Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Arjun Sachdev Arjun Sachdev's Merrill Lynch Experience February 2009 - June 2009
Job Investment Management Associate ML Channel at BlackRock
Industry Financial Services
Experience
BlackRock October 2012 - Present
BlackRock July 2011 - September 2012
John Thomas Financial March 2010 - April 2011
Bloomberg LP September 2009 - December 2009
Merrill Lynch February 2009 - June 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2008
Bachelor's degree, Finance
BlackRock October 2012 - Present
BlackRock July 2011 - September 2012
John Thomas Financial March 2010 - April 2011
Bloomberg LP September 2009 - December 2009
Merrill Lynch February 2009 - June 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2008
Bachelor's degree, Finance
Brent Newton Brent Newton's Merrill Lynch Experience May 2013 - August 2013
Job 2014 Rutgers Business School Graduate, The State University of New JerseyNew Brunswick
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - September 2014
Merrill Lynch May 2013 - August 2013
Tangoe May 2012 - August 2012
Tangoe May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Office, Investment Portfolio, Microsoft Word, Research, Teamwork, HTML, Access, Telecommunications..., Portfolio Management
Education
Rutgers Business School 2010 — 2014
Bachelor of Science (BS), Finance
Morris Knolls High School
Stifel Financial Corp. July 2014 - September 2014
Merrill Lynch May 2013 - August 2013
Tangoe May 2012 - August 2012
Tangoe May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Office, Investment Portfolio, Microsoft Word, Research, Teamwork, HTML, Access, Telecommunications..., Portfolio Management
Education
Rutgers Business School 2010 — 2014
Bachelor of Science (BS), Finance
Morris Knolls High School
Monica Fahrer Monica Fahrer's Merrill Lynch Experience 2002 - 2005
Job Chief Operating Officer at Social Edge Consulting, LLC
Industry Financial Services
Experience
Social Edge Consulting, LLC January 2013 - Present
Merrill Lynch 2002 - 2005
Merrill Lynch 1992 - 2005
Skills
Equities, Fixed Income, Asset Managment, Investments, Securities, Hedge Funds, Portfolio Management, Financial Services, Start-ups, Asset Management
Education
Rutgers Graduate School of Management 1994 — 1997
Master of Business Administration (MBA), Finance
Douglass College, Rutgers University 1987 — 1991
Bachelor of Science (BS), Mathematics Major / Philosophy Minor
Rutgers University 1987 — 1991
Bachelor of Arts (BA), Mathematics
Red Bank Catholic
Social Edge Consulting, LLC January 2013 - Present
Merrill Lynch 2002 - 2005
Merrill Lynch 1992 - 2005
Skills
Equities, Fixed Income, Asset Managment, Investments, Securities, Hedge Funds, Portfolio Management, Financial Services, Start-ups, Asset Management
Education
Rutgers Graduate School of Management 1994 — 1997
Master of Business Administration (MBA), Finance
Douglass College, Rutgers University 1987 — 1991
Bachelor of Science (BS), Mathematics Major / Philosophy Minor
Rutgers University 1987 — 1991
Bachelor of Arts (BA), Mathematics
Red Bank Catholic
Alissa Imbriaco Alissa Imbriaco's Merrill Lynch Experience April 2010 - June 2010
Job Key Accounts Marketing Manager at Philips Lighting
Industry Marketing and Advertising
Experience
Philips Lighting February 2015 - Present
Philips Lighting April 2014 - January 2015
Philips Lighting January 2013 - April 2014
Philips Lighting June 2011 - December 2012
Giorgio Armani September 2010 - November 2010
IPC Systems, Inc June 2010 - August 2010
Merrill Lynch April 2010 - June 2010
Strategic Group June 2009 - November 2009
Skills
Outlook, PowerPoint, Word, Excel, Marketing, Product Management, Time Management, Lead Generation, Marketing Strategy, Marketing Communications, Market Research, Sales, Account Management, Salesforce.com, Social Media Marketing, Social Media, Microsoft Office, Advertising, New Business Development, Microsoft Excel, Microsoft Word
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Master of Business Administration (M.B.A.), Marketing and Marketing Research Insights and Analytics
Rutgers University-New Brunswick 2007 — 2011
Bachelor of Science, Marketing
Philips Lighting February 2015 - Present
Philips Lighting April 2014 - January 2015
Philips Lighting January 2013 - April 2014
Philips Lighting June 2011 - December 2012
Giorgio Armani September 2010 - November 2010
IPC Systems, Inc June 2010 - August 2010
Merrill Lynch April 2010 - June 2010
Strategic Group June 2009 - November 2009
Skills
Outlook, PowerPoint, Word, Excel, Marketing, Product Management, Time Management, Lead Generation, Marketing Strategy, Marketing Communications, Market Research, Sales, Account Management, Salesforce.com, Social Media Marketing, Social Media, Microsoft Office, Advertising, New Business Development, Microsoft Excel, Microsoft Word
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Master of Business Administration (M.B.A.), Marketing and Marketing Research Insights and Analytics
Rutgers University-New Brunswick 2007 — 2011
Bachelor of Science, Marketing
Chris Burns Chris Burns's Merrill Lynch Experience 1997 - 2000
Job US COO Aflac Global Investments
Industry Investment Management
Experience
Aflac January 2014 - Present
Deutsche Bank December 2012 - January 2014
Deutsche Asset Management 2002 - December 2012
JPMorgan Chase 2000 - 2002
Merrill Lynch 1997 - 2000
Prudential Insurance 1992 - 1997
Skills
Asset Managment, Financial Modeling, Strategy, Strategic Financial..., Finance, Investment Management, Business Strategy, Financial Services, Financial Markets, Asset Management, Due Diligence, Analysis, Bonds, Financial Risk, Business Development, Trading, Financial Planning, Fixed Income
Education
Rutgers Graduate School of Management 1995 — 2000
MBA, Finance
University of Scranton 1988 — 1992
Bachelor of Science (B.S.), Finance
Aflac January 2014 - Present
Deutsche Bank December 2012 - January 2014
Deutsche Asset Management 2002 - December 2012
JPMorgan Chase 2000 - 2002
Merrill Lynch 1997 - 2000
Prudential Insurance 1992 - 1997
Skills
Asset Managment, Financial Modeling, Strategy, Strategic Financial..., Finance, Investment Management, Business Strategy, Financial Services, Financial Markets, Asset Management, Due Diligence, Analysis, Bonds, Financial Risk, Business Development, Trading, Financial Planning, Fixed Income
Education
Rutgers Graduate School of Management 1995 — 2000
MBA, Finance
University of Scranton 1988 — 1992
Bachelor of Science (B.S.), Finance
Erika Madrid, MBA Erika Madrid, MBA's Merrill Lynch Experience March 2010 - November 2011
Job Diversity and Inclusion, Prudential Investment Management
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
Vanguard July 2013 - July 2015
National Society of Hispanic MBAs - NJ December 2010 - August 2013
Rutgers Business School January 2012 - May 2013
Merrill Lynch March 2010 - November 2011
Bank of America October 2009 - November 2011
Bank of America January 2007 - March 2010
Bank of America September 2003 - December 2006
Skills
Series 7, Strategic Planning, Marketing Strategy, US Hispanic Market, Strategic Corporate..., Philanthropy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
Master of Business Administration (M.B.A.), Srategy and Leadership
Rutgers, The State University of New Jersey-Newark
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Prudential Financial August 2015 - Present
Vanguard July 2013 - July 2015
National Society of Hispanic MBAs - NJ December 2010 - August 2013
Rutgers Business School January 2012 - May 2013
Merrill Lynch March 2010 - November 2011
Bank of America October 2009 - November 2011
Bank of America January 2007 - March 2010
Bank of America September 2003 - December 2006
Skills
Series 7, Strategic Planning, Marketing Strategy, US Hispanic Market, Strategic Corporate..., Philanthropy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
Master of Business Administration (M.B.A.), Srategy and Leadership
Rutgers, The State University of New Jersey-Newark
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Matthew DePont Matthew DePont's Merrill Lynch Experience August 2005 - December 2005
Job Advisor Services Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management September 2015 - Present
Aberdeen Asset Management February 2013 - August 2015
City of London Investment Management Company Ltd July 2010 - January 2013
Prudential Investments July 2006 - October 2010
Merrill Lynch August 2005 - December 2005
Skills
Series 7, Series 63, Investments, Asset Management, Equities, Fixed Income, Mutual Funds, Bloomberg, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Villanova University 2002 — 2006
Bachelor of Arts, Economics and English
2016 Level II Candidate in the CFA Program
Aberdeen Asset Management September 2015 - Present
Aberdeen Asset Management February 2013 - August 2015
City of London Investment Management Company Ltd July 2010 - January 2013
Prudential Investments July 2006 - October 2010
Merrill Lynch August 2005 - December 2005
Skills
Series 7, Series 63, Investments, Asset Management, Equities, Fixed Income, Mutual Funds, Bloomberg, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Villanova University 2002 — 2006
Bachelor of Arts, Economics and English
2016 Level II Candidate in the CFA Program
Noam T. Schwartz Noam T. Schwartz's Merrill Lynch Experience September 2011 - January 2012
Job Senior Analyst, Corporate Development and M&A at CIT
Industry Financial Services
Experience
CIT August 2015 - Present
CIT June 2013 - July 2015
CIT June 2012 - August 2012
Merrill Lynch September 2011 - January 2012
Camden County Prosecutor's Office June 2010 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Financial Modeling, Finance, Corporate Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science, Finance
CIT August 2015 - Present
CIT June 2013 - July 2015
CIT June 2012 - August 2012
Merrill Lynch September 2011 - January 2012
Camden County Prosecutor's Office June 2010 - August 2010
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Financial Modeling, Finance, Corporate Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science, Finance
Christopher Zul Christopher Zul's Merrill Lynch Experience May 2013 - March 2014
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Merrill Lynch May 2013 - March 2014
Merrill Lynch September 2012 - May 2013
Citi June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Finance, Customer Service, Strategic Financial..., Financial Reporting, Bloomberg Terminal, Monte Carlo Simulation, Financial Modeling
Education
CFA Institute
2016 Level IlI Candidate in the CFA Program
Rowan University
Bachelor of Science (B.S.), Finance, General, 3.92/4.0
Morgan Stanley March 2014 - Present
Merrill Lynch May 2013 - March 2014
Merrill Lynch September 2012 - May 2013
Citi June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Finance, Customer Service, Strategic Financial..., Financial Reporting, Bloomberg Terminal, Monte Carlo Simulation, Financial Modeling
Education
CFA Institute
2016 Level IlI Candidate in the CFA Program
Rowan University
Bachelor of Science (B.S.), Finance, General, 3.92/4.0
Jonathan Collazo Jonathan Collazo's Merrill Lynch Experience January 2012 - 2014
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Merrill Lynch January 2012 - 2014
HCVPA January 2006 - January 2012
Urban Entrepreneurial Council May 2010 - May 2011
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Series 7, Equities, Public Speaking, Management, Uniform Combined State..., Fixed Income, Non-profits, Program Management, Budgets, Leadership, Sales, Capital Markets, Market Research, Consulting, Entrepreneurship, Community Outreach, Strategic Financial..., Financial Modeling, Financial Planning, Finance, Nonprofits
Education
Rutgers Business School 2015 — 2017
Master’s Degree, Business Administration and Management, General
Rutgers Business School 2005 — 2011
BA, Management
TIAA-CREF August 2014 - Present
Merrill Lynch January 2012 - 2014
HCVPA January 2006 - January 2012
Urban Entrepreneurial Council May 2010 - May 2011
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Series 7, Equities, Public Speaking, Management, Uniform Combined State..., Fixed Income, Non-profits, Program Management, Budgets, Leadership, Sales, Capital Markets, Market Research, Consulting, Entrepreneurship, Community Outreach, Strategic Financial..., Financial Modeling, Financial Planning, Finance, Nonprofits
Education
Rutgers Business School 2015 — 2017
Master’s Degree, Business Administration and Management, General
Rutgers Business School 2005 — 2011
BA, Management
Nora Vassileva Nora Vassileva's Merrill Lynch Experience 2008 - 2008
Job Epic OpTime/Anesthesia Consultant
Industry Information Technology and Services
Experience
BlueTree Network June 2014 - Present
Vittana August 2013 - December 2013
Zidisha Inc. April 2013 - August 2013
Meru View Primary School February 2013 - April 2013
Epic July 2011 - October 2012
EventPro Strategies 2007 - 2011
Newhope Law January 2010 - December 2010
Kia Motors America 2009 - 2009
Merrill Lynch 2008 - 2008
Skills
Management, Japanese, Epic Systems, Italian, Healthcare Information..., Budgets, Bulgarian, Project Management, Microfinance, Nonprofits, Marketing, Go Live Support, EMR, OpTime, Consulting, Sub-Saharan Africa, Economic Development, Microcredit, International NGOs, African development, Software Implementation, Leadership, Data Analysis, Software Documentation, Process Improvement, Research, Microsoft Office
Education
Ruhr-Universität Bochum 2012 — 2014
Master of Arts (M.A.), Ethics - Economics, Law, Politics, GPA 4.0
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), International/Global Studies, GPA 3.82
BlueTree Network June 2014 - Present
Vittana August 2013 - December 2013
Zidisha Inc. April 2013 - August 2013
Meru View Primary School February 2013 - April 2013
Epic July 2011 - October 2012
EventPro Strategies 2007 - 2011
Newhope Law January 2010 - December 2010
Kia Motors America 2009 - 2009
Merrill Lynch 2008 - 2008
Skills
Management, Japanese, Epic Systems, Italian, Healthcare Information..., Budgets, Bulgarian, Project Management, Microfinance, Nonprofits, Marketing, Go Live Support, EMR, OpTime, Consulting, Sub-Saharan Africa, Economic Development, Microcredit, International NGOs, African development, Software Implementation, Leadership, Data Analysis, Software Documentation, Process Improvement, Research, Microsoft Office
Education
Ruhr-Universität Bochum 2012 — 2014
Master of Arts (M.A.), Ethics - Economics, Law, Politics, GPA 4.0
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), International/Global Studies, GPA 3.82
Paige Singer Paige Singer's Merrill Lynch Experience November 2014 - Present
Job Vice President; Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Merrill Lynch February 2013 - Present
Merrill Lynch August 2011 - February 2013
Bank of America Merrill Lynch September 2009 - August 2011
Emerald Financial Resources (MassMutual) January 2008 - September 2009
Wenner Media (US Weekly) June 2007 - August 2007
Skills
Finance, Outlook, Customer Service, Microsoft Word, Salesforce.com, Securities, Financial Services, Series 7, Wealth Management, Microsoft Office, Microsoft Excel, Risk Management, Leadership, Recruiting, Management
Education
Rutgers Business School 2004 — 2008
BS, Marketing
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Science (B.S.), Marketing
Merrill Lynch November 2014 - Present
Merrill Lynch February 2013 - Present
Merrill Lynch August 2011 - February 2013
Bank of America Merrill Lynch September 2009 - August 2011
Emerald Financial Resources (MassMutual) January 2008 - September 2009
Wenner Media (US Weekly) June 2007 - August 2007
Skills
Finance, Outlook, Customer Service, Microsoft Word, Salesforce.com, Securities, Financial Services, Series 7, Wealth Management, Microsoft Office, Microsoft Excel, Risk Management, Leadership, Recruiting, Management
Education
Rutgers Business School 2004 — 2008
BS, Marketing
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Science (B.S.), Marketing
Ankit D. Patel Ankit D. Patel's Merrill Lynch Experience October 2011 - April 2013
Job Analytics Manager
Industry Cosmetics
Experience
Avon June 2015 - Present
Mphasis June 2013 - January 2015
Barclays Wealth and Investment Management July 2014 - December 2014
Deutsche Bank June 2013 - October 2013
Merrill Lynch October 2011 - April 2013
Barnes & Noble January 2009 - June 2009
Skills
V Lookups, PowerPoint, Microsoft Excel, Cost Basis Reporting, Compliance, Stock Trading, Operations Management, Problem Solving, Analysis, Financial Reporting, Forecasting, Accounts Payable, Management, Account Reconciliation, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Budgets, Corporate Finance, Business Analysis, Finance, Leadership, Microsoft Office
Education
Rutgers Business School 2006 — 2011
Bachelor of Science, Finance, 3.4
Avon June 2015 - Present
Mphasis June 2013 - January 2015
Barclays Wealth and Investment Management July 2014 - December 2014
Deutsche Bank June 2013 - October 2013
Merrill Lynch October 2011 - April 2013
Barnes & Noble January 2009 - June 2009
Skills
V Lookups, PowerPoint, Microsoft Excel, Cost Basis Reporting, Compliance, Stock Trading, Operations Management, Problem Solving, Analysis, Financial Reporting, Forecasting, Accounts Payable, Management, Account Reconciliation, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Budgets, Corporate Finance, Business Analysis, Finance, Leadership, Microsoft Office
Education
Rutgers Business School 2006 — 2011
Bachelor of Science, Finance, 3.4
Namita Mehta's Merrill Lynch Experience June 2011 - August 2011
Job Pla Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Bloomberg LP September 2012 - Present
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Access, Time Management, Teamwork, Data Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Scince, Finance
Morgan Stanley February 2013 - Present
Bloomberg LP September 2012 - Present
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Access, Time Management, Teamwork, Data Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Scince, Finance
Anthony J. Mason Anthony J. Mason's Merrill Lynch Experience February 2000 - September 2003
Job CEO, Black Cat Exploration & Production, LLC
Industry Oil & Energy
Experience
Black Cat Exploration & Production, LLC March 2011 - Present
Meridian Petroleum PLC December 2003 - December 2008
Merrill Lynch February 2000 - September 2003
Military Service September 1974 - March 1987
Skills
Energy, Corporate Finance, Mergers, Strategic Planning, Gas, Business Strategy, Operations Management, Due Diligence, Mergers & Acquisitions, Change Management, Finance, Petroleum, Capital Markets, Investments, Start-ups, Venture Capital, Entrepreneurship, Management, Private Equity, Strategy
Education
Royal Military Academy 1972 — 1974
Black Cat Exploration & Production, LLC March 2011 - Present
Meridian Petroleum PLC December 2003 - December 2008
Merrill Lynch February 2000 - September 2003
Military Service September 1974 - March 1987
Skills
Energy, Corporate Finance, Mergers, Strategic Planning, Gas, Business Strategy, Operations Management, Due Diligence, Mergers & Acquisitions, Change Management, Finance, Petroleum, Capital Markets, Investments, Start-ups, Venture Capital, Entrepreneurship, Management, Private Equity, Strategy
Education
Royal Military Academy 1972 — 1974
Adnan Sabih, CAIA Adnan Sabih, CAIA's Merrill Lynch Experience October 2003 - October 2004
Job Alternative Investments at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management October 2014 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - October 2014
U.S. Trust October 2006 - March 2008
U.S. Trust August 2005 - October 2006
American Express October 2004 - August 2005
Merrill Lynch October 2003 - October 2004
Merrill Lynch Investment Managers March 2003 - August 2003
Skills
Portfolio Management, Competitive Analysis, Investments, Hedge Funds, Asset Allocation, CRM, Mutual Funds, Financial Modeling, Leadership, Strategy, Alternative Investments, Valuation, Wealth Management, Investment Management, Private Equity, Bloomberg
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Double Major in Finance and Economics with a minor in Management Information Systems
Chartered Alternative Investment Analyst (CAIA) Association
CAIA Charterholder
Chartered Financial Analyst (CFA) Institute
Level 2 Candidate in the CFA Program
New York University
Professional Development, Strategy & Leadership coursework
Morgan Stanley Wealth Management October 2014 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - October 2014
U.S. Trust October 2006 - March 2008
U.S. Trust August 2005 - October 2006
American Express October 2004 - August 2005
Merrill Lynch October 2003 - October 2004
Merrill Lynch Investment Managers March 2003 - August 2003
Skills
Portfolio Management, Competitive Analysis, Investments, Hedge Funds, Asset Allocation, CRM, Mutual Funds, Financial Modeling, Leadership, Strategy, Alternative Investments, Valuation, Wealth Management, Investment Management, Private Equity, Bloomberg
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Double Major in Finance and Economics with a minor in Management Information Systems
Chartered Alternative Investment Analyst (CAIA) Association
CAIA Charterholder
Chartered Financial Analyst (CFA) Institute
Level 2 Candidate in the CFA Program
New York University
Professional Development, Strategy & Leadership coursework
Colin Graf Colin Graf's Merrill Lynch Experience April 2002 - August 2002
Job Daydream Believer
Industry Financial Services
Experience
MetaSource January 2015 - Present
PHH Mortgage May 2014 - January 2015
Merion Matters - Parent Company of ADVANCE Healthcare Network November 2013 - March 2014
Advertising Specialty Institute (ASI) May 2007 - November 2013
ALM Media, Inc. April 2004 - April 2007
Freedom Mortgage Corporation August 2002 - April 2004
Merrill Lynch April 2002 - August 2002
Primedia Business Magazines and Media September 2000 - December 2001
Skills
Email Marketing, Advertising, Online Advertising, Marketing, Direct Marketing, Management, Direct Mail, SEO, Trade Shows, Market Planning, Event Planning, Marketing Strategy, Budgets, New Business Development, Social Networking, Google Adwords, Integrated Marketing, Lead Generation, Strategy, Social Media Marketing
Education
Rowan University 1995 — 2000
BA, Economics
MetaSource January 2015 - Present
PHH Mortgage May 2014 - January 2015
Merion Matters - Parent Company of ADVANCE Healthcare Network November 2013 - March 2014
Advertising Specialty Institute (ASI) May 2007 - November 2013
ALM Media, Inc. April 2004 - April 2007
Freedom Mortgage Corporation August 2002 - April 2004
Merrill Lynch April 2002 - August 2002
Primedia Business Magazines and Media September 2000 - December 2001
Skills
Email Marketing, Advertising, Online Advertising, Marketing, Direct Marketing, Management, Direct Mail, SEO, Trade Shows, Market Planning, Event Planning, Marketing Strategy, Budgets, New Business Development, Social Networking, Google Adwords, Integrated Marketing, Lead Generation, Strategy, Social Media Marketing
Education
Rowan University 1995 — 2000
BA, Economics
Joseph Ronan Joseph Ronan's Merrill Lynch Experience September 2013 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Real Gymm 2008 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Finance, Leadership, Customer Service, Financial Modeling, Time Management, Access, Data Analysis, Analysis, Team Leadership, Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2014
Bachelor's degree, Finance, General
Raritan High School 2005 — 2009
Merrill Lynch September 2013 - Present
Real Gymm 2008 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Finance, Leadership, Customer Service, Financial Modeling, Time Management, Access, Data Analysis, Analysis, Team Leadership, Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2014
Bachelor's degree, Finance, General
Raritan High School 2005 — 2009
Gregory Dallas Gregory Dallas's Merrill Lynch Experience January 2011 - April 2011
Job Account Executive at Pep Promotions
Industry Marketing and Advertising
Experience
Pep Promotions June 2014 - Present
Almac Group May 2013 - June 2014
Keller Williams Realty, Inc. January 2013 - September 2013
The Capital Grille November 2011 - August 2012
University of Pittsburgh August 2008 - April 2012
Merrill Lynch January 2011 - April 2011
The Leukemia & Lymphoma Society September 2010 - December 2010
Skills
Marketing, Press Releases, Customer Service, Recruiting, Management, Event Planning, Public Speaking, Social Networking, Sales&Marketing, Real Estate, Real Estate Transactions, Research, Advertising, Real Estate Negotiating, Project Management, Account Management, Microsoft Excel
Education
Rutgers Business School 2015 — 2018
Master of Business Administration (MBA), Marketing
University of Pittsburgh 2008 — 2012
BSBA, Marketing, Economics
Council Rock High School-North 2004 — 2008
Pep Promotions June 2014 - Present
Almac Group May 2013 - June 2014
Keller Williams Realty, Inc. January 2013 - September 2013
The Capital Grille November 2011 - August 2012
University of Pittsburgh August 2008 - April 2012
Merrill Lynch January 2011 - April 2011
The Leukemia & Lymphoma Society September 2010 - December 2010
Skills
Marketing, Press Releases, Customer Service, Recruiting, Management, Event Planning, Public Speaking, Social Networking, Sales&Marketing, Real Estate, Real Estate Transactions, Research, Advertising, Real Estate Negotiating, Project Management, Account Management, Microsoft Excel
Education
Rutgers Business School 2015 — 2018
Master of Business Administration (MBA), Marketing
University of Pittsburgh 2008 — 2012
BSBA, Marketing, Economics
Council Rock High School-North 2004 — 2008
Oscar Fuentes's Merrill Lynch Experience May 2008 - September 2008
Job Inside Sales Assicoate
Industry Consumer Services
Experience
Dish Network May 2013 - Present
Multipharma Inc. July 2012 - April 2013
Mi Casa Real Estate Consultants April 2004 - July 2012
CVS HEALTH July 2009 - June 2010
Merrill Lynch May 2008 - September 2008
Skills
Market Analysis, New Business Development, Logistics Management, Operations Management, Consulting, Multi Tasking, Close Attention to..., Succinct Verbal and..., Thorough Research, Consistency, Strategy Execution, Positive Team Player, Hunter, Team Leadership, Constructive Feedback, Market Research, Sales, Customer Service, Client Development, Client Presentation, Client Prospecting, Microsoft Excel, Microsoft Word, Mac OS, PowerPoint, Strategic Financial..., NY Real Estate Broker, Microsoft Office, Spanish-speaking, Finance, Real Estate, Leadership, Sales Operations
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2009
Bachelor's degree, Business Administration and Management, General
Paramus Catholic High School 2000 — 2004
High School Diploma
Dish Network May 2013 - Present
Multipharma Inc. July 2012 - April 2013
Mi Casa Real Estate Consultants April 2004 - July 2012
CVS HEALTH July 2009 - June 2010
Merrill Lynch May 2008 - September 2008
Skills
Market Analysis, New Business Development, Logistics Management, Operations Management, Consulting, Multi Tasking, Close Attention to..., Succinct Verbal and..., Thorough Research, Consistency, Strategy Execution, Positive Team Player, Hunter, Team Leadership, Constructive Feedback, Market Research, Sales, Customer Service, Client Development, Client Presentation, Client Prospecting, Microsoft Excel, Microsoft Word, Mac OS, PowerPoint, Strategic Financial..., NY Real Estate Broker, Microsoft Office, Spanish-speaking, Finance, Real Estate, Leadership, Sales Operations
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2009
Bachelor's degree, Business Administration and Management, General
Paramus Catholic High School 2000 — 2004
High School Diploma
Frank Guiliano Frank Guiliano's Merrill Lynch Experience December 2003 - July 2007
Job Plan Consultant at ADMIN Partners, LLC
Industry Human Resources
Experience
ADMIN Partners, LLC November 2012 - Present
Virtua Health July 2007 - November 2012
Merrill Lynch December 2003 - July 2007
Delaware Investments October 2000 - December 2003
Towers Watson 1998 - 2000
Skills
Pensions, Retirement Planning, Pension Administration, Retirement, Retirement Plan..., 401k, Defined Benefit, Employee Benefits, Process Improvement, Investments, Qualified Retirement..., Human Resources, Insurance, Deferred Compensation, Profit Sharing, Mutual Funds, HRIS, Fixed Annuities, Benefits Administration, ERISA, 403 b
Education
Rowan University 1996 — 1998
Bachelor of Science, Business Administration; Finance
BCHS
Rutgers, The State University of New Jersey-New Brunswick
ADMIN Partners, LLC November 2012 - Present
Virtua Health July 2007 - November 2012
Merrill Lynch December 2003 - July 2007
Delaware Investments October 2000 - December 2003
Towers Watson 1998 - 2000
Skills
Pensions, Retirement Planning, Pension Administration, Retirement, Retirement Plan..., 401k, Defined Benefit, Employee Benefits, Process Improvement, Investments, Qualified Retirement..., Human Resources, Insurance, Deferred Compensation, Profit Sharing, Mutual Funds, HRIS, Fixed Annuities, Benefits Administration, ERISA, 403 b
Education
Rowan University 1996 — 1998
Bachelor of Science, Business Administration; Finance
BCHS
Rutgers, The State University of New Jersey-New Brunswick
Michael Porzio Michael Porzio's Merrill Lynch Experience 2005 - 2010
Job VP eFX Sales Americas at Bank of AmericaMerrill Lynch
Industry Banking
Experience
Bank of America-Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch 2010 - October 2012
Merrill Lynch 2005 - 2010
Wegmans Food Markets 2000 - 2005
Skills
Trading Systems, Trading, Derivatives, Electronic Trading, Equities, FX Options, Fixed Income, Options, Capital Markets, FX trading, FX Derivatives, Foreign Exchange, Precious Metals
Education
Rowan University 1999 — 2003
BS, Business- MIS
Bank of America-Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch 2010 - October 2012
Merrill Lynch 2005 - 2010
Wegmans Food Markets 2000 - 2005
Skills
Trading Systems, Trading, Derivatives, Electronic Trading, Equities, FX Options, Fixed Income, Options, Capital Markets, FX trading, FX Derivatives, Foreign Exchange, Precious Metals
Education
Rowan University 1999 — 2003
BS, Business- MIS
Anil Hazari PMP Anil Hazari PMP's Merrill Lynch Experience May 1998 - April 2000
Job VP at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase November 2008 - Present
Bear Stearns & Co. November 2004 - November 2008
Prebon Yamane June 2002 - October 2004
Compuware June 2001 - June 2002
Goldman Sachs April 2000 - May 2001
Merrill Lynch May 1998 - April 2000
Johnson & Johnson May 1997 - May 1998
Citicorp Overseas Software Ltd. December 1995 - May 1997
Education
Bombay Institute of Technology, Bombay, India
Associate's degree, Digital Electronics & Computer Science
Don Bosco Matunga
Secondary School Certificate, Mathematics and Science
Rutgers Business School
Master's degree, Business Administration, Management and Operations
Shah and Anchor Engineering College
Bachelor of Engineering (BE), Electrical and Electronics Engineering
JP Morgan Chase November 2008 - Present
Bear Stearns & Co. November 2004 - November 2008
Prebon Yamane June 2002 - October 2004
Compuware June 2001 - June 2002
Goldman Sachs April 2000 - May 2001
Merrill Lynch May 1998 - April 2000
Johnson & Johnson May 1997 - May 1998
Citicorp Overseas Software Ltd. December 1995 - May 1997
Education
Bombay Institute of Technology, Bombay, India
Associate's degree, Digital Electronics & Computer Science
Don Bosco Matunga
Secondary School Certificate, Mathematics and Science
Rutgers Business School
Master's degree, Business Administration, Management and Operations
Shah and Anchor Engineering College
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Daniel Scavone Daniel Scavone's Merrill Lynch Experience 1995 - 2004
Job Regional Managing Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management 2013 - 2014
JP Morgan 2005 - 2012
Merrill Lynch 1995 - 2004
Skills
Strong experience..., Excellent negotiation..., Recruitment expertise., Wealth Management, Alternative Investments, Asset Managment, Management, Recruiting, Hedge Funds, Asset Management, Sales, Series 7, Investments, Portfolio Management, Equities, Capital Markets, Securities, Fixed Income, Investment Advisory, Wealth Management..., Series 63, Investment Strategies, Mutual Funds, Asset Allocation, Private Banking, Strategic Negotiations
Education
Rutgers University-New Brunswick
Bachelor's degree
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance and Financial Management Services
Saint Louis University School of Law
Doctor of Law (JD), Law
BNY Mellon Wealth Management 2013 - 2014
JP Morgan 2005 - 2012
Merrill Lynch 1995 - 2004
Skills
Strong experience..., Excellent negotiation..., Recruitment expertise., Wealth Management, Alternative Investments, Asset Managment, Management, Recruiting, Hedge Funds, Asset Management, Sales, Series 7, Investments, Portfolio Management, Equities, Capital Markets, Securities, Fixed Income, Investment Advisory, Wealth Management..., Series 63, Investment Strategies, Mutual Funds, Asset Allocation, Private Banking, Strategic Negotiations
Education
Rutgers University-New Brunswick
Bachelor's degree
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance and Financial Management Services
Saint Louis University School of Law
Doctor of Law (JD), Law
Logan Rittberg Logan Rittberg's Merrill Lynch Experience July 2002 - April 2004
Job IT Global Controls at Vanguard
Industry Investment Management
Experience
Vanguard September 2015 - Present
Vanguard January 2013 - August 2015
BlackRock Financial Management August 2004 - January 2013
Merrill Lynch July 2002 - April 2004
Datek Online May 2000 - July 2002
Skills
Operational Risk..., Root Cause Analysis, Process Improvement, Project Management, Results Oriented, Multitasker, ALERT, Reconciliations, Claims Management, Settlements, Macro, Pivot Tables, Aladdin, SWIFT, Options, Swaps, FX, Global Fixed Income, Global Equities, Trading, Bloomberg, Fixed Income, FX Options, Settlement, Investment Banking, Financial Services, Bonds, Equities, SWIFT payments, Hedge Funds, Derivatives
Education
Rowan University 1997 — 2000
BS, Finance
Vanguard September 2015 - Present
Vanguard January 2013 - August 2015
BlackRock Financial Management August 2004 - January 2013
Merrill Lynch July 2002 - April 2004
Datek Online May 2000 - July 2002
Skills
Operational Risk..., Root Cause Analysis, Process Improvement, Project Management, Results Oriented, Multitasker, ALERT, Reconciliations, Claims Management, Settlements, Macro, Pivot Tables, Aladdin, SWIFT, Options, Swaps, FX, Global Fixed Income, Global Equities, Trading, Bloomberg, Fixed Income, FX Options, Settlement, Investment Banking, Financial Services, Bonds, Equities, SWIFT payments, Hedge Funds, Derivatives
Education
Rowan University 1997 — 2000
BS, Finance
Antonio G. Palomba Antonio G. Palomba's Merrill Lynch Experience February 2015 - May 2015
Job Commercial Banking Analyst at Citi
Industry Banking
Experience
Citi June 2015 - Present
Merrill Lynch February 2015 - May 2015
Rutgers Finance Society - Student Managed Fund September 2014 - May 2015
Richfield Farms & Garden Center April 2008 - February 2015
ClearView Investment Partners, LLC NJ June 2014 - August 2014
Northwestern Mutual June 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Leadership, Qualitative Research, Personal Finance, Strategic Planning, Team Building, Team Management, Financial Planning, Financial Modeling, Bloomberg Terminal, Quantitative Research, Customer Service, Sales, Public Speaking, Research, Event Planning, Finance, Management, Strategy, Insurance, Analysis, Financial Analysis, Teamwork
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (BS), Finance
Rutgers Business School 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General, Cumulative GPA: 3.59
Citi June 2015 - Present
Merrill Lynch February 2015 - May 2015
Rutgers Finance Society - Student Managed Fund September 2014 - May 2015
Richfield Farms & Garden Center April 2008 - February 2015
ClearView Investment Partners, LLC NJ June 2014 - August 2014
Northwestern Mutual June 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Leadership, Qualitative Research, Personal Finance, Strategic Planning, Team Building, Team Management, Financial Planning, Financial Modeling, Bloomberg Terminal, Quantitative Research, Customer Service, Sales, Public Speaking, Research, Event Planning, Finance, Management, Strategy, Insurance, Analysis, Financial Analysis, Teamwork
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science (BS), Finance
Rutgers Business School 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General, Cumulative GPA: 3.59
Lauren Kelly's Merrill Lynch Experience June 2014 - August 2014
Job Student at Rutgers Business School
Industry Financial Services
Experience
Credit Suisse June 2015 - August 2015
Nomura Securities November 2014 - November 2014
Credit Suisse June 2014 - October 2014
Merrill Lynch June 2014 - August 2014
Neptune Township Municipal Building September 2012 - February 2013
Birdsall Services Group June 2011 - August 2011
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2017
Bachelor of Science (B.S.), Finance, Mathematics
High Technology High School 2009 — 2013
High School Diploma, STEM - Science, Technology, Engineering, Mathematics
Credit Suisse June 2015 - August 2015
Nomura Securities November 2014 - November 2014
Credit Suisse June 2014 - October 2014
Merrill Lynch June 2014 - August 2014
Neptune Township Municipal Building September 2012 - February 2013
Birdsall Services Group June 2011 - August 2011
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2017
Bachelor of Science (B.S.), Finance, Mathematics
High Technology High School 2009 — 2013
High School Diploma, STEM - Science, Technology, Engineering, Mathematics
Chris DiCostanzi Chris DiCostanzi's Merrill Lynch Experience February 2012 - February 2014
Job Hightower Financial Services
Industry Financial Services
Experience
HighTower February 2014 - Present
Merrill Lynch February 2012 - February 2014
Skills
Series 7, Uniform Combined State..., Wealth Management, Securities, Retirement Planning, Mutual Funds, Fixed Income, Equities, Asset Allocation, Alternative Investments, FINRA, Wealth Management..., Investment Strategies, Bloomberg, Investment Advisory
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Bachelor of Science (B.S.), Finance, General
HighTower February 2014 - Present
Merrill Lynch February 2012 - February 2014
Skills
Series 7, Uniform Combined State..., Wealth Management, Securities, Retirement Planning, Mutual Funds, Fixed Income, Equities, Asset Allocation, Alternative Investments, FINRA, Wealth Management..., Investment Strategies, Bloomberg, Investment Advisory
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Bachelor of Science (B.S.), Finance, General
Brian Kersmanc Brian Kersmanc's Merrill Lynch Experience May 2006 - June 2006
Job Equity Research Analyst at Jennison Associates LLC
Industry Financial Services
Experience
Jennison Associates LLC May 2014 - Present
Rutgers Business School: Special Projects August 2013 - April 2014
Jennison Associates May 2011 - April 2014
Jennison Associates May 2010 - May 2011
Brown Brothers Harriman January 2008 - May 2010
Gryphon Networks January 2007 - December 2007
University of Connecticut 2003 - 2007
Merrill Lynch May 2006 - June 2006
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Mutual Funds, Hedge Funds, Alternative Investments, Securities, Asset Managment, Valuation, Bonds, Portfolio Management, Financial Modeling, Investments, Finance, Equity Research, Investment Management, Asset Management
Education
Rutgers Graduate Business School 2012 — 2014
MBA, Finance
The University of Connecticut 2003 — 2007
Economics
Manheim Township HS
Jennison Associates LLC May 2014 - Present
Rutgers Business School: Special Projects August 2013 - April 2014
Jennison Associates May 2011 - April 2014
Jennison Associates May 2010 - May 2011
Brown Brothers Harriman January 2008 - May 2010
Gryphon Networks January 2007 - December 2007
University of Connecticut 2003 - 2007
Merrill Lynch May 2006 - June 2006
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Mutual Funds, Hedge Funds, Alternative Investments, Securities, Asset Managment, Valuation, Bonds, Portfolio Management, Financial Modeling, Investments, Finance, Equity Research, Investment Management, Asset Management
Education
Rutgers Graduate Business School 2012 — 2014
MBA, Finance
The University of Connecticut 2003 — 2007
Economics
Manheim Township HS
Dmitry Vengerovsky Dmitry Vengerovsky's Merrill Lynch Experience June 2012 - August 2012
Job Independence and Compliance at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
U.S. Securities and Exchange Commission (SEC) January 2015 - March 2015
Merrill Lynch June 2012 - August 2012
Skills
Excel, PowerPoint, Word, HTML, Java, JavaScript, Access, Public Speaking, Outlook, Google Apps, Google Docs, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Rutgers Business School 2011 — 2015
Bachelor of Science, Finance, 3.66
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2011
Business Studies, 3.68
Watchung Hills Regional
Diploma
PwC June 2015 - Present
U.S. Securities and Exchange Commission (SEC) January 2015 - March 2015
Merrill Lynch June 2012 - August 2012
Skills
Excel, PowerPoint, Word, HTML, Java, JavaScript, Access, Public Speaking, Outlook, Google Apps, Google Docs, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Rutgers Business School 2011 — 2015
Bachelor of Science, Finance, 3.66
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2011
Business Studies, 3.68
Watchung Hills Regional
Diploma
Karen Meszaros Karen Meszaros's Merrill Lynch Experience 1988 - 2001
Job Project Management Consultant
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
Bank of America September 2010 - September 2011
TD Bank North February 2010 - August 2010
State Street 2007 - 2009
Evergreen Investments 2002 - 2004
Merrill Lynch 1988 - 2001
Skills
Risk Management, Credit, Wealth Management, Financial Services, Process Improvement
Education
Syracuse University 1983 — 1987
BS
North Hunterdon High School
Rutgers Graduate School of Management
TIAA-CREF 2011 - Present
Bank of America September 2010 - September 2011
TD Bank North February 2010 - August 2010
State Street 2007 - 2009
Evergreen Investments 2002 - 2004
Merrill Lynch 1988 - 2001
Skills
Risk Management, Credit, Wealth Management, Financial Services, Process Improvement
Education
Syracuse University 1983 — 1987
BS
North Hunterdon High School
Rutgers Graduate School of Management
Agnieszka (Angie) Baczyk, MBA Agnieszka (Angie) Baczyk, MBA's Merrill Lynch Experience July 2008 - June 2009
Job Manager North America Recruitment at Hertz
Industry Telecommunications
Experience
Hertz January 2014 - Present
Avaya October 2013 - January 2014
Avaya March 2013 - January 2014
Bank of America Merrill Lynch May 2011 - August 2012
Bank of America Merrill Lynch May 2010 - May 2011
Bank of America Merrill Lynch June 2009 - May 2010
Merrill Lynch July 2008 - June 2009
Skills
Strategy, Loan Origination, Project Management, Bloomberg Terminal, Financial Planners, Financial Analysis, Leadership, Due Diligence, Pricing, Management, Talent Acquisition, Talent Management, Global Talent..., Human Resources, Human Capital, Data Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Master of Business Administration (MBA)
The College of New Jersey
Bachelor, Finance
Hertz January 2014 - Present
Avaya October 2013 - January 2014
Avaya March 2013 - January 2014
Bank of America Merrill Lynch May 2011 - August 2012
Bank of America Merrill Lynch May 2010 - May 2011
Bank of America Merrill Lynch June 2009 - May 2010
Merrill Lynch July 2008 - June 2009
Skills
Strategy, Loan Origination, Project Management, Bloomberg Terminal, Financial Planners, Financial Analysis, Leadership, Due Diligence, Pricing, Management, Talent Acquisition, Talent Management, Global Talent..., Human Resources, Human Capital, Data Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Master of Business Administration (MBA)
The College of New Jersey
Bachelor, Finance
Jim Walder Jim Walder's Merrill Lynch Experience 2010 - 2011
Job NMLS#979664 Mortgage Loan Originator at AnnieMac Home Mortgage
Industry Financial Services
Experience
AnnieMac Home Mortgage 2012 - Present
Merrill Lynch 2010 - 2011
Skills
Mortgage Lending, Refinance, Loan Origination, B2B, First Time Home Buyers, FHA, Reverse Mortgages, Marketing Strategy, Consultative Selling..., Sales Presentations, Sales
Education
Rutgers Business School 2008 — 2011
Bachelor of Science (B.S.), Finance, General
AnnieMac Home Mortgage 2012 - Present
Merrill Lynch 2010 - 2011
Skills
Mortgage Lending, Refinance, Loan Origination, B2B, First Time Home Buyers, FHA, Reverse Mortgages, Marketing Strategy, Consultative Selling..., Sales Presentations, Sales
Education
Rutgers Business School 2008 — 2011
Bachelor of Science (B.S.), Finance, General
Elliot Berger Elliot Berger's Merrill Lynch Experience June 2008 - April 2013
Job Vice President of Institutional Advancement at New York Law School
Industry Philanthropy
Experience
New York Law School December 2014 - Present
Arabella Advisors April 2013 - December 2014
Merrill Lynch June 2008 - April 2013
Merrill Lynch 2005 - 2008
Skills
High Net Worth..., Wealth Management, Estate Planning, Wealth, Philanthropy, Venture Philanthropy, Trusts
Education
Rutgers Graduate School of Management 1993 — 1996
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Government
Livingston High School
New York Law School December 2014 - Present
Arabella Advisors April 2013 - December 2014
Merrill Lynch June 2008 - April 2013
Merrill Lynch 2005 - 2008
Skills
High Net Worth..., Wealth Management, Estate Planning, Wealth, Philanthropy, Venture Philanthropy, Trusts
Education
Rutgers Graduate School of Management 1993 — 1996
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Government
Livingston High School
John Shellenbach John Shellenbach's Merrill Lynch Experience November 2001 - February 2003
Job Route Distribution Mgr (Driver) at Halperns: Purveyors of Steak & Seafood
Industry Financial Services
Experience
Halperns: Purveyors of Steak & Seafood March 2014 - Present
City of Jacksonville December 2013 - Present
Lender Processing Services, Inc. (LPS) March 2009 - February 2013
ABN AMRO Bank N.V. / Citi Bank, NA December 2006 - May 2008
Washington Mutual February 2003 - October 2006
Merrill Lynch November 2001 - February 2003
US Navy December 1976 - April 1981
Skills
Loss Mitigation, Creative Writer, Editorial Skills, Credit Analyst, Mortgage Servicing, Mortgage Banking, Loan Servicing, Mortgage Lending, Loan Origination, Residential Mortgages, FHA, Mortgage Underwriting, Loans, Refinance, Default, Credit, Consumer Lending, Underwriting, Technical Writing, Loan Modifications, Financial Services, Credit Analysis
Education
Rowan University 1981 — 1986
Bachelors, Communications
Halperns: Purveyors of Steak & Seafood March 2014 - Present
City of Jacksonville December 2013 - Present
Lender Processing Services, Inc. (LPS) March 2009 - February 2013
ABN AMRO Bank N.V. / Citi Bank, NA December 2006 - May 2008
Washington Mutual February 2003 - October 2006
Merrill Lynch November 2001 - February 2003
US Navy December 1976 - April 1981
Skills
Loss Mitigation, Creative Writer, Editorial Skills, Credit Analyst, Mortgage Servicing, Mortgage Banking, Loan Servicing, Mortgage Lending, Loan Origination, Residential Mortgages, FHA, Mortgage Underwriting, Loans, Refinance, Default, Credit, Consumer Lending, Underwriting, Technical Writing, Loan Modifications, Financial Services, Credit Analysis
Education
Rowan University 1981 — 1986
Bachelors, Communications
Michael Fidler, CFP®, CIMA®, CPWA® Michael Fidler, CFP®, CIMA®, CPWA®'s Merrill Lynch Experience May 1999 - January 2003
Job
Industry Financial Services
Experience
UBS May 2012 - Present
Morgan Stanley Smith Barney January 2003 - May 2012
Merrill Lynch May 1999 - January 2003
Education
Rowan University
Bachelor of Science (B.S.), Finance
Widener University
Masters, Taxation
UBS May 2012 - Present
Morgan Stanley Smith Barney January 2003 - May 2012
Merrill Lynch May 1999 - January 2003
Education
Rowan University
Bachelor of Science (B.S.), Finance
Widener University
Masters, Taxation
George Krenicki George Krenicki's Merrill Lynch Experience 1997 - 1998
Job Management Consultant
Industry Financial Services
Experience
RGP Consulting March 2013 - December 2014
BlackRock 2009 - September 2011
BlackRock 2005 - 2009
BlackRock 2001 - 2005
Deutsche Bank 1999 - 2000
Deutsche Bank 1998 - 1999
Merrill Lynch 1997 - 1998
PaineWebber 1995 - 1997
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Project Management, Presentations, Financial Services, Asset Managment, Separate Accounts, Separately Managed..., Mutual Funds, Equities, Fixed Income, Liquidity, Alternative Investments, Hedge Funds, Fund Of Funds, Asset Management, Accounting, Strategic Financial..., Investment Management, Forecasting, Strategy, Finance, Analysis, Business Analysis, Budgets, Investments
Education
Rutgers Graduate School of Management 1994 — 1995
MBA, Professional Accounting Program
University of Connecticut 1987 — 1991
BA, Economics
RGP Consulting March 2013 - December 2014
BlackRock 2009 - September 2011
BlackRock 2005 - 2009
BlackRock 2001 - 2005
Deutsche Bank 1999 - 2000
Deutsche Bank 1998 - 1999
Merrill Lynch 1997 - 1998
PaineWebber 1995 - 1997
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Project Management, Presentations, Financial Services, Asset Managment, Separate Accounts, Separately Managed..., Mutual Funds, Equities, Fixed Income, Liquidity, Alternative Investments, Hedge Funds, Fund Of Funds, Asset Management, Accounting, Strategic Financial..., Investment Management, Forecasting, Strategy, Finance, Analysis, Business Analysis, Budgets, Investments
Education
Rutgers Graduate School of Management 1994 — 1995
MBA, Professional Accounting Program
University of Connecticut 1987 — 1991
BA, Economics
Daniel Monroe, CIMA®'s Merrill Lynch Experience April 2012 - Present
Job VP: Associate Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Merrill Lynch June 2010 - April 2012
Merrill Lynch October 2005 - June 2010
Merrill Lynch December 2003 - October 2005
Skills
Portfolio Management, Investment Management, Fixed Income, Wealth Management, Equities, Alternative Investments, Series 7, Hedge Funds, Bloomberg, Derivatives, Asset Allocation, Mutual Funds, ETFs, Structured Products, Capital Markets
Education
Rowan University 1997 — 2001
B.A., Economics
Merrill Lynch April 2012 - Present
Merrill Lynch June 2010 - April 2012
Merrill Lynch October 2005 - June 2010
Merrill Lynch December 2003 - October 2005
Skills
Portfolio Management, Investment Management, Fixed Income, Wealth Management, Equities, Alternative Investments, Series 7, Hedge Funds, Bloomberg, Derivatives, Asset Allocation, Mutual Funds, ETFs, Structured Products, Capital Markets
Education
Rowan University 1997 — 2001
B.A., Economics
Mohit Toor's Merrill Lynch Experience June 2014 - Present
Job Accounting Professional
Industry Accounting
Experience
Merrill Lynch June 2014 - Present
PNC May 2013 - December 2013
Wakefern Food Corp. January 2012 - March 2012
S.A. Associates Consulting & CPA Firm June 2010 - October 2010
JAV Gas 4 Less INC May 2009 - September 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Master of Science (MSc), Accounting and Finance
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science, Accounting, Finance
Rutgers, The State University of New Jersey Rutgers Business School - Newark Campus 2007 — 2011
Bachelor of Science, Finance and Accounting
North Brunswick Township High School 2003 — 2007
High School Diploma, -
Merrill Lynch June 2014 - Present
PNC May 2013 - December 2013
Wakefern Food Corp. January 2012 - March 2012
S.A. Associates Consulting & CPA Firm June 2010 - October 2010
JAV Gas 4 Less INC May 2009 - September 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2016
Master of Science (MSc), Accounting and Finance
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science, Accounting, Finance
Rutgers, The State University of New Jersey Rutgers Business School - Newark Campus 2007 — 2011
Bachelor of Science, Finance and Accounting
North Brunswick Township High School 2003 — 2007
High School Diploma, -
Paul Ilechko's Merrill Lynch Experience 1988 - 1997
Job Senior Systems Engineer at MapR Technologies
Industry Information Technology and Services
Experience
MapR Technologies June 2015 - Present
IBM February 2015 - June 2015
IBM March 2014 - February 2015
IBM February 2003 - February 2014
Torry Harris 2001 - 2003
Answerthink 2000 - 2001
Transarc 1997 - 1999
Merrill Lynch 1988 - 1997
Tangent International 1984 - 1985
Skills
Solution Architecture, Enterprise Architecture, IT Strategy, SOA, Architecture, Websphere, Application Architecture, Cloud Computing, Distributed Systems, Architectures, Middleware, Integration, Security, Technical Leadership, Java Enterprise Edition, Enterprise Software, WebSphere Application..., Product Management, IBM BPM, Consulting, SDLC, WebSphere Message Broker, EAI, ESB, Applications Software..., Virtualization, Digital Media processing, Hadoop, Apache Spark, MapReduce, HBase, NoSQL
Education
Royal Holloway, University of London 1975 — 1978
BSc., Mathematics
Penistone Grammar School 1968 — 1975
MapR Technologies June 2015 - Present
IBM February 2015 - June 2015
IBM March 2014 - February 2015
IBM February 2003 - February 2014
Torry Harris 2001 - 2003
Answerthink 2000 - 2001
Transarc 1997 - 1999
Merrill Lynch 1988 - 1997
Tangent International 1984 - 1985
Skills
Solution Architecture, Enterprise Architecture, IT Strategy, SOA, Architecture, Websphere, Application Architecture, Cloud Computing, Distributed Systems, Architectures, Middleware, Integration, Security, Technical Leadership, Java Enterprise Edition, Enterprise Software, WebSphere Application..., Product Management, IBM BPM, Consulting, SDLC, WebSphere Message Broker, EAI, ESB, Applications Software..., Virtualization, Digital Media processing, Hadoop, Apache Spark, MapReduce, HBase, NoSQL
Education
Royal Holloway, University of London 1975 — 1978
BSc., Mathematics
Penistone Grammar School 1968 — 1975
Arjun Bains Arjun Bains's Merrill Lynch Experience February 2014 - May 2014
Job Corporate & Investment Banking Summer Analyst at Mizuho Bank
Industry Financial Services
Experience
Mizuho Bank June 2015 - August 2015
Tucker Capital June 2014 - August 2014
Merrill Lynch February 2014 - May 2014
Weichert Realtors July 2013 - April 2014
Skills
Microsoft Excel, Sales, PowerPoint, Financial Modeling, Investments, Fundamental Analysis, Portfolio Performance..., Mutual Funds, Data Analysis, HTML, Adobe Dreamweaver, Technical Analysis, JavaScript, Adobe Photoshop, Financial Analysis, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Bachelor's Degree, Finance, Economics
Mizuho Bank June 2015 - August 2015
Tucker Capital June 2014 - August 2014
Merrill Lynch February 2014 - May 2014
Weichert Realtors July 2013 - April 2014
Skills
Microsoft Excel, Sales, PowerPoint, Financial Modeling, Investments, Fundamental Analysis, Portfolio Performance..., Mutual Funds, Data Analysis, HTML, Adobe Dreamweaver, Technical Analysis, JavaScript, Adobe Photoshop, Financial Analysis, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Bachelor's Degree, Finance, Economics
Patricia Vera Patricia Vera's Merrill Lynch Experience 2006 - 2008
Job Senior Director, Risk Management & Treasury at Daiichi Sankyo, Inc.
Industry Pharmaceuticals
Experience
Daiichi Sankyo, Inc. 2015 - Present
Daiichi Sankyo 2013 - 2015
Daiichi Sankyo 2012 - 2013
Daiichi Sankyo 2011 - 2012
Daiichi Sankyo 2008 - 2011
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2006
Merrill Lynch 2002 - 2005
Merrill Lynch 2001 - 2002
Skills
Financial Modeling, Business Analysis, Analytics, Cross-functional Team..., Strategic Planning, Financial Analysis, Business Strategy, Project Management, Process Improvement, Leadership, Analysis, SAP, Business Planning, Forecasting, Management, Pharmaceutical Industry
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2005
MBA, Marketing and Strategic Management
University of Pennsylvania 1997 — 2001
BSE, Systems Engineering
Daiichi Sankyo, Inc. 2015 - Present
Daiichi Sankyo 2013 - 2015
Daiichi Sankyo 2012 - 2013
Daiichi Sankyo 2011 - 2012
Daiichi Sankyo 2008 - 2011
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2006
Merrill Lynch 2002 - 2005
Merrill Lynch 2001 - 2002
Skills
Financial Modeling, Business Analysis, Analytics, Cross-functional Team..., Strategic Planning, Financial Analysis, Business Strategy, Project Management, Process Improvement, Leadership, Analysis, SAP, Business Planning, Forecasting, Management, Pharmaceutical Industry
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2005
MBA, Marketing and Strategic Management
University of Pennsylvania 1997 — 2001
BSE, Systems Engineering
Jason Fronjian Jason Fronjian's Merrill Lynch Experience January 2010 - January 2013
Job Excelsior Inc.
Industry Financial Services
Experience
Excelsior Inc. June 2014 - Present
Nationstar Mortgage July 2013 - March 2015
Freedom Mortgage December 2012 - August 2013
Merrill Lynch January 2010 - January 2013
Morgan Stanley Investment Management September 2009 - December 2010
GMAC Mortgage Residential January 2000 - August 2009
The Money Store January 1997 - January 2000
Skills
Innovation Development, Operational Efficiency, Artificial Intelligence, client experience, Digital Media, Process Improvement, Analytics, Management, Finance, Financial Services, Credit Analysis, Investments, Portfolio Management, Financial Planning, Revenue Cycle Management, Banking, Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Residential Mortgages
Education
Villanova University 2015 — 2017
Finance and Financial Management Services
Rowan University 1993 — 1997
Business, Management, Marketing, and Related Support Services
Excelsior Inc. June 2014 - Present
Nationstar Mortgage July 2013 - March 2015
Freedom Mortgage December 2012 - August 2013
Merrill Lynch January 2010 - January 2013
Morgan Stanley Investment Management September 2009 - December 2010
GMAC Mortgage Residential January 2000 - August 2009
The Money Store January 1997 - January 2000
Skills
Innovation Development, Operational Efficiency, Artificial Intelligence, client experience, Digital Media, Process Improvement, Analytics, Management, Finance, Financial Services, Credit Analysis, Investments, Portfolio Management, Financial Planning, Revenue Cycle Management, Banking, Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Residential Mortgages
Education
Villanova University 2015 — 2017
Finance and Financial Management Services
Rowan University 1993 — 1997
Business, Management, Marketing, and Related Support Services
Ken Sielecki Ken Sielecki's Merrill Lynch Experience April 2006 - June 2008
Job Sales Representative – Asia Pacific at Modern Survey
Industry Internet
Experience
Modern Survey September 2015 - Present
JKM Advisory Pte Ltd August 2013 - Present
YuuZoo Corporation January 2014 - October 2014
Olivia Mia May 2012 - August 2013
Vieleve November 2011 - May 2012
Bank of America Merrill Lynch July 2008 - July 2011
Merrill Lynch April 2006 - June 2008
RBS Markets & International Banking August 2004 - April 2006
Skills
E-commerce, International Business, Fashion, Start-ups, Emerging Markets, Private Equity, Entrepreneurship, Business Strategy, Trading, Luxury Goods, Corporate Finance, Investment Banking, Investments, Valuation, Asset Management, Wholesale, Mergers & Acquisitions, Portfolio Management, Restructuring, Financial Modeling, Social Media, Social Media Marketing, Mobile Games, Electronic Payments, Mobile Devices, Digital Marketing, Management, Sales, Strategic Partnerships, Marketing, Business Development, E-Commerce
Education
Royal Holloway, University of London
Bachelor of Science (BSc), Economics
American Embassy School, New Delhi
Deutsche Schule, Neu Delhi
Modern Survey September 2015 - Present
JKM Advisory Pte Ltd August 2013 - Present
YuuZoo Corporation January 2014 - October 2014
Olivia Mia May 2012 - August 2013
Vieleve November 2011 - May 2012
Bank of America Merrill Lynch July 2008 - July 2011
Merrill Lynch April 2006 - June 2008
RBS Markets & International Banking August 2004 - April 2006
Skills
E-commerce, International Business, Fashion, Start-ups, Emerging Markets, Private Equity, Entrepreneurship, Business Strategy, Trading, Luxury Goods, Corporate Finance, Investment Banking, Investments, Valuation, Asset Management, Wholesale, Mergers & Acquisitions, Portfolio Management, Restructuring, Financial Modeling, Social Media, Social Media Marketing, Mobile Games, Electronic Payments, Mobile Devices, Digital Marketing, Management, Sales, Strategic Partnerships, Marketing, Business Development, E-Commerce
Education
Royal Holloway, University of London
Bachelor of Science (BSc), Economics
American Embassy School, New Delhi
Deutsche Schule, Neu Delhi
Beth Tepper's Merrill Lynch Experience February 1982 - January 1991
Job Assistant Vice President at Newark Beth Israel Medical Center and Children's Hospital of New Jersey
Industry Hospital & Health Care
Experience
Newark Beth Israel Medical Center and Children's Hospital of New Jersey August 2014 - Present
Newark Beth Israel Medical Center and Children's Hospital of New Jersey June 2013 - August 2014
Newark Beth Israel Medical Ctr February 2004 - June 2013
Merrill Lynch February 1982 - January 1991
Skills
Fundraising, Event Planning, Event Management, Stewardship, Fundraisers, Donor Solicitation, Major Gift Development, Donor Recognition, Raiser's Edge, Social Media, Prospect Research, Microsoft Excel, Microsoft Word, Microsoft Office, Hospitals, Project Management, Nonprofits, Management, Community Outreach, Program Development, Grant Writing, Healthcare, Public Speaking, Organizational..., Leadership, Staff Development, Leadership Development, Volunteer Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1985 — 1986
Graduate Work, Finance
Rutgers, The State University of New Jersey-Newark 1982 — 1984
Bachelor's Degree, Business Administration - Finance
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1982
Finance, General
Newark Beth Israel Medical Center and Children's Hospital of New Jersey August 2014 - Present
Newark Beth Israel Medical Center and Children's Hospital of New Jersey June 2013 - August 2014
Newark Beth Israel Medical Ctr February 2004 - June 2013
Merrill Lynch February 1982 - January 1991
Skills
Fundraising, Event Planning, Event Management, Stewardship, Fundraisers, Donor Solicitation, Major Gift Development, Donor Recognition, Raiser's Edge, Social Media, Prospect Research, Microsoft Excel, Microsoft Word, Microsoft Office, Hospitals, Project Management, Nonprofits, Management, Community Outreach, Program Development, Grant Writing, Healthcare, Public Speaking, Organizational..., Leadership, Staff Development, Leadership Development, Volunteer Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1985 — 1986
Graduate Work, Finance
Rutgers, The State University of New Jersey-Newark 1982 — 1984
Bachelor's Degree, Business Administration - Finance
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1982
Finance, General
Nosheen Syed Nosheen Syed's Merrill Lynch Experience May 2008 - 2008
Job SAP Coordinator at Arc International
Industry Food & Beverages
Experience
Arc International June 2015 - Present
Campbell Soup Company October 2012 - June 2015
Maple Leaf Foods Inc March 2011 - 2011
Burberry June 2010 - 2010
Merrill Lynch May 2008 - 2008
Skills
SAP, Supply Chain, Cross-functional Team..., Financial Analysis, Change Management, Team Leadership, Retail, Spend Management, Contract Management, Procurement, Procurement Contracts, Process Improvement, Forecasting
Education
Rutgers Business School 2005 — 2009
Bachelors of Science, Finance
Rutgers Business School 2005 — 2009
Bachelors of Science, Business Management
Arc International June 2015 - Present
Campbell Soup Company October 2012 - June 2015
Maple Leaf Foods Inc March 2011 - 2011
Burberry June 2010 - 2010
Merrill Lynch May 2008 - 2008
Skills
SAP, Supply Chain, Cross-functional Team..., Financial Analysis, Change Management, Team Leadership, Retail, Spend Management, Contract Management, Procurement, Procurement Contracts, Process Improvement, Forecasting
Education
Rutgers Business School 2005 — 2009
Bachelors of Science, Finance
Rutgers Business School 2005 — 2009
Bachelors of Science, Business Management
Kassandre Johnson Kassandre Johnson's Merrill Lynch Experience June 2014 - August 2014
Job Student at Rowan University
Industry Consumer Services
Experience
Rowan University April 2013 - June 2015
Merrill Lynch June 2014 - August 2014
Skills
Event Planning, Customer Service, Microsoft Word, Microsoft Excel, Social Networking, Exceptional versatility..., Great communications..., Quick & Eager Learner, Bilingual-English/Spanis..., Human Resources, Time Management, Data Entry, Office Management, Administrative..., Facebook, Access, Microsoft Office, Communication, Leadership, Public Speaking, Teamwork, Social Media, Business Analysis, Financial Analysis, Strategic Planning, Critical Thinking
Education
Rowan University 2011 — 2015
Bachelor of Science (BS), Management
Rowan University April 2013 - June 2015
Merrill Lynch June 2014 - August 2014
Skills
Event Planning, Customer Service, Microsoft Word, Microsoft Excel, Social Networking, Exceptional versatility..., Great communications..., Quick & Eager Learner, Bilingual-English/Spanis..., Human Resources, Time Management, Data Entry, Office Management, Administrative..., Facebook, Access, Microsoft Office, Communication, Leadership, Public Speaking, Teamwork, Social Media, Business Analysis, Financial Analysis, Strategic Planning, Critical Thinking
Education
Rowan University 2011 — 2015
Bachelor of Science (BS), Management
Elyse (Geschwind) Schulman Elyse (Geschwind) Schulman's Merrill Lynch Experience May 1983 - February 1993
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 1993 - Present
Merrill Lynch May 1983 - February 1993
Skills
Strategy, Strategic Planning, Competitive Analysis, Marketing Management, Project Planning, Leadership, Analytics, Data Analysis, Series 7, Program Management, Project Management, Market Research, Credit, Management, Customer Acquisition, Marketing Research
Education
Rutgers Business School 2015 — 2016
MBA Candidate Fall 2016, Leadership and Strategy
University at Albany, SUNY 1979 — 1983
B.S., Business
Wells Fargo February 1993 - Present
Merrill Lynch May 1983 - February 1993
Skills
Strategy, Strategic Planning, Competitive Analysis, Marketing Management, Project Planning, Leadership, Analytics, Data Analysis, Series 7, Program Management, Project Management, Market Research, Credit, Management, Customer Acquisition, Marketing Research
Education
Rutgers Business School 2015 — 2016
MBA Candidate Fall 2016, Leadership and Strategy
University at Albany, SUNY 1979 — 1983
B.S., Business
Kiwako Kono Kiwako Kono's Merrill Lynch Experience July 2008 - October 2008
Job Staff Accountant at Bloomingdale's
Industry Accounting
Experience
Bloomingdale's April 2015 - Present
Bloomingdale's March 2014 - Present
alice + olivia November 2013 - January 2014
HealthCare ConneXions, a division of Telerx September 2012 - November 2013
Internship - Chubb Group of Insurance Companies December 2011 - March 2012
Ricoh Business Solutions January 2009 - May 2011
Merrill Lynch July 2008 - October 2008
Douglass College Office of Residence Life October 2004 - May 2008
Skills
Account Reconciliation, Accounts Receivable, Accounting, Outlook, Accounts Payable, Microsoft Excel, Invoicing, PowerPoint, Microsoft Word, Customer Service, Peachtree, Research, Management, Oracle E-Business Suite, Blue Cherry, Microsoft Dynamics...
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2012
MBA, Professional Accounting, 3.23/4.00
Rutgers University, Douglass College 2004 — 2008
B.A, Sociology, 3.88/4.00
Nutley high school
Bloomingdale's April 2015 - Present
Bloomingdale's March 2014 - Present
alice + olivia November 2013 - January 2014
HealthCare ConneXions, a division of Telerx September 2012 - November 2013
Internship - Chubb Group of Insurance Companies December 2011 - March 2012
Ricoh Business Solutions January 2009 - May 2011
Merrill Lynch July 2008 - October 2008
Douglass College Office of Residence Life October 2004 - May 2008
Skills
Account Reconciliation, Accounts Receivable, Accounting, Outlook, Accounts Payable, Microsoft Excel, Invoicing, PowerPoint, Microsoft Word, Customer Service, Peachtree, Research, Management, Oracle E-Business Suite, Blue Cherry, Microsoft Dynamics...
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2012
MBA, Professional Accounting, 3.23/4.00
Rutgers University, Douglass College 2004 — 2008
B.A, Sociology, 3.88/4.00
Nutley high school
Deann McDermott Deann McDermott's Merrill Lynch Experience August 1996 - August 1997
Job Brand Partner at Uncorked Health & Wellness
Industry Financial Services
Experience
Uncorked Health & Wellness February 2015 - Present
Doctor Referred Inc. January 2015 - Present
PHH Mortgage February 2005 - December 2006
Cigna March 2003 - February 2005
Stoncor Group April 2002 - February 2003
JPMorgan Chase February 2000 - April 2002
JPMorgan Chase June 1999 - February 2000
JPMorgan Chase July 1998 - June 1999
JPMorgan Chase August 1997 - July 1998
Merrill Lynch August 1996 - August 1997
Skills
Data Analysis, Monthly Close Process, Financial Analysis, Dependable Team Player, Finance, QuickBooks, Financial Reporting, Banking, Cash Flow, General Ledger, Corporate Finance, Financial Accounting, Managerial Finance, Accounting, Account Reconciliation, Time Management, English, Spanish, Japanese
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1996
Bachelor of Applied Science (BASc), Finance
Uncorked Health & Wellness February 2015 - Present
Doctor Referred Inc. January 2015 - Present
PHH Mortgage February 2005 - December 2006
Cigna March 2003 - February 2005
Stoncor Group April 2002 - February 2003
JPMorgan Chase February 2000 - April 2002
JPMorgan Chase June 1999 - February 2000
JPMorgan Chase July 1998 - June 1999
JPMorgan Chase August 1997 - July 1998
Merrill Lynch August 1996 - August 1997
Skills
Data Analysis, Monthly Close Process, Financial Analysis, Dependable Team Player, Finance, QuickBooks, Financial Reporting, Banking, Cash Flow, General Ledger, Corporate Finance, Financial Accounting, Managerial Finance, Accounting, Account Reconciliation, Time Management, English, Spanish, Japanese
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1996
Bachelor of Applied Science (BASc), Finance
Patricia Bekti Patricia Bekti's Merrill Lynch Experience January 2008 - May 2008
Job AVP, Global Financial Control Bank Control Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2006 - Present
Merrill Lynch January 2008 - May 2008
Merrill Lynch August 2007 - January 2008
Merrill Lynch May 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office 2007, Oracle, Visio, Consolidation, SharePoint, Microsoft Word, Bank Reconciliation, Account Reconciliation, Outlook, Accounts Payable, Leadership, Management, Financial Analysis, Finance, Analysis, Banking, Financial Services
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2006
Bachelors of Science, Finance
Bank of America Merrill Lynch May 2006 - Present
Merrill Lynch January 2008 - May 2008
Merrill Lynch August 2007 - January 2008
Merrill Lynch May 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office 2007, Oracle, Visio, Consolidation, SharePoint, Microsoft Word, Bank Reconciliation, Account Reconciliation, Outlook, Accounts Payable, Leadership, Management, Financial Analysis, Finance, Analysis, Banking, Financial Services
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2003 — 2006
Bachelors of Science, Finance
Jennifer Bryceland Jennifer Bryceland's Merrill Lynch Experience June 2005 - March 2007
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock November 2008 - Present
BlackRock March 2007 - November 2008
Merrill Lynch June 2005 - March 2007
Merrill Lynch October 2001 - June 2005
Merrill Lynch July 2000 - October 2001
Merrill Lynch March 1999 - July 2000
Merrill Lynch February 1998 - March 1999
Merrill Lynch October 1997 - February 1998
Norwegian Cruise Line M/S Dreamward 1995 - 1996
Skills
Bloomberg, Portfolio Management, Business Process, Business Process..., Investments, Security, Alternative Investments, Asset Management, Integration, Business Analysis, Securities, Equities, Vendor Management, Strategy, Market Data, Fixed Income, Asset Managment, Derivatives, Capital Markets, Analysis, Mutual Funds, Process Improvement, Financial Services, Mergers & Acquisitions, Trading, Relationship Management, Management
Education
Rowan University
Bachelor of Science (BS), Business Management
BlackRock November 2008 - Present
BlackRock March 2007 - November 2008
Merrill Lynch June 2005 - March 2007
Merrill Lynch October 2001 - June 2005
Merrill Lynch July 2000 - October 2001
Merrill Lynch March 1999 - July 2000
Merrill Lynch February 1998 - March 1999
Merrill Lynch October 1997 - February 1998
Norwegian Cruise Line M/S Dreamward 1995 - 1996
Skills
Bloomberg, Portfolio Management, Business Process, Business Process..., Investments, Security, Alternative Investments, Asset Management, Integration, Business Analysis, Securities, Equities, Vendor Management, Strategy, Market Data, Fixed Income, Asset Managment, Derivatives, Capital Markets, Analysis, Mutual Funds, Process Improvement, Financial Services, Mergers & Acquisitions, Trading, Relationship Management, Management
Education
Rowan University
Bachelor of Science (BS), Business Management
Kristin Ikola Kristin Ikola's Merrill Lynch Experience April 2005 - September 2006
Job TFCE Equities Exam Manager at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
FINRA September 2006 - May 2015
Merrill Lynch April 2005 - September 2006
Merrill Lynch August 2001 - April 2005
Skills
Series 7, Uniform Combined State..., FINRA, Financial Risk, Investments, Trading, Securities, Equities, Financial Advisory
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1998 — 2001
Bachelor's degree, Finance
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
FINRA September 2006 - May 2015
Merrill Lynch April 2005 - September 2006
Merrill Lynch August 2001 - April 2005
Skills
Series 7, Uniform Combined State..., FINRA, Financial Risk, Investments, Trading, Securities, Equities, Financial Advisory
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1998 — 2001
Bachelor's degree, Finance
Nancy Nawn, CFP® Nancy Nawn, CFP®'s Merrill Lynch Experience January 2005 - March 2006
Job Chief Service Officer Northeast Region
Industry Financial Services
Experience
Mercer Advisors January 2015 - Present
Mercer Advisors April 2013 - December 2014
Mercer Advisors August 2006 - December 2009
Merrill Lynch January 2005 - March 2006
Delaware Investments, a member of the Macquarie Group March 1997 - February 2004
Skills
Retirement Planning, Investment Management, Investments, Asset Allocation, Wealth Management, Management, Business Planning, Certified Financial..., Operations Management, Series 63, Series 7, Finance, Financial Services, Financial Planning, Business Process..., Investment Advisory, Securities, Portfolio Management, Comprehensive Planning, Front to Back Office, Sales Support Tools, Office Administration, Series 65
Education
St. Joseph's University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Rowan University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Triton Regional HS
Mercer Advisors January 2015 - Present
Mercer Advisors April 2013 - December 2014
Mercer Advisors August 2006 - December 2009
Merrill Lynch January 2005 - March 2006
Delaware Investments, a member of the Macquarie Group March 1997 - February 2004
Skills
Retirement Planning, Investment Management, Investments, Asset Allocation, Wealth Management, Management, Business Planning, Certified Financial..., Operations Management, Series 63, Series 7, Finance, Financial Services, Financial Planning, Business Process..., Investment Advisory, Securities, Portfolio Management, Comprehensive Planning, Front to Back Office, Sales Support Tools, Office Administration, Series 65
Education
St. Joseph's University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Rowan University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Triton Regional HS
Daniel Gonzalez Daniel Gonzalez's Merrill Lynch Experience May 2007 - August 2007
Job Senior Associate FP&A / Corporate Development at TravelClick
Industry Management Consulting
Experience
TravelClick May 2015 - Present
KPMG May 2013 - May 2015
KPMG October 2010 - May 2013
Johnson & Johnson October 2008 - May 2009
Morgan Stanley May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Finance, Financial Modeling, Valuation, Financial Analysis, Risk Management, Forecasting, Management, Accounting, Auditing, Due Diligence, Corporate Finance, Financial Reporting, Financial Statements, Competitive Analysis, Analysis, Visio, Process Improvement, Accounts Payable, Project Planning, Training, US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, Account Reconciliation, Internal Controls, Microsoft Excel, PowerPoint
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2010
Master of Business Administration (MBA), Finance & Accounting
Rutgers University, New Brunswick 2005 — 2009
B.S., Major: Finance, Minor: Psychology
TravelClick May 2015 - Present
KPMG May 2013 - May 2015
KPMG October 2010 - May 2013
Johnson & Johnson October 2008 - May 2009
Morgan Stanley May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Finance, Financial Modeling, Valuation, Financial Analysis, Risk Management, Forecasting, Management, Accounting, Auditing, Due Diligence, Corporate Finance, Financial Reporting, Financial Statements, Competitive Analysis, Analysis, Visio, Process Improvement, Accounts Payable, Project Planning, Training, US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, Account Reconciliation, Internal Controls, Microsoft Excel, PowerPoint
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2010
Master of Business Administration (MBA), Finance & Accounting
Rutgers University, New Brunswick 2005 — 2009
B.S., Major: Finance, Minor: Psychology
Jowy Martinez Jowy Martinez's Merrill Lynch Experience June 2013 - December 2013
Job Financial Associate (FLDP) at Mondelēz International
Industry Consumer Goods
Experience
Mondelēz International July 2014 - Present
Drakewell Group January 2014 - July 2014
Merrill Lynch June 2013 - December 2013
Conversion Partners LLC February 2013 - June 2013
Wyndham Worldwide November 2011 - January 2013
Lakeland Bus August 2008 - March 2012
Education
Rutgers Business School 2011 — 2014
Bachelor's degree, Accounting and Finance
Mondelēz International July 2014 - Present
Drakewell Group January 2014 - July 2014
Merrill Lynch June 2013 - December 2013
Conversion Partners LLC February 2013 - June 2013
Wyndham Worldwide November 2011 - January 2013
Lakeland Bus August 2008 - March 2012
Education
Rutgers Business School 2011 — 2014
Bachelor's degree, Accounting and Finance
Greg Lerner Greg Lerner's Merrill Lynch Experience May 2012 - August 2012
Job Equities Trading Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Kwerie October 2013 - May 2014
SocoVibe May 2011 - October 2013
Goldman Sachs June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Natirar June 2011 - September 2011
Skills
Social Media, Entrepreneurship, Social Networking, Financial Analysis, Public Speaking, Leadership, Team Leadership, Facebook, Accounting, SQL, Outlook, Marketing Strategy, HTML, Critical Thinking, Sales, Team Building, WordPress, Google Analytics, Equities
Education
Rutgers Business School 2010 — 2014
Bachelors of Science, Finance
Goldman Sachs July 2014 - Present
Kwerie October 2013 - May 2014
SocoVibe May 2011 - October 2013
Goldman Sachs June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Natirar June 2011 - September 2011
Skills
Social Media, Entrepreneurship, Social Networking, Financial Analysis, Public Speaking, Leadership, Team Leadership, Facebook, Accounting, SQL, Outlook, Marketing Strategy, HTML, Critical Thinking, Sales, Team Building, WordPress, Google Analytics, Equities
Education
Rutgers Business School 2010 — 2014
Bachelors of Science, Finance
Hollie Fagan Hollie Fagan's Merrill Lynch Experience December 2003 - September 2007
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock September 2014 - Present
BlackRock August 2013 - September 2014
iShares February 2010 - August 2013
AllianceBernstein September 2007 - February 2010
Merrill Lynch December 2003 - September 2007
Skills
Asset Management, Sales Management, Distribution Management, Wealth Management, Sales, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Series 63, Fixed Income, Portfolio Management, Equities, Private Banking, Investment Advisory, Investment Strategies, Investments, Investment Management, Series 24, ETF
Education
Rutgers Graduate School of Management 1997 — 2001
MBA, Business
The College of New Jersey 1987 — 1991
BS, Marketing
BlackRock September 2014 - Present
BlackRock August 2013 - September 2014
iShares February 2010 - August 2013
AllianceBernstein September 2007 - February 2010
Merrill Lynch December 2003 - September 2007
Skills
Asset Management, Sales Management, Distribution Management, Wealth Management, Sales, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Series 63, Fixed Income, Portfolio Management, Equities, Private Banking, Investment Advisory, Investment Strategies, Investments, Investment Management, Series 24, ETF
Education
Rutgers Graduate School of Management 1997 — 2001
MBA, Business
The College of New Jersey 1987 — 1991
BS, Marketing
Gretchen Gayeski (Barrick), PMP Gretchen Gayeski (Barrick), PMP's Merrill Lynch Experience August 2008 - October 2009
Job Fixed Income and Commodities E Trading Risk Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Bank of America Merrill Lynch July 2010 - June 2012
Bank of America Merrill Lynch October 2009 - July 2010
Merrill Lynch August 2008 - October 2009
Merrill Lynch August 2008 - October 2009
Skills
Financial Services, Risk Management, Derivatives, Equities, Back Office, Analytics, Securities, Fixed Income, Middle Office, Asset Managment
Education
Rutgers Business School 2008 — 2011
MBA, Supply Chain Management
Rutgers University 2001 — 2005
B.A., Economics; Financial Economics
Morgan Stanley June 2012 - Present
Bank of America Merrill Lynch July 2010 - June 2012
Bank of America Merrill Lynch October 2009 - July 2010
Merrill Lynch August 2008 - October 2009
Merrill Lynch August 2008 - October 2009
Skills
Financial Services, Risk Management, Derivatives, Equities, Back Office, Analytics, Securities, Fixed Income, Middle Office, Asset Managment
Education
Rutgers Business School 2008 — 2011
MBA, Supply Chain Management
Rutgers University 2001 — 2005
B.A., Economics; Financial Economics
Lena Herzfeld Lena Herzfeld's Merrill Lynch Experience November 2011 - May 2012
Job Planning and Analysis Specialist, Prudential International Insurance Finance at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Toastmasters International July 2013 - Present
Prudential Financial January 2014 - March 2015
Prudential Financial July 2012 - January 2014
Merrill Lynch November 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Gamma Phi Beta Sorority January 2010 - December 2010
Skills
Microsoft Office, Financial Reporting, Financial Analysis, Budgets, Financial Modeling, Access, Oracle General Ledger, MS Excel Pivot Tables
Education
Rutgers Business School 2008 — 2012
B.S. with Honors, Finance
Prudential Financial April 2015 - Present
Toastmasters International July 2013 - Present
Prudential Financial January 2014 - March 2015
Prudential Financial July 2012 - January 2014
Merrill Lynch November 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Gamma Phi Beta Sorority January 2010 - December 2010
Skills
Microsoft Office, Financial Reporting, Financial Analysis, Budgets, Financial Modeling, Access, Oracle General Ledger, MS Excel Pivot Tables
Education
Rutgers Business School 2008 — 2012
B.S. with Honors, Finance
Omar Khalifa Omar Khalifa's Merrill Lynch Experience February 2004 - March 2005
Job ETF Specialist, Associate
Industry Investment Management
Experience
BlackRock September 2013 - Present
Wells Fargo December 2012 - September 2013
BlackRock March 2005 - December 2012
Merrill Lynch February 2004 - March 2005
Merrill Lynch January 2003 - February 2004
Merrill Lynch January 2002 - February 2003
Merrill Lynch January 2001 - January 2002
Skills
Alternative Investments, Business Strategy, Consultative Selling, Banking, Mutual Funds, Series 7, Equities, Market Analysis, Financial Analysis, Series 66, MBA, Uniform Combined State..., Relationship Management, Selling, Life Insurance, Private Banking, Consumer Lending, Securities Lending, Small Business Lending, Commercial Lending, Investments, Asset Allocation, Asset Management, Securities, Series 63, Financial Services, Investment Strategies, ETFs, Separately Managed..., Retirement, Fixed Income, High Net Worth..., Portfolio Management, Investment Advisory, Investment Management, Series 65, Financial Advisory, Capital Markets, FINRA, Financial Markets, Closed-end Funds, Portfolio Optimization, Sales, Finance, Wealth Management
Education
Rutgers Business School
Master of Business Administration (MBA)
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
BlackRock September 2013 - Present
Wells Fargo December 2012 - September 2013
BlackRock March 2005 - December 2012
Merrill Lynch February 2004 - March 2005
Merrill Lynch January 2003 - February 2004
Merrill Lynch January 2002 - February 2003
Merrill Lynch January 2001 - January 2002
Skills
Alternative Investments, Business Strategy, Consultative Selling, Banking, Mutual Funds, Series 7, Equities, Market Analysis, Financial Analysis, Series 66, MBA, Uniform Combined State..., Relationship Management, Selling, Life Insurance, Private Banking, Consumer Lending, Securities Lending, Small Business Lending, Commercial Lending, Investments, Asset Allocation, Asset Management, Securities, Series 63, Financial Services, Investment Strategies, ETFs, Separately Managed..., Retirement, Fixed Income, High Net Worth..., Portfolio Management, Investment Advisory, Investment Management, Series 65, Financial Advisory, Capital Markets, FINRA, Financial Markets, Closed-end Funds, Portfolio Optimization, Sales, Finance, Wealth Management
Education
Rutgers Business School
Master of Business Administration (MBA)
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
John Corsale's Merrill Lynch Experience February 2011 - Present
Job Retirement and Distribution Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
495 Productions June 2010 - October 2010
LA Digital Post February 2010 - April 2010
Abbot Management 2010 - 2010
Skills
Finance, Retirement Planning, Customer Service, Wire Transfers, International Wire..., IRAs, Roth IRA, Retirement Distributions, Retail Banking, SEP IRA, Social Media Marketing, Management, Retirement, Sales, Microsoft Office, Social Networking, Securities, Social Media, Event Management, Leadership, Mutual Funds, Microsoft Excel
Education
Rowan University 2005 — 2009
BA, Radio/TV/Film
Merrill Lynch February 2011 - Present
495 Productions June 2010 - October 2010
LA Digital Post February 2010 - April 2010
Abbot Management 2010 - 2010
Skills
Finance, Retirement Planning, Customer Service, Wire Transfers, International Wire..., IRAs, Roth IRA, Retirement Distributions, Retail Banking, SEP IRA, Social Media Marketing, Management, Retirement, Sales, Microsoft Office, Social Networking, Securities, Social Media, Event Management, Leadership, Mutual Funds, Microsoft Excel
Education
Rowan University 2005 — 2009
BA, Radio/TV/Film
Simon Malke Simon Malke's Merrill Lynch Experience September 2014 - Present
Job Assistant Vice President Project Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch September 2012 - September 2014
Merrill Lynch February 2010 - September 2012
Volunteer Income Tax Assissant January 2008 - April 2009
Skills
Project Management, Requirements Analysis, Business Strategy, Microsoft Office, Thomson One, TaxWise, Siebel, Fluent in Spanish and...
Education
Rowan University 2007 — 2009
Bachelor of Science, Accounting
Merrill Lynch September 2014 - Present
Merrill Lynch September 2012 - September 2014
Merrill Lynch February 2010 - September 2012
Volunteer Income Tax Assissant January 2008 - April 2009
Skills
Project Management, Requirements Analysis, Business Strategy, Microsoft Office, Thomson One, TaxWise, Siebel, Fluent in Spanish and...
Education
Rowan University 2007 — 2009
Bachelor of Science, Accounting
W. Patrick Shields, MBA W. Patrick Shields, MBA's Merrill Lynch Experience 2006 - 2007
Job Sr. Accountant at AT&T
Industry Telecommunications
Experience
AT&T 2014 - Present
AT&T 2010 - 2014
AT&T 2008 - 2010
Rutgers University 2006 - 2008
Merrill Lynch 2006 - 2007
Skills
Access, Management, Unix, Troubleshooting, Databases, Microsoft Excel, Customer Service, Windows, Leadership, Training, Invoicing, Time Management, Project Management, Process Improvement, Financial Analysis, Business Analysis, Microsoft Office, Data Analysis, Finance, Six Sigma, Sales
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Master of Business Administration (M.B.A.), Dual Concentrations: Finance, Management & Business Strategy
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor's Degree, Economics
AT&T 2014 - Present
AT&T 2010 - 2014
AT&T 2008 - 2010
Rutgers University 2006 - 2008
Merrill Lynch 2006 - 2007
Skills
Access, Management, Unix, Troubleshooting, Databases, Microsoft Excel, Customer Service, Windows, Leadership, Training, Invoicing, Time Management, Project Management, Process Improvement, Financial Analysis, Business Analysis, Microsoft Office, Data Analysis, Finance, Six Sigma, Sales
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Master of Business Administration (M.B.A.), Dual Concentrations: Finance, Management & Business Strategy
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor's Degree, Economics
Maria Iwanechko, CPA Maria Iwanechko, CPA's Merrill Lynch Experience October 1995 - December 2000
Job New Initiatives Manager at State Street
Industry Financial Services
Experience
State Street January 2001 - Present
Merrill Lynch October 1995 - December 2000
Merrill Lynch July 1993 - October 1995
Merrill Lynch November 1991 - August 1993
Merrill Lynch July 1990 - October 1991
Skills
Securities, Investments, Bonds, Accounting, Mutual Funds, Fund Accounting, Bloomberg, Equities, Hedge Funds, Financial Services, Tax
Education
Rutgers Graduate Business School 1998 — 2002
Entrepreneurship
Rutgers University
B.S., Accounting
State Street January 2001 - Present
Merrill Lynch October 1995 - December 2000
Merrill Lynch July 1993 - October 1995
Merrill Lynch November 1991 - August 1993
Merrill Lynch July 1990 - October 1991
Skills
Securities, Investments, Bonds, Accounting, Mutual Funds, Fund Accounting, Bloomberg, Equities, Hedge Funds, Financial Services, Tax
Education
Rutgers Graduate Business School 1998 — 2002
Entrepreneurship
Rutgers University
B.S., Accounting
Dave Cribbin Dave Cribbin's Merrill Lynch Experience 2004 - 2005
Job Principal at TailWind Capital Group
Industry Airlines/Aviation
Experience
ALG 2008 - Present
TailWind Capital Group 2005 - Present
Merrill Lynch 2004 - 2005
Polyconomics inc 2001 - 2003
Sagemark Consulting 1987 - 2001
Skills
Aircraft, Contract Negotiation, Mergers, Aviation, Airlines, Business Strategy, Strategic Planning, Sales, Finance, Corporate Law, Business Planning, Program Management, Operations Management, Mergers & Acquisitions, Negotiation, Strategy, Business Development, Start-ups
Education
Rowan University 1976 — 1980
ALG 2008 - Present
TailWind Capital Group 2005 - Present
Merrill Lynch 2004 - 2005
Polyconomics inc 2001 - 2003
Sagemark Consulting 1987 - 2001
Skills
Aircraft, Contract Negotiation, Mergers, Aviation, Airlines, Business Strategy, Strategic Planning, Sales, Finance, Corporate Law, Business Planning, Program Management, Operations Management, Mergers & Acquisitions, Negotiation, Strategy, Business Development, Start-ups
Education
Rowan University 1976 — 1980
Linda M. Wagner, PMP's Merrill Lynch Experience October 1995 - February 2002
Job President at WagnerGroup
Industry Financial Services
Experience
TD Bank June 2013 - December 2014
Bank of America May 2010 - June 2011
RKV Technologies (formerly Tier Technologies) July 2007 - January 2010
NEC Laboratories 2005 - 2007
J.P. Morgan Chase/Bank One February 2003 - January 2004
Morgan Stanley March 2003 - December 2003
Bristol Myers-Squibb June 2002 - August 2002
Merrill Lynch October 1995 - February 2002
The Wall Street Journal June 1993 - October 1995
Skills
SDLC, Leadership Development, MS Project, Change Management, Software Project..., Project Management, Thought Leadership, PMP, PMO, Process Improvement, Management, Requirements Analysis, Coaching, Program Management
Education
International Institute for Learning 2001 — 2002
PMP, Project Management
Software Engineering Institute at Carnegie Mellon University 1999 — 2000
Authorized, Software Process Improvement
Rowan University
BA, Communications:Journalism
TD Bank June 2013 - December 2014
Bank of America May 2010 - June 2011
RKV Technologies (formerly Tier Technologies) July 2007 - January 2010
NEC Laboratories 2005 - 2007
J.P. Morgan Chase/Bank One February 2003 - January 2004
Morgan Stanley March 2003 - December 2003
Bristol Myers-Squibb June 2002 - August 2002
Merrill Lynch October 1995 - February 2002
The Wall Street Journal June 1993 - October 1995
Skills
SDLC, Leadership Development, MS Project, Change Management, Software Project..., Project Management, Thought Leadership, PMP, PMO, Process Improvement, Management, Requirements Analysis, Coaching, Program Management
Education
International Institute for Learning 2001 — 2002
PMP, Project Management
Software Engineering Institute at Carnegie Mellon University 1999 — 2000
Authorized, Software Process Improvement
Rowan University
BA, Communications:Journalism
Lonnie Cohn's Merrill Lynch Experience June 2001 - October 2002
Job Senior Finance Manager at Experian
Industry Internet
Experience
Experian April 2011 - Present
Liz Claiborne August 2008 - April 2011
Liz Claiborne July 2005 - July 2008
Estee Lauder June 2003 - July 2005
Merrill Lynch June 2001 - October 2002
Skills
Forecasting, Essbase, Financial Modeling, Financial Analysis, Hyperion Enterprise, Financial Reporting, Finance, Strategic Financial..., Accounting, Financial Forecasting, JD Edwards, Budgets, Sarbanes-Oxley Act, Pivot Tables, Corporate Finance, Income Statement, Microsoft Excel, Business Process..., General Ledger
Education
Rutgers Business School 2005 — 2009
MBA, Finance
University of Delaware 1997 — 2001
Bachelor of Science (BS), Finance
Montville Township High School 1994 — 1997
Experian April 2011 - Present
Liz Claiborne August 2008 - April 2011
Liz Claiborne July 2005 - July 2008
Estee Lauder June 2003 - July 2005
Merrill Lynch June 2001 - October 2002
Skills
Forecasting, Essbase, Financial Modeling, Financial Analysis, Hyperion Enterprise, Financial Reporting, Finance, Strategic Financial..., Accounting, Financial Forecasting, JD Edwards, Budgets, Sarbanes-Oxley Act, Pivot Tables, Corporate Finance, Income Statement, Microsoft Excel, Business Process..., General Ledger
Education
Rutgers Business School 2005 — 2009
MBA, Finance
University of Delaware 1997 — 2001
Bachelor of Science (BS), Finance
Montville Township High School 1994 — 1997
Rich Disbrow's Merrill Lynch Experience October 2008 - April 2011
Job Director Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch May 2011 - March 2014
Merrill Lynch October 2008 - April 2011
Merrill Lynch May 2007 - October 2008
Merrill Lynch March 2006 - May 2007
Skills
Banking, Financial Services, Management, PMO, Risk Management, Six Sigma, Vendor Management, Series 7
Education
Rowan University 1990 — 1994
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch May 2011 - March 2014
Merrill Lynch October 2008 - April 2011
Merrill Lynch May 2007 - October 2008
Merrill Lynch March 2006 - May 2007
Skills
Banking, Financial Services, Management, PMO, Risk Management, Six Sigma, Vendor Management, Series 7
Education
Rowan University 1990 — 1994
Michael H. Parisien's Merrill Lynch Experience January 2001 - January 2005
Job Vice President at CIT GROUP
Industry Financial Services
Experience
CIT GROUP January 2009 - Present
CIT GROUP - Gaming & Leisure Group February 2005 - December 2008
Merrill Lynch January 2001 - January 2005
Newcourt Financial June 1998 - January 2001
AT&T Capital Corporation June 1995 - May 1998
Education
Rutgers Graduate School of Management
MBA, Strategic Management
Rutgers University
BA/BS, Economics and Finance
CIT GROUP January 2009 - Present
CIT GROUP - Gaming & Leisure Group February 2005 - December 2008
Merrill Lynch January 2001 - January 2005
Newcourt Financial June 1998 - January 2001
AT&T Capital Corporation June 1995 - May 1998
Education
Rutgers Graduate School of Management
MBA, Strategic Management
Rutgers University
BA/BS, Economics and Finance
Jill Edmonds's Merrill Lynch Experience January 2007 - August 2011
Job Classroom Aide at Haddon Heights
Industry Financial Services
Experience
Haddon Heights August 2011 - Present
Merrill Lynch January 2007 - August 2011
Education
Rowan University 2012 — 2014
Education Specialist, School Psychology
Rowan University 2011 — 2012
Master of School Psychology
Rowan University 2002 — 2006
Haddon Heights August 2011 - Present
Merrill Lynch January 2007 - August 2011
Education
Rowan University 2012 — 2014
Education Specialist, School Psychology
Rowan University 2011 — 2012
Master of School Psychology
Rowan University 2002 — 2006
Jessica Batt's Merrill Lynch Experience 1997 - 2002
Job VP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers August 2007 - September 2008
Lehman Brothers 2007 - 2008
Banc of America Investments 2004 - 2007
Merrill Lynch Bank 1998 - 2002
Merrill Lynch 1997 - 2002
Banc One Financial 1995 - 1996
Skills
Fixed Income, Trading, Capital Markets, Financial Modeling, Derivatives, Equity Derivatives, Hedge Funds, Credit Derivatives, Interest Rate..., Bloomberg, Equities, Investment Banking, Risk Management, Structured Products, CDS, Middle Office, Trading Systems, Swaps, Prime Brokerage
Education
Rowan University 1990 — 1995
Barclays Capital 2008 - Present
Lehman Brothers August 2007 - September 2008
Lehman Brothers 2007 - 2008
Banc of America Investments 2004 - 2007
Merrill Lynch Bank 1998 - 2002
Merrill Lynch 1997 - 2002
Banc One Financial 1995 - 1996
Skills
Fixed Income, Trading, Capital Markets, Financial Modeling, Derivatives, Equity Derivatives, Hedge Funds, Credit Derivatives, Interest Rate..., Bloomberg, Equities, Investment Banking, Risk Management, Structured Products, CDS, Middle Office, Trading Systems, Swaps, Prime Brokerage
Education
Rowan University 1990 — 1995
Christopher Arena's Merrill Lynch Experience May 2000 - April 2005
Job Director at KKR
Industry Financial Services
Experience
KKR November 2011 - Present
Morgan Stanley Smith Barney May 2005 - November 2011
Merrill Lynch May 2000 - April 2005
Deutsche Bank June 1993 - May 2004
Skills
Hedge Funds, Valuation, Alternative Investments, Bloomberg, Investments, Fixed Income, Asset Managment, Asset Management, Equities, Portfolio Management, Capital Markets, Financial Modeling, Investment Banking, Private Equity, Derivatives
Education
Rowan University
BA, Economics
KKR November 2011 - Present
Morgan Stanley Smith Barney May 2005 - November 2011
Merrill Lynch May 2000 - April 2005
Deutsche Bank June 1993 - May 2004
Skills
Hedge Funds, Valuation, Alternative Investments, Bloomberg, Investments, Fixed Income, Asset Managment, Asset Management, Equities, Portfolio Management, Capital Markets, Financial Modeling, Investment Banking, Private Equity, Derivatives
Education
Rowan University
BA, Economics
Brooke Chuang's Merrill Lynch Experience June 2007 - August 2007
Job Senior Associate at National Australia Bank
Industry Financial Services
Experience
National Australia Bank March 2011 - Present
Taiwanese American Professionals (TAP) - New York Chapter January 2012 - December 2013
Bank of America June 2009 - March 2011
Merrill Lynch & Co July 2008 - June 2009
Whitman Insight Strategy 2008 - 2008
Merrill Lynch June 2007 - August 2007
mtvU September 2006 - January 2007
Cleary Gottlieb Steen & Hamilton LLP July 2006 - September 2006
U.S. Senate July 2005 - May 2006
Skills
Financial Modeling, Fixed Income, Financial Analysis, Derivatives, Financial Markets, Due Diligence, Microsoft Excel, Credit Risk, Counterparty Risk, Risk Management, Finance, Hedge Funds, Financial Risk, FX Options, PowerPoint, Dodd Frank, Loans, Credit, Dodd-Frank, Trading, Asset Management, Credit Analysis, Banking, Structured Finance, Financial Services, Corporate Finance, Market Risk, Commercial Banking, Bonds
Education
Rutgers Business School 2004 — 2008
BS, Finance
Rutgers, The State University of New Jersey-Newark 2004 — 2008
BS, Finance Cum Laude
National Australia Bank March 2011 - Present
Taiwanese American Professionals (TAP) - New York Chapter January 2012 - December 2013
Bank of America June 2009 - March 2011
Merrill Lynch & Co July 2008 - June 2009
Whitman Insight Strategy 2008 - 2008
Merrill Lynch June 2007 - August 2007
mtvU September 2006 - January 2007
Cleary Gottlieb Steen & Hamilton LLP July 2006 - September 2006
U.S. Senate July 2005 - May 2006
Skills
Financial Modeling, Fixed Income, Financial Analysis, Derivatives, Financial Markets, Due Diligence, Microsoft Excel, Credit Risk, Counterparty Risk, Risk Management, Finance, Hedge Funds, Financial Risk, FX Options, PowerPoint, Dodd Frank, Loans, Credit, Dodd-Frank, Trading, Asset Management, Credit Analysis, Banking, Structured Finance, Financial Services, Corporate Finance, Market Risk, Commercial Banking, Bonds
Education
Rutgers Business School 2004 — 2008
BS, Finance
Rutgers, The State University of New Jersey-Newark 2004 — 2008
BS, Finance Cum Laude
Matthew Van Horn's Merrill Lynch Experience June 2006 - June 2008
Job equity compensation at UBS
Industry Financial Services
Carson Mathews's Merrill Lynch Experience December 2002 - May 2008
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2002 - May 2008
KPMG January 2000 - December 2002
Oxford Health Plans March 1996 - January 2000
Morgan Stanley June 1990 - March 1996
Education
Rutgers Business School 1986 — 1990
Merrill Lynch December 2002 - May 2008
KPMG January 2000 - December 2002
Oxford Health Plans March 1996 - January 2000
Morgan Stanley June 1990 - March 1996
Education
Rutgers Business School 1986 — 1990
Edward J. Norman's Merrill Lynch Experience 2002 - 2006
Job Vice President, Business Analyst Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2006 - Present
Merrill Lynch 2002 - 2006
KLG, Inc 1999 - 2001
Education
Rowan University 1996 — 2001
Colonia High School 1992 — 1996
Bessemer Trust April 2006 - Present
Merrill Lynch 2002 - 2006
KLG, Inc 1999 - 2001
Education
Rowan University 1996 — 2001
Colonia High School 1992 — 1996
Jennifer Earney's Merrill Lynch Experience February 1996 - February 1999
Job Paralegal at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP 1999 - Present
Verticalnet Inc. August 2000 - August 2001
Merrill Lynch February 1996 - February 1999
Skills
Litigation, Legal Research
Education
Rowan University
Bachelor of Arts, Law and Justice
Seton Hall University
Master of Arts, Educational Leadership, Management and Policy
Morgan, Lewis & Bockius LLP 1999 - Present
Verticalnet Inc. August 2000 - August 2001
Merrill Lynch February 1996 - February 1999
Skills
Litigation, Legal Research
Education
Rowan University
Bachelor of Arts, Law and Justice
Seton Hall University
Master of Arts, Educational Leadership, Management and Policy
Lisa Hayes, MBA's Merrill Lynch Experience December 2012 - December 2014
Job Senior Implementation Manager at Aetna
Industry Insurance
Experience
Aetna December 2014 - Present
Merrill Lynch December 2012 - December 2014
Outline Systems March 2011 - August 2012
MetLife January 2009 - January 2011
Skills
Project Management, MS Project, MS Excel Pivot Tables, PowerPoint, Team Building, Cross-functional Team..., sales support, customer implementations, Group Benefit Plans, Process Improvement, CRM, Agile Methodologies
Education
Rutgers Business School
MBA, Business Administration, Management and Operations
Seton Hall University
BS, Marketing
Aetna December 2014 - Present
Merrill Lynch December 2012 - December 2014
Outline Systems March 2011 - August 2012
MetLife January 2009 - January 2011
Skills
Project Management, MS Project, MS Excel Pivot Tables, PowerPoint, Team Building, Cross-functional Team..., sales support, customer implementations, Group Benefit Plans, Process Improvement, CRM, Agile Methodologies
Education
Rutgers Business School
MBA, Business Administration, Management and Operations
Seton Hall University
BS, Marketing
Michael Capriotti's Merrill Lynch Experience March 2001 - March 2004
Job Financial Advisor at Capriotti & Company
Industry Financial Services
Experience
Capriotti & Company March 2014 - Present
Allen Associates March 2004 - March 2014
Merrill Lynch March 2001 - March 2004
Skills
Investments, Portfolio Management, Securities, Finance, Financial Advisory, FINRA, Wealth Management, Equities, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Fixed Income, Investment Advisory, Investment Strategies, Strategic Financial..., Alternative Investments, Asset Management, Capital Markets, Derivatives
Education
Rowan University 1998 — 2001
BS, Finance
Capriotti & Company March 2014 - Present
Allen Associates March 2004 - March 2014
Merrill Lynch March 2001 - March 2004
Skills
Investments, Portfolio Management, Securities, Finance, Financial Advisory, FINRA, Wealth Management, Equities, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Fixed Income, Investment Advisory, Investment Strategies, Strategic Financial..., Alternative Investments, Asset Management, Capital Markets, Derivatives
Education
Rowan University 1998 — 2001
BS, Finance
Brian Gross, CPA, MBA's Merrill Lynch Experience 2005 - 2005
Job Senior Accountant at LS Power
Industry Oil & Energy
Experience
LS Power January 2014 - Present
LS Power February 2011 - January 2014
Price Waterhouse Coopers January 2010 - February 2011
Price Waterhouse Coopers September 2008 - January 2010
Merrill Lynch 2005 - 2005
Skills
Auditing, Financial Reporting, Financial Accounting, Private Equity, IT Audit, SAP, PeopleSoft, Business Analysis, Accounting Standards, Cash Flow Forecasting, Cash Flow, Fund Accounting, Valuation, Oracle, Microsoft Dynamics, Financial Forecasting, FASB, Cash Flow Management, DCF Valuation
Education
Rutgers Graduate Business School 2012 — 2015
Master of Business Administration (MBA), Finance, General
The College of New Jersey 2004 — 2008
BS, Finance, Accounting, Statistics
LS Power January 2014 - Present
LS Power February 2011 - January 2014
Price Waterhouse Coopers January 2010 - February 2011
Price Waterhouse Coopers September 2008 - January 2010
Merrill Lynch 2005 - 2005
Skills
Auditing, Financial Reporting, Financial Accounting, Private Equity, IT Audit, SAP, PeopleSoft, Business Analysis, Accounting Standards, Cash Flow Forecasting, Cash Flow, Fund Accounting, Valuation, Oracle, Microsoft Dynamics, Financial Forecasting, FASB, Cash Flow Management, DCF Valuation
Education
Rutgers Graduate Business School 2012 — 2015
Master of Business Administration (MBA), Finance, General
The College of New Jersey 2004 — 2008
BS, Finance, Accounting, Statistics
Fayth Krause's Merrill Lynch Experience 1989 - 1994
Job Sales at North Jersey Eye Care Center
Industry Financial Services
Experience
North Jersey Eye Care Center July 2009 - Present
PNC Bank January 2007 - June 2008
Dr Edwin Miller October 1998 - July 2006
Neiman Marcus 1996 - 1998
Merril Lynch Trust Company 1994 - 1996
Merrill Lynch 1989 - 1994
Education
Rowan University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.5
North Jersey Eye Care Center July 2009 - Present
PNC Bank January 2007 - June 2008
Dr Edwin Miller October 1998 - July 2006
Neiman Marcus 1996 - 1998
Merril Lynch Trust Company 1994 - 1996
Merrill Lynch 1989 - 1994
Education
Rowan University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.5
Sharlene Pandolfi's Merrill Lynch Experience October 2005 - Present
Job Project Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2005 - Present
Merrill Lynch 2005 - 2008
Education
Rowan University
BA, economics and bus management
Merrill Lynch October 2005 - Present
Merrill Lynch 2005 - 2008
Education
Rowan University
BA, economics and bus management
Julianne Donatelli, AIF's Merrill Lynch Experience February 2006 - November 2006
Job Director, Retirement Services at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch January 2011 - July 2012
Bank of America Merrill Lynch November 2006 - January 2011
Merrill Lynch February 2006 - November 2006
Merrill Lynch February 2003 - February 2006
Merrill Lynch September 2000 - February 2003
Merrill Lynch September 1999 - September 2000
Skills
Wealth Management, Series 7, Retirement, 401k, Uniform Combined State..., Leadership, Cross-functional Team..., Management, Strategy, Retirement Planning, Financial Services, Relationship Management, Mutual Funds
Education
Rowan University 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch January 2011 - July 2012
Bank of America Merrill Lynch November 2006 - January 2011
Merrill Lynch February 2006 - November 2006
Merrill Lynch February 2003 - February 2006
Merrill Lynch September 2000 - February 2003
Merrill Lynch September 1999 - September 2000
Skills
Wealth Management, Series 7, Retirement, 401k, Uniform Combined State..., Leadership, Cross-functional Team..., Management, Strategy, Retirement Planning, Financial Services, Relationship Management, Mutual Funds
Education
Rowan University 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Keith Breidt's Merrill Lynch Experience 2002 - 2003
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2007 - 2014
JPMorgan Chase 2006 - 2007
Goldman Sachs 2004 - 2005
Coach 2004 - 2004
Merrill Lynch 2002 - 2003
Barclays Capital 2001 - 2002
Deutsche Bank 1998 - 2001
Chase 1997 - 1998
Bankers Trust 1996 - 1997
MetLife 1994 - 1996
Skills
Operational Risk, Market Data, Trading Systems, Prime Brokerage, Risk Management, Investment Banking, Electronic Trading, Business Continuity, Disaster Recovery, SDLC, Sybase, Low Latency, IT Strategy, Financial Services, Capital Markets, Equities, Fixed Income, Reference Data
Education
Rutgers Business School 2012 — 2016
Master of Business Administration
Thomas Edison State College 2008 — 2012
Bachelor of Arts, Mathematics/Natural Sciences
North Bennet Street School 2005 — 2006
N/A, Preservation Carpentry
Goldman Sachs 2007 - 2014
JPMorgan Chase 2006 - 2007
Goldman Sachs 2004 - 2005
Coach 2004 - 2004
Merrill Lynch 2002 - 2003
Barclays Capital 2001 - 2002
Deutsche Bank 1998 - 2001
Chase 1997 - 1998
Bankers Trust 1996 - 1997
MetLife 1994 - 1996
Skills
Operational Risk, Market Data, Trading Systems, Prime Brokerage, Risk Management, Investment Banking, Electronic Trading, Business Continuity, Disaster Recovery, SDLC, Sybase, Low Latency, IT Strategy, Financial Services, Capital Markets, Equities, Fixed Income, Reference Data
Education
Rutgers Business School 2012 — 2016
Master of Business Administration
Thomas Edison State College 2008 — 2012
Bachelor of Arts, Mathematics/Natural Sciences
North Bennet Street School 2005 — 2006
N/A, Preservation Carpentry
Jamie Sherr's Merrill Lynch Experience 1986 - 1990
Job Operations Manager/Compliance Manager/Financial Services
Industry Financial Services
Experience
FCG Advisors LLC/Financial Consultant Group 1990 - 2011
Merrill Lynch 1986 - 1990
Skills
Operations Management, Process Improvement, Management, Customer Service, Leadership, Team Building, Project Management, Change Management, Vendor Management, Budgets, Program Management, Risk Management, Team Leadership, Cross-functional Team..., Business Process...
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1982 — 1986
Bachelor of Science in Business, Business/Finance Concentration
FCG Advisors LLC/Financial Consultant Group 1990 - 2011
Merrill Lynch 1986 - 1990
Skills
Operations Management, Process Improvement, Management, Customer Service, Leadership, Team Building, Project Management, Change Management, Vendor Management, Budgets, Program Management, Risk Management, Team Leadership, Cross-functional Team..., Business Process...
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1982 — 1986
Bachelor of Science in Business, Business/Finance Concentration
Sukh Dherari's Merrill Lynch Experience October 2011 - Present
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Morgan Stanley Smith Barney June 2010 - October 2010
Edgewood Partners January 2010 - June 2010
The Bank of New York Mellon March 2008 - December 2008
Carfaro Inc March 2006 - October 2007
Commerce Bank January 2002 - November 2005
Education
Rowan University 2002 — 2004
Business
Rowan University
Bachelor of Science, Business Administration / Marketing
Merrill Lynch October 2011 - Present
Morgan Stanley Smith Barney June 2010 - October 2010
Edgewood Partners January 2010 - June 2010
The Bank of New York Mellon March 2008 - December 2008
Carfaro Inc March 2006 - October 2007
Commerce Bank January 2002 - November 2005
Education
Rowan University 2002 — 2004
Business
Rowan University
Bachelor of Science, Business Administration / Marketing
Nadine Schneider's Merrill Lynch Experience May 2006 - September 2007
Job Product Marketing Manager at OppenheimerFunds
Industry Marketing and Advertising
Experience
OppenheimerFunds April 2015 - Present
Merrill Lynch May 2006 - September 2007
PRUDENTIAL January 1999 - January 2002
GE Capital January 1997 - January 1999
The Copeland Companies January 1993 - January 1997
Skills
Product Management, Editing, Writing, Vendor Management, Marketing Strategy, Market Research, Product Marketing, Marketing Communications, Corporate Communications, Copywriting, Marketing, Program Management, Direct Marketing, Project Management, CRM
Education
Rutgers University-New Brunswick
Mini-MBA Digital Marketing
Rowan University
B.S, Business Administration; Marketing
OppenheimerFunds April 2015 - Present
Merrill Lynch May 2006 - September 2007
PRUDENTIAL January 1999 - January 2002
GE Capital January 1997 - January 1999
The Copeland Companies January 1993 - January 1997
Skills
Product Management, Editing, Writing, Vendor Management, Marketing Strategy, Market Research, Product Marketing, Marketing Communications, Corporate Communications, Copywriting, Marketing, Program Management, Direct Marketing, Project Management, CRM
Education
Rutgers University-New Brunswick
Mini-MBA Digital Marketing
Rowan University
B.S, Business Administration; Marketing
Richard Ulrich's Merrill Lynch Experience June 2002 - March 2003
Job Programmer/Analyst,
Industry Information Technology and Services
Experience
Staples January 2012 - May 2013
Saint Mary’s Hospital July 2010 - November 2011
Siemens Healthcare Diagnostics March 2007 - July 2010
Dow Jones & Company February 2006 - January 2007
Tribal Dance Arts March 2003 - December 2005
Merrill Lynch June 2002 - March 2003
Dow Jones & Company December 1999 - August 2001
AT&T December 1998 - October 1999
Skills
Microsoft SQL Server, Databases, XML, Visual Basic, Oracle, Access, Visual Studio, C#, JavaScript, Unix, ASP.NET, VB.NET, HTML, T-SQL, VBA, Java, Crystal Reports, Business Analysis, Web Applications, Testing, C, SharePoint
Education
Rowan University
The Chubb Institute
Diploma, Computer Software Engineering
Staples January 2012 - May 2013
Saint Mary’s Hospital July 2010 - November 2011
Siemens Healthcare Diagnostics March 2007 - July 2010
Dow Jones & Company February 2006 - January 2007
Tribal Dance Arts March 2003 - December 2005
Merrill Lynch June 2002 - March 2003
Dow Jones & Company December 1999 - August 2001
AT&T December 1998 - October 1999
Skills
Microsoft SQL Server, Databases, XML, Visual Basic, Oracle, Access, Visual Studio, C#, JavaScript, Unix, ASP.NET, VB.NET, HTML, T-SQL, VBA, Java, Crystal Reports, Business Analysis, Web Applications, Testing, C, SharePoint
Education
Rowan University
The Chubb Institute
Diploma, Computer Software Engineering
Abed Elsamna's Merrill Lynch Experience January 2008 - May 2008
Job Senior Consultant at EY
Industry Commercial Real Estate
Experience
EY April 2015 - Present
Bloomberg LP May 2012 - April 2015
Bloomberg L.P. March 2010 - May 2012
Prudential Financial June 2008 - January 2010
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Derivatives, Data Analysis, Capital Markets
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2009
BS, Finance
EY April 2015 - Present
Bloomberg LP May 2012 - April 2015
Bloomberg L.P. March 2010 - May 2012
Prudential Financial June 2008 - January 2010
Merrill Lynch January 2008 - May 2008
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Derivatives, Data Analysis, Capital Markets
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2009
BS, Finance
Christopher Gatto's Merrill Lynch Experience January 2002 - January 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
PNC Investments January 2010 - August 2012
Merrill Lynch January 2002 - January 2010
Education
Rowan University 1997 — 2001
BS, Business
Fidelity Investments August 2012 - Present
PNC Investments January 2010 - August 2012
Merrill Lynch January 2002 - January 2010
Education
Rowan University 1997 — 2001
BS, Business
Mayur Suchdev's Merrill Lynch Experience May 2008 - November 2008
Job Assistant Vice President at Citi
Industry Investment Banking
Experience
Barclays Investment Bank November 2013 - November 2014
Citi March 2012 - October 2013
Avon January 2009 - March 2012
Merrill Lynch May 2008 - November 2008
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science, Finance
Barclays Investment Bank November 2013 - November 2014
Citi March 2012 - October 2013
Avon January 2009 - March 2012
Merrill Lynch May 2008 - November 2008
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science, Finance
Jason Fronjian's Merrill Lynch Experience December 2010 - Present
Job financial advisor
Industry Financial Services
Experience
Merrill Lynch December 2010 - Present
Morgan Stanley August 2009 - December 2010
GMAC ResCap August 2000 - August 2009
The Money Store April 1996 - August 2000
Education
Rowan University 1993 — 1997
Economics/Finance
Merrill Lynch December 2010 - Present
Morgan Stanley August 2009 - December 2010
GMAC ResCap August 2000 - August 2009
The Money Store April 1996 - August 2000
Education
Rowan University 1993 — 1997
Economics/Finance
Jay Maher's Merrill Lynch Experience August 1993 - December 1997
Job Country Executive U.S. at Alter Domus
Industry Financial Services
Experience
Alter Domus May 2015 - Present
SS&C Technologies March 2007 - April 2015
Northport, LLC March 2002 - March 2007
Geller & Company January 1998 - January 2002
Merrill Lynch August 1993 - December 1997
Skills
Partnership Accounting, Fund Of Funds, Alternative Investments, Private Equity, Private Equity/Venture..., Business Development, Fund Accounting, Hedge Funds, Management, Mutual Funds, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Venture Capital, Financial Services
Education
Rowan University
B.S., Accounting
Alter Domus May 2015 - Present
SS&C Technologies March 2007 - April 2015
Northport, LLC March 2002 - March 2007
Geller & Company January 1998 - January 2002
Merrill Lynch August 1993 - December 1997
Skills
Partnership Accounting, Fund Of Funds, Alternative Investments, Private Equity, Private Equity/Venture..., Business Development, Fund Accounting, Hedge Funds, Management, Mutual Funds, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Venture Capital, Financial Services
Education
Rowan University
B.S., Accounting
Kevin Keaveney's Merrill Lynch Experience March 2013 - Present
Job Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch 2009 - Present
Gate Pharmaceuticals 2003 - 2006
Paychex 1993 - 1997
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Retirement, Financial Planning, Securities, Investments, Asset Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Income..., Series 65, Alternative Investments, Uniform Combined State..., Wealth Management...
Education
Rowan University 1988 — 1993
BA, Economics
School name:
Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch 2009 - Present
Gate Pharmaceuticals 2003 - 2006
Paychex 1993 - 1997
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Retirement, Financial Planning, Securities, Investments, Asset Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Income..., Series 65, Alternative Investments, Uniform Combined State..., Wealth Management...
Education
Rowan University 1988 — 1993
BA, Economics
School name:
Alex Rybalov's Merrill Lynch Experience July 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Skills
Microsoft Excel, Strategic Planning, Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Financial Reporting, Team Building, Microsoft Office, PowerPoint, Coaching, Microsoft Word
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Economics
Merrill Lynch July 2007 - Present
Skills
Microsoft Excel, Strategic Planning, Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Financial Reporting, Team Building, Microsoft Office, PowerPoint, Coaching, Microsoft Word
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Economics
Emmanuel Esochaghi's Merrill Lynch Experience September 2005 - February 2006
Job Managing Director, VeraDaniel & Company
Industry Market Research
Experience
VeraDaniel & Company September 2009 - Present
AFRIMETRO, INC September 2011 - December 2012
The Riderwood Group September 2011 - December 2012
Institutional Real Estate Summer Due May 2011 - August 2011
MERRILL LYNCH – GLOBAL PRIVATE CLIENT January 2008 - May 2008
Merrill Lynch September 2005 - February 2006
Merrill Lynch 2005 - 2006
Skills
Investments, Valuation, Private Equity, Portfolio Management, Asset Managment, Real Estate, Economics, Africa Economics, Africa Investments, Africa Private Equity, Business Development, Due Diligence, Strategy, Business Planning, Start-ups, Analysis, Risk Management, Banking, Entrepreneurship, Asset Management, Venture Capital
Education
RUTGERS UNIVERSITY
Master of Arts, Economics
Rutgers University-New Brunswick 2009 — 2011
MA, Economics
Rutgers Business School 2001 — 2007
Bachelor of Science, Finance
VeraDaniel & Company September 2009 - Present
AFRIMETRO, INC September 2011 - December 2012
The Riderwood Group September 2011 - December 2012
Institutional Real Estate Summer Due May 2011 - August 2011
MERRILL LYNCH – GLOBAL PRIVATE CLIENT January 2008 - May 2008
Merrill Lynch September 2005 - February 2006
Merrill Lynch 2005 - 2006
Skills
Investments, Valuation, Private Equity, Portfolio Management, Asset Managment, Real Estate, Economics, Africa Economics, Africa Investments, Africa Private Equity, Business Development, Due Diligence, Strategy, Business Planning, Start-ups, Analysis, Risk Management, Banking, Entrepreneurship, Asset Management, Venture Capital
Education
RUTGERS UNIVERSITY
Master of Arts, Economics
Rutgers University-New Brunswick 2009 — 2011
MA, Economics
Rutgers Business School 2001 — 2007
Bachelor of Science, Finance
Jessica Ding's Merrill Lynch Experience January 2004 - August 2004
Job Associate Director at MetLife Real Estate Investors Capital Market Group
Industry Investment Management
Experience
MetLife January 2012 - Present
MetLife December 2006 - December 2011
MetLife June 2005 - November 2006
Merrill Lynch January 2004 - August 2004
Education
Rutgers Business School 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick 2001 — 2005
Bachelor’s Degree, Finance, General, 3.83
MetLife January 2012 - Present
MetLife December 2006 - December 2011
MetLife June 2005 - November 2006
Merrill Lynch January 2004 - August 2004
Education
Rutgers Business School 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick 2001 — 2005
Bachelor’s Degree, Finance, General, 3.83
Michael G. Atwood's Merrill Lynch Experience 1981 - 2013
Job Director at CIBC
Industry Banking
Experience
CIBC World Markets January 2014 - Present
Merrill Lynch 1981 - 2013
Skills
Prime Brokerage, Fixed Income, Capital Markets, Collateral Management, Middle Office, Credit Derivatives, Securities, Bloomberg, Derivatives, Equities, Series 7, Hedge Funds, Financial Risk, Financial Services, Investment Banking, Securities Lending, Trading Systems, Equity Derivatives, Settlement, Swaps, Interest Rate..., Bonds, FX Options, Market Data, Options, Back Office, Electronic Trading, CDS, Alternative Investments, Reference Data, Structured Products, Series 63, FINRA, Operational Risk, Equity Trading
Education
Rowan University
CIBC World Markets January 2014 - Present
Merrill Lynch 1981 - 2013
Skills
Prime Brokerage, Fixed Income, Capital Markets, Collateral Management, Middle Office, Credit Derivatives, Securities, Bloomberg, Derivatives, Equities, Series 7, Hedge Funds, Financial Risk, Financial Services, Investment Banking, Securities Lending, Trading Systems, Equity Derivatives, Settlement, Swaps, Interest Rate..., Bonds, FX Options, Market Data, Options, Back Office, Electronic Trading, CDS, Alternative Investments, Reference Data, Structured Products, Series 63, FINRA, Operational Risk, Equity Trading
Education
Rowan University
Paras Jain's Merrill Lynch Experience May 2011 - August 2011
Job CoFounder at STAFFS Prep
Industry Information Technology and Services
Experience
STAFFS Prep September 2013 - Present
Shots iGot November 2012 - Present
Rutgers University December 2010 - December 2011
Merrill Lynch May 2011 - August 2011
Nordstrom December 2009 - February 2011
UBS May 2010 - August 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Science (BS), Finance
STAFFS Prep September 2013 - Present
Shots iGot November 2012 - Present
Rutgers University December 2010 - December 2011
Merrill Lynch May 2011 - August 2011
Nordstrom December 2009 - February 2011
UBS May 2010 - August 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Science (BS), Finance
Kevin Gaffey's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch October 2013 - Present
Soccer Referee January 2001 - October 2013
Morgan Stanley Smith Barney 2012 - 2012
Ruotolo, Spewak & Co. 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Customer Service, Research, QuickBooks, Higher Education, Accounting, Financial Analysis
Education
Rowan University 2007 — 2011
Bachelor of Science (BS), Accounting
Freehold Borough High School 2003 — 2007
General Education
Merrill Lynch January 2014 - Present
Merrill Lynch October 2013 - Present
Soccer Referee January 2001 - October 2013
Morgan Stanley Smith Barney 2012 - 2012
Ruotolo, Spewak & Co. 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Customer Service, Research, QuickBooks, Higher Education, Accounting, Financial Analysis
Education
Rowan University 2007 — 2011
Bachelor of Science (BS), Accounting
Freehold Borough High School 2003 — 2007
General Education
Michael Kubala's Merrill Lynch Experience May 2002 - August 2002
Job Veeam Specialist at Lifeboat Distribution
Industry Business Supplies and Equipment
Experience
Lifeboat Distribution August 2013 - Present
Depot International January 2005 - February 2013
Depot International September 2003 - February 2013
Depot International September 2003 - January 2005
Merrill Lynch May 2002 - August 2002
Skills
Solution Selling, Account Management, Sales Management, Salesforce.com, Sales, Marketing, Marketing Strategy, Team Building, Customer Service, Product Development, Management, Sales Process, CRM, Sales Operations, Business Development
Education
Rowan University 1998 — 2002
Bachelor of Science, Business Administration; Management
Toms River High School East
Lifeboat Distribution August 2013 - Present
Depot International January 2005 - February 2013
Depot International September 2003 - February 2013
Depot International September 2003 - January 2005
Merrill Lynch May 2002 - August 2002
Skills
Solution Selling, Account Management, Sales Management, Salesforce.com, Sales, Marketing, Marketing Strategy, Team Building, Customer Service, Product Development, Management, Sales Process, CRM, Sales Operations, Business Development
Education
Rowan University 1998 — 2002
Bachelor of Science, Business Administration; Management
Toms River High School East
Michael P. Orihel's Merrill Lynch Experience October 2008 - January 2009
Job Investment Management at BlackRock
Industry Financial Services
Experience
BlackRock June 2012 - Present
Morgan Stanley Smith Barney February 2009 - June 2012
Merrill Lynch October 2008 - January 2009
Baltimore Mariners February 2008 - July 2008
Ameriprise Financial Advisors May 2006 - September 2007
Skills
Financial Planning, Investments, Wealth Management, Comprehensive Planning, Comprehensive Wealth..., Asset Management, Retirement Planning, Financial Advisory, Portfolio Management, Estate Planning, Financial Analysis, Retirement Services, Asset Managment, Small Business, Public Speaking, 401 K Rollovers, Mutual Funds, Alternative Investments, Long Term Care, Fixed Income, Equities, Insurance, Series 7, Series 66, Strategic Financial...
Education
Rowan University 2002 — 2006
BS
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2002
BlackRock June 2012 - Present
Morgan Stanley Smith Barney February 2009 - June 2012
Merrill Lynch October 2008 - January 2009
Baltimore Mariners February 2008 - July 2008
Ameriprise Financial Advisors May 2006 - September 2007
Skills
Financial Planning, Investments, Wealth Management, Comprehensive Planning, Comprehensive Wealth..., Asset Management, Retirement Planning, Financial Advisory, Portfolio Management, Estate Planning, Financial Analysis, Retirement Services, Asset Managment, Small Business, Public Speaking, 401 K Rollovers, Mutual Funds, Alternative Investments, Long Term Care, Fixed Income, Equities, Insurance, Series 7, Series 66, Strategic Financial...
Education
Rowan University 2002 — 2006
BS
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2002
Mahvish Gilani's Merrill Lynch Experience June 2008 - August 2008
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2011 - Present
Bank of America Merrill Lynch July 2010 - January 2012
Bank of America Merrill Lynch 2009 - 2010
Merrill Lynch June 2008 - August 2008
Johnson & Johnson December 2007 - May 2008
Education
Rutgers Business School 2005 — 2009
BS, Finance
Bank of America Merrill Lynch August 2011 - Present
Bank of America Merrill Lynch July 2010 - January 2012
Bank of America Merrill Lynch 2009 - 2010
Merrill Lynch June 2008 - August 2008
Johnson & Johnson December 2007 - May 2008
Education
Rutgers Business School 2005 — 2009
BS, Finance
Mandish Chana's Merrill Lynch Experience October 2010 - May 2011
Job Analyst at Everingham & Kerr, Inc.
Industry Banking
Experience
Everingham & Kerr, Inc. October 2014 - Present
Rowan University August 2013 - Present
Brown Brothers Harriman August 2011 - August 2012
Greencoast Capital Partners LLC August 2011 - August 2012
Merrill Lynch October 2010 - May 2011
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Investment Banking, Valuation, Hedge Funds, Fixed Income, Equities, Corporate Finance, DCF, Investments, Bloomberg, Capital Markets, Private Equity
Education
Rowan University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-Camden 2006 — 2011
Bachelor's of science, Accounting and Finance
Everingham & Kerr, Inc. October 2014 - Present
Rowan University August 2013 - Present
Brown Brothers Harriman August 2011 - August 2012
Greencoast Capital Partners LLC August 2011 - August 2012
Merrill Lynch October 2010 - May 2011
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Investment Banking, Valuation, Hedge Funds, Fixed Income, Equities, Corporate Finance, DCF, Investments, Bloomberg, Capital Markets, Private Equity
Education
Rowan University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-Camden 2006 — 2011
Bachelor's of science, Accounting and Finance
Amin Gillespie, CFA's Merrill Lynch Experience May 2007 - August 2007
Job Analyst at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group August 2011 - Present
Prudential Capital Group May 2008 - August 2011
RE/MAX Platinum September 2004 - June 2008
Merrill Lynch May 2007 - August 2007
Bloomberg May 2006 - August 2006
Education
Rutgers Business School 2004 — 2008
BS & BA, Finance & Economics (Double Major)
Fortress Investment Group August 2011 - Present
Prudential Capital Group May 2008 - August 2011
RE/MAX Platinum September 2004 - June 2008
Merrill Lynch May 2007 - August 2007
Bloomberg May 2006 - August 2006
Education
Rutgers Business School 2004 — 2008
BS & BA, Finance & Economics (Double Major)
Robert Spracklin's Merrill Lynch Experience August 1998 - Present
Job SCM Manager/ Database Administrator
Industry Information Technology and Services
Experience
Merrill Lynch August 1998 - Present
Lockheed Martin September 1993 - July 1998
Education
Rowan University
Mathematics, Math/Computer Science
Merrill Lynch August 1998 - Present
Lockheed Martin September 1993 - July 1998
Education
Rowan University
Mathematics, Math/Computer Science
Bryan S.'s Merrill Lynch Experience September 1999 - February 2006
Job Vice President at Indymac Bank
Industry Banking
Experience
Indymac Bank February 2006 - Present
Merrill Lynch September 1999 - February 2006
MBNA Bank March 1993 - September 1999
Fidelity Bank August 1991 - March 1993
Skills
Strategy, Leadership, Management, Risk Management, Strategic Partnerships, Process Improvement, Competitive Analysis, Strategic Planning, Business Strategy, Finance, Product Marketing, Budgets, Enterprise Software, Business Process, Contract Negotiation, Six Sigma, Sales, Marketing, Portfolio Management, Credit
Education
Rutgers Business School 1992 — 1997
MBA, Finance
University of Delaware 1987 — 1991
BA, Business Administration
Indymac Bank February 2006 - Present
Merrill Lynch September 1999 - February 2006
MBNA Bank March 1993 - September 1999
Fidelity Bank August 1991 - March 1993
Skills
Strategy, Leadership, Management, Risk Management, Strategic Partnerships, Process Improvement, Competitive Analysis, Strategic Planning, Business Strategy, Finance, Product Marketing, Budgets, Enterprise Software, Business Process, Contract Negotiation, Six Sigma, Sales, Marketing, Portfolio Management, Credit
Education
Rutgers Business School 1992 — 1997
MBA, Finance
University of Delaware 1987 — 1991
BA, Business Administration
Wes Fischer's Merrill Lynch Experience February 2012 - December 2012
Job HELOC Department Supervisor at Cenlar FSB
Industry Financial Services
Experience
Cenlar FSB September 2015 - Present
Cenlar FSB November 2014 - August 2015
Cenlar FSB February 2013 - November 2014
Merrill Lynch February 2012 - December 2012
Skills
Credit, Financial Analysis, Mortgage Banking, Securities, Loans, Underwriting, Credit Analysis, Credit Risk, Banking, Mortgage Lending, Financial Risk, Retail Banking, Financial Services, Risk Management, Finance, Cash Management, Valuation, Loan Origination, Commercial Banking, Due Diligence, Financial Structuring, Structured Finance, Treasury Management, Relationship Management
Education
Rowan University 2007 — 2011
Bachelors, Economics
Cenlar FSB September 2015 - Present
Cenlar FSB November 2014 - August 2015
Cenlar FSB February 2013 - November 2014
Merrill Lynch February 2012 - December 2012
Skills
Credit, Financial Analysis, Mortgage Banking, Securities, Loans, Underwriting, Credit Analysis, Credit Risk, Banking, Mortgage Lending, Financial Risk, Retail Banking, Financial Services, Risk Management, Finance, Cash Management, Valuation, Loan Origination, Commercial Banking, Due Diligence, Financial Structuring, Structured Finance, Treasury Management, Relationship Management
Education
Rowan University 2007 — 2011
Bachelors, Economics
Jun Coppola's Merrill Lynch Experience January 2000 - January 2004
Job CPA
Industry Pharmaceuticals
Experience
Blue Cross and Blue Shield of NJ June 2014 - Present
Blue Cross and Blue Shield of NJ June 2014 - Present
Mylan Inc- Specialty Division July 2013 - Present
Novartis Pharmaceutical March 2005 - August 2012
Cendant May 2004 - March 2005
Merrill Lynch January 2000 - January 2004
Deloitte & Touché LLP September 1999 - November 2000
NIC International Trading Inc. December 1994 - December 1995
Skills
Excel, word, powerpoint, SAP, Oracle, TM1, Hyperion, Outlook, management of..., unique..., management of state..., metrics review of..., Hyperion Enterprise, Financial Reporting, Financial Analysis, Accounting, Managerial Finance, US GAAP, Finance, Auditing, Variance Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Forecasting, Analysis
Education
Rutgers Graduate School of Management 1999 — 2000
MBA, Accounting and Finance
Seton Hall University 1993 — 1995
M.A, Education
Blue Cross and Blue Shield of NJ June 2014 - Present
Blue Cross and Blue Shield of NJ June 2014 - Present
Mylan Inc- Specialty Division July 2013 - Present
Novartis Pharmaceutical March 2005 - August 2012
Cendant May 2004 - March 2005
Merrill Lynch January 2000 - January 2004
Deloitte & Touché LLP September 1999 - November 2000
NIC International Trading Inc. December 1994 - December 1995
Skills
Excel, word, powerpoint, SAP, Oracle, TM1, Hyperion, Outlook, management of..., unique..., management of state..., metrics review of..., Hyperion Enterprise, Financial Reporting, Financial Analysis, Accounting, Managerial Finance, US GAAP, Finance, Auditing, Variance Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Forecasting, Analysis
Education
Rutgers Graduate School of Management 1999 — 2000
MBA, Accounting and Finance
Seton Hall University 1993 — 1995
M.A, Education
Edward Farrell's Merrill Lynch Experience June 1999 - September 2004
Job VP at International Fund Services
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company October 2014 - Present
International Fund Services (NA) LLC, A State Street Company November 2012 - October 2014
HSBC October 2004 - September 2012
Merrill Lynch June 1999 - September 2004
Skills
Hedge Funds, Fund Of Funds, Fixed Income, Mutual Funds, Fund Accounting, Fund Administration, Bloomberg, Alternative Investments, Account Reconciliation, Corporate Actions, Equities, Financial Services, Securities, Valuation
Education
Rowan University 1990 — 1992
The Ohio State University 1988 — 1990
International Fund Services (NA) LLC, A State Street Company October 2014 - Present
International Fund Services (NA) LLC, A State Street Company November 2012 - October 2014
HSBC October 2004 - September 2012
Merrill Lynch June 1999 - September 2004
Skills
Hedge Funds, Fund Of Funds, Fixed Income, Mutual Funds, Fund Accounting, Fund Administration, Bloomberg, Alternative Investments, Account Reconciliation, Corporate Actions, Equities, Financial Services, Securities, Valuation
Education
Rowan University 1990 — 1992
The Ohio State University 1988 — 1990
Brittany Clemenko's Merrill Lynch Experience October 2013 - October 2014
Job Junior Budget Analyst at MIRATEK Corporation
Industry Financial Services
Experience
MIRATEK Corporation May 2015 - Present
Florin Group, LLC October 2014 - May 2015
Merrill Lynch October 2013 - October 2014
SirCoach LLC January 2011 - December 2012
Skills
Accounting, QuickBooks, Financial Accounting, Financial Reporting, Tax, Bookkeeping, Microsoft Excel, Auditing, Income Tax, Tax Preparation, Financial Analysis, Accounts Payable, Peachtree, Microsoft Word, Accounts Receivable, Account Reconciliation, General Ledger, PowerPoint, Tax Returns, Microsoft Office, Time Management, Customer Service, Finance, Strategic Planning
Education
Rutgers Business School 2015 — 2016
Master of Accountancy in Governmental Accounting
West Virginia University 2010 — 2013
Bachelors of Science, Business Administration; Accounting
MIRATEK Corporation May 2015 - Present
Florin Group, LLC October 2014 - May 2015
Merrill Lynch October 2013 - October 2014
SirCoach LLC January 2011 - December 2012
Skills
Accounting, QuickBooks, Financial Accounting, Financial Reporting, Tax, Bookkeeping, Microsoft Excel, Auditing, Income Tax, Tax Preparation, Financial Analysis, Accounts Payable, Peachtree, Microsoft Word, Accounts Receivable, Account Reconciliation, General Ledger, PowerPoint, Tax Returns, Microsoft Office, Time Management, Customer Service, Finance, Strategic Planning
Education
Rutgers Business School 2015 — 2016
Master of Accountancy in Governmental Accounting
West Virginia University 2010 — 2013
Bachelors of Science, Business Administration; Accounting
Lara Philibosian's Merrill Lynch Experience June 2015 - August 2015
Job Student at Rutgers, The State University of New Jersey Rutgers Business School
Industry
Experience
Merrill Lynch June 2015 - August 2015
Profita & Associates, LLC June 2010 - January 2015
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Merrill Lynch June 2015 - August 2015
Profita & Associates, LLC June 2010 - January 2015
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2016
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank