Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Danielle Drew MBA Danielle Drew MBA's Merrill Lynch Experience September 2008 - February 2009
Job
Industry Financial Services
Experience
Healthworks Fitness Centers for Women April 2015 - Present
Get In Shape For Women October 2010 - April 2015
Town Sports International April 2012 - July 2013
Merrill Lynch September 2008 - February 2009
Merrill Lynch January 2007 - May 2007
Skills
Microsoft Excel, MS Excel Pivot Tables, Personal Training, Fitness, Wellness, Nutrition, Data Analysis, Client Relations, PowerPoint, Microsoft Office, Fitness Training, QuickBooks
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), Real Estate Management, Financial Planning
Bentley University 2004 — 2007
Bachelor's degree, Finance, General
Healthworks Fitness Centers for Women April 2015 - Present
Get In Shape For Women October 2010 - April 2015
Town Sports International April 2012 - July 2013
Merrill Lynch September 2008 - February 2009
Merrill Lynch January 2007 - May 2007
Skills
Microsoft Excel, MS Excel Pivot Tables, Personal Training, Fitness, Wellness, Nutrition, Data Analysis, Client Relations, PowerPoint, Microsoft Office, Fitness Training, QuickBooks
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), Real Estate Management, Financial Planning
Bentley University 2004 — 2007
Bachelor's degree, Finance, General
Austin Weiss Austin Weiss's Merrill Lynch Experience November 2011 - January 2012
Job Broker at Weichert, Realtors
Industry Real Estate
Experience
Weichert, Realtors 2014 - Present
Public Allies September 2013 - March 2014
Marcus & Millichap August 2012 - November 2012
Northern Illinois University November 2011 - May 2012
Merrill Lynch November 2011 - January 2012
EBAY liquidation May 2009 - January 2011
Education
Northern Illinois University - College of Business 2009 — 2012
Bachelor of Science (B.S.), Finance
Beloit College 2008 — 2009
None, Business
Weichert, Realtors 2014 - Present
Public Allies September 2013 - March 2014
Marcus & Millichap August 2012 - November 2012
Northern Illinois University November 2011 - May 2012
Merrill Lynch November 2011 - January 2012
EBAY liquidation May 2009 - January 2011
Education
Northern Illinois University - College of Business 2009 — 2012
Bachelor of Science (B.S.), Finance
Beloit College 2008 — 2009
None, Business
Joseph Romano Joseph Romano's Merrill Lynch Experience May 2013 - August 2014
Job Seton Hall Law Bentley University
Industry Legal Services
Experience
Corporation Counsel - City of Hoboken May 2015 - August 2015
Merrill Lynch May 2013 - August 2014
Skills
Equities, Financial Analysis, Fixed Income, Customer Service, Financial Modeling, Leadership, Public Speaking, Time Management
Education
Seton Hall University School of Law 2014 — 2017
Juris Doctor (J.D.)
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics and Finance
Corporation Counsel - City of Hoboken May 2015 - August 2015
Merrill Lynch May 2013 - August 2014
Skills
Equities, Financial Analysis, Fixed Income, Customer Service, Financial Modeling, Leadership, Public Speaking, Time Management
Education
Seton Hall University School of Law 2014 — 2017
Juris Doctor (J.D.)
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics and Finance
Avinash Amdekar Avinash Amdekar's Merrill Lynch Experience July 2007 - December 2007
Job Senior Software Engineer at Hewlett Packard
Industry Information Technology and Services
Experience
Hewlett-Packard October 2013 - Present
Pacecon Technosys Pvt. Ltd. April 2012 - September 2013
American Institutes for Research September 2011 - February 2012
Constellation Energy November 2009 - August 2011
Charles Schwab January 2008 - December 2008
Merrill Lynch July 2007 - December 2007
Bentley University August 2005 - December 2006
AGS Sundyne Technologies Ltd August 2003 - June 2004
Skills
Financial Services, Financial Technology, Software Engineering, Enterprise Software, C#, .NET, VB.NET, WCF, XML, JavaScript, AJAX, ASP.NET MVC, Financial Modeling, Equity Derivatives, Financial Analysis, Oracle
Education
Bentley University 2005 — 2007
Master of Science, Finance
University of Mumbai 2003 — 2005
M.Com., Accountancy, Economics
University of Pune 2002 — 2003
CDAC, Advanced Computing, Programming
University of Mumbai 1999 — 2002
B.Com., Accountancy, Economics
Balmohan Vidyamandir 1986 — 1997
Hewlett-Packard October 2013 - Present
Pacecon Technosys Pvt. Ltd. April 2012 - September 2013
American Institutes for Research September 2011 - February 2012
Constellation Energy November 2009 - August 2011
Charles Schwab January 2008 - December 2008
Merrill Lynch July 2007 - December 2007
Bentley University August 2005 - December 2006
AGS Sundyne Technologies Ltd August 2003 - June 2004
Skills
Financial Services, Financial Technology, Software Engineering, Enterprise Software, C#, .NET, VB.NET, WCF, XML, JavaScript, AJAX, ASP.NET MVC, Financial Modeling, Equity Derivatives, Financial Analysis, Oracle
Education
Bentley University 2005 — 2007
Master of Science, Finance
University of Mumbai 2003 — 2005
M.Com., Accountancy, Economics
University of Pune 2002 — 2003
CDAC, Advanced Computing, Programming
University of Mumbai 1999 — 2002
B.Com., Accountancy, Economics
Balmohan Vidyamandir 1986 — 1997
Brian Gormley's Merrill Lynch Experience April 2011 - August 2011
Job Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2013 - Present
Financial Foundations, Inc May 2012 - May 2013
Merrill Lynch April 2011 - August 2011
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (M.S.), Finance
Bentley University 2008 — 2012
BS, Economics-Finance, Quantitative Perspective, Law Minor
UBS Financial Services Inc. July 2013 - Present
Financial Foundations, Inc May 2012 - May 2013
Merrill Lynch April 2011 - August 2011
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (M.S.), Finance
Bentley University 2008 — 2012
BS, Economics-Finance, Quantitative Perspective, Law Minor
Jessica Bromwell Jessica Bromwell's Merrill Lynch Experience August 2008 - November 2009
Job MBA Candidate I Salesforce Program Manager at HewlettPackard
Industry Oil & Energy
Experience
Hewlett-Packard April 2015 - Present
Cameron June 2014 - April 2015
Willbros Group, Inc. February 2014 - June 2014
Technip January 2013 - February 2014
Technip December 2010 - January 2013
JP Morgan Chase August 2010 - November 2010
Northwestern Mutual Life January 2010 - August 2010
Merrill Lynch August 2008 - November 2009
Diamond Cutters International February 2006 - August 2009
Skills
Salesforce.com, Sales Process, Quote Preparation, Salesforce.com System..., Salesforce Training, Trade Show Exhibitor, Professional..., Website Updating, Company Newsletters, Sales Order Processing, Life Insurance, Coordinating Events, Sales, Marketing, Procurement, Project Management, Selling, Training, Finance, Time Management, Customer Service, CRM, Sales Operations, Microsoft Excel, Management, Salesforce.com..., Leadership, Microsoft Office
Education
Benedictine University 2014 — 2015
Master of Business Administration (M.B.A.), MBA
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor's Degree, B.B.A. Finance, Minor in Marketing
Lamar High School
High School, International Baccalaureate (IB) School
Hewlett-Packard April 2015 - Present
Cameron June 2014 - April 2015
Willbros Group, Inc. February 2014 - June 2014
Technip January 2013 - February 2014
Technip December 2010 - January 2013
JP Morgan Chase August 2010 - November 2010
Northwestern Mutual Life January 2010 - August 2010
Merrill Lynch August 2008 - November 2009
Diamond Cutters International February 2006 - August 2009
Skills
Salesforce.com, Sales Process, Quote Preparation, Salesforce.com System..., Salesforce Training, Trade Show Exhibitor, Professional..., Website Updating, Company Newsletters, Sales Order Processing, Life Insurance, Coordinating Events, Sales, Marketing, Procurement, Project Management, Selling, Training, Finance, Time Management, Customer Service, CRM, Sales Operations, Microsoft Excel, Management, Salesforce.com..., Leadership, Microsoft Office
Education
Benedictine University 2014 — 2015
Master of Business Administration (M.B.A.), MBA
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor's Degree, B.B.A. Finance, Minor in Marketing
Lamar High School
High School, International Baccalaureate (IB) School
Mike Glodo Mike Glodo's Merrill Lynch Experience 1996 - 1998
Job Futurist. Designer. Builder. Writer.
Industry Publishing
Experience
Victims News Online victimsnewsonline.com January 2015 - Present
Independent Management Consulting 1991 - Present
INRANGE Technologies 2001 - 2001
Affiniti, Inc. January 1999 - September 2000
Merrill Lynch 1996 - 1998
Bellcore January 1995 - June 1995
Equitable Life 1988 - 1990
PA Consulting 1983 - 1988
Telco Strategies, Inc. 1978 - 1983
Chemical Bank July 1978 - December 1978
Skills
Public Speaking, Program Management, Business Planning, Start-ups, Interdisciplinary..., Think Tank, Execution of Business..., Strategy, News Writing, Entrepreneurship, Event Management, Social Media, Social Entrepreneurship, Volunteering
Education
Beloit College 1972 — 1976
BA, Economics and Business
Centro Intercultural de Documentación (CIDOC) 1973 — 1973
Spanish
Shawnee High School 1968 — 1972
Victims News Online victimsnewsonline.com January 2015 - Present
Independent Management Consulting 1991 - Present
INRANGE Technologies 2001 - 2001
Affiniti, Inc. January 1999 - September 2000
Merrill Lynch 1996 - 1998
Bellcore January 1995 - June 1995
Equitable Life 1988 - 1990
PA Consulting 1983 - 1988
Telco Strategies, Inc. 1978 - 1983
Chemical Bank July 1978 - December 1978
Skills
Public Speaking, Program Management, Business Planning, Start-ups, Interdisciplinary..., Think Tank, Execution of Business..., Strategy, News Writing, Entrepreneurship, Event Management, Social Media, Social Entrepreneurship, Volunteering
Education
Beloit College 1972 — 1976
BA, Economics and Business
Centro Intercultural de Documentación (CIDOC) 1973 — 1973
Spanish
Shawnee High School 1968 — 1972
Bob Metzger Bob Metzger's Merrill Lynch Experience October 1998 - April 2001
Job OSJ Registered Rep at Packerland Brokerage Services, Inc.
Industry Investment Management
Experience
Packerland Brokerage Services, Inc.,Okauchee WI February 2012 - Present
Sierra Financial June 2005 - March 2013
Raymond James Financial Services, Inc. April 2001 - June 2005
Merrill Lynch October 1998 - April 2001
Skills
Investments, Retirement Planning
Education
Beloit College 1972 — 1976
B.A.
Wisconsin Lutheran High School 1968 — 1972
Packerland Brokerage Services, Inc.,Okauchee WI February 2012 - Present
Sierra Financial June 2005 - March 2013
Raymond James Financial Services, Inc. April 2001 - June 2005
Merrill Lynch October 1998 - April 2001
Skills
Investments, Retirement Planning
Education
Beloit College 1972 — 1976
B.A.
Wisconsin Lutheran High School 1968 — 1972
Kevin S. Lynch Kevin S. Lynch's Merrill Lynch Experience May 2011 - August 2011
Job Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2012 - Present
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Private Equity, Alternative Investments, Customer Service, Financial Analysis, Mezzanine, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Business Analysis, Data Analysis, Marketing, Public Speaking
Education
Villanova University 2010 — 2012
Bachelor of Business Administration, Finance
Bentley University 2008 — 2010
Morgan Stanley Investment Management August 2012 - Present
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Private Equity, Alternative Investments, Customer Service, Financial Analysis, Mezzanine, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Business Analysis, Data Analysis, Marketing, Public Speaking
Education
Villanova University 2010 — 2012
Bachelor of Business Administration, Finance
Bentley University 2008 — 2010
Justin Kemmerer's Merrill Lynch Experience April 2010 - September 2010
Job Senior SAP Treasury and Risk Management Consultant & Project Manager at e5 Solutions Group
Industry Financial Services
Experience
e5 Solutions Group April 2015 - Present
e5 Solutions Group November 2011 - Present
Reading Royals August 2014 - October 2014
Reading Royals October 2011 - February 2012
Bentley University 2010 - 2011
Merrill Lynch April 2010 - September 2010
NameMedia May 2007 - October 2007
Skills
Corporate Finance, Risk Management, Forecasting, Portfolio Management, Finance, Investments, Banking, Strategic Financial..., SAP, Leadership, Cash Management, Management, Strategy, Credit Risk, Treasury, ERP, Treasury Management, CRM
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MSF, Finance
Bentley University 2006 — 2010
Bachelors, Finance
Pomfret School 2003 — 2006
Lower Dauphin 2001 — 2003
e5 Solutions Group April 2015 - Present
e5 Solutions Group November 2011 - Present
Reading Royals August 2014 - October 2014
Reading Royals October 2011 - February 2012
Bentley University 2010 - 2011
Merrill Lynch April 2010 - September 2010
NameMedia May 2007 - October 2007
Skills
Corporate Finance, Risk Management, Forecasting, Portfolio Management, Finance, Investments, Banking, Strategic Financial..., SAP, Leadership, Cash Management, Management, Strategy, Credit Risk, Treasury, ERP, Treasury Management, CRM
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MSF, Finance
Bentley University 2006 — 2010
Bachelors, Finance
Pomfret School 2003 — 2006
Lower Dauphin 2001 — 2003
Erin O'Rourke Erin O'Rourke's Merrill Lynch Experience June 2004 - November 2008
Job Implementation Consultant, Advanced FA Education Education Program Management at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Endeavor Wealth Management LLC December 2012 - April 2014
Morgan Stanley Smith Barney November 2008 - December 2012
Merrill Lynch June 2004 - November 2008
Robert W. Baird & Co. 2001 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Retirement, Asset Management, Insurance, Series 63, Customer Service, Financial Advisory
Education
Beloit College 1995 — 1999
BA, Economics & Management, Sociology
Wells Fargo Advisors April 2014 - Present
Endeavor Wealth Management LLC December 2012 - April 2014
Morgan Stanley Smith Barney November 2008 - December 2012
Merrill Lynch June 2004 - November 2008
Robert W. Baird & Co. 2001 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Retirement, Asset Management, Insurance, Series 63, Customer Service, Financial Advisory
Education
Beloit College 1995 — 1999
BA, Economics & Management, Sociology
Blake Elkinson's Merrill Lynch Experience March 2012 - December 2012
Job IT Risk/Technology Consultant at Protiviti
Industry Management Consulting
Erica R. Stein Erica R. Stein's Merrill Lynch Experience September 2007 - December 2007
Job Associate at Akerman LLP
Industry Law Practice
Experience
Akerman LLP December 2013 - Present
Patton Boggs LLP October 2009 - December 2013
New York City Law Department September 2009 - December 2009
Catholic Charities January 2008 - April 2008
Merrill Lynch September 2007 - December 2007
Skills
Litigation, Legal Research, Legal Writing, Commercial Litigation, Civil Litigation, Courts, Westlaw
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2009
J.D.
University of Michigan 2001 — 2006
B.A., B.M., Spanish, Flute Performance
Akerman LLP December 2013 - Present
Patton Boggs LLP October 2009 - December 2013
New York City Law Department September 2009 - December 2009
Catholic Charities January 2008 - April 2008
Merrill Lynch September 2007 - December 2007
Skills
Litigation, Legal Research, Legal Writing, Commercial Litigation, Civil Litigation, Courts, Westlaw
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2009
J.D.
University of Michigan 2001 — 2006
B.A., B.M., Spanish, Flute Performance
David Andrade David Andrade's Merrill Lynch Experience January 2010 - August 2010
Job Lead Analyst at Merkle
Industry Marketing and Advertising
Experience
Merkle October 2014 - Present
Merkle June 2013 - September 2014
Merkle June 2012 - June 2013
Cubist Pharmaceuticals February 2012 - May 2012
VFA, Inc. September 2011 - December 2011
A Multinational Financial Services Corporation September 2010 - May 2011
Merrill Lynch January 2010 - August 2010
Edward Jones February 2009 - August 2009
Merrill Lynch October 2008 - December 2008
Ameriprise Financial May 2008 - September 2008
Skills
Business Intelligence, Market Research, Data Analysis, Tableau, SPSS, Business Process..., Statistical Modeling, SAS, Business Analytics, Leadership, Cognos, Microsoft SQL Server, Teradata SQL, Information Design, Data Architecture, Database Marketing, Digital Marketing, Marketing Strategy, SAS/SQL, RFM, MS Office Suite, Forecasting, Investment Advisory, Requirements Gathering, PowerDesigner, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA, Business Analytics
College of the Holy Cross 2004 — 2008
A.B., Economics, Asian Studies
Merkle October 2014 - Present
Merkle June 2013 - September 2014
Merkle June 2012 - June 2013
Cubist Pharmaceuticals February 2012 - May 2012
VFA, Inc. September 2011 - December 2011
A Multinational Financial Services Corporation September 2010 - May 2011
Merrill Lynch January 2010 - August 2010
Edward Jones February 2009 - August 2009
Merrill Lynch October 2008 - December 2008
Ameriprise Financial May 2008 - September 2008
Skills
Business Intelligence, Market Research, Data Analysis, Tableau, SPSS, Business Process..., Statistical Modeling, SAS, Business Analytics, Leadership, Cognos, Microsoft SQL Server, Teradata SQL, Information Design, Data Architecture, Database Marketing, Digital Marketing, Marketing Strategy, SAS/SQL, RFM, MS Office Suite, Forecasting, Investment Advisory, Requirements Gathering, PowerDesigner, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA, Business Analytics
College of the Holy Cross 2004 — 2008
A.B., Economics, Asian Studies
Elizabeth Terchunian's Merrill Lynch Experience February 2012 - May 2012
Job Product Specialist at Staples
Industry Marketing and Advertising
Experience
Staples December 2013 - Present
Eagle's Landing at Calverton Links Ltd. May 2009 - October 2012
Eagle's Landing at Calverton Links Ltd. May 2007 - October 2012
Merrill Lynch February 2012 - May 2012
Mom.com September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media Marketing, Facebook, Social Media, Microsoft Word, SPSS, Event Planning, Marketing Research, Email Marketing, Marketing, Data Analysis, Marketing Strategy, Social Networking, Market Research, Marketing Communications, Event Management, Online Marketing, Time Management, Access
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Masters of Science in Marketing Analytics
Bentley University 2008 — 2012
Marketing, Management
McGann Mercy High School 2004 — 2008
Staples December 2013 - Present
Eagle's Landing at Calverton Links Ltd. May 2009 - October 2012
Eagle's Landing at Calverton Links Ltd. May 2007 - October 2012
Merrill Lynch February 2012 - May 2012
Mom.com September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media Marketing, Facebook, Social Media, Microsoft Word, SPSS, Event Planning, Marketing Research, Email Marketing, Marketing, Data Analysis, Marketing Strategy, Social Networking, Market Research, Marketing Communications, Event Management, Online Marketing, Time Management, Access
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Masters of Science in Marketing Analytics
Bentley University 2008 — 2012
Marketing, Management
McGann Mercy High School 2004 — 2008
Jason Phillips, CFP® Jason Phillips, CFP®'s Merrill Lynch Experience January 2000 - May 2006
Job Financial Advisor
Industry Financial Services
Experience
Janney Montgomery Scott April 2011 - Present
Wells Fargo Advisors May 2006 - April 2011
Merrill Lynch January 2000 - May 2006
Skills
Retirement, Insurance, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investments, Strategic Financial..., Series 63, Alternative Investments, Equities, Securities, Investment Advisory, Fixed Income, Portfolio Management, Investment Strategies, Bloomberg, Uniform Combined State...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
Master of Business Administration (MBA), Finance, General
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Janney Montgomery Scott April 2011 - Present
Wells Fargo Advisors May 2006 - April 2011
Merrill Lynch January 2000 - May 2006
Skills
Retirement, Insurance, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Investments, Strategic Financial..., Series 63, Alternative Investments, Equities, Securities, Investment Advisory, Fixed Income, Portfolio Management, Investment Strategies, Bloomberg, Uniform Combined State...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
Master of Business Administration (MBA), Finance, General
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Diane Jocson Diane Jocson's Merrill Lynch Experience August 2007 - August 2009
Job Staff Consultant at CSC
Industry Information Technology and Services
Experience
CSC June 2008 - Present
Merrill Lynch August 2007 - August 2009
Skills
Analysis, Business Analysis, IT Strategy, Project Management, Consulting
Education
Benedictine University 2002 — 2006
B.A., Finance
CSC June 2008 - Present
Merrill Lynch August 2007 - August 2009
Skills
Analysis, Business Analysis, IT Strategy, Project Management, Consulting
Education
Benedictine University 2002 — 2006
B.A., Finance
Brian Scawinski Brian Scawinski's Merrill Lynch Experience October 2013 - Present
Job Wealth Management Associate
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Credit Union 1 February 2012 - August 2013
Credit Union 1 January 2011 - February 2012
Skills
Banking, Business Analysis, Team Leadership, Financial Analysis, Portfolio Management, Mutual Funds, Municipal Bonds, Financial Modeling, Trading Systems
Education
Benedictine University 2009 — 2012
Master of Business Administration (MBA), Investments and Securities, 4.0/4.0
South University 2005 — 2008
Bachelor of Science (B.S.)
Merrill Lynch October 2013 - Present
Credit Union 1 February 2012 - August 2013
Credit Union 1 January 2011 - February 2012
Skills
Banking, Business Analysis, Team Leadership, Financial Analysis, Portfolio Management, Mutual Funds, Municipal Bonds, Financial Modeling, Trading Systems
Education
Benedictine University 2009 — 2012
Master of Business Administration (MBA), Investments and Securities, 4.0/4.0
South University 2005 — 2008
Bachelor of Science (B.S.)
Andrew Topka's Merrill Lynch Experience 2005 - 2006
Job Founder & Managing Partner at The Blue Oak Group, LLC
Industry Financial Services
Experience
The Blue Oak Group, LLC 2006 - Present
Blue Barn Juice Co. 2014 - Present
Merrill Lynch 2005 - 2006
Stolat Partners, LP 2002 - 2005
Bloomberg LP 1999 - 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Bentley University 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
New Prague High School 1991 — 1995
The Blue Oak Group, LLC 2006 - Present
Blue Barn Juice Co. 2014 - Present
Merrill Lynch 2005 - 2006
Stolat Partners, LP 2002 - 2005
Bloomberg LP 1999 - 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Bentley University 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
New Prague High School 1991 — 1995
Phil Vrbecky Phil Vrbecky's Merrill Lynch Experience May 2003 - December 2003
Job Financial Analyst at GE
Industry Electrical/Electronic Manufacturing
Experience
GE June 2011 - Present
GE June 2008 - June 2011
Menards February 2007 - June 2008
Information Providers March 2006 - February 2007
Washington Mutual May 2005 - March 2006
Merrill Lynch May 2003 - December 2003
Skills
Microsoft Excel, Microsoft Word, Outlook, Financial Analysis, Financial Reporting, Management, Job Scheduling, Customer Service, Leadership, Pricing
Education
Benedictine University 2000 — 2004
Bachelor of Arts (BA), Business and Economics
GE June 2011 - Present
GE June 2008 - June 2011
Menards February 2007 - June 2008
Information Providers March 2006 - February 2007
Washington Mutual May 2005 - March 2006
Merrill Lynch May 2003 - December 2003
Skills
Microsoft Excel, Microsoft Word, Outlook, Financial Analysis, Financial Reporting, Management, Job Scheduling, Customer Service, Leadership, Pricing
Education
Benedictine University 2000 — 2004
Bachelor of Arts (BA), Business and Economics
Gulan (Jennifer) Gao Gulan (Jennifer) Gao's Merrill Lynch Experience June 2012 - December 2012
Job Advisory Intern at Merrill Lynch
Industry Financial Services
Experience
Bentley Academic Technology Center April 2012 - May 2013
Merrill Lynch June 2012 - December 2012
Bentley University September 2011 - December 2012
Waltham community September 2011 - December 2011
Bank of China January 2011 - June 2011
LNU-MSU College of Business September 2007 - January 2008
Skills
Bloomberg, Microsoft Office, Stata, Web Design, Due Diligence, Financial Analysis, Credit Analysis, Financial Advisory, Role Model, Financial Accounting, Analysis, Investments, Finance, Corporate Finance, Access, Microsoft Excel, Financial Modeling, Microsoft Word, Data Analysis, PowerPoint
Education
Bentley University 2011 — 2013
Master of Science (MS), Finance, General
Missouri State University 2006 — 2010
Bachelor of Science (BS), International Business, 3.7
Bentley Academic Technology Center April 2012 - May 2013
Merrill Lynch June 2012 - December 2012
Bentley University September 2011 - December 2012
Waltham community September 2011 - December 2011
Bank of China January 2011 - June 2011
LNU-MSU College of Business September 2007 - January 2008
Skills
Bloomberg, Microsoft Office, Stata, Web Design, Due Diligence, Financial Analysis, Credit Analysis, Financial Advisory, Role Model, Financial Accounting, Analysis, Investments, Finance, Corporate Finance, Access, Microsoft Excel, Financial Modeling, Microsoft Word, Data Analysis, PowerPoint
Education
Bentley University 2011 — 2013
Master of Science (MS), Finance, General
Missouri State University 2006 — 2010
Bachelor of Science (BS), International Business, 3.7
Alex Ravanis's Merrill Lynch Experience September 2013 - May 2014
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Frank's Steak House May 2013 - September 2014
Merrill Lynch September 2013 - May 2014
Morgan Stanley August 2012 - September 2013
Reading Youth Baseball April 2006 - August 2010
Reading Baseball Mini-Camp January 2004 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Data Analysis, Investments, Wealth Management..., Market Research, Equity Research, Portfolio Management, Performance Analysis, Client Service Oriented, Morningstar, Organizational..., Microsoft Word, Client Services
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Economics-Finance & Quantitative Perspectives
Morgan Stanley September 2014 - Present
Frank's Steak House May 2013 - September 2014
Merrill Lynch September 2013 - May 2014
Morgan Stanley August 2012 - September 2013
Reading Youth Baseball April 2006 - August 2010
Reading Baseball Mini-Camp January 2004 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Data Analysis, Investments, Wealth Management..., Market Research, Equity Research, Portfolio Management, Performance Analysis, Client Service Oriented, Morningstar, Organizational..., Microsoft Word, Client Services
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Economics-Finance & Quantitative Perspectives
Brittany Bullard Repetto's Merrill Lynch Experience January 2007 - January 2008
Job Experienced Finance Professional at
Industry Financial Services
Experience
- Vice President, Controller for Marketing and Business IntelligenceMerrill LynchJanuary 2008 - October 2009
Merrill Lynch January 2007 - January 2008
Merrill Lynch July 2005 - January 2007
EMC January 2005 - July 2005
EMC July 2003 - January 2005
EMC July 2002 - July 2003
Skills
Financial Analysis, Financial Reporting, Budget Process, Corporate Finance, Financial Variance..., Forecasting, Expense Allocation, Essbase, Microsoft Excel, Business Planning, Revenue Analysis, Consolidation
Education
Bentley University 1998 — 2002
Bachelor's degree, Finance, General
- Vice President, Controller for Marketing and Business IntelligenceMerrill LynchJanuary 2008 - October 2009
Merrill Lynch January 2007 - January 2008
Merrill Lynch July 2005 - January 2007
EMC January 2005 - July 2005
EMC July 2003 - January 2005
EMC July 2002 - July 2003
Skills
Financial Analysis, Financial Reporting, Budget Process, Corporate Finance, Financial Variance..., Forecasting, Expense Allocation, Essbase, Microsoft Excel, Business Planning, Revenue Analysis, Consolidation
Education
Bentley University 1998 — 2002
Bachelor's degree, Finance, General
Jeremy S. Ewers Jeremy S. Ewers's Merrill Lynch Experience 2010 - 2011
Job Marine Sales & Boat/Yacht Broker
Industry Maritime
Experience
Singleton Marine Group September 2014 - Present
Actor/Model @ East Coast Talent Agency 2013 - Present
DesertedRoad Studios October 2013 - September 2014
Desktop Elevator November 2012 - November 2013
Briot, USA November 2011 - September 2012
Merrill Lynch 2010 - 2011
Abbott 2006 - 2009
Marco Technologies 2000 - 2006
HMP - Horizon Medical Products 1996 - 1999
Skills
Sales Operations, Selling, Medical Devices, Product Management, Sales, New Business Development, Account Management, Sales Management, Marketing Strategy, Competitive Analysis, Cold Calling, Business Development, Strategic Partnerships, Hospitals, Product Marketing, Sales Presentations, Direct Sales, Cloud Computing, Microsoft Technologies, Business Intelligence, Change Management, Comprehensive Planning, Cross-functional Team..., Contract Negotiation, LASIK, Ophthalmology, Brand Development, Customer Service, Financial Risk, HIPAA, Key Account Development, Project Management, Networking, Risk Assessment, SharePoint, Windows Sharepoint..., Windows Azure, Windows Intune, Youth Development, Youth Ministry, Acting, Modeling, Office 365, Soccer, Coaching, Capital Equipment, Business Analysis, Organizational..., Youth Mentoring, Microsoft CRM
Education
Belmont University - Jack C. Massey Graduate School of Business
Bachelor of Administration, Management & Marketing
Singleton Marine Group September 2014 - Present
Actor/Model @ East Coast Talent Agency 2013 - Present
DesertedRoad Studios October 2013 - September 2014
Desktop Elevator November 2012 - November 2013
Briot, USA November 2011 - September 2012
Merrill Lynch 2010 - 2011
Abbott 2006 - 2009
Marco Technologies 2000 - 2006
HMP - Horizon Medical Products 1996 - 1999
Skills
Sales Operations, Selling, Medical Devices, Product Management, Sales, New Business Development, Account Management, Sales Management, Marketing Strategy, Competitive Analysis, Cold Calling, Business Development, Strategic Partnerships, Hospitals, Product Marketing, Sales Presentations, Direct Sales, Cloud Computing, Microsoft Technologies, Business Intelligence, Change Management, Comprehensive Planning, Cross-functional Team..., Contract Negotiation, LASIK, Ophthalmology, Brand Development, Customer Service, Financial Risk, HIPAA, Key Account Development, Project Management, Networking, Risk Assessment, SharePoint, Windows Sharepoint..., Windows Azure, Windows Intune, Youth Development, Youth Ministry, Acting, Modeling, Office 365, Soccer, Coaching, Capital Equipment, Business Analysis, Organizational..., Youth Mentoring, Microsoft CRM
Education
Belmont University - Jack C. Massey Graduate School of Business
Bachelor of Administration, Management & Marketing
Nancy Tinnel Emrick Nancy Tinnel Emrick's Merrill Lynch Experience June 1986 - May 1989
Job Marketing Operations Manager at Neuronix
Industry Medical Devices
Experience
Neuronix - New Hope for Alzheimer's Disease March 2015 - Present
BioScale, Inc. November 2014 - March 2015
Brian Herr for US Senate October 2014 - November 2014
New Alchemy Energy Partners July 2013 - June 2014
Journey to Freedom October 2012 - June 2014
Insurance Recovery Group March 2011 - June 2011
Merrill Lynch June 1986 - May 1989
Bristol-Myers Squibb May 1985 - September 1985
ImmunoGen, Inc. January 1983 - January 1984
Boston University School of Medicine January 1982 - January 1983
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Analysis, Corporate Finance, Fundraising, Budgets, Training, Forecasting, Nonprofits, Salesforce.com, Valuation, Research, Sales, Executive Management, Biotechnology, Investment Banking, Business Process..., Finance, Access, Due Diligence, Investments
Education
Bentley University 2009 — 2010
Advanced Graduate Certificate in Business, Business Administration and Management, General
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2009
Study Abroad program, Innovation Management
University of Virginia Darden School of Business 1984 — 1986
MBA, Management
Boston University 1978 — 1982
Liberal Arts: Bachelor of Arts, Biology
Neuronix - New Hope for Alzheimer's Disease March 2015 - Present
BioScale, Inc. November 2014 - March 2015
Brian Herr for US Senate October 2014 - November 2014
New Alchemy Energy Partners July 2013 - June 2014
Journey to Freedom October 2012 - June 2014
Insurance Recovery Group March 2011 - June 2011
Merrill Lynch June 1986 - May 1989
Bristol-Myers Squibb May 1985 - September 1985
ImmunoGen, Inc. January 1983 - January 1984
Boston University School of Medicine January 1982 - January 1983
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Analysis, Corporate Finance, Fundraising, Budgets, Training, Forecasting, Nonprofits, Salesforce.com, Valuation, Research, Sales, Executive Management, Biotechnology, Investment Banking, Business Process..., Finance, Access, Due Diligence, Investments
Education
Bentley University 2009 — 2010
Advanced Graduate Certificate in Business, Business Administration and Management, General
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2009
Study Abroad program, Innovation Management
University of Virginia Darden School of Business 1984 — 1986
MBA, Management
Boston University 1978 — 1982
Liberal Arts: Bachelor of Arts, Biology
Alison Bressaw Alison Bressaw's Merrill Lynch Experience June 2009 - September 2009
Job Asset Manager (Investment Analysis) at Boston Capital
Industry Banking
Experience
Boston Capital June 2015 - Present
State Street Bank March 2014 - June 2015
State Street Bank June 2012 - March 2014
State Street Bank February 2011 - June 2012
Investor Group Services (IGS) October 2010 - February 2011
Merrill Lynch June 2009 - September 2009
Rochdale Investment Management June 2007 - August 2007
Skills
Bloomberg, Outlook, Microsoft Excel, Valuation, PowerPoint, Microsoft Word, Crystal Ball, Morningstar, Peachtree, Financial Modeling, Financial Analysis, Fixed Income, Access, Data Analysis, Equities, Investments, Portfolio Management, Bloomberg Terminal, Financial Reporting, Equity Research, Finance, Private Equity, Quantitative Analytics, Thompson One, Market Research, Bonds, Mutual Funds, Accounting, Asset Managment, Microsoft Office, Account Reconciliation, Due Diligence, Financial Accounting, Accounts Payable, Financial Statement..., Financial Risk, Analysis, Corporate Finance
Education
Bentley University 2007 — 2010
Bachelor of Science (B.S.), Corporate Finance & Accounting
Fudan University 2009 — 2009
Chinese Language & Culture
Boston Capital June 2015 - Present
State Street Bank March 2014 - June 2015
State Street Bank June 2012 - March 2014
State Street Bank February 2011 - June 2012
Investor Group Services (IGS) October 2010 - February 2011
Merrill Lynch June 2009 - September 2009
Rochdale Investment Management June 2007 - August 2007
Skills
Bloomberg, Outlook, Microsoft Excel, Valuation, PowerPoint, Microsoft Word, Crystal Ball, Morningstar, Peachtree, Financial Modeling, Financial Analysis, Fixed Income, Access, Data Analysis, Equities, Investments, Portfolio Management, Bloomberg Terminal, Financial Reporting, Equity Research, Finance, Private Equity, Quantitative Analytics, Thompson One, Market Research, Bonds, Mutual Funds, Accounting, Asset Managment, Microsoft Office, Account Reconciliation, Due Diligence, Financial Accounting, Accounts Payable, Financial Statement..., Financial Risk, Analysis, Corporate Finance
Education
Bentley University 2007 — 2010
Bachelor of Science (B.S.), Corporate Finance & Accounting
Fudan University 2009 — 2009
Chinese Language & Culture
David Henn David Henn's Merrill Lynch Experience May 2009 - August 2009
Job Senior Consultant at EMC
Industry Information Technology and Services
Experience
EMC Global Professional Services (Financial Services) July 2014 - Present
EMC Global Professional Services (Financial Services) April 2012 - June 2014
EMC Consulting (Financial Services) June 2011 - May 2012
Commonwealth Financial Network January 2010 - June 2011
Sodexo May 2008 - May 2011
Merrill Lynch May 2009 - August 2009
ASAP Sales Corporation May 2008 - August 2008
Skills
Microsoft Office, Financial Analysis, CRM, Equity Research, Hedging, Index Options, Bloomberg, PowerPoint, Analysis, Marketing Strategy, Investments, Finance, Equities, Business Analysis, Program Management, Microsoft Excel, Management, Perseverance, Consulting, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Finance, Accounting
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance and Accounting
University College Dublin 2008 — 2008
EMC Global Professional Services (Financial Services) July 2014 - Present
EMC Global Professional Services (Financial Services) April 2012 - June 2014
EMC Consulting (Financial Services) June 2011 - May 2012
Commonwealth Financial Network January 2010 - June 2011
Sodexo May 2008 - May 2011
Merrill Lynch May 2009 - August 2009
ASAP Sales Corporation May 2008 - August 2008
Skills
Microsoft Office, Financial Analysis, CRM, Equity Research, Hedging, Index Options, Bloomberg, PowerPoint, Analysis, Marketing Strategy, Investments, Finance, Equities, Business Analysis, Program Management, Microsoft Excel, Management, Perseverance, Consulting, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Finance, Accounting
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance and Accounting
University College Dublin 2008 — 2008
Daniel Moynihan Daniel Moynihan's Merrill Lynch Experience September 2012 - December 2012
Job Business Leadership Program Specialist at Acuity Brands
Industry Construction
Experience
Acuity Brands June 2015 - Present
Boston Light Source Inc. May 2014 - May 2015
Graduate Assistant September 2013 - May 2014
Merrill Lynch September 2012 - December 2012
Skills
Microsoft Office, Microsoft Word, Life Coaching, Lifestyle, People-oriented, PowerPoint, Public Speaking, Research, Data Analysis, Management, Finance, Social Networking, Facebook
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
College of the Holy Cross 2009 — 2013
Bachelor's degree, Political Science and Government/ Asian Studies
lowell high school
Acuity Brands June 2015 - Present
Boston Light Source Inc. May 2014 - May 2015
Graduate Assistant September 2013 - May 2014
Merrill Lynch September 2012 - December 2012
Skills
Microsoft Office, Microsoft Word, Life Coaching, Lifestyle, People-oriented, PowerPoint, Public Speaking, Research, Data Analysis, Management, Finance, Social Networking, Facebook
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
College of the Holy Cross 2009 — 2013
Bachelor's degree, Political Science and Government/ Asian Studies
lowell high school
Stefan Stoychev's Merrill Lynch Experience August 2014 - December 2014
Job Associate at Boston Harbor Angels
Industry Financial Services
Experience
Boston Harbor Angels January 2015 - Present
Merrill Lynch August 2014 - December 2014
Boston Harbor Angels August 2013 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Strategic Planning, Budgets, Team Building, Project Management, FX trading, International Business, Alternative Investments, Equity Research, Fixed Income Analysis, Due Diligence, Options Strategies, Real Options Analysis, Options trading, Social Media, Investor Relations, Financial Modeling, Equity Valuation, Finance, Forecasting, Portfolio Management, Options, Analysis, Start-ups
Education
Bentley University 2012 — 2014
Master of Science, Finance
University of National and World Economy 2000 — 2004
Bachelor's degree, Marketing and Management
Boston Harbor Angels January 2015 - Present
Merrill Lynch August 2014 - December 2014
Boston Harbor Angels August 2013 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Strategic Planning, Budgets, Team Building, Project Management, FX trading, International Business, Alternative Investments, Equity Research, Fixed Income Analysis, Due Diligence, Options Strategies, Real Options Analysis, Options trading, Social Media, Investor Relations, Financial Modeling, Equity Valuation, Finance, Forecasting, Portfolio Management, Options, Analysis, Start-ups
Education
Bentley University 2012 — 2014
Master of Science, Finance
University of National and World Economy 2000 — 2004
Bachelor's degree, Marketing and Management
Zachary Raicik's Merrill Lynch Experience September 2012 - December 2012
Job Senior Actuarial Assistant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
Travelers May 2013 - December 2014
Merrill Lynch September 2012 - December 2012
Skills
Finance, Bloomberg, SAS, Access, SPSS, Leadership, Financial Analysis, Economics, Data Analysis, VBA, Pricing, Business Analysis, Competitive Analysis, Research, Market Research, profitability analytics, Crystal Ball, Actuarial Science, Underwriting, Risk Management, Insurance, Presentations, Data Visualization, Microsoft SQL Server, Options Pricing, Microsoft Excel, Microsoft Office, Analysis, PowerPoint, Microsoft Word, Analytics
Education
Bentley University 2009 — 2013
Bachelor's Degree, Finance, Actuarial Sciences, Cum Laude
Glastonbury High School 2005 — 2009
High School Diploma
John Hancock Financial Services January 2015 - Present
Travelers May 2013 - December 2014
Merrill Lynch September 2012 - December 2012
Skills
Finance, Bloomberg, SAS, Access, SPSS, Leadership, Financial Analysis, Economics, Data Analysis, VBA, Pricing, Business Analysis, Competitive Analysis, Research, Market Research, profitability analytics, Crystal Ball, Actuarial Science, Underwriting, Risk Management, Insurance, Presentations, Data Visualization, Microsoft SQL Server, Options Pricing, Microsoft Excel, Microsoft Office, Analysis, PowerPoint, Microsoft Word, Analytics
Education
Bentley University 2009 — 2013
Bachelor's Degree, Finance, Actuarial Sciences, Cum Laude
Glastonbury High School 2005 — 2009
High School Diploma
Jim Myczek Jim Myczek's Merrill Lynch Experience July 2011 - December 2012
Job Business Strategy | Change Management | Corporate Development | Relationship Management | Operations Management
Industry Management Consulting
Experience
PNC Finacial Services May 2013 - Present
Innovate Business Services Group May 2009 - Present
Merrill Lynch July 2011 - December 2012
Edward Jones May 2010 - July 2011
IBM November 2000 - May 2009
Smurfit-Stone Container January 1994 - October 2000
Republic Services (Formerly Browning-Ferris Industries) May 1985 - January 1994
Skills
Strategy, Process Improvement, Management, Leadership, Team Building, Start-ups, Human Resources, Program Management, Business Strategy, Strategic Planning, Change Management, Customer Satisfaction, Marketing Strategy, Sales, Large Scale..., Culture Change, Business Transformation, Business Process..., Relationship Management, Client Retention..., Operations Management, Marketing Management, International..., Outsourcing, P&L Management, Project Management, New Business Development, Management Consulting
Education
Benedictine University 1998 — 2001
MS-MIS (Management Information Systems)
Benedictine University 1985 — 1987
MBA, Operations and HR Management
Benedictine University 1980 — 1985
BS, Biology
PNC Finacial Services May 2013 - Present
Innovate Business Services Group May 2009 - Present
Merrill Lynch July 2011 - December 2012
Edward Jones May 2010 - July 2011
IBM November 2000 - May 2009
Smurfit-Stone Container January 1994 - October 2000
Republic Services (Formerly Browning-Ferris Industries) May 1985 - January 1994
Skills
Strategy, Process Improvement, Management, Leadership, Team Building, Start-ups, Human Resources, Program Management, Business Strategy, Strategic Planning, Change Management, Customer Satisfaction, Marketing Strategy, Sales, Large Scale..., Culture Change, Business Transformation, Business Process..., Relationship Management, Client Retention..., Operations Management, Marketing Management, International..., Outsourcing, P&L Management, Project Management, New Business Development, Management Consulting
Education
Benedictine University 1998 — 2001
MS-MIS (Management Information Systems)
Benedictine University 1985 — 1987
MBA, Operations and HR Management
Benedictine University 1980 — 1985
BS, Biology
Andrew Neuber Andrew Neuber's Merrill Lynch Experience April 2012 - August 2012
Job Graduate Student at Bentley University
Industry Accounting
Experience
McGladrey December 2014 - April 2015
Boston Earned Income Tax Credit January 2014 - April 2014
Merrill Lynch April 2012 - August 2012
Sopher Investments February 2012 - April 2012
Nowak & Nowak October 2011 - December 2011
Under Armour October 2011 - December 2011
Grimes & Co May 2011 - July 2011
P.E.P. Enterprises April 2010 - August 2010
Greater Boston Food Bank April 2010 - July 2010
Skills
ProSystem fx Tax, Sales Force, Bloomberg, Morningstar, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master’s Degree, Taxation and Personal Financial Planning Certificate
Bentley University 2012 — 2015
Bachelor of Science, Corporate Finance and Accounting
WU (Vienna University of Economics and Business) 2013 — 2013
Accounting and Finance
Saint Michael's College
Bachelor of Science, Business and Accounting
McGladrey December 2014 - April 2015
Boston Earned Income Tax Credit January 2014 - April 2014
Merrill Lynch April 2012 - August 2012
Sopher Investments February 2012 - April 2012
Nowak & Nowak October 2011 - December 2011
Under Armour October 2011 - December 2011
Grimes & Co May 2011 - July 2011
P.E.P. Enterprises April 2010 - August 2010
Greater Boston Food Bank April 2010 - July 2010
Skills
ProSystem fx Tax, Sales Force, Bloomberg, Morningstar, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master’s Degree, Taxation and Personal Financial Planning Certificate
Bentley University 2012 — 2015
Bachelor of Science, Corporate Finance and Accounting
WU (Vienna University of Economics and Business) 2013 — 2013
Accounting and Finance
Saint Michael's College
Bachelor of Science, Business and Accounting
Jennifer Cincotta's Merrill Lynch Experience March 2010 - September 2010
Job Sales Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - March 2015
BNY Mellon October 2011 - March 2014
UBS September 2010 - March 2011
Ropes & Gray LLP June 2010 - September 2010
Merrill Lynch March 2010 - September 2010
Skills
Portfolio Management, Wealth Management, Investments, Hedge Funds, Mutual Funds, Corporate Finance, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance & Accounting
BNY Mellon March 2014 - March 2015
BNY Mellon October 2011 - March 2014
UBS September 2010 - March 2011
Ropes & Gray LLP June 2010 - September 2010
Merrill Lynch March 2010 - September 2010
Skills
Portfolio Management, Wealth Management, Investments, Hedge Funds, Mutual Funds, Corporate Finance, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance & Accounting
Patrick McAuliffe, MSFP, CRPC®'s Merrill Lynch Experience October 2003 - Present
Job Vice President, Investment Associate Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2003 - Present
NVNA and Hospice November 2013 - May 2015
Skills
Corporate Finance, Investment Management, Wealth Management, 401k, Retirement Planning, Wealth Preservation..., Wealth Accumulation..., Qualified Retirement..., Financial Analysis, Finance, Series 7, Investments, Financial Advisory, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
M.S., Financial Planning
Bentley University 2000 — 2004
B.S., Finance
Merrill Lynch October 2003 - Present
NVNA and Hospice November 2013 - May 2015
Skills
Corporate Finance, Investment Management, Wealth Management, 401k, Retirement Planning, Wealth Preservation..., Wealth Accumulation..., Qualified Retirement..., Financial Analysis, Finance, Series 7, Investments, Financial Advisory, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
M.S., Financial Planning
Bentley University 2000 — 2004
B.S., Finance
James Pinzker James Pinzker's Merrill Lynch Experience July 1994 - December 1998
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2012 - Present
UBS April 2006 - May 2012
Smith Barney December 1998 - April 2006
Merrill Lynch July 1994 - December 1998
Skills
Investments, Wealth Management..., Securities, Asset Allocation, Investment Strategies, Risk Management..., Retirement-Plan...
Education
Benedictine University 1992 — 1994
MBA, Finance, Organizational Development
Elmhurst College 1988 — 1992
B.S., Marketing, Finance
Driscoll Catholic High School
Oppenheimer & Co. Inc. April 2012 - Present
UBS April 2006 - May 2012
Smith Barney December 1998 - April 2006
Merrill Lynch July 1994 - December 1998
Skills
Investments, Wealth Management..., Securities, Asset Allocation, Investment Strategies, Risk Management..., Retirement-Plan...
Education
Benedictine University 1992 — 1994
MBA, Finance, Organizational Development
Elmhurst College 1988 — 1992
B.S., Marketing, Finance
Driscoll Catholic High School
Harris Sufian Harris Sufian's Merrill Lynch Experience 1985 - 1986
Job Managing Member at First New York Securities
Industry Financial Services
Experience
First New York Securities 2002 - Present
Hoenig & Co., Inc. 1998 - 2002
Banque Indosuez 1996 - 1998
BPP Associates Ltd. 1994 - 1996
Tiger Management Corp. 1992 - 1994
JP Morgan & Co., Incorporated 1986 - 1992
J.P Morgan Securities 1986 - 1992
Merrill Lynch 1985 - 1986
Skills
Equities, Securities, Hedge Funds, Series 7, Alternative Investments, Mergers & Acquisitions, Capital Markets, FINRA, Derivatives, Due Diligence, Fixed Income, Trading, Asset Management, Investment Management, Portfolio Management, Investments, Risk Management, Trading Systems, Financial Services, Options, Private Equity, Commodity, Electronic Trading, Equity Trading
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1976 — 1979
JD
City University of New York-Brooklyn College 1971 — 1975
BA
Lincoln HS 1969 — 1971
First New York Securities 2002 - Present
Hoenig & Co., Inc. 1998 - 2002
Banque Indosuez 1996 - 1998
BPP Associates Ltd. 1994 - 1996
Tiger Management Corp. 1992 - 1994
JP Morgan & Co., Incorporated 1986 - 1992
J.P Morgan Securities 1986 - 1992
Merrill Lynch 1985 - 1986
Skills
Equities, Securities, Hedge Funds, Series 7, Alternative Investments, Mergers & Acquisitions, Capital Markets, FINRA, Derivatives, Due Diligence, Fixed Income, Trading, Asset Management, Investment Management, Portfolio Management, Investments, Risk Management, Trading Systems, Financial Services, Options, Private Equity, Commodity, Electronic Trading, Equity Trading
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1976 — 1979
JD
City University of New York-Brooklyn College 1971 — 1975
BA
Lincoln HS 1969 — 1971
Dan Porcher Dan Porcher's Merrill Lynch Experience 1989 - 2000
Job Front End Developer at Educational Testing Service
Industry Internet
Experience
Educational Testing Service July 2015 - Present
Watershed Web Design July 2000 - Present
Bank of America Merrill Lynch March 2013 - June 2015
www.orioninc.com March 2012 - March 2013
doughmain.com June 2011 - March 2012
Team Nimbus NJ February 2005 - July 2008
Merrill Lynch 1989 - 2000
Prudential Bache 1988 - 1989
Drexel Burnham Lambert 1984 - 1988
Skills
PHP5, jQuery, Advanced CSS, AJAX, JavaScript, MS SQL Server, MS..., MySQL, MS SQL Server, MS Access, Photoshop, Subversion, Git, Eclipse, Drupal, Joomla, Wordpress, ZenCart, CodeIgniter, Kohana, Google Analytics, PHP, Web Development, CSS, SEO, Integration, WordPress, E-commerce, Microsoft SQL Server, User Experience, Databases
Education
Bennington College 1976 — 1980
BA
Riverdale Country School 1970 — 1976
HIgh School
Educational Testing Service July 2015 - Present
Watershed Web Design July 2000 - Present
Bank of America Merrill Lynch March 2013 - June 2015
www.orioninc.com March 2012 - March 2013
doughmain.com June 2011 - March 2012
Team Nimbus NJ February 2005 - July 2008
Merrill Lynch 1989 - 2000
Prudential Bache 1988 - 1989
Drexel Burnham Lambert 1984 - 1988
Skills
PHP5, jQuery, Advanced CSS, AJAX, JavaScript, MS SQL Server, MS..., MySQL, MS SQL Server, MS Access, Photoshop, Subversion, Git, Eclipse, Drupal, Joomla, Wordpress, ZenCart, CodeIgniter, Kohana, Google Analytics, PHP, Web Development, CSS, SEO, Integration, WordPress, E-commerce, Microsoft SQL Server, User Experience, Databases
Education
Bennington College 1976 — 1980
BA
Riverdale Country School 1970 — 1976
HIgh School
Roland Jean Roland Jean's Merrill Lynch Experience August 1998 - November 2002
Job Experienced Sourcing Professional
Industry Financial Services
Experience
Kingsview Realty August 2012 - Present
RYJ Management, Inc. June 2007 - Present
New York Life Insurance Company July 2013 - January 2014
CA Technologies June 2012 - May 2013
CREDIT SUISSE SECURITIES LLC April 2010 - June 2012
JPMorgan Chase June 2003 - August 2009
last mile connections 2003 - 2003
Merrill Lynch August 1998 - November 2002
MERRILL LYNCH & CO January 1998 - January 2002
Smith Barney May 1996 - July 1998
Skills
Mergers, Vendor Management, Management, Mergers & Acquisitions, Negotiation, Project Management, Contract Negotiation, Procurement, Strategy
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
LaSalle Academy
High School Diploma, Academic
Long Island University
Bachelor of Arts (B.A.), Political Science and Government, 3.64
NEW YORK UNIVERSITY
Kingsview Realty August 2012 - Present
RYJ Management, Inc. June 2007 - Present
New York Life Insurance Company July 2013 - January 2014
CA Technologies June 2012 - May 2013
CREDIT SUISSE SECURITIES LLC April 2010 - June 2012
JPMorgan Chase June 2003 - August 2009
last mile connections 2003 - 2003
Merrill Lynch August 1998 - November 2002
MERRILL LYNCH & CO January 1998 - January 2002
Smith Barney May 1996 - July 1998
Skills
Mergers, Vendor Management, Management, Mergers & Acquisitions, Negotiation, Project Management, Contract Negotiation, Procurement, Strategy
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
LaSalle Academy
High School Diploma, Academic
Long Island University
Bachelor of Arts (B.A.), Political Science and Government, 3.64
NEW YORK UNIVERSITY
Steven Lechter Steven Lechter's Merrill Lynch Experience August 2009 - September 2009
Job J.D. Candidate at Benjamin N. Cardozo School of Law
Industry Law Practice
Experience
Kings County District Attorneys Office June 2014 - August 2014
The Honorable Martin E. Ritholtz, Supreme Court, Queens County November 2012 - January 2013
SL Consultants September 2011 - December 2011
Merrill Lynch August 2009 - September 2009
Skills
Writing, Microsoft Office, Basic Photoshop, New Business Development, Promotion Planning, Internet, Blogging, Social Media, Data Analysis, Research, Spanish, Microsoft Excel, PowerPoint, Leadership, Management, Strategic Planning, Public Speaking, Fundraising, Legal Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2016
J.D., Law
Northwestern University 2007 — 2011
B.A., History, Psychology
Pine Crest 2004 — 2007
High School Diploma
Kings County District Attorneys Office June 2014 - August 2014
The Honorable Martin E. Ritholtz, Supreme Court, Queens County November 2012 - January 2013
SL Consultants September 2011 - December 2011
Merrill Lynch August 2009 - September 2009
Skills
Writing, Microsoft Office, Basic Photoshop, New Business Development, Promotion Planning, Internet, Blogging, Social Media, Data Analysis, Research, Spanish, Microsoft Excel, PowerPoint, Leadership, Management, Strategic Planning, Public Speaking, Fundraising, Legal Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2016
J.D., Law
Northwestern University 2007 — 2011
B.A., History, Psychology
Pine Crest 2004 — 2007
High School Diploma
Douglas Green Douglas Green's Merrill Lynch Experience October 1997 - February 2009
Job Corporate Development/Attorney at RampRate Sourcing Advisors
Industry Information Technology and Services
Experience
RampRate Sourcing Advisors May 2012 - June 2015
MetLife Life Insurance Company May 2010 - January 2012
AXIOM July 2009 - May 2010
Merrill Lynch October 1997 - February 2009
Holland & Knight LLP May 1996 - October 1997
Skills
Data Privacy, Open Source Software, Encryption, Outsourcing, Licensing, Privacy Law, Mergers, Web Hosting, Intellectual Property, Start-ups, Corporate Law, Mergers & Acquisitions, Financial Services, Securities, Risk Management, Capital Markets, Equities, Management, Joint Ventures, Negotiation, Enterprise Software, Hedge Funds, Financial Regulation, Due Diligence, Business Development, Corporate Governance, Business Strategy, Finance, E-commerce
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
JD, Law
The George Washington University 1981 — 1983
MA, National Security Studies
The George Washington University 1977 — 1981
BA, International Affairs
RampRate Sourcing Advisors May 2012 - June 2015
MetLife Life Insurance Company May 2010 - January 2012
AXIOM July 2009 - May 2010
Merrill Lynch October 1997 - February 2009
Holland & Knight LLP May 1996 - October 1997
Skills
Data Privacy, Open Source Software, Encryption, Outsourcing, Licensing, Privacy Law, Mergers, Web Hosting, Intellectual Property, Start-ups, Corporate Law, Mergers & Acquisitions, Financial Services, Securities, Risk Management, Capital Markets, Equities, Management, Joint Ventures, Negotiation, Enterprise Software, Hedge Funds, Financial Regulation, Due Diligence, Business Development, Corporate Governance, Business Strategy, Finance, E-commerce
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
JD, Law
The George Washington University 1981 — 1983
MA, National Security Studies
The George Washington University 1977 — 1981
BA, International Affairs
Alessandro Grandjacquet Alessandro Grandjacquet's Merrill Lynch Experience January 2012 - May 2012
Job Specialty Leasing Field Director at Pyramid Management Group
Industry Real Estate
Experience
Pyramid Management Group September 2014 - Present
Pyramid Management Group June 2013 - September 2014
Merrill Lynch January 2012 - May 2012
Skills
Social Networking, Marketing, Sales Operations, Management, Shopping Centers, Lease Negotiations, Real Estate, Property Management, Advertising, Leadership, Market Research, Microsoft Word, Microsoft Excel, Public Speaking, Sales, Social Media Marketing, Teamwork
Education
Siena College 2009 — 2013
Bachelor's degree, Marketing
Bentley University 2008 — 2009
Pyramid Management Group September 2014 - Present
Pyramid Management Group June 2013 - September 2014
Merrill Lynch January 2012 - May 2012
Skills
Social Networking, Marketing, Sales Operations, Management, Shopping Centers, Lease Negotiations, Real Estate, Property Management, Advertising, Leadership, Market Research, Microsoft Word, Microsoft Excel, Public Speaking, Sales, Social Media Marketing, Teamwork
Education
Siena College 2009 — 2013
Bachelor's degree, Marketing
Bentley University 2008 — 2009
Howard Jean-Denis, MBA Howard Jean-Denis, MBA's Merrill Lynch Experience June 2013 - June 2015
Job PhD Student in Strategy/Entrepreneurship at the University of Connecticut School of Business
Industry Management Consulting
Experience
University of Connecticut June 2015 - Present
University of Connecticut August 2014 - Present
GREEN COMPETITIVE ADVANTAGE 2010 - Present
Merrill Lynch June 2013 - June 2015
Statoil Marketing and Trading January 2011 - September 2011
Noble Group 2008 - 2010
Bentley University 2006 - 2008
Bank of America January 2006 - December 2007
U.S. Army July 1998 - July 2002
Skills
Risk Analysis, International Economics, Teaching Experience, Analysis, Trading, Credit, Public Speaking, Entrepreneurship, Strategic Planning, Research, Teaching
Education
ヤマザキ学園大学 2007 — 2008
Masters, Business Administration; Global Business and Markets
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MBA, Global Business and Markets
Bentley University 2006 — 2008
Masters in Business Administration, International Business
Bentley University 2002 — 2004
BS, Economics and Finance
University of Connecticut June 2015 - Present
University of Connecticut August 2014 - Present
GREEN COMPETITIVE ADVANTAGE 2010 - Present
Merrill Lynch June 2013 - June 2015
Statoil Marketing and Trading January 2011 - September 2011
Noble Group 2008 - 2010
Bentley University 2006 - 2008
Bank of America January 2006 - December 2007
U.S. Army July 1998 - July 2002
Skills
Risk Analysis, International Economics, Teaching Experience, Analysis, Trading, Credit, Public Speaking, Entrepreneurship, Strategic Planning, Research, Teaching
Education
ヤマザキ学園大学 2007 — 2008
Masters, Business Administration; Global Business and Markets
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MBA, Global Business and Markets
Bentley University 2006 — 2008
Masters in Business Administration, International Business
Bentley University 2002 — 2004
BS, Economics and Finance
Alicia Sokolowski Alicia Sokolowski's Merrill Lynch Experience August 2006 - August 2007
Job SVP Senior Compliance Officer Compliance Infrastructure, Citi
Industry Financial Services
Experience
Citi January 2013 - Present
MasterCard April 2010 - December 2012
Credit Suisse September 2007 - March 2010
Merrill Lynch August 2006 - August 2007
Skills
Credit Cards, AML, Banking, Risk Management, KYC, Payments, Project Management, Cross-functional Team..., Finance, Business Analysis, Risk Assessment, Training Delivery, Economic Sanctions, Export Controls, Internal Audit, External Audit, Customer Oriented, OFAC, Investment Banking, Private Banking, USA PATRIOT Act, CID, FinCEN, International Standards, Case Managment, Compliance, Financial Crime, Cross-border..., Mobile Technology, Mobile Payments, Payment Systems, Payment Card Processing, Payment Gateways, Payment Industry, Payment Cards, Electronic Payments, Wallets, Regulatory Requirements, Financial Regulation, SAR, Terrorist Financing, FATF, Certified Anti-Money..., Anti-fraud, Anti Money Laundering, FIU, Suspicious Activity..., Internal Investigations, Emerging Trends, Risk Based Testing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, Law
West Virginia University 1997 — 2003
B.A, Philosophy
West Virginia University 1997 — 2002
B.S, Computer Engineering
Citi January 2013 - Present
MasterCard April 2010 - December 2012
Credit Suisse September 2007 - March 2010
Merrill Lynch August 2006 - August 2007
Skills
Credit Cards, AML, Banking, Risk Management, KYC, Payments, Project Management, Cross-functional Team..., Finance, Business Analysis, Risk Assessment, Training Delivery, Economic Sanctions, Export Controls, Internal Audit, External Audit, Customer Oriented, OFAC, Investment Banking, Private Banking, USA PATRIOT Act, CID, FinCEN, International Standards, Case Managment, Compliance, Financial Crime, Cross-border..., Mobile Technology, Mobile Payments, Payment Systems, Payment Card Processing, Payment Gateways, Payment Industry, Payment Cards, Electronic Payments, Wallets, Regulatory Requirements, Financial Regulation, SAR, Terrorist Financing, FATF, Certified Anti-Money..., Anti-fraud, Anti Money Laundering, FIU, Suspicious Activity..., Internal Investigations, Emerging Trends, Risk Based Testing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
JD, Law
West Virginia University 1997 — 2003
B.A, Philosophy
West Virginia University 1997 — 2002
B.S, Computer Engineering
Thomas Colgan Thomas Colgan's Merrill Lynch Experience June 2006 - December 2009
Job EVP at F & M Savings Bank
Industry Banking
Experience
F&M Savings Bank July 2012 - Present
First Community Financial Partners April 2010 - June 2012
Merrill Lynch June 2006 - December 2009
Education
Benedictine University 1979 — 1983
Benet Academy 1975 — 1979
St. Michael Catholic School
F&M Savings Bank July 2012 - Present
First Community Financial Partners April 2010 - June 2012
Merrill Lynch June 2006 - December 2009
Education
Benedictine University 1979 — 1983
Benet Academy 1975 — 1979
St. Michael Catholic School
Thao Uong's Merrill Lynch Experience January 2012 - May 2012
Job Digital Assistant Buyer Casual Sportswear at Macy's
Industry Retail
Experience
Macy's November 2014 - Present
Macys.com May 2014 - November 2014
Macys.com March 2013 - April 2014
Macys.com January 2013 - March 2013
Nordstrom September 2012 - January 2013
Merrill Lynch January 2012 - May 2012
commando llc September 2011 - May 2012
Language Learning Resource Center September 2009 - May 2012
EF Education First May 2011 - August 2011
CVS Health May 2009 - August 2009
Skills
Adobe Creative Suite, Conversational French, Conversational..., Microsoft Office, Research, Social Media, Photography, Financial Analysis, Merchandising, Advertising, Sales, Marketing, Social Networking, Retail, Microsoft Excel, PowerPoint, E-commerce
Education
Saint Michael's College 2009 — 2012
Bachelor of Science, Business Administration, Summa Cum Laude
Grenoble Ecole de Management - Grenoble Graduate School of Business 2011 — 2011
Certificate, International Business Studies
Bentley University 2008 — 2009
Macy's November 2014 - Present
Macys.com May 2014 - November 2014
Macys.com March 2013 - April 2014
Macys.com January 2013 - March 2013
Nordstrom September 2012 - January 2013
Merrill Lynch January 2012 - May 2012
commando llc September 2011 - May 2012
Language Learning Resource Center September 2009 - May 2012
EF Education First May 2011 - August 2011
CVS Health May 2009 - August 2009
Skills
Adobe Creative Suite, Conversational French, Conversational..., Microsoft Office, Research, Social Media, Photography, Financial Analysis, Merchandising, Advertising, Sales, Marketing, Social Networking, Retail, Microsoft Excel, PowerPoint, E-commerce
Education
Saint Michael's College 2009 — 2012
Bachelor of Science, Business Administration, Summa Cum Laude
Grenoble Ecole de Management - Grenoble Graduate School of Business 2011 — 2011
Certificate, International Business Studies
Bentley University 2008 — 2009
Alfred R. Drouin, MBA, CLTC Alfred R. Drouin, MBA, CLTC's Merrill Lynch Experience 2005 - 2011
Job Financial Advisor at The GW Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2011 - Present
Merrill Lynch 2005 - 2011
Skills
Ethical Character, Attention to Detail, Client Management, Small Business Planning, Relationship, Insurance Broker/Agent, Strategic Partnerships, Customer Service, Business Planning, Protection Planning, Diligence, Education Planning, Client Relationships, Responsiveness
Education
Pace University 1984 — 1987
MBA, Financial Management
Bentley University 1974 — 1978
BS, Accounting
Ameriprise Financial Services, Inc. February 2011 - Present
Merrill Lynch 2005 - 2011
Skills
Ethical Character, Attention to Detail, Client Management, Small Business Planning, Relationship, Insurance Broker/Agent, Strategic Partnerships, Customer Service, Business Planning, Protection Planning, Diligence, Education Planning, Client Relationships, Responsiveness
Education
Pace University 1984 — 1987
MBA, Financial Management
Bentley University 1974 — 1978
BS, Accounting
Wally Lynn Wally Lynn's Merrill Lynch Experience January 2004 - January 2006
Job Owner/President Transition Properties
Industry Real Estate
Experience
Transition Properties January 2010 - Present
JPMorgan Chase January 2009 - December 2009
Federated Investors February 2007 - January 2008
Merrill Lynch January 2004 - January 2006
VanKampen Funds August 1982 - December 1999
Education
Benedictine University 1966 — 1971
BA, Poli.Sci. Philosophy
Transition Properties January 2010 - Present
JPMorgan Chase January 2009 - December 2009
Federated Investors February 2007 - January 2008
Merrill Lynch January 2004 - January 2006
VanKampen Funds August 1982 - December 1999
Education
Benedictine University 1966 — 1971
BA, Poli.Sci. Philosophy
Allison Bert, MBA's Merrill Lynch Experience June 2006 - August 2006
Job Business and Investment Analyst
Industry Investment Management
Experience
Hartford Investment Management August 2011 - Present
The Hartford August 2008 - July 2011
New England Financial June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Portfolio Management, Financial Modeling, Investments, Financial Analysis, Bloomberg, Fixed Income, Leadership, Innovation, Relationship Building, Research, Valuation, Creative Direction, Business Acumen, Strategy, Consultancy, Project Management, Economics, Business Development, Real Estate, Idea Generation, Asset Managment, Risk Management, Problem Solving, Strategic Planning, Entrepreneurship, Finance, Equity Research, Bloomberg Terminal, Equities, Asset Management
Education
Bentley University 2010 — 2013
Master of Business Administration, Management, 3.81
Bentley University 2004 — 2008
Bachelor of Science, Economics and Finance, 3.76
Hartford Investment Management August 2011 - Present
The Hartford August 2008 - July 2011
New England Financial June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Portfolio Management, Financial Modeling, Investments, Financial Analysis, Bloomberg, Fixed Income, Leadership, Innovation, Relationship Building, Research, Valuation, Creative Direction, Business Acumen, Strategy, Consultancy, Project Management, Economics, Business Development, Real Estate, Idea Generation, Asset Managment, Risk Management, Problem Solving, Strategic Planning, Entrepreneurship, Finance, Equity Research, Bloomberg Terminal, Equities, Asset Management
Education
Bentley University 2010 — 2013
Master of Business Administration, Management, 3.81
Bentley University 2004 — 2008
Bachelor of Science, Economics and Finance, 3.76
Lisa Levine Lisa Levine's Merrill Lynch Experience May 1996 - July 2000
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2011 - Present
BNY Mellon June 2008 - May 2011
Bank of America (U.S. Trust) February 2005 - May 2008
Morgan Stanley Dean Witter August 2000 - December 2004
Merrill Lynch May 1996 - July 2000
Skills
Wealth Management, Hedge Funds, Securities, Alternative Investments, Wealth Management...
Education
New York University School of Law 1998 — 2001
LL.M., Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
J.D., Law
Rutgers University-New Brunswick 1988 — 1992
B.A., Philosophy
Goldman Sachs May 2011 - Present
BNY Mellon June 2008 - May 2011
Bank of America (U.S. Trust) February 2005 - May 2008
Morgan Stanley Dean Witter August 2000 - December 2004
Merrill Lynch May 1996 - July 2000
Skills
Wealth Management, Hedge Funds, Securities, Alternative Investments, Wealth Management...
Education
New York University School of Law 1998 — 2001
LL.M., Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
J.D., Law
Rutgers University-New Brunswick 1988 — 1992
B.A., Philosophy
Rob LeVangie's Merrill Lynch Experience September 2014 - Present
Job Senior Manager, Mobile / Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch September 2014 - Present
Staples / Velocity Lab March 2012 - September 2014
Citigroup June 2010 - March 2012
Omgeo September 2007 - June 2010
Omgeo September 2006 - November 2007
Omgeo September 2005 - September 2006
Omgeo January 2004 - September 2005
Omgeo September 2000 - December 2003
State Street Bank February 1999 - September 2000
State Street Bank February 1998 - February 1999
Skills
Integration, SDLC, Mobile Devices, Pre-sales, Strategy, E-commerce, Strategic Partnerships, Mobile Technology, Mobile Applications, SWIFT payments, Customer Service, IT Strategy, Technical Leadership, Partner Management, Mobile Internet, Financial Services, Program Management, Outsourcing, Solutions Development, Global Alliances, SWIFT, FIX, Implementation Services, Customer Relations, Scrum, Agile Methodologies, Business Analysis, Management, Vendor Management, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MSIT
Bentley University 1989 — 1993
BS
Merrill Lynch September 2014 - Present
Staples / Velocity Lab March 2012 - September 2014
Citigroup June 2010 - March 2012
Omgeo September 2007 - June 2010
Omgeo September 2006 - November 2007
Omgeo September 2005 - September 2006
Omgeo January 2004 - September 2005
Omgeo September 2000 - December 2003
State Street Bank February 1999 - September 2000
State Street Bank February 1998 - February 1999
Skills
Integration, SDLC, Mobile Devices, Pre-sales, Strategy, E-commerce, Strategic Partnerships, Mobile Technology, Mobile Applications, SWIFT payments, Customer Service, IT Strategy, Technical Leadership, Partner Management, Mobile Internet, Financial Services, Program Management, Outsourcing, Solutions Development, Global Alliances, SWIFT, FIX, Implementation Services, Customer Relations, Scrum, Agile Methodologies, Business Analysis, Management, Vendor Management, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MSIT
Bentley University 1989 — 1993
BS
Scott Greenler's Merrill Lynch Experience 1999 - 2002
Job Open to New Opportunities
Industry Information Technology and Services
Experience
Net Technologies, Inc. August 2012 - September 2013
Pragmatic Works September 2011 - June 2012
IBM April 2008 - April 2010
EDGAR Online, Inc. 2004 - 2008
EDGAR Online, Inc. 2005 - 2007
EDGAR Online, Inc. 2004 - 2005
InsightAmerica, Inc. (now part of Acxiom) 2002 - 2004
Merrill Lynch 1999 - 2002
Skills
Account Management, Software Industry, Business Intelligence, SharePoint, Data Warehousing, Database Administration, Microsoft SQL Server, Business Analysis, Sales Process, Product Management, Salesforce.com, Strategic Planning, SaaS, Business Development
Education
Bentley University 1991 — 1995
BS
Masconomet Regional Highschool 1987 — 1991
Net Technologies, Inc. August 2012 - September 2013
Pragmatic Works September 2011 - June 2012
IBM April 2008 - April 2010
EDGAR Online, Inc. 2004 - 2008
EDGAR Online, Inc. 2005 - 2007
EDGAR Online, Inc. 2004 - 2005
InsightAmerica, Inc. (now part of Acxiom) 2002 - 2004
Merrill Lynch 1999 - 2002
Skills
Account Management, Software Industry, Business Intelligence, SharePoint, Data Warehousing, Database Administration, Microsoft SQL Server, Business Analysis, Sales Process, Product Management, Salesforce.com, Strategic Planning, SaaS, Business Development
Education
Bentley University 1991 — 1995
BS
Masconomet Regional Highschool 1987 — 1991
Vladimir Antos, RPLU Vladimir Antos, RPLU's Merrill Lynch Experience August 2001 - November 2001
Job Vice President at Alexander J. Wayne & Associates, Inc.
Industry Insurance
Experience
Alexander J. Wayne & Associates, Inc. January 2015 - Present
Alexander J. Wayne & Associates, Inc. March 2002 - January 2015
Merrill Lynch August 2001 - November 2001
Skills
Professional Liability, D&O, Employment Practices..., Fiduciary Liability, Insurance, Privacy, Security, Non-profits, Liability, Commercial Insurance, Professional Indemnity, Excess, Claims Management, Surety Bonds, Medical Malpractice, Data Privacy, Network Security, Fiduciary, Indemnity, Underwriting, Nonprofits, Privacy Law, Casualty, Liability Analysis, Property & Casualty..., Umbrella Insurance, Claim, Brokers, Litigation Management, Commercial Lines, Reinsurance, Directors & Officers..., E&O, Financial Risk, Employee Benefits, Insurance Brokerage, Errors & Omissions, Excess & Surplus Lines, Inland Marine, Captives, Legal Liability, General Insurance, Financial Institutions, Workers Compensation, CPCU, Health Insurance, Financial Services, Strategic Financial..., Casualty Insurance, Financial Planning
Education
DePaul University 2000 — 2001
BS, Finance
Bemidji State University 1997 — 2000
BS, Business Administration, Computer Information Systems
Alexander J. Wayne & Associates, Inc. January 2015 - Present
Alexander J. Wayne & Associates, Inc. March 2002 - January 2015
Merrill Lynch August 2001 - November 2001
Skills
Professional Liability, D&O, Employment Practices..., Fiduciary Liability, Insurance, Privacy, Security, Non-profits, Liability, Commercial Insurance, Professional Indemnity, Excess, Claims Management, Surety Bonds, Medical Malpractice, Data Privacy, Network Security, Fiduciary, Indemnity, Underwriting, Nonprofits, Privacy Law, Casualty, Liability Analysis, Property & Casualty..., Umbrella Insurance, Claim, Brokers, Litigation Management, Commercial Lines, Reinsurance, Directors & Officers..., E&O, Financial Risk, Employee Benefits, Insurance Brokerage, Errors & Omissions, Excess & Surplus Lines, Inland Marine, Captives, Legal Liability, General Insurance, Financial Institutions, Workers Compensation, CPCU, Health Insurance, Financial Services, Strategic Financial..., Casualty Insurance, Financial Planning
Education
DePaul University 2000 — 2001
BS, Finance
Bemidji State University 1997 — 2000
BS, Business Administration, Computer Information Systems
Bill Pike's Merrill Lynch Experience 1981 - 2014
Job Wellomics, LLC Chief Business Development Officer
Industry Biotechnology
Experience
Wellomics, LLC August 2014 - Present
Merrill Lynch 1981 - 2014
Skills
Mutual Funds, Business Development, Leadership, Series 7, Financial Services, Securities, Management, Investments, Team Building, Wealth Management, Equities, Training, Finance, Recruiting, Fixed Income, Investment Banking, Capital Markets, Series 63, Entrepreneurship
Education
Bentley University 1976 — 1980
Bachelor of Science (BS), Economics and Finance
Wellomics, LLC August 2014 - Present
Merrill Lynch 1981 - 2014
Skills
Mutual Funds, Business Development, Leadership, Series 7, Financial Services, Securities, Management, Investments, Team Building, Wealth Management, Equities, Training, Finance, Recruiting, Fixed Income, Investment Banking, Capital Markets, Series 63, Entrepreneurship
Education
Bentley University 1976 — 1980
Bachelor of Science (BS), Economics and Finance
Daniel Shaughnessy's Merrill Lynch Experience August 2015 - Present
Job Global Wealth & Investment Management Seasonal Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Bentley Investment Group September 2014 - Present
Merrill Lynch May 2015 - August 2015
Charter Oak Country Club June 2013 - August 2013
Nashawtuc Country Club June 2012 - August 2012
Skills
Teamwork, PowerPoint, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Bloomberg Terminal, Equity Research, Social Media, Microsoft Word, Time Management, FactSet, Outlook, Financial Modeling, SAP, Morningstar, Financial Analysis
Education
Bentley University 2014 — 2016
Bachelor of Science (B.S.), Finance, Junior: 3.7 GPA
Stony Brook University 2012 — 2014
Bachelor of Science (B.S.), Business Management, Specialty in Finance, 3.83 GPA
Lincoln-Sudbury Regional High School 2008 — 2012
Merrill Lynch August 2015 - Present
Bentley Investment Group September 2014 - Present
Merrill Lynch May 2015 - August 2015
Charter Oak Country Club June 2013 - August 2013
Nashawtuc Country Club June 2012 - August 2012
Skills
Teamwork, PowerPoint, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Bloomberg Terminal, Equity Research, Social Media, Microsoft Word, Time Management, FactSet, Outlook, Financial Modeling, SAP, Morningstar, Financial Analysis
Education
Bentley University 2014 — 2016
Bachelor of Science (B.S.), Finance, Junior: 3.7 GPA
Stony Brook University 2012 — 2014
Bachelor of Science (B.S.), Business Management, Specialty in Finance, 3.83 GPA
Lincoln-Sudbury Regional High School 2008 — 2012
Joseph Birdsong Joseph Birdsong's Merrill Lynch Experience June 2009 - August 2009
Job Public Finance/Debt Investment Banking
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - Present
U.S. Bank August 2013 - March 2015
U.S. Bank September 2012 - August 2013
Regions Bank August 2010 - August 2012
Merrill Lynch June 2009 - August 2009
Skills
Commercial Lending, Credit Analysis, Credit, Portfolio Management, Lines Of Credit, Banking, Retail Banking, Real Estate Lending, Treasury Management, Business Development, Deposits, Commercial Real Estate, Mortgage Lending, Finance, Investments, Commercial Banking, Loans, Loan Origination, Commercial Mortgages, Financial Modeling, Leadership
Education
Belmont University - Jack C. Massey Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Wake Forest University 2005 — 2009
Montgomery Bell Academy 2001 — 2005
Raymond James Financial, Inc. March 2015 - Present
U.S. Bank August 2013 - March 2015
U.S. Bank September 2012 - August 2013
Regions Bank August 2010 - August 2012
Merrill Lynch June 2009 - August 2009
Skills
Commercial Lending, Credit Analysis, Credit, Portfolio Management, Lines Of Credit, Banking, Retail Banking, Real Estate Lending, Treasury Management, Business Development, Deposits, Commercial Real Estate, Mortgage Lending, Finance, Investments, Commercial Banking, Loans, Loan Origination, Commercial Mortgages, Financial Modeling, Leadership
Education
Belmont University - Jack C. Massey Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Wake Forest University 2005 — 2009
Montgomery Bell Academy 2001 — 2005
Brian Mills's Merrill Lynch Experience 2005 - 2006
Job UX / UI Team Lead, EA at SAIC for USDA / FSA
Industry Government Administration
Experience
SAIC 2014 - Present
Missouri Western State University 2013 - 2015
EyeVerify Inc. 2013 - 2014
Sprint 2012 - 2014
Randstad 2010 - 2012
InterContinental Hotels Group 2008 - 2010
Macquarium 2007 - 2008
Citigroup 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
User Experience, Information Architecture, User Interface Design, Usability Testing, Usability, Interaction Design, Content Strategy, Social Media, Content Management, SEO, Strategy, Online Marketing, User Experience Design, Heuristic Evaluation, WordPress, User Interface, Online Advertising, CMS, Web Analytics, CSS, Information Design, Digital Strategy, Social Media Marketing, HTML, Web Development, Wire Framing, Digital Marketing, Analytics, Visio, Adobe Creative Suite, Usability Engineering, Mobile Applications, Integrated Marketing, SEM, Scrum, Business Analysis, Human-computer..., Creative Direction, User Research, Task Analysis, User-Centered Design, Wireframing, Accessibility, Prototyping, Competitive Analysis, Persona, Contextual Inquiry, Experience Design, Sketch, Lean Startup
Education
Bentley University 2010 — 2013
Master of Science, Human Factors in Information Design
Scrum Alliance 2010 — 2010
Certification, ScrumMaster
Human Factors International 2009 — 2009
Certification, Usability Analyst
Brandeis University 1995 — 1999
BA, American Studies (Journalism/Communications)
SAIC 2014 - Present
Missouri Western State University 2013 - 2015
EyeVerify Inc. 2013 - 2014
Sprint 2012 - 2014
Randstad 2010 - 2012
InterContinental Hotels Group 2008 - 2010
Macquarium 2007 - 2008
Citigroup 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
User Experience, Information Architecture, User Interface Design, Usability Testing, Usability, Interaction Design, Content Strategy, Social Media, Content Management, SEO, Strategy, Online Marketing, User Experience Design, Heuristic Evaluation, WordPress, User Interface, Online Advertising, CMS, Web Analytics, CSS, Information Design, Digital Strategy, Social Media Marketing, HTML, Web Development, Wire Framing, Digital Marketing, Analytics, Visio, Adobe Creative Suite, Usability Engineering, Mobile Applications, Integrated Marketing, SEM, Scrum, Business Analysis, Human-computer..., Creative Direction, User Research, Task Analysis, User-Centered Design, Wireframing, Accessibility, Prototyping, Competitive Analysis, Persona, Contextual Inquiry, Experience Design, Sketch, Lean Startup
Education
Bentley University 2010 — 2013
Master of Science, Human Factors in Information Design
Scrum Alliance 2010 — 2010
Certification, ScrumMaster
Human Factors International 2009 — 2009
Certification, Usability Analyst
Brandeis University 1995 — 1999
BA, American Studies (Journalism/Communications)
Mike Michaelson's Merrill Lynch Experience January 2012 - August 2015
Job Financial Advisor with Citizens Investments
Industry Financial Services
Experience
Citizens Financial Group, Inc. May 2015 - Present
Merrill Lynch January 2012 - August 2015
Back Bay Lighting 2006 - 2011
Westford Home Lighting 2005 - 2011
Westford Home Lighting September 2003 - October 2005
Brown Brothers Harriman September 2001 - September 2003
Brown Brothers Harriman June 2000 - August 2001
Skills
Retirement Planning, Peer Mentoring, Networking, Strategic Financial..., Portfolio Management, Investments, Mutual Funds, Fixed Income, Equities, Passion for Helping..., Financial Services, Financial Markets, Financial Analysis
Education
Bentley University 1997 — 2001
B.S. Finance
Lorenzo de' Medici Florence, Italy 2000 — 2000
International Business
Westford Academy 1995 — 1997
Marian High School
Citizens Financial Group, Inc. May 2015 - Present
Merrill Lynch January 2012 - August 2015
Back Bay Lighting 2006 - 2011
Westford Home Lighting 2005 - 2011
Westford Home Lighting September 2003 - October 2005
Brown Brothers Harriman September 2001 - September 2003
Brown Brothers Harriman June 2000 - August 2001
Skills
Retirement Planning, Peer Mentoring, Networking, Strategic Financial..., Portfolio Management, Investments, Mutual Funds, Fixed Income, Equities, Passion for Helping..., Financial Services, Financial Markets, Financial Analysis
Education
Bentley University 1997 — 2001
B.S. Finance
Lorenzo de' Medici Florence, Italy 2000 — 2000
International Business
Westford Academy 1995 — 1997
Marian High School
Daniel Pflock's Merrill Lynch Experience May 2004 - August 2004
Job Product Manager, Marketing Technology at LogicNow
Industry Internet
Experience
LogicNow September 2014 - Present
Millward Brown Digital (Formerly Compete) August 2010 - July 2014
Avenue100 Media Solutions (Formerly CourseAdvisor) February 2009 - August 2010
NameMedia July 2007 - November 2008
NameMedia June 2005 - July 2007
SmartBargains.com November 2004 - February 2005
Merrill Lynch May 2004 - August 2004
Skills
Product Management, Digital Media, Strategic Partnerships, Business Development, Web Analytics, Analytics, E-commerce, PPC, Product Marketing, A/B testing, SEM, Domain Names, Sales Rep Training, Project Management, Web Design, Partner Management, Management, Affiliate Marketing, Competitive Analysis, Marketing, Digital Marketing, Lead Generation
Education
Bentley University 2001 — 2005
BS Marketing, Business, Law
Plymouth North High School 1997 — 2001
LogicNow September 2014 - Present
Millward Brown Digital (Formerly Compete) August 2010 - July 2014
Avenue100 Media Solutions (Formerly CourseAdvisor) February 2009 - August 2010
NameMedia July 2007 - November 2008
NameMedia June 2005 - July 2007
SmartBargains.com November 2004 - February 2005
Merrill Lynch May 2004 - August 2004
Skills
Product Management, Digital Media, Strategic Partnerships, Business Development, Web Analytics, Analytics, E-commerce, PPC, Product Marketing, A/B testing, SEM, Domain Names, Sales Rep Training, Project Management, Web Design, Partner Management, Management, Affiliate Marketing, Competitive Analysis, Marketing, Digital Marketing, Lead Generation
Education
Bentley University 2001 — 2005
BS Marketing, Business, Law
Plymouth North High School 1997 — 2001
John T. Folsom John T. Folsom's Merrill Lynch Experience October 1977 - July 2005
Job Senior Vice President/ Senior Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2005 - Present
Merrill Lynch October 1977 - July 2005
Education
Bemidji State University 1966 — 1970
ba business, Economics
Ogilvie High School
RBC Wealth Management 2005 - Present
Merrill Lynch October 1977 - July 2005
Education
Bemidji State University 1966 — 1970
ba business, Economics
Ogilvie High School
Chris Hammer Chris Hammer's Merrill Lynch Experience August 1991 - Present
Job Director, Commercial Banker at Bank of America Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 1991 - Present
Merrill Lynch January 2006 - March 2009
Skills
Investments, Credit, Commercial Lending, Commercial Banking, Banking, Securities, Portfolio Management, Loans, Treasury Management, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MS, Economics
Benedictine University 1989 — 1991
MBA, Finance
Northern Illinois University 1984 — 1989
BS, Economics
Lake Zurich High School 1980 — 1984
Merrill Lynch August 1991 - Present
Merrill Lynch January 2006 - March 2009
Skills
Investments, Credit, Commercial Lending, Commercial Banking, Banking, Securities, Portfolio Management, Loans, Treasury Management, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MS, Economics
Benedictine University 1989 — 1991
MBA, Finance
Northern Illinois University 1984 — 1989
BS, Economics
Lake Zurich High School 1980 — 1984
Michael Pezzote's Merrill Lynch Experience February 2000 - June 2001
Job Senior Recruiter Verizon Cloud
Industry Human Resources
Experience
Verizon August 2011 - Present
TracFone Wireless February 2011 - May 2011
American Express December 2009 - December 2010
Citrix Systems April 2006 - September 2008
Spherion (RPO) November 2002 - September 2008
Merrill Lynch February 2000 - June 2001
MFS Investment Management August 1999 - January 2000
Independent Technical Recruiter January 1999 - August 1999
Compaq August 1995 - October 1998
Raytheon December 1983 - August 1995
Skills
Web Development, Corporate Development, Technical Recruiting, Internet Recruiting, Full-cycle Recruiting, Human Resources, Information Technology, SDLC, Recruiting, Sourcing, Talent Management, Screening, Interviews, CRM, Temporary Placement, Cloud Computing, Networking, Virtualization, Enterprise Software, Vendor Management, Talent Acquisition, SaaS, Staffing Services, Applicant Tracking..., Benefits Negotiation, Start-ups, Software Development, Sales, Management, Integration, Program Management, College Recruiting, Hiring, Personnel Management, Contract Recruitment, Executive Search, Screening Resumes, Staff Augmentation, Onboarding, HRIS, Consulting, Cross-functional Team..., Professional Services, Permanent Placement, IT Recruitment, Employer Branding, Resource Management, HR Consulting, PeopleSoft, Employee Relations
Education
Bentley University 1998 — 1999
Certificate, Certificate Program Human Resource Management
Wentworth Institute of Technology 1978 — 1982
BS, Engineering Management
Verizon August 2011 - Present
TracFone Wireless February 2011 - May 2011
American Express December 2009 - December 2010
Citrix Systems April 2006 - September 2008
Spherion (RPO) November 2002 - September 2008
Merrill Lynch February 2000 - June 2001
MFS Investment Management August 1999 - January 2000
Independent Technical Recruiter January 1999 - August 1999
Compaq August 1995 - October 1998
Raytheon December 1983 - August 1995
Skills
Web Development, Corporate Development, Technical Recruiting, Internet Recruiting, Full-cycle Recruiting, Human Resources, Information Technology, SDLC, Recruiting, Sourcing, Talent Management, Screening, Interviews, CRM, Temporary Placement, Cloud Computing, Networking, Virtualization, Enterprise Software, Vendor Management, Talent Acquisition, SaaS, Staffing Services, Applicant Tracking..., Benefits Negotiation, Start-ups, Software Development, Sales, Management, Integration, Program Management, College Recruiting, Hiring, Personnel Management, Contract Recruitment, Executive Search, Screening Resumes, Staff Augmentation, Onboarding, HRIS, Consulting, Cross-functional Team..., Professional Services, Permanent Placement, IT Recruitment, Employer Branding, Resource Management, HR Consulting, PeopleSoft, Employee Relations
Education
Bentley University 1998 — 1999
Certificate, Certificate Program Human Resource Management
Wentworth Institute of Technology 1978 — 1982
BS, Engineering Management
Linda Goldman Gay Linda Goldman Gay's Merrill Lynch Experience March 1994 - April 2003
Job Crossroads Transition Coaching
Industry Professional Training & Coaching
Experience
Crossroads Transition Coaching April 2014 - Present
Princeton Foot Solutions November 2003 - May 2015
Merrill Lynch March 1994 - April 2003
Rosenman & Colin June 1987 - January 1994
Childrens Hospital of Philadelphia January 1970 - March 1980
Skills
Medical Writing, Legal Writing, Editing, Public Speaking, Non-profits, Corporate Law, Healthcare, Nonprofits, Team Building, Fundraising, Small Business, Management, Social Media Marketing, Retail, Leadership, Research, Strategic Planning, Sales
Education
Hudson Institute of Coaching 2014 — 2015
Coaching Certification
Benjamin N. Cardozo School of Law, Yeshiva University
JD
University of Pennsylvania
BA
University of Pennsylvania School of Respiratory Therapy
Crossroads Transition Coaching April 2014 - Present
Princeton Foot Solutions November 2003 - May 2015
Merrill Lynch March 1994 - April 2003
Rosenman & Colin June 1987 - January 1994
Childrens Hospital of Philadelphia January 1970 - March 1980
Skills
Medical Writing, Legal Writing, Editing, Public Speaking, Non-profits, Corporate Law, Healthcare, Nonprofits, Team Building, Fundraising, Small Business, Management, Social Media Marketing, Retail, Leadership, Research, Strategic Planning, Sales
Education
Hudson Institute of Coaching 2014 — 2015
Coaching Certification
Benjamin N. Cardozo School of Law, Yeshiva University
JD
University of Pennsylvania
BA
University of Pennsylvania School of Respiratory Therapy
Dominick Leali Dominick Leali's Merrill Lynch Experience June 2012 - July 2012
Job Graduate Student at Olin Business School
Industry Financial Services
Experience
Merrill Lynch June 2012 - July 2012
Skills
Microsoft Excel, Research, Teamwork, Editing, Microsoft Office, Public Speaking, Market Research, Financial Analysis, STATA, R, Matlab, Leadership
Education
Washington University in St. Louis - Olin Business School 2015 — 2016
Master’s Degree, Finance-- Corporate Finance and Investments
Kenyon College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Lomonosov Moscow State University (MSU) 2014 — 2014
Russian Language and Literature
The London School of Economics and Political Science (LSE) 2013 — 2014
General Course, Economics
Beloit College 2013 — 2013
Summer Intensive Language Program, Russian Studies
Merrill Lynch June 2012 - July 2012
Skills
Microsoft Excel, Research, Teamwork, Editing, Microsoft Office, Public Speaking, Market Research, Financial Analysis, STATA, R, Matlab, Leadership
Education
Washington University in St. Louis - Olin Business School 2015 — 2016
Master’s Degree, Finance-- Corporate Finance and Investments
Kenyon College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Lomonosov Moscow State University (MSU) 2014 — 2014
Russian Language and Literature
The London School of Economics and Political Science (LSE) 2013 — 2014
General Course, Economics
Beloit College 2013 — 2013
Summer Intensive Language Program, Russian Studies
Christopher Colantoni Christopher Colantoni's Merrill Lynch Experience January 2008 - December 2008
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
Guardian Investor Services - RS Investments May 2010 - February 2013
Guardian Life Insurance July 2009 - May 2010
Merrill Lynch January 2008 - December 2008
Skills
Investments, Finance, Sales, Mutual Funds, Series 7, Financial Planning, Series 63, Microsoft Office, Asset Allocation, Life Insurance
Education
Bentley University 2014 — 2016
Master of Science in Financial Planning
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, General
Bryant University 2005 — 2009
BSBA, Finance
Fidelity Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
Guardian Investor Services - RS Investments May 2010 - February 2013
Guardian Life Insurance July 2009 - May 2010
Merrill Lynch January 2008 - December 2008
Skills
Investments, Finance, Sales, Mutual Funds, Series 7, Financial Planning, Series 63, Microsoft Office, Asset Allocation, Life Insurance
Education
Bentley University 2014 — 2016
Master of Science in Financial Planning
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, General
Bryant University 2005 — 2009
BSBA, Finance
Alvin Vukaj's Merrill Lynch Experience May 2011 - June 2011
Job Senior Financial Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance June 2013 - July 2015
Bentley University August 2009 - May 2013
INVEST Financial Corporation January 2012 - April 2013
Liberty Mutual Insurance June 2012 - August 2012
Liberty Mutual June 2011 - August 2011
Merrill Lynch May 2011 - June 2011
Freelancer (self employed) June 2008 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Financial Analysis, Outlook, Crystal Ball, Bloomberg, Peachtree, SPSS, Customer Service, Research, Data Analysis, Accounting, VBA, Macros, Market Research, Management, Teamwork, Leadership, Nonprofits, Social Media, QuickBooks, Economics, Investments, Analysis, Time Management, Financial Modeling, Finance, Financial Reporting, Valuation, Corporate Finance, Tax, Bloomberg Terminal, Insurance, Risk Management, Forecasting, Equities, Portfolio Management, Team Leadership, Securities, Equity Research, Derivatives, Fixed Income, Options, Financial Markets, Essbase
Education
Boston College 2014 — 2016
Master of Science (M.S.), Finance
Bentley University 2009 — 2013
B.S., Corporate Finance and Accounting
The University of Manchester 2011 — 2012
Accounting and Finance
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance June 2013 - July 2015
Bentley University August 2009 - May 2013
INVEST Financial Corporation January 2012 - April 2013
Liberty Mutual Insurance June 2012 - August 2012
Liberty Mutual June 2011 - August 2011
Merrill Lynch May 2011 - June 2011
Freelancer (self employed) June 2008 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Financial Analysis, Outlook, Crystal Ball, Bloomberg, Peachtree, SPSS, Customer Service, Research, Data Analysis, Accounting, VBA, Macros, Market Research, Management, Teamwork, Leadership, Nonprofits, Social Media, QuickBooks, Economics, Investments, Analysis, Time Management, Financial Modeling, Finance, Financial Reporting, Valuation, Corporate Finance, Tax, Bloomberg Terminal, Insurance, Risk Management, Forecasting, Equities, Portfolio Management, Team Leadership, Securities, Equity Research, Derivatives, Fixed Income, Options, Financial Markets, Essbase
Education
Boston College 2014 — 2016
Master of Science (M.S.), Finance
Bentley University 2009 — 2013
B.S., Corporate Finance and Accounting
The University of Manchester 2011 — 2012
Accounting and Finance
David Evenhuis's Merrill Lynch Experience March 2008 - February 2009
Job Real Estate Attorney at McNees Wallace & Nurick LLC
Industry Law Practice
Experience
McNees Wallace & Nurick LLC February 2014 - Present
Caldwell & Kearns, P.C. October 2011 - February 2014
Pennsylvania Department of Public Welfare September 2010 - October 2011
Merrill Lynch March 2008 - February 2009
UBS Wealth Management May 2007 - March 2008
Lock Haven University August 2000 - August 2003
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Doctor of Law (J.D.)
Temple University 1995 — 1999
Master of Arts (M.A.), Philosophy
Hope College 1991 — 1995
Bachelor of Arts (B.A.), Philosophy
McNees Wallace & Nurick LLC February 2014 - Present
Caldwell & Kearns, P.C. October 2011 - February 2014
Pennsylvania Department of Public Welfare September 2010 - October 2011
Merrill Lynch March 2008 - February 2009
UBS Wealth Management May 2007 - March 2008
Lock Haven University August 2000 - August 2003
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Doctor of Law (J.D.)
Temple University 1995 — 1999
Master of Arts (M.A.), Philosophy
Hope College 1991 — 1995
Bachelor of Arts (B.A.), Philosophy
Justin Colella Justin Colella's Merrill Lynch Experience June 2010 - August 2010
Job Brokerage Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments April 2013 - April 2014
Fidelity Investments June 2012 - April 2013
Saint Anselm College August 2008 - May 2012
Vineyard Vines October 2010 - April 2012
The Boston Company (Bank of New York Mellon) May 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Vector Marketing June 2009 - August 2009
Skills
Investments, Social Media, Leadership, Management, Customer Service, Event Management, Event Planning, Sales, Time Management, Analysis, PowerPoint, Teaching, Strategic Planning, Microsoft Word, Customer Satisfaction, Facebook, Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2019
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Anselm College 2008 — 2012
Bachelor of Arts, International Business
St. Johns' Prep 2004 — 2008
Fidelity Investments May 2014 - Present
Fidelity Investments April 2013 - April 2014
Fidelity Investments June 2012 - April 2013
Saint Anselm College August 2008 - May 2012
Vineyard Vines October 2010 - April 2012
The Boston Company (Bank of New York Mellon) May 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Vector Marketing June 2009 - August 2009
Skills
Investments, Social Media, Leadership, Management, Customer Service, Event Management, Event Planning, Sales, Time Management, Analysis, PowerPoint, Teaching, Strategic Planning, Microsoft Word, Customer Satisfaction, Facebook, Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2019
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Anselm College 2008 — 2012
Bachelor of Arts, International Business
St. Johns' Prep 2004 — 2008
Chirag Pandya's Merrill Lynch Experience December 2011 - April 2012
Job Associate Product Manager at BISCO
Industry Marketing and Advertising
Experience
BISCO August 2014 - Present
Ajanta East April 2002 - Present
Roosevelt University August 2011 - December 2013
Addison Public Library September 2013 - November 2013
Social Media Beast June 2013 - July 2013
TJ Maxx May 2012 - July 2012
Merrill Lynch December 2011 - April 2012
Skills
Hindi, Gujarati, Urdu, PowerPoint, Word, Microsoft Office, English, Creative Writing, Writing, Microsoft Word, Sales, Integrated Marketing, Management, Time Management, Blogging, Social Media, Facebook, Social Networking, Research, Marketing, Event Planning, Fundraising, Social Media Marketing, Public Relations, Marketing Communications, Advertising, Editing, Public Speaking, Market Research, Online Marketing, Event Management, Nonprofits, Press Releases, Leadership, WordPress, Marketing Strategy, Community Outreach, Customer Service, Constant Contact, Teamwork, Cold Calling, Email Marketing, Online Advertising, Newsletters, Copywriting, Lead Generation, Content Development, Entrepreneurship, Volunteer Management, Communication
Education
Benedictine University 2014 — 2016
Pursuing Master of Business Administration (M.B.A.), MBA
Roosevelt University 2011 — 2013
Bachelor of Arts, Integrated Marketing Communication
College of DuPage 2008 — 2010
Addison Trail 2004 — 2008
High School Diploma
BISCO August 2014 - Present
Ajanta East April 2002 - Present
Roosevelt University August 2011 - December 2013
Addison Public Library September 2013 - November 2013
Social Media Beast June 2013 - July 2013
TJ Maxx May 2012 - July 2012
Merrill Lynch December 2011 - April 2012
Skills
Hindi, Gujarati, Urdu, PowerPoint, Word, Microsoft Office, English, Creative Writing, Writing, Microsoft Word, Sales, Integrated Marketing, Management, Time Management, Blogging, Social Media, Facebook, Social Networking, Research, Marketing, Event Planning, Fundraising, Social Media Marketing, Public Relations, Marketing Communications, Advertising, Editing, Public Speaking, Market Research, Online Marketing, Event Management, Nonprofits, Press Releases, Leadership, WordPress, Marketing Strategy, Community Outreach, Customer Service, Constant Contact, Teamwork, Cold Calling, Email Marketing, Online Advertising, Newsletters, Copywriting, Lead Generation, Content Development, Entrepreneurship, Volunteer Management, Communication
Education
Benedictine University 2014 — 2016
Pursuing Master of Business Administration (M.B.A.), MBA
Roosevelt University 2011 — 2013
Bachelor of Arts, Integrated Marketing Communication
College of DuPage 2008 — 2010
Addison Trail 2004 — 2008
High School Diploma
Jeni Dymek's Merrill Lynch Experience March 2005 - December 2005
Job Senior Analyst, Sales and Marketing at Bit9+Carbon Black
Industry Computer & Network Security
Experience
Bit9 + Carbon Black September 2012 - Present
Syneron - Candela Corporation August 2011 - August 2012
Boston Scientific July 2008 - August 2011
Fidelity Investments December 2005 - July 2008
Merrill Lynch March 2005 - December 2005
SVB Financial Group October 2000 - March 2005
Skills
Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Cross-functional Team..., Forecasting, Strategic Planning, Investments, Process Improvement, Competitive Analysis, Portfolio Management, Essbase, Building Relationships, Analytics, Salesforce.com, Business Planning, Business Intelligence, Business Process..., Business Strategy, Organizational..., Competitive Strategies, Sales Compensation, Global Management, Global Operations, Global Strategy, Venture Capital, Private Equity, Strategy, Management, Leadership, Analysis, Sales Operations, Executive Management, Project Management
Education
Bentley University 2003 — 2007
MBA
Boston College 1995 — 1999
BS
Lexington High School 1991 — 1995
Diploma
Bit9 + Carbon Black September 2012 - Present
Syneron - Candela Corporation August 2011 - August 2012
Boston Scientific July 2008 - August 2011
Fidelity Investments December 2005 - July 2008
Merrill Lynch March 2005 - December 2005
SVB Financial Group October 2000 - March 2005
Skills
Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Cross-functional Team..., Forecasting, Strategic Planning, Investments, Process Improvement, Competitive Analysis, Portfolio Management, Essbase, Building Relationships, Analytics, Salesforce.com, Business Planning, Business Intelligence, Business Process..., Business Strategy, Organizational..., Competitive Strategies, Sales Compensation, Global Management, Global Operations, Global Strategy, Venture Capital, Private Equity, Strategy, Management, Leadership, Analysis, Sales Operations, Executive Management, Project Management
Education
Bentley University 2003 — 2007
MBA
Boston College 1995 — 1999
BS
Lexington High School 1991 — 1995
Diploma
Heather Hersey's Merrill Lynch Experience October 1996 - May 1998
Job Wealth Planning and Investment Consultant, Private Client Account Executive, Relationship Management
Industry Financial Services
Experience
Citizens Financial Group, Inc. May 2015 - Present
TD Ameritrade September 2014 - January 2015
Fidelity Investments May 2007 - July 2013
Fidelity Investments May 1998 - October 2002
Merrill Lynch October 1996 - May 1998
Skills
Lifestyle, Microsoft Office, Wellness, Customer Service, Public Speaking, Healthcare, Stress, Pain Management, Fitness, Relaxation, Healing, Treatment, Coaching, Personal Development, Wellness Coaching, Sales, Social Media, Teaching, Management
Education
Bentley University 1998 — 2008
Bachelor of Science (BS), Business/Managerial Economics
Spa Tech Institute-Ipswich 2002 — 2004
Board Certified Polarity Practitioner, Licensed Massage Therapist, Foods, Nutrition, and Wellness Studies, General
Citizens Financial Group, Inc. May 2015 - Present
TD Ameritrade September 2014 - January 2015
Fidelity Investments May 2007 - July 2013
Fidelity Investments May 1998 - October 2002
Merrill Lynch October 1996 - May 1998
Skills
Lifestyle, Microsoft Office, Wellness, Customer Service, Public Speaking, Healthcare, Stress, Pain Management, Fitness, Relaxation, Healing, Treatment, Coaching, Personal Development, Wellness Coaching, Sales, Social Media, Teaching, Management
Education
Bentley University 1998 — 2008
Bachelor of Science (BS), Business/Managerial Economics
Spa Tech Institute-Ipswich 2002 — 2004
Board Certified Polarity Practitioner, Licensed Massage Therapist, Foods, Nutrition, and Wellness Studies, General
John DePalma, CFA's Merrill Lynch Experience May 2006 - August 2006
Job Associate Director, Alternative High Yield Strategies at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management November 2010 - Present
Babson Capital Management July 2007 - November 2010
Merrill Lynch May 2006 - August 2006
OMOG Trading, New York Mercantile Exchange May 2005 - August 2005
Skills
High Yield Bonds, Financial Analysis, Equities, Investments, Hedge Funds, Mutual Funds, Finance, Loans, Alternative Investments, Asset Managment, Fixed Income, Capital Markets, Bloomberg, Securities, High Yield, Valuation, Equity Research, Mergers & Acquisitions
Education
Bentley University 2003 — 2007
Bachelors, Finance
Babson Capital Management November 2010 - Present
Babson Capital Management July 2007 - November 2010
Merrill Lynch May 2006 - August 2006
OMOG Trading, New York Mercantile Exchange May 2005 - August 2005
Skills
High Yield Bonds, Financial Analysis, Equities, Investments, Hedge Funds, Mutual Funds, Finance, Loans, Alternative Investments, Asset Managment, Fixed Income, Capital Markets, Bloomberg, Securities, High Yield, Valuation, Equity Research, Mergers & Acquisitions
Education
Bentley University 2003 — 2007
Bachelors, Finance
Lenny D'Andrea, CFA's Merrill Lynch Experience 2006 - 2006
Job AVP, Inspection Générale (Credit & Loan Review) at BNP Paribas
Industry Financial Services
Experience
BNP Paribas January 2015 - Present
Doral Bank August 2012 - January 2015
Leader Bank 2009 - 2012
Comerica Bank 2007 - 2009
Merrill Lynch 2006 - 2006
Skills
Financial Modeling, Customer Service, Financial Analysis, Investments, Loans, Portfolio Management, Financial Risk, Microsoft Office, Credit, Commercial Lending, Credit Analysis, Banking, Asset Managment, Finance, Commercial Banking, Credit Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
Master of Business Administration, MBA
Bentley University 2003 — 2007
Bachelor of Science, Finance
BNP Paribas January 2015 - Present
Doral Bank August 2012 - January 2015
Leader Bank 2009 - 2012
Comerica Bank 2007 - 2009
Merrill Lynch 2006 - 2006
Skills
Financial Modeling, Customer Service, Financial Analysis, Investments, Loans, Portfolio Management, Financial Risk, Microsoft Office, Credit, Commercial Lending, Credit Analysis, Banking, Asset Managment, Finance, Commercial Banking, Credit Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
Master of Business Administration, MBA
Bentley University 2003 — 2007
Bachelor of Science, Finance
Allison St Jean's Merrill Lynch Experience June 2010 - 2013
Job Account Executive at MK Trade Incorporated
Industry Oil & Energy
Experience
MK Trade Incorporated 2015 - Present
Beachbody 2015 - Present
Fidelity Investments 2012 - 2015
Merrill Lynch June 2010 - 2013
Skills
Wealth Management, Equities, Series 7, Series 63, Financial Analysis, Thompson One, Bloomberg, Morningstar, Microsoft Office, Microsoft Excel, Mortgage Lending, High Net Worth..., Due Diligence, Mutual Funds, Portfolio Management, Finance, Management, Practice Management, Business Analytics, Series 65, Investments, Supply Management, Oil & Gas Industry, Leadership, Customer Service
Education
Bentley University 2006 — 2010
Bachelors of Science, Economics and Finance
MK Trade Incorporated 2015 - Present
Beachbody 2015 - Present
Fidelity Investments 2012 - 2015
Merrill Lynch June 2010 - 2013
Skills
Wealth Management, Equities, Series 7, Series 63, Financial Analysis, Thompson One, Bloomberg, Morningstar, Microsoft Office, Microsoft Excel, Mortgage Lending, High Net Worth..., Due Diligence, Mutual Funds, Portfolio Management, Finance, Management, Practice Management, Business Analytics, Series 65, Investments, Supply Management, Oil & Gas Industry, Leadership, Customer Service
Education
Bentley University 2006 — 2010
Bachelors of Science, Economics and Finance
Antonio Zarur's Merrill Lynch Experience January 2012 - May 2012
Job Project Manager at South Motors Group
Industry Automotive
Experience
South Motors Group January 2015 - Present
Bienvenue September 2014 - January 2015
LATAM Airlines February 2014 - September 2014
DTR July 2012 - February 2014
MVS Clobal Consulting Services May 2012 - July 2012
Merrill Lynch January 2012 - May 2012
California State Senate May 2011 - July 2011
GFG Capital May 2010 - August 2010
IMG Academy January 2002 - August 2007
Skills
Project Management, Supply Chain Management, Operational Efficiency, Process Improvement, Financial Analysis, Purchasing Processes, Procurement, Sales, Strategy, Business Development, Leadership, Cross-functional Team..., Strategic Partnerships, Market Research, Investments, Microsoft Excel, Marketing Strategy, Microsoft Office, Microsoft Word
Education
Bentley University 2009 — 2012
Bachelor of Science (B.S.), Economics & Finance
South Motors Group January 2015 - Present
Bienvenue September 2014 - January 2015
LATAM Airlines February 2014 - September 2014
DTR July 2012 - February 2014
MVS Clobal Consulting Services May 2012 - July 2012
Merrill Lynch January 2012 - May 2012
California State Senate May 2011 - July 2011
GFG Capital May 2010 - August 2010
IMG Academy January 2002 - August 2007
Skills
Project Management, Supply Chain Management, Operational Efficiency, Process Improvement, Financial Analysis, Purchasing Processes, Procurement, Sales, Strategy, Business Development, Leadership, Cross-functional Team..., Strategic Partnerships, Market Research, Investments, Microsoft Excel, Marketing Strategy, Microsoft Office, Microsoft Word
Education
Bentley University 2009 — 2012
Bachelor of Science (B.S.), Economics & Finance
Andrew Cullivan's Merrill Lynch Experience March 2011 - August 2011
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet July 2013 - Present
Artemis Financial Advisors LLC May 2012 - May 2013
Bentley University Office of Financial Assistance December 2009 - May 2013
Merrill Lynch March 2011 - August 2011
Pebbles Restaurant April 2008 - September 2009
Yankee Conference Hockey League October 2004 - April 2009
Skills
PowerPoint, Morningstar, Microsoft Excel, Customer Service, Financial Modeling, Financial Markets, Analysis, Finance, Leadership, Investments
Education
Bentley University 2009 — 2013
Bachelor of Science, Finance
Plymouth North High School 2005 — 2009
High School Diploma
FactSet July 2013 - Present
Artemis Financial Advisors LLC May 2012 - May 2013
Bentley University Office of Financial Assistance December 2009 - May 2013
Merrill Lynch March 2011 - August 2011
Pebbles Restaurant April 2008 - September 2009
Yankee Conference Hockey League October 2004 - April 2009
Skills
PowerPoint, Morningstar, Microsoft Excel, Customer Service, Financial Modeling, Financial Markets, Analysis, Finance, Leadership, Investments
Education
Bentley University 2009 — 2013
Bachelor of Science, Finance
Plymouth North High School 2005 — 2009
High School Diploma
Courtney Ross Nichols's Merrill Lynch Experience February 2011 - August 2014
Job Wealth Management
Industry Financial Services
Experience
Merrill Lynch February 2011 - August 2014
Merrill Lynch October 2008 - April 2009
Smith Barney February 2008 - October 2008
Bentley University September 2007 - February 2008
Jeff Perry State Representative September 2006 - December 2006
Skills
Sales, Management, Research, Customer Service, Recruiting, Finance, Strategic Planning, Training, Program Management, Outlook, Editing, Microsoft Office, Investments, Microsoft Excel, PowerPoint, Leadership, Event Planning
Education
Bentley University
Bachelor of Science (BS), Information Design & Corporate Communication
Sturgis Charter Public School
Merrill Lynch February 2011 - August 2014
Merrill Lynch October 2008 - April 2009
Smith Barney February 2008 - October 2008
Bentley University September 2007 - February 2008
Jeff Perry State Representative September 2006 - December 2006
Skills
Sales, Management, Research, Customer Service, Recruiting, Finance, Strategic Planning, Training, Program Management, Outlook, Editing, Microsoft Office, Investments, Microsoft Excel, PowerPoint, Leadership, Event Planning
Education
Bentley University
Bachelor of Science (BS), Information Design & Corporate Communication
Sturgis Charter Public School
Bill Caputo's Merrill Lynch Experience July 2012 - May 2013
Job Director of Marketing and Sales at NorthCape Industrial
Industry Construction
Experience
NorthCape Industrial June 2013 - Present
Merrill Lynch July 2012 - May 2013
Lutgert Insurance April 2008 - July 2012
Skills
Series 7, Finance, Sales, Customer Service, Leadership, Microsoft Word, Public Speaking, Banking, Financial Analysis, Investments
Education
Bentley University 1969 — 1973
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Bentley University 1969 — 1973
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
NorthCape Industrial June 2013 - Present
Merrill Lynch July 2012 - May 2013
Lutgert Insurance April 2008 - July 2012
Skills
Series 7, Finance, Sales, Customer Service, Leadership, Microsoft Word, Public Speaking, Banking, Financial Analysis, Investments
Education
Bentley University 1969 — 1973
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Bentley University 1969 — 1973
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Adam Begin's Merrill Lynch Experience July 2011 - September 2011
Job Investment Banking Analyst at Sandler O'Neill & Partners, L.P.
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. July 2014 - Present
Sandler O'Neill & Partners, L.P. June 2013 - August 2013
Century Capital Management May 2012 - February 2013
Merrill Lynch July 2011 - September 2011
Skills
Microsoft Office, Capital IQ, Bloomberg, Outlook, Financial Modeling, Private Equity, Analysis, LBO, Finance, Cash Flow Forecasting, DCF, Financial Analysis, Investments, Microsoft Excel
Education
Bentley University 2010 — 2014
Bachelor's Degree, Finance and Liberal Studies, Minor in Accounting
Wall Street Prep 2012 — 2012
Valuation Boot Camp
Sandler O'Neill & Partners, L.P. July 2014 - Present
Sandler O'Neill & Partners, L.P. June 2013 - August 2013
Century Capital Management May 2012 - February 2013
Merrill Lynch July 2011 - September 2011
Skills
Microsoft Office, Capital IQ, Bloomberg, Outlook, Financial Modeling, Private Equity, Analysis, LBO, Finance, Cash Flow Forecasting, DCF, Financial Analysis, Investments, Microsoft Excel
Education
Bentley University 2010 — 2014
Bachelor's Degree, Finance and Liberal Studies, Minor in Accounting
Wall Street Prep 2012 — 2012
Valuation Boot Camp
Jared Bilodeau, MSFP's Merrill Lynch Experience October 2012 - December 2012
Job Associate Wealth Advisor providing financial planning and guidance to families and businesses
Industry Financial Services
Experience
Twelve Points Wealth Management May 2015 - Present
Daniel Webster Council September 2009 - Present
William Bilodeau, D.M.D., P.A. January 2010 - April 2015
Omaha Steaks February 2014 - April 2014
Merrill Lynch October 2012 - December 2012
Triangle Credit Union June 2009 - December 2009
Skills
Financial Analysis, Accounting, Investments, PowerPoint, Microsoft Office, Forecasting, Portfolio Management, Finance, Management, Microsoft Excel, Research, Customer Service, Access, Microsoft Word, Outlook, Salesforce.com
Education
Bentley University 2014 — 2015
Master's Degree, Financial Planning
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance
Nashua High School South 2006 — 2010
Twelve Points Wealth Management May 2015 - Present
Daniel Webster Council September 2009 - Present
William Bilodeau, D.M.D., P.A. January 2010 - April 2015
Omaha Steaks February 2014 - April 2014
Merrill Lynch October 2012 - December 2012
Triangle Credit Union June 2009 - December 2009
Skills
Financial Analysis, Accounting, Investments, PowerPoint, Microsoft Office, Forecasting, Portfolio Management, Finance, Management, Microsoft Excel, Research, Customer Service, Access, Microsoft Word, Outlook, Salesforce.com
Education
Bentley University 2014 — 2015
Master's Degree, Financial Planning
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance
Nashua High School South 2006 — 2010
Shannon Crowley's Merrill Lynch Experience May 2010 - August 2010
Job Account Executive Institutional Asset Management at FactSet
Industry Financial Services
Experience
FactSet March 2015 - Present
FactSet Research Systems October 2012 - March 2015
Iron Mountain June 2011 - August 2011
Bentley University January 2009 - May 2011
Merrill Lynch May 2010 - August 2010
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance
Lorenzo de'Medici University
FactSet March 2015 - Present
FactSet Research Systems October 2012 - March 2015
Iron Mountain June 2011 - August 2011
Bentley University January 2009 - May 2011
Merrill Lynch May 2010 - August 2010
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance
Lorenzo de'Medici University
Albert Boardman Albert Boardman's Merrill Lynch Experience 1998 - 2009
Job Patent Attorney at Baker Botts LLP
Industry Law Practice
Experience
Baker Botts January 2015 - Present
Patterson & Sheridan LLP 2013 - January 2015
Merrill Lynch 1998 - 2009
IBM 1988 - 1998
Education
Columbia University in the City of New York
Master of Science (M.Sc.), Computer Science
City College of New York
Bachelor's degree, Electrical Engineering
New York University
Master of Business Administration (MBA), Finance, Statistics
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (J.D.)
Baker Botts January 2015 - Present
Patterson & Sheridan LLP 2013 - January 2015
Merrill Lynch 1998 - 2009
IBM 1988 - 1998
Education
Columbia University in the City of New York
Master of Science (M.Sc.), Computer Science
City College of New York
Bachelor's degree, Electrical Engineering
New York University
Master of Business Administration (MBA), Finance, Statistics
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (J.D.)
Jeff McCullough Jeff McCullough's Merrill Lynch Experience February 2011 - October 2012
Job Investment Advisor at Koenig Investment Advisory
Industry Financial Services
Experience
Koenig Investment Advisory, LLC May 2014 - Present
George R. Pierce & Associates, LLC February 2013 - April 2014
Merrill Lynch February 2011 - October 2012
Merrill Lynch November 2008 - February 2011
Pacific Capital Resource Group November 2007 - July 2008
Education
Seattle University 2006 — 2007
Bachelor of Arts (B.A.), Finance
Bentley College 2003 — 2005
Finance
Koenig Investment Advisory, LLC May 2014 - Present
George R. Pierce & Associates, LLC February 2013 - April 2014
Merrill Lynch February 2011 - October 2012
Merrill Lynch November 2008 - February 2011
Pacific Capital Resource Group November 2007 - July 2008
Education
Seattle University 2006 — 2007
Bachelor of Arts (B.A.), Finance
Bentley College 2003 — 2005
Finance
Ryan Vanzo's Merrill Lynch Experience May 2010 - January 2011
Job Equity Research at Manning & Napier
Industry Investment Management
Experience
Manning & Napier June 2013 - February 2015
Bentley Investment Group Bentley University September 2009 - May 2013
Forward February 2012 - May 2012
The Hughey Center For Financial Services January 2012 - February 2012
CFA Institute Investment Research Challenge Bentley University September 2011 - February 2012
GE Energy June 2011 - August 2011
Merrill Lynch May 2010 - January 2011
Portfolio LLC June 2009 - April 2010
Skills
Investments, Microsoft Excel, PowerPoint, Financial Markets, Asset Managment, Financial Modeling, Economics, Portfolio Management, Bloomberg, Equity Research, Financial Analysis, Valuation, Equities, Equity Valuation, Hedge Funds, Research, Investment Strategies, Analysis, Social Media, Trading
Education
University of Cape Town 2012 — 2012
Bachelor's degree, Accounting and Finance
Bentley University
Bachelor of Science; Bachelor of Arts, Finance and Accounting; Global Perspectives
Manning & Napier June 2013 - February 2015
Bentley Investment Group Bentley University September 2009 - May 2013
Forward February 2012 - May 2012
The Hughey Center For Financial Services January 2012 - February 2012
CFA Institute Investment Research Challenge Bentley University September 2011 - February 2012
GE Energy June 2011 - August 2011
Merrill Lynch May 2010 - January 2011
Portfolio LLC June 2009 - April 2010
Skills
Investments, Microsoft Excel, PowerPoint, Financial Markets, Asset Managment, Financial Modeling, Economics, Portfolio Management, Bloomberg, Equity Research, Financial Analysis, Valuation, Equities, Equity Valuation, Hedge Funds, Research, Investment Strategies, Analysis, Social Media, Trading
Education
University of Cape Town 2012 — 2012
Bachelor's degree, Accounting and Finance
Bentley University
Bachelor of Science; Bachelor of Arts, Finance and Accounting; Global Perspectives
Hillary Allard's Merrill Lynch Experience January 2010 - September 2010
Job Digital Consultant at The Hartford
Industry Insurance
Experience
The Hartford Digital ConsultantThe HartfordFebruary 2015 - Present
The Hartford July 2012 - February 2015
Emptoris July 2011 - July 2012
Cambridge Systematics September 2010 - July 2011
Merrill Lynch January 2010 - September 2010
New York Life February 2009 - June 2010
Skills
Data Analysis, Financial Analysis, Strategic Financial..., Access
Education
Bentley University 2007 — 2011
BS, Major: Finance Minor: Computer Information Systems
Bond University
The Hartford Digital ConsultantThe HartfordFebruary 2015 - Present
The Hartford July 2012 - February 2015
Emptoris July 2011 - July 2012
Cambridge Systematics September 2010 - July 2011
Merrill Lynch January 2010 - September 2010
New York Life February 2009 - June 2010
Skills
Data Analysis, Financial Analysis, Strategic Financial..., Access
Education
Bentley University 2007 — 2011
BS, Major: Finance Minor: Computer Information Systems
Bond University
Lionel Warshauer Lionel Warshauer's Merrill Lynch Experience September 2009 - Present
Job Private Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2009 - Present
Herbert E. Nass & Associates September 2008 - August 2009
Herzfeld & Rubin, P.C. June 2005 - December 2007
Skills
Securities, Alternative Investments, Equities, Hedge Funds, Investments, Series 7, Valuation, Asset Management, Investment Advisory, Asset Allocation, Investment Management, Wealth Management, Private Equity
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
J.D.
Haverford College 1997 — 2001
B.A., History
Collegiate 1992 — 1997
Merrill Lynch September 2009 - Present
Herbert E. Nass & Associates September 2008 - August 2009
Herzfeld & Rubin, P.C. June 2005 - December 2007
Skills
Securities, Alternative Investments, Equities, Hedge Funds, Investments, Series 7, Valuation, Asset Management, Investment Advisory, Asset Allocation, Investment Management, Wealth Management, Private Equity
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
J.D.
Haverford College 1997 — 2001
B.A., History
Collegiate 1992 — 1997
Bill Schule's Merrill Lynch Experience March 2007 - March 2012
Job Mutual Fund Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Merrill Lynch March 2007 - March 2012
Goldenberg Hehmeyer & Co. January 2006 - February 2007
Investors Bank & Trust July 2005 - December 2005
Skills
Mutual Funds, Series 7, Securities, Bloomberg, Trading Systems, Asset Allocation, Bloomberg Terminal, Electronic Trading, Financial Analysis, Fund Accounting, Derivatives
Education
Bentley University 2001 — 2005
BS, Finance
Fidelity Investments April 2012 - Present
Merrill Lynch March 2007 - March 2012
Goldenberg Hehmeyer & Co. January 2006 - February 2007
Investors Bank & Trust July 2005 - December 2005
Skills
Mutual Funds, Series 7, Securities, Bloomberg, Trading Systems, Asset Allocation, Bloomberg Terminal, Electronic Trading, Financial Analysis, Fund Accounting, Derivatives
Education
Bentley University 2001 — 2005
BS, Finance
Allison Eckert's Merrill Lynch Experience October 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
JPMorgan Securities March 2013 - September 2014
Merrill Lynch June 2010 - March 2013
WATCH CDC June 2011 - March 2012
Merrill Lynch May 2009 - June 2010
Bentley University Service-Learning Department September 2006 - May 2010
Back Pages Books (Bentley University Project) September 2008 - December 2008
Skills
Excel, Word, PowerPoint, Outlook, Customer Relations, Microsoft Excel, Customer Service, Banking, Risk Management, Financial Modeling, Finance, Series 7, TEFL, Investments, Employee Training, Teaching English as a..., Training, Financial Analysis, Microsoft Word, Management
Education
Bentley University 2006 — 2010
B.S, Economics; Finance
Lorenzo Di Medici 2008 — 2008
Pinkerton Academy 2002 — 2006
Merrill Lynch October 2014 - Present
JPMorgan Securities March 2013 - September 2014
Merrill Lynch June 2010 - March 2013
WATCH CDC June 2011 - March 2012
Merrill Lynch May 2009 - June 2010
Bentley University Service-Learning Department September 2006 - May 2010
Back Pages Books (Bentley University Project) September 2008 - December 2008
Skills
Excel, Word, PowerPoint, Outlook, Customer Relations, Microsoft Excel, Customer Service, Banking, Risk Management, Financial Modeling, Finance, Series 7, TEFL, Investments, Employee Training, Teaching English as a..., Training, Financial Analysis, Microsoft Word, Management
Education
Bentley University 2006 — 2010
B.S, Economics; Finance
Lorenzo Di Medici 2008 — 2008
Pinkerton Academy 2002 — 2006
Andrew Mazze's Merrill Lynch Experience May 2010 - August 2010
Job Investment Analyst at John Hancock
Industry Investment Management
Experience
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Liberty Mutual Insurance June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Granite State Credit Union May 2009 - August 2009
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Capital IQ, Bloomberg Terminal, Financial Modeling, Access, Valuation, Equity Research, Morningstar, Asset Allocation, Asset Managment, Corporate Finance, Outlook, Financial Statement...
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance; Minor: European history
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Liberty Mutual Insurance June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Granite State Credit Union May 2009 - August 2009
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Capital IQ, Bloomberg Terminal, Financial Modeling, Access, Valuation, Equity Research, Morningstar, Asset Allocation, Asset Managment, Corporate Finance, Outlook, Financial Statement...
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance; Minor: European history
Laurence Kagan Laurence Kagan's Merrill Lynch Experience February 2007 - July 2010
Job Kagan Cocozza Asset Managment; Kagan Law Firm, LLC
Industry Financial Services
Experience
Kagan Law Firm, LLC September 2010 - Present
Kagan Cocozza Asset Management July 2010 - Present
Merrill Lynch February 2007 - July 2010
Fisher Zucker LLC; Ominsky & Ominsky, PC November 1998 - November 2006
Skills
Estate Planning, Trusts, Trustee, Estate Tax Planning, Estate Administration, Trust Services, Special Needs Trusts, Wills, Commercial Litigation, Elder Law, Asset Protection, Retirement Planning, Fiduciary, Charitable Trusts, Litigation Support
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1998
Juris Doctor, Law
Temple University
BA, Political Science
Kagan Law Firm, LLC September 2010 - Present
Kagan Cocozza Asset Management July 2010 - Present
Merrill Lynch February 2007 - July 2010
Fisher Zucker LLC; Ominsky & Ominsky, PC November 1998 - November 2006
Skills
Estate Planning, Trusts, Trustee, Estate Tax Planning, Estate Administration, Trust Services, Special Needs Trusts, Wills, Commercial Litigation, Elder Law, Asset Protection, Retirement Planning, Fiduciary, Charitable Trusts, Litigation Support
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1998
Juris Doctor, Law
Temple University
BA, Political Science
Aaron Pinet's Merrill Lynch Experience September 2011 - December 2011
Job FSR Associate at PwC
Industry Management Consulting
Experience
Prospect Hill Community Foundation, Inc. September 2014 - Present
Bentley University September 2010 - Present
PwC June 2014 - September 2014
Liberty Mutual Insurance June 2012 - January 2014
PwC June 2013 - August 2013
PwC May 2012 - May 2012
Language Learning June 2008 - January 2012
Merrill Lynch September 2011 - December 2011
Skills
Management Consulting, Strategic Planning, Value Creation, Leadership, Financial Analysis, Public Speaking, Organizational Structure, Strategy, Business Process..., Nonprofits, Business Strategy, Change Management, Analysis, Fundraising, Bloomberg, Process Modeling, Crystal Ball, Peachtree, SAP, Microsoft Office, Global Wealth Management, SharePoint, @Risk, Microsoft Word, Microsoft Excel, PowerPoint, Morningstar, FactSet, Concur, ThomsonOne, Aura, Audit 360, organizational...
Education
Bentley University 2014 — 2015
Master of Science (MS), Accounting
Bentley University 2010 — 2014
Bachelor of Science (BS), Corporate Finance and Accounting
Haverhill High School 2006 — 2010
General Education
Prospect Hill Community Foundation, Inc. September 2014 - Present
Bentley University September 2010 - Present
PwC June 2014 - September 2014
Liberty Mutual Insurance June 2012 - January 2014
PwC June 2013 - August 2013
PwC May 2012 - May 2012
Language Learning June 2008 - January 2012
Merrill Lynch September 2011 - December 2011
Skills
Management Consulting, Strategic Planning, Value Creation, Leadership, Financial Analysis, Public Speaking, Organizational Structure, Strategy, Business Process..., Nonprofits, Business Strategy, Change Management, Analysis, Fundraising, Bloomberg, Process Modeling, Crystal Ball, Peachtree, SAP, Microsoft Office, Global Wealth Management, SharePoint, @Risk, Microsoft Word, Microsoft Excel, PowerPoint, Morningstar, FactSet, Concur, ThomsonOne, Aura, Audit 360, organizational...
Education
Bentley University 2014 — 2015
Master of Science (MS), Accounting
Bentley University 2010 — 2014
Bachelor of Science (BS), Corporate Finance and Accounting
Haverhill High School 2006 — 2010
General Education
Gustavo L. Calderón Márquez's Merrill Lynch Experience May 2011 - July 2011
Job Corporate Banking Officer (New Business Development) at FirstBank Puerto Rico
Industry Banking
Experience
FirstBank Puerto Rico November 2014 - Present
First BanCorp June 2013 - November 2014
First BanCorp June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Santander Securities June 2010 - July 2010
Skills
Bloomberg, Capital IQ, Factset, SAP, Excel, Word, PowerPoint, Access, Outlook, Microsoft Excel, Bloomberg Terminal, Business Valuation, Equity Valuation, Social Media, Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Nonprofits, Microsoft Word, Analysis, Credit, Commercial Banking, Finance, Financial Markets, Portfolio Management
Education
Bentley University 2009 — 2013
Bachelor of Science, Corporate Finance and Accounting
Colegio Marista 1995 — 2009
High School
FirstBank Puerto Rico November 2014 - Present
First BanCorp June 2013 - November 2014
First BanCorp June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Santander Securities June 2010 - July 2010
Skills
Bloomberg, Capital IQ, Factset, SAP, Excel, Word, PowerPoint, Access, Outlook, Microsoft Excel, Bloomberg Terminal, Business Valuation, Equity Valuation, Social Media, Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Nonprofits, Microsoft Word, Analysis, Credit, Commercial Banking, Finance, Financial Markets, Portfolio Management
Education
Bentley University 2009 — 2013
Bachelor of Science, Corporate Finance and Accounting
Colegio Marista 1995 — 2009
High School
Katrina Tuccio's Merrill Lynch Experience 2000 - 2002
Job Former Medical Researcher turned Entrepreneur/ Financial Planner/Advisor, 200h Certified Hatha Yoga Instructor
Industry Health, Wellness and Fitness
Experience
Yoga Yoga September 2011 - June 2012
Merrill Lynch 2000 - 2002
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
MSFP, Financial Planning and Services
Boston College 1990 — 1992
Psychology, BA
The Johns Hopkins University School of Medicine 1989 — 1990
Hartford Foundation Fellowship Scholar Award recipient, Research, Gerontology
Manhattanville College 1988 — 1990
Yoga Yoga September 2011 - June 2012
Merrill Lynch 2000 - 2002
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
MSFP, Financial Planning and Services
Boston College 1990 — 1992
Psychology, BA
The Johns Hopkins University School of Medicine 1989 — 1990
Hartford Foundation Fellowship Scholar Award recipient, Research, Gerontology
Manhattanville College 1988 — 1990
Amy Kong's Merrill Lynch Experience 2001 - November 2002
Job Experienced UXFocused Business Consultant
Industry Information Technology and Services
Experience
NuHarbor Security October 2014 - Present
Seventh Generation January 2014 - Present
Competitive Computing July 2011 - December 2013
Thomson Reuters (previously Thomson Financial) 2006 - June 2011
Thomson Reuters (previously Thomson Financial) February 2004 - 2005
PriMETRIQ May 2003 - February 2004
NYC2012 2002 - 2003
Merrill Lynch 2001 - November 2002
Merrill Lynch 2001 - 2001
Merrill Lynch June 1994 - 2001
Skills
E-commerce, Process Improvement, User Experience, Usability Testing, Data Analysis, Strategy, Business Process, Program Management, Project Management, Agile Project Management, Business Intelligence, Requirements Analysis, Business Process..., Business Requirements, Leadership, Vendor Management, Business Analysis, Product Management, Product Development, Management, SDLC, Requirements Gathering, Software Documentation, Quality Assurance, Analysis, Training, SharePoint, MS Project, Business Development, Software Development, Change Management, Testing, Visio, PMO, Market Research, Analytics, Databases, Software Project..., Analytical Skills, IT Strategy, Business Strategy, Cross-functional Team..., CRM, Project Portfolio..., Integration, Agile Methodologies, PMP, Financial Services, Consulting
Education
Bentley University 2009 — 2013
Masters of Science
Pratt Institute 1988 — 1994
Bachelors
NuHarbor Security October 2014 - Present
Seventh Generation January 2014 - Present
Competitive Computing July 2011 - December 2013
Thomson Reuters (previously Thomson Financial) 2006 - June 2011
Thomson Reuters (previously Thomson Financial) February 2004 - 2005
PriMETRIQ May 2003 - February 2004
NYC2012 2002 - 2003
Merrill Lynch 2001 - November 2002
Merrill Lynch 2001 - 2001
Merrill Lynch June 1994 - 2001
Skills
E-commerce, Process Improvement, User Experience, Usability Testing, Data Analysis, Strategy, Business Process, Program Management, Project Management, Agile Project Management, Business Intelligence, Requirements Analysis, Business Process..., Business Requirements, Leadership, Vendor Management, Business Analysis, Product Management, Product Development, Management, SDLC, Requirements Gathering, Software Documentation, Quality Assurance, Analysis, Training, SharePoint, MS Project, Business Development, Software Development, Change Management, Testing, Visio, PMO, Market Research, Analytics, Databases, Software Project..., Analytical Skills, IT Strategy, Business Strategy, Cross-functional Team..., CRM, Project Portfolio..., Integration, Agile Methodologies, PMP, Financial Services, Consulting
Education
Bentley University 2009 — 2013
Masters of Science
Pratt Institute 1988 — 1994
Bachelors
Vismay Gada's Merrill Lynch Experience July 2005 - June 2007
Job VP Compensation Strategy and Global head of Operations
Industry Investment Banking
Experience
Credit Suisse 2007 - Present
Freeborders 2007 - 2010
Merrill Lynch July 2005 - June 2007
KPMG September 2004 - June 2005
Fidelity Investments June 2004 - August 2004
Staples Inc. June 2003 - August 2003
Skills
Compensation Structure..., Deferred Compensation, Pay for Performance, Business Intelligence, Program Management, Business Analysis, Financial Services, SDLC, PeopleSoft, OBIEE, Executive Pay
Education
Bentley University 2003 — 2004
MBA, MIS
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MBA, Management Information Systems
University of Mumbai 2001 — 2002
MCOM-1, Management
University of Mumbai 1997 — 2001
BCom, Accounting and Finance
Credit Suisse 2007 - Present
Freeborders 2007 - 2010
Merrill Lynch July 2005 - June 2007
KPMG September 2004 - June 2005
Fidelity Investments June 2004 - August 2004
Staples Inc. June 2003 - August 2003
Skills
Compensation Structure..., Deferred Compensation, Pay for Performance, Business Intelligence, Program Management, Business Analysis, Financial Services, SDLC, PeopleSoft, OBIEE, Executive Pay
Education
Bentley University 2003 — 2004
MBA, MIS
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MBA, Management Information Systems
University of Mumbai 2001 — 2002
MCOM-1, Management
University of Mumbai 1997 — 2001
BCom, Accounting and Finance
Fred Yeon's Merrill Lynch Experience 2000 - 2000
Job Sourcing Analyst Strategic Sourcing & Vendor Management at Blue Cross & Blue Shield of Rhode Island
Industry Banking
Experience
Blue Cross & Blue Shield of Rhode Island August 2013 - Present
State Street February 2013 - May 2013
Supply Strategies June 2009 - November 2012
Law Offices of Bong W. Yeon 2007 - 2009
Motor Coach Industries 2005 - 2006
Motor Coach Industries 2004 - 2005
Penn Mutual 2003 - 2004
Penn Mutual 2003 - 2003
J. William Fulbright Foreign Scholarship 2001 - 2002
Merrill Lynch 2000 - 2000
Skills
Procurement, Procurement Outsourcing, Supply Chain Management, Resource Management, Strategic Outsourcing, Sales Operations, Consultants, Business Strategy, Financial Modeling, Pricing Model and..., ROI Analysis, Competitive Analysis, Contract Negotiation, Outsourcing Management, New Business Development, China Business..., Writing, Research, Valuation, Customer Service, International..., Client Development, Portuguese, French, Spanish, German, Italian, Korean, Swedish, Strategic Financial..., Strategic Planning, Strategic Thinking, Polyglot, Diversity, Vietnam sourcing, Financial Analysis, Cash Management, Leadership Development, P&L, Cost Savings Strategies, Due Diligence, Mandarin, Income Statement
Education
Bentley University 2007 — 2009
Master of Business Administration (MBA), Management, Cumulative GPA: 3.55 / GPA in Concentration: 3.93
Connecticut College 1997 — 2000
Bachelor of Arts (B.A.), Economics
Blue Cross & Blue Shield of Rhode Island August 2013 - Present
State Street February 2013 - May 2013
Supply Strategies June 2009 - November 2012
Law Offices of Bong W. Yeon 2007 - 2009
Motor Coach Industries 2005 - 2006
Motor Coach Industries 2004 - 2005
Penn Mutual 2003 - 2004
Penn Mutual 2003 - 2003
J. William Fulbright Foreign Scholarship 2001 - 2002
Merrill Lynch 2000 - 2000
Skills
Procurement, Procurement Outsourcing, Supply Chain Management, Resource Management, Strategic Outsourcing, Sales Operations, Consultants, Business Strategy, Financial Modeling, Pricing Model and..., ROI Analysis, Competitive Analysis, Contract Negotiation, Outsourcing Management, New Business Development, China Business..., Writing, Research, Valuation, Customer Service, International..., Client Development, Portuguese, French, Spanish, German, Italian, Korean, Swedish, Strategic Financial..., Strategic Planning, Strategic Thinking, Polyglot, Diversity, Vietnam sourcing, Financial Analysis, Cash Management, Leadership Development, P&L, Cost Savings Strategies, Due Diligence, Mandarin, Income Statement
Education
Bentley University 2007 — 2009
Master of Business Administration (MBA), Management, Cumulative GPA: 3.55 / GPA in Concentration: 3.93
Connecticut College 1997 — 2000
Bachelor of Arts (B.A.), Economics
maura wolfson-foster's Merrill Lynch Experience February 2007 - March 2012
Job OptumRx consultant at UnitedHealthcare
Industry Financial Services
Experience
UnitedHealthcare May 2013 - Present
Merrill Lynch February 2007 - March 2012
Skills
Investments, Customer Service, Public Speaking, Financial Analysis, Banking, Contract Negotiation, Photography, Digital Photography, Business Planning, Selling, Employee Benefits, Negotiation, Photoshop, Management, Microsoft Excel
Education
Bennington College 1972 — 1976
Bachelor of Fine Arts (BFA)
UnitedHealthcare May 2013 - Present
Merrill Lynch February 2007 - March 2012
Skills
Investments, Customer Service, Public Speaking, Financial Analysis, Banking, Contract Negotiation, Photography, Digital Photography, Business Planning, Selling, Employee Benefits, Negotiation, Photoshop, Management, Microsoft Excel
Education
Bennington College 1972 — 1976
Bachelor of Fine Arts (BFA)
Vladimir Elgort's Merrill Lynch Experience 1998 - 2000
Job
Industry Law Practice
Experience
Sony Corporation of America 2006 - Present
Weil Gotshal & Manges 2004 - 2006
Chadbourne & Parke 2002 - 2004
Merrill Lynch 1998 - 2000
Skills
Intellectual Property, Licensing, Litigation, Valuation, Patent Litigation, Negotiation, Patent Prosecution, Mergers, Patents, Joint Ventures
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
Doctor of Law (JD)
New York University 1994 — 1998
Sony Corporation of America 2006 - Present
Weil Gotshal & Manges 2004 - 2006
Chadbourne & Parke 2002 - 2004
Merrill Lynch 1998 - 2000
Skills
Intellectual Property, Licensing, Litigation, Valuation, Patent Litigation, Negotiation, Patent Prosecution, Mergers, Patents, Joint Ventures
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
Doctor of Law (JD)
New York University 1994 — 1998
Allyson Baroni's Merrill Lynch Experience January 2011 - Present
Job Wealth Management Banker
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Eaton Vance September 2003 - December 2010
Education
Bentley University 1998 — 2002
RMIT University 2001 — 2001
Economics
Merrill Lynch January 2011 - Present
Eaton Vance September 2003 - December 2010
Education
Bentley University 1998 — 2002
RMIT University 2001 — 2001
Economics
Frank Puccio's Merrill Lynch Experience June 2007 - August 2007
Job Senior Associate at Audax Private Equity
Industry Venture Capital & Private Equity
Experience
Audax Group July 2015 - Present
Quad-C Management, Inc. July 2013 - June 2015
RBS Citizens Capital Markets May 2012 - July 2013
RBS Citizens Capital Markets December 2010 - May 2012
NewStar Financial June 2008 - December 2010
Merrill Lynch June 2007 - August 2007
Skills
LBO, Leveraged Finance, Debt, Credit Analysis, Capital Markets, Financial Modeling, Financial Structuring, Private Equity, Investment Banking
Education
Bentley University 2004 — 2008
Bachelor of Science, Corporate Finance and Accounting
RMIT University 2006 — 2006
Audax Group July 2015 - Present
Quad-C Management, Inc. July 2013 - June 2015
RBS Citizens Capital Markets May 2012 - July 2013
RBS Citizens Capital Markets December 2010 - May 2012
NewStar Financial June 2008 - December 2010
Merrill Lynch June 2007 - August 2007
Skills
LBO, Leveraged Finance, Debt, Credit Analysis, Capital Markets, Financial Modeling, Financial Structuring, Private Equity, Investment Banking
Education
Bentley University 2004 — 2008
Bachelor of Science, Corporate Finance and Accounting
RMIT University 2006 — 2006
Amanda Lasher Ross's Merrill Lynch Experience July 2013 - Present
Job National Retirement Specialist Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch January 2013 - July 2013
Merrill Lynch January 2011 - January 2013
Merrill Lynch August 2007 - January 2011
Fidelity Investments September 2006 - August 2007
Skills
Series 7, Series 63, Series 65, Series 24, CRPC, CRPS, CFM, Insurance
Education
Center for Creative Leadership
Organizational Leadership
College for Financial Planning
Chartered Retirement Plan Specialist
College for Financial Planning
Chartered Retirement Planning Counselor
Bentley University 1997 — 2001
BS, Economics/Finance
Merrill Lynch July 2013 - Present
Merrill Lynch January 2013 - July 2013
Merrill Lynch January 2011 - January 2013
Merrill Lynch August 2007 - January 2011
Fidelity Investments September 2006 - August 2007
Skills
Series 7, Series 63, Series 65, Series 24, CRPC, CRPS, CFM, Insurance
Education
Center for Creative Leadership
Organizational Leadership
College for Financial Planning
Chartered Retirement Plan Specialist
College for Financial Planning
Chartered Retirement Planning Counselor
Bentley University 1997 — 2001
BS, Economics/Finance
Patrick Mullins, CFP®'s Merrill Lynch Experience January 2011 - May 2013
Job SVP, Sr. Product Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust May 2013 - Present
Merrill Lynch January 2011 - May 2013
Merrill Lynch January 2010 - December 2010
Bank of America December 2006 - December 2009
Citizens Bank 2002 - 2006
Fidelity Investments November 1996 - December 2001
1784 investor services 1994 - 1996
First Data Corporation 1990 - 1994
Skills
Series 7, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, 401k, Investments, Retirement, Series 63, Retirement Planning, Relationship Management, Series 24, Fixed Annuities, Insurance, Investment Management, Financial Services, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1993
MBA, Business Adminstration
Suffolk University - Sawyer School of Management 1985 — 1990
Bachelor of Science, Business Administration and Management, General
U.S. Trust May 2013 - Present
Merrill Lynch January 2011 - May 2013
Merrill Lynch January 2010 - December 2010
Bank of America December 2006 - December 2009
Citizens Bank 2002 - 2006
Fidelity Investments November 1996 - December 2001
1784 investor services 1994 - 1996
First Data Corporation 1990 - 1994
Skills
Series 7, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, 401k, Investments, Retirement, Series 63, Retirement Planning, Relationship Management, Series 24, Fixed Annuities, Insurance, Investment Management, Financial Services, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1993
MBA, Business Adminstration
Suffolk University - Sawyer School of Management 1985 — 1990
Bachelor of Science, Business Administration and Management, General
Heidi Joseph's Merrill Lynch Experience 1983 - 2007
Job Princeton Area Real Estate Residential Specialist BHHS F&R Realtors
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors March 2013 - Present
Merrill Lynch 1983 - 2007
Merrill Lynch 1983 - 2007
Skills
Strategic Planning, Portfolio Management, Fixed Income, Series 7, Marketing Strategy, Wealth Management, Strategic Financial..., Management, Asset Management, Equities, Financial Modeling, Business Development, Financial Services, Risk Management, Hedge Funds, Vendor Management, Alternative Investments, Marketing, Capital Markets, Series 63, Investments, Retirement Planning, Leadership, Asset Allocation, Business Strategy, Investment Advisory, Financial Advisory, Financial Analysis, Securities, Social Media, Team Building, Market Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1980 — 1983
Rutgers University-New Brunswick 1973 — 1977
BS, Microbiology
Berkshire Hathaway HomeServices Fox & Roach, Realtors March 2013 - Present
Merrill Lynch 1983 - 2007
Merrill Lynch 1983 - 2007
Skills
Strategic Planning, Portfolio Management, Fixed Income, Series 7, Marketing Strategy, Wealth Management, Strategic Financial..., Management, Asset Management, Equities, Financial Modeling, Business Development, Financial Services, Risk Management, Hedge Funds, Vendor Management, Alternative Investments, Marketing, Capital Markets, Series 63, Investments, Retirement Planning, Leadership, Asset Allocation, Business Strategy, Investment Advisory, Financial Advisory, Financial Analysis, Securities, Social Media, Team Building, Market Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1980 — 1983
Rutgers University-New Brunswick 1973 — 1977
BS, Microbiology
Bibek Das's Merrill Lynch Experience April 2011 - December 2012
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Merrill Lynch April 2011 - December 2012
Prudential Financial 2010 - 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Office, Project Management, Leadership, Analysis, Business Strategy, Public Speaking, Statistics, Management
Education
Tulane University - A.B. Freeman School of Business 2007 — 2009
Master of Business Administration (MBA)
Bengal Engineering and Science University, Shibpur
Bachelor of Science (BS), Electrical and Electronics Engineering
Morgan Stanley March 2013 - Present
Merrill Lynch April 2011 - December 2012
Prudential Financial 2010 - 2011
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Office, Project Management, Leadership, Analysis, Business Strategy, Public Speaking, Statistics, Management
Education
Tulane University - A.B. Freeman School of Business 2007 — 2009
Master of Business Administration (MBA)
Bengal Engineering and Science University, Shibpur
Bachelor of Science (BS), Electrical and Electronics Engineering
Andrew Langerman's Merrill Lynch Experience 1982 - 1985
Job Risk Management / Structured Finance / Derivatives
Industry Financial Services
Experience
Fortis Bank 2006 - 2007
Deutsche Bank Securities 2001 - 2002
Bear Stearns 1993 - 2001
Credit Agricole Indosuez 1990 - 1993
Drexel Burnham Lambert 1985 - 1990
Merrill Lynch 1982 - 1985
Skills
Financial Risk, Derivatives, Capital Markets, Securities, Valuation, Credit Derivatives, Fixed Income, Trading, Market Risk, Structured Finance, Risk Management, Equities, Bonds, Hedge Funds, Emerging Markets, Financial Modeling, Structured Products, Securitization, Leadership, Asset Management, Options, Investment Banking, Financial Markets, ABS, Executive Management, Credit, CDO
Education
Bennington College
Coursera
The University of Chicago
Fortis Bank 2006 - 2007
Deutsche Bank Securities 2001 - 2002
Bear Stearns 1993 - 2001
Credit Agricole Indosuez 1990 - 1993
Drexel Burnham Lambert 1985 - 1990
Merrill Lynch 1982 - 1985
Skills
Financial Risk, Derivatives, Capital Markets, Securities, Valuation, Credit Derivatives, Fixed Income, Trading, Market Risk, Structured Finance, Risk Management, Equities, Bonds, Hedge Funds, Emerging Markets, Financial Modeling, Structured Products, Securitization, Leadership, Asset Management, Options, Investment Banking, Financial Markets, ABS, Executive Management, Credit, CDO
Education
Bennington College
Coursera
The University of Chicago
Fran Beecy's Merrill Lynch Experience January 2007 - August 2008
Job Senior Investment Consultant at PFE Group
Industry Financial Services
Experience
PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
merrill lynch 2007 - 2008
Fidelity Investments 2000 - 2007
Fidelity Investments 2000 - 2007
Fidelity 2000 - 2007
Fidelity Investments 2000 - 2007
Scudder 1992 - 1995
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1990
MS, Finance
Boston College 1982 — 1985
PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
merrill lynch 2007 - 2008
Fidelity Investments 2000 - 2007
Fidelity Investments 2000 - 2007
Fidelity 2000 - 2007
Fidelity Investments 2000 - 2007
Scudder 1992 - 1995
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1990
MS, Finance
Boston College 1982 — 1985
Erik Grossman's Merrill Lynch Experience March 2007 - March 2009
Job Financial Professional
Industry Financial Services
Experience
Bank of America March 2009 - February 2014
Merrill Lynch March 2007 - March 2009
JPMorgan Chase March 2005 - March 2007
Chadbourne & Parke LLP October 2001 - March 2005
Skills
Capital Markets, Fixed Income, Equities, Hedge Funds, Structured Finance, Bonds, Loans, Investment Banking, Credit, Asset Management, Alternative Investments, Trading, Private Equity, Leveraged Finance, Financial Structuring, Bloomberg, Banking, Finance, Financial Risk, CAMS, Anti Money Laundering, Investigation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD, Law
Boston University 1992 — 1995
Master of Arts, Criminal Justice
Lehigh University 1986 — 1990
Bachelor of Arts (B.A.), Psychology
Dwight Englewood
Dwight Englewood
Bank of America March 2009 - February 2014
Merrill Lynch March 2007 - March 2009
JPMorgan Chase March 2005 - March 2007
Chadbourne & Parke LLP October 2001 - March 2005
Skills
Capital Markets, Fixed Income, Equities, Hedge Funds, Structured Finance, Bonds, Loans, Investment Banking, Credit, Asset Management, Alternative Investments, Trading, Private Equity, Leveraged Finance, Financial Structuring, Bloomberg, Banking, Finance, Financial Risk, CAMS, Anti Money Laundering, Investigation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD, Law
Boston University 1992 — 1995
Master of Arts, Criminal Justice
Lehigh University 1986 — 1990
Bachelor of Arts (B.A.), Psychology
Dwight Englewood
Dwight Englewood
Hanler Perez's Merrill Lynch Experience April 2007 - April 2009
Job Controller at ACON Investments
Industry Accounting
Experience
ACON Investments July 2014 - Present
PwC May 2011 - July 2014
ePlus, Inc November 2009 - April 2011
Merrill Lynch April 2007 - April 2009
PricewaterhouseCoopers, LLP September 2005 - March 2007
New Era Accounting & Taxes Services December 2003 - June 2005
Skills
Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Audits, Internal Audit, SOX 404, Asset Management, Financial Reporting, Financial Services, USA PATRIOT Act, Private Equity, SEC filings, Auditing, Tax, General Ledger, Financial Statements, Accounting, Risk Management, Financial Analysis, GAAP, Finance, Sarbanes-Oxley, External Audit, Financial Accounting, Corporate Finance, Management, SEC Filings, Assurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, Management
Bentley University
B.S., Accounting
ACON Investments July 2014 - Present
PwC May 2011 - July 2014
ePlus, Inc November 2009 - April 2011
Merrill Lynch April 2007 - April 2009
PricewaterhouseCoopers, LLP September 2005 - March 2007
New Era Accounting & Taxes Services December 2003 - June 2005
Skills
Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Audits, Internal Audit, SOX 404, Asset Management, Financial Reporting, Financial Services, USA PATRIOT Act, Private Equity, SEC filings, Auditing, Tax, General Ledger, Financial Statements, Accounting, Risk Management, Financial Analysis, GAAP, Finance, Sarbanes-Oxley, External Audit, Financial Accounting, Corporate Finance, Management, SEC Filings, Assurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, Management
Bentley University
B.S., Accounting
Elliot Wittlin's Merrill Lynch Experience December 2005 - March 2007
Job Credit Trader at Kingdon Capital
Industry Capital Markets
Experience
Hutchin Hill Capital April 2015 - Present
Kingdon Capital November 2011 - April 2015
James Caird Asset Management (Formerly Moore Credit Fund) January 2011 - November 2011
Kingdon Capital December 2009 - January 2011
Swiss Re March 2007 - December 2009
Merrill Lynch December 2005 - March 2007
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Capital Markets, Credit
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2002 — 2005
J.D., Law
Case Western Reserve University 1997 — 2001
BA, Major: History; Minor: Political Science
Hutchin Hill Capital April 2015 - Present
Kingdon Capital November 2011 - April 2015
James Caird Asset Management (Formerly Moore Credit Fund) January 2011 - November 2011
Kingdon Capital December 2009 - January 2011
Swiss Re March 2007 - December 2009
Merrill Lynch December 2005 - March 2007
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Capital Markets, Credit
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2002 — 2005
J.D., Law
Case Western Reserve University 1997 — 2001
BA, Major: History; Minor: Political Science
Chris Harrison, CPA's Merrill Lynch Experience 2003 - 2006
Job Senior Director at LifePoint
Industry Accounting
Experience
LifePoint Hospitals August 2013 - Present
Parallon Business Solutions September 2011 - August 2013
HCA August 2007 - September 2011
Horne LLP January 2007 - August 2007
Merrill Lynch 2003 - 2006
Skills
Accounting, Financial Analysis, Internal Audit, Financial Reporting, Excel, Finance, Management, Healthcare, Process Improvement, Healthcare Consulting, Auditing
Education
Belmont University - Jack C. Massey Graduate School of Business 2006 — 2007
MAcc
Tennessee Wesleyan College 1994 — 1998
Bachelor of Science
LifePoint Hospitals August 2013 - Present
Parallon Business Solutions September 2011 - August 2013
HCA August 2007 - September 2011
Horne LLP January 2007 - August 2007
Merrill Lynch 2003 - 2006
Skills
Accounting, Financial Analysis, Internal Audit, Financial Reporting, Excel, Finance, Management, Healthcare, Process Improvement, Healthcare Consulting, Auditing
Education
Belmont University - Jack C. Massey Graduate School of Business 2006 — 2007
MAcc
Tennessee Wesleyan College 1994 — 1998
Bachelor of Science
Stephen Vacher, CFP®'s Merrill Lynch Experience August 2008 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2008 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2000 - 2007
Skills
Investments, Mutual Funds, Series 63, Series 7, Wealth Management, 401k, Asset Allocation, Asset Management, Financial Planning, Financial Services, Insurance, Investment Advisory, Portfolio Management, Retirement, Retirement Planning, Securities
Education
Bryant University 1990 — 1994
BS, Finance
Bentley College - Elkin B. McCallum Graduate School of Business
Merrill Lynch August 2008 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2000 - 2007
Skills
Investments, Mutual Funds, Series 63, Series 7, Wealth Management, 401k, Asset Allocation, Asset Management, Financial Planning, Financial Services, Insurance, Investment Advisory, Portfolio Management, Retirement, Retirement Planning, Securities
Education
Bryant University 1990 — 1994
BS, Finance
Bentley College - Elkin B. McCallum Graduate School of Business
Mitchell Ash's Merrill Lynch Experience 1996 - 2006
Job Legal Services Professional
Industry Legal Services
Experience
Lehman Brothers 2006 - 2008
Merrill Lynch 1996 - 2006
Education
Benjamin N. Cardozo School of Law, Yeshiva University
JD, Law
Vassar College
BA, English
Lehman Brothers 2006 - 2008
Merrill Lynch 1996 - 2006
Education
Benjamin N. Cardozo School of Law, Yeshiva University
JD, Law
Vassar College
BA, English
Kevin Rostowsky's Merrill Lynch Experience May 2001 - March 2008
Job Co President NXT Real Estate Finance at NXT Capital
Industry Real Estate
Experience
NXT Capital September 2009 - Present
Lansing LLC June 2008 - March 2010
Merrill Lynch May 2001 - March 2008
Merrill Lynch Capital 2001 - 2008
GE Capital January 2001 - April 2001
Heller Financial March 1993 - April 2001
Travelers Insurance December 1988 - February 1993
Education
Bentley University
BS, Finance
Michigan State University
NXT Capital September 2009 - Present
Lansing LLC June 2008 - March 2010
Merrill Lynch May 2001 - March 2008
Merrill Lynch Capital 2001 - 2008
GE Capital January 2001 - April 2001
Heller Financial March 1993 - April 2001
Travelers Insurance December 1988 - February 1993
Education
Bentley University
BS, Finance
Michigan State University
Earie St. Hilarie's Merrill Lynch Experience June 2006 - July 2008
Job Chief Compliance Officer at Broad Street Wealth Management, Inc.
Industry Legal Services
Experience
Broad Street Wealth Management, Inc. 2012 - Present
Two Sigma Investments December 2008 - July 2011
Merrill Lynch June 2006 - July 2008
Merrill Lynch May 2005 - May 2006
Skills
Corporate Governance, Securities Regulation, FINRA, Securities, Series 7
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2004 — 2006
LLM, LAW
Broad Street Wealth Management, Inc. 2012 - Present
Two Sigma Investments December 2008 - July 2011
Merrill Lynch June 2006 - July 2008
Merrill Lynch May 2005 - May 2006
Skills
Corporate Governance, Securities Regulation, FINRA, Securities, Series 7
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2004 — 2006
LLM, LAW
Cherie Arruda's Merrill Lynch Experience May 2009 - Present
Job Credit Executive at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2009 - Present
Bank of America November 2007 - May 2009
Fleet Bank 1999 - 2004
Fleet Bank 2001 - 2003
BankBoston 1990 - 1999
Skills
Residential Homes, Credit, Operations Management, Mortgage Lending, Strategy, Loans
Education
Bentley University 1992 — 1996
MBA, Finance
St. Lawrence University 1986 — 1990
BA, Economics, History
Merrill Lynch May 2009 - Present
Bank of America November 2007 - May 2009
Fleet Bank 1999 - 2004
Fleet Bank 2001 - 2003
BankBoston 1990 - 1999
Skills
Residential Homes, Credit, Operations Management, Mortgage Lending, Strategy, Loans
Education
Bentley University 1992 — 1996
MBA, Finance
St. Lawrence University 1986 — 1990
BA, Economics, History
Earie St. Hilarie's Merrill Lynch Experience December 2008 - 2009
Job Legal & Compliance at Two Sigma Investments
Industry Financial Services
Experience
Two Sigma Investments December 2008 - Present
Merrill Lynch December 2008 - 2009
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2004 — 2006
Master, Law
Two Sigma Investments December 2008 - Present
Merrill Lynch December 2008 - 2009
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2004 — 2006
Master, Law
Michael Bellody's Merrill Lynch Experience November 1998 - August 2000
Job Vice President at Fisher Investments
Industry Investment Management
Experience
Fisher Investments February 2001 - Present
Mellon Financial August 2000 - February 2001
Merrill Lynch November 1998 - August 2000
Prudential Securities July 1996 - November 1998
Prudential Financial 1994 - 1996
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Wealth Management, Financial Planning, Fixed Income, Equities, Securities, Retirement Planning, Investment Advisory, 401k, Mutual Funds, Bonds, Alternative Investments, Asset Managment, Investment Strategies, Investment Management, Series 65, Financial Services
Education
Bentley University 1990 — 1994
BA, Economics
South Catholic High School 1986 — 1990
Fisher Investments February 2001 - Present
Mellon Financial August 2000 - February 2001
Merrill Lynch November 1998 - August 2000
Prudential Securities July 1996 - November 1998
Prudential Financial 1994 - 1996
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Wealth Management, Financial Planning, Fixed Income, Equities, Securities, Retirement Planning, Investment Advisory, 401k, Mutual Funds, Bonds, Alternative Investments, Asset Managment, Investment Strategies, Investment Management, Series 65, Financial Services
Education
Bentley University 1990 — 1994
BA, Economics
South Catholic High School 1986 — 1990
Brent Wachter's Merrill Lynch Experience October 1996 - August 2000
Job Transmission System Controller at CenterPoint Energy
Industry Utilities
Experience
CenterPoint Energy January 2015 - Present
CenterPoint Energy December 2013 - January 2015
INGENCO July 2011 - May 2012
EnvaPower March 2008 - April 2009
Dyax November 2007 - March 2008
Harris & Dial, PC December 2004 - October 2007
Harris & Dial, PC September 2003 - December 2004
Merrill Lynch October 1996 - August 2000
Skills
Grid Management, Transmission Operation, Power System Operations, Generation Scheduling, Energy Markets, Natural Gas, Forecasting, Electricity Markets, Commodity Markets, Trading, Power Plants, Energy, Financial Modeling, Renewable Energy, Financial Analysis, Gas, Commodity, Negotiation, Operations Management
Education
University of Houston 2013 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.0
Bentley University
Bachelor of Science, Finance
Hunterdon Central Regional High School
HS Diploma, Economics
CenterPoint Energy January 2015 - Present
CenterPoint Energy December 2013 - January 2015
INGENCO July 2011 - May 2012
EnvaPower March 2008 - April 2009
Dyax November 2007 - March 2008
Harris & Dial, PC December 2004 - October 2007
Harris & Dial, PC September 2003 - December 2004
Merrill Lynch October 1996 - August 2000
Skills
Grid Management, Transmission Operation, Power System Operations, Generation Scheduling, Energy Markets, Natural Gas, Forecasting, Electricity Markets, Commodity Markets, Trading, Power Plants, Energy, Financial Modeling, Renewable Energy, Financial Analysis, Gas, Commodity, Negotiation, Operations Management
Education
University of Houston 2013 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.0
Bentley University
Bachelor of Science, Finance
Hunterdon Central Regional High School
HS Diploma, Economics
Brian Shade's Merrill Lynch Experience August 2011 - November 2012
Job DoddFrank Swap Dealer Compliance at Royal Bank of Scotland
Industry Law Practice
Experience
Royal Bank of Scotland November 2012 - Present
Merrill Lynch August 2011 - November 2012
NADA JAIN, P.C. June 2009 - August 2011
Pressler and Pressler 2007 - 2008
Skills
Legal Research, Litigation, Licensing, Civil Litigation, Patents, Intellectual Property, Financial Regulation, Compliance, Policy & Procedure..., Regulatory Submissions, Research, Trademarks, Privacy Law, Corporate Governance, Legal Writing, Legal Compliance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2008 — 2011
Juris Doctor, Law, Intellectual Property and Communications Law, International and Comparative Law, Litigation
University of Florida 1998 — 2004
Bachelor of Science, Animal Science
JHS
Royal Bank of Scotland November 2012 - Present
Merrill Lynch August 2011 - November 2012
NADA JAIN, P.C. June 2009 - August 2011
Pressler and Pressler 2007 - 2008
Skills
Legal Research, Litigation, Licensing, Civil Litigation, Patents, Intellectual Property, Financial Regulation, Compliance, Policy & Procedure..., Regulatory Submissions, Research, Trademarks, Privacy Law, Corporate Governance, Legal Writing, Legal Compliance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2008 — 2011
Juris Doctor, Law, Intellectual Property and Communications Law, International and Comparative Law, Litigation
University of Florida 1998 — 2004
Bachelor of Science, Animal Science
JHS
Matthew Darula's Merrill Lynch Experience March 2005 - June 2005
Job Project Leader, LMB Strategy & Business Development at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance March 2013 - Present
EMC August 2012 - March 2013
Hedgeye Risk Management, LLC July 2011 - August 2012
Staples February 2011 - July 2011
Staples August 2009 - February 2011
GE Commercial Finance May 2008 - August 2008
Merrill Lynch March 2005 - June 2005
Skills
Financial Analysis, Finance, Analysis, Analytics, Forecasting
Education
Bentley University 2005 — 2009
B.S, Finance
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance March 2013 - Present
EMC August 2012 - March 2013
Hedgeye Risk Management, LLC July 2011 - August 2012
Staples February 2011 - July 2011
Staples August 2009 - February 2011
GE Commercial Finance May 2008 - August 2008
Merrill Lynch March 2005 - June 2005
Skills
Financial Analysis, Finance, Analysis, Analytics, Forecasting
Education
Bentley University 2005 — 2009
B.S, Finance
Kara Lemberger's Merrill Lynch Experience June 2007 - July 2007
Job Counsel Bank of America Merrill Lynch
Industry Law Practice
Experience
Bank of America October 2010 - Present
Kaplan PMBR February 2010 - October 2010
Stuart Weitzman LLC June 2008 - August 2008
Merrill Lynch June 2007 - July 2007
Bingham McCutchen May 2006 - August 2006
Skills
Contract Negotiation, Contract Law, Intellectual Property, Licensing, Trademarks, Copyright Law, Corporate Law, Legal Writing, Commercial Litigation, Legal Research, Litigation, Litigation Support, Technology/Software...
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Juris Doctor, Concentration in Intellectual Property
University of Michigan 2002 — 2006
BA, English, Philosophy
Bank of America October 2010 - Present
Kaplan PMBR February 2010 - October 2010
Stuart Weitzman LLC June 2008 - August 2008
Merrill Lynch June 2007 - July 2007
Bingham McCutchen May 2006 - August 2006
Skills
Contract Negotiation, Contract Law, Intellectual Property, Licensing, Trademarks, Copyright Law, Corporate Law, Legal Writing, Commercial Litigation, Legal Research, Litigation, Litigation Support, Technology/Software...
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Juris Doctor, Concentration in Intellectual Property
University of Michigan 2002 — 2006
BA, English, Philosophy
Mark Segien's Merrill Lynch Experience May 1996 - February 2002
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America February 2002 - March 2009
Merrill Lynch May 1996 - February 2002
MRS Technology Inc January 1987 - May 1996
BTU International May 1983 - January 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
M.B.A., Business
Massachusetts Institute of Technology 1980 — 1982
M.S., Mechanical Engineering
Rensselaer Polytechnic Institute 1976 — 1980
B.S., Mechanical Engineering
Bank of America February 2002 - March 2009
Merrill Lynch May 1996 - February 2002
MRS Technology Inc January 1987 - May 1996
BTU International May 1983 - January 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
M.B.A., Business
Massachusetts Institute of Technology 1980 — 1982
M.S., Mechanical Engineering
Rensselaer Polytechnic Institute 1976 — 1980
B.S., Mechanical Engineering
Joseph R Fiorie's Merrill Lynch Experience May 2011 - August 2011
Job Trading Support Specialist at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - August 2015
Investment Banking Institute - iBanking.com April 2015 - May 2015
T3 Trading Group, LLC September 2012 - January 2015
J. Fiorie & Co. April 2008 - April 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Project Finance, Portfolio Management, Mutual Funds, Equities, Real Estate, Corporate Finance, Economics, Bloomberg, Finance, ETFs, Morningstar, Financial Reporting, Cost Accounting, Budgets, Analysis, Microsoft Office, PowerPoint, Microsoft Word, Trading, Market Research, Financial Markets, Investments, Sales, Leadership, Microsoft Excel, Valuation, Investment Banking, Equity Research, Trade Operations, Visual Basic, VBA, SQL, MySQL
Education
Bentley University 2008 — 2012
BS, Finance, International Economics, 3.3/4.0
Pittsford Sutherland High School 2004 — 2008
Advanced Regents Diploma, 3.5/4.0
JPMorgan Chase & Co. June 2015 - August 2015
Investment Banking Institute - iBanking.com April 2015 - May 2015
T3 Trading Group, LLC September 2012 - January 2015
J. Fiorie & Co. April 2008 - April 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Project Finance, Portfolio Management, Mutual Funds, Equities, Real Estate, Corporate Finance, Economics, Bloomberg, Finance, ETFs, Morningstar, Financial Reporting, Cost Accounting, Budgets, Analysis, Microsoft Office, PowerPoint, Microsoft Word, Trading, Market Research, Financial Markets, Investments, Sales, Leadership, Microsoft Excel, Valuation, Investment Banking, Equity Research, Trade Operations, Visual Basic, VBA, SQL, MySQL
Education
Bentley University 2008 — 2012
BS, Finance, International Economics, 3.3/4.0
Pittsford Sutherland High School 2004 — 2008
Advanced Regents Diploma, 3.5/4.0
Peter Damascus's Merrill Lynch Experience August 1997 - Present
Job Wealth Management Advisor
Industry Investment Management
Experience
Merrill Lynch August 1997 - Present
Skills
Retirement Planning, Wealth Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
JD, Securities & International Trade
Pace University - Lubin School of Business 1985 — 1988
BBA, Entrepreneurship, Chemisty, Philosophy
Ardsley high
University of Southern California
Merrill Lynch August 1997 - Present
Skills
Retirement Planning, Wealth Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
JD, Securities & International Trade
Pace University - Lubin School of Business 1985 — 1988
BBA, Entrepreneurship, Chemisty, Philosophy
Ardsley high
University of Southern California
Christopher Hearne's Merrill Lynch Experience October 2010 - April 2012
Job Trading Assistant at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2013 - Present
Eaton Vance August 2012 - March 2013
Merrill Lynch October 2010 - April 2012
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Finance, General
Eaton Vance March 2013 - Present
Eaton Vance August 2012 - March 2013
Merrill Lynch October 2010 - April 2012
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Finance, General
Jim Weinstock's Merrill Lynch Experience December 2005 - June 2007
Job Senior Vice President
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2007 - Present
Merrill Lynch December 2005 - June 2007
Advest, Inc. September 1998 - December 2005
Alex. Brown & Sons September 1995 - September 1998
Paine Webber September 1991 - September 1995
Gruntal & Co. 1987 - 1988
Gruntal & Co. 1987 - 1988
Skills
Series 7, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Alternative Investments, Securities, Fixed Income, Due Diligence, Retirement Planning, Wealth Management, Series 63, Investment Advisory, Retirement, Equities, Financial Advisory, Strategic Financial...
Education
Bennington College 1975 — 1978
Bachelor of Arts (BA), Politics Economics Video
White Plains High School
Janney Montgomery Scott LLC June 2007 - Present
Merrill Lynch December 2005 - June 2007
Advest, Inc. September 1998 - December 2005
Alex. Brown & Sons September 1995 - September 1998
Paine Webber September 1991 - September 1995
Gruntal & Co. 1987 - 1988
Gruntal & Co. 1987 - 1988
Skills
Series 7, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Alternative Investments, Securities, Fixed Income, Due Diligence, Retirement Planning, Wealth Management, Series 63, Investment Advisory, Retirement, Equities, Financial Advisory, Strategic Financial...
Education
Bennington College 1975 — 1978
Bachelor of Arts (BA), Politics Economics Video
White Plains High School
Dottie Demkovich's Merrill Lynch Experience 2005 - 2007
Job Financial Investment Professional
Industry Investment Banking
Experience
Merrill Lynch 2005 - 2007
Edward Jones 1997 - 2001
Merrill Lynch 1976 - 1995
Skills
Retirement Planning, Customer Service, Financial Analysis, Investments, Business Planning, Estate Planning, Investment Management, Wealth Management..., Wealth
Education
Indiana University Bloomington 1972 — 1975
education
Benedictine University
Whiting High School
Merrill Lynch 2005 - 2007
Edward Jones 1997 - 2001
Merrill Lynch 1976 - 1995
Skills
Retirement Planning, Customer Service, Financial Analysis, Investments, Business Planning, Estate Planning, Investment Management, Wealth Management..., Wealth
Education
Indiana University Bloomington 1972 — 1975
education
Benedictine University
Whiting High School
Brian DaSilva's Merrill Lynch Experience June 2011 - December 2011
Job Accountant at Serlin Haley LLP
Industry Accounting
Experience
Serlin Haley LLP September 2012 - Present
Samet & Company January 2012 - April 2012
Merrill Lynch June 2011 - December 2011
Reed Business Information April 2011 - July 2011
Skills
Accounting, American History, Crystal Ball, Excel, HR Management, HTML, Microsoft Office, Photoshop, PowerPoint, Web Design, Windows XP Professional, Windows 7, Microsoft Excel, Financial Analysis, Data Analysis, Investments, Tax, Access, Finance
Education
Bentley University 2008 — 2012
BS, Accountancy, Minor in Management, Minor in History
Milford High School 2004 — 2008
High School Diploma
Serlin Haley LLP September 2012 - Present
Samet & Company January 2012 - April 2012
Merrill Lynch June 2011 - December 2011
Reed Business Information April 2011 - July 2011
Skills
Accounting, American History, Crystal Ball, Excel, HR Management, HTML, Microsoft Office, Photoshop, PowerPoint, Web Design, Windows XP Professional, Windows 7, Microsoft Excel, Financial Analysis, Data Analysis, Investments, Tax, Access, Finance
Education
Bentley University 2008 — 2012
BS, Accountancy, Minor in Management, Minor in History
Milford High School 2004 — 2008
High School Diploma
Christopher Maltes's Merrill Lynch Experience September 2009 - December 2009
Job Marketing Analyst, Strategy and Planning at Visa
Industry Marketing and Advertising
Experience
Visa November 2014 - Present
Visa September 2012 - November 2014
Fidelity Investments September 2010 - September 2012
Stax Inc. May 2010 - September 2010
Merrill Lynch September 2009 - December 2009
BPD Bank June 2009 - August 2009
Banco Popular Dominicano, C. x A. June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Strategic Planning, Marketing, Bloomberg, Marketing Analytics, Data Analysis, Audience Measurement, Performance Management, Key Performance..., Social Media, Social Media Marketing, Social Media Measurement, Data Analytics, Analytics, Finance, Investments, Management, Strategy, Microsoft Office
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance and Global Perspectives
Carol Morgan School 1992 — 2006
Diploma, High School
Visa November 2014 - Present
Visa September 2012 - November 2014
Fidelity Investments September 2010 - September 2012
Stax Inc. May 2010 - September 2010
Merrill Lynch September 2009 - December 2009
BPD Bank June 2009 - August 2009
Banco Popular Dominicano, C. x A. June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Strategic Planning, Marketing, Bloomberg, Marketing Analytics, Data Analysis, Audience Measurement, Performance Management, Key Performance..., Social Media, Social Media Marketing, Social Media Measurement, Data Analytics, Analytics, Finance, Investments, Management, Strategy, Microsoft Office
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance and Global Perspectives
Carol Morgan School 1992 — 2006
Diploma, High School
Andrew M. Bajt's Merrill Lynch Experience 2005 - 2005
Job OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds May 2013 - Present
OppenheimerFunds March 2013 - April 2013
OppenheimerFunds 2012 - February 2013
Davis Capital Management 2011 - 2012
JPMorgan Chase 2008 - 2011
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch 2005 - 2005
Skills
Equity Valuation, Fixed Income Research, Portfolio Management, Asset Management, Inside Sales, Treasury Management, Equity Research, Series 7, Series 63
Education
Bentley University
Bachelor of Science (B.S.)
Lake Forest Academy
OppenheimerFunds May 2013 - Present
OppenheimerFunds March 2013 - April 2013
OppenheimerFunds 2012 - February 2013
Davis Capital Management 2011 - 2012
JPMorgan Chase 2008 - 2011
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch 2005 - 2005
Skills
Equity Valuation, Fixed Income Research, Portfolio Management, Asset Management, Inside Sales, Treasury Management, Equity Research, Series 7, Series 63
Education
Bentley University
Bachelor of Science (B.S.)
Lake Forest Academy
Brian N. Kennedy's Merrill Lynch Experience July 2015 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
KCG Holdings, Inc. August 2014 - June 2015
Knight Capital Group July 2012 - August 2014
Knight Capital Group June 2010 - June 2012
Skills
Electronic Trading, Electronic Trading..., Algorithms, Trading, Equity Trading, Security Operations, Bloomberg, Equities, Series 7, Fixed Income, Hedge Funds, Series 63, Trading Systems, FINRA, ETFs, Options, Capital Markets, Securities, Series 24, Derivatives, Financial Markets, Personal Shopping
Education
Bentley University 2003 — 2007
Bachelor of Science (BS), Finance, General
Bentley University 2003 — 2007
Bachelor of Science (BS), Finance, General
Merrill Lynch July 2015 - Present
KCG Holdings, Inc. August 2014 - June 2015
Knight Capital Group July 2012 - August 2014
Knight Capital Group June 2010 - June 2012
Skills
Electronic Trading, Electronic Trading..., Algorithms, Trading, Equity Trading, Security Operations, Bloomberg, Equities, Series 7, Fixed Income, Hedge Funds, Series 63, Trading Systems, FINRA, ETFs, Options, Capital Markets, Securities, Series 24, Derivatives, Financial Markets, Personal Shopping
Education
Bentley University 2003 — 2007
Bachelor of Science (BS), Finance, General
Bentley University 2003 — 2007
Bachelor of Science (BS), Finance, General
Wendy Gao, MBA's Merrill Lynch Experience January 2005 - August 2005
Job Finance Professional in Corporate Development and Financial Planning & Analysis
Industry Hospital & Health Care
Experience
Paradigm November 2013 - Present
Brookdale Senior Living July 2008 - January 2013
Brookdale Senior Living November 2005 - July 2008
Merrill Lynch January 2005 - August 2005
Gaylord Opryland Hotel March 2001 - August 2002
KFC September 1994 - May 1999
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Budgets, Due Diligence, Variance Analysis, Valuation, Management, Financial Forecasting, Cash Flow, Account Reconciliation, Business Intelligence, Portfolio Management, Financial Reporting, Financial Planning
Education
Belmont University - Jack C. Massey Graduate School of Business 2003 — 2005
MBA, Finance
The Manchester Metropolitan University / University Center Cezar Ritz 1998 — 2001
Master of Social Science, Hospitality Administration/Management
Paradigm November 2013 - Present
Brookdale Senior Living July 2008 - January 2013
Brookdale Senior Living November 2005 - July 2008
Merrill Lynch January 2005 - August 2005
Gaylord Opryland Hotel March 2001 - August 2002
KFC September 1994 - May 1999
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Budgets, Due Diligence, Variance Analysis, Valuation, Management, Financial Forecasting, Cash Flow, Account Reconciliation, Business Intelligence, Portfolio Management, Financial Reporting, Financial Planning
Education
Belmont University - Jack C. Massey Graduate School of Business 2003 — 2005
MBA, Finance
The Manchester Metropolitan University / University Center Cezar Ritz 1998 — 2001
Master of Social Science, Hospitality Administration/Management
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank