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
Danielle DeMarco Danielle DeMarco's Merrill Lynch Experience May 2008 - September 2008
Job Director of Private Events at Outstanding in the Field
Industry Events Services
Experience
Outstanding in the Field June 2015 - Present
Outstanding in the Field December 2014 - Present
Outstanding in the Field May 2014 - November 2014
Cantinetta September 2012 - May 2014
Systems Research Inc. (SRI) January 2012 - September 2012
The Relocation Department January 2011 - January 2012
Merrill Lynch May 2008 - September 2008
Skills
Management, Event Planning, Event Management, Corporate Events, Events Coordination, Event Production, Special Events, Wine Education, Food & Beverage, Food Industry, Staffing Services, Hospitality, Customer Service, Customer Relations, Public Relations, Travel Planning, Private Dining, Dinners, Fine Dining, Recruiting, Social Media, P&L, Inventory Management
Education
Purdue University 2006 — 2010
Bachelor of Arts (B.A.), English, Women's Studies
Wheaton Warrenville South High School 2002 — 2006
Outstanding in the Field June 2015 - Present
Outstanding in the Field December 2014 - Present
Outstanding in the Field May 2014 - November 2014
Cantinetta September 2012 - May 2014
Systems Research Inc. (SRI) January 2012 - September 2012
The Relocation Department January 2011 - January 2012
Merrill Lynch May 2008 - September 2008
Skills
Management, Event Planning, Event Management, Corporate Events, Events Coordination, Event Production, Special Events, Wine Education, Food & Beverage, Food Industry, Staffing Services, Hospitality, Customer Service, Customer Relations, Public Relations, Travel Planning, Private Dining, Dinners, Fine Dining, Recruiting, Social Media, P&L, Inventory Management
Education
Purdue University 2006 — 2010
Bachelor of Arts (B.A.), English, Women's Studies
Wheaton Warrenville South High School 2002 — 2006
Ricardo Ferrer, CRPC Ricardo Ferrer, CRPC's Merrill Lynch Experience April 2005 - September 2008
Job Escudo Capital, LLC
Industry Investment Management
Experience
Escudo Capital, LLC. February 2009 - Present
StoneBridge 2015 - 2015
StoneBridge 2015 - 2015
StoneBridge 2015 - 2015
Merrill Lynch April 2005 - September 2008
Skills
Real Estate, Investments, Risk Management, Wealth Management, Mutual Funds, Securities, Financial Risk, Investment Advisory, Hedge Funds, Insurance, Equities, Capital Markets, Investment Banking, Private Equity, Investment Strategies, Alternative Investments, Corporate Finance, Portfolio Management, Financial Modeling, Asset Allocation, Finance, Retirement Planning, Mergers & Acquisitions, Accounting, Funding, Financial Markets, 401k, Due Diligence, Asset Management, Loans, Valuation, Financial Advisory, Structured Finance, Fixed Income, Financial Structuring, Venture Capital, Investment Management, Equity Research, Trading, Series 7, Strategic Financial...
Education
University of Central Florida - College of Business Administration 1998 — 2002
B.S, Finance
Purdue University 1997 — 1998
Pre-Medicine
Escudo Capital, LLC. February 2009 - Present
StoneBridge 2015 - 2015
StoneBridge 2015 - 2015
StoneBridge 2015 - 2015
Merrill Lynch April 2005 - September 2008
Skills
Real Estate, Investments, Risk Management, Wealth Management, Mutual Funds, Securities, Financial Risk, Investment Advisory, Hedge Funds, Insurance, Equities, Capital Markets, Investment Banking, Private Equity, Investment Strategies, Alternative Investments, Corporate Finance, Portfolio Management, Financial Modeling, Asset Allocation, Finance, Retirement Planning, Mergers & Acquisitions, Accounting, Funding, Financial Markets, 401k, Due Diligence, Asset Management, Loans, Valuation, Financial Advisory, Structured Finance, Fixed Income, Financial Structuring, Venture Capital, Investment Management, Equity Research, Trading, Series 7, Strategic Financial...
Education
University of Central Florida - College of Business Administration 1998 — 2002
B.S, Finance
Purdue University 1997 — 1998
Pre-Medicine
Sandeep Saini's Merrill Lynch Experience October 2007 - September 2013
Job Head of Global Markets Sales, Research and Capital Markets Technology at BofA Merrill Lynch
Industry Investment Management
Experience
BofA Merrill Lynch August 2015 - Present
BofA Merrill Lynch June 2014 - Present
BofA Merrill Lynch October 2013 - June 2014
Merrill Lynch October 2007 - September 2013
AST Equity Plan Solutions April 2006 - September 2007
Mellon Investor Services 1999 - 2006
The Bank of New York Mellon 1999 - 2006
Paragon Solutions 1997 - 1998
Larsen and Toubro Limited 1995 - 1997
Skills
Business Analysis, SDLC, IT Strategy, Vendor Management, Software Project..., Enterprise Software, Management, Equities, Program Management, Project Management
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2000
MBA, Finance and Strategic Management
Punjab Engineering College 1991 — 1995
Bachelor Of Engineering, Computer Science and Engg.
BofA Merrill Lynch August 2015 - Present
BofA Merrill Lynch June 2014 - Present
BofA Merrill Lynch October 2013 - June 2014
Merrill Lynch October 2007 - September 2013
AST Equity Plan Solutions April 2006 - September 2007
Mellon Investor Services 1999 - 2006
The Bank of New York Mellon 1999 - 2006
Paragon Solutions 1997 - 1998
Larsen and Toubro Limited 1995 - 1997
Skills
Business Analysis, SDLC, IT Strategy, Vendor Management, Software Project..., Enterprise Software, Management, Equities, Program Management, Project Management
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2000
MBA, Finance and Strategic Management
Punjab Engineering College 1991 — 1995
Bachelor Of Engineering, Computer Science and Engg.
Peter Hattersley's Merrill Lynch Experience February 1995 - June 1997
Job Real Estate Agent at Coldwell Banker Residential Brokers
Industry Real Estate
Experience
Coldwell Banker Residential Brokers February 2007 - Present
Alain Pinel Realtors February 2005 - April 2007
GPR INC April 1997 - April 2004
Merrill Lynch February 1995 - June 1997
Prudential Securities February 1985 - February 1995
Education
Purdue University 1964 — 1969
Civil Engineering, Structural Engineering
Coldwell Banker Residential Brokers February 2007 - Present
Alain Pinel Realtors February 2005 - April 2007
GPR INC April 1997 - April 2004
Merrill Lynch February 1995 - June 1997
Prudential Securities February 1985 - February 1995
Education
Purdue University 1964 — 1969
Civil Engineering, Structural Engineering
Doug Bathauer's Merrill Lynch Experience November 1993 - January 2003
Job CEO at Integral Technologies (ITKG)
Industry Plastics
Experience
Integral Technologies (ITKG) November 2012 - Present
ElectriPlast Corporation November 2012 - Present
Integral Technologies (ITKG) September 2011 - November 2012
Integral Technologies (ITKG) August 2009 - September 2011
American Diversified Financial Group January 2003 - August 2009
Merrill Lynch November 1993 - January 2003
Knott's Flying Service January 1986 - December 1993
Skills
Strategic Planning, Program Management, Six Sigma, Sales, Team Building, Process Improvement, Business Development
Education
Purdue University 1983 — 1987
aviation technology
Alexandria 1979 — 1983
Integral Technologies (ITKG) November 2012 - Present
ElectriPlast Corporation November 2012 - Present
Integral Technologies (ITKG) September 2011 - November 2012
Integral Technologies (ITKG) August 2009 - September 2011
American Diversified Financial Group January 2003 - August 2009
Merrill Lynch November 1993 - January 2003
Knott's Flying Service January 1986 - December 1993
Skills
Strategic Planning, Program Management, Six Sigma, Sales, Team Building, Process Improvement, Business Development
Education
Purdue University 1983 — 1987
aviation technology
Alexandria 1979 — 1983
Asad Melikov's Merrill Lynch Experience February 2001 - August 2002
Job Commercial Account Manager, RBC Royal Bank
Industry Banking
Experience
RBC Royal Bank March 2011 - Present
International Development Bank January 2003 - November 2009
Merrill Lynch February 2001 - August 2002
International University of Kyrgyzstan September 1999 - May 2000
State Investment Agency November 1998 - May 2000
Agrofarm Arstan September 1997 - October 1998
Skills
Investments, Banking, Financial Modeling, Commercial Banking, Financial Analysis, Corporate Finance, Credit Risk, Investment Banking, Valuation, Credit, Capital Markets, Business Strategy, Portfolio Management
Education
Queen's University 2010 — 2011
Master of Management, Finance
University of Colorado at Denver 2000 — 2002
Master's Degree, Dual Degree in Economics and Finance
International University of Kyrgyzstan 1994 — 1998
Bachelor, International Business
RBC Royal Bank March 2011 - Present
International Development Bank January 2003 - November 2009
Merrill Lynch February 2001 - August 2002
International University of Kyrgyzstan September 1999 - May 2000
State Investment Agency November 1998 - May 2000
Agrofarm Arstan September 1997 - October 1998
Skills
Investments, Banking, Financial Modeling, Commercial Banking, Financial Analysis, Corporate Finance, Credit Risk, Investment Banking, Valuation, Credit, Capital Markets, Business Strategy, Portfolio Management
Education
Queen's University 2010 — 2011
Master of Management, Finance
University of Colorado at Denver 2000 — 2002
Master's Degree, Dual Degree in Economics and Finance
International University of Kyrgyzstan 1994 — 1998
Bachelor, International Business
Faraz Iyoob's Merrill Lynch Experience January 2010 - May 2010
Job Relationship Manager, AVP at PNC
Industry Banking
Experience
PNC March 2015 - Present
Citi May 2014 - January 2015
PNC February 2012 - April 2014
Lafayette Urban Ministry January 2009 - December 2011
PNC May 2011 - August 2011
Merrill Lynch January 2010 - May 2010
Delta Upsilon October 2008 - October 2009
Coca Cola Company May 2008 - August 2008
Skills
Banking, Risk Management, Corporate Finance, Credit, Finance, Financial Analysis, Analysis, Trade Finance, Leadership, Working Capital..., International Trade, Treasury Management, Microsoft Excel, Portfolio Management, Budgets, Financial Modeling, Cash Management, Accounting, Visio, Forecasting, Supply Chain Management, Global Sourcing, Credit Analysis, Due Diligence, Commercial Lending, Treasury, Economics, Supply Chain Consulting, Foreign Exchange
Education
Purdue University 2007 — 2011
Bachelor of Science (B.S.), Advanced Accounting, Management, Entrepreneurship
Purdue University - Krannert School of Management 2007 — 2011
B.S, Advanced Accounting, Management, Entrepreneurship
PNC March 2015 - Present
Citi May 2014 - January 2015
PNC February 2012 - April 2014
Lafayette Urban Ministry January 2009 - December 2011
PNC May 2011 - August 2011
Merrill Lynch January 2010 - May 2010
Delta Upsilon October 2008 - October 2009
Coca Cola Company May 2008 - August 2008
Skills
Banking, Risk Management, Corporate Finance, Credit, Finance, Financial Analysis, Analysis, Trade Finance, Leadership, Working Capital..., International Trade, Treasury Management, Microsoft Excel, Portfolio Management, Budgets, Financial Modeling, Cash Management, Accounting, Visio, Forecasting, Supply Chain Management, Global Sourcing, Credit Analysis, Due Diligence, Commercial Lending, Treasury, Economics, Supply Chain Consulting, Foreign Exchange
Education
Purdue University 2007 — 2011
Bachelor of Science (B.S.), Advanced Accounting, Management, Entrepreneurship
Purdue University - Krannert School of Management 2007 — 2011
B.S, Advanced Accounting, Management, Entrepreneurship
John V. Hackett, CFA John V. Hackett, CFA's Merrill Lynch Experience February 2005 - March 2006
Job Principal at The Townsend Group
Industry Investment Management
Experience
The Townsend Group August 2013 - Present
Calamos Investments February 2011 - February 2013
Nuveen Investments May 2006 - March 2011
Merrill Lynch February 2005 - March 2006
Strong Capital Management August 2001 - November 2004
Web Street February 1999 - March 2001
Aztec Technology Partners January 1998 - March 1999
Ardis Company (A Motorola Company) November 1992 - December 1997
Andersen Consulting June 1987 - November 1992
Skills
Leadership, Strategy Development, Product Management, Marketing, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Policy Studies
Purdue University 1983 — 1987
B.S., Mathematics
Purdue University - Krannert School of Management 1983 — 1987
B.S.I.M., Industrial Management
Benet Academy
The Townsend Group August 2013 - Present
Calamos Investments February 2011 - February 2013
Nuveen Investments May 2006 - March 2011
Merrill Lynch February 2005 - March 2006
Strong Capital Management August 2001 - November 2004
Web Street February 1999 - March 2001
Aztec Technology Partners January 1998 - March 1999
Ardis Company (A Motorola Company) November 1992 - December 1997
Andersen Consulting June 1987 - November 1992
Skills
Leadership, Strategy Development, Product Management, Marketing, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Policy Studies
Purdue University 1983 — 1987
B.S., Mathematics
Purdue University - Krannert School of Management 1983 — 1987
B.S.I.M., Industrial Management
Benet Academy
Ann Higginbotham's Merrill Lynch Experience June 2013 - August 2013
Job Mass Spec Operator at USDTL
Industry Hospital & Health Care
Experience
United States Drug Testing Laboratories January 2015 - Present
AIT Laboratories August 2013 - January 2015
Merrill Lynch June 2013 - August 2013
Camp Tecumseh YMCA May 2010 - June 2013
Skills
Laboratory, Leadership, Chemistry, Biology, Field Work, Research, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
Purdue University 2009 — 2013
Bachelor of Science (B.S.), Biology/Biological Sciences, General
United States Drug Testing Laboratories January 2015 - Present
AIT Laboratories August 2013 - January 2015
Merrill Lynch June 2013 - August 2013
Camp Tecumseh YMCA May 2010 - June 2013
Skills
Laboratory, Leadership, Chemistry, Biology, Field Work, Research, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
Purdue University 2009 — 2013
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Charles Huguenard Jr.'s Merrill Lynch Experience May 2015 - Present
Job PMD Trainee at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2015 - Present
Bank of America May 2014 - May 2015
AT&T January 2013 - April 2014
AT&T September 2011 - January 2013
AT&T August 2010 - September 2011
AT&T September 2007 - July 2010
AT&T June 2007 - August 2007
Skills
Customer Experience, Management, Leadership, Sales, Mobile Devices, Account Management, Training, Microsoft Excel, Building Relationships, Sales Operations
Education
Purdue University 2005 — 2008
Merrill Lynch May 2015 - Present
Bank of America May 2014 - May 2015
AT&T January 2013 - April 2014
AT&T September 2011 - January 2013
AT&T August 2010 - September 2011
AT&T September 2007 - July 2010
AT&T June 2007 - August 2007
Skills
Customer Experience, Management, Leadership, Sales, Mobile Devices, Account Management, Training, Microsoft Excel, Building Relationships, Sales Operations
Education
Purdue University 2005 — 2008
Rick Skopick's Merrill Lynch Experience March 1996 - March 2008
Job Senior Vice President, Institutional Asset Management at UMB Bank
Industry Banking
Experience
UMB Bank Senior Vice President - Institutional Asset ManagementUMB BankJanuary 2013 - Present
UMB Bank July 2009 - January 2013
Silverton Bank, N.A. March 2008 - June 2009
Merrill Lynch March 1996 - March 2008
Skills
Loans, Strategic Planning, Credit, Customer Service, Banking, Mortgage Lending, Series 7, Uniform Combined State..., Sales Management, Series 66, Recruiting, Microsoft Office, Portfolio Management, Management, Sales, Finance, Asset Management, Risk Management, Financial Analysis, Credit Analysis, Team Building
Education
Purdue University 1987 — 1991
Bachelor's degree
UMB Bank Senior Vice President - Institutional Asset ManagementUMB BankJanuary 2013 - Present
UMB Bank July 2009 - January 2013
Silverton Bank, N.A. March 2008 - June 2009
Merrill Lynch March 1996 - March 2008
Skills
Loans, Strategic Planning, Credit, Customer Service, Banking, Mortgage Lending, Series 7, Uniform Combined State..., Sales Management, Series 66, Recruiting, Microsoft Office, Portfolio Management, Management, Sales, Finance, Asset Management, Risk Management, Financial Analysis, Credit Analysis, Team Building
Education
Purdue University 1987 — 1991
Bachelor's degree
Tina Meckaroski's Merrill Lynch Experience November 2012 - Present
Job Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney August 2010 - November 2012
Ameriprise Financial Services, Inc. August 2007 - August 2010
Schererville Town Court March 2002 - August 2007
Skills
Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Strategy, Finance, Financial Analysis, Portfolio Management
Education
Purdue University 2003 — 2007
Bachelor of Science, Finance and Marketing
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney August 2010 - November 2012
Ameriprise Financial Services, Inc. August 2007 - August 2010
Schererville Town Court March 2002 - August 2007
Skills
Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Strategy, Finance, Financial Analysis, Portfolio Management
Education
Purdue University 2003 — 2007
Bachelor of Science, Finance and Marketing
Flor Mendoza, CRPC© Flor Mendoza, CRPC©'s Merrill Lynch Experience July 2006 - June 2012
Job Landsberg Bennett Private Wealth Management
Industry Financial Services
Experience
Landsberg Bennett Private Wealth Management June 2012 - Present
Merrill Lynch July 2006 - June 2012
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Securities, Series 7, Mutual Funds, Asset Management, Estate Planning, Strategic Financial..., Financial Advisory, Finance, Due Diligence, Financial Modeling, Asset Allocation, Loans, Mortgage Lending, Financial Analysis, Credit, Banking, Credit Analysis, Investment Advisory, Investment Strategies, Equities, Fixed Income, Financial Planning
Education
Purdue University 2003 — 2005
Bachelor of Science, Financial Counseling & Planning
Ivy Tech Community College-Lafayette 2000 — 2003
Associate of Applied Science in Business Administration, Marketing
Landsberg Bennett Private Wealth Management June 2012 - Present
Merrill Lynch July 2006 - June 2012
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Securities, Series 7, Mutual Funds, Asset Management, Estate Planning, Strategic Financial..., Financial Advisory, Finance, Due Diligence, Financial Modeling, Asset Allocation, Loans, Mortgage Lending, Financial Analysis, Credit, Banking, Credit Analysis, Investment Advisory, Investment Strategies, Equities, Fixed Income, Financial Planning
Education
Purdue University 2003 — 2005
Bachelor of Science, Financial Counseling & Planning
Ivy Tech Community College-Lafayette 2000 — 2003
Associate of Applied Science in Business Administration, Marketing
Emily Conover Emily Conover's Merrill Lynch Experience March 1986 - December 1986
Job Artist and adjunct professor, Fine Art, University of Maryland
Industry Fine Art
Experience
University of Maryland, Department of Art August 1999 - Present
Museum of Fine Arts, Houston January 1993 - August 1994
Scuba Times Magazine August 1989 - August 1992
AT&T September 1987 - August 1989
Merrill Lynch March 1986 - December 1986
Skills
Photoshop, Art, Digital Photography, Photography, Drawing, Acrylic Painting, Mixed Media, Watercolor, Printmaking, Painting, Visual Arts, Illustration, Teaching, Collage, Art History, Illustrator, Art Education, Contemporary Art, Curating, Sculpture, Acrylic, Galleries, Museum Collections, Museums, Grant Writing, Mac, Abstraction, Public Art, Higher Education, Arts Administration, Art Exhibitions, Adobe Creative Suite, History, Art Criticism, Museum Education, Exhibit Design, Intaglio, Oil Painting, College Teaching, Murals, University Teaching, Lecturing, Fine Art, Editing, Microsoft Office, Nonprofits
Education
University of Maryland College Park 1997 — 1999
MFA, Painting and Drawing, 3.9
University of Maryland College Park 1994 — 1996
BA, Studio Art, 4.0
University of Houston 1992 — 1994
Fine Art, 4.0
Purdue University 1981 — 1985
B.S., Retail Management, 5.4
University of Maryland, Department of Art August 1999 - Present
Museum of Fine Arts, Houston January 1993 - August 1994
Scuba Times Magazine August 1989 - August 1992
AT&T September 1987 - August 1989
Merrill Lynch March 1986 - December 1986
Skills
Photoshop, Art, Digital Photography, Photography, Drawing, Acrylic Painting, Mixed Media, Watercolor, Printmaking, Painting, Visual Arts, Illustration, Teaching, Collage, Art History, Illustrator, Art Education, Contemporary Art, Curating, Sculpture, Acrylic, Galleries, Museum Collections, Museums, Grant Writing, Mac, Abstraction, Public Art, Higher Education, Arts Administration, Art Exhibitions, Adobe Creative Suite, History, Art Criticism, Museum Education, Exhibit Design, Intaglio, Oil Painting, College Teaching, Murals, University Teaching, Lecturing, Fine Art, Editing, Microsoft Office, Nonprofits
Education
University of Maryland College Park 1997 — 1999
MFA, Painting and Drawing, 3.9
University of Maryland College Park 1994 — 1996
BA, Studio Art, 4.0
University of Houston 1992 — 1994
Fine Art, 4.0
Purdue University 1981 — 1985
B.S., Retail Management, 5.4
Allison (Bock) Hanley's Merrill Lynch Experience September 2013 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
UBS May 2013 - September 2013
Merrill Lynch August 2011 - April 2013
JP Morgan Chase November 2010 - August 2011
Ameriprise Financial Services, Inc. January 2010 - December 2010
Ameriprise Financial Services, Inc. April 2007 - December 2009
Aldine ISD August 2005 - April 2007
Tippecanoe County Government June 2002 - January 2004
Skills
Series 7, Microsoft Excel, Customer Service, Sales, Retirement, Finance, Microsoft Word, Investments, Management, Risk Management
Education
Purdue University 1998 — 2002
BA
Merrill Lynch September 2013 - Present
UBS May 2013 - September 2013
Merrill Lynch August 2011 - April 2013
JP Morgan Chase November 2010 - August 2011
Ameriprise Financial Services, Inc. January 2010 - December 2010
Ameriprise Financial Services, Inc. April 2007 - December 2009
Aldine ISD August 2005 - April 2007
Tippecanoe County Government June 2002 - January 2004
Skills
Series 7, Microsoft Excel, Customer Service, Sales, Retirement, Finance, Microsoft Word, Investments, Management, Risk Management
Education
Purdue University 1998 — 2002
BA
Luis Santoni's Merrill Lynch Experience 2007 - 2008
Job Systems Optimization Engineer • Horizons Development Program
Industry Oil & Energy
Experience
Chevron February 2014 - Present
Molycorp Minerals, LLC February 2011 - February 2014
Molycorp Minerals, LLC February 2011 - February 2014
Engineering / Special Projects 2007 - 2009
Merrill Lynch 2007 - 2008
Skills
Process Engineering, Production Engineering, Project Management, Quality, Logistics, Inventory Management, Supply and Distribution, Solvent Extraction, Pre-Hazard Analysis, Root Cause Analysis, Process and..., Process Flow Diagrams, Management of Change, Standard Operating..., Key Process Indicators, Design of Experiments, Scrubbers, Cooling Towers, Heat Exchangers, Ion Exchange Columns, Leaching, Filtration, Batch Precipitation, Continuous Precipitation, Valves, Pumps, Microsoft Office, AutoCAD, Aspen Plus, Minitab, Matlab, Polymath, MathCAD, PI Processbook, Chemistry, Commissioning, Safety, Chemical Engineering, Project Engineering, Manufacturing, R&D, P&ID, Process Optimization, Engineering, Aspen HYSYS, Process Simulation, Engineering Design, Instrumentation, Materials, Process Control
Education
Purdue University 2006 — 2010
Bachelor of Science, Chemical Engineering
Chevron February 2014 - Present
Molycorp Minerals, LLC February 2011 - February 2014
Molycorp Minerals, LLC February 2011 - February 2014
Engineering / Special Projects 2007 - 2009
Merrill Lynch 2007 - 2008
Skills
Process Engineering, Production Engineering, Project Management, Quality, Logistics, Inventory Management, Supply and Distribution, Solvent Extraction, Pre-Hazard Analysis, Root Cause Analysis, Process and..., Process Flow Diagrams, Management of Change, Standard Operating..., Key Process Indicators, Design of Experiments, Scrubbers, Cooling Towers, Heat Exchangers, Ion Exchange Columns, Leaching, Filtration, Batch Precipitation, Continuous Precipitation, Valves, Pumps, Microsoft Office, AutoCAD, Aspen Plus, Minitab, Matlab, Polymath, MathCAD, PI Processbook, Chemistry, Commissioning, Safety, Chemical Engineering, Project Engineering, Manufacturing, R&D, P&ID, Process Optimization, Engineering, Aspen HYSYS, Process Simulation, Engineering Design, Instrumentation, Materials, Process Control
Education
Purdue University 2006 — 2010
Bachelor of Science, Chemical Engineering
Betty Katsaros's Merrill Lynch Experience April 2000 - September 2006
Job Registered Sales Assistant at William Blair & Company
Industry Financial Services
Experience
William Blair & Company 2012 - Present
City Securities Corporation June 2009 - June 2011
City Securities Corporation, Crown Point May 2009 - 2011
Morgan Stanley September 2006 - March 2009
Merrill Lynch April 2000 - September 2006
School City of January 1997 - January 2000
Skills
Customer Relations, Customer Service, Microsoft Office, Administration, Outlook, Excel, Problem Solving, Word, Research, Spreadsheets, Documentation, Administrative Support, Event Planning, Time Management, Windows, Scheduling, Teamwork, Microsoft Excel, Microsoft Word, Administrative..., Finance
Education
Purdue University Calumet 1998 — 2000
Purdue University
William Blair & Company 2012 - Present
City Securities Corporation June 2009 - June 2011
City Securities Corporation, Crown Point May 2009 - 2011
Morgan Stanley September 2006 - March 2009
Merrill Lynch April 2000 - September 2006
School City of January 1997 - January 2000
Skills
Customer Relations, Customer Service, Microsoft Office, Administration, Outlook, Excel, Problem Solving, Word, Research, Spreadsheets, Documentation, Administrative Support, Event Planning, Time Management, Windows, Scheduling, Teamwork, Microsoft Excel, Microsoft Word, Administrative..., Finance
Education
Purdue University Calumet 1998 — 2000
Purdue University
Jeffrey L Ryan's Merrill Lynch Experience February 1997 - May 1999
Job Wealth Advisor Ergawealth Advisors, Indiana and Chicago, Illinois offices
Industry Financial Services
Experience
Ergawealth Advisors June 2014 - Present
Fifth Third Securities May 1999 - June 2014
Merrill Lynch February 1997 - May 1999
Self Employed May 1994 - February 1997
National Steel June 1987 - May 1994
Skills
Strategic Financial..., Investments, Insurance, Series 63, Mutual Funds, Portfolio Management, Financial Analysis, Risk Management, Series 7, Retirement Planning, Wealth Management, Securities, Investment Advisory, Asset Allocation, Investment Strategies
Education
Purdue University Calumet 1986 — 1994
Bachelor's Degree, Finance and Accounting
Chesterton High School 1983 — 1986
High School
Ergawealth Advisors June 2014 - Present
Fifth Third Securities May 1999 - June 2014
Merrill Lynch February 1997 - May 1999
Self Employed May 1994 - February 1997
National Steel June 1987 - May 1994
Skills
Strategic Financial..., Investments, Insurance, Series 63, Mutual Funds, Portfolio Management, Financial Analysis, Risk Management, Series 7, Retirement Planning, Wealth Management, Securities, Investment Advisory, Asset Allocation, Investment Strategies
Education
Purdue University Calumet 1986 — 1994
Bachelor's Degree, Finance and Accounting
Chesterton High School 1983 — 1986
High School
Lauren Lamb's Merrill Lynch Experience October 2010 - June 2012
Job Outreach and Enrollment Manager
Industry Hospital & Health Care
Experience
HealthLinc Community Health Center June 2013 - Present
Wells Fargo Advisors June 2012 - June 2013
Merrill Lynch October 2010 - June 2012
Thrivent Financial for Lutherans May 2007 - October 2010
Chase July 2004 - February 2007
Skills
Retirement Planning, Financial Planning, Wealth Management, Series 7, Investments, Series 66, Indiana Life and Health, Health, Uniform Combined State..., Financial Services, Financial Analysis, Insurance, Management, Strategic Financial..., Credit Analysis, Banking, Budgets, Finance, Strategic Planning, Long-term Care, Small Business Lending, Customer Service, Leadership, Public Speaking
Education
Purdue University - Krannert School of Management 1995 — 2000
Bachelor's of Science, Business, Management, Marketing, and Related Support Services
HealthLinc Community Health Center June 2013 - Present
Wells Fargo Advisors June 2012 - June 2013
Merrill Lynch October 2010 - June 2012
Thrivent Financial for Lutherans May 2007 - October 2010
Chase July 2004 - February 2007
Skills
Retirement Planning, Financial Planning, Wealth Management, Series 7, Investments, Series 66, Indiana Life and Health, Health, Uniform Combined State..., Financial Services, Financial Analysis, Insurance, Management, Strategic Financial..., Credit Analysis, Banking, Budgets, Finance, Strategic Planning, Long-term Care, Small Business Lending, Customer Service, Leadership, Public Speaking
Education
Purdue University - Krannert School of Management 1995 — 2000
Bachelor's of Science, Business, Management, Marketing, and Related Support Services
David Laski David Laski's Merrill Lynch Experience July 2008 - January 2009
Job Retail banking applications support
Industry Information Technology and Services
Experience
Capital One July 2013 - Present
TIAA-CREF August 2011 - July 2013
GalaxE Solutions February 2011 - August 2011
Bank of America/Merrill Lynch January 2010 - December 2010
BANK OF AMERICA / MERRILL LYNCH July 2009 - December 2009
ACS February 2009 - July 2009
Merrill Lynch July 2008 - January 2009
TIAA-CREF September 2007 - April 2008
Merrill Lynch February 2007 - August 2007
Merrill Lynch July 2006 - December 2006
Skills
JCL, VSAM, CICS, DB2, IBM Mainframe, SDLC, COBOL, TSO, Requirements Analysis, Visio, Data Modeling, Systems Analysis, Software Documentation, Syncsort, Endeavor, Fileaid, REXX
Education
RUTGERS UNIVERSITY 2000 — 2000
NEW YORK UNIVERSITY 1989 — 1990
Diploma, Computer Programming
City University of New York-Queens College 1975 — 1979
Bachelor of Arts (B.A.), Music History, Literature, and Theory
QUEENS COLLEGE - CUNY 1975 — 1979
B.A, Music
Capital One July 2013 - Present
TIAA-CREF August 2011 - July 2013
GalaxE Solutions February 2011 - August 2011
Bank of America/Merrill Lynch January 2010 - December 2010
BANK OF AMERICA / MERRILL LYNCH July 2009 - December 2009
ACS February 2009 - July 2009
Merrill Lynch July 2008 - January 2009
TIAA-CREF September 2007 - April 2008
Merrill Lynch February 2007 - August 2007
Merrill Lynch July 2006 - December 2006
Skills
JCL, VSAM, CICS, DB2, IBM Mainframe, SDLC, COBOL, TSO, Requirements Analysis, Visio, Data Modeling, Systems Analysis, Software Documentation, Syncsort, Endeavor, Fileaid, REXX
Education
RUTGERS UNIVERSITY 2000 — 2000
NEW YORK UNIVERSITY 1989 — 1990
Diploma, Computer Programming
City University of New York-Queens College 1975 — 1979
Bachelor of Arts (B.A.), Music History, Literature, and Theory
QUEENS COLLEGE - CUNY 1975 — 1979
B.A, Music
Hannah Mugford Hannah Mugford's Merrill Lynch Experience August 2012 - Present
Job Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch August 2012 - Present
Hewlett-Packard April 2010 - August 2012
Hewlett-Packard December 2009 - January 2010
Hewlett-Packard October 2009 - November 2009
Hewlett-Packard July 2007 - September 2009
Kimberly-Clark Corporation January 2006 - July 2006
Landis+Gyr October 2005 - December 2005
Skills
Requirements Gathering, Business Intelligence, Data Warehousing, Project Planning, SQL, Program Management, Project Management, ETL, Solution Architecture, SDLC, Quality Assurance, Cognos ReportNet, Agile Methodologies, Databases, Testing, Project Portfolio..., Enterprise Software, Data Analysis, Business Process...
Education
Purdue University - Krannert School of Management 2002 — 2007
BS, Industrial Management
Queensland University of Technology 2006 — 2006
Business
Merrill Lynch August 2012 - Present
Hewlett-Packard April 2010 - August 2012
Hewlett-Packard December 2009 - January 2010
Hewlett-Packard October 2009 - November 2009
Hewlett-Packard July 2007 - September 2009
Kimberly-Clark Corporation January 2006 - July 2006
Landis+Gyr October 2005 - December 2005
Skills
Requirements Gathering, Business Intelligence, Data Warehousing, Project Planning, SQL, Program Management, Project Management, ETL, Solution Architecture, SDLC, Quality Assurance, Cognos ReportNet, Agile Methodologies, Databases, Testing, Project Portfolio..., Enterprise Software, Data Analysis, Business Process...
Education
Purdue University - Krannert School of Management 2002 — 2007
BS, Industrial Management
Queensland University of Technology 2006 — 2006
Business
Cocoa Huang Cocoa Huang's Merrill Lynch Experience March 2010 - June 2010
Job
Industry Financial Services
Experience
J.P. Morgan June 2013 - February 2015
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) January 2012 - March 2013
Barclays Capital October 2011 - December 2011
New York State Department of Financial Services February 2010 - June 2011
Merrill Lynch March 2010 - June 2010
Skills
JavaScript, Microsoft Office, HTML, Photoshop, Auditing, Account Reconciliation, Microsoft Excel, Tax, Access, Finance, Investments, Research, Accounting, Securities, Loans
Education
City University of New York-Queens College 2006 — 2011
B.A., Accounting, Economics (Dual Majors)
J.P. Morgan June 2013 - February 2015
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) January 2012 - March 2013
Barclays Capital October 2011 - December 2011
New York State Department of Financial Services February 2010 - June 2011
Merrill Lynch March 2010 - June 2010
Skills
JavaScript, Microsoft Office, HTML, Photoshop, Auditing, Account Reconciliation, Microsoft Excel, Tax, Access, Finance, Investments, Research, Accounting, Securities, Loans
Education
City University of New York-Queens College 2006 — 2011
B.A., Accounting, Economics (Dual Majors)
Lisa Dickholtz, CFP®'s Merrill Lynch Experience 1987 - 1997
Job President and Wealth Advisor at Dickholtz Wealth Management, Inc.
Industry Financial Services
Experience
Dickholtz Wealth Management, Inc. January 1997 - Present
Merrill Lynch 1987 - 1997
Education
Purdue University 1977 — 1981
Bachelor’s Degree, Bachelor of Science and Business Management
John Hersey High School 1973 — 1977
H.S. Diploma, General, with an accelerated Math and Science curriculum, Class Valedictorian
Dickholtz Wealth Management, Inc. January 1997 - Present
Merrill Lynch 1987 - 1997
Education
Purdue University 1977 — 1981
Bachelor’s Degree, Bachelor of Science and Business Management
John Hersey High School 1973 — 1977
H.S. Diploma, General, with an accelerated Math and Science curriculum, Class Valedictorian
Jeremy D. Schares, CFP®, CRPC®'s Merrill Lynch Experience January 2008 - October 2008
Job Senior Financial Advisor at Strategic Financial Group LLC
Industry Financial Services
Experience
Strategic Financial Group, LLC October 2008 - Present
Merrill Lynch January 2008 - October 2008
Centier Bank May 2005 - January 2007
Education
College for Financial Planning
Graduate Certificate, Financial Planning and Services
Valparaiso University 2005 — 2007
Bachelor of Science in Business Administration, Finance
Purdue University 2003 — 2005
Finance
Strategic Financial Group, LLC October 2008 - Present
Merrill Lynch January 2008 - October 2008
Centier Bank May 2005 - January 2007
Education
College for Financial Planning
Graduate Certificate, Financial Planning and Services
Valparaiso University 2005 — 2007
Bachelor of Science in Business Administration, Finance
Purdue University 2003 — 2005
Finance
Priyanka Tayal Priyanka Tayal's Merrill Lynch Experience October 2007 - May 2009
Job Strategy Officer at IFC International Finance Corporation (World Bank Group)
Industry International Trade and Development
Experience
IFC - International Finance Corporation May 2012 - Present
IFC - International Finance Corporation July 2011 - May 2012
IFC - International Finance Corporation June 2010 - June 2011
Credituyo March 2010 - May 2010
Merrill Lynch October 2007 - May 2009
Morgan Stanley June 2005 - October 2007
PricewaterhouseCoopers May 2003 - July 2003
Skills
International..., Strategy, Cross-functional Team..., Program Management, Analysis, Business Strategy, Market Research, Project Management, CRM, Financial Analysis, Training, Project Planning, Process Improvement, Finance, Risk Management, Leadership, Economics, Research, Management Consulting
Education
The George Washington University - School of Business 2009 — 2011
MBA, International Business & Affairs, Economic Development
University of Miami - School of Business 2001 — 2005
BBA, Economics, Marketing
Queen Mary University of London 2004 — 2004
International School of Tanganyika 1998 — 2001
International Baccalaureate
IFC - International Finance Corporation May 2012 - Present
IFC - International Finance Corporation July 2011 - May 2012
IFC - International Finance Corporation June 2010 - June 2011
Credituyo March 2010 - May 2010
Merrill Lynch October 2007 - May 2009
Morgan Stanley June 2005 - October 2007
PricewaterhouseCoopers May 2003 - July 2003
Skills
International..., Strategy, Cross-functional Team..., Program Management, Analysis, Business Strategy, Market Research, Project Management, CRM, Financial Analysis, Training, Project Planning, Process Improvement, Finance, Risk Management, Leadership, Economics, Research, Management Consulting
Education
The George Washington University - School of Business 2009 — 2011
MBA, International Business & Affairs, Economic Development
University of Miami - School of Business 2001 — 2005
BBA, Economics, Marketing
Queen Mary University of London 2004 — 2004
International School of Tanganyika 1998 — 2001
International Baccalaureate
Alexandra Elena Reinhert Alexandra Elena Reinhert's Merrill Lynch Experience June 2007 - November 2008
Job Executive Assistant at Canon USA, Inc.
Industry Marketing and Advertising
Experience
Canon USA, Inc. November 2008 - Present
Merrill Lynch June 2007 - November 2008
Skills
Marketing Management, Outlook, Administrative..., PowerPoint, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Customer Service, Office Management, Marketing, Access, Event Management, Social Media, Spreadsheets, Lotus Notes, Salesforce.com, Time Management, Office Administration, Project Management
Education
Queens College 2007 — 2009
MBA, Management
Canon USA, Inc. November 2008 - Present
Merrill Lynch June 2007 - November 2008
Skills
Marketing Management, Outlook, Administrative..., PowerPoint, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Customer Service, Office Management, Marketing, Access, Event Management, Social Media, Spreadsheets, Lotus Notes, Salesforce.com, Time Management, Office Administration, Project Management
Education
Queens College 2007 — 2009
MBA, Management
David DiFiore David DiFiore's Merrill Lynch Experience May 2014 - August 2014
Job Private Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
Chartwells (Higher Education Division) April 2013 - Present
Fund Evaluation Group, LLC August 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Skills
PowerPoint, Public Speaking, Microsoft Word, Event Management, Creative Problem Solving, Communication, Critical Thinking, Outlook, Leadership, Microsoft Excel, Access, Finance
Education
Xavier University 2011 — 2016
BSBA, Finance, Junior
Queen Mary, U. of London 2013 — 2013
University of Detroit Jesuit HS
Graduate
Chartwells (Higher Education Division) April 2013 - Present
Fund Evaluation Group, LLC August 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Skills
PowerPoint, Public Speaking, Microsoft Word, Event Management, Creative Problem Solving, Communication, Critical Thinking, Outlook, Leadership, Microsoft Excel, Access, Finance
Education
Xavier University 2011 — 2016
BSBA, Finance, Junior
Queen Mary, U. of London 2013 — 2013
University of Detroit Jesuit HS
Graduate
Jared Thorne's Merrill Lynch Experience August 2009 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2009 - Present
Charles Schwab May 2007 - August 2009
Skills
Life and Health..., Series 7, Series 66, Mutual Funds, Securities, Retirement, 401k Rollovers, ETFs, IRAs, Wealth Management..., Investments, Fixed Annuities, Equities, 401k, Fixed Income, Bonds, Life, Variable Annuities, Options, Equity Trading, Financial Services, Personal Financial..., Trading, Life Insurance, High Net Worth..., 529 Plans, Private Banking, Equity Research, Asset Management, Portfolio Management, Wealth Management, Retirement Planning, Asset Allocation, Uniform Combined State...
Education
Purdue University 2002 — 2006
Bachelor of Science (B.S.), Financial Planning and Services
Merrill Lynch August 2009 - Present
Charles Schwab May 2007 - August 2009
Skills
Life and Health..., Series 7, Series 66, Mutual Funds, Securities, Retirement, 401k Rollovers, ETFs, IRAs, Wealth Management..., Investments, Fixed Annuities, Equities, 401k, Fixed Income, Bonds, Life, Variable Annuities, Options, Equity Trading, Financial Services, Personal Financial..., Trading, Life Insurance, High Net Worth..., 529 Plans, Private Banking, Equity Research, Asset Management, Portfolio Management, Wealth Management, Retirement Planning, Asset Allocation, Uniform Combined State...
Education
Purdue University 2002 — 2006
Bachelor of Science (B.S.), Financial Planning and Services
Donald Meek, CFA, FRM, ERM, PRM, ARM-E Donald Meek, CFA, FRM, ERM, PRM, ARM-E's Merrill Lynch Experience August 1999 - July 2000
Job Enterprise Risk Manager at Austin Energy
Industry Utilities
Experience
Austin Energy June 2009 - Present
Green Mountain Energy Company May 2007 - February 2009
ERCOT October 2005 - April 2007
MSD Capital Advisors, LLC July 2000 - September 2005
Merrill Lynch August 1999 - July 2000
Ernst & Young May 1990 - July 1997
Skills
Financial Modeling, Financial Risk, Risk Management, Natural Gas, Energy, Enterprise Risk..., Portfolio Management, Mergers, Analysis
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (M.B.A.), Finance, Operations Management, Marketing
Queen's University 1986 — 1990
Bachelor's Degree, Finance, Operations Management
Austin Energy June 2009 - Present
Green Mountain Energy Company May 2007 - February 2009
ERCOT October 2005 - April 2007
MSD Capital Advisors, LLC July 2000 - September 2005
Merrill Lynch August 1999 - July 2000
Ernst & Young May 1990 - July 1997
Skills
Financial Modeling, Financial Risk, Risk Management, Natural Gas, Energy, Enterprise Risk..., Portfolio Management, Mergers, Analysis
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (M.B.A.), Finance, Operations Management, Marketing
Queen's University 1986 — 1990
Bachelor's Degree, Finance, Operations Management
Roy Sokolowski's Merrill Lynch Experience 1990 - 1998
Job CEO and Investment Manager at WestView Investment Advisors
Industry Investment Management
Experience
WestView Investment Advisors January 2013 - Present
Sokolowski Investment Advisors January 1998 - December 2012
Merrill Lynch 1990 - 1998
Paine Webber 1986 - 1990
Skills
Investment Strategies, Portfolio Management, Investment Management, Investments, Wealth Management, Equities, Asset Allocation, Asset Managment, Investment Advisory, Fixed Income, Mutual Funds, Bonds, Small Business, Strategic Financial..., Managed Funds, Pensions, Finance, Financial Advisory, Retirement, Financial Markets, Securities, Retirement Planning, Personal Finance, Emerging Markets, Options, ETFs, Series 63, Estate Planning, Series 7, Venture Capital, Fixed Annuities, Investor Relations, Electronic Trading, 401k, Active Portfolio...
Education
University of Vermont 1976 — 1979
BS, Agriculture
Purdue University 1975 — 1976
Agriculture
WestView Investment Advisors January 2013 - Present
Sokolowski Investment Advisors January 1998 - December 2012
Merrill Lynch 1990 - 1998
Paine Webber 1986 - 1990
Skills
Investment Strategies, Portfolio Management, Investment Management, Investments, Wealth Management, Equities, Asset Allocation, Asset Managment, Investment Advisory, Fixed Income, Mutual Funds, Bonds, Small Business, Strategic Financial..., Managed Funds, Pensions, Finance, Financial Advisory, Retirement, Financial Markets, Securities, Retirement Planning, Personal Finance, Emerging Markets, Options, ETFs, Series 63, Estate Planning, Series 7, Venture Capital, Fixed Annuities, Investor Relations, Electronic Trading, 401k, Active Portfolio...
Education
University of Vermont 1976 — 1979
BS, Agriculture
Purdue University 1975 — 1976
Agriculture
Shravan Lal Shravan Lal's Merrill Lynch Experience 2006 - 2008
Job Investment Professional
Industry Investment Management
Experience
Coastland Capital LLC (Previously Overland Advisors LLC) September 2015 - Present
TCW February 2012 - July 2015
Houlihan Lokey 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Mergers & Acquisitions, Corporate Finance, Investments, Restructuring, Portfolio Management, Finance, Credit, High Yield, Leadership, Analysis, Real Estate, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Special Situations, Asset Management, Leveraged Finance, Loans, Hedge Funds
Education
Purdue University - Krannert School of Management
Bachelor’s Degree
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Coastland Capital LLC (Previously Overland Advisors LLC) September 2015 - Present
TCW February 2012 - July 2015
Houlihan Lokey 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Mergers & Acquisitions, Corporate Finance, Investments, Restructuring, Portfolio Management, Finance, Credit, High Yield, Leadership, Analysis, Real Estate, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Special Situations, Asset Management, Leveraged Finance, Loans, Hedge Funds
Education
Purdue University - Krannert School of Management
Bachelor’s Degree
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Stephanie Shum Stephanie Shum's Merrill Lynch Experience June 2007 - August 2007
Job M.S.B.A. in Finance, University of Rochester William E. Simon Graduate School of Business Administration
Industry Financial Services
Experience
Taiwan Student Association, Purdue University August 2004 - December 2007
Merrill Lynch June 2007 - August 2007
Higher Ground Dance Company, Purdue University August 2005 - December 2006
Datacraft June 2006 - August 2006
Education
University of Rochester - Simon Business School 2008 — 2009
MSBA, Finance
Purdue University - Krannert School of Management 2004 — 2007
BS, Management & Finance
Taiwan Student Association, Purdue University August 2004 - December 2007
Merrill Lynch June 2007 - August 2007
Higher Ground Dance Company, Purdue University August 2005 - December 2006
Datacraft June 2006 - August 2006
Education
University of Rochester - Simon Business School 2008 — 2009
MSBA, Finance
Purdue University - Krannert School of Management 2004 — 2007
BS, Management & Finance
Harkamal Kalsi Harkamal Kalsi's Merrill Lynch Experience April 2008 - January 2010
Job Senior Software Architect at CA Technologies
Industry Computer Software
Experience
CA Technologies June 2015 - Present
CA Technologies September 2012 - June 2015
CA January 2010 - September 2012
Merrill Lynch April 2008 - January 2010
CA May 2004 - March 2008
Infosys May 2004 - March 2008
Skills
Siteminder, LDAP, SSO, SAML, Web Services, Information Security, PKI, Security, IAM, Integration, Weblogic, Federation, Solution Architecture, Computer Security, Architectures, Identity Federation, Unix, SOA, Java, JSP, Architecture, Databases, Java Enterprise Edition, Solaris, Access Management, Identity Management, Cloud Computing, Perl, Virtualization, Enterprise Architecture, C++, Web Security, Agile, Requirements Analysis, Requirements Management, Pre-sales, SDLC, Professional Services, layer 7 gateway, WebLogic, Agile Methodologies
Education
Punjab Technical University 1999 — 2003
BTech, Computer Science
St Josephs 1985 — 1997
CA Technologies June 2015 - Present
CA Technologies September 2012 - June 2015
CA January 2010 - September 2012
Merrill Lynch April 2008 - January 2010
CA May 2004 - March 2008
Infosys May 2004 - March 2008
Skills
Siteminder, LDAP, SSO, SAML, Web Services, Information Security, PKI, Security, IAM, Integration, Weblogic, Federation, Solution Architecture, Computer Security, Architectures, Identity Federation, Unix, SOA, Java, JSP, Architecture, Databases, Java Enterprise Edition, Solaris, Access Management, Identity Management, Cloud Computing, Perl, Virtualization, Enterprise Architecture, C++, Web Security, Agile, Requirements Analysis, Requirements Management, Pre-sales, SDLC, Professional Services, layer 7 gateway, WebLogic, Agile Methodologies
Education
Punjab Technical University 1999 — 2003
BTech, Computer Science
St Josephs 1985 — 1997
Asad Hasnat Asad Hasnat's Merrill Lynch Experience November 2007 - June 2008
Job Credit Risk Management & Advisory at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2014 - Present
Financial Consulting April 2011 - April 2013
USC Marshall School of Business February 2010 - February 2011
Merrill Lynch November 2007 - June 2008
iris communications, Pakistan December 1999 - January 2002
SAKnet solutions June 1998 - December 1999
Skills
Strategic Management, Management Consulting, Financial Modeling, Team Leadership, Problem Solving, Oral & Written..., Cultural Intelligence, Strategy Development, Financial Valuation, Strategy, Business Strategy, Valuation, Leadership, Data Analysis, Policy, Competitive Analysis, Research, Portfolio Management, Investments, Start-ups, Analysis, Management, Project Management, Strategic Planning
Education
Queen's University 2013 — 2014
MBA, Managment Consulting
University of Southern California - Marshall School of Business 2006 — 2009
BSc., Business Administration, Finance and Strategic Management
Beaconhouse Informatics University 2002 — 2004
Diploma In Computer Studies, Computer Science
Goldman Sachs November 2014 - Present
Financial Consulting April 2011 - April 2013
USC Marshall School of Business February 2010 - February 2011
Merrill Lynch November 2007 - June 2008
iris communications, Pakistan December 1999 - January 2002
SAKnet solutions June 1998 - December 1999
Skills
Strategic Management, Management Consulting, Financial Modeling, Team Leadership, Problem Solving, Oral & Written..., Cultural Intelligence, Strategy Development, Financial Valuation, Strategy, Business Strategy, Valuation, Leadership, Data Analysis, Policy, Competitive Analysis, Research, Portfolio Management, Investments, Start-ups, Analysis, Management, Project Management, Strategic Planning
Education
Queen's University 2013 — 2014
MBA, Managment Consulting
University of Southern California - Marshall School of Business 2006 — 2009
BSc., Business Administration, Finance and Strategic Management
Beaconhouse Informatics University 2002 — 2004
Diploma In Computer Studies, Computer Science
Thomas W. Gross Thomas W. Gross's Merrill Lynch Experience June 2011 - August 2011
Job Investment Grade Syndicate Analyst at Citigroup Global Markets
Industry Financial Services
Experience
Citi June 2013 - Present
Citi June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Financial Analysis, Financial Accounting, Equities, Bloomberg Terminal
Education
The Johns Hopkins University 2009 — 2013
Economics; Entrepreneurship and Management
Queen Mary, U. of London 2011 — 2011
University School 2005 — 2009
Citi June 2013 - Present
Citi June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Financial Analysis, Financial Accounting, Equities, Bloomberg Terminal
Education
The Johns Hopkins University 2009 — 2013
Economics; Entrepreneurship and Management
Queen Mary, U. of London 2011 — 2011
University School 2005 — 2009
Roger Loesch's Merrill Lynch Experience April 2000 - May 2002
Job Vice President, Market Risk, Bank of America
Industry Banking
Experience
Bank of America 2013 - Present
Bank of America - Merrill Lynch Division 2010 - 2013
Wachovia Securities, LLC July 2006 - July 2009
Morgan Stanley August 2003 - January 2006
Merrill Lynch April 2000 - May 2002
Morgan Stanley January 1999 - April 2000
A.T. Kearney January 1997 - April 1999
Christie's December 1992 - December 1996
Kraft Foods Group June 1986 - December 1992
Skills
Wealth Management, Private Equity, Strategy, Investments, Financial Services, Financial Modeling, Accounting, Insurance, Corporate Finance, Banking, Financial Management, Operations Management, Asset Managment, Team Leadership, Organizational..., Recruiting, Project Management, Securities, Strategic Finance, Matrix Management, Business Continuity..., Portfolio Optimization, Portfolio Management, Compliance Oversight, Risk Management, Strategic Financial..., Management, Economics, Human Resource Planning, Compensation Strategies, Real Estate Negotiating, Location Management, Facilities Management, Global Leadership, Multi-Site Experience, Cross Functional Team..., Offshore Solutions, Financial Projection, Corporate Budgeting, Negotiation, Cost-containment, Administration, Cost Control, Sales&Marketing, Presentations, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Organizational Review, Change Management
Education
University of Notre Dame - Mendoza College of Business 1985 — 1986
MBA, Finance with Honors
Purdue University - Krannert School of Management 1981 — 1985
B.S., General Management
Bank of America 2013 - Present
Bank of America - Merrill Lynch Division 2010 - 2013
Wachovia Securities, LLC July 2006 - July 2009
Morgan Stanley August 2003 - January 2006
Merrill Lynch April 2000 - May 2002
Morgan Stanley January 1999 - April 2000
A.T. Kearney January 1997 - April 1999
Christie's December 1992 - December 1996
Kraft Foods Group June 1986 - December 1992
Skills
Wealth Management, Private Equity, Strategy, Investments, Financial Services, Financial Modeling, Accounting, Insurance, Corporate Finance, Banking, Financial Management, Operations Management, Asset Managment, Team Leadership, Organizational..., Recruiting, Project Management, Securities, Strategic Finance, Matrix Management, Business Continuity..., Portfolio Optimization, Portfolio Management, Compliance Oversight, Risk Management, Strategic Financial..., Management, Economics, Human Resource Planning, Compensation Strategies, Real Estate Negotiating, Location Management, Facilities Management, Global Leadership, Multi-Site Experience, Cross Functional Team..., Offshore Solutions, Financial Projection, Corporate Budgeting, Negotiation, Cost-containment, Administration, Cost Control, Sales&Marketing, Presentations, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Organizational Review, Change Management
Education
University of Notre Dame - Mendoza College of Business 1985 — 1986
MBA, Finance with Honors
Purdue University - Krannert School of Management 1981 — 1985
B.S., General Management
Jeff Bradshaw Jeff Bradshaw's Merrill Lynch Experience 1999 - 2000
Job Independent Financial Advisor / Agriculture Real Estate
Industry Financial Services
Experience
Sierra Pacific Financial Services, Inc. 2001 - Present
John Deere 2006 - 2010
Merrill Lynch 1999 - 2000
Netafim Irrigation Inc., 1995 - 1999
Monsanto 1991 - 1995
Monsanto 1988 - 1990
Monsanto 1982 - 1988
Skills
Change Management, Leadership, Marketing Strategy, Market Research, Project Planning, Analysis, Product Management, Microsoft Excel, Business Process..., Competitive Analysis, Business Analysis, Agriculture, Portfolio Management, Risk Management, Financial Planners, Business Financial..., Agricultural Marketing, Independent Financial..., Financial Markets, Real Estate Transactions, Real Estate Development, Agribusiness, 401k Rollovers, Employee Benefits, Agricultural Economics, Farms
Education
University of San Francisco 1993 — 1995
MBA, International Business
Purdue University 1978 — 1982
B.S., Agriculture Economics
Sierra Pacific Financial Services, Inc. 2001 - Present
John Deere 2006 - 2010
Merrill Lynch 1999 - 2000
Netafim Irrigation Inc., 1995 - 1999
Monsanto 1991 - 1995
Monsanto 1988 - 1990
Monsanto 1982 - 1988
Skills
Change Management, Leadership, Marketing Strategy, Market Research, Project Planning, Analysis, Product Management, Microsoft Excel, Business Process..., Competitive Analysis, Business Analysis, Agriculture, Portfolio Management, Risk Management, Financial Planners, Business Financial..., Agricultural Marketing, Independent Financial..., Financial Markets, Real Estate Transactions, Real Estate Development, Agribusiness, 401k Rollovers, Employee Benefits, Agricultural Economics, Farms
Education
University of San Francisco 1993 — 1995
MBA, International Business
Purdue University 1978 — 1982
B.S., Agriculture Economics
Jordan Pohl's Merrill Lynch Experience May 2011 - August 2011
Job Student at Purdue University
Industry Financial Services
Experience
Marco's Pizza August 2010 - Present
Merrill Lynch May 2011 - August 2011
Kenny Kent Chevrolet May 2009 - August 2009
Evansville Country Club May 2008 - August 2008
Education
Purdue University 2007 — 2011
Marco's Pizza August 2010 - Present
Merrill Lynch May 2011 - August 2011
Kenny Kent Chevrolet May 2009 - August 2009
Evansville Country Club May 2008 - August 2008
Education
Purdue University 2007 — 2011
Jennifer Samas Jennifer Samas's Merrill Lynch Experience June 2007 - 2009
Job Your partner for achieving sales effectiveness and operations transformations
Industry Management Consulting
Experience
Onside Management Consulting 2014 - Present
Liberty Mutual Insurance 2012 - December 2013
McKinsey & Company May 2009 - March 2012
Merrill Lynch June 2007 - 2009
Merrill Lynch November 2006 - June 2007
Merrill Lynch September 2004 - November 2006
Merrill Lynch July 2001 - September 2004
Skills
Management Consulting, Business Process..., Financial Services, Change Management, Business Transformation, Operations Management, Coaching, Lean Operations, Strategy, Program Management, Six Sigma, CRM, Operational Excellence, Customer Experience, Talent Management, Leadership, Risk Management, Service Delivery, Lean Manufacturing, Process Improvement, Microsoft Excel, Management
Education
Purdue University - Krannert School of Management 1999 — 2001
MBA, Operations Management
University of Alberta
Bachelor of Arts
Onside Management Consulting 2014 - Present
Liberty Mutual Insurance 2012 - December 2013
McKinsey & Company May 2009 - March 2012
Merrill Lynch June 2007 - 2009
Merrill Lynch November 2006 - June 2007
Merrill Lynch September 2004 - November 2006
Merrill Lynch July 2001 - September 2004
Skills
Management Consulting, Business Process..., Financial Services, Change Management, Business Transformation, Operations Management, Coaching, Lean Operations, Strategy, Program Management, Six Sigma, CRM, Operational Excellence, Customer Experience, Talent Management, Leadership, Risk Management, Service Delivery, Lean Manufacturing, Process Improvement, Microsoft Excel, Management
Education
Purdue University - Krannert School of Management 1999 — 2001
MBA, Operations Management
University of Alberta
Bachelor of Arts
Darsh Makim, CRPC®, AIF®'s Merrill Lynch Experience October 2005 - May 2008
Job Capstone Retirement Group
Industry Financial Services
Experience
Capstone Retirement Group May 2008 - Present
Merrill Lynch October 2005 - May 2008
Carnival Cruise Lines November 2000 - March 2005
Skills
Series 7, Finance, Series 63, Wealth Management, Retirement, Retirement Plan..., Series 24, Uniform Combined State..., Mutual Funds, 401k, Investments, Life & Health Licenses, Credit, Strategic Financial..., series 66
Education
Purdue University 1994 — 1998
B.S., Hospitality Management
Capstone Retirement Group May 2008 - Present
Merrill Lynch October 2005 - May 2008
Carnival Cruise Lines November 2000 - March 2005
Skills
Series 7, Finance, Series 63, Wealth Management, Retirement, Retirement Plan..., Series 24, Uniform Combined State..., Mutual Funds, 401k, Investments, Life & Health Licenses, Credit, Strategic Financial..., series 66
Education
Purdue University 1994 — 1998
B.S., Hospitality Management
Paul Reidy Paul Reidy's Merrill Lynch Experience 1995 - 1999
Job HotspotFX: Technology, Operations and Strategy
Industry Financial Services
Experience
Knight Capital Group / HotspotFX - Technology, Operations and Strategy June 2005 - Present
Knight Capital Group / DirectEdgeECN (cto) June 2005 - July 2007
Bloomberg 2001 - 2005
Bondbook ECN 2000 - 2001
Kabira Technologies 2000 - 2001
Merrill Lynch 1995 - 1999
Skills
Electronic Trading, Fixed Income, Equities, Derivatives, Product Management, Web Development, Management, Leadership, FX trading, Software Development, Business Strategy, E-commerce, Team Leadership, C++, Java, python, JavaScript, Realtime Programming, Trading Systems, Capital Markets, Financial Markets, Hedge Funds
Education
Queen Mary, U. of London 1988 — 1991
BSc, Computer Science
Knight Capital Group / HotspotFX - Technology, Operations and Strategy June 2005 - Present
Knight Capital Group / DirectEdgeECN (cto) June 2005 - July 2007
Bloomberg 2001 - 2005
Bondbook ECN 2000 - 2001
Kabira Technologies 2000 - 2001
Merrill Lynch 1995 - 1999
Skills
Electronic Trading, Fixed Income, Equities, Derivatives, Product Management, Web Development, Management, Leadership, FX trading, Software Development, Business Strategy, E-commerce, Team Leadership, C++, Java, python, JavaScript, Realtime Programming, Trading Systems, Capital Markets, Financial Markets, Hedge Funds
Education
Queen Mary, U. of London 1988 — 1991
BSc, Computer Science
Linda Stalker Linda Stalker's Merrill Lynch Experience June 2000 - June 2003
Job Wealth Advisory Services at Henderson Partners LLP
Industry Financial Services
Experience
Henderson Partners LLP June 2005 - Present
RBC Dominion Securities 2003 - 2005
Merrill Lynch June 2000 - June 2003
Bank of Montreal November 1998 - April 2000
Canada Trust 1986 - 1998
Skills
Wealth Management, Estate Planning, High Net Worth..., Financial Planning, Retirement Planning, Small Business, Family Office, Investment Advisory, Strategic Financial..., Investment Management, Investment Strategies, Investments, Finance, Insurance, Financial Services, Wealth, Financial Advisory, Life Insurance
Education
Queen's University 1985 — 1989
Honours BA, Pyschology
The University of Western Ontario 1982 — 1984
Henderson Partners LLP June 2005 - Present
RBC Dominion Securities 2003 - 2005
Merrill Lynch June 2000 - June 2003
Bank of Montreal November 1998 - April 2000
Canada Trust 1986 - 1998
Skills
Wealth Management, Estate Planning, High Net Worth..., Financial Planning, Retirement Planning, Small Business, Family Office, Investment Advisory, Strategic Financial..., Investment Management, Investment Strategies, Investments, Finance, Insurance, Financial Services, Wealth, Financial Advisory, Life Insurance
Education
Queen's University 1985 — 1989
Honours BA, Pyschology
The University of Western Ontario 1982 — 1984
Alan Johnson's Merrill Lynch Experience April 2007 - December 2008
Job Business Development Manager at The Entrust Group
Industry Investment Management
Experience
The Entrust Group April 2015 - Present
Johnson Harper LLC May 2009 - April 2015
Lincoln Financial Securities Corporation January 2009 - May 2009
Merrill Lynch April 2007 - December 2008
Infineum USA L.P. January 2003 - March 2007
Business Research Group (formerly BRG Townsend) September 2001 - December 2002
Expert Referral Technologies, Inc. January 2001 - December 2002
BASF Corporation April 1997 - December 2000
BASF Corporation 1995 - April 1997
BASF Corporation 1992 - 1995
Skills
Strategy, Portfolio Management, Risk Management, Investments, Market Research, Strategic Planning, Business Planning, New Business Development, Business Strategy, Business Development, Capital Markets, Management, Finance, Forecasting, ETFs, Asset Management, Analysis, Alternative Investments, Trading Strategies, Monte Carlo Simulation, Market Analysis, Hedging, Options, Derivatives, Investment Strategies, Valuation, Product Management, Entrepreneurship, Asset Allocation, Investment Management, Equities, Equity Derivatives, Investment Advisory, Equity Trading, Securities, Strategic Financial..., Start-ups
Education
Purdue University 1972 — 1977
B.S., Chemical Engineering
Anderson High School 1970 — 1972
High School
Huntington (North) High School 1968 — 1970
High School
The Entrust Group April 2015 - Present
Johnson Harper LLC May 2009 - April 2015
Lincoln Financial Securities Corporation January 2009 - May 2009
Merrill Lynch April 2007 - December 2008
Infineum USA L.P. January 2003 - March 2007
Business Research Group (formerly BRG Townsend) September 2001 - December 2002
Expert Referral Technologies, Inc. January 2001 - December 2002
BASF Corporation April 1997 - December 2000
BASF Corporation 1995 - April 1997
BASF Corporation 1992 - 1995
Skills
Strategy, Portfolio Management, Risk Management, Investments, Market Research, Strategic Planning, Business Planning, New Business Development, Business Strategy, Business Development, Capital Markets, Management, Finance, Forecasting, ETFs, Asset Management, Analysis, Alternative Investments, Trading Strategies, Monte Carlo Simulation, Market Analysis, Hedging, Options, Derivatives, Investment Strategies, Valuation, Product Management, Entrepreneurship, Asset Allocation, Investment Management, Equities, Equity Derivatives, Investment Advisory, Equity Trading, Securities, Strategic Financial..., Start-ups
Education
Purdue University 1972 — 1977
B.S., Chemical Engineering
Anderson High School 1970 — 1972
High School
Huntington (North) High School 1968 — 1970
High School
Arthur Wallach Arthur Wallach's Merrill Lynch Experience 1987 - 2001
Job Portfolio Manager at Atos
Industry Information Technology and Services
Experience
Atos October 2012 - Present
The McGraw-Hill Companies January 2011 - September 2012
A.Wallach and Associates, LLC. January 2009 - February 2011
Enterprise Solution Providers August 2008 - December 2008
Bank of New York Mellon June 2001 - August 2008
Pretzel Logic, Inc. January 2000 - February 2001
Merrill Lynch 1987 - 2001
ADP - Brokerage Services 1984 - 1987
TradeCenter Inc 1984 - 1985
Skills
ITIL, Disaster Recovery, Mergers, Process Engineering, PMP, Project Management, Change Management, Operations Management, Risk Management, Program Management, Integration, Vendor Management, IT Strategy, IT Management, SDLC, Management, Data Center, Project Portfolio..., MS Project, Troubleshooting, IT Service Management, SharePoint, CRM, Strategy, Leadership, Software Documentation, Team Leadership, Telecommunications, PMO
Education
Queens College 1977 — 1982
Atos October 2012 - Present
The McGraw-Hill Companies January 2011 - September 2012
A.Wallach and Associates, LLC. January 2009 - February 2011
Enterprise Solution Providers August 2008 - December 2008
Bank of New York Mellon June 2001 - August 2008
Pretzel Logic, Inc. January 2000 - February 2001
Merrill Lynch 1987 - 2001
ADP - Brokerage Services 1984 - 1987
TradeCenter Inc 1984 - 1985
Skills
ITIL, Disaster Recovery, Mergers, Process Engineering, PMP, Project Management, Change Management, Operations Management, Risk Management, Program Management, Integration, Vendor Management, IT Strategy, IT Management, SDLC, Management, Data Center, Project Portfolio..., MS Project, Troubleshooting, IT Service Management, SharePoint, CRM, Strategy, Leadership, Software Documentation, Team Leadership, Telecommunications, PMO
Education
Queens College 1977 — 1982
Chandan Jha Chandan Jha's Merrill Lynch Experience May 2007 - May 2009
Job Senior BA/QA FI Trading Technology at Wells Fargo Securities
Industry Investment Banking
Experience
Synechron June 2014 - Present
State Street May 2013 - May 2014
Headstrong March 2011 - April 2013
Barclays Capital September 2009 - October 2010
Merrill Lynch May 2007 - May 2009
Headstrong May 2007 - May 2009
Sapient April 2006 - May 2007
Skills
Investment Banking, Trading Platforms, Calypso, Capital Markets, Financial Services, Functional Requirements, Trading Systems, Equities, Testing, Back Office, Derivatives, Quality Center, Interest Rate..., Equity Derivatives, Fixed Income, Credit Derivatives, Requirements Analysis, Business Analysis, Middle Office, SDLC, Money Market, Market Data
Education
Punjab Technical University
Master of Science (M.Sc.), Information Technology
Synechron June 2014 - Present
State Street May 2013 - May 2014
Headstrong March 2011 - April 2013
Barclays Capital September 2009 - October 2010
Merrill Lynch May 2007 - May 2009
Headstrong May 2007 - May 2009
Sapient April 2006 - May 2007
Skills
Investment Banking, Trading Platforms, Calypso, Capital Markets, Financial Services, Functional Requirements, Trading Systems, Equities, Testing, Back Office, Derivatives, Quality Center, Interest Rate..., Equity Derivatives, Fixed Income, Credit Derivatives, Requirements Analysis, Business Analysis, Middle Office, SDLC, Money Market, Market Data
Education
Punjab Technical University
Master of Science (M.Sc.), Information Technology
Philip Tinsley, CFA, MBA, JD Philip Tinsley, CFA, MBA, JD's Merrill Lynch Experience July 2001 - August 2003
Job Real Estate Development & Renewable Energy Finance
Industry Real Estate
Experience
Demeter Power Group, Inc. September 2012 - Present
PACRIM U.S. LLC December 2014 - October 2015
Matthews Southwest July 2005 - December 2012
UBS Investment Bank August 2003 - July 2005
Merrill Lynch July 2001 - August 2003
New Vantage Group (Venture Capital) May 2000 - July 2001
PricewaterhouseCoopers August 1998 - May 1999
Skills
Commercial Real Estate, Solar Finance, Strategic Partnerships, Real Estate Transactions, Real Estate Development, Due Diligence, Acquisitions, Financial Analysis, Financial Modeling, Disposition, Asset Management, Leases, Capital Markets, Investment Properties, Real Estate Financing, Valuation, Portfolio Management, Location Intelligence, Real Estate Acquisitions, Investment Banking, Private Equity, Deal Sourcing, Real Estate Private..., Asset Managment, Mergers & Acquisitions, Real Estate, Dispositions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance
University of Pittsburgh School of Law 1997 — 2000
JD, Real Estate, Corporate Finance
Queen's University
Bachelor of Commerce (B.Com.), Finance, Honors
Demeter Power Group, Inc. September 2012 - Present
PACRIM U.S. LLC December 2014 - October 2015
Matthews Southwest July 2005 - December 2012
UBS Investment Bank August 2003 - July 2005
Merrill Lynch July 2001 - August 2003
New Vantage Group (Venture Capital) May 2000 - July 2001
PricewaterhouseCoopers August 1998 - May 1999
Skills
Commercial Real Estate, Solar Finance, Strategic Partnerships, Real Estate Transactions, Real Estate Development, Due Diligence, Acquisitions, Financial Analysis, Financial Modeling, Disposition, Asset Management, Leases, Capital Markets, Investment Properties, Real Estate Financing, Valuation, Portfolio Management, Location Intelligence, Real Estate Acquisitions, Investment Banking, Private Equity, Deal Sourcing, Real Estate Private..., Asset Managment, Mergers & Acquisitions, Real Estate, Dispositions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance
University of Pittsburgh School of Law 1997 — 2000
JD, Real Estate, Corporate Finance
Queen's University
Bachelor of Commerce (B.Com.), Finance, Honors
Sheldon Brandau, CFA, CAIA Sheldon Brandau, CFA, CAIA's Merrill Lynch Experience 2004 - 2009
Job Director, Senior Portfolio Manager
Industry Financial Services
Experience
City National Rochdale 2009 - Present
Merrill Lynch 2004 - 2009
Kaplan 2002 - 2008
State Street Corporation 2000 - 2004
Sanford C. Bernstein 1994 - 1998
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, Statistics
Purdue University 1989 — 1994
BS, Management
City National Rochdale 2009 - Present
Merrill Lynch 2004 - 2009
Kaplan 2002 - 2008
State Street Corporation 2000 - 2004
Sanford C. Bernstein 1994 - 1998
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, Statistics
Purdue University 1989 — 1994
BS, Management
Dan Duke Dan Duke's Merrill Lynch Experience 2002 - 2007
Job Managing Director, Market Executive at US Trust
Industry Financial Services
Experience
US Trust October 2010 - Present
SeaCrest Wealth Management 2009 - 2010
Bank of America 2007 - 2009
Merrill Lynch 2002 - 2007
RBC Financial Group 1994 - 2002
Skills
Strategic Planning, Wealth Management, Recruiting, Coaching, Financial Advisory, Investments, Strategy, ETFs, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor, Professional Designation, High Networth Wealth Management
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
MBA
Queen's University 1989 — 1993
BA Honours, Economics
US Trust October 2010 - Present
SeaCrest Wealth Management 2009 - 2010
Bank of America 2007 - 2009
Merrill Lynch 2002 - 2007
RBC Financial Group 1994 - 2002
Skills
Strategic Planning, Wealth Management, Recruiting, Coaching, Financial Advisory, Investments, Strategy, ETFs, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor, Professional Designation, High Networth Wealth Management
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
MBA
Queen's University 1989 — 1993
BA Honours, Economics
James Martzall's Merrill Lynch Experience May 2007 - September 2007
Job Business Development at Ultra Electronics
Industry Defense & Space
Experience
Ultra Electronics January 2012 - Present
Arthrex August 2010 - December 2011
Biomet August 2009 - May 2010
Johnson & Johnson May 2008 - September 2009
Purdue University 2004 - 2008
Merrill Lynch May 2007 - September 2007
Lake Lite Inc. May 2004 - September 2007
Skills
Operating Room, Spine, Capital Equipment, Selling, Cold Calling, Surgeons, Sales, Orthopedic, Pharmaceutical Industry, Pain Management, Management, Account Management, Orthopedics, Sales Management
Education
Purdue University 2004 — 2008
BA, Advertising
Ultra Electronics January 2012 - Present
Arthrex August 2010 - December 2011
Biomet August 2009 - May 2010
Johnson & Johnson May 2008 - September 2009
Purdue University 2004 - 2008
Merrill Lynch May 2007 - September 2007
Lake Lite Inc. May 2004 - September 2007
Skills
Operating Room, Spine, Capital Equipment, Selling, Cold Calling, Surgeons, Sales, Orthopedic, Pharmaceutical Industry, Pain Management, Management, Account Management, Orthopedics, Sales Management
Education
Purdue University 2004 — 2008
BA, Advertising
Brian Choe Brian Choe's Merrill Lynch Experience May 2001 - May 2003
Job Founder, CEO at Visibook
Industry Internet
Experience
Visibook February 2013 - Present
Alvarez and Marsal April 2007 - January 2013
Harbert Management June 2003 - May 2006
Merrill Lynch May 2001 - May 2003
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Operations Management, Cash Flow Forecasting, Variance Analysis, Debt Restructuring, Capital Structure, Corporate Budgeting, Risk Assessment, Process Improvement, Investments, Investment Management, Equity Derivatives, Credit Derivatives, Valuation, Competitive Analysis, Risk Management, Analysis
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Focus in Finance, Strategy
Purdue University 1992 — 1997
Bachelor of Science (BS), Mechanical Engineering, Highest Distinction (Top 1%)
Visibook February 2013 - Present
Alvarez and Marsal April 2007 - January 2013
Harbert Management June 2003 - May 2006
Merrill Lynch May 2001 - May 2003
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Operations Management, Cash Flow Forecasting, Variance Analysis, Debt Restructuring, Capital Structure, Corporate Budgeting, Risk Assessment, Process Improvement, Investments, Investment Management, Equity Derivatives, Credit Derivatives, Valuation, Competitive Analysis, Risk Management, Analysis
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Focus in Finance, Strategy
Purdue University 1992 — 1997
Bachelor of Science (BS), Mechanical Engineering, Highest Distinction (Top 1%)
Gabriel Wong's Merrill Lynch Experience July 2010 - July 2010
Job Associate at Mazars Corporate Recovery & Forensic Services Limited
Industry Management Consulting
Experience
Hamilton International LLC November 2013 - July 2014
KPMG July 2012 - August 2012
Wing Hang Bank June 2011 - August 2011
Merrill Lynch July 2010 - July 2010
i-CABLE Communications Limited June 2010 - June 2010
Skills
Statistics, Finance, Economics, Microsoft Office, Financial Modeling, Public Speaking, Management, Problem Solving, Python Programming..., Bloomberg Terminal, Photoshop, Leadership, Cantonese, Mandarin, Microsoft Excel, Cost Planning, Cost Reporting
Education
Purdue University 2009 — 2013
Bachelor of Science, Economics
Hong Kong International School 1999 — 2009
High School Diploma
Hamilton International LLC November 2013 - July 2014
KPMG July 2012 - August 2012
Wing Hang Bank June 2011 - August 2011
Merrill Lynch July 2010 - July 2010
i-CABLE Communications Limited June 2010 - June 2010
Skills
Statistics, Finance, Economics, Microsoft Office, Financial Modeling, Public Speaking, Management, Problem Solving, Python Programming..., Bloomberg Terminal, Photoshop, Leadership, Cantonese, Mandarin, Microsoft Excel, Cost Planning, Cost Reporting
Education
Purdue University 2009 — 2013
Bachelor of Science, Economics
Hong Kong International School 1999 — 2009
High School Diploma
Jordan O'Connor's Merrill Lynch Experience July 2013 - August 2013
Job Student
Industry
Experience
Johnny Carino's June 2015 - August 2015
Texas Office of the Governor June 2015 - August 2015
Genghis Grill May 2014 - August 2014
Merrill Lynch July 2013 - August 2013
Guadalajara Hacienda June 2012 - August 2012
Homecoming Supplies Superstore June 2011 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Social Networking, Public Speaking, Time Management, Social Media
Education
St. Edward's University 2012 — 2016
Bachelor of Business Administration (B.B.A.), International Business and Minor in Political Science
Queen Mary, U. of London 2014 — 2014
Johnny Carino's June 2015 - August 2015
Texas Office of the Governor June 2015 - August 2015
Genghis Grill May 2014 - August 2014
Merrill Lynch July 2013 - August 2013
Guadalajara Hacienda June 2012 - August 2012
Homecoming Supplies Superstore June 2011 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Social Networking, Public Speaking, Time Management, Social Media
Education
St. Edward's University 2012 — 2016
Bachelor of Business Administration (B.B.A.), International Business and Minor in Political Science
Queen Mary, U. of London 2014 — 2014
Baron Piccard Murdock's Merrill Lynch Experience January 1999 - May 2001
Job Managing Partner GreenBox Ventures LLC
Industry Venture Capital & Private Equity
Experience
Greenbox Ventures LLC. February 2010 - Present
Walmart April 2011 - December 2013
Piccard Capital Management December 2005 - June 2007
Citi Group May 1997 - March 2003
Merrill Lynch January 1999 - May 2001
Athletes Against Drugs 1995 - 2001
Edward Jones 1995 - 1997
Skills
Management, SaaS, Cloud Computing, Investments, Sales, Public Speaking, Finance, Creative Direction, Entrepreneurship, Time Management, Start-ups, Mobile Applications, Strategy, Mergers & Acquisitions, Strategic Partnerships
Education
Purdue University 1987 — 1993
BS, Financial Counsel and Plan
Greenbox Ventures LLC. February 2010 - Present
Walmart April 2011 - December 2013
Piccard Capital Management December 2005 - June 2007
Citi Group May 1997 - March 2003
Merrill Lynch January 1999 - May 2001
Athletes Against Drugs 1995 - 2001
Edward Jones 1995 - 1997
Skills
Management, SaaS, Cloud Computing, Investments, Sales, Public Speaking, Finance, Creative Direction, Entrepreneurship, Time Management, Start-ups, Mobile Applications, Strategy, Mergers & Acquisitions, Strategic Partnerships
Education
Purdue University 1987 — 1993
BS, Financial Counsel and Plan
Joe Vertenten's Merrill Lynch Experience July 2000 - January 2001
Job Business Strategy Director, Advanced Innovation Team at Dell
Industry Computer Hardware
Experience
Dell April 2012 - Present
Dell August 2009 - April 2012
Dell May 2006 - August 2009
Dell November 2002 - May 2006
Dell May 2001 - November 2002
Dell February 2001 - May 2001
Merrill Lynch July 2000 - January 2001
Purdue University August 1998 - May 2000
Pratt & Whitney May 1999 - August 1999
US Navy July 1997 - August 1998
Skills
New Business Development, Problem Solving, Forecasting, Pricing, Cross-functional Team..., Demand Forecasting, Business Strategy, Interpersonal..., Cross-functional..., Analysis, Product Development, Business Process..., Competitive Analysis, Segmentation, Finance, Process Improvement, Market Analysis, Quality Assurance, Management, Recruiting, Leadership, Product Marketing, Business Process, Program Management, Procurement, Pricing Strategy, Operations Management, Supply Chain Management, Mobile Devices, Financial Analysis, Product Launch, Sales Operations, Analytics, Product Management, P&L Management, Project Planning, Product Lifecycle..., Vendor Management, Contract Negotiation, Business Development, Solution Selling, Six Sigma, Strategic Partnerships, Supply Management, Go-to-market Strategy, Negotiation, Enterprise Software, Retail, Supply Chain, Strategic Sourcing
Education
Purdue University - Krannert School of Management 1998 — 2000
MBA, Operations, Finance
University of Notre Dame 1986 — 1990
BS, Pre-Professional Studies, Science-Business Concentration
Dell April 2012 - Present
Dell August 2009 - April 2012
Dell May 2006 - August 2009
Dell November 2002 - May 2006
Dell May 2001 - November 2002
Dell February 2001 - May 2001
Merrill Lynch July 2000 - January 2001
Purdue University August 1998 - May 2000
Pratt & Whitney May 1999 - August 1999
US Navy July 1997 - August 1998
Skills
New Business Development, Problem Solving, Forecasting, Pricing, Cross-functional Team..., Demand Forecasting, Business Strategy, Interpersonal..., Cross-functional..., Analysis, Product Development, Business Process..., Competitive Analysis, Segmentation, Finance, Process Improvement, Market Analysis, Quality Assurance, Management, Recruiting, Leadership, Product Marketing, Business Process, Program Management, Procurement, Pricing Strategy, Operations Management, Supply Chain Management, Mobile Devices, Financial Analysis, Product Launch, Sales Operations, Analytics, Product Management, P&L Management, Project Planning, Product Lifecycle..., Vendor Management, Contract Negotiation, Business Development, Solution Selling, Six Sigma, Strategic Partnerships, Supply Management, Go-to-market Strategy, Negotiation, Enterprise Software, Retail, Supply Chain, Strategic Sourcing
Education
Purdue University - Krannert School of Management 1998 — 2000
MBA, Operations, Finance
University of Notre Dame 1986 — 1990
BS, Pre-Professional Studies, Science-Business Concentration
E. Todd Marquardt, CFP®, ChFC® E. Todd Marquardt, CFP®, ChFC®'s Merrill Lynch Experience July 1995 - January 2003
Job President, Marquardt Wealth Management, LLC
Industry Financial Services
Experience
Marquardt Wealth Management, LLC January 2003 - Present
Merrill Lynch July 1995 - January 2003
Education
The American College 2001 — 2011
CFP®, ChFC®
Purdue University 1990 — 1995
BS, Financial Planning
Timothy Christian HS
Marquardt Wealth Management, LLC January 2003 - Present
Merrill Lynch July 1995 - January 2003
Education
The American College 2001 — 2011
CFP®, ChFC®
Purdue University 1990 — 1995
BS, Financial Planning
Timothy Christian HS
Lucy Terhune's Merrill Lynch Experience May 2010 - August 2010
Job Staff at Latea Bubble Tea Lounge
Industry Accounting
Experience
Latea Bubble Tea Lounge June 2015 - Present
Hotbox Pizza June 2015 - August 2015
Red Robin June 2014 - August 2014
American Eagle Outfitters November 2012 - July 2013
Maggie Moo's Ice Cream and Treatery April 2011 - October 2012
Merrill Lynch May 2010 - August 2010
Skills
Leadership, Data Analysis, Microsoft Office, Management, Time Management, French, Spanish, Travel, Accounting, Cultural Awareness, Organization &..., Crowd Control, Team Management, Event Planning, Easily Adaptable, Microsoft Excel
Education
Purdue University 2013 — 2017
Bachelor of Science (BS), Accounting and Business/Management, Sophomore
Latea Bubble Tea Lounge June 2015 - Present
Hotbox Pizza June 2015 - August 2015
Red Robin June 2014 - August 2014
American Eagle Outfitters November 2012 - July 2013
Maggie Moo's Ice Cream and Treatery April 2011 - October 2012
Merrill Lynch May 2010 - August 2010
Skills
Leadership, Data Analysis, Microsoft Office, Management, Time Management, French, Spanish, Travel, Accounting, Cultural Awareness, Organization &..., Crowd Control, Team Management, Event Planning, Easily Adaptable, Microsoft Excel
Education
Purdue University 2013 — 2017
Bachelor of Science (BS), Accounting and Business/Management, Sophomore
Ali Kerr Ali Kerr's Merrill Lynch Experience June 2014 - September 2014
Job Client Finanical Management Analyst at Accenture
Industry Financial Services
Experience
Accenture July 2015 - Present
Merrill Lynch June 2014 - September 2014
Loro Piana June 2013 - September 2013
Gucci Group June 2012 - September 2012
Skills
Microsoft Certified..., Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Research, Event Planning, Marketing, Blogging
Education
University of Denver 2012 — 2015
Bachelor's Degree, Finance and Business Management
Aspen High School 2008 — 2011
Queen Mary, U. of London
Business Management
Accenture July 2015 - Present
Merrill Lynch June 2014 - September 2014
Loro Piana June 2013 - September 2013
Gucci Group June 2012 - September 2012
Skills
Microsoft Certified..., Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Research, Event Planning, Marketing, Blogging
Education
University of Denver 2012 — 2015
Bachelor's Degree, Finance and Business Management
Aspen High School 2008 — 2011
Queen Mary, U. of London
Business Management
Maura Slavens Maura Slavens's Merrill Lynch Experience January 1996 - May 1997
Job Executive Board Coordinator, Kinecta Federal Credit Union
Industry Financial Services
Experience
Cetera Financial Group May 2011 - June 2014
CA Associates April 2010 - May 2011
Johnson Controls June 2005 - February 2009
Johnson Controls November 2004 - June 2005
Tribune Broadcasting April 2003 - November 2004
UBS Wealth Management March 2001 - April 2003
UBS Wealth Management August 1999 - March 2001
JSK Associates, Inc. June 1997 - June 1999
Merrill Lynch January 1996 - May 1997
UBS May 1993 - December 1995
Education
Purchase College, SUNY 1988 — 1992
Bachelor of Arts (BA), Social Science and The Arts
Garden City Highschool, Garden City, NY 1983 — 1986
Cetera Financial Group May 2011 - June 2014
CA Associates April 2010 - May 2011
Johnson Controls June 2005 - February 2009
Johnson Controls November 2004 - June 2005
Tribune Broadcasting April 2003 - November 2004
UBS Wealth Management March 2001 - April 2003
UBS Wealth Management August 1999 - March 2001
JSK Associates, Inc. June 1997 - June 1999
Merrill Lynch January 1996 - May 1997
UBS May 1993 - December 1995
Education
Purchase College, SUNY 1988 — 1992
Bachelor of Arts (BA), Social Science and The Arts
Garden City Highschool, Garden City, NY 1983 — 1986
Daniel Lee, CIMA® Daniel Lee, CIMA®'s Merrill Lynch Experience August 2005 - July 2008
Job Vice President, National Strategic Account Manager
Industry Financial Services
Experience
OppenheimerFunds May 2015 - Present
OppenheimerFunds May 2012 - Present
OppenheimerFunds August 2008 - May 2012
Merrill Lynch August 2005 - July 2008
Skills
Mutual Funds, Investments, Series 6, Series 7, Series 63, Asset Allocation, Financial Advisory, Separately Managed..., Alternative Investments, Public Speaking, Microsoft Excel, Strategic Financial..., Securities, Financial Planning, Excel, Microsoft Office, Outlook, PowerPoint
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Certified Investment Management Analyst (CIMA) Education requirement, Certified Investment Management Analyst (CIMA) Education requirement
Siena College 2001 — 2005
B.S., Finance
Queen Mary, U. of London 2004 — 2004
Finance
OppenheimerFunds May 2015 - Present
OppenheimerFunds May 2012 - Present
OppenheimerFunds August 2008 - May 2012
Merrill Lynch August 2005 - July 2008
Skills
Mutual Funds, Investments, Series 6, Series 7, Series 63, Asset Allocation, Financial Advisory, Separately Managed..., Alternative Investments, Public Speaking, Microsoft Excel, Strategic Financial..., Securities, Financial Planning, Excel, Microsoft Office, Outlook, PowerPoint
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Certified Investment Management Analyst (CIMA) Education requirement, Certified Investment Management Analyst (CIMA) Education requirement
Siena College 2001 — 2005
B.S., Finance
Queen Mary, U. of London 2004 — 2004
Finance
Eni Uwidia's Merrill Lynch Experience June 2009 - August 2009
Job Analyst, GGAS Global Oil at BP
Industry Capital Markets
Experience
BP Integrated Supply & Trading August 2013 - Present
Breakwater Capital December 2012 - June 2013
Breakwater Capital September 2011 - December 2012
Group One Trading May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg Terminal, CQG, Fixed Income, Equity Derivatives, Derivatives, Statistical Modeling, Stata
Education
Purdue University - Krannert School of Management 2007 — 2011
Bachelor of Science, Economics; Statistics
BP Integrated Supply & Trading August 2013 - Present
Breakwater Capital December 2012 - June 2013
Breakwater Capital September 2011 - December 2012
Group One Trading May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg Terminal, CQG, Fixed Income, Equity Derivatives, Derivatives, Statistical Modeling, Stata
Education
Purdue University - Krannert School of Management 2007 — 2011
Bachelor of Science, Economics; Statistics
Jordan Putty Jordan Putty's Merrill Lynch Experience December 2010 - January 2011
Job Beef Pricing Analyst at JBS
Industry Food Production
Experience
JBS August 2014 - Present
JBS January 2014 - August 2014
Prudential Financial June 2013 - August 2013
UBS Global Asset Management June 2012 - August 2012
Texas A&M University August 2007 - May 2011
Merrill Lynch December 2010 - January 2011
Education
Texas A&M University 2012 — 2013
Masters of Agribusiness
Purdue University 2012 — 2012
Texas A&M University 2007 — 2011
Bachelor of Science (BS)
JBS August 2014 - Present
JBS January 2014 - August 2014
Prudential Financial June 2013 - August 2013
UBS Global Asset Management June 2012 - August 2012
Texas A&M University August 2007 - May 2011
Merrill Lynch December 2010 - January 2011
Education
Texas A&M University 2012 — 2013
Masters of Agribusiness
Purdue University 2012 — 2012
Texas A&M University 2007 — 2011
Bachelor of Science (BS)
R. Tyler Julian's Merrill Lynch Experience 2008 - 2008
Job Software Engineer
Industry Computer Software
Experience
21, Inc. 2015 - Present
Biztera 2014 - 2015
Development Specialists, Inc. 2012 - 2014
Prairie Sun Recording Studios 2011 - 2011
Tradeview Software 2009 - 2010
Merrill Lynch 2008 - 2008
Autodesk 2007 - 2008
Let's Dance 415 2006 - 2008
Skills
JavaScript, Node.js, Git, SQL, MongoDB, AngularJS, Shell Scripting, Backbone.js, Mocha, Test Driven Development, Docker, REST, Back-end Development, Front-end Engineering, HTML5, CSS, VBA, Financial Analysis, Microsoft Excel
Education
Hack Reactor 2015 — 2015
Computer Software Engineering
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Economics & Business Management
21, Inc. 2015 - Present
Biztera 2014 - 2015
Development Specialists, Inc. 2012 - 2014
Prairie Sun Recording Studios 2011 - 2011
Tradeview Software 2009 - 2010
Merrill Lynch 2008 - 2008
Autodesk 2007 - 2008
Let's Dance 415 2006 - 2008
Skills
JavaScript, Node.js, Git, SQL, MongoDB, AngularJS, Shell Scripting, Backbone.js, Mocha, Test Driven Development, Docker, REST, Back-end Development, Front-end Engineering, HTML5, CSS, VBA, Financial Analysis, Microsoft Excel
Education
Hack Reactor 2015 — 2015
Computer Software Engineering
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Economics & Business Management
Joseph Ahlersmeyer's Merrill Lynch Experience May 2010 - August 2010
Job 2016 Level III CFA Candidate
Industry Research
Experience
Bosch North America June 2013 - Present
The Coca Cola Company June 2012 - August 2012
Purdue University January 2010 - May 2012
Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Economics, Corporate Finance, Data Analysis, Finance, Bloomberg, Quantitative Analytics, Financial Statement..., Investments, Microsoft Excel, Strategic Financial..., Statistics, Access, PowerPoint, Portfolio Management
Education
Purdue University - Krannert School of Management 2007 — 2013
Masters of Business Administration, Economics, Finance, Operations Management
Bosch North America June 2013 - Present
The Coca Cola Company June 2012 - August 2012
Purdue University January 2010 - May 2012
Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Economics, Corporate Finance, Data Analysis, Finance, Bloomberg, Quantitative Analytics, Financial Statement..., Investments, Microsoft Excel, Strategic Financial..., Statistics, Access, PowerPoint, Portfolio Management
Education
Purdue University - Krannert School of Management 2007 — 2013
Masters of Business Administration, Economics, Finance, Operations Management
Logan Bultemeier's Merrill Lynch Experience June 2011 - August 2011
Job Supplier Analysis & Onboarding Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo October 2013 - June 2014
Wells Fargo Home Mortgage July 2012 - October 2013
Purdue University January 2011 - July 2012
Merrill Lynch June 2011 - August 2011
Physicians Health Plan May 2008 - August 2009
Education
Purdue University 2008 — 2012
B.S., Financial Planning
Wells Fargo June 2014 - Present
Wells Fargo October 2013 - June 2014
Wells Fargo Home Mortgage July 2012 - October 2013
Purdue University January 2011 - July 2012
Merrill Lynch June 2011 - August 2011
Physicians Health Plan May 2008 - August 2009
Education
Purdue University 2008 — 2012
B.S., Financial Planning
Stuart Hester's Merrill Lynch Experience May 2012 - August 2012
Job Consultant at Gibson Consulting G4, LLC
Industry Management Consulting
Experience
Gibson Consulting, G-4, LLC April 2015 - Present
Sigma Chi Fraternity September 2013 - August 2014
Sigma Chi Fraternity April 2012 - May 2014
Merrill Lynch May 2012 - August 2012
Sigma Chi Fraternity May 2011 - December 2011
Skills
Leadership, Management, Risk Management, Time Management, Microsoft Excel, Strategy, Public Speaking, PowerPoint, Strategic Planning, Consulting, Microsoft Office, Data Analysis
Education
Purdue University - Krannert School of Management 2010 — 2014
Bachelor of Science, Management
Study Abroad - Barcelona
Gibson Consulting, G-4, LLC April 2015 - Present
Sigma Chi Fraternity September 2013 - August 2014
Sigma Chi Fraternity April 2012 - May 2014
Merrill Lynch May 2012 - August 2012
Sigma Chi Fraternity May 2011 - December 2011
Skills
Leadership, Management, Risk Management, Time Management, Microsoft Excel, Strategy, Public Speaking, PowerPoint, Strategic Planning, Consulting, Microsoft Office, Data Analysis
Education
Purdue University - Krannert School of Management 2010 — 2014
Bachelor of Science, Management
Study Abroad - Barcelona
Amanda Gifford Amanda Gifford's Merrill Lynch Experience June 2014 - Present
Job Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2014 - Present
Northwestern Mutual June 2013 - May 2014
Northwestern Mutual February 2013 - May 2013
1 Touch Point April 2012 - January 2013
PANDORA A/S November 2011 - March 2012
Abercrombie & Fitch January 2009 - November 2011
Hollister Co January 2009 - November 2010
Skills
Sales, Time Management, Customer Service, Strategic Planning, Marketing, PowerPoint, Public Speaking, Licensed Life & Health..., Event Management, Merchandising, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Event Planning, Team Building, Customer Satisfaction, Leadership, Sales Management, Retail, Visual Merchandising, Inventory Management, Series 6, Series 63, Management, Salesforce.com, Social Networking, Series 7, Series 66
Education
University of Wisconsin-Madison 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Retail Management
Purdue University 2004 — 2005
Merrill Lynch June 2014 - Present
Northwestern Mutual June 2013 - May 2014
Northwestern Mutual February 2013 - May 2013
1 Touch Point April 2012 - January 2013
PANDORA A/S November 2011 - March 2012
Abercrombie & Fitch January 2009 - November 2011
Hollister Co January 2009 - November 2010
Skills
Sales, Time Management, Customer Service, Strategic Planning, Marketing, PowerPoint, Public Speaking, Licensed Life & Health..., Event Management, Merchandising, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Event Planning, Team Building, Customer Satisfaction, Leadership, Sales Management, Retail, Visual Merchandising, Inventory Management, Series 6, Series 63, Management, Salesforce.com, Social Networking, Series 7, Series 66
Education
University of Wisconsin-Madison 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Retail Management
Purdue University 2004 — 2005
Ed Thomas's Merrill Lynch Experience January 1991 - June 1996
Job Senior Account Executive, Financial Services at Salesforce Marketing Cloud
Industry Computer Software
Experience
Salesforce March 2012 - Present
CCH, a Wolters Kluwer business July 2010 - January 2012
IBM June 2007 - April 2010
CA June 2001 - June 2007
EMC November 1999 - July 2001
McDonald Investments June 1996 - November 1999
Merrill Lynch January 1991 - June 1996
North American Marketing Group May 1990 - January 1991
Skills
Selling, Enterprise Software, Solution Selling, Software Industry, SaaS, Consultative Selling, Account Management, Contract Negotiation, Salesforce.com, Mobile Devices, Management, Software Sales, Business Intelligence, Cloud Computing, Email Marketing, New Business Development, Cross Channel Marketing, Negotiation, Key Account Management, Digital Marketing, Social Media Marketing
Education
Purdue University 1986 — 1990
BA, History and Economics
Salesforce March 2012 - Present
CCH, a Wolters Kluwer business July 2010 - January 2012
IBM June 2007 - April 2010
CA June 2001 - June 2007
EMC November 1999 - July 2001
McDonald Investments June 1996 - November 1999
Merrill Lynch January 1991 - June 1996
North American Marketing Group May 1990 - January 1991
Skills
Selling, Enterprise Software, Solution Selling, Software Industry, SaaS, Consultative Selling, Account Management, Contract Negotiation, Salesforce.com, Mobile Devices, Management, Software Sales, Business Intelligence, Cloud Computing, Email Marketing, New Business Development, Cross Channel Marketing, Negotiation, Key Account Management, Digital Marketing, Social Media Marketing
Education
Purdue University 1986 — 1990
BA, History and Economics
Tim Schumm's Merrill Lynch Experience May 2005 - August 2005
Job Director of Business Operations at Aerotek, Inc.
Industry Staffing and Recruiting
Experience
Aerotek December 2012 - Present
Aerotek January 2012 - December 2012
Aerotek September 2007 - January 2012
Aerotek June 2006 - September 2007
Merrill Lynch May 2005 - August 2005
Skills
Government Contracting, Global Business..., Staffing Services, Temporary Staffing, Personnel Recruiting, Leadership, Program Management, Team Building, Applicant Tracking..., Contract Recruitment, Temporary Placement, Training, Benefits Negotiation, Personnel Selection, College Recruiting, Internet Recruiting, Screening Resumes, Recruiting, Cold Calling, Technical Recruiting, Sourcing, Talent Acquisition, New Business Development, Talent Management, Permanent Placement, Contract Negotiation, Interviews, Human Resources, Hiring, Executive Search, Business Networking
Education
Purdue University 2002 — 2006
BS, Management (Marketing, Sales)
Aerotek December 2012 - Present
Aerotek January 2012 - December 2012
Aerotek September 2007 - January 2012
Aerotek June 2006 - September 2007
Merrill Lynch May 2005 - August 2005
Skills
Government Contracting, Global Business..., Staffing Services, Temporary Staffing, Personnel Recruiting, Leadership, Program Management, Team Building, Applicant Tracking..., Contract Recruitment, Temporary Placement, Training, Benefits Negotiation, Personnel Selection, College Recruiting, Internet Recruiting, Screening Resumes, Recruiting, Cold Calling, Technical Recruiting, Sourcing, Talent Acquisition, New Business Development, Talent Management, Permanent Placement, Contract Negotiation, Interviews, Human Resources, Hiring, Executive Search, Business Networking
Education
Purdue University 2002 — 2006
BS, Management (Marketing, Sales)
Shaun Abram Shaun Abram's Merrill Lynch Experience June 2007 - June 2008
Job Development Manager at Lending Club
Industry Information Technology and Services
Experience
Lending Club April 2014 - Present
BlackRock July 2010 - March 2014
Magnus Technologies September 2008 - July 2010
Merrill Lynch June 2007 - June 2008
Stentra February 2004 - May 2007
Australia Wide Direct Marketing April 2002 - April 2003
Magnus Technologies Corporation September 1999 - December 2001
Liberty IT July 1998 - August 1999
Skills
Electronic Trading, Risk Management, Agile Methodologies, UML, Java, Web Services, MySQL, Cloud Computing, Trading Systems, Business Analysis, Investment Banking, Analytics, Enterprise Architecture, Requirements Gathering, Sybase, SaaS, Low Latency, Trading, Derivatives, Financial Markets, Spring, Enterprise Software, Java Enterprise..., Java Enterprise Edition, Software Project..., Spring Framework
Education
Queen's University Belfast 1994 — 1998
BSc (Hons), Computer Science
Lending Club April 2014 - Present
BlackRock July 2010 - March 2014
Magnus Technologies September 2008 - July 2010
Merrill Lynch June 2007 - June 2008
Stentra February 2004 - May 2007
Australia Wide Direct Marketing April 2002 - April 2003
Magnus Technologies Corporation September 1999 - December 2001
Liberty IT July 1998 - August 1999
Skills
Electronic Trading, Risk Management, Agile Methodologies, UML, Java, Web Services, MySQL, Cloud Computing, Trading Systems, Business Analysis, Investment Banking, Analytics, Enterprise Architecture, Requirements Gathering, Sybase, SaaS, Low Latency, Trading, Derivatives, Financial Markets, Spring, Enterprise Software, Java Enterprise..., Java Enterprise Edition, Software Project..., Spring Framework
Education
Queen's University Belfast 1994 — 1998
BSc (Hons), Computer Science
Camilla King Lewis's Merrill Lynch Experience 1992 - 2008
Job Assistant Dean of the School of Business and Management at Thomas Edison State College
Industry Education Management
Experience
Thomas Edison State College January 2010 - Present
Merrill Lynch 1992 - 2008
Bankers Trust Company 1986 - 1992
Amtrak 1977 - 1986
Skills
Curriculum Development, Business Relationship..., Team Building, Client Relationship..., Mentoring, CRM, Management, Program Management, Training, Leadership, Recruiting, Career Counseling, Project Management, Human Resources, Personnel Management, Budgets, Sourcing, Research, Business Strategy, Leadership Development, Performance Management, Strategic Planning, Talent Management, Organizational...
Education
Thomas Edison State College 2011 — 2013
Master of Science in Human Resource Management
Queens College
BA, Education
St John's University Queens
Thomas Edison State College January 2010 - Present
Merrill Lynch 1992 - 2008
Bankers Trust Company 1986 - 1992
Amtrak 1977 - 1986
Skills
Curriculum Development, Business Relationship..., Team Building, Client Relationship..., Mentoring, CRM, Management, Program Management, Training, Leadership, Recruiting, Career Counseling, Project Management, Human Resources, Personnel Management, Budgets, Sourcing, Research, Business Strategy, Leadership Development, Performance Management, Strategic Planning, Talent Management, Organizational...
Education
Thomas Edison State College 2011 — 2013
Master of Science in Human Resource Management
Queens College
BA, Education
St John's University Queens
KURIA NJENGA KURIA NJENGA's Merrill Lynch Experience December 2005 - December 2006
Job IT PMO Implementation & Adherence Lead at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation October 2013 - Present
DTCC January 2008 - October 2013
Endurance Services Limited November 2006 - January 2008
Merrill Lynch December 2005 - December 2006
Skills
Risk Management, Business Analysis, Financial Services, SDLC, Portfolio Management, Program Management, Vendor Management, Governance, Project Portfolio..., Change Management, Business Process..., Outsourcing, Process Improvement, Financial Risk, Project Management, IT Strategy, PMO, MS Project, Business Transformation, Visio, Requirements Analysis, Requirements Gathering, Business Process, IT Management
Education
Purchase College, SUNY
Bachelor's Degree
The Depository Trust & Clearing Corporation October 2013 - Present
DTCC January 2008 - October 2013
Endurance Services Limited November 2006 - January 2008
Merrill Lynch December 2005 - December 2006
Skills
Risk Management, Business Analysis, Financial Services, SDLC, Portfolio Management, Program Management, Vendor Management, Governance, Project Portfolio..., Change Management, Business Process..., Outsourcing, Process Improvement, Financial Risk, Project Management, IT Strategy, PMO, MS Project, Business Transformation, Visio, Requirements Analysis, Requirements Gathering, Business Process, IT Management
Education
Purchase College, SUNY
Bachelor's Degree
Jon Petree's Merrill Lynch Experience May 2004 - August 2004
Job Senior Business Development Manager at PitchBook Data
Industry Venture Capital & Private Equity
Experience
PitchBook Data March 2015 - Present
PitchBook Data, Inc. April 2013 - Present
Riskcare April 2011 - March 2013
M&N Trading June 2009 - April 2011
Arthur J. Gallagher & Co. January 2007 - November 2008
Arthur J. Gallagher & Co. June 2006 - August 2006
Merrill Lynch May 2004 - August 2004
Skills
Trading, Risk Management, Market Analysis, Project Planning, Team Building, Operations Management, Equity Derivatives, Lead Generation, Investment Strategies, Direct Sales, Product Development, Software Project..., Sales Process, Market Research
Education
Purdue University 2002 — 2006
BS, Marketing / Economics / Spanish Language and Literature
Hinsdale Central High School 1998 — 2002
PitchBook Data March 2015 - Present
PitchBook Data, Inc. April 2013 - Present
Riskcare April 2011 - March 2013
M&N Trading June 2009 - April 2011
Arthur J. Gallagher & Co. January 2007 - November 2008
Arthur J. Gallagher & Co. June 2006 - August 2006
Merrill Lynch May 2004 - August 2004
Skills
Trading, Risk Management, Market Analysis, Project Planning, Team Building, Operations Management, Equity Derivatives, Lead Generation, Investment Strategies, Direct Sales, Product Development, Software Project..., Sales Process, Market Research
Education
Purdue University 2002 — 2006
BS, Marketing / Economics / Spanish Language and Literature
Hinsdale Central High School 1998 — 2002
Douglas Manthei Douglas Manthei's Merrill Lynch Experience September 2010 - December 2010
Job Senior Insights Analyst and Master of Economics Graduate Student at Purdue University
Industry Research
Experience
The Moscoe Group November 2014 - Present
FMM - The Moscoe Group June 2013 - November 2014
FMM - The Moscoe Group March 2013 - June 2013
U.S. Bank July 2012 - March 2013
RLI January 2012 - May 2012
Merrill Lynch September 2010 - December 2010
Delta Tau Delta January 2010 - December 2010
Nordic Trails Golf Course June 2001 - August 2008
Skills
SQL, IRI, VBA, Financial Modeling, R, MicroStrategy, Financial Analysis, Data Mining, Microsoft Office, Matlab, Econometrics, Microsoft Excel, Salesforce.com, Stata, SEC filings, Visual Basic, IBM Shopper Insights, ProSpace, FRED Database, Management
Education
Purdue University 2015 — 2017
Master’s Degree, Economics
University of Minnesota-Twin Cities 2008 — 2012
BSci, Economics
The Moscoe Group November 2014 - Present
FMM - The Moscoe Group June 2013 - November 2014
FMM - The Moscoe Group March 2013 - June 2013
U.S. Bank July 2012 - March 2013
RLI January 2012 - May 2012
Merrill Lynch September 2010 - December 2010
Delta Tau Delta January 2010 - December 2010
Nordic Trails Golf Course June 2001 - August 2008
Skills
SQL, IRI, VBA, Financial Modeling, R, MicroStrategy, Financial Analysis, Data Mining, Microsoft Office, Matlab, Econometrics, Microsoft Excel, Salesforce.com, Stata, SEC filings, Visual Basic, IBM Shopper Insights, ProSpace, FRED Database, Management
Education
Purdue University 2015 — 2017
Master’s Degree, Economics
University of Minnesota-Twin Cities 2008 — 2012
BSci, Economics
David Curry's Merrill Lynch Experience September 2001 - February 2003
Job Director, Information Security at The New School
Industry Higher Education
Experience
The New School March 2011 - Present
SunGard August 2010 - February 2011
Diageo June 2009 - August 2010
Guardian Life Insurance Company of America March 2003 - April 2008
Merrill Lynch September 2001 - February 2003
Internet Security Systems, Inc. January 2000 - July 2001
IBM December 1995 - December 1999
Purdue University July 1991 - November 1995
SRI International October 1989 - June 1991
RIACS / NASA Ames Research Center September 1988 - October 1989
Skills
Unix, Information Security, CISSP, Information Security..., Security, Computer Security, Disaster Recovery, Vulnerability Assessment, Risk Assessment, Information Security..., Information Risk, Risk Management, Security Policy..., Security Policy, IT Security Policies, Privacy Policies, Data Privacy, ISO 27001, Information Security..., Security Awareness, Security Training, Vulnerability Management, Incident Management, Security Incident..., Incident Response, Security Architecture..., Network Security, Business Continuity, Unix Security, Systems Programming, System Administration, Regulatory Requirements, IT Management, Data Security, Application Security, SDLC, Intrusion Detection, Identity Management, Privacy Law, Internet Security, PCI DSS
Education
Purdue University
BS
The New School March 2011 - Present
SunGard August 2010 - February 2011
Diageo June 2009 - August 2010
Guardian Life Insurance Company of America March 2003 - April 2008
Merrill Lynch September 2001 - February 2003
Internet Security Systems, Inc. January 2000 - July 2001
IBM December 1995 - December 1999
Purdue University July 1991 - November 1995
SRI International October 1989 - June 1991
RIACS / NASA Ames Research Center September 1988 - October 1989
Skills
Unix, Information Security, CISSP, Information Security..., Security, Computer Security, Disaster Recovery, Vulnerability Assessment, Risk Assessment, Information Security..., Information Risk, Risk Management, Security Policy..., Security Policy, IT Security Policies, Privacy Policies, Data Privacy, ISO 27001, Information Security..., Security Awareness, Security Training, Vulnerability Management, Incident Management, Security Incident..., Incident Response, Security Architecture..., Network Security, Business Continuity, Unix Security, Systems Programming, System Administration, Regulatory Requirements, IT Management, Data Security, Application Security, SDLC, Intrusion Detection, Identity Management, Privacy Law, Internet Security, PCI DSS
Education
Purdue University
BS
Jason Rasp's Merrill Lynch Experience June 2008 - Present
Job First Vice President, Senior Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Education
Purdue University 1987 — 1991
Communications
Elkhart Memorial High School 1983 — 1987
Merrill Lynch June 2008 - Present
Education
Purdue University 1987 — 1991
Communications
Elkhart Memorial High School 1983 — 1987
Josh Loeb's Merrill Lynch Experience 1998 - 2000
Job Vice President, Quantitative Software Engineer, Two Harbors Investment
Industry Financial Services
Experience
Two Harbors Investment Corp. January 2014 - Present
AllianceBernstein September 2013 - December 2013
The Baupost Group May 2011 - February 2013
AllianceBernstein March 2008 - May 2011
UBS Investment Bank 2003 - 2007
Merrill Lynch 1998 - 2000
Tudor Investment 1996 - 1999
Skills
Fixed Income, .NET, WCF Services, Entity Framework, Microsoft SQL Server, Relational Databases, SQL, C++, C#, VBA, WCF, LINQ, Bonds, Analysis, Software Development, Bloomberg, Hedge Funds, Portfolio Management, Trading Systems, Derivatives, SDLC, Capital Markets
Education
University of Massachusetts, Amherst 1991 — 1993
Graduate Physics
Stony Brook University 1989 — 1991
BS, Physics
Purchase College, SUNY 1987 — 1989
Two Harbors Investment Corp. January 2014 - Present
AllianceBernstein September 2013 - December 2013
The Baupost Group May 2011 - February 2013
AllianceBernstein March 2008 - May 2011
UBS Investment Bank 2003 - 2007
Merrill Lynch 1998 - 2000
Tudor Investment 1996 - 1999
Skills
Fixed Income, .NET, WCF Services, Entity Framework, Microsoft SQL Server, Relational Databases, SQL, C++, C#, VBA, WCF, LINQ, Bonds, Analysis, Software Development, Bloomberg, Hedge Funds, Portfolio Management, Trading Systems, Derivatives, SDLC, Capital Markets
Education
University of Massachusetts, Amherst 1991 — 1993
Graduate Physics
Stony Brook University 1989 — 1991
BS, Physics
Purchase College, SUNY 1987 — 1989
Laura Masotti's Merrill Lynch Experience March 1994 - February 2009
Job SVP Business Strategy Executive at Bank of America
Industry Real Estate
Experience
Bank of America May 2015 - Present
Bank of America March 2009 - Present
Merrill Lynch March 1994 - February 2009
Skills
Portfolio Management, Project Planning, Real Estate, Strategic Planning
Education
Purdue University 1983 — 1988
Bank of America May 2015 - Present
Bank of America March 2009 - Present
Merrill Lynch March 1994 - February 2009
Skills
Portfolio Management, Project Planning, Real Estate, Strategic Planning
Education
Purdue University 1983 — 1988
Matt Rittenhouse's Merrill Lynch Experience November 2006 - October 2014
Job CFP®, CRPC®, RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
Merrill Lynch November 2006 - October 2014
PricewaterhouseCoopers March 2002 - November 2007
V4 Consulting June 2001 - March 2002
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Investments
Education
Purdue University 1996 — 2001
Engineering, Electrical and Electronics Engineering
Center Grove 1993 — 1996
RBC Wealth Management October 2014 - Present
Merrill Lynch November 2006 - October 2014
PricewaterhouseCoopers March 2002 - November 2007
V4 Consulting June 2001 - March 2002
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Investments
Education
Purdue University 1996 — 2001
Engineering, Electrical and Electronics Engineering
Center Grove 1993 — 1996
Antonio Lans's Merrill Lynch Experience 2004 - 2006
Job Senior Software Engineer at CIBC World Markets
Industry Computer Software
Experience
CIBC World Markets May 2007 - Present
JP Morgan Chase 2006 - 2007
Merrill Lynch 2004 - 2006
Skills
C#, Software Development, Spring, Sybase, Java Enterprise Edition, Agile Methodologies
Education
State University of New York College at Purchase
Bachelor's degree, Mathematics and Computer Science
CIBC World Markets May 2007 - Present
JP Morgan Chase 2006 - 2007
Merrill Lynch 2004 - 2006
Skills
C#, Software Development, Spring, Sybase, Java Enterprise Edition, Agile Methodologies
Education
State University of New York College at Purchase
Bachelor's degree, Mathematics and Computer Science
Anthony Tangredi's Merrill Lynch Experience October 2004 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2004 - Present
Merrill Lynch September 2010 - October 2012
Skills
Wealth Management, Asset Allocation, Investment Strategies, Finance, Wealth Accumulation, Wealth, Retirement Planning, Retirement, Risk Management, Mutual Funds, Estate Planning, Superior Client Service, Small Business, Series 7, IRAs, Management of..., Strategic Financial..., Fixed Annuities, Insurance, Investment Advisory, Equities, Bonds, Alternative Investments, 401k, Financial Advisory, Personal Finance, Asset Management, ETFs, Variable Annuities, Long-term Care, Financial Services, Mortgage Lending, Disability Insurance, Personal Financial..., Investments, Long Term Care Insurance, Life Insurance, Portfolio Management, Loans, 401k Rollovers, Financial Analysis, Financial Planners, Securities, Fixed Income, Roth IRA, Stocks, Financial Planning
Education
Purdue University 1999 — 2004
Bachelor of Science, Financial Counseling & Planning
New York Military Academy 1994 — 1999
Merrill Lynch October 2004 - Present
Merrill Lynch September 2010 - October 2012
Skills
Wealth Management, Asset Allocation, Investment Strategies, Finance, Wealth Accumulation, Wealth, Retirement Planning, Retirement, Risk Management, Mutual Funds, Estate Planning, Superior Client Service, Small Business, Series 7, IRAs, Management of..., Strategic Financial..., Fixed Annuities, Insurance, Investment Advisory, Equities, Bonds, Alternative Investments, 401k, Financial Advisory, Personal Finance, Asset Management, ETFs, Variable Annuities, Long-term Care, Financial Services, Mortgage Lending, Disability Insurance, Personal Financial..., Investments, Long Term Care Insurance, Life Insurance, Portfolio Management, Loans, 401k Rollovers, Financial Analysis, Financial Planners, Securities, Fixed Income, Roth IRA, Stocks, Financial Planning
Education
Purdue University 1999 — 2004
Bachelor of Science, Financial Counseling & Planning
New York Military Academy 1994 — 1999
Shawn Sabau's Merrill Lynch Experience November 1999 - May 2009
Job Certified Financial Planner
Industry Financial Services
Experience
City Securities Corporation May 2009 - Present
Merrill Lynch November 1999 - May 2009
Skills
Wealth Management, Retirement Planning, Investments, Series 7, Financial Planning, Mutual Funds, Asset Allocation, Asset Management, Series 63, Finance
Education
Purdue University Calumet 1993 — 1998
City Securities Corporation May 2009 - Present
Merrill Lynch November 1999 - May 2009
Skills
Wealth Management, Retirement Planning, Investments, Series 7, Financial Planning, Mutual Funds, Asset Allocation, Asset Management, Series 63, Finance
Education
Purdue University Calumet 1993 — 1998
Sandeep Garg's Merrill Lynch Experience 1999 - 2003
Job Risk Manager at Goldman Sachs
Industry Banking
Experience
Goldman Sachs 2010 - Present
Lehman Brothers Estate 2009 - 2010
Lehman Brothers 2003 - 2008
Merrill Lynch 1999 - 2003
Sanwa Financial Products 1997 - 1999
Skills
Risk Management, Derivatives, Hedging, Investment Banking, Fixed Income, Valuation, Market Risk, Capital Markets, Equities, Hedge Funds, Securities, Structured Products, Financial Risk, Equity Derivatives, Credit Derivatives, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
Master of Business Administration (MBA), Finance / Statistics
Punjab Engineering College
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Goldman Sachs 2010 - Present
Lehman Brothers Estate 2009 - 2010
Lehman Brothers 2003 - 2008
Merrill Lynch 1999 - 2003
Sanwa Financial Products 1997 - 1999
Skills
Risk Management, Derivatives, Hedging, Investment Banking, Fixed Income, Valuation, Market Risk, Capital Markets, Equities, Hedge Funds, Securities, Structured Products, Financial Risk, Equity Derivatives, Credit Derivatives, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
Master of Business Administration (MBA), Finance / Statistics
Punjab Engineering College
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Carol Lehn's Merrill Lynch Experience May 1981 - May 1999
Job MDM Database Designer at PepsiCo
Industry Food & Beverages
Experience
PepsiCo November 2011 - Present
Technics Publishing 2007 - Present
PepsiCo January 2010 - November 2011
The Pepsi Bottling Group July 2001 - January 2010
The Bank of New York May 1999 - July 2001
Merrill Lynch May 1981 - May 1999
Skills
Database Design, Logical Data Modeling, Business Process Design, Data Modeling, Data Integration, Data Warehousing, Data Architecture, Business Analysis, Requirements Gathering, Metadata, Data Governance, Enterprise Architecture, Data Management, Master Data Management, Business Intelligence, Erwin, SDLC, Data Warehouse..., Data Quality, Databases, Solution Architecture, Agile Methodologies, Requirements Analysis, Integration
Education
Queens College 1976 — 1978
M.L.S., Library Science
New York University - Leonard N. Stern School of Business 1970 — 1972
B.S., Computer Science
Roslyn High School '68 1964 — 1968
PepsiCo November 2011 - Present
Technics Publishing 2007 - Present
PepsiCo January 2010 - November 2011
The Pepsi Bottling Group July 2001 - January 2010
The Bank of New York May 1999 - July 2001
Merrill Lynch May 1981 - May 1999
Skills
Database Design, Logical Data Modeling, Business Process Design, Data Modeling, Data Integration, Data Warehousing, Data Architecture, Business Analysis, Requirements Gathering, Metadata, Data Governance, Enterprise Architecture, Data Management, Master Data Management, Business Intelligence, Erwin, SDLC, Data Warehouse..., Data Quality, Databases, Solution Architecture, Agile Methodologies, Requirements Analysis, Integration
Education
Queens College 1976 — 1978
M.L.S., Library Science
New York University - Leonard N. Stern School of Business 1970 — 1972
B.S., Computer Science
Roslyn High School '68 1964 — 1968
Mohammed Khayer's Merrill Lynch Experience May 1999 - October 1999
Job Senior QA Analyst at TSX Group Inc
Industry Financial Services
Experience
TMX Group August 2005 - Present
Accenture August 2002 - July 2005
KPMG October 2000 - September 2002
Basis 100 Inc. December 1999 - September 2000
Merrill Lynch May 1999 - October 1999
Mellon Bank February 1999 - May 1999
ESPN June 1997 - January 1999
American Stock Exchange February 1996 - May 1997
Skills
Quality Assurance, SDLC, Quality Center, Trading Systems, SQL, Equities, System Testing, Electronic Trading, Test Planning, Trading, Market Data, Test Automation, Requirements Analysis, Derivatives, Linux, Visual Basic, Java, HP QC, Options, BMC Remedy, Investment Banking, FIX, Fixed Income, TCL, Smart Order Routing, Team Building, HP ALM, Test Management, OTC, Market Risk, Agile Methodologies
Education
City University of New York-Queens College 1991 — 1995
Bachelor of Science (BS), Computer Science
TMX Group August 2005 - Present
Accenture August 2002 - July 2005
KPMG October 2000 - September 2002
Basis 100 Inc. December 1999 - September 2000
Merrill Lynch May 1999 - October 1999
Mellon Bank February 1999 - May 1999
ESPN June 1997 - January 1999
American Stock Exchange February 1996 - May 1997
Skills
Quality Assurance, SDLC, Quality Center, Trading Systems, SQL, Equities, System Testing, Electronic Trading, Test Planning, Trading, Market Data, Test Automation, Requirements Analysis, Derivatives, Linux, Visual Basic, Java, HP QC, Options, BMC Remedy, Investment Banking, FIX, Fixed Income, TCL, Smart Order Routing, Team Building, HP ALM, Test Management, OTC, Market Risk, Agile Methodologies
Education
City University of New York-Queens College 1991 — 1995
Bachelor of Science (BS), Computer Science
Clifford Perez's Merrill Lynch Experience 1987 - 1992
Job Vice President, Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - November 2012
Fidelity Investments September 1996 - May 2010
LGA consultants 1994 - 1996
Lehman Brothers 1992 - 1994
Merrill Lynch 1987 - 1992
Morgan Stanley June 1986 - August 1987
Chemical Bank January 1977 - May 1986
Skills
Business Planning, Cash, Strategic Planning, Business Management, Product Development, Series 7, Mutual Funds, Product Management, Competitive Analysis, Financial Markets, Series 63, Business Strategy, P&L Management, Vendor Management, Series 24, Management, Hedge Funds, Risk Management, Equities, Securities, Fixed Income, FINRA, Financial Services, Trading, Business Analysis, Analytics, Banking, CRM, Asset Management, Finance, Strategy, Business Development, Derivatives, Analysis, Program Management, Executive Management, Process Improvement, Portfolio Management, Relationship Management, Options, Wealth Management, Alternative Investments, Capital Markets, Investments, Investment Management, Electronic Trading, Trading Systems, Equity Trading, Bloomberg, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1975 — 1976
MBA
Queens College 1970 — 1975
BA
Bronx HS of Science 1965 — 1969
Fidelity Investments May 2011 - November 2012
Fidelity Investments September 1996 - May 2010
LGA consultants 1994 - 1996
Lehman Brothers 1992 - 1994
Merrill Lynch 1987 - 1992
Morgan Stanley June 1986 - August 1987
Chemical Bank January 1977 - May 1986
Skills
Business Planning, Cash, Strategic Planning, Business Management, Product Development, Series 7, Mutual Funds, Product Management, Competitive Analysis, Financial Markets, Series 63, Business Strategy, P&L Management, Vendor Management, Series 24, Management, Hedge Funds, Risk Management, Equities, Securities, Fixed Income, FINRA, Financial Services, Trading, Business Analysis, Analytics, Banking, CRM, Asset Management, Finance, Strategy, Business Development, Derivatives, Analysis, Program Management, Executive Management, Process Improvement, Portfolio Management, Relationship Management, Options, Wealth Management, Alternative Investments, Capital Markets, Investments, Investment Management, Electronic Trading, Trading Systems, Equity Trading, Bloomberg, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1975 — 1976
MBA
Queens College 1970 — 1975
BA
Bronx HS of Science 1965 — 1969
Vaso Todoric's Merrill Lynch Experience June 2004 - October 2008
Job VP Equity Technology at Jefferies
Industry Information Technology and Services
Experience
Jefferies & Company October 2008 - Present
Merrill Lynch June 2004 - October 2008
Schwab Capital Markets 2000 - 2005
Skills
Trading Systems
Education
Purchase College, SUNY 1996 — 1998
Bachelor of Science (B.S.), Mathematics and Computer Science
State University of New York College at Plattsburgh
Jefferies & Company October 2008 - Present
Merrill Lynch June 2004 - October 2008
Schwab Capital Markets 2000 - 2005
Skills
Trading Systems
Education
Purchase College, SUNY 1996 — 1998
Bachelor of Science (B.S.), Mathematics and Computer Science
State University of New York College at Plattsburgh
Glen Weinbaum's Merrill Lynch Experience 1997 - 1998
Job Manager at Deloitte
Industry Telecommunications
Experience
Deloitte 2006 - Present
Information Strategies Group 1998 - 2006
Merrill Lynch 1997 - 1998
Credit Suisse First Boston 1994 - 1997
Morgan Stanley 1987 - 1994
Education
Purdue University
MS, Industrial Relations
University of Connecticut
BS, Business
Deloitte 2006 - Present
Information Strategies Group 1998 - 2006
Merrill Lynch 1997 - 1998
Credit Suisse First Boston 1994 - 1997
Morgan Stanley 1987 - 1994
Education
Purdue University
MS, Industrial Relations
University of Connecticut
BS, Business
Linda Fisher's Merrill Lynch Experience 2000 - 2005
Job IT Project/Program Manager Financial Services Professional
Industry Financial Services
Experience
Jennison Associates
AllianceBernstein 2005 - 2012
Merrill Lynch 2000 - 2005
Arc Partners 1997 - 2000
Pitney Bowes 1993 - 1997
Skills
•Detailed knowledge of..., •Program/Project..., •System Architecture,..., •MSOffice, MSProject,..., •Oracle, SQL
Education
Purdue University
MSIA, Krannert Business School
Purdue University
BSE, Engineering
Jennison Associates
AllianceBernstein 2005 - 2012
Merrill Lynch 2000 - 2005
Arc Partners 1997 - 2000
Pitney Bowes 1993 - 1997
Skills
•Detailed knowledge of..., •Program/Project..., •System Architecture,..., •MSOffice, MSProject,..., •Oracle, SQL
Education
Purdue University
MSIA, Krannert Business School
Purdue University
BSE, Engineering
Julia Farnan's Merrill Lynch Experience July 2000 - September 2003
Job Director, Global Customer Operations at Expedia, Inc.
Industry Leisure, Travel & Tourism
Experience
Expedia, Inc. August 2013 - Present
The Hartford November 2007 - March 2012
The Hartford June 2004 - November 2007
Merrill Lynch July 2000 - September 2003
Skills
Strategic Leadership, Operational Efficiency, Building Relationships, Workplace Environment, Contact Center..., Workforce Planning, Talent Management, Business Integration, Leadership Development, Process Improvement, Vendor Management, Program Management
Education
Purdue University - Krannert School of Management 1998 — 2000
MBA, Finance and Strategy
Saint Mary's University of Minnesota 1990 — 1994
BA, Biology
Expedia, Inc. August 2013 - Present
The Hartford November 2007 - March 2012
The Hartford June 2004 - November 2007
Merrill Lynch July 2000 - September 2003
Skills
Strategic Leadership, Operational Efficiency, Building Relationships, Workplace Environment, Contact Center..., Workforce Planning, Talent Management, Business Integration, Leadership Development, Process Improvement, Vendor Management, Program Management
Education
Purdue University - Krannert School of Management 1998 — 2000
MBA, Finance and Strategy
Saint Mary's University of Minnesota 1990 — 1994
BA, Biology
Margaret Reynolds's Merrill Lynch Experience June 2014 - Present
Job Client Associate, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
SuzySaid.com January 2009 - September 2013
Penfield Marketing Group April 2007 - April 2009
TAP Pharmaceuticals 1995 - 2001
Westvaco Corporation 1988 - 1995
Skills
Online Advertising, Sales, Advertising, Selling, Marketing Strategy, Social Media Marketing, Marketing, Digital Marketing, Social Media, Marketing Communications, Sales Management, Trade Shows, Public Relations, Online Marketing, Blogging, Strategic Planning, Direct Sales, Customer Service, Facebook, Entrepreneurship
Education
Purdue University 1984 — 1988
BA, Communications
Merrill Lynch June 2014 - Present
SuzySaid.com January 2009 - September 2013
Penfield Marketing Group April 2007 - April 2009
TAP Pharmaceuticals 1995 - 2001
Westvaco Corporation 1988 - 1995
Skills
Online Advertising, Sales, Advertising, Selling, Marketing Strategy, Social Media Marketing, Marketing, Digital Marketing, Social Media, Marketing Communications, Sales Management, Trade Shows, Public Relations, Online Marketing, Blogging, Strategic Planning, Direct Sales, Customer Service, Facebook, Entrepreneurship
Education
Purdue University 1984 — 1988
BA, Communications
Andrew Scott Douglass's Merrill Lynch Experience April 2008 - November 2013
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Douglass Consulting LLC May 2015 - Present
Bank of America Merrill Lynch November 2013 - May 2015
Merrill Lynch April 2008 - November 2013
VDM Trading, VDM Capital Markets January 2007 - March 2008
LaBranche & Co. 1997 - 2005
Skills
Commodity, Asset Allocation, Series 24, Equity Derivatives, Public Speaking, ETFs, AML, Financial Risk, Investment Advisory, Microsoft Excel, Mutual Funds, Derivatives, Trading Systems, Equity Trading, Equities, Series 7, Options, FINRA, Trading, Series 63, Investments, Securities, Management, Electronic Trading
Education
Purdue University 1991 — 2000
BA, English
Purdue University
Douglass Consulting LLC May 2015 - Present
Bank of America Merrill Lynch November 2013 - May 2015
Merrill Lynch April 2008 - November 2013
VDM Trading, VDM Capital Markets January 2007 - March 2008
LaBranche & Co. 1997 - 2005
Skills
Commodity, Asset Allocation, Series 24, Equity Derivatives, Public Speaking, ETFs, AML, Financial Risk, Investment Advisory, Microsoft Excel, Mutual Funds, Derivatives, Trading Systems, Equity Trading, Equities, Series 7, Options, FINRA, Trading, Series 63, Investments, Securities, Management, Electronic Trading
Education
Purdue University 1991 — 2000
BA, English
Purdue University
Don Hutchinson's Merrill Lynch Experience 1998 - 2002
Job Senior VicePresident at Golezer Investment Management
Industry Investment Management
Experience
Goelzer Investment Management May 2007 - Present
JPMorgan 2004 - 2007
Merrill Lynch 1998 - 2002
Skills
Portfolio Management, Management, Investments, Strategic Financial..., Asset Allocation, Series 7, Financial Analysis, Business Development, Asset Management, Wealth Management, Alternative Investments, Investment Strategies, Series 63, Licensed International..., Strategic Sales...
Education
Purdue University 1989 — 1993
Goelzer Investment Management May 2007 - Present
JPMorgan 2004 - 2007
Merrill Lynch 1998 - 2002
Skills
Portfolio Management, Management, Investments, Strategic Financial..., Asset Allocation, Series 7, Financial Analysis, Business Development, Asset Management, Wealth Management, Alternative Investments, Investment Strategies, Series 63, Licensed International..., Strategic Sales...
Education
Purdue University 1989 — 1993
Christopher Brooke's Merrill Lynch Experience January 1991 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1991 - Present
Northwestern Mutual July 1988 - January 1991
Skills
Series 7, Series 63, Retirement Planning, Retirement, Securities, Portfolio Management, Mutual Funds, Series 65, Wealth Management, Investments
Education
Purdue University 1985 — 1988
BA, Communications/Business
Merrill Lynch January 1991 - Present
Northwestern Mutual July 1988 - January 1991
Skills
Series 7, Series 63, Retirement Planning, Retirement, Securities, Portfolio Management, Mutual Funds, Series 65, Wealth Management, Investments
Education
Purdue University 1985 — 1988
BA, Communications/Business
Andrew Wohl's Merrill Lynch Experience September 2005 - August 2008
Job Director at Societe Generale
Industry Financial Services
Experience
SG Americas Securities, LLC April 2014 - Present
SG Americas Securities, LLC January 2010 - April 2014
Barclays Capital August 2008 - January 2010
Merrill Lynch September 2005 - August 2008
Deutsche Bank 2001 - 2005
Fidelity Investments 1996 - 2001
Gruntal & Co. 1993 - 1996
Clarfeld Financial Advisors 1989 - 1991
Skills
Regulatory Reporting
Education
Queens College 1984 — 1988
BA, Accounting
SG Americas Securities, LLC April 2014 - Present
SG Americas Securities, LLC January 2010 - April 2014
Barclays Capital August 2008 - January 2010
Merrill Lynch September 2005 - August 2008
Deutsche Bank 2001 - 2005
Fidelity Investments 1996 - 2001
Gruntal & Co. 1993 - 1996
Clarfeld Financial Advisors 1989 - 1991
Skills
Regulatory Reporting
Education
Queens College 1984 — 1988
BA, Accounting
Corey Jordan's Merrill Lynch Experience February 1995 - October 2007
Job Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2007 - Present
Merrill Lynch February 1995 - October 2007
Skills
Investments, Securities, Alternative Investments, Equities, Investment Strategies, Strategic Planning
Education
Purdue University 1990 — 1994
Economics
Wells Fargo Advisors, LLC November 2007 - Present
Merrill Lynch February 1995 - October 2007
Skills
Investments, Securities, Alternative Investments, Equities, Investment Strategies, Strategic Planning
Education
Purdue University 1990 — 1994
Economics
gordon weiberg's Merrill Lynch Experience January 2008 - Present
Job Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Rusty Pelican /Bubba Gump Shrimp Co) April 1998 - December 1998
Skills
Equities, Wealth Management, Mutual Funds, Portfolio Management
Education
Purdue University 1990 — 1996
Bachelor of Science, Hospitality and Tourism Management
University of Kentucky 1988 — 1990
Merrill Lynch January 2008 - Present
Rusty Pelican /Bubba Gump Shrimp Co) April 1998 - December 1998
Skills
Equities, Wealth Management, Mutual Funds, Portfolio Management
Education
Purdue University 1990 — 1996
Bachelor of Science, Hospitality and Tourism Management
University of Kentucky 1988 — 1990
Deborah Gottdenker's Merrill Lynch Experience March 2000 - May 2007
Job President, Coowner, Macfarlane Nameplate & Anodizing Corp.
Industry Business Supplies and Equipment
Experience
Macfarlane Nameplate & Anodizing Corp. October 2013 - Present
home July 2011 - October 2013
freelance August 2008 - February 2011
Merrill Lynch March 2000 - May 2007
Private Banking & Investment Group at Merrill Lynch 2005 - 2007
Private Banking & Investment Group at Merrill Lynch 2005 - 2007
CIBC World Markets November 1997 - March 2000
First Marathon Securities May 1993 - November 1997
Education
Queen's University 1989 — 1993
Bachelor of Commerce (B.Com.), Honours, Finance, International Business
Hudson High School, Hudson, Quebec 1983 — 1988
Macfarlane Nameplate & Anodizing Corp. October 2013 - Present
home July 2011 - October 2013
freelance August 2008 - February 2011
Merrill Lynch March 2000 - May 2007
Private Banking & Investment Group at Merrill Lynch 2005 - 2007
Private Banking & Investment Group at Merrill Lynch 2005 - 2007
CIBC World Markets November 1997 - March 2000
First Marathon Securities May 1993 - November 1997
Education
Queen's University 1989 — 1993
Bachelor of Commerce (B.Com.), Honours, Finance, International Business
Hudson High School, Hudson, Quebec 1983 — 1988
Anees Virani, CPA, CIA, CFE's Merrill Lynch Experience January 2009 - May 2009
Job Audit Senior at Lutz and Carr CPAs LLP
Industry Accounting
Experience
Lutz and Carr CPAs LLP July 2012 - Present
Millennium Signs & Display Inc. September 2009 - July 2012
Merrill Lynch January 2009 - May 2009
Skills
QuickBooks, Auditing, Financial Reporting, Accounting, Financial Modeling, Forecasting, Personal Tax Planning, Financial Accounting, Forensic Accounting, Internal Controls, General Ledger, US GAAP, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, Variance Analysis, Internal Audit, GAAP, Cash Flow, Financial Statements, Corporate Finance
Education
Queens College 2010 — 2011
Masters, Enterprise Risk Management
Queens College 2006 — 2009
Bachelor of Arts, Accounting; Economics
Abhyasa Residential Public School 2003 — 2005
Lutz and Carr CPAs LLP July 2012 - Present
Millennium Signs & Display Inc. September 2009 - July 2012
Merrill Lynch January 2009 - May 2009
Skills
QuickBooks, Auditing, Financial Reporting, Accounting, Financial Modeling, Forecasting, Personal Tax Planning, Financial Accounting, Forensic Accounting, Internal Controls, General Ledger, US GAAP, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, Variance Analysis, Internal Audit, GAAP, Cash Flow, Financial Statements, Corporate Finance
Education
Queens College 2010 — 2011
Masters, Enterprise Risk Management
Queens College 2006 — 2009
Bachelor of Arts, Accounting; Economics
Abhyasa Residential Public School 2003 — 2005
Rebecca Li-Huang's Merrill Lynch Experience April 2005 - February 2015
Job Author, Wealth Management Advisor
Industry Financial Services
Experience
Green Apple Red Book February 2015 - June 2015
Merrill Lynch April 2005 - February 2015
Providian Financial 2002 - 2004
Lehman Brothers 1998 - 2001
Motorola February 1993 - August 1997
Skills
Wealth Management, Private Equity, Portfolio Management, Investments, Equities, Valuation, Risk Management, Fixed Income, Business Development, Private Banking, Finance, Credit Analysis, Estate Planning, Fundraising, Real Estate Investment..., Publishing, Capital Markets, Financial Modeling, Management, Alternative Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance and International Economics
Purdue University 1990 — 1992
Master of Science, Electrical Engineering
University of Science and Technology of China 1987 — 1990
ABD, Electrical Engineering
Green Apple Red Book February 2015 - June 2015
Merrill Lynch April 2005 - February 2015
Providian Financial 2002 - 2004
Lehman Brothers 1998 - 2001
Motorola February 1993 - August 1997
Skills
Wealth Management, Private Equity, Portfolio Management, Investments, Equities, Valuation, Risk Management, Fixed Income, Business Development, Private Banking, Finance, Credit Analysis, Estate Planning, Fundraising, Real Estate Investment..., Publishing, Capital Markets, Financial Modeling, Management, Alternative Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance and International Economics
Purdue University 1990 — 1992
Master of Science, Electrical Engineering
University of Science and Technology of China 1987 — 1990
ABD, Electrical Engineering
Daniel Santefort's Merrill Lynch Experience September 2001 - March 2003
Job Executive Director, Equity Derivatives Trading
Industry Investment Banking
Experience
CIBC World Markets August 2015 - Present
RBS Markets & International Banking March 2012 - December 2014
JP Morgan April 2009 - November 2011
Barclays Investment Bank March 2007 - January 2009
Lehman Brothers April 2004 - February 2007
Liquid Capital March 2003 - April 2004
Merrill Lynch September 2001 - March 2003
Prime International Trading September 1994 - June 1999
Skills
Equity Derivatives, Structured Products, Derivatives, Fixed Income, Investment Banking, Equities, Electronic Trading, Capital Markets, Bloomberg, Hedge Funds, Credit Derivatives, Equity Trading, Options, Prime Brokerage, Swaps, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Purdue University 1990 — 1994
Bachelor of Science (BSc), Business Administration and Management, General
CIBC World Markets August 2015 - Present
RBS Markets & International Banking March 2012 - December 2014
JP Morgan April 2009 - November 2011
Barclays Investment Bank March 2007 - January 2009
Lehman Brothers April 2004 - February 2007
Liquid Capital March 2003 - April 2004
Merrill Lynch September 2001 - March 2003
Prime International Trading September 1994 - June 1999
Skills
Equity Derivatives, Structured Products, Derivatives, Fixed Income, Investment Banking, Equities, Electronic Trading, Capital Markets, Bloomberg, Hedge Funds, Credit Derivatives, Equity Trading, Options, Prime Brokerage, Swaps, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Purdue University 1990 — 1994
Bachelor of Science (BSc), Business Administration and Management, General
John J. Kim, CFA's Merrill Lynch Experience December 2002 - March 2007
Job Financial Services Professional
Industry Financial Services
Experience
Independent Private Financial Strategy Consulting July 2008 - Present
Merrill Lynch December 2002 - March 2007
Credit Suisse First Boston April 2000 - December 2002
Prudential Securities April 1998 - April 2000
Salomon Smith Barney July 1997 - April 1998
RBC Dominion Securities May 1991 - June 1997
Education
Association for Investment Management and Research 1992 — 1996
CFA
Queen's University 1987 — 1991
B. Comm., Business
Independent Private Financial Strategy Consulting July 2008 - Present
Merrill Lynch December 2002 - March 2007
Credit Suisse First Boston April 2000 - December 2002
Prudential Securities April 1998 - April 2000
Salomon Smith Barney July 1997 - April 1998
RBC Dominion Securities May 1991 - June 1997
Education
Association for Investment Management and Research 1992 — 1996
CFA
Queen's University 1987 — 1991
B. Comm., Business
Charles H. Garrido, Jr.'s Merrill Lynch Experience November 1987 - June 1998
Job Senior Managing Director at McDonald Partners LLC
Industry Financial Services
Experience
McDonald Partners LLC August 2011 - Present
David A. Noyes & Co. February 2004 - August 2011
McDonald Investments June 1998 - February 2004
Merrill Lynch November 1987 - June 1998
Skills
Estate Planning, Retirement Planning, Financial Analysis, Financial Control, Speaking Engagements, Conference Speaking, Public Speaking, Charity Events, Major Donor Campaigns, New Business Development, Fundraisers, Financial Audits, Strategic Financial..., Investment Advisory, Finance, Financial Services, Financial Advisory, Strategy, Asset Allocation, Series 7, Wealth Management, Asset Management, Alternative Investments, Investments, Financial Planning
Education
Purdue University 1976 — 1980
BS Chemical Engineering, Chemical Engineering
University of Miami 1974 — 1976
Chemistry
McDonald Partners LLC August 2011 - Present
David A. Noyes & Co. February 2004 - August 2011
McDonald Investments June 1998 - February 2004
Merrill Lynch November 1987 - June 1998
Skills
Estate Planning, Retirement Planning, Financial Analysis, Financial Control, Speaking Engagements, Conference Speaking, Public Speaking, Charity Events, Major Donor Campaigns, New Business Development, Fundraisers, Financial Audits, Strategic Financial..., Investment Advisory, Finance, Financial Services, Financial Advisory, Strategy, Asset Allocation, Series 7, Wealth Management, Asset Management, Alternative Investments, Investments, Financial Planning
Education
Purdue University 1976 — 1980
BS Chemical Engineering, Chemical Engineering
University of Miami 1974 — 1976
Chemistry
Brian Schuman's Merrill Lynch Experience September 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Wachovia Securities, LLC September 1997 - September 2007
Tom Lange Company 1988 - 1997
Education
Purdue University 1984 — 1988
Bachelor of Science, Agriculture Economics
Merrill Lynch September 2007 - Present
Wachovia Securities, LLC September 1997 - September 2007
Tom Lange Company 1988 - 1997
Education
Purdue University 1984 — 1988
Bachelor of Science, Agriculture Economics
Jon Parsons's Merrill Lynch Experience April 2010 - Present
Job Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
The GMS Group June 2009 - May 2010
Fidelity Capital Markets March 2005 - January 2009
Fiserv Securities August 1999 - March 2005
Delaware Investments January 1997 - January 1999
Skills
Direct Sales, Client Relationship..., Financial Management, Financial Markets, Financial Planning, Financial Analysis, Trading, Fixed Income, Fixed Income Products, Wholesale, Wholesaling, Stock Market, Stock Picking
Education
Purdue University 1991 — 1995
BA, Sociology
Merrill Lynch April 2010 - Present
The GMS Group June 2009 - May 2010
Fidelity Capital Markets March 2005 - January 2009
Fiserv Securities August 1999 - March 2005
Delaware Investments January 1997 - January 1999
Skills
Direct Sales, Client Relationship..., Financial Management, Financial Markets, Financial Planning, Financial Analysis, Trading, Fixed Income, Fixed Income Products, Wholesale, Wholesaling, Stock Market, Stock Picking
Education
Purdue University 1991 — 1995
BA, Sociology
Timothy Aufmuth's Merrill Lynch Experience June 2009 - April 2012
Job Banking Professional
Industry Banking
Experience
Merrill Lynch June 2009 - April 2012
BNY Mellon Corporation November 2005 - October 2008
Education
Purdue University 1970 — 1974
Henry M Gunn High School 1967 — 1970
Merrill Lynch June 2009 - April 2012
BNY Mellon Corporation November 2005 - October 2008
Education
Purdue University 1970 — 1974
Henry M Gunn High School 1967 — 1970
Elisabeth Westel's Merrill Lynch Experience 1986 - 1987
Job IT Manager at td Canada trust
Industry Banking
Experience
td Canada trust IT ManagerToronto Dominion Bank Financial Group1990 - Present
TD Bank 1990 - Present
TD Bank Financial Group 1990 - Present
TD 1990 - Present
Prudential Bache Securities 1988 - 1990
Proudential Bache Securities 1988 - 1990
Merrill Lynch 1986 - 1987
Skills
SDLC, Business Analysis, Enterprise Architecture, IT Strategy, PMO, Solution Architecture, SOA, Project Portfolio..., TOGAF, Disaster Recovery, Websphere, Visio, ITIL, Business Process, Project Delivery, Governance, Data Warehousing, Vendor Management, WebSphere
Education
University of Toronto 1982 — 1985
Masters of Library and Information Science
Queen's University 1979 — 1982
Biology, General
td Canada trust IT ManagerToronto Dominion Bank Financial Group1990 - Present
TD Bank 1990 - Present
TD Bank Financial Group 1990 - Present
TD 1990 - Present
Prudential Bache Securities 1988 - 1990
Proudential Bache Securities 1988 - 1990
Merrill Lynch 1986 - 1987
Skills
SDLC, Business Analysis, Enterprise Architecture, IT Strategy, PMO, Solution Architecture, SOA, Project Portfolio..., TOGAF, Disaster Recovery, Websphere, Visio, ITIL, Business Process, Project Delivery, Governance, Data Warehousing, Vendor Management, WebSphere
Education
University of Toronto 1982 — 1985
Masters of Library and Information Science
Queen's University 1979 — 1982
Biology, General
Avinash Jindal's Merrill Lynch Experience January 2003 - Present
Job Vice President at Merrill Lynch / Bank Of America
Industry Financial Services
Experience
Merrill Lynch / Bank Of America October 2003 - Present
Merrill Lynch January 2003 - Present
Skills
Fixed Income, Series 7, Equities, Investment Banking, Capital Markets, Wealth Management, Derivatives, Portfolio Management, Series 63, Bloomberg, Mutual Funds, Securities, Alternative Investments, Prime Brokerage, Asset Managment
Education
Punjab Engineering College 1990 — 1994
Bachelor of Science (BS), Electronics & Communication
Model School Sec 15, Chandigarh 1979 — 1988
Merrill Lynch / Bank Of America October 2003 - Present
Merrill Lynch January 2003 - Present
Skills
Fixed Income, Series 7, Equities, Investment Banking, Capital Markets, Wealth Management, Derivatives, Portfolio Management, Series 63, Bloomberg, Mutual Funds, Securities, Alternative Investments, Prime Brokerage, Asset Managment
Education
Punjab Engineering College 1990 — 1994
Bachelor of Science (BS), Electronics & Communication
Model School Sec 15, Chandigarh 1979 — 1988
Tom Dunstan's Merrill Lynch Experience 1989 - 1996
Job Managing Director at Hexagon Securities LLC
Industry Investment Banking
Experience
Hexagon Securities LLC November 2009 - Present
Bear Stearns 1996 - 2008
Merrill Lynch 1989 - 1996
Chrysler Capital Corp. 1987 - 1989
Education
Purdue University - Krannert School of Management 1984 — 1986
MSM, Finance
University of Michigan 1979 — 1983
BS, Botany
Hexagon Securities LLC November 2009 - Present
Bear Stearns 1996 - 2008
Merrill Lynch 1989 - 1996
Chrysler Capital Corp. 1987 - 1989
Education
Purdue University - Krannert School of Management 1984 — 1986
MSM, Finance
University of Michigan 1979 — 1983
BS, Botany
Kari Olsen's Merrill Lynch Experience June 2006 - August 2008
Job VP, Sr. Data Architect Operational Risk Technology at Bank of America
Industry Information Technology and Services
Experience
Bank of America 2010 - Present
Celenka Incorporated 1996 - Present
Bank of America October 2009 - October 2012
Merrill Lynch June 2006 - August 2008
Bank of America July 2002 - August 2008
Synovus April 2001 - December 2004
Wachovia Bank March 1992 - December 2002
American Management Systems (AMS) May 1997 - December 1999
Toronto Dominion Bank March 1984 - April 1992
Skills
Financial Analysis, Business Process, SQL, Business Strategy, Process Improvement, Risk Management, Product Management, Project Management, Data Analysis, Budgets, Consulting, Management, Analysis, Loans, Business Analysis, Portfolio Management, SDLC, Finance, Financial Services, Banking, Vendor Management, IT Strategy, Business Process..., Analytics
Education
Queen's University 1979 — 1983
Bachelor of Commerce, Finance
Bank of America 2010 - Present
Celenka Incorporated 1996 - Present
Bank of America October 2009 - October 2012
Merrill Lynch June 2006 - August 2008
Bank of America July 2002 - August 2008
Synovus April 2001 - December 2004
Wachovia Bank March 1992 - December 2002
American Management Systems (AMS) May 1997 - December 1999
Toronto Dominion Bank March 1984 - April 1992
Skills
Financial Analysis, Business Process, SQL, Business Strategy, Process Improvement, Risk Management, Product Management, Project Management, Data Analysis, Budgets, Consulting, Management, Analysis, Loans, Business Analysis, Portfolio Management, SDLC, Finance, Financial Services, Banking, Vendor Management, IT Strategy, Business Process..., Analytics
Education
Queen's University 1979 — 1983
Bachelor of Commerce, Finance
Donald Straszheim's Merrill Lynch Experience 1985 - 1997
Job at
Industry Financial Services
Experience
Straszheim Global Advisors 2001 - Present
Roth Capital Partners 2006 - 2008
Milken Institute 1997 - 2001
Merrill Lynch 1985 - 1997
Wharton Econometrics 1983 - 1985
Education
Purdue University - Krannert School of Management
BS, MS, PhD, Economics
Straszheim Global Advisors 2001 - Present
Roth Capital Partners 2006 - 2008
Milken Institute 1997 - 2001
Merrill Lynch 1985 - 1997
Wharton Econometrics 1983 - 1985
Education
Purdue University - Krannert School of Management
BS, MS, PhD, Economics
james ulman's Merrill Lynch Experience January 2004 - August 2011
Job financial advisor at first community bank and trust
Industry Financial Services
Experience
First community bank and trust August 2011 - Present
merrill lynch January 2004 - August 2011
AG Edwards January 2001 - January 2004
Chicago Board of Trade January 1995 - October 2000
Skills
Wealth Management, Finance, Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Trading, Options, Retirement Planning, Investment Advisory, Investments
Education
Purdue University 1989 — 1994
Liberal Arts
Valparaiso high school 1986 — 1989
First community bank and trust August 2011 - Present
merrill lynch January 2004 - August 2011
AG Edwards January 2001 - January 2004
Chicago Board of Trade January 1995 - October 2000
Skills
Wealth Management, Finance, Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Trading, Options, Retirement Planning, Investment Advisory, Investments
Education
Purdue University 1989 — 1994
Liberal Arts
Valparaiso high school 1986 — 1989
Marianne Harris's Merrill Lynch Experience September 2000 - September 2003
Job Member of the Board of Directors at Hydro One Limited and Hydro One Inc,
Industry Capital Markets
Experience
Hydro One Limited and Hydro One Inc, July 2015 - Present
Sun Life Inc. and Sun Life Assurance Company of Canada December 2013 - Present
Investment Industry Regulatory Organization of Canada - IIROC September 2012 - Present
Agrium Inc. August 2014 - August 2015
Merrill Lynch Canada April 2006 - October 2013
Merrill Lynch Pierce Fenner & Smith 2003 - 2006
Merrill Lynch September 2000 - September 2003
RBC Capital Markets September 1984 - August 2000
Skills
Investment Banking, Strategic Financial..., Capital Markets, Equities, Series 7, Fixed Income, Financial Analysis, Series 24 and 63, Finance, Financial Risk, Investments, Portfolio Management, Financial Planning, Financial Services, Mergers & Acquisitions, Strategy, Corporate Finance
Education
York University - Osgoode Hall Law School 1979 — 1983
Juris Doctorate JD, Law
York University - Schulich School of Business 1979 — 1983
Master of Business Administration (MBA)
Queen's University 1975 — 1979
Hons B.Sc., Biology, General
Hydro One Limited and Hydro One Inc, July 2015 - Present
Sun Life Inc. and Sun Life Assurance Company of Canada December 2013 - Present
Investment Industry Regulatory Organization of Canada - IIROC September 2012 - Present
Agrium Inc. August 2014 - August 2015
Merrill Lynch Canada April 2006 - October 2013
Merrill Lynch Pierce Fenner & Smith 2003 - 2006
Merrill Lynch September 2000 - September 2003
RBC Capital Markets September 1984 - August 2000
Skills
Investment Banking, Strategic Financial..., Capital Markets, Equities, Series 7, Fixed Income, Financial Analysis, Series 24 and 63, Finance, Financial Risk, Investments, Portfolio Management, Financial Planning, Financial Services, Mergers & Acquisitions, Strategy, Corporate Finance
Education
York University - Osgoode Hall Law School 1979 — 1983
Juris Doctorate JD, Law
York University - Schulich School of Business 1979 — 1983
Master of Business Administration (MBA)
Queen's University 1975 — 1979
Hons B.Sc., Biology, General
Barbara S Adelman's Merrill Lynch Experience 2000 - 2005
Job Principal at Stonebridge Wealth Advisors, LLC
Industry Financial Services
Experience
Stonebridge Wealth Advisors, LLC December 2013 - Present
Morgan Stanley February 2005 - November 2013
Merrill Lynch 2000 - 2005
Societe Generale 1989 - 1999
The Chase Manhattan Bank 1983 - 1989
Krannert Graduate School of Management 1976 - 1982
Skills
Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Wealth Management, Asset Allocation, Investments, Strategic Planning, Asset Management, Investment Advisory, Private Equity, Mutual Funds, Financial Analysis, Portfolio Management, Financial Modeling, Loans, Risk Management, Investment Management, Non-profit Board..., Equities, Alternative Investments, Due Diligence, Hedge Funds, Capital Markets, Investment Banking, Valuation, Financial Services, Wealth Management..., Commercial Banking, Insurance, Credit, Banking, Mergers, Leadership, Derivatives, Treasury Management, High Net Worth..., Securities, Series 7, Commercial Lending, Investment Strategies, FINRA, Financial Advisory, Venture Capital, Asset Managment, Non-profit Board..., Cash Management, Series 63
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Accounting and Finance
The College, The University of Chicago
Bachelor of Arts (BA), Biology, General
Purdue University - Krannert School of Management
Graduate courses in accounting, information technology and quantitative analysis
Stonebridge Wealth Advisors, LLC December 2013 - Present
Morgan Stanley February 2005 - November 2013
Merrill Lynch 2000 - 2005
Societe Generale 1989 - 1999
The Chase Manhattan Bank 1983 - 1989
Krannert Graduate School of Management 1976 - 1982
Skills
Strategic Financial..., Corporate Finance, Mergers & Acquisitions, Wealth Management, Asset Allocation, Investments, Strategic Planning, Asset Management, Investment Advisory, Private Equity, Mutual Funds, Financial Analysis, Portfolio Management, Financial Modeling, Loans, Risk Management, Investment Management, Non-profit Board..., Equities, Alternative Investments, Due Diligence, Hedge Funds, Capital Markets, Investment Banking, Valuation, Financial Services, Wealth Management..., Commercial Banking, Insurance, Credit, Banking, Mergers, Leadership, Derivatives, Treasury Management, High Net Worth..., Securities, Series 7, Commercial Lending, Investment Strategies, FINRA, Financial Advisory, Venture Capital, Asset Managment, Non-profit Board..., Cash Management, Series 63
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Accounting and Finance
The College, The University of Chicago
Bachelor of Arts (BA), Biology, General
Purdue University - Krannert School of Management
Graduate courses in accounting, information technology and quantitative analysis
Brent Fullard's Merrill Lynch Experience 1984 - 1991
Job Executive Managing Director at Catalyst Asset Mangement Inc.
Industry Investment Banking
Experience
Catalyst Asset Mangement Inc. Executive Managing Director and Head of Equity Capital MarketsBMO Capital Markets1991 - 2003
Merrill Lynch 1984 - 1991
Dome Petroleum Ltd. 1981 - 1984
General Motors 1979 - 1981
Education
Queen's University
Master of Business Administration (MBA)
University of Toronto
B.Sc.
Upper Canada College
Catalyst Asset Mangement Inc. Executive Managing Director and Head of Equity Capital MarketsBMO Capital Markets1991 - 2003
Merrill Lynch 1984 - 1991
Dome Petroleum Ltd. 1981 - 1984
General Motors 1979 - 1981
Education
Queen's University
Master of Business Administration (MBA)
University of Toronto
B.Sc.
Upper Canada College
Christopher Corcoran's Merrill Lynch Experience May 1990 - February 1992
Job Commercial Director at dunnhumby
Industry Marketing and Advertising
Experience
dunnhumby April 2014 - Present
dunnhumby January 2013 - April 2014
Quaero April 2007 - January 2013
Fifth Third Bank March 2004 - April 2007
Fifth Third Bank October 1998 - October 2003
Fifth Third Bank February 1995 - October 1998
Card Management Corporation March 1994 - February 1995
Card Management Corporation October 1992 - March 1994
Merrill Lynch May 1990 - February 1992
Skills
Database Marketing, Analytics, Segmentation, Direct Marketing, Business Requirements, Requirements Gathering, Requirements Analysis, CRM, Email Marketing, Competitive Analysis, Web Analytics, Multi-channel Marketing, Customer Insight, B2B Marketing, Campaign Management, Integrated Marketing, Lead Generation, Digital Marketing, Marketing, Marketing Automation, Digital Strategy, Marketing Analytics, Interactive Marketing, Marketing Research, Marketing Management, E-commerce, Online Marketing
Education
Purdue University - Krannert School of Management 2001 — 2003
MBA
Purdue University 1984 — 1990
B.S.
dunnhumby April 2014 - Present
dunnhumby January 2013 - April 2014
Quaero April 2007 - January 2013
Fifth Third Bank March 2004 - April 2007
Fifth Third Bank October 1998 - October 2003
Fifth Third Bank February 1995 - October 1998
Card Management Corporation March 1994 - February 1995
Card Management Corporation October 1992 - March 1994
Merrill Lynch May 1990 - February 1992
Skills
Database Marketing, Analytics, Segmentation, Direct Marketing, Business Requirements, Requirements Gathering, Requirements Analysis, CRM, Email Marketing, Competitive Analysis, Web Analytics, Multi-channel Marketing, Customer Insight, B2B Marketing, Campaign Management, Integrated Marketing, Lead Generation, Digital Marketing, Marketing, Marketing Automation, Digital Strategy, Marketing Analytics, Interactive Marketing, Marketing Research, Marketing Management, E-commerce, Online Marketing
Education
Purdue University - Krannert School of Management 2001 — 2003
MBA
Purdue University 1984 — 1990
B.S.
Ryan Finicle's Merrill Lynch Experience August 2012 - 2015
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch August 2012 - 2015
Wells Fargo March 2011 - August 2012
The Tiki Hut April 2008 - April 2010
Skills
Management Consulting, Change Management, Business Transformation, Business Process..., Business Strategy, Program Management, Business Analysis, Organizational Design, Strategic Planning, Project Management, Strategy, Executive Coaching
Education
Purdue University
Bachelor of Science (BS), Organizational Leadership
Merrill Lynch August 2012 - 2015
Wells Fargo March 2011 - August 2012
The Tiki Hut April 2008 - April 2010
Skills
Management Consulting, Change Management, Business Transformation, Business Process..., Business Strategy, Program Management, Business Analysis, Organizational Design, Strategic Planning, Project Management, Strategy, Executive Coaching
Education
Purdue University
Bachelor of Science (BS), Organizational Leadership
Matthew Pardieck's Merrill Lynch Experience March 2005 - February 2012
Job Rocket scientist trained financial steward
Industry Financial Services
Experience
Raymond James February 2012 - Present
Merrill Lynch March 2005 - February 2012
Palmer and Cay Consulting Group February 2001 - February 2005
Wealth Preservation Group LLC October 1997 - February 2001
Skills
Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Estate Planning, Succession Planning, Retirement Plan..., Strategic Financial...
Education
Purdue University 1987 — 1991
BS, Aeronautical Engineering
Summerville High
Raymond James February 2012 - Present
Merrill Lynch March 2005 - February 2012
Palmer and Cay Consulting Group February 2001 - February 2005
Wealth Preservation Group LLC October 1997 - February 2001
Skills
Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Estate Planning, Succession Planning, Retirement Plan..., Strategic Financial...
Education
Purdue University 1987 — 1991
BS, Aeronautical Engineering
Summerville High
Jose Siberon's Merrill Lynch Experience 2007 - 2009
Job Advisor
Industry Investment Management
Experience
The Infinite Actuary 2008 - Present
Siberon Group June 2011 - March 2014
Federal Reserve Bank of New York 2010 - July 2011
El Club del Barrio 2005 - 2010
Merrill Lynch 2007 - 2009
JP Morgan 2005 - 2007
Standard & Poor's 2000 - 2005
Prudential Financial 1996 - 2000
Education
Purdue University 1994 — 1995
MSEE, Electrical Engineering
Purdue University 1990 — 1994
BSEE, Electrical Engineering
CFA Institute
CFA
Society of Actuaries
Fellow of the Society of Actuaries
The Infinite Actuary 2008 - Present
Siberon Group June 2011 - March 2014
Federal Reserve Bank of New York 2010 - July 2011
El Club del Barrio 2005 - 2010
Merrill Lynch 2007 - 2009
JP Morgan 2005 - 2007
Standard & Poor's 2000 - 2005
Prudential Financial 1996 - 2000
Education
Purdue University 1994 — 1995
MSEE, Electrical Engineering
Purdue University 1990 — 1994
BSEE, Electrical Engineering
CFA Institute
CFA
Society of Actuaries
Fellow of the Society of Actuaries
Kevin Barnes's Merrill Lynch Experience February 1999 - December 2001
Job SVP and Regional Manager at TD
Industry Investment Management
Experience
TD March 2014 - Present
Fiera Quantum May 2013 - March 2014
GMP Investment Management January 2010 - May 2013
CIBC World Markets April 2007 - January 2010
CIBC Wood Gundy January 2002 - April 2007
Merrill Lynch February 1999 - December 2001
Midland Walwyn January 1994 - January 1999
Skills
Wealth Management, Alternative Investments, Equities, Investment Management, Asset Managment, Investment Advisory, Portfolio Management, Investment Strategies, Hedge Funds, Securities, Investments, Asset Management, ETFs, Wealth, Mutual Funds, Asset Allocation, Fixed Income, Structured Products, Retirement Planning
Education
Queen's University 1986 — 1990
Bachelor's degree, Economics
TD March 2014 - Present
Fiera Quantum May 2013 - March 2014
GMP Investment Management January 2010 - May 2013
CIBC World Markets April 2007 - January 2010
CIBC Wood Gundy January 2002 - April 2007
Merrill Lynch February 1999 - December 2001
Midland Walwyn January 1994 - January 1999
Skills
Wealth Management, Alternative Investments, Equities, Investment Management, Asset Managment, Investment Advisory, Portfolio Management, Investment Strategies, Hedge Funds, Securities, Investments, Asset Management, ETFs, Wealth, Mutual Funds, Asset Allocation, Fixed Income, Structured Products, Retirement Planning
Education
Queen's University 1986 — 1990
Bachelor's degree, Economics
Benjamin Norrie's Merrill Lynch Experience December 2012 - Present
Job Vice President, Managed Solutions Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
UBS Wealth Management March 2011 - December 2012
UBS Wealth Management March 2007 - February 2011
Mercedes Benz USA July 2005 - February 2007
Skills
Portfolio Management, Strategy, Financial Analysis, Financial Modeling, Investments, Asset Managment, Equities, Valuation, Fixed Income, Corporate Finance, Capital Markets, Wealth Management, Risk Management, Securities, Alternative Investments, Analytics, Financial Services, Asset Management
Education
Purdue University - Krannert School of Management 2001 — 2005
Bachelor of Science, Management, Finance
Certified Investment Management Analyst (CIMA®) Candidate: Sep 2015
Series 66
Series 7
Merrill Lynch December 2012 - Present
UBS Wealth Management March 2011 - December 2012
UBS Wealth Management March 2007 - February 2011
Mercedes Benz USA July 2005 - February 2007
Skills
Portfolio Management, Strategy, Financial Analysis, Financial Modeling, Investments, Asset Managment, Equities, Valuation, Fixed Income, Corporate Finance, Capital Markets, Wealth Management, Risk Management, Securities, Alternative Investments, Analytics, Financial Services, Asset Management
Education
Purdue University - Krannert School of Management 2001 — 2005
Bachelor of Science, Management, Finance
Certified Investment Management Analyst (CIMA®) Candidate: Sep 2015
Series 66
Series 7
Vikram Rao's Merrill Lynch Experience 2000 - 2004
Job Retired; former Managing Director, CoHead, Global Fixed Income Sales and Trading at Scotiabank
Industry Banking
Experience
Scotia Capital 2005 - 2015
Brevan Howard 2004 - 2005
Merrill Lynch 2000 - 2004
Goldman Sachs 1992 - 1997
Skills
Interest Rate..., Fixed Income, Swaps, Derivatives, Structured Products, Market Risk, Trading, Bonds, Global Macro, Portfolio Management, Hedge Funds, Relative Value, Volatility, Capital Markets, Equities, FX Options, Financial Markets, Bloomberg, Quantitative Finance, Credit Derivatives, Options, Equity Derivatives, Investments, Management
Education
The Tuck School of Business at Dartmouth 2013 — 2013
Executive Education, Leadership and Strategic Planning
The London School of Economics and Political Science (LSE) 1991 — 1992
Master of Science (MSc), Economics and Finance
Queen's University 1988 — 1991
Bachelor’s Degree, Economics
Scotia Capital 2005 - 2015
Brevan Howard 2004 - 2005
Merrill Lynch 2000 - 2004
Goldman Sachs 1992 - 1997
Skills
Interest Rate..., Fixed Income, Swaps, Derivatives, Structured Products, Market Risk, Trading, Bonds, Global Macro, Portfolio Management, Hedge Funds, Relative Value, Volatility, Capital Markets, Equities, FX Options, Financial Markets, Bloomberg, Quantitative Finance, Credit Derivatives, Options, Equity Derivatives, Investments, Management
Education
The Tuck School of Business at Dartmouth 2013 — 2013
Executive Education, Leadership and Strategic Planning
The London School of Economics and Political Science (LSE) 1991 — 1992
Master of Science (MSc), Economics and Finance
Queen's University 1988 — 1991
Bachelor’s Degree, Economics
Beau Pahud's Merrill Lynch Experience October 2012 - April 2014
Job Associate at Annex Student Living
Industry Real Estate
Experience
Annex Student Living July 2014 - Present
Merrill Lynch October 2012 - April 2014
Purdue University August 2008 - May 2012
The Omerta Group June 2010 - August 2010
Skills
Public Relations, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Leadership, Customer Service, Public Speaking, Data Analysis, Financial Modeling, Sales, Team Leadership, Event Planning
Education
Purdue University 2008 — 2012
Bachelor of Science (BS), Financial Planning and Services
Annex Student Living July 2014 - Present
Merrill Lynch October 2012 - April 2014
Purdue University August 2008 - May 2012
The Omerta Group June 2010 - August 2010
Skills
Public Relations, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Leadership, Customer Service, Public Speaking, Data Analysis, Financial Modeling, Sales, Team Leadership, Event Planning
Education
Purdue University 2008 — 2012
Bachelor of Science (BS), Financial Planning and Services
Dae Kyung (Paul) Kim's Merrill Lynch Experience July 2008 - September 2011
Job Vice President at BAML
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2011 - Present
Merrill Lynch July 2008 - September 2011
Education
NYU Courant Institute of Mathematical Sciences 2013 — 2016
Master of Science (M.S.), Mathematics in Finance
Purdue University
B.S., Computer Science
Bank of America Merrill Lynch September 2011 - Present
Merrill Lynch July 2008 - September 2011
Education
NYU Courant Institute of Mathematical Sciences 2013 — 2016
Master of Science (M.S.), Mathematics in Finance
Purdue University
B.S., Computer Science
robert zender's Merrill Lynch Experience July 2003 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2003 - Present
Education
Purdue University 1962 — 1966
bs, Industrial Management
Merrill Lynch July 2003 - Present
Education
Purdue University 1962 — 1966
bs, Industrial Management
Greenwell Brian P.'s Merrill Lynch Experience June 2005 - January 2008
Job Vice President Investments at Oak Ridge Financial
Industry Financial Services
Experience
Oak Ridge Financial November 2011 - Present
Feltl and Company January 2008 - November 2011
Merrill Lynch June 2005 - January 2008
Skills
Investments, Asset Allocation, Asset Management, Equities, Financial Planning, Series 7, Insurance, Wealth Management, Retirement Planning, Financial Analysis
Education
Purdue University 2001 — 2005
Oak Ridge Financial November 2011 - Present
Feltl and Company January 2008 - November 2011
Merrill Lynch June 2005 - January 2008
Skills
Investments, Asset Allocation, Asset Management, Equities, Financial Planning, Series 7, Insurance, Wealth Management, Retirement Planning, Financial Analysis
Education
Purdue University 2001 — 2005
David Lamberson's Merrill Lynch Experience July 1965 - December 1998
Job Treasurer
Industry Capital Markets
Experience
Merrill Lynch July 1965 - December 1998
Education
Purdue University 1952 — 1956
Bachelor's degree, Economics
Merrill Lynch July 1965 - December 1998
Education
Purdue University 1952 — 1956
Bachelor's degree, Economics
Brad Bales's Merrill Lynch Experience 2010 - 2012
Job Upper School Math Teacher at Foundation Academy
Industry Financial Services
Experience
Foundation Academy 2014 - Present
The Christ School 2013 - 2014
Merrill Lynch 2010 - 2012
Renaissance Administration 2006 - 2010
CMA Mortgage, Inc. 2004 - 2006
AmeriSpec Inspection Services 1995 - 2003
Education
Purdue University 1989 — 1993
Bachelor's degree, Actuarial Science
Foundation Academy 2014 - Present
The Christ School 2013 - 2014
Merrill Lynch 2010 - 2012
Renaissance Administration 2006 - 2010
CMA Mortgage, Inc. 2004 - 2006
AmeriSpec Inspection Services 1995 - 2003
Education
Purdue University 1989 — 1993
Bachelor's degree, Actuarial Science
Sharon Fetters's Merrill Lynch Experience 1998 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Education
Purdue University
management, human resources
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Merrill Lynch 1998 - 2002
Education
Purdue University
management, human resources
Jonathan Witaskin's Merrill Lynch Experience June 1988 - January 1991
Job Past VP Merrill LynchRetail & Institutional Business Development, Marketing & Product Development, Operations
Industry Financial Services
Experience
Acuity Trading May 2006 - Present
Merrill Lynch June 1988 - January 1991
Merrill Lynch 1986 - 1988
Merrill Lynch 1983 - 1986
Merrill Lynch 1981 - 1983
Skills
Product Management, Marketing, Sales, Equities, Financial Markets, Trading, Investments, Six Sigma, Futures Trading, Marketing Strategy, Strategic Planning, Business Innovation, Management, Relationship Management, Strategy, Business Development, Project Management, Inbound Marketing
Education
Purdue University
Bachelor of Arts (BA)
Acuity Trading May 2006 - Present
Merrill Lynch June 1988 - January 1991
Merrill Lynch 1986 - 1988
Merrill Lynch 1983 - 1986
Merrill Lynch 1981 - 1983
Skills
Product Management, Marketing, Sales, Equities, Financial Markets, Trading, Investments, Six Sigma, Futures Trading, Marketing Strategy, Strategic Planning, Business Innovation, Management, Relationship Management, Strategy, Business Development, Project Management, Inbound Marketing
Education
Purdue University
Bachelor of Arts (BA)
Nadeem Memon's Merrill Lynch Experience 2010 - 2011
Job Financial Analyst
Industry Investment Management
Experience
Merrill Lynch 2010 - 2011
TD Ameritrade December 2000 - April 2009
AMZ Securities January 1996 - April 2000
Forex Links (Derivative Brokerage House) May 1992 - December 1995
Skills
Strategic Financial..., Financial Analysis, Quantitative Analytics, Variance Analysis, DCF Valuation, Financial Accounting, Corporate Finance, Derivatives, Foreign Exchange, Equity Research, Fixed Income Analysis, ETFs, FX Swaps, Financial Futures, Financial Risk, Credit Risk, Microsoft Excel, Salesforce.com, Morningstar, Bloomberg, Acess
Education
Quaid-e-Azam University, Islamabad 1990 — 1992
Master of Business Administration (MBA) Finance, Finance and Financial Management Services
University of Sindh 1986 — 1989
Bachelor's of Commerce, Accounting and Finance
Merrill Lynch 2010 - 2011
TD Ameritrade December 2000 - April 2009
AMZ Securities January 1996 - April 2000
Forex Links (Derivative Brokerage House) May 1992 - December 1995
Skills
Strategic Financial..., Financial Analysis, Quantitative Analytics, Variance Analysis, DCF Valuation, Financial Accounting, Corporate Finance, Derivatives, Foreign Exchange, Equity Research, Fixed Income Analysis, ETFs, FX Swaps, Financial Futures, Financial Risk, Credit Risk, Microsoft Excel, Salesforce.com, Morningstar, Bloomberg, Acess
Education
Quaid-e-Azam University, Islamabad 1990 — 1992
Master of Business Administration (MBA) Finance, Finance and Financial Management Services
University of Sindh 1986 — 1989
Bachelor's of Commerce, Accounting and Finance
Alexa NS Baird's Merrill Lynch Experience 2002 - 2004
Job Quantitative Analyst at HSBC Global Research
Industry Capital Markets
Experience
HSBC Global Research 2004 - Present
Merrill Lynch 2002 - 2004
Barclays Wealth and Investment Management December 2000 - August 2002
Skills
Computer Network..., Algorithm Design, Market Analysis, Risk Analysis, Stochastic Modeling, Game Theory, Derivatives Trading, Team Leadership, Project Planning, Linux, C++, Project Management, Quantitative Finance, Cross-cultural..., Cross-cultural Teams
Education
The London School of Economics and Political Science (LSE) 1997 — 2000
Doctor of Philosophy (Ph.D.), Financial Mathematics
The University of British Columbia 1997 — 2000
Doctor of Philosophy (PhD), Financial Mathematics
Queen's University Belfast 1994 — 1997
B.Sc(Hons) Mathematics
HSBC Global Research 2004 - Present
Merrill Lynch 2002 - 2004
Barclays Wealth and Investment Management December 2000 - August 2002
Skills
Computer Network..., Algorithm Design, Market Analysis, Risk Analysis, Stochastic Modeling, Game Theory, Derivatives Trading, Team Leadership, Project Planning, Linux, C++, Project Management, Quantitative Finance, Cross-cultural..., Cross-cultural Teams
Education
The London School of Economics and Political Science (LSE) 1997 — 2000
Doctor of Philosophy (Ph.D.), Financial Mathematics
The University of British Columbia 1997 — 2000
Doctor of Philosophy (PhD), Financial Mathematics
Queen's University Belfast 1994 — 1997
B.Sc(Hons) Mathematics
Scott Kinnear's Merrill Lynch Experience January 2000 - January 2002
Job Assistant Director, Market Intelligence at Bank of Canada
Industry Banking
Experience
Bank of Canada January 2013 - Present
Bank of Canada July 2011 - January 2013
Bank of Canada July 2009 - July 2011
Bank of Canada September 2008 - July 2009
Bank of Canada April 2004 - September 2008
Merrill Lynch January 2000 - January 2002
BMO Nesbitt Burns January 1997 - January 2000
Skills
Financial Analysis, Risk Management, Project Management, Portfolio Management
Education
Queen's University 1994 — 1995
Master of Arts (MA), Economics
University of Guelph 1989 — 1994
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
Bank of Canada January 2013 - Present
Bank of Canada July 2011 - January 2013
Bank of Canada July 2009 - July 2011
Bank of Canada September 2008 - July 2009
Bank of Canada April 2004 - September 2008
Merrill Lynch January 2000 - January 2002
BMO Nesbitt Burns January 1997 - January 2000
Skills
Financial Analysis, Risk Management, Project Management, Portfolio Management
Education
Queen's University 1994 — 1995
Master of Arts (MA), Economics
University of Guelph 1989 — 1994
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank