Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Ryan Sawchuk Ryan Sawchuk San Francisco Bay Area Details
Ryan Sawchuk's Merrill Lynch Experience 2009 - 2010
Job Business and Finance Professional Looking for New Opportunities
Industry Financial Services
Experience
Sun & Skin Care Research, LLC   June 2015 - October 2015
Lyra : Sold   August 2012 - June 2015
Asclepios Bioresearch   January 2011 - January 2014
Eureka Capital Markets, LLC  2011 - 2011
Merrill Lynch   2009 - 2010

Skills
Investments, Economics, Data Analysis, Venture Capital, Corporate Tax, Research, Negotiation, Microsoft Excel, Financial Structuring, Entrepreneurship

Education
The Johns Hopkins University - Carey Business School
Master of Science, Finance

Rollins College
Bachelor of Arts, Economics

Emily Hendrix Emily Hendrix Greater Chicago Area Details
Emily Hendrix's Merrill Lynch Experience May 2012 - August 2012
Job Risk Management Policy Analyst at CME Group
Industry Financial Services
Experience
CME Group  June 2014 - Present
PCE ● Investment Banking ● Valuations ● Advisory   January 2014 - May 2014
CME Group  May 2013 - August 2013
Real Estate for Kids   February 2013 - May 2013
Merrill Lynch   May 2012 - August 2012
Kominiarek Bresler Harvick & Gudmundson, LLC   June 2009 - August 2011

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Salesforce.com, Outlook, Access

Education
Rollins College   2011 — 2014
Bachelor of Arts (BA), Economics

Oak Park and River Forest High School   2007 — 2011

Frank Mannera Frank Mannera Williamstown, New Jersey Details
Frank Mannera's Merrill Lynch Experience April 2012 - January 2013
Job Assurance Intern at PwC
Industry Accounting
Experience
AUDI AG  July 2013 - Present
PwC  January 2014 - March 2014
Rowan University  February 2013 - April 2013
Ruotolo, Spewak & Co.   February 2013 - April 2013
Merrill Lynch   April 2012 - January 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Customer Service, QuickBooks, Access, Teamwork, Accounting, Time Management, Public Speaking, Research, Outlook, Finance, Income Tax, Tax Returns, Tax Wise, Pro Series, Cost Accounting, Individual Taxation, Accounting Information..., Leadership, Tax

Education
Rowan University   2012 — 2014
Bachelor of Science (B.S.), Accounting and Finance, 3.8

Gloucester County College   2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General, 3.972

Christopher Beirne Christopher Beirne Greater New York City Area Details
Christopher Beirne's Merrill Lynch Experience December 2010 - August 2012
Job Marketing Manager at BNY Mellon
Industry Marketing and Advertising
Experience
BNY Mellon  June 2015 - Present
Ansell  September 2013 - January 2015
Ansell  May 2013 - August 2013
Merrill Lynch   December 2010 - August 2012
Bettinger & Leech, Inc.   April 2010 - November 2010
KL Communication   May 2009 - April 2010
Stifel Financial Corp.  January 2008 - May 2008

Skills
Market Research, Marketing Strategy, Project Management, Social Media Marketing, Analytics, Marketing, Integrated Marketing, Brand Management, Consumer Behaviour, Product Development, Qualitative Research, Brand Development, Digital Marketing, Customer Insight, Creative Solutions, Consumer Insight, Content Strategy, SEO, Data Analysis, Competitive Analysis, Account Management, Brand Development..., Content Management, Custom Websites, Customer Service, Databases, Creative Writer, Branding & Identity, Strategy, Digital Strategy, Strategic Planning, Data Mining, Content Development, Online Research, Blogging, Photoshop, Social Media, Business Strategy, New Business Development, Salesforce.com, Business Development, Sales Management, Advertising, Demand Generation, Marketing Communications, Microsoft Excel, Management, Marketing Research, Leadership, Lead Generation

Education
Rutgers, The State University of New Jersey-Newark   2012 — 2014
Master of Business Administration (MBA), Marketing

Rowan University   2004 — 2008
Marketing BS, Marketing

Martyn Gallus Martyn Gallus Louisville, Kentucky Details
Martyn Gallus's Merrill Lynch Experience March 1994 - February 1996
Job President & CEO at Predictive Business Intelligence
Industry Oil & Energy
Experience
Predictive Business Intelligence   August 2013 - Present
Forward Fuel Solutions LLC   October 2011 - July 2013
E.ON Energy Trading SE   January 2008 - September 2010
LG&E Energy Corp.   January 1999 - December 2007
LG&E Energy Marketing Inc.   March 1996 - December 1998
Merrill Lynch   March 1994 - February 1996
Citibank  March 1993 - February 1994
ARCO Oil & Gas Company  May 1991 - February 1993
The WEFA Group  1986 - 1989

Skills
Energy, Risk Management, Pricing, Trading, Portfolio Management, Executive Management, Energy Trading, Commodity Markets, Natural Gas, Economics, Energy Markets, Financial Modeling, Strategy, Market Analysis, Management, Commodity, Analysis

Education
University of Michigan - Stephen M. Ross School of Business   1989 — 1991
MBA

Rowan University   1982 — 1986
BA, Economics

Michael Herron Michael Herron Greater Los Angeles Area Details
Michael Herron's Merrill Lynch Experience February 2012 - September 2014
Job President at Amercanex Corporation
Industry Executive Office
Experience
Amercanex Corporation   September 2014 - Present
Merrill Lynch   February 2012 - September 2014
Herron Capital Management (HCM)   February 2007 - February 2012
MF Global  February 2007 - September 2010
American National Trading Corporation   June 2003 - February 2007
Viper Trading LLC   October 2000 - July 2003

Education
Rowan University   1988 — 1991
B.A, Economics

University of Dayton   1986 — 1988
Economics

Christine Pearce Christine Pearce Hoboken, New Jersey Details
Christine Pearce's Merrill Lynch Experience November 2012 - March 2014
Job Chapter Support Manager at The National Society of Leadership and Success
Industry Higher Education
Experience
The National Society of Leadership and Success  2014 - Present
Merrill Lynch   November 2012 - March 2014
Merrill Lynch   August 2010 - November 2012

Skills
Management, Call Centers, Customer Service, Leadership, Team Leadership, Salesforce.com, Microsoft Excel, Finance, Time Management, PowerPoint, Microsoft Office

Education
Rowan University   2007 — 2010
Bachelor's degree, Marketing

Jake Maliszewski Jake Maliszewski Cincinnati, Ohio Details
Jake Maliszewski's Merrill Lynch Experience June 2011 - November 2011
Job Analyst at Ward Group
Industry Insurance
Experience
Ward Group  October 2013 - Present
Robert W. Baird & Co.   July 2012 - October 2013
Robert W. Baird & Co.   January 2012 - July 2012
United Way of Rock River Valley  May 2010 - December 2011
Merrill Lynch   June 2011 - November 2011

Skills
Entrepreneurship, CRM, Time Management, Leadership, Strategic Planning, Budgets, Customer Service, Marketing Communications, Team Building, Risk Management, Marketing, Analysis, Social Media, Team Leadership, Process Improvement, Finance, Event Management, Forecasting, Financial Modeling, Benchmarking, Financial Analysis, Data Analysis, Insurance

Education
Rockford College   2008 — 2011
B.A., Majors: Economics, Philosophy; Minor: Business Administration

Jefferson High School   2004 — 2008

Andrew Pagnotta Andrew Pagnotta Moorestown, New Jersey Details
Andrew Pagnotta's Merrill Lynch Experience October 2008 - July 2009
Job Control Account Manager at Mission Solutions Engineering, LLC
Industry Computer Software
Experience
Mission Solutions Engineering, LLC  March 2010 - Present
Merrill Lynch   October 2008 - July 2009
Roster Financial  May 2007 - June 2008

Skills
Earned Value Management, Management, MS Project, Program Management, Project Management, Project Planning, Finance, Process Improvement, Software Project..., Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Financial Analysis, Financial Reporting, Project Estimation, Business Analysis, Leadership, Variance Analysis, SharePoint, Proposal Writing, Engineering Management, Government Contracting, Technical Leadership, Personnel Management, Microsoft Project

Education
Rowan University   2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General

Jonathan Nessa Jonathan Nessa Boston, Massachusetts Details
Jonathan Nessa's Merrill Lynch Experience May 2013 - August 2013
Job Investment Accounting Specialist
Industry Financial Services
Experience
State Street  October 2014 - Present
Gurit   October 2013 - May 2014
Merrill Lynch   May 2013 - August 2013
Roger Williams University  September 2012 - December 2012
Gentle Giant Moving Co.  May 2009 - August 2012
Beach Dogs Lacrosse   September 2011 - December 2011

Skills
Microsoft Excel, Fundraising, Finance, Investments, Research, Portfolio Management, Sales, Teamwork, Customer Service, Microsoft Word, Social Networking, Public Speaking

Education
Roger Williams University   2010 — 2014
Bachelor of Business Management(B.B.A.), Business, Management, Economics, Communications, Junior

Roger Williams University   2010 — 2014
Bachelor's degree, Business Management

Ashley Major Ashley Major Madison, Wisconsin Details
Ashley Major's Merrill Lynch Experience June 2008 - September 2008
Job Financial Analysis, Market Research and Analytics
Industry Market Research
Experience
Kraft Foods Group  August 2014 - August 2015
Spectrum Brands  March 2012 - August 2014
Marco Consulting Group  January 2009 - March 2012
Exhibitgroup/Giltspur  August 2008 - December 2008
Merrill Lynch   June 2008 - September 2008

Skills
Financial Analysis, Fixed Income, Finance, Asset Allocation, Budgets, P&L Analysis, Financial Forecasting, Corporate Budgeting, SAP, Microsoft Office, Options, Investment Strategies, Nielsen Data

Education
University of Wisconsin-Madison   2015 — 2018
Master of Business Administration (M.B.A.), Finance

Roosevelt University   2005 — 2008
Bachelor’s Degree, Finance

Sarah Bishop Sarah Bishop Dublin, Ohio Details
Sarah Bishop's Merrill Lynch Experience May 2012 - August 2012
Job Team Financial Adviser at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2015 - Present
Crummer Graduate School of Business at Rollins College  October 2014 - August 2015
Keller Williams Consultants Realty  2013 - May 2015
Rollins College  August 2010 - May 2015
Universal Orlando Resort  May 2014 - December 2014
The First Movers, Inc.   November 2013 - November 2014
Convention News Television, LLC  November 2013 - December 2013
The First Movers, Inc.   August 2012 - November 2013
Rollins College  August 2011 - May 2013
Merrill Lynch   May 2012 - August 2012

Skills
Facebook, Social Media, Photoshop, PowerPoint, Social Networking, Microsoft Office, Social Media Marketing, Public Relations, Advertising, Event Planning, Real Estate, Marketing, Premiere, After Effects, Management, Leadership, Film Production, Writing, Public Speaking, Team Management, Blogging, Nonprofits, Editing, Photography, Research, Market Research, Fundraising

Education
Rollins College - Crummer Graduate School of Business   2013 — 2015
Master of Business Administration (MBA), Concentration in Marketing

Rollins College   2010 — 2014
Bachelor of Arts (BA), Critical Media and Cultural Studies, 3.98

University of London   2012 — 2012
Semester Abroad at the University of London's Queen Mary Campus

henry burt henry burt Cocoa, Florida Details
henry burt's Merrill Lynch Experience May 1983 - February 1988
Job tax advisor seasonal at Intuit Accountants
Industry Computer Software
Experience
Intuit Accountants  January 2013 - Present
H&R Block  January 2005 - May 2012
Merrill Lynch   May 1983 - February 1988

Skills
IRS Enrolled Agent

Education
University of Central Florida   1980 — 1983
none, Accounting

Rollins College   1972 — 1975
Bachelor of Science Accounting, Accounting

Lisa N. Stephens Lisa N. Stephens Greater Chicago Area Details
Lisa N. Stephens's Merrill Lynch Experience December 2002 - February 2004
Job Financial Planning Analyst at City of Chicago
Industry Real Estate
Experience
City of Chicago  December 2012 - Present
Illinois Housing Development Authority  August 2006 - November 2012
R.F Vaughn Estates   March 2004 - June 2006
Merrill Lynch   December 2002 - February 2004

Skills
Business Development, Budgets, Financial Modeling, Data Analysis, Real Estate, Risk Management, Asset Managment, Land Acquisition, Real Estate Economics, LIHTC, Asset Management, Valuation, Asset, Underwriting, Due Diligence, Leases, Mergers & Acquisitions, Property, Financial Reporting, Investments, Apartments, Tax Credits, Property Management, Portfolio Management, Investment Properties, HUD, Yardi, Negotiation, Commercial Real Estate, Lease Administration, Disposition, Affordable Housing, Real Estate Development, Contract Negotiation, Loan Servicing, Loans, Real Estate Transactions, Financial Analysis, Real Estate Financing

Education
Roosevelt University   2007 — 2009
Master of Business Administration, Real Estate

University of Illinois at Chicago   2001 — 2006
Bachelor of Science, Finance, Management

Liz Dickey Hajnal Liz Dickey Hajnal Greater Atlanta Area Details
Liz Dickey Hajnal's Merrill Lynch Experience March 2014 - Present
Job Registered Private Wealth Associate Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch   March 2014 - Present
Merrill Lynch   May 2011 - February 2014
Atlanta Spirit, LLC  2010 - 2011

Skills
Business Development, Management, Marketing, Microsoft Excel, Leadership

Education
Rollins College   2001 — 2003
BA, Psychology

University of Central Florida
Master's degree, Elementary Education and Teaching

Keith McGarry Keith McGarry Greater New York City Area Details
Keith McGarry's Merrill Lynch Experience 1996 - 2009
Job Security Manager at Bank of NY Mellon/G4S
Industry Security and Investigations
Experience
Bank of America/G4S   August 2009 - Present
Bank of New York mellon  2015 - 2015
Merrill Lynch   1996 - 2009

Skills
Security Management, Security Audits, Physical Security, Corporate Security, Risk Assessment, Enforcement, Security, Private Investigations, Access Control, Surveillance, Protection, Security Operations, Crisis Management, Background Checks, Fraud, Investigation, Program Management, Risk Management, Project Management, Team Leadership, Business Continuity, Security Awareness, Operations Management, Counterterrorism, Vulnerability Assessment, Executive Protection, Asset Protection, CCTV, Criminal Investigations, Financial Risk, Information Security, Security Training, Emergency Management, Internal Investigations, Intrusion Detection, Intelligence, Leadership, Computer Forensics, Certerfied First...

Education
Rockland Community College   2000 — 2002
Associate of Science (A.S.), Business Administration and Management, General, a

Joe Cleaver Joe Cleaver Greater New York City Area Details
Joe Cleaver's Merrill Lynch Experience 1999 - 2000
Job Director, Strategic Technical Alliances at Pitney Bowes
Industry Computer Software
Experience
Pitney Bowes  September 2015 - Present
Microsoft Corp  January 2006 - September 2015
Morgan Stanley  December 2004 - January 2006
Kanbay  March 2002 - December 2005
Morgan Stanley  August 2000 - March 2002
Merrill Lynch   1999 - 2000
JP Morgan  November 1997 - October 1998
Marriott, Sodexho   1990 - 1997

Skills
Program Management, Strategy, New Business Development, Cloud Computing, Business Strategy, Business Development, Management, Strategic Partnerships, Start-ups, Enterprise Software, Financial Services, Project Management, SaaS, Team Management, Microsoft Technologies, Business Analysis, Innovative Thinking, Innovation Development, Banking, Creative Vision, Strategic Planning, Thought Leadership, Windows, Security, Professional Services, Product Evangelism, Innovation, Technology Evangelism, Windows 8, Retail Banking, Roadmap, Banking Domain, Public Speaking, Social Media, Emerging Technologies, Product Management, Business Intelligence, Leadership, Direct Sales, Go-to-market Strategy, Sales Process, Business Alliances, Business Alliance..., Channel Strategy, PaaS, Windows Azure, Pre-sales, Strategic Alliances, Mobile Technology, Solution Selling

Education
Stevens Institute of Technology   1998 — 1999
MS - IS

Rowan University   1984 — 1990
BA, Management

STEVEN ECKNA STEVEN ECKNA Greater New York City Area Details
STEVEN ECKNA's Merrill Lynch Experience May 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2014 - Present
The Paul R. Eckna Memorial Foundation   February 2002 - Present
Cantor Fitzgerald  June 2011 - March 2013
Macquarie Group  March 2009 - June 2011
Jefferies LLC  April 2005 - January 2009
Credit Suisse  April 1998 - June 2005
DLJ  1999 - 2000
The Bank of New York  October 1992 - March 1998

Skills
Equity Trading, Series 7, Series 63, Series 55, Series 24, Hedge Funds, Proprietary Trading, Fundraising, Management, Private Banking, Mortgage Lending, Asset Based Lending, Bloomberg Terminal, FINRA, Investments, Property Management, Sales, Bloomberg, Asset Management, Equities, Capital Markets, Investment Banking, Trading, Fixed Income, Securities

Education
Rollins College   1986 — 1990

Garden City High School   1982 — 1986

Carter Taylor Carter Taylor New York, New York Details
Carter Taylor's Merrill Lynch Experience 2004 - 2004
Job Project Manager at Livingston Builders
Industry Construction
Experience
Livingston Builders   2013 - Present
Yelp  2011 - 2013
Taylor Painting   2008 - 2011
Petters Group Worldwide  2006 - 2008
Florida Crystals  2005 - 2005
Merrill Lynch   2004 - 2004

Skills
International Business, Salesforce.com, Bloomberg Terminal, OS X, Microsoft Office, Social Media, Photoshop, Strategy, Customer Service, Advertising, Illustrator, Project Management, Residential Painting, Construction, Entrepreneurship, Sales, Creativity, Time Management, Program Management

Education
Rollins College - Crummer Graduate School of Business   2006 — 2008
MBA, International Business

Rollins College   2002 — 2006
BA, International Business

Ryan Klett Ryan Klett Greater Chicago Area Details
Ryan Klett's Merrill Lynch Experience February 2013 - May 2013
Job Carrier Representative at CH Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson   September 2013 - Present
Unique Party Rental   April 2011 - July 2013
Merrill Lynch   February 2013 - May 2013
Best Buy  October 2007 - June 2010
UPS  December 2006 - October 2007
IKEA Group  May 2006 - October 2006

Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Inventory Management, Access, Time Management, Outlook, Sales, Data Analysis, Finance, Data Entry, Retail, Capital Budgeting, Event Planning, Payroll, Operations Management, Team Leadership, Account Management, Salesforce.com, Telephone Skills, Sales Management, Team Building

Education
Roosevelt University   2010 — 2012
Bachelor of Science (B.S.), Finance

James B. Conant High school   2002 — 2006
High School Diploma

John Matson CFP John Matson CFP Long Beach, California Details
John Matson CFP's Merrill Lynch Experience January 1996 - September 2004
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 2015 - Present
LPL Financial  April 2007 - June 2015
Morgan Stanley Smith Barney  September 2004 - April 2007
Merrill Lynch   January 1996 - September 2004

Education
Rollins College   1974 — 1978
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

John F. Russo John F. Russo Greater New York City Area Details
John F. Russo's Merrill Lynch Experience 2001 - 2004
Job Portfolio Manager at Cougar Capital LLC
Industry Investment Management
Experience
Cougar Capital  July 2004 - Present
Merrill Lynch   2001 - 2004
Herzog, Heine & Geduld   1989 - 2001

Skills
Equity Trading, ETFs, Series 7, Hedge Funds, Equities, Bloomberg, Series 63, Electronic Trading, Alternative Investments, Equity Research, Proprietary Trading, Market Making, Series 24, Bonds, Securities, Trading Systems, Trading, Portfolio Management

Education
Roger Williams University   1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General

Amber Bentley Amber Bentley Oswego, New York Details
Amber Bentley's Merrill Lynch Experience September 2013 - December 2013
Job Student
Industry Writing and Editing
Experience
SUNY Oswego Utilities Department   May 2015 - Present
Emmetts Castle at Blue Hill   May 2014 - August 2014
Merrill Lynch   September 2013 - December 2013
Orangetown Day Camp   July 2010 - August 2013
Stateline Family Restaurant   September 2010 - August 2012

Skills
Team Leadership, Teamwork, Communication, Microsoft Office, Organized Multi-tasker, Public Speaking, Microsoft Word, PowerPoint, Time Management, Social Media, Microsoft Excel, Research, Leadership, Social Networking

Education
State University of New York College at Oswego   2012 — 2016
English Language and Literature, General

Rockland Community College

Marcantonio Ramos Marcantonio Ramos Greater New York City Area Details
Marcantonio Ramos's Merrill Lynch Experience March 2006 - August 2006
Job Financial Services / Index & ETF Specialist
Industry Financial Services
Experience
Bank of America / Merrill Lynch  February 2014 - Present
Bank of America / Merrill Lynch  June 2013 - February 2014
KBW  September 2007 - February 2013
BlackRock  September 2006 - July 2007
Merrill Lynch   March 2006 - August 2006

Skills
Research, Marketing Strategy, ETFs, Data Analysis, Investments, Series 7, Mutual Funds, Financial Services, Strategy, Marketing, Product Management, Analysis, Equities, Financial Advisory, Financial Analysis, Bloomberg, Capital Markets, Trading, Fixed Income, Banking, Mergers & Acquisitions

Education
Rowan University   2001 — 2005
Business Administration (BS), Marketing

Stephen Capalbo Stephen Capalbo Greater New York City Area Details
Stephen Capalbo's Merrill Lynch Experience August 1991 - April 1993
Job Executive Director JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  March 2010 - Present
Citi  June 1995 - March 2010
Credit Suisse First Boston  April 1993 - June 1995
Merrill Lynch   August 1991 - April 1993
Syltel Information Systems   January 1990 - August 1991
Dow Jones Telerate  July 1987 - December 1989

Skills
Prime Brokerage, Software Development, Leadership, Integration, Trading Systems, Financial Services, Equities, Capital Markets, Finance, Fixed Income, Hedge Funds, Investment Banking, SOA, Business Analysis, Vendor Management, SDLC, Margin, Advent Geneva, Reporting, Web Applications, Custom Software..., Large Scale Systems, Futures and Options

Education
Roger Williams University   1983 — 1987
Bachelor of Science (BS), Computer Engineering

Annette Bradshaw Annette Bradshaw Bradenton, Florida Details
Annette Bradshaw's Merrill Lynch Experience September 2007 - Present
Job at Bank of America
Industry Banking
Experience
Merrill Lynch   September 2007 - Present
Bank of America  September 2007 - Present
Accredited Home Lenders  2002 - 2007
Pinnfund   1999 - 2001

Skills
Mortgage Banking, Credit, Mortgage Lending, Financial Services, Underwriting

Education
Rowan University   1981 — 1986

Elisabeth Bednar Elisabeth Bednar New York, New York Details
Elisabeth Bednar's Merrill Lynch Experience 1999 - 2000
Job President, Bold Type Communications Inc.
Industry Public Relations and Communications
Experience
Bold Type Communications Inc.   2008 - Present
BlackRock  2011 - 2012
Deloitte  2007 - 2008
American Express  2004 - 2007
Deloitte Consulting  2000 - 2004
Merrill Lynch   1999 - 2000
Cambridge Technology Partners  1997 - 1999
American Century Investments  1988 - 1996

Skills
Internal Communications, Corporate Communications, Communication Training, Strategic Communications, Social Media, Human Resources, Content Management, Recruiting, Strategy, Integrated Marketing, Leadership, Talent Management, Employee Engagement, Organizational...

Education
Rockhurst University
B.A., History and French

Anthony De Chellis Anthony De Chellis Greater New York City Area Details
Anthony De Chellis's Merrill Lynch Experience January 1988 - July 2003
Job President of OurCrowd
Industry Financial Services
Experience
OurCrowd  February 2015 - Present
Credit Suisse  May 2006 - September 2013
UBS  August 2003 - May 2006
Merrill Lynch   January 1988 - July 2003

Skills
Private Banking, Wealth Management..., Wealth Management, Alternative Investments, Structured Products, Investment Advisory, Hedge Funds, Fixed Income, Series 7, Family Office, Equities, Asset Allocation

Education
University of Chicago
MBA, Corporate Finance & Corporate Strategy

Rollins College
Bachelor of Arts (BA), Economics

Josh Morales Josh Morales Kansas City, Missouri Area Details
Josh Morales's Merrill Lynch Experience August 2015 - Present
Job PMD at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2015 - Present
Boy Scouts of America  September 2012 - August 2015
Boy Scouts of America  August 2009 - September 2012
Boy Scouts of America  February 2006 - August 2009
Catholic Diocese of Kansas City - St. Joseph   March 2003 - January 2006
YMCA  August 1996 - May 2002
Boy Scouts of America  2001 - 2002
Boy Scouts of America  1994 - 2002

Skills
Leadership, Leadership Development, Fundraising, Nonprofits, Public Speaking, Annual Giving, Volunteer Management, Training, Event Management, Staff Development, Team Building, Non-profit..., Volunteer Recruiting, Non-profits, Strategic Planning, Board Development, Grant Writing, Customer Service, Volunteer Training, Program Development, Event Planning, Networking, Budgets, Philanthropy, Youth Development, Conflict Resolution, Donor Management, Social Networking, Recruiting, Public Relations, Project Management, Collaborative Problem..., Management, Social Media, Community Development, Coaching, Team Leadership

Education
Rockhurst University   1998 — 2003
Non Profit Leadership Alliance (formerly American Humanics), Theology and Philosophy, Not-for-profit management, fundraising and marketing

Rockhurst High School   1994 — 1998

Ben Omesi Ben Omesi Greater New York City Area Details
Ben Omesi's Merrill Lynch Experience June 2012 - September 2012
Job Business Development at SureDone
Industry Internet
Experience
SureDone   June 2013 - Present
Self  December 2005 - Present
cropr   July 2014 - March 2015
Franklin Templeton Investments Fiduciary Trust   April 2013 - July 2013
Acme Corporation   November 2009 - April 2013
Merrill Lynch   June 2012 - September 2012
Omesi Worldwide   January 2007 - January 2011

Skills
Photoshop, Microsoft Office, Windows, Mac OS X, Interpersonal Savvy, Superior Communications..., Building Relationships, Networking, Entrepreneurship, Graphic Design, Illustrator, OS X, Analysis, Management, Sales, Marketing, HTML 5, CSS3, HTML, CSS, JavaScript, jQuery, Ruby, Sinatra, Github, Branding & Identity, Logo Design, Social Media, E-commerce, WordPress, User Experience, Website Development

Education
Baruch College, Zicklin School of Business   2010 — 2012
Bachelor of Business Administration, Finance & Investments

Rockland Community College   2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Rick White CIMA® Rick White CIMA® Princeton, New Jersey Details
Rick White CIMA®'s Merrill Lynch Experience February 1994 - June 2007
Job Senior Vice President, Investments at Princeton Wealth Advisors of Raymond James
Industry Financial Services
Experience
Princeton Wealth Advisors of Raymond James   2007 - Present
Merrill Lynch   February 1994 - June 2007

Education
Rollins College
Bachelor of Arts (BA), Business Administration

Kimball Union Academy

Sean Toomey Sean Toomey Greater New York City Area Details
Sean Toomey's Merrill Lynch Experience May 1993 - August 1993
Job Systems Administrator at General Contractor
Industry Information Technology and Services
Experience
General Contractors   August 2012 - Present
NxtGen Systems   May 2010 - September 2012
Mercer Gasket & Shim   September 2003 - May 2010
AT&T Labs  July 1999 - January 2003
Pfizer Inc  January 1997 - April 1999
Merrill Lynch   May 1993 - August 1993

Skills
Software Project..., Web Project Management, Windows Server, Crystal Reports, AutoCAD, Macola Progression, Watchguard, Windows XP Professional, Windows 7, Internet Marketing, Google Adwords, Yahoo Search Marketing, MS Exchange Server, MS SQL Server, MS IIS, Network Administration, Search Engine..., ERP, Sonicwall Network...

Education
Burlington County College   2011 — 2013
Bachelor's Degree, Computer Information Systems

Valley Forge Military Academy   1992 — 1996
AP, The Art of War

Shareef Anthony Doumet Shareef Anthony Doumet Clearwater, Florida Details
Shareef Anthony Doumet's Merrill Lynch Experience December 2011 - November 2012
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   June 2013 - October 2014
Merrill Lynch   December 2011 - November 2012
Northwestern Mutual  July 2011 - November 2011
First Command Financial Services  November 2009 - June 2011
CNBC  January 2009 - April 2009
Raymond James Financial Inc.  May 2008 - July 2008
Rollins College  August 2006 - May 2008

Skills
Mutual Funds, Investments, Series 7, Financial Analysis, Strategic Planning, Leadership, Retirement Planning, Securities, Public Speaking, Program Management, Portfolio Management, Strategic Financial..., Financial Advisory, Finance, Fixed Annuities, Equities, Uniform Combined State..., Financial Modeling, Insurance, Business Planning, Management, Retirement, Training, Life Insurance, Stock Market, Stocks, Stock Management, Stock Picking, Technical Analysis, Stock Trading, Investment Research, Series 66, Series 6, Business Analysis, Business Strategy, Wealth Management, Wealth Accumulation, Team Building, Customer Service, Team Leadership, Cash Management, Teamwork, Jewelry Making, Market Research, Board of Directors

Education
Rollins College   2005 — 2009
International Business, International Business

Seminar for Tomorrow's Leaders   2004 — 2004

Johnny Williams Johnny Williams San Francisco, California Details
Johnny Williams's Merrill Lynch Experience August 1998 - January 2007
Job Vice Chairman at UBS
Industry Financial Services
Experience
UBS  February 2013 - Present
BofA Merrill Lynch  January 2007 - August 2012
Merrill Lynch   August 1998 - January 2007
SoundView Technology Group  January 1991 - August 1998

Skills
Equity Capital Markets, Sales & Trading, Investment Banking, Venture Capital, Private Equity, Mutual Funds, Hedge Funds, Prime Brokerage, Relationship Management, Capital Markets, Corporate Finance, Equities, Equity Research, Mergers, Strategy, Alternative Investments

Education
Rollins College   1985 — 1989
Bachelor of Arts (B.A.), Political Science

Jessica Ceriani Jessica Ceriani Greater Denver Area Details
Jessica Ceriani's Merrill Lynch Experience 1999 - 2004
Job Owner at Front Range Insurance Services, LLC Providing Auto, Home, Umbrella, and Commercial Insurance
Industry Insurance
Experience
Front Range Insurance Services, LLC   September 2004 - Present
Merrill Lynch   1999 - 2004
Allstate  1995 - 1999

Education
Rowan University

Kirsty M. Walker, MBA Kirsty M. Walker, MBA Orlando, Florida Area Details
Kirsty M. Walker, MBA's Merrill Lynch Experience 2006 - Present
Job VP, Sr. Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2006 - Present
Morgan Stanley  1994 - 2005
Philip Crosby Associates  1989 - 1993

Skills
Financial Analysis, Estate Planning, Financial Reporting, Financial Modeling, Strategy, Leadership, Change Management, Business Planning, Analysis, Strategic Planning, Forecasting

Education
Rollins College - Crummer Graduate School of Business   1992 — 1994
Master of Business Administration (MBA)

Nicholas Russillo AAMS Nicholas Russillo AAMS Hartford, Connecticut Area Details
Nicholas Russillo AAMS's Merrill Lynch Experience February 2003 - March 2007
Job Senior Vice President at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC  2007 - Present
Merrill Lynch   February 2003 - March 2007
Advest, Inc.   July 2001 - February 2003

Skills
Retirement Planning, Investment Strategies, Wealth Management, Investment Advisory, ETFs, 401k, Mutual Funds, Retirement, Portfolio Management, Series 7, Alternative Investments, Securities, Asset Allocation, Investments, FINRA, Series 63

Education
Roger Williams University
Bachelor of Science, Marketing

Wayne G. Fox Wayne G. Fox Greater New York City Area Details
Wayne G. Fox's Merrill Lynch Experience March 1982 - 1991
Job Managing Director at Cyber Density, LLC
Industry Information Technology and Services
Experience
New Jersey Institute of Technology  2008 - Present
Cyber Density, LLC   2000 - Present
Civil Air Patrol  1988 - Present
Innovative American Technology, Inc.   2010 - November 2012
Montgomery Township School District  2005 - 2006
AT&T  March 1982 - 2000
TCG (Teleport Comm Group)   1996 - 1998
TCG  1992 - 1998
Teleport Communications Group  1982 - 1998
Merrill Lynch   March 1982 - 1991

Skills
Strategic Planning, Investments, Negotiation, Mergers, Valuation, Insurance, Corporate Development, Due Diligence, Strategy, Private Equity, Venture Capital, Project Management, Mergers & Acquisitions, Corporate Finance, Business Development, Finance, Business Strategy, Contract Negotiation, Financial Modeling, Entrepreneurship, Start-ups, Strategic Partnerships, E-commerce, Business Process..., Cross-functional Team..., Business Planning, Equities, Policy, Telecommunications, Joint Ventures, Analysis, Management Consulting, Program Management, Portfolio Management, Leadership, Sales, IPO, Financial Analysis, Management, Executive Management, Asset Management, Securities, Competitive Analysis, Investor Relations, Business Analysis, Risk Management, International Business, Auditing, Corporate Law, Real Estate

Education
Rutgers University School of Law - Camden   2001 — 2004
Juris Doctor, Law, Constitutional Law, Intellectual Property, Health Care

University of Pennsylvania - The Wharton School   1980 — 1981
Master of Business Administration, Decision Science and Management - Strategic Planning

University of Pennsylvania - The Wharton School   1976 — 1978
Bachelor of Business Administration, Accounting, Finance and Marketing Research, 4.0

Rowan College at Gloucester County   1973 — 1976
Associate in Science in Accounting, Accounting, 4.0

Julie Shoemaker Julie Shoemaker Greater Philadelphia Area Details
Julie Shoemaker's Merrill Lynch Experience July 2011 - November 2011
Job Director Project Management Infrastructure
Industry Information Technology and Services
Experience
Blue Isis LLC   June 2013 - Present
International SOS  January 2012 - June 2013
Merrill Lynch   July 2011 - November 2011
Comcast  November 2010 - June 2011
IPsoft  May 2009 - October 2010
Netrend, Inc   August 2008 - May 2009
Computer Aid, Inc.   August 2006 - August 2008
Rohm and Haas  2006 - 2008
Computer Associates  1997 - 2005
CA, Inc.   1997 - 2005

Skills
PMP, Program Management, PMO, Project Management, ITIL, Management, Governance, Project Planning, CRM, IT Service Management, IT Strategy, SAP, Integration, ERP, IT Management, Project Portfolio..., Leadership, Service Delivery, Professional Services, Vendor Management, Outsourcing, Business Process, SDLC

Education
Rowan College at Burlington County   2005 — 2007
CCNA Graduate, Cisco Academy

Villanova University   2005 — 2007
Project Management Masters, Project Management Masters Program

Tulane University - A.B. Freeman School of Business   2005 — 2005
Corporate Governance

Trade - BCSI   1989 — 1991
Programing and Systems Analysis, Computer Science

Noel Villajuan, CFP® Noel Villajuan, CFP® United States Details
Noel Villajuan, CFP®'s Merrill Lynch Experience 2011 - 2013
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  2013 - Present
Detroit Chamber Winds & Strings   February 2012 - Present
Merrill Lynch   2011 - 2013
Safford & Baker, PLLC   2010 - 2011
Kitch Drutchas Wagner Valitutti & Sherbrook  2009 - 2010
Eli Lilly and Company  2003 - 2007
Charles Schwab  1995 - 2002
American Express Financial Advisors  1994 - 1995
NationsBank  1991 - 1994

Skills
Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Succession Planning, Wealth Accumulation..., College Funding...

Education
Thomas M. Cooley Law School   2007 — 2010
J.D., Law

Rollins College   1987 — 1991
B.A, English, Music

Jennifer M. Anderson Jennifer M. Anderson Greater New York City Area Details
Jennifer M. Anderson's Merrill Lynch Experience February 1998 - March 2000
Job Director of Major Gifts, Barnard College
Industry Fund-Raising
Experience
Barnard College  May 2015 - Present
American Red Cross, South Jersey Region   February 2012 - May 2015
Anderson Collins Lyttle & Van Winkle   July 2009 - February 2012
Jennifer M. Anderson, LLC   March 2001 - February 2012
Merrill Lynch   February 1998 - March 2000

Skills
Fundraising

Education
Rosemont College   1981 — 1985
B.A., Humanities

New York University - Heyman School for Philanthropy & Fundraising

Shore Regional High School

Jackie Daniels Jayne Jackie Daniels Jayne New York, New York Details
Jackie Daniels Jayne's Merrill Lynch Experience May 2006 - April 2007
Job Business Retirement Group Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2013 - Present
SAIC  July 2007 - November 2010
Merrill Lynch   May 2006 - April 2007

Education
Rollins College - Crummer Graduate School of Business   2008 — 2010
MBA

University of Florida   2002 — 2006
BA, Economics

Brian Biehl, CFP Brian Biehl, CFP West Berlin, New Jersey Details
Brian Biehl, CFP's Merrill Lynch Experience November 2009 - July 2011
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC  December 2014 - Present
Meeder Financial  October 2010 - December 2014
Merrill Lynch   November 2009 - July 2011
ICON Advisers  February 2008 - February 2009
Lincoln Investment Planning  January 2000 - January 2008

Skills
CFP, Series 7,6,63,24,65, life and health..., Sequoia Training: Core..., Dale Carnegie: Public..., Life & Health Insurance..., Certified Financial..., Mutual Funds, Series 7, Separately Managed..., Retirement Planning, Finance, 401k, Fixed Annuities, Asset Allocation, Series 65, Wealth Management, Variable Annuities, Pensions, Series 63, Series 6

Education
Rowan University   1979 — 1983
BA, Communications

Justin Santos Justin Santos Chicago, Illinois Details
Justin Santos's Merrill Lynch Experience December 2008 - January 2009
Job Justin Santos
Industry Pharmaceuticals
Experience
Virtus Partners, LLC  January 2012 - January 2013
Christina K. Dee's CPA   June 2008 - May 2009
Merrill Lynch   December 2008 - January 2009

Skills
Bloomberg, Investments, Strategic Financial..., Forecasting, Portfolio Management, Financial Modeling, Project Management, Microsoft Excel, Microsoft Office, VBA, PowerPoint, Financial Analysis, Customer Service, Corporate Finance, Analysis

Education
Roosevelt University   2014 — 2017
Doctor of Pharmacy (PharmD), Pharmacy

University of Houston   2013 — 2014

The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance

Daniel Cianci III Daniel Cianci III Greater Philadelphia Area Details
Daniel Cianci III's Merrill Lynch Experience March 2002 - June 2003
Job Regional RIA Channel Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  July 2013 - Present
Lincoln Financial Distributors  February 2009 - June 2013
Lincoln Financial Distributors  January 2006 - February 2009
Wachovia Securities  June 2003 - January 2006
Merrill Lynch   March 2002 - June 2003
Bancroft NeuroHealth  August 1998 - March 2002

Skills
Regional Development, Salesforce.com, Fugent.com, Sales Strategies, Lead Generation, Needs Assessment, Creative Problem Solving, Retirement Income..., Solutions Selling, Wealth Management, Training & Development, Market Research, Retirement Solutions, Product Marketing, Territory Management, Key Account Management, Relationship Management, Consultative Selling, Process Improvement, Client Service, Sales Presentations, Recruiting, Photography, Social Networking, Strategic Planning, FINRA, Series 6, Series 63, Leadership Development, PowerPoint, Financial Planning, Retirement Planning, Data Profiling, Graphic Design, Team Leadership, Public Speaking, National Account..., Time Management, Business Plan..., Direct Sales, Due Diligence, Logistics, Consultation, National Account Sales

Education
Wake Forest University
BA, Communication, Concentration in Business

Burlington County College
A.A.S, Graphic Design & Digital Media

Ed McChesney Ed McChesney Greater Philadelphia Area Details
Ed McChesney's Merrill Lynch Experience July 1992 - May 1994
Job Benefits Specialist at ACS, INC., Cherry Hill, NJ 08003
Industry Human Resources
Experience
ACS Healthcare Solutions  September 2010 - December 2010
Jackson Hewitt  January 2005 - February 2008
LNB Commercial Capital  2006 - 2006
LNB Commercial Capital  2006 - 2006
Quick & Reilly  December 1994 - February 1997
Merrill Lynch   July 1992 - May 1994

Education
University of Pennsylvania - The Wharton School   1986 — 1990
BS, Management

Rowan College at Burlington County   1983 — 1986
Associate of Applied Science, Accounting

Andrew D. Allen, CRPC® Andrew D. Allen, CRPC® Greater New York City Area Details
Andrew D. Allen, CRPC®'s Merrill Lynch Experience December 1994 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 1994 - Present
Milbank, Tweed, Hadley & McCloy LLP   June 1993 - December 1994

Skills
Retirement Planning, Wealth Management, Investments, Portfolio Management, Financial Planning, Series 7, Series 63, Strategic Financial..., Securities, Investment Advisory, Asset Allocation, Alternative Investments, Equities, Fixed Income, Asset Managment, Mutual Funds, Investment Strategies, Series 65, Investment Management, Uniform Combined State..., Hedge Funds, Capital Markets, Bonds, Retirement, High Net Worth..., Financial Modeling, Investment Banking, Strategy, Separately Managed..., Private Banking, Estate Planning, Series 24, Equity Research, Options, Financial Advisory, FINRA, Wealth Management..., ETFs, Bloomberg, Wealth, Fixed Annuities, Financial Markets, Private Equity, Valuation, Trading, Structured Products, Emerging Markets, Finance, Venture Capital, Private Placements

Education
Rollins College   1989 — 1993
Bachelor of Arts Degree, Political Science

Berkshire School   1987 — 1989

Far Hills Country Day School

Frederick S. Whitlock Frederick S. Whitlock Houston, Texas Area Details
Frederick S. Whitlock's Merrill Lynch Experience September 1995 - October 2000
Job Principal at The Whitlock Group, LLC
Industry Financial Services
Experience
The Whitlock Group, LLC   July 2009 - Present
Walker Advisory   2009 - Present
Walker Advisory   2009 - 2015
Merrill Lynch   September 1995 - October 2000
E.F. Hutton   December 1979 - January 1981

Skills
Project Management, Analysis, Defined Benefit, Loans, Mergers, Commercial Lending, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Business Planning, Strategic Planning, Team Building, Small Business, Leadership, Finance, Investments, Banking, Due Diligence, Negotiation, Selling, Valuation, Business Valuation, Real Estate, Executive Management, Start-ups, Financial Services, Portfolio Management, Funding, Retirement Planning, Private Equity, Small Business Lending, Commercial Mortgages, Credit, Financial Structuring, Asset Based Lending, Real Estate Financing, Real Estate Economics, Credit Analysis, Loan Origination, Mortgage Lending, Exit Strategies, Business Brokerage, Asset Management, Commercial Real Estate, Underwriting, Commercial Finance, Brokerage, Business Acquisition

Education
Rollins College   1967 — 1971
BA, French, English

Ecole Nouvelle de la Suisse Romande   1962 — 1966

Angela Cavallaro Angela Cavallaro Princeton, New Jersey Details
Angela Cavallaro's Merrill Lynch Experience April 2008 - July 2009
Job Center Development Mgr at Music Together LLC
Industry Education Management
Experience
Music Together LLC  July 2010 - Present
Infinite Energy Company   July 2009 - July 2010
Merrill Lynch   April 2008 - July 2009
Merrill Lynch   October 2006 - April 2008
Merrill Lynch   March 2002 - October 2006

Skills
Project Planning, Process Improvement, Training, Six Sigma, Integration, Quality Assurance, Management, Leadership, Business Analysis, Customer Service, Contract Management, Change Management, Project Management, Strategic Planning, Vendor Management, Program Management, Risk Management, Facilities Management, Budgets, Cross-functional Team..., Data Analysis, Financial Analysis, Business Process..., Operations Management, Team Building, Analysis, Microsoft Office

Education
The College of New Jersey   1992 — 1994
BA, Psychology, Special Education

Burlington County College
Associate's degree, Psychology

Holy Cross High School

Robert Shields Moose Robert Shields Moose Greater Chicago Area Details
Robert Shields Moose's Merrill Lynch Experience October 2007 - June 2008
Job Recent MS Mathematics Graduate
Industry Insurance
Experience
UnitedHealth Group  June 2008 - November 2013
Merrill Lynch   October 2007 - June 2008
Purdue University  October 2004 - May 2007
Retail Up!   August 2004 - August 2006

Skills
Healthcare, SAS, SQL, Data Analysis, R, Linear Programming, actuarial science, predictive modeling, Data mining, actuarial exams, Healthcare Industry, Social Media, Strategic Planning, Microsoft Office, Healthcare Information..., Medicare, New Business Development, Managed Care, Revenue Cycle Management, Revenue Cycle, Provider Relations, Meditech, Healthcare Management, HIPAA, Microsoft Word, Management, Hospitals, PowerPoint, Microsoft Excel, Research, Marketing, Public Speaking, Customer Service, Sales, Event Planning, Hadoop, Data Entry

Education
Roosevelt University   2013 — 2015
Master's Degree, Mathematics

The Krannert School of Business   2003 — 2007
B.S, Economics; Exlab Experimental Economics

Stephen Hamblin Stephen Hamblin Orlando, Florida Area Details
Stephen Hamblin's Merrill Lynch Experience July 2009 - October 2010
Job Batman, President at Hamblin Wealth Management, Inc
Industry Philanthropy
Experience
Super Hero, inc   August 2015 - Present
Hamblin Wealth Management, Inc   January 2011 - Present
Merrill Lynch   July 2009 - October 2010
Bank of America  June 1994 - April 2008

Skills
Credit, Wealth Management, Series 7, Mortgage Lending, Investment Advisory, Insurance, Loans, Retirement Planning, Consumer Lending, Fixed Annuities, Banking, Investments, Commercial Lending, Small Business Lending, Financial Analysis

Education
Rollins College   2007 — 2013

Stephen D. Mitchell Jr. Stephen D. Mitchell Jr. Greater Boston Area Details
Stephen D. Mitchell Jr.'s Merrill Lynch Experience January 2009 - March 2011
Job Asst. Vice President
Industry Banking
Experience
Morgan Stanley  October 2015 - Present
Morgan Stanley  June 2014 - Present
The Sylvia Group   April 2011 - May 2014
Merrill Lynch   January 2009 - March 2011
Bank of America  January 2006 - January 2009
FleetBoston Financial  April 2000 - December 2005
New York Life Insurance Company  December 1995 - March 2000

Skills
Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Credit, Employee Benefits, Business Planning, Commercial Insurance, Asset Based Lending, Insurance, Risk Management, Casualty, Investments, Portfolio Management, Asset Management, Sales Management, New Business Development, Strategic Planning, 401k, Retirement, Non-profits, Strategic Financial..., Public Speaking, Banking, Nonprofits, Life Insurance, Business Development, Underwriting, General Insurance, Mutual Funds, Finance, Financial Advisory, Loans, Leadership, Financial Services, Relationship Management, Sales, Mortgage Lending, Series 7, Marketing, Customer Service, Management, Financial Analysis

Education
Roger Williams University

Springfield College

Felicia Jamison Felicia Jamison Greater Philadelphia Area Details
Felicia Jamison's Merrill Lynch Experience September 1997 - August 2008
Job Accounts Receivable Specialist at Fox Rehabilitation
Industry Financial Services
Experience
Fox Rehabilitation  November 2011 - Present
Medical Diagnostic Laboratory, Inc.   March 2011 - November 2011
Professional Service Group  February 2011 - March 2011
ACS Healthcare Solutions  October 2010 - November 2010
Ardyss International  2009 - 2009
Merrill Lynch   September 1997 - August 2008
Merrill Lynch and Co., Inc   December 2003 - July 2008
Merrill Lynch and Co., Inc   February 2000 - December 2003
Merrill Lynch and Co., Inc   September 1997 - February 2000

Skills
Insurance, Human Resources, Call Center, Employee Benefits, Access, Outlook, Accounts Receivable, Call Centers, Medicare, Finance, Leadership, Microsoft Office, Strategic Planning, Budgets, Process Improvement

Education
Thomas Edison State College   2013 — 2014
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies

Rowan College at Burlington County   2009 — 2010
(A.S.) in Accounting, 2010

Chubb InstituteNorth   1999 — 2000
Diploma, Computer Technical Specialist

Cittone Institute   1994 — 1995
Diploma, Legal Secretary

Nikila Okorowo Nikila Okorowo Orlando, Florida Details
Nikila Okorowo's Merrill Lynch Experience 2006 - 2011
Job Registered Client Service Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2015 - Present
Walgreens  2012 - 2014
Merrill Lynch   2006 - 2011
Morgan Stanley  2002 - 2006

Skills
Series 7, Retirement Planning, Wealth Management, Equities, Mutual Funds, Investments, Fixed Income, Series 63, Securities, Portfolio Management, Bloomberg, Strategic Financial..., Retirement, Asset Allocation, Financial Analysis, Leadership, Microsoft Word, Financial Planning, Customer Service

Education
Rollins College
Bachelor's degree, International Affairs and Business Administration

Valencia College

Carolyn Mathews, PsyD Carolyn Mathews, PsyD Greater Boston Area Details
Carolyn Mathews, PsyD's Merrill Lynch Experience 1999 - 2001
Job Executive coach for leadership intelligence, career performance and career transitions
Industry Professional Training & Coaching
Experience
Dr. Carolyn Mathews: The Inner Executive   March 2011 - Present
North of Neutral   March 2010 - Present
Eden Systems   2001 - 2002
Merrill Lynch   1999 - 2001
Subaru of America  1993 - 1999
Countrywide Communications   1991 - 1993
Unipart Group of Companies   1989 - 1991

Skills
Non-financial..., Positive Psychology, Coaching, Life Transitions, Consultancy, Assessment, MBTI, Public Speaking, Psychology, Career Development, Personal Development, Training, Leadership Development, Workshop Facilitation, Executive Coaching, 360 Feedback, Emotional Intelligence, Business Coaching, Work Life Balance, Program Development, Career Management, Stress Management, Life Coaching, Management Development, Psychometrics, Conflict Resolution, Personal Coaching, Culture Change, Executive Development, Workshops, Group Dynamics, Behavioural Change, Appreciative Inquiry, Mindfulness, Staff Development, Confidence Building, Career Counseling, Career Assessment, Conflict Management, Program Facilitation, Retreats, Self-esteem, Motivational Speaking, Counseling Psychology, Job Coaching, Organizational..., Leadership, Consulting

Education
Argosy University Seattle   2003 — 2009
PsyD, Clinical Psych

Rowan University   1988 — 1991
MA, Communications

Western Washington University   1981 — 1986
BA, psychology, sociology

College for executive coaching

College for executive coaching

Omari Thomas Omari Thomas Greater Philadelphia Area Details
Omari Thomas's Merrill Lynch Experience February 2005 - December 2008
Job Partner I Hire, Train And Develop Sales Professionals and Managers And Help Them Positively Impact The Lives Of Others
Industry Financial Services
Experience
New York Life Insurance Company  August 2014 - Present
New York Life Insurance Company  2010 - August 2014
Discoverpoint Holdings   2008 - December 2010
Step-X USA   2005 - December 2010
Merrill Lynch   February 2005 - December 2008

Skills
Leadership Development, Multi-generational..., Business Strategy, Marketing Management, Financial Services, Career Development, Business Succession..., Asset Protection, Executive Management, 401k Rollovers, Estate Planning, Business Exit Planning, Creative Problem Solving, Buy-sell Agreements, New Business Development, Key Person Protection, Curriculum Development, Business Ethics, Mergers & Acquisitions, Private Equity, Entrepreneurship, Financial Risk, Management Consulting, Asset Managment, Asset Management, Strategy, Due Diligence, Financial Analysis, Investment Banking, Finance, Leadership, Emerging Markets, Financial Advisory, Credit, Investment Strategies, Trading, Corporate Law, Strategic Financial..., Portfolio Management, Wealth Management, Risk Management, Business Development, Corporate Finance

Education
Rowan University   1994 — 1999

Christopher Spadaccini Christopher Spadaccini Greater New York City Area Details
Christopher Spadaccini's Merrill Lynch Experience January 2014 - April 2014
Job Core Assurance Associate at PwC
Industry Accounting
Experience
Van Houten Farms   September 2012 - May 2015
Merrill Lynch   January 2014 - April 2014

Skills
Auditing, Financial Accounting, Cost Accounting, Management Accounting, Tax Accounting, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Corporate Finance, Wealth Management, Customer Service, English, Research, Personal Finance, Account Management, Accounting, Customer Engagement

Education
Ramapo College of New Jersey   2012 — 2015
Bachelor's, Accounting

Rockland Community College   2010 — 2012
Associate of Arts (A.A.), Math and Science

Claire Rosprim Claire Rosprim Kansas City, Missouri Details
Claire Rosprim's Merrill Lynch Experience June 2014 - August 2014
Job Graduate Student at Rockhurst University
Industry Financial Services
Experience
Merrill Lynch   June 2014 - August 2014
Albuquerque Country Club   June 2012 - August 2012
Albuquerque Academy  June 2009 - July 2012

Skills
Leadership, Economics, PowerPoint, Microsoft Office, Microsoft Excel

Education
Rockhurst University   2011 — 2015
Bachelor of Arts (B.A.), Economics

Tessie Wissel Tessie Wissel Kansas City, Missouri Area Details
Tessie Wissel's Merrill Lynch Experience September 2013 - Present
Job Marketing / Event Planning
Industry Marketing and Advertising
Experience
Merrill Lynch   September 2013 - Present
Pension Resource Institute, LLC   February 2013 - Present

Skills
401k, Investment Advisory, Retirement Planning

Education
Rockhurst University   2001 — 2003
Master of Business Administration (MBA)

Haneul Aharoni Haneul Aharoni San Francisco, California Details
Haneul Aharoni's Merrill Lynch Experience September 2007 - May 2008
Job Founder of Real Food Kitchen
Industry Banking
Experience
Real Food Kitchen   May 2014 - Present
Rock Your Block   May 2014 - December 2014
Cain Brothers  December 2010 - May 2014
Erasmus Business Network   September 2009 - June 2010
Aegis Capital  June 2008 - August 2008
O2 Max Fitness  March 2008 - June 2008
Merrill Lynch   September 2007 - May 2008
Warren Cowan and Associates   August 2006 - December 2006

Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Mergers & Acquisitions, Start-up Ventures, Start-ups

Education
Rotterdam School of Management, Erasmus University   2009 — 2010
MSc, Finance and Investments

University of Southern California - Marshall School of Business   2005 — 2009
Bachelor of Science in Business Administration, Entrepreneurship, Finance, Management

Derek Grimm, CFP® Derek Grimm, CFP® Orlando, Florida Area Details
Derek Grimm, CFP®'s Merrill Lynch Experience February 2010 - Present
Job Wealth Management Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2010 - Present
Camaraderie Foundation, Inc.   April 2012 - Present
Morgan Stanley Smith Barney  December 2006 - February 2010
TD Ameritrade  June 2002 - December 2006
US Army  August 1992 - April 2004

Skills
Wealth Management, Retirement Planning, Investments, Asset Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, Securities, Series 7, Series 63, Uniform Combined State..., Leadership, 401k Rollovers, Long Term Care Insurance

Education
Rollins College - Crummer Graduate School of Business   2001 — 2006
Master of Business Administration (M.B.A.), Finance, General

University of Central Florida   1999 — 2001
Bachelor of Business Administration (BBA), Finance, General

Lake Mary   1988 — 1992
High school diploma

David DeBerard David DeBerard Palm Beach, Florida Details
David DeBerard's Merrill Lynch Experience May 2012 - August 2012
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  February 2015 - Present
The Eppy Group   November 2013 - August 2014
Merrill Lynch   May 2012 - August 2012
Naish Kiteboarding   January 2007 - December 2011
Davenport Wealth Management   May 2011 - August 2011

Skills
Sales, Marketing, CRM, Research, Economics, Bloomberg, Alternative Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Networking, Finance, Insurance, Health Insurance, Employee Benefits, Whole Life, Universal Life, Customer Service, Customer Satisfaction, Customer Retention, Customer Experience, Retirement, Community Engagement, Bloomberg Terminal, Asset Allocation

Education
Rollins College   2009 — 2013
Economics, Senior

James Turbide James Turbide Glastonbury, Connecticut Details
James Turbide's Merrill Lynch Experience June 2010 - August 2010
Job Operations Manager at FW Webb Company
Industry Wholesale
Experience
FW Webb Company  October 2013 - Present
FW Webb  May 2011 - October 2013
Chafee Center for International Business  February 2011 - May 2011
Merrill Lynch   June 2010 - August 2010
Kellogg Company  May 2010 - August 2010

Skills
Market Research, Supply Chain Management, Operations Management, Retail, Sales, Customer Service, Microsoft Excel, PowerPoint, Strategic Planning, Marketing, Microsoft Office, Team Building, Microsoft Word, New Business Development, Sales Management, Outlook, Budget

Education
Roger Williams University   2007 — 2011
BS, International Business

Westminster School   2004 — 2007
High School Diploma

David Brodsky David Brodsky Washington D.C. Metro Area Details
David Brodsky's Merrill Lynch Experience 2007 - 2008
Job Associate Attorney at Offit Kurman, P.A.
Industry Law Practice
Experience
Offit Kurman, P.A.   December 2014 - Present
K&L Gates  September 2014 - Present
Brodsky Group   May 2013 - September 2014
University of Maryland General Practice Clinic   June 2012 - August 2012
Rhode Island Department of the Attorney General  June 2011 - August 2011
Fried Frank  2009 - 2010
LegalSource LLC  2009 - 2009
Merrill Lynch   2007 - 2008

Skills
Litigation, Legal Writing, Legal Research, Hearings, Westlaw

Education
University of Maryland School of Law   2011 — 2012
Juris Doctor, Law

Rollins College   2005 — 2009
Bachelor's degree, Economics

The London School of Economics and Political Science (LSE)

Bullis

Miranda Sarjeant Miranda Sarjeant New Preston Marble Dale, Connecticut Details
Miranda Sarjeant's Merrill Lynch Experience March 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2015 - Present
American Senior Benefits  June 2014 - March 2015
Corbis  April 2013 - June 2014
Education Service Center Region 15  December 2012 - June 2013
TABS (Tactical Awareness Beacon Systems)   January 2012 - April 2013
Mayflower Inn and Spa  June 2012 - March 2013
South Beach Salon   May 2005 - March 2013
Looking Upwards, Inc.   December 2011 - May 2012
Roger Williams University  September 2011 - December 2011
Merrill Lynch   May 2011 - August 2011

Skills
Social Media, Facebook, Research, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Marketing, Time Management, Event Planning, Sales, Microsoft Excel, Data Entry, Fundraising, Non-profits, Bloomberg, Recruiting, Equities, Executive Support, Workspeed, Hiring, Finance, Financial Planning, Stock Management, Stock Trading, Financial Services, Nonprofits

Education
Roger Williams University   2008 — 2012
Bachelor of Arts, Psychology

Institute at Palazzo Rucellai Firenze   2011 — 2011
International Buisness & Relations, Cross-Cultural Psychology

Shepaug Valley High School   2004 — 2008

Blake Koch Blake Koch Chicago, Illinois Details
Blake Koch's Merrill Lynch Experience May 2010 - August 2010
Job System Z Software Client Leader at IBM
Industry Information Technology and Services
Experience
IBM  May 2014 - Present
Cision  2014 - May 2014
Ricoh  June 2011 - December 2013
Merrill Lynch   May 2010 - August 2010
Sporting Kansas City  January 2010 - May 2010

Skills
Consultative Selling, Solution Selling, Software Sales, Cold Calling, Managed Print Services, Event Planning, Project Coordination, Marketing Communications, Corporate Communications, Financial Planning, Investments, Customer Relations, Customer Service, Sales Operations, New Business Development, Selling, Management, Salesforce.com, SaaS, Marketing, Sales

Education
Rockhurst University   2007 — 2011
Bachelor of Science (BS), Finance Economics

Christian Brothers College High School   2003 — 2007

Zachary Lyons Zachary Lyons Providence, Rhode Island Area Details
Zachary Lyons's Merrill Lynch Experience June 2011 - September 2011
Job Juris Doctorate Candidate at Roger Williams University School of Law
Industry Legal Services
Experience
Saint Philomena School   September 2013 - June 2014
English Opens Doors  February 2013 - July 2013
Newport Harbor Corporation  May 2010 - August 2012
Merrill Lynch   June 2011 - September 2011

Skills
Public Speaking, Spanish, English, Teaching English as a..., English Literature, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Academic Tutoring, Writing, Curriculum Design, Literature, Social Networking, Editing, Facebook

Education
Roger Williams University School of Law   2014 — 2017
Juris Doctorate

Roger Williams University   2010 — 2012
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)

Roger Williams University   2010 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature

Alex Londono Alex Londono Monmouth Junction, New Jersey Details
Alex Londono's Merrill Lynch Experience June 2014 - Present
Job Vice President Associate Wealth Management Specialist at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   June 2014 - Present
Merrill Lynch   September 2012 - June 2014
MetLife Broker Dealer Group  August 2006 - September 2012
MetLife  August 2005 - August 2006
INROADS  June 2000 - August 2005

Skills
Investments, Securities, Mutual Funds, Series 7, PowerPoint, Excel, Strategic Planning, Coaching, Sales Management, Wealth Management, Sales Support, Mentoring, Variable Annuities, Sales Operations, Financial Advisory, Portfolio Management, Microsoft Excel, Alternative Investments, Retirement Planning

Education
Rowan University   2001 — 2005
Bachelor of Science, Accounting

Jim Homyak - PMP Jim Homyak - PMP Greater New York City Area Details
Jim Homyak - PMP's Merrill Lynch Experience March 2008 - Present
Job
Industry Financial Services
Experience
Merrill Lynch   March 2008 - Present
Merrill Lynch   September 2006 - March 2008
Merrill Lynch   June 2005 - September 2006
Merrill Lynch   June 2004 - July 2005
Merrill lynch   July 2003 - June 2004
SEI Investments  October 2000 - July 2002

Skills
Visio, Six Sigma, Risk Management, Business Process..., Program Management, Cross-functional Team..., PMP, Vendor Management, Disaster Recovery, Business Analysis, SDLC, Project Management, Management, MS Project, Business Intelligence, Process Improvement

Education
The George Washington University - School of Business   2002 — 2006
MS

Rowan University   1998 — 2000
BS

Beth Salerno Beth Salerno Clifton, New Jersey Details
Beth Salerno's Merrill Lynch Experience
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  

Skills
Wealth Management, Investments, Retirement Planning, Team Building, Series 63, Series 7, Mutual Funds, Uniform Combined State..., Equities

Education
Rowan University   1972 — 1976
Bachelor of Arts (BA), Marketing/Marketing Management, General

Sergei Bevz Sergei Bevz Hartford, Connecticut Area Details
Sergei Bevz's Merrill Lynch Experience November 2006 - December 2011
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  September 2013 - Present
Scottrade  September 2013 - Present
Merrill Lynch   November 2006 - December 2011
Morgan Stanley  March 2005 - October 2006

Skills
Retirement Planning, Mutual Funds, 401k Rollovers, Financial Analysis, Business Strategy, Securities, Financial Services, Equities, Finance, Investment Advisory, Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Wealth Management, Investment Strategies, Series 7, Series 63, Asset Management

Education
University of Vermont   2000 — 2003
Business Administration, Finance

Rollins College   1998 — 2000
International Business, Finance

Brewster Academy   1994 — 1998
High School, College Prep

Kimberly De Gennaro (Stowers) Kimberly De Gennaro (Stowers) Greenwich, Connecticut Details
Kimberly De Gennaro (Stowers)'s Merrill Lynch Experience June 1997 - August 1997
Job Sales Operations Aegis Capital Ventures at Aegis Capital
Industry Information Technology and Services
Experience
Aegis Capital  December 2014 - Present
Spencer Trask  May 2011 - December 2014
Morgan Stanley  October 2008 - December 2008
UBS Investment Bank  September 2004 - April 2007
JPMorgan  1998 - 2004
JP Morgan Chase & Co.   1998 - 2004
Merrill Lynch Europe  September 1997 - December 1997
Merrill Lynch   June 1997 - August 1997
IBM  1996 - 1996

Skills
Cross-functional Team..., Program Management, PMO, Strategy, Strategic Planning, Leadership, Executive Management, Start-ups, Strategic Partnerships, Entrepreneurship, E-commerce

Education
Rollins College   1994 — 1998
Honors BA, Computer Science, Spanish

Dr. Phillips High School   1990 — 1994

Kimberly deLeon Kimberly deLeon New York, New York Details
Kimberly deLeon's Merrill Lynch Experience September 2010 - December 2010
Job Associate International Merchant at American Eagle Outfitters
Industry Retail
Experience
American Eagle Outfitters  March 2014 - Present
American Eagle Outfitters  March 2012 - March 2014
American Eagle Outfitters  May 2011 - March 2012
Armani Exchange  June 2005 - March 2011
Rollins College  September 2010 - December 2010
Merrill Lynch   September 2010 - December 2010
Armani Exchange  May 2010 - August 2010
Complete Health and Chiropractic Center   2007 - 2008

Skills
Microsoft Excel, Spreadsheets, PowerPoint, Sales, Customer Service, Accounting, Management, Market Research, Microsoft Office, Marketing, Human Resources, Finance, Microsoft Word, Project Planning, Recruiting

Education
Rollins College   2006 — 2010
BS, Mathematics

The Pennington School   2002 — 2006

Dagan Nolan Dagan Nolan Greater Chicago Area Details
Dagan Nolan's Merrill Lynch Experience August 2010 - December 2010
Job Senior Manager of Sales Effectiveness at Nielsen
Industry Market Research
Experience
Nielsen  July 2015 - Present
Sears Holdings Corporation  August 2013 - Present
Sears Holdings Corporation  April 2012 - August 2013
Sears Holdings Corporation  March 2011 - April 2012
Merrill Lynch   August 2010 - December 2010

Skills
Analysis, Mathematical Modeling, Inventory Management, Retail, JDA, Data Analysis, Market Research, Forecasting, Problem Solving, Financial Analysis, Spreadsheets, Excel, PowerPoint, Word, Microsoft Office, Process Improvement, Social Media, Space Planning, Microsoft Excel, Inventory Control, Analytics

Education
Roosevelt University   2008 — 2010
BA, Mathematics

Nancy Kellogg Gray Nancy Kellogg Gray Greater New York City Area Details
Nancy Kellogg Gray's Merrill Lynch Experience May 1997 - July 2012
Job Development at The Metropolitan Opera
Industry Performing Arts
Experience
The Metropolitan Opera  August 2011 - Present
Merrill Lynch   May 1997 - July 2012

Skills
Series 7, Equities, Fixed Income, Portfolio Management, Wealth Management, Investments, Mutual Funds, Derivatives, Securities, Series 63, Hedge Funds, Asset Management, Alternative Investments

Education
Vassar   1969 — 1972
Bachelor of Arts (B.A.), Anthropology

Rollins College   1968 — 1969

Robyn Lillehei Robyn Lillehei Corvallis, Oregon Area Details
Robyn Lillehei's Merrill Lynch Experience June 1984 - July 1986
Job Fee only registered Investment Advisor
Industry Investment Management
Experience
Lillehei Investments Inc   January 1991 - Present
Avalon Wine   December 2010 - March 2012
BC Ziegler  February 1991 - September 1998
Shearson Lehman Brothers  August 1986 - December 1990
Merrill Lynch   June 1984 - July 1986
Dorsey & Company, Inc   August 1982 - June 1984

Skills
Portfolio Management, Investment Advisory, Wealth Management, Fixed Income, Trading, Multi-generational..., Mutual Funds, Customer Service, Municipal Budgeting, Series 24, Series 7, Series 63, Strategic Planning, Public Speaking, Neighborhood Planning, Leadership, Nonprofits, Microsoft Office, Editing

Education
University of Iowa   1980 — 1982
MA, Zoology

Rockefeller University   1978 — 1980
Zoology/Animal Biology

University of Wisconsin-Madison   1974 — 1976
B.S. with Honors, Psychology

University of Minnesota-Twin Cities   1972 — 1974
Pre-Engineering

Edina High School   1969 — 1972

Mike Veith, CFA Mike Veith, CFA Cincinnati, Ohio Details
Mike Veith, CFA's Merrill Lynch Experience February 2004 - February 2015
Job Managing Director at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd.   February 2015 - Present
Merrill Lynch   February 2004 - February 2015

Education
Rollins College - Crummer Graduate School of Business   2001 — 2003
MBA, Finance

Rollins College   1998 — 2001
B.A., Economics

University of Notre Dame   1997 — 1998

St. Xavier High School   1993 — 1997

Doug Roth Doug Roth Richmond, Virginia Area Details
Doug Roth's Merrill Lynch Experience January 1983 - June 1983
Job Market President
Industry Banking
Experience
BB&T  June 1999 - Present
BB&T  January 1992 - January 1999
BB&T  January 1989 - January 1992
Sun Trust National Bank   January 1984 - January 1989
The Kirchman Corporation  June 1983 - December 1983
Merrill, Lynch  January 1983 - June 1983

Skills
Leadership, Banking, Loans, Business Development, Management, Portfolio Management, Marketing Strategy, Commercial Lending, Finance, Strategic Planning, Commercial Banking, Credit, Sales, Risk Management, Credit Analysis, Small Business, Wealth Management, Retail, Marketing, Sales Management, New Business Development

Education
Stonier Graduate School of Banking, University of Delaware   1996 — 1997
MBA, Finance

UNC-Chapel Hill   1992 — 1992

Rollins College - Crummer Graduate School of Business   1983 — 1987
MBA, Finance

Rollins College   1979 — 1983
B.A, Business Administration and Economics

Weston High School

Rossy Burgin Rossy Burgin Denver, Colorado Details
Rossy Burgin's Merrill Lynch Experience May 2005 - February 2006
Job Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners  February 2014 - Present
JP Morgan  2011 - June 2013
JDS Holdings/CNL Financial Group   May 2006 - May 2011
Merrill Lynch   May 2005 - February 2006
Eurobank, Bulgaria   2004 - 2004

Skills
Valuation, Investments, Portfolio Management, Financial Reporting, Capital Markets

Education
Rollins College - Crummer Graduate School of Business   2004 — 2006
MBA, Finance

Sofia University St. Kliment Ohridski   1998 — 2002
BA, Economics

Devendra Acharekar Devendra Acharekar Greater Chicago Area Details
Devendra Acharekar's Merrill Lynch Experience September 2007 - February 2008
Job Student at Roosevelt University
Industry Banking
Experience
Merrill Lynch   September 2007 - February 2008
ABN AMRO (LaSalle Bank) North America   February 2007 - August 2007

Education
Roosevelt University   2006 — 2008
MBA, Finance

Cherylynne Lagomarsino Cherylynne Lagomarsino Greater Philadelphia Area Details
Cherylynne Lagomarsino's Merrill Lynch Experience June 2000 - June 2001
Job Pharmaceutical Sales Professional at Boehringer Ingelheim Pharmaceuticals
Industry Pharmaceuticals
Experience
Boehringer Ingelheim Pharmaceuticals  November 2004 - October 2011
Rollins College  June 2001 - October 2004
Merrill Lynch   June 2000 - June 2001

Skills
Cardiology, Pharmaceutical Sales, Hospital Sales, Public Speaking, Account Management

Education
Rollins College   1996 — 2000
BA, Anthropology

Aaron X. Montano, CAIA Aaron X. Montano, CAIA Greater New York City Area Details
Aaron X. Montano, CAIA's Merrill Lynch Experience May 2003 - August 2003
Job Vice PresidentClient Relations
Industry Financial Services
Experience
AllianceBernstein  October 2005 - Present
Merrill Lynch   May 2003 - August 2003

Skills
Hedge Funds, CAIA, Alternative Investments, Equities, Equity Research

Education
Rollins College - Crummer Graduate School of Business   2003 — 2005
MBA, Finance

The University of New Mexico   1998 — 2002
Bachelor of Science (B.S.), Finance, General

Brandon Hollis Brandon Hollis Titusville, Florida Details
Brandon Hollis's Merrill Lynch Experience 2010 - 2011
Job Software Business Consultant at Trademark Recruiting
Industry Information Technology and Services
Experience
Trademark Recruiting   2012 - Present
PNC Mortgage  2011 - 2012
Christian Care Ministry  September 2005 - May 2011
Merrill Lynch   2010 - 2011
TEKsystem Software Business Consultant   February 1998 - August 2005

Skills
VBA, SQL Server, Excel, Process Automation, Software Development, SQL, Access, Programming, Databases, Process Improvement, Analysis, Problem Solving, Microsoft Office, Integration, Data Analysis, Microsoft SQL Server, Business Process, Data Center, Business Analysis, Program Management, Data Warehousing, Visio, SDLC, Microsoft Excel

Education
Rose-Hulman Institute of Technology   1990 — 1994
BSME, Mechanical Engineering

McCutcheon High School   1986 — 1990

Michele Gaymon Michele Gaymon Pennington, New Jersey Details
Michele Gaymon's Merrill Lynch Experience October 1993 - 1997
Job Client Service Manager Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America  April 2015 - Present
Bank of America  1997 - Present
Merrill Lynch   October 1993 - 1997

Skills
Financial Services, Writing, Retirement Benefits, Employee Training, Service Operations, Accurate Record Keeping, Payroll, Mutual Funds, 401k, Superior Client Service, International Travel, Creative Writing, Community Outreach, Risk Management, Management, Project Management, Public Speaking, Microsoft Word, Microsoft Office, Leadership, Customer Service, Team Building, Financial Analysis

Education
Burlington County College   2014 — 2014
Leadership Management Certification

Rutgers, The State University of New Jersey - Rutgers Business School   1988 — 1993
Bachelor's degree, Marketing

Barbara Kee Barbara Kee Greater New York City Area Details
Barbara Kee's Merrill Lynch Experience 2002 - 2006
Job Sales Person at Larry Kahn Real Estate, Inc.
Industry Investment Banking
Experience
Larry Kahn Real Estate, Inc.   August 2012 - Present
Panache Resources   2006 - Present
Merrill Lynch   2002 - 2006
Deutsche Bank  1998 - 2002
Lehman Brothers  1996 - 1998

Education
Rowan University   1984 — 1989

Paul N. Gould Paul N. Gould Morrisville, Pennsylvania Details
Paul N. Gould's Merrill Lynch Experience February 2005 - March 2008
Job Lincoln Financial Group, Lincoln Retirement Plan Services
Industry Financial Services
Experience
Lincoln Financial Advisors  May 2008 - Present
Merrill Lynch   February 2005 - March 2008
Merrill Lynch   March 2004 - February 2005
Merrill Lynch   January 2001 - March 2004
Prudential Financial  May 1998 - January 2001
Sands   1994 - 1998

Education
Roger Williams University   1990 — 1994
Bachelor of Science, Management

Darcey Callender Darcey Callender Tampa, Florida Details
Darcey Callender's Merrill Lynch Experience August 2013 - Present
Job Senior Registered Client Service Associate
Industry Financial Services
Experience
Merrill Lynch   August 2013 - Present
Morgan Stanley Private Wealth Management  September 2005 - July 2013
Merrill Lynch   October 1996 - August 2005
Merrill Lynch   May 1995 - August 1996
Merrill Lynch   September 1993 - May 1995

Skills
Series 7, Series 63, Financial Services, FINRA, Retirement, Wealth Management..., Social Media Marketing, Trading, Financial Advisory, Strategic Financial..., Divorce, Widows, High Net Worth..., IRAs, 529 Plans, Saving for Education, Banking, Finance, Wealth Accumulation, Personal Financial..., Financial Goals, Wealth Management

Education
Rollins College   1989 — 1993
BS, Sociology with a minor in Psychology

Wells College   1991 — 1992
Florence, Italy

Madeira School   1985 — 1989

Dan McEachern Dan McEachern Elkhart, Indiana Details
Dan McEachern's Merrill Lynch Experience August 2009 - July 2012
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank NA  August 2014 - Present
JPMorgan Chase  December 2013 - July 2014
Fifth Third Securities  July 2012 - December 2013
Merrill Lynch   August 2009 - July 2012
PGA of America  April 2001 - June 2011
UBS Wealth Management  April 2007 - August 2009
The Country Club of Orlando   May 2001 - February 2007

Education
Rollins College   1992 — 1997
BA, Economics

Canterbury HS   1990 — 1992

Matthew Harrigan Matthew Harrigan Greater New York City Area Details
Matthew Harrigan's Merrill Lynch Experience December 2008 - May 2009
Job Owner at Reminisce Antiques
Industry Financial Services
Experience
Reminisce Antiques   January 2010 - Present
Financial Advisor  May 2009 - January 2010
Merrill Lynch   December 2008 - May 2009
Wachovia Securities, LLC  November 2005 - December 2008
Legg Mason Wood Walker  February 2005 - November 2005
Constitution Capital Corp.   May 2000 - February 2005
Constitution Capital Corp.   June 1998 - May 2000

Skills
Account Management, Customer Service, Investments, Marketing, Sales, Sales Management, Strategic Planning, Team Building

Education
Roger Williams University   1994 — 1998
BA, Criminal Justice

Christine Peli Christine Peli Greater New York City Area Details
Christine Peli's Merrill Lynch Experience eBusiness InternSubaru of America2003 - 2004
Job Online Fraud Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   eBusiness InternSubaru of America2003 - 2004

Education
Rowan University   2000 — 2004

Angela Kahn Angela Kahn Orlando, Florida Area Details
Angela Kahn's Merrill Lynch Experience November 1998 - November 2000
Job Consultant
Industry Education Management
Experience
Hannover Life Reassurance Company of America  September 2015 - Present
Sunfire Communications, Inc   2015 - Present
OCPS  August 2007 - August 2015
Orange County Public Schools  August 2005 - August 2007
Merrill Lynch   November 1998 - November 2000
Merrill Lynch   September 1997 - November 1998

Skills
Voice Over, Presentations, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Prezi, Curriculum Design, Curriculum Development, Educational Technology, Educational Leadership, Differentiated..., K-12, Reading Intervention, Reading Plus, Professional..., Promethean Board, Edusoft, SMS, Classroom Management, Web 2.0, Lesson Planning, Literacy, Classroom, Public Speaking, Educational Consulting, Tutoring, Teaching, Microsoft Office, Coaching, Training, Management

Education
Rollins College   2003 — 2005
Bachelor of Arts (BA), English Literature, 3.5

Valencia Community College   2001 — 2003
Associate of Arts (AA), Education, 4.0

Ken Bright Ken Bright Lumberton, New Jersey Details
Ken Bright's Merrill Lynch Experience April 1999 - July 1999
Job Pegasus & Network Support at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters  September 2008 - Present
Thomson Reuters  September 2008 - February 2010
FMC Corporation  December 2007 - August 2008
P&P Transport, Inc.   August 1999 - October 2007
Merrill Lynch   April 1999 - July 1999
Judge Computer Corp.   1986 - 1994

Skills
Active Directory, Citrix, Troubleshooting, Operating Systems, Servers, Linux, Backup Exec, Networking, VMware ESX, VMware, Software Installation, XP, Hardware

Education
Rowan College at Burlington County   1982 — 1985
AAS, Electronics Technology

Jeanne Yoa-Reese Jeanne Yoa-Reese Greater New York City Area Details
Jeanne Yoa-Reese's Merrill Lynch Experience December 1975 - July 1985
Job Director HR at Asphalt Green
Industry Human Resources
Experience
Asphalt Green  October 2003 - Present
Goldman Sachs  July 1985 - December 2001
Merrill Lynch   December 1975 - July 1985

Skills
Deferred Compensation, Talent Management, Human Resources, Leadership Development, Recruiting, Non-profits, Employee Relations, Training, Leadership, Public Speaking, HRIS, Coaching, Management, Nonprofits, Team Building, Workshop Facilitation

Education
Rosemont College
Bachelor's degree, English Literature

Heriberto Diaz Heriberto Diaz Greater Chicago Area Details
Heriberto Diaz's Merrill Lynch Experience September 2001 - February 2009
Job •Infrastructure & Architecture Group ABN AMRO Clearing Chicago LLC
Industry Financial Services
Experience
VCE  July 2015 - Present
HIMSS  June 2014 - May 2015
ABN AMRO Clearing Chicago LLC  January 2011 - May 2014
SunGard Availability Services  August 2010 - February 2011
Merrill Lynch   September 2001 - February 2009
Merrill Lynch   January 2001 - January 2009
Allstate  January 1999 - January 2001
Investment Technology   January 1997 - January 1999
US Robotics  1997 - 1999

Skills
Disaster Recovery, Active Directory, VMware, Windows Server, Consulting, Data Center, Business Continuity, XP, Networking, Vendor Management, Windows XP, Information Technology, IT Strategy, Enterprise Software, Software Installation, Security, VMware Infrastructure, Business Analysis, Cisco Technologies, Microsoft Certified..., Storage Area Networks, Hardware, System Deployment, Virtualization, Infrastructure, Servers, Integration, SharePoint, SDLC, Microsoft Exchange, Windows, Microsoft SQL Server, CCNA, System Administration, VMware ESX, DNS, Incident Management

Education
Mc Cormick

MicroTrain

Roosevelt University
General Studies

University of Phoenix
2007, 2008General Studies

Vincent Grout Vincent Grout Green Bay, Wisconsin Area Details
Vincent Grout's Merrill Lynch Experience May 1985 - May 1990
Job Director of Development Communications at NMU Foundation
Industry Fund-Raising
Experience
NMU Foundation   July 2008 - Present
Northern Michigan University  October 2006 - June 2008
Merrill Lynch   May 1985 - May 1990

Skills
Higher Education, Grant Writing, Fundraising, Editing, Writing, Press Releases, Newsletters, Non-profits, Marketing Communications, Public Relations, Copy Editing, Copywriting, Proofreading, Public Speaking, Journalism, Event Management, Research, Brochures, Technical Writing, Interviewing, Stewardship, Annual Giving, Advertising, PowerPoint, Donor Relations, Strategic Planning, Marketing Strategy, Strategic Communications, Publications, Proposal Writing, Grants, Customer Relations, Internal Communications, Communications Strategy, Direct Mail, Integrated Marketing, Nonprofits

Education
Roosevelt University   1987 — 1991
Literature/Social Sciences

Eureka College   1977 — 1978
Humanities

Thornton Fractional South High School   1973 — 1977

Stephanie (MacNeal) Catalano Stephanie (MacNeal) Catalano New York, New York Details
Stephanie (MacNeal) Catalano's Merrill Lynch Experience May 2004 - August 2012
Job Former Director, Head of Alternative Investments Strategic and Product Marketing at Merrill Lynch (8+ years at the Firm)
Industry Financial Services
Experience
Merrill Lynch   May 2004 - August 2012
Travelers Life & Annuity  July 1997 - May 2004
Conde Nast  February 1996 - July 1997
Wyeth Ayerst Laboratories  July 1993 - February 1996

Skills
Alternative Investments, Hedge Funds, Strategic Planning, Budgeting, Product Marketing, Strategic Marketing, National Account..., Marketing Strategy, Market Research, Strategy, Budgets, Marketing, Account Management, Sales, Brand Management, Leadership, Investments, Process Improvement

Education
Rosemont College   1989 — 1993
BA, Political Science with a Business Minor

Steve Mullen Steve Mullen Raleigh-Durham, North Carolina Area Details
Steve Mullen's Merrill Lynch Experience June 1995 - September 2000
Job Director Mobility at MetLife
Industry Insurance
Experience
MetLife  June 2014 - Present
BNY Mellon  September 2000 - May 2014
Bank of New York Mellon  September 2000 - May 2014
Pershing, a BNY Mellon company  2001 - 2006
Merrill Lynch   June 1995 - September 2000
Goldman Sachs  June 1992 - May 1995

Skills
Compliance, Messaging, Mergers, IT Strategy, Program Management, IT Governance, IT Management, Collaboration, Social Media, Risk Management, Project Portfolio..., Management, Portfolio Management, Mergers & Acquisitions, Mobile Devices, Enterprise Architecture, Project Management, SharePoint, Outsourcing, Vendor Management, Technical Support, Disaster Recovery, Strategic Planning, Team Leadership, Governance, Product Management, Contract Negotiation, Telecommunications, ITIL, Information Security, Executive Management, Project Delivery, Budgets, Infrastructure, Troubleshooting, Information Technology, CRM, Team Management, Information Security..., Change Management, Business Process..., Project Planning, Leadership, Finance, Business Continuity, Asset Management, Enterprise Software, Financial Services, Process Improvement, Resource Management

Education
Roger Williams University   1988 — 1992
BS, Computer Information Systems / Finance

Jennifer Dahlgard Jennifer Dahlgard Greater Denver Area Details
Jennifer Dahlgard's Merrill Lynch Experience June 2007 - February 2008
Job Conversion Manager at Trust Company of America
Industry Financial Services
Experience
Trust Company of America  October 2014 - Present
AllianceBernstein  August 2009 - September 2014
Alliance Bernstein  March 2008 - August 2009
Merrill Lynch   June 2007 - February 2008
Roger Williams University  January 2007 - May 2007
UBS  June 2006 - August 2006

Skills
Bloomberg, Fixed Income, Equities, Asset Allocation, Portfolio Management, Series 7, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Investment Management, Series 63, Investments, Investment Strategies, Wealth Management, Securities, Financial Modeling, Trading, Equity Research, Customer Service

Education
Roger Williams University   2003 — 2007
BS, Finance, 3.7/4.0

Martha DeForge Martha DeForge Greater New York City Area Details
Martha DeForge's Merrill Lynch Experience January 2009 - May 2012
Job Six Sigma Master Black Belt at Verizon
Industry Financial Services
Experience
Verizon  May 2012 - Present
Merrill Lynch   January 2009 - May 2012
Merrill Lynch   April 2007 - January 2009

Education
Rockford College   1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Alex Dunlap Alex Dunlap Jacksonville Beach, Florida Details
Alex Dunlap's Merrill Lynch Experience 2003 - 2011
Job Private Bank SE Region Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney  April 2011 - Present
Merrill Lynch   2003 - 2011
WaMu  2002 - 2003

Skills
Series 7, Series 24, Series 63, Series 66, Commercial Lending, Residential Mortgages, Financial Sales

Education
Rollins College - Crummer Graduate School of Business   2001 — 2003
Master of Business Administration (M.B.A.), Finance

The University of Tennessee at Chattanooga   1995 — 2001
Bachelor of Arts (BA), Foreign Languages and Literatures, General

The McCallie School   1989 — 1995

Austin Filley Austin Filley Greater Omaha Area Details
Austin Filley's Merrill Lynch Experience June 2010 - August 2010
Job Grain Merchandiser
Industry Financial Services
Experience
DeBruce Grain, Inc.   February 2011 - Present
Merrill Lynch   June 2010 - August 2010
Mitchell Capital Management   September 2007 - January 2009
Vector Marketing  February 2007 - September 2007

Education
Rockhurst University   2005 — 2008

Sheila D. Hall Sheila D. Hall Philadelphia, Pennsylvania Details
Sheila D. Hall's Merrill Lynch Experience July 1996 - July 1997
Job HR Administrator at University of Pennsylvania
Industry Higher Education
Experience
University of Pennsylvania  November 2011 - Present
Neighborhood Advisory Sub-Committee (NASC)   April 2010 - Present
Block Captains' Committee of Nicetown (BCCN)   2009 - Present
Premiere Property Management, LLP; Premiere Interiors   January 2008 - Present
Philadelphia Commercial Development Corporation  January 2008 - June 2009
University of Pennsylvania  2003 - 2008
Delaware Investments  July 1997 - October 2001
Merrill Lynch   July 1996 - July 1997

Skills
Small Business, Microsoft Office, Real Estate, Event Planning, Excel, Fundraising, Public Speaking, Non-profits, Customer Relations, Writing, PowerPoint, Word, Planning, Outlook, Budgeting, Administration, Problem Solving, Access, Negotiation, Customer Service, Event Management, Proposal Writing, Product Development, Social Networking

Education
Rosemont College
Bachelor's (Liberal Arts), Business Comunications

University of Pennsylvania
Master's (Liberal Arts), Urban Studies/Affairs

Gail Kennedy Gail Kennedy Greater New York City Area Details
Gail Kennedy's Merrill Lynch Experience July 2007 - December 2008
Job Financial Rep at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network  March 2009 - Present
Merrill Lynch   July 2007 - December 2008
Knight Capital Group  September 2003 - June 2006

Education
Rollins College   1999 — 2003
BA, International Business

Matthew J. Riti, PMP Matthew J. Riti, PMP Secaucus, New Jersey Details
Matthew J. Riti, PMP's Merrill Lynch Experience June 1999 - October 1999
Job Assistant Director at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young  April 2012 - Present
SHI  January 2009 - May 2011
Computershare  May 2005 - June 2008
EquiServe  2003 - 2005
EquiServe  December 1999 - May 2003
Merrill Lynch   June 1999 - October 1999
Prudential Financial  June 1993 - June 1999
Prudential Financial  February 1990 - May 1993

Skills
SharePoint, Vendor Management, Change Management, SDLC, ITIL, Business Analysis, PMP, Leadership, Data Warehousing, IT Management, Risk Management, Strategic Planning, Project Planning, Business Process..., Contract Negotiation, Analysis, IT Strategy

Education
The George Washington University   1998 — 2003
Masters Certificate Information Technology Project Management

Rowan University   1981 — 1985
Bachelor of Science, Business Administration

Patrick Devlin Patrick Devlin Greater Chicago Area Details
Patrick Devlin's Merrill Lynch Experience November 1990 - November 1992
Job Network Engineer at Sincera Consulting, LLC
Industry Restaurants
Experience
Sincera Consulting, LLC  February 2013 - Present
Giovanni's  November 2011 - December 2012
Rosebud Restaurants/Carmine's on Rush   June 2008 - May 2011
Blue Financial   July 2006 - February 2008
Arizona Eye Center and Rejuvenation Medical Spa   January 2006 - June 2006
Heaven's Best Carpet and Upholstery Cleaning   June 2003 - June 2006
8150/Garton's Saloon   November 1992 - February 2004
Merrill Lynch   November 1990 - November 1992

Skills
Customer Service, Strategic Planning, Sales Management, Business Development, Sales, Management, Marketing, Entrepreneurship, Public Speaking, Time Management, Human Resources, Food, Purchasing, Cold Calling, Training, Leadership, Inventory Management, Account Management, Team Building, Budgets, New Business Development, Team Leadership, Networking

Education
Rockhurst University   1984 — 1989

Mount Michael Benedictine High School   1980 — 1984

Brett Caracciolo Brett Caracciolo Greater New York City Area Details
Brett Caracciolo's Merrill Lynch Experience 1985 - 2008
Job Director of Data Governance at Bank of TokyoMitsubishi UFJ
Industry Hospital & Health Care
Experience
Bank of Tokyo-Mitsubishi UFJ  June 2010 - Present
NYC Health & Hospital Corporation  November 2008 - June 2010
Merrill Lynch   1985 - 2008

Skills
Business Intelligence, Databases, Data Warehousing, Enterprise Software, Leadership, Software Development, Management, Data Migration, Data Modeling, Data Center, Governance, DB2, Data Quality, Master Data Management, Data Governance

Education
Rowan University   1981 — 1985
BS, BS - Computer Science & Business Administration

Linda Skilton Linda Skilton Greater New York City Area Details
Linda Skilton's Merrill Lynch Experience May 2005 - February 2009
Job Expense Processor at Miele Corporation
Industry Financial Services
Experience
Miele Corporation   March 2011 - Present
Merrill Lynch   May 2005 - February 2009
Merrill Lynch   November 1998 - May 2005
Merrill Lynch   October 1997 - November 1998

Education
Rowan College at Burlington County   1985 — 1995
AS, Business Administration

Brittany Glenos Brittany Glenos Jacksonville, Florida Details
Brittany Glenos's Merrill Lynch Experience March 2014 - Present
Job Investment Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2014 - Present
National Financial Services Group  November 2010 - March 2014
National Student Leadership Forum   June 2009 - August 2009
University of North Florida  May 2008 - August 2008

Skills
Equities, Estate Planning, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Life Insurance, Mutual Funds, Retirement Planning, Risk Management, Securities, Small Business, Social Media, Wealth Management

Education
Rollins College   2006 — 2010
BA, International Relations

Universite De La Sorbonne   2009 — 2009
French language and culture

The Bolles School

martha mcgrath martha mcgrath Greater Atlanta Area Details
martha mcgrath's Merrill Lynch Experience 1986 - 1987
Job Investment Division at State of Georgia
Industry Computer Software
Experience
State of Georgia  June 2009 - Present
Bottomline Technologies  April 2008 - June 2009
Optio Software  2000 - 2008
State of Georgia -Investment Division   1995 - 2000
Boston Financial Data Services  1993 - 1995
State Street Bank  1990 - 1993
IBM  1987 - 1990
Merrill Lynch   1986 - 1987
John Blair Television   1984 - 1986

Education
Rosemont College   1979 — 1983
BA, Humanities

Adam Rosatti Adam Rosatti Greater New York City Area Details
Adam Rosatti's Merrill Lynch Experience June 2011 - July 2011
Job AGM at Plaza Auto Mall
Industry Automotive
Experience
Plaza Auto Mall  January 2013 - Present
Brooklyn Knight Insurance Brokerage   December 2014 - Present
BurgerFi  March 2013 - Present
BurgerFi  June 2011 - December 2014
Plaza Auto Mall  May 2009 - December 2014
Merrill Lynch   June 2011 - July 2011
Vic & Angelo's   May 2008 - January 2009

Skills
International Business, Internet Strategy, IT Operations, Budgeting, E-commerce, Problem Solving, Security, Executive Management, Budgets, Competitive Analysis, Business Planning, Management, Negotiation, Strategic Planning, Operations Management, IT Strategy, Leadership, Cloud Computing, Team Building, Customer Satisfaction, CRM, Sales Management, Training, Recruiting, New Business Development, Entrepreneurship, Enterprise Software, Retail, Automotive, Online Marketing, Customer Retention, Online Advertising, Marketing, Project Management, Profit, Sales Process, Team Leadership, Sales Operations, Pricing, Integration, Process Improvement, Social Networking, Project Planning

Education
Rollins College   2008 — 2012
Bachelor

NADA University   2012 — 2012
Graduated

Don Quijote School   2010 — 2010

The Benjamin School   2004 — 2008
Diploma

Jeanne Leyden Jeanne Leyden Chicago, Illinois Details
Jeanne Leyden's Merrill Lynch Experience September 1997 - May 2002
Job Trust Administrative Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   March 2013 - Present
Michaels & May, P.C.   November 2004 - February 2013
Fedota, Childers & May, P.C.   July 2002 - November 2004
Merrill Lynch   September 1997 - May 2002
IPC Group n/k/a CRA   February 1990 - June 1992
RR Donnelley  July 1987 - March 1989
GTE Directories  December 1983 - July 1987

Skills
Commercial Litigation, Depositions, Litigation Support, Civil Litigation, Trials, Litigation Management, Courts, Legal Assistance, Insurance, PACER, Westlaw, Cite Checking, ECF, Docketing, Shepardizing, Trial Exhibits, Notary Public, Microsoft Office 2007, LexisNexis, Juris, Trusts, Charitable Trusts

Education
Roosevelt University   1989 — 1990
Certificate, Lawyer's Assistant Program - Litigation, Honors Certificate

University of Illinois at Urbana-Champaign - College of Business   1979 — 1983
BS, Bus. Admin.

Daniel Brandt Daniel Brandt Greater New York City Area Details
Daniel Brandt's Merrill Lynch Experience January 1981 - October 1991
Job VP & QA Lead Electronic Trading Services Global Equity Capital Markets Front/Middle Office products at Jefferies & Co.
Industry Information Technology and Services
Experience
Jefferies & Company, Inc.   August 2010 - Present
Bear Stearns/JPMorgan   March 1996 - 2009
Telekurs (North America)   January 1992 - November 1995
Merrill Lynch   January 1981 - October 1991

Skills
Software Quality..., Trading Systems, Integration, Analysis, Testing, Trading, IT Strategy, SDLC, Portfolio Management, Software Development, Quality Assurance, Fixed Income, Program Management

Education
Roger Williams University
BA, Management

Charles Lucas Charles Lucas New York, New York Details
Charles Lucas's Merrill Lynch Experience June 2009 - August 2009
Job Assistant Vice President at DBRS
Industry Financial Services
Experience
DBRS  August 2013 - Present
DBRS  January 2012 - August 2013
DBRS  January 2011 - December 2011
DBRS  August 2010 - January 2011
Merrill Lynch   June 2009 - August 2009

Skills
Capital Markets, Fixed Income, Structured Finance, Financial Modeling, Valuation, Financial Analysis, Bonds, Investment Banking, Credit Analysis, Corporate Finance, Corporate Development, Finance, Bloomberg, Financial Institutions

Education
Roger Williams University   2006 — 2010
Bachelor of Science (BS), Finance and Financial Management Services, Dean's List

Ron McDonald Ron McDonald Provo, Utah Area Details
Ron McDonald's Merrill Lynch Experience October 1985 - December 2011
Job Retired Investment Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 1985 - December 2011

Skills
Leadership, Public Speaking, Customer Service, Team Building, Entrepreneurship, Management

Education
Roger Williams University   1983 — 1985
Bachelor of Business Administration (B.B.A.), 3.95

Charlie Cote, PPC™ Charlie Cote, PPC™ Greater New York City Area Details
Charlie Cote, PPC™'s Merrill Lynch Experience June 1996 - May 1998
Job VP Retirement Plan Sales, American Funds / Capital Group
Industry Financial Services
Experience
American Funds Distributors, Inc.   January 2014 - Present
American Funds Distributors, Inc.   November 2011 - December 2013
American Funds Distributors, Inc.   February 2006 - October 2011
MassMutual Retirement Services  July 2004 - February 2006
Principal Financial Group, Retirement Services   June 1998 - July 2004
Merrill Lynch   June 1996 - May 1998

Skills
Series 7, Mutual Funds, Retirement Planning, Retirement, Investments, Sales, 401k, Finance, Business Development, Series 63, Management, Asset Allocation, Wealth Management, Financial Services, Asset Management, Series 65, Series 26, Variable Annuities, Defined Benefit, Defined Contribution, Non-Qualified Deferred..., Mergers & Acquisitions, Spin-offs, Cash Balance

Education
Roger Williams University
Bachelor's Degree, Business Management

Alexander Duong Alexander Duong Greater Los Angeles Area Details
Alexander Duong's Merrill Lynch Experience October 2010 - December 2010
Job Thrive Market Merchandising
Industry Food & Beverages
Experience
Thrive Market  November 2014 - Present
Artful Planters   April 2012 - November 2014
Whole Foods Market  June 2013 - October 2014
Grainger  December 2012 - May 2013
Garden School Foundation  October 2011 - May 2013
Lucky Pacific Oil Corporation   March 2006 - May 2013
Artful Planters   March 2012 - September 2012
WWOOF  June 2011 - August 2011
Merrill Lynch   October 2010 - December 2010
Comcast Cable  June 2010 - August 2010

Skills
Microsoft Excel, PowerPoint, Research, Entrepreneurship, Social Media, Project Management, Public Speaking, Microsoft Word, Strategic Planning, Marketing, Financial Analysis, Leadership, Sales, Team Leadership, Data Analysis, Market Research, Analysis, Social Media Marketing, Urban Gardening, Nonprofits, Social Entrepreneurship, Social Enterprise, Competitive Analysis, CRM, Sustainability, Business Analysis, PeopleSoft Financial, Windows Sharepoint..., Microsoft Office, Start-ups, Business Strategy, Customer Service, Management, Social Networking

Education
University of Southern California - Marshall School of Business   2010 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship & International Relations

RSM Erasmus Universiteit / Rotterdam School of Management   2011 — 2011
Bachelors, International Business Management

Granada

Vincent Capone Vincent Capone Greater Philadelphia Area Details
Vincent Capone's Merrill Lynch Experience May 2011 - January 2013
Job Financial Analyst at Boeing
Industry Financial Services
Experience
Boeing  January 2014 - Present
J.P. Morgan   March 2013 - January 2014
Merrill Lynch   May 2011 - January 2013
Columbia Bank New Jersey  January 2011 - May 2011
24hrhockey.com   December 2005 - November 2010

Skills
Series 7, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, PowerPoint, Financial Analysis, Economics, Accounting, Customer Service, Teamwork, Public Speaking, Mergers & Acquisitions, QuickBooks, Management, Budgets, Equities, Tax, Risk Management, Investments, Finance, Portfolio Management, Financial Modeling, Banking, Strategic Financial..., Cash Management, Financial Accounting, Managerial Finance, Financial Reporting, Access, Auditing, Financial Markets, Asset Allocation, Forecasting, Loans, Bloomberg Terminal, Due Diligence, Leadership, Corporate Finance, Credit, Financial Statements, Business Planning, Bonds, Valuation, Account Reconciliation, Capital Markets, Investment Banking, Fixed Income, Insurance, Wealth Management

Education
Rowan University   2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.6 Cum Laude

Gloucester County College   2008 — 2010
Associate of Science (AS), Business Administration

Kurtis Finkel Kurtis Finkel Greater Philadelphia Area Details
Kurtis Finkel's Merrill Lynch Experience May 2009 - August 2009
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   May 2009 - August 2009

Education
Rollins College - Crummer Graduate School of Business   2008 — 2010
MBA, Management, Entrepreneurship

Sam Mannera Sam Mannera Greater Philadelphia Area Details
Sam Mannera's Merrill Lynch Experience October 2012 - January 2015
Job Licensed Personal Banker II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2015 - Present
Merrill Lynch   October 2012 - January 2015
Merrill Lynch   February 2012 - October 2012
Morgan Stanley Wealth Management  August 2011 - January 2012
Fulton Bank  September 2009 - January 2012

Skills
Financial Analysis, Finance, Investments, Microsoft Word, Microsoft Office, Wealth Management

Education
Rowan University   2010 — 2012
Bachelor of Science (BS), Finance, General, 3.895

Rowan College at Gloucester County   2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General

Laura Milkosky Laura Milkosky Princeton Junction, New Jersey Details
Laura Milkosky's Merrill Lynch Experience June 2006 - December 2011
Job Human Resources Business Partner at Otsuka Pharmaceutical Companies (U.S.)
Industry Pharmaceuticals
Experience
Otsuka Pharmaceutical Companies (U.S.)   March 2015 - Present
Otsuka Pharmaceutical Companies (U.S.)   March 2013 - Present
The Blackstone Group  January 2012 - March 2013
Merrill Lynch   June 2006 - December 2011

Skills
Human Resources, Management, Employee Benefits, Deferred Compensation, Finance, Data Analysis, Executive Pay, Personnel Management, Employee Relations

Education
Rollins College
Bachelor, Economics, Psychology

Alex Wanschura Alex Wanschura Greater New York City Area Details
Alex Wanschura's Merrill Lynch Experience June 2011 - Present
Job Financial Analyst I (Contract Position) at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2011 - Present
Higher Education Student Assistance Authority  July 2010 - June 2011
Caxton Associates  July 2009 - August 2009
MTB Associates   July 2008 - August 2008
McGuire Air Force Base  June 2007 - September 2007

Education
Rowan University   2006 — 2010
Bachelor's, Accounting

Chris Cifuni Chris Cifuni Brooklyn, New York Details
Chris Cifuni's Merrill Lynch Experience July 2010 - January 2014
Job at
Industry Financial Services
Experience
JPMorgan Chase & Co.   April 2015 - Present
BNY Mellon  January 2014 - April 2015
Merrill Lynch   July 2010 - January 2014
TD Bank Group  October 2008 - July 2010
Barclays Bank  June 2007 - April 2008

Skills
Private Investigations, Financial Risk, Fraud, Policy, Anti Money Laundering, Finance, Securities, Banking, Financial Services, Financial Analysis, Due Diligence, Operational Risk, Risk Management, Corporate Finance

Education
Rowan University
B.A., American Studies

Rowan University
Bachelor's degree

Christopher Flannery Christopher Flannery San Antonio, Texas Area Details
Christopher Flannery's Merrill Lynch Experience July 1991 - Present
Job Vice President Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 1991 - Present
Merrill Lynch   1992 - 2014

Skills
Strategic Planning, Customer Service, Public Speaking, Leadership, Budgets, Microsoft Office, Marketing, Series 7, Team Building, Investments

Education
Roger Williams University   1981 — 1985
Business

Roger Williams University   1981 — 1985
Bachelor's degree, Business Administration and Management, General

Gregory Banks Gregory Banks Wilkes Barre, Pennsylvania Details
Gregory Banks's Merrill Lynch Experience September 2009 - August 2012
Job Vice President at Jacobi Capital Management LLC
Industry Financial Services
Experience
Jacobi Capital Management, LLC A Registered Investment Adviser   September 2012 - Present
Merrill Lynch   September 2009 - August 2012
MetLife  September 2006 - September 2009

Skills
Series 7, Retirement, Fixed Annuities, Wealth Management, 401k Rollovers, IRAs, Strategic Financial..., Asset Allocation, Series 6, Series 66, Life Insurance

Education
Roger Williams University   1985 — 1987
Bachelor of Business Administration (BBA), Business Administration and Management, General

Dallas

Wyoming Seminary

Patricia D Charles Patricia D Charles Calumet City, Illinois Details
Patricia D Charles's Merrill Lynch Experience March 2004 - June 2006
Job A/P Administrator at Unilever
Industry Commercial Real Estate
Experience
Unilever  January 2013 - Present
ManpowerGroup  June 2012 - Present
Rockford School District - East High School   2010 - 2012
Chatham Court Apartments   April 2008 - August 2010
Paige Personnel Services  July 2006 - February 2008
Merrill Lynch   March 2004 - June 2006
GMAC Commercial Mortgage  September 2000 - March 2004

Skills
Microsoft Office Xp, Microsoft Office, Microsoft Office 2007, Typing, Data Entry, Office Management, Front Office, Event Planning, Heavy Calendaring, Travel Management, Expenses, Customer Service, Office Equipment

Education
Upper Iowa University   2011 — 2012
Bachelor's degree, Human Resources Management and Services, 3.29

Rockford Career College   2009 — 2011
Associate's degree, Accounting and Business/Management, 3.89

Glenn Schulte Glenn Schulte Cranbury, New Jersey Details
Glenn Schulte's Merrill Lynch Experience 2000 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch   2000 - 2012

Skills
Computers, Ariba E request, Remedy ITSM and SRM for..., Maximo for Asset..., MS Excel, MS Word, SharePoint, Knowledge Base, Computer Associates..., E Support, VMware, Licensed Life Insurance...

Education
Rockland Community College
Associate of Arts and Sciences (AAS), Accounting and Business/Management

Danielle (Alessandrine) De La Puente Danielle (Alessandrine) De La Puente Sewell, New Jersey Details
Danielle (Alessandrine) De La Puente's Merrill Lynch Experience June 2004 - June 2006
Job Office Administrator at Re/Max Connection Realtors
Industry Real Estate
Experience
Re/Max Connection Realtors  May 2013 - Present
BlackRock  June 2006 - March 2011
Merrill Lynch   June 2004 - June 2006
Janney Montgomery Scott LLC  January 1999 - September 2004

Skills
Administrative..., Office Management, Travel Arrangements, Microsoft Office, Spreadsheets, Outlook, Office Administration, Lotus Notes, Calendars, Calendaring, Data Entry, Confidentiality, Administrative...

Education
Gloucester County College   2012 — 2014

Burlington County College   2011 — 2012

West Catholic High School   1986 — 1990
diploma, Business/Office Automation/Technology/Data Entry

Janice BURTON-SYBRON Janice BURTON-SYBRON Frisco, Texas Details
Janice BURTON-SYBRON's Merrill Lynch Experience February 2008 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
American Income Life Insurance Company  October 2013 - Present
Merrill Lynch   February 2008 - Present
Bartler Wealth Management   January 2007 - June 2008
Delco Development  November 2005 - July 2006

Skills
Wealth Management, Accounting, Customer Service, Account Reconciliation, Bookkeeping, Compliance, Microsoft Excel, Financial Risk, General Ledger, Invoicing, Internet, Key Account Management, Loans, Microsoft Office, Managerial Finance, QuickBooks, Research

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2006 — 2008
Bachelor's degree, Finance, General

Burlington County College   2004 — 2006
Associate of Science (A.S.), Business Administration and Management, General

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