Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Elliott Grisham Elliott Grisham Napa, California Details
Elliott Grisham's Merrill Lynch Experience April 2012 - December 2013
Job Mortgage Loan Originator at Pinnacle Capital Mortgage Corp
Industry Primary/Secondary Education
Experience
Pinnacle Capital Mortgage Corp  December 2014 - Present
Citi Personal Wealth Management  December 2013 - September 2014
Merrill Lynch   April 2012 - December 2013
Saint Marys College  April 2009 - September 2012
Complete Business Services  April 2010 - August 2011
Western International Securities  February 2009 - October 2009

Skills
Investments, Financial Analysis, Series 7, Asset Managment, Investment Strategies, Wealth Management, Strategic Financial..., Mutual Funds, Portfolio Management, Retirement Planning, Financial Modeling, Alternative Investments, Series 66, Financial Planning

Education
Saint Mary's College of California   2009 — 2011
M.B.A., Business

San Diego State University-California State University   2002 — 2007
BA, Economics

Kate Frankel Kate Frankel Greater St. Louis Area Details
Kate Frankel's Merrill Lynch Experience May 2011 - September 2014
Job Family Office Associate at Greenway Family Office
Industry Financial Services
Experience
Greenway Family Office   September 2014 - Present
Merrill Lynch   May 2011 - September 2014
Reinert Weishaar & Associate, P.C.   January 2010 - May 2011
LexisNexis  August 2008 - May 2010
Saint Louis University  September 2009 - April 2010
Catholic Legal Assistance Ministry  2009 - 2010
Legal Services of Eastern Missouri  May 2008 - August 2009

Skills
Word, Series 7, Legal Research, Litigation, Legal Writing, Westlaw, Civil Litigation, Courts, Public Speaking, Mediation, Investments, Research, Portfolio Management, Microsoft Office

Education
Saint Louis University School of Law   2007 — 2010
Doctor of Law (JD), Tax Concentration

University of Missouri-Columbia   2003 — 2007
BS, Banking and Finance

Aleck Solorzano Aleck Solorzano Greater Philadelphia Area Details
Aleck Solorzano's Merrill Lynch Experience November 2013 - February 2014
Job Advisory Associate at KPMG
Industry Financial Services
Experience
KPMG US  July 2015 - Present
Saint Joseph's University  February 2014 - May 2015
Grant Thornton LLP  June 2014 - August 2014
Merrill Lynch   November 2013 - February 2014
Saint Joseph's University  August 2012 - November 2013
Walmart  May 2013 - August 2013
Clinica 20/20   March 2011 - July 2011

Skills
Microsoft Excel, Spanish, Microsoft Office, SharePoint, Process Improvement, Data Entry, PowerPoint, Microsoft Word

Education
Saint Joseph's University   2011 — 2015
Bachelor's Degree, Finance, 3.88

Saint Joseph's University   2011 — 2015
Bachelor's Degree, Economics, 3.88

Alexandra Pavlishin Alexandra Pavlishin Saint Louis, Missouri Details
Alexandra Pavlishin's Merrill Lynch Experience May 2012 - August 2012
Job Risk Advisory Services Staff at EY
Industry Financial Services
Experience
EY  August 2014 - Present
Saint Louis University  August 2012 - May 2014
Ernst & Young  June 2013 - August 2013
Merrill Lynch   May 2012 - August 2012
Kane County Cougars Baseball  May 2010 - August 2011

Skills
Sales, Time Management, Management, Sports Management, Banking, Leadership, Microsoft Excel, Microsoft Office, PowerPoint

Education
Saint Louis University   2010 — 2014
Bachelor of Science (B.S.), Finance & Economics

Robert Iocco Robert Iocco Ambler, Pennsylvania Details
Robert Iocco's Merrill Lynch Experience September 2008 - August 2010
Job Internal Wholesaler at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  January 2013 - Present
Vanguard  October 2010 - December 2012
Merrill Lynch   September 2008 - August 2010

Education
Saint Joseph's University   2006 — 2010
Bachelor of Science (B.S.), Marketing

Andrea Bernard Andrea Bernard San Francisco Bay Area Details
Andrea Bernard's Merrill Lynch Experience May 2012 - September 2012
Job Merchandise Planner Outdoor Furniture at Restoration Hardware
Industry Financial Services
Experience
Restoration Hardware  September 2015 - Present
Restoration Hardware  December 2014 - Present
Restoration Hardware  November 2013 - Present
Maybach Foundation   November 2012 - Present
Lenda  August 2013 - December 2013
Merrill Lynch   May 2012 - September 2012
Merrill Lynch   May 2011 - August 2011

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Strategic Planning

Education
University of San Francisco   2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, Finance

Saint Mary's College of California

Saint Mary's College of California

Andrew Webster Andrew Webster Chicago, Illinois Details
Andrew Webster's Merrill Lynch Experience March 2008 - May 2008
Job Programmatic Specialist Midwest and West Regions
Industry Marketing and Advertising
Experience
Integral Ad Science  August 2014 - Present
Rubicon Project  November 2013 - July 2014
PulsePoint  2011 - November 2013
Advent Capital Management  2010 - 2011
FGI Risk Services  2009 - 2010
Lincoln Financial Group  May 2008 - August 2008
Merrill Lynch   March 2008 - May 2008
First Financial Group  March 2007 - July 2007

Education
Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2009
Bachelors, Finance / Economics

Victor Altadonna Victor Altadonna Greater Philadelphia Area Details
Victor Altadonna's Merrill Lynch Experience July 2004 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2004 - Present

Education
St. Joseph's University
Master of Business Administration (MBA)

Eleanor (Flick) Lyons Eleanor (Flick) Lyons Greater Philadelphia Area Details
Eleanor (Flick) Lyons's Merrill Lynch Experience October 2004 - March 2007
Job Leadership Coach │Strategic Facilitator │Speaker
Industry Management Consulting
Experience
Human Edge Resources, LLC   June 2007 - Present
PPS International   May 2007 - Present
Human Edge Resources, LLC   June 2007 - Present
GLS Worldwide LLC   December 2012 - December 2014
The Oxford Group  April 2010 - December 2014
Career Systems International  April 2007 - January 2012
Merrill Lynch   October 2004 - March 2007
FleetBoston Financial  May 2000 - May 2004
GE Financial Assurance  February 1997 - May 2000
General Electric Company (GE)   1992 - 2000

Skills
Strategic Planning, Strategic Planning..., Executive Coaching, Instructional Design, Instructor-led Training, Leadership Workshops, Training & Development, Team Building, Cross-functional Team..., Change Management, Management Consulting, Leadership Development, Organizational..., Organizational Change, Organizational..., Meeting Planning, Corporate Meetings, Business Meetings, Large Group Facilitation, HR Consulting, Performance Consulting, HR Strategy, HR Solutions, Performance Management, Performance Improvement, Six Sigma, Leadership, Personnel Management, Workshop Facilitation, GE Workout, CAP, Coaching, Employee Training, Onboarding, Training, Human Resources, Management, Talent Management, Employee Engagement, HRIS, Organizational Design, Culture Change, Conflict Resolution, Career Development, Succession Planning, Management Development, Executive Development, Training Delivery, Career Management, Emotional Intelligence

Education
Saint Joseph's University   1994 — 1997
Masters, Training & Organizational Development

University of Pennsylvania - The Wharton School   2005 — 2005
Executive Coaching Program

GE Crotonville   1996 — 1996
New Manager Development Course

Temple University   1984 — 1989
BBA, Human Resources

HS for Creative & Performing Arts   1979 — 1983
Drama

Lindsay McDonald Lindsay McDonald Chicago, Illinois Details
Lindsay McDonald's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at bswift
Industry Information Technology and Services
Experience
bswift  February 2015 - Present
bswift  February 2014 - January 2015
Rowleys Bay Resort   June 2013 - October 2013
Saint Mary's College  August 2009 - May 2013
Merrill Lynch   June 2012 - August 2012
BCC Steel, Inc.   May 2011 - August 2011

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Organization, Problem Solving, Time Management, Always Willing to Learn, Work Well Independently, Works well in a team, Teamwork, Research, Microsoft Office

Education
Saint Mary's College   2009 — 2013
Bachelor of Business Administration (BBA), Finance and Management, Senior

Justin Amit Justin Amit San Francisco Bay Area Details
Justin Amit's Merrill Lynch Experience July 2015 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2015 - Present
Merrill Edge  December 2014 - June 2015
Collegiate Sports Official   September 2001 - May 2015
Merrill Edge  March 2014 - December 2014
Independent Capital Management  June 2013 - October 2013
Lock Stock and Barrel Investments   September 2011 - June 2013
Follett Higher Education Group  May 2008 - December 2011

Skills
Microsoft Office, Investments, Portfolio Management, Personal Financial..., Retirement Planning, Life Insurance, College Savings, Sports, Insurance, Customer Service, Finance, Series 6, Stocks, Mutual Funds, Retirement, Budgets, Management, Real Estate, Sales, Forecasting, Financial Analysis

Education
Saint Mary's College of California   2015 — 2016
Master's degree, Financial Analysis and Investment Management

San Diego State University-California State University   2005 — 2008
Bachelors, Financial Services

Joel Mattana Joel Mattana Austin, Texas Area Details
Joel Mattana's Merrill Lynch Experience May 2010 - August 2010
Job Account Executive, Healthcare and Life Sciences at Dell
Industry Financial Services
Experience
Dell  November 2014 - Present
Dell  August 2012 - November 2014
Cedar Ridge High School  September 2012 - January 2014
Dell  May 2011 - April 2012
Merrill Lynch   May 2010 - August 2010

Skills
Investments, Portfolio Management, Financial Modeling, Financial Analysis, Strategic Financial..., Accounting, Process Improvement, Microsoft Excel, Access, PowerPoint, Customer Service, Strategic Planning, Strategy, Analysis, Leadership, Project Management, Analytics, Social Media, Management, Business Analysis, Consulting, Public Speaking, Finance, Microsoft Office, Microsoft Word, Time Management, Team Leadership, Sales, Business Process..., Event Planning, Change Management, Program Management, Forecasting, Financial Services, Cross-functional Team..., Corporate Finance, Marketing, Teamwork, Salesforce.com, Social Networking, Data Analysis, Vendor Management, Budgets, Team Building, Financial Reporting, Internal Controls, Research, Auditing, Pricing, Leadership Development

Education
Saint Louis University   2008 — 2012
Bachelor of Science (B.S.), Finance & Leadership and Change Management

Saint Louis University

Myles McMahon Myles McMahon Sacramento, California Area Details
Myles McMahon's Merrill Lynch Experience January 1995 - September 2001
Job CEO, McMahon Phillips Real Estate Inc.
Industry Real Estate
Experience
McMahon Phillips Real Estate Inc   January 2014 - Present
McMahon Phillips Real Estate Inc   January 2005 - Present
The Alternative Board - Roseville   2009 - 2010
Merrill Lynch   January 1995 - September 2001

Skills
Short Sales, REO, 1031 Exchanges, Real Estate, Foreclosures, Sellers, Investment Properties, Residential Homes, Investors, First Time Home Buyers, Mortgage Lending, Relocation, Condos, Referrals, Single Family Homes, Real Property, Listings, Buyers, Brokerage, HUD, Real Estate Transactions

Education
St. Mary's College of California   1991 — 1995
BS, Finance

Elk Grove   1986 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services

Karen Ruttke Karen Ruttke Boise, Idaho Area Details
Karen Ruttke's Merrill Lynch Experience August 1991 - January 1999
Job Independent FundRaising Professional
Industry Fund-Raising
Experience
Idaho Women's Charitable Foundation   January 2011 - Present
The Container Store  October 2005 - March 2006
Merrill Lynch   August 1991 - January 1999
Wells Fargo  January 1989 - January 1991

Skills
Fundraising, Nonprofits, Grants, Strategic Financial..., Administrative..., Teaching, Public Relations, Public Speaking

Education
St. Mary's College School of Education   1991 — 1992

St. Mary's College of California   1987 — 1991

Reno High

Thomas Larkin Thomas Larkin Blue Bell, Pennsylvania Details
Thomas Larkin's Merrill Lynch Experience May 1993 - May 1995
Job Audit Portfolio Director at Aetna
Industry Insurance
Experience
Aetna  May 1995 - Present
Merrill Lynch   May 1993 - May 1995
Corestates Financial Corp  November 1987 - April 1993
Computer Task Group  January 1985 - October 1987

Skills
Enterprise Risk..., Compliance (HIPAA &..., Process Improvement, Project Management, Systems and IT due..., General controls, Application Audits, Systems Development, Employee Development, Coaching and Mentoring, Recruiting, Auditing, Information Technology, System Development, Management, Leadership, Sarbanes-Oxley Act, IT Audit, Sarbanes-Oxley, Business Process..., Financial Services, General Controls, Risk Management, Internal Audit, Governance

Education
Saint Joseph's University
Master of Business Administration (MBA), Management Information Systems

Saint Joseph's University
Bachelor of Science (B.S.), Marketing

Maxwell Institute
Certificate in Computer Programming

Bogdan Kachur Bogdan Kachur Greater Philadelphia Area Details
Bogdan Kachur's Merrill Lynch Experience November 2011 - August 2012
Job Legal Intern at Delaware Department of Justice
Industry Law Practice
Experience
Delaware Department of Justice  August 2014 - Present
Villanova University  November 2013 - Present
Customers Bank  June 2014 - August 2014
United States Attorney's Office  May 2013 - August 2013
Merrill Lynch   November 2011 - August 2012
Montgomery County Public Defenders   May 2011 - December 2011
GE Comercial Distribution Finance LTD   April 2010 - June 2010
GE Capital  January 2010 - April 2010

Skills
Legal Research, Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Westlaw, Litigation, Social Media, Teamwork, Lexis, Bloomberg

Education
Villanova University School of Law   2012 — 2015
Doctor of Law (J.D.)

Saint Joseph's University   2007 — 2011
Bachelor of Science (BS), Finance and Economics

Christine Zane Christine Zane Mantua, New Jersey Details
Christine Zane's Merrill Lynch Experience July 2013 - January 2014
Job Territory Sales Representative at Mars Chocolate North America
Industry Consumer Goods
Experience
Mars  February 2015 - Present
Mondelēz International  December 2014 - February 2015
Mondelēz International  February 2014 - December 2014
Merrill Lynch   July 2013 - January 2014
Merrill Lynch   May 2012 - June 2013
Saint Joseph's University  September 2010 - May 2013
Beautiful Social  September 2010 - May 2013
Philadelphia Zoo  January 2012 - June 2012
University Directories  May 2011 - August 2011

Skills
Social Media, Facebook, Nonprofits, Sales, Organization &..., Proactive self-starter, Social Media Marketing, Research, Event Planning, Communication, Marketing, PowerPoint, Marketing Communications, Microsoft Office, Social Networking, Salesforce.com, Media Relations, Microsoft Excel, Consumer Products, Food Service, Food & Beverage, Financial Analysis, Financial Services

Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Food Marketing

Saint Joseph's University   2009 — 2013
Bachelor of Science (B.S.), Marketing and Communication Studies

Ursuline Academy   2005 — 2009

John (Jack) Luby Jr John (Jack) Luby Jr Greater St. Louis Area Details
John (Jack) Luby Jr's Merrill Lynch Experience 2008 - 2011
Job Account Vice President at UBS
Industry Financial Services
Experience
UBS  2011 - Present
Merrill Lynch   2008 - 2011
Morgan Stanley  2002 - 2008

Education
Saint Louis University   1998 — 2002
B.S., Finance

Jody Ackerman Jody Ackerman United States Details
Jody Ackerman's Merrill Lynch Experience January 2000 - August 2004
Job Vice President
Industry Financial Services
Experience
Pershing, a BNY Mellon company  August 2004 - Present
Merrill Lynch   January 2000 - August 2004
Salomon Smith Barney  June 1997 - February 2000
H J Meyers   September 1993 - February 1996
Prudential Financial  October 1992 - September 1993

Skills
PowerPoint, Research, Teaching, Photoshop, Public Speaking, Operational Process..., Financial Services, Mutual Funds, Series 7, Securities

Education
Saint Leo University   1988 — 1992
Business Administration and Management, General

Joan Mensinger Joan Mensinger San Francisco Bay Area Details
Joan Mensinger's Merrill Lynch Experience January 2013 - January 2015
Job Administrative Manager/ Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch PBIG   January 1976 - Present
Merrill Lynch   January 2013 - January 2015
Merrill Lynch   January 1976 - December 2012
St. Mary's College of CA   January 2010 - August 2011

Skills
Workshop Facilitation, Leadership Development, Staff Development, Public Speaking, Coaching, Team Building, Employee Relations, Program Management, Change Management, Executive Coaching, Leadership, Strategic Planning, Process Improvement, Career Development, Training, Risk Management, Series 7, Series 63, Performance Management, Human Resources, Event Planning, Emotional Intelligence, Community Outreach, Succession Planning, Organizational..., Analysis, Mutual Funds, Onboarding, Strategy, Management Consulting, Project Management, Program Development, Policy, Conflict Resolution, Higher Education, Career Counseling, Employee Training, Management, Securities, Teaching

Education
Saint Mary's College of California   2006 — 2008
MA, Leadership

University of Wisconsin-Whitewater   1970 — 1974
BS, Education

Fiona Fan Fiona Fan Greater Philadelphia Area Details
Fiona Fan's Merrill Lynch Experience 2007 - 2008
Job Associate Actuary at Milliman
Industry Insurance
Experience
Milliman  March 2010 - Present
Merrill Lynch   2007 - 2008

Education
Temple University
Master of Science, Actuarial Science

Saint Joseph's University
Bachelor of Science

Christian Amsberry Christian Amsberry San Francisco Bay Area Details
Christian Amsberry's Merrill Lynch Experience June 2008 - June 2009
Job Investment Adviser Representative and Managing Partner at BCM
Industry Financial Services
Experience
Bellwether Capital Management LLC   February 2012 - Present
Wells Fargo Advisors  June 2009 - February 2012
Merrill Lynch   June 2008 - June 2009
Wells Fargo Bank  June 2006 - June 2008

Education
Saint Mary's College of California
Business

Chris Colton Chris Colton Greater Chicago Area Details
Chris Colton's Merrill Lynch Experience December 1997 - November 2001
Job Railroad Union Group Benefits Advisor / Insurance Agent for Commercial Insurance and Home & Auto Insurance
Industry Insurance
Experience
Cornerstone Assurance Group   October 2012 - Present
GIS Cornerstone   October 2012 - Present
Elite DJs   2006 - Present
SNI Companies  November 2011 - June 2012
Wonderlic, Inc.   April 2009 - August 2011
Ajilon Finance - Deerfield   2006 - 2009
Fifth Third Bank - Lake Forest   2004 - 2006
Mortgage Lenders Network  2002 - 2004
Morgan Stanley  December 2001 - December 2002
Merrill Lynch   December 1997 - November 2001

Skills
Property & Casualty..., Insurance, Cold Calling, Automobile Liability, Health Insurance, General Insurance, Personal Lines Auto, Commercial Insurance, Term Life Insurance, Life Insurance, Investments, Disability Insurance, Customer Service, Human Resources, Benefits Administration, Financial Services, Sales, Marketing, Leadership, Small Business, Wedding DJ, Relationship Management, Account Management, Strategic Planning, Building Relationships, Customer Retention, Retirement Planning, Business Networking, Workers Compensation, Railroad, Transportation, Locomotive, CRM, Employee Benefits, Talent Management, Finance, Temporary Placement

Education
Saint Joseph's University   1994 — 1998
BS, Finance

Council Rock HS

Frank Sardone Frank Sardone New York, New York Details
Frank Sardone's Merrill Lynch Experience June 2007 - September 2007
Job Senior Specialist at Con Edison
Industry Utilities
Experience
Con Edison  April 2015 - Present
Con Edison  September 2008 - April 2015
Merrill Lynch   June 2007 - September 2007

Skills
Microsoft Office, Tableau, Oracle Applications, Business Intelligence, Hyperion, Forecasting, Budgets, Invoice Processing, Contractor Management

Education
Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General

Christian Brothers Academy   2000 — 2004
High School

Suzie Ross, MBA Suzie Ross, MBA Philadelphia, Pennsylvania Details
Suzie Ross, MBA's Merrill Lynch Experience June 2007 - August 2007
Job Senior Underwriter / Insurance Professional
Industry Insurance
Experience
Guardian Life  November 2014 - Present
Towers Watson  April 2013 - August 2014
AIG  April 2012 - April 2013
CIGNA Group Insurance  June 2008 - April 2012
Merrill Lynch   June 2007 - August 2007

Skills
Underwriting, Risk Management, Employee Benefits, Insurance, Disability Insurance, Training, Management, Analysis, Finance, New Business Development, Sales, Pricing, Health Insurance, Financial Analysis, Financial Risk, Microsoft Office, Microsoft Excel, PowerPoint, Benefits Negotiation, Client Relations, Microsoft Word, Writing, Editorial, Life Insurance

Education
Saint Joseph's University   2009 — 2010
MBA, International Business

Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2008
BS, Finance, Insurance

Monika Foldhazi Monika Foldhazi Greater Philadelphia Area Details
Monika Foldhazi's Merrill Lynch Experience May 2005 - May 2006
Job Strategy Consultant at Accenture
Industry Telecommunications
Experience
Accenture  May 2012 - Present
Saint Joseph's University  July 2010 - June 2012
TPG  December 2011 - February 2012
Devon Financial Associates   May 2008 - November 2008
Merrill Lynch   May 2005 - May 2006

Skills
SAS, Data Mining, Statistical Modeling, Business Intelligence, Six Sigma, Analysis, VBA, Microsoft Excel, Data Analysis, Analytics, Multivariate Statistics, Excel, Hungarian, Predective Analytics, Linear Programming, ETL, Predictive Analytics, Pivot Tables, SQL, Data Modeling, Cultural Intelligence, Business Analysis, Data Warehousing, Team Leadership, Tableau, Strategy

Education
Saint Joseph's University - Erivan K. Haub School of Business   2010 — 2011
Master of Science, Business Intelligence, 4.0

Saint Joseph's University   2005 — 2008
School; Bachelor of Science, Business; Business Administration, Finance

Nicholas Rinaldi Nicholas Rinaldi Montville, New Jersey Details
Nicholas Rinaldi's Merrill Lynch Experience June 2015 - Present
Job Wealth Management Intern at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch   June 2015 - Present
isportsweb.com  January 2015 - May 2015
Merrill Lynch   June 2014 - September 2014
Essex County Country Club  May 2013 - August 2014

Skills
Marketing, Finance, Sports Marketing, Leadership, Sports Management, Sports Writing, Social Media, Social Networking, Microsoft Office

Education
Saint Joseph's University   2012 — 2016
Sports Marketing

Newark Academy   2008 — 2012
High School, 2012

Andrew Hoban Andrew Hoban Mount Dora, Florida Details
Andrew Hoban's Merrill Lynch Experience May 2013 - July 2013
Job Director of Marketing and Public Relations at JMBS Studios
Industry Financial Services
Experience
JMBS Studios   February 2014 - Present
Saint Leo University  September 2013 - Present
AllGard Surface Care LLC   January 2014 - June 2014
Merrill Lynch   May 2013 - July 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Java, HTML, Proofreading, Public Relations, Access, Marketing, Tutoring, Data Analysis, Facebook, Social Networking, Event Planning, Analysis, Blogging, Sales, Creative Writing, Social Media Marketing, Web Design, WordPress, Time Management

Education
Saint Leo University   2011 — 2015
Bachelor's degree, Computer and Information Sciences, General

Mount Dora Bible School   2007 — 2011
High School Diploma

Steve Iatarola Steve Iatarola Greater Philadelphia Area Details
Steve Iatarola's Merrill Lynch Experience 1990 - 1993
Job Vice President Institutional Sales at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc.   June 2011 - Present
Beneficial Bank  September 2010 - April 2011
Commerce Capital Markets  August 2007 - November 2008
RBC Capital Markets  2000 - 2004
Legg Mason  1996 - 1999
Tucker Anthony  1993 - 1996
Merrill Lynch   1990 - 1993

Skills
Bonds, Finance, Fixed Income, Investments

Education
Saint Joseph's University   1986 — 1990
BS, Finance

Saint Joseph's University   1986 — 1990
Bachelor's degree, Finance, General

Nora Duffy Nora Duffy Philadelphia, Pennsylvania Details
Nora Duffy's Merrill Lynch Experience February 2014 - May 2014
Job Commodities Financial Control Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   June 2015 - Present
Saint Joseph's University  August 2013 - Present
IMA Consulting  June 2014 - August 2014
Merrill Lynch   February 2014 - May 2014
Crazy Eight   October 2009 - December 2010
Delaware North Companies  March 2010 - October 2010

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Access, Outlook, Leadership, Financial Analysis

Education
Saint Joseph's University   2011 — 2015
Bachelor of Science (BS), Finance and Financial Planning

Isaac Beal Isaac Beal Madison, New Jersey Details
Isaac Beal's Merrill Lynch Experience August 2005 - September 2006
Job Digital Marketing Specialist at City Challenge Obstacle Race
Industry Marketing and Advertising
Experience
City Challenge Obstacle Race   July 2014 - Present
CKO Kickboxing  December 2013 - Present
CKO Kickboxing & Fitness (Whippany, NJ)   March 2008 - December 2013
eMazzanti Technologies  June 2011 - November 2013
Peerless Media Group   January 2010 - March 2011
Merrill Lynch   August 2005 - September 2006
Merrill Lynch   March 2004 - August 2005
MSCI Inc.  March 2003 - August 2005
Loomis Industries   June 2001 - January 2002
Trans World Airlines  June 2000 - June 2001

Skills
CRM, Cloud Computing, Account Management, Multi-channel Marketing, Product Marketing, Sales Enablement, Microsoft Office, Salesforce.com, Networking, Project Management, Network Administration, Managed Services, Demand Generation, SaaS, Go-to-market Strategy, Lead Generation, Marketing, Digital Marketing, Email Marketing, Social Media, Management, Sales, Social Media Marketing

Education
Saint Louis University   1996 — 2001
Bachelor of Science in Business Administration, Management Information Systems, General

Cory Hall Cory Hall United States Details
Cory Hall's Merrill Lynch Experience January 2011 - May 2011
Job Credit Derivative Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2014 - Present
Morgan Stanley  June 2012 - July 2014
Morgan Stanley  June 2011 - August 2011
Merrill Lynch   January 2011 - May 2011
General Growth Properties  June 2010 - January 2011
Raymond James  June 2009 - September 2009

Skills
Fixed Income, Finance, Investments, Equities, Microsoft Excel, Financial Modeling, Economics, Financial Analysis, Derivatives, Financial Reporting, Investment Banking, Portfolio Management, Foreign Exchange, Client Relations Skills, Bank Reconciliation

Education
Saint Joseph's University - Erivan K. Haub School of Business   2008 — 2012
BS, Finance

Archbishop Spalding High School   2004 — 2008
High School Diploma

Marc Sabo Marc Sabo New York, New York Details
Marc Sabo's Merrill Lynch Experience November 2007 - May 2011
Job Vice President and Controller, the Private Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2011 - Present
Merrill Lynch   November 2007 - May 2011
BlackRock  January 2007 - October 2007
Goldman Sachs  July 2003 - December 2006
SEI Investments  January 2001 - June 2003

Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Managed Futures, Private Equity, Series 7, Mutual Funds, Fund Accounting

Education
Saint Joseph's University   1995 — 1999
BA, Marketing

Saint Joseph's University - Erivan K. Haub School of Business
MBA

Courtney Mooney Courtney Mooney Greater Philadelphia Area Details
Courtney Mooney's Merrill Lynch Experience June 2007 - August 2007
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG  October 2012 - Present
Guggenheim Museum  June 2012 - August 2012
KPMG  January 2011 - April 2011
PQ Corporation  May 2010 - August 2010
Southern Chester County Chamber of Commerce   May 2009 - August 2009
Merrill Lynch   June 2007 - August 2007

Skills
Auditing

Education
Saint Joseph's University - Erivan K. Haub School of Business   2008 — 2012
Accounting & Finance

Saint Joseph's University

Christy Murphy Christy Murphy Rye, New York Details
Christy Murphy's Merrill Lynch Experience 1981 - 1988
Job Associate Real Estate Broker, GRI at Julia B Fee Sotheby's International Realty
Industry Real Estate
Experience
Julia B Fee Sotheby's International Realty  2001 - Present
Merritt Associates   1994 - 2001
Merrill Lynch   1981 - 1988

Skills
Residential Homes, Property, Real Estate, First Time Home Buyers, Condos, Investment Properties, Luxury, Relocation, Single Family Homes, Referrals, Real Estate Transactions, Sellers, New Home Sales, Buyers, Listings

Education
Saint Mary's College   1977 — 1981
BBA, Business Administration, Management and Operations

Fox Chapel High School   1973 — 1977

Jennifer Failla Jennifer Failla Austin, Texas Area Details
Jennifer Failla's Merrill Lynch Experience August 2006 - 2008
Job Certified Collaborative Neutral, Certified Family Mediator, FINRA Arbitrator, and Divorce Financial Planner
Industry Financial Services
Experience
Strada Wealth Management   January 2008 - Present
Merrill Lynch   August 2006 - 2008

Skills
Wealth Management, Investment Advisory, Investments, Financial Advisory, Investment Strategies, Retirement, Securities, Portfolio Management, Retirement Planning, Wealth Management..., Financial Goals, Personal Finance, Mutual Funds, Financial Planners, Asset Management, Finance, Asset Allocation, Budgets, Wealth, Insurance, Alternative Investments, Series 7, Life Insurance, Small Business, Investment Management, 401k, Strategic Financial..., Divorce Planning, Asset Tracing, Financial Neutral, Divorce Analysis, Income Planning, QDRO Distribution, Budgeting, Retirement Income...

Education
University of Nebraska-Lincoln   2006 — 2007
Masters of Science, Family Financial Planning

Saint Mary's College   1991 — 1995
BBA, Finance

Arthur Brachowski, CFA Arthur Brachowski, CFA Greater New York City Area Details
Arthur Brachowski, CFA's Merrill Lynch Experience June 2004 - March 2012
Job CFA Charterholder with over 10 years of Wealth and Investment Management experience seeks new opportunity.
Industry Financial Services
Experience
Wellesley Investment Advisors, Inc.   October 2014 - March 2015
Resource Real Estate  June 2014 - October 2014
Satuit Capital Management, LLC   March 2012 - June 2014
Merrill Lynch   June 2004 - March 2012
Trillium Securities   February 1999 - April 2004

Skills
Equities, Mutual Funds, Portfolio Management, Asset Allocation, Investment Management, Series 7, Options, Investments, Alternative Investments, Hedge Funds, Series 63, Wealth Management, Trading, Finance, Fixed Income, Investment Advisory, Asset Management, Derivatives, Portfolio Strategy, Investment Strategies, Capital Markets, Financial Analysis, Equity Trading, ETFs, Series 24, Quantitative Analysis, Communications Strategy, Stock Trading, Bloomberg, Fund Of Funds, Bonds, Asset Managment, Separately Managed..., Retirement Planning, Credit, Securities, Financial Services, Management, Due Diligence, Financial Risk, Strategy

Education
Saint Joseph's University   1991 — 1994
Bachelor of Science (B.S.), Finance, 3.8

University of London   1992 — 1992
Finance & Economics

Christine Parks, PPS, MFTI Christine Parks, PPS, MFTI Charlotte, North Carolina Area Details
Christine Parks, PPS, MFTI's Merrill Lynch Experience October 2003 - November 2005
Job Star Stylist at Stella & Dot
Industry Mental Health Care
Experience
Stella & Dot  August 2014 - Present
The Parks Family   July 2010 - Present
Sacred Heart Cathedral Preparatory  August 2005 - October 2010
Marina Middle School  September 2005 - June 2006
Merrill Lynch   October 2003 - November 2005
St. Patrick St. Vincent High School   January 2005 - June 2005
Epylon Corporation  1999 - 2001
Goldman, Sachs & Co.   April 1996 - January 1999

Skills
Crisis Intervention, Family Therapy, Adolescents, Psychology, Psychotherapy, Mental Health Counseling, Grief Counseling, Program Development, Group Therapy, Student Counseling, Solution Focused, Mental Health, Treatment, CBT, Play Therapy, Stress, Young Adults, Community Outreach, Therapists, Teaching, Self-esteem, Life Transitions, Post Traumatic Stress, Counseling Psychology, Social Services, Mindfulness, Case Management, Special Education, Conflict Resolution, Interventions, Counseling, Parents, Coaching, Personal Styling, Jewelry, Merchandising, Personal Coaching, Team Leadership

Education
St. Mary's College of California   2004 — 2008
MA

Santa Clara University   1991 — 1995
BA

Semester at Sea   1993 — 1993
Global Studies

Seattle Preparatory School   1988 — 1991
High School Diploma

Chad Baggott Chad Baggott Philadelphia, Pennsylvania Details
Chad Baggott's Merrill Lynch Experience November 2006 - May 2008
Job Gaming/Finance at SugarHouse Casino
Industry Gambling & Casinos
Experience
SugarHouse Casino  June 2013 - Present
Wells Fargo Inc  August 2010 - April 2011
Wachovia, A Wells Fargo Company  2010 - 2011
Morgan Stanley  August 2008 - August 2010
Pinnacle Energy  October 2009 - July 2010
Morgan Stanley, Inc  March 2008 - September 2008
Merrill Lynch   November 2006 - May 2008
Merrill Lynch, Inc  June 2007 - March 2008
New York Stock Exchange  June 2005 - October 2006
New York Stock Exchange - Floor Clerk – S.M.F., Inc, Midwood Securities   August 2005 - June 2006

Skills
Financial Analysis, Portfolio Management, Training, Equities, Consumer Lending, Business Planning, Financial Services, Sales Operations, Investment Banking, New Business Development, Financial Advisory, Trading, 401k, Finance, Mortgage Lending, Management, Recruiting, CRM, Customer Service, ETFs, Sales, Loans, Securities, Customer Retention

Education
Saint Joseph's University   2001 — 2005
Bachelor of Arts (BA), Finance and Financial Management Services

St. Joseph’s University   2001 — 2005
Bachelors of Finance, Finance

St. Joseph’s University Co   2001 — 2005
BS, Finance

David J. Cairns David J. Cairns Greater New York City Area Details
David J. Cairns's Merrill Lynch Experience March 2001 - October 2005
Job Recruiting Manager at Fortis Consulting Group
Industry Accounting
Experience
Fortis Consulting Group  April 2007 - Present
Morgan Stanley Smith Barney  November 2005 - March 2007
Merrill Lynch   March 2001 - October 2005

Skills
Interviews, Finance, Financial Analysis, Talent Acquisition, Accounting, Auditing, Time Management, Recruiting, Financial Reporting, US GAAP, Applicant Tracking..., Forecasting, Staffing Services, Talent Management, Investment Advisory, Consulting, Temporary Placement, GAAP, Sarbanes-Oxley Act, Account Reconciliation, Process Improvement, Budgets, Financial Recruiting, Accounts Payable, Public Speaking

Education
Saint Joseph's University
BS, Finance

Joseph Kocher Joseph Kocher Greater Philadelphia Area Details
Joseph Kocher's Merrill Lynch Experience June 2013 - March 2014
Job Client Administrator with Automotive Resources International
Industry Automotive
Experience
ARI  March 2014 - Present
Merrill Lynch   June 2013 - March 2014
Fleetway Capital   January 2013 - May 2013
TD Bank Financial Group  July 2012 - December 2012
Liberty Healthcare Corporation  February 2011 - January 2012
EXPRESS  May 2010 - August 2011
Mattioni, LTD  May 2007 - August 2009

Skills
Social Media, Management, Microsoft Office, Retail, Finance, Advertising, Marketing, Sales, Microsoft Excel, Data Entry, Analysis, PowerPoint, Community Outreach, PC, Bilingual Proficiency, Accounts Payable, Salesforce.com, Editing, Customer Service, Microsoft Word, Legal Assistants, Mas 90, ACT!, Marketing Review Center, Online Marketing, Marketing Research, Time Management, Mergers & Acquisitions, Procurement, Fleet Management, Project Coordination, Product Marketing, Client Relations, Client Services

Education
Saint Joseph's University   2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business, Senior

Saint Louis University, Madrid   2012 — 2012

Washington Township High School   2005 — 2009
High School Diploma

Jill Haas Jill Haas Greater Philadelphia Area Details
Jill Haas's Merrill Lynch Experience January 2006 - May 2008
Job Senior Financial Analyst at TMG Health
Industry Financial Services
Experience
TMG Health  March 2013 - Present
TMG Health  April 2011 - March 2013
LECG  October 2010 - April 2011
NCO Group, Inc  June 2008 - October 2010
Merrill Lynch   January 2006 - May 2008

Skills
Finance, Financial Reporting, Forecasting, Microsoft Office

Education
Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2008
B.S, Business and Economics; Major Finance

Mani Bajwa Mani Bajwa San Francisco Bay Area Details
Mani Bajwa's Merrill Lynch Experience 2011 - Present
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   2011 - Present
UBS Wealth Management  2008 - 2010

Education
Saint Mary's College of California
M.S., Financial Analysis & Investment Management

San Jose State University
B.S., Finance

Vince Crimaldi Vince Crimaldi Greater Philadelphia Area Details
Vince Crimaldi's Merrill Lynch Experience July 1981 - December 2004
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  March 2007 - Present
Morgan Stanley  March 2007 - February 2010
UBS Wealth Management  January 2006 - March 2007
Merrill Lynch   July 1981 - December 2004

Skills
Risk Management, Compliance, Securities, Wealth Management, Alternative Investments, Series 7, Asset Managment, Investments, Equities, FINRA, Mutual Funds, Asset Management, Banking, Financial Services, Capital Markets, Hedge Funds, Fixed Income, Portfolio Management, Finance, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Strategic Financial..., Investment Advisory, Derivatives, Bonds, Investment Banking, Options, Investment Management, Trading, Financial Markets, Financial Risk, Financial Planning

Education
Saint Joseph's University   1978 — 1983
Accounting

Alan Price Alan Price Vallejo, California Details
Alan Price's Merrill Lynch Experience June 1981 - June 1989
Job Program Analyst at SolTrans
Industry Transportation/Trucking/Railroad
Experience
LOYAL3 Securities, Inc.   September 2009 - January 2013
Charles Schwab & Co., Inc.   June 1989 - March 2009
Merrill Lynch   June 1981 - June 1989
Burroughs, Inc.   1978 - 1979

Skills
Project Management, Securities, Strategic Planning, Series 7, Financial Services, Vendor Management, Call Center, Team Leadership, Business Strategy, Operations Management, Equities, Risk Management, Trading, Product Management, Team Building, Customer Support, Business Process, Management, Strategy, Start-ups, Mergers & Acquisitions, CRM, Business Development

Education
Saint Mary's College of California   1988 — 1990
BA, Management

University of Michigan   1977 — 1980

Monika Foldhazi Monika Foldhazi Greater Philadelphia Area Details
Monika Foldhazi's Merrill Lynch Experience May 2005 - May 2006
Job Financial services at Devon Financial Associates
Industry Financial Services
Experience
Devon Financial Associates   Sales/Marketing InternISNMay 2005 - August 2006
Merrill Lynch   May 2005 - May 2006

Education
Saint Joseph's University - Erivan K. Haub School of Business   2006 — 2008
Finance

Rob Rosa Rob Rosa Miami, Florida Details
Rob Rosa's Merrill Lynch Experience June 2001 - February 2009
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2009 - Present
Merrill Lynch   June 2001 - February 2009
UBS  January 1989 - June 2001

Skills
401k Rollovers, Asset Allocation, Estate Investment..., Financial Services, Fixed-Income Strategies, Investment Planning, Investment Strategies, Retirement, Retirement Planning, Specific Products..., Wealth-Preservation..., Multigenerational..., Investments, Finance, Mutual Funds, Securities

Education
Saint Leo University   1983 — 1987
Bachelor of Arts, Business Administration

Randy Bergerac Randy Bergerac Saint Charles, Missouri Details
Randy Bergerac's Merrill Lynch Experience December 1989 - November 1991
Job Strategic Planning Consultant
Industry Management Consulting
Experience
Strategic Planning Consulting Services   April 2013 - Present
Custom Machine & Tool Co., Inc.   January 2012 - April 2013
Merrill Lynch   December 1989 - November 1991
Survis, Inc.   December 1987 - November 1989
ICN Pharmaceuticals, Inc.   December 1982 - December 1987
Lazard Frères International   September 1979 - June 1981
Lazard Frères & Co.   September 1977 - August 1978

Skills
Cross-functional Team..., Legal Writing, Management, Due Diligence, Negotiation, Insurance, Mergers & Acquisitions, Business Strategy, Securities, Public Policy, Coaching, Marketing, Corporate Law, Finance, Corporate Finance, New Business Development, Legal Research, PowerPoint, Leadership, Research, Investments, Contract Negotiation, Strategic Planning, Management Consulting

Education
Saint Louis University School of Law   2008 — 2010
J.D., Law

Stanford University   1974 — 1978
Studied Economics and Psycology

Kimberly Massa Rubenstein, CFP® CRPC® Kimberly Massa Rubenstein, CFP® CRPC® Greater St. Louis Area Details
Kimberly Massa Rubenstein, CFP® CRPC®'s Merrill Lynch Experience October 2005 - February 2009
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  February 2009 - Present
Merrill Lynch   October 2005 - February 2009
Covance  2002 - 2003

Skills
Investments, Financial Analysis, Investment Strategies, Financial Advisory, 401k, Retirement, Asset Allocation, Retirement Planning, Securities, Mutual Funds, Strategic Planning, Financial Services, Retirement Plan..., Business-Owner Planning, Concentrated Stock..., Deferred Compensation, Estate Investment..., Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Multigenerational..., Retirement Savings, Risk Management, Stock Analysis, Tax-Efficient Strategies, Wealth Preservation...

Education
Saint Louis University   1995 — 1999
Bachelor of Science (B.S.), Finance, General

Visitation Academy   1992 — 1995

James E Zambrano James E Zambrano San Francisco Bay Area Details
James E Zambrano's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  

Skills
Investments, Investment Strategies, Investment Management, Strategic Financial..., Financial Services, Financial Advisory, Wealth Management, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Retirement Planning, Retirement Plan..., Retirement Savings, College Savings Plans, Health Savings Accounts, Core Banking, Small Business, Business, Commercial Banking, Trust Services, Insurance

Education
St. Mary's College of California
Bachelor of Arts (B.A.), Business Administration and Management, General

Ray Cancio Ray Cancio Greater Philadelphia Area Details
Ray Cancio's Merrill Lynch Experience May 1992 - September 1998
Job Senior Equity Trader at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  March 2005 - Present
Managers Investment Group  September 1998 - March 2005
Merrill Lynch   May 1992 - September 1998
Bell Savings Bank   May 1989 - May 1992

Education
Saint Joseph's University   1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General

Dan McCluskey Dan McCluskey Greater St. Louis Area Details
Dan McCluskey's Merrill Lynch Experience June 1993 - January 1997
Job Real Estate BrokerSalesperson
Industry Utilities
Experience
Invest St. Louis   March 2014 - Present
Laclede Gas Company  October 2002 - Present
Laclede Energy Resources  2002 - Present
RJ O'Brien  2006 - 2006
Trans World Airlines  July 1998 - September 2001
Merrill Lynch   June 1993 - January 1997

Skills
Hedging, Energy Trading, Options, Commodity Risk..., Futures, Credit Risk, Risk Mitigation, Financial Analysis, Technical Analysis, Commodities, Trading, Budgeting, Natural Gas, Energy, Accounts Receivable, Derivatives, Commodity, Trading Systems, Risk Management, Financial Modeling, Trading Strategies, Commodity Markets, Financial Markets, Power Trading, Proprietary Trading, Hedge Funds, Bloomberg, Budgets, Electronic Trading, Energy Markets, Financial Risk, FX Options, Currency, Foreign Exchange, Equity Derivatives, Electricity Markets, FX trading, Social Media, Marketing, Customer Service, Public Speaking, Sales Management

Education
Webster University   1988 — 1992
M.B.A, Finance

Saint Louis University   1973 — 1978
B.A., Liberal Arts/Business Administration

Henry Montgomery Henry Montgomery Greater Los Angeles Area Details
Henry Montgomery's Merrill Lynch Experience September 2008 - July 2009
Job President, CEO at HM Wealth Management
Industry Financial Services
Experience
HM Wealth Management   May 2012 - Present
VALIC  August 2009 - May 2012
Merrill Lynch   September 2008 - July 2009

Skills
Retirement Planning, Uniform Combined State..., Series 7, IRAs, Retirement, 529 Plans, Wealth Management, Saving for Education, Fixed Annuities, Wealth Accumulation, Mutual Funds, Investment Advisory, 401k Rollovers, Series 63, Asset Allocation, Series 65, College Savings Plans, Strategic Financial..., 401k, Financial Advisory

Education
Saint Mary's College of California   1995 — 1999
Bachelor of Business Administration (BBA), Economics/Finance

Kim Hunsberger Kim Hunsberger Greater Philadelphia Area Details
Kim Hunsberger's Merrill Lynch Experience December 2012 - July 2014
Job
Industry Financial Services
Experience
Merrill Lynch   December 2012 - July 2014
HESS International Educational Organization  December 2010 - August 2012
Raymond James Financial Inc.  February 2008 - November 2010
UBS Financial Services  February 2006 - February 2008

Skills
Customer Service, PowerPoint, Microsoft Word, Social Media, Sales, Portfolio Management, Investments, Event Planning, Series 7, Teaching, Retirement, Product Marketing, Financial Services, Retirement Planning, Teamwork, Public Speaking, Project Management

Education
Saint Joseph's University   2001 — 2005
B.S. Business Administration, Marketing

Scharmer Mike Scharmer Mike West Palm Beach, Florida Area Details
Scharmer Mike's Merrill Lynch Experience October 1985 - August 1990
Job sales consultant at braman motorcars
Industry Automotive
Experience
braman motorcars  August 1995 - Present
BRAMAN MOTORCARS OF PALM BEACH   1995 - Present
Prestige Motors Inc.   1991 - 1995
Merrill Lynch   October 1985 - August 1990

Skills
Customer Satisfaction, Selling, car sales, Automobile, Vehicles, Sales, Profit, Automotive Aftermarket, Sales Process, Customer Retention, Reynolds, Sales Management, Automotive, Dealers, Parts, Leadership, Automotive Repair, Gross Profit, Dealer Management, Strategic Planning, Marketing, Purchasing, Pricing, Sales Operations, Warranty, B2B, Inventory Management, Retail, New Business Development, Negotiation

Education
Saint Leo University   1982 — 1984
business

Don Bosco Prep   1977 — 1981
high school graduate, business

John T. Lynch, Jr. John T. Lynch, Jr. Scottsdale, Arizona Details
John T. Lynch, Jr.'s Merrill Lynch Experience November 2004 - December 2008
Job Senior Investment BankerHJ Sims
Industry Investment Banking
Experience
Herbert J. Sims & Co., Inc. (HJ Sims)   August 2014 - Present
Trident Capital Holdings, LLC   June 2012 - Present
Lawson Financial Corporation   April 2009 - August 2014
Trouver Capital Partners, LLC   January 1990 - June 2012
Merrill Lynch   November 2004 - December 2008
Morgan Stanley  September 2001 - November 2004

Skills
Real Estate, Mergers & Acquisitions, Investments, Corporate Finance, Venture Capital, Finance, Corporate Law, Business Strategy, Investment Banking, Banking, Management, Securities, Restructuring, Real Estate Development, Financial Services

Education
Saint Louis University School of Law
J.D., Law

University of Pennsylvania - The Wharton School
M.B.A., Finance

LaSalle University, Philadelphia, PA
B.A., Industrial Relations and Political Science

LaSalle College High School, Philadelphia, PA
College Preparatory

Michael Tomeo Michael Tomeo Wantagh, New York Details
Michael Tomeo's Merrill Lynch Experience May 2012 - August 2012
Job Student at Saint Joseph's University
Industry Accounting
Experience
Acadia Realty Trust  June 2014 - August 2014
Liberty SBF  January 2014 - April 2014
Cablevision  May 2013 - August 2013
Merrill Lynch   May 2012 - August 2012

Skills
Microsoft Word, Microsoft Excel, PowerPoint, SAP, Salesforce.com, Accounts Payable

Education
Saint Joseph's University   2011 — 2015
Bachelor of Science in Business Administration, Accounting and Finance

Wantagh High School   2007 — 2011
High School

Dustin Bender, CFP®, CRPC® Dustin Bender, CFP®, CRPC® Scranton, Pennsylvania Details
Dustin Bender, CFP®, CRPC®'s Merrill Lynch Experience January 2010 - Present
Job Financial Advisor at Bender Wealth Management Group, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2010 - Present

Education
Saint Joseph's University   2005 — 2009
Bachelor of Science (BS), Finance

Scranton Preparatory School   2001 — 2005

Larry Maher Larry Maher Greater Philadelphia Area Details
Larry Maher's Merrill Lynch Experience December 2011 - November 2012
Job Solution Sales Specialist at IMS Health
Industry Pharmaceuticals
Experience
IMS Health  September 2014 - Present
IMS Health  November 2012 - September 2014
Merrill Lynch   December 2011 - November 2012
ING  August 2009 - December 2011

Education
Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2009
Bachelor's, Pharmaceutical Marketing

Father Judge High School

Devin Daly Devin Daly New York, New York Details
Devin Daly's Merrill Lynch Experience March 2010 - June 2010
Job CoFounder/CEO SwipeToSpin
Industry Online Media
Experience
SwipeToSpin   2012 - Present
SpinCar™   January 2014 - Present
Cambridge Associates  May 2011 - February 2012
My Green Energy Audit   October 2009 - May 2011
Merrill Lynch   March 2010 - June 2010
Aquinas Realty Partners   January 2009 - May 2010
Leigh Baldwin Co.   May 2008 - September 2008

Skills
Financial Modeling, Financial Analysis, Accounting, Investments, Analysis, Technology, Software Deployment, Marketing Strategy, Digital Marketing, Creative Strategy, Product Marketing, Mobile Advertising, Mobile Marketing, Portfolio Management, Venture Capital, Personal Style, Due Diligence, Entrepreneurship, Finance, Private Equity, Mobile Applications, Valuation, Strategy, Advertising, Start-ups

Education
St. Joseph's University

Christian Brothers Academy

Sara Hentz Sara Hentz San Francisco Bay Area Details
Sara Hentz's Merrill Lynch Experience June 2009 - June 2012
Job Executive Assistant at CBS Interactive
Industry Online Media
Experience
CBS Interactive  June 2012 - Present
Merrill Lynch   June 2009 - June 2012
THUNDER FACTORY  September 2008 - December 2008
THUNDER FACTORY  June 2008 - August 2008
Merrill Lynch   February 2006 - May 2008

Skills
Social Media, Salesforce.com, Social Networking, Event Planning, Social Media Marketing, Marketing, Microsoft Office, Outlook

Education
Saint Mary's College of California   2004 — 2008

Joshua Jovanovic Joshua Jovanovic Greater Philadelphia Area Details
Joshua Jovanovic's Merrill Lynch Experience April 2013 - Present
Job Assistant Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 2013 - Present
BDP International  September 2010 - February 2013
Paramount Capital Group, Inc   August 2007 - August 2009
Quiznos  August 2006 - June 2007

Skills
Intrapersonal Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Business Intelligence, Time Management, Wit, Charm, Personality, Group Work, Diversity, Financial Analysis, Marketing Strategy, Economics, Mathematics, Communication, Teamwork, Client Relations Skills, Forecasting, Customer Service, Access

Education
Saint Joseph's University   2007 — 2009
Bachelors, Finance

William Tennent High School

William Tennent High School

William Tennent High School

David Rimer David Rimer San Francisco Bay Area Details
David Rimer's Merrill Lynch Experience July 2009 - August 2009
Job Investment Research Analyst at Savant Investment Group, LLC
Industry Investment Management
Experience
Savant Investment Group, LLC   February 2015 - Present
North Berkeley Investment Partners  October 2007 - January 2015
Merrill Lynch   July 2009 - August 2009
Elonet   July 2000 - August 2001
Israel Defense Forces  November 1994 - November 1999

Skills
Investments, Mutual Funds, Due Diligence, Asset Allocation, Capital Markets, Series 7, RIA, Performance Attribution, Portfolio Management, Morningstar Office, Equities, Fixed Income Strategies

Education
Saint Mary's College of California   2006 — 2008
MBA, Finance

San Francisco State University   2004 — 2006
BS, Business Administration with Minor in Economics

James Sindelar James Sindelar Greater St. Louis Area Details
James Sindelar's Merrill Lynch Experience April 2010 - June 2012
Job Marketing & Consultant Relations Coordinator at JAG Capital Management LLC
Industry Financial Services
Experience
JAG Capital Management LLC.   June 2012 - Present
Merrill Lynch   April 2010 - June 2012
J.A. Glynn & Co.   2009 - April 2010

Skills
Investments, Retirement Planning, Risk Management, Financial Analysis, Series 7, Finance, Loans, Sales, Portfolio Management, Wealth Management, Equities, Mutual Funds, Investment Advisory

Education
Saint Louis University   2009 — 2010
Master of Business Administration, M.B.A.

Saint Louis University   2005 — 2009
Bachelor of Arts (B.A.), Finance

Chad Lane Chad Lane San Francisco, California Details
Chad Lane's Merrill Lynch Experience March 1996 - June 1999
Job Development, Marketing and Strategy Leader
Industry Internet
Experience
Apollo Education Group  January 2012 - Present
Apollo Education Group  January 2012 - February 2013
YPO  November 2007 - January 2012
YPO  November 2002 - 2008
Bank of America  May 2001 - June 2002
OpenTable  June 1999 - January 2001
Merrill Lynch   March 1996 - June 1999
Spot Charters of San Francisco   June 1993 - September 1997

Skills
Product Development, Market Research, Negotiation, Budgets, Social Networking, Segmentation, Employee Management, Global Operations, Product Management, Strategic Planning, Start-ups, Strategic Partnerships, Innovation, Team Leadership, Career Strategist, Online Marketplace, New Business Development, Business Development, Corporate Branding, Competency Management, Java, HTML 5, Mobile Devices, Strategy, Competitive Analysis, Mergers & Acquisitions, Marketing, Digital Marketing, SaaS, CRM, Entrepreneurship, E-commerce, Business Strategy, Management, Cloud Computing, Membership Development, Business Intelligence, Marketing Management, Project Management, Leadership

Education
University of California, Berkeley   1990 — 1995
BA, International Business

Saint Mary's College of California   2007 — 2009
MBA, Marketing, Management & Strategy, International Business

Universitat de Barcelona   1994 — 1994
Certificate, Spanish, History, Politics

Universidad de Salamanca   1993 — 1994
Diploma, Language

William Grinnell William Grinnell Greater Boston Area Details
William Grinnell's Merrill Lynch Experience April 1991 - February 1992
Job Director at Credit Suisse
Industry Financial Services
Experience
Pingree School  July 2014 - Present
Credit Suisse  August 2008 - Present
Tower School  2007 - June 2013
Lehman Brothers  January 1998 - August 2008
JP Morgan  March 1992 - January 1998
Merrill Lynch   April 1991 - February 1992
Goldman Sachs  February 1985 - March 1991

Skills
Investments, Fixed Income, Portfolio Management, Equities, Capital Markets, Asset Management, Finance, Investment Banking, Wealth Management, Private Equity, Alternative Investments, Educational Leadership, Electronic Trading

Education
Saint Louis University   1980 — 1984

Mamaroneck High School   1976 — 1980

Julie Terrana, CDFA®, CRPC® Julie Terrana, CDFA®, CRPC® Greater Philadelphia Area Details
Julie Terrana, CDFA®, CRPC®'s Merrill Lynch Experience 2011 - Present
Job Private Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2011 - Present
Morgan Stanley Smith Barney  2006 - 2011

Skills
Retirement Planning, Retirement, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Risk Management, Securities, Investments, Estate Planning, Finance, Investment Management, Asset Management, 401k, Fixed Annuities, Asset Allocation, Financial Advisory, Leadership, Wealth

Education
Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2008
Bachelor's Degree, Marketing

American University of Rome   2007 — 2007
Study Abroad Program, Business

Sean Bosken Sean Bosken Greater New York City Area Details
Sean Bosken's Merrill Lynch Experience September 1993 - September 1995
Job Division Vice President at Nestlé Waters North America
Industry Consumer Goods
Experience
Nestlé Waters North America  December 2014 - Present
Nestlé Waters North America  August 2012 - December 2014
Nestle Waters  January 2006 - August 2012
Nestle Waters  January 2003 - December 2005
Nestle Waters  July 2000 - December 2002
Nestle Waters  October 1998 - June 2000
Frito Lay  September 1995 - October 1998
Merrill Lynch   September 1993 - September 1995
USMC  September 1989 - September 1993

Skills
Sales Management, CRM, Sales, Leadership, P&L Management, Consumer Products, Key Account Development, Sales Operations, Key Account Management, Forecasting, P&L, Cross-functional Team..., Account Management, Grocery, New Business Development, Marketing Strategy, Strategic Planning, Brand Management, FMCG, Income Statement, Direct Store Delivery, Competitive Analysis, Shopper Marketing

Education
St. Joseph's University   1986 — 1989
BS - Business Administration, Marketing

K.C. Fordham III K.C. Fordham III Greater Philadelphia Area Details
K.C. Fordham III's Merrill Lynch Experience September 2007 - May 2011
Job
Industry Accounting
Experience
EFF Consulting   September 2011 - April 2013
Merrill Lynch   September 2007 - May 2011

Skills
Series 7, Series 63, Series 65, Real Estate License, Life & Health Insurance..., Financial Services, Financial Analysis, Equities, Management, Employee Benefits, Finance, Mutual Funds

Education
Saint Joseph's University - Erivan K. Haub School of Business   2003 — 2007
Business, Finance, Economics

Malvern Prep

Springside Chestnut Hill Academy
High School

Jorge Montalvo Jorge Montalvo Philadelphia, Pennsylvania Details
Jorge Montalvo's Merrill Lynch Experience June 2009 - July 2009
Job Financial Analyst at Boom Financial, Inc.
Industry Financial Services
Experience
Boom Financial, Inc.   May 2014 - Present
Prudential Financial  May 2013 - November 2013
AXA-Advisors  June 2012 - August 2012
Merrill Lynch   June 2009 - July 2009

Skills
Financial Analysis, Complex Modeling, Due Diligence, Company Coverage, Valuations, Fundamental Research, Investment Analysis, Client Service, Portfolio Management, Issue Resolution, Market Research, Market Color, Risk Management, Asset Management, Communications, Strategic Communications, Financial Economics, International Economics, MS Office Suite, Bloomberg, FactSet, Research, Microsoft Office, Series 63, Valuation

Education
Saint Joseph's University   2008 — 2013
Bachelor of Science, Finance and Economics, Minor in International Business

London School of Economics/Perking University   2010 — 2010
Associate's degree, Global Economics

Patrick Swaney Patrick Swaney Chicago, Illinois Details
Patrick Swaney's Merrill Lynch Experience March 2014 - Present
Job Client Associate / Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2014 - Present
AXA Advisors, LLC  March 2013 - August 2013
Edward Jones  June 2012 - March 2013

Skills
Accounting, Corporate Finance, Customer Service, Investments, Risk Management, Forecasting, Finance, Business Analysis, Valuation, Financial Analysis and..., Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Series 7, Series 66

Education
Saint Louis University   2009 — 2013
Bachelor of Science in Business Administration, Finance

Christian Brothers College High School   2005 — 2009

Dominic LaRatta Dominic LaRatta Greater Philadelphia Area Details
Dominic LaRatta's Merrill Lynch Experience June 2015 - August 2015
Job Student at Saint Joseph's University
Industry Venture Capital & Private Equity
Experience
Merrill Lynch   June 2015 - August 2015
USA Payroll Cherry Hill, NJ  January 2015 - January 2015
United Asphalt Company   August 2013 - August 2014
United Environmental Waste Services   May 2014 - May 2014
BounceU  February 2013 - July 2013

Skills
Microsoft Word, Social Media, Public Speaking, Microsoft Office, Teamwork, Invoicing, Microsoft Excel, Management, Sales, Leadership, Customer Service, Marketing, Social Networking, PowerPoint, Facebook

Education
Saint Joseph's University   2013 — 2017
Entrepreneurship and Family Business

The American University of Rome   2014 — 2014
Italian Language

Bishop Eustace Preparatory School   2009 — 2013

Carmen Cerreto Jr. Carmen Cerreto Jr. Pine Brook, New Jersey Details
Carmen Cerreto Jr.'s Merrill Lynch Experience May 2012 - August 2012
Job Investor Service Associate at U.S. Bank
Industry Accounting
Experience
U.S. Bank   September 2015 - Present
Lombardis Restaurant   September 2008 - Present
McEnerney, Brady & Company   March 2015 - April 2015
Merrill Lynch   May 2012 - August 2012

Skills
Accounting, Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Budgets, Financial Reporting, Teamwork, Public Speaking

Education
Saint Joseph's University   2011 — 2015
Bachelor of Science (B.S.), Accounting

Montville Township High School   2007 — 2011

Karen Bolinger Karen Bolinger Saint Louis, Missouri Details
Karen Bolinger's Merrill Lynch Experience 1993 - 2005
Job Administrative Assistant at Saint Louis University
Industry Higher Education
Experience
Saint Louis University  September 2011 - Present
Merrill Lynch   1993 - 2005

Skills
Research, Administrative..., Microsoft Word, PowerPoint, Microsoft Excel, Non-profits, Data Entry, Microsoft Office, Customer Service, Fax, Teamwork, Program Evaluation, Outlook, Event Planning, Fundraising, SPSS, Higher Education, Community Outreach, Public Speaking, Nonprofits

Education
Saint Louis University
Bachelor's Degree, Music Performance, General; English

Saint Louis University
Bachelor of Arts (B.A.), Music, English

Grace McDermott Grace McDermott Greater New York City Area Details
Grace McDermott's Merrill Lynch Experience January 2013 - June 2015
Job Investment Management Associate at Blackrock
Industry Financial Services
Experience
BlackRock  June 2015 - Present
Merrill Lynch   January 2013 - June 2015
P3 Entertainment  June 2012 - October 2012
Running Press Book Publishers  January 2012 - May 2012

Skills
Mutual Funds, ETFs, Certificates of Deposit, Investment Advisory, Alternative Investments, Siebel, Microsoft Excel, Finance, Public Speaking, Microsoft Office, Microsoft Word, Fixed Income, PowerPoint, Entertainment

Education
Saint Joseph's University   2008 — 2012
Bachelor of Arts, English & Communications

American University of Rome   2011 — 2011
English

Lincoln Sudbury Regional High School   2004 — 2008

David Earl Spencer David Earl Spencer San Francisco Bay Area Details
David Earl Spencer's Merrill Lynch Experience August 2007 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   August 2007 - Present
African American Employee Network (AAEN Bay Area)   October 2011 - Present

Skills
Series 7, Series 66, Wealth Management, Retirement Planning, Investment Strategies, Financial Planning, Public Speaking, Financial Advisory, Strategic Financial..., Licensed Life & Health..., Uniform Combined State..., 401k, Investments, ETFs, Retirement, Banking, Finance, Fixed Annuities, Investment Advisory, Securities, IRAs, Mutual Funds, Asset Allocation, 401k Rollovers, Financial Planners, Estate Planning, Wealth Management..., Alternative Investments, Financial Services, Investment Management, Financial Analysis, 529 Plans, Wealth, Separately Managed..., Equities, High Net Worth..., Wealth Accumulation, Portfolio Management, Asset Management, Fixed Income, Personal Finance, Marketing, Strategic Planning, Management, Insurance, Life Insurance

Education
Saint Mary's College of California   2012 — 2014
Master's Degree, Finance (Financial Analysis and Investment Management)

University of California, Berkeley   2010 — 2012
Professional Sequence Program, Personal Financial Planning

University of California, Berkeley   1999 — 2003
Certification Program, Integrated Marketing Communications

John Delandro John Delandro Richmond, Virginia Area Details
John Delandro's Merrill Lynch Experience July 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2011 - Present
Wells Fargo  September 2007 - July 2011
Liberty Mutual Insurance  September 2005 - September 2007
US Army  November 1984 - December 2005

Skills
Strategic Financial..., Estate Planning, Financial Advisory, Board Governance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Budgets, Financial Analysis, Insurance, Finance, Analysis, Securities, Banking, Financial Planning, Investment Strategies, Investments, Leadership, Management, Portfolio Management, Strategic Planning, Wealth

Education
Saint Leo University
Bachelor's degree, Psychology

Jason Elliott Jason Elliott Greater Seattle Area Details
Jason Elliott's Merrill Lynch Experience November 2000 - April 2001
Job Senior Vice President/Chief Financial Officer at Seattle Metropolitan Credit Union
Industry Banking
Experience
Seattle Metropolitan Credit Union  July 2014 - Present
Washington State Employees Credit Union  September 2005 - July 2014
TwinStar Credit Union  January 2003 - September 2005
World Trade Center  June 2002 - December 2002
Merrill Lynch   November 2000 - April 2001

Skills
Financial Analysis, Banking, Risk Management, Financial Modeling, Strategic Planning, Financial Reporting, Analysis, Credit Risk, Accounting, Program Management, Business Analysis, Forecasting, Analytics, Microsoft Office, Data Analysis, Budgeting, ALM, Business Intelligence, Excel, Statistics, Risk, Economics, Customer Service, Financial Planning, Data Visualization, Profitability Analysis..., Organizational..., Team Leadership, Cross-functional Team..., Project Management, Cash Flow, Cash Flow Forecasting, Financial Risk, Microsoft Excel, Strategic Financial..., Investments, Finance, Credit, Consumer Lending, Mortgage Lending, Budgets, Change Management, Credit Unions, Underwriting

Education
Western CUNA Management School (WCMS)   2012 — 2014

Saint Martin's College   2002 — 2003
MBA, Finance & Economics

Saint Martin's College   2001 — 2002
BS, Finance & Economics

South Puget Sound Community College   1997 — 1999
Fire & Emergency Services Technology

Christopher Moffa Christopher Moffa Greater New York City Area Details
Christopher Moffa's Merrill Lynch Experience June 2011 - August 2011
Job Market Development Manager at CocaCola Refreshments
Industry Food & Beverages
Experience
The Coca-Cola Refreshments   October 2014 - Present
Fox Television  January 2014 - October 2014
Fox Television  June 2013 - December 2013
Calvin Klein  June 2012 - August 2012
Merrill Lynch   June 2011 - August 2011

Skills
Marketing, Social Media Marketing, Sales, Athletics, Management, Social Networking, Microsoft Office, Teamwork, Leadership, Advertising, Facebook, Customer Service, Social Media, Microsoft Excel, Microsoft Word

Education
Saint Joseph's University   2009 — 2013
Bachelor of Science in Business Administration, Marketing, Minor in Communications, Marketing

Fordham Preparatory School   2005 — 2009

Bill Pohrer Bill Pohrer Greater St. Louis Area Details
Bill Pohrer's Merrill Lynch Experience August 2005 - January 2009
Job Financial Advisor at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial  May 2013 - Present
Smith, Moore & Co.   2009 - May 2013
Merrill Lynch   August 2005 - January 2009
Coldwell Banker Gundaker  2003 - 2005
Morgan Stanley Smith Barney  1998 - 2003
Mallinckrodt  1985 - 1998
arthur andersen  1983 - 1985

Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Wealth Management, Asset Allocation, Due Diligence, Series 7, Insurance, Asset Managment, Financial Modeling, Valuation, Investments, Securities, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Strategy, Retirement, Finance, Mergers & Acquisitions, Investment Advisory, Risk Management, Investment Strategies, Banking, Corporate Finance, Estate Planning, Tax, Financial Services, Cash Management, Financial Advisory, Equities, Executive Management, Loans, 401k, Uniform Combined State..., Mortgage Lending, Financial Planning

Education
Saint Louis University School of Law   1980 — 1983
JD, LAW

Saint Louis University   1974 — 1978
BS, Accounting

St. Louis U High   1970 — 1974

our lady of providence   1962 — 1970

Michael A. Pascucci Michael A. Pascucci Trenton, New Jersey Details
Michael A. Pascucci's Merrill Lynch Experience January 2012 - April 2012
Job Investment Analyst at State of New Jersey, Division of Investment
Industry Investment Management
Experience
State of New Jersey, Division of Investment  May 2013 - Present
State of New Jersey, Division of Investment  May 2012 - August 2012
Merrill Lynch   January 2012 - April 2012
State of New Jersey, Division of Investment  May 2011 - August 2011
Arora and Associates, P.C.   May 2010 - August 2011

Education
Saint Joseph's University - Erivan K. Haub School of Business   2009 — 2013
Bachelor of Business Administration (B.B.A.)

Notre Dame High School   2005 — 2009

Mary Cromleigh Mary Cromleigh Cherry Hill, New Jersey Details
Mary Cromleigh's Merrill Lynch Experience June 2015 - Present
Job Vice President, MSG Business Governance
Industry Financial Services
Experience
Merrill Lynch   June 2015 - Present
Morgan Stanley  October 2013 - Present
Morgan Stanley  March 2012 - October 2013
ING Financial Partners  2009 - 2012

Skills
Series 7, Series 63, Asset Allocation, Series 65, Series 24, Life Insurance, Mutual Funds, Variable Annuities, Indexed Annuities, Fixed Income

Education
Saint Joseph's University   2013 — 2016
Masters of Business Administration, Finance

Bloomsburg University of Pennsylvania   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance

Lanre Fajimolu Lanre Fajimolu Woodbridge, New Jersey Details
Lanre Fajimolu's Merrill Lynch Experience June 2008 - November 2008
Job Business Analyst at Exelon
Industry Oil & Energy
Experience
Exelon  June 2015 - Present
Verde Energy USA  March 2015 - May 2015
Hess Corporation  October 2013 - September 2014
NRG Energy  February 2013 - July 2013
Merrill Lynch   June 2008 - November 2008

Skills
Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Financial Modeling, Financial Analysis, Management, Budgets, Mergers & Acquisitions, Retirement Planning, Mutual Funds, Life Insurance, Bloomberg, Economics, Data Analysis, Auditing, Access, Economic Research, Data Entry, Contract Management, Investments, Six Sigma, Microsoft Certified..., Microsoft Project, Microsoft Word, Customer Service, Market Research

Education
Saint Joseph's University   2009 — 2012
Bachelors, Finance, Economics

London School of Economics and Political Science   2010 — 2010
International Economics

University of Pennsylvania - The Wharton School   2012 — 2012
Finance and Financial Management Services

University of Pennsylvania   2012 — 2012
Econometrics and Quantitative Economics

Peter Bonilla Peter Bonilla Greater New York City Area Details
Peter Bonilla's Merrill Lynch Experience May 2010 - August 2010
Job Private Equity Senior Research Associate at S&P Capital IQ
Industry Marketing and Advertising
Experience
S&P Capital IQ  June 2012 - Present
Moody's Investors Service  October 2011 - June 2012
Saint Joseph's University: Sports Marketing Department   October 2007 - May 2011
Merrill Lynch   May 2010 - August 2010
EXPRESS  May 2007 - August 2007

Skills
Spanish-speaking, Event Planning, Social Media Marketing, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Social Networking, Promotions, Facebook, Twitter, PowerPoint, Sales, Outlook, Market Research, Marketing, Social Media, Leadership, Marketing Research, Research, Data Analysis

Education
Saint Joseph's University   2007 — 2011
Bachelor of Science in, Finance & Economics

Don Bosco Preparatory High School   2003 — 2007
High School Diploma

Robert A. Westropp Jr. Robert A. Westropp Jr. Greater Chicago Area Details
Robert A. Westropp Jr.'s Merrill Lynch Experience July 1975 - September 1997
Job Principal and Senior Investment Advisor
Industry Investment Management
Experience
Bernstein Global Wealth Management  October 1997 - Present
Merrill Lynch   July 1975 - September 1997

Education
Saint Louis University   1969 — 1972

Michael J. DiFlora Michael J. DiFlora New York, New York Details
Michael J. DiFlora's Merrill Lynch Experience May 2012 - August 2012
Job Senior Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  September 2015 - Present
J.P. Morgan Asset Management   January 2014 - September 2015
J.P. Morgan Asset Management   May 2013 - December 2013
Merrill Lynch   May 2012 - August 2012

Education
Saint Joseph's University - Erivan K. Haub School of Business   2009 — 2013
Bachelor of Science in Business Administration

Ramapo High School (NJ)   2005 — 2009
High School Diploma

Ian Laffler Ian Laffler Greater New York City Area Details
Ian Laffler's Merrill Lynch Experience April 2011 - November 2013
Job Private Wealth Management
Industry Financial Services
Experience
Paterson Public Schiols   November 2013 - Present
Merrill Lynch   April 2011 - November 2013
Grigsby & Associates   March 2010 - November 2010
Frank P. Nardi, CFP   April 2008 - November 2009
Citi  July 2007 - April 2008

Skills
Uniform Combined State..., Forecasting, Research, Series 7, Investments, Series 63, Securities, Fixed Income, Equities, Wealth Management, Bloomberg, Capital Markets, Mutual Funds, Options, Portfolio Management, Financial Analysis, Financial Modeling, Banking, Bonds, Asset Managment

Education
Saint Joseph's University   2003 — 2006
B.S, International Business

Saint Louis University - Madrid
Study Abroad

Lee Erby Lee Erby San Francisco Bay Area Details
Lee Erby's Merrill Lynch Experience May 2014 - Present
Job Director, Regional Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Lynch   May 2014 - Present
Merrill Lynch   June 2012 - April 2014
Merrill Lynch   July 2010 - June 2012
Merrill Lynch   February 2007 - July 2009
Berkeley Police Department  August 2003 - August 2006
Golden State Warriors  October 2004 - April 2005

Skills
New Business Development, Outstanding..., Investments, Strategic Financial..., Series 7, Wealth Management, Series 63, Retirement Planning, Financial Analysis, Mutual Funds, Portfolio Management, Uniform Combined State..., Asset Managment, Investment Strategies, Finance

Education
St. Mary's College of California   2010 — 2011
Masters in Business Administration

CSU-California Maritime Academy
B.S., International Business & Logistics

Robert A. Donnell Robert A. Donnell Phoenix, Arizona Area Details
Robert A. Donnell's Merrill Lynch Experience 1994 - 1996
Job Owner at Donnell & Jones LLC dba @Work Group Phoenix
Industry Staffing and Recruiting
Experience
Donnell & Jones LLC dba @Work Group Phoenix   May 2015 - Present
PremierTox Laboratory  2012 - April 2015
PremierTox Laboratory  2011 - 2012
Sanofi-Aventis  2009 - 2011
Sanofi-Aventis  2007 - 2009
Sanofi-Aventis  2005 - 2007
Sanofi  2000 - 2005
Solvay Pharmaceuticals  1999 - 2000
Merrill Lynch   1994 - 1996
Carrington Laboratories  1993 - 1994

Skills
Sales Operations, Strategy, Sales Management, Sales Effectiveness, Leadership, Sales, Managed Care, Pharmaceutical Sales, New Business Development, Cardiology, Product Launch, Performance Management, Marketing, Organizational Design, Pharmaceutical Industry, Selling Skills, Leadership Development, Neurology, Diabetes, Business Development, Selling, Urology, Healthcare, Gastroenterology, Sales Force Development, Endocrinology, Sales Trainings, Sales Force..., Strategic Communications, Organizational..., Operations Management, Revenue & Profit Growth, Field Operations, Product Development, Team Building, Recruiting, Training, Territory Account..., Global Regulatory..., Medical Devices, Cross-functional Team...

Education
Saint Joseph's University - Erivan K. Haub School of Business   2007 — 2009
MBA

University of Tennessee-Knoxville   1983 — 1988
BS, Education

Basil Giletto Basil Giletto Greater New York City Area Details
Basil Giletto's Merrill Lynch Experience March 2011 - November 2012
Job Operations Specialist at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management  November 2012 - Present
Merrill Lynch   March 2011 - November 2012
Merrill Lynch   June 2008 - March 2011
Merrill Lynch, Pierce, Fenner & Smith   June 2007 - June 2008
Merrill Lynch   January 2007 - June 2007
Merrill Lynch   June 2005 - January 2007
Merrill Lynch, Pierce, Fenner & Smith   January 2003 - June 2005

Skills
Series 7, Series 24, Six Sigma, MBA, Visio, Microsoft Excel, SharePoint, Minitab, Live Meeting, Mutual Funds, Management, Auditing, Banking, Uniform Combined State..., Trading, Credit, Financial Services, Wealth Management, Business Analysis, Financial Analysis, Risk Management, Equities, Investments, Securities

Education
University of Phoenix   2006 — 2008
MBA, Business

Saint Joseph's University   2000 — 2001
Education

Villanova University   1996 — 2000
Bachelor of Arts (BA)

Donna Scotti-Cosenzo Donna Scotti-Cosenzo Tampa/St. Petersburg, Florida Area Details
Donna Scotti-Cosenzo's Merrill Lynch Experience May 1998 - March 2002
Job Business Manager Technology at Raymond James Financial, Inc.
Industry Hospital & Health Care
Experience
Raymond James Financial, Inc.   July 2015 - Present
Cure on Wheels   July 2007 - Present
Raymond James Financial, Inc.   March 2014 - May 2015
Moffitt Cancer Center  March 2010 - June 2013
Florida Atlantic University  September 2011 - March 2012
Moffitt Cancer Center  September 2005 - March 2010
Merrill Lynch   May 1998 - March 2002
Merrill Lynch   March 1998 - September 1998

Skills
Strategic Planning, Process Improvement, Team Building, Building Relationships, Critical Thinking, Change Management, Management, Leadership, Vendor Management, Program Management, Organizational..., Healthcare, Problem Solving, Integration, Human Resources, Operations Management, Policy, Strategy, Data Analysis, Budgets, Leadership Development, Team Leadership, Analysis, Onboarding, Negotiation, Hospitals, Public Relations, Business Analysis, Project Management, Training, Software Documentation

Education
Saint Leo University

Brett Hina, CIMA Brett Hina, CIMA Greater Philadelphia Area Details
Brett Hina, CIMA's Merrill Lynch Experience 1994 - 1999
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS  March 2005 - Present
Smith Barney  1999 - 2005
Merrill Lynch   1994 - 1999

Education
University of Pennsylvania - The Wharton School
Bachelors in Business Administration, Management and Marketing

Saint Joseph's University - Erivan K. Haub School of Business
MBA

University of Pennsylvania
Masters in Liberal Arts

Investment Management Consultant Association
Certified Investment Management Analyst

Christopher Garofalo Christopher Garofalo Greater New York City Area Details
Christopher Garofalo's Merrill Lynch Experience January 2009 - April 2009
Job Real Estate Investor
Industry Real Estate
Experience
Right Time Management   May 2014 - Present
BNP Paribas  July 2012 - December 2013
BNP Paribas  July 2010 - July 2012
BNP Paribas  June 2009 - August 2009
Merrill Lynch   January 2009 - April 2009

Skills
Fixed Income, Microsoft Office, Financial Analysis, Equities, Bloomberg, Capital Markets, Investments, Microsoft Excel, VBA, Securities, Portfolio Management, Investment Banking, Series 7, Hedge Funds, Financial Reporting, Accounting, Data Analysis, Analysis, Outlook, Real Estate, Real Estate Transactions

Education
Saint Joseph's University   2006 — 2010
Bachelor of Science, Business Administration; Finance

Ashley Parrillo Ashley Parrillo Greater Philadelphia Area Details
Ashley Parrillo's Merrill Lynch Experience June 2011 - September 2012
Job Federal Tax Senior Associate at KPMG
Industry Accounting
Experience
KPMG  October 2012 - Present
Merrill Lynch   June 2011 - September 2012
NEST International  June 2010 - September 2010

Skills
Project Management, Account Management, Accounting, Tax, Team Leadership, Social Media, Financial Reporting, Financial Accounting, Corporate Tax, Tax Accounting, GAAP, Tax Research, Recruiting, Wealth Management, Proposal Support, Client Relations, Microsoft Excel, Social Media Marketing

Education
Saint Joseph's University   2008 — 2012
Bachelor of Science (BS), Accounting and Finance

Michael Bonilla Michael Bonilla Garnerville, New York Details
Michael Bonilla's Merrill Lynch Experience December 2013 - April 2014
Job Analytics Associate at S&P Capital IQ
Industry Research
Experience
S&P Capital IQ  August 2014 - Present
Merrill Lynch   December 2013 - April 2014
Brooklyn Nets  June 2013 - September 2013
Philadelphia 76ers  September 2012 - January 2013
Capital IQ  June 2010 - August 2012
GF Education Group, Inc   August 2011 - 2012
Saint Joseph's University: Sports Marketing Department   November 2010 - March 2011

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, Facebook, Research, Social Networking, Social Media, Advertising, Marketing Strategy, Sales, Leadership, Management, Market Research, Strategy, Marketing, Lead Generation

Education
Saint Joseph's University - Erivan K. Haub School of Business   2009 — 2013
Bachelor of Business Administration (BBA), Major: Marketing / Minor: Finance

Don Bosco Preparatory High School   2005 — 2009
High School

Michael A. Leslie, MBA Michael A. Leslie, MBA Greater Philadelphia Area Details
Michael A. Leslie, MBA's Merrill Lynch Experience April 2013 - November 2014
Job Senior Financial Consultant at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  August 2015 - Present
Merrill Edge  August 2014 - August 2015
Merrill Lynch   April 2013 - November 2014
Dimatteo financial Group   June 2012 - April 2013
Vanguard  July 2011 - August 2012
Vanguard  May 2009 - July 2011

Skills
Series 7, Series 63, ETFs, Mutual Funds, Series 24, Retirement Planning, Investments, Retirement, Asset Allocation, Fixed Annuities, Securities, Equities, FINRA, 401k, Investment Advisory, Financial Services, Wealth Management, Strategic Financial..., Long Term Care Insurance, Options, Bloomberg Terminal, Asset Management, Finance, Banking, Fixed Income, Hedge Funds, Investment Strategies, Capital Markets, Trading, Portfolio Management, Financial Markets, Alternative Investments, Bloomberg, Relationship Management, Financial Planning, Bonds, Financial Advisory, Investment Management, Personal Finance, Equity Trading

Education
St. Joseph's University   2010 — 2015
MBA, Finance

Temple University   1994 — 1999
BA, Political Science

James O'Donoghue James O'Donoghue Greater Philadelphia Area Details
James O'Donoghue's Merrill Lynch Experience January 2012 - April 2013
Job Retirement Plan Specialist / Financial Advisor at Benefits Consulting Group
Industry Financial Services
Experience
BCG Securities   August 2015 - Present
PNC  April 2013 - August 2015
Merrill Lynch   January 2012 - April 2013
ING  2009 - 2011

Skills
Retirement Plan..., Small Business..., Retirement Planning, Series 7, Series 66, Life Insurance, Health Insurance, Investments, Mutual Funds, ETFs, Annuity Sales, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k, 401k Rollovers, 403 b, Defined Contribution, Defined Benefit, Finance, Uniform Combined State...

Education
St. Joseph's University   2005 — 2009
Bachelor’s Degree, Finance, General

Chaminade High School   2001 — 2005

William Conway, CFA William Conway, CFA Greater New York City Area Details
William Conway, CFA's Merrill Lynch Experience December 2007 - April 2009
Job King Street Capital Management
Industry Financial Services
Experience
King Street Capital Management  September 2011 - Present
King Street Capital Management  August 2009 - August 2011
Merrill Lynch   December 2007 - April 2009
Saint Joseph's University  September 2004 - November 2007
Saint Joseph's University  August 2001 - September 2004

Skills
Bloomberg, Equities, Securities, Bonds, Fixed Income, VBA, Credit Derivatives, Derivatives, Hedge Funds, Financial Analysis, Risk Management

Education
Saint Joseph's University - Erivan K. Haub School of Business   2003 — 2007
Masters of Business Administration

St. John's College   1996 — 2000
Bachelor of Arts, Liberal Arts

Kaushik Thandra Kaushik Thandra North Brunswick, New Jersey Details
Kaushik Thandra's Merrill Lynch Experience July 2012 - May 2013
Job Vice President
Industry Computer Software
Experience
JPMorgan Chase  June 2013 - Present
Merrill Lynch   July 2012 - May 2013
JPMorgan Chase  October 2010 - June 2012
ProKarma  January 2005 - September 2010
Mantis Technology Group  June 2003 - December 2004

Skills
.NET, ASP.NET, Software Development, Web Services, WCF, Microsoft SQL Server, Databases, REST, C#, ASP.NET MVC, SQL, Design Patterns, JavaScript, Test Driven Development, Unit Testing, TFS, VB.NET, NUnit, SOAP, SOA, Java Enterprise Edition, OOP, Hudson, Agile Project Management, SQL Server, TDD, NCover

Education
Saint Joseph's University   2001 — 2003
Masters, Computer Science

Madras University   1997 — 2000
Bachelors, Computer Science

Jim Fisher, MBA Jim Fisher, MBA Greater Philadelphia Area Details
Jim Fisher, MBA's Merrill Lynch Experience 1998 - 2001
Job Managing Director, Sr. Investment Advisor and Team Leader at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust  December 2006 - Present
Univest Corp   2001 - 2006
Merrill Lynch   1998 - 2001
The Vanguard Group  1997 - 1998
U.S. Army   1986 - 1997

Skills
Fixed Income, Equities, Investments, Pension and Endowment..., Portfolio Management, Risk Management, Financial Analysis, Asset Managment, Investment Management, Strategic Financial..., Insurance, Mutual Funds, Wealth Management, Financial Modeling, Mergers, Investment Advisory, Real Estate, Credit, Financial Services, Loans, Securities, Asset Allocation, Strategic Planning, Finance, Asset Management, Series 7, Alternative Investments

Education
Saint Joseph's University - Erivan K. Haub School of Business   2008 — 2010
MBA, Finance

Ursinus College   2005 — 2007
BBA, Finance

University of Maryland University College
AA, Business

Erica Howard Erica Howard Jacksonville, Florida Area Details
Erica Howard's Merrill Lynch Experience April 2007 - Present
Job at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch   April 2007 - Present
Bloomberg  2006 - 2007

Education
Saint Louis University School of Law   2002 — 2006
J.D.

Saint Louis University   1998 — 2000

Karen Bolinger Karen Bolinger Greater St. Louis Area Details
Karen Bolinger's Merrill Lynch Experience March 1993 - November 2005
Job Administrative Assistant/Choir Director
Industry Higher Education
Experience
Gethsemane Lutheran Church St. Louis   August 2014 - Present
Saint Louis University  2006 - Present
St. Matthew UCC   November 2000 - July 2011
Merrill Lynch   March 1993 - November 2005

Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Community Outreach, Public Speaking, Event Planning, Customer Service, Teaching, Data Analysis, Outlook, Access, Editing, System Administration, Analysis, Spanish, Fundraising, Project Management, Nonprofits

Education
Washington Univerisity-St. Louis   1979 — 1980
Occupational Therapy/Therapist

Saint Louis University
BA, Music/English

Saint Louis University
BA, Music and English

Gil Bickel Gil Bickel Greater St. Louis Area Details
Gil Bickel's Merrill Lynch Experience 1983 - 2003
Job Senior Vice President Investments / PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  November 2011 - Present
Morgan Stanley Smith Barney  April 2003 - November 2011
Merrill Lynch   1983 - 2003

Education
Saint Louis University   1966 — 1968
MSC, Finance

Washington University in St. Louis - Olin Business School   1962 — 1966
BSBA, Business

John Santangelo John Santangelo Greater Philadelphia Area Details
John Santangelo's Merrill Lynch Experience November 2001 - June 2005
Job Vice President of Finance at GMH Mortgage Services LLC
Industry Financial Services
Experience
GMH Mortgage Services LLC  June 2013 - Present
Ocwen Financial Corporation/ GMAC Mortgage   December 2008 - June 2013
Wilmington Finance  June 2005 - September 2008
Merrill Lynch   November 2001 - June 2005
ContiMortgage Corporation  February 1997 - November 2001
CoreStates Financial Corporation/ Meridian Bancorp   May 1992 - February 1997
PricewaterhouseCoopers  September 1984 - April 1992

Education
Saint Joseph's University   1980 — 1984

Brett Threlkeld Brett Threlkeld San Francisco, California Details
Brett Threlkeld's Merrill Lynch Experience September 1997 - February 1999
Job Senior Director, Institutional RFP Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2015 - Present
CTB/McGraw-Hill  May 2014 - January 2015
Financial Services  September 2012 - May 2014
Franklin Templeton  December 2002 - September 2012
Franklin Templeton Institutional   December 2002 - January 2008
Charles Schwab & Co  February 1999 - October 2002
Merrill Lynch   September 1997 - February 1999
Barclays Global Investors  January 1996 - September 1997
Wells Fargo  June 1993 - December 1995

Skills
Leadership, Mutual Funds, Equities, Management, Asset Managment, Investments, Marketing Communications, Strategic Communications, Internal Communications, Investment Management, Wealth Management, Investment Strategies, Financial Services, Asset Management, Crisis Communications, Strategy, Alternative Investments, Fixed Income, Portfolio Management, Series 7, Securities, Business Strategy, Corporate Communications, Series 63, Asset Allocation, ETFs, Hedge Funds, Relationship Management, Investment Advisory, SharePoint, 401k, Bloomberg, Retirement Planning, Financial Markets, Emerging Markets, Investor Relations

Education
Saint Mary's College of California
MBA

University of California, Los Angeles
BA, English Literature / History

Dave Montez Dave Montez San Jose, California Details
Dave Montez's Merrill Lynch Experience 2007 - 2008
Job Chief Audit Executive, eBay Inc.
Industry Internet
Experience
eBay Inc  June 2014 - Present
Ebay-PayPal  April 2012 - June 2014
First Republic Bank  April 2002 - April 2012
Merrill Lynch   2007 - 2008
Greater Bay Bank  2004 - 2005
Providian Financial  1999 - 2002
Providian Financial  1999 - 2002
Providian Financial  1999 - 2002
Fireside Bank  1996 - 1998
First nationwide Bank  1989 - 1995

Education
Saint Mary's College of California   1982 — 1986
economics, Accounting

Cubberley High School

Cubberley High School

Palo Alto High School

Palo Alto High School

Chris Ruffino, CFP® Chris Ruffino, CFP® Greater Philadelphia Area Details
Chris Ruffino, CFP®'s Merrill Lynch Experience August 2004 - June 2005
Job VP, Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason  April 2015 - Present
Lockwood Advisors, Inc. a BNY Mellon company   September 2008 - March 2015
Lockwood Advisors, Inc a BNY Mellon company   January 2006 - September 2008
Merrill Lynch   August 2004 - June 2005
Merrill Lynch   September 2003 - August 2004

Skills
Certified Financial..., Alternative Investments, Series 7, Mutual Funds, Capital Markets, SMA, Asset Allocation, Separately Managed..., Wealth Management, ETFs, Investments, Investment Strategies, Investment Advisory, Asset Managment, Portfolio Management, Securities, Investment Management, Fixed Income, Series 66, Strategic Financial..., Personal Financial..., Retirement Planning

Education
Saint Joseph's University   1998 — 2002
B.S.

Saint Joseph's University - Erivan K. Haub School of Business   1998 — 2002
B.S.

Christian Brothers Academy   1994 — 1998

Karen Waltemath Karen Waltemath Greater New York City Area Details
Karen Waltemath's Merrill Lynch Experience March 1999 - April 2002
Job Financial Advisor at Linsco/Private Ledger
Industry Financial Services
Experience
Linsco/Private Ledger  April 2004 - Present
MetLife  August 2002 - April 2004
Merrill Lynch   March 1999 - April 2002
Morgan Stanley  May 1990 - March 1999

Education
Saint Louis University

Clete Schwegman Clete Schwegman Greater Philadelphia Area Details
Clete Schwegman's Merrill Lynch Experience 2008 - August 2013
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS  August 2013 - Present
Merrill Lynch   2008 - August 2013

Education
Saint Joseph's University   1999 — 2003

St. Joseph's Prep   1994 — 1999

Chip O'Connor Chip O'Connor Greater St. Louis Area Details
Chip O'Connor's Merrill Lynch Experience March 1993 - Present
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   March 1993 - Present

Education
Saint Louis University   1986 — 1990

Robert (Bob) Steck MBA, CRPC® Robert (Bob) Steck MBA, CRPC® Greater San Diego Area Details
Robert (Bob) Steck MBA, CRPC®'s Merrill Lynch Experience August 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Consumer Goods
Experience
Merrill Lynch   August 2014 - Present
Edward Jones  November 2012 - August 2014
Anheuser-Busch  1985 - 2011

Education
The University of Chicago - Booth School of Business
MBA, Finance

Fletcher School, Tufts University
MALD, International Economics & Finance

Saint Louis University
Bachelor of Arts, Political Science & French

L'Institut D'Etudes Politiques   1977 — 1978
Certificat D'Etudes Politiques, Political Science & Economics

Katrina Winiecki Dee Katrina Winiecki Dee Chicago, Illinois Details
Katrina Winiecki Dee's Merrill Lynch Experience November 2009 - March 2011
Job Managing Director at MB Investments
Industry Investment Management
Experience
MB Investments  June 2011 - Present
Merrill Lynch   November 2009 - March 2011
Glenwood Capital Investments   July 2003 - August 2009
UBS Global Asset Management  1999 - 2003
Ernst & Young  1994 - 1998

Skills
Hedge Funds, Alternative Investments, Investments, Financial Services

Education
Saint Mary's College
BBA, Accounting and Finance

Joe Steck Joe Steck Orange County, California Area Details
Joe Steck's Merrill Lynch Experience July 1995 - July 2001
Job Managing Partner Endorsed Benefits
Industry Financial Services
Experience
Endorsed Benefits   January 2009 - Present
Merrill Lynch   July 1995 - July 2001

Education
Saint Louis University   1989 — 1992
Finance, Finance and International Business

Brett VanderGeest Brett VanderGeest San Francisco Bay Area Details
Brett VanderGeest's Merrill Lynch Experience June 2014 - Present
Job Vice President, Wealth Management Banker at Merrill Lynch
Industry Banking
Experience
Merrill Lynch   June 2014 - Present
Bank of America  November 2011 - June 2014
Bank of America  September 2006 - November 2011

Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Refinance, Consumer Lending, Small Business Lending, Residential Mortgages, Loan Origination, FHA, Cross Selling, Credit Analysis, Retail Banking, Commercial Banking, Banking

Education
Saint Mary's College of California

Leric Lemons Leric Lemons Greater New York City Area Details
Leric Lemons's Merrill Lynch Experience November 2008 - May 2009
Job Assistant Vice President at BNP Paribas
Industry Banking
Experience
BNP Paribas  July 2014 - Present
J.P. Morgan   November 2012 - June 2014
J.P. Morgan   June 2010 - November 2012
Saint Joseph's University  August 2007 - April 2010
TD Bank  June 2009 - January 2010
Merrill Lynch   November 2008 - May 2009
RedBull  January 2008 - August 2008
William J. Lemons, CPA Esq   May 2007 - August 2008

Skills
Finance, Bloomberg, Fixed Income, Financial Analysis, Economics, Investments, Accounting, Financial Risk, Investment Banking, Financial Statements, Bloomberg Terminal, Financial Modeling, Equities, Portfolio Management, Corporate Finance, Risk Management, Account Reconciliation, Derivatives, Capital Markets, Microsoft Excel, General Ledger, Financial Reporting, VBA, Credit, Financial Accounting, Emerging Markets, Loans, Marketing, Competitive Analysis, Sarbanes-Oxley Act, Leadership, Analysis, Securities, Team Management, Strategic Financial...

Education
Saint Joseph's University   2006 — 2010
B.S., Finance

University of London - Birkbeck College   2009 — 2009
Global Economic Imersion Program, Economics

Sunil Banker Sunil Banker Greater St. Louis Area Details
Sunil Banker's Merrill Lynch Experience May 1998 - August 1998
Job Data & Applications Learning Consultant at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  October 2011 - Present
Thomson Reuters  October 2008 - October 2011
Thomson Reuters  June 2006 - October 2008
Edward Jones  June 2002 - June 2006
Edward Jones  July 1999 - June 2002
US Bank  January 1999 - July 1999
Labor Ready  September 1998 - December 1998
Merrill Lynch   May 1998 - August 1998

Skills
Market Data, Fixed Income, Equities, Bloomberg, Securities, elearning, Financial Markets, Salesforce.com, Series 7, Instructor-led Training, Training Delivery, Virtual Training, Instructional Design, Siebel, Portfolio Management, Financial Services, Trading Systems, Capital Markets, Series 63, Trading, Derivatives, Commodity, FX Options, Relationship Management, Foreign Exchange, Investment Banking, Business Analysis, Reference Data, Options, Back Office, Technical Analysis, Equity Trading, Hedge Funds, Asset Management, E-Learning, Risk Management, Bloomberg Terminal, Equity Derivatives, Financial Modeling, Investment Management, Financial Risk

Education
Saint Louis University   1996 — 2001
BA, Finance

Gokuldham High School

Harsh Mitra Harsh Mitra Greater St. Louis Area Details
Harsh Mitra's Merrill Lynch Experience January 2008 - August 2008
Job Internal Business Development Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  March 2009 - Present
Smith Barney  August 2008 - January 2009
Merrill Lynch   January 2008 - August 2008

Education
Saint Louis University   2007 — 2008
Bachelor of Science in Business Administration

Rich Tobin Rich Tobin Little Silver, New Jersey Details
Rich Tobin's Merrill Lynch Experience March 2002 - January 2009
Job Institutional Equity Derivative & Finance Sales at HSBC
Industry Financial Services
Experience
HSBC  April 2014 - Present
Capital Guardian LLC  February 2013 - April 2014
HydbyH   January 1995 - July 2013
Nomura Securities Inc.  2009 - May 2011
Merrill Lynch   March 2002 - January 2009
Salomon Smith Barney  March 1998 - March 2002
Citigroup Global Markets  1998 - 2002
ING Barings  January 1994 - February 1998

Skills
Equities, Series 7, Hedge Funds, Trading, Fixed Income, Series 63, Derivatives, Bloomberg, Capital Markets, Portfolio Management, Alternative Investments, Securities, Equity Trading, Asset Managment, Options, Investments, Electronic Trading, ETFs, Trading Systems, Mutual Funds, Series 24, Private Equity, Internet Entrepreneur, Back Office, Equity Research, FINRA, Financial Markets, Risk Management, Market Data, Investment Management, Equity Derivatives, Bonds, Emerging Markets, Asset Allocation, Structured Products, Investment Banking, Wealth Management, Financial Services, Investment Strategies, Block Trading

Education
Saint Joseph's University   1989 — 1993
B.S., Business Management

University College Cork   1992 — 1992
International Business

Camden Catholic H.S.   1985 — 1989

Kenneth Bradshaw Jr. Kenneth Bradshaw Jr. Greater Philadelphia Area Details
Kenneth Bradshaw Jr.'s Merrill Lynch Experience December 2006 - September 2009
Job Divisional Sales Manager at iShares
Industry Financial Services
Experience
iShares  July 2013 - Present
BlackRock  July 2011 - July 2013
BlackRock Investments   August 2010 - June 2011
TD Wealth Management  September 2009 - August 2010
Merrill Lynch   December 2006 - September 2009
Merrill Lynch Investment Managers/BlackRock   April 2006 - December 2006
Merrill Lynch Retirement Group  January 2004 - April 2006
Safeco  October 2002 - January 2004
TD Waterhouse  May 1999 - October 2002

Skills
Finance, Financial Analysis, Analysis, Investments, Fixed Income, Mutual Funds, Asset Management, Management, Alternative Investments, Credit

Education
Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2009
Masters of Business Administration, Finance

University of North Carolina at Charlotte - Belk College of Business   1994 — 1997
BS Business Administration, Finance/Financial Management

Dennis Maurer Dennis Maurer Greater St. Louis Area Details
Dennis Maurer's Merrill Lynch Experience September 1992 - December 1999
Job FIRST VICE PRESIDENT WEALTH MANAGEMENT at UBS FINANCIAL SERVICES
Industry Financial Services
Experience
UBS FINANCIAL SERVICES  December 1999 - Present
Merrill Lynch   September 1992 - December 1999
Boeing  June 1965 - September 1992

Skills
Finance, Fixed Income, Investments, Leadership, Management, Project Management, Risk Management, Series 63, Series 65, Series 7, Wealth Management, Customer Service, Financial Analysis, Portfolio Management, Financial Planning

Education
Saint Louis University   1961 — 1965
BS, Finance; Economics

Patrick Kenville Patrick Kenville Baltimore, Maryland Area Details
Patrick Kenville's Merrill Lynch Experience May 2010 - August 2010
Job Financial Analyst at University of Maryland Medical Center
Industry Financial Services
Experience
University of Maryland Medical Center  August 2012 - Present
Murphy and Nolan, Inc.   December 2011 - April 2012
Roxbury Capital Management  December 2010 - January 2011
Merrill Lynch   May 2010 - August 2010
Rockbridge Investment Management   June 2009 - August 2009

Education
Saint Joseph's University - Erivan K. Haub School of Business   2007 — 2011
Bachelor of Business Administration (BBA), Finance, General

Christian Brothers Academy

Hope Ellis Mayer Hope Ellis Mayer United States Details
Hope Ellis Mayer's Merrill Lynch Experience 1995 - 1998
Job
Industry Computer Software
Experience
Executive Enterprises  1998 - Present
Merrill Lynch   1995 - 1998
Merrill Lynch   1989 - 1995
Merrill Lynch   1982 - 1989

Skills
Marketing, Strategy, Business Strategy, Strategic Planning, Business Development, New Business Development, Human Resource..., Finance, Personnel Management, Start-ups, Analytics, Succession Planning, Analysis, Management Consulting, Leadership, Asset Management, Equities, Financial Services

Education
Stanford University
Continuing Studies

The Ohio State University

Saint Mary's College

University of Notre Dame

Wilton High School, Wilton Connecticut

Greens Farms Academy, Greens Farms Connecticut

Brendan Krebs Brendan Krebs Greater Boston Area Details
Brendan Krebs's Merrill Lynch Experience April 2012 - August 2013
Job Regional Business Director Northeast at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  2015 - Present
The GL Group  2014 - 2015
Fisher Investments  2013 - 2014
Merrill Lynch   April 2012 - August 2013
Merrill Lynch   January 2011 - April 2012
Merrill Lynch   May 2008 - January 2011
Merrill Lynch   2007 - 2008
Merrill Lynch   2005 - 2007
Merrill Lynch   1998 - 2005

Skills
Business Development, Leadership & Team..., Sales Operations..., Mentoring & Coaching, Financial Analysis &..., Client Relationship..., Strategic Partnerships..., Sales Process..., Market Penetration &...

Education
St. Joseph's University   1994 — 1998
Bachelor of Science (BS), Finance, General

Lynn Norris Lynn Norris Greater Detroit Area Details
Lynn Norris's Merrill Lynch Experience September 1986 - June 1990
Job Staffing and Benefits Manager at Munder Capital Management
Industry Investment Management
Experience
Munder Capital Management  April 1991 - Present
Permanent Staff/Temporary Resources   September 1990 - April 1991
Merrill Lynch   September 1986 - June 1990

Skills
Employee Relations, Performance Management, Recruiting, Policy, Employee Benefits, Customer Service, Microsoft Excel, Talent Acquisition

Education
Saint Mary's College
B.A., History; Secondary Education

Thomas Boyes Jr. Thomas Boyes Jr. Greater New York City Area Details
Thomas Boyes Jr.'s Merrill Lynch Experience November 2008 - June 2009
Job Associate Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company  July 2014 - Present
Stifel Nicolaus  February 2011 - June 2014
Bank of America  July 2009 - January 2011
Merrill Lynch   November 2008 - June 2009

Skills
Bloomberg, Financial Modeling, Valuation, Microsoft Excel, Market Research, Fixed Income, Financial Analysis, Series 7, Investments, Customer Service, Investment Banking, Equities

Education
Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2008

Dorothy Bariring Dorothy Bariring Secaucus, New Jersey Details
Dorothy Bariring's Merrill Lynch Experience May 2007 - February 2009
Job .NET Technical Lead at Ernst & Young
Industry Financial Services
Experience
Ernst & Young  March 2011 - Present
Bank of America  September 2009 - December 2010
Paragon Computer Professionals  March 2009 - September 2009
Merrill Lynch   May 2007 - February 2009
Innodata Isogen  2003 - 2006

Skills
C#, Microsoft SQL Server, ASP.NET, .NET, WCF, ASP.NET MVC, JQuery, Silverlight, SDLC, jQuery, Visual Basic, Data Warehousing, Database Design, Visual Studio, XML, T-SQL, JavaScript

Education
Saint Louis University (PH)   1995 — 1999
Bachelor' Degree, Computer Science

Anthony Nydegger Anthony Nydegger Greater St. Louis Area Details
Anthony Nydegger's Merrill Lynch Experience May 2011 - January 2015
Job Private Wealth Manager at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management, USA  January 2015 - Present
Merrill Lynch   May 2011 - January 2015
Monster Energy  June 2009 - December 2011
Saint Louis University  2007 - 2011
Legal Services of Eastern Missouri  2008 - 2009

Skills
Investments, Portfolio Management, Analysis, Finance, Mutual Funds, Financial Analysis, Strategic Financial..., Asset Allocation, Banking, Insurance, Financial Modeling, Microsoft Excel, Sales, Risk Management, Strategic Planning, Marketing, Leadership, Accounting, Forecasting

Education
Saint Louis University   2007 — 2011
B.A., Finance and Marketing

Ruth Jordan Ruth Jordan Tampa, Florida Details
Ruth Jordan's Merrill Lynch Experience June 2007 - November 2011
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley  November 2011 - Present
Morgan Stanley Wealth Management  November 2011 - Present
Tampa Metro YMCA  January 2009 - Present
Merrill Lynch   June 2007 - November 2011

Skills
Series 7, Series 63, Equities, Wealth Management, Securities, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Income, Uniform Combined State..., Portfolio Management

Education
Saint Leo University   2000 — 2002
Master's degree, Business Administration and Management, General

University of South Florida   1998 — 2000
Bachelor of Arts (B.A.), Psychology

Nicholas Doyle Nicholas Doyle Philadelphia, Pennsylvania Details
Nicholas Doyle's Merrill Lynch Experience June 2010 - August 2010
Job Associate AML Investigator
Industry Accounting
Experience
JPMorgan Chase & Co.   November 2014 - Present
KPMG US  November 2013 - November 2014
Fordham University  January 2013 - May 2013
Saint Joseph's University  October 2011 - July 2012
Merrill Lynch   June 2010 - August 2010

Skills
Research, Microsoft Excel, Economics, PowerPoint, Data Analysis, Anti Money Laundering, SPSS, Matlab, VBA, Econometrics, Statistics, AML, World Check, Eviews, Higher Education, Bloomberg Terminal, Quantitative Analytics, Qualitative Research, Macroeconomics, MS Excel Pivot Tables, Suspicious Activity...

Education
Fordham University Graduate School of Arts and Sciences   2012 — 2013
Master of Arts (MA), Economics

Saint Joseph's University   2008 — 2012
Bachelor of Arts (BA), Economics, 3.46

Saint Joseph's University   2008 — 2012
Bachelor of Science (B.S.), Finance, General

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