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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Will Benassi Will Benassi's Merrill Lynch Experience
Job Senior Financial Advisor, VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Wealth Management
Education
University of Hartford 1993 — 1994
Master of Business Administration (M.B.A.), International Business
Roanoke College 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch
Skills
Wealth Management
Education
University of Hartford 1993 — 1994
Master of Business Administration (M.B.A.), International Business
Roanoke College 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Andrey Abramov Andrey Abramov's Merrill Lynch Experience 2004 - 2004
Job Futures Analyst at BNP Paribas
Industry Banking
Experience
BNP Paribas September 2014 - Present
BTG Pactual April 2014 - July 2014
BlueMountain Capital Management October 2013 - January 2014
Goldman Sachs May 2013 - September 2013
Morgan Stanley May 2011 - April 2013
Wells Fargo December 2007 - May 2011
BP June 2006 - December 2007
Marcus & Millichap 2004 - 2005
Merrill Lynch 2004 - 2004
Skills
Series 7, Equities, Fixed Income, Options, Bonds, Futures, Trading, Middle Office, Operations, Trade Support, Brokerage, Customer Service, Margin, Banking, Valuation, Account Reconciliation, Bloomberg, Securities, Investments, Trade Booking, Collateral Management, Hedging, P&L delivery, Exposure Assessment, Repos, Commercial Paper, Foreign Exchange, US Treasuries, Integration, Business Transition, Hedge Funds
Education
University of Southern California - Marshall School of Business 2002 — 2006
BS, Business Administration - Finance, 3.67
Rochester Community and Technical College 2001 — 2002
Post-Secondary Studies, 4.0
John Marshall High School, Rochester, MN 1998 — 2002
High School Dimploma, 4.2 cumulative GPA
BNP Paribas September 2014 - Present
BTG Pactual April 2014 - July 2014
BlueMountain Capital Management October 2013 - January 2014
Goldman Sachs May 2013 - September 2013
Morgan Stanley May 2011 - April 2013
Wells Fargo December 2007 - May 2011
BP June 2006 - December 2007
Marcus & Millichap 2004 - 2005
Merrill Lynch 2004 - 2004
Skills
Series 7, Equities, Fixed Income, Options, Bonds, Futures, Trading, Middle Office, Operations, Trade Support, Brokerage, Customer Service, Margin, Banking, Valuation, Account Reconciliation, Bloomberg, Securities, Investments, Trade Booking, Collateral Management, Hedging, P&L delivery, Exposure Assessment, Repos, Commercial Paper, Foreign Exchange, US Treasuries, Integration, Business Transition, Hedge Funds
Education
University of Southern California - Marshall School of Business 2002 — 2006
BS, Business Administration - Finance, 3.67
Rochester Community and Technical College 2001 — 2002
Post-Secondary Studies, 4.0
John Marshall High School, Rochester, MN 1998 — 2002
High School Dimploma, 4.2 cumulative GPA
Sarah Weber's Merrill Lynch Experience September 2014 - March 2015
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Merrill Lynch September 2014 - March 2015
Morgan Stanley May 2014 - August 2014
Wells Fargo Advisors August 2013 - April 2014
Skills
Time Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Data Entry, Golf, Public Speaking, Critical Thinking, Data Analysis, Spreadsheets, Analysis, Outlook, Access
Education
Robert Morris University 2011 — 2015
Finance
Morgan Stanley July 2015 - Present
Merrill Lynch September 2014 - March 2015
Morgan Stanley May 2014 - August 2014
Wells Fargo Advisors August 2013 - April 2014
Skills
Time Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Data Entry, Golf, Public Speaking, Critical Thinking, Data Analysis, Spreadsheets, Analysis, Outlook, Access
Education
Robert Morris University 2011 — 2015
Finance
Michelle Ferenchiak Michelle Ferenchiak's Merrill Lynch Experience July 2008 - August 2008
Job Supervisor at Bederson LLP
Industry Accounting
Experience
Bederson LLP November 2009 - Present
Stan G. Boatwright CPA, PA January 2009 - June 2009
Mac & Bob's Restaurant April 2007 - June 2009
Roanoke College January 2008 - January 2009
Merrill Lynch July 2008 - August 2008
Skills
Tax Accounting, Accounting, Tax Preparation, Compilation Of..., Reviews, Financial Projection, Financial Statement..., Auditing, Financial Statements, CPA, Analysis
Education
Roanoke College 2005 — 2009
BBA, Accounting, Finance
Chatham High School 2001 — 2005
Bederson LLP November 2009 - Present
Stan G. Boatwright CPA, PA January 2009 - June 2009
Mac & Bob's Restaurant April 2007 - June 2009
Roanoke College January 2008 - January 2009
Merrill Lynch July 2008 - August 2008
Skills
Tax Accounting, Accounting, Tax Preparation, Compilation Of..., Reviews, Financial Projection, Financial Statement..., Auditing, Financial Statements, CPA, Analysis
Education
Roanoke College 2005 — 2009
BBA, Accounting, Finance
Chatham High School 2001 — 2005
Bruce Ronbeck Bruce Ronbeck's Merrill Lynch Experience January 1983 - August 1993
Job Executive Director at Natixis CIB Americas
Industry Financial Services
Experience
Natixis CIB Americas January 2015 - Present
Oppenheimer & Co. Inc. 2013 - 2014
HSBC September 2009 - July 2013
Arbor Research and Trading February 2009 - August 2009
JPMorgan Chase June 1998 - June 2008
Citi September 1996 - June 1998
UBS September 1993 - August 1996
Merrill Lynch January 1983 - August 1993
Skills
Fixed Income, Alternative Investments, Asset Management, Emerging Markets, Credit Derivatives, Institutional Sales, Trading Strategies, Superior Client Service, Portfolio Management, High Grade, High Yield, Project Finance, Compliance, Risk Management, Mutual Funds, Pension Funds, Insurance
Education
Rochester Institute of Technology 1974 — 1979
Business Administration, Finance
Rochester Institute of Technology
Bachelor of Applied Science (B.A.Sc.), Finance, General
Natixis CIB Americas January 2015 - Present
Oppenheimer & Co. Inc. 2013 - 2014
HSBC September 2009 - July 2013
Arbor Research and Trading February 2009 - August 2009
JPMorgan Chase June 1998 - June 2008
Citi September 1996 - June 1998
UBS September 1993 - August 1996
Merrill Lynch January 1983 - August 1993
Skills
Fixed Income, Alternative Investments, Asset Management, Emerging Markets, Credit Derivatives, Institutional Sales, Trading Strategies, Superior Client Service, Portfolio Management, High Grade, High Yield, Project Finance, Compliance, Risk Management, Mutual Funds, Pension Funds, Insurance
Education
Rochester Institute of Technology 1974 — 1979
Business Administration, Finance
Rochester Institute of Technology
Bachelor of Applied Science (B.A.Sc.), Finance, General
Patrick Broeske Patrick Broeske's Merrill Lynch Experience November 2000 - November 2002
Job Accredited Investment Fiduciary at Lakeside Wealth Management, LLC
Industry Financial Services
Experience
Lakeside Wealth Management, LLC November 2002 - Present
Merrill Lynch November 2000 - November 2002
Raymond James Financial Inc. March 1991 - October 2000
Skills
Wealth Management, Financial Advisory, Securities, Mutual Funds, Financial Services, Registered Investment..., Finance, FINRA, Investments, 401k, Independent fee-based..., Customer Service, Retirement Planning, Microsoft Office, Series 7, Team Building, Leadership, Retirement, Risk Management
Education
Ripon College 1985 — 1989
Bachelor of Arts (BA), Economics
Abbotsford High School 1981 — 1985
Lakeside Wealth Management, LLC November 2002 - Present
Merrill Lynch November 2000 - November 2002
Raymond James Financial Inc. March 1991 - October 2000
Skills
Wealth Management, Financial Advisory, Securities, Mutual Funds, Financial Services, Registered Investment..., Finance, FINRA, Investments, 401k, Independent fee-based..., Customer Service, Retirement Planning, Microsoft Office, Series 7, Team Building, Leadership, Retirement, Risk Management
Education
Ripon College 1985 — 1989
Bachelor of Arts (BA), Economics
Abbotsford High School 1981 — 1985
Heidi Herness's Merrill Lynch Experience June 2013 - August 2013
Job Sales Executive at Cottingham & Butler
Industry Marketing and Advertising
Experience
Cottingham & Butler June 2015 - Present
United States Soccer Federation 2006 - Present
Schneiderman's Furniture July 2014 - May 2015
Salem Glen Vineyard June 2013 - August 2014
Merrill Lynch June 2013 - August 2013
Mayo Clinic January 2013 - January 2013
Feld Entertainment August 2010 - April 2011
Professional Skaters Association March 2008 - July 2010
Skills
Figure Skating, Cheerleading, Sports Coaching, Golf, Choreography, Organization, Outstanding time..., Travel, Hockey, Sales Operations, Data Analysis, Event Planning, Research, Time Management, PowerPoint, Customer Service, Microsoft Office, Microsoft Word
Education
Gustavus Adolphus College 2011 — 2014
Bachelor of Arts, Honors Psychological Science
Rochester Community and Technical College 2008 — 2010
Byron High School 2006 — 2010
Cottingham & Butler June 2015 - Present
United States Soccer Federation 2006 - Present
Schneiderman's Furniture July 2014 - May 2015
Salem Glen Vineyard June 2013 - August 2014
Merrill Lynch June 2013 - August 2013
Mayo Clinic January 2013 - January 2013
Feld Entertainment August 2010 - April 2011
Professional Skaters Association March 2008 - July 2010
Skills
Figure Skating, Cheerleading, Sports Coaching, Golf, Choreography, Organization, Outstanding time..., Travel, Hockey, Sales Operations, Data Analysis, Event Planning, Research, Time Management, PowerPoint, Customer Service, Microsoft Office, Microsoft Word
Education
Gustavus Adolphus College 2011 — 2014
Bachelor of Arts, Honors Psychological Science
Rochester Community and Technical College 2008 — 2010
Byron High School 2006 — 2010
Paul Ross Sliker,CMC Paul Ross Sliker,CMC's Merrill Lynch Experience 1977 - 1985
Job Self Employed
Industry Financial Services
Experience
Wells Fargo Home Mortgage October 2013 - September 2014
GMH Mortgage April 2013 - October 2013
Cambridge Mortgage Group 2012 - 2013
Wells Fargo Home Mortgage April 2011 - March 2012
Jacob Dean Mortgage, Inc. 2008 - 2010
amortgagesearch 2001 - 2008
Abode Mortgage Company 1987 - 1998
Merrill Lynch 1977 - 1985
Skills
Refinance, Loan Origination, Mortgage, Loans, Mortgage Lending, FHA, Mortgage Banking, VA, Conventional, Mortgage Industry, USDA, VA loans, Sales Management, Real Estate, Negotiation, Investment Properties, First Time Home Buyers, Residential, Credit Analysis, Credit, Reverse Mortgages, Residential Mortgages, Team Building, Purchase, New Business Development, Consultative Selling, Real Estate Financing, Closings, Mortgage Marketing
Education
Rochester Institute of Technology 1972 — 1975
B.S., Accounting
Wells Fargo Home Mortgage October 2013 - September 2014
GMH Mortgage April 2013 - October 2013
Cambridge Mortgage Group 2012 - 2013
Wells Fargo Home Mortgage April 2011 - March 2012
Jacob Dean Mortgage, Inc. 2008 - 2010
amortgagesearch 2001 - 2008
Abode Mortgage Company 1987 - 1998
Merrill Lynch 1977 - 1985
Skills
Refinance, Loan Origination, Mortgage, Loans, Mortgage Lending, FHA, Mortgage Banking, VA, Conventional, Mortgage Industry, USDA, VA loans, Sales Management, Real Estate, Negotiation, Investment Properties, First Time Home Buyers, Residential, Credit Analysis, Credit, Reverse Mortgages, Residential Mortgages, Team Building, Purchase, New Business Development, Consultative Selling, Real Estate Financing, Closings, Mortgage Marketing
Education
Rochester Institute of Technology 1972 — 1975
B.S., Accounting
Jamie Quarnstrom Jamie Quarnstrom's Merrill Lynch Experience August 2012 - December 2013
Job Financial Analyst at Postlethwaite & Netterville
Industry Financial Services
Experience
Constellation September 2014 - August 2015
General Academic, Inc. January 2014 - June 2014
Merrill Lynch August 2012 - December 2013
Education
St. Edward's University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Ritsumeikan Asia Pacific University 2013 — 2013
Jersey Village High School 2005 — 2009
Constellation September 2014 - August 2015
General Academic, Inc. January 2014 - June 2014
Merrill Lynch August 2012 - December 2013
Education
St. Edward's University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Ritsumeikan Asia Pacific University 2013 — 2013
Jersey Village High School 2005 — 2009
Michelle Lavalette ☁ Michelle Lavalette ☁'s Merrill Lynch Experience August 2007 - July 2014
Job Salesforce.com consultant at Huron Consulting Group
Industry Information Technology and Services
Experience
Huron Consulting Group August 2014 - Present
Threshold Consulting August 2014 - October 2014
Merrill Lynch August 2007 - July 2014
Synergistix 2013 - 2013
GE Oil & Gas 2013 - 2013
John C. Lincoln Health Network 2012 - 2012
VMware 2010 - 2010
Skills
Epic Systems, Salesforce.com, Microsoft Office 2007, Instructor-led Training, Hands-on Training, Training, Training Delivery, EHR, Ambulatory, CRM, ClinDoc, CPOE, Healthcare, SharePoint, Software Implementation, Microsoft Office, Software Documentation, Business Analysis, Consulting
Education
Rochester Institute of Technology 1997 — 2002
BS, Imaging and photographic technology
Huron Consulting Group August 2014 - Present
Threshold Consulting August 2014 - October 2014
Merrill Lynch August 2007 - July 2014
Synergistix 2013 - 2013
GE Oil & Gas 2013 - 2013
John C. Lincoln Health Network 2012 - 2012
VMware 2010 - 2010
Skills
Epic Systems, Salesforce.com, Microsoft Office 2007, Instructor-led Training, Hands-on Training, Training, Training Delivery, EHR, Ambulatory, CRM, ClinDoc, CPOE, Healthcare, SharePoint, Software Implementation, Microsoft Office, Software Documentation, Business Analysis, Consulting
Education
Rochester Institute of Technology 1997 — 2002
BS, Imaging and photographic technology
Edward Rivkind's Merrill Lynch Experience October 2000 - April 2009
Job AVP, Trading Support at Bank of America
Industry Financial Services
Experience
Bank of America April 2009 - Present
Merrill Lynch October 2000 - April 2009
Continiuum Health Partners December 1998 - October 2000
Skills
Fixed Income, Equities, Risk Management, Remedy, Customer Relations, BMC Remedy, Banking, Bloomberg, Business Analysis, Capital Markets, Customer Service, Derivatives, Electronic Trading, Market Data, Investment Banking, Portfolio Management, Trading, Software Documentation, Trading Systems, Vendor Management, Financial Services, Bonds, Information Technology, Technology Management
Education
Rigas Tehniska Universitate 1984 — 1990
Bank of America April 2009 - Present
Merrill Lynch October 2000 - April 2009
Continiuum Health Partners December 1998 - October 2000
Skills
Fixed Income, Equities, Risk Management, Remedy, Customer Relations, BMC Remedy, Banking, Bloomberg, Business Analysis, Capital Markets, Customer Service, Derivatives, Electronic Trading, Market Data, Investment Banking, Portfolio Management, Trading, Software Documentation, Trading Systems, Vendor Management, Financial Services, Bonds, Information Technology, Technology Management
Education
Rigas Tehniska Universitate 1984 — 1990
Sean Meagher's Merrill Lynch Experience May 2015 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Lindenwood University August 2014 - May 2015
Novus International May 2013 - August 2013
St. Louis University High School June 2012 - August 2012
Moon Township Middle School February 2012 - June 2012
Skills
Accounting, Finance, Coaching, Leadership, Time Management, Teamwork, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Budgets, Public Speaking, Marketing, Social Media, Sales, Strategic Planning, Customer Service, Research, Outlook, Event Planning, Team Building, Social Networking, Team Leadership
Education
Lindenwood University 2014 — 2015
Master of Business Administration (MBA), Finance
Robert Morris University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Merrill Lynch May 2015 - Present
Lindenwood University August 2014 - May 2015
Novus International May 2013 - August 2013
St. Louis University High School June 2012 - August 2012
Moon Township Middle School February 2012 - June 2012
Skills
Accounting, Finance, Coaching, Leadership, Time Management, Teamwork, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Budgets, Public Speaking, Marketing, Social Media, Sales, Strategic Planning, Customer Service, Research, Outlook, Event Planning, Team Building, Social Networking, Team Leadership
Education
Lindenwood University 2014 — 2015
Master of Business Administration (MBA), Finance
Robert Morris University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Karis Crosby Karis Crosby's Merrill Lynch Experience September 2014 - Present
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch August 2013 - September 2014
Enterprise Holdings May 2012 - August 2013
Twist & Turns October 2010 - May 2012
City of Salem June 2011 - December 2011
Tuckaway Day Care June 2006 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Hospitality, Teamwork, Event Planning, Social Media, Event Management, Hospitality Management, English, Management, Time Management
Education
Roanoke College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Mills E. Godwin High School 2004 — 2008
Merrill Lynch September 2014 - Present
Merrill Lynch August 2013 - September 2014
Enterprise Holdings May 2012 - August 2013
Twist & Turns October 2010 - May 2012
City of Salem June 2011 - December 2011
Tuckaway Day Care June 2006 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Hospitality, Teamwork, Event Planning, Social Media, Event Management, Hospitality Management, English, Management, Time Management
Education
Roanoke College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Mills E. Godwin High School 2004 — 2008
Sergey Karpov Sergey Karpov's Merrill Lynch Experience 1996 - 1998
Job Business IT Professional
Industry Investment Banking
Experience
Private Fund Management December 2012 - Present
CLIO Research Inc. April 2009 - Present
UBS Investment Bank August 2004 - May 2009
Lehman Brothers April 2002 - July 2004
Goldman Sachs January 2000 - April 2002
Credit Suisse 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
WPF, C#, WCF, Design Patterns, .NET, Multithreading, WinForms, Entity Framework, SOA, Silverlight, SQL, C++, Agile Project Management, DDD, Low Latency, Concurrent Programming, Test Driven Development, Object Oriented Design, SQL Server, ADO.NET, LINQ, VSTO, Telerik, TDD, System Architecture, Real Time, TIBCO, Full SDLC, Tortoise SVN, CruiseControl, DevExpress, SWIFTNet, FIX, Charles River IMS, FpML, Infragistics, Windows Authorization..., ASP.NET SignalR
Education
Rigas Tehniska Universitate
MS, EE
Private Fund Management December 2012 - Present
CLIO Research Inc. April 2009 - Present
UBS Investment Bank August 2004 - May 2009
Lehman Brothers April 2002 - July 2004
Goldman Sachs January 2000 - April 2002
Credit Suisse 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
WPF, C#, WCF, Design Patterns, .NET, Multithreading, WinForms, Entity Framework, SOA, Silverlight, SQL, C++, Agile Project Management, DDD, Low Latency, Concurrent Programming, Test Driven Development, Object Oriented Design, SQL Server, ADO.NET, LINQ, VSTO, Telerik, TDD, System Architecture, Real Time, TIBCO, Full SDLC, Tortoise SVN, CruiseControl, DevExpress, SWIFTNet, FIX, Charles River IMS, FpML, Infragistics, Windows Authorization..., ASP.NET SignalR
Education
Rigas Tehniska Universitate
MS, EE
Edward Sawyer Edward Sawyer's Merrill Lynch Experience 2002 - 2005
Job Vice President of Business Development at Excel Lead Development
Industry Marketing and Advertising
Experience
Excel Lead Development July 2015 - Present
MassMutual Financial Group December 2012 - April 2014
Sawyer Insurance Agency 2011 - December 2012
Let's Help Now August 2009 - December 2012
Amerigo Home Lending February 2010 - February 2012
Merrill Lynch 2002 - 2005
Skills
Banking, Financial Planning, Real Estate, Coaching, Mortgage, Investments, Small Business, Entrepreneur, Entrepreneurship, Customer Service, Management Consulting, Strategic Financial..., Life Insurance, Finance, Mortgage Lending, Loans, Business Planning, Insurance, Analysis, Fixed Annuities, Retirement Planning, Estate Planning, Term Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, 401k, Securities, Retirement, Marketing, Management, Strategic Planning
Education
University of Cincinnati 1975 — 1981
BS, Education
Ripon College 1971 — 1973
Studied, Political Philosophy
Excel Lead Development July 2015 - Present
MassMutual Financial Group December 2012 - April 2014
Sawyer Insurance Agency 2011 - December 2012
Let's Help Now August 2009 - December 2012
Amerigo Home Lending February 2010 - February 2012
Merrill Lynch 2002 - 2005
Skills
Banking, Financial Planning, Real Estate, Coaching, Mortgage, Investments, Small Business, Entrepreneur, Entrepreneurship, Customer Service, Management Consulting, Strategic Financial..., Life Insurance, Finance, Mortgage Lending, Loans, Business Planning, Insurance, Analysis, Fixed Annuities, Retirement Planning, Estate Planning, Term Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, 401k, Securities, Retirement, Marketing, Management, Strategic Planning
Education
University of Cincinnati 1975 — 1981
BS, Education
Ripon College 1971 — 1973
Studied, Political Philosophy
Sean Millington Sean Millington's Merrill Lynch Experience August 1998 - May 2007
Job TACT Engineer at Enterprise Intergration
Industry Computer Networking
Experience
Enterprise Intergration August 2013 - Present
Jacksonville Urban League April 2012 - July 2013
Jacksonville Urban League April 2012 - 2013
North Florida OB/GYN June 2011 - March 2012
Darifair Foods February 2008 - May 2011
Merrill Lynch August 1998 - May 2007
Bank of America Merrill Lynch 2000 - 2007
Datacom Computer Services January 1996 - July 1998
Human Touch Technologies July 1994 - November 1996
American Express Centurion Service Corp August 1991 - July 1994
Skills
Citrix, Network Administration, Microsoft SQL Server, Security, Active Directory, Windows Server, SharePoint, Servers, Firewalls, Hardware, Data Center, IT Service Management, System Deployment, Networking, Access, Infrastructure, Windows 7, Technical Support, Operating Systems, Microsoft Exchange, XP, System Administration, Databases, Information Technology, Disaster Recovery, Employee Training, Coaching, Team Building, Research, Web Development, IT Management, Software Installation, Virtualization, Software Development, VMware, Network Security, IIS, Blackberry Enterprise..., SAN, WAN
Education
Rochester Institute of Technology 2004 — 2011
Associates Degree, Applied Arts and Science; E business management and technical writing
Rochester Institute of Technology
BS, E-Business Management
Enterprise Intergration August 2013 - Present
Jacksonville Urban League April 2012 - July 2013
Jacksonville Urban League April 2012 - 2013
North Florida OB/GYN June 2011 - March 2012
Darifair Foods February 2008 - May 2011
Merrill Lynch August 1998 - May 2007
Bank of America Merrill Lynch 2000 - 2007
Datacom Computer Services January 1996 - July 1998
Human Touch Technologies July 1994 - November 1996
American Express Centurion Service Corp August 1991 - July 1994
Skills
Citrix, Network Administration, Microsoft SQL Server, Security, Active Directory, Windows Server, SharePoint, Servers, Firewalls, Hardware, Data Center, IT Service Management, System Deployment, Networking, Access, Infrastructure, Windows 7, Technical Support, Operating Systems, Microsoft Exchange, XP, System Administration, Databases, Information Technology, Disaster Recovery, Employee Training, Coaching, Team Building, Research, Web Development, IT Management, Software Installation, Virtualization, Software Development, VMware, Network Security, IIS, Blackberry Enterprise..., SAN, WAN
Education
Rochester Institute of Technology 2004 — 2011
Associates Degree, Applied Arts and Science; E business management and technical writing
Rochester Institute of Technology
BS, E-Business Management
Steven Talerico MBA, CIA, CPA Steven Talerico MBA, CIA, CPA's Merrill Lynch Experience 1984 - 1990
Job Owner at Steven Talerico CPA LLC
Industry Accounting
Experience
Steven Talerico CPA LLC May 2012 - Present
H&R Block December 2011 - April 2012
Hanover Homes Inc 2002 - 2009
KPMG Consulting March 2000 - December 2001
Cap Gemini Ernst & Young January 1995 - March 2000
Bristol-Myers Squibb March 1990 - 1995
Merrill Lynch 1984 - 1990
Skills
Accounting, Finance, Analysis, Small Business, Strategic Financial..., Retirement, Insurance, Tax, Forecasting, Estate Planning, Leadership, Financial Analysis, Budgets, Risk Management, Account Management, Asset Management, Business Planning, Real Estate, Budgeting, Strategic Planning, Financial Accounting, Retirement Plans, Tax Preparation
Education
Rider University 1987 — 1989
MBA
University of Florida 1981 — 1983
BS
Chaminade High School 1974 — 1978
Little Flower
Steven Talerico CPA LLC May 2012 - Present
H&R Block December 2011 - April 2012
Hanover Homes Inc 2002 - 2009
KPMG Consulting March 2000 - December 2001
Cap Gemini Ernst & Young January 1995 - March 2000
Bristol-Myers Squibb March 1990 - 1995
Merrill Lynch 1984 - 1990
Skills
Accounting, Finance, Analysis, Small Business, Strategic Financial..., Retirement, Insurance, Tax, Forecasting, Estate Planning, Leadership, Financial Analysis, Budgets, Risk Management, Account Management, Asset Management, Business Planning, Real Estate, Budgeting, Strategic Planning, Financial Accounting, Retirement Plans, Tax Preparation
Education
Rider University 1987 — 1989
MBA
University of Florida 1981 — 1983
BS
Chaminade High School 1974 — 1978
Little Flower
Jamison Chue Jamison Chue's Merrill Lynch Experience September 2012 - December 2012
Job Financial Analyst at Wolverine Worldwide
Industry Financial Services
Experience
Saucony May 2015 - Present
JPMorgan Chase June 2014 - May 2015
State Street August 2013 - May 2014
StonehamBank May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
The Hofeller Company May 2012 - October 2012
Nordstrom June 2011 - May 2012
Target June 2009 - August 2009
Cafe Nicholas May 2009 - July 2009
Skills
Working With Children, Money Handling, Customer Interaction, Customer Service, Supervising Others, Safety, Evaluation, Invoice Processing, Spreadsheets, Money, Inventory Management, Accounts Payable, PowerPoint, Microsoft Office, Microsoft Excel, Organizational Behavior, Customer Support, Outlook, Microsoft Word, Teamwork, Retail, Mutual Funds, Investments, Fund Administration, Finance, Invoicing, Stocks, Bloomberg, Due Diligence, Analysis, Financial Analysis, Bloomberg Terminal, Accounting, Account Reconciliation, Management, Financial Accounting, Access, Portfolio Management, Time Management, Data Entry, Wealth Management, Financial Services, Financial Statements, Cash, Expenses, Securities, Research, Pivot Tables, Fund Accounting, Equities
Education
University of Massachusetts Boston 2010 — 2014
Bachelor of Science, Management; Finance
Rivier College 2009 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Saucony May 2015 - Present
JPMorgan Chase June 2014 - May 2015
State Street August 2013 - May 2014
StonehamBank May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
The Hofeller Company May 2012 - October 2012
Nordstrom June 2011 - May 2012
Target June 2009 - August 2009
Cafe Nicholas May 2009 - July 2009
Skills
Working With Children, Money Handling, Customer Interaction, Customer Service, Supervising Others, Safety, Evaluation, Invoice Processing, Spreadsheets, Money, Inventory Management, Accounts Payable, PowerPoint, Microsoft Office, Microsoft Excel, Organizational Behavior, Customer Support, Outlook, Microsoft Word, Teamwork, Retail, Mutual Funds, Investments, Fund Administration, Finance, Invoicing, Stocks, Bloomberg, Due Diligence, Analysis, Financial Analysis, Bloomberg Terminal, Accounting, Account Reconciliation, Management, Financial Accounting, Access, Portfolio Management, Time Management, Data Entry, Wealth Management, Financial Services, Financial Statements, Cash, Expenses, Securities, Research, Pivot Tables, Fund Accounting, Equities
Education
University of Massachusetts Boston 2010 — 2014
Bachelor of Science, Management; Finance
Rivier College 2009 — 2010
Bachelor of Science (B.S.), Accounting and Finance
lucia olague lucia olague's Merrill Lynch Experience 1997 - 2007
Job Pharmacy Technician at Rush Hospital
Industry Mechanical or Industrial Engineering
Experience
Rush University Medical Center 2013 - Present
Target September 2005 - July 2014
Maxwell Services, Inc. January 2009 - September 2012
Merrill Lynch 1997 - 2007
Skills
Computer Proficiency, Spanish, Typing, Data Entry, Customer Service, Administrative..., Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Critical Thinking, Teamwork, Team Building, Spreadsheets, Proposal Writing, Invoicing, Credit, QuickBooks
Education
Robert Morris College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Rush University Medical Center 2013 - Present
Target September 2005 - July 2014
Maxwell Services, Inc. January 2009 - September 2012
Merrill Lynch 1997 - 2007
Skills
Computer Proficiency, Spanish, Typing, Data Entry, Customer Service, Administrative..., Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Critical Thinking, Teamwork, Team Building, Spreadsheets, Proposal Writing, Invoicing, Credit, QuickBooks
Education
Robert Morris College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Charlene (Kriegseis) Roberts's Merrill Lynch Experience September 2002 - September 2004
Job Sr. Vice President at Federal Benefits Educators
Industry Education Management
Experience
Federal Benefits Educators December 2008 - Present
Morgan Stanley Smith Barney September 2004 - January 2007
Merrill Lynch September 2002 - September 2004
Law Office of Trey Meyers September 2001 - September 2002
Morgan Stanley May 2000 - May 2001
Direct Advertising Services October 1995 - May 2000
Associated Aviation Underwriters April 1986 - October 1995
Skills
Sales, Training, Management, Customer Service, Insurance, Coaching, Team Building, Public Speaking, Recruiting, Analysis, Strategic Planning, Leadership Development
Education
Robert Morris College
Legal
Federal Benefits Educators December 2008 - Present
Morgan Stanley Smith Barney September 2004 - January 2007
Merrill Lynch September 2002 - September 2004
Law Office of Trey Meyers September 2001 - September 2002
Morgan Stanley May 2000 - May 2001
Direct Advertising Services October 1995 - May 2000
Associated Aviation Underwriters April 1986 - October 1995
Skills
Sales, Training, Management, Customer Service, Insurance, Coaching, Team Building, Public Speaking, Recruiting, Analysis, Strategic Planning, Leadership Development
Education
Robert Morris College
Legal
Dinah Redhouse's Merrill Lynch Experience March 2012 - November 2013
Job Portfolio Admin
Industry Financial Services
Experience
Sterling Capital Management LLC March 2014 - Present
Apptini June 2013 - Present
Merrill Lynch March 2012 - November 2013
ColorJar September 2012 - October 2013
Bank of America May 2010 - September 2012
JPMorgan Chase May 2009 - May 2010
Northwestern Mutual May 2008 - May 2009
Clear Channel April 2008 - December 2008
Covad Communications March 2005 - September 2006
Skills
Financial Analysis, Strategic Planning, Data Analysis, Access, Market Research, Microsoft Office, PowerPoint, Event Planning, Online Marketing, Outlook, Team Building, E-commerce, Public Relations, Qualitative Research, Forecasting, Testing, Underwriting, Decision Making, Innovation, Quality, Quantitative, Customer Service
Education
Rochester Institute of Technology 2004 — 2008
Business Administration, Marketing, Advertising, Public Relations
Sterling Capital Management LLC March 2014 - Present
Apptini June 2013 - Present
Merrill Lynch March 2012 - November 2013
ColorJar September 2012 - October 2013
Bank of America May 2010 - September 2012
JPMorgan Chase May 2009 - May 2010
Northwestern Mutual May 2008 - May 2009
Clear Channel April 2008 - December 2008
Covad Communications March 2005 - September 2006
Skills
Financial Analysis, Strategic Planning, Data Analysis, Access, Market Research, Microsoft Office, PowerPoint, Event Planning, Online Marketing, Outlook, Team Building, E-commerce, Public Relations, Qualitative Research, Forecasting, Testing, Underwriting, Decision Making, Innovation, Quality, Quantitative, Customer Service
Education
Rochester Institute of Technology 2004 — 2008
Business Administration, Marketing, Advertising, Public Relations
Stephen Guttenberg Stephen Guttenberg's Merrill Lynch Experience January 1994 - Present
Job Senior Financial Advisor, First Vice President, Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 1994 - Present
Skills
Financial Risk, Financial Advisory, Equities, Asset Management, Finance, Retirement Planning, Investments, Strategic Financial..., Budgets, Customer Service, Mutual Funds, Alternative Investments, Financial Planning, Management, Microsoft Office, Portfolio Management, Series 7
Education
Rochester Institute of Technology 1979 — 1982
BS, Business/Hotel Administration
Merrill Lynch January 1994 - Present
Skills
Financial Risk, Financial Advisory, Equities, Asset Management, Finance, Retirement Planning, Investments, Strategic Financial..., Budgets, Customer Service, Mutual Funds, Alternative Investments, Financial Planning, Management, Microsoft Office, Portfolio Management, Series 7
Education
Rochester Institute of Technology 1979 — 1982
BS, Business/Hotel Administration
Sonu Johar Sonu Johar's Merrill Lynch Experience October 2000 - December 2002
Job Actively Seeking Opportunities
Industry Investment Management
Experience
Forte Capital October 2009 - Present
Apple January 2012 - March 2013
Bryce Capital Management September 2007 - October 2009
Smith Barney December 2002 - September 2007
Merrill Lynch October 2000 - December 2002
Skills
Investments, Portfolio Management, Management, Fixed Income, Asset Allocation, Mutual Funds, Financial Services, Trading, Finance, Customer Service, Risk Management
Education
Rochester Institute of Technology 1995 — 2000
BS, Finance
State University of New York at Buffalo 1993 — 1995
Electrical and Mechanical Engineering
Forte Capital October 2009 - Present
Apple January 2012 - March 2013
Bryce Capital Management September 2007 - October 2009
Smith Barney December 2002 - September 2007
Merrill Lynch October 2000 - December 2002
Skills
Investments, Portfolio Management, Management, Fixed Income, Asset Allocation, Mutual Funds, Financial Services, Trading, Finance, Customer Service, Risk Management
Education
Rochester Institute of Technology 1995 — 2000
BS, Finance
State University of New York at Buffalo 1993 — 1995
Electrical and Mechanical Engineering
Jonathan Meczywor, PPC Jonathan Meczywor, PPC's Merrill Lynch Experience February 2008 - July 2009
Job LPL Financial Advisor at Balance Rock Investment Group
Industry Financial Services
Experience
LPL Financial June 2009 - Present
Merrill Lynch February 2008 - July 2009
Wells Fargo September 2006 - February 2008
Skills
Investments, Retirement Planning, Mutual Funds, Securities, Wealth Management, Asset Managment, Professional Plan..., Small Business, Insurance, Asset Management, Financial Services, Series 63, Retirement, Finance, Series 7
Education
Robert Morris University 2012 — 2012
Professional Plan Consultant Designation
University of Maine 2000 — 2004
BA
LPL Financial June 2009 - Present
Merrill Lynch February 2008 - July 2009
Wells Fargo September 2006 - February 2008
Skills
Investments, Retirement Planning, Mutual Funds, Securities, Wealth Management, Asset Managment, Professional Plan..., Small Business, Insurance, Asset Management, Financial Services, Series 63, Retirement, Finance, Series 7
Education
Robert Morris University 2012 — 2012
Professional Plan Consultant Designation
University of Maine 2000 — 2004
BA
Ian Kervick-Jimenez Ian Kervick-Jimenez's Merrill Lynch Experience May 2011 - June 2011
Job Business Analyst at Sionic Advisors
Industry Management Consulting
Experience
Sionic Advisors December 2014 - Present
Mindshare March 2014 - November 2014
Pats Peak Ski Area December 2013 - March 2014
Central Reserve Bank of Peru September 2013 - December 2013
The Barley House May 2013 - September 2013
Roanoke College August 2012 - May 2013
Roanoke College August 2010 - May 2012
Merrill Lynch May 2011 - June 2011
Skills
Valuation, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Statistics, Market Research, Econometrics, Econometric Modeling, Economics, Stata, Portfolio Management, Mathematica, Accounting, Spanish, Data Analysis, Research, Microsoft Word
Education
Roanoke College 2009 — 2013
Bachelor's Degree, Economics
Bow High School 2005 — 2009
High School
Sionic Advisors December 2014 - Present
Mindshare March 2014 - November 2014
Pats Peak Ski Area December 2013 - March 2014
Central Reserve Bank of Peru September 2013 - December 2013
The Barley House May 2013 - September 2013
Roanoke College August 2012 - May 2013
Roanoke College August 2010 - May 2012
Merrill Lynch May 2011 - June 2011
Skills
Valuation, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Statistics, Market Research, Econometrics, Econometric Modeling, Economics, Stata, Portfolio Management, Mathematica, Accounting, Spanish, Data Analysis, Research, Microsoft Word
Education
Roanoke College 2009 — 2013
Bachelor's Degree, Economics
Bow High School 2005 — 2009
High School
Toni Ann Sacco, CFP, CRPC's Merrill Lynch Experience April 2001 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2001 - Present
Skills
Retirement Planning, Series 7
Education
Robert Morris University 1997 — 2001
B.S.B.A., Finance
Seton-La Salle High School 1993 — 1997
Merrill Lynch April 2001 - Present
Skills
Retirement Planning, Series 7
Education
Robert Morris University 1997 — 2001
B.S.B.A., Finance
Seton-La Salle High School 1993 — 1997
Eduard Karasik, PMP, CSM Eduard Karasik, PMP, CSM's Merrill Lynch Experience February 2006 - April 2008
Job Project Manager at Cambia Health Solutions
Industry Information Technology and Services
Experience
Cambia Health Solutions July 2014 - July 2015
Software Technology Group December 2011 - June 2014
Pearson VUE April 2009 - November 2011
Nielsen April 2008 - January 2009
Merrill Lynch February 2006 - April 2008
Computer Associates April 2001 - February 2006
Paychex Inc. May 2000 - April 2001
Skills
Agile Methodologies, Agile Project Management, SDLC, Scrum, Software Project..., Requirements Analysis, PMP, Kanban, User Stories, Use Case, Project Planning, Software Development, Business Analysis, Project Management, Release Management, Scope Management, Process Management, Risk Management, Risk Analysis, Software Design, SQL, Software Engineering, Microsoft SQL Server, Enterprise Software, Integration, Java, C++, Perl, Oracle, Extreme Programming, Schedule Control, Communications..., Process Improvement, Localization, Distributed Team..., SharePoint, TFS, JIRA, Cross-functional Team..., Test Driven Development
Education
Rochester Institute of Technology 1998 — 2001
BS
Cambia Health Solutions July 2014 - July 2015
Software Technology Group December 2011 - June 2014
Pearson VUE April 2009 - November 2011
Nielsen April 2008 - January 2009
Merrill Lynch February 2006 - April 2008
Computer Associates April 2001 - February 2006
Paychex Inc. May 2000 - April 2001
Skills
Agile Methodologies, Agile Project Management, SDLC, Scrum, Software Project..., Requirements Analysis, PMP, Kanban, User Stories, Use Case, Project Planning, Software Development, Business Analysis, Project Management, Release Management, Scope Management, Process Management, Risk Management, Risk Analysis, Software Design, SQL, Software Engineering, Microsoft SQL Server, Enterprise Software, Integration, Java, C++, Perl, Oracle, Extreme Programming, Schedule Control, Communications..., Process Improvement, Localization, Distributed Team..., SharePoint, TFS, JIRA, Cross-functional Team..., Test Driven Development
Education
Rochester Institute of Technology 1998 — 2001
BS
Trisha Gianvito Trisha Gianvito's Merrill Lynch Experience January 1987 - June 1987
Job Gianvito Consulting Services
Industry Accounting
Experience
Gianvito Consulting Services June 2002 - Present
FE Parker Memorial Home May 1995 - June 2002
Presbyterian Homes of New Jersey May 1989 - April 1994
Executive Property Management January 1988 - May 1989
Drexel Burnham Lambert June 1987 - January 1988
Merrill Lynch January 1987 - June 1987
Martin Marietta Data Systems April 1985 - November 1986
Skills
Human Resources, Employee Benefits, Financial Analysis, Healthcare Consulting, Medicare/Medicaid..., Analysis, Healthcare Information..., Medical Practice..., Computer Proficiency, Financial Statements, Policy, Management, Budgets, Accounts Receivable, Project Management
Education
Rider University 1987 — 1989
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rider University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting
Gianvito Consulting Services June 2002 - Present
FE Parker Memorial Home May 1995 - June 2002
Presbyterian Homes of New Jersey May 1989 - April 1994
Executive Property Management January 1988 - May 1989
Drexel Burnham Lambert June 1987 - January 1988
Merrill Lynch January 1987 - June 1987
Martin Marietta Data Systems April 1985 - November 1986
Skills
Human Resources, Employee Benefits, Financial Analysis, Healthcare Consulting, Medicare/Medicaid..., Analysis, Healthcare Information..., Medical Practice..., Computer Proficiency, Financial Statements, Policy, Management, Budgets, Accounts Receivable, Project Management
Education
Rider University 1987 — 1989
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rider University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting
Sara Sloman Sara Sloman's Merrill Lynch Experience January 2012 - May 2012
Job Internal Auditor at Markel Corporation
Industry Accounting
Experience
Markel Corporation May 2015 - Present
Admiral Administration Ltd June 2014 - May 2015
Auditor of Public Accounts May 2012 - May 2014
Merrill Lynch January 2012 - May 2012
Roanoke College February 2011 - March 2012
AREVA NP June 2011 - August 2011
Roanoke College June 2010 - August 2010
Skills
Microsoft Excel, Data Analysis, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Access, Oracle Discoverer, Banner Finance, Research, Outlook, Auditing, Statistics, Data Entry, Editing, SPSS, Analysis, Finance, QuickBooks
Education
Roanoke College 2008 — 2012
BBA, Business Administration, Accounting
Markel Corporation May 2015 - Present
Admiral Administration Ltd June 2014 - May 2015
Auditor of Public Accounts May 2012 - May 2014
Merrill Lynch January 2012 - May 2012
Roanoke College February 2011 - March 2012
AREVA NP June 2011 - August 2011
Roanoke College June 2010 - August 2010
Skills
Microsoft Excel, Data Analysis, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Access, Oracle Discoverer, Banner Finance, Research, Outlook, Auditing, Statistics, Data Entry, Editing, SPSS, Analysis, Finance, QuickBooks
Education
Roanoke College 2008 — 2012
BBA, Business Administration, Accounting
Peter Sartori Peter Sartori's Merrill Lynch Experience 2005 - 2009
Job Financial Advisor at Erb FInancial
Industry Financial Services
Experience
Erb FInancial September 2014 - Present
Centra Financial Group December 2009 - September 2014
Merrill Lynch 2005 - 2009
Skills
Asset Managment, Account Management, Sales, Strategic Planning, Insurance, Salesforce.com, Strategic Financial..., Customer Service, Investments, Estate Planning, Financial Modeling, Marketing, Microsoft Office, Forecasting, New Business Development, Business Development, Leadership, Strategy, Asset Management, Financial Planning
Education
Rochester Institute of Technology 1984 — 1988
Bachelor, Business
St. Francis High School 1981 — 1984
Erb FInancial September 2014 - Present
Centra Financial Group December 2009 - September 2014
Merrill Lynch 2005 - 2009
Skills
Asset Managment, Account Management, Sales, Strategic Planning, Insurance, Salesforce.com, Strategic Financial..., Customer Service, Investments, Estate Planning, Financial Modeling, Marketing, Microsoft Office, Forecasting, New Business Development, Business Development, Leadership, Strategy, Asset Management, Financial Planning
Education
Rochester Institute of Technology 1984 — 1988
Bachelor, Business
St. Francis High School 1981 — 1984
John Melnick II's Merrill Lynch Experience 1985 - 1986
Job Senior Loan Officer at Presidential Bank
Industry Financial Services
Experience
Presidential Bank September 2009 - Present
National City Mortgage/PNC July 1999 - September 2009
Mortgage Capital Investors 1996 - July 1999
James Madison Mortgage 1991 - 1996
Dominion Bank Mortgage 1989 - 1991
Mortgage Funding Corporation 1986 - 1989
Merrill Lynch 1985 - 1986
Skills
Condos, Finance, First Time Home Buyers, Foreclosures, Investment Properties, Loan Origination, Loans, Mortgage Lending, Mortgage Marketing, Real Estate, Referrals, Refinance, Residential Homes, Residential Mortgages, Sellers, Short Sales, Underwriting
Education
Roanoke College 1981 — 1985
BBA, Business
Presidential Bank September 2009 - Present
National City Mortgage/PNC July 1999 - September 2009
Mortgage Capital Investors 1996 - July 1999
James Madison Mortgage 1991 - 1996
Dominion Bank Mortgage 1989 - 1991
Mortgage Funding Corporation 1986 - 1989
Merrill Lynch 1985 - 1986
Skills
Condos, Finance, First Time Home Buyers, Foreclosures, Investment Properties, Loan Origination, Loans, Mortgage Lending, Mortgage Marketing, Real Estate, Referrals, Refinance, Residential Homes, Residential Mortgages, Sellers, Short Sales, Underwriting
Education
Roanoke College 1981 — 1985
BBA, Business
Stephanie Lovria Stephanie Lovria's Merrill Lynch Experience July 2008 - November 2011
Job Instructor at Bank of America
Industry Financial Services
Experience
Bank of America November 2011 - Present
Merrill Lynch July 2008 - November 2011
University of Virginia Health System June 2007 - June 2008
University of Rochester Medical Center May 2006 - May 2007
Skills
Leadership, Public Speaking, Investments
Education
Rochester Institute of Technology
Bank of America November 2011 - Present
Merrill Lynch July 2008 - November 2011
University of Virginia Health System June 2007 - June 2008
University of Rochester Medical Center May 2006 - May 2007
Skills
Leadership, Public Speaking, Investments
Education
Rochester Institute of Technology
Stephen Pagano Stephen Pagano's Merrill Lynch Experience December 2003 - May 2005
Job Gaming & Leisure Analyst
Industry Financial Services
Experience
Standard & Poor's August 2013 - Present
Peter J. Solomon Company July 2012 - August 2013
Peter J. Solomon Company June 2011 - August 2011
Standard & Poor's August 2006 - August 2010
Morgan Stanley Investment Management June 2005 - July 2006
Merrill Lynch December 2003 - May 2005
Skills
Financial Modeling, Fixed Income Analysis, Investment Banking, Finance, Mergers & Acquisitions, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Credit Risk, Asset Management, DCF, Bloomberg, Credit Analysis, Bloomberg Terminal, Capital IQ, Strategy, Mergers, Excel, Credit, Modeling, Accounting, PowerPoint, Research, Financial Accounting, Industry Research, Business Valuation
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance, Accounting
Rider University 2001 — 2005
Bachelor of Science (BS), Finance, General
Standard & Poor's August 2013 - Present
Peter J. Solomon Company July 2012 - August 2013
Peter J. Solomon Company June 2011 - August 2011
Standard & Poor's August 2006 - August 2010
Morgan Stanley Investment Management June 2005 - July 2006
Merrill Lynch December 2003 - May 2005
Skills
Financial Modeling, Fixed Income Analysis, Investment Banking, Finance, Mergers & Acquisitions, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Credit Risk, Asset Management, DCF, Bloomberg, Credit Analysis, Bloomberg Terminal, Capital IQ, Strategy, Mergers, Excel, Credit, Modeling, Accounting, PowerPoint, Research, Financial Accounting, Industry Research, Business Valuation
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance, Accounting
Rider University 2001 — 2005
Bachelor of Science (BS), Finance, General
Twisha Maskey's Merrill Lynch Experience June 2009 - October 2011
Job Investment Management Associate at BlackRock
Industry Investment Management
Experience
BlackRock March 2014 - Present
Rider University Advancement Services January 2012 - December 2013
Merrill Lynch June 2009 - October 2011
Merrill Lynch June 2007 - October 2008
Education
Rider University 2012 — 2013
MBA, Finance, 3.9 GPA
Rutgers, The State University of New Jersey 2005 — 2009
Bachelors of Arts Degree, Economics
BlackRock March 2014 - Present
Rider University Advancement Services January 2012 - December 2013
Merrill Lynch June 2009 - October 2011
Merrill Lynch June 2007 - October 2008
Education
Rider University 2012 — 2013
MBA, Finance, 3.9 GPA
Rutgers, The State University of New Jersey 2005 — 2009
Bachelors of Arts Degree, Economics
Sean Chin Sean Chin's Merrill Lynch Experience March 1995 - March 2003
Job Consultant Marketing Finance at 1800flowers.com
Industry Consumer Services
Experience
1800flowers.com February 2015 - July 2015
Citi June 2012 - June 2013
UBS February 2005 - June 2012
Buckingham Research Group September 2003 - January 2005
Merrill Lynch March 1995 - March 2003
Skills
Budgets, Banking, Analytics, Valuation, Investments, Risk Management, Corporate Finance, Financial Reporting, Portfolio Management, Strategic Financial..., Finance, Analysis, Financial Analysis, Financial Modeling, Strategy, Forecasting
Education
Rochester Institute of Technology
BS, Finance
1800flowers.com February 2015 - July 2015
Citi June 2012 - June 2013
UBS February 2005 - June 2012
Buckingham Research Group September 2003 - January 2005
Merrill Lynch March 1995 - March 2003
Skills
Budgets, Banking, Analytics, Valuation, Investments, Risk Management, Corporate Finance, Financial Reporting, Portfolio Management, Strategic Financial..., Finance, Analysis, Financial Analysis, Financial Modeling, Strategy, Forecasting
Education
Rochester Institute of Technology
BS, Finance
Nan Yun, FRM Nan Yun, FRM's Merrill Lynch Experience June 2011 - August 2011
Job Financial Analyst at Morgan Properties
Industry Real Estate
Experience
Morgan Properties July 2014 - Present
Kantor Financial Group, LLC April 2013 - July 2014
SAP September 2012 - March 2013
Rochester Institute of Technology November 2011 - March 2012
Merrill Lynch June 2011 - August 2011
Rochester Institute of Technology September 2010 - May 2011
Hp Customer Service Center, Beijing Branch, Beijing, China April 2010 - May 2010
Industrial and Commercial Bank of China July 2009 - August 2009
Agricultural Bank of China July 2008 - August 2008
Xiaowu Electrical Appliance Co. Ltd July 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Statistics, Microsoft Office, Excel, Word, PowerPoint, Access, Accounting, Banking, Economics, Data Analysis, Corporate Finance, Forecasting and..., Valuation, Research, Teamwork, English, Mandarin, Microsoft Excel, Derivatives, Finance
Education
Rochester Institute of Technology 2010 — 2012
Master, Finance
Beijing University of Chemical Technology (BUCT) 2006 — 2010
Bs. in International Economics and Trade, Economics, Accounting, Marketing, Statistics, Financial Markets, International Finance, Management
Morgan Properties July 2014 - Present
Kantor Financial Group, LLC April 2013 - July 2014
SAP September 2012 - March 2013
Rochester Institute of Technology November 2011 - March 2012
Merrill Lynch June 2011 - August 2011
Rochester Institute of Technology September 2010 - May 2011
Hp Customer Service Center, Beijing Branch, Beijing, China April 2010 - May 2010
Industrial and Commercial Bank of China July 2009 - August 2009
Agricultural Bank of China July 2008 - August 2008
Xiaowu Electrical Appliance Co. Ltd July 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Statistics, Microsoft Office, Excel, Word, PowerPoint, Access, Accounting, Banking, Economics, Data Analysis, Corporate Finance, Forecasting and..., Valuation, Research, Teamwork, English, Mandarin, Microsoft Excel, Derivatives, Finance
Education
Rochester Institute of Technology 2010 — 2012
Master, Finance
Beijing University of Chemical Technology (BUCT) 2006 — 2010
Bs. in International Economics and Trade, Economics, Accounting, Marketing, Statistics, Financial Markets, International Finance, Management
Thomas J. Granaghan Thomas J. Granaghan's Merrill Lynch Experience 1998 - 2004
Job COO/SVP, CLIENT/INVESTOR SUPPORT SERVICES, FINANCIAL SERVICES, ASSET MANAGEMENT
Industry Financial Services
Experience
Lord, Abbett & Co. LLC 2004 - 2015
Merrill Lynch 1998 - 2004
Skills
Mutual Funds, Series 7, Asset Management, Investments, Budgets, Marketing Strategy, Separately Managed..., Financial Services, Alternative Investments, Asset Allocation, Fixed Income, CRM, Budget Management, Hedge Funds, Project Management, Strategic Planning, Data Strategies, Institutional Marketing, Transfer Agency, Customer Experience, Customer Service, Series 24, Process Improvement, Management, Securities, Portfolio Management, Wealth Management, Leadership, Strategy, Equities, Finance, Risk Management, Series 63, Analysis, Vendor Management, Capital Markets, Financial Modeling, Marketing, Financial Advisory, Financial Analysis, Sales, Distribution Strategies, Business Process..., Operations Management, CRM Integration, Talent Management, Outsourcing Management, Product Marketing, Six Sigma, Vendor Relationship...
Education
Rider University 1989 — 1991
MBA, Business Administration and Management, General
Rider University 1984 — 1988
Bachelor's Degree, Finance
Lord, Abbett & Co. LLC 2004 - 2015
Merrill Lynch 1998 - 2004
Skills
Mutual Funds, Series 7, Asset Management, Investments, Budgets, Marketing Strategy, Separately Managed..., Financial Services, Alternative Investments, Asset Allocation, Fixed Income, CRM, Budget Management, Hedge Funds, Project Management, Strategic Planning, Data Strategies, Institutional Marketing, Transfer Agency, Customer Experience, Customer Service, Series 24, Process Improvement, Management, Securities, Portfolio Management, Wealth Management, Leadership, Strategy, Equities, Finance, Risk Management, Series 63, Analysis, Vendor Management, Capital Markets, Financial Modeling, Marketing, Financial Advisory, Financial Analysis, Sales, Distribution Strategies, Business Process..., Operations Management, CRM Integration, Talent Management, Outsourcing Management, Product Marketing, Six Sigma, Vendor Relationship...
Education
Rider University 1989 — 1991
MBA, Business Administration and Management, General
Rider University 1984 — 1988
Bachelor's Degree, Finance
Bill Warnock Bill Warnock's Merrill Lynch Experience April 2007 - February 2009
Job VP Corporate Accounting Policy at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2009 - Present
Merrill Lynch April 2007 - February 2009
PNC December 1995 - April 2007
Integra Financial Services January 1993 - November 1995
Landmark Savings Association April 1984 - December 1992
Public Accounting October 1980 - March 1984
Education
Waynesburg University 2007 — 2008
MBA
Robert Morris University 1976 — 1980
BSBA, Accounting
BNY Mellon February 2009 - Present
Merrill Lynch April 2007 - February 2009
PNC December 1995 - April 2007
Integra Financial Services January 1993 - November 1995
Landmark Savings Association April 1984 - December 1992
Public Accounting October 1980 - March 1984
Education
Waynesburg University 2007 — 2008
MBA
Robert Morris University 1976 — 1980
BSBA, Accounting
Pamela Samuels Pamela Samuels's Merrill Lynch Experience 2000 - 2007
Job Director of Marketing at Generations, an estate and trust law firm
Industry Legal Services
Experience
Generations, an estate and trust law firm February 2011 - Present
Nationwide Retirement Solutions, Inc. February 2010 - January 2011
WaMu Investments, Inc./A JP Morgan Chase Company April 2007 - January 2009
Merrill Lynch 2000 - 2007
Banc of America Investment Services 1989 - 2000
Education
Rochester Community and Technical College 1972 — 1973
Generations, an estate and trust law firm February 2011 - Present
Nationwide Retirement Solutions, Inc. February 2010 - January 2011
WaMu Investments, Inc./A JP Morgan Chase Company April 2007 - January 2009
Merrill Lynch 2000 - 2007
Banc of America Investment Services 1989 - 2000
Education
Rochester Community and Technical College 1972 — 1973
Christina Bernstein Christina Bernstein's Merrill Lynch Experience March 1988 - May 2001
Job Administrative Coordinator
Industry Restaurants
Experience
McDonald's Corporation April 2010 - Present
Wells Fargo Advisors May 2002 - December 2009
Wachovia, A Wells Fargo Company May 2001 - May 2002
Merrill Lynch March 1988 - May 2001
Hyatt Hotels Corporation February 1981 - March 1988
Education
Robert Morris University - Illinois 1980 — 1981
Associate, Administration
McDonald's Corporation April 2010 - Present
Wells Fargo Advisors May 2002 - December 2009
Wachovia, A Wells Fargo Company May 2001 - May 2002
Merrill Lynch March 1988 - May 2001
Hyatt Hotels Corporation February 1981 - March 1988
Education
Robert Morris University - Illinois 1980 — 1981
Associate, Administration
Fred J. Berner, III Fred J. Berner, III's Merrill Lynch Experience July 2005 - March 2008
Job Vice President, Team Leader Vested Interest Conversions at PNC
Industry Financial Services
Experience
PNC February 2014 - Present
PNC Financial Services Group March 2010 - February 2014
The Hartford May 1997 - January 2010
Hartford Financial Services January 2009 - December 2009
The Hartford December 2000 - December 2008
Merrill Lynch July 2005 - March 2008
AMVESCAP December 2000 - July 2005
AMVESCAP April 2001 - December 2004
AMVESCAP October 1998 - November 2000
AMVESCAP May 1997 - October 1998
Skills
CRM, Investments, Mutual Funds, Process Improvement, Retirement, Project Management, Financial Services, MS Project, Leadership, Banking, Business Analysis, Management Consulting, SDLC, Software Documentation, Risk Management, Management, Finance, 401k, Retirement Planning, Portfolio Management, Series 7, Training, Wealth Management, Securities, Employee Benefits, Series 63, Insurance, Asset Management, Strategic Financial..., Fixed Income, Relationship Management, Equities, Asset Allocation, Valuation, Series 6
Education
Robert Morris University 1990 — 1994
BSBA, Finance
Pittsburgh Central Catholic High School 1986 — 1990
College Prep
PNC February 2014 - Present
PNC Financial Services Group March 2010 - February 2014
The Hartford May 1997 - January 2010
Hartford Financial Services January 2009 - December 2009
The Hartford December 2000 - December 2008
Merrill Lynch July 2005 - March 2008
AMVESCAP December 2000 - July 2005
AMVESCAP April 2001 - December 2004
AMVESCAP October 1998 - November 2000
AMVESCAP May 1997 - October 1998
Skills
CRM, Investments, Mutual Funds, Process Improvement, Retirement, Project Management, Financial Services, MS Project, Leadership, Banking, Business Analysis, Management Consulting, SDLC, Software Documentation, Risk Management, Management, Finance, 401k, Retirement Planning, Portfolio Management, Series 7, Training, Wealth Management, Securities, Employee Benefits, Series 63, Insurance, Asset Management, Strategic Financial..., Fixed Income, Relationship Management, Equities, Asset Allocation, Valuation, Series 6
Education
Robert Morris University 1990 — 1994
BSBA, Finance
Pittsburgh Central Catholic High School 1986 — 1990
College Prep
James L. McEnerney, Jr. James L. McEnerney, Jr.'s Merrill Lynch Experience October 2001 - October 2008
Job Branch Manager First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors May 2012 - Present
Wells Fargo Advisors September 2011 - April 2012
Supernova Consulting Group, LLC June 2011 - September 2011
Merrill Lynch / Bank of America July 2009 - June 2011
Merrill Lynch October 2001 - October 2008
Merrill Lynch January 1990 - October 2001
Merrill LynchGlobal Private Client Group January 1988 - January 1990
Merrill Lynch Private Client Group April 1981 - January 1988
"Mac & Bob's" Restaraunt October 1978 - April 1981
Skills
Lacrosse, Certified Financial..., Lacrosse Coach, Financial Services..., Practice Management..., FA Recruiting
Education
Merrill Lynch Management Development Program / Assessment Center 1988 — 1990
Assessment Center Approved, Leadership
Donald T. Regan School of Advanced Financial Management 1985 — 1986
CFM, Financial Planning
Roanoke College, B.A. Economics 1974 — 1978
Bachelor of Arts, Economics
Roanoke College
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors May 2012 - Present
Wells Fargo Advisors September 2011 - April 2012
Supernova Consulting Group, LLC June 2011 - September 2011
Merrill Lynch / Bank of America July 2009 - June 2011
Merrill Lynch October 2001 - October 2008
Merrill Lynch January 1990 - October 2001
Merrill LynchGlobal Private Client Group January 1988 - January 1990
Merrill Lynch Private Client Group April 1981 - January 1988
"Mac & Bob's" Restaraunt October 1978 - April 1981
Skills
Lacrosse, Certified Financial..., Lacrosse Coach, Financial Services..., Practice Management..., FA Recruiting
Education
Merrill Lynch Management Development Program / Assessment Center 1988 — 1990
Assessment Center Approved, Leadership
Donald T. Regan School of Advanced Financial Management 1985 — 1986
CFM, Financial Planning
Roanoke College, B.A. Economics 1974 — 1978
Bachelor of Arts, Economics
Roanoke College
Christine Sabatasso Christine Sabatasso's Merrill Lynch Experience May 2008 - September 2015
Job Client/Sales Support Associate
Industry Financial Services
Experience
Merrill Lynch May 2008 - September 2015
National City Bank April 2004 - May 2008
The Bank of New York Mellon May 1983 - December 2002
Skills
Customer Service, Financial Services, Wealth Management, Microsoft Office, Investments, Securities, Banking, High Net Worth..., Relationship Management, Onboarding, Motivated Self-Starter, Organization and...
Education
Robert Morris University 1988 — 1990
Business Administration and Management, General
John A Brashear High School 1979 — 1982
Diploma High Honors/Scholars Program, Business Administration and Management, General
Kaplan University
Series 7 licensing
Merrill Lynch May 2008 - September 2015
National City Bank April 2004 - May 2008
The Bank of New York Mellon May 1983 - December 2002
Skills
Customer Service, Financial Services, Wealth Management, Microsoft Office, Investments, Securities, Banking, High Net Worth..., Relationship Management, Onboarding, Motivated Self-Starter, Organization and...
Education
Robert Morris University 1988 — 1990
Business Administration and Management, General
John A Brashear High School 1979 — 1982
Diploma High Honors/Scholars Program, Business Administration and Management, General
Kaplan University
Series 7 licensing
Drew Ciraldo Drew Ciraldo's Merrill Lynch Experience July 2001 - April 2010
Job Realtor at Fenton Lang Bruner and Associates
Industry Real Estate
Experience
Fenton Lang Bruner and Associates 2010 - Present
Merrill Lynch July 2001 - April 2010
HSBC April 1999 - July 2001
Donaldson, Lufkin & Jenrette April 1997 - April 1999
Skills
Sellers, New Home Sales, Listings, Short Sales, Buyer Representation, Mortgage Banking, Referrals, Investors, First Time Home Buyers, REO, Investments, Foreclosures, Investment Properties, Real Estate, Residential Homes, Real Estate Transactions, Brokerage, Condos, FHA, Leases, Property, Real Estate Economics, Real Estate Financing, Relocation, Single Family Homes
Education
Fairleigh Dickinson University 1976 — 1980
Bachelor of Science (BS), Business Administration
Rochester Institute of Technology 1975 — 1976
Studied towards Bachelor of Science in Business Administration, Business Administration
Fenton Lang Bruner and Associates 2010 - Present
Merrill Lynch July 2001 - April 2010
HSBC April 1999 - July 2001
Donaldson, Lufkin & Jenrette April 1997 - April 1999
Skills
Sellers, New Home Sales, Listings, Short Sales, Buyer Representation, Mortgage Banking, Referrals, Investors, First Time Home Buyers, REO, Investments, Foreclosures, Investment Properties, Real Estate, Residential Homes, Real Estate Transactions, Brokerage, Condos, FHA, Leases, Property, Real Estate Economics, Real Estate Financing, Relocation, Single Family Homes
Education
Fairleigh Dickinson University 1976 — 1980
Bachelor of Science (BS), Business Administration
Rochester Institute of Technology 1975 — 1976
Studied towards Bachelor of Science in Business Administration, Business Administration
Adriana Pedraza's Merrill Lynch Experience October 1996 - March 1999
Job Sr Tech Manager Tool & Technology
Industry Telecommunications
Experience
AT&T April 2000 - Present
Merrill Lynch October 1996 - March 1999
Skills
PMP, Six Sigma, Financial Audits, IT Audit, Data Processing, SQL, Quality Assurance, Data Modeling, Python, Hadoop, Management, Leadership, Telecommunications, Vendor Management, Cross-functional Team..., Team Leadership, Project Management, Program Management, Integration
Education
Robert Morris College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Computer Science
Lakeview H.S 1989 — 1993
AT&T April 2000 - Present
Merrill Lynch October 1996 - March 1999
Skills
PMP, Six Sigma, Financial Audits, IT Audit, Data Processing, SQL, Quality Assurance, Data Modeling, Python, Hadoop, Management, Leadership, Telecommunications, Vendor Management, Cross-functional Team..., Team Leadership, Project Management, Program Management, Integration
Education
Robert Morris College 1994 — 1999
Bachelor of Business Administration (B.B.A.), Computer Science
Lakeview H.S 1989 — 1993
Jeffrey Pine's Merrill Lynch Experience May 2014 - Present
Job
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Z'Tejas Southwestern Grill August 2008 - December 2014
Education
Wayne State University 2002 — 2005
Bachelor's degree
Rochester College 2000 — 2002
Associate's degree
Merrill Lynch May 2014 - Present
Z'Tejas Southwestern Grill August 2008 - December 2014
Education
Wayne State University 2002 — 2005
Bachelor's degree
Rochester College 2000 — 2002
Associate's degree
Nathan Bilski's Merrill Lynch Experience January 2009 - August 2009
Job Territory Manager at Keystone Ridge Designs, Inc.
Industry Furniture
Experience
Keystone Ridge Designs, Inc. August 2009 - Present
Merrill Lynch January 2009 - August 2009
Callaway Golf April 2007 - August 2009
Skills
Building Relationships, Sales, Contract Negotiation, Creative Consultation, Work Ethic, PowerPoint
Education
Robert Morris University 2006 — 2009
BSBA, Marketing
Butler Senior High School
Diploma, Business Administration and Management, General
Keystone Ridge Designs, Inc. August 2009 - Present
Merrill Lynch January 2009 - August 2009
Callaway Golf April 2007 - August 2009
Skills
Building Relationships, Sales, Contract Negotiation, Creative Consultation, Work Ethic, PowerPoint
Education
Robert Morris University 2006 — 2009
BSBA, Marketing
Butler Senior High School
Diploma, Business Administration and Management, General
Wendy Ekis Wendy Ekis's Merrill Lynch Experience June 2006 - January 2009
Job VP, Project Manager/Business Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Princeton Information August 2009 - April 2011
Equity Plan Solutions January 2009 - March 2009
Merrill Lynch June 2006 - January 2009
Merrill Lynch June 2005 - June 2006
Merrill Lynch March 2004 - June 2005
American Express Financial Advisors December 2003 - February 2004
Skills
Testing, Business Analysis, Management, Training, Six Sigma, Analysis, Business Requirements, SDLC, Call Centers, Vendor Management, Process Improvement, Project Management, Requirements Gathering, Quality Assurance, Software Documentation, Financial Services, Program Management, Requirements Analysis, Risk Management
Education
Rider University 2008 — 2010
MBA, Marketing
The College of New Jersey
Bachelor, Science; Marketing
IPAG College
Rider University
MBA, Marketing
Bank of America Merrill Lynch February 2011 - Present
Princeton Information August 2009 - April 2011
Equity Plan Solutions January 2009 - March 2009
Merrill Lynch June 2006 - January 2009
Merrill Lynch June 2005 - June 2006
Merrill Lynch March 2004 - June 2005
American Express Financial Advisors December 2003 - February 2004
Skills
Testing, Business Analysis, Management, Training, Six Sigma, Analysis, Business Requirements, SDLC, Call Centers, Vendor Management, Process Improvement, Project Management, Requirements Gathering, Quality Assurance, Software Documentation, Financial Services, Program Management, Requirements Analysis, Risk Management
Education
Rider University 2008 — 2010
MBA, Marketing
The College of New Jersey
Bachelor, Science; Marketing
IPAG College
Rider University
MBA, Marketing
Walters, Christopher Walters, Christopher's Merrill Lynch Experience August 2005 - January 2009
Job Financial Advisor at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott &Stringfellow January 2009 - Present
Merrill Lynch August 2005 - January 2009
Skills
Financial Services, Public Speaking, Wealth Management..., Retirement Planning, Estate Planning, Leadership, Series 7, Sales, Due Diligence, Financial Advisory, Wealth Management, Marketing
Education
University of Richmond School of Law 2000 — 2003
Doctor of Law (J.D.)
Roanoke College 1996 — 2000
B.A., Political Science
BB&T Scott &Stringfellow January 2009 - Present
Merrill Lynch August 2005 - January 2009
Skills
Financial Services, Public Speaking, Wealth Management..., Retirement Planning, Estate Planning, Leadership, Series 7, Sales, Due Diligence, Financial Advisory, Wealth Management, Marketing
Education
University of Richmond School of Law 2000 — 2003
Doctor of Law (J.D.)
Roanoke College 1996 — 2000
B.A., Political Science
Louis Falvo, CIMA, CDFA Louis Falvo, CIMA, CDFA's Merrill Lynch Experience March 2005 - December 2014
Job CEO and Founder at Cross Roads Investment Management
Industry Financial Services
Experience
Cross Roads Investment Management January 2015 - Present
Merrill Lynch March 2005 - December 2014
Morgan Stanley 1994 - 2005
Dun and Bradstreet 1988 - 1994
Skills
Certified Investment..., Certified Divorce..., Financial Guidance, Legacy Implementation, Estate Coordination, Retirement Management, Tax Minimization, Education Planning, Retirement Planning, Investment Management, Investment Advisory, Retirement, Financial Advisory, Estate Planning, Wealth, Public Speaking, Financial Planners, Finance, Financial Planning, Securities, Tax, Management, Mutual Funds, Wealth Management
Education
Rochester Institute of Technology 1983 — 1988
Bachelor of Science (BS), Finance
Cross Roads Investment Management January 2015 - Present
Merrill Lynch March 2005 - December 2014
Morgan Stanley 1994 - 2005
Dun and Bradstreet 1988 - 1994
Skills
Certified Investment..., Certified Divorce..., Financial Guidance, Legacy Implementation, Estate Coordination, Retirement Management, Tax Minimization, Education Planning, Retirement Planning, Investment Management, Investment Advisory, Retirement, Financial Advisory, Estate Planning, Wealth, Public Speaking, Financial Planners, Finance, Financial Planning, Securities, Tax, Management, Mutual Funds, Wealth Management
Education
Rochester Institute of Technology 1983 — 1988
Bachelor of Science (BS), Finance
Timothy Tung's Merrill Lynch Experience August 2015 - Present
Job GWIM Senior Operations Representative at Merrill Lynch
Industry Management Consulting
Experience
Merrill Lynch August 2015 - Present
Rider University 2014 - May 2015
Rider University January 2014 - August 2014
Creative Marketing Alliance May 2014 - July 2014
Sawa Steakhouse And Sushi Bar May 2012 - July 2014
Skills
Microsoft Office, Customer Service..., Public Speaking, Leadership, Team Leadership, Team Management, Project Team Management, Social Media, Music Production, JavaScript, Fundraising, Event Planning, Event Management, Graphic Design, HTML
Education
Rider University 2011 — 2015
Business Management and Leadership, Business Administration and Management, General, Spring 2012 to Current Dean's List / Graduated with Cum Laude
The Hong Kong Polytechnic University 2014 — 2014
Management and Leadership, Business, Management, Marketing, and Related Support Services, Senior
Merrill Lynch August 2015 - Present
Rider University 2014 - May 2015
Rider University January 2014 - August 2014
Creative Marketing Alliance May 2014 - July 2014
Sawa Steakhouse And Sushi Bar May 2012 - July 2014
Skills
Microsoft Office, Customer Service..., Public Speaking, Leadership, Team Leadership, Team Management, Project Team Management, Social Media, Music Production, JavaScript, Fundraising, Event Planning, Event Management, Graphic Design, HTML
Education
Rider University 2011 — 2015
Business Management and Leadership, Business Administration and Management, General, Spring 2012 to Current Dean's List / Graduated with Cum Laude
The Hong Kong Polytechnic University 2014 — 2014
Management and Leadership, Business, Management, Marketing, and Related Support Services, Senior
Daniel Mooney's Merrill Lynch Experience June 2013 - August 2013
Job Current Graduate Student at RIT, Future Technology Analyst, Looking for internship opportunities in Summer 2016.
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch July 2014 - August 2015
Rochester Institute of Technology September 2011 - May 2014
Merrill Lynch June 2013 - August 2013
Rochester Institute of Technology June 2012 - August 2012
Skills
Python, Java, Web Development, Microsoft Office, JavaScript, CSS, OS X, MySQL, Website Development, XML, Visual Studio, Mobile Applications, HTML, PHP, SQL, C#, Objective-C, Windows, Linux, CentOS, Ubuntu, ActionScript, OOP, Relational Databases, Data Analysis, Databases, Eclipse, Windows 7, Programming, Mac OS X, Object Oriented Design, jQuery, Android Development, phpMyAdmin, Software Development, Microsoft SQL Server, Drupal, Cross-platform..., Data Migration, Oracle SQL Developer, HQL
Education
Rochester Institute of Technology 2015 — 2017
Master’s Degree, Information Technology
Rochester Institute of Technology 2010 — 2014
B.S., Information Technology, 3.20
University of Washington 2011 — 2011
Bank of America Merrill Lynch July 2014 - August 2015
Rochester Institute of Technology September 2011 - May 2014
Merrill Lynch June 2013 - August 2013
Rochester Institute of Technology June 2012 - August 2012
Skills
Python, Java, Web Development, Microsoft Office, JavaScript, CSS, OS X, MySQL, Website Development, XML, Visual Studio, Mobile Applications, HTML, PHP, SQL, C#, Objective-C, Windows, Linux, CentOS, Ubuntu, ActionScript, OOP, Relational Databases, Data Analysis, Databases, Eclipse, Windows 7, Programming, Mac OS X, Object Oriented Design, jQuery, Android Development, phpMyAdmin, Software Development, Microsoft SQL Server, Drupal, Cross-platform..., Data Migration, Oracle SQL Developer, HQL
Education
Rochester Institute of Technology 2015 — 2017
Master’s Degree, Information Technology
Rochester Institute of Technology 2010 — 2014
B.S., Information Technology, 3.20
University of Washington 2011 — 2011
Viola Akruk Viola Akruk's Merrill Lynch Experience 2004 - 2005
Job Senior Manager, Digital Marketing at Comcast
Industry Marketing and Advertising
Experience
Comcast August 2013 - Present
CDS Global, A Hearst Company June 2011 - August 2013
Comag Marketing Group May 2005 - June 2011
Merrill Lynch 2004 - 2005
Skills
Agile Scrum Software..., Website project..., Microsoft Office,..., Strong Communication &..., Key Account Management..., International,..., Leadership, Microsoft Office, Marketing Strategy, Social Media, Digital Marketing, E-commerce, Project Planning, Social Media Marketing, Marketing, Strategy, Management, Program Management, Publishing, Digital Strategy, Budgets, Advertising, Project Management, Sales, Online Advertising, Digital Media, New Business Development, Social Networking, Email Marketing, Online Marketing, Integrated Marketing, Marketing Communications, CRM, Direct Marketing, Lead Generation, Marketing Management, Product Marketing, Customer Service, Customer Satisfaction
Education
Rider University 2007 — 2009
MBA, MBA - Marketing, Graduated with distinction
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
BS, Marketing, Graduated Magna Cum Laude
School name:
Comcast August 2013 - Present
CDS Global, A Hearst Company June 2011 - August 2013
Comag Marketing Group May 2005 - June 2011
Merrill Lynch 2004 - 2005
Skills
Agile Scrum Software..., Website project..., Microsoft Office,..., Strong Communication &..., Key Account Management..., International,..., Leadership, Microsoft Office, Marketing Strategy, Social Media, Digital Marketing, E-commerce, Project Planning, Social Media Marketing, Marketing, Strategy, Management, Program Management, Publishing, Digital Strategy, Budgets, Advertising, Project Management, Sales, Online Advertising, Digital Media, New Business Development, Social Networking, Email Marketing, Online Marketing, Integrated Marketing, Marketing Communications, CRM, Direct Marketing, Lead Generation, Marketing Management, Product Marketing, Customer Service, Customer Satisfaction
Education
Rider University 2007 — 2009
MBA, MBA - Marketing, Graduated with distinction
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
BS, Marketing, Graduated Magna Cum Laude
School name:
Fred Asfoury Fred Asfoury's Merrill Lynch Experience October 1997 - April 2005
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Morgan Stanley (Smith Barney) April 2005 - May 2009
Merrill Lynch October 1997 - April 2005
Southeastern Telecom June 1997 - October 1997
Vuzix Corporation (Forte Technologies) February 1995 - June 1997
Xerox 1993 - 1993
Sentry Group 1992 - 1992
Johnson & Johnson 1991 - 1991
PepsiCo 1989 - 1990
Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Investment Management, Finance, Wealth, Strategic Financial..., Asset Allocation, Investment Advisory, Project Planning, Mutual Funds, IRAs, Insurance, Restricted Stock, Portfolio Management, Series 7, Alternative Investments, Asset Management, Small Business, Fixed Annuities, Equities, Retirement, Budgets, Financial Planning
Education
Rochester Institute of Technology 1993 — 1995
MBA, Finance
Rochester Institute of Technology 1988 — 1993
BS, Engineering
Wells Fargo Advisors May 2009 - Present
Morgan Stanley (Smith Barney) April 2005 - May 2009
Merrill Lynch October 1997 - April 2005
Southeastern Telecom June 1997 - October 1997
Vuzix Corporation (Forte Technologies) February 1995 - June 1997
Xerox 1993 - 1993
Sentry Group 1992 - 1992
Johnson & Johnson 1991 - 1991
PepsiCo 1989 - 1990
Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Investment Management, Finance, Wealth, Strategic Financial..., Asset Allocation, Investment Advisory, Project Planning, Mutual Funds, IRAs, Insurance, Restricted Stock, Portfolio Management, Series 7, Alternative Investments, Asset Management, Small Business, Fixed Annuities, Equities, Retirement, Budgets, Financial Planning
Education
Rochester Institute of Technology 1993 — 1995
MBA, Finance
Rochester Institute of Technology 1988 — 1993
BS, Engineering
Hersh Anand's Merrill Lynch Experience June 2007 - August 2008
Job Entrepreneur, Developer, Electrical Engineer
Industry Design
Experience
Parsons Brinckerhoff in the USA May 2014 - Present
Parsons Brinckerhoff in the USA October 2011 - Present
Classy Maids, Inc. April 2012 - June 2013
Arlyn Scales June 2010 - August 2010
Merrill Lynch June 2007 - August 2008
Skills
Troubleshooting, Java, Matlab, C++, Microsoft Office, HTML, Visual Basic, Programming, OS X, Adobe Creative Suite, Dreamweaver, Flash, PHP, Microsoft Word, JavaScript, jQuery, CSS, HTML5, Entrepreneurship, SEO, Microsoft Excel, MySQL
Education
The New York Code + Design Academy 2015 — 2015
Immersive AngularJS Development
The New York Code + Design Academy 2015 — 2015
Immersive Backend Web Development
Rochester Institute of Technology 2006 — 2011
Degree: Bachelor of Science, Electrical Engineering
Parsons Brinckerhoff in the USA May 2014 - Present
Parsons Brinckerhoff in the USA October 2011 - Present
Classy Maids, Inc. April 2012 - June 2013
Arlyn Scales June 2010 - August 2010
Merrill Lynch June 2007 - August 2008
Skills
Troubleshooting, Java, Matlab, C++, Microsoft Office, HTML, Visual Basic, Programming, OS X, Adobe Creative Suite, Dreamweaver, Flash, PHP, Microsoft Word, JavaScript, jQuery, CSS, HTML5, Entrepreneurship, SEO, Microsoft Excel, MySQL
Education
The New York Code + Design Academy 2015 — 2015
Immersive AngularJS Development
The New York Code + Design Academy 2015 — 2015
Immersive Backend Web Development
Rochester Institute of Technology 2006 — 2011
Degree: Bachelor of Science, Electrical Engineering
Frank Cornacchiulo Frank Cornacchiulo's Merrill Lynch Experience October 2005 - July 2008
Job Seeking New IT Business Analyst Opportunity
Industry Financial Services
Experience
Lehman College January 2011 - Present
Sputnik Systems LLC 2000 - Present
Pierpont Securities LLC 2009 - 2010
AIS - Alternative Investment Solutions July 2008 - April 2009
Merrill Lynch October 2005 - July 2008
Shadow Financial Services Inc. October 1998 - September 2005
Enhance Financial Services 1997 - 1998
Deutche Bank 1994 - 1997
Refco Capital Holdings Inc. 1990 - 1994
Education
Rochester Institute of Technology 1986 — 1990
Lehman College January 2011 - Present
Sputnik Systems LLC 2000 - Present
Pierpont Securities LLC 2009 - 2010
AIS - Alternative Investment Solutions July 2008 - April 2009
Merrill Lynch October 2005 - July 2008
Shadow Financial Services Inc. October 1998 - September 2005
Enhance Financial Services 1997 - 1998
Deutche Bank 1994 - 1997
Refco Capital Holdings Inc. 1990 - 1994
Education
Rochester Institute of Technology 1986 — 1990
Stephen Paluck Stephen Paluck's Merrill Lynch Experience April 2010 - August 2012
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Merrill Lynch April 2010 - August 2012
Education
Rochester Institute of Technology
4 year, Finance
Wells Fargo Advisors August 2012 - Present
Merrill Lynch April 2010 - August 2012
Education
Rochester Institute of Technology
4 year, Finance
Patrick Procopio's Merrill Lynch Experience June 2014 - August 2014
Job Graduate of Rochester Institute of Technology
Industry Financial Services
Experience
Bloomberg LP August 2015 - Present
Liberty Tax Service January 2015 - Present
Merrill Lynch June 2014 - August 2014
You Need My Guy February 2014 - May 2014
Rochester Institute of Technology February 2014 - May 2014
Skills
Microsoft Excel, Financial Analysis, Tax
Education
Rochester Institute of Technology 2011 — 2015
Finance, Major GPA 3.64, Cumulative 3.32
Bloomberg LP August 2015 - Present
Liberty Tax Service January 2015 - Present
Merrill Lynch June 2014 - August 2014
You Need My Guy February 2014 - May 2014
Rochester Institute of Technology February 2014 - May 2014
Skills
Microsoft Excel, Financial Analysis, Tax
Education
Rochester Institute of Technology 2011 — 2015
Finance, Major GPA 3.64, Cumulative 3.32
Amit Awasthi's Merrill Lynch Experience October 2009 - July 2011
Job Vice President, Delivery Manager at JPMC
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Bank of America July 2011 - April 2014
Merrill Lynch October 2009 - July 2011
Origin Digital (an Accenture company) 2008 - 2009
Time Inc. Interactive 2008 - 2008
ROO 2007 - 2008
Ramsoft Systems Inc 2006 - 2008
Rapidigm 2004 - 2006
Verizon Wireless 2000 - 2004
Skills
Management, Vendor Management, Web 2.0, Projects, Portfolio Management, Program Management, SDLC, MS Project, Project Management, PMO, Software Development, CRM, Scrum, Team Management, Business Analysis, Software Project..., IT Strategy, Business Intelligence, Project Portfolio..., Requirements Analysis, Agile Methodologies, Enterprise Architecture
Education
Rochester Institute of Technology 1999 — 2000
MS, IT
J.P. Morgan April 2014 - Present
Bank of America July 2011 - April 2014
Merrill Lynch October 2009 - July 2011
Origin Digital (an Accenture company) 2008 - 2009
Time Inc. Interactive 2008 - 2008
ROO 2007 - 2008
Ramsoft Systems Inc 2006 - 2008
Rapidigm 2004 - 2006
Verizon Wireless 2000 - 2004
Skills
Management, Vendor Management, Web 2.0, Projects, Portfolio Management, Program Management, SDLC, MS Project, Project Management, PMO, Software Development, CRM, Scrum, Team Management, Business Analysis, Software Project..., IT Strategy, Business Intelligence, Project Portfolio..., Requirements Analysis, Agile Methodologies, Enterprise Architecture
Education
Rochester Institute of Technology 1999 — 2000
MS, IT
Akiko Arakawa Akiko Arakawa's Merrill Lynch Experience June 2001 - August 2001
Job Senior Financial Analyst at Kyocera Communications Inc.
Industry Telecommunications
Experience
Kyocera Communications Inc. October 2013 - Present
Kyocera Communications Inc. September 2009 - Present
Kyocera Wireless Corp November 2009 - September 2013
Kyocera Wireless June 2008 - November 2009
Hisamitus America Inc,. December 2006 - June 2008
Hisamitsu Pharmaceutical Co., Inc December 2006 - May 2008
Morgan Stanley Japan Limited April 2004 - July 2005
Fits Corporation K.K April 2003 - March 2004
Merrill Lynch June 2001 - August 2001
Skills
Cross-functional Team..., Product Marketing, Product Management, Telecommunications, Forecasting, Mobile Devices, Manufacturing, Analysis, Mergers & Acquisitions, Start-ups, Accounts Payable, Account Reconciliation, Finance, CRM, Business Planning, Negotiation, Competitive Analysis, Financial Analysis, Product Development, Process Improvement, Internal Audit, Financial Modeling, Business Analysis, Management, Human Resources, Budgets, Strategy, Business Strategy, Sarbanes-Oxley Act, ERP, Variance Analysis, Business Development, SAP
Education
Rikkyo University 1998 — 2003
BA, Econimics/International Management
University of California, San Diego 2001 — 2001
Certificate, Marketing
Becker CPA Exam Review
Rikkyo University
B.A, Economics; International Management
University of California, Berkeley
Business, emphasizing Marketing
Kyocera Communications Inc. October 2013 - Present
Kyocera Communications Inc. September 2009 - Present
Kyocera Wireless Corp November 2009 - September 2013
Kyocera Wireless June 2008 - November 2009
Hisamitus America Inc,. December 2006 - June 2008
Hisamitsu Pharmaceutical Co., Inc December 2006 - May 2008
Morgan Stanley Japan Limited April 2004 - July 2005
Fits Corporation K.K April 2003 - March 2004
Merrill Lynch June 2001 - August 2001
Skills
Cross-functional Team..., Product Marketing, Product Management, Telecommunications, Forecasting, Mobile Devices, Manufacturing, Analysis, Mergers & Acquisitions, Start-ups, Accounts Payable, Account Reconciliation, Finance, CRM, Business Planning, Negotiation, Competitive Analysis, Financial Analysis, Product Development, Process Improvement, Internal Audit, Financial Modeling, Business Analysis, Management, Human Resources, Budgets, Strategy, Business Strategy, Sarbanes-Oxley Act, ERP, Variance Analysis, Business Development, SAP
Education
Rikkyo University 1998 — 2003
BA, Econimics/International Management
University of California, San Diego 2001 — 2001
Certificate, Marketing
Becker CPA Exam Review
Rikkyo University
B.A, Economics; International Management
University of California, Berkeley
Business, emphasizing Marketing
Christopher Clough Christopher Clough's Merrill Lynch Experience January 1999 - July 2000
Job Service Delivery and Supplier Management
Industry Information Technology and Services
Experience
Xerox January 2014 - July 2015
Johnson & Johnson February 2012 - July 2013
Johnson & Johnson November 2010 - February 2012
Johnson & Johnson February 2005 - November 2010
CoreTech Consulting Group October 2002 - February 2005
Concurrent Technologies September 2000 - August 2002
Merrill Lynch January 1999 - July 2000
Skills
Vendor Management, Process Improvement, IT Service Management, Global Teaming, Performance Management, Standards Compliance, Engagement Management, Business Process..., Contract Management, Project Management, Business Process, Customer Escalation..., Major Incident..., Relationship Management, Management, Business Continuity..., Business Analysis, People Management, Executive Reporting, ITIL v3 Foundations..., Service Delivery, Leadership
Education
Rochester Institute of Technology 1984 — 1989
Bachelor of Science (B.S.)
Xerox January 2014 - July 2015
Johnson & Johnson February 2012 - July 2013
Johnson & Johnson November 2010 - February 2012
Johnson & Johnson February 2005 - November 2010
CoreTech Consulting Group October 2002 - February 2005
Concurrent Technologies September 2000 - August 2002
Merrill Lynch January 1999 - July 2000
Skills
Vendor Management, Process Improvement, IT Service Management, Global Teaming, Performance Management, Standards Compliance, Engagement Management, Business Process..., Contract Management, Project Management, Business Process, Customer Escalation..., Major Incident..., Relationship Management, Management, Business Continuity..., Business Analysis, People Management, Executive Reporting, ITIL v3 Foundations..., Service Delivery, Leadership
Education
Rochester Institute of Technology 1984 — 1989
Bachelor of Science (B.S.)
Greg Magee Greg Magee's Merrill Lynch Experience February 1991 - December 1995
Job
Industry Financial Services
Experience
Hefren-Tillotson 2011 - Present
Dreyfus August 1997 - May 2001
Merrill Lynch February 1991 - December 1995
Skills
Investments, Financial Analysis, Financial Planning, Wealth Management, Mutual Funds, Banking, Financial Modeling, Equities, Series 7
Education
Robert Morris University
Bachelor's degree, Finance and Financial Management Services
Hefren-Tillotson 2011 - Present
Dreyfus August 1997 - May 2001
Merrill Lynch February 1991 - December 1995
Skills
Investments, Financial Analysis, Financial Planning, Wealth Management, Mutual Funds, Banking, Financial Modeling, Equities, Series 7
Education
Robert Morris University
Bachelor's degree, Finance and Financial Management Services
Rick Bernard Rick Bernard's Merrill Lynch Experience January 2005 - November 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Citi 2007 - 2013
Citi December 2005 - December 2006
Merrill Lynch January 2005 - November 2005
Skills
Project Manager, Management, Information Technology, Customer Service, HTML, CSS, Photoshop, Web-based Communication, Dreamweaver, CMS
Education
Rochester Institute of Technology
Bachelor's Degree, Management Information Systems
Citi 2007 - 2013
Citi December 2005 - December 2006
Merrill Lynch January 2005 - November 2005
Skills
Project Manager, Management, Information Technology, Customer Service, HTML, CSS, Photoshop, Web-based Communication, Dreamweaver, CMS
Education
Rochester Institute of Technology
Bachelor's Degree, Management Information Systems
Elizabeth Grever's Merrill Lynch Experience June 2012 - August 2012
Job Finance Leadership Development Program at Rockwell Automation
Industry Accounting
Experience
Ripon College Creative Enterprise Center August 2013 - Present
Ripon College Library August 2011 - Present
Ripon College August 2011 - Present
Waupun High School August 2013 - October 2013
Panduit June 2013 - August 2013
Boston's Restaurant & Sports Bar March 2009 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Highly detail oriented, Always Punctual, Exceptionally Organized, Highly motivated..., Enjoy Challenges, Logical Thinker, Communication Skills, Customer Satisfaction, Customer Experience, Fast Learner, Basic knowledge of...
Education
Ripon College 2010 — 2014
Bachelor's Degree, Business Management, Mathematics, Spanish
Ripon College Creative Enterprise Center August 2013 - Present
Ripon College Library August 2011 - Present
Ripon College August 2011 - Present
Waupun High School August 2013 - October 2013
Panduit June 2013 - August 2013
Boston's Restaurant & Sports Bar March 2009 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Highly detail oriented, Always Punctual, Exceptionally Organized, Highly motivated..., Enjoy Challenges, Logical Thinker, Communication Skills, Customer Satisfaction, Customer Experience, Fast Learner, Basic knowledge of...
Education
Ripon College 2010 — 2014
Bachelor's Degree, Business Management, Mathematics, Spanish
Kathryn Harmon-Gmehlin Kathryn Harmon-Gmehlin's Merrill Lynch Experience May 1998 - August 1999
Job Instructional Designer/Developer at Arizona State Dept of Economic Security (DBME/FAA)
Industry E-Learning
Experience
Arizona Department of Economic Security December 2012 - Present
Instant Epicurean LLP February 2012 - June 2013
Minisoft Inc August 2008 - February 2012
CCS Presentation Systems August 2007 - January 2008
La-Z-Boy Furniture Galleries December 2003 - August 2007
Morgan Stanley August 1999 - June 2003
Merrill Lynch May 1998 - August 1999
Charles Schwab September 1996 - May 1998
Smith Barney May 1995 - September 1996
Paine Webber May 1994 - May 1995
Skills
Training, Instructional Design, E-Learning, E-Learning Design, E-learning Development, Curriculum Development, Curriculum Design, Blended Learning, Team Building, Learning Management, Needs Analysis, Performance Management, ADDIE, Technical Training, Technical Writing, Software Training, Educational Technology, Photoshop, Captivate, Adobe Design Premium 6, Camtasia, Articulate Storyline 2, Raptivity, Learning Management..., SMART Technology, Certified Microsoft..., Certified Microsoft..., Leadership, Organizational..., Change Management, Adult Education, Budgets, ROI, Staff Development, Performance Improvement, Public Speaking, Talent Management, Coaching, Soft Skills, New Hire Orientations, Instructor-led Training, Training Delivery, Online Training, Hands-on Training
Education
Rio Salado College 2012 — 2018
Associates Degree in progress, eLearning Instructional Design, 4.0 GPA
Scottsdale Community College 2003 — 2004
Business
Arizona Department of Economic Security December 2012 - Present
Instant Epicurean LLP February 2012 - June 2013
Minisoft Inc August 2008 - February 2012
CCS Presentation Systems August 2007 - January 2008
La-Z-Boy Furniture Galleries December 2003 - August 2007
Morgan Stanley August 1999 - June 2003
Merrill Lynch May 1998 - August 1999
Charles Schwab September 1996 - May 1998
Smith Barney May 1995 - September 1996
Paine Webber May 1994 - May 1995
Skills
Training, Instructional Design, E-Learning, E-Learning Design, E-learning Development, Curriculum Development, Curriculum Design, Blended Learning, Team Building, Learning Management, Needs Analysis, Performance Management, ADDIE, Technical Training, Technical Writing, Software Training, Educational Technology, Photoshop, Captivate, Adobe Design Premium 6, Camtasia, Articulate Storyline 2, Raptivity, Learning Management..., SMART Technology, Certified Microsoft..., Certified Microsoft..., Leadership, Organizational..., Change Management, Adult Education, Budgets, ROI, Staff Development, Performance Improvement, Public Speaking, Talent Management, Coaching, Soft Skills, New Hire Orientations, Instructor-led Training, Training Delivery, Online Training, Hands-on Training
Education
Rio Salado College 2012 — 2018
Associates Degree in progress, eLearning Instructional Design, 4.0 GPA
Scottsdale Community College 2003 — 2004
Business
Patrick Goodell Patrick Goodell's Merrill Lynch Experience 2005 - 2006
Job Product Support Team at Markit
Industry Investment Banking
Experience
Markit August 2015 - Present
Fidelity Investments March 2012 - August 2015
Archon Group, A Goldman Sachs Company December 2011 - March 2012
Archon Group, A Goldman Sachs Company November 2010 - December 2011
RBS Global Banking & Markets June 2009 - August 2010
RBS Global Banking & Markets July 2007 - June 2009
Alliance Bernstein August 2006 - June 2007
Merrill Lynch 2005 - 2006
Skills
Account Reconciliation, General Ledger, Financial Analysis, Financial Risk, Fund Accounting, Internal Audit, Management, Bloomberg, Securities, Trading
Education
Rochester Institute of Technology 2002 — 2006
BS, Finance
Markit August 2015 - Present
Fidelity Investments March 2012 - August 2015
Archon Group, A Goldman Sachs Company December 2011 - March 2012
Archon Group, A Goldman Sachs Company November 2010 - December 2011
RBS Global Banking & Markets June 2009 - August 2010
RBS Global Banking & Markets July 2007 - June 2009
Alliance Bernstein August 2006 - June 2007
Merrill Lynch 2005 - 2006
Skills
Account Reconciliation, General Ledger, Financial Analysis, Financial Risk, Fund Accounting, Internal Audit, Management, Bloomberg, Securities, Trading
Education
Rochester Institute of Technology 2002 — 2006
BS, Finance
Ken McKenna's Merrill Lynch Experience July 2007 - January 2009
Job Director of Infrastructure Design at City of New York DoITT
Industry Government Administration
Experience
City of New York DoITT February 2009 - Present
Merrill Lynch July 2007 - January 2009
The City of New York DoITT 2005 - 2007
Savvis April 2004 - December 2004
Exodus/Cable and Wireless 2001 - 2004
Digital Island 2000 - 2001
Skills
Disaster Recovery, Data Center, Virtualization, Microsoft Exchange, VMware ESX, Security, Group Policy, Integration, Firewalls, Troubleshooting, Blackberry Enterprise..., Microsoft Technologies, Infrastructure, Software Documentation, HP, High Availability, Windows, Antivirus, Management, Microsoft Certified..., Active Directory, MCSA, Cloud Computing, IT Service Management, Enterprise Architecture, SAN, Windows Server, VMware, DNS, Network Security, ITIL, Citrix Metaframe
Education
Rochester Institute of Technology 1982 — 1986
PPHL, Photographic Illustration
City of New York DoITT February 2009 - Present
Merrill Lynch July 2007 - January 2009
The City of New York DoITT 2005 - 2007
Savvis April 2004 - December 2004
Exodus/Cable and Wireless 2001 - 2004
Digital Island 2000 - 2001
Skills
Disaster Recovery, Data Center, Virtualization, Microsoft Exchange, VMware ESX, Security, Group Policy, Integration, Firewalls, Troubleshooting, Blackberry Enterprise..., Microsoft Technologies, Infrastructure, Software Documentation, HP, High Availability, Windows, Antivirus, Management, Microsoft Certified..., Active Directory, MCSA, Cloud Computing, IT Service Management, Enterprise Architecture, SAN, Windows Server, VMware, DNS, Network Security, ITIL, Citrix Metaframe
Education
Rochester Institute of Technology 1982 — 1986
PPHL, Photographic Illustration
Andrew MacMannis Andrew MacMannis's Merrill Lynch Experience May 2010 - 2010
Job Account Executive at LiveIntent, Inc.
Industry Online Media
Experience
LiveIntent, Inc. January 2013 - Present
LiveIntent, Inc. September 2012 - December 2012
Jarden Consumer Solutions January 2012 - August 2012
UBS June 2010 - July 2010
Merrill Lynch May 2010 - 2010
Skills
Email Marketing, Advertising, Equities, Investments, Business Strategy
Education
Roanoke College 2006 — 2010
Business
Darien High School 2002 — 2006
LiveIntent, Inc. January 2013 - Present
LiveIntent, Inc. September 2012 - December 2012
Jarden Consumer Solutions January 2012 - August 2012
UBS June 2010 - July 2010
Merrill Lynch May 2010 - 2010
Skills
Email Marketing, Advertising, Equities, Investments, Business Strategy
Education
Roanoke College 2006 — 2010
Business
Darien High School 2002 — 2006
Ken Mathis, AIFA®, PPC™, CEFEX Analyst Ken Mathis, AIFA®, PPC™, CEFEX Analyst's Merrill Lynch Experience 1983 - 1985
Job COO, CCO, Integrity, Forward thinking, Visionary, Strategic leader that makes the complex simple, Growth Strategist.
Industry Financial Services
Experience
Hardy Reed, LLC March 2012 - Present
Ken Mathis & Associates October 2009 - March 2012
Valhalla Capital Partners, LLC December 2005 - December 2011
Hilliard Lyons Asset Management September 2002 - April 2006
Hilliard Lyons June 1999 - August 2002
Morgan Keegan June 1987 - May 1999
The Robinson-Humphrey Company January 1985 - March 1986
Merrill Lynch 1983 - 1985
Merrill Lynch 1981 - 1983
Skills
Investment Advisory, Business Strategy, Strategic Planning, Sales Management, Management, P&L Management, Fiduciary Management, Business Analysis, Growth Strategies, Revenue & Profit Growth, Communication, Project Management, Product Management, Problem Solving, Organizational..., Thought Leadership, Strategic Leadership, Cross-functional Team..., Change Management, Coaching, Simplifying the Complex, Organizational..., New Business Development, Staff Development, High Performance Teams, Performance Management, Recruiting, Training & Development, Competitive Intelligence, Competitive Marketing..., Competitive..., Competitive Advantage, Business Analytics, Entrepreneurship, Collaborative Leadership, Customer Driven, Success Driven, Challenge Driven, Investments, Asset Management, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Finance, Leadership
Education
The University of Memphis 1976 — 1980
B.B.A., Business, Management, Marketing
fi360 2012 — 2012
AIFA®, (Accredited Investment Fiduciary Analyst®), Investment Fiduciary Responsibility
Robert Morris University 2013 — 2013
PPC™ - Professional Plan Consultant, Retirement Plans
University of Pennsylvania - The Wharton School 1986 — 1986
Executive Education, Pension & Investment Management
Hardy Reed, LLC March 2012 - Present
Ken Mathis & Associates October 2009 - March 2012
Valhalla Capital Partners, LLC December 2005 - December 2011
Hilliard Lyons Asset Management September 2002 - April 2006
Hilliard Lyons June 1999 - August 2002
Morgan Keegan June 1987 - May 1999
The Robinson-Humphrey Company January 1985 - March 1986
Merrill Lynch 1983 - 1985
Merrill Lynch 1981 - 1983
Skills
Investment Advisory, Business Strategy, Strategic Planning, Sales Management, Management, P&L Management, Fiduciary Management, Business Analysis, Growth Strategies, Revenue & Profit Growth, Communication, Project Management, Product Management, Problem Solving, Organizational..., Thought Leadership, Strategic Leadership, Cross-functional Team..., Change Management, Coaching, Simplifying the Complex, Organizational..., New Business Development, Staff Development, High Performance Teams, Performance Management, Recruiting, Training & Development, Competitive Intelligence, Competitive Marketing..., Competitive..., Competitive Advantage, Business Analytics, Entrepreneurship, Collaborative Leadership, Customer Driven, Success Driven, Challenge Driven, Investments, Asset Management, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Finance, Leadership
Education
The University of Memphis 1976 — 1980
B.B.A., Business, Management, Marketing
fi360 2012 — 2012
AIFA®, (Accredited Investment Fiduciary Analyst®), Investment Fiduciary Responsibility
Robert Morris University 2013 — 2013
PPC™ - Professional Plan Consultant, Retirement Plans
University of Pennsylvania - The Wharton School 1986 — 1986
Executive Education, Pension & Investment Management
Marianne Connolly Marianne Connolly's Merrill Lynch Experience September 1984 - February 1988
Job Office Manager at Applied Construction Services, Inc, Babylon, NY
Industry Construction
Experience
Applied Construction Services, Inc. February 2007 - Present
IBJ Schroder & Co. August 1988 - September 1991
US Securities & Exchange Commission February 1988 - August 1988
Merrill Lynch September 1984 - February 1988
Skills
Bookkeeping, Payroll, Human Resources, Microsoft Excel, QuickBooks, Client Billing, Compliance, Tax Returns, Customer Service, Account Reconciliation, Accounts Payable, Accounts Receivable, Close Attention to..., Time Management, Credit Cards, Contractors, Subcontracting, Vehicles, Vendor Relationships, 401k, Health Insurance, Workers' Compensation..., Troubleshooting, HR Policies, Construction Safety, General Insurance, Unemployment Claims, Municipality..., Notary Public
Education
Roanoke College 1979 — 1983
Bachelor of Arts (B.A.), Spanish/Business
Hunterdon Central High School 1975 — 1979
Applied Construction Services, Inc. February 2007 - Present
IBJ Schroder & Co. August 1988 - September 1991
US Securities & Exchange Commission February 1988 - August 1988
Merrill Lynch September 1984 - February 1988
Skills
Bookkeeping, Payroll, Human Resources, Microsoft Excel, QuickBooks, Client Billing, Compliance, Tax Returns, Customer Service, Account Reconciliation, Accounts Payable, Accounts Receivable, Close Attention to..., Time Management, Credit Cards, Contractors, Subcontracting, Vehicles, Vendor Relationships, 401k, Health Insurance, Workers' Compensation..., Troubleshooting, HR Policies, Construction Safety, General Insurance, Unemployment Claims, Municipality..., Notary Public
Education
Roanoke College 1979 — 1983
Bachelor of Arts (B.A.), Spanish/Business
Hunterdon Central High School 1975 — 1979
Colin South Colin South's Merrill Lynch Experience May 2012 - December 2012
Job Associate Valuation and Business Analytics at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP January 2015 - Present
Le Nice Hockey Côte d'Azur October 2014 - November 2014
Stone Pier Capital Advisors, LP May 2014 - August 2014
Merrill Lynch May 2012 - December 2012
"Q" School of Hockey August 2008 - August 2012
Robert Morris University Hockey Academy June 2011 - August 2011
Skills
Financial Analysis, Finance, Teamwork, Bloomberg, Wealth Management, Equity Research, Investment Banking, Economics, Financial Modeling, Financial Statement...
Education
Robert Morris University 2010 — 2014
BSBA, Economics/Finance
Quaker Valley High School
BDO USA, LLP January 2015 - Present
Le Nice Hockey Côte d'Azur October 2014 - November 2014
Stone Pier Capital Advisors, LP May 2014 - August 2014
Merrill Lynch May 2012 - December 2012
"Q" School of Hockey August 2008 - August 2012
Robert Morris University Hockey Academy June 2011 - August 2011
Skills
Financial Analysis, Finance, Teamwork, Bloomberg, Wealth Management, Equity Research, Investment Banking, Economics, Financial Modeling, Financial Statement...
Education
Robert Morris University 2010 — 2014
BSBA, Economics/Finance
Quaker Valley High School
Christina Bernstein Christina Bernstein's Merrill Lynch Experience March 1988 - May 2001
Job Administrative Coordinator at McDonald's Corporatiaon
Industry Restaurants
Experience
McDonald's Corporatiaon April 2010 - Present
Wells Fargo Advisors May 2001 - April 2010
Merrill Lynch March 1988 - May 2001
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Research, Photoshop, Windows, Public Speaking, English, Budgets, HTML, Inventory Management, Data Entry, Fundraising, Social Networking, Event Planning, Administrative..., Event Management, Team Building, Access, Leadership
Education
Robert Morris University 1981 — 1981
Certification, Administrative Assistant and Secretarial Science, General
McDonald's Corporatiaon April 2010 - Present
Wells Fargo Advisors May 2001 - April 2010
Merrill Lynch March 1988 - May 2001
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Research, Photoshop, Windows, Public Speaking, English, Budgets, HTML, Inventory Management, Data Entry, Fundraising, Social Networking, Event Planning, Administrative..., Event Management, Team Building, Access, Leadership
Education
Robert Morris University 1981 — 1981
Certification, Administrative Assistant and Secretarial Science, General
Conner DuBois Conner DuBois's Merrill Lynch Experience October 2012 - December 2012
Job Cash Management Specialist at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. March 2015 - Present
PA Dry Mix September 2014 - December 2014
Blue Mountain Lacrosse June 2009 - August 2014
Durham University September 2013 - May 2014
Merrill Lynch October 2012 - December 2012
Roanoke College August 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Management, Public Speaking, Teamwork, Leadership, Microsoft Office, SPSS, Microsoft Word, Prezi, Data Analysis, Social Media, Time Management, Access, Cash Flow Analysis, Corporate Finance, Finacial Management, Cost Accounting, Business Valuation, Industry Research, Stata, Regression Analysis, Economics, Bloomberg, Thompson One, Mergers & Acquisitions, Financial Analysis, Customer Relations, Team Building, Team Management, Airline Economics, Sports Coaching, Research
Education
University of Durham 2013 — 2014
Master of Science (MSc), Financial Management, 3.13
Roanoke College 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration
RBC Global Asset Management (U.S.) Inc. March 2015 - Present
PA Dry Mix September 2014 - December 2014
Blue Mountain Lacrosse June 2009 - August 2014
Durham University September 2013 - May 2014
Merrill Lynch October 2012 - December 2012
Roanoke College August 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Management, Public Speaking, Teamwork, Leadership, Microsoft Office, SPSS, Microsoft Word, Prezi, Data Analysis, Social Media, Time Management, Access, Cash Flow Analysis, Corporate Finance, Finacial Management, Cost Accounting, Business Valuation, Industry Research, Stata, Regression Analysis, Economics, Bloomberg, Thompson One, Mergers & Acquisitions, Financial Analysis, Customer Relations, Team Building, Team Management, Airline Economics, Sports Coaching, Research
Education
University of Durham 2013 — 2014
Master of Science (MSc), Financial Management, 3.13
Roanoke College 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration
Janine Murray Janine Murray's Merrill Lynch Experience 1988 - 1991
Job Office Manager at Digital Lumens
Industry Consumer Services
Experience
Digital Lumens December 2014 - Present
Law Office of Michael P Holden, LLC April 2013 - December 2014
Quahog Management Inc August 2009 - August 2014
RCB Trust Company 1991 - 1995
Merrill Lynch 1988 - 1991
Skills
Institutional..., Marketing, Marketing Communications, Financial Reporting, Project Management, Relationship Management, Consulting Relations, Coordinating Events, Payroll, Account Management, Marketing Strategy, Sales Presentations, Budgets, Customer Service, Finance, Investments, Management, New Business Development
Education
Rochester Institute of Technology 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Digital Lumens December 2014 - Present
Law Office of Michael P Holden, LLC April 2013 - December 2014
Quahog Management Inc August 2009 - August 2014
RCB Trust Company 1991 - 1995
Merrill Lynch 1988 - 1991
Skills
Institutional..., Marketing, Marketing Communications, Financial Reporting, Project Management, Relationship Management, Consulting Relations, Coordinating Events, Payroll, Account Management, Marketing Strategy, Sales Presentations, Budgets, Customer Service, Finance, Investments, Management, New Business Development
Education
Rochester Institute of Technology 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
David V. Thomas, Jr.'s Merrill Lynch Experience June 2005 - November 2008
Job Vice President & Senior Wealth Advisor at BOSC, Inc a subsidiary of BOK Financial Corp
Industry Financial Services
Experience
BOK Financial August 2013 - Present
Wells Fargo Advisors, LLC November 2008 - July 2013
Merrill Lynch June 2005 - November 2008
Salomon Smith Barney 2004 - 2005
Bear Stearns 2002 - 2004
Skills
Finance, Insurance, Series 7, Wealth Management, Investments, Mergers & Acquisitions, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Financial Services, Portfolio Management, Securities
Education
Roanoke College 1998 — 2002
BBA, Finance
Copley High School 1995 — 1998
BOK Financial August 2013 - Present
Wells Fargo Advisors, LLC November 2008 - July 2013
Merrill Lynch June 2005 - November 2008
Salomon Smith Barney 2004 - 2005
Bear Stearns 2002 - 2004
Skills
Finance, Insurance, Series 7, Wealth Management, Investments, Mergers & Acquisitions, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Financial Services, Portfolio Management, Securities
Education
Roanoke College 1998 — 2002
BBA, Finance
Copley High School 1995 — 1998
Troy Lubberts's Merrill Lynch Experience March 2013 - April 2014
Job Proprietary Trader at Patak Trading Partners
Industry Investment Management
Experience
Patak Trading Partners, LLC April 2015 - Present
AMR Capital Trading June 2014 - 2015
Merrill Lynch March 2013 - April 2014
AXA Advisors LLC February 2012 - February 2013
Rochester Institute of Technology May 2010 - May 2012
Top Step Trader December 2011 - 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Data Analysis, Economics, Microsoft Excel, Risk Management, Forecasting, PowerPoint, Trading, Asset Management, Series 7, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Wealth Management, Equity Research, Financial Markets, Finance, Investments, Strategy, Valuation, Analysis
Education
Rochester Institute of Technology 2008 — 2010
Finance
Rochester Institute of TechnologyE. Philip Saunders College of Business
Bachelor of Science, Business Administration; Finance
Patak Trading Partners, LLC April 2015 - Present
AMR Capital Trading June 2014 - 2015
Merrill Lynch March 2013 - April 2014
AXA Advisors LLC February 2012 - February 2013
Rochester Institute of Technology May 2010 - May 2012
Top Step Trader December 2011 - 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Data Analysis, Economics, Microsoft Excel, Risk Management, Forecasting, PowerPoint, Trading, Asset Management, Series 7, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Wealth Management, Equity Research, Financial Markets, Finance, Investments, Strategy, Valuation, Analysis
Education
Rochester Institute of Technology 2008 — 2010
Finance
Rochester Institute of TechnologyE. Philip Saunders College of Business
Bachelor of Science, Business Administration; Finance
Allan Elder's Merrill Lynch Experience August 2000 - August 2006
Job Framework Developer at BP
Industry Computer Software
Experience
BP April 2012 - Present
JP Morgan Chase October 2006 - April 2012
Merrill Lynch August 2000 - August 2006
Prudential Insurance Co. August 1996 - February 2000
Amerada Hess 2000 - 2000
Tulloch Timber (Nairn) Ltd. July 1993 - July 1996
Skills
C#, .NET, Software Development, Integration, Application Architecture, Equities, Sybase, XML, Java, SOA, SDLC, Design Patterns, WPF, Agile Methodologies, Visio
Education
Robert Gordon University 1992 — 1993
BSc, Computing
Robert Gordon University 1989 — 1991
HND, Computing
BP April 2012 - Present
JP Morgan Chase October 2006 - April 2012
Merrill Lynch August 2000 - August 2006
Prudential Insurance Co. August 1996 - February 2000
Amerada Hess 2000 - 2000
Tulloch Timber (Nairn) Ltd. July 1993 - July 1996
Skills
C#, .NET, Software Development, Integration, Application Architecture, Equities, Sybase, XML, Java, SOA, SDLC, Design Patterns, WPF, Agile Methodologies, Visio
Education
Robert Gordon University 1992 — 1993
BSc, Computing
Robert Gordon University 1989 — 1991
HND, Computing
Rasheed Hall's Merrill Lynch Experience 2000 - 2001
Job Network Engineer / New York Local Internet Marketing Consultant / Online Marketing Engineer
Industry Information Technology and Services
Experience
MAP Digital: MetaMeetings™ 2014 - Present
SoHo Consulting Services, Inc. 2010 - Present
Various Companies 2014 - 2015
IntercontinentalExchange, Inc. : NYSE Euronext 2011 - 2013
SoHo Consulting Services, Inc. 2008 - 2012
Epstein Becker & Green, P.C. 2008 - 2010
The Segal Company 2006 - 2008
Warner Music Group 2000 - 2006
Merrill Lynch 2000 - 2001
Deutsche Bank 1997 - 1998
Skills
Integration, SharePoint, Disaster Recovery, Networking, Vendor Management, Strategy, Active Directory, SEO, Online Marketing, Project Management, Windows, Windows Server, SQL, Program Management, Data Center, Databases, HTML, Information Technology, Consulting, Team Leadership, Microsoft SQL Server, Reputation Systems, Online Video Marketing, New Business Development, Cisco Technologies, Security, Network Security, Firewalls, DNS, Switches
Education
Systems / Software
Skills / Technology
Rochester Institute of Technology 1990 — 1995
MAP Digital: MetaMeetings™ 2014 - Present
SoHo Consulting Services, Inc. 2010 - Present
Various Companies 2014 - 2015
IntercontinentalExchange, Inc. : NYSE Euronext 2011 - 2013
SoHo Consulting Services, Inc. 2008 - 2012
Epstein Becker & Green, P.C. 2008 - 2010
The Segal Company 2006 - 2008
Warner Music Group 2000 - 2006
Merrill Lynch 2000 - 2001
Deutsche Bank 1997 - 1998
Skills
Integration, SharePoint, Disaster Recovery, Networking, Vendor Management, Strategy, Active Directory, SEO, Online Marketing, Project Management, Windows, Windows Server, SQL, Program Management, Data Center, Databases, HTML, Information Technology, Consulting, Team Leadership, Microsoft SQL Server, Reputation Systems, Online Video Marketing, New Business Development, Cisco Technologies, Security, Network Security, Firewalls, DNS, Switches
Education
Systems / Software
Skills / Technology
Rochester Institute of Technology 1990 — 1995
Tracy Horvath's Merrill Lynch Experience January 1996 - December 1998
Job
Industry Pharmaceuticals
Experience
Microsoft May 2013 - March 2014
Johnson & Johnson (Vistakon) December 2010 - April 2013
Johnson & Johnson (Cordis) December 2007 - December 2010
Johnson & Johnson (Cordis) January 2005 - December 2007
Johnson & Johnson (Cordis) July 2001 - January 2005
American List Counsel January 2000 - December 2000
Bristol-Myers Squibb January 1998 - December 2000
Merrill Lynch January 1996 - December 1998
Institute for Advanced Study January 1993 - December 1996
Skills
Management, Leadership, Superior Work Ethic, Cross-functional Team..., Strategic Planning, Innovativeness, Communication, Sales Operations, Analytics, Report Writing, Marketing Analytics, Incentive Programs, Sales Force Compensation, Quota Setting, Payroll Taxes, Deployment Strategies, Sales Force Alignment, Automation, Master Data Management, Query Writing, Report Development, Relational Databases, SOX Compliancy, User Acceptance Testing, Payroll, Product Launch, Compliance, Cognos, SAP, DB2, SQL, Microsoft Applications, AS400 system
Education
Rider University 1995 — 2000
Master of Business Administration (MBA)
Rutgers University 1987 — 1991
Bachelor of Arts (BA), Political Science and Government and Education
Microsoft May 2013 - March 2014
Johnson & Johnson (Vistakon) December 2010 - April 2013
Johnson & Johnson (Cordis) December 2007 - December 2010
Johnson & Johnson (Cordis) January 2005 - December 2007
Johnson & Johnson (Cordis) July 2001 - January 2005
American List Counsel January 2000 - December 2000
Bristol-Myers Squibb January 1998 - December 2000
Merrill Lynch January 1996 - December 1998
Institute for Advanced Study January 1993 - December 1996
Skills
Management, Leadership, Superior Work Ethic, Cross-functional Team..., Strategic Planning, Innovativeness, Communication, Sales Operations, Analytics, Report Writing, Marketing Analytics, Incentive Programs, Sales Force Compensation, Quota Setting, Payroll Taxes, Deployment Strategies, Sales Force Alignment, Automation, Master Data Management, Query Writing, Report Development, Relational Databases, SOX Compliancy, User Acceptance Testing, Payroll, Product Launch, Compliance, Cognos, SAP, DB2, SQL, Microsoft Applications, AS400 system
Education
Rider University 1995 — 2000
Master of Business Administration (MBA)
Rutgers University 1987 — 1991
Bachelor of Arts (BA), Political Science and Government and Education
Jagadesh Yaddanapudi's Merrill Lynch Experience March 2005 - May 2005
Job EDI Integration Architect/Developer at Walmart
Industry Retail
Experience
Cognizant Technology Solutions September 2013 - Present
Cognizant/Walmart February 2011 - September 2013
PepsiCo March 2010 - February 2011
The Home Depot January 2010 - February 2010
Newell Rubbermaid August 2005 - November 2009
Marriott Hotel May 2005 - August 2005
Merrill Lynch March 2005 - May 2005
Australian Post January 2004 - February 2005
AGL November 2002 - December 2003
Meenaxy Pharma Ltd January 2002 - May 2002
Skills
Data Warehousing, Databases, EDI, Integration, Microsoft SQL Server, Oracle, SDLC, XML, Business Analysis, Business Process, Java, Requirements Analysis, SQL, Testing, Unix
Education
RMIT University
Masters, Masters In Computer Science
Sri Krishnadevaraya University
BCA, Computers
Cognizant Technology Solutions September 2013 - Present
Cognizant/Walmart February 2011 - September 2013
PepsiCo March 2010 - February 2011
The Home Depot January 2010 - February 2010
Newell Rubbermaid August 2005 - November 2009
Marriott Hotel May 2005 - August 2005
Merrill Lynch March 2005 - May 2005
Australian Post January 2004 - February 2005
AGL November 2002 - December 2003
Meenaxy Pharma Ltd January 2002 - May 2002
Skills
Data Warehousing, Databases, EDI, Integration, Microsoft SQL Server, Oracle, SDLC, XML, Business Analysis, Business Process, Java, Requirements Analysis, SQL, Testing, Unix
Education
RMIT University
Masters, Masters In Computer Science
Sri Krishnadevaraya University
BCA, Computers
Dominica Miceli's Merrill Lynch Experience March 2008 - January 2009
Job Operations Coordinator at Andrie Trading Companies
Industry Financial Services
Experience
Andrie Trading Companies October 2014 - Present
OptionsCity Software January 2013 - January 2014
OptionsCity Software, Inc. January 2012 - January 2013
OptionsCity Software, Inc. January 2011 - January 2012
OptionsCity Software, Inc. January 2010 - January 2012
Merrill Lynch March 2008 - January 2009
Merrill Lynch March 2005 - April 2008
Merrill Lynch June 2003 - March 2005
Skills
Electronic Trading, Options, Trading Systems, Trading, Derivatives, Equities, Equity Derivatives, Financial Markets, Commodity, Market Data, Series 7, Trading Strategies, Equity Trading, Fixed Income, Swaps, Structured Products, Low Latency, Risk Management, FX trading, Technical Analysis, FX Options, Commodity Markets, Investment Banking, Back Office, Hedging, Capital Markets, Market Making, Bloomberg, Hedge Funds, Portfolio Management, Proprietary Trading, Securities
Education
Robert Morris University - Illinois
Andrie Trading Companies October 2014 - Present
OptionsCity Software January 2013 - January 2014
OptionsCity Software, Inc. January 2012 - January 2013
OptionsCity Software, Inc. January 2011 - January 2012
OptionsCity Software, Inc. January 2010 - January 2012
Merrill Lynch March 2008 - January 2009
Merrill Lynch March 2005 - April 2008
Merrill Lynch June 2003 - March 2005
Skills
Electronic Trading, Options, Trading Systems, Trading, Derivatives, Equities, Equity Derivatives, Financial Markets, Commodity, Market Data, Series 7, Trading Strategies, Equity Trading, Fixed Income, Swaps, Structured Products, Low Latency, Risk Management, FX trading, Technical Analysis, FX Options, Commodity Markets, Investment Banking, Back Office, Hedging, Capital Markets, Market Making, Bloomberg, Hedge Funds, Portfolio Management, Proprietary Trading, Securities
Education
Robert Morris University - Illinois
Dina M. Jones's Merrill Lynch Experience 1985 - 1988
Job Senior Registered Associate Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 1996 - Present
Merrill Lynch 1985 - 1988
Skills
FINRA, Wealth Management, Securities, IRAs, Equities, Series 7, Series 63
Education
Riverside Community College 1980 — 1982
Morgan Stanley Wealth Management 1996 - Present
Merrill Lynch 1985 - 1988
Skills
FINRA, Wealth Management, Securities, IRAs, Equities, Series 7, Series 63
Education
Riverside Community College 1980 — 1982
Tara Patillo's Merrill Lynch Experience 1995 - 2000
Job Project Manager
Industry Insurance
Experience
CIGNA International December 2004 - Present
Medical Broadcasting Company 2003 - 2004
Merrill Lynch 1995 - 2000
Education
Rider University
MBA
Towson University
B.S.
CIGNA International December 2004 - Present
Medical Broadcasting Company 2003 - 2004
Merrill Lynch 1995 - 2000
Education
Rider University
MBA
Towson University
B.S.
David Lojpersberger's Merrill Lynch Experience 1993 - 1997
Job Managing Director, Branch Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Prudential Securitites 1998 - 2003
Merrill Lynch 1993 - 1997
Chase June 1989 - October 1993
Skills
Organizational..., Strategic Communications, Strategic Planning, Cash Management, Portfolio Management, Wealth Management, Leadership, Loans, Investments, Financial Services, Strategic Financial..., Finance, Asset Management, Strategy, Management, Mutual Funds, Alternative Investments, Series 7, Team Building, Securities, Risk Management, Coaching, Mortgage Lending, Financial Planning, Series 63, Team Leadership
Education
Rochester Institute of Technology 1994 — 1997
None Awarded - moved to NYC, MBA
Villanova University 1984 — 1988
BS, Business Administration
Vestal High School 1980 — 1984
Wells Fargo Advisors, LLC May 2009 - Present
Prudential Securitites 1998 - 2003
Merrill Lynch 1993 - 1997
Chase June 1989 - October 1993
Skills
Organizational..., Strategic Communications, Strategic Planning, Cash Management, Portfolio Management, Wealth Management, Leadership, Loans, Investments, Financial Services, Strategic Financial..., Finance, Asset Management, Strategy, Management, Mutual Funds, Alternative Investments, Series 7, Team Building, Securities, Risk Management, Coaching, Mortgage Lending, Financial Planning, Series 63, Team Leadership
Education
Rochester Institute of Technology 1994 — 1997
None Awarded - moved to NYC, MBA
Villanova University 1984 — 1988
BS, Business Administration
Vestal High School 1980 — 1984
David De Cerbo, CFP®, CIMA®, CRPC®, MBA's Merrill Lynch Experience October 1998 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1998 - Present
LeTip June 2007 - June 2010
Michael Baker Jr. Inc 1995 - 1998
Skills
High Net Worth..., Strategic Financial..., Wealth Management, Retirement Planning, Series 63, Estate Planning, Investments, Asset Allocation, Wealth Management..., Insurance, Series 7, Strategic Planning, Certified Financial..., Finance, Financial Planning, Leadership, Customer Service, Mutual Funds, Financial Planners, Retirement
Education
University of Pennsylvania 2003 — 2004
CIMA, Certified Investment Manager Analyst
Rutgers University-New Brunswick 1998 — 2000
MBA, Finance
Rochester Institute of Technology 1990 — 1995
BS, Civil Engineering Technology
Beacon High School
Merrill Lynch October 1998 - Present
LeTip June 2007 - June 2010
Michael Baker Jr. Inc 1995 - 1998
Skills
High Net Worth..., Strategic Financial..., Wealth Management, Retirement Planning, Series 63, Estate Planning, Investments, Asset Allocation, Wealth Management..., Insurance, Series 7, Strategic Planning, Certified Financial..., Finance, Financial Planning, Leadership, Customer Service, Mutual Funds, Financial Planners, Retirement
Education
University of Pennsylvania 2003 — 2004
CIMA, Certified Investment Manager Analyst
Rutgers University-New Brunswick 1998 — 2000
MBA, Finance
Rochester Institute of Technology 1990 — 1995
BS, Civil Engineering Technology
Beacon High School
Scott Seymour's Merrill Lynch Experience May 2002 - October 2002
Job Risk Management Analyst II at Bank of America
Industry Banking
Experience
Bank of America February 2007 - Present
Bank of America July 2005 - February 2007
MBNA January 2004 - June 2005
MBNA October 2002 - December 2003
Merrill Lynch May 2002 - October 2002
Skills
Vendor Management, Management, Loans
Education
Roanoke College 1996 — 2000
Bachelor of Arts, History
Bank of America February 2007 - Present
Bank of America July 2005 - February 2007
MBNA January 2004 - June 2005
MBNA October 2002 - December 2003
Merrill Lynch May 2002 - October 2002
Skills
Vendor Management, Management, Loans
Education
Roanoke College 1996 — 2000
Bachelor of Arts, History
Marc Weiden's Merrill Lynch Experience February 2007 - June 2008
Job Director of Operations at NWI Management LP
Industry Financial Services
Experience
NWI Management LP January 2015 - Present
Anderson Global Macro May 2013 - January 2015
Horton Point June 2008 - May 2013
Merrill Lynch February 2007 - June 2008
Soros Fund Management April 1994 - February 2007
Dreyfus Corp December 1987 - April 1994
Skills
Hedge Funds, Asset Managment, Trading, Investor Relations, Due Diligence, Equities, Fixed Income, Foreign Exchange, Futures, Swaps, Alternative Investments, Securities, Bloomberg, Derivatives, Capital Markets, Equity Derivatives, Trading Systems, Options, Fund Of Funds, Asset Management, Financial Markets, Equity Trading
Education
Rochester Institute of Technology 1983 — 1987
Bachelor of Science (BS), Accounting and Finance
NWI Management LP January 2015 - Present
Anderson Global Macro May 2013 - January 2015
Horton Point June 2008 - May 2013
Merrill Lynch February 2007 - June 2008
Soros Fund Management April 1994 - February 2007
Dreyfus Corp December 1987 - April 1994
Skills
Hedge Funds, Asset Managment, Trading, Investor Relations, Due Diligence, Equities, Fixed Income, Foreign Exchange, Futures, Swaps, Alternative Investments, Securities, Bloomberg, Derivatives, Capital Markets, Equity Derivatives, Trading Systems, Options, Fund Of Funds, Asset Management, Financial Markets, Equity Trading
Education
Rochester Institute of Technology 1983 — 1987
Bachelor of Science (BS), Accounting and Finance
Jonathan Mervine's Merrill Lynch Experience January 2009 - December 2010
Job CoFounder, Brewmaster at Roc Brewing Co., LLC
Industry Food & Beverages
Experience
Nedloh Brewing August 2014 - January 2015
Roc Brewing Co., LLC February 2010 - August 2014
Merrill Lynch January 2009 - December 2010
Banc of America Investments February 2008 - January 2009
Skills
Brewing, Marketing Communications, Social Media Marketing, Business Development, Management, Alcoholic Beverages, Craft Beer, Sales, Marketing Strategy, Event Management, Event Planning, Strategic Planning, Advertising, Public Relations
Education
Rochester Institute of Technology 2003 — 2007
Bachelor's Degree, International Economics
Kenmore West High Scool 1999 — 2003
High School
Nedloh Brewing August 2014 - January 2015
Roc Brewing Co., LLC February 2010 - August 2014
Merrill Lynch January 2009 - December 2010
Banc of America Investments February 2008 - January 2009
Skills
Brewing, Marketing Communications, Social Media Marketing, Business Development, Management, Alcoholic Beverages, Craft Beer, Sales, Marketing Strategy, Event Management, Event Planning, Strategic Planning, Advertising, Public Relations
Education
Rochester Institute of Technology 2003 — 2007
Bachelor's Degree, International Economics
Kenmore West High Scool 1999 — 2003
High School
Holly Byrnes, PMP's Merrill Lynch Experience June 2008 - November 2012
Job Director, Corporate Program Management
Industry Financial Services
Experience
Brandywine Global Investment Management October 2012 - Present
Merrill Lynch June 2008 - November 2012
Prudential April 2008 - June 2008
Credit Suisse August 2004 - February 2008
Orleans-Niagara BOCES September 2002 - June 2004
Oswego County BOCES 2001 - 2002
Skills
SDLC, Fixed Income, Business Analysis, Trading Systems, Investment Banking, Equities, Visio, Wealth Management, Portfolio Management, Software Project..., Vendor Management, Options, Financial Services, Risk Management, Project Portfolio..., Mutual Funds, Investments, PMO, Project Management, IT Strategy, Requirements Analysis, Requirements Gathering, Program Management, Agile Methodologies, Analysis, Analytics, Integration, Management, Software Documentation, Strategy, Trading, Testing, Market Data, Business Requirements, Series 7, Leadership
Education
Rochester Institute of Technology 1998 — 2008
MS, Information Technology
Rochester Institute of Technology 1998 — 2001
BS, Biomedical Computing
Brandywine Global Investment Management October 2012 - Present
Merrill Lynch June 2008 - November 2012
Prudential April 2008 - June 2008
Credit Suisse August 2004 - February 2008
Orleans-Niagara BOCES September 2002 - June 2004
Oswego County BOCES 2001 - 2002
Skills
SDLC, Fixed Income, Business Analysis, Trading Systems, Investment Banking, Equities, Visio, Wealth Management, Portfolio Management, Software Project..., Vendor Management, Options, Financial Services, Risk Management, Project Portfolio..., Mutual Funds, Investments, PMO, Project Management, IT Strategy, Requirements Analysis, Requirements Gathering, Program Management, Agile Methodologies, Analysis, Analytics, Integration, Management, Software Documentation, Strategy, Trading, Testing, Market Data, Business Requirements, Series 7, Leadership
Education
Rochester Institute of Technology 1998 — 2008
MS, Information Technology
Rochester Institute of Technology 1998 — 2001
BS, Biomedical Computing
Shruthi A's Merrill Lynch Experience 2005 - 2006
Job Oracle Financial Functional Consultant at CareOne Management LLC
Industry Computer Software
Experience
CareOne Management LLC May 2014 - Present
Tyco International May 2011 - April 2014
U.S. Department of Education July 2010 - April 2011
CSC Consulting June 2008 - August 2010
Computer Sciences Corporation 2008 - 2010
NATCO Group 2009 - 2009
Celgene 2008 - 2009
Accenture 2007 - 2008
Perot Systems 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
Oracle Financials, End User Training, Oracle E-Business Suite, Oracle Applications, Gap Analysis, Production Support, Project Implementation, SDLC, Business Process, IT Operations, Business Requirements, Requirements Gathering, User Acceptance Testing, IT Outsourcing, Financials, Data Migration, Oracle Financial, PL/SQL, ERP, Requirements Analysis, Data Warehousing, Oracle, Integration
Education
Rider University
CIS/Global Business, Computers
CareOne Management LLC May 2014 - Present
Tyco International May 2011 - April 2014
U.S. Department of Education July 2010 - April 2011
CSC Consulting June 2008 - August 2010
Computer Sciences Corporation 2008 - 2010
NATCO Group 2009 - 2009
Celgene 2008 - 2009
Accenture 2007 - 2008
Perot Systems 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
Oracle Financials, End User Training, Oracle E-Business Suite, Oracle Applications, Gap Analysis, Production Support, Project Implementation, SDLC, Business Process, IT Operations, Business Requirements, Requirements Gathering, User Acceptance Testing, IT Outsourcing, Financials, Data Migration, Oracle Financial, PL/SQL, ERP, Requirements Analysis, Data Warehousing, Oracle, Integration
Education
Rider University
CIS/Global Business, Computers
Mary R Chambers's Merrill Lynch Experience November 1989 - July 2002
Job Director of Wealth Planning at H&R Block Financial Advisors
Industry Financial Services
Experience
Ameriprise Advisor Services, Inc. December 2004 - Present
Ameriprise Advisor Services formerly H&R Block Financial Advisors 2004 - Present
Bank Leumi August 2002 - December 2004
Merrill Lynch November 1989 - July 2002
IDS/American Express May 1982 - March 1989
Education
Rivier College 1979 — 1981
MBA, Management
University of Massachusetts, Amherst 1964 — 1968
BS, Education
Ameriprise Advisor Services, Inc. December 2004 - Present
Ameriprise Advisor Services formerly H&R Block Financial Advisors 2004 - Present
Bank Leumi August 2002 - December 2004
Merrill Lynch November 1989 - July 2002
IDS/American Express May 1982 - March 1989
Education
Rivier College 1979 — 1981
MBA, Management
University of Massachusetts, Amherst 1964 — 1968
BS, Education
Christina Abel's Merrill Lynch Experience June 2004 - June 2005
Job Product manager at Cordant Health Solutions
Industry Marketing and Advertising
Experience
TeleTech January 2013 - October 2013
TeleTech October 2011 - October 2013
DaVita February 2010 - September 2011
MDI Holdings 2008 - 2009
The Florida Times Union May 2005 - December 2008
Merrill Lynch June 2004 - June 2005
Ripon College February 2002 - May 2003
Skills
Press Releases, Media Relations, Editing, Social Media, Strategic Communications, Public Relations, Newsletters, Speech Writing, Social Media Marketing, Blogging, Crisis Communications, Marketing Communications, Corporate Communications, Advertising, Event Planning
Education
Syracuse University 2004 — 2005
M.A., Magazine, Newspaper and Online Journalism
Ripon College 1999 — 2003
Bachelor of Arts (B.A.), Journalism
TeleTech January 2013 - October 2013
TeleTech October 2011 - October 2013
DaVita February 2010 - September 2011
MDI Holdings 2008 - 2009
The Florida Times Union May 2005 - December 2008
Merrill Lynch June 2004 - June 2005
Ripon College February 2002 - May 2003
Skills
Press Releases, Media Relations, Editing, Social Media, Strategic Communications, Public Relations, Newsletters, Speech Writing, Social Media Marketing, Blogging, Crisis Communications, Marketing Communications, Corporate Communications, Advertising, Event Planning
Education
Syracuse University 2004 — 2005
M.A., Magazine, Newspaper and Online Journalism
Ripon College 1999 — 2003
Bachelor of Arts (B.A.), Journalism
Tim Koch's Merrill Lynch Experience May 2001 - May 2002
Job Global Program Quality Lead at Novartis
Industry Pharmaceuticals
Experience
Novartis May 2015 - Present
GlaxoSmithKline February 2013 - April 2015
GlaxoSmithKline May 2009 - February 2013
GlaxoSmithKline February 2006 - May 2009
Johnson & Johnson May 2002 - January 2006
Merrill Lynch May 2001 - May 2002
St. Mary's Medical Center June 1999 - August 2001
Bristol-Myers Squibb May 2000 - August 2000
Skills
Quality Assurance, Clinical Trials, Pharmaceutical Industry, Analytics, Risk Management, R&D, Business Process..., Quality Management, Inspection Readiness, Performance Metrics, IT Solutions, Benchmarking, Resource Management, Risk Assessment, FDA Inspections, KPI Dashboards, Oncology, Clinical Development
Education
Rider University 1998 — 2002
Bachelor's, Computer Information Systems Accounting
Novartis May 2015 - Present
GlaxoSmithKline February 2013 - April 2015
GlaxoSmithKline May 2009 - February 2013
GlaxoSmithKline February 2006 - May 2009
Johnson & Johnson May 2002 - January 2006
Merrill Lynch May 2001 - May 2002
St. Mary's Medical Center June 1999 - August 2001
Bristol-Myers Squibb May 2000 - August 2000
Skills
Quality Assurance, Clinical Trials, Pharmaceutical Industry, Analytics, Risk Management, R&D, Business Process..., Quality Management, Inspection Readiness, Performance Metrics, IT Solutions, Benchmarking, Resource Management, Risk Assessment, FDA Inspections, KPI Dashboards, Oncology, Clinical Development
Education
Rider University 1998 — 2002
Bachelor's, Computer Information Systems Accounting
Dan Beckwith's Merrill Lynch Experience March 2014 - Present
Job Supervisor Alternative Investment Investor Services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Merrill Lynch July 2012 - March 2014
Merrill Lynch April 2010 - July 2012
Merrill Lynch April 2007 - April 2010
Skills
Equities, Investments, Series 7, Wealth Management, Fixed Income, Retirement Planning, Financial Analysis, Investment Banking, Derivatives, Mutual Funds, Capital Markets, Trading, Microsoft Office, Private Equity, Leadership, Finance
Education
Robert Morris University 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Westminster College (PA) 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Merrill Lynch March 2014 - Present
Merrill Lynch July 2012 - March 2014
Merrill Lynch April 2010 - July 2012
Merrill Lynch April 2007 - April 2010
Skills
Equities, Investments, Series 7, Wealth Management, Fixed Income, Retirement Planning, Financial Analysis, Investment Banking, Derivatives, Mutual Funds, Capital Markets, Trading, Microsoft Office, Private Equity, Leadership, Finance
Education
Robert Morris University 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Westminster College (PA) 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Kristina Sundin's Merrill Lynch Experience 1993 - 1999
Job Technical Account Manager at Nielsen
Industry Information Technology and Services
Experience
Nielsen January 2015 - Present
Nielsen November 2012 - Present
Cegedim Relationship Management July 2010 - November 2012
Cegedim Dendrite July 2010 - December 2010
RR Bowker April 2007 - July 2010
R.R. Bowker 2007 - July 2010
Schering-Plough 2006 - 2007
Aventis 1999 - 2004
Merrill Lynch 1993 - 1999
Skills
Project Management, Business Analysis, Program Management, Business Intelligence, Process Improvement, MS Project, Change Management, Strategic Planning, Team Leadership, Data Analysis, Project Planning, SDLC, Management, Product Management, Training, CRM, Cross-functional Team..., Strategy, Vendor Management, Business Process..., Analytics, Integration, Requirements Analysis, IT Strategy, PMO, Outsourcing, Leadership, Business Process, Project Portfolio...
Education
Rochester Institute of Technology
BS, Biomedical Photographic Communications
Nielsen January 2015 - Present
Nielsen November 2012 - Present
Cegedim Relationship Management July 2010 - November 2012
Cegedim Dendrite July 2010 - December 2010
RR Bowker April 2007 - July 2010
R.R. Bowker 2007 - July 2010
Schering-Plough 2006 - 2007
Aventis 1999 - 2004
Merrill Lynch 1993 - 1999
Skills
Project Management, Business Analysis, Program Management, Business Intelligence, Process Improvement, MS Project, Change Management, Strategic Planning, Team Leadership, Data Analysis, Project Planning, SDLC, Management, Product Management, Training, CRM, Cross-functional Team..., Strategy, Vendor Management, Business Process..., Analytics, Integration, Requirements Analysis, IT Strategy, PMO, Outsourcing, Leadership, Business Process, Project Portfolio...
Education
Rochester Institute of Technology
BS, Biomedical Photographic Communications
Adam Thermann's Merrill Lynch Experience May 2008 - September 2010
Job Branch Sales Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo Home Mortgage April 2014 - November 2014
JP Morgan Chase September 2010 - April 2014
Merrill Lynch May 2008 - September 2010
Countrywide Mortgage February 2004 - May 2008
St. John's University August 2002 - March 2003
Pima Community College August 2000 - December 2001
Skills
Loans, Mortgage, Credit, FHA, VA, Refinance, Real Estate, Mortgage Lending, Conventional, Investments, Banking, Purchase, Sales Management, Branch Management, Finance, Investment Properties, Loan Origination, Mortgage Banking, Sales, VA Loans
Education
Robert Morris University 1995 — 1999
BS, Management
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo Home Mortgage April 2014 - November 2014
JP Morgan Chase September 2010 - April 2014
Merrill Lynch May 2008 - September 2010
Countrywide Mortgage February 2004 - May 2008
St. John's University August 2002 - March 2003
Pima Community College August 2000 - December 2001
Skills
Loans, Mortgage, Credit, FHA, VA, Refinance, Real Estate, Mortgage Lending, Conventional, Investments, Banking, Purchase, Sales Management, Branch Management, Finance, Investment Properties, Loan Origination, Mortgage Banking, Sales, VA Loans
Education
Robert Morris University 1995 — 1999
BS, Management
Sait Berk Ozdogan's Merrill Lynch Experience June 2008 - August 2008
Job Equity Market Making at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase October 2013 - Present
Deutsche Bank August 2011 - October 2013
Bank of America September 2010 - August 2011
National Instruments July 2009 - September 2010
University of Texas at Austin Electrical & Computer Engineering Department January 2008 - December 2008
Merrill Lynch June 2008 - August 2008
National Instruments August 2007 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
bash, shell, scripting, perl, linux, C, C++, programming, teamcity, splunk, perforce, svn, NI LabVIEW, NI LabVIEW FPGA, FIX, Equities, SQL, High Frequency Trading, Electronic Trading, Algorithmic Trading, Tradeplant, Deployments, Production Management, Software Development, Device Drivers, Troubleshooting, Team Leadership, Automation, Shell, Perl, Programming, Linux, Subversion, Unix Shell Scripting, Trading Systems, Trading System, TeamCity, Matlab, Python
Education
The University of Texas at Austin 2004 — 2009
Electrical / Computer Engineering, Electronics / Software Engineering
Robert College 1999 — 2004
High School, Science & Math
JPMorgan Chase October 2013 - Present
Deutsche Bank August 2011 - October 2013
Bank of America September 2010 - August 2011
National Instruments July 2009 - September 2010
University of Texas at Austin Electrical & Computer Engineering Department January 2008 - December 2008
Merrill Lynch June 2008 - August 2008
National Instruments August 2007 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
bash, shell, scripting, perl, linux, C, C++, programming, teamcity, splunk, perforce, svn, NI LabVIEW, NI LabVIEW FPGA, FIX, Equities, SQL, High Frequency Trading, Electronic Trading, Algorithmic Trading, Tradeplant, Deployments, Production Management, Software Development, Device Drivers, Troubleshooting, Team Leadership, Automation, Shell, Perl, Programming, Linux, Subversion, Unix Shell Scripting, Trading Systems, Trading System, TeamCity, Matlab, Python
Education
The University of Texas at Austin 2004 — 2009
Electrical / Computer Engineering, Electronics / Software Engineering
Robert College 1999 — 2004
High School, Science & Math
Victor Kossowicz's Merrill Lynch Experience February 2012 - October 2013
Job Innvestment Consultant
Industry Financial Services
Experience
Scottrade May 2014 - Present
Santander Investment Services October 2013 - May 2014
Merrill Lynch February 2012 - October 2013
Bloomberg 1997 - 2011
Skills
Bloomberg Terminal, Equity Research, Fixed Income, Financial Markets, Equities, Equity Valuation, Capital Markets, Investments, Series 7, Equity Trading, Trading, Trading Systems, Electronic Trading, Fixed Income Analysis, Portfolio Management, Buy-side, Series 66, Life Insurance, Health Insurance
Education
Rider University
Master of Business Administration (M.B.A.)
Scottrade May 2014 - Present
Santander Investment Services October 2013 - May 2014
Merrill Lynch February 2012 - October 2013
Bloomberg 1997 - 2011
Skills
Bloomberg Terminal, Equity Research, Fixed Income, Financial Markets, Equities, Equity Valuation, Capital Markets, Investments, Series 7, Equity Trading, Trading, Trading Systems, Electronic Trading, Fixed Income Analysis, Portfolio Management, Buy-side, Series 66, Life Insurance, Health Insurance
Education
Rider University
Master of Business Administration (M.B.A.)
Sonya Marlowe's Merrill Lynch Experience February 2000 - May 2008
Job Consumer Services Professional
Industry Consumer Services
Experience
Merrill Lynch February 2000 - May 2008
Skills
Fundraising, Microsoft Office, Process Scheduler, Data Entry, Microsoft Word, Credit, Public Speaking, Customer Service, Customer Satisfaction, Microsoft Excel, Community Outreach, Social Media, Access, Strategic Planning, Call Center, Mutual Funds
Education
Robert Morris College 2010 — 2012
Associate's degree, Business Adminstration and Accounting, 3.0
Corliss High School
Merrill Lynch February 2000 - May 2008
Skills
Fundraising, Microsoft Office, Process Scheduler, Data Entry, Microsoft Word, Credit, Public Speaking, Customer Service, Customer Satisfaction, Microsoft Excel, Community Outreach, Social Media, Access, Strategic Planning, Call Center, Mutual Funds
Education
Robert Morris College 2010 — 2012
Associate's degree, Business Adminstration and Accounting, 3.0
Corliss High School
Tina Leonard's Merrill Lynch Experience December 1995 - August 2001
Job Senior Manager, Transparency & Reporting at Novo Nordisk
Industry Pharmaceuticals
Experience
Novo Nordisk May 2015 - Present
Novo Nordisk A/S April 2012 - May 2015
Novo Nordisk September 2008 - April 2012
Novo Nordisk February 2006 - September 2008
Fairmont Specialty October 2004 - February 2006
AIG January 2002 - October 2004
Merrill Lynch December 1995 - August 2001
Merrill Lynch June 1993 - December 1995
Skills
Management, Insurance, Corporate Governance, Project Management, Pharmaceutical Industry, Risk Management, Business Process..., Process Improvement, Asset Management, Mergers & Acquisitions, Cross-functional Team..., Strategy, Change Management, Vendor Management, Business Analysis, Financial Analysis, Forecasting, Analysis, Medical Compliance, Sarbanes-Oxley Act, Data Analysis, Financial Reporting, Managed Care, Management Consulting
Education
Rider University 1988 — 1992
BS, Management & Organizational Behavior
Novo Nordisk May 2015 - Present
Novo Nordisk A/S April 2012 - May 2015
Novo Nordisk September 2008 - April 2012
Novo Nordisk February 2006 - September 2008
Fairmont Specialty October 2004 - February 2006
AIG January 2002 - October 2004
Merrill Lynch December 1995 - August 2001
Merrill Lynch June 1993 - December 1995
Skills
Management, Insurance, Corporate Governance, Project Management, Pharmaceutical Industry, Risk Management, Business Process..., Process Improvement, Asset Management, Mergers & Acquisitions, Cross-functional Team..., Strategy, Change Management, Vendor Management, Business Analysis, Financial Analysis, Forecasting, Analysis, Medical Compliance, Sarbanes-Oxley Act, Data Analysis, Financial Reporting, Managed Care, Management Consulting
Education
Rider University 1988 — 1992
BS, Management & Organizational Behavior
Priyanka Sinha's Merrill Lynch Experience May 2007 - August 2007
Job Engineering Manager, PowerPoint for Mac and iOS
Industry Computer Software
Experience
Microsoft February 2015 - Present
Microsoft 2012 - Present
Microsoft August 2011 - 2012
Microsoft November 2008 - August 2011
Merrill Lynch May 2007 - August 2007
Skills
Test Automation, Software Engineering, Agile Methodologies, Software Quality..., Software Design, Software Development, Objective-C, Agile Project Management, Testing, Web Services, Object Oriented Design, Distributed Systems, Software Project..., iOS, C#
Education
Rochester Institute of Technology 2006 — 2008
Master of Science (MS), Computer Science
University of Mumbai 2002 — 2006
Bachelor of Engineering (B.E.)
Microsoft February 2015 - Present
Microsoft 2012 - Present
Microsoft August 2011 - 2012
Microsoft November 2008 - August 2011
Merrill Lynch May 2007 - August 2007
Skills
Test Automation, Software Engineering, Agile Methodologies, Software Quality..., Software Design, Software Development, Objective-C, Agile Project Management, Testing, Web Services, Object Oriented Design, Distributed Systems, Software Project..., iOS, C#
Education
Rochester Institute of Technology 2006 — 2008
Master of Science (MS), Computer Science
University of Mumbai 2002 — 2006
Bachelor of Engineering (B.E.)
Ellen Ruzin's Merrill Lynch Experience May 1996 - August 2008
Job Sr. Business Analyst
Industry Computer Software
Experience
Verizon Wireless July 2012 - January 2015
Bank of America Merrill Lynch September 2011 - June 2012
Bank of America Merrill Lynch July 2010 - July 2011
Bank of America Merrill Lynch June 2009 - February 2010
Merrill Lynch May 1996 - August 2008
Smith Barney April 1993 - December 1995
Prudential Assurance October 1992 - March 1993
Skills
Requirements Analysis, COBOL, Requirements Gathering, Software Development, Agile Methodologies, SDLC, XML, DB2, SQL, Business Analysis, Data Warehousing
Education
Rigas Tehniska Universitate
BS, computer science
Verizon Wireless July 2012 - January 2015
Bank of America Merrill Lynch September 2011 - June 2012
Bank of America Merrill Lynch July 2010 - July 2011
Bank of America Merrill Lynch June 2009 - February 2010
Merrill Lynch May 1996 - August 2008
Smith Barney April 1993 - December 1995
Prudential Assurance October 1992 - March 1993
Skills
Requirements Analysis, COBOL, Requirements Gathering, Software Development, Agile Methodologies, SDLC, XML, DB2, SQL, Business Analysis, Data Warehousing
Education
Rigas Tehniska Universitate
BS, computer science
Tracy Simonelli's Merrill Lynch Experience 2006 - 2009
Job SVP, HR Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America April 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 1992 - 2009
Merrill Lynch April 2004 - September 2006
Skills
Talent Management, Performance Management, Deferred Compensation, Onboarding, Human Resources, Employee Relations, HRIS, Employee Engagement, Employee Benefits, Organizational Design, Organizational..., Benefits Administration, Recruiting, HR Consulting
Education
Rider University
BS, Business Administration, HR Major
Bank of America April 2009 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch 1992 - 2009
Merrill Lynch April 2004 - September 2006
Skills
Talent Management, Performance Management, Deferred Compensation, Onboarding, Human Resources, Employee Relations, HRIS, Employee Engagement, Employee Benefits, Organizational Design, Organizational..., Benefits Administration, Recruiting, HR Consulting
Education
Rider University
BS, Business Administration, HR Major
William Yannotta's Merrill Lynch Experience January 2005 - February 2009
Job Managing Director Head of Global Wealth and Investment Management Mortgages at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch May 2013 - June 2014
Bank of America Merrill Lynch December 2010 - May 2013
Bank of America Merrill Lynch February 2010 - December 2010
Bank of America Merrill Lynch February 2009 - February 2010
Merrill Lynch January 2005 - February 2009
Merrill Lynch March 2002 - January 2005
Merrill Lynch September 2000 - March 2002
Merrill Lynch July 1999 - September 2000
Merrill Lynch May 1995 - July 1999
Skills
Banking, Process Improvement, Finance, Loans, Budgets, Strategy, Wealth Management, Internal Controls, Accounting, Management, Business Strategy, Financial Analysis, Securities, Strategic Financial..., Risk Management
Education
Rider University 1987 — 1991
BS, Accounting
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch May 2013 - June 2014
Bank of America Merrill Lynch December 2010 - May 2013
Bank of America Merrill Lynch February 2010 - December 2010
Bank of America Merrill Lynch February 2009 - February 2010
Merrill Lynch January 2005 - February 2009
Merrill Lynch March 2002 - January 2005
Merrill Lynch September 2000 - March 2002
Merrill Lynch July 1999 - September 2000
Merrill Lynch May 1995 - July 1999
Skills
Banking, Process Improvement, Finance, Loans, Budgets, Strategy, Wealth Management, Internal Controls, Accounting, Management, Business Strategy, Financial Analysis, Securities, Strategic Financial..., Risk Management
Education
Rider University 1987 — 1991
BS, Accounting
Susan Vigneault's Merrill Lynch Experience October 1984 - July 1993
Job VP Business Development
Industry Financial Services
Experience
Savit Collection Agency February 2008 - Present
Verizon July 1993 - February 2008
Merrill Lynch October 1984 - July 1993
Skills
Cold Calling, Sales Process, Salesforce.com, Direct Sales, Call Center, B2B, Lead Generation, Customer Acquisition, Sales, Marketing, Team Building, Selling, Customer Service, Call Centers, Sales Operations, Sales Presentations, Customer Retention, Operations Management, Management, Strategic Planning
Education
Rutgers University-New Brunswick 2014 — 2014
Mini MBA, Digital Marketing
Rider University 1980 — 1984
BS, Business/Commerce, General
Rutgers University-New Brunswick
Rutgers University-New Brunswick
Savit Collection Agency February 2008 - Present
Verizon July 1993 - February 2008
Merrill Lynch October 1984 - July 1993
Skills
Cold Calling, Sales Process, Salesforce.com, Direct Sales, Call Center, B2B, Lead Generation, Customer Acquisition, Sales, Marketing, Team Building, Selling, Customer Service, Call Centers, Sales Operations, Sales Presentations, Customer Retention, Operations Management, Management, Strategic Planning
Education
Rutgers University-New Brunswick 2014 — 2014
Mini MBA, Digital Marketing
Rider University 1980 — 1984
BS, Business/Commerce, General
Rutgers University-New Brunswick
Rutgers University-New Brunswick
Nicole (US - Chicago Friday-Ross's Merrill Lynch Experience April 2002 - November 2006
Job Administrative Assistant at Deloitte
Industry Marketing and Advertising
Experience
Deloitte November 2006 - Present
Merrill Lynch April 2002 - November 2006
Heller Financial January 2000 - November 2001
Utilities International, Inc. September 1997 - January 2000
Skills
Six Sigma, Microsoft office/PP,..., Virtual...
Education
Robert Morris College 1990 — 1991
Bremen High School 1983 — 1987
Deloitte November 2006 - Present
Merrill Lynch April 2002 - November 2006
Heller Financial January 2000 - November 2001
Utilities International, Inc. September 1997 - January 2000
Skills
Six Sigma, Microsoft office/PP,..., Virtual...
Education
Robert Morris College 1990 — 1991
Bremen High School 1983 — 1987
Richard More's Merrill Lynch Experience May 2006 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2006 - Present
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Trading Systems, Derivatives, Risk Management, Market Data, Fixed Income, Capital Markets, Options, Electronic Trading, Investment Banking, Unix, Equities, Agile Methodologies, Equity Valuation, Equity Derivatives
Education
Rochester Institute of Technology 1986 — 1991
B.S, Computer Science
Merrill Lynch May 2006 - Present
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Trading Systems, Derivatives, Risk Management, Market Data, Fixed Income, Capital Markets, Options, Electronic Trading, Investment Banking, Unix, Equities, Agile Methodologies, Equity Valuation, Equity Derivatives
Education
Rochester Institute of Technology 1986 — 1991
B.S, Computer Science
Alex Sebastian's Merrill Lynch Experience May 2007 - November 2013
Job Executive Financial Advisor at Fort McIntosh Wealth Advisors 278 East End Avenue Beaver PA 15009
Industry Financial Services
Experience
Securities offered through Raymond James Financial November 2013 - Present
Merrill Lynch May 2007 - November 2013
Smith Barney September 2005 - May 2007
Education
Robert Morris University 1996 — 2001
Bachelor of Business Administration BS. BA., Business/Finance
The Kiski School
Securities offered through Raymond James Financial November 2013 - Present
Merrill Lynch May 2007 - November 2013
Smith Barney September 2005 - May 2007
Education
Robert Morris University 1996 — 2001
Bachelor of Business Administration BS. BA., Business/Finance
The Kiski School
Nancy Bradel's Merrill Lynch Experience 2006 - 2009
Job Benefit Payments Anaylst at Northern Trust Bank
Industry Financial Services
Experience
Northern Trust Bank May 2009 - Present
Merrill Lynch 2006 - 2009
Education
Robert Morris University - Illinois 1986 — 1987
Hopitality
Lourdes High School 1982 — 1986
Northern Trust Bank May 2009 - Present
Merrill Lynch 2006 - 2009
Education
Robert Morris University - Illinois 1986 — 1987
Hopitality
Lourdes High School 1982 — 1986
Nadia Kaplun's Merrill Lynch Experience September 1998 - February 1999
Job Consultant at Morgan Stanley
Industry Insurance
Experience
Morgan Stanley August 2009 - Present
AXA Equitable February 1999 - May 2009
Merrill Lynch September 1998 - February 1999
Andersen Consulting November 1996 - September 1998
The Depository Trust Company October 1994 - November 1996
Trecom Business Systems December 1993 - October 1994
Education
Rigas Tehniska Universitate
M.S. in Computer Science/Applied Mathematics
Morgan Stanley August 2009 - Present
AXA Equitable February 1999 - May 2009
Merrill Lynch September 1998 - February 1999
Andersen Consulting November 1996 - September 1998
The Depository Trust Company October 1994 - November 1996
Trecom Business Systems December 1993 - October 1994
Education
Rigas Tehniska Universitate
M.S. in Computer Science/Applied Mathematics
Peter J. Loring, CRPC®'s Merrill Lynch Experience November 2001 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2001 - Present
Prudential Financial November 1998 - November 2001
HSBC September 1990 - October 1998
Sioux City Musketeers November 1985 - February 1986
Education
Rochester Institute of Technology 1986 — 1990
Bachelor's Degree, Criminal Justice
The Peddie School 1983 — 1985
High School
Merrill Lynch November 2001 - Present
Prudential Financial November 1998 - November 2001
HSBC September 1990 - October 1998
Sioux City Musketeers November 1985 - February 1986
Education
Rochester Institute of Technology 1986 — 1990
Bachelor's Degree, Criminal Justice
The Peddie School 1983 — 1985
High School
Patricia Dolan's Merrill Lynch Experience June 1993 - November 1998
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
Morgan Stanley November 1998 - August 2013
Merrill Lynch June 1993 - November 1998
IBEX Pension Actuaries January 1989 - June 1993
Skills
Mutual Funds, Investments, Series 24, FINRA, Wealth Management, Retirement, Series 7, 401k, Qualified Retirement..., Risk Compliance, Risk Management, RCSA, ERISA, Marketing Communications, Retirement Plan..., IRAs
Education
Rivier College 1978 — 1982
BS, Sociology/Social Work
JPMorgan Chase August 2013 - Present
Morgan Stanley November 1998 - August 2013
Merrill Lynch June 1993 - November 1998
IBEX Pension Actuaries January 1989 - June 1993
Skills
Mutual Funds, Investments, Series 24, FINRA, Wealth Management, Retirement, Series 7, 401k, Qualified Retirement..., Risk Compliance, Risk Management, RCSA, ERISA, Marketing Communications, Retirement Plan..., IRAs
Education
Rivier College 1978 — 1982
BS, Sociology/Social Work
William Crawford's Merrill Lynch Experience April 2002 - November 2002
Job sales and trading at MKM Partners
Industry Financial Services
Experience
MKM Partners June 2006 - Present
Collins Stewart October 2004 - June 2006
Merrill Lynch April 2002 - November 2002
Skills
Investments, Portfolio Management, Hedge Funds, Trading, Asset Management, Business Development, Sales, Equities, Series 7, Bloomberg, Series 63, Fixed Income, Equity Trading, Capital Markets, Equity Research, Securities, Electronic Trading, Alternative Investments, Derivatives, Options
Education
Roanoke College 1993 — 1997
Bachelor's degree
MKM Partners June 2006 - Present
Collins Stewart October 2004 - June 2006
Merrill Lynch April 2002 - November 2002
Skills
Investments, Portfolio Management, Hedge Funds, Trading, Asset Management, Business Development, Sales, Equities, Series 7, Bloomberg, Series 63, Fixed Income, Equity Trading, Capital Markets, Equity Research, Securities, Electronic Trading, Alternative Investments, Derivatives, Options
Education
Roanoke College 1993 — 1997
Bachelor's degree
Victoria Pawelczyk's Merrill Lynch Experience July 2007 - September 2009
Job Assistant Vice President at Bank of America
Industry Financial Services
Experience
Bank of America September 2009 - Present
Merrill Lynch July 2007 - September 2009
State Street February 2007 - June 2007
State Street March 2005 - February 2007
State Street September 2003 - March 2005
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Banking, Internal Controls, Fund Accounting, Risk Management, Loans, Bloomberg, Process Improvement, Bloomberg Terminal, Business Analysis, Financial Services
Education
Rider University 2004 — 2006
Master of Business Administration, Finance
Rider University
Bachelor of Science in Business Administration, Management and Organizational Behavior
Bank of America September 2009 - Present
Merrill Lynch July 2007 - September 2009
State Street February 2007 - June 2007
State Street March 2005 - February 2007
State Street September 2003 - March 2005
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Banking, Internal Controls, Fund Accounting, Risk Management, Loans, Bloomberg, Process Improvement, Bloomberg Terminal, Business Analysis, Financial Services
Education
Rider University 2004 — 2006
Master of Business Administration, Finance
Rider University
Bachelor of Science in Business Administration, Management and Organizational Behavior
Vickie Wooding, MBA's Merrill Lynch Experience 2001 - 2005
Job Loan Documentation Manager at National Finance Associates, LLC
Industry Financial Services
Experience
National Finance Associates,LLC 2006 - 2014
JPMorgan Chase 2005 - 2006
Merrill Lynch 2001 - 2005
Linc Capital, Inc. 1998 - 2000
Sanwa Business Credit Corporation nka Bank of America 1995 - 1998
Heller Financial, Inc. nka GE Capital, Inc. 1985 - 1995
Skills
Loans, Credit, Portfolio Management, Finance, Real Estate, Customer Service, Underwriting, Financial Analysis, Banking, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Insurance, Asset Management, Due Diligence, Software Documentation, Financial Risk, Corporate Finance, Commercial Banking, Leadership, Management, Revolving Lines of..., Loan Restructuring, Contract Negotiation, Franchise Agreements, Loan Origination, Client Relations
Education
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration
University of Phoenix
Bachelor's Degree, Business Administration and Management, General
Robert Morris University - Illinois
Business Administration Certificate
National Finance Associates,LLC 2006 - 2014
JPMorgan Chase 2005 - 2006
Merrill Lynch 2001 - 2005
Linc Capital, Inc. 1998 - 2000
Sanwa Business Credit Corporation nka Bank of America 1995 - 1998
Heller Financial, Inc. nka GE Capital, Inc. 1985 - 1995
Skills
Loans, Credit, Portfolio Management, Finance, Real Estate, Customer Service, Underwriting, Financial Analysis, Banking, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Insurance, Asset Management, Due Diligence, Software Documentation, Financial Risk, Corporate Finance, Commercial Banking, Leadership, Management, Revolving Lines of..., Loan Restructuring, Contract Negotiation, Franchise Agreements, Loan Origination, Client Relations
Education
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration
University of Phoenix
Bachelor's Degree, Business Administration and Management, General
Robert Morris University - Illinois
Business Administration Certificate
Srinivas Digumarty's Merrill Lynch Experience August 2006 - August 2008
Job Senior Lead Software Architect at Wolters Kluwer Health (ovid)
Industry Research
Experience
Wolters Kluwer March 2009 - Present
Enternet Business Systems, Inc. March 2004 - February 2009
Merrill Lynch August 2006 - August 2008
Bristol-Myers Squibb, Princeton, New Jersey August 2002 - July 2006
Eperf Inc. January 2002 - July 2002
Goldman Sachs November 2000 - December 2001
Skills
Agile Methodologies, Oracle, SDLC, SQL, Perl, XML, PHP, Software Development, AIX, Java, Web Services, Agile Project Management, PL/SQL, Database Design, Databases, JavaScript, Java Enterprise Edition, Microsoft SQL Server, Requirements Analysis, Unix, Web Applications, SOA, XSLT, Subversion, Scrum, IIS, Shell Scripting, Linux, Software Project..., MySQL, Unix Shell Scripting, AJAX
Education
Rochester Institute of Technology 2000 — 2005
Masters in Science, Computer Science
University of Botswana 1995 — 1999
Bachelors in Science, Computer Science
Wolters Kluwer March 2009 - Present
Enternet Business Systems, Inc. March 2004 - February 2009
Merrill Lynch August 2006 - August 2008
Bristol-Myers Squibb, Princeton, New Jersey August 2002 - July 2006
Eperf Inc. January 2002 - July 2002
Goldman Sachs November 2000 - December 2001
Skills
Agile Methodologies, Oracle, SDLC, SQL, Perl, XML, PHP, Software Development, AIX, Java, Web Services, Agile Project Management, PL/SQL, Database Design, Databases, JavaScript, Java Enterprise Edition, Microsoft SQL Server, Requirements Analysis, Unix, Web Applications, SOA, XSLT, Subversion, Scrum, IIS, Shell Scripting, Linux, Software Project..., MySQL, Unix Shell Scripting, AJAX
Education
Rochester Institute of Technology 2000 — 2005
Masters in Science, Computer Science
University of Botswana 1995 — 1999
Bachelors in Science, Computer Science
Catherine McVeigh's Merrill Lynch Experience April 2014 - July 2014
Job Interior Designer at W.B. Mason Company Inc.
Industry Design
Experience
W.B. Mason Company Inc. July 2014 - Present
Merrill Lynch April 2014 - July 2014
Merrill Lynch February 2011 - April 2014
Skills
InDesign, Adobe Creative Suite, Photoshop, Illustrator, SketchUp, AutoCAD, Microsoft Office, Graphic Design, Adobe Acrobat, PowerPoint, Microsoft Excel, Microsoft Word, Photography, Dreamweaver, Customer Service, Space Planning, Interior Design, Furniture, Management
Education
Rochester Institute of Technology 2006 — 2010
Degree: Bachelor of Fine Arts, Interior Design
W.B. Mason Company Inc. July 2014 - Present
Merrill Lynch April 2014 - July 2014
Merrill Lynch February 2011 - April 2014
Skills
InDesign, Adobe Creative Suite, Photoshop, Illustrator, SketchUp, AutoCAD, Microsoft Office, Graphic Design, Adobe Acrobat, PowerPoint, Microsoft Excel, Microsoft Word, Photography, Dreamweaver, Customer Service, Space Planning, Interior Design, Furniture, Management
Education
Rochester Institute of Technology 2006 — 2010
Degree: Bachelor of Fine Arts, Interior Design
Laurie Meshanko's Merrill Lynch Experience January 2000 - July 2000
Job
Industry
Experience
Merrill Lynch January 2000 - July 2000
PPG Industries 1993 - 2000
Metropolitan Life Insurance Company February 1985 - 1993
Trailways, Inc. January 1983 - February 1985
Skills
Customer Service, Microsoft Word, Human Resources, Budgets, Microsoft Office, Microsoft Excel, PowerPoint, Negotiation
Education
Robert Morris University 1989 — 2000
Bachelor of Science, Human Resource Management
Merrill Lynch January 2000 - July 2000
PPG Industries 1993 - 2000
Metropolitan Life Insurance Company February 1985 - 1993
Trailways, Inc. January 1983 - February 1985
Skills
Customer Service, Microsoft Word, Human Resources, Budgets, Microsoft Office, Microsoft Excel, PowerPoint, Negotiation
Education
Robert Morris University 1989 — 2000
Bachelor of Science, Human Resource Management
Paula Diamond's Merrill Lynch Experience 1980 - 1990
Job Executive Assistant at Siemens
Industry Industrial Automation
Experience
Siemens Building Technologies, Inc October 2013 - Present
3M May 2006 - Present
A. O. Smith / Tower Automotive January 2000 - April 2005
Merrill Lynch 1980 - 1990
Education
Robert Morris College
Business Administration and Management, General
Siemens Building Technologies, Inc October 2013 - Present
3M May 2006 - Present
A. O. Smith / Tower Automotive January 2000 - April 2005
Merrill Lynch 1980 - 1990
Education
Robert Morris College
Business Administration and Management, General
Sue Sheerin's Merrill Lynch Experience June 1987 - April 1998
Job Teaching Technology Montgomery Township School District
Industry Education Management
Experience
Montgomery Upper Middle School June 2015 - Present
Montgomery Lower Middle School September 2014 - Present
WW-P School District - Dutch Neck School February 2014 - May 2014
Robbinsville School District September 2012 - June 2013
Maurice Hawk School 2001 - 2013
Sheerin Solutions July 2010 - December 2012
Merrill Lynch June 1987 - April 1998
Skills
Elementary Education, Small Business, Business Planning, Business Strategy, Education, Lesson Planning, Coaching, Curriculum Design, Microsoft Office, Nonprofits, Sales, Research, Teaching, Leadership
Education
Rider University
Master of Arts (M.A.), Elementary Education and Teaching
Montgomery Upper Middle School June 2015 - Present
Montgomery Lower Middle School September 2014 - Present
WW-P School District - Dutch Neck School February 2014 - May 2014
Robbinsville School District September 2012 - June 2013
Maurice Hawk School 2001 - 2013
Sheerin Solutions July 2010 - December 2012
Merrill Lynch June 1987 - April 1998
Skills
Elementary Education, Small Business, Business Planning, Business Strategy, Education, Lesson Planning, Coaching, Curriculum Design, Microsoft Office, Nonprofits, Sales, Research, Teaching, Leadership
Education
Rider University
Master of Arts (M.A.), Elementary Education and Teaching
Christina Bernstein's Merrill Lynch Experience March 1985 - May 2001
Job Administrative Coordinator at McDonald's Corporation Strategy & Shares Services
Industry Restaurants
Experience
McDonald's Corporation April 2010 - Present
Wells Fargo May 2001 - April 2010
Merrill Lynch March 1985 - May 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Inventory Management, Time Management, Team Building, Management, Team Leadership, Leadership, Operations Management
Education
Robert Morris University 1980 — 1981
Office Administration Certificate
Robert Morris University - Illinois 1980 — 1981
Business Administration and Management, General
McDonald's Corporation April 2010 - Present
Wells Fargo May 2001 - April 2010
Merrill Lynch March 1985 - May 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Inventory Management, Time Management, Team Building, Management, Team Leadership, Leadership, Operations Management
Education
Robert Morris University 1980 — 1981
Office Administration Certificate
Robert Morris University - Illinois 1980 — 1981
Business Administration and Management, General
Darren Plush's Merrill Lynch Experience July 2004 - July 2008
Job Director of Operations at Print Structures
Industry Printing
Experience
Print Structures June 2011 - Present
Quality Imaging Services, Inc. July 2008 - September 2011
Merrill Lynch July 2004 - July 2008
John P. Piccone Inc. January 2001 - August 2001
Skills
Vendor Management, Process Improvement, Digital Printing, Project Management, Business Analysis, Account Management, SDLC, Product Management, Strategic Planning, Pre-press, Program Management, Visio, IT Strategy, B2B, Management, Wide Format Printing, Operations Management, Leadership, Business Process..., Business Development, Project Planning, Print Management
Education
Rochester Institute of Technology 2000 — 2004
BS, Management Information Systems
Print Structures June 2011 - Present
Quality Imaging Services, Inc. July 2008 - September 2011
Merrill Lynch July 2004 - July 2008
John P. Piccone Inc. January 2001 - August 2001
Skills
Vendor Management, Process Improvement, Digital Printing, Project Management, Business Analysis, Account Management, SDLC, Product Management, Strategic Planning, Pre-press, Program Management, Visio, IT Strategy, B2B, Management, Wide Format Printing, Operations Management, Leadership, Business Process..., Business Development, Project Planning, Print Management
Education
Rochester Institute of Technology 2000 — 2004
BS, Management Information Systems
Kevin Coutant's Merrill Lynch Experience June 1999 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1999 - Present
Skills
Retirement Planning, Wealth Management, Series 7, Investment Advisory, Asset Allocation, Investments, Wealth Management..., Alternative Investments, Series 65, Mutual Funds, Series 63, Asset Management, Portfolio Management, Hedge Funds, Retirement, Strategic Financial..., ETFs, Financial Advisory, Financial Planning, Uniform Combined State...
Education
Roanoke College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Wilton High School 1991 — 1995
Merrill Lynch June 1999 - Present
Skills
Retirement Planning, Wealth Management, Series 7, Investment Advisory, Asset Allocation, Investments, Wealth Management..., Alternative Investments, Series 65, Mutual Funds, Series 63, Asset Management, Portfolio Management, Hedge Funds, Retirement, Strategic Financial..., ETFs, Financial Advisory, Financial Planning, Uniform Combined State...
Education
Roanoke College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Wilton High School 1991 — 1995
William Foley's Merrill Lynch Experience October 1995 - September 1996
Job Director of Treasury New Jersey Resources
Industry Utilities
Experience
New Jersey Resources August 2013 - Present
New Jersey Resources September 2007 - August 2013
Societe Generale US August 2005 - August 2007
ABN AMRO Bank N.V. August 2004 - August 2005
Deutsche Bank September 2000 - August 2004
New York Mercantile Exchange 1999 - 2000
Merrill Lynch October 1995 - September 1996
CSX September 1985 - September 1995
Skills
Financial Modeling, Derivatives, Hedging, Financial Analysis, Risk Management, Trading, Commodity, Capital Markets, Strategic Planning, Accounting, Cash Management, FX Options, Treasury, Energy, Due Diligence, Treasury Management, Commercial Insurance, Pension Administration, Analysis, Project Finance, Management, Financial Reporting
Education
Seton Hall University 1980 — 1982
MBA, Finance
Rider University 1974 — 1978
BS, Accounting
New Jersey Resources August 2013 - Present
New Jersey Resources September 2007 - August 2013
Societe Generale US August 2005 - August 2007
ABN AMRO Bank N.V. August 2004 - August 2005
Deutsche Bank September 2000 - August 2004
New York Mercantile Exchange 1999 - 2000
Merrill Lynch October 1995 - September 1996
CSX September 1985 - September 1995
Skills
Financial Modeling, Derivatives, Hedging, Financial Analysis, Risk Management, Trading, Commodity, Capital Markets, Strategic Planning, Accounting, Cash Management, FX Options, Treasury, Energy, Due Diligence, Treasury Management, Commercial Insurance, Pension Administration, Analysis, Project Finance, Management, Financial Reporting
Education
Seton Hall University 1980 — 1982
MBA, Finance
Rider University 1974 — 1978
BS, Accounting
Tiffany Garrett's Merrill Lynch Experience May 1997 - January 2001
Job Alternative Investment Fund Services Hedge Fund Supervisor at SEI
Industry Financial Services
Experience
SEI October 2011 - Present
State Street Bank January 2001 - July 2011
Merrill Lynch May 1997 - January 2001
Education
Rider University
Bachelor's degree, Accounting
SEI October 2011 - Present
State Street Bank January 2001 - July 2011
Merrill Lynch May 1997 - January 2001
Education
Rider University
Bachelor's degree, Accounting
Aveola Lane's Merrill Lynch Experience June 1984 - October 1990
Job Account Operations Manager at Xerox Corporation
Industry Information Technology and Services
Experience
Xerox 1997 - Present
Xerox Canada October 1990 - Present
Merrill Lynch June 1984 - October 1990
Morgan Stanley Investment Management September 1980 - June 1984
Skills
Management, Solution Selling, Account Management, Outsourcing, Managed Services, Managed Print Services, Service Delivery, Sales Process, CRM, Direct Sales, Cross-functional Team..., Vendor Management, Enterprise Software, Pre-sales
Education
Rochester Institute of Technology 2006 — 2009
Information Technology
Xerox 1997 - Present
Xerox Canada October 1990 - Present
Merrill Lynch June 1984 - October 1990
Morgan Stanley Investment Management September 1980 - June 1984
Skills
Management, Solution Selling, Account Management, Outsourcing, Managed Services, Managed Print Services, Service Delivery, Sales Process, CRM, Direct Sales, Cross-functional Team..., Vendor Management, Enterprise Software, Pre-sales
Education
Rochester Institute of Technology 2006 — 2009
Information Technology
Patti Schultz's Merrill Lynch Experience July 1987 - Present
Job
Industry
Experience
Merrill Lynch July 1987 - Present
Education
Robert Morris University
Merrill Lynch July 1987 - Present
Education
Robert Morris University
Michele Durant's Merrill Lynch Experience January 2000 - January 2002
Job Business Development Manager for VW/Audi
Industry Financial Services
Experience
Volkswagen Credit/Audi Financial Services January 2012 - Present
Wells Fargo Dealer Services May 2008 - January 2012
HSBC September 2006 - May 2008
Condor Capital January 2002 - September 2006
Merrill Lynch January 2000 - January 2002
Harte Auto Group January 1997 - May 2000
Executive Auto Group January 1996 - January 1997
Harte Infiniti January 1995 - January 1996
Skills
New Business Development, Retail, Credit, Banking, Consultative Selling, Selling, Customer Relations, Account Management, Customer Satisfaction, Negotiation, Sales Support
Education
Rochester Institute of Technology
Master of Fine Arts
Tyler School of Art; Temple University
Bachelor of Fine Arts
Volkswagen Credit/Audi Financial Services January 2012 - Present
Wells Fargo Dealer Services May 2008 - January 2012
HSBC September 2006 - May 2008
Condor Capital January 2002 - September 2006
Merrill Lynch January 2000 - January 2002
Harte Auto Group January 1997 - May 2000
Executive Auto Group January 1996 - January 1997
Harte Infiniti January 1995 - January 1996
Skills
New Business Development, Retail, Credit, Banking, Consultative Selling, Selling, Customer Relations, Account Management, Customer Satisfaction, Negotiation, Sales Support
Education
Rochester Institute of Technology
Master of Fine Arts
Tyler School of Art; Temple University
Bachelor of Fine Arts
Shaun Doherty's Merrill Lynch Experience June 2005 - June 2007
Job USPC Analyst at BlackRock
Industry Financial Services
Experience
BlackRock June 2010 - Present
BlackRock June 2007 - June 2010
Merrill Lynch June 2005 - June 2007
Merrill Lynch June 2004 - June 2005
Skills
Bloomberg, Asset Allocation, Series 7, Mutual Funds, Portfolio Management, Equities, Morningstar, Investments, Series 66, Six Sigma, Fixed Income, Separately Managed..., ETFs, Alternative Investments, Investment Strategies, Wealth Management, Green Package, Thomson One, Charles River, Securities, Financial Markets
Education
Rider University 2010 — 2014
MBA, Finance, 3.75 GPA
Rider University 1998 — 2002
Bachelor's Degree, Finance & Human Resources, 3.4 GPA
BlackRock June 2010 - Present
BlackRock June 2007 - June 2010
Merrill Lynch June 2005 - June 2007
Merrill Lynch June 2004 - June 2005
Skills
Bloomberg, Asset Allocation, Series 7, Mutual Funds, Portfolio Management, Equities, Morningstar, Investments, Series 66, Six Sigma, Fixed Income, Separately Managed..., ETFs, Alternative Investments, Investment Strategies, Wealth Management, Green Package, Thomson One, Charles River, Securities, Financial Markets
Education
Rider University 2010 — 2014
MBA, Finance, 3.75 GPA
Rider University 1998 — 2002
Bachelor's Degree, Finance & Human Resources, 3.4 GPA
Valiere Simpson's Merrill Lynch Experience January 1994 - April 2010
Job Director Retail Brokerage Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2010 - Present
Merrill Lynch January 1994 - April 2010
Skills
Wealth Management, Financial Services, Risk Management, Securities, Equities, Management, Portfolio Management, Series 7, Series 63, Series 24, Series 4, Series 3, Corporate Actions, Trade Settlement...
Education
Rider University
TD Ameritrade April 2010 - Present
Merrill Lynch January 1994 - April 2010
Skills
Wealth Management, Financial Services, Risk Management, Securities, Equities, Management, Portfolio Management, Series 7, Series 63, Series 24, Series 4, Series 3, Corporate Actions, Trade Settlement...
Education
Rider University
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank