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
Employee
Years
Job
Industry
Shaun Field Shaun Field's Merrill Lynch Experience April 1991 - September 1996
Job Director, Donor Relations/Stewardship at CHOC Children's Foundation
Industry Fund-Raising
Experience
CHOC Children's Foundation October 2003 - Present
Fari International, Inc. August 1997 - February 2003
Soundcoat November 1996 - August 1997
Merrill Lynch April 1991 - September 1996
Skills
Annual Giving, Volunteer Management, Nonprofits, Community Outreach, Grant Writing, Board Development, Event Planning, Grants, Program Development, Public Speaking, Healthcare, Public Relations, Newsletters, Leadership Development, Social Media, Non-profits, Stewardship, Philanthropy, Fundraising, Event Management
Education
Santa Ana College 1986 — 1988
Art
Saddleback College 1977 — 1979
General Ed
CHOC Children's Foundation October 2003 - Present
Fari International, Inc. August 1997 - February 2003
Soundcoat November 1996 - August 1997
Merrill Lynch April 1991 - September 1996
Skills
Annual Giving, Volunteer Management, Nonprofits, Community Outreach, Grant Writing, Board Development, Event Planning, Grants, Program Development, Public Speaking, Healthcare, Public Relations, Newsletters, Leadership Development, Social Media, Non-profits, Stewardship, Philanthropy, Fundraising, Event Management
Education
Santa Ana College 1986 — 1988
Art
Saddleback College 1977 — 1979
General Ed
randell moss randell moss's Merrill Lynch Experience September 2013 - Present
Job Business Generator/Sales Consultant
Industry Marketing and Advertising
Experience
Merrill Lynch September 2013 - Present
City Wide Maintenance April 2013 - September 2013
Complete Nutrition November 2011 - May 2012
Skills
Advertising, Social Media Marketing, Marketing, Sales, Account Management, Social Media, Marketing Communications, Marketing Strategy, Customer Service, Email Marketing, Facebook
Education
University of North Florida 2010 — 2013
Master's degree, Sociology
Saint Johns River State College
Santa Fe Community College
Merrill Lynch September 2013 - Present
City Wide Maintenance April 2013 - September 2013
Complete Nutrition November 2011 - May 2012
Skills
Advertising, Social Media Marketing, Marketing, Sales, Account Management, Social Media, Marketing Communications, Marketing Strategy, Customer Service, Email Marketing, Facebook
Education
University of North Florida 2010 — 2013
Master's degree, Sociology
Saint Johns River State College
Santa Fe Community College
Tom Whalen's Merrill Lynch Experience November 1995 - April 2001
Job Independent Consultant
Industry Higher Education
Experience
Rensselaer Polytechnic Institute October 2010 - February 2015
Rensselaer Polytechnic Institute February 2009 - October 2010
Rensselaer Polytechnic Institute September 2004 - January 2009
Siena College September 2002 - September 2004
City Year April 2001 - March 2002
Merrill Lynch November 1995 - April 2001
KeyBank June 1993 - October 1995
Skills
Fundraising, Leadership, Higher Education, Community Outreach, Alumni Relations, Leadership Development, Public Speaking, Strategic Planning, Program Management, Management, Nonprofits, Volunteer Management, Building Relationships, Career Services, Career Counseling, Social Networking, Program Development, Business Development, Research, Marketing, Career Development, Staff Development, Training, Teaching, Campaign Strategies, LinkedIn, Philanthropy, Student Leadership, Community Development, Event Management, Annual Giving, Grants, Moves Management, Donor Research, Board Development, Volunteer Engagement, Budgets, Cold Calling, Exit Surveys, Strategic Communications, Coaching, Recruiting, Event Planning, Interviews, Resume Writing
Education
Saint Anselm College 1981 — 1985
BA, Politics
Christian Brothers Academy 1977 — 1981
Rensselaer Polytechnic Institute October 2010 - February 2015
Rensselaer Polytechnic Institute February 2009 - October 2010
Rensselaer Polytechnic Institute September 2004 - January 2009
Siena College September 2002 - September 2004
City Year April 2001 - March 2002
Merrill Lynch November 1995 - April 2001
KeyBank June 1993 - October 1995
Skills
Fundraising, Leadership, Higher Education, Community Outreach, Alumni Relations, Leadership Development, Public Speaking, Strategic Planning, Program Management, Management, Nonprofits, Volunteer Management, Building Relationships, Career Services, Career Counseling, Social Networking, Program Development, Business Development, Research, Marketing, Career Development, Staff Development, Training, Teaching, Campaign Strategies, LinkedIn, Philanthropy, Student Leadership, Community Development, Event Management, Annual Giving, Grants, Moves Management, Donor Research, Board Development, Volunteer Engagement, Budgets, Cold Calling, Exit Surveys, Strategic Communications, Coaching, Recruiting, Event Planning, Interviews, Resume Writing
Education
Saint Anselm College 1981 — 1985
BA, Politics
Christian Brothers Academy 1977 — 1981
Todd Casazza's Merrill Lynch Experience April 2002 - April 2005
Job Relationship Manager Schwab Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
State Street Bank March 2014 - September 2015
Pershing April 2005 - March 2014
Merrill Lynch April 2002 - April 2005
Skills
Electronic Trading, Trading, Options, Trading Systems, Account Management, Risk Management, Onboarding, Financial Services, Equity Trading, Electronic Trading..., Trading Strategies, Separately Managed..., Broker-Dealer, ETFs
Education
Sacred Heart University 1997 — 2001
B.S., Finance, Business Admin.
Charles Schwab September 2015 - Present
State Street Bank March 2014 - September 2015
Pershing April 2005 - March 2014
Merrill Lynch April 2002 - April 2005
Skills
Electronic Trading, Trading, Options, Trading Systems, Account Management, Risk Management, Onboarding, Financial Services, Equity Trading, Electronic Trading..., Trading Strategies, Separately Managed..., Broker-Dealer, ETFs
Education
Sacred Heart University 1997 — 2001
B.S., Finance, Business Admin.
Joe Bennett Joe Bennett's Merrill Lynch Experience 1985 - 2001
Job Chief Operations Officer at mPower Holdings
Industry Banking
Experience
m-Power Holdings 2013 - Present
Charles Schwab Bank 2004 - 2013
PHH Mortgage 2001 - 2004
Merrill Lynch 1985 - 2001
Skills
Loan Origination, Loans, Mortgage Lending, Banking, Credit, Mortgage Banking, Financial Services, Relationship Management, Series 63, Wealth Management, Series 7, Portfolio Management, Residential Mortgages, Mutual Funds, Investments, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Refinance
Education
Sacred Heart University
Bachelor's degree, Finance, General
Wharton School of Business, Advanced Management Program
m-Power Holdings 2013 - Present
Charles Schwab Bank 2004 - 2013
PHH Mortgage 2001 - 2004
Merrill Lynch 1985 - 2001
Skills
Loan Origination, Loans, Mortgage Lending, Banking, Credit, Mortgage Banking, Financial Services, Relationship Management, Series 63, Wealth Management, Series 7, Portfolio Management, Residential Mortgages, Mutual Funds, Investments, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Refinance
Education
Sacred Heart University
Bachelor's degree, Finance, General
Wharton School of Business, Advanced Management Program
Hans Auer Hans Auer's Merrill Lynch Experience 2002 - 2009
Job First Vice President, Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2009 - Present
Merrill Lynch 2002 - 2009
Skills
Investments, Series 7, Retirement Planning, Portfolio Management, Strategic Financial..., Securities, Asset Management, Financial Analysis, Fixed Income, Investment Strategies, Wealth Management, Alternative Investments, Estate Planning, Mutual Funds, Separately Managed..., Banking, Budgets, Credit Analysis, Customer Service, Defined Benefit, Due Diligence, Finance, New Business Development, Credit, Insurance
Education
St. Bonaventure University 1989 — 1993
BS, Business Administration
UBS Wealth Management January 2009 - Present
Merrill Lynch 2002 - 2009
Skills
Investments, Series 7, Retirement Planning, Portfolio Management, Strategic Financial..., Securities, Asset Management, Financial Analysis, Fixed Income, Investment Strategies, Wealth Management, Alternative Investments, Estate Planning, Mutual Funds, Separately Managed..., Banking, Budgets, Credit Analysis, Customer Service, Defined Benefit, Due Diligence, Finance, New Business Development, Credit, Insurance
Education
St. Bonaventure University 1989 — 1993
BS, Business Administration
Larry Greene Larry Greene's Merrill Lynch Experience 1978 - 1979
Job Owner: Greene & Associates L.L.C. Direct Sales, Marketing and Business Services Contractor
Industry Marketing and Advertising
Experience
Greene & Associates L.L.C. January 2005 - Present
GlaxoSmithKline October 1992 - January 2005
Lederle Laboratories November 1989 - October 1992
Central Foundry Division-General Motors Corporation May 1979 - November 1989
Merrill Lynch 1978 - 1979
Skills
Hospitals, Healthcare, Pharmaceutical Sales, Sales, Neurology, Pharmaceutical Industry, Strategy, Marketing, Business Development, Hospital Sales, Product Launch, Sales Force Development, Cardiology, Urology, Gastroenterology, Rheumatology, Sales Effectiveness, Pulmonology, Dermatology, Diabetes, Psychiatry, Managed Care, Selling Skills, Vaccines, Oncology, Market Access, Market Development
Education
Saginaw Valley State University - College of Business and Management 1976 — 1978
BA, Finance, Accounting, Pre-Law
Greene & Associates L.L.C. January 2005 - Present
GlaxoSmithKline October 1992 - January 2005
Lederle Laboratories November 1989 - October 1992
Central Foundry Division-General Motors Corporation May 1979 - November 1989
Merrill Lynch 1978 - 1979
Skills
Hospitals, Healthcare, Pharmaceutical Sales, Sales, Neurology, Pharmaceutical Industry, Strategy, Marketing, Business Development, Hospital Sales, Product Launch, Sales Force Development, Cardiology, Urology, Gastroenterology, Rheumatology, Sales Effectiveness, Pulmonology, Dermatology, Diabetes, Psychiatry, Managed Care, Selling Skills, Vaccines, Oncology, Market Access, Market Development
Education
Saginaw Valley State University - College of Business and Management 1976 — 1978
BA, Finance, Accounting, Pre-Law
victor aviles victor aviles's Merrill Lynch Experience 1989 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1989 - Present
Education
Saginaw Valley State University - College of Business and Management 1984 — 1985
Master of Business Administration (MBA), Economics
Saginaw Valley State University 1980 — 1984
BBA, Economics and Sociology
Instituto Americano La Paz, Bolivia 1966 — 1979
K to 12
Merrill Lynch 1989 - Present
Education
Saginaw Valley State University - College of Business and Management 1984 — 1985
Master of Business Administration (MBA), Economics
Saginaw Valley State University 1980 — 1984
BBA, Economics and Sociology
Instituto Americano La Paz, Bolivia 1966 — 1979
K to 12
Jozie Parniawski Jozie Parniawski's Merrill Lynch Experience September 2012 - June 2013
Job Senior Auditor at Marcum, LLP
Industry Accounting
Experience
Marcum LLP September 2015 - Present
Marcum LLP January 2015 - September 2015
O'Connor Davies, LLP September 2013 - December 2014
Merrill Lynch September 2012 - June 2013
Staples October 2006 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Typing, Internet, PowerPoint, Proofreading, Customer Service
Education
Sacred Heart University
Bachelor of Science (BS), Accounting and Criminal Justice
Marcum LLP September 2015 - Present
Marcum LLP January 2015 - September 2015
O'Connor Davies, LLP September 2013 - December 2014
Merrill Lynch September 2012 - June 2013
Staples October 2006 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Typing, Internet, PowerPoint, Proofreading, Customer Service
Education
Sacred Heart University
Bachelor of Science (BS), Accounting and Criminal Justice
Kristin Legenza Kristin Legenza's Merrill Lynch Experience March 2011 - November 2012
Job Financial Analyst at HomeServe USA
Industry Financial Services
Experience
HomeServe USA October 2014 - Present
Taro Pharmaceuticals June 2014 - October 2014
Synapse Group Inc. a Time Inc. Company April 2013 - April 2014
Merrill Lynch March 2011 - November 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Strategic Financial..., Financial Research, Microsoft Office, Wealth Management, Wealth Management..., Thompson, Sales Force Development, Business Objects, Hyperion Reports, Ad Hoc Reporting
Education
Sacred Heart University 2008 — 2012
Bachelor's degree, Finance and Financial Management Services
HomeServe USA October 2014 - Present
Taro Pharmaceuticals June 2014 - October 2014
Synapse Group Inc. a Time Inc. Company April 2013 - April 2014
Merrill Lynch March 2011 - November 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Strategic Financial..., Financial Research, Microsoft Office, Wealth Management, Wealth Management..., Thompson, Sales Force Development, Business Objects, Hyperion Reports, Ad Hoc Reporting
Education
Sacred Heart University 2008 — 2012
Bachelor's degree, Finance and Financial Management Services
Danielle Whitmore's Merrill Lynch Experience April 2005 - January 2008
Job Business Analyst, Chase Mortgage Banking Process Control
Industry Banking
Experience
Chase August 2013 - Present
Chase Home Finance July 2011 - August 2013
Merrill Lynch April 2005 - January 2008
Humanitarian/Missionary March 2000 - March 2005
Ever’mans Natural Foods Co-operative January 2003 - June 2004
Skills
5 years in the Finance..., 2 years experience in..., Proficient in automated..., Marketing Communications, Humanitarian Assistance, Religious Studies, Non-profit Volunteer, Customer Service, Banking, PowerPoint, Loans, Analysis, Credit, Management, Microsoft Excel, Mortgage Servicing, Consumer Lending, Mortgage Lending, Mortgage Banking, Process Improvement, Teamwork, FHA, Leadership, Loss Mitigation, Time Management, SharePoint, Loan Servicing, Underwriting
Education
Saint Johns River State College 2011 — 2014
BRSM 2002 — 2004
Non-Degree Program, Religious Studies, 3.9
Chase August 2013 - Present
Chase Home Finance July 2011 - August 2013
Merrill Lynch April 2005 - January 2008
Humanitarian/Missionary March 2000 - March 2005
Ever’mans Natural Foods Co-operative January 2003 - June 2004
Skills
5 years in the Finance..., 2 years experience in..., Proficient in automated..., Marketing Communications, Humanitarian Assistance, Religious Studies, Non-profit Volunteer, Customer Service, Banking, PowerPoint, Loans, Analysis, Credit, Management, Microsoft Excel, Mortgage Servicing, Consumer Lending, Mortgage Lending, Mortgage Banking, Process Improvement, Teamwork, FHA, Leadership, Loss Mitigation, Time Management, SharePoint, Loan Servicing, Underwriting
Education
Saint Johns River State College 2011 — 2014
BRSM 2002 — 2004
Non-Degree Program, Religious Studies, 3.9
Matthew Davey, CPIM's Merrill Lynch Experience August 2006 - October 2008
Job Director, Supply Chain at NuSil Technology LLC
Industry Chemicals
Experience
NuSil Technology LLC February 2015 - Present
Celanese January 2014 - February 2015
Dow Corning September 2012 - January 2014
Dow Corning June 2010 - September 2012
Dow Corning September 2009 - June 2010
JPMorgan Chase November 2008 - September 2009
Merrill Lynch August 2006 - October 2008
Dow Corning Corporation June 2001 - August 2006
Skills
Fillers, Platinum, Base Metals, Precious Metals, Six Sigma, Negotiation, Purchasing, Procurement, Cost Reduction, SAP, Change Management, Inventory Management, Contract Negotiation, Chemicals, Strategic Sourcing, Excel, Microsoft Office, Sourcing, Ariba, Supply Chain, Contract Management, Supply Management, Forecasting, Supply Chain Management, Raw Materials, Supplier Negotiation, Strategic Planning, Commodity Markets, DMAIC, Financial Analysis, Global Sourcing, Resin, Silicones, Logistics, Cross-functional Team..., Supply Chain..., Investments, MRP, Materials Management, APICS Member, Finance, E-procurement, Microsoft Excel, Spend Analysis, Process Optimization, Lean Manufacturing, Manufacturing, Plastics, CPIM, Continuous Improvement
Education
Saginaw Valley State University - College of Business and Management 2002 — 2006
B.B.A., Finance
NuSil Technology LLC February 2015 - Present
Celanese January 2014 - February 2015
Dow Corning September 2012 - January 2014
Dow Corning June 2010 - September 2012
Dow Corning September 2009 - June 2010
JPMorgan Chase November 2008 - September 2009
Merrill Lynch August 2006 - October 2008
Dow Corning Corporation June 2001 - August 2006
Skills
Fillers, Platinum, Base Metals, Precious Metals, Six Sigma, Negotiation, Purchasing, Procurement, Cost Reduction, SAP, Change Management, Inventory Management, Contract Negotiation, Chemicals, Strategic Sourcing, Excel, Microsoft Office, Sourcing, Ariba, Supply Chain, Contract Management, Supply Management, Forecasting, Supply Chain Management, Raw Materials, Supplier Negotiation, Strategic Planning, Commodity Markets, DMAIC, Financial Analysis, Global Sourcing, Resin, Silicones, Logistics, Cross-functional Team..., Supply Chain..., Investments, MRP, Materials Management, APICS Member, Finance, E-procurement, Microsoft Excel, Spend Analysis, Process Optimization, Lean Manufacturing, Manufacturing, Plastics, CPIM, Continuous Improvement
Education
Saginaw Valley State University - College of Business and Management 2002 — 2006
B.B.A., Finance
Anthony Guthrie's Merrill Lynch Experience August 2011 - June 2012
Job Business Analysis CSO Pricing Coordinator at United Natural Foods
Industry Accounting
Experience
United Natural Foods February 2014 - Present
Staffing Solutions of Hawaii February 2013 - September 2013
Wediko Children's Services January 2011 - December 2012
Law Office of Iannella & Mummolo August 2012 - November 2012
Merrill Lynch August 2011 - June 2012
Saint Anselm College Residential Life August 2009 - January 2012
Vector Marketing June 2009 - January 2011
Skills
Sales, Internet Resources, Microsoft Excel, SQL, Microsoft Word, Access Database, Basic Spanish, Accounting, Business Process..., Team Development, Networking, Entrepreneurship, Community Service, Personal Finance, Integrity, Public Speaking, Lead Generation, Customer Service, Human Resources, HRIS, Employee Relations, Recruiting
Education
Southern New Hampshire University 2012 — 2013
Master of Business Administration (MBA), Management Sciences, Quantitative Methods, Accounting
Saint Anselm College 2008 — 2012
Bachelor of Science (B.S.), Business
United Natural Foods February 2014 - Present
Staffing Solutions of Hawaii February 2013 - September 2013
Wediko Children's Services January 2011 - December 2012
Law Office of Iannella & Mummolo August 2012 - November 2012
Merrill Lynch August 2011 - June 2012
Saint Anselm College Residential Life August 2009 - January 2012
Vector Marketing June 2009 - January 2011
Skills
Sales, Internet Resources, Microsoft Excel, SQL, Microsoft Word, Access Database, Basic Spanish, Accounting, Business Process..., Team Development, Networking, Entrepreneurship, Community Service, Personal Finance, Integrity, Public Speaking, Lead Generation, Customer Service, Human Resources, HRIS, Employee Relations, Recruiting
Education
Southern New Hampshire University 2012 — 2013
Master of Business Administration (MBA), Management Sciences, Quantitative Methods, Accounting
Saint Anselm College 2008 — 2012
Bachelor of Science (B.S.), Business
Suren Musheyev Suren Musheyev's Merrill Lynch Experience May 2006 - January 2009
Job Account Manager for OTC Derivative/ Operation at SS&C GlopeOp
Industry Financial Services
Experience
SS&C GlobeOp August 2011 - Present
C12 Capital Management January 2010 - August 2011
Merrill Lynch May 2006 - January 2009
Goldman Sachs December 2004 - May 2006
Skills
Fixed Income, Prime Brokerage, Hedge Funds, FX Options, Derivatives, Equities, Trading, Securities, Bonds, Swaps, Back Office, Settlement, Options, Valuation, Mutual Funds, Finance
Education
Syracuse University 2015 — 2017
Master of Business Administration (MBA), Finance
St. John's University 2000 — 2004
Bachelor of Arts, Economics
SS&C GlobeOp August 2011 - Present
C12 Capital Management January 2010 - August 2011
Merrill Lynch May 2006 - January 2009
Goldman Sachs December 2004 - May 2006
Skills
Fixed Income, Prime Brokerage, Hedge Funds, FX Options, Derivatives, Equities, Trading, Securities, Bonds, Swaps, Back Office, Settlement, Options, Valuation, Mutual Funds, Finance
Education
Syracuse University 2015 — 2017
Master of Business Administration (MBA), Finance
St. John's University 2000 — 2004
Bachelor of Arts, Economics
Geraldine DeLuca Geraldine DeLuca's Merrill Lynch Experience 1996 - 1999
Job Director of Human Resources
Industry Human Resources
Experience
Cooperative 129 East 82nd 1999 - Present
Dealogic August 2011 - December 2012
Jurlique August 2008 - March 2011
The Reserve August 2005 - July 2007
Strategic Workforce Solutions December 2002 - August 2005
Capco March 2000 - December 2002
Merrill Lynch 1996 - 1999
Barclays 1995 - 1996
Bankers Trust Company 1992 - 1995
Chase 1981 - 1992
Skills
Human Resources, Management, Employee Relations, Recruiting, Performance Management, Career Development, Talent Management, Employee Engagement
Education
Saint Anselm College
Bachelor of Arts (B.A.)
University of Massachusetts Boston
Master's degree
University of Michigan
Cooperative 129 East 82nd 1999 - Present
Dealogic August 2011 - December 2012
Jurlique August 2008 - March 2011
The Reserve August 2005 - July 2007
Strategic Workforce Solutions December 2002 - August 2005
Capco March 2000 - December 2002
Merrill Lynch 1996 - 1999
Barclays 1995 - 1996
Bankers Trust Company 1992 - 1995
Chase 1981 - 1992
Skills
Human Resources, Management, Employee Relations, Recruiting, Performance Management, Career Development, Talent Management, Employee Engagement
Education
Saint Anselm College
Bachelor of Arts (B.A.)
University of Massachusetts Boston
Master's degree
University of Michigan
James Minieri James Minieri's Merrill Lynch Experience June 2005 - September 2005
Job Media Buyer Direct Response at ICON International, Inc.
Industry Broadcast Media
Experience
ICON International, Inc. January 2014 - Present
Media Partnership July 2012 - January 2014
Media Partnership February 2011 - July 2012
ICON International, Inc. November 2010 - January 2011
Nets Basketball August 2009 - April 2010
Nets Basketball June 2009 - August 2009
Major Indoor Soccer League LLC November 2006 - January 2007
Bridgeport Soundtigers September 2006 - November 2006
Merrill Lynch June 2005 - September 2005
Sacred Heart University FACTORY October 2004 - May 2005
Skills
Marketing, Advertising, Media Buying, Media Planning, Negotiation, Purchasing Negotiation, Media Relations, Direct Response..., Television, Radio, Customer Service, Marketing Communications, Digital Marketing, Media Analysis, Marketing Research, Sales, Social Networking, Sports Marketing, Online Advertising, Social Media Marketing, Direct Marketing, Management, Social Media, Sponsorship, Cold Calling, Digital Media, Integrated Marketing, Ticket Sales, MediaBank, Lead Generation, Facebook, Microsoft Office, PowerPoint, Outlook
Education
Sacred Heart University 2005 — 2009
BS, Sports Management
Sacred Heart University 2004 — 2009
BS, Sports Management
Fordham Preparatory School 2000 — 2004
ICON International, Inc. January 2014 - Present
Media Partnership July 2012 - January 2014
Media Partnership February 2011 - July 2012
ICON International, Inc. November 2010 - January 2011
Nets Basketball August 2009 - April 2010
Nets Basketball June 2009 - August 2009
Major Indoor Soccer League LLC November 2006 - January 2007
Bridgeport Soundtigers September 2006 - November 2006
Merrill Lynch June 2005 - September 2005
Sacred Heart University FACTORY October 2004 - May 2005
Skills
Marketing, Advertising, Media Buying, Media Planning, Negotiation, Purchasing Negotiation, Media Relations, Direct Response..., Television, Radio, Customer Service, Marketing Communications, Digital Marketing, Media Analysis, Marketing Research, Sales, Social Networking, Sports Marketing, Online Advertising, Social Media Marketing, Direct Marketing, Management, Social Media, Sponsorship, Cold Calling, Digital Media, Integrated Marketing, Ticket Sales, MediaBank, Lead Generation, Facebook, Microsoft Office, PowerPoint, Outlook
Education
Sacred Heart University 2005 — 2009
BS, Sports Management
Sacred Heart University 2004 — 2009
BS, Sports Management
Fordham Preparatory School 2000 — 2004
Vincent Iannitelli Vincent Iannitelli's Merrill Lynch Experience April 2014 - December 2014
Job Financial Advisor
Industry Higher Education
Experience
AXA Advisors July 2015 - Present
Two Cousins Properties LLC March 2014 - Present
Merrill Lynch April 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Enterprise Rent-A-Car June 2013 - November 2013
Flushing Bank June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Social Media, Facebook, Teamwork, Time Management, Wealth Outlook Plans, Communication, Customer Service, Social Networking, Access, Management, Sales, Finance
Education
Sacred Heart University 2011 — 2015
Bachelor of Science (B.S.), Finance & Business Economics
Commack High School 2007 — 2011
AXA Advisors July 2015 - Present
Two Cousins Properties LLC March 2014 - Present
Merrill Lynch April 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Enterprise Rent-A-Car June 2013 - November 2013
Flushing Bank June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Social Media, Facebook, Teamwork, Time Management, Wealth Outlook Plans, Communication, Customer Service, Social Networking, Access, Management, Sales, Finance
Education
Sacred Heart University 2011 — 2015
Bachelor of Science (B.S.), Finance & Business Economics
Commack High School 2007 — 2011
Kelli McDonell Kelli McDonell's Merrill Lynch Experience January 2009 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Merrill Lynch January 2005 - Present
Skills
Series 7, Series 66
Education
Saginaw Valley State University
Merrill Lynch January 2009 - Present
Merrill Lynch January 2005 - Present
Skills
Series 7, Series 66
Education
Saginaw Valley State University
Hyasmine Romelus Hyasmine Romelus's Merrill Lynch Experience July 2008 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch July 2008 - April 2012
Merrill Lynch 2007 - 2012
Merrill Lynch July 2007 - June 2008
Goldman Sachs June 2006 - August 2006
Education
Saint John's University 2003 — 2007
Bachelor of Science (BS), Finance, General
Saint John's University
Bachelors of Science; Diploma, Finance
Merrill Lynch July 2008 - April 2012
Merrill Lynch 2007 - 2012
Merrill Lynch July 2007 - June 2008
Goldman Sachs June 2006 - August 2006
Education
Saint John's University 2003 — 2007
Bachelor of Science (BS), Finance, General
Saint John's University
Bachelors of Science; Diploma, Finance
Chris Cosgrove's Merrill Lynch Experience 2000 - 2000
Job VP Head of Operations & Marketing at CloudX
Industry Information Technology and Services
Experience
CloudX Inc March 2012 - Present
Zocdoc.com August 2011 - March 2012
IKON Office Solutions, Inc December 2008 - August 2011
Brookview Financial, Inc 2005 - 2008
Starbucks Coffee Company 2001 - 2005
Greenwich Capital Markets January 2001 - January 2001
Merrill Lynch 2000 - 2000
VALASSIS COMMUNICATIONS, INC 1999 - 1999
Skills
Salesforce, Healthcare, Consultative Selling, New Business Development, Sales Process, Customer Relations, IT Outsourcing, Solutions Marketing, Corporate Finance, Solution Selling, Cloud Applications, Cloud Computing, Cloud Marketing, New Business Generation, Strategic Partnerships, Partner Management, Customer Service, Document Management, Inbound Marketing, Document Conversion, Salesforce.com, Selling, Blogging, SaaS, HubSpot, Sales, Leadership, Document Imaging, Sales Operations, Account Management, Competitive Analysis, Document Capture, Lead Generation, Email Marketing, CRM, Professional Services, Enterprise Software, B2B, Financial Services, Customer Retention, Direct Sales, Outsourcing, Software Industry, Business Process, Strategy, Process Improvement, Sales Presentations, Marketing, Cold Calling, Management
Education
Saint Anselm College 1997 — 2000
Bachelor of Arts, History - Cum Laude
ND 1995 — 1997
Diploma, General Studies
CloudX Inc March 2012 - Present
Zocdoc.com August 2011 - March 2012
IKON Office Solutions, Inc December 2008 - August 2011
Brookview Financial, Inc 2005 - 2008
Starbucks Coffee Company 2001 - 2005
Greenwich Capital Markets January 2001 - January 2001
Merrill Lynch 2000 - 2000
VALASSIS COMMUNICATIONS, INC 1999 - 1999
Skills
Salesforce, Healthcare, Consultative Selling, New Business Development, Sales Process, Customer Relations, IT Outsourcing, Solutions Marketing, Corporate Finance, Solution Selling, Cloud Applications, Cloud Computing, Cloud Marketing, New Business Generation, Strategic Partnerships, Partner Management, Customer Service, Document Management, Inbound Marketing, Document Conversion, Salesforce.com, Selling, Blogging, SaaS, HubSpot, Sales, Leadership, Document Imaging, Sales Operations, Account Management, Competitive Analysis, Document Capture, Lead Generation, Email Marketing, CRM, Professional Services, Enterprise Software, B2B, Financial Services, Customer Retention, Direct Sales, Outsourcing, Software Industry, Business Process, Strategy, Process Improvement, Sales Presentations, Marketing, Cold Calling, Management
Education
Saint Anselm College 1997 — 2000
Bachelor of Arts, History - Cum Laude
ND 1995 — 1997
Diploma, General Studies
Nick Anderson Nick Anderson's Merrill Lynch Experience 2008 - 2008
Job Austin Regional General Manager at Favor
Industry Internet
Experience
Favor 2015 - Present
Favor 2015 - 2015
Uber Technologies 2014 - 2015
Breakout Commerce 2013 - 2015
Barclays Capital 2010 - 2012
Bank of America Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2008
Dougherty & Company 2005 - 2007
Target Corporation 2004 - 2005
Skills
Start-ups, Investment Banking, Valuation, Social Media, Negotiation, Retail, Writing, Sales, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Strategy, Equity Research, Equities, Entrepreneurship, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA
Saint John's University 2000 — 2004
Favor 2015 - Present
Favor 2015 - 2015
Uber Technologies 2014 - 2015
Breakout Commerce 2013 - 2015
Barclays Capital 2010 - 2012
Bank of America Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2008
Dougherty & Company 2005 - 2007
Target Corporation 2004 - 2005
Skills
Start-ups, Investment Banking, Valuation, Social Media, Negotiation, Retail, Writing, Sales, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Strategy, Equity Research, Equities, Entrepreneurship, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA
Saint John's University 2000 — 2004
Sergio Forlini Sergio Forlini's Merrill Lynch Experience September 2000 - Present
Job Senior Vice President & Wealth Management Advisor at Merrill lynch
Industry Financial Services
Experience
Merrill lynch September 2000 - Present
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Equities
Education
Sacred Heart University 1999 — 2003
Bachelor's degree, Finance
Merrill lynch September 2000 - Present
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Equities
Education
Sacred Heart University 1999 — 2003
Bachelor's degree, Finance
Katherine Tagulaid Katherine Tagulaid's Merrill Lynch Experience May 2011 - July 2011
Job Reservations Host at Marta
Industry Hospitality
Experience
Union Square Hospitality Group April 2015 - Present
Chase Hospitality Group October 2014 - March 2015
Chase Hospitality Group June 2014 - March 2015
Stylus Marketing January 2014 - April 2014
Milford Living Magazine March 2013 - May 2013
Sacred Heart University January 2013 - March 2013
Sacred Heart University May 2011 - September 2011
Merrill Lynch May 2011 - July 2011
Sacred Heart University September 2010 - May 2011
Skills
Microsoft Word, Advertising, Microsoft Excel, InDesign, PowerPoint, Final Cut Pro, Photoshop, Illustrator, Microsoft Office, Public Relations, SPSS, Social Media, Market Research, Microsoft Publisher, Constant Contact, Twitter, Facebook Marketing, Adobe Illustrator, QuickBooks, Open Table, Event Planning, Facebook, Marketing, Social Media Marketing, Social Networking
Education
Sacred Heart University 2012 — 2013
Masters in Communications
Sacred Heart University 2008 — 2012
Marketing/Business Administration, Communications
Farmington High School 2005 — 2008
Union Square Hospitality Group April 2015 - Present
Chase Hospitality Group October 2014 - March 2015
Chase Hospitality Group June 2014 - March 2015
Stylus Marketing January 2014 - April 2014
Milford Living Magazine March 2013 - May 2013
Sacred Heart University January 2013 - March 2013
Sacred Heart University May 2011 - September 2011
Merrill Lynch May 2011 - July 2011
Sacred Heart University September 2010 - May 2011
Skills
Microsoft Word, Advertising, Microsoft Excel, InDesign, PowerPoint, Final Cut Pro, Photoshop, Illustrator, Microsoft Office, Public Relations, SPSS, Social Media, Market Research, Microsoft Publisher, Constant Contact, Twitter, Facebook Marketing, Adobe Illustrator, QuickBooks, Open Table, Event Planning, Facebook, Marketing, Social Media Marketing, Social Networking
Education
Sacred Heart University 2012 — 2013
Masters in Communications
Sacred Heart University 2008 — 2012
Marketing/Business Administration, Communications
Farmington High School 2005 — 2008
Nicholas Trocki's Merrill Lynch Experience June 2012 - August 2012
Job Assistant Property Manager at CBRE
Industry Commercial Real Estate
Experience
CBRE February 2015 - Present
CBRE November 2013 - February 2015
CBRE 2013 - 2015
Boardwalk Properties July 2013 - November 2013
Merrill Lynch June 2012 - August 2012
Peterson Party Center June 2011 - September 2011
Cafe Dolce May 2008 - August 2009
Skills
PowerPoint, Microsoft Excel, Marketing, Finance, Microsoft Word, Microsoft Office, Facebook, Social Media, Outlook, Financial Modeling, Operations Management, Customer Service, Social Networking, Social Media Marketing, Public Speaking, Leadership, Event Planning, Teamwork, Time Management, Sales, Research, Salesforce.com, Program Management, Account Management, Market Research, Business Development, New Business Development, Process Improvement, Team Leadership, Strategic Planning, Advertising, Project Management, Negotiation, Marketing Strategy, Team Building
Education
Sacred Heart University 2009 — 2013
Bussiness Administration with a Marketing Focus
American Real Estate Academy 2013 — 2013
Massachusetts Real Estate Salesperson Liceanse, Real Estate
Sacred Heart University, John F. Welch College of Business 2009 — 2013
Bachelor of Science, Business Administration; Marketing
CBRE February 2015 - Present
CBRE November 2013 - February 2015
CBRE 2013 - 2015
Boardwalk Properties July 2013 - November 2013
Merrill Lynch June 2012 - August 2012
Peterson Party Center June 2011 - September 2011
Cafe Dolce May 2008 - August 2009
Skills
PowerPoint, Microsoft Excel, Marketing, Finance, Microsoft Word, Microsoft Office, Facebook, Social Media, Outlook, Financial Modeling, Operations Management, Customer Service, Social Networking, Social Media Marketing, Public Speaking, Leadership, Event Planning, Teamwork, Time Management, Sales, Research, Salesforce.com, Program Management, Account Management, Market Research, Business Development, New Business Development, Process Improvement, Team Leadership, Strategic Planning, Advertising, Project Management, Negotiation, Marketing Strategy, Team Building
Education
Sacred Heart University 2009 — 2013
Bussiness Administration with a Marketing Focus
American Real Estate Academy 2013 — 2013
Massachusetts Real Estate Salesperson Liceanse, Real Estate
Sacred Heart University, John F. Welch College of Business 2009 — 2013
Bachelor of Science, Business Administration; Marketing
Elizabeth M. Amarillo Elizabeth M. Amarillo's Merrill Lynch Experience April 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Royal Bank of Scotland December 2009 - September 2011
General Electric Asset Management October 2006 - December 2009
Skills
Bloomberg, Investments, Trading, Equities, Trading Systems, Hedge Funds, Fluent in Spanish, Mutual Funds, Bonds, Loans, Securities, Series 7
Education
Sacred Heart University
B.S. Business Administration, Management Concentration
The University of Connecticut
B.A, Psychology, Minor Criminal Justice
Merrill Lynch April 2012 - Present
Royal Bank of Scotland December 2009 - September 2011
General Electric Asset Management October 2006 - December 2009
Skills
Bloomberg, Investments, Trading, Equities, Trading Systems, Hedge Funds, Fluent in Spanish, Mutual Funds, Bonds, Loans, Securities, Series 7
Education
Sacred Heart University
B.S. Business Administration, Management Concentration
The University of Connecticut
B.A, Psychology, Minor Criminal Justice
Quan Tran Quan Tran's Merrill Lynch Experience January 2012 - May 2012
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
KPMG September 2013 - August 2015
Savills Vietnam Company Limited January 2013 - August 2013
Merrill Lynch January 2012 - May 2012
Saint Anselm College October 2008 - April 2012
Harvard Business School May 2011 - August 2011
Flatiron Financial Group January 2011 - May 2011
DUC ANH A&T COMPANY May 2008 - August 2008
Skills
Analysis, Research, Strategy, Microsoft Office, Investments, Banking, Public Speaking, Finance, Mutual Funds, Bloomberg, Financial Analysis, Customer Service, Morningstar analysis, Negotiation, Program Management, Team Building, Fundraising, Portfolio Management, Presentations, Presentation Skills, Auditing, Accounting, Financial Modeling, Sales, Commercial Real Estate
Education
CFA Institute
Saint Anselm College 2008 — 2012
Bachelor of Arts (Magna Cum Laude), Financial Economics, 3.6
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
KPMG September 2013 - August 2015
Savills Vietnam Company Limited January 2013 - August 2013
Merrill Lynch January 2012 - May 2012
Saint Anselm College October 2008 - April 2012
Harvard Business School May 2011 - August 2011
Flatiron Financial Group January 2011 - May 2011
DUC ANH A&T COMPANY May 2008 - August 2008
Skills
Analysis, Research, Strategy, Microsoft Office, Investments, Banking, Public Speaking, Finance, Mutual Funds, Bloomberg, Financial Analysis, Customer Service, Morningstar analysis, Negotiation, Program Management, Team Building, Fundraising, Portfolio Management, Presentations, Presentation Skills, Auditing, Accounting, Financial Modeling, Sales, Commercial Real Estate
Education
CFA Institute
Saint Anselm College 2008 — 2012
Bachelor of Arts (Magna Cum Laude), Financial Economics, 3.6
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
Dale Krueger Dale Krueger's Merrill Lynch Experience November 1982 - May 1991
Job President at Ashford Financial Group
Industry Financial Services
Experience
ashford 1993 - Present
ashford 1993 - Present
Merrill Lynch November 1982 - May 1991
Skills
Captain of Creativity, Admiral of Analogies, Victor over Buffoonery, Creativity, Alternative Investments, Investments, Equities, Mergers, Leadership, Entrepreneurship, Private Equity, Mergers & Acquisitions, Venture Capital, Strategic Financial..., Wealth Management, Investment Strategies, Securities, Asset Management, Corporate Finance, Due Diligence, Asset Managment, Start-ups, Funding, Corporate Development, Portfolio Management, Private Placements, Investment Banking, Capital Markets, Asset Allocation, Investment Advisory, Hedge Funds, Trading, Investor Relations, IPO, Finance, Valuation, Mutual Funds, Executive Management, Financial Markets, Financial Structuring, Series 7, Emerging Markets, Financial Services, Restructuring, Financial Modeling, Financial Advisory, Commodity, Options, Joint Ventures, Business Valuation
Education
Saginaw Valley State University 1977 — 1982
BBA, Economics
Arthur Hill High School 1975 — 1977
ashford 1993 - Present
ashford 1993 - Present
Merrill Lynch November 1982 - May 1991
Skills
Captain of Creativity, Admiral of Analogies, Victor over Buffoonery, Creativity, Alternative Investments, Investments, Equities, Mergers, Leadership, Entrepreneurship, Private Equity, Mergers & Acquisitions, Venture Capital, Strategic Financial..., Wealth Management, Investment Strategies, Securities, Asset Management, Corporate Finance, Due Diligence, Asset Managment, Start-ups, Funding, Corporate Development, Portfolio Management, Private Placements, Investment Banking, Capital Markets, Asset Allocation, Investment Advisory, Hedge Funds, Trading, Investor Relations, IPO, Finance, Valuation, Mutual Funds, Executive Management, Financial Markets, Financial Structuring, Series 7, Emerging Markets, Financial Services, Restructuring, Financial Modeling, Financial Advisory, Commodity, Options, Joint Ventures, Business Valuation
Education
Saginaw Valley State University 1977 — 1982
BBA, Economics
Arthur Hill High School 1975 — 1977
Bill Gorman, CFP® Bill Gorman, CFP®'s Merrill Lynch Experience 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2006 - Present
UBS Wealth Management 2004 - 2006
Atlantic Data Services 1997 - 1998
Alltel Information Services 1990 - 1996
ALLTEL Information Services 1990 - 1996
Chase Manhattan Corporation 1985 - 1990
Education
Saint Bonaventure University 1977 — 1981
B.B.A., Finance
Pittsburgh Central Catholic High School 1973 — 1977
Merrill Lynch 2006 - Present
UBS Wealth Management 2004 - 2006
Atlantic Data Services 1997 - 1998
Alltel Information Services 1990 - 1996
ALLTEL Information Services 1990 - 1996
Chase Manhattan Corporation 1985 - 1990
Education
Saint Bonaventure University 1977 — 1981
B.B.A., Finance
Pittsburgh Central Catholic High School 1973 — 1977
Ed Hanley's Merrill Lynch Experience 1981 - 1984
Job Sedona, Arizona Real Estate Professional
Industry Real Estate
Experience
Coldwell Banker First Affiliate 2002 - Present
Coldwell Banker First Affiliate 2004 - 2009
Sedona Reclaimed Lumber Company 1995 - 2009
Sirocco Trading Company 1991 - 2009
First Guardian Trust Company, Ltd. 1984 - 2001
Antilles AirBoats, Inc 1978 - 1989
Merrill Lynch 1981 - 1984
United States Air Force 1953 - 1978
Skills
Real Estate, Referrals, Strategy, REO, Foreclosures, Sellers, Short Sales, Management, Single Family Homes, Real Estate Transactions, Residential Homes, Investors, Buyer Representation, Investment Properties, Investments, First Time Home Buyers, Sales
Education
University of New Hampshire 1972 — 1975
BS, Business Management
Saint Anselm College 1954 — 1955
None, Pre-med
Coldwell Banker First Affiliate 2002 - Present
Coldwell Banker First Affiliate 2004 - 2009
Sedona Reclaimed Lumber Company 1995 - 2009
Sirocco Trading Company 1991 - 2009
First Guardian Trust Company, Ltd. 1984 - 2001
Antilles AirBoats, Inc 1978 - 1989
Merrill Lynch 1981 - 1984
United States Air Force 1953 - 1978
Skills
Real Estate, Referrals, Strategy, REO, Foreclosures, Sellers, Short Sales, Management, Single Family Homes, Real Estate Transactions, Residential Homes, Investors, Buyer Representation, Investment Properties, Investments, First Time Home Buyers, Sales
Education
University of New Hampshire 1972 — 1975
BS, Business Management
Saint Anselm College 1954 — 1955
None, Pre-med
Stacy Leutner's Merrill Lynch Experience June 2010 - Present
Job Financial Advisor, Vice PresidentInvestments
Industry Investment Management
Experience
Merrill Lynch June 2010 - Present
Major Financial Institution August 2008 - July 2010
Oppenheimer & Co. 2006 - 2008
Harrah's Entertainment 2004 - 2006
Education
Saddleback College 1986 — 1989
Real Estate/Business Law
University of Oklahoma 1982 — 1986
BA, Business Management
Merrill Lynch June 2010 - Present
Major Financial Institution August 2008 - July 2010
Oppenheimer & Co. 2006 - 2008
Harrah's Entertainment 2004 - 2006
Education
Saddleback College 1986 — 1989
Real Estate/Business Law
University of Oklahoma 1982 — 1986
BA, Business Management
Dennis E. Mojares, Jr. Dennis E. Mojares, Jr.'s Merrill Lynch Experience 1995 - 2000
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2007 - Present
Wachovia Securities, LLC 2003 - 2007
HSBC Retail Banking and Wealth Management 2002 - 2003
UBS Financial Services 2000 - 2002
Merrill Lynch 1995 - 2000
Skills
Equities, Asset Management, Asset Allocation
Education
Saint Bonaventure University 1985 — 1990
Bachelor of Arts (BA), Psychology/Finance
Oratory Catholic Prep 1979 — 1985
Oak Knoll School
Charles Schwab 2007 - Present
Wachovia Securities, LLC 2003 - 2007
HSBC Retail Banking and Wealth Management 2002 - 2003
UBS Financial Services 2000 - 2002
Merrill Lynch 1995 - 2000
Skills
Equities, Asset Management, Asset Allocation
Education
Saint Bonaventure University 1985 — 1990
Bachelor of Arts (BA), Psychology/Finance
Oratory Catholic Prep 1979 — 1985
Oak Knoll School
Christopher Tinsley Christopher Tinsley's Merrill Lynch Experience 2013 - 2014
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates June 2014 - Present
Merrill Lynch 2013 - 2014
Saint Anselm College September 2009 - May 2013
Merrill Lynch September 2012 - December 2012
Fidelity Investments June 2012 - August 2012
New England Securities June 2011 - August 2011
Skills
Financial Analysis, PowerPoint, Research, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, Access, Statistics, Social Media, Customer Service, Critical Thinking, Leadership, Data Analysis
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.), Financial Economics, 2013
Investment Banking Institute 2012 — 2012
University College London, U. of London 2012 — 2012
Management Science
Cambridge Associates June 2014 - Present
Merrill Lynch 2013 - 2014
Saint Anselm College September 2009 - May 2013
Merrill Lynch September 2012 - December 2012
Fidelity Investments June 2012 - August 2012
New England Securities June 2011 - August 2011
Skills
Financial Analysis, PowerPoint, Research, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, Access, Statistics, Social Media, Customer Service, Critical Thinking, Leadership, Data Analysis
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.), Financial Economics, 2013
Investment Banking Institute 2012 — 2012
University College London, U. of London 2012 — 2012
Management Science
Angela Acuna Angela Acuna's Merrill Lynch Experience June 2009 - August 2009
Job Activities Process Expert at IKEA
Industry Logistics and Supply Chain
Experience
IKEA Group May 2015 - Present
IKEA Group November 2011 - May 2015
Owen J. Roberts School District September 2012 - September 2014
Holy Redeemer Health Services June 2005 - November 2011
Saint Joseph's University August 2007 - April 2011
Sunoco May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
PowerPoint, Customer Service, Microsoft Word, Social Media, Outlook, Microsoft Excel, Spanish, Microsoft Office, Inventory Management, Project Management, Analysis, Supply Chain Management, Data Analysis, Teamwork, Research, Nonprofits, Public Speaking, Leadership, Time Management
Education
Universidad Alberto Hurtado 2011 — 2011
International Law
Saint Joseph's University 2007 — 2011
Bachelors in Business Administration, International Business
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
BBA, International Business
Nazareth Academy High School 2003 — 2007
Diploma
IKEA Group May 2015 - Present
IKEA Group November 2011 - May 2015
Owen J. Roberts School District September 2012 - September 2014
Holy Redeemer Health Services June 2005 - November 2011
Saint Joseph's University August 2007 - April 2011
Sunoco May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
PowerPoint, Customer Service, Microsoft Word, Social Media, Outlook, Microsoft Excel, Spanish, Microsoft Office, Inventory Management, Project Management, Analysis, Supply Chain Management, Data Analysis, Teamwork, Research, Nonprofits, Public Speaking, Leadership, Time Management
Education
Universidad Alberto Hurtado 2011 — 2011
International Law
Saint Joseph's University 2007 — 2011
Bachelors in Business Administration, International Business
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
BBA, International Business
Nazareth Academy High School 2003 — 2007
Diploma
Alexander Bafer's Merrill Lynch Experience 1996 - 1997
Job Chief Executive Officer at Carolco Pictures Inc.
Industry Motion Pictures and Film
Experience
Carolco Pictures Inc. 2009 - Present
Digikidz 2005 - 2007
United Capital Management 2001 - 2002
Preferred Securities Group 1998 - 2001
Merrill Lynch 1996 - 1997
Skills
Research, Public Speaking, Strategic Planning, Budgets, Negotiation, Management, Finance, Strategic Financial..., Business Strategy, Business Development, Financial Analysis, Investor Relations, Portfolio Management, Capital Raising, Television, Start-ups, Advertising, Film, Producing, Strategy
Education
St. John's University 1991 — 1995
Bachelor of Science (B.S.), Pre-Law Studies
Carolco Pictures Inc. 2009 - Present
Digikidz 2005 - 2007
United Capital Management 2001 - 2002
Preferred Securities Group 1998 - 2001
Merrill Lynch 1996 - 1997
Skills
Research, Public Speaking, Strategic Planning, Budgets, Negotiation, Management, Finance, Strategic Financial..., Business Strategy, Business Development, Financial Analysis, Investor Relations, Portfolio Management, Capital Raising, Television, Start-ups, Advertising, Film, Producing, Strategy
Education
St. John's University 1991 — 1995
Bachelor of Science (B.S.), Pre-Law Studies
Jennifer Mastronardi Jennifer Mastronardi's Merrill Lynch Experience September 2006 - December 2006
Job Director of Compliance Risk at AXA Equitable Funds Management Group, LLC
Industry Financial Services
Experience
AXA Equitable Funds Management Group, LLC June 2013 - Present
AXA Equitable February 2009 - Present
Morgan Stanley June 2007 - February 2009
Merrill Lynch September 2006 - December 2006
Skills
Investment Company Act, Investment Advisers Act, Compliance, Microsoft Office
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Finance, General
Kellenberg Memorial High School 1999 — 2003
AXA Equitable Funds Management Group, LLC June 2013 - Present
AXA Equitable February 2009 - Present
Morgan Stanley June 2007 - February 2009
Merrill Lynch September 2006 - December 2006
Skills
Investment Company Act, Investment Advisers Act, Compliance, Microsoft Office
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Finance, General
Kellenberg Memorial High School 1999 — 2003
Madhur Sarda's Merrill Lynch Experience September 2003 - January 2004
Job Manager Advisory Services at EY
Industry Financial Services
Experience
EY May 2014 - Present
PwC November 2011 - March 2014
Interactive Data November 2010 - November 2011
Lehman Brothers Holdings Inc. April 2010 - October 2010
JP Morgan Chase (formerly Bear Stearns) March 2008 - December 2009
Bear Stearns January 2005 - March 2008
Taylor Rafferty May 2004 - September 2004
Merrill Lynch September 2003 - January 2004
Mahi Enterprises September 2002 - December 2003
Skills
Fixed Income, Credit Derivatives, Bloomberg, Derivatives, Capital Markets, Valuation, Bonds, Trading, Options, Trading Systems, Swaps, Middle Office, Interest Rate..., Structured Products, CDS, Financial Risk, Structured Finance, Banking, Investments, Finance
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Bachelor of Science, Finance & Mathematics
Saginaw Valley State University 2001 — 2002
Bachelor of Science, Finance
Bishop Cottons Boys School 1998 — 2000
Bishop Cottons Boys School 1998 — 2000
High School
EY May 2014 - Present
PwC November 2011 - March 2014
Interactive Data November 2010 - November 2011
Lehman Brothers Holdings Inc. April 2010 - October 2010
JP Morgan Chase (formerly Bear Stearns) March 2008 - December 2009
Bear Stearns January 2005 - March 2008
Taylor Rafferty May 2004 - September 2004
Merrill Lynch September 2003 - January 2004
Mahi Enterprises September 2002 - December 2003
Skills
Fixed Income, Credit Derivatives, Bloomberg, Derivatives, Capital Markets, Valuation, Bonds, Trading, Options, Trading Systems, Swaps, Middle Office, Interest Rate..., Structured Products, CDS, Financial Risk, Structured Finance, Banking, Investments, Finance
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Bachelor of Science, Finance & Mathematics
Saginaw Valley State University 2001 — 2002
Bachelor of Science, Finance
Bishop Cottons Boys School 1998 — 2000
Bishop Cottons Boys School 1998 — 2000
High School
Jennifer Candelario Jennifer Candelario's Merrill Lynch Experience April 2005 - February 2011
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2013 - Present
UBS Wealth Management February 2011 - Present
Merrill Lynch April 2005 - February 2011
Skills
Series 7, Series 66, Wealth Management, Estate Planning, Stock Option, Equity Trading, Preferred Stock, Retirement Planning, International Clients, Foreign Currency..., Client Liaison, Equities
Education
Saint John's University 2000 — 2004
B.S., Finance
UBS Wealth Management March 2013 - Present
UBS Wealth Management February 2011 - Present
Merrill Lynch April 2005 - February 2011
Skills
Series 7, Series 66, Wealth Management, Estate Planning, Stock Option, Equity Trading, Preferred Stock, Retirement Planning, International Clients, Foreign Currency..., Client Liaison, Equities
Education
Saint John's University 2000 — 2004
B.S., Finance
Tracy Krupnick Urquiaga Tracy Krupnick Urquiaga's Merrill Lynch Experience September 1991 - December 1996
Job CFO & CCO at Prostar Capital US LLC
Industry Banking
Experience
Prostar Capital US LLC April 2013 - Present
Confidential (Management Consulting) September 2012 - April 2013
Credit Suisse December 2007 - July 2012
PricewaterhouseCoopers June 1998 - December 2007
Merrill Lynch September 1991 - December 1996
Education
William E. Simon School of Business 1997 — 1998
Master of Business Administration, Finance and Corporate Accounting
St. Bonaventure University 1987 — 1991
BBA, Finance and Accounting
BK
Prostar Capital US LLC April 2013 - Present
Confidential (Management Consulting) September 2012 - April 2013
Credit Suisse December 2007 - July 2012
PricewaterhouseCoopers June 1998 - December 2007
Merrill Lynch September 1991 - December 1996
Education
William E. Simon School of Business 1997 — 1998
Master of Business Administration, Finance and Corporate Accounting
St. Bonaventure University 1987 — 1991
BBA, Finance and Accounting
BK
Thomas D. Sullivan Thomas D. Sullivan's Merrill Lynch Experience July 2010 - September 2010
Job Contract Specialist at U.S. Army Contracting Command
Industry Defense & Space
Experience
U.S. Army Contracting Command January 2013 - Present
Rocaton Investment Advisors June 2011 - February 2012
Direct Wines June 2010 - June 2011
Merrill Lynch July 2010 - September 2010
Bridgeport Soundtigers January 2010 - May 2010
Skills
Finance, Outlook, Fundraising, Management, Microsoft Office, Financial Modeling, Event Planning, Public Speaking, Social Media, Sports Management, Sales, Strategic Financial..., Market Research, Budgets, Research, Accounting, PowerPoint, Economics, Investments, Public Relations, Financial Analysis, Corporate Finance, Microsoft Word, Microsoft Excel, Event Management, Data Analysis, Facebook, Leadership, Valuation, Marketing Strategy, Strategic Planning, Business Analysis, Team Leadership, Advertising, Analysis, Bloomberg, Customer Service, Account Management, Financial Reporting, Social Networking, Access, Teamwork, Marketing
Education
Sacred Heart University 2007 — 2011
BS, Finance and Economics
U.S. Army Contracting Command January 2013 - Present
Rocaton Investment Advisors June 2011 - February 2012
Direct Wines June 2010 - June 2011
Merrill Lynch July 2010 - September 2010
Bridgeport Soundtigers January 2010 - May 2010
Skills
Finance, Outlook, Fundraising, Management, Microsoft Office, Financial Modeling, Event Planning, Public Speaking, Social Media, Sports Management, Sales, Strategic Financial..., Market Research, Budgets, Research, Accounting, PowerPoint, Economics, Investments, Public Relations, Financial Analysis, Corporate Finance, Microsoft Word, Microsoft Excel, Event Management, Data Analysis, Facebook, Leadership, Valuation, Marketing Strategy, Strategic Planning, Business Analysis, Team Leadership, Advertising, Analysis, Bloomberg, Customer Service, Account Management, Financial Reporting, Social Networking, Access, Teamwork, Marketing
Education
Sacred Heart University 2007 — 2011
BS, Finance and Economics
Stephen Patriarco Stephen Patriarco's Merrill Lynch Experience May 2008 - January 2009
Job Senior Finance and Operations Executive in Financial Services
Industry Financial Services
Experience
Bank of America March 2015 - Present
Knollwood Advisory and Consulting Services, LLC June 2014 - Present
LCH.Clearnet June 2012 - May 2014
SJP Financial Services June 2010 - June 2012
Bloomberg August 2009 - May 2010
Merrill Lynch May 2008 - January 2009
Credit Suisse July 2006 - May 2008
Merrill Lynch September 2002 - July 2006
Merrill Lynch September 2000 - September 2002
Merrill Lynch July 2000 - July 2001
Skills
Derivatives, Fixed Income, FX, Financial Markets, Capital Markets, Middle Office, Collateral Management, Securities, Operational Risk, Operational Risk..., Settlements, Back Office, Swaps, Debt, Trading, Options, Financial Services, Prime Brokerage, Hedge Funds, FX Options, Settlement, Bloomberg, Investment Banking, Finance, Bonds, Credit Risk, Treasury, Equities, Financial Risk, Trading Systems, Commodity, Market Risk, Liquidity Management
Education
Saint Bonaventure University 1978 — 1982
BBA, Finance and Accounting
Bank of America March 2015 - Present
Knollwood Advisory and Consulting Services, LLC June 2014 - Present
LCH.Clearnet June 2012 - May 2014
SJP Financial Services June 2010 - June 2012
Bloomberg August 2009 - May 2010
Merrill Lynch May 2008 - January 2009
Credit Suisse July 2006 - May 2008
Merrill Lynch September 2002 - July 2006
Merrill Lynch September 2000 - September 2002
Merrill Lynch July 2000 - July 2001
Skills
Derivatives, Fixed Income, FX, Financial Markets, Capital Markets, Middle Office, Collateral Management, Securities, Operational Risk, Operational Risk..., Settlements, Back Office, Swaps, Debt, Trading, Options, Financial Services, Prime Brokerage, Hedge Funds, FX Options, Settlement, Bloomberg, Investment Banking, Finance, Bonds, Credit Risk, Treasury, Equities, Financial Risk, Trading Systems, Commodity, Market Risk, Liquidity Management
Education
Saint Bonaventure University 1978 — 1982
BBA, Finance and Accounting
Vincent Cangialosi Vincent Cangialosi's Merrill Lynch Experience August 2012 - January 2013
Job Finance Manager at Infiniti of Bayside
Industry Financial Services
Experience
Titan Motor Group September 2014 - September 2015
Bank of America November 2013 - June 2014
J.P. Morgan April 2013 - November 2013
Merrill Lynch August 2012 - January 2013
My Boys Beverage Corp September 2006 - August 2012
Strategic Group January 2011 - May 2011
Bay Ridge Toyota June 2007 - August 2007
Skills
Investments, Customer Service, Research, Excel, Operations, Accounting, Management, Microsoft Excel, Microsoft Word, Payroll, PowerPoint, Account Reconciliation, Financial Analysis, Finance, Sales, Social Media, Microsoft Office
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
bachelors of science, finance
St. John's University 2007 — 2011
Bachelor of Science, Finance
Titan Motor Group September 2014 - September 2015
Bank of America November 2013 - June 2014
J.P. Morgan April 2013 - November 2013
Merrill Lynch August 2012 - January 2013
My Boys Beverage Corp September 2006 - August 2012
Strategic Group January 2011 - May 2011
Bay Ridge Toyota June 2007 - August 2007
Skills
Investments, Customer Service, Research, Excel, Operations, Accounting, Management, Microsoft Excel, Microsoft Word, Payroll, PowerPoint, Account Reconciliation, Financial Analysis, Finance, Sales, Social Media, Microsoft Office
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
bachelors of science, finance
St. John's University 2007 — 2011
Bachelor of Science, Finance
Stylianos Stavrianos Stylianos Stavrianos's Merrill Lynch Experience September 2015 - Present
Job Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch September 2015 - Present
JPMorgan Chase Bank, N.A. April 2009 - September 2015
Education
Sacred Heart University 2011 — 2013
Bachelors of Science, Business Administration, International Management, 3.75
Merrill Lynch September 2015 - Present
JPMorgan Chase Bank, N.A. April 2009 - September 2015
Education
Sacred Heart University 2011 — 2013
Bachelors of Science, Business Administration, International Management, 3.75
James Condon James Condon's Merrill Lynch Experience June 2010 - August 2010
Job Recruiter at Aerotek Commerical Services
Industry Staffing and Recruiting
Experience
Aerotek August 2013 - Present
SpringCM October 2012 - July 2013
Empire Today July 2011 - October 2012
Merrill Lynch June 2010 - August 2010
Salt Creek Club July 2005 - August 2010
Skills
Economics, Business Development, Portfolio Management, Sales, Macroeconomics, Salesforce.com, Customer Service, Bloomberg, Microsoft Office, Microsoft Excel, Social Media, SaaS, Cloud Computing, Enterprise Software, Cold Calling, Account Management, CRM, Sales Operations, Marketing, Lead Generation, Direct Sales, Training, New Business Development, Leadership, Solution Selling, Business Analysis, Sales Process, Recruiting, Sourcing, Data Analysis, Strategy, Management
Education
St. John's University 2007 — 2011
BA, Economics
Benet Academy 2003 — 2007
High School Diploma
Aerotek August 2013 - Present
SpringCM October 2012 - July 2013
Empire Today July 2011 - October 2012
Merrill Lynch June 2010 - August 2010
Salt Creek Club July 2005 - August 2010
Skills
Economics, Business Development, Portfolio Management, Sales, Macroeconomics, Salesforce.com, Customer Service, Bloomberg, Microsoft Office, Microsoft Excel, Social Media, SaaS, Cloud Computing, Enterprise Software, Cold Calling, Account Management, CRM, Sales Operations, Marketing, Lead Generation, Direct Sales, Training, New Business Development, Leadership, Solution Selling, Business Analysis, Sales Process, Recruiting, Sourcing, Data Analysis, Strategy, Management
Education
St. John's University 2007 — 2011
BA, Economics
Benet Academy 2003 — 2007
High School Diploma
Robert Viamari Robert Viamari's Merrill Lynch Experience January 1981 - June 2000
Job CEO/Publisher Cape & Plymouth Business Magazine
Industry Publishing
Experience
Cape & Plymouth Business Magazine January 2004 - Present
Merrill Lynch January 1981 - June 2000
Hartford Life Insurance Company January 1978 - January 1981
Monarch Life Insurance Company 1978 - 1980
Skills
Publishing, Advertising, Small Business, Newsletters, Social Media Marketing, Online Publishing, Custom Publishing, Email Marketing, Marketing Communications, Content Development, Public Relations, Building Relationships, Project Management, Press Releases, Marketing Support, Social Networking, Event Management, Trade Shows, Lead Generation, Connecting People, Event Planning, Entrepreneurship, Helping People, Building New Businesses, Relationship Management, Business Networking, Helping Clients Succeed, Being a rainmaker, Marketing Strategy
Education
University of Massachusetts, Amherst 1974 — 1976
BA
Saint Anselm College 1972 — 1974
BA
Cape & Plymouth Business Magazine January 2004 - Present
Merrill Lynch January 1981 - June 2000
Hartford Life Insurance Company January 1978 - January 1981
Monarch Life Insurance Company 1978 - 1980
Skills
Publishing, Advertising, Small Business, Newsletters, Social Media Marketing, Online Publishing, Custom Publishing, Email Marketing, Marketing Communications, Content Development, Public Relations, Building Relationships, Project Management, Press Releases, Marketing Support, Social Networking, Event Management, Trade Shows, Lead Generation, Connecting People, Event Planning, Entrepreneurship, Helping People, Building New Businesses, Relationship Management, Business Networking, Helping Clients Succeed, Being a rainmaker, Marketing Strategy
Education
University of Massachusetts, Amherst 1974 — 1976
BA
Saint Anselm College 1972 — 1974
BA
Andy Andreatta Andy Andreatta's Merrill Lynch Experience January 2012 - May 2012
Job Equity Trader at KBW
Industry Investment Management
Experience
KBW August 2013 - Present
State Street June 2012 - August 2013
Merrill Lynch January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, Customer Service, Teamwork, Sales, Analytical Skills, Finance, Financial Analysis, Mutual Funds, Trading Strategies, Critical Thinking
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics, 3.45
KBW August 2013 - Present
State Street June 2012 - August 2013
Merrill Lynch January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, Customer Service, Teamwork, Sales, Analytical Skills, Finance, Financial Analysis, Mutual Funds, Trading Strategies, Critical Thinking
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics, 3.45
John Hohn John Hohn's Merrill Lynch Experience February 1992 - December 2007
Job My Latest Mystery, "Breached" at Barnes & Noble everywhere
Industry Writing and Editing
Experience
Independtly Published October 2014 - Present
Self June 2014 - Present
Merrill Lynch February 1992 - December 2007
Merrill Lynch February 1992 - December 2007
Wachovia Bank and Trust May 1983 - February 1992
Wilson Learning Corporation April 1970 - June 1979
Blue Cross/ Blue Shield of Minnesota 1969 - 1975
Skills
Voice Over, Acting, Creative Writing, Storytelling, Entertainment, Books, Blogging, Journalism, Publishing, Fiction Writing, Published Author, Publicity, Poetry, Web Content, Freelance Writing, Editing, Publications, Editorial
Education
Saint John's University 1957 — 1961
BA, English and Art
Independtly Published October 2014 - Present
Self June 2014 - Present
Merrill Lynch February 1992 - December 2007
Merrill Lynch February 1992 - December 2007
Wachovia Bank and Trust May 1983 - February 1992
Wilson Learning Corporation April 1970 - June 1979
Blue Cross/ Blue Shield of Minnesota 1969 - 1975
Skills
Voice Over, Acting, Creative Writing, Storytelling, Entertainment, Books, Blogging, Journalism, Publishing, Fiction Writing, Published Author, Publicity, Poetry, Web Content, Freelance Writing, Editing, Publications, Editorial
Education
Saint John's University 1957 — 1961
BA, English and Art
Brad Kreiner Brad Kreiner's Merrill Lynch Experience 1996 - 1999
Job Managing Partner Kreiner Financial Network
Industry Financial Services
Experience
Kreiner Financial Network September 1999 - Present
Guardian Life September 2009 - April 2010
John Hancock Life Insurance Company (U.S.A.) July 1999 - September 2008
Merrill Lynch 1996 - 1999
Education
Saginaw Valley State University 1974 — 1977
BBA, Finance
Kreiner Financial Network September 1999 - Present
Guardian Life September 2009 - April 2010
John Hancock Life Insurance Company (U.S.A.) July 1999 - September 2008
Merrill Lynch 1996 - 1999
Education
Saginaw Valley State University 1974 — 1977
BBA, Finance
Vincent Grieco's Merrill Lynch Experience May 2013 - August 2014
Job Student Manager at UConn Men's Basketball
Industry Sports
Experience
University of Connecticut May 2014 - Present
Kevin Ollie Basketball Camp June 2014 - August 2015
Big Brothers Big Sisters of America January 2014 - May 2015
Merrill Lynch May 2013 - August 2014
University of Connecticut August 2013 - April 2014
Sacred Heart University September 2012 - May 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Salesforce, Final Cut Pro, DVSport, Salesforce.com, Public Speaking, Athletics
Education
University of Connecticut 2013 — 2016
Communication, General, 3.44 / 4.0
Sacred Heart University 2012 — 2013
Sports Management, 3.78 / 4.0
University of Connecticut May 2014 - Present
Kevin Ollie Basketball Camp June 2014 - August 2015
Big Brothers Big Sisters of America January 2014 - May 2015
Merrill Lynch May 2013 - August 2014
University of Connecticut August 2013 - April 2014
Sacred Heart University September 2012 - May 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Salesforce, Final Cut Pro, DVSport, Salesforce.com, Public Speaking, Athletics
Education
University of Connecticut 2013 — 2016
Communication, General, 3.44 / 4.0
Sacred Heart University 2012 — 2013
Sports Management, 3.78 / 4.0
Mathieu Cooper Mathieu Cooper's Merrill Lynch Experience March 2008 - November 2009
Job Systems Administrator at Black Knight Financial Services
Industry Financial Services
Experience
Black Knight Financial Services June 2015 - Present
Fidelity National Financial May 2014 - June 2015
Black Knight Financial Services March 2013 - May 2014
Black Knight Financial Services June 2012 - March 2013
Black Knight Financial Services October 2011 - June 2012
Firehouse Subs November 2009 - August 2011
Merrill Lynch March 2008 - November 2009
Merrill Lynch May 2006 - March 2008
Skills
Software Documentation, Troubleshooting, Active Directory, Technical Support, Windows XP, Software Installation, Hardware, Help Desk Support, IT Leadership, Executive Support, Onboarding, RSA SecurID, Criminal Justice, Service Desk, Hardware Support, Mac OS X, iPhone Support, Blackberry, Routers, SCCM, Windows 7, Computer Hardware, Desktop Administration, Group Policy, Incident Management, Problem Management, Computer Security, Windows, Laptops, Blackberry Enterprise..., Microsoft Exchange, Citrix, Desktop Computers, VPN, Computer Repair, Wireless Networking, Training, IT Operations, Security, Computer Maintenance, Operating Systems, Microsoft Technologies, Windows XP Pro, Management, Process Improvement
Education
Saint Johns River State College 2010 — 2011
Florida State Law Enforcement Officer Certification, Criminal Justice
Saint Johns River State College
Computer Crime Investigations
Black Knight Financial Services June 2015 - Present
Fidelity National Financial May 2014 - June 2015
Black Knight Financial Services March 2013 - May 2014
Black Knight Financial Services June 2012 - March 2013
Black Knight Financial Services October 2011 - June 2012
Firehouse Subs November 2009 - August 2011
Merrill Lynch March 2008 - November 2009
Merrill Lynch May 2006 - March 2008
Skills
Software Documentation, Troubleshooting, Active Directory, Technical Support, Windows XP, Software Installation, Hardware, Help Desk Support, IT Leadership, Executive Support, Onboarding, RSA SecurID, Criminal Justice, Service Desk, Hardware Support, Mac OS X, iPhone Support, Blackberry, Routers, SCCM, Windows 7, Computer Hardware, Desktop Administration, Group Policy, Incident Management, Problem Management, Computer Security, Windows, Laptops, Blackberry Enterprise..., Microsoft Exchange, Citrix, Desktop Computers, VPN, Computer Repair, Wireless Networking, Training, IT Operations, Security, Computer Maintenance, Operating Systems, Microsoft Technologies, Windows XP Pro, Management, Process Improvement
Education
Saint Johns River State College 2010 — 2011
Florida State Law Enforcement Officer Certification, Criminal Justice
Saint Johns River State College
Computer Crime Investigations
Marsha Bergen Marsha Bergen's Merrill Lynch Experience May 2013 - September 2013
Job at
Industry Health, Wellness and Fitness
Experience
Plexus Worldwide, Inc. January 2015 - Present
Golden Gate Mothers Group January 2015 - Present
Golden Gate Mothers Group September 2014 - Present
Black Diamond Performance Reporting, LLC September 2013 - May 2014
Merrill Lynch May 2013 - September 2013
Merrill Lynch September 2012 - May 2013
Merrill Lynch April 2011 - September 2012
Merrill Lynch November 2009 - March 2011
Merrill Lynch April 2008 - November 2009
Merrill Lynch October 2006 - April 2008
Skills
Customer Relations, Asset Management, Excel, Financial Analysis, Access, Event Management, Product Management, Project Coordination, Project Planning, HR Policies, Oracle HR, Mutual Funds, Alternative Investments, Unit Trusts, College Recruiting, Cooperative, Managerial Experience, Six Sigma, Visio, PowerPoint, Photoshop, Documentation, Data Analysis, Employee Relations, Fundraising, Hiring, Team Leadership, Lotus Notes, Social Networking, Operations, Operations Management, Organizing, Microsoft Office, Photography, Problem Solving, Testing, Teamwork, Wordpress, Mac OS X, Customer Service, Management, Software Documentation, Risk Management, Microsoft Excel, Leadership, Process Improvement, Marketing, Business Analysis, Project Management, Microsoft Word
Education
Saint Leo University 2004 — 2005
Bachelor of Arts, Business Administration specializing in Management
Saint Johns River State College 2000 — 2002
Associate of Arts, Business Administration
Plexus Worldwide, Inc. January 2015 - Present
Golden Gate Mothers Group January 2015 - Present
Golden Gate Mothers Group September 2014 - Present
Black Diamond Performance Reporting, LLC September 2013 - May 2014
Merrill Lynch May 2013 - September 2013
Merrill Lynch September 2012 - May 2013
Merrill Lynch April 2011 - September 2012
Merrill Lynch November 2009 - March 2011
Merrill Lynch April 2008 - November 2009
Merrill Lynch October 2006 - April 2008
Skills
Customer Relations, Asset Management, Excel, Financial Analysis, Access, Event Management, Product Management, Project Coordination, Project Planning, HR Policies, Oracle HR, Mutual Funds, Alternative Investments, Unit Trusts, College Recruiting, Cooperative, Managerial Experience, Six Sigma, Visio, PowerPoint, Photoshop, Documentation, Data Analysis, Employee Relations, Fundraising, Hiring, Team Leadership, Lotus Notes, Social Networking, Operations, Operations Management, Organizing, Microsoft Office, Photography, Problem Solving, Testing, Teamwork, Wordpress, Mac OS X, Customer Service, Management, Software Documentation, Risk Management, Microsoft Excel, Leadership, Process Improvement, Marketing, Business Analysis, Project Management, Microsoft Word
Education
Saint Leo University 2004 — 2005
Bachelor of Arts, Business Administration specializing in Management
Saint Johns River State College 2000 — 2002
Associate of Arts, Business Administration
Jake Aaron's Merrill Lynch Experience May 2009 - August 2009
Job Investment Analyst Trader at UBS Bank USA
Industry Financial Services
Experience
UBS Bank USA June 2011 - Present
UBS AG March 2010 - October 2010
Merrill Lynch May 2009 - August 2009
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Investments, Fixed Income, Financial Analysis, Derivatives, Capital Markets, Portfolio Management, Valuation, Microsoft Excel, Financial Markets, Investment Strategies, Trading, Private Equity, Finance
Education
Sacred Heart University 2007 — 2011
BS, Finance and Economics
Sacred Heart University
Finance
UBS Bank USA June 2011 - Present
UBS AG March 2010 - October 2010
Merrill Lynch May 2009 - August 2009
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Investments, Fixed Income, Financial Analysis, Derivatives, Capital Markets, Portfolio Management, Valuation, Microsoft Excel, Financial Markets, Investment Strategies, Trading, Private Equity, Finance
Education
Sacred Heart University 2007 — 2011
BS, Finance and Economics
Sacred Heart University
Finance
Justina Manko's Merrill Lynch Experience February 2014 - May 2014
Job Finance Intern at Fox News Channel
Industry Financial Services
Experience
Sacred Heart University August 2015 - Present
UBS Wealth Management June 2014 - August 2015
Merrill Lynch February 2014 - May 2014
Visiting Nurse & Health Services of Connecticut, Inc. May 2013 - June 2013
Northwestern Mutual (Intern) December 2011 - May 2012
Skills
Critical Thinking
Education
Sacred Heart University 2009 — 2014
Bachelor of Science (BS), Business Administration, International Business
St. Joseph High School 2005 — 2009
Bachelor of Science (BS), Business Administration, Management and Operations
Sacred Heart University August 2015 - Present
UBS Wealth Management June 2014 - August 2015
Merrill Lynch February 2014 - May 2014
Visiting Nurse & Health Services of Connecticut, Inc. May 2013 - June 2013
Northwestern Mutual (Intern) December 2011 - May 2012
Skills
Critical Thinking
Education
Sacred Heart University 2009 — 2014
Bachelor of Science (BS), Business Administration, International Business
St. Joseph High School 2005 — 2009
Bachelor of Science (BS), Business Administration, Management and Operations
Andy Harlan, MBA's Merrill Lynch Experience July 2011 - Present
Job Assistant Vice President Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Creative Financial Group - New England Financial June 2009 - July 2011
Northwestern Mutual Financial June 2008 - June 2009
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Series 63, Financial Advisory, Finance, Financial Services, Financial Planning, Estate Planning, Fixed Annuities, Portfolio Management, Life Insurance, Series 6, Financial Analysis, Wealth Management, Long Term Care Insurance, Retirement, Relationship Management, Marketing, Equities, Series 65, Disability Insurance, Asset Allocation, Insurance, Securities
Education
Saint Joseph's University 2012 — 2015
Master of Business Administration (MBA)
Saint Joseph's University 2005 — 2009
Bachelor of Science, Finance
Bishop Eustace 2001 — 2005
Merrill Lynch July 2011 - Present
Creative Financial Group - New England Financial June 2009 - July 2011
Northwestern Mutual Financial June 2008 - June 2009
Skills
Series 7, Investments, Mutual Funds, Retirement Planning, Series 63, Financial Advisory, Finance, Financial Services, Financial Planning, Estate Planning, Fixed Annuities, Portfolio Management, Life Insurance, Series 6, Financial Analysis, Wealth Management, Long Term Care Insurance, Retirement, Relationship Management, Marketing, Equities, Series 65, Disability Insurance, Asset Allocation, Insurance, Securities
Education
Saint Joseph's University 2012 — 2015
Master of Business Administration (MBA)
Saint Joseph's University 2005 — 2009
Bachelor of Science, Finance
Bishop Eustace 2001 — 2005
Jacob Keenan Jacob Keenan's Merrill Lynch Experience June 2011 - August 2011
Job Assistant Vice President at Citi
Industry Banking
Experience
Citi June 2015 - Present
Citi September 2013 - June 2015
Citi July 2012 - August 2013
St.Bonaventure University Students in Money Management August 2011 - May 2012
Merrill Lynch June 2011 - August 2011
St.Bonaventure University Students in Money Management 2010 - 2011
Skills
Financial Analysis, Strategic Leadership, Investments, Fixed Income, Portfolio Management, Equities, Hedge Funds, Valuation, Financial Modeling, Securities, Trading, Alternative Investments, Mutual Funds, Finance, Management, Settlement, Data Analysis
Education
Saint Bonaventure University 2008 — 2012
BBA, Finance
University of Oxford 2010 — 2010
Business
Citi June 2015 - Present
Citi September 2013 - June 2015
Citi July 2012 - August 2013
St.Bonaventure University Students in Money Management August 2011 - May 2012
Merrill Lynch June 2011 - August 2011
St.Bonaventure University Students in Money Management 2010 - 2011
Skills
Financial Analysis, Strategic Leadership, Investments, Fixed Income, Portfolio Management, Equities, Hedge Funds, Valuation, Financial Modeling, Securities, Trading, Alternative Investments, Mutual Funds, Finance, Management, Settlement, Data Analysis
Education
Saint Bonaventure University 2008 — 2012
BBA, Finance
University of Oxford 2010 — 2010
Business
Anthony Trifiletti Anthony Trifiletti's Merrill Lynch Experience December 2006 - May 2007
Job Enterprise Account Representative at Oracle
Industry Computer Software
Experience
Oracle December 2014 - Present
Oracle December 2013 - Present
Oracle April 2012 - November 2013
Eastern Bank May 2010 - January 2012
Citizens Bank September 2007 - April 2010
Merrill Lynch December 2006 - May 2007
Skills
New Business Development, Direct Sales, Sales Process, selling, CRM, Customer Experience, Account Management, Commerce, Social Media Marketing, Management, Business Intelligence, Business Analytics
Education
Saint Anselm College 2003 — 2007
BA, Business
The Heights School 1999 — 2003
Oracle December 2014 - Present
Oracle December 2013 - Present
Oracle April 2012 - November 2013
Eastern Bank May 2010 - January 2012
Citizens Bank September 2007 - April 2010
Merrill Lynch December 2006 - May 2007
Skills
New Business Development, Direct Sales, Sales Process, selling, CRM, Customer Experience, Account Management, Commerce, Social Media Marketing, Management, Business Intelligence, Business Analytics
Education
Saint Anselm College 2003 — 2007
BA, Business
The Heights School 1999 — 2003
Jennifer Gianos Jennifer Gianos's Merrill Lynch Experience September 2012 - December 2012
Job Digital Traffic Specialist at Vitamin Shoppe
Industry Marketing and Advertising
Experience
The Vitamin Shoppe July 2013 - Present
Sunglass Hut May 2011 - May 2013
Merrill Lynch September 2012 - December 2012
Proton Onsite May 2012 - August 2012
Pandora December 2009 - May 2011
Aspen Ice August 2006 - December 2008
Skills
Merchandising, Sales, Customer Service, Marketing, Media Planning, Online Advertising, Social Media Marketing, Advertising, Advertising Sales, Social Media, Facebook, Integrated Marketing, Social Networking
Education
Sacred Heart University 2009 — 2013
Bachelor of Science, Marketing
North Hunterdon High School 2005 — 2009
The Vitamin Shoppe July 2013 - Present
Sunglass Hut May 2011 - May 2013
Merrill Lynch September 2012 - December 2012
Proton Onsite May 2012 - August 2012
Pandora December 2009 - May 2011
Aspen Ice August 2006 - December 2008
Skills
Merchandising, Sales, Customer Service, Marketing, Media Planning, Online Advertising, Social Media Marketing, Advertising, Advertising Sales, Social Media, Facebook, Integrated Marketing, Social Networking
Education
Sacred Heart University 2009 — 2013
Bachelor of Science, Marketing
North Hunterdon High School 2005 — 2009
Anthony Capriotti Anthony Capriotti's Merrill Lynch Experience September 2004 - December 2004
Job Vice President at ITG
Industry Financial Services
Experience
ITG February 2007 - Present
BLOCKalert February 2007 - August 2008
LEERINK SWANN & CO December 2006 - February 2007
ALLIANCE BERNSTEIN August 2005 - December 2006
KEEFE BURYETTE & WOODS January 2005 - August 2005
Merrill Lynch September 2004 - December 2004
Wall Street Access December 1999 - September 2004
Skills
Equity Trading, Trading Systems, Equities, Troubleshooting, Bloomberg, Fixed Income, Series 63, Trading, Problem Solving, Series 7, Order Management, Integration, TCP/IP, Team Leadership, Operating Systems, Windows, Unix, Customer Relations, Microsoft Office, Process Improvement, XP, Excel, Strategic Planning, Word, Microsoft Excel, Customer Service, Windows XP, Electronic Trading, Market Data, Software Troubleshooting, Analytical Skills
Education
St. John's University 1995 — 2000
Bachelor, Science Computer Science
St. John's University, New York NY 1995 — 2000
Bachelor of Science, Computer
ITG February 2007 - Present
BLOCKalert February 2007 - August 2008
LEERINK SWANN & CO December 2006 - February 2007
ALLIANCE BERNSTEIN August 2005 - December 2006
KEEFE BURYETTE & WOODS January 2005 - August 2005
Merrill Lynch September 2004 - December 2004
Wall Street Access December 1999 - September 2004
Skills
Equity Trading, Trading Systems, Equities, Troubleshooting, Bloomberg, Fixed Income, Series 63, Trading, Problem Solving, Series 7, Order Management, Integration, TCP/IP, Team Leadership, Operating Systems, Windows, Unix, Customer Relations, Microsoft Office, Process Improvement, XP, Excel, Strategic Planning, Word, Microsoft Excel, Customer Service, Windows XP, Electronic Trading, Market Data, Software Troubleshooting, Analytical Skills
Education
St. John's University 1995 — 2000
Bachelor, Science Computer Science
St. John's University, New York NY 1995 — 2000
Bachelor of Science, Computer
Donald Norris Donald Norris's Merrill Lynch Experience September 2010 - May 2011
Job Principal Institutional Sales at SSgA
Industry Investment Management
Experience
State Street Global Advisors May 2013 - Present
State Street Global Advisors June 2011 - May 2013
Merrill Lynch September 2010 - May 2011
E. S. Schwartz & Co. May 2010 - September 2010
Skills
Fixed Income, Bloomberg, Alternative Investments, Equities, Mutual Funds, Hedge Funds, Series 63, Cash Management, Separately Managed..., Asset Management, Financial Modeling, Corporate Finance, Series 7, Investment Management, Securities
Education
Saint Anselm College
Bachelor of Arts (BA), Financial Economics
State Street Global Advisors May 2013 - Present
State Street Global Advisors June 2011 - May 2013
Merrill Lynch September 2010 - May 2011
E. S. Schwartz & Co. May 2010 - September 2010
Skills
Fixed Income, Bloomberg, Alternative Investments, Equities, Mutual Funds, Hedge Funds, Series 63, Cash Management, Separately Managed..., Asset Management, Financial Modeling, Corporate Finance, Series 7, Investment Management, Securities
Education
Saint Anselm College
Bachelor of Arts (BA), Financial Economics
Stephen Vaccaro's Merrill Lynch Experience January 2007 - April 2007
Job Senior Financial Operations Analyst at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial June 2014 - Present
Liberty Mutual Group Asset Management Inc November 2008 - June 2014
Liberty Mutual Group November 2008 - January 2012
State Street July 2007 - November 2008
State Street Bank July 2007 - November 2008
Merrill Lynch January 2007 - April 2007
Skills
Securities, Mutual Funds, Accounting, Investments, Analysis, Financial Services, Equities, Finance, Trading, Management, Banking, Bloomberg, Bonds, Field Work, Financial Analysis, Portfolio Management
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts, Financial Economics
Sun Life Financial June 2014 - Present
Liberty Mutual Group Asset Management Inc November 2008 - June 2014
Liberty Mutual Group November 2008 - January 2012
State Street July 2007 - November 2008
State Street Bank July 2007 - November 2008
Merrill Lynch January 2007 - April 2007
Skills
Securities, Mutual Funds, Accounting, Investments, Analysis, Financial Services, Equities, Finance, Trading, Management, Banking, Bloomberg, Bonds, Field Work, Financial Analysis, Portfolio Management
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts, Financial Economics
Jack Cecil Jack Cecil's Merrill Lynch Experience June 2009 - August 2009
Job Chargé d'Affaires at the Versailles Foundation
Industry Museums and Institutions
Experience
The Versailles Foundation August 2014 - Present
SB Nation September 2014 - Present
Chartwells Higher Education Dining Services February 2014 - June 2014
Chartwells (Higher Education Division) January 2013 - December 2013
Pace University September 2011 - December 2013
Engel Entertainment July 2013 - September 2013
Articula August 2012 - December 2012
Workbridge Associates September 2010 - October 2010
Merrill Lynch June 2009 - August 2009
Apawamis Country Club June 2002 - September 2008
Skills
Social Networking, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Access, Microsoft Word, Social Media Marketing, Wordpress, Research, Public Speaking, Facebook, Marketing, Data Analysis, Event Planning, Blogging, Outlook, Mac OS X, Event Management, Networking, Start-ups, Management, Customer Service, Time Management, Editing, Writing
Education
Sacred Heart University 2006 — 2010
BA, Business Administration
Sacred Heart University, John F. Welch College of Business 2006 — 2010
Bachelor of Arts, Business Administration
The Versailles Foundation August 2014 - Present
SB Nation September 2014 - Present
Chartwells Higher Education Dining Services February 2014 - June 2014
Chartwells (Higher Education Division) January 2013 - December 2013
Pace University September 2011 - December 2013
Engel Entertainment July 2013 - September 2013
Articula August 2012 - December 2012
Workbridge Associates September 2010 - October 2010
Merrill Lynch June 2009 - August 2009
Apawamis Country Club June 2002 - September 2008
Skills
Social Networking, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Access, Microsoft Word, Social Media Marketing, Wordpress, Research, Public Speaking, Facebook, Marketing, Data Analysis, Event Planning, Blogging, Outlook, Mac OS X, Event Management, Networking, Start-ups, Management, Customer Service, Time Management, Editing, Writing
Education
Sacred Heart University 2006 — 2010
BA, Business Administration
Sacred Heart University, John F. Welch College of Business 2006 — 2010
Bachelor of Arts, Business Administration
Deborah M. Brink Deborah M. Brink's Merrill Lynch Experience October 1989 - September 2001
Job Manager at Brinkbros LLC
Industry
Experience
Brinkbros,LLC May 2013 - Present
Cathedral of Christ the King March 2010 - July 2013
Brink Family September 2001 - March 2010
Merrill Lynch October 1989 - September 2001
Merrill Lynch April 1985 - October 1989
Merrill Lynch June 1983 - April 1985
Skills
Business development,..., New business..., Theology, Management, Strategic Planning, Public Speaking, Social Media, Public Relations, Customer Service, Microsoft Office, Entrepreneurship, Marketing Strategy, Team Building, Finance
Education
Saint Bonaventure University 1979 — 1983
Bachelor of Science (B.S.)
Brinkbros,LLC May 2013 - Present
Cathedral of Christ the King March 2010 - July 2013
Brink Family September 2001 - March 2010
Merrill Lynch October 1989 - September 2001
Merrill Lynch April 1985 - October 1989
Merrill Lynch June 1983 - April 1985
Skills
Business development,..., New business..., Theology, Management, Strategic Planning, Public Speaking, Social Media, Public Relations, Customer Service, Microsoft Office, Entrepreneurship, Marketing Strategy, Team Building, Finance
Education
Saint Bonaventure University 1979 — 1983
Bachelor of Science (B.S.)
Lauren Schaefer-Bove's Merrill Lynch Experience April 2003 - May 2006
Job Senior Registered Sales Associate at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc. June 2013 - Present
PE-Services 2011 - 2015
Morgan Stanley Wealth Management May 2006 - July 2013
Merrill Lynch April 2003 - May 2006
Education
University of Maine at Farmington 1996 — 2000
Bachelor's degree, Economics/Political Science
Greely High School 1992 — 1996
St. Joseph's College (ME)
Master of Business Administration (MBA)
Raymond James & Associates, Inc. June 2013 - Present
PE-Services 2011 - 2015
Morgan Stanley Wealth Management May 2006 - July 2013
Merrill Lynch April 2003 - May 2006
Education
University of Maine at Farmington 1996 — 2000
Bachelor's degree, Economics/Political Science
Greely High School 1992 — 1996
St. Joseph's College (ME)
Master of Business Administration (MBA)
Andrew Marden Andrew Marden's Merrill Lynch Experience January 2012 - May 2012
Job Marden's Surplus and Salvage
Industry Retail
Experience
NetCracker April 2013 - May 2014
American Tower June 2012 - April 2013
Merrill Lynch January 2012 - May 2012
Saint Anselm College August 2008 - May 2012
Mardens Inc August 2010 - August 2011
Boston Partners Financial Group January 2011 - April 2011
Skills
Investments, Leadership, Accounting, Finance, Financial Accounting, Bloomberg, Critical Thinking, Managerial Finance, Portfolio Management, Sales, Auditing, Research, SPSS, PowerPoint, Microsoft Office
Education
Saint Anselm College 2008 — 2012
Financial Economics, Public Policy
Saint Anselm College 2008 — 2012
Bachelor of Arts, Financial Economics
NetCracker April 2013 - May 2014
American Tower June 2012 - April 2013
Merrill Lynch January 2012 - May 2012
Saint Anselm College August 2008 - May 2012
Mardens Inc August 2010 - August 2011
Boston Partners Financial Group January 2011 - April 2011
Skills
Investments, Leadership, Accounting, Finance, Financial Accounting, Bloomberg, Critical Thinking, Managerial Finance, Portfolio Management, Sales, Auditing, Research, SPSS, PowerPoint, Microsoft Office
Education
Saint Anselm College 2008 — 2012
Financial Economics, Public Policy
Saint Anselm College 2008 — 2012
Bachelor of Arts, Financial Economics
Joseph Carew Joseph Carew's Merrill Lynch Experience July 2012 - August 2012
Job Pricing Analyst at Gulf Oil
Industry Oil & Energy
Experience
Gulf Oil December 2014 - Present
Ercolini & Company LLP September 2013 - May 2014
G.T. O'Brien, Inc September 2012 - May 2013
Red Key Society March 2012 - May 2013
SIFE March 2012 - May 2013
Anselmian Finance Club February 2012 - May 2013
Merrill Lynch July 2012 - August 2012
Skills
Microsoft Office, Word, Excel, PowerPoint, Access, Finance, Microsoft Excel, Microsoft Word, Valuation, Accounting, Cash Flow Forecasting, Coworking, Financial Analysis, Oil
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (BA), Accounting
Gulf Oil December 2014 - Present
Ercolini & Company LLP September 2013 - May 2014
G.T. O'Brien, Inc September 2012 - May 2013
Red Key Society March 2012 - May 2013
SIFE March 2012 - May 2013
Anselmian Finance Club February 2012 - May 2013
Merrill Lynch July 2012 - August 2012
Skills
Microsoft Office, Word, Excel, PowerPoint, Access, Finance, Microsoft Excel, Microsoft Word, Valuation, Accounting, Cash Flow Forecasting, Coworking, Financial Analysis, Oil
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (BA), Accounting
Robert Zellner's Merrill Lynch Experience September 2007 - January 2008
Job Analyst
Industry Financial Services
Experience
Global Atlantic Financial Group Limited May 2015 - Present
Boston Financial Data Services July 2013 - May 2015
State Street January 2011 - June 2013
State Street October 2008 - December 2010
Merrill Lynch September 2007 - January 2008
Skills
Auditing, Time Management, Bloomberg, Bloomberg Terminal, Risk Management, Financial Reporting, Microsoft Excel, Accounting
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Business & Economics
Global Atlantic Financial Group Limited May 2015 - Present
Boston Financial Data Services July 2013 - May 2015
State Street January 2011 - June 2013
State Street October 2008 - December 2010
Merrill Lynch September 2007 - January 2008
Skills
Auditing, Time Management, Bloomberg, Bloomberg Terminal, Risk Management, Financial Reporting, Microsoft Excel, Accounting
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Business & Economics
Sean Cannon Sean Cannon's Merrill Lynch Experience May 2008 - August 2008
Job Loan Specialist
Industry Government Administration
Experience
Department of Veterans Affairs June 2010 - Present
Department of Veterans Affairs April 2014 - July 2014
St. John's University- Information Technology Services August 2008 - May 2010
Advanced Financial Network January 2009 - April 2009
Merrill Lynch May 2008 - August 2008
Bremer Bank December 2005 - June 2006
Skills
Finance, Microsoft Excel, Financial Analysis, Management, Portfolio Management, Accounting, Competitive Analysis, Mortgage Lending, Auditing, Economics, Banking, Program Management, Loans, Networking, Analysis, Customer Service
Education
St. John's University 2006 — 2010
Bachelor of Arts, Economics
Department of Veterans Affairs June 2010 - Present
Department of Veterans Affairs April 2014 - July 2014
St. John's University- Information Technology Services August 2008 - May 2010
Advanced Financial Network January 2009 - April 2009
Merrill Lynch May 2008 - August 2008
Bremer Bank December 2005 - June 2006
Skills
Finance, Microsoft Excel, Financial Analysis, Management, Portfolio Management, Accounting, Competitive Analysis, Mortgage Lending, Auditing, Economics, Banking, Program Management, Loans, Networking, Analysis, Customer Service
Education
St. John's University 2006 — 2010
Bachelor of Arts, Economics
Rob Trimarco Rob Trimarco's Merrill Lynch Experience April 2005 - May 2007
Job
Industry Information Technology and Services
Experience
Market Axess July 2011 - Present
Pantheon Press 2009 - Present
Credit Suisse March 2010 - October 2010
JPMorgan Chase May 2007 - October 2009
Merrill Lynch April 2005 - May 2007
Instinet Group, LLC 2001 - 2005
Goldman Sachs April 1997 - April 2001
IDD Information Services September 1994 - April 1997
Skills
Electronic Trading, Unix, Software Documentation, Financial Services, Equity Trading, Fixed Income, Troubleshooting, Options, Asset Management, Network Administration, Windows, Perl, Equities, Trading Systems, Analysis, Data Analysis, Linux, Financial Markets, Technical Analysis, Networking, FX Options, Training, Sybase, Bloomberg, Technical Support, Asset Managment, SQL, Program Management, Disaster Recovery, Order Management, Capital Markets, Team Building, Securities, Exchange Connectivity, System Administration
Education
St. John's University 1990 — 1994
Bachelor of Science
Market Axess July 2011 - Present
Pantheon Press 2009 - Present
Credit Suisse March 2010 - October 2010
JPMorgan Chase May 2007 - October 2009
Merrill Lynch April 2005 - May 2007
Instinet Group, LLC 2001 - 2005
Goldman Sachs April 1997 - April 2001
IDD Information Services September 1994 - April 1997
Skills
Electronic Trading, Unix, Software Documentation, Financial Services, Equity Trading, Fixed Income, Troubleshooting, Options, Asset Management, Network Administration, Windows, Perl, Equities, Trading Systems, Analysis, Data Analysis, Linux, Financial Markets, Technical Analysis, Networking, FX Options, Training, Sybase, Bloomberg, Technical Support, Asset Managment, SQL, Program Management, Disaster Recovery, Order Management, Capital Markets, Team Building, Securities, Exchange Connectivity, System Administration
Education
St. John's University 1990 — 1994
Bachelor of Science
Andrew Chandler Andrew Chandler's Merrill Lynch Experience March 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch September 2014 - Present
Saint Anselm College January 2014 - May 2014
Saint Anselm College August 2009 - May 2014
Town of Westford May 2012 - August 2012
Quail Ridge CC May 2010 - August 2011
Westford Senior Center January 2009 - June 2009
Skills
Motivation, Multitasking Skills, Marketing Communications, Communication, Strategic Communications, Memory, Fast Paced Environment, Goal-oriented..., Social Networking
Education
Saint Anselm College 2009 — 2014
Bachelor's Degree, Business/Commerce, General
Westford Academy 2005 — 2009
Merrill Lynch March 2015 - Present
Merrill Lynch September 2014 - Present
Saint Anselm College January 2014 - May 2014
Saint Anselm College August 2009 - May 2014
Town of Westford May 2012 - August 2012
Quail Ridge CC May 2010 - August 2011
Westford Senior Center January 2009 - June 2009
Skills
Motivation, Multitasking Skills, Marketing Communications, Communication, Strategic Communications, Memory, Fast Paced Environment, Goal-oriented..., Social Networking
Education
Saint Anselm College 2009 — 2014
Bachelor's Degree, Business/Commerce, General
Westford Academy 2005 — 2009
Patrick Tanguay's Merrill Lynch Experience August 2012 - December 2012
Job Underwriting Associate at Zurich North America
Industry Insurance
Experience
Zurich North America September 2015 - Present
People's United Insurance Agency, RC Knox Division June 2012 - 2015
Merrill Lynch August 2012 - December 2012
Skills
Microsoft Office, Morningstar, Wealth Management, Securities, Microsoft Excel, Financial Markets, PowerPoint, Presentations, Sales, Insurance, Risk Management
Education
Saint Anselm College 2009 — 2013
Business Administration and Management, General
Northwest Catholic High School 2005 — 2009
Zurich North America September 2015 - Present
People's United Insurance Agency, RC Knox Division June 2012 - 2015
Merrill Lynch August 2012 - December 2012
Skills
Microsoft Office, Morningstar, Wealth Management, Securities, Microsoft Excel, Financial Markets, PowerPoint, Presentations, Sales, Insurance, Risk Management
Education
Saint Anselm College 2009 — 2013
Business Administration and Management, General
Northwest Catholic High School 2005 — 2009
Naomi Pangborn Naomi Pangborn's Merrill Lynch Experience March 2000 - March 2003
Job Secretary/Bookkeeper at Duval County Public Schools
Industry Accounting
Experience
Duval County Public Schools February 2011 - Present
Skinner Nurseries April 2003 - May 2010
Merrill Lynch March 2000 - March 2003
Durham Building Materials, Inc. August 1989 - March 2000
Skills
Accounts Payable, General Ledger, Accounts Receivable, Data Entry, Payroll, Forecasting, Financial Reporting, Budgets, Accounting, Cash Flow, Inventory Management, Auditing, Customer Service, Invoicing, Outlook, Account Reconciliation, Purchasing, Internal Controls, Management, Microsoft Excel, Leadership, Process Improvement, Microsoft Word, SAP
Education
Saint Johns River State College 2014 — 2015
Bachelor's Degree, Business Adminstration - Organizational Management
Saint Johns River State College 2010 — 2013
Associate's Degree, Accounting
Saint Johns River State College 2010 — 2013
Associate's Degree, Business Administration
Duval County Public Schools February 2011 - Present
Skinner Nurseries April 2003 - May 2010
Merrill Lynch March 2000 - March 2003
Durham Building Materials, Inc. August 1989 - March 2000
Skills
Accounts Payable, General Ledger, Accounts Receivable, Data Entry, Payroll, Forecasting, Financial Reporting, Budgets, Accounting, Cash Flow, Inventory Management, Auditing, Customer Service, Invoicing, Outlook, Account Reconciliation, Purchasing, Internal Controls, Management, Microsoft Excel, Leadership, Process Improvement, Microsoft Word, SAP
Education
Saint Johns River State College 2014 — 2015
Bachelor's Degree, Business Adminstration - Organizational Management
Saint Johns River State College 2010 — 2013
Associate's Degree, Accounting
Saint Johns River State College 2010 — 2013
Associate's Degree, Business Administration
Christina Zarate Christina Zarate's Merrill Lynch Experience December 2012 - January 2013
Job Analyst, Investor Relations at Permal Group
Industry Financial Services
Experience
Permal Group May 2014 - Present
Permal Group June 2013 - May 2014
St. John's University August 2010 - May 2014
Executive In Residence Program August 2013 - October 2013
Student Managed Investment Fund January 2013 - May 2013
Merrill Lynch December 2012 - January 2013
Coronado Country Club May 2012 - August 2012
Merrill Lynch Financial June 2011 - July 2011
Skills
Mathematics, Microsoft Excel, People Skills, Salesforce.com, Accounting, PowerPoint, Microsoft Word, Financial Analysis, Financial Reporting, Financial Risk, Risk Management, Young People, Data Entry, Enterprise Risk..., Financial Accounting, Valuation, Public Speaking, Microsoft Office, Investments, Social Media, Finance, Equities, Leadership
Education
St. John's University 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.7
Coronado High School
Permal Group May 2014 - Present
Permal Group June 2013 - May 2014
St. John's University August 2010 - May 2014
Executive In Residence Program August 2013 - October 2013
Student Managed Investment Fund January 2013 - May 2013
Merrill Lynch December 2012 - January 2013
Coronado Country Club May 2012 - August 2012
Merrill Lynch Financial June 2011 - July 2011
Skills
Mathematics, Microsoft Excel, People Skills, Salesforce.com, Accounting, PowerPoint, Microsoft Word, Financial Analysis, Financial Reporting, Financial Risk, Risk Management, Young People, Data Entry, Enterprise Risk..., Financial Accounting, Valuation, Public Speaking, Microsoft Office, Investments, Social Media, Finance, Equities, Leadership
Education
St. John's University 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.7
Coronado High School
Christine Rogers's Merrill Lynch Experience November 1987 - May 1990
Job Financial Services: Client Support, Operations Manager, and Portfolio Performance Expertise
Industry Financial Services
Experience
FolioDynamix October 2009 - May 2015
Citi (formerly BISYS) January 2005 - October 2009
FISERV/CheckFree Investment Services October 2002 - December 2004
Neuberger Berman, LLC January 1993 - October 2002
Shearson Lehman Brothers, Inc May 1990 - January 1993
Merrill Lynch November 1987 - May 1990
K Mart Apparel Corporation June 1986 - October 1987
Skills
Performance Tuning, SMA, GIPS, Mutual Funds, Wealth Management, Fixed Income, Equities, Financial Services, Securities, Product Management, Back Office, Business Analysis, Alternative Investments, Analysis, Asset Management, Business Process..., Finance, Investment Management, Management, Risk Management
Education
St. John's University 1982 — 1991
BS, Management
St. John's University New York 1982 — 1991
MBA, Finance
FolioDynamix October 2009 - May 2015
Citi (formerly BISYS) January 2005 - October 2009
FISERV/CheckFree Investment Services October 2002 - December 2004
Neuberger Berman, LLC January 1993 - October 2002
Shearson Lehman Brothers, Inc May 1990 - January 1993
Merrill Lynch November 1987 - May 1990
K Mart Apparel Corporation June 1986 - October 1987
Skills
Performance Tuning, SMA, GIPS, Mutual Funds, Wealth Management, Fixed Income, Equities, Financial Services, Securities, Product Management, Back Office, Business Analysis, Alternative Investments, Analysis, Asset Management, Business Process..., Finance, Investment Management, Management, Risk Management
Education
St. John's University 1982 — 1991
BS, Management
St. John's University New York 1982 — 1991
MBA, Finance
Doug Kish Doug Kish's Merrill Lynch Experience April 2010 - November 2013
Job AVP; Advisor Recruiting at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
RBS Citizens Financial Group November 2013 - March 2015
Merrill Lynch April 2010 - November 2013
DAK Associates June 2006 - May 2010
iShares ETF's May 2005 - June 2006
Rydex Investments May 2000 - May 2005
Skills
Mutual Funds, Asset Management, Insurance, Alternative Investments, Hedge Funds, Annuities, Sales Recruitment, Structured Products, ETFs, Wealth Management, Asset Managment, Financial Services, Executive Search, Recruiting, Due Diligence, Investments, Fixed Annuities, Series 7, Retirement Planning, Investment Advisory, Investment Strategies, Fixed Income, Human Resources, Series 63, 401k, Employee Benefits, Equities, Investment Management, Financial Advisory, Relationship Management, Securities, Retirement, Asset Allocation
Education
Saint Bonaventure University 1996 — 2000
BBA, Accounting
Kenston High School 1992 — 1996
LPL Financial March 2015 - Present
RBS Citizens Financial Group November 2013 - March 2015
Merrill Lynch April 2010 - November 2013
DAK Associates June 2006 - May 2010
iShares ETF's May 2005 - June 2006
Rydex Investments May 2000 - May 2005
Skills
Mutual Funds, Asset Management, Insurance, Alternative Investments, Hedge Funds, Annuities, Sales Recruitment, Structured Products, ETFs, Wealth Management, Asset Managment, Financial Services, Executive Search, Recruiting, Due Diligence, Investments, Fixed Annuities, Series 7, Retirement Planning, Investment Advisory, Investment Strategies, Fixed Income, Human Resources, Series 63, 401k, Employee Benefits, Equities, Investment Management, Financial Advisory, Relationship Management, Securities, Retirement, Asset Allocation
Education
Saint Bonaventure University 1996 — 2000
BBA, Accounting
Kenston High School 1992 — 1996
Christopher Bonnette Christopher Bonnette's Merrill Lynch Experience 2011 - 2012
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2012 - Present
Merrill Lynch 2011 - 2012
Investors Capital 2010 - 2011
The White House May 2006 - August 2006
U.S. Department of State May 2004 - August 2004
Skills
Series 7, Series 63, Life & Health Insurance..., Securities, Fixed Income, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Strategies, Investments
Education
St. Bonaventure University 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Berkshire School 2000 — 2003
High School Diploma
Northwestern Mutual September 2012 - Present
Merrill Lynch 2011 - 2012
Investors Capital 2010 - 2011
The White House May 2006 - August 2006
U.S. Department of State May 2004 - August 2004
Skills
Series 7, Series 63, Life & Health Insurance..., Securities, Fixed Income, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Strategies, Investments
Education
St. Bonaventure University 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Berkshire School 2000 — 2003
High School Diploma
Ankush Butani's Merrill Lynch Experience January 2008 - March 2011
Job Vice President at Citi
Industry Banking
Experience
Citi March 2011 - Present
Bank of America 2009 - March 2011
Merrill Lynch January 2008 - March 2011
Merrill Lynch February 2005 - December 2007
Lehman Brothers March 2001 - February 2005
Skills
Equities, Fixed Income, Trading Systems, Financial Risk, Derivatives, Capital Markets, Electronic Trading, Options, Investment Banking, Equity Derivatives, Hedge Funds, Credit Derivatives, Market Data, Prime Brokerage, Equity Trading, Financial Markets, Market Risk, Trading, Sybase, Low Latency
Education
State University of New York at Stony Brook 1998 — 2000
Bachelor of Science, Computer Science and Economics
Saddleback College 1996 — 1997
Associates, Economics
Citi March 2011 - Present
Bank of America 2009 - March 2011
Merrill Lynch January 2008 - March 2011
Merrill Lynch February 2005 - December 2007
Lehman Brothers March 2001 - February 2005
Skills
Equities, Fixed Income, Trading Systems, Financial Risk, Derivatives, Capital Markets, Electronic Trading, Options, Investment Banking, Equity Derivatives, Hedge Funds, Credit Derivatives, Market Data, Prime Brokerage, Equity Trading, Financial Markets, Market Risk, Trading, Sybase, Low Latency
Education
State University of New York at Stony Brook 1998 — 2000
Bachelor of Science, Computer Science and Economics
Saddleback College 1996 — 1997
Associates, Economics
Kelly Van Pelt's Merrill Lynch Experience 2006 - 2007
Job HR Associate Manager & Generalist at PepsiCo
Industry Consumer Goods
Experience
PepsiCo September 2014 - Present
PepsiCo March 2013 - September 2014
Spartech Corporation August 2012 - March 2013
Starwood Capital Group October 2008 - August 2012
Mallet Capital Managment, LLC May 2007 - October 2008
Matte and Company September 2006 - May 2007
Merrill Lynch 2006 - 2007
Skills
Recruiting, Employee Relations, Onboarding, Human Resources, Talent Management, Performance Management, Employee Benefits, Organizational..., HRIS, Union Negotiations, Labor & Industrial..., Negotiation, Leadership Development, Benefits Administration, Deferred Compensation, Workforce Planning, Personnel Management, Employee Engagement, Applicant Tracking..., College Recruiting, Labor Relations, HR Policies, PeopleSoft, FMLA, New Hire Orientations, Employee Training, Compensation & Benefit, Hiring, Interviews
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2014
Executive Education, Talent Management Institute
Villanova University 2010 — 2012
MS, Human Resource Development, 3.74
SHRM 2012 — 2012
Certification, HR Generalist
SHRM 2011 — 2011
Certification, Essentials of HR Management
Sacred Heart University 2003 — 2007
BA, Business Administration
PepsiCo September 2014 - Present
PepsiCo March 2013 - September 2014
Spartech Corporation August 2012 - March 2013
Starwood Capital Group October 2008 - August 2012
Mallet Capital Managment, LLC May 2007 - October 2008
Matte and Company September 2006 - May 2007
Merrill Lynch 2006 - 2007
Skills
Recruiting, Employee Relations, Onboarding, Human Resources, Talent Management, Performance Management, Employee Benefits, Organizational..., HRIS, Union Negotiations, Labor & Industrial..., Negotiation, Leadership Development, Benefits Administration, Deferred Compensation, Workforce Planning, Personnel Management, Employee Engagement, Applicant Tracking..., College Recruiting, Labor Relations, HR Policies, PeopleSoft, FMLA, New Hire Orientations, Employee Training, Compensation & Benefit, Hiring, Interviews
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2014
Executive Education, Talent Management Institute
Villanova University 2010 — 2012
MS, Human Resource Development, 3.74
SHRM 2012 — 2012
Certification, HR Generalist
SHRM 2011 — 2011
Certification, Essentials of HR Management
Sacred Heart University 2003 — 2007
BA, Business Administration
Lal Vaghji's Merrill Lynch Experience July 1997 - December 2001
Job AnaData Consulting Inc
Industry Financial Services
Experience
Ana-Data Consulting January 1993 - Present
AllianceBernstein February 2003 - December 2003
Merrill Lynch July 1997 - December 2001
Cadbury Schwepps April 1996 - December 1996
AT&T Global Services October 1995 - March 1996
Nabisco March 1995 - September 1995
Unilever January 1993 - November 1994
Coopers and Lybrand January 1992 - January 1993
AGS Information Services April 1988 - December 1991
IBM July 1983 - September 1984
Skills
LINQ, Microsoft SQL Server, Business Intelligence, SDLC, Software Development, Data Warehousing, SSRS, Cognos, Analysis, Agile Methodologies, Data Modeling, ADO.NET, Fixed Income, SharePoint, Oracle, .NET, Capital Markets, Business Analysis, Business Intelligence..., Risk Management, SQL, Asset Management, ETL, Software Project...
Education
Sacred Heart University 2000 — 2003
mba, Finance
Sheffield Hallam University 1982 — 1986
College of Technology 1980 — 1982
Computers
Ana-Data Consulting January 1993 - Present
AllianceBernstein February 2003 - December 2003
Merrill Lynch July 1997 - December 2001
Cadbury Schwepps April 1996 - December 1996
AT&T Global Services October 1995 - March 1996
Nabisco March 1995 - September 1995
Unilever January 1993 - November 1994
Coopers and Lybrand January 1992 - January 1993
AGS Information Services April 1988 - December 1991
IBM July 1983 - September 1984
Skills
LINQ, Microsoft SQL Server, Business Intelligence, SDLC, Software Development, Data Warehousing, SSRS, Cognos, Analysis, Agile Methodologies, Data Modeling, ADO.NET, Fixed Income, SharePoint, Oracle, .NET, Capital Markets, Business Analysis, Business Intelligence..., Risk Management, SQL, Asset Management, ETL, Software Project...
Education
Sacred Heart University 2000 — 2003
mba, Finance
Sheffield Hallam University 1982 — 1986
College of Technology 1980 — 1982
Computers
Chris Bacon's Merrill Lynch Experience June 2004 - January 2006
Job Managing Director, Global Claims Center of Excellence at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance April 2015 - Present
Liberty Mutual Insurance May 2014 - March 2015
Liberty Mutual Insurance August 2012 - May 2014
Liberty Mutual Insurance August 2011 - August 2012
Liberty Mutual Insurance June 2009 - August 2011
Liberty Mutual Insurance April 2006 - June 2009
Merrill Lynch June 2004 - January 2006
Patriot Mutual Insurance Company February 2003 - June 2004
Skills
Property & Casualty..., Insurance, General Insurance, Process Improvement, Strategy, Retirement Planning, Strategic Financial..., Financial Services, Analysis, Wealth Management, Business Analysis, Microsoft Excel, Management, Strategic Planning, Leadership, Analytics, Coaching, Budgets, New Business Development, Business Planning, Forecasting, Customer Retention, Customer Satisfaction, Business Strategy, Sales Management, Sales, Underwriting, Pricing
Education
University of Southern Maine - School of Business 2004 — 2005
Masters Degree, Business Administration
Saint Anselm College 1997 — 2001
Bachelors of Art, Financial Economics
Liberty Mutual Insurance April 2015 - Present
Liberty Mutual Insurance May 2014 - March 2015
Liberty Mutual Insurance August 2012 - May 2014
Liberty Mutual Insurance August 2011 - August 2012
Liberty Mutual Insurance June 2009 - August 2011
Liberty Mutual Insurance April 2006 - June 2009
Merrill Lynch June 2004 - January 2006
Patriot Mutual Insurance Company February 2003 - June 2004
Skills
Property & Casualty..., Insurance, General Insurance, Process Improvement, Strategy, Retirement Planning, Strategic Financial..., Financial Services, Analysis, Wealth Management, Business Analysis, Microsoft Excel, Management, Strategic Planning, Leadership, Analytics, Coaching, Budgets, New Business Development, Business Planning, Forecasting, Customer Retention, Customer Satisfaction, Business Strategy, Sales Management, Sales, Underwriting, Pricing
Education
University of Southern Maine - School of Business 2004 — 2005
Masters Degree, Business Administration
Saint Anselm College 1997 — 2001
Bachelors of Art, Financial Economics
Robert Canone's Merrill Lynch Experience May 2000 - August 2000
Job Senior Manager, Treasury at Geller & Company
Industry Banking
Experience
Geller & Company September 2011 - Present
Warner Chilcott October 2005 - September 2011
Warner Chilcott April 2007 - December 2009
Warner Chilcott October 2005 - April 2007
CIT May 2005 - October 2005
Cendant May 2003 - May 2005
Bear Stearns August 2000 - May 2003
Merrill Lynch May 2000 - August 2000
Skills
Risk Management, Mergers, Treasury Management, Integration, SOX, Management, Treasury Services, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Sacred Heart University 1996 — 2000
BA, Business Admin/Finance
Geller & Company September 2011 - Present
Warner Chilcott October 2005 - September 2011
Warner Chilcott April 2007 - December 2009
Warner Chilcott October 2005 - April 2007
CIT May 2005 - October 2005
Cendant May 2003 - May 2005
Bear Stearns August 2000 - May 2003
Merrill Lynch May 2000 - August 2000
Skills
Risk Management, Mergers, Treasury Management, Integration, SOX, Management, Treasury Services, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Sacred Heart University 1996 — 2000
BA, Business Admin/Finance
Colleen Farley's Merrill Lynch Experience September 2007 - Present
Job Senior Operations Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
UBS Financial Services March 2006 - September 2007
Education
Saint Anselm College 2001 — 2005
Merrill Lynch September 2007 - Present
UBS Financial Services March 2006 - September 2007
Education
Saint Anselm College 2001 — 2005
Laura Murphy, CRCP's Merrill Lynch Experience September 2006 - December 2006
Job Assistant Chief Compliance Officer at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments September 2014 - Present
Income Research & Management April 2012 - September 2014
Eaton Vance 2010 - April 2012
Eaton Vance March 2010 - June 2011
Skandia Securities Americas, Inc. 2007 - 2010
Merrill Lynch September 2006 - December 2006
Skills
FINRA, Mutual Funds, AML, Series 7, Trading, Auditing, Due Diligence, Securities
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Suffolk University - Sawyer Business School 2014 — 2018
Master of Business Administration (MBA)
Sacred Heart University 2004 — 2008
Bachelor of Science (BS), Finance, and Marketing
FINRA Institute at Wharton
Certified Regulatory Compliance Professional (CRCP)
Standard Life Investments September 2014 - Present
Income Research & Management April 2012 - September 2014
Eaton Vance 2010 - April 2012
Eaton Vance March 2010 - June 2011
Skandia Securities Americas, Inc. 2007 - 2010
Merrill Lynch September 2006 - December 2006
Skills
FINRA, Mutual Funds, AML, Series 7, Trading, Auditing, Due Diligence, Securities
Education
Suffolk University Law School 2014 — 2018
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Suffolk University - Sawyer Business School 2014 — 2018
Master of Business Administration (MBA)
Sacred Heart University 2004 — 2008
Bachelor of Science (BS), Finance, and Marketing
FINRA Institute at Wharton
Certified Regulatory Compliance Professional (CRCP)
Erik J. Kraemer's Merrill Lynch Experience September 2004 - January 2005
Job Business Development Manager at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek March 2011 - Present
Aerotek March 2011 - March 2011
Aerotek December 2009 - March 2011
Centinel Financial Group (JHFN) June 2005 - April 2009
Merrill Lynch September 2004 - January 2005
Skills
Technical Recruiting, Contract Recruitment, Recruiting, Cold Calling, Applicant Tracking..., Temporary Placement, Talent Acquisition, Internet Recruiting, College Recruiting, Sourcing, Temporary Staffing, Human Resources, Building Relationships, Permanent Placement, Interviews, Screening, Management, Business Development, Customer Service, Leadership, Staffing Services, Sales
Education
Saint Anselm College 2001 — 2005
BA, Business
Lexington High School 1997 — 2001
Aerotek March 2011 - Present
Aerotek March 2011 - March 2011
Aerotek December 2009 - March 2011
Centinel Financial Group (JHFN) June 2005 - April 2009
Merrill Lynch September 2004 - January 2005
Skills
Technical Recruiting, Contract Recruitment, Recruiting, Cold Calling, Applicant Tracking..., Temporary Placement, Talent Acquisition, Internet Recruiting, College Recruiting, Sourcing, Temporary Staffing, Human Resources, Building Relationships, Permanent Placement, Interviews, Screening, Management, Business Development, Customer Service, Leadership, Staffing Services, Sales
Education
Saint Anselm College 2001 — 2005
BA, Business
Lexington High School 1997 — 2001
Greg Schaller, CRPC®'s Merrill Lynch Experience August 2000 - Present
Job VicePresident at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2000 - Present
Skills
Series 7, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Financial Modeling, Wealth Management, Asset Management, Marketing Strategy, Financial Planning, Equities, Customer Service, Asset Allocation
Education
Saint Bonaventure University
BS, Finance
Merrill Lynch August 2000 - Present
Skills
Series 7, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Financial Modeling, Wealth Management, Asset Management, Marketing Strategy, Financial Planning, Equities, Customer Service, Asset Allocation
Education
Saint Bonaventure University
BS, Finance
Onofrio Armenise's Merrill Lynch Experience November 2000 - March 2001
Job Equity Trader at BGC Partners
Industry Financial Services
Experience
BGC Partners August 2015 - Present
Guggenheim Securities March 2012 - Present
Ticonderoga Securities August 2009 - January 2012
Collins Stewart September 2008 - July 2009
COLLINS STEWART LLC September 2008 - July 2009
BEAR, STEARNS & Co May 2005 - July 2008
Bear Stearns May 2001 - July 2008
Bear Stearns May 2004 - May 2005
Bear Stearns May 2001 - August 2003
Merrill Lynch November 2000 - March 2001
Skills
Bloomberg, Equities, Series 7, Securities, Trading, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2001
MBA, International Finance
Università degli Studi di Bari 1990 — 1997
Laurea, Economics
St. John's University
Master of Business Administration, International Finance
University of Bari
Degree, Economic Sciences; International Economics
University of Turku
BGC Partners August 2015 - Present
Guggenheim Securities March 2012 - Present
Ticonderoga Securities August 2009 - January 2012
Collins Stewart September 2008 - July 2009
COLLINS STEWART LLC September 2008 - July 2009
BEAR, STEARNS & Co May 2005 - July 2008
Bear Stearns May 2001 - July 2008
Bear Stearns May 2004 - May 2005
Bear Stearns May 2001 - August 2003
Merrill Lynch November 2000 - March 2001
Skills
Bloomberg, Equities, Series 7, Securities, Trading, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2001
MBA, International Finance
Università degli Studi di Bari 1990 — 1997
Laurea, Economics
St. John's University
Master of Business Administration, International Finance
University of Bari
Degree, Economic Sciences; International Economics
University of Turku
Natashia Esposito's Merrill Lynch Experience December 1998 - November 2007
Job Experienced Customer Service Manager
Industry Banking
Experience
Stonegate Mortgage Corporation (NYSE: SGM) November 2012 - Present
Wells Fargo Home Mortgage June 2010 - November 2012
Merrill Lynch December 1998 - November 2007
Education
Saddleback College 1988 — 1989
High School, Business Administration and Management, General, 3.7 GPA
Laguna Hills High School 1984 — 1988
General Studies
Stonegate Mortgage Corporation (NYSE: SGM) November 2012 - Present
Wells Fargo Home Mortgage June 2010 - November 2012
Merrill Lynch December 1998 - November 2007
Education
Saddleback College 1988 — 1989
High School, Business Administration and Management, General, 3.7 GPA
Laguna Hills High School 1984 — 1988
General Studies
Frank Graziadio's Merrill Lynch Experience DirectorBank of America1975 - Present
Job Director at Merrill Lynch
Industry Banking
Experience
Merrill Lynch DirectorBank of America1975 - Present
Prudential Investments August 1997 - September 1999
Skills
Portfolio Management, Fixed Income, Project Portfolio..., Governance, Equities, Series 7, Derivatives, IT Strategy, Risk Management, Trading Systems, Strategy, SDLC, Investment Banking, Securities, Capital Markets, Program Management, Wealth Management, Asset Management, Strategic Planning, Investments, Business Analysis, Financial Services, Vendor Management, Banking, Hedge Funds, PMO, Alternative Investments, Bonds, Options, Electronic Trading, Management, Process Improvement, Leadership
Education
Saint Bonaventure University 1970 — 1974
BS, Math
Merrill Lynch DirectorBank of America1975 - Present
Prudential Investments August 1997 - September 1999
Skills
Portfolio Management, Fixed Income, Project Portfolio..., Governance, Equities, Series 7, Derivatives, IT Strategy, Risk Management, Trading Systems, Strategy, SDLC, Investment Banking, Securities, Capital Markets, Program Management, Wealth Management, Asset Management, Strategic Planning, Investments, Business Analysis, Financial Services, Vendor Management, Banking, Hedge Funds, PMO, Alternative Investments, Bonds, Options, Electronic Trading, Management, Process Improvement, Leadership
Education
Saint Bonaventure University 1970 — 1974
BS, Math
Peter Galiano's Merrill Lynch Experience May 2006 - June 2010
Job Director, Business Development
Industry Medical Devices
Experience
Sotera Wireless, Inc. May 2014 - Present
Covidien June 2010 - May 2014
Merrill Lynch May 2006 - June 2010
GlaxoSmithKline December 2001 - May 2006
Skills
Leadership, Strategic Leadership, Sales Management, Management, Strategy, New Business Development, Sales Effectiveness, Finance, Sales, Sales Operations, Investments, Selling, Wealth Management, Insurance, Strategic Planning, Retirement, Series 7, Financial Advisory, Financial Risk, Product Launch, Cross-functional Team..., Pharmaceutical Industry, Cardiology, Managed Care, Medical Devices, Healthcare, Pharmaceutical Sales, Oncology, Account Management
Education
Sacred Heart University 1999 — 2001
BS, Finance and Economics, 3.56
Immaculate High School 1990 — 1994
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sotera Wireless, Inc. May 2014 - Present
Covidien June 2010 - May 2014
Merrill Lynch May 2006 - June 2010
GlaxoSmithKline December 2001 - May 2006
Skills
Leadership, Strategic Leadership, Sales Management, Management, Strategy, New Business Development, Sales Effectiveness, Finance, Sales, Sales Operations, Investments, Selling, Wealth Management, Insurance, Strategic Planning, Retirement, Series 7, Financial Advisory, Financial Risk, Product Launch, Cross-functional Team..., Pharmaceutical Industry, Cardiology, Managed Care, Medical Devices, Healthcare, Pharmaceutical Sales, Oncology, Account Management
Education
Sacred Heart University 1999 — 2001
BS, Finance and Economics, 3.56
Immaculate High School 1990 — 1994
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Michael Dziomba's Merrill Lynch Experience July 1994 - July 2001
Job Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2006 - Present
TIAA-CREF October 2006 - Present
Argent Mortgage November 2004 - October 2006
Argent Mortgage September 2004 - September 2006
Indeliq-Accenture April 2003 - September 2003
Indeliq-Accenture April 2003 - September 2003
Rim Finance September 2001 - May 2002
RIM Finance January 2001 - January 2002
Merrill Lynch July 1994 - July 2001
Merrill Lynch July 1994 - July 2001
Education
UNC 2008 — 2008
Project Management
Loyola University Chicago, Graduate School of Business 1999 — 2002
MBA, Management
Saint John's University 1987 — 1991
Bachelor of Science, Marketing
Loyola University Chicago, Graduate School of Business
MBA, Management
Saint John's University
NY Bachelor of Science, Marketing
TIAA-CREF October 2006 - Present
TIAA-CREF October 2006 - Present
Argent Mortgage November 2004 - October 2006
Argent Mortgage September 2004 - September 2006
Indeliq-Accenture April 2003 - September 2003
Indeliq-Accenture April 2003 - September 2003
Rim Finance September 2001 - May 2002
RIM Finance January 2001 - January 2002
Merrill Lynch July 1994 - July 2001
Merrill Lynch July 1994 - July 2001
Education
UNC 2008 — 2008
Project Management
Loyola University Chicago, Graduate School of Business 1999 — 2002
MBA, Management
Saint John's University 1987 — 1991
Bachelor of Science, Marketing
Loyola University Chicago, Graduate School of Business
MBA, Management
Saint John's University
NY Bachelor of Science, Marketing
Rhonda Garguilo's Merrill Lynch Experience July 2006 - January 2010
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC April 2010 - Present
Merrill Lynch July 2006 - January 2010
Merrill Lynch 2005 - 2006
Merrill Lynch 2001 - 2005
Merrill Lynch 1998 - 2001
Amity Regional Junior High School 1997 - 1998
Skills
Series 99 Licence
Education
Sacred Heart University 1994 — 1997
BS, Psychology
HSBC April 2010 - Present
Merrill Lynch July 2006 - January 2010
Merrill Lynch 2005 - 2006
Merrill Lynch 2001 - 2005
Merrill Lynch 1998 - 2001
Amity Regional Junior High School 1997 - 1998
Skills
Series 99 Licence
Education
Sacred Heart University 1994 — 1997
BS, Psychology
Joseph Cioffi's Merrill Lynch Experience January 2008 - May 2008
Job Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey January 2011 - Present
JPMorganChase July 2008 - December 2010
Merrill Lynch January 2008 - May 2008
Skills
Financial Analysis, Accounting, Financial Reporting, Internal Controls, SEC filings, GAAP, CPA, Financial Modeling, Financial Accounting, Auditing, Financial Statements, US GAAP, Financial Statement...
Education
Sacred Heart University 2009 — 2010
B.S., Accounting
Sacred Heart University 2009 — 2010
B.S., Business
Sacred Heart University 2004 — 2008
B.S., Finance
Sacred Heart University
Master of Business Administration (MBA), Accounting and Finance
McGladrey January 2011 - Present
JPMorganChase July 2008 - December 2010
Merrill Lynch January 2008 - May 2008
Skills
Financial Analysis, Accounting, Financial Reporting, Internal Controls, SEC filings, GAAP, CPA, Financial Modeling, Financial Accounting, Auditing, Financial Statements, US GAAP, Financial Statement...
Education
Sacred Heart University 2009 — 2010
B.S., Accounting
Sacred Heart University 2009 — 2010
B.S., Business
Sacred Heart University 2004 — 2008
B.S., Finance
Sacred Heart University
Master of Business Administration (MBA), Accounting and Finance
Raymond Liuzzo's Merrill Lynch Experience July 1985 - February 2002
Job Associate Director at UBS
Industry Information Technology and Services
Experience
UBS July 2006 - Present
Consultant February 2002 - July 2006
Merrill Lynch July 1985 - February 2002
Nortel December 1982 - July 1985
Nortel December 1982 - July 1985
Skills
Vendor Management, Outsourcing, Project Management, Telecommunications, Disaster Recovery, Team Leadership, IT Strategy, Service Delivery, Risk Management, Business Process..., Enterprise Architecture, Program Management, IT Service Management, Business Analysis, Project Portfolio..., PMO, IT Management, Infrastructure, Strategic Planning, SDLC, ITIL, Project Delivery, Governance, PMP, Contract Management, Financial Services, MS Project, Change Management, Process Management, Financial Modeling
Education
Sacred Heart University 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
UBS July 2006 - Present
Consultant February 2002 - July 2006
Merrill Lynch July 1985 - February 2002
Nortel December 1982 - July 1985
Nortel December 1982 - July 1985
Skills
Vendor Management, Outsourcing, Project Management, Telecommunications, Disaster Recovery, Team Leadership, IT Strategy, Service Delivery, Risk Management, Business Process..., Enterprise Architecture, Program Management, IT Service Management, Business Analysis, Project Portfolio..., PMO, IT Management, Infrastructure, Strategic Planning, SDLC, ITIL, Project Delivery, Governance, PMP, Contract Management, Financial Services, MS Project, Change Management, Process Management, Financial Modeling
Education
Sacred Heart University 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
Christine DelCorsano's Merrill Lynch Experience August 1998 - July 2009
Job Managing Director, Leerink Partners
Industry Financial Services
Experience
Leerink Partners August 2009 - Present
Merrill Lynch August 1998 - July 2009
New York Life Ins Co June 1996 - August 1998
Education
St. John's University 1992 — 1996
BS, Accounting
Leerink Partners August 2009 - Present
Merrill Lynch August 1998 - July 2009
New York Life Ins Co June 1996 - August 1998
Education
St. John's University 1992 — 1996
BS, Accounting
Peter Dimitrakopoulos's Merrill Lynch Experience June 2011 - October 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - October 2012
Skills
Series 7, Uniform Combined State...
Education
St. John's University
Merrill Lynch June 2011 - October 2012
Skills
Series 7, Uniform Combined State...
Education
St. John's University
Joseph Genova's Merrill Lynch Experience April 2007 - June 2014
Job Project Manager at The NPD Group
Industry Financial Services
Experience
The NPD Group June 2014 - Present
Merrill Lynch April 2007 - June 2014
Merrill Lynch June 2006 - April 2007
Merrill Lynch November 2004 - June 2006
New York Life Insurance Company March 2004 - November 2004
Skills
Derivatives, Series 7, Fixed Income, Middle Office, Emerging Markets, Series 63, Swaps, Trading, Securities, Equities, Options, Trading Systems, Credit Derivatives, FX Options, Interest Rate..., Financial Modeling, Bloomberg, Equity Derivatives, Electronic Trading, Hedge Funds, Bonds
Education
Sacred Heart University 1999 — 2003
Bachelor's Degree, Finance and Business Administration
The NPD Group June 2014 - Present
Merrill Lynch April 2007 - June 2014
Merrill Lynch June 2006 - April 2007
Merrill Lynch November 2004 - June 2006
New York Life Insurance Company March 2004 - November 2004
Skills
Derivatives, Series 7, Fixed Income, Middle Office, Emerging Markets, Series 63, Swaps, Trading, Securities, Equities, Options, Trading Systems, Credit Derivatives, FX Options, Interest Rate..., Financial Modeling, Bloomberg, Equity Derivatives, Electronic Trading, Hedge Funds, Bonds
Education
Sacred Heart University 1999 — 2003
Bachelor's Degree, Finance and Business Administration
Stephen Nicholson, CFP's Merrill Lynch Experience June 1994 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 1994 - Present
Skills
Investments, Series 7, Series 63, Portfolio Management, Retirement Planning, Series 65, Asset Allocation, Mutual Funds, Securities, Bonds, Investment Strategies, Customer Service, Finance
Education
Saint Bonaventure University 1990 — 1994
BA, Finance
Merrill Lynch June 1994 - Present
Skills
Investments, Series 7, Series 63, Portfolio Management, Retirement Planning, Series 65, Asset Allocation, Mutual Funds, Securities, Bonds, Investment Strategies, Customer Service, Finance
Education
Saint Bonaventure University 1990 — 1994
BA, Finance
Jeffrey Kluge, CIMA, CPWA's Merrill Lynch Experience 1991 - Present
Job Senior Vice President Wealth Management
Industry Investment Management
Experience
Merrill Lynch 1991 - Present
Skills
Wealth Management, Investments, Financial Advisory, Retirement, Wealth, Strategic Financial..., Portfolio Management, Hedge Funds, Finance, High Net Worth..., Financial Analysis, Financial Modeling
Education
Saint John's University 1987 — 1991
Management Accounting
Merrill Lynch 1991 - Present
Skills
Wealth Management, Investments, Financial Advisory, Retirement, Wealth, Strategic Financial..., Portfolio Management, Hedge Funds, Finance, High Net Worth..., Financial Analysis, Financial Modeling
Education
Saint John's University 1987 — 1991
Management Accounting
Patrice Burke's Merrill Lynch Experience October 2009 - Present
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Merrill Lynch February 2004 - October 2009
Partnership for New York City January 2000 - February 2004
Education
Saint Anselm College 1984 — 1988
BA, Psychology
The Mary Louis Academy 1980 — 1984
High School
Merrill Lynch October 2009 - Present
Merrill Lynch February 2004 - October 2009
Partnership for New York City January 2000 - February 2004
Education
Saint Anselm College 1984 — 1988
BA, Psychology
The Mary Louis Academy 1980 — 1984
High School
Carol Feeley's Merrill Lynch Experience 1991 - 2009
Job Managing Director Global Head of Financial Institutions Risk at AIG
Industry Financial Services
Experience
AIG 2014 - Present
General Electric Capital Corporation 2014 - 2014
Ally Financial June 2011 - 2014
Societe Generale 2010 - 2011
Merrill Lynch 1991 - 2009
Merrill Lynch 1991 - 2009
Chemical Bank 1989 - 1991
Barclays 1985 - 1989
Skills
Capital Markets, Credit Risk, Loans, Valuation, Investment Banking, Underwriting, Restructuring, Fixed Income, Risk Management, Portfolio Management, Market Risk, Credit, Securities, Hedge Funds, Financial Structuring, Equities, Financial Modeling, Leveraged Finance, Financial Risk, Financial Analysis, Bonds, Derivatives, Structured Finance, Credit Analysis, Structured Products, Corporate Finance, Financial Services, Trading, Due Diligence, Mergers & Acquisitions, Investments, Financial Markets, Alternative Investments, Asset Management, Banking, Securitization, Private Equity, FX Options, Hedging, Commercial Banking
Education
Saint Bonaventure University
Finance
AIG 2014 - Present
General Electric Capital Corporation 2014 - 2014
Ally Financial June 2011 - 2014
Societe Generale 2010 - 2011
Merrill Lynch 1991 - 2009
Merrill Lynch 1991 - 2009
Chemical Bank 1989 - 1991
Barclays 1985 - 1989
Skills
Capital Markets, Credit Risk, Loans, Valuation, Investment Banking, Underwriting, Restructuring, Fixed Income, Risk Management, Portfolio Management, Market Risk, Credit, Securities, Hedge Funds, Financial Structuring, Equities, Financial Modeling, Leveraged Finance, Financial Risk, Financial Analysis, Bonds, Derivatives, Structured Finance, Credit Analysis, Structured Products, Corporate Finance, Financial Services, Trading, Due Diligence, Mergers & Acquisitions, Investments, Financial Markets, Alternative Investments, Asset Management, Banking, Securitization, Private Equity, FX Options, Hedging, Commercial Banking
Education
Saint Bonaventure University
Finance
Francis Sitko's Merrill Lynch Experience January 1987 - Present
Job Fraud Detection/Prevention Team Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1987 - Present
Merrill Lynch January 1987 - February 1990
U.S. Army July 1978 - September 1982
Skills
Strategic Planning, Financial Analysis, Management, Program Management, Analysis, Customer Service, Training, Financial Services
Education
Saint Bonaventure University 1974 — 1978
Psychology
Merrill Lynch January 1987 - Present
Merrill Lynch January 1987 - February 1990
U.S. Army July 1978 - September 1982
Skills
Strategic Planning, Financial Analysis, Management, Program Management, Analysis, Customer Service, Training, Financial Services
Education
Saint Bonaventure University 1974 — 1978
Psychology
Steve Pasquantonio's Merrill Lynch Experience 2006 - 2006
Job Investment Operations at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2012 - Present
North Run Capital August 2011 - January 2012
State Street Bank 2006 - 2010
Merrill Lynch 2006 - 2006
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Bloomberg
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts, Economics and Business
Eaton Vance March 2012 - Present
North Run Capital August 2011 - January 2012
State Street Bank 2006 - 2010
Merrill Lynch 2006 - 2006
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Bloomberg
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts, Economics and Business
Tony Alaimo, CFA's Merrill Lynch Experience April 2005 - September 2005
Job Analyst at Kalo Capital Management
Industry Financial Services
Experience
Androscoggin Home Care and Hospice November 2013 - December 2013
Axiom International Investors November 2006 - November 2013
The Commonfund January 2006 - May 2006
Merrill Lynch April 2005 - September 2005
Skills
Bloomberg, Equity Research, Financial Analysis, Hedge Funds, Equities, Financial Modeling, Valuation, Investments, Asset Managment, Capital Markets, Derivatives, Data Analysis, Financial Markets, Mutual Funds, Investment Strategies, Asset Allocation, Economics, Asset Management, Emerging Markets, Fixed Income, Portfolio Management
Education
Sacred Heart University 2002 — 2006
BA, Finance, Economics
Androscoggin Home Care and Hospice November 2013 - December 2013
Axiom International Investors November 2006 - November 2013
The Commonfund January 2006 - May 2006
Merrill Lynch April 2005 - September 2005
Skills
Bloomberg, Equity Research, Financial Analysis, Hedge Funds, Equities, Financial Modeling, Valuation, Investments, Asset Managment, Capital Markets, Derivatives, Data Analysis, Financial Markets, Mutual Funds, Investment Strategies, Asset Allocation, Economics, Asset Management, Emerging Markets, Fixed Income, Portfolio Management
Education
Sacred Heart University 2002 — 2006
BA, Finance, Economics
JAY GRIEP, CRPC,'s Merrill Lynch Experience January 1999 - February 2009
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2009 - Present
Merrill Lynch January 1999 - February 2009
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Uniform Combined State..., Investment Advisory
Education
St. Cloud State University 1985 — 1989
Bachelor of Science (B.S.), Speech Communication
Saint John's University 1983 — 1985
Business
Glencoe Senior High School
UBS Financial Services Inc. February 2009 - Present
Merrill Lynch January 1999 - February 2009
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Uniform Combined State..., Investment Advisory
Education
St. Cloud State University 1985 — 1989
Bachelor of Science (B.S.), Speech Communication
Saint John's University 1983 — 1985
Business
Glencoe Senior High School
Bill Tankiewicz's Merrill Lynch Experience
Job AVP, Client Service Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Customer Service, Financial Services, Banking, Leadership, Sales, Project Management
Education
Saint Bonaventure University 1994 — 1998
Merrill Lynch
Skills
Customer Service, Financial Services, Banking, Leadership, Sales, Project Management
Education
Saint Bonaventure University 1994 — 1998
Paul Snell's Merrill Lynch Experience September 2010 - December 2010
Job Enterprise Account Executive at Govini
Industry Information Technology and Services
Experience
Govini January 2015 - Present
Govini October 2014 - December 2014
Raytheon January 2014 - October 2014
Raytheon July 2012 - June 2014
Raytheon Company June 2011 - July 2012
Merrill Lynch September 2010 - December 2010
Raytheon Company May 2010 - August 2010
Raytheon Company May 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Strategic Financial..., Microsoft Word, Leadership, Variance Analysis, Earned Value Management, SAP, Financial Reporting, Financial Planning, Business Development, Financial Accounting, Corporate Finance, Strategy, Sales, Salesforce.com, Lead Generation, Business Relationship..., Corporate Strategy..., Data Analysis, Sales Presentations, Strategic Planning, Sales Prospecting, Strategic Prospecting
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts, Accounting
Govini January 2015 - Present
Govini October 2014 - December 2014
Raytheon January 2014 - October 2014
Raytheon July 2012 - June 2014
Raytheon Company June 2011 - July 2012
Merrill Lynch September 2010 - December 2010
Raytheon Company May 2010 - August 2010
Raytheon Company May 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Strategic Financial..., Microsoft Word, Leadership, Variance Analysis, Earned Value Management, SAP, Financial Reporting, Financial Planning, Business Development, Financial Accounting, Corporate Finance, Strategy, Sales, Salesforce.com, Lead Generation, Business Relationship..., Corporate Strategy..., Data Analysis, Sales Presentations, Strategic Planning, Sales Prospecting, Strategic Prospecting
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts, Accounting
Mike Valinoti's Merrill Lynch Experience January 1995 - January 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
J.P. Morgan 2010 - 2011
Professional Services Group January 2009 - 2010
Merrill Lynch January 1995 - January 2009
Bankers Trust Company January 1990 - January 1995
Drexel Burnham Lambert January 1982 - January 1990
Education
Saint John's University
BS, Management
J.P. Morgan 2010 - 2011
Professional Services Group January 2009 - 2010
Merrill Lynch January 1995 - January 2009
Bankers Trust Company January 1990 - January 1995
Drexel Burnham Lambert January 1982 - January 1990
Education
Saint John's University
BS, Management
Michael Fandel's Merrill Lynch Experience 1984 - 1986
Job Outside Sales at Emerson Swan
Industry Building Materials
Experience
Emerson Swan April 2001 - Present
First Call 1987 - 1990
Business Research Corp. 1987 - 1989
Fidelity Investments 1986 - 1988
Merrill Lynch Funds Distributors 1984 - 1987
Merrill Lynch 1984 - 1986
Skills
New Business Development, Sales Management, Team Building, Sales, Account Management, Negotiation, Strategic Planning, Product Development, Budgets, Customer Service, Selling, Contract Negotiation, Key Account Management, Microsoft Office, Inventory Management, Strategy, Marketing Strategy, Operations Management, Pricing, Logistics, Process Improvement, Coaching, Business Development, Product Marketing, Heating, Air Conditioning, Manufacturing
Education
Saint Anselm College 1979 — 1983
BA, Economics
Saint Anselm College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Emerson Swan April 2001 - Present
First Call 1987 - 1990
Business Research Corp. 1987 - 1989
Fidelity Investments 1986 - 1988
Merrill Lynch Funds Distributors 1984 - 1987
Merrill Lynch 1984 - 1986
Skills
New Business Development, Sales Management, Team Building, Sales, Account Management, Negotiation, Strategic Planning, Product Development, Budgets, Customer Service, Selling, Contract Negotiation, Key Account Management, Microsoft Office, Inventory Management, Strategy, Marketing Strategy, Operations Management, Pricing, Logistics, Process Improvement, Coaching, Business Development, Product Marketing, Heating, Air Conditioning, Manufacturing
Education
Saint Anselm College 1979 — 1983
BA, Economics
Saint Anselm College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Margaret Manende's Merrill Lynch Experience September 2009 - December 2009
Job Financial Analyst at New York University
Industry Financial Services
Experience
New York University March 2014 - Present
The Eagle Point Companies June 2011 - March 2014
The Eagle Point Companies October 2010 - June 2011
Burke Advertising January 2010 - May 2010
Saint Anselm College August 2008 - May 2010
Merrill Lynch September 2009 - December 2009
Education
Saint Anselm College 2006 — 2010
Bachelor of Arts; 2010, Financial Economics
New York University March 2014 - Present
The Eagle Point Companies June 2011 - March 2014
The Eagle Point Companies October 2010 - June 2011
Burke Advertising January 2010 - May 2010
Saint Anselm College August 2008 - May 2010
Merrill Lynch September 2009 - December 2009
Education
Saint Anselm College 2006 — 2010
Bachelor of Arts; 2010, Financial Economics
Jacqueline Massella's Merrill Lynch Experience November 2010 - March 2013
Job Marketing Coordinator at Mitchells Family of Stores
Industry Marketing and Advertising
Experience
Mitchells Family of Stores March 2013 - Present
Merrill Lynch November 2010 - March 2013
Wells Fargo August 2010 - November 2010
Wells Fargo June 2010 - August 2010
Skills
Social Media Marketing, Online Marketing, Direct Marketing, Business Development, Marketing Communications, Event Planning, Events Coordination, Customer Service, Sales, Client Prospecting, Microsoft Office, Microsoft Excel, Market Research, PowerPoint, Management, Digital Marketing, Business Strategy, Marketing, Social Media, Microsoft Word, Finance, Social Networking
Education
Sacred Heart University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Mitchells Family of Stores March 2013 - Present
Merrill Lynch November 2010 - March 2013
Wells Fargo August 2010 - November 2010
Wells Fargo June 2010 - August 2010
Skills
Social Media Marketing, Online Marketing, Direct Marketing, Business Development, Marketing Communications, Event Planning, Events Coordination, Customer Service, Sales, Client Prospecting, Microsoft Office, Microsoft Excel, Market Research, PowerPoint, Management, Digital Marketing, Business Strategy, Marketing, Social Media, Microsoft Word, Finance, Social Networking
Education
Sacred Heart University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Jared Balbach's Merrill Lynch Experience June 2007 - August 2007
Job Equity Trader/Operations Manager at New Mountain Capital
Industry Financial Services
Experience
New Mountain Capital September 2010 - Present
Operation HOPE April 2010 - August 2010
Strategic Counsel September 2009 - August 2010
Mazz Marketing September 2007 - August 2010
Merrill Lynch June 2007 - August 2007
Education
Sacred Heart University 2009 — 2010
M.B.A, Finance
Sacred Heart University 2006 — 2009
BS, Finance
New Mountain Capital September 2010 - Present
Operation HOPE April 2010 - August 2010
Strategic Counsel September 2009 - August 2010
Mazz Marketing September 2007 - August 2010
Merrill Lynch June 2007 - August 2007
Education
Sacred Heart University 2009 — 2010
M.B.A, Finance
Sacred Heart University 2006 — 2009
BS, Finance
Jennifer Toth's Merrill Lynch Experience October 2012 - August 2013
Job Logistics Coordinator at AV Logistics
Industry Logistics and Supply Chain
Experience
AV Logistics August 2013 - Present
Merrill Lynch October 2012 - August 2013
City of Jacksonville December 2010 - October 2012
Jacksonville Public Library February 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Data Entry, Access, SAP, Leadership, Research, Project Management, Administrative..., Continuous Improvement, Team Leadership, Logistics, Logistics Management, Transportation, Supply Chain Management, Supply Chain, Shipping, Warehousing, Materials Management, Inventory Management, Distribution Center..., Analysis, Training, Process Scheduler, Supervisory Skills, Budgets, Time Management
Education
University of North Florida 2007 — 2009
Bachelor of Science, Logistics and Transportation
Saint Johns River State College 2005 — 2007
Associate of Arts (A.A.)
AV Logistics August 2013 - Present
Merrill Lynch October 2012 - August 2013
City of Jacksonville December 2010 - October 2012
Jacksonville Public Library February 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Data Entry, Access, SAP, Leadership, Research, Project Management, Administrative..., Continuous Improvement, Team Leadership, Logistics, Logistics Management, Transportation, Supply Chain Management, Supply Chain, Shipping, Warehousing, Materials Management, Inventory Management, Distribution Center..., Analysis, Training, Process Scheduler, Supervisory Skills, Budgets, Time Management
Education
University of North Florida 2007 — 2009
Bachelor of Science, Logistics and Transportation
Saint Johns River State College 2005 — 2007
Associate of Arts (A.A.)
James P. Irwin Jr.'s Merrill Lynch Experience December 1981 - Present
Job Senior Vice PresidentInvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1981 - Present
Education
Saint Bonaventure University 1973 — 1977
BBA, Marketing
Merrill Lynch December 1981 - Present
Education
Saint Bonaventure University 1973 — 1977
BBA, Marketing
Lauri McDougall's Merrill Lynch Experience October 1993 - August 2000
Job Senior Registered Service Associate, Registered Paraplanner
Industry Financial Services
Experience
Raymond James & Associates, Inc. August 2000 - Present
Merrill Lynch October 1993 - August 2000
Merrill Lynch January 1988 - October 1989
Education
Saginaw Valley State University 1984 — 1988
Bachelor's Degree, Business Administration
Raymond James & Associates, Inc. August 2000 - Present
Merrill Lynch October 1993 - August 2000
Merrill Lynch January 1988 - October 1989
Education
Saginaw Valley State University 1984 — 1988
Bachelor's Degree, Business Administration
Kimberly Nieskoski's Merrill Lynch Experience October 2007 - May 2008
Job Senior Derivatives Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
State Street January 2014 - September 2014
State Street Corporation September 2010 - January 2014
State Street June 2008 - September 2010
Merrill Lynch October 2007 - May 2008
Investors Bank & Trust May 2007 - August 2007
Skills
Bloomberg
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts; Certificate, Business; German
Fidelity Investments September 2014 - Present
State Street January 2014 - September 2014
State Street Corporation September 2010 - January 2014
State Street June 2008 - September 2010
Merrill Lynch October 2007 - May 2008
Investors Bank & Trust May 2007 - August 2007
Skills
Bloomberg
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts; Certificate, Business; German
Mario Kustera's Merrill Lynch Experience April 1993 - April 1999
Job Branch Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Wells Fargo Advisors February 2012 - May 2015
Merlin Securities May 2008 - July 2011
PEARSON TULCIN WOLFF INC October 2001 - July 2007
Merrill Lynch April 1993 - April 1999
Skills
Securities, Equities, Fixed Income, Options, Hedge Funds, Trading, Middle Office, Prime Brokerage, Institutional, Sell Side, Compliance, Capital Markets, Investments, Customer Relations, Bonds, FX, Settlements, Microsoft Office, Mutual Funds, Private Placements, Equity Trading, Alternative Investments, Stocks, Fixed Income Products, Currency, Back Office, Settlement, DTC, Hedging, Investment Products, Cash, Corporate Actions, Prime, Debt
Education
College of Business Administration 1984 — 1988
Bachelor of Science (BS), Management
St. John's University 1984 — 1988
Bachelor of Science, Business/Managerial Economics
Morgan Stanley June 2015 - Present
Wells Fargo Advisors February 2012 - May 2015
Merlin Securities May 2008 - July 2011
PEARSON TULCIN WOLFF INC October 2001 - July 2007
Merrill Lynch April 1993 - April 1999
Skills
Securities, Equities, Fixed Income, Options, Hedge Funds, Trading, Middle Office, Prime Brokerage, Institutional, Sell Side, Compliance, Capital Markets, Investments, Customer Relations, Bonds, FX, Settlements, Microsoft Office, Mutual Funds, Private Placements, Equity Trading, Alternative Investments, Stocks, Fixed Income Products, Currency, Back Office, Settlement, DTC, Hedging, Investment Products, Cash, Corporate Actions, Prime, Debt
Education
College of Business Administration 1984 — 1988
Bachelor of Science (BS), Management
St. John's University 1984 — 1988
Bachelor of Science, Business/Managerial Economics
Igor Gubskiy's Merrill Lynch Experience February 2008 - April 2010
Job Business Consultant at SimCorp
Industry Computer Software
Experience
SimCorp March 2012 - Present
Omgeo April 2010 - Present
Merrill Lynch February 2008 - April 2010
Thomson Reuters 2007 - 2008
Skills
Derivatives, Product Management, Integration
Education
Sacred Heart University 1998 — 2002
Sacred Heart University
SimCorp March 2012 - Present
Omgeo April 2010 - Present
Merrill Lynch February 2008 - April 2010
Thomson Reuters 2007 - 2008
Skills
Derivatives, Product Management, Integration
Education
Sacred Heart University 1998 — 2002
Sacred Heart University
Khaled Trabulsi's Merrill Lynch Experience July 2005 - December 2008
Job Senior Loan Officer at Banc of California
Industry Financial Services
Experience
Banc of California June 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) November 2014 - June 2015
Marshall Reddick Real Estate Network May 2014 - September 2014
American Financial Network June 2011 - April 2014
Firstline Mortgage February 2009 - June 2009
Merrill Lynch July 2005 - December 2008
NationPoint a subsidiary of First Franklin Financial July 2003 - July 2005
All Spares Inc 2002 - 2003
Skytower Aviation 2000 - 2002
GMDC Inc 1995 - 2000
Skills
Sales Management, Account Management, Key Account Development, International Sales, FHA financing, Mortgage Banking, Residential Mortgages, Real Estate Financing, Banking, First Time Home Buyers, Sales, Loans, Real Estate, FHA, Refinance, Finance, Referrals, Loan Origination, VA loans, Mortgage Lending, Reverse Mortgages, Investment Properties, Credit, Mortgage Underwriting, REO, Sellers, Investors, Underwriting, Short Sales, USDA, Loss Mitigation, Foreclosures, Marketing, Investments, Residential Homes, VA Loans, FHA Financing
Education
Saddleback College 1995 — 1997
Business Administration and Management, General
Aliso Niguel 1993 — 1995
Banc of California June 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) November 2014 - June 2015
Marshall Reddick Real Estate Network May 2014 - September 2014
American Financial Network June 2011 - April 2014
Firstline Mortgage February 2009 - June 2009
Merrill Lynch July 2005 - December 2008
NationPoint a subsidiary of First Franklin Financial July 2003 - July 2005
All Spares Inc 2002 - 2003
Skytower Aviation 2000 - 2002
GMDC Inc 1995 - 2000
Skills
Sales Management, Account Management, Key Account Development, International Sales, FHA financing, Mortgage Banking, Residential Mortgages, Real Estate Financing, Banking, First Time Home Buyers, Sales, Loans, Real Estate, FHA, Refinance, Finance, Referrals, Loan Origination, VA loans, Mortgage Lending, Reverse Mortgages, Investment Properties, Credit, Mortgage Underwriting, REO, Sellers, Investors, Underwriting, Short Sales, USDA, Loss Mitigation, Foreclosures, Marketing, Investments, Residential Homes, VA Loans, FHA Financing
Education
Saddleback College 1995 — 1997
Business Administration and Management, General
Aliso Niguel 1993 — 1995
Gregory Hale's Merrill Lynch Experience 2005 - 2009
Job
Industry Capital Markets
Experience
Mizuho Capital Markets Corp. 2009 - 2011
Merrill Lynch 2005 - 2009
Deutsche Bank 1994 - 2006
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Derivatives, Options, Trading, Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Equities, Financial Markets, Coaching Baseball, Securities, Equity Derivatives, Series 7, FX Options, Bonds
Education
St. Bonaventure University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Mizuho Capital Markets Corp. 2009 - 2011
Merrill Lynch 2005 - 2009
Deutsche Bank 1994 - 2006
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Derivatives, Options, Trading, Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Equities, Financial Markets, Coaching Baseball, Securities, Equity Derivatives, Series 7, FX Options, Bonds
Education
St. Bonaventure University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Nicholas Lopilato's Merrill Lynch Experience January 2014 - June 2014
Job Morgan Stanley
Industry Higher Education
Experience
Wilson Elser November 2014 - February 2015
Morgan Stanley August 2014 - October 2014
Merrill Lynch January 2014 - June 2014
Northwestern Mutual June 2013 - January 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Insurance, Leadership, Time Management, Financial Analysis, Customer Satisfaction
Education
Sacred Heart University 2010 — 2014
Bachelor of Science, Finance
Mahopac High School 2006 — 2010
Diploma
Wilson Elser November 2014 - February 2015
Morgan Stanley August 2014 - October 2014
Merrill Lynch January 2014 - June 2014
Northwestern Mutual June 2013 - January 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Insurance, Leadership, Time Management, Financial Analysis, Customer Satisfaction
Education
Sacred Heart University 2010 — 2014
Bachelor of Science, Finance
Mahopac High School 2006 — 2010
Diploma
Susan Acker's Merrill Lynch Experience First Vice PresidentMorgan StanleySeptember 1996 - February 2008
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch First Vice PresidentMorgan StanleySeptember 1996 - February 2008
Education
St. Bonaventure University
Merrill Lynch First Vice PresidentMorgan StanleySeptember 1996 - February 2008
Education
St. Bonaventure University
Michael Jason's Merrill Lynch Experience July 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Education
Saint Bonaventure University 1992 — 1997
Merrill Lynch July 2010 - Present
Education
Saint Bonaventure University 1992 — 1997
Jeff Yockel's Merrill Lynch Experience Director, Strategic AccountsIngersoll Rand CompanyMay 1980 - March 2013
Job Retired
Industry Financial Services
Experience
Merrill Lynch Director, Strategic AccountsIngersoll Rand CompanyMay 1980 - March 2013
Education
St. Bonaventure University 1975 — 1979
BBA - Accounting
Merrill Lynch Director, Strategic AccountsIngersoll Rand CompanyMay 1980 - March 2013
Education
St. Bonaventure University 1975 — 1979
BBA - Accounting
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