Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Federal Home Loan Bank of Chicago May 2014 - Present
Federal Home Loan Bank of Chicago January 2009 - May 2014
Federal Home Loan Bank of Chicago 2002 - 2008
William Blair and Company 1998 - 2001
Merrill Lynch 1993 - 1998
Skills
Fixed Income, MBS, ABS, ALM, Funding, Derivatives, Sales, Investments, Bonds, Interest Rate Risk..., Liquidity, Loans, Asset Management, Credit Risk, Banking, Capital Markets, Mortgage Lending
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
MBA, Finance
University of Colorado Boulder 1986 — 1990
BA, Economics
B.B. Boyd, LLC. July 2012 - Present
McBee Manufacturing Inc. May 2011 - June 2012
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, Accounting, HTML, Leadership, Time Management, Windows, Team Leadership, Strategic Planning
Education
Queens University of Charlotte 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
University of South Carolina-Columbia 2006 — 2007
Finance, General
SportsNet New York September 2007 - Present
New York City Dept of Education March 2011 - Present
Pro Football NYC April 2010 - September 2011
Merrill Lynch September 1980 - May 2006
Skills
Radio, Blogging, Football, Broadcast, New Media, Press Releases, Video Production, Creative Writing, Video, Content Strategy, Facebook, Television, Social Networking, Social Media, Editing, Media Relations, Digital Media, Event Planning, Copy Editing, Sports, Journalism, Public Relations
Education
Queens College 2003 — 2008
BA, Journalism / New Media
Merrill Lynch April 2014 - Present
NCSY May 2014 - Present
Golden Key International Honour Society April 2013 - December 2013
Merrill Lynch July 2013 - September 2013
MVP Basketball Camps, Inc. August 2012 - August 2012
HASC- The Hebrew Academy for Special Children June 2012 - August 2012
Skills
Microsoft Office, Team Leadership, Valuation, Bloomberg Terminal, Securities, Series 7, Series 66, Investments, Wealth Management, Social Networking, Leadership, Management
Education
Queens College 2011 — 2013
Bachelor of Business Administration (BBA), Corporate Finance
Queens College 2011 — 2013
Bachelor of Arts (B.A.), Economics
Yeshivat Reishit Yerushalayim 2009 — 2011
Jewish/Judaic Studies
Rambam Mesivta 2005 — 2009
High School Diploma, General Studies
Morgan Stanley October 2013 - Present
Morgan Stanley August 2011 - September 2013
Barclays Capital August 2008 - August 2011
Bear Stearns June 2001 - August 2008
Merrill Lynch May 1999 - April 2001
Lehman Brothers July 1997 - March 1999
Skills
SharePoint, SDLC, Software Project..., Access, Windows 7, Java, Software Documentation, SQL, Troubleshooting, Photoshop, MapInfo, Corel, Adobe Creative Suite, Flash, JavaScript, XML, HTML 5, ActionScript, Captivate, Illustrator, Trading Systems, Business Analysis, Equities, Investment Banking, Management, Disaster Recovery, Quality Assurance, Vendor Management, Change Management, Training, Quality Center, Visio, Sybase
Education
Master of Science (M.S.), Information Technology 2011 — 2013
Master of Science (M.S.), Software Development
City University of New York-Queens College 2000 — 2002
Bachelor of Science (B.S.), Computer Science
Saint John's University 1991 — 1995
Bachelor of Science (B.S.), Biology
George W. Wingate 1988 — 1991
HS Diploma with Honors, Mathematics/Biology
NEW LIFE MANAGEMENT October 2014 - Present
Merrill Lynch February 2002 - June 2008
Commercial Properites August 1998 - March 2001
Skills
Data Entry, Outlook, Time Management, Microsoft Office, Supervisory Skills, Microsoft Excel, Microsoft Word, Customer Service, Process Scheduler, Administrative..., Cpr Certified, Research, Public Speaking, Teamwork, Leadership, Event Planning, Team Building, Inventory Management, Windows, Policy, Government, Data Analysis
Education
SUNY Orange 2010 — 2011
NYS Certificate Alcoholism & Substance Abuse, Alcoholism & Substance Abuse Counseling, N/A
Queens College 1989 — 1993
Bachelor's Degree, Sociology, B
Merrill Lynch January 2013 - Present
Merrill Lynch March 2011 - December 2012
P-Solve June 2010 - March 2011
Biltmore Capital Group June 2009 - September 2009
Skills
Business Strategy, Data Analysis, Financial Modeling, Marketing Strategy, Hedge Funds, Private Equity, Managed Futures, Financial Analysis, Real Estate, Alternative Investments, Series 7, Series 66, Fixed Income, Investments, Uniform Combined State..., Portfolio Management, Capital Markets, Equities, Asset Allocation, Bloomberg, Trading, Asset Management
Education
City University of New York-Queens College 2006 — 2010
BA, Economics
The New York Times August 2015 - Present
The New York Times May 2012 - Present
Direct Brands (Columbia House & Doubleday) March 2011 - May 2012
Marketing Challenges Intl. Inc (MCIntl) August 2008 - September 2010
Merrill Lynch January 2008 - May 2008
Skills
Digital Marketing, Marketing Strategy, Customer Acquisition, Email Marketing, Market Research, Customer Retention, Display Advertising, Paid Search Strategy, Social Media Marketing, SEM, Direct Marketing, Online Marketing, Press Releases, Direct Mail, Advertising, Management, Marketing, Social Media, Digital Strategy
Education
Villanova University
Bachelor of Science: Business Administration, Marketing & International Business
Queensland University of Technology
Study Abroad Program, International Marketing
Progressus Media December 2014 - Present
Loyola University Chicago August 2013 - December 2014
The Henry Ford July 2012 - August 2013
Merrill Lynch July 2012 - September 2012
The Henry Ford May 2009 - July 2012
Skills
Microsoft Office, Microsoft Excel, Research, Event Planning, Social Media, Microsoft Word, Customer Service, Data Entry, PowerPoint, Outlook, Access, QuickBooks, Time Management, Budgets, Nonprofits, Google Analytics, Google Adwords, Marketing Strategy, Digital Marketing, Integrated Marketing, Event Management
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2014
Master of Business Administration (MBA), Marketing
Wayne State University 2010 — 2013
Bachelor of Science (B.S.), Advertising/Marketing Communication
Queens College, City University of New York January 2014 - Present
Broadmark Asset Management September 2009 - Present
Harvard University 2001 - Present
The Torrey Funds 2001 - 2009
Goldman Sachs 1999 - 2001
Prudential Financial 1989 - 1999
Merrill Lynch October 1972 - October 1976
Skills
Alternative Investments, Asset Allocation, Due Diligence, Equities, Financial Services, Hedge Funds, Investment Strategies, Investment Management, Non-profits, Leadership, Nonprofits, Trading, Investments, Mutual Funds, Strategy
Education
University of Pennsylvania - The Wharton School 1993 — 1993
CIMA (Certified Investment Management Analyst), Lecturer, Investment Policy
City University of New York-Queens College 1967 — 1972
BA cum laude, Philosophy/Mathematcs
Region 15 August 2004 - June 2014
Colgate Palmolive June 1993 - January 2001
Merrill Lynch 1990 - 1993
Skills
Curriculum Design, Classroom, Literacy, Educational Technology, Teacher Training, K-12, Special Education, ESL, Instructional Technology, Secondary Education, Staff Development, Instructional Design, Adult Education, Teaching English as a..., E-Learning, Higher Education, Early Childhood..., Lesson Planning
Education
Alternate Route to Teacher Certification (ARC) 2002 — 2003
Teacher Certification, K - 12
Queens College 1982 — 1986
Bachelor of Arts (BA), English Language and Literature, General
Waveguide Consulting March 2015 - Present
PSAV June 2013 - March 2015
United Nations December 1999 - September 2012
Merrill Lynch March 1999 - November 1999
Morgan Stanley 1997 - 1999
Skills
Analysis, AV, Editing, Music, Media Production, Social Networking, Post Production, Broadcast Television, Entertainment, Broadcast, Camera, Documentaries, Audio Engineering, Video, Video Production, Pro Tools, Digital Video, Television, Production Managment, Video Editing, Film, Radio, Film Production, Corporate Events, HD Video, Audio Post Production, Sound Editing, Projection, Commercials, Event Management, Studio Recording, Professional Audio, Singing, Voice Over, Stage Management, Theatre, Festivals, Composition, Event Producing, Audio Visual Design, Stage, Audio Conferencing, Sound Reinforcement, Audio Visual Support, Sound, Live Sound, Live Events, Multimedia, Recording
Education
Queens College 1966 — 1969
Sociology and Anthropology
Ingersoll Rand March 2015 - Present
BASF May 2013 - March 2015
Epes Logistics Services, Inc November 2012 - May 2013
Merrill Lynch January 2012 - June 2012
Push America May 2011 - August 2011
Skills
Fundraising, English, French, Spanish, Leadership, Dispatching, Microsoft Office, Microsoft Excel
Education
Queens University of Charlotte 2014 — 2016
Master of Business Administration (M.B.A.), Profesional MBA
Queens University of Charlotte 2008 — 2012
Bachelor of Business Administration (BBA), Business/ Finance
Le-Vel.com August 2015 - Present
Merrill Lynch September 2007 - Present
A.G. Edwards & Sons, Inc. August 1999 - September 2007
Titan International, Inc. August 1993 - July 1999
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Equities, Securities, Investment Advisory, Cash Management, Series 63, Finance, Mutual Funds
Education
Quincy University 1989 — 1993
Bachelor of Science, Finance
Azap Motors, Inc. February 2012 - Present
USS Auto October 2003 - Present
Merrill Lynch November 2010 - May 2011
Skills
Accounts Receivable, Account Reconciliation, Financial Statements, GAAP, General Ledger, Financial Analysis, Journal Entries
Education
Queens College
Bachelor's degree, Accounting and Economics
ADP January 2012 - Present
ADP January 2011 - January 2012
Merrill Lynch May 2000 - December 2010
AT&T 1983 - 2000
Skills
Call Center, Executive Management, Business Management, Vendor Management, Management, Process Improvement, Banking, Analysis, Business Analysis, Business Intelligence, Business Process, CRM, Call Centers, Consulting, IT Strategy, IVR, Integration, Leadership, Networking, Program Management, Project Management, SDLC, Salesforce.com, Strategy, Team Leadership, Team Management, Training, Workforce Management
Education
Bernard M. Baruch College 1979 — 1982
Bachelor, Business Administration; Computer Systems
Queensborough Community College
Associate, Applied Science; Computer Programming
Kearny Bank February 2002 - Present
Fleet Boston/Summit Bank 2000 - 2002
East Orange General Hospital 1999 - 2002
Raritan Savings Bank/United Trust Bank 1997 - 1999
The Trust Company of NJ 1993 - 1997
Merrill Lynch 1992 - 1993
Apple Bank for Savings 1982 - 1992
Emigrant Savings Bank 1980 - 1982
Sherwood Advertising 1979 - 1980
Skills
Banking, Leadership, Direct Marketing, Segmentation, Relationship Marketing, Customer Acquisition, Integrated Marketing, Multi-channel Marketing, Financial Services, Loyalty Marketing, Marketing Strategy, Mortgage Banking, Mortgage Lending, Sales, CRM, Finance, Advertising, Marketing, Relationship Management, Retail Banking, Loans, Direct Mail, Commercial Lending
Education
Baruch 1976 — 1979
Bachelor of Business Administration (BBA), Marketing & Advertising
Queens College 1974 — 1976
Accounting and Finance
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
Charlotte January 2012 - Present
Lanier Financial Group June 2011 - July 2011
Merrill Lynch March 2010 - August 2010
Skills
Securities, Retirement Planning, Wealth Management, Retirement
Education
Queens University of Charlotte
Bachelor of Science (BS), Finance
Queens University of Charlotte
Finance, Business
Barclays March 2014 - Present
Barclays July 2012 - March 2014
Barclays Wealth November 2010 - July 2012
Merrill Lynch August 2007 - February 2009
HSBC May 2006 - August 2007
RBS August 2002 - August 2005
Coutts Bank May 1999 - June 2002
Skills
Recruiting, Talent Management, Assessment Center, Training, Employee Engagement, Psychometrics, Management, Graduate Recruitment, Performance Management, Investment Banking, Career Counseling, Interviews, Coaching, Personnel Management, Career Development, Management Development, Leadership, Succession Planning, Talent Acquisition
Education
CAPT Training School 2014 — 2014
MBTI Certification
The Coaching Academy 2011 — 2011
NLP Practitioner, NLP
Chris Howard Training Academy 2010 — 2010
Rich Heart Wealthy Mind
The Coaching Institute 2009 — 2010
Certificate IV in Life Coaching
Unleash Your Secret Power 2009 — 2009
Queensland University of Technology 1996 — 1998
BA, Human Resource Management
Bank of America June 2013 - Present
Bank of America January 2013 - Present
Merrill Lynch January 2009 - Present
Skills
Credit Risk, Credit Analysis, Underwriting, Financial Analysis, Financial Modeling, Customer Relations, Credit Portfolio..., Loans, Commercial Banking, Commercial Lending, Credit, Staff Development, Risk Management, Capital Markets, Banking, Portfolio Management, Customer Service, Due Diligence, Analysis
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2010
MBA, Finance, 3.61
University of International Business and Economics 2009 — 2009
Summer Study, Emerging Markets
University of Massachusetts, Amherst 1995 — 2000
BA, Social Thought and Political Economy
TIAA-CREF May 2011 - Present
Rutgers School of Management and Labor Relations January 2010 - May 2011
BlackRock September 2009 - January 2010
Merrill Lynch January 2002 - March 2009
Merrill Lynch Investment Managers January 2000 - January 2002
Merrill Lynch Global Operations Services March 1996 - December 2000
Merrill Lynch Global Operations Human Resources September 1992 - March 1996
Skills
Employee Relations, Banking, Recruiting, Leadership Development, Management, Deferred Compensation, Succession Planning, Performance Management, Applicant Tracking..., Onboarding, Strategic Financial..., Change Management, Product Management, Financial Services, Mergers, Personnel Management, Labor Relations, Strategic Planning, PeopleSoft, Organizational Design, Talent Management, Portfolio Management, Employee Engagement, Coaching, Investment Banking, Securities, Mergers & Acquisitions, Human Resources, Risk Management, Leadership, Workforce Planning, CRM, HRIS, Organizational..., Wealth Management, Talent Acquisition, Employee Benefits, Relationship Management, Project Management, Vendor Management, Fixed Income, Training, Business Analysis, Integration, Organizational..., Trading, Equities, SDLC, College Recruiting, Strategy
Education
Saint John's University 1979 — 1981
MBA, Finance/Economics
Queens College
BA, Economics
MetLife December 2011 - Present
Metropolitan Life Insurance October 2008 - November 2011
Merrill Lynch July 2008 - October 2008
Merrill Lynch January 2007 - July 2008
Merrill Lynch January 2005 - January 2007
Skills
Litigation Support, Securities, Litigation, Securities Regulation, Legal Research, FINRA, Westlaw, Risk Management, Document Review, Due Diligence, Arbitration, Insurance, Commercial Litigation, Private Investigations
Education
Queens College
Saint John's University
Criminal Justice
UBS May 2010 - Present
Merrill Lynch March 2000 - May 2010
Skills
Retirement Planning, Estate Planning, Finance, Retirement, Certified Financial..., Wealth Management, Small Business, Investments, Personal Finance, Strategic Financial..., Financial Goals, Strategic Planning, Portfolio Management
Education
Queens College
Bachelor's degree, Economics
St. John's University
Master of Business Administration (M.B.A.), Finance, General
Merrill Lynch June 2013 - Present
TIAA-CREF September 2012 - June 2013
Vanguard March 2010 - September 2012
Trader Joe's October 2008 - March 2010
Tikki Hut Company, Inc May 2006 - May 2008
Abercrombie & Fitch August 2004 - May 2006
Education
Queens University of Charlotte 2005 — 2009
Bachelor of Arts, Business Administration major, Pre-law concentration
UBS Wealth Management August 2012 - Present
J.P. Morgan 2010 - 2012
Smith Barney Citigroup 1997 - 2010
Merrill Lynch 1995 - 1997
NatWest (currently Bank of America) 1992 - 1995
Skills
Investments, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management, Hedge Funds, Financial Services, Registered Options...
Education
Queens College
BS, Economics & Sociology
Attention Recruiting Agencies I am looking to move on September 2015 - Present
Lazard Freres & Co. January 2007 - Present
Safra National Bank September 2003 - December 2006
Canadian Imperial Bank of Commerce July 2001 - September 2003
Merrill Lynch September 1985 - July 2001
Skills
Financial Analysis, Financial Reporting, Hedge Funds, Accounting, Mergers & Acquisitions, Bloomberg, Risk Management, Financial Modeling, Finance, Auditing, Securities, Valuation, Corporate Finance, Equities, Financial Accounting, Analysis, Internal Controls, Consolidation, US GAAP, Accounts Receivable, Investment Banking, Due Diligence, Capital Markets, Sarbanes-Oxley Act, SEC filings, Asset Management, Financial Audits, Investments, Fixed Income, Strategic Financial..., Private Equity, Mergers, Restructuring, Corporate Budgeting, Oracle General Ledger, M, PeopleSoft, General Ledger, Business Analysis, Trading, Banking, Variance Analysis, Managerial Finance, Financial Services, Portfolio Management, Financial Markets, Management, Accounts Payable, PeopleSoft Financial, Treasury Management
Education
Queens College 2005 — 2007
Masters, Accounting, 3.5
Saint John's University 1981 — 1985
B.A, Finance/Accounting
Christ the King Regional High School 1977 — 1981
Diploma
City University of New York-Queens College
B.A, Accounting
Bank of America Merrill Lynch December 2014 - Present
HSBC March 2013 - Present
HSBC May 2005 - March 2013
Merrill Lynch May 2004 - May 2005
Societe Generale Corporate and Investment Banking - SG CIB May 2003 - May 2004
Merrill Lynch May 1998 - May 2003
BNY Mellon May 1997 - May 1998
Citi May 1997 - May 1998
Smith Barney May 1996 - May 1997
JPMorgan Chase & Co. May 1993 - May 1996
Skills
Financial Services, Risk Management, Business Analysis, Banking, Derivatives, Fixed Income, FX Options, Back Office, Interest Rate...
Education
Queens College 1990 — 1993
Master's degree, Computer Science
Complete Genomics Inc. March 2014 - Present
Rosetta Marketing 2011 - 2014
AnotherMile.com 2010 - 2011
UC Santa Cruz 2009 - 2010
JJsApps.com (Java Runtime Environment required) 2003 - 2010
BrokerHome.come 2005 - 2006
Santa Cruz Independent Film Festival 2003 - 2004
Voxeo Corporation 2000 - 2003
Chipshot.com 1998 - 2000
Merrill Lynch 1992 - 1996
Skills
JavaScript, HTML, CSS, jQuery, Backbone.js, Jasmine.js, PHP, AJAX, JSON, XML, Java, Android, Web Development, Node.js
Education
Monterey College of Law 2004 — 2008
Doctorate, Law
Columbia University 1980 — 1984
Queens College 1978 — 1980
Tufts Medical Center October 2014 - Present
MSPCA-Angell February 2013 - October 2014
Kessler Financial Services August 2008 - February 2013
Sheerin Construction February 2008 - June 2008
Merrill Lynch October 2007 - February 2008
Wachovia, A Wells Fargo Company June 2007 - October 2007
Skills
Outlook, Microsoft Excel, Microsoft Office, Credit Cards, Payments, Travel Arrangements, Administrative..., Calendaring, Expense Management, Marketing, PowerPoint, Calendars, Microsoft Word, Confidentiality, Event Planning, New Business Development, Team Building, Human Resources, Time Management, Budgets, Event Management, Management, Customer Satisfaction, Nonprofits, Social Media, Customer Service
Education
UMass Boston 2011 — 2013
Business
Quincy College 2008 — 2010
Associates, Business
Salem State College 2001 — 2003
Liberal Arts
Ipsos July 2008 - Present
Akerman Senterfitt April 2006 - July 2007
Fowler White Burnett June 2005 - April 2006
Troutman Sanders LLP June 2003 - June 2005
Merrill Lynch April 2002 - June 2003
SunAmerica July 2000 - April 2002
Cravath, Swaine & Moore LLP October 1999 - July 2000
Skills
Outlook, Microsoft Office, Mac OS X, QuickBooks, Visio, Groove, InfoPath, Internet Explorer, Research, Critical Thinking, Professional Services, Apple Safari, Photoshop, iPad, OneNote, Microsoft Publisher, Advice, Leadership, Human Resources, Litigation, Training, OS X, Intellectual Property, Legal Assistance, Legal Writing, Strategic Planning, Social Networking
Education
Katharine Gibbs College
Executive Assistant Certificate, Legal Assistant/Paralegal
Queens College
Liberal Arts and Sciences/Liberal Studies
OpenPages/IBM June 2010 - August 2011
Open Text August 2008 - September 2009
Autonomy ZANTAZ June 2004 - April 2008
PeopleSoft (Vantive) January 1996 - February 2004
JP Morgan April 1994 - January 1996
DSET January 1994 - April 1994
Tandem Computers February 1988 - August 1993
Merrill Lynch August 1986 - January 1988
Citibank, N.A. August 1985 - August 1986
Datapoint Corporation January 1982 - August 1985
Education
Queens College
M.A., Computer Science
Queens College
B.A., Mathematics
Merrill Lynch September 2007 - Present
AG Edwards & Sons June 2005 - September 2007
Hy-Vee Food Stores August 1993 - June 2003
Skills
Investments, Retirement Planning, Insurance, Series 7, Wealth Management, Asset Allocation, Series 63, Investment Advisory, Retirement, Strategic Financial..., Investment Strategies, 401k Rollovers, Mutual Funds, Strategic Planning, Leadership, Public Speaking, Finance, Portfolio Management, Risk Management
Education
Quincy University 2001 — 2003
Finance
University of Mississippi 1997 — 1998
MV Transportation May 2014 - Present
Whitsons Culinary Group 2011 - 2014
Boomer Strategies November 2008 - January 2011
Morgan Stanley June 2007 - October 2008
Merrill Lynch September 2004 - March 2007
Newsday March 1999 - August 2004
THE ROBERT PLAN CORPORATION August 1991 - March 1999
Skills
Talent Management, Performance Management, Human Resources, Employee Relations, Career Counseling, Employee Benefits, Entrepreneurship, HR Consulting, Recruiting, Strategic Planning, Mergers & Acquisitions, Finance, Labor Relations, Contract Negotiation, Contract Management, Onboarding, Interviews, Project Planning, Benefits Administration, Change Management, Team Building, Strategic Partnerships, Employee Engagement, Employee Training, Strategy, Policy, Employment Law, Management, Training, Leadership, Financial Services, Coaching, Resume Writing, Organizational..., Organizational..., Succession Planning, Workforce Planning, Applicant Tracking..., Career Management, Executive Management, Program Management, Personnel Management, Career Development, Organizational Design, Deferred Compensation, Insurance, Executive Coaching, Negotiation, Leadership Development
Education
Cornell University School of Labor Relations
Certificate, Contract Administration
Cornell University School of Labor Relations
Certificate, Collective Bargaining
Queens College
BA, Social Psychology
Consultant June 2015 - Present
Ameriprise Financial Services February 2009 - June 2015
Merrill Lynch April 2004 - February 2009
Edward Jones February 2001 - April 2004
National Home Delivery, Inc. May 1996 - May 1998
Skills
Strategic Planning, Exit Strategies, Business Re-organisation, Start-ups, General Management
Education
Quinlan School of Business, Loyola University Chicago 1988 — 1990
MBA, Finance
University of Toledo 1979 — 1983
BBA, Accounting
Merrill Lynch July 2009 - Present
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, M&A experience, Portfolio Management, Valuation, Investments, Private Equity, Mergers, Business Analysis, Corporate Finance, Risk Management, Relationship Management, Competitive Analysis, Due Diligence, Negotiation, New Business Development, Mergers & Acquisitions, Financial Services, Wealth Management, Management, Finance, Banking, Loans
Education
Queens University of Charlotte 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Florida 1996 — 1999
Bachelor of Applied Science (BASc), Accounting
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch Wealth Management November 2013 - October 2014
Merrill Lynch Wealth Management July 2012 - November 2013
Merrill Lynch Wealth Management July 2011 - July 2012
Merrill Lynch Wealth Management November 2008 - July 2011
Merrill Lynch 2007 - 2008
Skills
Series 7, CRM, Investments, CRPC, Wealth Management, Uniform Combined State..., Mutual Funds, Bloomberg, Asset Allocation, Alternative Investments, Series 63, Investment Advisory, Series 9, Series 10, Series 66, Portfolio Management, Strategic Financial..., Retirement Planning, Securities, FINRA, Financial Planning
Education
City University of New York-Queens College 2004 — 2008
BBA & BSc, Corporate Finance & Economics
The Media Kitchen August 2015 - Present
The Media Kitchen February 2014 - July 2015
Resolution Media January 2013 - February 2014
GNP Specialties Inc November 2012 - January 2013
Anthem Marketing Solutions June 2012 - October 2012
Loyola University Chicago August 2011 - May 2012
GNP Specialties Inc June 2009 - August 2011
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Office, SPSS, PowerPoint, Excel, Word, Access, Social Media Marketing, Google Analytics, DoubleClick, SEM, Google Adwords, Kenshoo, comScore, Qualtrics, Visio, Marketing Strategy, Web Marketing, Email Marketing, Data Analysis, Database Marketing, Direct Marketing, Analytics, Salesforce.com, Branding & Identity, Marketing Communications, Marketing, PPC, Social Media, Media Planning, Facebook, Digital Marketing, Microsoft Excel
Education
Loyola University of Chicago - Graduate School of Business 2011 — 2012
Masters of Science, Integrated Marketing Communications, 3.9 GPA
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Honors Program, Finance & Marketing Double; Economics Concentration
Hollow Hills High School West: Class of 2007 2003 — 2007
Ameriprise Financial Services, Inc. 2012 - Present
Merrill Lynch December 2009 - December 2011
Education
Queens University of Charlotte 1999 — 2002
MBA, Leadership
Winthrop University 1992 — 1994
MA Teaching, Secondary Social Studies
University of South Carolina-Columbia 1976 — 1981
Moody's Investors Service July 2012 - Present
UBS February 2012 - May 2012
TV Products USA August 2009 - November 2011
Merrill Lynch January 2010 - June 2010
Smart Systems August 2008 - June 2009
Stronghold August 2007 - August 2008
Skills
MS Excel (including..., MS Office, C++, Sage ACT, Mas 90, Fundamental Analysis, Technical Analysis, ETFs, Mutual Funds, Computer Proficiency, Market Research, Analyze Information, Mathematics, Corporate Finance, Microsoft Excel, Financial Reporting, Bloomberg, Reuters, Microsoft Office
Education
Queens College 2008 — 2012
Bachelor's, Finance
Russian Armenian (Slavonic) State University 2000 — 2005
Masters, Applied Mathematics and Computer Science
Merrill Lynch June 1999 - Present
Skills
Financial Planning, Retirement Income..., Asset Management, Series 7, 63 Licenses, Retirement Planning, Wealth, Estate Planning, Financial Goals, Financial Planners, Long Term Care Insurance, Uniform Combined State..., Series 24, Series 63, Wealth Management, 401k, Securities, Fixed Annuities, Finance, Asset Allocation, Financial Advisory, Retirement
Education
Queens University of Charlotte 2000 — 2002
CERTIFIED FINANCIAL PLANNER Program
Syracuse University 1993 — 1997
B.S.
Williams Lea/UBS account June 2013 - Present
KPMG US January 2012 - July 2012
UBS Investment Bank 1996 - July 2012
CGS Technology Associates 2012 - 2012
UBS January 1996 - November 2008
UBS Investment Bank 1996 - 2005
Perot Systems/Swissbank 2001 - 2003
Perot Systems/Swissbank 1996 - 1999
Merrill Lynch 1995 - 1995
NYU Medical Center 1986 - 1995
Skills
ITIL, Software, User Acceptance Testing, Messaging, Hardware, End User Training, Vendor Management, Project Management, Process Improvement, SharePoint, Program Management, Disaster Recovery, Strategy, Security, System Administration, Leadership, Microsoft Exchange, IT Service Management, Networking, Servers, Human Resources, Risk Management, Management, Troubleshooting, IT Operations, Computer Security, Information Technology, Integration, Technical Support, Business Analysis, Enterprise Software, Training, Infrastructure, Cloud Computing, System Deployment, VMware, Business Continuity, Active Directory, Virtualization, Windows Server, Blackberry Enterprise..., Databases, Windows 7, Network Security
Education
The City College of New York
BA
Brooklyn Tech
Electrical Electronics
Queensborough Community College
Associate in Science
AllianceBernstein November 2013 - Present
Merrill Lynch March 2013 - June 2013
UBS Wealth Management June 2012 - August 2012
UBS June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Hedge Funds, Strategy, Market Research, Data Analysis, Finance, Fixed Income, Investment Strategies, Financial Advisory, Financial Risk, Fixed Annuities, Financial Modeling, Series 7, Event Planning, Corporate Finance, Asset Management, Marketing, HTML, Teamwork, Valuation, Real Estate
Education
Queen's College 2010 — 2013
BA, Economics, Accounting, Business, 3.94/4.00
Queens college, city university of new York 2010 — 2013
Bachelor of Arts; Liberal Art's, Economics and Accounting; Program
Aurelius Capital Management November 2014 - Present
Société Générale February 2005 - November 2014
The Carlyle Group March 2001 - February 2005
Merrill Lynch June 1998 - February 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Editing, Administration, Banking, Capital Markets, Corporate Finance, Equities, Fixed Income
Education
Queens College 1994 — 1998
Bachelor of Arts (B.A.), Sociology, 3.6
Queens College
Bachelor's degree, Sociology
Self-employed February 2014 - Present
Ascensus / ExpertPlan June 2001 - February 2014
Merrill Lynch November 1985 - April 2000
Skills
401k, Pensions, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investments, Financial Services, Series 7, Financial Advisory, Securities, Investment Advisory, Retirement Plan..., Asset Management, ERISA, Portfolio Management
Education
Queens College 1965 — 1970
Bachelor's degree, Sociology
Intercontinental Exchange January 2015 - Present
Bridgewater Associates April 2014 - June 2014
Gold Bullion International (GBI) October 2013 - January 2014
Merrill Lynch July 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Operations Research, Business Development, Equity Research, Recruiting, Business Analysis, Outlook, Auditing, Finance, Management
Education
Queens College 2010 — 2013
Bachelor's Degree, Political Science and Government
The Flavor Chronicles/ Chef's in Motion April 2014 - Present
Red Bank Green/ Piehole April 2014 - Present
Black Eyed Susan's Kitchen July 2004 - Present
Smith Barney and Gallagher 1978 - 1982
American Stock Exchange 1975 - 1978
Merrill Lynch 1973 - 1975
Skills
Marketing Communications, Social Media, Payroll Taxes, Customer Service, Blogging, Social Networking, Social Media Marketing, Event Planning, Cooking, Editing, Strategic Planning, Writing, Marketing, Restaurants, Sales, Food, Facebook
Education
Freeport High School
Queensborough Community College
PrideStaff March 2014 - Present
Wells Fargo & Company January 2009 - November 2012
Wachovia Bank., N.A. November 2000 - December 2008
Merrill Lynch April 1992 - July 2000
Skills
Banking, Financial Services, Relationship Management, Strategic Planning, Wealth Management, Vendor Management, Product Management, Program Management, Process Improvement, Customer Experience, Cross-functional Team..., E-commerce, Technology Roadmapping, E-Marketing, Branding & Identity, Competitive Analysis, Campaign Managment, B2C, Application Development, MarCom, Marketing Communications, Social Media Marketing, Strategy, Business Strategy, Marketing, Volunteering, Enterprise Software, Segmentation, Change Management, Marketing Strategy, Team Leadership, Product Marketing, Digital Marketing, Customer Segmentation..., Speech Writing, Public Speaking, Public Relations, Roadmap, Project Planning, online strategy, Campaign Management, branding, website translation, online solutions, internet, marketing director, Roadshows, Web Content, Collateral, Communication
Education
Vanderbilt University
BA, English Literature
Queens University of Charlotte
MBA
University of Southern California
MA, Public Relations
Holland America Line December 2011 - Present
EMC September 2010 - May 2012
Safe Harbor Consulting, LLC January 2009 - August 2010
Deutsche Bank 2000 - 2004
Merrill Lynch 1997 - 2000
Comdisco 1991 - 1997
Skills
Disaster Recovery, Business Continuity, Vendor Management, Business Continuity..., Project Management, Management, IT Management, Program Management, SDLC, VMware, Integration, Governance, ITIL, IT Service Management, Infrastructure, Data Center, IT Strategy
Education
Queens University of Charlotte 1978 — 1981
Mathematics
MIT
MIT
Bank Of America/Merrill Lynch April 2010 - Present
Retired and enjoying time to pursue personal interests and family January 2011 - April 2015
BofA Merrill Lynch March 2007 - February 2010
Merrill Lynch January 2002 - March 2007
Merrill Lynch January 1989 - January 2002
Merrill Lynch October 1986 - January 1989
Education
Queens College 1977 — 1981
BA, Mathematics
Merrill Lynch June 2008 - August 2008
Derive Technologies January 2006 - April 2006
Southern Star Mortgage January 2004 - December 2005
Education
Queens College 2007 — 2009
B.A, Economics
Bank of America Merrill Lynch March 2014 - Present
Merrill Lynch October 2011 - February 2014
Skills
Asset Allocation, Investments, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Uniform Combined State..., Investment Strategies, Retirement, Fixed Income, Equities, 401k Rollovers, IRAs, Financial Services, Financial Analysis
Education
University of Maryland College Park 2007 — 2011
Bachelor of Arts (BA), Economics
Queensland University of Technology 2009 — 2009
Semester Abroad, Business/Managerial Economics
TyLili Cleaners July 2006 - Present
St. Rose of Lima September 1991 - December 1995
St. Pius September 1990 - June 1991
Merrill Lynch July 1987 - September 1990
Skills
Customer Service, Public Speaking, Strategic Planning, Team Building, Entrepreneurship, Microsoft Office, Coaching
Education
Queens College 1990 — 1992
Master of Science, Education
St. John's University 1983 — 1987
Bachelor of Science, Finance
Sacred Heart Academy 1979 — 1983
Huxley Banking & Financial Services May 2015 - Present
Kids of Courage August 2011 - Present
Merrill Lynch October 2013 - May 2015
FedWise LLC December 2011 - May 2013
QC Quartz September 2011 - December 2011
ebizQ July 2009 - August 2010
Aarons garage sale August 2005 - June 2008
Skills
Marketing, Microsoft Word, PowerPoint, Public Speaking, Management, Finance, Microsoft Office, Research, Financial Analysis, Social Media, Series 7, Series 66, Investments, Strategy, Microsoft Excel, Start-ups, Financial Modeling, Portfolio Management, Strategic Planning, Asset Management, Risk Management, Looking At the Big..., Capital Markets, Fixed Income, Hedge Funds, Banking, Equities
Education
City University of New York-Queens College 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
Real Estate Associates July 2015 - Present
lululemon athletica Australia & New Zealand October 2014 - March 2015
lululemon athletica December 2013 - October 2014
lululemon athletica August 2012 - December 2013
Charlotte Hounds January 2012 - August 2013
Merrill Lynch 2008 - 2009
Skills
Marketing, Market Research, Consulting, Fundraising, Financial Accounting, Corporate Communications, Teaching, Management, Coaching, Training, Social Networking, Marketing Communications, Leadership, Customer Service
Education
McColl School of Business 2010 — 2013
Masters, Business; Entrepreneurship
Queens University of Charlotte 2005 — 2009
Bachelor of Arts, Business; Marketing; Corporate Communication
SHOP.COM January 2014 - Present
Barclays November 2012 - January 2014
Barclays June 2011 - November 2012
Barclays July 2010 - June 2011
Barclays July 2009 - June 2010
Queens College December 2006 - December 2008
Lehman Brothers May 2008 - August 2008
Merrill Lynch February 2008 - May 2008
GSK July 2007 - December 2007
Skills
Business Networking, Recruiting, Team Leadership, Project Planning, Social Media, Swaps, Derivatives, Equity Derivatives, Billing Process, Banking, One-to-one Marketing, Social Networking, Customer Service, Leadership, Online Advertising, Organization &..., Social Shopping, Fundraising, Team Building, Project Management, Training, Health Education, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Leadership Development, Dance, Makeup Artistry, Beauty Industry, Investment Banking, English, FX Options, options, Options
Education
Queens College 2004 — 2008
Bachelors of Arts, Economics & Minor in Business & Liberal Arts
Citrin Cooperman May 2015 - Present
Merrill Lynch October 2013 - May 2015
Merrill Lynch July 2013 - September 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Finance, Research, Social Media, Customer Service, Capital Markets, Portfolio Management, Equities, Fixed Income, Investments
Education
Queens College 2012 — 2015
Accounting
ULTA Beauty September 2015 - Present
Nordstrom September 2014 - September 2015
Nordstrom June 2013 - September 2014
Nordstrom April 2013 - June 2013
Nordstrom July 2012 - April 2013
Nordstrom May 2012 - July 2012
Juicy Couture January 2009 - May 2012
Merrill Lynch January 2012 - April 2012
Skills
Retail, Sales Management, Fashion Shows, Sewing, Visual Merchandising, Inventory Analysis, Customer Retention, Sponsorship Management, Phone Sales, Client Retention, Client Development, Fashion Writing, Partnership Development, Business Planning, Scheduling
Education
Queens University of Charlotte 2008 — 2012
Bachelor's degree, Business
Woodstock Academy 2004 — 2008
High School Diploma, General Studies
University of Florida May 2015 - Present
Private September 2014 - May 2015
Merrill Lynch May 2013 - August 2013
Skills
Market Research, Equity Research, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Public Speaking, Leadership, Microsoft Word, Research, Analysis, Data Analysis, Management, Customer Service, Accounting, Financial Accounting
Education
University of Florida 2014 — 2016
Bachelor's Degree, Economics, 3.62
Quinlan School of Business, Loyola University Chicago 2012 — 2014
Economics, 3.748
Merrill Lynch January 2010 - Present
Merrill Lynch August 2008 - May 2009
Merrill Lynch November 2007 - August 2008
Skills
Team Leadership, Account Management, Pensions, Team Building, Morningstar, Microsoft Excel, Bloomberg, Uniform Combined State..., Wealth Management
Education
Queens College 2005 — 2009
Bachelor of Arts, Corporate Finance, Business and Liberal Arts
SPINS May 2015 - Present
AbbVie May 2014 - May 2015
Brightstar Corp. August 2013 - May 2014
OppenheimerFunds August 2010 - August 2013
Bank of America August 2009 - August 2010
Marsh February 2008 - August 2009
Merrill Lynch March 2007 - February 2008
Merrill Lynch April 2003 - March 2007
Merrill Lynch September 2002 - April 2003
Walt Disney World June 2002 - September 2002
Skills
Mutual Funds, Risk Analytics, Trading Systems, Market Data, Wealth Management..., Insurance Brokerage, Business Intelligence, Data Architecture, Data Modeling, Data Warehousing, Databases, ETL Tools, Reporting Systems, EDI, Master Data Management, Data Mining, Project Management, Program Management, ETL, Business Intelligence..., Business Requirements, Data Warehouse..., Data Integration, Oracle, SDLC, Vendor Management, Analytics, Business Analysis
Education
Quinlan School of Business, Loyola University Chicago 2015 — 2018
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2011 — 2011
The George Washington University 2008 — 2008
Project Management courses
Regional Engineering College, Silchar, Assam 1994 — 1998
Bachelor of Engineering (B.E.)
Merrill Lynch August 2012 - Present
Merrill Lynch September 2008 - August 2012
Executive-in Residence Program January 2012 - May 2012
Sacco & Fillas, LLP February 2007 - January 2009
Merrill Lynch June 2008 - August 2008
Skills
Financial Analysis, Investments, Portfolio Management, Research, Equities, Analysis, Wealth Management, Project Planning, Financial Reporting, Financial Modeling, Bloomberg Terminal, Access, Corporate Finance, Asset Managment, Market Research, Strategic Financial..., Microsoft Excel, Strategy, Asset Management, Business Analysis, Data Analysis, Leadership, Mutual Funds
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
Masters of Business Administration, International Business, 3.85
City University of New York-Queens College 2006 — 2010
Bachelor of Business Administration, International Business, 3.65, Cum Laude
St. Mary's
Healthfirst May 2015 - Present
Healthfirst November 2013 - April 2015
Healthfirst June 2011 - October 2013
Merrill Lynch August 2010 - December 2010
Skills
Healthcare, Medicare, Business Analysis, Project Management, Financial Analysis, Community Outreach, Contract Negotiation, Customer Service, Provider Relations, Microsoft Office, Marketing Strategy, Access, Analysis, Marketing, New Business Development, Negotiation, Insurance, Management, Strategic Planning
Education
Texas A&M University-Commerce 2013 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Queens College 2009 — 2011
BBA, Corporate Finance
Nattek LLC 2012 - Present
Merrill Lynch August 2006 - Present
Nattek LLC 2012 - 2014
Black Box Network Services 2012 - 2014
Black Box Network Services 2012 - 2014
BlackBox GPS 2011 - 2014
BlackBox GPS 2010 - 2014
TEKsystems 2006 - 2010
Comm-Works 2008 - 2009
Reuters September 1997 - October 2008
Skills
SQL, Low Latency, Market Data, Servers, Trading Systems, Unix, Vendor Management, Solaris, Sybase, Data Center, Change Management, ITIL, SDLC, Perl, IT Management, IT Service Management, Software Project..., Integration, Visio, Requirements Gathering, Requirements Analysis, Oracle, Management, Project Management, Business Analysis, Telecommunications
Education
Queens College 1986 — 1990
Merrill Edge April 2014 - Present
Merrill Lynch September 2012 - Present
Merrill Lynch 2012 - 2013
Skills
Financial Services, Mutual Funds, Banking, Portfolio Management, Retirement Planning, Strategic Financial..., Credit, Wealth Management, Investments, Equities, Financial Analysis, Series..., Asset Allocation, FINRA
Education
Queens College
Buisness Developement/Managment
Credit Suisse July 2014 - Present
Simpson Thacher & Bartlett LLP October 2011 - July 2014
Simpson, Thacher & Bartlett LLP August 2007 - October 2011
Merrill Lynch February 2007 - July 2007
Education
Pace University 2009 — 2012
MBA, Master of Business Administration in Financial Management
Queen's College 2003 — 2007
BA, Bachelor of Business Administration in Corporate Finance
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch July 2011 - April 2013
Queens University of Charlotte- McColl School of Business 2007 - July 2011
Merrill Lynch August 2010 - December 2010
Push America May 2009 - August 2009
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Arts, Business Administration, Spanish
COSI- Costa Rican Spanish Institute 2009 — 2009
Disabled October 2014 - Present
Wegmans Food Markets September 2011 - May 2015
Primerica February 2008 - September 2011
Merrill Lynch June 1983 - May 2007
Skills
Series 63, Investments, Retirement Planning, Equities, Series 7, Securities, Mutual Funds, Asset Managment, Bloomberg, Fixed Income, Trading, Financial Services, Insurance, Equity Trading, Leadership, Strategic Financial..., Hedge Funds, Asset Allocation, Portfolio Management, Investment Advisory, Fixed Annuities, Wealth Management, Financial Advisory, Asset Management, Finance
Education
City University of New York-Queens College 1978 — 1983
Bachelor of Arts (B.A.), English
Merrill Lynch May 2009 - Present
Morgan Stanley Smith Barney March 1981 - May 2009
Skills
Series 63, Wealth Management, Investments, Series 7, Investment Advisory, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Accumulation..., Strategic Planning, Business Development, Business Planning, Retirement Planning, Fixed Income, Wealth Preservation..., Equities, Project Management, Series 65, Due Diligence, Multi-generational..., Mutual Funds, Dividends, Marketing Strategy
Education
Quinlan School of Business, Loyola University Chicago 1978 — 1981
MBA
University of Illinois at Urbana-Champaign 1974 — 1978
Merrill Lynch International Trust & Wealth Structuring July 2015 — Present
Merrill Lynch International Trust & Wealth Structuring May 2013 — June 2015
Merrill Lynch February 2003 — May 2013
Wachovia 1998 — 2003
State Street Bank and Trust Co. April 1988 — July 1998
U.S. Trust-Bank of America-Merrill Lynch 2016 — present
Education
Cannon Financial Institute 1989 — 1991
Trust I, II, III, Trust
Quincy University 1982 — 1986
Business Management
Bank of America September 2010 - Present
Merrill Lynch July 2007 - January 2011
Hite Capital Mgmt LLC September 2005 - July 2007
DKR Capital March 2004 - August 2005
Instinet 1994 - 2002
Bankers Trust October 1988 - December 1993
Skills
Hedge Funds, Trading, Trading Systems, Derivatives, Fixed Income, Equities, Electronic Trading, Options, Bloomberg, Financial Services, Capital Markets, Investments, Counterparty Risk
Education
Queens College
BA, Computer Science
Private Placement Partners, Inc. : Strategic Search Consultants for Private Equity & Real Estate January 2007 - Present
Hain Capital Group 2005 - 2006
Merrill Lynch June 2002 - August 2004
Crown Resources A.G./U.S.A. September 2001 - June 2002
New York State Comptroller's Office July 2001 - September 2001
Bear Stearns & Company July 2000 - August 2000
Education
Queens College 1999 — 2002
BA, Economics & Business and Liberal Arts
UCL 2001 — 2001
Economics
Evercore Partners November 2010 - Present
Merrill Lynch September 1999 - October 2009
Education
City University of New York-Queens College 1982 — 1988
"Bachelor of Arts", Computer Science
Alpine Woods Capital Investors LLC July 2012 - Present
BNY ConvergEx August 2005 - January 2011
Flushing Savings Bank 1998 - 2004
Merrill Lynch 1998 - 1999
Skills
Series 7, Institutional, Customer Relations, Microsoft Office, Series 63, Banking, Risk Management
Education
QUEENS COLLEGE City University of New York 2009 — 2012
Master of Science, Risk Management, Finance Concentration
St. John's University, The Peter J. Tobin College of Business 1999 — 2002
Bachelor of Science, Finance
Queens College
John Kontogianis 2014 - 2014
www.DMAC.edu September 2012 - December 2013
Digital Media Arts College 2009 - 2013
2008 Democratic Campaign to Elect Barack Obama 2008 - 2008
Dexon Software Inc August 2006 - August 2007
Tradertools January 2005 - May 2006
PricewaterhouseCoopers Consulting 1996 - 2002
PWC Consulting January 2000 - December 2000
Merrill Lynch 1996 - 1998
Quick America Corp 1992 - 1994
Skills
Management, Integration, Enterprise Software, Maya, Animation, Visual Effects
Education
Digital Media Arts College
MFA Visual Effects Animation, Film
City University of New York-Queens College 1977 — 1981
BA, Computer Science/Physics
MetLife April 2009 - Present
Merrill Lynch July 2004 - April 2009
HSBC Securities October 2003 - July 2004
TNS Media Intelligence April 2001 - July 2002
Education
Queens College 1998 — 2001
BA, Psychology, with emphasis in Institutional and Occupational Behavior
Avantext February 2011 - Present
Ingersoll Rand February 2004 - April 2009
Merrill Lynch 1997 - 2002
Skills
C#, .NET, Visual Studio, Microsoft SQL Server, Web Development, Web Applications, ASP.NET, OOP, Programming, JavaScript, PHP, SQL, MySQL
Education
Queens College 1981 — 1985
Franklin Templeton Investments June 2008 - Present
Merrill Lynch July 2006 - June 2008
Deutsche Bank July 2004 - July 2006
Christie’s Fine Art Auction House September 1999 - July 2004
Skills
Corporate Finance, Financial Planning, Financial Analysis, Management Reporting, Financial Reporting, Regulatory Reporting, Budgeting, Capital Budgeting, Budget Process, Forecasting, Variance Analysis, P&L Analysis, Financial Management, Strategic Planning, Process Improvement, Expense Management, MIS, Accounting, Financial Modeling, Excel, Access, PowerPoint, Word, Hyperion, Essbase, General Ledger, PeopleSoft, SAP, Risk Management, High Net Worth..., Wealth Management, Asset Management, Banking, Private Banking, Strategic Financial..., Managerial Finance, Management, Leadership, Analysis, Microsoft Excel, Finance, Financial Services
Education
City University of New York-Queens College
MS, Accounting
City University of New York-Queens College
Bachelor of Arts (BA), Accounting
City University of New York-Queens College
Bachelor of Arts (BA), Economics
Sharewave March 2014 - Present
Life Time Fitness April 2013 - February 2014
Self Employed April 2012 - March 2013
Brickwell Cycling & Multisports April 2011 - March 2012
Asphalt Green January 2005 - March 2011
Self Employed October 2002 - December 2004
INTERNATIONAL BIOIMMUNE SYSTEMS, INC July 2001 - September 2002
Merrill Lynch April 2000 - March 2001
ITOCHU International Inc. July 1991 - March 2000
KPMG US July 1985 - June 1991
Skills
Fitness, Strength Training, Budgets, Accounting, Training, CRM, Risk Management, Athletics, Forecasting, Sales, Portfolio Management, Financial Risk, Banking, Internal Controls, Auditing, Financial Services, Yoga, Personal Training, Fitness Training, Sports, Sports Coaching, Wellness Coaching, Coaching, Wellness
Education
Queens College 1981 — 1985
B.A., Accounting
Re:Sources November 2011 - Present
Thomson Reuters May 2010 - November 2011
Merrill Lynch March 2008 - May 2010
Merrill Lynch 2007 - 2010
Robeco Asset Management October 2005 - March 2008
Skills
Tax, Accounting, Income Tax, Internal Controls, Tax Returns, FAS109
Education
Queens College
Bachelors, Accounting
Any Charlotte Location January 2015 - Present
MATRIX Resources 2015 - 2015
MATRIX Resources 2015 - 2015
TEKsystems 2014 - 2015
TEKsystems 2014 - 2015
Merrill Lynch September 2013 - January 2014
TIAA-CREF November 2012 - June 2013
Wells Fargo Securities, LLC August 2010 - August 2012
Wells Fargo Advisors LLC October 2009 - June 2010
Wells Fargo/Wachovia March 2008 - June 2009
Skills
Projects, Mutual Funds, Series 7, Portfolio Management, Asset Managment, Bloomberg, Risk Management, Investments, Asset Allocation, Fixed Income, Equities, Securities, Advanced Microsoft..., SQL, SharePoint
Education
Queens University of Charlotte 1990 — 2003
Bachelor's degree, Business Administration and Management, General
Merrill Lynch April 2015 - Present
Morgan Stanley October 2007 - April 2015
Skills
Trading Systems, Fixed Income, Financial Risk, C++, VBA, Quantitative Analytics, Python, Perl, Java, GNU/Linux, C#, Derivatives, Quantitative Finance, Linux, Red Hat Linux, Linux Server, Grid Computing, Cross-platform..., Microsoft Visual Studio..., C/C++ STL, Bloomberg
Education
Tsinghua University
City University of New York-Queens College
Master's degree, Computer Science
UBS Financial Services, Inc. February 2015 - Present
Citi October 2014 - February 2015
J.P. Morgan June 2011 - September 2014
The Salvation Army May 2009 - June 2011
Merrill Lynch February 2007 - November 2008
Skills
Talent Acquisition, Leadership, Investments, Management, Employee Relations, Contract Negotiation, Business Development, Finance, Customer Service, Forecasting, Financial Services, Training, Budgets, Financial Analysis, Performance Management, Microsoft Excel, Sales, Microsoft Word, Time Management, PowerPoint, Outlook, Microsoft Office, Strategic Planning, Strategic Financial..., Banking, Retirement Planning, Credit, Asset Management, Loans, Strategic Partnerships, Portfolio Management, Mutual Funds, Analysis, Wealth Management, Equities, Retirement, Financial Planning, Relationship Management
Education
Queens College 2006 — 2008
BA, Economics/Finance/Accounting
Holy Spirit at Geist
VS South
Bachelor of Arts (BA) - Economics
International Decision Systems March 2014 - Present
Royal Bank of Scotland-Citizens July 2009 - March 2014
GE Capital February 2008 - April 2009
General Electric Capital Company February 2008 - April 2009
Merrill Lynch Capital February 2004 - February 2008
Merrill Lynch 1994 - 2008
Transamerica Commercial Finance June 1996 - February 2004
Skills
Portfolio Management, Relationship Management, Software Documentation, Mergers & Acquisitions, Management, Pricing, Financial Reporting, Investment Banking, Auditing, Asset Based Lending, Training, Leadership, Business Intelligence
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA), Technology Mangement and Business Management
Quincy University 1990 — 1995
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Equalizer Security & Technologies, Inc. February 1992 - Present
Ivy League Mortgage 2009 - 2011
MasTec / Aidco September 1998 - April 2000
AeroTek Telecommunications July 1997 - February 1998
DataSys 1994 - 1995
Merrill Lynch 1992 - 1994
Manufacturers Hanover Trust 1985 - 1992
Skills
Telecommunications, Cabling, Security, CCTV, Networking, Disaster Recovery, Software Installation, Access Control, Wireless, Troubleshooting, Wireless Networking, VoIP, Network Design, Data Center, IP, Surveillance, Fiber Optics, Telephony, Switches, IP Cameras, Network Engineering
Education
Queensborough Community College
Data Processing
TD Securities (USA) LLC April 2012 - Present
Merrill Lynch August 2007 - April 2012
FINRA 2000 - 2007
Education
Queens College
Merrill Lynch July 2012 - Present
SIX Telekurs June 2010 - July 2012
Gold Creek Capital Management January 2009 - December 2009
406 Partners March 2007 - January 2009
The Winter Group 2004 - 2007
JPMorgan Chase 2001 - 2004
Prudential Securities August 1999 - July 2000
Skills
Intex, MBS, Valuation, Structured Finance
Education
Queens College
Merrill Lynch 1980 - 2002
Education
Queens College 1974 — 1978
B.A.
New York Presbyterian Hospital December 2008 - Present
Merrill Lynch January 1998 - July 2003
Education
Queens College 1991 — 1997
MA, Market Research
Citi March 2011 - Present
International Law Firm February 2009 - April 2011
Merrill Lynch May 1983 - June 2008
Skills
Management, Administrative..., Human Resources, Leadership, Budgets, Fundraising, Microsoft Word, Vendor Management, Outlook, Training, Banking, Access
Education
Queensborough Community College
Business
Plaza Business Institute
Certificate, High Tech
Queens College
Business
Taylor Business Institute
Business
iTech US Inc November 2014 - Present
Bank of America February 2014 - November 2014
Bank of America September 2009 - August 2013
Merrill Lynch September 2005 - March 2010
BlackRock February 2000 - September 2005
Skills
Vendor Management, Employee Training, Management, Human Resources, Personnel Management, Employment-based..., Employee Relations, Recruiting, HRIS, Immigration Law, Employment Law, Talent Acquisition, Performance Management, Talent Management, Employee Benefits, Employee Engagement, Succession Planning
Education
City University of New York-Baruch College 1989 — 1991
Marketing Management
Queensborough Community College 1986 — 1989
AAS, Marketing
NYU Schack Institute September 2014 - Present
KCG Holdings, Inc. July 2008 - July 2013
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Fixed Income, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Securities, Structured Products, Loans, Equities, Derivatives, Asset Management
Education
New York University Schack Institute of Real Estate
M.S. in Real Estate Finance and Investment
Queens College
BA, Economics, Accounting
Bank of America September 2010 - Present
SWR Consulting- Forest Hills, New York June 2009 - September 2010
Citi June 1999 - March 2009
Citi Group 2001 - 2005
Smith Barney June 1999 - June 2001
Merrill Lynch August 1983 - May 1999
Skills
Office Equipment, Consulting, Program Management, Procurement, Strategic Sourcing, Cross-functional Team..., Contract Negotiation, Team Leadership, Vendor Management, Process Improvement, Supply Chain Management, Purchasing, Strategic Planning, Outsourcing, RFP, Project Management, Sourcing, Strategy, Change Management, Supply Management, Contract Management, Project Planning, Leadership, Business Process..., Risk Management, Negotiation, Marketing, Spend Analysis, Global Sourcing, Analysis, Management, Forecasting, Six Sigma, Operations Management, Team Building, Business Strategy, CRM, E-procurement, Supply Chain, Budgets, Pricing, Logistics, Mergers & Acquisitions, Financial Analysis, Management Consulting, Telecommunications, Business Analysis, Financial Services, Marketing Strategy, Business Development
Education
Queens College 1973 — 1976
MS, Education
Queens College 1969 — 1973
BA, Education, Psychology
Merrill Lynch September 2001 - Present
Merrill Lynch 2003 - 2005
Education
Queens College
Nutrition
Iroko Pharmaceuticals, LLC November 2014 - Present
Healthwright Technologies July 2014 - December 2014
Merrill Lynch November 2013 - September 2014
Wells Fargo Advisors, LLC March 2013 - October 2013
Morgan Stanley February 2012 - January 2013
Cellular Sales September 2006 - February 2012
Skills
Sales, Territory Development, Medical Devices, Investments, Retirement Planning, Wealth Management, Portfolio Management, Series 7, Finance, Financial Analysis, Insurance, Asset Allocation, Selling, Investment Planning, Liability Management, Retirement, Investment Strategies, ALM, Series 66, Series 31, Life & Health Insurance..., Alternative Investments, Private Equity, Cold Calling, Customer Service, Sales Management, Account Management, New Business Development, Training, Marketing Strategy, Sales Process, Direct Sales, Strategic Planning, Sales Operations, Marketing, Team Building, Leadership
Education
CARSON-NEWMAN COLLEGE, Jefferson 2001 — 2005
Bachelor of Science, Financial Economics
Knoxville Catholic High School 1997 — 2001
Queens University of Charlotte
SaLa Productions January 2005 - Present
Merrill Lynch Video Network 1996 - Present
Merrill Lynch 1996 - 2010
Skills
Video Production, Music Production, Sound, Music, Entertainment, Television, Broadcast, Editing, Singing, Post Production, Social Media, Multimedia, Event Management, Event Planning, Producing, Photoshop, Social Networking, Audio Engineering, Digital Media, Photography, Songwriting, Voice Over, Band, Piano, Music Industry, Creative Writing, Media Production, Mac, Pro Tools, Graphic Design, Songs, Bands
Education
Queens College 1974 — 1976
Bachelor, Music
JPMorgan Chase September 2013 - Present
Citigroup September 1998 - June 2013
Smith Barney - Currently Citigroup December 1993 - August 1998
Merrill Lynch September 1987 - December 1993
Skills
Fixed Income, Prime Brokerage, Market Data, Equities, Trading Systems, Securities Lending, Securities, Collateral Management, Middle Office, MBS, Treasury Services, Back Office, Reference Data, Capital Markets, Derivatives, Investment Banking, Financial Services, Settlement, Credit Derivatives, Mutual Funds, Corporate Actions, Options, Hedge Funds, Electronic Trading, Bonds, SDLC, Business Requirements, Series 7, Mainframe, Sybase, COBOL, Operational Risk, Operational Risk..., Equity Derivatives, SWIFT payments, AML, Integration, DB2, Trading, Bloomberg, Financial Risk, Relationship Management, FX Options, Swaps, Financial Markets, Portfolio Management, Finance, Alternative Investments, Asset Management, Investments
Education
Chubb Institute 1987 — 1987
Programming Certificate, Computer Programming, 94.5
Queens College
University of Arkansas at Fayetteville
Citigroup July 2010 - Present
Citigroup April 2009 - July 2010
Credit Suisse May 2005 - April 2009
HSBC Securities April 2000 - May 2005
Credit Suisse First Boston April 1998 - April 2000
Smith Barney March 1996 - April 1998
Merrill Lynch March 1990 - September 1996
Kidder Peabody August 1987 - September 1990
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance & Information Systems
Queens College 1984 — 1987
BA, Computer Science
Merrill Lynch October 1979 - Present
Skills
Valuation, Fixed Income, Corporate Finance, Financial Reporting, Bloomberg, Strategic Financial..., Derivatives, Capital Markets, Wealth Management, Equities, Budgets, Financial Modeling, Risk Management, Asset Management, Hedge Funds
Education
Queens College
BS, Accounting
Merrill Lynch/Bank of America 2009 - Present
Merrill Lynch January 1992 - Present
Citibank January 1986 - December 1991
Westvaco January 1984 - December 1985
Education
Saint John's University 1982 — 1985
MBA, Quantitative Analysis
Queens College 1975 — 1979
BA, Accounting
HBO April 2010 - Present
Merrill Lynch January 2006 - April 2010
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Hedge Funds, Accounts Payable, Valuation, Bloomberg, Microsoft Excel, Asset Managment, Fixed Income, Budgets, Analysis, Investments, Microsoft Office
Education
Queens College 2003 — 2007
Bachelor of Science, Accounting
Personalized Boutique February 2012 - Present
UBS Investment Bank November 2009 - September 2011
Merrill Lynch March 2007 - March 2009
Bear Stearns 1997 - 2005
Skills
Outlook, Equities, Budgets, Asset Managment, Vendor Management, Microsoft Excel, Asset Management, Onboarding, Analysis, Administrative..., Management, Microsoft Office, Customer Service, Event Planning, Time Management, Social Media
Education
Queens College
BA, Communications
NAPA Managment Services Corporation 2012 - Present
Citi 2011 - 2011
Global financial services company 2010 - 2011
Shearman and Sterling 2006 - 2009
Merrill Lynch July 2003 - May 2006
Kramer Levin Naftalis & Frankel LLP March 1999 - May 2002
Chadbourne & Parke LLP December 1998 - March 1999
Weil Gotshal and Manges October 1994 - November 1998
Skills
ERISA, Employment Law
Education
University of Virginia School of Law 1991 — 1994
J.D., Law
University College Dublin 1978 — 1979
M.A., Anglo-Irish Studies (Literature)
Queens College 1974 — 1978
B.A., English; Philosophy
Abacus Planning Group June 2011 - Present
Stearns Financial Services Group August 2004 - June 2011
Merrill Lynch August 2002 - December 2002
Education
Quincy University 2003 — 2004
MBA, Business
University of Manchester - Institute of Science and Technology 2001 — 2002
International Exchange Student
University of North Carolina at Greensboro 1998 — 2002
BS, Business Administration
MERRILL LYNCH MANAGING DIRECTORMERRILL LYNCH1970 - 2009
Skills
Capital Markets, Risk Management
Education
Queens College 1961 — 1965
flushing high school 1958 — 1961
Merrill Lynch progammerNew York Mercantile Exchange1990 - 1992
SIAC 1983 - 1990
Skills
Electronic Trading, IT Operations, Capital Markets, SDLC, Integration, Investment Banking, Market Data, Agile Methodologies, Business Continuity, Quality Assurance, IT Management, Trading Systems, Data Center, Software Development, Equity Derivatives, Derivatives, Software Project..., Trading System, Options, IT Strategy, SQL, Exchange Connectivity, CRM, Equities, Trading, Business Analysis, Requirements Analysis, Low Latency
Education
Queens College 1979 — 1983
ba, computer science
State Street June 2014 - Present
BlackRock October 2006 - January 2013
Merrill Lynch 1996 - 2006
Merrill Lynch 1987 - 1996
Skills
Series 6, Series 63, Fixed Income, Mutual Funds, Separately Managed..., Securities, Investments, Asset Managment, Wealth Management, LDRPS, Grant Writing, Superior Client Service, Client-focused, Performance Management, Client Relations Skills, Compliance, New Account Opening, Operational Due..., Bloomberg, Investment Management, Hedge Funds, Asset Allocation, Financial Analysis, Equities, Uniform Combined State..., Asset Management, ETFs
Education
Quincy College 1986 — 1988
Business Administration and Management, General
North Quincy High School 1983 — 1986
Newsday August 2009 - Present
Merrill Lynch 1980 - 2008
Wall Street Discount Corp 1978 - 1980
Education
Queens College 1976 — 1978
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Standard & Poors/McGraw-Hill Financial 2011 - Present
Alvarez & Marsal January 2008 - June 2011
Merrill Lynch January 2006 - November 2008
Skills
TalentLink System,..., Financial Modeling
Education
Queens College
BS, International Business Finance
Laguardia Community College - Business Management
Amazon July 2015 - Present
Merrill Lynch April 2012 - June 2015
Merrill Lynch January 2011 - April 2012
Merrill Lynch January 2007 - January 2011
Merrill Lynch August 2005 - January 2007
Data#3 November 2003 - December 2004
Skills
Test Driven Development, Scrum, Corporate Actions, Python, Scala, Java, C# 3.0, Oracle PL/SQL..., TIBCO Business Studio, TIBCO Business Works, Transaction Management, Equity Derivatives, Project Management, Discussion Facilitation, Workshop Facilitation, BDD, OOP, Trading Systems, Investment Banking, Business Analysis, Agile Methodologies, SDLC, TIBCO iProcess, Enterprise Architecture, Software Project...
Education
The George Washington University - School of Business 2008 — 2009
Associate Certificate, Project Management
Queensland University of Technology 2001 — 2003
Bachelors, Information Technology (Data Comm & Software Engineering)
AMERICAN INDONESIAN CHAMBER OF COMMERCE January 2010 - Present
Bank Indonesia May 2007 - August 2007
Bank of New York Mellon August 2006 - May 2007
SMITH BARNEY February 2005 - July 2005
Merrill Lynch March 2001 - June 2001
Skills
Economics, Portfolio Management, Banking, Investments, Program Management
Education
The New School 2007 — 2010
Economics, Economics
Queens College 2002 — 2006
Economics, Economics
THE NEW SCHOOL FOR SOCIAL RESEARCH
Master of Science (MS); Bachelors of Arts, Economics; Economics (Honors) & Business Liberal Arts
Hach & Rose, LLP November 2011 - Present
Parker, Waichman, Alonso, LLP September 2003 - November 2011
Parker Waichman 2003 - 2009
Nielsen Media 1999 - 2003
Miller Freeman 1999 - 1999
Merrill Lynch 1997 - 1999
Merrill Lynch 1997 - 1999
Skills
Westlaw, Civil Litigation, Trials, Product Liability, Courts, Class Actions, Appeals
Education
Queens College
BA, English
Mistras Group, Inc. April 2006 - Present
Princeton Lightwave 2000 - 2002
Galderma 1998 - 2000
Merrill Lynch 1979 - 1997
Skills
Benefits Administration, Human Resources, Employee Benefits, HRIS, Employee Relations, Performance Management, Microsoft Word, Microsoft Excel, Management, Microsoft Office, 401k, Project Management, 401K Plan Administration, STD/FMLA
Education
Queens College
Bachelor of Arts (BA), Romance Languages, Literatures, and Linguistics
Merrill Lynch January 2012 - Present
Innotech October 2010 - January 2012
Northwestern Mutual May 2010 - July 2010
Health Markets November 2008 - March 2009
Skills
Series 7, Series 66, Portfolio Advisor PIA..., Financial Analysis, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Portfolio Management, Financial Advisory, Strategic Financial..., Investment Advisory, Equities, Fixed Income, Investment Strategies, Uniform Combined State..., Valuation, Finance, Alternative Investments, Asset Management, Bonds, Capital Markets, Financial Markets, Financial Planning, Investment Management, Strategic Planning, Trading, Financial Services
Education
Quinlan School of Business, Loyola University Chicago 2009 — 2010
MBA, Finance, Information Technology
Youngstown State University 2002 — 2005
Bachelor of Science, Biology, Chemistry
MileStone Reporting Company July 2010 - Present
Dialogue Reporting, Inc. March 2005 - Present
New York Police Dept. 1983 - 1985
Merrill Lynch 1982 - 1983
Skills
Transcription, Commercial Litigation, Notary Public, WordPerfect, Typing, Depositions, Family Law, Wordperfect, Litigation Support, Medical Malpractice, Court Reporting, Personal Injury, Product Liability, Trials, Transcripts, Hearings, Pleadings, Wrongful Death, Testimony, Courts, Personal Injury..., Criminal Law, Arbitration
Education
Orlando College 1992 — 1994
AS, Court Reporting
Queensborough Community College 1980 — 1981
Secretarial Science
John Adams H.S. 1976 — 1980
Diploma, Secretarial Science
Orthodox Union January 2007 - Present
Eisenhower National Clearinghouse December 2004 - August 2006
SRA International October 2001 - August 2004
Merrill Lynch October 2000 - June 2001
Paine Webber March 1999 - October 2000
Skills
C#, Database Design, SSRS, Database Administration, Microsoft Excel, SQL, Teaching, SharePoint, Microsoft SQL Server, Programming, Visual Basic, Software Development, Access, Databases, HTML, ASP.NET, SSIS, .NET
Education
Queens College 1997 — 1999
Bachelor of Science (BS), Computer Science
Saks Fifth Avenue November 2014 - Present
City University of New York September 2012 - Present
PVH March 2013 - October 2014
Roberto Cavalli May 2012 - May 2012
BA Style June 2011 - August 2011
Astoria Federal Savings June 2009 - January 2010
CityTime September 2008 - December 2008
Merrill Lynch January 2008 - June 2008
Skills
Data Analysis, Financial Analysis, Financial Modeling, Analysis, Finance, Business Strategy, Corporate Finance, Leadership, Economics, Analytics, Business Analysis, Microsoft Excel, Strategic Consulting, Valuation, Competitive Analysis, Accounting, Financial Reporting, Strategy, Business Planning, Forecasting, Judo, Team Leadership, Coaching, Capital Planning, Cash Flow Forecasting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Strategy
City University of New York-Queens College 2006 — 2010
BA - Macaulay Honors College, Mathematics/Economics (Summa Cum Laude)
London School of Economics and Political Science 2008 — 2008
Summer College Certificate, Marketing
Bronx High School of Science 2002 — 2006
High School Regents Diploma
Merrill Lynch November 2004 - Present
Smith Barney January 2000 - November 2004
Citifinancial January 1997 - January 1999
Skills
Series 7, Series 63, Wealth Management, Fixed Income, Equities, Retirement Planning, Alternative Investments, Mutual Funds, Portfolio Management, Investments, Capital Markets, Investment Advisory, Securities, Asset Allocation, Finance
Education
Queens University of Charlotte 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lockheed Martin October 2011 - Present
TEKsystems July 2011 - October 2011
TSR Consulting Services, Inc May 2011 - June 2011
TEKsystems November 2010 - February 2011
TEK Systems April 2010 - October 2010
Axelon Services Corp. April 2009 - October 2009
New York City Department of Education September 1991 - August 2008
Cap Gemini April 1990 - March 1991
Merrill Lynch September 1985 - February 1987
Skills
Cloud Computing, SDLC, Software Development, COBOL, Databases, VSAM, JCL, Testing, DB2, IBM Mainframe, Process Improvement, SQL, User Acceptance Testing, Data Modeling, Requirements Analysis, Project Management, Mainframe, CICS, Systems Analysis, Easytrieve, Program Management, Oracle
Education
Queensborough Community College 1976 — 1980
A.A.S., Data Processing
NC Department of Commerce, Division of Employment Security August 2011 - Present
Veritude October 2008 - May 2011
Veritude 2007 - 2011
merrill lynch 1985 - 1989
Skills
Software Development, Software Project..., Enterprise Architecture, SDLC, Requirements Analysis, Business Analysis, SQL, Requirements Gathering, Business Intelligence, Business Process, Oracle, Visio, Vendor Management, Microsoft SQL Server
Education
Queen's College 1980 — 1989
BA, computer science
vivekananda college 1975 — 1978
Wells Fargo January 2014 - Present
Pactera US January 2013 - January 2014
Pactera US (formerly hiSoft Envisage) July 2012 - January 2013
Merrill Lynch March 2012 - July 2012
Merrill Lynch August 2010 - March 2012
Skills
Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Customer Service, Microsoft Office..., Expense Management, Budgets, Marketing, Management, Leadership
Education
Queens University of Charlotte 2007 — 2011
Bachelor of Arts, Business Administration
Citizens Property Insurance Provide solutions to management for all aspects of claims; bridging the gap between internal & field staff as well as contract employees.Senior Instructional DesignerLender Processing Services, Inc.
Merrill Lynch 1996 - 2006
Skills
Captivate, Needs Analysis, Instructional Design, Blended Learning, Instructor-led Training, ADDIE, Visio, E-Learning, Training Delivery, Software Documentation, Microsoft Office, Learning Management, Requirements Gathering, SharePoint, Technical Writing
Education
Queen's College
Saint John's University
B.S., Education
Morgan Stanley July 2006 - Present
Merrill Lynch January 2006 - June 2006
Smith Barney May 1998 - November 2005
Skills
Organizational..., People Skills, Teamwork, Relationship Management
Education
Queensborough Community College 1987 — 1990
Associate of Arts and Sciences (AAS), Marketing