Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Jason Penn Jason Penn's Merrill Lynch Experience August 2008 - November 2008
Job Program Administrator at National Credit Union Administration
Industry Government Administration
Experience
National Credit Union Administration October 2013 - Present
Bureau of Labor Statistics November 2009 - October 2013
Merrill Lynch August 2008 - November 2008
Social Security Administration June 2007 - August 2007
Skills
Economics, Data Analysis, Financial Analysis, Financial Modeling, Analysis, Management, Government, Microsoft Office, Microsoft Excel
Education
University of Maryland College Park 2014 — 2017
Master of Business Administration (MBA), Finance, General
Salisbury University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Mount Saint Joseph High School 2001 — 2005
National Credit Union Administration October 2013 - Present
Bureau of Labor Statistics November 2009 - October 2013
Merrill Lynch August 2008 - November 2008
Social Security Administration June 2007 - August 2007
Skills
Economics, Data Analysis, Financial Analysis, Financial Modeling, Analysis, Management, Government, Microsoft Office, Microsoft Excel
Education
University of Maryland College Park 2014 — 2017
Master of Business Administration (MBA), Finance, General
Salisbury University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Mount Saint Joseph High School 2001 — 2005
Lourdes Collazo Lourdes Collazo's Merrill Lynch Experience 2000 - 2009
Job Business Support Assistant (Contractor) at Bank of America Mortgage
Industry Financial Services
Experience
Bank of America Mortgage June 2012 - Present
Bank of America 2011 - August 2011
Sovereign/Santander Bank February 2011 - June 2011
Merrill Lynch 2000 - 2009
Merrill Lynch July 1998 - January 2000
John Hancock Life Insurance Company (U.S.A.) June 1981 - May 1997
Skills
Data Entry, Accounts Receivable, PowerPoint, Process Scheduler, Following Up, Banking, Outlook, Customer Service, Human Resources, Quality Assurance, Microsoft Excel, Invoicing, Accounts Payable, Administrative Support, Billing, Calendar, Conferences, Excel, Scheduling, Sharepoint, Telephone Skills, Problem Solver, Word, Risk Management, Time Management, Insurance, Budgets, Retail Banking, Mortgage Lending, Access, Sales, Travel Arrangements, Analysis, Credit, Finance, Software Documentation, Financial Analysis, Leadership, Administration, Teamwork, Research, Outlook 365 Web App, Recruiting, Microsoft Office, Loans, Team Building, Credit Analysis, Financial Services, Data Analysis, Business Analysis
Education
St. Peter's College 1993 — 1997
Business Management, Some College Credits
Bayamon, Puerto Rico 1972 — 1976
Business/General Studies, High School Diploma
Bank of America Mortgage June 2012 - Present
Bank of America 2011 - August 2011
Sovereign/Santander Bank February 2011 - June 2011
Merrill Lynch 2000 - 2009
Merrill Lynch July 1998 - January 2000
John Hancock Life Insurance Company (U.S.A.) June 1981 - May 1997
Skills
Data Entry, Accounts Receivable, PowerPoint, Process Scheduler, Following Up, Banking, Outlook, Customer Service, Human Resources, Quality Assurance, Microsoft Excel, Invoicing, Accounts Payable, Administrative Support, Billing, Calendar, Conferences, Excel, Scheduling, Sharepoint, Telephone Skills, Problem Solver, Word, Risk Management, Time Management, Insurance, Budgets, Retail Banking, Mortgage Lending, Access, Sales, Travel Arrangements, Analysis, Credit, Finance, Software Documentation, Financial Analysis, Leadership, Administration, Teamwork, Research, Outlook 365 Web App, Recruiting, Microsoft Office, Loans, Team Building, Credit Analysis, Financial Services, Data Analysis, Business Analysis
Education
St. Peter's College 1993 — 1997
Business Management, Some College Credits
Bayamon, Puerto Rico 1972 — 1976
Business/General Studies, High School Diploma
Alex Forsman's Merrill Lynch Experience March 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Moore Wealth Inc. June 2013 - February 2014
Scarborough Capital Management June 2012 - June 2013
Business, Economic, and Community Outreach Network January 2012 - May 2012
Salisbury University August 2011 - December 2011
MaTech, Inc. August 2010 - December 2011
MaTech, Inc. 2010 - 2011
Education
Salisbury University - Perdue School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Salisbury University 2008 — 2011
BS, Business Administration and Management, General
Salisbury University - Perdue School of Business 2008 — 2011
BS, Information Systems
Merrill Lynch March 2014 - Present
Moore Wealth Inc. June 2013 - February 2014
Scarborough Capital Management June 2012 - June 2013
Business, Economic, and Community Outreach Network January 2012 - May 2012
Salisbury University August 2011 - December 2011
MaTech, Inc. August 2010 - December 2011
MaTech, Inc. 2010 - 2011
Education
Salisbury University - Perdue School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Salisbury University 2008 — 2011
BS, Business Administration and Management, General
Salisbury University - Perdue School of Business 2008 — 2011
BS, Information Systems
Luke Schillo's Merrill Lynch Experience June 2005 - August 2005
Job Associate Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation March 2015 - Present
Northern Trust March 2011 - Present
Northern Trust September 2007 - March 2011
Standard Bank & Trust Co. January 2005 - September 2007
Merrill Lynch June 2005 - August 2005
Skills
Financial Reporting, Asset Allocation, Asset Management, Banking, Finance, Financial Statements, Fixed Income, Hedge Funds, Investments, Management, Microsoft Excel, Mutual Funds, Negotiation, Options, Portfolio Management, Securities, Strategic Financial..., Wealth Management
Education
Saint Xavier University 2006 — 2007
Masters of Business Administration, Financial Planning
Saint Xavier University 2003 — 2006
Bachelors of Business Administration, Finance
Evergreen Park high school
Northern Trust Corporation March 2015 - Present
Northern Trust March 2011 - Present
Northern Trust September 2007 - March 2011
Standard Bank & Trust Co. January 2005 - September 2007
Merrill Lynch June 2005 - August 2005
Skills
Financial Reporting, Asset Allocation, Asset Management, Banking, Finance, Financial Statements, Fixed Income, Hedge Funds, Investments, Management, Microsoft Excel, Mutual Funds, Negotiation, Options, Portfolio Management, Securities, Strategic Financial..., Wealth Management
Education
Saint Xavier University 2006 — 2007
Masters of Business Administration, Financial Planning
Saint Xavier University 2003 — 2006
Bachelors of Business Administration, Finance
Evergreen Park high school
Val Kudry Val Kudry's Merrill Lynch Experience 2007 - 2008
Job Glidewell laboratories
Industry Health, Wellness and Fitness
Experience
Glidewell Laboratories May 2014 - Present
Microsoft March 2009 - January 2013
Merrill Lynch 2007 - 2008
Countrywide Financial Corporation 2002 - 2007
Countrywide 2001 - 2007
Teldata Solutions July 1996 - December 2000
Geonex December 1992 - July 1996
Skills
C#, SQL, C++, Software Development, Integration, .NET, Product Management, Project Management, Change Management, Analysis, Software Project..., Testing, SDLC, Agile Methodologies, Requirements Analysis
Education
Saint Petersburg State University 1979 — 1984
Master of Science (MS), Computer Science
Glidewell Laboratories May 2014 - Present
Microsoft March 2009 - January 2013
Merrill Lynch 2007 - 2008
Countrywide Financial Corporation 2002 - 2007
Countrywide 2001 - 2007
Teldata Solutions July 1996 - December 2000
Geonex December 1992 - July 1996
Skills
C#, SQL, C++, Software Development, Integration, .NET, Product Management, Project Management, Change Management, Analysis, Software Project..., Testing, SDLC, Agile Methodologies, Requirements Analysis
Education
Saint Petersburg State University 1979 — 1984
Master of Science (MS), Computer Science
Luke Seward's Merrill Lynch Experience January 2012 - June 2012
Job at
Industry Financial Services
Experience
Capital One Investing February 2015 - Present
The Meltzer Group December 2013 - 2014
Merrill Lynch January 2012 - June 2012
Skills
Management, Investments, Financial Companies, Marketability, Accounting, Portfolio Management, Finance, Mutual Funds, Analysis, Strategic Planning, Series 7, Risk Management, Marketing, Training, Public Speaking, Leadership, Customer Service, Team Building, Budgets
Education
University of Maryland College Park 2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration and Management
Salisbury University 2009 — 2010
Bachelor of Science (BS), Business Administration and Management
Capital One Investing February 2015 - Present
The Meltzer Group December 2013 - 2014
Merrill Lynch January 2012 - June 2012
Skills
Management, Investments, Financial Companies, Marketability, Accounting, Portfolio Management, Finance, Mutual Funds, Analysis, Strategic Planning, Series 7, Risk Management, Marketing, Training, Public Speaking, Leadership, Customer Service, Team Building, Budgets
Education
University of Maryland College Park 2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration and Management
Salisbury University 2009 — 2010
Bachelor of Science (BS), Business Administration and Management
Kevin Fitzmaurice, CISA, CRISC Kevin Fitzmaurice, CISA, CRISC's Merrill Lynch Experience October 2000 - January 2009
Job IT Risk Manager at Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
CIT Group March 2010 - August 2010
Merrill Lynch October 2000 - January 2009
Merrill Lynch June 1997 - October 2000
Merrill Lynch February 1995 - September 1997
Skills
Operational Risk, Risk Management, Risk Mitigation, IT Audit, Operational Risk..., IT Risk, Compliance, CISA, Risk Assessment, IT Governance, COBIT, Information Technology, Governance, Disaster Recovery, Security, Enterprise Risk..., PCI DSS, IT Management, Analysis, Financial Risk, Strategy, Banking, Business Continuity..., SDLC, Project Management, ITIL, Internal Controls, Business Continuity, IT Strategy, Business Process, Network Security, Auditing
Education
Saint Peter's University
BS, Computer Science
St. Peter's Prep
Bank of America September 2010 - Present
CIT Group March 2010 - August 2010
Merrill Lynch October 2000 - January 2009
Merrill Lynch June 1997 - October 2000
Merrill Lynch February 1995 - September 1997
Skills
Operational Risk, Risk Management, Risk Mitigation, IT Audit, Operational Risk..., IT Risk, Compliance, CISA, Risk Assessment, IT Governance, COBIT, Information Technology, Governance, Disaster Recovery, Security, Enterprise Risk..., PCI DSS, IT Management, Analysis, Financial Risk, Strategy, Banking, Business Continuity..., SDLC, Project Management, ITIL, Internal Controls, Business Continuity, IT Strategy, Business Process, Network Security, Auditing
Education
Saint Peter's University
BS, Computer Science
St. Peter's Prep
Denis Rodimer Denis Rodimer's Merrill Lynch Experience 1981 - 1998
Job North America Corporate Security Manger
Industry Mining & Metals
Experience
Gerdau January 2009 - December 2014
Franklin Templeton Investments 1997 - 2008
Merrill Lynch 1981 - 1998
Skills
Analysis, Business Continuity, Disaster Recovery, Training, Risk Assessment, Security, Leadership Development, Program Management, Leadership, Access, Team Building, Strategic Planning, Contract Management, Emergency Management, Management, Corporate Security, Private Investigations, Contract Negotiation, Operations Management
Education
St. Peter's College 1995 — 1997
Master of Business Administration (MBA), Business & MIS, 3.9
Seton Hall University 1973 — 1975
Bachelor's Degree, Education and Social Studies
Gerdau January 2009 - December 2014
Franklin Templeton Investments 1997 - 2008
Merrill Lynch 1981 - 1998
Skills
Analysis, Business Continuity, Disaster Recovery, Training, Risk Assessment, Security, Leadership Development, Program Management, Leadership, Access, Team Building, Strategic Planning, Contract Management, Emergency Management, Management, Corporate Security, Private Investigations, Contract Negotiation, Operations Management
Education
St. Peter's College 1995 — 1997
Master of Business Administration (MBA), Business & MIS, 3.9
Seton Hall University 1973 — 1975
Bachelor's Degree, Education and Social Studies
Alex Wight Alex Wight's Merrill Lynch Experience September 2011 - November 2011
Job Independent Advisor at Cetera Advisor Networks
Industry Insurance
Experience
Atlantic Pawn January 2015 - Present
Nationwide Insurance January 2013 - January 2015
ING Financial Partners July 2012 - December 2012
Walnut Street Securities November 2011 - July 2012
Merrill Lynch September 2011 - November 2011
Skills
Financial Planning, Public Speaking, Series 7, Life & Health Insurance..., Series 66, Series 63, Strategic Financial..., Property & Casualty..., Retirement Planning, 401k Rollovers, Uniform Combined State..., Portfolio Management
Education
Salisbury University 2008 — 2012
Bachelor of Science (B.S.), Finance
Atlantic Pawn January 2015 - Present
Nationwide Insurance January 2013 - January 2015
ING Financial Partners July 2012 - December 2012
Walnut Street Securities November 2011 - July 2012
Merrill Lynch September 2011 - November 2011
Skills
Financial Planning, Public Speaking, Series 7, Life & Health Insurance..., Series 66, Series 63, Strategic Financial..., Property & Casualty..., Retirement Planning, 401k Rollovers, Uniform Combined State..., Portfolio Management
Education
Salisbury University 2008 — 2012
Bachelor of Science (B.S.), Finance
Simon Clayton Simon Clayton's Merrill Lynch Experience April 2008 - July 2008
Job Community Outreach Manager
Industry Nonprofit Organization Management
Experience
Foundation for Financial Education January 2014 - Present
PNC May 2013 - January 2014
PNC August 2012 - May 2013
Beijing Priority Consultant February 2011 - June 2011
Merrill Lynch April 2008 - July 2008
Skills
Spanish, Chinese (Beginner), American Sign Language, Excellent Written and..., Microsoft Office Suite, Organizational..., Data Analysis, Public Speaking, Leadership, Financial Analysis, Microsoft Office, Integrated Marketing, Banking, Time Management, Community Outreach, Teaching, Customer Satisfaction, Customer Service, Customer Service..., Management, PowerPoint, Bank Management
Education
Saint Vincent College 2008 — 2012
Bachelor, Marketing
Tsinghua University 2011 — 2011
Study Abroad, Finance and Accounting
Foundation for Financial Education January 2014 - Present
PNC May 2013 - January 2014
PNC August 2012 - May 2013
Beijing Priority Consultant February 2011 - June 2011
Merrill Lynch April 2008 - July 2008
Skills
Spanish, Chinese (Beginner), American Sign Language, Excellent Written and..., Microsoft Office Suite, Organizational..., Data Analysis, Public Speaking, Leadership, Financial Analysis, Microsoft Office, Integrated Marketing, Banking, Time Management, Community Outreach, Teaching, Customer Satisfaction, Customer Service, Customer Service..., Management, PowerPoint, Bank Management
Education
Saint Vincent College 2008 — 2012
Bachelor, Marketing
Tsinghua University 2011 — 2011
Study Abroad, Finance and Accounting
Jeffrey D'Antonio Jeffrey D'Antonio's Merrill Lynch Experience June 2005 - September 2005
Job Account Executive at Mastech, Inc.
Industry Information Technology and Services
Experience
Mastech, Inc. October 2014 - Present
Carnegie Learning October 2008 - September 2014
Stryker 2004 - 2006
Merrill Lynch June 2005 - September 2005
Skills
Strategic Partnerships, Leadership, Sales, Sales Presentations, Salesforce.com, Marketing, Cold Calling, Account Management, Solution Selling, Customer Service, Sales Management, Business Development, Direct Sales, CRM, Sales Operations, Competitive Analysis, Marketing Strategy, New Business Development, Email Marketing, Building Relationships, Relationship Management, Staff Augmentation, Sales Prospecting, Staffing Services, Project Staffing, Sales Process, Sourcing, Software Solution Sales, Conducting Interviews, Interviewing Skills, Marketing Communications, Written & Oral...
Education
Saint Vincent College 2002 — 2007
Bachelor of Arts (BA), Communications & Marketing
Quaker Valley School District 1998 — 2002
High School
Mastech, Inc. October 2014 - Present
Carnegie Learning October 2008 - September 2014
Stryker 2004 - 2006
Merrill Lynch June 2005 - September 2005
Skills
Strategic Partnerships, Leadership, Sales, Sales Presentations, Salesforce.com, Marketing, Cold Calling, Account Management, Solution Selling, Customer Service, Sales Management, Business Development, Direct Sales, CRM, Sales Operations, Competitive Analysis, Marketing Strategy, New Business Development, Email Marketing, Building Relationships, Relationship Management, Staff Augmentation, Sales Prospecting, Staffing Services, Project Staffing, Sales Process, Sourcing, Software Solution Sales, Conducting Interviews, Interviewing Skills, Marketing Communications, Written & Oral...
Education
Saint Vincent College 2002 — 2007
Bachelor of Arts (BA), Communications & Marketing
Quaker Valley School District 1998 — 2002
High School
Kamila Lanewala Kamila Lanewala's Merrill Lynch Experience August 2009 - December 2009
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - October 2014
Merrill Lynch August 2009 - December 2009
Skills
VBA, Access, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Peachtree, Investments, Accounting, Account Reconciliation, Insurance, Management, Banking, Financial Analysis, Equities, Finance, Bonds, Financial Modeling, Financial Services, Risk Management
Education
Salisbury University - Perdue School of Business 2007 — 2010
Bachelors, Corporate Finance
Salisbury University 2006 — 2010
Bachelor's degree, Biology, General
Morgan Stanley January 2011 - October 2014
Merrill Lynch August 2009 - December 2009
Skills
VBA, Access, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Peachtree, Investments, Accounting, Account Reconciliation, Insurance, Management, Banking, Financial Analysis, Equities, Finance, Bonds, Financial Modeling, Financial Services, Risk Management
Education
Salisbury University - Perdue School of Business 2007 — 2010
Bachelors, Corporate Finance
Salisbury University 2006 — 2010
Bachelor's degree, Biology, General
Jenna Carroll's Merrill Lynch Experience July 1999 - Present
Job SVP, CFP and Financial Advisor with Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 1999 - Present
Merrill Lynch January 2011 - Present
Banc of America Investments July 1999 - October 2009
Morgan Stanley 1998 - 1999
Gruntal 1994 - 1998
Skills
Comprehensive Wealth..., Alternative Investments, Retirement Income..., Financial Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Securities, Uniform Combined State..., Retirement Planning, ETFs, Fixed Income, Asset Managment, Investment Advisory, Investment Strategies, FINRA
Education
The American College 2007 — 2008
CFP, Certified Financial Planner
University of Massachusetts, Amherst 1997 — 2000
MBA, Finance
Saint Michael's College 1988 — 1992
BS, Business Management
Merrill Lynch July 1999 - Present
Merrill Lynch January 2011 - Present
Banc of America Investments July 1999 - October 2009
Morgan Stanley 1998 - 1999
Gruntal 1994 - 1998
Skills
Comprehensive Wealth..., Alternative Investments, Retirement Income..., Financial Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Securities, Uniform Combined State..., Retirement Planning, ETFs, Fixed Income, Asset Managment, Investment Advisory, Investment Strategies, FINRA
Education
The American College 2007 — 2008
CFP, Certified Financial Planner
University of Massachusetts, Amherst 1997 — 2000
MBA, Finance
Saint Michael's College 1988 — 1992
BS, Business Management
Liz Funk Liz Funk's Merrill Lynch Experience 2005 - 2005
Job Merchandiser at Republic National Distributing Company
Industry Wine and Spirits
Experience
Republic National Distributing Company July 2009 - Present
Cellar Door Selections June 2007 - April 2009
Mike's Restaurant 2006 - 2008
Merrill Lynch 2005 - 2005
Education
Salisbury University - Perdue School of Business 2002 — 2006
BS, Marketing
Republic National Distributing Company July 2009 - Present
Cellar Door Selections June 2007 - April 2009
Mike's Restaurant 2006 - 2008
Merrill Lynch 2005 - 2005
Education
Salisbury University - Perdue School of Business 2002 — 2006
BS, Marketing
John G. Bruno's Merrill Lynch Experience May 2006 - August 2007
Job Executive Vice President; Enterprise Innovation & CIO at Aon
Industry Insurance
Experience
Aon September 2014 - Present
NCR Corporation November 2008 - August 2014
Goldman Sachs August 2007 - November 2008
Merrill Lynch May 2006 - August 2007
Cisco Systems June 1999 - November 2002
UPS August 1991 - June 1998
Skills
Cloud Computing, Vendor Management, IT Strategy, Enterprise Architecture, Integration, Enterprise Software, SDLC, SaaS, Data Center, Product Management, Business Analysis, Program Management, Disaster Recovery, Business Intelligence, Professional Services, Outsourcing, Cross-functional Team..., IT Management, Virtualization, Six Sigma, Software Project..., Telecommunications, ITIL, Infrastructure, Management, PMO, PMP, Pre-sales, Requirements Analysis, Service Delivery, Software Development, Strategy, Business Strategy, CEO Succession, Global Strategy
Education
Saint Peter's University 1992 — 1995
Business, Management, Marketing, and Related Support Services
Aon September 2014 - Present
NCR Corporation November 2008 - August 2014
Goldman Sachs August 2007 - November 2008
Merrill Lynch May 2006 - August 2007
Cisco Systems June 1999 - November 2002
UPS August 1991 - June 1998
Skills
Cloud Computing, Vendor Management, IT Strategy, Enterprise Architecture, Integration, Enterprise Software, SDLC, SaaS, Data Center, Product Management, Business Analysis, Program Management, Disaster Recovery, Business Intelligence, Professional Services, Outsourcing, Cross-functional Team..., IT Management, Virtualization, Six Sigma, Software Project..., Telecommunications, ITIL, Infrastructure, Management, PMO, PMP, Pre-sales, Requirements Analysis, Service Delivery, Software Development, Strategy, Business Strategy, CEO Succession, Global Strategy
Education
Saint Peter's University 1992 — 1995
Business, Management, Marketing, and Related Support Services
Mike Vandenbergh's Merrill Lynch Experience August 2012 - December 2012
Job Technical Recruiter at CES Staffing
Industry Staffing and Recruiting
Experience
CES Staffing February 2014 - Present
State Street August 2013 - February 2014
Saint Michael's College September 2009 - May 2013
Merrill Lynch August 2012 - December 2012
EnviroSpec August 2011 - October 2011
Basement Technologies July 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Time Management, Marketing, Sales
Education
Saint Michael's College 2009 — 2013
Bachelor of Arts (B.A.), Economics/ Finance Minor
Hanover High School 2005 — 2009
CES Staffing February 2014 - Present
State Street August 2013 - February 2014
Saint Michael's College September 2009 - May 2013
Merrill Lynch August 2012 - December 2012
EnviroSpec August 2011 - October 2011
Basement Technologies July 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Time Management, Marketing, Sales
Education
Saint Michael's College 2009 — 2013
Bachelor of Arts (B.A.), Economics/ Finance Minor
Hanover High School 2005 — 2009
Suma Raju Suma Raju's Merrill Lynch Experience 1995 - 1998
Job Founder & CEO of awardwinning startup creating educational apps for kids 412
Industry Online Media
Experience
Cognitive Kid, Inc. June 2010 - Present
Goldman Sachs August 2003 - July 2008
Goldman Sachs August 2003 - November 2006
Harvard Business School December 1999 - May 2001
Merrill Lynch 1995 - 1998
Skills
Start-ups, Investment Banking, Private Equity, Corporate Finance, Mobile Applications, Mobile Learning, Mobile Technology, elementary education..., Educational Technology, Game Design, Valuation, Mergers, Capital Markets, Financial Modeling, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Strategy
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance and Marketing
Tulane University - A.B. Freeman School of Business 1992 — 1995
BSM, Accounting and Finance
Salem College 1991 — 1992
Cognitive Kid, Inc. June 2010 - Present
Goldman Sachs August 2003 - July 2008
Goldman Sachs August 2003 - November 2006
Harvard Business School December 1999 - May 2001
Merrill Lynch 1995 - 1998
Skills
Start-ups, Investment Banking, Private Equity, Corporate Finance, Mobile Applications, Mobile Learning, Mobile Technology, elementary education..., Educational Technology, Game Design, Valuation, Mergers, Capital Markets, Financial Modeling, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Strategy
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance and Marketing
Tulane University - A.B. Freeman School of Business 1992 — 1995
BSM, Accounting and Finance
Salem College 1991 — 1992
Debi Raine, CMA Debi Raine, CMA's Merrill Lynch Experience May 2007 - March 2011
Job Senior Financial Analyst at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group March 2011 - Present
Merrill Lynch May 2007 - March 2011
RBC Dexia Investor Services February 2006 - May 2007
Skills
Accounting, Securitization, Financial Analysis, Mortgage Lending, Finance, Financial Modeling, Equities, Financial Reporting, Mutual Funds, Valuation
Education
CMA Ontario 2009 — 2012
CMA, Accounting
Saint Mary's University 2001 — 2005
BComm, Accounting
BMO Financial Group March 2011 - Present
Merrill Lynch May 2007 - March 2011
RBC Dexia Investor Services February 2006 - May 2007
Skills
Accounting, Securitization, Financial Analysis, Mortgage Lending, Finance, Financial Modeling, Equities, Financial Reporting, Mutual Funds, Valuation
Education
CMA Ontario 2009 — 2012
CMA, Accounting
Saint Mary's University 2001 — 2005
BComm, Accounting
Marc Cosgrove's Merrill Lynch Experience December 1993 - Present
Job Senior Vice PresidentSenior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1993 - Present
Skills
Fixed Income, Securities, Portfolio Management, 401k, Mortgage Lending, Forwards, Deferred Compensation, Series 7, Equities, Series 63, Wealth Management, Investments, Alternative Investments, Retirement Planning, Asset Managment, Hedge Funds, IRAs, Mutual Funds, Strategic Financial..., Investment Advisory, Investment Banking, Capital Markets, Derivatives, Financial Advisory, Fixed Annuities, Life Insurance, Asset Allocation, Private Equity, Financial Management..., High Net Worth..., Wealth Management..., Options, Financial Services, Uniform Combined State..., Financial Markets, Asset Management, Finance, Strategy, Investment Strategies, Bonds, Estate Planning, ETFs, Retirement, Cash Management, Series 65, Bloomberg, Investment Management, Equity Trading
Education
Saint Peter's University
Bachelor of Science
Merrill Lynch December 1993 - Present
Skills
Fixed Income, Securities, Portfolio Management, 401k, Mortgage Lending, Forwards, Deferred Compensation, Series 7, Equities, Series 63, Wealth Management, Investments, Alternative Investments, Retirement Planning, Asset Managment, Hedge Funds, IRAs, Mutual Funds, Strategic Financial..., Investment Advisory, Investment Banking, Capital Markets, Derivatives, Financial Advisory, Fixed Annuities, Life Insurance, Asset Allocation, Private Equity, Financial Management..., High Net Worth..., Wealth Management..., Options, Financial Services, Uniform Combined State..., Financial Markets, Asset Management, Finance, Strategy, Investment Strategies, Bonds, Estate Planning, ETFs, Retirement, Cash Management, Series 65, Bloomberg, Investment Management, Equity Trading
Education
Saint Peter's University
Bachelor of Science
Troy Armenti Troy Armenti's Merrill Lynch Experience June 1996 - June 1997
Job District Sales Manager at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim May 2014 - Present
Boehringer Ingelheim January 2012 - May 2014
Actelion Pharmaceuticals February 2010 - January 2012
Morgan Stanley Smith Barney November 2009 - February 2010
Boehringer Ingelheim Pharmaceuticals June 2007 - October 2009
Boehringer Ingelheim Pharmaceuticals September 2002 - June 2007
Boehringer Ingelheim Pharmaceuticals January 1999 - August 2002
Boehringer Ingelheim Pharmaceuticals August 1997 - January 1999
Merrill Lynch June 1996 - June 1997
Skills
Managed Care, Hospitals, Territory, Healthcare, Pharmaceuticals, Hypertension, Clinical, Urology, Pharmaceutical Sales, Therapeutic areas, Cardiology, Neurology, Sales Management, Selling, Team Building, Orthopedics, Account Management, Cross-functional Team..., Customer Relations, Strategic Planning, Rheumatology, Biotechnology, Product Launches, Business Planning, Market Analysis, Budgeting, Coaching, Pulmonology, Team Leadership, Teamwork, Endocrinology, Team Management, Pharmaceutical Industry, Sales Operations, Allergy, Hospital Sales, Key Account Management, Clinical Research, Budgets, Medical Devices, Orthopedic, Product Launch, Psychiatry, Sales Effectiveness, Sales Force Development, Sales Presentations, Selling Skills, Therapeutic Areas, Sales
Education
Salisbury University 1993 — 1996
B.A, Communications; Marketing
Boehringer Ingelheim May 2014 - Present
Boehringer Ingelheim January 2012 - May 2014
Actelion Pharmaceuticals February 2010 - January 2012
Morgan Stanley Smith Barney November 2009 - February 2010
Boehringer Ingelheim Pharmaceuticals June 2007 - October 2009
Boehringer Ingelheim Pharmaceuticals September 2002 - June 2007
Boehringer Ingelheim Pharmaceuticals January 1999 - August 2002
Boehringer Ingelheim Pharmaceuticals August 1997 - January 1999
Merrill Lynch June 1996 - June 1997
Skills
Managed Care, Hospitals, Territory, Healthcare, Pharmaceuticals, Hypertension, Clinical, Urology, Pharmaceutical Sales, Therapeutic areas, Cardiology, Neurology, Sales Management, Selling, Team Building, Orthopedics, Account Management, Cross-functional Team..., Customer Relations, Strategic Planning, Rheumatology, Biotechnology, Product Launches, Business Planning, Market Analysis, Budgeting, Coaching, Pulmonology, Team Leadership, Teamwork, Endocrinology, Team Management, Pharmaceutical Industry, Sales Operations, Allergy, Hospital Sales, Key Account Management, Clinical Research, Budgets, Medical Devices, Orthopedic, Product Launch, Psychiatry, Sales Effectiveness, Sales Force Development, Sales Presentations, Selling Skills, Therapeutic Areas, Sales
Education
Salisbury University 1993 — 1996
B.A, Communications; Marketing
Joseph Gallo Joseph Gallo's Merrill Lynch Experience May 1985 - December 1988
Job Director, Global IT Risk Manager at Philips
Industry Information Technology and Services
Experience
Philips April 2014 - Present
NYC Health and Hospitals Corporation December 2011 - April 2014
Credit Suisse September 2003 - November 2011
NYC Health and Hospitals Corporation November 2001 - August 2003
Anadigics April 1998 - September 2001
Children's Specialized Hospital April 1996 - April 1998
Chase Manhattan Corporation August 1990 - April 1996
American Express December 1988 - August 1990
Merrill Lynch May 1985 - December 1988
Skills
COBIT, ITIL, SDLC, Risk Management, Disaster Recovery, Strategy, Governance, Integration, IT Service Management, Project Management, Process Improvement, Visio, Data Center, Cross-functional Team..., Security, Enterprise Architecture, PMO, Program Management, Management, Outsourcing, Project Portfolio..., IT Risk Management, HIPAA, MS Project, Information Technology, Quality Assurance, IT Project & Program..., IT Strategy, Requirements Analysis, Access, Databases, Business Analysis, Project Planning, Analysis, Enterprise Software, Leadership, SQL, SharePoint, Team Building, Information Security, IT Management, Business Continuity, ERP, PMP, Change Management, Telecommunications, Business Process..., IT Operations, Vendor Management, Risk Assessment
Education
Saint Peter's University 1981 — 1986
BS, Computer Science
Philips April 2014 - Present
NYC Health and Hospitals Corporation December 2011 - April 2014
Credit Suisse September 2003 - November 2011
NYC Health and Hospitals Corporation November 2001 - August 2003
Anadigics April 1998 - September 2001
Children's Specialized Hospital April 1996 - April 1998
Chase Manhattan Corporation August 1990 - April 1996
American Express December 1988 - August 1990
Merrill Lynch May 1985 - December 1988
Skills
COBIT, ITIL, SDLC, Risk Management, Disaster Recovery, Strategy, Governance, Integration, IT Service Management, Project Management, Process Improvement, Visio, Data Center, Cross-functional Team..., Security, Enterprise Architecture, PMO, Program Management, Management, Outsourcing, Project Portfolio..., IT Risk Management, HIPAA, MS Project, Information Technology, Quality Assurance, IT Project & Program..., IT Strategy, Requirements Analysis, Access, Databases, Business Analysis, Project Planning, Analysis, Enterprise Software, Leadership, SQL, SharePoint, Team Building, Information Security, IT Management, Business Continuity, ERP, PMP, Change Management, Telecommunications, Business Process..., IT Operations, Vendor Management, Risk Assessment
Education
Saint Peter's University 1981 — 1986
BS, Computer Science
Jeffrey Byrnes's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor At Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Self Employed December 2012 - Present
Salisbury University August 2011 - May 2015
Eric Davis Property Management January 2014 - January 2015
Merrill Lynch June 2014 - August 2014
Golf Galaxy 2011 - 2013
Skills
Social Media Marketing, Personal Finance, Corporate Finance, Investments, Marketing Communications, Computer Information..., Marketing Information..., Direct Sales, Direct Marketing, Outstanding time..., Personal Development, Leadership, Time Management, Entrepreneurship, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking, Teamwork
Education
Salisbury University - Perdue School of Business 2011 — 2015
Bachelor of Science (BS), Finance and Information Systems, Junior
Our Lady of Good Counsel High School 2007 — 2011
Merrill Lynch June 2015 - Present
Self Employed December 2012 - Present
Salisbury University August 2011 - May 2015
Eric Davis Property Management January 2014 - January 2015
Merrill Lynch June 2014 - August 2014
Golf Galaxy 2011 - 2013
Skills
Social Media Marketing, Personal Finance, Corporate Finance, Investments, Marketing Communications, Computer Information..., Marketing Information..., Direct Sales, Direct Marketing, Outstanding time..., Personal Development, Leadership, Time Management, Entrepreneurship, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking, Teamwork
Education
Salisbury University - Perdue School of Business 2011 — 2015
Bachelor of Science (BS), Finance and Information Systems, Junior
Our Lady of Good Counsel High School 2007 — 2011
Jacklyn Evans Jacklyn Evans's Merrill Lynch Experience September 2012 - December 2012
Job Associate Manager at Embers & Blu Crabhouse and Raw Bar
Industry Marketing and Advertising
Experience
Embers & Blu Crabhouse and Raw Bar May 2014 - Present
Ember's Restaurant March 2007 - May 2014
Kay Jewelers October 2013 - March 2014
Salisbury University January 2009 - December 2013
Merrill Lynch September 2012 - December 2012
Education
Salisbury University 2009 — 2013
Bachelor of Science (BS), Marketing
Embers & Blu Crabhouse and Raw Bar May 2014 - Present
Ember's Restaurant March 2007 - May 2014
Kay Jewelers October 2013 - March 2014
Salisbury University January 2009 - December 2013
Merrill Lynch September 2012 - December 2012
Education
Salisbury University 2009 — 2013
Bachelor of Science (BS), Marketing
Sandeep Singhal Sandeep Singhal's Merrill Lynch Experience 2005 - May 2008
Job Consultant Loan IQ at Wachovia, A Wells Fargo Company
Industry Computer Software
Experience
Wachovia, A Wells Fargo Company May 2010 - Present
Merrill Lynch 2005 - May 2008
Credit Suisse 2000 - 2005
Lehman Brothers 1990 - 2000
Skills
C#, Sybase, SQL, C++, Fixed Income
Education
Saint Peter's University
BS, Compuer Science
Wachovia, A Wells Fargo Company May 2010 - Present
Merrill Lynch 2005 - May 2008
Credit Suisse 2000 - 2005
Lehman Brothers 1990 - 2000
Skills
C#, Sybase, SQL, C++, Fixed Income
Education
Saint Peter's University
BS, Compuer Science
Cheryl Larino Cheryl Larino's Merrill Lynch Experience 2006 - 2009
Job Executive Assistant to the President Campus Eye Group
Industry Hospital & Health Care
Experience
Campus Eye Group October 2014 - Present
Burlington Stores (BURL on NYSE) April 2013 - January 2015
Aricent Group June 2011 - April 2013
Rosetta May 2010 - May 2011
CB Richard Ellis March 2010 - May 2010
Novo Nordisk Inc. / Kelly Services February 2010 - March 2010
Merrill Lynch / Bank of America 2006 - 2009
Merrill Lynch 2006 - 2009
Pace Press, Inc. October 1999 - January 2006
Skills
Outlook, Excel, Administrative Support, PowerPoint, Word, Management, Administrative..., Time Management, Microsoft Word, Finance, Microsoft Excel, Team Management, Teamwork, Customer Service, Visio, Microsoft Office, Strategic Planning, Budgets, Access, Process Improvement, Leadership, Analysis, Human Resources, Project Planning, Project Management, System Administration, SharePoint, Lotus Notes, Financial Reporting, Business Analysis, Program Management, Vendor Management
Education
Saint Peter's University 1992 — 1994
N/A, Computer and Information Systems
St. Dominic Academy 1980 — 1984
HS, All
Campus Eye Group October 2014 - Present
Burlington Stores (BURL on NYSE) April 2013 - January 2015
Aricent Group June 2011 - April 2013
Rosetta May 2010 - May 2011
CB Richard Ellis March 2010 - May 2010
Novo Nordisk Inc. / Kelly Services February 2010 - March 2010
Merrill Lynch / Bank of America 2006 - 2009
Merrill Lynch 2006 - 2009
Pace Press, Inc. October 1999 - January 2006
Skills
Outlook, Excel, Administrative Support, PowerPoint, Word, Management, Administrative..., Time Management, Microsoft Word, Finance, Microsoft Excel, Team Management, Teamwork, Customer Service, Visio, Microsoft Office, Strategic Planning, Budgets, Access, Process Improvement, Leadership, Analysis, Human Resources, Project Planning, Project Management, System Administration, SharePoint, Lotus Notes, Financial Reporting, Business Analysis, Program Management, Vendor Management
Education
Saint Peter's University 1992 — 1994
N/A, Computer and Information Systems
St. Dominic Academy 1980 — 1984
HS, All
Anthony Marchitto's Merrill Lynch Experience January 1992 - March 2003
Job Fixed Income Professional
Industry Capital Markets
Experience
Rosenthal Collins Capital Markets LLC June 2009 - March 2015
Credit Suisse January 2007 - March 2009
Rosenthal Collins Group March 2003 - December 2006
Merrill Lynch January 1992 - March 2003
Merrill Lynch January 1988 - December 1991
Merrill Lynch August 1986 - December 1987
Skills
Fixed Income, Electronic Trading, Trading, Bloomberg, Capital Markets, Options, Investments, Trading Systems, Securities, Derivatives, Bonds, Proprietary Trading, Hedging, Financial Markets, Risk Management, Market Risk, Finance
Education
Saint Peter's University 1981 — 1986
BS MARKETING
St Peters Prep 1977 — 1981
Rosenthal Collins Capital Markets LLC June 2009 - March 2015
Credit Suisse January 2007 - March 2009
Rosenthal Collins Group March 2003 - December 2006
Merrill Lynch January 1992 - March 2003
Merrill Lynch January 1988 - December 1991
Merrill Lynch August 1986 - December 1987
Skills
Fixed Income, Electronic Trading, Trading, Bloomberg, Capital Markets, Options, Investments, Trading Systems, Securities, Derivatives, Bonds, Proprietary Trading, Hedging, Financial Markets, Risk Management, Market Risk, Finance
Education
Saint Peter's University 1981 — 1986
BS MARKETING
St Peters Prep 1977 — 1981
Emilie Jacumin-Simmons Emilie Jacumin-Simmons's Merrill Lynch Experience August 1983 - September 1987
Job Draughn/Patton High Schools EC Teacher
Industry Higher Education
Experience
Burke County Public Schools August 2015 - Present
Burke County Public Schools (North Carolina) July 2014 - July 2015
Forsyth County Schools (Georgia) November 2010 - June 2014
Forsyth County Schools (Georgia) November 2010 - May 2011
Professional Planning Associates August 1990 - August 1992
Merrill Lynch August 1983 - September 1987
Skills
Curriculum Design, Curriculum Development, Special Education, English Language Arts, Teaching Reading, Classroom Management, Differentiated..., Language Arts, Middle School, Literacy, Instructional Technology, Educational Technology, Elementary Education, Classroom, K-12, Lesson Planning, Community Outreach, Public Speaking, Teaching
Education
North Georgia College and State University 2009 — 2011
Master of Arts (M.A.), Special Education and Teaching
Salem College 1979 — 1982
Bachelor of Arts (B.A.), Arts Management, Graduated
University of North Carolina at Chapel Hill 1978 — 1979
Burke County Public Schools August 2015 - Present
Burke County Public Schools (North Carolina) July 2014 - July 2015
Forsyth County Schools (Georgia) November 2010 - June 2014
Forsyth County Schools (Georgia) November 2010 - May 2011
Professional Planning Associates August 1990 - August 1992
Merrill Lynch August 1983 - September 1987
Skills
Curriculum Design, Curriculum Development, Special Education, English Language Arts, Teaching Reading, Classroom Management, Differentiated..., Language Arts, Middle School, Literacy, Instructional Technology, Educational Technology, Elementary Education, Classroom, K-12, Lesson Planning, Community Outreach, Public Speaking, Teaching
Education
North Georgia College and State University 2009 — 2011
Master of Arts (M.A.), Special Education and Teaching
Salem College 1979 — 1982
Bachelor of Arts (B.A.), Arts Management, Graduated
University of North Carolina at Chapel Hill 1978 — 1979
Renee Henning, MBA's Merrill Lynch Experience December 1999 - June 2001
Job District Sales Manager
Industry Textiles
Experience
Bernina of America/ Brewer Division April 2013 - Present
Quilts for Kids, Inc. June 2012 - Present
JPMorgan Chase August 2012 - March 2013
Prudential Insurance Company of America, Newark, NJ September 2010 - June 2011
UBS Financial Services, Inc October 2008 - June 2010
Wachovia Securities June 2001 - September 2008
Merrill Lynch December 1999 - June 2001
CNG Financial August 1998 - December 1999
Skills
Wealth Management, Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, Asset Management, Financial Services, Financial Advisory, Leadership, Estate Planning, Strategic Planning, CRM, Management, Strategic Financial..., Investment Advisory, Financial Planners, Finance, Asset Allocation, Retirement, 401k, Relationship Management, Series 63, Series 7, IRAs, Securities
Education
Saint Xavier University
Master of Business Administration (MBA), Financial Planning
Southern Illinois University, Carbondale
Bachelor of Science (BS), Speech Communication and Public Relations
Bernina of America/ Brewer Division April 2013 - Present
Quilts for Kids, Inc. June 2012 - Present
JPMorgan Chase August 2012 - March 2013
Prudential Insurance Company of America, Newark, NJ September 2010 - June 2011
UBS Financial Services, Inc October 2008 - June 2010
Wachovia Securities June 2001 - September 2008
Merrill Lynch December 1999 - June 2001
CNG Financial August 1998 - December 1999
Skills
Wealth Management, Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, Asset Management, Financial Services, Financial Advisory, Leadership, Estate Planning, Strategic Planning, CRM, Management, Strategic Financial..., Investment Advisory, Financial Planners, Finance, Asset Allocation, Retirement, 401k, Relationship Management, Series 63, Series 7, IRAs, Securities
Education
Saint Xavier University
Master of Business Administration (MBA), Financial Planning
Southern Illinois University, Carbondale
Bachelor of Science (BS), Speech Communication and Public Relations
Sharon Griffin-Rogers Sharon Griffin-Rogers's Merrill Lynch Experience August 2006 - November 2009
Job Contact Specialist at Carrington Mortgage Services
Industry Financial Services
Experience
Citi May 2012 - Present
Toastmasters International June 2009 - December 2009
Merrill Lynch August 2006 - November 2009
Corporate Services January 2006 - November 2009
Merrill Lynch January 2006 - November 2009
Merrill Lynch November 1989 - November 2009
Merrill Lynch November 1989 - November 2009
Merrill Lynch 1989 - 2009
Merrill Lynch January 2001 - January 2003
Information Data Services Group January 2000 - January 2001
Skills
Vendor Management, Risk Management, Relationship Management, Leadership, Management, Team Building, Finance, Banking, Process Improvement, Integration, Strategic Planning, Change Management, Financial Services, Training, Software Documentation, Talent Management, Disaster Recovery, Business Process..., Mergers & Acquisitions, Portfolio Management, Program Management, Governance, Budgets, SDLC, Strategy, Financial Analysis, Cross-functional Team..., CRM, Business Process, Analysis, PMO, Outsourcing, Time Management, Project Management, Data Center, Project Portfolio..., Team Leadership, IT Strategy, Operations Management, Business Planning, Insurance, Purchasing Processes, Executive Management, Auditing, Customer Satisfaction, Coaching, Business Development, Management Consulting, Sourcing
Education
Saint Peter's University 1999 — 2001
Bernard M. Baruch College
Institute of Management & Administration
State of New York
Notary Public
Citi May 2012 - Present
Toastmasters International June 2009 - December 2009
Merrill Lynch August 2006 - November 2009
Corporate Services January 2006 - November 2009
Merrill Lynch January 2006 - November 2009
Merrill Lynch November 1989 - November 2009
Merrill Lynch November 1989 - November 2009
Merrill Lynch 1989 - 2009
Merrill Lynch January 2001 - January 2003
Information Data Services Group January 2000 - January 2001
Skills
Vendor Management, Risk Management, Relationship Management, Leadership, Management, Team Building, Finance, Banking, Process Improvement, Integration, Strategic Planning, Change Management, Financial Services, Training, Software Documentation, Talent Management, Disaster Recovery, Business Process..., Mergers & Acquisitions, Portfolio Management, Program Management, Governance, Budgets, SDLC, Strategy, Financial Analysis, Cross-functional Team..., CRM, Business Process, Analysis, PMO, Outsourcing, Time Management, Project Management, Data Center, Project Portfolio..., Team Leadership, IT Strategy, Operations Management, Business Planning, Insurance, Purchasing Processes, Executive Management, Auditing, Customer Satisfaction, Coaching, Business Development, Management Consulting, Sourcing
Education
Saint Peter's University 1999 — 2001
Bernard M. Baruch College
Institute of Management & Administration
State of New York
Notary Public
Lou Matos Lou Matos's Merrill Lynch Experience March 1996 - July 2001
Job Senior Loan Advisor at Residential Mortgage Services, Inc
Industry Banking
Experience
Residential Mortgage Services, Inc. -- NMLS # 9747 June 2014 - Present
First Eastern Mortgage December 2009 - May 2014
Rotatry 2008 - 2011
Rotatry 2008 - 2011
First Horizon Home Loans March 2008 - February 2010
Southcoast Mortgage & Investment Corp. July 2002 - March 2008
Merrill Lynch March 1996 - July 2001
Skills
Mortgage Lending, Construction Loans, Rehab Loans, Complex Financing, Private lending, Portuguese speaking, Spanish speaking, Investment lending..., Mass Housing, 100% Financing, VA Loans, FHA financing, USDA Rural Housing
Education
University of Massachusetts Dartmouth 1987 — 1992
Finance
Salem State College 1986 — 1988
BA
Residential Mortgage Services, Inc. -- NMLS # 9747 June 2014 - Present
First Eastern Mortgage December 2009 - May 2014
Rotatry 2008 - 2011
Rotatry 2008 - 2011
First Horizon Home Loans March 2008 - February 2010
Southcoast Mortgage & Investment Corp. July 2002 - March 2008
Merrill Lynch March 1996 - July 2001
Skills
Mortgage Lending, Construction Loans, Rehab Loans, Complex Financing, Private lending, Portuguese speaking, Spanish speaking, Investment lending..., Mass Housing, 100% Financing, VA Loans, FHA financing, USDA Rural Housing
Education
University of Massachusetts Dartmouth 1987 — 1992
Finance
Salem State College 1986 — 1988
BA
Erik Haversang Erik Haversang's Merrill Lynch Experience September 2010 - December 2010
Job Fire Unit Chief at Saint Michael's College Fire and Rescue
Industry Public Safety
Experience
Saint Michael's College Fire and Rescue, Inc. August 2015 - Present
Saint Michael's Fire and Rescue September 2007 - Present
Keurig Green Mountain, Inc. June 2014 - August 2015
Saint Michael's College Fire and Rescue April 2011 - August 2015
Burton Snowboards August 2011 - June 2014
Saint Michael's College May 2009 - July 2013
Saint Michael's College Fire and Rescue, Inc. April 2010 - April 2011
Merrill Lynch September 2010 - December 2010
Torter Corporation May 2009 - August 2010
Saint Michael's College Fire and Rescue, Inc. April 2009 - April 2010
Skills
Microsoft Office, SAP, Word, Excel, PowerPoint, Customer Service, Outlook, Problem Solving, Supervisory Skills, Public Speaking, Planning, Social Media, Administration, Teamwork, Leadership Development, Customer Relations, Public Relations, Inventory Management, Budgeting, Analysis, Coaching, Team Leadership, Logistics, Natioanl Registry EMT, Firefighter 1 Certified, AED, Cpr Certified, Budgets, Microsoft Word, Microsoft Excel, Rescue, Hazardous Materials, Management, CPR Certified
Education
Saint Michael's College 2007 — 2011
Business, Finance Minor
Saint Michael's College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Saint Michael's College Fire and Rescue, Inc. August 2015 - Present
Saint Michael's Fire and Rescue September 2007 - Present
Keurig Green Mountain, Inc. June 2014 - August 2015
Saint Michael's College Fire and Rescue April 2011 - August 2015
Burton Snowboards August 2011 - June 2014
Saint Michael's College May 2009 - July 2013
Saint Michael's College Fire and Rescue, Inc. April 2010 - April 2011
Merrill Lynch September 2010 - December 2010
Torter Corporation May 2009 - August 2010
Saint Michael's College Fire and Rescue, Inc. April 2009 - April 2010
Skills
Microsoft Office, SAP, Word, Excel, PowerPoint, Customer Service, Outlook, Problem Solving, Supervisory Skills, Public Speaking, Planning, Social Media, Administration, Teamwork, Leadership Development, Customer Relations, Public Relations, Inventory Management, Budgeting, Analysis, Coaching, Team Leadership, Logistics, Natioanl Registry EMT, Firefighter 1 Certified, AED, Cpr Certified, Budgets, Microsoft Word, Microsoft Excel, Rescue, Hazardous Materials, Management, CPR Certified
Education
Saint Michael's College 2007 — 2011
Business, Finance Minor
Saint Michael's College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Michele Stamatiou, CPA Michele Stamatiou, CPA's Merrill Lynch Experience 1997 - 1999
Job Vice President, Corporate Financial Reporting/Quality Review
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase July 2012 - February 2015
Broadridge 2007 - May 2012
Con Edison 2004 - 2007
Goldman Sachs 2003 - 2004
Lehman Brothers 2000 - 2003
Merrill Lynch 1997 - 1999
Skills
Finance, Forecasting, Mergers & Acquisitions, Financial Analysis, Accounting, Financial Reporting, Corporate Finance, Consolidation, Auditing, Leadership, Team Building, Banking, Mergers, Cash Management, Analysis, Process Improvement, Budgets
Education
Saint Peter's University
MBA, With a focus on Accounting/Finance
Saint Peter's University
BS, Accounting
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase July 2012 - February 2015
Broadridge 2007 - May 2012
Con Edison 2004 - 2007
Goldman Sachs 2003 - 2004
Lehman Brothers 2000 - 2003
Merrill Lynch 1997 - 1999
Skills
Finance, Forecasting, Mergers & Acquisitions, Financial Analysis, Accounting, Financial Reporting, Corporate Finance, Consolidation, Auditing, Leadership, Team Building, Banking, Mergers, Cash Management, Analysis, Process Improvement, Budgets
Education
Saint Peter's University
MBA, With a focus on Accounting/Finance
Saint Peter's University
BS, Accounting
Wendy Haughwout Wendy Haughwout's Merrill Lynch Experience May 2010 - November 2010
Job Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc November 2010 - Present
Snowden Lane Partners September 2014 - April 2015
Merrill Lynch May 2010 - November 2010
Education
Salisbury University 2002 — 2006
Bachelor of Arts (BA), Political Science and Government
UBS Financial Services, Inc November 2010 - Present
Snowden Lane Partners September 2014 - April 2015
Merrill Lynch May 2010 - November 2010
Education
Salisbury University 2002 — 2006
Bachelor of Arts (BA), Political Science and Government
Alison Tingle Alison Tingle's Merrill Lynch Experience June 2012 - August 2012
Job Client Relations HBA at Edward Jones Investments
Industry Financial Services
Experience
Edward Jones August 2015 - Present
Edward Jones January 2015 - July 2015
Edward Jones September 2014 - January 2015
Edward Jones March 2011 - September 2014
Business Economic and Community Outreach Network (BEACON) at Salisbury University August 2013 - August 2014
Harrington Raceway & Casino May 2010 - March 2014
Merrill Lynch June 2012 - August 2012
Skills
Team Leadership, Writing Skills, Microsoft Office, Social Media, Organization, Multi-tasked, Clerical Work, Analysis, Finance, Access, PowerPoint, Teamwork, Financial Analysis, Leadership, Microsoft Word, Microsoft Excel, Research, Public Speaking, Customer Service, Time Management
Education
Salisbury University - Perdue School of Business 2013 — 2014
Master of Business Administration (MBA), 3.95
Salisbury University - Perdue School of Business 2010 — 2013
BS, Finance- Financial Planning, 3.903
Edward Jones August 2015 - Present
Edward Jones January 2015 - July 2015
Edward Jones September 2014 - January 2015
Edward Jones March 2011 - September 2014
Business Economic and Community Outreach Network (BEACON) at Salisbury University August 2013 - August 2014
Harrington Raceway & Casino May 2010 - March 2014
Merrill Lynch June 2012 - August 2012
Skills
Team Leadership, Writing Skills, Microsoft Office, Social Media, Organization, Multi-tasked, Clerical Work, Analysis, Finance, Access, PowerPoint, Teamwork, Financial Analysis, Leadership, Microsoft Word, Microsoft Excel, Research, Public Speaking, Customer Service, Time Management
Education
Salisbury University - Perdue School of Business 2013 — 2014
Master of Business Administration (MBA), 3.95
Salisbury University - Perdue School of Business 2010 — 2013
BS, Finance- Financial Planning, 3.903
Kal Attia Kal Attia's Merrill Lynch Experience January 2000 - May 2001
Job Broker Executive at CareFirst BlueCross BlueShield
Industry Insurance
Experience
CareFirst BlueCross BlueShield December 2013 - Present
UnitedHealthcare February 2011 - December 2013
Paychex May 2010 - February 2011
Priority Insurance Group September 2004 - May 2010
UGA October 2002 - September 2004
UGA September 2001 - October 2002
Merrill Lynch January 2000 - May 2001
Skills
Health Insurance, Benefits, Customer Relations, Sales Management, Healthcare, Team Leadership, Term Life Insurance, Employee Benefits, Customer Service, Insurance, Health Savings Accounts, Life Insurance, Long-term Care, Sales, Strategy, Leadership, Training, CRM
Education
Salisbury University - Perdue School of Business 1997 — 2001
Business, Finance
CareFirst BlueCross BlueShield December 2013 - Present
UnitedHealthcare February 2011 - December 2013
Paychex May 2010 - February 2011
Priority Insurance Group September 2004 - May 2010
UGA October 2002 - September 2004
UGA September 2001 - October 2002
Merrill Lynch January 2000 - May 2001
Skills
Health Insurance, Benefits, Customer Relations, Sales Management, Healthcare, Team Leadership, Term Life Insurance, Employee Benefits, Customer Service, Insurance, Health Savings Accounts, Life Insurance, Long-term Care, Sales, Strategy, Leadership, Training, CRM
Education
Salisbury University - Perdue School of Business 1997 — 2001
Business, Finance
Jamie Matos Jamie Matos's Merrill Lynch Experience September 2004 - March 2009
Job Vice President, ABN AMRO
Industry Financial Services
Experience
ABN AMRO Bank N.V. November 2013 - Present
Rabobank Utrecht May 2011 - October 2013
Bank of America Merrill Lynch March 2009 - May 2011
Merrill Lynch September 2004 - March 2009
Merrill Lynch April 2002 - September 2004
Global Crossing April 2000 - April 2002
UBM plc April 1998 - April 2000
Skills
Commodities, Soft Commodities, Oil&Gas, Risk Management, Credit Risk, Credit Analysis, Financial Modeling, Financial Analysis, Valuation, Credit, Financial Structuring, Derivatives, Portfolio Management, Financial Risk, Trading, Structured Finance, Capital Markets, Underwriting, Asset Based Lending, Trade Finance, ISDA, Commodity, Bloomberg, Leveraged Finance, Banking, Loans, Finance, Corporate Finance
Education
Saint Peter's University 1993 — 1998
Bachelor of Science, Economics
ABN AMRO Bank N.V. November 2013 - Present
Rabobank Utrecht May 2011 - October 2013
Bank of America Merrill Lynch March 2009 - May 2011
Merrill Lynch September 2004 - March 2009
Merrill Lynch April 2002 - September 2004
Global Crossing April 2000 - April 2002
UBM plc April 1998 - April 2000
Skills
Commodities, Soft Commodities, Oil&Gas, Risk Management, Credit Risk, Credit Analysis, Financial Modeling, Financial Analysis, Valuation, Credit, Financial Structuring, Derivatives, Portfolio Management, Financial Risk, Trading, Structured Finance, Capital Markets, Underwriting, Asset Based Lending, Trade Finance, ISDA, Commodity, Bloomberg, Leveraged Finance, Banking, Loans, Finance, Corporate Finance
Education
Saint Peter's University 1993 — 1998
Bachelor of Science, Economics
Patrick Bonanno's Merrill Lynch Experience June 2008 - August 2008
Job Regional Vice President Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. November 2014 - Present
VMTurbo May 2014 - November 2014
AllianceBernstein September 2011 - April 2014
AllianceBernstein September 2010 - September 2011
Metropolitan Funding Corp January 2010 - September 2010
Banc of America Securities June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Salisbury University 2007 — 2009
B.S., Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Political Science
Chaminade High School 2000 — 2004
Advisors Asset Management, Inc. November 2014 - Present
VMTurbo May 2014 - November 2014
AllianceBernstein September 2011 - April 2014
AllianceBernstein September 2010 - September 2011
Metropolitan Funding Corp January 2010 - September 2010
Banc of America Securities June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Salisbury University 2007 — 2009
B.S., Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Political Science
Chaminade High School 2000 — 2004
Benjamin Lessard's Merrill Lynch Experience May 2012 - August 2012
Job Small Business Consultant at ADP
Industry Financial Services
Experience
ADP August 2013 - Present
Enthuse January 2013 - December 2013
Merrill Lynch May 2012 - August 2012
Saint Michael's College September 2009 - May 2012
Saint Michael's College 2009 - 2012
United States Soccer Federation 2006 - 2009
Education
Saint Michael's College 2009 — 2013
Bachelor of Science in Business Administration, International Business; Economics
Trinity High School 2005 — 2009
ADP August 2013 - Present
Enthuse January 2013 - December 2013
Merrill Lynch May 2012 - August 2012
Saint Michael's College September 2009 - May 2012
Saint Michael's College 2009 - 2012
United States Soccer Federation 2006 - 2009
Education
Saint Michael's College 2009 — 2013
Bachelor of Science in Business Administration, International Business; Economics
Trinity High School 2005 — 2009
Rachel Redden's Merrill Lynch Experience December 2010 - May 2011
Job Law Clerk at Council, Baradel, Kosmerl & Nolan, P.A.
Industry Law Practice
Experience
Council, Baradel, Kosmerl & Nolan, P.A. August 2015 - Present
Cohen, Snyder, Eisenberg & Katzenberg, P.A. May 2014 - May 2015
Office of the Attorney General January 2015 - April 2015
Baltimore City State's Attorney's Office August 2014 - December 2014
Baltimore City State's Attorney's Office June 2013 - December 2013
Aerotek January 2012 - August 2012
Merrill Lynch December 2010 - May 2011
Skills
Social Networking, Fundraising, Team Building, Community Outreach, Marketing Strategy, Interviews, Analysis, Nonprofits, Contract Negotiation, Account Management
Education
University of Baltimore School of Law 2012 — 2015
Doctor of Law (J.D.), Cum Laude
Salisbury University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management
Council, Baradel, Kosmerl & Nolan, P.A. August 2015 - Present
Cohen, Snyder, Eisenberg & Katzenberg, P.A. May 2014 - May 2015
Office of the Attorney General January 2015 - April 2015
Baltimore City State's Attorney's Office August 2014 - December 2014
Baltimore City State's Attorney's Office June 2013 - December 2013
Aerotek January 2012 - August 2012
Merrill Lynch December 2010 - May 2011
Skills
Social Networking, Fundraising, Team Building, Community Outreach, Marketing Strategy, Interviews, Analysis, Nonprofits, Contract Negotiation, Account Management
Education
University of Baltimore School of Law 2012 — 2015
Doctor of Law (J.D.), Cum Laude
Salisbury University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management
Edna Brown Edna Brown's Merrill Lynch Experience January 1999 - June 2012
Job Saint Peter's University
Industry Financial Services
Experience
Care PointHealth - Hoboken University Medical Center June 2014 - July 2014
Merrill Lynch & Company March 2000 - June 2012
Merrill Lynch January 1999 - June 2012
Skills
Securities Transaction..., Office Of Foreign..., Direct Registration..., Call Center Operation, Restricted Securities, Purchasing and..., Staff..., Office Administration, Account Reconciliation, Confidential Documet..., Microsoft Excel, Microsoft Word, Internal/External..., Financial Analysis, Management, Anti Money Laundering, Analysis, Accounting, Auditing, Customer Service, Corporate Finance, Banking, Insurance, Risk Management
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Concentrations in: Health Care Administration, Human Resources Management & Risk Management, 3.980 - Magna Cum Laude
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Health Care Administration, Human Resources & Risk Management, 3.980 - Magna Cum Laude
Saint Peter's University 2005 — 2009
Bachelor of Business Administration, Business Administration and Management, General
Care PointHealth - Hoboken University Medical Center June 2014 - July 2014
Merrill Lynch & Company March 2000 - June 2012
Merrill Lynch January 1999 - June 2012
Skills
Securities Transaction..., Office Of Foreign..., Direct Registration..., Call Center Operation, Restricted Securities, Purchasing and..., Staff..., Office Administration, Account Reconciliation, Confidential Documet..., Microsoft Excel, Microsoft Word, Internal/External..., Financial Analysis, Management, Anti Money Laundering, Analysis, Accounting, Auditing, Customer Service, Corporate Finance, Banking, Insurance, Risk Management
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Concentrations in: Health Care Administration, Human Resources Management & Risk Management, 3.980 - Magna Cum Laude
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Health Care Administration, Human Resources & Risk Management, 3.980 - Magna Cum Laude
Saint Peter's University 2005 — 2009
Bachelor of Business Administration, Business Administration and Management, General
Gregory J. McLean Gregory J. McLean's Merrill Lynch Experience 2011 - 2013
Job Vice President Rockland Trust Investment Management Group.
Industry Financial Services
Experience
Rockland Trust December 2014 - Present
Advisors Asset Management, Inc. 2013 - 2014
Merrill Lynch 2011 - 2013
Morgan Stanley Smith Barney 2009 - 2011
John Hancock Investments 2004 - 2009
John Hancock Investments 1997 - 2004
Skills
Series 7, Mutual Funds, Asset Managment, Alternative Investments, Training, Equity Trading, Investments, Strategic Financial..., Asset Management, Asset Allocation, Business Development, Finance, Financial Advisory, Forecasting, Series 63, Wealth Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management
Education
Saint Michael's College 1992 — 1997
Bachelor of Arts (B.A.), Psychology
Brewster Academy 1991 — 1992
Rockland Trust December 2014 - Present
Advisors Asset Management, Inc. 2013 - 2014
Merrill Lynch 2011 - 2013
Morgan Stanley Smith Barney 2009 - 2011
John Hancock Investments 2004 - 2009
John Hancock Investments 1997 - 2004
Skills
Series 7, Mutual Funds, Asset Managment, Alternative Investments, Training, Equity Trading, Investments, Strategic Financial..., Asset Management, Asset Allocation, Business Development, Finance, Financial Advisory, Forecasting, Series 63, Wealth Management, Retirement Planning, Financial Services, Financial Planning, Portfolio Management
Education
Saint Michael's College 1992 — 1997
Bachelor of Arts (B.A.), Psychology
Brewster Academy 1991 — 1992
Marc Wallace Marc Wallace's Merrill Lynch Experience April 1994 - September 1995
Job Director at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group March 2011 - Present
Gong Club (FDJC Car 26) 2002 - 2014
FDJC Car 26 2002 - 2014
AIG Advisor Group March 2010 - March 2011
AIG Advisor Group October 2007 - March 2010
ADP Dealer Services December 2006 - October 2007
Morgan Stanley June 2003 - December 2005
J & W Seligman January 1998 - September 2002
J & W Seligman October 1995 - January 1998
Merrill Lynch April 1994 - September 1995
Skills
Mutual Funds, Financial Services, Equities, Securities, Investments, Wealth Management, FINRA, Series 63, Fixed Income, Series 7, Asset Management, Investment Advisory, Relationship Management, Risk Management, Trading, Retirement Planning, Hedge Funds, Alternative Investments, Series 24, Retirement, Investment Management, Financial Planners, Capital Markets, Series 65, Asset Allocation, Investment Strategies, Fixed Annuities, Wealth, Insurance, 401k, Portfolio Management, Finance, Financial Advisory, Estate Planning, Financial Risk, Wealth Management..., Uniform Combined State..., Series 6, Pensions, Management, Series 99, Strategic Financial..., AML, Financial Planning, Anti Money Laundering, Commission Processing, Mutual Fund Trading, DTCC CommServ
Education
St. Peter's College 1982 — 1983
Bachelor of Fine Arts (B.F.A.), Finance, General
AIG Advisor Group March 2011 - Present
Gong Club (FDJC Car 26) 2002 - 2014
FDJC Car 26 2002 - 2014
AIG Advisor Group March 2010 - March 2011
AIG Advisor Group October 2007 - March 2010
ADP Dealer Services December 2006 - October 2007
Morgan Stanley June 2003 - December 2005
J & W Seligman January 1998 - September 2002
J & W Seligman October 1995 - January 1998
Merrill Lynch April 1994 - September 1995
Skills
Mutual Funds, Financial Services, Equities, Securities, Investments, Wealth Management, FINRA, Series 63, Fixed Income, Series 7, Asset Management, Investment Advisory, Relationship Management, Risk Management, Trading, Retirement Planning, Hedge Funds, Alternative Investments, Series 24, Retirement, Investment Management, Financial Planners, Capital Markets, Series 65, Asset Allocation, Investment Strategies, Fixed Annuities, Wealth, Insurance, 401k, Portfolio Management, Finance, Financial Advisory, Estate Planning, Financial Risk, Wealth Management..., Uniform Combined State..., Series 6, Pensions, Management, Series 99, Strategic Financial..., AML, Financial Planning, Anti Money Laundering, Commission Processing, Mutual Fund Trading, DTCC CommServ
Education
St. Peter's College 1982 — 1983
Bachelor of Fine Arts (B.F.A.), Finance, General
Sean McKenna Sean McKenna's Merrill Lynch Experience June 2012 - August 2012
Job Financial Analyst, FP&A at Exelon
Industry Financial Services
Experience
Exelon April 2015 - Present
Bay Technologies Consulting Group, Inc. January 2014 - April 2015
Morgan Stanley Smith Barney August 2012 - December 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Corporate Finance, Financial Management, Financial Accounting, Marketing Strategy, Analysis, Entrepreneurship, Finance, Financial Modeling, Management, Marketing, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Market Research
Education
Salisbury University 2010 — 2012
School; Bachelor's Degree, Business; Finance (Corporate) and Marketing
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science, Finance (Corporate)
University of Maryland Baltimore County 2008 — 2010
Economics
DeMatha Catholic High School 2004 — 2008
Exelon April 2015 - Present
Bay Technologies Consulting Group, Inc. January 2014 - April 2015
Morgan Stanley Smith Barney August 2012 - December 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Corporate Finance, Financial Management, Financial Accounting, Marketing Strategy, Analysis, Entrepreneurship, Finance, Financial Modeling, Management, Marketing, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Market Research
Education
Salisbury University 2010 — 2012
School; Bachelor's Degree, Business; Finance (Corporate) and Marketing
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science, Finance (Corporate)
University of Maryland Baltimore County 2008 — 2010
Economics
DeMatha Catholic High School 2004 — 2008
Rishi Chellani's Merrill Lynch Experience September 2010 - June 2011
Job Audit Senior Associate at KPMG
Industry Accounting
Experience
KPMG US October 2014 - Present
MSC Software October 2013 - November 2013
Broadview Mortgage Corporation September 2012 - February 2013
KPMG June 2012 - August 2012
KPMG June 2011 - August 2011
Merrill Lynch September 2010 - June 2011
Mycra Pac Designer Wear April 2010 - February 2011
Skills
Accounting, Auditing, Financial Analysis, US GAAP, Financial Reporting, SEC filings, Financial Accounting, Sarbanes-Oxley Act, Microsoft Excel, QuickBooks, Strategic Financial..., Marketing, PowerPoint, Microsoft Office, Investments, Microsoft Word, Access, Forecasting, Risk Management, Economics, Revenue Recognition, GAAP, Consolidation, Sarbanes-Oxley, Account Reconciliation, Management, Accounts Receivable, Financial Modeling, Analysis, Finance, Internal Controls, Leadership
Education
Chapman University 2013 — 2014
Master of Business Administration (MBA), Finance
Chapman University 2011 — 2013
Bachelor, Science Accounting
Saint Mary's College of California 2009 — 2011
Bachelor's, Accounting
KPMG US October 2014 - Present
MSC Software October 2013 - November 2013
Broadview Mortgage Corporation September 2012 - February 2013
KPMG June 2012 - August 2012
KPMG June 2011 - August 2011
Merrill Lynch September 2010 - June 2011
Mycra Pac Designer Wear April 2010 - February 2011
Skills
Accounting, Auditing, Financial Analysis, US GAAP, Financial Reporting, SEC filings, Financial Accounting, Sarbanes-Oxley Act, Microsoft Excel, QuickBooks, Strategic Financial..., Marketing, PowerPoint, Microsoft Office, Investments, Microsoft Word, Access, Forecasting, Risk Management, Economics, Revenue Recognition, GAAP, Consolidation, Sarbanes-Oxley, Account Reconciliation, Management, Accounts Receivable, Financial Modeling, Analysis, Finance, Internal Controls, Leadership
Education
Chapman University 2013 — 2014
Master of Business Administration (MBA), Finance
Chapman University 2011 — 2013
Bachelor, Science Accounting
Saint Mary's College of California 2009 — 2011
Bachelor's, Accounting
Luke Schreiber Luke Schreiber's Merrill Lynch Experience January 2011 - December 2013
Job Vice President Head of Futures Client Services at RBS
Industry Financial Services
Experience
Royal Bank of Scotland December 2013 - Present
Merrill Lynch January 2011 - December 2013
Merrill Lynch January 2007 - January 2011
Skills
Client Services, Fixed Income, Series 7, Equities, Financial Services, Securities, Options, Hedge Funds, Risk Management, Electronic Trading, Capital Markets, Derivatives, Trading Systems, Bloomberg, Trading
Education
Saint Xavier University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Royal Bank of Scotland December 2013 - Present
Merrill Lynch January 2011 - December 2013
Merrill Lynch January 2007 - January 2011
Skills
Client Services, Fixed Income, Series 7, Equities, Financial Services, Securities, Options, Hedge Funds, Risk Management, Electronic Trading, Capital Markets, Derivatives, Trading Systems, Bloomberg, Trading
Education
Saint Xavier University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Michael Auger's Merrill Lynch Experience January 2010 - May 2010
Job Financial Services Professional
Industry Financial Services
Monica Sutton Monica Sutton's Merrill Lynch Experience May 2008 - August 2008
Job Software Test Engineer at Titania Solutions Group, Inc.
Industry Information Technology and Services
Experience
Titania Solutions Group, Inc. May 2014 - Present
Sage May 2012 - May 2013
Wells Fargo May 2010 - April 2012
Merrill Lynch May 2008 - August 2008
Skills
Lead Generation, Sales Operations, CRM, Management, Sales Process, Sales, Salesforce.com, Solution Selling, Leadership, Cold Calling, Account Management, Direct Sales, SaaS, Microsoft Office
Education
Salisbury University - Perdue School of Business 2005 — 2009
Bachelor's degree, Marketing
University of Hartford 2004 — 2005
Titania Solutions Group, Inc. May 2014 - Present
Sage May 2012 - May 2013
Wells Fargo May 2010 - April 2012
Merrill Lynch May 2008 - August 2008
Skills
Lead Generation, Sales Operations, CRM, Management, Sales Process, Sales, Salesforce.com, Solution Selling, Leadership, Cold Calling, Account Management, Direct Sales, SaaS, Microsoft Office
Education
Salisbury University - Perdue School of Business 2005 — 2009
Bachelor's degree, Marketing
University of Hartford 2004 — 2005
Robert Debbs's Merrill Lynch Experience March 2015 - Present
Job Senior VicePresidentWealth Managment
Industry Investment Management
Experience
Merrill Lynch March 2015 - Present
UBS Financial Services Inc. February 2005 - March 2015
Source Capital Group January 2003 - December 2004
Integro Services Inc September 1994 - February 2002
Blair Television May 1989 - December 1992
La Casona, LaGranja Spain June 1989 - December 1989
ABC Sports January 1989 - May 1989
Bicycle Expedition, Heniker NH June 1986 - May 1989
New York Stock Exchange June 1982 - September 1983
Skills
Start-ups, Leadership, Advertising, Sales, Finance, Wealth Management, Estate Planning, Investments, Equities, Alternative Investments, Series 7, Portfolio Management, Asset Management, Hedge Funds, Capital Markets, Equity Research, Financial Services, Fixed Income, Investment Banking, Mutual Funds, Private Equity
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA
Saint Michael's College 1983 — 1987
BA
Christian Brothers Academy, Lincroft 1979 — 1983
HS
Sea Girt, Elementary 1976 — 1979
St. Cassians, Upper Montclair 1973 — 1976
North East Elementary 1970 — 1973
Merrill Lynch March 2015 - Present
UBS Financial Services Inc. February 2005 - March 2015
Source Capital Group January 2003 - December 2004
Integro Services Inc September 1994 - February 2002
Blair Television May 1989 - December 1992
La Casona, LaGranja Spain June 1989 - December 1989
ABC Sports January 1989 - May 1989
Bicycle Expedition, Heniker NH June 1986 - May 1989
New York Stock Exchange June 1982 - September 1983
Skills
Start-ups, Leadership, Advertising, Sales, Finance, Wealth Management, Estate Planning, Investments, Equities, Alternative Investments, Series 7, Portfolio Management, Asset Management, Hedge Funds, Capital Markets, Equity Research, Financial Services, Fixed Income, Investment Banking, Mutual Funds, Private Equity
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA
Saint Michael's College 1983 — 1987
BA
Christian Brothers Academy, Lincroft 1979 — 1983
HS
Sea Girt, Elementary 1976 — 1979
St. Cassians, Upper Montclair 1973 — 1976
North East Elementary 1970 — 1973
Donna Levay Donna Levay's Merrill Lynch Experience June 1996 - September 1997
Job Secretary to the Principal at St. Mary's County Public Schools
Industry Education Management
Experience
St. Mary's County Public Schools December 2006 - Present
Main Street Financial February 2005 - June 2006
First National Bank September 2002 - February 2005
Merrill Lynch June 1996 - September 1997
Dean Witter March 1994 - May 1996
Skills
Communication Skills, Psychology, Time Management, Organizational..., Telephone Skills, Critical Thinking, Conflict Resolution, Leadership, Communication, Teamwork, Instructional Design, Special Education, Program Management, Leadership Development
Education
Salisbury State University 1981 — 1985
Bachelors, Psychology
Wilde Lake High School 1978 — 1981
St. Mary's County Public Schools December 2006 - Present
Main Street Financial February 2005 - June 2006
First National Bank September 2002 - February 2005
Merrill Lynch June 1996 - September 1997
Dean Witter March 1994 - May 1996
Skills
Communication Skills, Psychology, Time Management, Organizational..., Telephone Skills, Critical Thinking, Conflict Resolution, Leadership, Communication, Teamwork, Instructional Design, Special Education, Program Management, Leadership Development
Education
Salisbury State University 1981 — 1985
Bachelors, Psychology
Wilde Lake High School 1978 — 1981
Odell Daye, MBA Odell Daye, MBA's Merrill Lynch Experience 2003 - 2004
Job Financial Professional at the Prudential Insurance Company of America, Newark NJ
Industry Financial Services
Experience
The Prudential Insurance Company of America July 2014 - Present
Farmers Insurance October 2013 - February 2014
Citi 2014 - 2014
Citi 2014 - 2014
Bank of New York Mellon March 2005 - December 2012
Merrill Lynch 2003 - 2004
Skills
Process Improvement, Management, Project Management, Training, Six Sigma, Change Management, Risk Management, Team Building, Team Leadership, Customer Satisfaction, Business Analysis, Vendor Management, Leadership, Access, Data Analysis, Operations Management, Coaching, Analysis, Quality Assurance, Program Management, Business Process, CRM, Strategy, Strategic Planning, Team Management, Business Development, Business Process..., Project Planning, Relationship Management, Customer Service, New Business Development, Marketing, Export, Export Administration, Consulting
Education
St. Peter's College 2008 — 2012
Master's degree, Business Administration and Management, General
University of Maryland College Park 1995 — 1999
Bachelor of Applied Science (BASc), Economics
The Prudential Insurance Company of America July 2014 - Present
Farmers Insurance October 2013 - February 2014
Citi 2014 - 2014
Citi 2014 - 2014
Bank of New York Mellon March 2005 - December 2012
Merrill Lynch 2003 - 2004
Skills
Process Improvement, Management, Project Management, Training, Six Sigma, Change Management, Risk Management, Team Building, Team Leadership, Customer Satisfaction, Business Analysis, Vendor Management, Leadership, Access, Data Analysis, Operations Management, Coaching, Analysis, Quality Assurance, Program Management, Business Process, CRM, Strategy, Strategic Planning, Team Management, Business Development, Business Process..., Project Planning, Relationship Management, Customer Service, New Business Development, Marketing, Export, Export Administration, Consulting
Education
St. Peter's College 2008 — 2012
Master's degree, Business Administration and Management, General
University of Maryland College Park 1995 — 1999
Bachelor of Applied Science (BASc), Economics
Alexander Fornaciari Alexander Fornaciari's Merrill Lynch Experience January 2012 - May 2012
Job Associate Teacher The Stanwich School
Industry Education Management
Experience
The Stanwich School November 2012 - Present
Ionian Village June 2012 - August 2013
Merrill Lynch January 2012 - May 2012
Better Homes Construction Company LLC 2007 - 2012
Make-A-Wish Foundation June 2011 - July 2011
Camp Hope July 2009 - July 2011
Camp Saint Paul July 2007 - July 2011
EOS Greek Cuisine 2009 - 2010
Italian Center 2006 - 2009
Education
Manhattanville College 2013 — 2015
Master of Education (M.Ed.), Elementary and Special Education
Saint Michael's College 2008 — 2012
Bachelor of Science, Business Administration (Finance)
The Stanwich School November 2012 - Present
Ionian Village June 2012 - August 2013
Merrill Lynch January 2012 - May 2012
Better Homes Construction Company LLC 2007 - 2012
Make-A-Wish Foundation June 2011 - July 2011
Camp Hope July 2009 - July 2011
Camp Saint Paul July 2007 - July 2011
EOS Greek Cuisine 2009 - 2010
Italian Center 2006 - 2009
Education
Manhattanville College 2013 — 2015
Master of Education (M.Ed.), Elementary and Special Education
Saint Michael's College 2008 — 2012
Bachelor of Science, Business Administration (Finance)
Paolo De Sario Paolo De Sario's Merrill Lynch Experience
Job
Industry Information Technology and Services
Experience
Merrill Lynch
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Vendor Management, Team Leadership
Education
Saint Peter's University 1982 — 1986
Computer and Information Sciences and Support Services
Hoboken High School
Merrill Lynch
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Vendor Management, Team Leadership
Education
Saint Peter's University 1982 — 1986
Computer and Information Sciences and Support Services
Hoboken High School
Joshua Kachura's Merrill Lynch Experience January 2006 - May 2006
Job Research Analyst at LMD
Industry Research
Experience
LMD May 2014 - Present
TEKsystems December 2011 - May 2014
University of Baltimore November 2007 - December 2011
Baltimore Neighborhood Indicators Alliance November 2007 - December 2011
Merrill Lynch January 2006 - May 2006
Skills
Analysis, Research, Statistics, Microsoft Excel, Primary Research, PowerPoint, Secondary Research, Information Technology, Temporary Staffing, Healthcare Information..., Excel, ERP, SIA, Marketing Automation, Social Media Marketing, Social Listening
Education
University of Baltimore 2008 — 2010
MBA, Marketing/ Entrepreneurship
Salisbury University 2003 — 2007
BS, Marketing
South River
LMD May 2014 - Present
TEKsystems December 2011 - May 2014
University of Baltimore November 2007 - December 2011
Baltimore Neighborhood Indicators Alliance November 2007 - December 2011
Merrill Lynch January 2006 - May 2006
Skills
Analysis, Research, Statistics, Microsoft Excel, Primary Research, PowerPoint, Secondary Research, Information Technology, Temporary Staffing, Healthcare Information..., Excel, ERP, SIA, Marketing Automation, Social Media Marketing, Social Listening
Education
University of Baltimore 2008 — 2010
MBA, Marketing/ Entrepreneurship
Salisbury University 2003 — 2007
BS, Marketing
South River
Erin Jacobsen Hassan Erin Jacobsen Hassan's Merrill Lynch Experience July 2008 - Present
Job Directors Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Halligan Bar October 2003 - October 2007
Greater Chicago Appraisals 2000 - 2003
Skills
Outlook
Education
Saint Xavier University
Organizational Business Communications
Merrill Lynch July 2008 - Present
Halligan Bar October 2003 - October 2007
Greater Chicago Appraisals 2000 - 2003
Skills
Outlook
Education
Saint Xavier University
Organizational Business Communications
Matthew Larsen's Merrill Lynch Experience June 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2013 - Present
InFocus Financial Advisors Inc. February 2012 - April 2013
Whiskey Creek Golf Club April 2010 - August 2012
Merrill Lynch November 2011 - May 2012
Pier One Imports September 2007 - December 2010
USA Hockey 2006 - 2009
Skills
Customer Service, Economics, Strategic Financial..., Financial Analysis, Time Management, Microsoft Excel, Investments, Management, Finance, Financial Modeling, Coaching, Teamwork, Portfolio Management, Mutual Funds, Leadership, Analysis, Sales, Data Analysis, Accounting, Research, Risk Management
Education
Salisbury University 2009 — 2013
Bachelor of Science, Finance (Financial Planning Track), Magna Cum Laude
Governor Thomas Johnson High School 2005 — 2009
High School Diploma
Merrill Lynch June 2013 - Present
InFocus Financial Advisors Inc. February 2012 - April 2013
Whiskey Creek Golf Club April 2010 - August 2012
Merrill Lynch November 2011 - May 2012
Pier One Imports September 2007 - December 2010
USA Hockey 2006 - 2009
Skills
Customer Service, Economics, Strategic Financial..., Financial Analysis, Time Management, Microsoft Excel, Investments, Management, Finance, Financial Modeling, Coaching, Teamwork, Portfolio Management, Mutual Funds, Leadership, Analysis, Sales, Data Analysis, Accounting, Research, Risk Management
Education
Salisbury University 2009 — 2013
Bachelor of Science, Finance (Financial Planning Track), Magna Cum Laude
Governor Thomas Johnson High School 2005 — 2009
High School Diploma
Richard Moffett's Merrill Lynch Experience May 2012 - May 2013
Job Associate Relationship Manager at PNC Wealth Management
Industry Banking
Experience
PNC July 2015 - Present
PNC Bank May 2013 - Present
Merrill Lynch May 2012 - May 2013
Merrill Lynch Global Wealth Management September 2011 - December 2011
Sigma Pi Fraternity International January 2011 - December 2011
Bausum and Duckett Electrical Company May 2011 - August 2011
Sigma Pi Fraternity International January 2010 - December 2010
Education
University of Florida - Warrington College of Business Administration 2015 — 2016
Master of Business Administration (M.B.A.)
Salisbury University 2008 — 2012
Bachelor of Science, Business Management; Finance
Salisbury University - Perdue School of Business 2008 — 2012
BS, Finance, Management
PNC July 2015 - Present
PNC Bank May 2013 - Present
Merrill Lynch May 2012 - May 2013
Merrill Lynch Global Wealth Management September 2011 - December 2011
Sigma Pi Fraternity International January 2011 - December 2011
Bausum and Duckett Electrical Company May 2011 - August 2011
Sigma Pi Fraternity International January 2010 - December 2010
Education
University of Florida - Warrington College of Business Administration 2015 — 2016
Master of Business Administration (M.B.A.)
Salisbury University 2008 — 2012
Bachelor of Science, Business Management; Finance
Salisbury University - Perdue School of Business 2008 — 2012
BS, Finance, Management
Gilbert Delgado Gilbert Delgado's Merrill Lynch Experience March 2014 - September 2014
Job Senior Sales Associate at WESCO/CSC
Industry Security and Investigations
Experience
WESCO Distribution March 2015 - Present
Merrill Lynch March 2014 - September 2014
Barnabas Health June 2012 - March 2014
Skills
IP Surveillance, Customer Service, Securities, Investments, Equities, Mutual Funds, Hedge Funds, Financial Services, Financial Analysis, Healthcare, Asset Management, Portfolio Management, Account Management, Sales, Management, Analysis, Key Account Management, Sales Management, Contract Negotiation, Security, Leadership, Sales Process
Education
Saint Peter's University 2008 — 2012
Bachelor’s Degree, Business Administration and Management, General
WESCO Distribution March 2015 - Present
Merrill Lynch March 2014 - September 2014
Barnabas Health June 2012 - March 2014
Skills
IP Surveillance, Customer Service, Securities, Investments, Equities, Mutual Funds, Hedge Funds, Financial Services, Financial Analysis, Healthcare, Asset Management, Portfolio Management, Account Management, Sales, Management, Analysis, Key Account Management, Sales Management, Contract Negotiation, Security, Leadership, Sales Process
Education
Saint Peter's University 2008 — 2012
Bachelor’s Degree, Business Administration and Management, General
Randi Casey's Merrill Lynch Experience 1985 - 1988
Job Director of Talent Acquisition:Indepth experience developing talent acquisition strategies and introducing excellence
Industry Utilities
Experience
PSEG 2008 - 2012
BASF 2004 - 2008
PSEG 1997 - 2004
New York State Banking Department 1988 - 1997
Merrill Lynch 1985 - 1988
Skills
Recruiting, Applicant Tracking..., Benchmarking, Budget, Energy, Talent Acquisition, HR metrics, HR Scorecard, Sourcing Strategies, University Recruitment, Process Improvement, Affirmative Action..., Diversity Champion, Military Partnership, Sourcing, Cross-functional Team..., Vendor Management, Performance Management, Employee Relations, Strategic Sourcing, Program Management, Leadership, Human Resources, HR Metrics, Management, Budgets, HRIS, Hiring, SharePoint, Labor Relations, Workforce Planning, Temporary Placement, Organizational..., Deferred Compensation, Change Management, Team Building, Talent Management, SAP, Coaching, Onboarding, Internet Recruiting, Mergers, Succession Planning, Taleo, Executive Search, Employer Branding, Employee Engagement, Personnel Management, College Recruiting, Technical Recruiting
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA
Saint Peter's University 1981 — 1985
BS
PSEG 2008 - 2012
BASF 2004 - 2008
PSEG 1997 - 2004
New York State Banking Department 1988 - 1997
Merrill Lynch 1985 - 1988
Skills
Recruiting, Applicant Tracking..., Benchmarking, Budget, Energy, Talent Acquisition, HR metrics, HR Scorecard, Sourcing Strategies, University Recruitment, Process Improvement, Affirmative Action..., Diversity Champion, Military Partnership, Sourcing, Cross-functional Team..., Vendor Management, Performance Management, Employee Relations, Strategic Sourcing, Program Management, Leadership, Human Resources, HR Metrics, Management, Budgets, HRIS, Hiring, SharePoint, Labor Relations, Workforce Planning, Temporary Placement, Organizational..., Deferred Compensation, Change Management, Team Building, Talent Management, SAP, Coaching, Onboarding, Internet Recruiting, Mergers, Succession Planning, Taleo, Executive Search, Employer Branding, Employee Engagement, Personnel Management, College Recruiting, Technical Recruiting
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA
Saint Peter's University 1981 — 1985
BS
Robert Escalona, PMP's Merrill Lynch Experience July 2006 - December 2006
Job Director IT Infrastructure PMO at Covance Inc.
Industry Pharmaceuticals
Experience
LabCorp (formerly Covance Inc.) May 2007 - Present
Black Rock Solutions January 2007 - March 2007
Merrill Lynch July 2006 - December 2006
Bristol-Myers Squib January 1999 - May 2005
Hoffmann-La Roche, Inc. 1994 - 1999
Skills
ITIL, Business Analysis, Project Management, Vendor Management, IT Strategy, SDLC, Project Portfolio..., PMO, IT Management
Education
Saint Peter's University 1982 — 1984
BS, Management - MIS
LabCorp (formerly Covance Inc.) May 2007 - Present
Black Rock Solutions January 2007 - March 2007
Merrill Lynch July 2006 - December 2006
Bristol-Myers Squib January 1999 - May 2005
Hoffmann-La Roche, Inc. 1994 - 1999
Skills
ITIL, Business Analysis, Project Management, Vendor Management, IT Strategy, SDLC, Project Portfolio..., PMO, IT Management
Education
Saint Peter's University 1982 — 1984
BS, Management - MIS
Anthony Bosco, CMT's Merrill Lynch Experience September 1999 - May 2001
Job Equity Sales and Trading Application Specialist
Industry Financial Services
Experience
Bloomberg LP July 2014 - Present
Iridian Asset Management September 2011 - December 2011
Prophecy Capital Management May 2001 - August 2011
Merrill Lynch September 1999 - May 2001
Skills
Equity Trading, Trading, Hedge Funds, Equities, Technical Analysis, Trading Systems, Risk Management, Electronic Trading, ETFs, Trading Strategies, Bloomberg
Education
Saint Michael's College 1994 — 1998
BS, finance, minor economics
mamaroneck High School
mamaroneck High School
Bloomberg LP July 2014 - Present
Iridian Asset Management September 2011 - December 2011
Prophecy Capital Management May 2001 - August 2011
Merrill Lynch September 1999 - May 2001
Skills
Equity Trading, Trading, Hedge Funds, Equities, Technical Analysis, Trading Systems, Risk Management, Electronic Trading, ETFs, Trading Strategies, Bloomberg
Education
Saint Michael's College 1994 — 1998
BS, finance, minor economics
mamaroneck High School
mamaroneck High School
Mary Beth Tierno's Merrill Lynch Experience 1981 - 2003
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Morgan Stanley Smith Barney September 2007 - July 2014
UBS 2004 - 2007
Merrill Lynch 1981 - 2003
A. G. Becker 1981 - 1984
Skills
Equities, Capital Markets, Fixed Income, Strategy, Trading Systems, Portfolio Management, Business Analysis, IT Strategy, Securities, Financial Services, Series 7, Risk Management, Investment Banking, Wealth Management, Derivatives, Mutual Funds, Asset Management, Financial Markets, Options, Trading, Electronic Trading
Education
Saint Peter's University 1988 — 1997
BS, Computer Science
J.P. Morgan July 2014 - Present
Morgan Stanley Smith Barney September 2007 - July 2014
UBS 2004 - 2007
Merrill Lynch 1981 - 2003
A. G. Becker 1981 - 1984
Skills
Equities, Capital Markets, Fixed Income, Strategy, Trading Systems, Portfolio Management, Business Analysis, IT Strategy, Securities, Financial Services, Series 7, Risk Management, Investment Banking, Wealth Management, Derivatives, Mutual Funds, Asset Management, Financial Markets, Options, Trading, Electronic Trading
Education
Saint Peter's University 1988 — 1997
BS, Computer Science
Andy Redmond's Merrill Lynch Experience December 1992 - Present
Job Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1992 - Present
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Series 9, Series 10, Series 24, Series 66, Financial Services, Financial Planning, Retirement Planning, Mutual Funds, Securities, Risk Management, Asset Allocation, Series 63, Customer Service, Management
Education
Salisbury University - Perdue School of Business 1987 — 1991
Bachelor of science, Business Administration, Management and Operations
Merrill Lynch December 1992 - Present
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Series 9, Series 10, Series 24, Series 66, Financial Services, Financial Planning, Retirement Planning, Mutual Funds, Securities, Risk Management, Asset Allocation, Series 63, Customer Service, Management
Education
Salisbury University - Perdue School of Business 1987 — 1991
Bachelor of science, Business Administration, Management and Operations
Kelly McKenna Dudzinski's Merrill Lynch Experience June 2006 - April 2007
Job Financial Services
Industry Financial Services
Experience
Lord, Abbett & Co. LLC April 2007 - April 2014
Merrill Lynch June 2006 - April 2007
Brown Brothers Harriman January 2000 - June 2006
Education
Saint Peter's University
Lord, Abbett & Co. LLC April 2007 - April 2014
Merrill Lynch June 2006 - April 2007
Brown Brothers Harriman January 2000 - June 2006
Education
Saint Peter's University
Wendy Tom's Merrill Lynch Experience
Job AVP / Computer Programmer at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch
Skills
DB2, SDLC, Disaster Recovery, Enterprise Architecture, MS Project, Business Intelligence, SharePoint
Education
Saint Peter's University
Merrill Lynch
Skills
DB2, SDLC, Disaster Recovery, Enterprise Architecture, MS Project, Business Intelligence, SharePoint
Education
Saint Peter's University
Debora Grant, PMP's Merrill Lynch Experience 1999 - 2001
Job PMO Head, Global Product Operations at BMO Financial Group
Industry Banking
Experience
BMO Financial Group June 2013 - Present
BMO Financial Group June 2011 - June 2013
CIBC 2007 - June 2011
CIBC 2003 - 2007
IFDS 2002 - 2003
Humber College 2002 - 2002
Merrill Lynch 1999 - 2001
Fidelity Investments 1996 - 1999
Skills
Project Delivery, SDLC, Vendor Management, Project Portfolio..., Project Management, Business Analysis, Financial Services, Business Requirements, PMO, Requirements Gathering, Business Process..., Risk Management, IT Strategy, Governance, Building Relationships, Leadership, Coaching Staff
Education
Saint Mary's University 1992 — 1996
Bachelor of Commerce, Finance & Human Resource Mgt
BMO Financial Group June 2013 - Present
BMO Financial Group June 2011 - June 2013
CIBC 2007 - June 2011
CIBC 2003 - 2007
IFDS 2002 - 2003
Humber College 2002 - 2002
Merrill Lynch 1999 - 2001
Fidelity Investments 1996 - 1999
Skills
Project Delivery, SDLC, Vendor Management, Project Portfolio..., Project Management, Business Analysis, Financial Services, Business Requirements, PMO, Requirements Gathering, Business Process..., Risk Management, IT Strategy, Governance, Building Relationships, Leadership, Coaching Staff
Education
Saint Mary's University 1992 — 1996
Bachelor of Commerce, Finance & Human Resource Mgt
Robyn Jennings's Merrill Lynch Experience January 2000 - March 2002
Job Martial Arts and Fitness Trainer
Industry Health, Wellness and Fitness
Experience
The Studio - Martial Arts and Fitness January 2014 - Present
Stone & Youngberg June 2008 - December 2011
Stone & Youngberg September 2003 - May 2005
Wells Fargo Advisors April 2002 - August 2003
Merrill Lynch January 2000 - March 2002
Education
Oregon State University
Pre-Law Studies
Saint Mary's College of California
Bachelor's Degree, Business Administration, Management and Operations
The Studio - Martial Arts and Fitness January 2014 - Present
Stone & Youngberg June 2008 - December 2011
Stone & Youngberg September 2003 - May 2005
Wells Fargo Advisors April 2002 - August 2003
Merrill Lynch January 2000 - March 2002
Education
Oregon State University
Pre-Law Studies
Saint Mary's College of California
Bachelor's Degree, Business Administration, Management and Operations
April Stephens's Merrill Lynch Experience June 1994 - August 2000
Job Regional Vice President, E*TRADE Financial Corporate Services
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Global Shares June 2013 - Present
American Stock Transfer & Trust Company, LLC April 2006 - August 2010
BNY Mellon August 2000 - April 2006
Merrill Lynch June 1994 - August 2000
Skills
Securities, Equities, Financial Services, Account Management, Relationship Management, Risk Management, Mutual Funds, Management, CRM, Series 63, Series 7, Vendor Management
Education
Salisbury State University 1990 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
E*TRADE Financial Corporation May 2015 - Present
Global Shares June 2013 - Present
American Stock Transfer & Trust Company, LLC April 2006 - August 2010
BNY Mellon August 2000 - April 2006
Merrill Lynch June 1994 - August 2000
Skills
Securities, Equities, Financial Services, Account Management, Relationship Management, Risk Management, Mutual Funds, Management, CRM, Series 63, Series 7, Vendor Management
Education
Salisbury State University 1990 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
Godfrey Conway's Merrill Lynch Experience AVPBankers Trust CompanyJuly 1986 - September 1998
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch AVPBankers Trust CompanyJuly 1986 - September 1998
Bank of New York Mellon July 1985 - June 1986
Education
Saint Peter's University 1996 — 2001
MIS, Computer Science
Merrill Lynch AVPBankers Trust CompanyJuly 1986 - September 1998
Bank of New York Mellon July 1985 - June 1986
Education
Saint Peter's University 1996 — 2001
MIS, Computer Science
Rob Beauregard's Merrill Lynch Experience December 1994 - December 2002
Job Director at Markit
Industry Financial Services
Experience
Markit July 2015 - Present
ITG Inc. September 2004 - July 2015
Investment Technology Group September 2004 - June 2015
Merrill Lynch December 1994 - December 2002
United Engineers May 1991 - April 1993
Skills
Trading Systems, Electronic Trading, Equity Trading, Equities, Market Data, Trading, Financial Markets, Options, Bloomberg
Education
University of Phoenix 1996 — 1998
M.B.A., Information Technology Management
Saint Michael's College 1987 — 1991
B.S., Computer Science
Bellows Free Academy 1983 — 1987
HS Diploma, College Prep
Markit July 2015 - Present
ITG Inc. September 2004 - July 2015
Investment Technology Group September 2004 - June 2015
Merrill Lynch December 1994 - December 2002
United Engineers May 1991 - April 1993
Skills
Trading Systems, Electronic Trading, Equity Trading, Equities, Market Data, Trading, Financial Markets, Options, Bloomberg
Education
University of Phoenix 1996 — 1998
M.B.A., Information Technology Management
Saint Michael's College 1987 — 1991
B.S., Computer Science
Bellows Free Academy 1983 — 1987
HS Diploma, College Prep
Frank (Cody) Tucci's Merrill Lynch Experience May 2006 - August 2006
Job Graduated with MS and BS from Villanova University
Industry Management Consulting
Experience
Porsche of The Main Line September 2008 - Present
Merrill Lynch May 2006 - August 2006
Sovereign Bank May 2005 - May 2006
Skills
Sales, Trading
Education
Villanova University 2007 — 2008
Masters of Science, Finance
Villanova University 2005 — 2007
Bachelor's of Science, Business Management & Finance
Saint Peter's University 2003 — 2004
Business Management
Porsche of The Main Line September 2008 - Present
Merrill Lynch May 2006 - August 2006
Sovereign Bank May 2005 - May 2006
Skills
Sales, Trading
Education
Villanova University 2007 — 2008
Masters of Science, Finance
Villanova University 2005 — 2007
Bachelor's of Science, Business Management & Finance
Saint Peter's University 2003 — 2004
Business Management
Carlton Cox's Merrill Lynch Experience 2006 - 2006
Job MBA Candidate: Simon Business School, University of Rochester
Industry Marketing and Advertising
Experience
Xerox 2015 - 2015
JPMorgan Chase 2010 - 2013
Citizens Bank 2008 - 2010
Merrill Lynch 2006 - 2006
Skills
Banking, Process Improvement, Data Analysis, Microsoft Office, Mortgage Lending, Microsoft Excel, Public Speaking, Management, Finance, Accounting, Leadership, Nonprofits, Research, Financial Analysis, Strategic Planning, Financial Reporting, GAAP, Marketing Strategy, Compliance, Financial Forecasting, Pricing Strategy
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Pricing, Competitive and Organizational Strategy, Marketing, Computers and Information Systems
Salisbury University - Perdue School of Business
Bachelor of Science (BS), Finance
Salisbury University
Bachelor of Arts (BA), Philosophy
Xerox 2015 - 2015
JPMorgan Chase 2010 - 2013
Citizens Bank 2008 - 2010
Merrill Lynch 2006 - 2006
Skills
Banking, Process Improvement, Data Analysis, Microsoft Office, Mortgage Lending, Microsoft Excel, Public Speaking, Management, Finance, Accounting, Leadership, Nonprofits, Research, Financial Analysis, Strategic Planning, Financial Reporting, GAAP, Marketing Strategy, Compliance, Financial Forecasting, Pricing Strategy
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Pricing, Competitive and Organizational Strategy, Marketing, Computers and Information Systems
Salisbury University - Perdue School of Business
Bachelor of Science (BS), Finance
Salisbury University
Bachelor of Arts (BA), Philosophy
Ralph DeVito's Merrill Lynch Experience December 2007 - April 2008
Job Program Management Consultant at MetLife (via MetaSys)
Industry Information Technology and Services
Experience
MetLife August 2015 - Present
United Health Group January 2015 - August 2015
VDX Inc. January 2014 - December 2014
DataCede July 2013 - November 2013
Prolifics August 2011 - May 2013
Wyndham Worldwide August 2010 - April 2011
Collaborative Consulting November 2007 - November 2008
Con Edison April 2008 - September 2008
Merrill Lynch December 2007 - April 2008
D&B 2007 - 2007
Skills
Business, Business Analysis, Program Management, PMP, Project Management, Management, Management Consulting, PMO, SDLC, Employee Benefits, Strategy, Account Management, PMI, Requirements Gathering, Business Process Design, Leadership, Visio, Project Portfolio..., Integration, Business Process..., Business Intelligence, IT Strategy, Vendor Management, Budgets, Change Management, Process Improvement, Requirements Analysis, Project Delivery, ITIL, Business Process..., Outsourcing, Data Warehousing, Software Project..., Financial Services, Classroom, SOA, Telecommunications, Business Process Mapping, Operations Management, Agile Methodologies, CRM, Business Process, Consulting, Resource Management, IT Service Management, Cloud Computing, IT Management, HRIS, Insurance, Enterprise Architecture
Education
St. Peter's College
BS, Math
MetLife August 2015 - Present
United Health Group January 2015 - August 2015
VDX Inc. January 2014 - December 2014
DataCede July 2013 - November 2013
Prolifics August 2011 - May 2013
Wyndham Worldwide August 2010 - April 2011
Collaborative Consulting November 2007 - November 2008
Con Edison April 2008 - September 2008
Merrill Lynch December 2007 - April 2008
D&B 2007 - 2007
Skills
Business, Business Analysis, Program Management, PMP, Project Management, Management, Management Consulting, PMO, SDLC, Employee Benefits, Strategy, Account Management, PMI, Requirements Gathering, Business Process Design, Leadership, Visio, Project Portfolio..., Integration, Business Process..., Business Intelligence, IT Strategy, Vendor Management, Budgets, Change Management, Process Improvement, Requirements Analysis, Project Delivery, ITIL, Business Process..., Outsourcing, Data Warehousing, Software Project..., Financial Services, Classroom, SOA, Telecommunications, Business Process Mapping, Operations Management, Agile Methodologies, CRM, Business Process, Consulting, Resource Management, IT Service Management, Cloud Computing, IT Management, HRIS, Insurance, Enterprise Architecture
Education
St. Peter's College
BS, Math
Carol Thomas CRPC's Merrill Lynch Experience November 2005 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2005 - Present
Smith Barney 1997 - 2007
Smith Barney 1995 - 2005
Skills
Series 63, IRAs, Wealth Management, Series 24, Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Investment Strategies, Series 7, Series 65, CRPC, Variable Annuities, Alternative Investments, Bonds, Equities
Education
Saint Michael's College 1979 — 1983
BA, Elementary education
St. Michael's College. 1979 — 1983
Bachelor of Arts (B.A.)
Merrill Lynch November 2005 - Present
Smith Barney 1997 - 2007
Smith Barney 1995 - 2005
Skills
Series 63, IRAs, Wealth Management, Series 24, Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Investment Strategies, Series 7, Series 65, CRPC, Variable Annuities, Alternative Investments, Bonds, Equities
Education
Saint Michael's College 1979 — 1983
BA, Elementary education
St. Michael's College. 1979 — 1983
Bachelor of Arts (B.A.)
Chris Guidi's Merrill Lynch Experience November 1993 - May 1996
Job Managing Director at Clark Realty Capital
Industry Real Estate
Experience
Clark Realty Capital August 1998 - Present
Merrill Lynch November 1993 - May 1996
Skills
Real Estate Development, Real Estate Economics, Asset Managment, Due Diligence, Investments, Real Estate, Real Estate Transactions, Investment Properties, Financial Analysis, Property Management, Project Finance, Entrepreneurship, Acquisitions, Asset Management, Contract Negotiation, Negotiation, Commercial Real Estate, Valuation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Real Estate, Finance
Saint Michael's College 1989 — 1993
BA, Business, English
Clark Realty Capital August 1998 - Present
Merrill Lynch November 1993 - May 1996
Skills
Real Estate Development, Real Estate Economics, Asset Managment, Due Diligence, Investments, Real Estate, Real Estate Transactions, Investment Properties, Financial Analysis, Property Management, Project Finance, Entrepreneurship, Acquisitions, Asset Management, Contract Negotiation, Negotiation, Commercial Real Estate, Valuation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Real Estate, Finance
Saint Michael's College 1989 — 1993
BA, Business, English
James Lamb's Merrill Lynch Experience June 1996 - June 2008
Job Stock Broker at Quattro M Securities Inc.
Industry Financial Services
Experience
Quattro M Securities Inc. January 2012 - Present
Blue Point Securities October 2009 - December 2011
Merrill Lynch Investment Managers March 2009 - August 2009
Merrill Lynch June 1996 - June 2008
Merrrill Lynch January 1996 - June 1996
Merrill Lynch January 1994 - December 1995
Skills
Securities, Trading, Institutional, Equity Trading, Series 7, Microsoft Excel, Microsoft Word, PowerPoint, Series 63, Series 66, Uniform Combined State..., Leadership, Alternative Investments, Options, ETFs, Equity Derivatives, Series 24, Investments, Wealth Management, Hedge Funds, Trading Systems, Financial Services, Equities, Equity Research, FINRA, Financial Markets, Electronic Trading, Mutual Funds, Commodity, Bloomberg, Fixed Income, Finance, Bonds, Prime Brokerage, Capital Markets, Investment Strategies, Proprietary Trading, Derivatives, Structured Products, Investment Advisory, Trading Strategies, Investment Management, Portfolio Management, Asset Management, Market Making, FX Options, Middle Office, Market Data, Swaps, Bloomberg Terminal
Education
Saint Peter's University 1978 — 1984
BA, Buisness
St. Peter's Prep High School 1974 — 1978
Quattro M Securities Inc. January 2012 - Present
Blue Point Securities October 2009 - December 2011
Merrill Lynch Investment Managers March 2009 - August 2009
Merrill Lynch June 1996 - June 2008
Merrrill Lynch January 1996 - June 1996
Merrill Lynch January 1994 - December 1995
Skills
Securities, Trading, Institutional, Equity Trading, Series 7, Microsoft Excel, Microsoft Word, PowerPoint, Series 63, Series 66, Uniform Combined State..., Leadership, Alternative Investments, Options, ETFs, Equity Derivatives, Series 24, Investments, Wealth Management, Hedge Funds, Trading Systems, Financial Services, Equities, Equity Research, FINRA, Financial Markets, Electronic Trading, Mutual Funds, Commodity, Bloomberg, Fixed Income, Finance, Bonds, Prime Brokerage, Capital Markets, Investment Strategies, Proprietary Trading, Derivatives, Structured Products, Investment Advisory, Trading Strategies, Investment Management, Portfolio Management, Asset Management, Market Making, FX Options, Middle Office, Market Data, Swaps, Bloomberg Terminal
Education
Saint Peter's University 1978 — 1984
BA, Buisness
St. Peter's Prep High School 1974 — 1978
Joan Timoldi's Merrill Lynch Experience June 1992 - Present
Job Vice President in Corporate Structure Analysis and Control at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1992 - Present
Education
Saint Peter's University 1994 — 1999
BA, Marketing, Business Management
Merrill Lynch June 1992 - Present
Education
Saint Peter's University 1994 — 1999
BA, Marketing, Business Management
Kenneth Hanrahan's Merrill Lynch Experience June 2005 - July 2012
Job Financial Services Professional
Industry Financial Services
Experience
E Trade Securities April 2013 - Present
Merrill Lynch June 2005 - July 2012
Pax Clearing Corporation Merrill Lynch June 2001 - August 2005
A.G. Edwards August 1999 - August 2001
Skills
Series 7, Options, Electronic Trading, Trading, Commodity, Derivatives, Equities, Equity Derivatives
Education
Saint Mary's University of Minnesota 1993 — 1997
Bachelor of Arts, History
E Trade Securities April 2013 - Present
Merrill Lynch June 2005 - July 2012
Pax Clearing Corporation Merrill Lynch June 2001 - August 2005
A.G. Edwards August 1999 - August 2001
Skills
Series 7, Options, Electronic Trading, Trading, Commodity, Derivatives, Equities, Equity Derivatives
Education
Saint Mary's University of Minnesota 1993 — 1997
Bachelor of Arts, History
Enzo Inzitari's Merrill Lynch Experience June 2010 - Present
Job Investment Services Advisor Financial Services Center at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Prudential Investments August 2006 - February 2009
Prudential Investments June 2003 - August 2006
Prudential Investments January 2001 - June 2003
Prudential Securities January 1999 - January 2001
Easy Pickins June 1986 - December 1998
Education
Saint Peter's University 1980 — 1985
BA, Marketing
Merrill Lynch June 2010 - Present
Prudential Investments August 2006 - February 2009
Prudential Investments June 2003 - August 2006
Prudential Investments January 2001 - June 2003
Prudential Securities January 1999 - January 2001
Easy Pickins June 1986 - December 1998
Education
Saint Peter's University 1980 — 1985
BA, Marketing
carmine warn's Merrill Lynch Experience 2003 - 2007
Job Director at Bank Of America
Industry Financial Services
Experience
Bank of America (Global Information Security) 2008 - Present
Merrill Lynch 2003 - 2007
Merrill Lynch Investment Managers 2001 - 2006
Merrill Lynch January 1989 - December 2001
Skills
Risk Management, Business Analysis, SDLC, IT Audit, Financial Risk, Governance, Banking, IT Strategy, Fixed Income, Portfolio Management, PMO, Business Intelligence, Strategy, Data Warehousing, Information Security..., Integration, Management, Vendor Management, Disaster Recovery, Outsourcing, Project Portfolio..., Financial Services, Equities, Process Improvement, Security, Business Process, Business Continuity, Information Technology, Contract Negotiation, Enterprise Architecture, Business Process..., Solution Architecture, IT Management, Requirements Analysis
Education
Fairleigh Dickinson University-Metropolitan Campus 1981 — 1984
Master of Business Administration (MBA), Finance, General, A
Saint Peter's University 1976 — 1980
BA, accounting
Ferris High School 1972 — 1976
Bank of America (Global Information Security) 2008 - Present
Merrill Lynch 2003 - 2007
Merrill Lynch Investment Managers 2001 - 2006
Merrill Lynch January 1989 - December 2001
Skills
Risk Management, Business Analysis, SDLC, IT Audit, Financial Risk, Governance, Banking, IT Strategy, Fixed Income, Portfolio Management, PMO, Business Intelligence, Strategy, Data Warehousing, Information Security..., Integration, Management, Vendor Management, Disaster Recovery, Outsourcing, Project Portfolio..., Financial Services, Equities, Process Improvement, Security, Business Process, Business Continuity, Information Technology, Contract Negotiation, Enterprise Architecture, Business Process..., Solution Architecture, IT Management, Requirements Analysis
Education
Fairleigh Dickinson University-Metropolitan Campus 1981 — 1984
Master of Business Administration (MBA), Finance, General, A
Saint Peter's University 1976 — 1980
BA, accounting
Ferris High School 1972 — 1976
Rossana Testa's Merrill Lynch Experience February 2001 - February 2008
Job Sr. IT Project Manager Contractor at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2015 - Present
ADP June 2015 - August 2015
Bank of America March 2008 - May 2015
Merrill Lynch February 2001 - February 2008
Merrill Lynch March 1998 - February 2001
Merrill Lynch September 1988 - February 1998
Merrill Lynch July 1984 - August 1988
Skills
SDLC, PMO, Business Analysis, Software Project..., Vendor Management, Project Portfolio..., IT Strategy, PMP, Requirements Analysis, Requirements Gathering, Project Management, Visio, Management
Education
Saint Peter's University 1980 — 1984
B.S, Computer Science
Bank of America September 2015 - Present
ADP June 2015 - August 2015
Bank of America March 2008 - May 2015
Merrill Lynch February 2001 - February 2008
Merrill Lynch March 1998 - February 2001
Merrill Lynch September 1988 - February 1998
Merrill Lynch July 1984 - August 1988
Skills
SDLC, PMO, Business Analysis, Software Project..., Vendor Management, Project Portfolio..., IT Strategy, PMP, Requirements Analysis, Requirements Gathering, Project Management, Visio, Management
Education
Saint Peter's University 1980 — 1984
B.S, Computer Science
Jaclyn (Marino) Heiss's Merrill Lynch Experience June 2001 - October 2002
Job Ethics & Compliance Senior Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers February 2003 - Present
Merrill Lynch June 2001 - October 2002
Skills
IT Audit, SEC filings, Sarbanes-Oxley Act, Risk Management, Internal Controls, US GAAP, Auditing, Business Process..., Due Diligence, Internal Audit
Education
Saint Peter's University 1997 — 2001
Business Mgt
PricewaterhouseCoopers February 2003 - Present
Merrill Lynch June 2001 - October 2002
Skills
IT Audit, SEC filings, Sarbanes-Oxley Act, Risk Management, Internal Controls, US GAAP, Auditing, Business Process..., Due Diligence, Internal Audit
Education
Saint Peter's University 1997 — 2001
Business Mgt
Joseph Covello's Merrill Lynch Experience 1996 - 2009
Job Managing Director Global Operations, Strategy & Transformation, Risk & Regulatory Management
Industry Financial Services
Experience
Federal Reserve Bank of New York 2012 - 2015
BNY Mellon 2011 - 2012
UBS 2009 - 2011
Merrill Lynch 1996 - 2009
Skills
PMO, Risk Management, Business Management, Six Sigma, Strategic Planning, Management, Business Process..., Equities, Securities, Fixed Income, Product Innovation, Program Management, Cross-functional Team..., Business Process, Wealth Management, Financial Services, Investment Banking, Portfolio Management, Business Analysis, Leadership, Business Development, Mutual Funds, Financial Markets, Business Transformation, Strategy, Capital Markets, Prime Brokerage
Education
Villanova University
Bachelor of Science (B.S.) Business Administration, Finance
Saint Peter's University
MBA, Management Information Systems and Services
University of Pennsylvania - The Wharton School
SII
Federal Reserve Bank of New York 2012 - 2015
BNY Mellon 2011 - 2012
UBS 2009 - 2011
Merrill Lynch 1996 - 2009
Skills
PMO, Risk Management, Business Management, Six Sigma, Strategic Planning, Management, Business Process..., Equities, Securities, Fixed Income, Product Innovation, Program Management, Cross-functional Team..., Business Process, Wealth Management, Financial Services, Investment Banking, Portfolio Management, Business Analysis, Leadership, Business Development, Mutual Funds, Financial Markets, Business Transformation, Strategy, Capital Markets, Prime Brokerage
Education
Villanova University
Bachelor of Science (B.S.) Business Administration, Finance
Saint Peter's University
MBA, Management Information Systems and Services
University of Pennsylvania - The Wharton School
SII
Jennifer Dudkewitz's Merrill Lynch Experience January 2009 - April 2009
Job Loss Forecasting Analyst
Industry Financial Services
Experience
Sallie Mae November 2009 - Present
Merrill Lynch January 2009 - April 2009
Education
Salisbury University - Perdue School of Business 2005 — 2009
Sallie Mae November 2009 - Present
Merrill Lynch January 2009 - April 2009
Education
Salisbury University - Perdue School of Business 2005 — 2009
Randy Kemberling's Merrill Lynch Experience 1993 - 1995
Job Independent Financial Services Professional
Industry Financial Services
Experience
Key Trust 1995 - 1997
Merrill Lynch 1993 - 1995
Merrill Lynch 1985 - 1995
Skills
Strategic Planning, Team Building, Bonds, Public Speaking, Business Strategy, Mergers, Retirement Planning, Strategic Financial..., Budgets, Project Management, Insurance, Marketing, Risk Management, Healthcare, Leadership
Education
University of Arizona 1972 — 1979
BA, Psychology
Saint Mary's College of California 1969 — 1971
Biology
Key Trust 1995 - 1997
Merrill Lynch 1993 - 1995
Merrill Lynch 1985 - 1995
Skills
Strategic Planning, Team Building, Bonds, Public Speaking, Business Strategy, Mergers, Retirement Planning, Strategic Financial..., Budgets, Project Management, Insurance, Marketing, Risk Management, Healthcare, Leadership
Education
University of Arizona 1972 — 1979
BA, Psychology
Saint Mary's College of California 1969 — 1971
Biology
Michele Coniglio's Merrill Lynch Experience 1981 - 2009
Job Vice President & Head of Human Resources at Orbcomm
Industry Information Technology and Services
Experience
Orbcomm October 2011 - Present
Merrill Lynch 1981 - 2009
Skills
Mergers & Acquisitions, Financial Services, Strategic Planning, Strategic Partnerships, Succession Planning, Mergers, Deferred Compensation, Start-ups, Vendor Management, Project Management, Operations Management, Talent Management, Leadership, Strategy, Process Improvement, Executive Management, Product Management, Business Development, Cross-functional Team..., Business Strategy, Outsourcing, Team Building, Program Management, Analysis
Education
Saint Peter's College
BS, Management & Marketing
Saint Peter's University
Bachelor of Science (BS)
Orbcomm October 2011 - Present
Merrill Lynch 1981 - 2009
Skills
Mergers & Acquisitions, Financial Services, Strategic Planning, Strategic Partnerships, Succession Planning, Mergers, Deferred Compensation, Start-ups, Vendor Management, Project Management, Operations Management, Talent Management, Leadership, Strategy, Process Improvement, Executive Management, Product Management, Business Development, Cross-functional Team..., Business Strategy, Outsourcing, Team Building, Program Management, Analysis
Education
Saint Peter's College
BS, Management & Marketing
Saint Peter's University
Bachelor of Science (BS)
Dennis Farrell's Merrill Lynch Experience 1979 - 1987
Job Independent Financial Services Professional
Industry Financial Services
Experience
BrokerTec USA, LLC 2001 - 2003
HSBC Bank USA Inc. 2000 - 2001
Bank of Montreal/Nesbitt Burns Securities 1999 - 2001
Delta Clearing Corporation 1996 - 1998
Smith Barney Inc. 1987 - 1995
Merrill Lynch 1979 - 1987
Skills
Capital Markets, Fixed Income, Derivatives, Market Risk, Hedge Funds, Investment Banking, FX Options, Equities, Credit Risk, Financial Markets, Portfolio Management, Equity Derivatives, Options, Securities, Structured Finance, Structured Products, Risk Management, Credit, Bonds, Credit Derivatives, Asset Management, Bloomberg, Alternative Investments, Financial Risk, Trading Systems, Swaps
Education
Saint Peter's University
BA, Economics/Mathematics
BrokerTec USA, LLC 2001 - 2003
HSBC Bank USA Inc. 2000 - 2001
Bank of Montreal/Nesbitt Burns Securities 1999 - 2001
Delta Clearing Corporation 1996 - 1998
Smith Barney Inc. 1987 - 1995
Merrill Lynch 1979 - 1987
Skills
Capital Markets, Fixed Income, Derivatives, Market Risk, Hedge Funds, Investment Banking, FX Options, Equities, Credit Risk, Financial Markets, Portfolio Management, Equity Derivatives, Options, Securities, Structured Finance, Structured Products, Risk Management, Credit, Bonds, Credit Derivatives, Asset Management, Bloomberg, Alternative Investments, Financial Risk, Trading Systems, Swaps
Education
Saint Peter's University
BA, Economics/Mathematics
Joe Janosi's Merrill Lynch Experience March 1975 - January 2009
Job Financial Services Operations Professional
Industry Financial Services
Experience
Retired December 2014 - January 2015
Citigroup July 2009 - December 2014
Citibank 2009 - 2011
Citibank 2009 - 2011
Merrill Lynch March 1975 - January 2009
Not Applicable March 1975 - January 2009
Merrill Lynch March 1974 - January 2009
Merrill Lynch 1975 - 2009
Skills
Prime Brokerage
Education
Saint Peter's University 1970 — 1974
BS, Marketing Management
Marist High School
Retired December 2014 - January 2015
Citigroup July 2009 - December 2014
Citibank 2009 - 2011
Citibank 2009 - 2011
Merrill Lynch March 1975 - January 2009
Not Applicable March 1975 - January 2009
Merrill Lynch March 1974 - January 2009
Merrill Lynch 1975 - 2009
Skills
Prime Brokerage
Education
Saint Peter's University 1970 — 1974
BS, Marketing Management
Marist High School
Cindy Matos's Merrill Lynch Experience 2000 - January 2004
Job Quality Leader at Prudential Financial
Industry Financial Services
Experience
Prudential Financial May 2011 - Present
Prudential Financial February 2004 - May 2011
Merrill Lynch 2000 - January 2004
Education
Saint Peter's University
Master of Business Administration (MBA), Risk Mgmt
Saint Peter's University 1999 — 2003
Bachelors, Business Mgmt
Prudential Financial May 2011 - Present
Prudential Financial February 2004 - May 2011
Merrill Lynch 2000 - January 2004
Education
Saint Peter's University
Master of Business Administration (MBA), Risk Mgmt
Saint Peter's University 1999 — 2003
Bachelors, Business Mgmt
Marie DeMasi's Merrill Lynch Experience December 1982 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1982 - Present
Education
Saint Peter's University
BS, Management
Merrill Lynch December 1982 - Present
Education
Saint Peter's University
BS, Management
Sharon Mastrangelo's Merrill Lynch Experience September 2006 - March 2012
Job Financial AdvisorUBS
Industry Financial Services
Experience
UBS Financial Services March 2012 - Present
Merrill Lynch September 2006 - March 2012
Kidder Peabody, EF Hutton, Calvert Group, Tucker Anthony, State Street Global Advisors January 1981 - January 2006
Education
Saint Michael's College 1976 — 1980
Bachelor of Arts (B.A.)
UBS Financial Services March 2012 - Present
Merrill Lynch September 2006 - March 2012
Kidder Peabody, EF Hutton, Calvert Group, Tucker Anthony, State Street Global Advisors January 1981 - January 2006
Education
Saint Michael's College 1976 — 1980
Bachelor of Arts (B.A.)
Rosa M. Cordova's Merrill Lynch Experience November 1997 - April 2002
Job Financial Analyst
Industry Higher Education
Experience
New York University April 2014 - Present
Stevens Institute of Technology January 2005 - April 2014
Panasonic Electric Works Corp. of America September 2003 - December 2005
Sosnik, Bell & Co., LLC January 2003 - August 2003
Merrill Lynch November 1997 - April 2002
Skills
Accounting, Financial Reporting, Microsoft Excel, Research, Nonprofits, Financial Analysis, Analysis, Access, Budgets, Financial Modeling, Financial Accounting, Account Reconciliation, Microsoft Office
Education
Saint Peter's University 2008 — 2010
Master's Degree, Accounting, GPA: 3.61/4.0
Saint Peter's University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, GPA: 3.61/4.0
New Jersey City University 2001 — 2004
Bachelor's Degree, Accounting, GPA: 3.76/4.0
New York University April 2014 - Present
Stevens Institute of Technology January 2005 - April 2014
Panasonic Electric Works Corp. of America September 2003 - December 2005
Sosnik, Bell & Co., LLC January 2003 - August 2003
Merrill Lynch November 1997 - April 2002
Skills
Accounting, Financial Reporting, Microsoft Excel, Research, Nonprofits, Financial Analysis, Analysis, Access, Budgets, Financial Modeling, Financial Accounting, Account Reconciliation, Microsoft Office
Education
Saint Peter's University 2008 — 2010
Master's Degree, Accounting, GPA: 3.61/4.0
Saint Peter's University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, GPA: 3.61/4.0
New Jersey City University 2001 — 2004
Bachelor's Degree, Accounting, GPA: 3.76/4.0
Eileen Lynch's Merrill Lynch Experience November 1993 - September 2009
Job at Thomson Reuters
Industry Marketing and Advertising
Experience
Thomson Reuters September 2009 - Present
Merrill Lynch November 1993 - September 2009
Bozell Advertising, New York, NY February 1986 - November 1993
Skills
Corporate Communications, Marketing Communications, Marketing Strategy, Brand Architecture, Integrated Marketing
Education
Saint Michael's College
BA, English
Thomson Reuters September 2009 - Present
Merrill Lynch November 1993 - September 2009
Bozell Advertising, New York, NY February 1986 - November 1993
Skills
Corporate Communications, Marketing Communications, Marketing Strategy, Brand Architecture, Integrated Marketing
Education
Saint Michael's College
BA, English
Michael Bull's Merrill Lynch Experience September 2006 - September 2007
Job Mortgage Loan Officer Corporate Relocation at Prime Lending #928802
Industry Financial Services
Experience
PrimeLending June 2015 - Present
CMG Financial October 2014 - June 2015
Wells Fargo June 2012 - October 2014
Crescent Processing Company April 2011 - April 2012
SMH Capital October 2007 - April 2009
Merrill Lynch September 2006 - September 2007
Israel A. Englander & Co. June 2005 - August 2006
W.L Tyrrell & Company April 2003 - May 2005
TD Professional Execution July 2000 - March 2003
Skills
Trading, Options, Investments, Equities, Financial Analysis, Series 7, Customer Service, Securities, Derivatives, Capital Markets, Customer Relations, Microsoft Office, Excel, Risk Management, Word, PowerPoint, Research, Strategic Planning, Valuation, Compliance, Budgeting, Financial Markets, Brokerage, Equity Derivatives, Team Building, Corporate Finance, Outlook, Coaching, Mortgage Lending, Residential Mortgages, Finance, Loans, Credit, Sales, Loan Origination, Banking, Mortgage Banking, Refinance, FHA, FHA Financing, VA Loans, Investment Properties, Management, USDA, First Time Home Buyers, Consumer Lending, Government Loans, Financial Services
Education
Saint Peter's University 2003 — 2006
MBA, Finance
LaSalle University 1996 — 2000
Bachelor of Science, Environmental Science
PrimeLending June 2015 - Present
CMG Financial October 2014 - June 2015
Wells Fargo June 2012 - October 2014
Crescent Processing Company April 2011 - April 2012
SMH Capital October 2007 - April 2009
Merrill Lynch September 2006 - September 2007
Israel A. Englander & Co. June 2005 - August 2006
W.L Tyrrell & Company April 2003 - May 2005
TD Professional Execution July 2000 - March 2003
Skills
Trading, Options, Investments, Equities, Financial Analysis, Series 7, Customer Service, Securities, Derivatives, Capital Markets, Customer Relations, Microsoft Office, Excel, Risk Management, Word, PowerPoint, Research, Strategic Planning, Valuation, Compliance, Budgeting, Financial Markets, Brokerage, Equity Derivatives, Team Building, Corporate Finance, Outlook, Coaching, Mortgage Lending, Residential Mortgages, Finance, Loans, Credit, Sales, Loan Origination, Banking, Mortgage Banking, Refinance, FHA, FHA Financing, VA Loans, Investment Properties, Management, USDA, First Time Home Buyers, Consumer Lending, Government Loans, Financial Services
Education
Saint Peter's University 2003 — 2006
MBA, Finance
LaSalle University 1996 — 2000
Bachelor of Science, Environmental Science
Frank Giovinazzo's Merrill Lynch Experience May 1983 - April 1994
Job Banking and Brokerage Professional
Industry Banking
Experience
HSBC September 2005 - April 2009
Bank of America August 1994 - June 2005
Merrill Lynch May 1983 - April 1994
Education
Saint Peter's University 1968 — 1974
B.S., Business Administration
HSBC September 2005 - April 2009
Bank of America August 1994 - June 2005
Merrill Lynch May 1983 - April 1994
Education
Saint Peter's University 1968 — 1974
B.S., Business Administration
Sean MG Bradley's Merrill Lynch Experience 1987 - 1990
Job Managing Director at BNP Paribas
Industry Banking
Experience
BNP Paribas January 1997 - Present
Societe Generale 1994 - 1997
BNY Mellon January 1990 - January 1994
Merrill Lynch 1987 - 1990
Skills
Structured Products, Securities Lending, Fixed Income, Investment Banking, Liquidity, FX Options, Derivatives, Financial Markets, Structured Finance, Capital Markets
Education
Saint Michael's College 1980 — 1984
BNP Paribas January 1997 - Present
Societe Generale 1994 - 1997
BNY Mellon January 1990 - January 1994
Merrill Lynch 1987 - 1990
Skills
Structured Products, Securities Lending, Fixed Income, Investment Banking, Liquidity, FX Options, Derivatives, Financial Markets, Structured Finance, Capital Markets
Education
Saint Michael's College 1980 — 1984
Kathy Wu's Merrill Lynch Experience September 2007 - May 2009
Job VP at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
JP Morgan May 2010 - September 2014
Citigroup June 2009 - May 2010
Merrill Lynch September 2007 - May 2009
Citigroup September 2000 - September 2007
AT&T January 1999 - September 2000
Skills
Business Analysis, Project Management, Financial Risk, PMP, Credit Risk, Fixed Income, Derivatives, Equities, Prime Brokerage, Trading Systems, Calypso, SDLC, Risk Management, Visio, Swaps, Credit Derivatives, Integration, Requirements Analysis, Analytics, Back Office, Trading, Testing, User Acceptance Testing, Management, Business Requirements, Software Development, Securities, Financial Markets, FX Options, Electronic Trading, Market Data, Financial Services, Commodity, Capital Markets, Reference Data, Settlement, Investment Banking, Hedge Funds, Portfolio Management, Structured Products, Software Project..., Sybase, Options, Market Risk, Interest Rate..., Unix, Banking, Requirements Gathering, Equity Derivatives, CRM
Education
Wake Forest University 1997 — 1998
MS, Computer Science
Salem College
BS, Chemistry/Math
Citi September 2014 - Present
JP Morgan May 2010 - September 2014
Citigroup June 2009 - May 2010
Merrill Lynch September 2007 - May 2009
Citigroup September 2000 - September 2007
AT&T January 1999 - September 2000
Skills
Business Analysis, Project Management, Financial Risk, PMP, Credit Risk, Fixed Income, Derivatives, Equities, Prime Brokerage, Trading Systems, Calypso, SDLC, Risk Management, Visio, Swaps, Credit Derivatives, Integration, Requirements Analysis, Analytics, Back Office, Trading, Testing, User Acceptance Testing, Management, Business Requirements, Software Development, Securities, Financial Markets, FX Options, Electronic Trading, Market Data, Financial Services, Commodity, Capital Markets, Reference Data, Settlement, Investment Banking, Hedge Funds, Portfolio Management, Structured Products, Software Project..., Sybase, Options, Market Risk, Interest Rate..., Unix, Banking, Requirements Gathering, Equity Derivatives, CRM
Education
Wake Forest University 1997 — 1998
MS, Computer Science
Salem College
BS, Chemistry/Math
Irma Richardson's Merrill Lynch Experience August 1972 - December 1974
Job Clinician Care Coordinator at South Miami Hospital
Industry Hospital & Health Care
Experience
South Miami Hospital January 1991 - Present
UNISA January 1985 - January 1990
South East Bank, Miami Fl January 1983 - January 1985
Banco De PonceRockefeller Plaza New York City January 1974 - January 1983
Merrill Lynch August 1972 - December 1974
Skills
Financial Analysis, Microsoft Excel, Project Management, Microsoft Office, Healthcare, PowerPoint, Data Analysis, Microsoft Word, Customer Service, Business Strategy, Analysis, Public Speaking, Team Building, Hospitals, Research, Strategic Planning
Education
Saint Peter's University 1981 — 1985
BS, Economics
Villanova University Havana Cuba 1957 — 1960
Bachelor of Science, Economics
South Miami Hospital January 1991 - Present
UNISA January 1985 - January 1990
South East Bank, Miami Fl January 1983 - January 1985
Banco De PonceRockefeller Plaza New York City January 1974 - January 1983
Merrill Lynch August 1972 - December 1974
Skills
Financial Analysis, Microsoft Excel, Project Management, Microsoft Office, Healthcare, PowerPoint, Data Analysis, Microsoft Word, Customer Service, Business Strategy, Analysis, Public Speaking, Team Building, Hospitals, Research, Strategic Planning
Education
Saint Peter's University 1981 — 1985
BS, Economics
Villanova University Havana Cuba 1957 — 1960
Bachelor of Science, Economics
Stephen Parcel's Merrill Lynch Experience February 2008 - November 2009
Job Project/QA Manager Consultant
Industry Information Technology and Services
Experience
National Western Life December 2014 - Present
MassMutual Financial Group February 2014 - November 2014
Allianz Life January 2012 - December 2013
Glaxo Smithkline Pharmaceuticals October 2011 - January 2012
Bank of America/Merrill Lynch July 2010 - September 2011
Nobel Biocare March 2010 - July 2010
TD Bank December 2009 - March 2010
Merrill Lynch February 2008 - November 2009
Office Of Payroll City of NY July 2007 - December 2007
Merck Pharmaceuticals February 2002 - June 2007
Skills
Quality Center, Testing, SDLC, Agile Methodologies, Software Quality..., Quality Assurance, Test Management, Integration, Test Automation, Software Development, Waterfall, QTP, Oracle, Test Cases, Test Planning, HP Quality Center, HP QTP
Education
Saint Peter's University 1980 — 1985
BS, Marketing
National Western Life December 2014 - Present
MassMutual Financial Group February 2014 - November 2014
Allianz Life January 2012 - December 2013
Glaxo Smithkline Pharmaceuticals October 2011 - January 2012
Bank of America/Merrill Lynch July 2010 - September 2011
Nobel Biocare March 2010 - July 2010
TD Bank December 2009 - March 2010
Merrill Lynch February 2008 - November 2009
Office Of Payroll City of NY July 2007 - December 2007
Merck Pharmaceuticals February 2002 - June 2007
Skills
Quality Center, Testing, SDLC, Agile Methodologies, Software Quality..., Quality Assurance, Test Management, Integration, Test Automation, Software Development, Waterfall, QTP, Oracle, Test Cases, Test Planning, HP Quality Center, HP QTP
Education
Saint Peter's University 1980 — 1985
BS, Marketing
Ryan Tomer, CFP®'s Merrill Lynch Experience September 2009 - May 2011
Job Wealth Manager
Industry Financial Services
Experience
USAA May 2011 - Present
Merrill Lynch September 2009 - May 2011
Bank of America October 2006 - September 2009
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Series 7
Education
Salem State University
BS, Political Science
USAA May 2011 - Present
Merrill Lynch September 2009 - May 2011
Bank of America October 2006 - September 2009
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Series 7
Education
Salem State University
BS, Political Science
Martin Shahbazian's Merrill Lynch Experience 2008 - 2009
Job Principal, Financial Services at Ernst & Young
Industry Financial Services
Experience
Ernst & Young March 2012 - Present
Capco 2009 - March 2012
Merrill Lynch 2008 - 2009
KPMG Consulting / BearingPoint 1997 - 2006
Skills
Operational Risk, Risk, Trading, Compliance, Credit Risk, Management Consulting, Business Analysis, Business Strategy, Business Intelligence, Change Management, Documentation, Financial Analysis, Financial Reporting, KPI, Program Management, Operations, Operations Management, Organizational..., Risk Management, Integration, Capital Markets, Process Improvement, Business Process, Business Transformation, Governance, Banking Operations, Professional Services
Education
Saint Peter's University 1979 — 1983
BS, Accounting
Ernst & Young March 2012 - Present
Capco 2009 - March 2012
Merrill Lynch 2008 - 2009
KPMG Consulting / BearingPoint 1997 - 2006
Skills
Operational Risk, Risk, Trading, Compliance, Credit Risk, Management Consulting, Business Analysis, Business Strategy, Business Intelligence, Change Management, Documentation, Financial Analysis, Financial Reporting, KPI, Program Management, Operations, Operations Management, Organizational..., Risk Management, Integration, Capital Markets, Process Improvement, Business Process, Business Transformation, Governance, Banking Operations, Professional Services
Education
Saint Peter's University 1979 — 1983
BS, Accounting
Robert Demianew's Merrill Lynch Experience January 1994 - July 1997
Job Vice President at Control Union USA, Inc.
Industry Logistics and Supply Chain
Experience
Control Union USA, Inc. July 2009 - Present
Control Union World Group 1998 - 2011
Control Union Western Hemisphere N.V. July 2002 - June 2009
Control Union Colombia Ltda. January 1999 - June 2002
Merrill Lynch January 1994 - July 1997
Skills
Logistics, Sustainability, Agriculture, Supply Chain Management, International Trade, Sustainable Development, Quality Management, New Business Development, Transportation, Negotiation, Business Strategy, ISO, Risk Management, Sales Management, Strategic Planning, Business Development, Program Management, Auditing, Marketing, Spanish
Education
European University 1997 — 1998
MBA, International Business
Saint Mary's College of California 1989 — 1993
BS, Business Administration & Economics
Control Union USA, Inc. July 2009 - Present
Control Union World Group 1998 - 2011
Control Union Western Hemisphere N.V. July 2002 - June 2009
Control Union Colombia Ltda. January 1999 - June 2002
Merrill Lynch January 1994 - July 1997
Skills
Logistics, Sustainability, Agriculture, Supply Chain Management, International Trade, Sustainable Development, Quality Management, New Business Development, Transportation, Negotiation, Business Strategy, ISO, Risk Management, Sales Management, Strategic Planning, Business Development, Program Management, Auditing, Marketing, Spanish
Education
European University 1997 — 1998
MBA, International Business
Saint Mary's College of California 1989 — 1993
BS, Business Administration & Economics
Frank Gaudio's Merrill Lynch Experience 2003 - 2008
Job
Industry
Experience
Merrill Lynch 2003 - 2008
JPMorgan Chase 1966 - 2001
Chase Manhattan Bank 1966 - 2001
Chemical Bank 1966 - 2001
Education
Saint Peter's University 1972 — 1976
Business Management, Business and Accounting
Merrill Lynch 2003 - 2008
JPMorgan Chase 1966 - 2001
Chase Manhattan Bank 1966 - 2001
Chemical Bank 1966 - 2001
Education
Saint Peter's University 1972 — 1976
Business Management, Business and Accounting
Pete Ortolani's Merrill Lynch Experience January 2011 - May 2011
Job Financial Analyst at NYU Langone Medical Center
Industry Hospital & Health Care
Experience
NYU Langone Medical Center September 2013 - Present
NYU Langone Medical Center September 2011 - Present
Merrill Lynch January 2011 - May 2011
Enterprise Rent-A-Car June 2010 - August 2010
Skills
Microsoft Office, Project Management, Risk Management, Microsoft Excel, Access, Data Analysis, PowerPoint, Accounting, Business Analysis, Visio, Visual Basic, Microsoft Word, Oracle, Salesforce.com, Customer Service, Management
Education
Salisbury University - Perdue School of Business 2007 — 2011
Bachelor of Science (B.S.), Major: Finance Minor: Information Systems
NYU Langone Medical Center September 2013 - Present
NYU Langone Medical Center September 2011 - Present
Merrill Lynch January 2011 - May 2011
Enterprise Rent-A-Car June 2010 - August 2010
Skills
Microsoft Office, Project Management, Risk Management, Microsoft Excel, Access, Data Analysis, PowerPoint, Accounting, Business Analysis, Visio, Visual Basic, Microsoft Word, Oracle, Salesforce.com, Customer Service, Management
Education
Salisbury University - Perdue School of Business 2007 — 2011
Bachelor of Science (B.S.), Major: Finance Minor: Information Systems
John V. Leale's Merrill Lynch Experience May 2014 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Morgan Stanley July 2009 - May 2014
Citigroup September 2007 - July 2009
Education
Saint Peter's University
Merrill Lynch May 2014 - Present
Morgan Stanley July 2009 - May 2014
Citigroup September 2007 - July 2009
Education
Saint Peter's University
Monica Merkel's Merrill Lynch Experience June 2008 - August 2008
Job Server at Bonefish Grill
Industry Primary/Secondary Education
Experience
Bonefish Grill December 2009 - Present
St. Thomas More School September 2008 - Present
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Education
Salisbury University - Perdue School of Business 2005 — 2009
Marketing
Bonefish Grill December 2009 - Present
St. Thomas More School September 2008 - Present
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Education
Salisbury University - Perdue School of Business 2005 — 2009
Marketing
Samantha Howard's Merrill Lynch Experience 2006 - 2007
Job Healthcare Corporate Banker at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets 2007 - Present
Merrill Lynch 2006 - 2007
Skills
Financial Analysis, Valuation, Corporate Finance, Credit Analysis, Portfolio Management, Risk Management, Finance, Banking, Investments, Loans, Commercial Lending, Credit, Healthcare Finance, Underwriting
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Salisbury University - Perdue School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance - Investments, Marketing
BB&T Capital Markets 2007 - Present
Merrill Lynch 2006 - 2007
Skills
Financial Analysis, Valuation, Corporate Finance, Credit Analysis, Portfolio Management, Risk Management, Finance, Banking, Investments, Loans, Commercial Lending, Credit, Healthcare Finance, Underwriting
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Salisbury University - Perdue School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance - Investments, Marketing
Sudip Jha's Merrill Lynch Experience June 2011 - November 2012
Job VP Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. August 2015 - Present
E*TRADE Financial Corporation June 2013 - August 2015
Fisher Investments December 2012 - June 2013
Merrill Lynch June 2011 - November 2012
Charles Schwab May 2007 - September 2010
Kaiser 1994 - 1995
Kaiser 1994 - 1995
Skills
Investments, Asset Management, Series 7, Mutual Funds, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Equities, Wealth Management, Strategic Financial..., Bloomberg
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
Saint Mary's College of California 2007 — 2008
M.S., Finance
University of California, Davis
B.A., Economics
J.P. Morgan Chase Bank, N.A. August 2015 - Present
E*TRADE Financial Corporation June 2013 - August 2015
Fisher Investments December 2012 - June 2013
Merrill Lynch June 2011 - November 2012
Charles Schwab May 2007 - September 2010
Kaiser 1994 - 1995
Kaiser 1994 - 1995
Skills
Investments, Asset Management, Series 7, Mutual Funds, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Equities, Wealth Management, Strategic Financial..., Bloomberg
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
Saint Mary's College of California 2007 — 2008
M.S., Finance
University of California, Davis
B.A., Economics
Anne-Marie McCormick's Merrill Lynch Experience April 2001 - March 2007
Job Sr. Registered Client Service Associate, Associate Director at UBS Financial Services, Inc.
Industry Financial Services
EJ Guanlao's Merrill Lynch Experience December 1999 - November 2002
Job Procurement Administrator at Swatch Group
Industry Luxury Goods & Jewelry
Experience
Swatch Group June 2004 - Present
Merrill Lynch December 1999 - November 2002
Skills
Inventory Management, Stock Control, Retail, Supply Chain, Purchasing, Logistics, Materials Management, Wholesale, Pricing, Sales Management, Visual Merchandising, Watches
Education
Saint Peter's University 1995 — 2000
Accounting
Swatch Group June 2004 - Present
Merrill Lynch December 1999 - November 2002
Skills
Inventory Management, Stock Control, Retail, Supply Chain, Purchasing, Logistics, Materials Management, Wholesale, Pricing, Sales Management, Visual Merchandising, Watches
Education
Saint Peter's University 1995 — 2000
Accounting
Gregory Kencitzski's Merrill Lynch Experience 1991 - 2000
Job Director Ethics and Compliance at Crowley Maritime LLC
Industry Retail
Experience
Crowley Maritime LLC June 2015 - Present
Crowley Maritime LLC June 2012 - June 2015
Winn-Dixie Stores, Inc October 2004 - June 2012
PSS May 2001 - October 2004
Merrill Lynch 1991 - 2000
Skills
Certified Internal..., Certification in Risk..., Certification in..., Internal Controls, Auditing, Risk Assessment, Internal Audit, Audit, Compliance Audits, COSO, Process Improvement, IT Governance, Business Process, Compliance, Risk Management, Quality Auditing, Management Consulting, Management, Financial Reporting, IT Audit, Enterprise Risk..., Accounting, Forecasting, Leadership, Governance, SEC filings, Sarbanes-Oxley Act, Financial Analysis, GAAP
Education
University of North Florida 1999 — 2001
MBA, General Business
Salisbury University 1987 — 1991
BA, Economics
Crowley Maritime LLC June 2015 - Present
Crowley Maritime LLC June 2012 - June 2015
Winn-Dixie Stores, Inc October 2004 - June 2012
PSS May 2001 - October 2004
Merrill Lynch 1991 - 2000
Skills
Certified Internal..., Certification in Risk..., Certification in..., Internal Controls, Auditing, Risk Assessment, Internal Audit, Audit, Compliance Audits, COSO, Process Improvement, IT Governance, Business Process, Compliance, Risk Management, Quality Auditing, Management Consulting, Management, Financial Reporting, IT Audit, Enterprise Risk..., Accounting, Forecasting, Leadership, Governance, SEC filings, Sarbanes-Oxley Act, Financial Analysis, GAAP
Education
University of North Florida 1999 — 2001
MBA, General Business
Salisbury University 1987 — 1991
BA, Economics
Michael Prohammer's Merrill Lynch Experience April 1999 - December 2000
Job Accounting Manager at SEI
Industry Accounting
Experience
SEI June 2012 - Present
State Street June 2009 - September 2011
State Street May 2002 - May 2009
State Street January 2001 - May 2002
Merrill Lynch April 1999 - December 2000
Merrill Lynch July 1998 - March 1999
Merrill Lynch May 1995 - July 1998
Skills
Mutual Funds, Accounting, Problem Solving, Time Management, Troubleshooting, Attention To Detail, Client Relationship..., Expense Budgeting, Team Leadership, Financial Analysis, Vendor Relations, Estimating, Procedure Creation, Internal Controls, Process Control, SAS 70, Procedure Implementation, Performance Management, Conducting Interviews, Deadline Oriented, Teamwork, Corporate Actions, Derivatives, Team Motivator, Investment Products, Fund Administration, Controls, Accounting Procedures, Financial Accounting, Fund Accounting, Client Service, Priority Setting, Reliability, Productivity Improvement, Integrity, Equities, Fixed Income, FX, Money Market, Bonds, Futures, Mortgage Backed..., Options, Swaps
Education
Saint Peter's University 1986 — 1991
BS, Accounting
SEI June 2012 - Present
State Street June 2009 - September 2011
State Street May 2002 - May 2009
State Street January 2001 - May 2002
Merrill Lynch April 1999 - December 2000
Merrill Lynch July 1998 - March 1999
Merrill Lynch May 1995 - July 1998
Skills
Mutual Funds, Accounting, Problem Solving, Time Management, Troubleshooting, Attention To Detail, Client Relationship..., Expense Budgeting, Team Leadership, Financial Analysis, Vendor Relations, Estimating, Procedure Creation, Internal Controls, Process Control, SAS 70, Procedure Implementation, Performance Management, Conducting Interviews, Deadline Oriented, Teamwork, Corporate Actions, Derivatives, Team Motivator, Investment Products, Fund Administration, Controls, Accounting Procedures, Financial Accounting, Fund Accounting, Client Service, Priority Setting, Reliability, Productivity Improvement, Integrity, Equities, Fixed Income, FX, Money Market, Bonds, Futures, Mortgage Backed..., Options, Swaps
Education
Saint Peter's University 1986 — 1991
BS, Accounting
Jeffrey Prosdocimo's Merrill Lynch Experience June 2010 - Present
Job Program/Project Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Merrill Lynch (Broadcort) December 2008 - June 2010
Merrill Lynch 2006 - 2008
Education
St. Peter's College 2000 — 2004
BA, History
Merrill Lynch June 2010 - Present
Merrill Lynch (Broadcort) December 2008 - June 2010
Merrill Lynch 2006 - 2008
Education
St. Peter's College 2000 — 2004
BA, History
Lynne Pendergast's Merrill Lynch Experience September 1985 - January 1988
Job Systems Analyst at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2012 - Present
Pershing April 2002 - April 2012
Pershing August 1995 - April 2002
Pershing December 1994 - August 1995
Smith Barney February 1992 - December 1994
Colonial Savings Bank July 1988 - April 1991
Merrill Lynch September 1985 - January 1988
Crompton & Knowles July 1983 - September 1985
Lincoln Federal Savings September 1982 - July 1983
Education
St. Peter's College 2000 — 2004
MBA, Management, Management Information Systems
Chubb Institute 1991 — 1991
Certification, Programming
Douglass College 1978 — 1982
BA, Music performance
Pershing, a BNY Mellon company April 2012 - Present
Pershing April 2002 - April 2012
Pershing August 1995 - April 2002
Pershing December 1994 - August 1995
Smith Barney February 1992 - December 1994
Colonial Savings Bank July 1988 - April 1991
Merrill Lynch September 1985 - January 1988
Crompton & Knowles July 1983 - September 1985
Lincoln Federal Savings September 1982 - July 1983
Education
St. Peter's College 2000 — 2004
MBA, Management, Management Information Systems
Chubb Institute 1991 — 1991
Certification, Programming
Douglass College 1978 — 1982
BA, Music performance
NORMA BENITES's Merrill Lynch Experience February 1997 - February 2003
Job VICE PRESIDENT / PERSONAL BANKER J P MORGAN CHASE BANK, N,A. 4 NEW YORK PLAZA NEW YORK, N.Y. 10004
Industry Financial Services
Experience
JP MORGAN CHASE BANK NA June 2003 - Present
Merrill Lynch February 1997 - February 2003
Bankers Trust March 1972 - February 1997
Education
Saint Peter's University
Bachelor of Science
JP MORGAN CHASE BANK NA June 2003 - Present
Merrill Lynch February 1997 - February 2003
Bankers Trust March 1972 - February 1997
Education
Saint Peter's University
Bachelor of Science
Robert Outtrim, III's Merrill Lynch Experience January 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Education
Saint Michael's College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Vermont Academy 2000 — 2003
Merrill Lynch January 2011 - Present
Education
Saint Michael's College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Vermont Academy 2000 — 2003
Andrea Dion's Merrill Lynch Experience 2001 - 2002
Job Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2011 - Present
Merchants Trust Company September 2005 - April 2011
Chittenden Trust Company April 2004 - September 2005
Equity Services, Inc. May 2002 - October 2003
Merrill Lynch 2001 - 2002
TD 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Financial Services, Trading, Series 66
Education
Saint Michael's College 1998 — 2002
B.S, Business Administration and Management, General
Morgan Stanley Wealth Management April 2011 - Present
Merchants Trust Company September 2005 - April 2011
Chittenden Trust Company April 2004 - September 2005
Equity Services, Inc. May 2002 - October 2003
Merrill Lynch 2001 - 2002
TD 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Financial Services, Trading, Series 66
Education
Saint Michael's College 1998 — 2002
B.S, Business Administration and Management, General
Lydia Ann DiGiovanni's Merrill Lynch Experience March 2004 - May 2006
Job Homeschooler, Ages 5 and 3 Full Time Parent
Industry Primary/Secondary Education
Experience
Full Time Parent November 2011 - Present
Remilon, LLC February 2015 - April 2015
Kawameeh Middle School September 2008 - November 2011
Good Shepherd Academy September 2006 - June 2008
Merrill Lynch March 2004 - May 2006
Skills
Teaching, Tutoring, Curriculum Design, Elementary Education, Education, Mathematics, Middle School, Writing, Educational Leadership, K-12, Classroom, Lesson Planning, Curriculum Development, Educational Technology
Education
Saint Peter's College 2006 — 2009
Master of Education (M.Ed.), Educational Leadership and Administration, General
Saint Peter's University 2006 — 2008
Master's Degree, Early Childhood Education and Teaching
University of Florida 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Psychology
Full Time Parent November 2011 - Present
Remilon, LLC February 2015 - April 2015
Kawameeh Middle School September 2008 - November 2011
Good Shepherd Academy September 2006 - June 2008
Merrill Lynch March 2004 - May 2006
Skills
Teaching, Tutoring, Curriculum Design, Elementary Education, Education, Mathematics, Middle School, Writing, Educational Leadership, K-12, Classroom, Lesson Planning, Curriculum Development, Educational Technology
Education
Saint Peter's College 2006 — 2009
Master of Education (M.Ed.), Educational Leadership and Administration, General
Saint Peter's University 2006 — 2008
Master's Degree, Early Childhood Education and Teaching
University of Florida 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Psychology
Joe Holleran's Merrill Lynch Experience April 2005 - May 2009
Job Technology Audit Director, Corporate Audit at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments May 2009 - June 2013
Merrill Lynch April 2005 - May 2009
Pershing, a BNY Mellon company January 2000 - March 2005
Ernst & Young June 1995 - December 1999
Skills
Risk Management, Internal Audit, Sarbanes-Oxley Act, IT Audit, Auditing, Operational Risk...
Education
St. Peter's College 1996 — 1999
Master of Science (MS), Accounting
St. Peter's College 1996 — 1999
Master of Business Administration (MBA), Management Information Systems
St. Peter's College 1992 — 1996
Bachelor of Science (BS), Accounting
Fidelity Investments June 2013 - Present
Fidelity Investments May 2009 - June 2013
Merrill Lynch April 2005 - May 2009
Pershing, a BNY Mellon company January 2000 - March 2005
Ernst & Young June 1995 - December 1999
Skills
Risk Management, Internal Audit, Sarbanes-Oxley Act, IT Audit, Auditing, Operational Risk...
Education
St. Peter's College 1996 — 1999
Master of Science (MS), Accounting
St. Peter's College 1996 — 1999
Master of Business Administration (MBA), Management Information Systems
St. Peter's College 1992 — 1996
Bachelor of Science (BS), Accounting
Patty Kropiewnicki's Merrill Lynch Experience 2000 - 2006
Job Financial Industry Professional │ Corporate Treasury │ Paralegal │ Debt Administration
Industry Financial Services
Experience
Bank of America / Merrill Lynch & Co., Inc. 2000 - 2012
Merrill Lynch 2000 - 2006
Merrill Lynch 1990 - 2000
Skills
Treasury, Funding, Treasury Management, Derivatives, Fixed Income, Analysis, Banking
Education
St. Peter's College
Bank of America / Merrill Lynch & Co., Inc. 2000 - 2012
Merrill Lynch 2000 - 2006
Merrill Lynch 1990 - 2000
Skills
Treasury, Funding, Treasury Management, Derivatives, Fixed Income, Analysis, Banking
Education
St. Peter's College
Priscilla Matamoros's Merrill Lynch Experience 2002 - 2003
Job VP Corporate Actions at Natixis Securities America, LLC
Industry Banking
Experience
Natixis Securities America, LLC 2011 - Present
BNY Mellon 2006 - 2008
Fiserv ISS 2004 - 2006
Merrill Lynch 2002 - 2003
Merrill Lynch 1993 - 2001
Skills
Corporate Actions, Global Asset Management, Risk Management, Internal Control..., Cost Control, Operational Strategy, Transaction Processing, Securities Market, Financial Markets, Mergers & Acquisitions, Tax Reporting, Risk Analysis, International Security, DTC, International Banking...
Education
Saint Peter's University
Master of Business Administration (MBA)
Saint Peter's University
Bachelor of Science (BS), Business Administration and Management, General
Natixis Securities America, LLC 2011 - Present
BNY Mellon 2006 - 2008
Fiserv ISS 2004 - 2006
Merrill Lynch 2002 - 2003
Merrill Lynch 1993 - 2001
Skills
Corporate Actions, Global Asset Management, Risk Management, Internal Control..., Cost Control, Operational Strategy, Transaction Processing, Securities Market, Financial Markets, Mergers & Acquisitions, Tax Reporting, Risk Analysis, International Security, DTC, International Banking...
Education
Saint Peter's University
Master of Business Administration (MBA)
Saint Peter's University
Bachelor of Science (BS), Business Administration and Management, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank