Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
John Carroll John Carroll's Merrill Lynch Experience 1988 - 2008
Job Head of US Retail at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors January 2012 - Present
Merrill Lynch 1988 - 2008
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1994
MBA, Marketing
Rutgers University-New Brunswick 1982 — 1986
B.A., Economics
Allianz Global Investors January 2012 - Present
Merrill Lynch 1988 - 2008
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1994
MBA, Marketing
Rutgers University-New Brunswick 1982 — 1986
B.A., Economics
Craig J. McGovern's Merrill Lynch Experience September 2009 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
MetLife April 2009 - September 2009
Yorkville Advisors LLC June 2008 - August 2008
Skills
Investments, Wealth Management, Asset Managment, Employee Benefit Plans
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
BA, Economics
Michigan State University 2004 — 2006
Kinesiology
The Hun School of Princeton 2000 — 2004
Merrill Lynch September 2009 - Present
MetLife April 2009 - September 2009
Yorkville Advisors LLC June 2008 - August 2008
Skills
Investments, Wealth Management, Asset Managment, Employee Benefit Plans
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
BA, Economics
Michigan State University 2004 — 2006
Kinesiology
The Hun School of Princeton 2000 — 2004
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.)
Ruchit (Rich) Shah, ChFC, CLTC's Merrill Lynch Experience February 1998 - September 2003
Job Vice President/Financial Advisor at Fulton Financial Corporation
Industry Banking
Experience
Fulton Financial Corporation November 2013 - Present
Prudential Financial September 2003 - October 2013
Merrill Lynch February 1998 - September 2003
Skills
Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (BA), Psychology
Fulton Financial Corporation November 2013 - Present
Prudential Financial September 2003 - October 2013
Merrill Lynch February 1998 - September 2003
Skills
Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (BA), Psychology
David Lanka, CEP David Lanka, CEP's Merrill Lynch Experience February 2000 - February 2001
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2007 - Present
Computershare February 2001 - August 2007
Merrill Lynch February 2000 - February 2001
The Ross Companies June 1996 - February 2000
Sedgwick Noble Lowndes November 1994 - June 1996
Coopers & Lybrand January 1992 - November 1994
Skills
Series 7, Business Development, Employee Benefits
Education
Rutgers University-New Brunswick 1985 — 1989
B.A., Economics
Bank of America Merrill Lynch August 2007 - Present
Computershare February 2001 - August 2007
Merrill Lynch February 2000 - February 2001
The Ross Companies June 1996 - February 2000
Sedgwick Noble Lowndes November 1994 - June 1996
Coopers & Lybrand January 1992 - November 1994
Skills
Series 7, Business Development, Employee Benefits
Education
Rutgers University-New Brunswick 1985 — 1989
B.A., Economics
Sandy Yeung's Merrill Lynch Experience June 2004 - August 2004
Job Director at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management Americas September 2013 - Present
Goldman Sachs June 2010 - September 2013
Ernst & Young August 2005 - May 2010
Merrill Lynch June 2004 - August 2004
Skills
Financial Modeling, Valuation, Risk Management, Mergers, Acquistions, Business Valuation, Mergers & Acquisitions, Asset Management, Financial Reporting, Corporate Finance, Financial Risk, Private Equity, Financial Analysis, Financial Services, Investment Banking, Due Diligence, Finance, Banking
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Science (BS), Finance, Economics
Rutgers University-New Brunswick 2001 — 2005
Minor, Psychology
UBS Wealth Management Americas September 2013 - Present
Goldman Sachs June 2010 - September 2013
Ernst & Young August 2005 - May 2010
Merrill Lynch June 2004 - August 2004
Skills
Financial Modeling, Valuation, Risk Management, Mergers, Acquistions, Business Valuation, Mergers & Acquisitions, Asset Management, Financial Reporting, Corporate Finance, Financial Risk, Private Equity, Financial Analysis, Financial Services, Investment Banking, Due Diligence, Finance, Banking
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Science (BS), Finance, Economics
Rutgers University-New Brunswick 2001 — 2005
Minor, Psychology
Chan H. Park Chan H. Park's Merrill Lynch Experience September 2012 - December 2012
Job Associate Software Development Engineer at LivingSocial
Industry Computer Software
Experience
LivingSocial August 2015 - Present
OGHN Group, LLC August 2010 - Present
LivingSocial June 2015 - August 2015
Launch Academy, Inc October 2014 - February 2015
Tiffany & Co. February 2014 - October 2014
Tiffany & Co. May 2013 - September 2013
Merrill Lynch September 2012 - December 2012
US Sports Institute February 2012 - April 2012
JOST Financial Management Corporation September 2011 - April 2012
Skills
Microsoft Excel, Management, Portfolio Management, Microsoft Office, PowerPoint, Ruby, Ruby on Rails, Databases, Git, Object Oriented..., CSS, PostgreSQL, JavaScript, RSpec, Microsoft Word, SAP, Marketing, jQuery, Access, SQL, HTML, Pair Programming, Strategy, Project Management, Accounting, DCF, Relational Databases, Unit Testing, Web Development, Market Research, Investment Strategies, Xign, Data Analysis, JD Edwards, Oracle, Business Objects Data..., Account Reconciliation, SOX Compliancy, Inventory Control, Inventory Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
B.S., Environmental Science and Business Economics
Pennsylvania State University, Smeal College of Business 2009 — 2010
Major, Finance
LivingSocial August 2015 - Present
OGHN Group, LLC August 2010 - Present
LivingSocial June 2015 - August 2015
Launch Academy, Inc October 2014 - February 2015
Tiffany & Co. February 2014 - October 2014
Tiffany & Co. May 2013 - September 2013
Merrill Lynch September 2012 - December 2012
US Sports Institute February 2012 - April 2012
JOST Financial Management Corporation September 2011 - April 2012
Skills
Microsoft Excel, Management, Portfolio Management, Microsoft Office, PowerPoint, Ruby, Ruby on Rails, Databases, Git, Object Oriented..., CSS, PostgreSQL, JavaScript, RSpec, Microsoft Word, SAP, Marketing, jQuery, Access, SQL, HTML, Pair Programming, Strategy, Project Management, Accounting, DCF, Relational Databases, Unit Testing, Web Development, Market Research, Investment Strategies, Xign, Data Analysis, JD Edwards, Oracle, Business Objects Data..., Account Reconciliation, SOX Compliancy, Inventory Control, Inventory Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
B.S., Environmental Science and Business Economics
Pennsylvania State University, Smeal College of Business 2009 — 2010
Major, Finance
Lisa Padewski Lisa Padewski's Merrill Lynch Experience April 1999 - March 2007
Job Municipal Bond Trader
Industry Financial Services
Experience
Merrill Lynch April 1999 - March 2007
Alliance Capital Management March 1996 - April 1999
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Merrill Lynch April 1999 - March 2007
Alliance Capital Management March 1996 - April 1999
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Daniel Arminio's Merrill Lynch Experience October 2011 - March 2012
Job Category Development Analyst at Mars Chocolate North America
Industry Consumer Goods
Experience
Mars Chocolate North America April 2015 - Present
Mars Chocolate North America June 2013 - April 2015
Mars Chocolate North America May 2012 - August 2012
Merrill Lynch October 2011 - March 2012
Skills
Analysis, Microsoft Excel, Sales, Statistics, Shopper Marketing, Budgeting, Category Insights, Reporting & Analysis, Vendor Relations, Presentation Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
BA, Economics, Public Policy
Mars Chocolate North America April 2015 - Present
Mars Chocolate North America June 2013 - April 2015
Mars Chocolate North America May 2012 - August 2012
Merrill Lynch October 2011 - March 2012
Skills
Analysis, Microsoft Excel, Sales, Statistics, Shopper Marketing, Budgeting, Category Insights, Reporting & Analysis, Vendor Relations, Presentation Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
BA, Economics, Public Policy
Eric DiBraccio, CIMA Eric DiBraccio, CIMA's Merrill Lynch Experience 2001 - 2005
Job RVP, External Wholesaler
Industry Financial Services
Experience
CUNA Mutual Group 2012 - Present
BlackRock Financial Management 2005 - 2012
Merrill Lynch 2001 - 2005
Skills
Mutual Funds, Investments, Alternative Investments, Sales Presentations, Fixed Annuities, Portfolio Management, Financial Services, Consultative Selling, Retirement Planning, Series 7, Asset Allocation, Insurance, Uniform Combined State..., ETFs, Finance, FINRA, Wealth Management, Financial Advisory, Separately Managed..., Series 63, Retirement, 401k, Series 6, Asset Management, Investment Strategies, Equities, Securities, Fixed Income, Asset Managment, Series 65, IRAs, CIMA, Investment Advisory, Bonds, Analysis, Variable Annuities, Indexed Annuities, Annuity Sales, Client Services, Selling, Series 66, Excel, Client Service, Managed Accounts, Sales
Education
University of Pennsylvania - The Wharton School
CIMA® - Certified Investment Management Analyst
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
MBA, Finance & Global Business Management
Saint Joseph's University 1997 — 2001
B.S., Finance
CUNA Mutual Group 2012 - Present
BlackRock Financial Management 2005 - 2012
Merrill Lynch 2001 - 2005
Skills
Mutual Funds, Investments, Alternative Investments, Sales Presentations, Fixed Annuities, Portfolio Management, Financial Services, Consultative Selling, Retirement Planning, Series 7, Asset Allocation, Insurance, Uniform Combined State..., ETFs, Finance, FINRA, Wealth Management, Financial Advisory, Separately Managed..., Series 63, Retirement, 401k, Series 6, Asset Management, Investment Strategies, Equities, Securities, Fixed Income, Asset Managment, Series 65, IRAs, CIMA, Investment Advisory, Bonds, Analysis, Variable Annuities, Indexed Annuities, Annuity Sales, Client Services, Selling, Series 66, Excel, Client Service, Managed Accounts, Sales
Education
University of Pennsylvania - The Wharton School
CIMA® - Certified Investment Management Analyst
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
MBA, Finance & Global Business Management
Saint Joseph's University 1997 — 2001
B.S., Finance
Preston Galarneau, Jr. Preston Galarneau, Jr.'s Merrill Lynch Experience 1989 - 1996
Job
Industry Information Technology and Services
Experience
Manulife Asset Management February 2014 - Present
ONdemand Communications Group Inc July 2009 - December 2013
Town of Boxford, MA May 2009 - May 2012
BraveLine Technology February 2004 - August 2008
Darwin Partners 2001 - 2003
First Union Securities 1998 - 2000
Janney Montgomery Scott 1996 - 1998
Merrill Lynch 1989 - 1996
Education
Rutgers University-New Brunswick 1985 — 1989
BA
Manulife Asset Management February 2014 - Present
ONdemand Communications Group Inc July 2009 - December 2013
Town of Boxford, MA May 2009 - May 2012
BraveLine Technology February 2004 - August 2008
Darwin Partners 2001 - 2003
First Union Securities 1998 - 2000
Janney Montgomery Scott 1996 - 1998
Merrill Lynch 1989 - 1996
Education
Rutgers University-New Brunswick 1985 — 1989
BA
James Burton James Burton's Merrill Lynch Experience March 2005 - September 2007
Job 1st VicePresident Investments at Janney Montgomery Scott LLC
Industry
Experience
Janney Montgomery Scott LLC September 2007 - Present
Merrill Lynch March 2005 - September 2007
Advest, Inc. March 1985 - March 2005
Bache Halsy Stuart Shields May 1981 - March 1985
Skills
Wealth Management, Finance, Investments, Mutual Funds, Retirement Planning, Securities, Financial Services, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies, FINRA, Series 63, Uniform Combined State..., Series 7, Equities
Education
Rutgers University-New Brunswick 1974 — 1978
Bachelor's Degree, Business Administration and Management, General
millville
Janney Montgomery Scott LLC September 2007 - Present
Merrill Lynch March 2005 - September 2007
Advest, Inc. March 1985 - March 2005
Bache Halsy Stuart Shields May 1981 - March 1985
Skills
Wealth Management, Finance, Investments, Mutual Funds, Retirement Planning, Securities, Financial Services, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies, FINRA, Series 63, Uniform Combined State..., Series 7, Equities
Education
Rutgers University-New Brunswick 1974 — 1978
Bachelor's Degree, Business Administration and Management, General
millville
Carl Molter Carl Molter's Merrill Lynch Experience May 1993 - September 1996
Job Senior Project Landscape Architect at Landscape Design Group and local radio show host
Industry Architecture & Planning
Experience
Landscape Design Group September 1996 - Present
Merrill Lynch May 1993 - September 1996
The Hillier Group March 1988 - October 1990
Skills
Residential landscape..., Weight Training, Writing, Garden Design, local his, Gardening, Landscape Architecture, Landscape Photography, Construction Drawings, Shop Drawings, Landscaping, Radio Host, Site Planning, Submittals, Parks, Sustainable Design, Streetscape, Design Research, SketchUp, Urban Planning, Comprehensive Planning, Sustainability, Urban Design, Construction, Public Speaking, Landscape Design, Social Media, Nonprofits, Adobe Creative Suite
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BS in Environmental Design,, Landscape Architecture
Landscape Design Group September 1996 - Present
Merrill Lynch May 1993 - September 1996
The Hillier Group March 1988 - October 1990
Skills
Residential landscape..., Weight Training, Writing, Garden Design, local his, Gardening, Landscape Architecture, Landscape Photography, Construction Drawings, Shop Drawings, Landscaping, Radio Host, Site Planning, Submittals, Parks, Sustainable Design, Streetscape, Design Research, SketchUp, Urban Planning, Comprehensive Planning, Sustainability, Urban Design, Construction, Public Speaking, Landscape Design, Social Media, Nonprofits, Adobe Creative Suite
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BS in Environmental Design,, Landscape Architecture
Mary (Grever) Premtaj Mary (Grever) Premtaj's Merrill Lynch Experience 1987 - 1994
Job Marketing Specialist, Sales Associate at Prominent Properties Sotheby's International Realty
Industry Real Estate
Experience
Prominent Properties Sotheby's International Realty 2001 - Present
Merrill Lynch 1987 - 1994
Merrill Lynch 1985 - 1987
Education
Rutgers University-New Brunswick 1981 — 1985
economics
Prominent Properties Sotheby's International Realty 2001 - Present
Merrill Lynch 1987 - 1994
Merrill Lynch 1985 - 1987
Education
Rutgers University-New Brunswick 1981 — 1985
economics
John Ferejohn John Ferejohn's Merrill Lynch Experience 1988 - August 2001
Job at SunGard Data Systems, Inc.
Industry Financial Services
Experience
SunGard January 2011 - Present
Pharaoh Integrations, LLC July 2009 - February 2011
Goldman Sachs July 2009 - December 2010
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers August 2001 - October 2006
Merrill Lynch 1988 - August 2001
Donaldson, Lufkin & Jenrette 1984 - 1985
Skills
Portfolio Management, Mutual Funds, Project Management, Integration, Foreign Exchange, Fixed Income, Equities, Asset Managment, Hedge Funds, Middle Office, Derivatives, Business Analysis, Data Analysis, Guitarist, Valuation, Asset Management, Options, Alternative Investments, Investments, Financial Services, Trading Systems, FX Options, Securities, Business Process, Investment Management, Back Office, Prime Brokerage, Capital Markets, Electronic Trading
Education
Rutgers University-New Brunswick 1974 — 1976
Union County College 1972 — 1974
St. Genevieve's School
SunGard January 2011 - Present
Pharaoh Integrations, LLC July 2009 - February 2011
Goldman Sachs July 2009 - December 2010
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers August 2001 - October 2006
Merrill Lynch 1988 - August 2001
Donaldson, Lufkin & Jenrette 1984 - 1985
Skills
Portfolio Management, Mutual Funds, Project Management, Integration, Foreign Exchange, Fixed Income, Equities, Asset Managment, Hedge Funds, Middle Office, Derivatives, Business Analysis, Data Analysis, Guitarist, Valuation, Asset Management, Options, Alternative Investments, Investments, Financial Services, Trading Systems, FX Options, Securities, Business Process, Investment Management, Back Office, Prime Brokerage, Capital Markets, Electronic Trading
Education
Rutgers University-New Brunswick 1974 — 1976
Union County College 1972 — 1974
St. Genevieve's School
Gary Roelke Gary Roelke's Merrill Lynch Experience 1981 - 1984
Job Cofounder of InBalance PRO LLC
Industry Accounting
Experience
InBalance PRO LLC 2009 - Present
Corporate Finance Associates 1997 - 2009
McFaul & Lyons, Inc. 1995 - 1996
The Geneva Companies 1984 - 1995
Merrill Lynch 1981 - 1984
Prudential Insurance Co. of America 1972 - 1981
Skills
Mergers, Corporate Finance, Valuation, Divestitures, Business Planning, Management Consulting, Business Strategy, Small Business, Start-ups, Entrepreneur, Marketing Strategy, Accounting, Corporate Development, Negotiation, Entrepreneurship, QuickBooks, Bookkeeping, Payroll Services, Networking, Mergers & Acquisitions, Strategic Planning, Finance, Leadership, Venture Capital, Strategy, Financial Analysis, Training, Banking, Marketing, Investments, Management, Consulting, Sales, Due Diligence, Portfolio Management, Fundraising, Business Valuation, Private Equity, Business Development, Exit Strategies, M&A experience, Acquisitions, Executive Management, Strategic Consulting, Financial Modeling, Restructuring, Private Placements, Turn Around Management, Angel Investing, Growth Capital
Education
Rutgers Graduate School of Business
MBA, Finance/Investments
Rutgers, The State University of New Jersey-New Brunswick
BA, Sociology/City Planning
InBalance PRO LLC 2009 - Present
Corporate Finance Associates 1997 - 2009
McFaul & Lyons, Inc. 1995 - 1996
The Geneva Companies 1984 - 1995
Merrill Lynch 1981 - 1984
Prudential Insurance Co. of America 1972 - 1981
Skills
Mergers, Corporate Finance, Valuation, Divestitures, Business Planning, Management Consulting, Business Strategy, Small Business, Start-ups, Entrepreneur, Marketing Strategy, Accounting, Corporate Development, Negotiation, Entrepreneurship, QuickBooks, Bookkeeping, Payroll Services, Networking, Mergers & Acquisitions, Strategic Planning, Finance, Leadership, Venture Capital, Strategy, Financial Analysis, Training, Banking, Marketing, Investments, Management, Consulting, Sales, Due Diligence, Portfolio Management, Fundraising, Business Valuation, Private Equity, Business Development, Exit Strategies, M&A experience, Acquisitions, Executive Management, Strategic Consulting, Financial Modeling, Restructuring, Private Placements, Turn Around Management, Angel Investing, Growth Capital
Education
Rutgers Graduate School of Business
MBA, Finance/Investments
Rutgers, The State University of New Jersey-New Brunswick
BA, Sociology/City Planning
Sheryl Kolby Sheryl Kolby's Merrill Lynch Experience October 1996 - December 1997
Job Senior Production Coordinator at John Wieland Homes and Neighborhoods
Industry Construction
Experience
John Wieland Homes and Neighborhoods May 2015 - Present
John Wieland Homes and Neighborhoods July 2014 - May 2015
Kolby Construction Company March 1998 - July 2014
Prudential Carolinas Realty June 1998 - May 1999
Merrill Lynch October 1996 - December 1997
Skills
Marketing, Social Media Marketing, Social Media Advertising, Custom Remodeling, Organizational..., Leadership, Renovation, Sales, Microsoft Office, Market Analysis, Real Estate, Time Management, Listing Homes, NC Licensed Real Estate..., Home Builders, WordPress, Customer Service, Communication, Organization
Education
Rutgers University
Bachelor's degree, Business Managment
John Wieland Homes and Neighborhoods May 2015 - Present
John Wieland Homes and Neighborhoods July 2014 - May 2015
Kolby Construction Company March 1998 - July 2014
Prudential Carolinas Realty June 1998 - May 1999
Merrill Lynch October 1996 - December 1997
Skills
Marketing, Social Media Marketing, Social Media Advertising, Custom Remodeling, Organizational..., Leadership, Renovation, Sales, Microsoft Office, Market Analysis, Real Estate, Time Management, Listing Homes, NC Licensed Real Estate..., Home Builders, WordPress, Customer Service, Communication, Organization
Education
Rutgers University
Bachelor's degree, Business Managment
Elizabeth Cheng Elizabeth Cheng's Merrill Lynch Experience September 2008 - December 2008
Job Finance Manager at American Express
Industry Financial Services
Experience
American Express August 2015 - Present
American Express April 2014 - August 2015
American Express October 2011 - March 2014
Toys R Us June 2010 - September 2011
Goldman Sachs January 2009 - June 2010
Rutgers University Aresty Research Center September 2008 - May 2009
The Conference Board January 2009 - January 2009
Merrill Lynch September 2008 - December 2008
Skills
Finance, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Tax, Asset Management, Forecasting, PowerPoint, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science, Economics, Supply Chain Management and Marketing Science
Livingston High School 2002 — 2006
American Express August 2015 - Present
American Express April 2014 - August 2015
American Express October 2011 - March 2014
Toys R Us June 2010 - September 2011
Goldman Sachs January 2009 - June 2010
Rutgers University Aresty Research Center September 2008 - May 2009
The Conference Board January 2009 - January 2009
Merrill Lynch September 2008 - December 2008
Skills
Finance, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Tax, Asset Management, Forecasting, PowerPoint, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science, Economics, Supply Chain Management and Marketing Science
Livingston High School 2002 — 2006
Diana R. Ianni, CFP® Diana R. Ianni, CFP®'s Merrill Lynch Experience 1985 - 1993
Job Client Relationship Manager at Delta Financial Group, Inc.
Industry Financial Services
Experience
Delta Financial Group, Inc. November 2006 - Present
Smith Barney 1993 - 1995
Merrill Lynch 1985 - 1993
Skills
Account Management, Relationship Management, CRM, Financial Services, Investments, Customer Service, Portfolio Management, Mutual Funds
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1985
Bachelor's degree, Economics
Delta Financial Group, Inc. November 2006 - Present
Smith Barney 1993 - 1995
Merrill Lynch 1985 - 1993
Skills
Account Management, Relationship Management, CRM, Financial Services, Investments, Customer Service, Portfolio Management, Mutual Funds
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1985
Bachelor's degree, Economics
Andy De Marco Andy De Marco's Merrill Lynch Experience May 1997 - August 1998
Job Human Resources Business Partner at Bloomberg
Industry Financial Services
Experience
Bloomberg LP August 2015 - Present
American Express November 2006 - July 2015
PricewaterhouseCoopers July 2002 - October 2006
Arthur Andersen January 2001 - April 2002
Knowledge Propulsion Laboratory February 2000 - December 2000
PricewaterhouseCoopers August 1998 - February 2000
Merrill Lynch May 1997 - August 1998
Chase Manhattan Bank: Consumer 1995 - 1997
Skills
Change Management, Organizational..., Personnel Management, Performance Management, Organizational Design, Talent Management, Organizational..., Management Consulting, Succession Planning, Mergers, HR Transformation, Employee Engagement, Human Capital, Acquisition Integration, Onboarding, Leadership Development, Strategy, Executive Coaching, Mergers & Acquisitions, Performance Improvement, Human Resources, Leadership, 360 Feedback, Culture Change, Business Development, Workforce Planning, Stakeholder Management, Consulting, Talent Acquisition, Management Development, Strategic Planning, Coaching, Executive Development, Executive Pay, HR Consulting, Business Transformation, Employee Relations, Recruiting, Six Sigma, Career Development, Workshop Facilitation
Education
Rutgers University 2012 — 2013
Executive Masters, Human Resource Leadership for Emerging Markets
Teachers College of Columbia University 1995 — 1996
Master's degree, Organizational Psychology
Villanova University 1989 — 1993
Bachelor of Arts (B.A.), Psychology
Bloomberg LP August 2015 - Present
American Express November 2006 - July 2015
PricewaterhouseCoopers July 2002 - October 2006
Arthur Andersen January 2001 - April 2002
Knowledge Propulsion Laboratory February 2000 - December 2000
PricewaterhouseCoopers August 1998 - February 2000
Merrill Lynch May 1997 - August 1998
Chase Manhattan Bank: Consumer 1995 - 1997
Skills
Change Management, Organizational..., Personnel Management, Performance Management, Organizational Design, Talent Management, Organizational..., Management Consulting, Succession Planning, Mergers, HR Transformation, Employee Engagement, Human Capital, Acquisition Integration, Onboarding, Leadership Development, Strategy, Executive Coaching, Mergers & Acquisitions, Performance Improvement, Human Resources, Leadership, 360 Feedback, Culture Change, Business Development, Workforce Planning, Stakeholder Management, Consulting, Talent Acquisition, Management Development, Strategic Planning, Coaching, Executive Development, Executive Pay, HR Consulting, Business Transformation, Employee Relations, Recruiting, Six Sigma, Career Development, Workshop Facilitation
Education
Rutgers University 2012 — 2013
Executive Masters, Human Resource Leadership for Emerging Markets
Teachers College of Columbia University 1995 — 1996
Master's degree, Organizational Psychology
Villanova University 1989 — 1993
Bachelor of Arts (B.A.), Psychology
Christian Bonnesen Christian Bonnesen's Merrill Lynch Experience July 1989 - July 1990
Job Sr. Financial Consultant at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. September 2000 - Present
ALPS Technologies, Inc. August 1990 - August 2000
Merrill Lynch July 1989 - July 1990
Skills
Strategic Financial..., Estate Tax Planning, Estate Planning, Financial Planning, Life Insurance, Investment Management, Tax Planning, Alternative Investments, Cash Flow Forecasting, Series 7
Education
Rutgers University-New Brunswick 1986 — 1989
BS, Business Managment
Summit Financial Resources, Inc. September 2000 - Present
ALPS Technologies, Inc. August 1990 - August 2000
Merrill Lynch July 1989 - July 1990
Skills
Strategic Financial..., Estate Tax Planning, Estate Planning, Financial Planning, Life Insurance, Investment Management, Tax Planning, Alternative Investments, Cash Flow Forecasting, Series 7
Education
Rutgers University-New Brunswick 1986 — 1989
BS, Business Managment
Juanita Lewis, MBA Juanita Lewis, MBA's Merrill Lynch Experience August 1988 - July 1994
Job Senior Manager, Business Operations and Administration at IEEE
Industry Nonprofit Organization Management
Experience
IEEE April 2014 - Present
Borough Of Red Bank January 2009 - December 2014
IEEE November 2007 - April 2014
AVC Global Services Group, Inc. July 2006 - November 2007
Rutgers University 2003 - 2006
Telcordia Technologies 1995 - 2006
Greater Media 1994 - 1995
Merrill Lynch August 1988 - July 1994
Prudential Insurance 1985 - 1988
Skills
Accounting, Financial Analysis, Excel, Microsoft Office, Word, Financial Reporting, Microsoft Excel, Microsoft Word, Budgets, Strategic Planning, Nonprofits, Process Improvement, Forecasting, Analysis, Project Management, Customer Service, Business Process..., Community Development, Policy Analysis, Change Management, Contract Negotiation, Public Speaking, Entrepreneurship, Policy, Leadership, Project Planning, Training, Program Management, Management, Team Building, Leadership Development, Government, Fundraising, Strategy, Organizational..., Risk Management, Management Consulting, Business Development, Proposal Writing, Business Planning, Coaching, Research, Data Analysis, Team Leadership, Business Strategy, Event Planning, Event Management, Public Relations, Marketing, Negotiation
Education
Seton Hall University 1997 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1990 — 1994
BS, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1988
BA, Economics
Red Bank Regional High School 1979 — 1983
St. James Grammar School, Red Bank NJ
IEEE April 2014 - Present
Borough Of Red Bank January 2009 - December 2014
IEEE November 2007 - April 2014
AVC Global Services Group, Inc. July 2006 - November 2007
Rutgers University 2003 - 2006
Telcordia Technologies 1995 - 2006
Greater Media 1994 - 1995
Merrill Lynch August 1988 - July 1994
Prudential Insurance 1985 - 1988
Skills
Accounting, Financial Analysis, Excel, Microsoft Office, Word, Financial Reporting, Microsoft Excel, Microsoft Word, Budgets, Strategic Planning, Nonprofits, Process Improvement, Forecasting, Analysis, Project Management, Customer Service, Business Process..., Community Development, Policy Analysis, Change Management, Contract Negotiation, Public Speaking, Entrepreneurship, Policy, Leadership, Project Planning, Training, Program Management, Management, Team Building, Leadership Development, Government, Fundraising, Strategy, Organizational..., Risk Management, Management Consulting, Business Development, Proposal Writing, Business Planning, Coaching, Research, Data Analysis, Team Leadership, Business Strategy, Event Planning, Event Management, Public Relations, Marketing, Negotiation
Education
Seton Hall University 1997 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1990 — 1994
BS, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1988
BA, Economics
Red Bank Regional High School 1979 — 1983
St. James Grammar School, Red Bank NJ
Jason E. Moralez-Merritt Jason E. Moralez-Merritt's Merrill Lynch Experience September 2005 - Present
Job FXTrader at Merrill Lynch/ P/tGym Trainer
Industry Banking
Experience
Merrill Lynch September 2005 - Present
Chelsea Piers/ Club H January 2003 - Present
Buddy Media socials... 2005 - 2006
Buddy Media socials... 2005 - 2006
Cantor Fitzgerald May 2001 - September 2001
Skills
Marketing, Fitness Training, Fitness, Functional Training, Strategy, Microsoft Excel, Financial Modeling, Corrective Exercise, Strategic Financial..., Social Media, NASM, New Business Development, Microsoft Word, Strategic Planning, Leadership, Financial Planning, Public Speaking, Customer Service, Management, Microsoft Office, Social Networking
Education
Rutgers University-New Brunswick 1980 — 1985
B.S., Sociology/Biology
Merrill Lynch September 2005 - Present
Chelsea Piers/ Club H January 2003 - Present
Buddy Media socials... 2005 - 2006
Buddy Media socials... 2005 - 2006
Cantor Fitzgerald May 2001 - September 2001
Skills
Marketing, Fitness Training, Fitness, Functional Training, Strategy, Microsoft Excel, Financial Modeling, Corrective Exercise, Strategic Financial..., Social Media, NASM, New Business Development, Microsoft Word, Strategic Planning, Leadership, Financial Planning, Public Speaking, Customer Service, Management, Microsoft Office, Social Networking
Education
Rutgers University-New Brunswick 1980 — 1985
B.S., Sociology/Biology
Carrie Snyder Carrie Snyder's Merrill Lynch Experience December 1997 - March 2003
Job Family Faculty at Children's Specialized Hospital
Industry Hospital & Health Care
Experience
Children's Specialized Hospital March 2009 - Present
Merrill Lynch December 1997 - March 2003
MCI Corporation June 1993 - May 1997
Skills
Customer Service, Internal Communications, Data Analysis, Special Needs, PowerPoint, Microsoft Excel, Hospitals
Education
Rutgers University-New Brunswick 1987 — 1992
Bachelor's Degree, Psychology
Children's Specialized Hospital March 2009 - Present
Merrill Lynch December 1997 - March 2003
MCI Corporation June 1993 - May 1997
Skills
Customer Service, Internal Communications, Data Analysis, Special Needs, PowerPoint, Microsoft Excel, Hospitals
Education
Rutgers University-New Brunswick 1987 — 1992
Bachelor's Degree, Psychology
Debra Shipps Debra Shipps's Merrill Lynch Experience January 2012 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Feldstein Financial Group LLC August 2000 - January 2012
Merrill Lynch December 1996 - August 2000
JB Hanauer March 1992 - April 1996
Skills
Series 7, Series 63, Series 65, Series 99, Strategic Financial...
Education
Berkeley College-New York
Accounting and Business Management
Rutgers University
Bachelor's Degree, Labor Relations and Employment Law
Merrill Lynch January 2012 - Present
Feldstein Financial Group LLC August 2000 - January 2012
Merrill Lynch December 1996 - August 2000
JB Hanauer March 1992 - April 1996
Skills
Series 7, Series 63, Series 65, Series 99, Strategic Financial...
Education
Berkeley College-New York
Accounting and Business Management
Rutgers University
Bachelor's Degree, Labor Relations and Employment Law
William Kelly William Kelly's Merrill Lynch Experience May 2009 - August 2009
Job Senior Manager, M&A and Analytics at Intermedix
Industry Investment Banking
Experience
Intermedix September 2014 - Present
Citi June 2011 - June 2014
Citi June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Education
Rutgers University-New Brunswick 2007 — 2011
BS, Finance
Intermedix September 2014 - Present
Citi June 2011 - June 2014
Citi June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Education
Rutgers University-New Brunswick 2007 — 2011
BS, Finance
ANDREW MELNICK C.F.A. ANDREW MELNICK C.F.A.'s Merrill Lynch Experience January 1988 - November 2001
Job MANAGING PARTNER SKYVIEW INVESTMENT ADVISORS
Industry Financial Services
Experience
SKYVIEW INVESTMENT ADVISORS 2009 - Present
COPAL PARTNERS January 2007 - September 2011
SOMERSET CAPITAL ADVISORS February 2007 - April 2009
GOLDMAN SACHS January 2002 - December 2004
MERRILL LYNCH January 1988 - November 2001
WOOLCOTT AND COMPANY 1986 - 1988
LF ROTHSCHILD UNTERBERG TOWBIN 1981 - 1986
Skills
SENIOR GLOBAL EXECUTIVE, Financial Management, Strategic Planning, Investments, Asset Management, Managerial Finance, Equities, Portfolio Management, Hedge Funds, Capital Markets, Investment Banking, Alternative Investments, Financial Services, Financial Analysis, Financial Modeling, Equity Research, Financial Advisory, Mutual Funds, Strategy, Securities, Finance
Education
Rutgers University-New Brunswick
BA/MBA, MBA FINANCE/BA ECONOMICS
SKYVIEW INVESTMENT ADVISORS 2009 - Present
COPAL PARTNERS January 2007 - September 2011
SOMERSET CAPITAL ADVISORS February 2007 - April 2009
GOLDMAN SACHS January 2002 - December 2004
MERRILL LYNCH January 1988 - November 2001
WOOLCOTT AND COMPANY 1986 - 1988
LF ROTHSCHILD UNTERBERG TOWBIN 1981 - 1986
Skills
SENIOR GLOBAL EXECUTIVE, Financial Management, Strategic Planning, Investments, Asset Management, Managerial Finance, Equities, Portfolio Management, Hedge Funds, Capital Markets, Investment Banking, Alternative Investments, Financial Services, Financial Analysis, Financial Modeling, Equity Research, Financial Advisory, Mutual Funds, Strategy, Securities, Finance
Education
Rutgers University-New Brunswick
BA/MBA, MBA FINANCE/BA ECONOMICS
Gregg Tedeschi Gregg Tedeschi's Merrill Lynch Experience April 2013 - Present
Job Vice President at Merrill Lynch
Industry Banking
Experience
Merrill Lynch April 2013 - Present
Wells Fargo Advisors April 2010 - April 2013
Merrill Lynch September 2007 - March 2009
Merrill Lynch & Co September 2007 - March 2009
Merrill Lynch & Co June 2004 - August 2007
Morgan Stanley June 2002 - May 2004
Skills
Risk Management, Securities, Credit, Loans, Cash Management, Partner Relationship..., Bank Relationship..., Uniform Combined State..., Banking, Financial Services, Partner Management, Series 63, Series 7, Wealth Management, Financial Advisory, Mortgage Lending, Commercial Banking, Investment Advisory, Strategic Financial..., Private Banking
Education
Rutgers University-New Brunswick 1999 — 2004
Economics
Rutgers University-New Brunswick
Economics
Merrill Lynch April 2013 - Present
Wells Fargo Advisors April 2010 - April 2013
Merrill Lynch September 2007 - March 2009
Merrill Lynch & Co September 2007 - March 2009
Merrill Lynch & Co June 2004 - August 2007
Morgan Stanley June 2002 - May 2004
Skills
Risk Management, Securities, Credit, Loans, Cash Management, Partner Relationship..., Bank Relationship..., Uniform Combined State..., Banking, Financial Services, Partner Management, Series 63, Series 7, Wealth Management, Financial Advisory, Mortgage Lending, Commercial Banking, Investment Advisory, Strategic Financial..., Private Banking
Education
Rutgers University-New Brunswick 1999 — 2004
Economics
Rutgers University-New Brunswick
Economics
Chris Tiber Chris Tiber's Merrill Lynch Experience April 2003 - April 2011
Job Client and Account Production Stability and Support
Industry Financial Services
Experience
Bank of America - Merrill Lynch April 2011 - Present
Merrill Lynch April 2003 - April 2011
Merrill Lynch April 1997 - March 2001
Skills
Organizational..., Team Building, Financial Management
Education
Rutgers University-New Brunswick 2003 — 2007
BA, Economics
Bank of America - Merrill Lynch April 2011 - Present
Merrill Lynch April 2003 - April 2011
Merrill Lynch April 1997 - March 2001
Skills
Organizational..., Team Building, Financial Management
Education
Rutgers University-New Brunswick 2003 — 2007
BA, Economics
Jon Vernon Jon Vernon's Merrill Lynch Experience March 1999 - April 2000
Job Head of Global Markets Client Facing Technology at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America January 2002 - Present
Logistics.com 2000 - 2001
Merrill Lynch March 1999 - April 2000
Skills
Business Analysis, Portfolio Management, Banking, Vendor Management, Capital Markets, Risk Management, Financial Services, Derivatives, Financial Modeling, SDLC, Web Development, Process Improvement, ASP, Enterprise Architecture, IT Strategy, Project Management, Equities, Investment Banking, Trading Systems, Fixed Income, Management
Education
Rutgers University-New Brunswick 1991 — 1994
BA, Economics, Finance, Accounting
Bank of America January 2002 - Present
Logistics.com 2000 - 2001
Merrill Lynch March 1999 - April 2000
Skills
Business Analysis, Portfolio Management, Banking, Vendor Management, Capital Markets, Risk Management, Financial Services, Derivatives, Financial Modeling, SDLC, Web Development, Process Improvement, ASP, Enterprise Architecture, IT Strategy, Project Management, Equities, Investment Banking, Trading Systems, Fixed Income, Management
Education
Rutgers University-New Brunswick 1991 — 1994
BA, Economics, Finance, Accounting
Shelly Yen Shelly Yen's Merrill Lynch Experience June 2008 - December 2009
Job Vice President, Corporate Banking at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2011 - Present
Bank of America Merrill Lynch December 2009 - July 2011
Merrill Lynch June 2008 - December 2009
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2007 - January 2008
Johnson & Johnson September 2006 - June 2007
L'Oreal USA June 2006 - August 2006
Skills
Accounting, Analysis, Bloomberg, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Risk Management
Education
Rutgers University-New Brunswick 2003 — 2007
Bachelor of Science, Finance & Psychology
J.P. Morgan July 2011 - Present
Bank of America Merrill Lynch December 2009 - July 2011
Merrill Lynch June 2008 - December 2009
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2007 - January 2008
Johnson & Johnson September 2006 - June 2007
L'Oreal USA June 2006 - August 2006
Skills
Accounting, Analysis, Bloomberg, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Risk Management
Education
Rutgers University-New Brunswick 2003 — 2007
Bachelor of Science, Finance & Psychology
Kevin Porsolt's Merrill Lynch Experience May 2012 - August 2012
Job Global Corporate Actions Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Bloomberg LP January 2014 - June 2015
Bloomberg Government May 2013 - December 2013
Merrill Lynch May 2012 - August 2012
New Jersey Public Interest Research Group January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Data Analysis, Money Management, Management, Research, Inventory Management, PowerPoint, Social Networking, Bloomberg Software, Managing Database, Data Entry, Data Mining, Financial Markets, Statistics, SAS programming, SPSS, Stata, Microsoft Power Point, Public Speaking, Debate, Technical Writing, Grassroots Organizing, Client Development, Social Media, Economics, Leadership, Competitive Analysis, Business Development, Access, Analytics, Finance, Market Research, Public Policy, Financial Modeling, Program Management, Qualitative Research, Economic Research, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Economics/ Political Science
Bloomberg LP June 2015 - Present
Bloomberg LP January 2014 - June 2015
Bloomberg Government May 2013 - December 2013
Merrill Lynch May 2012 - August 2012
New Jersey Public Interest Research Group January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Data Analysis, Money Management, Management, Research, Inventory Management, PowerPoint, Social Networking, Bloomberg Software, Managing Database, Data Entry, Data Mining, Financial Markets, Statistics, SAS programming, SPSS, Stata, Microsoft Power Point, Public Speaking, Debate, Technical Writing, Grassroots Organizing, Client Development, Social Media, Economics, Leadership, Competitive Analysis, Business Development, Access, Analytics, Finance, Market Research, Public Policy, Financial Modeling, Program Management, Qualitative Research, Economic Research, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Economics/ Political Science
Thomas Drum Thomas Drum's Merrill Lynch Experience June 2015 - August 2015
Job Global Wealth Management Intern at Bank of America Merrill Lynch, Waiter at Fireside Grill & Bar
Industry Financial Services
Experience
Fireside Grill & Bar March 2012 - Present
Merrill Lynch June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, JavaScript, HTML, Leadership, Teamwork, PowerPoint
Education
Rutgers University-New Brunswick 2013 — 2017
Economics, Junior
Fireside Grill & Bar March 2012 - Present
Merrill Lynch June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, JavaScript, HTML, Leadership, Teamwork, PowerPoint
Education
Rutgers University-New Brunswick 2013 — 2017
Economics, Junior
Rebecca Tung's Merrill Lynch Experience June 2015 - August 2015
Job Student at Rutgers, The State University of New JerseyNew Brunswick
Industry Logistics and Supply Chain
Experience
AT&T October 2013 - Present
Merrill Lynch June 2015 - August 2015
Apple Montessori School May 2012 - August 2013
Frog Falls Aquatic Facility May 2010 - September 2012
Skills
Leadership, Public Speaking, Time Management, Social Media, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Customer Service, Research, Event Planning, Social Networking, First Aid
Education
Rutgers University-New Brunswick 2012 — 2016
Bachelor’s Degree, Major: Supply Chain Management, Minor: Economics
AT&T October 2013 - Present
Merrill Lynch June 2015 - August 2015
Apple Montessori School May 2012 - August 2013
Frog Falls Aquatic Facility May 2010 - September 2012
Skills
Leadership, Public Speaking, Time Management, Social Media, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Customer Service, Research, Event Planning, Social Networking, First Aid
Education
Rutgers University-New Brunswick 2012 — 2016
Bachelor’s Degree, Major: Supply Chain Management, Minor: Economics
Rick Akbar Rick Akbar's Merrill Lynch Experience April 2007 - August 2008
Job Client Service Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
Morgan Stanley Wealth Management August 2008 - July 2013
Merrill Lynch April 2007 - August 2008
Merrill Lynch September 2006 - April 2007
Skills
Equities, Fixed Income, Middle Office, Options, Securities, FINRA, Series 7, Account Reconciliation, Equity Trading, Microsoft Excel, PowerPoint, Outlook, ETFs, Uniform Combined State..., Auditing, External Audit, Financial Audits, Tax Preparation, SDLC, Business Analysis, Business Requirements, Requirements Gathering, Requirements Management, BRD, User Acceptance Testing, DTC, CFTC, Financial Accounting, Fundamental Analysis, Cost Accounting, GAAP, Oasys, Omgeo Oasys, Euroclear, Crest, Block Trading, ADRs, Microsoft Word, OTC, Derivatives, FX trading, Straight Through..., Financial Analysis, Client Service, Cross Selling, Up-selling, Private Banking, Client Services
Education
Villanova University
Master of Business Administration (M.B.A.), Finance, General
Villanova University
M.S., Accounting & Professional Consultancy
Rutgers, The State University of New Jersey-New Brunswick
B.S., Accounting
JPMorgan Chase July 2013 - Present
Morgan Stanley Wealth Management August 2008 - July 2013
Merrill Lynch April 2007 - August 2008
Merrill Lynch September 2006 - April 2007
Skills
Equities, Fixed Income, Middle Office, Options, Securities, FINRA, Series 7, Account Reconciliation, Equity Trading, Microsoft Excel, PowerPoint, Outlook, ETFs, Uniform Combined State..., Auditing, External Audit, Financial Audits, Tax Preparation, SDLC, Business Analysis, Business Requirements, Requirements Gathering, Requirements Management, BRD, User Acceptance Testing, DTC, CFTC, Financial Accounting, Fundamental Analysis, Cost Accounting, GAAP, Oasys, Omgeo Oasys, Euroclear, Crest, Block Trading, ADRs, Microsoft Word, OTC, Derivatives, FX trading, Straight Through..., Financial Analysis, Client Service, Cross Selling, Up-selling, Private Banking, Client Services
Education
Villanova University
Master of Business Administration (M.B.A.), Finance, General
Villanova University
M.S., Accounting & Professional Consultancy
Rutgers, The State University of New Jersey-New Brunswick
B.S., Accounting
Erin Salley Erin Salley's Merrill Lynch Experience September 2011 - May 2012
Job Veterinary Technician
Industry Veterinary
Experience
Chesterfield Veterinary Clinic May 2014 - Present
Pet Age November 2012 - Present
WYVERN Consulting, Ltd May 2012 - April 2013
Merrill Lynch September 2011 - May 2012
Skills
Fixed Income, Operations Management, Wealth Management, Retirement Planning, Banking, Risk Management, Insurance, Relationship Management, Financial Services, Financial Analysis, Retail Banking, Financial Advisory, Securities, Credit, Cash Management, Asset Allocation, Mortgage Lending, Loans, Asset, Retirement, Airlines, Strategic Financial..., Options, Investment Advisory, Business Process Mapping, Public Speaking, Social Media, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Psychology
St. Petersburg College
Associate's degree, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Chesterfield Veterinary Clinic May 2014 - Present
Pet Age November 2012 - Present
WYVERN Consulting, Ltd May 2012 - April 2013
Merrill Lynch September 2011 - May 2012
Skills
Fixed Income, Operations Management, Wealth Management, Retirement Planning, Banking, Risk Management, Insurance, Relationship Management, Financial Services, Financial Analysis, Retail Banking, Financial Advisory, Securities, Credit, Cash Management, Asset Allocation, Mortgage Lending, Loans, Asset, Retirement, Airlines, Strategic Financial..., Options, Investment Advisory, Business Process Mapping, Public Speaking, Social Media, Customer Service
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Psychology
St. Petersburg College
Associate's degree, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Maxim Rickelman's Merrill Lynch Experience January 2011 - June 2013
Job Finance
Industry Financial Services
Experience
QUASAR TRADING, LLC June 2014 - Present
UBS June 2013 - May 2014
Merrill Lynch January 2011 - June 2013
John Thomas Financial January 2010 - August 2010
Merrill Lynch June 2007 - May 2009
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Economics, Statistics
QUASAR TRADING, LLC June 2014 - Present
UBS June 2013 - May 2014
Merrill Lynch January 2011 - June 2013
John Thomas Financial January 2010 - August 2010
Merrill Lynch June 2007 - May 2009
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Economics, Statistics
Ricardo Kong's Merrill Lynch Experience October 2014 - Present
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch October 2014 - Present
JPMorgan Chase March 2010 - October 2014
AT&T November 2007 - March 2010
Merrill Lynch January 2008 - May 2008
Education
Rutgers University 2004 — 2008
Bachelor of Science, Finance
Merrill Lynch October 2014 - Present
JPMorgan Chase March 2010 - October 2014
AT&T November 2007 - March 2010
Merrill Lynch January 2008 - May 2008
Education
Rutgers University 2004 — 2008
Bachelor of Science, Finance
Tamara Doniloski's Merrill Lynch Experience December 2011 - September 2012
Job HR Generalist at Alcoa
Industry Human Resources
Experience
Alcoa Power and Propulsion June 2015 - Present
Olympus Corporation of the Americas September 2013 - June 2015
Olympus September 2012 - September 2013
Merrill Lynch December 2011 - September 2012
Bank of America Merrill Lynch May 2011 - September 2011
Skills
HR Recruiting, Administration, Client Services, Employee Relations, Compliance, Onboarding, Training, Recruiting, Employee Benefits, HR Policies, Management, New Hire Orientations, Applicant Tracking..., Temporary Placement, Talent Acquisition, Sales, Leadership, Human Resources, Hiring, Customer Service, Interviews, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
BS, Sociology, Minor in HR Management
Blair Academy 2002 — 2006
Alcoa Power and Propulsion June 2015 - Present
Olympus Corporation of the Americas September 2013 - June 2015
Olympus September 2012 - September 2013
Merrill Lynch December 2011 - September 2012
Bank of America Merrill Lynch May 2011 - September 2011
Skills
HR Recruiting, Administration, Client Services, Employee Relations, Compliance, Onboarding, Training, Recruiting, Employee Benefits, HR Policies, Management, New Hire Orientations, Applicant Tracking..., Temporary Placement, Talent Acquisition, Sales, Leadership, Human Resources, Hiring, Customer Service, Interviews, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
BS, Sociology, Minor in HR Management
Blair Academy 2002 — 2006
Kate Healy's Merrill Lynch Experience October 2006 - May 2008
Job Managing Director, Institutional Marketing at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional July 2012 - Present
TD Ameritrade Institutional February 2010 - August 2012
TD Ameritrade Institutional June 2008 - February 2010
Merrill Lynch October 2006 - May 2008
MetLife 2003 - 2006
MetLife Broker/Dealer group 2003 - 2006
Prudential Financial November 1998 - January 2001
Rosenfield Dentino October 1996 - November 1998
Anthem Health & Life Insurance February 1995 - October 1996
Home Life Insurance June 1986 - June 1994
Skills
Investments, IRA's, RIA, Wealth Management, Marketing Strategy, Marketing Communications, Product Management, Product Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
St. Frances Cabrini
TD Ameritrade Institutional July 2012 - Present
TD Ameritrade Institutional February 2010 - August 2012
TD Ameritrade Institutional June 2008 - February 2010
Merrill Lynch October 2006 - May 2008
MetLife 2003 - 2006
MetLife Broker/Dealer group 2003 - 2006
Prudential Financial November 1998 - January 2001
Rosenfield Dentino October 1996 - November 1998
Anthem Health & Life Insurance February 1995 - October 1996
Home Life Insurance June 1986 - June 1994
Skills
Investments, IRA's, RIA, Wealth Management, Marketing Strategy, Marketing Communications, Product Management, Product Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
St. Frances Cabrini
Christina Vanellis Christina Vanellis's Merrill Lynch Experience March 2005 - March 2007
Job Director of Business Development at Context Summits
Industry Financial Services
Experience
Context Summits March 2015 - Present
Goldman Sachs June 2010 - March 2015
Goldman Sachs March 2007 - May 2010
Merrill Lynch March 2005 - March 2007
Sedgwick, Detert, Moran & Arnold June 2003 - March 2005
Skills
Securities, Hedge Funds, Derivatives, Equities, Capital Markets, Due Diligence, Fixed Income, Securities Regulation, Alternative Investments, Investment Banking, Bloomberg, FINRA
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Arts (B.A.), Political Science
Context Summits March 2015 - Present
Goldman Sachs June 2010 - March 2015
Goldman Sachs March 2007 - May 2010
Merrill Lynch March 2005 - March 2007
Sedgwick, Detert, Moran & Arnold June 2003 - March 2005
Skills
Securities, Hedge Funds, Derivatives, Equities, Capital Markets, Due Diligence, Fixed Income, Securities Regulation, Alternative Investments, Investment Banking, Bloomberg, FINRA
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bachelor of Arts (B.A.), Political Science
Amanda Burrows, CIMA®, CIPM Amanda Burrows, CIMA®, CIPM's Merrill Lynch Experience April 2008 - Present
Job AVP Performance Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2008 - Present
Skills
Business Analysis, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investments, Portfolio Management, Process Improvement, Series 7, Risk Management
Education
Rutgers University 2000 — 2003
Bachelor of Science (B.S.), Mathematics and Computer Science
Merrill Lynch April 2008 - Present
Skills
Business Analysis, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investments, Portfolio Management, Process Improvement, Series 7, Risk Management
Education
Rutgers University 2000 — 2003
Bachelor of Science (B.S.), Mathematics and Computer Science
Adrian Schwartz's Merrill Lynch Experience June 2011 - July 2012
Job Wealth Management Professional
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
New Jersey Snow Tours, LLC August 2012 - Present
TD Ameritrade January 2014 - October 2014
Bank of America April 2013 - January 2014
Merrill Lynch June 2011 - July 2012
ADP January 2009 - July 2011
ADP September 2005 - December 2008
Skills
Competitive Analysis, Analysis, Strategy, Financial Analysis, Management, Budgets, Business Intelligence, Finance, Investments, Sales, Risk Management
Education
Rutgers, The State University of New Jersey-Rutgers Business School 2007 — 2011
MBA, Finance
Rutgers University-New Brunswick 2002 — 2004
B.A., Economics
TD Ameritrade October 2014 - Present
New Jersey Snow Tours, LLC August 2012 - Present
TD Ameritrade January 2014 - October 2014
Bank of America April 2013 - January 2014
Merrill Lynch June 2011 - July 2012
ADP January 2009 - July 2011
ADP September 2005 - December 2008
Skills
Competitive Analysis, Analysis, Strategy, Financial Analysis, Management, Budgets, Business Intelligence, Finance, Investments, Sales, Risk Management
Education
Rutgers, The State University of New Jersey-Rutgers Business School 2007 — 2011
MBA, Finance
Rutgers University-New Brunswick 2002 — 2004
B.A., Economics
Joseph Capriotti's Merrill Lynch Experience July 2013 - August 2013
Job Supervisor at Capriotti Brothers Fruit and Produce
Industry Financial Services
Experience
Capriotti Brothers Fruit and Produce June 2014 - Present
Merrill Lynch July 2013 - August 2013
Merrill Lynch July 2011 - August 2011
Skills
Economics, Financial Analysis, Microsoft Office, Microsoft Excel, Research, PowerPoint
Education
Rutgers University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Capriotti Brothers Fruit and Produce June 2014 - Present
Merrill Lynch July 2013 - August 2013
Merrill Lynch July 2011 - August 2011
Skills
Economics, Financial Analysis, Microsoft Office, Microsoft Excel, Research, PowerPoint
Education
Rutgers University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Kristine Hankins's Merrill Lynch Experience May 2001 - August 2001
Job Garvice Kincaid Endowed Associate Professor at University of Kentucky
Industry Higher Education
Experience
University of Kentucky June 2014 - Present
University of Kentucky June 2013 - June 2014
University of Kentucky August 2006 - May 2013
Merrill Lynch May 2001 - August 2001
PwC June 1998 - June 2000
Skills
Private Equity, Corporate Finance, Higher Education, Finance, Quantitative Finance, Qualitative Research, Management Consulting, University Teaching, Financial Analysis, Venture Capital, Statistical Modeling, Investments, Teaching, SAS
Education
University of Florida 2001 — 2006
Doctor of Philosophy (Ph.D.), Finance
Rutgers University 2000 — 2001
Master of Science (MS), Statistics
University of Chicago
Bachelor of Arts (B.A.), Political Science
Princeton High School
University of Kentucky June 2014 - Present
University of Kentucky June 2013 - June 2014
University of Kentucky August 2006 - May 2013
Merrill Lynch May 2001 - August 2001
PwC June 1998 - June 2000
Skills
Private Equity, Corporate Finance, Higher Education, Finance, Quantitative Finance, Qualitative Research, Management Consulting, University Teaching, Financial Analysis, Venture Capital, Statistical Modeling, Investments, Teaching, SAS
Education
University of Florida 2001 — 2006
Doctor of Philosophy (Ph.D.), Finance
Rutgers University 2000 — 2001
Master of Science (MS), Statistics
University of Chicago
Bachelor of Arts (B.A.), Political Science
Princeton High School
Greg Wolff Greg Wolff's Merrill Lynch Experience November 2006 - May 2007
Job Sales Director at GreyHeller, LLC
Industry Information Technology and Services
Experience
GreyHeller, LLC. February 2015 - Present
JP Morgan Chase & Co. July 2012 - August 2014
IBM Corporation December 2010 - July 2012
Penn Systems Group August 2007 - August 2010
Merrill Lynch November 2006 - May 2007
Verizon Enterprise Solutions March 2002 - July 2004
OpenText - Aquired GXS January 2000 - February 2002
GXS - Acquired IPNet Solutions March 1998 - January 2000
GXS - Acquired Premenos 1994 - 1998
Skills
SaaS, New Business Development, XML, Negotiation, SOA, Management Consulting, Enterprise Software, Cloud Computing, Business Intelligence, Integration, Management, Professional Services, Solution Selling, Strategy
Education
Rutgers University-New Brunswick 1983 — 1985
BA, Economics
GreyHeller, LLC. February 2015 - Present
JP Morgan Chase & Co. July 2012 - August 2014
IBM Corporation December 2010 - July 2012
Penn Systems Group August 2007 - August 2010
Merrill Lynch November 2006 - May 2007
Verizon Enterprise Solutions March 2002 - July 2004
OpenText - Aquired GXS January 2000 - February 2002
GXS - Acquired IPNet Solutions March 1998 - January 2000
GXS - Acquired Premenos 1994 - 1998
Skills
SaaS, New Business Development, XML, Negotiation, SOA, Management Consulting, Enterprise Software, Cloud Computing, Business Intelligence, Integration, Management, Professional Services, Solution Selling, Strategy
Education
Rutgers University-New Brunswick 1983 — 1985
BA, Economics
Les Weyant Les Weyant's Merrill Lynch Experience October 1995 - October 1998
Job Owner, Tarpon Software, LLC
Industry Computer Software
Experience
Tarpon Software. LLC July 2004 - Present
Clarc Services 2005 - 2007
Proximities, Inc. January 2004 - July 2004
Educational Testing Service October 2002 - January 2004
Wave Systems January 2001 - October 2001
Millstar Electronic Publishing January 2000 - January 2001
Hay Group 1998 - 2000
Merrill Lynch October 1995 - October 1998
Racal Datacom October 1985 - September 1995
Unisys June 1976 - July 1985
Skills
Software Engineering, Software Development, Project Management, Product Management, SQL, Microsoft SQL Server, Team Building, Project Planning, Testing, IP, Agile Methodologies, Integration, Linux, Program Management, System Architecture, Requirements Analysis, Process Improvement, TCP/IP, Product Development, Wireless, Embedded Systems, Product Marketing, Cross-functional Team..., Enterprise Software, SaaS, Requirements Gathering, Cloud Computing, Telecommunications, Object Oriented Design, Visual C++, Team Leadership, Unix, XML, Architecture, Business Analysis, Databases, Visio, C, Software Documentation, Systems Engineering, Troubleshooting, SDLC, Security, IT Strategy, Disaster Recovery, Vendor Management, SOA, Data Center, Software Project..., Professional Services
Education
Temple University - Fox School of Business and Management 1976 — 1981
MBA, Computer & Information Science
Rutgers University-New Brunswick 1965 — 1969
BS, Enginering
Tarpon Software. LLC July 2004 - Present
Clarc Services 2005 - 2007
Proximities, Inc. January 2004 - July 2004
Educational Testing Service October 2002 - January 2004
Wave Systems January 2001 - October 2001
Millstar Electronic Publishing January 2000 - January 2001
Hay Group 1998 - 2000
Merrill Lynch October 1995 - October 1998
Racal Datacom October 1985 - September 1995
Unisys June 1976 - July 1985
Skills
Software Engineering, Software Development, Project Management, Product Management, SQL, Microsoft SQL Server, Team Building, Project Planning, Testing, IP, Agile Methodologies, Integration, Linux, Program Management, System Architecture, Requirements Analysis, Process Improvement, TCP/IP, Product Development, Wireless, Embedded Systems, Product Marketing, Cross-functional Team..., Enterprise Software, SaaS, Requirements Gathering, Cloud Computing, Telecommunications, Object Oriented Design, Visual C++, Team Leadership, Unix, XML, Architecture, Business Analysis, Databases, Visio, C, Software Documentation, Systems Engineering, Troubleshooting, SDLC, Security, IT Strategy, Disaster Recovery, Vendor Management, SOA, Data Center, Software Project..., Professional Services
Education
Temple University - Fox School of Business and Management 1976 — 1981
MBA, Computer & Information Science
Rutgers University-New Brunswick 1965 — 1969
BS, Enginering
Lisa Rossello's Merrill Lynch Experience 1997 - 1999
Job Hebrew Teacher at Temple Sholom of Scotch Plains/Fanwood, NJ
Industry Health, Wellness and Fitness
Experience
Temple Sholom of Scotch Plains/Fanwood, NJ 2015 - Present
Walgreens 2014 - 2015
Temple Sholom of Scotch Plains/Fanwood, NJ 2013 - May 2014
CGI Racing 2013 - 2013
Merrill Lynch Trust Company 1999 - 2002
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Merrill Lynch 1995 - 1996
Rutgers Preparatory School 1993 - 1995
Skills
Health Promotion, Health Program Planning, Event Planning, Marketing Event Planning, Wellness, Fitness, Nutrition, Lifestyle, Communication, Superior Client Service, Coaching, Public Speaking, Fundraising, Program Development, Nonprofits
Education
University of Medicine and Dentistry of New Jersey - School of Public Health 2006 — 2009
MPH, Health Education / Behavioral Science
Rutgers University-New Brunswick 1984 — 1988
BA, Communication / Psychology
Temple Sholom of Scotch Plains/Fanwood, NJ 2015 - Present
Walgreens 2014 - 2015
Temple Sholom of Scotch Plains/Fanwood, NJ 2013 - May 2014
CGI Racing 2013 - 2013
Merrill Lynch Trust Company 1999 - 2002
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Merrill Lynch 1995 - 1996
Rutgers Preparatory School 1993 - 1995
Skills
Health Promotion, Health Program Planning, Event Planning, Marketing Event Planning, Wellness, Fitness, Nutrition, Lifestyle, Communication, Superior Client Service, Coaching, Public Speaking, Fundraising, Program Development, Nonprofits
Education
University of Medicine and Dentistry of New Jersey - School of Public Health 2006 — 2009
MPH, Health Education / Behavioral Science
Rutgers University-New Brunswick 1984 — 1988
BA, Communication / Psychology
Seth Meyer's Merrill Lynch Experience November 1996 - March 2006
Job Senior QA Analyst at Interactive Data
Industry Financial Services
Experience
Interactive Data March 2006 - Present
Merrill Lynch November 1996 - March 2006
Information Builders Inc October 1990 - November 1996
Skills
Market Data, SDLC, Reference Data, Trading Systems, Fixed Income, Sybase, User Acceptance Testing, Unix, Electronic Trading, Requirements Analysis, SQL, Business Analysis, Quality Center, Agile Methodologies, SBM Administration, Testing, Test Planning, Integration, Software Development, Quality Assurance, Perl, Software Project..., Software Quality..., Business Requirements, Test Automation, Scrum, Requirements Gathering, Visio, QTP, CNN Newsource
Education
Rutgers University-New Brunswick 1986 — 1990
BA, Computer Science
Leonia High School 1982 — 1986
Interactive Data March 2006 - Present
Merrill Lynch November 1996 - March 2006
Information Builders Inc October 1990 - November 1996
Skills
Market Data, SDLC, Reference Data, Trading Systems, Fixed Income, Sybase, User Acceptance Testing, Unix, Electronic Trading, Requirements Analysis, SQL, Business Analysis, Quality Center, Agile Methodologies, SBM Administration, Testing, Test Planning, Integration, Software Development, Quality Assurance, Perl, Software Project..., Software Quality..., Business Requirements, Test Automation, Scrum, Requirements Gathering, Visio, QTP, CNN Newsource
Education
Rutgers University-New Brunswick 1986 — 1990
BA, Computer Science
Leonia High School 1982 — 1986
Jordan Gibbs Jordan Gibbs's Merrill Lynch Experience October 2012 - March 2013
Job PGA Assistant Golf Professional at Gulph Mills Golf Club
Industry Sports
Experience
Gulph Mills Golf Club April 2015 - Present
Jupiter Island Club November 2013 - April 2015
Huntingdon Valley Country Club March 2013 - November 2014
Merrill Lynch October 2012 - March 2013
Student Athlete Advisory Committee January 2008 - January 2010
Rutgers University January 2006 - January 2010
Skills
Economics, Social Media, PowerPoint, Financial Analysis, Microsoft Excel, Sales, Customer Service, Equities, Employee Stock Options, Golf, Time Management, Social Media Marketing, Leadership, Finance, Social Networking, Investments, Valuation, Sports Marketing, Sports, Athletics
Education
The University of Queensland 2010 — 2011
Study Abroad, Applied Econometrics
Rutgers University-New Brunswick 2006 — 2010
BA, Economics
Princeton High School 2002 — 2006
Gulph Mills Golf Club April 2015 - Present
Jupiter Island Club November 2013 - April 2015
Huntingdon Valley Country Club March 2013 - November 2014
Merrill Lynch October 2012 - March 2013
Student Athlete Advisory Committee January 2008 - January 2010
Rutgers University January 2006 - January 2010
Skills
Economics, Social Media, PowerPoint, Financial Analysis, Microsoft Excel, Sales, Customer Service, Equities, Employee Stock Options, Golf, Time Management, Social Media Marketing, Leadership, Finance, Social Networking, Investments, Valuation, Sports Marketing, Sports, Athletics
Education
The University of Queensland 2010 — 2011
Study Abroad, Applied Econometrics
Rutgers University-New Brunswick 2006 — 2010
BA, Economics
Princeton High School 2002 — 2006
Swaroop Barik Swaroop Barik's Merrill Lynch Experience October 2012 - October 2014
Job Portfolio Oversight Manager at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management March 2015 - Present
U.S. Trust, Bank of America Private Wealth Management October 2014 - March 2015
Merrill Lynch October 2012 - October 2014
Scottrade, Inc July 2008 - October 2012
U.S. Army Communications Life Cycle Command September 2005 - July 2008
Skills
Corporate Finance, Securities, Investment Strategies, Strategic Financial..., Financial Advisory, Series 7, Portfolio Management, Investments, Mutual Funds, Series 63, Asset Allocation, Series 65, Trading, Investment Advisory, FINRA, Financial Markets, Fixed Income, Equities, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
B.S., Economics
EBHS 2002 — 2005
U.S. Trust, Bank of America Private Wealth Management March 2015 - Present
U.S. Trust, Bank of America Private Wealth Management October 2014 - March 2015
Merrill Lynch October 2012 - October 2014
Scottrade, Inc July 2008 - October 2012
U.S. Army Communications Life Cycle Command September 2005 - July 2008
Skills
Corporate Finance, Securities, Investment Strategies, Strategic Financial..., Financial Advisory, Series 7, Portfolio Management, Investments, Mutual Funds, Series 63, Asset Allocation, Series 65, Trading, Investment Advisory, FINRA, Financial Markets, Fixed Income, Equities, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
B.S., Economics
EBHS 2002 — 2005
Lawrence Shen Lawrence Shen's Merrill Lynch Experience May 2012 - August 2012
Job Financial Services
Industry Investment Banking
Experience
S&P Dow Jones Indices June 2015 - Present
Moody's Investors Service February 2015 - June 2015
Bloomberg LP March 2014 - January 2015
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance, Wealth Management, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science, Economics
S&P Dow Jones Indices June 2015 - Present
Moody's Investors Service February 2015 - June 2015
Bloomberg LP March 2014 - January 2015
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance, Wealth Management, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science, Economics
Andrew Kratz Andrew Kratz's Merrill Lynch Experience 1994 - 2007
Job President of Social Edge Consulting, LLC
Industry Management Consulting
Experience
Social Edge Consulting, LLC February 2012 - Present
The McGraw-Hill Companies July 2007 - January 2012
Merrill Lynch 1994 - 2007
Sea-Land Services 1992 - 1994
Amerada Hess 1991 - 1992
Skills
IT Strategy, Business Strategy, Strategic Planning, CRM, Enterprise Software, Analytics, Thought Leadership, Program Management, SDLC, Product Development, Technology Leadership, Intranet, Social Collaboration, Outsourcing, Leadership, Vendor Management, Integration, Management, Project Management, Business Analysis, PMO, Consulting, Risk Management, Business Process..., Strategy, Social Media, Project Portfolio..., Management Consulting, Cross-functional Team..., Process Improvement, SaaS, Business Transformation, Quality Assurance, Enterprise Architecture, Financial Services, Business Intelligence, Strategic Partnerships, Software Project..., Executive Management, Mergers & Acquisitions, Business Process, Cloud Computing, Integrated Marketing, Professional Services, Start-ups, Information Technology, Product Management
Education
Rutgers University-New Brunswick 1995 — 1998
MBA, Finance
The College of New Jersey 1987 — 1991
BS, Computer Science
University of Portsmouth 1989 — 1989
International Exchange Student, Computer Software Engineering
Social Edge Consulting, LLC February 2012 - Present
The McGraw-Hill Companies July 2007 - January 2012
Merrill Lynch 1994 - 2007
Sea-Land Services 1992 - 1994
Amerada Hess 1991 - 1992
Skills
IT Strategy, Business Strategy, Strategic Planning, CRM, Enterprise Software, Analytics, Thought Leadership, Program Management, SDLC, Product Development, Technology Leadership, Intranet, Social Collaboration, Outsourcing, Leadership, Vendor Management, Integration, Management, Project Management, Business Analysis, PMO, Consulting, Risk Management, Business Process..., Strategy, Social Media, Project Portfolio..., Management Consulting, Cross-functional Team..., Process Improvement, SaaS, Business Transformation, Quality Assurance, Enterprise Architecture, Financial Services, Business Intelligence, Strategic Partnerships, Software Project..., Executive Management, Mergers & Acquisitions, Business Process, Cloud Computing, Integrated Marketing, Professional Services, Start-ups, Information Technology, Product Management
Education
Rutgers University-New Brunswick 1995 — 1998
MBA, Finance
The College of New Jersey 1987 — 1991
BS, Computer Science
University of Portsmouth 1989 — 1989
International Exchange Student, Computer Software Engineering
Hari Rajaraman Hari Rajaraman's Merrill Lynch Experience July 2010 - January 2012
Job Senior Software Engineer at LinkedIn
Industry Internet
Experience
LinkedIn March 2015 - Present
LinkedIn January 2014 - Present
LinkedIn May 2013 - August 2013
Amazon January 2012 - August 2012
Merrill Lynch July 2010 - January 2012
Microsoft May 2009 - August 2009
IBM May 2008 - August 2008
Skills
Software Design, Java, Software Development, Design Patterns, JavaScript, Git, Python, Eclipse, Algorithms, College Basketball, Networking, .NET, Objective-C, Web Services, Agile Methodologies, C#, XML, Distributed Systems, Java Enterprise Edition, Linux
Education
University of Pennsylvania 2012 — 2013
MS, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science, Computer Science
LinkedIn March 2015 - Present
LinkedIn January 2014 - Present
LinkedIn May 2013 - August 2013
Amazon January 2012 - August 2012
Merrill Lynch July 2010 - January 2012
Microsoft May 2009 - August 2009
IBM May 2008 - August 2008
Skills
Software Design, Java, Software Development, Design Patterns, JavaScript, Git, Python, Eclipse, Algorithms, College Basketball, Networking, .NET, Objective-C, Web Services, Agile Methodologies, C#, XML, Distributed Systems, Java Enterprise Edition, Linux
Education
University of Pennsylvania 2012 — 2013
MS, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science, Computer Science
Andre Lawrence Andre Lawrence's Merrill Lynch Experience August 2006 - April 2007
Job
Industry Information Technology and Services
Experience
Commerce Technology Solutions (CTS Platform) October 2011 - March 2013
Clear Channel Radio January 2011 - October 2011
TransitCenter, Inc. March 2009 - August 2009
RTTS June 2006 - February 2009
Pfizer April 2007 - December 2008
Merrill Lynch August 2006 - April 2007
Johnson & Johnson January 2005 - April 2006
Skills
Testing, Quality Assurance, Quality Center, Visio, SQL, Microsoft SQL Server, Software Quality..., Test Cases, HTML, Web Testing, E-commerce, User Acceptance Testing, Regression Testing, Cross-browser..., Software Documentation, TFS, JIRA, ALM, Web Content Management, SDLC, Defect Tracking, Agile Methodologies, Requirements Analysis, Linux, Test Automation, MS Project, Oracle, HP Quality Center
Education
Rutgers University-New Brunswick 2001 — 2006
BS, Applied Sciences Engineering
Commerce Technology Solutions (CTS Platform) October 2011 - March 2013
Clear Channel Radio January 2011 - October 2011
TransitCenter, Inc. March 2009 - August 2009
RTTS June 2006 - February 2009
Pfizer April 2007 - December 2008
Merrill Lynch August 2006 - April 2007
Johnson & Johnson January 2005 - April 2006
Skills
Testing, Quality Assurance, Quality Center, Visio, SQL, Microsoft SQL Server, Software Quality..., Test Cases, HTML, Web Testing, E-commerce, User Acceptance Testing, Regression Testing, Cross-browser..., Software Documentation, TFS, JIRA, ALM, Web Content Management, SDLC, Defect Tracking, Agile Methodologies, Requirements Analysis, Linux, Test Automation, MS Project, Oracle, HP Quality Center
Education
Rutgers University-New Brunswick 2001 — 2006
BS, Applied Sciences Engineering
John Trzeciak John Trzeciak's Merrill Lynch Experience July 2009 - Present
Job Councilman, Borough of South River
Industry Financial Services
Experience
Merrill Lynch July 2009 - Present
Borough of South River January 2007 - Present
Education
Rutgers University-New Brunswick 1992 — 1996
Bachelors, Economics, Labor Studies
Merrill Lynch July 2009 - Present
Borough of South River January 2007 - Present
Education
Rutgers University-New Brunswick 1992 — 1996
Bachelors, Economics, Labor Studies
Apurva Mehta's Merrill Lynch Experience 1998 - 1999
Job Senior Vice President, Enterprise Architecture at Neuberger Berman
Industry Computer Software
Experience
Neuberger Berman September 2013 - Present
Morgan Stanley Wealth Management 2009 - 2013
Morgan Stanley 2006 - 2009
Morgan Stanley 2001 - 2006
Macrothink 1999 - 2001
Merrill Lynch 1998 - 1999
Skills
IT Strategy, Software Project..., Project Management, Information Technology, Mobile Applications, Enterprise Architecture, SDLC, Cloud Computing, Strategy, Enterprise Software, Integration, Agile Methodologies, Leadership, Data Center, Business Analysis, Management, Vendor Management, Business Intelligence, Offshoring, Financial Services, Project Portfolio..., Trading Systems, Risk Management, Solution Architecture, Outsourcing, Security, Mobile Platforms, SOA, Architecture, Program Management, Software Development, Scrum, Mobile Devices, Cross-functional Team..., Product Management, .NET, Governance, IT Management, PMO, Infrastructure, Architectures
Education
Rutgers University
MS, Chemical Engineering
State University of New York at Stony Brook
MS, Technical Systems Management
The Maharaja Sayajirao University of Baroda
BE, Chemical Engineering
Neuberger Berman September 2013 - Present
Morgan Stanley Wealth Management 2009 - 2013
Morgan Stanley 2006 - 2009
Morgan Stanley 2001 - 2006
Macrothink 1999 - 2001
Merrill Lynch 1998 - 1999
Skills
IT Strategy, Software Project..., Project Management, Information Technology, Mobile Applications, Enterprise Architecture, SDLC, Cloud Computing, Strategy, Enterprise Software, Integration, Agile Methodologies, Leadership, Data Center, Business Analysis, Management, Vendor Management, Business Intelligence, Offshoring, Financial Services, Project Portfolio..., Trading Systems, Risk Management, Solution Architecture, Outsourcing, Security, Mobile Platforms, SOA, Architecture, Program Management, Software Development, Scrum, Mobile Devices, Cross-functional Team..., Product Management, .NET, Governance, IT Management, PMO, Infrastructure, Architectures
Education
Rutgers University
MS, Chemical Engineering
State University of New York at Stony Brook
MS, Technical Systems Management
The Maharaja Sayajirao University of Baroda
BE, Chemical Engineering
Srin Subra's Merrill Lynch Experience May 2004 - September 2004
Job Vice President at Accordion Partners
Industry Investment Management
Experience
Accordion Partners 2013 - Present
University of Chicago August 2011 - July 2013
High Street Capital June 2012 - August 2012
Monroe Capital March 2012 - June 2012
Portfolio Co. Guggenheim January 2009 - April 2010
QIF (Soros Fund Management) January 2007 - July 2008
Bear Stearns July 2005 - January 2007
Global eProcure 2002 - 2005
Merrill Lynch May 2004 - September 2004
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Accounting and Finance
Rutgers University-New Brunswick 2001 — 2005
B.S., Dual Degree in Finance & Economics
Accordion Partners 2013 - Present
University of Chicago August 2011 - July 2013
High Street Capital June 2012 - August 2012
Monroe Capital March 2012 - June 2012
Portfolio Co. Guggenheim January 2009 - April 2010
QIF (Soros Fund Management) January 2007 - July 2008
Bear Stearns July 2005 - January 2007
Global eProcure 2002 - 2005
Merrill Lynch May 2004 - September 2004
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Accounting and Finance
Rutgers University-New Brunswick 2001 — 2005
B.S., Dual Degree in Finance & Economics
Beth Stern's Merrill Lynch Experience November 1994 - 1999
Job
Industry Human Resources
Experience
McGraw-Hill Education October 2013 - Present
Fujitsu America 2009 - 2011
Revlon, Inc. 2007 - 2009
Accenture HR Services 2005 - 2007
Capgemini 2000 - 2005
Avon 1999 - 2000
Merrill Lynch November 1994 - 1999
Skills
Deferred Compensation, HRIS, Workforce Planning, Employee Engagement, Incentive Programs, Broad-based Compensation, Workday, Strategy, PeopleSoft, Executive Pay, Compensation Structure..., Market Pricing, Compensation Structures, Human Resources, Employee Training, Job Analysis, Variable Pay Design, Compensation Strategies, Organizational Design, HR Transformation, Global Compensation, Succession Planning, Cross-functional Team...
Education
Columbia High school
Rutgers, The State University of New Jersey-New Brunswick
MS
Tulane University
BS
McGraw-Hill Education October 2013 - Present
Fujitsu America 2009 - 2011
Revlon, Inc. 2007 - 2009
Accenture HR Services 2005 - 2007
Capgemini 2000 - 2005
Avon 1999 - 2000
Merrill Lynch November 1994 - 1999
Skills
Deferred Compensation, HRIS, Workforce Planning, Employee Engagement, Incentive Programs, Broad-based Compensation, Workday, Strategy, PeopleSoft, Executive Pay, Compensation Structure..., Market Pricing, Compensation Structures, Human Resources, Employee Training, Job Analysis, Variable Pay Design, Compensation Strategies, Organizational Design, HR Transformation, Global Compensation, Succession Planning, Cross-functional Team...
Education
Columbia High school
Rutgers, The State University of New Jersey-New Brunswick
MS
Tulane University
BS
Daniel J. Park's Merrill Lynch Experience 2009 - 2009
Job Finance Manager at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. 2015 - Present
NBCUniversal, Inc. 2013 - 2015
Macy's 2011 - 2013
Meridian Partners 2010 - 2010
Merrill Lynch 2009 - 2009
Skills
Strategic Financial..., Finance, Financial Planning, Financial Modeling, Valuation, Mergers & Acquisitions, Financial Analysis, Investment Banking, Microsoft Excel, Business Strategy, Corporate Development, Management, Corporate Finance, Analysis, PowerPoint, Financial Statement..., Financial Reporting, Corporate FP&A, Managerial Finance, Financial Accounting, SAP, SAP BW, SAP Implementation, SAP BI, SAP ERP, SAP Netweaver, Oracle Applications, Oracle E-Business Suite, SNL, Bloomberg, Capital IQ, FactSet
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (M.S.), Finance
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Economics and Philosophy
NBCUniversal, Inc. 2015 - Present
NBCUniversal, Inc. 2013 - 2015
Macy's 2011 - 2013
Meridian Partners 2010 - 2010
Merrill Lynch 2009 - 2009
Skills
Strategic Financial..., Finance, Financial Planning, Financial Modeling, Valuation, Mergers & Acquisitions, Financial Analysis, Investment Banking, Microsoft Excel, Business Strategy, Corporate Development, Management, Corporate Finance, Analysis, PowerPoint, Financial Statement..., Financial Reporting, Corporate FP&A, Managerial Finance, Financial Accounting, SAP, SAP BW, SAP Implementation, SAP BI, SAP ERP, SAP Netweaver, Oracle Applications, Oracle E-Business Suite, SNL, Bloomberg, Capital IQ, FactSet
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (M.S.), Finance
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Economics and Philosophy
Bruce E. King's Merrill Lynch Experience 2000 - Present
Job Sole Proprietor at B. King Productions
Industry Media Production
Experience
Bank of America June 2009 - Present
Verizon 2008 - Present
Morgan Stanley 2002 - Present
Merrill Lynch 2000 - Present
Sportvision Inc 1998 - Present
American Express 1990 - Present
B. King Production January 1985 - Present
Pru-TV 1985 - Present
B. King Productions January 1984 - Present
AICPA 1990 - 2013
Skills
Lighting, Television, Troubleshooting, Video Production, Camera, Video, Broadcast, Producing, New Media, Multimedia, Broadcast Television, HD Video, Media Production, Digital Media, Entertainment, Film, Post Production, Advertising, Production Managment, Digital Video, Camera Operating, Sound, Live Events, Commercials, Film Production, Videography, Camera Operation
Education
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1979
Bachelor of Arts (B.A.), Urban Mass Communication
Bank of America June 2009 - Present
Verizon 2008 - Present
Morgan Stanley 2002 - Present
Merrill Lynch 2000 - Present
Sportvision Inc 1998 - Present
American Express 1990 - Present
B. King Production January 1985 - Present
Pru-TV 1985 - Present
B. King Productions January 1984 - Present
AICPA 1990 - 2013
Skills
Lighting, Television, Troubleshooting, Video Production, Camera, Video, Broadcast, Producing, New Media, Multimedia, Broadcast Television, HD Video, Media Production, Digital Media, Entertainment, Film, Post Production, Advertising, Production Managment, Digital Video, Camera Operating, Sound, Live Events, Commercials, Film Production, Videography, Camera Operation
Education
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1979
Bachelor of Arts (B.A.), Urban Mass Communication
Stephanie Tamburello Harris's Merrill Lynch Experience July 1999 - November 2001
Job VP, HR at Oil Price Information Service (OPIS)
Industry Human Resources
Experience
Oil Price Information Service (OPIS) September 2014 - Present
United Communications Group (UCG) January 2008 - September 2014
The Mills Corporation May 2005 - 2007
Merrill Lynch July 1999 - November 2001
Merrill Lynch November 1996 - July 1999
Education
University of Maryland University College
HR Management
Rutgers University-New Brunswick
Oil Price Information Service (OPIS) September 2014 - Present
United Communications Group (UCG) January 2008 - September 2014
The Mills Corporation May 2005 - 2007
Merrill Lynch July 1999 - November 2001
Merrill Lynch November 1996 - July 1999
Education
University of Maryland University College
HR Management
Rutgers University-New Brunswick
Umer Ahmad, MBA's Merrill Lynch Experience 2000 - 2001
Job Trading and Risk Systems Professional
Industry Capital Markets
Experience
Northern Trust September 2013 - Present
Chicago Mercantile Exchange January 2011 - March 2013
Intercontinental Exchange July 2010 - December 2010
QRM November 2007 - May 2010
Bank of America 2002 - 2007
Merrill Lynch 2000 - 2001
Skills
Business Analysis, Financial Risk, Derivatives, Trading Systems, Middle Office, Interest Rate..., Market Data, Capital Markets, Options, Trading, Risk Management, Fixed Income, Electronic Trading, Market Risk, Credit Derivatives, Financial Markets, Banking, Equity Derivatives, Quantitative Finance, Equities, Swaps, VAR, Unix, CDS, Requirements Analysis, Valuation, Settlement, Liquidity Risk, Interest Rate Swaps, Stress Testing, ALM, Time Series Analysis, Databases, Bloomberg, Rates, Financial Analysis, SDLC, Financial Modeling
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Finance, Statistics, Econometrics
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BS, Computer Science
Northern Trust September 2013 - Present
Chicago Mercantile Exchange January 2011 - March 2013
Intercontinental Exchange July 2010 - December 2010
QRM November 2007 - May 2010
Bank of America 2002 - 2007
Merrill Lynch 2000 - 2001
Skills
Business Analysis, Financial Risk, Derivatives, Trading Systems, Middle Office, Interest Rate..., Market Data, Capital Markets, Options, Trading, Risk Management, Fixed Income, Electronic Trading, Market Risk, Credit Derivatives, Financial Markets, Banking, Equity Derivatives, Quantitative Finance, Equities, Swaps, VAR, Unix, CDS, Requirements Analysis, Valuation, Settlement, Liquidity Risk, Interest Rate Swaps, Stress Testing, ALM, Time Series Analysis, Databases, Bloomberg, Rates, Financial Analysis, SDLC, Financial Modeling
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Finance, Statistics, Econometrics
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BS, Computer Science
Ian Boyle, PMP's Merrill Lynch Experience July 2007 - May 2009
Job Project Manager
Industry Financial Services
Experience
Bank of America May 2009 - July 2015
Merrill Lynch July 2007 - May 2009
Johnson & Johnson Inc., Corporate Information Management May 2006 - May 2007
Rutgers University, Physics Department April 2005 - September 2005
Skills
Business Analysis, Problem Solving, PMP, Change Management, Strategic Planning, Project Management, Risk Management, Microsoft Excel
Education
Rutgers University-New Brunswick 2003 — 2007
B.S., Computer Science, Astronomy
The George Washington University - School of Business
Master's Certificate, Project Management
Bank of America May 2009 - July 2015
Merrill Lynch July 2007 - May 2009
Johnson & Johnson Inc., Corporate Information Management May 2006 - May 2007
Rutgers University, Physics Department April 2005 - September 2005
Skills
Business Analysis, Problem Solving, PMP, Change Management, Strategic Planning, Project Management, Risk Management, Microsoft Excel
Education
Rutgers University-New Brunswick 2003 — 2007
B.S., Computer Science, Astronomy
The George Washington University - School of Business
Master's Certificate, Project Management
Charles Bae's Merrill Lynch Experience December 1997 - Present
Job Northeast Regional Manager Financial Advisor Training Program
Industry Financial Services
Experience
Merrill Lynch December 1997 - Present
Merrill Lynch December 1997 - Present
Skills
Series 7, Wealth Management, Equities, Series 63, Asset Management, Investments, Securities, Portfolio Management, Financial Services, Wealth Management..., Series 65, Series 24, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick
Master of Business Administration (MBA), Finance, General
Merrill Lynch December 1997 - Present
Merrill Lynch December 1997 - Present
Skills
Series 7, Wealth Management, Equities, Series 63, Asset Management, Investments, Securities, Portfolio Management, Financial Services, Wealth Management..., Series 65, Series 24, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick
Master of Business Administration (MBA), Finance, General
Kristen Beckbissinger's Merrill Lynch Experience 2004 - June 2014
Job at J.P. Morgan Chase
Industry Investment Banking
Experience
J.P. Morgan Chase May 2014 - Present
Merrill Lynch 2004 - June 2014
Education
Jacksonville University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Rutgers University-New Brunswick 2000 — 2004
J.P. Morgan Chase May 2014 - Present
Merrill Lynch 2004 - June 2014
Education
Jacksonville University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Rutgers University-New Brunswick 2000 — 2004
Vishal Nandavanam's Merrill Lynch Experience 2010 - December 2012
Job Quantitative Research Analyst at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group September 2012 - Present
Merrill Lynch 2010 - December 2012
Liquidnet 2008 - 2010
Goldman Sachs 2007 - 2008
Ittiam Systems 2004 - 2006
Education
Rutgers University-New Brunswick 2009 — 2011
Master Of Science, Mathematics (Finance)
Rutgers University-New Brunswick 2006 — 2008
Master Of Science, Electrical and Computer Engineering
Visvesvaraya Technological University 2000 — 2004
BE, Electronics and Communication
Citadel Investment Group September 2012 - Present
Merrill Lynch 2010 - December 2012
Liquidnet 2008 - 2010
Goldman Sachs 2007 - 2008
Ittiam Systems 2004 - 2006
Education
Rutgers University-New Brunswick 2009 — 2011
Master Of Science, Mathematics (Finance)
Rutgers University-New Brunswick 2006 — 2008
Master Of Science, Electrical and Computer Engineering
Visvesvaraya Technological University 2000 — 2004
BE, Electronics and Communication
Peter Cerwin's Merrill Lynch Experience September 1987 - April 2000
Job MP Securitized Credit Fund
Industry Investment Management
Experience
MatlinPatterson October 2011 - Present
FrontPoint Partners January 2008 - September 2011
C-BASS May 2005 - December 2007
Deutsche Bank January 2001 - April 2005
Prudential Securities April 2000 - October 2000
Merrill Lynch September 1987 - April 2000
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
Teaneck High School
MatlinPatterson October 2011 - Present
FrontPoint Partners January 2008 - September 2011
C-BASS May 2005 - December 2007
Deutsche Bank January 2001 - April 2005
Prudential Securities April 2000 - October 2000
Merrill Lynch September 1987 - April 2000
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
Teaneck High School
Marvin Gersho's Merrill Lynch Experience June 1992 - March 1993
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America June 2011 - Present
Barclays Capital March 2007 - June 2011
Morgan Stanley 2003 - 2007
Principia Partners 1999 - 2003
Republic National Bank June 1998 - June 1999
DLJ June 1995 - June 1998
Goldman Sachs March 1993 - June 1995
Merrill Lynch June 1992 - March 1993
Bellcore December 1985 - June 1992
Skills
Fixed Income, Derivatives, Interest Rate..., Swaps, CDS, Electronic Trading, MBS, ABS, Financial Risk, Prime Brokerage, CDO, Software Development, Solaris, Low Latency, SDLC, Equity Derivatives, Sybase, Analytics, Trading Systems, Market Risk, Capital Markets, Market Data, Credit Derivatives
Education
Rutgers University 1985 — 1986
Bachelor of Science (B.S.), Computer Science
University of California, Berkeley 1982 — 1985
Bachelor of Science (B.S.), EECS
Bank of America June 2011 - Present
Barclays Capital March 2007 - June 2011
Morgan Stanley 2003 - 2007
Principia Partners 1999 - 2003
Republic National Bank June 1998 - June 1999
DLJ June 1995 - June 1998
Goldman Sachs March 1993 - June 1995
Merrill Lynch June 1992 - March 1993
Bellcore December 1985 - June 1992
Skills
Fixed Income, Derivatives, Interest Rate..., Swaps, CDS, Electronic Trading, MBS, ABS, Financial Risk, Prime Brokerage, CDO, Software Development, Solaris, Low Latency, SDLC, Equity Derivatives, Sybase, Analytics, Trading Systems, Market Risk, Capital Markets, Market Data, Credit Derivatives
Education
Rutgers University 1985 — 1986
Bachelor of Science (B.S.), Computer Science
University of California, Berkeley 1982 — 1985
Bachelor of Science (B.S.), EECS
Dan Wenner's Merrill Lynch Experience June 2003 - Present
Job Director, Merrill Lynch Alternative Investments
Industry Investment Management
Experience
Merrill Lynch June 2003 - Present
Skills
Hedge Funds
Education
Rutgers University-New Brunswick
Merrill Lynch June 2003 - Present
Skills
Hedge Funds
Education
Rutgers University-New Brunswick
Christine Piazza's Merrill Lynch Experience avpMerrill Lynch2007 - 2008
Job VP at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch avpMerrill Lynch2007 - 2008
American Express 1998 - 2005
Education
Rutgers University-New Brunswick
Merrill Lynch avpMerrill Lynch2007 - 2008
American Express 1998 - 2005
Education
Rutgers University-New Brunswick
Andrew Abrigo's Merrill Lynch Experience January 2010 - Present
Job Business Manager VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Skills
Business Analysis, Risk Management, Financial Services
Education
Rutgers University-New Brunswick 2000 — 2005
Merrill Lynch January 2010 - Present
Skills
Business Analysis, Risk Management, Financial Services
Education
Rutgers University-New Brunswick 2000 — 2005
Eric McQueen's Merrill Lynch Experience February 2002 - November 2005
Job Senior Consulting Manager at IBM Global Business Services
Industry Information Technology and Services
Experience
IBM Global Business Services October 2012 - Present
Oracle October 2009 - September 2012
Oracle March 2006 - October 2009
Merrill Lynch February 2002 - November 2005
Merrill Lynch February 1999 - February 2002
Merrill Lynch February 1995 - February 1999
Skills
Business Intelligence, Data Warehousing, Integration, Solution Architecture, Oracle, Enterprise Architecture, Oracle Applications, Business Analysis, IT Strategy, Performance Management, Risk Management, Oracle E-Business Suite, Management, Essbase, Data Modeling, OBIEE, Program Management, ERP, Big Data Management, Requirements Analysis, Financial Services, Finance Transformation, Consulting, Banking, Bank Regulatory...
Education
Rutgers University-New Brunswick 1979 — 1983
BA, Business, English Lit
IBM Global Business Services October 2012 - Present
Oracle October 2009 - September 2012
Oracle March 2006 - October 2009
Merrill Lynch February 2002 - November 2005
Merrill Lynch February 1999 - February 2002
Merrill Lynch February 1995 - February 1999
Skills
Business Intelligence, Data Warehousing, Integration, Solution Architecture, Oracle, Enterprise Architecture, Oracle Applications, Business Analysis, IT Strategy, Performance Management, Risk Management, Oracle E-Business Suite, Management, Essbase, Data Modeling, OBIEE, Program Management, ERP, Big Data Management, Requirements Analysis, Financial Services, Finance Transformation, Consulting, Banking, Bank Regulatory...
Education
Rutgers University-New Brunswick 1979 — 1983
BA, Business, English Lit
Shoug Mayson's Merrill Lynch Experience August 2009 - January 2012
Job Vice President Financial Advisor at Sovereign Bank
Industry Capital Markets
Experience
Sovereign Bank April 2013 - Present
Cetera Financial Group November 2012 - May 2013
Cabot Lodge February 2012 - November 2012
Merrill Lynch August 2009 - January 2012
National Securities Corporation June 2008 - November 2009
Sears Holdings Corporation May 2006 - June 2008
Skills
Investments, Investment Strategies, Portfolio Management, Wealth Management, Alternative Investments, Finance, Insurance, Financial Markets, Recruiting, Marketing, Series 7, Customer Service, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Securities, Equities, Asset Management, Strategic Financial..., Project Planning, Investment Advisory, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BA, Economics
Sovereign Bank April 2013 - Present
Cetera Financial Group November 2012 - May 2013
Cabot Lodge February 2012 - November 2012
Merrill Lynch August 2009 - January 2012
National Securities Corporation June 2008 - November 2009
Sears Holdings Corporation May 2006 - June 2008
Skills
Investments, Investment Strategies, Portfolio Management, Wealth Management, Alternative Investments, Finance, Insurance, Financial Markets, Recruiting, Marketing, Series 7, Customer Service, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Securities, Equities, Asset Management, Strategic Financial..., Project Planning, Investment Advisory, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BA, Economics
Christopher Renaud , CFP®, CRPC®'s Merrill Lynch Experience 2005 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Skills
Certified Financial..., Chartered Retirement..., Retirement Planning, Risk Management, Estate Planning, College Education..., Asset Managment, Strategic Financial..., Insurance, Series 7, Financial Advisory
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor's degree, Economics
Merrill Lynch 2005 - Present
Skills
Certified Financial..., Chartered Retirement..., Retirement Planning, Risk Management, Estate Planning, College Education..., Asset Managment, Strategic Financial..., Insurance, Series 7, Financial Advisory
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor's degree, Economics
Geetha Dwarakapuram's Merrill Lynch Experience May 2002 - December 2009
Job Vice President at Bank Of America MerrillLynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch May 2002 - December 2009
Tata Consultancy Services January 2001 - December 2001
Education
Rutgers University-New Brunswick 2005 — 2009
MBA, Finance
Sri Venkateswara University 1996 — 2000
Engineering, Electronics And Communications
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch May 2002 - December 2009
Tata Consultancy Services January 2001 - December 2001
Education
Rutgers University-New Brunswick 2005 — 2009
MBA, Finance
Sri Venkateswara University 1996 — 2000
Engineering, Electronics And Communications
Carl Bien's Merrill Lynch Experience March 2010 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Prudential January 2005 - March 2010
Prudential June 2001 - December 2004
Prudential November 1999 - May 2001
Skills
Forecasting
Education
Rutgers University-New Brunswick 1998 — 2002
MBA, Finance
Seton Hall University 1988 — 1992
BS, Finance
MBA
Merrill Lynch March 2010 - Present
Prudential January 2005 - March 2010
Prudential June 2001 - December 2004
Prudential November 1999 - May 2001
Skills
Forecasting
Education
Rutgers University-New Brunswick 1998 — 2002
MBA, Finance
Seton Hall University 1988 — 1992
BS, Finance
MBA
Sarah Hommel's Merrill Lynch Experience Network Governance - Problem ManagementBank of America2009 - 2010
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Network Governance - Problem ManagementBank of America2009 - 2010
Shearman & Sterling 1995 - 1997
Education
Stevens Institute of Technology 2000 — 2007
MS, Telecommunications Management
Rutgers University-New Brunswick
BSEE, Electrical Engineering
Merrill Lynch Network Governance - Problem ManagementBank of America2009 - 2010
Shearman & Sterling 1995 - 1997
Education
Stevens Institute of Technology 2000 — 2007
MS, Telecommunications Management
Rutgers University-New Brunswick
BSEE, Electrical Engineering
Juan Herman's Merrill Lynch Experience July 2006 - Present
Job BA at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2006 - Present
Education
Rutgers University-New Brunswick 2002 — 2006
Merrill Lynch July 2006 - Present
Education
Rutgers University-New Brunswick 2002 — 2006
JD Sherman's Merrill Lynch Experience 1996 - 1999
Job Software Engineer/MIS at PFS
Industry Computer Software
Experience
PFS August 2008 - Present
Paperless Solutions November 2002 - August 2008
Paytrust 1999 - 2002
Merrill Lynch 1996 - 1999
Skills
Business Analysis, Project Management, SDLC, SQL, Software Design, Software Development, Software Project..., Requirements Analysis
Education
Rutgers University-New Brunswick 1981 — 1985
Bachelors, Computer Science
PFS August 2008 - Present
Paperless Solutions November 2002 - August 2008
Paytrust 1999 - 2002
Merrill Lynch 1996 - 1999
Skills
Business Analysis, Project Management, SDLC, SQL, Software Design, Software Development, Software Project..., Requirements Analysis
Education
Rutgers University-New Brunswick 1981 — 1985
Bachelors, Computer Science
Marc Scher's Merrill Lynch Experience January 2006 - September 2008
Job Chief Operating Officer
Industry Financial Services
Experience
GBI August 2009 - Present
Merrill Lynch January 2006 - September 2008
Merrill Lynch Investment Managers January 2002 - December 2005
Merrill Lynch Asset Management 1999 - 2001
Merrill Lynch Asset Management 1997 - 1999
Merrill Lynch Asset Management 1994 - 1997
Merrill Lynch Financial Data Services 1993 - 1994
Merrill Lynch Financial Data Services 1992 - 1993
Merrill Lynch Financial Data Services 1991 - 1992
Merrill Lynch Financial Data Services 1990 - 1991
Skills
Process Improvement, Financial Services, Strategy, Leadership Development, Investment Management, Team Leadership, Mutual Funds, Alternative Investments, Leadership, Management, Change Management, Program Management, Operations Management, Business Process..., Strategic Planning, Risk Management, Due Diligence, Finance
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Psychology
GBI August 2009 - Present
Merrill Lynch January 2006 - September 2008
Merrill Lynch Investment Managers January 2002 - December 2005
Merrill Lynch Asset Management 1999 - 2001
Merrill Lynch Asset Management 1997 - 1999
Merrill Lynch Asset Management 1994 - 1997
Merrill Lynch Financial Data Services 1993 - 1994
Merrill Lynch Financial Data Services 1992 - 1993
Merrill Lynch Financial Data Services 1991 - 1992
Merrill Lynch Financial Data Services 1990 - 1991
Skills
Process Improvement, Financial Services, Strategy, Leadership Development, Investment Management, Team Leadership, Mutual Funds, Alternative Investments, Leadership, Management, Change Management, Program Management, Operations Management, Business Process..., Strategic Planning, Risk Management, Due Diligence, Finance
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Psychology
Nelson Lue's Merrill Lynch Experience February 2002 - August 2002
Job VP Sourcing and Procurement at Moody's Corporation
Industry Logistics and Supply Chain
Experience
Moody's Corporation September 2012 - Present
Colgate Palmolive January 2007 - September 2012
Credit Suisse August 2006 - January 2007
Verizon Wireless July 2003 - August 2006
Grom Associates August 2002 - July 2003
Merrill Lynch February 2002 - August 2002
Salomon Smith Barney June 2000 - February 2002
Skills
Contract Negotiation, Management, Procurement, Sourcing, Supply Management, Analysis, Negotiation
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of the Arts, Political Science
Rutgers University-New Brunswick
Moody's Corporation September 2012 - Present
Colgate Palmolive January 2007 - September 2012
Credit Suisse August 2006 - January 2007
Verizon Wireless July 2003 - August 2006
Grom Associates August 2002 - July 2003
Merrill Lynch February 2002 - August 2002
Salomon Smith Barney June 2000 - February 2002
Skills
Contract Negotiation, Management, Procurement, Sourcing, Supply Management, Analysis, Negotiation
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of the Arts, Political Science
Rutgers University-New Brunswick
Danielle Sonnema's Merrill Lynch Experience May 2007 - May 2009
Job Talent Manager at Verizon
Industry Telecommunications
Experience
Verizon April 2014 - Present
Bank of America April 2011 - April 2014
Bank of America May 2009 - April 2011
Merrill Lynch May 2007 - May 2009
Skills
Talent Acquisition, Leadership Development, Program Management, Performance Management, Succession Planning, College Recruiting, Human Resources, Training, Employee Engagement, Onboarding, Leadership, Recruiting, Talent Management, Process Improvement, Analysis, Interviews, Management, Strategy
Education
Rutgers University-New Brunswick 2008 — 2012
MBA, Finance
The College of New Jersey 2003 — 2007
BS, Business Administration: Management
Verizon April 2014 - Present
Bank of America April 2011 - April 2014
Bank of America May 2009 - April 2011
Merrill Lynch May 2007 - May 2009
Skills
Talent Acquisition, Leadership Development, Program Management, Performance Management, Succession Planning, College Recruiting, Human Resources, Training, Employee Engagement, Onboarding, Leadership, Recruiting, Talent Management, Process Improvement, Analysis, Interviews, Management, Strategy
Education
Rutgers University-New Brunswick 2008 — 2012
MBA, Finance
The College of New Jersey 2003 — 2007
BS, Business Administration: Management
Hip Crespo's Merrill Lynch Experience November 2006 - Present
Job Program Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Education
Rutgers University-New Brunswick 1983 — 1988
BA, Economics, Finance, Minor in Spanish
Merrill Lynch November 2006 - Present
Education
Rutgers University-New Brunswick 1983 — 1988
BA, Economics, Finance, Minor in Spanish
Geralyn Parkin's Merrill Lynch Experience 1994 - 1997
Job Director, Human Resources at JOHNSON & JOHNSON WORLD HEADQUARTERS
Industry Pharmaceuticals
Experience
JOHNSON & JOHNSON WORLD HEADQUARTERS June 2013 - Present
Janssen Research & Development (A Johnson & Johnson Company) April 2009 - June 2013
TIBOTEC THERAPEUTICS, a Division of Ortho Biotech 2005 - April 2009
ORTHO BIOTECH INC. (A Johnson & Johnson Company) 1999 - 2005
JOHNSON & JOHNSON CORPORATE 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Employee Relations, Talent Management, Organizational Design, Pharmaceutical Industry, Talent Acquisition, Corporate Culture Change, Change Management, Executive Coaching, Succession Planning, Workday, Our Source, Strategic Workforce..., Career Pathing, Competency Framework...
Education
Rutgers University-New Brunswick
Bachelor's Degree, Psychology
JOHNSON & JOHNSON WORLD HEADQUARTERS June 2013 - Present
Janssen Research & Development (A Johnson & Johnson Company) April 2009 - June 2013
TIBOTEC THERAPEUTICS, a Division of Ortho Biotech 2005 - April 2009
ORTHO BIOTECH INC. (A Johnson & Johnson Company) 1999 - 2005
JOHNSON & JOHNSON CORPORATE 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Employee Relations, Talent Management, Organizational Design, Pharmaceutical Industry, Talent Acquisition, Corporate Culture Change, Change Management, Executive Coaching, Succession Planning, Workday, Our Source, Strategic Workforce..., Career Pathing, Competency Framework...
Education
Rutgers University-New Brunswick
Bachelor's Degree, Psychology
Thomas Domogala's Merrill Lynch Experience 2000 - 2001
Job Financial Services Professional In Transition
Industry Financial Services
Experience
Lehman Brothers March 2002 - September 2008
Merrill Lynch 2000 - 2001
Lebenthal & Co. 1999 - 2000
The Selbst Group 1997 - 1999
Hickory Associates 1991 - 1996
Morgan Stanley 1984 - 1990
Lehman Brothers 1982 - 1984
A.G. Becker, Inc 1981 - 1982
Lehman Brothers 1975 - 1981
The Chase Manhattan Bank 1970 - 1974
Skills
New Business Development, Securities, Customer Relations, Portfolio Management, Organizational..., Asset Management, Risk Management, Treasury Management, Series 7, Investments, Compliance, Valuation, Risk Mitigation, Executive Management, Credit, Process Improvement, Financial Analysis, Critical Thinking, Due Diligence, Analysis, Financial Management, Loans, Equities, Emerging Markets, Strategic Planning, Operations Management, Cross-functional Team..., Financial Planning, Mentoring, Risk Assessment, P&L, Team Building, Business Analysis, Team Leadership, Contract Negotiations, Forecasting, Business Process..., Capital Markets, Customer Service, CRM, Business Development, Asset Managment
Education
Rutgers University-New Brunswick 1962 — 1966
Bachelor of Arts, Communications
Lehman Brothers March 2002 - September 2008
Merrill Lynch 2000 - 2001
Lebenthal & Co. 1999 - 2000
The Selbst Group 1997 - 1999
Hickory Associates 1991 - 1996
Morgan Stanley 1984 - 1990
Lehman Brothers 1982 - 1984
A.G. Becker, Inc 1981 - 1982
Lehman Brothers 1975 - 1981
The Chase Manhattan Bank 1970 - 1974
Skills
New Business Development, Securities, Customer Relations, Portfolio Management, Organizational..., Asset Management, Risk Management, Treasury Management, Series 7, Investments, Compliance, Valuation, Risk Mitigation, Executive Management, Credit, Process Improvement, Financial Analysis, Critical Thinking, Due Diligence, Analysis, Financial Management, Loans, Equities, Emerging Markets, Strategic Planning, Operations Management, Cross-functional Team..., Financial Planning, Mentoring, Risk Assessment, P&L, Team Building, Business Analysis, Team Leadership, Contract Negotiations, Forecasting, Business Process..., Capital Markets, Customer Service, CRM, Business Development, Asset Managment
Education
Rutgers University-New Brunswick 1962 — 1966
Bachelor of Arts, Communications
Brian Watts's Merrill Lynch Experience 1994 - 2006
Job Director of Institutional Research at Morgan Stanley Smith Barney/Graystone
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2006 - Present
Citi 2006 - 2009
Merrill Lynch 1994 - 2006
Skills
Conducting Research on...
Education
NASD 2006 — 2006
Series, 7, 24, 66
CFA Institute 1994 — 1996
CFA
Rutgers, The State University of New Jersey-New Brunswick
MBA
Rutgers, The State University of New Jersey-New Brunswick
BS
Morgan Stanley Smith Barney 2006 - Present
Citi 2006 - 2009
Merrill Lynch 1994 - 2006
Skills
Conducting Research on...
Education
NASD 2006 — 2006
Series, 7, 24, 66
CFA Institute 1994 — 1996
CFA
Rutgers, The State University of New Jersey-New Brunswick
MBA
Rutgers, The State University of New Jersey-New Brunswick
BS
Janet Wang's Merrill Lynch Experience March 1995 - July 1997
Job Head of Talent Acquisition at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2014 - Present
Bank of America July 2010 - July 2014
Babcock & Brown October 2008 - June 2010
Credit Suisse July 1997 - July 2007
Merrill Lynch March 1995 - July 1997
JP Morgan June 1987 - March 1995
Skills
Personnel Management, Talent Management, Succession Planning, Change Management, Performance Management, Organizational Design, Onboarding, Employee Engagement, Employee Relations, Organizational..., Equities, Human Resources, Asset Management, Talent Acquisition, Investment Banking, Strategic Human..., Fixed Income, Recruiting
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor's Degree, Economics with a minor in Sociology and Asian Studies
New York Life Insurance Company July 2014 - Present
Bank of America July 2010 - July 2014
Babcock & Brown October 2008 - June 2010
Credit Suisse July 1997 - July 2007
Merrill Lynch March 1995 - July 1997
JP Morgan June 1987 - March 1995
Skills
Personnel Management, Talent Management, Succession Planning, Change Management, Performance Management, Organizational Design, Onboarding, Employee Engagement, Employee Relations, Organizational..., Equities, Human Resources, Asset Management, Talent Acquisition, Investment Banking, Strategic Human..., Fixed Income, Recruiting
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor's Degree, Economics with a minor in Sociology and Asian Studies
Thomas Tenpenny's Merrill Lynch Experience 2004 - 2006
Job Account Executive at Frenkel
Industry Insurance
Experience
Frenkel & Co., Inc. - Cosmetic Insurance Services November 2007 - Present
Merrill Lynch 2004 - 2006
Education
Rutgers University-New Brunswick 1999 — 2004
Bachelor's, Psychology/Sociology
Frenkel & Co., Inc. - Cosmetic Insurance Services November 2007 - Present
Merrill Lynch 2004 - 2006
Education
Rutgers University-New Brunswick 1999 — 2004
Bachelor's, Psychology/Sociology
Kathryn (Bartolomeo) Raborn's Merrill Lynch Experience February 2011 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Merrill Lynch May 1982 - Present
Merrill Lynch April 1982 - Present
merrill lynch 2000 - 2008
merrill lynch 2000 - 2008
merrill lynch 1996 - 2000
Skills
Program Management, Strategic Planning, Business Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Bachelor of Arts (B.A.), Economics & English
Merrill Lynch February 2011 - Present
Merrill Lynch May 1982 - Present
Merrill Lynch April 1982 - Present
merrill lynch 2000 - 2008
merrill lynch 2000 - 2008
merrill lynch 1996 - 2000
Skills
Program Management, Strategic Planning, Business Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Bachelor of Arts (B.A.), Economics & English
Manny Fonseca's Merrill Lynch Experience July 2006 - July 2012
Job Head of Consulting Services Programs
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
JPMorgan Chase July 2012 - June 2013
Merrill Lynch July 2006 - July 2012
UBS Wealth Management June 1999 - June 2006
Skills
Mutual Funds, Wealth Management, Product Management, CIMA, Product Development, Financial Services, Certified Financial..., Business Development, Investment Management, Asset Allocation, Investment Strategies, ETFs, Series 7, Series 66, Series 24, Managed Accounts, Investment Advisory
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2004
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Arts (BA), Economics
JPMorgan Chase June 2013 - Present
JPMorgan Chase July 2012 - June 2013
Merrill Lynch July 2006 - July 2012
UBS Wealth Management June 1999 - June 2006
Skills
Mutual Funds, Wealth Management, Product Management, CIMA, Product Development, Financial Services, Certified Financial..., Business Development, Investment Management, Asset Allocation, Investment Strategies, ETFs, Series 7, Series 66, Series 24, Managed Accounts, Investment Advisory
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2004
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Arts (BA), Economics
Murad Lodhi, PMP's Merrill Lynch Experience August 1998 - September 2003
Job Vice President PMO Lead at Chubb Insurance (IT)
Industry Insurance
Experience
Chubb Insurance November 2013 - Present
Chubb Group of Insurance Companies July 2011 - Present
Ernst & Young July 2003 - August 2011
Merrill Lynch August 1998 - September 2003
Skills
SDLC, IT Strategy, Business Analysis, PMO, Vendor Management, Software Project..., Microsoft SQL Server, Data Architecture, Requirements Gathering, Business Process, Oracle, Data Warehousing, Change Management, Business Intelligence, Enterprise Architecture, Requirements Analysis, Business Process..., Project Portfolio..., Visio, IT Management, Governance, Disaster Recovery, ITIL, PMP, Information Technology, Business Process..., IT Audit, Business Transformation, Risk Management, Integration, Process Improvement, Resource Management, IT Service Management, ERP
Education
Rutgers University-New Brunswick 1994 — 2001
Masters in MIS, MIS
Rutgers University
Master's degree, Accounting
Chubb Insurance November 2013 - Present
Chubb Group of Insurance Companies July 2011 - Present
Ernst & Young July 2003 - August 2011
Merrill Lynch August 1998 - September 2003
Skills
SDLC, IT Strategy, Business Analysis, PMO, Vendor Management, Software Project..., Microsoft SQL Server, Data Architecture, Requirements Gathering, Business Process, Oracle, Data Warehousing, Change Management, Business Intelligence, Enterprise Architecture, Requirements Analysis, Business Process..., Project Portfolio..., Visio, IT Management, Governance, Disaster Recovery, ITIL, PMP, Information Technology, Business Process..., IT Audit, Business Transformation, Risk Management, Integration, Process Improvement, Resource Management, IT Service Management, ERP
Education
Rutgers University-New Brunswick 1994 — 2001
Masters in MIS, MIS
Rutgers University
Master's degree, Accounting
James Bodner's Merrill Lynch Experience September 2009 - August 2012
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch September 2009 - August 2012
Merrill Lynch March 2000 - February 2009
Skills
Series 7, Series 63, Series 24, FINRA, Equities
Education
Rutgers University-New Brunswick
B.S., Communications/Administration of Justice
Merrill Lynch September 2009 - August 2012
Merrill Lynch March 2000 - February 2009
Skills
Series 7, Series 63, Series 24, FINRA, Equities
Education
Rutgers University-New Brunswick
B.S., Communications/Administration of Justice
JP Colace's Merrill Lynch Experience September 2008 - December 2008
Job Informatics Analyst at Horizon Blue Cross Blue Shield of New Jersey
Industry Pharmaceuticals
Experience
Horizon Blue Cross Blue Shield of New Jersey February 2015 - Present
Swatch Group April 2013 - February 2015
Managed Health Care Associates, Inc. January 2013 - April 2013
Managed Health Care Associates, Inc. November 2009 - January 2013
Merrill Lynch September 2008 - December 2008
Crystal Springs Resort May 2008 - August 2008
Skills
Financial Modeling, Microsoft Excel, Pharmaceutical Industry, Customer Service, Business Analysis, Forecasting, Analysis, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BA, Economics
Horizon Blue Cross Blue Shield of New Jersey February 2015 - Present
Swatch Group April 2013 - February 2015
Managed Health Care Associates, Inc. January 2013 - April 2013
Managed Health Care Associates, Inc. November 2009 - January 2013
Merrill Lynch September 2008 - December 2008
Crystal Springs Resort May 2008 - August 2008
Skills
Financial Modeling, Microsoft Excel, Pharmaceutical Industry, Customer Service, Business Analysis, Forecasting, Analysis, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BA, Economics
Amanda Price Ransom, CFP®'s Merrill Lynch Experience October 2014 - Present
Job Client Relationship Manager
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch August 2013 - October 2014
Merrill Lynch June 2009 - August 2013
Bank of America July 2004 - April 2009
American Express Financial Advisors September 2001 - June 2004
Sovereign Bank March 1999 - March 2001
Skills
Series 7, Loans, Mortgage Lending, Loan Origination, Financial Advisory, Series 66, Sales, Certified Financial..., Residential Mortgages, Wealth Management, Refinance, Strategic Financial..., Asset Allocation, Banking, Relationship Management, Cash Management, Financial Planners, Personal Financial..., Investments, Finance, Deposits, High Net Worth..., Wealth Management...
Education
Rutgers University-New Brunswick 1999 — 2001
BA, English
Merrill Lynch October 2014 - Present
Merrill Lynch August 2013 - October 2014
Merrill Lynch June 2009 - August 2013
Bank of America July 2004 - April 2009
American Express Financial Advisors September 2001 - June 2004
Sovereign Bank March 1999 - March 2001
Skills
Series 7, Loans, Mortgage Lending, Loan Origination, Financial Advisory, Series 66, Sales, Certified Financial..., Residential Mortgages, Wealth Management, Refinance, Strategic Financial..., Asset Allocation, Banking, Relationship Management, Cash Management, Financial Planners, Personal Financial..., Investments, Finance, Deposits, High Net Worth..., Wealth Management...
Education
Rutgers University-New Brunswick 1999 — 2001
BA, English
John DiPoto's Merrill Lynch Experience 1995 - 2008
Job VP Compliance, Global Head of Shared Services
Industry Financial Services
Experience
McGraw Hill Financial September 2008 - Present
Merrill Lynch 1995 - 2008
Sithe Energies April 1999 - January 2000
Lehman Brothers March 1993 - December 1995
Metallgesellschaft AG March 1987 - March 1993
Hess Corporation January 1986 - March 1987
Thomas and Betts Corp March 1984 - January 1986
Pepsi January 1982 - March 1984
Skills
Financial Analysis, Equities, Securities, AML, Financial Reporting, Financial Accounting, Cost Accounting, Compliance, Commodity Markets, Energy, Financial Services, Trading, Financial Markets, Fixed Income, Derivatives, Series 7, Asset Management, Risk Management, Equity Trading, Electronic Trading, Commodity, Financial Regulation, Hedge Funds, Due Diligence, Structured Finance, Financial Risk, Bloomberg, Corporate Finance, Alternative Investments, Vendor Management, Management, Vendor Relationships, Capital Markets, Finance, Analysis, Strategy, Strategic Planning, Marketing Strategy
Education
Rutgers University-New Brunswick 1977 — 1982
BA, Business/Accounting
McGraw Hill Financial September 2008 - Present
Merrill Lynch 1995 - 2008
Sithe Energies April 1999 - January 2000
Lehman Brothers March 1993 - December 1995
Metallgesellschaft AG March 1987 - March 1993
Hess Corporation January 1986 - March 1987
Thomas and Betts Corp March 1984 - January 1986
Pepsi January 1982 - March 1984
Skills
Financial Analysis, Equities, Securities, AML, Financial Reporting, Financial Accounting, Cost Accounting, Compliance, Commodity Markets, Energy, Financial Services, Trading, Financial Markets, Fixed Income, Derivatives, Series 7, Asset Management, Risk Management, Equity Trading, Electronic Trading, Commodity, Financial Regulation, Hedge Funds, Due Diligence, Structured Finance, Financial Risk, Bloomberg, Corporate Finance, Alternative Investments, Vendor Management, Management, Vendor Relationships, Capital Markets, Finance, Analysis, Strategy, Strategic Planning, Marketing Strategy
Education
Rutgers University-New Brunswick 1977 — 1982
BA, Business/Accounting
Keith Weinstein's Merrill Lynch Experience December 1997 - November 2011
Job Project manager/analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2011 - Present
Merrill Lynch December 1997 - November 2011
Skills
Requirements Gathering, Business Analysis, User Acceptance Testing, Regression Testing, Release Management, Call Center..., Project Management, Team Management, Test Planning, Test Cases, Financial Services, Equities, Portfolio Management, Investment Banking, SDLC, Series 7, Fixed Income, Requirements Analysis, Risk Management, Management, Trading Systems, Vendor Management, Analysis, Business Process..., Business Requirements, PMO, Software Project..., Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Exercise Science and Sports Studies
TIAA-CREF November 2011 - Present
Merrill Lynch December 1997 - November 2011
Skills
Requirements Gathering, Business Analysis, User Acceptance Testing, Regression Testing, Release Management, Call Center..., Project Management, Team Management, Test Planning, Test Cases, Financial Services, Equities, Portfolio Management, Investment Banking, SDLC, Series 7, Fixed Income, Requirements Analysis, Risk Management, Management, Trading Systems, Vendor Management, Analysis, Business Process..., Business Requirements, PMO, Software Project..., Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
Bachelor's degree, Exercise Science and Sports Studies
Nicole W. Brown's Merrill Lynch Experience April 1999 - February 2000
Job Owner, MahoganyButterfly.com
Industry Internet
Experience
MahoganyButterfly.com June 2005 - Present
iVillage August 2004 - November 2005
Ferrara & Company January 2003 - August 2004
iVillage February 2000 - January 2003
Merrill Lynch April 1999 - February 2000
Education
Rutgers University-New Brunswick 1995 — 1999
BA, Journalism, English
MahoganyButterfly.com June 2005 - Present
iVillage August 2004 - November 2005
Ferrara & Company January 2003 - August 2004
iVillage February 2000 - January 2003
Merrill Lynch April 1999 - February 2000
Education
Rutgers University-New Brunswick 1995 — 1999
BA, Journalism, English
Scott Blanche's Merrill Lynch Experience 1996 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1996 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Series 63, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1991
Bachelor of Science (B.S.)
Cherry Hill H.S. East 1982 — 1986
Merrill Lynch 1996 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Series 63, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1991
Bachelor of Science (B.S.)
Cherry Hill H.S. East 1982 — 1986
Kimberly Overholt's Merrill Lynch Experience May 2007 - December 2009
Job Experienced HR Business Partner, Vice President at Bank of America
Industry Financial Services
Experience
Bank of America December 2009 - Present
Merrill Lynch May 2007 - December 2009
Merrill Lynch August 2004 - May 2007
Merrill Lynch June 2000 - August 2004
Skills
Talent Management, Employee Relations, Organizational Design, Leadership Development, Training, Severance, Compensation & Benefit
Education
Rutgers University-New Brunswick 1997 — 2001
BA, Political Science, Philosophy
Bank of America December 2009 - Present
Merrill Lynch May 2007 - December 2009
Merrill Lynch August 2004 - May 2007
Merrill Lynch June 2000 - August 2004
Skills
Talent Management, Employee Relations, Organizational Design, Leadership Development, Training, Severance, Compensation & Benefit
Education
Rutgers University-New Brunswick 1997 — 2001
BA, Political Science, Philosophy
Sanket Parekh's Merrill Lynch Experience 2006 - 2006
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2014 - Present
MetLife - Investments 2011 - 2014
Medco Health Solutions 2011 - 2011
Pitney Bowes 2009 - 2011
Merrill Lynch 2006 - 2006
Skills
Bloomberg Terminal, Securities, Bonds, Valuation, Pricing Analysis, Variance Analysis, Pricing Strategy, Market Research, Fixed Income Trading, Market Analysis, Financial Reporting, Forecasting Models, Financial Analysis, Financial Modeling, Trend Analysis, Budget Analysis, Gap Analysis, Cost Analysis, Portfolio Strategy, Salesforce.com, Sales Support, Pricing Negotiations, Ad Hoc Reporting, Process Improvement, Business Analysis, Business Strategy, Business Process..., Anomaly Detection, Fixed Income, Portfolio Management, Pricing, Forecasting, Investments, Sales, Equities, Cost Benefit, Program Management, Vendor Management, Negotiation, Analysis, Sales Operations, Business Process, Data Analysis, Finance, Strategic Financial..., Budgets, Financial Services, Management, New Business Development, Financial Planning
Education
Rutgers University-New Brunswick 2003 — 2007
Bachelor of Arts (B.A.), Economics
Goldman Sachs 2014 - Present
MetLife - Investments 2011 - 2014
Medco Health Solutions 2011 - 2011
Pitney Bowes 2009 - 2011
Merrill Lynch 2006 - 2006
Skills
Bloomberg Terminal, Securities, Bonds, Valuation, Pricing Analysis, Variance Analysis, Pricing Strategy, Market Research, Fixed Income Trading, Market Analysis, Financial Reporting, Forecasting Models, Financial Analysis, Financial Modeling, Trend Analysis, Budget Analysis, Gap Analysis, Cost Analysis, Portfolio Strategy, Salesforce.com, Sales Support, Pricing Negotiations, Ad Hoc Reporting, Process Improvement, Business Analysis, Business Strategy, Business Process..., Anomaly Detection, Fixed Income, Portfolio Management, Pricing, Forecasting, Investments, Sales, Equities, Cost Benefit, Program Management, Vendor Management, Negotiation, Analysis, Sales Operations, Business Process, Data Analysis, Finance, Strategic Financial..., Budgets, Financial Services, Management, New Business Development, Financial Planning
Education
Rutgers University-New Brunswick 2003 — 2007
Bachelor of Arts (B.A.), Economics
joseph gamberale's Merrill Lynch Experience January 1995 - April 2000
Job partner at Centurion Capital
Industry Venture Capital & Private Equity
Experience
Centurion Capital April 2000 - Present
Merrill Lynch January 1995 - April 2000
Education
Rutgers University-New Brunswick
Centurion Capital April 2000 - Present
Merrill Lynch January 1995 - April 2000
Education
Rutgers University-New Brunswick
Andrew Kwan's Merrill Lynch Experience June 1999 - October 2003
Job Client Service Professional
Industry Information Technology and Services
Experience
UL EduNeering May 2013 - Present
OptumHealth May 2010 - August 2012
Fidelity Investments October 2003 - May 2010
Merrill Lynch June 1999 - October 2003
Skills
Analysis, Business Analysis, Requirements Analysis, Business Requirements, Financial Services, Process Improvement, Microsoft Excel, Microsoft Word, Project Management, Vendor Management, Manage Client..., Technical Liaison, User Documentation, Liaison, Business Process..., Risk Management, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Business/Managerial Economics
UL EduNeering May 2013 - Present
OptumHealth May 2010 - August 2012
Fidelity Investments October 2003 - May 2010
Merrill Lynch June 1999 - October 2003
Skills
Analysis, Business Analysis, Requirements Analysis, Business Requirements, Financial Services, Process Improvement, Microsoft Excel, Microsoft Word, Project Management, Vendor Management, Manage Client..., Technical Liaison, User Documentation, Liaison, Business Process..., Risk Management, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Business/Managerial Economics
Ben Teklezgi's Merrill Lynch Experience February 2009 - April 2009
Job Associate at SMBC Capital
Industry Financial Services
Experience
Deloitte & Touche May 2011 - August 2011
Merrill Lynch February 2009 - April 2009
Skills
Corporate Finance, Accounting, Due Diligence, DCF, Financial Modeling, Valuation, Financial Analysis, Mergers, Investment Banking, Investments, Private Equity, Banking, Bloomberg, Financial Reporting, Equities, Financial Accounting, Business Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Finance/Accounting
Deloitte & Touche May 2011 - August 2011
Merrill Lynch February 2009 - April 2009
Skills
Corporate Finance, Accounting, Due Diligence, DCF, Financial Modeling, Valuation, Financial Analysis, Mergers, Investment Banking, Investments, Private Equity, Banking, Bloomberg, Financial Reporting, Equities, Financial Accounting, Business Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Finance/Accounting
Marlo Enriquez's Merrill Lynch Experience August 2002 - June 2004
Job Trade Support Structured Credit Trading at Bank of America
Industry Financial Services
Experience
Bank of America 2010 - Present
Credit Suisse First Boston February 2007 - March 2010
Credit Suisse First Boston June 2004 - February 2007
Merrill Lynch August 2002 - June 2004
Merrill Lynch February 2000 - August 2002
Skills
Derivatives, Fixed Income, Back Office, Capital Markets, Corporate Actions, Account Reconciliation, Bloomberg, Credit, Equities, Financial Risk, Hedge Funds, Investment Banking, Middle Office, Options, Trading, Settlement, Credit Derivatives, Swaps, Prime Brokerage
Education
Rutgers University-New Brunswick 1996 — 2000
BA, Economics
Bank of America 2010 - Present
Credit Suisse First Boston February 2007 - March 2010
Credit Suisse First Boston June 2004 - February 2007
Merrill Lynch August 2002 - June 2004
Merrill Lynch February 2000 - August 2002
Skills
Derivatives, Fixed Income, Back Office, Capital Markets, Corporate Actions, Account Reconciliation, Bloomberg, Credit, Equities, Financial Risk, Hedge Funds, Investment Banking, Middle Office, Options, Trading, Settlement, Credit Derivatives, Swaps, Prime Brokerage
Education
Rutgers University-New Brunswick 1996 — 2000
BA, Economics
Brian Timmes's Merrill Lynch Experience 1991 - 1999
Job Senior Investment Operations Specialist at Conning & Company
Industry Investment Management
Experience
Conning & Company May 2011 - Present
Hartford Investment Management July 2005 - May 2011
Citigroup April 2000 - July 2005
Merrill Lynch 1991 - 1999
Skills
Bloomberg, Investments, Equities, Fixed Income, Finance, Mutual Funds, Asset Management
Education
Rutgers University-New Brunswick 1988 — 1990
Bachelors, Communucation
Conning & Company May 2011 - Present
Hartford Investment Management July 2005 - May 2011
Citigroup April 2000 - July 2005
Merrill Lynch 1991 - 1999
Skills
Bloomberg, Investments, Equities, Fixed Income, Finance, Mutual Funds, Asset Management
Education
Rutgers University-New Brunswick 1988 — 1990
Bachelors, Communucation
Anthony Schwickrath's Merrill Lynch Experience March 2002 - November 2010
Job CoOwner A Furry Tail Come True Dog Day Care and Boarding Center
Industry Consumer Services
Experience
A Furry Tail Come True January 2007 - Present
Glemser Technologies January 2012 - January 2014
Merrill Lynch March 2002 - November 2010
Skills
Team Building, Analysis, Team Leadership, Business Analysis, Change Management, Project Management, Process Improvement, Operations Management, Business Development, Business Intelligence, Strategic Planning, Training, Leadership, Customer Service, Budgets, Start-ups, Contract Negotiation, Management, Business Process, Business Process..., Security, Project Planning, Quality Assurance, Customer Satisfaction, Team Management, Strategy, Business Planning, Management Consulting, Integration, Cross-functional Team..., Entrepreneurship, Telecommunications, Risk Management, IT Management, Product Management
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.75
Rutgers University-New Brunswick 2003 — 2007
BA, Labor Studies & Employment Relations
Thomas Edison State College 2002 — 2003
AAS Computer Studies, Computer Science, 3.66
The Chubb Institute of Technology 2001 — 2001
Web Development & Business Programming, Computer Programming, 3.5
Piscataway High School
A Furry Tail Come True January 2007 - Present
Glemser Technologies January 2012 - January 2014
Merrill Lynch March 2002 - November 2010
Skills
Team Building, Analysis, Team Leadership, Business Analysis, Change Management, Project Management, Process Improvement, Operations Management, Business Development, Business Intelligence, Strategic Planning, Training, Leadership, Customer Service, Budgets, Start-ups, Contract Negotiation, Management, Business Process, Business Process..., Security, Project Planning, Quality Assurance, Customer Satisfaction, Team Management, Strategy, Business Planning, Management Consulting, Integration, Cross-functional Team..., Entrepreneurship, Telecommunications, Risk Management, IT Management, Product Management
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.75
Rutgers University-New Brunswick 2003 — 2007
BA, Labor Studies & Employment Relations
Thomas Edison State College 2002 — 2003
AAS Computer Studies, Computer Science, 3.66
The Chubb Institute of Technology 2001 — 2001
Web Development & Business Programming, Computer Programming, 3.5
Piscataway High School
Robert LaGaipa, CFA's Merrill Lynch Experience 1998 - 2002
Job Trader/PM/Analyst
Industry Investment Management
Experience
Suffolk Capital Management 2012 - 2015
Independent Trader/Portfolio Manager 2009 - 2011
CIBC/Oppenheimer & Co. 2002 - 2008
Merrill Lynch 1998 - 2002
Skills
Hedge Funds, Portfolio Management, Equities, Capital Markets, Financial Modeling, Investments, Equity Research, Trading, Mergers & Acquisitions, Mutual Funds, Investment Banking
Education
Rutgers University-New Brunswick 1994 — 1999
BS, Finance Minor: Statistics
Suffolk Capital Management 2012 - 2015
Independent Trader/Portfolio Manager 2009 - 2011
CIBC/Oppenheimer & Co. 2002 - 2008
Merrill Lynch 1998 - 2002
Skills
Hedge Funds, Portfolio Management, Equities, Capital Markets, Financial Modeling, Investments, Equity Research, Trading, Mergers & Acquisitions, Mutual Funds, Investment Banking
Education
Rutgers University-New Brunswick 1994 — 1999
BS, Finance Minor: Statistics
Robert Wylie's Merrill Lynch Experience September 2005 - December 2007
Job Associate Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 2008 - Present
Merrill Lynch September 2005 - December 2007
Skills
Equities, Portfolio Management
Education
Rutgers University-New Brunswick 2001 — 2005
Economics, Finance
UBS Financial Services 2008 - Present
Merrill Lynch September 2005 - December 2007
Skills
Equities, Portfolio Management
Education
Rutgers University-New Brunswick 2001 — 2005
Economics, Finance
Cody Crespo's Merrill Lynch Experience May 2010 - August 2010
Job Human Resource Support Lead at Bank of America
Industry Higher Education
Experience
Bank of America May 2014 - Present
Bank of America May 2012 - May 2014
Famous Dave's Restaurant January 2011 - May 2014
Phi Kappa Sigma May 2012 - May 2013
Phi Kappa Sigma May 2011 - May 2012
Bank of America May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Salt Creek Grille January 2008 - August 2010
Vector Marketing March 2010 - May 2010
Sparkling Pools June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Customer Service, Social Media, Data Analysis, Teamwork, Team Leadership, Outlook, Event Planning, Social Networking, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2014
Bachelor of Arts (BA), Human Resource Managment
South Brunswick High School 2005 — 2009
High School Diploma
Bank of America May 2014 - Present
Bank of America May 2012 - May 2014
Famous Dave's Restaurant January 2011 - May 2014
Phi Kappa Sigma May 2012 - May 2013
Phi Kappa Sigma May 2011 - May 2012
Bank of America May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Salt Creek Grille January 2008 - August 2010
Vector Marketing March 2010 - May 2010
Sparkling Pools June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Leadership, Customer Service, Social Media, Data Analysis, Teamwork, Team Leadership, Outlook, Event Planning, Social Networking, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2014
Bachelor of Arts (BA), Human Resource Managment
South Brunswick High School 2005 — 2009
High School Diploma
Al Andreu's Merrill Lynch Experience June 1981 - May 2009
Job Information Technology Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2009 - Present
Merrill Lynch June 1981 - May 2009
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1981
BA, Economics
Fidelity Investments May 2009 - Present
Merrill Lynch June 1981 - May 2009
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1981
BA, Economics
Mary Christodoulou's Merrill Lynch Experience January 1998 - Present
Job Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1998 - Present
Merrill Lynch January 1990 - January 1998
Xerox Global Services May 1987 - May 1988
Skills
Series 7, Series 63, Series 65, Uniform Combined State..., Investments, Wealth Management, Investment Advisory, ETFs, Separately Managed..., Series 24, Investment Strategies, Mutual Funds, Asset Allocation, Retirement Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor of Arts (B.A.), Economics
Merrill Lynch January 1998 - Present
Merrill Lynch January 1990 - January 1998
Xerox Global Services May 1987 - May 1988
Skills
Series 7, Series 63, Series 65, Uniform Combined State..., Investments, Wealth Management, Investment Advisory, ETFs, Separately Managed..., Series 24, Investment Strategies, Mutual Funds, Asset Allocation, Retirement Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor of Arts (B.A.), Economics
Philip Priest's Merrill Lynch Experience January 1997 - April 2009
Job SVP, CFO Global Markets Technology & Operations at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2013 - Present
Bank of America Merrill Lynch April 2009 - November 2013
Merrill Lynch January 1997 - April 2009
Merrill Lynch April 1994 - January 1997
Skills
Strategic Planning, Sarbanes-Oxley Act, Risk Management, Project Planning, Management, Internal Controls, Forecasting, Financial Analysis, Finance, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1989
Bachelor of Arts (B.A.), Economics & Mathematics
Bank of America Merrill Lynch December 2013 - Present
Bank of America Merrill Lynch April 2009 - November 2013
Merrill Lynch January 1997 - April 2009
Merrill Lynch April 1994 - January 1997
Skills
Strategic Planning, Sarbanes-Oxley Act, Risk Management, Project Planning, Management, Internal Controls, Forecasting, Financial Analysis, Finance, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1989
Bachelor of Arts (B.A.), Economics & Mathematics
Jeremy Rumpf's Merrill Lynch Experience October 2009 - June 2013
Job Vice President, Senior Client Service Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch June 2013 - November 2013
Merrill Lynch October 2009 - June 2013
Merrill Lynch March 2007 - October 2009
Merrill Lynch August 2006 - March 2007
Skills
Equities, Fixed Income, Securities, Mutual Funds, Series 7, Bloomberg, Investments, Hedge Funds, Portfolio Management, Derivatives, Asset Management, Alternative Investments, Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Master of Business Administration (MBA), Finance, General
The College of New Jersey 2002 — 2006
Bachelor of Arts (B.A.), Law
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch June 2013 - November 2013
Merrill Lynch October 2009 - June 2013
Merrill Lynch March 2007 - October 2009
Merrill Lynch August 2006 - March 2007
Skills
Equities, Fixed Income, Securities, Mutual Funds, Series 7, Bloomberg, Investments, Hedge Funds, Portfolio Management, Derivatives, Asset Management, Alternative Investments, Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Master of Business Administration (MBA), Finance, General
The College of New Jersey 2002 — 2006
Bachelor of Arts (B.A.), Law
COREY MCCARTHY's Merrill Lynch Experience October 2014 - Present
Job Vice President, Technology Advocacy Manager at Merrill Lynch
Industry Banking
Experience
Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch November 2011 - Present
Bank of America, Merrill Lynch April 2005 - November 2011
Merrill Lynch March 2005 - March 2006
Credit Suisse July 2004 - March 2005
Merrill Lynch 2004 - 2004
Merrill Lynch 2002 - 2004
Merrill Lynch 2001 - 2002
Skills
Project Management, User Acceptance Testing, Use Case Analysis, Test Scripts, Financial Analysis, Financial Reporting, Operations Management, Financial Services
Education
Rutgers University 1996 — 2006
Bachelor's degree, Communication and Media Studies, 3.26
Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch November 2011 - Present
Bank of America, Merrill Lynch April 2005 - November 2011
Merrill Lynch March 2005 - March 2006
Credit Suisse July 2004 - March 2005
Merrill Lynch 2004 - 2004
Merrill Lynch 2002 - 2004
Merrill Lynch 2001 - 2002
Skills
Project Management, User Acceptance Testing, Use Case Analysis, Test Scripts, Financial Analysis, Financial Reporting, Operations Management, Financial Services
Education
Rutgers University 1996 — 2006
Bachelor's degree, Communication and Media Studies, 3.26
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank