Merrill Lynch

Industry: Banking company

Description

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

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

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

Merrill Lynch Employees

Employee
Years
Job
Industry
Lawrence Sang Lawrence Sang Greater New York City Area Details
Lawrence Sang's Merrill Lynch Experience June 2015 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Darren M. Grove, CFP, CRPC Darren M. Grove, CFP, CRPC Chambersburg, Pennsylvania Details
Darren M. Grove, CFP, CRPC's Merrill Lynch Experience June 1997 - Present
Job First Vice President, Wealth Management Advisor, PIA Portfolio Manager
Industry Financial Services
Experience
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

Hooper Snow Hooper Snow North Bergen, New Jersey Details
Hooper Snow's Merrill Lynch Experience June 2013 - Present
Job FIX Client Certification and On Boarding at Merrill Lynch
Industry Financial Services
Experience
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)

Shawn Gibson Shawn Gibson London, Canada Area Details
Shawn Gibson's Merrill Lynch Experience January 1999 - July 1999
Job Organizational Effectiveness Manager at GoodLife Fitness
Industry Health, Wellness and Fitness
Experience
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

Timothy O'Hare Timothy O'Hare Greater New York City Area Details
Timothy O'Hare's Merrill Lynch Experience September 1998 - December 2002
Job Senior Vice President at Lazard Wealth Management, LLC
Industry Financial Services
Experience
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

Marnie Maciariello Marnie Maciariello Greater Boston Area Details
Marnie Maciariello's Merrill Lynch Experience May 2009 - August 2009
Job Institutional Client Service Manager at Putnam Investments
Industry Financial Services
Experience
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

Sean Kiely Sean Kiely Greater New York City Area Details
Sean Kiely's Merrill Lynch Experience June 2011 - April 2012
Job Pricing Analyst at BNY Mellon
Industry Financial Services
Experience
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

Ed Komski Ed Komski Greater San Diego Area Details
Ed Komski's Merrill Lynch Experience April 2011 - December 2011
Job Experienced Management, Sales, System and Operational Expertise within the Finance, Marketing and NonProfit Industries
Industry Banking
Experience
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

Jeff McGlone Jeff McGlone Newtown, Pennsylvania Details
Jeff McGlone's Merrill Lynch Experience March 2015 - Present
Job Business Analyst at Merrill Lynch
Industry Financial Services
Experience
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

Bill Cunnion Bill Cunnion Williamsport, Pennsylvania Details
Bill Cunnion's Merrill Lynch Experience March 1991 - June 1993
Job VP Wealth Application Development
Industry Financial Services
Experience
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

Bob Rossilli Bob Rossilli Kings Park, New York Details
Bob Rossilli's Merrill Lynch Experience September 1996 - September 2001
Job Certified Fitness Trainer, Specialist Senior Fitness at Suffolk Y JCC and Independent Personal Training
Industry Health, Wellness and Fitness
Experience
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

James B. Moran James B. Moran Greater New York City Area Details
James B. Moran's Merrill Lynch Experience December 1995 - November 1999
Job President: Washington Capitol Group LLC
Industry Financial Services
Experience
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

Eva Poon Eva Poon San Francisco Bay Area Details
Eva Poon's Merrill Lynch Experience June 2014 - August 2014
Job Global Wealth Retirement Solutions Alternative Investments Platforms Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Michael Testa, CRPS Michael Testa, CRPS Albany, New York Details
Michael Testa, CRPS's Merrill Lynch Experience May 2004 - February 2015
Job Senior Financial Advisor Retirement Plan Specialist
Industry Financial Services
Experience
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

Dan Muscatello Dan Muscatello Greater Boston Area Details
Dan Muscatello's Merrill Lynch Experience 2002 - 2009
Job Private Wealth Advisor
Industry Financial Services
Experience
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)

Sherri Hoynak Sherri Hoynak Greater Philadelphia Area Details
Sherri Hoynak's Merrill Lynch Experience October 2006 - September 2007
Job Project Manager
Industry Information Technology and Services
Experience
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

Robert Ryan-Rounseville Robert Ryan-Rounseville Greater New York City Area Details
Robert Ryan-Rounseville's Merrill Lynch Experience 1992 - 1997
Job Reverse Mortgage Consultant at American Advisors Group (AAG Reverse Mortgage)
Industry Financial Services
Experience
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

Jiali Pan Jiali Pan Greater Nashville Area Details
Jiali Pan's Merrill Lynch Experience June 2011 - August 2011
Job
Industry Financial Services
Experience
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

Christina Nuzzo Christina Nuzzo Greater New York City Area Details
Christina Nuzzo's Merrill Lynch Experience 2007 - April 2010
Job Vice President and Wealth Advisory Consultant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
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

Sean McLain, CFA Sean McLain, CFA Greater New York City Area Details
Sean McLain, CFA's Merrill Lynch Experience June 2006 - November 2007
Job Fixed Income Product Strategist at BlackRock at BlackRock Financial Management
Industry Financial Services
Experience
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

Jose A. Ortiz Jose A. Ortiz Greater New York City Area Details
Jose A. Ortiz's Merrill Lynch Experience February 2006 - April 2009
Job Risk Management and Assurance
Industry Information Technology and Services
Experience
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

Douglas Allen Douglas Allen New York, New York Details
Douglas Allen's Merrill Lynch Experience December 2007 - February 2009
Job Judicial Law Clerk to the Honorable Patrick DeAlmeida, P.J.T.C.
Industry Legal Services
Experience
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

Cathy Cao Cathy Cao New York, New York Details
Cathy Cao's Merrill Lynch Experience 2007 - 2007
Job Brand Storytelling | Marketing Analytics | Process & Systems Oriented
Industry Real Estate
Experience
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

Sean N. Woodroffe Sean N. Woodroffe Montpelier, Vermont Details
Sean N. Woodroffe's Merrill Lynch Experience May 1986 - February 2004
Job People Center at National Life Group
Industry Financial Services
Experience
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

Marc Cozzolino Marc Cozzolino Greater New York City Area Details
Marc Cozzolino's Merrill Lynch Experience 2000 - 2001
Job General Counsel at Vontobel Asset Management
Industry Investment Management
Experience
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

Tiffany Denham Tiffany Denham Altoona, Alabama Details
Tiffany Denham's Merrill Lynch Experience May 2003 - May 2005
Job Group Fitness Instructor at The Gym
Industry Health, Wellness and Fitness
Experience
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.)

Jacob Bruno Jacob Bruno Washington D.C. Metro Area Details
Jacob Bruno's Merrill Lynch Experience August 2010 - February 2013
Job Construction Manager at Toll Brothers
Industry Construction
Experience
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

Paul Cao Paul Cao Greater New York City Area Details
Paul Cao's Merrill Lynch Experience 2005 - April 2009
Job Director, Data Services, Wells Fargo Securities at Wells Fargo
Industry Financial Services
Experience
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

Brian Gazawie Brian Gazawie Greater New York City Area Details
Brian Gazawie's Merrill Lynch Experience March 2010 - February 2012
Job Internal Wholesaler at Prudential Investments
Industry Financial Services
Experience
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

Allison C. Collins Allison C. Collins Harrisburg, Pennsylvania Area Details
Allison C. Collins's Merrill Lynch Experience March 1999 - January 2000
Job Field Support Trainer at IDEXX Laboratories
Industry Marketing and Advertising
Experience
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

Jay Simmons Jay Simmons Charlotte, North Carolina Area Details
Jay Simmons's Merrill Lynch Experience March 2000 - May 2001
Job at
Industry Financial Services
Experience
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

Masoud Sharghi Masoud Sharghi Toronto, Canada Area Details
Masoud Sharghi's Merrill Lynch Experience February 2008 - October 2008
Job Senior Developer/Lead at The Jonah Group
Industry Computer Software
Experience
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

Bill Clinton Bill Clinton Greater New York City Area Details
Bill Clinton's Merrill Lynch Experience March 2008 - April 2010
Job Regional Vice President, Emerging Market Specialist Mirae Asset Global Investments (USA)
Industry Financial Services
Experience
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

Ryan M. Verdery, AIF® Ryan M. Verdery, AIF® Raleigh-Durham, North Carolina Area Details
Ryan M. Verdery, AIF®'s Merrill Lynch Experience August 2006 - April 2009
Job Managing Director at Summit Retirement Partners, LLC
Industry Financial Services
Experience
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

Ramin Riahikhoee Ramin Riahikhoee Washington D.C. Metro Area Details
Ramin Riahikhoee's Merrill Lynch Experience September 2007 - December 2008
Job IT Business Management Officer at The World Bank
Industry Financial Services
Experience
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

William Keller William Keller Greater New York City Area Details
William Keller's Merrill Lynch Experience January 2012 - August 2012
Job Financial Reporting Associate at Prudential Financial
Industry Financial Services
Experience
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

Caitlin Shaw Caitlin Shaw Columbus, Ohio Details
Caitlin Shaw's Merrill Lynch Experience May 2010 - September 2010
Job Business Development at Nationwide
Industry Marketing and Advertising
Experience
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

Brad Warner Brad Warner Greater Philadelphia Area Details
Brad Warner's Merrill Lynch Experience March 2008 - September 2010
Job Retirement Plan Consultant/Portfolio Management Vice President
Industry Financial Services
Experience
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

Ahsan Memon Ahsan Memon Albany, New York Area Details
Ahsan Memon's Merrill Lynch Experience September 2005 - December 2005
Job President at Brother & Brother, Inc.
Industry Management Consulting
Experience
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

Andrew J. Santoro Andrew J. Santoro Greater New York City Area Details
Andrew J. Santoro's Merrill Lynch Experience August 2009 - March 2010
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Richard (Rich) M. Galipo Richard (Rich) M. Galipo Greater New York City Area Details
Richard (Rich) M. Galipo's Merrill Lynch Experience September 1982 - January 1984
Job District Sales Manager NY/NJ at Luxottica USA Eyewear Wholesale
Industry Apparel & Fashion
Experience
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

Gray Daus, AWMA®, CIMA® Gray Daus, AWMA®, CIMA® Charlotte, North Carolina Area Details
Gray Daus, AWMA®, CIMA®'s Merrill Lynch Experience December 2000 - May 2002
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Heather Adrion Heather Adrion Beachwood, New Jersey Details
Heather Adrion's Merrill Lynch Experience September 2014 - Present
Job Small Business Owner of Be Shore Wellness
Industry Health, Wellness and Fitness
Experience
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

Chappy Hollis Chappy Hollis Greater Nashville Area Details
Chappy Hollis's Merrill Lynch Experience May 2000 - November 2008
Job Institutional Consultant at UBS
Industry Financial Services
Experience
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

Jennifer Maruca Jennifer Maruca Greater New York City Area Details
Jennifer Maruca's Merrill Lynch Experience May 1994 - December 1998
Job Director of Advisory Development and Integrated Planning at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Steve Del Mauro Steve Del Mauro Montville, New Jersey Details
Steve Del Mauro's Merrill Lynch Experience September 2009 - December 2009
Job Law Clerk at Calcagni and Kanefsky
Industry Law Practice
Experience
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

LIANGZHEN LI LIANGZHEN LI Jersey City, New Jersey Details
LIANGZHEN LI's Merrill Lynch Experience July 2013 - Present
Job Software Engineering at Merrill Lynch
Industry Financial Services
Experience
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

James (Jimmy) Spanos James (Jimmy) Spanos Harrisburg, Pennsylvania Area Details
James (Jimmy) Spanos's Merrill Lynch Experience September 2015 - Present
Job Shippensburg University Graduate
Industry Financial Services
Experience
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

Lee Vaughan Lee Vaughan Nashville, Tennessee Details
Lee Vaughan's Merrill Lynch Experience September 2003 - February 2012
Job Managing Partner at COVA Wealth Management
Industry Financial Services
Experience
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

Trisha Singh Trisha Singh Greater New York City Area Details
Trisha Singh's Merrill Lynch Experience March 2014 - Present
Job Private Banking Intern at Merrill Lynch
Industry Financial Services
Experience
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

Elizabeth Hallissy Salbod Elizabeth Hallissy Salbod Greater New York City Area Details
Elizabeth Hallissy Salbod's Merrill Lynch Experience June 2003 - July 2008
Job Licensed Real Estate Salesperson at Hallissy Group, LLC
Industry Real Estate
Experience
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

Mason Freelin Mason Freelin Greenville, South Carolina Details
Mason Freelin's Merrill Lynch Experience June 2005 - September 2005
Job Financial Advisor/Investment Advisor Representative at Norris Financial Group
Industry Financial Services
Experience
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

Karen Lin Karen Lin Greater Los Angeles Area Details
Karen Lin's Merrill Lynch Experience August 2008 - December 2008
Job Senior Revenue Accountant
Industry Accounting
Experience
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

Scott Calhoun Scott Calhoun Clifton Park, New York Details
Scott Calhoun's Merrill Lynch Experience July 2006 - Present
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
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

Stephanie A. Segovia Stephanie A. Segovia Greater New York City Area Details
Stephanie A. Segovia's Merrill Lynch Experience October 2011 - June 2013
Job Branch Operations Manager at PNC
Industry Financial Services
Experience
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

Andrew Pleat, CFP® Andrew Pleat, CFP® United States Details
Andrew Pleat, CFP®'s Merrill Lynch Experience August 2012 - Present
Job Assistant Vice PresidentSenior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Demetri Andros Demetri Andros Toronto, Canada Area Details
Demetri Andros's Merrill Lynch Experience May 2005 - January 2008
Job Managing Director, Colliers International, Valuations & Advisory Services
Industry Real Estate
Experience
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

Michael R. Cregan Michael R. Cregan Houston, Texas Details
Michael R. Cregan's Merrill Lynch Experience July 2015 - Present
Job Global Wealth Management Intern at Merrill Lynch
Industry Market Research
Experience
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

Mark Zhang Mark Zhang Greater New York City Area Details
Mark Zhang's Merrill Lynch Experience August 2007 - May 2008
Job Independent IT Architecture Consulting
Industry Investment Banking
Experience
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

Kelly Imschweiler Kelly Imschweiler Greater New York City Area Details
Kelly Imschweiler's Merrill Lynch Experience 1996 - 1998
Job Vice President at Pascale & LaMorte, LLC
Industry Staffing and Recruiting
Experience
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

Calvin Lo, CFA Calvin Lo, CFA Greater New York City Area Details
Calvin Lo, CFA's Merrill Lynch Experience 2005 - 2007
Job Managing Director
Industry Financial Services
Experience
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

Owen Ho Owen Ho Greater Seattle Area Details
Owen Ho's Merrill Lynch Experience July 2004 - January 2005
Job Analytics Manager at Razorfish
Industry Marketing and Advertising
Experience
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

Kelly Flett Kelly Flett Charlotte, North Carolina Details
Kelly Flett's Merrill Lynch Experience 2006 - 2006
Job Marketing Associate at ImagineSoftware (Technology Partners, Inc.)
Industry Marketing and Advertising
Experience
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

Michelle Bada Michelle Bada Edison, New Jersey Details
Michelle Bada's Merrill Lynch Experience February 1998 - Present
Job Sr. Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Michael Wang, CFA Michael Wang, CFA Greater New York City Area Details
Michael Wang, CFA's Merrill Lynch Experience March 2007 - May 2008
Job
Industry Investment Banking
Experience
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

Ken Topolewski Ken Topolewski United States Details
Ken Topolewski's Merrill Lynch Experience vice presidentmerrill lynch1996 - 2007
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   vice presidentmerrill lynch1996 - 2007

Education
Seton Hall University School of Law   2000 — 2004
JD, Law

The College of New Jersey   1992 — 1996

Kelly Mulholland Kelly Mulholland Greater Philadelphia Area Details
Kelly Mulholland's Merrill Lynch Experience April 2001 - May 2003
Job Talent Management & Development
Industry Financial Services
Experience
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

Joseph Luksis Joseph Luksis Atlanta, Georgia Details
Joseph Luksis's Merrill Lynch Experience August 1993 - September 1999
Job seeking employment
Industry Investment Banking
Experience
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

Robert Santarpia Robert Santarpia Greater New York City Area Details
Robert Santarpia's Merrill Lynch Experience Financial AdvisorMorgan Stanley2002 - 2004
Job Institutional Sales Assistant at Merrill Lynch
Industry Financial Services
Experience
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

Charlie Ardis Charlie Ardis Greater Philadelphia Area Details
Charlie Ardis's Merrill Lynch Experience 1993 - 2003
Job Operations Manager at International Fund Services (NA) LLC, A State Street Company
Industry Accounting
Experience
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

Vinay Patange Vinay Patange Greater New York City Area Details
Vinay Patange's Merrill Lynch Experience August 2007 - November 2008
Job Data Architect at Fannie Mae
Industry Financial Services
Experience
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

Sandy (Shan) Lan Sandy (Shan) Lan Greater New York City Area Details
Sandy (Shan) Lan's Merrill Lynch Experience 2005 - 2006
Job Database DBA/Developer
Industry Computer Software
Experience
Polymouth Rock Insurance Group   2006 - Present
Deloitte & Touche  2006 - 2006
Merrill Lynch   2005 - 2006

Education
Shanghai International Studies University

Thomas Oram Thomas Oram Greater New York City Area Details
Thomas Oram's Merrill Lynch Experience DirectorBank of America Merrill Lynch2005 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   DirectorBank of America Merrill Lynch2005 - Present
Bear Stearns  2000 - 2005

Education
Seton Hall University   1994 — 1998

Michael Genovese Michael Genovese Greater New York City Area Details
Michael Genovese's Merrill Lynch Experience 1995 - 2001
Job Financial Products Specialist at Internal Revenue Service
Industry Financial Services
Experience
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

Ty Wilkinson Ty Wilkinson Harrisburg, Pennsylvania Area Details
Ty Wilkinson's Merrill Lynch Experience July 1996 - January 2000
Job Vice President at Santander Investment Services
Industry Financial Services
Experience
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

Ian Murphy ACMA CMA(Ab) Ian Murphy ACMA CMA(Ab) Calgary, Canada Area Details
Ian Murphy ACMA CMA(Ab)'s Merrill Lynch Experience 1998 - 1999
Job Vice President Enterprise Risk Management and Chief Compliance Officer at ATB Financial
Industry Financial Services
Experience
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 April Heath Miami/Fort Lauderdale Area Details
April Heath's Merrill Lynch Experience 2001 - 2004
Job Sole Proprietor at April Heath, LMT
Industry Health, Wellness and Fitness
Experience
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

Sunil Gudhka Sunil Gudhka Greater New York City Area Details
Sunil Gudhka's Merrill Lynch Experience June 1996 - August 1999
Job Founder/CEO at MedicallyEquipped.com
Industry Wholesale
Experience
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

Cesar Meza Cesar Meza Toronto, Canada Area Details
Cesar Meza's Merrill Lynch Experience September 2007 - September 2008
Job Independent Senior BI Consultant
Industry Financial Services
Experience
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

Lindy Raad Lindy Raad Charlotte, North Carolina Area Details
Lindy Raad's Merrill Lynch Experience August 2010 - Present
Job Investment Assistant at Merrill Lynch
Industry Investment Management
Experience
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

Catherine DeBoeser Catherine DeBoeser Allentown, Pennsylvania Area Details
Catherine DeBoeser's Merrill Lynch Experience 1993 - January 2003
Job Administrative Assistant, Arbor Ins Group
Industry Insurance
Experience
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

Susan Shapcott Susan Shapcott Greater New York City Area Details
Susan Shapcott's Merrill Lynch Experience June 2004 - June 2008
Job AVP IT @ Barclays
Industry Financial Services
Experience
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

Angela Barone, MBA Angela Barone, MBA Albany, New York Area Details
Angela Barone, MBA's Merrill Lynch Experience January 2008 - September 2011
Job Account Manager at First Niagara Insurance
Industry Insurance
Experience
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

Stefanie Hallman Stefanie Hallman Greater Philadelphia Area Details
Stefanie Hallman's Merrill Lynch Experience July 2008 - December 2009
Job Director of Human Resources at QualTek USA, LLC
Industry Human Resources
Experience
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

Thomas Gipson Thomas Gipson Greater New York City Area Details
Thomas Gipson's Merrill Lynch Experience July 2011 - May 2015
Job Stock Loan Senior Specialist Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Susan Pinto Susan Pinto Greater New York City Area Details
Susan Pinto's Merrill Lynch Experience 1998 - 2001
Job CFO at Currie and Brown
Industry Management Consulting
Experience
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

M. Camp Kilcollin, Jr. M. Camp Kilcollin, Jr. Washington D.C. Metro Area Details
M. Camp Kilcollin, Jr.'s Merrill Lynch Experience February 2014 - Present
Job at
Industry Government Relations
Experience
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

Toni Rice Toni Rice Greater New York City Area Details
Toni Rice's Merrill Lynch Experience Sr. Case AnalystMerrill Lynch2006 - 2008
Job Sr. Case Analyst at Merrill Lynch
Industry Insurance
Experience
Merrill Lynch   Sr. Case AnalystMerrill Lynch2006 - 2008

Education
Shippensburg University of Pennsylvania   1984 — 1989
BS, Political Science

Craig Dell Craig Dell Washington D.C. Metro Area Details
Craig Dell's Merrill Lynch Experience 1996 - Present
Job VIce President, Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   1996 - Present

Education
Shepherd University

Susanne Baran Susanne Baran Greater New York City Area Details
Susanne Baran's Merrill Lynch Experience Operations InternMerrill LynchJune 2004 - August 2004
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
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

Patricia Boyle Barnes Patricia Boyle Barnes Greater Philadelphia Area Details
Patricia Boyle Barnes's Merrill Lynch Experience January 2003 - June 2008
Job Operation Analyst, eVestment
Industry Information Technology and Services
Experience
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

Cory Figman Cory Figman Greater New York City Area Details
Cory Figman's Merrill Lynch Experience 2001 - 2006
Job Vice President at BNY Mellon
Industry Law Practice
Experience
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

Robert J Herold, CFP® CDFA™ Robert J Herold, CFP® CDFA™ Greater New York City Area Details
Robert J Herold, CFP® CDFA™'s Merrill Lynch Experience May 1998 - May 2010
Job Adjunct Professor at Fairleigh Dickinson University
Industry Financial Services
Experience
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

Frank Wawrzyniak Frank Wawrzyniak Jacksonville, Florida Area Details
Frank Wawrzyniak's Merrill Lynch Experience March 1992 - March 2009
Job Loan Advisor at HomeSource Lending
Industry Financial Services
Experience
HomeSource Lending   May 2009 - Present
Merrill Lynch   March 1992 - March 2009

Education
Siena College   1983 — 1986
Marketing/Management, Marketing, Management and Finance

Brian Sawicki Brian Sawicki Greater New York City Area Details
Brian Sawicki's Merrill Lynch Experience October 2007 - February 2010
Job Collateral Management at BlueMountain Capital Management
Industry Financial Services
Experience
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

Matthew Frye, CFP® Matthew Frye, CFP® Harrisburg, Pennsylvania Area Details
Matthew Frye, CFP®'s Merrill Lynch Experience January 2009 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Sue Sterling Sue Sterling Greater New York City Area Details
Sue Sterling's Merrill Lynch Experience August 1994 - January 1996
Job Contractor at Kelly Services
Industry Pharmaceuticals
Experience
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

Ronald Sivick Ronald Sivick Dallas/Fort Worth Area Details
Ronald Sivick's Merrill Lynch Experience June 2009 - August 2009
Job Credit Sales Manager
Industry Management Consulting
Experience
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

Nicholas DeVore Nicholas DeVore Greater Chicago Area Details
Nicholas DeVore's Merrill Lynch Experience May 2011 - August 2012
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
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

Rich Dworzak CFP ® Rich Dworzak CFP ® Greater New York City Area Details
Rich Dworzak CFP ®'s Merrill Lynch Experience July 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Angela Kuzmeskus Angela Kuzmeskus Washington D.C. Metro Area Details
Angela Kuzmeskus's Merrill Lynch Experience May 1990 - November 2000
Job Financial
Industry Financial Services
Experience
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

Toni Rice Toni Rice Union, New Jersey Details
Toni Rice's Merrill Lynch Experience September 2006 - Present
Job Sr. Case Analyst at Merrill Lynch
Industry Financial Services
Experience
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

Jude Qian Jude Qian Chino Hills, California Details
Jude Qian's Merrill Lynch Experience October 2011 - November 2011
Job Tax LL.M. Graduate
Industry Accounting
Experience
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

Robert McKeon Robert McKeon Greater New York City Area Details
Robert McKeon's Merrill Lynch Experience June 1998 - May 2002
Job Senior Director, Chief Fiduciary Officer at Capital One
Industry Financial Services
Experience
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

Susanne Baran Susanne Baran Greater New York City Area Details
Susanne Baran's Merrill Lynch Experience July 2005 - July 2009
Job Middle Office Clerk at ICAP
Industry Financial Services
Experience
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

Russ Purdy Russ Purdy Columbia, South Carolina Area Details
Russ Purdy's Merrill Lynch Experience April 2013 - Present
Job Financial AdvisorTCG & Associates
Industry Financial Services
Experience
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

Meshel (Mike) Atrache Meshel (Mike) Atrache Toronto, Canada Area Details
Meshel (Mike) Atrache's Merrill Lynch Experience January 2015 - Present
Job Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
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

Leon Hu Leon Hu Greater New York City Area Details
Leon Hu's Merrill Lynch Experience February 2014 - Present
Job AVP at Merrill Lynch
Industry Financial Services
Experience
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

Ryan Shontz, CFA Ryan Shontz, CFA Greater Philadelphia Area Details
Ryan Shontz, CFA's Merrill Lynch Experience October 2005 - September 2006
Job Head of Performance Americas at Aberdeen Asset Management
Industry Financial Services
Experience
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

Kevin D. Millard, CFP® Kevin D. Millard, CFP® Greater Philadelphia Area Details
Kevin D. Millard, CFP®'s Merrill Lynch Experience March 2008 - February 2009
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
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

Hui Kong Hui Kong New York, New York Details
Hui Kong's Merrill Lynch Experience November 2012 - Present
Job VP at Merrill Lynch
Industry Investment Banking
Experience
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

Robert Starosciak Robert Starosciak Greater New York City Area Details
Robert Starosciak's Merrill Lynch Experience June 1985 - June 2003
Job Vice President, Portfolio Manager at Morgan Stanley
Industry Financial Services
Experience
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

Hui Chen Hui Chen Greater New York City Area Details
Hui Chen's Merrill Lynch Experience May 2013 - Present
Job Quantitative Developer
Industry Capital Markets
Experience
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

Tim McManus Tim McManus Jacksonville, Florida Area Details
Tim McManus's Merrill Lynch Experience January 1984 - February 2004
Job CEO at McManus Associates
Industry Professional Training & Coaching
Experience
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

Linda Flynn, QKA, QPA Linda Flynn, QKA, QPA Greater Philadelphia Area Details
Linda Flynn, QKA, QPA's Merrill Lynch Experience August 1995 - March 1997
Job Training Coordinator at Ascensus
Industry Financial Services
Experience
Ascensus  New Business CoordinatorBISYS Retirement ServicesMarch 1997 - February 2002
Merrill Lynch   August 1995 - March 1997

Education
Shippensburg University of Pennsylvania   1991 — 1995
BSBA, Finance

Thomas Paradise Thomas Paradise Tampa/St. Petersburg, Florida Area Details
Thomas Paradise's Merrill Lynch Experience July 2008 - November 2010
Job Managing Member Moradas Ridge LLC
Industry Real Estate
Experience
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

Craig Bisagna Craig Bisagna Greater New York City Area Details
Craig Bisagna's Merrill Lynch Experience February 2012 - February 2014
Job Compliance at National Securities
Industry Financial Services
Experience
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

Susan McDowell Susan McDowell Greater New York City Area Details
Susan McDowell's Merrill Lynch Experience April 1999 - September 2006
Job Morgan Stanley
Industry Financial Services
Experience
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

Enrique Mercado Enrique Mercado Miami, Florida Details
Enrique Mercado's Merrill Lynch Experience July 1997 - December 1998
Job EFG Capital International
Industry Financial Services
Experience
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

Cathy Garman Cathy Garman Allentown, Pennsylvania Details
Cathy Garman's Merrill Lynch Experience 2000 - 2011
Job Master Tax Preparer at H&R Block
Industry Financial Services
Experience
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

Rossanna Hayek Rossanna Hayek South Orange, New Jersey Details
Rossanna Hayek's Merrill Lynch Experience 1982 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   1982 - Present

Education
Seton Hall University

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