Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Christopher Slater Christopher Slater's Merrill Lynch Experience January 1985 - December 1986
Job Technical Marketing Engineer at Tintri
Industry Computer Hardware
Experience
Tintri -- Challenge the 'Storage Quo' November 2014 - Present
Panzura October 2013 - November 2014
Fusion-io February 2012 - September 2013
NetApp November 1999 - February 2012
Pinpoint Systems Corporation January 1998 - October 1999
Verity Corporation January 1996 - December 1997
Winnov January 1994 - December 1995
Centura Software Corporation January 1991 - December 1993
Bell Labs Lucent Technologies January 1987 - August 1990
Merrill Lynch January 1985 - December 1986
Skills
Storage, Storage Area Networks, NAS, Disaster Recovery, Data Center, High Availability, NetApp, Unix, Fibre Channel, Servers, Storage Management, Cloud Computing, NFS, Cluster, Big Data, Hadoop, Hardware, Oracle, Databases, Storage Virtualization, Storage Architecture, Enterprise Storage, Virtualization, iSCSI, File Systems, SAN, Storage Solutions, Performance Tuning, Windows, SaaS, Linux, VMware, Enterprise Architecture, Data Warehousing, SSD, Account Management, SAS, System Architecture, Solaris, Deduplication, Cisco Technologies, Customer Insight, Product Requirements, Flash Memory, Enterprise Software
Education
Rensselaer Polytechnic Institute 1978 — 1982
BSEE
Tintri -- Challenge the 'Storage Quo' November 2014 - Present
Panzura October 2013 - November 2014
Fusion-io February 2012 - September 2013
NetApp November 1999 - February 2012
Pinpoint Systems Corporation January 1998 - October 1999
Verity Corporation January 1996 - December 1997
Winnov January 1994 - December 1995
Centura Software Corporation January 1991 - December 1993
Bell Labs Lucent Technologies January 1987 - August 1990
Merrill Lynch January 1985 - December 1986
Skills
Storage, Storage Area Networks, NAS, Disaster Recovery, Data Center, High Availability, NetApp, Unix, Fibre Channel, Servers, Storage Management, Cloud Computing, NFS, Cluster, Big Data, Hadoop, Hardware, Oracle, Databases, Storage Virtualization, Storage Architecture, Enterprise Storage, Virtualization, iSCSI, File Systems, SAN, Storage Solutions, Performance Tuning, Windows, SaaS, Linux, VMware, Enterprise Architecture, Data Warehousing, SSD, Account Management, SAS, System Architecture, Solaris, Deduplication, Cisco Technologies, Customer Insight, Product Requirements, Flash Memory, Enterprise Software
Education
Rensselaer Polytechnic Institute 1978 — 1982
BSEE
Jason Sim Jason Sim's Merrill Lynch Experience May 1998 - August 1999
Job Senior Solution Architect at Rackspace, the #1 managed cloud company
Industry Information Technology and Services
Experience
Rackspace, the #1 managed cloud company February 2014 - Present
Savvis, A CenturyLink Company December 2011 - February 2014
Qwest August 1999 - December 2011
Merrill Lynch May 1998 - August 1999
Skills
Sales Engineering, Solution Development, Cloud Computing, Hosting, Managed Hosting, Data Center, High Availability..., Datacenter..., Network Infrastructure..., VMware Infrastructure, Microsoft Technologies, Security Engineering, Storage Solutions, Network Optimization, Network Architecture, Unified Communications, Managed Services, Pre-sales, Virtualization, Solution Architecture, Network Design, Co-location, Professional Services, Telecommunications, Cisco Technologies, Data Center...
Education
Rensselaer Polytechnic Institute 1986 — 1994
Bachelor's degree, Architectural and Building Sciences/Technology
Rackspace, the #1 managed cloud company February 2014 - Present
Savvis, A CenturyLink Company December 2011 - February 2014
Qwest August 1999 - December 2011
Merrill Lynch May 1998 - August 1999
Skills
Sales Engineering, Solution Development, Cloud Computing, Hosting, Managed Hosting, Data Center, High Availability..., Datacenter..., Network Infrastructure..., VMware Infrastructure, Microsoft Technologies, Security Engineering, Storage Solutions, Network Optimization, Network Architecture, Unified Communications, Managed Services, Pre-sales, Virtualization, Solution Architecture, Network Design, Co-location, Professional Services, Telecommunications, Cisco Technologies, Data Center...
Education
Rensselaer Polytechnic Institute 1986 — 1994
Bachelor's degree, Architectural and Building Sciences/Technology
Raj John Britto Raj John Britto's Merrill Lynch Experience March 2008 - November 2011
Job MBA Candidate 2015, University of Chicago Booth School of Business
Industry Management Consulting
Experience
Cornerstone Research June 2014 - September 2014
BNP Paribas November 2011 - May 2013
Merrill Lynch March 2008 - November 2011
Bank of America February 2007 - March 2008
UBS June 2006 - August 2006
Infosys August 2004 - August 2005
GE Fanuc January 2004 - May 2004
Skills
FX Options, Derivatives, Equity Derivatives, SQL, Fixed Income, Trading Systems, Capital Markets, Financial Modeling, Equities, Business Analysis, Risk Management, Valuation, Bloomberg, Banking, Electronic Trading, VBA, SDLC, Sybase, Economic Research, Securities, Securities Litigation
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Economics and Strategic Management
Rensselaer Polytechnic Institute 2005 — 2006
Masters of Science, Computer and Systems Engineering
Visvesvaraya Technological University 2000 — 2004
Bachelor of Science, Electronics and Communications Engineering, First Class with Distinction
Cornerstone Research June 2014 - September 2014
BNP Paribas November 2011 - May 2013
Merrill Lynch March 2008 - November 2011
Bank of America February 2007 - March 2008
UBS June 2006 - August 2006
Infosys August 2004 - August 2005
GE Fanuc January 2004 - May 2004
Skills
FX Options, Derivatives, Equity Derivatives, SQL, Fixed Income, Trading Systems, Capital Markets, Financial Modeling, Equities, Business Analysis, Risk Management, Valuation, Bloomberg, Banking, Electronic Trading, VBA, SDLC, Sybase, Economic Research, Securities, Securities Litigation
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Economics and Strategic Management
Rensselaer Polytechnic Institute 2005 — 2006
Masters of Science, Computer and Systems Engineering
Visvesvaraya Technological University 2000 — 2004
Bachelor of Science, Electronics and Communications Engineering, First Class with Distinction
Akua Bosompem Akua Bosompem's Merrill Lynch Experience November 2013 - Present
Job Assistant Team Manager WMCS at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
British Airways October 2005 - October 2013
British Airways 2005 - 2013
University of Florida Jacksonville Healthcare, Inc. 2003 - 2005
Skills
Business Intelligence, Management, Ticketing, Customer Oriented, Team Leadership, Commercial Aviation, Change Management, Business Analysis, Amadeus, Sabre, Customer Service, Call Centers, Customer Experience, Airline Ticketing
Education
Remington College-Jacksonville 2002 — 2004
Bachelor's degree, Information Technology
Fccj 1997 — 1999
Associate of Science (AS), Health Information/Medical Records Technology/Technician
Merrill Lynch November 2013 - Present
British Airways October 2005 - October 2013
British Airways 2005 - 2013
University of Florida Jacksonville Healthcare, Inc. 2003 - 2005
Skills
Business Intelligence, Management, Ticketing, Customer Oriented, Team Leadership, Commercial Aviation, Change Management, Business Analysis, Amadeus, Sabre, Customer Service, Call Centers, Customer Experience, Airline Ticketing
Education
Remington College-Jacksonville 2002 — 2004
Bachelor's degree, Information Technology
Fccj 1997 — 1999
Associate of Science (AS), Health Information/Medical Records Technology/Technician
Joseph (Joe) Bush Joseph (Joe) Bush's Merrill Lynch Experience August 1998 - November 2002
Job Regional Sales Manager with Greenway Health
Industry Hospital & Health Care
Experience
Greenway Health January 2012 - Present
RE/MAX June 2007 - January 2012
PulteGroup November 2002 - June 2007
Merrill Lynch August 1998 - November 2002
First Investors June 1997 - August 1998
First Investors June 1995 - June 1997
Skills
New Business Development, Negotiation, Marketing, Selling, Contract Negotiation, Strategic Planning, Sales, Sales Management, Account Management, Business Planning, Direct Sales, Leadership, Sales Process, Lead Generation, Team Building, Salesforce.com, Strategic Partnerships, CRM, Healthcare, Recruiting, Marketing Strategy, Sales Operations, Solution Selling, Real Estate, Business Development, Training, Management
Education
Regis University 2002 — 2003
Master of Business Administration (M.B.A.), Operations Management and Supervision
Regis University 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder 1991 — 1995
Bachelor of Arts (B.A.), Economics
Greenway Health January 2012 - Present
RE/MAX June 2007 - January 2012
PulteGroup November 2002 - June 2007
Merrill Lynch August 1998 - November 2002
First Investors June 1997 - August 1998
First Investors June 1995 - June 1997
Skills
New Business Development, Negotiation, Marketing, Selling, Contract Negotiation, Strategic Planning, Sales, Sales Management, Account Management, Business Planning, Direct Sales, Leadership, Sales Process, Lead Generation, Team Building, Salesforce.com, Strategic Partnerships, CRM, Healthcare, Recruiting, Marketing Strategy, Sales Operations, Solution Selling, Real Estate, Business Development, Training, Management
Education
Regis University 2002 — 2003
Master of Business Administration (M.B.A.), Operations Management and Supervision
Regis University 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder 1991 — 1995
Bachelor of Arts (B.A.), Economics
Brian Wang's Merrill Lynch Experience June 2011 - August 2013
Job Application Developer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
JPMorgan Chase September 2013 - May 2015
Merrill Lynch June 2011 - August 2013
Merrill Lynch June 2010 - August 2010
Sikorsky Aircraft June 2009 - August 2009
Cisco Systems June 2008 - August 2008
Skills
Java, SDLC, Python, Electronic Trading, Integration, Testing, C#, Communication Skills, Programming, SQL, Trading Systems, Trading, Eclipse, Conflict Management, Creative Problem Solving, Fast Learning, Software Design, Teamwork, Application Development, Problem Solving, Software Development..., Agile Methodologies, Object Oriented Design, Web Development, Multithreaded..., PHP, Shell Scripting, Project Management, SQLite, HTML, Unix, Scrum, Technical Writing, Creative Writing, SOA, Databases, Visio, Software Development
Education
Rensselaer Polytechnic Institute 2010 — 2011
Master of Science (MS), Information Technology, 3.33
Rensselaer Polytechnic Institute 2006 — 2010
Bachelor of Science (BS), Information Technology, 3.34
Arlington High School 2002 — 2006
Bank of America Merrill Lynch June 2015 - Present
JPMorgan Chase September 2013 - May 2015
Merrill Lynch June 2011 - August 2013
Merrill Lynch June 2010 - August 2010
Sikorsky Aircraft June 2009 - August 2009
Cisco Systems June 2008 - August 2008
Skills
Java, SDLC, Python, Electronic Trading, Integration, Testing, C#, Communication Skills, Programming, SQL, Trading Systems, Trading, Eclipse, Conflict Management, Creative Problem Solving, Fast Learning, Software Design, Teamwork, Application Development, Problem Solving, Software Development..., Agile Methodologies, Object Oriented Design, Web Development, Multithreaded..., PHP, Shell Scripting, Project Management, SQLite, HTML, Unix, Scrum, Technical Writing, Creative Writing, SOA, Databases, Visio, Software Development
Education
Rensselaer Polytechnic Institute 2010 — 2011
Master of Science (MS), Information Technology, 3.33
Rensselaer Polytechnic Institute 2006 — 2010
Bachelor of Science (BS), Information Technology, 3.34
Arlington High School 2002 — 2006
Sherri Mitchell, MBA, PhD Sherri Mitchell, MBA, PhD's Merrill Lynch Experience May 1997 - July 1998
Job Senior QP Implementation Administrator at Trust Company of America
Industry Financial Services
Experience
Trust Company of America July 2015 - Present
Colorado Technical University April 2014 - Present
Junior Achievement Rocky Mountain, Inc. August 2013 - July 2015
First Data Corporation September 2006 - April 2013
Fiserv ISS August 2002 - September 2006
MetLife February 2000 - August 2002
PricewaterhouseCoopers August 1998 - January 2000
Merrill Lynch May 1997 - July 1998
Skills
Management, Operations Management, Insurance, Employee Benefits, Mutual Funds, Pensions, ERISA, Corporate Governance, Privacy Law, Corporate Law, Employment Law, Vendor Management, Risk Management, Real Estate, Investments, Leadership, Human Resources, Mergers & Acquisitions, Policy, Deferred Compensation, SPSS, NVivo, Qualitative Research, Quantitative Research, Data Analysis, Regression Analysis, Finance, Process Improvement, Benefits Administration, Financial Services, Analysis, Due Diligence, 401k, Executive Pay, Retirement, Financial Analysis, Change Management, Governance, Business Analysis, Banking, Legal Compliance, Nonprofits, Strategy, Data Privacy, Training, Business Process..., Organizational..., Performance Management, Program Management
Education
Walden University 2009 — 2013
Doctor of Philosophy (PhD), Public Policy and Administration
Regis University 2003 — 2006
Master of Business Administration (MBA), Operations Management
Denver Paralegal Institute 2002 — 2003
ABA Approved Paralegal Certificate, Legal Studies, General
Colorado Real Estate Institute 1998 — 1998
Real Estate License, Residential Real Estate
Regis University 1993 — 1997
Bachelor of Science (BS), Mathematics & Economics
Trust Company of America July 2015 - Present
Colorado Technical University April 2014 - Present
Junior Achievement Rocky Mountain, Inc. August 2013 - July 2015
First Data Corporation September 2006 - April 2013
Fiserv ISS August 2002 - September 2006
MetLife February 2000 - August 2002
PricewaterhouseCoopers August 1998 - January 2000
Merrill Lynch May 1997 - July 1998
Skills
Management, Operations Management, Insurance, Employee Benefits, Mutual Funds, Pensions, ERISA, Corporate Governance, Privacy Law, Corporate Law, Employment Law, Vendor Management, Risk Management, Real Estate, Investments, Leadership, Human Resources, Mergers & Acquisitions, Policy, Deferred Compensation, SPSS, NVivo, Qualitative Research, Quantitative Research, Data Analysis, Regression Analysis, Finance, Process Improvement, Benefits Administration, Financial Services, Analysis, Due Diligence, 401k, Executive Pay, Retirement, Financial Analysis, Change Management, Governance, Business Analysis, Banking, Legal Compliance, Nonprofits, Strategy, Data Privacy, Training, Business Process..., Organizational..., Performance Management, Program Management
Education
Walden University 2009 — 2013
Doctor of Philosophy (PhD), Public Policy and Administration
Regis University 2003 — 2006
Master of Business Administration (MBA), Operations Management
Denver Paralegal Institute 2002 — 2003
ABA Approved Paralegal Certificate, Legal Studies, General
Colorado Real Estate Institute 1998 — 1998
Real Estate License, Residential Real Estate
Regis University 1993 — 1997
Bachelor of Science (BS), Mathematics & Economics
Guy Schoepfer Guy Schoepfer's Merrill Lynch Experience September 1991 - May 2001
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities September 2004 - May 2009
UBS May 2001 - September 2004
Merrill Lynch September 1991 - May 2001
A.G. Edwards & Sons, Inc. January 1988 - September 1991
Skills
Finance, Securities, Risk Management, Mutual Funds, Fixed Annuities, Management, Financial Analysis, Variable Annuities, Life Insurance
Education
Regis University 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Accounting
Rochester Institute of Technology 1982 — 1986
Bachelor of Science (B.S.), Nuclear Medical Technology/Technologist
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities September 2004 - May 2009
UBS May 2001 - September 2004
Merrill Lynch September 1991 - May 2001
A.G. Edwards & Sons, Inc. January 1988 - September 1991
Skills
Finance, Securities, Risk Management, Mutual Funds, Fixed Annuities, Management, Financial Analysis, Variable Annuities, Life Insurance
Education
Regis University 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Accounting
Rochester Institute of Technology 1982 — 1986
Bachelor of Science (B.S.), Nuclear Medical Technology/Technologist
Ryan Kalish Ryan Kalish's Merrill Lynch Experience June 1999 - August 2002
Job Sr Premium Auditor at Zurich North America
Industry Insurance
Experience
Zurich North America January 2008 - Present
Travelers February 2003 - January 2008
Merrill Lynch June 1999 - August 2002
Skills
Premium Audit, Auditing, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Accounts Receivable, Risk Management, Accounting, Internal Audit, Insurance, Finance, Financial Reporting, Financial Statements, GAAP, Property
Education
Regis University
Zurich North America January 2008 - Present
Travelers February 2003 - January 2008
Merrill Lynch June 1999 - August 2002
Skills
Premium Audit, Auditing, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Accounts Receivable, Risk Management, Accounting, Internal Audit, Insurance, Finance, Financial Reporting, Financial Statements, GAAP, Property
Education
Regis University
Marjorie Paddock AIF® Marjorie Paddock AIF®'s Merrill Lynch Experience July 2006 - March 2012
Job Director, Field Supervision at HighTower Advisors
Industry Financial Services
Experience
HighTower Advisors March 2012 - Present
Merrill Lynch July 2006 - March 2012
UBS February 1999 - July 2006
Skills
Investment Advisory, Securities, Alternative Investments, FINRA, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 66, Life/Health/Variable..., Wealth Management, Mutual Funds, Equities, Asset Allocation, Writing, Investments, Process Improvement
Education
Mahwah High School
Reed College
Bachelor of Arts (BA), Economics
HighTower Advisors March 2012 - Present
Merrill Lynch July 2006 - March 2012
UBS February 1999 - July 2006
Skills
Investment Advisory, Securities, Alternative Investments, FINRA, Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 66, Life/Health/Variable..., Wealth Management, Mutual Funds, Equities, Asset Allocation, Writing, Investments, Process Improvement
Education
Mahwah High School
Reed College
Bachelor of Arts (BA), Economics
Patrick Booton Patrick Booton's Merrill Lynch Experience June 2009 - September 2009
Job Finance Manager at Bulova
Industry Management Consulting
Experience
Bulova February 2015 - Present
Foot Locker June 2014 - February 2015
Ralph Lauren November 2010 - June 2014
Merrill Lynch June 2009 - September 2009
Skills
Analysis, Management, Forecasting, Microsoft Office, Business Analysis, Finance, Visio, Program Management, Microsoft Excel, Time Management, E-commerce, Data Analysis, Retail, Financial Modeling
Education
Rensselaer Polytechnic Institute 2006 — 2010
Bachelor's Degree, Finance & Computer Information Systems, Cum Laude
Cold Spring Harbor High School 2000 — 2006
High School, Honors/Regents High School/Secondary Diploma Program
Bulova February 2015 - Present
Foot Locker June 2014 - February 2015
Ralph Lauren November 2010 - June 2014
Merrill Lynch June 2009 - September 2009
Skills
Analysis, Management, Forecasting, Microsoft Office, Business Analysis, Finance, Visio, Program Management, Microsoft Excel, Time Management, E-commerce, Data Analysis, Retail, Financial Modeling
Education
Rensselaer Polytechnic Institute 2006 — 2010
Bachelor's Degree, Finance & Computer Information Systems, Cum Laude
Cold Spring Harbor High School 2000 — 2006
High School, Honors/Regents High School/Secondary Diploma Program
Bob Ebel Bob Ebel's Merrill Lynch Experience September 1995 - July 2000
Job Computer Security Specialist at Jeppesen, a Boeing Company
Industry Information Technology and Services
Experience
Jeppesen, a Boeing Company July 2015 - Present
Jeppesen A Boeing Company November 2007 - July 2015
Qwest Software Services July 2000 - November 2007
Merrill Lynch September 1995 - July 2000
Skills
CISSP, System Deployment, Security, Integration, Disaster Recovery, VMware, Unix, Enterprise Architecture, System Administration, Windows Server, Solaris, Active Directory, ITIL, Virtualization, Servers, Cisco Technologies, Networking, Solution Architecture, Cloud Computing, Operating Systems, System Architecture, Requirements Analysis, Visio
Education
Regis University 1998 — 2001
MS, Network Technologies and Management of Technology
Troy University Dothan 1990 — 1993
BS, Finance and Economics
Jeppesen, a Boeing Company July 2015 - Present
Jeppesen A Boeing Company November 2007 - July 2015
Qwest Software Services July 2000 - November 2007
Merrill Lynch September 1995 - July 2000
Skills
CISSP, System Deployment, Security, Integration, Disaster Recovery, VMware, Unix, Enterprise Architecture, System Administration, Windows Server, Solaris, Active Directory, ITIL, Virtualization, Servers, Cisco Technologies, Networking, Solution Architecture, Cloud Computing, Operating Systems, System Architecture, Requirements Analysis, Visio
Education
Regis University 1998 — 2001
MS, Network Technologies and Management of Technology
Troy University Dothan 1990 — 1993
BS, Finance and Economics
Hsu (Indy) Liu's Merrill Lynch Experience July 2012 - July 2012
Job Student at Reed College
Industry
Experience
Reed College Math Lab September 2012 - May 2013
Insyde Software Corp. December 2012 - January 2013
Merrill Lynch July 2012 - July 2012
Skills
Java, C, Programming, PowerPoint, System Administration, Software Development, Teamwork, Mathematica, iWork, Scripting
Education
Reed College 2012 — 2016
Bachelor of Arts (BA), Physics, 3.83 GPA
Intercultural Institute of Japan 2008 — 2013
Japanese
Prince of Wales Secondary School 2007 — 2012
95.5% Grade 12 Average
Reed College Math Lab September 2012 - May 2013
Insyde Software Corp. December 2012 - January 2013
Merrill Lynch July 2012 - July 2012
Skills
Java, C, Programming, PowerPoint, System Administration, Software Development, Teamwork, Mathematica, iWork, Scripting
Education
Reed College 2012 — 2016
Bachelor of Arts (BA), Physics, 3.83 GPA
Intercultural Institute of Japan 2008 — 2013
Japanese
Prince of Wales Secondary School 2007 — 2012
95.5% Grade 12 Average
Rob Witty Rob Witty's Merrill Lynch Experience 1999 - 2000
Job Consultant at Modis at Nestle Purina
Industry Information Technology and Services
Experience
Nestlé Purina North America 2006 - Present
Ameren Corp 2005 - 2006
MasterCard 2002 - 2004
Express Scripts 2002 - 2002
Edward Jones 2000 - 2002
Merrill Lynch 1999 - 2000
U.S. Postal Inspection Service 1998 - 1999
General Dynamics Information Technology 1998 - 1998
Applied Intelligence Group 1997 - 1998
Hertz 1993 - 1997
Skills
Change Management, Business Intelligence, Management, Cross-functional Team..., Account Management, Process Improvement, Project Management, Data Warehousing, SDLC, Program Management, Strategic Planning, Sales Management, New Business Development, ITIL, Business Strategy, SharePoint
Education
Regent University 1985 — 1987
Master of Arts (MA), Public Policy
The University of Texas at San Antonio 1978 — 1981
Bachelor of Arts (B.A.), Double major: Business Data Systems & Business Management
Nestlé Purina North America 2006 - Present
Ameren Corp 2005 - 2006
MasterCard 2002 - 2004
Express Scripts 2002 - 2002
Edward Jones 2000 - 2002
Merrill Lynch 1999 - 2000
U.S. Postal Inspection Service 1998 - 1999
General Dynamics Information Technology 1998 - 1998
Applied Intelligence Group 1997 - 1998
Hertz 1993 - 1997
Skills
Change Management, Business Intelligence, Management, Cross-functional Team..., Account Management, Process Improvement, Project Management, Data Warehousing, SDLC, Program Management, Strategic Planning, Sales Management, New Business Development, ITIL, Business Strategy, SharePoint
Education
Regent University 1985 — 1987
Master of Arts (MA), Public Policy
The University of Texas at San Antonio 1978 — 1981
Bachelor of Arts (B.A.), Double major: Business Data Systems & Business Management
Ty Davis Ty Davis's Merrill Lynch Experience October 2009 - June 2010
Job Java Technologies Specialist at TEKsystems
Industry Management Consulting
Experience
TEKsystems February 2014 - Present
T-Law Enterprises June 2010 - January 2014
Merrill Lynch October 2009 - June 2010
Skills
Sports, Event Management, Microsoft Office, Social Media, Event Planning, Professional Athletes, Direct Sales, Advertising Sales, Marketing Strategy, Marketing Communications, Sports Marketing, Sports Management, Financial Planning, Sponsorship, Customer Service, Public Speaking, Public Relations, Account Management, Sales, Leadership, Business Development, Management, Marketing, Social Networking
Education
University of Tennessee-Knoxville 2005 — 2008
Bachelor of Arts (BA), Communication and Media Studies
Regis University 2004 — 2005
TEKsystems February 2014 - Present
T-Law Enterprises June 2010 - January 2014
Merrill Lynch October 2009 - June 2010
Skills
Sports, Event Management, Microsoft Office, Social Media, Event Planning, Professional Athletes, Direct Sales, Advertising Sales, Marketing Strategy, Marketing Communications, Sports Marketing, Sports Management, Financial Planning, Sponsorship, Customer Service, Public Speaking, Public Relations, Account Management, Sales, Leadership, Business Development, Management, Marketing, Social Networking
Education
University of Tennessee-Knoxville 2005 — 2008
Bachelor of Arts (BA), Communication and Media Studies
Regis University 2004 — 2005
Jay Cami Jay Cami's Merrill Lynch Experience June 2001 - August 2001
Job Associate
Industry Information Technology and Services
Experience
JPMorgan Chase February 2014 - Present
Lockheed Martin July 2004 - February 2014
eHire October 2002 - August 2003
Merrill Lynch June 2001 - August 2001
Skills
Program Management, System Requirements, Perl, System Integration..., Technical Leadership, Requirements Analysis, Matlab, Systems Engineering, Engineering Management, Telelogic DOORS, Computer System..., Government Proposals, Software Estimation, C++, Java
Education
Rensselaer Polytechnic Institute 2003 — 2004
Master of Engineering (M.Eng.), Computer and Systems Engineering
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Science (B.S.), Electrical and Computer Engineering
JPMorgan Chase February 2014 - Present
Lockheed Martin July 2004 - February 2014
eHire October 2002 - August 2003
Merrill Lynch June 2001 - August 2001
Skills
Program Management, System Requirements, Perl, System Integration..., Technical Leadership, Requirements Analysis, Matlab, Systems Engineering, Engineering Management, Telelogic DOORS, Computer System..., Government Proposals, Software Estimation, C++, Java
Education
Rensselaer Polytechnic Institute 2003 — 2004
Master of Engineering (M.Eng.), Computer and Systems Engineering
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Science (B.S.), Electrical and Computer Engineering
Josh Weiss, CRCP's Merrill Lynch Experience September 1999 - March 2001
Job Director, Business Risk Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF June 2007 - September 2013
TIAA-CREF June 2005 - June 2007
Charles Schwab May 2004 - May 2005
Merrill Lynch September 1999 - March 2001
Skills
Leadership, Management, Financial Services, Risk Management, Operations Management, Process Improvement, Change Management, Securities, Insurance, Team Leadership, Team Building, Vendor Management, Budgets, Relationship Management, Portfolio Management, Compliance, Strategy
Education
University of San Francisco 1995 — 1997
Bachelor of Science, Organizational Behavior
Regis University
Master’s Degree, Pedagogical Studies
TIAA-CREF September 2013 - Present
TIAA-CREF June 2007 - September 2013
TIAA-CREF June 2005 - June 2007
Charles Schwab May 2004 - May 2005
Merrill Lynch September 1999 - March 2001
Skills
Leadership, Management, Financial Services, Risk Management, Operations Management, Process Improvement, Change Management, Securities, Insurance, Team Leadership, Team Building, Vendor Management, Budgets, Relationship Management, Portfolio Management, Compliance, Strategy
Education
University of San Francisco 1995 — 1997
Bachelor of Science, Organizational Behavior
Regis University
Master’s Degree, Pedagogical Studies
Ryan Hinkis Ryan Hinkis's Merrill Lynch Experience May 2002 - August 2002
Job
Industry Management Consulting
Experience
EY October 2014 - Present
EY September 2011 - Present
Mercer Investment Consulting April 2007 - September 2011
AllianceBernstein October 2004 - March 2007
Merrill Lynch May 2002 - August 2002
Skills
Investments, Portfolio Management, Asset Management, Excel, PowerPoint, Equities, Mutual Funds, Economics, Investment Advisory, Trading, Financial Modeling, Strategic Financial..., Microsoft Excel, Investment Management, Analysis, Strategy, Asset Allocation, Valuation, Banking
Education
Rensselaer Polytechnic Institute 2000 — 2004
Bachelor of Science, Economics
Loomis Chaffee 1996 — 2000
High School
EY October 2014 - Present
EY September 2011 - Present
Mercer Investment Consulting April 2007 - September 2011
AllianceBernstein October 2004 - March 2007
Merrill Lynch May 2002 - August 2002
Skills
Investments, Portfolio Management, Asset Management, Excel, PowerPoint, Equities, Mutual Funds, Economics, Investment Advisory, Trading, Financial Modeling, Strategic Financial..., Microsoft Excel, Investment Management, Analysis, Strategy, Asset Allocation, Valuation, Banking
Education
Rensselaer Polytechnic Institute 2000 — 2004
Bachelor of Science, Economics
Loomis Chaffee 1996 — 2000
High School
Michael Santora Michael Santora's Merrill Lynch Experience September 2010 - December 2010
Job Senior Finance Coordinator
Industry Accounting
Experience
SSATB October 2012 - Present
Maximum Fitness March 2012 - April 2013
Kumon September 2010 - April 2012
Merrill Lynch September 2010 - December 2010
New Jersey American Water June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Research, Microsoft Word, Time Management, Social Media, Social Networking, Leadership, Event Planning, Teamwork, Customer Service, Critical Thinking, Access, SAGE Fund Accounting..., Outlook, Spanish
Education
Rider University 2009 — 2012
Bachelor's degree, Finance & Marketing
Raritan Valley Community College 2009 — 2009
Business Liberal Arts
SSATB October 2012 - Present
Maximum Fitness March 2012 - April 2013
Kumon September 2010 - April 2012
Merrill Lynch September 2010 - December 2010
New Jersey American Water June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Research, Microsoft Word, Time Management, Social Media, Social Networking, Leadership, Event Planning, Teamwork, Customer Service, Critical Thinking, Access, SAGE Fund Accounting..., Outlook, Spanish
Education
Rider University 2009 — 2012
Bachelor's degree, Finance & Marketing
Raritan Valley Community College 2009 — 2009
Business Liberal Arts
Donna Palm Donna Palm's Merrill Lynch Experience 1994 - 2005
Job Finance
Industry Financial Services
Experience
Merrill Lynch 1994 - 2005
TKR Cable Company 1991 - 1993
TKR Cable Company 1988 - 1991
Education
Shippensburg University of Pennsylvania 1983 — 1985
BSBA, Accounting
Raritan Valley Community College 1981 — 1983
Associate of Arts and Sciences (AAS), Accounting
Merrill Lynch 1994 - 2005
TKR Cable Company 1991 - 1993
TKR Cable Company 1988 - 1991
Education
Shippensburg University of Pennsylvania 1983 — 1985
BSBA, Accounting
Raritan Valley Community College 1981 — 1983
Associate of Arts and Sciences (AAS), Accounting
James Rank's Merrill Lynch Experience January 2004 - February 2007
Job Chief Investment Officer at Aspire Advisors, LLC
Industry Financial Services
Experience
Aspire Advisors, LLC April 2012 - Present
Private Investor March 2010 - March 2012
CreditSights March 2008 - March 2010
Terragon Capital Management February 2007 - March 2008
Merrill Lynch January 2004 - February 2007
Education
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor's degree, Finance & Economics
Aspire Advisors, LLC April 2012 - Present
Private Investor March 2010 - March 2012
CreditSights March 2008 - March 2010
Terragon Capital Management February 2007 - March 2008
Merrill Lynch January 2004 - February 2007
Education
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor's degree, Finance & Economics
Joseph Lovell Joseph Lovell's Merrill Lynch Experience January 2008 - September 2009
Job Nat'l Director of Planned Giving at Compassion International
Industry Philanthropy
Experience
Compassion International January 2014 - Present
Providence Financial and Insurance September 2008 - December 2013
Merrill Lynch January 2008 - September 2009
CBN 2005 - 2008
Skills
Mac OS X, Team Building, Customer Service, Fundraising, Process Improvement, Public Speaking, Leadership Development, Critical Thinking, Visio, Project Management, Finance
Education
Trevecca Nazarene University 1978 — 1983
Bachelor of Science, Music
Regent University
working toward M.B.A.
Compassion International January 2014 - Present
Providence Financial and Insurance September 2008 - December 2013
Merrill Lynch January 2008 - September 2009
CBN 2005 - 2008
Skills
Mac OS X, Team Building, Customer Service, Fundraising, Process Improvement, Public Speaking, Leadership Development, Critical Thinking, Visio, Project Management, Finance
Education
Trevecca Nazarene University 1978 — 1983
Bachelor of Science, Music
Regent University
working toward M.B.A.
David Foxhoven David Foxhoven's Merrill Lynch Experience March 1991 - July 1996
Job EVP, Head of Operations & Technology
Industry Financial Services
Experience
ProShares ETFs and ProFunds January 2014 - Present
Brown Brothers Harriman September 2010 - January 2013
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds May 2004 - December 2007
OppenheimerFunds September 1998 - 2004
OppenheimerFunds July 1996 - September 1998
Merrill Lynch March 1991 - July 1996
Skills
Mutual Funds, Securities, Alternative Investments, Fixed Income, Investments, Equities, Financial Services, Portfolio Management, Series 7, Hedge Funds, Bloomberg, Capital Markets, Trading Systems, Trading, Derivatives, Asset Management, Risk Management, Finance, Banking, Change Management, Series 63, Asset Allocation, Investment Management, FINRA, Investment Strategies, Bonds, Options, Valuation, Back Office, Corporate Actions, Middle Office, Fund Accounting, Funding, Financial Markets, Strategy, Investment Banking, Wealth Management, Equity Derivatives, ETF, Exchange Traded...
Education
Regis University 2007 — 2008
MBA, MBA, Finance & Accounting, 4.0
University of Nebraska at Kearney 1987 — 1990
Bachelor of Science in Comprehensive Business Administration, Minors: Mathematics, Finance and Economics
Wayne State College 1985 — 1987
Partial Coursework Credit towards UNK Bachelors, Business, Mathematics & Computer Science
ProShares ETFs and ProFunds January 2014 - Present
Brown Brothers Harriman September 2010 - January 2013
OppenheimerFunds January 2008 - September 2010
OppenheimerFunds May 2004 - December 2007
OppenheimerFunds September 1998 - 2004
OppenheimerFunds July 1996 - September 1998
Merrill Lynch March 1991 - July 1996
Skills
Mutual Funds, Securities, Alternative Investments, Fixed Income, Investments, Equities, Financial Services, Portfolio Management, Series 7, Hedge Funds, Bloomberg, Capital Markets, Trading Systems, Trading, Derivatives, Asset Management, Risk Management, Finance, Banking, Change Management, Series 63, Asset Allocation, Investment Management, FINRA, Investment Strategies, Bonds, Options, Valuation, Back Office, Corporate Actions, Middle Office, Fund Accounting, Funding, Financial Markets, Strategy, Investment Banking, Wealth Management, Equity Derivatives, ETF, Exchange Traded...
Education
Regis University 2007 — 2008
MBA, MBA, Finance & Accounting, 4.0
University of Nebraska at Kearney 1987 — 1990
Bachelor of Science in Comprehensive Business Administration, Minors: Mathematics, Finance and Economics
Wayne State College 1985 — 1987
Partial Coursework Credit towards UNK Bachelors, Business, Mathematics & Computer Science
Lawrence Solomayer Lawrence Solomayer's Merrill Lynch Experience July 2011 - Present
Job Senior Registered Rep at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Lincoln Investment Planning October 2008 - July 2011
AXA Advisors May 2006 - May 2008
Merrill Lynch February 1992 - December 2004
Skills
Series 7 Series 66 Life..., 401k, 403 b, Life Insurance, Mutual Funds, Securities, Investments, Annuity Sales, Variable Annuities, Charitable Remainder..., Retirement Planning, Investment Advisory
Education
Seton Hall University 1998 — 2001
BS, Business Administration
Raritan Valley Community College
AS, Business Administration
Merrill Lynch July 2011 - Present
Lincoln Investment Planning October 2008 - July 2011
AXA Advisors May 2006 - May 2008
Merrill Lynch February 1992 - December 2004
Skills
Series 7 Series 66 Life..., 401k, 403 b, Life Insurance, Mutual Funds, Securities, Investments, Annuity Sales, Variable Annuities, Charitable Remainder..., Retirement Planning, Investment Advisory
Education
Seton Hall University 1998 — 2001
BS, Business Administration
Raritan Valley Community College
AS, Business Administration
Rosa Hild Rosa Hild's Merrill Lynch Experience January 1996 - August 1998
Job Senior Accountant at Colorado HealthOP
Industry Accounting
Experience
Colorado HealthOP October 2013 - Present
Kaiser Permanente November 2011 - October 2013
Kaiser Permanente July 2009 - November 2011
Elements December 2007 - March 2009
Intrawest December 2005 - July 2007
City of Lakewood September 2001 - June 2005
GE Auto Warranty Services August 1998 - September 2001
Merrill Lynch January 1996 - August 1998
Skills
General Ledger, Account Reconciliation, Accounts Receivable, Accounting, Accounts Payable, Microsoft Office, Financial Reporting, Spreadsheets, Journal Entries
Education
Regis University 2001 — 2005
B.S., Accounting
Red Rocks Community College 1996 — 2000
AAS, Accounting
Colorado HealthOP October 2013 - Present
Kaiser Permanente November 2011 - October 2013
Kaiser Permanente July 2009 - November 2011
Elements December 2007 - March 2009
Intrawest December 2005 - July 2007
City of Lakewood September 2001 - June 2005
GE Auto Warranty Services August 1998 - September 2001
Merrill Lynch January 1996 - August 1998
Skills
General Ledger, Account Reconciliation, Accounts Receivable, Accounting, Accounts Payable, Microsoft Office, Financial Reporting, Spreadsheets, Journal Entries
Education
Regis University 2001 — 2005
B.S., Accounting
Red Rocks Community College 1996 — 2000
AAS, Accounting
Anthony W. Calabrese Anthony W. Calabrese's Merrill Lynch Experience 1986 - 1990
Job Vice President of Operations, TMC
Industry Electrical/Electronic Manufacturing
Experience
Technical Manufacturing Corporation June 2005 - Present
Nash Engineering / Gardner Denver 2003 - 2005
Calabrese and Company, LLC 1997 - 2003
Reflexite Corporation 1994 - 1997
Connecticut Conference of Municipalities 1990 - 1994
Merrill Lynch 1986 - 1990
Skills
Lean Manufacturing, Manufacturing, Process Improvement, Continuous Improvement, Value Stream Mapping, ERP, Supply Chain Management, Operations Management, Process Engineering, Cross-functional Team..., Product Development, Supply Chain, Change Management, Quality Management, ISO 9001:2008, AS9100, Microsoft SQL Server, SAS, SAP Business Objects, Project Management, Warehouse Management..., Logistics, Cross Functional Team..., International Project..., Relationship Management, CERTIFIED IPC TRAINER..., Warehouse Management, Leadership, Management, Strategy, Baan ERP, ERP Implementations, contract electronics, Systems Analysis, IT Management, MRP, Inventory Management, Multiple Sites
Education
Flight Safety Academy 2006 — 2007
CIME, CFI, CFII, Aviation
Rensselaer Polytechnic Institute 1996 — 2001
MBA, Business Administration and Management, General
University of New Haven 1991 — 1993
MS, Computer and Information Science
University of New Haven 1988 — 1991
BS, Computer Science
University of Rhode Island 1986 — 1988
N/A, Electrical Engineering
Worcester Polytechnic Institute
Technical Manufacturing Corporation June 2005 - Present
Nash Engineering / Gardner Denver 2003 - 2005
Calabrese and Company, LLC 1997 - 2003
Reflexite Corporation 1994 - 1997
Connecticut Conference of Municipalities 1990 - 1994
Merrill Lynch 1986 - 1990
Skills
Lean Manufacturing, Manufacturing, Process Improvement, Continuous Improvement, Value Stream Mapping, ERP, Supply Chain Management, Operations Management, Process Engineering, Cross-functional Team..., Product Development, Supply Chain, Change Management, Quality Management, ISO 9001:2008, AS9100, Microsoft SQL Server, SAS, SAP Business Objects, Project Management, Warehouse Management..., Logistics, Cross Functional Team..., International Project..., Relationship Management, CERTIFIED IPC TRAINER..., Warehouse Management, Leadership, Management, Strategy, Baan ERP, ERP Implementations, contract electronics, Systems Analysis, IT Management, MRP, Inventory Management, Multiple Sites
Education
Flight Safety Academy 2006 — 2007
CIME, CFI, CFII, Aviation
Rensselaer Polytechnic Institute 1996 — 2001
MBA, Business Administration and Management, General
University of New Haven 1991 — 1993
MS, Computer and Information Science
University of New Haven 1988 — 1991
BS, Computer Science
University of Rhode Island 1986 — 1988
N/A, Electrical Engineering
Worcester Polytechnic Institute
Jed Quense Jed Quense's Merrill Lynch Experience July 2006 - September 2006
Job Purchasing at ALPS Technologies
Industry Broadcast Media
Experience
ALPS Technologies January 2014 - Present
Alps Technologies May 2011 - July 2011
Merrill Lynch July 2006 - September 2006
Skills
Microsoft Office, Adobe Creative Suite, Final Cut Pro, Facebook, YouTube, Pinnacle Studio, Writing, Editing, Celtx, Directing, Social Media, Photoshop, script writing, Creative Writing, Film, Video, Film Production, Video Production, Television, Blogging, Social Networking
Education
Seton Hall University 2010 — 2012
Bachelor of Arts (B.A.), Film and TV
Raritan Valley Community College 2007 — 2010
Associates of Science, Digital Media/Film Studies Program
ALPS Technologies January 2014 - Present
Alps Technologies May 2011 - July 2011
Merrill Lynch July 2006 - September 2006
Skills
Microsoft Office, Adobe Creative Suite, Final Cut Pro, Facebook, YouTube, Pinnacle Studio, Writing, Editing, Celtx, Directing, Social Media, Photoshop, script writing, Creative Writing, Film, Video, Film Production, Video Production, Television, Blogging, Social Networking
Education
Seton Hall University 2010 — 2012
Bachelor of Arts (B.A.), Film and TV
Raritan Valley Community College 2007 — 2010
Associates of Science, Digital Media/Film Studies Program
Chandan Benjaram's Merrill Lynch Experience July 2003 - January 2005
Job Sr Enterprise Engineer at Apple
Industry Information Technology and Services
Experience
Apple March 2012 - Present
Apple Inc. January 2010 - March 2012
Maisa Solutions 2009 - 2011
Verical Inc September 2008 - January 2010
Department of Motor Vehicles, CA April 2008 - September 2008
Sesame Street October 2007 - April 2008
Palm May 2007 - September 2007
Nike February 2006 - May 2007
Merrill Lynch July 2003 - January 2005
Skills
Java, Ruby on Rails, Framework Development, J2EE, Scrum, JPA, HTML5, WebObjects, JUnit, Struts, XML, AJAX, JDBC, MySQL, Servlets, JMS, REST, OOP, Ruby, JSP, EJB, Object Oriented Design, Software Engineering, Perl, Swing, SOAP, JSF, Groovy, CVS, Design Patterns, UML, jQuery, JSON, Hudson, C++, SQL, Cassandra, Hadoop, MongoDB, Offshore Resource..., Security, Enterprise Architecture, Database Design, RDBMS, NoSQL, Java Enterprise Edition, CSS, HTML 5, Spring, Web Services
Education
Regis University 2005 — 2006
Master of Science, Computer and Information Technology
Apple March 2012 - Present
Apple Inc. January 2010 - March 2012
Maisa Solutions 2009 - 2011
Verical Inc September 2008 - January 2010
Department of Motor Vehicles, CA April 2008 - September 2008
Sesame Street October 2007 - April 2008
Palm May 2007 - September 2007
Nike February 2006 - May 2007
Merrill Lynch July 2003 - January 2005
Skills
Java, Ruby on Rails, Framework Development, J2EE, Scrum, JPA, HTML5, WebObjects, JUnit, Struts, XML, AJAX, JDBC, MySQL, Servlets, JMS, REST, OOP, Ruby, JSP, EJB, Object Oriented Design, Software Engineering, Perl, Swing, SOAP, JSF, Groovy, CVS, Design Patterns, UML, jQuery, JSON, Hudson, C++, SQL, Cassandra, Hadoop, MongoDB, Offshore Resource..., Security, Enterprise Architecture, Database Design, RDBMS, NoSQL, Java Enterprise Edition, CSS, HTML 5, Spring, Web Services
Education
Regis University 2005 — 2006
Master of Science, Computer and Information Technology
Christopher Getman Christopher Getman's Merrill Lynch Experience 1972 - 2001
Job Owner at Soundview Capital management corp.
Industry Investment Management
Experience
Soundview Capital management corp. 2001 - Present
Merrill Lynch 1972 - 2001
Hotchkiss School, Yale University, Merrill Lynch 1965 - 1970
Skills
Coaching, Investment Management, President New Haven..., Private Equity, Orchestral Music, Investments, Mutual Funds, Nonprofits, Management, Portfolio Management, Valuation, Fundraising, Venture Capital, Mergers & Acquisitions, Business Development, Alternative Investments, Corporate Development
Education
Reed College 1964 — 1965
MAT in English
Yale University 1959 — 1964
B.A.
Soundview Capital management corp. 2001 - Present
Merrill Lynch 1972 - 2001
Hotchkiss School, Yale University, Merrill Lynch 1965 - 1970
Skills
Coaching, Investment Management, President New Haven..., Private Equity, Orchestral Music, Investments, Mutual Funds, Nonprofits, Management, Portfolio Management, Valuation, Fundraising, Venture Capital, Mergers & Acquisitions, Business Development, Alternative Investments, Corporate Development
Education
Reed College 1964 — 1965
MAT in English
Yale University 1959 — 1964
B.A.
Tina Scavron Tina Scavron's Merrill Lynch Experience July 1999 - January 2000
Job Senior Program/Director, Real Estate Portfolio Pharma, Financial or Banking Industries.
Industry Information Technology and Services
Experience
Pharma February 2005 - Present
Cedar Ridge Stables of Bedminster April 1990 - Present
Real Estate February 1985 - Present
Teleco January 2004 - August 2004
Pharma 2002 - 2004
Prior Positions January 1987 - July 2003
Liz Claiborne June 2001 - February 2002
Siemens January 2000 - June 2001
Merrill Lynch July 1999 - January 2000
Aventis/HiServ July 1998 - July 1999
Skills
Managed Services, Program Management, Six Sigma, Clarity, MS Project Server, Kaizen, Project Portfolio..., Call Center, Windows Server, Change Management, Product Management, Risk Management, Contract Management, Active Directory, Project Management, IT Strategy, Management, ITIL, SDLC, Team Leadership, IT Service Management, Vendor Management, IT Management, Integration, Process Improvement, Leadership, Disaster Recovery, CRM, Information Technology, Cross-functional Team...
Education
The George Washington University 2008 — 2009
Certificate, Program Manager Certification
SCTI 2005 — 2005
Complete, Network Security CSSP
Internal 2004 — 2004
Certificate, CFR 21 Part 11
Third Party 2004 — 2004
Certificate, Project 2003 Server
AVTECH 2002 — 2003
Certificate, Windows 2000, Unix, CCNP
NJ 1987 — 1998
Certificate, Real Estate Realtor/Appraiser
University of South Florida 1979 — 1983
NA, Computer Science
Raritan Valley Community College
Certificate, Sigma Green Belt
Raritan Valley Community College
Pharma February 2005 - Present
Cedar Ridge Stables of Bedminster April 1990 - Present
Real Estate February 1985 - Present
Teleco January 2004 - August 2004
Pharma 2002 - 2004
Prior Positions January 1987 - July 2003
Liz Claiborne June 2001 - February 2002
Siemens January 2000 - June 2001
Merrill Lynch July 1999 - January 2000
Aventis/HiServ July 1998 - July 1999
Skills
Managed Services, Program Management, Six Sigma, Clarity, MS Project Server, Kaizen, Project Portfolio..., Call Center, Windows Server, Change Management, Product Management, Risk Management, Contract Management, Active Directory, Project Management, IT Strategy, Management, ITIL, SDLC, Team Leadership, IT Service Management, Vendor Management, IT Management, Integration, Process Improvement, Leadership, Disaster Recovery, CRM, Information Technology, Cross-functional Team...
Education
The George Washington University 2008 — 2009
Certificate, Program Manager Certification
SCTI 2005 — 2005
Complete, Network Security CSSP
Internal 2004 — 2004
Certificate, CFR 21 Part 11
Third Party 2004 — 2004
Certificate, Project 2003 Server
AVTECH 2002 — 2003
Certificate, Windows 2000, Unix, CCNP
NJ 1987 — 1998
Certificate, Real Estate Realtor/Appraiser
University of South Florida 1979 — 1983
NA, Computer Science
Raritan Valley Community College
Certificate, Sigma Green Belt
Raritan Valley Community College
Kelly Knower's Merrill Lynch Experience 1997 - 2003
Job Executive Administrative Assistant at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson June 2003 - Present
Merrill Lynch 1997 - 2003
Skills
Cross-functional Team..., Outlook, Pharmaceutical Industry, Calendars, FDA, Clinical Trials, Travel Arrangements, Confidentiality, Medical Devices, GMP, SharePoint, Event Planning, Consumer Products, Biotechnology, SOP, Executive Support, Leadership, Marketing
Education
Katharine Gibbs
Corporate Assistant Program
Rutgers University
Studies towards Business Administration
Raritan Valley Community College
Associate of Science (A.S.), Business Administration and Management, General
Johnson & Johnson June 2003 - Present
Merrill Lynch 1997 - 2003
Skills
Cross-functional Team..., Outlook, Pharmaceutical Industry, Calendars, FDA, Clinical Trials, Travel Arrangements, Confidentiality, Medical Devices, GMP, SharePoint, Event Planning, Consumer Products, Biotechnology, SOP, Executive Support, Leadership, Marketing
Education
Katharine Gibbs
Corporate Assistant Program
Rutgers University
Studies towards Business Administration
Raritan Valley Community College
Associate of Science (A.S.), Business Administration and Management, General
FELIX NEGRON FELIX NEGRON's Merrill Lynch Experience December 1999 - February 2001
Job Quality Control Manager at NFI
Industry Medical Devices
Experience
NFI March 2014 - Present
BASF March 2013 - September 2013
Philips March 2010 - October 2012
Model Offset Printing Corp. September 2005 - December 2009
Tiffany & Co. February 2001 - April 2005
Merrill Lynch December 1999 - February 2001
Skills
ISO 13485, FDA, Iso 9000, CAPA, Quality Assurance, Quality System, Leadership, Management, Process Improvement, Product Development, Six Sigma, SPC, Supplier Quality
Education
Rensselaer Polytechnic Institute 1995 — 1996
Master of Science (M.S.), Industrial Engineering, 3.7
University of Puerto Rico 1990 — 1995
Bachelor of Business Administration (B.B.A.), Statistics, 3.3
NFI March 2014 - Present
BASF March 2013 - September 2013
Philips March 2010 - October 2012
Model Offset Printing Corp. September 2005 - December 2009
Tiffany & Co. February 2001 - April 2005
Merrill Lynch December 1999 - February 2001
Skills
ISO 13485, FDA, Iso 9000, CAPA, Quality Assurance, Quality System, Leadership, Management, Process Improvement, Product Development, Six Sigma, SPC, Supplier Quality
Education
Rensselaer Polytechnic Institute 1995 — 1996
Master of Science (M.S.), Industrial Engineering, 3.7
University of Puerto Rico 1990 — 1995
Bachelor of Business Administration (B.B.A.), Statistics, 3.3
Odears Fletcher Odears Fletcher's Merrill Lynch Experience July 1998 - April 2006
Job Realtor at RE/MAX Pinnacle
Industry Real Estate
Experience
RE/MAX Pinnacle January 2009 - Present
RE/MAX Pinnacle January 2009 - Present
Weichert 2005 - 2008
Merrill Lynch July 1998 - April 2006
Medco 1994 - 1997
Skills
Investment Properties, Short Sales, Real Estate Transactions, Real Estate, First Time Home Buyers, Relocation, Property, Sellers, Buyers, Foreclosures, Investors, Condos, REO, Single Family Homes
Education
Raritan Valley Community College 2000 — 2001
Early Childhood Development
Union County College 1988 — 1992
Information Technology
Rutgers, The State University of New Jersey-Newark 1982 — 1984
Information Systems
RE/MAX Pinnacle January 2009 - Present
RE/MAX Pinnacle January 2009 - Present
Weichert 2005 - 2008
Merrill Lynch July 1998 - April 2006
Medco 1994 - 1997
Skills
Investment Properties, Short Sales, Real Estate Transactions, Real Estate, First Time Home Buyers, Relocation, Property, Sellers, Buyers, Foreclosures, Investors, Condos, REO, Single Family Homes
Education
Raritan Valley Community College 2000 — 2001
Early Childhood Development
Union County College 1988 — 1992
Information Technology
Rutgers, The State University of New Jersey-Newark 1982 — 1984
Information Systems
Dan Kwok Dan Kwok's Merrill Lynch Experience January 2004 - November 2004
Job Senior Project Manager
Industry Internet
Experience
Viacom - Music & Entertainment April 2014 - Present
Nubreed Martial Arts Academy November 2002 - Present
Tablet Inc May 2013 - February 2014
Annalect Group March 2012 - May 2013
BuyWithMe Inc. (acquired by Gilt Groupe) September 2010 - October 2011
InteractiveOne (formerly Community Connect Inc.) January 2008 - August 2010
Community Connect Inc. November 2005 - January 2008
Community Connect Inc. November 2004 - November 2005
Merrill Lynch January 2004 - November 2004
Merrill Lynch November 2001 - January 2004
Skills
Scrum, Kanban, Agile Methodologies, Agile Project Management, Project Management, Product Management, Cross-functional Team..., Leadership, Martial Arts, Digital Marketing, Mobile Devices, Information Architecture, E-commerce, User Experience, Analytics, SDLC, Strategy, Online Advertising, Integration, Program Management, Software Development, SEO
Education
Rensselaer Polytechnic Institute 1993 — 1997
BS, Computer and Systems Engineering
Bronx science 1989 — 1993
Viacom - Music & Entertainment April 2014 - Present
Nubreed Martial Arts Academy November 2002 - Present
Tablet Inc May 2013 - February 2014
Annalect Group March 2012 - May 2013
BuyWithMe Inc. (acquired by Gilt Groupe) September 2010 - October 2011
InteractiveOne (formerly Community Connect Inc.) January 2008 - August 2010
Community Connect Inc. November 2005 - January 2008
Community Connect Inc. November 2004 - November 2005
Merrill Lynch January 2004 - November 2004
Merrill Lynch November 2001 - January 2004
Skills
Scrum, Kanban, Agile Methodologies, Agile Project Management, Project Management, Product Management, Cross-functional Team..., Leadership, Martial Arts, Digital Marketing, Mobile Devices, Information Architecture, E-commerce, User Experience, Analytics, SDLC, Strategy, Online Advertising, Integration, Program Management, Software Development, SEO
Education
Rensselaer Polytechnic Institute 1993 — 1997
BS, Computer and Systems Engineering
Bronx science 1989 — 1993
Doug Peterson's Merrill Lynch Experience 1988 - 2003
Job CISO at GreatWest
Industry Financial Services
Experience
Great-West Financial April 2015 - Present
Nationstar Mortgage January 2013 - March 2015
Aurora Bank FSB September 2008 - January 2013
Lehman Brothers November 2003 - September 2008
Merrill Lynch 1988 - 2003
Skills
CBCP, CISSP, GISP, Disaster Recovery, Business Continuity, Risk Management, Incident Management, Risk Assessment, Risk Mitigation, Crisis Management, Security, Contingency Planning, Security Management, Project Planning, Physical Security, Leadership, ITIL, Team Leadership, IT Audit, Information Security..., Business Process..., Information Technology, Information Security, IT Strategy, Operational Risk..., Process Improvement, Network Security, Enterprise Risk..., Business Continuity..., Change Management, Vendor Management, SDLC, IT Management, Program Management
Education
Regis University 2000 — 2004
Bachelor of Science, Business Administration and International Business
Great-West Financial April 2015 - Present
Nationstar Mortgage January 2013 - March 2015
Aurora Bank FSB September 2008 - January 2013
Lehman Brothers November 2003 - September 2008
Merrill Lynch 1988 - 2003
Skills
CBCP, CISSP, GISP, Disaster Recovery, Business Continuity, Risk Management, Incident Management, Risk Assessment, Risk Mitigation, Crisis Management, Security, Contingency Planning, Security Management, Project Planning, Physical Security, Leadership, ITIL, Team Leadership, IT Audit, Information Security..., Business Process..., Information Technology, Information Security, IT Strategy, Operational Risk..., Process Improvement, Network Security, Enterprise Risk..., Business Continuity..., Change Management, Vendor Management, SDLC, IT Management, Program Management
Education
Regis University 2000 — 2004
Bachelor of Science, Business Administration and International Business
Lou Fischer Lou Fischer's Merrill Lynch Experience 1997 - 2005
Job Director of Business Services at East Coast Media
Industry Printing
Experience
East Coast Media February 2009 - Present
LFS Printing Co. April 2007 - January 2009
Merrill Lynch 1997 - 2005
B&L Printing Co., Inc 1988 - 1996
B&L Printing Co., Inc 1988 - 1996
B&L Printing Co., Inc 1988 - 1996
B&L Printing Co., Inc 1988 - 1996
Skills
Vendor Management, Process Improvement, Financial Services, Marketing Strategy, Strategic Financial..., Strategic Planning, Financial Analysis, Project Management, Investments, Marketing, Business Development, Team Building, Business Planning, Cross-functional Team..., Management Consulting, Strategy, Small Business, Management, Leadership, Marketing Communications
Education
Raritan Valley Community College 1978 — 1980
Associate, Business Management
Manville High
East Coast Media February 2009 - Present
LFS Printing Co. April 2007 - January 2009
Merrill Lynch 1997 - 2005
B&L Printing Co., Inc 1988 - 1996
B&L Printing Co., Inc 1988 - 1996
B&L Printing Co., Inc 1988 - 1996
B&L Printing Co., Inc 1988 - 1996
Skills
Vendor Management, Process Improvement, Financial Services, Marketing Strategy, Strategic Financial..., Strategic Planning, Financial Analysis, Project Management, Investments, Marketing, Business Development, Team Building, Business Planning, Cross-functional Team..., Management Consulting, Strategy, Small Business, Management, Leadership, Marketing Communications
Education
Raritan Valley Community College 1978 — 1980
Associate, Business Management
Manville High
Ray Tate's Merrill Lynch Experience February 2007 - May 2010
Job at AlternativeFools
Industry Think Tanks
Experience
Alternativefools May 2010 - Present
Merrill Lynch February 2007 - May 2010
Merrill Lynch June 1998 - February 2007
Skills
Investments, Asset Managment, Portfolio Management, Wealth Management, Strategic Financial..., Financial Services, Equities, Private Equity, Series 7, Venture Capital, Alternative Investments, Risk Management
Education
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Psychology
Alternativefools May 2010 - Present
Merrill Lynch February 2007 - May 2010
Merrill Lynch June 1998 - February 2007
Skills
Investments, Asset Managment, Portfolio Management, Wealth Management, Strategic Financial..., Financial Services, Equities, Private Equity, Series 7, Venture Capital, Alternative Investments, Risk Management
Education
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Psychology
Justin Larzelere Justin Larzelere's Merrill Lynch Experience June 2008 - August 2008
Job Associate Product Manager at Fitbit
Industry Banking
Experience
Fitbit February 2012 - December 2014
3VR April 2011 - February 2012
Wells Fargo June 2010 - February 2011
Regis University September 2006 - December 2010
Touchstone Construction June 2009 - August 2009
KL Interiors June 2006 - August 2009
Merrill Lynch June 2008 - August 2008
Menlo Park Police Department June 2007 - August 2007
EuroDesign Cabinets June 2006 - August 2006
Skills
Start-ups, Leadership, Public Speaking, Marketing, Sales, CRM
Education
Regis University 2006 — 2010
SB, Economics, Politics, Literature
Fitbit February 2012 - December 2014
3VR April 2011 - February 2012
Wells Fargo June 2010 - February 2011
Regis University September 2006 - December 2010
Touchstone Construction June 2009 - August 2009
KL Interiors June 2006 - August 2009
Merrill Lynch June 2008 - August 2008
Menlo Park Police Department June 2007 - August 2007
EuroDesign Cabinets June 2006 - August 2006
Skills
Start-ups, Leadership, Public Speaking, Marketing, Sales, CRM
Education
Regis University 2006 — 2010
SB, Economics, Politics, Literature
Joseph Guido's Merrill Lynch Experience January 2012 - July 2012
Job Sales Analyst at Aeropostale
Industry Financial Services
Experience
Aeropostale November 2013 - Present
PIM Brands July 2012 - November 2013
Merrill Lynch January 2012 - July 2012
Rutgers University September 2009 - May 2011
Skills
Tax Return Preparation, Customer Service, Phone Skills, Tax Reporting, Organizational..., Team Leadership, Analysis, Tax Preparation, Microsoft Excel, Microsoft Office, Management, Telephone Skills, PowerPoint, Microsoft Word, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
Bachelor of Arts (B.A.), Economics
Raritan Valley Community College 2006 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Aeropostale November 2013 - Present
PIM Brands July 2012 - November 2013
Merrill Lynch January 2012 - July 2012
Rutgers University September 2009 - May 2011
Skills
Tax Return Preparation, Customer Service, Phone Skills, Tax Reporting, Organizational..., Team Leadership, Analysis, Tax Preparation, Microsoft Excel, Microsoft Office, Management, Telephone Skills, PowerPoint, Microsoft Word, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
Bachelor of Arts (B.A.), Economics
Raritan Valley Community College 2006 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Steve Memsz's Merrill Lynch Experience June 2013 - Present
Job Stocks and equity
Industry Health, Wellness and Fitness
Experience
Merrill Lynch June 2013 - Present
Eclipse Fitness Sports and Wellness August 2011 - Present
Fullerton Ford Auto Group September 2010 - April 2011
Skills
Customer Service, Team Building, Microsoft Office, Coaching, Management, Microsoft Excel, Sales, Leadership, Strategic Planning, Team Leadership, Microsoft Word, Process Improvement
Education
Raritan Valley Community College
Bachelor's degree, Business/Commerce, General
Merrill Lynch June 2013 - Present
Eclipse Fitness Sports and Wellness August 2011 - Present
Fullerton Ford Auto Group September 2010 - April 2011
Skills
Customer Service, Team Building, Microsoft Office, Coaching, Management, Microsoft Excel, Sales, Leadership, Strategic Planning, Team Leadership, Microsoft Word, Process Improvement
Education
Raritan Valley Community College
Bachelor's degree, Business/Commerce, General
Callie Skokos Callie Skokos's Merrill Lynch Experience 1989 - 1999
Job Communications | Marketing | Branding
Industry Information Technology and Services
Experience
Splunk March 2015 - Present
RunningPretty March 2007 - Present
LiveWire Creative March 2004 - Present
Intel Security September 2011 - February 2015
McAfee March 2008 - September 2011
Expanets February 2001 - February 2004
Merrill Lynch 1989 - 1999
Skills
Marketing Strategy, Lead Generation, Graphic Design, SaaS, Multi-channel Marketing, Strategy, Corporate Communications, Marketing Communications, Online Marketing, Marketing, Start-ups, Product Marketing, Direct Sales, Technical Writing, Creative Writing, Social Media, Blogging, Email Marketing, Management, Press Releases, Brand Development, Web Design, Strategic Partnerships, Sales, Business Strategy, Online Advertising, SEO, Entrepreneurship, B2B, Direct Marketing, Business Planning, E-commerce, Digital Marketing, Channel Partners, B2B Marketing, Salesforce.com, CRM, Integrated Marketing, Networking
Education
Regis University 1995 — 1996
Rutgers University-New Brunswick 1985 — 1989
BA, English, History, Political Science
Splunk March 2015 - Present
RunningPretty March 2007 - Present
LiveWire Creative March 2004 - Present
Intel Security September 2011 - February 2015
McAfee March 2008 - September 2011
Expanets February 2001 - February 2004
Merrill Lynch 1989 - 1999
Skills
Marketing Strategy, Lead Generation, Graphic Design, SaaS, Multi-channel Marketing, Strategy, Corporate Communications, Marketing Communications, Online Marketing, Marketing, Start-ups, Product Marketing, Direct Sales, Technical Writing, Creative Writing, Social Media, Blogging, Email Marketing, Management, Press Releases, Brand Development, Web Design, Strategic Partnerships, Sales, Business Strategy, Online Advertising, SEO, Entrepreneurship, B2B, Direct Marketing, Business Planning, E-commerce, Digital Marketing, Channel Partners, B2B Marketing, Salesforce.com, CRM, Integrated Marketing, Networking
Education
Regis University 1995 — 1996
Rutgers University-New Brunswick 1985 — 1989
BA, English, History, Political Science
S.W. Chip Burke, III S.W. Chip Burke, III's Merrill Lynch Experience January 1980 - June 1981
Job Owner/Agent at Burke & Burke Insurance Marketing Inc
Industry Insurance
Experience
Burke & Burke Insurance marketing Inc 1989 - Present
B & O Interests June 1981 - June 1989
Merrill Lynch January 1980 - June 1981
Bank Of Commerce October 1977 - January 1980
Commercial National Bank September 1975 - September 1977
Manufacturers Hanover Trust September 1971 - September 1975
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance
Education
Regis University 1966 — 1970
BS, Business Administration
Portsmouth Priory
Burke & Burke Insurance marketing Inc 1989 - Present
B & O Interests June 1981 - June 1989
Merrill Lynch January 1980 - June 1981
Bank Of Commerce October 1977 - January 1980
Commercial National Bank September 1975 - September 1977
Manufacturers Hanover Trust September 1971 - September 1975
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance
Education
Regis University 1966 — 1970
BS, Business Administration
Portsmouth Priory
Paul Diamond, CFA Paul Diamond, CFA's Merrill Lynch Experience February 2006 - July 2009
Job Senior Investment Advisor at PNC
Industry Financial Services
Experience
PNC April 2014 - Present
Adherence Consulting Group (ACG), LLC May 2011 - March 2014
GFI Group February 2010 - July 2011
Merrill Lynch February 2006 - July 2009
Deutsche Bank June 1998 - June 2005
Deutsche Bank January 1997 - June 1998
Deutsche Bank January 1996 - January 1997
Deutsche Bank January 1994 - January 1996
Deutsche Bank January 1992 - January 1994
J.P. Morgan January 1986 - January 1992
Skills
Portfolio Management, Research, Risk Management, Capital Markets, Investor Relations, Market Analysis, Derivatives, Equities, Fixed Income, Trading Systems, Financial Accounting, Proposal Writing, Sound, Budgeting, Options, Trading, Financial Reporting, Front Office, Excel, Budgets, Microsoft Excel, Alternative Investments, Asset Management, Valuation, Hedge Funds, Investments, Securities, Mutual Funds, Investment Management, Financial Services
Education
Regis University 2012 — 2016
MS, Accounting
CFA Institute 1998 — 2001
CFA, Finance
Nasdaq
West Virginia University
BA, Accounting
PNC April 2014 - Present
Adherence Consulting Group (ACG), LLC May 2011 - March 2014
GFI Group February 2010 - July 2011
Merrill Lynch February 2006 - July 2009
Deutsche Bank June 1998 - June 2005
Deutsche Bank January 1997 - June 1998
Deutsche Bank January 1996 - January 1997
Deutsche Bank January 1994 - January 1996
Deutsche Bank January 1992 - January 1994
J.P. Morgan January 1986 - January 1992
Skills
Portfolio Management, Research, Risk Management, Capital Markets, Investor Relations, Market Analysis, Derivatives, Equities, Fixed Income, Trading Systems, Financial Accounting, Proposal Writing, Sound, Budgeting, Options, Trading, Financial Reporting, Front Office, Excel, Budgets, Microsoft Excel, Alternative Investments, Asset Management, Valuation, Hedge Funds, Investments, Securities, Mutual Funds, Investment Management, Financial Services
Education
Regis University 2012 — 2016
MS, Accounting
CFA Institute 1998 — 2001
CFA, Finance
Nasdaq
West Virginia University
BA, Accounting
Renee Archoleka Renee Archoleka's Merrill Lynch Experience March 1996 - January 1999
Job MBA, PMP, Business Analyst
Industry Insurance
Experience
Prudential Insurance December 2004 - Present
Morgan Stanley February 1999 - December 2004
Merrill Lynch March 1996 - January 1999
Skills
Business Analysis, Usability Testing, Requirements Gathering, Business Requirements, Customer Service, Volunteer Coordination, Operations Management, Databases, Database Administration, Data Analysis, Troubleshooting, Management, Project Management, Quality Assurance, SDLC, Visio, Volunteer Management
Education
Regis University 2007 — 2009
MBA, Business Administration
Thomas Edison State College 1998 — 2001
Liberal Arts, Computer Science
Prudential Insurance December 2004 - Present
Morgan Stanley February 1999 - December 2004
Merrill Lynch March 1996 - January 1999
Skills
Business Analysis, Usability Testing, Requirements Gathering, Business Requirements, Customer Service, Volunteer Coordination, Operations Management, Databases, Database Administration, Data Analysis, Troubleshooting, Management, Project Management, Quality Assurance, SDLC, Visio, Volunteer Management
Education
Regis University 2007 — 2009
MBA, Business Administration
Thomas Edison State College 1998 — 2001
Liberal Arts, Computer Science
Joe Schneider's Merrill Lynch Experience 2000 - 2003
Job Warehouse Operations Manager at PepsiCo Frito Lay
Industry Logistics and Supply Chain
Experience
PepsiCo - Frito Lay May 2014 - Present
PepsiCo - Frito Lay February 2013 - May 2014
Frito Lay July 2011 - February 2013
PepsiCo 2007 - July 2011
AtLast Fulfillment 2004 - 2006
Merrill Lynch 2000 - 2003
Skills
Supply Chain Management, Warehousing, Supply Chain, Operations Management, Logistics, Process Improvement, Inventory Management, Logistics Management, Transportation, Transportation..., Inventory Control, Team Building, Shipping, Forecasting, Supply Chain..., SAP, Warehouse Management, Six Sigma, Change Management, Management, Continuous Improvement, 3PL, Customer Service, Freight, Team Leadership, Kaizen, Fleet Management, Project Planning, Analysis, Supply Chain Operations, Strategic Planning, Cross-functional Team..., Leadership, Pricing, Lean Manufacturing
Education
UNF
Regis University 2012 — 2013
Master of Science (M.S.), Organizational Leadership
Texas Tech University 2009 — 2011
BA, General Studies
PepsiCo - Frito Lay May 2014 - Present
PepsiCo - Frito Lay February 2013 - May 2014
Frito Lay July 2011 - February 2013
PepsiCo 2007 - July 2011
AtLast Fulfillment 2004 - 2006
Merrill Lynch 2000 - 2003
Skills
Supply Chain Management, Warehousing, Supply Chain, Operations Management, Logistics, Process Improvement, Inventory Management, Logistics Management, Transportation, Transportation..., Inventory Control, Team Building, Shipping, Forecasting, Supply Chain..., SAP, Warehouse Management, Six Sigma, Change Management, Management, Continuous Improvement, 3PL, Customer Service, Freight, Team Leadership, Kaizen, Fleet Management, Project Planning, Analysis, Supply Chain Operations, Strategic Planning, Cross-functional Team..., Leadership, Pricing, Lean Manufacturing
Education
UNF
Regis University 2012 — 2013
Master of Science (M.S.), Organizational Leadership
Texas Tech University 2009 — 2011
BA, General Studies
Jeremy Ingram, CFA Jeremy Ingram, CFA's Merrill Lynch Experience September 2000 - September 2007
Job Senior Vice PresidentInvestments, PIM Portfolio Manager at MacDonald & Ingram Wealth Mgmt Group of Wells Fargo Advisors
Industry Financial Services
Experience
MacDonald Ingram Wealth Management Group of Wells Fargo Advisors September 2007 - Present
Merrill Lynch September 2000 - September 2007
United States Air Force June 1995 - August 2000
Skills
Mutual Funds, Fixed Income, Equities, Retirement Planning, Strategic Financial..., Wealth, ETFs, Investments, Retirement, Estate Planning, Risk Management, Private Equity
Education
Regent University 1997 — 1999
MBA, Entrepreneurship and Finance
Virginia Military Institute 1991 — 1995
BA, Economics and Business
LEAD Hampton Roads
Norfolk Christian
MacDonald Ingram Wealth Management Group of Wells Fargo Advisors September 2007 - Present
Merrill Lynch September 2000 - September 2007
United States Air Force June 1995 - August 2000
Skills
Mutual Funds, Fixed Income, Equities, Retirement Planning, Strategic Financial..., Wealth, ETFs, Investments, Retirement, Estate Planning, Risk Management, Private Equity
Education
Regent University 1997 — 1999
MBA, Entrepreneurship and Finance
Virginia Military Institute 1991 — 1995
BA, Economics and Business
LEAD Hampton Roads
Norfolk Christian
Sean Hampton's Merrill Lynch Experience 1990 - 2000
Job Sr. Director Digital Marketing at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group June 2011 - Present
Janus Capital Group June 2006 - November 2011
Janus Capital Group August 2000 - June 2006
Merrill Lynch 1990 - 2000
Skills
Lead Generation, SEM, SEO, Digital Marketing, Salesforce.com, Campaign Management, Program Management, Business Analysis, Business Strategy
Education
Regis University 2000 — 2004
MBA, Master of Business
Regis University 1996 — 1999
Bachelor of Science (B.S.), Finance, General
Janus Capital Group June 2011 - Present
Janus Capital Group June 2006 - November 2011
Janus Capital Group August 2000 - June 2006
Merrill Lynch 1990 - 2000
Skills
Lead Generation, SEM, SEO, Digital Marketing, Salesforce.com, Campaign Management, Program Management, Business Analysis, Business Strategy
Education
Regis University 2000 — 2004
MBA, Master of Business
Regis University 1996 — 1999
Bachelor of Science (B.S.), Finance, General
Brian Ludwick, CFP, CIMA, ChFC, CLU Brian Ludwick, CFP, CIMA, ChFC, CLU's Merrill Lynch Experience January 2015 - Present
Job
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch September 2013 - November 2014
Education
Regis University
Merrill Lynch January 2015 - Present
Merrill Lynch September 2013 - November 2014
Education
Regis University
Yue Xu, Ph.D, CFA, FRM Yue Xu, Ph.D, CFA, FRM's Merrill Lynch Experience November 2007 - December 2008
Job Senior Quantitative Equity Researcher at Jacobs Levy Equity Management
Industry Financial Services
Experience
Jacobs Levy Equity Management April 2012 - Present
Bank of America Merrill Lynch January 2009 - March 2012
Merrill Lynch November 2007 - December 2008
American Home Mortgage 2006 - 2007
Citigroup December 2005 - November 2006
Palisades Research May 2005 - November 2005
Bank of China June 1998 - June 2000
Skills
SAS, Equities, Economics, Equity Research, Financial Modeling, SQL, VBA, CFA, Quantitative Finance
Education
University of Miami - School of Business
Doctor of Philosophy (Ph.D.), Economics
Renmin University of China
Master's Degree, Statistics
Renmin University of China
Bachelor, Statistics
Jacobs Levy Equity Management April 2012 - Present
Bank of America Merrill Lynch January 2009 - March 2012
Merrill Lynch November 2007 - December 2008
American Home Mortgage 2006 - 2007
Citigroup December 2005 - November 2006
Palisades Research May 2005 - November 2005
Bank of China June 1998 - June 2000
Skills
SAS, Equities, Economics, Equity Research, Financial Modeling, SQL, VBA, CFA, Quantitative Finance
Education
University of Miami - School of Business
Doctor of Philosophy (Ph.D.), Economics
Renmin University of China
Master's Degree, Statistics
Renmin University of China
Bachelor, Statistics
Paul Mihm Paul Mihm's Merrill Lynch Experience 1994 - 2000
Job Accord Data Center Advisors, Inc.
Industry Real Estate
Experience
Accord Data Center Advisors, Inc. March 2014 - Present
Rubicon PS (Professional Services) 2006 - March 2014
JPMC 2002 - 2006
Verio 2000 - 2002
Verio 2000 - 2002
Merrill Lynch 1994 - 2000
Skills
Facilities Management, Construction Management, Construction
Education
Rensselaer Polytechnic Institute 2005 — 2007
MS, Reliability - Management
University of Tennessee-Knoxville
University of Tennessee-Knoxville
Accord Data Center Advisors, Inc. March 2014 - Present
Rubicon PS (Professional Services) 2006 - March 2014
JPMC 2002 - 2006
Verio 2000 - 2002
Verio 2000 - 2002
Merrill Lynch 1994 - 2000
Skills
Facilities Management, Construction Management, Construction
Education
Rensselaer Polytechnic Institute 2005 — 2007
MS, Reliability - Management
University of Tennessee-Knoxville
University of Tennessee-Knoxville
Jessie Ducos Jessie Ducos's Merrill Lynch Experience June 2015 - Present
Job AVP, Financial Solution Advisor at Merrill Edge
Industry Banking
Experience
Merrill Lynch June 2015 - Present
Bank of America March 2014 - Present
Bank of America March 2012 - March 2014
Bank of America April 2011 - March 2012
Skills
Credit, Banking, Retail Banking, Credit Analysis, Customer Service, Management, Risk Management, Commercial Banking, Loans, Mortgage Lending, Relationship Management, Small Business Lending, Cross Selling, Financial Analysis, Sales
Education
University of Phoenix 2011 — 2013
Bachelor of Business Administration (BBA), Business/Commerce, General
Remington College 2007 — 2009
Associate's degree, Criminal Justice and Corrections
Merrill Lynch June 2015 - Present
Bank of America March 2014 - Present
Bank of America March 2012 - March 2014
Bank of America April 2011 - March 2012
Skills
Credit, Banking, Retail Banking, Credit Analysis, Customer Service, Management, Risk Management, Commercial Banking, Loans, Mortgage Lending, Relationship Management, Small Business Lending, Cross Selling, Financial Analysis, Sales
Education
University of Phoenix 2011 — 2013
Bachelor of Business Administration (BBA), Business/Commerce, General
Remington College 2007 — 2009
Associate's degree, Criminal Justice and Corrections
Richard Charette Richard Charette's Merrill Lynch Experience November 1998 - July 2004
Job
Industry Management Consulting
Experience
Sint Martin Family Enrichment Centers February 2014 - February 2015
Wells Fargo Advisors June 2006 - January 2011
UBS Wealth Management July 2004 - June 2006
Merrill Lynch November 1998 - July 2004
Skills
Microsoft Office, Microsoft Word, PowerPoint, Management, Microsoft Excel, Research, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Finance, Business Planning, Analysis, Risk Management, Team Building, Strategic Planning, Budgets, Business Analysis, Customer Service, Marketing, Coaching, Business Strategy
Education
Rasmussen College 2014 — 2015
Bachelor's degree, Business Managment, 3.6
Rasmussen College 2013 — 2015
Associate of Science (A.S.), Busienss Management, 3.6
Sint Martin Family Enrichment Centers February 2014 - February 2015
Wells Fargo Advisors June 2006 - January 2011
UBS Wealth Management July 2004 - June 2006
Merrill Lynch November 1998 - July 2004
Skills
Microsoft Office, Microsoft Word, PowerPoint, Management, Microsoft Excel, Research, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Finance, Business Planning, Analysis, Risk Management, Team Building, Strategic Planning, Budgets, Business Analysis, Customer Service, Marketing, Coaching, Business Strategy
Education
Rasmussen College 2014 — 2015
Bachelor's degree, Business Managment, 3.6
Rasmussen College 2013 — 2015
Associate of Science (A.S.), Busienss Management, 3.6
Mary Jo (Sorrentino) Kerrigan Mary Jo (Sorrentino) Kerrigan's Merrill Lynch Experience October 2014 - Present
Job Vice President; IRA Product Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch August 2013 - October 2014
Merrill Lynch June 2012 - August 2012
AIG June 2010 - July 2011
AIG June 2008 - June 2010
Rensselaer Polytechnic Institute September 2007 - May 2008
AIG May 2007 - August 2007
Skills
Microsoft Excel, Analytics, Analysis, Insurance, Team Leadership, Team Building, Financial Services, Cross-functional Team..., Time Management
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Investments
Rensselaer Polytechnic Institute 2004 — 2008
BS, Managment, Mathematics
Merrill Lynch October 2014 - Present
Merrill Lynch August 2013 - October 2014
Merrill Lynch June 2012 - August 2012
AIG June 2010 - July 2011
AIG June 2008 - June 2010
Rensselaer Polytechnic Institute September 2007 - May 2008
AIG May 2007 - August 2007
Skills
Microsoft Excel, Analytics, Analysis, Insurance, Team Leadership, Team Building, Financial Services, Cross-functional Team..., Time Management
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Investments
Rensselaer Polytechnic Institute 2004 — 2008
BS, Managment, Mathematics
Courtney Lang Courtney Lang's Merrill Lynch Experience June 2011 - August 2011
Job Data Analyst at LiveIntent starting October 2015
Industry Marketing and Advertising
Experience
Advanced Information Management January 2015 - August 2015
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - December 2014
National Hockey League June 2013 - August 2013
NYSE Euronext May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, C++, Python, SQL, Microsoft Office, Financial Reporting, Financial Analysis, Organization, Communication, Databases, PowerPoint, Accounting, Finance
Education
Rensselaer Polytechnic Institute 2010 — 2013
Bachelor of Science (B.S.), Mathematics
University of Northern Colorado 2009 — 2010
Bachelor of Science (B.S.), Mathematics
Advanced Information Management January 2015 - August 2015
The Ayco Company, L.P., a Goldman Sachs Company June 2014 - December 2014
National Hockey League June 2013 - August 2013
NYSE Euronext May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, C++, Python, SQL, Microsoft Office, Financial Reporting, Financial Analysis, Organization, Communication, Databases, PowerPoint, Accounting, Finance
Education
Rensselaer Polytechnic Institute 2010 — 2013
Bachelor of Science (B.S.), Mathematics
University of Northern Colorado 2009 — 2010
Bachelor of Science (B.S.), Mathematics
Chuck Bautista Chuck Bautista's Merrill Lynch Experience October 1999 - March 2002
Job Regional Vice President at Dreyfus Investments
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
Transamerica August 2011 - December 2014
Curian Capital March 2003 - December 2011
Transamerica Capital 2002 - 2003
Merrill Lynch October 1999 - March 2002
Education
Regis University 2004 — 2006
MBA, Business
Regis University 1994 — 1998
Bachelor of Arts, Spanish
BNY Mellon January 2015 - Present
Transamerica August 2011 - December 2014
Curian Capital March 2003 - December 2011
Transamerica Capital 2002 - 2003
Merrill Lynch October 1999 - March 2002
Education
Regis University 2004 — 2006
MBA, Business
Regis University 1994 — 1998
Bachelor of Arts, Spanish
Oana Poliac Oana Poliac's Merrill Lynch Experience May 2005 - June 2014
Job Model Risk Management Governance and Operations at Bank of America
Industry Banking
Experience
Bank of America June 2014 - Present
Merrill Lynch May 2005 - June 2014
Bank of America January 2000 - May 2005
NERA Economic Consulting January 1998 - January 2000
Skills
Derivatives, Banking, Equity Derivatives, Credit Derivatives, Fixed Income, Trading Systems, Risk Management, Electronic Trading, Equities, Investment Banking, Middle Office, Regulatory Analysis, Technology, Lobbying, Capital Markets, Market Risk, Hedge Funds, Options, Finance
Education
Reed College 1994 — 1998
Bachelor's degree, Mathematics
Bank of America June 2014 - Present
Merrill Lynch May 2005 - June 2014
Bank of America January 2000 - May 2005
NERA Economic Consulting January 1998 - January 2000
Skills
Derivatives, Banking, Equity Derivatives, Credit Derivatives, Fixed Income, Trading Systems, Risk Management, Electronic Trading, Equities, Investment Banking, Middle Office, Regulatory Analysis, Technology, Lobbying, Capital Markets, Market Risk, Hedge Funds, Options, Finance
Education
Reed College 1994 — 1998
Bachelor's degree, Mathematics
Valine Cade's Merrill Lynch Experience March 2003 - July 2012
Job Business Analyst
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch February 2014 - August 2015
American Mortgage Consultants, Inc. June 2013 - January 2014
Merrill Lynch March 2003 - July 2012
Qwest Communications January 2001 - September 2002
Skills
Business Analysis, SDLC, Functional Requirements, BRDs, User Documentation, Wireframes, Agile & Waterfall..., User Interface Design, Web Testing, Manual Testing, Functional Testing, Regression Testing, XML, HTML, XHTML, CSS, SnagIt, JIRA, ClearQuest, SharePoint, Financial Services, Non-Qualified Deferred..., Qualified Retirement...
Education
University of Denver
Advanced Certificate in Computer Programming
Regis University
Database Technologies (graduate studies)
University of Denver
Web Site Design and Development (graduate studies)
The University of Montana
Bachelor of Arts
Bank of America Merrill Lynch February 2014 - August 2015
American Mortgage Consultants, Inc. June 2013 - January 2014
Merrill Lynch March 2003 - July 2012
Qwest Communications January 2001 - September 2002
Skills
Business Analysis, SDLC, Functional Requirements, BRDs, User Documentation, Wireframes, Agile & Waterfall..., User Interface Design, Web Testing, Manual Testing, Functional Testing, Regression Testing, XML, HTML, XHTML, CSS, SnagIt, JIRA, ClearQuest, SharePoint, Financial Services, Non-Qualified Deferred..., Qualified Retirement...
Education
University of Denver
Advanced Certificate in Computer Programming
Regis University
Database Technologies (graduate studies)
University of Denver
Web Site Design and Development (graduate studies)
The University of Montana
Bachelor of Arts
DeAnne Barker DeAnne Barker's Merrill Lynch Experience January 1989 - January 2001
Job City and County of Denver, Revenue Accounting
Industry Financial Services
Experience
City and County of Denver October 2014 - Present
Manpower January 2013 - October 2014
Adecco/IBM/Applecare July 2012 - January 2013
City and County of Denver December 2003 - September 2012
Self Employed 2000 - 2008
Merrill Lynch January 1989 - January 2001
Skills
Quality Assurance, Process Improvement, Requirements Analysis, Quality Center, Call Centers, Banking, Software Quality..., Test Management, Agile Methodologies, Software Documentation, Requirements Gathering, Mortgage Lending
Education
Red Rocks Community College 1989 — 1992
Business Administration and Management, General
City and County of Denver October 2014 - Present
Manpower January 2013 - October 2014
Adecco/IBM/Applecare July 2012 - January 2013
City and County of Denver December 2003 - September 2012
Self Employed 2000 - 2008
Merrill Lynch January 1989 - January 2001
Skills
Quality Assurance, Process Improvement, Requirements Analysis, Quality Center, Call Centers, Banking, Software Quality..., Test Management, Agile Methodologies, Software Documentation, Requirements Gathering, Mortgage Lending
Education
Red Rocks Community College 1989 — 1992
Business Administration and Management, General
Douglas Lippert's Merrill Lynch Experience April 2006 - April 2009
Job Recruiter Investment Banking Experienced Recruiting
Industry Human Resources
Experience
JPMorgan Chase February 2014 - Present
Credit Suisse May 2009 - March 2013
Merrill Lynch April 2006 - April 2009
Candidates on Demand 2005 - 2006
MetLife 2004 - 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, OBI (Oracle Business..., Business Objects (Taleo), File Finder 8.0, iRecruit, eRecruit, Visio, Microsoft Office, Recruiting, Talent Acquisition, PeopleSoft, Employee Relations, Human Resources, Performance Management, Organizational..., Training, Talent Management, Applicant Tracking..., College Recruiting, Sourcing, Executive Search, Personnel Management, Financial Modeling
Education
Rensselaer Polytechnic Institute 2001 — 2002
MS, Psychology
State University of New York at Stony Brook 1995 — 1999
BA, Psychology
JPMorgan Chase February 2014 - Present
Credit Suisse May 2009 - March 2013
Merrill Lynch April 2006 - April 2009
Candidates on Demand 2005 - 2006
MetLife 2004 - 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, OBI (Oracle Business..., Business Objects (Taleo), File Finder 8.0, iRecruit, eRecruit, Visio, Microsoft Office, Recruiting, Talent Acquisition, PeopleSoft, Employee Relations, Human Resources, Performance Management, Organizational..., Training, Talent Management, Applicant Tracking..., College Recruiting, Sourcing, Executive Search, Personnel Management, Financial Modeling
Education
Rensselaer Polytechnic Institute 2001 — 2002
MS, Psychology
State University of New York at Stony Brook 1995 — 1999
BA, Psychology
Eileen Kendall Eileen Kendall's Merrill Lynch Experience January 2006 - March 2010
Job VP Technology Information Risk; PMP; CRISC
Industry Financial Services
Experience
Morgan Stanley March 2010 - Present
Merrill Lynch January 2006 - March 2010
Telcordia Technologies June 1989 - January 2006
Skills
Process Improvement, Enterprise Architecture, IT Strategy, IT Management, Risk Management, SDLC, Project Management, Visio, Integration, Software Project..., Vendor Management, PMP, Testing, Strategy, Requirements Analysis, Outsourcing, Business Analysis, SQL, Requirements Gathering, Unix, Project Portfolio..., Program Management, Solution Architecture, Disaster Recovery, Governance, Software Development, Business Intelligence, Cross-functional Team..., PMO, Business Process..., Data Center, Management, Data Analysis, Analysis, Six Sigma, Project Planning, Business Process
Education
Rensselaer Polytechnic Institute
MS, Applied Math
Utica College
BA, Mathematics
Morgan Stanley March 2010 - Present
Merrill Lynch January 2006 - March 2010
Telcordia Technologies June 1989 - January 2006
Skills
Process Improvement, Enterprise Architecture, IT Strategy, IT Management, Risk Management, SDLC, Project Management, Visio, Integration, Software Project..., Vendor Management, PMP, Testing, Strategy, Requirements Analysis, Outsourcing, Business Analysis, SQL, Requirements Gathering, Unix, Project Portfolio..., Program Management, Solution Architecture, Disaster Recovery, Governance, Software Development, Business Intelligence, Cross-functional Team..., PMO, Business Process..., Data Center, Management, Data Analysis, Analysis, Six Sigma, Project Planning, Business Process
Education
Rensselaer Polytechnic Institute
MS, Applied Math
Utica College
BA, Mathematics
Matthew Shiflett, Esq., M.A. Matthew Shiflett, Esq., M.A.'s Merrill Lynch Experience October 2007 - September 2008
Job Senior Attorney/Division General Counsel at Transunion
Industry Information Services
Experience
TransUnion/Transunion Risk and Alternative Data Solutions November 2014 - Present
New Penn Financial, LLC November 2013 - November 2014
Ocwen Financial Corporation October 2011 - September 2013
LoanCare, A ServiceLink Company May 2009 - October 2011
Heritage First Bancshares, Inc. September 2008 - May 2009
Merrill Lynch October 2007 - September 2008
Moss Developments, LLC October 2006 - September 2007
MorrisSchneiderWittstadt, LLC September 2004 - October 2006
Skills
Contract Negotiation, Foreclosures, Loss Mitigation, REO, Loan Servicing, Intellectual Property, Compliance and Risk..., Executive Management, Compliance, Risk Management, Mortgage Lending, Mortgage Servicing, Loans, Loan Origination, Mortgage Banking, Due Diligence, Mergers & Acquisitions, Residential Mortgages, Finance, Real Estate, Bankruptcy, Portfolio Management, Loan Modifications, Credit, Investments, Financial Services, Securities, Financial Risk, Litigation, Commercial Real Estate, Default, Commercial Lending, Financial Analysis, Insurance, Corporate Law, Corporate Governance, Underwriting
Education
Regent University School of Law 2000 — 2004
Juris Doctor
Regent University 2000 — 2004
Master of Arts
University of West Georgia 1995 — 2000
Bachelor of Science
Rome High School 1991 — 1995
TransUnion/Transunion Risk and Alternative Data Solutions November 2014 - Present
New Penn Financial, LLC November 2013 - November 2014
Ocwen Financial Corporation October 2011 - September 2013
LoanCare, A ServiceLink Company May 2009 - October 2011
Heritage First Bancshares, Inc. September 2008 - May 2009
Merrill Lynch October 2007 - September 2008
Moss Developments, LLC October 2006 - September 2007
MorrisSchneiderWittstadt, LLC September 2004 - October 2006
Skills
Contract Negotiation, Foreclosures, Loss Mitigation, REO, Loan Servicing, Intellectual Property, Compliance and Risk..., Executive Management, Compliance, Risk Management, Mortgage Lending, Mortgage Servicing, Loans, Loan Origination, Mortgage Banking, Due Diligence, Mergers & Acquisitions, Residential Mortgages, Finance, Real Estate, Bankruptcy, Portfolio Management, Loan Modifications, Credit, Investments, Financial Services, Securities, Financial Risk, Litigation, Commercial Real Estate, Default, Commercial Lending, Financial Analysis, Insurance, Corporate Law, Corporate Governance, Underwriting
Education
Regent University School of Law 2000 — 2004
Juris Doctor
Regent University 2000 — 2004
Master of Arts
University of West Georgia 1995 — 2000
Bachelor of Science
Rome High School 1991 — 1995
Chris Myklebust Chris Myklebust's Merrill Lynch Experience July 1997 - April 2005
Job Commissioner of Financial Services at State of Colorado
Industry Financial Services
Experience
State of Colorado April 2006 - Present
J. Kelley and Associates August 2005 - April 2006
Blueprint Financial Solutions January 2003 - August 2005
Merrill Lynch July 1997 - April 2005
Skills
Government, Compliance, Policy, Risk Management, Strategy, Budgets, Executive Management, Credit Risk, Management, Banking, Customer Service, Finance, Mergers & Acquisitions, Training, Negotiation, Portfolio Management, Auditing, Accounting, Financial Forecasting, Process Improvement, Investments, Business Development, Financial Analysis, Public Speaking, Analysis, Financial Services, Strategic Planning, Leadership, Management Consulting
Education
Regis University 1994 — 1996
B.S. Business Administration: Management, Accounting, Finance, Economics, Management, Marketing, International Business, Philosophy
ITT Technical Institute 1990 — 1992
A.A. Electronics Engineering Technology, Robotics, Microprocessors, Microwave Communications, Electonics Theory, Mathmatics
State of Colorado April 2006 - Present
J. Kelley and Associates August 2005 - April 2006
Blueprint Financial Solutions January 2003 - August 2005
Merrill Lynch July 1997 - April 2005
Skills
Government, Compliance, Policy, Risk Management, Strategy, Budgets, Executive Management, Credit Risk, Management, Banking, Customer Service, Finance, Mergers & Acquisitions, Training, Negotiation, Portfolio Management, Auditing, Accounting, Financial Forecasting, Process Improvement, Investments, Business Development, Financial Analysis, Public Speaking, Analysis, Financial Services, Strategic Planning, Leadership, Management Consulting
Education
Regis University 1994 — 1996
B.S. Business Administration: Management, Accounting, Finance, Economics, Management, Marketing, International Business, Philosophy
ITT Technical Institute 1990 — 1992
A.A. Electronics Engineering Technology, Robotics, Microprocessors, Microwave Communications, Electonics Theory, Mathmatics
Dorthy Chikly, MBA, PMP Dorthy Chikly, MBA, PMP's Merrill Lynch Experience 1990 - 1995
Job Manager of Marketing Planning at CivicPlus
Industry Information Technology and Services
Experience
CivicPlus November 2014 - Present
CivicPlus June 2014 - Present
Computerized Assessments & Learning, LLC April 2011 - May 2014
Kansas Department of Labor November 2010 - March 2011
Oracle Corporation February 2010 - August 2010
Sun Microsystems, Inc July 1997 - February 2010
ADP January 1997 - July 1997
Comprehensive Software Systems 1995 - 1997
Merrill Lynch 1990 - 1995
Skills
Change Management, International Sales, Sarbanes-Oxley Act, Six Sigma, Business Analysis, Program Management, Project Management, Business Intelligence, International Business..., Software Project..., Blended Learning, Cross-functional Team..., Cloud Computing, Vendor Management, Integration, Business Development, Leadership, Software Documentation, Business Process, Product Management, Management, Enterprise Software, Quality Assurance, Consulting, Strategy, Strategic Planning, Software Development, Training, Analysis, Testing, Outsourcing, Professional Services, Management Consulting, Process Improvement, Requirements Analysis, SDLC, Project Planning, SaaS, Data Analysis, PMP, Project Portfolio..., Competitive Analysis, IT Strategy, Business Process..., Agile Methodologies, PMO, CRM, Agile Project Management, Resource Management, Enterprise Architecture
Education
Regis University
MBA, International Business, Finance & Accounting
Regis University
B.S.B.A, Finance & Accounting, Management
Stanford University
Doctorate Studies in Engineering Economic Systems & Operations Research
CivicPlus November 2014 - Present
CivicPlus June 2014 - Present
Computerized Assessments & Learning, LLC April 2011 - May 2014
Kansas Department of Labor November 2010 - March 2011
Oracle Corporation February 2010 - August 2010
Sun Microsystems, Inc July 1997 - February 2010
ADP January 1997 - July 1997
Comprehensive Software Systems 1995 - 1997
Merrill Lynch 1990 - 1995
Skills
Change Management, International Sales, Sarbanes-Oxley Act, Six Sigma, Business Analysis, Program Management, Project Management, Business Intelligence, International Business..., Software Project..., Blended Learning, Cross-functional Team..., Cloud Computing, Vendor Management, Integration, Business Development, Leadership, Software Documentation, Business Process, Product Management, Management, Enterprise Software, Quality Assurance, Consulting, Strategy, Strategic Planning, Software Development, Training, Analysis, Testing, Outsourcing, Professional Services, Management Consulting, Process Improvement, Requirements Analysis, SDLC, Project Planning, SaaS, Data Analysis, PMP, Project Portfolio..., Competitive Analysis, IT Strategy, Business Process..., Agile Methodologies, PMO, CRM, Agile Project Management, Resource Management, Enterprise Architecture
Education
Regis University
MBA, International Business, Finance & Accounting
Regis University
B.S.B.A, Finance & Accounting, Management
Stanford University
Doctorate Studies in Engineering Economic Systems & Operations Research
Eric Saper Eric Saper's Merrill Lynch Experience January 2006 - September 2006
Job Computer Software Professional
Industry Computer Software
Experience
Madison Performance Group 2008 - Present
First Data Corporation September 2006 - November 2007
Merrill Lynch January 2006 - September 2006
Litigation Management Group April 1999 - January 2006
Secure Data Systems, Inc. June 1994 - May 1999
Barclays Capital 1995 - 1998
Computer Information Applications, Inc. 1990 - 1994
General Instrument Corp. February 1989 - May 1990
Fairchild Weston Systems, Inc. May 1987 - February 1989
Skills
SQL Server 2000-2008, E/R Studio, Requirements Gathering, Software Development, Database Design, Microsoft SQL Server, Business Analysis, Web Applications, SDLC, ETL, SQL, T-SQL, SSRS, Visual Studio, .NET, Requirements Analysis, Software Project..., Databases
Education
Rensselaer Polytechnic Institute 1983 — 1987
BS, Computer Engineering
Madison Performance Group 2008 - Present
First Data Corporation September 2006 - November 2007
Merrill Lynch January 2006 - September 2006
Litigation Management Group April 1999 - January 2006
Secure Data Systems, Inc. June 1994 - May 1999
Barclays Capital 1995 - 1998
Computer Information Applications, Inc. 1990 - 1994
General Instrument Corp. February 1989 - May 1990
Fairchild Weston Systems, Inc. May 1987 - February 1989
Skills
SQL Server 2000-2008, E/R Studio, Requirements Gathering, Software Development, Database Design, Microsoft SQL Server, Business Analysis, Web Applications, SDLC, ETL, SQL, T-SQL, SSRS, Visual Studio, .NET, Requirements Analysis, Software Project..., Databases
Education
Rensselaer Polytechnic Institute 1983 — 1987
BS, Computer Engineering
Fernando Ayala, CFA, FRM Fernando Ayala, CFA, FRM's Merrill Lynch Experience 2007 - 2008
Job Market Risk Product Control Fixed Income Derivatives
Industry Capital Markets
Experience
Merrill Lynch 2007 - 2008
Swiss Re Capital Management & Advisory 2006 - 2007
Citigroup 2003 - 2006
Education
New York University - Leonard N. Stern School of Business
MS, Quantitative Finance - Financial Engineering
Rensselaer Polytechnic Institute
BSME, Industrial & Management Engineering
Merrill Lynch 2007 - 2008
Swiss Re Capital Management & Advisory 2006 - 2007
Citigroup 2003 - 2006
Education
New York University - Leonard N. Stern School of Business
MS, Quantitative Finance - Financial Engineering
Rensselaer Polytechnic Institute
BSME, Industrial & Management Engineering
Tara Best's Merrill Lynch Experience October 1992 - November 2002
Job Administrative Assistant at Network 1 Financial Securities, Inc.
Industry Financial Services
Experience
Network 1 Financial Securities, Inc. March 2011 - Present
The Great Atlantic & Pacific Tea Company May 2012 - Present
Comerica Bank August 2008 - October 2010
Citigroup, Inc. December 2002 - February 2008
Merrill Lynch October 1992 - November 2002
Skills
Computer Literate, Microsoft Office, Administrative Support, Lotus Notes, Smarsh Email, Ceridian Payroll System, Sunguard, Concur, Citrix, Thompson One, Adobe Acrobat, Human Resources, Customer Service, Administrative..., Microsoft Word, Wealth Management, Insurance, Microsoft Excel, Management
Education
Red Rocks Community College 2011 — 2011
Microsoft 2010 Applications, A+
Middletown High School North 1979 — 1982
High School Diploma, General Studies
Network 1 Financial Securities, Inc. March 2011 - Present
The Great Atlantic & Pacific Tea Company May 2012 - Present
Comerica Bank August 2008 - October 2010
Citigroup, Inc. December 2002 - February 2008
Merrill Lynch October 1992 - November 2002
Skills
Computer Literate, Microsoft Office, Administrative Support, Lotus Notes, Smarsh Email, Ceridian Payroll System, Sunguard, Concur, Citrix, Thompson One, Adobe Acrobat, Human Resources, Customer Service, Administrative..., Microsoft Word, Wealth Management, Insurance, Microsoft Excel, Management
Education
Red Rocks Community College 2011 — 2011
Microsoft 2010 Applications, A+
Middletown High School North 1979 — 1982
High School Diploma, General Studies
David Des Armier, Jr., Ph.D. (Cand.) David Des Armier, Jr., Ph.D. (Cand.)'s Merrill Lynch Experience July 2005 - November 2007
Job Instructional Designer at University of Connecticut
Industry Higher Education
Experience
University of Connecticut October 2014 - Present
Southern Utah University July 2014 - Present
University of Wyoming August 2011 - Present
University of Wyoming September 2010 - August 2014
SunGard Availability Services July 2008 - June 2009
Merrill Lynch July 2005 - November 2007
First American Corporation/Cendant/Burrow Closing May 2003 - July 2005
Los Alamitos Community Center August 2002 - August 2004
Vanguard University February 2001 - December 2002
Skills
Adult Education, Leadership Development, E-Learning, Instructional Design, Curriculum Design, College Teaching, Hands-on Training, Staff Development, Public Speaking, Instructional Technology, Coaching, Soft Skills, Workshop Facilitation, Leadership, Employee Training, Training, Management, Organizational..., Consulting, Technical Writing, Faculty Development, Quantitative Research, Mixed Methods Research
Education
University of Wyoming 2010 — 2015
Ph.D. (Cand.), Adult and Postsecondary Education, 3.9
Regis University 2008 — 2009
Master of Education, Adult Learning, Training and Development
Vanguard University of Southern California 2000 — 2002
BA, Religious Studies
University of Connecticut October 2014 - Present
Southern Utah University July 2014 - Present
University of Wyoming August 2011 - Present
University of Wyoming September 2010 - August 2014
SunGard Availability Services July 2008 - June 2009
Merrill Lynch July 2005 - November 2007
First American Corporation/Cendant/Burrow Closing May 2003 - July 2005
Los Alamitos Community Center August 2002 - August 2004
Vanguard University February 2001 - December 2002
Skills
Adult Education, Leadership Development, E-Learning, Instructional Design, Curriculum Design, College Teaching, Hands-on Training, Staff Development, Public Speaking, Instructional Technology, Coaching, Soft Skills, Workshop Facilitation, Leadership, Employee Training, Training, Management, Organizational..., Consulting, Technical Writing, Faculty Development, Quantitative Research, Mixed Methods Research
Education
University of Wyoming 2010 — 2015
Ph.D. (Cand.), Adult and Postsecondary Education, 3.9
Regis University 2008 — 2009
Master of Education, Adult Learning, Training and Development
Vanguard University of Southern California 2000 — 2002
BA, Religious Studies
Angelo Sirigos Angelo Sirigos's Merrill Lynch Experience October 2000 - May 2005
Job Director, Application Development at MedSave USA
Industry Financial Services
Experience
ArroHealth (formerly MedSave USA) October 2014 - Present
Entertainment One January 2012 - October 2014
Entertainment One January 2012 - January 2013
Senior Consultant January 2009 - December 2011
MLSLI March 2011 - May 2011
Dun & Bradstreet May 2005 - December 2008
Merrill Lynch October 2000 - May 2005
Mondera.com January 2000 - October 2000
Barnes & Noble January 1998 - January 2000
Medscape, Inc January 1997 - January 1998
Skills
C#, Business Analysis, Web Services, Microsoft SQL Server, XML, .NET, E-commerce, Competitive..., Business..., Integration, JavaScript, ASP.NET, Web Applications, Mobile Applications, SDLC, Databases, HTML, Testing, Start-ups, Strategy, Business Process, Leadership, Project Management, Java, AJAX, Analysis, Business Development, IIS, Perl, Web Development, Management, Business Intelligence, Team Leadership
Education
Rensselaer Polytechnic Institute 1990 — 1995
BS, Computer Science
Rensselaer Polytechnic Institute
BACHELOR OF SCIENCE, COMPUTER SCIENCE
ArroHealth (formerly MedSave USA) October 2014 - Present
Entertainment One January 2012 - October 2014
Entertainment One January 2012 - January 2013
Senior Consultant January 2009 - December 2011
MLSLI March 2011 - May 2011
Dun & Bradstreet May 2005 - December 2008
Merrill Lynch October 2000 - May 2005
Mondera.com January 2000 - October 2000
Barnes & Noble January 1998 - January 2000
Medscape, Inc January 1997 - January 1998
Skills
C#, Business Analysis, Web Services, Microsoft SQL Server, XML, .NET, E-commerce, Competitive..., Business..., Integration, JavaScript, ASP.NET, Web Applications, Mobile Applications, SDLC, Databases, HTML, Testing, Start-ups, Strategy, Business Process, Leadership, Project Management, Java, AJAX, Analysis, Business Development, IIS, Perl, Web Development, Management, Business Intelligence, Team Leadership
Education
Rensselaer Polytechnic Institute 1990 — 1995
BS, Computer Science
Rensselaer Polytechnic Institute
BACHELOR OF SCIENCE, COMPUTER SCIENCE
Ben Boverman, MSEE, MBA, CRPC's Merrill Lynch Experience December 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2011 - Present
Principal Financial, Merrill Lynch, Ameriprise April 2006 - January 2012
Clockwork Software Associates November 1999 - April 2006
Boston Computer December 1997 - November 1999
New World Technologies January 1995 - December 1997
Abbott Financing Corp May 1987 - January 1995
Computervision Corporation May 1982 - May 1987
Skills
Start-ups, Management Consulting, Customer Relations, Mergers, Negotiation, Team Building, Planning, Business Strategy, Product Development, Problem Solving, Marketing Strategy, Public Speaking, Change Management, New Business Development, Strategic Planning, Customer Service, Small Business, Investments, Business Analysis, Contract Negotiation, Research, Risk Management, Microsoft Office, Word, Operations Management, Sales Management, Business Planning, Product Management, Marketing Communications, Excel, Writing, Advertising, Insurance, Program Management, Account Management, Team Leadership, Enterprise Software, Mergers & Acquisitions, Leadership, Sales, Project Planning, Management, Executive Management, Budgets, Outsourcing, Strategy, Microsoft Excel
Education
Rensselaer Polytechnic Institute 1977 — 1979
MBA
Rensselaer Polytechnic Institute 1977 — 1979
MS
Merrill Lynch December 2011 - Present
Principal Financial, Merrill Lynch, Ameriprise April 2006 - January 2012
Clockwork Software Associates November 1999 - April 2006
Boston Computer December 1997 - November 1999
New World Technologies January 1995 - December 1997
Abbott Financing Corp May 1987 - January 1995
Computervision Corporation May 1982 - May 1987
Skills
Start-ups, Management Consulting, Customer Relations, Mergers, Negotiation, Team Building, Planning, Business Strategy, Product Development, Problem Solving, Marketing Strategy, Public Speaking, Change Management, New Business Development, Strategic Planning, Customer Service, Small Business, Investments, Business Analysis, Contract Negotiation, Research, Risk Management, Microsoft Office, Word, Operations Management, Sales Management, Business Planning, Product Management, Marketing Communications, Excel, Writing, Advertising, Insurance, Program Management, Account Management, Team Leadership, Enterprise Software, Mergers & Acquisitions, Leadership, Sales, Project Planning, Management, Executive Management, Budgets, Outsourcing, Strategy, Microsoft Excel
Education
Rensselaer Polytechnic Institute 1977 — 1979
MBA
Rensselaer Polytechnic Institute 1977 — 1979
MS
Maria Adriana Ciunga's Merrill Lynch Experience June 2006 - August 2007
Job JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Goldman Sachs January 2011 - October 2013
Goldman Sachs September 2007 - December 2010
Merrill Lynch June 2006 - August 2007
ION Trading August 2004 - May 2006
Merrill Lynch January 2001 - August 2004
Merrill Lynch January 1997 - December 2000
Merrill Lynch July 1993 - December 1996
Skills
Fixed Income, Trading Systems, Business Analysis, Swaps, Derivatives, Trading, Equities, Market Data, Interest Rate..., Credit Derivatives, Investment Banking, Electronic Trading, Prime Brokerage, CDS, Exchange Connectivity
Education
Rensselaer Polytechnic Institute 1987 — 1991
JPMorgan Chase March 2014 - Present
Goldman Sachs January 2011 - October 2013
Goldman Sachs September 2007 - December 2010
Merrill Lynch June 2006 - August 2007
ION Trading August 2004 - May 2006
Merrill Lynch January 2001 - August 2004
Merrill Lynch January 1997 - December 2000
Merrill Lynch July 1993 - December 1996
Skills
Fixed Income, Trading Systems, Business Analysis, Swaps, Derivatives, Trading, Equities, Market Data, Interest Rate..., Credit Derivatives, Investment Banking, Electronic Trading, Prime Brokerage, CDS, Exchange Connectivity
Education
Rensselaer Polytechnic Institute 1987 — 1991
TREVOR ISAACS's Merrill Lynch Experience 2000 - 2004
Job Experienced Technology Asset Manager, Vendor and Contract Management, Call Center Operations, Project Management
Industry Financial Services
Experience
Globalpundits, Inc. 2014 - Present
Priority Sign Incorporated January 2014 - June 2014
Bank of America Merrill Lynch 2004 - 2013
Bank of America Merrill Lynch 2004 - 2013
Merrill Lynch 2000 - 2004
Broadview Networks 1999 - 2000
The Shubert Organization 1998 - 2000
First Chicago National Bank of Detroit- First Card 1996 - 1998
First Chicago National Bank of Detroit- First Card 1995 - 1996
First Chicago National Bank of Detroit- First Card 1995 - 1996
Skills
Vendor Management, Fixed Income, Relationship Management, Business Analysis, Process Improvement, SDLC, Portfolio Management, Risk Management, Active Directory, Banking, PMP, Team Building, Requirements Analysis, Customer Service, Management, Financial Services, Trading Systems, Disaster Recovery, Business Requirements, Business Development, Product Management, User Acceptance Testing, Software Documentation, Equities, Mergers & Acquisitions, Requirements Gathering, Data Center, Program Management, Servers, Unix, Project Management, Call Centers, Software Project..., Contractual Agreements, Third Party Vendor..., Breach Of Contract, Contract Negotiation, Vendor Contracts, Vendor Relations, Project Planning, Enterprise Software, Vendor Relationship...
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Business Management, Operations and Administration
Rensselaer Polytechnic Institute 1983 — 1985
Electrical Engineering
Globalpundits, Inc. 2014 - Present
Priority Sign Incorporated January 2014 - June 2014
Bank of America Merrill Lynch 2004 - 2013
Bank of America Merrill Lynch 2004 - 2013
Merrill Lynch 2000 - 2004
Broadview Networks 1999 - 2000
The Shubert Organization 1998 - 2000
First Chicago National Bank of Detroit- First Card 1996 - 1998
First Chicago National Bank of Detroit- First Card 1995 - 1996
First Chicago National Bank of Detroit- First Card 1995 - 1996
Skills
Vendor Management, Fixed Income, Relationship Management, Business Analysis, Process Improvement, SDLC, Portfolio Management, Risk Management, Active Directory, Banking, PMP, Team Building, Requirements Analysis, Customer Service, Management, Financial Services, Trading Systems, Disaster Recovery, Business Requirements, Business Development, Product Management, User Acceptance Testing, Software Documentation, Equities, Mergers & Acquisitions, Requirements Gathering, Data Center, Program Management, Servers, Unix, Project Management, Call Centers, Software Project..., Contractual Agreements, Third Party Vendor..., Breach Of Contract, Contract Negotiation, Vendor Contracts, Vendor Relations, Project Planning, Enterprise Software, Vendor Relationship...
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Business Management, Operations and Administration
Rensselaer Polytechnic Institute 1983 — 1985
Electrical Engineering
Brian Harriman's Merrill Lynch Experience 1997 - 1999
Job Senior Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional August 2013 - Present
TD Ameritrade August 2008 - April 2013
Toastmasters International 2011 - 2011
First Trust Corporation 2004 - August 2008
Computershare US June 1999 - August 2004
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Pensions, Equities, Investments, Management
Education
Regis University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
TD Ameritrade Institutional August 2013 - Present
TD Ameritrade August 2008 - April 2013
Toastmasters International 2011 - 2011
First Trust Corporation 2004 - August 2008
Computershare US June 1999 - August 2004
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Pensions, Equities, Investments, Management
Education
Regis University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Thomas Dassatti's Merrill Lynch Experience October 2008 - May 2011
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2011 - Present
Merrill Lynch October 2008 - May 2011
Lehman Brothers (Productivity & Process Improvement) August 2007 - October 2008
Ernst & Young June 2004 - August 2007
Accenture February 2001 - June 2004
Education
Rensselaer Polytechnic Institute 1996 — 2000
B.S., Mechanical Engineering
Deutsche Bank May 2011 - Present
Merrill Lynch October 2008 - May 2011
Lehman Brothers (Productivity & Process Improvement) August 2007 - October 2008
Ernst & Young June 2004 - August 2007
Accenture February 2001 - June 2004
Education
Rensselaer Polytechnic Institute 1996 — 2000
B.S., Mechanical Engineering
Daniel O'Connor's Merrill Lynch Experience April 1992 - October 1995
Job Learning and Organization Development Leader
Industry Management Consulting
Experience
Acorn Performance Strategies August 2014 - Present
Intuition Publishing Ltd. December 2010 - July 2014
Intuition Publishing Ltd. March 2007 - December 2010
Morgan Stanley November 2004 - March 2007
Acorn Transformation Strategies, Inc. November 1995 - November 2004
Merrill Lynch April 1992 - October 1995
Skills
E-Learning, Pharmaceutical Industry, Entrepreneurship, Leadership, Biotechnology, Strategy, Cross-functional Team..., Change Management, Product Management, Consulting, Management Consulting, Talent Management, Performance Management, Instructional Design, Training & Development
Education
Regis University
Human Resources Management
Acorn Performance Strategies August 2014 - Present
Intuition Publishing Ltd. December 2010 - July 2014
Intuition Publishing Ltd. March 2007 - December 2010
Morgan Stanley November 2004 - March 2007
Acorn Transformation Strategies, Inc. November 1995 - November 2004
Merrill Lynch April 1992 - October 1995
Skills
E-Learning, Pharmaceutical Industry, Entrepreneurship, Leadership, Biotechnology, Strategy, Cross-functional Team..., Change Management, Product Management, Consulting, Management Consulting, Talent Management, Performance Management, Instructional Design, Training & Development
Education
Regis University
Human Resources Management
Matt Mahan's Merrill Lynch Experience October 2014 - January 2015
Job Solutions Architect at HarperCollins Publishers
Industry Information Technology and Services
Experience
HarperCollins Publishers February 2015 - Present
Merrill Lynch October 2014 - January 2015
Deloitte March 2010 - September 2014
Merrill Lynch April 2006 - March 2010
McKinsey & Co. June 2002 - May 2005
NewView Technologies October 1999 - June 2002
Accenture February 1998 - October 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
Rensselaer Polytechnic Institute 1993 — 1997
BS, Mechanical Engineering
HarperCollins Publishers February 2015 - Present
Merrill Lynch October 2014 - January 2015
Deloitte March 2010 - September 2014
Merrill Lynch April 2006 - March 2010
McKinsey & Co. June 2002 - May 2005
NewView Technologies October 1999 - June 2002
Accenture February 1998 - October 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
Rensselaer Polytechnic Institute 1993 — 1997
BS, Mechanical Engineering
Thành Nguyễn's Merrill Lynch Experience June 2001 - November 2003
Job BI/DW Manager
Industry Banking
Experience
Nordstrom FSB January 2014 - Present
Ericsson April 2013 - December 2013
Cricket Communications June 2012 - March 2013
Great West Life & Annuity February 2011 - February 2012
Janus Capital Group May 2007 - February 2011
DirecTV November 2005 - May 2007
EchoStar December 2003 - November 2005
Merrill Lynch June 2001 - November 2003
Facta3 October 2000 - June 2001
Columbine JDS November 1998 - October 2000
Skills
Business Intelligence, Data Warehousing, Business Analysis, ETL, Project Management, Program Management, Analytics, Informatica, Data Modeling, Process Improvement, Salesforce.com, Data Management, Data Cleaning, Team Leadership, Team Building, Team Management, Personnel Management, call center reporting, Onyx CRM, OBIEE, CRMFusion DemandTool, CRMFusion DupeBlocker, Dashboard, Microsoft SQL Server, SFDC ExcelConnector, SFDC Apex DataLoader, Tableau, Business Objects, Call Centers, CRM, Management, Databases, Business Process, Enterprise Architecture, Vendor Management, Cognos, Data Governance, Data Integration, Visio, Analysis, SDLC, Integration, Requirements Analysis, Master Data Management, Business Process..., Business Requirements, Strategic Planning, Software Project..., Data Analysis, Requirements Gathering
Education
Regis University
Bachelor of Science, Business Administration
Nordstrom FSB January 2014 - Present
Ericsson April 2013 - December 2013
Cricket Communications June 2012 - March 2013
Great West Life & Annuity February 2011 - February 2012
Janus Capital Group May 2007 - February 2011
DirecTV November 2005 - May 2007
EchoStar December 2003 - November 2005
Merrill Lynch June 2001 - November 2003
Facta3 October 2000 - June 2001
Columbine JDS November 1998 - October 2000
Skills
Business Intelligence, Data Warehousing, Business Analysis, ETL, Project Management, Program Management, Analytics, Informatica, Data Modeling, Process Improvement, Salesforce.com, Data Management, Data Cleaning, Team Leadership, Team Building, Team Management, Personnel Management, call center reporting, Onyx CRM, OBIEE, CRMFusion DemandTool, CRMFusion DupeBlocker, Dashboard, Microsoft SQL Server, SFDC ExcelConnector, SFDC Apex DataLoader, Tableau, Business Objects, Call Centers, CRM, Management, Databases, Business Process, Enterprise Architecture, Vendor Management, Cognos, Data Governance, Data Integration, Visio, Analysis, SDLC, Integration, Requirements Analysis, Master Data Management, Business Process..., Business Requirements, Strategic Planning, Software Project..., Data Analysis, Requirements Gathering
Education
Regis University
Bachelor of Science, Business Administration
Jessica Schumaker's Merrill Lynch Experience June 2007 - July 2010
Job IT Professional
Industry Computer Software
Experience
NC State University June 2012 - Present
Merrill Lynch June 2007 - July 2010
Lehman Brothers 2006 - 2007
Morgan Stanley 2000 - 2006
Microsoft Corporation 1999 - 1999
Skills
Fixed Income, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Equities, Electronic Trading, Business Analysis, Capital Markets, Agile Methodologies, FX Options, Equity Swaps, C++, Options, Structured Products, Risk Management, C#, Equity Derivatives, SQL, Interest Rate..., Hedge Funds, VBA, Credit Derivatives, Java, Swaps, Middle Office, Sybase, Market Data
Education
NC State 2012 — 2015
Master's degree, Computer Science, 4.0
Rensselaer Polytechnic Institute 1997 — 2000
Bachelor's degree, Dual Major in Computer Science and Mathematics
NC State University June 2012 - Present
Merrill Lynch June 2007 - July 2010
Lehman Brothers 2006 - 2007
Morgan Stanley 2000 - 2006
Microsoft Corporation 1999 - 1999
Skills
Fixed Income, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Equities, Electronic Trading, Business Analysis, Capital Markets, Agile Methodologies, FX Options, Equity Swaps, C++, Options, Structured Products, Risk Management, C#, Equity Derivatives, SQL, Interest Rate..., Hedge Funds, VBA, Credit Derivatives, Java, Swaps, Middle Office, Sybase, Market Data
Education
NC State 2012 — 2015
Master's degree, Computer Science, 4.0
Rensselaer Polytechnic Institute 1997 — 2000
Bachelor's degree, Dual Major in Computer Science and Mathematics
Kevin Kong, CFA's Merrill Lynch Experience 2005 - 2007
Job Market Risk Manager
Industry Financial Services
Experience
Bank of America August 2009 - Present
Morgan Stanley August 2007 - August 2009
Merrill Lynch 2005 - 2007
Skills
Valuation, Fixed Income, Credit Derivatives, Market Risk, Derivatives
Education
Rensselaer Polytechnic Institute 2000 — 2004
Bachelor of Science, Information Technology & Finance
Bank of America August 2009 - Present
Morgan Stanley August 2007 - August 2009
Merrill Lynch 2005 - 2007
Skills
Valuation, Fixed Income, Credit Derivatives, Market Risk, Derivatives
Education
Rensselaer Polytechnic Institute 2000 — 2004
Bachelor of Science, Information Technology & Finance
Tim Erzinger's Merrill Lynch Experience January 1999 - October 2002
Job Senior Relationship Specialist at Fiserv ISS
Industry Financial Services
Experience
Fiserv ISS July 2006 - Present
Merrill Lynch January 1999 - October 2002
Education
Regis University 1994 — 1999
BS, Business Management
Fiserv ISS July 2006 - Present
Merrill Lynch January 1999 - October 2002
Education
Regis University 1994 — 1999
BS, Business Management
Aaron Wester's Merrill Lynch Experience March 2000 - August 2000
Job Entreprenuer / Sales
Industry Marketing and Advertising
Experience
Colorado Wildlife Heritage Foundation October 2010 - January 2012
Lincoln Trust Company May 2008 - April 2010
Self-employed February 2003 - May 2008
Envestnet PMC August 2000 - February 2002
Merrill-Lynch March 2000 - August 2000
Skills
Business Development
Education
Regis University 1993 — 1998
BS, Environmental Studies & Biology
Colorado Wildlife Heritage Foundation October 2010 - January 2012
Lincoln Trust Company May 2008 - April 2010
Self-employed February 2003 - May 2008
Envestnet PMC August 2000 - February 2002
Merrill-Lynch March 2000 - August 2000
Skills
Business Development
Education
Regis University 1993 — 1998
BS, Environmental Studies & Biology
Jung Soe's Merrill Lynch Experience 2006 - 2009
Job VP at Citi
Industry Financial Services
Experience
Citigroup 2010 - Present
Merrill Lynch 2006 - 2009
Skills
Microsoft SQL Server, Fixed Income, Derivatives, Equities, Capital Markets
Education
Rensselaer Polytechnic Institute 1996 — 1997
Citigroup 2010 - Present
Merrill Lynch 2006 - 2009
Skills
Microsoft SQL Server, Fixed Income, Derivatives, Equities, Capital Markets
Education
Rensselaer Polytechnic Institute 1996 — 1997
Jing Liu, CFA's Merrill Lynch Experience August 2000 - December 2007
Job Director at GE Captial
Industry Investment Management
Experience
GE Captial February 2012 - Present
GE Capital Real Estate August 2010 - February 2012
GE Asset Management January 2008 - August 2010
Merrill Lynch August 2000 - December 2007
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Portfolio Management, Finance, Market Research, Mutual Funds, Mandarin, Private Equity, Emerging Markets, Investment Banking, Valuation, Business Strategy, Venture Capital, Due Diligence, Corporate Finance
Education
Renmin University of China
Master's degree, International Business
Virginia Polytechnic Institute and State University - Pamplin College of Business
Master, Accounting Information System
GE Captial February 2012 - Present
GE Capital Real Estate August 2010 - February 2012
GE Asset Management January 2008 - August 2010
Merrill Lynch August 2000 - December 2007
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Portfolio Management, Finance, Market Research, Mutual Funds, Mandarin, Private Equity, Emerging Markets, Investment Banking, Valuation, Business Strategy, Venture Capital, Due Diligence, Corporate Finance
Education
Renmin University of China
Master's degree, International Business
Virginia Polytechnic Institute and State University - Pamplin College of Business
Master, Accounting Information System
Nick Maki's Merrill Lynch Experience January 1998 - February 2003
Job Systems Administration Manager "Unnamed company listed"
Industry Financial Services
Experience
unnamed company listed November 2004 - Present
All Covered February 2002 - November 2004
Merrill Lynch January 1998 - February 2003
University of Northern Colorado May 1993 - January 1998
Skills
System Administration, Disaster Recovery, IT Management, Data Center, Active Directory
Education
Regis University 2000 — 2003
Masters Science, Computer Information Technology
University of Northern Colorado 1990 — 1995
B.sc, Computer Information Technology
unnamed company listed November 2004 - Present
All Covered February 2002 - November 2004
Merrill Lynch January 1998 - February 2003
University of Northern Colorado May 1993 - January 1998
Skills
System Administration, Disaster Recovery, IT Management, Data Center, Active Directory
Education
Regis University 2000 — 2003
Masters Science, Computer Information Technology
University of Northern Colorado 1990 — 1995
B.sc, Computer Information Technology
Bei Saville, CFA, CAIA's Merrill Lynch Experience 1998 - 1999
Job Senior Endowments & Foundations CIO at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation May 2015 - Present
The Leona M. and Harry B. Helmsley Charitable Trust 2010 - May 2015
Pfizer 2009 - May 2010
Morgan Stanley 2005 - 2009
JPMorgan 2004 - 2005
David J Greene 1999 - 2001
Anthem Communications 1999 - 1999
Merrill Lynch 1998 - 1999
China National Real Estate Developement Group Corporation 1994 - 1998
Skills
Financial Modeling, Equity Research, Real Estate, Portfolio Optimization, Business Development, Management, Research, Alternative Investments, Hedge Funds, Asset Managment, Equities, Private Equity
Education
Renmin University of China 1990 — 1994
B.S.
Strome College of Business
MBA
University of the West of England
Northern Trust Corporation May 2015 - Present
The Leona M. and Harry B. Helmsley Charitable Trust 2010 - May 2015
Pfizer 2009 - May 2010
Morgan Stanley 2005 - 2009
JPMorgan 2004 - 2005
David J Greene 1999 - 2001
Anthem Communications 1999 - 1999
Merrill Lynch 1998 - 1999
China National Real Estate Developement Group Corporation 1994 - 1998
Skills
Financial Modeling, Equity Research, Real Estate, Portfolio Optimization, Business Development, Management, Research, Alternative Investments, Hedge Funds, Asset Managment, Equities, Private Equity
Education
Renmin University of China 1990 — 1994
B.S.
Strome College of Business
MBA
University of the West of England
Lisa R. Potter, SPHR, GPHR's Merrill Lynch Experience May 1992 - April 1999
Job Human Resources at AECOM
Industry Human Resources
Experience
AECOM (formerly URS and Washington Group International) October 2004 - Present
Great-West Life and Annuity Insurance Company April 1999 - October 2004
Merrill Lynch May 1992 - April 1999
Skills
Employee Relations, Onboarding, Workforce Planning, HRIS, Deferred Compensation, Succession Planning, Change Management, Applicant Tracking..., Employee Benefits, Personnel Management, Benefits Administration, Talent Management, Organizational..., Talent Acquisition, Human Resources, Training, Organizational..., Management, Temporary Placement, FMLA, HR Policies, College Recruiting, New Hire Orientations, Leadership
Education
Regis University 1996 — 2000
Bachelor of Arts (BA), Organizational Development, Graduated Magna Cum Laude
AECOM (formerly URS and Washington Group International) October 2004 - Present
Great-West Life and Annuity Insurance Company April 1999 - October 2004
Merrill Lynch May 1992 - April 1999
Skills
Employee Relations, Onboarding, Workforce Planning, HRIS, Deferred Compensation, Succession Planning, Change Management, Applicant Tracking..., Employee Benefits, Personnel Management, Benefits Administration, Talent Management, Organizational..., Talent Acquisition, Human Resources, Training, Organizational..., Management, Temporary Placement, FMLA, HR Policies, College Recruiting, New Hire Orientations, Leadership
Education
Regis University 1996 — 2000
Bachelor of Arts (BA), Organizational Development, Graduated Magna Cum Laude
Brent Shum's Merrill Lynch Experience 2007 - 2007
Job Hedge fund COO/CFO and structured credit marketing/structuring.
Industry Investment Banking
Experience
Cohen & Company 2009 - 2013
Merrill Lynch 2007 - 2007
Regents Park Capital Management 2003 - 2006
Aladdin Capital Management 1999 - 2003
General Re Financial Products 1992 - 1999
Skills
Hedge Funds, Alternative Investments, Capital Markets, Derivatives, Credit, Risk Management, Credit Derivatives, Interest Rate..., Compliance, Securitization, Valuation, Asset Managment, Structured Finance, Trading, Funding, Financial Structuring, Credit Risk, Counterparty Risk, Legal, Financial Accounting, Liquidity Management, VAR, Investor Relations, Structured Products, CDS, Fixed Income, Hedging, Investments, Investment Banking, Finance, Equities, Financial Risk, Swaps, Portfolio Management
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA
Reed College 1985 — 1989
Bachelor of Arts
Cohen & Company 2009 - 2013
Merrill Lynch 2007 - 2007
Regents Park Capital Management 2003 - 2006
Aladdin Capital Management 1999 - 2003
General Re Financial Products 1992 - 1999
Skills
Hedge Funds, Alternative Investments, Capital Markets, Derivatives, Credit, Risk Management, Credit Derivatives, Interest Rate..., Compliance, Securitization, Valuation, Asset Managment, Structured Finance, Trading, Funding, Financial Structuring, Credit Risk, Counterparty Risk, Legal, Financial Accounting, Liquidity Management, VAR, Investor Relations, Structured Products, CDS, Fixed Income, Hedging, Investments, Investment Banking, Finance, Equities, Financial Risk, Swaps, Portfolio Management
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA
Reed College 1985 — 1989
Bachelor of Arts
Jennifer Tierney's Merrill Lynch Experience 2000 - 2003
Job Director of Information at The Wright Group Services
Industry Management Consulting
Experience
Red Rocks Community College August 2010 - Present
The Wright Group Services February 2010 - Present
Tierney & Group "TAG" Marketing/Business Consulting February 2009 - December 2012
JG Johnson Architects June 2008 - February 2009
Merrill Lynch 2000 - 2003
Skills
Leadership, Management, Marketing, Business Strategy, Management Consulting, Analysis, Training, Sales, Human Resources, Community Outreach, Organizational..., Strategic Planning
Education
University of Denver 2003 — 2005
Master of Arts (MA), Management /Technology
University of Denver 2001 — 2002
Certificate of Advanced Leadership, Executive Leadership and Technology Management
Regis University 1995 — 1999
Bachelor of Science (BS), Economics and Accountin g
ULI/DDP
Red Rocks Community College August 2010 - Present
The Wright Group Services February 2010 - Present
Tierney & Group "TAG" Marketing/Business Consulting February 2009 - December 2012
JG Johnson Architects June 2008 - February 2009
Merrill Lynch 2000 - 2003
Skills
Leadership, Management, Marketing, Business Strategy, Management Consulting, Analysis, Training, Sales, Human Resources, Community Outreach, Organizational..., Strategic Planning
Education
University of Denver 2003 — 2005
Master of Arts (MA), Management /Technology
University of Denver 2001 — 2002
Certificate of Advanced Leadership, Executive Leadership and Technology Management
Regis University 1995 — 1999
Bachelor of Science (BS), Economics and Accountin g
ULI/DDP
Mike Zangari's Merrill Lynch Experience December 2006 - 2009
Job Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2014 - Present
JPMorgan Chase June 2013 - October 2014
Morgan Stanley May 2010 - June 2013
Fidelity Investments May 2009 - 2010
Merrill Lynch December 2006 - 2009
Merrill Lynch January 2004 - December 2006
Merrill Lynch June 2004 - 2006
Education
Rensselaer Polytechnic Institute 1990 — 1994
Bachelor's degree, Management Information Systems, General
Fidelity Investments October 2014 - Present
JPMorgan Chase June 2013 - October 2014
Morgan Stanley May 2010 - June 2013
Fidelity Investments May 2009 - 2010
Merrill Lynch December 2006 - 2009
Merrill Lynch January 2004 - December 2006
Merrill Lynch June 2004 - 2006
Education
Rensselaer Polytechnic Institute 1990 — 1994
Bachelor's degree, Management Information Systems, General
Richard Mohrmann's Merrill Lynch Experience February 2008 - April 2012
Job Director, Index Administration and Calculation
Industry Financial Services
Experience
Thomson Reuters May 2012 - Present
Bank of America October 2009 - April 2012
Merrill Lynch February 2008 - April 2012
Bennitt Parters LLC April 2004 - January 2007
Morgan Stanley 2006 - 2007
Morgan Stanley January 1994 - April 2000
Morgan Stanley Dean Witter 1994 - 2000
IBM 1991 - 1994
Skills
Trading Systems, Market Data, Electronic Trading, Derivatives, Statistical Arbitrage, Low Latency, Equity Derivatives, Financial Markets, Equities, Fixed Income, Reference Data, High Frequency Trading, Securities, Portfolio Management, Trading System, Program Trading, Hedge Funds, Corporate Actions, Quantitative Analytics, Emerging Markets, Private Equity, SDLC, Financial Risk, Asset Management, FX Options, Financial Services, Investment Banking, Trading, Options, ETFs, Capital Markets, Back Office, Order Management, Quantitative Finance, Trading Strategies, Series 7, Risk Management, Equity Trading, Middle Office, Valuation, Basel II, Credit Derivatives, Prime Brokerage, Proprietary Trading, Alternative Investments, Exchange Connectivity, Series 63, Portfolio Optimization
Education
Rensselaer Polytechnic Institute 1988 — 1991
MS, Computer Science
Union College 1986 — 1988
Bachelor of Science (B.S.)
Thomson Reuters May 2012 - Present
Bank of America October 2009 - April 2012
Merrill Lynch February 2008 - April 2012
Bennitt Parters LLC April 2004 - January 2007
Morgan Stanley 2006 - 2007
Morgan Stanley January 1994 - April 2000
Morgan Stanley Dean Witter 1994 - 2000
IBM 1991 - 1994
Skills
Trading Systems, Market Data, Electronic Trading, Derivatives, Statistical Arbitrage, Low Latency, Equity Derivatives, Financial Markets, Equities, Fixed Income, Reference Data, High Frequency Trading, Securities, Portfolio Management, Trading System, Program Trading, Hedge Funds, Corporate Actions, Quantitative Analytics, Emerging Markets, Private Equity, SDLC, Financial Risk, Asset Management, FX Options, Financial Services, Investment Banking, Trading, Options, ETFs, Capital Markets, Back Office, Order Management, Quantitative Finance, Trading Strategies, Series 7, Risk Management, Equity Trading, Middle Office, Valuation, Basel II, Credit Derivatives, Prime Brokerage, Proprietary Trading, Alternative Investments, Exchange Connectivity, Series 63, Portfolio Optimization
Education
Rensselaer Polytechnic Institute 1988 — 1991
MS, Computer Science
Union College 1986 — 1988
Bachelor of Science (B.S.)
Ryan Romano LION's Merrill Lynch Experience August 2006 - December 2006
Job Financial Services
Industry Financial Services
Experience
Parametric 2013 - 2015
Parametric 2013 - 2015
BlackRock November 2012 - July 2013
Holland America Line thru Campuspoint November 2011 - November 2012
AmCheck October 2008 - October 2009
Janus Capital Group May 2007 - March 2008
Merrill Lynch August 2006 - December 2006
Education
Regis University
B.S, Business Administration; Finance and International Business
Regis University
Parametric 2013 - 2015
Parametric 2013 - 2015
BlackRock November 2012 - July 2013
Holland America Line thru Campuspoint November 2011 - November 2012
AmCheck October 2008 - October 2009
Janus Capital Group May 2007 - March 2008
Merrill Lynch August 2006 - December 2006
Education
Regis University
B.S, Business Administration; Finance and International Business
Regis University
Jeremy Sanchez, AAMS®'s Merrill Lynch Experience January 1997 - February 2000
Job Client Services Manager at Scotttrade Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services April 2015 - Present
Charles Schwab - Advisor Services August 2007 - March 2015
Charles Schwab 2003 - August 2007
Rocky Mountain Securities & Investments March 2000 - February 2003
Merrill Lynch January 1997 - February 2000
Skills
Series 7, Trading, Options, Series 63, Equities, Securities, Mutual Funds, FINRA, Investments, Bloomberg, Retirement, Series 55, Series 9/10, Financial Services
Education
Regis University 1997 — 1999
MBA, Finance Accounting
Regis University 1992 — 1996
B.S., Mathematics & Business Administration
Scottrade® Advisor Services April 2015 - Present
Charles Schwab - Advisor Services August 2007 - March 2015
Charles Schwab 2003 - August 2007
Rocky Mountain Securities & Investments March 2000 - February 2003
Merrill Lynch January 1997 - February 2000
Skills
Series 7, Trading, Options, Series 63, Equities, Securities, Mutual Funds, FINRA, Investments, Bloomberg, Retirement, Series 55, Series 9/10, Financial Services
Education
Regis University 1997 — 1999
MBA, Finance Accounting
Regis University 1992 — 1996
B.S., Mathematics & Business Administration
Bay Phillips's Merrill Lynch Experience June 2010 - August 2010
Job iOS Engineer at Plated
Industry Information Technology and Services
Experience
Plated February 2015 - Present
Relationship Science LLC July 2012 - February 2015
S&P Capital IQ June 2011 - July 2012
Merrill Lynch June 2010 - August 2010
BPS Digital LLC September 2005 - 2010
Capital IQ May 2009 - August 2009
Barnes & Noble June 2005 - August 2007
Olla Podrida 2006 - 2007
Skills
.NET, Web Design, Programming, HTML, CSS, SQL, C#, JavaScript, PHP, MySQL, SQL Server, Linux, Software Development, AJAX, ASP.NET, Database Design, jQuery, Microsoft SQL Server, Objective-C, ASP.NET MVC, iPhone Application..., iPad Application..., TeamCity, Mobile Devices, Web Development, iOS Development, User Interface Design
Education
Rensselaer Polytechnic Institute 2007 — 2011
BS, Information Technology Web Science
The Lawrenceville School 2003 — 2007
Plated February 2015 - Present
Relationship Science LLC July 2012 - February 2015
S&P Capital IQ June 2011 - July 2012
Merrill Lynch June 2010 - August 2010
BPS Digital LLC September 2005 - 2010
Capital IQ May 2009 - August 2009
Barnes & Noble June 2005 - August 2007
Olla Podrida 2006 - 2007
Skills
.NET, Web Design, Programming, HTML, CSS, SQL, C#, JavaScript, PHP, MySQL, SQL Server, Linux, Software Development, AJAX, ASP.NET, Database Design, jQuery, Microsoft SQL Server, Objective-C, ASP.NET MVC, iPhone Application..., iPad Application..., TeamCity, Mobile Devices, Web Development, iOS Development, User Interface Design
Education
Rensselaer Polytechnic Institute 2007 — 2011
BS, Information Technology Web Science
The Lawrenceville School 2003 — 2007
Janette Ortiz's Merrill Lynch Experience December 2003 - July 2008
Job Regional Vice President at Allianz Life Financial Services, LLC
Industry Financial Services
Experience
Allianz Life Financial Services, LLC May 2010 - January 2011
MetLife September 2008 - December 2009
Merrill Lynch December 2003 - July 2008
L'OREAL USA February 2002 - April 2003
Merrill Lynch January 1997 - January 2001
Skills
Retirement, Retirement Planning, Wealth Management, Financial Planning, Fixed Annuities, Financial Services, Life Insurance, Long-term Care, Medicare, Universal Life, Retirement Plan..., Equity Indexed Annuities
Education
Regis College
Bachelor of Science, Finance
Allianz Life Financial Services, LLC May 2010 - January 2011
MetLife September 2008 - December 2009
Merrill Lynch December 2003 - July 2008
L'OREAL USA February 2002 - April 2003
Merrill Lynch January 1997 - January 2001
Skills
Retirement, Retirement Planning, Wealth Management, Financial Planning, Fixed Annuities, Financial Services, Life Insurance, Long-term Care, Medicare, Universal Life, Retirement Plan..., Equity Indexed Annuities
Education
Regis College
Bachelor of Science, Finance
Pierce Trcka's Merrill Lynch Experience February 2008 - January 2009
Job Regional Sales Director at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group June 2013 - Present
Janus Capital Group February 2011 - Present
Jack Keeter Marketing November 2009 - February 2011
Transamerica March 2009 - November 2009
Merrill Lynch February 2008 - January 2009
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Investments, Fixed Annuities, Securities, Alternative Investments, Asset Allocation, Wealth Management, Retirement, Snowboarding, Financial Advisory, Strategic Financial..., ETFs, Variable Annuities, Finance, Life Insurance, Portfolio Management, Separately Managed..., Integrity, Investment Advisory, Wealth Management..., Insurance, Outstanding...
Education
Regis University 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Accounting
College for Financial Plannning 2012 — 2012
Accredited Portfolio Management Advisor, Financial Planning and Services
University of Houston 2000 — 2004
BBA, Finance and Marketing
Janus Capital Group June 2013 - Present
Janus Capital Group February 2011 - Present
Jack Keeter Marketing November 2009 - February 2011
Transamerica March 2009 - November 2009
Merrill Lynch February 2008 - January 2009
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Investments, Fixed Annuities, Securities, Alternative Investments, Asset Allocation, Wealth Management, Retirement, Snowboarding, Financial Advisory, Strategic Financial..., ETFs, Variable Annuities, Finance, Life Insurance, Portfolio Management, Separately Managed..., Integrity, Investment Advisory, Wealth Management..., Insurance, Outstanding...
Education
Regis University 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Accounting
College for Financial Plannning 2012 — 2012
Accredited Portfolio Management Advisor, Financial Planning and Services
University of Houston 2000 — 2004
BBA, Finance and Marketing
Erin (Smith) Tatman's Merrill Lynch Experience 2001 - 2002
Job Student
Industry Accounting
Experience
Atkinson-Noland & Associates January 2011 - December 2013
PwC January 2013 - March 2013
CDHS October 2002 - January 2011
Merrill Lynch 2001 - 2002
Merrill Lynch 1999 - 2001
Merrill Lynch 1998 - 1999
Skills
Forecasting, Strategic Planning, Leadership, PowerPoint, Financial Analysis, Management, Process Improvement
Education
Regis University
Bachelor of Science (BS), Accounting
Atkinson-Noland & Associates January 2011 - December 2013
PwC January 2013 - March 2013
CDHS October 2002 - January 2011
Merrill Lynch 2001 - 2002
Merrill Lynch 1999 - 2001
Merrill Lynch 1998 - 1999
Skills
Forecasting, Strategic Planning, Leadership, PowerPoint, Financial Analysis, Management, Process Improvement
Education
Regis University
Bachelor of Science (BS), Accounting
Julie Shoemaker's Merrill Lynch Experience June 1994 - April 2002
Job Associate Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2013 - Present
JPMorgan June 2002 - August 2013
Merrill Lynch June 1994 - April 2002
Skills
Fixed Income, Private Banking, Leadership, Management, Process Improvement, Analysis, Sales, Customer Service, Account Management, Team Building
Education
Regis University 2000 — 2007
BS, Management
Morgan Stanley Private Wealth Management August 2013 - Present
JPMorgan June 2002 - August 2013
Merrill Lynch June 1994 - April 2002
Skills
Fixed Income, Private Banking, Leadership, Management, Process Improvement, Analysis, Sales, Customer Service, Account Management, Team Building
Education
Regis University 2000 — 2007
BS, Management
Deborah Varco's Merrill Lynch Experience October 2000 - October 2011
Job Privacy Representative System Security at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2011 - Present
Merrill Lynch October 2000 - October 2011
Princeton Retirement Group 2005 - 2008
AMVESCAP Retirement, Inc. October 2000 - July 2005
Invesco Retirement Plan Services 2000 - 2003
IFG 1997 - 2000
Thomas James Associates 1990 - 1997
Boettcher & Company 1990 - 1991
Education
Regis University
BS, Business Administration
Bank of America Merrill Lynch October 2011 - Present
Merrill Lynch October 2000 - October 2011
Princeton Retirement Group 2005 - 2008
AMVESCAP Retirement, Inc. October 2000 - July 2005
Invesco Retirement Plan Services 2000 - 2003
IFG 1997 - 2000
Thomas James Associates 1990 - 1997
Boettcher & Company 1990 - 1991
Education
Regis University
BS, Business Administration
Jeffrey Yung's Merrill Lynch Experience May 2005 - October 2012
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2012 - November 2014
Merrill Lynch May 2005 - October 2012
JPMorgan Chase 2000 - 2003
Skills
Securities Lending, Middle Office, Prime Brokerage, Swaps, CDS, Series 7, Credit Derivatives, Fixed Income, Series 63, Hedge Funds, Collateral Management, Equities, Equity Derivatives, Derivatives, Securities, Trading Systems, Capital Markets
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science (B.S.), Mechanical Engineering
Bronx Science
Deutsche Bank October 2012 - November 2014
Merrill Lynch May 2005 - October 2012
JPMorgan Chase 2000 - 2003
Skills
Securities Lending, Middle Office, Prime Brokerage, Swaps, CDS, Series 7, Credit Derivatives, Fixed Income, Series 63, Hedge Funds, Collateral Management, Equities, Equity Derivatives, Derivatives, Securities, Trading Systems, Capital Markets
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science (B.S.), Mechanical Engineering
Bronx Science
Justin Pappas's Merrill Lynch Experience September 2005 - March 2007
Job Vice President at ConvergEx
Industry Financial Services
Experience
Convergex March 2015 - Present
ConvergEx April 2009 - March 2015
Eze Castle Software March 2007 - April 2009
Merrill Lynch September 2005 - March 2007
Cardinal Logistics April 2004 - October 2004
Skills
Trading Systems, Hedge Funds, Equities, Electronic Trading, Asset Managment, Portfolio Management, Order Management, Business Analysis, Financial Analysis, Bloomberg, Fixed Income, Project Management, Derivatives, Series 7, Series 63, SQL, Equity Trading
Education
Saint John's University 2003 — 2005
M.B.A., Executive Management
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor of Science (B.S.), Management / Economics
Convergex March 2015 - Present
ConvergEx April 2009 - March 2015
Eze Castle Software March 2007 - April 2009
Merrill Lynch September 2005 - March 2007
Cardinal Logistics April 2004 - October 2004
Skills
Trading Systems, Hedge Funds, Equities, Electronic Trading, Asset Managment, Portfolio Management, Order Management, Business Analysis, Financial Analysis, Bloomberg, Fixed Income, Project Management, Derivatives, Series 7, Series 63, SQL, Equity Trading
Education
Saint John's University 2003 — 2005
M.B.A., Executive Management
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor of Science (B.S.), Management / Economics
Fred Seid's Merrill Lynch Experience December 1994 - December 2008
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 2008 - Present
Merrill Lynch December 1994 - December 2008
Skills
Investments, Retirement, Fixed Income, Wealth-Preservation..., Multigenerational..., Wealth Management..., Asset Allocation, Securities, 401k Rollovers, Financial Services, Insurance, Investment Strategies, Retirement Plan..., Risk Managment..., Tax Efficient Strategies
Education
Rensselaer Polytechnic Institute 1976 — 1977
ME, Management Engineering
Rensselaer Polytechnic Institute 1972 — 1976
BS, Chemical Engineering
Oppenheimer & Co. Inc. December 2008 - Present
Merrill Lynch December 1994 - December 2008
Skills
Investments, Retirement, Fixed Income, Wealth-Preservation..., Multigenerational..., Wealth Management..., Asset Allocation, Securities, 401k Rollovers, Financial Services, Insurance, Investment Strategies, Retirement Plan..., Risk Managment..., Tax Efficient Strategies
Education
Rensselaer Polytechnic Institute 1976 — 1977
ME, Management Engineering
Rensselaer Polytechnic Institute 1972 — 1976
BS, Chemical Engineering
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
Dina Conrad's Merrill Lynch Experience 1989 - 2008
Job Grant Consultant, My Gateway to Overcoming Autism In Life, Inc.
Industry Financial Services
Experience
My Gateway to Overcoming Autism In Life, Inc. December 2009 - Present
MYGoalAutism 2009 - 2010
Merrill Lynch 1989 - 2008
Merrill Lynch 1989 - 2008
Merrill Lynch 1989 - 1991
Skills
Estate Planning, Retirement, Asset Allocation, Financial Services, Wealth Management, Leadership, Wealth
Education
Rutgers University-New Brunswick 1987 — 1989
Bachelor, Economics
Raritan Valley Community College
My Gateway to Overcoming Autism In Life, Inc. December 2009 - Present
MYGoalAutism 2009 - 2010
Merrill Lynch 1989 - 2008
Merrill Lynch 1989 - 2008
Merrill Lynch 1989 - 1991
Skills
Estate Planning, Retirement, Asset Allocation, Financial Services, Wealth Management, Leadership, Wealth
Education
Rutgers University-New Brunswick 1987 — 1989
Bachelor, Economics
Raritan Valley Community College
Carla Harlan's Merrill Lynch Experience June 2012 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Bank of America March 2009 - October 2012
Bank of America February 2005 - March 2009
Bank of America January 1996 - February 2005
Skills
Series 7, Compliance, Vendor Management, Performance Improvement, Coaching, Instructor-led Training, Talent Management, Financial Services, Change Management, Consulting, Training, Process Improvement, Investments, Banking, Management, Mutual Funds, Budgets, Sales, Finance, Wealth Management, Portfolio Management, Series 63, Fixed Annuities, Relationship Management, Credit, Leadership, Strategic Planning
Education
Regis University
BSBA, Finance and Economics
Merrill Lynch June 2012 - Present
Bank of America March 2009 - October 2012
Bank of America February 2005 - March 2009
Bank of America January 1996 - February 2005
Skills
Series 7, Compliance, Vendor Management, Performance Improvement, Coaching, Instructor-led Training, Talent Management, Financial Services, Change Management, Consulting, Training, Process Improvement, Investments, Banking, Management, Mutual Funds, Budgets, Sales, Finance, Wealth Management, Portfolio Management, Series 63, Fixed Annuities, Relationship Management, Credit, Leadership, Strategic Planning
Education
Regis University
BSBA, Finance and Economics
Loretta Maddock's Merrill Lynch Experience 2000 - 2012
Job Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2000 - 2012
Xerox 1979 - 1989
Education
Rensselaer Polytechnic Institute 1977 — 1979
MEng, Chemical Engineering
Rensselaer Polytechnic Institute 1972 — 1976
BS, Biology
Merrill Lynch 2000 - 2012
Xerox 1979 - 1989
Education
Rensselaer Polytechnic Institute 1977 — 1979
MEng, Chemical Engineering
Rensselaer Polytechnic Institute 1972 — 1976
BS, Biology
Antonio Zamora's Merrill Lynch Experience January 2008 - December 2008
Job Assistant Corporate Controller at Abengoa
Industry Renewables & Environment
Experience
Abengoa February 2015 - Present
Abengoa May 2014 - February 2015
Janus Capital Group October 2010 - May 2014
ALPS Funds Services December 2009 - October 2010
Merrill Lynch January 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Budgets, Mutual Funds, Forecasting, Finance, Investments, Financial Reporting, Accounting, Customer Service, Research, Spanish, Equities, Public Speaking, Securities, Bloomberg, Strategic Financial..., Account Reconciliation, Microsoft Excel, Internal Controls, Financial Statements, General Ledger, Corporate Finance, Budgeting, Financial Accounting, Strategic Planning, SAP, IFRS, US GAAP
Education
Regis University 2009 — 2009
Masters in Business Administration (MBA), Accounting and Finance
Regis University 2005 — 2008
Bachelor of Science, Accounting
Regis University 2005 — 2008
Bachelor of Science, Business Administration with an emphasis in Finance
Abengoa February 2015 - Present
Abengoa May 2014 - February 2015
Janus Capital Group October 2010 - May 2014
ALPS Funds Services December 2009 - October 2010
Merrill Lynch January 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Budgets, Mutual Funds, Forecasting, Finance, Investments, Financial Reporting, Accounting, Customer Service, Research, Spanish, Equities, Public Speaking, Securities, Bloomberg, Strategic Financial..., Account Reconciliation, Microsoft Excel, Internal Controls, Financial Statements, General Ledger, Corporate Finance, Budgeting, Financial Accounting, Strategic Planning, SAP, IFRS, US GAAP
Education
Regis University 2009 — 2009
Masters in Business Administration (MBA), Accounting and Finance
Regis University 2005 — 2008
Bachelor of Science, Accounting
Regis University 2005 — 2008
Bachelor of Science, Business Administration with an emphasis in Finance
Anthony DeGiulio's Merrill Lynch Experience December 2014 - Present
Job Financial Advisor, Farmer
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Five Goats Farm March 2010 - Present
Sano Investments November 1996 - June 2014
Skills
Creative Writing, Animal Husbandry, Organic Farming, Mechanical Aptitude, Idea Generation, Cooking, Product Management, Valuation, Microsoft Office, Program Management, Management, Leadership, Business Analysis, Financial Analysis
Education
Rensselaer Polytechnic Institute 1990 — 1994
Bachelor of Science (BS), Management
Merrill Lynch December 2014 - Present
Five Goats Farm March 2010 - Present
Sano Investments November 1996 - June 2014
Skills
Creative Writing, Animal Husbandry, Organic Farming, Mechanical Aptitude, Idea Generation, Cooking, Product Management, Valuation, Microsoft Office, Program Management, Management, Leadership, Business Analysis, Financial Analysis
Education
Rensselaer Polytechnic Institute 1990 — 1994
Bachelor of Science (BS), Management
Cathy Vigil's Merrill Lynch Experience 1990 - 1993
Job Executive Assistant / Project Manager
Industry Education Management
Experience
FRED Forum - Leadership Incubator May 2013 - Present
People's First Hospice March 2012 - Present
Partners for a Healthy Louisville February 2004 - January 2005
Self - employed January 1996 - May 1998
FACE TO FACE Mediation Program May 1995 - June 1997
Merrill Lynch 1990 - 1993
IBM Corporation January 1982 - June 1989
Skills
Employee Relations, Mediation, Training, Health & Wellness, Conflict Resolution, Hospice Respite Care, Hospice 11th Hour Care, Organizational...
Education
Conflict Resolution Center 1994 — 1995
Certificate in Conflict Resolution
Regis University
University of Colorado @ Colorado Springs
FRED Forum - Leadership Incubator May 2013 - Present
People's First Hospice March 2012 - Present
Partners for a Healthy Louisville February 2004 - January 2005
Self - employed January 1996 - May 1998
FACE TO FACE Mediation Program May 1995 - June 1997
Merrill Lynch 1990 - 1993
IBM Corporation January 1982 - June 1989
Skills
Employee Relations, Mediation, Training, Health & Wellness, Conflict Resolution, Hospice Respite Care, Hospice 11th Hour Care, Organizational...
Education
Conflict Resolution Center 1994 — 1995
Certificate in Conflict Resolution
Regis University
University of Colorado @ Colorado Springs
Chelsea Reichard's Merrill Lynch Experience April 2010 - April 2011
Job Senior Associate Institutional Sales at Ned Davis Research
Industry Financial Services
Experience
Ned Davis Research September 2013 - Present
Ned Davis Research, Inc. April 2013 - September 2013
Fisher Investments August 2012 - April 2013
Fisher Investments April 2011 - August 2012
Merrill Lynch April 2010 - April 2011
Northwestern Mutual Financial Network May 2008 - December 2008
Skills
Marketing, Finance, Investments, Time Management, Team Leadership, Customer Service, Project Management
Education
Regis University 2005 — 2009
Bachelor's of Science, Finance
Skyline HIgh School
Ned Davis Research September 2013 - Present
Ned Davis Research, Inc. April 2013 - September 2013
Fisher Investments August 2012 - April 2013
Fisher Investments April 2011 - August 2012
Merrill Lynch April 2010 - April 2011
Northwestern Mutual Financial Network May 2008 - December 2008
Skills
Marketing, Finance, Investments, Time Management, Team Leadership, Customer Service, Project Management
Education
Regis University 2005 — 2009
Bachelor's of Science, Finance
Skyline HIgh School
Eileen Mullen's Merrill Lynch Experience September 2001 - January 2002
Job Estate Sale Planner at Selfemployed
Industry Veterinary
Experience
Self-employed January 2015 - Present
MidAtlantic Equine Medical Center 2002 - October 2012
Merrill Lynch September 2001 - January 2002
Hoechst Celanese 1982 - 1999
Skills
Vendor Management, Customer Service, SDLC, Program Management, Strategic Planning, Team Building, Microsoft Office, Leadership, Change Management, Project Planning, Telecommunications, Troubleshooting, Cross-functional Team...
Education
Raritan Valley Community College 1985 — 1987
Associates, Liberal Arts
Mount Saint John Academy
Self-employed January 2015 - Present
MidAtlantic Equine Medical Center 2002 - October 2012
Merrill Lynch September 2001 - January 2002
Hoechst Celanese 1982 - 1999
Skills
Vendor Management, Customer Service, SDLC, Program Management, Strategic Planning, Team Building, Microsoft Office, Leadership, Change Management, Project Planning, Telecommunications, Troubleshooting, Cross-functional Team...
Education
Raritan Valley Community College 1985 — 1987
Associates, Liberal Arts
Mount Saint John Academy
Allen Kramer's Merrill Lynch Experience 2000 - 2003
Job Global Head of UBS Derivative Instrument Data at iGATE
Industry Financial Services
Experience
. December 2013 - Present
Investment Technology Group, Inc. January 2004 - 2013
Merrill Lynch 2000 - 2003
Skills
RMDS, Low Latency, Equities, Market Data, Trading Systems, Electronic Trading, Options, FX, Futures, Fixed Income, Multithreading, Financial Markets, Multithreaded..., C++, Java, Project Management, Scrum, Agile Project Management, Linux, Software Development, Unix, Sybase, Reference Data, Equity Derivatives, Enterprise Software, FX Options
Education
Rensselaer Polytechnic Institute
. December 2013 - Present
Investment Technology Group, Inc. January 2004 - 2013
Merrill Lynch 2000 - 2003
Skills
RMDS, Low Latency, Equities, Market Data, Trading Systems, Electronic Trading, Options, FX, Futures, Fixed Income, Multithreading, Financial Markets, Multithreaded..., C++, Java, Project Management, Scrum, Agile Project Management, Linux, Software Development, Unix, Sybase, Reference Data, Equity Derivatives, Enterprise Software, FX Options
Education
Rensselaer Polytechnic Institute
Laurie Slobodin-McQuillan's Merrill Lynch Experience 2008 - 2010
Job Executive Assistant, Banking Group at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
UBS Wealth Management March 2010 - July 2015
Merrill Lynch 2008 - 2010
BlackRock 2004 - 2008
Merrill Lynch 1999 - 2004
Merrill Lynch 1997 - 1999
Skills
Executive Support, Executive Transition, Executive Calendar..., Executive Travel, International Travel, Expense Reports, C Suite, Leadership, Organization Skills, Wealth Management, Hedge Funds, Mutual Funds, Banking, Expense Management, Retirement Planning, Change Management, Marketing, New Business Development, Asset Allocation, Fixed Income, Project Management, Mortgage Lending, Team Building, Strategic Financial..., Portfolio Management, Risk Management, Budgets, Business Strategy, Securities, Asset Management, Financial Services, Marketing Strategy, Investments
Education
Raritan Valley Community College
Associate's degree, Business Administration and Management, General
Timothy Christian School - Piscataway
UBS Wealth Management July 2015 - Present
UBS Wealth Management March 2010 - July 2015
Merrill Lynch 2008 - 2010
BlackRock 2004 - 2008
Merrill Lynch 1999 - 2004
Merrill Lynch 1997 - 1999
Skills
Executive Support, Executive Transition, Executive Calendar..., Executive Travel, International Travel, Expense Reports, C Suite, Leadership, Organization Skills, Wealth Management, Hedge Funds, Mutual Funds, Banking, Expense Management, Retirement Planning, Change Management, Marketing, New Business Development, Asset Allocation, Fixed Income, Project Management, Mortgage Lending, Team Building, Strategic Financial..., Portfolio Management, Risk Management, Budgets, Business Strategy, Securities, Asset Management, Financial Services, Marketing Strategy, Investments
Education
Raritan Valley Community College
Associate's degree, Business Administration and Management, General
Timothy Christian School - Piscataway
Jennifer Wigand's Merrill Lynch Experience May 2002 - July 2002
Job Supervisor at T. Rowe Price
Industry Retail
Experience
T. Rowe Price February 2011 - Present
Blockbuster December 2001 - February 2011
Merrill Lynch May 2002 - July 2002
Skills
Employee Training, Human Resources, Management, Marketing
Education
University of Colorado Colorado Springs 2002 — 2004
B.A., Economics
Reed College 2000 — 2001
Economics
T. Rowe Price February 2011 - Present
Blockbuster December 2001 - February 2011
Merrill Lynch May 2002 - July 2002
Skills
Employee Training, Human Resources, Management, Marketing
Education
University of Colorado Colorado Springs 2002 — 2004
B.A., Economics
Reed College 2000 — 2001
Economics
Ganesh Natarajan's Merrill Lynch Experience January 2006 - March 2006
Job Client Partner at Local Wisdom
Industry Internet
Experience
RTPD Institute June 2015 - Present
Local Wisdom February 2011 - Present
The Office of Assemblyman Upendra J. Chivukula June 2009 - August 2009
UMDNJ May 2006 - December 2006
Merrill Lynch January 2006 - March 2006
Educational Testing Service (ETS) December 2005 - December 2005
Skills
HTML, WordPress, Social Media, Digital Strategy, Web Design, Information Architecture, Web Development, Google Analytics, User Experience, JavaScript, jQuery, SharePoint, YouTube, CMS, Dreamweaver, Front-end, Press Releases, CSS3, SEO, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Firebug, PowerPoint, Customer Service, jQuery Mobile, JIRA, HTML 5, Interaction Design, Web Project Management, CSS2, Drupal, InDesign, Microsoft PowerPoint, Public Speaking, Java, Project Management, Teamwork, HTML emails, Account Management, PSD to HTML, IBM Websphere Commerce, Web 2.0, Agile & Waterfall..., Corporate Communications, Podcasting, Leadership, Salesforce.com
Education
Rider University 2008 — 2009
Bachelor of Arts (B.A.), Political Science, 3.5
Raritan Valley Community College 2007 — 2008
Associate of Arts (AA), Political Science and Government, 3.2
The Hun School of Princeton 1996 — 2000
Diploma, N/A, 3.0
RTPD Institute June 2015 - Present
Local Wisdom February 2011 - Present
The Office of Assemblyman Upendra J. Chivukula June 2009 - August 2009
UMDNJ May 2006 - December 2006
Merrill Lynch January 2006 - March 2006
Educational Testing Service (ETS) December 2005 - December 2005
Skills
HTML, WordPress, Social Media, Digital Strategy, Web Design, Information Architecture, Web Development, Google Analytics, User Experience, JavaScript, jQuery, SharePoint, YouTube, CMS, Dreamweaver, Front-end, Press Releases, CSS3, SEO, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Firebug, PowerPoint, Customer Service, jQuery Mobile, JIRA, HTML 5, Interaction Design, Web Project Management, CSS2, Drupal, InDesign, Microsoft PowerPoint, Public Speaking, Java, Project Management, Teamwork, HTML emails, Account Management, PSD to HTML, IBM Websphere Commerce, Web 2.0, Agile & Waterfall..., Corporate Communications, Podcasting, Leadership, Salesforce.com
Education
Rider University 2008 — 2009
Bachelor of Arts (B.A.), Political Science, 3.5
Raritan Valley Community College 2007 — 2008
Associate of Arts (AA), Political Science and Government, 3.2
The Hun School of Princeton 1996 — 2000
Diploma, N/A, 3.0
Pam Geier, MBA's Merrill Lynch Experience 1993 - 2003
Job Hospital Administrator at Pet Medical Centers
Industry Veterinary
Experience
Pet Medical Centers - Chatoak, Sunland, West Hills May 2013 - Present
VCA Great Lakes Veterinary Specialists April 2011 - April 2013
Drug Discovery for Tropical Diseases 2012 - 2012
Indian Tree Animal Hospital 2009 - 2011
VCA Wingate Animal Hospital 2003 - 2009
Merrill Lynch 1993 - 2003
Skills
Training, Business Development, Process Improvement, Management, Leadership, Budgets
Education
Regis University 2001 — 2003
MBA, Business Administration
University of Colorado at Boulder 1989 — 1992
BA, Political Science
St Timothys
Pet Medical Centers - Chatoak, Sunland, West Hills May 2013 - Present
VCA Great Lakes Veterinary Specialists April 2011 - April 2013
Drug Discovery for Tropical Diseases 2012 - 2012
Indian Tree Animal Hospital 2009 - 2011
VCA Wingate Animal Hospital 2003 - 2009
Merrill Lynch 1993 - 2003
Skills
Training, Business Development, Process Improvement, Management, Leadership, Budgets
Education
Regis University 2001 — 2003
MBA, Business Administration
University of Colorado at Boulder 1989 — 1992
BA, Political Science
St Timothys
Nate Dial's Merrill Lynch Experience January 2006 - January 2009
Job Senior Interest Rates Trader
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch January 2006 - January 2009
Skills
Japan, Trading Strategies, International Economics, Quantitative Finance, FX trading, Cello, Microsoft Excel
Education
Rensselaer Polytechnic Institute 2001 — 2005
BS, Computer Science
University of Tsukuba 2003 — 2004
Exchange Student, Computer Science, Japanese
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch January 2006 - January 2009
Skills
Japan, Trading Strategies, International Economics, Quantitative Finance, FX trading, Cello, Microsoft Excel
Education
Rensselaer Polytechnic Institute 2001 — 2005
BS, Computer Science
University of Tsukuba 2003 — 2004
Exchange Student, Computer Science, Japanese
Jeff Brookins's Merrill Lynch Experience 2008 - Present
Job Director, Global Wealth Management Technology Risk & Control at Bank of America / Merrill Lynch
Industry Computer & Network Security
Experience
Merrill Lynch 2008 - Present
Bank of America 2009 - 2014
Bank of America 2009 - 2014
Merrill Lynch 2004 - 2008
Merrill Lynch 1983 - 2004
Skills
Technology /..., Social Engineering, Team Leadership, Data Privacy, Internal Audit, External Audit, Cross Functional Team..., Business Continuity..., Telecommunications, Project Management, Service Delivery, Customer Service, Service Delivery Man, Distributed Systems, Operating and Capital..., Equities, Hedge Funds, Risk Management, Integration, Program Management, Enterprise Architecture, Business Continuity, Leadership, Series 7, Security, Derivatives, Vendor Management, IT Management, Fixed Income, Information Technology, Process Improvement, Strategy, Wealth Management, Financial Services, IT Strategy, Management, Trading Systems
Education
Regis University 2001 — 2007
BS in Business Administration, Minor in CIS
Merrill Lynch 2008 - Present
Bank of America 2009 - 2014
Bank of America 2009 - 2014
Merrill Lynch 2004 - 2008
Merrill Lynch 1983 - 2004
Skills
Technology /..., Social Engineering, Team Leadership, Data Privacy, Internal Audit, External Audit, Cross Functional Team..., Business Continuity..., Telecommunications, Project Management, Service Delivery, Customer Service, Service Delivery Man, Distributed Systems, Operating and Capital..., Equities, Hedge Funds, Risk Management, Integration, Program Management, Enterprise Architecture, Business Continuity, Leadership, Series 7, Security, Derivatives, Vendor Management, IT Management, Fixed Income, Information Technology, Process Improvement, Strategy, Wealth Management, Financial Services, IT Strategy, Management, Trading Systems
Education
Regis University 2001 — 2007
BS in Business Administration, Minor in CIS
Pam Shafer's Merrill Lynch Experience March 2006 - January 2012
Job Client Service associate
Industry Financial Services
Experience
Byram Healthcare April 2013 - Present
Merrill Lynch March 2006 - January 2012
Merrill Lynch/Bank December 1996 - January 2012
Merrill Lynch 1996 - 2012
Babson Capital/Mass Mutual July 2009 - September 2009
Sleep Health Centers February 2009 - May 2009
Premier Banking & Investments October 2007 - February 2009
Bank of America September 2007 - February 2009
Merrill Lynch March 2006 - July 2007
Merrill Lynch January 2001 - March 2006
Skills
Customer Service, Office Management, Supervisory Skills, Administrative Support, Outlook, Scheduling, Administration, Confidentiality, Data Entry, Word, Inventory Management, Problem Solving, PowerPoint, Microsoft Office, Excel, Expenses, Time Management, Hiring, Accounts Payable, Event Planning, Fax, Spreadsheets, Team Building, Calendars, Mentoring, Invoicing, Customer Satisfaction, Outstanding Customer..., Teamwork, Purchasing
Education
New England School of Business 2012 — 2013
Certicate of book keeping
University of Phoenix 2001 — 2004
University of Phoenix 2001 — 2004
Business, Management; Liberal Arts
Raritan Valley Community College 1994 — 1998
Associate Degree, Liberal Arts
Byram Healthcare April 2013 - Present
Merrill Lynch March 2006 - January 2012
Merrill Lynch/Bank December 1996 - January 2012
Merrill Lynch 1996 - 2012
Babson Capital/Mass Mutual July 2009 - September 2009
Sleep Health Centers February 2009 - May 2009
Premier Banking & Investments October 2007 - February 2009
Bank of America September 2007 - February 2009
Merrill Lynch March 2006 - July 2007
Merrill Lynch January 2001 - March 2006
Skills
Customer Service, Office Management, Supervisory Skills, Administrative Support, Outlook, Scheduling, Administration, Confidentiality, Data Entry, Word, Inventory Management, Problem Solving, PowerPoint, Microsoft Office, Excel, Expenses, Time Management, Hiring, Accounts Payable, Event Planning, Fax, Spreadsheets, Team Building, Calendars, Mentoring, Invoicing, Customer Satisfaction, Outstanding Customer..., Teamwork, Purchasing
Education
New England School of Business 2012 — 2013
Certicate of book keeping
University of Phoenix 2001 — 2004
University of Phoenix 2001 — 2004
Business, Management; Liberal Arts
Raritan Valley Community College 1994 — 1998
Associate Degree, Liberal Arts
Anton Dreslin's Merrill Lynch Experience 1991 - 1995
Job Director ITS at state of new york
Industry Financial Services
Experience
NYS Office of Information Technology Services August 2014 - Present
Bank of America Merrill Lynch January 1996 - Present
Merrill Lynch 1991 - 1995
GE 1987 - 1989
Skills
SDLC, Software Development, IT Strategy, Requirements Analysis, IT Management, Business Analysis, Enterprise Architecture, Visio, Software Project..., SQL, Vendor Management, Integration, Disaster Recovery, Process Improvement, Data Warehousing, Project Management, Requirements Gathering, Program Management
Education
Rensselaer Polytechnic Institute 2001 — 2004
MS, MIS
SUNY Albany 1989 — 1991
BS, Mathematics
NYS Office of Information Technology Services August 2014 - Present
Bank of America Merrill Lynch January 1996 - Present
Merrill Lynch 1991 - 1995
GE 1987 - 1989
Skills
SDLC, Software Development, IT Strategy, Requirements Analysis, IT Management, Business Analysis, Enterprise Architecture, Visio, Software Project..., SQL, Vendor Management, Integration, Disaster Recovery, Process Improvement, Data Warehousing, Project Management, Requirements Gathering, Program Management
Education
Rensselaer Polytechnic Institute 2001 — 2004
MS, MIS
SUNY Albany 1989 — 1991
BS, Mathematics
Jackson Munoz's Merrill Lynch Experience May 2014 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch April 2013 - Present
Wells Fargo Bank September 2009 - April 2013
Verizon Wireless November 2005 - September 2008
Skills
Loans, Credit, Banking, Consumer Lending, Small Business Lending, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Lending, Commercial Banking, Loan Origination, Lines Of Credit, Cross Selling, Portfolio Management, Mortgage Banking
Education
Raritan Valley Community College 2004 — 2005
Associate of Science (A.S.), Business Administration and Management, General
Merrill Lynch May 2014 - Present
Merrill Lynch April 2013 - Present
Wells Fargo Bank September 2009 - April 2013
Verizon Wireless November 2005 - September 2008
Skills
Loans, Credit, Banking, Consumer Lending, Small Business Lending, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Lending, Commercial Banking, Loan Origination, Lines Of Credit, Cross Selling, Portfolio Management, Mortgage Banking
Education
Raritan Valley Community College 2004 — 2005
Associate of Science (A.S.), Business Administration and Management, General
Bernadette VAN SON's Merrill Lynch Experience September 2001 - December 2001
Job Director at Barclays
Industry Financial Services
Experience
Barclays November 2007 - Present
JPMorgan Chase December 2001 - September 2007
Merrill Lynch September 2001 - December 2001
Education
Rensselaer Polytechnic Institute 1988 — 2002
Masters of Science, Computer Science
Rensselaer Polytechnic Institute 1984 — 1988
Bachelor of Science (B.S.), Computer Science
Barclays November 2007 - Present
JPMorgan Chase December 2001 - September 2007
Merrill Lynch September 2001 - December 2001
Education
Rensselaer Polytechnic Institute 1988 — 2002
Masters of Science, Computer Science
Rensselaer Polytechnic Institute 1984 — 1988
Bachelor of Science (B.S.), Computer Science
Laura Marano's Merrill Lynch Experience September 1995 - April 1999
Job Controller at maranofamily@live.com
Industry Financial Services
Experience
maranofamily@live.com April 1999 - Present
Merrill Lynch September 1995 - April 1999
Merrill Lynch 1995 - 1999
Skills
Sales, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Strategic Planning, Account Management, PowerPoint, Outlook, Coaching, Event Planning, Financial Analysis, Insurance, Leadership, Marketing, Marketing Strategy, Negotiation, New Business Development, Sales Management, Social Media, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1988
Bachelor of Arts (B.A.), Economics and English
Raritan Valley Community College 1983 — 1984
Associate of Arts (A.A.), Business/Managerial Economics
maranofamily@live.com April 1999 - Present
Merrill Lynch September 1995 - April 1999
Merrill Lynch 1995 - 1999
Skills
Sales, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Strategic Planning, Account Management, PowerPoint, Outlook, Coaching, Event Planning, Financial Analysis, Insurance, Leadership, Marketing, Marketing Strategy, Negotiation, New Business Development, Sales Management, Social Media, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1988
Bachelor of Arts (B.A.), Economics and English
Raritan Valley Community College 1983 — 1984
Associate of Arts (A.A.), Business/Managerial Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank