Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Olivia Low Olivia Low's Merrill Lynch Experience June 2012 - August 2012
Job Consultant at Quorum Business Solutions
Industry Computer Software
Experience
Quorum Business Solutions August 2014 - Present
Reasoning Mind March 2014 - June 2014
GE Aviation May 2013 - August 2013
Houston Chronicle May 2013 - May 2013
Rice University Department of Psychology January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Rice Center for Technology in Teaching and Learning June 2011 - August 2011
Skills
Microsoft Office, Research, Data Analysis, Analysis, Financial Analysis, Basecamp, OnBase, SQL, Crystal Reports, C++, Oracle
Education
Rice University 2010 — 2014
B.A., Mathematical Economic Analysis
Quorum Business Solutions August 2014 - Present
Reasoning Mind March 2014 - June 2014
GE Aviation May 2013 - August 2013
Houston Chronicle May 2013 - May 2013
Rice University Department of Psychology January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Rice Center for Technology in Teaching and Learning June 2011 - August 2011
Skills
Microsoft Office, Research, Data Analysis, Analysis, Financial Analysis, Basecamp, OnBase, SQL, Crystal Reports, C++, Oracle
Education
Rice University 2010 — 2014
B.A., Mathematical Economic Analysis
Susan Loughridge Susan Loughridge's Merrill Lynch Experience 2011 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch Wealth Management, Bank of America Corporation 2011 - Present
Merrill Lynch 2011 - Present
Merrill Lynch 2011 - April 2014
Velocity Sports Performance 2003 - 2007
Cornerstone Print & Marketing 2001 - 2002
AlphaGraphics - Store 12 2000 - 2001
AlphaGraphics - Stores 361 & 384 1995 - 2000
Education
Rice University 1982 — 1986
Bachelor of Arts (BA), Public Policy Studies (International Relations), Behavioral Studies & Anthropology
Fairview
College Preparatory
Westbrook
Merrill Lynch Wealth Management, Bank of America Corporation 2011 - Present
Merrill Lynch 2011 - Present
Merrill Lynch 2011 - April 2014
Velocity Sports Performance 2003 - 2007
Cornerstone Print & Marketing 2001 - 2002
AlphaGraphics - Store 12 2000 - 2001
AlphaGraphics - Stores 361 & 384 1995 - 2000
Education
Rice University 1982 — 1986
Bachelor of Arts (BA), Public Policy Studies (International Relations), Behavioral Studies & Anthropology
Fairview
College Preparatory
Westbrook
Bryan Beasley Bryan Beasley's Merrill Lynch Experience 2014 - Present
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch 2014 - Present
AmWINS Group 2013 - 2014
Invesco Ltd. 2011 - 2013
Education
Rice University 2007 — 2011
Bachelor's degree, Economics
Texas A&M University 2006 — 2007
Merrill Lynch 2014 - Present
AmWINS Group 2013 - 2014
Invesco Ltd. 2011 - 2013
Education
Rice University 2007 — 2011
Bachelor's degree, Economics
Texas A&M University 2006 — 2007
Shelby Bottoms Shelby Bottoms's Merrill Lynch Experience May 2010 - August 2010
Job Associate at Mantucket Capital
Industry Venture Capital & Private Equity
Experience
Mantucket Capital September 2014 - Present
Deutsche Bank July 2012 - September 2014
Deutsche Bank June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Corporate Finance, Financial Analysis, Investment Banking, Financial Modeling, Financial Advisory, Equities, Valuation, Private Banking, Energy, Investments, Microsoft Excel, Fixed Income, Derivatives, Microsoft Office
Education
Rice University
BA, Economics, Managerial Studies, Sport Management, Business Minor
Mantucket Capital September 2014 - Present
Deutsche Bank July 2012 - September 2014
Deutsche Bank June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Corporate Finance, Financial Analysis, Investment Banking, Financial Modeling, Financial Advisory, Equities, Valuation, Private Banking, Energy, Investments, Microsoft Excel, Fixed Income, Derivatives, Microsoft Office
Education
Rice University
BA, Economics, Managerial Studies, Sport Management, Business Minor
Mariah Celestine Mariah Celestine's Merrill Lynch Experience October 2013 - April 2014
Job Global Wealth and Investment Management Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Management Leadership for Tomorrow July 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Sponsors for Educational Opportunity April 2014 - August 2014
Merrill Lynch October 2013 - April 2014
Wealth Development Strategies, L.P. May 2013 - July 2013
Fe y Justicia Worker Justice Center August 2012 - December 2012
Skills
Finance, Research, PowerPoint, Strategic Financial..., Microsoft Excel, Social Media, Financial Modeling, Financial Analysis, Time Management, Economics, Spanish, Data Analysis, Financial Planning, Leadership, Investments, SPSS
Education
Rice University 2011 — 2015
Bachelor of Arts (BA), Mathematical Economic Analysis
Alfred M. Barbe High School 2007 — 2011
Bank of America Merrill Lynch August 2015 - Present
Management Leadership for Tomorrow July 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Sponsors for Educational Opportunity April 2014 - August 2014
Merrill Lynch October 2013 - April 2014
Wealth Development Strategies, L.P. May 2013 - July 2013
Fe y Justicia Worker Justice Center August 2012 - December 2012
Skills
Finance, Research, PowerPoint, Strategic Financial..., Microsoft Excel, Social Media, Financial Modeling, Financial Analysis, Time Management, Economics, Spanish, Data Analysis, Financial Planning, Leadership, Investments, SPSS
Education
Rice University 2011 — 2015
Bachelor of Arts (BA), Mathematical Economic Analysis
Alfred M. Barbe High School 2007 — 2011
John Polasek John Polasek's Merrill Lynch Experience 2004 - 2005
Job President at AIWEX, Inc.
Industry Financial Services
Experience
AIWEX, Inc. 2005 - Present
Drop Tyne Investments, LLC 2005 - Present
Deutsche Bank September 2013 - December 2013
J.P. Morgan 2008 - 2012
Bear Stearns 2006 - 2008
Merrill Lynch 2004 - 2005
Koch Industries 1998 - 2004
Bank of America 1996 - 1998
Baltimore Orioles 1992 - 1994
Montreal Expos 1990 - 1992
Skills
Trading, Investments, Energy, Commodity, Derivatives, Structured Finance, Risk Management, Agriculture, Global Business..., Private Equity, Hedging, Commodity Markets
Education
The University of Texas at Austin 1994 — 1996
Master of Business Administration (MBA), Finance and Marketing
The University of Texas at Austin
Engineering
University of Cambridge
Economics and Political Science
Rice University 1986 — 1991
Bachelor of Arts (B.A.), Economics, Managerial Studies, Political Science
AIWEX, Inc. 2005 - Present
Drop Tyne Investments, LLC 2005 - Present
Deutsche Bank September 2013 - December 2013
J.P. Morgan 2008 - 2012
Bear Stearns 2006 - 2008
Merrill Lynch 2004 - 2005
Koch Industries 1998 - 2004
Bank of America 1996 - 1998
Baltimore Orioles 1992 - 1994
Montreal Expos 1990 - 1992
Skills
Trading, Investments, Energy, Commodity, Derivatives, Structured Finance, Risk Management, Agriculture, Global Business..., Private Equity, Hedging, Commodity Markets
Education
The University of Texas at Austin 1994 — 1996
Master of Business Administration (MBA), Finance and Marketing
The University of Texas at Austin
Engineering
University of Cambridge
Economics and Political Science
Rice University 1986 — 1991
Bachelor of Arts (B.A.), Economics, Managerial Studies, Political Science
Nicholas Elder's Merrill Lynch Experience 2014 - 2014
Job Property Acquisition Intern at Enchanted Rock, Ltd.
Industry
Experience
Merrill Lynch 2014 - 2014
Enchanted Rock, Ltd. May 2013 - July 2013
HEB May 2009 - October 2009
Education
Rice University 2011 — 2015
Bachelor of Economics, Business Minor, 3.33/4.0
Merrill Lynch 2014 - 2014
Enchanted Rock, Ltd. May 2013 - July 2013
HEB May 2009 - October 2009
Education
Rice University 2011 — 2015
Bachelor of Economics, Business Minor, 3.33/4.0
Laura Virili's Merrill Lynch Experience 2008 - 2013
Job Coaching Advisors to Kill it Online & Off thru Social Media ★ Social Media Speaker & Coach at Ripple Effect Strategies
Industry Financial Services
Experience
Ripple Effect Strategies August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
Marketing, Communications, PR 2013 - 2014
Merrill Lynch 2008 - 2013
Merrill Lynch 2007 - 2008
Skills
Marketing, Social Media Marketing, Public Speaking, Coaching, Online Marketing, Strategy, Social Networking, Training, Integrated Marketing, Business Development, Management, Advertising, Public Relations, Digital Marketing, Online Advertising, Corporate Communications, Team Leadership, Strategic Communications, Marketing Management, Marketing Communications, Leadership, Strategic Planning
Education
Rider University
Bachelor's Degree, Business Administration
Ripple Effect Strategies August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
Marketing, Communications, PR 2013 - 2014
Merrill Lynch 2008 - 2013
Merrill Lynch 2007 - 2008
Skills
Marketing, Social Media Marketing, Public Speaking, Coaching, Online Marketing, Strategy, Social Networking, Training, Integrated Marketing, Business Development, Management, Advertising, Public Relations, Digital Marketing, Online Advertising, Corporate Communications, Team Leadership, Strategic Communications, Marketing Management, Marketing Communications, Leadership, Strategic Planning
Education
Rider University
Bachelor's Degree, Business Administration
Pat Wenzel's Merrill Lynch Experience January 2007 - Present
Job Managing Director Wealth Management Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
MetLife January 2004 - January 2007
Nationwide Financial July 1999 - January 2004
Lincoln Financial Group January 1996 - December 1998
American Funds September 1991 - December 1995
Skills
Retirement Plan..., Retirement Planning, Qualified Retirement..., Certified Financial...
Education
Rice University 2013 — 2014
Certified Financial Planner, Financial Planning
Tulane University- A.B. Freeman Schoold of Business 1987 — 1991
Bachelors of Science in Management, Finance and International Business
Saint Mary's Hall 1984 — 1987
Merrill Lynch January 2007 - Present
MetLife January 2004 - January 2007
Nationwide Financial July 1999 - January 2004
Lincoln Financial Group January 1996 - December 1998
American Funds September 1991 - December 1995
Skills
Retirement Plan..., Retirement Planning, Qualified Retirement..., Certified Financial...
Education
Rice University 2013 — 2014
Certified Financial Planner, Financial Planning
Tulane University- A.B. Freeman Schoold of Business 1987 — 1991
Bachelors of Science in Management, Finance and International Business
Saint Mary's Hall 1984 — 1987
Henry Deng Henry Deng's Merrill Lynch Experience December 2011 - January 2012
Job Senior Business Analyst at Accenture
Industry Management Consulting
Experience
Accenture September 2013 - Present
Parliament Investment Group, LLC January 2010 - January 2013
Accenture May 2012 - August 2012
Merrill Lynch December 2011 - January 2012
TPC Group May 2011 - August 2011
Skills
Strategy, Valuation, Access, Portfolio Management, Financial Modeling, Finance, Analysis, Financial Analysis, Corporate Finance, Business Analysis, Management Consulting
Education
Rice University 2009 — 2013
B.A; B.A; B.A, Mathematical Economic Analysis; Statistics; Managerial Studies
Rice University
Accenture September 2013 - Present
Parliament Investment Group, LLC January 2010 - January 2013
Accenture May 2012 - August 2012
Merrill Lynch December 2011 - January 2012
TPC Group May 2011 - August 2011
Skills
Strategy, Valuation, Access, Portfolio Management, Financial Modeling, Finance, Analysis, Financial Analysis, Corporate Finance, Business Analysis, Management Consulting
Education
Rice University 2009 — 2013
B.A; B.A; B.A, Mathematical Economic Analysis; Statistics; Managerial Studies
Rice University
J Michael Mike Fox J Michael Mike Fox's Merrill Lynch Experience August 1994 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1994 - Present
Skills
Wealth Management, Investment Advisory, Series 7, Asset Allocation, Series 63, Retirement Planning, Securities, FINRA, Portfolio Management, Strategic Planning, Asset Management, Management
Education
Rice University 1981 — 1985
Bachelor's degree, Managerial Studies & Political Science
Merrill Lynch August 1994 - Present
Skills
Wealth Management, Investment Advisory, Series 7, Asset Allocation, Series 63, Retirement Planning, Securities, FINRA, Portfolio Management, Strategic Planning, Asset Management, Management
Education
Rice University 1981 — 1985
Bachelor's degree, Managerial Studies & Political Science
Nicholas Photiadis Nicholas Photiadis's Merrill Lynch Experience November 1998 - March 2011
Job Wealth Management Adviser at LPL Financial
Industry Financial Services
Experience
LPL Financial - Member FINRA / SIPC March 2011 - Present
Fairleigh Dickinson University September 2005 - Present
Merrill Lynch November 1998 - March 2011
NGP Holdings, Incorporated November 1992 - April 1997
U.S Air Force February 1989 - June 1991
U.S. Air Force April 1987 - August 1989
Skills
Securities, Retirement Planning, Risk Management, Investments, Financial Advisory, Investment Strategies, Investment Management, Asset Protection, Intergenerational..., Global Tactical Asset..., Wealth Management, Alternative Investments, Investment Policy..., Wealth Preservation..., Concentrated Stock..., Guest Lecturing, Management, Estate Planning, Financial Planning, Strategic Financial..., Trust Services and..., Cross-border..., Consulting - Investment..., Liability Analysis and..., Asset Management, Estate Planning &..., Investment Advisory
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1989 — 1991
MBA, Corporate Finance and Strategic Management
Air Training Command, Lowry AFB, Colorado 1986 — 1987
Operations and Logistics Management
Stevens Institute of Technology 1982 — 1986
BE, Engineering Physics
Cliffside Park HS
LPL Financial - Member FINRA / SIPC March 2011 - Present
Fairleigh Dickinson University September 2005 - Present
Merrill Lynch November 1998 - March 2011
NGP Holdings, Incorporated November 1992 - April 1997
U.S Air Force February 1989 - June 1991
U.S. Air Force April 1987 - August 1989
Skills
Securities, Retirement Planning, Risk Management, Investments, Financial Advisory, Investment Strategies, Investment Management, Asset Protection, Intergenerational..., Global Tactical Asset..., Wealth Management, Alternative Investments, Investment Policy..., Wealth Preservation..., Concentrated Stock..., Guest Lecturing, Management, Estate Planning, Financial Planning, Strategic Financial..., Trust Services and..., Cross-border..., Consulting - Investment..., Liability Analysis and..., Asset Management, Estate Planning &..., Investment Advisory
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1989 — 1991
MBA, Corporate Finance and Strategic Management
Air Training Command, Lowry AFB, Colorado 1986 — 1987
Operations and Logistics Management
Stevens Institute of Technology 1982 — 1986
BE, Engineering Physics
Cliffside Park HS
Nick Shea's Merrill Lynch Experience May 2010 - August 2010
Job Senior Consultant at Quorum Business Solutions
Industry Oil & Energy
Experience
Quorum Business Solutions July 2014 - Present
Quorum Business Solutions August 2012 - June 2014
Tudor Pickering & Holt June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
PL/SQL, Microsoft Excel, Microsoft SQL Server, GIS, Product Management, Databases, Data Analysis, Business Analysis, SQL, Management, Analysis, Requirements Analysis, Energy, Consulting
Education
Rice University 2008 — 2012
Bachelor of Arts (BA), Mathematical Economic Analysis & Asian Studies
Universität Freiburg 2010 — 2010
Cistercian Prep School
Quorum Business Solutions July 2014 - Present
Quorum Business Solutions August 2012 - June 2014
Tudor Pickering & Holt June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
PL/SQL, Microsoft Excel, Microsoft SQL Server, GIS, Product Management, Databases, Data Analysis, Business Analysis, SQL, Management, Analysis, Requirements Analysis, Energy, Consulting
Education
Rice University 2008 — 2012
Bachelor of Arts (BA), Mathematical Economic Analysis & Asian Studies
Universität Freiburg 2010 — 2010
Cistercian Prep School
Madison Marzario Madison Marzario's Merrill Lynch Experience June 2013 - August 2013
Job Financial Services Office IT Risk Advisory
Industry Financial Services
Experience
EY July 2014 - Present
Merrill Lynch June 2013 - August 2013
Brewer Sports International June 2012 - August 2012
Skills
PowerPoint, Teamwork, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Windows, Research, Social Networking, HTML, English, Outlook, Access, Team Leadership
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2010 — 2014
Bachelor's degree, Business and Management
Shattuck St. Mary's 2004 — 2010
EY July 2014 - Present
Merrill Lynch June 2013 - August 2013
Brewer Sports International June 2012 - August 2012
Skills
PowerPoint, Teamwork, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Windows, Research, Social Networking, HTML, English, Outlook, Access, Team Leadership
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2010 — 2014
Bachelor's degree, Business and Management
Shattuck St. Mary's 2004 — 2010
Guy Billups's Merrill Lynch Experience July 2015 - Present
Job Seasonal Client Associate at Merrill Lynch and StudentAthlete at Rice University
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - July 2014
TC Global Commercial May 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Commercial Real Estate, Social Media, Loopnet, CoStar, Economics, Real Estate Economics, Comparative Market..., Investment Properties, Critical Thinking, Organization, Team Leadership, Social Networking
Education
Rice University 2011 — 2015
Bachelor of Arts (B.A.) Economics, Economics
Oxford High School 2009 — 2011
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - July 2014
TC Global Commercial May 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Commercial Real Estate, Social Media, Loopnet, CoStar, Economics, Real Estate Economics, Comparative Market..., Investment Properties, Critical Thinking, Organization, Team Leadership, Social Networking
Education
Rice University 2011 — 2015
Bachelor of Arts (B.A.) Economics, Economics
Oxford High School 2009 — 2011
Barbie O'Connor Barbie O'Connor's Merrill Lynch Experience 1979 - 1995
Job Author and Speaker at MoneySmarts4U
Industry Professional Training & Coaching
Experience
MoneySmarts4U November 2013 - Present
Zunne Group Racing Inc. 1995 - Present
Merrill Lynch 1979 - 1995
Skills
Published Author, Public Speaking, Motivational Speaking, Life Coaching, Leadership Development, Personal Development, Books, Non-fiction, Lifestyle Coaching, Workshop Facilitation, Leadership, Public Relations, Editing, Strategic Planning, Nonprofits, Research
Education
Rice University
MoneySmarts4U November 2013 - Present
Zunne Group Racing Inc. 1995 - Present
Merrill Lynch 1979 - 1995
Skills
Published Author, Public Speaking, Motivational Speaking, Life Coaching, Leadership Development, Personal Development, Books, Non-fiction, Lifestyle Coaching, Workshop Facilitation, Leadership, Public Relations, Editing, Strategic Planning, Nonprofits, Research
Education
Rice University
James Lezzer's Merrill Lynch Experience June 1993 - March 1995
Job VP, Business Development, Health Care Revenue Cycle Consulting & Technology
Industry Hospital & Health Care
Experience
Certive Solutions Inc. July 2009 - Present
Budgetrac Systems, Inc. August 2006 - July 2009
Omega Consulting Group, LLC December 2003 - August 2006
Anton Systems, Inc. October 2001 - December 2003
BudgeTrac Systems, Inc. September 1998 - October 2001
Amtech Software July 1997 - September 1998
Jameson, Moore, Peskin & Spicer February 1996 - July 1997
RCN March 1995 - February 1996
Merrill Lynch June 1993 - March 1995
Princeton University November 1990 - June 1993
Skills
Analysis, Accounting, Financial Reporting, Budgeting, Strategic Planning, Contract Negotiation, Forecasting, Planning, Microsoft Office, New Business Development, Customer Relations, Business Planning, Financial Analysis, Sales Management, Budgets, Project Planning, Sales, Customer Service, Social Media Marketing, CRM, Marketing, Leadership, Business Development, Lead Generation, Account Management, Training, Management, Sales Process, Selling, Strategy, Start-ups, Mergers & Acquisitions, Consulting, Solution Selling, Executive Management, Strategic Partnerships, ERP, Entrepreneurship, SaaS, Management Consulting, Business Strategy, Managerial Finance, Cross-functional Team..., Competitive Analysis, Analytics, Salesforce.com, Outsourcing, Enterprise Software, P&L Management, Networking
Education
Rider University 1989 — 1993
BS, Accounting & Finance
Holy Ghost Preparatory High School 1985 — 1989
Certive Solutions Inc. July 2009 - Present
Budgetrac Systems, Inc. August 2006 - July 2009
Omega Consulting Group, LLC December 2003 - August 2006
Anton Systems, Inc. October 2001 - December 2003
BudgeTrac Systems, Inc. September 1998 - October 2001
Amtech Software July 1997 - September 1998
Jameson, Moore, Peskin & Spicer February 1996 - July 1997
RCN March 1995 - February 1996
Merrill Lynch June 1993 - March 1995
Princeton University November 1990 - June 1993
Skills
Analysis, Accounting, Financial Reporting, Budgeting, Strategic Planning, Contract Negotiation, Forecasting, Planning, Microsoft Office, New Business Development, Customer Relations, Business Planning, Financial Analysis, Sales Management, Budgets, Project Planning, Sales, Customer Service, Social Media Marketing, CRM, Marketing, Leadership, Business Development, Lead Generation, Account Management, Training, Management, Sales Process, Selling, Strategy, Start-ups, Mergers & Acquisitions, Consulting, Solution Selling, Executive Management, Strategic Partnerships, ERP, Entrepreneurship, SaaS, Management Consulting, Business Strategy, Managerial Finance, Cross-functional Team..., Competitive Analysis, Analytics, Salesforce.com, Outsourcing, Enterprise Software, P&L Management, Networking
Education
Rider University 1989 — 1993
BS, Accounting & Finance
Holy Ghost Preparatory High School 1985 — 1989
Patricio Ovalle's Merrill Lynch Experience August 2012 - December 2012
Job Data Scientist at Accenture
Industry Computer Software
Experience
Accenture August 2015 - Present
Udacity May 2014 - August 2014
Zipfian Academy January 2014 - April 2014
Focus Features June 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Skills
Python, Data Analysis, Statistics, Machine Learning, Data Visualization, Financial Analysis
Education
Rice University 2011 — 2015
B.A., Mathematical Economic Analysis, French Studies
Sciences Po
Accenture August 2015 - Present
Udacity May 2014 - August 2014
Zipfian Academy January 2014 - April 2014
Focus Features June 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Skills
Python, Data Analysis, Statistics, Machine Learning, Data Visualization, Financial Analysis
Education
Rice University 2011 — 2015
B.A., Mathematical Economic Analysis, French Studies
Sciences Po
Anthony Fazio Anthony Fazio's Merrill Lynch Experience January 2011 - May 2011
Job Site Manager at The Brock Group
Industry Oil & Energy
Experience
The Brock Group December 2013 - Present
CEMEX May 2012 - November 2013
Solaro Energy Marketing Corporation December 2011 - May 2012
Merrill Lynch January 2011 - May 2011
Skills
Financial Analysis, SAP, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Corporate Finance, Business Strategy, Analytics, SAP BW, SAP BI, Data Analysis, Strategic Planning, SAP ERP, Competitive Analysis, Business Analysis, Business Intelligence..., Business Intelligence, Market Research, Competitive Intelligence, Analysis, Pricing, Leadership, Market Analysis, Management, Forecasting, Strategic Financial..., Marketing, Portfolio Management, Business Planning, Business Development
Education
Rice University 2008 — 2012
B.A. Managerial Studies, B.A, Sports Management, Business, Economics
Monsignor Kelly Catholic High School 2004 — 2008
High School
The Brock Group December 2013 - Present
CEMEX May 2012 - November 2013
Solaro Energy Marketing Corporation December 2011 - May 2012
Merrill Lynch January 2011 - May 2011
Skills
Financial Analysis, SAP, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Corporate Finance, Business Strategy, Analytics, SAP BW, SAP BI, Data Analysis, Strategic Planning, SAP ERP, Competitive Analysis, Business Analysis, Business Intelligence..., Business Intelligence, Market Research, Competitive Intelligence, Analysis, Pricing, Leadership, Market Analysis, Management, Forecasting, Strategic Financial..., Marketing, Portfolio Management, Business Planning, Business Development
Education
Rice University 2008 — 2012
B.A. Managerial Studies, B.A, Sports Management, Business, Economics
Monsignor Kelly Catholic High School 2004 — 2008
High School
Paul Gillard Paul Gillard's Merrill Lynch Experience 1999 - 2001
Job President Transformation Associates, Inc
Industry Management Consulting
Experience
Transformation Associates, Inc. May 2001 - Present
Six Sigma Academy 2001 - 2003
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Business Transformation, Process Improvement, Executive Coaching, Six Sigma, Leadership Development, Coaching, Management Consulting, Business Process..., Business Strategy, Organizational..., Change Management, Performance Improvement, Business Process..., Management Development, Business Process..., Strategy, Project Management, Communication, Cross-functional..., Workshop Facilitation, Financial Services, Pharmaceutical Industry, Team Building, Organizational Design, Management, Business Intelligence, Training, Succession Planning, Project Portfolio..., Operational Excellence, Organizational..., Program Management, Consulting, Enterprise Software, Project Planning, Executive Development, Integration, Team Facilitation, Talent Management, Performance Management, 360 Feedback, Career Development, Executive Management, MBTI, Leadership, Culture Change, Employee Engagement, Cross-functional Team..., Career Management, Emotional Intelligence
Education
Stevens Institute of Technology 1989 — 1995
PhD, Industrial/Organizational Psychology
Rider University 1987 — 1989
BA, Psychology
Transformation Associates, Inc. May 2001 - Present
Six Sigma Academy 2001 - 2003
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Business Transformation, Process Improvement, Executive Coaching, Six Sigma, Leadership Development, Coaching, Management Consulting, Business Process..., Business Strategy, Organizational..., Change Management, Performance Improvement, Business Process..., Management Development, Business Process..., Strategy, Project Management, Communication, Cross-functional..., Workshop Facilitation, Financial Services, Pharmaceutical Industry, Team Building, Organizational Design, Management, Business Intelligence, Training, Succession Planning, Project Portfolio..., Operational Excellence, Organizational..., Program Management, Consulting, Enterprise Software, Project Planning, Executive Development, Integration, Team Facilitation, Talent Management, Performance Management, 360 Feedback, Career Development, Executive Management, MBTI, Leadership, Culture Change, Employee Engagement, Cross-functional Team..., Career Management, Emotional Intelligence
Education
Stevens Institute of Technology 1989 — 1995
PhD, Industrial/Organizational Psychology
Rider University 1987 — 1989
BA, Psychology
Kelly Quinn Kelly Quinn's Merrill Lynch Experience April 2005 - March 2007
Job Director, Business Development
Industry E-Learning
Experience
Holmes Corporation March 2007 - Present
Holmes Corporation March 2007 - Present
Merrill Lynch April 2005 - March 2007
POPP Telecom 2001 - 2005
Skills
Budgets, Strategic Planning, Financial Analysis, Internal Audit, Risk Management, Team Building, Enterprise Risk..., Financial Reporting, Risk Assessment, Leadership, Business Process..., Internal Controls, Business Planning, Change Management, Cross-functional Team..., Analysis, Program Management, Due Diligence, Accounting, Auditing, Training, Process Improvement, Policy, Business Analysis
Education
University of Saint Thomas 1997 — 2001
Bachelor of Arts (BA), Finance
Richmond, The American International University in London 1999 — 1999
Bachelor of Arts (BA), Finance
Holmes Corporation March 2007 - Present
Holmes Corporation March 2007 - Present
Merrill Lynch April 2005 - March 2007
POPP Telecom 2001 - 2005
Skills
Budgets, Strategic Planning, Financial Analysis, Internal Audit, Risk Management, Team Building, Enterprise Risk..., Financial Reporting, Risk Assessment, Leadership, Business Process..., Internal Controls, Business Planning, Change Management, Cross-functional Team..., Analysis, Program Management, Due Diligence, Accounting, Auditing, Training, Process Improvement, Policy, Business Analysis
Education
University of Saint Thomas 1997 — 2001
Bachelor of Arts (BA), Finance
Richmond, The American International University in London 1999 — 1999
Bachelor of Arts (BA), Finance
Anthony K Bellia Anthony K Bellia's Merrill Lynch Experience January 2000 - December 2003
Job President at Bellia | Work+Space Professionals
Industry Furniture
Experience
Bellia Office Furniture February 2012 - Present
Bellia Office Furniture May 2005 - February 2012
Merrill Lynch January 2000 - December 2003
Skills
New Business Development, Sales Management, Space Planning, Furniture, Furniture Specification, Facilities Management, Small Business, Ergonomics, Workspace, Commercial Interiors, Interior Design, Architectural Interiors, Customer Satisfaction, Customer Service, Client Education, Helping Clients Succeed, Space Management, Sales Presentations, Systems Furniture, Building Relationships, Long term customer..., Trusted Advisor, Space-planning, Space planning, Move Management, Sales, Sales Process, Submittals, CRM, Contract Negotiation, Salesforce.com, Client Development, LEED
Education
Rider University 1998 — 2002
Finance, Batchelors
Gloucester Catholic High School 1994 — 1998
Bellia Office Furniture February 2012 - Present
Bellia Office Furniture May 2005 - February 2012
Merrill Lynch January 2000 - December 2003
Skills
New Business Development, Sales Management, Space Planning, Furniture, Furniture Specification, Facilities Management, Small Business, Ergonomics, Workspace, Commercial Interiors, Interior Design, Architectural Interiors, Customer Satisfaction, Customer Service, Client Education, Helping Clients Succeed, Space Management, Sales Presentations, Systems Furniture, Building Relationships, Long term customer..., Trusted Advisor, Space-planning, Space planning, Move Management, Sales, Sales Process, Submittals, CRM, Contract Negotiation, Salesforce.com, Client Development, LEED
Education
Rider University 1998 — 2002
Finance, Batchelors
Gloucester Catholic High School 1994 — 1998
Christine Montville Christine Montville's Merrill Lynch Experience June 2008 - February 2015
Job 1776 Financial Branch Professional
Industry Financial Services
Experience
1776 Financial Raymond James March 2015 - Present
Advocare January 2015 - Present
Merrill Lynch June 2008 - February 2015
Shaws/Star Supermarket 1998 - 2008
CJ's Florist Shop 1994 - 1998
Star Market 1988 - 1994
Skills
Investments, Portfolio Management, Investment Strategies, Retirement Planning, Exceptional People..., Meeting Planning, Meeting Scheduling, Events, Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, Administrative Work, New Account Opening, Inspiring People, Charity Work, Fundraising, Estate Planning, Customer Service, Strategic Financial..., Financial Planning, Time Management
Education
Rhode Island School of Design 1988 — 1989
Art Institute of Boston 1987 — 1988
1776 Financial Raymond James March 2015 - Present
Advocare January 2015 - Present
Merrill Lynch June 2008 - February 2015
Shaws/Star Supermarket 1998 - 2008
CJ's Florist Shop 1994 - 1998
Star Market 1988 - 1994
Skills
Investments, Portfolio Management, Investment Strategies, Retirement Planning, Exceptional People..., Meeting Planning, Meeting Scheduling, Events, Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, Administrative Work, New Account Opening, Inspiring People, Charity Work, Fundraising, Estate Planning, Customer Service, Strategic Financial..., Financial Planning, Time Management
Education
Rhode Island School of Design 1988 — 1989
Art Institute of Boston 1987 — 1988
Mark Bean Mark Bean's Merrill Lynch Experience March 2013 - Present
Job Vice President, Market Practice Management Development Manager for Greater Texas Market
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Bonhams 2015 - 2015
Bonhams 2015 - 2015
Merrill Lynch June 2006 - March 2013
Financial Industry October 2005 - May 2006
Dow Jones & Company, Inc. June 1998 - September 2005
Coconut Beach January 1998 - December 2004
Skills
Entrepreneurship, Business Analysis, Project Management, Capital Markets, Product Management, Financial Analysis, Finance, Strategy, Business Development, Networking, Management, Valuation, Marketing, Cross-functional Team..., Private Equity, Analysis, Portfolio Management, Project Planning, Leadership, Investments, Financial Services, Equities, Fixed Income, Risk Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Management and Organizational Behavior
Rider University 2000 — 2004
Bachelor of Science in Business Administration, Computer Information Systems, Summa Cum Laude, GPA 3.8
Rutgers University-New Brunswick 1995 — 1998
Computer Engineering
Merrill Lynch March 2013 - Present
Bonhams 2015 - 2015
Bonhams 2015 - 2015
Merrill Lynch June 2006 - March 2013
Financial Industry October 2005 - May 2006
Dow Jones & Company, Inc. June 1998 - September 2005
Coconut Beach January 1998 - December 2004
Skills
Entrepreneurship, Business Analysis, Project Management, Capital Markets, Product Management, Financial Analysis, Finance, Strategy, Business Development, Networking, Management, Valuation, Marketing, Cross-functional Team..., Private Equity, Analysis, Portfolio Management, Project Planning, Leadership, Investments, Financial Services, Equities, Fixed Income, Risk Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Management and Organizational Behavior
Rider University 2000 — 2004
Bachelor of Science in Business Administration, Computer Information Systems, Summa Cum Laude, GPA 3.8
Rutgers University-New Brunswick 1995 — 1998
Computer Engineering
Stephen Janda Stephen Janda's Merrill Lynch Experience May 2011 - August 2011
Job Senior at Rice University
Industry Management Consulting
Experience
Rice University August 2008 - Present
Merrill Lynch May 2011 - August 2011
Sid Richardson College Executive Committee February 2010 - March 2011
Fleming and Associates, L.L.P May 2008 - August 2009
West Houston Assistance Ministries, Inc - WHAM June 2007 - August 2007
Skills
Microsoft Office, Legal Research, Matlab, Event Planning, Client Interfacing
Education
Rice University 2008 — 2012
Bachelor of Arts (BA), Psychology, Managerial Studies, Business, Senior
Shanghai University of Finance and Economics
Rice University August 2008 - Present
Merrill Lynch May 2011 - August 2011
Sid Richardson College Executive Committee February 2010 - March 2011
Fleming and Associates, L.L.P May 2008 - August 2009
West Houston Assistance Ministries, Inc - WHAM June 2007 - August 2007
Skills
Microsoft Office, Legal Research, Matlab, Event Planning, Client Interfacing
Education
Rice University 2008 — 2012
Bachelor of Arts (BA), Psychology, Managerial Studies, Business, Senior
Shanghai University of Finance and Economics
Pablo Solares's Merrill Lynch Experience January 2015 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Imagining More, non profit September 2012 - Present
Skills
Wealth Management, Portfolio Management, Financial Planning, Microsoft Excel, Sports Management, Securities Market, Stock Market, Financial Analysis, Photoshop, Microsoft Office, Athletics, PowerPoint, Web Design, Sports, Marketing Strategy, Fundraising, Social Networking, Marketing, Sports Marketing, Team Leadership, Facebook, Logo Design
Education
Tecnológico de Monterrey 2008 — 2010
Master's degree, Finance
Rice University 2003 — 2008
Bachelor of Arts (B.A.), Economics, Visual Arts and Managerial Studies
Universidad Anáhuac 2002 — 2003
Bachelor's degree, Business/Managerial Economics
Merrill Lynch January 2015 - Present
Imagining More, non profit September 2012 - Present
Skills
Wealth Management, Portfolio Management, Financial Planning, Microsoft Excel, Sports Management, Securities Market, Stock Market, Financial Analysis, Photoshop, Microsoft Office, Athletics, PowerPoint, Web Design, Sports, Marketing Strategy, Fundraising, Social Networking, Marketing, Sports Marketing, Team Leadership, Facebook, Logo Design
Education
Tecnológico de Monterrey 2008 — 2010
Master's degree, Finance
Rice University 2003 — 2008
Bachelor of Arts (B.A.), Economics, Visual Arts and Managerial Studies
Universidad Anáhuac 2002 — 2003
Bachelor's degree, Business/Managerial Economics
Jeffrey Lashway, CFP®'s Merrill Lynch Experience 1993 - 2008
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2008 - Present
Merrill Lynch 1993 - 2008
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1983 — 1987
BS, Management Systems
Wells Fargo Advisors April 2008 - Present
Merrill Lynch 1993 - 2008
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1983 — 1987
BS, Management Systems
Christopher Kopczynski's Merrill Lynch Experience May 2008 - August 2008
Job Senior Research Analyst at Wood Mackenzie
Industry Oil & Energy
Experience
Wood Mackenzie July 2015 - Present
Wood Mackenzie August 2013 - July 2015
Deloitte Consulting June 2013 - August 2013
Deloitte Consulting June 2011 - May 2013
Deloitte Consulting May 2010 - August 2010
Fiduciary Asset Management May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Management Consulting, Business Strategy, Financial Analysis, Financial Modeling, Market Research, Oil & Gas Industry, Strategy, Energy, Microsoft Excel, Project Management, Analysis, Valuation, Analytics, Finance, Strategic Planning, Market Analysis, Leadership, Data Analysis, Management
Education
Rice University 2007 — 2011
BA, Economics, Psychology, & Managerial Studies, 3.7
Wood Mackenzie July 2015 - Present
Wood Mackenzie August 2013 - July 2015
Deloitte Consulting June 2013 - August 2013
Deloitte Consulting June 2011 - May 2013
Deloitte Consulting May 2010 - August 2010
Fiduciary Asset Management May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Management Consulting, Business Strategy, Financial Analysis, Financial Modeling, Market Research, Oil & Gas Industry, Strategy, Energy, Microsoft Excel, Project Management, Analysis, Valuation, Analytics, Finance, Strategic Planning, Market Analysis, Leadership, Data Analysis, Management
Education
Rice University 2007 — 2011
BA, Economics, Psychology, & Managerial Studies, 3.7
Anna Mannaa's Merrill Lynch Experience January 1994 - June 2005
Job Private Banker, AVP
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
RBS Citizens September 2013 - July 2014
Wells Fargo September 2007 - September 2013
Wachovia Bank September 2007 - February 2012
Creative Financial June 2005 - September 2007
Merrill Lynch January 1994 - June 2005
Skills
Financial Planners, Investments, Retirement Planning, Commercial Lending, Uniform Combined State..., Series 7, High Net Worth..., Banking, Wealth Management, Job Coaching, Financial Services, Estate Planning, Business Planning, Small Business, Estate Administration, Relationship Management, Building Relationships, Private Banking, Retail Banking, Commercial Banking, Branch Banking, Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Series 63, Series 65, Asset Allocation, Loans, Finance, Insurance
Education
Almeda 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2001 — 2002
Business Administration and Management, General, Deans List
Villanova University 2000 — 2001
Project Management
Richland Community College 1994 — 1998
Finance, General
Niantic Harristown
Wells Fargo July 2014 - Present
RBS Citizens September 2013 - July 2014
Wells Fargo September 2007 - September 2013
Wachovia Bank September 2007 - February 2012
Creative Financial June 2005 - September 2007
Merrill Lynch January 1994 - June 2005
Skills
Financial Planners, Investments, Retirement Planning, Commercial Lending, Uniform Combined State..., Series 7, High Net Worth..., Banking, Wealth Management, Job Coaching, Financial Services, Estate Planning, Business Planning, Small Business, Estate Administration, Relationship Management, Building Relationships, Private Banking, Retail Banking, Commercial Banking, Branch Banking, Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Series 63, Series 65, Asset Allocation, Loans, Finance, Insurance
Education
Almeda 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2001 — 2002
Business Administration and Management, General, Deans List
Villanova University 2000 — 2001
Project Management
Richland Community College 1994 — 1998
Finance, General
Niantic Harristown
Jamie Curcio Jamie Curcio's Merrill Lynch Experience May 2010 - March 2011
Job Equity Compensation at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2011 - Present
US Navy December 2004 - Present
Merrill Lynch May 2010 - March 2011
Morgan Stanley Smith Barney June 2007 - May 2010
BlackRock Investments/Merrill Lynch December 2003 - June 2007
Nomura Securities June 2001 - March 2002
Nomura Securities May 2000 - June 2001
Bear Stearns & Company May 1999 - May 2000
Skills
Management, Equities, Leadership, Series 7, Investments, Financial Services, Securities, Program Management, Finance, Project Management, Strategic Planning, Risk Management, Relationship Management, Team Leadership, Team Building, Process Improvement
Education
Rider University 1993 — 1997
BSBA, Finance
Rider University
Bachelor of Science in Business Administration, Finance
Goldman Sachs February 2011 - Present
US Navy December 2004 - Present
Merrill Lynch May 2010 - March 2011
Morgan Stanley Smith Barney June 2007 - May 2010
BlackRock Investments/Merrill Lynch December 2003 - June 2007
Nomura Securities June 2001 - March 2002
Nomura Securities May 2000 - June 2001
Bear Stearns & Company May 1999 - May 2000
Skills
Management, Equities, Leadership, Series 7, Investments, Financial Services, Securities, Program Management, Finance, Project Management, Strategic Planning, Risk Management, Relationship Management, Team Leadership, Team Building, Process Improvement
Education
Rider University 1993 — 1997
BSBA, Finance
Rider University
Bachelor of Science in Business Administration, Finance
Celina Santana Celina Santana's Merrill Lynch Experience 2008 - 2010
Job Student at Rhode Island College
Industry Accounting
Experience
Merrill Lynch 2008 - 2010
Bank of America 2005 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, English
Education
Rhode Island College 2011 — 2013
Bachelor's of Science, Accounting
University of Rhode Island
Bachelor of Fine Arts (B.F.A.), Theatre/Theater
Merrill Lynch 2008 - 2010
Bank of America 2005 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, English
Education
Rhode Island College 2011 — 2013
Bachelor's of Science, Accounting
University of Rhode Island
Bachelor of Fine Arts (B.F.A.), Theatre/Theater
Jayshree Patel Jayshree Patel's Merrill Lynch Experience 1977 - 1979
Job Payroll Tax & Accounting at Texas Instruments
Industry Semiconductors
Experience
Texas Instruments June 1998 - Present
Texas Instruments June 1986 - June 1998
Texas Instruments October 1981 - June 1986
Merrill Lynch 1977 - 1979
Skills
Accounting, Commerce, Financial Reporting, Payroll, Accounts Payable, Accounts Receivable, Trust Accounting, SAP, PeopleSoft, Tax Returns, Form 5500 preparation, Financial Audits, External Audit, Budget Process, Tax Accounting, Bank Reconciliation, Account Reconciliation, Team Leadership, Employee Benefits, Budgets, Consolidation, Leadership
Education
Richland College 1990 — 1992
Accounting
Newcastle College 1971 — 1973
Baroda High School 1969 — 1971
Texas Instruments June 1998 - Present
Texas Instruments June 1986 - June 1998
Texas Instruments October 1981 - June 1986
Merrill Lynch 1977 - 1979
Skills
Accounting, Commerce, Financial Reporting, Payroll, Accounts Payable, Accounts Receivable, Trust Accounting, SAP, PeopleSoft, Tax Returns, Form 5500 preparation, Financial Audits, External Audit, Budget Process, Tax Accounting, Bank Reconciliation, Account Reconciliation, Team Leadership, Employee Benefits, Budgets, Consolidation, Leadership
Education
Richland College 1990 — 1992
Accounting
Newcastle College 1971 — 1973
Baroda High School 1969 — 1971
Rob Schwartz Rob Schwartz's Merrill Lynch Experience April 2002 - October 2009
Job I Own Content Galore!! CEO/Pres iFame TV Network, WHOMAG Multimedia (WHO?MAG TV & DMTV), & award winning Chetown Films
Industry Entertainment
Experience
iFame TV November 2011 - Present
Dance Music TV (www.dancemusicmag.com) April 2011 - Present
Chetown Films (www.chetownfilms.com) October 2007 - Present
Crunchtyme Publishing November 2006 - Present
Merrill Lynch April 2002 - October 2009
JP Morgan May 2001 - March 2002
National Discount Brokers February 1999 - April 2001
Skills
Film and Video..., Film and Video Editing, directing (movies,..., Music Videos, Music Industry, Music Education, Music Distribution, Margin, Risk Management, Songwriting, Film, Music Production, Distribution Strategies, Entertainment, Television, New Media, Multimedia, Publishing, Studio Recording, Editing, Video Editing, Directing, Pro Tools, Digital Media, Screenwriting, Broadcast, Songs, Music, Recording, Video, A&R, Video Production, Film Production
Education
NY Institute of Finance 1999 — 2000
selected courses, Margin/Finance
Philadelphia University of the Arts 1996 — 1997
selected courses, Music Business classes
Rider University 1991 — 1995
BS, Double Major in Marketing and Advertising
Rider University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Marketing and Advertising (Double Major), A
iFame TV November 2011 - Present
Dance Music TV (www.dancemusicmag.com) April 2011 - Present
Chetown Films (www.chetownfilms.com) October 2007 - Present
Crunchtyme Publishing November 2006 - Present
Merrill Lynch April 2002 - October 2009
JP Morgan May 2001 - March 2002
National Discount Brokers February 1999 - April 2001
Skills
Film and Video..., Film and Video Editing, directing (movies,..., Music Videos, Music Industry, Music Education, Music Distribution, Margin, Risk Management, Songwriting, Film, Music Production, Distribution Strategies, Entertainment, Television, New Media, Multimedia, Publishing, Studio Recording, Editing, Video Editing, Directing, Pro Tools, Digital Media, Screenwriting, Broadcast, Songs, Music, Recording, Video, A&R, Video Production, Film Production
Education
NY Institute of Finance 1999 — 2000
selected courses, Margin/Finance
Philadelphia University of the Arts 1996 — 1997
selected courses, Music Business classes
Rider University 1991 — 1995
BS, Double Major in Marketing and Advertising
Rider University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Marketing and Advertising (Double Major), A
Meng Wu Meng Wu's Merrill Lynch Experience September 2009 - December 2009
Job Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies July 2014 - Present
Jefferies LLC July 2011 - July 2014
Jefferies & Company May 2010 - July 2010
Rice Univeristy Social Science Undergraduate Research Enterprise January 2010 - May 2010
Merrill Lynch September 2009 - December 2009
James A. Baker III Institute for Public Policy - Rice University February 2008 - April 2009
Education
Rice University 2007 — 2011
BA, Economics, Applied Math.
Jefferies July 2014 - Present
Jefferies LLC July 2011 - July 2014
Jefferies & Company May 2010 - July 2010
Rice Univeristy Social Science Undergraduate Research Enterprise January 2010 - May 2010
Merrill Lynch September 2009 - December 2009
James A. Baker III Institute for Public Policy - Rice University February 2008 - April 2009
Education
Rice University 2007 — 2011
BA, Economics, Applied Math.
Robert Burroughs Robert Burroughs's Merrill Lynch Experience 1996 - 1998
Job VP, Business Development at Xerox Services, Pharmaceutical & Life Sciences
Industry Computer Software
Experience
Xerox Service, Pharmaceutical & Life Sciences January 2015 - Present
Learnsomething, A Xerox Company June 2011 - Present
R. Burroughs & Company LLC March 2009 - June 2011
Genesys Solutions 2002 - 2007
Quisic 2000 - 2002
Freelance Writer/Producer 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Strategic Planning, E-Learning, SaaS, Start-ups, Business Development, Team Building, Marketing, Business Strategy, Strategic Partnerships, CRM, Sales, Public Speaking, Strategy, Leadership, Product Management, Nonprofits, Marketing Strategy, New Business Development, Coaching, Training, Consulting, Management Consulting, Management, Entrepreneurship, Online Marketing, Program Management
Education
Rice University 1990 — 1994
BA, Economics, Art and Art History
Xerox Service, Pharmaceutical & Life Sciences January 2015 - Present
Learnsomething, A Xerox Company June 2011 - Present
R. Burroughs & Company LLC March 2009 - June 2011
Genesys Solutions 2002 - 2007
Quisic 2000 - 2002
Freelance Writer/Producer 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Strategic Planning, E-Learning, SaaS, Start-ups, Business Development, Team Building, Marketing, Business Strategy, Strategic Partnerships, CRM, Sales, Public Speaking, Strategy, Leadership, Product Management, Nonprofits, Marketing Strategy, New Business Development, Coaching, Training, Consulting, Management Consulting, Management, Entrepreneurship, Online Marketing, Program Management
Education
Rice University 1990 — 1994
BA, Economics, Art and Art History
Michael De Voe Michael De Voe's Merrill Lynch Experience October 2006 - July 2007
Job Director, Shareholder Correspondence, BCIS Transfer Agency Services Group
Industry Financial Services
Experience
Broadridge October 2011 - Present
MetLife January 2010 - April 2011
AXA Equitable July 2007 - December 2009
Merrill Lynch October 2006 - July 2007
Merrill Lynch August 2005 - October 2006
Merrill Lynch March 2004 - August 2005
Paine Webber September 1990 - February 1992
Skills
Cross-functional Team..., Change Management, Business Process..., Process Improvement, Risk Management, Strategy, Project Management, Leadership, Strategic Planning, Management, Business Process, Program Management, Six Sigma, Data Analysis, Analysis, Training, Business Transformation, Coaching
Education
Rider University 1992 — 1994
Bachelor of Science (BS), Economics
Rider University 1991 — 1994
BS, Economics
Broadridge October 2011 - Present
MetLife January 2010 - April 2011
AXA Equitable July 2007 - December 2009
Merrill Lynch October 2006 - July 2007
Merrill Lynch August 2005 - October 2006
Merrill Lynch March 2004 - August 2005
Paine Webber September 1990 - February 1992
Skills
Cross-functional Team..., Change Management, Business Process..., Process Improvement, Risk Management, Strategy, Project Management, Leadership, Strategic Planning, Management, Business Process, Program Management, Six Sigma, Data Analysis, Analysis, Training, Business Transformation, Coaching
Education
Rider University 1992 — 1994
Bachelor of Science (BS), Economics
Rider University 1991 — 1994
BS, Economics
Judith Grant Judith Grant's Merrill Lynch Experience 2003 - 2008
Job PMP Certified Project Manager Specializing in IT & Real Estate Projects ► Looking to Positively Impact New Organization
Industry Information Technology and Services
Experience
ADHD Coaches Organization 2011 - Present
Bank of America 2008 - 2010
Merrill Lynch 2003 - 2008
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Morgan Stanley Smith Barney 1989 - 1997
Skills
Project Management, Certified Project..., Process Improvement, Software Project..., Operations Management, Business Analytics, Problem Solving
Education
Rhode Island School of Design 1977 — 1982
Bachelor of Architecture / Fine Arts, Architecture / Fine Arts
ADHD Coaches Organization 2011 - Present
Bank of America 2008 - 2010
Merrill Lynch 2003 - 2008
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Morgan Stanley Smith Barney 1989 - 1997
Skills
Project Management, Certified Project..., Process Improvement, Software Project..., Operations Management, Business Analytics, Problem Solving
Education
Rhode Island School of Design 1977 — 1982
Bachelor of Architecture / Fine Arts, Architecture / Fine Arts
Michael S. Poalise's Merrill Lynch Experience May 2005 - September 2005
Job Sales Manager at WB MASON COMPANY
Industry Business Supplies and Equipment
Experience
WB MASON COMPANY May 2014 - Present
WB Mason May 2012 - May 2014
Impact Office Products October 2010 - May 2012
WB Mason July 2006 - October 2010
WB Mason July 2006 - January 2007
Merrill Lynch May 2005 - September 2005
Skills
Account Management, Cold Calling, New Business Development, Marketing, Sales, Sales Management, Sales Process, Selling
Education
Rider University 2002 — 2006
Bachelor, Business
WB MASON COMPANY May 2014 - Present
WB Mason May 2012 - May 2014
Impact Office Products October 2010 - May 2012
WB Mason July 2006 - October 2010
WB Mason July 2006 - January 2007
Merrill Lynch May 2005 - September 2005
Skills
Account Management, Cold Calling, New Business Development, Marketing, Sales, Sales Management, Sales Process, Selling
Education
Rider University 2002 — 2006
Bachelor, Business
Alan Stout Alan Stout's Merrill Lynch Experience April 2012 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Margolis Brady Raghavan Financial, Inc. April 2010 - April 2012
Stavis Margolis Advisory Services June 2003 - April 2010
CBR 1987 - 1989
Skills
Asset Allocation, Investments, Series 7, Retirement Planning, Asset Management, Mutual Funds, Portfolio Management, Securities, FINRA, Wealth Management...
Education
Rice University 1979 — 1986
BA, Economics
Merrill Lynch April 2012 - Present
Margolis Brady Raghavan Financial, Inc. April 2010 - April 2012
Stavis Margolis Advisory Services June 2003 - April 2010
CBR 1987 - 1989
Skills
Asset Allocation, Investments, Series 7, Retirement Planning, Asset Management, Mutual Funds, Portfolio Management, Securities, FINRA, Wealth Management...
Education
Rice University 1979 — 1986
BA, Economics
Jacquelyn Danbury Jacquelyn Danbury's Merrill Lynch Experience February 2002 - December 2004
Job Helping great talent build a colorful future at Datacolor
Industry Human Resources
Experience
Datacolor November 2012 - Present
Danbury Data Services November 2010 - April 2013
OfficeTeam June 2010 - December 2011
CALIPER HUMAN STRATEGIES November 2008 - February 2009
CALIPER HUMAN STRATEGIES April 2006 - November 2008
OPPENHEIMERFUNDS, INC December 2004 - April 2006
Merrill Lynch February 2002 - December 2004
Skills
Human Resources, Recruiting, Organizational..., Employee Benefits, Employee Engagement, Process Improvement, Onboarding, Personnel Management, Team Building, Employee Relations, Customer Service, Training, Interviews, Performance Management, Talent Acquisition, HRIS, Workforce Planning, Project Management, Leadership, Talent Management, Benefits Administration, Leadership Development, Employee Handbooks, Business Communications, Retirement, Strategic Planning, Coaching
Education
Rutgers University-New Brunswick 2008 — 2010
MBA, Management
Rider University 1997 — 2001
BS, Human Resource Management
Datacolor November 2012 - Present
Danbury Data Services November 2010 - April 2013
OfficeTeam June 2010 - December 2011
CALIPER HUMAN STRATEGIES November 2008 - February 2009
CALIPER HUMAN STRATEGIES April 2006 - November 2008
OPPENHEIMERFUNDS, INC December 2004 - April 2006
Merrill Lynch February 2002 - December 2004
Skills
Human Resources, Recruiting, Organizational..., Employee Benefits, Employee Engagement, Process Improvement, Onboarding, Personnel Management, Team Building, Employee Relations, Customer Service, Training, Interviews, Performance Management, Talent Acquisition, HRIS, Workforce Planning, Project Management, Leadership, Talent Management, Benefits Administration, Leadership Development, Employee Handbooks, Business Communications, Retirement, Strategic Planning, Coaching
Education
Rutgers University-New Brunswick 2008 — 2010
MBA, Management
Rider University 1997 — 2001
BS, Human Resource Management
Pam Nelson Pam Nelson's Merrill Lynch Experience January 1990 - January 1994
Job Owner, Butter Lane Cupcakes
Industry Retail
Experience
Butter Lane Bakery January 2008 - Present
Citigroup 2004 - 2008
Girl Press Publishing, LA January 1997 - January 2002
The Knowledge Exchange January 1996 - January 1997
Loews Corp / CNA Holdings, New York, NY January 1994 - January 1996
Merrill Lynch January 1990 - January 1994
Skills
Social Media, Social Media Marketing, Public Relations, Marketing Strategy, Event Management, Editing, Analytics, Budgets, Management, Marketing Communications, Content Management, Advertising, Microsoft Office, Direct Marketing, Strategic Planning
Education
NYU Stern School of Business 1989 — 1992
Master of Business Administration (M.B.A.)
Rice University 1982 — 1986
Bachelor's degree, Finance
Butter Lane Bakery January 2008 - Present
Citigroup 2004 - 2008
Girl Press Publishing, LA January 1997 - January 2002
The Knowledge Exchange January 1996 - January 1997
Loews Corp / CNA Holdings, New York, NY January 1994 - January 1996
Merrill Lynch January 1990 - January 1994
Skills
Social Media, Social Media Marketing, Public Relations, Marketing Strategy, Event Management, Editing, Analytics, Budgets, Management, Marketing Communications, Content Management, Advertising, Microsoft Office, Direct Marketing, Strategic Planning
Education
NYU Stern School of Business 1989 — 1992
Master of Business Administration (M.B.A.)
Rice University 1982 — 1986
Bachelor's degree, Finance
Adam Williams Adam Williams's Merrill Lynch Experience March 2003 - May 2008
Job Currently incorporating a new sustainable assets fund
Industry Financial Services
Experience
Canaccord Genuity Group Inc. September 2014 - March 2015
Elevation LLC November 2012 - August 2014
Woodlawn Advisors June 2011 - November 2012
Jefferies July 2008 - September 2010
Merrill Lynch March 2003 - May 2008
Merrill Lynch August 2000 - February 2003
Merrill Lynch June 1999 - August 1999
Schlumberger June 1998 - August 1998
Skills
Equity Derivatives, Proprietary Trading, Volatility, Market Making, Derivatives, Options, Alternative Investments, Hedging, Equities, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Trading, Credit Derivatives, Capital Markets, Securities, FX Options, Structured Products, Options Strategies, Electronic Trading, Equity Trading, Bonds, Swaps, Trading Systems, Valuation, Risk Management, Financial Risk, Investments, Asset Management, Investment Banking, Financial Modeling, Financial Markets, Series 7, Management
Education
Rice University 1996 — 2000
Bachelor of Arts, Economics
Alamo Heights High School 1992 — 1996
University of Melbourne
Canaccord Genuity Group Inc. September 2014 - March 2015
Elevation LLC November 2012 - August 2014
Woodlawn Advisors June 2011 - November 2012
Jefferies July 2008 - September 2010
Merrill Lynch March 2003 - May 2008
Merrill Lynch August 2000 - February 2003
Merrill Lynch June 1999 - August 1999
Schlumberger June 1998 - August 1998
Skills
Equity Derivatives, Proprietary Trading, Volatility, Market Making, Derivatives, Options, Alternative Investments, Hedging, Equities, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Trading, Credit Derivatives, Capital Markets, Securities, FX Options, Structured Products, Options Strategies, Electronic Trading, Equity Trading, Bonds, Swaps, Trading Systems, Valuation, Risk Management, Financial Risk, Investments, Asset Management, Investment Banking, Financial Modeling, Financial Markets, Series 7, Management
Education
Rice University 1996 — 2000
Bachelor of Arts, Economics
Alamo Heights High School 1992 — 1996
University of Melbourne
Brett Penrod Brett Penrod's Merrill Lynch Experience February 2005 - January 2009
Job Director, Global Sourcing & Procurement Services at American International Group
Industry Logistics and Supply Chain
Experience
American International Group May 2010 - Present
Bank of America January 2009 - May 2010
Merrill Lynch February 2005 - January 2009
Merrill Lynch 2001 - 2005
Merrill Lynch 2000 - 2001
Dow Jones August 1996 - February 2000
UII/MicroAge 1993 - 1994
Skills
Negotiation, Leadership, Analysis, Financial Analysis, Outsourcing, Strategic Planning, Cross-functional Team..., Relationship Management, Strategy, Vendor Management, Contract Negotiation, Risk Management, Procurement, Change Management
Education
Rider University 1989 — 1992
B.S. in Business Administration, Management & Organizational Behavior
Baldwin School, Puerto Rico 1974 — 1983
American International Group May 2010 - Present
Bank of America January 2009 - May 2010
Merrill Lynch February 2005 - January 2009
Merrill Lynch 2001 - 2005
Merrill Lynch 2000 - 2001
Dow Jones August 1996 - February 2000
UII/MicroAge 1993 - 1994
Skills
Negotiation, Leadership, Analysis, Financial Analysis, Outsourcing, Strategic Planning, Cross-functional Team..., Relationship Management, Strategy, Vendor Management, Contract Negotiation, Risk Management, Procurement, Change Management
Education
Rider University 1989 — 1992
B.S. in Business Administration, Management & Organizational Behavior
Baldwin School, Puerto Rico 1974 — 1983
Charles B. Higgins, CFA Charles B. Higgins, CFA's Merrill Lynch Experience 1997 - 1997
Job Director Business Valuation at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group January 2009 - Present
CBIZ Valuation Group April 2004 - December 2008
cbiz valuation group 1998 - 2004
merrill lynch 1997 - 1997
Valuation Counselors February 1993 - June 1996
Skills
Business Valuation, Valuation, Mergers, SEC filings, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Purchase Price..., Private Equity, Sarbanes-Oxley Act, Corporate Finance, Management Consulting, Mergers & Acquisitions, Restructuring, Derivatives, US GAAP, Venture Capital, Acquisition Integration
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance, Information Technology
Rider University 1988 — 1992
BS, Business Administration
Hamilton High School West
CBIZ Valuation Group January 2009 - Present
CBIZ Valuation Group April 2004 - December 2008
cbiz valuation group 1998 - 2004
merrill lynch 1997 - 1997
Valuation Counselors February 1993 - June 1996
Skills
Business Valuation, Valuation, Mergers, SEC filings, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Purchase Price..., Private Equity, Sarbanes-Oxley Act, Corporate Finance, Management Consulting, Mergers & Acquisitions, Restructuring, Derivatives, US GAAP, Venture Capital, Acquisition Integration
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance, Information Technology
Rider University 1988 — 1992
BS, Business Administration
Hamilton High School West
John Jura, CFA John Jura, CFA's Merrill Lynch Experience July 2001 - June 2003
Job Executive Director, Capital Markets at CoBank
Industry Banking
Experience
CoBank January 2015 - Present
CoBank August 2013 - January 2015
CoBank October 2010 - August 2013
CoBank May 2008 - October 2010
Capital Royalty LP July 2003 - May 2004
Merrill Lynch July 2001 - June 2003
Skills
Credit Analysis, Financial Modeling, Structured Finance, Credit, Project Finance, Finance, Portfolio Management, Renewable Energy, Energy, Underwriting, Management, Credit Risk, Commercial Lending, Loans, Financial Analysis
Education
Rice University 1997 — 2001
B.A., Mathematical Economic Analysis, Managerial Studies
CoBank January 2015 - Present
CoBank August 2013 - January 2015
CoBank October 2010 - August 2013
CoBank May 2008 - October 2010
Capital Royalty LP July 2003 - May 2004
Merrill Lynch July 2001 - June 2003
Skills
Credit Analysis, Financial Modeling, Structured Finance, Credit, Project Finance, Finance, Portfolio Management, Renewable Energy, Energy, Underwriting, Management, Credit Risk, Commercial Lending, Loans, Financial Analysis
Education
Rice University 1997 — 2001
B.A., Mathematical Economic Analysis, Managerial Studies
Hailey Rene Hailey Rene's Merrill Lynch Experience 2003 - 2004
Job Personal Freedom Evangelist and Action Instigator at http://PursuitOfEpic.com
Industry Online Media
Experience
Pursuit of Epic August 2012 - Present
Onit February 2013 - Present
PetroEd September 2011 - October 2012
Rice University 2008 - October 2010
Space Heater Studios October 2008 - April 2010
Merrill Lynch 2003 - 2004
Skills
WordPress, Email Marketing, Social Media Marketing, Web Development, Website Development, Web Marketing, Marketing, Web Applications, Python, Small Business, Program Management, Video, jQuery, JavaScript, PHP, CSS, HTML 5, MySQL, Git, Subversion, Blogging, Social Media, User Experience, HTML
Education
Rice University 2004 — 2009
Bachelor's degree, Cognitive Science and Religious Studies
Pursuit of Epic August 2012 - Present
Onit February 2013 - Present
PetroEd September 2011 - October 2012
Rice University 2008 - October 2010
Space Heater Studios October 2008 - April 2010
Merrill Lynch 2003 - 2004
Skills
WordPress, Email Marketing, Social Media Marketing, Web Development, Website Development, Web Marketing, Marketing, Web Applications, Python, Small Business, Program Management, Video, jQuery, JavaScript, PHP, CSS, HTML 5, MySQL, Git, Subversion, Blogging, Social Media, User Experience, HTML
Education
Rice University 2004 — 2009
Bachelor's degree, Cognitive Science and Religious Studies
Sandra Wierzbowski's Merrill Lynch Experience 2003 - 2005
Job Senior Executive Assistant "C Suite"
Industry Executive Office
Experience
Bristol-Myers Squibb 2012 - Present
Berlitz International, Inc. April 2005 - March 2008
Elementis Worldwide 2008 - 2008
Bristol-Myers Squibb 2005 - 2005
Merrill Lynch 2003 - 2005
RCN 2002 - 2002
EduNeering Inc. 2002 - 2002
Bristol-Myers Squibb 1996 - 2001
Skills
Event Planning, Administrative..., Non-profits, Management, Time Management, Nonprofits, Human Resources, Budgets, Customer Service, Leadership, Software Documentation, Training, Editing, Outlook, Team Building, Negotiation, Administrative..., Coaching, Leadership Development
Education
Rider University
Bristol-Myers Squibb 2012 - Present
Berlitz International, Inc. April 2005 - March 2008
Elementis Worldwide 2008 - 2008
Bristol-Myers Squibb 2005 - 2005
Merrill Lynch 2003 - 2005
RCN 2002 - 2002
EduNeering Inc. 2002 - 2002
Bristol-Myers Squibb 1996 - 2001
Skills
Event Planning, Administrative..., Non-profits, Management, Time Management, Nonprofits, Human Resources, Budgets, Customer Service, Leadership, Software Documentation, Training, Editing, Outlook, Team Building, Negotiation, Administrative..., Coaching, Leadership Development
Education
Rider University
Jim McGuire Jim McGuire's Merrill Lynch Experience June 2000 - May 2008
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Merrill Lynch June 2000 - May 2008
Inventure Technologies 1997 - 2000
Thomas Electronics 1993 - 1996
Education
Rice University 1992 — 1993
Physics
University of Notre Dame 1988 — 1992
BS, Physics
Morgan Stanley July 2008 - Present
Merrill Lynch June 2000 - May 2008
Inventure Technologies 1997 - 2000
Thomas Electronics 1993 - 1996
Education
Rice University 1992 — 1993
Physics
University of Notre Dame 1988 — 1992
BS, Physics
Andeja Hart's Merrill Lynch Experience July 2013 - October 2013
Job Account Manager at Ferguson Enterprises
Industry Marketing and Advertising
Experience
Ferguson Enterprises May 2014 - Present
Lockton Companies November 2013 - May 2014
Merrill Lynch July 2013 - October 2013
Noelle Consulting LLC January 2013 - May 2013
RuffaloCODY September 2012 - April 2013
American Campus Communities May 2012 - February 2013
ANN INC. February 2011 - August 2011
Self-Employed Coach April 2009 - August 2011
Taco Cabana January 2011 - April 2011
Skills
Marketing, Customer Service, Event Planning, PowerPoint, Social Media Marketing, Microsoft Word, Research, Youth Mentoring, Strategic Planning, Marketing Strategy, Conflict Resolution, People Skills, Teamwork, Text Editing, Word, Professional..., Deadline Management, Flexibility, Quick & Eager Learner, Business Efficiency, Time Management, Leadership, Outlook, task triage, Creative Merchandising, product life management, Quotations, Relocation
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Richland Community College 2009 — 2011
Dual Credit Enrollment Program
North Garland High School 2007 — 2011
Academic Excellence 3.5+, Honor Graduate, Medical Technical Certification, Pharmacy Technician/Assistant
Ferguson Enterprises May 2014 - Present
Lockton Companies November 2013 - May 2014
Merrill Lynch July 2013 - October 2013
Noelle Consulting LLC January 2013 - May 2013
RuffaloCODY September 2012 - April 2013
American Campus Communities May 2012 - February 2013
ANN INC. February 2011 - August 2011
Self-Employed Coach April 2009 - August 2011
Taco Cabana January 2011 - April 2011
Skills
Marketing, Customer Service, Event Planning, PowerPoint, Social Media Marketing, Microsoft Word, Research, Youth Mentoring, Strategic Planning, Marketing Strategy, Conflict Resolution, People Skills, Teamwork, Text Editing, Word, Professional..., Deadline Management, Flexibility, Quick & Eager Learner, Business Efficiency, Time Management, Leadership, Outlook, task triage, Creative Merchandising, product life management, Quotations, Relocation
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Richland Community College 2009 — 2011
Dual Credit Enrollment Program
North Garland High School 2007 — 2011
Academic Excellence 3.5+, Honor Graduate, Medical Technical Certification, Pharmacy Technician/Assistant
Danielle Behar's Merrill Lynch Experience January 2008 - August 2008
Job Business Development Analyst at Anadarko Petroleum
Industry Oil & Energy
Experience
Anadarko Petroleum August 2013 - Present
BP October 2012 - August 2013
BP January 2012 - December 2012
BP October 2011 - October 2012
BP June 2010 - October 2011
BP June 2009 - August 2009
Merrill Lynch January 2008 - August 2008
Skills
Analysis, Forecasting, Economics, Management, Finance, Corporate Finance, Financial Modeling, Portfolio Management, Economic Modeling, Energy, Upstream, Accounting, Financial Analysis, Statistical Modeling, Strategy, Multivariate Statistics, Performance Management, Internal Controls, Business Planning, Oil/Gas, Mathematical Analysis, Econometrics, Linear Algebra, Applied Economics, Commodity Markets, Energy Markets, Natural Gas, Oil & Gas Industry, Valuation, Risk Management, Data Analysis, Multivariable Calculus, Mergers & Acquisitions, Business Development, Accretion/dilution, DCF Valuation, NAV, Oil
Education
Rice University 2006 — 2010
BA, Mathematical Economic Analysis, Managerial Studies, 3.82
The Baldwin School 1995 — 2006
Anadarko Petroleum August 2013 - Present
BP October 2012 - August 2013
BP January 2012 - December 2012
BP October 2011 - October 2012
BP June 2010 - October 2011
BP June 2009 - August 2009
Merrill Lynch January 2008 - August 2008
Skills
Analysis, Forecasting, Economics, Management, Finance, Corporate Finance, Financial Modeling, Portfolio Management, Economic Modeling, Energy, Upstream, Accounting, Financial Analysis, Statistical Modeling, Strategy, Multivariate Statistics, Performance Management, Internal Controls, Business Planning, Oil/Gas, Mathematical Analysis, Econometrics, Linear Algebra, Applied Economics, Commodity Markets, Energy Markets, Natural Gas, Oil & Gas Industry, Valuation, Risk Management, Data Analysis, Multivariable Calculus, Mergers & Acquisitions, Business Development, Accretion/dilution, DCF Valuation, NAV, Oil
Education
Rice University 2006 — 2010
BA, Mathematical Economic Analysis, Managerial Studies, 3.82
The Baldwin School 1995 — 2006
Michael A Metelski Jr. Michael A Metelski Jr.'s Merrill Lynch Experience 1995 - 2006
Job Experienced Finance and Accounting Professional
Industry Financial Services
Experience
Gateway Professional Services Group May 2009 - April 2012
ABN AMRO May 2006 - December 2007
Merrill Lynch 1995 - 2006
Skills
Forecasting, Budgeting, Variance Analysis, Research, Fixed Assets, Accruals, General Ledger, P&L, Process Improvement, Month End Close, Year End Close, Technology..., Consolidation, Financial Analysis, Financial Reporting, Project Finance, Back Office, Offshoring, Microsoft Office, Excel, Word, Access, Compliance Audits, Technology Planning, Six Sigma, Disaster Recovery, Accounts Payable, Invoice Processing, US GAAP, International Business, International Accounting, Oracle, Hyperion, Expense Control, Expense Reduction, SOX, Fixed Asset Management, Telecom Expense..., Cost Accounting, IT Financial Management, Headcount, Journal Entries, Leadership, Microsoft Word, Financial Accounting, Sarbanes-Oxley Act, Microsoft Excel, Hyperion Enterprise, Budgets, Income Statement
Education
Rider University 1992 — 1996
BS, Finance
Gateway Professional Services Group May 2009 - April 2012
ABN AMRO May 2006 - December 2007
Merrill Lynch 1995 - 2006
Skills
Forecasting, Budgeting, Variance Analysis, Research, Fixed Assets, Accruals, General Ledger, P&L, Process Improvement, Month End Close, Year End Close, Technology..., Consolidation, Financial Analysis, Financial Reporting, Project Finance, Back Office, Offshoring, Microsoft Office, Excel, Word, Access, Compliance Audits, Technology Planning, Six Sigma, Disaster Recovery, Accounts Payable, Invoice Processing, US GAAP, International Business, International Accounting, Oracle, Hyperion, Expense Control, Expense Reduction, SOX, Fixed Asset Management, Telecom Expense..., Cost Accounting, IT Financial Management, Headcount, Journal Entries, Leadership, Microsoft Word, Financial Accounting, Sarbanes-Oxley Act, Microsoft Excel, Hyperion Enterprise, Budgets, Income Statement
Education
Rider University 1992 — 1996
BS, Finance
C. Todd Porter CFP® C. Todd Porter CFP®'s Merrill Lynch Experience October 2007 - December 2008
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Knight Wealth Management February 2009 - June 2010
Merrill Lynch October 2007 - December 2008
Allstate Insurance December 1998 - June 2007
Maytag 1990 - 1998
Skills
Series 7, Series 6
Education
Rice University 2004 — 2004
Continuing Education Studies, Certified Financial Planner Education
Strome College of Business 1983 — 1987
B.S. Business Administration, Business Management
Fidelity Investments October 2010 - Present
Knight Wealth Management February 2009 - June 2010
Merrill Lynch October 2007 - December 2008
Allstate Insurance December 1998 - June 2007
Maytag 1990 - 1998
Skills
Series 7, Series 6
Education
Rice University 2004 — 2004
Continuing Education Studies, Certified Financial Planner Education
Strome College of Business 1983 — 1987
B.S. Business Administration, Business Management
Emily Grace Emily Grace's Merrill Lynch Experience October 2005 - March 2011
Job Training Consultant at JPW Consulting
Industry Computer Software
Experience
JPW Consulting July 2014 - Present
JPW Consulting March 2011 - June 2014
Merrill Lynch October 2005 - March 2011
Fujitsu Consulting 2005 - March 2011
Union Fidelity Life Insurance 1993 - 1999
GE Financial Assurance 1993 - 1999
Information Builders, Inc. 1990 - 1993
Applied Data Research 1985 - 1990
Skills
Software Documentation, Training, Salesforce.com, Technical Writing, Quality Assurance, Technical Support, Analysis, Instructional Design, Business Analysis, Project Management, Change Management, Program Management, CRM, Leadership, SharePoint, Management, Team Building, Training Delivery, Programming, Coaching
Education
John Overton High School, Nashville, TN
Rice University
BA, Psychology, Sociology, Religion
University of Arizona, Tucson, AZ
Masters of Education, Agency Counseling
Walter Stokes
JPW Consulting July 2014 - Present
JPW Consulting March 2011 - June 2014
Merrill Lynch October 2005 - March 2011
Fujitsu Consulting 2005 - March 2011
Union Fidelity Life Insurance 1993 - 1999
GE Financial Assurance 1993 - 1999
Information Builders, Inc. 1990 - 1993
Applied Data Research 1985 - 1990
Skills
Software Documentation, Training, Salesforce.com, Technical Writing, Quality Assurance, Technical Support, Analysis, Instructional Design, Business Analysis, Project Management, Change Management, Program Management, CRM, Leadership, SharePoint, Management, Team Building, Training Delivery, Programming, Coaching
Education
John Overton High School, Nashville, TN
Rice University
BA, Psychology, Sociology, Religion
University of Arizona, Tucson, AZ
Masters of Education, Agency Counseling
Walter Stokes
Brenda He, CFA Brenda He, CFA's Merrill Lynch Experience May 2008 - August 2008
Job Consultant at Sophis
Industry Financial Services
Experience
Misys Sophis November 2010 - Present
MSCI Barra October 2008 - July 2010
Merrill Lynch May 2008 - August 2008
Encore Bank July 2007 - August 2007
Finger Interests May 2007 - June 2007
Rice University August 2005 - December 2006
Skills
Derivatives, VBA, Financial Risk, Financial Modeling, SAS, Fixed Income, Valuation, Analysis, Financial Markets, Quantitative Finance, Asset Management, Interest Rate..., Corporate Finance, Capital Markets, Time Series Analysis, Analytics, Market Risk, Securities, Econometrics, Data Mining, Data Analysis, Business Analysis, Strategy, Hedge Funds, Investment Banking, Economics, R, Finance, Trading Systems, SQL, Banking, Investments, Credit, Equities, Portfolio Management, Financial Analysis, Risk Management, Credit Risk, Statistics, FX Options, Matlab, Equity Derivatives, Databases, Financial Services, Basel II, Electronic Trading, Bloomberg, Trading, Commodity, Quantitative Analytics
Education
Rice University 2005 — 2006
Economics
Wuhan University 2001 — 2005
BA, BS, Economics, Computer Science
Misys Sophis November 2010 - Present
MSCI Barra October 2008 - July 2010
Merrill Lynch May 2008 - August 2008
Encore Bank July 2007 - August 2007
Finger Interests May 2007 - June 2007
Rice University August 2005 - December 2006
Skills
Derivatives, VBA, Financial Risk, Financial Modeling, SAS, Fixed Income, Valuation, Analysis, Financial Markets, Quantitative Finance, Asset Management, Interest Rate..., Corporate Finance, Capital Markets, Time Series Analysis, Analytics, Market Risk, Securities, Econometrics, Data Mining, Data Analysis, Business Analysis, Strategy, Hedge Funds, Investment Banking, Economics, R, Finance, Trading Systems, SQL, Banking, Investments, Credit, Equities, Portfolio Management, Financial Analysis, Risk Management, Credit Risk, Statistics, FX Options, Matlab, Equity Derivatives, Databases, Financial Services, Basel II, Electronic Trading, Bloomberg, Trading, Commodity, Quantitative Analytics
Education
Rice University 2005 — 2006
Economics
Wuhan University 2001 — 2005
BA, BS, Economics, Computer Science
Keli Joldzic Keli Joldzic's Merrill Lynch Experience December 2005 - January 2009
Job Investment Bank | Global Equities
Industry Financial Services
Experience
UBS April 2014 - Present
Morgan Stanley May 2013 - April 2014
The Medicines Company February 2009 - April 2013
Merrill Lynch December 2005 - January 2009
Merrill Lynch/Bank of America December 2005 - January 2008
Merrill Lynch August 2005 - December 2005
Skills
Administrative..., PowerPoint, Vendor Management, Microsoft Excel, Microsoft Office, Employee Relations, Office Management, Team Leadership, Process Improvement, Program Management, Human Resources, Talent Management, Project Management, Team Building, Recruiting, Change Management, Outlook, Microsoft Word, Workshop Facilitation, Talent Acquisition, Clinical Trials, GCP, TMF, Site Initiation, Executive..., Budgets, Applicant Tracking..., Leadership, Interviews, Onboarding, Management, Start-ups, Teamwork, Software Documentation, Time Management, Visio
Education
Villanova University 2011 — 2011
Masters Certificate, Human Resources Management
Rider University 1999 — 2003
BA, Psychology, Psychology
UBS April 2014 - Present
Morgan Stanley May 2013 - April 2014
The Medicines Company February 2009 - April 2013
Merrill Lynch December 2005 - January 2009
Merrill Lynch/Bank of America December 2005 - January 2008
Merrill Lynch August 2005 - December 2005
Skills
Administrative..., PowerPoint, Vendor Management, Microsoft Excel, Microsoft Office, Employee Relations, Office Management, Team Leadership, Process Improvement, Program Management, Human Resources, Talent Management, Project Management, Team Building, Recruiting, Change Management, Outlook, Microsoft Word, Workshop Facilitation, Talent Acquisition, Clinical Trials, GCP, TMF, Site Initiation, Executive..., Budgets, Applicant Tracking..., Leadership, Interviews, Onboarding, Management, Start-ups, Teamwork, Software Documentation, Time Management, Visio
Education
Villanova University 2011 — 2011
Masters Certificate, Human Resources Management
Rider University 1999 — 2003
BA, Psychology, Psychology
Edward Haskins Edward Haskins's Merrill Lynch Experience March 2000 - October 2000
Job Owner and Coach at Accountability Sensei
Industry Management Consulting
Experience
Accountability Sensei January 2014 - Present
The App Video Guy July 2012 - December 2014
Mobile App Marketing January 2009 - November 2014
Self-Employed Consultant January 2003 - January 2009
OraKnowledge, Inc. January 2001 - December 2003
Verizon Wireless May 2001 - February 2002
AT&T Business Solutions October 2000 - May 2001
Merrill Lynch March 2000 - October 2000
Dulcian January 1998 - March 2000
Skills
Web Design, Social Media, Social Media Marketing, Online Advertising, Mobile Applications, Marketing, Advertising, Graphic Design, Email Marketing, Video, Website Development, Marketing Communications, Entrepreneurship, Marketing Strategy, Social Networking, Business Growth..., Strategic Planning, Business Coaching, Productivity Coaching, Lead Generation, Facebook Marketing, Outbound Marketing, Inbound Marketing, Content Marketing, Marketing Automation
Education
Rider University 1991 — 1995
Accounting and Business/Management
Absegami High School 1988 — 1991
Accountability Sensei January 2014 - Present
The App Video Guy July 2012 - December 2014
Mobile App Marketing January 2009 - November 2014
Self-Employed Consultant January 2003 - January 2009
OraKnowledge, Inc. January 2001 - December 2003
Verizon Wireless May 2001 - February 2002
AT&T Business Solutions October 2000 - May 2001
Merrill Lynch March 2000 - October 2000
Dulcian January 1998 - March 2000
Skills
Web Design, Social Media, Social Media Marketing, Online Advertising, Mobile Applications, Marketing, Advertising, Graphic Design, Email Marketing, Video, Website Development, Marketing Communications, Entrepreneurship, Marketing Strategy, Social Networking, Business Growth..., Strategic Planning, Business Coaching, Productivity Coaching, Lead Generation, Facebook Marketing, Outbound Marketing, Inbound Marketing, Content Marketing, Marketing Automation
Education
Rider University 1991 — 1995
Accounting and Business/Management
Absegami High School 1988 — 1991
Kirsten Roberts Kirsten Roberts's Merrill Lynch Experience June 2010 - August 2010
Job Investment Analyst at Rice University
Industry Banking
Experience
Rice University August 2015 - Present
Mizuho Bank April 2015 - June 2015
Royal Bank of Scotland July 2012 - April 2015
Royal Bank of Scotland June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Due Diligence, Corporate Finance, Microsoft Office, Financial Analysis, Time Management, Banking, PowerPoint, Investment Banking, Research, Analysis, Economics
Education
Rice University 2010 — 2012
Bachelor of Arts (B.A.), Economics
Wake Forest University 2008 — 2010
Rice University August 2015 - Present
Mizuho Bank April 2015 - June 2015
Royal Bank of Scotland July 2012 - April 2015
Royal Bank of Scotland June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Due Diligence, Corporate Finance, Microsoft Office, Financial Analysis, Time Management, Banking, PowerPoint, Investment Banking, Research, Analysis, Economics
Education
Rice University 2010 — 2012
Bachelor of Arts (B.A.), Economics
Wake Forest University 2008 — 2010
Terry LaPlante's Merrill Lynch Experience April 1986 - January 1999
Job Field Organizer
Industry Public Relations and Communications
Experience
Florida's Water & Land Legacy January 2013 - December 2013
Jasper Foods January 2009 - November 2012
YachtMasters January 2005 - March 2007
Raymond James Financial Inc. January 1999 - February 2003
Merrill Lynch April 1986 - January 1999
Education
Rice University 1982 — 1985
BA, Managerial Studies, Sociology
Merritt Island High School
Graduated early, Spent the summer in Europe
Florida's Water & Land Legacy January 2013 - December 2013
Jasper Foods January 2009 - November 2012
YachtMasters January 2005 - March 2007
Raymond James Financial Inc. January 1999 - February 2003
Merrill Lynch April 1986 - January 1999
Education
Rice University 1982 — 1985
BA, Managerial Studies, Sociology
Merritt Island High School
Graduated early, Spent the summer in Europe
Anita Lauhoff's Merrill Lynch Experience 1985 - 1988
Job Discovering Experienced Talent in Wireless/Telecom ➜
Industry Oil & Energy
Experience
Crown Castle July 2015 - Present
Hess Corporation February 2014 - March 2015
BP May 2011 - December 2013
ConocoPhillips January 2011 - April 2011
Reliant Energy May 2010 - December 2010
Shell Oil Company April 2008 - June 2009
JP Morgan Chase 1996 - 2008
Paul Ray & Company 1988 - 1996
Merrill Lynch 1985 - 1988
Skills
Recruiting, Sourcing, Executive Search, Negotiation, Interviews, LinkedIn, Business Networking, Talent Acquisition, Full-cycle Recruiting, Candidate Assessment, Job Search Strategies, Strategy, Project Management, Talent Management, Leadership, Diversity Recruitment, Business Process...
Education
Rider University 1986 — 1988
MBA, International Finance/Marketing
Texas Christian University 1981 — 1985
BBA, Finance
Crown Castle July 2015 - Present
Hess Corporation February 2014 - March 2015
BP May 2011 - December 2013
ConocoPhillips January 2011 - April 2011
Reliant Energy May 2010 - December 2010
Shell Oil Company April 2008 - June 2009
JP Morgan Chase 1996 - 2008
Paul Ray & Company 1988 - 1996
Merrill Lynch 1985 - 1988
Skills
Recruiting, Sourcing, Executive Search, Negotiation, Interviews, LinkedIn, Business Networking, Talent Acquisition, Full-cycle Recruiting, Candidate Assessment, Job Search Strategies, Strategy, Project Management, Talent Management, Leadership, Diversity Recruitment, Business Process...
Education
Rider University 1986 — 1988
MBA, International Finance/Marketing
Texas Christian University 1981 — 1985
BBA, Finance
Dana deMoncada's Merrill Lynch Experience January 2006 - May 2007
Job Benefit Analyst
Industry Human Resources
Experience
Servpro Industries, Inc. November 2014 - July 2015
Red Hat March 2012 - November 2014
Grifols (formerly Talecris Biotherapeutics, Inc.) May 2011 - March 2012
UNC HealthCare January 2011 - May 2011
Fidelity Investments (HR Services) May 2007 - October 2010
Merrill Lynch January 2006 - May 2007
Edward Jones January 2003 - January 2006
Merck & Co, Inc November 1989 - December 2002
Skills
Pension Administration, 401k Adminstration, FMLA, Leave Administration, Call Center, Annual Open Enrollment, Project Coordination, User Acceptance Testing, Microsoft Office, HRIS, Benefit Provider File..., Health Savings Accounts, Account Reconciliation, Life Events, Oracle OAB, COBRA
Education
CEBS Certification (in process)
Howell High School
Rider University
BS
Servpro Industries, Inc. November 2014 - July 2015
Red Hat March 2012 - November 2014
Grifols (formerly Talecris Biotherapeutics, Inc.) May 2011 - March 2012
UNC HealthCare January 2011 - May 2011
Fidelity Investments (HR Services) May 2007 - October 2010
Merrill Lynch January 2006 - May 2007
Edward Jones January 2003 - January 2006
Merck & Co, Inc November 1989 - December 2002
Skills
Pension Administration, 401k Adminstration, FMLA, Leave Administration, Call Center, Annual Open Enrollment, Project Coordination, User Acceptance Testing, Microsoft Office, HRIS, Benefit Provider File..., Health Savings Accounts, Account Reconciliation, Life Events, Oracle OAB, COBRA
Education
CEBS Certification (in process)
Howell High School
Rider University
BS
Sandy Jackson Sandy Jackson's Merrill Lynch Experience April 2013 - Present
Job VP; Central Supervision Team Lead of the New England Market at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Bank of America August 2010 - April 2013
Bank of America/ Banc of America Investments 2007 - August 2010
Bank of America/ Banc of America Investments 2006 - 2007
Bank of America/ Banc of America Investments 2005 - 2006
Fleet Bank/ Bank of America 2000 - 2005
Bank of America 2004 - 2004
Skills
Microsoft Office, Series 7, Series 66, Series 24, Series 4, Series 53
Education
Rhode Island College
Bachelor of Science (B.S.), Psychology
Merrill Lynch April 2013 - Present
Bank of America August 2010 - April 2013
Bank of America/ Banc of America Investments 2007 - August 2010
Bank of America/ Banc of America Investments 2006 - 2007
Bank of America/ Banc of America Investments 2005 - 2006
Fleet Bank/ Bank of America 2000 - 2005
Bank of America 2004 - 2004
Skills
Microsoft Office, Series 7, Series 66, Series 24, Series 4, Series 53
Education
Rhode Island College
Bachelor of Science (B.S.), Psychology
Gabrielle Finger's Merrill Lynch Experience October 2007 - October 2011
Job International Business Development at Noble Energy, Inc.
Industry Oil & Energy
Experience
Noble Energy, Inc. 2011 - Present
Merrill Lynch October 2007 - October 2011
Bank of America 2002 - 2006
Skills
Petroleum, Upstream, Gas, Energy, Oil/Gas, Natural Gas, Energy Industry, Offshore Drilling, Petroleum Engineering, Oil & Gas Industry, Oilfield, Field Development, Business Development, Supervisory Skills, Oil, Management
Education
University of Houston 2014 — 2016
Master of Business Administration (MBA), MBA
Rice University 2006 — 2006
Paralegal certification, Paralegal Studies
Washington University in St. Louis 1997 — 2001
Bachelor of Arts (BA), Spanish Language and Literature
Noble Energy, Inc. 2011 - Present
Merrill Lynch October 2007 - October 2011
Bank of America 2002 - 2006
Skills
Petroleum, Upstream, Gas, Energy, Oil/Gas, Natural Gas, Energy Industry, Offshore Drilling, Petroleum Engineering, Oil & Gas Industry, Oilfield, Field Development, Business Development, Supervisory Skills, Oil, Management
Education
University of Houston 2014 — 2016
Master of Business Administration (MBA), MBA
Rice University 2006 — 2006
Paralegal certification, Paralegal Studies
Washington University in St. Louis 1997 — 2001
Bachelor of Arts (BA), Spanish Language and Literature
Greta Skudra Greta Skudra's Merrill Lynch Experience January 2012 - May 2012
Job Human Capital Analyst at Deloitte Consulting
Industry
Experience
Deloitte Consulting August 2014 - Present
Deloitte June 2013 - August 2013
North Sea Marine Cluster January 2013 - April 2013
Rice University August 2012 - December 2012
Merrill Lynch January 2012 - May 2012
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Teamwork, Research, Public Speaking, Writing, Analysis, Leadership, Data Analysis, Event Planning
Education
Rice University 2010 — 2014
Deloitte Consulting August 2014 - Present
Deloitte June 2013 - August 2013
North Sea Marine Cluster January 2013 - April 2013
Rice University August 2012 - December 2012
Merrill Lynch January 2012 - May 2012
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Teamwork, Research, Public Speaking, Writing, Analysis, Leadership, Data Analysis, Event Planning
Education
Rice University 2010 — 2014
John B. Zodrow John B. Zodrow's Merrill Lynch Experience December 1985 - January 2009
Job Senior Portfolio Manager and Financial Adviser at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch December 1985 - January 2009
Schlumberger July 1979 - December 1985
Skills
Financial Planning, Portfolio Management
Education
Rice University 1978 — 1979
Master of Mechanical Enginnering
Rice University 1974 — 1978
Bachelor of Mechanical Engineering
UBS January 2009 - Present
Merrill Lynch December 1985 - January 2009
Schlumberger July 1979 - December 1985
Skills
Financial Planning, Portfolio Management
Education
Rice University 1978 — 1979
Master of Mechanical Enginnering
Rice University 1974 — 1978
Bachelor of Mechanical Engineering
Shannon Burns O'Neill's Merrill Lynch Experience January 2005 - February 2009
Job Manager, Global Customer Support at International SOS
Industry Hospital & Health Care
Experience
International SOS April 2015 - Present
International SOS July 2014 - Present
International SOS May 2011 - July 2014
Brands Imaging March 2009 - May 2011
Merrill Lynch January 2005 - February 2009
Skills
Risk Management, Time Management, Research, Customer Service, Process Improvement, Teamwork, Microsoft Office, Project Management, Account Management, Vendor Management, Management, Team Building, Leadership, Banking, Salesforce.com
Education
Rider University 2003 — 2005
Bachelor of Arts (BA), English Language and Literature/Letters
International SOS April 2015 - Present
International SOS July 2014 - Present
International SOS May 2011 - July 2014
Brands Imaging March 2009 - May 2011
Merrill Lynch January 2005 - February 2009
Skills
Risk Management, Time Management, Research, Customer Service, Process Improvement, Teamwork, Microsoft Office, Project Management, Account Management, Vendor Management, Management, Team Building, Leadership, Banking, Salesforce.com
Education
Rider University 2003 — 2005
Bachelor of Arts (BA), English Language and Literature/Letters
Louis Scenti Louis Scenti's Merrill Lynch Experience 1994 - 1999
Job Experienced Talent Management Professional
Industry Financial Services
Experience
Federal Reserve Bank of New York November 2008 - Present
Lehman Brothers August 2005 - September 2008
Morgan Stanley 1999 - 2005
Merrill Lynch 1994 - 1999
JP Morgan Chase (Chemical Banking Corporation) 1989 - 1994
Skills
Talent Development, Talent Management, Talent Acquisition, Succession Planning, Onboarding, Career Development, Change Management, Coaching, Leadership, Leadership Development, Organizational..., Performance Management
Education
The New School 1987 — 1989
MA, Human Resource Management and Development
Rhode Island College 1974 — 1979
BA, Speech/Theater
Federal Reserve Bank of New York November 2008 - Present
Lehman Brothers August 2005 - September 2008
Morgan Stanley 1999 - 2005
Merrill Lynch 1994 - 1999
JP Morgan Chase (Chemical Banking Corporation) 1989 - 1994
Skills
Talent Development, Talent Management, Talent Acquisition, Succession Planning, Onboarding, Career Development, Change Management, Coaching, Leadership, Leadership Development, Organizational..., Performance Management
Education
The New School 1987 — 1989
MA, Human Resource Management and Development
Rhode Island College 1974 — 1979
BA, Speech/Theater
Stephanie Tharpe Bennett Stephanie Tharpe Bennett's Merrill Lynch Experience 2002 - 2005
Job Financial Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management 2012 - Present
Barclays 2009 - 2012
Charles Schwab 2005 - 2007
Merrill Lynch 2002 - 2005
Skills
Series 7, Series 63, Series 66, Series 31, Series 55
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA)
Rice University
Bachelor of Arts (B.A.), Biology
Toigo
Bernstein Private Wealth Management 2012 - Present
Barclays 2009 - 2012
Charles Schwab 2005 - 2007
Merrill Lynch 2002 - 2005
Skills
Series 7, Series 63, Series 66, Series 31, Series 55
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA)
Rice University
Bachelor of Arts (B.A.), Biology
Toigo
Susan Inman-Long, Dallas, Texas Susan Inman-Long, Dallas, Texas's Merrill Lynch Experience 2010 - 2013
Job Your Real Estate Resource
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage July 2002 - Present
Merrill Lynch 2010 - 2013
U. S. Census Bureau 2009 - 2010
Ericsson May 1987 - February 2001
Ericsson 1987 - 2001
Skills
First Time Home Buyers, Negotiation, Sales, Real Estate, Investment Properties, Sellers, Relocation, Foreclosures, Single Family Homes, Management, Listings, Residential Homes, Marketing, Leadership, Contract Negotiation, Buyer Representation, New Home Sales, Townhomes, Condos
Education
The University of Texas at Dallas 1992 — 1996
Business Administration, Telecom, Real Estate
Richland Community College 1987 — 1991
Associate, Business Adminisstration, Busines Management
Pearce High School 1977 — 1980
Graduate
Coldwell Banker Residential Brokerage July 2002 - Present
Merrill Lynch 2010 - 2013
U. S. Census Bureau 2009 - 2010
Ericsson May 1987 - February 2001
Ericsson 1987 - 2001
Skills
First Time Home Buyers, Negotiation, Sales, Real Estate, Investment Properties, Sellers, Relocation, Foreclosures, Single Family Homes, Management, Listings, Residential Homes, Marketing, Leadership, Contract Negotiation, Buyer Representation, New Home Sales, Townhomes, Condos
Education
The University of Texas at Dallas 1992 — 1996
Business Administration, Telecom, Real Estate
Richland Community College 1987 — 1991
Associate, Business Adminisstration, Busines Management
Pearce High School 1977 — 1980
Graduate
John McDonough John McDonough's Merrill Lynch Experience January 2000 - May 2001
Job John McDonough is a Financial Advisor specializing in Wealth Preservation, Business Planning, & College Funding.
Industry Financial Services
Experience
College Funding Evolution, Inc. May 2015 - Present
Cool Springs Financial January 2014 - Present
The Studemont Group, LP June 2011 - Present
Studemont Group College Funding Solutions, LLC June 2011 - Present
First Financial Resources, LLC March 2011 - Present
Granite Harbor Advisors (Division of AXA Advisors, LLC) November 2010 - June 2011
AXA Advisors September 2001 - November 2010
Ameriprise Financial Services, Inc. February 2001 - September 2001
Merrill Lynch January 2000 - May 2001
Skills
Principal protection, Life insurance, Investment Advisory, Annuities, Financial Planning, Estate Planning, College Funding..., Strategy, Leadership, Investments, Finance, Insurance, Management, Financial Services, Financial Advisory, Marketing Strategy, Marketing, Sales, Public Speaking, Social Media Marketing, Social Media
Education
University of North Carolina at Charlotte 1997 — 2001
BSBA, Marketing
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Business, Marketing
Rice University
Certified Financial Planning Coursework
College Funding Evolution, Inc. May 2015 - Present
Cool Springs Financial January 2014 - Present
The Studemont Group, LP June 2011 - Present
Studemont Group College Funding Solutions, LLC June 2011 - Present
First Financial Resources, LLC March 2011 - Present
Granite Harbor Advisors (Division of AXA Advisors, LLC) November 2010 - June 2011
AXA Advisors September 2001 - November 2010
Ameriprise Financial Services, Inc. February 2001 - September 2001
Merrill Lynch January 2000 - May 2001
Skills
Principal protection, Life insurance, Investment Advisory, Annuities, Financial Planning, Estate Planning, College Funding..., Strategy, Leadership, Investments, Finance, Insurance, Management, Financial Services, Financial Advisory, Marketing Strategy, Marketing, Sales, Public Speaking, Social Media Marketing, Social Media
Education
University of North Carolina at Charlotte 1997 — 2001
BSBA, Marketing
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
Business, Marketing
Rice University
Certified Financial Planning Coursework
Sophia Sciabica Sophia Sciabica's Merrill Lynch Experience June 2013 - March 2014
Job Payments Product Development Intern
Industry International Affairs
Experience
BBVA Compass June 2015 - Present
James A. Baker III Institute for Public Policy -- Rice University December 2012 - Present
Americas Society/Council of the Americas May 2014 - August 2014
Merrill Lynch June 2013 - March 2014
Skills
Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Nonprofits, Fundraising, Policy Analysis, Spanish, Latin American Politics
Education
Rice University 2012 — 2016
Bachelor's Degree, History and International Policy Studies
University of Virginia in Valencia, Spain
Riverdale Country School 2006 — 2012
High School
BBVA Compass June 2015 - Present
James A. Baker III Institute for Public Policy -- Rice University December 2012 - Present
Americas Society/Council of the Americas May 2014 - August 2014
Merrill Lynch June 2013 - March 2014
Skills
Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Nonprofits, Fundraising, Policy Analysis, Spanish, Latin American Politics
Education
Rice University 2012 — 2016
Bachelor's Degree, History and International Policy Studies
University of Virginia in Valencia, Spain
Riverdale Country School 2006 — 2012
High School
Vera Wei Song's Merrill Lynch Experience May 2014 - June 2014
Job Business Analyst at Schlumberger Business Consulting
Industry Oil & Energy
Experience
Schlumberger October 2015 - Present
alliantgroup August 2015 - September 2015
BHP Billiton June 2014 - August 2014
Merrill Lynch May 2014 - June 2014
Microsoft August 2013 - May 2014
Rice University Fondren Library March 2012 - May 2014
GMEX - Global Material Exchange January 2013 - April 2013
Skills
Microsoft Excel, Research, Microsoft Office, PowerPoint, Microsoft Word, R, Python, SAS Programming, Social Media, Marketing, Photoshop, Public Speaking, Graphic Design, Social Networking, Event Planning, Photography, Matlab
Education
Rice University 2011 — 2015
Bachelor's degree, Statistics and Economics
IAU College 2013 — 2013
French Language and Literature
Beijing No.4 High School 2008 — 2011
Schlumberger October 2015 - Present
alliantgroup August 2015 - September 2015
BHP Billiton June 2014 - August 2014
Merrill Lynch May 2014 - June 2014
Microsoft August 2013 - May 2014
Rice University Fondren Library March 2012 - May 2014
GMEX - Global Material Exchange January 2013 - April 2013
Skills
Microsoft Excel, Research, Microsoft Office, PowerPoint, Microsoft Word, R, Python, SAS Programming, Social Media, Marketing, Photoshop, Public Speaking, Graphic Design, Social Networking, Event Planning, Photography, Matlab
Education
Rice University 2011 — 2015
Bachelor's degree, Statistics and Economics
IAU College 2013 — 2013
French Language and Literature
Beijing No.4 High School 2008 — 2011
Olivia Espy's Merrill Lynch Experience September 2008 - December 2008
Job J.D. Candidate at Washington University in St. Louis, School of Law
Industry Law Practice
Experience
International Criminal Tribunal for the former Yugoslavia May 2015 - July 2015
Spencer-Ogden 2012 - 2014
Tradax Energy Inc January 2010 - June 2010
Merrill Lynch September 2008 - December 2008
Skills
Geophysics, Offshore Oil & Gas, Upstream, Earth Science, Petrophysics, Economics, Behavioral Science, Research, Data Analysis, Permanent Placement, Oil & Gas Industry, Executive Search, Recruiting, Energy Industry, Energy
Education
Washington University in St. Louis School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Cambridge 2011 — 2012
Master of Philosophy (MPhil), Development Economics
University of Oxford
Philosophy, Politics, and Economics
Rice University
Bachelor of Arts (BA), Economics
International School Nido de Aguilas
Bilingual International Baccalaureate
International Criminal Tribunal for the former Yugoslavia May 2015 - July 2015
Spencer-Ogden 2012 - 2014
Tradax Energy Inc January 2010 - June 2010
Merrill Lynch September 2008 - December 2008
Skills
Geophysics, Offshore Oil & Gas, Upstream, Earth Science, Petrophysics, Economics, Behavioral Science, Research, Data Analysis, Permanent Placement, Oil & Gas Industry, Executive Search, Recruiting, Energy Industry, Energy
Education
Washington University in St. Louis School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Cambridge 2011 — 2012
Master of Philosophy (MPhil), Development Economics
University of Oxford
Philosophy, Politics, and Economics
Rice University
Bachelor of Arts (BA), Economics
International School Nido de Aguilas
Bilingual International Baccalaureate
Paul Ernster's Merrill Lynch Experience May 2009 - August 2009
Job Planning and Business Development Associate at Pacific Drilling (NYSE: PACD)
Industry Oil & Energy
Experience
Pacific Drilling (NYSE: PACD) April 2015 - Present
Pacific Drilling (NYSE: PACD) April 2014 - March 2015
Pacific Drilling June 2012 - April 2014
Apache Corporation May 2011 - August 2011
PineBridge Investments September 2010 - December 2010
Merrill Lynch May 2009 - August 2009
Skills
Corporate Finance, Financial Modeling, Business Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Strategic Financial..., Business Strategy, Business Planning, Business Intelligence, Asset Managment, SAP, R, Bloomberg Terminal, Analysis
Education
Rice University 2008 — 2012
Bachelor of Arts (B.A.), Mathematical Economic Analysis, Financial Computation and Modeling
London School of Economics and Political Science 2010 — 2010
Summer School, Accounting and Finance
Petroskills
Pacific Drilling (NYSE: PACD) April 2015 - Present
Pacific Drilling (NYSE: PACD) April 2014 - March 2015
Pacific Drilling June 2012 - April 2014
Apache Corporation May 2011 - August 2011
PineBridge Investments September 2010 - December 2010
Merrill Lynch May 2009 - August 2009
Skills
Corporate Finance, Financial Modeling, Business Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Strategic Financial..., Business Strategy, Business Planning, Business Intelligence, Asset Managment, SAP, R, Bloomberg Terminal, Analysis
Education
Rice University 2008 — 2012
Bachelor of Arts (B.A.), Mathematical Economic Analysis, Financial Computation and Modeling
London School of Economics and Political Science 2010 — 2010
Summer School, Accounting and Finance
Petroskills
Michael Baalbaki Michael Baalbaki's Merrill Lynch Experience July 2014 - Present
Job AVP; Central Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch February 2012 - July 2014
Fidelity Investments January 2009 - January 2012
Skills
Financial Services, Pensions, Defined Benefit, Microsoft Excel, Analysis, Microsoft Office, Securities, Investments
Education
Rhode Island College 2004 — 2008
Finance, Economics
Merrill Lynch July 2014 - Present
Merrill Lynch February 2012 - July 2014
Fidelity Investments January 2009 - January 2012
Skills
Financial Services, Pensions, Defined Benefit, Microsoft Excel, Analysis, Microsoft Office, Securities, Investments
Education
Rhode Island College 2004 — 2008
Finance, Economics
Veronica Mao Veronica Mao's Merrill Lynch Experience September 2007 - January 2008
Job Manager, Digital Brand Marketing at Under Armour
Industry Marketing and Advertising
Experience
Under Armour January 2013 - Present
Ascena Retail Group, Inc. June 2011 - January 2013
eBay Inc June 2009 - June 2011
Sculptz June 2008 - May 2009
HollyRock/Miller Marketing Communications January 2008 - April 2008
Merrill Lynch September 2007 - January 2008
Enterprise Rent-A-Car May 2007 - September 2007
Skills
Online Marketing, Digital Media, Interactive Marketing, Email Marketing, Omniture, E-commerce, Online Advertising, Digital Marketing, Social Media Marketing, Web Analytics, Advertising, Marketing Strategy
Education
Rider University 2005 — 2009
Bachelor of Science, Summa Cum Laude, Marketing and Advertising Double Major
Under Armour January 2013 - Present
Ascena Retail Group, Inc. June 2011 - January 2013
eBay Inc June 2009 - June 2011
Sculptz June 2008 - May 2009
HollyRock/Miller Marketing Communications January 2008 - April 2008
Merrill Lynch September 2007 - January 2008
Enterprise Rent-A-Car May 2007 - September 2007
Skills
Online Marketing, Digital Media, Interactive Marketing, Email Marketing, Omniture, E-commerce, Online Advertising, Digital Marketing, Social Media Marketing, Web Analytics, Advertising, Marketing Strategy
Education
Rider University 2005 — 2009
Bachelor of Science, Summa Cum Laude, Marketing and Advertising Double Major
Hersh Agrawal's Merrill Lynch Experience September 2012 - December 2012
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Goldman Sachs June 2014 - August 2014
BP May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
WorleyParsons May 2012 - August 2012
Unique Industrial Product Company June 2011 - August 2011
Design At Work January 2011 - May 2011
Skills
Solidworks, AutoCAD, Matlab, Hindi, Spanish conversational, Java, Photoshop, MS Office Suite, Microsoft Office, Research, Engineering, Mechanical Engineering, Petroleum
Education
Rice University 2011 — 2015
B.S. Mechanical Engineering and B.A. Mathematical Economics, Mechanical Engineering and Mathematical Economics
William B. Travis High School 2007 — 2011
Evercore June 2015 - Present
Goldman Sachs June 2014 - August 2014
BP May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
WorleyParsons May 2012 - August 2012
Unique Industrial Product Company June 2011 - August 2011
Design At Work January 2011 - May 2011
Skills
Solidworks, AutoCAD, Matlab, Hindi, Spanish conversational, Java, Photoshop, MS Office Suite, Microsoft Office, Research, Engineering, Mechanical Engineering, Petroleum
Education
Rice University 2011 — 2015
B.S. Mechanical Engineering and B.A. Mathematical Economics, Mechanical Engineering and Mathematical Economics
William B. Travis High School 2007 — 2011
Daniel Knox Daniel Knox's Merrill Lynch Experience 1998 - 2001
Job Attorney at Stradley Ronon
Industry Law Practice
Experience
Stradley Ronon 2007 - Present
State of New Jersey Office of the Attorney General 2004 - 2007
State Street Bank 2001 - 2003
Merrill Lynch 1998 - 2001
Education
Rutgers University School of Law - Camden 2003 — 2007
Doctor of Law (J.D.)
Rider University 2001 — 2007
Master of Business Administration (M.B.A.)
University of Delaware 1994 — 1998
Bachelor of Science (B.S.)
Stradley Ronon 2007 - Present
State of New Jersey Office of the Attorney General 2004 - 2007
State Street Bank 2001 - 2003
Merrill Lynch 1998 - 2001
Education
Rutgers University School of Law - Camden 2003 — 2007
Doctor of Law (J.D.)
Rider University 2001 — 2007
Master of Business Administration (M.B.A.)
University of Delaware 1994 — 1998
Bachelor of Science (B.S.)
Danielle Haddad Danielle Haddad's Merrill Lynch Experience October 2014 - Present
Job AVP, Business Support Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch January 2014 - October 2014
Merrill Lynch June 2013 - January 2014
PHH Mortgage April 2012 - June 2013
Merrill Lynch April 2011 - March 2012
Northwestern Mutual Financial Network January 2010 - April 2011
Skills
Time Management, Series 7, Sales, Retirement Planning, Leadership, Investments, Financial Services, Finance, Customer Service, Banking, Financial Analysis, Mortgage Lending, Retirement
Education
Rider University 2006 — 2010
Management & Leadership
Hunterdon Central Regional High School 2002 — 2006
East Amwell Township School
Merrill Lynch October 2014 - Present
Merrill Lynch January 2014 - October 2014
Merrill Lynch June 2013 - January 2014
PHH Mortgage April 2012 - June 2013
Merrill Lynch April 2011 - March 2012
Northwestern Mutual Financial Network January 2010 - April 2011
Skills
Time Management, Series 7, Sales, Retirement Planning, Leadership, Investments, Financial Services, Finance, Customer Service, Banking, Financial Analysis, Mortgage Lending, Retirement
Education
Rider University 2006 — 2010
Management & Leadership
Hunterdon Central Regional High School 2002 — 2006
East Amwell Township School
Elisa Zhao Elisa Zhao's Merrill Lynch Experience June 2008 - August 2008
Job Product Analyst at RetailMeNot
Industry Internet
Experience
RetailMeNot, Inc. June 2015 - Present
Quorum Business Solutions September 2013 - May 2015
Maersk Procurement June 2012 - May 2013
UBS February 2012 - April 2012
Franklin D. Roosevelt Four Freedoms Park, LLC May 2011 - July 2011
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Statistics, Project Management, Microsoft Word, Mandarin, Economics, Financial Analysis, Analysis, Management, Marketing, Marketing Strategy
Education
Rice University 2009 — 2013
Bachelor of Arts, Mathematical Economics
Tsinghua University 2011 — 2011
Exchange Student
Millburn High School
Millburn High School
RetailMeNot, Inc. June 2015 - Present
Quorum Business Solutions September 2013 - May 2015
Maersk Procurement June 2012 - May 2013
UBS February 2012 - April 2012
Franklin D. Roosevelt Four Freedoms Park, LLC May 2011 - July 2011
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Statistics, Project Management, Microsoft Word, Mandarin, Economics, Financial Analysis, Analysis, Management, Marketing, Marketing Strategy
Education
Rice University 2009 — 2013
Bachelor of Arts, Mathematical Economics
Tsinghua University 2011 — 2011
Exchange Student
Millburn High School
Millburn High School
Jordan Shanker Jordan Shanker's Merrill Lynch Experience August 2008 - December 2008
Job Associate at Citi
Industry Banking
Experience
Citi July 2014 - Present
Citi July 2012 - June 2014
Scotia Waterous August 2010 - July 2012
Fundación Paraguaya February 2010 - May 2010
Scotia Waterous May 2009 - July 2009
Merrill Lynch August 2008 - December 2008
Crimson Management February 2007 - December 2007
Skills
Mergers, Oil, Economics, Portfolio Management, Investments, Petroleum, Corporate Finance, Financial Modeling
Education
Rice University 2006 — 2010
B.A., Economics
Universidad Nacional de Cuyo 2008 — 2008
New Trier High School 2002 — 2006
Citi July 2014 - Present
Citi July 2012 - June 2014
Scotia Waterous August 2010 - July 2012
Fundación Paraguaya February 2010 - May 2010
Scotia Waterous May 2009 - July 2009
Merrill Lynch August 2008 - December 2008
Crimson Management February 2007 - December 2007
Skills
Mergers, Oil, Economics, Portfolio Management, Investments, Petroleum, Corporate Finance, Financial Modeling
Education
Rice University 2006 — 2010
B.A., Economics
Universidad Nacional de Cuyo 2008 — 2008
New Trier High School 2002 — 2006
Justin Allen's Merrill Lynch Experience May 2011 - August 2011
Job Global Account Manager at National Oilwell Varco
Industry Oil & Energy
Experience
National Oilwell Varco May 2015 - Present
National Oilwell Varco October 2013 - May 2015
Capgemini June 2012 - October 2013
Merrill Lynch May 2011 - August 2011
Oceaneering May 2010 - August 2010
Houston Dynamo May 2009 - August 2009
Skills
SAP, Six Sigma, Leadership, Lean Manufacturing, Management, Sales, PowerPoint, Consulting, Microsoft Excel, Sports, Marketing, Microsoft Word, Social Media, Time Management, Networking, Kaizen, Outside Sales, Oil & Gas Industry, Oil & Gas, Capital Equipment
Education
Rice University 2009 — 2011
Management, Business
University of Idaho 2007 — 2008
Management
National Oilwell Varco May 2015 - Present
National Oilwell Varco October 2013 - May 2015
Capgemini June 2012 - October 2013
Merrill Lynch May 2011 - August 2011
Oceaneering May 2010 - August 2010
Houston Dynamo May 2009 - August 2009
Skills
SAP, Six Sigma, Leadership, Lean Manufacturing, Management, Sales, PowerPoint, Consulting, Microsoft Excel, Sports, Marketing, Microsoft Word, Social Media, Time Management, Networking, Kaizen, Outside Sales, Oil & Gas Industry, Oil & Gas, Capital Equipment
Education
Rice University 2009 — 2011
Management, Business
University of Idaho 2007 — 2008
Management
Stacy Zakarian Stacy Zakarian's Merrill Lynch Experience March 2005 - June 2006
Job Customer Finance Manager at Kraft Foods
Industry Consumer Goods
Experience
Kraft Foods January 2011 - Present
Cadbury August 2008 - January 2011
Johnson & Johnson June 2006 - August 2008
Merrill Lynch March 2005 - June 2006
State Street July 2001 - March 2005
Skills
Analysis, Managerial Finance, Cross-functional Team..., Microsoft Excel, Forecasting, Finance, Strategic Financial..., Business Planning, Management
Education
Rider University 2004 — 2006
MBA, General Management
Seton Hall University 1997 — 2001
B.S., Finance
Kraft Foods January 2011 - Present
Cadbury August 2008 - January 2011
Johnson & Johnson June 2006 - August 2008
Merrill Lynch March 2005 - June 2006
State Street July 2001 - March 2005
Skills
Analysis, Managerial Finance, Cross-functional Team..., Microsoft Excel, Forecasting, Finance, Strategic Financial..., Business Planning, Management
Education
Rider University 2004 — 2006
MBA, General Management
Seton Hall University 1997 — 2001
B.S., Finance
Michelle Cortes-Harkins, MSW, CDFA™, CRPC®'s Merrill Lynch Experience December 2006 - May 2008
Job Wealth Management Advisor, Harkins Wealth Management, LLC
Industry Financial Services
Experience
Harkins Wealth Management July 2008 - Present
Merrill Lynch December 2006 - May 2008
Edward Jones March 2005 - December 2006
The Providence Center February 2003 - January 2005
Skills
Wealth Management, Leadership, Strategic Financial..., Management, Small Business, Leadership Development, Program Management, Public Speaking, Strategic Planning, Social Networking, Retirement Planning, Securities, Fundraising, Nonprofits, Finance, Financial Services, Strategy, Private Equity, Socially Responsible..., Financial Education, Multi-generational..., Strategic Communications, Entrepreneurship, Time Management, Public Relations, LPL Financial, Series 7...
Education
LeadershipRI 2009 — 2009
Epsilon II Class
Rhode Island College 1994 — 2000
BSW,MSW, Social Work
University of Houston Law Center
Law
Harkins Wealth Management July 2008 - Present
Merrill Lynch December 2006 - May 2008
Edward Jones March 2005 - December 2006
The Providence Center February 2003 - January 2005
Skills
Wealth Management, Leadership, Strategic Financial..., Management, Small Business, Leadership Development, Program Management, Public Speaking, Strategic Planning, Social Networking, Retirement Planning, Securities, Fundraising, Nonprofits, Finance, Financial Services, Strategy, Private Equity, Socially Responsible..., Financial Education, Multi-generational..., Strategic Communications, Entrepreneurship, Time Management, Public Relations, LPL Financial, Series 7...
Education
LeadershipRI 2009 — 2009
Epsilon II Class
Rhode Island College 1994 — 2000
BSW,MSW, Social Work
University of Houston Law Center
Law
Ed Weindel's Merrill Lynch Experience December 2013 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Merrill Lynch May 2009 - December 2013
Merrill Lynch 2000 - 2009
Education
Rider University 1994 — 1998
Bachelor of Science, Business Administration
Merrill Lynch December 2013 - Present
Merrill Lynch May 2009 - December 2013
Merrill Lynch 2000 - 2009
Education
Rider University 1994 — 1998
Bachelor of Science, Business Administration
Karen Hui Briggs's Merrill Lynch Experience March 1998 - June 2009
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch February 2011 - Present
Merrill Lynch March 1998 - June 2009
The Princeton Review 1995 - 1998
Skills
Financial Services, Investments, Project Management, Marketing Communications, CRM, Wealth Management, Mutual Funds
Education
Rider University
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch February 2011 - Present
Merrill Lynch March 1998 - June 2009
The Princeton Review 1995 - 1998
Skills
Financial Services, Investments, Project Management, Marketing Communications, CRM, Wealth Management, Mutual Funds
Education
Rider University
Keith T. Nielsen's Merrill Lynch Experience June 2000 - May 2003
Job Registered Associate at The Bromberg Group at Morgan Stanley
Industry Financial Services
Experience
The Bromberg Group at Morgan Stanley May 2013 - Present
AppleOne June 2012 - May 2013
Integrated Wealth Management May 2009 - March 2012
Sentak & Malloy, Inc February 2005 - May 2009
Parkway Insurance Company May 2003 - February 2005
Merrill Lynch June 2000 - May 2003
Skills
Event Planning, Series 7, Employee Management, Excel, Series 63, Word, PowerPoint, Access, Junxure, Concur, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking, Office Management, Customer Service, Time Management, Data Entry, Leadership, Management, Marketing, Employee Benefits, Insurance, CRM, Human Resources, Outlook
Education
Rider University 2000 — 2006
BA, Liberal Arts and Sciences, General Studies and Humanities
The Bromberg Group at Morgan Stanley May 2013 - Present
AppleOne June 2012 - May 2013
Integrated Wealth Management May 2009 - March 2012
Sentak & Malloy, Inc February 2005 - May 2009
Parkway Insurance Company May 2003 - February 2005
Merrill Lynch June 2000 - May 2003
Skills
Event Planning, Series 7, Employee Management, Excel, Series 63, Word, PowerPoint, Access, Junxure, Concur, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking, Office Management, Customer Service, Time Management, Data Entry, Leadership, Management, Marketing, Employee Benefits, Insurance, CRM, Human Resources, Outlook
Education
Rider University 2000 — 2006
BA, Liberal Arts and Sciences, General Studies and Humanities
Kao Taniguchi's Merrill Lynch Experience June 2006 - August 2006
Job General Manager at Far East Marine Services, Inc
Industry Maritime
Experience
Far East Marine Services, Inc June 2013 - May 2015
Far East Marine Services, Inc. July 2007 - June 2013
Merrill Lynch June 2006 - August 2006
Skills
Fluent English, Fluent in Japanese, Fluent in Mandarin..., English, Microsoft Office, Research, Microsoft Excel, Data Analysis, Market Research, Analysis, Piano Playing, Business Strategy, Contract Negotiation
Education
Rice University 2002 — 2007
BA & BMus, Economics, Managerial Studies, Piano Performance
Rice University
Far East Marine Services, Inc June 2013 - May 2015
Far East Marine Services, Inc. July 2007 - June 2013
Merrill Lynch June 2006 - August 2006
Skills
Fluent English, Fluent in Japanese, Fluent in Mandarin..., English, Microsoft Office, Research, Microsoft Excel, Data Analysis, Market Research, Analysis, Piano Playing, Business Strategy, Contract Negotiation
Education
Rice University 2002 — 2007
BA & BMus, Economics, Managerial Studies, Piano Performance
Rice University
Jacy Grannis's Merrill Lynch Experience April 2010 - August 2011
Job Vice President, Investment Bank Technology at JPMorgan Chase
Industry Computer Software
Experience
JPMorgan Chase November 2013 - Present
JPMorgan Chase August 2011 - October 2013
Merrill Lynch April 2010 - August 2011
JPMorgan Chase August 2004 - April 2010
FuelQuest August 2002 - August 2004
SAT Corporation February 2002 - June 2002
Questia Media November 1999 - February 2002
Manatee Inc. May 1999 - November 1999
Skills
OOAD, Java, Concurrent Programming, Design Patterns, Performance Tuning, Object Oriented Design, Multithreading, Refactoring, Concurrency, Framework Design, JavaCC, Viola, Chamber Music, XML, Databases, Architecture, Oracle, Architectures, Unix
Education
Rice University 1994 — 1999
BA, Computer Science
La Cueva High School 1992 — 1994
JPMorgan Chase November 2013 - Present
JPMorgan Chase August 2011 - October 2013
Merrill Lynch April 2010 - August 2011
JPMorgan Chase August 2004 - April 2010
FuelQuest August 2002 - August 2004
SAT Corporation February 2002 - June 2002
Questia Media November 1999 - February 2002
Manatee Inc. May 1999 - November 1999
Skills
OOAD, Java, Concurrent Programming, Design Patterns, Performance Tuning, Object Oriented Design, Multithreading, Refactoring, Concurrency, Framework Design, JavaCC, Viola, Chamber Music, XML, Databases, Architecture, Oracle, Architectures, Unix
Education
Rice University 1994 — 1999
BA, Computer Science
La Cueva High School 1992 — 1994
Tony Grosso's Merrill Lynch Experience August 2002 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2002 - Present
C.J. Lawrence Inc, NY, NY 1981 - 1985
Skills
Asset Allocation, Asset Management, Due Diligence, Equities, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Private Equity, Securities, Series 7, Start-ups, Valuation
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1974 — 1978
St. John's University
Master of Business Administration (MBA), Finance, General
Merrill Lynch August 2002 - Present
C.J. Lawrence Inc, NY, NY 1981 - 1985
Skills
Asset Allocation, Asset Management, Due Diligence, Equities, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Private Equity, Securities, Series 7, Start-ups, Valuation
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1974 — 1978
St. John's University
Master of Business Administration (MBA), Finance, General
Richard Luciano's Merrill Lynch Experience June 1985 - August 2005
Job President at R2 Ranch, LLC
Industry Financial Services
Experience
R2 Ranch, LLC 2000 - Present
R2 Ranch, LLC February 1992 - Present
Merrill Lynch June 1985 - August 2005
Skills
Mergers, Financial Analysis, Equities, Entrepreneurship, Capital Markets
Education
Rice University 1980 — 1985
R2 Ranch, LLC 2000 - Present
R2 Ranch, LLC February 1992 - Present
Merrill Lynch June 1985 - August 2005
Skills
Mergers, Financial Analysis, Equities, Entrepreneurship, Capital Markets
Education
Rice University 1980 — 1985
Scott Holstead's Merrill Lynch Experience May 2009 - Present
Job Senior Vice PresidentWealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2009 - Present
UBS Financial Services, Inc. January 2003 - May 2009
Goldman Sachs June 1999 - December 2002
Skills
Equities, Asset Allocation, Private Equity, Hedge Funds, Commodities, Fixed Income, Banking, Financial Analysis, Due Diligence, Valuation, Financial Modeling, Strategic Financial..., Emerging Markets, Wealth Management, Investment Advisory, Finance, Investments, Financial Advisory, Retirement Planning, Investment Banking, Capital Markets, Series 7, Asset Management, Alternative Investments, Portfolio Management, Securities, Investment Management, Wealth Management..., Financial Planning
Education
Rice University 2006 — 2006
Certified Financial Planner Certification Education Course
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Washington and Lee University 1988 — 1992
BA, Economics & Politics
Oxford University 1991 — 1991
British Studies at Oxford
St. John's School 1975 — 1988
National Outdoor Leadership School (NOLS) 1984 — 1984
Wind River Wilderness
Merrill Lynch May 2009 - Present
UBS Financial Services, Inc. January 2003 - May 2009
Goldman Sachs June 1999 - December 2002
Skills
Equities, Asset Allocation, Private Equity, Hedge Funds, Commodities, Fixed Income, Banking, Financial Analysis, Due Diligence, Valuation, Financial Modeling, Strategic Financial..., Emerging Markets, Wealth Management, Investment Advisory, Finance, Investments, Financial Advisory, Retirement Planning, Investment Banking, Capital Markets, Series 7, Asset Management, Alternative Investments, Portfolio Management, Securities, Investment Management, Wealth Management..., Financial Planning
Education
Rice University 2006 — 2006
Certified Financial Planner Certification Education Course
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Washington and Lee University 1988 — 1992
BA, Economics & Politics
Oxford University 1991 — 1991
British Studies at Oxford
St. John's School 1975 — 1988
National Outdoor Leadership School (NOLS) 1984 — 1984
Wind River Wilderness
William Gordon's Merrill Lynch Experience 1981 - 1995
Job CEO, Dix Hills Partners, LLC
Industry Investment Management
Experience
Dix Hills Partners,LLC January 2003 - Present
Wealthplace 2001 - 2001
Mitchell Hutchins Asset Management 1996 - 2000
Mitchell Hutchins/PaineWebber Inc. NEW YORK 1996 - 2000
Merrill Lynch 1981 - 1995
Skills
Investments, Asset Management, Hedge Funds, Asset Managment, Fixed Income, Portfolio Management, Venture Capital, Equities, Corporate Finance, Derivatives, Trading, Valuation, Due Diligence, Capital Markets, Trading Systems, Series 63, Securities, Mutual Funds, Series 7, Investment Management, Options, Fund Of Funds, Investor Relations, Alternative Investments, Quantitative Finance, Asset Allocation, Investment Strategies, Emerging Markets, Equity Research, Bloomberg, Private Equity, Structured Products
Education
Harvard Business School 1979 — 1981
MBA
Rensselaer Polytechnic Institute 1973 — 1977
BS, Chemical Engineering
Dix Hills Partners,LLC January 2003 - Present
Wealthplace 2001 - 2001
Mitchell Hutchins Asset Management 1996 - 2000
Mitchell Hutchins/PaineWebber Inc. NEW YORK 1996 - 2000
Merrill Lynch 1981 - 1995
Skills
Investments, Asset Management, Hedge Funds, Asset Managment, Fixed Income, Portfolio Management, Venture Capital, Equities, Corporate Finance, Derivatives, Trading, Valuation, Due Diligence, Capital Markets, Trading Systems, Series 63, Securities, Mutual Funds, Series 7, Investment Management, Options, Fund Of Funds, Investor Relations, Alternative Investments, Quantitative Finance, Asset Allocation, Investment Strategies, Emerging Markets, Equity Research, Bloomberg, Private Equity, Structured Products
Education
Harvard Business School 1979 — 1981
MBA
Rensselaer Polytechnic Institute 1973 — 1977
BS, Chemical Engineering
Brook Page's Merrill Lynch Experience October 2012 - Present
Job Freelance artist
Industry Arts and Crafts
Experience
Merrill Lynch October 2012 - Present
Skills
Customer Service, Management, Outlook, Microsoft Office, Software Documentation, Illustrator, Project Management, PowerPoint, Process Improvement, Microsoft Word, SharePoint, System Administration
Education
Rhode Island School of Design 1996 — 2000
Merrill Lynch October 2012 - Present
Skills
Customer Service, Management, Outlook, Microsoft Office, Software Documentation, Illustrator, Project Management, PowerPoint, Process Improvement, Microsoft Word, SharePoint, System Administration
Education
Rhode Island School of Design 1996 — 2000
Randy Payne's Merrill Lynch Experience 1997 - 2000
Job Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Wells Fargo Advisors January 2011 - March 2014
Wells Fargo Advisors December 2007 - January 2011
Citi 2006 - 2008
Citi 2004 - 2006
Citi 2002 - 2004
Citi 2000 - 2002
Merrill Lynch 1997 - 2000
Merrill Lynch 1993 - 1997
Skills
Series 7, Wealth Management, Mortgage, Sales Management, P&L Management, Mortgage Lending, Credit, Consumer Lending, Banking, Credit Analysis, Sales, Cross Selling, Insurance, Series 63, Loans, Relationship Management, Finance, Financial Services
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1989 — 1991
Bachelor of Science (BS), Management
Morgan Stanley July 2014 - Present
Wells Fargo Advisors January 2011 - March 2014
Wells Fargo Advisors December 2007 - January 2011
Citi 2006 - 2008
Citi 2004 - 2006
Citi 2002 - 2004
Citi 2000 - 2002
Merrill Lynch 1997 - 2000
Merrill Lynch 1993 - 1997
Skills
Series 7, Wealth Management, Mortgage, Sales Management, P&L Management, Mortgage Lending, Credit, Consumer Lending, Banking, Credit Analysis, Sales, Cross Selling, Insurance, Series 63, Loans, Relationship Management, Finance, Financial Services
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1989 — 1991
Bachelor of Science (BS), Management
Francine Coston, MA's Merrill Lynch Experience September 2004 - March 2005
Job UMLSAMP Site Coordinator at University of Massachusetts Lowell
Industry Human Resources
Experience
University of Massachusetts Lowell April 2013 - Present
Elise William Enterprise, LLC November 2007 - December 2011
Ingersoll Rand March 2005 - December 2005
Merrill Lynch September 2004 - March 2005
Somerset County Council December 2003 - September 2004
Horizon NJ Health February 1997 - July 2002
Skills
Employee Performance..., Microsoft Word, Excel, PowerPoint, PeopleSoft, Publisher, Access, Lotus Notes, Outlook, HRIS, Oracle, Employee Relations, FMLA, HR Consulting, Onboarding, Personnel Management, Team Building, College Recruiting, Payroll, Process Improvement, Vendor Management, Microsoft Office, Career Development, Customer Service, Employee Engagement, Employee Benefits, Public Speaking, Microsoft Excel, Human Resources, New Hire Orientations, Recruiting, Temporary Placement, Training, ADP Payroll, Workforce Planning, HR Policies, Interviews, Leadership, Microsoft Publisher, Performance Management, Talent Management, Deferred Compensation, Talent Acquisition, Benefits Administration, Organizational..., Change Management, Performance Appraisal, Applicant Tracking..., Coaching, Succession Planning
Education
Rider University 1996 — 1999
Masters, Human Services
University of Delaware 1987 — 1992
BS, Human Resources
University of Massachusetts Lowell April 2013 - Present
Elise William Enterprise, LLC November 2007 - December 2011
Ingersoll Rand March 2005 - December 2005
Merrill Lynch September 2004 - March 2005
Somerset County Council December 2003 - September 2004
Horizon NJ Health February 1997 - July 2002
Skills
Employee Performance..., Microsoft Word, Excel, PowerPoint, PeopleSoft, Publisher, Access, Lotus Notes, Outlook, HRIS, Oracle, Employee Relations, FMLA, HR Consulting, Onboarding, Personnel Management, Team Building, College Recruiting, Payroll, Process Improvement, Vendor Management, Microsoft Office, Career Development, Customer Service, Employee Engagement, Employee Benefits, Public Speaking, Microsoft Excel, Human Resources, New Hire Orientations, Recruiting, Temporary Placement, Training, ADP Payroll, Workforce Planning, HR Policies, Interviews, Leadership, Microsoft Publisher, Performance Management, Talent Management, Deferred Compensation, Talent Acquisition, Benefits Administration, Organizational..., Change Management, Performance Appraisal, Applicant Tracking..., Coaching, Succession Planning
Education
Rider University 1996 — 1999
Masters, Human Services
University of Delaware 1987 — 1992
BS, Human Resources
Steven Loh's Merrill Lynch Experience January 2008 - May 2009
Job VP of Finance at Aethon Energy
Industry Financial Services
Experience
Aethon Energy January 2014 - Present
Lime Rock Resources October 2011 - January 2014
Deutsche Bank July 2010 - September 2011
Deutsche Bank June 2009 - August 2009
Merrill Lynch January 2008 - May 2009
Skills
Bloomberg, Financial Modeling, Banking, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Private Equity, Due Diligence, Microsoft Excel, Capital Markets, Derivatives, Equity Research, Energy, Finance, Venture Capital, Equities, Fixed Income, Business Valuation, Emerging Markets, M&A experience, Hedge Funds, Analysis, Mergers & Acquisitions, Financial Structuring, Project Finance, Structured Finance, Corporate Development, Trading, Economics
Education
Rice University
B.A., Mathematical Economic Analysis, Classical Studies
Aethon Energy January 2014 - Present
Lime Rock Resources October 2011 - January 2014
Deutsche Bank July 2010 - September 2011
Deutsche Bank June 2009 - August 2009
Merrill Lynch January 2008 - May 2009
Skills
Bloomberg, Financial Modeling, Banking, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Private Equity, Due Diligence, Microsoft Excel, Capital Markets, Derivatives, Equity Research, Energy, Finance, Venture Capital, Equities, Fixed Income, Business Valuation, Emerging Markets, M&A experience, Hedge Funds, Analysis, Mergers & Acquisitions, Financial Structuring, Project Finance, Structured Finance, Corporate Development, Trading, Economics
Education
Rice University
B.A., Mathematical Economic Analysis, Classical Studies
Alfred Randy Zarroli, CFP®'s Merrill Lynch Experience 1994 - 1996
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2002 - Present
JennCor Trading LLC 1996 - 2002
Merrill Lynch 1994 - 1996
Mortenson and Associates 1993 - 1994
Skills
Estate Planning, Retirement Planning, Tax Planning, Retirement Plan..., Investments, Saving for Education, Executive Compensation..., Retirement Income...
Education
Rider University 1989 — 1993
council rock high school 1985 — 1989
Ameriprise Financial Services, Inc. July 2002 - Present
JennCor Trading LLC 1996 - 2002
Merrill Lynch 1994 - 1996
Mortenson and Associates 1993 - 1994
Skills
Estate Planning, Retirement Planning, Tax Planning, Retirement Plan..., Investments, Saving for Education, Executive Compensation..., Retirement Income...
Education
Rider University 1989 — 1993
council rock high school 1985 — 1989
Josh Wilcox's Merrill Lynch Experience August 2004 - May 2006
Job Managing Director at CBRE
Industry Financial Services
Experience
CBRE January 2015 - Present
CBRE May 2013 - December 2014
Deloitte June 2012 - May 2013
Deloitte June 2010 - August 2012
Deloitte June 2008 - July 2010
Citigroup June 2006 - May 2008
Merrill Lynch August 2004 - May 2006
Skills
Financial Services, Mergers, Hedge Funds, Finance, Private Equity, Mergers & Acquisitions, Capital Markets, Due Diligence, Asset Management, Valuation, Management, Financial Risk, Financial Reporting
Education
Augustana College (SD)
BA, Finance and Management
Richmond, The American International University in London
University of Nebraska-Lincoln
MBA, Strategic Management
CBRE January 2015 - Present
CBRE May 2013 - December 2014
Deloitte June 2012 - May 2013
Deloitte June 2010 - August 2012
Deloitte June 2008 - July 2010
Citigroup June 2006 - May 2008
Merrill Lynch August 2004 - May 2006
Skills
Financial Services, Mergers, Hedge Funds, Finance, Private Equity, Mergers & Acquisitions, Capital Markets, Due Diligence, Asset Management, Valuation, Management, Financial Risk, Financial Reporting
Education
Augustana College (SD)
BA, Finance and Management
Richmond, The American International University in London
University of Nebraska-Lincoln
MBA, Strategic Management
Elizabeth Laudanski's Merrill Lynch Experience August 2005 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
Stone Tech Fabrication March 2008 - Present
Merrill Lynch August 2005 - March 2008
Stone Tech Fabrication February 1993 - August 2005
Skills
Analysis, Access, Management, Business Development, Project Management, Leadership, Investments, Finance, PowerPoint, Risk Management, Microsoft Excel, Sales
Education
Thomas Edison State College 2000 — 2001
Computer Science
Rider University 1993 — 1994
Accounting
Politechnika Warszawska 1967 — 1973
Master, Electrical Engineering
Stone Tech Fabrication March 2008 - Present
Merrill Lynch August 2005 - March 2008
Stone Tech Fabrication February 1993 - August 2005
Skills
Analysis, Access, Management, Business Development, Project Management, Leadership, Investments, Finance, PowerPoint, Risk Management, Microsoft Excel, Sales
Education
Thomas Edison State College 2000 — 2001
Computer Science
Rider University 1993 — 1994
Accounting
Politechnika Warszawska 1967 — 1973
Master, Electrical Engineering
Marina Furey, MBA's Merrill Lynch Experience 2006 - 2009
Job Marketing Analyst at SUN PHARMA
Industry Marketing and Advertising
Experience
SUN PHARMA August 2014 - Present
Young Professionals in Healthcare (YPH) July 2013 - Present
Bristol-Myers Squibb January 2013 - July 2013
Rutgers Business School January 2009 - May 2013
Bank of America Merrill Lynch 2009 - 2011
PendoTech 2007 - 2009
Merrill Lynch 2006 - 2009
Princeton Economics Group 1999 - 2002
Skills
Market Research, Web Design, Graphic Design, Motion Graphics, Project Management, Marketing Communications, Marketing, Presentation Development, Adobe Creative Suite, Microsoft Excel, Online Advertising, Advertising, Digital Marketing, Marketing Strategy, PowerPoint, Competitive Analysis, Marketing Research, Brand Management, Brand Development, Integrated Marketing, Product Launch, Pharmaceutical Industry, Strategic Planning, Analytics, Market Analysis, Email Marketing, Online Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Master of Business Administration (MBA), Pharmaceutical Management and Marketing, 3.77
Rider University 1996 — 2001
Bachelor of Arts (BA), Communications and Business Management, 3.97
SUN PHARMA August 2014 - Present
Young Professionals in Healthcare (YPH) July 2013 - Present
Bristol-Myers Squibb January 2013 - July 2013
Rutgers Business School January 2009 - May 2013
Bank of America Merrill Lynch 2009 - 2011
PendoTech 2007 - 2009
Merrill Lynch 2006 - 2009
Princeton Economics Group 1999 - 2002
Skills
Market Research, Web Design, Graphic Design, Motion Graphics, Project Management, Marketing Communications, Marketing, Presentation Development, Adobe Creative Suite, Microsoft Excel, Online Advertising, Advertising, Digital Marketing, Marketing Strategy, PowerPoint, Competitive Analysis, Marketing Research, Brand Management, Brand Development, Integrated Marketing, Product Launch, Pharmaceutical Industry, Strategic Planning, Analytics, Market Analysis, Email Marketing, Online Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Master of Business Administration (MBA), Pharmaceutical Management and Marketing, 3.77
Rider University 1996 — 2001
Bachelor of Arts (BA), Communications and Business Management, 3.97
Karen Rodrigues's Merrill Lynch Experience October 2006 - May 2009
Job Business Manager of Fixed Income, Currency, Commodities and Liquidity & Risk Technology
Industry Information Technology and Services
Experience
Merrill Lynch October 2006 - May 2009
JPMorgan Chase August 2005 - September 2006
Credit Suisse First Boston July 1996 - August 2005
First Data Investor Services Group December 1992 - July 1996
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1987 — 1992
BS, Accounting
Merrill Lynch October 2006 - May 2009
JPMorgan Chase August 2005 - September 2006
Credit Suisse First Boston July 1996 - August 2005
First Data Investor Services Group December 1992 - July 1996
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1987 — 1992
BS, Accounting
Gabe Calvetti's Merrill Lynch Experience June 2001 - April 2006
Job Managing Director at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group November 2009 - Present
Barclays Cap June 2006 - June 2009
Merrill Lynch June 2001 - April 2006
Lehman Brothers August 1998 - June 2001
United States Marine Corps May 1992 - August 1996
Skills
Fixed Income, Capital Markets, Series 7, Due Diligence, Alternative Investments, Private Placements, Valuation, Investments, Portfolio Management, Bonds, Hedge Funds, Restructuring, Financial Modeling, High Yield, Trading, Asset Allocation, Structured Products, Corporate Finance, Asset Management, Securities, Financial Markets, Private Equity, Investment Banking, Investment Management, Investment Strategies, Investor Relations, Mergers & Acquisitions, Credit, Financial Analysis, Emerging Markets, Equity Research, Structured Finance, Venture Capital, Leveraged Finance, Project Finance, LBO, Financial Structuring, Credit Derivatives, Bloomberg, Hedging, Special Situations, ABS, Credit Analysis, Capital Structure, CDS
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
Rice University 1988 — 1992
BA, Economics
CRT Capital Group November 2009 - Present
Barclays Cap June 2006 - June 2009
Merrill Lynch June 2001 - April 2006
Lehman Brothers August 1998 - June 2001
United States Marine Corps May 1992 - August 1996
Skills
Fixed Income, Capital Markets, Series 7, Due Diligence, Alternative Investments, Private Placements, Valuation, Investments, Portfolio Management, Bonds, Hedge Funds, Restructuring, Financial Modeling, High Yield, Trading, Asset Allocation, Structured Products, Corporate Finance, Asset Management, Securities, Financial Markets, Private Equity, Investment Banking, Investment Management, Investment Strategies, Investor Relations, Mergers & Acquisitions, Credit, Financial Analysis, Emerging Markets, Equity Research, Structured Finance, Venture Capital, Leveraged Finance, Project Finance, LBO, Financial Structuring, Credit Derivatives, Bloomberg, Hedging, Special Situations, ABS, Credit Analysis, Capital Structure, CDS
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
Rice University 1988 — 1992
BA, Economics
Jeff Brannen's Merrill Lynch Experience Technical Sales RepresentativeHughes Christensen a Baker Hughes Company1996 - 1999
Job Financial Advisor, CFP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Technical Sales RepresentativeHughes Christensen a Baker Hughes Company1996 - 1999
Education
Rice University 1992 — 1995
Merrill Lynch Technical Sales RepresentativeHughes Christensen a Baker Hughes Company1996 - 1999
Education
Rice University 1992 — 1995
Joanne Pfleiderer's Merrill Lynch Experience 1987 - 1988
Job Versatile Communications Pro
Industry Research
Experience
Mathematica Policy Research 1993 - Present
Educational Testing Service 1982 - 1993
Merrill Lynch 1987 - 1988
Education
Rider University
State University of New York College at Buffalo
Mathematica Policy Research 1993 - Present
Educational Testing Service 1982 - 1993
Merrill Lynch 1987 - 1988
Education
Rider University
State University of New York College at Buffalo
John Worek's Merrill Lynch Experience July 2005 - May 2007
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch Bank & Trust Co 2007 - 2008
Merrill Lynch July 2005 - May 2007
Merrill Lynch December 1998 - June 2005
Merrill Lynch December 1996 - December 1998
KPMG June 1995 - December 1996
KPMG December 1992 - May 1995
Amper, Politizner & Mattia September 1989 - December 1992
New Jersey National Bank June 1987 - September 1989
Skills
Wealth Management
Education
Rider University 1981 — 1987
BS, Accounting & Finance
Merrill Lynch Bank & Trust Co 2007 - 2008
Merrill Lynch July 2005 - May 2007
Merrill Lynch December 1998 - June 2005
Merrill Lynch December 1996 - December 1998
KPMG June 1995 - December 1996
KPMG December 1992 - May 1995
Amper, Politizner & Mattia September 1989 - December 1992
New Jersey National Bank June 1987 - September 1989
Skills
Wealth Management
Education
Rider University 1981 — 1987
BS, Accounting & Finance
Roy Longoria's Merrill Lynch Experience May 2005 - September 2010
Job Senior Managing Director with Sunbelt Securities
Industry Financial Services
Experience
Sunbelt Securities September 2010 - Present
Merrill Lynch May 2005 - September 2010
Edward Jones November 2001 - May 2005
ClearCommerce Corporation March 2000 - July 2001
IBM October 1989 - March 2000
Skills
Series 7, Retirement Planning, Series 63, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Retirement, 401k, Investments, Securities, Estate Planning, Alternative Investments, Strategic Financial..., Investment Strategies, Asset Managment, Financial Advisory, Portfolio Management, Investment Management, Bonds
Education
The University of Texas at Austin 1997 — 1999
MBA, Finance
The University of Texas at Austin 1984 — 1986
BA, Computer Science
The University of Texas at Austin 1978 — 1981
BBA, Marketing
Rice University 1976 — 1978
Psychology
Sunbelt Securities September 2010 - Present
Merrill Lynch May 2005 - September 2010
Edward Jones November 2001 - May 2005
ClearCommerce Corporation March 2000 - July 2001
IBM October 1989 - March 2000
Skills
Series 7, Retirement Planning, Series 63, Investment Advisory, Mutual Funds, Wealth Management, Asset Allocation, Retirement, 401k, Investments, Securities, Estate Planning, Alternative Investments, Strategic Financial..., Investment Strategies, Asset Managment, Financial Advisory, Portfolio Management, Investment Management, Bonds
Education
The University of Texas at Austin 1997 — 1999
MBA, Finance
The University of Texas at Austin 1984 — 1986
BA, Computer Science
The University of Texas at Austin 1978 — 1981
BBA, Marketing
Rice University 1976 — 1978
Psychology
Charles Hubbard's Merrill Lynch Experience 2004 - June 2009
Job
Industry Financial Services
Experience
Tatum February 2010 - Present
Merrill Lynch 2004 - June 2009
Credit Agricole Indosuez 2002 - 2003
KM Management, LLC 2000 - 2001
UBS 1993 - 2000
HSBC 1983 - 1992
PepsiCo 1978 - 1982
Skills
Portfolio Management, Capital Markets, Private Banking, Financial Modeling, Restructuring, Risk Management, Finance, Private Equity, Mergers & Acquisitions, Strategic Financial..., Financial Services, Banking, Securities, Hedge Funds
Education
Rice University
B.A., Chemical Engineering
Rice University
M.Ch.E., Chemical Engineering
University of Pennsylvania - The Wharton School
M.B.A., Finance, Operations Management
Tatum February 2010 - Present
Merrill Lynch 2004 - June 2009
Credit Agricole Indosuez 2002 - 2003
KM Management, LLC 2000 - 2001
UBS 1993 - 2000
HSBC 1983 - 1992
PepsiCo 1978 - 1982
Skills
Portfolio Management, Capital Markets, Private Banking, Financial Modeling, Restructuring, Risk Management, Finance, Private Equity, Mergers & Acquisitions, Strategic Financial..., Financial Services, Banking, Securities, Hedge Funds
Education
Rice University
B.A., Chemical Engineering
Rice University
M.Ch.E., Chemical Engineering
University of Pennsylvania - The Wharton School
M.B.A., Finance, Operations Management
John E. Brown's Merrill Lynch Experience 2009 - Present
Job Vice President, Bank of America/Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch 2009 - Present
IBM 2000 - 2009
Ajilon 1998 - 2000
Government December 1984 - July 1998
Skills
Vendor Management, Change Management, Information Technology, Project Planning, Infrastructure, SDLC, IT Strategy, Enterprise Architecture, PMP, Business Analysis, Business Process..., Process Improvement, Integration, Business Intelligence, Software Project..., Visio, HIPAA, Program Management, IT Management, Project Management, Leadership, IT Service Management
Education
Rider University
BS 1983, Accounting
Merrill Lynch 2009 - Present
IBM 2000 - 2009
Ajilon 1998 - 2000
Government December 1984 - July 1998
Skills
Vendor Management, Change Management, Information Technology, Project Planning, Infrastructure, SDLC, IT Strategy, Enterprise Architecture, PMP, Business Analysis, Business Process..., Process Improvement, Integration, Business Intelligence, Software Project..., Visio, HIPAA, Program Management, IT Management, Project Management, Leadership, IT Service Management
Education
Rider University
BS 1983, Accounting
Charles Girard's Merrill Lynch Experience November 1997 - December 1999
Job at HCA Hospital Corporation of America
Industry Government Relations
Experience
HCA - Hospital Corporation of America October 2010 - Present
Mignon McGarry January 2005 - October 2010
Pfizer Inc January 2004 - December 2004
Mignon McGarry January 2000 - July 2001
Merrill Lynch November 1997 - December 1999
Maroney, Crowley, Richardson, Bankston and Hull September 1996 - November 1997
Skills
Strategy, Budgets, Contract Negotiation, Leadership, Policy, Government, Public Speaking, Management, Research, Project Management, Healthcare, Legislative Relations, Executive Management, Marketing, Strategic Planning, Marketing Strategy, Policy Analysis, Process Improvement, Hospitals, Business Development, Interviews, Customer Service, Politics, Speech Writing, International Relations, Legislation, Spanish, Public Policy, Finance, Human Resources, Employee Training
Education
Rice University 2001 — 2003
Master, Business Administration
The University of Texas at Austin 1991 — 1996
BA, Government/History
HCA - Hospital Corporation of America October 2010 - Present
Mignon McGarry January 2005 - October 2010
Pfizer Inc January 2004 - December 2004
Mignon McGarry January 2000 - July 2001
Merrill Lynch November 1997 - December 1999
Maroney, Crowley, Richardson, Bankston and Hull September 1996 - November 1997
Skills
Strategy, Budgets, Contract Negotiation, Leadership, Policy, Government, Public Speaking, Management, Research, Project Management, Healthcare, Legislative Relations, Executive Management, Marketing, Strategic Planning, Marketing Strategy, Policy Analysis, Process Improvement, Hospitals, Business Development, Interviews, Customer Service, Politics, Speech Writing, International Relations, Legislation, Spanish, Public Policy, Finance, Human Resources, Employee Training
Education
Rice University 2001 — 2003
Master, Business Administration
The University of Texas at Austin 1991 — 1996
BA, Government/History
J.P. Padron's Merrill Lynch Experience February 2010 - May 2010
Job Looking for a position
Industry Sports
Experience
Merrill Lynch February 2010 - May 2010
Houston Aeros Hockey Club September 2007 - December 2007
Education
Rice University 2007 — 2010
Bachlor of Arts, Sports Management
Merrill Lynch February 2010 - May 2010
Houston Aeros Hockey Club September 2007 - December 2007
Education
Rice University 2007 — 2010
Bachlor of Arts, Sports Management
Rejnal Tushe's Merrill Lynch Experience May 2010 - July 2010
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2014 - Present
IBM Risk Analytics November 2012 - August 2014
IBM Risk Analytics January 2012 - April 2012
Varsity Tutors LLC March 2009 - August 2011
Tradax Energy September 2010 - December 2010
Merrill Lynch May 2010 - July 2010
Baylor College of Medicine July 2007 - September 2008
Skills
Quantitative Finance, Risk Management, VBA, Data Analysis, Python, C++, Matlab, Statistics, Bloomberg Terminal, Java, Numerical Analysis, SQL, Microsoft Excel
Education
University of Toronto 2011 — 2012
Master's degree, Mathematical Finance
Rice University 2006 — 2010
Bachelor of Science (BS), Chemistry
Goldman Sachs September 2014 - Present
IBM Risk Analytics November 2012 - August 2014
IBM Risk Analytics January 2012 - April 2012
Varsity Tutors LLC March 2009 - August 2011
Tradax Energy September 2010 - December 2010
Merrill Lynch May 2010 - July 2010
Baylor College of Medicine July 2007 - September 2008
Skills
Quantitative Finance, Risk Management, VBA, Data Analysis, Python, C++, Matlab, Statistics, Bloomberg Terminal, Java, Numerical Analysis, SQL, Microsoft Excel
Education
University of Toronto 2011 — 2012
Master's degree, Mathematical Finance
Rice University 2006 — 2010
Bachelor of Science (BS), Chemistry
Rafael W Castro's Merrill Lynch Experience May 2007 - December 2007
Job Operations Analyst at Nuance Communications
Industry Computer Software
Experience
Nuance Communications December 2010 - Present
Veterans Across America 2010 - 2012
Chubb May 2008 - December 2010
AIG January 2008 - May 2008
Merrill Lynch May 2007 - December 2007
Rider University 2004 - 2007
United States Marine Corps 2000 - 2004
United States Marine Corps 2000 - 2004
Skills
Process Improvement, Analysis, Financial Analysis, Customer Service, Finance, Financial Modeling, Forecasting, Financial Reporting, Data Analysis, Access, Accounting, Microsoft Excel, Budgets, Management, Microsoft Office, Leadership, Business Analysis, Microsoft Word, Program Management, Insurance, Project Management, Risk Management, Strategic Planning
Education
Rider University 2004 — 2007
bachelor, Finance
Seton Hall University
Central School Warren NJ
Central School Warren NJ
Nuance Communications December 2010 - Present
Veterans Across America 2010 - 2012
Chubb May 2008 - December 2010
AIG January 2008 - May 2008
Merrill Lynch May 2007 - December 2007
Rider University 2004 - 2007
United States Marine Corps 2000 - 2004
United States Marine Corps 2000 - 2004
Skills
Process Improvement, Analysis, Financial Analysis, Customer Service, Finance, Financial Modeling, Forecasting, Financial Reporting, Data Analysis, Access, Accounting, Microsoft Excel, Budgets, Management, Microsoft Office, Leadership, Business Analysis, Microsoft Word, Program Management, Insurance, Project Management, Risk Management, Strategic Planning
Education
Rider University 2004 — 2007
bachelor, Finance
Seton Hall University
Central School Warren NJ
Central School Warren NJ
Rebecca Brannon's Merrill Lynch Experience January 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Oppenheimer & Co., Inc. March 2009 - January 2011
Stanford Financial Group March 2008 - February 2009
Lockwood Financial 2001 - 2007
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Equities, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Series 65, Licensed to Sell..., Alternative Investments, Investment Advisory, FINRA
Education
Richland Community College
Merrill Lynch January 2011 - Present
Oppenheimer & Co., Inc. March 2009 - January 2011
Stanford Financial Group March 2008 - February 2009
Lockwood Financial 2001 - 2007
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Equities, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Series 65, Licensed to Sell..., Alternative Investments, Investment Advisory, FINRA
Education
Richland Community College
Edward Cheon's Merrill Lynch Experience June 2010 - January 2011
Job Senior West Gas and Power Fundamenals Analyst at Shell Trading
Industry Oil & Energy
Experience
Shell January 2011 - Present
Merrill Lynch June 2010 - January 2011
Merrill Lynch December 2006 - June 2010
Merrill Lynch June 2006 - August 2006
ITT Electronic Systems, Radar Systems June 2001 - June 2005
Skills
Management, Analytics, Analysis, Energy Modelling, Financial Modeling, Simulations, Strategy, Trading, Energy, Electricity, Natural Gas, Commodity, Spotfire, Matlab, Oracle Database, SQL
Education
Rice University 2005 — 2007
Master of Business Administration (M.B.A.), Finance
University of California, Los Angeles 1998 — 2002
Bachelor’s Degree, Applied Mathematics
Shell January 2011 - Present
Merrill Lynch June 2010 - January 2011
Merrill Lynch December 2006 - June 2010
Merrill Lynch June 2006 - August 2006
ITT Electronic Systems, Radar Systems June 2001 - June 2005
Skills
Management, Analytics, Analysis, Energy Modelling, Financial Modeling, Simulations, Strategy, Trading, Energy, Electricity, Natural Gas, Commodity, Spotfire, Matlab, Oracle Database, SQL
Education
Rice University 2005 — 2007
Master of Business Administration (M.B.A.), Finance
University of California, Los Angeles 1998 — 2002
Bachelor’s Degree, Applied Mathematics
Randall Zapolski's Merrill Lynch Experience October 2011 - Present
Job Registered Phone Representative at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch October 2011 - Present
Next Level Soccer Academy January 2009 - Present
Merrill Edge February 2011 - October 2011
ZAPOLSKI & RUDD, LLC Summer 2006 May 2006 - August 2006
Skills
Facebook, Research, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Social Media, Customer Service, Social Networking, Public Speaking, Microsoft Word, Sports Marketing, YouTube, Strategic Planning, Sports Management, Series 7, Series 66
Education
Princeton School Of Real Estate 2010 — 2010
NJ Real Estate License
Rider University 2005 — 2009
Bachelors, Business, Marketing
Merrill Lynch October 2011 - Present
Next Level Soccer Academy January 2009 - Present
Merrill Edge February 2011 - October 2011
ZAPOLSKI & RUDD, LLC Summer 2006 May 2006 - August 2006
Skills
Facebook, Research, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Social Media, Customer Service, Social Networking, Public Speaking, Microsoft Word, Sports Marketing, YouTube, Strategic Planning, Sports Management, Series 7, Series 66
Education
Princeton School Of Real Estate 2010 — 2010
NJ Real Estate License
Rider University 2005 — 2009
Bachelors, Business, Marketing
Adi Sirkes's Merrill Lynch Experience January 2011 - April 2011
Job Student at Rice University
Industry Education Management
Experience
French Institute for International Relations May 2012 - July 2012
Rice University Sociology Department May 2011 - August 2011
Merrill Lynch January 2011 - April 2011
Education
Rice University 2009 — 2013
Bachelor of Arts (BA), Political Science
Institut d'Etudes politiques de Paris / Sciences Po Paris 2011 — 2011
French Institute for International Relations May 2012 - July 2012
Rice University Sociology Department May 2011 - August 2011
Merrill Lynch January 2011 - April 2011
Education
Rice University 2009 — 2013
Bachelor of Arts (BA), Political Science
Institut d'Etudes politiques de Paris / Sciences Po Paris 2011 — 2011
Meredith Chu's Merrill Lynch Experience September 2008 - September 2011
Job Investor Relations Management Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group September 2011 - Present
Merrill Lynch September 2008 - September 2011
Education
Rice University 2004 — 2008
Bachelor of Arts (B.A.), Sociology
The Carlyle Group September 2011 - Present
Merrill Lynch September 2008 - September 2011
Education
Rice University 2004 — 2008
Bachelor of Arts (B.A.), Sociology
Vibin Joseph Chowallur, CRPC®, CRPS®'s Merrill Lynch Experience August 2008 - March 2010
Job Vice President, Manager of the Financial Planning Consulting Team and the Planning Help Desk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Smith Barney April 2010 - December 2013
Merrill Lynch August 2008 - March 2010
Merrill Lynch April 2007 - July 2008
Merrill Lynch October 2005 - April 2007
Merrill Lynch April 2002 - September 2005
Skills
Series 7, Wealth Management, Retirement Planning, Series 66, Financial Planning, Retirement, 401k, IRA's, Insurance, NaviPlan, Chartered Retirement..., Chartered Retirement..., MoneyGuidePro, Strategic Financial..., Financial Advisory, Fixed Income, Financial Analysis, Mutual Funds, Investments, Asset Allocation, Wealth Management..., Finance, Wealth, IRAs
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science, Biomedical Engineering
Morgan Stanley January 2014 - Present
Morgan Stanley Smith Barney April 2010 - December 2013
Merrill Lynch August 2008 - March 2010
Merrill Lynch April 2007 - July 2008
Merrill Lynch October 2005 - April 2007
Merrill Lynch April 2002 - September 2005
Skills
Series 7, Wealth Management, Retirement Planning, Series 66, Financial Planning, Retirement, 401k, IRA's, Insurance, NaviPlan, Chartered Retirement..., Chartered Retirement..., MoneyGuidePro, Strategic Financial..., Financial Advisory, Fixed Income, Financial Analysis, Mutual Funds, Investments, Asset Allocation, Wealth Management..., Finance, Wealth, IRAs
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science, Biomedical Engineering
Travis Rieger's Merrill Lynch Experience June 1995 - September 2002
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase January 2015 - Present
JPMorgan Chase September 2002 - January 2015
Merrill Lynch June 1995 - September 2002
Skills
Sales Management, Banking, Investments, Management, Strategic Planning, Leadership, New Business Development, Finance, Sales Execution, Strategic Alliances, Marketing Strategy, Relationship Management, Product Development, Sales, Business Development, Financial Services, Portfolio Management
Education
Rutgers University 1991 — 1995
Bachelor of Applied Science (BASc), Finance
Rider University 1998 — 2000
Master of Business Administration (MBA), Finance
JPMorgan Chase January 2015 - Present
JPMorgan Chase September 2002 - January 2015
Merrill Lynch June 1995 - September 2002
Skills
Sales Management, Banking, Investments, Management, Strategic Planning, Leadership, New Business Development, Finance, Sales Execution, Strategic Alliances, Marketing Strategy, Relationship Management, Product Development, Sales, Business Development, Financial Services, Portfolio Management
Education
Rutgers University 1991 — 1995
Bachelor of Applied Science (BASc), Finance
Rider University 1998 — 2000
Master of Business Administration (MBA), Finance
Allie Foster's Merrill Lynch Experience June 2003 - August 2007
Job Senior Accounting Analyst at Pioneer Natural Resources
Industry Accounting
Experience
Pioneer Natural Resources Company April 2014 - Present
Pioneer Natural Resources Company November 2012 - April 2014
Ernst & Young May 2009 - November 2012
Deloitte May 2008 - August 2008
Merrill Lynch June 2003 - August 2007
Skills
Accounting, Internal Controls, Sarbanes-Oxley Act
Education
University of Virginia 2009 — 2010
Masters of Science, Accounting
Rice University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Pioneer Natural Resources Company April 2014 - Present
Pioneer Natural Resources Company November 2012 - April 2014
Ernst & Young May 2009 - November 2012
Deloitte May 2008 - August 2008
Merrill Lynch June 2003 - August 2007
Skills
Accounting, Internal Controls, Sarbanes-Oxley Act
Education
University of Virginia 2009 — 2010
Masters of Science, Accounting
Rice University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Stephen Avard, Jr., J.D.'s Merrill Lynch Experience 1999 - 2001
Job President
Industry Real Estate
Experience
Self-employed 2001 - Present
Dallas and San Antonio 1992 - 2007
Merrill Lynch 1999 - 2001
Skills
Attorney, Real Estate,...
Education
Texas Tech University School of Law 1989 — 1992
Doctor of Law (J.D.)
Rice University 1983 — 1987
Bachelor of Arts (B.A.), Legal Studies, General
Self-employed 2001 - Present
Dallas and San Antonio 1992 - 2007
Merrill Lynch 1999 - 2001
Skills
Attorney, Real Estate,...
Education
Texas Tech University School of Law 1989 — 1992
Doctor of Law (J.D.)
Rice University 1983 — 1987
Bachelor of Arts (B.A.), Legal Studies, General
Michael Bernhagen's Merrill Lynch Experience 2007 - 2008
Job Global Fuel Oil Trading
Industry Oil & Energy
Experience
Shell Oil Company 2012 - Present
Citi 2011 - 2012
EDF Trading (formerly Lehman Brothers) 2009 - 2011
Wells Fargo 2008 - 2009
Merrill Lynch 2007 - 2008
Education
Rice University
Master in Business Administration, Statistics, Marketing, Energy
Texas A&M University
Bachelor of Business Administration (B.B.A.), Finance, Global Business, 3.8 Overall GPA, magna cum laude
Shell Oil Company 2012 - Present
Citi 2011 - 2012
EDF Trading (formerly Lehman Brothers) 2009 - 2011
Wells Fargo 2008 - 2009
Merrill Lynch 2007 - 2008
Education
Rice University
Master in Business Administration, Statistics, Marketing, Energy
Texas A&M University
Bachelor of Business Administration (B.B.A.), Finance, Global Business, 3.8 Overall GPA, magna cum laude
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank