Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Daniel F. Riordan III Daniel F. Riordan III's Merrill Lynch Experience May 2006 - April 2012
Job Financial Advisor at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS April 2012 - Present
Merrill Lynch May 2006 - April 2012
Education
Rutgers University 1986 — 1989
BS Marketing
UBS April 2012 - Present
Merrill Lynch May 2006 - April 2012
Education
Rutgers University 1986 — 1989
BS Marketing
Londyn Crowder-Maree Londyn Crowder-Maree's Merrill Lynch Experience June 2011 - June 2012
Job Associate Private Banker
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Wells Fargo October 2012 - May 2014
Merrill Lynch June 2011 - June 2012
Bank of America Merrill Lynch August 2009 - June 2011
Skills
Series 7, Series 63, Wealth Management, Portfolio Management, Private Banking, Investments, Retirement Planning, Uniform Combined State..., Securities, Banking, Credit, Mutual Funds, Equities, Asset Management, Mortgage Lending, Wealth Management..., High Net Worth..., Relationship Management, Asset Allocation, Financial Advisory, Cash Management, Loans, Financial Services, Lines Of Credit, Securities Lending, Mortgage Banking, Residential Mortgages, Retail Banking, Bonds, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
Bachelor of Arts (B.A.), Economics
Morgan Stanley May 2014 - Present
Wells Fargo October 2012 - May 2014
Merrill Lynch June 2011 - June 2012
Bank of America Merrill Lynch August 2009 - June 2011
Skills
Series 7, Series 63, Wealth Management, Portfolio Management, Private Banking, Investments, Retirement Planning, Uniform Combined State..., Securities, Banking, Credit, Mutual Funds, Equities, Asset Management, Mortgage Lending, Wealth Management..., High Net Worth..., Relationship Management, Asset Allocation, Financial Advisory, Cash Management, Loans, Financial Services, Lines Of Credit, Securities Lending, Mortgage Banking, Residential Mortgages, Retail Banking, Bonds, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
Bachelor of Arts (B.A.), Economics
Elaine Ngo Elaine Ngo's Merrill Lynch Experience July 2007 - June 2008
Job Customer Relations Associate at Tiffany & Company
Industry Business Supplies and Equipment
Experience
Tiffany & Company October 2014 - January 2015
America Leedscape Planning and Design Co., LTD June 2013 - June 2014
America Leedscape Planning and Design Co., LTD June 2013 - June 2014
Emerald Financial Resources May 2012 - May 2013
New York Chinese School Patrol (NYCSP) January 2008 - June 2012
Merrill Lynch July 2007 - June 2008
Skills
Public Relations, Sales, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Public Speaking, Social Networking, Social Media, Time Management, Recruiting, Outlook, Marketing, Event Planning, Microsoft Word, Management, Facebook
Education
Rutgers University-New Brunswick 2008 — 2012
B.A., Communication & Chinese
Tiffany & Company October 2014 - January 2015
America Leedscape Planning and Design Co., LTD June 2013 - June 2014
America Leedscape Planning and Design Co., LTD June 2013 - June 2014
Emerald Financial Resources May 2012 - May 2013
New York Chinese School Patrol (NYCSP) January 2008 - June 2012
Merrill Lynch July 2007 - June 2008
Skills
Public Relations, Sales, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Public Speaking, Social Networking, Social Media, Time Management, Recruiting, Outlook, Marketing, Event Planning, Microsoft Word, Management, Facebook
Education
Rutgers University-New Brunswick 2008 — 2012
B.A., Communication & Chinese
Amanda Zimmerlink Amanda Zimmerlink's Merrill Lynch Experience June 2010 - Present
Job controller at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Human Resources, Microsoft Word, Outlook, Investments, Recruiting, Project Management, Asset Allocation, Management, Customer Service, Equities, Series 7, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2010
Master of Arts (M.A.), Labor and Industrial Relations
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Arts (B.A.), Economics, psychology, labor studies
Merrill Lynch June 2010 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Human Resources, Microsoft Word, Outlook, Investments, Recruiting, Project Management, Asset Allocation, Management, Customer Service, Equities, Series 7, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2010
Master of Arts (M.A.), Labor and Industrial Relations
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Arts (B.A.), Economics, psychology, labor studies
justin goodman justin goodman's Merrill Lynch Experience January 2005 - March 2006
Job Sales representative
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2008 - Present
Merrill Lync March 2006 - March 2008
Merrill Lynch January 2005 - March 2006
Skills
Sales Management, Outside Sales, Financial Risk, Commercial Lending, Credit, Risk Management, Financial Services, Loans, Financial Analysis, Credit Analysis, Bloomberg, Banking, Wealth Management, Equity Research, Investment Advisory, Commercial Banking, Relationship Management, Customer Service, Sales, Leadership, Finance, Securities, Management, Portfolio Management, Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
sociology & labor studies, business
Bank of America Merrill Lynch March 2008 - Present
Merrill Lync March 2006 - March 2008
Merrill Lynch January 2005 - March 2006
Skills
Sales Management, Outside Sales, Financial Risk, Commercial Lending, Credit, Risk Management, Financial Services, Loans, Financial Analysis, Credit Analysis, Bloomberg, Banking, Wealth Management, Equity Research, Investment Advisory, Commercial Banking, Relationship Management, Customer Service, Sales, Leadership, Finance, Securities, Management, Portfolio Management, Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
sociology & labor studies, business
Maggie Bennett Maggie Bennett's Merrill Lynch Experience January 1984 - May 1987
Job
Industry Insurance
Experience
Aetna Inc. November 1987 - Present
Merrill Lynch January 1984 - May 1987
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Bachelor of Science (BS), Economics
Somerville High School 1974 — 1977
Aetna Inc. November 1987 - Present
Merrill Lynch January 1984 - May 1987
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Bachelor of Science (BS), Economics
Somerville High School 1974 — 1977
Gloria Lagerman Gloria Lagerman's Merrill Lynch Experience 1995 - 1997
Job Adjunct Faculty Member in Information Technologies Department at County College of Morris
Industry Computer Software
Experience
County College of Morris September 2014 - Present
Pharma Consult US, Inc 2011 - Present
Tech Dynamix LLC 2011 - Present
Fitness Elite January 2009 - Present
Lagerman Comp Tech Inc. January 1996 - December 2011
Regiscope Digital Imaging 2002 - 2010
CSF Corporation 1997 - 2000
Merrill Lynch 1995 - 1997
AT&T 1986 - 1995
Skills
Personal Training, PHP, JavaScript, jQuery, C, Perl, Unix Shell Scripting, DocBook, Cloud Computing, PostgreSQL, Oracle, Linux, Solaris, Windows 7, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts (BA), Computer Science
County College of Morris September 2014 - Present
Pharma Consult US, Inc 2011 - Present
Tech Dynamix LLC 2011 - Present
Fitness Elite January 2009 - Present
Lagerman Comp Tech Inc. January 1996 - December 2011
Regiscope Digital Imaging 2002 - 2010
CSF Corporation 1997 - 2000
Merrill Lynch 1995 - 1997
AT&T 1986 - 1995
Skills
Personal Training, PHP, JavaScript, jQuery, C, Perl, Unix Shell Scripting, DocBook, Cloud Computing, PostgreSQL, Oracle, Linux, Solaris, Windows 7, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts (BA), Computer Science
Robert Kang Robert Kang's Merrill Lynch Experience September 2010 - June 2012
Job Evercore ISI Sales and Trading
Industry Financial Services
Experience
Evercore June 2015 - Present
Mesa West Capital October 2014 - January 2015
Millennium Partners November 2013 - October 2014
UCLA Anderson School of Management September 2012 - June 2014
RBC Capital Markets June 2013 - September 2013
Merrill Lynch September 2010 - June 2012
Trillium Trading LLC September 2008 - January 2010
Old Hill Partners 2005 - 2007
Skills
Series 7, Securities, Equities, Hedge Funds, Alternative Investments, Portfolio Management, Equity Trading, Investments, Financial Markets, Trading, Asset Managment, Capital Markets, ABS, Bonds, Bloomberg, Valuation, Financial Services, Financial Modeling, Asset Management, Mutual Funds, Due Diligence, Equity Research, ETFs, Equity Valuation, Emerging Markets, FINRA, Fixed Income, Finance
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Real Estate
Rutgers University-New Brunswick 2004 — 2008
BA, Economics
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Evercore June 2015 - Present
Mesa West Capital October 2014 - January 2015
Millennium Partners November 2013 - October 2014
UCLA Anderson School of Management September 2012 - June 2014
RBC Capital Markets June 2013 - September 2013
Merrill Lynch September 2010 - June 2012
Trillium Trading LLC September 2008 - January 2010
Old Hill Partners 2005 - 2007
Skills
Series 7, Securities, Equities, Hedge Funds, Alternative Investments, Portfolio Management, Equity Trading, Investments, Financial Markets, Trading, Asset Managment, Capital Markets, ABS, Bonds, Bloomberg, Valuation, Financial Services, Financial Modeling, Asset Management, Mutual Funds, Due Diligence, Equity Research, ETFs, Equity Valuation, Emerging Markets, FINRA, Fixed Income, Finance
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Real Estate
Rutgers University-New Brunswick 2004 — 2008
BA, Economics
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Michael Quinn, CRPC® Michael Quinn, CRPC®'s Merrill Lynch Experience 1983 - 1989
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
H&R Block Financial Advisors 2007 - 2009
H&R Block Financial Advisors 2001 - 2007
Olde Discount Brokers 1989 - 2001
Merrill Lynch 1983 - 1989
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
Ameriprise Financial Services, Inc. October 2009 - Present
H&R Block Financial Advisors 2007 - 2009
H&R Block Financial Advisors 2001 - 2007
Olde Discount Brokers 1989 - 2001
Merrill Lynch 1983 - 1989
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
Rory Sager's Merrill Lynch Experience June 1997 - Present
Job Equity trader at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1997 - Present
Spears Benzak Salomon and Farrell 1994 - 1997
Skills
Series 7, Bloomberg, Fixed Income, Derivatives, Series 63, Investments, Capital Markets, Portfolio Management, Trading, Securities, Hedge Funds, Mutual Funds, Wealth Management, Options, Equity Trading, Equities, Trading Systems
Education
Rutgers University 1990 — 1994
Merrill Lynch June 1997 - Present
Spears Benzak Salomon and Farrell 1994 - 1997
Skills
Series 7, Bloomberg, Fixed Income, Derivatives, Series 63, Investments, Capital Markets, Portfolio Management, Trading, Securities, Hedge Funds, Mutual Funds, Wealth Management, Options, Equity Trading, Equities, Trading Systems
Education
Rutgers University 1990 — 1994
Richard Ellison Richard Ellison's Merrill Lynch Experience January 2011 - Present
Job Sr. Test Engineer at RTTS
Industry Computer Software
Experience
RTTS August 2010 - Present
Merrill Lynch January 2011 - Present
Morgan Stanley October 2010 - January 2011
AAR CORP. July 2007 - August 2010
Skills
Test Automation, Quality Center, Java, JIRA, HP Quality Center, SDLC, SQL, Selenium, Visual Studio, C#, Coded UI, JavaScript, CSS, HTML 5, Rational Functional..., TestPartner, Ext JS, A&P, Airframe, PowerPlant, Manual Testing, Quality Assurance, Test Cases, Testing, Agile Methodologies
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (BA), Computer Science
RTTS August 2010 - Present
Merrill Lynch January 2011 - Present
Morgan Stanley October 2010 - January 2011
AAR CORP. July 2007 - August 2010
Skills
Test Automation, Quality Center, Java, JIRA, HP Quality Center, SDLC, SQL, Selenium, Visual Studio, C#, Coded UI, JavaScript, CSS, HTML 5, Rational Functional..., TestPartner, Ext JS, A&P, Airframe, PowerPlant, Manual Testing, Quality Assurance, Test Cases, Testing, Agile Methodologies
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (BA), Computer Science
Bryan R. Boender Bryan R. Boender's Merrill Lynch Experience August 2001 - March 2002
Job Associate Attorney at Arnold Law
Industry Law Practice
Experience
Arnold Law February 2015 - Present
Boender Litigation, LLC October 2012 - March 2015
Public Defender Services of Lane County, Inc. September 2010 - September 2012
Oregon Army National Guard December 2010 - June 2012
Oregon School Boards Association May 2010 - December 2010
Oregon Army National Guard July 2009 - December 2010
US Army October 2004 - March 2009
CCG Investor Relations March 2002 - July 2003
Merrill Lynch August 2001 - March 2002
Morgan Stanley October 2000 - July 2001
Skills
Legal Research, Legal Writing, Administrative Law, Litigation, Westlaw, Lexis, Criminal Procedure, Public Speaking, Veterans Law, Trial Practice, Criminal Law, Civil Litigation, Research, Interviews, Government, Trials, Policy Analysis, Criminal Defense, Legislation, Legislative Relations, Motions
Education
University of Oregon School of Law 2009 — 2012
Doctor of Jurisprudence
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2000
Master of Science, Public Policy
Seattle University 1994 — 1998
Bachelor of Arts, Political Science
Arnold Law February 2015 - Present
Boender Litigation, LLC October 2012 - March 2015
Public Defender Services of Lane County, Inc. September 2010 - September 2012
Oregon Army National Guard December 2010 - June 2012
Oregon School Boards Association May 2010 - December 2010
Oregon Army National Guard July 2009 - December 2010
US Army October 2004 - March 2009
CCG Investor Relations March 2002 - July 2003
Merrill Lynch August 2001 - March 2002
Morgan Stanley October 2000 - July 2001
Skills
Legal Research, Legal Writing, Administrative Law, Litigation, Westlaw, Lexis, Criminal Procedure, Public Speaking, Veterans Law, Trial Practice, Criminal Law, Civil Litigation, Research, Interviews, Government, Trials, Policy Analysis, Criminal Defense, Legislation, Legislative Relations, Motions
Education
University of Oregon School of Law 2009 — 2012
Doctor of Jurisprudence
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2000
Master of Science, Public Policy
Seattle University 1994 — 1998
Bachelor of Arts, Political Science
Alexander Radcliffe's Merrill Lynch Experience December 2014 - Present
Job Operations Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Science (BS), Economics
Merrill Lynch December 2014 - Present
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Science (BS), Economics
James Kosmides James Kosmides's Merrill Lynch Experience June 2008 - November 2014
Job Project Lead at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price December 2014 - Present
Merrill Lynch June 2008 - November 2014
Merrill Lynch 1995 - June 2008
Andersen Consulting 1989 - 1995
Education
Rutgers University-New Brunswick 1984 — 1988
BS
T. Rowe Price December 2014 - Present
Merrill Lynch June 2008 - November 2014
Merrill Lynch 1995 - June 2008
Andersen Consulting 1989 - 1995
Education
Rutgers University-New Brunswick 1984 — 1988
BS
Tom Strumpf Tom Strumpf's Merrill Lynch Experience 1995 - 2006
Job Release and Deployment Management at JPMorgan Chase & Co.
Industry Computer Software
Experience
JPMorgan Chase & Co. December 2014 - Present
UBS Wealth Management August 2011 - November 2014
Bank of America 2010 - September 2011
FalconStor Software 2006 - 2010
Merrill Lynch 1995 - 2006
Microbank Software 1992 - 1995
Skills
Change Management, Business Continuity, ITIL, Disaster Recovery, Vendor Management, Enterprise Architecture, Storage Area Networks, Cloud Computing, SharePoint, Storage, SDLC, IT Operations, IT Service Management, Project Portfolio..., Pre-sales, Data Center, Integration, Management, Risk Management, Enterprise Software, PMO, PMP, Incident Management, Virtualization, Software Project..., Business Analysis, Solution Architecture, High Availability, Program Management, Project Management, IT Management, Leadership, Networking, SAN, IT Strategy, Security, Infrastructure, SaaS
Education
DeVry University 1987 — 1990
BS, CIS
Rutgers University-New Brunswick 1984 — 1987
Business Administration
JPMorgan Chase & Co. December 2014 - Present
UBS Wealth Management August 2011 - November 2014
Bank of America 2010 - September 2011
FalconStor Software 2006 - 2010
Merrill Lynch 1995 - 2006
Microbank Software 1992 - 1995
Skills
Change Management, Business Continuity, ITIL, Disaster Recovery, Vendor Management, Enterprise Architecture, Storage Area Networks, Cloud Computing, SharePoint, Storage, SDLC, IT Operations, IT Service Management, Project Portfolio..., Pre-sales, Data Center, Integration, Management, Risk Management, Enterprise Software, PMO, PMP, Incident Management, Virtualization, Software Project..., Business Analysis, Solution Architecture, High Availability, Program Management, Project Management, IT Management, Leadership, Networking, SAN, IT Strategy, Security, Infrastructure, SaaS
Education
DeVry University 1987 — 1990
BS, CIS
Rutgers University-New Brunswick 1984 — 1987
Business Administration
Laleh Baheri Laleh Baheri's Merrill Lynch Experience July 2006 - December 2006
Job Director World Service Regulatory Strategy at American Express
Industry Financial Services
Experience
American Express January 2013 - Present
Accenture January 2002 - January 2013
American Express July 2009 - December 2012
Morgan Stanley February 2009 - June 2009
BNP Paribas June 2008 - December 2008
TIAA-CREF January 2007 - February 2008
Merrill Lynch July 2006 - December 2006
EMC October 2005 - May 2006
Sirius XM Radio Inc. March 2005 - August 2005
Deutsche Bank April 2004 - December 2004
Skills
Business Transformation, Management Consulting, Shared Services, Organizational Design, Business Architecture, Acquisition Integration, Project Management, IT Strategy, Program Management, SDLC, Business Process Design, Business Analysis, Integration, PMO, Business Process..., Change Management, Strategy, Business Process...
Education
Rutgers University-New Brunswick 1996 — 2001
BS, BA, Electrical & Computer Eng'g, French
American Express January 2013 - Present
Accenture January 2002 - January 2013
American Express July 2009 - December 2012
Morgan Stanley February 2009 - June 2009
BNP Paribas June 2008 - December 2008
TIAA-CREF January 2007 - February 2008
Merrill Lynch July 2006 - December 2006
EMC October 2005 - May 2006
Sirius XM Radio Inc. March 2005 - August 2005
Deutsche Bank April 2004 - December 2004
Skills
Business Transformation, Management Consulting, Shared Services, Organizational Design, Business Architecture, Acquisition Integration, Project Management, IT Strategy, Program Management, SDLC, Business Process Design, Business Analysis, Integration, PMO, Business Process..., Change Management, Strategy, Business Process...
Education
Rutgers University-New Brunswick 1996 — 2001
BS, BA, Electrical & Computer Eng'g, French
James B. Maze, CFA James B. Maze, CFA's Merrill Lynch Experience July 1987 - June 1988
Job Senior Investment Advisor, Wealth Management
Industry Investment Management
Experience
New Hope, PA 2012 - Present
PNC Wealth Management 2002 - 2012
Merrill Lynch Investment Managers 1989 - 2002
Merrill Lynch July 1987 - June 1988
Skills
Wealth Management, Portfolio Management, Investment Advisory, Equities, Fixed Income, Equity Derivatives, Trusts, Customer Retention, Client Development, Microsoft Excel, Microsoft Access
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
BA, Economics
New Hope, PA 2012 - Present
PNC Wealth Management 2002 - 2012
Merrill Lynch Investment Managers 1989 - 2002
Merrill Lynch July 1987 - June 1988
Skills
Wealth Management, Portfolio Management, Investment Advisory, Equities, Fixed Income, Equity Derivatives, Trusts, Customer Retention, Client Development, Microsoft Excel, Microsoft Access
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
BA, Economics
Anthony Perna's Merrill Lynch Experience March 1998 - May 1999
Job City of New York MIS (Contractor)
Industry Information Services
Experience
City Of New York (MIS) March 2009 - Present
Weight Watchers June 2008 - November 2008
Nielsen - Business Media March 2006 - April 2008
Capgemini Americas August 2004 - August 2005
Morgan Stanley & Co November 1999 - August 2004
Banc of America Securities May 1999 - November 1999
Merrill Lynch March 1998 - May 1999
Skills
Process Improvement, Business Analysis, Project Portfolio..., Vendor Management, Project Management, PMP, Program Management, SDLC, IT Strategy, Business Intelligence, Change Management, Software Project..., Requirements Analysis, Outsourcing, Project Delivery, Cross-functional Team..., CRM, Integration, Software Documentation, Strategy, Databases, Management, Leadership, Requirements Gathering, Enterprise Architecture, IT Management, Project Planning, Risk Management, SharePoint, Information Technology, Visio, Business Process, ERP, Disaster Recovery, Business Process..., PMO, Data Warehousing, Web Services, Resource Management, Analysis, IT Service Management, ITIL, Systems Analysis, Consulting, MS Project, Agile Project Management, Solution Architecture, Agile Methodologies, Governance, Software Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA
City Of New York (MIS) March 2009 - Present
Weight Watchers June 2008 - November 2008
Nielsen - Business Media March 2006 - April 2008
Capgemini Americas August 2004 - August 2005
Morgan Stanley & Co November 1999 - August 2004
Banc of America Securities May 1999 - November 1999
Merrill Lynch March 1998 - May 1999
Skills
Process Improvement, Business Analysis, Project Portfolio..., Vendor Management, Project Management, PMP, Program Management, SDLC, IT Strategy, Business Intelligence, Change Management, Software Project..., Requirements Analysis, Outsourcing, Project Delivery, Cross-functional Team..., CRM, Integration, Software Documentation, Strategy, Databases, Management, Leadership, Requirements Gathering, Enterprise Architecture, IT Management, Project Planning, Risk Management, SharePoint, Information Technology, Visio, Business Process, ERP, Disaster Recovery, Business Process..., PMO, Data Warehousing, Web Services, Resource Management, Analysis, IT Service Management, ITIL, Systems Analysis, Consulting, MS Project, Agile Project Management, Solution Architecture, Agile Methodologies, Governance, Software Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA
Claudia Tresente Claudia Tresente's Merrill Lynch Experience June 1988 - November 2001
Job Bookkeeper at Latitude 45 Catering
Industry Nonprofit Organization Management
Experience
Latitude 45 Catering May 2015 - Present
Friends of the Children January 2014 - April 2015
Sisters of St. Mary of Oregon April 2011 - December 2013
Merrill Lynch June 1988 - November 2001
Skills
Accounting, Budgets, Teamwork, Time Management, Financial Reporting, Account Reconciliation, Nonprofits, Analytics, Bookkeeping, Microsoft Excel, General Ledger, QuickBooks, Finance, Auditing
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor's degree, Accounting and Finance
Latitude 45 Catering May 2015 - Present
Friends of the Children January 2014 - April 2015
Sisters of St. Mary of Oregon April 2011 - December 2013
Merrill Lynch June 1988 - November 2001
Skills
Accounting, Budgets, Teamwork, Time Management, Financial Reporting, Account Reconciliation, Nonprofits, Analytics, Bookkeeping, Microsoft Excel, General Ledger, QuickBooks, Finance, Auditing
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor's degree, Accounting and Finance
Conor Lynch Conor Lynch's Merrill Lynch Experience March 2015 - Present
Job Financial Solutions at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
National Securities July 2014 - February 2015
Fastenal November 2013 - July 2014
Skills
Sales, Customer Service, Series 7, Stocks, Asset Allocation, Investments, Inventory Management, Purchasing, Leadership, Accounting, Sales Management, Corporate Finance, Social Media Marketing, Public Relations, Account Management, Accounts Receivable, Product Management, Finance, Securities, Series 63, Social Networking, Networking, Public Speaking, Cold Calling, New Business Development, Microsoft Office, Microsoft Excel, Microsoft Word, Sales Operations, Management, PowerPoint, Team Leadership, Financial Services, REITs, 401k, Retirement Planning, Social Media, Event Planning, Time Management, Research, Financial Analysis, Financial Planning, Financial Modeling, Strategic Planning, Portfolio Management, Equities
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
Merrill Lynch March 2015 - Present
National Securities July 2014 - February 2015
Fastenal November 2013 - July 2014
Skills
Sales, Customer Service, Series 7, Stocks, Asset Allocation, Investments, Inventory Management, Purchasing, Leadership, Accounting, Sales Management, Corporate Finance, Social Media Marketing, Public Relations, Account Management, Accounts Receivable, Product Management, Finance, Securities, Series 63, Social Networking, Networking, Public Speaking, Cold Calling, New Business Development, Microsoft Office, Microsoft Excel, Microsoft Word, Sales Operations, Management, PowerPoint, Team Leadership, Financial Services, REITs, 401k, Retirement Planning, Social Media, Event Planning, Time Management, Research, Financial Analysis, Financial Planning, Financial Modeling, Strategic Planning, Portfolio Management, Equities
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Economics
Constance (Connie) Monroe Constance (Connie) Monroe's Merrill Lynch Experience 1993 - 2009
Job Communications Consultant at CJM Consulting
Industry Management Consulting
Experience
MWH Advertising January 2014 - Present
CJM Consulting May 2013 - Present
Centurion Ministries July 2013 - Present
CJM-Consulting April 2010 - July 2013
Princeton Information October 2010 - December 2011
Merrill Lynch 1993 - 2009
Skills
Process Improvement, Team Building, Coaching, Vendor Management, Change Management, Six Sigma, Management, Cross-functional Team..., Budgets, Project Planning, Project Management, Business Process..., Call Centers, Business Analysis, Program Management, Risk Management, Leadership, Leadership Development, Outsourcing, Sourcing, Strategic Planning, Strategy, Organizational..., Management Consulting, Marketing, Consulting
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1992
BA, English
MWH Advertising January 2014 - Present
CJM Consulting May 2013 - Present
Centurion Ministries July 2013 - Present
CJM-Consulting April 2010 - July 2013
Princeton Information October 2010 - December 2011
Merrill Lynch 1993 - 2009
Skills
Process Improvement, Team Building, Coaching, Vendor Management, Change Management, Six Sigma, Management, Cross-functional Team..., Budgets, Project Planning, Project Management, Business Process..., Call Centers, Business Analysis, Program Management, Risk Management, Leadership, Leadership Development, Outsourcing, Sourcing, Strategic Planning, Strategy, Organizational..., Management Consulting, Marketing, Consulting
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1992
BA, English
Lynette Wojcik Lynette Wojcik's Merrill Lynch Experience September 2001 - 2003
Job Vice President of Operations
Industry Marketing and Advertising
Experience
The Two River Times July 2014 - Present
Newport Capital Group November 2008 - Present
Foxtons 2004 - 2007
Clear Channel Communications 2003 - 2006
PNC Bank Arts Center March 2002 - 2003
Merrill Lynch September 2001 - 2003
Skills
Direct Sales, Business Strategy, PowerPoint, Investment Properties, Team Building, Contract Negotiation, Customer Satisfaction, Sales Process, Online Marketing, Solution Selling, Strategic Planning, Business Development, Lead Generation
Education
Rutgers University 2000 — 2004
The Two River Times July 2014 - Present
Newport Capital Group November 2008 - Present
Foxtons 2004 - 2007
Clear Channel Communications 2003 - 2006
PNC Bank Arts Center March 2002 - 2003
Merrill Lynch September 2001 - 2003
Skills
Direct Sales, Business Strategy, PowerPoint, Investment Properties, Team Building, Contract Negotiation, Customer Satisfaction, Sales Process, Online Marketing, Solution Selling, Strategic Planning, Business Development, Lead Generation
Education
Rutgers University 2000 — 2004
Maria Gaviero-Escobar, SPHR, MLER Maria Gaviero-Escobar, SPHR, MLER's Merrill Lynch Experience 2002 - 2003
Job Sr. HR Business Partner at Dean Foods
Industry Human Resources
Experience
Dean Foods 2010 - Present
Comcast Cable November 2003 - July 2009
Merrill Lynch 2002 - 2003
Prudential Financial 1999 - 2002
PHELPS DODGE CORPORATION 1997 - 1999
GT INTERACTIVE SOFTWARE, Edison, NJ 1995 - 1997
LIZ CLAIBORNE, INC., North Bergen, NJ 1986 - 1995
Skills
Workforce Planning, SPHR, Talent Management, Employee Relations, Leadership, Performance Management, HR Transformation, Succession Planning, Human Resources, Onboarding, Talent Acquisition, Personnel Management, Employee Benefits, HR Consulting, Deferred Compensation, Organizational..., Employee Training, Benefits Administration, Recruiting, Hiring, Labor Relations, Management, Employee Engagement, Change Management, FMLA, Employment Law, HRIS, HR Policies, Coaching, Applicant Tracking..., Organizational Design, Organizational..., New Hire Orientations, College Recruiting, Union Avoidance, Compensation & Benefit, Interviews, Career Development, Employee Handbooks, Technical Recruiting, Temporary Placement, Conflict Resolution, Executive Search, Performance Appraisal, Job Descriptions, PeopleSoft, Internet Recruiting, Benefits Negotiation, EEO, Employer Branding
Education
Rutgers, The State University of New Jersey-New Brunswick
MLER, Master's in Labor and Employee Relations
St. Peter's College
Bachelor of Arts, Psychology
Dean Foods 2010 - Present
Comcast Cable November 2003 - July 2009
Merrill Lynch 2002 - 2003
Prudential Financial 1999 - 2002
PHELPS DODGE CORPORATION 1997 - 1999
GT INTERACTIVE SOFTWARE, Edison, NJ 1995 - 1997
LIZ CLAIBORNE, INC., North Bergen, NJ 1986 - 1995
Skills
Workforce Planning, SPHR, Talent Management, Employee Relations, Leadership, Performance Management, HR Transformation, Succession Planning, Human Resources, Onboarding, Talent Acquisition, Personnel Management, Employee Benefits, HR Consulting, Deferred Compensation, Organizational..., Employee Training, Benefits Administration, Recruiting, Hiring, Labor Relations, Management, Employee Engagement, Change Management, FMLA, Employment Law, HRIS, HR Policies, Coaching, Applicant Tracking..., Organizational Design, Organizational..., New Hire Orientations, College Recruiting, Union Avoidance, Compensation & Benefit, Interviews, Career Development, Employee Handbooks, Technical Recruiting, Temporary Placement, Conflict Resolution, Executive Search, Performance Appraisal, Job Descriptions, PeopleSoft, Internet Recruiting, Benefits Negotiation, EEO, Employer Branding
Education
Rutgers, The State University of New Jersey-New Brunswick
MLER, Master's in Labor and Employee Relations
St. Peter's College
Bachelor of Arts, Psychology
Stan Zlotsky, CFA Stan Zlotsky, CFA's Merrill Lynch Experience June 2001 - August 2005
Job Vice President, Software Equity Research at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Deutsche Bank Securities March 2010 - August 2013
Deutsche Asset Management August 2005 - March 2010
Merrill Lynch June 2001 - August 2005
Skills
Equity Research, Trading Systems, Equities, Fixed Income, Investment Banking, Capital Markets, Asset Management, Hedge Funds, Valuation
Education
Rutgers University-New Brunswick 2005 — 2008
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Electrical Engineering / Computer Science
Morgan Stanley September 2013 - Present
Deutsche Bank Securities March 2010 - August 2013
Deutsche Asset Management August 2005 - March 2010
Merrill Lynch June 2001 - August 2005
Skills
Equity Research, Trading Systems, Equities, Fixed Income, Investment Banking, Capital Markets, Asset Management, Hedge Funds, Valuation
Education
Rutgers University-New Brunswick 2005 — 2008
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Electrical Engineering / Computer Science
John Vasilik John Vasilik's Merrill Lynch Experience February 1985 - January 1990
Job Director IT at Passaic Valley Sewerage Commission
Industry Utilities
Experience
Oracle 1997 - Present
Passaic Valley Sewerage Commission January 1993 - Present
Passaic Valley Sewerage Commission January 1993 - July 2010
Applied Business Solutions January 1990 - 1995
Merrill Lynch February 1985 - January 1990
Midlantic Banks 1975 - 1985
Education
Rutgers University-New Brunswick 1970 — 1975
Oracle 1997 - Present
Passaic Valley Sewerage Commission January 1993 - Present
Passaic Valley Sewerage Commission January 1993 - July 2010
Applied Business Solutions January 1990 - 1995
Merrill Lynch February 1985 - January 1990
Midlantic Banks 1975 - 1985
Education
Rutgers University-New Brunswick 1970 — 1975
Michael J Craig Michael J Craig's Merrill Lynch Experience December 2006 - May 2011
Job Prime Brokerage Hedge Fund Services Client Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch May 2011 - March 2013
Merrill Lynch December 2006 - May 2011
Merrill Lynch May 2004 - December 2006
Mellon Investor Services December 2000 - May 2003
Skills
Equities, Securities, Derivatives, Options, Trading, Series 7, Prime Brokerage, Financial Risk, Swaps, Series 63, Valuation, ETFs, New Business Development, Sales, Fixed Income, Hedge Funds, Financial Services, Corporate Actions, Relationship Management, Equity Derivatives, Trading Systems, Finance, FINRA, Electronic Trading, FX Options, Securities Lending, Mutual Funds
Education
Rutgers University-New Brunswick 1995 — 2000
BS, Environmental & Business Economics
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch May 2011 - March 2013
Merrill Lynch December 2006 - May 2011
Merrill Lynch May 2004 - December 2006
Mellon Investor Services December 2000 - May 2003
Skills
Equities, Securities, Derivatives, Options, Trading, Series 7, Prime Brokerage, Financial Risk, Swaps, Series 63, Valuation, ETFs, New Business Development, Sales, Fixed Income, Hedge Funds, Financial Services, Corporate Actions, Relationship Management, Equity Derivatives, Trading Systems, Finance, FINRA, Electronic Trading, FX Options, Securities Lending, Mutual Funds
Education
Rutgers University-New Brunswick 1995 — 2000
BS, Environmental & Business Economics
Dharam (DC) Gunnia Dharam (DC) Gunnia's Merrill Lynch Experience June 2002 - January 2004
Job Project Manager
Industry Information Technology and Services
Experience
Teacher Retirement System of Texas July 2009 - January 2015
PFS Investments May 2002 - November 2011
City of New York June 2007 - June 2009
NJ Department of Treasury - Taxation January 2004 - June 2007
Merrill Lynch June 2002 - January 2004
Siemens Energy & Automation May 2000 - November 2001
Skills
SDLC, Visio, Requirements Gathering, Business Analysis, Business Process..., Systems Analysis, Software Project..., Vendor Management, Requirements Analysis, Data Analysis, Business Intelligence, Cognos, Project Management, Financial Analysis, Business Requirements, Integration, SAP, Quantitative Analytics, eFront, AlternativeSoft, Advent Tamale RMS, CGI Advantage ERP, Bloomberg Terminal, Enterprise Software, Analysis, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
BS, Biological Science/Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Teacher Retirement System of Texas July 2009 - January 2015
PFS Investments May 2002 - November 2011
City of New York June 2007 - June 2009
NJ Department of Treasury - Taxation January 2004 - June 2007
Merrill Lynch June 2002 - January 2004
Siemens Energy & Automation May 2000 - November 2001
Skills
SDLC, Visio, Requirements Gathering, Business Analysis, Business Process..., Systems Analysis, Software Project..., Vendor Management, Requirements Analysis, Data Analysis, Business Intelligence, Cognos, Project Management, Financial Analysis, Business Requirements, Integration, SAP, Quantitative Analytics, eFront, AlternativeSoft, Advent Tamale RMS, CGI Advantage ERP, Bloomberg Terminal, Enterprise Software, Analysis, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
BS, Biological Science/Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Kim Lester Kim Lester's Merrill Lynch Experience September 1996 - May 2007
Job Leader at Weight Watchers
Industry Health, Wellness and Fitness
Experience
Weight Watchers May 2010 - Present
Hallmark September 2008 - December 2010
Dunellen School District January 2008 - June 2010
Merrill Lynch September 1996 - May 2007
K-III Magazines March 1996 - September 1996
Fleet Bank (formally NatWest Bank) January 1991 - March 1996
Abraham & Straus July 1988 - October 1990
Skills
Sales, Training, Human Resources, Microsoft Office, Public Speaking, Coaching, Customer Service, Event Planning, Leadership, Microsoft Excel, PowerPoint, Team Building, Leadership Development, Time Management, Outlook
Education
Rutgers University-New Brunswick 1984 — 1988
BS, Management
Weight Watchers May 2010 - Present
Hallmark September 2008 - December 2010
Dunellen School District January 2008 - June 2010
Merrill Lynch September 1996 - May 2007
K-III Magazines March 1996 - September 1996
Fleet Bank (formally NatWest Bank) January 1991 - March 1996
Abraham & Straus July 1988 - October 1990
Skills
Sales, Training, Human Resources, Microsoft Office, Public Speaking, Coaching, Customer Service, Event Planning, Leadership, Microsoft Excel, PowerPoint, Team Building, Leadership Development, Time Management, Outlook
Education
Rutgers University-New Brunswick 1984 — 1988
BS, Management
David Cerza David Cerza's Merrill Lynch Experience March 1996 - September 2000
Job Vice President Investment Advisory Platform Management and Development at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group December 2014 - Present
Fiserv August 2009 - February 2014
Coleman Research Group January 2009 - August 2009
AXA Equitable September 2000 - February 2008
Merrill Lynch March 1996 - September 2000
Merrill Lynch July 1993 - March 1996
Merrill Lynch October 1984 - July 1993
Skills
Financial Services, Relationship Management, Strategic Partnerships, Product Management, Mutual Funds, Cross-functional Team..., Wealth Management, Process Improvement, Investments, Securities, Risk Management, Vendor Management, Asset Management, Contract Negotiation, Strategic Thinking, Portfolio Management, Asset Managment, Fixed Income, Equities, Trading, Business Strategy, FINRA Series 7, 63, 65..., Leadership, Strategy, Executive Management
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics / Finance
Columbia HS
AIG Advisor Group December 2014 - Present
Fiserv August 2009 - February 2014
Coleman Research Group January 2009 - August 2009
AXA Equitable September 2000 - February 2008
Merrill Lynch March 1996 - September 2000
Merrill Lynch July 1993 - March 1996
Merrill Lynch October 1984 - July 1993
Skills
Financial Services, Relationship Management, Strategic Partnerships, Product Management, Mutual Funds, Cross-functional Team..., Wealth Management, Process Improvement, Investments, Securities, Risk Management, Vendor Management, Asset Management, Contract Negotiation, Strategic Thinking, Portfolio Management, Asset Managment, Fixed Income, Equities, Trading, Business Strategy, FINRA Series 7, 63, 65..., Leadership, Strategy, Executive Management
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics / Finance
Columbia HS
Rohini Bhatia's Merrill Lynch Experience July 2010 - November 2012
Job Business Strategy Executive
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
J.P. Morgan November 2012 - September 2013
Merrill Lynch July 2010 - November 2012
Merrill Lynch August 2009 - July 2010
Marsh 2007 - 2009
Merrill Lynch 2005 - 2007
Dow Jones 2004 - 2005
Pfizer Consumer Healthcare 2002 - 2004
Skills
Investments, Finance, Business Strategy, Wealth Management, Portfolio Management, Investment Advisory, Asset Management, Financial Services, Financial Modeling, Business Planning, Market Analysis, Management, Equities, Fixed Income, Leadership, Securities, Financial Analysis, Analysis, Asset Allocation, Relationship Management, Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
B.S, Economics, Communication, Finance
EBHS 1996 — 1999
J.P. Morgan September 2013 - Present
J.P. Morgan November 2012 - September 2013
Merrill Lynch July 2010 - November 2012
Merrill Lynch August 2009 - July 2010
Marsh 2007 - 2009
Merrill Lynch 2005 - 2007
Dow Jones 2004 - 2005
Pfizer Consumer Healthcare 2002 - 2004
Skills
Investments, Finance, Business Strategy, Wealth Management, Portfolio Management, Investment Advisory, Asset Management, Financial Services, Financial Modeling, Business Planning, Market Analysis, Management, Equities, Fixed Income, Leadership, Securities, Financial Analysis, Analysis, Asset Allocation, Relationship Management, Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
B.S, Economics, Communication, Finance
EBHS 1996 — 1999
Deborah Brandell, SPHR Deborah Brandell, SPHR's Merrill Lynch Experience August 1986 - March 1987
Job Human Resources Manager at The Phoenix Center, Inc.
Industry Human Resources
Experience
The Phoenix Center, Inc. September 2010 - Present
Glen Ridge Community Concerts 2006 - Present
Marshall Crown Assoc. March 2003 - Present
PROXUS LLC June 2005 - August 2010
DRAGOCO (Symrise) June 1989 - January 2001
Kelly Services July 1988 - June 1989
Fox & Fox, Esqs March 1987 - July 1988
Merrill Lynch August 1986 - March 1987
Skills
HR Consulting, Employee Benefits, Succession Planning, Organizational..., Training, Benefits Administration, Policy, Recruiting, Program Management, Leadership Development, Employee Relations, Career Counseling, Personnel Management, Human Resources, Performance Management, Leadership, Mergers & Acquisitions, Deferred Compensation
Education
Rutgers University-New Brunswick 1982 — 1986
Bachelor of Arts, Sociology
Fairleigh Dickinson University-Florham Campus
MBA, Human Resource Management
The Phoenix Center, Inc. September 2010 - Present
Glen Ridge Community Concerts 2006 - Present
Marshall Crown Assoc. March 2003 - Present
PROXUS LLC June 2005 - August 2010
DRAGOCO (Symrise) June 1989 - January 2001
Kelly Services July 1988 - June 1989
Fox & Fox, Esqs March 1987 - July 1988
Merrill Lynch August 1986 - March 1987
Skills
HR Consulting, Employee Benefits, Succession Planning, Organizational..., Training, Benefits Administration, Policy, Recruiting, Program Management, Leadership Development, Employee Relations, Career Counseling, Personnel Management, Human Resources, Performance Management, Leadership, Mergers & Acquisitions, Deferred Compensation
Education
Rutgers University-New Brunswick 1982 — 1986
Bachelor of Arts, Sociology
Fairleigh Dickinson University-Florham Campus
MBA, Human Resource Management
Scott Mandel Scott Mandel's Merrill Lynch Experience March 2005 - March 2008
Job VP / Project Manager Investment Platforms at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Michael Pulver Michael Pulver's Merrill Lynch Experience 1989 - 1996
Job Human Resources Director at Passaic Valley Sewerage Commission
Industry Human Resources
Experience
Passaic Valley Sewerage Commission 2014 - Present
The Leukemia & Lymphoma Society 1999 - 2013
Ernst & Young 1996 - 1999
Merrill Lynch 1989 - 1996
Skills
Employee Relations, Talent Acquisition, Personnel Management, Employee Engagement, Human Resources, Project Management, Employment Law, Recruiting, Benefits Administration, Talent Management, New Hire Orientations, Onboarding, Succession Planning, Deferred Compensation, FMLA, Community Outreach
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Business Management
Passaic Valley Sewerage Commission 2014 - Present
The Leukemia & Lymphoma Society 1999 - 2013
Ernst & Young 1996 - 1999
Merrill Lynch 1989 - 1996
Skills
Employee Relations, Talent Acquisition, Personnel Management, Employee Engagement, Human Resources, Project Management, Employment Law, Recruiting, Benefits Administration, Talent Management, New Hire Orientations, Onboarding, Succession Planning, Deferred Compensation, FMLA, Community Outreach
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Business Management
Alpha Korngor Alpha Korngor's Merrill Lynch Experience August 2011 - Present
Job investment specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Equities, Fixed Income, Asset Allocation, Series 63, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick
Economics
Merrill Lynch August 2011 - Present
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Equities, Fixed Income, Asset Allocation, Series 63, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick
Economics
Jon Ellenberg Jon Ellenberg's Merrill Lynch Experience 1999 - November 2009
Job Really Nice Guy, SVP, Brand Delivery for Affluent Segment at Bank of America Global Wealth & Investment Management
Industry Financial Services
Experience
Bank of America Global Wealth & Investment Management January 2014 - Present
Bank of America Global Wealth & Investment Management September 2012 - December 2013
U.S. Trust, Bank of America Private Wealth Management June 2009 - September 2012
Merrill Lynch 1999 - November 2009
Merrill Lynch 1999 - 2007
Panasonic 1994 - 1999
Baker & Taylor 1992 - 1995
Baker & Taylor 1992 - 1993
Skills
Marketing, Nice Guy, Online Advertising, Online Marketing, Integrated Marketing, Marketing Communications, Financial Services, Content Strategy, Brand Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.)
middlesex high school
Bank of America Global Wealth & Investment Management January 2014 - Present
Bank of America Global Wealth & Investment Management September 2012 - December 2013
U.S. Trust, Bank of America Private Wealth Management June 2009 - September 2012
Merrill Lynch 1999 - November 2009
Merrill Lynch 1999 - 2007
Panasonic 1994 - 1999
Baker & Taylor 1992 - 1995
Baker & Taylor 1992 - 1993
Skills
Marketing, Nice Guy, Online Advertising, Online Marketing, Integrated Marketing, Marketing Communications, Financial Services, Content Strategy, Brand Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.)
middlesex high school
Kasia Pasanowic's Merrill Lynch Experience March 1997 - March 1998
Job Marketing Associate at Oliver Wyman
Industry Financial Services
Experience
Oliver Wyman December 2007 - Present
Arsenal Capital Partners March 2006 - September 2007
Cision August 2004 - September 2005
CHANEL July 2000 - November 2003
Merrill Lynch March 1997 - March 1998
Skills
Mergers, Strategic Planning, Market Research, Business Strategy, Strategy, Mergers & Acquisitions, Marketing Strategy, Marketing, CRM, New Business Development, Strategic Communications, Digital Marketing, Marketing Communications, Financial Services, Email Marketing, Brand Management, Corporate Communications, Private Equity, Management Consulting, Business Development, Strategic Partnerships, Analytics, Competitive Analysis, Financial Modeling, Market Analysis, Entrepreneurship
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BA, Political Science
Oliver Wyman December 2007 - Present
Arsenal Capital Partners March 2006 - September 2007
Cision August 2004 - September 2005
CHANEL July 2000 - November 2003
Merrill Lynch March 1997 - March 1998
Skills
Mergers, Strategic Planning, Market Research, Business Strategy, Strategy, Mergers & Acquisitions, Marketing Strategy, Marketing, CRM, New Business Development, Strategic Communications, Digital Marketing, Marketing Communications, Financial Services, Email Marketing, Brand Management, Corporate Communications, Private Equity, Management Consulting, Business Development, Strategic Partnerships, Analytics, Competitive Analysis, Financial Modeling, Market Analysis, Entrepreneurship
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BA, Political Science
Holly Cornell Holly Cornell's Merrill Lynch Experience June 2009 - March 2010
Job Functional Analyst at Hilltown Systems Inc.
Industry Information Technology and Services
Experience
Hilltown Systems Inc. November 2014 - Present
Retired November 2013 - Present
Applewood Farm 2013 - 2014
Bank of America March 2010 - October 2013
Merrill Lynch June 2009 - March 2010
Merrill Lynch December 2003 - April 2009
Merrill Lynch May 1997 - April 2009
cyberThink Inc June 2003 - December 2003
Skills
SDLC, CRM, Call Center, Requirements Analysis, Business Requirements, Testing, Siebel, Process Improvement, Business Analysis, Solution Architecture, Vendor Management, Call Centers, Visio, Software Development, Project Planning, Project Management
Education
Rutgers University-New Brunswick 1995 — 1997
BA, Philosophy
Hilltown Systems Inc. November 2014 - Present
Retired November 2013 - Present
Applewood Farm 2013 - 2014
Bank of America March 2010 - October 2013
Merrill Lynch June 2009 - March 2010
Merrill Lynch December 2003 - April 2009
Merrill Lynch May 1997 - April 2009
cyberThink Inc June 2003 - December 2003
Skills
SDLC, CRM, Call Center, Requirements Analysis, Business Requirements, Testing, Siebel, Process Improvement, Business Analysis, Solution Architecture, Vendor Management, Call Centers, Visio, Software Development, Project Planning, Project Management
Education
Rutgers University-New Brunswick 1995 — 1997
BA, Philosophy
Caryn Gerber Caryn Gerber's Merrill Lynch Experience October 2010 - Present
Job VP, Business Measurement and Reporting at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch October 2010 - Present
Almac Clinical Technologies January 2009 - October 2010
Independent Consultant January 2002 - December 2008
Johnson & Johnson May 2000 - November 2001
AT&T May 1997 - April 2000
Coopers & Lybrand LLP April 1996 - May 1997
Prudential Insurance May 1993 - April 1996
Prudential Insurance September 1990 - April 1993
Skills
Data Analysis, Project Management, OOAD, SDLC, Business Analysis, Quality Assurance, Vendor Management, Software Project..., Process Improvement, Visio, Requirements Analysis, Team Leadership, SharePoint, Oracle, Technical Writing, Program Management
Education
Chubb Institute 1996 — 1997
Certificate, Computer Programming
Stevens Institute of Technology 1994 — 1996
Masters of Science, Ergonomics- Human Factors
Rutgers University-New Brunswick 1986 — 1990
BA, Communication
Merrill Lynch October 2010 - Present
Almac Clinical Technologies January 2009 - October 2010
Independent Consultant January 2002 - December 2008
Johnson & Johnson May 2000 - November 2001
AT&T May 1997 - April 2000
Coopers & Lybrand LLP April 1996 - May 1997
Prudential Insurance May 1993 - April 1996
Prudential Insurance September 1990 - April 1993
Skills
Data Analysis, Project Management, OOAD, SDLC, Business Analysis, Quality Assurance, Vendor Management, Software Project..., Process Improvement, Visio, Requirements Analysis, Team Leadership, SharePoint, Oracle, Technical Writing, Program Management
Education
Chubb Institute 1996 — 1997
Certificate, Computer Programming
Stevens Institute of Technology 1994 — 1996
Masters of Science, Ergonomics- Human Factors
Rutgers University-New Brunswick 1986 — 1990
BA, Communication
Daniel Babayan's Merrill Lynch Experience April 2004 - May 2007
Job SecuritiesBased Lending Platform Development, Wealth Management, Sales
Industry Financial Services
Experience
UBS Wealth Management December 2014 - Present
BetterDebt April 2014 - December 2014
Wells Fargo Advisors July 2010 - April 2014
Dow Jones July 2009 - July 2010
Advisors Asset Management, Inc. March 2009 - July 2009
Bear Stearns May 2007 - July 2008
Merrill Lynch April 2004 - May 2007
Merrill Lynch 2001 - 2004
Paytrust.com September 1999 - July 2001
Merrill Lynch 1995 - 1999
Skills
Sales, Technology Management, Wealth Management, Product Development, Risk Management, Securities Lending, Strategy, Leadership, Financial Services, Business Analysis, Investments, Loans, Banking, Management, Start-ups, Market Data, Portfolio Management, Fixed Income, Business Development, Asset Management, Series 7, Securities, Analytics, Series 63, Financial Advisory, Structured Products, Equities, Finance, Mutual Funds, Product Management, Product Marketing, Alternative Investments, Investment Brokerage
Education
Rutgers University-New Brunswick
BA, Economics
Rutgers University-New Brunswick
Bachelor's degree, Economics
UBS Wealth Management December 2014 - Present
BetterDebt April 2014 - December 2014
Wells Fargo Advisors July 2010 - April 2014
Dow Jones July 2009 - July 2010
Advisors Asset Management, Inc. March 2009 - July 2009
Bear Stearns May 2007 - July 2008
Merrill Lynch April 2004 - May 2007
Merrill Lynch 2001 - 2004
Paytrust.com September 1999 - July 2001
Merrill Lynch 1995 - 1999
Skills
Sales, Technology Management, Wealth Management, Product Development, Risk Management, Securities Lending, Strategy, Leadership, Financial Services, Business Analysis, Investments, Loans, Banking, Management, Start-ups, Market Data, Portfolio Management, Fixed Income, Business Development, Asset Management, Series 7, Securities, Analytics, Series 63, Financial Advisory, Structured Products, Equities, Finance, Mutual Funds, Product Management, Product Marketing, Alternative Investments, Investment Brokerage
Education
Rutgers University-New Brunswick
BA, Economics
Rutgers University-New Brunswick
Bachelor's degree, Economics
João Raul de Castro's Merrill Lynch Experience January 1997 - December 2000
Job Latin America Deputy Head of Compliance Citibank Private Bank
Industry Banking
Experience
Citi July 2015 - Present
Citibank June 2011 - July 2015
Banco Bradesco November 2008 - March 2011
UBS Wealth Management 2007 - 2008
HSBC 2006 - 2007
Morgan Stanley January 2000 - December 2006
Merrill Lynch January 1997 - December 2000
Skills
Private Banking, Fixed Income, Derivatives, Financial Markets, Operational Risk, AML, Banking, Investment Banking, Equities, Auditing, Finanças, Renda fixa, Banco de investimento, Finanças corporativas, Mercados financeiros, Serviços bancários, Derivativos, Gestão de carteiras, Risco operacional, Finance, Auditoria, Mercado de capitais, Investimentos, Patrimônio líquido, Serviços bancários..., Risco financeiro
Education
Universidade de São Paulo 1998 — 2000
MBA, Finanças
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
B.A., Economics
Citi July 2015 - Present
Citibank June 2011 - July 2015
Banco Bradesco November 2008 - March 2011
UBS Wealth Management 2007 - 2008
HSBC 2006 - 2007
Morgan Stanley January 2000 - December 2006
Merrill Lynch January 1997 - December 2000
Skills
Private Banking, Fixed Income, Derivatives, Financial Markets, Operational Risk, AML, Banking, Investment Banking, Equities, Auditing, Finanças, Renda fixa, Banco de investimento, Finanças corporativas, Mercados financeiros, Serviços bancários, Derivativos, Gestão de carteiras, Risco operacional, Finance, Auditoria, Mercado de capitais, Investimentos, Patrimônio líquido, Serviços bancários..., Risco financeiro
Education
Universidade de São Paulo 1998 — 2000
MBA, Finanças
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
B.A., Economics
Larry Bautista Larry Bautista's Merrill Lynch Experience April 2008 - September 2008
Job Captain at Country Hills Fire Department
Industry Financial Services
Experience
Branchburg Rescue Squad December 2010 - Present
Country Hills Volunteer Fire Company October 2009 - Present
Marcolin February 2015 - July 2015
GAIN Capital September 2012 - January 2015
Gain Capital January 2011 - September 2012
Darden Restaurants November 2009 - December 2010
The Neshanic Inn May 2007 - September 2009
Merrill Lynch April 2008 - September 2008
Rita's Water Ice Franchise July 2006 - June 2008
UPS May 2007 - September 2007
Skills
EMT, Rescue, Firefighting, Microsoft Office, Salesforce.com, Automotive Electronics, Automotive Aftermarket, Restaurants, Team Leadership, Incident Management, Multitasker, Emergency Services, Emergency Management, Emergency Lighting..., Music Theory, Hazardous Materials, Disaster Response, EMS, Time Management, Customer Service, Analysis, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelors, Economics, Music
Somerville High School 2002 — 2006
Diploma
Branchburg Rescue Squad December 2010 - Present
Country Hills Volunteer Fire Company October 2009 - Present
Marcolin February 2015 - July 2015
GAIN Capital September 2012 - January 2015
Gain Capital January 2011 - September 2012
Darden Restaurants November 2009 - December 2010
The Neshanic Inn May 2007 - September 2009
Merrill Lynch April 2008 - September 2008
Rita's Water Ice Franchise July 2006 - June 2008
UPS May 2007 - September 2007
Skills
EMT, Rescue, Firefighting, Microsoft Office, Salesforce.com, Automotive Electronics, Automotive Aftermarket, Restaurants, Team Leadership, Incident Management, Multitasker, Emergency Services, Emergency Management, Emergency Lighting..., Music Theory, Hazardous Materials, Disaster Response, EMS, Time Management, Customer Service, Analysis, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelors, Economics, Music
Somerville High School 2002 — 2006
Diploma
Anay Khanapure's Merrill Lynch Experience May 2012 - August 2012
Job Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies Finance LLC June 2015 - Present
Barclays May 2014 - August 2014
WBB Securities May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Java, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Equity Research, Financial Modeling, Valuation, Due Diligence, Access, Financial Analysis, Bloomberg, Finance, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Science in Finance
Jefferies Finance LLC June 2015 - Present
Barclays May 2014 - August 2014
WBB Securities May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Java, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Equity Research, Financial Modeling, Valuation, Due Diligence, Access, Financial Analysis, Bloomberg, Finance, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Science in Finance
Neil Cherry Neil Cherry's Merrill Lynch Experience June 2007 - August 2007
Job Personal Banker at US Banccorp
Industry Machinery
Experience
US Banccorp April 2014 - Present
Industrial Training International, Inc. September 2011 - January 2014
South Sound YMCA November 2010 - September 2011
Somerset Hills YMCA June 2008 - August 2010
Merrill Lynch June 2007 - August 2007
Skills
Salesforce.com, Project Management, New Business Development, Customer Service, Operations Management, Team Leadership, Microsoft Office, Training Management, Sales Management, Training, Public Speaking
Education
Rutgers University
Exercise Science and Sports Studies, Sports Management
US Banccorp April 2014 - Present
Industrial Training International, Inc. September 2011 - January 2014
South Sound YMCA November 2010 - September 2011
Somerset Hills YMCA June 2008 - August 2010
Merrill Lynch June 2007 - August 2007
Skills
Salesforce.com, Project Management, New Business Development, Customer Service, Operations Management, Team Leadership, Microsoft Office, Training Management, Sales Management, Training, Public Speaking
Education
Rutgers University
Exercise Science and Sports Studies, Sports Management
Eric Mita's Merrill Lynch Experience 2006 - 2010
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
BNP Paribas October 2013 - October 2014
BNP Paribas August 2010 - October 2013
Merrill Lynch 2006 - 2010
Prudential Financial June 2006 - December 2006
Skills
Banking, Derivatives, Investment Banking, Credit Risk, Fixed Income, Capital Markets, Credit, Credit Analysis, Financial Markets, Equities, Bloomberg, Corporate Finance, Structured Finance, Bonds, FX Options, Securities, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (BA), History
University of South Carolina-Columbia
University of South Carolina-Columbia
Deutsche Bank October 2014 - Present
BNP Paribas October 2013 - October 2014
BNP Paribas August 2010 - October 2013
Merrill Lynch 2006 - 2010
Prudential Financial June 2006 - December 2006
Skills
Banking, Derivatives, Investment Banking, Credit Risk, Fixed Income, Capital Markets, Credit, Credit Analysis, Financial Markets, Equities, Bloomberg, Corporate Finance, Structured Finance, Bonds, FX Options, Securities, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (BA), History
University of South Carolina-Columbia
University of South Carolina-Columbia
Janet Bentley-Ewers's Merrill Lynch Experience October 2004 - October 2006
Job Vice President of Compliance/Financial Advisor
Industry Consumer Services
Experience
IFS Securities August 2011 - Present
JBE Financial LLC July 2013 - Present
Fidelity Investments November 2006 - May 2010
Merrill Lynch October 2004 - October 2006
Edward Jones March 2003 - October 2004
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, PowerPoint, Outlook, Team Building, Sales, Customer Retention, Negotiation, Time Management, Series 7, Series 9/10, Series 66, FINRA, Uniform Combined State..., Finance, Mutual Funds, Financial Services, Series 63, Portfolio Management
Education
CSU 2011 — 2015
Research Doctorate, Business Administration and Management, General
UoPHX 1999 — 2001
Master's degree, Organizational Management
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
IFS Securities August 2011 - Present
JBE Financial LLC July 2013 - Present
Fidelity Investments November 2006 - May 2010
Merrill Lynch October 2004 - October 2006
Edward Jones March 2003 - October 2004
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, PowerPoint, Outlook, Team Building, Sales, Customer Retention, Negotiation, Time Management, Series 7, Series 9/10, Series 66, FINRA, Uniform Combined State..., Finance, Mutual Funds, Financial Services, Series 63, Portfolio Management
Education
CSU 2011 — 2015
Research Doctorate, Business Administration and Management, General
UoPHX 1999 — 2001
Master's degree, Organizational Management
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Donnell Lumpkin Donnell Lumpkin's Merrill Lynch Experience 1996 - 1998
Job Operations Management
Industry Logistics and Supply Chain
Experience
UPS Supply Chain Solutions October 2011 - Present
Robert D. Rizick / E & F Contract Sales June 2009 - Present
Hutchinson Industries Inc. September 2005 - March 2009
Educational Testing Service July 2004 - March 2005
Educational Testing Service May 2002 - July 2004
Caliper December 1998 - September 2001
Merrill Lynch 1996 - 1998
Rutgers University 1989 - 1993
Skills
Strategic Planning, Project Management, Public Speaking, Research, Marketing Strategy, Microsoft Office, Microsoft Excel, Budgets, Logistics, Customer Service, Process Improvement, Event Planning, New Business Development, Negotiation, Leadership Development, Project Planning, Training, Product Development, Leadership, Purchasing, Manufacturing, Operations Management, Business Strategy, Team Building, Team Leadership, Management, Contract Negotiation, Program Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Administration of Justice
South Brunswick HS 1986 — 1989
UPS Supply Chain Solutions October 2011 - Present
Robert D. Rizick / E & F Contract Sales June 2009 - Present
Hutchinson Industries Inc. September 2005 - March 2009
Educational Testing Service July 2004 - March 2005
Educational Testing Service May 2002 - July 2004
Caliper December 1998 - September 2001
Merrill Lynch 1996 - 1998
Rutgers University 1989 - 1993
Skills
Strategic Planning, Project Management, Public Speaking, Research, Marketing Strategy, Microsoft Office, Microsoft Excel, Budgets, Logistics, Customer Service, Process Improvement, Event Planning, New Business Development, Negotiation, Leadership Development, Project Planning, Training, Product Development, Leadership, Purchasing, Manufacturing, Operations Management, Business Strategy, Team Building, Team Leadership, Management, Contract Negotiation, Program Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Administration of Justice
South Brunswick HS 1986 — 1989
Pagdin Don Pagdin Don's Merrill Lynch Experience 1993 - 1996
Job Software Engineer at Type80 Security Software
Industry Computer Software
Experience
OncoBlot 2010 - Present
Type80 Security Software November 1999 - Present
SOA Software April 2010 - April 2012
Deutsche Bank April 2000 - December 2005
D.P. ProScriptions 1989 - 1999
Bankers Trust 1996 - 1996
Merrill Lynch 1993 - 1996
Sony Corporation of America 1990 - 1991
AIG 1989 - 1991
M&M/Mars 1980 - 1989
Skills
Knows a binnacle from a..., Programming, Business Analysis, SQL, OOP, Software Design, CICS
Education
Rutgers, The State University of New Jersey-New Brunswick 1964 — 1968
Bachelor’s Degree, Economics, Passed
Red Bank Regional 1960 — 1964
High School, Sailing, Trombone, Electric Bass, Guitar, Passed
Little Silver Public 1951 — 1960
OncoBlot 2010 - Present
Type80 Security Software November 1999 - Present
SOA Software April 2010 - April 2012
Deutsche Bank April 2000 - December 2005
D.P. ProScriptions 1989 - 1999
Bankers Trust 1996 - 1996
Merrill Lynch 1993 - 1996
Sony Corporation of America 1990 - 1991
AIG 1989 - 1991
M&M/Mars 1980 - 1989
Skills
Knows a binnacle from a..., Programming, Business Analysis, SQL, OOP, Software Design, CICS
Education
Rutgers, The State University of New Jersey-New Brunswick 1964 — 1968
Bachelor’s Degree, Economics, Passed
Red Bank Regional 1960 — 1964
High School, Sailing, Trombone, Electric Bass, Guitar, Passed
Little Silver Public 1951 — 1960
Brynda Taylor-Flynn Brynda Taylor-Flynn's Merrill Lynch Experience October 1982 - October 1986
Job Librarian, Technology Coordinator at Hampton School
Industry Education Management
Experience
Hunterdon County Library 2003 - Present
Hampton School October 2001 - Present
Baker & Taylor November 1995 - October 2001
Merrill Lynch October 1982 - October 1986
Skills
Staff Development, Classroom, Teacher Training, Instructional Design, E-Learning, Higher Education, Public Speaking, Curriculum Development, Editing, Research, Grant Writing, Program Development, Community Outreach, Microsoft Office, Nonprofits, Educational Leadership, Educational Technology
Education
Rutgers School of Communication, Information, and Library Studies 1992 — 1995
MLS, School Librarian/School Library Media Specialist, Phi Beta Mu
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1982
Bachelor's degree, English/Economics
Hunterdon County Library 2003 - Present
Hampton School October 2001 - Present
Baker & Taylor November 1995 - October 2001
Merrill Lynch October 1982 - October 1986
Skills
Staff Development, Classroom, Teacher Training, Instructional Design, E-Learning, Higher Education, Public Speaking, Curriculum Development, Editing, Research, Grant Writing, Program Development, Community Outreach, Microsoft Office, Nonprofits, Educational Leadership, Educational Technology
Education
Rutgers School of Communication, Information, and Library Studies 1992 — 1995
MLS, School Librarian/School Library Media Specialist, Phi Beta Mu
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1982
Bachelor's degree, English/Economics
Clement J. Bottone Clement J. Bottone's Merrill Lynch Experience March 1998 - August 2003
Job Owner, Cash Man Financial Services
Industry Financial Services
Experience
Cash Man Financial Services November 2008 - Present
Amalgamated Bank September 2003 - May 2005
Merrill Lynch March 1998 - August 2003
Skills
NCAA Basketball Official, Commercial Banking, Wealth Management, Credit, 401k, Banking, ATM networks, Marketing, Sales
Education
Seton Hall University 1986 — 1990
Liberal Arts and Sciences/Liberal Studies
Rutgers University
Cash Man Financial Services November 2008 - Present
Amalgamated Bank September 2003 - May 2005
Merrill Lynch March 1998 - August 2003
Skills
NCAA Basketball Official, Commercial Banking, Wealth Management, Credit, 401k, Banking, ATM networks, Marketing, Sales
Education
Seton Hall University 1986 — 1990
Liberal Arts and Sciences/Liberal Studies
Rutgers University
Puneet Kataria Puneet Kataria's Merrill Lynch Experience June 2010 - August 2010
Job Software Developer at Volant Trading
Industry Computer Networking
Experience
Volant Trading September 2010 - Present
Winlab, Rutgers University September 2008 - September 2010
Merrill Lynch June 2010 - August 2010
Verizon Services Operations, Basking Ridge, NJ June 2008 - August 2008
Control Automation Projects Pvt Ltd, Siemens System House June 2006 - May 2007
Skills
C++, C, OOP, Software Engineering, STL, Matlab, C#, Programming, HTML, Python, MySQL, Algorithms, .NET, Unix, Multithreading, Java, Oracle, Linux, Perl, Distributed Systems, SQL, Software Development, Eclipse, Visual Studio, XML, Shell Scripting, Machine Learning, Java Enterprise Edition, Object Oriented Design, Subversion, JavaScript, Web Applications, JSP, Databases, UML, Algorithm Design, PL/SQL, ASP.NET, NetBeans, Data Structures, TCP/IP, Embedded Systems, Computer Science, Unix Shell Scripting, PHP, CVS, Visio, Software Design, Web Services, Low Latency
Education
Rutgers University-New Brunswick 2007 — 2009
Masters, Electrical and Computer Engineer
University of Mumbai 2003 — 2007
Bachelors, Electronics Engineering
Volant Trading September 2010 - Present
Winlab, Rutgers University September 2008 - September 2010
Merrill Lynch June 2010 - August 2010
Verizon Services Operations, Basking Ridge, NJ June 2008 - August 2008
Control Automation Projects Pvt Ltd, Siemens System House June 2006 - May 2007
Skills
C++, C, OOP, Software Engineering, STL, Matlab, C#, Programming, HTML, Python, MySQL, Algorithms, .NET, Unix, Multithreading, Java, Oracle, Linux, Perl, Distributed Systems, SQL, Software Development, Eclipse, Visual Studio, XML, Shell Scripting, Machine Learning, Java Enterprise Edition, Object Oriented Design, Subversion, JavaScript, Web Applications, JSP, Databases, UML, Algorithm Design, PL/SQL, ASP.NET, NetBeans, Data Structures, TCP/IP, Embedded Systems, Computer Science, Unix Shell Scripting, PHP, CVS, Visio, Software Design, Web Services, Low Latency
Education
Rutgers University-New Brunswick 2007 — 2009
Masters, Electrical and Computer Engineer
University of Mumbai 2003 — 2007
Bachelors, Electronics Engineering
Mantoku Kono Mantoku Kono's Merrill Lynch Experience July 2007 - May 2010
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2010 - Present
Merrill Lynch July 2007 - May 2010
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Quantitative Finance
Rutgers University-New Brunswick 2004 — 2007
Bachelors of Science, Finance
Goldman Sachs May 2010 - Present
Merrill Lynch July 2007 - May 2010
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Quantitative Finance
Rutgers University-New Brunswick 2004 — 2007
Bachelors of Science, Finance
Matthew Quinlan Matthew Quinlan's Merrill Lynch Experience June 2012 - December 2014
Job Associate at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management January 2015 - Present
Merrill Lynch June 2012 - December 2014
Skills
Series 7, Series 66, PowerPoint, Excel, Word, Microsoft Office, Access, Oracle, CRM software, Golf
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Environmental and Business Economics, Business Economics
Montgomery High School
Lazard Asset Management January 2015 - Present
Merrill Lynch June 2012 - December 2014
Skills
Series 7, Series 66, PowerPoint, Excel, Word, Microsoft Office, Access, Oracle, CRM software, Golf
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Environmental and Business Economics, Business Economics
Montgomery High School
Sabrina Mirza Sabrina Mirza's Merrill Lynch Experience September 2008 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Merrill Lynch June 2007 - September 2008
Merrill Lynch June 2004 - June 2007
Merrill Lynch September 1999 - June 2004
Skills
Process Improvement, Banking, Six Sigma, Integration, Enterprise Software, AML, Series 7, Vendor Management, Financial Services, Risk Management, Portfolio Management, Financial Analysis, Financial Risk
Education
Rutgers University-New Brunswick 1995 — 1999
Merrill Lynch September 2008 - Present
Merrill Lynch June 2007 - September 2008
Merrill Lynch June 2004 - June 2007
Merrill Lynch September 1999 - June 2004
Skills
Process Improvement, Banking, Six Sigma, Integration, Enterprise Software, AML, Series 7, Vendor Management, Financial Services, Risk Management, Portfolio Management, Financial Analysis, Financial Risk
Education
Rutgers University-New Brunswick 1995 — 1999
Janet Halo Janet Halo's Merrill Lynch Experience July 2002 - February 2009
Job Compliance and Budget Reporting Officer at New Jersey Economic Development Authority (NJEDA)
Industry Accounting
Experience
New Jersey Economic Development Authority (NJEDA) June 2015 - Present
Zipp & Tannenbaum, LLC January 2010 - June 2015
Merrill Lynch July 2002 - February 2009
Merrill Lynch 1996 - July 2002
Merrill Lynch 1995 - 1996
Merrill Lynch 1994 - 1995
Merrill Lynch 1992 - 1994
Merrill Lynch 1989 - 1992
Merrill Lynch March 1987 - 1989
Martin Marietta Data Systems June 1986 - January 1987
Skills
Accounting, Budgeting, Excel, Access, Word, Outlook, Budgets, Finance, Microsoft Word, Program Management, Analysis, Forecasting, Account Reconciliation, Financial Modeling, Microsoft Excel, Financial Analysis
Education
Rutgers University-New Brunswick 1981 — 1985
B.S., Accounting
New Jersey Economic Development Authority (NJEDA) June 2015 - Present
Zipp & Tannenbaum, LLC January 2010 - June 2015
Merrill Lynch July 2002 - February 2009
Merrill Lynch 1996 - July 2002
Merrill Lynch 1995 - 1996
Merrill Lynch 1994 - 1995
Merrill Lynch 1992 - 1994
Merrill Lynch 1989 - 1992
Merrill Lynch March 1987 - 1989
Martin Marietta Data Systems June 1986 - January 1987
Skills
Accounting, Budgeting, Excel, Access, Word, Outlook, Budgets, Finance, Microsoft Word, Program Management, Analysis, Forecasting, Account Reconciliation, Financial Modeling, Microsoft Excel, Financial Analysis
Education
Rutgers University-New Brunswick 1981 — 1985
B.S., Accounting
J Duddy's Merrill Lynch Experience September 1986 - October 1996
Job manager
Industry Accounting
Experience
AT&T October 1996 - Present
Merrill Lynch September 1986 - October 1996
Education
Seton Hall University 1993 — 1996
MBA, Accounting
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
AT&T October 1996 - Present
Merrill Lynch September 1986 - October 1996
Education
Seton Hall University 1993 — 1996
MBA, Accounting
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Mark Greenberg's Merrill Lynch Experience 1999 - 2004
Job Vice President Appliction Development and Solutions Management at CoreLogic Credco
Industry Information Technology and Services
Experience
Financial Services Technology March 2013 - November 2013
LPL Financial June 2008 - March 2013
Fisher Investments March 2005 - May 2008
Merrill Lynch 1999 - 2004
Fidelity Investments 1997 - 1999
Nicholas-Applegate Capital Management August 1995 - October 1997
Salomon Bros 1989 - 1995
AT&T Information Systems 1988 - 1989
Skills
Asset Managment, SDLC, Securities, Financial Services, Integration, Trading, Equities, Management, Software Development, Investment Management, Program Management, Telecommunications, Oracle, Vendor Management, Risk Management, Strategy, Asset Management, Access, Enterprise Architecture, Trading Systems, Enterprise Software, Disaster Recovery, Fixed Income, Business Development, Java, Portfolio Management, Finance, Agile Methodologies, Architecture, IT Management, SOA, CRM, Analytics, Virtualization, Cloud Computing, Data Center, Big Data, Team Leadership, Process Improvement, Infrastructure, Strategic Planning, IT Strategy, Business Process..., Business Analysis, Application Architecture, Software Project..., Business Strategy, Leadership, Project Portfolio..., Business Intelligence
Education
Rutgers University-New Brunswick 1975 — 1980
BA, Liberal Arts
Financial Services Technology March 2013 - November 2013
LPL Financial June 2008 - March 2013
Fisher Investments March 2005 - May 2008
Merrill Lynch 1999 - 2004
Fidelity Investments 1997 - 1999
Nicholas-Applegate Capital Management August 1995 - October 1997
Salomon Bros 1989 - 1995
AT&T Information Systems 1988 - 1989
Skills
Asset Managment, SDLC, Securities, Financial Services, Integration, Trading, Equities, Management, Software Development, Investment Management, Program Management, Telecommunications, Oracle, Vendor Management, Risk Management, Strategy, Asset Management, Access, Enterprise Architecture, Trading Systems, Enterprise Software, Disaster Recovery, Fixed Income, Business Development, Java, Portfolio Management, Finance, Agile Methodologies, Architecture, IT Management, SOA, CRM, Analytics, Virtualization, Cloud Computing, Data Center, Big Data, Team Leadership, Process Improvement, Infrastructure, Strategic Planning, IT Strategy, Business Process..., Business Analysis, Application Architecture, Software Project..., Business Strategy, Leadership, Project Portfolio..., Business Intelligence
Education
Rutgers University-New Brunswick 1975 — 1980
BA, Liberal Arts
Concetta Santangelo's Merrill Lynch Experience January 2002 - February 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Verizon Wireless July 2008 - Present
JPMorgan Chase 2007 - February 2008
Merrill Lynch January 2002 - February 2007
Education
Rutgers University-New Brunswick 1979 — 1983
Verizon Wireless July 2008 - Present
JPMorgan Chase 2007 - February 2008
Merrill Lynch January 2002 - February 2007
Education
Rutgers University-New Brunswick 1979 — 1983
Dawit Lessanu's Merrill Lynch Experience November 1999 - April 2000
Job Sr. Director of Enterprise Architecture and Innovation at Macmillan
Industry Information Technology and Services
Experience
Macmillan May 2015 - Present
Associated Press April 2012 - May 2015
Booz Allen Hamilton August 2002 - April 2012
Administaff FMS February 2002 - June 2002
Virtual Growth Inc October 2000 - February 2002
Stimulation Station 1996 - 2002
Iframe Corp May 2000 - October 2000
Merrill Lynch November 1999 - April 2000
Merrill Lynch April 1998 - November 1999
Merrill Lynch June 1997 - March 1998
Skills
Certified Scrum Master..., Digital Illustration, Animation, .NET, XML, SQL Server, C#, Visual Basic, SOA, Databases, Microsoft SQL Server, Agile Methodologies, Java, Business Development, Technical Leadership, Cloud Computing, Enterprise Architecture, SaaS, Software Documentation, Requirements Analysis, Unix, Technical Writing, Integration, Software Development, Management, Visual Studio, JavaScript, Analysis, Software Engineering, Software Project..., Agile Project Management, IT Management, ASP, C++, Architecture, Testing, Database Design, Web Applications, Distributed Systems, Visio, SQL, HTML, Java Enterprise Edition, Enterprise Software, Strategy, IT Strategy, Security
Education
University of Phoenix 2007 — 2010
MBA, IT Management
Rutgers University-New Brunswick 1990 — 1995
BS, Mechanical Engineering
Rutgers University-New Brunswick 1990 — 1995
B.A, Africana Studies - History
Teaneck High School 1986 — 1990
High School Diploma, General HS Studies
Macmillan May 2015 - Present
Associated Press April 2012 - May 2015
Booz Allen Hamilton August 2002 - April 2012
Administaff FMS February 2002 - June 2002
Virtual Growth Inc October 2000 - February 2002
Stimulation Station 1996 - 2002
Iframe Corp May 2000 - October 2000
Merrill Lynch November 1999 - April 2000
Merrill Lynch April 1998 - November 1999
Merrill Lynch June 1997 - March 1998
Skills
Certified Scrum Master..., Digital Illustration, Animation, .NET, XML, SQL Server, C#, Visual Basic, SOA, Databases, Microsoft SQL Server, Agile Methodologies, Java, Business Development, Technical Leadership, Cloud Computing, Enterprise Architecture, SaaS, Software Documentation, Requirements Analysis, Unix, Technical Writing, Integration, Software Development, Management, Visual Studio, JavaScript, Analysis, Software Engineering, Software Project..., Agile Project Management, IT Management, ASP, C++, Architecture, Testing, Database Design, Web Applications, Distributed Systems, Visio, SQL, HTML, Java Enterprise Edition, Enterprise Software, Strategy, IT Strategy, Security
Education
University of Phoenix 2007 — 2010
MBA, IT Management
Rutgers University-New Brunswick 1990 — 1995
BS, Mechanical Engineering
Rutgers University-New Brunswick 1990 — 1995
B.A, Africana Studies - History
Teaneck High School 1986 — 1990
High School Diploma, General HS Studies
David D'Alliessi, CFA's Merrill Lynch Experience July 2003 - August 2004
Job Vice President at Citigroup
Industry Financial Services
Experience
Citi November 2013 - Present
Prudential Financial December 2006 - December 2012
Prudential Financial August 2004 - December 2006
Merrill Lynch July 2003 - August 2004
Merrill Lynch July 2001 - July 2003
Merrill Lynch August 1998 - July 2001
Skills
Financial Analysis, Financial Reporting, Investments, Fixed Income, Portfolio Management, Microsoft Office, Microsoft Excel, Derivatives, Interest Rate..., Financial Modeling, Financial Accounting, Cash Flow, Cash Management, Equities, Financial Statements, US GAAP, GAAP, Income Statement, Balance Sheet, Risk Management, Liability Analysis, Asset Allocation, Asset Managment, Financial Risk, Finance, Financial Services, Valuation, Capital Markets, Analysis, Management, Mutual Funds, Hedge Funds, Process Improvement, Accounting, Corporate Finance, Private Equity, Bloomberg, Securities, Leadership, Strategy, Banking, Credit
Education
CFA Institute
CFA Institute Member, CFA
Rutgers University-New Brunswick 2004 — 2006
MBA, Finance and Accounting
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor's degree, Business Administration and Management, General
Citi November 2013 - Present
Prudential Financial December 2006 - December 2012
Prudential Financial August 2004 - December 2006
Merrill Lynch July 2003 - August 2004
Merrill Lynch July 2001 - July 2003
Merrill Lynch August 1998 - July 2001
Skills
Financial Analysis, Financial Reporting, Investments, Fixed Income, Portfolio Management, Microsoft Office, Microsoft Excel, Derivatives, Interest Rate..., Financial Modeling, Financial Accounting, Cash Flow, Cash Management, Equities, Financial Statements, US GAAP, GAAP, Income Statement, Balance Sheet, Risk Management, Liability Analysis, Asset Allocation, Asset Managment, Financial Risk, Finance, Financial Services, Valuation, Capital Markets, Analysis, Management, Mutual Funds, Hedge Funds, Process Improvement, Accounting, Corporate Finance, Private Equity, Bloomberg, Securities, Leadership, Strategy, Banking, Credit
Education
CFA Institute
CFA Institute Member, CFA
Rutgers University-New Brunswick 2004 — 2006
MBA, Finance and Accounting
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor's degree, Business Administration and Management, General
Robert Abdel-Malak's Merrill Lynch Experience May 2006 - February 2009
Job Managing Director, Product Control at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2011 - Present
Nomura Securities July 2009 - October 2011
Bank of America Merrill Lynch February 2009 - June 2009
Merrill Lynch May 2006 - February 2009
Merrill Lynch December 2003 - May 2006
Merrill Lynch January 1999 - December 2003
Merrill Lynch June 1998 - January 1999
Skills
Fixed Income, Capital Markets, Securitization, Credit, Equities, Credit Derivatives, Product Control, Derivatives, Investment Banking, Market Risk, Swaps, Trading, Bloomberg, Middle Office, Market Data, FINRA, Bonds, Financial Services, Portfolio Management, Structured Finance, Risk Management, Financial Modeling, Electronic Trading, Interest Rate..., Financial Markets, Financial Risk, Structured Products, Trading Systems, Alternative Investments, Credit Risk, Equity Derivatives, Treasury, Hedge Funds, Prime Brokerage, Securities, Series 7, Options, FX Options, Series 63, Emerging Markets, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
B.S., Finance
Madison Central 1990 — 1994
Credit Suisse November 2011 - Present
Nomura Securities July 2009 - October 2011
Bank of America Merrill Lynch February 2009 - June 2009
Merrill Lynch May 2006 - February 2009
Merrill Lynch December 2003 - May 2006
Merrill Lynch January 1999 - December 2003
Merrill Lynch June 1998 - January 1999
Skills
Fixed Income, Capital Markets, Securitization, Credit, Equities, Credit Derivatives, Product Control, Derivatives, Investment Banking, Market Risk, Swaps, Trading, Bloomberg, Middle Office, Market Data, FINRA, Bonds, Financial Services, Portfolio Management, Structured Finance, Risk Management, Financial Modeling, Electronic Trading, Interest Rate..., Financial Markets, Financial Risk, Structured Products, Trading Systems, Alternative Investments, Credit Risk, Equity Derivatives, Treasury, Hedge Funds, Prime Brokerage, Securities, Series 7, Options, FX Options, Series 63, Emerging Markets, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
B.S., Finance
Madison Central 1990 — 1994
Barbara Lee's Merrill Lynch Experience August 2004 - January 2010
Job AMRS Hedge Fund Services at Bank of America
Industry Financial Services
Experience
Bank of America December 2013 - Present
Bank of America October 2011 - November 2013
Bank of America February 2010 - October 2011
Merrill Lynch August 2004 - January 2010
Skills
Equity Research, Derivatives, Finance, Equities, Financial Modeling, Bloomberg, Hedge Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Bank of America December 2013 - Present
Bank of America October 2011 - November 2013
Bank of America February 2010 - October 2011
Merrill Lynch August 2004 - January 2010
Skills
Equity Research, Derivatives, Finance, Equities, Financial Modeling, Bloomberg, Hedge Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
Vince Mora's Merrill Lynch Experience 1988 - 2007
Job COO at Mortgage Renaissance Investment Trust
Industry Financial Services
Experience
Mortgage Renaissance Investment Trust June 2009 - Present
Merrill Lynch 1988 - 2007
Skills
Portfolio Management, Structured Finance, Derivatives, Fixed Income, Hedge Funds, Capital Markets, Asset Management, Alternative Investments, Investment Banking, Equities, Securitization, Structured Products, Securities, Hedging, Series 7, Financial Markets, Bloomberg, Financial Structuring, Bonds, Trading, Options, Valuation
Education
Rutgers University-New Brunswick 1984 — 1988
Mortgage Renaissance Investment Trust June 2009 - Present
Merrill Lynch 1988 - 2007
Skills
Portfolio Management, Structured Finance, Derivatives, Fixed Income, Hedge Funds, Capital Markets, Asset Management, Alternative Investments, Investment Banking, Equities, Securitization, Structured Products, Securities, Hedging, Series 7, Financial Markets, Bloomberg, Financial Structuring, Bonds, Trading, Options, Valuation
Education
Rutgers University-New Brunswick 1984 — 1988
Nancy Scala's Merrill Lynch Experience May 2000 - October 2000
Job Team Leader Strategic Solutions
Industry Wireless
Experience
Panasonic June 2011 - Present
ZTE January 2010 - May 2011
ElectroPS August 2009 - July 2010
Verizon Wireless February 2004 - August 2009
Technology Start-Ups January 1997 - January 2004
Merrill Lynch May 2000 - October 2000
Goldman Sachs June 1990 - August 1994
Skills
Management Consulting, International Relations, Business Strategy, Program Management, Project Management, Research, English, International..., Public Speaking, Marketing Strategy, Analysis, Business Development, Strategy, Competitive Analysis, Start-ups, Go-to-market Strategy, Product Management, Marketing, Mobile Devices, Strategic Partnerships, Solution Selling, Mentoring
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 — 1996
MA, International Relations
Rutgers University 1986 — 1990
Bachelor of Arts (B.A.), International Economics
Panasonic June 2011 - Present
ZTE January 2010 - May 2011
ElectroPS August 2009 - July 2010
Verizon Wireless February 2004 - August 2009
Technology Start-Ups January 1997 - January 2004
Merrill Lynch May 2000 - October 2000
Goldman Sachs June 1990 - August 1994
Skills
Management Consulting, International Relations, Business Strategy, Program Management, Project Management, Research, English, International..., Public Speaking, Marketing Strategy, Analysis, Business Development, Strategy, Competitive Analysis, Start-ups, Go-to-market Strategy, Product Management, Marketing, Mobile Devices, Strategic Partnerships, Solution Selling, Mentoring
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 — 1996
MA, International Relations
Rutgers University 1986 — 1990
Bachelor of Arts (B.A.), International Economics
Jon Levitt's Merrill Lynch Experience 1997 - 2007
Job Managing Member at JSA Business Development, LLC
Industry Financial Services
Experience
JSA Business Development, LLC May 2008 - Present
Merrill Lynch 1997 - 2007
Skills
Strategic Planning, Securities, Business Strategy, Fixed Income, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Asset Management, Leadership Development, Public Speaking, Team Building, Equities, Financial Services, Mutual Funds, New Business Development, Marketing Strategy, Asset Managment, Customer Service, Strategy, Financial Modeling, Leadership, Project Management, Mergers & Acquisitions, Small Business, Risk Management, Finance, Financial Analysis, Financial Planning, M&A analysis
Education
Rutgers University-New Brunswick 1994 — 1999
Rutgers University-New Brunswick 1988 — 1992
JSA Business Development, LLC May 2008 - Present
Merrill Lynch 1997 - 2007
Skills
Strategic Planning, Securities, Business Strategy, Fixed Income, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Asset Management, Leadership Development, Public Speaking, Team Building, Equities, Financial Services, Mutual Funds, New Business Development, Marketing Strategy, Asset Managment, Customer Service, Strategy, Financial Modeling, Leadership, Project Management, Mergers & Acquisitions, Small Business, Risk Management, Finance, Financial Analysis, Financial Planning, M&A analysis
Education
Rutgers University-New Brunswick 1994 — 1999
Rutgers University-New Brunswick 1988 — 1992
Christopher Scherner's Merrill Lynch Experience 1994 - 1996
Job Syndicate Operations Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2010 - Present
Wells Fargo September 1999 - October 2010
Bankers Trust 1996 - 1999
Merrill Lynch 1994 - 1996
Van Eck Associates 1993 - 1994
Skills
Banking, Investments, Mutual Funds, Asset Managment, Project Management, Fixed Income, Asset Management, Finance, Securities, Securities Lending, Financial Modeling, Financial Analysis, Business Strategy, Equities, Bonds, Cash Management, Analysis, Bloomberg, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Science (BS), Accounting
River Dell High
Wells Fargo November 2010 - Present
Wells Fargo September 1999 - October 2010
Bankers Trust 1996 - 1999
Merrill Lynch 1994 - 1996
Van Eck Associates 1993 - 1994
Skills
Banking, Investments, Mutual Funds, Asset Managment, Project Management, Fixed Income, Asset Management, Finance, Securities, Securities Lending, Financial Modeling, Financial Analysis, Business Strategy, Equities, Bonds, Cash Management, Analysis, Bloomberg, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Science (BS), Accounting
River Dell High
Brinker Dailey's Merrill Lynch Experience January 2007 - June 2007
Job MBA Candidate at University of Notre Dame
Industry Banking
Experience
University of Notre Dame August 2014 - Present
Yum! Brands 2015 - 2015
Experiences International March 2011 - June 2014
JPMorgan Chase August 2008 - March 2011
Merrill Lynch January 2007 - June 2007
Skills
Fixed Income, Investments, Series 7, Bloomberg, Strategy, Management, Finance, Recruiting, Wealth Management, Equities, Mutual Funds, Team Management, Securities, Alternative Investments, Portfolio Management, Hedge Funds, Capital Markets, Sales Management, Asset Management, Operations Management, International Business, Public Speaking
Education
Notre Dame 2014 — 2016
Notre Dame 2014 — 2016
Notre Dame
Rutgers, The State University of New Jersey-New Brunswick
BS, History
Wesleyan High School
University of Notre Dame August 2014 - Present
Yum! Brands 2015 - 2015
Experiences International March 2011 - June 2014
JPMorgan Chase August 2008 - March 2011
Merrill Lynch January 2007 - June 2007
Skills
Fixed Income, Investments, Series 7, Bloomberg, Strategy, Management, Finance, Recruiting, Wealth Management, Equities, Mutual Funds, Team Management, Securities, Alternative Investments, Portfolio Management, Hedge Funds, Capital Markets, Sales Management, Asset Management, Operations Management, International Business, Public Speaking
Education
Notre Dame 2014 — 2016
Notre Dame 2014 — 2016
Notre Dame
Rutgers, The State University of New Jersey-New Brunswick
BS, History
Wesleyan High School
Vadim Kushnir's Merrill Lynch Experience March 2015 - Present
Job Vice President at Merrill Lynch & Co.
Industry Banking
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch April 2012 - July 2015
Merrill Lynch August 2010 - April 2012
Novo Nordisk A/S April 2008 - April 2010
UBS Wealth Management July 2009 - September 2009
Skills
Business Analysis, Competitive Analysis, Project Management, Business Strategy, Wealth Management, Data Analysis, Strategic Planning, Microsoft Excel, Analysis, Strategy, Financial Analysis, Management, Microsoft Office, Financial Modeling, Finance, PowerPoint, Research
Education
Rutgers University-New Brunswick 2008 — 2010
BA, Economics
Rutgers University 2005 — 2010
Bachelor of Arts, Economics
Merrill Lynch March 2015 - Present
Merrill Lynch April 2012 - July 2015
Merrill Lynch August 2010 - April 2012
Novo Nordisk A/S April 2008 - April 2010
UBS Wealth Management July 2009 - September 2009
Skills
Business Analysis, Competitive Analysis, Project Management, Business Strategy, Wealth Management, Data Analysis, Strategic Planning, Microsoft Excel, Analysis, Strategy, Financial Analysis, Management, Microsoft Office, Financial Modeling, Finance, PowerPoint, Research
Education
Rutgers University-New Brunswick 2008 — 2010
BA, Economics
Rutgers University 2005 — 2010
Bachelor of Arts, Economics
Erika Grundstrom LaRocca's Merrill Lynch Experience June 2002 - April 2005
Job Manager at Hawk Mangement
Industry Financial Services
Experience
Hawk Mangement February 2007 - June 2013
Merrill Lynch June 2002 - April 2005
Education
Rutgers University-New Brunswick 1998 — 2002
The Peddie School 1994 — 1998
HS, HS
Hawk Mangement February 2007 - June 2013
Merrill Lynch June 2002 - April 2005
Education
Rutgers University-New Brunswick 1998 — 2002
The Peddie School 1994 — 1998
HS, HS
Clare Rauseo's Merrill Lynch Experience 2004 - 2007
Job Manager, Investor Relations at Covanta Holding Corporation
Industry Information Services
Experience
Covanta Holding Corporation September 2011 - Present
The McGraw-Hill Companies June 2007 - September 2011
Merrill Lynch 2004 - 2007
Skills
Financial Modeling, Equities, Financial Analysis, Valuation, Bloomberg, Investor Relations, Business Strategy, Equity Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Covanta Holding Corporation September 2011 - Present
The McGraw-Hill Companies June 2007 - September 2011
Merrill Lynch 2004 - 2007
Skills
Financial Modeling, Equities, Financial Analysis, Valuation, Bloomberg, Investor Relations, Business Strategy, Equity Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Andrew Marcucci's Merrill Lynch Experience August 1996 - December 2008
Job Associate at JPMorgan Chase& Co.
Industry Financial Services
Experience
HSBC Securities October 2010 - April 2014
Merrill Lynch August 1996 - December 2008
Skills
Equities, Trading Systems, OTC Derivatives
Education
Rutgers University-New Brunswick 1988 — 1992
HSBC Securities October 2010 - April 2014
Merrill Lynch August 1996 - December 2008
Skills
Equities, Trading Systems, OTC Derivatives
Education
Rutgers University-New Brunswick 1988 — 1992
Askari Imam's Merrill Lynch Experience June 1999 - September 1999
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns March 2000 - May 2008
Morgan Stanley Smith Barney 1999 - 2000
Merrill Lynch June 1999 - September 1999
Skills
Asset Management, Business Analysis, Back Office, Derivatives, Electronic Trading, Equity Trading, FIX, FX Options, Financial Services, Financial Markets
Education
Rutgers University-New Brunswick 1995 — 1999
Brooklyn Technical High School 1991 — 1995
JP Morgan June 2008 - Present
Bear Stearns March 2000 - May 2008
Morgan Stanley Smith Barney 1999 - 2000
Merrill Lynch June 1999 - September 1999
Skills
Asset Management, Business Analysis, Back Office, Derivatives, Electronic Trading, Equity Trading, FIX, FX Options, Financial Services, Financial Markets
Education
Rutgers University-New Brunswick 1995 — 1999
Brooklyn Technical High School 1991 — 1995
Scott Minnihan's Merrill Lynch Experience June 2003 - March 2005
Job Experienced Project Manager/Business Analyst
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group January 2014 - Present
Smart Tuition July 2007 - November 2013
JPMorgan Chase February 2006 - August 2007
PNC March 2005 - February 2006
Merrill Lynch June 2003 - March 2005
Chase Investment Services June 2000 - June 2003
Skills
Team Building, Investments, Strategic Planning, New Business Development, Sales, Project Management, Product Development, Leadership, Start-ups, Business Analysis, Management, Salesforce.com, Business Development, Strategic Partnerships, Agile Methodologies, Team Leadership, SQL, Microsoft Excel, Requirements Gathering, Agile Project Management, Data Analysis, SDLC, Scrum, QuickBooks, Product Requirements, Problem Solving, Creative Problem Solving, Analytical Skills, Data Mapping, Financial Services, Consulting, Analysis, Banking, Integration, Strategy, Oracle, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics
Rutgers University-New Brunswick
Bachelor's degree, Economics
Carlisle & Gallagher Consulting Group January 2014 - Present
Smart Tuition July 2007 - November 2013
JPMorgan Chase February 2006 - August 2007
PNC March 2005 - February 2006
Merrill Lynch June 2003 - March 2005
Chase Investment Services June 2000 - June 2003
Skills
Team Building, Investments, Strategic Planning, New Business Development, Sales, Project Management, Product Development, Leadership, Start-ups, Business Analysis, Management, Salesforce.com, Business Development, Strategic Partnerships, Agile Methodologies, Team Leadership, SQL, Microsoft Excel, Requirements Gathering, Agile Project Management, Data Analysis, SDLC, Scrum, QuickBooks, Product Requirements, Problem Solving, Creative Problem Solving, Analytical Skills, Data Mapping, Financial Services, Consulting, Analysis, Banking, Integration, Strategy, Oracle, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics
Rutgers University-New Brunswick
Bachelor's degree, Economics
Gregg Stewart's Merrill Lynch Experience May 2005 - May 2008
Job Six Sigma Certified Metrics Driven Professional
Industry Financial Services
Experience
Johnson & Johnson June 2011 - Present
Rutgers University September 1993 - Present
Merrill Lynch May 2005 - May 2008
Merrill Lynch November 1998 - May 2005
Merrill Lynch January 1997 - November 1998
Merrill Lynch February 1995 - January 1997
Skills
Leadership, Project Management, Program Management, Access, Media Relations, Six Sigma, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Research, Coaching, Customer Service, Microsoft Word, Event Planning, Fundraising, Training, Strategic Planning, Data Analysis, Social Networking, Facebook, Customer Satisfaction
Education
Rutgers University-New Brunswick 1989 — 1994
B.S., Sports Management
Hightstown High School 1985 — 1989
Johnson & Johnson June 2011 - Present
Rutgers University September 1993 - Present
Merrill Lynch May 2005 - May 2008
Merrill Lynch November 1998 - May 2005
Merrill Lynch January 1997 - November 1998
Merrill Lynch February 1995 - January 1997
Skills
Leadership, Project Management, Program Management, Access, Media Relations, Six Sigma, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Research, Coaching, Customer Service, Microsoft Word, Event Planning, Fundraising, Training, Strategic Planning, Data Analysis, Social Networking, Facebook, Customer Satisfaction
Education
Rutgers University-New Brunswick 1989 — 1994
B.S., Sports Management
Hightstown High School 1985 — 1989
Rossana Venta's Merrill Lynch Experience Assistant Vice PresidentManufacturers Hanover Trust1983 - 1989
Job Senior Specialist at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch Assistant Vice PresidentManufacturers Hanover Trust1983 - 1989
Security Pacific International Bank 1977 - 1981
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Douglass College 1972 — 1976
BA, Romance Languages
Rutgers University-New Brunswick 1972 — 1976
BA, Romance languages
Merrill Lynch Assistant Vice PresidentManufacturers Hanover Trust1983 - 1989
Security Pacific International Bank 1977 - 1981
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
Douglass College 1972 — 1976
BA, Romance Languages
Rutgers University-New Brunswick 1972 — 1976
BA, Romance languages
Gina Lyons's Merrill Lynch Experience
Job Vice President, Product Marketing at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Marketing, Strategy
Education
Rutgers University-New Brunswick
BA, Psychology
Merrill Lynch
Skills
Marketing, Strategy
Education
Rutgers University-New Brunswick
BA, Psychology
Scott Patak's Merrill Lynch Experience 1995 - 2008
Job at
Industry Information Technology and Services
Experience
GEICO October 2008 - Present
Merrill Lynch 1995 - 2008
Pinkerton Computer Consultants 1985 - 1992
Skills
Endevor, Fileaid, Easytrieve, VSAM, TSO, CICS, Intertest, JCL, COBOL, DB2, SharePoint, Microsoft Office, ISPF, DB2/SQL, Mainframe, SDLC, HTML, MVS, IBM Mainframe, Syncsort, SPUFI, Systems Analysis, Visio, OS/390, Xpediter, Production Support, IBM Utilities, User Acceptance Testing
Education
Rutgers University-New Brunswick 1969 — 1973
BA, English
GEICO October 2008 - Present
Merrill Lynch 1995 - 2008
Pinkerton Computer Consultants 1985 - 1992
Skills
Endevor, Fileaid, Easytrieve, VSAM, TSO, CICS, Intertest, JCL, COBOL, DB2, SharePoint, Microsoft Office, ISPF, DB2/SQL, Mainframe, SDLC, HTML, MVS, IBM Mainframe, Syncsort, SPUFI, Systems Analysis, Visio, OS/390, Xpediter, Production Support, IBM Utilities, User Acceptance Testing
Education
Rutgers University-New Brunswick 1969 — 1973
BA, English
Andrea Morra's Merrill Lynch Experience October 1991 - October 1992
Job Director at Prudential Financial
Industry Investment Management
Experience
Prudential Financial October 2011 - Present
Prudential Financial January 2000 - October 2011
Prudential Financial October 1992 - January 2000
Merrill Lynch October 1991 - October 1992
Skills
Strategy, Pensions, 401k, Mutual Funds, Software Documentation, Investments, Testing, Retirement Planning, Business Analysis, Vendor Management, Financial Services, Defined Benefit, Defined Contribution, Retirement, Mergers & Acquisitions, Governance, Insurance, Leadership, Process Improvement, Team Building, Project Management, Asset Managment, Business Process..., Series 7, Series 63, Relationship Management, Budgets, Program Management, SDLC, Financial Advisory
Education
NBTHS 1983 — 1987
High School
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts, Communications
Designations
Prudential Financial October 2011 - Present
Prudential Financial January 2000 - October 2011
Prudential Financial October 1992 - January 2000
Merrill Lynch October 1991 - October 1992
Skills
Strategy, Pensions, 401k, Mutual Funds, Software Documentation, Investments, Testing, Retirement Planning, Business Analysis, Vendor Management, Financial Services, Defined Benefit, Defined Contribution, Retirement, Mergers & Acquisitions, Governance, Insurance, Leadership, Process Improvement, Team Building, Project Management, Asset Managment, Business Process..., Series 7, Series 63, Relationship Management, Budgets, Program Management, SDLC, Financial Advisory
Education
NBTHS 1983 — 1987
High School
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts, Communications
Designations
Kaity Au's Merrill Lynch Experience January 2015 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch August 2010 - January 2015
Barclays Capital June 2009 - August 2009
Novo Nordisk June 2008 - August 2008
Skills
Bloomberg, Equities, Financial Modeling, ETFs, Microsoft Excel, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts
Merrill Lynch January 2015 - Present
Merrill Lynch August 2010 - January 2015
Barclays Capital June 2009 - August 2009
Novo Nordisk June 2008 - August 2008
Skills
Bloomberg, Equities, Financial Modeling, ETFs, Microsoft Excel, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts
Frank Zukowski's Merrill Lynch Experience 2000 - 2002
Job National Sales Director, Guinness Atkinson Asset Mgmt.
Industry Financial Services
Experience
Guinness Atkinson Asset Management June 2013 - Present
Cohen & Steers July 2002 - April 2013
Merrill Lynch 2000 - 2002
Merrill Lynch 1995 - 2000
Merrill Lynch 1992 - 1995
Merrill Lynch 1990 - 1992
Skills
Series 7, Series 63, Mutual Funds, Closed-end Funds, Alternative Investments, Asset Allocation, Registered Investment..., Sales Presentations, Presentation Development, Business Strategy, Team Building, Budgets, Asset Management, Financial Advisory, Financial Services, Morningstar, Retirement Planning, Fixed Annuities, Separately Managed..., Finance, Equities, Wealth Management, Investments
Education
Rutgers University
Bachelor of Science (B.S.), Economics
Guinness Atkinson Asset Management June 2013 - Present
Cohen & Steers July 2002 - April 2013
Merrill Lynch 2000 - 2002
Merrill Lynch 1995 - 2000
Merrill Lynch 1992 - 1995
Merrill Lynch 1990 - 1992
Skills
Series 7, Series 63, Mutual Funds, Closed-end Funds, Alternative Investments, Asset Allocation, Registered Investment..., Sales Presentations, Presentation Development, Business Strategy, Team Building, Budgets, Asset Management, Financial Advisory, Financial Services, Morningstar, Retirement Planning, Fixed Annuities, Separately Managed..., Finance, Equities, Wealth Management, Investments
Education
Rutgers University
Bachelor of Science (B.S.), Economics
Maria Comiskey's Merrill Lynch Experience October 2013 - December 2014
Job Desktop Engineer at Merrill Lynch
Industry Computer Networking
Experience
Merrill Lynch October 2013 - December 2014
IBM March 2004 - June 2011
Merrill Lynch 1998 - 2009
Skills
Disaster Recovery, Windows Server, Active Directory, Troubleshooting, Vendor Management, Data Center, Operating Systems, System Administration, SQL, Virtualization, Project Management, Project Portfolio..., Microsoft Office, Outlook, Microsoft SQL Server, Computer Forensics, Strategic Planning, Unix, Oracle, Java, Digital Forensics, Scripting, SCCM, VBScript, iOS, Windows 7, Windows 8, Risk Management, Problem Solving, Product Management, Business Process..., Infrastructure, Security, Management, Leadership, Servers
Education
Rutgers University 2011 — 2012
Computer Forensics Examiner, Computer Forensics, 100
Chubb Institute 1996 — 1997
CNA, network administrattion
Merrill Lynch October 2013 - December 2014
IBM March 2004 - June 2011
Merrill Lynch 1998 - 2009
Skills
Disaster Recovery, Windows Server, Active Directory, Troubleshooting, Vendor Management, Data Center, Operating Systems, System Administration, SQL, Virtualization, Project Management, Project Portfolio..., Microsoft Office, Outlook, Microsoft SQL Server, Computer Forensics, Strategic Planning, Unix, Oracle, Java, Digital Forensics, Scripting, SCCM, VBScript, iOS, Windows 7, Windows 8, Risk Management, Problem Solving, Product Management, Business Process..., Infrastructure, Security, Management, Leadership, Servers
Education
Rutgers University 2011 — 2012
Computer Forensics Examiner, Computer Forensics, 100
Chubb Institute 1996 — 1997
CNA, network administrattion
Stephanie Dolce Trombino's Merrill Lynch Experience August 2006 - October 2008
Job HR Business Partner at New York University
Industry Human Resources
Experience
New York University May 2015 - Present
New York University January 2014 - May 2015
Manhattan Theatre Club August 2012 - January 2014
NYU Stern School of Business October 2008 - August 2012
Merrill Lynch August 2006 - October 2008
Perennial Resources International August 2005 - August 2006
Skills
Onboarding, Performance Management, Compensation, Sourcing, Technical Recruiting, Benefits Administration, Payroll, Deferred Compensation
Education
Rutgers University-New Brunswick 2004 — 2005
MA, Labor Relations
Rutgers University-New Brunswick 2000 — 2004
BA, Labor Studies & Sociology
New York University May 2015 - Present
New York University January 2014 - May 2015
Manhattan Theatre Club August 2012 - January 2014
NYU Stern School of Business October 2008 - August 2012
Merrill Lynch August 2006 - October 2008
Perennial Resources International August 2005 - August 2006
Skills
Onboarding, Performance Management, Compensation, Sourcing, Technical Recruiting, Benefits Administration, Payroll, Deferred Compensation
Education
Rutgers University-New Brunswick 2004 — 2005
MA, Labor Relations
Rutgers University-New Brunswick 2000 — 2004
BA, Labor Studies & Sociology
Richard Albarez's Merrill Lynch Experience September 2009 - August 2010
Job Consultant at Point Management Group
Industry Financial Services
Experience
Point Management Group February 2015 - Present
Navigant July 2014 - Present
Bank of America Merrill Lynch August 2010 - July 2014
Merrill Lynch September 2009 - August 2010
BlackRock November 2002 - November 2008
BlackRock March 1997 - November 2002
The Bank of New York March 1993 - March 1997
Skills
Reference Data, Data Operations, Fixed Income, Equities, Derivatives, Prime Brokerage, Middle Office, Trading Operations, Client Integration, Data Mapping, Asset Managment, Trading Systems, Asset Management, Hedge Funds, Bloomberg, Financial Services, Alternative Investments, Capital Markets, Electronic Trading, Bonds, Swaps, Back Office, FX Options, Options, Portfolio Management, Corporate Actions, Mutual Funds, Financial Markets, Trading, Credit Derivatives, Relationship Management, Securities Lending, Investment Banking, Equity Trading, Market Data, Securities, Settlement, Collateral Management, ETFs, Market Risk, Bloomberg Terminal
Education
Rutgers University-New Brunswick 1989 — 1992
BS, Accounting
Wayne Valley HS
Point Management Group February 2015 - Present
Navigant July 2014 - Present
Bank of America Merrill Lynch August 2010 - July 2014
Merrill Lynch September 2009 - August 2010
BlackRock November 2002 - November 2008
BlackRock March 1997 - November 2002
The Bank of New York March 1993 - March 1997
Skills
Reference Data, Data Operations, Fixed Income, Equities, Derivatives, Prime Brokerage, Middle Office, Trading Operations, Client Integration, Data Mapping, Asset Managment, Trading Systems, Asset Management, Hedge Funds, Bloomberg, Financial Services, Alternative Investments, Capital Markets, Electronic Trading, Bonds, Swaps, Back Office, FX Options, Options, Portfolio Management, Corporate Actions, Mutual Funds, Financial Markets, Trading, Credit Derivatives, Relationship Management, Securities Lending, Investment Banking, Equity Trading, Market Data, Securities, Settlement, Collateral Management, ETFs, Market Risk, Bloomberg Terminal
Education
Rutgers University-New Brunswick 1989 — 1992
BS, Accounting
Wayne Valley HS
Philip Villaluz's Merrill Lynch Experience April 2005 - August 2009
Job Head of Municipal Research at Schroders
Industry Financial Services
Experience
Schroders July 2014 - Present
Broker Dealer October 2010 - May 2014
Advisors Asset Management, Inc. August 2009 - October 2010
Merrill Lynch April 2005 - August 2009
Merrill Lynch & Co. 2005 - 2009
Citigroup 2000 - 2005
Prudential Financial March 1993 - August 2000
Skills
Bonds, Fixed Income, Capital Markets, Securities, Series 7, Municipalities, Credit, Series 63, Credit Risk, Alternative Investments, Hedge Funds, Asset Management, Investments, Portfolio Management, Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1991
Economics
Schroders July 2014 - Present
Broker Dealer October 2010 - May 2014
Advisors Asset Management, Inc. August 2009 - October 2010
Merrill Lynch April 2005 - August 2009
Merrill Lynch & Co. 2005 - 2009
Citigroup 2000 - 2005
Prudential Financial March 1993 - August 2000
Skills
Bonds, Fixed Income, Capital Markets, Securities, Series 7, Municipalities, Credit, Series 63, Credit Risk, Alternative Investments, Hedge Funds, Asset Management, Investments, Portfolio Management, Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1991
Economics
Brian Schoenwandt's Merrill Lynch Experience June 2009 - November 2009
Job Project Manager at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
State Of North Carolina Project ManagerMorgan Stanley Smith BarneySeptember 2010 - November 2012
Medco Health Solutions December 2009 - June 2010
Merrill Lynch June 2009 - November 2009
Bear Stearns/Custodial Trust Company 2003 - 2009
Bear Stearns 1997 - 2009
Skills
Business Analysis, Software Documentation, Human Resources, Vendor Management, PMO, PMP, Requirements Analysis, Requirements Gathering, Risk Management, Program Management, Project Management, IT Strategy, Agile Project Management, SharePoint, Process Improvement
Education
Rutgers University-New Brunswick 1978 — 2002
BA, PreMed, Microbio, Electrical Eng'g, Psychology, Chemistry
State Of North Carolina Project ManagerMorgan Stanley Smith BarneySeptember 2010 - November 2012
Medco Health Solutions December 2009 - June 2010
Merrill Lynch June 2009 - November 2009
Bear Stearns/Custodial Trust Company 2003 - 2009
Bear Stearns 1997 - 2009
Skills
Business Analysis, Software Documentation, Human Resources, Vendor Management, PMO, PMP, Requirements Analysis, Requirements Gathering, Risk Management, Program Management, Project Management, IT Strategy, Agile Project Management, SharePoint, Process Improvement
Education
Rutgers University-New Brunswick 1978 — 2002
BA, PreMed, Microbio, Electrical Eng'g, Psychology, Chemistry
Cathy Baulis's Merrill Lynch Experience 1987 - 2009
Job Vice President, Learning & Leadership Development
Industry Human Resources
Experience
Bank of America January 2010 - Present
Merrill Lynch 1987 - 2009
Skills
Strategy, Performance Management, Succession Planning, Training, Talent Management, Financial Services, Leadership Development, Leadership
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics, Finance
Bank of America January 2010 - Present
Merrill Lynch 1987 - 2009
Skills
Strategy, Performance Management, Succession Planning, Training, Talent Management, Financial Services, Leadership Development, Leadership
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics, Finance
Yangzi Zhuang's Merrill Lynch Experience August 2008 - May 2009
Job Senior Consultant Performance Improvement Finance at Ernst and Young
Industry Financial Services
Experience
Ernst and Young July 2011 - Present
Vanguard August 2010 - June 2012
Quest Diagnostics June 2009 - August 2009
Merrill Lynch August 2008 - May 2009
Oriental Garden Restaurant September 2002 - August 2008
Skills
Microsoft Excel, Payroll, Access, Microsoft Word, Finance, Management
Education
Rutgers University, Rutgers Business School 2010 — 2012
Bachelor of Science, Finance
Rutgers University-New Brunswick 2007 — 2009
Bachelor of Science, Finance and Economics
Ernst and Young July 2011 - Present
Vanguard August 2010 - June 2012
Quest Diagnostics June 2009 - August 2009
Merrill Lynch August 2008 - May 2009
Oriental Garden Restaurant September 2002 - August 2008
Skills
Microsoft Excel, Payroll, Access, Microsoft Word, Finance, Management
Education
Rutgers University, Rutgers Business School 2010 — 2012
Bachelor of Science, Finance
Rutgers University-New Brunswick 2007 — 2009
Bachelor of Science, Finance and Economics
pooja rajpurohit's Merrill Lynch Experience December 2007 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch December 2007 - March 2009
Merrill Lynch July 2007 - December 2007
Law office of Mrugesh Patel January 2007 - July 2007
Valley National Bank August 2000 - May 2006
Education
Rutgers University-New Brunswick 2004 — 2007
BA, Economics
Merrill Lynch December 2007 - March 2009
Merrill Lynch July 2007 - December 2007
Law office of Mrugesh Patel January 2007 - July 2007
Valley National Bank August 2000 - May 2006
Education
Rutgers University-New Brunswick 2004 — 2007
BA, Economics
Paul Rua's Merrill Lynch Experience May 2014 - Present
Job Assistant Vice President / Performance Improvement Consultant
Industry Banking
Experience
Merrill Lynch May 2014 - Present
Bank of America April 2009 - Present
Bank of America October 2007 - March 2009
MBNA Bank (now Bank of America) November 2005 - October 2007
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Cards, Credit Risk, Finance, Leadership, Loans, Management, Mortgage Lending, Portfolio Management, Relationship Management, Risk Management, Coaching, Retail Banking, Financial Services, Process Improvement, Financial Risk, Cross Selling, Customer Service, Branch Management, Team Building, Sales, Call Centers
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelors of Science, Administration of Justice
Merrill Lynch May 2014 - Present
Bank of America April 2009 - Present
Bank of America October 2007 - March 2009
MBNA Bank (now Bank of America) November 2005 - October 2007
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Cards, Credit Risk, Finance, Leadership, Loans, Management, Mortgage Lending, Portfolio Management, Relationship Management, Risk Management, Coaching, Retail Banking, Financial Services, Process Improvement, Financial Risk, Cross Selling, Customer Service, Branch Management, Team Building, Sales, Call Centers
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelors of Science, Administration of Justice
Mike Albertelli's Merrill Lynch Experience December 2007 - June 2009
Job Senior Analyst
Industry Insurance
Experience
AIG August 2014 - Present
First Data Corporation May 2014 - August 2014
Citigroup June 2011 - March 2014
Cantor Fitzgerald June 2009 - June 2011
Merrill Lynch December 2007 - June 2009
KBC Financial Products July 2006 - December 2007
Rumson-Fair Haven Bank & Trust 2004 - 2006
Skills
Internal Controls, Financial Accounting, Microsoft Excel, Due Diligence, Banking, Analysis, Strategic Financial..., Financial Reporting, Corporate Finance, Financial Analysis, Valuation
Education
Rutgers University-New Brunswick
BA, Economics
AIG August 2014 - Present
First Data Corporation May 2014 - August 2014
Citigroup June 2011 - March 2014
Cantor Fitzgerald June 2009 - June 2011
Merrill Lynch December 2007 - June 2009
KBC Financial Products July 2006 - December 2007
Rumson-Fair Haven Bank & Trust 2004 - 2006
Skills
Internal Controls, Financial Accounting, Microsoft Excel, Due Diligence, Banking, Analysis, Strategic Financial..., Financial Reporting, Corporate Finance, Financial Analysis, Valuation
Education
Rutgers University-New Brunswick
BA, Economics
Curtis Krietzberg, CFA's Merrill Lynch Experience 1990 - 2000
Job Private Wealth Advisor
Industry Financial Services
Experience
Krietzberg Wealth Management August 2005 - Present
Lincoln Financial Advisors, Sagemark January 2000 - June 2005
Merrill Lynch 1990 - 2000
Skills
Investments, Asset Allocation, Portfolio Management, Financial Planning, Financial Services, Wealth Management, Estate Planning, Retirement, Investment Management, Wealth
Education
Rutgers, The State University of New Jersey-Newark 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BA, Economics
Asbury Park High School 1981 — 1985
Belmar Elementary School 1972 — 1981
Krietzberg Wealth Management August 2005 - Present
Lincoln Financial Advisors, Sagemark January 2000 - June 2005
Merrill Lynch 1990 - 2000
Skills
Investments, Asset Allocation, Portfolio Management, Financial Planning, Financial Services, Wealth Management, Estate Planning, Retirement, Investment Management, Wealth
Education
Rutgers, The State University of New Jersey-Newark 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BA, Economics
Asbury Park High School 1981 — 1985
Belmar Elementary School 1972 — 1981
Daphne Rogers, PMP's Merrill Lynch Experience 2006 - 2009
Job Experienced IT Professional
Industry Financial Services
Experience
Citi December 2009 - July 2012
Merrill Lynch 2006 - 2009
Merrill Lynch 2003 - 2006
Merrill Lynch 1998 - 2003
Skills
Six Sigma, Business Process..., Process Improvement, Project Management, Change Management, Team Leadership, Operations Management, Call Center, Problem Management, Problem Solving, Collaborative Problem..., ITIL v3 Foundations..., Mentoring, PMP, Financial Services, Service Desk
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Rutgers University-New Brunswick 1985 — 1988
B.A., Economics
Villanova University
Project Management, Lean Six Sigma
Citi December 2009 - July 2012
Merrill Lynch 2006 - 2009
Merrill Lynch 2003 - 2006
Merrill Lynch 1998 - 2003
Skills
Six Sigma, Business Process..., Process Improvement, Project Management, Change Management, Team Leadership, Operations Management, Call Center, Problem Management, Problem Solving, Collaborative Problem..., ITIL v3 Foundations..., Mentoring, PMP, Financial Services, Service Desk
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Rutgers University-New Brunswick 1985 — 1988
B.A., Economics
Villanova University
Project Management, Lean Six Sigma
Miyna Muhammad's Merrill Lynch Experience October 2005 - February 2008
Job Service Quality Analyst at Albridge Solutions
Industry Financial Services
Experience
Albridge Solutions a PNC Company February 2008 - Present
Merrill Lynch October 2005 - February 2008
Skills
Business Analysis, Process Improvement, Data Analysis, Customer Service, Requirements Gathering
Education
Rutgers University-New Brunswick 2000 — 2004
B.A., English
Albridge Solutions a PNC Company February 2008 - Present
Merrill Lynch October 2005 - February 2008
Skills
Business Analysis, Process Improvement, Data Analysis, Customer Service, Requirements Gathering
Education
Rutgers University-New Brunswick 2000 — 2004
B.A., English
Shabbib Jaffri's Merrill Lynch Experience January 2010 - August 2010
Job
Industry Financial Services
Experience
Moodys July 2011 - Present
Ross University August 2010 - July 2011
Merrill Lynch January 2010 - August 2010
Pfizer July 2008 - January 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Science, Finance and Economics
Moodys July 2011 - Present
Ross University August 2010 - July 2011
Merrill Lynch January 2010 - August 2010
Pfizer July 2008 - January 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Science, Finance and Economics
Maz Pawar's Merrill Lynch Experience 2006 - 2007
Job Partner at Auctus Group, Inc
Industry Investment Banking
Experience
Auctus Group, Inc July 2015 - Present
MSC October 2010 - July 2015
Houlihan Smith & Company, Inc. March 2008 - October 2010
Merrill Lynch 2006 - 2007
Wells Fargo Capital Finance 2004 - 2007
Goldman Sachs September 2003 - May 2004
Skills
Valuation, Investment Banking, Corporate Finance, Financial Modeling, DCF, LBO, Debt Restructuring, M&A experience, Capital Markets, Business Valuation, Private Equity, Banking, Due Diligence, Finance, Equity Valuation, Mergers, Venture Capital, Equities, Mergers & Acquisitions, Private Placements, Capital, Investor Relations, Hedge Funds, Restructuring, Deal Sourcing, Corporate Development, Financial Structuring, Capital Structure, Financial Analysis, Alternative Investments, Leveraged Finance, Portfolio Management, Structured Finance, Securities, Project Finance, Capital Raising, Deal Execution, Equity Research, Growth Capital, Asset Management, Investments, Crowdfunding, Crowdsourcing, Analysis, Financial Advisory, Start-ups, Strategic Planning, Management, Business Strategy
Education
Rutgers University-New Brunswick 2007 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (BS)
Auctus Group, Inc July 2015 - Present
MSC October 2010 - July 2015
Houlihan Smith & Company, Inc. March 2008 - October 2010
Merrill Lynch 2006 - 2007
Wells Fargo Capital Finance 2004 - 2007
Goldman Sachs September 2003 - May 2004
Skills
Valuation, Investment Banking, Corporate Finance, Financial Modeling, DCF, LBO, Debt Restructuring, M&A experience, Capital Markets, Business Valuation, Private Equity, Banking, Due Diligence, Finance, Equity Valuation, Mergers, Venture Capital, Equities, Mergers & Acquisitions, Private Placements, Capital, Investor Relations, Hedge Funds, Restructuring, Deal Sourcing, Corporate Development, Financial Structuring, Capital Structure, Financial Analysis, Alternative Investments, Leveraged Finance, Portfolio Management, Structured Finance, Securities, Project Finance, Capital Raising, Deal Execution, Equity Research, Growth Capital, Asset Management, Investments, Crowdfunding, Crowdsourcing, Analysis, Financial Advisory, Start-ups, Strategic Planning, Management, Business Strategy
Education
Rutgers University-New Brunswick 2007 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (BS)
Michael Rivas's Merrill Lynch Experience January 2008 - December 2008
Job Director Internal Audit at The Depository Trust & Clearing Corporation
Industry Banking
Experience
The Depository Trust & Clearing Corporation January 2014 - Present
The Depository Trust & Clearing Corporation November 2012 - January 2014
The Depository Trust & Clearing Corporation November 2011 - November 2012
The Depository Trust & Clearing Corporation July 2010 - October 2011
Bank of America January 2009 - June 2010
Merrill Lynch January 2008 - December 2008
Merrill Lynch December 2007 - January 2008
Merrill Lynch June 2006 - December 2007
Skills
Risk Management, Financial Risk, Internal Audit, Enterprise Risk..., Financial Analysis, Banking, Financial Modeling, Internal Controls, Sarbanes-Oxley Act, Finance, Auditing, Corporate Finance, Operational Risk, Financial Reporting, Credit, Liquidity Risk, Principal Investments, Anti Money Laundering, Compliance, AML, Stress Testing, Margin, Equities
Education
Rutgers University-New Brunswick 2002 — 2006
BA, Economics
The Depository Trust & Clearing Corporation January 2014 - Present
The Depository Trust & Clearing Corporation November 2012 - January 2014
The Depository Trust & Clearing Corporation November 2011 - November 2012
The Depository Trust & Clearing Corporation July 2010 - October 2011
Bank of America January 2009 - June 2010
Merrill Lynch January 2008 - December 2008
Merrill Lynch December 2007 - January 2008
Merrill Lynch June 2006 - December 2007
Skills
Risk Management, Financial Risk, Internal Audit, Enterprise Risk..., Financial Analysis, Banking, Financial Modeling, Internal Controls, Sarbanes-Oxley Act, Finance, Auditing, Corporate Finance, Operational Risk, Financial Reporting, Credit, Liquidity Risk, Principal Investments, Anti Money Laundering, Compliance, AML, Stress Testing, Margin, Equities
Education
Rutgers University-New Brunswick 2002 — 2006
BA, Economics
Dennis Ouyang's Merrill Lynch Experience August 2012 - Present
Job Investment Specialist / Trade Team at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Merrill Lynch December 2006 - July 2012
Ajilon Finance November 2006 - December 2006
Skills
Alternative Investments, Options, Derivatives, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Financial Statements, Equities, fixed income, Ethics, Customer Service, Communication Skills, Time Management, Close Attention to..., Wealth Management, Securities, Finance
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelors, Economics
Merrill Lynch August 2012 - Present
Merrill Lynch December 2006 - July 2012
Ajilon Finance November 2006 - December 2006
Skills
Alternative Investments, Options, Derivatives, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Financial Statements, Equities, fixed income, Ethics, Customer Service, Communication Skills, Time Management, Close Attention to..., Wealth Management, Securities, Finance
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelors, Economics
Kunal Sachdev's Merrill Lynch Experience February 2011 - October 2011
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2015 - Present
Oppenheimer & Co. July 2013 - September 2015
Nassau Energy Consulting December 2012 - July 2013
Oppenheimer & Co. June 2012 - August 2012
Capstone Partners LLC December 2011 - January 2012
MR Valuation Consulting, LLC October 2011 - December 2011
Merrill Lynch February 2011 - October 2011
Skills
Bloomberg Terminal, Financial Modeling, Investment Banking, Equities, Management, Restructuring, Fixed Income, Bloomberg, Valuation, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Finance with Minor in Economics
Houlihan Lokey September 2015 - Present
Oppenheimer & Co. July 2013 - September 2015
Nassau Energy Consulting December 2012 - July 2013
Oppenheimer & Co. June 2012 - August 2012
Capstone Partners LLC December 2011 - January 2012
MR Valuation Consulting, LLC October 2011 - December 2011
Merrill Lynch February 2011 - October 2011
Skills
Bloomberg Terminal, Financial Modeling, Investment Banking, Equities, Management, Restructuring, Fixed Income, Bloomberg, Valuation, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Finance with Minor in Economics
Annie Prohammer, MBA's Merrill Lynch Experience July 1999 - June 2000
Job Consultant at Accel Partners
Industry Accounting
Experience
Accel Partners July 2003 - Present
Accel Partners June 2000 - July 2003
Merrill Lynch July 1999 - June 2000
Merrill Lynch September 1996 - July 1999
Skills
Investments, Venture Capital, Mergers, Private Equity, Equities, Valuation, Accounting, Financial Reporting, Forecasting
Education
Rutgers University-New Brunswick 1997 — 1999
Master of Business Administration, Finance
Rutgers University-New Brunswick 1988 — 1992
Bachelor of Science, Accounting
Union Catholic High School 1984 — 1988
Accel Partners July 2003 - Present
Accel Partners June 2000 - July 2003
Merrill Lynch July 1999 - June 2000
Merrill Lynch September 1996 - July 1999
Skills
Investments, Venture Capital, Mergers, Private Equity, Equities, Valuation, Accounting, Financial Reporting, Forecasting
Education
Rutgers University-New Brunswick 1997 — 1999
Master of Business Administration, Finance
Rutgers University-New Brunswick 1988 — 1992
Bachelor of Science, Accounting
Union Catholic High School 1984 — 1988
Jinya Zhao's Merrill Lynch Experience May 2012 - August 2012
Job Investment Analyst at Prudential Financial
Industry Financial Services
Experience
Private Dentist Office August 2008 - July 2014
UMDNJ School of Public Health October 2011 - May 2014
JPMorgan Chase June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Bilingual-..., Microsoft Office, PowerPoint, Research, Financial Analysis, Investments, Public Speaking, Microsoft Excel, Access
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Finance, Management
Private Dentist Office August 2008 - July 2014
UMDNJ School of Public Health October 2011 - May 2014
JPMorgan Chase June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Bilingual-..., Microsoft Office, PowerPoint, Research, Financial Analysis, Investments, Public Speaking, Microsoft Excel, Access
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Science (B.S.), Finance, Management
Christina Ling's Merrill Lynch Experience November 2005 - July 2007
Job Audit Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2014 - Present
Prudential Financial August 2007 - March 2014
Merrill Lynch November 2005 - July 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Economics and Psychology
Prudential Financial March 2014 - Present
Prudential Financial August 2007 - March 2014
Merrill Lynch November 2005 - July 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Economics and Psychology
Kellen Clarke's Merrill Lynch Experience May 2015 - 2015
Job Merrill Edge Virtual Client Assciate
Industry Banking
Experience
Merrill Lynch May 2015 - 2015
Ricoh Americas Corporation March 2012 - December 2012
Skills
Scanners, Direct Sales, Cold Calling, Account Management, Sales, Sales Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), History
Merrill Lynch May 2015 - 2015
Ricoh Americas Corporation March 2012 - December 2012
Skills
Scanners, Direct Sales, Cold Calling, Account Management, Sales, Sales Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), History
Alfred Radzik's Merrill Lynch Experience July 1994 - December 2000
Job Systems Support at State Street Bank
Industry Financial Services
Experience
State Street Bank December 2000 - December 2008
Merrill Lynch July 1994 - December 2000
ICL June 1985 - July 1994
Skills
Unix, Operating Systems, Servers, Disaster Recovery, Solaris, Software Documentation, Troubleshooting, Technical Support, Network Administration, Windows, Hardware, System Administration, Testing, BMC Remedy, Databases, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1985
Bachelor of Applied Science (BASc), Computer Science
Raritan Valley Community College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Industrial Electronics Technology/Technician
State Street Bank December 2000 - December 2008
Merrill Lynch July 1994 - December 2000
ICL June 1985 - July 1994
Skills
Unix, Operating Systems, Servers, Disaster Recovery, Solaris, Software Documentation, Troubleshooting, Technical Support, Network Administration, Windows, Hardware, System Administration, Testing, BMC Remedy, Databases, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1985
Bachelor of Applied Science (BASc), Computer Science
Raritan Valley Community College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Industrial Electronics Technology/Technician
Pooja Oberoi's Merrill Lynch Experience July 2007 - March 2009
Job BMO at Johnson & Johnson
Industry Hospitality
Experience
Johnson & Johnson June 2014 - Present
Wyndham Worldwide April 2013 - April 2014
Johnson and Johnson, ITS November 2009 - April 2013
Valley National Bank April 2009 - November 2009
Merrill Lynch July 2007 - March 2009
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics
Johnson & Johnson June 2014 - Present
Wyndham Worldwide April 2013 - April 2014
Johnson and Johnson, ITS November 2009 - April 2013
Valley National Bank April 2009 - November 2009
Merrill Lynch July 2007 - March 2009
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics
Vincent Agro's Merrill Lynch Experience March 2004 - April 2006
Job at
Industry Investment Management
Experience
Millennium Partners May 2011 - Present
Cavu Capital July 2009 - May 2011
Plural Investments, LLC March 2009 - July 2009
BullPath Capital September 2006 - March 2009
Omega Advisors May 2006 - September 2006
Merrill Lynch March 2004 - April 2006
Prudential Financial June 2000 - April 2004
Skills
Equity Research, Hedge Funds, Financial Modeling, Portfolio Management, Investment Banking, Equity Valuation, Financial Analysis, Asset Management, Asset Allocation
Education
Rutgers University
Millennium Partners May 2011 - Present
Cavu Capital July 2009 - May 2011
Plural Investments, LLC March 2009 - July 2009
BullPath Capital September 2006 - March 2009
Omega Advisors May 2006 - September 2006
Merrill Lynch March 2004 - April 2006
Prudential Financial June 2000 - April 2004
Skills
Equity Research, Hedge Funds, Financial Modeling, Portfolio Management, Investment Banking, Equity Valuation, Financial Analysis, Asset Management, Asset Allocation
Education
Rutgers University
Raymond Decker's Merrill Lynch Experience September 1993 - January 1996
Job Managing Director, Head of Institutional Defined Contribution Client Service at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein February 2014 - Present
AllianceBernstein September 2005 - February 2014
Morgan Stanley April 2002 - September 2005
Morgan Stanley September 1997 - April 2002
U.S. Trust Company January 1996 - September 1997
Merrill Lynch September 1993 - January 1996
Merrill Lynch September 1990 - September 1993
Buck Consultants, Inc. June 1985 - September 1990
Bankers Trust Company August 1984 - June 1985
Skills
Institutional Client..., Retirement Plans, Defined Contribution..., 401(k), Product Management, DC Plan..., DC Product Marketing, Participant..., Asset Allocation, Series 7, Investment Management, Equities, Fixed Income, Asset Management, Retirement, Client Services, IRAs, 401k
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
AllianceBernstein February 2014 - Present
AllianceBernstein September 2005 - February 2014
Morgan Stanley April 2002 - September 2005
Morgan Stanley September 1997 - April 2002
U.S. Trust Company January 1996 - September 1997
Merrill Lynch September 1993 - January 1996
Merrill Lynch September 1990 - September 1993
Buck Consultants, Inc. June 1985 - September 1990
Bankers Trust Company August 1984 - June 1985
Skills
Institutional Client..., Retirement Plans, Defined Contribution..., 401(k), Product Management, DC Plan..., DC Product Marketing, Participant..., Asset Allocation, Series 7, Investment Management, Equities, Fixed Income, Asset Management, Retirement, Client Services, IRAs, 401k
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank