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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Merrill Lynch Employees
The Fly January 2010 - Present
The Fly September 2004 - January 2010
Coffee, Sugar & Cocoa Exchange May 2003 - September 2004
Condor Capital February 2002 - May 2003
Merrill Lynch August 2000 - February 2002
Skills
News Writing, Equity Research, Breaking News, Equities, Social Media, Media Relations, Capital Markets, Online News, Bloomberg Terminal, Press Releases, Trading, Valuation, Headline Writing, Investments, Journalism, Investor Relations, Public Relations, Real Time Monitoring, Market Data, Leadership, Commodity Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Arts (BA), Economics
Merrill Lynch March 2012 - September 2013
Trillium Trading September 2009 - November 2011
Goldman Sachs January 2009 - April 2009
Platinum Financial Partners LLC September 2008 - November 2008
HSBC Securities June 2008 - August 2008
Ernst & Young January 2008 - March 2008
Deloitte & Touche June 2007 - August 2007
Bristol-Myers Squibb May 2006 - September 2006
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS
West Windsor - Plainsboro South 2001 — 2005
AIG November 2012 - November 2013
Pershing November 2008 - November 2012
BNP Paribas 2007 - 2008
UBS Wealth Management November 2000 - May 2007
Merrill Lynch 1995 - 2000
Merrill Lynch 1995 - 2000
Merrill Lynch 1995 - 2000
Skills
Talent Acquisition, Talent Management, Onboarding, Applicant Tracking..., Performance Management, Deferred Compensation, HRIS, Employee Relations, Employee Engagement, Recruiting, Human Resources, PeopleSoft, Technical Recruiting, Workforce Planning, Vendor Management, Financial Services, Sourcing, College Recruiting, Change Management, Personnel Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1995
MS, Human Resource Management
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1994
BA, Labor Studies, History
Management Recruiters, Bedminster, NJ, 908-541-9223, alhauser@prodigy.net 1998 - Present
Rickel Home Centers 1986 - 1998
Merrill Lynch 1979 - 1986
M. Lowenstein & Sons, Inc. 1975 - 1979
Skills
Talent Acquisition, Recruiting, Executive Search, Permanent Placement, Interviews, Sourcing, Management, Human Resources, Internet Recruiting, Merchandising, Performance Management, Marketing, Personnel Management, Retail, Coaching, HRIS, Sales, Temporary Placement, Hiring, Team Building, New Business Development, Employee Relations, Mergers, Talent Management, Budgets, Cold Calling, Applicant Tracking..., Technical Recruiting, Payroll, Loss Prevention, Deferred Compensation, Account Management, Negotiation, Labor Relations, Supply Chain, SDLC, College Recruiting, Onboarding, Succession Planning, Telecommunications, Mergers & Acquisitions, Networking, Human Relations, Learning & Development, Compensation & Benefits..., Wholesale, Recruitment, Reference Checking, Full-cycle Recruiting, Leadership
Education
Rutgers University, Graduate School of Business Administration, MBA
MBA, Human Resources & Finance
Rutgers University
BA, Economics & Marketing
Catalent Pharma Solutions February 2013 - September 2013
Catalent Pharma Solutions July 2011 - February 2013
Catalent Pharma Solutions May 2010 - July 2011
Merrill Lynch February 2009 - August 2009
Skills
Microsoft Excel, Validation, Computer System..., Change Control, Process Improvement, Strategic Planning, Business Analysis, Management, Pharmaceutical Industry, GxP, Community Outreach, Microsoft Office, Cross-functional Team..., Life Sciences, Marketing
Education
Rutgers University 2005 — 2010
Bachelor's degree, Economics, Political Science
BRC Capital Management LLC January 2014 - Present
Deutsche Bank December 2008 - June 2013
Merrill Lynch August 2006 - December 2008
PricewaterhouseCoopers August 2004 - August 2006
ASCO Valve December 1999 - September 2002
Skills
Derivatives, Options, Trading, Financial Modeling, Risk Management, Hedging, Portfolio Management, Energy Markets, Trading Systems, Commodity, Valuation, Analysis, Finance, Securities, Energy, Structured Finance, Hedge Funds, Market Risk, Commodity Markets, Fixed Income, Capital Markets, Swaps, Bloomberg, Equities, Proprietary Trading, FX Options, Financial Markets, Structured Products, Electronic Trading, Equity Derivatives, Quantitative Finance, Trading Strategies
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA, Financial Engineering
Rutgers University-New Brunswick 1994 — 1999
Bachelors, Mathematics and Economics
Hyperion July 2011 - Present
MySupport January 2014 - Present
Cargo Chief August 2015 - Present
Bizly January 2015 - Present
The Crowd's Line September 2015 - Present
Disruptive Multimedia January 2015 - Present
BlackRock January 2011 - February 2012
Bank of America May 2009 - December 2010
Merrill Lynch June 2008 - August 2008
Apple Inc. 2007 - 2008
Skills
Digital Media, Strategy, Analytics, Start-ups, Strategic Partnerships, Marketing, New Business Development, Entrepreneurship, Product Management, Digital Marketing, E-commerce, Social Networking, Marketing Strategy, Mobile Devices, Financial Modeling, Management, CRM, Venture Capital, Business Strategy, Business Development, Business Planning, Finance, Analysis, Sales, User Experience, Financial Analysis, Mergers & Acquisitions, Digital Strategy, Competitive Analysis
Education
Rutgers University-New Brunswick 2006 — 2009
B.A., Economics, Political Science
Merrill Lynch February 2006 - Present
Morgan Stanley Smith Barney April 1992 - February 2006
Discount Corporation of New York 1989 - 1992
RMJ Securities Corporation 1986 - 1989
Skills
Series 65, Series 7, 401k Rollovers, Wealth Management, Series 63, Saving for Education, 529 Plans, Separately Managed..., Wealth Management..., Retirement Planning, Asset Allocation, Investment Advisory, FINRA, Financial Analysis, Investment Strategies, Estate Planning, Personal Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1986
Bachelor of Science, Marketing
Shawnee High School
OppenheimerFunds June 2014 - Present
Goldman Sachs April 2011 - April 2014
Merrill Lynch July 2006 - April 2011
Merrill Lynch April 2003 - July 2006
Merrill Lynch January 2000 - March 2003
Merrill Lynch December 1997 - January 2000
Skills
Retirement, Series 63, Mutual Funds, Financial Services, Series 24, Series 7, 401k, Retirement Planning, Investment Management, Investment Advisory, Alternative Investments, Wealth Management, ETFs, Fixed Income, Investments, Asset Managment, Asset Allocation, Strategic Financial..., Uniform Combined State..., Hedge Funds, Equities, Financial Advisory, Securities, Series 65, Investment Strategies, FINRA, Relationship Management, Asset Management, Capital Markets
Education
Mason Gross School of the Arts 1988 — 1993
BM, Music
Rutgers University-New Brunswick 1988 — 1993
Tse Group May 2014 - Present
Tse Group December 2010 - May 2014
Merrill Lynch July 2010 - December 2010
Skills
Real Estate, Investments, Real Estate Development, Investment Properties, Negotiation, Strategic Planning, Contract Negotiation, Property Management, Property, Investors
Education
New York University 2011 — 2011
Real Estate
Rutgers University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Cabeus, Inc. 2015 - 2015
Acro Pharmaceutical Services June 2013 - September 2013
Rutgers Business School 2013 - 2013
Aetna December 2007 - December 2011
Aetna 2007 - 2010
Merrill Lynch January 2005 - March 2007
Skills
Outlook, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, English, Windows, Research, Teaching, Photoshop, Microsoft SQL Server, Process Improvement, Training, Management, Analysis
Education
Rutgers University 2011 — 2013
Master of Business Administration (M.B.A.), Pharmaceutical Marketing and Management and Business Strategy
Outlier Solutions Inc. March 2015 - Present
WeiserMazars LLP 2012 - Present
UBS Investment Bank 2005 - 2010
Merrill Lynch 1991 - 2005
Skills
Hedge Funds, Tax, Wealth Management, Investment Banking, Private Equity, FATCA, Equities, Auditing, Account Reconciliation, Tax Law, Financial Analysis, Financial Services, Tax Preparation, Accounting, Due Diligence, Tax Advisory, International Tax, Corporate Tax, Withholding, Mergers & Acquisitions, Corporate Finance, Banking, Business Analysis, Financial Reporting, Tax Research, Tax Accounting, Income Tax
Education
Seton Hall University School of Law 1993 — 1996
JD, Taxation
Rutgers University-New Brunswick 1988 — 1992
BA, Political Science & Russian
Morgan Stanley June 2013 - Present
Barclays Investment Bank August 2012 - May 2013
Merrill Lynch March 2010 - March 2012
Merrill Lynch June 2008 - March 2010
First Investors 2006 - 2006
Skills
Series 7, Operations Management, Project Management, Minitab, Microsoft Office, P&L Responsibility, KYC, AML, Compliance Operations, Compliance, Compliance Procedures, Multi-tasked, Multi-language, Highly detail oriented, Analytic Thinking, Analytic Thinker, Securities, Trading, Back Office, Settlement, Financial Services, Derivatives, FINRA, Fixed Income
Education
New York University, Stern School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Financial Information Systems
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
B.S., Marketing
JP Stevens High School 2000 — 2004
GBTA March 2013 - Present
Global Business Travel Association (GBTA) November 2011 - March 2013
Strategic Financial Consulting LLC August 2010 - November 2011
Travelport February 2002 - November 2009
Merrill Lynch September 2000 - February 2002
AT&T July 1996 - September 2000
Skills
Financial Modeling, Project Management, Mergers, Business Strategy, Management, Business Process..., Forecasting, Mergers & Acquisitions, Budgets, Strategic Planning, Finance
Education
Rutgers University-New Brunswick 1992 — 1996
BS, Finance
Benefit Sources & Solutions April 2010 - Present
AEPG June 2008 - April 2010
Merrill Lynch October 2005 - June 2008
Education
Rutgers University-New Brunswick 2000 — 2005
Simpbiz Consultants January 2014 - Present
New Jersey Community Capital September 2011 - April 2012
Merrill Lynch September 2009 - August 2010
Skills
Case Management, Community Outreach, Nonprofits, Patient Safety, Vital Signs, Project Management, Creative Problem Solving, Critical Thinking, Data Analysis, Research, Teaching
Education
Rutgers University-New Brunswick 2011 — 2014
Bachelor of Arts (B.A.), Economics
University of Ghana 2004 — 2008
Bachelor's degree, Psychology
Wells Fargo October 2014 - Present
Hartford Funds January 2014 - October 2014
Merrill Lynch-Private Banking and Investments Group September 2011 - March 2013
Merrill Lynch 2004 - 2013
Skills
Leadership, Training, Marketing, Sales Management, Financial Analysis, Investments, Wealth Management, Series 7, Mutual Funds, Series 63, Banking, Business Strategy, Asset Management, Equities, Sales, Strategy, Financial Services
Education
Hofstra University-Zarb School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1994
Bachelor of Arts (B.A.), Economics
Novo Nordisk Inc September 2010 - February 2011
Wolters Kluwer, contractor Kelly Services June 2009 - August 2009
Sovereign Bank May 2004 - June 2009
Sovereign Bank February 2008 - April 2009
Sovereign Bank May 2004 - May 2008
Sovereign Bank April 2004 - February 2008
Ronans January 1991 - January 2004
Dai Ichi Kango Bank - The Netherlands August 1988 - January 1991
Merrill Lynch October 1985 - June 1988
Skills
Employee Benefits, Sales, Talent Acquisition, Coaching, New Hire Orientations, Recruiting, HRIS, Onboarding, Human Resources, Applicant Tracking..., Screening, Organizational..., Cold Calling, Interviews, Hiring, Payroll, Technical Recruiting, Sourcing, Training, Employee Relations
Education
Rutgers University-New Brunswick 1981 — 1985
B.S., Major in Economics with minor in Finance, concentration in Accounting
Greer Laboratories February 2011 - Present
Schering-Plough Pharmaceuticals May 1998 - March 2010
SCHERING-PLOUGH INC May 1998 - March 2010
SCHERING-PLOUGH INC May 1998 - March 2010
Diabetes Division May 1998 - July 1999
INNOVEX/SCHERING-PLOUGH INC April 1996 - May 1998
Merrill Lynch March 1994 - September 1995
Anheuser-Busch Inc May 1989 - January 1994
Skills
Territory, Allergy, Dermatology, Managed Care, Hospital Sales, Sales Operations, Selling, Marketing, Diabetes, Sales Effectiveness, Sales, Pharmaceutical Sales, Pulmonology, Cardiology, Pharmaceutical Industry, Product Launch, Endocrinology, Neurology, Urology, Gastroenterology, Leadership, Rheumatology, Account Management
Education
Rutgers College, Rutgers University 1986 — 1988
B.A, Communications, 3.25 GPA
Rutgers University-New Brunswick
Bachelor's degree, Communication
O'Connor Davies, LLP February 2014 - Present
Wilson Elser October 2012 - January 2014
Saint John's School of Law August 2012 - January 2013
PKF-O'Conner Davies February 2012 - May 2012
St. John's University January 2012 - May 2012
AGINS, SIEGEL June 2010 - August 2011
VOLUNTEER INCOME TAX ASSISTANCE (VITA) February 2008 - April 2009
BDO SEIDMAN LLP June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Litigation, Westlaw, Courts, Lexis, Legal Research, Litigation Support, Legal Writing, Arbitration, Civil Litigation, Tax, Commercial Litigation, Corporate Law, Access, Mediation, Intellectual Property, Accounting, Tax Preparation
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Masters, Financial Accounting
Saint John's University School of Law 2009 — 2012
Doctor of Law (J.D.), Law
RUTGERS SCHOOL OF BUSINESS 2005 — 2009
B.S;, Accounting
Fannie Mae August 2014 - Present
Bank of America April 2010 - August 2014
Merrill Lynch July 2006 - April 2010
Merrill Lynch May 2005 - January 2006
Skills
Fixed Income, Trading Systems, SharePoint, PMP, SDLC, Enterprise Architecture, PMO, Agile Methodologies, Business Analysis, Portfolio Management, Software Project..., Unix, Electronic Trading, Integration, Project Portfolio..., Business Process..., Project Delivery, Vendor Management, SOA, Business Requirements, IT Strategy, Solution Architecture, Equities, Risk Management, User Acceptance Testing, Requirements Gathering, Investment Banking, Derivatives, SQL, Visio, Agile Project Management, Data Warehousing, Requirements Analysis, Sybase, Software Development, Business Process Design, Data Modeling, ETL, Reference Data, PL/SQL, Market Risk, Business Process..., Oracle, Credit Derivatives, Resource Management, Business Process, Market Data, Systems Analysis, Equity Derivatives, Business Intelligence
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelor of Science, Electrical & Computer Engineering
Ralph Lauren July 2013 - June 2015
Unilever October 2010 - April 2013
Unilever August 2008 - October 2010
Trane (formerly American Standard) May 2003 - June 2008
Merrill Lynch December 1999 - May 2003
Fragomen 1998 - 1999
Skills
Recruiting
Education
Rutgers University-New Brunswick 1994 — 1998
Billtrust March 2015 - Present
Fetch the Day, LLC www.fetchtheday.com June 2013 - Present
DRS Technologies, Inc. October 2006 - December 2012
DRS Technologies, Inc. October 2006 - October 2008
Ladenburg Thalmann & Co., Inc. July 2005 - October 2006
ABN AMRO May 2002 - July 2004
C.E. Unterberg, Towbin March 1999 - October 2001
Merrill Lynch January 1998 - December 1998
Skills
Investor Relations, Strategy, Mergers, Capital Markets, Public Speaking, Leadership, Financial Modeling, Corporate Development, Financial Analysis, Corporate Finance, M&A experience, M&A execution, M&A analysis, Valuation, Strategic Planning, Mergers & Acquisitions, Finance, Investments, Due Diligence, Equity Research, Process Improvement, Program Management, Business Strategy, Executive Management, Analysis, Budgets, Forecasting, Investment Banking, Strategic Communications, New Business Development, Corporate Communications, Competitive Analysis, Equities, Start-ups, Acquisition Integration
Education
Rutgers University-New Brunswick
BS, Finance
Rutgers, The State University of New Jersey-New Brunswick
Rutgers University Center for Management Development, Certificate, Biopharmaceutical Corporate Development
Amazon.com October 2014 - Present
Amazon.com November 2012 - October 2014
Cisco Systems May 2012 - November 2012
US Airways 2011 - July 2012
Cave Creek Capital Management June 2010 - August 2010
Credit Suisse First Boston May 2008 - August 2009
Barclays Capital April 2007 - May 2008
Merrill Lynch 2005 - 2007
Skills
Financial Modeling, Budget Process, Revenue Forecasting, Forecasting, Hyperion Planning, Microsoft Excel, Business Objects, Variance Analysis, Capital Markets, Capital Budgeting, Project Management, Data Mining, Financial Analysis, Finance, Data Analysis, Investments, Corporate Finance, Management, Analytics, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2005
Master of Science (MS), Electrical, Electronics and Communications Engineering
R. V. College of Engineering, Bangalore 1997 — 2001
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
FAPS
Bluerock Real Estate February 2015 - Present
Northwestern Mutual March 2011 - November 2014
Wells Fargo Advisors August 2010 - February 2011
Merrill Lynch November 2009 - August 2010
PNC Financial Services Group April 2009 - November 2009
UBS November 2007 - April 2009
Lakeview Mortgage Co., LLC September 1999 - October 2007
Skills
Finance, Investments, Financial Planning, Wealth Management, Management, Insurance, Sales, Strategy, Marketing, Leadership
Education
Rutgers University-New Brunswick 1988 — 1993
Bachelor of Arts, Economics
Delbarton School 1984 — 1988
Capital Group December 2014 - Present
Merrill Lynch January 2011 - November 2014
Merrill Lynch November 2008 - January 2011
BlackRock September 2006 - October 2008
Merrill Lynch 1993 - 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Equities, Fixed Income, Asset Management, Wealth Management, Investments, Asset Allocation, Hedge Funds, Series 63, Securities, Portfolio Management, Capital Markets, Investment Advisory
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor's degree, Business/Managerial Economics
Sanofi July 2015 - Present
Sanofi June 2012 - July 2015
The McGraw Hill Companies June 2010 - June 2012
Deloitte September 2007 - May 2010
Hess Corporation October 2006 - June 2007
Merrill Lynch June 2006 - August 2006
L'Oréal June 2005 - May 2006
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Auditing, US GAAP, Internal Audit, SEC filings, Financial Audits, Financial Accounting, CPA, Sarbanes-Oxley, GAAP, Variance Analysis, Financial Statements, External Audit, SEC Filings
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
Bachelor of Science, Accounting, Management and French
BlackRock October 2012 - Present
Barclays August 2011 - November 2012
Barclays Capital April 2010 - August 2011
Tyco International January 2010 - April 2010
Merrill Lynch 2000 - January 2010
merrill lynch pierce fenner smith 1999 - 2000
Merrill Lynch Investment Managers 1994 - 1999
Deloitte & Touche 1992 - 1994
Dow Jones 1990 - 1992
Deloitte Haskins and Sells 1988 - 1990
Education
Rutgers University-New Brunswick 1984 — 1988
BS
Holy Cross High School
Tishman Speyer October 2014 - Present
Friedman LLP November 2010 - October 2014
Montblanc February 2010 - May 2010
Merrill Lynch September 2005 - June 2006
Skills
Auditing, US GAAP, Accounting, SEC filings, GAAP, Microsoft Excel, Real Estate, Internal Controls, Tax, Financial Reporting, PowerPoint, SEC Filings
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2011
Masters of Accountancy
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelors of Science, Accounting
Google April 2013 - Present
Merrill Lynch May 2011 - April 2013
Rutgers University September 2004 - November 2010
Center for Advanced Infrastructure and Transportation at Rutgers February 2006 - May 2010
Mohaseb June 2003 - August 2004
Skills
Advanced data structures, reinforcement learning,..., Computer programming:..., Bayesian methods,..., Network programming, .NET, Hadoop, Big Data, R
Education
Rutgers University-New Brunswick 2004 — 2010
Ph.D., Computer Science
Sharif University of Technology 1998 — 2003
BSc, Computer Science
Morgan Stanley April 2015 - Present
Bridgewater Associates July 2013 - March 2015
Deutsche Bank November 2008 - July 2013
Jefferies & Company February 2006 - October 2008
Merrill Lynch 2004 - 2006
Skills
Project Management, Project Planning, Cross-functional Team..., Electronic Trading, Risk Management, Requirements Gathering, Requirements Analysis, SDLC, Vendor Management, Trading Systems, Integration, IT Operations, Transition Planning, Risk Assessment, Process Improvement, Enterprise Architecture, Leadership, Mergers & Acquisitions, Acquistion Integration, IT Strategy, Analysis, PMO, Business Analysis, Management, Enterprise Software, Information Technology, IT Management, Strategy, Project Portfolio...
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Systems
Rutgers, The State University of New Jersey-Newark
BA, Computer Science
Keller Williams Realty, Inc. June 2015 - Present
Merrill Lynch May 2014 - August 2014
Goldman Sachs December 2012 - January 2013
Penn State University June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, HTML, Real Estate License, Real Estate
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Human Resource Management / Economics
UBS October 2008 - Present
Merrill Lynch January 1993 - October 2008
Smith Barney January 1983 - December 1993
Schering-Plough February 1977 - December 1983
Skills
Portfolio Management
Education
Rutgers University
MBA, Finance
Johnson & Johnson June 2015 - Present
Rutgers University January 2014 - Present
Merrill Lynch September 2014 - December 2014
Evry May 2013 - August 2013
Solidia Technologies, Inc. January 2013 - March 2013
Education
Rutgers University-New Brunswick 2012 — 2016
Bachelor’s Degree
Cisco July 2015 - Present
Aspire Technology Partners January 2015 - Present
Merrill Lynch October 2012 - January 2015
Skills
Cisco Technologies, Cisco Routers, Cisco Wireless, Cisco Security, Cisco WAN, Unified Communications, Telephony, Cisco Telepresence, Cisco IOS, Cisco Information..., Cisco Nexus, Cisco Call Manager, Cisco Access Points, Cisco VoIP, Cisco IP Telephony..., Series 7, Series 66, Equities, Mutual Funds, ETFs, Stocks, Variable Life, Life Insurance, Term Life Insurance, Asset Allocation, Enterprise Software, Microsoft Office, Security, Customer Service, Networking, PowerPoint, Cloud Computing, Leadership, Microsoft Word, Social Media, SaaS
Education
Rutgers University-New Brunswick 2007 — 2011
Bachelor's Degree, Political Science and Government
Shawnee High School 2002 — 2006
High School
AARON D LLC January 2000 - Present
Optaros November 2012 - July 2015
National Audubon Society January 2004 - October 2012
MEGA International August 2003 - February 2004
Wyeth Consumer Healthcare October 2002 - July 2003
Rutgers University August 2000 - August 2002
Parkinson's Unity Walk January 2000 - April 2000
Merrill Lynch June 1998 - September 1998
Rider University September 1997 - June 1998
Skills
CSS, Apache, MySQL, XML, JavaScript, PHP, Subversion, HTML, Tortoise SVN, SQL, DHTML, Drupal, Cygwin, Shell Scripting, IIS, MAMP, WAMP, VirtualBox, vagrant, jQuery, Web Applications, E-commerce, Git, CMS
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2003
BA, Information Systems
OppenheimerFunds January 2015 - Present
OppenheimerFunds August 2012 - December 2014
Merrill Lynch June 2011 - July 2012
Jackson National Life Distributors LLC May 2009 - May 2011
The Hartford September 2006 - May 2009
Skills
Selling, Direct Sales
Education
Rutgers University-New Brunswick
Bachelor's Degree, Economics
The Hun School of Princeton
National Labor Relations Board August 2009 - Present
Merrill Lynch April 2007 - March 2009
Johnson & Johnson October 2002 - March 2007
Kelly Scientific Resources July 1998 - September 2002
Skills
Applicant Tracking..., Conflict Resolution, Employee Benefits, Employee Engagement, Employee Relations, Employment Law, HRIS, Human Resources, Interviews, Labor Relations, Leadership, Leadership Development, Management, Microsoft Excel, Nonprofits, Onboarding, Organizational..., Organizational..., Performance Management, Policy, Process Improvement, Public Speaking, Recruiting, Risk Management, Strategic Planning, Succession Planning, Talent Acquisition, Talent Management, Training
Education
NYU 2011 — 2014
Certification, Conflict and Dispute Resolution
Rutgers University-New Brunswick 2006 — 2010
Masters, Labor Studies and Employment Relations
Rutgers University-New Brunswick 2002 — 2006
BA, Labor Studies & Employment Relations
Deutsche Bank September 2012 - Present
Deutsche Bank June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
BS, Finance, General
ICAP November 2013 - Present
Goldman Sachs March 2010 - October 2013
Merrill Lynch September 2009 - March 2010
American Fidelity Mortgage December 2004 - January 2007
Skills
Fixed Income, Equities, Derivatives, Wealth Management, Bloomberg, Investment Banking, Capital Markets, Hedge Funds, Human Resources
Education
Rutgers University-New Brunswick 2005 — 2009
Bachlor's Degree, Communication, Sociology
Allianz Global Investors April 2014 - Present
Allianz Global Investors June 2010 - March 2014
Merrill Lynch August 2008 - June 2010
Merrill Lynch February 2007 - August 2008
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
Bachelors of Science, Environmental and Business Economics
RBC Capital Markets May 2010 - Present
Nomura Securities June 2009 - May 2010
SAC Capital Advisors August 2004 - March 2009
UBS Investment Bank August 2001 - August 2004
Merrill Lynch October 2000 - August 2001
iNautix Technologies / PCFN / DLJ Direct 1997 - 2000
Skills
Electronic Trading, Outsourcing Management, FIX, Equity Trading, Equity Capital Markets, Equity Derivatives, JIRA, SQL Server, Confluence, Quality Center, Equities, Trading, Market Data, Trading Systems, FX, Options, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Financial Markets, Low Latency, Smart Order Routing, SDLC, Fixed Income, Financial Risk, Microsoft SQL Server, FX Options, Credit Derivatives, Middle Office, Exchange Connectivity, Interest Rate..., Quality Assurance, Swaps, Sybase, HP Quality Center
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
B.S.
RE/MAX Coastal Real Estate 1998 - Present
Bank of America 1995 - 1998
Merrill Lynch 1985 - 1995
E F Hutton 1984 - 1985
Skills
Short Sales, Condos, Single Family Homes, Home, Sellers, Council of Residential..., Townhomes, Real Estate, Property, Relocation, National Association of..., ABR, Senior Real Estate, CDPE, Sales, First Time Home Buyers, Seniors, e-PRO, Investment Properties
Education
Webster University 1994 — 1996
Masters, Management
Rutgers College 1980 — 1984
BA, English
Merrill Lynch May 2011 - Present
AXA Advisors, LLC 2010 - 2011
Raymond C. Forbes Inc 2007 - 2008
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Business Economics
Marlboro High School 2001 — 2005
Merrill Lynch May 2010 - Present
Education
Rutgers University-New Brunswick 2006 — 2010
UBS Financial Services Inc. April 2010 - Present
Merrill Lynch January 2005 - April 2010
Quintana Design Group July 2001 - January 2005
Sara Lee Branded Apparel January 2000 - June 2001
Sara Lee Branded Apparel June 1995 - December 1999
Sara Lee Branded Apparel September 1994 - June 1995
Sara Lee Branded Apparel January 1994 - August 1994
Sara Lee Branded Apparel December 1992 - December 1993
Volkswagen Audi España, S.A. June 1991 - August 1991
Education
University of North Carolina at Greensboro 1994 — 1997
MBA
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1992
BS
Bloomberg LP June 2015 - Present
UBS August 2014 - June 2015
Merrill Lynch June 2013 - August 2013
Atlantic Records January 2013 - May 2013
PepsiCo June 2012 - August 2012
New Labor February 2012 - May 2012
Skills
Process Improvement, Social Networking, Customer Service, Time Management, Microsoft Office, Taleo, Pre-employment Testing, Microsoft Outlook, Research, Management, PowerPoint, Microsoft Excel, Social Media, Outlook, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bergen Catholic High School August 2011 - Present
Saint Mary's High School September 2007 - June 2011
Pershing LLC July 1998 - February 2006
Merrill Lynch 1993 - 1998
Education
Saint Peter's University 2006 — 2008
MA, Education
Rutgers University-New Brunswick 2003 — 2005
MHRM, Human Resources Management
Seton Hall University 1995 — 1998
MA, Corporate and Public Communication
Seton Hall University 1989 — 1993
BA, English
Glenmede Investment Management January 2011 - Present
Galileo Weather Risk Management Advisors LLC June 2009 - August 2009
Wachovia June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Portfolio Management, Investments, Derivatives, Capital Markets, Strategy, Fixed Income, Finance, Wealth Management, Bonds, Market Analysis, New Business Development, Bloomberg, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science (BS), Finance
PHS
AllianceBernstein April 2015 - Present
AllianceBernstein October 2013 - April 2015
Merrill Lynch May 2012 - October 2013
Merrill Lynch April 2011 - August 2011
Skills
Microsoft Office, HTML, JavaScript, Salesforce.com
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.)
Fonality March 2015 - Present
ShoreTel January 2013 - March 2015
M5 Networks (acquired by ShoreTel) February 2012 - January 2013
Merrill Lynch July 2011 - February 2012
Gripe Genie, Inc. May 2009 - January 2011
UBS Wealth Management March 2007 - April 2009
UBS Wealth Management March 2004 - March 2006
Management Consultant to Financial Advisors January 2003 - December 2003
UBS PaineWebber January 2000 - January 2002
LoBue Associates January 1997 - January 1999
Education
Rutgers, Graduate School of Management 1995 — 1997
MBA
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BA
Warner Music Group January 2009 - Present
Merrill Lynch September 1998 - July 2008
Engelhard Corporation/BASF October 1992 - September 1998
Skills
Intellectual Property, Trademarks, Trademark Infringement, Licensing, Domain Names, Corporate Branding, Patents, Copyright Infringement, M&A experience, Copyright Law, Legal Writing, Entertainment Law, Contract Negotiation, Mergers & Acquisitions, Due Diligence, Trade Secrets, Prosecution, Corporate Law
Education
Rutgers University-New Brunswick
BA with High Honors, French Literature/English
HSBC May 2011 - Present
HSBC / DACS Tech May 2011 - December 2012
Credit Suisse 2009 - May 2011
Credit Suisse 2005 - 2009
JPMorgan 2002 - 2005
DLJ Direct iNautix Technologies 2000 - 2002
Merrill Lynch 1999 - 1999
Merrill Lynch 1994 - 1999
Merrill Lynch 1994 - 1994
Merrill Lynch 1992 - 1993
Skills
Fixed Income, Trading Systems, Trading, Equities, Equity Derivatives, Hedge Funds, Management, FX Options, SDLC, Prime Brokerage, Financial Services, Middle Office, Project Management, Business Analysis, Risk Management, Vendor Management, PMO, Investment Banking
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1989
Bachelor of Science (BS)
K C College 1984 — 1986
HSC
ST Xaviers Boys Academy 1979 — 1984
High Schools May 2015 - Present
Freelance editor-writer (The Critical Scribe) September 2004 - Present
Physicians Financial News January 1995 - September 2004
Worrall Communications October 2001 - March 2002
AT&T July 2000 - December 2000
Merrill Lynch January 2000 - July 2000
HIGH TIMES June 1991 - April 1994
Chelsea House Publishers January 1989 - March 1990
Skills
Copy Editing, Copywriting, Editing, Editorial, Publications, Proofreading, Web Content, Publishing, Feature Articles, Journalism, Magazines, Creative Writing, Content Development, Interviews, Newspapers, Storytelling, Books, Advertising, Photography, QuarkXPress, Social Networking, Newspaper, Dreamweaver, Qualified Teacher, Blogging, Project Management
Education
Rutgers University-New Brunswick 1999 — 2000
none, World Wide Web publishing training
Stockton University 1984 — 1988
B.A., Literature
Lenape High School 1981 — 1984
High School, College Preparatory
UBS March 2014 - Present
Merrill Lynch May 2010 - February 2014
Merrill Lynch September 2007 - May 2010
Merrill Lynch January 2007 - September 2007
CheckFree May 2005 - January 2007
Prudential Financial January 2003 - May 2005
Rutgers Business School 2005 - 2005
Prudential August 2001 - January 2003
dynamicsoft April 2001 - July 2001
DTX Management October 1998 - April 2001
Skills
Marketing Strategy, Team Building, Public Speaking, Writing, Series 7, Project Management, Fundraising, Product Development, Cross-functional Team..., Program Management, Marketing, Recruiting, Business Development, Product Management, Sales, Corporate Communications, Sales Management, Sales Operations, Sales Process, Marketing Communications, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
MBA, Marketing
Fairleigh Dickinson University-Florham Campus 1996 — 1998
MA, Corporate & Organizational Communication
Fairleigh Dickinson University-Florham Campus 1992 — 1996
BS, Marketing
Merrill Lynch 1994 - 1997
Education
Rutgers University-New Brunswick 1981 — 1983
GBI, LLC January 2010 - Present
Merrill Lynch 2007 - January 2010
Merrill Lynch 2005 - 2007
Skills
Alternative Investments, Investments, Business Analysis, Management, Business Process..., Hedge Funds, Operations Management, Gold, Project Management, Precious Metals, Capital Markets, Equities, Silver, Business Planning, Business Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
mahwah highschool
Merrill Lynch July 2007 - March 2009
Education
Rutgers University-New Brunswick 2002 — 2006
Merrill Lynch November 2009 - Present
UBS Wealth Management 2005 - November 2009
Metropolitan Life Insurance Company June 2004 - April 2005
CitiStreet September 1999 - June 2004
Skills
Marketing, Financial Services, Wealth Management, Strategy, Product Marketing, 401k, Retirement, Wealth Management..., Banking, Integrated Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1998
Alliance Bernstein business analystus trust2005 - 2006
AIG 2002 - 2005
merrill lynch 1993 - 1997
merrill lynch 1989 - 1990
merrill lynch 1989 - 1990
Education
Rutgers University-New Brunswick 1983 — 1987
J.P. Morgan November 2014 - Present
Bank of America July 2013 - November 2014
J.P. Morgan September 2011 - July 2013
Credit Suisse October 2008 - September 2011
Lehman Brothers April 2007 - October 2008
Merrill Lynch November 2005 - April 2007
L'Oréal January 2001 - November 2005
Skills
Investment Banking, Financial Modeling, Business Analysis, Equities, Portfolio Management, Corporate Finance, Trading Systems, Fixed Income, Financial Analysis, Finance, Vendor Management, Valuation, Bloomberg, Hedge Funds, Derivatives, Capital Markets, Financial Advisory
Education
Rutgers University-New Brunswick
Merrill Lynch February 2013 - Present
Merrill Lynch October 2010 - February 2013
Merrill Lynch April 2007 - October 2010
Merrill Lynch April 2006 - April 2007
Merrill Lynch April 2002 - April 2004
New Media Solutions June 2000 - March 2002
Skills
Six Sigma, Excel, PowerPoint, Midas, Customer Relations, Cognos, Series 7, Series 4, Series 66, Series 24
Education
Rutgers University-New Brunswick 1996 — 2000
BS & BA, Biochemistry - Economics - Mathematics
NASDAQ October 2007 - April 2014
Smith Barney (Citi) June 2005 - July 2007
Merrill Lynch May 2000 - June 2004
Datek Online May 1999 - May 2000
Skills
Business Analysis, Series 7, Equities, Capital Markets, Securities, SDLC, Data Analysis, Options, Trading, Financial Services, Team Leadership, Analytics, Project Management, Financial Markets, Risk Management, Market Data, Fixed Income
Education
Rutgers University-New Brunswick 1995 — 1999
Merrill Lynch May 2007 - Present
UBS Wealth Management 1993 - 2007
Skills
Series 7, Wealth Management, Separately Managed...
Education
Rutgers University-New Brunswick
BA, History
Fiserv Financial Services April 2001 - Present
CheckFree Services Corporation 2001 - Present
Merrill Lynch June 1990 - September 2000
Skills
Requirements Gathering, Quality Assurance, Process Improvement, Agile Methodologies, Software Project..., Business Analysis, SDLC, Requirements Analysis, User Acceptance Testing, Business Requirements, Integration, Visio, Vendor Management, Testing
Education
Fairleigh Dickinson University-Florham Campus 1992 — 1995
MBA, Accounting
Rutgers University-New Brunswick 1985 — 1989
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts (B.A.), Economics
Educational Testing Service (ETS) September 2010 - Present
ETS September 2008 - August 2010
Strasz Assessment Systems 2006 - 2009
Tek Systems January 2008 - September 2008
Merrill Lynch January 2008 - September 2008
Strasz Assessment Systems January 2003 - December 2007
ETS 2006 - 2007
EDS 1991 - 2000
EDS (Electronic Data Systems) 1991 - 1999
Electronic Data Systems April 1991 - December 1998
Skills
SDLC, Program Management, Business Analysis, PMP, Vendor Management, PMO, Testing, IT Strategy, Project Management, Business Process, Requirements Analysis, Project Portfolio..., Software Project..., Process Improvement, Requirements Gathering, IT Management
Education
Rutgers University-New Brunswick 1984 — 1988
Bachelor's degree, Political Science and Government
Citi January 2015 - July 2015
Enterprise Products March 2012 - January 2015
Eni Trading & Shipping September 2011 - February 2012
Shell Trading July 2009 - July 2011
Citi - Citi Global Commodities July 2007 - July 2009
CITGO Petroleum January 2007 - June 2007
US Bank June 2006 - January 2007
Princeton eCom April 2001 - June 2003
Merrill Lynch 1999 - 2000
Inventa 1998 - 1999
Skills
Openlink, ETRM, Commodity Markets, Endur, Requirements Gathering, Commodity, Risk Management, SQL, Natural Gas, Energy, Trading, Financial Risk, Data Warehousing, Derivatives, Java, Oracle, Software Project..., AVS, Options, JVS, Oracle SQL
Education
Rutgers University-New Brunswick 1994 — 1998
BS, Computer Science, Economics
Bank of America May 2010 - Present
Merrill Lynch May 2005 - March 2009
American Express September 1996 - May 2003
Skills
Troubleshooting, Databases, Auditing, Lotus Notes
Education
Rutgers University-New Brunswick
Goldman Sachs September 2015 - Present
Goldman Sachs - GSS December 2011 - July 2014
Goldman Sachs - GSAM Asset Management February 2010 - November 2011
corzine09 October 2009 - November 2009
Team Jersey City April 2009 - June 2009
Goldman Sachs 1998 - November 2008
Merrill Lynch December 1991 - May 1998
Skills
Agile Methodologies, Java, Unix, SQL, SOA, Software Development, XML, SDLC, Web Services, Perl, Sybase, Enterprise Architecture, Requirements Gathering, Requirements Analysis, Software Design, Software Project..., Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
B.A., Computer Science
Hudson Catholic 1984 — 1988
Morgan Stanley Private Wealth Management April 2015 - Present
JP Morgan Private Bank November 2010 - April 2015
Merrill Lynch February 2008 - November 2010
UBS January 2005 - 2008
Mclaughlin, Piven, Vogel Securities February 2002 - January 2005
Morgan Stanley September 2000 - November 2001
Brown Brothers Harriman June 1997 - September 2000
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Labor Relations / Economics
Merrill Lynch May 2011 - Present
FIRST MANHATTAN CO January 2009 - Present
First Manhattan Company May 2006 - Present
2005-2006 June 2005 - May 2006
Loews Corporation June 2003 - August 2003
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corp Finance, Marketing, Global Business
Rutgers University-New Brunswick 2001 — 2005
RUTGERS UNIVERSITY New
Bachelor of Arts, Economics
Leonard N. Stern School of Business
Master, Business Administration
NEW YORK UNIVERSITY New
Moody's Investors Service September 2011 - Present
Moody's September 2008 - September 2011
Avaya March 2007 - September 2008
Merrill Lynch December 2006 - March 2007
Skills
Financial Modeling, Finance, Corporate Finance, Financial Analysis, Bloomberg, Valuation, Credit, Portfolio Management, Fixed Income, Investments
Education
Rutgers University-New Brunswick 2002 — 2006
Finance, History
NYU Stern School of Business
J.P. Morgan April 2013 - Present
J.P. Morgan September 2008 - April 2013
HSBC January 2006 - August 2008
J.P. Morgan January 2005 - January 2006
J.P. Morgan June 2003 - January 2005
Merrill Lynch November 2000 - August 2002
Johnson & Johnson May 1998 - April 2000
Skills
Credit, Finance, Business Development, Loans, Mortgage Lending, Portfolio Management, Banking
Education
Rutgers University 1994 — 1998
Bachelor of Science in Finance
SGS Consulting January 2008 - Present
Protiviti March 2007 - January 2008
NRT August 2004 - March 2007
Merrill Lynch 1999 - 2003
Education
Certified Public Accountant (C.P.A.)
Rutgers, The State University of New Jersey-New Brunswick
B.S., Accounting & Economics
Merrill Lynch July 2011 - Present
Merrill Lynch November 2009 - June 2011
Lincoln Financial Distributors October 2007 - February 2009
Evergreen Investments September 2005 - October 2007
Merrill Lynch July 2001 - August 2004
Skills
401k, Financial Advisory, Relationship Management, Mutual Funds, Fixed Annuities, Retirement, Retirement Planning
Education
Rutgers University-New Brunswick 1982 — 1986
Bachelor's degree, Economics
Hackensack University Medical Center June 2013 - Present
BlackRock September 2011 - May 2013
BlackRock January 2010 - August 2011
BlackRock January 2007 - December 2009
Merrill Lynch January 2005 - December 2006
Merrill Lynch September 2002 - December 2004
Merrill Lynch February 2000 - September 2002
Dun & Bradstreet April 1998 - January 2000
PwC October 1995 - April 1998
Skills
Strategic Financial..., Financial Modeling, Financial Reporting, Acquisition Integration, Due Diligence, Project Management, Asset Management, Budget Setting, Forecasting, Strategy, Mergers & Acquisitions, Internal Controls, Budgets, Cross-functional Team..., Management, Accounting, Leadership, Auditing, Analysis, Competitive Analysis, Process Improvement, Executive Management, Financial Risk
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science, Accounting, 3.93
Merrill Lynch May 2013 - Present
Wells Fargo Advisors February 2009 - April 2013
Skills
Retirement Planning, Investments
Education
Rutgers University-New Brunswick 1996 — 2000
Newark Academy 1991 — 1995
Bank of America 1998 - Present
Merrill Lynch 1998 - 2009
Deutsche Bank June 1986 - September 1998
Skills
Fixed Income, Portfolio Management, SDLC, Release Management, Risk Management, Banking, Financial Services
Education
Saint Peter's University 1996 — 2001
BSc, Computer Science (MIS)
Rutgers University-Newark 1988 — 1992
Started my Degree Program, Computer Science
ARBONNE- Inspired Beauty & Wealth-creating empowerment & financial Independenc June 2013 - Present
Howard Services September 2005 - July 2006
Citi October 2001 - June 2006
Destinations by Design, Inc. October 2000 - August 2001
Merrill Lynch January 1990 - October 2000
Skills
Beauty Industry, Sales, Customer Service, Cosmetics, Cost Management, Quality Assurance, Cross Selling, Financial Reporting, Financial Analysis, Credit Cards, Event Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1990
Bachelor of Arts, Economics/Finance
American Heart Association January 2012 - Present
American Heart Association May 2009 - January 2012
Anat Kendal, CPA/PFS, CFP(R) October 2008 - April 2009
Merrill Lynch 2008 - 2008
Merrill Lynch 2006 - 2007
AICPA 2002 - 2006
AICPA 2000 - 2002
AICPA 1998 - 2000
AICPA 1995 - 1998
Coopers & Lybrand 1988 - 1995
Skills
Strategic Financial..., Strategic Planning, Leadership, Management, Tax, Wealth Management, Managerial Finance, Budgets, Accounting, Project Planning, High Net Worth..., CPA, Business Planning, Investments, Project Management, Finance, Financial Reporting, Financial Advisory, Financial Analysis
Education
Seton Hall University
MS
Rutgers University-New Brunswick 1982 — 1986
BA
J P Stevens high school
Wharton Executive Education
Wharton Executive Education
Bank of America Merrill Lynch January 2014 - Present
Bank of America - Merrill Lynch Wealth Management February 1980 - Present
Bank of America/Merrill Lynch 1980 - Present
Merrill Lynch February 1978 - Present
Merrill Lynch January 1998 - November 2006
Skills
CRM, Program Management, Leadership, Management, Process Improvement, Project Management, Risk Management, Change Management, PMP, Six Sigma, Project Planning, Budgets, Software Project..., Portfolio Management, Equities, Business Analysis, Financial Services, Vendor Management, SDLC, Banking, Software Development, Business Process..., Resource Management, Fixed Income, IT Strategy, Project Delivery, Strategic Planning, Time Management, Enterprise Architecture, PMO, Outlook, Project Portfolio..., Teamwork
Education
Rutgers University-New Brunswick 1974 — 1978
BA, Psychology
The George Washington University - School of Business
Project Management
Horizon Blue Cross Blue Shield of New Jersey 2011 - Present
Merrill Lynch 1997 - 2010
Skills
Six Sigma, SDLC, Process Improvement, Project Portfolio..., Business Process..., Visio, Business Analysis, Risk Management, Financial Services, Cross-functional Team..., Vendor Management, Change Management
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Economics
CIT June 2013 - Present
First Coast Consulting May 2012 - June 2013
Bank of America Merrill Lynch May 2005 - February 2012
Merrill Lynch December 2002 - May 2005
Merrill Lynch Professional Clearing Corp March 2001 - April 2003
Merrill Lynch Professional Clearing Corp August 1997 - March 2001
Skills
Prime Brokerage, AML, Hedge Funds, Equities, Securities, Alternative Investments, Series 7, Series 63, Asset Managment, Capital Markets, Mutual Funds, BSA, Procedure Development, Procedural Analysis, Project Management, Report Writing, Business Process..., Proposal Generation, Cross-functional Team..., Staff Development, Trading, Financial Markets, Risk Management, Fixed Income, Vendor Management, Financial Services, Wealth Management, Derivatives, Bank Secrecy Act, Electronic Trading, Bonds, Trading Systems, Bloomberg, Investment Banking, Asset Allocation, Finance, Back Office, FX Options, Equity Derivatives, Structured Products, Equity Trading, Investments, KYC, Market Data, Portfolio Management, Investment Advisory, Financial Risk, Emerging Markets, Asset Management, Credit Derivatives
Education
Saint Joseph's University 2012 — 2014
Master's Degree, Organization Development & Leadership (MODL)
Rutgers, The State University of New Jersey-New Brunswick
BA, English
Bank of America Merrill Lynch April 2011 - Present
Merrill Lynch July 2008 - December 2011
Bank of America Merrill Lynch June 2008 - April 2011
Merrill Lynch January 2006 - September 2008
Skills
Financial Services, Project Management, Retirement, Financial Modeling, Process Improvement, Financial Analysis, Employee Benefits, Risk Management, Strategy, Banking, Vendor Management
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics/Finance/English
Mizuho Securities USA Inc. June 2011 - Present
Rabobank N.A. November 2010 - December 2010
ABN AMRO Bank and RBS Global Banking & Markets October 1999 - April 2010
Merrill Lynch 1998 - 1999
Prudential Securities August 1996 - April 1998
Citigroup 1993 - 1996
Skills
Capital Markets, Structured Finance, Credit Risk, Credit Analysis, Credit, Financial Risk, Banking, Portfolio Management, Risk Management, Loans, Investments, Mortgage Lending, Commercial Lending, Securitization, Financial Institutions, Derivatives, Loan Origination, Hedge Funds, Securities, Due Diligence, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1987
BS, Economics/Accounting
Kforce Technology Staffing/Financial Services October 2008 - Present
ValueWise/United Health-Ingenix Consulting March 2008 - October 2008
merrill lynch 1987 - 2001
merrill lynch 1987 - 2001
Education
Rutgers University-New Brunswick
BA, Economics
Bank of America Merrill Lynch January 2010 - Present
Bank of America Merrill Lynch December 2003 - January 2010
merrill lynch April 2001 - December 2003
Skills
Series 7, Equities, Series 63, Wealth Management, Securities, Relationship Management, Financial Services, Retirement Planning, 401k, Retirement, Alternative Investments, Bloomberg, Business Relationship..., CRM, Back Office, Client Services, Corporate Finance, Credit, Defined Benefit, Derivatives, Employee Benefits, Executive Pay, FINRA, Finance, Financial Advisory, Financial Analysis, Financial Markets, Financial Modeling
Education
Rutgers University-New Brunswick 1991 — 1993
BA, Polictical Science
CLSA March 2009 - Present
Merrill Lynch 2002 - 2008
Education
NYU Stern School of Business 2000 — 2002
MBA, Finance
Rutgers University-New Brunswick
Rutgers University September 2007 - Present
Merrill Lynch January 1987 - March 2005
AT&T May 1981 - December 1986
Skills
Succession Planning, Career Counseling, Talent Management, Non-profits, Recruiting, Nonprofits, Human Resources, Psychology, Teaching, Time Management, Program Development, PowerPoint, Organizational..., Deferred Compensation, Qualitative Research, Management, Training, Public Speaking, Coaching, Staff Development, Career Development, Analysis, Fundraising, Leadership, Resume Writing, Microsoft Word, Microsoft Office, Event Planning, Research, Community Outreach
Education
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
PhD, Psychology
University of South Alabama 1971 — 1973
B.A., Psychology
New York Life Real Estate Investors 1997 - Present
Merrill Lynch 1987 - 1997
Education
New York University
Rutgers University-New Brunswick
TD Bank September 2014 - Present
TD May 2012 - Present
Bank of America Merrill Lynch October 2009 - May 2012
Princeton Information April 2009 - January 2010
Merrill Lynch November 2006 - 2009
Merrill Lynch December 2006 - December 2007
The Vanguard Group January 2003 - November 2006
The Vanguard Group January 2002 - December 2002
The Vanguard Group September 1998 - January 2002
The Vanguard Group 1990 - 1998
Skills
Portfolio Management, Relationship Management, SDLC, Series 63, Waterfall, CRM, Agile Methodologies, Business Analysis, Team Leadership, Requirements Analysis, Financial Services, Management
Education
University of Phoenix 2003 — 2005
MBA, Business
Rutgers University-New Brunswick 1981 — 1988
BA, Economics, Finance, English
CenTrak July 2012 - November 2014
Merrill Lynch April 2011 - June 2012
Merrill Lynch July 2008 - March 2011
Merrill Lynch May 2007 - August 2007
Centrak May 2005 - August 2005
Education
University of Maryland College Park 2014 — 2016
Master’s Degree, Electrical Engineering - Communications and Signal Processing
Rutgers University-New Brunswick 2004 — 2008
BS, Electrical and Computer Engineering
Bank of America November 2009 - Present
Merrill Lynch June 1985 - December 2008
Compset Systems Consultants May 1981 - June 1985
MIS Support Group September 1980 - April 1981
Stat-Tech Inc. November 1978 - September 1980
Education
Rutgers University-New Brunswick 1975 — 1980
BA, Computer Science
Computershare March 2010 - Present
Computershare February 2003 - March 2010
Merrill Lynch October 1997 - November 2002
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Economics
Fidelity Investments June 2014 - Present
Merrill Lynch November 2013 - February 2014
Merrill Lynch January 2013 - November 2013
Merrill Lynch March 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Hong Kong Island Stingrays October 2007 - April 2009
Oasis Financial Partners December 2006 - September 2007
Johnson & Johnson September 2005 - March 2006
Skills
Fundraising, Public Speaking, Business Development, Nonprofits, Coaching
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
MBA, Global Business Management / Corporate Communication
Rutgers University-New Brunswick 2003 — 2006
BA, Communication, French Literature
Ernst & Young 2007 - Present
Capital Ideas 2002 - 2010
Merrill Lynch 2007 - 2008
Skills
Financial Planning, Asset Management, Investments, Asset Allocation, Investment Strategies, Investment Advisory, High Net Worth..., Strategic Financial..., Financial Advisory, Alternative Investments, Wealth Management..., Investment Management, Mutual Funds, Financial Analysis, Hedge Funds, Wealth Management, Finance, Retirement Planning, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics
Merrill Lynch June 2008 - Present
Merrill Lynch January 2001 - June 2008
Skills
Series 7, 66, 31, and 24
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), History
MedRisk, Inc March 2003 - Present
HowIsTheBaby.com May 2001 - March 2003
LawStreet.com Inc November 1999 - March 2003
Merrill Lynch May 1999 - November 1999
Deutsche Bank April 1999 - May 1999
Conversion Services International January 1996 - May 1999
Conversion Services International, Inc. January 1996 - April 1999
MovieFone November 1997 - August 1998
Bankers Trust Co February 1996 - November 1996
Skills
VisualForce, Apex, SOSL, SOQL, C#, MS Entity Framework 4.0, ASP.net MVC, JQuery, HTML, CSS, Javascript, REST, JSON, XML, SQL, JPA, Hibernate, JSF, RichFaces, JBPM, Spring MVC, VB6, ASP, TestNG
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
Bachelor of Arts (B.A.), Computer Science
Prominent Properties Sotheby's International Realty November 2001 - Present
West Gate Interior Design and Home Furnishings 1998 - 2005
Merrill Lynch 1985 - 1995
Skills
Marketing Properties..., Working with Buyers, Relocation, New construction, Luxury homes, Investment Properties, Market Trend Analysis, Downsizing, Moving up, First Time Buyers, Land, Short Sales
Education
Rutgers University 1981 — 1985
Bachelor's degree, Finance and Economics
Optimum Capital Advisors January 2005 - Present
MERRILL LYNCH March 1996 - August 2002
Education
Rutgers University-New Brunswick
BA, ECONOMICS
Humin December 2014 - Present
AirWatch by VMware July 2013 - December 2014
Bank of America July 2011 - August 2013
Merrill Lynch 2010 - 2010
Skills
Java, SQL, Unix, C++, Microsoft SQL Server, iOS development, Objective-C, C
Education
Rutgers University 2009 — 2011
Master's degree, Computer Science
Horizon Blue Cross Blue Shield of New Jersey June 2013 - Present
Healthfirst November 2011 - June 2013
Managed Health Care Associates, Inc. August 2009 - March 2012
Merrill Lynch September 2008 - December 2008
Skills
Account Management, Managed Care, Microsoft Excel, VBA, SAS, SQL, Access, Macess, PowerMHS, Databases, Query Writing, User Acceptance Testing, Management
Education
Rutgers University-New Brunswick 2007 — 2009
BA, Economics
State Street March 2013 - July 2014
Citigroup Inc September 2012 - February 2013
PwC May 2010 - August 2012
PwC October 2008 - May 2010
Merrill Lynch May 2007 - October 2008
Merrill Lynch December 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Access, Microsoft Access, Microsoft Outlook, SAP, Outlook, Microsoft Visio, Lotus Notes, DTCC, Mark-It, Thomson Reuters, SNL, Bridge, Morningstar, 10K Wizard, SQL, Finance, Risk Management, Analysis, Bloomberg, Financial Reporting, Financial Analysis, Investments, Financial Services, Business Analysis, Paladyne, Tableau, Cognos, Accounting
Education
Rutgers University 2005 — 2010
Bachelor's of Science, Finance
Ally Financial Inc. July 2012 - Present
Purcell Advisory Services, LLC December 2011 - April 2012
Merrill Lynch June 2008 - January 2009
Merrill Lynch November 2007 - January 2009
US Fiduciary September 2006 - March 2007
SEI Investments April 2002 - September 2005
Skills
Retirement, IRAs, IRS, Investment Banking, Internet Banking, Client Services, Customer Service, High Net Worth..., Financial Services, Financial Operations, Investment Portfolio, Model Portfolios, Fixed Income, Equity Trading, Securities, Securities Regulation, Back Office, Leadership
Education
Rutgers University-New Brunswick
Sociology
Merrill Lynch January 2012 - Present
County Window Cleaning June 2008 - Present
Merrill Lynch June 2011 - July 2011
Skills
Steadfast, Microsoft Office, Marketing Communications, Advertising, Administration
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Communications, Environmental Policies, Senior
Little Me Photography May 2010 - Present
Merrill Lynch March 1996 - May 2003
Skills
Photoshop CS6, Lightroom 4, Social Networking, Social Media, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Financial Services, Lifestyle Photography, Portrait Photography, Newborn photography, Children's portraiture, Graphic Design, Photography, Mac, Marketing, Advertising, Blogging, Facebook, Photoshop, Digital Photography, Adobe Creative Suite, Editing
Education
Rutgers University 1992 — 1996
BA, Communications
Sterling Property Management October 2012 - Present
United Property Management June 2008 - March 2011
Merrill Lynch June 1987 - March 2001
Skills
Portfolio Management, National Services..., Generalists, Leases, Investment Properties, Real Estate Development, Real Estate, Property Management, Residential Homes, Rentals, Management, Apartments, Team Building, Tenant, Customer Service
Education
Rutgers 1985 — 1987
Bachelor's degree, Communication and Media Studies
Rutgers University 1985 — 1987
Bachelor's degree, Communication and Media Studies
BlackRock October 2006 - Present
Merrill Lynch November 1990 - October 2006
Skills
CFP(R) CRPC (R), Series 7, 65 and 63, Member of CFA Institue,...
Education
Rutgers University
Bachelor's degree, Economics
Ares Management March 2010 - April 2013
Natixis Capital Markets February 2007 - May 2009
Merrill Lynch July 2006 - February 2007
Citigroup April 2005 - July 2006
Prudential Financial May 2003 - October 2003
Skills
Word, Excel, Wall..., Equities, Financial Services, Trading, Financial Analysis, Portfolio Management, Derivatives, Bloomberg
Education
Rutgers University 1998 — 2002
Bachelor of Arts (B.A.), Economics, Minor in Mathematics
Merrill Lynch July 2011 - Present
Education
Rutgers University-Newark 2002 — 2006
Bachelor’s Degree