Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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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
Kathleen Wyss Kathleen Wyss's Merrill Lynch Experience October 1987 - May 1988
Job Senior Consultant at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation August 2012 - Present
Northern Trust May 1997 - March 2004
Northern Trust March 1995 - May 1997
Investors Bank & Trust (State Street Bank) May 1989 - December 1994
Shawmut Bank (Bank of America) May 1988 - May 1989
Merrill Lynch October 1987 - May 1988
Skills
Leadership, Management, Investments, Mutual Funds, Accounting, Sales, Proposal Writing, Securities, Customer Service, Employee Benefits, Databases, Insurance
Education
Bentley University 1991 — 1994
MBA, Marketing
University of Vermont 1984 — 1988
BS, Finance
Wilton High School
CVS Caremark Corporation August 2012 - Present
Northern Trust May 1997 - March 2004
Northern Trust March 1995 - May 1997
Investors Bank & Trust (State Street Bank) May 1989 - December 1994
Shawmut Bank (Bank of America) May 1988 - May 1989
Merrill Lynch October 1987 - May 1988
Skills
Leadership, Management, Investments, Mutual Funds, Accounting, Sales, Proposal Writing, Securities, Customer Service, Employee Benefits, Databases, Insurance
Education
Bentley University 1991 — 1994
MBA, Marketing
University of Vermont 1984 — 1988
BS, Finance
Wilton High School
Jeremy Dent Jeremy Dent's Merrill Lynch Experience June 2010 - Present
Job Vice President at Merrill Lynch Global Leveraged Finance and Investment Banking
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
GE Asset Management January 2007 - June 2010
GE Capital June 2004 - January 2007
Skills
Investments, Financial Modeling, Investment Banking, Due Diligence, Risk Management, Finance, Valuation, Management
Education
University of Cape Town 2011 — 2011
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Banking and Finance
Bentley University 2000 — 2004
BA, Finance and Math
Merrill Lynch June 2010 - Present
GE Asset Management January 2007 - June 2010
GE Capital June 2004 - January 2007
Skills
Investments, Financial Modeling, Investment Banking, Due Diligence, Risk Management, Finance, Valuation, Management
Education
University of Cape Town 2011 — 2011
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Banking and Finance
Bentley University 2000 — 2004
BA, Finance and Math
Mason Wendell Mason Wendell's Merrill Lynch Experience 1998 - 2000
Job Senior Designer at Phase2
Industry Internet
Experience
Phase2 January 2015 - Present
Coding Designer LLC March 2013 - Present
Phase2 May 2014 - January 2015
Zivtech November 2011 - February 2013
Zivtech July 2010 - February 2013
Canary Promotion + Design August 2001 - September 2010
Prudential Securities 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
Graphic Design, Drupal, CSS, Web Development, Web Standards, SASS, PHP, HTML 5, CSS3, User Experience, JavaScript, Web Design, HTML, Git, CMS, Typography, Information Architecture, Art Direction, User Interface Design, Front-end, Interaction Design, User Interface, jQuery, XHTML, User Experience Design
Education
Berklee College of Music 1993 — 1997
Bachelor of Music, Professional Music
Phase2 January 2015 - Present
Coding Designer LLC March 2013 - Present
Phase2 May 2014 - January 2015
Zivtech November 2011 - February 2013
Zivtech July 2010 - February 2013
Canary Promotion + Design August 2001 - September 2010
Prudential Securities 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
Graphic Design, Drupal, CSS, Web Development, Web Standards, SASS, PHP, HTML 5, CSS3, User Experience, JavaScript, Web Design, HTML, Git, CMS, Typography, Information Architecture, Art Direction, User Interface Design, Front-end, Interaction Design, User Interface, jQuery, XHTML, User Experience Design
Education
Berklee College of Music 1993 — 1997
Bachelor of Music, Professional Music
J. Jasmine (Gobic) Chmiel J. Jasmine (Gobic) Chmiel's Merrill Lynch Experience 2000 - 2001
Job Legal Research Librarian at Zimmerman Associates, Inc.
Industry Information Services
Experience
Zimmerman Associates, Inc. September 2015 - Present
The Catholic University of America August 2013 - Present
Hogan & Hartson LLP 2005 - 2006
Latham & Watkins 2004 - 2005
Mayer Brown 2003 - 2004
Weiner Brodsky Kider PC 2002 - 2003
University of South Florida 2001 - 2002
Merrill Lynch 2000 - 2001
Skills
Research, Marketing, Editing, Music Education, Event Planning, Public Speaking, Legal Research, Legal Writing, Fundraising, Management, Social Media, Entertainment, Music, Licensing, Intellectual Property, Business Development, Piano, Event Management, Social Networking, Project Management, Strategic Planning, Program Management, Leadership, Microsoft Office, Teaching, Writing, Nonprofits
Education
The Catholic University of America 2013 — 2015
Master’s Degree, MSLIS, Library and Information Science - Law Librarianship
Georgetown University 2003 — 2004
Graduate Certificate, Paralegal
Berklee College of Music 1995 — 1999
B.A., Professional Music
Boston University 1993 — 1995
Communication, General
Zimmerman Associates, Inc. September 2015 - Present
The Catholic University of America August 2013 - Present
Hogan & Hartson LLP 2005 - 2006
Latham & Watkins 2004 - 2005
Mayer Brown 2003 - 2004
Weiner Brodsky Kider PC 2002 - 2003
University of South Florida 2001 - 2002
Merrill Lynch 2000 - 2001
Skills
Research, Marketing, Editing, Music Education, Event Planning, Public Speaking, Legal Research, Legal Writing, Fundraising, Management, Social Media, Entertainment, Music, Licensing, Intellectual Property, Business Development, Piano, Event Management, Social Networking, Project Management, Strategic Planning, Program Management, Leadership, Microsoft Office, Teaching, Writing, Nonprofits
Education
The Catholic University of America 2013 — 2015
Master’s Degree, MSLIS, Library and Information Science - Law Librarianship
Georgetown University 2003 — 2004
Graduate Certificate, Paralegal
Berklee College of Music 1995 — 1999
B.A., Professional Music
Boston University 1993 — 1995
Communication, General
Michael DiGrazia, CFP® CIMA® Michael DiGrazia, CFP® CIMA®'s Merrill Lynch Experience September 1998 - June 2004
Job Director, Institutional Consultant, Portfolio Manager, Senior Retirement Plan Consultant at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS June 2004 - Present
Merrill Lynch September 1998 - June 2004
Education
Bentley University 1982 — 1986
UBS June 2004 - Present
Merrill Lynch September 1998 - June 2004
Education
Bentley University 1982 — 1986
Scott Maguire, CFA, CAIA's Merrill Lynch Experience 1986 - 1989
Job Managing Director, Global Head of Client Service & Marketing CenterSquare Investment Management
Industry Investment Management
Experience
CenterSquare Investment Management (formerly Urdang Capital Management) April 2007 - Present
John A. Levin & Co. 2001 - 2006
Mellon Financial / Laurel Capital Advisors 1989 - 2001
Merrill Lynch 1986 - 1989
General Electric 1985 - 1986
General Electric 1984 - 1985
Skills
Client Service, New Business Development, Asset Managment, Alternative Investments, Hedge Funds, Investments, Equities, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Mutual Funds, Series 7, Fixed Income, Due Diligence, Series 63, Capital Markets, Securities, Series 24, Real Estate, Attribution, Product Development, Global Marketing, Global Business..., Investor Relations, Fund Of Funds, Asset Management, Valuation, Private Equity, Institutional..., Client Services
Education
Bentley University 1980 — 1984
BS, Computer Information Systems
Bentley University 1980 — 1984
AS, Accountancy
Bentley University 1980 — 1984
AS, Management
CenterSquare Investment Management (formerly Urdang Capital Management) April 2007 - Present
John A. Levin & Co. 2001 - 2006
Mellon Financial / Laurel Capital Advisors 1989 - 2001
Merrill Lynch 1986 - 1989
General Electric 1985 - 1986
General Electric 1984 - 1985
Skills
Client Service, New Business Development, Asset Managment, Alternative Investments, Hedge Funds, Investments, Equities, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Mutual Funds, Series 7, Fixed Income, Due Diligence, Series 63, Capital Markets, Securities, Series 24, Real Estate, Attribution, Product Development, Global Marketing, Global Business..., Investor Relations, Fund Of Funds, Asset Management, Valuation, Private Equity, Institutional..., Client Services
Education
Bentley University 1980 — 1984
BS, Computer Information Systems
Bentley University 1980 — 1984
AS, Accountancy
Bentley University 1980 — 1984
AS, Management
Dustin Cloutier's Merrill Lynch Experience June 2010 - August 2010
Job Owner/lead carpenter for GC Carpentry
Industry Construction
Experience
Frisk Asker August 2013 - January 2014
Kalamazoo Wings December 2011 - April 2013
Merrill Lynch June 2010 - August 2010
GC Carpentry June 2004 - August 2009
BK Johnson, Commerce April 2000 - April 2004
Skills
Budgets, Management, Microsoft Excel, CRM, Customer Service, Access, PowerPoint, Microsoft Word, Finance, Customer Satisfaction, Sales, Microsoft Office
Education
Bentley University 2007 — 2011
Bachelor of Science in Management, Managment, Sociology, Econimics
Frisk Asker August 2013 - January 2014
Kalamazoo Wings December 2011 - April 2013
Merrill Lynch June 2010 - August 2010
GC Carpentry June 2004 - August 2009
BK Johnson, Commerce April 2000 - April 2004
Skills
Budgets, Management, Microsoft Excel, CRM, Customer Service, Access, PowerPoint, Microsoft Word, Finance, Customer Satisfaction, Sales, Microsoft Office
Education
Bentley University 2007 — 2011
Bachelor of Science in Management, Managment, Sociology, Econimics
Crawford James II Crawford James II's Merrill Lynch Experience October 2007 - February 2010
Job Founder/Principal Diversified Ag & Energy LLC
Industry Farming
Experience
Crawford James Private Wealth Management February 2012 - Present
Diversified Ag & Energy LLC February 2012 - Present
Morgan Stanley Smith Barney February 2010 - January 2012
Merrill Lynch October 2007 - February 2010
Fidelity Investments October 1998 - October 2007
Education
Berea College 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Crawford James Private Wealth Management February 2012 - Present
Diversified Ag & Energy LLC February 2012 - Present
Morgan Stanley Smith Barney February 2010 - January 2012
Merrill Lynch October 2007 - February 2010
Fidelity Investments October 1998 - October 2007
Education
Berea College 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Evan Mula's Merrill Lynch Experience December 2011 - July 2013
Job Head of Marketing & Community at Mapkin
Industry Internet
Experience
Mapkin November 2014 - Present
Change Heroes July 2013 - October 2014
Merrill Lynch December 2011 - July 2013
Fireman Capital Partners 2011 - June 2012
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
Mapkin November 2014 - Present
Change Heroes July 2013 - October 2014
Merrill Lynch December 2011 - July 2013
Fireman Capital Partners 2011 - June 2012
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
George Lewis VI, MBA's Merrill Lynch Experience March 2012 - December 2014
Job President at Lewis and Companies
Industry Financial Services
Experience
Lewis and Companies January 2015 - Present
Thompson Island Board of Trustees January 2015 - Present
ONEin3 February 2014 - March 2015
Merrill Lynch March 2012 - December 2014
29 Newbury St June 2009 - December 2013
Merrill Lynch May 2010 - December 2010
Wellington Management May 2008 - August 2008
Skills
Personal Financial..., Consulting, Wealth Management, Finance, Customer Service, Business Development, Hedge Funds, Investments, Bloomberg, Asset Allocation, Mutual Funds, Portfolio Management, Strategic Planning, Derivatives, Financial Services
Education
Bentley University 2011 — 2012
MBA, Finance and Management
Bentley University 2007 — 2011
BA and BS, Finance, Economics, Earth Sciences and Global Sustainability
The Rivers School 2003 — 2007
Dexter 1995 — 2003
Lewis and Companies January 2015 - Present
Thompson Island Board of Trustees January 2015 - Present
ONEin3 February 2014 - March 2015
Merrill Lynch March 2012 - December 2014
29 Newbury St June 2009 - December 2013
Merrill Lynch May 2010 - December 2010
Wellington Management May 2008 - August 2008
Skills
Personal Financial..., Consulting, Wealth Management, Finance, Customer Service, Business Development, Hedge Funds, Investments, Bloomberg, Asset Allocation, Mutual Funds, Portfolio Management, Strategic Planning, Derivatives, Financial Services
Education
Bentley University 2011 — 2012
MBA, Finance and Management
Bentley University 2007 — 2011
BA and BS, Finance, Economics, Earth Sciences and Global Sustainability
The Rivers School 2003 — 2007
Dexter 1995 — 2003
Richard Formicola Richard Formicola's Merrill Lynch Experience June 1984 - Present
Job Vice President Securities Pricing Service and Technology at Merril Lynch / Bank Of America
Industry Financial Services
Experience
Merrill Lynch June 1984 - Present
Merril Lynch / Bank Of America June 1984 - Present
Skills
IT Management, User Acceptance Testing, ITIL, Web Application Design, VM / Zos, MVS/ESA, REXX, PIPEs, MVS, Unix, SDLC, Vendor Management, Visio, Data Center, Business Analysis, IT Service Management, Disaster Recovery, IT Strategy, Customer Service, Sales, Project Management, Team Building, Public Speaking, Microsoft Word, Strategic Planning, Management, Leadership, Microsoft Office
Education
Chubb Institute 1983 — 1984
Computer Programming
Bergen Community College 1981 — 1982
River Dell High School 1975 — 1979
High School Diploma
Merrill Lynch June 1984 - Present
Merril Lynch / Bank Of America June 1984 - Present
Skills
IT Management, User Acceptance Testing, ITIL, Web Application Design, VM / Zos, MVS/ESA, REXX, PIPEs, MVS, Unix, SDLC, Vendor Management, Visio, Data Center, Business Analysis, IT Service Management, Disaster Recovery, IT Strategy, Customer Service, Sales, Project Management, Team Building, Public Speaking, Microsoft Word, Strategic Planning, Management, Leadership, Microsoft Office
Education
Chubb Institute 1983 — 1984
Computer Programming
Bergen Community College 1981 — 1982
River Dell High School 1975 — 1979
High School Diploma
S. Saif Uddin's Merrill Lynch Experience February 2013 - Present
Job Wealth and Investment Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
AAYS Enterprises LLC September 2011 - February 2013
Paraiso Comercio Internacional (Trading Business) January 2010 - September 2011
Crown Polyester (Textiles Manufacturing) September 2003 - September 2011
Fun Factory (Food & Beverages) March 2007 - December 2010
Skills
Entrepreneurship, Sales Management, Negotiation, Conflict Resolution, Customer Service, Customer Relations, Cross-cultural Teams, Civil Aviation, Textiles, Food & Beverage, PowerPoint, Microsoft Excel, Microsoft Word, Management, Leadership, Retail
Education
Bentley University 1999 — 2003
Bachelor of Science (BS), Finance, General
City School 1997 — 1999
High School
Beacon House School 1985 — 1997
Merrill Lynch February 2013 - Present
AAYS Enterprises LLC September 2011 - February 2013
Paraiso Comercio Internacional (Trading Business) January 2010 - September 2011
Crown Polyester (Textiles Manufacturing) September 2003 - September 2011
Fun Factory (Food & Beverages) March 2007 - December 2010
Skills
Entrepreneurship, Sales Management, Negotiation, Conflict Resolution, Customer Service, Customer Relations, Cross-cultural Teams, Civil Aviation, Textiles, Food & Beverage, PowerPoint, Microsoft Excel, Microsoft Word, Management, Leadership, Retail
Education
Bentley University 1999 — 2003
Bachelor of Science (BS), Finance, General
City School 1997 — 1999
High School
Beacon House School 1985 — 1997
Joseariel Gomez Ortigoza Joseariel Gomez Ortigoza's Merrill Lynch Experience August 2004 - December 2004
Job Founder & CEO of Shastic
Industry Financial Services
Experience
Shastic January 2009 - Present
Optimizing Facebook for Lending - Speaker March 2014 - March 2014
Is There something To ‘like’ in making loans via Facebook? - Speaker May 2013 - May 2013
Shast January 2007 - December 2008
Premio Intel Mexico October 2006 - October 2006
Merrill Lynch August 2004 - December 2004
Skills
Ruby on Rails, Amazon Web Services..., Social Networking, Social Media Marketing, Business Development, Social Media, Marketing Strategy, Marketing, Strategic Planning, Product Development, Leadership, Entrepreneurship, Public Speaking, Fundraising, Strategic Partnerships, Business Strategy, Market Research, Marketing Communications, Team Leadership, Paypal Integration, Facebook API, JavaScript, jQuery, CSS, HTML, Ruby, AJAX, MySQL, ActionScript, New Business Development, User Experience Design, UX Design, Start-ups, Product Management, Mobile Applications, Business Intelligence, E-commerce, Online Marketing, Mobile Devices
Education
Tecnológico de Monterrey 2002 — 2006
B.A., Financial Management
Idea Verona 2004 — 2004
Vocal & Linguistic Certificate, Intensive Italian & Bel Canto Program
ACICOM 2003 — 2003
Linguistic Certificate, Intensive French Program
Berklee College of Music 2002 — 2002
Online Course Certificate, Desktop Music Production Online Course
Université catholique de l'Ouest 2001 — 2001
Linguistic Certificate, Intensive French Program
The American School In Switzerland (TASIS) 1997 — 1997
Linguistic Certificate, Intensive English Program
Shastic January 2009 - Present
Optimizing Facebook for Lending - Speaker March 2014 - March 2014
Is There something To ‘like’ in making loans via Facebook? - Speaker May 2013 - May 2013
Shast January 2007 - December 2008
Premio Intel Mexico October 2006 - October 2006
Merrill Lynch August 2004 - December 2004
Skills
Ruby on Rails, Amazon Web Services..., Social Networking, Social Media Marketing, Business Development, Social Media, Marketing Strategy, Marketing, Strategic Planning, Product Development, Leadership, Entrepreneurship, Public Speaking, Fundraising, Strategic Partnerships, Business Strategy, Market Research, Marketing Communications, Team Leadership, Paypal Integration, Facebook API, JavaScript, jQuery, CSS, HTML, Ruby, AJAX, MySQL, ActionScript, New Business Development, User Experience Design, UX Design, Start-ups, Product Management, Mobile Applications, Business Intelligence, E-commerce, Online Marketing, Mobile Devices
Education
Tecnológico de Monterrey 2002 — 2006
B.A., Financial Management
Idea Verona 2004 — 2004
Vocal & Linguistic Certificate, Intensive Italian & Bel Canto Program
ACICOM 2003 — 2003
Linguistic Certificate, Intensive French Program
Berklee College of Music 2002 — 2002
Online Course Certificate, Desktop Music Production Online Course
Université catholique de l'Ouest 2001 — 2001
Linguistic Certificate, Intensive French Program
The American School In Switzerland (TASIS) 1997 — 1997
Linguistic Certificate, Intensive English Program
Jonathan Boulineau's Merrill Lynch Experience May 2008 - December 2008
Job Manager, Data Integration at HealthTrust Purchasing Group
Industry Financial Services
Experience
HealthTrust Purchasing Group September 2014 - Present
Aflac November 2011 - September 2014
OmegaFi August 2010 - November 2011
Synovus Financial Corp. March 2009 - September 2010
Synovus January 2009 - May 2009
Merrill Lynch May 2008 - December 2008
A.G. Edwards March 2006 - May 2008
Office of the Chapter 13 Trustee November 2003 - March 2006
Berry College 2000 - 2002
Skills
T-SQL, Database Design, Data Modeling, Dimensional Modeling, Master Data Management, Microsoft SQL Server, Object Oriented Design, Powershell, Database Administration, Cloud Computing, Project Management, SQL, SSIS, SSRS, Databases, Project Delivery, ETL, Business Intelligence, Enterprise Architecture, Data Analysis, Data Warehousing, SharePoint, Data Architecture, Business Objects, Performance Tuning, Software Development, Disaster Recovery, Visio, Analysis Services, DB2, SOA, SDLC, Windows Azure, SQL Azure, Stored Procedures, SQL Tuning, MySQL, Virtualization, Integration
Education
Columbus State University 2009 — 2011
Masters, Computer Science
Berry College 1997 — 2001
Bachelor of Science, Government
HealthTrust Purchasing Group September 2014 - Present
Aflac November 2011 - September 2014
OmegaFi August 2010 - November 2011
Synovus Financial Corp. March 2009 - September 2010
Synovus January 2009 - May 2009
Merrill Lynch May 2008 - December 2008
A.G. Edwards March 2006 - May 2008
Office of the Chapter 13 Trustee November 2003 - March 2006
Berry College 2000 - 2002
Skills
T-SQL, Database Design, Data Modeling, Dimensional Modeling, Master Data Management, Microsoft SQL Server, Object Oriented Design, Powershell, Database Administration, Cloud Computing, Project Management, SQL, SSIS, SSRS, Databases, Project Delivery, ETL, Business Intelligence, Enterprise Architecture, Data Analysis, Data Warehousing, SharePoint, Data Architecture, Business Objects, Performance Tuning, Software Development, Disaster Recovery, Visio, Analysis Services, DB2, SOA, SDLC, Windows Azure, SQL Azure, Stored Procedures, SQL Tuning, MySQL, Virtualization, Integration
Education
Columbus State University 2009 — 2011
Masters, Computer Science
Berry College 1997 — 2001
Bachelor of Science, Government
Michael Vitiello Michael Vitiello's Merrill Lynch Experience November 2004 - August 2005
Job Manager, Service Sales at Cisco
Industry Computer Networking
Experience
Cisco May 2013 - Present
Cisco November 2006 - May 2013
Merrill Lynch November 2004 - August 2005
Morgan Stanley 2003 - 2005
IBM Global Services 1995 - 2003
IBM 1995 - 2003
Skills
Wireless, Professional Services, Sales, Cloud Computing, Managed Services, Go-to-market Strategy, Unified Communications, Data Center, Solution Selling, Pre-sales, SaaS, Channel Partners, Enterprise Software, Telecommunications, VoIP
Education
Middlesex County College 1995 — 1997
Business Management
Bergen Community College 1990 — 1991
IT & Business Management
Computer Processing Inst. 1981 — 1983
Certification, Electronics & Computer Technology
Cisco May 2013 - Present
Cisco November 2006 - May 2013
Merrill Lynch November 2004 - August 2005
Morgan Stanley 2003 - 2005
IBM Global Services 1995 - 2003
IBM 1995 - 2003
Skills
Wireless, Professional Services, Sales, Cloud Computing, Managed Services, Go-to-market Strategy, Unified Communications, Data Center, Solution Selling, Pre-sales, SaaS, Channel Partners, Enterprise Software, Telecommunications, VoIP
Education
Middlesex County College 1995 — 1997
Business Management
Bergen Community College 1990 — 1991
IT & Business Management
Computer Processing Inst. 1981 — 1983
Certification, Electronics & Computer Technology
Dave Belikov Dave Belikov's Merrill Lynch Experience 2003 - 2004
Job Vice President
Industry Banking
Experience
TD Private Client Group August 2013 - Present
HSBC 2008 - August 2013
Merrill Lynch 2003 - 2004
Skills
Mutual Funds, Series 7, Portfolio Management, Wealth Management, Investments
Education
Bentley University 1995 — 2002
B.S., Finance
FLHS 1991 — 1995
D'Amore-McKim School of Business at Northeastern University
MBA, International Business
TD Private Client Group August 2013 - Present
HSBC 2008 - August 2013
Merrill Lynch 2003 - 2004
Skills
Mutual Funds, Series 7, Portfolio Management, Wealth Management, Investments
Education
Bentley University 1995 — 2002
B.S., Finance
FLHS 1991 — 1995
D'Amore-McKim School of Business at Northeastern University
MBA, International Business
Peyton Sadler Peyton Sadler's Merrill Lynch Experience January 2011 - July 2011
Job Assurance Associate at Deloitte & Touche
Industry Accounting
Experience
Deloitte August 2013 - Present
Galderma January 2013 - June 2013
Galderma July 2012 - December 2012
Merrill Lynch January 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Financial Reporting, Financial Analysis, Financial Modeling, Finance, Valuation, Accounting, Investments, Financial Accounting, Bloomberg, Oracle Reports
Education
Texas Christian University 2012 — 2013
Master's degree, Accounting
Texas Christian University - M.J. Neeley School of Business 2009 — 2012
Bachelor of Business Administration, Finance and Accounting
Bentley University 2008 — 2009
Finance and Accounting
Deloitte August 2013 - Present
Galderma January 2013 - June 2013
Galderma July 2012 - December 2012
Merrill Lynch January 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Financial Reporting, Financial Analysis, Financial Modeling, Finance, Valuation, Accounting, Investments, Financial Accounting, Bloomberg, Oracle Reports
Education
Texas Christian University 2012 — 2013
Master's degree, Accounting
Texas Christian University - M.J. Neeley School of Business 2009 — 2012
Bachelor of Business Administration, Finance and Accounting
Bentley University 2008 — 2009
Finance and Accounting
Jessie Lance's Merrill Lynch Experience March 2014 - Present
Job Administration Assistant at Merrill Lynch
Industry Military
Experience
Merrill Lynch March 2014 - Present
Morgan Stanley October 2013 - March 2014
Chuck Martino & Associates March 2013 - August 2013
United States Marine Corps January 2009 - March 2013
Skills
Military, Military Operations, Security Clearance, Operational Planning, Military Experience, Supervisory Skills, Follow Through, Customer Service, Professional..., Statistical Data..., Military Training, Weapons, National Security, Force Protection, Command, Marine Corps, Counterinsurgency, Marksmanship, Tactics, Microsoft Office
Education
Berry College 2007 — 2008
Merrill Lynch March 2014 - Present
Morgan Stanley October 2013 - March 2014
Chuck Martino & Associates March 2013 - August 2013
United States Marine Corps January 2009 - March 2013
Skills
Military, Military Operations, Security Clearance, Operational Planning, Military Experience, Supervisory Skills, Follow Through, Customer Service, Professional..., Statistical Data..., Military Training, Weapons, National Security, Force Protection, Command, Marine Corps, Counterinsurgency, Marksmanship, Tactics, Microsoft Office
Education
Berry College 2007 — 2008
Pat D'Alessio Pat D'Alessio's Merrill Lynch Experience 2000 - 2008
Job Realtor | Watson Realty Corp. Serving St. Augustine, Ponte Vedra, Nocatee, St. Johns County, Duval County, Florida
Industry Real Estate
Experience
Watson Realty Corp., Proud member of the Leading Real Estate Companies of the World Network. 2008 - Present
Merrill Lynch 2000 - 2008
Bank of America Merrill Lynch 1985 - 2007
Skills
ePro, Real Estate, First Time Home Buyers, Negotiation, Short Sales, Sellers, Relocation, Investments, REO, Residential, First Time Buyers, Investment Properties, Selling, Referrals, Real Estate Transactions, Real Estate License, Residential Homes, Property, Single Family Homes, e-PRO, New Home Sales, Foreclosures, Investors, Listings, Real Property, Condos, Buyer Representation, Vacation Homes, Townhomes, SFR, Luxury, HUD, New Homes, Seniors, Waterfront, Rentals, Move Up Buyers, Buyers
Education
The University of Memphis 1976 — 1977
Finance
Bergen Community College
Watson Realty Corp., Proud member of the Leading Real Estate Companies of the World Network. 2008 - Present
Merrill Lynch 2000 - 2008
Bank of America Merrill Lynch 1985 - 2007
Skills
ePro, Real Estate, First Time Home Buyers, Negotiation, Short Sales, Sellers, Relocation, Investments, REO, Residential, First Time Buyers, Investment Properties, Selling, Referrals, Real Estate Transactions, Real Estate License, Residential Homes, Property, Single Family Homes, e-PRO, New Home Sales, Foreclosures, Investors, Listings, Real Property, Condos, Buyer Representation, Vacation Homes, Townhomes, SFR, Luxury, HUD, New Homes, Seniors, Waterfront, Rentals, Move Up Buyers, Buyers
Education
The University of Memphis 1976 — 1977
Finance
Bergen Community College
Courtney Somerville's Merrill Lynch Experience June 2003 - August 2003
Job Forensic Services Manager at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC July 2012 - June 2015
PricewaterhouseCoopers August 2009 - June 2012
PricewaterhouseCoopers June 2008 - August 2008
Commonwealth Financial Group June 2007 - August 2007
Merrill Lynch June 2003 - August 2003
Skills
Accounting, Fraud, Financial Risk, CPA, Internal Controls, Microsoft Excel
Education
Bentley University 2009 — 2010
MS, Accountancy
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting; Liberal Studies: Global Perspectives; French
PwC July 2015 - Present
PwC July 2012 - June 2015
PricewaterhouseCoopers August 2009 - June 2012
PricewaterhouseCoopers June 2008 - August 2008
Commonwealth Financial Group June 2007 - August 2007
Merrill Lynch June 2003 - August 2003
Skills
Accounting, Fraud, Financial Risk, CPA, Internal Controls, Microsoft Excel
Education
Bentley University 2009 — 2010
MS, Accountancy
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting; Liberal Studies: Global Perspectives; French
Lefei Tong's Merrill Lynch Experience May 2012 - July 2012
Job Student at Bentley University
Industry Information Technology and Services
Experience
ITA Compliance, LLC October 2012 - May 2013
Trust Prosperity Equity Investment Management Co., Ltd. July 2012 - September 2012
Boston College March 2012 - September 2012
Merrill Lynch May 2012 - July 2012
AFLAC June 2011 - September 2011
CITIC Securities June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, SQL, HTML, Java, Databases, JavaScript
Education
Bentley University 2013 — 2015
Master's degree, Information Technology
Boston College 2008 — 2012
Bachelor of Science (BS), Finance, General/Leadership Management
ITA Compliance, LLC October 2012 - May 2013
Trust Prosperity Equity Investment Management Co., Ltd. July 2012 - September 2012
Boston College March 2012 - September 2012
Merrill Lynch May 2012 - July 2012
AFLAC June 2011 - September 2011
CITIC Securities June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, SQL, HTML, Java, Databases, JavaScript
Education
Bentley University 2013 — 2015
Master's degree, Information Technology
Boston College 2008 — 2012
Bachelor of Science (BS), Finance, General/Leadership Management
Kathryn Gilbert Kathryn Gilbert's Merrill Lynch Experience January 2010 - May 2010
Job Posting Operations at athenahealth
Industry Internet
Experience
athenahealth July 2015 - Present
Wayfair May 2015 - Present
Wayfair December 2014 - May 2015
Wayfair October 2012 - December 2014
Wayfair October 2010 - October 2012
CherryPharm June 2010 - September 2010
Merrill Lynch January 2010 - May 2010
GE Unison Engine Components June 2007 - January 2008
Skills
E-commerce, Merchandising, Microsoft Excel, SQL, Microsoft Office, Photoshop, Microsoft Word, Marketing, HTML, XML, Data Analysis, Leadership, Retail, XML Schema, Management, Analysis, Access, Training, Web Analytics, Competitive Analysis, MS Excel Pivot Tables, Microsoft SQL Server, B2B Marketing, B2C Marketing, Customer Experience, Vertica, A/B Testing
Education
Bentley University 2007 — 2010
BS, Marketing, Management
Fairfield University 2006 — 2007
Glastonbury High School 2002 — 2006
athenahealth July 2015 - Present
Wayfair May 2015 - Present
Wayfair December 2014 - May 2015
Wayfair October 2012 - December 2014
Wayfair October 2010 - October 2012
CherryPharm June 2010 - September 2010
Merrill Lynch January 2010 - May 2010
GE Unison Engine Components June 2007 - January 2008
Skills
E-commerce, Merchandising, Microsoft Excel, SQL, Microsoft Office, Photoshop, Microsoft Word, Marketing, HTML, XML, Data Analysis, Leadership, Retail, XML Schema, Management, Analysis, Access, Training, Web Analytics, Competitive Analysis, MS Excel Pivot Tables, Microsoft SQL Server, B2B Marketing, B2C Marketing, Customer Experience, Vertica, A/B Testing
Education
Bentley University 2007 — 2010
BS, Marketing, Management
Fairfield University 2006 — 2007
Glastonbury High School 2002 — 2006
Robert Grady Robert Grady's Merrill Lynch Experience March 1990 - July 2000
Job Business Analyst at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group June 2004 - Present
Princeton Financial Systems October 2000 - April 2004
Merrill Lynch March 1990 - July 2000
Skills
Microsoft SQL Server, Microsoft Excel, Microsoft Access, PAM for Securities, Hyperion Essbase, Visual Basic, Essbase, Insurance
Education
The George Washington University - School of Business 2011 — 2012
Certificate, Business Analysis
Bentley University 2006 — 2008
Certificate, Information Technology
SUNY Stony Brook 1984 — 1989
Bachelor of Arts (B.A.), History
The Hanover Insurance Group June 2004 - Present
Princeton Financial Systems October 2000 - April 2004
Merrill Lynch March 1990 - July 2000
Skills
Microsoft SQL Server, Microsoft Excel, Microsoft Access, PAM for Securities, Hyperion Essbase, Visual Basic, Essbase, Insurance
Education
The George Washington University - School of Business 2011 — 2012
Certificate, Business Analysis
Bentley University 2006 — 2008
Certificate, Information Technology
SUNY Stony Brook 1984 — 1989
Bachelor of Arts (B.A.), History
Conor Peal's Merrill Lynch Experience May 2012 - June 2012
Job Process Consultant II
Industry Financial Services
Experience
Protiviti September 2014 - Present
Fishers Island Golf Course May 2011 - September 2014
VDC Research Group January 2014 - May 2014
Bentley University August 2013 - November 2013
Personal Golf Network January 2013 - August 2013
CohnReznick LLP January 2013 - April 2013
Merrill Lynch May 2012 - June 2012
Irish Tax Institute (ITI) March 2012 - March 2012
Ernst & Young February 2011 - April 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Windows, English, Outlook, Financial Analysis, Spanish, Marketing
Education
Bentley University 2010 — 2014
Bachelor of Science, Corporate Finance and Accounting and Liberal Studies Major (Global Perspectives), Junior
Apponequet Regional High School 2006 — 2010
Protiviti September 2014 - Present
Fishers Island Golf Course May 2011 - September 2014
VDC Research Group January 2014 - May 2014
Bentley University August 2013 - November 2013
Personal Golf Network January 2013 - August 2013
CohnReznick LLP January 2013 - April 2013
Merrill Lynch May 2012 - June 2012
Irish Tax Institute (ITI) March 2012 - March 2012
Ernst & Young February 2011 - April 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Windows, English, Outlook, Financial Analysis, Spanish, Marketing
Education
Bentley University 2010 — 2014
Bachelor of Science, Corporate Finance and Accounting and Liberal Studies Major (Global Perspectives), Junior
Apponequet Regional High School 2006 — 2010
Nickolas Abrarpour's Merrill Lynch Experience December 2011 - May 2012
Job Sales Associate at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management February 2013 - May 2014
JPMorgan Chase May 2012 - February 2013
Merrill Lynch December 2011 - May 2012
Bentley Investment Group January 2010 - May 2012
Espirito Santo Bank June 2011 - August 2011
Conade Distribuidora Produtos Eletrônicos June 2010 - August 2010
Proex Trading, Inc., Electronics Import/Export Company June 2009 - August 2009
North Rio Electronics., Brazilian Electronics Store July 2008 - August 2008
Skills
Quantitative Analysis, Financial Modeling, Bloomberg, Fixed Income, Equities, Quantitative Analytics, Microsoft Excel, Valuation, Equity Research, Investments, Portfolio Management
Education
Bentley University 2008 — 2012
Bachelors of Science, Finance
Palmer Trinity School 2003 — 2008
Morgan Stanley Private Wealth Management February 2013 - May 2014
JPMorgan Chase May 2012 - February 2013
Merrill Lynch December 2011 - May 2012
Bentley Investment Group January 2010 - May 2012
Espirito Santo Bank June 2011 - August 2011
Conade Distribuidora Produtos Eletrônicos June 2010 - August 2010
Proex Trading, Inc., Electronics Import/Export Company June 2009 - August 2009
North Rio Electronics., Brazilian Electronics Store July 2008 - August 2008
Skills
Quantitative Analysis, Financial Modeling, Bloomberg, Fixed Income, Equities, Quantitative Analytics, Microsoft Excel, Valuation, Equity Research, Investments, Portfolio Management
Education
Bentley University 2008 — 2012
Bachelors of Science, Finance
Palmer Trinity School 2003 — 2008
Jessica Hunnewell's Merrill Lynch Experience June 2011 - October 2011
Job Account Strategy Supervisor at Thrillist Media Group
Industry Marketing and Advertising
Experience
Thrillist Media Group September 2015 - Present
Thrillist Media Group May 2015 - September 2015
Thrillist Media Group April 2014 - May 2015
Pathway Group LLC August 2012 - April 2014
Hint Water October 2011 - May 2012
Merrill Lynch June 2011 - October 2011
Education
Bentley University 2008 — 2012
BS, Marketing and International Business
Universidad Pontificia Comillas 2011 — 2011
Exchange Student, ICADE, Business and Economics
Thrillist Media Group September 2015 - Present
Thrillist Media Group May 2015 - September 2015
Thrillist Media Group April 2014 - May 2015
Pathway Group LLC August 2012 - April 2014
Hint Water October 2011 - May 2012
Merrill Lynch June 2011 - October 2011
Education
Bentley University 2008 — 2012
BS, Marketing and International Business
Universidad Pontificia Comillas 2011 — 2011
Exchange Student, ICADE, Business and Economics
Philip Messina's Merrill Lynch Experience June 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Fidelity Investments July 2013 - June 2015
Manhattan College Idea and Investment Club September 2010 - May 2013
Fidelity Investments June 2012 - August 2012
Merrill Lynch November 2011 - March 2012
Education
Manhattan College 2010 — 2013
Finance
Westwood Regional High School 2004 — 2008
Bergen Community College
Merrill Lynch June 2015 - Present
Fidelity Investments July 2013 - June 2015
Manhattan College Idea and Investment Club September 2010 - May 2013
Fidelity Investments June 2012 - August 2012
Merrill Lynch November 2011 - March 2012
Education
Manhattan College 2010 — 2013
Finance
Westwood Regional High School 2004 — 2008
Bergen Community College
Stephen Ippolito Stephen Ippolito's Merrill Lynch Experience December 2007 - April 2008
Job Vice President Investment Banking at Threadstone Advisors
Industry Investment Banking
Experience
Threadstone Advisors May 2013 - Present
Financo LLC May 2011 - April 2013
Utrecht September 2010 - April 2011
Madison Parker Capital June 2010 - August 2010
Oppenheimer & Co. June 2008 - August 2008
Merrill Lynch December 2007 - April 2008
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Equities, Fixed Income, Wealth Management, Private Equity, Venture Capital, Investments, Due Diligence, Bloomberg, Strategy, LBO, Finance, DCF, Mutual Funds, Equity Research, Investment Banking, Hedge Funds, Alternative Investments, Capital Markets, Financial Advisory, Business Valuation, Capital IQ, Emerging Markets, Equity Valuation, Bloomberg Terminal, Investor Relations, Series 7, Securities, M&A experience, Corporate Development, Microsoft Excel, Management, Microsoft Office, Accounting, Financial Reporting, PowerPoint
Education
London School of Economics and Political Science 2010 — 2010
Study Abroad, Economics
Bentley University 2005 — 2010
Bachelors, Economics-Finance, Minor in Accounting
Threadstone Advisors May 2013 - Present
Financo LLC May 2011 - April 2013
Utrecht September 2010 - April 2011
Madison Parker Capital June 2010 - August 2010
Oppenheimer & Co. June 2008 - August 2008
Merrill Lynch December 2007 - April 2008
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Analysis, Corporate Finance, Financial Analysis, Portfolio Management, Equities, Fixed Income, Wealth Management, Private Equity, Venture Capital, Investments, Due Diligence, Bloomberg, Strategy, LBO, Finance, DCF, Mutual Funds, Equity Research, Investment Banking, Hedge Funds, Alternative Investments, Capital Markets, Financial Advisory, Business Valuation, Capital IQ, Emerging Markets, Equity Valuation, Bloomberg Terminal, Investor Relations, Series 7, Securities, M&A experience, Corporate Development, Microsoft Excel, Management, Microsoft Office, Accounting, Financial Reporting, PowerPoint
Education
London School of Economics and Political Science 2010 — 2010
Study Abroad, Economics
Bentley University 2005 — 2010
Bachelors, Economics-Finance, Minor in Accounting
Hrusikesh Panda Hrusikesh Panda's Merrill Lynch Experience October 2009 - September 2010
Job Architect, Author, Open source enthusiast
Industry Information Technology and Services
Experience
Dow Jones October 2010 - Present
Merrill Lynch October 2009 - September 2010
Tata Consultancy Services March 2003 - September 2010
Merrill Lynch January 2007 - October 2009
Merrill Lynch October 2007 - September 2009
XSL-FO Re-Design April 2007 - September 2007
Merrill Lynch January 2007 - March 2007
XSL-FO Re-Design January 2007 - March 2007
CRC Crystal 10 January 2006 - December 2006
Merrill Lynch November 2004 - December 2006
Skills
Architecture, SOA, WCF, Web Services, SDLC, Agile Methodologies, Enterprise Architecture, ASP.NET, jQuery, jQuery Mobile, JavaScript, Mobile Applications, System Architecture, ASP.NET MVC, Solution Architecture
Education
Berhampur University 1998 — 2002
Bachelor of Engineering, Electronics & Instrumentation
National Institute of Science & Technology 1998 — 2002
Bachelor of Engineering, Electronics and Instrumentation
Kendriya Vidyalaya 1996 — 1998
High School, English, Physics, Chemistry, Biology, Math
Dow Jones October 2010 - Present
Merrill Lynch October 2009 - September 2010
Tata Consultancy Services March 2003 - September 2010
Merrill Lynch January 2007 - October 2009
Merrill Lynch October 2007 - September 2009
XSL-FO Re-Design April 2007 - September 2007
Merrill Lynch January 2007 - March 2007
XSL-FO Re-Design January 2007 - March 2007
CRC Crystal 10 January 2006 - December 2006
Merrill Lynch November 2004 - December 2006
Skills
Architecture, SOA, WCF, Web Services, SDLC, Agile Methodologies, Enterprise Architecture, ASP.NET, jQuery, jQuery Mobile, JavaScript, Mobile Applications, System Architecture, ASP.NET MVC, Solution Architecture
Education
Berhampur University 1998 — 2002
Bachelor of Engineering, Electronics & Instrumentation
National Institute of Science & Technology 1998 — 2002
Bachelor of Engineering, Electronics and Instrumentation
Kendriya Vidyalaya 1996 — 1998
High School, English, Physics, Chemistry, Biology, Math
Sara Unal's Merrill Lynch Experience September 2010 - December 2010
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2013 - Present
Credit Suisse July 2012 - August 2013
UBS October 2011 - January 2012
Merrill Lynch September 2010 - December 2010
Fidelity Institutional June 2010 - August 2010
Skills
Retirement Planning, Analysis, Equities, Finance, Wealth Management, Financial Modeling, Investments, Risk Management, Financial Analysis, Bloomberg, Valuation, Mutual Funds, Retirement, CRM, Trading, Series 7, Portfolio Management
Education
Bentley University 2011 — 2012
Master of Business Administration (MBA), Finance
Bentley University 2007 — 2011
Bachelor of Science (BS), Corporate Finance and Accounting
Credit Suisse August 2013 - Present
Credit Suisse July 2012 - August 2013
UBS October 2011 - January 2012
Merrill Lynch September 2010 - December 2010
Fidelity Institutional June 2010 - August 2010
Skills
Retirement Planning, Analysis, Equities, Finance, Wealth Management, Financial Modeling, Investments, Risk Management, Financial Analysis, Bloomberg, Valuation, Mutual Funds, Retirement, CRM, Trading, Series 7, Portfolio Management
Education
Bentley University 2011 — 2012
Master of Business Administration (MBA), Finance
Bentley University 2007 — 2011
Bachelor of Science (BS), Corporate Finance and Accounting
Sarah Bleakney's Merrill Lynch Experience November 1997 - August 2003
Job Instructional Designer
Industry E-Learning
Experience
University of Florida March 2013 - Present
University of Florida August 2003 - Present
Jones Edmunds April 2012 - September 2014
Georgia Institute of Technology August 2012 - May 2013
MindEdge May 2012 - January 2013
Jones Edmunds December 2008 - August 2012
University of Florida February 2005 - April 2012
Merrill Lynch November 1997 - August 2003
Dialogic August 1995 - May 1996
Skills
Classroom and online..., Teaching, Technical Writing, Writing, Writing and editing, Web Content, Social Media, Research, Blogging, Public Speaking, Content Management, Project Management, Information Design, Information Management, Information Mapping, Adobe Acrobat, Microsoft Office, Wordpress, SharePoint, Learning Management..., Blackboard, Sakai, Elluminate, Adobe Connect, Big Blue Button, Canvas, Piazza, HTML, Camtasia, Qualtrics
Education
University of Florida 2014 — 2016
Certificate, Managing Distance Education Environments, Educational Technology program
University of Florida 2003 — 2012
MA and PhD, English
Bentley University 1999 — 2003
Certificate, Information Design
University of Massachusetts, Amherst 1990 — 1995
BA, English
University of Florida March 2013 - Present
University of Florida August 2003 - Present
Jones Edmunds April 2012 - September 2014
Georgia Institute of Technology August 2012 - May 2013
MindEdge May 2012 - January 2013
Jones Edmunds December 2008 - August 2012
University of Florida February 2005 - April 2012
Merrill Lynch November 1997 - August 2003
Dialogic August 1995 - May 1996
Skills
Classroom and online..., Teaching, Technical Writing, Writing, Writing and editing, Web Content, Social Media, Research, Blogging, Public Speaking, Content Management, Project Management, Information Design, Information Management, Information Mapping, Adobe Acrobat, Microsoft Office, Wordpress, SharePoint, Learning Management..., Blackboard, Sakai, Elluminate, Adobe Connect, Big Blue Button, Canvas, Piazza, HTML, Camtasia, Qualtrics
Education
University of Florida 2014 — 2016
Certificate, Managing Distance Education Environments, Educational Technology program
University of Florida 2003 — 2012
MA and PhD, English
Bentley University 1999 — 2003
Certificate, Information Design
University of Massachusetts, Amherst 1990 — 1995
BA, English
Dan Hover Dan Hover's Merrill Lynch Experience March 2000 - June 2010
Job Vice President at Eastern Bank
Industry Financial Services
Experience
Eastern Bank April 2013 - Present
US Trust June 2010 - April 2013
Merrill Lynch March 2000 - June 2010
Skills
Fixed Income, Asset Allocation, Wealth Management, Investment Management, Asset Managment, Finance, Credit, Investments, Estate Planning, Strategic Financial..., Mutual Funds, Equities, Series 7, Investment Strategies, Banking, Portfolio Management, Retirement Planning, Investment Advisory, Securities, Alternative Investments, Series 63, Wealth Management..., Financial Advisory, Investment Banking, Separately Managed..., Private Banking, Trust Services, Capital Markets, Financial Services, Series 24, ETFs, Derivatives, Trading, Commercial Banking, Options, Mortgage Lending, Relationship Management, Series 6, 401k, Uniform Combined State..., Retirement, Bloomberg, Hedge Funds, Bonds, Wealth, FINRA, Financial Planning, Asset Management
Education
Bentley University 2009 — 2014
Master's Degree, Financial Planning
Boston University 2005 — 2007
CFP, Financial Planning
Suffolk University - Sawyer School of Management 2002 — 2005
MBA
Ohio Wesleyan University 1993 — 1996
Bachelor of Arts (BA)
Eastern Bank April 2013 - Present
US Trust June 2010 - April 2013
Merrill Lynch March 2000 - June 2010
Skills
Fixed Income, Asset Allocation, Wealth Management, Investment Management, Asset Managment, Finance, Credit, Investments, Estate Planning, Strategic Financial..., Mutual Funds, Equities, Series 7, Investment Strategies, Banking, Portfolio Management, Retirement Planning, Investment Advisory, Securities, Alternative Investments, Series 63, Wealth Management..., Financial Advisory, Investment Banking, Separately Managed..., Private Banking, Trust Services, Capital Markets, Financial Services, Series 24, ETFs, Derivatives, Trading, Commercial Banking, Options, Mortgage Lending, Relationship Management, Series 6, 401k, Uniform Combined State..., Retirement, Bloomberg, Hedge Funds, Bonds, Wealth, FINRA, Financial Planning, Asset Management
Education
Bentley University 2009 — 2014
Master's Degree, Financial Planning
Boston University 2005 — 2007
CFP, Financial Planning
Suffolk University - Sawyer School of Management 2002 — 2005
MBA
Ohio Wesleyan University 1993 — 1996
Bachelor of Arts (BA)
ISAIAS RODRIGUEZ's Merrill Lynch Experience March 2009 - March 2011
Job Tower Capital Management, LLC
Industry Financial Services
Experience
Tower Capital Management March 2009 - Present
Merrill Lynch March 2009 - March 2011
Citi December 2003 - February 2008
Morgan Stanley March 1998 - October 2003
Skills
Commodity Markets, International Sales, Stock Trading, Equities, Portfolio Management, Wealth Management, Equity Trading, Trading, Investments, Alternative Investments, Hedge Funds, Trading Strategies, Financial Analysis, Finance
Education
Bentley University 1991 — 1995
BS, Finance and Financial Management Services
Tower Capital Management March 2009 - Present
Merrill Lynch March 2009 - March 2011
Citi December 2003 - February 2008
Morgan Stanley March 1998 - October 2003
Skills
Commodity Markets, International Sales, Stock Trading, Equities, Portfolio Management, Wealth Management, Equity Trading, Trading, Investments, Alternative Investments, Hedge Funds, Trading Strategies, Financial Analysis, Finance
Education
Bentley University 1991 — 1995
BS, Finance and Financial Management Services
Monique Jefferson, SPHR's Merrill Lynch Experience 2002 - 2005
Job Sr. HR Business Partner
Industry Financial Services
Experience
New York Life Insurance Company March 2011 - April 2015
New York Institute of Technology September 2008 - September 2011
New York Life Insurance Company August 2009 - March 2011
Bank of America Merrill Lynch 2005 - August 2009
Merrill Lynch 2002 - 2005
Bristol-Myers Squibb 2000 - 2002
Bristol-Myers Squibb 1999 - 2000
PricewaterhouseCoopers May 1998 - November 1999
Ernst & Young LLP 1996 - 1998
Skills
Performance Management, Talent Management, Employee Relations, Leadership Development, Talent Assessment, Recruitment/Retention, Training & Development, Strategic Human..., Human Resource..., Global Human Resources..., Recruiting, Leadership, Personnel Management, Employment Law, Human Resources, Onboarding, Succession Planning, Career Development, Talent Acquisition, Employee Training, Employee Engagement, Change Management, Organizational...
Education
Bentley University
BS
The New School
MS
New York Life Insurance Company March 2011 - April 2015
New York Institute of Technology September 2008 - September 2011
New York Life Insurance Company August 2009 - March 2011
Bank of America Merrill Lynch 2005 - August 2009
Merrill Lynch 2002 - 2005
Bristol-Myers Squibb 2000 - 2002
Bristol-Myers Squibb 1999 - 2000
PricewaterhouseCoopers May 1998 - November 1999
Ernst & Young LLP 1996 - 1998
Skills
Performance Management, Talent Management, Employee Relations, Leadership Development, Talent Assessment, Recruitment/Retention, Training & Development, Strategic Human..., Human Resource..., Global Human Resources..., Recruiting, Leadership, Personnel Management, Employment Law, Human Resources, Onboarding, Succession Planning, Career Development, Talent Acquisition, Employee Training, Employee Engagement, Change Management, Organizational...
Education
Bentley University
BS
The New School
MS
Paul Stanley, CFP®'s Merrill Lynch Experience 1998 - 2001
Job Managing Partner, Granite Bay Wealth Management, LLC
Industry Financial Services
Experience
Granite Bay Wealth Management LLC January 2006 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management September 2001 - December 2005
Merrill Lynch 1998 - 2001
John Hancock 1996 - 1998
Education
Bentley University 1992 — 1996
B.S., Economics & Finance
Portland High 1988 — 1992
Granite Bay Wealth Management LLC January 2006 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management September 2001 - December 2005
Merrill Lynch 1998 - 2001
John Hancock 1996 - 1998
Education
Bentley University 1992 — 1996
B.S., Economics & Finance
Portland High 1988 — 1992
Stephanie Hawley's Merrill Lynch Experience June 2012 - September 2012
Job Associate at Point72 Asset Management, L.P.
Industry Financial Services
Experience
Point72 Asset Management, L.P. June 2013 - Present
St. Croix Systems September 2012 - April 2013
Merrill Lynch June 2012 - September 2012
Northwestern Mutual May 2011 - August 2011
DiBlasi Associates, P.C., Structural Engineers June 2007 - August 2007
Skills
Outlook, Morningstar, Customer Service, New Business Development, Bloomberg Terminal, Microsoft Office, Process Improvement, Bloomberg, Financial Analysis, Salesforce.com, Microsoft Word, SAP, Fixed Income
Education
Bentley University 2009 — 2013
Bachelor of Science (BS) in Corporate Finance and Accounting, Minor: Global Studies
Bond University 2011 — 2011
Point72 Asset Management, L.P. June 2013 - Present
St. Croix Systems September 2012 - April 2013
Merrill Lynch June 2012 - September 2012
Northwestern Mutual May 2011 - August 2011
DiBlasi Associates, P.C., Structural Engineers June 2007 - August 2007
Skills
Outlook, Morningstar, Customer Service, New Business Development, Bloomberg Terminal, Microsoft Office, Process Improvement, Bloomberg, Financial Analysis, Salesforce.com, Microsoft Word, SAP, Fixed Income
Education
Bentley University 2009 — 2013
Bachelor of Science (BS) in Corporate Finance and Accounting, Minor: Global Studies
Bond University 2011 — 2011
Anthony Agbay, CFP®, AIF® Anthony Agbay, CFP®, AIF®'s Merrill Lynch Experience May 1993 - November 1998
Job The Agbay Group, A Wealth Advisory Company
Industry Investment Management
Experience
The Agbay Group, A Wealth Advisory Company July 2009 - Present
Detroit SHRM August 2014 - Present
Raymond James & Associates, Inc November 2006 - July 2009
UBS Wealth Management November 1998 - November 2006
City of Berkley November 1995 - November 1999
Merrill Lynch May 1993 - November 1998
Skills
Retirement Planning, Retirement, Investments, 401k, Securities, Series 7, Portfolio Management, Defined Benefit, Cash Balance, Wealth Management, Fixed Annuities, Alternative Investments, Asset Allocation, Mutual Funds, Investment Strategies, 403 b, Plannning, Investment Advisory, Strategic Financial..., IRAs
Education
Drexel University - College of Business and Administration 1990 — 1993
BS, Finance, Economics and Spanish
Colegio Mayor San Agustin, Madrid, Spain 1992 — 1992
Spanish
Berry College 1988 — 1990
Bishop Foley 1984 — 1988
The Agbay Group, A Wealth Advisory Company July 2009 - Present
Detroit SHRM August 2014 - Present
Raymond James & Associates, Inc November 2006 - July 2009
UBS Wealth Management November 1998 - November 2006
City of Berkley November 1995 - November 1999
Merrill Lynch May 1993 - November 1998
Skills
Retirement Planning, Retirement, Investments, 401k, Securities, Series 7, Portfolio Management, Defined Benefit, Cash Balance, Wealth Management, Fixed Annuities, Alternative Investments, Asset Allocation, Mutual Funds, Investment Strategies, 403 b, Plannning, Investment Advisory, Strategic Financial..., IRAs
Education
Drexel University - College of Business and Administration 1990 — 1993
BS, Finance, Economics and Spanish
Colegio Mayor San Agustin, Madrid, Spain 1992 — 1992
Spanish
Berry College 1988 — 1990
Bishop Foley 1984 — 1988
Nikko Marino Nikko Marino's Merrill Lynch Experience May 1997 - September 1997
Job Office Manager for The Highlands Co and Independent Consultant for Rodan and Fields
Industry Marketing and Advertising
Experience
Rodan + Fields Dermatologists August 2014 - Present
The Highlands Company LLC September 2011 - Present
Dr Pepper Snapple Group f.k March 2008 - July 2008
Cadbury Schweppes Americas Beverages August 2005 - March 2008
Cadbury Schweppes Americas Beverages f.k January 2003 - August 2005
Snapple Beverage Group July 2001 - January 2003
Nine West Group Inc September 1997 - April 2000
Merrill Lynch May 1997 - September 1997
and Paper Paradise June 1992 - September 1995
Skills
Multi tasker, Problem Solving, organization, Budgets, Consumer Products, Customer Service, Cross-functional Team..., Administrative..., Databases, Event Planning, Integrated Marketing, Logistics, Management, Marketing, Microsoft Office, Microsoft Word, Multi Tasking, Negotiation, New Business Development, Outlook, Pricing, Product Development, Project Management, Purchasing, Retail, SAP, Sales, Strategic Planning, Team Building, Teamwork, Organization, Administrative...
Education
Berkeley College 1995 — 1997
Associate, Applied Science; Fashion Marketing and Management
Barbizon School of Modeling 1994 — 1994
certificate, Modeling
Harrison High 1990 — 1994
high school diploma
Rodan + Fields Dermatologists August 2014 - Present
The Highlands Company LLC September 2011 - Present
Dr Pepper Snapple Group f.k March 2008 - July 2008
Cadbury Schweppes Americas Beverages August 2005 - March 2008
Cadbury Schweppes Americas Beverages f.k January 2003 - August 2005
Snapple Beverage Group July 2001 - January 2003
Nine West Group Inc September 1997 - April 2000
Merrill Lynch May 1997 - September 1997
and Paper Paradise June 1992 - September 1995
Skills
Multi tasker, Problem Solving, organization, Budgets, Consumer Products, Customer Service, Cross-functional Team..., Administrative..., Databases, Event Planning, Integrated Marketing, Logistics, Management, Marketing, Microsoft Office, Microsoft Word, Multi Tasking, Negotiation, New Business Development, Outlook, Pricing, Product Development, Project Management, Purchasing, Retail, SAP, Sales, Strategic Planning, Team Building, Teamwork, Organization, Administrative...
Education
Berkeley College 1995 — 1997
Associate, Applied Science; Fashion Marketing and Management
Barbizon School of Modeling 1994 — 1994
certificate, Modeling
Harrison High 1990 — 1994
high school diploma
Peter Krull Peter Krull's Merrill Lynch Experience December 1998 - June 2003
Job President & Founder of Krull & Company, Socially Responsible Financial Services
Industry Financial Services
Experience
Krull & Company LLC June 2004 - Present
Merrill Lynch December 1998 - June 2003
Skills
Alternative Energy, Coaching, Consulting, Risk Management, Sales, Strategy, Entrepreneurship, Strategic Planning, Small Business, CRM, Leadership, Employee Benefits, Management, Sustainability, Start-ups, Mergers & Acquisitions, Executive Management, Sustainable Business, Business Development, Social Entrepreneurship, Nonprofits, Green Technology, Executive Coaching, Strategic Partnerships
Education
Bethany College 1992 — 1994
BS, Communication
Krull & Company LLC June 2004 - Present
Merrill Lynch December 1998 - June 2003
Skills
Alternative Energy, Coaching, Consulting, Risk Management, Sales, Strategy, Entrepreneurship, Strategic Planning, Small Business, CRM, Leadership, Employee Benefits, Management, Sustainability, Start-ups, Mergers & Acquisitions, Executive Management, Sustainable Business, Business Development, Social Entrepreneurship, Nonprofits, Green Technology, Executive Coaching, Strategic Partnerships
Education
Bethany College 1992 — 1994
BS, Communication
Robert C Allen's Merrill Lynch Experience 1984 - 1986
Job Senior Vice President Wealth Management, Senior Portfolio Manager, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 1986 - Present
Merrill Lynch 1984 - 1986
Education
Bentley University 1977 — 1979
BS
UBS Financial Services, Inc. May 1986 - Present
Merrill Lynch 1984 - 1986
Education
Bentley University 1977 — 1979
BS
Kendrick Kirk's Merrill Lynch Experience November 2012 - Present
Job Helping Innovators and Entrepreneurs reach their financial goals
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Track Tactics March 2011 - April 2013
National Agents Alliance Corporate April 2012 - December 2012
www.KendrickKirk.com June 2008 - December 2012
C.K. Communications January 2006 - July 2008
Adieus Corporation January 2007 - January 2008
Self Employed October 2004 - December 2006
Skills
Lightroom, Commercial Photography, Photoshop, Marketing, Microsoft Excel, Sales, Social Networking, PowerPoint, Microsoft Office, Credit, Networking, Management, Finance, Public Speaking, Investments, Business Development, Customer Service, Photography, Market Research, Strategy, Entrepreneurship, CRM, Analysis, Business Strategy, Risk Management, Blogging, Time Management, Portfolio Management, Budgets, Banking, Small Business, Coaching, Mergers & Acquisitions
Education
Haslam College of Business at the University of Tennessee 2005 — 2006
MBA
Berklee College of Music 2002 — 2004
Bachelor's Degree of Music
West High School 1996 — 2000
High School Diploma
Merrill Lynch November 2012 - Present
Track Tactics March 2011 - April 2013
National Agents Alliance Corporate April 2012 - December 2012
www.KendrickKirk.com June 2008 - December 2012
C.K. Communications January 2006 - July 2008
Adieus Corporation January 2007 - January 2008
Self Employed October 2004 - December 2006
Skills
Lightroom, Commercial Photography, Photoshop, Marketing, Microsoft Excel, Sales, Social Networking, PowerPoint, Microsoft Office, Credit, Networking, Management, Finance, Public Speaking, Investments, Business Development, Customer Service, Photography, Market Research, Strategy, Entrepreneurship, CRM, Analysis, Business Strategy, Risk Management, Blogging, Time Management, Portfolio Management, Budgets, Banking, Small Business, Coaching, Mergers & Acquisitions
Education
Haslam College of Business at the University of Tennessee 2005 — 2006
MBA
Berklee College of Music 2002 — 2004
Bachelor's Degree of Music
West High School 1996 — 2000
High School Diploma
Jennifer Duval Nelson Jennifer Duval Nelson's Merrill Lynch Experience September 1998 - April 1999
Job Energy Economist & Consultant
Industry Oil & Energy
Experience
Sussex Economic Advisors, LLC June 2013 - Present
Massachusetts Department of Public Utilities June 2011 - May 2013
State of Alaska Department of Revenue May 2007 - May 2010
Fairbanks North Star Borough School District October 2006 - April 2007
ClearChannel Broadcasting, KTVF Channel 11 December 2002 - October 2006
University of Alaska September 2003 - February 2005
University of Alaska September 2002 - December 2002
Federal Reserve Bank June 2000 - July 2002
U.S. Department of Treasury May 1999 - April 2000
Merrill Lynch September 1998 - April 1999
Skills
Energy Economics, Energy Policy, Natural Resource..., Renewable Energy Policy, Utility Regulation, Electricity Markets, Regulatory Policy, Oil & Gas Industry, Petroleum Economics, Economic Forecasting, Data Analysis, taxation policy, Price Forecasting, Policy Analysis, Energy, Energy Markets, Economic Research, Economic Modeling
Education
Petroleum Super School, Colorado School of Mines
Certificate of Completion, Petroleum Engineering
University of Alaska Fairbanks 2002 — 2004
M.S., Resource and Applied Economics
Bentley University 1996 — 2000
B.S., Business Economics
Sussex Economic Advisors, LLC June 2013 - Present
Massachusetts Department of Public Utilities June 2011 - May 2013
State of Alaska Department of Revenue May 2007 - May 2010
Fairbanks North Star Borough School District October 2006 - April 2007
ClearChannel Broadcasting, KTVF Channel 11 December 2002 - October 2006
University of Alaska September 2003 - February 2005
University of Alaska September 2002 - December 2002
Federal Reserve Bank June 2000 - July 2002
U.S. Department of Treasury May 1999 - April 2000
Merrill Lynch September 1998 - April 1999
Skills
Energy Economics, Energy Policy, Natural Resource..., Renewable Energy Policy, Utility Regulation, Electricity Markets, Regulatory Policy, Oil & Gas Industry, Petroleum Economics, Economic Forecasting, Data Analysis, taxation policy, Price Forecasting, Policy Analysis, Energy, Energy Markets, Economic Research, Economic Modeling
Education
Petroleum Super School, Colorado School of Mines
Certificate of Completion, Petroleum Engineering
University of Alaska Fairbanks 2002 — 2004
M.S., Resource and Applied Economics
Bentley University 1996 — 2000
B.S., Business Economics
Jaclyn Bialer's Merrill Lynch Experience May 2012 - August 2012
Job Digital Media Planner at Horizon Media
Industry Marketing and Advertising
Experience
Horizon Media May 2015 - Present
Horizon Media July 2014 - May 2015
American Diabetes Association January 2014 - May 2014
Thomas Publishing May 2013 - August 2013
Supercuts SoccerFest January 2013 - April 2013
Merrill Lynch May 2012 - August 2012
Chevrolet May 2011 - October 2011
Skills
Marketing Strategy, HTML, Social Media Marketing, Sports Marketing, Strategic Marketing..., Computer Science, Technology, Facebook, Digital Media, Media Planning, Microsoft Office, Windows, Mac OS, Java, SAP, Sports, Sports Management
Education
Bentley University 2010 — 2014
Bachelor's Degree, Marketing
Friends Academy 1997 — 2010
High School Diploma
Horizon Media May 2015 - Present
Horizon Media July 2014 - May 2015
American Diabetes Association January 2014 - May 2014
Thomas Publishing May 2013 - August 2013
Supercuts SoccerFest January 2013 - April 2013
Merrill Lynch May 2012 - August 2012
Chevrolet May 2011 - October 2011
Skills
Marketing Strategy, HTML, Social Media Marketing, Sports Marketing, Strategic Marketing..., Computer Science, Technology, Facebook, Digital Media, Media Planning, Microsoft Office, Windows, Mac OS, Java, SAP, Sports, Sports Management
Education
Bentley University 2010 — 2014
Bachelor's Degree, Marketing
Friends Academy 1997 — 2010
High School Diploma
Joel Penney's Merrill Lynch Experience October 2008 - May 2009
Job Consultant at Galt & Co., Graduate of Financial Leadership Development Program at Raytheon
Industry Management Consulting
Experience
Galt & Company May 2015 - Present
Raytheon January 2014 - May 2015
Raytheon August 2011 - January 2014
Raytheon June 2009 - August 2011
Merrill Lynch October 2008 - May 2009
Trinity Church May 2008 - September 2008
Rhode Island State Court House June 2006 - August 2007
Skills
Financial Reporting, Financial Modeling, International..., International Business, Capital Budgeting, Government Proposals, Strategic Financial..., Investments, Internal Controls
Education
Bentley University 2005 — 2009
BS, Finance
Bentley University
Galt & Company May 2015 - Present
Raytheon January 2014 - May 2015
Raytheon August 2011 - January 2014
Raytheon June 2009 - August 2011
Merrill Lynch October 2008 - May 2009
Trinity Church May 2008 - September 2008
Rhode Island State Court House June 2006 - August 2007
Skills
Financial Reporting, Financial Modeling, International..., International Business, Capital Budgeting, Government Proposals, Strategic Financial..., Investments, Internal Controls
Education
Bentley University 2005 — 2009
BS, Finance
Bentley University
Daniel Nachimson Daniel Nachimson's Merrill Lynch Experience September 2001 - June 2005
Job Senior Client Relations Representative at PromoSuite Software & Interactive
Industry Computer Software
Experience
PromoSuite Software & Interactive May 2007 - Present
ADP February 2005 - March 2006
Merrill Lynch September 2001 - June 2005
Skills
Customer Service, Time Management, Radio, Social Media Marketing, Facebook, Advertising, Digital Media, New Media, Online Advertising, Broadcast, Social Networking, Social Media
Education
Berklee College of Music 1994 — 1998
Bachelor of Fine Arts (BFA), Music Production & Engineering
Parsippany High School 1990 — 1994
PromoSuite Software & Interactive May 2007 - Present
ADP February 2005 - March 2006
Merrill Lynch September 2001 - June 2005
Skills
Customer Service, Time Management, Radio, Social Media Marketing, Facebook, Advertising, Digital Media, New Media, Online Advertising, Broadcast, Social Networking, Social Media
Education
Berklee College of Music 1994 — 1998
Bachelor of Fine Arts (BFA), Music Production & Engineering
Parsippany High School 1990 — 1994
Nickolas J. Spiliotis, CFP®, CRPS Nickolas J. Spiliotis, CFP®, CRPS's Merrill Lynch Experience June 2008 - August 2012
Job Financial Advisor at LPL Financial/NJS Wealth Management, LLC
Industry Financial Services
Experience
LPL Financial / NJS Wealth Management, LLC August 2012 - Present
Babylon Town Chamber of Commerce January 2012 - Present
231 Business Network September 2007 - Present
Merrill Lynch June 2008 - August 2012
AHEPA Great South Bay Chapter 416 September 2008 - June 2012
A.G. Edwards & Sons, Inc. June 2002 - June 2008
Smith Barney June 1994 - June 2002
John Hancock Financial Services June 1991 - June 1994
Skills
Personal Financial..., Private Wealth..., Retirement Plan..., Personal Retirement..., Business Succession..., Investments, Education Planning
Education
Berklee College of Music 1982 — 1986
Bachelor of Music, Music Production and Engineering, Jazz Composition and Arranging. Principle Instrument: Guitar
Babylon Junior-Senior High School 1976 — 1982
LPL Financial / NJS Wealth Management, LLC August 2012 - Present
Babylon Town Chamber of Commerce January 2012 - Present
231 Business Network September 2007 - Present
Merrill Lynch June 2008 - August 2012
AHEPA Great South Bay Chapter 416 September 2008 - June 2012
A.G. Edwards & Sons, Inc. June 2002 - June 2008
Smith Barney June 1994 - June 2002
John Hancock Financial Services June 1991 - June 1994
Skills
Personal Financial..., Private Wealth..., Retirement Plan..., Personal Retirement..., Business Succession..., Investments, Education Planning
Education
Berklee College of Music 1982 — 1986
Bachelor of Music, Music Production and Engineering, Jazz Composition and Arranging. Principle Instrument: Guitar
Babylon Junior-Senior High School 1976 — 1982
Giuseppe Raucci's Merrill Lynch Experience December 1995 - July 1996
Job Seeking Employment
Industry Motion Pictures and Film
Experience
Television, Film, and Stage Performer January 2003 - Present
Customer Services Centre s.r.l. - Fiat Auto Group June 2011 - July 2012
Concetta's Fresh Pasta April 1998 - April 2002
FLEET SECURITIES, INC May 1997 - December 1999
EATON VANCE CORPORATION January 1997 - May 1997
Bank of Boston May 1995 - January 1997
Merrill Lynch December 1995 - July 1996
Skills
Management, Business Planning, Analysis, Market Research, Business, Entertainment, Sales, Marketing, Microsoft Excel, Leadership, PowerPoint, Customer Satisfaction, Finance, Budgets
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2001
MBA, International Finance
Bentley University 1992 — 1996
BS, Finance
Television, Film, and Stage Performer January 2003 - Present
Customer Services Centre s.r.l. - Fiat Auto Group June 2011 - July 2012
Concetta's Fresh Pasta April 1998 - April 2002
FLEET SECURITIES, INC May 1997 - December 1999
EATON VANCE CORPORATION January 1997 - May 1997
Bank of Boston May 1995 - January 1997
Merrill Lynch December 1995 - July 1996
Skills
Management, Business Planning, Analysis, Market Research, Business, Entertainment, Sales, Marketing, Microsoft Excel, Leadership, PowerPoint, Customer Satisfaction, Finance, Budgets
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2001
MBA, International Finance
Bentley University 1992 — 1996
BS, Finance
Jeff Yamin's Merrill Lynch Experience 1999 - 2001
Job VP, Strategic Agency Partnerships at Digital Insurance & Digital Benefit Advisors
Industry Insurance
Experience
Digital Insurance January 2004 - Present
Merritt Hawkins 2001 - 2004
Merrill Lynch 1999 - 2001
Edward Jones 1997 - 1999
Skills
Business Development, Strategic Partnerships, Employee Benefits, Leadership, Insurance, Sales, Marketing, Small Business, Healthcare, Health Insurance, Disability Insurance, Manage Client..., Strategic Planning, Account Management, Customer Service, Underwriting, Mergers & Acquisitions, Business Strategy, Life Insurance, Management, Client Relations, Client Liaison, Acquisitions, Contract Negotiation, Contract Management, CRM
Education
Bentley University 1993 — 1997
BS, Finance
Digital Insurance January 2004 - Present
Merritt Hawkins 2001 - 2004
Merrill Lynch 1999 - 2001
Edward Jones 1997 - 1999
Skills
Business Development, Strategic Partnerships, Employee Benefits, Leadership, Insurance, Sales, Marketing, Small Business, Healthcare, Health Insurance, Disability Insurance, Manage Client..., Strategic Planning, Account Management, Customer Service, Underwriting, Mergers & Acquisitions, Business Strategy, Life Insurance, Management, Client Relations, Client Liaison, Acquisitions, Contract Negotiation, Contract Management, CRM
Education
Bentley University 1993 — 1997
BS, Finance
Erin Magnuson Buhler's Merrill Lynch Experience April 1994 - September 2012
Job Business Development Officer at Merrill Lynch / Bank of America
Industry Financial Services
Experience
Bank of America / Merrill Lynch September 2012 - Present
Merrill Lynch April 1994 - September 2012
Skills
Leadership Coaching and..., New Business Development, Human Resources, Training, Wealth Management, Financial Services, Leadership
Education
Bentley University 1989 — 1991
Accounting and Finance
Bank of America / Merrill Lynch September 2012 - Present
Merrill Lynch April 1994 - September 2012
Skills
Leadership Coaching and..., New Business Development, Human Resources, Training, Wealth Management, Financial Services, Leadership
Education
Bentley University 1989 — 1991
Accounting and Finance
Marianna Colonna's Merrill Lynch Experience June 2008 - February 2009
Job Executive Assistant at BlackRock
Industry Financial Services
Experience
BlackRock June 2011 - Present
Credit Suisse February 2010 - January 2011
Merrill Lynch June 2008 - February 2009
Merrill Lynch June 2003 - June 2008
Merrill Lynch August 2000 - June 2003
Merrill Lynch April 1988 - August 2000
Education
Berkeley College
BlackRock June 2011 - Present
Credit Suisse February 2010 - January 2011
Merrill Lynch June 2008 - February 2009
Merrill Lynch June 2003 - June 2008
Merrill Lynch August 2000 - June 2003
Merrill Lynch April 1988 - August 2000
Education
Berkeley College
Kirstyn Pearl's Merrill Lynch Experience July 2009 - December 2009
Job
Industry Real Estate
Experience
CBRE August 2015 - Present
CBRE April 2012 - Present
Seacoast Sweets October 2009 - Present
CBRE July 2010 - April 2012
Merrill Lynch July 2009 - December 2009
Colliers International Boston May 2007 - August 2007
Skills
Financial Analysis, Customer Service, Market Research, Microsoft Excel, Valuation, Investment Properties, Sales, Real Estate, Portfolio Management, Commercial Real Estate, Financial Modeling, Due Diligence, Leases, Investments
Education
University of Massachusetts 2014 — 2015
Master of Business Administration (M.B.A.)
Bentley University 2006 — 2010
BS, Finance
Newburyport High School 2002 — 2006
Lorenzo Di Medici
The American University in Cairo
CBRE August 2015 - Present
CBRE April 2012 - Present
Seacoast Sweets October 2009 - Present
CBRE July 2010 - April 2012
Merrill Lynch July 2009 - December 2009
Colliers International Boston May 2007 - August 2007
Skills
Financial Analysis, Customer Service, Market Research, Microsoft Excel, Valuation, Investment Properties, Sales, Real Estate, Portfolio Management, Commercial Real Estate, Financial Modeling, Due Diligence, Leases, Investments
Education
University of Massachusetts 2014 — 2015
Master of Business Administration (M.B.A.)
Bentley University 2006 — 2010
BS, Finance
Newburyport High School 2002 — 2006
Lorenzo Di Medici
The American University in Cairo
Robert S Edmunds CFP®, CRPC®, ADPA®'s Merrill Lynch Experience July 2005 - October 2011
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2011 - Present
Merrill Lynch July 2005 - October 2011
Morgan Stanley August 2002 - July 2004
Education
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Wilbraham and Monson Academy 1997 — 2001
Operations Research
UBS September 2011 - Present
Merrill Lynch July 2005 - October 2011
Morgan Stanley August 2002 - July 2004
Education
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Wilbraham and Monson Academy 1997 — 2001
Operations Research
Sarah McKiernan Sarah McKiernan's Merrill Lynch Experience January 2009 - September 2009
Job Executive Assistant
Industry Civil Engineering
Experience
Campbell Engineering, LLP September 2009 - June 2015
Merrill Lynch January 2009 - September 2009
Rita's Italian Ice April 2004 - September 2009
Skills
MS Excel, MS Access, Quickbooks - Intuit, MS Outlook, Microsoft Excel, Outlook
Education
Berkeley College 2006 — 2009
Bachelor's of Business Administration, Management
Berkeley College 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Campbell Engineering, LLP September 2009 - June 2015
Merrill Lynch January 2009 - September 2009
Rita's Italian Ice April 2004 - September 2009
Skills
MS Excel, MS Access, Quickbooks - Intuit, MS Outlook, Microsoft Excel, Outlook
Education
Berkeley College 2006 — 2009
Bachelor's of Business Administration, Management
Berkeley College 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tucker McCready's Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2014 - Present
Coldwell Banker Real Estate March 2012 - July 2014
Monday Properties June 2013 - August 2013
Totally Played Media May 2010 - May 2013
Tara Hill Capital Management June 2010 - July 2010
PCE Investors Limited June 2009 - August 2009
Skills
Hedge Funds, Marketing Strategy, Investments, Real Estate Transactions, Marketing, Sales, Outlook, Real Estate, Valuation, Microsoft Excel, Finance, Financial Analysis, Market Research, Negotiation, Mutual Funds, Strategic Planning, Economics, Portfolio Management, Equities, Business Development, Asset Management, Entrepreneurship, Loans, Facebook, Social Media Marketing, Microsoft Office
Education
Bentley University 2010 — 2014
Business, Entrepreneurship/Entrepreneurial Studies, Senior
Weston High School 2006 — 2010
Merrill Lynch July 2014 - Present
Coldwell Banker Real Estate March 2012 - July 2014
Monday Properties June 2013 - August 2013
Totally Played Media May 2010 - May 2013
Tara Hill Capital Management June 2010 - July 2010
PCE Investors Limited June 2009 - August 2009
Skills
Hedge Funds, Marketing Strategy, Investments, Real Estate Transactions, Marketing, Sales, Outlook, Real Estate, Valuation, Microsoft Excel, Finance, Financial Analysis, Market Research, Negotiation, Mutual Funds, Strategic Planning, Economics, Portfolio Management, Equities, Business Development, Asset Management, Entrepreneurship, Loans, Facebook, Social Media Marketing, Microsoft Office
Education
Bentley University 2010 — 2014
Business, Entrepreneurship/Entrepreneurial Studies, Senior
Weston High School 2006 — 2010
Suzan Budak's Merrill Lynch Experience October 2008 - Present
Job Senior Sales Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2008 - Present
Morgan Stanley April 2007 - October 2008
Charles Schwab September 2003 - March 2007
Smith Barney 1995 - 2003
Skills
Series 7, Asset Allocation, Trading, Equities, Portfolio Management, Bloomberg, Alternative Investments, Retirement, Wealth, Estate Planning, Strategic Financial..., Futures Trading, FX trading, Organization, Securities, Investment Strategies, Financial Services, ETFs, Series 63, Series 65, Financial Planning
Education
Bentley University
Bachelor’s Degree, Economics/Finance
College for Financial Planning
CFP, Financial Planning and Services
Merrill Lynch October 2008 - Present
Morgan Stanley April 2007 - October 2008
Charles Schwab September 2003 - March 2007
Smith Barney 1995 - 2003
Skills
Series 7, Asset Allocation, Trading, Equities, Portfolio Management, Bloomberg, Alternative Investments, Retirement, Wealth, Estate Planning, Strategic Financial..., Futures Trading, FX trading, Organization, Securities, Investment Strategies, Financial Services, ETFs, Series 63, Series 65, Financial Planning
Education
Bentley University
Bachelor’s Degree, Economics/Finance
College for Financial Planning
CFP, Financial Planning and Services
Marc Barghash's Merrill Lynch Experience January 2011 - April 2011
Job Global Mobility Consultant at Deloitte
Industry Human Resources
Experience
Deloitte July 2012 - Present
Deloitte June 2011 - August 2011
Merrill Lynch January 2011 - April 2011
Applied Materials June 2010 - August 2010
Transworld Logistics Group May 2010 - May 2010
Transworld Logistics Group August 2009 - August 2009
Ernst & Young, Brussels, Belgium June 2009 - July 2009
Cargill bvba, Mechelen, Belgium April 2008 - May 2008
Skills
Human Resources, Finance, Consulting, Accounting, Visio, Project Estimation, Marketing, Project Management, Payroll, Leadership, Compensation & Benefit, Compensation & Benefits, Data Analysis, Cost Estimating, Global Mobility, Microsoft Word
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Finance
St. John's International School 2004 — 2008
Deloitte July 2012 - Present
Deloitte June 2011 - August 2011
Merrill Lynch January 2011 - April 2011
Applied Materials June 2010 - August 2010
Transworld Logistics Group May 2010 - May 2010
Transworld Logistics Group August 2009 - August 2009
Ernst & Young, Brussels, Belgium June 2009 - July 2009
Cargill bvba, Mechelen, Belgium April 2008 - May 2008
Skills
Human Resources, Finance, Consulting, Accounting, Visio, Project Estimation, Marketing, Project Management, Payroll, Leadership, Compensation & Benefit, Compensation & Benefits, Data Analysis, Cost Estimating, Global Mobility, Microsoft Word
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Finance
St. John's International School 2004 — 2008
Nathan Oh's Merrill Lynch Experience September 2010 - May 2011
Job Account Manager at Maitland
Industry Investment Management
Experience
Maitland October 2014 - Present
Wellington Management June 2011 - December 2013
Merrill Lynch September 2010 - May 2011
Richmond Korean Presbyterian Church Summer Tutor Program June 2009 - August 2009
Samsung Securities June 2008 - August 2008
Excel Paging August 2006 - August 2006
Skills
Access, Data Analysis, Proficiency in..., Minored in Mandarin..., Microsoft Excel, Microsoft Word, Bloomberg, Advent Geneva, FactSet, Analysis, Sales, Finance, Management, Axys, Financial Reporting, Accounting, Account Reconciliation
Education
Bentley University 2007 — 2011
BS, Finance, Accounting
Northfield Mount Hermon 2005 — 2007
Maitland October 2014 - Present
Wellington Management June 2011 - December 2013
Merrill Lynch September 2010 - May 2011
Richmond Korean Presbyterian Church Summer Tutor Program June 2009 - August 2009
Samsung Securities June 2008 - August 2008
Excel Paging August 2006 - August 2006
Skills
Access, Data Analysis, Proficiency in..., Minored in Mandarin..., Microsoft Excel, Microsoft Word, Bloomberg, Advent Geneva, FactSet, Analysis, Sales, Finance, Management, Axys, Financial Reporting, Accounting, Account Reconciliation
Education
Bentley University 2007 — 2011
BS, Finance, Accounting
Northfield Mount Hermon 2005 — 2007
Eric Bouchard's Merrill Lynch Experience June 2008 - May 2009
Job Director, Fixed Income Sales at Commonwealth Bank of Australia
Industry Capital Markets
Experience
Commonwealth Bank June 2012 - Present
Fidelity Investments July 2010 - June 2012
Bentley University September 2009 - May 2010
Fairchild Semiconductor May 2009 - September 2009
Merrill Lynch June 2008 - May 2009
Skills
Bloomberg, Bloomberg Terminal, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Trading, Valuation
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Economics & Finance
Commonwealth Bank June 2012 - Present
Fidelity Investments July 2010 - June 2012
Bentley University September 2009 - May 2010
Fairchild Semiconductor May 2009 - September 2009
Merrill Lynch June 2008 - May 2009
Skills
Bloomberg, Bloomberg Terminal, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Trading, Valuation
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Economics & Finance
Stephen R Kareta's Merrill Lynch Experience 2002 - 2006
Job Vice President of Sales and Business Development at Foothill Securities, Inc.
Industry Financial Services
Experience
Foothill Securities, Inc. 2006 - Present
Financial Services Industry September 2011 - September 2015
Merrill Lynch 2002 - 2006
Winderstick Consulting 1993 - 2002
Paine Webber 1987 - 1993
EF Hutton 1983 - 1987
Digital Equipment Corporation 1981 - 1983
General Mills, INC 1977 - 1981
Skills
Business Development, Investments, Executive Management, Financial Services, Strategic Financial..., Strategic Planning, Sales, Portfolio Management, Business Planning, Risk Management, Public Speaking
Education
Bentley University 1975 — 1977
BS, Accounting
Central Connecticut State University 1973 — 1975
bs, Accounting /Business
Foothill Securities, Inc. 2006 - Present
Financial Services Industry September 2011 - September 2015
Merrill Lynch 2002 - 2006
Winderstick Consulting 1993 - 2002
Paine Webber 1987 - 1993
EF Hutton 1983 - 1987
Digital Equipment Corporation 1981 - 1983
General Mills, INC 1977 - 1981
Skills
Business Development, Investments, Executive Management, Financial Services, Strategic Financial..., Strategic Planning, Sales, Portfolio Management, Business Planning, Risk Management, Public Speaking
Education
Bentley University 1975 — 1977
BS, Accounting
Central Connecticut State University 1973 — 1975
bs, Accounting /Business
Thomas Houseknecht Jr.'s Merrill Lynch Experience May 2013 - August 2013
Job Student at Bentley University
Industry
Experience
Moffett Turf Equipment June 2010 - Present
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Office
Education
Bentley University 2012 — 2016
Moffett Turf Equipment June 2010 - Present
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Office
Education
Bentley University 2012 — 2016
Lina-Tzvetelina Botchoukova's Merrill Lynch Experience May 2006 - June 2006
Job Associate at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon June 2010 - Present
Bank of New York Mellon June 2009 - August 2009
Merrill Lynch May 2006 - June 2006
Skills
Portfolio Management, Equities, Bloomberg, Financial Modeling, Wealth Management, Capital Markets
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance
Universitat Pompeu Fabra 2008 — 2008
Study Abroad, International Business
BNY Mellon June 2010 - Present
Bank of New York Mellon June 2009 - August 2009
Merrill Lynch May 2006 - June 2006
Skills
Portfolio Management, Equities, Bloomberg, Financial Modeling, Wealth Management, Capital Markets
Education
Bentley University 2006 — 2010
Bachelor of Science, Finance
Universitat Pompeu Fabra 2008 — 2008
Study Abroad, International Business
Ali Dupree Ali Dupree's Merrill Lynch Experience 1993 - 1995
Job Accounts Rep at Williams & Fudge
Industry Higher Education
Experience
Williams & Fudge August 2010 - Present
Merrill Lynch 1993 - 1995
Skills
Customer Service, Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Sales, PowerPoint, Microsoft Word, Research, Outlook, Teaching, Accounting, Higher Education, Student Financial Aid, Account Management, Student Affairs, Admissions
Education
Brookdale Community College 1992 — 1993
Business Administration and Management, General
Berkeley College 1988 — 1993
business/paralegal, Business Administration and Management, General
Williams & Fudge August 2010 - Present
Merrill Lynch 1993 - 1995
Skills
Customer Service, Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Sales, PowerPoint, Microsoft Word, Research, Outlook, Teaching, Accounting, Higher Education, Student Financial Aid, Account Management, Student Affairs, Admissions
Education
Brookdale Community College 1992 — 1993
Business Administration and Management, General
Berkeley College 1988 — 1993
business/paralegal, Business Administration and Management, General
Martin Prosperi's Merrill Lynch Experience November 2011 - June 2015
Job Investment Associate, AVP Citi Private Bank
Industry Financial Services
Experience
Citi June 2015 - Present
Merrill Lynch November 2011 - June 2015
Skills
Finance, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Business Strategy, Teamwork, Microsoft Word, Management, PowerPoint
Education
Bentley University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Citi June 2015 - Present
Merrill Lynch November 2011 - June 2015
Skills
Finance, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Business Strategy, Teamwork, Microsoft Word, Management, PowerPoint
Education
Bentley University 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Rahmel Hobbs's Merrill Lynch Experience June 2008 - November 2008
Job Sales Guide at Land Rover of Peabody
Industry Automotive
Experience
Land Rover of Peabody May 2015 - Present
Santander Bank, N.A. August 2011 - September 2014
New York Life January 2009 - August 2011
Merrill Lynch June 2008 - November 2008
Bank of America May 2006 - May 2008
Northern Bank & Trust Company July 2005 - March 2006
Citizens Bank January 2000 - January 2005
Skills
Customer Relations, Sales Management, Solution Selling, Investor Presentations, Financial Planning
Education
Bentley University 1998 — 2002
Bachelor of Science, Accounting Information Systems
Land Rover of Peabody May 2015 - Present
Santander Bank, N.A. August 2011 - September 2014
New York Life January 2009 - August 2011
Merrill Lynch June 2008 - November 2008
Bank of America May 2006 - May 2008
Northern Bank & Trust Company July 2005 - March 2006
Citizens Bank January 2000 - January 2005
Skills
Customer Relations, Sales Management, Solution Selling, Investor Presentations, Financial Planning
Education
Bentley University 1998 — 2002
Bachelor of Science, Accounting Information Systems
Evan Gallipoli's Merrill Lynch Experience June 2012 - December 2012
Job Senior Analyst at The Ayco Company, L.P., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - Present
Financial Northeastern Companies January 2013 - May 2013
Oppenheimer & Co. December 2012 - January 2013
Merrill Lynch June 2012 - December 2012
ImpactAssets July 2012 - August 2012
KPMG December 2010 - May 2012
Skyline Genesis Event Marketing June 2006 - November 2010
Article A, LLC August 2000 - September 2009
Vector Marketing February 2006 - June 2006
Skills
Team Leadership, Efficiency, Goal Oriented, Diligent, PowerPoint, Customer Service, Ethical Decision Making, Managing Deadlines, Analysis, Leadership, Management, Time Management, Training, Finance, Microsoft Excel, Research, Marketing
Education
Ramapo College of New Jersey 2011 — 2013
Business Administration - B.S., Finance, 3.83
Bergen Community College 2010 — 2011
Business Administration - Associates, Business Management, 4.0
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - Present
Financial Northeastern Companies January 2013 - May 2013
Oppenheimer & Co. December 2012 - January 2013
Merrill Lynch June 2012 - December 2012
ImpactAssets July 2012 - August 2012
KPMG December 2010 - May 2012
Skyline Genesis Event Marketing June 2006 - November 2010
Article A, LLC August 2000 - September 2009
Vector Marketing February 2006 - June 2006
Skills
Team Leadership, Efficiency, Goal Oriented, Diligent, PowerPoint, Customer Service, Ethical Decision Making, Managing Deadlines, Analysis, Leadership, Management, Time Management, Training, Finance, Microsoft Excel, Research, Marketing
Education
Ramapo College of New Jersey 2011 — 2013
Business Administration - B.S., Finance, 3.83
Bergen Community College 2010 — 2011
Business Administration - Associates, Business Management, 4.0
David Morochnick David Morochnick's Merrill Lynch Experience October 2003 - March 2004
Job Vice PresidentBranch Director at RBC Wealth Management
Industry Financial Services
Experience
Oppenheimer & Co. Inc. November 2009 - November 2014
UBS Wealth Management January 2009 - November 2009
UBS Wealth Management January 2008 - January 2009
UBS Wealth Management January 2006 - January 2008
UBS Wealth Management March 2004 - January 2006
Merrill Lynch October 2003 - March 2004
Merrill Lynch June 2002 - March 2004
Merrill Lynch May 2000 - June 2002
Education
Long Island University 1982 — 1983
Marketing
Nassau Community College 1981 — 1982
Marketing
Berklee College of Music 1979 — 1980
Performance
Oppenheimer & Co. Inc. November 2009 - November 2014
UBS Wealth Management January 2009 - November 2009
UBS Wealth Management January 2008 - January 2009
UBS Wealth Management January 2006 - January 2008
UBS Wealth Management March 2004 - January 2006
Merrill Lynch October 2003 - March 2004
Merrill Lynch June 2002 - March 2004
Merrill Lynch May 2000 - June 2002
Education
Long Island University 1982 — 1983
Marketing
Nassau Community College 1981 — 1982
Marketing
Berklee College of Music 1979 — 1980
Performance
William Grippin William Grippin's Merrill Lynch Experience May 2009 - August 2009
Job at Electric Insurance Company
Industry Financial Services
Experience
Electric Insurance Company January 2014 - Present
Electric Insurance Company May 2013 - December 2013
Electric Insurance Company May 2012 - April 2013
Electric Insurance Company June 2010 - May 2012
Merrill Lynch May 2009 - August 2009
US Department of Homeland Security October 2007 - August 2008
Skills
Financial Analysis, Analysis, Finance, Microsoft Excel, Valuation, SQL, Investments, Project Planning, Databases, Data Analysis, Financial Modeling, Risk Management
Education
Bentley University 2008 — 2010
Bachelor of Science, Finance, 3.94
University of Vermont 2005 — 2007
Business Administration
Boston College
Boston College
Electric Insurance Company January 2014 - Present
Electric Insurance Company May 2013 - December 2013
Electric Insurance Company May 2012 - April 2013
Electric Insurance Company June 2010 - May 2012
Merrill Lynch May 2009 - August 2009
US Department of Homeland Security October 2007 - August 2008
Skills
Financial Analysis, Analysis, Finance, Microsoft Excel, Valuation, SQL, Investments, Project Planning, Databases, Data Analysis, Financial Modeling, Risk Management
Education
Bentley University 2008 — 2010
Bachelor of Science, Finance, 3.94
University of Vermont 2005 — 2007
Business Administration
Boston College
Boston College
Maximiliano R. La Cava Coll's Merrill Lynch Experience July 2012 - August 2012
Job Private Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2014 - Present
Barclays Wealth and Investment Management June 2013 - August 2013
Merrill Lynch July 2012 - August 2012
Banco Mercantil July 2011 - August 2011
Skills
Portfolio Management, Fixed Income, Equities, Bloomberg Terminal, Morningstar, English, Microsoft Excel, Investments, Spanish, Italian, PowerPoint, Strategic Sales Plans, Mutual Funds, Securities, Networking
Education
Bentley University 2010 — 2014
Bachelor of Science (B.Sc), Economics & Finance, Global Perspectives
Bond University 2012 — 2013
Study Abroad
Escuela Campo Alegre 2000 — 2010
Yale University 2009 — 2009
Summer Intensive Course, Investment Methods
J.P. Morgan June 2014 - Present
Barclays Wealth and Investment Management June 2013 - August 2013
Merrill Lynch July 2012 - August 2012
Banco Mercantil July 2011 - August 2011
Skills
Portfolio Management, Fixed Income, Equities, Bloomberg Terminal, Morningstar, English, Microsoft Excel, Investments, Spanish, Italian, PowerPoint, Strategic Sales Plans, Mutual Funds, Securities, Networking
Education
Bentley University 2010 — 2014
Bachelor of Science (B.Sc), Economics & Finance, Global Perspectives
Bond University 2012 — 2013
Study Abroad
Escuela Campo Alegre 2000 — 2010
Yale University 2009 — 2009
Summer Intensive Course, Investment Methods
Diane DeCarlo Diane DeCarlo's Merrill Lynch Experience 1998 - 2000
Job Legal Professional & Strategic Planner
Industry Legal Services
Experience
Piekarsky & Associates, LLC 2003 - 2014
DeYoe Heissenbuttel & Piekarsky, LLC 2000 - 2003
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Merrill Lynch 1993 - 1996
Merrill Lynch 1987 - 1993
Skills
Legal Research
Education
American School of Business
Real Estate Licensing
Berkeley College
Certificate Program, Business
Institute of Real Estate Management
CAI Program
Montclair State University
Professional Web Developer Certificate
Rockland Community College
Business Communications
Securities Training Corporation
Securities Registration Program, Series 7 & Series 63
Piekarsky & Associates, LLC 2003 - 2014
DeYoe Heissenbuttel & Piekarsky, LLC 2000 - 2003
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Merrill Lynch 1993 - 1996
Merrill Lynch 1987 - 1993
Skills
Legal Research
Education
American School of Business
Real Estate Licensing
Berkeley College
Certificate Program, Business
Institute of Real Estate Management
CAI Program
Montclair State University
Professional Web Developer Certificate
Rockland Community College
Business Communications
Securities Training Corporation
Securities Registration Program, Series 7 & Series 63
Poonam Agrawal Poonam Agrawal's Merrill Lynch Experience January 2010 - June 2010
Job Fixed Income Analyst
Industry Financial Services
Experience
Och-Ziff Capital Management October 2013 - Present
Prudential Financial December 2012 - May 2013
Prudential Financial June 2010 - November 2012
Merrill Lynch January 2010 - June 2010
Mercedes-Benz USA September 2009 - December 2009
Rio Tinto Alcan March 2008 - March 2009
Skills
Hardwork, Highly motivated..., Multi-tasked, Bilingual, Fixed Income, Equities, Hedge Funds, Securities, Bonds, Investments, Finance, Options, Swaps, Banking, Settlement, MBS, Prime Brokerage, Account Reconciliation, ABS
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelor of Science, Finance, Cumulative G.P.A. = 3.85/4.00
Bergen Community College 2005 — 2007
Associate in Science, Business Administrations, Cumulative G.P.A. = 3.91/4.00
Och-Ziff Capital Management October 2013 - Present
Prudential Financial December 2012 - May 2013
Prudential Financial June 2010 - November 2012
Merrill Lynch January 2010 - June 2010
Mercedes-Benz USA September 2009 - December 2009
Rio Tinto Alcan March 2008 - March 2009
Skills
Hardwork, Highly motivated..., Multi-tasked, Bilingual, Fixed Income, Equities, Hedge Funds, Securities, Bonds, Investments, Finance, Options, Swaps, Banking, Settlement, MBS, Prime Brokerage, Account Reconciliation, ABS
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Bachelor of Science, Finance, Cumulative G.P.A. = 3.85/4.00
Bergen Community College 2005 — 2007
Associate in Science, Business Administrations, Cumulative G.P.A. = 3.91/4.00
Thomas Soares de Camargo's Merrill Lynch Experience May 2013 - August 2013
Job Invesment Banking Consultant at FactSet
Industry Investment Management
Experience
FactSet September 2014 - Present
Merrill Lynch May 2013 - August 2013
Cisa Trading S/A June 2012 - August 2012
Votorantin Group July 2011 - August 2011
NCT Company September 2008 - June 2010
Skills
Portfolio Management, Emerging Markets, Economics, Investments, Public Speaking, FactSet, Equity Research, Financial Analysis, Microsoft Office, Microsoft Excel, Customer Service, Research, Teamwork, Data Analysis, Social Media, PowerPoint, Microsoft Word, SalesForce
Education
Bentley University 2010 — 2014
Bachelor of Science, Managerial Economics; Liberal Studies; Global Perspectives, Alumni
Chapel School 1998 — 2010
FactSet September 2014 - Present
Merrill Lynch May 2013 - August 2013
Cisa Trading S/A June 2012 - August 2012
Votorantin Group July 2011 - August 2011
NCT Company September 2008 - June 2010
Skills
Portfolio Management, Emerging Markets, Economics, Investments, Public Speaking, FactSet, Equity Research, Financial Analysis, Microsoft Office, Microsoft Excel, Customer Service, Research, Teamwork, Data Analysis, Social Media, PowerPoint, Microsoft Word, SalesForce
Education
Bentley University 2010 — 2014
Bachelor of Science, Managerial Economics; Liberal Studies; Global Perspectives, Alumni
Chapel School 1998 — 2010
Nick Ashley's Merrill Lynch Experience February 2013 - April 2013
Job Financial Planning & Analysis Associate at athenahealth
Industry Financial Services
Experience
athenahealth June 2014 - Present
Constant Contact May 2013 - August 2013
Merrill Lynch February 2013 - April 2013
Skills
Highly motivated..., Highly personable, Business Intelligence, Leadership, Keen Listener, Public Speaking, Bloomberg Terminal, Financial Analysis, Morningstar, Management, PowerPoint, Crystal Ball, Microsoft Excel, Outlook, Access, Microsoft Office, Recruiting, Microsoft Word, Data Analysis
Education
Bentley University 2010 — 2014
Bachelor's Degree, Finance
Central Catholic High School 2006 — 2010
High School
athenahealth June 2014 - Present
Constant Contact May 2013 - August 2013
Merrill Lynch February 2013 - April 2013
Skills
Highly motivated..., Highly personable, Business Intelligence, Leadership, Keen Listener, Public Speaking, Bloomberg Terminal, Financial Analysis, Morningstar, Management, PowerPoint, Crystal Ball, Microsoft Excel, Outlook, Access, Microsoft Office, Recruiting, Microsoft Word, Data Analysis
Education
Bentley University 2010 — 2014
Bachelor's Degree, Finance
Central Catholic High School 2006 — 2010
High School
Se Jin Park's Merrill Lynch Experience July 2011 - July 2011
Job Student at Bentley University
Industry Financial Services
Experience
Bentley University September 2014 - Present
VDC Research June 2015 - August 2015
Deloitte June 2015 - June 2015
Central One Federal Credit Union July 2012 - July 2014
Phat FC December 2011 - August 2013
Merrill Lynch July 2011 - July 2011
Skills
Team Leadership, Microsoft Excel, Organization, Java, Music Production, Microsoft Word, Databases, Bloomberg, Teller Operations, Customer Satisfaction, DJ, Finance
Education
Bentley University 2013 — 2017
Bachelor of Science (B.S.), Corporate Finance and Accounting
Shrewsbury High School
Bentley University September 2014 - Present
VDC Research June 2015 - August 2015
Deloitte June 2015 - June 2015
Central One Federal Credit Union July 2012 - July 2014
Phat FC December 2011 - August 2013
Merrill Lynch July 2011 - July 2011
Skills
Team Leadership, Microsoft Excel, Organization, Java, Music Production, Microsoft Word, Databases, Bloomberg, Teller Operations, Customer Satisfaction, DJ, Finance
Education
Bentley University 2013 — 2017
Bachelor of Science (B.S.), Corporate Finance and Accounting
Shrewsbury High School
Moyosore Fakeye, PMP Moyosore Fakeye, PMP's Merrill Lynch Experience 2007 - 2007
Job Project Lead Analyst at Johns Hopkins University
Industry Information Technology and Services
Experience
Johns Hopkins University March 2014 - Present
Deloitte May 2013 - March 2014
Accenture May 2012 - April 2013
Morgan Stanley March 2011 - May 2012
Elite Properties of Maryland August 2008 - January 2010
Merrill Lynch 2007 - 2007
Skills
Project Management, Agile Methodologies, Technical Writing, Virtual Teams, Financial Analysis, Consulting, Federal Government, Scrum, MS Project, Requirements Analysis, Requirements Gathering, Change Management, Program Management, Outsourcing, Project Portfolio..., Microsoft Office, Collaboration, Teamwork, Business Intelligence
Education
Morgan State University 2011 — 2012
Master of Science (M.S.), Project Management
Berea College 2004 — 2008
Bachelor of Science (B.S.), Industrial Technology Management
Johns Hopkins University March 2014 - Present
Deloitte May 2013 - March 2014
Accenture May 2012 - April 2013
Morgan Stanley March 2011 - May 2012
Elite Properties of Maryland August 2008 - January 2010
Merrill Lynch 2007 - 2007
Skills
Project Management, Agile Methodologies, Technical Writing, Virtual Teams, Financial Analysis, Consulting, Federal Government, Scrum, MS Project, Requirements Analysis, Requirements Gathering, Change Management, Program Management, Outsourcing, Project Portfolio..., Microsoft Office, Collaboration, Teamwork, Business Intelligence
Education
Morgan State University 2011 — 2012
Master of Science (M.S.), Project Management
Berea College 2004 — 2008
Bachelor of Science (B.S.), Industrial Technology Management
Diana Oliveri Diana Oliveri's Merrill Lynch Experience 1989 - 2000
Job Executive Assistant UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank May 2012 - Present
Minuteman Press 2009 - 2011
UBS Wealth Management 2000 - 2008
Merrill Lynch 1989 - 2000
Skills
Sales, Management, Customer Service, Marketing Strategy, Marketing, Social Media, Project Management, Series 7, Series 63, Strategic Planning, Outlook, Securities
Education
Rutgers University
Bachelor of Science, Major Criminal Justice / Minor Psychology
Scuola Leonardo da Vinci (Florence, Italy)
Certification of Advanced Italian Language
Bergen Community College
Associates Degree
UBS Investment Bank May 2012 - Present
Minuteman Press 2009 - 2011
UBS Wealth Management 2000 - 2008
Merrill Lynch 1989 - 2000
Skills
Sales, Management, Customer Service, Marketing Strategy, Marketing, Social Media, Project Management, Series 7, Series 63, Strategic Planning, Outlook, Securities
Education
Rutgers University
Bachelor of Science, Major Criminal Justice / Minor Psychology
Scuola Leonardo da Vinci (Florence, Italy)
Certification of Advanced Italian Language
Bergen Community College
Associates Degree
Marlon Richards, MBA Marlon Richards, MBA's Merrill Lynch Experience October 2012 - September 2015
Job DJ/MC at Burning Vybz Entertainment
Industry Entertainment
Experience
Merrill Edge September 2015 - Present
Burning Vybz Entertainment June 2013 - Present
Merrill Lynch October 2012 - September 2015
American General Life and Accident July 2011 - November 2012
MNR Enterprises, LLC October 2008 - July 2011
New York Life Insurance Company 2002 - 2004
New York Life Insurance Company 1992 - 2002
Skills
DJ, Master of Ceremony, Music, Marketing, Leadership, 401k, Social Networking, Online Marketing, Fixed Annuities, Emcee, Retirement Planning, Entertainment, Entrepreneurship, Social Media Marketing, Sales, Corporate Events, Insurance, Public Speaking, Whole Life, Training, Social Media, Employee Benefits, Finance
Education
University of Phoenix 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Berkeley College 1999 — 2001
Bachelor's, Marketing
Berkeley College 1991 — 1992
AAS, Management
Merrill Edge September 2015 - Present
Burning Vybz Entertainment June 2013 - Present
Merrill Lynch October 2012 - September 2015
American General Life and Accident July 2011 - November 2012
MNR Enterprises, LLC October 2008 - July 2011
New York Life Insurance Company 2002 - 2004
New York Life Insurance Company 1992 - 2002
Skills
DJ, Master of Ceremony, Music, Marketing, Leadership, 401k, Social Networking, Online Marketing, Fixed Annuities, Emcee, Retirement Planning, Entertainment, Entrepreneurship, Social Media Marketing, Sales, Corporate Events, Insurance, Public Speaking, Whole Life, Training, Social Media, Employee Benefits, Finance
Education
University of Phoenix 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Berkeley College 1999 — 2001
Bachelor's, Marketing
Berkeley College 1991 — 1992
AAS, Management
Linda Orth's Merrill Lynch Experience May 2005 - September 2008
Job Executive Assistant at Consolidated Chassis Management, LLC ("CCM")
Industry Transportation/Trucking/Railroad
Experience
Consolidated Chassis Management, LLC ("CCM") February 2012 - Present
Blue Sky MLS June 2011 - August 2011
Morgan Stanley September 2010 - February 2011
Barclay's Capital December 2009 - September 2010
Echo Trade, LLC October 2008 - August 2009
Merrill Lynch May 2005 - September 2008
Pax Clearing Corporation June 1999 - May 2005
Skills
Options, Equities, Trading, Securities, Outlook, Series 7, Microsoft Excel, Microsoft Office, Portfolio Management, Microsoft Word, PowerPoint, Customer Service
Education
Bergen Community College
Early Childhood Education
Ridgewood Community School
Consolidated Chassis Management, LLC ("CCM") February 2012 - Present
Blue Sky MLS June 2011 - August 2011
Morgan Stanley September 2010 - February 2011
Barclay's Capital December 2009 - September 2010
Echo Trade, LLC October 2008 - August 2009
Merrill Lynch May 2005 - September 2008
Pax Clearing Corporation June 1999 - May 2005
Skills
Options, Equities, Trading, Securities, Outlook, Series 7, Microsoft Excel, Microsoft Office, Portfolio Management, Microsoft Word, PowerPoint, Customer Service
Education
Bergen Community College
Early Childhood Education
Ridgewood Community School
Jessica Szewczyk's Merrill Lynch Experience October 2009 - May 2010
Job Advertising Consultant at Apartments.com
Industry Information Technology and Services
Experience
Apartments.com December 2014 - Present
Mondo May 2014 - Present
Mondo February 2014 - December 2014
The TJX Companies Inc. June 2012 - January 2014
Centurion Holdings LLC June 2011 - August 2011
Collegiate Entrepreneurs March 2010 - September 2010
Royale USA June 2009 - September 2010
Abercrombie and Fitch October 2009 - June 2010
Merrill Lynch October 2009 - May 2010
Skills
Social Media, Marketing Strategy, Facebook, Management, Leadership, Sales, Customer Service, Microsoft Excel, Analysis, Marketing, Microsoft Word, Social Media Marketing, Social Networking, PowerPoint, Microsoft Office, Event Planning, Blogging
Education
Bentley University 2008 — 2012
Bachelor of Science, Marketing and Management
Apartments.com December 2014 - Present
Mondo May 2014 - Present
Mondo February 2014 - December 2014
The TJX Companies Inc. June 2012 - January 2014
Centurion Holdings LLC June 2011 - August 2011
Collegiate Entrepreneurs March 2010 - September 2010
Royale USA June 2009 - September 2010
Abercrombie and Fitch October 2009 - June 2010
Merrill Lynch October 2009 - May 2010
Skills
Social Media, Marketing Strategy, Facebook, Management, Leadership, Sales, Customer Service, Microsoft Excel, Analysis, Marketing, Microsoft Word, Social Media Marketing, Social Networking, PowerPoint, Microsoft Office, Event Planning, Blogging
Education
Bentley University 2008 — 2012
Bachelor of Science, Marketing and Management
Nick Souffrant Nick Souffrant's Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
GRAY CONSULTING April 2010 - May 2012
New York Life Insurance Company December 2005 - April 2010
Skills
Analysis, Customer Service, Financial Analysis, Financial Services, Risk Management, Series 6
Education
Bentley University 1999 — 2001
BS, Economics-Finance
Dean College 1996 — 1998
Associates Degree, Business Administration
Charlestown High School 1992 — 1996
Merrill Lynch May 2012 - Present
GRAY CONSULTING April 2010 - May 2012
New York Life Insurance Company December 2005 - April 2010
Skills
Analysis, Customer Service, Financial Analysis, Financial Services, Risk Management, Series 6
Education
Bentley University 1999 — 2001
BS, Economics-Finance
Dean College 1996 — 1998
Associates Degree, Business Administration
Charlestown High School 1992 — 1996
D. Taylor Lauber's Merrill Lynch Experience November 2005 - February 2010
Job Principal, The Blackstone Group, L.P.
Industry Financial Services
Experience
The Blackstone Group February 2010 - Present
Merrill Lynch November 2005 - February 2010
Lois Schneider Realtor January 2000 - November 2005
United Bank Card June 2001 - August 2005
Skills
Investments, Wealth Management, Equities, Fixed Income, Asset Managment, Hedge Funds, Banking, Negotiation, Mergers, Financial Modeling, Capital Markets, Valuation, Series 7, Bloomberg, Executive Management, Asset Management
Education
Bentley University 2001 — 2005
BS, Economics - Finance
Oratory Prep
The Blackstone Group February 2010 - Present
Merrill Lynch November 2005 - February 2010
Lois Schneider Realtor January 2000 - November 2005
United Bank Card June 2001 - August 2005
Skills
Investments, Wealth Management, Equities, Fixed Income, Asset Managment, Hedge Funds, Banking, Negotiation, Mergers, Financial Modeling, Capital Markets, Valuation, Series 7, Bloomberg, Executive Management, Asset Management
Education
Bentley University 2001 — 2005
BS, Economics - Finance
Oratory Prep
Maria Raspa's Merrill Lynch Experience June 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry
Experience
Merrill Lynch June 2011 - Present
Merrill Lynch June 2010 - June 2011
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance and Economics
Merrill Lynch June 2011 - Present
Merrill Lynch June 2010 - June 2011
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance and Economics
Lee Anne Hagel's Merrill Lynch Experience July 2008 - September 2008
Job MBA Candidate at the Johnson Graduate School of Management at Cornell University
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
United Technologies August 2012 - July 2014
United Technologies July 2010 - August 2012
Eaton Vance August 2009 - December 2009
Boston Scientific June 2009 - August 2009
Merrill Lynch July 2008 - September 2008
Skills
Finance, Access, Financial Analysis, Hyperion Enterprise, Microsoft Office, Microsoft Excel, PowerPoint, SAP, Financial Modeling, Financial Reporting, Strategic Financial..., Consolidation, Data Analysis, Accounting, Forecasting, Sarbanes-Oxley Act, Excel Pivot, Essbase, Valuation, Analysis, Variance Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bentley University 2006 — 2010
Bachelor of Science (BSc), Finance, Quantitative Perspectives
The London School of Economics and Political Science (LSE) 2007 — 2007
Statistics
CFA Program
Passed Level I of the CFA Program
RBC Capital Markets June 2015 - Present
United Technologies August 2012 - July 2014
United Technologies July 2010 - August 2012
Eaton Vance August 2009 - December 2009
Boston Scientific June 2009 - August 2009
Merrill Lynch July 2008 - September 2008
Skills
Finance, Access, Financial Analysis, Hyperion Enterprise, Microsoft Office, Microsoft Excel, PowerPoint, SAP, Financial Modeling, Financial Reporting, Strategic Financial..., Consolidation, Data Analysis, Accounting, Forecasting, Sarbanes-Oxley Act, Excel Pivot, Essbase, Valuation, Analysis, Variance Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bentley University 2006 — 2010
Bachelor of Science (BSc), Finance, Quantitative Perspectives
The London School of Economics and Political Science (LSE) 2007 — 2007
Statistics
CFA Program
Passed Level I of the CFA Program
Taylor W Grant's Merrill Lynch Experience May 2011 - August 2011
Job Investment Analyst at Hartford Funds
Industry Financial Services
Experience
Hartford Funds October 2013 - Present
Wells Fargo April 2013 - October 2013
Wells Fargo Advisors October 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Merrill Lynch May 2010 - May 2011
Skills
Series 7, Series 66, Pennsylvania Life,..., Invesment Analysis, Retirement Planning, Trading, Asset Allocation, Mutual Funds, Hedge Funds, Equities, Fixed Income, Alternative Investments, Finance, Wealth Management, Investments, Portfolio Management, Marketing, Morningstar, Bloomberg
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance, Ethics & Social Responsibility, Law
London School of Economics 2011 — 2011
Investments & Portfolio Management
Hartford Funds October 2013 - Present
Wells Fargo April 2013 - October 2013
Wells Fargo Advisors October 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Merrill Lynch May 2010 - May 2011
Skills
Series 7, Series 66, Pennsylvania Life,..., Invesment Analysis, Retirement Planning, Trading, Asset Allocation, Mutual Funds, Hedge Funds, Equities, Fixed Income, Alternative Investments, Finance, Wealth Management, Investments, Portfolio Management, Marketing, Morningstar, Bloomberg
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance, Ethics & Social Responsibility, Law
London School of Economics 2011 — 2011
Investments & Portfolio Management
John Mattock's Merrill Lynch Experience July 2009 - February 2011
Job Electronic Trading manager at Citadel LLC
Industry Financial Services
Experience
Citadel LLC February 2011 - Present
Merrill Lynch July 2009 - February 2011
Merrill Lynch August 2006 - July 2009
Merrill Lynch August 2004 - August 2006
US Marine Corps May 1997 - July 2006
Skills
Equities, Options, Trading, Electronic Trading, Securities, Oracle, Risk Management, SQL, Sybase, Portfolio Management, Unix, Analysis, Security, Business Analysis, Fixed Income
Education
Bentley University 1996 — 2001
BS
Citadel LLC February 2011 - Present
Merrill Lynch July 2009 - February 2011
Merrill Lynch August 2006 - July 2009
Merrill Lynch August 2004 - August 2006
US Marine Corps May 1997 - July 2006
Skills
Equities, Options, Trading, Electronic Trading, Securities, Oracle, Risk Management, SQL, Sybase, Portfolio Management, Unix, Analysis, Security, Business Analysis, Fixed Income
Education
Bentley University 1996 — 2001
BS
Shawn Crossman's Merrill Lynch Experience December 2000 - October 2002
Job District Sales Manager at Nimble Storage
Industry Computer Software
Experience
Nimble Storage June 2015 - Present
Nimble Storage February 2014 - Present
Dell April 2011 - February 2014
Kaplan Compliance Solutions March 2010 - April 2011
Oracle Corporation February 2006 - March 2010
Forefield September 2004 - January 2006
Smith Barney October 2002 - June 2004
Merrill Lynch December 2000 - October 2002
Amex 1999 - 2000
Skills
Enterprise Software, Selling, Consultative Selling, Contract Negotiations, Sales Presentations, SaaS, Storage Area Networks, Storage Virtualization, Enterprise Storage, Dell PowerEdge Servers, Account Management, Enterprise Account..., Business Development, Sales Management, Contract Negotiation, Solution Selling, CRM, Professional Services, Sales Process, Sales, Leadership, Business Intelligence, Storage, Managed Services, Cloud Computing, Cold Calling, Outsourcing, Salesforce.com, Software Industry, Direct Sales, Program Management, Channel Partners, Strategic Partnerships, Business Planning, Lead Generation, Sales Operations, Business Process, Pre-sales, Sales Enablement, Business Alliances, Strategy
Education
Bentley University 1994 — 1998
BS, Finance
Manchester Central High School 1990 — 1994
Nimble Storage June 2015 - Present
Nimble Storage February 2014 - Present
Dell April 2011 - February 2014
Kaplan Compliance Solutions March 2010 - April 2011
Oracle Corporation February 2006 - March 2010
Forefield September 2004 - January 2006
Smith Barney October 2002 - June 2004
Merrill Lynch December 2000 - October 2002
Amex 1999 - 2000
Skills
Enterprise Software, Selling, Consultative Selling, Contract Negotiations, Sales Presentations, SaaS, Storage Area Networks, Storage Virtualization, Enterprise Storage, Dell PowerEdge Servers, Account Management, Enterprise Account..., Business Development, Sales Management, Contract Negotiation, Solution Selling, CRM, Professional Services, Sales Process, Sales, Leadership, Business Intelligence, Storage, Managed Services, Cloud Computing, Cold Calling, Outsourcing, Salesforce.com, Software Industry, Direct Sales, Program Management, Channel Partners, Strategic Partnerships, Business Planning, Lead Generation, Sales Operations, Business Process, Pre-sales, Sales Enablement, Business Alliances, Strategy
Education
Bentley University 1994 — 1998
BS, Finance
Manchester Central High School 1990 — 1994
Michael Sesulka's Merrill Lynch Experience August 2004 - January 2005
Job Account Executive at JOC Group Inc.
Industry Information Services
Experience
JOC Group Inc. February 2014 - Present
JOC Group Inc. March 2006 - February 2014
Corporate Turnaround January 2005 - November 2005
Merrill Lynch August 2004 - January 2005
Norvergence February 2003 - June 2004
PCF - Publishers Circulation Fulfillment 1999 - 2003
Skills
International Sales, Account Management, New Business Development, Salesforce.com, Business Development, Market Research, Strategic Planning, CRM, Sales, Marketing Strategy, Product Launch, Product Management, B2B, Strategic Partnerships, Email Marketing, Lead Generation, Direct Marketing, Contract Negotiation, Online Marketing, Marketing
Education
Bergen Community College 1999 — 2006
Associate in Business Administration, Business Administration
Everglades University 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Aviation Management
Wallington High School 1996 — 1999
JOC Group Inc. February 2014 - Present
JOC Group Inc. March 2006 - February 2014
Corporate Turnaround January 2005 - November 2005
Merrill Lynch August 2004 - January 2005
Norvergence February 2003 - June 2004
PCF - Publishers Circulation Fulfillment 1999 - 2003
Skills
International Sales, Account Management, New Business Development, Salesforce.com, Business Development, Market Research, Strategic Planning, CRM, Sales, Marketing Strategy, Product Launch, Product Management, B2B, Strategic Partnerships, Email Marketing, Lead Generation, Direct Marketing, Contract Negotiation, Online Marketing, Marketing
Education
Bergen Community College 1999 — 2006
Associate in Business Administration, Business Administration
Everglades University 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Aviation Management
Wallington High School 1996 — 1999
Dan Trendowicz Dan Trendowicz's Merrill Lynch Experience July 2011 - September 2011
Job Operations Manager at Coastal Marine Management, LLC
Industry Marketing and Advertising
Experience
Coastal Marine Management, LLC August 2014 - Present
Tern Harbor Marina May 2012 - August 2014
Merrill Lynch July 2011 - September 2011
Charlestown Lacrosse and Learning Center August 2010 - November 2010
Skills
Facebook, Social Media, Marketing Communications, Social Media Marketing, Social Networking, Marketing, Microsoft Excel, Public Relations, Event Management, Marketing Strategy, Time Management, Microsoft Office, Event Planning, Fundraising, Management, Microsoft Word, Customer Service, PowerPoint, Team Building, Teamwork, Advertising, Sales Operations, Sales, Account Management, Market Research, Online Advertising, Email Marketing, Public Speaking, Leadership, New Business Development, Strategic Planning, Business Development
Education
Northeastern University 2008 — 2012
Bachelor's degree, Communication and Media Studies
Bentley University
Business, Management, Marketing, and Related Support Services
University of Sydney
Coastal Marine Management, LLC August 2014 - Present
Tern Harbor Marina May 2012 - August 2014
Merrill Lynch July 2011 - September 2011
Charlestown Lacrosse and Learning Center August 2010 - November 2010
Skills
Facebook, Social Media, Marketing Communications, Social Media Marketing, Social Networking, Marketing, Microsoft Excel, Public Relations, Event Management, Marketing Strategy, Time Management, Microsoft Office, Event Planning, Fundraising, Management, Microsoft Word, Customer Service, PowerPoint, Team Building, Teamwork, Advertising, Sales Operations, Sales, Account Management, Market Research, Online Advertising, Email Marketing, Public Speaking, Leadership, New Business Development, Strategic Planning, Business Development
Education
Northeastern University 2008 — 2012
Bachelor's degree, Communication and Media Studies
Bentley University
Business, Management, Marketing, and Related Support Services
University of Sydney
Garrett Giblin's Merrill Lynch Experience May 2006 - August 2006
Job Sales & Marketing Manager @ Susie Q Matchmaking
Industry Recreational Facilities and Services
Experience
Susie Q Matchmaking January 2014 - Present
Prosum Technology Services July 2012 - August 2013
Glacial Energy August 2007 - July 2012
InnSeason Resorts June 2003 - July 2007
Merrill Lynch May 2006 - August 2006
Skills
Online Marketing, Word, Social Media, Customer Service, Marketing Strategy, Team Management, Microsoft Office, Social Media Marketing, Social Networking, Strategic Sourcing, New Business Development, Team Building, Recruiting, Technical Recruiting, Customer Relations, Excel, E-commerce, PowerPoint, Energy, Energy Efficiency, Personal Branding, Entertainment, Nutrition, Product Development, Fitness, Decision Making Skills, Personal Development, Photoshop, Illustrator, Outlook, SEO, Blogging, YouTube, Facebook, CRM, Sales, Leadership, Microsoft Word, Management, Business Development, Lead Generation, Marketing, Sales Operations, Selling, Cold Calling
Education
College of Charleston 2004 — 2007
BA, Business Administration with a concentration in Finance
Bentley College 2003 — 2004
BA, Business and Finance
Susie Q Matchmaking January 2014 - Present
Prosum Technology Services July 2012 - August 2013
Glacial Energy August 2007 - July 2012
InnSeason Resorts June 2003 - July 2007
Merrill Lynch May 2006 - August 2006
Skills
Online Marketing, Word, Social Media, Customer Service, Marketing Strategy, Team Management, Microsoft Office, Social Media Marketing, Social Networking, Strategic Sourcing, New Business Development, Team Building, Recruiting, Technical Recruiting, Customer Relations, Excel, E-commerce, PowerPoint, Energy, Energy Efficiency, Personal Branding, Entertainment, Nutrition, Product Development, Fitness, Decision Making Skills, Personal Development, Photoshop, Illustrator, Outlook, SEO, Blogging, YouTube, Facebook, CRM, Sales, Leadership, Microsoft Word, Management, Business Development, Lead Generation, Marketing, Sales Operations, Selling, Cold Calling
Education
College of Charleston 2004 — 2007
BA, Business Administration with a concentration in Finance
Bentley College 2003 — 2004
BA, Business and Finance
Guy Lombardo Guy Lombardo's Merrill Lynch Experience 2002 - 2003
Job AVP Investment Administration Applications at Wellington Management
Industry Financial Services
Experience
Wellington Management March 2014 - Present
Fidelity Charitable June 2012 - March 2014
Fidelity Investments July 2011 - June 2012
Fidelity Investments July 2010 - July 2011
Fidelity Investments March 2007 - July 2010
Fidelity Investments January 2005 - May 2007
Fidelity Investments June 2003 - January 2005
Merrill Lynch 2002 - 2003
Skills
Financial Services, Process Improvement, Risk Management, Business Analysis, Project Management, Strategic Planning, Cross-functional Team..., Relationship Management, Leadership, Business Process..., Management, Business Strategy, Vendor Management, Vendor Relationships, Analytics, Financial Modeling, Financial Analysis
Education
Suffolk University 2006 — 2010
Master of Business Administration (MBA), International Business
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Economics - Finance
Medford High School 1995 — 1999
Wellington Management March 2014 - Present
Fidelity Charitable June 2012 - March 2014
Fidelity Investments July 2011 - June 2012
Fidelity Investments July 2010 - July 2011
Fidelity Investments March 2007 - July 2010
Fidelity Investments January 2005 - May 2007
Fidelity Investments June 2003 - January 2005
Merrill Lynch 2002 - 2003
Skills
Financial Services, Process Improvement, Risk Management, Business Analysis, Project Management, Strategic Planning, Cross-functional Team..., Relationship Management, Leadership, Business Process..., Management, Business Strategy, Vendor Management, Vendor Relationships, Analytics, Financial Modeling, Financial Analysis
Education
Suffolk University 2006 — 2010
Master of Business Administration (MBA), International Business
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Economics - Finance
Medford High School 1995 — 1999
Paul Lattarulo's Merrill Lynch Experience May 2003 - July 2003
Job
Industry Financial Services
Experience
RBC Capital Markets April 2013 - Present
Open Systems Consultant at RBC October 2012 - April 2013
MF Global May 2011 - March 2012
RBC Capital Markets December 2008 - May 2011
Natixis Capital Markets April 2005 - December 2008
Bear, Stearns & Co. Inc. July 2003 - April 2005
Merrill Lynch May 2003 - July 2003
UBS May 1998 - May 2003
Skills
Equities, Fixed Income, Equity Derivatives, Derivatives, Sophis, Capital Markets, Bloomberg, Hedge Funds, FX Options, Investment Banking, Options, Credit Derivatives, Structured Products, Bonds, Securities, Trading Systems, Financial Markets, Finance, Alternative Investments, Commodity, Securities Lending, Product Control, Swaps, Middle Office
Education
Bentley University 1992 — 1996
BS, Accounting
RBC Capital Markets April 2013 - Present
Open Systems Consultant at RBC October 2012 - April 2013
MF Global May 2011 - March 2012
RBC Capital Markets December 2008 - May 2011
Natixis Capital Markets April 2005 - December 2008
Bear, Stearns & Co. Inc. July 2003 - April 2005
Merrill Lynch May 2003 - July 2003
UBS May 1998 - May 2003
Skills
Equities, Fixed Income, Equity Derivatives, Derivatives, Sophis, Capital Markets, Bloomberg, Hedge Funds, FX Options, Investment Banking, Options, Credit Derivatives, Structured Products, Bonds, Securities, Trading Systems, Financial Markets, Finance, Alternative Investments, Commodity, Securities Lending, Product Control, Swaps, Middle Office
Education
Bentley University 1992 — 1996
BS, Accounting
Karla Ferry's Merrill Lynch Experience 1989 - 1991
Job Healthcare Big Data Enthusiast | Analytics Strategist | Sales & Marketing Leader
Industry Computer Software
Experience
Zephyr Health December 2014 - Present
TIBCO Spotfire December 2012 - November 2014
TIBCO Software, Inc. Spotfire Group May 2003 - December 2012
HBA, Healthcare Businesswomen's Association January 2005 - December 2011
Inforonics 1999 - 2002
Charter Systems 1997 - 1999
Arrow Electronics 1992 - 1997
Merrill Lynch 1989 - 1991
Skills
Salesforce.com, Enterprise Software, SaaS, Business Intelligence, Account Management, Solution Selling, Business Development, Analytics, New Business Development, Cross-functional Team..., CRM, Sales Management, Selling, Sales, Management, Data Analysis, Strategy, Strategic Partnerships, Cloud Computing
Education
Bentley University 1985 — 1989
BS
Zephyr Health December 2014 - Present
TIBCO Spotfire December 2012 - November 2014
TIBCO Software, Inc. Spotfire Group May 2003 - December 2012
HBA, Healthcare Businesswomen's Association January 2005 - December 2011
Inforonics 1999 - 2002
Charter Systems 1997 - 1999
Arrow Electronics 1992 - 1997
Merrill Lynch 1989 - 1991
Skills
Salesforce.com, Enterprise Software, SaaS, Business Intelligence, Account Management, Solution Selling, Business Development, Analytics, New Business Development, Cross-functional Team..., CRM, Sales Management, Selling, Sales, Management, Data Analysis, Strategy, Strategic Partnerships, Cloud Computing
Education
Bentley University 1985 — 1989
BS
Stephanie McAuliffe, PMP's Merrill Lynch Experience July 1987 - July 1990
Job Senior Director, Strategic Program Management
Industry Insurance
Experience
AIG September 2011 - Present
AIG September 2010 - September 2011
AIG July 2002 - September 2010
Optimark June 2000 - May 2002
Henri's Homemade, Inc. August 1996 - July 2000
New York Mercantile Exchange July 1990 - June 1998
Merrill Lynch July 1987 - July 1990
Skills
SDLC, Business Process..., Project Portfolio..., Strategy, Business Analysis, Vendor Management, PMP, Process Improvement, Project Management, IT Strategy, IT Management, Insurance, Requirements Analysis, Program Management, Risk Management, Governance, Software Project..., Management, Enterprise Architecture, Requirements Gathering, Integration, Resource Management, Business Process Design, Business Transformation, Business Process..., Change Management, Outsourcing, Disaster Recovery, Business Intelligence, Business Process, Business Requirements, PMO, Leadership
Education
Bentley University 1979 — 1983
BS, Computer Information Systems
Bentley University 1979 — 1983
AS, Management
AIG September 2011 - Present
AIG September 2010 - September 2011
AIG July 2002 - September 2010
Optimark June 2000 - May 2002
Henri's Homemade, Inc. August 1996 - July 2000
New York Mercantile Exchange July 1990 - June 1998
Merrill Lynch July 1987 - July 1990
Skills
SDLC, Business Process..., Project Portfolio..., Strategy, Business Analysis, Vendor Management, PMP, Process Improvement, Project Management, IT Strategy, IT Management, Insurance, Requirements Analysis, Program Management, Risk Management, Governance, Software Project..., Management, Enterprise Architecture, Requirements Gathering, Integration, Resource Management, Business Process Design, Business Transformation, Business Process..., Change Management, Outsourcing, Disaster Recovery, Business Intelligence, Business Process, Business Requirements, PMO, Leadership
Education
Bentley University 1979 — 1983
BS, Computer Information Systems
Bentley University 1979 — 1983
AS, Management
Jordan Shivers's Merrill Lynch Experience August 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2009 - Present
Northwestern Mutual Financial Network December 2005 - July 2009
Skills
Retirement Planning, 401k, Alternative Investments, Asset Allocation, Asset Management, Commercial Lending, Credit, Capital Markets, Credit Analysis, Disability Insurance, ETFs, Equities, Estate Planning, FINRA, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planners, Financial Services, Fixed Annuities, Hedge Funds, IRAs, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Loan Origination, Loans, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Mutual Funds, Portfolio Management, Private Equity, Retirement, Sales, Securities, Series 63, Series 65, Series 7, Underwriting, Uniform Combined State..., Valuation, Wealth Management, Strategic Financial..., Financial Planning
Education
Berry College 2002 — 2005
Merrill Lynch August 2009 - Present
Northwestern Mutual Financial Network December 2005 - July 2009
Skills
Retirement Planning, 401k, Alternative Investments, Asset Allocation, Asset Management, Commercial Lending, Credit, Capital Markets, Credit Analysis, Disability Insurance, ETFs, Equities, Estate Planning, FINRA, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planners, Financial Services, Fixed Annuities, Hedge Funds, IRAs, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Loan Origination, Loans, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Mutual Funds, Portfolio Management, Private Equity, Retirement, Sales, Securities, Series 63, Series 65, Series 7, Underwriting, Uniform Combined State..., Valuation, Wealth Management, Strategic Financial..., Financial Planning
Education
Berry College 2002 — 2005
Troy Wiebler's Merrill Lynch Experience 2008 - March 2015
Job Vice President | Wealth Management Advisor at UBS
Industry Financial Services
Experience
UBS Wealth Management March 2015 - Present
Merrill Lynch 2008 - March 2015
Moors & Cabot 2006 - 2008
Skills
Asset Management, Estate Planning, Retirement, Process Improvement, Investments, Portfolio Management, Financial Planners, Corporate Benefits, Concentrated Stock..., Wealth Management
Education
Bentley University
Shattuck St. Mary's
UBS Wealth Management March 2015 - Present
Merrill Lynch 2008 - March 2015
Moors & Cabot 2006 - 2008
Skills
Asset Management, Estate Planning, Retirement, Process Improvement, Investments, Portfolio Management, Financial Planners, Corporate Benefits, Concentrated Stock..., Wealth Management
Education
Bentley University
Shattuck St. Mary's
Ken Singh's Merrill Lynch Experience March 2011 - June 2013
Job Director at AIG
Industry Financial Services
Experience
AIG June 2013 - Present
Merrill Lynch March 2011 - June 2013
Marsh February 2008 - February 2010
Haier America December 2005 - March 2008
Modulightor 2004 - 2005
Skills
Financial Reporting, Forecasting, Analysis, Finance, Enterprise Software, Business Analysis, Budgets, Governance, Oracle, Financial Analysis, Management, Financial Modeling, Process Improvement, Accounting, Financial Services, Business Process..., Financial Planning, Insurance
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Berkeley College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Georgian College 2001 — 2003
AAS, Computer Science
AIG June 2013 - Present
Merrill Lynch March 2011 - June 2013
Marsh February 2008 - February 2010
Haier America December 2005 - March 2008
Modulightor 2004 - 2005
Skills
Financial Reporting, Forecasting, Analysis, Finance, Enterprise Software, Business Analysis, Budgets, Governance, Oracle, Financial Analysis, Management, Financial Modeling, Process Improvement, Accounting, Financial Services, Business Process..., Financial Planning, Insurance
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Berkeley College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Georgian College 2001 — 2003
AAS, Computer Science
Joe Jerome's Merrill Lynch Experience November 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
New York Life April 2009 - November 2010
Bowen Family Homes May 2004 - November 2008
Skills
Customer Service, Sales, Insurance
Education
Bentley University 1998 — 2000
Merrill Lynch November 2010 - Present
New York Life April 2009 - November 2010
Bowen Family Homes May 2004 - November 2008
Skills
Customer Service, Sales, Insurance
Education
Bentley University 1998 — 2000
Regina Ponniah-Rambaran's Merrill Lynch Experience 2005 - 2007
Job Finance Manager at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson February 2013 - Present
Johnson & Johnson June 2007 - February 2013
Merrill Lynch 2005 - 2007
Ernst & Young February 2001 - November 2005
Skills
Strategic Planning, Financial Modeling, Financial Planning, Financial Reporting, Variance Analysis, Financial Analysis, Financial Accounting, Essbase, Financial Forecasting, Accounting, Internal Controls, Reconciliations, Accruals, Projections, Hyperion, Internal Audit, Reporting & Analysis, General Ledger, Audit, Consolidation, Strategic Financial..., Managerial Finance, Hyperion Enterprise, Financial Audits
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Finance
Felician College 2001 — 2003
Bachelors, Accounting/Marketing
Berkeley College 1999 — 2001
Associates, Accounting
Johnson & Johnson February 2013 - Present
Johnson & Johnson June 2007 - February 2013
Merrill Lynch 2005 - 2007
Ernst & Young February 2001 - November 2005
Skills
Strategic Planning, Financial Modeling, Financial Planning, Financial Reporting, Variance Analysis, Financial Analysis, Financial Accounting, Essbase, Financial Forecasting, Accounting, Internal Controls, Reconciliations, Accruals, Projections, Hyperion, Internal Audit, Reporting & Analysis, General Ledger, Audit, Consolidation, Strategic Financial..., Managerial Finance, Hyperion Enterprise, Financial Audits
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA, Finance
Felician College 2001 — 2003
Bachelors, Accounting/Marketing
Berkeley College 1999 — 2001
Associates, Accounting
Kathleen Barthel's Merrill Lynch Experience 1993 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
merrill lynch 1993 - 2001
Education
Bergen Community College 1989 — 1991
merrill lynch 1993 - 2001
Education
Bergen Community College 1989 — 1991
Meaurie W.'s Merrill Lynch Experience 1996 - 2000
Job Planning & Analysis
Industry Luxury Goods & Jewelry
Experience
Louis Vuitton 2013 - 2015
Nordstrom 2009 - 2013
Babson 2007 - 2009
TJX Companies 2005 - 2007
Time Warner Inc. 2002 - 2005
Merrill Lynch 1996 - 2000
Skills
Forecasting, Budgeting, Financial Reporting, Financial Analysis, Variance Analysis, Financial Modeling, Inventory Planning, Business Planning, Supply Chain Management, Market Planning
Education
Georgetown University - The McDonough School of Business
MBA
Bentley University
BS, Economics and Finance
Louis Vuitton 2013 - 2015
Nordstrom 2009 - 2013
Babson 2007 - 2009
TJX Companies 2005 - 2007
Time Warner Inc. 2002 - 2005
Merrill Lynch 1996 - 2000
Skills
Forecasting, Budgeting, Financial Reporting, Financial Analysis, Variance Analysis, Financial Modeling, Inventory Planning, Business Planning, Supply Chain Management, Market Planning
Education
Georgetown University - The McDonough School of Business
MBA
Bentley University
BS, Economics and Finance
Keith Singletary's Merrill Lynch Experience 2004 - 2007
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2013 - Present
Barclays Capital May 2007 - July 2013
Merrill Lynch 2004 - 2007
MasterCard 2001 - 2002
Transamerica Leasing Inc. 1999 - 2001
PricewaterhouseCoopers 1996 - 1999
INROADS 1992 - 1996
Skills
Residential Mortgages, Credit Risk, Securitization, Structured Credit..., Warehouse Lending, Fixed Income, Structured Products, Financial Institutions, Capital Markets, Structured Finance, ABS, Financial Structuring, Trading, Bonds, Investment Banking, Valuation
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Bentley University
B.S., Accounting
Kolbe Cathedral High School
Morgan Stanley July 2013 - Present
Barclays Capital May 2007 - July 2013
Merrill Lynch 2004 - 2007
MasterCard 2001 - 2002
Transamerica Leasing Inc. 1999 - 2001
PricewaterhouseCoopers 1996 - 1999
INROADS 1992 - 1996
Skills
Residential Mortgages, Credit Risk, Securitization, Structured Credit..., Warehouse Lending, Fixed Income, Structured Products, Financial Institutions, Capital Markets, Structured Finance, ABS, Financial Structuring, Trading, Bonds, Investment Banking, Valuation
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Bentley University
B.S., Accounting
Kolbe Cathedral High School
Michelle Matthies's Merrill Lynch Experience June 2009 - August 2009
Job StreetAccount Support Specialist at FactSet Research Systems
Industry Marketing and Advertising
Experience
FactSet Research Systems February 2013 - Present
FactSet Research Systems September 2010 - February 2013
Bentley University September 2009 - May 2010
Arnold Worldwide September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Sikorsky Aircraft June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, FactSet, Access, Market Research, Process Improvement, Training, Economics, Finance, Data Analysis, Social Media, Consulting, Financial Modeling, Portfolio Management, Financial Analysis
Education
Bentley University 2006 — 2010
BS, Major:Marketing, Double Major: Liberal Studies in Media Arts and Society, Minor in Finance
FactSet Research Systems February 2013 - Present
FactSet Research Systems September 2010 - February 2013
Bentley University September 2009 - May 2010
Arnold Worldwide September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Sikorsky Aircraft June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, FactSet, Access, Market Research, Process Improvement, Training, Economics, Finance, Data Analysis, Social Media, Consulting, Financial Modeling, Portfolio Management, Financial Analysis
Education
Bentley University 2006 — 2010
BS, Major:Marketing, Double Major: Liberal Studies in Media Arts and Society, Minor in Finance
Eugene Lonergan, CFP®, CRPC®'s Merrill Lynch Experience March 2007 - December 2012
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Purchase Street Ventures 2000 - Present
Merrill Lynch March 2007 - December 2012
Mako Global Derivatives 2001 - 2003
Banque Paribas 1995 - 1999
O'Connor & Associates 1989 - 1994
Education
Bentley University 1985 — 1988
BS, Finance
St. John Vianney 1979 — 1983
Ameriprise Financial Services, Inc. December 2012 - Present
Purchase Street Ventures 2000 - Present
Merrill Lynch March 2007 - December 2012
Mako Global Derivatives 2001 - 2003
Banque Paribas 1995 - 1999
O'Connor & Associates 1989 - 1994
Education
Bentley University 1985 — 1988
BS, Finance
St. John Vianney 1979 — 1983
Maria Victoria Valdes's Merrill Lynch Experience November 1981 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1981 - Present
Skills
Portfolio Management, Financial Modeling, Microsoft Excel, Account Reconciliation, Morningstar, Forecasting, Bloomberg Terminal, Retirement Planning, Asset Allocation, Strategy, Data Analysis, QuickBooks, Competitive Analysis, Series 7, Leadership, Customer Service, Outlook, Investment Strategies, Accounting, Investments, Series 63, Bloomberg, Financial Accounting, Strategic Planning, FINRA, PowerPoint, Wealth Management, Financial Analysis, Equities, Fixed Income, Microsoft Word, Mutual Funds, Investment Advisory, Uniform Combined State..., Strategic Financial..., Microsoft Office, Team Building, Securities, Alternative Investments, Analysis, Marketing, Financial Reporting, Budgets, Public Speaking, Small Business, Thompson One, Process Improvement, ETFs, Series 24, Sales
Education
Bentley University 1977 — 1981
BS Management
Assumption Convent 1972 — 1976
HS Diploma
Merrill Lynch November 1981 - Present
Skills
Portfolio Management, Financial Modeling, Microsoft Excel, Account Reconciliation, Morningstar, Forecasting, Bloomberg Terminal, Retirement Planning, Asset Allocation, Strategy, Data Analysis, QuickBooks, Competitive Analysis, Series 7, Leadership, Customer Service, Outlook, Investment Strategies, Accounting, Investments, Series 63, Bloomberg, Financial Accounting, Strategic Planning, FINRA, PowerPoint, Wealth Management, Financial Analysis, Equities, Fixed Income, Microsoft Word, Mutual Funds, Investment Advisory, Uniform Combined State..., Strategic Financial..., Microsoft Office, Team Building, Securities, Alternative Investments, Analysis, Marketing, Financial Reporting, Budgets, Public Speaking, Small Business, Thompson One, Process Improvement, ETFs, Series 24, Sales
Education
Bentley University 1977 — 1981
BS Management
Assumption Convent 1972 — 1976
HS Diploma
Susan (Mucciarone) Guardino's Merrill Lynch Experience June 2007 - August 2007
Job Specialty Underwriter at HCC Specialty
Industry Insurance
Experience
HCC Specialty October 2012 - Present
HCC Specialty Underwriters May 2009 - October 2012
Protiviti 2008 - 2009
Artisan Pharma December 2007 - August 2008
F.W. Webb Company June 2005 - November 2007
Merrill Lynch June 2007 - August 2007
Skills
Underwriting, Reinsurance, Professional Liability, Property & Casualty..., Commercial Insurance, Insurance, Liability, Risk Management, Brokers, Claim, General Insurance, Workers Compensation, Legal Liability, Claims Management, Financial Risk, Financial Analysis, Employment Practices..., Inland Marine, D&O, Risk Assessment, Commercial Lines, Enterprise Risk..., Umbrella Insurance, Auditing, Customer Service, Marketing
Education
Bentley University 2004 — 2008
Economics-Finance
North Reading High School
HCC Specialty October 2012 - Present
HCC Specialty Underwriters May 2009 - October 2012
Protiviti 2008 - 2009
Artisan Pharma December 2007 - August 2008
F.W. Webb Company June 2005 - November 2007
Merrill Lynch June 2007 - August 2007
Skills
Underwriting, Reinsurance, Professional Liability, Property & Casualty..., Commercial Insurance, Insurance, Liability, Risk Management, Brokers, Claim, General Insurance, Workers Compensation, Legal Liability, Claims Management, Financial Risk, Financial Analysis, Employment Practices..., Inland Marine, D&O, Risk Assessment, Commercial Lines, Enterprise Risk..., Umbrella Insurance, Auditing, Customer Service, Marketing
Education
Bentley University 2004 — 2008
Economics-Finance
North Reading High School
Paula Higgins's Merrill Lynch Experience 1998 - 1999
Job Program Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2009 - Present
Homesite Insurance March 2007 - October 2009
Lincoln Financial Group January 2005 - March 2007
Fidelity Investments November 2003 - December 2004
Self-Employed May 2001 - November 2003
BearingPoint April 1997 - May 2001
Merrill Lynch 1998 - 1999
Putnam Investments May 1993 - April 1997
Computervision (formerly Prime Computer) August 1985 - May 1993
NEC Electronics 1984 - 1985
Skills
MS Project, Process Improvement, SDLC, Program Management, Management, Strategy, Business Intelligence, Software Development, Project Management, Vendor Management, Financial Services, Leadership, CRM, Portfolio Management, Business Analysis, PMO, Analysis, Strategic Planning, Business Process..., Microsoft Project
Education
Bentley University 1985 — 1993
BS/BA, Business Management
MassMutual Financial Group October 2009 - Present
Homesite Insurance March 2007 - October 2009
Lincoln Financial Group January 2005 - March 2007
Fidelity Investments November 2003 - December 2004
Self-Employed May 2001 - November 2003
BearingPoint April 1997 - May 2001
Merrill Lynch 1998 - 1999
Putnam Investments May 1993 - April 1997
Computervision (formerly Prime Computer) August 1985 - May 1993
NEC Electronics 1984 - 1985
Skills
MS Project, Process Improvement, SDLC, Program Management, Management, Strategy, Business Intelligence, Software Development, Project Management, Vendor Management, Financial Services, Leadership, CRM, Portfolio Management, Business Analysis, PMO, Analysis, Strategic Planning, Business Process..., Microsoft Project
Education
Bentley University 1985 — 1993
BS/BA, Business Management
Jordan Heller's Merrill Lynch Experience 1987 - 1996
Job President of Heller Wealth Advisors, LLC
Industry Investment Management
Experience
Heller Wealth Advisors LLC 2005 - Present
Bed Bath & Beyond 2003 - Present
Equity One, Inc June 2014 - Present
New York College of Podiatric Medicine 2013 - Present
The Schonbraun McCann Group, An FTI Company 2005 - 2008
American Economic Planning Group Inc. 2002 - 2005
CIBC World Markets 1998 - 2000
Salomon Brothers 1996 - 1998
Merrill Lynch 1987 - 1996
Merrill Lynch 1987 - 1996
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA - Cum Laude, Finance
Bentley University 1978 — 1982
BS - Magna Cum Laude, Accounting
Heller Wealth Advisors LLC 2005 - Present
Bed Bath & Beyond 2003 - Present
Equity One, Inc June 2014 - Present
New York College of Podiatric Medicine 2013 - Present
The Schonbraun McCann Group, An FTI Company 2005 - 2008
American Economic Planning Group Inc. 2002 - 2005
CIBC World Markets 1998 - 2000
Salomon Brothers 1996 - 1998
Merrill Lynch 1987 - 1996
Merrill Lynch 1987 - 1996
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA - Cum Laude, Finance
Bentley University 1978 — 1982
BS - Magna Cum Laude, Accounting
Greg Adams's Merrill Lynch Experience 2001 - 2008
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock March 2014 - Present
Jefferies June 2010 - May 2013
Wedbush Morgan Securities April 2009 - June 2010
Merrill Lynch 2001 - 2008
Skills
Series 7, Equities, Equity Research, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Series 63, Securities, Investment Banking, Investments, Valuation, Alternative Investments, Portfolio Management, Financial Modeling, Asset Management, Equity Trading
Education
Bentley College
Old Dominion University
BlackRock March 2014 - Present
Jefferies June 2010 - May 2013
Wedbush Morgan Securities April 2009 - June 2010
Merrill Lynch 2001 - 2008
Skills
Series 7, Equities, Equity Research, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Series 63, Securities, Investment Banking, Investments, Valuation, Alternative Investments, Portfolio Management, Financial Modeling, Asset Management, Equity Trading
Education
Bentley College
Old Dominion University
Werner Schwarzenbach's Merrill Lynch Experience August 2015 - Present
Job IT Consultant at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch August 2015 - Present
Pennsylvania Department Of Revenue May 2012 - March 2015
BANK OF AMERICA / MERRILL LYNCH 1987 - 2009
Merrill Lynch August 1989 - September 2008
Nabisco December 1987 - August 1989
Phillip Brothers Commodity Traders August 1986 - December 1987
Sony September 1984 - August 1986
ITT Avionics July 1981 - September 1984
Panasonic April 1977 - July 1981
Skills
DB2, SQL, Requirements Gathering, Requirements Analysis, Team Leadership, Project Management, Business Analysis, SDLC, Software Development, Agile Methodologies, Business Intelligence, IT Strategy, Software Project..., Vendor Management, Consulting, Enterprise Architecture, SharePoint, Visio, Integration
Education
Kean University 1975 — 1982
B.S., Computer Science
Bergen Community College 1973 — 1975
A.A.S., Business Computer Programming
Merrill Lynch August 2015 - Present
Pennsylvania Department Of Revenue May 2012 - March 2015
BANK OF AMERICA / MERRILL LYNCH 1987 - 2009
Merrill Lynch August 1989 - September 2008
Nabisco December 1987 - August 1989
Phillip Brothers Commodity Traders August 1986 - December 1987
Sony September 1984 - August 1986
ITT Avionics July 1981 - September 1984
Panasonic April 1977 - July 1981
Skills
DB2, SQL, Requirements Gathering, Requirements Analysis, Team Leadership, Project Management, Business Analysis, SDLC, Software Development, Agile Methodologies, Business Intelligence, IT Strategy, Software Project..., Vendor Management, Consulting, Enterprise Architecture, SharePoint, Visio, Integration
Education
Kean University 1975 — 1982
B.S., Computer Science
Bergen Community College 1973 — 1975
A.A.S., Business Computer Programming
Melvina Israel's Merrill Lynch Experience December 2008 - January 2010
Job
Industry Financial Services
Experience
Medical Diagnostic Laboratory, Inc. October 2013 - Present
Abundant Life Deliverance Temple February 2009 - Present
Merrill Lynch December 2008 - January 2010
Alston & Company CPA February 2002 - March 2006
Skills
Auditing, Accounting, Financial Analysis, Tax, Financial Reporting, Tax Accounting, Small Business, Financial Planners, Account Reconciliation, Investments, Fixed Income, Corporate Tax, Public Speaking, Non-profit..., Customer Service, Christian Leadership, Christian Education, Bookkeeping, General Ledger, Microsoft Office, QuickBooks
Education
Bentley University
Accounting and Business/Management
Mercer County Community College
Medical Office Assistant/Billing, Coding & Transcriptionist, 3.84 GPA
Northeastern University
Accounting and Business/Management
Strayer University, Lawrenceville
Accounting and Business/Management, A
Medical Diagnostic Laboratory, Inc. October 2013 - Present
Abundant Life Deliverance Temple February 2009 - Present
Merrill Lynch December 2008 - January 2010
Alston & Company CPA February 2002 - March 2006
Skills
Auditing, Accounting, Financial Analysis, Tax, Financial Reporting, Tax Accounting, Small Business, Financial Planners, Account Reconciliation, Investments, Fixed Income, Corporate Tax, Public Speaking, Non-profit..., Customer Service, Christian Leadership, Christian Education, Bookkeeping, General Ledger, Microsoft Office, QuickBooks
Education
Bentley University
Accounting and Business/Management
Mercer County Community College
Medical Office Assistant/Billing, Coding & Transcriptionist, 3.84 GPA
Northeastern University
Accounting and Business/Management
Strayer University, Lawrenceville
Accounting and Business/Management, A
Emilie Vallespir's Merrill Lynch Experience 1987 - 1994
Job Entrepreneur
Industry Executive Office
Experience
Rum Yummies, LLC 2010 - Present
Basic Design 2004 - Present
New Jersey Jackals 2003 - Present
US Elite Gear 2009 - 2009
Nexxar Group 2004 - 2006
Borough of Franklin Lakes 2003 - 2005
NiteOwl Consulting, Inc. 1994 - 2004
BlueStorm Technologies, Inc.. 2000 - 2001
Merrill Lynch 1987 - 1994
IBM 1985 - 1987
Skills
Parties, Corporate Events, Customer Service, Team Building, Event Planning, Microsoft Office, Program Management, Product Management, Event Management, Budgets, Project Management, Accounting, Microsoft Excel, Strategic Planning, Negotiation, Management, Baking, Catering, Cooking, Events Coordination, Art, Social Networking, Social Media Marketing, Social Media
Education
Bergen Community College 2010 — 2011
Culinary Arts
Ramapo College of New Jersey 1980 — 1984
BS, Psychology, Computer Science
Pascack Hills 1975 — 1979
Rum Yummies, LLC 2010 - Present
Basic Design 2004 - Present
New Jersey Jackals 2003 - Present
US Elite Gear 2009 - 2009
Nexxar Group 2004 - 2006
Borough of Franklin Lakes 2003 - 2005
NiteOwl Consulting, Inc. 1994 - 2004
BlueStorm Technologies, Inc.. 2000 - 2001
Merrill Lynch 1987 - 1994
IBM 1985 - 1987
Skills
Parties, Corporate Events, Customer Service, Team Building, Event Planning, Microsoft Office, Program Management, Product Management, Event Management, Budgets, Project Management, Accounting, Microsoft Excel, Strategic Planning, Negotiation, Management, Baking, Catering, Cooking, Events Coordination, Art, Social Networking, Social Media Marketing, Social Media
Education
Bergen Community College 2010 — 2011
Culinary Arts
Ramapo College of New Jersey 1980 — 1984
BS, Psychology, Computer Science
Pascack Hills 1975 — 1979
Larry Bartlett's Merrill Lynch Experience August 2006 - February 2007
Job Business Analyst at Mercer Management Consulting
Industry Financial Services
Experience
Mercer Management Consulting November 2010 - Present
Mercer 2010 - 2013
ING February 2007 - January 2009
Merrill Lynch August 2006 - February 2007
AMVESCAP February 2003 - October 2006
Fleet Bank June 1998 - February 2003
DREYFUS RETIREMENT SERVICES January 1995 - January 1998
State Street Bank January 1988 - January 1995
State Street Bank January 1985 - January 1988
State Street November 1983 - January 1985
Skills
Business Requirements, Testing, Access, Financial Services, Payroll, Business Analysis, Quality Assurance, 401k, Project Management, SDLC, Performance Management, Leadership, Business Process..., Vendor Management, Process Improvement, Management, Analysis, Business Process
Education
Bentley University 1975 — 1980
Accounting, Finance
Massasoit College 1972 — 1974
Associate, Accounting, Finance
Mercer Management Consulting November 2010 - Present
Mercer 2010 - 2013
ING February 2007 - January 2009
Merrill Lynch August 2006 - February 2007
AMVESCAP February 2003 - October 2006
Fleet Bank June 1998 - February 2003
DREYFUS RETIREMENT SERVICES January 1995 - January 1998
State Street Bank January 1988 - January 1995
State Street Bank January 1985 - January 1988
State Street November 1983 - January 1985
Skills
Business Requirements, Testing, Access, Financial Services, Payroll, Business Analysis, Quality Assurance, 401k, Project Management, SDLC, Performance Management, Leadership, Business Process..., Vendor Management, Process Improvement, Management, Analysis, Business Process
Education
Bentley University 1975 — 1980
Accounting, Finance
Massasoit College 1972 — 1974
Associate, Accounting, Finance
John Shreenan, CIMA, CSNA's Merrill Lynch Experience April 2000 - Present
Job Wealth Management Advisor at Merrill Lynch, The Lusteg/Shreenan Group
Industry Financial Services
Experience
Merrill Lynch April 2000 - Present
Garrett Nagle & Company/Equity, Fixed Income Management July 1990 - May 1999
American Finance Group-Equipment Leasing June 1987 - February 1990
Smith Barney January 1985 - January 1987
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Certified Investmnet Management Analyst, Currency, Hedge Funds, Futures, Attribution, Duration, Risk Adjusted Returns
Bentley University 1977 — 1981
Bachelors Degree, Marketing Management, Marketing, Economics, Finance, Accounting
Pittsfield High School 1975 — 1977
high school, Business
Merrill Lynch April 2000 - Present
Garrett Nagle & Company/Equity, Fixed Income Management July 1990 - May 1999
American Finance Group-Equipment Leasing June 1987 - February 1990
Smith Barney January 1985 - January 1987
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Certified Investmnet Management Analyst, Currency, Hedge Funds, Futures, Attribution, Duration, Risk Adjusted Returns
Bentley University 1977 — 1981
Bachelors Degree, Marketing Management, Marketing, Economics, Finance, Accounting
Pittsfield High School 1975 — 1977
high school, Business
Dan O'Regan's Merrill Lynch Experience November 2002 - October 2003
Job Institutional Equities Position Trader
Industry Investment Banking
Experience
BMO Capital Markets May 2015 - Present
RBC Capital Markets November 2005 - Present
Bentley University 2003 - 2006
IBM May 2005 - September 2005
Fidelity Investments May 2004 - December 2004
Merrill Lynch November 2002 - October 2003
Morgan Stanley May 2002 - October 2002
Skills
Telecommunications, Equities, Equity Trading, Series 7, Trading, Finance, Investments, Capital Markets, Financial Services, Bloomberg, Risk Management, Valuation, Financial Analysis
Education
Bentley University 2001 — 2006
BS, Corprorate Finance & Accounting
BMO Capital Markets May 2015 - Present
RBC Capital Markets November 2005 - Present
Bentley University 2003 - 2006
IBM May 2005 - September 2005
Fidelity Investments May 2004 - December 2004
Merrill Lynch November 2002 - October 2003
Morgan Stanley May 2002 - October 2002
Skills
Telecommunications, Equities, Equity Trading, Series 7, Trading, Finance, Investments, Capital Markets, Financial Services, Bloomberg, Risk Management, Valuation, Financial Analysis
Education
Bentley University 2001 — 2006
BS, Corprorate Finance & Accounting
O'Malley Hayes's Merrill Lynch Experience June 1998 - January 2009
Job Bayside Capital / HIG Capital
Industry Financial Services
Experience
HIG Capital April 2010 - Present
Banc of America Securities January 2009 - April 2010
Merrill Lynch June 1998 - January 2009
Skills
Private Equity, Financial Structuring, Leveraged Finance, Hedge Funds, Equities, Trading, Asset Managment, Fixed Income, Due Diligence, Valuation, Corporate Finance, Credit, Capital Markets, Investments, Investment Banking, Financial Services, Asset Management, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Emerging Markets, Equity Research, Financial Modeling, Alternative Investments, Venture Capital, High Yield
Education
Bentley University 1996 — 1998
BA, Finance
HIG Capital April 2010 - Present
Banc of America Securities January 2009 - April 2010
Merrill Lynch June 1998 - January 2009
Skills
Private Equity, Financial Structuring, Leveraged Finance, Hedge Funds, Equities, Trading, Asset Managment, Fixed Income, Due Diligence, Valuation, Corporate Finance, Credit, Capital Markets, Investments, Investment Banking, Financial Services, Asset Management, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Emerging Markets, Equity Research, Financial Modeling, Alternative Investments, Venture Capital, High Yield
Education
Bentley University 1996 — 1998
BA, Finance
Fran Beecy's Merrill Lynch Experience January 2007 - August 2008
Job Senior Investment Consultant at The PFE Group
Industry Financial Services
Experience
The PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
Fidelity Investments June 2000 - January 2007
NEPC 1997 - 1999
Scudder, Stevens & Clark 1992 - 1995
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, 401k, Asset Management, Financial Services, Alternative Investments, Retirement
Education
Bentley University 1989 — 1991
Masters, Finance
Boston College 1982 — 1985
BS, Marketing
Bedford High School
The PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
Fidelity Investments June 2000 - January 2007
NEPC 1997 - 1999
Scudder, Stevens & Clark 1992 - 1995
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, 401k, Asset Management, Financial Services, Alternative Investments, Retirement
Education
Bentley University 1989 — 1991
Masters, Finance
Boston College 1982 — 1985
BS, Marketing
Bedford High School
Joe Accardi's Merrill Lynch Experience 1979 - 1990
Job President and CEO
Industry Financial Services
Experience
The Accardi Financial Group Inc. 1990 - Present
Accardi Financial Group of the Palm Beaches January 2002 - Present
Merrill Lynch 1979 - 1990
Dun and Bradstreet 1974 - 1979
Skills
Retirement Planning, Series 7, Series 63, Certified Wealth..., RFC, IAR, Wealth Architect, Retirement Income...
Education
Bentley University 1968 — 1973
Bachelor of Science (BS), Business Administration and Management, General
Massachusetts Military Academy 1970 — 1972
Commission 2nd Lieutenant Army Reserve National Guard
Newman Preparatory School 1967 — 1968
Business
Cambridge High and Latin School 1963 — 1967
High School Diploma, Business
The Accardi Financial Group Inc. 1990 - Present
Accardi Financial Group of the Palm Beaches January 2002 - Present
Merrill Lynch 1979 - 1990
Dun and Bradstreet 1974 - 1979
Skills
Retirement Planning, Series 7, Series 63, Certified Wealth..., RFC, IAR, Wealth Architect, Retirement Income...
Education
Bentley University 1968 — 1973
Bachelor of Science (BS), Business Administration and Management, General
Massachusetts Military Academy 1970 — 1972
Commission 2nd Lieutenant Army Reserve National Guard
Newman Preparatory School 1967 — 1968
Business
Cambridge High and Latin School 1963 — 1967
High School Diploma, Business
David Semenza's Merrill Lynch Experience 2006 - 2007
Job Commercial Loan Officer, Private Banking & Specialty Lending at Boston Private Bank
Industry Banking
Experience
Boston Private Bank November 2014 - Present
Boston Private Bank November 2011 - Present
TD 2010 - 2011
BNY Mellon 2008 - 2010
Merrill Lynch 2006 - 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Banking, Credit, PowerPoint, Microsoft Word, Windows, Outlook, Research, Analysis, Financial Analysis, Finance, Financial Modeling, Risk Management, Credit Risk, Commercial Banking, Credit Analysis, Loans, Portfolio Management, Investments, Commercial Lending
Education
Suffolk University 2010 — 2013
Master of Science (M.S.), Economics
Bentley University 2003 — 2007
Bachelor of Science (B.S.), Finance and Economics; Minor in Law
Boston Private Bank November 2014 - Present
Boston Private Bank November 2011 - Present
TD 2010 - 2011
BNY Mellon 2008 - 2010
Merrill Lynch 2006 - 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Banking, Credit, PowerPoint, Microsoft Word, Windows, Outlook, Research, Analysis, Financial Analysis, Finance, Financial Modeling, Risk Management, Credit Risk, Commercial Banking, Credit Analysis, Loans, Portfolio Management, Investments, Commercial Lending
Education
Suffolk University 2010 — 2013
Master of Science (M.S.), Economics
Bentley University 2003 — 2007
Bachelor of Science (B.S.), Finance and Economics; Minor in Law
Damien Brito's Merrill Lynch Experience January 2005 - October 2005
Job Assistant Vice President at Bank of America
Industry Banking
Experience
Bank of America September 2005 - Present
Merrill Lynch January 2005 - October 2005
Credit Suisse August 2004 - December 2004
DataPeer December 2000 - May 2003
TD February 1999 - December 2000
Skills
Visio, SharePoint, ITIL, Process Improvement, Six Sigma, Call Center, Business Requirements, Program Management, Cross-functional Team..., Project Management, Business Analysis, SDLC, Software Documentation, Software Project..., Requirements Analysis, Management, Business Process..., IT Strategy, Project Portfolio..., IT Management, Microsoft Office, Disaster Recovery, PMP, IT Service Management, Risk Management, Requirements Gathering, Enterprise Architecture, IT Operations, Information Technology
Education
Chubb Institute 2000 — 2001
Certification, Technical Support
Bergen Community College 1998 — 2000
Associate, Computer Science
Bank of America September 2005 - Present
Merrill Lynch January 2005 - October 2005
Credit Suisse August 2004 - December 2004
DataPeer December 2000 - May 2003
TD February 1999 - December 2000
Skills
Visio, SharePoint, ITIL, Process Improvement, Six Sigma, Call Center, Business Requirements, Program Management, Cross-functional Team..., Project Management, Business Analysis, SDLC, Software Documentation, Software Project..., Requirements Analysis, Management, Business Process..., IT Strategy, Project Portfolio..., IT Management, Microsoft Office, Disaster Recovery, PMP, IT Service Management, Risk Management, Requirements Gathering, Enterprise Architecture, IT Operations, Information Technology
Education
Chubb Institute 2000 — 2001
Certification, Technical Support
Bergen Community College 1998 — 2000
Associate, Computer Science
Jason Zito's Merrill Lynch Experience July 2010 - August 2010
Job Consulting Associate for Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2011 - Present
Liberty Capital, Inc. August 2010 - August 2010
Merrill Lynch July 2010 - August 2010
Education
University of Richmond - Robins School of Business 2008 — 2011
BSBA, Finance
Bentley University 2007 — 2008
BS, Finance
Cambridge Associates July 2011 - Present
Liberty Capital, Inc. August 2010 - August 2010
Merrill Lynch July 2010 - August 2010
Education
University of Richmond - Robins School of Business 2008 — 2011
BSBA, Finance
Bentley University 2007 — 2008
BS, Finance
Alex Block's Merrill Lynch Experience June 2010 - Present
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
R.P.Cressend & Associates, A financial advisory practice of Ameriprise Financial Services, Inc. January 2006 - January 2010
Education
Berkeley College 2005 — 2010
MBA, Finance
Merrill Lynch June 2010 - Present
R.P.Cressend & Associates, A financial advisory practice of Ameriprise Financial Services, Inc. January 2006 - January 2010
Education
Berkeley College 2005 — 2010
MBA, Finance
Matthew Conforti's Merrill Lynch Experience May 2012 - April 2015
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2015 - Present
Merrill Lynch May 2012 - April 2015
Merrill Lynch July 2010 - May 2012
Merrill Lynch August 2009 - July 2010
Mount Lucas Management Corp June 2008 - August 2008
Credit Suisse Equities (Australia) Limited August 2007 - October 2007
Skills
Financial Services
Education
Rider University 2014 — 2016
Master of Business Administration (MBA), Finance
Bentley University 2005 — 2009
BS, Corporate Finance & Accounting
Royal Melbourne Institute of Technology 2007 — 2007
Credit Suisse April 2015 - Present
Merrill Lynch May 2012 - April 2015
Merrill Lynch July 2010 - May 2012
Merrill Lynch August 2009 - July 2010
Mount Lucas Management Corp June 2008 - August 2008
Credit Suisse Equities (Australia) Limited August 2007 - October 2007
Skills
Financial Services
Education
Rider University 2014 — 2016
Master of Business Administration (MBA), Finance
Bentley University 2005 — 2009
BS, Corporate Finance & Accounting
Royal Melbourne Institute of Technology 2007 — 2007
Michael Rubeo's Merrill Lynch Experience July 2011 - Present
Job NonDiscretionary Advisory Product Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney 2008 - 2011
Education
Bentley College 2002 — 2006
BS, Finance
Dobbs Ferry High School
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney 2008 - 2011
Education
Bentley College 2002 — 2006
BS, Finance
Dobbs Ferry High School
Stephen Mazzei Jr's Merrill Lynch Experience July 1988 - April 2003
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Morgan Stanley Wealth Management April 2003 - November 2012
Merrill Lynch July 1988 - April 2003
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Economics Finance
Raymond James Financial Inc. November 2012 - Present
Morgan Stanley Wealth Management April 2003 - November 2012
Merrill Lynch July 1988 - April 2003
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Economics Finance
Derek Angus's Merrill Lynch Experience 2005 - 2010
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - Present
Merrill Lynch 2005 - 2010
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Series 63, Series 65, Mutual Funds, 401k Rollovers, Investment Strategies, Saving for Education, Alternative Investments, Investments, Strategic Financial...
Education
Bentley College 1988 — 1992
Bachelor's of Science, Economics & Finance, 3.3
Masuk High School 1984 — 1988
Morgan Stanley Smith Barney 2010 - Present
Merrill Lynch 2005 - 2010
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Series 63, Series 65, Mutual Funds, 401k Rollovers, Investment Strategies, Saving for Education, Alternative Investments, Investments, Strategic Financial...
Education
Bentley College 1988 — 1992
Bachelor's of Science, Economics & Finance, 3.3
Masuk High School 1984 — 1988
Shalin Shah - CPA's Merrill Lynch Experience 2003 - 2004
Job Sr.Director of Treasury & Shared Services at Kronos
Industry Computer Software
Experience
PwC June 2004 - November 2005
Merrill Lynch 2003 - 2004
Education
Bentley University 2002 — 2004
Masters in Corporate Finance, Corporate Finance & Accounting, 3.8
Sydenham College of Commerce & Economics 2001 — 2002
Master Degree in Banking & Finance, Accounting and Finance, 3.5
Sydenham College of Commerce & Economics 1998 — 2001
Bachelor's Degree, Accounting, 3.7
PwC June 2004 - November 2005
Merrill Lynch 2003 - 2004
Education
Bentley University 2002 — 2004
Masters in Corporate Finance, Corporate Finance & Accounting, 3.8
Sydenham College of Commerce & Economics 2001 — 2002
Master Degree in Banking & Finance, Accounting and Finance, 3.5
Sydenham College of Commerce & Economics 1998 — 2001
Bachelor's Degree, Accounting, 3.7
Doris Morales's Merrill Lynch Experience 1997 - 2004
Job OFFICER; at Bank of America
Industry Financial Services
Experience
Bank of America September 2004 - Present
Merrill Lynch 1997 - 2004
Skills
Credit
Education
Bergen Community College
Business Administration and Management, General
Berkeley College-New York
Business Administration and Management, General
Bank of America September 2004 - Present
Merrill Lynch 1997 - 2004
Skills
Credit
Education
Bergen Community College
Business Administration and Management, General
Berkeley College-New York
Business Administration and Management, General
Melvina Israel's Merrill Lynch Experience February 2007 - January 2009
Job Attended Mercer County Community College
Industry Accounting
Experience
Merrill Lynch February 2007 - January 2009
Alston & Company CPAs February 2003 - February 2006
Education
Mercer County Community College 2011 — 2013
Bentley College
Merrill Lynch February 2007 - January 2009
Alston & Company CPAs February 2003 - February 2006
Education
Mercer County Community College 2011 — 2013
Bentley College
Sophie Xue's Merrill Lynch Experience 2010 - 2011
Job
Industry Investment Banking
Experience
Nomura 2011 - 2013
Merrill Lynch 2010 - 2011
UBS 2008 - 2008
Financial Times 2007 - 2007
Education
The University of Hong Kong
Bachelor's degree, Economics and Finance
Bentley University
Accounting and Finance
Fudan University
Nomura 2011 - 2013
Merrill Lynch 2010 - 2011
UBS 2008 - 2008
Financial Times 2007 - 2007
Education
The University of Hong Kong
Bachelor's degree, Economics and Finance
Bentley University
Accounting and Finance
Fudan University
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank