Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Merrill Lynch June 2015 - Present
KCG Holdings, Inc. June 2014 - August 2014
Investment Banking Institute June 2014 - July 2014
New Pacific Consulting July 2013 - August 2013
GUESS?, Inc. June 2012 - August 2013
Association of Professional Financial Advisers March 2012 - April 2012
Skills
Series 7, Financial Analysis, Research, PowerPoint, Microsoft Excel, Bloomberg, Microsoft Word, Public Speaking, Marketing, Customer Service, Time Management, Investments, Fixed Income
Education
Villanova University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Business, Mathematics
Shanghai Jiao Tong University 2013 — 2013
Summer Study Abroad 2013, Shanghai Internship Program, International Business
Syosset High School 2007 — 2011
Diploma
Merrill Lynch June 1997 - Present
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Retirement Planning, Asset Allocation, Series 65, Mutual Funds, Investment Advisory, Alternative Investments, Investments, Portfolio Management, Fixed Income, Equities, Investment Strategies
Education
Shippensburg University of Pennsylvania 1993 — 1997
Bachelor of Science (BS), Business Administration, Finance
Merrill Lynch June 2013 - Present
Liquidnet 2006 - 2012
CIBC World Markets 2005 - 2006
UBS Investment Bank 2003 - 2005
Macgregor 2001 - 2003
Skills
Testing, Electronic Trading, Trading, Trading Systems, Management, Process Improvement
Education
Sherman College of Straight Chiropractic
Doctor of Chiropractic
University of Massachusetts, Amherst
Bachelor of Science (BS)
GoodLife Fitness June 2014 - Present
Watch IT! August 2006 - Present
GoodLife Fitness August 2009 - June 2014
GoodLife Fitness April 2008 - August 2009
Info-Tech Research Group May 2006 - April 2008
Info-Tech Research Group May 2006 - April 2008
Merrill Lynch January 1999 - July 1999
Skills
Marketing Communications, Internal Communications, Social Media, Press Releases, Public Relations, Project Management, Operations Management, Employee Engagement, Corporate Communications, Strategic Planning, Business Strategy, Communications Planning, Time Management, Social Media Marketing, Online Marketing, Fundraising, Social Networking, Program Management, Email Marketing, Crisis Communications, B2B, Event Management, Newsletters
Education
Sheridan College 2005 — 2006
Post-Grad, Communications
Western University 2000 — 2004
BA, Commerce
Lazard Wealth Management,LLC August 2010 - Present
UBS July 2006 - August 2010
Bessemer Trust 2002 - 2006
Merrill Lynch September 1998 - December 2002
Skills
Wealth Management, Estate Planning, High Net Worth..., Alternative Investments, Asset Managment, Securities, Private Equity, Asset Allocation, Investments, Investment Advisory, Trust Services, Strategic Financial..., Trusts, Retirement Planning, Estate Tax Planning, Corporate Tax, Tax, Hedge Funds, Equities, Mutual Funds, Financial Advisory, Investment Management, Financial Services, Family Office, CPA, Wealth Management..., Investment Strategies, Asset Management, Financial Planning
Education
Seton Hall University 1999 — 2001
MS, Taxation
Seton Hall University 1983 — 1986
BA, Accounting
Putnam Investments September 2013 - Present
Putnam Investments December 2012 - September 2013
Putnam Investments February 2011 - December 2012
Putnam Investments September 2010 - February 2011
Fancy Schmancy September 2005 - September 2010
Merrill Lynch May 2009 - August 2009
Skills
Series 7, Series 6, Series 63, Investment Advisory, Alternative Investments
Education
Siena College 2006 — 2010
B.S. Finance, International Finance
Siena Italian Studies 2008 — 2008
FICCS, International Business/Trade/Commerce
BNY Mellon October 2013 - Present
TUDOR INVESTMENT CORPORATION February 2013 - July 2013
Merrill Lynch June 2011 - April 2012
Seton Hall University August 2007 - May 2011
Merrill Lynch February 2010 - August 2010
Skills
Bloomberg Terminal, Reuters, VBA, Portfolio Management, Equities, Research, Alternative Investments, Fixed Income, Excel, PowerPoint, Word, Microsoft Office, Economics, Outlook, Technical Analysis, Industry Analysis, Microsoft Excel
Education
Seton Hall University 2007 — 2011
BS, Finance
University of Limerick 2009 — 2009
Finance
DocMagic May 2015 - Present
ELK Group July 1991 - Present
California State Grange July 2014 - Present
Merrill Lynch April 2011 - December 2011
CA State Grange April 2007 - November 2011
ABQ Federal Bank July 1988 - July 1991
Standard Federal Savings / National Mortgage August 1981 - July 1989
Skills
Adobe Creative Suite, Professional Accordian..., Animal Husbandry, Loans, Credit, Asset Managment, Executive Management, Portfolio Management, Loan Origination, Due Diligence, Mergers, Financial Analysis, Risk Management, Entrepreneurship, Investment Properties, Start-ups, Business Development, Capital Markets, Financial Services, Leadership, Management, Mergers & Acquisitions, Asset Management, Mortgage Banking, Loan Servicing
Education
Shenandoah University 1976 — 1980
BS; AA, Business Music Mgt; Business Admin
Shenandoah University 1976 — 1980
BS, Music/ Arts Mangement
Merrill Lynch March 2015 - Present
Forty2 February 2014 - March 2015
Merrill Lynch January 2013 - February 2014
Vector Marketing 2009 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Mathematics, Financial Analysis, Money, Leadership, Social Media, Public Speaking
Education
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Finance, General
Wilmington Trust June 1993 - Present
Merrill Lynch March 1991 - June 1993
Micro Marketing International January 1981 - March 1991
Skills
Banking, Risk Management, Loans, Mutual Funds, Portfolio Management, Wealth Management, Securities, Investments, Series 7, Asset Management, Commercial Banking, Financial Services, Fixed Income, Series 63
Education
Shippensburg University of Pennsylvania 1975 — 1979
BSBA, Marketing
FINRA
FINRA Series 7, 24, 27, 53, 63, 65
President Fitness Over Fifty Inc., Certified Fitness Trainer Suffolk Y JCC April 2012 - Present
Salem Five Bank September 2001 - February 2004
Merrill Lynch September 1996 - September 2001
Skills
Training, Fitness, Nutrition, Lifestyle, Personal Training, Healthcare, Sports, Physical Therapy, Customer Service, Coaching, Public Speaking, Rehabilitation, Team Building, Wellness
Education
Seton Hall Law School 1975 — 1979
Juris Doctor, Business/Commerce, General
St. John's University, Jamaica N.Y. 1970 — 1973
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
St. John's College of Pharmacy 1963 — 1968
B.S. Pharmacy
Washington Capitol Group, LLC September 2003 - Present
Washington Capitol Group, LLC April 2003 - Present
Great-outdoors.org September 2012 - April 2014
Target Inc January 2000 - January 2008
Sun Microsystems June 2006 - June 2007
Seebeyond Technology, Inc. 2000 - 2006
Merrill Lynch December 1995 - November 1999
Activision Inc. 1995 - November 1999
Lucent Technologies 1996 - 1999
PaineWebber, Inc. March 1995 - December 1995
Skills
Mergers, Corporate Law, Strategic Partnerships, Financial Services, Licensing, Corporate Finance, Investments, Capital Markets, Equities, Mergers & Acquisitions, Executive Management, Business Development, Securities, Leadership, Strategic Planning, Contract Negotiation, Human Resources, IT Strategy, Analytics, Management, Enterprise Software, Management Consulting, Financial Modeling, Finance, Business Strategy, Entrepreneurship, Cash Management, Competitive Analysis, Strategy, SaaS, Due Diligence, Start-ups, Venture Capital, Portfolio Management, Series 63, Series 7, Funding, Strategic Financial..., Asset Management, Alternative Investments, Private Equity
Education
Siena College 1978 — 1982
B.A., Political Science
Albertus Magnus High School 1973 — 1978
Bank of America Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - August 2014
Austen Morris Associates September 2013 - December 2013
Enthuse May 2013 - August 2013
Smith College January 2013 - May 2013
Smith College December 2011 - May 2013
Gold Key - Smith College December 2011 - May 2013
Education
Smith College 2011 — 2015
Bachelor of Arts (BA)
UCL 2014 — 2014
Shanghai University of Finance and Economics 2013 — 2014
Tarella Financial Group March 2015 - Present
Merrill Lynch May 2004 - February 2015
Skills
Retirement Planning, 401k Plan Reviews, Qualified Retirement..., Alternative Investments, Investment Strategies, Strategic Financial..., Multi-generational..., Wealth Management, Wealth Accumulation, Income Preservation, Stock Management, Mutual Funds, Leadership, Investments, Asset Management, Retirement, Investment Management, Portfolio Management, Insurance, Series 65, Series 7, Financial Planning, Finance
Education
Siena College 2000 — 2003
Bachelor's degree, Finance and Financial Management Services
Guilderland HS
Bay Financial Associates LLC 2009 - Present
Merrill Lynch 2002 - 2009
Alliant Medical Technologies / UroMed Corporation December 2000 - May 2002
UroMed Corporation 1999 - 2000
baxter healthcare 1992 - 1997
Storz Opthalmics / now B&L 1989 - 1991
Davis and Geck 1980 - 1989
DAVIS AND GECK 1980 - 1986
Skills
Estate Planning, Valuation, Retirement Planning, Insurance, Venture Capital, Due Diligence, Risk Management, Series 7, Wealth Management, Investment Advisory, Investment Strategies, Mergers, Financial Advisory, Investments, Retirement
Education
Siena College 1976 — 1978
Bachelor of Business Administration (BBA)
Fieldprint, Inc. August 2012 - Present
Bank of America Merrill Lynch October 2007 - June 2012
Merrill Lynch October 2006 - September 2007
Johnson & Johnson 1997 - 2006
Skills
Business Analysis, Project Management, Requirements Gathering, Requirements Analysis, Concept Development, Process Flow Charts, Use Case Analysis, Test Case Generation, User Acceptance Testing, Vendor Relationships, Visio, Quality Center, SharePoint, Legal Review, Troubleshooting
Education
Shippensburg University of Pennsylvania
Bachelor of Science (BS), Management Science
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers April 2013 - May 2014
Security One Lending July 2012 - January 2013
MetLife Bank February 2012 - July 2012
Wells Fargo Bank May 2011 - October 2011
Ideal Title Company, LLC 2005 - 2009
Wachovia Bank, NA 1999 - 2005
Morgan Stanley 1997 - 1999
Merrill Lynch 1992 - 1997
Skills
Mortgage Lending, Credit, Loans, Mortgage, Banking, Financial Modeling, Financial Analysis, General Ledger, Accounts Receivable, Accounts Payable, Customer Service
Education
Seton Hall University 1986 — 1990
Bachelor of Science, Accounting
Merrill Lynch June 2011 - August 2011
Sinotrust April 2010 - July 2010
Roland Berger Strategy Consultants September 2009 - November 2009
Education
Vanderbilt University 2010 — 2012
Master, Economics
Shanghai Jiao Tong University 2006 — 2010
BS, International Economics and Trade
University of California, Los Angeles 2009 — 2009
Finance
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch 2007 - April 2010
PNC Wealth Management July 2005 - March 2007
Hudson United Bank Wealth Management February 2000 - July 2005
Hudson United Bank June 1997 - February 2000
Unilever 1990 - 1991
Skills
Wealth Management, Estate Planning, Financial Planning, Trusts, Retirement Planning, High Net Worth..., Wealth, Strategic Financial...
Education
Seton Hall University School of Law 1994 — 1997
Juris Doctor, Law
University of Amsterdam 1989 — 1990
International Relations/ International Law
Dwight Englewood School 1983 — 1985
High School
Neumann Prep
BlackRock Financial Management January 2014 - Present
BlackRock Financial Management November 2007 - December 2013
Merrill Lynch June 2006 - November 2007
Oppenheimer & Co. September 2005 - June 2006
Skills
Bloomberg Terminal, Microsoft Office, Fixed Income Portfolio..., Fixed Income Analysis, Municipal Bonds, Separately Managed..., Investment Management, Bonds, Options, Portfolio Management, Capital Markets, Credit Derivatives, Asset Management, Financial Analysis, Credit Analysis, ABS, CMBS, Financial Risk, Series 63, Series 7, Equities, ETFs, Asset Allocation, Alternative Investments, Bloomberg, Fixed Income, Mutual Funds, Investment Strategies, Investments, Derivatives, Hedge Funds, Uniform Combined State..., Wealth Management, Securities, Investment Advisory, Structured Finance, Structured Products, Financial Markets
Education
Seton Hall University 2001 — 2005
BS, Finance
First Data Corporation September 2014 - Present
Ideal Convergence, LLC November 2012 - October 2014
TD Ameritrade December 2009 - October 2013
Merrill Lynch February 2006 - April 2009
Citigroup April 2004 - February 2006
Morgan Stanley November 1998 - April 2004
Skills
IT Audit, Information Security, Risk Management, CISA, Security, Governance, Information Technology, Internal Audit, Disaster Recovery, Information Security..., CISSP, Enterprise Risk..., COBIT, Business Continuity, ITIL, PCI DSS, IT Risk Management, IT Governance, Risk Mitigation, Audit, Risk, ISO 27001, IT Risk, Risk Assessment, Compliance Management, SOX, SAS70, Hardware, Troubleshooting, Servers, Operating Systems, Software Installation, IT Management, IT Operations, Auditing, IT Strategy, ITGC, Privacy, Internal Controls, Security Audits, Program Management, Firewalls, Information Security..., Network Security, Vulnerability Assessment, Application Development, Computer Hardware, Laptops, System Administration
Education
Siena College 1986 — 1990
BS, Computer Science with minors in Physics & Mathematics
Tax Court of New Jersey August 2015 - Present
United States Attorney's Office September 2014 - November 2014
Port Authority of NY & NJ May 2014 - August 2014
Financial Industry Regulatory Authority September 2013 - November 2013
United States District Court for the District of New Jersey February 2013 - July 2013
Office of the Attorney General of the State of New York June 2012 - August 2012
MetLife February 2009 - October 2010
Merrill Lynch December 2007 - February 2009
Edward Jones March 2006 - December 2007
Sesame Workshop December 2004 - October 2005
Skills
Corporate Finance, Mergers & Acquisitions, Finance, Investments, Securities, Management, Analysis, Broadcast Television, Digital Media
Education
Seton Hall University School of Law 2011 — 2014
Doctor of Law (J.D.), Corporate Finance, Accounting for Lawyers, Federal Income Tax
University of Michigan 1988 — 1990
Bachelor of Arts, School of Literature, Science and Art
Wall Street Prep
Excel Financial Modeling
Compass May 2014 - Present
Luxury Marketing Council China 2011 - Present
DTZ May 2012 - April 2014
American Express Publishing 2010 - 2012
5min 2009 - 2010
Merrill Lynch 2007 - 2007
Skills
Public Speaking, Research, Event Planning, Mandarin, Public Relations, Market Research, PowerPoint, Graphic Design, Analysis, Editing, Team Management, Mentoring, Content Development, Marketing Strategy, New Business Development
Education
University of Michigan 2008 — 2012
Bachelor in the Arts
Shanghai International Studies University 2009 — 2009
Language Certificate
Ethical Culture Fieldston School 2002 — 2008
National Life Group May 2013 - Present
Sun Life Financial September 2009 - May 2013
United Bank for Africa, PLC October 2008 - September 2009
Financial Guaranty Insurance Company (FGIC) February 2004 - September 2008
Merrill Lynch May 1986 - February 2004
Merrill Lynch March 2001 - October 2001
Merrill Lynch February 2000 - March 2001
Merrill Lynch February 1998 - February 2000
Merrill Lynch October 1996 - February 1998
Merrill Lynch November 1992 - October 1996
Skills
Talent Management, Leadership Development, Compensation, Insurance, Benefits, Human Resources, Talent Acquisition, Employee Relations, Employee Engagement, Executive Compensation, Executive Management, Executive Coaching, Facilities Management, Facilities Planning, Internal Communications, Conflict Resolution, Conflict Management, Wealth Management, Investment Banking, Commercial Banking, Asset Management, Diversity, Diversity Strategy, Diversity Recruitment, Employee Benefits, Deferred Compensation, Recruiting, Organizational..., Securities, Asset Managment, Series 7, Executive Pay, Banking, Sourcing, Policy, Equities, Succession Planning, Change Management, Investments, Leadership, Mergers & Acquisitions, Personnel Management, Performance Management, Financial Services, Training, Organizational Design, Finance, Portfolio Management, Organizational..., Management
Education
Shaw University 1982 — 1986
Bachelor of Arts (B.A.), International Relations
Morgan Stanley 2002 - 2013
Merrill Lynch 2000 - 2001
Prudential Financial 1997 - 2000
Skills
Investment Advisers Act, Investment Company Act, ERISA, Investment Management, Hedge Funds, Equities, Fixed Income, Alternative Investments, REIT, Asset Allocation, Investment Advisory, Limited Partnerships, Securities Regulation, SEC, Regulatory Requirements, Risk Management, Financial Services, Institutional..., Asset Management, Securities, Corporate Law, Dodd-Frank, AML, Pensions, Financial Regulation, Fund Of Funds, Corporate Governance, Investment Strategies, Institutional, Commodity, FINRA, Financial Risk, Separate Accounts, Form ADV, Commodity Exchange..., LLC, Offshore Funds, Investment Trusts, UCITS, Private Placements, sovereign wealth funds, Registration, Team Management, Project Management, Risk Assessment, Product Marketing, Legal Writing, Legal Research, Investments
Education
Seton Hall University School of Law
JD, Law
The College of William and Mary
AB, Government, with Honors
The Gym November 2011 - Present
Merrill Lynch May 2003 - May 2005
Education
University of Alabama 2001 — 2003
Bachelor of Science (BS), Finance, General
Shelton State Community College 1999 — 2001
Associate of Science (A.S.)
Toll Brothers December 2014 - Present
Ryan Homes February 2013 - November 2014
Merrill Lynch August 2010 - February 2013
FedEx Ground July 2008 - March 2010
Ryan Homes April 2006 - May 2008
Lindy Paving Inc. June 2001 - March 2006
Skills
Strategic Financial..., Insurance, Financial Analysis, Budget, Risk Management, Credit, Job Costing, Area Figures, Construction Project..., Sales, PORTFOLIO ANALYSIS, INVESTMENT ANALYSIS, Public Speaking, Logistics, Project Planning, Cross-functional Team..., Procurement, Portfolio Management, On schedule software, Heavy highway, Excavation, Investments, Construction Management, Financial Services, Valuation, Loans, Budgets, Project Estimation, Lotus Notes, Asphalt Field/Lab Tech, Customer Service, Highways, Contract Negotiation, Team Building, Training, Management
Education
Shippensburg University of Pennsylvania 2012 — 2015
Master of Business Administration (MBA), Business Administration, Management and Operations
Westminster College (PA) 2003 — 2005
BS, Business Administration
West Virginia University 2001 — 2003
BS, Business Information Systems
Wells Fargo October 2013 - Present
JPMorgan Chase October 2012 - October 2013
Citigroup April 2009 - October 2012
Merrill Lynch 2005 - April 2009
Morgan Stanley 1996 - 2005
Skills
Electronic Trading, Hadoop, Big Data, Equities, Data Warehousing, Capital Markets, Business Intelligence, Trading Systems, Reference Data, Market Data, Fixed Income, Data Modeling, Prime Brokerage, SDLC, NoSQL, MapR, Cloudera, Hortonworks, MarkLogic, Enterprise Data, Sybase, Analytics, Strategy, Investment Banking, Financial Services, Data Mining, Transaction Processing, CRM, Netezza, Oracle, FIX, Derivatives, Options, Customer Profitability, Compliance, Surveillance, TIBCO, Solace, WebSphere MQ, KDB, Sybase IQ, Ab Initio, Informatica, QlikView, FpML, Low Latency, ETL, Dodd-Frank, Exadata, Tableau
Education
University of Massachusetts, Amherst
M.S., Electrical and Computer Engineering
Shanghai Jiao Tong University
B.S., Electrical Engineering
Prudential Financial February 2012 - Present
Merrill Lynch March 2010 - February 2012
Merrill Lynch June 2009 - September 2009
Skills
Series 7, Series 66
Education
William Paterson University of New Jersey 2005 — 2009
BA, Finance and Sociology
American University in Dubai
Shanghai University of Finance and Economics
IDEXX Laboratories April 2012 - Present
Apple Creek Veterinary Hospital November 2010 - October 2011
Hershey Entertainment & Resorts June 2010 - June 2011
Hershey Entertainment & Resorts : Hershey Links March 2010 - August 2010
Pavone 2009 - 2010
Varsity May 2009 - August 2009
Dr. Mimnagh's Office August 1991 - February 2006
Merrill Lynch March 1999 - January 2000
Skills
Product Marketing, Business Analysis, New Business Development, Social Media, Public Relations, Microsoft Office, Word, Excel, Writing, Public Speaking, Customer Relations, Customer Service, Strategic Planning, PowerPoint, Online Marketing, Social Networking, SEO, Editing, Event Management, Blogging, Marketing Strategy, Adobe Creative Suite, Promotions, Facebook, Outlook, Access, Problem Solving, Copywriting, Team Building, Fundraising, Advertising, Marketing Communications, Market Research, Budgeting, Research, Non-profits, Press Releases, Coaching, Account Management, Email Marketing, Retail, Market Planning, Web Design, Sales Management, Team Leadership, Time Management, Product Development, Negotiation
Education
Shippensburg University of Pennsylvania 1994 — 2009
BSBA, Marketing
Lower Dauphin High School 1991 — 1994
Diploma, college prep
Wells Fargo Securities May 2013 - Present
Wells Fargo Securities February 2012 - May 2013
Bank of America January 2011 - November 2011
Bank of America March 2006 - December 2010
Wachovia Bank May 2001 - March 2006
Merrill Lynch March 2000 - May 2001
Merrill Lynch February 1999 - March 2000
Merrill Lynch July 1998 - February 1999
Skills
Derivatives, Equities, Interest Rate..., Middle Office, Series 7, FX, Fixed Income, FX Options, Trading, Back Office, Equity Derivatives, Securities, Risk Management, Banking, Financial Risk, Trading Systems, Investments, Operational Risk, Options, Settlement, Finance, Treasury Management, Hedging, Portfolio Management
Education
Shaw University 1994 — 1998
Bachelors of Science, Mathematics
TD Securities August 2014 - Present
RBC Capital Markets November 2013 - April 2014
The Jonah Group March 2013 - October 2013
TD SECURITIES December 2010 - December 2012
IT Source Solutions November 2008 - November 2010
Merrill Lynch February 2008 - October 2008
Finansia Inc. November 2004 - January 2008
W.H. STUART MUTUALS October 2003 - October 2004
Skills
Java Enterprise Edition, Java, SDLC, SQL, UML, Business Analysis, Servlets, Weblogic, JDBC, Spring, OOP, JSP, Eclipse, Software Development, Microsoft SQL Server
Education
Shiraz University 1985 — 1989
BSc, Computer Science
Mirae Asset Global Investments February 2015 - Present
OppenheimerFunds June 2013 - February 2015
Barclays April 2011 - June 2013
The Ayco Company, L.P., a Goldman Sachs Company April 2010 - March 2011
Merrill Lynch March 2008 - April 2010
Merrill Lynch February 2007 - March 2008
Skills
Series 7, Mutual Funds, Investments, Fixed Income, Equities, Alternative Investments, Asset Allocation, Securities, Portfolio Management, Sales, Asset Management
Education
Siena College
Finance
Summit Retirement Partners April 2009 - Present
Merrill Lynch August 2006 - April 2009
UBS Financial Services August 1999 - August 2006
Interstate/Johnson Lane (IJL Wachovia) July 1997 - August 1999
United States Army 1985 - 1987
Skills
Retirement, 401k, Defined Benefit, Series 7, Series 63, Series 65, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation, Securities, Mutual Funds, Investments, Alternative Investments, FINRA, Uniform Combined State...
Education
Carnegie Mellon University 1995 — 1997
Managerial Economics
Shenandoah University 1992 — 1994
International Business
South Lakes High School 1983 — 1985
World Bank Group November 2014 - Present
World Bank Group July 2013 - October 2014
IFC - International Finance Corporation July 2012 - June 2013
IFC - International Finance Corporation April 2010 - June 2012
IFC - International Finance Corporation February 2009 - April 2010
Merrill Lynch September 2007 - December 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Finance, Business Analysis, Risk Management, Management Consulting, Corporate Finance, Analysis, Due Diligence, Portfolio Management, Equities, Emerging Markets, Business Strategy, Strategy, Asset Management, Capital Markets, Fixed Income, Economics, Banking
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA/MS, Business Administration & Finance
Shahid Beheshti University 1995 — 2003
Master, Architecture
Bahonar Secondary School 1989 — 1991
Prudential Financial June 2013 - Present
NYSSA May 2012 - August 2012
Merrill Lynch January 2012 - August 2012
Skills
Wealth Management, Financial Statements, Bloomberg, Financial Modeling, Bloomberg Terminal, Equities, Fixed Income, Financial Analysis, Valuation, Investments, Equity Research, Capital Markets
Education
Seton Hall University 2009 — 2013
Bachelor's degree, Finance, General
Nationwide Insurance June 2014 - Present
Nationwide Insurance November 2013 - June 2014
Sergakis Insurance Agency, Inc. November 2010 - November 2013
Merrill Lynch May 2010 - September 2010
Skills
Social Media, Social Networking, Writing Skills, Marketing Communications, Administration, Administrative Support, Office Administration, Team Leadership, Social Media Marketing, Creative Writing, Insurance, Conducting Interviews, Coordinating Events, Event Management, Market Research, Copywriting, Personal Branding, Sales Support, Salesforce.com, Event Planning, Leadership, Marketing, Strategy, Public Relations, Newsletters, Advertising, Sales, Management, Time Management, Project Management, New Business Development, Direct Mail, Email Marketing, Nonprofits, Digital Marketing, Microsoft Office, PowerPoint, Lead Generation, Community Development, Outlook, Internal Communications, Community Outreach, Facebook
Education
The University of Charleston 2008 — 2010
MBA, Business Administration, Leadership / Marketing
Shanghai University 2009 — 2009
The University of Charleston 2006 — 2008
B.S., Business Administration
TP Investment Advisory September 2010 - Present
Merrill Lynch March 2008 - September 2010
Susquehanna Bank 2005 - 2008
JB Hanauer 2003 - 2004
Western Asset Management 2002 - 2003
Skills
401k, Investments, Asset Management, Series 7, Securities, Asset Allocation, Cash Management, Retirement, Portfolio Management, Retirement Plan..., Financial Planners, Finance, Defined Benefit, Defined Contribution, Financial Analysis, Team Leadership, Mutual Funds, Retirement Planning, Investment Advisory, Wealth Management, Uniform Combined State..., Series 63
Education
Richard Stockton College of New Jersey 1998 — 2001
BA
Shippensburg University of Pennsylvania 1997 — 1998
Springfield HS 1993 — 1997
Brother & Brother, Inc. January 2012 - Present
C & L Auto Sales and Transport October 2007 - February 2011
HSBC September 2006 - October 2007
Enterprise, Rent-A-Car September 2004 - June 2006
Pioneer Savings Bank August 2003 - February 2006
Merrill Lynch September 2005 - December 2005
Super 8 Motel July 2000 - September 2004
Skills
QuickBooks, Customer Service, Analysis, Management, Product Management, Microsoft Excel, Marketing, Customer Satisfaction, Sales Process, Forecasting, Program Management
Education
Siena College
B.S, Marketing/Management
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch March 2010 - January 2015
Merrill Lynch August 2009 - March 2010
Merrill Lynch October 2007 - August 2009
SEI August 2004 - July 2005
Education
Shippensburg University of Pennsylvania 2000 — 2004
B.S.B.A., Finance
Neshaminy High School
Luxottica USA - Eyewear June 2009 - Present
Bausch & Lomb Inc. January 2004 - June 2009
Bausch & Lomb August 2002 - January 2004
Bausch & Lomb January 2002 - July 2002
Bausch & Lomb August 1988 - January 2002
Avdel Engineered Fastening Systems January 1986 - August 1988
Pitney Bowes January 1984 - January 1986
Merrill Lynch September 1982 - January 1984
Skills
Sales Management, New Business Development, Key Account Development, Forecasting, Strategic Planning, Team Building, Merchandising, Key Account Management, Customer Relations, Problem Solving, Product Marketing, Marketing, Sales, Selling, Retail, Customer Service, Sales Operations, Product Launch, Medical Devices, Account Management, Product Development, Cross-functional Team..., Training, Management, Strategy, Marketing Strategy, Business Planning, Competitive Analysis, Cold Calling, Wholesale, Leadership, Direct Sales, Sales Force Development, B2B, Profit, Market Planning, P&L Management, Selling Skills, Trade Shows, Sales Process, Brand Management, Pricing, Inventory Management, Income Statement, Marketing Management, Salesforce.com, Executive Management, Customer Retention, Market Analysis, CRM
Education
Seton Hall University 1978 — 1982
BS, Marketing
Wells Fargo Advisors, LLC March 2010 - Present
BB&T May 2002 - February 2010
Merrill Lynch December 2000 - May 2002
Skills
Investments, Retirement, Retirement Planning, Asset Allocation, Alternative Investments, College Savings Plans, 401k Rollovers, Wealth Preservation...
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst Program, CIMA®, Investments and Securities
Shippensburg University of Pennsylvania 1996 — 2000
B.S.B.A., Finance
Merrill Lynch September 2014 - Present
Be Shore Wellness June 2014 - Present
Merrill Lynch September 2000 - November 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Financial Services, English
Education
Seton Hall University School of Law 1997 — 2000
Doctor of Law (JD)
Stetson University 1992 — 1996
Bachelor of Science (BS), Sociology
UBS December 2008 - Present
Merrill Lynch May 2000 - November 2008
Education
Sewanee-The University of the South 1976 — 1980
Bachelor of Arts (B.A.), Political Science
Morgan Stanley Wealth Management December 2012 - Present
Morgan Stanley Wealth Management July 2009 - December 2012
Morgan Stanley Wealth Management July 2008 - July 2009
Smith Barney 2005 - 2008
Smith Barney February 2000 - May 2005
Solomon Smith Barney December 1998 - March 2000
Merrill Lynch May 1994 - December 1998
Skills
Series 7, Change Management, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, Bloomberg, Capital Markets, ETFs, Equities, FINRA, Finance, Financial Advisory, Financial Services, Fixed Income, Hedge Funds, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Options, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 63, Strategic Financial..., High Net Worth..., Wealth Management..., Series 65, Business Development
Education
Shippensburg University of Pennsylvania 1990 — 1994
B.S.B.A, Economics, Finance
Calcagni and Kanefsky September 2015 - Present
Lindabury, McCormick, Estabrook & Cooper, P.C. May 2015 - August 2015
United States Attorney's Office September 2014 - November 2014
United States District Court for the District of New Jersey June 2014 - August 2014
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
McElroy, Deutsch, Mulvaney & Carpenter, LLP 2008 - 2009
Skills
FINRA, DTC, Customer Service, Operations Management, Project Initiation, Business Relationship..., Client Relations Skills, Trade Compliance, Corporate Law, Trading, Corporate Governance, Legal Writing, PowerPoint, Public Speaking, Social Media, Microsoft Word
Education
Seton Hall University School of Law 2013 — 2016
Juris Doctor Candidate
Villanova University 2007 — 2011
Bachelor's degree, Finance, General
Merrill Lynch July 2013 - Present
Skills
Java, Python, Databases, Software Engineering, Poker, SQL
Education
University of Pennsylvania 2011 — 2013
Master's degree, Computer and Information Sciences, General
Shanghai Jiao Tong University 2007 — 2011
Bachelor's degree, Information Technology
Merrill Lynch September 2015 - Present
Global Supply Chain Jobs May 2014 - August 2014
Gannett Fleming, Inc December 2012 - February 2013
Skills
Microsoft Excel, Accounting, Account Reconciliation, Microsoft Word, Customer Service, Warehousing, Management, Shipping, Logistics, Outlook, Sports, Athletics, Public Speaking, Public Relations, Baseball, Social Networking, Time Management, Microsoft Office, Leadership, PowerPoint, Teamwork, Social Media
Education
Shippensburg University of Pennsylvania 2011 — 2015
Bachelor of Science, Business Administration; Finance, Personal Financial Planning; International
Mechanicsburg Area High School 2008 — 2011
COVA Wealth Management February 2012 - Present
Merrill Lynch September 2003 - February 2012
Skills
Wealth Management, Retirement Planning, Mutual Funds, Equities, Asset Management, Asset Allocation, Series 7, Alternative Investments, Securities, Financial Planning
Education
Sewanee-The University of the South 1993 — 1997
Bachelor of Arts (B.A.), History
Sewanee-The University of the South 1993 — 1997
Bachelor of Arts (B.A.), History
Episcopal High School 1990 — 1993
Merrill Lynch March 2014 - Present
Weidel Realtors August 2013 - January 2014
Zumiez June 2010 - December 2012
Skills
Social Media Marketing, Email Marketing, Facebook, Marketing Strategy, Online Marketing, Social Media, Social Networking, Digital Marketing, Public Relations, Presenting to Clients, Advertising, Sales, PowerPoint, Microsoft Excel, SPSS, Teamwork, Team Leadership, Report Writing, Public Speaking, Community Outreach, Event Planning
Education
Seton Hall University 2015 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Raritan Valley Community College 2013 — 2015
William Paterson University of New Jersey 2012 — 2013
OpenLink Financial January 2009 - January 2015
Merrill Lynch June 2003 - July 2008
Morgan Stanley June 2000 - June 2003
Chuo Mitsui Trust Co. August 1999 - June 2000
Skills
Trading Systems, Commodity, Project Management, Fixed Income, Trading, Software Project..., Risk Management, Back Office, Bloomberg, Project Delivery, Middle Office, Financial Modeling, Finance, Financial Risk, Project Planning, Management, Commercial Real Estate, Real Estate Transactions
Education
Siena College 1995 — 1999
Bachelor of Science (BS), Finance, General
Norris Financial Group January 2015 - Present
Royal Alliance Associates INC September 2011 - Present
Wealthbrook Advisors August 2011 - February 2014
Morgan Stanley March 2006 - June 2011
Merrill Lynch June 2005 - September 2005
Merrill Lynch September 2004 - September 2005
Skills
Series 7, Series 65, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Retirement Planning, Valuation, Investments, Financial Modeling, New Business Development, Financial Analysis, Due Diligence, Equities, Strategic Financial..., Business Strategy, Fixed Income, Insurance
Education
Sewanee-The University of the South 2000 — 2004
B.A., Economics, Political Science
Darlington School 1996 — 2000
College Preparatory Diploma
Datastax, Inc. June 2015 - Present
Ernst & Young September 2011 - May 2015
Nigro Karlin Segal & Feldstein, LLP February 2009 - September 2010
The CBS College Sports Network September 2008 - December 2009
Merrill Lynch August 2008 - December 2008
Skills
Financial Analysis, Auditing, Accounting, Financial Modeling, Financial Accounting, SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Controls, GAAP, Financial Reporting, CPA, Tax, SEC Filings, External Audit, Microsoft Excel
Education
University of California, Los Angeles 2007 — 2011
B.A, Economics
Shanghai Jiao Tong University 2008 — 2008
Business Chinese
Diamond Bar High School 2004 — 2007
Merrill Lynch July 2006 - Present
The Ayco Company, L.P., a Goldman Sachs Company April 1997 - July 2006
Skills
Series 63, Series 7, CRPC, Retirement Planning, Wealth Management, Investment Advisory, Portfolio Management, Alternative Investments, Asset Management, Estate Planning, Life Insurance
Education
The College of Saint Rose 1994 — 1996
Master of Business Administration (MBA), Business/Commerce, General
Siena College 1987 — 1991
Bachelor of Science (BS), Mathematics
PNC June 2014 - Present
PNC August 2013 - June 2014
Merrill Lynch October 2011 - June 2013
Robert Graham Designs July 2012 - February 2013
Universal McCann June 2011 - August 2011
Skills
Multi Tasking, Microsoft Office, Microsoft Excel, Microsoft Publisher, Microsoft Word, Microsoft Office 2007, Office Administration, PowerPoint, Outlook, Customer Service, Fashion, Retail Sales, Research, Social Media Marketing, Leadership, Management, Social Media, Public Speaking, Sales, Finance, Time Management
Education
Seton Hall University 2009 — 2013
Bachelor of Science, Finance, Marketing
Merrill Lynch August 2012 - Present
UBS February 2007 - August 2012
The Ayco Company 2003 - 2007
Smith Barney May 1998 - May 2003
Skills
Series 7, Wealth Management, Finance, Asset Allocation, Strategic Financial..., Retirement Planning, Series 63, Leadership, Investments, Employee Benefits, Investment Advisory, 401k Rollovers
Education
Siena College
Bachelors, Science-Finance
Union Graduate College
MBA, Concentration in Finance
Colliers International Canada February 2009 - Present
Merrill Lynch May 2005 - January 2008
RBC CMBS Financial Group July 2004 - May 2005
Education
Sheffield Hallam University 1995 — 1996
Post Graduate Diploma, Property Valuation and Management
The University of Western Ontario 1990 — 1994
BA (Hons.), Geography - Urban Planning
Merrill Lynch July 2015 - Present
Pubsoft June 2013 - August 2014
Holt Logistics Corp July 2012 - August 2012
Camp Longhorn June 2012 - June 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, English, Research, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing, Data Analysis
Education
Sewanee-The University of the South 2013 — 2017
Economics, Finance, Spanish
St. John's School 2000 — 2013
High School
KVS Enterprise LLC June 2005 - Present
AGT International November 2009 - Present
4D Security Solutions, Inc. November 2009 - Present
Symantec April 2009 - November 2009
Perry Capital December 2008 - February 2009
Fidelity Investments June 2008 - December 2008
Merrill Lynch August 2007 - May 2008
Nomura Securities International March 2006 - August 2007
Coach Inc. May 2005 - February 2006
Commerzbank Capital Market Corp. October 1998 - April 2005
Skills
VMware Infrastructure, NetApp Filers, Enterprise Vault, Microsoft Technologies, Cisco Switches, Scripting, Visio, VCP, Active Directory, NetApp, Windows Server, HP, VMware, Cisco UCS, Flexpod Archetict (UCS..., Microsoft Exchange, IT Management, Disaster Recovery, Cisco Nexus, Firewalls, Networking, High Availability, Data Center, Storage, Business Continuity, WAN, Infrastructure, Switches, Dell PowerEdge Servers, Integration, Cisco Technologies, TCP/IP, IT Strategy, HP Proliant, Project Management, Storage Area Networks, Cluster, iSCSI, Architectures, Group Policy, Virtualization, IT Operations, Enterprise Architecture, VMware ESX, Architecture
Education
Shanghai Jiao Tong University, Shanghai China 1979 — 1983
BS, Electronic Instrumentation
Pascale & LaMorte May 2007 - Present
Affinion Group May 2006 - April 2007
Valero Energy Corporation February 2004 - March 2006
Morgan Stanley May 1998 - February 2004
Merrill Lynch 1996 - 1998
Skills
Recruiting, Finance, Management, Forecasting, Financial Analysis, Human Resources, Accounting, Banking, Sarbanes-Oxley Act, Portfolio Management, Internal Audit, Financial Modeling, Training, Process Improvement, Investment Banking, Mergers, Accounts Payable, Contract Recruitment
Education
Siena College 1992 — 1996
BS, Marketing
Keystone Global Partners, LLC 2010 - Present
Shippabo 2013 - Present
Royal Oak Capital Mgmt, LLC 2007 - 2010
Merrill Lynch 2005 - 2007
Merrill Lynch – Private Banking and Investment Group 2005 - 2005
Skills
Equities, Portfolio Management, Equity Research, Investments, Asset Allocation, Financial Modeling, Finance, Investment Management, Wealth Management, Investment Strategies, Valuation, Risk Management, Hedge Funds, Bloomberg, Alternative Investments, Series 7, Asset Managment, CFA, Consulting, Series 65, Series 86, Series 87, Tax-advantaged..., Asset Protection, Strategic Financial..., Management, Start-ups, Fixed Income, Capital Markets, Corporate Finance, Financial Analysis, Financial Risk, Analysis, Transportation, Venture Capital, Private Equity, Investment Advisory
Education
London School of Economics and Political Science
Corporate Finance
Shanghai Jiao Tong University
Business Chinese
University of California, San Diego
BS, Management Science, Psychology
Razorfish May 2015 - Present
Ivy Capital November 2014 - February 2015
Entrepreneurial Thought Leaders Seminar September 2009 - September 2014
Savers September 2013 - August 2014
Boeing June 2010 - September 2013
Boeing April 2007 - June 2010
BSRP @ Boeing April 2007 - June 2010
Microsoft (Corestaff) January 2007 - April 2007
Merrill Lynch July 2004 - January 2005
Skills
Financial Analysis, Financial Modeling, Forecasting, Business Intelligence, Analytics, Digital Marketing, Management, Project Management, Process Improvement, VBA, Analysis, Cognos, Budgets, Data Analysis, Team Leadership, Business Strategy, Pricing, PeopleSoft, Cost Analysis, Cost Benefit, Procurement, Contract Negotiation, Variance Analysis, Tableau, Crystal Ball, DCF Valuation, Go-to-market Strategy, Cross-functional Team..., Pricing Strategy, Business Analysis, Strategic Sourcing, Leadership, Microsoft Excel
Education
University of Washington, Michael G. Foster School of Business 2012 — 2015
Master of Business Administration (MBA)
Shanghai Jiao Tong University 2014 — 2014
MBA Exchange Program
University of Washington
B.S., Economics
University of Washington, Michael G. Foster School of Business
B.A., Finance
ImagineSoftware (Technology Partners, Inc.) March 2015 - Present
Mouse and Man November 2014 - Present
vDiscovery August 2013 - August 2014
Faculty of 1000 Ltd March 2011 - February 2013
Yahoo! July 2009 - March 2011
Vault.com February 2008 - November 2008
News America Marketing September 2006 - July 2007
Merrill Lynch 2006 - 2006
A. Lavin Communications 2005 - 2005
Skills
Online Advertising, SEM, Lead Generation, PPC, Digital Media, Behavioral Targeting, Digital Marketing, Account Management, Cold Calling, Advertising, Display Advertising, Email Marketing, Social Media, Social Media Marketing, Marketing, SEO, Sales, Strategic Partnerships, New Business Development, Mobile Advertising, Digital Strategy, Press Releases
Education
Towson University 2003 — 2006
BA, Marketing, 3.5 GPA, cum laude
Siena College 2002 — 2003
Merrill Lynch February 1998 - Present
Skills
Series 7, Series 63, Asset Allocation, Equities, FINRA, Investments, Mutual Funds, Process Improvement, Retirement Planning, Securities, Series 65, Uniform Combined State..., Wealth Management
Education
Shippensburg University of Pennsylvania 1988 — 1992
Top tier investment bank March 2009 - Present
Morgan Stanley May 2008 - March 2009
Merrill Lynch March 2007 - May 2008
American International Group March 2002 - February 2005
Shanghai HuaXia CPA firm April 2000 - February 2002
Skills
Credit Risk, Market Risk, Financial Analysis, Quantitative Analysis, Fixed Income, Financial Risk, Financial Modeling
Education
The University of Texas at San Antonio 2005 — 2006
Master of Science, Finance
Shanghai Jiao Tong University 1996 — 2000
Bachelor, Finance
Merrill Lynch vice presidentmerrill lynch1996 - 2007
Education
Seton Hall University School of Law 2000 — 2004
JD, Law
The College of New Jersey 1992 — 1996
Munich Re America January 2012 - Present
Munich Re America July 2008 - December 2011
Munich Re America July 2006 - July 2008
BISYS Group Inc 2003 - 2006
Merrill Lynch April 2001 - May 2003
Merrill Lynch 1985 - 2003
Skills
Project Management, Six Sigma, Process Improvement, Performance Management, Change Management, Vendor Management, Training, Series 7, Black Belt, DFSS, Analysis, Mergers & Acquisitions, Business Process, Business Process..., Cross-functional Team..., Human Resources, Executive Coaching, Business Process..., Management, Leadership, Strategy, Business Analysis, PMO
Education
Shippensburg University of Pennsylvania
UBS Financial Services September 1999 - February 2013
Merrill Lynch August 1993 - September 1999
SunBank Capital Mgmt August 1988 - August 1993
Skills
Asset Managment, Capital Markets, Equities, Investments, Hedge Funds, skilled in portfolio..., Equity Research, Alternative Investments, Portfolio Management, Asset Management, Equity Valuation, Bloomberg
Education
Siena College 1977 — 1981
BS-Finance
Merrill Lynch Financial AdvisorMorgan Stanley2002 - 2004
UBS PaineWebber May 2001 - May 2002
Skills
Fixed Income, Securities, Series 7, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Financial Services, Mutual Funds
Education
Seton Hall University 1997 — 2001
International Fund Services (NA) LLC, A State Street Company October 2013 - Present
Caxton Associates, LLC September 2004 - Present
Merrill Lynch 1993 - 2003
State Street Bank & Trust 1993 - 2003
Merrill Lynch Investment Managers 1988 - 2003
Skills
Fixed Income, Derivatives, Middle Office, Bloomberg, Equities, Financial Services, Account Reconciliation, Fund Accounting, Hedge Funds, Operations Management, Securities, Auditing, Mutual Funds, Back Office, Accounting
Education
Shippensburg University of Pennsylvania 1983 — 1987
Fannie Mae November 2013 - Present
Standard Chartered Bank March 2009 - November 2013
Morgan Stanley December 2008 - March 2009
Merrill Lynch August 2007 - November 2008
International Finance Corporation June 2003 - August 2007
Sprint PCS March 2001 - June 2003
Perot Systems Corp January 1997 - February 2001
Various March 1994 - January 1997
Skills
Enterprise Software, Data Modeling, Data Warehousing, SDLC, Enterprise Architecture, Data Marts, Business Analysis, Management, Fixed Income, Business Intelligence, Governance, Risk Management, Strategy
Education
Sheffield Hallam University
Ph.D., Operations Research
University of Strathclyde
M.S., Computer Integrated Manufacture
Victoria Jubilee Technical Institiute
Bachelor of Engineering (B.Eng.), Manufacturing Engineering
Polymouth Rock Insurance Group 2006 - Present
Deloitte & Touche 2006 - 2006
Merrill Lynch 2005 - 2006
Education
Shanghai International Studies University
Merrill Lynch DirectorBank of America Merrill Lynch2005 - Present
Bear Stearns 2000 - 2005
Education
Seton Hall University 1994 — 1998
Internal Revenue Service April 2009 - Present
Citi 2005 - April 2009
PNC 2002 - 2005
Nationwide Financial 2001 - 2002
Merrill Lynch 1995 - 2001
The Ayco Company, L.P., a Goldman Sachs Company 1993 - 1995
Law Firm Experience 1990 - 1993
CPA Firm & Accounting Experience 1981 - 1990
Skills
Financial Analysis, Risk Management, Banking, Accounting, Finance, Financial Reporting, Financial Risk, Internal Controls, Microsoft Office, Financial Services, Internal Audit
Education
Seton Hall University School of Law 1987 — 1991
Doctor of Law (JD), Estate and Trust Law/Tax Law
Villanova University 1975 — 1980
Bachelor of Science (BS), Accounting
Santander Investment Services March 2009 - Present
Morgan Stanley January 2000 - November 2002
Merrill Lynch July 1996 - January 2000
Skills
Retirement Planning, Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Insurance, Business Development, Underwriting, Finance, Fixed Annuities, Team Building, Management, Business Analysis, Financial Services, Series 7, Budgets, Risk Management, Leadership
Education
Shippensburg University of Pennsylvania 1987 — 1991
ATB Financial May 2015 - Present
CERES IPR Ltd 2010 - Present
ATB Financial June 2014 - May 2015
ICECAP Ltd January 2004 - June 2014
Knight Securities 2000 - 2003
Mitsui Bussan Commodities 1999 - 2000
Merrill Lynch 1998 - 1999
Barclays 1993 - 1997
Biomet 1990 - 1992
Revlon 1989 - 1990
Skills
Mergers & Acquisitions, Negotiation, Renewable Energy, Business Strategy, Due Diligence, Energy, Strategic Planning, Strategy, Risk Management, Start-ups, Sales, Commodity, Financial Modeling, Entrepreneurship
Education
Sheffield Hallam University 1984 — 1987
April Heath, LMT February 2012 - Present
April Heath, LMT 2009 - 2012
Associated Massage Therapists & Bodyworkers May 2008 - 2008
Merrill Lynch 2001 - 2004
Skills
Treatment, Wellness, Therapeutic Massage, Deep Tissue Massage, Holistic Health, Customer Service, Myofascial Release, Healing, Relaxation, Stress, Therapists
Education
Sheridan Technical Center 2007 — 2008
Massage Therapy Certificate, Massage Therapy/Therapeutic Massage
American Heritage 1987 — 1989
Diploma, General Studies
MedicallyEquipped.com April 2012 - Present
Uniform States of America 2010 - 2015
University Books, LLC September 1999 - June 2014
The MONY Group December 2001 - April 2002
Marsh August 1999 - December 2001
Merrill Lynch June 1996 - August 1999
Skills
Financial Risk, Alternative Investments, Portfolio Management, Financial Analysis, Investments, Insurance, Budgets, Underwriting, Business Development, Business Strategy, Risk Management, New Business Development, Small Business, Sales, Customer Service, Marketing, Business Planning, Strategy, Medical Devices, Entrepreneurship
Education
Seton Hall University 1995 — 1999
Dual Bachelor's Degree, Finance and Managment
Gomeza Intelligence Inc. December 2013 - Present
Rothmans, Benson & Hedges Inc. - Philip Morris Canada 2013 - December 2014
Rothmans, Benson & Hedges Inc. 2013 - 2014
Home Trust Company November 2012 - December 2013
Home Trust Company May 2010 - November 2012
Gomeza Intelligence Inc. October 2008 - May 2010
Merrill Lynch September 2007 - September 2008
TELUS April 2006 - September 2007
The Brick April 2004 - April 2006
Structured Intelligence January 2003 - January 2004
Skills
ETL, ETL Tools, Data Architects, Data Warehouse..., SAP BW, Cognos, Informatica, Microstrategy, Data Manager, Oracle, MS SQL Server, Webfocus, Microsoft SQL Server, Data Modeling, Data Warehousing, Business Analysis, OLAP, Databases
Education
Sheridan College
Project Management
Universidad Industrial de Santander
Bachelor in Systems Engineering
Universidad Industrial de Santander
Postgraduate diploma in Executive Management
Merrill Lynch August 2010 - Present
Raad Home January 2002 - August 2010
Merrill Lynch November 1987 - December 2001
Skills
Series 7, Series 65, Communication, Writing, People Skills, Career Counseling...
Education
University of South Carolina-Columbia 1988 — 1991
Master of Business Administration (MBA)
Sewanee-The University of the South 1977 — 1981
Bachelor of Arts (BA), English Language and Literature, General
Arbor Insurance Group April 2011 - Present
Allentown Symphony Orchestra 1987 - Present
PA Sinfonia Orchestra August 2008 - April 2011
GMAC Mortgage January 2003 - December 2008
Merrill Lynch 1993 - January 2003
Skills
Fine Art, Painting, Graphic Design, Music Education, Music Performance, Classical, Customer Service, Event Planning, Flute, Fundraising, Marketing, Music, Music Theory, Nonprofits, Orchestral Music, Performing Arts, Public Speaking, Singing, Stewardship, Teaching
Education
C.W. Post/Long Island University 1984 — 1985
M.A., Music History/ Flute Performance, Master's Degree
Shenandoah University 1977 — 1981
Bachelor of Music - performance, Flute Performance
Barclays May 2011 - Present
Barclays Capital April 2009 - May 2010
Merrill Lynch June 2004 - June 2008
Merrill Lynch June 2001 - June 2004
Merrill Lynch June 1994 - June 2001
Merrill Lynch May 1990 - June 2001
Skills
SQL, Access, Project Management, Oracle, Analysis, Databases, Financial Analysis, Change Management, Equities, Financial Services, Software Documentation, Management, Risk Management
Education
Shippensburg University of Pennsylvania 1976 — 1981
bsba, martketing
First Niagara Insurance December 2014 - Present
CDPHP September 2011 - July 2014
Merrill Lynch January 2008 - September 2011
Capital District YMCA January 2007 - January 2008
Capital District YMCA, North Albany Branch November 2005 - January 2007
Skills
Microsoft Excel, Event Planning, Health Insurance, Finance, Human Resources, Marketing, PowerPoint, Microsoft Word, Outlook, Public Speaking, Payroll, Management, Sales, Salesforce.com, Insurance, Medicare, Access, Account Management, Employee Benefits, Team Building, Training
Education
The College of St. Rose 2007 — 2009
Master of Business Administration (MBA)
Siena College 2001 — 2005
Bachelor of Science (B.S.), Marketing/Management, Psychology
LFHS
QualTek USA, LLC March 2014 - Present
UniTek Global Services August 2010 - March 2014
Merrill Lynch July 2008 - December 2009
Merrill Lynch May 2006 - June 2008
Skills
Onboarding, Employee Relations, Employee Engagement, Human Resources, Management, Payroll, Recruiting, Training, Performance Management, Employee Benefits, HRIS, Talent Acquisition, Talent Management, Applicant Tracking..., Deferred Compensation, Process Improvement
Education
Shippensburg University of Pennsylvania 2002 — 2006
BSBA, Business Management/Human Resources Management
Merrill Lynch July 2011 - May 2015
Bank of America Merrill Lynch March 2010 - July 2011
Merrill Lynch January 2008 - April 2010
First Investors Corporation July 2006 - October 2007
Skills
Equities, Securities, Series 63, Finance, Bonds, Back Office, VBA, Bloomberg, Analysis, Microsoft Excel, Securities Lending, Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Financial Modeling, Financial Analysis, Alternative Investments, Investment Banking
Education
Seton Hall University 2002 — 2006
B.S, Psychology
Seton Hall University 2002 — 2006
Bachelor of Science, Psychology
Currie and Brown May 2006 - Present
Seton Hall University January 2009 - July 2014
Comcast March 2003 - May 2005
Merrill Lynch 1998 - 2001
Teleport Communications Group May 1994 - November 1997
AT&T June 1988 - May 1994
RCA Global Communications September 1983 - May 1988
Skills
Due Diligence, Cash Flow, Financial Reporting, Financial Modeling, Forecasting, Cost Control, Budgeting, Strategic Planning, Business Strategy, Planning, Excel, Financial Analysis, Budgets, Risk Management, Auditing, Project Planning, Managerial Finance, Tax
Education
Seton Hall University 1977 — 1983
BS/MBA, Finance
Immaculata High School
Merrill Lynch February 2014 - Present
CAPTEL March 2013 - Present
CAPTEL June 2011 - Present
CAPTEL September 2009 - January 2012
Captel- Political fundraising October 2009 - February 2010
National Republican Congressional Committee March 2009 - June 2009
McCain-Palin 08 July 2008 - November 2008
Foley & Lardner LLP 2004 - 2008
Skills
Fundraising, Research, Public Speaking, Excel, Microsoft Office, Word, Writing, Social Media, Customer Service, Budgeting, Public Relations, Event Planning, Customer Relations, Government Relations, Microsoft Excel, Government
Education
Sewanee-The University of the South 1998 — 2002
BA, Economics
Woodberry Forest 1994 — 1998
Merrill Lynch Sr. Case AnalystMerrill Lynch2006 - 2008
Education
Shippensburg University of Pennsylvania 1984 — 1989
BS, Political Science
Merrill Lynch 1996 - Present
Education
Shepherd University
Merrill Lynch Operations InternMerrill LynchJune 2004 - August 2004
Education
Seton Hall University 2007 — 2010
MBA, Finance and Int'l Business
Seton Hall University 2001 — 2005
BS, Accounting
eVestment November 2012 - Present
Merrill Lynch January 2003 - June 2008
Merrill Lynch August 2001 - January 2003
Merrill Lynch August 1999 - August 2001
Merrill Lynch Investment Managers August 1997 - August 1999
Merrill Lynch October 1992 - August 1997
Merrill Lynch September 1986 - October 1992
Skills
Investments, Retirement Planning, Financial Services, Investment Advisory, Relationship Management, Equities, Product Management, Financial Advisory, IRAs, Business Analysis, Process Improvement, Business Requirements, FINRA, Management, Project Management, Investment Management, Banking, Marketing Communications
Education
University of Phoenix 2003 — 2004
Business
Shippensburg University of Pennsylvania 1985 — 1986
Business Administration
BNY Mellon 2012 - Present
Financial Industry Regulatory Authority (FINRA) February 2006 - March 2012
New York Stock Exchange (NYSE) 2006 - 2007
Merrill Lynch 2001 - 2006
BHF-Bank AG 1998 - 1999
United States District Court 1995 - 1996
Attorney General's Office 1994 - 1995
Education
Seton Hall Law School
Juris Doctor
Family Wealth Care LLC 2010 - Present
Fairleigh Dickinson University January 2015 - Present
Willliam Paterson University September 2010 - December 2013
Merrill Lynch May 1998 - May 2010
KPMG March 1996 - May 1998
Skills
Wealth Management, Estate Planning, Finance, Retirement Planning, Investments, Financial Planning, Portfolio Management, Investment Advisory, Asset Allocation, Financial Planners, Financial Services, Financial Advisory, Retirement, Asset Management, Strategic Financial..., Series 7, Management, Mutual Funds, Financial Analysis, Personal Finance, Public Speaking
Education
Seton Hall University 1999 — 2001
MS, Taxation
Fairleigh Dickinson University-Metropolitan Campus 1979 — 1983
MBA
HomeSource Lending May 2009 - Present
Merrill Lynch March 1992 - March 2009
Education
Siena College 1983 — 1986
Marketing/Management, Marketing, Management and Finance
BlueMountain Capital Management August 2013 - Present
Goldman Sachs February 2010 - August 2013
Merrill Lynch October 2007 - February 2010
Merrill Lynch December 2004 - September 2007
IBM September 2003 - November 2004
Education
Siena College 1999 — 2003
Boys & Girls Club of Harrisburg April 2015 - Present
Merrill Lynch January 2009 - Present
Hershey Symphony Foundation January 2013 - Present
Sherwin-Williams Paints 2005 - 2009
Skills
Retirement, Portfolio Management, Strategic Financial..., Series 7, Retirement Planning, Customer Service, Marketing, Wealth Management, Investments, Outstanding Customer..., Strength Training
Education
Shippensburg University of Pennsylvania 2000 — 2005
Bachelor of Science, Public Administration
Kelly Services May 2006 - Present
Hudson United Bank August 2005 - March 2006
Kelly Services February 2005 - August 2005
Bank of America December 2002 - August 2004
Prudential Financial August 1999 - June 2002
Kelly Services September 1997 - August 1999
Merrill Lynch August 1994 - January 1996
Education
Seton Hall University 1991 — 1994
BA, Social and Behavioral Sciences
Seton Hall University
Bachelor of Arts, Social; Behavioral Sciences
Synchrony Financial December 2014 - Present
Enterprise Rent-A-Car April 2013 - November 2014
Enterprise Rent-A-Car November 2011 - April 2013
Enterprise Rent-A-Car January 2011 - October 2011
Merrill Lynch June 2009 - August 2009
Primerica Financial Services March 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Marketing, Customer Service
Education
Shippensburg University of Pennsylvania 2007 — 2010
Bachelor of Science and Business Administration, Personal Financial Planning
LPL Financial December 2014 - Present
Principal Financial Group May 2013 - December 2014
FirstMerit Bank September 2012 - May 2013
Merrill Lynch May 2011 - August 2012
RJ O'Brien & Associates, LLC July 2008 - May 2011
PFGBEST December 2007 - July 2008
American General Life and Accident Insurance Company April 2007 - November 2007
Skills
Disability Income..., Asset Allocation, Estate Planning, Executive Benefit..., Financial Needs Analysis, Wealth Accumulation, Tax-Deferred Savings, Survivor Income, Long-Term Care Insurance, Key Person Insurance, Deferred Compensation..., Buy-sell Agreements, Business Continuation..., IRAs (Traditional &..., Informal Business..., Investments, Finance
Education
Slippery Rock University of Pennsylvania 2004 — 2006
BSBA, Marketing
Shippensburg University of Pennsylvania 2002 — 2004
Bachelor of Business Administration (BBA), Marketing
Merrill Lynch July 2011 - Present
George McKelvey Co., Inc January 1999 - July 2011
PNC Wealth Management November 1997 - December 1999
United National Bank 1992 - 1997
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Estate Planning, Series 7, Asset Allocation, Portfolio Management, Uniform Combined State..., Series 63, Alternative Investments, Investment Strategies, Asset Management, Wealth Management..., Certified Financial..., Investment Advisory, 401k Rollovers, Retirement, Financial Planners, Insurance, Mutual Funds, Wealth, Personal Financial..., Trust Services, Finance, Trusts, Series 65, Long-term Care, Personal Finance, ETFs, Financial Planning
Education
Fairleigh Dickinson University 2011 — 2011
CFP
Shippensburg University of Pennsylvania 1979 — 1983
BSBA, Finance, Business Administration
N/A July 2003 - Present
CUNA Mutual Group July 2003 - September 2005
Morgan Stanley November 2000 - June 2003
Merrill Lynch May 1990 - November 2000
Education
Shippensburg University of Pennsylvania 1985 — 1989
BA, Public Relations, Sociology & Speech
Merrill Lynch September 2006 - Present
NJL&C 2002 - 2006
BISYS August 1997 - July 2002
David MacGregor & Company 2000 - 2002
Skills
Microsoft Office, Customer Service, Insurance, Microsoft Word, Public Speaking, Retirement Planning, PowerPoint, Microsoft Excel, Life Insurance, Outlook
Education
Shippensburg University of Pennsylvania 1984 — 1989
Public Administration
Shippensburg University of Pennsylvania 1984 — 1989
Public Administration
Nu Skin Enterprises April 2012 - July 2012
Merrill Lynch October 2011 - November 2011
Credit Suisse July 2011 - August 2011
Merrill Lynch June 2011 - July 2011
Weber State University August 2010 - April 2011
Weber State University May 2008 - December 2009
Trial Courts of General Jurisdiction, Shanghai, China June 2006 - August 2007
Skills
Higher Education, Public Speaking, Teaching, Research, Campus, Strategic Financial..., Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Economics, Student Affairs, Finance, Analysis, Microsoft Word, Critical Thinking, Ethics
Education
University of Washington School of Law 2012 — 2013
Master of Laws (LL.M.), Tax Law/Taxation
Weber State University 2008 — 2011
Bachelor of Science (B.S.), Accounting
Shanghai University 2004 — 2008
Bachelor of Laws (LL.B.), Civil Law
Capital One June 2012 - Present
Morgan Stanley September 2011 - May 2012
Morgan Stanley May 2005 - August 2011
Morgan Stanley July 2002 - May 2005
Merrill Lynch June 1998 - May 2002
Skills
Trust Services, Wealth Management, Trust Management, Strategy, Investments, Trusts, Due Diligence, AML, High Net Worth..., Corporate Governance, Estate Planning, Tax, Financial Advisory, Risk Management, Insurance, Equities, Securities
Education
Villanova University School of Law 2001 — 2003
LL.M, Taxation Law
Seton Hall University School of Law 1996 — 1999
J.D.
Villanova University 1992 — 1996
B.S., Finance
ICAP August 2009 - May 2012
Merrill Lynch July 2005 - July 2009
Education
Seton Hall University 2008 — 2011
MBA, Finance & International Business
Seton Hall University 2001 — 2005
BS, Accounting
Merrill Lynch April 2013 - Present
Miyo's Gourmet Group February 2010 - June 2014
FRP Sports June 2006 - June 2014
Bank of America, Merrill Lynch August 2011 - April 2014
Merrill Lynch August 2011 - April 2013
Miyo's Gourmet Group February 2010 - June 2012
Bank of America, Merrill Lynch June 2010 - April 2011
Skills
Excel
Education
University of South Carolina - The Moore School of Business 2008 — 2012
International Business and Finance Minor in Chinese, International Business, 3.8
Shanghai University of Finance and Economics
The McCallie School
University of South Carolina Columbia, South Carolina U
S.A Bachelor of Science, Business Administration; International Business & Finance
Merrill Lynch January 2015 - Present
Merrill Lynch May 2013 - Present
CIBC February 2008 - May 2013
CIBC January 2006 - August 2007
Skills
Performance Testing, Performance Testing..., Software Quality..., Java Enterprise Edition, Communication Skills, Test Planning, Quality Center, Quality Assurance, Integration, SQL, Agile Methodologies, Agile Testing, Equity Derivatives, Test Automation, Embedded QA
Education
Sheridan College 2004 — 2007
Computer Science Technology Co-op Advanced Diploma, Computer Science
Merrill Lynch February 2014 - Present
Moore Capital Management September 2013 - December 2013
J.P. Morgan January 2013 - September 2013
T3 Trading Group, LLC August 2011 - October 2012
First Wall St. Capital-MEAA February 2011 - May 2011
HSBC December 2010 - January 2011
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Equity Research, Capital Markets, Equities, Derivatives, Valuation, Fixed Income, Trading, Investments, Investment Banking
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 2010 — 2011
Master Science of Business Administration, Accounting and Finance
Shandong University 2006 — 2010
Bachelor's degree, Finance, General
Aberdeen Asset Management July 2013 - Present
BlackRock June 2009 - July 2013
BlackRock May 2007 - June 2009
BlackRock September 2006 - May 2007
Merrill Lynch October 2005 - September 2006
Skills
Microsoft Office, Transact-SQL, Bloomberg, Equities, Mutual Funds, Fixed Income, Securities, Asset Managment, VBA, Microsoft SQL Server, Project Management, Portfolio Performance..., ETFs, Asset Management, Analytics, Alternative Investments
Education
Shippensburg University of Pennsylvania 2001 — 2005
BSBA, Finance
TIAA-CREF January 2012 - Present
Morgan Stanley August 2009 - January 2012
Merrill Lynch March 2008 - February 2009
All State Career April 2004 - March 2008
Skills
Insurance, Strategic Planning, Financial Services, Investment Advisory, Trusts, Endowments, Certified Financial...
Education
Shippensburg University of Pennsylvania 2001 — 2003
BS, Business Admin
University of North Carolina at Wilmington 1999 — 2001
Malvern Preparatory School 1995 — 1999
HS Diploma
Merrill Lynch November 2012 - Present
Ernst & Young April 2010 - November 2012
University of Illinois at Urbana-Champaign August 2005 - April 2010
Skills
VBA, C++, Java, Python, Matlab, Monte Carlo Simulation, Linux, Oracle, PL/SQL, Valuation, Options, Programming, Equities, Sybase
Education
Chinese Academy of Sciences
M.S, Applied Mathematics
Shandong University
B.S, Computer Science
Unversity of Illinois at Urbana-Champaign
Ph.D, Computer and Electrical Engineering
Morgan Stanley June 2006 - Present
Legg Mason June 2003 - June 2006
Merrill Lynch June 1985 - June 2003
Skills
Wealth Management, series 7, series 66
Education
Rutgers University, School of Public Affairs and Administration
MPA
Seton Hall University
MA
Seton Hall University
BA, English
Merrill Lynch May 2013 - Present
Wilshire Associates Incorporated June 2012 - September 2012
Shenyin & Wanguo Securities February 2011 - December 2011
Skills
Time Series Analysis, Matlab, C++, Python, Stochastic Calculus, Portfolio Management, Financial Engineering, Statistical Modeling, Quantitative Trading, QuantLib, Boost
Education
UCLA Anderson School of Management 2011 — 2012
Master of Financial Engineering, Finance
Shanghai Jiao Tong University 2007 — 2011
Bachelor of Engineering, Automation Engineering
McManus Associates June 2005 - Present
Merrill Lynch January 1984 - February 2004
Coopers & Lybrand June 1980 - January 1984
Skills
Succession Planning, Executive Coaching, Leadership Development, Organizational..., Talent Management, Organizational..., Performance Management, Coaching, Employee Engagement, Performance Improvement, Change Management, Team Building, Management Consulting, Staff Development, Wealth Management, Personal Development, Training, Series 7, Leadership, Risk Management, Business Strategy, Public Speaking, Management, Retirement Planning, Strategy, Team Leadership, Workshop Facilitation, Business Planning, Employee Training, Strategic Planning, Business Development, Program Management, Executive Management, Organizational Design, Financial Services, Career Development, Consulting, Culture Change, Management Development, Financial Advisory, Training Delivery
Education
Seton Hall University
BS
Ascensus New Business CoordinatorBISYS Retirement ServicesMarch 1997 - February 2002
Merrill Lynch August 1995 - March 1997
Education
Shippensburg University of Pennsylvania 1991 — 1995
BSBA, Finance
Tampa September 2012 - Present
Morgan Stanley Smith Barney November 2010 - July 2011
Merrill Lynch July 2008 - November 2010
Goldman Sachs & Co. 2000 - 2007
Spear, Leeds and Kellogg December 1993 - August 2000
Skills
Trading, ETFs, Risk Management, Equities, Options, Trading Systems, Derivatives, Hedging, Equity Trading, Commodities, Market Making, Portfolio Management
Education
Seton Hall University 1988 — 1993
BA, Political Science
National Securities February 2014 - Present
Merrill Lynch February 2012 - February 2014
Needham May 2005 - January 2012
CHARLES SCHWAB & COMPANY INCORPORATED 1992 - 2004
Skills
Risk Management, Investments, Banking, Strategic Planning, Financial Services, New Business Development, Analysis, Business Planning, Operations Management, Business Process, Hedge Funds, Sales, Fixed Income, Auditing, Software Documentation, Alternative Investments, Securities
Education
Member NASD 1989 — 2013
Series 7, 8, 9, 10, 24, 63, 65, 66, 87, Finance and Financial Management Services
Siena College 1983 — 1987
Bachelor of Science, Major, Finance; Minor, Economics
Morgan Stanley February 2014 - Present
Equate Executive Search Inc October 2012 - November 2013
Merrill Lynch April 1999 - September 2006
CIBC World Markets June 1990 - March 1999
Standard & Poor's 1987 - 1990
Morgan Stanley June 1984 - June 1986
Skills
Capital Markets, New Business Development, Business Planning, Investor Relations, Business Relationship..., Mutual Funds, Portfolio Management, Structured Finance, Financial Analysis, Risk Management, Negotiation, Strategic Planning, Marketing Strategy, Investment Banking, Commercial Banking, Investment Strategies, Derivatives, Talent Management, Leadership, Investment Management
Education
Seton Hall University
B.S., Accounting, Magna cum laude
EFG Capital International Corp. January 2015 - Present
RBC Capital Markets July 2013 - January 2015
Tradewire Securities LLC January 2010 - June 2013
Hedge Investment Advisors March 2000 - December 2009
First Union Bank of Florida December 1998 - March 2000
Merrill Lynch July 1997 - December 1998
PaineWebber August 1994 - June 1997
VestcorPartners LTD. November 1990 - July 1994
Citibank N. A. November 1988 - November 1990
Ralston Purina March 1986 - November 1988
Skills
Series 7, Series 24, Investment Advisory, Series 63, Mutual Funds, Securities, Series 65, Hedge Funds, Alternative Investments, Compliance, Asset Management, Wealth Management, Equity Trading, Options, Asset Allocation, Trading, Portfolio Management, Due Diligence, Risk Management, Investments, Valuation
Education
Sewanee-The University of the South 1982 — 1985
BA, Economics
Colegio internacional de Caracas 1976 — 1981
Wharton School, University of Pennsylvania
Certificate of completion, Investment Strategies and Portfolio Management Program
H&R Block January 1995 - Present
Merrill Lynch 2000 - 2011
Skills
Client Relations Skills, Bookkeeping, Account Reconciliation, Administrative...
Education
Shippensburg University of Pennsylvania 1972 — 1976
BSBA, Accounting
Merrill Lynch 1982 - Present
Education
Seton Hall University