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
Deena Schendlinger Deena Schendlinger's Merrill Lynch Experience January 2006 - April 2007
Job Senior Healthcare Consultant
Industry Hospital & Health Care
Experience
FluidEdge Consulting February 2015 - Present
The Abreon Group March 2012 - February 2015
Schendlinger Enterprises, LLC July 2011 - December 2013
Vitera Healthcare Solutions (A Former Division of Sage) October 2011 - March 2012
Bayada Nurses June 2010 - October 2011
Johns Hopkins University School of Medicine/Philadelphia College of Osteopathic Medicine April 2007 - June 2010
Northwestern Mutual January 2008 - September 2008
Merrill Lynch January 2006 - April 2007
Lincoln Center, Inc. May 2005 - December 2005
Walt Disney World Resort January 2004 - June 2004
Skills
Healthcare, Leadership, Microsoft Office, EHR, Coaching, Program Management, Event Planning, Project Management, Teaching, Consulting, Public Speaking, Management, Strategic Planning, Instructional Design, Software Implementation, Musical Theatre, Performing Arts, Adult Education, Event Management, Human Resources, Employee Training, Interviews, Staff Development, Change Management, Training Delivery, Arts Administration, Microsoft Excel, PowerPoint, Singing, Time Management, Organizational..., Leadership Development, Quality Assurance, Software Documentation, Budgets, Customer Service, Recruiting, Team Building, Nonprofits, Policy, Workshop Facilitation, Process Improvement, Employee Relations, Medical Education, Ambulatory Care, Home Care, Clinical Simulation, Personal Financial..., Virtual Teams, eLearning
Education
Rider University 2007 — 2008
Master's Degree, Accounting (candidate)
Westminster Choir College 2001 — 2005
B.M., Vocal Performance
Pompton Lakes High School 1998 — 2001
HS Diploma
FluidEdge Consulting February 2015 - Present
The Abreon Group March 2012 - February 2015
Schendlinger Enterprises, LLC July 2011 - December 2013
Vitera Healthcare Solutions (A Former Division of Sage) October 2011 - March 2012
Bayada Nurses June 2010 - October 2011
Johns Hopkins University School of Medicine/Philadelphia College of Osteopathic Medicine April 2007 - June 2010
Northwestern Mutual January 2008 - September 2008
Merrill Lynch January 2006 - April 2007
Lincoln Center, Inc. May 2005 - December 2005
Walt Disney World Resort January 2004 - June 2004
Skills
Healthcare, Leadership, Microsoft Office, EHR, Coaching, Program Management, Event Planning, Project Management, Teaching, Consulting, Public Speaking, Management, Strategic Planning, Instructional Design, Software Implementation, Musical Theatre, Performing Arts, Adult Education, Event Management, Human Resources, Employee Training, Interviews, Staff Development, Change Management, Training Delivery, Arts Administration, Microsoft Excel, PowerPoint, Singing, Time Management, Organizational..., Leadership Development, Quality Assurance, Software Documentation, Budgets, Customer Service, Recruiting, Team Building, Nonprofits, Policy, Workshop Facilitation, Process Improvement, Employee Relations, Medical Education, Ambulatory Care, Home Care, Clinical Simulation, Personal Financial..., Virtual Teams, eLearning
Education
Rider University 2007 — 2008
Master's Degree, Accounting (candidate)
Westminster Choir College 2001 — 2005
B.M., Vocal Performance
Pompton Lakes High School 1998 — 2001
HS Diploma
Alexander Jacob Alexander Jacob's Merrill Lynch Experience August 2004 - December 2004
Job Purchasing Agent at Kaplan Companies
Industry Construction
Experience
Kaplan Companies March 2014 - Present
PulteGroup January 2012 - March 2014
Pulte Group, Inc. January 2010 - January 2011
Pulte Group, Inc. December 2004 - January 2011
Merrill Lynch August 2004 - December 2004
Skills
Contract Negotiation, Construction Management, Homebuilding, Value Engineering, Construction, Contract Management, Contractors, Residential Homes, Purchasing, Budgets, Subcontracting, Negotiation, Procurement, Real Estate, Pre-construction, Team Building, Real Estate Development, Customer Service, Operations Management, Blueprint Reading, Selling, Building Materials, Customer Satisfaction, Forecasting, Project Planning, Process Improvement, Property Management, Microsoft Office, Management, Process Scheduler, Sales
Education
Rider University 2000 — 2004
Bachelors, Public Relations and Marketing
Kaplan Companies March 2014 - Present
PulteGroup January 2012 - March 2014
Pulte Group, Inc. January 2010 - January 2011
Pulte Group, Inc. December 2004 - January 2011
Merrill Lynch August 2004 - December 2004
Skills
Contract Negotiation, Construction Management, Homebuilding, Value Engineering, Construction, Contract Management, Contractors, Residential Homes, Purchasing, Budgets, Subcontracting, Negotiation, Procurement, Real Estate, Pre-construction, Team Building, Real Estate Development, Customer Service, Operations Management, Blueprint Reading, Selling, Building Materials, Customer Satisfaction, Forecasting, Project Planning, Process Improvement, Property Management, Microsoft Office, Management, Process Scheduler, Sales
Education
Rider University 2000 — 2004
Bachelors, Public Relations and Marketing
Dennis Berscak Dennis Berscak's Merrill Lynch Experience March 2015 - Present
Job Wealth Management Client Services
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
NDI Engineering May 2010 - June 2013
Skills
Online Advertising, Advertising, Display Advertising, Account Management, E-commerce, Customer Service, Microsoft Excel, Management
Education
Rider University
Merrill Lynch March 2015 - Present
NDI Engineering May 2010 - June 2013
Skills
Online Advertising, Advertising, Display Advertising, Account Management, E-commerce, Customer Service, Microsoft Excel, Management
Education
Rider University
Adam Prewitt Adam Prewitt's Merrill Lynch Experience March 2010 - October 2011
Job Account Manager at EGP Atlanta
Industry Business Supplies and Equipment
Experience
EGP Atlanta September 2015 - Present
Ink - connecting with travellers May 2015 - September 2015
Promove February 2012 - April 2015
Merrill Lynch March 2010 - October 2011
Skills
Commercial Real Estate, Property Management, Selling, Real Estate Transactions, Real Estate, Customer Service, Financial Services, Investments, Finance, Social Media, Marketing Strategy, Short Sales, Marketing, First Time Home Buyers, Financial Analysis, Portfolio Management, Sales
Education
Rider University
Bachelor's degree, Business/Commerce, General
EGP Atlanta September 2015 - Present
Ink - connecting with travellers May 2015 - September 2015
Promove February 2012 - April 2015
Merrill Lynch March 2010 - October 2011
Skills
Commercial Real Estate, Property Management, Selling, Real Estate Transactions, Real Estate, Customer Service, Financial Services, Investments, Finance, Social Media, Marketing Strategy, Short Sales, Marketing, First Time Home Buyers, Financial Analysis, Portfolio Management, Sales
Education
Rider University
Bachelor's degree, Business/Commerce, General
Carolyn Kaschak Carolyn Kaschak's Merrill Lynch Experience January 1999 - September 2003
Job Program Creator of Body ArchiteCK
Industry Health, Wellness and Fitness
Experience
Body ArchiteCK June 2014 - Present
Private Practice June 2007 - Present
Gold's Gym Lawrenceville NJ December 2004 - August 2008
The Monitor June 1984 - November 2004
Merrill Lynch January 1999 - September 2003
Skills
Fitness, Weight Training, Wellness, Personal Training, Strength Training, Fitness Training, Wellness Coaching, Sports, Lifestyle, Corporations, Exercise Physiology, Cardio, Yoga, Functional Training, Nutrition, Rehabilitation, Sports Nutrition, Athletics, Employee Wellness, Weight, Injury Prevention, Circuit Training, Endurance, Operant Conditioning, Kettlebells, Pilates, Athletic Training, Nutritional Counseling, Exercise Prescription, Lifestyle Coaching, Performance Enhancement, Strength & Conditioning
Education
Rider University 1980 — 1984
Bachelor of Arts, Journalism/Marketing
Body ArchiteCK June 2014 - Present
Private Practice June 2007 - Present
Gold's Gym Lawrenceville NJ December 2004 - August 2008
The Monitor June 1984 - November 2004
Merrill Lynch January 1999 - September 2003
Skills
Fitness, Weight Training, Wellness, Personal Training, Strength Training, Fitness Training, Wellness Coaching, Sports, Lifestyle, Corporations, Exercise Physiology, Cardio, Yoga, Functional Training, Nutrition, Rehabilitation, Sports Nutrition, Athletics, Employee Wellness, Weight, Injury Prevention, Circuit Training, Endurance, Operant Conditioning, Kettlebells, Pilates, Athletic Training, Nutritional Counseling, Exercise Prescription, Lifestyle Coaching, Performance Enhancement, Strength & Conditioning
Education
Rider University 1980 — 1984
Bachelor of Arts, Journalism/Marketing
Derek Parson Derek Parson's Merrill Lynch Experience October 2012 - February 2013
Job Assistant Project Manager at Simpson and Brown
Industry Construction
Experience
Simpson and Brown September 2014 - Present
Morgan Stanley Wealth Management April 2013 - April 2014
Merrill Lynch October 2012 - February 2013
Merrill Lynch July 2012 - September 2012
Merrill Lynch January 2012 - April 2012
Skills
Customer Service, Tax Research, Tax Reporting, Word, Customer Relations, Microsoft Office, PowerPoint, Excel, Series 7, Series 66, Bloomberg Terminal, Marketing Communications, Microsoft Excel, Management, Facebook
Education
University of Rhode Island 2007 — 2011
Bachelor of Science, Business Administration / Marketing
Bond University, Gold Coast 2009 — 2010
Rider University 2009 — 2009
The Pennington Prep School 2005 — 2007
Simpson and Brown September 2014 - Present
Morgan Stanley Wealth Management April 2013 - April 2014
Merrill Lynch October 2012 - February 2013
Merrill Lynch July 2012 - September 2012
Merrill Lynch January 2012 - April 2012
Skills
Customer Service, Tax Research, Tax Reporting, Word, Customer Relations, Microsoft Office, PowerPoint, Excel, Series 7, Series 66, Bloomberg Terminal, Marketing Communications, Microsoft Excel, Management, Facebook
Education
University of Rhode Island 2007 — 2011
Bachelor of Science, Business Administration / Marketing
Bond University, Gold Coast 2009 — 2010
Rider University 2009 — 2009
The Pennington Prep School 2005 — 2007
Gregory Procaccino Gregory Procaccino's Merrill Lynch Experience June 2011 - January 2013
Job Director Prudential Advisors
Industry Financial Services
Experience
Prudential Financial June 2015 - Present
MetLife January 2013 - Present
Merrill Lynch June 2011 - January 2013
MetLife November 2005 - June 2011
Merrill Lynch September 1997 - November 2005
Skills
Project Management, Insurance, Management, Project Planning, Corporate Communications, Marketing Strategy, Training, Leadership, Employee Benefits, Vendor Management, Strategy, Series 7, Mutual Funds, Recruiting, Investments, SDLC, Customer Service, Financial Services, Business Analysis, Strategic Planning, Business Development
Education
Rider University 1992 — 1996
BA, Public Relations, Business, Management, Marketing, and Related Support Services
Hamilton High School East 1988 — 1992
Prudential Financial June 2015 - Present
MetLife January 2013 - Present
Merrill Lynch June 2011 - January 2013
MetLife November 2005 - June 2011
Merrill Lynch September 1997 - November 2005
Skills
Project Management, Insurance, Management, Project Planning, Corporate Communications, Marketing Strategy, Training, Leadership, Employee Benefits, Vendor Management, Strategy, Series 7, Mutual Funds, Recruiting, Investments, SDLC, Customer Service, Financial Services, Business Analysis, Strategic Planning, Business Development
Education
Rider University 1992 — 1996
BA, Public Relations, Business, Management, Marketing, and Related Support Services
Hamilton High School East 1988 — 1992
Alehtee Taylor Alehtee Taylor's Merrill Lynch Experience August 2015 - Present
Job Project Analyst Alternative Investments Funds at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Lynch June 2014 - August 2015
Merrill Lynch March 2014 - May 2014
Cenlar FSB June 2013 - October 2013
Saint Joseph's University August 2012 - May 2013
Media Services, Saint Joseph’s University January 2011 - May 2013
Interactive Design Solutions May 2012 - July 2012
TD May 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Mortgage Banking, PowerPoint, Social Media, Research, Public Speaking, Customer Service, Facebook, Event Planning, Teamwork, Data Analysis, Leadership, Social Networking, Marketing, Market Research, Access, Financial Reporting, Digital Media
Education
Rider University 2015 — 2018
Master of Business Administration (MBA), Finance, General
Saint Joseph's University 2009 — 2013
Finance, Major: Finance, General Minor: English
Merrill Lynch August 2015 - Present
Merrill Lynch June 2014 - August 2015
Merrill Lynch March 2014 - May 2014
Cenlar FSB June 2013 - October 2013
Saint Joseph's University August 2012 - May 2013
Media Services, Saint Joseph’s University January 2011 - May 2013
Interactive Design Solutions May 2012 - July 2012
TD May 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Mortgage Banking, PowerPoint, Social Media, Research, Public Speaking, Customer Service, Facebook, Event Planning, Teamwork, Data Analysis, Leadership, Social Networking, Marketing, Market Research, Access, Financial Reporting, Digital Media
Education
Rider University 2015 — 2018
Master of Business Administration (MBA), Finance, General
Saint Joseph's University 2009 — 2013
Finance, Major: Finance, General Minor: English
Cyndi Walker's Merrill Lynch Experience January 2004 - December 2008
Job Vice President at Bank of America(Merrill Lynch)
Industry Financial Services
Experience
Bank of America June 2012 - Present
Bank of America January 2009 - May 2012
Merrill Lynch January 2004 - December 2008
Merrill Lynch January 2000 - December 2003
Merrill Lynch January 1997 - December 1999
Merrill Lynch December 1988 - December 1996
Skills
Wealth Management, Portfolio Management, Series 7, Investments, Philanthropy, Equities
Education
Rider University 1984 — 1988
Bachelor of Commerce (B.Com.), Finance, General
ABA National Trust School
Highland park
Highland park
Bank of America June 2012 - Present
Bank of America January 2009 - May 2012
Merrill Lynch January 2004 - December 2008
Merrill Lynch January 2000 - December 2003
Merrill Lynch January 1997 - December 1999
Merrill Lynch December 1988 - December 1996
Skills
Wealth Management, Portfolio Management, Series 7, Investments, Philanthropy, Equities
Education
Rider University 1984 — 1988
Bachelor of Commerce (B.Com.), Finance, General
ABA National Trust School
Highland park
Highland park
Gail Gross Gail Gross's Merrill Lynch Experience September 2007 - December 2009
Job Director, Affluent Brand and Client Programs at Bank of America
Industry Banking
Experience
Bank of America September 2012 - Present
Bank of America January 2010 - September 2012
Merrill Lynch September 2007 - December 2009
Merrill Lynch April 2005 - September 2007
Bloomberg July 1997 - March 2005
Merrill Lynch April 1993 - July 1997
Skills
Series 7, Integrated Marketing, Series 24, Financial Services
Education
Rider University 1990 — 1993
Marketing
Bank of America September 2012 - Present
Bank of America January 2010 - September 2012
Merrill Lynch September 2007 - December 2009
Merrill Lynch April 2005 - September 2007
Bloomberg July 1997 - March 2005
Merrill Lynch April 1993 - July 1997
Skills
Series 7, Integrated Marketing, Series 24, Financial Services
Education
Rider University 1990 — 1993
Marketing
Anthony Sapio CRPC®, CRPS®'s Merrill Lynch Experience October 2010 - Present
Job Assistant Vice President, Internal Retirement Plan Specialist
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Merrill Lynch October 2006 - October 2010
Skills
Series 7, 401k, Asset Allocation, Financial Advisory, Retirement Plan..., Retirement Planning, Wealth Management, Uniform Combined State..., Retirement, Mutual Funds, Fixed Income, Investment Advisory, Pensions, FINRA, Securities, Investment Strategies, Investments, Series 63, Alternative Investments
Education
Rider University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Merrill Lynch October 2010 - Present
Merrill Lynch October 2006 - October 2010
Skills
Series 7, 401k, Asset Allocation, Financial Advisory, Retirement Plan..., Retirement Planning, Wealth Management, Uniform Combined State..., Retirement, Mutual Funds, Fixed Income, Investment Advisory, Pensions, FINRA, Securities, Investment Strategies, Investments, Series 63, Alternative Investments
Education
Rider University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Francesca Milde's Merrill Lynch Experience January 1997 - March 2000
Job Compliance Consultant at Oppenheimer Asset Management Inc.
Industry Investment Management
Experience
Oppenheimer Asset Management Co. November 2014 - Present
Cohen Klingenstein LLC February 2005 - March 2015
Cohen Klingenstein & Marks LLC March 2000 - February 2005
Merrill Lynch January 1997 - March 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Editing
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1986
Bachelor of Arts (B.A.), Economics with CPA Option
Rider University 1981 — 1983
Accounting
Oppenheimer Asset Management Co. November 2014 - Present
Cohen Klingenstein LLC February 2005 - March 2015
Cohen Klingenstein & Marks LLC March 2000 - February 2005
Merrill Lynch January 1997 - March 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Editing
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1986
Bachelor of Arts (B.A.), Economics with CPA Option
Rider University 1981 — 1983
Accounting
Debbie McCandless Debbie McCandless's Merrill Lynch Experience February 2014 - October 2014
Job Auditor Trainee at Division Of Taxation
Industry Financial Services
Experience
Division Of Taxation October 2014 - Present
Merrill Lynch February 2014 - October 2014
Merrill Lynch July 2011 - February 2014
Merrill Lynch July 2007 - July 2011
Skills
JMP, Visio, Microsoft Excel, Quality Center, Data Analysis, Employee Training, Project Planning, Project Delivery, Analytics, Regression Testing, System Testing, Usability Testing, Metrics Reporting, Dashboard Metrics, Data Quality, Building Relationships, Vendor Relationships, Customer Service, Risk Management, Banking, Financial Analysis, Investments, Portfolio Management, Process Improvement, Leadership
Education
Rider University 2011 — 2013
Bachelor of Science (B.S.), Accounting
Rider University 2003 — 2007
Bachelor of Science (B.S.), Business Adminstration
Division Of Taxation October 2014 - Present
Merrill Lynch February 2014 - October 2014
Merrill Lynch July 2011 - February 2014
Merrill Lynch July 2007 - July 2011
Skills
JMP, Visio, Microsoft Excel, Quality Center, Data Analysis, Employee Training, Project Planning, Project Delivery, Analytics, Regression Testing, System Testing, Usability Testing, Metrics Reporting, Dashboard Metrics, Data Quality, Building Relationships, Vendor Relationships, Customer Service, Risk Management, Banking, Financial Analysis, Investments, Portfolio Management, Process Improvement, Leadership
Education
Rider University 2011 — 2013
Bachelor of Science (B.S.), Accounting
Rider University 2003 — 2007
Bachelor of Science (B.S.), Business Adminstration
Daniel Seminara's Merrill Lynch Experience May 2013 - August 2013
Job Trust Officer at U.S. Trust
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Accounting, HTML
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2014
Bachelor of Science (BS), Finance, General
Rider University 2009 — 2011
Actuarial Science and Finance
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Accounting, HTML
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2014
Bachelor of Science (BS), Finance, General
Rider University 2009 — 2011
Actuarial Science and Finance
Francesco Rose Francesco Rose's Merrill Lynch Experience April 1999 - September 2000
Job Compliance Surveillance Analyst Market Conduct
Industry Financial Services
Experience
UBS Financial Svc Inc November 2013 - Present
MetLife January 2009 - November 2013
MetLife Broker Dealer Group October 2007 - January 2009
The Concord Equity Group October 2003 - May 2007
Futureshare Financial LLC September 2000 - May 2002
Merrill Lynch April 1999 - September 2000
UPS September 1997 - April 1999
Skills
Fixed Income, Mutual Funds, Series 7, Series 63, FINRA, Equity Trading, Microsoft Office, Series 24, Bloomberg Terminal, Series 55, Customer relationship..., Thomson One, Knight Bond Point, Bond Desk, Municenter, Fixed Income Trading, Fixed Income Products, Organizational..., Operations Management, Diligent, Highly motivated..., Energetic Leader, Time Management, High level of initiative, Close Attention to..., Oral & Written..., Business Relationship..., Creative Writer, Analytical Skills, Team Leadership, Building Effective..., Effective written and..., Attention to detail, Innovative thinker
Education
Rider University 1993 — 1995
Bachelors of Science, Business Management
UBS Financial Svc Inc November 2013 - Present
MetLife January 2009 - November 2013
MetLife Broker Dealer Group October 2007 - January 2009
The Concord Equity Group October 2003 - May 2007
Futureshare Financial LLC September 2000 - May 2002
Merrill Lynch April 1999 - September 2000
UPS September 1997 - April 1999
Skills
Fixed Income, Mutual Funds, Series 7, Series 63, FINRA, Equity Trading, Microsoft Office, Series 24, Bloomberg Terminal, Series 55, Customer relationship..., Thomson One, Knight Bond Point, Bond Desk, Municenter, Fixed Income Trading, Fixed Income Products, Organizational..., Operations Management, Diligent, Highly motivated..., Energetic Leader, Time Management, High level of initiative, Close Attention to..., Oral & Written..., Business Relationship..., Creative Writer, Analytical Skills, Team Leadership, Building Effective..., Effective written and..., Attention to detail, Innovative thinker
Education
Rider University 1993 — 1995
Bachelors of Science, Business Management
Chris Hackett Chris Hackett's Merrill Lynch Experience 1983 - 2000
Job Director at SEI Investments
Industry Accounting
Experience
SEI Investments Director of Accounting/OperationsSEI2005 - Present
State Street January 2001 - May 2005
Merrill Lynch Investment Managers May 1983 - December 2000
Merrill Lynch 1983 - 2000
Education
Rider University 1989 — 1994
Accounting
SEI Investments Director of Accounting/OperationsSEI2005 - Present
State Street January 2001 - May 2005
Merrill Lynch Investment Managers May 1983 - December 2000
Merrill Lynch 1983 - 2000
Education
Rider University 1989 — 1994
Accounting
Cindy de Leon's Merrill Lynch Experience December 2007 - August 2009
Job Personal Banker
Industry Banking
Experience
Bank of America Merrill Lynch January 2015 - Present
Victorias Secret Stores January 2012 - January 2015
Merrill Lynch December 2007 - August 2009
Gap Inc./Gap January 2006 - December 2007
Ann Taylor August 2003 - January 2006
Skills
Retail, Customer Service, Sales, Visual Merchandising, Retail Sales, Fashion, Store Operations, Merchandising, Profit, Driving Results, Store Management, Loss Prevention, Management, Hiring, Inventory Management, New Store Openings
Education
Rider University 2003 — 2006
Finance, Accounting, Finance, Global Business, French
Bank of America Merrill Lynch January 2015 - Present
Victorias Secret Stores January 2012 - January 2015
Merrill Lynch December 2007 - August 2009
Gap Inc./Gap January 2006 - December 2007
Ann Taylor August 2003 - January 2006
Skills
Retail, Customer Service, Sales, Visual Merchandising, Retail Sales, Fashion, Store Operations, Merchandising, Profit, Driving Results, Store Management, Loss Prevention, Management, Hiring, Inventory Management, New Store Openings
Education
Rider University 2003 — 2006
Finance, Accounting, Finance, Global Business, French
Gabriel Brun, CPA's Merrill Lynch Experience May 2004 - August 2007
Job Sr Financial Analyst at Johnson & Johnson
Industry Financial Services
Experience
Johnson & Johnson August 2010 - Present
Lucky Brand Jeans September 2009 - August 2010
PwC August 2007 - August 2009
Merrill Lynch May 2004 - August 2007
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Financial Modeling, Forecasting, Sarbanes-Oxley Act, Accounting, Internal Controls, Hyperion Enterprise, Essbase, Strategic Financial..., Auditing, Finance, Financial Forecasting, Managerial Finance, Cost Accounting, Account Reconciliation, Financial Planning
Education
Rider University 2006 — 2009
Master's degree, Accounting
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Finance
Johnson & Johnson August 2010 - Present
Lucky Brand Jeans September 2009 - August 2010
PwC August 2007 - August 2009
Merrill Lynch May 2004 - August 2007
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Financial Modeling, Forecasting, Sarbanes-Oxley Act, Accounting, Internal Controls, Hyperion Enterprise, Essbase, Strategic Financial..., Auditing, Finance, Financial Forecasting, Managerial Finance, Cost Accounting, Account Reconciliation, Financial Planning
Education
Rider University 2006 — 2009
Master's degree, Accounting
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Finance
Colleen Jones's Merrill Lynch Experience 2002 - 2006
Job Recruiting top Shared Services talent to the industry's leading biopharma company
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb, Princeton, New Jersey December 2011 - Present
Bank of America February 2010 - November 2011
Unisys January 2007 - September 2009
Merrill Lynch 2002 - 2006
Arthur Andersen Business Consulting April 2001 - April 2002
Spherion 1996 - 2001
Skills
Talent Acquisition, Talent Management, Succession Planning, Hiring, Manufacturing, Recruiting, Management, College Recruiting, Applicant Tracking..., Onboarding, Sourcing, Technical Recruiting, Internet Recruiting, Interviews, Workforce Planning, Executive Search, Temporary Staffing, Human Resources, Temporary Placement, Benefits Negotiation, Staffing Services, Employer Branding
Education
Rider University 1987 — 1991
BA, Elementary Ed, Fine Arts
Bristol-Myers Squibb, Princeton, New Jersey December 2011 - Present
Bank of America February 2010 - November 2011
Unisys January 2007 - September 2009
Merrill Lynch 2002 - 2006
Arthur Andersen Business Consulting April 2001 - April 2002
Spherion 1996 - 2001
Skills
Talent Acquisition, Talent Management, Succession Planning, Hiring, Manufacturing, Recruiting, Management, College Recruiting, Applicant Tracking..., Onboarding, Sourcing, Technical Recruiting, Internet Recruiting, Interviews, Workforce Planning, Executive Search, Temporary Staffing, Human Resources, Temporary Placement, Benefits Negotiation, Staffing Services, Employer Branding
Education
Rider University 1987 — 1991
BA, Elementary Ed, Fine Arts
Andrea O'Neal Andrea O'Neal's Merrill Lynch Experience January 2004 - December 2008
Job State Coordinator for Project LAUNCH New Jersey at Early Childhood Services NJ Department of Children & Families
Industry Nonprofit Organization Management
Experience
Early Childhood Services - New Jersey Department of Children & Families January 2014 - Present
Kids Corporation II February 2010 - December 2013
Raheem Brock Foundation October 2012 - May 2013
SAFE in Hunterdon July 2009 - October 2012
Merrill Lynch January 2004 - December 2008
Skills
Leadership, Event Management, Leadership Development, Strategic Planning, Philanthropy, Project Management, Non-profits, Fundraising, Public Speaking, Community Outreach, Grant Writing, Program Development, Event Planning, Program Management, Social Media, Teaching, Volunteer Management, Nonprofits, Marketing, Social Media Marketing, Customer Service, Grants, Healthcare, Management, Public Relations, Community Development, Social Networking
Education
Rutgers University - Graduate School of Public Affairs and Administration 2015 — 2017
Executive Master of Public Administration (EMPA), Public Administration and Social Service Professions
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2014
Mini-MBA, Social Media for Non Profit Leaders and Public Officials
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Certification in Nonprofit Leadership and Management, Nonprofit Management
Rider University 1999 — 2003
BA, Social Science and Psychology
Early Childhood Services - New Jersey Department of Children & Families January 2014 - Present
Kids Corporation II February 2010 - December 2013
Raheem Brock Foundation October 2012 - May 2013
SAFE in Hunterdon July 2009 - October 2012
Merrill Lynch January 2004 - December 2008
Skills
Leadership, Event Management, Leadership Development, Strategic Planning, Philanthropy, Project Management, Non-profits, Fundraising, Public Speaking, Community Outreach, Grant Writing, Program Development, Event Planning, Program Management, Social Media, Teaching, Volunteer Management, Nonprofits, Marketing, Social Media Marketing, Customer Service, Grants, Healthcare, Management, Public Relations, Community Development, Social Networking
Education
Rutgers University - Graduate School of Public Affairs and Administration 2015 — 2017
Executive Master of Public Administration (EMPA), Public Administration and Social Service Professions
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2014
Mini-MBA, Social Media for Non Profit Leaders and Public Officials
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Certification in Nonprofit Leadership and Management, Nonprofit Management
Rider University 1999 — 2003
BA, Social Science and Psychology
Camille Hernandez-Burt's Merrill Lynch Experience September 2003 - August 2006
Job Financial Services Representative at Jaraiedi Financial an office of MetLife
Industry Financial Services
Experience
Jaraiedi Financial an office of MetLife August 2014 - Present
PNC Bank July 2009 - July 2014
Ameriprise Financial Services, Inc. August 2006 - November 2008
Merrill Lynch September 2003 - August 2006
Skills
Series 7, Notary Public, series 66, NJ Insurance (Life,...
Education
Rider University 2002 — 2003
The University of New Mexico 1999 — 2002
Business Administration
Jaraiedi Financial an office of MetLife August 2014 - Present
PNC Bank July 2009 - July 2014
Ameriprise Financial Services, Inc. August 2006 - November 2008
Merrill Lynch September 2003 - August 2006
Skills
Series 7, Notary Public, series 66, NJ Insurance (Life,...
Education
Rider University 2002 — 2003
The University of New Mexico 1999 — 2002
Business Administration
Elyse J Evert Elyse J Evert's Merrill Lynch Experience 1996 - October 1997
Job Sr Business Continuity Specialist at Chubb & Son
Industry Insurance
Experience
Chubb & Son August 2000 - Present
MetLife October 1997 - August 2000
Merrill Lynch 1996 - October 1997
Skills
Business Continuity, Project Management, Risk Management, Process Improvement, Visio, Change Management, SDLC, Insurance, Disaster Recovery, Vendor Management, Business Continuity..., Business Analysis, IT Strategy, IT Management
Education
Rider University 1991 — 1995
BS, Business Management & Organizational Behavior
Chubb & Son August 2000 - Present
MetLife October 1997 - August 2000
Merrill Lynch 1996 - October 1997
Skills
Business Continuity, Project Management, Risk Management, Process Improvement, Visio, Change Management, SDLC, Insurance, Disaster Recovery, Vendor Management, Business Continuity..., Business Analysis, IT Strategy, IT Management
Education
Rider University 1991 — 1995
BS, Business Management & Organizational Behavior
Gregory Weiss Gregory Weiss's Merrill Lynch Experience September 2006 - July 2010
Job Head of Business Development for Advice & Platforms at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2013 - Present
UBS Wealth Management November 2011 - October 2013
UBS Wealth Management August 2010 - November 2011
Merrill Lynch September 2006 - July 2010
Merrill Lynch August 2004 - August 2006
Merrill Lynch January 2003 - August 2004
Merrill Lynch April 2001 - January 2003
Merrill Lynch August 1999 - April 2001
Merrill Lynch July 1997 - August 1999
Skills
Strategic Financial..., Strategy, Strategic Planning, Portfolio Management, Business Development, Product Development, Valuation, Asset Allocation, Options, Financial Services, Retail, Executive Management, Marketing, Business Planning, Financial Modeling, Relationship Management, Investments, Analytics, Fixed Income, Financial Analysis, Competitive Analysis, Wealth Management, Risk Management, Six Sigma, Asset Management, Pricing, Banking, Program Management, Series 7, Financial Advisory, Retirement, Series 63, Uniform Combined State..., Due Diligence, Wealth Management..., Leadership, Alternative Investments, Business Transformation, Equities, Capital Markets, Investment Advisory, Management, Private Equity, Mutual Funds, Investment Management, Securities, Hedge Funds, Investment Strategies, Corporate Finance, Mergers & Acquisitions
Education
Rider University 1999 — 2003
MBA, Finance
Rutgers University-New Brunswick 1993 — 1997
BA, Economics
UBS Wealth Management October 2013 - Present
UBS Wealth Management November 2011 - October 2013
UBS Wealth Management August 2010 - November 2011
Merrill Lynch September 2006 - July 2010
Merrill Lynch August 2004 - August 2006
Merrill Lynch January 2003 - August 2004
Merrill Lynch April 2001 - January 2003
Merrill Lynch August 1999 - April 2001
Merrill Lynch July 1997 - August 1999
Skills
Strategic Financial..., Strategy, Strategic Planning, Portfolio Management, Business Development, Product Development, Valuation, Asset Allocation, Options, Financial Services, Retail, Executive Management, Marketing, Business Planning, Financial Modeling, Relationship Management, Investments, Analytics, Fixed Income, Financial Analysis, Competitive Analysis, Wealth Management, Risk Management, Six Sigma, Asset Management, Pricing, Banking, Program Management, Series 7, Financial Advisory, Retirement, Series 63, Uniform Combined State..., Due Diligence, Wealth Management..., Leadership, Alternative Investments, Business Transformation, Equities, Capital Markets, Investment Advisory, Management, Private Equity, Mutual Funds, Investment Management, Securities, Hedge Funds, Investment Strategies, Corporate Finance, Mergers & Acquisitions
Education
Rider University 1999 — 2003
MBA, Finance
Rutgers University-New Brunswick 1993 — 1997
BA, Economics
Frank Gramlich, CFA Frank Gramlich, CFA's Merrill Lynch Experience May 2012 - Present
Job Senior Product Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Merrill Lynch January 2010 - June 2012
Bank of America June 2002 - January 2010
Merrill Lynch 2002 - 2008
Skills
Series 7, Series 66, Series 9, Series 10, CFA, Excel, SQL, SAS, VBA, ASP, Six Sigma, Access, Auditing, Mutual Funds, Internal Audit, Investment Advisory
Education
Rider University 2003 — 2006
MBA, Finance
Rider University 1998 — 2002
BS, Computer Info Systems
Merrill Lynch May 2012 - Present
Merrill Lynch January 2010 - June 2012
Bank of America June 2002 - January 2010
Merrill Lynch 2002 - 2008
Skills
Series 7, Series 66, Series 9, Series 10, CFA, Excel, SQL, SAS, VBA, ASP, Six Sigma, Access, Auditing, Mutual Funds, Internal Audit, Investment Advisory
Education
Rider University 2003 — 2006
MBA, Finance
Rider University 1998 — 2002
BS, Computer Info Systems
Devoncia Martin Devoncia Martin's Merrill Lynch Experience June 2013 - Present
Job Officer, GWIM Sr. Operations Rep at Merrill Lynch
Industry Executive Office
Experience
Merrill Lynch June 2013 - Present
IntegriChain April 2012 - June 2013
TD Bank Group July 2011 - April 2012
Rider University September 2009 - May 2011
St. Lawrence Rehabilitation Center September 2010 - December 2010
Skills
Microsoft Office, Team Leadership, Teamwork, Outlook, Customer Service, Data Analysis, Quality Assurance, Quality Control, Research
Education
Rider University 2007 — 2011
Bachelor of Science, Business Administration, Health Administration
Merrill Lynch June 2013 - Present
IntegriChain April 2012 - June 2013
TD Bank Group July 2011 - April 2012
Rider University September 2009 - May 2011
St. Lawrence Rehabilitation Center September 2010 - December 2010
Skills
Microsoft Office, Team Leadership, Teamwork, Outlook, Customer Service, Data Analysis, Quality Assurance, Quality Control, Research
Education
Rider University 2007 — 2011
Bachelor of Science, Business Administration, Health Administration
Ed Whited's Merrill Lynch Experience February 1993 - May 2001
Job Dir. of Business Development covering IL & NW Indiana for the Principal Financial Group / MLB Player's Alumni Assoc.
Industry Financial Services
Experience
Principal Financial Group October 2011 - Present
Standard Insurance Company October 2009 - July 2011
The Standard Retirement Plans Group 2009 - June 2011
Fred Alger Management June 2004 - January 2009
Fred Alger Mgmt 2001 - June 2004
Merrill Lynch February 1993 - May 2001
Skills
Retirement, Asset Allocation, Mutual Funds, Financial Services, Pensions, Marketing, Sales, Selling, Asset Management, Employee Benefits, Financial Advisory, Separately Managed..., Business Development, 401k
Education
Rider University 1982 — 1986
bachelor of Science, Finance
Principal Financial Group October 2011 - Present
Standard Insurance Company October 2009 - July 2011
The Standard Retirement Plans Group 2009 - June 2011
Fred Alger Management June 2004 - January 2009
Fred Alger Mgmt 2001 - June 2004
Merrill Lynch February 1993 - May 2001
Skills
Retirement, Asset Allocation, Mutual Funds, Financial Services, Pensions, Marketing, Sales, Selling, Asset Management, Employee Benefits, Financial Advisory, Separately Managed..., Business Development, 401k
Education
Rider University 1982 — 1986
bachelor of Science, Finance
Dan Rispoli Dan Rispoli's Merrill Lynch Experience January 2012 - October 2013
Job Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2013 - Present
Merrill Lynch January 2012 - October 2013
Merrill Lynch August 2006 - January 2012
Skills
Quantitative Analytics, Six Sigma, Transition Management, System Testing, Project Management, Microsoft Excel, Microsoft Office, Securities, Private Equity, Fund Of Funds, Investment Management, Business Analysis, Hedge Funds, Analysis, Financial Analysis, Risk Management, Alternative Investments, Equities, Fixed Income, Investments, Investment Banking, Emerging Markets, Structured Products, Options, Mutual Funds, Wealth Management, Wealth Management..., Trading Systems, Financial Services, Asset Allocation, Investment Strategies, ETFs, Trading
Education
Rider University 2002 — 2005
Bachelor of Science (BS), International Relations and Affairs
Deutsche Bank October 2013 - Present
Merrill Lynch January 2012 - October 2013
Merrill Lynch August 2006 - January 2012
Skills
Quantitative Analytics, Six Sigma, Transition Management, System Testing, Project Management, Microsoft Excel, Microsoft Office, Securities, Private Equity, Fund Of Funds, Investment Management, Business Analysis, Hedge Funds, Analysis, Financial Analysis, Risk Management, Alternative Investments, Equities, Fixed Income, Investments, Investment Banking, Emerging Markets, Structured Products, Options, Mutual Funds, Wealth Management, Wealth Management..., Trading Systems, Financial Services, Asset Allocation, Investment Strategies, ETFs, Trading
Education
Rider University 2002 — 2005
Bachelor of Science (BS), International Relations and Affairs
Hetal Mistry's Merrill Lynch Experience January 2006 - March 2010
Job Human Resources Manager at Synchrony Financial GE Capital Retail Finance
Industry Financial Services
Experience
GE Capital October 2014 - Present
Robert Wood Johnson University Hospital December 2011 - October 2014
Robert Wood Johnson University Hospital May 2010 - December 2011
Merrill Lynch January 2006 - March 2010
15W PHARMACY/A-MED SURGICAL SUPPLY June 2003 - December 2006
Skills
Onboarding, Benefits Administration, Job Fairs, Career Development, Social Networking, Job Descriptions, Employee Recognition, Behavioral Interviewing, Labor Relations, Employee Relations, Coaching, recruitment, Lean, Lean Manufacturing, Applicant Tracking..., Payroll, Human Resources, Employee Benefits, Training, Recruiting, Healthcare, Management, Performance Management, Talent Management
Education
Rider University 2002 — 2006
BS, Business Administration and Human Resource Management
GE Capital October 2014 - Present
Robert Wood Johnson University Hospital December 2011 - October 2014
Robert Wood Johnson University Hospital May 2010 - December 2011
Merrill Lynch January 2006 - March 2010
15W PHARMACY/A-MED SURGICAL SUPPLY June 2003 - December 2006
Skills
Onboarding, Benefits Administration, Job Fairs, Career Development, Social Networking, Job Descriptions, Employee Recognition, Behavioral Interviewing, Labor Relations, Employee Relations, Coaching, recruitment, Lean, Lean Manufacturing, Applicant Tracking..., Payroll, Human Resources, Employee Benefits, Training, Recruiting, Healthcare, Management, Performance Management, Talent Management
Education
Rider University 2002 — 2006
BS, Business Administration and Human Resource Management
Christine Pollock Christine Pollock's Merrill Lynch Experience April 2008 - October 2012
Job CFP® Relationship Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2013 - Present
Merrill Lynch April 2008 - October 2012
Merrill Lynch March 2004 - April 2008
Merrill Lynch July 1996 - March 2004
Skills
Series 7, Equities, Series 63, Wealth Management, Mutual Funds, Investments, Securities, Retirement Planning, Asset Allocation, Uniform Combined State...
Education
Rider University
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida
John Hancock Financial Services January 2013 - Present
Merrill Lynch April 2008 - October 2012
Merrill Lynch March 2004 - April 2008
Merrill Lynch July 1996 - March 2004
Skills
Series 7, Equities, Series 63, Wealth Management, Mutual Funds, Investments, Securities, Retirement Planning, Asset Allocation, Uniform Combined State...
Education
Rider University
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida
Caitlin Smajda Caitlin Smajda's Merrill Lynch Experience August 2014 - Present
Job Vice President at Merrill Lynch
Industry Writing and Editing
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch June 2013 - August 2014
Merrill Lynch May 2012 - June 2013
Frank M. Vaccaro & Associates May 2010 - May 2012
Journal of the Franklin Institute May 2009 - September 2009
Skills
Editorial, Public Speaking, Event Management, Employee Benefits, Copy Editing, Project Management, Marketing, Marketing Strategy, Marketing Communications, Copywriting, Blogging, Newsletters, Social Media, Press Releases, Investments, Editing, Microsoft Office, Strategic Planning, Wealth Management, Finance
Education
Rider University 2014 — 2018
Master of Business Administration (MBA)
Saint Joseph's University 2006 — 2010
BA, English Literature
Council Rock High School 2002 — 2006
Merrill Lynch August 2014 - Present
Merrill Lynch June 2013 - August 2014
Merrill Lynch May 2012 - June 2013
Frank M. Vaccaro & Associates May 2010 - May 2012
Journal of the Franklin Institute May 2009 - September 2009
Skills
Editorial, Public Speaking, Event Management, Employee Benefits, Copy Editing, Project Management, Marketing, Marketing Strategy, Marketing Communications, Copywriting, Blogging, Newsletters, Social Media, Press Releases, Investments, Editing, Microsoft Office, Strategic Planning, Wealth Management, Finance
Education
Rider University 2014 — 2018
Master of Business Administration (MBA)
Saint Joseph's University 2006 — 2010
BA, English Literature
Council Rock High School 2002 — 2006
Charles A. Pratt, Jr Charles A. Pratt, Jr's Merrill Lynch Experience September 2000 - September 2004
Job M&T Bank (Wilmington Trust)
Industry Information Technology and Services
Experience
M&T Bank October 2012 - Present
ADP January 2008 - March 2012
Accume Partners September 2004 - December 2007
Merrill Lynch September 2000 - September 2004
Johnson & Johnson 1985 - 1987
Skills
IT Audit, Enterprise Risk..., CISA, COBIT, Financial Risk, Auditing, Banking, Risk Management, Risk Assessment, Process Improvement, Accounting, Security, SAS70, Financial Analysis, Sarbanes-Oxley Act, Mergers, Internal Audit, Information Security, Financial Audits, Finance, External Audit, Due Diligence, Disaster Recovery, Information Technology
Education
Rider University
Bachelor of Science (BS), Accounting and Computer Science
M&T Bank October 2012 - Present
ADP January 2008 - March 2012
Accume Partners September 2004 - December 2007
Merrill Lynch September 2000 - September 2004
Johnson & Johnson 1985 - 1987
Skills
IT Audit, Enterprise Risk..., CISA, COBIT, Financial Risk, Auditing, Banking, Risk Management, Risk Assessment, Process Improvement, Accounting, Security, SAS70, Financial Analysis, Sarbanes-Oxley Act, Mergers, Internal Audit, Information Security, Financial Audits, Finance, External Audit, Due Diligence, Disaster Recovery, Information Technology
Education
Rider University
Bachelor of Science (BS), Accounting and Computer Science
Charles Kesler Charles Kesler's Merrill Lynch Experience July 1991 - June 1999
Job Senior Managing Director at Mesirow Financial, Inc.
Industry Financial Services
Experience
Mesirow Financial, Inc. December 2010 - Present
Mesirow Financial, Inc. March 2003 - December 2010
ABN AMRO Bank N.V. June 1999 - March 2003
Merrill Lynch July 1991 - June 1999
Skills
Regulatory Reporting, SEC Regulations, FINRA Regulations, FOCUS Reporting, Customer Reserve 15c3-3, Net Capital 15c3-1, Regulatory Compliance, Inventory Haircuts, Regulatory Capital Risk, Broker-Dealer, Risk Management, Financial Accounting, Capital Markets, Financial Analysis, Finance, Bloomberg
Education
Rider University 1988 — 1991
Bachelor's Degree, Finance w/ concentration in Business Law
Mesirow Financial, Inc. December 2010 - Present
Mesirow Financial, Inc. March 2003 - December 2010
ABN AMRO Bank N.V. June 1999 - March 2003
Merrill Lynch July 1991 - June 1999
Skills
Regulatory Reporting, SEC Regulations, FINRA Regulations, FOCUS Reporting, Customer Reserve 15c3-3, Net Capital 15c3-1, Regulatory Compliance, Inventory Haircuts, Regulatory Capital Risk, Broker-Dealer, Risk Management, Financial Accounting, Capital Markets, Financial Analysis, Finance, Bloomberg
Education
Rider University 1988 — 1991
Bachelor's Degree, Finance w/ concentration in Business Law
Andrea Melia Andrea Melia's Merrill Lynch Experience October 1992 - September 2006
Job Head of Fund Accounting Oversight at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management September 2009 - Present
BlackRock September 2006 - August 2009
Merrill Lynch October 1992 - September 2006
Skills
Mutual Funds, Asset Management, Equities, Accounting, Fund Accounting, Fund Administration, Fixed Income, Investments, Fund Of Funds, Financial Services, Bloomberg, Alternative Investments, Investment Management, Hedge Funds, Securities
Education
Rider University 1994 — 1996
MBA, Finance concentration
University of Scranton 1987 — 1991
BS, Accounting
Aberdeen Asset Management September 2009 - Present
BlackRock September 2006 - August 2009
Merrill Lynch October 1992 - September 2006
Skills
Mutual Funds, Asset Management, Equities, Accounting, Fund Accounting, Fund Administration, Fixed Income, Investments, Fund Of Funds, Financial Services, Bloomberg, Alternative Investments, Investment Management, Hedge Funds, Securities
Education
Rider University 1994 — 1996
MBA, Finance concentration
University of Scranton 1987 — 1991
BS, Accounting
David Mallozzi David Mallozzi's Merrill Lynch Experience October 2003 - August 2008
Job Webcast Technician at VZTV
Industry Broadcast Media
Experience
Verizon August 2008 - Present
Merrill Lynch October 2003 - August 2008
Nancy Glass Productions August 2002 - December 2002
Sovereign Bank Arena January 2001 - April 2001
Skills
Television, Video, Video Production, Broadcast, Video Editing, Final Cut Pro
Education
Rider University 1999 — 2003
BA, Radio & TV Production
Verizon August 2008 - Present
Merrill Lynch October 2003 - August 2008
Nancy Glass Productions August 2002 - December 2002
Sovereign Bank Arena January 2001 - April 2001
Skills
Television, Video, Video Production, Broadcast, Video Editing, Final Cut Pro
Education
Rider University 1999 — 2003
BA, Radio & TV Production
Brett Walsh, CIMA® Brett Walsh, CIMA®'s Merrill Lynch Experience November 2002 - February 2005
Job Head of Advisor Services at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
BlackRock October 2006 - May 2014
Merrill Lynch Investment Managers 2005 - 2006
Merrill Lynch November 2002 - February 2005
Merrill Lynch March 2000 - November 2002
Skills
Variable Annuities, Investments, Financial Services, Mutual Funds
Education
Rider University 2006 — 2009
MBA, Finance
Rider University
BA
Salisbury University
BlackRock May 2014 - Present
BlackRock October 2006 - May 2014
Merrill Lynch Investment Managers 2005 - 2006
Merrill Lynch November 2002 - February 2005
Merrill Lynch March 2000 - November 2002
Skills
Variable Annuities, Investments, Financial Services, Mutual Funds
Education
Rider University 2006 — 2009
MBA, Finance
Rider University
BA
Salisbury University
Eric Seremeta's Merrill Lynch Experience 1998 - 2006
Job Director, Sales Strategy at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock November 2008 - December 2013
BlackRock October 2006 - November 2008
Merrill Lynch 1998 - 2006
Skills
Mutual Funds, Financial Advisory, Series 7, Alternative Investments, Asset Management, Fixed Income, Uniform Combined State..., Wealth Management, Asset Allocation, Equities, Securities, Series 24
Education
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA®, Finance
Rider University 1996 — 2003
BA & MBA, Finance, Business Admin
Industry Designations
Industry Designations
BlackRock January 2014 - Present
BlackRock November 2008 - December 2013
BlackRock October 2006 - November 2008
Merrill Lynch 1998 - 2006
Skills
Mutual Funds, Financial Advisory, Series 7, Alternative Investments, Asset Management, Fixed Income, Uniform Combined State..., Wealth Management, Asset Allocation, Equities, Securities, Series 24
Education
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA®, Finance
Rider University 1996 — 2003
BA & MBA, Finance, Business Admin
Industry Designations
Industry Designations
Beatrice Gadal Beatrice Gadal's Merrill Lynch Experience October 2010 - September 2011
Job Sales Consultant at Lexus of Atlantic City
Industry Automotive
Experience
Lexus of Atlantic City November 2014 - Present
lululemon athletica October 2013 - Present
Tilted Kilt Pub & Eatery November 2012 - June 2013
Dynamic Air Quality Solutions October 2011 - March 2012
Merrill Lynch October 2010 - September 2011
Dynamic Air Quality Solutions June 2006 - December 2008
Skills
Customer Service, Sales, New Business Development, Customer Satisfaction, Sales Management, Sales Operations, Account Management, Marketing, Team Building, Contract Negotiation, Pricing, Management, Strategic Planning, CRM, Time Management, Selling, Microsoft Office, Marketing Strategy, Customer Retention
Education
University of Pennsylvania 2010 — 2011
post bach pre med
Rider University 2006 — 2010
Bachelor of Science, International Business, Business Administration
Lexus of Atlantic City November 2014 - Present
lululemon athletica October 2013 - Present
Tilted Kilt Pub & Eatery November 2012 - June 2013
Dynamic Air Quality Solutions October 2011 - March 2012
Merrill Lynch October 2010 - September 2011
Dynamic Air Quality Solutions June 2006 - December 2008
Skills
Customer Service, Sales, New Business Development, Customer Satisfaction, Sales Management, Sales Operations, Account Management, Marketing, Team Building, Contract Negotiation, Pricing, Management, Strategic Planning, CRM, Time Management, Selling, Microsoft Office, Marketing Strategy, Customer Retention
Education
University of Pennsylvania 2010 — 2011
post bach pre med
Rider University 2006 — 2010
Bachelor of Science, International Business, Business Administration
Holly Mangan's Merrill Lynch Experience March 2000 — October 2002
Job Accounting Specialist at Hines Enterprise Inc.
Industry Accounting
Experience
Cooper Pest Solutions April 2012 — August 2013
T. Foster and Co. Inc. September 2007 — June 2011
Hines Enterprise Inc. August 2002 — October 2005
Merrill Lynch March 2000 — October 2002
Merrill Lynch December 1998 — March 2000
Merrill Lynch September 1991 — December 1998
Merrill Lynch October 1988 — September 1991
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service, Strategic Planning, Budgets, Financial Modeling, Account Management, Time Management, New Business Development, Nonprofits, Process Improvement, Risk Management, Management, Event Planning, Business Strategy, Business Development, Public Speaking, Start-ups, CRM
Education
Rider University 1993 — 1998
MBA, Business Administration, Management and Operations
West Virginia University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
Pennsbury High School 1980 — 1984
High School Degree
Cooper Pest Solutions April 2012 — August 2013
T. Foster and Co. Inc. September 2007 — June 2011
Hines Enterprise Inc. August 2002 — October 2005
Merrill Lynch March 2000 — October 2002
Merrill Lynch December 1998 — March 2000
Merrill Lynch September 1991 — December 1998
Merrill Lynch October 1988 — September 1991
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service, Strategic Planning, Budgets, Financial Modeling, Account Management, Time Management, New Business Development, Nonprofits, Process Improvement, Risk Management, Management, Event Planning, Business Strategy, Business Development, Public Speaking, Start-ups, CRM
Education
Rider University 1993 — 1998
MBA, Business Administration, Management and Operations
West Virginia University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
Pennsbury High School 1980 — 1984
High School Degree
Debra Micharski-Shohan's Merrill Lynch Experience February 2003 - April 2011
Job Associate
Industry Financial Services
Experience
BlackRock April 2011 - Present
Merrill Lynch February 2003 - April 2011
Education
Rider University
BA, Psychology
BlackRock April 2011 - Present
Merrill Lynch February 2003 - April 2011
Education
Rider University
BA, Psychology
Daniel Mittler's Merrill Lynch Experience Operations AnalystMerrill LynchMay 2006 - Present
Job Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Operations AnalystMerrill LynchMay 2006 - Present
Education
Rider University 2000 — 2005
Merrill Lynch Operations AnalystMerrill LynchMay 2006 - Present
Education
Rider University 2000 — 2005
C.J. Ingalsbe's Merrill Lynch Experience January 2010 - August 2011
Job Human Resources Manager at Bank of America Merrill Lynch
Industry Human Resources
Experience
Bank of America June 2014 - Present
Bank of America May 2013 - May 2014
Bank of America July 2012 - April 2013
Bank of America August 2011 - July 2012
Merrill Lynch January 2010 - August 2011
Merrill Lynch July 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Education
Rider University 2004 — 2008
BS, Human Resource Management
Bank of America June 2014 - Present
Bank of America May 2013 - May 2014
Bank of America July 2012 - April 2013
Bank of America August 2011 - July 2012
Merrill Lynch January 2010 - August 2011
Merrill Lynch July 2008 - January 2010
Merrill Lynch May 2007 - August 2007
Education
Rider University 2004 — 2008
BS, Human Resource Management
James Paris's Merrill Lynch Experience January 2011 - Present
Job Supervision Analyst
Industry Financial Services
Experience
Reliable Power and Solar 2013 - Present
Merrill Lynch January 2011 - Present
PSE&G May 2010 - June 2011
Bank of America Merrill Lynch September 2000 - May 2010
Bloomberg June 1994 - July 2000
Education
Rider University 1990 — 1994
Bachelor of Science (BS), Management and Organizational Behavior
Reliable Power and Solar 2013 - Present
Merrill Lynch January 2011 - Present
PSE&G May 2010 - June 2011
Bank of America Merrill Lynch September 2000 - May 2010
Bloomberg June 1994 - July 2000
Education
Rider University 1990 — 1994
Bachelor of Science (BS), Management and Organizational Behavior
James Balsamides's Merrill Lynch Experience September 2006 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Lynch September 2006 - Present
Skills
Bloomberg Terminal, Equities, Series 7, Fixed Income, Financial Modeling, Investments, Mutual Funds, Financial Analysis, Alternative Investments, Securities
Education
Rider University 2000 — 2004
Merrill Lynch September 2006 - Present
Skills
Bloomberg Terminal, Equities, Series 7, Fixed Income, Financial Modeling, Investments, Mutual Funds, Financial Analysis, Alternative Investments, Securities
Education
Rider University 2000 — 2004
Danielle Martino Whitmire, MBA's Merrill Lynch Experience July 2008 - December 2009
Job Vice President, Human Resources at Bank of America
Industry Human Resources
Experience
Bank of America February 2015 - Present
Bank of America Merrill Lynch February 2012 - February 2015
Bank of America Merrill Lynch March 2010 - January 2012
Merrill Lynch July 2008 - December 2009
Merrill Lynch July 2006 - June 2008
Rider University September 2002 - May 2006
Arista Marketing Company June 2005 - August 2005
Legg Mason Wood Walker May 2004 - August 2004
Skills
Recruiting, Training, Human Resources, Event Management, Public Speaking, Onboarding, Teamwork, Employee Engagement, College Recruiting, Leadership Development, Process Improvement, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Employee Training, Microsoft Word, HR Policies, Team Building, Management, Organizational..., Organizational..., Program Management, Interviews, Payroll
Education
Rider University 2006 — 2008
MBA, Marketing
Rider University 2002 — 2006
BS, Human Resource Management
Norristown 1998 — 2002
High School Diploma
Bank of America February 2015 - Present
Bank of America Merrill Lynch February 2012 - February 2015
Bank of America Merrill Lynch March 2010 - January 2012
Merrill Lynch July 2008 - December 2009
Merrill Lynch July 2006 - June 2008
Rider University September 2002 - May 2006
Arista Marketing Company June 2005 - August 2005
Legg Mason Wood Walker May 2004 - August 2004
Skills
Recruiting, Training, Human Resources, Event Management, Public Speaking, Onboarding, Teamwork, Employee Engagement, College Recruiting, Leadership Development, Process Improvement, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Employee Training, Microsoft Word, HR Policies, Team Building, Management, Organizational..., Organizational..., Program Management, Interviews, Payroll
Education
Rider University 2006 — 2008
MBA, Marketing
Rider University 2002 — 2006
BS, Human Resource Management
Norristown 1998 — 2002
High School Diploma
Brian Rutkowsky's Merrill Lynch Experience 1999 - 2000
Job Corporate Actions Supervisor at Caxton Associates
Industry Financial Services
Experience
Caxton Associates November 2003 - Present
State Street 2000 - 2003
Merrill Lynch 1999 - 2000
Skills
Hedge Funds, Mutual Funds, Corporate Actions, Equities, Swaps, Options, FX, Bloomberg Terminal, Bloomberg, Accounting, Microsoft Office, Word
Education
Rider University 1995 — 1999
Bachelor of Science, Business Administration
Caxton Associates November 2003 - Present
State Street 2000 - 2003
Merrill Lynch 1999 - 2000
Skills
Hedge Funds, Mutual Funds, Corporate Actions, Equities, Swaps, Options, FX, Bloomberg Terminal, Bloomberg, Accounting, Microsoft Office, Word
Education
Rider University 1995 — 1999
Bachelor of Science, Business Administration
Damien Hughes's Merrill Lynch Experience March 2011 - October 2012
Job Financial Specialist at PNC Financial Services Group
Industry Financial Services
Experience
PNC September 2012 - Present
Merrill Lynch March 2011 - October 2012
Skills
Microsoft Office, InDesign, Illustrator, Siebel
Education
Rider University 2010 — 2015
MBA, Finance
Rider University 2005 — 2009
Bachelor's, Business: Advertising
PNC September 2012 - Present
Merrill Lynch March 2011 - October 2012
Skills
Microsoft Office, InDesign, Illustrator, Siebel
Education
Rider University 2010 — 2015
MBA, Finance
Rider University 2005 — 2009
Bachelor's, Business: Advertising
Christopher Menello's Merrill Lynch Experience May 2003 - May 2005
Job State of New Jersey
Industry Government Administration
Experience
State of New Jersey November 2005 - Present
Merrill Lynch May 2003 - May 2005
Bear Wagner Specialists April 2001 - May 2003
G.H.M. Inc. September 1997 - April 2001
Skills
Microsoft Office, Equities, Series 7, Government, Customer Service, Financial Services, Supervisory Skills, Data Analysis, Financial Analysis
Education
Seton Hall University 2012 — 2014
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General, 4.0 GPA
Rider University 1993 — 1997
BA, Liberal Arts
St.Mary's Regional High School(Cardinal McCarrick H.S.) 1989 — 1993
State of New Jersey November 2005 - Present
Merrill Lynch May 2003 - May 2005
Bear Wagner Specialists April 2001 - May 2003
G.H.M. Inc. September 1997 - April 2001
Skills
Microsoft Office, Equities, Series 7, Government, Customer Service, Financial Services, Supervisory Skills, Data Analysis, Financial Analysis
Education
Seton Hall University 2012 — 2014
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General, 4.0 GPA
Rider University 1993 — 1997
BA, Liberal Arts
St.Mary's Regional High School(Cardinal McCarrick H.S.) 1989 — 1993
Francine Szakacs's Merrill Lynch Experience January 1999 - January 2005
Job MetLife Premier Client Group
Industry Financial Services
Experience
MetLife September 2012 - Present
MetLife Resources June 2011 - July 2012
ING Institutional Plan Services 2008 - 2011
ING January 2008 - January 2010
ING January 2006 - 2010
CitiStreet January 2005 - December 2006
CitiStreet January 2005 - January 2006
CitiStreet January 2005 - January 2006
Merrill Lynch January 1999 - January 2005
Merrill Lynch January 1998 - January 1999
Skills
401k, Employee Benefits, Relationship Management, Investments, Retirement Planning, 403 b, Process Improvement, Data Conversion, Series 6, Mutual Funds, Financial Services, Retirement, Training, Management
Education
Rider University
Bachelor of Arts, Sociology and Social Work
Rider University
MetLife September 2012 - Present
MetLife Resources June 2011 - July 2012
ING Institutional Plan Services 2008 - 2011
ING January 2008 - January 2010
ING January 2006 - 2010
CitiStreet January 2005 - December 2006
CitiStreet January 2005 - January 2006
CitiStreet January 2005 - January 2006
Merrill Lynch January 1999 - January 2005
Merrill Lynch January 1998 - January 1999
Skills
401k, Employee Benefits, Relationship Management, Investments, Retirement Planning, 403 b, Process Improvement, Data Conversion, Series 6, Mutual Funds, Financial Services, Retirement, Training, Management
Education
Rider University
Bachelor of Arts, Sociology and Social Work
Rider University
Alison Wehringer's Merrill Lynch Experience 1993 - 2008
Job Assistant Director, Graduate and Continuing Studies Admissions at Rider University
Industry Higher Education
Experience
Rider University January 2013 - Present
The College of New Jersey August 2011 - December 2012
Rider University August 2010 - December 2012
Merrill Lynch 1993 - 2008
Skills
Public Speaking, Research, Marketing, PowerPoint, Leadership, Marketing Communications, Market Research, Data Analysis, Marketing Strategy, Coaching, Event Planning
Education
Rider University
Master of Arts (M.A.), Counseling Services
Thomas Edison State College
Bachelor of Arts (B.A.)
Rider University January 2013 - Present
The College of New Jersey August 2011 - December 2012
Rider University August 2010 - December 2012
Merrill Lynch 1993 - 2008
Skills
Public Speaking, Research, Marketing, PowerPoint, Leadership, Marketing Communications, Market Research, Data Analysis, Marketing Strategy, Coaching, Event Planning
Education
Rider University
Master of Arts (M.A.), Counseling Services
Thomas Edison State College
Bachelor of Arts (B.A.)
David Kelley's Merrill Lynch Experience January 2002 - December 2006
Job Chief Operating Officer at Investview
Industry Financial Services
Experience
Investview, Inc. August 2012 - Present
TD Ameritrade July 2008 - March 2011
TD Ameritrade July 2007 - July 2008
TD Ameritrade June 2006 - July 2007
Merrill Lynch January 2002 - December 2006
Merrill Lynch January 2001 - January 2002
Merrill Lynch January 1996 - January 2001
Merrill Lynch January 1993 - January 1996
Merrill Lynch September 1986 - January 1993
Skills
Financial Services, Risk Management, Vendor Management, Outsourcing, Business Analysis, Portfolio Management, IT Strategy, Change Management, Program Management, Series 7, Equities, Back Office, Relationship Management, Executive Management, Fixed Income, Mergers, Business Strategy, Securities, Process Improvement, Strategic Planning
Education
Rider University 1989 — 1991
Master of Business Administration (M.B.A.), Finance
Rider University 1979 — 1982
Bachelor of Science (B.S.), Accounting and Computer Science
Investview, Inc. August 2012 - Present
TD Ameritrade July 2008 - March 2011
TD Ameritrade July 2007 - July 2008
TD Ameritrade June 2006 - July 2007
Merrill Lynch January 2002 - December 2006
Merrill Lynch January 2001 - January 2002
Merrill Lynch January 1996 - January 2001
Merrill Lynch January 1993 - January 1996
Merrill Lynch September 1986 - January 1993
Skills
Financial Services, Risk Management, Vendor Management, Outsourcing, Business Analysis, Portfolio Management, IT Strategy, Change Management, Program Management, Series 7, Equities, Back Office, Relationship Management, Executive Management, Fixed Income, Mergers, Business Strategy, Securities, Process Improvement, Strategic Planning
Education
Rider University 1989 — 1991
Master of Business Administration (M.B.A.), Finance
Rider University 1979 — 1982
Bachelor of Science (B.S.), Accounting and Computer Science
Brian P. Mullen's Merrill Lynch Experience February 2006 - August 2009
Job Director of Audit Professional Practices, Reporting and Technology Solutions
Industry Financial Services
Experience
MUFG in the Americas August 2015 - Present
Bank of America May 2010 - July 2015
Bank of America August 2009 - May 2010
Merrill Lynch February 2006 - August 2009
Comcast October 2004 - February 2006
Merrill Lynch August 2002 - February 2004
Skills
Data Analysis, Process Improvement, Business Process..., Strategic Planning, Project Management, Due Diligence, Database Design, ETL, Business Relationship..., Strategic Thinking, Data Governance, Data Quality, Matrix Management, Change Management, Business Intelligence, Data Mining, Executive Reporting, Analytics, Strategy, Management
Education
Rider University 2007 — 2009
MBA
Rider University 1999 — 2002
BS, Business Administration / Computer Information Systems
MUFG in the Americas August 2015 - Present
Bank of America May 2010 - July 2015
Bank of America August 2009 - May 2010
Merrill Lynch February 2006 - August 2009
Comcast October 2004 - February 2006
Merrill Lynch August 2002 - February 2004
Skills
Data Analysis, Process Improvement, Business Process..., Strategic Planning, Project Management, Due Diligence, Database Design, ETL, Business Relationship..., Strategic Thinking, Data Governance, Data Quality, Matrix Management, Change Management, Business Intelligence, Data Mining, Executive Reporting, Analytics, Strategy, Management
Education
Rider University 2007 — 2009
MBA
Rider University 1999 — 2002
BS, Business Administration / Computer Information Systems
Denise (Oliver) Lombardino's Merrill Lynch Experience March 2003 - February 2005
Job AVPFinance
Industry Financial Services
Experience
Merrill Lynch March 2003 - February 2005
US Trust June 2000 - March 2003
Cendant Mobility June 1996 - June 2000
Education
Rider University 1992 — 1996
Bachelor of Science, Accounting
Merrill Lynch March 2003 - February 2005
US Trust June 2000 - March 2003
Cendant Mobility June 1996 - June 2000
Education
Rider University 1992 — 1996
Bachelor of Science, Accounting
Gloria Weissbart's Merrill Lynch Experience January 1985 - January 1997
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank 2008 - Present
Wells Fargo January 2000 - Present
PNC Bank 1997 - 2000
Merrill Lynch January 1985 - January 1997
Skills
Cash Management, Commercial Banking, Banking, Insurance, Treasury Management, Credit, Financial Services, Commercial Lending, Loans, Relationship Management, Cross Selling, Portfolio Management, Credit Analysis, Investments, Business Analysis, Asset Management, Equities, Mortgage Lending, Payments, Mortgage Banking, Underwriting, Mutual Funds, Risk Management, Wealth Management, Retail Banking, Small Business Lending, Securities, Credit Cards, Treasury, Loan Origination
Education
Rider University 1989 — 1992
The College of New Jersey 1974 — 1978
BS, Early Childhood Education
Wells Fargo Bank 2008 - Present
Wells Fargo January 2000 - Present
PNC Bank 1997 - 2000
Merrill Lynch January 1985 - January 1997
Skills
Cash Management, Commercial Banking, Banking, Insurance, Treasury Management, Credit, Financial Services, Commercial Lending, Loans, Relationship Management, Cross Selling, Portfolio Management, Credit Analysis, Investments, Business Analysis, Asset Management, Equities, Mortgage Lending, Payments, Mortgage Banking, Underwriting, Mutual Funds, Risk Management, Wealth Management, Retail Banking, Small Business Lending, Securities, Credit Cards, Treasury, Loan Origination
Education
Rider University 1989 — 1992
The College of New Jersey 1974 — 1978
BS, Early Childhood Education
Gary Piotrowski's Merrill Lynch Experience September 1997 - Present
Job Senior Account Manager
Industry Financial Services
Experience
Merrill Lynch September 1997 - Present
The Rose Group March 1996 - September 1997
New Jersey Manufacturers Insurance Companies September 1990 - February 1996
Skills
Wealth Management, Investments, Financial Services, Mutual Funds, Equities, Account Management, Banking, Relationship Management
Education
Rider University 1984 — 1988
Bachelor of Science in Commerce / Business Administration, Business Administration and Management, General
Merrill Lynch September 1997 - Present
The Rose Group March 1996 - September 1997
New Jersey Manufacturers Insurance Companies September 1990 - February 1996
Skills
Wealth Management, Investments, Financial Services, Mutual Funds, Equities, Account Management, Banking, Relationship Management
Education
Rider University 1984 — 1988
Bachelor of Science in Commerce / Business Administration, Business Administration and Management, General
Erica Stollman, SPHR's Merrill Lynch Experience February 2003 - September 2006
Job Human Resources Professional | Implements HR Strategies Across Organizational Barriers, Driving Performance
Industry Human Resources
Experience
Caliper September 2006 - Present
Merrill Lynch February 2003 - September 2006
Merrill Lynch May 2001 - February 2003
PNC Bank May 2000 - May 2001
Skills
Talent Management, Organizational..., Project Management, Training, Human Resources, Leadership
Education
Rutgers University-New Brunswick 2001 — 2005
Masters, Human Resource Management
Rider University 1997 — 1999
BA
Hightstown High School
Caliper September 2006 - Present
Merrill Lynch February 2003 - September 2006
Merrill Lynch May 2001 - February 2003
PNC Bank May 2000 - May 2001
Skills
Talent Management, Organizational..., Project Management, Training, Human Resources, Leadership
Education
Rutgers University-New Brunswick 2001 — 2005
Masters, Human Resource Management
Rider University 1997 — 1999
BA
Hightstown High School
Amy Antonello's Merrill Lynch Experience 1994 - 2006
Job Cost Accountant for Gentek
Industry Accounting
Experience
Gentek March 2010 - Present
ICL PERFORMANCE PRODUCTS 2006 - 2010
Merrill Lynch 1994 - 2006
Skills
Account Reconciliation, Accounting, Financial Analysis, Accounts Payable, Fund Accounting, General Ledger, Financial Reporting, Fixed Assets, Internal Controls, Variance Analysis, Corporate Actions, Sarbanes-Oxley Act, Auditing, Cost Accounting, SAP, Accruals
Education
Rider University 1988 — 1993
Bachelor's degree, Accounting
Gentek March 2010 - Present
ICL PERFORMANCE PRODUCTS 2006 - 2010
Merrill Lynch 1994 - 2006
Skills
Account Reconciliation, Accounting, Financial Analysis, Accounts Payable, Fund Accounting, General Ledger, Financial Reporting, Fixed Assets, Internal Controls, Variance Analysis, Corporate Actions, Sarbanes-Oxley Act, Auditing, Cost Accounting, SAP, Accruals
Education
Rider University 1988 — 1993
Bachelor's degree, Accounting
Brian Migacz's Merrill Lynch Experience April 1997 - Present
Job Project Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1997 - Present
Bank of America Merrill Lynch 1997 - Present
Skills
Project Management, Equities, Financial Services, Customer Service, Business Analysis, Risk Management, Vendor Management, Business Process..., Coaching, Finance
Education
Rider University 1995 — 2001
Bachelor of Science, Finance/Accounting
Rider University
Merrill Lynch April 1997 - Present
Bank of America Merrill Lynch 1997 - Present
Skills
Project Management, Equities, Financial Services, Customer Service, Business Analysis, Risk Management, Vendor Management, Business Process..., Coaching, Finance
Education
Rider University 1995 — 2001
Bachelor of Science, Finance/Accounting
Rider University
Heidi Hunt's Merrill Lynch Experience 1990 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1990 - Present
Education
Rider University 1992 — 1994
MBA, Finance
Rider University 1987 — 1990
Bachelor of Science, Finance
Merrill Lynch 1990 - Present
Education
Rider University 1992 — 1994
MBA, Finance
Rider University 1987 — 1990
Bachelor of Science, Finance
Christine Lacey's Merrill Lynch Experience VP, Strategy and AnalyticsMerrill Lynch, Global Private Client Group2009 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch VP, Strategy and AnalyticsMerrill Lynch, Global Private Client Group2009 - Present
Merrill Lynch 2004 - 2008
Education
Rider University 2005 — 2008
MBA, FInance
Ursinus College 2000 — 2004
BA, Economics
Merrill Lynch VP, Strategy and AnalyticsMerrill Lynch, Global Private Client Group2009 - Present
Merrill Lynch 2004 - 2008
Education
Rider University 2005 — 2008
MBA, FInance
Ursinus College 2000 — 2004
BA, Economics
Charlene Celona's Merrill Lynch Experience June 2012 - Present
Job Director, Senior Project Manager Enterprise Optimization at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Merrill Lynch June 2012 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch October 2009 - October 2011
Merrill Lynch September 2002 - September 2009
RCN September 1997 - September 2001
RCN September 1997 - September 2001
Skills
Finance, Executive Management, Risk Management, Start-ups
Education
Rider University 1990 — 1994
BS, Accounting
Merrill Lynch June 2012 - Present
Merrill Lynch June 2012 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch October 2009 - October 2011
Merrill Lynch September 2002 - September 2009
RCN September 1997 - September 2001
RCN September 1997 - September 2001
Skills
Finance, Executive Management, Risk Management, Start-ups
Education
Rider University 1990 — 1994
BS, Accounting
Ann Marie Wiedemann's Merrill Lynch Experience May 2000 - November 2001
Job Procurement Specialist State of NJ Purchase Bureau
Industry Logistics and Supply Chain
Experience
State of NJ - Purchase Bureau July 2011 - Present
Women's Business Enterprise Council PA-DE-sNJ January 2010 - November 2010
AMW Saving Solutions April 2009 - January 2010
CWI, LLC December 2007 - October 2008
Perennial Home January 2002 - October 2007
Merrill Lynch May 2000 - November 2001
Merrill Lynch July 1985 - April 2000
State of New Jersey November 1980 - July 1985
Skills
Contract Negotiation, Strategic Planning, New Business Development, Government, Process Improvement, Team Building, Customer Relations, Vendor Management, Product Development, Marketing Strategy, Program Management
Education
Rider University 1976 — 1980
B.A., Marketing, Management
State of NJ - Purchase Bureau July 2011 - Present
Women's Business Enterprise Council PA-DE-sNJ January 2010 - November 2010
AMW Saving Solutions April 2009 - January 2010
CWI, LLC December 2007 - October 2008
Perennial Home January 2002 - October 2007
Merrill Lynch May 2000 - November 2001
Merrill Lynch July 1985 - April 2000
State of New Jersey November 1980 - July 1985
Skills
Contract Negotiation, Strategic Planning, New Business Development, Government, Process Improvement, Team Building, Customer Relations, Vendor Management, Product Development, Marketing Strategy, Program Management
Education
Rider University 1976 — 1980
B.A., Marketing, Management
Francis Dunn, CFP's Merrill Lynch Experience September 1999 - July 2006
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2006 - Present
Merrill Lynch September 1999 - July 2006
Education
Rider University 1992 — 1997
Bachelors of Science, Marketing
Morgan Stanley Smith Barney July 2006 - Present
Merrill Lynch September 1999 - July 2006
Education
Rider University 1992 — 1997
Bachelors of Science, Marketing
Amy Sub's Merrill Lynch Experience August 1998 - May 2005
Job CPA.CITP
Industry Accounting
Experience
JDM LLC March 2008 - Present
CBIZ MHM, LLC January 2008 - November 2008
Merrill Lynch August 1998 - May 2005
Education
Rider University 1984 — 1989
BSBA, Accounting, Decision Sciences & Computers
JDM LLC March 2008 - Present
CBIZ MHM, LLC January 2008 - November 2008
Merrill Lynch August 1998 - May 2005
Education
Rider University 1984 — 1989
BSBA, Accounting, Decision Sciences & Computers
Gary Ambrosino's Merrill Lynch Experience June 2006 - September 2008
Job Contractor Project Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America - Merrill Lynch January 2014 - Present
Investview Inc August 2012 - October 2013
Bank of America July 2011 - May 2012
TD Ameritrade October 2008 - June 2011
TD Ameritrade October 2008 - December 2010
Merrill Lynch June 2006 - September 2008
Merrill Lynch February 2003 - June 2006
Merrill Lynch January 2002 - December 2004
Merrill Lynch January 2002 - January 2003
Merrill Lynch January 2000 - December 2001
Skills
PMO, CDS, Program Management, Equities, SDLC, Business Continuity, Financial Services, Outsourcing, IT Management, PMP, Risk Management, Electronic Trading, Vendor Management, Business Analysis, Change Management, IT Strategy, Fixed Income, Leadership, Enterprise Architecture, Business Process..., Project Portfolio..., SOA, Trading Systems, Governance, Portfolio Management, Management, Series 7, Derivatives, Business Intelligence, Investment Banking, Prime Brokerage, Software Project..., Capital Markets, Securities, Market Data, Credit Derivatives, Back Office, Options
Education
Chubb Institute
Application Development
Rider University
Finance, General
Bank of America - Merrill Lynch January 2014 - Present
Investview Inc August 2012 - October 2013
Bank of America July 2011 - May 2012
TD Ameritrade October 2008 - June 2011
TD Ameritrade October 2008 - December 2010
Merrill Lynch June 2006 - September 2008
Merrill Lynch February 2003 - June 2006
Merrill Lynch January 2002 - December 2004
Merrill Lynch January 2002 - January 2003
Merrill Lynch January 2000 - December 2001
Skills
PMO, CDS, Program Management, Equities, SDLC, Business Continuity, Financial Services, Outsourcing, IT Management, PMP, Risk Management, Electronic Trading, Vendor Management, Business Analysis, Change Management, IT Strategy, Fixed Income, Leadership, Enterprise Architecture, Business Process..., Project Portfolio..., SOA, Trading Systems, Governance, Portfolio Management, Management, Series 7, Derivatives, Business Intelligence, Investment Banking, Prime Brokerage, Software Project..., Capital Markets, Securities, Market Data, Credit Derivatives, Back Office, Options
Education
Chubb Institute
Application Development
Rider University
Finance, General
Charles Tuccillo's Merrill Lynch Experience May 2014 - Present
Job GWIM Senior Operations Analyst at Merrill Lynch / BOA
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch / Bank of America October 2006 - May 2014
Merrill Lynch April 2005 - October 2006
Rosel Inc. January 1998 - April 2005
Skills
Fraud, Training, Risk Management, CRM, Analysis, Strategic Planning, Account Management, Sales, Management, Vendor Management, Process Improvement, Business Analysis, Portfolio Management, Financial Services, Banking, Access, Bonds, Business Process..., Call Centers, Data Analysis, Financial Analysis, Investments, Leadership, Project Management, Microsoft Excel, Series 63, Mutual Funds, SDLC, Visio, Financial Modeling, Business Development, Series 24
Education
Rider University
Bachelor of Arts, Communication
Merrill Lynch May 2014 - Present
Merrill Lynch / Bank of America October 2006 - May 2014
Merrill Lynch April 2005 - October 2006
Rosel Inc. January 1998 - April 2005
Skills
Fraud, Training, Risk Management, CRM, Analysis, Strategic Planning, Account Management, Sales, Management, Vendor Management, Process Improvement, Business Analysis, Portfolio Management, Financial Services, Banking, Access, Bonds, Business Process..., Call Centers, Data Analysis, Financial Analysis, Investments, Leadership, Project Management, Microsoft Excel, Series 63, Mutual Funds, SDLC, Visio, Financial Modeling, Business Development, Series 24
Education
Rider University
Bachelor of Arts, Communication
Frank Milacci's Merrill Lynch Experience June 1998 - January 2001
Job Experienced Fund Accounting & Middle Office Operations Associate
Industry Financial Services
Experience
BlackRock April 2012 - Present
State Street Bank July 2007 - October 2011
State Street January 2001 - July 2007
Merrill Lynch June 1998 - January 2001
Skills
Pricing, Corporate Actions, Trade Operations, Markitwire, BlackRock Aladdin, DTC, Bloomberg, Reuters, Fund Administration, Middle Office, Fixed Income, Bloomberg Terminal, Bonds
Education
Rider University 1994 — 1998
Bachelor of Science in Business Administration, Accounting & Finance
BlackRock April 2012 - Present
State Street Bank July 2007 - October 2011
State Street January 2001 - July 2007
Merrill Lynch June 1998 - January 2001
Skills
Pricing, Corporate Actions, Trade Operations, Markitwire, BlackRock Aladdin, DTC, Bloomberg, Reuters, Fund Administration, Middle Office, Fixed Income, Bloomberg Terminal, Bonds
Education
Rider University 1994 — 1998
Bachelor of Science in Business Administration, Accounting & Finance
Daniel Pinto , CFP®, CRPC®'s Merrill Lynch Experience August 2006 - March 2012
Job Director of Planned Giving Rider University
Industry Philanthropy
Experience
Rider University March 2012 - Present
Merrill Lynch August 2006 - March 2012
Entertainment Industry 1978 - 2006
Skills
Business Development, Editing, Leadership, Public Relations, Investments, Strategy, Strategic Planning, Strategic Financial..., Non-profits, Social Media, Fundraising, Management, Event Management, Event Planning, Marketing, New Business Development, Television, Public Speaking, Film Production, Social Media Marketing, Entrepreneurship, Nonprofits, Social Networking
Education
University of Rhode Island 1973 — 1977
BS, Zoology Pre-Med
Rider University
Rider University
United States Soccer Federation coaching school
Rider University March 2012 - Present
Merrill Lynch August 2006 - March 2012
Entertainment Industry 1978 - 2006
Skills
Business Development, Editing, Leadership, Public Relations, Investments, Strategy, Strategic Planning, Strategic Financial..., Non-profits, Social Media, Fundraising, Management, Event Management, Event Planning, Marketing, New Business Development, Television, Public Speaking, Film Production, Social Media Marketing, Entrepreneurship, Nonprofits, Social Networking
Education
University of Rhode Island 1973 — 1977
BS, Zoology Pre-Med
Rider University
Rider University
United States Soccer Federation coaching school
Ebony Graham's Merrill Lynch Experience December 2012 - July 2013
Job Auditor at Department of Treasury Division of Taxation
Industry Accounting
Experience
Department of Treasury Division of Taxation July 2013 - Present
Merrill Lynch December 2012 - July 2013
CIS Mgmt inc May 2010 - December 2012
Skills
Accounting, Accounts Receivable
Education
Rider University 2006 — 2010
Master's degree, Accounting
Rider University
Master's degree, Accountancy
Department of Treasury Division of Taxation July 2013 - Present
Merrill Lynch December 2012 - July 2013
CIS Mgmt inc May 2010 - December 2012
Skills
Accounting, Accounts Receivable
Education
Rider University 2006 — 2010
Master's degree, Accounting
Rider University
Master's degree, Accountancy
Dominick Pisapia's Merrill Lynch Experience 1995 - 2009
Job Business Line Finance Manager
Industry Financial Services
Experience
TD Bank Group October 2010 - Present
Bank of America Merrill Lynch March 2001 - January 2011
Merrill Lynch 1995 - 2009
Merrill Lynch March 2000 - March 2001
Merrill Lynch Investment Managers February 1998 - March 2000
Merrill Lynch 1998 - 2000
Merrill Lynch Investment Managers August 1995 - February 1998
Skills
Finance, Financial Services, Management, Fixed Income, Portfolio Management, Banking, Financial Analysis, Analysis, Business Analysis, Derivatives, Financial Risk, Risk Management, Securities
Education
Rider University 2000 — 2005
MBA, Finance
Rider University 1991 — 1995
BS, Finance
TD Bank Group October 2010 - Present
Bank of America Merrill Lynch March 2001 - January 2011
Merrill Lynch 1995 - 2009
Merrill Lynch March 2000 - March 2001
Merrill Lynch Investment Managers February 1998 - March 2000
Merrill Lynch 1998 - 2000
Merrill Lynch Investment Managers August 1995 - February 1998
Skills
Finance, Financial Services, Management, Fixed Income, Portfolio Management, Banking, Financial Analysis, Analysis, Business Analysis, Derivatives, Financial Risk, Risk Management, Securities
Education
Rider University 2000 — 2005
MBA, Finance
Rider University 1991 — 1995
BS, Finance
Jaime Apostolopoulos's Merrill Lynch Experience November 2005 - April 2010
Job Release Manager
Industry Information Technology and Services
Experience
TD January 2013 - Present
Bank of America April 2010 - Present
Merrill Lynch November 2005 - April 2010
Merrill Lynch 2004 - 2009
Skills
Business Analysis, Management, Portfolio Management, Process Improvement, Quality Assurance, Risk Management, Strategy, Testing, Vendor Management, SDLC, PMO, Program Management, Business Process..., Change Management, Project Portfolio...
Education
Rider University 2006 — 2009
MA, Organizational Leadership
Rutgers University-New Brunswick 1998 — 2002
BA, Psychology
TD January 2013 - Present
Bank of America April 2010 - Present
Merrill Lynch November 2005 - April 2010
Merrill Lynch 2004 - 2009
Skills
Business Analysis, Management, Portfolio Management, Process Improvement, Quality Assurance, Risk Management, Strategy, Testing, Vendor Management, SDLC, PMO, Program Management, Business Process..., Change Management, Project Portfolio...
Education
Rider University 2006 — 2009
MA, Organizational Leadership
Rutgers University-New Brunswick 1998 — 2002
BA, Psychology
cindi butkocy's Merrill Lynch Experience June 2011 - Present
Job Program Manager at Merrill Lynch
Industry Management Consulting
Experience
Merrill Lynch June 2011 - Present
Merrill Lynch May 2007 - June 2011
Merrill Lynch 1993 - 1999
Shearson Lehman Hutton 1985 - 1993
Skills
SDLC, Business Analysis, Risk Management, IT Strategy, Financial Services, Requirements Analysis, Vendor Management, Wealth Management, Business Process...
Education
Rider University
Management and Organizational Behavior
Merrill Lynch June 2011 - Present
Merrill Lynch May 2007 - June 2011
Merrill Lynch 1993 - 1999
Shearson Lehman Hutton 1985 - 1993
Skills
SDLC, Business Analysis, Risk Management, IT Strategy, Financial Services, Requirements Analysis, Vendor Management, Wealth Management, Business Process...
Education
Rider University
Management and Organizational Behavior
Hemangini Patel's Merrill Lynch Experience February 2002 - November 2006
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America May 2011 - Present
Bank of America May 2010 - May 2011
State Street Bank November 2006 - March 2009
Merrill Lynch February 2002 - November 2006
Merrill Lynch July 2004 - August 2006
Merrill Lynch October 2003 - July 2004
Merrill Lynch February 2002 - February 2003
Skills
Visio
Education
Rider University
BS, Computer Information Systems
Bank of America May 2011 - Present
Bank of America May 2010 - May 2011
State Street Bank November 2006 - March 2009
Merrill Lynch February 2002 - November 2006
Merrill Lynch July 2004 - August 2006
Merrill Lynch October 2003 - July 2004
Merrill Lynch February 2002 - February 2003
Skills
Visio
Education
Rider University
BS, Computer Information Systems
Amanda Matarazzo's Merrill Lynch Experience August 2010 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2010 - Present
Merrill Lynch August 2009 - August 2010
Merrill Lynch August 2005 - August 2009
Education
Rider University 2000 — 2004
Marketing, Marketing, Advertising, Finance
Merrill Lynch August 2010 - Present
Merrill Lynch August 2009 - August 2010
Merrill Lynch August 2005 - August 2009
Education
Rider University 2000 — 2004
Marketing, Marketing, Advertising, Finance
Brittany Gaffey's Merrill Lynch Experience June 2014 - Present
Job Client Service Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch December 2013 - May 2014
Rider University August 2011 - May 2014
NJ Department of Health May 2013 - August 2013
Skills
Microsoft Office, Financial Modeling, Economic Research, Event Planning, Student Affairs, Student Leadership, Community Outreach, Research
Education
Rider University
Merrill Lynch June 2014 - Present
Merrill Lynch December 2013 - May 2014
Rider University August 2011 - May 2014
NJ Department of Health May 2013 - August 2013
Skills
Microsoft Office, Financial Modeling, Economic Research, Event Planning, Student Affairs, Student Leadership, Community Outreach, Research
Education
Rider University
Hana'a Husseini's Merrill Lynch Experience June 2004 - March 2005
Job Senior Financial Analyst at NRG Energy Inc
Industry Oil & Energy
Experience
NRG Energy Inc March 2012 - Present
NRG Energy Inc April 2007 - March 2012
NRG Energy June 2006 - April 2007
NRG Energy September 2005 - June 2006
Merrill Lynch June 2004 - March 2005
Rider University September 2003 - June 2004
Skills
Analysis, Due Diligence, Portfolio Management, Asset Management, Energy Markets, Finance, Energy, Renewable Energy
Education
Rider University 2002 — 2004
MBA, finance
Rider University 1999 — 2004
BS & MBA, Finance, Global Business & Finance
NRG Energy Inc March 2012 - Present
NRG Energy Inc April 2007 - March 2012
NRG Energy June 2006 - April 2007
NRG Energy September 2005 - June 2006
Merrill Lynch June 2004 - March 2005
Rider University September 2003 - June 2004
Skills
Analysis, Due Diligence, Portfolio Management, Asset Management, Energy Markets, Finance, Energy, Renewable Energy
Education
Rider University 2002 — 2004
MBA, finance
Rider University 1999 — 2004
BS & MBA, Finance, Global Business & Finance
Christian Hastings's Merrill Lynch Experience January 2014 - Present
Job at
Industry Banking
Experience
Merrill Lynch January 2014 - Present
Merrill Edge April 2013 - Present
Sun National Bank March 2009 - April 2013
Hastings Financial May 2003 - February 2009
Merrill Lynch July 1994 - May 2003
Skills
Portfolio Management, Mortgage Lending, Investments, Banking, Credit, Small Business Lending, Commercial Lending, Financial Services, Life Insurance, Asset Managment, Cash Management, Consumer Lending, Series 7, 63, 65, NJ..., Relationship Management, Fixed Annuities, Retirement Planning, Asset Allocation, High Net Worth..., Wealth Management..., Series 7, Series 63
Education
Rider University 1987 — 1991
B.S., Marketing
Merrill Lynch January 2014 - Present
Merrill Edge April 2013 - Present
Sun National Bank March 2009 - April 2013
Hastings Financial May 2003 - February 2009
Merrill Lynch July 1994 - May 2003
Skills
Portfolio Management, Mortgage Lending, Investments, Banking, Credit, Small Business Lending, Commercial Lending, Financial Services, Life Insurance, Asset Managment, Cash Management, Consumer Lending, Series 7, 63, 65, NJ..., Relationship Management, Fixed Annuities, Retirement Planning, Asset Allocation, High Net Worth..., Wealth Management..., Series 7, Series 63
Education
Rider University 1987 — 1991
B.S., Marketing
A Koren Tabay's Merrill Lynch Experience July 2008 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Assad Mian's Merrill Lynch Experience August 2005 - April 2009
Job Personal Banker at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase November 2009 - Present
Merrill Lynch August 2005 - April 2009
Skills
Series 7, Series 63, Bloomberg Terminal
Education
Rider University 1999 — 2004
Bachelors of Science, Business Management
JP Morgan Chase November 2009 - Present
Merrill Lynch August 2005 - April 2009
Skills
Series 7, Series 63, Bloomberg Terminal
Education
Rider University 1999 — 2004
Bachelors of Science, Business Management
Alexis Crenshaw's Merrill Lynch Experience June 1995 - November 1999
Job Senior Expense Analyst at State Street Corp
Industry Financial Services
Experience
State Street November 1999 - August 2011
Merrill Lynch June 1995 - November 1999
Merrill Lynch January 1995 - June 1995
Skills
Excel - Pivot Tables,..., Word, Expenses, Corporate Actions, Accounts Payable, Invoicing, Bloomberg, Accounting, Mutual Funds, Forecasting, Fund Accounting, Cash, Reconciliation, Asset Management, Quantitative Analysis, Budgeting, Analysis, Client Service, Customer Service, Accounts Receivable, Wiring, Demand Deposit Accounts, Problem Solving, Account Reconciliation, Financial Services
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Accounting
Berkeley College - Woodbridge, NJ 1992 — 1994
Associates, Accounting
Rider University
Bachelors, Accounting
State Street November 1999 - August 2011
Merrill Lynch June 1995 - November 1999
Merrill Lynch January 1995 - June 1995
Skills
Excel - Pivot Tables,..., Word, Expenses, Corporate Actions, Accounts Payable, Invoicing, Bloomberg, Accounting, Mutual Funds, Forecasting, Fund Accounting, Cash, Reconciliation, Asset Management, Quantitative Analysis, Budgeting, Analysis, Client Service, Customer Service, Accounts Receivable, Wiring, Demand Deposit Accounts, Problem Solving, Account Reconciliation, Financial Services
Education
University of Phoenix 2012 — 2014
Bachelor's degree, Accounting
Berkeley College - Woodbridge, NJ 1992 — 1994
Associates, Accounting
Rider University
Bachelors, Accounting
Helen Dolan's Merrill Lynch Experience January 1987 - December 2000
Job Inventory Coordinator at Dolan Plumbing Heating & Air Conditioning
Industry Marketing and Advertising
Experience
Dolan Plumbing Heating & Air Conditioning January 2015 - Present
NCI March 2012 - Present
State Street Corporation 2000 - 2010
Merrill Lynch January 1987 - December 2000
Skills
Organization, Time Management, Detailed Organization, Management, Leadership, Capital Markets, Mutual Funds, Customer Service, Microsoft Excel, Cash Management
Education
Rider University 1980 — 1984
BS in Commerce, Management & accounting
Dolan Plumbing Heating & Air Conditioning January 2015 - Present
NCI March 2012 - Present
State Street Corporation 2000 - 2010
Merrill Lynch January 1987 - December 2000
Skills
Organization, Time Management, Detailed Organization, Management, Leadership, Capital Markets, Mutual Funds, Customer Service, Microsoft Excel, Cash Management
Education
Rider University 1980 — 1984
BS in Commerce, Management & accounting
francis keene's Merrill Lynch Experience August 1982 - November 2001
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2002 - Present
Merrill Lynch August 1982 - November 2001
Merrill Lynch August 1982 - November 2001
Skills
Alternative Investments, Asset Allocation, Equities, Series 7, Wealth Management, Portfolio Management, Estate Planning, Asset Management, Mutual Funds, Investment Strategies, Investments, Securities, Retirement Planning, Investment Advisory, Asset Managment, Strategic Financial..., Investment Management, ETFs, Wealth
Education
Rider University
Bachelor of Business Administration (BBA), Finance, General
PNC Wealth Management January 2002 - Present
Merrill Lynch August 1982 - November 2001
Merrill Lynch August 1982 - November 2001
Skills
Alternative Investments, Asset Allocation, Equities, Series 7, Wealth Management, Portfolio Management, Estate Planning, Asset Management, Mutual Funds, Investment Strategies, Investments, Securities, Retirement Planning, Investment Advisory, Asset Managment, Strategic Financial..., Investment Management, ETFs, Wealth
Education
Rider University
Bachelor of Business Administration (BBA), Finance, General
Jaimie Lazorchak's Merrill Lynch Experience December 2013 - April 2015
Job Portfolio Oversight Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust April 2015 - Present
Merrill Lynch December 2013 - April 2015
Merrill Lynch April 2012 - April 2013
Merrill Lynch January 2012 - April 2012
United Bank Card April 2011 - October 2011
Skills
Interpersonal..., Customer Satisfaction, Computer Proficiency, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, QuickBooks, Thompson One, Wealth Management..., Leadership, CRM, Sales, Communication
Education
Rutgers University 2008 — 2011
Bachelor of Science (BS), Psychology
Rider University
Master of Business Administration (M.B.A.)
U.S. Trust April 2015 - Present
Merrill Lynch December 2013 - April 2015
Merrill Lynch April 2012 - April 2013
Merrill Lynch January 2012 - April 2012
United Bank Card April 2011 - October 2011
Skills
Interpersonal..., Customer Satisfaction, Computer Proficiency, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, QuickBooks, Thompson One, Wealth Management..., Leadership, CRM, Sales, Communication
Education
Rutgers University 2008 — 2011
Bachelor of Science (BS), Psychology
Rider University
Master of Business Administration (M.B.A.)
Andrew Heinz's Merrill Lynch Experience August 2014 - Present
Job Wealth Management Intern at Merrill Lynch
Industry
Experience
Merrill Lynch August 2014 - Present
Education
Rider University 2014 — 2016
Merrill Lynch August 2014 - Present
Education
Rider University 2014 — 2016
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank