Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Maxx Goldblatt Maxx Goldblatt's Merrill Lynch Experience April 2015 - Present
Job Merrill Lynch CA
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Merrill Lynch May 2014 - September 2014
Koren Law Group January 2014 - March 2014
US Congress June 2011 - November 2011
Wall Street Mortgage Bank January 2009 - April 2011
Skills
C++, Java, Financial Analysis, Analysis, Mortgage Lending, Finance, Risk Management, Marketing Strategy, Bloomberg, Bloomberg Terminal, Sales, Facebook, Access, Leadership, Management, Marketing, Social Media Marketing
Education
Quinnipiac University 2012 — 2016
Bachelor's degree, Finance, General
Merrill Lynch April 2015 - Present
Merrill Lynch May 2014 - September 2014
Koren Law Group January 2014 - March 2014
US Congress June 2011 - November 2011
Wall Street Mortgage Bank January 2009 - April 2011
Skills
C++, Java, Financial Analysis, Analysis, Mortgage Lending, Finance, Risk Management, Marketing Strategy, Bloomberg, Bloomberg Terminal, Sales, Facebook, Access, Leadership, Management, Marketing, Social Media Marketing
Education
Quinnipiac University 2012 — 2016
Bachelor's degree, Finance, General
Adrienne N. Foster Adrienne N. Foster's Merrill Lynch Experience 1998 - 1998
Job Senior Paralegal at Auven Therapeutics
Industry Pharmaceuticals
Experience
Auven Therapeutics January 2013 - Present
Aptalis October 2011 - January 2013
Warner Chilcott February 2010 - October 2011
Meda Pharmaceuticals 2007 - 2010
Meda Pharmaceuticals January 2005 - January 2007
Meda Pharmaceuticals 2003 - 2005
Meda Pharmaceuticals Inc. May 2002 - May 2003
Lehman Brothers Inc January 1998 - January 2002
JP Morgan & Co, Inc January 1995 - January 1998
Merrill Lynch 1998 - 1998
Skills
Mergers, Outlook, Software Documentation, Licensing, Contract Management, Corporate Law, Corporate Governance, Mergers & Acquisitions, Compliance, Pharmaceutical Industry, Litigation, Document Review, Due Diligence, Interviews, Microsoft Excel, Access, Medical Devices, Management, Biotechnology, Microsoft Office, Human Resources, PowerPoint, Trademarks
Education
Farleigh Dickenson College 2008 — 2011
BS, Business Administration and Individualized Studies Degree
Berkeley Business College
Associates Degree, Business Administration
Raritan Valley Community College 2004 — 2008
Raritan Valley Community College
Associates Degree, Paralegal Studies
Raritan Valley Community College
Certificate, Paralegal Studies
Auven Therapeutics January 2013 - Present
Aptalis October 2011 - January 2013
Warner Chilcott February 2010 - October 2011
Meda Pharmaceuticals 2007 - 2010
Meda Pharmaceuticals January 2005 - January 2007
Meda Pharmaceuticals 2003 - 2005
Meda Pharmaceuticals Inc. May 2002 - May 2003
Lehman Brothers Inc January 1998 - January 2002
JP Morgan & Co, Inc January 1995 - January 1998
Merrill Lynch 1998 - 1998
Skills
Mergers, Outlook, Software Documentation, Licensing, Contract Management, Corporate Law, Corporate Governance, Mergers & Acquisitions, Compliance, Pharmaceutical Industry, Litigation, Document Review, Due Diligence, Interviews, Microsoft Excel, Access, Medical Devices, Management, Biotechnology, Microsoft Office, Human Resources, PowerPoint, Trademarks
Education
Farleigh Dickenson College 2008 — 2011
BS, Business Administration and Individualized Studies Degree
Berkeley Business College
Associates Degree, Business Administration
Raritan Valley Community College 2004 — 2008
Raritan Valley Community College
Associates Degree, Paralegal Studies
Raritan Valley Community College
Certificate, Paralegal Studies
Scott Reisinger, CFP®, CRPC® Scott Reisinger, CFP®, CRPC®'s Merrill Lynch Experience 2008 - Present
Job Financial Solutions Team Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Skills
Financial Services, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of North Florida 2005 — 2007
Bachelor of Arts (B.A.)
Radford University
Merrill Lynch 2008 - Present
Skills
Financial Services, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of North Florida 2005 — 2007
Bachelor of Arts (B.A.)
Radford University
Hayley Abadi Hayley Abadi's Merrill Lynch Experience June 2015 - Present
Job Marketing Intern at Merrill Lynch
Industry
Experience
Merrill Lynch June 2015 - Present
Pets Alive Animal Shelter 2010 - Present
Senator Jeffery Klein's Office June 2013 - August 2013
Deciccos Family Market September 2011 - July 2012
Smoothie King (SKFI) May 2009 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML
Education
Quinnipiac University - School of Business 2012 — 2016
Bachelor of Science (BS), Marketing
Ardsley High School 2008 — 2012
Merrill Lynch June 2015 - Present
Pets Alive Animal Shelter 2010 - Present
Senator Jeffery Klein's Office June 2013 - August 2013
Deciccos Family Market September 2011 - July 2012
Smoothie King (SKFI) May 2009 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML
Education
Quinnipiac University - School of Business 2012 — 2016
Bachelor of Science (BS), Marketing
Ardsley High School 2008 — 2012
Vincent Guinta Vincent Guinta's Merrill Lynch Experience July 2013 - June 2015
Job Financial Solutions Consultant at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Merrill Lynch July 2013 - June 2015
Merrill Lynch April 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, Outstanding..., Research, Management, Strategy, Leadership, Team Leadership, Time Management, Analysis, Critical Thinking, Customer Service, PowerPoint, Public Speaking, Outlook, Finance, Microsoft Office, Social Networking, Teamwork
Education
Ramapo College of New Jersey 2011 — 2015
Finance, Business Administration, 3.60/4.00
2016 Level II Candidate in the CFA Program
Anisfield School of Business
Bachelor of Science
Ramapo College of New Jersey
Bachelor of Business Administration (B.B.A.)
Merrill Edge June 2015 - Present
Merrill Lynch July 2013 - June 2015
Merrill Lynch April 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, Outstanding..., Research, Management, Strategy, Leadership, Team Leadership, Time Management, Analysis, Critical Thinking, Customer Service, PowerPoint, Public Speaking, Outlook, Finance, Microsoft Office, Social Networking, Teamwork
Education
Ramapo College of New Jersey 2011 — 2015
Finance, Business Administration, 3.60/4.00
2016 Level II Candidate in the CFA Program
Anisfield School of Business
Bachelor of Science
Ramapo College of New Jersey
Bachelor of Business Administration (B.B.A.)
Patricia Fleming Patricia Fleming's Merrill Lynch Experience August 2012 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Skills
Series 7, Series 9, Series 10,..., Financial Services, Investment Advisory
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1994
Master of Business Administration (MBA)
Randolph College
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Merrill Lynch August 2012 - Present
Skills
Series 7, Series 9, Series 10,..., Financial Services, Investment Advisory
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1994
Master of Business Administration (MBA)
Randolph College
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Nathan Arland Nathan Arland's Merrill Lynch Experience July 2011 - October 2011
Job Assistant Vice President; Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch September 2015 - Present
RMC Events August 2010 - Present
EvoShield August 2009 - Present
Genworth Financial October 2011 - September 2015
Merrill Lynch July 2011 - October 2011
Union First Market Bank July 2010 - July 2011
Virginia Asset Management September 2009 - July 2010
AutoQual of Madison, Milwaukee, and Fox Valley November 2007 - September 2009
Lehman Brothers July 2004 - November 2007
Skills
Coaching, Fixed Annuities, Marketing, Process Improvement, Strategic Planning, Time Management, Team Building, Financial Planning, Insurance, Investments, Leadership, Management, Microsoft Office, Public Speaking, Retirement Planning, Sales
Education
Virginia Commonwealth University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Virginia Polytechnic Institute and State University 2000 — 2002
Master’s Degree, Education
Radford University 1995 — 2000
Bachelor’s Degree, Education
Bank of America Merrill Lynch September 2015 - Present
RMC Events August 2010 - Present
EvoShield August 2009 - Present
Genworth Financial October 2011 - September 2015
Merrill Lynch July 2011 - October 2011
Union First Market Bank July 2010 - July 2011
Virginia Asset Management September 2009 - July 2010
AutoQual of Madison, Milwaukee, and Fox Valley November 2007 - September 2009
Lehman Brothers July 2004 - November 2007
Skills
Coaching, Fixed Annuities, Marketing, Process Improvement, Strategic Planning, Time Management, Team Building, Financial Planning, Insurance, Investments, Leadership, Management, Microsoft Office, Public Speaking, Retirement Planning, Sales
Education
Virginia Commonwealth University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Virginia Polytechnic Institute and State University 2000 — 2002
Master’s Degree, Education
Radford University 1995 — 2000
Bachelor’s Degree, Education
Matthew Barr Matthew Barr's Merrill Lynch Experience January 1997 - April 2000
Job Vice President Sales at Trumark Wholesale Insurance Services, Inc.
Industry Financial Services
Experience
Trumark Wholesale Insurance Services, Inc. August 2015 - Present
Lincoln Financial Distributors September 2008 - August 2015
State Farm Insurance August 2006 - August 2008
Producer's Choice MGA August 2005 - August 2006
Stone and Youngberg January 2002 - February 2005
Merrill Lynch January 1997 - April 2000
Skills
Mutual Funds, Asset Management, Wealth Management, Fixed Annuities, Retirement, Financial Services, Strategy, Strategic Financial..., Portfolio Management, Financial Advisory, Life Insurance, Insurance, Sales Management, Salesforce.com, Fixed Income, Marketing Strategy, Financial Planning, Wealth
Education
Randolph-Macon College 1991 — 1995
BA, International Economics
Trumark Wholesale Insurance Services, Inc. August 2015 - Present
Lincoln Financial Distributors September 2008 - August 2015
State Farm Insurance August 2006 - August 2008
Producer's Choice MGA August 2005 - August 2006
Stone and Youngberg January 2002 - February 2005
Merrill Lynch January 1997 - April 2000
Skills
Mutual Funds, Asset Management, Wealth Management, Fixed Annuities, Retirement, Financial Services, Strategy, Strategic Financial..., Portfolio Management, Financial Advisory, Life Insurance, Insurance, Sales Management, Salesforce.com, Fixed Income, Marketing Strategy, Financial Planning, Wealth
Education
Randolph-Macon College 1991 — 1995
BA, International Economics
Patrick Gaffney Patrick Gaffney's Merrill Lynch Experience January 2013 - December 2013
Job Financial Advisor at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. November 2013 - Present
Merrill Lynch January 2013 - December 2013
Merrill Lynch March 2011 - January 2013
Education
Quinnipiac University
Stifel Financial Corp. November 2013 - Present
Merrill Lynch January 2013 - December 2013
Merrill Lynch March 2011 - January 2013
Education
Quinnipiac University
Tyrone Noel Tyrone Noel's Merrill Lynch Experience January 2011 - Present
Job VP,Market Sales Manager,CFP®, CRPC®,Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Skills
Series 7, Wealth Management, Investment Advisory, Mutual Funds, Retirement Planning, Securities, Asset Allocation, Equities, Retirement, Investments, Financial Advisory, Asset Management, Credit, Valuation, Banking, Insurance, Loans, Life Insurance, Wealth Management..., FINRA, Portfolio Management, Series 9, Series 10, Sales Management, Leadership, Mortgage Lending
Education
Randolph-Macon College
Merrill Lynch January 2011 - Present
Skills
Series 7, Wealth Management, Investment Advisory, Mutual Funds, Retirement Planning, Securities, Asset Allocation, Equities, Retirement, Investments, Financial Advisory, Asset Management, Credit, Valuation, Banking, Insurance, Loans, Life Insurance, Wealth Management..., FINRA, Portfolio Management, Series 9, Series 10, Sales Management, Leadership, Mortgage Lending
Education
Randolph-Macon College
Ben Farina Ben Farina's Merrill Lynch Experience June 2009 - August 2010
Job Project Lead at Travelers
Industry Insurance
Experience
Travelers June 2012 - Present
Connecticut Bombers Baseball Organization May 2011 - September 2012
Mohegan Tribal Gaming Authority December 2011 - January 2012
Merrill Lynch June 2009 - August 2010
Batter Up Baseball Camp July 2008 - July 2010
Skills
Bloomberg, Excel, Coaching, Team Leadership, Athletes, Baseball
Education
Quinnipiac University MBA 2011 — 2012
Master of Business Administration (MBA), Finance Concentration
Quinnipiac University 2008 — 2011
Bachelor of Science (BS), Finance
Travelers June 2012 - Present
Connecticut Bombers Baseball Organization May 2011 - September 2012
Mohegan Tribal Gaming Authority December 2011 - January 2012
Merrill Lynch June 2009 - August 2010
Batter Up Baseball Camp July 2008 - July 2010
Skills
Bloomberg, Excel, Coaching, Team Leadership, Athletes, Baseball
Education
Quinnipiac University MBA 2011 — 2012
Master of Business Administration (MBA), Finance Concentration
Quinnipiac University 2008 — 2011
Bachelor of Science (BS), Finance
Ray Scalice Ray Scalice's Merrill Lynch Experience October 2007 - July 2008
Job Director of Revenue at Horizon Eye Care
Industry Hospital & Health Care
Experience
Horizon Eye Care January 2015 - Present
AtlantiCare December 2011 - January 2015
AtlantiCare August 2008 - December 2011
Merrill Lynch October 2007 - July 2008
Merrill Lynch November 2006 - October 2007
Merrill Lynch July 2005 - November 2006
Merrill Lynch December 2003 - July 2005
Merrill Lynch February 2002 - December 2003
Skills
Finance, Financial Analysis, Access, Financial Modeling, Process Improvement, Insurance, Credit, Financial Reporting, Budgets, Analysis, Healthcare, Microsoft Excel, Series 7, Series 63, Series 65, Producer Licensing, Bloomberg Terminal, Cognos, Microsoft Word, Microsoft Office, SQL, PowerPoint, Data Analysis, Databases, Data Mining, Data Management
Education
University of Delaware 2014 — 2016
Master of Business Administration (M.B.A.)
Richard Stockton College of New Jersey 2013 — 2014
Master of Buisness Administration (M.B.A.), 4.0 Average
Ramapo College of New Jersey 1998 — 2001
Bachelor's Degree
Middletown North 1991 — 1994
Horizon Eye Care January 2015 - Present
AtlantiCare December 2011 - January 2015
AtlantiCare August 2008 - December 2011
Merrill Lynch October 2007 - July 2008
Merrill Lynch November 2006 - October 2007
Merrill Lynch July 2005 - November 2006
Merrill Lynch December 2003 - July 2005
Merrill Lynch February 2002 - December 2003
Skills
Finance, Financial Analysis, Access, Financial Modeling, Process Improvement, Insurance, Credit, Financial Reporting, Budgets, Analysis, Healthcare, Microsoft Excel, Series 7, Series 63, Series 65, Producer Licensing, Bloomberg Terminal, Cognos, Microsoft Word, Microsoft Office, SQL, PowerPoint, Data Analysis, Databases, Data Mining, Data Management
Education
University of Delaware 2014 — 2016
Master of Business Administration (M.B.A.)
Richard Stockton College of New Jersey 2013 — 2014
Master of Buisness Administration (M.B.A.), 4.0 Average
Ramapo College of New Jersey 1998 — 2001
Bachelor's Degree
Middletown North 1991 — 1994
Matthew Giammarco Matthew Giammarco's Merrill Lynch Experience April 2006 - January 2009
Job Alternative Investment Services Analyst at BNY Mellon
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
BNY Mellon February 2012 - May 2015
Bank of America January 2009 - November 2011
Merrill Lynch April 2006 - January 2009
BNP Paribas October 2004 - April 2006
First Investors Corporation January 2004 - May 2004
Quinnipiac University Polling Institute January 2002 - May 2004
NTL Incorporated/CoreComm Limited May 2000 - January 2002
Skills
Equities, Hedge Funds, Investment Banking, Alternative Investments, Equity Derivatives, Derivatives, Investments, Financial Services, Portfolio Management, Trading, Options, Fixed Income, Middle Office, Fund Of Funds, Client Services, Financial Analysis, Credit Derivatives, Mutual Funds, Bloomberg, Securities, Structured Products, Swaps
Education
Quinnipiac University 2000 — 2004
Bachelor of Science in Business Administration, Major: Finance -- Minor: International Business
Morgan Stanley June 2015 - Present
BNY Mellon February 2012 - May 2015
Bank of America January 2009 - November 2011
Merrill Lynch April 2006 - January 2009
BNP Paribas October 2004 - April 2006
First Investors Corporation January 2004 - May 2004
Quinnipiac University Polling Institute January 2002 - May 2004
NTL Incorporated/CoreComm Limited May 2000 - January 2002
Skills
Equities, Hedge Funds, Investment Banking, Alternative Investments, Equity Derivatives, Derivatives, Investments, Financial Services, Portfolio Management, Trading, Options, Fixed Income, Middle Office, Fund Of Funds, Client Services, Financial Analysis, Credit Derivatives, Mutual Funds, Bloomberg, Securities, Structured Products, Swaps
Education
Quinnipiac University 2000 — 2004
Bachelor of Science in Business Administration, Major: Finance -- Minor: International Business
Katherine Rosser's Merrill Lynch Experience September 2011 - January 2012
Job Manager, Sales Operations
Industry Telecommunications
Experience
Comcast Business March 2015 - Present
Comcast Business September 2012 - February 2015
Comcast Business February 2012 - September 2012
Merrill Lynch September 2011 - January 2012
Gap Inc. March 2011 - September 2011
QWEST COMMUNICATIONS CORP January 2008 - September 2010
QWEST COMMUNICATIONS CORP December 2006 - June 2008
STARTEK May 2006 - November 2006
Skills
Time Management, Customer Relations, Problem Solving, Planning, Documentation, Customer Service, Project Planning, Software Documentation, Management, CRM, Leadership, Salesforce.com, Customer Satisfaction, Managed Services, Forecasting, Sales, Coaching, Customer Retention, Business Intelligence, Training, Sales Operations, Telecommunications
Education
Randolph College 2002 — 2005
Bachelors, History
Comcast Business March 2015 - Present
Comcast Business September 2012 - February 2015
Comcast Business February 2012 - September 2012
Merrill Lynch September 2011 - January 2012
Gap Inc. March 2011 - September 2011
QWEST COMMUNICATIONS CORP January 2008 - September 2010
QWEST COMMUNICATIONS CORP December 2006 - June 2008
STARTEK May 2006 - November 2006
Skills
Time Management, Customer Relations, Problem Solving, Planning, Documentation, Customer Service, Project Planning, Software Documentation, Management, CRM, Leadership, Salesforce.com, Customer Satisfaction, Managed Services, Forecasting, Sales, Coaching, Customer Retention, Business Intelligence, Training, Sales Operations, Telecommunications
Education
Randolph College 2002 — 2005
Bachelors, History
Jay Hyman CRPC®'s Merrill Lynch Experience October 2012 - Present
Job Senior Portfolio Advisor, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Merrill Lynch November 2010 - Present
Education
Quinnipiac University - School of Business
Bachelors of Science, Finance, Economics
Merrill Lynch October 2012 - Present
Merrill Lynch November 2010 - Present
Education
Quinnipiac University - School of Business
Bachelors of Science, Finance, Economics
Cindy Sirico Cindy Sirico's Merrill Lynch Experience September 2008 - August 2011
Job Registered Client Associate
Industry Financial Services
Experience
RBC Wealth Management December 2014 - Present
Christie Coghlan Investment Management, LLC August 2011 - April 2014
Merrill Lynch September 2008 - August 2011
Financial Strategies Group November 2005 - September 2008
TD Print Productions January 1997 - December 1999
Shearson Lehman Brothers January 1983 - December 1986
A.G. Edwards & Sons, Inc. January 1981 - December 1983
Skills
Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Customer Service, Finance, Asset Management, Mutual Funds, Wealth Management, PowerPoint, Equities
Education
Quinnipiac University 1999 — 2003
Bachelor's degree, Management, 3.4 GPA
RBC Wealth Management December 2014 - Present
Christie Coghlan Investment Management, LLC August 2011 - April 2014
Merrill Lynch September 2008 - August 2011
Financial Strategies Group November 2005 - September 2008
TD Print Productions January 1997 - December 1999
Shearson Lehman Brothers January 1983 - December 1986
A.G. Edwards & Sons, Inc. January 1981 - December 1983
Skills
Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Customer Service, Finance, Asset Management, Mutual Funds, Wealth Management, PowerPoint, Equities
Education
Quinnipiac University 1999 — 2003
Bachelor's degree, Management, 3.4 GPA
Alexandra D'Alia's Merrill Lynch Experience June 2015 - August 2015
Job Production Intern at The Rachael Ray Show
Industry Media Production
Experience
The Rachael Ray Show August 2015 - Present
Depasquale The Spa May 2013 - Present
Merrill Lynch June 2015 - August 2015
Yale School of Nursing August 2014 - January 2015
Fox News Channel June 2013 - August 2013
Skills
Event Management, Talent Booking, Social Media, Research, Event Planning, Customer Service, Writing, Project Coordination, Events Coordination, Public Relations, Marketing
Education
Quinnipiac University 2012 — 2016
Morristown High School 2008 — 2012
The Rachael Ray Show August 2015 - Present
Depasquale The Spa May 2013 - Present
Merrill Lynch June 2015 - August 2015
Yale School of Nursing August 2014 - January 2015
Fox News Channel June 2013 - August 2013
Skills
Event Management, Talent Booking, Social Media, Research, Event Planning, Customer Service, Writing, Project Coordination, Events Coordination, Public Relations, Marketing
Education
Quinnipiac University 2012 — 2016
Morristown High School 2008 — 2012
Brian Thomee Brian Thomee's Merrill Lynch Experience 1996 - 2000
Job Owner at High Performance Inspections
Industry Real Estate
Experience
High Performance Inspections 2014 - Present
Rollins Inc. 2007 - 2013
Inspection Depot 2000 - 2007
Merrill Lynch 1996 - 2000
Skills
Sales, Residential Homes, Customer Service, Retail, Team Building, Leadership, Customer Satisfaction, Management, Customer Experience, Insurance, Call Centers, Construction, Microsoft Excel, Project Management, Process Improvement, Account Management, Sales Management, Employee Training, Training, Hiring
Education
Raritan Valley Community College
Associate of Arts (A.A.), Political Science and Government
High Performance Inspections 2014 - Present
Rollins Inc. 2007 - 2013
Inspection Depot 2000 - 2007
Merrill Lynch 1996 - 2000
Skills
Sales, Residential Homes, Customer Service, Retail, Team Building, Leadership, Customer Satisfaction, Management, Customer Experience, Insurance, Call Centers, Construction, Microsoft Excel, Project Management, Process Improvement, Account Management, Sales Management, Employee Training, Training, Hiring
Education
Raritan Valley Community College
Associate of Arts (A.A.), Political Science and Government
JULIE BOREKCIYAN JULIE BOREKCIYAN's Merrill Lynch Experience January 2011 - July 2011
Job Accountant at Edison Properties
Industry Accounting
Experience
Edison Properties June 2014 - Present
Academy Bus September 2013 - May 2014
Normandy Real Estate Partners February 2013 - October 2013
Enterprise Rent-A-Car July 2011 - February 2013
Merrill Lynch January 2011 - July 2011
TD June 2008 - July 2010
Skills
Accounts Receivable, General Ledger, Accounting, Financial Reporting, Accounts Payable, Account Reconciliation, Fixed Assets, Accruals, Variance Analysis, Journal Entries, Financial Statements, Financial Accounting, Financial Analysis, Auditing, Balance, Cash Management, US GAAP, Cash Flow, Bank Reconciliation, Tax Preparation, Interviews, Balance Sheet, Microsoft Excel, Time Management, Financial Forecasting, Sage, Tax Accounting, Expenses, Peachtree, Financial Audits, PeopleSoft, Great Plains Software, Tax Returns, Hyperion Enterprise, Training, Sarbanes-Oxley, Sarbanes-Oxley Act, Tax, Analysis, Consolidation, Management Accounting, Cash, Cash Flow Forecasting, Pivot Tables, Preparation, Financial Statement..., Invoicing, Revenue Recognition, JD Edwards, CPA
Education
Ramapo College of New Jersey 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting
St. Peter's College 2007 — 2009
Edison Properties June 2014 - Present
Academy Bus September 2013 - May 2014
Normandy Real Estate Partners February 2013 - October 2013
Enterprise Rent-A-Car July 2011 - February 2013
Merrill Lynch January 2011 - July 2011
TD June 2008 - July 2010
Skills
Accounts Receivable, General Ledger, Accounting, Financial Reporting, Accounts Payable, Account Reconciliation, Fixed Assets, Accruals, Variance Analysis, Journal Entries, Financial Statements, Financial Accounting, Financial Analysis, Auditing, Balance, Cash Management, US GAAP, Cash Flow, Bank Reconciliation, Tax Preparation, Interviews, Balance Sheet, Microsoft Excel, Time Management, Financial Forecasting, Sage, Tax Accounting, Expenses, Peachtree, Financial Audits, PeopleSoft, Great Plains Software, Tax Returns, Hyperion Enterprise, Training, Sarbanes-Oxley, Sarbanes-Oxley Act, Tax, Analysis, Consolidation, Management Accounting, Cash, Cash Flow Forecasting, Pivot Tables, Preparation, Financial Statement..., Invoicing, Revenue Recognition, JD Edwards, CPA
Education
Ramapo College of New Jersey 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting
St. Peter's College 2007 — 2009
Dean Bahniuk Dean Bahniuk's Merrill Lynch Experience May 1994 - Present
Job Wealth Management / Author / Speaker
Industry Financial Services
Experience
Black Marlin Publishing June 2012 - Present
Merrill Lynch May 1994 - Present
Education
Radford University 1981 — 1987
Black Marlin Publishing June 2012 - Present
Merrill Lynch May 1994 - Present
Education
Radford University 1981 — 1987
Alex Gregory Alex Gregory's Merrill Lynch Experience 2008 - 2009
Job Director of Business Development at Militello Capital
Industry Venture Capital & Private Equity
Experience
Militello Capital 2014 - Present
UBS Financial Services Inc. 2010 - 2014
New York Mets May 2009 - October 2010
Merrill Lynch 2008 - 2009
Skills
Series 7, Investments, Series 63, Wealth Management, Asset Allocation, Mutual Funds, Retirement Planning, Portfolio Management, Investment Strategies, Asset Management, Alternative Investments, Investment Advisory, Financial Analysis, Strategic Financial..., Financial Modeling, Equities, Securities, Estate Planning, Fixed Income, Financial Advisory
Education
Radford University - College of Business and Economics
Bachelor of Arts (B.A.)
Militello Capital 2014 - Present
UBS Financial Services Inc. 2010 - 2014
New York Mets May 2009 - October 2010
Merrill Lynch 2008 - 2009
Skills
Series 7, Investments, Series 63, Wealth Management, Asset Allocation, Mutual Funds, Retirement Planning, Portfolio Management, Investment Strategies, Asset Management, Alternative Investments, Investment Advisory, Financial Analysis, Strategic Financial..., Financial Modeling, Equities, Securities, Estate Planning, Fixed Income, Financial Advisory
Education
Radford University - College of Business and Economics
Bachelor of Arts (B.A.)
Ralph Gutierrez Ralph Gutierrez's Merrill Lynch Experience April 1987 - January 2000
Job SVP Executive Managing Director at Ann/Gerard Group
Industry Financial Services
Experience
Ann/Gerard Group August 2014 - Present
Charles Schwab 2010 - August 2014
Ann Gerard Group January 2009 - December 2010
Bank of America January 2007 - December 2008
Fisher Investments/Health Plan One January 2006 - December 2006
Metropolitan Life Insurance Company January 2003 - December 2005
Victory Capital Management January 2000 - December 2002
Merrill Lynch April 1987 - January 2000
Securities Counsel, Inc. 1986 - 1987
Skills
Sales, Finance, Product Development, Budget, Alternative Investments, Executive Management, Sales Management, Client Services, Business Relationship..., Budgets, Corporate Finance, Due Diligence, Financial Services, Risk Management, Investments, Business Strategy, Strategy, Capital Markets, Mergers & Acquisitions, Equities, Mutual Funds, Hedge Funds, Management, Asset Management, Leadership, Fixed Income, Wealth Management
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1991
MBA, Finance, Accounting
Western Michigan University - Haworth College of Business 1983 — 1987
BBA, Finance, Accounting
Ann/Gerard Group August 2014 - Present
Charles Schwab 2010 - August 2014
Ann Gerard Group January 2009 - December 2010
Bank of America January 2007 - December 2008
Fisher Investments/Health Plan One January 2006 - December 2006
Metropolitan Life Insurance Company January 2003 - December 2005
Victory Capital Management January 2000 - December 2002
Merrill Lynch April 1987 - January 2000
Securities Counsel, Inc. 1986 - 1987
Skills
Sales, Finance, Product Development, Budget, Alternative Investments, Executive Management, Sales Management, Client Services, Business Relationship..., Budgets, Corporate Finance, Due Diligence, Financial Services, Risk Management, Investments, Business Strategy, Strategy, Capital Markets, Mergers & Acquisitions, Equities, Mutual Funds, Hedge Funds, Management, Asset Management, Leadership, Fixed Income, Wealth Management
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1991
MBA, Finance, Accounting
Western Michigan University - Haworth College of Business 1983 — 1987
BBA, Finance, Accounting
Abhay Saxena Abhay Saxena's Merrill Lynch Experience October 2006 - January 2008
Job Lead Programmer Analyst (Siebel) at Subaru of America
Industry Information Technology and Services
Experience
Subaru of America November 2011 - Present
IEEE November 2010 - October 2011
IBM January 2010 - January 2011
Oracle Corporation September 2009 - November 2009
IEEE June 2008 - August 2009
Allied Solutions Group Inc 2003 - 2009
Albridge Solutions / PNC February 2008 - May 2008
Merrill Lynch October 2006 - January 2008
GHI / EmblemHealth April 2006 - September 2006
Pfizer November 2005 - February 2006
Skills
EAI, Siebel, DB2, Order Management, EIM, Great Personality, Hands-on Technical...
Education
NIT Jamshedpur 1994 — 1998
BE, Electrical
Ranchi University 1994 — 1998
BE, Electrical
Subaru of America November 2011 - Present
IEEE November 2010 - October 2011
IBM January 2010 - January 2011
Oracle Corporation September 2009 - November 2009
IEEE June 2008 - August 2009
Allied Solutions Group Inc 2003 - 2009
Albridge Solutions / PNC February 2008 - May 2008
Merrill Lynch October 2006 - January 2008
GHI / EmblemHealth April 2006 - September 2006
Pfizer November 2005 - February 2006
Skills
EAI, Siebel, DB2, Order Management, EIM, Great Personality, Hands-on Technical...
Education
NIT Jamshedpur 1994 — 1998
BE, Electrical
Ranchi University 1994 — 1998
BE, Electrical
Kristi McGivern Kristi McGivern's Merrill Lynch Experience February 2004 - February 2009
Job Director, Life & Annuity Marketing, Genworth
Industry Marketing and Advertising
Experience
Genworth August 2010 - Present
Royal Neighbors of America February 2009 - July 2010
Merrill Lynch February 2004 - February 2009
Deere Employees Credit Union October 1998 - February 2004
Skills
Direct Marketing, Fixed Annuities, Insurance, Lead Generation, Leadership, Management, Risk Management, Marketing, CRM, Strategy, Life Insurance, General Insurance, Sales, Project Management, Long-term Care, Employee Benefits, Social Media Marketing
Education
Radford University 1990 — 1993
BS, Business, Management, Marketing, and Related Support Services
Genworth August 2010 - Present
Royal Neighbors of America February 2009 - July 2010
Merrill Lynch February 2004 - February 2009
Deere Employees Credit Union October 1998 - February 2004
Skills
Direct Marketing, Fixed Annuities, Insurance, Lead Generation, Leadership, Management, Risk Management, Marketing, CRM, Strategy, Life Insurance, General Insurance, Sales, Project Management, Long-term Care, Employee Benefits, Social Media Marketing
Education
Radford University 1990 — 1993
BS, Business, Management, Marketing, and Related Support Services
Robert Houghton Robert Houghton's Merrill Lynch Experience May 2014 - September 2014
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Frank Welsh/Anthony Memorial April 2015 - August 2015
True North Homes Reality D.B.A "Pop-Up Sports" December 2014 - February 2015
No on Question 2 Campaign Committee October 2014 - December 2014
Merrill Lynch May 2014 - September 2014
Work Out World March 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Selling Skills, Sales Process, Communication Skills, Public Speaking, Time Management, Principal Investing, Organizational..., Team Building, Financial Goals, Equities, Research, Finance, Sales, Leadership, Customer Service
Education
Suffolk University 2013 — 2017
Finance
Quinnipiac University 2011 — 2012
Frank Welsh/Anthony Memorial April 2015 - August 2015
True North Homes Reality D.B.A "Pop-Up Sports" December 2014 - February 2015
No on Question 2 Campaign Committee October 2014 - December 2014
Merrill Lynch May 2014 - September 2014
Work Out World March 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Selling Skills, Sales Process, Communication Skills, Public Speaking, Time Management, Principal Investing, Organizational..., Team Building, Financial Goals, Equities, Research, Finance, Sales, Leadership, Customer Service
Education
Suffolk University 2013 — 2017
Finance
Quinnipiac University 2011 — 2012
Kyan Ferreira Kyan Ferreira's Merrill Lynch Experience September 2012 - January 2013
Job Business Analyst at The Bridge Corporation
Industry Marketing and Advertising
Experience
The Bridge Corporation April 2015 - Present
Mercedes Benz June 2014 - Present
Advanced Health Media (AHM) September 2014 - March 2015
Teaneck Library November 2008 - September 2014
Krupp Kommunications January 2014 - March 2014
BMW of North America, LLC June 2013 - September 2013
Merrill Lynch September 2012 - January 2013
Hook&Albert May 2012 - September 2012
Urban League June 2010 - September 2010
Skills
Marketing, Social Media Marketing, Competitive Analysis, Event Planning, Entrepreneurship, Team Leadership, Brand Management, Budgets, Project Management, Microsoft Excel, Nonprofits, Finance, Fashion, Logistics, Market Research, Marketing Strategy, Marketing Communications, Marketing Management, Marketing Research, Digital Marketing, Public Speaking, Microsoft Office
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
The Bridge Corporation April 2015 - Present
Mercedes Benz June 2014 - Present
Advanced Health Media (AHM) September 2014 - March 2015
Teaneck Library November 2008 - September 2014
Krupp Kommunications January 2014 - March 2014
BMW of North America, LLC June 2013 - September 2013
Merrill Lynch September 2012 - January 2013
Hook&Albert May 2012 - September 2012
Urban League June 2010 - September 2010
Skills
Marketing, Social Media Marketing, Competitive Analysis, Event Planning, Entrepreneurship, Team Leadership, Brand Management, Budgets, Project Management, Microsoft Excel, Nonprofits, Finance, Fashion, Logistics, Market Research, Marketing Strategy, Marketing Communications, Marketing Management, Marketing Research, Digital Marketing, Public Speaking, Microsoft Office
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Allison Fried's Merrill Lynch Experience October 2007 - May 2008
Job Law Practice Professional
Industry Law Practice
Experience
Arcar Motors Inc August 2014 - March 2015
Cohn Lifland Pearlman Herrmann & Knopf LLP October 2013 - November 2013
Law Offices of Jan Meyer & Associates, P.C. 2008 - 2013
Merrill Lynch October 2007 - May 2008
Skills
Legal Research, Legal Writing, Courts, Litigation, Trials, Pleadings, Civil Litigation, Westlaw, Personal Injury, Mediation, Commercial Litigation, Family Law, Lexis, Motions, Appeals, Document Review, Depositions, Hearings, Personal Injury..., Legal Discovery, Legal Assistance, Medical Malpractice, PACER, Legal Documents, Legal Issues, Litigation Support, Bankruptcy, Trial Practice, Wills, WordPerfect, Document Drafting, Paralegals, Product Liability, Class Actions, Criminal Defense, Insurance Law, Powers of Attorney, Administrative Law, Creditors' Rights, LexisNexis, Business Litigation, Trusts, Notary Public, Timeslips, Automobile Accidents, PowerPoint, Lega, Times, Organization Skills, Microsoft Office
Education
Ramapo College of New Jersey 2005 — 2008
Bachelor's degree, Psychology, 4.0
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2004
Sociology
Arcar Motors Inc August 2014 - March 2015
Cohn Lifland Pearlman Herrmann & Knopf LLP October 2013 - November 2013
Law Offices of Jan Meyer & Associates, P.C. 2008 - 2013
Merrill Lynch October 2007 - May 2008
Skills
Legal Research, Legal Writing, Courts, Litigation, Trials, Pleadings, Civil Litigation, Westlaw, Personal Injury, Mediation, Commercial Litigation, Family Law, Lexis, Motions, Appeals, Document Review, Depositions, Hearings, Personal Injury..., Legal Discovery, Legal Assistance, Medical Malpractice, PACER, Legal Documents, Legal Issues, Litigation Support, Bankruptcy, Trial Practice, Wills, WordPerfect, Document Drafting, Paralegals, Product Liability, Class Actions, Criminal Defense, Insurance Law, Powers of Attorney, Administrative Law, Creditors' Rights, LexisNexis, Business Litigation, Trusts, Notary Public, Timeslips, Automobile Accidents, PowerPoint, Lega, Times, Organization Skills, Microsoft Office
Education
Ramapo College of New Jersey 2005 — 2008
Bachelor's degree, Psychology, 4.0
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2004
Sociology
Mark Tigue Mark Tigue's Merrill Lynch Experience May 2007 - September 2009
Job Product & Investment Consultant at BlackRock
Industry Financial Services
Experience
BlackRock September 2012 - Present
BlackRock December 2010 - September 2012
Goldman Sachs October 2009 - December 2010
Merrill Lynch May 2007 - September 2009
Skills
Series 7, Series 63, Series 65, Bloomberg Terminal, Morningstar Direct, Investment Management
Education
Ramapo College of New Jersey 2003 — 2007
BS, Finance
Hunterdon Central HS
BlackRock September 2012 - Present
BlackRock December 2010 - September 2012
Goldman Sachs October 2009 - December 2010
Merrill Lynch May 2007 - September 2009
Skills
Series 7, Series 63, Series 65, Bloomberg Terminal, Morningstar Direct, Investment Management
Education
Ramapo College of New Jersey 2003 — 2007
BS, Finance
Hunterdon Central HS
Robert Macchi's Merrill Lynch Experience September 2014 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch January 2013 - September 2014
Bank of America August 2009 - January 2013
First Investors July 2008 - February 2009
Credit Agricole Cheuvreux 2007 - 2007
Skills
Series 7, M&A experience, Strategic Planning, Strategic Partnerships, International Sales, Relation Management, Mutual Funds, Separately Managed..., Series 63, Financial Advisory, Investments, Asset Allocation, Wealth Management..., Series 65, Series 6, Wealth Management, Uniform Combined State..., Fixed Income
Education
Northeastern University 2013 — 2015
Masters of Finance and International Business, International Business and Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Merrill Lynch September 2014 - Present
Merrill Lynch January 2013 - September 2014
Bank of America August 2009 - January 2013
First Investors July 2008 - February 2009
Credit Agricole Cheuvreux 2007 - 2007
Skills
Series 7, M&A experience, Strategic Planning, Strategic Partnerships, International Sales, Relation Management, Mutual Funds, Separately Managed..., Series 63, Financial Advisory, Investments, Asset Allocation, Wealth Management..., Series 65, Series 6, Wealth Management, Uniform Combined State..., Fixed Income
Education
Northeastern University 2013 — 2015
Masters of Finance and International Business, International Business and Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Jeremy Adam Rudd Jeremy Adam Rudd's Merrill Lynch Experience July 2011 - February 2013
Job AVP Financial Solutions Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo Advisors, LLC February 2013 - May 2014
Merrill Lynch July 2011 - February 2013
David Lerner Associates, inc. February 2009 - July 2011
Benchmark Mortgage August 2005 - June 2007
Home123 2003 - 2005
Skills
Investments, Mortgage Lending, Loans, Investment Advisory, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Fixed Income, Securities, 401k, Asset Management, Insurance, Long-term Care, Financial Analysis, Life Insurance, Disability Insurance, Mutual Funds, Financial Advisory, Wealth, Bonds, ETFs, Alternative Investments, IRAs, College Savings Plans, Equities, Roth IRA, 401k Rollovers, Life, Stocks, Municipal Bonds
Education
Ramapo College of New Jersey
Bank of America Merrill Lynch June 2014 - Present
Wells Fargo Advisors, LLC February 2013 - May 2014
Merrill Lynch July 2011 - February 2013
David Lerner Associates, inc. February 2009 - July 2011
Benchmark Mortgage August 2005 - June 2007
Home123 2003 - 2005
Skills
Investments, Mortgage Lending, Loans, Investment Advisory, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Fixed Income, Securities, 401k, Asset Management, Insurance, Long-term Care, Financial Analysis, Life Insurance, Disability Insurance, Mutual Funds, Financial Advisory, Wealth, Bonds, ETFs, Alternative Investments, IRAs, College Savings Plans, Equities, Roth IRA, 401k Rollovers, Life, Stocks, Municipal Bonds
Education
Ramapo College of New Jersey
Frankie Fairley Frankie Fairley's Merrill Lynch Experience May 2004 - February 2009
Job It Clinical Rep III Med D at CVS Caremark
Industry Pharmaceuticals
Experience
CVS Caremark May 2014 - Present
Alldone Restoration October 2012 - Present
Medco Health Solutions 2009 - Present
Praise In Motion November 2008 - March 2010
Merrill Lynch May 2004 - February 2009
2003-2004 Countrywide Home Loans July 2003 - May 2004
Southwest Securities/Mydiscountbroker January 1999 - January 2003
Principal Financial January 1996 - January 1999
Skills
Securities, Investments, Financial Services, Healthcare, IRAs, Medicare, Long-term Care, Trading, 401k, Medicare Part D, Mutual Funds, Fixed Annuities, Retirement, Insurance, Cross-functional Team..., Leadership, Series 7
Education
Ramapo College of New Jersey 1979 — 1984
BA, Communications/Psychology
CVS Caremark May 2014 - Present
Alldone Restoration October 2012 - Present
Medco Health Solutions 2009 - Present
Praise In Motion November 2008 - March 2010
Merrill Lynch May 2004 - February 2009
2003-2004 Countrywide Home Loans July 2003 - May 2004
Southwest Securities/Mydiscountbroker January 1999 - January 2003
Principal Financial January 1996 - January 1999
Skills
Securities, Investments, Financial Services, Healthcare, IRAs, Medicare, Long-term Care, Trading, 401k, Medicare Part D, Mutual Funds, Fixed Annuities, Retirement, Insurance, Cross-functional Team..., Leadership, Series 7
Education
Ramapo College of New Jersey 1979 — 1984
BA, Communications/Psychology
Matthew Cassaro Matthew Cassaro's Merrill Lynch Experience September 2006 - January 2009
Job Accounting & Financial Services Professional
Industry Accounting
Experience
Panasonic USA September 2014 - Present
Ernst & Young February 2013 - June 2014
UBS March 2011 - July 2011
Bank of America February 2009 - December 2010
Merrill Lynch September 2006 - January 2009
Ascent Media February 2006 - August 2006
Skills
Creative Writing, Economic theory, Financial Accounting, Excel, Quickbooks, Client communication, Training & Development, Staff Training, Retirement Services, Microsoft Excel, QuickBooks, Retirement, Economics
Education
University of Phoenix 2009 — 2011
Masters, Accountancy
Ramapo College of New Jersey 2002 — 2006
B.S, Accounting & Finance
Toms River South 1998 — 2002
High School Diploma, General Studies
Panasonic USA September 2014 - Present
Ernst & Young February 2013 - June 2014
UBS March 2011 - July 2011
Bank of America February 2009 - December 2010
Merrill Lynch September 2006 - January 2009
Ascent Media February 2006 - August 2006
Skills
Creative Writing, Economic theory, Financial Accounting, Excel, Quickbooks, Client communication, Training & Development, Staff Training, Retirement Services, Microsoft Excel, QuickBooks, Retirement, Economics
Education
University of Phoenix 2009 — 2011
Masters, Accountancy
Ramapo College of New Jersey 2002 — 2006
B.S, Accounting & Finance
Toms River South 1998 — 2002
High School Diploma, General Studies
Jill Corcoran's Merrill Lynch Experience March 2000 - September 2001
Job IP Client Liaison and Special Projects Manager at Cooley LLP
Industry Law Practice
Experience
Cooley LLP September 2014 - Present
Cooley LLP November 2012 - September 2014
Chadbourne & Parke LLP December 2010 - November 2012
Merck November 2009 - June 2010
Schering-Plough Pharmaceuticals June 2004 - November 2009
The BOC Group November 2001 - June 2004
Merrill Lynch March 2000 - September 2001
Smith Barney May 1996 - March 2000
COMEX (Commodity Exchange, Inc.) August 1988 - June 1993
Skills
Intellectual Property, Patents, Patent Prosecution, Due Diligence, Pharmaceutical Industry, Prosecution, Trademarks
Education
Randolph College 1984 — 1988
BA, Economics
Cooley LLP September 2014 - Present
Cooley LLP November 2012 - September 2014
Chadbourne & Parke LLP December 2010 - November 2012
Merck November 2009 - June 2010
Schering-Plough Pharmaceuticals June 2004 - November 2009
The BOC Group November 2001 - June 2004
Merrill Lynch March 2000 - September 2001
Smith Barney May 1996 - March 2000
COMEX (Commodity Exchange, Inc.) August 1988 - June 1993
Skills
Intellectual Property, Patents, Patent Prosecution, Due Diligence, Pharmaceutical Industry, Prosecution, Trademarks
Education
Randolph College 1984 — 1988
BA, Economics
Peter Kurys, CFA®, CFP® Peter Kurys, CFA®, CFP®'s Merrill Lynch Experience May 2004 - May 2007
Job Regional Director at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management June 2010 - Present
WisdomTree Asset Management June 2007 - June 2010
Merrill Lynch May 2004 - May 2007
Wachovia Securities, LLC May 2003 - May 2004
Skills
Investments, Alternative Investments, Series 7, Finance, Asset Management, Mutual Funds, Equities, Portfolio Management, Hedge Funds, Fixed Income
Education
Quinnipiac University - School of Business
MBA
Quinnipiac University - School of Business 1999 — 2003
WisdomTree Asset Management June 2010 - Present
WisdomTree Asset Management June 2007 - June 2010
Merrill Lynch May 2004 - May 2007
Wachovia Securities, LLC May 2003 - May 2004
Skills
Investments, Alternative Investments, Series 7, Finance, Asset Management, Mutual Funds, Equities, Portfolio Management, Hedge Funds, Fixed Income
Education
Quinnipiac University - School of Business
MBA
Quinnipiac University - School of Business 1999 — 2003
Barbra Gazo Barbra Gazo's Merrill Lynch Experience July 1988 - August 1999
Job Account Manager at New Jersey Law Journal
Industry Newspapers
Experience
New Jersey Law Journal June 2011 - Present
The Star-Ledger December 2010 - June 2011
The Star-Ledger December 2008 - December 2010
Metro New York September 2007 - December 2008
The Star-Ledger July 2001 - August 2007
The Courier News August 1999 - July 2001
Merrill Lynch July 1988 - August 1999
Skills
Newspaper, Advertising, Media Relations, Salesforce.com, Marketing Communications, Account Management, Sales, Marketing Strategy, New Business Development, Cold Calling, Publishing, Event Planning, Sales Presentations, Trade Shows, Event Management, Media Planning, Integrated Marketing, Oracle CRM, Newspapers, Digital Marketing, Marketing, Email Marketing
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2015
Bachelor of Arts, English
Raritan Valley Community College 2001 — 2009
Associate of Arts, Liberal Arts
New Jersey Law Journal June 2011 - Present
The Star-Ledger December 2010 - June 2011
The Star-Ledger December 2008 - December 2010
Metro New York September 2007 - December 2008
The Star-Ledger July 2001 - August 2007
The Courier News August 1999 - July 2001
Merrill Lynch July 1988 - August 1999
Skills
Newspaper, Advertising, Media Relations, Salesforce.com, Marketing Communications, Account Management, Sales, Marketing Strategy, New Business Development, Cold Calling, Publishing, Event Planning, Sales Presentations, Trade Shows, Event Management, Media Planning, Integrated Marketing, Oracle CRM, Newspapers, Digital Marketing, Marketing, Email Marketing
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2015
Bachelor of Arts, English
Raritan Valley Community College 2001 — 2009
Associate of Arts, Liberal Arts
Jose Roca Jose Roca's Merrill Lynch Experience April 2002 - April 2006
Job Senior Vice President at People's United Business Capital
Industry Banking
Experience
People's United Business Capital September 2011 - Present
Bank Leumi USA April 2006 - September 2011
Merrill Lynch April 2002 - April 2006
Fleet Business Capital f/k/a Summit Business Capital Corp. f/k/a United Jersey Bank September 1994 - April 2002
Skills
Credit, Portfolio Management, Finance, Credit Analysis, Loans, Asset Based Lending, Structured Finance, Financial Risk, Underwriting, Commercial Lending, Financial Structuring, New Business Development
Education
Ramapo College of New Jersey
Bachelor's Degree, Accounting
People's United Business Capital September 2011 - Present
Bank Leumi USA April 2006 - September 2011
Merrill Lynch April 2002 - April 2006
Fleet Business Capital f/k/a Summit Business Capital Corp. f/k/a United Jersey Bank September 1994 - April 2002
Skills
Credit, Portfolio Management, Finance, Credit Analysis, Loans, Asset Based Lending, Structured Finance, Financial Risk, Underwriting, Commercial Lending, Financial Structuring, New Business Development
Education
Ramapo College of New Jersey
Bachelor's Degree, Accounting
Louis Corso, PMP Louis Corso, PMP's Merrill Lynch Experience March 1998 - December 2001
Job Director of Social Media at PMI NYC Chapter
Industry Internet
Experience
PMI NYC Chapter January 2014 - Present
Instart Logic October 2014 - September 2015
Usablenet June 2011 - October 2014
PMI NYC Chapter January 2011 - December 2013
PMI NYC Chapter February 2011 - December 2011
i3 Security, LLC 2010 - June 2011
Innalogic January 2007 - April 2010
Pulse, Inc 2002 - 2006
Merrill Lynch March 1998 - December 2001
Skills
Project Management, Program Management, PMP, MS Project, Business Analysis, Project Portfolio..., Project Planning, SDLC, Software Project..., Team Leadership, Visio, Vendor Management, Change Management, Strategic Planning, PMO, E-commerce, Management, ITIL, Scrum, CRM, IT Service Management, Integration, Mobile Devices, Security, Software Development, Cross-functional Team..., Leadership, Pre-sales, Business Development, IT Strategy, Software Documentation, Requirements Gathering, SaaS, IT Management, Vendor Relationships, Business Process..., APIs, Requirements Analysis, Risk Management, Project Delivery, Agile Methodologies, Agile Project Management, RFP, mobile market, Mobile Marketing, Mobile Technology, Mobile Advertising, Mobile Applications, Mobile Communications, Solution Selling
Education
Stevens Institute of Technology 2006 — 2007
Project Management - IT
Ramapo College of New Jersey 1988 — 1992
B.S., Business concentration Marketing
PMI NYC Chapter January 2014 - Present
Instart Logic October 2014 - September 2015
Usablenet June 2011 - October 2014
PMI NYC Chapter January 2011 - December 2013
PMI NYC Chapter February 2011 - December 2011
i3 Security, LLC 2010 - June 2011
Innalogic January 2007 - April 2010
Pulse, Inc 2002 - 2006
Merrill Lynch March 1998 - December 2001
Skills
Project Management, Program Management, PMP, MS Project, Business Analysis, Project Portfolio..., Project Planning, SDLC, Software Project..., Team Leadership, Visio, Vendor Management, Change Management, Strategic Planning, PMO, E-commerce, Management, ITIL, Scrum, CRM, IT Service Management, Integration, Mobile Devices, Security, Software Development, Cross-functional Team..., Leadership, Pre-sales, Business Development, IT Strategy, Software Documentation, Requirements Gathering, SaaS, IT Management, Vendor Relationships, Business Process..., APIs, Requirements Analysis, Risk Management, Project Delivery, Agile Methodologies, Agile Project Management, RFP, mobile market, Mobile Marketing, Mobile Technology, Mobile Advertising, Mobile Applications, Mobile Communications, Solution Selling
Education
Stevens Institute of Technology 2006 — 2007
Project Management - IT
Ramapo College of New Jersey 1988 — 1992
B.S., Business concentration Marketing
Edita Kankanyan Edita Kankanyan's Merrill Lynch Experience January 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
AXA Advisors November 2013 - August 2014
UBS July 2006 - September 2013
Skills
Financial Analysis, Mutual Funds, Securities, Wealth Management, Investments, Series 7, Financial Planning, Finance, Portfolio Management, Insurance, Asset Management, Financial Modeling, Fixed Annuities, Fixed Income, Retirement Planning, Equities, Salesforce.com, Bloomberg, Risk Management, Banking
Education
Ramapo College of New Jersey 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Merrill Lynch January 2015 - Present
AXA Advisors November 2013 - August 2014
UBS July 2006 - September 2013
Skills
Financial Analysis, Mutual Funds, Securities, Wealth Management, Investments, Series 7, Financial Planning, Finance, Portfolio Management, Insurance, Asset Management, Financial Modeling, Fixed Annuities, Fixed Income, Retirement Planning, Equities, Salesforce.com, Bloomberg, Risk Management, Banking
Education
Ramapo College of New Jersey 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Adam Bortolussi's Merrill Lynch Experience November 2009 - July 2010
Job President Bortolussi Wealth Management
Industry Financial Services
Experience
Bortolussi Wealth Management, Inc. December 2010 - Present
Hayden Wood Insurance / HWI Motorsports May 2014 - Present
Columbia Management August 2010 - November 2010
Merrill Lynch November 2009 - July 2010
UBS November 2006 - September 2009
Morgan Stanley June 2004 - November 2006
Quinnipiac University May 2002 - May 2004
Skills
Wealth Management, Portfolio Management, Financial Advisory, Fixed Annuities, Uniform Combined State..., Insurance, Series 7, FINRA, Finance, Small Business, Investments, Retirement, Asset Allocation, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Hedge Funds, Strategic Financial...
Education
Salve Regina University 2010 — 2013
MBA With a Concentration in Management
Quinnipiac University 2000 — 2004
BS, Finance
Bortolussi Wealth Management, Inc. December 2010 - Present
Hayden Wood Insurance / HWI Motorsports May 2014 - Present
Columbia Management August 2010 - November 2010
Merrill Lynch November 2009 - July 2010
UBS November 2006 - September 2009
Morgan Stanley June 2004 - November 2006
Quinnipiac University May 2002 - May 2004
Skills
Wealth Management, Portfolio Management, Financial Advisory, Fixed Annuities, Uniform Combined State..., Insurance, Series 7, FINRA, Finance, Small Business, Investments, Retirement, Asset Allocation, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Hedge Funds, Strategic Financial...
Education
Salve Regina University 2010 — 2013
MBA With a Concentration in Management
Quinnipiac University 2000 — 2004
BS, Finance
Rajesh Budhani Rajesh Budhani's Merrill Lynch Experience May 2003 - August 2003
Job Senior Associate, Financial Management at KPMG Consulting
Industry Management Consulting
Experience
J.P. Morgan May 2013 - August 2013
Venture Capital and Start-Up Advisory October 2012 - April 2013
J.P. Morgan March 2008 - August 2012
Syntel March 2007 - March 2008
Merrill Lynch May 2003 - August 2003
Tata Communications May 2002 - August 2002
Skills
Team Leadership, Financial Analysis, Executive Reporting, Risk Management, Project Management, Corporate Communications, Strategic Planning, Bloomberg, Options, Fixed Income, Derivatives, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, Equities
Education
Quinnipiac University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance & CFA Level I Candidate
University of Mumbai 2007 — 2009
Master of Commerce, Finance & Accounting
University of Mumbai 2004 — 2007
Bachelor of Management Studies, Finance, General
J.P. Morgan May 2013 - August 2013
Venture Capital and Start-Up Advisory October 2012 - April 2013
J.P. Morgan March 2008 - August 2012
Syntel March 2007 - March 2008
Merrill Lynch May 2003 - August 2003
Tata Communications May 2002 - August 2002
Skills
Team Leadership, Financial Analysis, Executive Reporting, Risk Management, Project Management, Corporate Communications, Strategic Planning, Bloomberg, Options, Fixed Income, Derivatives, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, Equities
Education
Quinnipiac University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance & CFA Level I Candidate
University of Mumbai 2007 — 2009
Master of Commerce, Finance & Accounting
University of Mumbai 2004 — 2007
Bachelor of Management Studies, Finance, General
Mike Von Essen, CFP® Mike Von Essen, CFP®'s Merrill Lynch Experience January 2004 - September 2008
Job Senior Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. September 2008 - Present
Merrill Lynch January 2004 - September 2008
Skills
Personal Financial..., Wealth Management, Investments
Education
Radford University 1999 — 2003
Bachelor of Science (B.S.), Economics
UBS Financial Services Inc. September 2008 - Present
Merrill Lynch January 2004 - September 2008
Skills
Personal Financial..., Wealth Management, Investments
Education
Radford University 1999 — 2003
Bachelor of Science (B.S.), Economics
Atanas Mihov Atanas Mihov's Merrill Lynch Experience January 2008 - May 2008
Job Financial Economist at Federal Reserve Bank of Richmond
Industry Financial Services
Experience
Federal Reserve Bank of Richmond August 2014 - Present
University of Florida August 2009 - August 2014
TCF Bank August 2008 - July 2009
Mercedes Benz USA January 2008 - May 2008
Merrill Lynch January 2008 - May 2008
Rochdale Investment Management September 2007 - December 2007
Ramapo College of New Jersey October 2006 - December 2007
New Europe Corporate Advisory May 2007 - August 2007
Education
University of Florida - Warrington College Of Business 2009 — 2014
PhD, Finance
Ramapo College of New Jersey 2004 — 2008
BS, Finance
Federal Reserve Bank of Richmond August 2014 - Present
University of Florida August 2009 - August 2014
TCF Bank August 2008 - July 2009
Mercedes Benz USA January 2008 - May 2008
Merrill Lynch January 2008 - May 2008
Rochdale Investment Management September 2007 - December 2007
Ramapo College of New Jersey October 2006 - December 2007
New Europe Corporate Advisory May 2007 - August 2007
Education
University of Florida - Warrington College Of Business 2009 — 2014
PhD, Finance
Ramapo College of New Jersey 2004 — 2008
BS, Finance
Jeff Alfaro Jeff Alfaro's Merrill Lynch Experience June 1983 - April 2003
Job Microsoft Certified Trainer Microsoft Consultant
Industry Information Technology and Services
Experience
Microsoft Consultant March 2005 - Present
Carnegie Hall November 2007 - September 2014
Merrill Lynch June 1983 - April 2003
Skills
Microsoft SQL Server, Windows, Microsoft Office, Cloud Computing, Guitar, Microsoft Certified..., IT Management, Virtualization, Drums, Active Directory, Team Building, C#, SharePoint, Visual Studio, Project Management, Business Process..., Windows Server, Integration, Hyper-V, Customer Service, VB.Net, Windows Server 2008 R2, Visual Studio 2010, Windows Server 2012, MCT 2013, MCT 2014, Windows Azure, Windows Server2012 R2, Visual Studio 2012, Visual Studio 2013, Windows Azure..., MCT 2015, Visual Studio 2015, Microsoft Specialist C#...
Education
Ramapo College of New Jersey 1992 — 2009
Bachelor of Science (B.S.), Management IT / Computer Science, Graduated with Honors
Ramapo College of New Jersey 1992 — 2009
Management Information Systems/Computer Science, Business Technology
Microsoft Consultant March 2005 - Present
Carnegie Hall November 2007 - September 2014
Merrill Lynch June 1983 - April 2003
Skills
Microsoft SQL Server, Windows, Microsoft Office, Cloud Computing, Guitar, Microsoft Certified..., IT Management, Virtualization, Drums, Active Directory, Team Building, C#, SharePoint, Visual Studio, Project Management, Business Process..., Windows Server, Integration, Hyper-V, Customer Service, VB.Net, Windows Server 2008 R2, Visual Studio 2010, Windows Server 2012, MCT 2013, MCT 2014, Windows Azure, Windows Server2012 R2, Visual Studio 2012, Visual Studio 2013, Windows Azure..., MCT 2015, Visual Studio 2015, Microsoft Specialist C#...
Education
Ramapo College of New Jersey 1992 — 2009
Bachelor of Science (B.S.), Management IT / Computer Science, Graduated with Honors
Ramapo College of New Jersey 1992 — 2009
Management Information Systems/Computer Science, Business Technology
Kevin Zackman Kevin Zackman's Merrill Lynch Experience 1983 - 2000
Job Chief Strategy Officer (CSO) at Altibase
Industry Information Technology and Services
Experience
Altibase April 2015 - Present
Stafford & Associates February 2015 - Present
Red Hat June 2013 - Present
Final Phase Technologies, Inc. January 2007 - Present
UBS April 2011 - December 2014
Align , Inc. April 2010 - April 2011
Dun & Bradstreet October 2006 - October 2009
US Trust 2005 - 2006
Binec Consulting, Inc. (Independant Consultant) April 2002 - June 2005
Merrill Lynch 1983 - 2000
Skills
IT Strategy, SOA, Enterprise Architecture, SDLC, Architecture, Architectures, Leadership, Solution Architecture, Vendor Management, Business Analysis, Enterprise Software, Cloud Computing, SaaS, Integration, Software Project..., Agile Methodologies, Business Intelligence, Software Development, Data Warehousing, Program Management, ITIL, Master Data Management, Hazelcast, Process Improvement, Strategy, CRM, Management
Education
Radford University 1978 — 1981
BS, Business
UNU-Intech
Master of Science (MS), Computer Science
Altibase April 2015 - Present
Stafford & Associates February 2015 - Present
Red Hat June 2013 - Present
Final Phase Technologies, Inc. January 2007 - Present
UBS April 2011 - December 2014
Align , Inc. April 2010 - April 2011
Dun & Bradstreet October 2006 - October 2009
US Trust 2005 - 2006
Binec Consulting, Inc. (Independant Consultant) April 2002 - June 2005
Merrill Lynch 1983 - 2000
Skills
IT Strategy, SOA, Enterprise Architecture, SDLC, Architecture, Architectures, Leadership, Solution Architecture, Vendor Management, Business Analysis, Enterprise Software, Cloud Computing, SaaS, Integration, Software Project..., Agile Methodologies, Business Intelligence, Software Development, Data Warehousing, Program Management, ITIL, Master Data Management, Hazelcast, Process Improvement, Strategy, CRM, Management
Education
Radford University 1978 — 1981
BS, Business
UNU-Intech
Master of Science (MS), Computer Science
Jay Rovert's Merrill Lynch Experience August 1994 - July 2002
Job Financial Advisor, Financial Services Representative at Barnum Financial Group, an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group, an office of MetLife July 2002 - Present
Merrill Lynch August 1994 - July 2002
Morgan Stanley Smith Barney June 1982 - July 1994
Skills
Investments, Portfolio Management, Fixed Annuities, Wealth Management, Mutual Funds, Funding Strategies, Series 7, Series 63, Business Networking
Education
Quinnipiac University 1975 — 1977
BS, Acctg.
Quinnipiac University 1974 — 1976
BS, Acctg.
University of Connecticut 1971 — 1973
BA, History
Tulane University 1969 — 1971
History/Economics
Barnum Financial Group, an office of MetLife July 2002 - Present
Merrill Lynch August 1994 - July 2002
Morgan Stanley Smith Barney June 1982 - July 1994
Skills
Investments, Portfolio Management, Fixed Annuities, Wealth Management, Mutual Funds, Funding Strategies, Series 7, Series 63, Business Networking
Education
Quinnipiac University 1975 — 1977
BS, Acctg.
Quinnipiac University 1974 — 1976
BS, Acctg.
University of Connecticut 1971 — 1973
BA, History
Tulane University 1969 — 1971
History/Economics
Rob Mancino's Merrill Lynch Experience October 2012 - Present
Job Registered Financial Analyst
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
LostinSound.org March 2010 - Present
Mancino Custom Tailors & Clothiers January 2004 - January 2015
Skills
Microsoft Office, Microsoft Access, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Italian, Spanish, Organizing, Bloomberg Terminal, Group Work, Professional..., Finance, Social Networking, Outlook
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (B.S.), Entrepreneurship and Business Management
Merrill Lynch October 2012 - Present
LostinSound.org March 2010 - Present
Mancino Custom Tailors & Clothiers January 2004 - January 2015
Skills
Microsoft Office, Microsoft Access, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Italian, Spanish, Organizing, Bloomberg Terminal, Group Work, Professional..., Finance, Social Networking, Outlook
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (B.S.), Entrepreneurship and Business Management
Drew Sapede's Merrill Lynch Experience July 2014 - Present
Job Senior Registered Financial Analyst Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
UBS Wealth Management June 2010 - Present
JPMorgan Chase May 2013 - July 2014
UBS February 2009 - June 2010
Clever Devices November 2008 - February 2009
Northwestern Mutual August 2008 - November 2008
UBS Financial Services May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Series 7, Series 63, PowerPoint, Microsoft Excel, Investments, Mutual Funds, Asset Allocation, Securities, Data Analysis, Fixed Income, Equities, Uniform Combined State..., Wealth Management, Financial Modeling, Strategic Financial..., Microsoft Office, Retirement Planning, Investment Strategies, CFA candidate
Education
Quinnipiac University 2004 — 2008
BS, Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Quinnipiac University
Bachelor of Arts
Merrill Lynch July 2014 - Present
UBS Wealth Management June 2010 - Present
JPMorgan Chase May 2013 - July 2014
UBS February 2009 - June 2010
Clever Devices November 2008 - February 2009
Northwestern Mutual August 2008 - November 2008
UBS Financial Services May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Series 7, Series 63, PowerPoint, Microsoft Excel, Investments, Mutual Funds, Asset Allocation, Securities, Data Analysis, Fixed Income, Equities, Uniform Combined State..., Wealth Management, Financial Modeling, Strategic Financial..., Microsoft Office, Retirement Planning, Investment Strategies, CFA candidate
Education
Quinnipiac University 2004 — 2008
BS, Finance
Quinnipiac University - School of Business 2004 — 2008
BS, Finance
Quinnipiac University
Bachelor of Arts
Cheryl (Kensak) Wankmueller Cheryl (Kensak) Wankmueller's Merrill Lynch Experience January 2008 - 2009
Job Technical Support/Customer Service
Industry Telecommunications
Experience
ConnectMeVoice July 2014 - Present
Merrill Lynch January 2008 - 2009
Merrill Lynch January 2007 - December 2007
Merrill Lynch January 2006 - December 2006
Merrill Lynch 2001 - 2005
Robert Wood Johnson University Hospital 1992 - 2001
Education
Ramapo College of New Jersey 1980 — 1984
Bachelors of Science
West Milford High School 1976 — 1980
ConnectMeVoice July 2014 - Present
Merrill Lynch January 2008 - 2009
Merrill Lynch January 2007 - December 2007
Merrill Lynch January 2006 - December 2006
Merrill Lynch 2001 - 2005
Robert Wood Johnson University Hospital 1992 - 2001
Education
Ramapo College of New Jersey 1980 — 1984
Bachelors of Science
West Milford High School 1976 — 1980
Trip Frazee Trip Frazee's Merrill Lynch Experience October 2006 - May 2008
Job Coldwell Banker Hartung and Noblin, Inc
Industry Real Estate
Experience
Coldwell Banker Hartung & Noblin, Inc. February 2015 - Present
CBS Collegiate Sports Properties August 2011 - January 2013
Merrill Lynch October 2006 - May 2008
Allen Mooney & Barnes May 2004 - August 2006
Tallahassee Technical Computer Centre ( T2C2) January 1995 - March 2004
Skills
Selling, Management, Sales, Team Building, Leadership, Account Management, Strategic Planning, Contract Negotiation, Customer Satisfaction, Marketing, Sports Marketing, New Business Development, Marketing Strategy, Finance, Fundraising, Proposal Writing, Operations Management, Strategy, Customer Service, Public Speaking
Education
Randolph-Macon College 1986 — 1988
Business Economics
Coldwell Banker Hartung & Noblin, Inc. February 2015 - Present
CBS Collegiate Sports Properties August 2011 - January 2013
Merrill Lynch October 2006 - May 2008
Allen Mooney & Barnes May 2004 - August 2006
Tallahassee Technical Computer Centre ( T2C2) January 1995 - March 2004
Skills
Selling, Management, Sales, Team Building, Leadership, Account Management, Strategic Planning, Contract Negotiation, Customer Satisfaction, Marketing, Sports Marketing, New Business Development, Marketing Strategy, Finance, Fundraising, Proposal Writing, Operations Management, Strategy, Customer Service, Public Speaking
Education
Randolph-Macon College 1986 — 1988
Business Economics
Christian G. Contreras., MBA Christian G. Contreras., MBA's Merrill Lynch Experience May 2001 - August 2001
Job Virtual Systems Engineer (VSE) Sales at Cisco Systems
Industry Information Technology and Services
Experience
Cisco July 2014 - Present
Cisco Systems July 2013 - July 2014
Wipro Technologies August 2011 - June 2013
Day Pitney LLP July 2008 - March 2009
UHY Advisors NE., LLC April 2005 - May 2008
Mortgage Lenders Network USA, MLN USA May 2004 - May 2005
Merrill Lynch May 2001 - August 2001
Skills
Product Management, Strategic Planning, Customer Service, Entrepreneurship, Product Marketing, Sales, Building Relationships, Management, Team Leadership, Social Networking, Business Analysis, Business Process..., Technical Documentation, Business Development, Marketing, Troubleshooting, Operations Management, Team Building, Strategic Partnerships, IT Management, Training, Analysis, Budgets, Retail, Networking, Leadership
Education
Quinnipiac University - School of Business 2006 — 2010
Masters of Business Administration, MBA
Quinnipiac University - School of Business 2000 — 2004
Bachelor of Science (B.S.), Entrepreneurial and Small Business Operations
Quinnipiac University - School of Business 2000 — 2004
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Cisco July 2014 - Present
Cisco Systems July 2013 - July 2014
Wipro Technologies August 2011 - June 2013
Day Pitney LLP July 2008 - March 2009
UHY Advisors NE., LLC April 2005 - May 2008
Mortgage Lenders Network USA, MLN USA May 2004 - May 2005
Merrill Lynch May 2001 - August 2001
Skills
Product Management, Strategic Planning, Customer Service, Entrepreneurship, Product Marketing, Sales, Building Relationships, Management, Team Leadership, Social Networking, Business Analysis, Business Process..., Technical Documentation, Business Development, Marketing, Troubleshooting, Operations Management, Team Building, Strategic Partnerships, IT Management, Training, Analysis, Budgets, Retail, Networking, Leadership
Education
Quinnipiac University - School of Business 2006 — 2010
Masters of Business Administration, MBA
Quinnipiac University - School of Business 2000 — 2004
Bachelor of Science (B.S.), Entrepreneurial and Small Business Operations
Quinnipiac University - School of Business 2000 — 2004
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Ryan Klimkowski's Merrill Lynch Experience June 2006 - October 2008
Job JP Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Deutsche Bank February 2009 - Present
Merrill Lynch June 2006 - October 2008
Brown Brothers Harriman June 2004 - June 2006
BNY Mellon February 2003 - March 2006
Skills
Asset Management, Banking, Bloomberg, Derivatives, Capital Markets, Equities, Fixed Income, Investment Banking, Microsoft Excel, Securities, Trading, FX Options, Financial Services, Hedge Funds, Microsoft Office
Education
Regis University 2009 — 2012
Mba, Business
Quinnipiac University 1998 — 2002
Bachelors, Marketing
J.P. Morgan June 2015 - Present
Deutsche Bank February 2009 - Present
Merrill Lynch June 2006 - October 2008
Brown Brothers Harriman June 2004 - June 2006
BNY Mellon February 2003 - March 2006
Skills
Asset Management, Banking, Bloomberg, Derivatives, Capital Markets, Equities, Fixed Income, Investment Banking, Microsoft Excel, Securities, Trading, FX Options, Financial Services, Hedge Funds, Microsoft Office
Education
Regis University 2009 — 2012
Mba, Business
Quinnipiac University 1998 — 2002
Bachelors, Marketing
Robert Logozio Robert Logozio's Merrill Lynch Experience June 2012 - August 2012
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors October 2013 - Present
Morgan Stanley Wealth Management October 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Team Electric Corporation May 2008 - August 2011
Quinnipiac University September 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Time Management, Access, Outlook, Customer Service, Public Speaking, Leadership, Financial Analysis, Data Analysis, Market Research, Analysis, Teamwork, Life Insurance, Retirement, Retirement Planning, Risk Management, Investments, Insurance, Fixed Annuities, Securities, Financial Advisory, Estate Planning, Strategic Financial..., Asset Management, Financial Modeling, Portfolio Management
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Finance
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance
University of Westminster 2011 — 2011
Bachelor of Science (BS), Finance and Financial Management Services
AXA Advisors October 2013 - Present
Morgan Stanley Wealth Management October 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Team Electric Corporation May 2008 - August 2011
Quinnipiac University September 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Time Management, Access, Outlook, Customer Service, Public Speaking, Leadership, Financial Analysis, Data Analysis, Market Research, Analysis, Teamwork, Life Insurance, Retirement, Retirement Planning, Risk Management, Investments, Insurance, Fixed Annuities, Securities, Financial Advisory, Estate Planning, Strategic Financial..., Asset Management, Financial Modeling, Portfolio Management
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Finance
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance
University of Westminster 2011 — 2011
Bachelor of Science (BS), Finance and Financial Management Services
Anthony DiMinno Anthony DiMinno's Merrill Lynch Experience June 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch August 2014 - May 2015
Terrie O'Connor Realtors September 2013 - May 2014
Hawthorne Movie Theater May 2010 - May 2014
Ramapo College of New Jersey October 2012 - January 2013
Skills
Facebook, Microsoft Excel, Microsoft Word, People Skills, Social Media, Customer Service, Customer Satisfaction, Microsoft Office, Computers, PowerPoint, Web 2.0, Twitter, Telephone Skills, Data Entry, Leadership, Customer Engagement, Disciplinary Action, Marketing, Targeted Selection..., Employee Training, Personnel Selection, Teamwork, Public Speaking, Time Management
Education
Ramapo College of New Jersey 2011 — 2015
Bachelor’s Degree, Business Administration and Management
Merrill Lynch June 2015 - Present
Merrill Lynch August 2014 - May 2015
Terrie O'Connor Realtors September 2013 - May 2014
Hawthorne Movie Theater May 2010 - May 2014
Ramapo College of New Jersey October 2012 - January 2013
Skills
Facebook, Microsoft Excel, Microsoft Word, People Skills, Social Media, Customer Service, Customer Satisfaction, Microsoft Office, Computers, PowerPoint, Web 2.0, Twitter, Telephone Skills, Data Entry, Leadership, Customer Engagement, Disciplinary Action, Marketing, Targeted Selection..., Employee Training, Personnel Selection, Teamwork, Public Speaking, Time Management
Education
Ramapo College of New Jersey 2011 — 2015
Bachelor’s Degree, Business Administration and Management
Arno Casey Arno Casey's Merrill Lynch Experience May 2006 - September 2011
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Capco February 2013 - December 2014
ING U.S. July 2012 - February 2013
BANK OF MONTREAL CAPITAL MARKETS (HOLDINGS) LIMITED February 2012 - July 2012
Merrill Lynch May 2006 - September 2011
Fimat USA November 2001 - May 2006
New York Board of Trade 2001 - 2001
Skills
Electronic Trading, Hedge Funds, Middle Office, Options, FX Options, Investment Banking, Bloomberg, Risk Management, Business Analysis, Order Management, Commodity, Investments, Finance, Financial Markets, Financial Services, CDS, Derivatives
Education
Fairleigh Dickinson University 2000 — 2003
Masters, Computer Science
Ramapo College of New Jersey
Bachelor of Science (B.S.), Accounting and Finance
Credit Suisse January 2015 - Present
Capco February 2013 - December 2014
ING U.S. July 2012 - February 2013
BANK OF MONTREAL CAPITAL MARKETS (HOLDINGS) LIMITED February 2012 - July 2012
Merrill Lynch May 2006 - September 2011
Fimat USA November 2001 - May 2006
New York Board of Trade 2001 - 2001
Skills
Electronic Trading, Hedge Funds, Middle Office, Options, FX Options, Investment Banking, Bloomberg, Risk Management, Business Analysis, Order Management, Commodity, Investments, Finance, Financial Markets, Financial Services, CDS, Derivatives
Education
Fairleigh Dickinson University 2000 — 2003
Masters, Computer Science
Ramapo College of New Jersey
Bachelor of Science (B.S.), Accounting and Finance
Joe Carbone Joe Carbone's Merrill Lynch Experience January 2001 - December 2002
Job Director at Michael Page U.S.
Industry Staffing and Recruiting
Experience
Michael Page October 2007 - September 2015
Wealth Advisory Group LLC August 2005 - October 2007
New York Life Insurance Company January 2003 - August 2005
Merrill Lynch January 2001 - December 2002
Skills
Contract Negotiation, Permanent and Contract..., Career Development..., Budget Analysis, Time Management, Identifying Talent, Business Process..., Contract Recruitment, Talent Management, Budgets, Executive Search, Recruiting, Strategy, Governance, Banking, Financial Services, Management, Benefits Negotiation, Human Resources, Program Management, Project Management, Finance, Business Analysis, Sales, Applicant Tracking..., Consulting, Sourcing, Risk Management, Technical Recruiting, College Recruiting, Professional Services, Portfolio Management, Leadership, CRM, Internal Audit, Recruitment Advertising, Information Technology, Temporary Staffing, Executive Management, Staffing Services, Business Development, Permanent Placement, Temporary Placement, Talent Acquisition, Investment Banking, Search, Screening Resumes
Education
Manhattan College 1999 — 2002
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Quinnipiac University 1998 — 1999
Bishop Hendricken 1994 — 1998
Michael Page October 2007 - September 2015
Wealth Advisory Group LLC August 2005 - October 2007
New York Life Insurance Company January 2003 - August 2005
Merrill Lynch January 2001 - December 2002
Skills
Contract Negotiation, Permanent and Contract..., Career Development..., Budget Analysis, Time Management, Identifying Talent, Business Process..., Contract Recruitment, Talent Management, Budgets, Executive Search, Recruiting, Strategy, Governance, Banking, Financial Services, Management, Benefits Negotiation, Human Resources, Program Management, Project Management, Finance, Business Analysis, Sales, Applicant Tracking..., Consulting, Sourcing, Risk Management, Technical Recruiting, College Recruiting, Professional Services, Portfolio Management, Leadership, CRM, Internal Audit, Recruitment Advertising, Information Technology, Temporary Staffing, Executive Management, Staffing Services, Business Development, Permanent Placement, Temporary Placement, Talent Acquisition, Investment Banking, Search, Screening Resumes
Education
Manhattan College 1999 — 2002
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Quinnipiac University 1998 — 1999
Bishop Hendricken 1994 — 1998
Barbara Carbone Barbara Carbone's Merrill Lynch Experience 1993 - 1995
Job Coordinator of ONSITE Employee Wellness Programs at InterState Diagnostic
Industry Health, Wellness and Fitness
Experience
Inter-State Diagnostic March 1995 - Present
Morgan Stanley Smith Barney 2007 - 2012
UBS 2005 - 2007
AriZona Iced Tea September 1995 - September 2000
Merrill Lynch 1993 - 1995
Skills
Employee Wellness..., On-site Services, Project Coordination, Customer Service, Team Building, Coaching, Strategic Planning, Social Networking, Marketing Strategy, Wellness, Marketing, Lifestyle, Management, Training, Nutritional Counseling, Organizational..., Leadership Development
Education
Quinnipiac University 1989 — 1993
Bachelor of Science (BS), International Business
Huntington high school
Inter-State Diagnostic March 1995 - Present
Morgan Stanley Smith Barney 2007 - 2012
UBS 2005 - 2007
AriZona Iced Tea September 1995 - September 2000
Merrill Lynch 1993 - 1995
Skills
Employee Wellness..., On-site Services, Project Coordination, Customer Service, Team Building, Coaching, Strategic Planning, Social Networking, Marketing Strategy, Wellness, Marketing, Lifestyle, Management, Training, Nutritional Counseling, Organizational..., Leadership Development
Education
Quinnipiac University 1989 — 1993
Bachelor of Science (BS), International Business
Huntington high school
Robert Casey's Merrill Lynch Experience April 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Bank of America January 2011 - April 2014
Independant Personal Trainer May 2010 - February 2012
Summit Financial Resources, Inc. May 2009 - September 2009
Skills
Banking, Credit, Commercial Banking, Loans, Cash Management, Financial Analysis, Credit Analysis, Mortgage Lending, Retail Banking, Financial Modeling, Portfolio Management, Strategic Financial..., Commercial Lending, Fixed Income, Capital Markets, Accounting, Credit Risk, Finance, Financial Services, Investment Banking, Treasury Management, Equities, Investments
Education
Ramapo College of New Jersey 2011 — 2013
Bachelor's degree, Accounting and Finance, Senior
County College of Morris 2007 — 2010
Exercise Science
Hopatcong High School 2003 — 2007
Merrill Lynch April 2014 - Present
Bank of America January 2011 - April 2014
Independant Personal Trainer May 2010 - February 2012
Summit Financial Resources, Inc. May 2009 - September 2009
Skills
Banking, Credit, Commercial Banking, Loans, Cash Management, Financial Analysis, Credit Analysis, Mortgage Lending, Retail Banking, Financial Modeling, Portfolio Management, Strategic Financial..., Commercial Lending, Fixed Income, Capital Markets, Accounting, Credit Risk, Finance, Financial Services, Investment Banking, Treasury Management, Equities, Investments
Education
Ramapo College of New Jersey 2011 — 2013
Bachelor's degree, Accounting and Finance, Senior
County College of Morris 2007 — 2010
Exercise Science
Hopatcong High School 2003 — 2007
Abigail Blake Abigail Blake's Merrill Lynch Experience June 2012 - August 2012
Job Student at Quinnipiac University School of Business
Industry
Experience
Course Hero, Inc. December 2013 - Present
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Facebook, Social Media, Time Management, Outlook, Social Networking
Education
Quinnipiac University - School of Business 2012 — 2016
Bachelor of Science (B.S.), International Business
Dennis-Yarmouth Regional High School 2008 — 2012
Course Hero, Inc. December 2013 - Present
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Facebook, Social Media, Time Management, Outlook, Social Networking
Education
Quinnipiac University - School of Business 2012 — 2016
Bachelor of Science (B.S.), International Business
Dennis-Yarmouth Regional High School 2008 — 2012
Morgan Crystal Morgan Crystal's Merrill Lynch Experience July 2012 - August 2012
Job Senior Analyst at Coach
Industry Retail
Experience
Coach March 2015 - Present
Coach September 2013 - March 2015
Coach June 2013 - August 2013
Merrill Lynch July 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Finance, Facebook, PowerPoint, Microsoft Office, Teamwork, Bloomberg, Financial Modeling, Analysis, Asset Allocation, Capital IQ, Financial Analysis, Time Management, Access, Microsoft Exchange, Flex PLM, Microsoft Excel, Microsoft Word, Morningstar, Salesforce.com, SAP, Essbase, JDA
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Ridgefield High School 2005 — 2009
Coach March 2015 - Present
Coach September 2013 - March 2015
Coach June 2013 - August 2013
Merrill Lynch July 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Finance, Facebook, PowerPoint, Microsoft Office, Teamwork, Bloomberg, Financial Modeling, Analysis, Asset Allocation, Capital IQ, Financial Analysis, Time Management, Access, Microsoft Exchange, Flex PLM, Microsoft Excel, Microsoft Word, Morningstar, Salesforce.com, SAP, Essbase, JDA
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Ridgefield High School 2005 — 2009
Nicholas Calabrase Nicholas Calabrase's Merrill Lynch Experience May 2013 - August 2013
Job Implementation/Customer Relations at Clickpay, A Division of NovelPay LLC
Industry Financial Services
Experience
ClickPay, a Division of NovelPay, LLC March 2014 - Present
Kings Super Markets September 2009 - May 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Customer Service, Excel, Word, Team Management, Time Management, Responsibility, Microsoft Excel, Microsoft Word, Analysis, Retail, Leadership, Forecasting, Finance
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor's Degree, Finance, General, 3.77
ClickPay, a Division of NovelPay, LLC March 2014 - Present
Kings Super Markets September 2009 - May 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Customer Service, Excel, Word, Team Management, Time Management, Responsibility, Microsoft Excel, Microsoft Word, Analysis, Retail, Leadership, Forecasting, Finance
Education
Ramapo College of New Jersey 2010 — 2014
Bachelor's Degree, Finance, General, 3.77
Wendy Penman's Merrill Lynch Experience May 2005 - August 2005
Job Senior Tax Accountant Tax Research at Dominion
Industry Accounting
Experience
Dominion December 2014 - Present
PwC July 2013 - November 2014
PwC December 2010 - June 2013
PwC July 2010 - November 2010
PricewaterhouseCoopers July 2008 - June 2010
Rider University Student Financial Services May 2007 - June 2008
Rider University Swimming and Diving Team September 2004 - August 2007
PricewaterhouseCoopers June 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Tax, Corporate Tax, CPA, Accounting, Auditing, Income Tax, Tax Research, Financial Statements, GAAP, Mergers & Acquisitions, Tax Accounting, Forensic Accounting, Sarbanes-Oxley Act, Leadership, Financial Reporting, Tax Law, Microsoft Excel, US GAAP, FIN 48, Analytical Skills, Highly detail oriented, People-oriented, Self-starter, Tax Preparation, General Ledger, OneSource, Hyperion Enterprise, GoSystems, Resourceful..., Project Management, Client Relations Skills, Client Development, Vlookup, Staff Development, Coaching Staff
Education
Rider University 2007 — 2008
Master's
Rider University 2004 — 2007
Bachelors of Science
Quinnipiac University 2003 — 2004
NA
Dominion December 2014 - Present
PwC July 2013 - November 2014
PwC December 2010 - June 2013
PwC July 2010 - November 2010
PricewaterhouseCoopers July 2008 - June 2010
Rider University Student Financial Services May 2007 - June 2008
Rider University Swimming and Diving Team September 2004 - August 2007
PricewaterhouseCoopers June 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Tax, Corporate Tax, CPA, Accounting, Auditing, Income Tax, Tax Research, Financial Statements, GAAP, Mergers & Acquisitions, Tax Accounting, Forensic Accounting, Sarbanes-Oxley Act, Leadership, Financial Reporting, Tax Law, Microsoft Excel, US GAAP, FIN 48, Analytical Skills, Highly detail oriented, People-oriented, Self-starter, Tax Preparation, General Ledger, OneSource, Hyperion Enterprise, GoSystems, Resourceful..., Project Management, Client Relations Skills, Client Development, Vlookup, Staff Development, Coaching Staff
Education
Rider University 2007 — 2008
Master's
Rider University 2004 — 2007
Bachelors of Science
Quinnipiac University 2003 — 2004
NA
Cristina (Arduini) Moalli Cristina (Arduini) Moalli's Merrill Lynch Experience September 2007 - January 2012
Job Director of Defined Contribution Plans at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) January 2014 - Present
Beirne Wealth Consulting (BWC) January 2012 - Present
Merrill Lynch September 2007 - January 2012
Skills
Management, 401k
Education
Quinnipiac University 2003 — 2007
Bachelor's Degree, Business
Beirne Wealth Consulting (BWC) January 2014 - Present
Beirne Wealth Consulting (BWC) January 2012 - Present
Merrill Lynch September 2007 - January 2012
Skills
Management, 401k
Education
Quinnipiac University 2003 — 2007
Bachelor's Degree, Business
Michal Plonski's Merrill Lynch Experience 2014 - 2014
Job Managment /Sales
Industry Management Consulting
Experience
Merrill Lynch 2014 - 2014
Power Wellness 2000 - April 2013
Skills
Team Management, Team Leadership, Accounting, Quality Control, Sales, Community Outreach, Consulting, Coaching, Cross-functional Team..., Human Resources, Management, Project Management, Start-ups, Strategic Planning
Education
Ramapo College of NJ 1996 — 2000
Business Administration and Management, General
High school in Poland 1992 — 1996
English studies
Merrill Lynch 2014 - 2014
Power Wellness 2000 - April 2013
Skills
Team Management, Team Leadership, Accounting, Quality Control, Sales, Community Outreach, Consulting, Coaching, Cross-functional Team..., Human Resources, Management, Project Management, Start-ups, Strategic Planning
Education
Ramapo College of NJ 1996 — 2000
Business Administration and Management, General
High school in Poland 1992 — 1996
English studies
Anthony Darakjy Anthony Darakjy's Merrill Lynch Experience June 2013 - May 2014
Job Transactional Advisory Services Associate at Ernst & Young
Industry Accounting
Experience
EY July 2015 - Present
EY June 2014 - August 2014
Merrill Lynch June 2013 - May 2014
AEGIS Insurance Services January 2013 - August 2013
Skills
Team Leadership, Organization, Event Planning, Time Management, Stock Market, Teamwork, Leadership, Fundraising, Customer Service, Finance, Microsoft Excel, Analysis, PowerPoint, Financial Reporting, Public Speaking, Accounting, Microsoft Word
Education
Ramapo College of New Jersey 2011 — 2015
Bachelor of Science (B.S.), Accounting, Finance, and Minor: International Business, Junior
EY July 2015 - Present
EY June 2014 - August 2014
Merrill Lynch June 2013 - May 2014
AEGIS Insurance Services January 2013 - August 2013
Skills
Team Leadership, Organization, Event Planning, Time Management, Stock Market, Teamwork, Leadership, Fundraising, Customer Service, Finance, Microsoft Excel, Analysis, PowerPoint, Financial Reporting, Public Speaking, Accounting, Microsoft Word
Education
Ramapo College of New Jersey 2011 — 2015
Bachelor of Science (B.S.), Accounting, Finance, and Minor: International Business, Junior
Lindsey Weisman Lindsey Weisman's Merrill Lynch Experience March 2007 - May 2010
Job Human Resources Professional
Industry Human Resources
Experience
Indianapolis, IN May 2010 - Present
Merrill Lynch March 2007 - May 2010
Education
Radford University 1997 — 2001
BBA, Business Management
Indianapolis, IN May 2010 - Present
Merrill Lynch March 2007 - May 2010
Education
Radford University 1997 — 2001
BBA, Business Management
Edmund Hickey Edmund Hickey's Merrill Lynch Experience January 2004 - October 2005
Job Reconciliation Analyst at State Street
Industry Financial Services
Experience
State Street June 2011 - Present
JP Morgan Chase October 2010 - December 2010
Brown Brothers Harriman March 2007 - March 2010
Pepsi Bottling Group November 2005 - November 2006
Merrill Lynch January 2004 - October 2005
Citizens Bank June 2000 - December 2003
State Street Global Advisors January 2000 - June 2000
Education
Harvard University Extension School 2000 — 2000
Accounting
Quinnipiac University 1995 — 2000
B.S, Economics
State Street June 2011 - Present
JP Morgan Chase October 2010 - December 2010
Brown Brothers Harriman March 2007 - March 2010
Pepsi Bottling Group November 2005 - November 2006
Merrill Lynch January 2004 - October 2005
Citizens Bank June 2000 - December 2003
State Street Global Advisors January 2000 - June 2000
Education
Harvard University Extension School 2000 — 2000
Accounting
Quinnipiac University 1995 — 2000
B.S, Economics
Kendrick Junerto Lay Kendrick Junerto Lay's Merrill Lynch Experience June 2011 - August 2011
Job Entrepreneur
Industry Internet
Experience
Evercoss Indonesia June 2014 - August 2014
The Juice Laundry January 2014 - May 2014
Endeavor Indonesia June 2013 - August 2013
Merrill Lynch June 2011 - August 2011
SME Trade Finance Assist December 2009 - August 2010
Skills
Entrepreneurship, E-commerce, Digital Marketing, Data Analytics, Mobile Application..., Marketing Strategy, Market Research, Start-ups, iOS Development, Android Development, Web Analytics, Text Analytics, Sales, Finance, Negotiation, SEO, Java, PHP, C++, Python, MySQL, Database Design, Rapid Prototyping, Project Management, Team Leadership, Web Content Optimization, Web Design, Web Development, Equity Trading, Photography, A/B Testing, Paid Search Campaigns, Organic Search, Artificial Intelligence, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Virginia 2010 — 2014
Bachelor's Degree, Computer Science
Raffles Junior College 2008 — 2009
GCE A Levels, Economics, Mathematics, Physics, Chemistry
Raffles Institution 2004 — 2007
High School
Evercoss Indonesia June 2014 - August 2014
The Juice Laundry January 2014 - May 2014
Endeavor Indonesia June 2013 - August 2013
Merrill Lynch June 2011 - August 2011
SME Trade Finance Assist December 2009 - August 2010
Skills
Entrepreneurship, E-commerce, Digital Marketing, Data Analytics, Mobile Application..., Marketing Strategy, Market Research, Start-ups, iOS Development, Android Development, Web Analytics, Text Analytics, Sales, Finance, Negotiation, SEO, Java, PHP, C++, Python, MySQL, Database Design, Rapid Prototyping, Project Management, Team Leadership, Web Content Optimization, Web Design, Web Development, Equity Trading, Photography, A/B Testing, Paid Search Campaigns, Organic Search, Artificial Intelligence, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Virginia 2010 — 2014
Bachelor's Degree, Computer Science
Raffles Junior College 2008 — 2009
GCE A Levels, Economics, Mathematics, Physics, Chemistry
Raffles Institution 2004 — 2007
High School
Jacob Leddy's Merrill Lynch Experience October 2014 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
T3 Trading Group, LLC August 2012 - August 2014
S.H.L. Lacrosse Co. June 2008 - May 2012
Skills
Technical Analysis, ETFs, Equities, Trading, Investments, Hedge Funds, Financial Markets, Equity Trading, Trading Systems, Capital Markets, Portfolio Management, Fixed Income, Derivatives, Investment Strategies, Commodity, Asset Management, Bloomberg, Electronic Trading, Risk Management, Lightspeed
Education
Randolph-Macon College 2008 — 2012
Bachelor of Arts (B.A.), Economics / Business
Merrill Lynch October 2014 - Present
T3 Trading Group, LLC August 2012 - August 2014
S.H.L. Lacrosse Co. June 2008 - May 2012
Skills
Technical Analysis, ETFs, Equities, Trading, Investments, Hedge Funds, Financial Markets, Equity Trading, Trading Systems, Capital Markets, Portfolio Management, Fixed Income, Derivatives, Investment Strategies, Commodity, Asset Management, Bloomberg, Electronic Trading, Risk Management, Lightspeed
Education
Randolph-Macon College 2008 — 2012
Bachelor of Arts (B.A.), Economics / Business
Annie Stiles, CFP, ChFC, CRPC Annie Stiles, CFP, ChFC, CRPC's Merrill Lynch Experience January 1980 - December 2010
Job Vice President of Financial Planning Cantor Fitzgerald Wealth Partners
Industry Financial Services
Experience
Cantor Fitzgerald Wealth Partners July 2012 - Present
Raritan Valley Community College January 2004 - Present
Prestige Wealth Management Group June 2011 - July 2012
Merrill Lynch January 1980 - December 2010
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Finance, Analysis, Retirement Planning, Financial Planners, Personal Finance, Financial Planning, Asset Allocation, Retirement, Asset Management, Financial Analysis
Education
The American College
Masters, Financial Services
Raritan Valley Community College
West Chester University
B.S. degree, Business Management
Cantor Fitzgerald Wealth Partners July 2012 - Present
Raritan Valley Community College January 2004 - Present
Prestige Wealth Management Group June 2011 - July 2012
Merrill Lynch January 1980 - December 2010
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Finance, Analysis, Retirement Planning, Financial Planners, Personal Finance, Financial Planning, Asset Allocation, Retirement, Asset Management, Financial Analysis
Education
The American College
Masters, Financial Services
Raritan Valley Community College
West Chester University
B.S. degree, Business Management
Eric Graf Eric Graf's Merrill Lynch Experience June 2012 - July 2012
Job Square Risk Operations
Industry Financial Services
Experience
Square January 2014 - Present
Merrill Lynch June 2012 - July 2012
BayPort Credit Union June 2011 - August 2011
Skills
Finance, Microsoft Excel, Financial Modeling, Cash Management, Financial Analysis, Strategic Financial..., Investments, Banking, Bloomberg
Education
Radford University 2009 — 2013
Bachelor of Arts (B.A.), Finance, General
Radford University - College of Business and Economics 2009 — 2013
Bachelor of Arts (B.A.), Finance, General
Square January 2014 - Present
Merrill Lynch June 2012 - July 2012
BayPort Credit Union June 2011 - August 2011
Skills
Finance, Microsoft Excel, Financial Modeling, Cash Management, Financial Analysis, Strategic Financial..., Investments, Banking, Bloomberg
Education
Radford University 2009 — 2013
Bachelor of Arts (B.A.), Finance, General
Radford University - College of Business and Economics 2009 — 2013
Bachelor of Arts (B.A.), Finance, General
Felix R Serrano JD CFP® AIF® Felix R Serrano JD CFP® AIF®'s Merrill Lynch Experience May 2000 - October 2009
Job President of Guidelight Financial
Industry Financial Services
Experience
Guidelight Financial 2011 - Present
Norwalk Redevelopment Agency November 2004 - Present
Westport Resources Investment Services October 2009 - May 2013
Merrill Lynch May 2000 - October 2009
Skills
Wealth Management..., Retirement Planning, Investments, 401k, Strategic Financial..., Comprehensive Wealth..., Wealth Preservation...
Education
Quinnipiac University School of Law 1995 — 1998
JD, Law
University of Bridgeport 1990 — 1994
BA, Political Science
Guidelight Financial 2011 - Present
Norwalk Redevelopment Agency November 2004 - Present
Westport Resources Investment Services October 2009 - May 2013
Merrill Lynch May 2000 - October 2009
Skills
Wealth Management..., Retirement Planning, Investments, 401k, Strategic Financial..., Comprehensive Wealth..., Wealth Preservation...
Education
Quinnipiac University School of Law 1995 — 1998
JD, Law
University of Bridgeport 1990 — 1994
BA, Political Science
Tom Sgammato's Merrill Lynch Experience February 2015 - Present
Job Customer Service Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Merrill Lynch July 2010 - January 2015
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science, Finance
Merrill Lynch February 2015 - Present
Merrill Lynch July 2010 - January 2015
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science, Finance
Daniel DiMartino Daniel DiMartino's Merrill Lynch Experience November 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Dominick & Dominick LLC March 2011 - November 2012
Ultra Media Solutions October 2010 - March 2011
Junket Productions Inc January 2009 - March 2011
Pearson North America July 2010 - October 2010
Scholastic Inc December 2009 - March 2010
Skills
Excel, PowerPoint, Word, Photoshop, Final Cut Pro, Premiere, Social Media, Microsoft Office
Education
Quinnipiac University 2004 — 2008
BA, Media Production
Merrill Lynch November 2012 - Present
Dominick & Dominick LLC March 2011 - November 2012
Ultra Media Solutions October 2010 - March 2011
Junket Productions Inc January 2009 - March 2011
Pearson North America July 2010 - October 2010
Scholastic Inc December 2009 - March 2010
Skills
Excel, PowerPoint, Word, Photoshop, Final Cut Pro, Premiere, Social Media, Microsoft Office
Education
Quinnipiac University 2004 — 2008
BA, Media Production
Anthony DeTurris, CRPC® Anthony DeTurris, CRPC®'s Merrill Lynch Experience June 2012 - April 2013
Job Vice President, Financial Wellness Specialist, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch April 2013 - Present
Merrill Lynch June 2012 - April 2013
JPMorgan Chase January 2011 - June 2012
LA Fitness May 2010 - January 2011
Town of Smithtown: Department of Public Safety May 2008 - August 2009
MTV Networks 2009 - 2009
Washington Mutual June 2005 - January 2008
Skills
Series 7, Series 6, Series 66, Series 63, Licensed Life & Health..., NMLS Registered, Investments, Mutual Funds, Retirement Planning, Wealth Management, Fixed Income, Insurance, Equities, Investment Strategies, Life Insurance, Investment Advisory, Bonds, Retirement, 401k, IRAs, Certified Special Needs..., 401k Rollovers, Finance, Financial Services, Portfolio Management
Education
Quinnipiac University 2006 — 2010
Bachelor of Science, International Business
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch April 2013 - Present
Merrill Lynch June 2012 - April 2013
JPMorgan Chase January 2011 - June 2012
LA Fitness May 2010 - January 2011
Town of Smithtown: Department of Public Safety May 2008 - August 2009
MTV Networks 2009 - 2009
Washington Mutual June 2005 - January 2008
Skills
Series 7, Series 6, Series 66, Series 63, Licensed Life & Health..., NMLS Registered, Investments, Mutual Funds, Retirement Planning, Wealth Management, Fixed Income, Insurance, Equities, Investment Strategies, Life Insurance, Investment Advisory, Bonds, Retirement, 401k, IRAs, Certified Special Needs..., 401k Rollovers, Finance, Financial Services, Portfolio Management
Education
Quinnipiac University 2006 — 2010
Bachelor of Science, International Business
Rita Sanyal Rita Sanyal's Merrill Lynch Experience January 2003 - February 2006
Job IT Portfolio Manager at McKinsey & Company
Industry Computer Software
Experience
McKinsey & Company February 2015 - Present
RS Management Consultants, inc January 2010 - Present
Morgan Stanley January 2011 - January 2015
Quest Diagnostics March 2006 - January 2011
Merrill Lynch January 2003 - February 2006
AT&T 1997 - 2003
AIG 1996 - 1997
Skills
Vendor Management, SDLC, ITIL, Business Analysis, Program Management, Telecommunications, Requirements Analysis, Service Delivery, Integration, Solution Architecture, IT Strategy, Business Process, Software Project..., Project Portfolio..., Outsourcing, Software Development, Project Management, Agile Methodologies, Process Improvement, Software Documentation, Information Technology, PMO, Management, Resource Management, Consulting, Testing, CRM
Education
Ranchi University 1987 — 1990
Master of Business Administration (M.B.A.), Finance and Financial Management Services, A
McKinsey & Company February 2015 - Present
RS Management Consultants, inc January 2010 - Present
Morgan Stanley January 2011 - January 2015
Quest Diagnostics March 2006 - January 2011
Merrill Lynch January 2003 - February 2006
AT&T 1997 - 2003
AIG 1996 - 1997
Skills
Vendor Management, SDLC, ITIL, Business Analysis, Program Management, Telecommunications, Requirements Analysis, Service Delivery, Integration, Solution Architecture, IT Strategy, Business Process, Software Project..., Project Portfolio..., Outsourcing, Software Development, Project Management, Agile Methodologies, Process Improvement, Software Documentation, Information Technology, PMO, Management, Resource Management, Consulting, Testing, CRM
Education
Ranchi University 1987 — 1990
Master of Business Administration (M.B.A.), Finance and Financial Management Services, A
Allen Brooks Allen Brooks's Merrill Lynch Experience May 2010 - January 2013
Job Financial Advisor Edward Jones Investments
Industry Financial Services
Experience
Edward Jones November 2013 - Present
PNC Investments January 2013 - November 2013
Merrill Lynch May 2010 - January 2013
Skills
Retirement Plan..., Fixed-income Investments, Business Retirement..., Education Savings, Edward Jones Advisory, Individual Retirement..., Mutual Funds, Insurance, Estate and Trust...
Education
Radford University 1988 — 1989
Undergraduate Studies, Business
Edward Jones November 2013 - Present
PNC Investments January 2013 - November 2013
Merrill Lynch May 2010 - January 2013
Skills
Retirement Plan..., Fixed-income Investments, Business Retirement..., Education Savings, Edward Jones Advisory, Individual Retirement..., Mutual Funds, Insurance, Estate and Trust...
Education
Radford University 1988 — 1989
Undergraduate Studies, Business
Dawn Whitehurst Dawn Whitehurst's Merrill Lynch Experience December 2007 - March 2008
Job Summit Board of Education
Industry Education Management
Experience
Bloomberg LP April 2012 - May 2013
LexisNexis June 2008 - December 2011
Merrill Lynch December 2007 - March 2008
UBS Financial Services Inc May 2006 - May 2007
Fitch Ratings July 2001 - November 2005
Navisys April 1999 - June 2001
Skills
SDLC, Business Analysis, Visio, Microsoft Office, Project Management, Microsoft Excel, Management, Strategic Planning, Customer Service, PowerPoint, Editing, Recruiting, Performance Management, Test Planning, Testing, Quality Center, Leadership, Quality Assurance, Coaching, Training, SharePoint, Analysis, Databases, Business Process, Program Management, Regression Testing
Education
Ramapo College of New Jersey 2015 — 2017
Master's Educational Technology
Farleigh Dickinson University 1990 — 1994
Bachelor of Arts, Sociology
Fairleigh Dickinson University-Metropolitan Campus
Bachelor of Arts (B.A.), Sociology
Bloomberg LP April 2012 - May 2013
LexisNexis June 2008 - December 2011
Merrill Lynch December 2007 - March 2008
UBS Financial Services Inc May 2006 - May 2007
Fitch Ratings July 2001 - November 2005
Navisys April 1999 - June 2001
Skills
SDLC, Business Analysis, Visio, Microsoft Office, Project Management, Microsoft Excel, Management, Strategic Planning, Customer Service, PowerPoint, Editing, Recruiting, Performance Management, Test Planning, Testing, Quality Center, Leadership, Quality Assurance, Coaching, Training, SharePoint, Analysis, Databases, Business Process, Program Management, Regression Testing
Education
Ramapo College of New Jersey 2015 — 2017
Master's Educational Technology
Farleigh Dickinson University 1990 — 1994
Bachelor of Arts, Sociology
Fairleigh Dickinson University-Metropolitan Campus
Bachelor of Arts (B.A.), Sociology
Nick Uva Nick Uva's Merrill Lynch Experience May 1999 - November 2001
Job Senior National Key Accounts Manager at Boehringer Ingelheim
Industry Veterinary
Experience
Boehringer Ingelheim Vetmedica January 2015 - Present
Boehringer Ingelheim Vetmedica January 2013 - January 2015
Boehringer Ingelheim Vetmedica May 2010 - January 2013
Bristol-Myers Squibb August 2002 - May 2010
Entrees Made Easy 2006 - 2008
ViroPharma, Inc November 2001 - August 2002
Merrill Lynch May 1999 - November 2001
Merrill Lynch April 1997 - May 1999
Skills
Cardiology, Endocrinology, Allergy, Sales Operations, Sales, Marketing, Pharmaceutical Sales, Management, Pharmaceutical Industry, Advertising, Managed Care, Neurology, Account Management, Business Networking, Territory Account...
Education
University of Miami 2003 — 2005
Master of Business Administration (M.B.A.), International Management & Marketing
Univerzitní v Praha (Prague College) 2005 — 2005
Certification in International Marketing, International Marketing & Global Entrepreneurship
Ramapo College of New Jersey 1995 — 1999
BA, Finance
Mahwah High School 1991 — 1995
High School, Mahwah High School
Boehringer Ingelheim Vetmedica January 2015 - Present
Boehringer Ingelheim Vetmedica January 2013 - January 2015
Boehringer Ingelheim Vetmedica May 2010 - January 2013
Bristol-Myers Squibb August 2002 - May 2010
Entrees Made Easy 2006 - 2008
ViroPharma, Inc November 2001 - August 2002
Merrill Lynch May 1999 - November 2001
Merrill Lynch April 1997 - May 1999
Skills
Cardiology, Endocrinology, Allergy, Sales Operations, Sales, Marketing, Pharmaceutical Sales, Management, Pharmaceutical Industry, Advertising, Managed Care, Neurology, Account Management, Business Networking, Territory Account...
Education
University of Miami 2003 — 2005
Master of Business Administration (M.B.A.), International Management & Marketing
Univerzitní v Praha (Prague College) 2005 — 2005
Certification in International Marketing, International Marketing & Global Entrepreneurship
Ramapo College of New Jersey 1995 — 1999
BA, Finance
Mahwah High School 1991 — 1995
High School, Mahwah High School
Sarath Babu Nagabhirava Sarath Babu Nagabhirava's Merrill Lynch Experience 2007 - 2007
Job
Industry Information Technology and Services
Experience
TD June 2015 - Present
RBC July 2009 - June 2015
FxAll September 2007 - July 2009
i-flex Solutions Ltd November 2000 - March 2007
Merrill Lynch 2007 - 2007
Patni Computer Services May 2000 - September 2000
IMR December 1997 - May 2000
SpradecoM electrocontrols 1997 - 1997
Skills
Quality Center, SDLC, SWIFT messaging, Trading Systems, Software Quality..., QTP, Test Planning, Test Automation, User Acceptance Testing, Quality Assurance, Market Data, JIRA, Sybase, Agile Methodologies, Defect Tracking, HP Quality Center, Unix, Software Project..., Test Cases, SQL, Test Management, Testing, Analysis, FX Options, Electronic Trading, Regression Testing, HP QTP, STLC, Oracle, Business Analysis, Release Management, Test Strategy, Requirements Analysis, System Testing
Education
Ranchi University 1991 — 1995
Bachelor of Engineering (BEng)
TD June 2015 - Present
RBC July 2009 - June 2015
FxAll September 2007 - July 2009
i-flex Solutions Ltd November 2000 - March 2007
Merrill Lynch 2007 - 2007
Patni Computer Services May 2000 - September 2000
IMR December 1997 - May 2000
SpradecoM electrocontrols 1997 - 1997
Skills
Quality Center, SDLC, SWIFT messaging, Trading Systems, Software Quality..., QTP, Test Planning, Test Automation, User Acceptance Testing, Quality Assurance, Market Data, JIRA, Sybase, Agile Methodologies, Defect Tracking, HP Quality Center, Unix, Software Project..., Test Cases, SQL, Test Management, Testing, Analysis, FX Options, Electronic Trading, Regression Testing, HP QTP, STLC, Oracle, Business Analysis, Release Management, Test Strategy, Requirements Analysis, System Testing
Education
Ranchi University 1991 — 1995
Bachelor of Engineering (BEng)
Anu Raghuraman's Merrill Lynch Experience February 1998 - September 2006
Job Principal Architect at L&T Infotech
Industry Information Technology and Services
Experience
Larsen & Toubro Infotech February 2013 - Present
Atton Enterprises LLC April 2009 - Present
BlackRock Inc February 1998 - December 2008
Merrill Lynch February 1998 - September 2006
Unisys Al-Bahar August 1996 - October 1997
AIMS 1994 - August 1996
Skills
Business Intelligence, Agile Methodologies, Business Analysis, Software Development, Project Management, Project Planning, Vendor Management, Change Management, Competitive Analysis, SDLC, Non-profits, Integration, Certified Scrum Master..., Microstrategy, Requirements Analysis, Program Management, Systems Analysis, SharePoint, Requirements Gathering, Software Project..., Enterprise Architecture, SQL, Financial Services, Microsoft SQL Server, IT Strategy, Data Warehousing, Information Technology
Education
Raritan Valley Community College
Visual and Performing Arts
University of Madras
B.S., Computer Science
Larsen & Toubro Infotech February 2013 - Present
Atton Enterprises LLC April 2009 - Present
BlackRock Inc February 1998 - December 2008
Merrill Lynch February 1998 - September 2006
Unisys Al-Bahar August 1996 - October 1997
AIMS 1994 - August 1996
Skills
Business Intelligence, Agile Methodologies, Business Analysis, Software Development, Project Management, Project Planning, Vendor Management, Change Management, Competitive Analysis, SDLC, Non-profits, Integration, Certified Scrum Master..., Microstrategy, Requirements Analysis, Program Management, Systems Analysis, SharePoint, Requirements Gathering, Software Project..., Enterprise Architecture, SQL, Financial Services, Microsoft SQL Server, IT Strategy, Data Warehousing, Information Technology
Education
Raritan Valley Community College
Visual and Performing Arts
University of Madras
B.S., Computer Science
Kosh Patel's Merrill Lynch Experience November 2007 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Merrill Lynch March 2004 - November 2007
Merrill Lynch December 1997 - August 2004
natwest bank 1994 - December 1997
fleet bank 1994 - December 1997
macys 1991 - 1994
Skills
Equities, Banking, Investments, Process Improvement, Project Management, Financial Services, Series 7, Series 63, Vendor Management, Wealth Management, Team Building, Risk Management, Portfolio Management, Securities, Retirement Planning, Strategic Planning, Business Analysis, Strategic Financial..., Mutual Funds, Microsoft Office, Customer Service, Six Sigma, Microsoft Excel, Operations Management, Wealth Management..., Fixed Income, Investment Advisory, Alternative Investments, Options, Relationship Management
Education
Radford University 1986 — 1991
BBA
north stafford high school 1982 — 1986
Merrill Lynch November 2007 - Present
Merrill Lynch March 2004 - November 2007
Merrill Lynch December 1997 - August 2004
natwest bank 1994 - December 1997
fleet bank 1994 - December 1997
macys 1991 - 1994
Skills
Equities, Banking, Investments, Process Improvement, Project Management, Financial Services, Series 7, Series 63, Vendor Management, Wealth Management, Team Building, Risk Management, Portfolio Management, Securities, Retirement Planning, Strategic Planning, Business Analysis, Strategic Financial..., Mutual Funds, Microsoft Office, Customer Service, Six Sigma, Microsoft Excel, Operations Management, Wealth Management..., Fixed Income, Investment Advisory, Alternative Investments, Options, Relationship Management
Education
Radford University 1986 — 1991
BBA
north stafford high school 1982 — 1986
Seth Derdzinski's Merrill Lynch Experience January 2004 - Present
Job Director Bank of America Global Wealth & Investment Management
Industry Financial Services
Experience
Merrill Lynch January 2004 - Present
Merrill Lynch Capital January 2004 - July 2006
Insignis 2001 - 2003
Skills
Credit, Risk Management, Product Management, Asset Managment, Commercial Banking, Financial Structuring, Financial Modeling, Analytics, Derivatives, Capital Markets, Financial Services, Portfolio Management, Wealth, Wealth Management, Banking, Equities, Financial Analysis, Investments, Fixed Income, Private Equity, Securities, Structured Finance
Education
The John Marshall Law School 2004 — 2008
JD, Law
Quinlan School of Business, Loyola University Chicago 1999 — 2001
MBA, Finance & IS
Wittenberg University 1994 — 1998
BA, Economics
Merrill Lynch January 2004 - Present
Merrill Lynch Capital January 2004 - July 2006
Insignis 2001 - 2003
Skills
Credit, Risk Management, Product Management, Asset Managment, Commercial Banking, Financial Structuring, Financial Modeling, Analytics, Derivatives, Capital Markets, Financial Services, Portfolio Management, Wealth, Wealth Management, Banking, Equities, Financial Analysis, Investments, Fixed Income, Private Equity, Securities, Structured Finance
Education
The John Marshall Law School 2004 — 2008
JD, Law
Quinlan School of Business, Loyola University Chicago 1999 — 2001
MBA, Finance & IS
Wittenberg University 1994 — 1998
BA, Economics
Tanya A Kevorkian, PMP's Merrill Lynch Experience March 1996 - May 2003
Job Global Infrastructure Project Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard July 2013 - Present
HP Enterprise Services January 2011 - July 2013
Hewlett-Packard April 2010 - January 2011
Hewlett Packard May 2003 - November 2010
Merrill Lynch March 1996 - May 2003
Hertz Equipment Rental September 1995 - November 1996
Dynax Solutions 1995 - 1996
Skills
IT Strategy, ITIL, IT Service Management, PMP, PMO, Service Delivery, Enterprise Architecture, Project Portfolio..., Program Management, Outsourcing, Service Management, Vendor Management, IT Management, Incident Management, Data Center, Business Process, IT Operations, Integration, Project Delivery, IT Outsourcing, Microsoft Exchange, Infrastructure, Disaster Recovery, Solution Architecture, SharePoint, System Deployment, Business Continuity
Education
Stevens Institute of Technology 2001 — 2002
Graduate Certificate, Project Management
Stevens Institute of Technology 1997 — 1999
Masters, Information Management
Ramapo College of New Jersey 1991 — 1995
Bachelors, International Business
Hewlett-Packard July 2013 - Present
HP Enterprise Services January 2011 - July 2013
Hewlett-Packard April 2010 - January 2011
Hewlett Packard May 2003 - November 2010
Merrill Lynch March 1996 - May 2003
Hertz Equipment Rental September 1995 - November 1996
Dynax Solutions 1995 - 1996
Skills
IT Strategy, ITIL, IT Service Management, PMP, PMO, Service Delivery, Enterprise Architecture, Project Portfolio..., Program Management, Outsourcing, Service Management, Vendor Management, IT Management, Incident Management, Data Center, Business Process, IT Operations, Integration, Project Delivery, IT Outsourcing, Microsoft Exchange, Infrastructure, Disaster Recovery, Solution Architecture, SharePoint, System Deployment, Business Continuity
Education
Stevens Institute of Technology 2001 — 2002
Graduate Certificate, Project Management
Stevens Institute of Technology 1997 — 1999
Masters, Information Management
Ramapo College of New Jersey 1991 — 1995
Bachelors, International Business
Jessica Bearor Decker's Merrill Lynch Experience January 2001 - June 2003
Job Marketing, TowneBank Mortgage
Industry Marketing and Advertising
Experience
TowneBank Mortgage June 2003 - October 2014
Merrill Lynch January 2001 - June 2003
The Aaron Group February 2000 - November 2000
National Trust for Historic Preservation June 1999 - February 2000
The Washington Monarch Hotel June 1998 - June 1999
Skills
Sales, Marketing, Customer Service, Leadership, Strategic Planning, Project Management, Public Speaking, Event Planning, Microsoft Office, Social Media Marketing, Finance
Education
Randolph College 1994 — 1998
Bachelors, Politics
Menchville High School 1990 — 1994
Advanced
TowneBank Mortgage June 2003 - October 2014
Merrill Lynch January 2001 - June 2003
The Aaron Group February 2000 - November 2000
National Trust for Historic Preservation June 1999 - February 2000
The Washington Monarch Hotel June 1998 - June 1999
Skills
Sales, Marketing, Customer Service, Leadership, Strategic Planning, Project Management, Public Speaking, Event Planning, Microsoft Office, Social Media Marketing, Finance
Education
Randolph College 1994 — 1998
Bachelors, Politics
Menchville High School 1990 — 1994
Advanced
Richard Napolitano's Merrill Lynch Experience May 2000 - April 2002
Job Executive Director Capital Advisor at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2013 - Present
Barclays Wealth and Investment Management February 2013 - June 2013
Barclays April 2010 - February 2013
UBS May 2005 - April 2010
Safeco May 2002 - April 2005
Merrill Lynch May 2000 - April 2002
Skills
Portfolio Management, Restricted Stock, Private Banking, ESOP, Lending Solutions, Securities Lending, Credit Analysis, Hedge Funds, Private Equity, Commercial Real Estate, E&P, Rule 144, Financial Statement..., Securities Regulation, Margin, Equity Derivatives, Interest Rate Swaps, REIT, Due Diligence, Series 7, Alternative Investments, Credit, Credit Risk, Market Risk, Loans, High Net Worth..., Commercial Lending, Operational Risk..., Financial Risk, FINRA, Commercial Banking, Bloomberg Terminal, Relationship Management, Risk Management, Loan Origination, Mortgage Lending, Derivatives, Series 63, Structured Products, Securities
Education
Ramapo College of New Jersey 2002 — 2005
MBA, Finance
Quinnipiac University 1996 — 2000
Bachelor's Degree, Economics
J.P. Morgan June 2013 - Present
Barclays Wealth and Investment Management February 2013 - June 2013
Barclays April 2010 - February 2013
UBS May 2005 - April 2010
Safeco May 2002 - April 2005
Merrill Lynch May 2000 - April 2002
Skills
Portfolio Management, Restricted Stock, Private Banking, ESOP, Lending Solutions, Securities Lending, Credit Analysis, Hedge Funds, Private Equity, Commercial Real Estate, E&P, Rule 144, Financial Statement..., Securities Regulation, Margin, Equity Derivatives, Interest Rate Swaps, REIT, Due Diligence, Series 7, Alternative Investments, Credit, Credit Risk, Market Risk, Loans, High Net Worth..., Commercial Lending, Operational Risk..., Financial Risk, FINRA, Commercial Banking, Bloomberg Terminal, Relationship Management, Risk Management, Loan Origination, Mortgage Lending, Derivatives, Series 63, Structured Products, Securities
Education
Ramapo College of New Jersey 2002 — 2005
MBA, Finance
Quinnipiac University 1996 — 2000
Bachelor's Degree, Economics
Cheryl Curbishley's Merrill Lynch Experience 1989 - 1993
Job Teacher at Hopewell Valley Regionial School District
Industry Health, Wellness and Fitness
Experience
Hopewell Valley Regionial School District March 2015 - Present
Hopewell Valley Regionial School District March 2015 - Present
PEAC Health & Fitness September 2006 - Present
Hamilton Township Public Schools September 1993 - March 2001
Merrill Lynch 1989 - 1993
Skills
Fitness, Nutrition, Personal Training, Fitness Training, Wellness Coaching, Holistic Health, Strength Training, Wellbeing, Nutritional Counseling, Healing, Lifestyle, Weight Training, Weight, Group Training, Sports Nutrition, Yoga
Education
The College of New Jersey 1987 — 1989
Bachelor of Arts (BA), English/Language Arts Teacher Education
Raritan Valley Community College 1985 — 1987
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Hopewell Valley Regionial School District March 2015 - Present
Hopewell Valley Regionial School District March 2015 - Present
PEAC Health & Fitness September 2006 - Present
Hamilton Township Public Schools September 1993 - March 2001
Merrill Lynch 1989 - 1993
Skills
Fitness, Nutrition, Personal Training, Fitness Training, Wellness Coaching, Holistic Health, Strength Training, Wellbeing, Nutritional Counseling, Healing, Lifestyle, Weight Training, Weight, Group Training, Sports Nutrition, Yoga
Education
The College of New Jersey 1987 — 1989
Bachelor of Arts (BA), English/Language Arts Teacher Education
Raritan Valley Community College 1985 — 1987
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Brandon Kanowitz's Merrill Lynch Experience October 2008 - March 2009
Job Optical Manager, Costco Wholesale
Industry Financial Services
Experience
Costco Wholesale October 2013 - Present
Atlantic Eye Physicians July 2013 - Present
Optique Unique December 2009 - February 2013
Merrill Lynch October 2008 - March 2009
Smith Barney January 2006 - December 2008
AXA Advisors April 2008 - October 2008
Skills
Investments, Bloomberg, Financial Analysis, Equities, Portfolio Management, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Mutual Funds, Wealth Management, Fixed Income, Asset Allocation, Eyewear, Financial Services, Investment Strategies
Education
Raritan Valley Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Ophthlamic Science
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor's of Science, Business/Managerial Economics
Costco Wholesale October 2013 - Present
Atlantic Eye Physicians July 2013 - Present
Optique Unique December 2009 - February 2013
Merrill Lynch October 2008 - March 2009
Smith Barney January 2006 - December 2008
AXA Advisors April 2008 - October 2008
Skills
Investments, Bloomberg, Financial Analysis, Equities, Portfolio Management, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Mutual Funds, Wealth Management, Fixed Income, Asset Allocation, Eyewear, Financial Services, Investment Strategies
Education
Raritan Valley Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Ophthlamic Science
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor's of Science, Business/Managerial Economics
Robert Hinkel's Merrill Lynch Experience January 2007 - May 2007
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Fidelity Investments June 2007 - August 2014
Merrill Lynch January 2007 - May 2007
Edward Jones May 2005 - December 2006
Summit Financial August 2003 - December 2003
Lynx Funding January 2003 - July 2003
Education
Radford University - College of Business and Economics 2004 — 2005
Finance, Finance and Financial Management Services
Virginia Military Institute 2000 — 2003
Business & Economics
TIAA-CREF September 2014 - Present
Fidelity Investments June 2007 - August 2014
Merrill Lynch January 2007 - May 2007
Edward Jones May 2005 - December 2006
Summit Financial August 2003 - December 2003
Lynx Funding January 2003 - July 2003
Education
Radford University - College of Business and Economics 2004 — 2005
Finance, Finance and Financial Management Services
Virginia Military Institute 2000 — 2003
Business & Economics
Jeffrey Alfaro's Merrill Lynch Experience June 1983 - April 2003
Job Microsoft Certified Trainer / web developer at Mr New Productions
Industry Information Technology and Services
Experience
Mr New Productions January 2005 - Present
Merrill Lynch June 1983 - April 2003
Education
Ramapo College of New Jersey 1992 — 2009
Bachelor of Science, Management Information Systems / Computer Science
Mr New Productions January 2005 - Present
Merrill Lynch June 1983 - April 2003
Education
Ramapo College of New Jersey 1992 — 2009
Bachelor of Science, Management Information Systems / Computer Science
Sean Blevins's Merrill Lynch Experience August 2004 - Present
Job Adminstrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2004 - Present
Skills
Series 7, Microsoft Excel, Investments, Securities, Wealth Management, Series 63, Mutual Funds, Finance, Microsoft Word, Financial Services, Alternative Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, FINRA, Financial Analysis, Risk Management, Strategic Planning
Education
Radford University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance
Merrill Lynch August 2004 - Present
Skills
Series 7, Microsoft Excel, Investments, Securities, Wealth Management, Series 63, Mutual Funds, Finance, Microsoft Word, Financial Services, Alternative Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, FINRA, Financial Analysis, Risk Management, Strategic Planning
Education
Radford University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance
Thomas TJ Kornett's Merrill Lynch Experience 1998 - 2003
Job Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments April 2011 - Present
A division of PNC Bank July 2009 - March 2011
PNC Bank June 2005 - June 2008
jp morgan 2006 - 2008
Merrill Lynch 1998 - 2003
CUNA Mutual Group 2000 - 2001
Skills
Series 63, Series 24, Series 65, Financial Advisory, Series 7, Retirement Planning, Financial Services, Retirement, Insurance, Life Insurance, Banking, Wealth, Securities, FINRA
Education
Radford University - College of Business and Economics 1991 — 1995
bba, marketing
PNC Investments April 2011 - Present
A division of PNC Bank July 2009 - March 2011
PNC Bank June 2005 - June 2008
jp morgan 2006 - 2008
Merrill Lynch 1998 - 2003
CUNA Mutual Group 2000 - 2001
Skills
Series 63, Series 24, Series 65, Financial Advisory, Series 7, Retirement Planning, Financial Services, Retirement, Insurance, Life Insurance, Banking, Wealth, Securities, FINRA
Education
Radford University - College of Business and Economics 1991 — 1995
bba, marketing
Jeannine Roy's Merrill Lynch Experience May 2012 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Clear Channel Radio May 2011 - May 2012
Latitude Sports Club August 2009 - June 2011
Richards Barry Joyce & Partners August 2008 - June 2009
VistaPrint 2007 - 2008
Eastern Real Estate 2001 - 2007
The Latessa Corporation 1998 - 2001
Four Seasons Hotels and Resorts 1996 - 1997
Hotels of Distinction 1988 - 1996
TJX 1982 - 1988
Skills
Administrative Support, Office Administration, Office Management, Confidentiality, Calendars, Meeting Scheduling, Customer Service, Outlook, Expense Reports, Document Preparation, Travel Arrangements, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Concur, Gregg Shorthand, Retail, Sales, Social Networking, Administrative..., Real Estate, Administrative...
Education
Florida Culinary Institute 1993 — 1994
Associate's Degree, Associates Degree in Applied Culinary Arts Technology
Quinsigamond Community College 1976 — 1978
Associate's Degree, Executive Secretarial with a specialization in Legal Secretarial studies
Merrill Lynch May 2012 - Present
Clear Channel Radio May 2011 - May 2012
Latitude Sports Club August 2009 - June 2011
Richards Barry Joyce & Partners August 2008 - June 2009
VistaPrint 2007 - 2008
Eastern Real Estate 2001 - 2007
The Latessa Corporation 1998 - 2001
Four Seasons Hotels and Resorts 1996 - 1997
Hotels of Distinction 1988 - 1996
TJX 1982 - 1988
Skills
Administrative Support, Office Administration, Office Management, Confidentiality, Calendars, Meeting Scheduling, Customer Service, Outlook, Expense Reports, Document Preparation, Travel Arrangements, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Concur, Gregg Shorthand, Retail, Sales, Social Networking, Administrative..., Real Estate, Administrative...
Education
Florida Culinary Institute 1993 — 1994
Associate's Degree, Associates Degree in Applied Culinary Arts Technology
Quinsigamond Community College 1976 — 1978
Associate's Degree, Executive Secretarial with a specialization in Legal Secretarial studies
Maulton Powers's Merrill Lynch Experience July 2006 - July 2007
Job Technical Consultant I at ADP
Industry Financial Services
Experience
ADP August 2007 - Present
Merrill Lynch July 2006 - July 2007
Education
Ramapo College of New Jersey 1983 — 1987
Bachelor of Arts
ADP August 2007 - Present
Merrill Lynch July 2006 - July 2007
Education
Ramapo College of New Jersey 1983 — 1987
Bachelor of Arts
Eric Camadeco's Merrill Lynch Experience May 2007 - August 2007
Job Associate Investor Relations Advisory at Solebury Communications Group
Industry Financial Services
Experience
Solebury Communications Group June 2015 - Present
PepsiCo - Pepsi Beverages Company December 2013 - June 2015
PepsiCo - Pepsi Beverages Company April 2012 - December 2013
Pepsi Beverages Company March 2010 - April 2012
Pepsi Bottling Group June 2009 - March 2010
Syncora Guarantee (f/k/a XL Capital Assurance) May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Financial Analysis, Sarbanes-Oxley Act, Hyperion Enterprise, Accounting, Financial Reporting, PowerPoint, Forecasting, Microsoft Excel, Variance Analysis, Access
Education
Quinnipiac University - School of Business 2005 — 2009
BS, Finance
Solebury Communications Group June 2015 - Present
PepsiCo - Pepsi Beverages Company December 2013 - June 2015
PepsiCo - Pepsi Beverages Company April 2012 - December 2013
Pepsi Beverages Company March 2010 - April 2012
Pepsi Bottling Group June 2009 - March 2010
Syncora Guarantee (f/k/a XL Capital Assurance) May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Financial Analysis, Sarbanes-Oxley Act, Hyperion Enterprise, Accounting, Financial Reporting, PowerPoint, Forecasting, Microsoft Excel, Variance Analysis, Access
Education
Quinnipiac University - School of Business 2005 — 2009
BS, Finance
Celia M. Bader's Merrill Lynch Experience June 1989 - November 2001
Job VPSr Document Specialist at Bank of America
Industry Financial Services
Experience
Bank America Merrill Lynch November 2001 - Present
Merrill Lynch June 1989 - November 2001
Education
Ramapo College of New Jersey 1986 — 1990
Bank America Merrill Lynch November 2001 - Present
Merrill Lynch June 1989 - November 2001
Education
Ramapo College of New Jersey 1986 — 1990
Mandy Bohler, MPA's Merrill Lynch Experience 1999 - 2001
Job
Industry Management Consulting
Experience
American Express December 2001 - September 2009
Merrill Lynch 1999 - 2001
Smith Barney 1994 - 1999
Skills
Data Mining, Statistical Data..., Policy Analysis, Non-profit Boards, Financial Analysis, Program Management, Small Business..., Financial Management..., Management, Asset Management, Business Analysis, Non-profit Leadership, Grant Writing, Agile Methodologies, Microsoft Excel, Accounting, Full SDLC, Risk Management, MySQL, SPSS, R, SQL, COBOL, HTML, CICS, DB2
Education
Rutgers, The State University of New Jersey-Newark
Master of Public Administration (MPA), Financial Management
Saint John's University
Bachelor of Science, Liberal Arts & Business Administration
Raritan Valley Community College
Associates in Computer Science, Computer Information Systems
The American College
Certified Financial Planner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
American Express December 2001 - September 2009
Merrill Lynch 1999 - 2001
Smith Barney 1994 - 1999
Skills
Data Mining, Statistical Data..., Policy Analysis, Non-profit Boards, Financial Analysis, Program Management, Small Business..., Financial Management..., Management, Asset Management, Business Analysis, Non-profit Leadership, Grant Writing, Agile Methodologies, Microsoft Excel, Accounting, Full SDLC, Risk Management, MySQL, SPSS, R, SQL, COBOL, HTML, CICS, DB2
Education
Rutgers, The State University of New Jersey-Newark
Master of Public Administration (MPA), Financial Management
Saint John's University
Bachelor of Science, Liberal Arts & Business Administration
Raritan Valley Community College
Associates in Computer Science, Computer Information Systems
The American College
Certified Financial Planner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Greg Djamoos's Merrill Lynch Experience 1984 - 1988
Job Project Manager/IT Management
Industry Information Technology and Services
Experience
KPMG July 2014 - Present
zanett April 2013 - July 2014
Marsh & McLennan Companies, Inc. 2003 - 2012
The Matlen Silver Group 2002 - 2003
Starpoint Solutions 1997 - 2002
DataStudy, Inc. (CherryRoad Technologies) 1993 - 1997
Bellcore (Telcordia Technologies) 1988 - 1993
HERMAN’S SPORTING GOODS, INC. 1988 - 1988
Merrill Lynch 1984 - 1988
Skills
PeopleSoft, HRIS, SDLC, Payroll, Vendor Management, Project Management, ERP, Requirements Analysis, Consulting, Business Analysis, Business Process..., IT Strategy, Software Project..., Business Process, Requirements Gathering, Process Improvement, Management, Business Intelligence, PMO, Integration, PMP, Project Portfolio..., CRM, Outsourcing, Enterprise Architecture, Solution Architecture, Visio
Education
Ramapo College of NJ
Bachelor of Science (B.S.), Operations Management and Supervision
KPMG July 2014 - Present
zanett April 2013 - July 2014
Marsh & McLennan Companies, Inc. 2003 - 2012
The Matlen Silver Group 2002 - 2003
Starpoint Solutions 1997 - 2002
DataStudy, Inc. (CherryRoad Technologies) 1993 - 1997
Bellcore (Telcordia Technologies) 1988 - 1993
HERMAN’S SPORTING GOODS, INC. 1988 - 1988
Merrill Lynch 1984 - 1988
Skills
PeopleSoft, HRIS, SDLC, Payroll, Vendor Management, Project Management, ERP, Requirements Analysis, Consulting, Business Analysis, Business Process..., IT Strategy, Software Project..., Business Process, Requirements Gathering, Process Improvement, Management, Business Intelligence, PMO, Integration, PMP, Project Portfolio..., CRM, Outsourcing, Enterprise Architecture, Solution Architecture, Visio
Education
Ramapo College of NJ
Bachelor of Science (B.S.), Operations Management and Supervision
Calvin Wynn's Merrill Lynch Experience January 1994 - April 2009
Job Consultant at TEK Systems
Industry Information Technology and Services
Experience
TEK Systems December 2010 - Present
Challenge Training and Consulting Services July 2009 - October 2010
Novartis 2009 - October 2010
Somerset-Hunterdon USBC BA 1999 - 2010
Somerset-Hunterdon USBC BA 1984 - 2010
Merrill Lynch January 1994 - April 2009
Merrill Lynch 1994 - 2009
Merrill Lynch PFS January 2000 - January 2006
Merrill Lynch PFS January 1994 - January 2000
Trecom January 1991 - January 1994
Skills
Visual Basic, Requirements Analysis, SQL, Software Documentation, Requirements Gathering, Oracle, DB2, Testing, Quality Assurance, Business Analysis, Mainframe, System Testing, Software Development, Data Warehousing, Business Requirements, User Acceptance Testing, Project Management, Access, SDLC, Web Applications, Test Cases, Test Planning, Databases, Process Improvement, Marketing, Crystal Reports, Management, Quality Center
Education
Raritan Valley Community College 1977 — 1977
AAS, Computer Science
Raritan Valley Community College 1975 — 1977
AAS, Computer Science
TEK Systems December 2010 - Present
Challenge Training and Consulting Services July 2009 - October 2010
Novartis 2009 - October 2010
Somerset-Hunterdon USBC BA 1999 - 2010
Somerset-Hunterdon USBC BA 1984 - 2010
Merrill Lynch January 1994 - April 2009
Merrill Lynch 1994 - 2009
Merrill Lynch PFS January 2000 - January 2006
Merrill Lynch PFS January 1994 - January 2000
Trecom January 1991 - January 1994
Skills
Visual Basic, Requirements Analysis, SQL, Software Documentation, Requirements Gathering, Oracle, DB2, Testing, Quality Assurance, Business Analysis, Mainframe, System Testing, Software Development, Data Warehousing, Business Requirements, User Acceptance Testing, Project Management, Access, SDLC, Web Applications, Test Cases, Test Planning, Databases, Process Improvement, Marketing, Crystal Reports, Management, Quality Center
Education
Raritan Valley Community College 1977 — 1977
AAS, Computer Science
Raritan Valley Community College 1975 — 1977
AAS, Computer Science
Cynthia Geiges's Merrill Lynch Experience November 2007 - February 2009
Job Executive Assistant
Industry Import and Export
Experience
INTP Inc, dba World Source June 2010 - Present
Voice Over 2009 - Present
Donna DiMaggio, CFP June 2009 - July 2009
Merrill Lynch November 2007 - February 2009
Merrill Lynch February 2006 - November 2007
Merrill Lynch February 2003 - February 2006
Merrill Lynch April 2002 - February 2003
Merrill Lynch July 2001 - April 2002
Merrill Lynch May 1997 - July 2001
Skills
Marketing, Management, Training, Analysis, Sales, Banking, Salesforce.com, System Administration, Retail, Copywriting, Research, Event Planning, Event Management, Social Media, Microsoft Office, Public Relations, Social Networking, Advertising, Public Speaking, Administration
Education
Raritan Valley Community College 1999 — 2001
Associates, Studio Art
INTP Inc, dba World Source June 2010 - Present
Voice Over 2009 - Present
Donna DiMaggio, CFP June 2009 - July 2009
Merrill Lynch November 2007 - February 2009
Merrill Lynch February 2006 - November 2007
Merrill Lynch February 2003 - February 2006
Merrill Lynch April 2002 - February 2003
Merrill Lynch July 2001 - April 2002
Merrill Lynch May 1997 - July 2001
Skills
Marketing, Management, Training, Analysis, Sales, Banking, Salesforce.com, System Administration, Retail, Copywriting, Research, Event Planning, Event Management, Social Media, Microsoft Office, Public Relations, Social Networking, Advertising, Public Speaking, Administration
Education
Raritan Valley Community College 1999 — 2001
Associates, Studio Art
Fran Taber's Merrill Lynch Experience March 2010 - Present
Job Director, Global Sales Support at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Communication for Social Change Consortium October 2009 - February 2010
Smith Barney January 2002 - 2009
Smith Barney January 1993 - January 2004
Shearson Lehman Brothers January 1988 - January 1993
ROSENFELD, SIROWITZ, HUMPHREY & STRAUSS (Advertising Agency) January 1987 - January 1988
CHAPMAN, STONE & ADLER January 1985 - January 1987
GREY DIRECT, INC January 1983 - January 1985
WARNER BROTHERS MUSIC PUBLISHING January 1979 - January 1983
Skills
Series 7, Financial Services, Portfolio Management, Investments, Asset Managment, Strategic Financial..., Series 63, Financial Analysis, Financial Modeling, Mutual Funds, Fixed Income, Risk Management, Securities, Finance, Strategic Planning, Insurance, Equities, Mergers
Education
Hunter College of the City of New York
Master of Arts
Randolph-Macon Woman's College
Bachelor of Arts
Merrill Lynch March 2010 - Present
Communication for Social Change Consortium October 2009 - February 2010
Smith Barney January 2002 - 2009
Smith Barney January 1993 - January 2004
Shearson Lehman Brothers January 1988 - January 1993
ROSENFELD, SIROWITZ, HUMPHREY & STRAUSS (Advertising Agency) January 1987 - January 1988
CHAPMAN, STONE & ADLER January 1985 - January 1987
GREY DIRECT, INC January 1983 - January 1985
WARNER BROTHERS MUSIC PUBLISHING January 1979 - January 1983
Skills
Series 7, Financial Services, Portfolio Management, Investments, Asset Managment, Strategic Financial..., Series 63, Financial Analysis, Financial Modeling, Mutual Funds, Fixed Income, Risk Management, Securities, Finance, Strategic Planning, Insurance, Equities, Mergers
Education
Hunter College of the City of New York
Master of Arts
Randolph-Macon Woman's College
Bachelor of Arts
Alex Santiago's Merrill Lynch Experience October 2007 - March 2008
Job Business Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas July 2013 - Present
Investance March 2011 - June 2013
Morgan Stanley October 2010 - February 2011
Barclays April 2010 - August 2010
AIG December 2009 - April 2010
Deutsche Bank March 2008 - March 2009
Merrill Lynch October 2007 - March 2008
Texas Commission on Environmental Quality February 2005 - September 2007
Texas Commission on Environmental Quality November 2004 - January 2005
Skills
Financial Analysis, Financial Reporting, Finance, Risk Management, Financial Services, Derivatives, Microsoft Excel, Account Reconciliation, Microsoft Office, Budgets, Banking, Access, Financial Audits, Cash Flow, Financial Modeling, Business Analysis, Trade Finance, Capital Markets, Fixed Income, Strategic Planning, Budget Process, UAT Coordination
Education
Quinnipiac University 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.7
Texas State University 1999 — 2004
BBA, Economics
Texas State University-San Marcos 1999 — 2004
BBA, Finance
BNP Paribas July 2013 - Present
Investance March 2011 - June 2013
Morgan Stanley October 2010 - February 2011
Barclays April 2010 - August 2010
AIG December 2009 - April 2010
Deutsche Bank March 2008 - March 2009
Merrill Lynch October 2007 - March 2008
Texas Commission on Environmental Quality February 2005 - September 2007
Texas Commission on Environmental Quality November 2004 - January 2005
Skills
Financial Analysis, Financial Reporting, Finance, Risk Management, Financial Services, Derivatives, Microsoft Excel, Account Reconciliation, Microsoft Office, Budgets, Banking, Access, Financial Audits, Cash Flow, Financial Modeling, Business Analysis, Trade Finance, Capital Markets, Fixed Income, Strategic Planning, Budget Process, UAT Coordination
Education
Quinnipiac University 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.7
Texas State University 1999 — 2004
BBA, Economics
Texas State University-San Marcos 1999 — 2004
BBA, Finance
Linda Richardson-Darby's Merrill Lynch Experience March 1985 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1985 - Present
Education
Ramapo College of New Jersey 1980 — 1984
bs, Business Administration
Merrill Lynch March 1985 - Present
Education
Ramapo College of New Jersey 1980 — 1984
bs, Business Administration
Wenjun XU | 徐文君's Merrill Lynch Experience February 2010 - November 2010
Job Equity Research Associate | MS Finance
Industry Financial Services
Experience
Thompson Research Group (TRG) 2011 - Present
Merrill Lynch February 2010 - November 2010
Energizer June 2010 - July 2010
City of Lynchburg September 2009 - November 2009
Dezan Shira & Associates June 2009 - August 2009
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
M.S., Finance
Randolph-Macon Woman's College 2007 — 2011
B.S. Honors, Economics and Mathematics
Västerbergslagens Utbildningscentrum 2004 — 2005
Exchange in Sweden via American Field Services, Sciences & Swedish
Thompson Research Group (TRG) 2011 - Present
Merrill Lynch February 2010 - November 2010
Energizer June 2010 - July 2010
City of Lynchburg September 2009 - November 2009
Dezan Shira & Associates June 2009 - August 2009
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
M.S., Finance
Randolph-Macon Woman's College 2007 — 2011
B.S. Honors, Economics and Mathematics
Västerbergslagens Utbildningscentrum 2004 — 2005
Exchange in Sweden via American Field Services, Sciences & Swedish
Dorothy Jander's Merrill Lynch Experience 1993 - 1993
Job Student at Passaic County Community College
Industry Pharmaceuticals
Experience
Passaic County Community College May 2011 - October 2012
Schering-Plough 2000 - 2009
Alliance Capital Management 1996 - 1999
MCI 1996 - 1996
Mercedes Benz USA 1995 - 1995
Alliance Capital Management 1993 - 1995
Merrill Lynch 1993 - 1993
Merrill Lynch 1989 - 1991
Merrill Lynch 1984 - 1987
Skills
Testing, Software Documentation, Program Management, COBOL, JCL, Analysis, Disaster Recovery, VSAM, Endeavor, CICS, Visio, IBM Mainframe, Project Management, Fileaid, SDLC, Cross-functional Team...
Education
St. Peter's University 1977 — 1981
A.A., Data Processing
Ramapo College of New Jersey
American Studies
Passaic County Community College May 2011 - October 2012
Schering-Plough 2000 - 2009
Alliance Capital Management 1996 - 1999
MCI 1996 - 1996
Mercedes Benz USA 1995 - 1995
Alliance Capital Management 1993 - 1995
Merrill Lynch 1993 - 1993
Merrill Lynch 1989 - 1991
Merrill Lynch 1984 - 1987
Skills
Testing, Software Documentation, Program Management, COBOL, JCL, Analysis, Disaster Recovery, VSAM, Endeavor, CICS, Visio, IBM Mainframe, Project Management, Fileaid, SDLC, Cross-functional Team...
Education
St. Peter's University 1977 — 1981
A.A., Data Processing
Ramapo College of New Jersey
American Studies
Steven Parente's Merrill Lynch Experience September 2007 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Skills
Wealth Management, Bloomberg, Equities, Retirement Planning, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
MBA, Finance and Global Business
Ramapo College of New Jersey 2003 — 2007
BA, Economics
Merrill Lynch September 2007 - Present
Skills
Wealth Management, Bloomberg, Equities, Retirement Planning, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
MBA, Finance and Global Business
Ramapo College of New Jersey 2003 — 2007
BA, Economics
Brendan Beckett's Merrill Lynch Experience July 2011 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Merrill Lynch 2010 - 2010
Education
Quinnipiac University - School of Business 2007 — 2011
Merrill Lynch July 2011 - Present
Merrill Lynch 2010 - 2010
Education
Quinnipiac University - School of Business 2007 — 2011
Joseph Ventresca's Merrill Lynch Experience January 1996 - November 2002
Job Board of Advisors at daVinci.io
Industry Venture Capital & Private Equity
Experience
daVinci.io September 2014 - Present
JTJ Capital, LLC April 2011 - Present
Sulmona Capital September 2007 - June 2013
Investec February 2003 - August 2007
Merrill Lynch January 1996 - November 2002
Prudential Financial June 1992 - December 1995
Education
Radford University - College of Business and Economics 1987 — 1990
Accounting
daVinci.io September 2014 - Present
JTJ Capital, LLC April 2011 - Present
Sulmona Capital September 2007 - June 2013
Investec February 2003 - August 2007
Merrill Lynch January 1996 - November 2002
Prudential Financial June 1992 - December 1995
Education
Radford University - College of Business and Economics 1987 — 1990
Accounting
Pallav Kapur's Merrill Lynch Experience July 2008 - January 2011
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch January 2015 - March 2015
Bank of America Merrill Lynch January 2011 - December 2014
Merrill Lynch July 2008 - January 2011
Tata Consultancy Services December 2005 - July 2006
Skills
TIBCO, Requirements Analysis, SDLC, Business Analysis, Oracle, TIBCO iProcess, Analysis, SOA, Testing, Leadership
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Illinois at Chicago 2006 — 2008
MIS, Information Sciences
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
Bachelor of Engineering (BEng), Information Technology
Jawahar Lal Nehru School ,Bhopal 1989 — 2001
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch January 2015 - March 2015
Bank of America Merrill Lynch January 2011 - December 2014
Merrill Lynch July 2008 - January 2011
Tata Consultancy Services December 2005 - July 2006
Skills
TIBCO, Requirements Analysis, SDLC, Business Analysis, Oracle, TIBCO iProcess, Analysis, SOA, Testing, Leadership
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Illinois at Chicago 2006 — 2008
MIS, Information Sciences
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
Bachelor of Engineering (BEng), Information Technology
Jawahar Lal Nehru School ,Bhopal 1989 — 2001
Nicholas Alfonse's Merrill Lynch Experience June 2009 - December 2009
Job Ecommerce Coordinator at Fanatics, Inc.
Industry Writing and Editing
Experience
Fanatics, Inc. February 2014 - Present
Freelance Writing and Editorial Services December 2009 - Present
hibu November 2011 - February 2014
hibu November 2011 - February 2014
Merrill Lynch June 2009 - December 2009
Merrill Lynch September 2007 - June 2009
The County Seat February 2007 - May 2007
Skills
Adobe Creative Suite, Email Marketing, InDesign, Press Releases, Public Relations, Graphic Design, Microsoft Word, Microsoft Office, Customer Service, Web Content, SEO, SEO copywriting, SEOmoz, Digital Marketing
Education
Ramapo College of New Jersey 2004 — 2007
Bachelor's, Communications - Journalism
Regents College London 2005 — 2005
Fanatics, Inc. February 2014 - Present
Freelance Writing and Editorial Services December 2009 - Present
hibu November 2011 - February 2014
hibu November 2011 - February 2014
Merrill Lynch June 2009 - December 2009
Merrill Lynch September 2007 - June 2009
The County Seat February 2007 - May 2007
Skills
Adobe Creative Suite, Email Marketing, InDesign, Press Releases, Public Relations, Graphic Design, Microsoft Word, Microsoft Office, Customer Service, Web Content, SEO, SEO copywriting, SEOmoz, Digital Marketing
Education
Ramapo College of New Jersey 2004 — 2007
Bachelor's, Communications - Journalism
Regents College London 2005 — 2005
Anthony Arunkumar's Merrill Lynch Experience December 2014 - February 2015
Job Sales Associate at Blue Ridge Mountain Sports
Industry Research
Experience
Blue Ridge Mountain Sports March 2015 - Present
Merrill Lynch December 2014 - February 2015
Veteran Contact Center August 2013 - March 2014
Monmouth University May 2010 - August 2010
Gain Capital November 2007 - August 2009
TD Bank October 2006 - January 2007
Macy's June 2005 - October 2006
Skills
Statistics, PowerPoint, Public Speaking, Accounting, Customer Service, Sales, Data Analysis
Education
Alliance Theological Seminary 2014 — 2017
Master of Divinity (M.Div.), Bible Theology and Missions
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Cell and Developmental Biology, Cell Biology and Anatomy
Raritan Valley Community College 2010 — 2011
n/a, Biology
Rutgers University 2003 — 2007
BA, Sociology, Geography
Blue Ridge Mountain Sports March 2015 - Present
Merrill Lynch December 2014 - February 2015
Veteran Contact Center August 2013 - March 2014
Monmouth University May 2010 - August 2010
Gain Capital November 2007 - August 2009
TD Bank October 2006 - January 2007
Macy's June 2005 - October 2006
Skills
Statistics, PowerPoint, Public Speaking, Accounting, Customer Service, Sales, Data Analysis
Education
Alliance Theological Seminary 2014 — 2017
Master of Divinity (M.Div.), Bible Theology and Missions
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Cell and Developmental Biology, Cell Biology and Anatomy
Raritan Valley Community College 2010 — 2011
n/a, Biology
Rutgers University 2003 — 2007
BA, Sociology, Geography
Riza Mohamed's Merrill Lynch Experience June 2011 - August 2011
Job Business Analyst
Industry Higher Education
Experience
Morgan Stanley 2014 - Present
Blackbridge Capital, LLC September 2013 - March 2014
SSI June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Gaspari Financial May 2009 - June 2009
Skills
Microsoft Excel, Portfolio Management, Tax, Bloomberg, Financial Modeling, Microsoft Office, Capital IQ, DCF Valuation, Financial Analysis, Equity Research, Bloomberg Terminal, Finance, Data Analysis, Valuation, Body Language, Equities
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor's, Finance, Minor in Accounting
Eastchester High School 2005 — 2009
Advanced Regents Diploma
Morgan Stanley 2014 - Present
Blackbridge Capital, LLC September 2013 - March 2014
SSI June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Gaspari Financial May 2009 - June 2009
Skills
Microsoft Excel, Portfolio Management, Tax, Bloomberg, Financial Modeling, Microsoft Office, Capital IQ, DCF Valuation, Financial Analysis, Equity Research, Bloomberg Terminal, Finance, Data Analysis, Valuation, Body Language, Equities
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor's, Finance, Minor in Accounting
Eastchester High School 2005 — 2009
Advanced Regents Diploma
Kristina Spurlock's Merrill Lynch Experience August 2013 - Present
Job Client Associate
Industry Investment Management
Experience
Merrill Lynch August 2013 - Present
Meadowbrook Country Club (North Chesterfield VA) June 2012 - August 2013
Ruby Tuesday September 2010 - May 2012
Willow Oaks Country Club August 2008 - September 2010
Macado's October 2004 - July 2008
Education
Radford University 2003 — 2004
History
Clover Hill High School
Merrill Lynch August 2013 - Present
Meadowbrook Country Club (North Chesterfield VA) June 2012 - August 2013
Ruby Tuesday September 2010 - May 2012
Willow Oaks Country Club August 2008 - September 2010
Macado's October 2004 - July 2008
Education
Radford University 2003 — 2004
History
Clover Hill High School
Adam Jurewicz, CRPC's Merrill Lynch Experience January 2007 - July 2013
Job Financial Advisor, Vice President, Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2013 - Present
BMW Car Club of America 2013 - 2015
St Marys Church 2006 - 2015
Merrill Lynch January 2007 - July 2013
Education
Quinnipiac University - School of Business 1994 — 1998
BS, Economics
Ameriprise Financial Services, Inc. July 2013 - Present
BMW Car Club of America 2013 - 2015
St Marys Church 2006 - 2015
Merrill Lynch January 2007 - July 2013
Education
Quinnipiac University - School of Business 1994 — 1998
BS, Economics
Tony Cambria's Merrill Lynch Experience August 1999 - June 2000
Job Manager and Quickbooks Expert at The Haggerty Group
Industry Accounting
Experience
The Haggerty Group February 2006 - Present
Morgan Stanley Smith Barney June 2000 - July 2003
Merrill Lynch August 1999 - June 2000
Education
Emerson
Ramapo College of New Jersey
The Haggerty Group February 2006 - Present
Morgan Stanley Smith Barney June 2000 - July 2003
Merrill Lynch August 1999 - June 2000
Education
Emerson
Ramapo College of New Jersey
Celia Bader's Merrill Lynch Experience June 1995 - November 2002
Job VP at Merrill Lynch
Industry
Experience
Bank America Merrill Lynch November 2002 - Present
Merrill Lynch June 1995 - November 2002
Education
Ramapo College of New Jersey 1986 — 1991
BA, History
Bank America Merrill Lynch November 2002 - Present
Merrill Lynch June 1995 - November 2002
Education
Ramapo College of New Jersey 1986 — 1991
BA, History
Andrew Jackel's Merrill Lynch Experience September 1996 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
Merrill Lynch September 1996 - Present
Skills
Wealth Management, Retirement Planning, Mergers, 401(k) Plan Consulting/..., Defined Benefit Plan..., Residential and..., Hedge Funds, Private Equity, Tax Minimization...
Education
Ramapo College of NJ
Bachelor of Arts (BA), Economics
Merrill Lynch September 1996 - Present
Skills
Wealth Management, Retirement Planning, Mergers, 401(k) Plan Consulting/..., Defined Benefit Plan..., Residential and..., Hedge Funds, Private Equity, Tax Minimization...
Education
Ramapo College of NJ
Bachelor of Arts (BA), Economics
Nancy Kiely's Merrill Lynch Experience November 2013 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Union Savings Bank - CT July 2005 - November 2013
Skills
Financial Planning, Portfolio Management, Credit, Banking, Equities, Loans, Commercial Banking, Equity Research, Financial Analysis, Investments, Asset Allocation
Education
Quinnipiac University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
The University of Connecticut
Business Mastery Degree, Business Administration and Management, General
Merrill Lynch November 2013 - Present
Union Savings Bank - CT July 2005 - November 2013
Skills
Financial Planning, Portfolio Management, Credit, Banking, Equities, Loans, Commercial Banking, Equity Research, Financial Analysis, Investments, Asset Allocation
Education
Quinnipiac University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
The University of Connecticut
Business Mastery Degree, Business Administration and Management, General
Tim Capanna's Merrill Lynch Experience June 2010 - April 2012
Job Technical Sales Rep at United Fire Protection Corporation
Industry Construction
Experience
United Fire Protection Corporation May 2012 - Present
United Fire Systems December 2012 - Present
Merrill Lynch June 2010 - April 2012
Power Home Remodeling Group (Formerly, Power Windows and Siding) June 2009 - March 2010
IT Smart (Ameetech Inc) May 2008 - September 2008
Skills
Microsoft Office, Windows, Mac OS X, Photoshop, InDesign, Illustrator, Wordpress, Google Webmaster Tools, Bing Webmaster Tools, Social Media, WordPress, Sales, Marketing, OS X, SEO, Microsoft Excel, Advertising, Digital Media, Management, Customer Service
Education
Ramapo College of New Jersey 2005 — 2009
Bachelor of Science
South River High School 2001 — 2004
United Fire Protection Corporation May 2012 - Present
United Fire Systems December 2012 - Present
Merrill Lynch June 2010 - April 2012
Power Home Remodeling Group (Formerly, Power Windows and Siding) June 2009 - March 2010
IT Smart (Ameetech Inc) May 2008 - September 2008
Skills
Microsoft Office, Windows, Mac OS X, Photoshop, InDesign, Illustrator, Wordpress, Google Webmaster Tools, Bing Webmaster Tools, Social Media, WordPress, Sales, Marketing, OS X, SEO, Microsoft Excel, Advertising, Digital Media, Management, Customer Service
Education
Ramapo College of New Jersey 2005 — 2009
Bachelor of Science
South River High School 2001 — 2004
Barry Beegle's Merrill Lynch Experience July 2004 - August 2006
Job Financial services professional with diverse experience in retail banking, trust administration and taxation.
Industry Information Technology and Services
Experience
EY December 2013 - March 2015
Thomson Reuters September 2006 - November 2013
Merrill Lynch July 2004 - August 2006
Merrill Lynch September 1997 - June 2004
United National Bank November 1993 - August 1997
United National Bank July 1991 - October 1993
Skills
Tax, Accounting, Banking
Education
Raritan Valley Community College
Associate’s Degree, Accounting
EY December 2013 - March 2015
Thomson Reuters September 2006 - November 2013
Merrill Lynch July 2004 - August 2006
Merrill Lynch September 1997 - June 2004
United National Bank November 1993 - August 1997
United National Bank July 1991 - October 1993
Skills
Tax, Accounting, Banking
Education
Raritan Valley Community College
Associate’s Degree, Accounting
Bryan Oesterreicher's Merrill Lynch Experience April 1995 - February 2001
Job Portfolio Manager/Equity Strategist
Industry Financial Services
Experience
Samuel A. Ramirez & Co., Inc. September 2001 - Present
Marquette du Barry April 2001 - August 2001
Merrill Lynch April 1995 - February 2001
Skills
Portfolio Management, Hedge Funds, Investment Strategies, Performance Attribution, Pension Funds, Investments, Mutual Funds, Valuation, Hedging, Valuation Modeling, Stress Test Analysis, Quantitative Analysis, Asset Allocation..., Market Trend Forecasting, Alternative Investments, Technical Analysis, Asset Management, Qualitative Research, Endowment Funds, Family Office, Equities, Bloomberg, Market Risk, Fixed Income, Capital Markets, Investment Management, Finance, Financial Analysis, Financial Risk, Financial Planning, Asset Allocation, Equity Research, Private Equity, Equity Capital Markets, Portfolio Optimization, Model Portfolios, Portfolio Performance..., Investment Advisory, Retirement Plan..., Retirement Planning, Endowments
Education
Ramapo College of New Jersey 1994 — 1997
Bachelor of Science (B.S.), Finance, General
Samuel A. Ramirez & Co., Inc. September 2001 - Present
Marquette du Barry April 2001 - August 2001
Merrill Lynch April 1995 - February 2001
Skills
Portfolio Management, Hedge Funds, Investment Strategies, Performance Attribution, Pension Funds, Investments, Mutual Funds, Valuation, Hedging, Valuation Modeling, Stress Test Analysis, Quantitative Analysis, Asset Allocation..., Market Trend Forecasting, Alternative Investments, Technical Analysis, Asset Management, Qualitative Research, Endowment Funds, Family Office, Equities, Bloomberg, Market Risk, Fixed Income, Capital Markets, Investment Management, Finance, Financial Analysis, Financial Risk, Financial Planning, Asset Allocation, Equity Research, Private Equity, Equity Capital Markets, Portfolio Optimization, Model Portfolios, Portfolio Performance..., Investment Advisory, Retirement Plan..., Retirement Planning, Endowments
Education
Ramapo College of New Jersey 1994 — 1997
Bachelor of Science (B.S.), Finance, General
Ken Kito's Merrill Lynch Experience August 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Beirne Wealth Consulting (BWC) January 2014 - July 2015
GE Capital June 2012 - August 2012
GE May 2011 - August 2011
Quinnipiac University August 2010 - April 2011
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelors of science, Cum Laude, Finance and Economics
Merrill Lynch August 2015 - Present
Beirne Wealth Consulting (BWC) January 2014 - July 2015
GE Capital June 2012 - August 2012
GE May 2011 - August 2011
Quinnipiac University August 2010 - April 2011
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelors of science, Cum Laude, Finance and Economics
Kayla Colin's Merrill Lynch Experience January 2012 - May 2012
Job BDO, Audit Associate
Industry Accounting
Experience
BDO USA, LLP October 2013 - Present
Pandora August 2009 - October 2013
Wagner College June 2012 - June 2013
Merrill Lynch January 2012 - May 2012
Skills
Microsoft Excel, Outlook, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Customer Service
Education
Wagner College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Quinnipiac University
Wagner College
MS, Accounting
BDO USA, LLP October 2013 - Present
Pandora August 2009 - October 2013
Wagner College June 2012 - June 2013
Merrill Lynch January 2012 - May 2012
Skills
Microsoft Excel, Outlook, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Customer Service
Education
Wagner College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Quinnipiac University
Wagner College
MS, Accounting
Martin Czelder's Merrill Lynch Experience April 1996 - June 2003
Job Chef Consultant Culinary Instructor at Culinary Tech Center
Industry Education Management
Experience
Culinary Tech Center November 2010 - Present
Merrill Lynch April 1996 - June 2003
Le Saucier restarant. 2 Stars NY Times April 1983 - September 1987
Skills
Wine,Travel Fine Watches
Education
Culinary Institute of America 1978 — 1980
Associate of Arts (A.A.), Restaurant, Culinary, and Catering Management/Manager
Ramapo College of NJ 1974 — 1978
Psychology
Culinary Tech Center November 2010 - Present
Merrill Lynch April 1996 - June 2003
Le Saucier restarant. 2 Stars NY Times April 1983 - September 1987
Skills
Wine,Travel Fine Watches
Education
Culinary Institute of America 1978 — 1980
Associate of Arts (A.A.), Restaurant, Culinary, and Catering Management/Manager
Ramapo College of NJ 1974 — 1978
Psychology
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank