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
Ameriprise Financial Services, Inc. May 2012 - Present
Merrill Lynch April 1996 - May 2012
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1986
Bachelor of Arts (B.A.), Finance, Cum Laude
Prudential July 2010 - February 2013
REF Computer Corporation September 2009 - December 2009
Merrill Lynch November 2003 - May 2008
TIAA-CREF July 1998 - September 2003
Metropolitan Life Insurance Company September 1988 - January 1998
Skills
Management Consulting, Mutual Funds, Salesforce.com, Pensions, Fixed Annuities, Financial Advisory, Sales Presentations, Investments, Employee Benefits, 401k, Asset Allocation, Finance, Defined Benefit, Management, Financial Services, Series 63, Retirement, IRAs, Training, Defined Contribution
Education
Rutgers, The State University of New Jersey-Newark
BA, Political Science
Weichert Workforce Mobility April 2014 - Present
Weichert Workforce Mobility May 2010 - Present
Weichert Workforce Mobility July 2008 - May 2010
Merrill Lynch December 2007 - July 2008
Skills
Customer Service, Customer Satisfaction, Relocation, Corporate Relocation, Accounts Payable, Account Reconciliation, Microsoft Excel, Policy Analysis, Auditing, Global Mobility, Expatriate Management, Accounting, Financial Reporting, Financial Analysis, Manage Client..., Client Counseling, International..., Awesomeness, Negotiation, Management
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2007
Bachelor's degree, Economics
Prudential Financial November 2011 - July 2014
New York Life Investment Management May 1996 - April 2011
Corning Metpath Clinical Laboratories January 1994 - April 1996
Merrill Lynch January 1991 - December 1993
Skills
Valuation, Retirement, Insurance, Financial Services, Excel, Oracle Applications, Essbase, Financial Analysis, Financial Reporting, Mutual Funds, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science, Finance
Citi Private Equity Services, Inc. December 2014 - Present
JPMorgan Chase 2011 - December 2014
UBS Wealth Management January 2010 - May 2010
Spectrum Newspaper Sacred Heart University September 2009 - May 2010
Merrill Lynch January 2009 - May 2009
Education
SACRED HEART UNIVERSITY, John F. Welch College of Business 2006 — 2010
Bachelor of Science, Finance
Sacred Heart University 2006 — 2010
Bachelor of Science (BS), Finance, General
Royal Lepage Signature Realty January 2003 - Present
Prebon International Brokers & Freedom International Bond Brokers September 1992 - November 1999
Merrill Lynch June 1982 - November 1992
Skills
Selling, Condos, Real Estate, Referrals, Sellers, First Time Home Buyers, Residential Homes, Seniors, Relocation, Investment Properties, Buyers, Luxury, Negotiation, Townhomes, Listings, Investments, Home Staging, New Home Sales, Single Family Homes, Investors, Buyer Representation, Rentals, Real Property, Marketing, Real Estate Transactions, Sales
Education
Ryerson University 1978 — 1982
Business Degree, Marketing Management
Leaside High school
Sysco June 2013 - Present
Electrolux October 2007 - May 2013
Merrill Lynch June 2006 - August 2007
Nike September 2005 - June 2006
Pfizer November 2004 - September 2005
Graybar May 2003 - November 2004
Skills
Product Development, Manufacturing, Business Objects, Business Intelligence, Process Improvement, SAP, Systems Analysis, ERP, Integration, SAP HANA 1.0 SP5, SAP Business object, Leadership, Cognos, Business Process..., SAP ERP, Data Warehousing, SAP BW, Business Analysis, SDLC, Requirements Analysis
Education
Ryerson University 1999 — 2003
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering, A
Yelp April 2015 - Present
DAC Group April 2014 - April 2015
Merrill Lynch June 2012 - August 2012
GNT Group June 2011 - August 2011
Abbott House May 2010 - September 2010
Skills
PowerPoint, Time Management, Customer Service, Sales, Social Media, Microsoft Excel, Microsoft Word, Online Advertising, Market Research, Human Resources, Marketing, Facebook, Event Planning, Leadership, Marketing Research, Online Marketing, SEO, SEM, Google Adwords, Google Analytics, Website Development, Social Media Marketing
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (BS), Marketing
John F Kennedy Catholic High School 2005 — 2009
High School, Honors/Regents High School/Secondary Diploma Program
Kwik Mortgage Corporation March 2006 - Present
NASDAQ August 2000 - June 2001
Merrill Lynch 1996 - 2001
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Loans, Credit, Residential Mortgages, USDA, Commercial Lending, FHA, VA loans, Commercial Mortgages, Reverse Mortgages, FHA financing, Refinance, 203K, Mortgage Underwriting, FHA Financing
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1996
Bachelor of Science (BS), Accounting
Portfolio Advisors September 2013 - Present
Sacred Heart University January 2010 - May 2013
Merrill Lynch September 2012 - December 2012
Nine West August 2007 - January 2011
Skills
Project Management, Microsoft Word, Microsoft Excel
Education
Sacred Heart University 2009 — 2013
Bachelor's degree, Economics; Mathematics
FUSE Research Network September 2015 - Present
Cerulli Associates January 2011 - September 2015
Verbatim Advisory Group June 2007 - December 2010
Bank of New York Mellon October 2006 - February 2007
Commonfund September 2005 - May 2006
Merrill Lynch June 2005 - September 2005
Skills
Market Research, Bloomberg, Alternative Investments, Investments, Wealth Management, Analysis, Consumer Insight, Equities, Mutual Funds, Hedge Funds, Fixed Income, Retail Sales Analysis, SPSS, Trading, Investment Strategies, Investor Behavior, English, Microsoft Excel, IBM SPSS, Strategic..., Asset Management
Education
Sacred Heart University 2002 — 2006
B.A., Dual Major: Finance and Economics
Waltham High School 1998 — 2002
Fidelity Investments December 2014 - Present
UBS January 2009 - December 2014
Merrill Lynch June 2004 - January 2009
J.P. Morgan June 2000 - September 2000
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.)
Merrill Lynch May 2013 - Present
Merrill Lynch July 2011 - May 2013
Your Big Day Event & Party Planning March 2010 - July 2011
The Green Room NYC August 2009 - December 2009
Showroom Seven/Seventh House PR January 2009 - February 2009
Student Health Advocacy for Resources and Education, UMDNJ June 2007 - August 2007
Uniformity June 2006 - June 2007
Skills
Event Planning, Excel, Social Media, Project Tracking, Access, Data Analysis, Public Relations, Fashion, Event Management, Email Marketing, Facebook, Microsoft Excel, Blogging, Photoshop, Microsoft Office, Sales
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2010
B.S., Management
Merrill Lynch September 2011 - 2012
Standard Chartered Bank December 2009 - August 2010
Ramius Capital Group May 2006 - October 2008
Rohatyn Group January 2005 - May 2006
Rothstein Kass July 1998 - December 2004
Rothstein Kass/Bisys 1997 - 2004
Skills
Hedge Funds, Alternative Investments, Fund Accounting, Fund Of Funds, Equities, Wealth Management, Philanthropy
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1997
Master, MBA in professional accounting
Merrill Lynch April 2014 - Present
Yupo Corporation America April 2013 - April 2014
Yupo Corporation America July 2011 - April 2013
Bank of America 2010 - July 2011
Verizon May 2008 - March 2010
Verizon October 2007 - May 2008
Verizon April 2006 - October 2007
Verizon 1996 - April 2006
Skills
Product Management, Telecommunications, Cross-functional Team..., Program Management, Call Center, Process Improvement, Vendor Management, Project Management, Product Marketing, Sales Management, Team Building, Product Development, Competitive Analysis, Customer Satisfaction, New Business Development, Call Centers, Leadership, Training
Education
Strome College of Business 1997 — 2003
BSBA, Business Management
Rutgers, The State University of New Jersey-Newark
Certificate, Asian Professional Development
The Buonopane Group April 2015 - Present
American Standard November 2012 - August 2013
Morgan Stanley April 2012 - June 2012
Wakefern Food Corp. June 2011 - September 2011
Merrill Lynch 2011 - 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, C++, Bloomberg Terminal, Investments, Risk Management, Equities, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2014
Master of Quantitative Finance, Financial Engineering, 3.2
Seton Hall University 2007 — 2011
Bachelor's of Science, Finance
Westfield High School 2003 — 2007
Full Diploma
J.P. Morgan Securities LLC April 2014 - Present
TD Ameritrade April 2013 - April 2014
Taylor & Johnson Investments LLC April 2012 - April 2013
Merrill Lynch June 2012 - December 2012
Charles Morgan Securities (Firm Closed) March 2012 - June 2012
John Thomas Financial January 2011 - March 2012
Stratmar Retail Services January 2010 - February 2011
Education
William E. Simon School of Business 2015 — 2016
Master's degree, Finance, General
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelor of Science (BS)
St. Benedicts Prep 2000 — 2006
Next Level Marketing June 2014 - Present
Next Level Marketing June 2012 - June 2014
Merrill Lynch June 2012 - August 2012
Skills
Proficient in Microsoft..., Certified in First Aid,..., Certified in medication..., Creative Direction, Online Marketing, Event Promotions, Social Media, Account Management, PowerPoint, Social Media Marketing, Microsoft Excel, Outlook, Analysis, Sales, Social Networking, Event Management, Market Research
Education
Sacred Heart University
Bachelor's Degree, Major in Marketing Minor in Communications
The Mutual Fund Store May 2013 - Present
Wells Real Estate Funds September 2012 - May 2013
Merrill Lynch April 2012 - September 2012
JPMorgan Chase December 2009 - April 2012
Skills
Sales, Sales Management, Salesforce.com, HR Policies, Customer Service, Customer Satisfaction, Customer Retention, Alternative Investments, Investment Strategies, Mutual Funds, Financial Services, Banking, Finance, Leadership, Series 7
Education
Strayer University (VA) 2011 — 2013
Master of Business Administration (MBA), Human Resources Management
Rutgers, The State University of New Jersey-Newark 2005 — 2009
Bachelor of Science (BS), Finance
St. Leonards Playgroup April 2010 - Present
Merrill Lynch September 2004 - September 2006
Canadian Plastics Industry Association September 2003 - June 2004
Skills
Finance, Databases, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Research, English, Event Planning, Event Management, Budgets, Social Media, Administrative...
Education
Human Resources Professional Association 2014 — 2017
CHRP, Human Resources
Ryerson University 1998 — 2002
Bachelor of Commerce (B.Com.), Business Management
Prudential Financial March 2012 - Present
Morgan Stanley Smith Barney October 2008 - January 2012
Merrill Lynch April 2005 - September 2008
AG EDWARDS, & SONS July 2003 - April 2005
Morgan Stanley March 2002 - July 2003
SMITH BARNEY September 1993 - December 1994
GOLDMAN SACHS & CO April 1992 - March 1993
HAVEN CAPITAL MANAGEMENT August 1988 - December 1990
Skills
Series 66, Series 63, Wealth Management, Equities, Customer Service, Problem Solving, Bloomberg, Trading, Series 7, Word, Customer Relations, Mutual Funds, Annuities
Education
Rutgers University 1986 — 1988
B.S, Finance
Rutgers, The State University of New Jersey-Newark 1986 — 1988
BS, Finance
United Way of Greater Toronto April 2012 - Present
United Way Toronto October 2011 - March 2012
St. Felix Centre, Heart and Stroke Foundation June 2011 - September 2011
RBC Capital Markets December 2009 - April 2011
Merrill Lynch February 2006 - November 2009
Merrill Lynch March 2005 - February 2006
MASfin Consulting placement at Banco Santander Central Hispano, S.A. 2000 - 2005
PaineWebber 1999 - 2000
Dresdner Kleinwort Benson 1997 - 1998
Education
Ryerson University 2011 — 2012
Nonprofit and Voluntary Sector Management Courses
Susquehanna University 1995 — 1999
BA, Mathematics & Computer Science double major
Northwestern Lehigh
Self-Employed 2005 - 2014
Salomon-Smith-Barney 1996 - 2004
Paine Webber 1988 - 1996
Merrill Lynch 1981 - 1988
Skills
Finance, Investments, Wealth Management, Retirement Planning
Education
Rutgers, The State University of New Jersey-Newark 1964 — 1969
Bachelor's degree, History/English
TIAA-CREF February 2015 - Present
TIAA-CREF July 2012 - February 2015
NYC Health and Hospitals Corporation October 2011 - April 2012
Capgemini January 2011 - May 2011
First New York Securities LLC December 2010 - January 2011
Barclays Wealth August 2010 - November 2010
iKindi January 2010 - August 2010
Merrill Lynch June 2009 - September 2009
IntegriDATA August 2008 - February 2009
UBS Wealth Management December 2007 - August 2008
Skills
Bloomberg Data License, Bloomberg Software, Eagle PACE, Portia, Advent Geneva, MS, Microsoft Office, Informatica, Charles River IMS, Golden Source, SQL, Toad, Investran, Omgeo Oasys, FIX, Fixed Income, CDS, FX Options, FX trading, FX Hedging, FX Derivatives, Equities, Private Equity, Hedge Funds, Bank Debt, Municipal Bonds, High Yield Bonds, Cash Management, GIC, Operations Management, Market Data, Process Improvement, Middle Office, Capital Markets, Bonds, Portfolio Management, Derivatives, Investments, Finance, Bloomberg, Asset Management, Trading, Trading Systems, Securities, Settlement, Business Analysis, Corporate Actions, Back Office, SDLC, Analysis
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1992
Bachelor of Science, Finance
Bank of America June 2012 - Present
SOA Software July 2010 - August 2012
DanBri Tech March 2009 - May 2009
Bowne September 2008 - February 2009
SOA Software October 2006 - August 2008
Merrill Lynch September 1996 - October 2006
Bank of America - Merrill Lynch 1996 - 2006
Fidelity Investments June 1994 - September 1996
Wakefern Food Corp January 1992 - January 1994
John Hancock January 1991 - January 1992
Skills
SDLC, DB2, COBOL, WebSphere MQ, PMO, CICS, Oracle, RUP, CMM, SQL, JCL, XML, Project Management, SOA, Scrum, Agile Methodologies, Enterprise Software, MS Project, Software Development, Software Project..., Requirements Analysis, Web Services, Mainframe, Visio, Requirements Gathering, Enterprise Architecture, IT Strategy, Data Warehousing, Integration, Solution Architecture, PMP, Business Analysis, Project Portfolio..., Business Intelligence, Vendor Management, ITIL, Management, Business Requirements, Leadership, Process Improvement, Program Management, Risk Management
Education
Chubb Institute 1986 — 1988
Computer Programming
Rutgers, The State University of New Jersey-Newark 1978 — 1982
Business Administration
Merrill Lynch September 2014 - Present
Fairway Market May 2013 - Present
J BRAND September 2012 - December 2012
Fairway Market May 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Fairway Market May 2011 - August 2011
Fairway Market May 2010 - August 2010
Skills
Social Media, Marketing, Mobile Applications, Salesforce.com, Integrated Marketing, Microsoft Office, Marketing Communications, Online Marketing, Social Media Marketing, Online Advertising, Advertising, Social Networking, Market Research, Digital Marketing, Event Planning, Event Management, Retail
Education
Sacred Heart University 2009 — 2013
BS in Marketing
C. Cowles & Co May 2015 - Present
Shapes and Shadows May 2014 - Present
Chartwell Food Services May 2014 - May 2015
Avon November 2008 - May 2015
Staples July 2012 - January 2014
North Haven Dept of Education October 2007 - May 2012
Brock Enterprises, LLC 1998 - October 2008
Merrill Lynch April 1994 - May 1999
Skills
Cash Management, Customer Service, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Cashiering, Cash Register, Cash Handling Experience, Petty Cash, Customer Support, Organization, Creativity Skills, Telephone Skills, Fundraising, Data Entry
Education
Ryerson University 1983 — 1987
Bachelor of Applied Arts (BAA), Administration and Information Management
Arbor Commercial Mortgage April 2015 - Present
J.P. Morgan June 2013 - April 2015
Merrill Lynch September 2012 - January 2013
Kraft Sports Group - New England Patriots May 2011 - September 2012
Skills
Leadership, PowerPoint, Microsoft Excel, Research, Social Networking, Microsoft Word, Time Management, Microsoft Office, Marketing, Investments, Public Speaking, Finance, Outlook, Investor Relations, Hedge Funds, Private Equity, Alternative Investments, Financial Services, Fund Of Funds, Financial Analysis, Strategic Planning
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (BS) - Jack Welch College Of Business, Finance & Economics
Sacred Heart University, John F. Welch College of Business 2009 — 2013
Bachelor of Science, Finance & Economics
Daiichi Sankyo November 2009 - Present
Metro September 2009 - November 2009
Merrill Lynch January 2007 - January 2009
D. Townsend and Associates March 2006 - January 2007
Skills
Accounting, Accounts Payable, Access, QuickBooks, SAP, General Ledger, Auditing, Inventory Management, Cash Management, Credit, Internal Audit, Finance, Payroll, Financial Analysis, Management, Financial Reporting, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, US GAAP, Microsoft Excel, Account Reconciliation
Education
Rutgers, The State University of New Jersey-Newark
Bachelors Degree, Accounting
HSBC January 2014 - Present
Citigroup September 2011 - December 2013
HSBC April 2010 - September 2011
Credit Suisse January 2004 - April 2010
Deutsche Bank, New York December 1996 - January 2004
Barclays Bank June 1994 - December 1996
Bankers Trust August 1989 - June 1994
Merrill Lynch February 1985 - August 1989
Skills
Risk Management, Banking, Capital Markets, Regulatory Capital, Financial Analysis, Forecasting, Financial Services, Business Process, Management, Fixed Income, Internal Controls, Investment Banking, Finance, Credit Risk, Derivatives, Financial Modeling, Equities, Financial Risk
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1991
MBA, Finance
University of South Carolina-Columbia 1980 — 1984
BS, Oceanography
Deloitte & Touche November 2009 - Present
PNC Investments 2007 - 2008
AXA Advisors 2000 - 2007
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2009
MBA
University of Delaware 1992 — 1996
BA
EBP Supply Solutions June 2014 - Present
Stony Creek Brands May 2011 - December 2013
Saybrook Country Barn October 2007 - June 2011
Big Y Foods June 2002 - October 2007
J. Crew Outlet June 2007 - August 2007
Fashion Inc January 2007 - May 2007
Sacred Heart University 2004 - 2007
Merrill Lynch September 2006 - December 2006
Big Y Supermarket June 2001 - June 2006
Skills
Inventory Management, PowerPoint, Word, Customer Service, Customer Retention, Brand Awareness, Facebook, Sales, Microsoft Excel, Microsoft Word, Market Research, Marketing, Outlook, Merchandising, Social Media Marketing, Retail, Retail Purchasing, Purchasing, Inventory Planning, Inventory Analysis, Retail Buying, Inventory Control, Social Media, Microsoft Office
Education
Sacred Heart University 2003 — 2007
Bachelor of Arts, Business Administration, Marketing Concentration
Sacred Heart University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, Concentration in Marketing
Computershare January 1998 - July 2015
Merrill Lynch January 1998 - February 2001
Bankers Trust Company June 1986 - January 1998
Skills
Relationship Management, Team Management, Sales Management, Risk Management, Securities, Financial Services, Series 7, Process Improvement, Financial Analysis, Business Analysis, Due Diligence, Equities, Mergers & Acquisitions, 401k, Banking, Executive Pay, Investor Relations, Mergers, Retirement, Employee Benefits, Series 24, Corporate Governance, Financial Markets, Deferred Compensation, Finance, Corporate Actions, Investment Advisory
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1986
BA, Finance
Samsung Electronics March 2014 - Present
Avis Budget Group March 2013 - March 2014
Avis Budget Group August 2011 - March 2013
Avis Budget Group June 2010 - July 2011
TD Bank January 2006 - June 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Essbase, Hyperion HFM, Brio Query, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Lotus Notes, Eviews, Windows & Mac operating..., Analysis, Forecasting, SAP, Finance, Leadership
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2009
B.S. / B.A, Finance, Economics
Eagle Pharmaceuticals, Inc. 2014 - Present
Eagle Pharmaceuticals, Inc. 2013 - 2013
Eagle Pharmaceuticals, Inc. 2011 - 2012
Eagle Pharmaceuticals, Inc. October 2007 - 2010
Ethicon January 2005 - October 2007
Ranbaxy June 2002 - December 2004
Merrill Lynch May 2002 - August 2002
Skills
Valuation, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance & Marketing
West Virginia University 1998 — 2002
Bachelor of Science, Finance
Brick Township High School 1996 — 1998
Horizon Family Medical Group February 2014 - May 2015
Servpro of Orange, Sullivan and S. Ulster May 2013 - September 2013
Servpro of Orange, Sullivan and Southern Ulster May 2012 - May 2013
Merrill Lynch September 2012 - December 2012
Skills
Facebook, Microsoft Word, Microsoft Excel, Social Media Marketing, Event Planning, Customer Service, Microsoft Office, Microsoft Powerpoint, Twitter, Facebook Marketing, Sales, Teamwork, Account Management, B2B, SEO, C++, WordPress, PowerPoint
Education
Sacred Heart University 2014 — 2015
Masters of Science, Digital Marketing
Sacred Heart University 2009 — 2013
Bachelor of Science, Business Administration and Management, General
FAST March 2014 - Present
Accenture September 2013 - March 2014
Accenture September 2010 - August 2013
Accenture May 2007 - August 2010
American Express January 2007 - April 2007
American Express November 2005 - December 2006
Merrill Lynch July 2004 - November 2005
Morgan Stanley Smith Barney August 2002 - May 2003
Skills
Visio, SharePoint, Financial Modeling, Financial Analysis, Finance Transformation, Process Engineering, Financial Reporting, Process Improvement, Accounting, Risk Management, Budgeting, Forecasting, Strategic Planning, Business Process..., Business Analysis, Corporate Finance, Banking, Financial Management, Program Management, Business Planning, Financial Planning, Essbase, Hyperion, Financial Accounting, Business Case, Analysis, Excel, PowerPoint, Outlook, Lotus Notes, Word, System Testing, Integration Testing, UI testing, End-to-end, Test Execution, Defect Tracking, Functional..., Functional Design, Financial Services, Microsoft Excel, Operating Models, Project Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
BA, Finance
OBHS
Magolia West LLC May 2011 - Present
Merrill Lynch June 2010 - May 2011
Stem and Company September 2009 - August 2010
Stella McCartney May 2009 - August 2009
The Hip Event December 2008 - April 2009
Resound Marketing September 2008 - December 2008
Sun National Bank May 2008 - August 2008
Skills
Social Media
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2011
BS, Marketing
Sayreville
Xerox HR Solutions, LLC November 2009 - Present
ACS March 2009 - July 2009
ACS May 2004 - December 2008
Mellon HR Solutions February 2004 - May 2004
Merrill Lynch April 2002 - January 2004
AMS November 1998 - January 2002
Cascade Technologies, Inc. January 1995 - November 1998
Sedgwick Noble Lowndes 1989 - 1995
Coopers & Lybrand 1987 - 1989
Skills
Project Management, Business Requirements, Business Process..., Staff Development, Relationship Management, System Testing
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1987
MBA, Consulting
Seton Hall University 1979 — 1983
BA, Economics
Criteo July 2014 - Present
Crowdly May 2013 - July 2014
LocaModa September 2009 - May 2013
State Street March 2009 - December 2009
Daversa Partners June 2008 - October 2008
Merrill Lynch February 2008 - May 2008
Ahlstrom December 2007 - January 2008
Ahlstrom May 2007 - August 2007
Skills
Lead Generation, Market Planning, Customer Relations, Negotiation, National Account..., Identity Management, Emerging Media, Interactive Media, Product Development, Strategic Partnerships, Brand Awareness, Social Media, New Business Development, Digital Media, Digital Marketing, Analytics, Account Management, B2B, Advertising, Start-ups, Product Management, Strategic Planning, Advertising Sales, Consultative Selling, Marketing Strategy, Salesforce.com, Business Development, Marketing, Project Management, Integrated Marketing, Online Advertising, Customer Service, Digital Strategy, Online Marketing, Social Media Marketing, Email Marketing, Brand Development, New Media, Relationship Management, Strategy, Management, Sales
Education
Sacred Heart University 2006 — 2008
B.S., Dual Major, Business Management & Finance, John F. Welch College of Business
Mitchell College 2004 — 2006
Entrepreneurship, Small Business Studies
Southwick Tolland Regional High School
Rocket Software February 2010 - Present
Suzuki Canada Inc. April 2010 - April 2011
Merrill Lynch June 2008 - July 2009
Airbus Americas, Inc. May 2003 - April 2008
Catholic Health System September 2002 - April 2003
Norm Thompson Outfitters February 2001 - August 2002
Stock Transportation May 1999 - January 2001
Carlson Marketing Group January 1999 - April 1999
S&H Citadel April 1998 - December 1998
Unidata, Inc. February 1996 - December 1997
Skills
Software Development, Application Development, Relational Databases, UniVerse, Unidata, Rocket U2, SystemBuilder, Pick/BASIC, UniBasic, jBASE, Reality, D3, mvBase, MultiValue, Software Design, Database Design, Software Project..., Database Development, Database Administration, Database Management, Unix, Linux
Education
Ryerson University 1984 — 1987
Bachelor of Technology
SMART Recycling of SC August 2015 - Present
SMART Recycling of SC April 2015 - Present
Port City Moped LLC September 2012 - Present
Enterprise Rent-A-Car February 2012 - October 2012
Enterprise Rent-A-Car August 2011 - February 2012
Enterpise Rent a Car October 2010 - September 2011
Merrill Lynch February 2009 - August 2009
Skills
Marketing, Entrepreneurship, Management, Sales, Project Management, Start-ups, Account Management, Finance, Investments, Leadership
Education
Sacred Heart University 2006 — 2010
Bachelor of Science, Finance
Merrill Lynch June 2014 - Present
OTC Markets Group Inc. September 2010 - January 2013
BNY Mellon June 2009 - December 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, Financial Analysis, Project Management, Bloomberg Terminal, Sales, Asset Management, Program Management
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
Bachelor's degree, Finance, General
University of Cincinnati 2003 — 2007
Merrill Lynch July 2014 - March 2015
The MDE Group, Inc January 2005 - November 2013
Albridge, an Affiliate of Pershing 2002 - 2004
Condor Capital 2000 - 2002
American Economic Planning Group 1986 - 2000
Skills
Wealth Management, Asset Management, Asset Managment, Investments, Investment Advisory, Alternative Investments, Series 7, Securities, Microsoft Excel, Risk Management, Customer Service, Hedge Funds, Strategic Financial..., Asset Allocation, Mutual Funds, Experienced Business..., Fixed Income, Equities, Portfolio Management
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1986
BS, Criminal Justice
Brookdale Senior Living September 2015 - Present
(CTM) Chas Tackett Music 1996 - Present
Morgan Stanley 2000 - 2002
Merrill Lynch 1999 - 2000
Morgan Stanley 1997 - 1999
Morgan Stanley 1994 - 1997
Skills
Singing, Music, Public Speaking, Voice Over, Video Production, Strategic Financial..., Feature Films, Video, Acting, Research, Strategy, Risk Management, Film Actor, Financial Reporting, Nursing, Long-term Care, Home Health Care
Education
Tarrant County College 2014 — 2015
Nursing Education
Sacred Heart University
Business / Finance
Manhattan School of Music - Private Coaching - Maitland Peters
Voice and Opera
Tulsa Community College 2015 — 2016
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Wings Health Care Training 2015 — 2015
Certified Nurse Aid, Nursing Education
Tulsa Community College 2015 — 2017
Registered Nursing/Registered Nurse
GE December 2013 - Present
J.P. Morgan June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
Sacred Heart University 2010 — 2013
Bachelor's Degree, Economics, Finance; Honors Program
John Cabot University (Rome, Italy) 2012 — 2012
Bachelor of Science (BS), Economics, Finance
Shaker High School 2006 — 2010
SMTC October 2011 - Present
East York Meals on Wheels April 2011 - July 2014
ING DIRECT Canada September 2008 - September 2011
SMTC 2007 - 2008
Ceryx Inc. 2005 - 2007
Leitch Technology 2002 - 2005
Merrill Lynch 2000 - 2002
ING DIRECT Canada 1996 - 2000
Rogers Communications 1993 - 1996
NN Financial 1987 - 1993
Skills
Change Management, Disaster Recovery, Project Management, Process Improvement, Vendor Management, Business Analysis, Cross-functional Team..., SDLC, Program Management, IT Strategy, Business Process..., Integration, Team Leadership, ITIL, Six Sigma, Strategic Planning, ERP, Business Intelligence, Operations Management, Product Management, IT Management, Risk Management, Strategy, Business Process, Project Planning, Enterprise Software, IT Service Management, Data Center, Outsourcing, IT Operations
Education
ISACA Certified Information System Auditor
CISA Designation
PMI
PMP Designation
ITIL
Foundation Certificate
Life Office Management Association
Associate, Customer Service Designation
Ryerson University
Seneca College of Applied Arts and Technology
Brown Harris Stevens April 2015 - Present
Penta Glass Industries May 2012 - September 2014
Gosman's Inlet Cafe & Topside May 2009 - September 2013
Merrill Lynch 2011 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Leadership, Strategic Planning, Project Management, Microsoft Word, PowerPoint, Sales, Team Leadership, Analysis, Financial Modeling, Negotiation, Business Strategy, Marketing
Education
Sacred Heart University 2008 — 2012
Bachelor's degree, Economics, 3.22 GPA
Pascack Hills High School 2004 — 2008
Office of the Comptroller of the Currency September 2015 - Present
Office of the Comptroller of the Currency June 2009 - Present
Merrill Lynch June 2007 - May 2009
Skills
Banking, Financial Statement..., Bank Secrecy Act, OFAC, Financial Analysis, Credit Analysis, Internal Controls, Credit Risk, Credit, AML, Financial Reporting, Capital Markets, Fixed Income, Interest Rate Risk..., Financial Institutions, Financial Risk, Liquidity Risk, Finance, Commercial Lending, Commercial Banking, Financial Regulation, Enterprise Risk..., Treasury Management, Operational Risk, Risk Management, Portfolio Management, Financial Modeling, Loans, Liquidity Management
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Cum Laude, BS, Accounting and Finance
JSB Partners April 2011 - Present
Stryker Orthopaedics December 2009 - April 2011
Deloitte September 2007 - November 2009
Merrill Lynch September 2006 - December 2006
Skills
Tax, Hedge Funds, Private Equity, Fund Of Funds, Asset Management, Accounting, Financial Accounting, Alternative Investments, Investor Relations, Hedge Accounting, Tax Accounting, Audit, Equities, Fund Administration, Fund Accounting, Investment Strategies, Financial Reporting, Valuation, Auditing, Funding, Financial Services, Financial Modeling, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Executive Search, Due Diligence, US GAAP, Investment Banking, Finance, Recruiting, Mutual Funds, GAAP, Start-ups, Financial Risk, Corporate Finance, Internal Controls, Big 4, CPA, Mergers & Acquisitions, Internal Audit, External Audit, SEC Filings, Communication, Building Effective..., Market Knowledge, Expert Advisor, Work Effectively
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Major: Accounting, Minor: Business Administration
Northern Highlands Regional Highschool 1998 — 2003
Merrill Lynch July 2014 - Present
JPMorgan Chase March 2014 - July 2014
JPMorgan Chase February 2011 - February 2014
Skills
Sales, Strategic Planning, Account Management, Loans, Credit, Mortgage Lending, Consumer Lending, Small Business Lending, Financial Analysis, Relationship Management, Investments, Portfolio Management, Banking, Finance, Financial Services, Customer Service
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
MBIA, Inc 1990 - 2004
Merrill Lynch 1974 - 1988
Skills
Corporate Finance, Portfolio Management, Financial Modeling, Structured Finance, Capital Markets, Finance, Investments, Financial Structuring, Fixed Income, Securitization, Financial Services, Credit Risk, Financial Analysis, Credit, Financial Risk, Credit Analysis, Bonds, Business Strategy, Investment Banking, Valuation, Emerging Markets, Strategy, Securities, Financial Institutions, Risk Management, Private Equity, Derivatives, Due Diligence, Asset Management, Banking, Restructuring, Credit Derivatives, Financial Markets, Investor Relations, Public Finance, Market Risk, Treasury Management, Trading, Professional Mentoring, Career Development, Corporate Communications, Entrepreneurship, Ethical Decision Making, Critical Thinking, Project Finance, Structured Products, Economics, Public Speaking, Leadership
Education
Rutgers, The State University of New Jersey-Newark
MBA
Seton Hall University
BA
Rutgers University August 2014 - April 2015
Merrill Lynch May 2012 - August 2014
Merrill Lynch September 2011 - May 2012
StratMar February 2011 - September 2011
Rutgers University September 2008 - May 2011
Skills
Microsoft Office, Bookkeeping, Customer Service, Microsoft Excel, Management, Marketing, Outlook, Microsoft Word, PowerPoint, File Management, Sales, Leadership, Data Entry
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor's degree, Marketing and Management, 3.481
UBS Wealth Management December 2014 - May 2015
Merrill Lynch May 2013 - May 2014
Macy's August 2011 - May 2013
Juniper Hill Asset Management May 2011 - August 2011
J. F May 2010 - July 2010
Skills
Finance, Digital Marketing, Accounting, Microsoft Office, Microsoft Excel, Research, Retail, Teamwork, Microsoft Word, Customer Service, Time Management, Social Networking, PowerPoint, Event Planning, Economics, Account Reconciliation, Outlook, Sales, Event Management, iPhone, MacBook, Linear Regression, T-tests, Descriptive Analysis, Econometrics, OS X, Equities
Education
Southern New Hampshire University 2014 — 2017
Master of Business Administration (MBA), Finance, General
Rutgers, The State University 2007 — 2012
Bachelor of Arts, Applied Statistics; Accounting, and Mathematics Business and Finance Education; Economics
Rutgers, The State University of New Jersey-Newark 2007 — 2011
Bachelor of Arts (B.A.), Economics
Merrill Lynch December 2014 - Present
PwC July 2014 - December 2014
PwC September 2011 - June 2014
Best Buy June 2010 - September 2010
Skills
Financial Planning, Auditing, Microsoft Excel, PowerPoint, Financial Analysis, Internal Controls, CPA, Microsoft Word, Adobe Professional, Accounting, US GAAP, Member of AICPA, Analytics, Financial Statement...
Education
John F. Welch College of Business, Sacred Heart University 2009 — 2010
MBA, Accounting
Sacred Heart University 2006 — 2009
B.S., Business Administration and Finance, 3.89
Chaminade High School 2002 — 2006
Paramount Planners February 2010 - Present
Merrill Lynch 1993 - 2004
Skills
Marketing Strategy, Public Relations, Corporate Events, New Business Development, Strategic Planning, Social Media, Marketing Communications, Social Media Marketing, Marketing, Social Networking, Public Speaking, Negotiation, Business Strategy, Account Management, Coaching, Blogging, Sales Management, Entertainment, Event Management, Event Planning, Meeting Planning, Project Management, Budgets, Customer Service, Hospitality
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
NYU Langone Medical Center September 2012 - December 2012
NYU Langone Medical Center June 2012 - August 2012
Bellevue Medical Center September 2011 - June 2012
NYU Langone Medical Center June 2011 - August 2011
Merrill Lynch March 2010 - July 2010
Skills
Healthcare, Clinical Research, Pediatrics, Research, Microsoft Excel, Microsoft Office, PowerPoint, Patient Advocacy, Data Analysis, Statistics
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2014
Master's Degree, Biomedical Sciences, General
New York University, Gallatin School of Individualized Study 2009 — 2013
Bachelor of Arts (B.A.), Public Health and Economic Development in Developing Countries
Newark Academy 2005 — 2009
High School Diploma
New Jersey Office of Management and Budget January 2011 - Present
Trenton Devils October 2010 - April 2011
Mercer County Clerk August 2008 - December 2010
Children's Home Society of New Jersey November 2007 - June 2010
Merrill Lynch September 2009 - December 2009
City of Trenton May 2007 - August 2008
Skills
Public Speaking, Social Media, Philanthropy, Strategic Financial..., Budgets, Public Sector Budgeting, Finance, Financial Analysis, Performance Metrics, Investment Portfolios, Personal Training, Financial Planning, Mentoring, Civic Engagement, Problem Solving, Systems Improvement, Research, Data Analysis
Education
Rutgers, The State University of New Jersey-Newark 2015 — 2017
Master of Public Administration (MPA)
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), Finance
Peddie School 2001 — 2006
Diploma
JAG Capital LLC July 2014 - Present
REMAX Commercial Investment Associates June 2013 - Present
Remax Villa Realtors June 2002 - March 2013
Merrill Lynch 1998 - 2001
Salomon Smith Barney 1996 - 1998
Skills
Real Estate, Investments, Land, Investors, Short Sales, Sellers, Foreclosures, Investment Properties, Residential, Buyer Representation, Realty, Real Estate Investment, Apartment Buildings, Real Estate Development, Income Properties, Condos, REO, Residential Homes, Negotiation, Mortgage Lending, Real Estate Transactions, Selling, Brokerage, Property, Disposition, Apartments, Real Estate Financing, Commercial Real Estate, Real Estate Economics, New Home Sales, Leases, First Time Home Buyers, Real Property, Property Management, Single Family Homes, Relocation, 1031 Exchanges, Luxury, Buyers, Move Up Buyers, Tenant, Location Intelligence, Landlords, Land Acquisition, Corporate Real Estate, Real Estate Investor, HUD, Townhomes, Acquisitions, New Homes
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1996
Bachelor of Science, Marketing
North Bergen H.S. 1990 — 1991
College Prep, Business
Weehawken H.S. 1987 — 1990
College Prep, Business
Frette May 2014 - Present
Self Employed October 2012 - April 2014
ASPCA August 2011 - October 2012
TSR Consulting Services, Inc. July 2010 - July 2011
Computing Concepts, Inc May 2009 - August 2009
Studios Architecture May 2008 - December 2008
Scholastic.com February 2008 - May 2008
Calypso St. Barth August 2005 - November 2007
First Choice Staffing August 2004 - August 2005
Merrill Lynch June 2003 - February 2004
Skills
Windows Server, XP, Troubleshooting, Microsoft Exchange, Operating Systems, Windows, Active Directory, DNS, Network Administration, TCP/IP, Networking, Windows XP, Technical Support, Software Installation, Hardware
Education
The Chubb Institute 1998 — 2000
Computer Technical Support
Rutgers, The State University of New Jersey-Newark 1996 — 1998
Political Science
WOHS
Nestle Nutrition North America June 2014 - Present
Colgate Palmolive June 2011 - June 2014
Verizon May 2008 - June 2011
Johnson & Johnson Health Care Systems November 2005 - April 2008
Honeywell International December 2003 - November 2005
Merrill Lynch May 2000 - November 2003
First Investors Corporation December 1997 - April 2000
First Investors Life Insurance Company October 1996 - December 1997
Skills
Executive Pay, Deferred Compensation, HRIS, Six Sigma, PeopleSoft, Succession Planning, Performance Management, Talent Management, Incentive Programs, Analysis, Management, Compensation & Benefit, Employee Benefits, Employee Engagement, Employee Relations, Job Evaluation, Onboarding, Talent Acquisition, Workforce Planning
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1995
Bachelor of Science, Finance
Total Mortgage Services, LLC June 2004 - October 2014
Total Mortgage Services, LLC 2003 - 2004
Vitalworks 2002 - 2003
Practiceworks 1998 - 2002
Micro Design Services 1997 - 1998
NordicTrack 1995 - 1997
Merrill Lynch 1994 - 1995
Skills
Leadership, Project Management, Marketing, Mortgage Lending, Integrated Marketing, Mortgage Banking, Banking, Loans, Credit, Loan Origination, Residential Mortgages, Due Diligence, Risk Management, FHA, Underwriting
Education
Sacred Heart University 1992 — 1994
S.B, Economics
Wells Fargo June 2014 - Present
The Hertz Corporation February 2013 - February 2014
Prudential Financial September 2013 - December 2013
JPMorgan Chase January 2012 - August 2012
JPMorgan Chase September 2010 - December 2011
Wells Fargo November 2008 - August 2010
New England Pension Consultants 2007 - 2008
Merrill Lynch 2007 - 2007
Skills
Portfolio Management, Strategy, Equities, Analysis, Financial Services, Accounting, Sales, Credit, Wealth Management, Asset Allocation, Financial Analysis, Analytics, Business Intelligence, Business Development, Business Strategy
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
MBA, Marketing and Finance
UNLV 2003 — 2007
Bachelor of Science (BS), Finance
Merrill Lynch 2011 - Present
DLA Investments 2001 - 2011
Education
Ryerson University
BA
Laurier
Wyndham Worldwide / RCI February 2015 - Present
Wyndham Worldwide / RCI August 2012 - Present
Wyndham Worldwide / RCI March 2012 - August 2012
Wyndham Worldwide / RCI March 2010 - March 2012
GAF Materials Corporation December 2008 - March 2010
GAF Materials Corporation August 2008 - December 2008
GAF Materials Corporation August 2007 - August 2008
Merrill Lynch 2006 - 2006
Skills
Revenue Management, Demand Forecasting, Business Analysis, Inventory Management, Strategic Planning, Pricing, Hospitality Management, Hospitality Industry, Forecasting, P&L Responsibility, Budget Process, Revenue Analysis, Management, Analysis, Budgets, Leadership
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2011
MBA, Finance / Management & Business Strategy
The University of Connecticut 2003 — 2007
Bachelor of Arts, Economics
Something Digital March 2011 - Present
The Lloyd Group November 2009 - March 2011
Merrill Lynch October 2007 - November 2009
Share Financial Services, Inc. April 2005 - September 2007
Commonwealth Church Finance October 2002 - April 2005
Datek Online Brokerage Services September 2000 - September 2002
Skills
Management, Cloud Computing, Project Management, Microsoft Office, Program Management, Strategic Planning, Technical Support, Networking, Customer Service, Disaster Recovery, OS X, Account Management, Microsoft Excel, PowerPoint, Windows, Active Directory, Microsoft Word, Leadership, Microsoft Exchange, Cisco Technologies, Servers, Windows Server, Troubleshooting, Virtualization
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1997
Timothy Christian High School 1992 — 1996
Bank of New York Mellon Corp November 2010 - Present
Bloomberg L.P. November 2008 - November 2010
Merrill Lynch 1999 - 2008
PNC Investments 1993 - 1997
Merrill Lynch 1991 - 1993
Skills
Process Improvement, CRM, Team Building, Leadership, Organizational..., Alternative Investments, Wealth Management, Asset Managment, Bloomberg, Financial Audits, Capital Markets, Securities, Funding, Financial Markets, Investments, Emerging Markets, Finance, Valuation, FX Options, Derivatives, Financial Services, Risk Management, Options, Private Equity, Strategic Thinking, Bonds, Trading, Investment Management, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Master of Business Administration (MBA), Finance, 3.7/4.0
University of Delaware 1980 — 1985
Bachelor of Science, Finance
World Trade Advisor January 2009 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 2005 - 2006
C&C Partners 1999 - 2005
WORLDWIDE CONSULTANTS 1997 - 1999
Duracell 1994 - 1996
Duracell 1993 - 1994
Duracell 1980 - 1993
Burger King Corporation 1976 - 1980
Education
Sacred Heart University
B.S.
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
Citigroup October 2007 - Present
SunGard October 2006 - October 2007
New York Life Investment Management March 1998 - August 2006
Bankers Trust September 1995 - March 1998
Merrill Lynch August 1994 - September 1995
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Bloomberg, Fund Accounting, Investments, Business Process, CRM, Business Analysis, Accounting, Analysis, Fixed Income, Market Data, Financial Services, Derivatives, Asset Allocation, Securities, Equities
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1994
B.A., Economics, G.P.A.: 3.71 of 4.00
Time Warner Inc. May 2014 - Present
Time Warner Inc. July 2011 - Present
Bristol-Myers Squibb January 2010 - July 2011
Bristol-Myers Squibb January 2008 - December 2009
Bristol-Myers Squibb April 2006 - December 2007
Bristol-Myers Squibb May 2003 - April 2006
Bristol-Myers Squibb May 2001 - May 2003
GREGOIRE HEDGE FUND ADVISORS May 2000 - March 2001
Merrill Lynch June 1997 - July 1999
Skills
Strategic Sourcing, Procurement, Supply Management, Strategy, Global Sourcing, Supply Chain, Sourcing, Forecasting, Competitive Analysis, Outsourcing, Management, Negotiation, Cross-functional Team..., Spend Analysis, Supply Chain Management, eSourcing, E-procurement, Ariba, Project Management, Supplier Diversity, Vendor Management
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1992 — 1996
Bachelor of Science (B.S.), Finance and Marketing
Cognizant Technology Solutions January 2011 - Present
JP Morgan Chase September 2010 - November 2010
Bank of America 2005 - May 2010
Merrill Lynch 2009 - 2010
Infosys Technologies June 2003 - December 2009
Education
S.P. Jain Institute of Management & Research 2009 — 2010
MBA, Marketing
Visvesvaraya Technological University 1998 — 2002
B.E, Electronics And Communication
Broadridge Financial Solutions Inc June 2006 - Present
UBS Investment Bank May 2005 - May 2006
Merrill Lynch October 2004 - May 2005
Dun & Bradstreet April 2002 - September 2004
Citi Group May 2000 - October 2001
Skills
Quality Assurance, Testing, Fixed Income, Investment Banking, Credit, Equities, Oracle, Databases, Sybase, Microsoft SQL Server, Prime Brokerage, User Acceptance Testing, SDLC, Software Project..., Requirements Analysis, Java, Agile Methodologies, Business Requirements, System Testing
Education
Stevens Institute of Technology 2012 — 2013
Graduate Certificate in Project Management, Project Management
Rutgers, The State University of New Jersey-Newark 1992 — 1999
BS, Finance
AquaticLog December 2011 - Present
Shorcan Brokers Limited July 2009 - Present
TSX Group November 2005 - Present
Shorcan Brokers November 2005 - July 2009
CIBC 2005 - 2006
CIBC World Markets 2005 - 2006
CollectiveBid January 2001 - October 2004
CollectiveBid Systems 2001 - 2004
eStation January 2000 - January 2001
Merrill Lynch April 1999 - September 1999
Skills
Electronic Trading..., Java, Java Enterprise Edition, Unix, Git, UML, .NET, Databases, OOP, Linux, HTML, Oracle, Fixed Income, Derivatives, Project Management, XML, C#, Bloomberg, Objective-C, JIRA, Fixed Income Trading, GUI, Windows, Reuters, FIX, Bamboo, Fisheye, Subversion, Microsoft SQL Server, Python, SDLC, Web Services, Weblogic, Software Architect, J2EE, SVN, Confluence, Github, Software Development, Integration, SQL, Trading Systems, Agile Methodologies, Management
Education
Canadian Securities Institute
Canadian Securities Course
Ryerson University
Project Management Program
York University
Bachelor of Science, Honours, Computer Science
Merrill Lynch Vice PresidentMerrill Lynch1999 - Present
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1994
J.P. Morgan February 2006 - Present
US Navy October 2005 - October 2009
Knight Securities March 2003 - August 2005
Merrill Lynch April 1999 - March 2003
US Coast Guard March 1993 - July 1997
Skills
Sales, Equities, Investments, Bloomberg, Fixed Income, Portfolio Management, Banking, Investment Banking, Credit, Derivatives, Relationship Management, Bonds, Equity Derivatives, Credit Derivatives, High Yield Bonds, Emerging Markets, Preferred Stock, Debt Settlement, DTC, ICE, Markitwire, Management, Omgeo Oasys, CTM, Murex, PTP
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
Krowiak Wealth Management February 2011 - Present
Goldman Sachs March 2009 - January 2011
Smith Barney January 2003 - February 2009
Merrill Lynch 1996 - 2002
PNC Bank/Midlantic Bank 1994 - 1996
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1994
BS, Finance and Economics
Merrill Lynch Technology ManagerJohnson & JohnsonJanuary 1993 - January 1997
UPS January 1988 - January 1993
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1984
Homevesters of America, Franchise Owner May 2013 - Present
Mortgage Network Solutions January 2013 - Present
JPMorgan Chase September 2011 - January 2013
Johnson & Johnson 2011 - 2011
JPMorgan Chase July 2010 - August 2010
JPMorgan Chase July 2008 - August 2009
Merrill Lynch November 2006 - June 2008
Nabisco/Kraft Foods January 2001 - November 2003
Nabisco June 1997 - January 2001
Skills
Leadership, Financial Analysis, Finance, Risk Management, Forecasting, Strategic Financial..., Cross-functional Team..., Process Improvement, Data Analysis, Negotiation, Strategic Planning, Analysis, Management, Competitive Analysis, New Business Development, Banking, Sales, Team Leadership, Strategy, Budgets, Investments, Microsoft Excel, Market Analysis, Loans, Pricing, Real Estate
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance, General, 3.4
Rutgers, The State University of New Jersey-Newark 2004 — 2006
Bachelor of Science (BS), Business Management, 3.6
University of Oklahoma 1992 — 1997
Industrial Engineering
Barclays October 2013 - Present
Ernst & Young April 2011 - October 2013
Capco October 2009 - April 2011
Merrill Lynch August 2007 - December 2009
The Hartford June 2004 - August 2007
Education
Sacred Heart University 2000 — 2004
BS, Finance
Mark Castellano Consulting, LLC August 2010 - Present
Center for the Study of Financial Market Evolution (CSFME) January 2012 - Present
Advanced Securities Consulting (ASC) November 2011 - Present
Guggenheim Securities 2011 - 2011
BlackRock Investment Management LLC 2006 - 2010
Merrill Lynch Investment Managers 2000 - 2006
ING Securities 1999 - 2000
BZW 1997 - 1998
Merrill Lynch International, Ltd. 1994 - 1997
Merrill Lynch 1983 - 1994
Skills
Securities Lending, Mutual Funds, Asset Managment, Capital Markets, Equities, Securities, Investment Management, Collateral Management, Securities Financing, Management Consulting, Strategic Consulting, Industry expert, Asset Management, Derivatives, Financial Services, Financial Risk, Trading, Swaps, Finance, Strategy, Back Office, Hedge Funds, Portfolio Management, Funding, Fixed Income, Cash Management, Bloomberg, Bonds, Financial Markets, Alternative Investments, Investment Banking, ETFs, Trading Systems, Equity Derivatives, Middle Office, Prime Brokerage
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Management & Finance
Rutgers, The State University of New Jersey-Newark
Pfizer Inc. February 2007 - Present
Merrill Lynch 1999 - 2006
Skills
Business Analysis, Vendor Management, Project Management, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1995
BA
Interactive Brokers May 2009 - Present
The Richman Group January 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Education
Sacred Heart University 2005 — 2009
Manchester Memorial High School 2001 — 2005
Central Steel Supply Company, Inc. July 1992 - Present
Merrill Lynch 1987 - 1992
Arthur Andersen & Co. July 1985 - July 1987
Skills
Retail, Sales, Marketing Strategy, New Business Development, Strategic Planning, Account Management, Budgets, Business Planning, Entrepreneurship, Business Strategy, Management, Contract Negotiation, Forecasting, Finance, Inventory Management, Sales Management, Start-ups, Marketing, Team Building, Public Speaking, Customer Service, Financial Analysis, Merchandising, Purchasing, Small Business
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1985
Bachelor of Arts (BA), Accounting
Tronox 2013 - Present
Pepsi Beverages Company January 2010 - October 2012
GE Capital May 2009 - October 2009
Alpha Medical Group October 2008 - May 2009
ABC Languages October 2008 - March 2009
Merrill Lynch May 2007 - August 2007
Education
Sacred Heart University 2004 — 2008
BS, Finance
VINGO December 2011 - Present
VINGO June 2010 - December 2011
VINGO February 2010 - May 2010
On-Point Trading Asset Management June 2009 - December 2009
Genesis Investment Trading LLC July 2008 - May 2009
Merrill Lynch December 2007 - March 2008
Education
Sacred Heart University 2004 — 2008
B.S., Finance
ALMA BANK January 2014 - Present
Sterling National Bank March 2012 - January 2014
Information Integration, Inc. (i3) January 2012 - March 2012
BNP Paribas July 2011 - November 2011
Crédit Agricole Corporate & Investment Bank March 2005 - June 2011
BNP Paribas September 2003 - August 2004
Avis Europe 2003 - 2004
Merrill Lynch 2002 - 2003
Deutsch Bank June 1998 - December 2002
Bear Stearns 1992 - 1994
Skills
Business Analysis, Technical Documentation, Software Documentation, Technical Writing, Online Help, Software, Requirements Gathering, Project Planning, Visio, RoboHelp, Process Improvement, Program Management, Manuals, Editing, FrameMaker, Technical Communication, SharePoint, Access, Testing, Management, SnagIt, Disaster Recovery, Databases, Wikis, Business Process..., Information Architecture, Analysis, Banking
Education
Rutgers, The State University of New Jersey-Newark 1968 — 1972
Northern Trust Corporation 2013 - Present
Bank of America 2010 - 2012
Merrill Lynch 2005 - January 2010
Merrill Lynch January 2000 - March 2009
Merrill Lynch 2001 - 2005
Merrill Lynch 1999 - 2001
Hoechst A.G. 1996 - 1999
Ernst & Young August 1994 - August 1997
Skills
Relationship Management, Financial Analysis, Process Improvement, Project Management, Call Center, Wealth Management, Financial Services, Series 7, Portfolio Management, Banking, Investments, Equities, Securities, Strategic Financial..., Financial Modeling, Hedge Funds, Call Centers, Strategy, Finance, Start-ups, CRM, Business Development, Analysis, Management, Leadership, Risk Management, Asset Management, Financial Risk, Mutual Funds
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (B.S.), Accounting
Merrill Lynch May 2012 - Present
The Hartford May 2010 - May 2012
John Hancock Life Insurance Company (U.S.A.) June 2008 - May 2010
Merrill Lynch 1999 - 2008
Skills
Series 7, Retirement Planning, Retirement Plan..., Fixed Annuities, 401k, Series 63, Retirement, Pensions, Uniform Combined State..., IRAs, Series 6, FINRA, Defined Benefit, Mutual Funds, Financial Services, Securities, Investment Advisory, Investments, 401k Rollovers, Series 24, Series 65, Profit Sharing, ERISA, Financial Advisory, Asset Allocation, Insurance, Wealth Management, Fixed Income, Strategic Financial..., Variable Annuities, Investment Strategies, Qualified Retirement..., Defined Contribution, Separately Managed..., Disability Insurance, Executive Pay, Equities, Investment Management, Asset Management, Estate Planning, Life Insurance, Relationship Management, Portfolio Management, Employee Benefits, Alternative Investments, Wealth, 403 b, Long-term Care, Fiduciary, Financial Planners
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Bachelors Degree
Merrill Lynch 2007 - 2008
Merrill Lynch 2004 - 2007
American Express 2002 - 2004
AT&T 1989 - 2002
Skills
Vendor Management, Cross-functional Team..., Process Improvement, Project Management, Six Sigma, Forecasting, Leadership, Business Process..., Management, Team Building, Analysis, Financial Analysis, Business Process, Project Planning
Education
Rutgers, The State University of New Jersey-Newark
BS, Business Management
Stevens Institute of Technology
MS, Management, Certified Project Manager
Merrill Lynch August 2013 - Present
TD Ameritrade August 2009 - August 2013
Fidelity Investments October 2007 - February 2009
TD Ameritrade 1997 - 2006
Skills
Wealth Management, Uniform Combined State..., Team Building, Strategic Financial..., Series 7, Series 63, Series 24, Securities, Mutual Funds, Investments, Investment Advisory, Financial Services, Financial Planning, Equities, Asset Allocation
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1995
BS, Finance
Merrill Lynch Accountant/Product ControllerLaBranche & Co.2005 - 2006
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
MBA, Accounting/Finance
Lawrence Real Estate Development June 2013 - Present
Merrill Lynch August 2008 - June 2013
Bear Stearns 2002 - 2008
JP Morgan 1996 - 2002
Skills
Hedge Funds, Prime Brokerage, Tax, Securities, Equities, International Tax, Fixed Income, Alternative Investments, Derivatives, Investment Banking, Investments, FINRA, Corporate Actions, Corporate Tax, Financial Services, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
B.S., Accounting
StrikeValuation May 2008 - Present
Libertas Partners LLP 2006 - 2007
Merrill Lynch 2001 - 2005
Merrill Lynch 2001 - 2005
Skills
Hedge Funds, Equities, Derivatives, Alternative Investments, Investment Banking, Equity Derivatives, Trading, Bloomberg, Asset Management, Capital Markets, College Teaching, Corporate Finance, Emerging Markets, Financial Modeling, Investments, Private Equity, Quantitative Finance, Quantitative Investing, University Teaching, Valuation
Education
Rutgers, The State University of New Jersey-Newark
National Australia Bank December 2009 - Present
Merrill Lynch August 1999 - January 2009
Merrill Lynch March 1998 - July 1999
Skills
Capital Markets, Financial Structuring, Investments, Due Diligence, Private Placements, Credit Analysis, Credit, Portfolio Management, Financial Modeling, Finance, Syndications, Investment Banking, Bloomberg, Corporate Finance, Structured Finance, Securities, Bonds, Securitization, Financial Markets, Mergers & Acquisitions, Emerging Markets, Treasury Management, Restructuring, Trading, Fixed Income, Financial Risk, Asset Management, Credit Risk, Valuation, Project Finance, Financial Services, Structured Products, Relationship Management, Interest Rate..., Funding, Credit Derivatives, Investment Strategies, Market Risk, Asset Allocation, Derivatives, Hedge Funds
Education
Rutgers, The State University of New Jersey-Newark
BS, Finance
Merrill Lynch April 1989 - Present
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1989
RBC Capital Markets October 2009 - Present
Financial Guaranty Insurance Co. May 2004 - December 2008
Merrill Lynch June 1985 - March 2004
Dean Witter March 1983 - June 1985
Moody's February 1981 - March 1983
Skills
Bonds
Education
Rutgers, The State University of New Jersey-Newark
MBA
Two Shea Enterprises LLC May 2009 - Present
NHT, LLC February 2001 - Present
Northwestern Mutual August 2002 - November 2008
Merrill Lynch 1986 - 2002
Skills
Accounting, Budgeting, Financial Reporting, Accounts Receivable, Insurance, Excel, PowerPoint, Word, Performance Management, Microsoft Office, Employee Relations, Business Analysis, Compensation, Financial Analysis, Cash Management, Business Planning, Quickbooks, Internal Controls, Audit
Education
Rutgers, The State University of New Jersey-Newark 1975 — 1976
MBA, Finance
Seton Hall University 1971 — 1975
Accounting
St. Benedict's Prep
Amazon Web Services January 2014 - Present
amhCard Inc 2013 - November 2013
TD Ameritrade 2010 - 2013
Credit Suisse 2009 - 2010
Merrill Lynch 2007 - 2009
Bank Austria New York 1990 - 1995
Skills
Banking, Mobile Devices, Enterprise Architecture, Payments, SDLC, Investment Banking, IT Strategy, Business Analysis, Vendor Management, Risk Management, Integration, Solution Architecture
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance & Applied Statistics
University of Benin
BS, Economics & Statistics
Credit Suisse August 2006 - Present
Merrill Lynch July 2005 - August 2006
Goldman Sachs October 2001 - July 2005
UBS/PaineWebber July 1997 - October 2001
Goodkind & O'Dea November 1996 - July 1997
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Financial Reporting, Financial Accounting, PeopleSoft
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1997
BS, Accounting
Merrill Lynch August 1997 - November 2009
Skills
Financial Reporting, Corporate Tax, Financial Services, Tax, Financial Analysis, Tax Accounting, Accounting, Financial Accounting, Internal Controls
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1997
BS, Accounting
Merrill Lynch June 2009 - Present
Deloitte January 2005 - March 2009
st. martin's press 1998 - 2004
Skills
Adobe Acrobat, Mac, InDesign, Illustrator, Graphic Design, Photoshop, Word, PowerPoint, Dreamweaver, Art Direction, Brochures, Adobe Creative Suite, Corporate Branding, Collateral, Typography, Book Design, Visual Communication, Layout
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1998
Bachelor of Arts (B.A.), graphic design
Merrill Lynch December 2012 - Present
Merrill Lynch April 2012 - January 2013
Merrill Lynch February 2011 - March 2012
Tekmark Global Solutions April 2009 - February 2011
Tekmark Global Solutions September 2008 - March 2009
JPMorgan Chase January 2007 - August 2008
JPMorgan Chase January 2006 - January 2007
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1984
BA, History
Euro Pacific Capital March 2012 - Present
Euro Pacific Capital March 2010 - March 2012
Department of Veterans Affairs November 2007 - February 2010
Merrill Lynch June 2008 - August 2008
A.G. Edwards June 2007 - August 2007
Tax Services of Milford June 2006 - November 2006
Skills
Series 7, Microsoft Excel, Series 63, Microsoft Office, Bloomberg, PowerPoint, Microsoft Word, Fixed Income, Finance, Problem Solving, Corporate Actions, Series 24, Outlook, Quick Study, Analysis, Time Management, Analytical Skills, Thomson One, Equities
Education
Sacred Heart University 2005 — 2009
B.S.
Summit Analytics July 2009 - Present
Bear Stearns November 2004 - June 2008
Merrill Lynch May 1998 - November 2004
Merrill Lynch New York 1998 - 2004
Dow Jones Telerate 1994 - 1997
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2002
MBA, Finance
Morgan Stanley February 2011 - Present
Morgan Stanley April 2010 - February 2011
UBS March 2005 - April 2010
Merrill Lynch February 2003 - March 2005
Merrill Lynch July 1999 - February 2003
Merrill Lynch April 1998 - July 1999
Merrill Lynch June 1996 - April 1998
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
MBA
University of Delaware 1992 — 1996
BSBA, Finance
BNY Mellon November 2012 - Present
Morgan Stanley May 2006 - November 2012
Merrill Lynch April 1997 - May 2006
Skills
Strategy, Equities, Fixed Income, Portfolio Management, Securities, Banking, Credit, Risk Management, Business Analysis, SDLC, Product Management, Competitive Analysis
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1996
Bachelors, Marketing
General Electric Capital November 2009 - Present
Pitney Bowes October 2004 - November 2009
Pitney Bowes September 1997 - October 2004
Commonwealth of Massachusetts September 1995 - September 1997
Waldenbooks September 1989 - September 1995
Merrill Lynch September 1981 - September 1989
Skills
Microsoft WORD and..., Multiple..., Connecticut Business &..., Sales & Use Tax Seminars, SAP, PTMS, IFRS, Cost Accounting, Strategic Financial..., Tax, Financial Accounting, Microsoft Excel, Tax Preparation, PeopleSoft, Corporate Tax, Fixed Assets, Sales & Use Tax, Team Leadership, Sales Tax, Property Tax, Accounting, Payroll, Financial Planning, Tax Law, Auditing, Financial Reporting
Education
Sacred Heart University
BS, Business Management, 3.2
Sacred Heart University
Bachelor's degree, Business Administration and Management, General
Ally Financial Inc. May 2011 - March 2014
Bank of America November 2010 - April 2011
Wells Fargo May 2010 - October 2010
Starwood Capital Group July 2006 - June 2009
Merrill Lynch March 2006 - May 2006
Skills
Financial Modeling, Financial Management, Forecasting, Budgeting, Excel
Education
John F. Welch College of Business, Sacred Heart University, Fairfield, CT
Bachelor of Science, Finance and Business Management
Sacred Heart University
Bachelor's degree, Finance and Business Management
American Express June 2010 - Present
American Express September 2007 - June 2010
American Express January 2005 - September 2007
CIBC World Markets 2002 - December 2004
Merrill Lynch 1998 - 2003
Midland Walwyn Capital Inc 1996 - 1998
Midland Walwyn Capital Inc. November 1994 - December 1996
Skills
PMO, Project Portfolio..., SDLC, Agile & Waterfall..., CA Clarity, Financial Services, SharePoint, Sarbanes-Oxley Act, Process Improvement, Business Analysis, Vendor Management, Business Requirements, Requirements Analysis, Project Delivery, Requirements Gathering, Business Intelligence, Business Process..., IT Strategy, ITIL
Education
Ryerson University
BAA, Information Management
Allscripts July 2011 - Present
Hill-Rom IT Solutions, Inc. December 2009 - July 2011
FileONE Inc. Cary, NC 27518 October 2008 - October 2009
ITHAKA HARBORS (PORTICO), November 2004 - October 2008
AT&T 1999 - 2004
Merrill Lynch 1999 - 2001
Skills
SDLC, Requirements Analysis, Agile Methodologies, Quality Assurance, Testing
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1988
Computer Science
Charles Schwab October 2006 - Present
Charles Schwab October 2006 - Present
Tableside, LLC October 2004 - November 2008
Hold Brothers August 2005 - October 2006
Schwab Capital Markets March 1987 - December 2001
Merrill Lynch January 1985 - March 1987
Bear Stearns November 1983 - January 1985
Skills
Investments, Options, Equities, Capital Markets, Bonds, Mutual Funds, Trading, Securities, Trading Systems, Management, Series 7, Customer Service, Finance, Equity Trading, Wealth Management, Fixed Income, Series 63, Microsoft Office
Education
The Culinary Institute of America 2002 — 2004
AOS, Culinary Arts
New York Institute of Finance
Rutgers, The State University of New Jersey-Newark 1978 — 1983
BA, Economics
Market Technicians Association
CMT, Chartered Market Technician
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch December 2009 - Present
Merrill Lynch June 2007 - December 2009
Northrop Grumman Corp. - ES June 2007 - August 2007
Global Private Client Group February 2006 - May 2007
Skills
Portfolio Management, Banking, Management, Finance, Financial Analysis, Investments
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2007
Bachelors of Science, Finance
Raymond C. Forbes & Co., Inc. November 2006 - Present
Z&Z Securities September 2005 - November 2006
Robbins & Henderson, New York, New York December 1999 - September 2005
Merrill Lynch March 1996 - December 1999
Skills
Equities, Trading
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1991
MBA, Finance
Kean University, Union, NJ 1982 — 1987
B.S Management Science, Finance
BlackRock 2006 - Present
Merrill Lynch 2005 - 2006
Neuberger Berman 2003 - 2005
Verizon Wireless 2002 - 2003
Skills
Series 7, Portfolio Management, Asset Managment, Series 63, Investments, Mutual Funds, Fixed Income, Equities, Asset Allocation, Investment Strategies, Bloomberg, Hedge Funds, Capital Markets, Financial Modeling, Securities, Separately Managed..., Alternative Investments, Investment Management, Wealth Management, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's, Political Science and Economics
Merrill Lynch July 2008 - Present
Education
Rutgers, The State University of New Jersey-Newark
Bachelor, Business Management
Shapiro & Shapiro CPA's September 2000 - Present
Merrill Lynch 1986 - 1991
Chubb 1978 - 1984
Skills
QuickBooks, Accounts Receivable, Outlook, Payroll, Invoicing, Account Reconciliation, Office Management, Expenses, Accounts Payable, Office Administration, Data Entry, Bank Reconciliation, Administrative..., Customer Service, Budgets, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Newark 1966 — 1970
B.A., Sociology
Irvington High School 1963 — 1966
Chartwell Food Services, (a division of The Compass Group) May 2014 - Present
Avon Products November 2008 - Present
Staples July 2012 - January 2014
North Haven Department of Education October 2007 - June 2012
Brock Enterprises Inc May 1999 - November 2008
Merrill Lynch April 1994 - May 1999
Batterymarch Financial Management January 1990 - March 1992
Skills
Sales, Beauty Industry, Cosmetics, Personal Care, Skin Care, Fragrance, Home Based Business, Makeup Artistry, Merchandising, Fashion, Retail, Small Business, Gifts, Direct Sales, Leadership, Marketing, Customer Service, Training, Inventory Management, Consumer Products, Sales Management, Team Building, Coaching
Education
Marinello Schools of Beauty-Connecticut 2014 — 2014
Certificate, Make Up Artistry
Ryerson University 1983 — 1987
Bachelor of Applied Arts, Administration and Information Mgmt
Harding Loevner LP September 2014 - Present
Merrill Lynch November 1997 - July 2009
Education
Rutgers, The State University of New Jersey-Newark 1989 — 2004
Bachelor's Degree
Rutgers, The State University of New Jersey-Newark
Retired June 2015 - Present
Shapiro & Shapiro CPA's PA September 2000 - May 2015
Merrill Lynch 1986 - 1991
Chubb Insurance Company 1978 - 1984
Education
Rutgers, The State University of New Jersey-Newark 1966 — 1970
Bachelor of Arts (B.A.), Sociology
Irvington High School 1963 — 1966
Mars Chocolate 2008 - 2010
Merrill Lynch July 2007 - March 2008
Synergy Bank June 2006 - July 2007
Sun National Bank April 2005 - November 2005
Commerce Bank October 2003 - April 2005
Skills
Microsoft Office, SAP, Lotus Notes, Microsoft Excel, Financial Analysis, Invoicing, Databases, Outlook, Sales, Banking, Call Centers, Credit, Customer Service, Finance, Financial Services, Microsoft Word
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2008
Bachelor of Science (BS), Finance, General
Middlesex County College 2001 — 2005
Associate's degree, Business Administration
Merrill Lynch August 1998 - Present
Skills
Series 7, Series 63, Fixed Income, Securities, Equities, Capital Markets, Investments, Wealth Management, Alternative Investments, Bloomberg, Financial Services
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), English Language and Literature, General
TD September 2013 - May 2014
JP Morgan Chase September 2006 - August 2013
Merrill Lynch December 1999 - September 2006
Skills
Financial Analysis, Financial Modeling, Finance, Banking, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (BS), Accounting
JPMorgan Chase & Co. March 2012 - Present
Merrill Lynch January 1997 - February 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Chubb Institute 1988 — 1990
Computer Programming
Rutgers, The State University of New Jersey-Newark 1980 — 1984
BA Finance, Economics
UBS Financial Services Inc June 2014 - Present
Merrill Lynch April 2001 - June 2014
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Business Administration and Management, General
Evercore Partners June 2009 - Present
Merrill Lynch March 1998 - June 2009
Merrill Lynch May 1994 - April 2009
Skills
Microsoft Word, Microsoft Office
Education
Art's High School
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (BA), Psychology
BNP Paribas June 2010 - Present
Merrill Lynch September 2005 - December 2009
Merrill Lynch August 2004 - September 2005
Skills
Investment Banking, Banking, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Modeling, Fixed Income, Investments, Portfolio Management, Valuation, Bloomberg, Hedge Funds, Securities, Risk Management, Middle Office, Financial Services, FX Options
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2000
CIBC World Markets February 2000 - Present
CIBC World Markets February 2000 - Present
Merrill Lynch April 2000 - February 2002
TD BANK February 1986 - February 2000
Skills
Account Reconciliation, Telephone Skills, Administrative..., Supervisory Skills, Access, Software Documentation, Time Management, Microsoft Excel, Office Management, Invoicing, Teamwork, Accounts Payable, Office Administration, Outlook, Accounts Receivable, Back Office, Payroll, Equities, Analysis, Derivatives, Microsoft Word, Securities, Fixed Income, Data Entry, Accounting
Education
Ryerson University 1976 — 1977
MEDICAL CLERK, Health and Medical Administrative Services
64 secondary school in eldoret 1972 — 1974
GRADE 12
Merrill Lynch Bank of America May 2010 - Present
Merrill Lynch Bank of America May 2010 - August 2013
Merrill Lynch May 2006 - May 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Business Administration / Global Management
Rutgers, The State University of New Jersey-Newark 1995 — 1999
Bachelor of Science (BS), Marketing/Marketing Management, General
Merrill Lynch 1993 - 2014
Midland Walwyn Capital Corp 1991 - 1993
Education
Ryerson University 2001 — 2002
PMAC (Purchasing) course, Certificate, Purchasing, Procurement/Acquisitions and Contracts Management