Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Andrei Senyuk Andrei Senyuk's Merrill Lynch Experience June 2013 - August 2013
Job Index Analyst at SNetwork Global Indexes and ESG Solutions
Industry Investment Management
Experience
S-Network Global Indexes and ESG Solutions January 2015 - Present
S-Network Global Indexes and ESG Solutions June 2014 - December 2014
J. E. Berkowitz, LP June 2014 - December 2014
Morgan Stanley Wealth Management February 2014 - June 2014
Merrill Lynch June 2013 - August 2013
Clearwire July 2012 - August 2013
NexLevel Associates, Inc. May 2011 - October 2011
Clear At UPenn March 2010 - December 2010
Skills
Sales, Leadership, Sales Management, Retail, Sales Operations, Business Development, Microsoft Office, Account Management, Merchandising, Store Management, Portfolio Management, Financial Analysis, Customer Satisfaction, Market Research, Accounting, Budgets, E-commerce, Database Design, SQL
Education
Rutgers, The State University of New Jersey-Camden
B.S., Double Major in Finance & Management Information Systems, 3.74/4.0
S-Network Global Indexes and ESG Solutions January 2015 - Present
S-Network Global Indexes and ESG Solutions June 2014 - December 2014
J. E. Berkowitz, LP June 2014 - December 2014
Morgan Stanley Wealth Management February 2014 - June 2014
Merrill Lynch June 2013 - August 2013
Clearwire July 2012 - August 2013
NexLevel Associates, Inc. May 2011 - October 2011
Clear At UPenn March 2010 - December 2010
Skills
Sales, Leadership, Sales Management, Retail, Sales Operations, Business Development, Microsoft Office, Account Management, Merchandising, Store Management, Portfolio Management, Financial Analysis, Customer Satisfaction, Market Research, Accounting, Budgets, E-commerce, Database Design, SQL
Education
Rutgers, The State University of New Jersey-Camden
B.S., Double Major in Finance & Management Information Systems, 3.74/4.0
Vincent Primavera Vincent Primavera's Merrill Lynch Experience May 2011 - June 2012
Job Investment Consultant at Scottrade
Industry Investment Management
Experience
Scottrade August 2015 - Present
PNC September 2014 - August 2015
Edward Jones December 2013 - June 2014
TD Ameritrade July 2012 - December 2013
Merrill Lynch May 2011 - June 2012
Gateway Regional High School September 2008 - June 2012
TD Bank February 2008 - May 2011
Electric Mobility Corporation 2004 - 2006
Skills
Asset Management, Investment Management, Retirement Planning, Financial Planning, Financial Services, Stocks, Insurance, Bonds, Series 7, Series 66, Customer Service, Sales, Portfolio Management, Public Speaking, PowerPoint, Investments, Team Building, Customer Satisfaction, Microsoft Excel, Microsoft Office, Finance, Management, Leadership, Microsoft Word, Business Development, Wealth Management, Mutual Funds, Coaching, Retirement, Call Center, Lotus Notes, Sales Operations, Banking, CRM, Social Media, Credit, Loans
Education
Rutgers, The State University of New Jersey-Camden
Bachelors of Science, Management and Marketing
Scottrade August 2015 - Present
PNC September 2014 - August 2015
Edward Jones December 2013 - June 2014
TD Ameritrade July 2012 - December 2013
Merrill Lynch May 2011 - June 2012
Gateway Regional High School September 2008 - June 2012
TD Bank February 2008 - May 2011
Electric Mobility Corporation 2004 - 2006
Skills
Asset Management, Investment Management, Retirement Planning, Financial Planning, Financial Services, Stocks, Insurance, Bonds, Series 7, Series 66, Customer Service, Sales, Portfolio Management, Public Speaking, PowerPoint, Investments, Team Building, Customer Satisfaction, Microsoft Excel, Microsoft Office, Finance, Management, Leadership, Microsoft Word, Business Development, Wealth Management, Mutual Funds, Coaching, Retirement, Call Center, Lotus Notes, Sales Operations, Banking, CRM, Social Media, Credit, Loans
Education
Rutgers, The State University of New Jersey-Camden
Bachelors of Science, Management and Marketing
Tyler Kwiatek Tyler Kwiatek's Merrill Lynch Experience May 2012 - August 2012
Job Attended Rutgers, The State University of New Jersey Rutgers Business School
Industry Construction
Experience
Crisdel Group, Inc. April 2014 - Present
Township of Bridgewater May 2013 - September 2013
Merrill Lynch May 2012 - August 2012
Skills
Financial Analysis, Financial Accounting, Customer Service
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor's degree, Accounting
Rutgers Business School
Bachelor of Applied Science (B.A.Sc.), Accounting
Crisdel Group, Inc. April 2014 - Present
Township of Bridgewater May 2013 - September 2013
Merrill Lynch May 2012 - August 2012
Skills
Financial Analysis, Financial Accounting, Customer Service
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor's degree, Accounting
Rutgers Business School
Bachelor of Applied Science (B.A.Sc.), Accounting
Jane Bartosik Jane Bartosik's Merrill Lynch Experience January 2010 - Present
Job Director, Merrill Edge Premium Elite (High Net Worth Client Division)
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Merrill Lynch January 2010 - Present
Merrill Lynch February 2008 - January 2010
Merrill Lynch October 2006 - February 2008
Merrill Lynch January 2005 - October 2006
Smith Barney 2003 - 2004
Schonfeld Securities 2002 - 2003
Skills
Equities, Fixed Income, Investments, Mutual Funds, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA)
Rutgers University 1998 — 2002
Bachelor of Arts (B.A.)
Merrill Edge January 2014 - Present
Merrill Lynch January 2010 - Present
Merrill Lynch February 2008 - January 2010
Merrill Lynch October 2006 - February 2008
Merrill Lynch January 2005 - October 2006
Smith Barney 2003 - 2004
Schonfeld Securities 2002 - 2003
Skills
Equities, Fixed Income, Investments, Mutual Funds, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA)
Rutgers University 1998 — 2002
Bachelor of Arts (B.A.)
J Wayne Poole II J Wayne Poole II's Merrill Lynch Experience September 2009 - February 2012
Job JEVS Human Services IT Support
Industry Information Technology and Services
Experience
JEVS Human Services August 2015 - Present
Aequor Technologies January 2014 - Present
Ancero February 2012 - April 2013
Merrill Lynch September 2009 - February 2012
Skills
Microsoft Exchange, VPN, Active Directory, Firewalls, Citrix, Help Desk Support, Technical Support, Hardware, Troubleshooting, Blackberry, LAN-WAN, VoIP
Education
Network Learning Institute 2013 — 2014
CCNA, Network and System Administration/Administrator
Rutgers, The State University of New Jersey-Camden 2005 — 2007
90 credits, Pure Math
Rutgers, The State University of New Jersey-Camden
JEVS Human Services August 2015 - Present
Aequor Technologies January 2014 - Present
Ancero February 2012 - April 2013
Merrill Lynch September 2009 - February 2012
Skills
Microsoft Exchange, VPN, Active Directory, Firewalls, Citrix, Help Desk Support, Technical Support, Hardware, Troubleshooting, Blackberry, LAN-WAN, VoIP
Education
Network Learning Institute 2013 — 2014
CCNA, Network and System Administration/Administrator
Rutgers, The State University of New Jersey-Camden 2005 — 2007
90 credits, Pure Math
Rutgers, The State University of New Jersey-Camden
Sheri Minholz's Merrill Lynch Experience July 2006 - April 2008
Job Revenue Analyst (via HireGenics) at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson January 2015 - Present
Novo Nordisk September 2013 - December 2014
Johnson & Johnson December 2012 - September 2013
Johnson & Johnson June 2011 - December 2012
PNC July 2008 - May 2010
Merrill Lynch July 2006 - April 2008
Merrill Lynch February 2005 - July 2006
Skills
Human Resources, Call Centers, Customer Satisfaction, Management, Performance Management, Project Management, Time Management, Teamwork, business support
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Business/Corporate Communications
Johnson & Johnson January 2015 - Present
Novo Nordisk September 2013 - December 2014
Johnson & Johnson December 2012 - September 2013
Johnson & Johnson June 2011 - December 2012
PNC July 2008 - May 2010
Merrill Lynch July 2006 - April 2008
Merrill Lynch February 2005 - July 2006
Skills
Human Resources, Call Centers, Customer Satisfaction, Management, Performance Management, Project Management, Time Management, Teamwork, business support
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Business/Corporate Communications
Jeff Kao Jeff Kao's Merrill Lynch Experience January 2007 - January 2009
Job Former Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2010 - November 2014
Sterne Agee & Leach January 2009 - July 2010
Merrill Lynch January 2007 - January 2009
Scotia Capital (USA) June 2004 - January 2007
Skills
Credit Analysis, High Yield Bonds, Financial Modeling, Capital Markets, Corporate Finance, Fixed Income, Research
Education
Rutgers University-New Brunswick 2001 — 2004
Bachelor of Science (BS), Economics, Computer Science
RBC Capital Markets July 2010 - November 2014
Sterne Agee & Leach January 2009 - July 2010
Merrill Lynch January 2007 - January 2009
Scotia Capital (USA) June 2004 - January 2007
Skills
Credit Analysis, High Yield Bonds, Financial Modeling, Capital Markets, Corporate Finance, Fixed Income, Research
Education
Rutgers University-New Brunswick 2001 — 2004
Bachelor of Science (BS), Economics, Computer Science
Spencer Greene Spencer Greene's Merrill Lynch Experience April 2012 - August 2012
Job OTC & Listed Derivative Client Clearing Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Bloomberg LP June 2013 - December 2013
Merrill Lynch April 2012 - August 2012
Skills
PowerPoint, Excel, Word, Bloomberg, Customer Service, Sales, Interpersonal Skill, Access, Microsoft Word, Financial Analysis, Management, Portfolio Management, Data Analysis, Investments, Financial Modeling, PeopleSoft, Leadership, Accounting, Equity Research, Banking, Time Management, Microsoft Excel
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science (B.S.), Finance
Morgan Stanley January 2014 - Present
Bloomberg LP June 2013 - December 2013
Merrill Lynch April 2012 - August 2012
Skills
PowerPoint, Excel, Word, Bloomberg, Customer Service, Sales, Interpersonal Skill, Access, Microsoft Word, Financial Analysis, Management, Portfolio Management, Data Analysis, Investments, Financial Modeling, PeopleSoft, Leadership, Accounting, Equity Research, Banking, Time Management, Microsoft Excel
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science (B.S.), Finance
Ross Brown Ross Brown's Merrill Lynch Experience August 1997 - March 1999
Job Vice President, Business Development Retirement Plan Network at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2015 - Present
Verisight, Inc March 2014 - May 2015
ExpertPlan October 2000 - January 2014
CitiStreet March 1999 - October 2000
Merrill Lynch August 1997 - March 1999
Skills
401k, Retirement, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Investments, Profit Sharing, Alternative Investments, Series 6, Retirement Planning
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2013
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
B.A. Communications
University of Cincinnati
East Brunswick
Pershing, a BNY Mellon company August 2015 - Present
Verisight, Inc March 2014 - May 2015
ExpertPlan October 2000 - January 2014
CitiStreet March 1999 - October 2000
Merrill Lynch August 1997 - March 1999
Skills
401k, Retirement, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Investments, Profit Sharing, Alternative Investments, Series 6, Retirement Planning
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2013
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
B.A. Communications
University of Cincinnati
East Brunswick
Sam Bergen's Merrill Lynch Experience June 2014 - August 2014
Job Graduate Student Athlete at Rutgers University
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Rutgers University Facilities June 2011 - August 2012
Skills
Intercollegiate..., Microsoft Office, Social Media, Stata, HTML, Java, Time Management, Public Speaking, PowerPoint, Microsoft Excel, Leadership, Event Planning
Education
Rutgers University-New Brunswick 2015 — 2016
Master's degree, Management and Labor Relations
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Arts (BA), Economics
Merrill Lynch June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Rutgers University Facilities June 2011 - August 2012
Skills
Intercollegiate..., Microsoft Office, Social Media, Stata, HTML, Java, Time Management, Public Speaking, PowerPoint, Microsoft Excel, Leadership, Event Planning
Education
Rutgers University-New Brunswick 2015 — 2016
Master's degree, Management and Labor Relations
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Arts (BA), Economics
Cara D'Angelo's Merrill Lynch Experience September 2014 - April 2015
Job Personal Assistant at MetLife Premier Client Group of New Jersey
Industry Marketing and Advertising
Experience
MetLife Premier Client Group of New Jersey April 2015 - Present
Helene Stanley School of Dance January 2012 - Present
Virtua Health September 2014 - April 2015
Merrill Lynch September 2014 - April 2015
L&M Bakery March 2009 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Leadership, PowerPoint, Training, English, Mail Merge, Social Media Marketing
Education
Rutgers University – Camden 2013 — 2016
Bachelor's Degree, Marketing
Montclair State University 2012 — 2013
Business Economics
MetLife Premier Client Group of New Jersey April 2015 - Present
Helene Stanley School of Dance January 2012 - Present
Virtua Health September 2014 - April 2015
Merrill Lynch September 2014 - April 2015
L&M Bakery March 2009 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Leadership, PowerPoint, Training, English, Mail Merge, Social Media Marketing
Education
Rutgers University – Camden 2013 — 2016
Bachelor's Degree, Marketing
Montclair State University 2012 — 2013
Business Economics
Shawn Neal Shawn Neal's Merrill Lynch Experience November 2011 - June 2012
Job Senior Account Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Merrill Lynch November 2011 - June 2012
Skills
Team Oriented, Customer Satisfaction, Sales Skills Training, Stress Management, Time Management, Success Driven, Motivation, Rowing, Access, Financial Analysis, Leadership, Team-oriented, Financial Accounting, Accounting
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (B.S.), Finance, Cum Laude
J.P. Morgan May 2013 - Present
Merrill Lynch November 2011 - June 2012
Skills
Team Oriented, Customer Satisfaction, Sales Skills Training, Stress Management, Time Management, Success Driven, Motivation, Rowing, Access, Financial Analysis, Leadership, Team-oriented, Financial Accounting, Accounting
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (B.S.), Finance, Cum Laude
Ezra Tawil Ezra Tawil's Merrill Lynch Experience April 2007 - April 2009
Job Associate at Societe Generale Corporate and Investment Banking SGCIB
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB May 2015 - Present
Jefferies LLC June 2014 - May 2015
Barclays Capital May 2011 - June 2014
Barclays Capital June 2010 - May 2011
Pali Capital June 2009 - April 2010
Merrill Lynch April 2007 - April 2009
Merrill Lynch August 2006 - April 2007
Skills
Equities, Derivatives, Microsoft Office, Portfolio Management, Capital Markets, Microsoft Excel, Trading, Analysis, Fixed Income, Due Diligence, Management, Accounting, Access, Mergers & Acquisitions, Finance
Education
Rutgers University-New Brunswick 2003 — 2006
Bachelors of Art, Political Science
Rutgers University-New Brunswick
Societe Generale Corporate and Investment Banking - SGCIB May 2015 - Present
Jefferies LLC June 2014 - May 2015
Barclays Capital May 2011 - June 2014
Barclays Capital June 2010 - May 2011
Pali Capital June 2009 - April 2010
Merrill Lynch April 2007 - April 2009
Merrill Lynch August 2006 - April 2007
Skills
Equities, Derivatives, Microsoft Office, Portfolio Management, Capital Markets, Microsoft Excel, Trading, Analysis, Fixed Income, Due Diligence, Management, Accounting, Access, Mergers & Acquisitions, Finance
Education
Rutgers University-New Brunswick 2003 — 2006
Bachelors of Art, Political Science
Rutgers University-New Brunswick
Matthew Zonies Matthew Zonies's Merrill Lynch Experience October 2012 - November 2013
Job Attorney at Broder Law Group, P.C.
Industry Law Practice
Experience
Broder Law Group, P.C. November 2013 - Present
Merrill Lynch October 2012 - November 2013
Rothamel Bratton May 2009 - October 2012
Management Planning, Inc. August 2007 - August 2008
Skills
Estate Planning, Securities, Investments, Portfolio Management, Corporate Law, Business Valuation, Real Estate, Commercial Real Estate, Mergers & Acquisitions, Commercial Lending
Education
Rutgers University School of Law - Camden 2008 — 2011
J.D.
The College of New Jersey 2003 — 2007
Bachelor of Science (B.S.), Finance
Broder Law Group, P.C. November 2013 - Present
Merrill Lynch October 2012 - November 2013
Rothamel Bratton May 2009 - October 2012
Management Planning, Inc. August 2007 - August 2008
Skills
Estate Planning, Securities, Investments, Portfolio Management, Corporate Law, Business Valuation, Real Estate, Commercial Real Estate, Mergers & Acquisitions, Commercial Lending
Education
Rutgers University School of Law - Camden 2008 — 2011
J.D.
The College of New Jersey 2003 — 2007
Bachelor of Science (B.S.), Finance
Normalee Sirota Normalee Sirota's Merrill Lynch Experience June 1999 - September 2003
Job Tax Compliance Manager
Industry Retail
Experience
Ascena Retail Group, Inc. February 2009 - Present
Canon Business Solutions August 2004 - February 2009
Merrill Lynch June 1999 - September 2003
Alloy Silverstein July 1997 - June 1999
Skills
Management, Sales Tax, Tax Preparation, Financial Accounting, Financial Analysis, Property Tax, SAP, Microsoft Excel, Tax Accounting, Strategic Financial..., Process Improvement, Microsoft Word, Corporate Tax, Microsoft Office, Credit, Fixed Assets, Project Management, Retail, Software Documentation, Indirect Taxation, Finance, Use Tax, Sales, Tax Research, Multi-State Sales Tax, Tax Returns
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Science, Accounting
Ascena Retail Group, Inc. February 2009 - Present
Canon Business Solutions August 2004 - February 2009
Merrill Lynch June 1999 - September 2003
Alloy Silverstein July 1997 - June 1999
Skills
Management, Sales Tax, Tax Preparation, Financial Accounting, Financial Analysis, Property Tax, SAP, Microsoft Excel, Tax Accounting, Strategic Financial..., Process Improvement, Microsoft Word, Corporate Tax, Microsoft Office, Credit, Fixed Assets, Project Management, Retail, Software Documentation, Indirect Taxation, Finance, Use Tax, Sales, Tax Research, Multi-State Sales Tax, Tax Returns
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Science, Accounting
Amit K. Bedi's Merrill Lynch Experience June 2009 - November 2010
Job Finance and Strategy at Pulse Secure
Industry Investment Management
Experience
Siris Capital Group June 2012 - Present
Merrill Lynch June 2009 - November 2010
Skills
Private Equity, Investment Banking, Capital, Mergers & Acquisitions, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Buyouts, Strategy, Turn Around Management, Due Diligence, Investments, Equities, Finance, Corporate Development
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2012
Bachelor of Science (BS), Operations Research and Industrial Engineering
Rutgers University 2008 — 2009
Bachelor of Arts (B.A.), Economics
Siris Capital Group June 2012 - Present
Merrill Lynch June 2009 - November 2010
Skills
Private Equity, Investment Banking, Capital, Mergers & Acquisitions, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Buyouts, Strategy, Turn Around Management, Due Diligence, Investments, Equities, Finance, Corporate Development
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2012
Bachelor of Science (BS), Operations Research and Industrial Engineering
Rutgers University 2008 — 2009
Bachelor of Arts (B.A.), Economics
Derrick Van Nutt Derrick Van Nutt's Merrill Lynch Experience May 2003 - August 2003
Job Financial Manager Senior at Advanced Systems Engineering Corporation (ASEC)
Industry Defense & Space
Experience
Advanced Systems Engineering Corporation (ASEC) February 2013 - Present
The MITRE Corporation May 2011 - February 2013
The MITRE Corporation October 2009 - May 2011
FutureCAP November 2010 - February 2011
MITRE September 2004 - October 2009
Merrill Lynch May 2003 - August 2003
Skills
Public Financial..., Strategic Planning, Performance Metrics, Data Analysis, Pivot Tables, Cognos, Microsoft Excel, Communication, Management Consulting, Budget Process, Federal Budget, Federal Procurement, Financial Analysis, Strategic Financial..., Expense Reports
Education
The George Washington University - School of Business 2008 — 2010
Masters, MBA
Rutgers University – Camden 2000 — 2004
Bachelors, Finance
Advanced Systems Engineering Corporation (ASEC) February 2013 - Present
The MITRE Corporation May 2011 - February 2013
The MITRE Corporation October 2009 - May 2011
FutureCAP November 2010 - February 2011
MITRE September 2004 - October 2009
Merrill Lynch May 2003 - August 2003
Skills
Public Financial..., Strategic Planning, Performance Metrics, Data Analysis, Pivot Tables, Cognos, Microsoft Excel, Communication, Management Consulting, Budget Process, Federal Budget, Federal Procurement, Financial Analysis, Strategic Financial..., Expense Reports
Education
The George Washington University - School of Business 2008 — 2010
Masters, MBA
Rutgers University – Camden 2000 — 2004
Bachelors, Finance
Dana K. Bijj Dana K. Bijj's Merrill Lynch Experience 1993 - 1995
Job Vice President at Citibank,N.A.
Industry Financial Services
Experience
Citibank,N.A. October 2013 - Present
Artisans' Bank 2009 - 2011
PNC Bank 2004 - 2009
JPMorgan Chase 2000 - 2004
Merrill Lynch 1993 - 1995
Gulf International Bank 1989 - 1993
Citibank 1986 - 1989
Skills
Portfolio Management, Investments, Credit, Wealth Management, Finance, Loans, Securities, Commercial Lending, Private Banking, Investment Strategies, High Net Worth..., Credit Analysis, Mergers & Acquisitions
Education
Rutgers University
BS Business Major, Minor in Economics
Citibank,N.A. October 2013 - Present
Artisans' Bank 2009 - 2011
PNC Bank 2004 - 2009
JPMorgan Chase 2000 - 2004
Merrill Lynch 1993 - 1995
Gulf International Bank 1989 - 1993
Citibank 1986 - 1989
Skills
Portfolio Management, Investments, Credit, Wealth Management, Finance, Loans, Securities, Commercial Lending, Private Banking, Investment Strategies, High Net Worth..., Credit Analysis, Mergers & Acquisitions
Education
Rutgers University
BS Business Major, Minor in Economics
Victoria Grant Victoria Grant's Merrill Lynch Experience July 2004 - October 2006
Job Vice President, Equity Derivatives Group EDG Legal Documentation at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Morgan Stanley October 2006 - June 2014
Merrill Lynch July 2004 - October 2006
Skills
Derivatives, Equities, Fixed Income, Team Management, Payments, PowerPoint, Settlement, Options, Risk Management, Financial Services
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2000 — 2004
Bachelor of Arts (B.A.), Finance, 3.5
JPMorgan Chase June 2014 - Present
Morgan Stanley October 2006 - June 2014
Merrill Lynch July 2004 - October 2006
Skills
Derivatives, Equities, Fixed Income, Team Management, Payments, PowerPoint, Settlement, Options, Risk Management, Financial Services
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2000 — 2004
Bachelor of Arts (B.A.), Finance, 3.5
Veronica Sills Veronica Sills's Merrill Lynch Experience November 2004 - March 2006
Job Residence Coordinator at UNC Wilmington
Industry Higher Education
Experience
University of North Carolina Wilmington July 2013 - Present
Elon University July 2012 - April 2013
New Jersey Department of Corrections May 2008 - June 2012
Cooper Levenson Law Firm March 2006 - May 2008
Merrill Lynch November 2004 - March 2006
The College of New Jersey (Office of Educational & Residential Housing) 2001 - 2004
Education
University of North Carolina at Wilmington 2014 — 2018
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
Drexel University 2012 — 2014
Master of Science (M.S.), Higher Education Administration & Organizational Management - Student Development & Affairs
Rutgers University – Camden 2010 — 2011
Master of Public Administration (M.P.A.), Public Administration
Rutgers, The State University of New Jersey-Camden 2008 — 2011
Master of Arts (MA), Criminal Justice
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Criminology (Minor: Women & Gender Studies)
University of North Carolina Wilmington July 2013 - Present
Elon University July 2012 - April 2013
New Jersey Department of Corrections May 2008 - June 2012
Cooper Levenson Law Firm March 2006 - May 2008
Merrill Lynch November 2004 - March 2006
The College of New Jersey (Office of Educational & Residential Housing) 2001 - 2004
Education
University of North Carolina at Wilmington 2014 — 2018
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
Drexel University 2012 — 2014
Master of Science (M.S.), Higher Education Administration & Organizational Management - Student Development & Affairs
Rutgers University – Camden 2010 — 2011
Master of Public Administration (M.P.A.), Public Administration
Rutgers, The State University of New Jersey-Camden 2008 — 2011
Master of Arts (MA), Criminal Justice
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Criminology (Minor: Women & Gender Studies)
Wanda McNeill Wanda McNeill's Merrill Lynch Experience 1989 - 2001
Job Experienced Marketing and Diversity Manager
Industry Marketing and Advertising
Experience
New Jersey Department of the Treasury March 2004 - October 2010
Merrill Lynch 1989 - 2001
Skills
Marketing, Advertising, Fundraising, Integrated Marketing, Management, Marketing Communications, Marketing Strategy, Microsoft Office, Program Management, Project Management, Public Relations, Social Media Marketing, Strategy
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Communications
New Jersey Department of the Treasury March 2004 - October 2010
Merrill Lynch 1989 - 2001
Skills
Marketing, Advertising, Fundraising, Integrated Marketing, Management, Marketing Communications, Marketing Strategy, Microsoft Office, Program Management, Project Management, Public Relations, Social Media Marketing, Strategy
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Communications
Art Ernst Art Ernst's Merrill Lynch Experience November 2004 - November 2005
Job Portfolio Manager at Byrne Asset Management
Industry Investment Management
Experience
Byrne Asset Management September 2006 - Present
Ernst & Forster June 1998 - August 2006
Merrill Lynch November 2004 - November 2005
Old Grange Graphics May 1991 - June 1998
Robert Wood Johnson Foundation April 1989 - April 1991
First Investors Corporation May 1984 - April 1989
First Investors Corporation May 1981 - May 1984
Skills
Series 7, Alternative Investments, Securities, Mutual Funds, Asset Managment, Wealth Management, Investment Advisory, Investments, Fixed Income, Asset Allocation, Financial Advisory, Investment Strategies, Finance, Bonds, Portfolio Management, Retirement Planning, Investment Management, Hedge Funds, Equities, Bloomberg, Economics, Series 63, ETFs, Asset Management, Capital Markets, Private Equity
Education
University of Pennsylvania - The Wharton School 1982 — 1984
M.B.A., Finance
Rutgers University-New Brunswick 1977 — 1981
B.A., Economics
Byrne Asset Management September 2006 - Present
Ernst & Forster June 1998 - August 2006
Merrill Lynch November 2004 - November 2005
Old Grange Graphics May 1991 - June 1998
Robert Wood Johnson Foundation April 1989 - April 1991
First Investors Corporation May 1984 - April 1989
First Investors Corporation May 1981 - May 1984
Skills
Series 7, Alternative Investments, Securities, Mutual Funds, Asset Managment, Wealth Management, Investment Advisory, Investments, Fixed Income, Asset Allocation, Financial Advisory, Investment Strategies, Finance, Bonds, Portfolio Management, Retirement Planning, Investment Management, Hedge Funds, Equities, Bloomberg, Economics, Series 63, ETFs, Asset Management, Capital Markets, Private Equity
Education
University of Pennsylvania - The Wharton School 1982 — 1984
M.B.A., Finance
Rutgers University-New Brunswick 1977 — 1981
B.A., Economics
Robert Milelli Robert Milelli's Merrill Lynch Experience July 2010 - January 2011
Job Assistant Vice President at Liberty Bell Bank
Industry Banking
Experience
Liberty Bell Bank May 2015 - Present
Liberty Bell Bank June 2014 - May 2015
Liberty Bell Bank January 2011 - June 2014
Merrill Lynch July 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Strategic Planning, Banking, Loans, Customer Service, Credit, Finance, Financial Analysis, Leadership, Sales, Risk Management, Small Business Lending, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Mortgage Lending, Consumer Lending, Credit Risk, Lines Of Credit, Portfolio Management, Loan Origination
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Rutgers Business School 2006 — 2010
Bachelor's Degree, Finance, General
Liberty Bell Bank May 2015 - Present
Liberty Bell Bank June 2014 - May 2015
Liberty Bell Bank January 2011 - June 2014
Merrill Lynch July 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Strategic Planning, Banking, Loans, Customer Service, Credit, Finance, Financial Analysis, Leadership, Sales, Risk Management, Small Business Lending, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Mortgage Lending, Consumer Lending, Credit Risk, Lines Of Credit, Portfolio Management, Loan Origination
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Rutgers Business School 2006 — 2010
Bachelor's Degree, Finance, General
Massiel Marte Massiel Marte's Merrill Lynch Experience July 2007 - February 2009
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Merck September 2011 - October 2013
Merck March 2009 - August 2011
Merrill Lynch July 2007 - February 2009
Johnson & Johnson January 2006 - January 2007
Anheuser-Busch May 2005 - August 2005
Skills
Project Management, Project Planning, Event Planning, Event Management, MS Project, Microsoft Excel, Process Improvement, Team Building, Mentoring, Patience, Benefit Cost Analysis, Microsoft Office, Objectivity, Building Relationships, Positive Work..., Teamwork, Influence At All Levels
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Engineering (BEng), Industrial Engineering
Merck September 2011 - October 2013
Merck March 2009 - August 2011
Merrill Lynch July 2007 - February 2009
Johnson & Johnson January 2006 - January 2007
Anheuser-Busch May 2005 - August 2005
Skills
Project Management, Project Planning, Event Planning, Event Management, MS Project, Microsoft Excel, Process Improvement, Team Building, Mentoring, Patience, Benefit Cost Analysis, Microsoft Office, Objectivity, Building Relationships, Positive Work..., Teamwork, Influence At All Levels
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Engineering (BEng), Industrial Engineering
Daniel Japa Daniel Japa's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Markov Processes International (MPI)
Industry Investment Management
Experience
Markov Processes International (MPI) May 2013 - Present
Merrill Lynch June 2012 - August 2012
Princeton Communication June 2011 - September 2011
Creative Strategy Group, Inc. January 2011 - June 2011
Luis Records and Electronics January 2005 - August 2008
Skills
Bilingual, Microsoft Office, SAS, Spanish, Access, Bloomberg Terminal, Microsoft SQL Server, Salesforce.com, Valuation
Education
The College of New Jersey 2008 — 2013
Bachelor of Science (BS), Economics and Finance, 3.5 Major GPA
Rutgers University – Camden 2006 — 2007
Markov Processes International (MPI) May 2013 - Present
Merrill Lynch June 2012 - August 2012
Princeton Communication June 2011 - September 2011
Creative Strategy Group, Inc. January 2011 - June 2011
Luis Records and Electronics January 2005 - August 2008
Skills
Bilingual, Microsoft Office, SAS, Spanish, Access, Bloomberg Terminal, Microsoft SQL Server, Salesforce.com, Valuation
Education
The College of New Jersey 2008 — 2013
Bachelor of Science (BS), Economics and Finance, 3.5 Major GPA
Rutgers University – Camden 2006 — 2007
Sharifa Dunn's Merrill Lynch Experience June 2007 - August 2007
Job Associate at JP Morgan
Industry Financial Services
Experience
J.P. Morgan September 2010 - Present
The Intersect Fund July 2009 - May 2010
JP MORGAN CHASE & CO June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Education
Rutgers Business School 2006 — 2010
Bachelor of Science, Finance and Psychology
University of KwaZulu-Natal 2008 — 2008
Study Abroad, General Course Student
J.P. Morgan September 2010 - Present
The Intersect Fund July 2009 - May 2010
JP MORGAN CHASE & CO June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Education
Rutgers Business School 2006 — 2010
Bachelor of Science, Finance and Psychology
University of KwaZulu-Natal 2008 — 2008
Study Abroad, General Course Student
Gino Basile Gino Basile's Merrill Lynch Experience September 2004 - January 2005
Job Client & Account Service Manager serving the needs of Registered Investment Advisors
Industry Financial Services
Experience
Client Advisor Support Solutions℠ November 2009 - Present
Fidelity Investments June 2007 - December 2008
Pershing Advisor Solutions March 2005 - June 2007
Merrill Lynch September 2004 - January 2005
Merrill Lynch October 2003 - September 2004
Merrill Lynch March 2002 - October 2003
Morgan Stanley December 2001 - March 2002
Mellon Bank August 1998 - July 2001
Skills
Brokerage Account..., Brokerage Operations, Business Communications, Client Service, Confidentiality, Consulting, Critical Thinking, Research, Troubleshooting, Alternative Investments, Blueleaf, Business Transition, Custom Reports, eMoney Advisor, Fidelity Wealth Central, HNWI, Huddle, International..., LeapFile, MLP, MoneyGuidePro, Morningstar Advisor, Morningstar Office, Pershing NetX360, Private Placements, Redtail, Schwab Advisor Center, ShareFile, TD Ameritrade Veo, Wealthbox, Management, Relationship Management, Sales, Finance
Education
Rutgers, The State University of New Jersey-Camden
B.A., Economics, minor: Finance
Client Advisor Support Solutions℠ November 2009 - Present
Fidelity Investments June 2007 - December 2008
Pershing Advisor Solutions March 2005 - June 2007
Merrill Lynch September 2004 - January 2005
Merrill Lynch October 2003 - September 2004
Merrill Lynch March 2002 - October 2003
Morgan Stanley December 2001 - March 2002
Mellon Bank August 1998 - July 2001
Skills
Brokerage Account..., Brokerage Operations, Business Communications, Client Service, Confidentiality, Consulting, Critical Thinking, Research, Troubleshooting, Alternative Investments, Blueleaf, Business Transition, Custom Reports, eMoney Advisor, Fidelity Wealth Central, HNWI, Huddle, International..., LeapFile, MLP, MoneyGuidePro, Morningstar Advisor, Morningstar Office, Pershing NetX360, Private Placements, Redtail, Schwab Advisor Center, ShareFile, TD Ameritrade Veo, Wealthbox, Management, Relationship Management, Sales, Finance
Education
Rutgers, The State University of New Jersey-Camden
B.A., Economics, minor: Finance
ILYA BOGUSLAVSKY ILYA BOGUSLAVSKY's Merrill Lynch Experience DirectorBank of America Merrill Lynch1999 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch DirectorBank of America Merrill Lynch1999 - Present
Skills
Capital Markets, Fixed Income
Education
Rutgers University School of Law - Newark 1998 — 2002
Rutgers, The State University of New Jersey-Newark 1998 — 2002
JD, Law
Merrill Lynch DirectorBank of America Merrill Lynch1999 - Present
Skills
Capital Markets, Fixed Income
Education
Rutgers University School of Law - Newark 1998 — 2002
Rutgers, The State University of New Jersey-Newark 1998 — 2002
JD, Law
Jake Goodman Jake Goodman's Merrill Lynch Experience 2006 - 2008
Job Associate, Criminal Defense at Gibbons P.C.
Industry Law Practice
Experience
Gibbons P.C. October 2014 - Present
The Honorable Anne M. Patterson, Supreme Court of New Jersey August 2013 - August 2014
Bergen County Prosecutor's Office June 2012 - August 2012
Rutgers School of Law - Newark January 2012 - May 2012
New York State Unified Court System June 2011 - July 2011
PwC August 2008 - 2010
International Programs for Students, University of South Carolina August 2006 - May 2008
Merrill Lynch 2006 - 2008
Education
Rutgers University School of Law - Newark
J.D., summa cum laude, Order of the Coif
University of South Carolina-Columbia
B.S., Business Administration; Corporate Finance and Real Estate
Gibbons P.C. October 2014 - Present
The Honorable Anne M. Patterson, Supreme Court of New Jersey August 2013 - August 2014
Bergen County Prosecutor's Office June 2012 - August 2012
Rutgers School of Law - Newark January 2012 - May 2012
New York State Unified Court System June 2011 - July 2011
PwC August 2008 - 2010
International Programs for Students, University of South Carolina August 2006 - May 2008
Merrill Lynch 2006 - 2008
Education
Rutgers University School of Law - Newark
J.D., summa cum laude, Order of the Coif
University of South Carolina-Columbia
B.S., Business Administration; Corporate Finance and Real Estate
Thuong (Tomy) Nguyen's Merrill Lynch Experience August 2015 - Present
Job Registered Representative at Merril Lynch Inc
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
SMCP (Sandro, Maje, Claudie Pierlot) September 2014 - May 2015
DMA united September 2014 - November 2014
Rutgers University Resident Life October 2013 - May 2014
Federal Bureau of Corrections May 2013 - August 2013
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor’s Degree, Economics
Merrill Lynch August 2015 - Present
SMCP (Sandro, Maje, Claudie Pierlot) September 2014 - May 2015
DMA united September 2014 - November 2014
Rutgers University Resident Life October 2013 - May 2014
Federal Bureau of Corrections May 2013 - August 2013
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor’s Degree, Economics
Nancy Fahmy Nancy Fahmy's Merrill Lynch Experience June 1998 - January 2003
Job Investment Strategist at Prudential
Industry Financial Services
Experience
Prudential Financial February 2015 - Present
UBS Global Asset Management June 2007 - February 2015
UBS Global Asset Management September 2004 - June 2007
UBS Global Asset Management March 2003 - September 2004
Merrill Lynch June 1998 - January 2003
Skills
Hedge Funds, Asset Management, Alternative Investments, Investments, Equities, Fixed Income, Asset Allocation, Portfolio Management, Mutual Funds, Investment Strategies, Sales, Wealth Management, Series 7, Marketing, Securities, Financial Services
Education
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Prudential Financial February 2015 - Present
UBS Global Asset Management June 2007 - February 2015
UBS Global Asset Management September 2004 - June 2007
UBS Global Asset Management March 2003 - September 2004
Merrill Lynch June 1998 - January 2003
Skills
Hedge Funds, Asset Management, Alternative Investments, Investments, Equities, Fixed Income, Asset Allocation, Portfolio Management, Mutual Funds, Investment Strategies, Sales, Wealth Management, Series 7, Marketing, Securities, Financial Services
Education
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Rovie Persad's Merrill Lynch Experience June 2013 - Present
Job Project Manager Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Reed Elsevier February 2013 - June 2013
American Arbitration Association June 2012 - February 2013
JPMorgan Chase July 2010 - February 2011
TD August 2008 - October 2009
Skills
Project Management, Change Management, Vendor Management, PMO, SharePoint, MS Project, Program Management, Risk Management, Project Coordination, Project Finance, Project Planning, Management Consulting, Agile Methodologies, Outlook, Microsoft Excel, IT Management, Full SDLC, Business Analysis, Financial Reporting, Finance, Visio, Business Process..., Analysis, Software Project..., Project Portfolio..., SDLC, Microsoft Project
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2008
Bachelors, Finance
Merrill Lynch June 2013 - Present
Reed Elsevier February 2013 - June 2013
American Arbitration Association June 2012 - February 2013
JPMorgan Chase July 2010 - February 2011
TD August 2008 - October 2009
Skills
Project Management, Change Management, Vendor Management, PMO, SharePoint, MS Project, Program Management, Risk Management, Project Coordination, Project Finance, Project Planning, Management Consulting, Agile Methodologies, Outlook, Microsoft Excel, IT Management, Full SDLC, Business Analysis, Financial Reporting, Finance, Visio, Business Process..., Analysis, Software Project..., Project Portfolio..., SDLC, Microsoft Project
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2008
Bachelors, Finance
Sonam Kapoor Sonam Kapoor's Merrill Lynch Experience June 2008 - December 2008
Job Hedge fund accountant at Citi
Industry Financial Services
Experience
Citi November 2010 - Present
Samuel Klein & Co. CPA’s January 2010 - November 2010
Targum Publishing Company July 2007 - January 2009
Merrill Lynch June 2008 - December 2008
BCBGMAXAZRIAGROUP June 2007 - December 2007
Skills
Accounting, Management, Leadership, QuickBooks, Marketing, Microsoft Excel, Time Management, Financial Statements, Team Leadership, Hedge Funds, Sales, Mutual Funds, Customer Service, PowerPoint
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2010
Bachelor's Degree, Accounting and Finance
Citi November 2010 - Present
Samuel Klein & Co. CPA’s January 2010 - November 2010
Targum Publishing Company July 2007 - January 2009
Merrill Lynch June 2008 - December 2008
BCBGMAXAZRIAGROUP June 2007 - December 2007
Skills
Accounting, Management, Leadership, QuickBooks, Marketing, Microsoft Excel, Time Management, Financial Statements, Team Leadership, Hedge Funds, Sales, Mutual Funds, Customer Service, PowerPoint
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2010
Bachelor's Degree, Accounting and Finance
Calvin Inge Calvin Inge's Merrill Lynch Experience August 1997 - September 2000
Job US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission April 2010 - Present
Confidential 2009 - April 2010
Wachovia Securities September 2005 - September 2008
Wachovia Securities, LLC September 2002 - September 2005
Wachovia Securities, LLC September 2000 - September 2002
Merrill Lynch August 1997 - September 2000
Olde Brokerage 1996 - 1997
Skills
Compliance, Brokerage Operations, Prime Brokerage, FINOP, Financial Risk, Broker-Dealer, series 27, Clearance & Settlement, Regulatory Reporting, Back Office, Securities, Operational Risk, Mutual Funds, Investments, Securities Lending, Accounting, FINRA, Capital Markets, Account Reconciliation, Wealth Management, Banking, Derivatives, Series 63, Settlement, AML, Series 24, Asset Managment, Portfolio Management, Hedge Funds, Mortgage Lending, Series 7, Middle Office, Risk Management, Financial Services, Equities, Fixed Income, Asset Management, Brokers, Financial Markets, Credit Risk, Finance, Bloomberg, Operational Risk..., Due Diligence, Asset Allocation, Internal Audit, Investment Advisory, Financial Regulation, USA PATRIOT Act, Cash Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
Business Administration
Rutgers University – Camden 1991 — 1993
Pennsuaken Technical High School 1987 — 1991
US Securities and Exchange Commission April 2010 - Present
Confidential 2009 - April 2010
Wachovia Securities September 2005 - September 2008
Wachovia Securities, LLC September 2002 - September 2005
Wachovia Securities, LLC September 2000 - September 2002
Merrill Lynch August 1997 - September 2000
Olde Brokerage 1996 - 1997
Skills
Compliance, Brokerage Operations, Prime Brokerage, FINOP, Financial Risk, Broker-Dealer, series 27, Clearance & Settlement, Regulatory Reporting, Back Office, Securities, Operational Risk, Mutual Funds, Investments, Securities Lending, Accounting, FINRA, Capital Markets, Account Reconciliation, Wealth Management, Banking, Derivatives, Series 63, Settlement, AML, Series 24, Asset Managment, Portfolio Management, Hedge Funds, Mortgage Lending, Series 7, Middle Office, Risk Management, Financial Services, Equities, Fixed Income, Asset Management, Brokers, Financial Markets, Credit Risk, Finance, Bloomberg, Operational Risk..., Due Diligence, Asset Allocation, Internal Audit, Investment Advisory, Financial Regulation, USA PATRIOT Act, Cash Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
Business Administration
Rutgers University – Camden 1991 — 1993
Pennsuaken Technical High School 1987 — 1991
Bryan Barkow Bryan Barkow's Merrill Lynch Experience February 2012 - September 2012
Job Insurance Professional
Industry Insurance
Experience
Zurich North America August 2014 - Present
Woloshin Investment Management December 2012 - Present
BAYADA Home Health Care September 2013 - July 2014
Merrill Lynch February 2012 - September 2012
Friendly Ice Cream Corporation August 2011 - August 2012
McDonald's Corporation May 2008 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Facebook, Social Networking
Education
Rutgers, The State University of New Jersey-Camden 2010 — 2014
Bachelor of Science (B.S.), Junior
Zurich North America August 2014 - Present
Woloshin Investment Management December 2012 - Present
BAYADA Home Health Care September 2013 - July 2014
Merrill Lynch February 2012 - September 2012
Friendly Ice Cream Corporation August 2011 - August 2012
McDonald's Corporation May 2008 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Facebook, Social Networking
Education
Rutgers, The State University of New Jersey-Camden 2010 — 2014
Bachelor of Science (B.S.), Junior
Irina Bangiyeva's Merrill Lynch Experience 2008 - 2008
Job Irina B
Industry Banking
Experience
Capital One March 2014 - Present
Banco Santander September 2012 - March 2014
Bank of America June 2009 - October 2012
Merrill Lynch 2008 - 2008
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Loan Origination, Credit Risk, Lines Of Credit, Strategic Financial...
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
Bachelor of Arts (BA), Economics
Capital One March 2014 - Present
Banco Santander September 2012 - March 2014
Bank of America June 2009 - October 2012
Merrill Lynch 2008 - 2008
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Loan Origination, Credit Risk, Lines Of Credit, Strategic Financial...
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
Bachelor of Arts (BA), Economics
Vincent Bloise Vincent Bloise's Merrill Lynch Experience June 1998 - April 2000
Job IT Manager at Vanguard
Industry Financial Services
Experience
The Vanguard Group February 2009 - Present
The Vanguard Group April 2000 - February 2009
Merrill Lynch June 1998 - April 2000
IBM July 1987 - June 1998
Skills
SDLC, Process Improvement, Business Analysis, Software Project..., Project Management, Agile Methodologies, Requirements Analysis, Management, Software Development, Leadership, Financial Services, trade order management, Global Trade Management, Charles River IMS, Alternative Trading..., Integration, AJAX, Requirements Gathering, Java Enterprise Edition, Web Development
Education
Rutgers, The State University of New Jersey-Camden 1984 — 1987
Bachelor of Arts (B.A.), Computer Science
The Vanguard Group February 2009 - Present
The Vanguard Group April 2000 - February 2009
Merrill Lynch June 1998 - April 2000
IBM July 1987 - June 1998
Skills
SDLC, Process Improvement, Business Analysis, Software Project..., Project Management, Agile Methodologies, Requirements Analysis, Management, Software Development, Leadership, Financial Services, trade order management, Global Trade Management, Charles River IMS, Alternative Trading..., Integration, AJAX, Requirements Gathering, Java Enterprise Edition, Web Development
Education
Rutgers, The State University of New Jersey-Camden 1984 — 1987
Bachelor of Arts (B.A.), Computer Science
Phillip B. Lewis Phillip B. Lewis's Merrill Lynch Experience 1999 - 2001
Job Owner at Phillip B. Lewis & Company
Industry Accounting
Experience
Phillip B. Lewis & Company January 1981 - Present
TATUM & ASSOCIATES / TCBA WATSON RICE, LLP, Certified Public Accountants 2008 - 2011
WATSON SERVICES, INC. 2009 - 2010
UNTRACHT EARLY, LLP, Certified Public Accountants & Consultants 2007 - 2008
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Merrill Lynch 1994 - 1996
Merrill Lynch 1989 - 1993
Merrill Lynch 1986 - 1989
Skills
Tax Preparation, Accounting, Tax Returns, S Corporations, Financial Reporting, QuickBooks, Financial Analysis, Microsoft Excel, Budgets, Tax, Investments, Nonprofits, Finance, Financial Accounting, Auditing, Small Business, Internal Audit, Bookkeeping, Internal Controls, Payroll, Strategic Financial..., Financial Planning
Education
Rutgers Business School 1990 — 1994
Bachelor of Science (BS) - Matriculated part-time, Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Phillip B. Lewis & Company January 1981 - Present
TATUM & ASSOCIATES / TCBA WATSON RICE, LLP, Certified Public Accountants 2008 - 2011
WATSON SERVICES, INC. 2009 - 2010
UNTRACHT EARLY, LLP, Certified Public Accountants & Consultants 2007 - 2008
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Merrill Lynch 1994 - 1996
Merrill Lynch 1989 - 1993
Merrill Lynch 1986 - 1989
Skills
Tax Preparation, Accounting, Tax Returns, S Corporations, Financial Reporting, QuickBooks, Financial Analysis, Microsoft Excel, Budgets, Tax, Investments, Nonprofits, Finance, Financial Accounting, Auditing, Small Business, Internal Audit, Bookkeeping, Internal Controls, Payroll, Strategic Financial..., Financial Planning
Education
Rutgers Business School 1990 — 1994
Bachelor of Science (BS) - Matriculated part-time, Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Sahil Nock Sahil Nock's Merrill Lynch Experience May 2007 - August 2007
Job Experienced Marketing Leader (10+ Years) Seeking New Challenge
Industry Biotechnology
Experience
Beckman Coulter Diagnostics, Danaher Corporation (#149 on Fortune 500 2014 list) May 2014 - September 2015
Thermo Fisher Scientific (Life Technologies) September 2013 - June 2014
Thermo Fisher Scientific (Life Technologies) October 2011 - September 2013
Thermo Fisher Scientific (Life Technologies) November 2009 - October 2011
Microsoft June 2008 - November 2009
Independent Consultant September 2004 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Social Media, Product Marketing, Viral Marketing, Global Marketing, Competitive Analysis, Marketing Strategy, Strategy, Marketing, Leadership, SEO, Product Development, B2B, Management, Budgets, Cross-functional Team..., Sales, Market Research, Integrated Marketing, Program Management, Team Leadership, Analysis, Facebook, Marketing Management, Product Management
Education
Northwestern University - Kellogg School of Management 2008 — 2009
Certificate of Specialized Studies in Marketing, Marketing
Rutgers University-New Brunswick 2004 — 2008
BS, Marketing
Beckman Coulter Diagnostics, Danaher Corporation (#149 on Fortune 500 2014 list) May 2014 - September 2015
Thermo Fisher Scientific (Life Technologies) September 2013 - June 2014
Thermo Fisher Scientific (Life Technologies) October 2011 - September 2013
Thermo Fisher Scientific (Life Technologies) November 2009 - October 2011
Microsoft June 2008 - November 2009
Independent Consultant September 2004 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Social Media, Product Marketing, Viral Marketing, Global Marketing, Competitive Analysis, Marketing Strategy, Strategy, Marketing, Leadership, SEO, Product Development, B2B, Management, Budgets, Cross-functional Team..., Sales, Market Research, Integrated Marketing, Program Management, Team Leadership, Analysis, Facebook, Marketing Management, Product Management
Education
Northwestern University - Kellogg School of Management 2008 — 2009
Certificate of Specialized Studies in Marketing, Marketing
Rutgers University-New Brunswick 2004 — 2008
BS, Marketing
Christopher Kienle Christopher Kienle's Merrill Lynch Experience March 2007 - October 2009
Job Managing Director, Marketing at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
TD Ameritrade October 2009 - September 2013
Merrill Lynch March 2007 - October 2009
Razorfish February 2007 - October 2009
PIMCO November 2008 - July 2009
Starpoint Solutions February 1997 - February 2007
Bureau of Electronic Publishing February 1995 - January 1997
Skills
User Experience, Online User Experience, Research, Qualitative Research, Ethnography, Interaction Design, Information Architecture, Information Design, Creative Direction, Creative Services, User Interface Design, Usability, Usability Testing, Platforms, Mobile Applications, Digital Strategy, Web Project Management, Content Strategy, Agile Methodologies, Team Building, Team Leadership, Team Management, Mobile Strategy, Digital Marketing, Project Management, E-commerce, Mobile Devices, SEO, Leadership, Experience Design, User Experience Design, User-centered Design, Strategy, Product Management, Wireframes, Analytics, Content Management, Management, Financial Services, New Media, Interactive Marketing, Web Analytics, Strategic Partnerships, Mobile Marketing, Online Marketing, Integrated Marketing, User Research, Marketing, Thought Leadership
Education
Rutgers University-New Brunswick 1991 — 2001
Bachelors, English
University of Maryland College Park 1990 — 1991
St. Joseph's High School
St. Joseph's High School
TD Ameritrade September 2013 - Present
TD Ameritrade October 2009 - September 2013
Merrill Lynch March 2007 - October 2009
Razorfish February 2007 - October 2009
PIMCO November 2008 - July 2009
Starpoint Solutions February 1997 - February 2007
Bureau of Electronic Publishing February 1995 - January 1997
Skills
User Experience, Online User Experience, Research, Qualitative Research, Ethnography, Interaction Design, Information Architecture, Information Design, Creative Direction, Creative Services, User Interface Design, Usability, Usability Testing, Platforms, Mobile Applications, Digital Strategy, Web Project Management, Content Strategy, Agile Methodologies, Team Building, Team Leadership, Team Management, Mobile Strategy, Digital Marketing, Project Management, E-commerce, Mobile Devices, SEO, Leadership, Experience Design, User Experience Design, User-centered Design, Strategy, Product Management, Wireframes, Analytics, Content Management, Management, Financial Services, New Media, Interactive Marketing, Web Analytics, Strategic Partnerships, Mobile Marketing, Online Marketing, Integrated Marketing, User Research, Marketing, Thought Leadership
Education
Rutgers University-New Brunswick 1991 — 2001
Bachelors, English
University of Maryland College Park 1990 — 1991
St. Joseph's High School
St. Joseph's High School
Paul Snieckus's Merrill Lynch Experience January 2012 - May 2012
Job Business Manager at Amalthea Cellars Winery
Industry Food & Beverages
Experience
Amalthea Cellars April 2015 - Present
Vanguard July 2013 - May 2015
Market Resource Partners September 2012 - March 2013
Merrill Lynch January 2012 - May 2012
Amalthea Cellars March 2010 - May 2012
Skills
Marketing/Branding, Social Media, Microsoft Excel, Business Strategy, Entrepreneurship, Finance/Accounting, Quickbooks, Youtube, Tumblr, Networking, Event Planning, Marketing Strategy, QuickBooks, Business Development, YouTube, Microsoft Office, Sales, Email Marketing, Marketing, Customer Service, Finance, Investments, Strategy, Brand Management, Direct Sales, Brand Development, Digital Media, Management, Leadership, Cooking
Education
Rutgers, The State University of New Jersey-Camden 2008 — 2012
Finance, Finance, General
Amalthea Cellars April 2015 - Present
Vanguard July 2013 - May 2015
Market Resource Partners September 2012 - March 2013
Merrill Lynch January 2012 - May 2012
Amalthea Cellars March 2010 - May 2012
Skills
Marketing/Branding, Social Media, Microsoft Excel, Business Strategy, Entrepreneurship, Finance/Accounting, Quickbooks, Youtube, Tumblr, Networking, Event Planning, Marketing Strategy, QuickBooks, Business Development, YouTube, Microsoft Office, Sales, Email Marketing, Marketing, Customer Service, Finance, Investments, Strategy, Brand Management, Direct Sales, Brand Development, Digital Media, Management, Leadership, Cooking
Education
Rutgers, The State University of New Jersey-Camden 2008 — 2012
Finance, Finance, General
Thomas Petillo Thomas Petillo's Merrill Lynch Experience July 2005 - August 2010
Job Assistant Vice President at HSBC Bank
Industry Financial Services
Experience
HSBC January 2015 - Present
HSBC August 2010 - March 2015
Merrill Lynch July 2005 - August 2010
Unilever June 2004 - September 2004
Skills
Fixed Income, Capital Markets, Bloomberg, Derivatives, Series 7, Securities, Hedge Funds, Valuation, Bonds, FX Options, Finance, Financial Analysis, Options, Risk Management, Trading, Financial Risk, Swaps, Financial Modeling, Analysis, Financial Services
Education
Rutgers Business School 2001 — 2005
Bachelor of Science (B.S.), Finance, General
HSBC January 2015 - Present
HSBC August 2010 - March 2015
Merrill Lynch July 2005 - August 2010
Unilever June 2004 - September 2004
Skills
Fixed Income, Capital Markets, Bloomberg, Derivatives, Series 7, Securities, Hedge Funds, Valuation, Bonds, FX Options, Finance, Financial Analysis, Options, Risk Management, Trading, Financial Risk, Swaps, Financial Modeling, Analysis, Financial Services
Education
Rutgers Business School 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Tina Hartley Tina Hartley's Merrill Lynch Experience 2004 - 2005
Job Counsel at Dow Jones
Industry Law Practice
Experience
Dow Jones March 2014 - Present
Drinker Biddle & Reath LLP May 2012 - March 2014
Fried Frank October 2010 - May 2012
Goldman Sachs October 2009 - February 2010
Fried Frank Harris Shriver Jacobson 2008 - 2008
United States District Court, Eastern District of Pennsylvania May 2006 - July 2006
Merrill Lynch 2004 - 2005
Marriott International 2002 - 2004
JP Morgan Chase 2000 - 2001
Skills
Private Equity, Legal Research, Investments, Securities, Legal Writing, Hedge Funds, Securities Regulation, Valuation, Mergers, Due Diligence, Venture Capital, Corporate Law, Mergers & Acquisitions, Joint Ventures, Corporate Governance, Intellectual Property
Education
Rutgers University School of Law - Camden 2005 — 2009
J.D.
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Finance & Economics
Dow Jones March 2014 - Present
Drinker Biddle & Reath LLP May 2012 - March 2014
Fried Frank October 2010 - May 2012
Goldman Sachs October 2009 - February 2010
Fried Frank Harris Shriver Jacobson 2008 - 2008
United States District Court, Eastern District of Pennsylvania May 2006 - July 2006
Merrill Lynch 2004 - 2005
Marriott International 2002 - 2004
JP Morgan Chase 2000 - 2001
Skills
Private Equity, Legal Research, Investments, Securities, Legal Writing, Hedge Funds, Securities Regulation, Valuation, Mergers, Due Diligence, Venture Capital, Corporate Law, Mergers & Acquisitions, Joint Ventures, Corporate Governance, Intellectual Property
Education
Rutgers University School of Law - Camden 2005 — 2009
J.D.
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Finance & Economics
Brian Dolberry Brian Dolberry's Merrill Lynch Experience May 1997 - September 1997
Job Vice President Strategic Accounts at SkillStorm
Industry Financial Services
Experience
Consultant September 2014 - April 2015
Ernst & Young LLP August 2012 - August 2014
JP Morgan August 2004 - August 2012
The Canadian Association of NY 2009 - 2010
Bear Stearns 2004 - 2008
Goldman Sachs February 1999 - August 2004
Merrill Lynch May 1997 - September 1997
Skills
Financial Services, Relationship Management, Prime Brokerage, AML, Hedge Funds, Capital Markets, Derivatives, Portfolio Management, Equities, Fixed Income, Alternative Investments, Series 7, Securities, Valuation, Financial Modeling, Asset Management, Series 63, Asset Managment
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (B.A.), Economics
Rutgers University-New Brunswick
Consultant September 2014 - April 2015
Ernst & Young LLP August 2012 - August 2014
JP Morgan August 2004 - August 2012
The Canadian Association of NY 2009 - 2010
Bear Stearns 2004 - 2008
Goldman Sachs February 1999 - August 2004
Merrill Lynch May 1997 - September 1997
Skills
Financial Services, Relationship Management, Prime Brokerage, AML, Hedge Funds, Capital Markets, Derivatives, Portfolio Management, Equities, Fixed Income, Alternative Investments, Series 7, Securities, Valuation, Financial Modeling, Asset Management, Series 63, Asset Managment
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (B.A.), Economics
Rutgers University-New Brunswick
Andrew Drumm's Merrill Lynch Experience January 2005 - November 2006
Job Financial Services
Industry Financial Services
Experience
Gurney and Drumm Financial Partners January 2014 - Present
Interactive Brokers December 2007 - November 2013
Royal Bank of Scotland November 2006 - December 2007
Merrill Lynch January 2005 - November 2006
Skills
Middle Office, Management, FX Options, Investments, Portfolio Management, Derivatives, Equities, Bloomberg, Fixed Income, Hedge Funds, Trading, Trading Systems, Securities, Electronic Trading, Prime Brokerage
Education
University of Connecticut-Stamford 2000 — 2003
MBA, International Finance
Rutgers, The State University of New Jersey-Camden 1996 — 1999
Bachelor's degree, Finance, General
Gurney and Drumm Financial Partners January 2014 - Present
Interactive Brokers December 2007 - November 2013
Royal Bank of Scotland November 2006 - December 2007
Merrill Lynch January 2005 - November 2006
Skills
Middle Office, Management, FX Options, Investments, Portfolio Management, Derivatives, Equities, Bloomberg, Fixed Income, Hedge Funds, Trading, Trading Systems, Securities, Electronic Trading, Prime Brokerage
Education
University of Connecticut-Stamford 2000 — 2003
MBA, International Finance
Rutgers, The State University of New Jersey-Camden 1996 — 1999
Bachelor's degree, Finance, General
Fahad Saleem's Merrill Lynch Experience March 2010 - June 2010
Job Senior Analyst, Quantitative Policy and Analysis at Federal Reserve Bank of New York
Industry Capital Markets
Experience
Federal Reserve Bank of New York June 2014 - Present
Federal Reserve Bank of New York January 2013 - Present
Federal Reserve Bank of New York July 2010 - Present
Merrill Lynch March 2010 - June 2010
Bristol-Myers Squibb June 2009 - May 2010
Heffler, Radetich & Saitta LLP September 2008 - May 2009
TD Bank September 2007 - May 2009
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Microsoft Office, Analysis
Education
Rutgers University – Camden 2005 — 2010
Bachelors of Science, Finance, Accounting
Federal Reserve Bank of New York June 2014 - Present
Federal Reserve Bank of New York January 2013 - Present
Federal Reserve Bank of New York July 2010 - Present
Merrill Lynch March 2010 - June 2010
Bristol-Myers Squibb June 2009 - May 2010
Heffler, Radetich & Saitta LLP September 2008 - May 2009
TD Bank September 2007 - May 2009
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Microsoft Office, Analysis
Education
Rutgers University – Camden 2005 — 2010
Bachelors of Science, Finance, Accounting
Lynn Hurley, SHRM-SCP's Merrill Lynch Experience October 2006 - June 2008
Job Human Resources Business Partner
Industry Human Resources
Experience
BlackRock May 2014 - July 2015
BlackRock October 2011 - May 2014
BlackRock August 2010 - October 2011
BlackRock July 2008 - August 2010
Merrill Lynch October 2006 - June 2008
Aerotek January 2006 - October 2006
Aerotek July 2004 - January 2006
First Investors Corporation January 2004 - June 2004
David J. Hollinger Associates September 2001 - November 2002
Skills
Employee Relations, Deferred Compensation, Talent Management, Interviews, Recruiting, Internet Recruiting, Sourcing, Human Resources, Talent Acquisition, Employee Benefits, Applicant Tracking..., Onboarding, Succession Planning, PeopleSoft, Temporary Placement, Management, Strategy, Leadership
Education
School of Management and Labor Relations, Rutgers, the State University of NJ (2004) 1999 — 2003
B.A, Management & Labor Relations
Rutgers University-New Brunswick
BS, HR
BlackRock May 2014 - July 2015
BlackRock October 2011 - May 2014
BlackRock August 2010 - October 2011
BlackRock July 2008 - August 2010
Merrill Lynch October 2006 - June 2008
Aerotek January 2006 - October 2006
Aerotek July 2004 - January 2006
First Investors Corporation January 2004 - June 2004
David J. Hollinger Associates September 2001 - November 2002
Skills
Employee Relations, Deferred Compensation, Talent Management, Interviews, Recruiting, Internet Recruiting, Sourcing, Human Resources, Talent Acquisition, Employee Benefits, Applicant Tracking..., Onboarding, Succession Planning, PeopleSoft, Temporary Placement, Management, Strategy, Leadership
Education
School of Management and Labor Relations, Rutgers, the State University of NJ (2004) 1999 — 2003
B.A, Management & Labor Relations
Rutgers University-New Brunswick
BS, HR
Frank Beninato Frank Beninato's Merrill Lynch Experience July 2008 - July 2010
Job M&A Tax Attorney
Industry Accounting
Experience
PwC August 2015 - Present
Eighth Judicial District Court January 2013 - May 2013
Dodson Legal Group May 2012 - October 2012
Merrill Lynch July 2008 - July 2010
Johnson & Johnson May 2007 - May 2008
Skills
International Tax, Financial Accounting, Mediation, Mergers & Acquisitions, Microsoft Office, Westlaw, Tax, Corporate Tax, Tax Accounting, Contract Negotiation, Tax Law, CPA, Equities, Tax Advisory, Contract Law, Investments, Negotiation, International Business
Education
University of Miami School of Law 2014 — 2015
Master of Laws (LL.M.), Taxation
University of Nevada-Las Vegas, William S. Boyd School of Law 2011 — 2013
Juris Doctor (J.D.), Law
Rutgers University School of Law - Camden 2010 — 2011
Law
Rutgers University-New Brunswick 2004 — 2008
Bachelor's degree, Accounting
Saint Joseph's High School 2000 — 2004
High School
PwC August 2015 - Present
Eighth Judicial District Court January 2013 - May 2013
Dodson Legal Group May 2012 - October 2012
Merrill Lynch July 2008 - July 2010
Johnson & Johnson May 2007 - May 2008
Skills
International Tax, Financial Accounting, Mediation, Mergers & Acquisitions, Microsoft Office, Westlaw, Tax, Corporate Tax, Tax Accounting, Contract Negotiation, Tax Law, CPA, Equities, Tax Advisory, Contract Law, Investments, Negotiation, International Business
Education
University of Miami School of Law 2014 — 2015
Master of Laws (LL.M.), Taxation
University of Nevada-Las Vegas, William S. Boyd School of Law 2011 — 2013
Juris Doctor (J.D.), Law
Rutgers University School of Law - Camden 2010 — 2011
Law
Rutgers University-New Brunswick 2004 — 2008
Bachelor's degree, Accounting
Saint Joseph's High School 2000 — 2004
High School
Dan McGrath Dan McGrath's Merrill Lynch Experience 2003 - 2006
Job Executive Director, Marketing
Industry Financial Services
Experience
UBS Global Asset Management 2013 - Present
BlackRock 2003 - 2012
Merrill Lynch 2003 - 2006
Guardian Life Insurance 2000 - 2003
Prudential Financial 1996 - 2000
MetLife Financial Services 1992 - 1996
Skills
Marketing Strategy, Integrated Marketing, Corporate Branding, Advertising, Marketing Communications, Thought Leadership, Content Strategy, Social Media, Creative Services, Direct Marketing, Corporate Communications, Internal Communications, Public Relations, Newsletters, Copywriting
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communication
UBS Global Asset Management 2013 - Present
BlackRock 2003 - 2012
Merrill Lynch 2003 - 2006
Guardian Life Insurance 2000 - 2003
Prudential Financial 1996 - 2000
MetLife Financial Services 1992 - 1996
Skills
Marketing Strategy, Integrated Marketing, Corporate Branding, Advertising, Marketing Communications, Thought Leadership, Content Strategy, Social Media, Creative Services, Direct Marketing, Corporate Communications, Internal Communications, Public Relations, Newsletters, Copywriting
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communication
Rhea Varraich Rhea Varraich's Merrill Lynch Experience June 2011 - April 2012
Job Financial Analyst at Campbell Soup Company
Industry Food & Beverages
Experience
Campbell Soup Company November 2013 - Present
VW Credit, Inc. April 2012 - October 2013
Merrill Lynch June 2011 - April 2012
Skills
Financial Analysis, Market Research, Data Analysis, Economic Research, International Finance, Portfolio Management, Investment Strategies, Equities, Mutual Funds, Fixed Income, Equity Derivatives, Operations Research
Education
Rutgers University – Camden
MBA Candidate
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor's of Science, Finance
Campbell Soup Company November 2013 - Present
VW Credit, Inc. April 2012 - October 2013
Merrill Lynch June 2011 - April 2012
Skills
Financial Analysis, Market Research, Data Analysis, Economic Research, International Finance, Portfolio Management, Investment Strategies, Equities, Mutual Funds, Fixed Income, Equity Derivatives, Operations Research
Education
Rutgers University – Camden
MBA Candidate
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor's of Science, Finance
Nanette Aguirre Nanette Aguirre's Merrill Lynch Experience January 1998 - January 2001
Job International Derivatives and Regulatory Partner
Industry Law Practice
Experience
Greenberg Traurig, LLP April 2015 - Present
SRZ June 2004 - April 2015
Deutsche Bank 2003 - 2004
Merrill Lynch January 1998 - January 2001
Lehman Brothers January 1997 - January 1998
Skills
Securities Regulation, Corporate Law, Corporate Governance, Legal Writing, Securities, Litigation, Intellectual Property, Legal Research, Cross-border..., Joint Ventures, Commercial Litigation, Civil Litigation, Private Equity, Derivatives, Hedge Funds, ISDA, Prime Brokerage, Structured Products, Dodd-Frank, Fixed Income, Equity Derivatives, Structured Finance, Equities, Credit Derivatives, Securities Lending, Risk Management, Commodity, FX Options, Investments, Foreign Exchange, Due Diligence, Capital Markets, Financial Regulation, Legal Compliance, Electronic Trading, Legal Advice, Private Placements, Credit Risk, Corporate Finance, Dispute Resolution, Project Finance, Credit, FINRA, Investment Banking, Alternative Investments, Broker-Dealer, Fund Of Funds, Financial Institutions
Education
ISDA seminar 2003 — 2014
Dodd Frank Act, Understanding all effects on swap trading community.
Rutgers University School of Law - Newark 1999 — 2003
JD, Finance, Derivatives
New York University - Leonard N. Stern School of Business 1993 — 1997
Bachelor of Arts (BA), Finance, International Business
Greenberg Traurig, LLP April 2015 - Present
SRZ June 2004 - April 2015
Deutsche Bank 2003 - 2004
Merrill Lynch January 1998 - January 2001
Lehman Brothers January 1997 - January 1998
Skills
Securities Regulation, Corporate Law, Corporate Governance, Legal Writing, Securities, Litigation, Intellectual Property, Legal Research, Cross-border..., Joint Ventures, Commercial Litigation, Civil Litigation, Private Equity, Derivatives, Hedge Funds, ISDA, Prime Brokerage, Structured Products, Dodd-Frank, Fixed Income, Equity Derivatives, Structured Finance, Equities, Credit Derivatives, Securities Lending, Risk Management, Commodity, FX Options, Investments, Foreign Exchange, Due Diligence, Capital Markets, Financial Regulation, Legal Compliance, Electronic Trading, Legal Advice, Private Placements, Credit Risk, Corporate Finance, Dispute Resolution, Project Finance, Credit, FINRA, Investment Banking, Alternative Investments, Broker-Dealer, Fund Of Funds, Financial Institutions
Education
ISDA seminar 2003 — 2014
Dodd Frank Act, Understanding all effects on swap trading community.
Rutgers University School of Law - Newark 1999 — 2003
JD, Finance, Derivatives
New York University - Leonard N. Stern School of Business 1993 — 1997
Bachelor of Arts (BA), Finance, International Business
Anita Bennison's Merrill Lynch Experience 1987 - 1989
Job Associate Executive Director New Jersey YMCA State Alliance
Industry Nonprofit Organization Management
Experience
New Jersey YMCA State Alliance August 2009 - Present
Hopewell Valley YMCA 2005 - 2006
Hopewell Valley YMCA 2005 - 2005
Hunterdon County YMCA 1997 - 2005
Special Olympics New Jersey 1994 - 1996
Webcraft Technologies 1989 - 1993
Merrill Lynch 1987 - 1989
Skills
Social Media, Budget Monitoring, Fundraising, Community Outreach, Event Management, Social Media Strategist, Non-profits, Marketing Communications, Social Media Marketing, Grant Writing, Grant Monitoring, Twitter, Facebook, Non-profit..., Stewardship, Editing, Writing, Event Planning, Integrated Marketing, Public Relations, Nonprofits, Community Development, Marketing, Strategic Planning, Strategy, Budgets, Program Development, Volunteer Management, Sponsorship
Education
Rutgers University-New Brunswick 2012 — 2012
Mini MBA-Center for Management Development, Digital Marketing
Leadership New Jersey 2011 — 2011
Fellow
University of Delaware 1983 — 1987
BS, Business Administration (Finance)
University of Delaware 1986 — 1986
International Economics and Multinational Corporations
New Jersey YMCA State Alliance August 2009 - Present
Hopewell Valley YMCA 2005 - 2006
Hopewell Valley YMCA 2005 - 2005
Hunterdon County YMCA 1997 - 2005
Special Olympics New Jersey 1994 - 1996
Webcraft Technologies 1989 - 1993
Merrill Lynch 1987 - 1989
Skills
Social Media, Budget Monitoring, Fundraising, Community Outreach, Event Management, Social Media Strategist, Non-profits, Marketing Communications, Social Media Marketing, Grant Writing, Grant Monitoring, Twitter, Facebook, Non-profit..., Stewardship, Editing, Writing, Event Planning, Integrated Marketing, Public Relations, Nonprofits, Community Development, Marketing, Strategic Planning, Strategy, Budgets, Program Development, Volunteer Management, Sponsorship
Education
Rutgers University-New Brunswick 2012 — 2012
Mini MBA-Center for Management Development, Digital Marketing
Leadership New Jersey 2011 — 2011
Fellow
University of Delaware 1983 — 1987
BS, Business Administration (Finance)
University of Delaware 1986 — 1986
International Economics and Multinational Corporations
Randy Sweetman Randy Sweetman's Merrill Lynch Experience October 2006 - March 2008
Job Vice President Trustee Services at Robert A. Stanger & Co.
Industry Financial Services
Experience
Robert A. Stanger & Co., Inc. January 2010 - Present
Robert A. Stanger & Co., Inc. September 2008 - December 2009
Merrill Lynch October 2006 - March 2008
Ameriprise Financial May 2005 - August 2006
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelors, Finance
Robert A. Stanger & Co., Inc. January 2010 - Present
Robert A. Stanger & Co., Inc. September 2008 - December 2009
Merrill Lynch October 2006 - March 2008
Ameriprise Financial May 2005 - August 2006
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelors, Finance
Franco DiMaio Franco DiMaio's Merrill Lynch Experience September 2000 - January 2009
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch September 2000 - January 2009
Johnson & Johnson June 1999 - August 2000
Education
Rutgers University School of Law - Newark 2012 — 2016
Doctor of Law (J.D.), Law
School of Business at Rutgers University 1997 — 1999
BS, Finance
Rutgers University-New Brunswick 1995 — 1999
BS, Finance
UBS January 2009 - Present
Merrill Lynch September 2000 - January 2009
Johnson & Johnson June 1999 - August 2000
Education
Rutgers University School of Law - Newark 2012 — 2016
Doctor of Law (J.D.), Law
School of Business at Rutgers University 1997 — 1999
BS, Finance
Rutgers University-New Brunswick 1995 — 1999
BS, Finance
Mina Diksies Mina Diksies's Merrill Lynch Experience 1997 - 1997
Job Contract Administrator at University Hospital
Industry Law Practice
Experience
University Hospital January 2014 - Present
Mina F. Diksies, Attorney at Law, LLC February 2004 - January 2014
Merrill Lynch 1997 - 1997
Skills
Real Estate, Immigration Law, Personal Injury, Powers of Attorney, Civil Litigation, Wills, Commercial Litigation, Legal Research, Real Property, Litigation, Appeals, Microsoft Excel, Legal Writing, Intellectual Property, Corporate Law, Family Law, Courts, Microsoft Office, Real Estate Transactions, Leases
Education
Rutgers University School of Law - Newark 1999 — 2003
J.D., Law
Immaculata High School
University Hospital January 2014 - Present
Mina F. Diksies, Attorney at Law, LLC February 2004 - January 2014
Merrill Lynch 1997 - 1997
Skills
Real Estate, Immigration Law, Personal Injury, Powers of Attorney, Civil Litigation, Wills, Commercial Litigation, Legal Research, Real Property, Litigation, Appeals, Microsoft Excel, Legal Writing, Intellectual Property, Corporate Law, Family Law, Courts, Microsoft Office, Real Estate Transactions, Leases
Education
Rutgers University School of Law - Newark 1999 — 2003
J.D., Law
Immaculata High School
Jonathan Welle Jonathan Welle's Merrill Lynch Experience 2001 - 2007
Job Vice President at Ecological Systems
Industry Renewables & Environment
Experience
Ecological Systems March 2009 - Present
PNC December 2007 - March 2009
Merrill Lynch 2001 - 2007
Skills
Investments, Financial Modeling, Trading, Asset Managment, Financial Advisory, Due Diligence
Education
Rutgers University-New Brunswick 1995 — 2000
B.A., Economics, English
Ecological Systems March 2009 - Present
PNC December 2007 - March 2009
Merrill Lynch 2001 - 2007
Skills
Investments, Financial Modeling, Trading, Asset Managment, Financial Advisory, Due Diligence
Education
Rutgers University-New Brunswick 1995 — 2000
B.A., Economics, English
Eric Friggle Eric Friggle's Merrill Lynch Experience August 1995 - January 1998
Job Vice President, Computershare
Industry Financial Services
Experience
Computershare January 2012 - Present
BNY Mellon 1999 - Present
Bank of New York Mellon 1999 - December 2011
Prudential Insurance February 1998 - July 1999
Merrill Lynch August 1995 - January 1998
Education
Rutgers University-New Brunswick 1989 — 1994
Yes, Mathematica
Computershare January 2012 - Present
BNY Mellon 1999 - Present
Bank of New York Mellon 1999 - December 2011
Prudential Insurance February 1998 - July 1999
Merrill Lynch August 1995 - January 1998
Education
Rutgers University-New Brunswick 1989 — 1994
Yes, Mathematica
James Corry's Merrill Lynch Experience September 2005 - July 2009
Job Vice President Supervisory Manager at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
DBI LLC July 2012 - May 2013
broker/dealer and financial advisory firm February 2011 - May 2012
Merrill Lynch September 2005 - July 2009
Private Investment Advisory / Estate Planning firm December 2002 - August 2005
DLJdirect 1999 - 2001
Citicorp Investment Services 1997 - 1998
Barington Capital Group 1995 - 1997
Education
Mason Gross School Of The Arts - Rutgers University 1985 — 1991
Performing Arts
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1991
Mason Gross School of the Arts, Performing Arts
Cumberland High School 1982 — 1985
DBI LLC July 2012 - May 2013
broker/dealer and financial advisory firm February 2011 - May 2012
Merrill Lynch September 2005 - July 2009
Private Investment Advisory / Estate Planning firm December 2002 - August 2005
DLJdirect 1999 - 2001
Citicorp Investment Services 1997 - 1998
Barington Capital Group 1995 - 1997
Education
Mason Gross School Of The Arts - Rutgers University 1985 — 1991
Performing Arts
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1991
Mason Gross School of the Arts, Performing Arts
Cumberland High School 1982 — 1985
Marzena Klemenko Santos Marzena Klemenko Santos's Merrill Lynch Experience 2001 - 2004
Job Pilates Coordinator
Industry Health, Wellness and Fitness
Experience
Life Time Fitness January 2013 - Present
Equinox 2012 - Present
Imprima 2009 - 2011
Goldman Sachs 2006 - 2008
Deutsche Bank 2004 - 2006
Merrill Lynch 2001 - 2004
Skills
Business Development, Financial Services, Relationship Management, Sales, Event Planning, Partnerships, Pilates, Recruiting, Project Management, Negotiation, Account Management, Consulting
Education
Rutgers University-New Brunswick 1999 — 2004
BA
Deutsche Bank Analyst Graduate Training Program - London
Equinox Fitness Club
Certification in Pilates Training
International Center of Photography
Digital Photography
Life Time Fitness January 2013 - Present
Equinox 2012 - Present
Imprima 2009 - 2011
Goldman Sachs 2006 - 2008
Deutsche Bank 2004 - 2006
Merrill Lynch 2001 - 2004
Skills
Business Development, Financial Services, Relationship Management, Sales, Event Planning, Partnerships, Pilates, Recruiting, Project Management, Negotiation, Account Management, Consulting
Education
Rutgers University-New Brunswick 1999 — 2004
BA
Deutsche Bank Analyst Graduate Training Program - London
Equinox Fitness Club
Certification in Pilates Training
International Center of Photography
Digital Photography
Ankur Jaluria Ankur Jaluria's Merrill Lynch Experience September 2010 - August 2014
Job Marketing/Promotions Summer Intern at North Shore Animal League America
Industry Marketing and Advertising
Experience
Merrill Lynch September 2010 - August 2014
Deutsche Bank September 2009 - September 2010
Deutsche Bank June 2008 - 2009
Deutsche Bank September 2007 - May 2008
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Science (M.S.), Marketing Intelligence, 4.0
New York University - Leonard N. Stern School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Marketing, Social Innovation and Impact
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
BS, Computer Science, Finance
Merrill Lynch September 2010 - August 2014
Deutsche Bank September 2009 - September 2010
Deutsche Bank June 2008 - 2009
Deutsche Bank September 2007 - May 2008
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Science (M.S.), Marketing Intelligence, 4.0
New York University - Leonard N. Stern School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Marketing, Social Innovation and Impact
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
BS, Computer Science, Finance
Anthony Bernard's Merrill Lynch Experience June 2013 - November 2014
Job Mutual Fund Wholesaler
Industry Financial Services
Experience
Prudential Investments December 2014 - Present
Merrill Lynch June 2013 - November 2014
Harvest Moon Grille March 2007 - August 2013
Merrill Lynch June 2012 - June 2013
Merrill Lynch July 2010 - May 2012
Merrill Lynch September 2007 - January 2009
Merrill Lynch September 2007 - January 2009
Old Man Rafferty's August 2004 - March 2007
MEDIAHITMAN August 2005 - January 2006
Taylor PR January 2004 - May 2004
Skills
Public Relations, Series 7, Strategic Planning, Wealth Management
Education
Rutgers University 2000 — 2004
Bachelor of Arts, Journalism and Media Studies
Rutgers University-New Brunswick 2000 — 2004
BA, Journalism and Media Studies
Prudential Investments December 2014 - Present
Merrill Lynch June 2013 - November 2014
Harvest Moon Grille March 2007 - August 2013
Merrill Lynch June 2012 - June 2013
Merrill Lynch July 2010 - May 2012
Merrill Lynch September 2007 - January 2009
Merrill Lynch September 2007 - January 2009
Old Man Rafferty's August 2004 - March 2007
MEDIAHITMAN August 2005 - January 2006
Taylor PR January 2004 - May 2004
Skills
Public Relations, Series 7, Strategic Planning, Wealth Management
Education
Rutgers University 2000 — 2004
Bachelor of Arts, Journalism and Media Studies
Rutgers University-New Brunswick 2000 — 2004
BA, Journalism and Media Studies
Romila Bajaj's Merrill Lynch Experience May 2007 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2007 - Present
Wells Fargo January 2004 - March 2006
Skills
Uniform Combined State..., FINRA, Financial Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Corporate Banking, Capital Budgeting
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
The University of Texas-Pan American 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch May 2007 - Present
Wells Fargo January 2004 - March 2006
Skills
Uniform Combined State..., FINRA, Financial Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Corporate Banking, Capital Budgeting
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
The University of Texas-Pan American 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Derek Burgin Derek Burgin's Merrill Lynch Experience May 2010 - May 2011
Job Territory Sales Manager
Industry Construction
Experience
Victaulic December 2014 - Present
Sass, Moore & Associates, Inc. September 2011 - December 2014
Service Master TBS February 2009 - October 2014
Paul VI High School June 2010 - November 2011
Merrill Lynch May 2010 - May 2011
Pennsauken Township May 2008 - September 2008
Buy-Rite Lumber January 2002 - August 2007
Skills
Project Management, Contract Negotiation, Microsoft Excel, Negotiation, Contract Management, Business Development, Sales Management, Strategic Planning, New Business Development, Team Leadership, Energy Efficiency, Microsoft Office, Customer Service, OS X, Direct Sales, Sales Presentations, Community Development, Strategic Communications, Social Networking, Social Marketing, Employee Training, Personnel Management, Personnel Supervision, Micro Management, Strategic Leadership, 401k, Recruiting, Customer Satisfaction, 3rd Party Relationships, Event Planning, Outside Sales, Budgets, Business Process..., Customer Relations, Customer Support, Siebel
Education
Rutgers University – Camden 2008 — 2011
Bachelor of Science (B.Sc.), Economics
Western State College of Colorado 2007 — 2008
Economics
Bishop Eustace Prep 2000 — 2004
Victaulic December 2014 - Present
Sass, Moore & Associates, Inc. September 2011 - December 2014
Service Master TBS February 2009 - October 2014
Paul VI High School June 2010 - November 2011
Merrill Lynch May 2010 - May 2011
Pennsauken Township May 2008 - September 2008
Buy-Rite Lumber January 2002 - August 2007
Skills
Project Management, Contract Negotiation, Microsoft Excel, Negotiation, Contract Management, Business Development, Sales Management, Strategic Planning, New Business Development, Team Leadership, Energy Efficiency, Microsoft Office, Customer Service, OS X, Direct Sales, Sales Presentations, Community Development, Strategic Communications, Social Networking, Social Marketing, Employee Training, Personnel Management, Personnel Supervision, Micro Management, Strategic Leadership, 401k, Recruiting, Customer Satisfaction, 3rd Party Relationships, Event Planning, Outside Sales, Budgets, Business Process..., Customer Relations, Customer Support, Siebel
Education
Rutgers University – Camden 2008 — 2011
Bachelor of Science (B.Sc.), Economics
Western State College of Colorado 2007 — 2008
Economics
Bishop Eustace Prep 2000 — 2004
Ali Kazan's Merrill Lynch Experience December 2005 - July 2007
Job OWNER at KAZAN INVESTMENT PROPERTIES
Industry Retail
Experience
KAZAN INVESTMENT PROPERTIES LLC March 2015 - Present
SHOE DEZIGNS April 2011 - Present
PNC Investments April 2010 - April 2011
TD Ameritrade July 2007 - May 2009
Merrill Lynch December 2005 - July 2007
Skills
RUNNING MY OWN SHOW ((:, Business Decision Making, Import Logistics, Fashion Design, Investment Properties
Education
Rutgers University – Camden 2000 — 2004
Manor House Beirut Lebanon 1996 — 2000
High School
KAZAN INVESTMENT PROPERTIES LLC March 2015 - Present
SHOE DEZIGNS April 2011 - Present
PNC Investments April 2010 - April 2011
TD Ameritrade July 2007 - May 2009
Merrill Lynch December 2005 - July 2007
Skills
RUNNING MY OWN SHOW ((:, Business Decision Making, Import Logistics, Fashion Design, Investment Properties
Education
Rutgers University – Camden 2000 — 2004
Manor House Beirut Lebanon 1996 — 2000
High School
Arnel Labrado's Merrill Lynch Experience April 1997 - Present
Job VPProduction Support Mgr at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1997 - Present
Lehman Brothers 1994 - 1997
Lanyi Reseach, A Division of Landenburg Thalmann & Co. Inc 1991 - 1994
Skills
Electronic Trading, Trading Systems, Production Support, Equities, Sybase
Education
Rutgers University-New Brunswick 1987 — 1991
Merrill Lynch April 1997 - Present
Lehman Brothers 1994 - 1997
Lanyi Reseach, A Division of Landenburg Thalmann & Co. Inc 1991 - 1994
Skills
Electronic Trading, Trading Systems, Production Support, Equities, Sybase
Education
Rutgers University-New Brunswick 1987 — 1991
Keith Wacker's Merrill Lynch Experience July 1997 - September 2008
Job Executive Director at UBS
Industry Financial Services
Experience
UBS April 2013 - Present
UBS Investment Bank September 2009 - Present
Bank of America 2008 - 2009
Merrill Lynch July 1997 - September 2008
Smith Barney 1995 - 1996
Cutting Edge Consulting 1994 - 1996
Education
Rutgers University-New Brunswick 1993 — 1994
UBS April 2013 - Present
UBS Investment Bank September 2009 - Present
Bank of America 2008 - 2009
Merrill Lynch July 1997 - September 2008
Smith Barney 1995 - 1996
Cutting Edge Consulting 1994 - 1996
Education
Rutgers University-New Brunswick 1993 — 1994
William A. Bremer's Merrill Lynch Experience February 1997 - April 2000
Job Consulting Business Analyst / QA Test
Industry Financial Services
Experience
Defined Logic LLC December 2010 - Present
ING Financial June 2010 - November 2010
Enterprise Iron September 2007 - January 2010
Metropolitan Life Insurance Company December 2006 - September 2007
Keane November 2005 - December 2006
Prudential Financial April 2000 - November 2005
Merrill Lynch February 1997 - April 2000
Education
Rutgers University-New Brunswick 1987 — 1989
BS, Economics
Defined Logic LLC December 2010 - Present
ING Financial June 2010 - November 2010
Enterprise Iron September 2007 - January 2010
Metropolitan Life Insurance Company December 2006 - September 2007
Keane November 2005 - December 2006
Prudential Financial April 2000 - November 2005
Merrill Lynch February 1997 - April 2000
Education
Rutgers University-New Brunswick 1987 — 1989
BS, Economics
Sabrina (Sherman) House's Merrill Lynch Experience August 2009 - Present
Job Vice President, Analytics and Stategy, Merrill Lynch
Industry Financial Services
Experience
Bank of America November 2013 - Present
Merrill Lynch August 2009 - Present
Merrill Lynch June 2004 - July 2008
Caxton Associates 2002 - 2004
Princeton eCom 2000 - 2002
Skills
Business Analysis, Project Management, Financial Modeling, Vendor Management, Data Warehousing, Strategic Planning, Business Intelligence, SQL, Visio, Risk Management, Analytics, CRM
Education
Rutgers Graduate School of Management 2003 — 2005
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), Finance
Bank of America November 2013 - Present
Merrill Lynch August 2009 - Present
Merrill Lynch June 2004 - July 2008
Caxton Associates 2002 - 2004
Princeton eCom 2000 - 2002
Skills
Business Analysis, Project Management, Financial Modeling, Vendor Management, Data Warehousing, Strategic Planning, Business Intelligence, SQL, Visio, Risk Management, Analytics, CRM
Education
Rutgers Graduate School of Management 2003 — 2005
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), Finance
Sangita Dutta's Merrill Lynch Experience August 2006 - April 2007
Job Capital Markets Business Advisory
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
CIT January 2014 - April 2015
CIT October 2011 - December 2013
UBS Wealth Management May 2007 - October 2011
Merrill Lynch August 2006 - April 2007
Merrill Lynch October 2005 - August 2006
Skills
Corporate Finance, Strategic Financial..., Process Improvement, Data Analysis, Business Strategy, Forecasting, Annual Planning, Corporate FP&A, Strategic Decision..., Strategic Finance, Financial Process..., Financial Strategy, Board of Directors..., Financial Modeling
Education
Rutgers, The State University of New Jersey - Rutgers Business School
MBA, Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Economics and Cell Biology & Neuroscience
RBC Capital Markets May 2015 - Present
CIT January 2014 - April 2015
CIT October 2011 - December 2013
UBS Wealth Management May 2007 - October 2011
Merrill Lynch August 2006 - April 2007
Merrill Lynch October 2005 - August 2006
Skills
Corporate Finance, Strategic Financial..., Process Improvement, Data Analysis, Business Strategy, Forecasting, Annual Planning, Corporate FP&A, Strategic Decision..., Strategic Finance, Financial Process..., Financial Strategy, Board of Directors..., Financial Modeling
Education
Rutgers, The State University of New Jersey - Rutgers Business School
MBA, Accounting and Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Economics and Cell Biology & Neuroscience
Wendy Panalal's Merrill Lynch Experience February 2001 - February 2005
Job Commodities Middle Office P&L, Seeking opportunities
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2005 - March 2014
Merrill Lynch February 2001 - February 2005
Skills
Commodity, Derivatives, Swaps, Trading Systems, Options, Trading, Capital Markets, Fixed Income, Risk Management, Bloomberg, Finance, Middle Office
Education
Rutgers Business School 1998 — 2000
BA, Economics
Rutgers University-New Brunswick
Bachelor's degree, Economics
Bank of America Merrill Lynch March 2005 - March 2014
Merrill Lynch February 2001 - February 2005
Skills
Commodity, Derivatives, Swaps, Trading Systems, Options, Trading, Capital Markets, Fixed Income, Risk Management, Bloomberg, Finance, Middle Office
Education
Rutgers Business School 1998 — 2000
BA, Economics
Rutgers University-New Brunswick
Bachelor's degree, Economics
Alexandra Borges's Merrill Lynch Experience June 2006 - November 2008
Job Infrastructure Project Manager
Industry Information Technology and Services
Experience
Cigna October 2012 - Present
Covance November 2008 - October 2012
Merrill Lynch June 2006 - November 2008
JPMorgan Chase November 2005 - June 2006
IBM Global Services May 1999 - September 2005
Skills
Vendor Management, PMO, Project Management, Integration, PMP, Management, Process Improvement, SDLC, Team Building, Infrastructure, Project Delivery, Project Portfolio..., Resource Management, IT Management, IT Strategy, Business Analysis
Education
Rutgers University-New Brunswick
Communications
Cigna October 2012 - Present
Covance November 2008 - October 2012
Merrill Lynch June 2006 - November 2008
JPMorgan Chase November 2005 - June 2006
IBM Global Services May 1999 - September 2005
Skills
Vendor Management, PMO, Project Management, Integration, PMP, Management, Process Improvement, SDLC, Team Building, Infrastructure, Project Delivery, Project Portfolio..., Resource Management, IT Management, IT Strategy, Business Analysis
Education
Rutgers University-New Brunswick
Communications
Richard De Bella Jr's Merrill Lynch Experience April 2006 - October 2008
Job Director & SVP Enterprise Business Specialist at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch February 2010 - March 2014
Bank of America Merrill Lynch May 2009 - February 2010
Merrill Lynch - Global Private Client Division - Global Bank Group October 2008 - May 2009
Merrill Lynch April 2006 - October 2008
Wachovia Bank March 2003 - April 2006
TD Waterhouse June 2000 - March 2003
Mellon Bank August 1999 - June 2000
Skills
Uniform Combined State..., Banking, Series 63, Portfolio Management, Investments, Series 7, Commercial Lending, Series 24, Series 65, Finance, Mutual Funds, Retirement Planning, Financial Services, Credit, Fixed Income, Strategic Financial..., Wealth Management, Cash Management, Commercial Banking, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
Post Graduate Certificate, Finance, General
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2008
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Camden 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Highland High School
Highland High School
Highland High School
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch February 2010 - March 2014
Bank of America Merrill Lynch May 2009 - February 2010
Merrill Lynch - Global Private Client Division - Global Bank Group October 2008 - May 2009
Merrill Lynch April 2006 - October 2008
Wachovia Bank March 2003 - April 2006
TD Waterhouse June 2000 - March 2003
Mellon Bank August 1999 - June 2000
Skills
Uniform Combined State..., Banking, Series 63, Portfolio Management, Investments, Series 7, Commercial Lending, Series 24, Series 65, Finance, Mutual Funds, Retirement Planning, Financial Services, Credit, Fixed Income, Strategic Financial..., Wealth Management, Cash Management, Commercial Banking, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
Post Graduate Certificate, Finance, General
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2008
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Camden 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Highland High School
Highland High School
Highland High School
Gary Dean's Merrill Lynch Experience April 2007 - December 2008
Job Communications Manager
Industry Writing and Editing
Experience
TD Bank, America's Most Convenient Bank December 2008 - Present
Merrill Lynch April 2007 - December 2008
American Water October 2004 - March 2007
New Jersey American Water October 2000 - September 2004
Courier-Post July 1997 - October 2000
Skills
Internal Communications, Blogging, Social Media, Strategic Communications, Change Management, SharePoint, Crisis Communications, Communication Training, Corporate Communications, Public Relations, Process Improvement, Microsoft Word, Editing, Microsoft Office, Copywriting, Vendor Management
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Arts (BA), English Language and Literature, General
Cherry Hill West
TD Bank, America's Most Convenient Bank December 2008 - Present
Merrill Lynch April 2007 - December 2008
American Water October 2004 - March 2007
New Jersey American Water October 2000 - September 2004
Courier-Post July 1997 - October 2000
Skills
Internal Communications, Blogging, Social Media, Strategic Communications, Change Management, SharePoint, Crisis Communications, Communication Training, Corporate Communications, Public Relations, Process Improvement, Microsoft Word, Editing, Microsoft Office, Copywriting, Vendor Management
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Arts (BA), English Language and Literature, General
Cherry Hill West
Aaron Washington's Merrill Lynch Experience 2005 - 2008
Job Attorney at U.S. Securities and Exchange Commission
Industry Law Practice
Experience
U.S. Securities and Exchange Commission August 2014 - Present
State of New Jersey Department of Banking and Insurance January 2014 - May 2014
Kates Nussman Rapone Ellis & Farhi, LLP August 2013 - May 2014
US Securities and Exchange Commission May 2013 - August 2013
JP Morgan Chase July 2010 - May 2013
THE BUDGET GROUP LLC September 2008 - March 2010
Merrill Lynch 2005 - 2008
Travelers March 2003 - November 2005
Computershare May 2000 - September 2002
Skills
Investments, Securities, Fixed Annuities, Insurance, Retirement, Equities, Portfolio Management, Estate Planning, Credit, Banking, Mortgage Lending, Strategic Planning, Series 7, Finance, Mutual Funds, Financial Modeling, Series 63, Securities Regulation, Corporate Finance, Investment Advisory, Legal Writing, Public Speaking
Education
Rutgers University School of Law - Newark 2010 — 2014
Juris Doctorate, Law
Eagleton Institute of Politics, Rutgers–The State University of New Jersey 2013 — 2014
Graduate Fellowship in Government and Politics, Govenor's Executive Fellow
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
BA, African American Studies, Political Science
U.S. Securities and Exchange Commission August 2014 - Present
State of New Jersey Department of Banking and Insurance January 2014 - May 2014
Kates Nussman Rapone Ellis & Farhi, LLP August 2013 - May 2014
US Securities and Exchange Commission May 2013 - August 2013
JP Morgan Chase July 2010 - May 2013
THE BUDGET GROUP LLC September 2008 - March 2010
Merrill Lynch 2005 - 2008
Travelers March 2003 - November 2005
Computershare May 2000 - September 2002
Skills
Investments, Securities, Fixed Annuities, Insurance, Retirement, Equities, Portfolio Management, Estate Planning, Credit, Banking, Mortgage Lending, Strategic Planning, Series 7, Finance, Mutual Funds, Financial Modeling, Series 63, Securities Regulation, Corporate Finance, Investment Advisory, Legal Writing, Public Speaking
Education
Rutgers University School of Law - Newark 2010 — 2014
Juris Doctorate, Law
Eagleton Institute of Politics, Rutgers–The State University of New Jersey 2013 — 2014
Graduate Fellowship in Government and Politics, Govenor's Executive Fellow
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
BA, African American Studies, Political Science
Joanne Gonzalez, JD, SPHR's Merrill Lynch Experience March 2005 - Present
Job VP Employee Relations
Industry Financial Services
Experience
Merrill Lynch March 2005 - Present
State of New Jersey - Office of the Attorney General September 2000 - March 2005
State of New Jersey Judiciary August 1999 - August 2000
Gonzalez & Gonzalez, P.A. May 1996 - August 1999
Education
Rutgers University School of Law - Newark 1993 — 1996
Rutgers University-New Brunswick 1988 — 1993
B.S., Criminal Justice and History
Merrill Lynch March 2005 - Present
State of New Jersey - Office of the Attorney General September 2000 - March 2005
State of New Jersey Judiciary August 1999 - August 2000
Gonzalez & Gonzalez, P.A. May 1996 - August 1999
Education
Rutgers University School of Law - Newark 1993 — 1996
Rutgers University-New Brunswick 1988 — 1993
B.S., Criminal Justice and History
Desiree Fields, BA, MS, MPH Candidate's Merrill Lynch Experience July 2011 - June 2012
Job WIC Trainer and Policy Analyst
Industry Public Policy
Experience
Maricopa County July 2012 - Present
Starbucks July 2011 - July 2014
Merrill Lynch July 2011 - June 2012
Primerica, Inc. May 2010 - July 2011
Concrete Jungle Group November 2009 - May 2011
Seoul Metropolitan Office of Education August 2007 - September 2009
Skills
Quality Assurance, Market Analysis, Financial Planning, Event Planning, Copy Editing, Public Speaking, Teaching, Cross-functional Team..., Diversity Training, Fine Art, Fashion, Mac OS X, Customer Service, Problem Solving, Research, Writing, Microsoft Office, Word, Social Networking, Public Relations, Excel, Editing, Customer Relations, Spanish, English, Microsoft Word
Education
Sarah Lawrence College 2004 — 2006
MA/MS, History, Women's & Cultural Studies, and Public Policy focus
Rutgers University-New Brunswick 2000 — 2004
BA, English, Gender Studies, and Criminology
Maricopa County July 2012 - Present
Starbucks July 2011 - July 2014
Merrill Lynch July 2011 - June 2012
Primerica, Inc. May 2010 - July 2011
Concrete Jungle Group November 2009 - May 2011
Seoul Metropolitan Office of Education August 2007 - September 2009
Skills
Quality Assurance, Market Analysis, Financial Planning, Event Planning, Copy Editing, Public Speaking, Teaching, Cross-functional Team..., Diversity Training, Fine Art, Fashion, Mac OS X, Customer Service, Problem Solving, Research, Writing, Microsoft Office, Word, Social Networking, Public Relations, Excel, Editing, Customer Relations, Spanish, English, Microsoft Word
Education
Sarah Lawrence College 2004 — 2006
MA/MS, History, Women's & Cultural Studies, and Public Policy focus
Rutgers University-New Brunswick 2000 — 2004
BA, English, Gender Studies, and Criminology
Peggy Hines's Merrill Lynch Experience August 2010 - February 2012
Job Sales Representative at Weichert, Realtors
Industry Financial Services
Experience
Weichert, Realtors January 2014 - Present
Merrill Lynch August 2010 - February 2012
Mary Kay, Inc. October 2008 - January 2012
Merrill Lynch 2000 - 2008
Skills
Marketing, Marketing Strategy, Management, Strategic Planning, Social Media, Sales, Event Planning, Event Management, Customer Service, Microsoft Office, Marketing Communications, Project Planning, Social Networking, Leadership, Project Management, Program Management
Education
Rutgers University-New Brunswick 1996 — 2000
BA, Sociology
Weichert, Realtors January 2014 - Present
Merrill Lynch August 2010 - February 2012
Mary Kay, Inc. October 2008 - January 2012
Merrill Lynch 2000 - 2008
Skills
Marketing, Marketing Strategy, Management, Strategic Planning, Social Media, Sales, Event Planning, Event Management, Customer Service, Microsoft Office, Marketing Communications, Project Planning, Social Networking, Leadership, Project Management, Program Management
Education
Rutgers University-New Brunswick 1996 — 2000
BA, Sociology
Sunnaret Eang's Merrill Lynch Experience May 2008 - August 2009
Job Associate Wealth Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
Brown Brothers Harriman August 2009 - April 2014
Merrill Lynch May 2008 - August 2009
Skills
Bloomberg, Bloomberg Terminal, Customer Service, Economics, Finance, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Excel, Portfolio Management, PowerPoint, Valuation, Asset Management, Mutual Funds, Wealth Management
Education
Rutgers Graduate Business School 2012 — 2015
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelors, Economics
BNY Mellon April 2014 - Present
Brown Brothers Harriman August 2009 - April 2014
Merrill Lynch May 2008 - August 2009
Skills
Bloomberg, Bloomberg Terminal, Customer Service, Economics, Finance, Financial Analysis, Financial Modeling, Fixed Income, Microsoft Excel, Portfolio Management, PowerPoint, Valuation, Asset Management, Mutual Funds, Wealth Management
Education
Rutgers Graduate Business School 2012 — 2015
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelors, Economics
Hiral Udawat's Merrill Lynch Experience September 2010 - March 2012
Job Sr. Business Analyst / Project Manager at Citi
Industry Financial Services
Experience
Citi December 2014 - Present
MetLife April 2013 - September 2014
Merrill Lynch September 2010 - March 2012
Eisai November 2008 - September 2010
Lehman Brothers Bank April 2007 - September 2008
Commerce One Financial September 2005 - February 2007
Skills
Business Analysis, Project Management, SDLC, Analysis, Business Intelligence, Financial Services, IT Strategy, Management, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, SharePoint, Software Project..., Vendor Management, Visio
Education
Rutgers University – Camden 2003 — 2005
MBA, Finance
GLSIIT 2000 — 2002
MIS, Information Systems
Citi December 2014 - Present
MetLife April 2013 - September 2014
Merrill Lynch September 2010 - March 2012
Eisai November 2008 - September 2010
Lehman Brothers Bank April 2007 - September 2008
Commerce One Financial September 2005 - February 2007
Skills
Business Analysis, Project Management, SDLC, Analysis, Business Intelligence, Financial Services, IT Strategy, Management, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, SharePoint, Software Project..., Vendor Management, Visio
Education
Rutgers University – Camden 2003 — 2005
MBA, Finance
GLSIIT 2000 — 2002
MIS, Information Systems
Candace Toff-Ulecki's Merrill Lynch Experience April 2009 - Present
Job Project Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2009 - Present
Merrill Lynch February 1987 - June 2008
Skills
Financial Services, Business Analysis, Vendor Management
Education
Villanova University 2008 — 2009
Masters Certificate, IS/IT Project Management
Rutgers University-New Brunswick 1980 — 1986
BA, Economics/ Business
Merrill Lynch April 2009 - Present
Merrill Lynch February 1987 - June 2008
Skills
Financial Services, Business Analysis, Vendor Management
Education
Villanova University 2008 — 2009
Masters Certificate, IS/IT Project Management
Rutgers University-New Brunswick 1980 — 1986
BA, Economics/ Business
Kapil Bulsara's Merrill Lynch Experience June 2007 - March 2009
Job Corporate Development at Cantel Medical Corp
Industry Financial Services
Experience
Cantel Medical Corp April 2013 - Present
Deutsche Bank July 2011 - March 2013
Oppenheimer & Co. 2010 - 2010
Merrill Lynch June 2007 - March 2009
MetLife January 2006 - June 2007
Deutsche Bank August 2004 - January 2006
Skills
Fixed Income, Equities, Investment Banking, Valuation, Financial Modeling, Strategy, P&L Forecasting, Corporate Development, Leveraged Finance, Finance, Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Capital Markets, Mergers
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Accounting and Entrepreneurship
Rutgers University-New Brunswick 2000 — 2004
B.S., Finance
Cantel Medical Corp April 2013 - Present
Deutsche Bank July 2011 - March 2013
Oppenheimer & Co. 2010 - 2010
Merrill Lynch June 2007 - March 2009
MetLife January 2006 - June 2007
Deutsche Bank August 2004 - January 2006
Skills
Fixed Income, Equities, Investment Banking, Valuation, Financial Modeling, Strategy, P&L Forecasting, Corporate Development, Leveraged Finance, Finance, Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Capital Markets, Mergers
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Accounting and Entrepreneurship
Rutgers University-New Brunswick 2000 — 2004
B.S., Finance
Andy Fiedler's Merrill Lynch Experience June 2008 - August 2008
Job Technology Consultant
Industry Information Technology and Services
Experience
Self-employed August 2011 - Present
Federal Reserve Board February 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Analysis, Financial Modeling, Management, Testing, Program Management, Matlab, Project Management, Leadership, Programming, SQL, Python, Team Leadership, Fixed Income, Forecasting, Research, CSS
Education
Rutgers University-New Brunswick 2004 — 2008
B.S., Biomedical Engineering, Economics
Self-employed August 2011 - Present
Federal Reserve Board February 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Analysis, Financial Modeling, Management, Testing, Program Management, Matlab, Project Management, Leadership, Programming, SQL, Python, Team Leadership, Fixed Income, Forecasting, Research, CSS
Education
Rutgers University-New Brunswick 2004 — 2008
B.S., Biomedical Engineering, Economics
Alison Pusillo's Merrill Lynch Experience March 2005 - November 2007
Job Director Derivatives Project Managment
Industry Financial Services
Experience
Bank of America November 2007 - Present
Merrill Lynch March 2005 - November 2007
Merrill Lynch December 2002 - March 2005
Merrill Lynch July 2002 - December 2002
Education
Rutgers University-New Brunswick 1998 — 2002
BS, Finance with Honors
Bank of America November 2007 - Present
Merrill Lynch March 2005 - November 2007
Merrill Lynch December 2002 - March 2005
Merrill Lynch July 2002 - December 2002
Education
Rutgers University-New Brunswick 1998 — 2002
BS, Finance with Honors
John McDermott's Merrill Lynch Experience June 1981 - January 2009
Job MD, Head of Compliance and Operational Risk Control at UBS
Industry Financial Services
Experience
UBS November 2013 - Present
LPL Financial July 2009 - August 2013
Merrill Lynch June 1981 - January 2009
Education
Rutgers University School of Law - Newark 1978 — 1981
Doctor of Law (JD)
Wesleyan University 1974 — 1978
BA, Economics, Political Science and Philosophy
UBS November 2013 - Present
LPL Financial July 2009 - August 2013
Merrill Lynch June 1981 - January 2009
Education
Rutgers University School of Law - Newark 1978 — 1981
Doctor of Law (JD)
Wesleyan University 1974 — 1978
BA, Economics, Political Science and Philosophy
Shaniqua Harrell's Merrill Lynch Experience November 2006 - November 2012
Job at
Industry Financial Services
Experience
Aon Hewitt Investment Consutling November 2012 - Present
Merrill Lynch November 2006 - November 2012
Skills
Microsoft Excel, Financial Analysis, Public Speaking, PowerPoint, Data Analysis, General Ledger, Bloomberg, Process Improvement, Financial Modeling, Access, Microsoft Office, Microsoft Word, Statistics, Banking, Finance, Project Management, Accounting, Accounts Receivable, Corporate Finance, Management, Retirement Planning, Customer Service
Education
Rutgers Business School 2007 — 2010
B.S., Finance
Stuart Country Day School
Aon Hewitt Investment Consutling November 2012 - Present
Merrill Lynch November 2006 - November 2012
Skills
Microsoft Excel, Financial Analysis, Public Speaking, PowerPoint, Data Analysis, General Ledger, Bloomberg, Process Improvement, Financial Modeling, Access, Microsoft Office, Microsoft Word, Statistics, Banking, Finance, Project Management, Accounting, Accounts Receivable, Corporate Finance, Management, Retirement Planning, Customer Service
Education
Rutgers Business School 2007 — 2010
B.S., Finance
Stuart Country Day School
Ilene Shewitz's Merrill Lynch Experience February 2013 - Present
Job Experienced Operations Professional
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Novartis April 2010 - June 2012
Novartis January 2009 - March 2010
Novartis January 2008 - December 2008
Novartis July 2001 - December 2007
Novartis December 1999 - June 2001
Novartis August 1997 - November 1999
Novartis March 1995 - July 1997
Engelhard Corporation November 1986 - February 1995
Skills
Sales Operations, Pharmaceutical Industry, Vendor Management, Business Analysis, Data Analysis, Project Management, Meeting Planning, Teamwork, Exceptionally Organized, Multi-tasking Skills, Problem Solving, Result Oriented, Cross-functional Team..., Sales Effectiveness, Strategy, Marketing Strategy, Product Launch, Sales Management, Operations Management, Sales, Analysis, Managed Care, Competitive Analysis, Business Intelligence, CRM, Analytics, Segmentation, Market Analysis
Education
Rutgers University-New Brunswick
BA - Computer Science, Major: Computer Science, Minor: Business
Merrill Lynch February 2013 - Present
Novartis April 2010 - June 2012
Novartis January 2009 - March 2010
Novartis January 2008 - December 2008
Novartis July 2001 - December 2007
Novartis December 1999 - June 2001
Novartis August 1997 - November 1999
Novartis March 1995 - July 1997
Engelhard Corporation November 1986 - February 1995
Skills
Sales Operations, Pharmaceutical Industry, Vendor Management, Business Analysis, Data Analysis, Project Management, Meeting Planning, Teamwork, Exceptionally Organized, Multi-tasking Skills, Problem Solving, Result Oriented, Cross-functional Team..., Sales Effectiveness, Strategy, Marketing Strategy, Product Launch, Sales Management, Operations Management, Sales, Analysis, Managed Care, Competitive Analysis, Business Intelligence, CRM, Analytics, Segmentation, Market Analysis
Education
Rutgers University-New Brunswick
BA - Computer Science, Major: Computer Science, Minor: Business
Stephen J. Matus's Merrill Lynch Experience September 1997 - October 1999
Job Senior Business Analyst
Industry Information Technology and Services
Experience
CohnReznick April 2013 - Present
Bank of America, Merrill Lynch, Securities Americas Projects November 2010 - January 2012
TIAA-CREF FINANCIAL SERVICES February 2008 - March 2009
DEUTSCHE BANK (Asset Management) July 2006 - January 2008
Deutsche Bank (Global Trade Operations) September 2004 - June 2006
TLW Securities, Division of Spear Leeds & Kellog, A Goldman Sachs Company December 2000 - April 2002
Optimark Technologies, Inc July 2000 - November 2000
Fred Alger & Company, Inc November 1999 - June 2000
Merrill Lynch September 1997 - October 1999
Skills
Business Analysis, Management, Project Management, SDLC, Software Documentation
Education
Lockheed Martin Corporation 2009 — 2010
Certificate, First Magnitude Solutions Lean & Six Sigma
Rutgers University – Camden 2009 — 2010
Certificate, Process Improvement: Lean Six Sigma Green Belt Level
Rutgers, The State University of New Jersey, Rutgers College
B.A, Business Communications; Economics
CohnReznick April 2013 - Present
Bank of America, Merrill Lynch, Securities Americas Projects November 2010 - January 2012
TIAA-CREF FINANCIAL SERVICES February 2008 - March 2009
DEUTSCHE BANK (Asset Management) July 2006 - January 2008
Deutsche Bank (Global Trade Operations) September 2004 - June 2006
TLW Securities, Division of Spear Leeds & Kellog, A Goldman Sachs Company December 2000 - April 2002
Optimark Technologies, Inc July 2000 - November 2000
Fred Alger & Company, Inc November 1999 - June 2000
Merrill Lynch September 1997 - October 1999
Skills
Business Analysis, Management, Project Management, SDLC, Software Documentation
Education
Lockheed Martin Corporation 2009 — 2010
Certificate, First Magnitude Solutions Lean & Six Sigma
Rutgers University – Camden 2009 — 2010
Certificate, Process Improvement: Lean Six Sigma Green Belt Level
Rutgers, The State University of New Jersey, Rutgers College
B.A, Business Communications; Economics
Javeria Khan's Merrill Lynch Experience May 2007 - May 2009
Job Principal at Success Academy BedStuy 1
Industry Education Management
Experience
Success Academy Charter Schools October 2013 - Present
Success Academy Charter Schools July 2012 - October 2013
Goldman Sachs January 2010 - July 2012
Bank of America Merrill Lynch October 2009 - January 2010
Merrill Lynch May 2007 - May 2009
Skills
Strategy, Analysis, Leadership, Management, Securities Regulation, Policy, Research, Legal Writing, Securities, Financial Modeling
Education
Rutgers University School of Law - Newark 2007 — 2011
J.D.
Rutgers College, Rutgers University- New Brunswick 2003 — 2007
B.A. with High Honors, Political Science
Success Academy Charter Schools October 2013 - Present
Success Academy Charter Schools July 2012 - October 2013
Goldman Sachs January 2010 - July 2012
Bank of America Merrill Lynch October 2009 - January 2010
Merrill Lynch May 2007 - May 2009
Skills
Strategy, Analysis, Leadership, Management, Securities Regulation, Policy, Research, Legal Writing, Securities, Financial Modeling
Education
Rutgers University School of Law - Newark 2007 — 2011
J.D.
Rutgers College, Rutgers University- New Brunswick 2003 — 2007
B.A. with High Honors, Political Science
Kavita Ragavan's Merrill Lynch Experience June 2007 - August 2007
Job Financial Services Regulatory Consultant at PwC Advisory
Industry Financial Services
Experience
PwC July 2014 - Present
Financial Industry Regulatory Authority January 2014 - April 2014
Superior Court of New Jersey August 2012 - September 2013
Rutgers Community Law Clinic January 2012 - May 2012
Legal Research and Writing Program, Rutgers School of Law-Newark August 2011 - May 2012
Crow & Associates May 2011 - July 2011
Legal Research and Writing Program, Rutgers School of Law-Newark January 2011 - May 2011
Essex-Newark Legal Services June 2010 - August 2010
PPM America June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Legal Research, Westlaw, Legal Writing, Lexis, Mediation, Intellectual Property
Education
Fordham University School of Law 2013 — 2014
Master of Laws (LLM), Banking, Corporate, and Finance Law, magna cum laude
Rutgers University School of Law - Newark 2009 — 2012
J.D., cum laude
The University of Chicago 2005 — 2009
B.A., Economics
PwC July 2014 - Present
Financial Industry Regulatory Authority January 2014 - April 2014
Superior Court of New Jersey August 2012 - September 2013
Rutgers Community Law Clinic January 2012 - May 2012
Legal Research and Writing Program, Rutgers School of Law-Newark August 2011 - May 2012
Crow & Associates May 2011 - July 2011
Legal Research and Writing Program, Rutgers School of Law-Newark January 2011 - May 2011
Essex-Newark Legal Services June 2010 - August 2010
PPM America June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Legal Research, Westlaw, Legal Writing, Lexis, Mediation, Intellectual Property
Education
Fordham University School of Law 2013 — 2014
Master of Laws (LLM), Banking, Corporate, and Finance Law, magna cum laude
Rutgers University School of Law - Newark 2009 — 2012
J.D., cum laude
The University of Chicago 2005 — 2009
B.A., Economics
amanda glanz's Merrill Lynch Experience September 2002 - November 2008
Job Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management December 2008 - Present
Merrill Lynch September 2002 - November 2008
Skills
Wealth Management..., Asset Allocation, Series 7, Mutual Funds, Equities, Investments, Wealth Management, Investment Advisory, Portfolio Management, Alternative Investments, Retirement Planning
Education
Rutgers University – Camden 1995 — 1998
Doctor of Law (J.D.), estate planning
Rutgers University-New Brunswick 1991 — 1995
Bachelor's degree, Psychology
UBS Wealth Management December 2008 - Present
Merrill Lynch September 2002 - November 2008
Skills
Wealth Management..., Asset Allocation, Series 7, Mutual Funds, Equities, Investments, Wealth Management, Investment Advisory, Portfolio Management, Alternative Investments, Retirement Planning
Education
Rutgers University – Camden 1995 — 1998
Doctor of Law (J.D.), estate planning
Rutgers University-New Brunswick 1991 — 1995
Bachelor's degree, Psychology
Nishant Parikh, MBA & PMP's Merrill Lynch Experience October 2011 - Present
Job Program Oversight / Project Manager
Industry Information Technology and Services
Experience
Merrill Lynch October 2011 - Present
Bank of America - Merrill Lynch June 2010 - December 2011
Merrill Lynch 2007 - 2010
Skills
Salesforce.com, CRM software, Data Analysis, Data Integration, Integration Testing, Technology Integration, Cloud Computing, Cloud-based, Cloud Applications, Project Planning, Project Management, MS Project, Project Coordination, Software Project..., Project Delivery, Program Management, Program Oversight, Salesforce.com..., Mobile Applications, Mobile Technology, iPad, Testing, Test Planning, Test Management, User Acceptance Testing, Test Process Development, Test Design, Test Execution, Test Estimation, Mobile Testing, CRM, Strategy, Project Estimation, Program Coordination, Budget Forecasts, Capacity Planning, Capacity Management, Business Process..., Process Optimization, Technical Presentations, Cross-functional Team..., Situational Leadership, Highly detail oriented, Bringing Order to Chaos, Communication Skills, Operational Execution, Project Portfolio..., SDLC, PMP, Leadership
Education
Rutgers, The State University of New Jersey-Camden 2001 — 2003
MBA
Merrill Lynch October 2011 - Present
Bank of America - Merrill Lynch June 2010 - December 2011
Merrill Lynch 2007 - 2010
Skills
Salesforce.com, CRM software, Data Analysis, Data Integration, Integration Testing, Technology Integration, Cloud Computing, Cloud-based, Cloud Applications, Project Planning, Project Management, MS Project, Project Coordination, Software Project..., Project Delivery, Program Management, Program Oversight, Salesforce.com..., Mobile Applications, Mobile Technology, iPad, Testing, Test Planning, Test Management, User Acceptance Testing, Test Process Development, Test Design, Test Execution, Test Estimation, Mobile Testing, CRM, Strategy, Project Estimation, Program Coordination, Budget Forecasts, Capacity Planning, Capacity Management, Business Process..., Process Optimization, Technical Presentations, Cross-functional Team..., Situational Leadership, Highly detail oriented, Bringing Order to Chaos, Communication Skills, Operational Execution, Project Portfolio..., SDLC, PMP, Leadership
Education
Rutgers, The State University of New Jersey-Camden 2001 — 2003
MBA
Brian Dietz's Merrill Lynch Experience June 2012 - April 2013
Job Financial Analyst at Church & Dwight, Co., Inc.
Industry Financial Services
Experience
Church & Dwight, Co., Inc. December 2014 - Present
Ruth's Chris Steak House July 2008 - Present
Merrill Lynch June 2012 - April 2013
Munich Re America June 2009 - August 2009
South Brunswick Board of Education June 2007 - August 2007
Berardi Electric May 2007 - August 2007
The Home Depot January 2007 - July 2007
New Jersey Army National Guard March 2005 - March 2007
Skills
Excel, Customer Service, Retail, PowerPoint, Word, Inventory Management, Microsoft Office, Access, Problem Solving, Research, Teamwork, Accounting, Budgeting, Financial Reporting, Windows, Account Management, Financial Analysis, Forecasting, Accounts Receivable, Financial Planning, HTML, Writing, Pricing, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Bachelor of Science, B.S. in Finance, Minor in Economics
Church & Dwight, Co., Inc. December 2014 - Present
Ruth's Chris Steak House July 2008 - Present
Merrill Lynch June 2012 - April 2013
Munich Re America June 2009 - August 2009
South Brunswick Board of Education June 2007 - August 2007
Berardi Electric May 2007 - August 2007
The Home Depot January 2007 - July 2007
New Jersey Army National Guard March 2005 - March 2007
Skills
Excel, Customer Service, Retail, PowerPoint, Word, Inventory Management, Microsoft Office, Access, Problem Solving, Research, Teamwork, Accounting, Budgeting, Financial Reporting, Windows, Account Management, Financial Analysis, Forecasting, Accounts Receivable, Financial Planning, HTML, Writing, Pricing, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Bachelor of Science, B.S. in Finance, Minor in Economics
Peter Turk's Merrill Lynch Experience July 2006 - June 2009
Job Managing Member at Turk Capital LLC
Industry Financial Services
Experience
Turk Capital LLC March 2014 - Present
Silva Capital Management LLC 2012 - February 2014
State Street Bank September 2010 - September 2012
Stifel Financial Corp. January 2010 - September 2010
Turk Risk Advisors June 2009 - January 2010
Merrill Lynch July 2006 - June 2009
JPMorgan Chase July 2004 - July 2006
JPMorgan Chase January 1996 - July 2004
Education
Rutgers University School of Law - Newark 1992 — 1995
JD
School name: 1985 — 1989
BA Dartmouth College, Economics
Turk Capital LLC March 2014 - Present
Silva Capital Management LLC 2012 - February 2014
State Street Bank September 2010 - September 2012
Stifel Financial Corp. January 2010 - September 2010
Turk Risk Advisors June 2009 - January 2010
Merrill Lynch July 2006 - June 2009
JPMorgan Chase July 2004 - July 2006
JPMorgan Chase January 1996 - July 2004
Education
Rutgers University School of Law - Newark 1992 — 1995
JD
School name: 1985 — 1989
BA Dartmouth College, Economics
Landon Boger's Merrill Lynch Experience June 2010 - March 2011
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
Tower Group Companies November 2012 - May 2014
Bank of America March 2011 - November 2012
Merrill Lynch June 2010 - March 2011
Merrill Lynch June 2009 - September 2009
Merrill Lynch September 2008 - January 2009
Skills
Risk Management, Financial Analysis, Financial Modeling, Bloomberg, Portfolio Management, Equities, Corporate Finance, Leadership, Financial Services, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Economics
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Political Science and Government
BlackRock May 2014 - Present
Tower Group Companies November 2012 - May 2014
Bank of America March 2011 - November 2012
Merrill Lynch June 2010 - March 2011
Merrill Lynch June 2009 - September 2009
Merrill Lynch September 2008 - January 2009
Skills
Risk Management, Financial Analysis, Financial Modeling, Bloomberg, Portfolio Management, Equities, Corporate Finance, Leadership, Financial Services, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Economics
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Political Science and Government
Kathleen Massimo's Merrill Lynch Experience July 2005 - August 2006
Job Associate at Houser & Allison, A.P.C.
Industry Law Practice
Experience
Houser & Allison, APC January 2013 - Present
Wilson Elser September 2010 - January 2013
New Jersey Appellate Division, Honorable Joseph L. Yannotti, J.A.D. September 2009 - August 2010
Stark & Stark May 2008 - July 2008
New Jersey Supreme Court, Justice Virginia Long June 2007 - December 2007
Merrill Lynch July 2005 - August 2006
Skills
Commercial Litigation, Litigation, Insurance, Legal Research, Lexis, Finance, Professional Liability, Legal Writing, Commercial Real Estate, International..., Legal Assistance, Criminal Defense, Appeals, Civil Litigation, Criminal Law, Westlaw, Real Estate, Arbitration, Mediation, Trials
Education
Rutgers University School of Law - Camden 2006 — 2009
Juris Doctor
Tulane Law School 2007 — 2007
London International Business Law Summer Program
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, English
Houser & Allison, APC January 2013 - Present
Wilson Elser September 2010 - January 2013
New Jersey Appellate Division, Honorable Joseph L. Yannotti, J.A.D. September 2009 - August 2010
Stark & Stark May 2008 - July 2008
New Jersey Supreme Court, Justice Virginia Long June 2007 - December 2007
Merrill Lynch July 2005 - August 2006
Skills
Commercial Litigation, Litigation, Insurance, Legal Research, Lexis, Finance, Professional Liability, Legal Writing, Commercial Real Estate, International..., Legal Assistance, Criminal Defense, Appeals, Civil Litigation, Criminal Law, Westlaw, Real Estate, Arbitration, Mediation, Trials
Education
Rutgers University School of Law - Camden 2006 — 2009
Juris Doctor
Tulane Law School 2007 — 2007
London International Business Law Summer Program
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, English
Gary Mascitis's Merrill Lynch Experience January 1994 - May 2007
Job Convertible Bond Sales and Trading at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities September 2015 - Present
Avatar Securities, LLC April 2015 - June 2015
William Blair & Company December 2012 - November 2014
Citadel Securities Inc August 2010 - August 2011
Weeden & Co. September 2009 - August 2010
Credit Suisse First Boston July 2007 - December 2008
Merrill Lynch January 1994 - May 2007
Skills
Equity Derivatives, Equity Trading, Electronic Trading, Hedge Funds, Equities, Trading Systems, Series 7, Options, Series 63, Bloomberg, Derivatives, Capital Markets, Fixed Income, Investment Banking, Portfolio Management, Trading, Credit Derivatives, Finance, Management
Education
Rutgers University – Camden 1986 — 1990
BS, Business
Wunderlich Securities September 2015 - Present
Avatar Securities, LLC April 2015 - June 2015
William Blair & Company December 2012 - November 2014
Citadel Securities Inc August 2010 - August 2011
Weeden & Co. September 2009 - August 2010
Credit Suisse First Boston July 2007 - December 2008
Merrill Lynch January 1994 - May 2007
Skills
Equity Derivatives, Equity Trading, Electronic Trading, Hedge Funds, Equities, Trading Systems, Series 7, Options, Series 63, Bloomberg, Derivatives, Capital Markets, Fixed Income, Investment Banking, Portfolio Management, Trading, Credit Derivatives, Finance, Management
Education
Rutgers University – Camden 1986 — 1990
BS, Business
Victoria Skot's Merrill Lynch Experience June 2011 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Merrill Lynch April 2010 - July 2010
Adelphia Restaurant 2008 - 2009
Skills
Data Analysis, Exposure to the field..., Client relations and..., Proficiency in..., Research, Series 7, Client Administration, Investments
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2011
Bachelor of Science (B.S.), Finance, 3.7
Merrill Lynch June 2011 - Present
Merrill Lynch April 2010 - July 2010
Adelphia Restaurant 2008 - 2009
Skills
Data Analysis, Exposure to the field..., Client relations and..., Proficiency in..., Research, Series 7, Client Administration, Investments
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2011
Bachelor of Science (B.S.), Finance, 3.7
Susan McCabe's Merrill Lynch Experience July 1990 - June 2012
Job Head of GWIM Media Relations
Industry Banking
Experience
Bank of America June 2012 - Present
Merrill Lynch July 1990 - June 2012
Skills
Strategic Media..., Crisis Communications, Marketing Communications, Media Relations, Corporate Communications, Wealth Management, Wealth
Education
Rutgers University 1986 — 1990
Bachelor of Science (BS), Marketing
Colonia High School 1982 — 1986
Bank of America June 2012 - Present
Merrill Lynch July 1990 - June 2012
Skills
Strategic Media..., Crisis Communications, Marketing Communications, Media Relations, Corporate Communications, Wealth Management, Wealth
Education
Rutgers University 1986 — 1990
Bachelor of Science (BS), Marketing
Colonia High School 1982 — 1986
Catherine R. Hartigan's Merrill Lynch Experience July 1984 - June 1996
Job Owner, Catherine Hartigan Photography
Industry Photography
Experience
Catherine Hartigan Photography MarketingPeggy Garbus PhotographyMay 2010 - December 2010
Merrill Lynch July 1984 - June 1996
Skills
Photography, Portraits, Digital Photography, Portrait Photography, Marketing, Weddings, Advertising, Fashion, Recruiting, Editing, Headshots, Studio Photography, Graphic Design
Education
Rutgers University-New Brunswick 1978 — 1981
BA, Fine Arts, Photography
Catherine Hartigan Photography MarketingPeggy Garbus PhotographyMay 2010 - December 2010
Merrill Lynch July 1984 - June 1996
Skills
Photography, Portraits, Digital Photography, Portrait Photography, Marketing, Weddings, Advertising, Fashion, Recruiting, Editing, Headshots, Studio Photography, Graphic Design
Education
Rutgers University-New Brunswick 1978 — 1981
BA, Fine Arts, Photography
Melissa (Morales) Harrell's Merrill Lynch Experience July 2009 - February 2011
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Bank of America Merrill Lynch January 2011 - July 2014
Merrill Lynch July 2009 - February 2011
Merrill Lynch April 2007 - July 2009
Merrill Lynch August 2005 - April 2007
Skills
Project Portfolio..., Business Analysis, Six Sigma, Back Office, Risk Management, Financial Modeling, Visio, Financial Analysis, SharePoint, Prime Brokerage, MS Project, Portfolio Management, Project Management, Trading Systems, Global Custody, Banking, Process Improvement, Series 7, Securities, Financial Services, Data Analysis, PMO, Program Management, Requirements Analysis, Wealth Management, Microsoft Excel, Strategic Planning, Forecasting, Investment Advisory, Operations Management, Leadership, Training, Business Process..., Cash Management, Wealth Management..., Change Management, Credit, Mentoring, Leadership Development, Staff Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
BS, Economics
Bishop George Ahr High School 1997 — 2001
JPMorgan Chase & Co. August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Bank of America Merrill Lynch January 2011 - July 2014
Merrill Lynch July 2009 - February 2011
Merrill Lynch April 2007 - July 2009
Merrill Lynch August 2005 - April 2007
Skills
Project Portfolio..., Business Analysis, Six Sigma, Back Office, Risk Management, Financial Modeling, Visio, Financial Analysis, SharePoint, Prime Brokerage, MS Project, Portfolio Management, Project Management, Trading Systems, Global Custody, Banking, Process Improvement, Series 7, Securities, Financial Services, Data Analysis, PMO, Program Management, Requirements Analysis, Wealth Management, Microsoft Excel, Strategic Planning, Forecasting, Investment Advisory, Operations Management, Leadership, Training, Business Process..., Cash Management, Wealth Management..., Change Management, Credit, Mentoring, Leadership Development, Staff Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
BS, Economics
Bishop George Ahr High School 1997 — 2001
Steven David Gard's Merrill Lynch Experience December 2010 - May 2011
Job Business Project Analyst at UBS
Industry Financial Services
Experience
UBS September 2013 - Present
Nationwide Valet Company September 2012 - June 2013
Johnson & Johnson December 2012 - May 2013
JPMorgan Chase October 2011 - July 2012
Merrill Lynch December 2010 - May 2011
Foran Conservation Garden September 2010 - December 2010
Evolution Group/Media Talent May 2010 - August 2010
Chromocell Corporation May 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Social Media, Social Networking, Facebook, Outlook, Access, Clarity, Business Objects, Business Analysis, MS Excel Pivot Tables, Cold Calling Experience, Networking, Management, Marketing, Analysis, Customer Service, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Bachelor of Science (B.S.), Environmental and Business Economics
edison high school
UBS September 2013 - Present
Nationwide Valet Company September 2012 - June 2013
Johnson & Johnson December 2012 - May 2013
JPMorgan Chase October 2011 - July 2012
Merrill Lynch December 2010 - May 2011
Foran Conservation Garden September 2010 - December 2010
Evolution Group/Media Talent May 2010 - August 2010
Chromocell Corporation May 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Social Media, Social Networking, Facebook, Outlook, Access, Clarity, Business Objects, Business Analysis, MS Excel Pivot Tables, Cold Calling Experience, Networking, Management, Marketing, Analysis, Customer Service, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Bachelor of Science (B.S.), Environmental and Business Economics
edison high school
Chris Pike, CFA's Merrill Lynch Experience 2005 - 2008
Job Portfolio Manager at ARC Real Estate Income Fund
Industry Financial Services
Experience
ARC Real Estate Income Fund June 2012 - Present
American Realty Capital August 2011 - Present
Fagenson & Co December 2009 - October 2011
Merrill Lynch 2005 - 2008
UBS Investment Bank 2002 - 2005
Goldman Sachs 1996 - 2001
Education
Rutgers University-New Brunswick 1986 — 1991
BA, Political Science/Stats
ARC Real Estate Income Fund June 2012 - Present
American Realty Capital August 2011 - Present
Fagenson & Co December 2009 - October 2011
Merrill Lynch 2005 - 2008
UBS Investment Bank 2002 - 2005
Goldman Sachs 1996 - 2001
Education
Rutgers University-New Brunswick 1986 — 1991
BA, Political Science/Stats
Raahi Grover's Merrill Lynch Experience June 2010 - August 2010
Job Citigroup Analyst
Industry Banking
Experience
Citi July 2012 - Present
Citi July 2011 - July 2012
Rutgers University August 2008 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Series 7, Series 63
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science, Finance
Citi July 2012 - Present
Citi July 2011 - July 2012
Rutgers University August 2008 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Series 7, Series 63
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science, Finance
Janice Burton's Merrill Lynch Experience December 2008 - Present
Job at American Income Insurance
Industry Financial Services
Experience
Merrill Lynch December 2008 - Present
Skills
Series 7, Wealth Management, Equities
Education
Rutgers University – Camden 2006 — 2008
BSC, Finance, Marketing
Holy Childhood High
Merrill Lynch December 2008 - Present
Skills
Series 7, Wealth Management, Equities
Education
Rutgers University – Camden 2006 — 2008
BSC, Finance, Marketing
Holy Childhood High
Jonathan Cuccio's Merrill Lynch Experience August 2014 - Present
Job Client Services Representative with Wealth Management
Industry Sports
Experience
Merrill Lynch August 2014 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree, Mathematics
Merrill Lynch August 2014 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree, Mathematics
Mark Impellizeri's Merrill Lynch Experience September 2004 - April 2010
Job Director and Regulatory Attorney UBS
Industry Financial Services
Experience
UBS Investment Bank September 2013 - Present
Barclays Capital September 2011 - September 2013
Morgan Stanley April 2010 - September 2011
Merrill Lynch September 2004 - April 2010
Education
Rutgers University School of Law - Newark 2006 — 2010
JD
Boston U 2000 — 2003
BA
UBS Investment Bank September 2013 - Present
Barclays Capital September 2011 - September 2013
Morgan Stanley April 2010 - September 2011
Merrill Lynch September 2004 - April 2010
Education
Rutgers University School of Law - Newark 2006 — 2010
JD
Boston U 2000 — 2003
BA
Sachita Dhir's Merrill Lynch Experience May 2010 - September 2010
Job Senior Analyst
Industry Information Technology and Services
Experience
Verizon April 2014 - Present
Forest Pharmaceuticals December 2013 - April 2014
Citigroup January 2012 - December 2013
Rutgers University September 2009 - May 2011
Johnson & Johnson September 2010 - January 2011
Merrill Lynch May 2010 - September 2010
Skills
Access, Financial Analysis, Microsoft Excel, Microsoft Office, Risk Management, Banking, Business Analysis, PowerPoint, Bloomberg, Data Analysis, Financial Modeling, Outlook, Vendor Management, Portfolio Management, Microsoft Word, Process Improvement, Project Management, Analysis, Financial Services, PeopleSoft, Fixed Income, Finance, Visio, SDLC, SharePoint, Program Management, Forecasting, Business Process..., Change Management, Management, Business Process, Capital Markets, Project Planning, User Acceptance Testing, Operations Management, Strategic Planning, Strategy, Data Warehousing, Quality Assurance, Project Delivery, Financial Reporting, Supply Chain, Business Development, SAP, Databases, Disaster Recovery, Competitive Analysis, Integration, Business Strategy, Leadership
Education
Penn State 2015 — 2016
Supply Chain, Logistics, Materials, and Supply Chain Management
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science (BS), Finance, Supply Chain
Verizon April 2014 - Present
Forest Pharmaceuticals December 2013 - April 2014
Citigroup January 2012 - December 2013
Rutgers University September 2009 - May 2011
Johnson & Johnson September 2010 - January 2011
Merrill Lynch May 2010 - September 2010
Skills
Access, Financial Analysis, Microsoft Excel, Microsoft Office, Risk Management, Banking, Business Analysis, PowerPoint, Bloomberg, Data Analysis, Financial Modeling, Outlook, Vendor Management, Portfolio Management, Microsoft Word, Process Improvement, Project Management, Analysis, Financial Services, PeopleSoft, Fixed Income, Finance, Visio, SDLC, SharePoint, Program Management, Forecasting, Business Process..., Change Management, Management, Business Process, Capital Markets, Project Planning, User Acceptance Testing, Operations Management, Strategic Planning, Strategy, Data Warehousing, Quality Assurance, Project Delivery, Financial Reporting, Supply Chain, Business Development, SAP, Databases, Disaster Recovery, Competitive Analysis, Integration, Business Strategy, Leadership
Education
Penn State 2015 — 2016
Supply Chain, Logistics, Materials, and Supply Chain Management
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science (BS), Finance, Supply Chain
Charles Sickles, CIMA's Merrill Lynch Experience April 2012 - May 2015
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock May 2015 - Present
Merrill Lynch April 2012 - May 2015
Merrill Lynch 2009 - March 2012
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch Investment Managers 1989 - 2004
Skills
Series 7, Series 63, Equities, Wealth Management, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Asset Managment, Financial Services, Sales, Alternative Investments, Investment Advisory, Series 65, Fixed Income, Management, Asset Management, Separately Managed..., Capital Markets
Education
Rutgers University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
BlackRock May 2015 - Present
Merrill Lynch April 2012 - May 2015
Merrill Lynch 2009 - March 2012
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2007
Merrill Lynch Investment Managers 1989 - 2004
Skills
Series 7, Series 63, Equities, Wealth Management, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Asset Managment, Financial Services, Sales, Alternative Investments, Investment Advisory, Series 65, Fixed Income, Management, Asset Management, Separately Managed..., Capital Markets
Education
Rutgers University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
David Marconi's Merrill Lynch Experience April 1997 - March 2012
Job IT Manager Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2012 - Present
Merrill Lynch April 1997 - March 2012
Education
Rutgers University
Bachelor's degree, Accounting and Finance
JPMorgan Chase February 2012 - Present
Merrill Lynch April 1997 - March 2012
Education
Rutgers University
Bachelor's degree, Accounting and Finance
Sheraz Syed's Merrill Lynch Experience January 2008 - June 2008
Job Investor Accountant III at Cenlar FSB
Industry Financial Services
Experience
Cenlar FSB September 2012 - Present
PHH Corporation December 2008 - September 2012
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2007 - January 2008
Skills
Financial Analysis, Account Reconciliation, Financial Accounting, Problem Solving, Business Analysis, Accounting, Financial Reporting, Valuation, Credit, Risk Management, Auditing, GAAP, Portfolio Management, PowerPoint, Microsoft Word, Due Diligence, PeopleSoft, Microsoft Office, General Ledger, Forecasting, Sarbanes-Oxley, Internal Controls, Banking, Access, Customer Service, Data Analysis, Microsoft Excel, Sarbanes-Oxley Act, Financial Modeling, Private Equity, Business Planning, Cash Management, SAP, Analysis, Finance, Variance Analysis, Hyperion Enterprise, Business Process..., Internal Audit, Payroll, Process Improvement, Acquisition Integration, Management, Outlook, QuickBooks, Pivot Tables
Education
Rutgers, The State University of New Jersey-Camden 2004 — 2007
Bachelor of Science (BSc), Accounting and Finance
Cenlar FSB September 2012 - Present
PHH Corporation December 2008 - September 2012
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2007 - January 2008
Skills
Financial Analysis, Account Reconciliation, Financial Accounting, Problem Solving, Business Analysis, Accounting, Financial Reporting, Valuation, Credit, Risk Management, Auditing, GAAP, Portfolio Management, PowerPoint, Microsoft Word, Due Diligence, PeopleSoft, Microsoft Office, General Ledger, Forecasting, Sarbanes-Oxley, Internal Controls, Banking, Access, Customer Service, Data Analysis, Microsoft Excel, Sarbanes-Oxley Act, Financial Modeling, Private Equity, Business Planning, Cash Management, SAP, Analysis, Finance, Variance Analysis, Hyperion Enterprise, Business Process..., Internal Audit, Payroll, Process Improvement, Acquisition Integration, Management, Outlook, QuickBooks, Pivot Tables
Education
Rutgers, The State University of New Jersey-Camden 2004 — 2007
Bachelor of Science (BSc), Accounting and Finance
Ron Gottardi's Merrill Lynch Experience January 1996 - June 2008
Job Director, Oral History Program, Battleship New Jersey; educator; exhibit, website, & collaterals designer & developer
Industry Museums and Institutions
Experience
Battleship New Jersey May 2008 - Present
Drexel University March 2009 - December 2011
Merrill Lynch January 1996 - June 2008
Skills
Project Planning, Project Management, MS Project, Finance, Financial Analysis, Systems Analysis, Microsoft Excel, Visio, Project Finance, Military History, Business Analysis, Business Process..., Six Sigma, Business Requirements, Consultants, Higher Education, Metrics, Government Contracting, Website Development, Web Design, American History, Editing
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (BS), Mgmt, Mktg
Temple University
Master of Business Administration (MBA), Acctg, Finance
Battleship New Jersey May 2008 - Present
Drexel University March 2009 - December 2011
Merrill Lynch January 1996 - June 2008
Skills
Project Planning, Project Management, MS Project, Finance, Financial Analysis, Systems Analysis, Microsoft Excel, Visio, Project Finance, Military History, Business Analysis, Business Process..., Six Sigma, Business Requirements, Consultants, Higher Education, Metrics, Government Contracting, Website Development, Web Design, American History, Editing
Education
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (BS), Mgmt, Mktg
Temple University
Master of Business Administration (MBA), Acctg, Finance
Kelly Kocher's Merrill Lynch Experience June 2008 - Present
Job Trust Administrator at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2008 - Present
Merrill Lynch June 2008 - Present
Skills
Microsoft Word, Microsoft Excel, Organizational..., Communication
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor's degree, Sociology
Bank of America Merrill Lynch June 2008 - Present
Merrill Lynch June 2008 - Present
Skills
Microsoft Word, Microsoft Excel, Organizational..., Communication
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor's degree, Sociology
Laverne Wilson's Merrill Lynch Experience January 2013 - Present
Job Client Service Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Wells Fargo January 2012 - January 2013
TD May 2011 - December 2011
Starbucks January 2009 - May 2011
Lord & Taylor December 2006 - January 2009
Skills
Finance, Investment Banking, Financial Services, Microsoft Excel, Microsoft Word, R, Sibel, Access, Training, Economics, Analytics, Apparel, Management, Research, Customer Service, Sales, Sales Process, Data Entry, Data Analysis
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2012
Bachelor of Arts (B.A.), Economics
Merrill Lynch January 2013 - Present
Wells Fargo January 2012 - January 2013
TD May 2011 - December 2011
Starbucks January 2009 - May 2011
Lord & Taylor December 2006 - January 2009
Skills
Finance, Investment Banking, Financial Services, Microsoft Excel, Microsoft Word, R, Sibel, Access, Training, Economics, Analytics, Apparel, Management, Research, Customer Service, Sales, Sales Process, Data Entry, Data Analysis
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2012
Bachelor of Arts (B.A.), Economics
Alexander Rucci's Merrill Lynch Experience May 2011 - November 2011
Job Validation Associate at Xerimis, Inc.
Industry Pharmaceuticals
Experience
Xerimis, Inc. June 2012 - Present
Big Brothers Big Sisters January 2008 - Present
USA Hockey November 2001 - Present
Merrill Lynch May 2011 - November 2011
Education
Rutgers University-New Brunswick 2013 — 2015
Master of Business and Science, Pharmaceutical Engineering, 3.75/4.0
Rutgers, The State University of New Jersey-Camden 2007 — 2012
Bachelor of Arts (BA), Mathematics, 3.18/4.0
Xerimis, Inc. June 2012 - Present
Big Brothers Big Sisters January 2008 - Present
USA Hockey November 2001 - Present
Merrill Lynch May 2011 - November 2011
Education
Rutgers University-New Brunswick 2013 — 2015
Master of Business and Science, Pharmaceutical Engineering, 3.75/4.0
Rutgers, The State University of New Jersey-Camden 2007 — 2012
Bachelor of Arts (BA), Mathematics, 3.18/4.0
Wenjie Sha's Merrill Lynch Experience 2013 - 2013
Job Software Engineer
Industry Financial Services
Experience
Merrill Lynch 2013 - 2013
Yokogawa Electric China Co.Ltd June 2007 - August 2007
Skills
Java, C#, Hadoop, MapReduce, SQL, C++, Operating Systems, Distributed Systems, Data Mining, numerical, Option Pricing Models, Android, Web Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Master of Science (MS), Computer Science, 3.9
Tsinghua University 2007 — 2010
Master of Science (MS), Computer Science, 3.8
Merrill Lynch 2013 - 2013
Yokogawa Electric China Co.Ltd June 2007 - August 2007
Skills
Java, C#, Hadoop, MapReduce, SQL, C++, Operating Systems, Distributed Systems, Data Mining, numerical, Option Pricing Models, Android, Web Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Master of Science (MS), Computer Science, 3.9
Tsinghua University 2007 — 2010
Master of Science (MS), Computer Science, 3.8
Scott Osmun's Merrill Lynch Experience May 1997 - December 1999
Job Financial Services Professional
Industry Financial Services
Experience
BlackRock February 2015 - Present
State Street December 2013 - February 2015
State Street 2011 - 2013
STATE STREET CORPORATION November 2006 - March 2009
STATE STREET CORPORATION/MERRILL LYNCH December 1999 - January 2001
MERRILL LYNCH May 1997 - December 1999
Skills
MS Excel Pivot Tables, Outlook, Access, Microsoft Office, Bloomberg, Reuters, Interactive Programming, Telekurs, Xcitex, CCH, Mutual Funds, Corporate Actions, Equities, Fixed Income, Financial Services, Fund Accounting, Asset Management, Securities
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1995 — 1997
Bachelor of Science (BS), Accounting
BlackRock February 2015 - Present
State Street December 2013 - February 2015
State Street 2011 - 2013
STATE STREET CORPORATION November 2006 - March 2009
STATE STREET CORPORATION/MERRILL LYNCH December 1999 - January 2001
MERRILL LYNCH May 1997 - December 1999
Skills
MS Excel Pivot Tables, Outlook, Access, Microsoft Office, Bloomberg, Reuters, Interactive Programming, Telekurs, Xcitex, CCH, Mutual Funds, Corporate Actions, Equities, Fixed Income, Financial Services, Fund Accounting, Asset Management, Securities
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1995 — 1997
Bachelor of Science (BS), Accounting
Dan Stadler's Merrill Lynch Experience January 2001 - December 2004
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company January 2005 - Present
Merrill Lynch January 2001 - December 2004
Summit Bank November 1997 - December 2000
New York Life Insurance Company July 1991 - October 1997
Skills
Finance, Accounting, Financial Analysis, Analysis, Life Insurance, Leadership
Education
Rutgers University-New Brunswick
Bachelor of Science (B.S.), Accounting
Seton Hall University
Master of Business Administration (M.B.A.), Finance
New York Life Insurance Company January 2005 - Present
Merrill Lynch January 2001 - December 2004
Summit Bank November 1997 - December 2000
New York Life Insurance Company July 1991 - October 1997
Skills
Finance, Accounting, Financial Analysis, Analysis, Life Insurance, Leadership
Education
Rutgers University-New Brunswick
Bachelor of Science (B.S.), Accounting
Seton Hall University
Master of Business Administration (M.B.A.), Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank