Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Tom Sewell Tom Sewell's Merrill Lynch Experience 2001 - 2007
Job Chief Innovation Officer at mcgarrybowen
Industry Marketing and Advertising
Experience
mcgarrybowen May 2015 - Present
mcgarrybowen May 2014 - Present
mcgarrybowen 2008 - May 2014
Merrill Lynch 2001 - 2007
Lot21 2000 - 2001
Young & Rubicam 1997 - 2000
Skills
Digital Strategy, Integrated Marketing, Digital Marketing, Creative Strategy, Advertising, Branding & Identity, Social Media, Interactive Marketing, Marketing, Management, Digital Media, Mobile Marketing, LinkedIn, B2B, Content Strategy, Craft Beer, Online Advertising
Education
Siena College 1992 — 1996
Bachelor of Arts (B.A.), History
mcgarrybowen May 2015 - Present
mcgarrybowen May 2014 - Present
mcgarrybowen 2008 - May 2014
Merrill Lynch 2001 - 2007
Lot21 2000 - 2001
Young & Rubicam 1997 - 2000
Skills
Digital Strategy, Integrated Marketing, Digital Marketing, Creative Strategy, Advertising, Branding & Identity, Social Media, Interactive Marketing, Marketing, Management, Digital Media, Mobile Marketing, LinkedIn, B2B, Content Strategy, Craft Beer, Online Advertising
Education
Siena College 1992 — 1996
Bachelor of Arts (B.A.), History
Scott Moulton Scott Moulton's Merrill Lynch Experience April 2009 - April 2012
Job Regional Sales Executive Consumer and Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2013 - Present
Key Private Bank April 2012 - June 2013
Merrill Lynch April 2009 - April 2012
Bank of America 2008 - April 2009
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Wealth Management, Credit Analysis, Credit, Investments, Mortgage Lending, Private Banking, Series 7, Retail Banking, Sales, Series 63, Small Business Lending
Education
Siena College 1989 — 1993
Bachelor of Science, Accounting and Finance
Waterford Halfmoon High School 1985 — 1989
High School
Merrill Edge June 2013 - Present
Key Private Bank April 2012 - June 2013
Merrill Lynch April 2009 - April 2012
Bank of America 2008 - April 2009
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Wealth Management, Credit Analysis, Credit, Investments, Mortgage Lending, Private Banking, Series 7, Retail Banking, Sales, Series 63, Small Business Lending
Education
Siena College 1989 — 1993
Bachelor of Science, Accounting and Finance
Waterford Halfmoon High School 1985 — 1989
High School
Josh Sweeney Josh Sweeney's Merrill Lynch Experience June 2011 - October 2011
Job Internal Wholesaler at The Arbitrage Funds
Industry Financial Services
Experience
The Arbitrage Funds February 2012 - Present
Merrill Lynch June 2011 - October 2011
Secure Solution Associates June 2006 - September 2009
Skills
Series 7, Alternative Investments, Series 63, Investments, Financial Analysis, Mutual Funds, CFA Level 1 Completed
Education
University of Florida 2010 — 2011
Master of Science, Finance
Siena College 2007 — 2010
Bachelor of Science, Finance
The Arbitrage Funds February 2012 - Present
Merrill Lynch June 2011 - October 2011
Secure Solution Associates June 2006 - September 2009
Skills
Series 7, Alternative Investments, Series 63, Investments, Financial Analysis, Mutual Funds, CFA Level 1 Completed
Education
University of Florida 2010 — 2011
Master of Science, Finance
Siena College 2007 — 2010
Bachelor of Science, Finance
James Morrill's Merrill Lynch Experience July 2010 - November 2010
Job 68W Combat Medic
Industry Military
Experience
U.S. Army April 2013 - Present
Sprint July 2012 - January 2013
Best Buy September 2011 - July 2012
Fry's Electronics May 2011 - August 2011
Merrill Lynch July 2010 - November 2010
Education
Sierra College 2011 — 2012
Buisiness/Criminal Justice
Rocklin High School 2006 — 2010
High School diploma
U.S. Army April 2013 - Present
Sprint July 2012 - January 2013
Best Buy September 2011 - July 2012
Fry's Electronics May 2011 - August 2011
Merrill Lynch July 2010 - November 2010
Education
Sierra College 2011 — 2012
Buisiness/Criminal Justice
Rocklin High School 2006 — 2010
High School diploma
Amy Bellesbach's Merrill Lynch Experience November 2013 - Present
Job Senior Registered Client Associate for Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Spectrum Wealth Partners November 2010 - November 2013
Sagemark Consulting February 2007 - October 2010
Skills
Client Services, Life Insurance, Investment Advisory, Mutual Funds, Business Relationship..., Wealth Management..., Personal Financial...
Education
Sonoma State University 2003 — 2006
Bachelor of the Arts, Communications
Merrill Lynch November 2013 - Present
Spectrum Wealth Partners November 2010 - November 2013
Sagemark Consulting February 2007 - October 2010
Skills
Client Services, Life Insurance, Investment Advisory, Mutual Funds, Business Relationship..., Wealth Management..., Personal Financial...
Education
Sonoma State University 2003 — 2006
Bachelor of the Arts, Communications
Alex Pavelock's Merrill Lynch Experience May 2012 - September 2012
Job Associate Client Advisor at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Minich MacGregor Wealth Management September 2012 - December 2012
Merrill Lynch May 2012 - September 2012
J. Patrick & Associates May 2011 - August 2012
Bright Horizons at Casperkill June 2007 - August 2010
Skills
Microsoft Word, Social Media, Telecommunications, PowerPoint, Microsoft Excel, Sales
Education
Skidmore College 2010 — 2014
BA, Business and Economics, Honors, Delta Omicron Epsilon
Bessemer Trust July 2014 - Present
Brown Brothers Harriman June 2013 - August 2013
Minich MacGregor Wealth Management September 2012 - December 2012
Merrill Lynch May 2012 - September 2012
J. Patrick & Associates May 2011 - August 2012
Bright Horizons at Casperkill June 2007 - August 2010
Skills
Microsoft Word, Social Media, Telecommunications, PowerPoint, Microsoft Excel, Sales
Education
Skidmore College 2010 — 2014
BA, Business and Economics, Honors, Delta Omicron Epsilon
Erik Nero Erik Nero's Merrill Lynch Experience September 2004 - September 2005
Job VP, Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
J.P. Morgan September 2008 - November 2011
Charles Schwab September 2005 - September 2008
Merrill Lynch September 2004 - September 2005
JPMorgan Chase December 2002 - September 2004
Merrill Lynch May 1999 - December 2002
BNY Mellon June 1998 - May 1999
Education
Siena College 1994 — 1998
BA, English Language and Literature, General
Fidelity Investments November 2011 - Present
J.P. Morgan September 2008 - November 2011
Charles Schwab September 2005 - September 2008
Merrill Lynch September 2004 - September 2005
JPMorgan Chase December 2002 - September 2004
Merrill Lynch May 1999 - December 2002
BNY Mellon June 1998 - May 1999
Education
Siena College 1994 — 1998
BA, English Language and Literature, General
Suzanne Leocopoulos Suzanne Leocopoulos's Merrill Lynch Experience 1985 - 2003
Job Manager of Information Delivery at Gen Re
Industry Financial Services
Experience
Gen Re 2010 - Present
BRP/Grenier Financial Services January 2007 - September 2010
Holyoke Community College June 2004 - December 2006
Merrill Lynch 1985 - 2003
Merrill Lynch January 2000 - February 2002
Merrill Lynch September 1998 - January 2000
Skills
Enterprise Architecture, Business Intelligence, Enterprise Software, IT Strategy, Cross-functional Team..., Financial Services, Governance, SAP Implementation, SAP BI, QlikView, Microsoft BI Suite, Microsoft SQL Server, Analysis, SDLC, IT Service Management, Creative Problem Solving, Collaborative
Education
NYU Stern School of Business
MBA, Finance
Smith College
B.A., American Studies
Gen Re 2010 - Present
BRP/Grenier Financial Services January 2007 - September 2010
Holyoke Community College June 2004 - December 2006
Merrill Lynch 1985 - 2003
Merrill Lynch January 2000 - February 2002
Merrill Lynch September 1998 - January 2000
Skills
Enterprise Architecture, Business Intelligence, Enterprise Software, IT Strategy, Cross-functional Team..., Financial Services, Governance, SAP Implementation, SAP BI, QlikView, Microsoft BI Suite, Microsoft SQL Server, Analysis, SDLC, IT Service Management, Creative Problem Solving, Collaborative
Education
NYU Stern School of Business
MBA, Finance
Smith College
B.A., American Studies
Jordan Platisa's Merrill Lynch Experience March 2012 - May 2012
Job Product Manager at Belkin International
Industry Financial Services
Experience
Belkin International November 2014 - Present
Belkin July 2012 - November 2014
Merrill Lynch March 2012 - May 2012
Deluxe Media Services May 2011 - August 2011
Harb&Co. Realtor May 2007 - August 2009
Ascent Media Corporation,Global Entertainment Media Company May 2008 - August 2008
Skills
Excel, Access, Outlook, PowerPoint, Microsoft Office, Google Docs, Microsoft Excel, Photoshop
Education
Sonoma State University 2008 — 2012
BS, Business, Finance Concentration
Belkin International November 2014 - Present
Belkin July 2012 - November 2014
Merrill Lynch March 2012 - May 2012
Deluxe Media Services May 2011 - August 2011
Harb&Co. Realtor May 2007 - August 2009
Ascent Media Corporation,Global Entertainment Media Company May 2008 - August 2008
Skills
Excel, Access, Outlook, PowerPoint, Microsoft Office, Google Docs, Microsoft Excel, Photoshop
Education
Sonoma State University 2008 — 2012
BS, Business, Finance Concentration
Ernest Barvoets Ernest Barvoets's Merrill Lynch Experience February 2012 - February 2013
Job Sales and Marketing Associate at New York Legal Publishing Corp.
Industry Financial Services
Experience
New York Legal Publishing Corp. February 2014 - Present
The Ayco Company, L.P. February 2013 - February 2014
Merrill Lynch February 2012 - February 2013
Stockbridge Capital, LLC January 2010 - February 2012
New York Legal Publishing Corp. 2006 - 2010
NAI Platform Realty June 2008 - August 2008
Skills
Investments, Series 7, Series 63, Wealth Management, Strategic Financial..., Due Diligence, Equities, Asset Management, Financial Analysis, Investment Strategies, Finance
Education
Siena College 2006 — 2010
Bachelor of Arts, Major: Economics, Minor:Business Admin
New York Legal Publishing Corp. February 2014 - Present
The Ayco Company, L.P. February 2013 - February 2014
Merrill Lynch February 2012 - February 2013
Stockbridge Capital, LLC January 2010 - February 2012
New York Legal Publishing Corp. 2006 - 2010
NAI Platform Realty June 2008 - August 2008
Skills
Investments, Series 7, Series 63, Wealth Management, Strategic Financial..., Due Diligence, Equities, Asset Management, Financial Analysis, Investment Strategies, Finance
Education
Siena College 2006 — 2010
Bachelor of Arts, Major: Economics, Minor:Business Admin
Heather (Macys) Petrie Heather (Macys) Petrie's Merrill Lynch Experience October 1995 - May 2001
Job HR Professional/Communications
Industry Public Relations and Communications
Experience
St. Peter Academy September 2007 - Present
Advance Publications Inc./Fairchild Publications June 2001 - September 2002
Merrill Lynch October 1995 - May 2001
Skills
Public Relations, Admissions, Communication, Special Events..., Team Leadership, Problem Solving, Office Administration, Human Resources, Fundraising, Leadership, Marketing, Social Media, Social Media Marketing, Social Networking, Microsoft Word, Team Building, Public Speaking
Education
Siena College 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General/Communications
St. Peter Academy September 2007 - Present
Advance Publications Inc./Fairchild Publications June 2001 - September 2002
Merrill Lynch October 1995 - May 2001
Skills
Public Relations, Admissions, Communication, Special Events..., Team Leadership, Problem Solving, Office Administration, Human Resources, Fundraising, Leadership, Marketing, Social Media, Social Media Marketing, Social Networking, Microsoft Word, Team Building, Public Speaking
Education
Siena College 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General/Communications
Denise Mandeau Denise Mandeau's Merrill Lynch Experience November 2004 - February 2011
Job CoFounder P3D Consulting LLC Workplace Dynamics Specialist
Industry Professional Training & Coaching
Experience
P3D Consulting February 2012 - Present
Full Potential Life Coaching July 2008 - Present
Compass October 2009 - October 2012
Merrill Lynch November 2004 - February 2011
Access Wealth Planning 1994 - 2004
Everything's Organic 1993 - 2002
New Image Plants 1991 - 2000
The New England Financial 1990 - 1994
Skills
Coaching, Entrepreneur, Financial Planning, Executive Coaching, Personal Development, Career Development, Entrepreneurship, Strategic Financial..., Business Coaching, Sales coaching, Career Strategist, Leadership, Training, Life Coaching, Public Speaking, Team Building, Leadership Development, Small Business, Sales, Risk Management, Marketing, Business Development, Workshop Facilitation
Education
Skidmore College 1979 — 1983
BS
IPEC - Institute for Professional Excellence in Coaching 2007 — 2007
Landmark Education 2006 — 2011
Introduction Leader, Human Transformation
Profit Point 14 2013 — 2015
Master Student
Experts Academy
P3D Consulting February 2012 - Present
Full Potential Life Coaching July 2008 - Present
Compass October 2009 - October 2012
Merrill Lynch November 2004 - February 2011
Access Wealth Planning 1994 - 2004
Everything's Organic 1993 - 2002
New Image Plants 1991 - 2000
The New England Financial 1990 - 1994
Skills
Coaching, Entrepreneur, Financial Planning, Executive Coaching, Personal Development, Career Development, Entrepreneurship, Strategic Financial..., Business Coaching, Sales coaching, Career Strategist, Leadership, Training, Life Coaching, Public Speaking, Team Building, Leadership Development, Small Business, Sales, Risk Management, Marketing, Business Development, Workshop Facilitation
Education
Skidmore College 1979 — 1983
BS
IPEC - Institute for Professional Excellence in Coaching 2007 — 2007
Landmark Education 2006 — 2011
Introduction Leader, Human Transformation
Profit Point 14 2013 — 2015
Master Student
Experts Academy
Lana Shapiro Lana Shapiro's Merrill Lynch Experience October 2013 - March 2015
Job Marketing Manager at the Humane Society of Yuma
Industry Marketing and Advertising
Experience
Humane Society of Yuma March 2015 - Present
Merrill Lynch October 2013 - March 2015
Merrill Lynch September 2012 - October 2013
Boot Camp H2O October 2009 - 2013
Boot Camp H2O LLC October 2009 - May 2012
Skills
Start-ups, Marketing, Customer Service, Microsoft Excel, PowerPoint, Public Relations, Coaching, Research, Social Media, Marketing Strategy, Marketing Communications, New Business Development, Project Management, Strategic Planning, Microsoft Word, Market Research, Strategic Communications, Master Scheduling, Program Management, Contract Negotiations, Staff Management, Staff Training, Project Planning, Content Management, public, Content Strategy, Content Marketing, Financial Reporting, Strategic Financial..., Operating Budgets, Financial Planning, Brand Development
Education
Soka University of America 2005 — 2009
B.A, Liberal Arts and Sciences, General Studies and Humanities
Soka University of America 2005 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Humane Society of Yuma March 2015 - Present
Merrill Lynch October 2013 - March 2015
Merrill Lynch September 2012 - October 2013
Boot Camp H2O October 2009 - 2013
Boot Camp H2O LLC October 2009 - May 2012
Skills
Start-ups, Marketing, Customer Service, Microsoft Excel, PowerPoint, Public Relations, Coaching, Research, Social Media, Marketing Strategy, Marketing Communications, New Business Development, Project Management, Strategic Planning, Microsoft Word, Market Research, Strategic Communications, Master Scheduling, Program Management, Contract Negotiations, Staff Management, Staff Training, Project Planning, Content Management, public, Content Strategy, Content Marketing, Financial Reporting, Strategic Financial..., Operating Budgets, Financial Planning, Brand Development
Education
Soka University of America 2005 — 2009
B.A, Liberal Arts and Sciences, General Studies and Humanities
Soka University of America 2005 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Brian Lowry's Merrill Lynch Experience September 2011 - January 2012
Job Portfolio Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
BNY Mellon July 2012 - January 2014
Merrill Lynch September 2011 - January 2012
Saratoga Town Court June 2011 - August 2011
Skills
Research, Microsoft Excel, Analysis, PowerPoint, Social Media
Education
Skidmore College 2008 — 2012
Bachelor of Arts (B.A.), Cum Laude
St. George's School 2004 — 2008
BNY Mellon January 2014 - Present
BNY Mellon July 2012 - January 2014
Merrill Lynch September 2011 - January 2012
Saratoga Town Court June 2011 - August 2011
Skills
Research, Microsoft Excel, Analysis, PowerPoint, Social Media
Education
Skidmore College 2008 — 2012
Bachelor of Arts (B.A.), Cum Laude
St. George's School 2004 — 2008
Sarah Kenyon Sarah Kenyon's Merrill Lynch Experience January 2010 - April 2010
Job AVP, Global Financial Business Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance March 2013 - November 2014
Eaton Vance November 2011 - March 2013
Eaton Vance June 2010 - November 2011
Merrill Lynch January 2010 - April 2010
Bath Savings Institution May 2009 - January 2010
Education
Simmons College 2006 — 2010
B.S., Financial Mathematics, Economics, Statistics
Morse High School 2002 — 2006
Eaton Vance November 2014 - Present
Eaton Vance March 2013 - November 2014
Eaton Vance November 2011 - March 2013
Eaton Vance June 2010 - November 2011
Merrill Lynch January 2010 - April 2010
Bath Savings Institution May 2009 - January 2010
Education
Simmons College 2006 — 2010
B.S., Financial Mathematics, Economics, Statistics
Morse High School 2002 — 2006
Paula Pedowitz Paula Pedowitz's Merrill Lynch Experience November 2011 - September 2013
Job MBA Candidate, Tuck School of Business at Dartmouth
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2015 - June 2015
Bank of America Merrill Lynch September 2013 - January 2015
Merrill Lynch November 2011 - September 2013
Merrill Lynch August 2010 - November 2011
Merrill Lynch June 2009 - August 2009
Skills
Outlook, Public Speaking, Data Analysis, Customer Service, Editing, Fundraising, Social Networking, Finance, Marketing, Leadership, Public Relations
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (MBA)
Skidmore College 2006 — 2010
BA, Philosophy, Management & Business
Bank of America Merrill Lynch February 2015 - June 2015
Bank of America Merrill Lynch September 2013 - January 2015
Merrill Lynch November 2011 - September 2013
Merrill Lynch August 2010 - November 2011
Merrill Lynch June 2009 - August 2009
Skills
Outlook, Public Speaking, Data Analysis, Customer Service, Editing, Fundraising, Social Networking, Finance, Marketing, Leadership, Public Relations
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (MBA)
Skidmore College 2006 — 2010
BA, Philosophy, Management & Business
Veronica Pine CFP® ChFC® Veronica Pine CFP® ChFC®'s Merrill Lynch Experience June 2000 - September 2004
Job CVP Planning Case Consultant
Industry Financial Services
Experience
New York Life Insurance Company May 2014 - Present
USAA February 2013 - March 2014
Patriot Financial May 2010 - December 2012
UBS October 2004 - April 2010
Merrill Lynch June 2000 - September 2004
Wachovia Securities September 1995 - April 2000
Skills
Stress Management, Real Estate, Real Estate Transactions, Strategic Planning, Estate Planning, Retirement Planning, Life Insurance, New Business Development, Finance, Financial Analysis, Investments, Securities, Wealth, Portfolio Management, Retirement
Education
Siena College 1991 — 1995
Bachelor of Science, Economics
Institute for Integrative Nutrition
Certified Holistic Health Coach, Health Coaching
New York Life Insurance Company May 2014 - Present
USAA February 2013 - March 2014
Patriot Financial May 2010 - December 2012
UBS October 2004 - April 2010
Merrill Lynch June 2000 - September 2004
Wachovia Securities September 1995 - April 2000
Skills
Stress Management, Real Estate, Real Estate Transactions, Strategic Planning, Estate Planning, Retirement Planning, Life Insurance, New Business Development, Finance, Financial Analysis, Investments, Securities, Wealth, Portfolio Management, Retirement
Education
Siena College 1991 — 1995
Bachelor of Science, Economics
Institute for Integrative Nutrition
Certified Holistic Health Coach, Health Coaching
Richard R. Leo Richard R. Leo's Merrill Lynch Experience June 2010 - August 2010
Job Analyst, Corporate P&A at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Morgan Stanley Wealth Management December 2012 - July 2014
Morgan Stanley Smith Barney July 2012 - December 2012
The Ayco Company, L.P., a Goldman Sachs Company August 2011 - May 2012
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg Certified..., Morningstar, Capital IQ, Bloomberg, Finance, Mutual Funds, Equities, Bloomberg Terminal, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Investments, Thompson One, Corporate Finance, Microsoft Office, Series 7, Wealth Management, Portfolio Management
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance
JPMorgan Chase July 2014 - Present
Morgan Stanley Wealth Management December 2012 - July 2014
Morgan Stanley Smith Barney July 2012 - December 2012
The Ayco Company, L.P., a Goldman Sachs Company August 2011 - May 2012
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg Certified..., Morningstar, Capital IQ, Bloomberg, Finance, Mutual Funds, Equities, Bloomberg Terminal, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Investments, Thompson One, Corporate Finance, Microsoft Office, Series 7, Wealth Management, Portfolio Management
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance
Matthew Santangelo's Merrill Lynch Experience September 1996 - June 2011
Job Senior Wealth Strategist at Northern Trust
Industry Investment Management
Experience
Northern Trust July 2011 - Present
Mitra Biotech 2009 - January 2015
USS Constitution Museum 2014 - 2014
Merrill Lynch September 1996 - June 2011
UNICEF 2007 - 2010
Merrill Lynch Trust Company February 1994 - August 1996
US Navy May 1987 - May 1995
Bessemer Trust February 1992 - December 1993
Zeron Capital Management 1991 - 1991
Skills
Strategic Financial..., Investment Strategies, Fiduciary, Philanthropy, Wealth Management..., High Net Worth..., Asset Allocation, Liquidity Events, Investment Management, Wealth Management, Goals Based Planning, Investments, Wealth, Finance, Trusts, Estate Planning, Asset Management, Alternative Investments, Due Diligence, Portfolio Management
Education
ABA National Graduate Trust School (at Northwestern University) 1993 — 1995
CTFA, fiduciary law, gift & estate taxation, financial planning, investment management
Skidmore College 1983 — 1987
BA, Government
Barnstable High School 1979 — 1983
diploma, college prep
Northern Trust July 2011 - Present
Mitra Biotech 2009 - January 2015
USS Constitution Museum 2014 - 2014
Merrill Lynch September 1996 - June 2011
UNICEF 2007 - 2010
Merrill Lynch Trust Company February 1994 - August 1996
US Navy May 1987 - May 1995
Bessemer Trust February 1992 - December 1993
Zeron Capital Management 1991 - 1991
Skills
Strategic Financial..., Investment Strategies, Fiduciary, Philanthropy, Wealth Management..., High Net Worth..., Asset Allocation, Liquidity Events, Investment Management, Wealth Management, Goals Based Planning, Investments, Wealth, Finance, Trusts, Estate Planning, Asset Management, Alternative Investments, Due Diligence, Portfolio Management
Education
ABA National Graduate Trust School (at Northwestern University) 1993 — 1995
CTFA, fiduciary law, gift & estate taxation, financial planning, investment management
Skidmore College 1983 — 1987
BA, Government
Barnstable High School 1979 — 1983
diploma, college prep
Jennifer Pyle Jennifer Pyle's Merrill Lynch Experience June 2010 - Present
Job Vice President, Wealth Management Banker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Wealth Management..., Retirement Planning, Securities Lending, Equities, Securities, Financial Advisory, FINRA, Private Banking, Portfolio Management, Mutual Funds, Investments
Education
Sonoma State University 1998 — 2002
Bachelor of Science (BS), Business Marketing
Merrill Lynch June 2010 - Present
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Wealth Management..., Retirement Planning, Securities Lending, Equities, Securities, Financial Advisory, FINRA, Private Banking, Portfolio Management, Mutual Funds, Investments
Education
Sonoma State University 1998 — 2002
Bachelor of Science (BS), Business Marketing
Joel Heffren's Merrill Lynch Experience December 2010 - May 2012
Job Territory Sales Manager at Skilled Wound Care
Industry Financial Services
Experience
Skilled Wound Care April 2015 - Present
Principal Financial Group May 2012 - February 2015
Merrill Lynch December 2010 - May 2012
Bank of America Home Loans May 2009 - November 2010
Wells Fargo August 2005 - April 2009
Wells Fargo Financial March 2002 - August 2005
Skills
Series 7, Wealth Management, Consumer Lending, Retirement Planning, Mortgage, Mutual Funds, Reporting & Analysis, Portfolio Management, Securities, Options, Asset Management, Retirement, Financial Planning, Credit, Mortgage Banking, Equities, Banking, Asset, Investments, Fixed Income, Loans, Deposits, Series 66, Retail Banking, Cash Management, Insurance, Risk Management, Credit Risk, Ad Hoc Reporting, Derivatives, Credit Cards, Risk, Defined Benefit, Technical Analysis, Funding, Investment Banking, Bloomberg, Business Relationship..., Financial Markets, Financial Analysis, Capital Markets, Estate Planning, Pensions, Trading, Structured Products, Asset Allocation, Financial Modeling, Long Term Care, AML
Education
Sonoma State University 1996 — 2000
Business, Business and Finance
Skilled Wound Care April 2015 - Present
Principal Financial Group May 2012 - February 2015
Merrill Lynch December 2010 - May 2012
Bank of America Home Loans May 2009 - November 2010
Wells Fargo August 2005 - April 2009
Wells Fargo Financial March 2002 - August 2005
Skills
Series 7, Wealth Management, Consumer Lending, Retirement Planning, Mortgage, Mutual Funds, Reporting & Analysis, Portfolio Management, Securities, Options, Asset Management, Retirement, Financial Planning, Credit, Mortgage Banking, Equities, Banking, Asset, Investments, Fixed Income, Loans, Deposits, Series 66, Retail Banking, Cash Management, Insurance, Risk Management, Credit Risk, Ad Hoc Reporting, Derivatives, Credit Cards, Risk, Defined Benefit, Technical Analysis, Funding, Investment Banking, Bloomberg, Business Relationship..., Financial Markets, Financial Analysis, Capital Markets, Estate Planning, Pensions, Trading, Structured Products, Asset Allocation, Financial Modeling, Long Term Care, AML
Education
Sonoma State University 1996 — 2000
Business, Business and Finance
Mark Stedina Mark Stedina's Merrill Lynch Experience 1995 - 1997
Job Mortgage Loan Officer, Vice President at United Community Bank
Industry Financial Services
Experience
United Community Bank January 2015 - Present
Certus Bank April 2014 - December 2014
Fifth Third Bank December 2010 - April 2014
Wells Fargo March 2009 - December 2010
Wachovia Mortgage Corp. July 2005 - March 2009
Wachovia Bank December 1997 - July 2005
Merrill Lynch 1995 - 1997
Skills
Mortgage Underwriting, Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Refinance, Consumer Lending, Investment Properties, Credit, Financial Advisory, Real Estate, Investments, Finance, Residential Mortgages, FHA, Private Banking
Education
Skidmore College 1988 — 1992
South Kent School 1985 — 1988
United Community Bank January 2015 - Present
Certus Bank April 2014 - December 2014
Fifth Third Bank December 2010 - April 2014
Wells Fargo March 2009 - December 2010
Wachovia Mortgage Corp. July 2005 - March 2009
Wachovia Bank December 1997 - July 2005
Merrill Lynch 1995 - 1997
Skills
Mortgage Underwriting, Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Refinance, Consumer Lending, Investment Properties, Credit, Financial Advisory, Real Estate, Investments, Finance, Residential Mortgages, FHA, Private Banking
Education
Skidmore College 1988 — 1992
South Kent School 1985 — 1988
Byron Williamson Byron Williamson's Merrill Lynch Experience March 2006 - December 2008
Job WilliamsonRhoades Investment Strategies
Industry Financial Services
Experience
Morgan Stanley January 2009 - December 2013
Merrill Lynch March 2006 - December 2008
Empire Stone, Inc. March 1999 - July 2004
Education
Simpson College 1974 — 1978
Morgan Stanley January 2009 - December 2013
Merrill Lynch March 2006 - December 2008
Empire Stone, Inc. March 1999 - July 2004
Education
Simpson College 1974 — 1978
Danika Wukich's Merrill Lynch Experience September 2014 - Present
Job Alternative Investments
Industry Investment Management
Experience
Merrill Lynch September 2014 - Present
PNC June 2012 - August 2014
PNC August 2009 - June 2012
The Colville Committee February 2009 - January 2010
PNC July 2008 - July 2009
The McCord Committee January 2008 - June 2008
Luke Ravenstahl for Mayor January 2007 - January 2008
Skills
Series 7, Series 66, Finance, Management, Financial Services, Alternative Investments, Public Speaking, Marketing, Mergers, Banking, Strategic Planning, Leadership
Education
Slippery Rock University of Pennsylvania
Merrill Lynch September 2014 - Present
PNC June 2012 - August 2014
PNC August 2009 - June 2012
The Colville Committee February 2009 - January 2010
PNC July 2008 - July 2009
The McCord Committee January 2008 - June 2008
Luke Ravenstahl for Mayor January 2007 - January 2008
Skills
Series 7, Series 66, Finance, Management, Financial Services, Alternative Investments, Public Speaking, Marketing, Mergers, Banking, Strategic Planning, Leadership
Education
Slippery Rock University of Pennsylvania
Jennifer Eck Jennifer Eck's Merrill Lynch Experience April 2013 - September 2014
Job Mall Administrator/Executive Assistant at Towne Mall
Industry Retail
Experience
Towne Mall Galleria October 2014 - Present
Merrill Lynch April 2013 - September 2014
Morgan Stanley February 2006 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Problem Solving, Deposits, Accounts Payable, Accounts Receivable, Communication, Series 7, Series 63, Order Management, Business Correspondence, Opening New Accounts, Document Management, Contract Management, Inventory Control
Education
Sinclair Community College 2010 — 2015
Criminal Justice/Law Enforcement Administration
Sinclair Community College 2010 — 2015
Criminal Justice and Corrections
Towne Mall Galleria October 2014 - Present
Merrill Lynch April 2013 - September 2014
Morgan Stanley February 2006 - April 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Problem Solving, Deposits, Accounts Payable, Accounts Receivable, Communication, Series 7, Series 63, Order Management, Business Correspondence, Opening New Accounts, Document Management, Contract Management, Inventory Control
Education
Sinclair Community College 2010 — 2015
Criminal Justice/Law Enforcement Administration
Sinclair Community College 2010 — 2015
Criminal Justice and Corrections
EUGENE (GENE) PAULSEN EUGENE (GENE) PAULSEN's Merrill Lynch Experience January 1995 - August 2003
Job SVP NATIONAL DIRECTOR , PRACTICE BUILDING CONSULTING at Gravity Investments & Gravity Capital Partners
Industry Financial Services
Experience
Gravity Investments & Gravity Capital Partners May 2015 - Present
Gravity Investments & Gravity Capital Partners January 2015 - May 2015
Gravity Investments, Gravity Capital Partners April 2014 - January 2015
GENE PAULSEN May 2012 - March 2013
PNC October 2004 - April 2012
NATIONAL CITY WEALTH FINANCIAL ADVISORS August 2003 - October 2004
Merrill Lynch January 1995 - August 2003
Skills
Sales, Investments, Mergers & Acquisitions, Marketing, New Business Development, Finance, Financial Services, Sales Management, Marketing Strategy, Sales Process, Customer Retention, Small Business, Financial Advisory, Wealth Management, Financial Analysis, Credit, Risk Management, Loans
Education
Siena College
Bachelor of Science (BS), FINANCE
Gravity Investments & Gravity Capital Partners May 2015 - Present
Gravity Investments & Gravity Capital Partners January 2015 - May 2015
Gravity Investments, Gravity Capital Partners April 2014 - January 2015
GENE PAULSEN May 2012 - March 2013
PNC October 2004 - April 2012
NATIONAL CITY WEALTH FINANCIAL ADVISORS August 2003 - October 2004
Merrill Lynch January 1995 - August 2003
Skills
Sales, Investments, Mergers & Acquisitions, Marketing, New Business Development, Finance, Financial Services, Sales Management, Marketing Strategy, Sales Process, Customer Retention, Small Business, Financial Advisory, Wealth Management, Financial Analysis, Credit, Risk Management, Loans
Education
Siena College
Bachelor of Science (BS), FINANCE
Jeffrey Gonyo's Merrill Lynch Experience June 1993 - July 2003
Job Divisional President Steward Partners Global Advisory, Founding Partner and Wealth Manager
Industry Financial Services
Experience
Steward Partners Global Advisory May 2014 - Present
Morgan Stanley Smith Barney July 2003 - May 2014
Morgan Stanley Smith Barney 2007 - 2011
Merrill Lynch June 1993 - July 2003
Skills
Finance, Wealth Management..., Bonds, Fixed Income, Financial Services, Fixed Annuities, Wealth, High Net Worth..., Hedge Funds, Options, Financial Planners, Capital Markets
Education
Siena College 1991 — 1993
Bachelor of Science, Finance
SUNY Plattsburgh 1989 — 1991
Accounting and Finance
Steward Partners Global Advisory May 2014 - Present
Morgan Stanley Smith Barney July 2003 - May 2014
Morgan Stanley Smith Barney 2007 - 2011
Merrill Lynch June 1993 - July 2003
Skills
Finance, Wealth Management..., Bonds, Fixed Income, Financial Services, Fixed Annuities, Wealth, High Net Worth..., Hedge Funds, Options, Financial Planners, Capital Markets
Education
Siena College 1991 — 1993
Bachelor of Science, Finance
SUNY Plattsburgh 1989 — 1991
Accounting and Finance
Jonathan Tellstone, AAMS®'s Merrill Lynch Experience 1996 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1996 - Present
Skills
Retirement Planning, Estate Planning, Tactical Planning, Financial Analysis, Financial Services, 401k, Equity Indexed Annuities, Residential Mortgages, Commercial Mortgages
Education
Siena College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Merrill Lynch 1996 - Present
Skills
Retirement Planning, Estate Planning, Tactical Planning, Financial Analysis, Financial Services, 401k, Equity Indexed Annuities, Residential Mortgages, Commercial Mortgages
Education
Siena College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Val Ferrara, AIF®, CRPC Val Ferrara, AIF®, CRPC's Merrill Lynch Experience June 2004 - December 2007
Job Senior Trust Sales Rep. at Wilmington Trust Retirement and Institutional Services Company
Industry Financial Services
Experience
Wilmington Trust Retirement and Institutional Services Company July 2015 - Present
BlackRock January 2008 - June 2015
Merrill Lynch June 2004 - December 2007
Skills
Mutual Funds, Public Speaking, Asset Allocation, Financial Advisory, Sales, Asset Management, Finance, Series 63, Financial Analysis, Investments, Series 7, Fixed Income, ETFs, Equities
Education
Siena College 2000 — 2004
BA, Finance
South Side High School
Wilmington Trust Retirement and Institutional Services Company July 2015 - Present
BlackRock January 2008 - June 2015
Merrill Lynch June 2004 - December 2007
Skills
Mutual Funds, Public Speaking, Asset Allocation, Financial Advisory, Sales, Asset Management, Finance, Series 63, Financial Analysis, Investments, Series 7, Fixed Income, ETFs, Equities
Education
Siena College 2000 — 2004
BA, Finance
South Side High School
Charles Aguilar, C.P.A. Charles Aguilar, C.P.A.'s Merrill Lynch Experience August 2010 - December 2010
Job Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2012 - Present
Merrill Lynch August 2010 - December 2010
Pacific Coast E&S April 2009 - December 2010
TFP Property Management July 2005 - August 2006
Skills
QuickBooks, Accounts Payable, Accounting, Accounts Receivable, Financial Analysis, Fixed Assets, Financial Statements, Internal Controls, Cost Accounting, Cash Flow, Budgets, Bank Reconciliation, Invoicing, Finance, Account Reconciliation, Auditing, GAAP, Financial Accounting, US GAAP, Revenue Recognition, Financial Reporting, General Ledger, Sarbanes-Oxley Act, External Audit, CPA, Journal Entries, Bookkeeping, Assurance, Payroll, Time Management, Spreadsheets
Education
Semester at Sea - UVA 2011 — 2011
Business Administration, Finance
Sonoma State University 2006 — 2010
Bachelor of Science, Business Administration; Accounting and Financial Management Concentration.
Grant Thornton LLP October 2012 - Present
Merrill Lynch August 2010 - December 2010
Pacific Coast E&S April 2009 - December 2010
TFP Property Management July 2005 - August 2006
Skills
QuickBooks, Accounts Payable, Accounting, Accounts Receivable, Financial Analysis, Fixed Assets, Financial Statements, Internal Controls, Cost Accounting, Cash Flow, Budgets, Bank Reconciliation, Invoicing, Finance, Account Reconciliation, Auditing, GAAP, Financial Accounting, US GAAP, Revenue Recognition, Financial Reporting, General Ledger, Sarbanes-Oxley Act, External Audit, CPA, Journal Entries, Bookkeeping, Assurance, Payroll, Time Management, Spreadsheets
Education
Semester at Sea - UVA 2011 — 2011
Business Administration, Finance
Sonoma State University 2006 — 2010
Bachelor of Science, Business Administration; Accounting and Financial Management Concentration.
Jeff Burnham's Merrill Lynch Experience October 2010 - October 2014
Job Financial Consultant at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. October 2014 - Present
Merrill Lynch October 2010 - October 2014
Citizens Bank September 2009 - October 2010
Bank of America August 2006 - April 2009
Smith Barney May 2000 - October 2002
Paine Webber December 1996 - May 2000
Skills
Series 7, Retirement Planning, Securities, Mortgage, Wealth Management, Credit, Investments, Banking, Retirement, Insurance, Mutual Funds, Series 66, Financial Services, Investment Advisory, Asset Allocation, Relationship Management, Financial Advisory, Uniform Combined State..., Finance, Series 63, Mortgage Lending, Portfolio Management, Loans, Financial Planning, Asset Management, Financial Analysis, Management, Retail Banking, Risk Management, Fixed Income, Equities, Consumer Lending, Loan Origination, Small Business Lending, Wealth Management...
Education
University of Massachusetts Boston 1995 — 1998
MBA, Finance
Siena College 1976 — 1980
Bachelor's Degree, Psychology
Citizens Financial Group, Inc. October 2014 - Present
Merrill Lynch October 2010 - October 2014
Citizens Bank September 2009 - October 2010
Bank of America August 2006 - April 2009
Smith Barney May 2000 - October 2002
Paine Webber December 1996 - May 2000
Skills
Series 7, Retirement Planning, Securities, Mortgage, Wealth Management, Credit, Investments, Banking, Retirement, Insurance, Mutual Funds, Series 66, Financial Services, Investment Advisory, Asset Allocation, Relationship Management, Financial Advisory, Uniform Combined State..., Finance, Series 63, Mortgage Lending, Portfolio Management, Loans, Financial Planning, Asset Management, Financial Analysis, Management, Retail Banking, Risk Management, Fixed Income, Equities, Consumer Lending, Loan Origination, Small Business Lending, Wealth Management...
Education
University of Massachusetts Boston 1995 — 1998
MBA, Finance
Siena College 1976 — 1980
Bachelor's Degree, Psychology
Patrick Traynor Patrick Traynor's Merrill Lynch Experience May 2006 - September 2006
Job Internal Wholesaler
Industry Financial Services
Experience
AXA Equitable July 2011 - Present
SMB Capital October 2008 - June 2011
SMB Capital October 2008 - July 2009
Michael R. Traynor Esq June 2005 - September 2008
MetLife February 2007 - May 2007
Merrill Lynch May 2006 - September 2006
Skills
Equities, Securities, Hedge Funds, Trading, Equity Trading, Investments, Series 63, Fixed Income, Portfolio Management, Mutual Funds, Trading Systems
Education
Siena College 2003 — 2007
Bachelors, Marketing and Management
AXA Equitable July 2011 - Present
SMB Capital October 2008 - June 2011
SMB Capital October 2008 - July 2009
Michael R. Traynor Esq June 2005 - September 2008
MetLife February 2007 - May 2007
Merrill Lynch May 2006 - September 2006
Skills
Equities, Securities, Hedge Funds, Trading, Equity Trading, Investments, Series 63, Fixed Income, Portfolio Management, Mutual Funds, Trading Systems
Education
Siena College 2003 — 2007
Bachelors, Marketing and Management
Katherine Doran Katherine Doran's Merrill Lynch Experience 2003 - 2004
Job Senior Marketing & Communications Professional
Industry Marketing and Advertising
Experience
Financial Marketing & Communications February 2014 - Present
Charles Schwab & Co., Inc. April 2013 - January 2014
Nomura International plc 2004 - 2009
Merrill Lynch 2003 - 2004
Carr Futures 2000 - 2003
Skills
Management, Leadership, Business Strategy, Marketing, Product Marketing, Marketing Strategy, Marketing Communications, Corporate Communications, Public Relations, Public Speaking, Equity Derivatives, Project Management, Writing, Website Development, Web Project Management, Web Content, Editing
Education
Sonoma State University 2010 — 2011
Master of Business Administration (MBA), Business Management, Marketing and Wine, 3.94
The Johns Hopkins University 1996 — 2000
BA, Political Science & French, 3.61
Financial Marketing & Communications February 2014 - Present
Charles Schwab & Co., Inc. April 2013 - January 2014
Nomura International plc 2004 - 2009
Merrill Lynch 2003 - 2004
Carr Futures 2000 - 2003
Skills
Management, Leadership, Business Strategy, Marketing, Product Marketing, Marketing Strategy, Marketing Communications, Corporate Communications, Public Relations, Public Speaking, Equity Derivatives, Project Management, Writing, Website Development, Web Project Management, Web Content, Editing
Education
Sonoma State University 2010 — 2011
Master of Business Administration (MBA), Business Management, Marketing and Wine, 3.94
The Johns Hopkins University 1996 — 2000
BA, Political Science & French, 3.61
Liz Richardson Cantrell's Merrill Lynch Experience January 1983 - January 1987
Job Executive Recruiter at Aetna
Industry Financial Services
Experience
Aetna August 2015 - Present
BlackRock March 2015 - Present
UBS September 2012 - November 2014
BlueStar Search Partners January 2007 - September 2012
Richardson Consulting January 2002 - December 2006
J.H. McCann & Co 2002 - 2003
KORN FERRY INTERNATIONAL January 1999 - December 2002
IBM/ROLM January 1987 - December 1991
Merrill Lynch January 1983 - January 1987
Skills
Hedge Funds, Prime Brokerage, Capital Markets, Investor Relations, Portfolio Management, Buy-side, Sell Side, Equities, Asset Management, Fixed Income, Alternative Investments, Fund Of Funds, Private Equity, Investments, Derivatives, Securities Lending, Asset Allocation, Investment Banking, Mutual Funds, Equity Research, Trading, Fund Administration, Valuation, Structured Products, Investment Strategies, Financial Markets, Securities, Capital Introduction, Global Macro, Investment Advisory, Asset, IPO, Venture Capital, Bonds, Managed Futures, Corporate Finance, Institutional Investors, ISDA, Equity Swaps, Structured Finance, Risk Management, Pension Funds, Securitization, Middle Office, Debt, Wealth Management, Equity Capital Markets, Loans, Credit, Compliance
Education
Skidmore College
BA, Sociology
Aetna August 2015 - Present
BlackRock March 2015 - Present
UBS September 2012 - November 2014
BlueStar Search Partners January 2007 - September 2012
Richardson Consulting January 2002 - December 2006
J.H. McCann & Co 2002 - 2003
KORN FERRY INTERNATIONAL January 1999 - December 2002
IBM/ROLM January 1987 - December 1991
Merrill Lynch January 1983 - January 1987
Skills
Hedge Funds, Prime Brokerage, Capital Markets, Investor Relations, Portfolio Management, Buy-side, Sell Side, Equities, Asset Management, Fixed Income, Alternative Investments, Fund Of Funds, Private Equity, Investments, Derivatives, Securities Lending, Asset Allocation, Investment Banking, Mutual Funds, Equity Research, Trading, Fund Administration, Valuation, Structured Products, Investment Strategies, Financial Markets, Securities, Capital Introduction, Global Macro, Investment Advisory, Asset, IPO, Venture Capital, Bonds, Managed Futures, Corporate Finance, Institutional Investors, ISDA, Equity Swaps, Structured Finance, Risk Management, Pension Funds, Securitization, Middle Office, Debt, Wealth Management, Equity Capital Markets, Loans, Credit, Compliance
Education
Skidmore College
BA, Sociology
Terri Tierney Clark Terri Tierney Clark's Merrill Lynch Experience January 1989 - January 1999
Job Career Advisor/Speaker/Best Selling Author:Learn, Work, Lead: What Your Mentor Won't Tell You, Principal Summit Equity
Industry Financial Services
Experience
Summit Leadership Advisors January 2014 - Present
Summit Equity Advisors March 2000 - Present
Merrill Lynch January 1989 - January 1999
Thomson McKinnon Securities 1983 - 1984
Warburg Paribas Becker 1981 - 1983
Skills
Private Equity, Investment Banking, Venture Capital, Due Diligence, Strategy, Emerging Markets, Fundraising, Management, Start-ups, Corporate Finance, Corporate Development, Equities, Restructuring, Investments, Valuation, Business Plan Developer, Gen Y Career Advice, Writing, Public Speaking, Career Development, Negotiation
Education
The Amos Tuck School at Dartmouth College 1984 — 1986
MBA, 1986
Smith College 1977 — 1981
AB, Economics
Summit Leadership Advisors January 2014 - Present
Summit Equity Advisors March 2000 - Present
Merrill Lynch January 1989 - January 1999
Thomson McKinnon Securities 1983 - 1984
Warburg Paribas Becker 1981 - 1983
Skills
Private Equity, Investment Banking, Venture Capital, Due Diligence, Strategy, Emerging Markets, Fundraising, Management, Start-ups, Corporate Finance, Corporate Development, Equities, Restructuring, Investments, Valuation, Business Plan Developer, Gen Y Career Advice, Writing, Public Speaking, Career Development, Negotiation
Education
The Amos Tuck School at Dartmouth College 1984 — 1986
MBA, 1986
Smith College 1977 — 1981
AB, Economics
Christine Hodes Christine Hodes's Merrill Lynch Experience 1991 - 1995
Job QA Analyst III at Gateway Ticketing Systems
Industry Computer Software
Experience
Gateway Ticketing Systems AVP, Project Test Lead / Quality Assurance TesterMerrill Lynch1995 - November 2001
Merrill Lynch 1991 - 1995
Merrill Lynch 1988 - 1991
Skills
Testing
Education
Slippery Rock University of Pennsylvania
Bachelor of Arts (B.A.), Communication - Public Relations
Gateway Ticketing Systems AVP, Project Test Lead / Quality Assurance TesterMerrill Lynch1995 - November 2001
Merrill Lynch 1991 - 1995
Merrill Lynch 1988 - 1991
Skills
Testing
Education
Slippery Rock University of Pennsylvania
Bachelor of Arts (B.A.), Communication - Public Relations
Balinda Ferrara Balinda Ferrara's Merrill Lynch Experience August 1980 - Present
Job Client Relationship Manager, Vice President
Industry Financial Services
Experience
Merrill Lynch August 1980 - Present
Dayton Board of Education June 1978 - August 1980
Skills
Financial Modeling, Investments, Fixed Income, Investment Banking, Portfolio Management, Mutual Funds, Valuation, Capital Markets, Derivatives, Customer Satisfaction, Customer Retention, Customer Service, Asset Allocation
Education
Sinclair Community College 1990 — 1993
Associate of Science (A.S.), Finance and Financial Management Services, A
Stivers-Patterson Cooperative HS 1976 — 1980
high school diploma, Business Administration and Management, General
Merrill Lynch August 1980 - Present
Dayton Board of Education June 1978 - August 1980
Skills
Financial Modeling, Investments, Fixed Income, Investment Banking, Portfolio Management, Mutual Funds, Valuation, Capital Markets, Derivatives, Customer Satisfaction, Customer Retention, Customer Service, Asset Allocation
Education
Sinclair Community College 1990 — 1993
Associate of Science (A.S.), Finance and Financial Management Services, A
Stivers-Patterson Cooperative HS 1976 — 1980
high school diploma, Business Administration and Management, General
Michael Alviar Michael Alviar's Merrill Lynch Experience November 1995 - Present
Job Vice President Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch November 1995 - Present
Skills
Investments, Series 7, Equities, Asset Management, Securities, Series 63, Wealth Management, Portfolio Management, Mutual Funds, Alternative Investments, Finance, Hedge Funds, Fixed Income, Financial Services, Asset Allocation, Financial Modeling, Management, Financial Analysis
Education
Skidmore College 1991 — 1995
BA, Government, Psychology
Riverdale Country School 1987 — 1991
Merrill Lynch November 1995 - Present
Skills
Investments, Series 7, Equities, Asset Management, Securities, Series 63, Wealth Management, Portfolio Management, Mutual Funds, Alternative Investments, Finance, Hedge Funds, Fixed Income, Financial Services, Asset Allocation, Financial Modeling, Management, Financial Analysis
Education
Skidmore College 1991 — 1995
BA, Government, Psychology
Riverdale Country School 1987 — 1991
Ryan Eskew Ryan Eskew's Merrill Lynch Experience July 2013 - January 2015
Job Officer, Operations Analyst Markets at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch July 2013 - January 2015
Bank of America June 2012 - July 2013
Bank of America October 2010 - June 2012
J.Crew August 2010 - December 2010
Bank of the West June 2007 - March 2010
Umpqua Bank April 2006 - March 2007
Skills
Banking, Customer Service, Coaching, Home Equity, Microsoft Office, Compliance, Accounting, Associate Engagement, Current Affairs, Subject Matter Experts, Training, Customer Experience, Loans, Microsoft Excel, Retail Banking, Risk Management, Finance, Financial Analysis, Analysis, Leadership, Sales
Education
Sonoma State University
Bachelor's Degree, Accounting and Financial Management
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch July 2013 - January 2015
Bank of America June 2012 - July 2013
Bank of America October 2010 - June 2012
J.Crew August 2010 - December 2010
Bank of the West June 2007 - March 2010
Umpqua Bank April 2006 - March 2007
Skills
Banking, Customer Service, Coaching, Home Equity, Microsoft Office, Compliance, Accounting, Associate Engagement, Current Affairs, Subject Matter Experts, Training, Customer Experience, Loans, Microsoft Excel, Retail Banking, Risk Management, Finance, Financial Analysis, Analysis, Leadership, Sales
Education
Sonoma State University
Bachelor's Degree, Accounting and Financial Management
Kristine Nations's Merrill Lynch Experience September 1993 - December 1993
Job President at Nations Executive Travel Service, Inc.
Industry Events Services
Experience
Nations Executive Travel Service, Inc. May 1994 - Present
Nations Executive Travel Service, Inc. May 1994 - Present
Chretien Point Plantation, LLC June 2002 - October 2009
Merrill Lynch September 1993 - December 1993
Skills
Meeting Planning, Luxury Travel Consultant, Event Management, Event Planning, Certified Travel..., Problem Solving, Organization, Spreadsheets, Travel, Trade Shows, Antiques, Coordinating Events, Private Events, Hospitality Industry, Hospitality Management, Tourism, New Business Development, Sales Management, Customer Service, Hotels, Sales, Marketing, Management, Microsoft Office
Education
University of the Pacific 1992 — 1994
Bachelor of Arts (B.A.), Economics and International Relations
London School of Economics and Political Science, U. of London 1993 — 1993
Exchange Program, European Union Economics
Sierra College 1990 — 1992
Associate of Science (A.S.), Business Administration, Management and Operations
Nations Executive Travel Service, Inc. May 1994 - Present
Nations Executive Travel Service, Inc. May 1994 - Present
Chretien Point Plantation, LLC June 2002 - October 2009
Merrill Lynch September 1993 - December 1993
Skills
Meeting Planning, Luxury Travel Consultant, Event Management, Event Planning, Certified Travel..., Problem Solving, Organization, Spreadsheets, Travel, Trade Shows, Antiques, Coordinating Events, Private Events, Hospitality Industry, Hospitality Management, Tourism, New Business Development, Sales Management, Customer Service, Hotels, Sales, Marketing, Management, Microsoft Office
Education
University of the Pacific 1992 — 1994
Bachelor of Arts (B.A.), Economics and International Relations
London School of Economics and Political Science, U. of London 1993 — 1993
Exchange Program, European Union Economics
Sierra College 1990 — 1992
Associate of Science (A.S.), Business Administration, Management and Operations
Liz Eagan Liz Eagan's Merrill Lynch Experience October 1996 - October 1998
Job Mgr. Welcome to Cape Cod Beach Buckets at Cape Abilities
Industry Nonprofit Organization Management
Experience
Cape Abilities October 2003 - Present
TOURCO January 1999 - October 2003
Merrill Lynch October 1996 - October 1998
Tullett and Tokyo Forex January 1985 - July 1996
Lasser Marshalls 1978 - 1984
Skills
Advertising, Event Planning, Non-profits, Fundraising, Social Media Marketing, Nonprofits, Public Speaking, Event Management, Social Media, Marketing Communications, New Business Development, Email Marketing, Marketing Strategy, Small Business, Marketing, Microsoft Office, Editing, Press Releases, Copywriting, Public Relations, Strategic Planning, Community Outreach, Media Relations, Social Networking
Education
Durfee High School, Fall River Ma
Smith College
AB, government, economics
Cape Abilities October 2003 - Present
TOURCO January 1999 - October 2003
Merrill Lynch October 1996 - October 1998
Tullett and Tokyo Forex January 1985 - July 1996
Lasser Marshalls 1978 - 1984
Skills
Advertising, Event Planning, Non-profits, Fundraising, Social Media Marketing, Nonprofits, Public Speaking, Event Management, Social Media, Marketing Communications, New Business Development, Email Marketing, Marketing Strategy, Small Business, Marketing, Microsoft Office, Editing, Press Releases, Copywriting, Public Relations, Strategic Planning, Community Outreach, Media Relations, Social Networking
Education
Durfee High School, Fall River Ma
Smith College
AB, government, economics
Natasha Pirani Natasha Pirani's Merrill Lynch Experience May 2004 - December 2008
Job Intermediate Financial Analyst at Bank of America Merrill Lynch
Industry Nonprofit Organization Management
Experience
Bank of America Merrill Lynch February 2015 - Present
Pixrani Photography January 2014 - Present
Bank of America Merrill Lynch June 2012 - December 2014
Fair Trade Vancouver June 2011 - June 2012
African Canadian Continuing Education Society February 2011 - May 2012
Simon Fraser University May 2011 - August 2011
Fair Trade Vancouver February 2011 - May 2011
RBC Dexia June 2010 - March 2011
MPS Executive Suites September 2009 - May 2010
Merrill Lynch May 2004 - December 2008
Skills
Software Documentation, International..., Data Analysis, Event Planning, Training, Research, Volunteer Management, Management, Non-profits, Sustainability, Data Entry, Public Speaking, Nonprofits, Community Outreach, Access, Project Planning, Fundraising, Salesforce.com, Strategic Planning, Microsoft Office
Education
Simon Fraser University 2009 — 2011
Bachelor of Arts, International Studies
York University 2003 — 2008
Bachelor of Administrative Studies, Finance
King's College School 2001 — 2003
Bank of America Merrill Lynch February 2015 - Present
Pixrani Photography January 2014 - Present
Bank of America Merrill Lynch June 2012 - December 2014
Fair Trade Vancouver June 2011 - June 2012
African Canadian Continuing Education Society February 2011 - May 2012
Simon Fraser University May 2011 - August 2011
Fair Trade Vancouver February 2011 - May 2011
RBC Dexia June 2010 - March 2011
MPS Executive Suites September 2009 - May 2010
Merrill Lynch May 2004 - December 2008
Skills
Software Documentation, International..., Data Analysis, Event Planning, Training, Research, Volunteer Management, Management, Non-profits, Sustainability, Data Entry, Public Speaking, Nonprofits, Community Outreach, Access, Project Planning, Fundraising, Salesforce.com, Strategic Planning, Microsoft Office
Education
Simon Fraser University 2009 — 2011
Bachelor of Arts, International Studies
York University 2003 — 2008
Bachelor of Administrative Studies, Finance
King's College School 2001 — 2003
Henry Roxas Henry Roxas's Merrill Lynch Experience December 2011 - July 2012
Job Project Manager at ANZ
Industry Financial Services
Experience
ANZ December 2014 - Present
ANZ July 2012 - November 2014
Merrill Lynch December 2011 - July 2012
Merrill Lynch June 2010 - November 2011
Shinsei Bank December 2009 - April 2010
United Overseas Bank-SMU Entrepreneurship Alliance October 2009 - December 2009
Merrill Lynch May 2009 - July 2009
Credit Suisse June 2008 - November 2008
Skills
Business Process..., Statistical Analysis..., Communications Strategy, Banking, Business Analysis, Business Process Design, Business Requirements, Change Management, Enterprise Architecture, Enterprise Software, IT Strategy, Management, Project Management, Project Planning, Requirements Gathering, Stakeholder Management, Strategic Communications, Testing, Risk Management
Education
Singapore Management University 2006 — 2010
Bachelor of Science Degree, Information Systems Management
Hauppauge High School 2000 — 2004
Diploma
ANZ December 2014 - Present
ANZ July 2012 - November 2014
Merrill Lynch December 2011 - July 2012
Merrill Lynch June 2010 - November 2011
Shinsei Bank December 2009 - April 2010
United Overseas Bank-SMU Entrepreneurship Alliance October 2009 - December 2009
Merrill Lynch May 2009 - July 2009
Credit Suisse June 2008 - November 2008
Skills
Business Process..., Statistical Analysis..., Communications Strategy, Banking, Business Analysis, Business Process Design, Business Requirements, Change Management, Enterprise Architecture, Enterprise Software, IT Strategy, Management, Project Management, Project Planning, Requirements Gathering, Stakeholder Management, Strategic Communications, Testing, Risk Management
Education
Singapore Management University 2006 — 2010
Bachelor of Science Degree, Information Systems Management
Hauppauge High School 2000 — 2004
Diploma
Diana Ciorega's Merrill Lynch Experience January 2003 - December 2005
Job Hiring & Operations Director
Industry Executive Office
Experience
LH Labs Corporation October 2014 - Present
Sutter Medical Center, Sacramento July 2012 - October 2014
Ranch Resort April 2011 - February 2012
California Rice Commission February 2008 - June 2010
Premier Mortgage Consulting February 2007 - January 2008
Sterling Mortgage September 2006 - February 2007
Merrill Lynch January 2003 - December 2005
Skills
Executive Office..., Organizational..., Highly detail oriented, Office Management, Travel Arrangements, Executive..., Operations Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Publisher, Customer Service, Google+, Phone Etiquette, Appointment Scheduling, Event Planning, Problem Solving, Critical Thinking, Project Management, Sales, Social Media, Executive Level..., Calendaring, Process Management, Video Production, Management, Leadership, Administration, Public Speaking, Strategic Planning
Education
Sierra College 2004 — 2006
Business Administration, Management and Operations
LH Labs Corporation October 2014 - Present
Sutter Medical Center, Sacramento July 2012 - October 2014
Ranch Resort April 2011 - February 2012
California Rice Commission February 2008 - June 2010
Premier Mortgage Consulting February 2007 - January 2008
Sterling Mortgage September 2006 - February 2007
Merrill Lynch January 2003 - December 2005
Skills
Executive Office..., Organizational..., Highly detail oriented, Office Management, Travel Arrangements, Executive..., Operations Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Publisher, Customer Service, Google+, Phone Etiquette, Appointment Scheduling, Event Planning, Problem Solving, Critical Thinking, Project Management, Sales, Social Media, Executive Level..., Calendaring, Process Management, Video Production, Management, Leadership, Administration, Public Speaking, Strategic Planning
Education
Sierra College 2004 — 2006
Business Administration, Management and Operations
Wayne Rowlands's Merrill Lynch Experience 1984 - 2007
Job CoFounder
Industry Internet
Experience
FaceAffinity January 2013 - Present
Sonoma Media Partners, Inc. December 2011 - Present
Rotary Means Business 2010 - Present
Morgan Stanley 2007 - Present
Rotary Club of Santa Rosa 2001 - Present
Merrill Lynch 1984 - 2007
Skills
Product Management, Start-ups, Business Development, Entrepreneurship, Strategic Partnerships, Leadership, Marketing Communications, Sales, Digital Marketing, Small Business, Digital Media, Social Media Marketing, Strategic Planning, Marketing, Online Advertising, Marketing Strategy, Strategy, Public Relations, E-commerce, Email Marketing, Social Networking, Management, Salesforce.com, Team Building, Public Speaking, Fundraising, Nonprofits
Education
Sonoma State University 1977 — 1981
Bachelor of Arts (B.A.), Biology, General
Montgomery High School Santa Rosa, California 1970 — 1973
High School Degree
FaceAffinity January 2013 - Present
Sonoma Media Partners, Inc. December 2011 - Present
Rotary Means Business 2010 - Present
Morgan Stanley 2007 - Present
Rotary Club of Santa Rosa 2001 - Present
Merrill Lynch 1984 - 2007
Skills
Product Management, Start-ups, Business Development, Entrepreneurship, Strategic Partnerships, Leadership, Marketing Communications, Sales, Digital Marketing, Small Business, Digital Media, Social Media Marketing, Strategic Planning, Marketing, Online Advertising, Marketing Strategy, Strategy, Public Relations, E-commerce, Email Marketing, Social Networking, Management, Salesforce.com, Team Building, Public Speaking, Fundraising, Nonprofits
Education
Sonoma State University 1977 — 1981
Bachelor of Arts (B.A.), Biology, General
Montgomery High School Santa Rosa, California 1970 — 1973
High School Degree
Adam Karageorge Adam Karageorge's Merrill Lynch Experience April 2013 - November 2013
Job JDMBA 2015
Industry Law Practice
Experience
Sheppard Mullin Richter & Hampton LLP June 2014 - August 2014
Merrill Lynch April 2013 - November 2013
United Nations June 2012 - December 2012
Sogang Language Academy July 2007 - July 2011
Robbins Geller Rudman & Dowd LLP June 2003 - July 2007
UCLA Daily Bruin January 2004 - June 2006
Communities in Harmony Advocating for Learning and Kids March 2002 - August 2002
Skills
Research, Non-profits, Teaching, Grant Writing, Legal, Business, Legal Research, Torts, International Human..., Securities Litigation, Corporate Law, Criminal Law, Fundraising, Public Speaking, Business Analytics, Spanish, Event Planning, Social Networking, Social Media, Facebook, PowerPoint, Legal Writing, Microsoft Office, Microsoft Excel, Nonprofits, Strategy, Training, Program Management, Public Policy, Data Analysis, Analysis, Policy Analysis, Leadership, Government, Curriculum Design, Editing, Community Outreach, Critical Thinking, International Relations, Westlaw, Qualitative Research, Public Relations, Politics, English, Lexis, International Law, Political Science, International..., Stata, Intercultural...
Education
University of San Francisco 2012 — 2015
Master of Business Administration (MBA)
University of San Francisco 2011 — 2015
Doctor of Law (JD), Law
University of California, Los Angeles 2002 — 2006
BA, Psychology, Anthropology minor
서강대학교 / Sogang University 2009 — 2011
Korean Language, Korean Language
San Francisco University High School 1998 — 2002
Diploma
Sheppard Mullin Richter & Hampton LLP June 2014 - August 2014
Merrill Lynch April 2013 - November 2013
United Nations June 2012 - December 2012
Sogang Language Academy July 2007 - July 2011
Robbins Geller Rudman & Dowd LLP June 2003 - July 2007
UCLA Daily Bruin January 2004 - June 2006
Communities in Harmony Advocating for Learning and Kids March 2002 - August 2002
Skills
Research, Non-profits, Teaching, Grant Writing, Legal, Business, Legal Research, Torts, International Human..., Securities Litigation, Corporate Law, Criminal Law, Fundraising, Public Speaking, Business Analytics, Spanish, Event Planning, Social Networking, Social Media, Facebook, PowerPoint, Legal Writing, Microsoft Office, Microsoft Excel, Nonprofits, Strategy, Training, Program Management, Public Policy, Data Analysis, Analysis, Policy Analysis, Leadership, Government, Curriculum Design, Editing, Community Outreach, Critical Thinking, International Relations, Westlaw, Qualitative Research, Public Relations, Politics, English, Lexis, International Law, Political Science, International..., Stata, Intercultural...
Education
University of San Francisco 2012 — 2015
Master of Business Administration (MBA)
University of San Francisco 2011 — 2015
Doctor of Law (JD), Law
University of California, Los Angeles 2002 — 2006
BA, Psychology, Anthropology minor
서강대학교 / Sogang University 2009 — 2011
Korean Language, Korean Language
San Francisco University High School 1998 — 2002
Diploma
Antoine Trépant Antoine Trépant's Merrill Lynch Experience January 2003 - May 2003
Job Director at C2FO
Industry Banking
Experience
C2FO June 2015 - Present
HSBC May 2014 - June 2015
BNP Paribas September 2010 - March 2014
NeedanApp? LLC January 2010 - September 2011
Unilever June 2008 - September 2009
London Forfaiting Company August 2006 - February 2008
JPMorgan Chase February 2006 - May 2006
Xerox July 2003 - February 2004
Merrill Lynch January 2003 - May 2003
Skills
Financial Modeling, Business Strategy, Business Development, Financial Analysis, Corporate Finance, Project Management, Finance, Emerging Markets, Marketing Strategy, Product Management, Banking, Business Analysis, Business Planning, Market Research, New Business Development, Entrepreneurship, Private Equity, Start-ups, Investments, Financial Services, Due Diligence, Management, Trade Finance, Strategic Partnerships, Portfolio Management, Leadership, Cross-functional Team...
Education
Thunderbird School of Global Management 2004 — 2005
MBA, International Management
University of San Diego 2001 — 2003
Bachelor, Business Administration
SKEMA Business School 1999 — 2001
EAI Tech Degree, International Business
C2FO June 2015 - Present
HSBC May 2014 - June 2015
BNP Paribas September 2010 - March 2014
NeedanApp? LLC January 2010 - September 2011
Unilever June 2008 - September 2009
London Forfaiting Company August 2006 - February 2008
JPMorgan Chase February 2006 - May 2006
Xerox July 2003 - February 2004
Merrill Lynch January 2003 - May 2003
Skills
Financial Modeling, Business Strategy, Business Development, Financial Analysis, Corporate Finance, Project Management, Finance, Emerging Markets, Marketing Strategy, Product Management, Banking, Business Analysis, Business Planning, Market Research, New Business Development, Entrepreneurship, Private Equity, Start-ups, Investments, Financial Services, Due Diligence, Management, Trade Finance, Strategic Partnerships, Portfolio Management, Leadership, Cross-functional Team...
Education
Thunderbird School of Global Management 2004 — 2005
MBA, International Management
University of San Diego 2001 — 2003
Bachelor, Business Administration
SKEMA Business School 1999 — 2001
EAI Tech Degree, International Business
Lauren Seedorf Lauren Seedorf's Merrill Lynch Experience July 2008 - December 2012
Job Senior Designer at Charlotte Barnes Interior Design
Industry Design
Experience
Charlotte Barnes Interior Design & Decoration LLC July 2015 - Present
myFace.org August 2013 - Present
Julie Vos January 2012 - 2013
Merrill Lynch July 2008 - December 2012
Merrill Lynch June 2006 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, AutoCAD
Education
New York School of Interior Design 2012 — 2014
Associate's degree, Interior Design
Siena College 2002 — 2006
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Charlotte Barnes Interior Design & Decoration LLC July 2015 - Present
myFace.org August 2013 - Present
Julie Vos January 2012 - 2013
Merrill Lynch July 2008 - December 2012
Merrill Lynch June 2006 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, AutoCAD
Education
New York School of Interior Design 2012 — 2014
Associate's degree, Interior Design
Siena College 2002 — 2006
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Julie Kwan Julie Kwan's Merrill Lynch Experience May 1999 - September 2001
Job Business Development Manager, Insurance
Industry Insurance
Experience
Doctors of BC January 2011 - Present
Great-West Life July 2006 - December 2010
Great-West Life October 2003 - June 2006
Merrill Lynch May 1999 - September 2001
Skills
Business Development, Employee Benefits, Estate Planning, Financial Planning, Financial Services, Insurance, Investments, Life Insurance, Marketing, Retirement Planning
Education
Hay Group 2011 — 2011
Leadership Training
Simon Fraser University 1998 — 2003
Bachelors of Business Administration, Marketing
Doctors of BC January 2011 - Present
Great-West Life July 2006 - December 2010
Great-West Life October 2003 - June 2006
Merrill Lynch May 1999 - September 2001
Skills
Business Development, Employee Benefits, Estate Planning, Financial Planning, Financial Services, Insurance, Investments, Life Insurance, Marketing, Retirement Planning
Education
Hay Group 2011 — 2011
Leadership Training
Simon Fraser University 1998 — 2003
Bachelors of Business Administration, Marketing
Derek M Coffey Derek M Coffey's Merrill Lynch Experience September 2013 - June 2015
Job Broker Associate
Industry Real Estate
Experience
Colorado Landmark Realtors July 2015 - Present
Merrill Lynch September 2013 - June 2015
Custom Personal Training July 2007 - July 2012
Mountainside Fitness 2005 - 2007
Skills
Finance, Leadership, Banking, Teamwork, Financial Analysis, Insurance, Investments, Wealth Management, Time Management, Analysis, Business Development, Business, Research, Entrepreneurship, Real Estate, Real Estate Transactions, Real Estate Financing, Real Property, Relationship Building, Marketing, Networking, Negotiation, Financial Services, Fitness
Education
Slippery Rock University of Pennsylvania 1994 — 1999
Bachelor of Science (BS), Finance/Marketing
Manheim Township High School 1988 — 1992
High School, General Studies
Colorado Landmark Realtors July 2015 - Present
Merrill Lynch September 2013 - June 2015
Custom Personal Training July 2007 - July 2012
Mountainside Fitness 2005 - 2007
Skills
Finance, Leadership, Banking, Teamwork, Financial Analysis, Insurance, Investments, Wealth Management, Time Management, Analysis, Business Development, Business, Research, Entrepreneurship, Real Estate, Real Estate Transactions, Real Estate Financing, Real Property, Relationship Building, Marketing, Networking, Negotiation, Financial Services, Fitness
Education
Slippery Rock University of Pennsylvania 1994 — 1999
Bachelor of Science (BS), Finance/Marketing
Manheim Township High School 1988 — 1992
High School, General Studies
Chris Castro Chris Castro's Merrill Lynch Experience February 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Wells Fargo Advisors July 2014 - January 2015
New York Life Insurance Company November 2013 - August 2014
Bank of the West November 2012 - November 2013
New York Life Insurance Company March 2012 - June 2012
Wells Fargo January 2011 - April 2012
Boys and Girls Clubs of Greater Santa Rosa January 2005 - March 2009
Skills
Customer Service, Management, Sales, Relationship Management, Insurance, Analysis, Finance, Microsoft Office, Public Speaking, Credit, Portfolio Management, Financial Planning, Retirement Planning
Education
UCLA 2011 — 2014
Certificate, Finance, Investment Management and Analysis
Sonoma State University 2006 — 2008
Bachelor of Arts, Sociology
Merrill Lynch February 2015 - Present
Wells Fargo Advisors July 2014 - January 2015
New York Life Insurance Company November 2013 - August 2014
Bank of the West November 2012 - November 2013
New York Life Insurance Company March 2012 - June 2012
Wells Fargo January 2011 - April 2012
Boys and Girls Clubs of Greater Santa Rosa January 2005 - March 2009
Skills
Customer Service, Management, Sales, Relationship Management, Insurance, Analysis, Finance, Microsoft Office, Public Speaking, Credit, Portfolio Management, Financial Planning, Retirement Planning
Education
UCLA 2011 — 2014
Certificate, Finance, Investment Management and Analysis
Sonoma State University 2006 — 2008
Bachelor of Arts, Sociology
Janet Gibson Janet Gibson's Merrill Lynch Experience January 2008 - July 2010
Job Sector SPDRs ETF Sales
Industry Financial Services
Experience
ALPS, A DST Company April 2013 - Present
Transamerica Capital October 2010 - April 2013
Merrill Lynch January 2008 - July 2010
E*Trade 2010 - 2010
Northwestern Mutual April 2007 - October 2007
Coldwell Banker Residential Brokerage January 2002 - January 2006
Northwestern Mutual Financial Network 1999 - 2001
Skills
Mutual Funds, Finance, Financial Advisory, Sales Management, ETFs, Investments, Customer Service, Financial Analysis, Banking, Account Management, New Business Development, Sales, Series 63, Series 7, Team Building, Strategic Planning, Risk Management, Microsoft Excel, Business Strategy, Series 6, Negotiation, Project Management, Microsoft Office, Microsoft Word, PowerPoint, Versatile,..., Leadership skills with..., Excellent written and..., Financial Services..., Salesforce.com, Territory..., Investment Strategies
Education
Skidmore College
BS, Business
ALPS, A DST Company April 2013 - Present
Transamerica Capital October 2010 - April 2013
Merrill Lynch January 2008 - July 2010
E*Trade 2010 - 2010
Northwestern Mutual April 2007 - October 2007
Coldwell Banker Residential Brokerage January 2002 - January 2006
Northwestern Mutual Financial Network 1999 - 2001
Skills
Mutual Funds, Finance, Financial Advisory, Sales Management, ETFs, Investments, Customer Service, Financial Analysis, Banking, Account Management, New Business Development, Sales, Series 63, Series 7, Team Building, Strategic Planning, Risk Management, Microsoft Excel, Business Strategy, Series 6, Negotiation, Project Management, Microsoft Office, Microsoft Word, PowerPoint, Versatile,..., Leadership skills with..., Excellent written and..., Financial Services..., Salesforce.com, Territory..., Investment Strategies
Education
Skidmore College
BS, Business
Kenneth Wright's Merrill Lynch Experience June 2011 - August 2011
Job Institutional Equity Sales at Canaccord Genuity Inc.
Industry
Experience
Canaccord Genuity Inc. April 2013 - Present
Merrill Lynch June 2011 - August 2011
Debeer Gait May 2010 - December 2010
Education
Siena College 2008 — 2012
Bachelor of Science, Management
garden city high school
Canaccord Genuity Inc. April 2013 - Present
Merrill Lynch June 2011 - August 2011
Debeer Gait May 2010 - December 2010
Education
Siena College 2008 — 2012
Bachelor of Science, Management
garden city high school
John Chip Montgomery's Merrill Lynch Experience January 2006 - January 2009
Job Executive Vice President at Premium Point Investments
Industry Financial Services
Experience
Premium Point Investments January 2014 - Present
Bank of America January 2006 - October 2013
Merrill Lynch January 2006 - January 2009
Skills
Banking, Management, Investment Banking, Asset Management, Business Development, CRM, Investment Management, Strategy, Alternative Investments, Relationship Management, Financial Services, Portfolio Management, Hedge Funds, Investments, Financial Markets
Education
Skidmore College
Bachelor of Science (B.S.), Business Administration and Management
Millbrook School
Diploma
Premium Point Investments January 2014 - Present
Bank of America January 2006 - October 2013
Merrill Lynch January 2006 - January 2009
Skills
Banking, Management, Investment Banking, Asset Management, Business Development, CRM, Investment Management, Strategy, Alternative Investments, Relationship Management, Financial Services, Portfolio Management, Hedge Funds, Investments, Financial Markets
Education
Skidmore College
Bachelor of Science (B.S.), Business Administration and Management
Millbrook School
Diploma
Alex Barnes's Merrill Lynch Experience June 2010 - August 2010
Job Business Development at SIMPLENIGHT
Industry Internet
Experience
SIMPLENIGHT November 2014 - Present
Pearl May 2015 - Present
Dowling & Partners June 2011 - October 2014
Wells Fargo Advisors February 2011 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Equity Research, Bloomberg, Valuation, Equities, Financial Modeling, Financial Analysis, Investments, Research, Market Research, Bloomberg Terminal, Securities, Sales, Wealth Management, Strategic Partnerships, CRM, Marketing, Microsoft Office, Social Media, Microsoft Excel
Education
Skidmore College 2007 — 2011
BA, Business-Economics
Kingswood-Oxford 2004 — 2007
SIMPLENIGHT November 2014 - Present
Pearl May 2015 - Present
Dowling & Partners June 2011 - October 2014
Wells Fargo Advisors February 2011 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Equity Research, Bloomberg, Valuation, Equities, Financial Modeling, Financial Analysis, Investments, Research, Market Research, Bloomberg Terminal, Securities, Sales, Wealth Management, Strategic Partnerships, CRM, Marketing, Microsoft Office, Social Media, Microsoft Excel
Education
Skidmore College 2007 — 2011
BA, Business-Economics
Kingswood-Oxford 2004 — 2007
Daniel Byrnes Daniel Byrnes's Merrill Lynch Experience 1993 - June 2000
Job Human Resources Professional/Realtor
Industry Human Resources
Experience
Coleman Realtors, LLC June 2002 - Present
Self Employed June 2000 - Present
Merrill Lynch 1993 - June 2000
Morgan Stanley June 1983 - July 1988
Skills
Management, Sales, Customer Service, Leadership, Public Speaking, Microsoft Office, Strategic Planning, Team Building, Event Planning, Program Management
Education
The New School 1983 — 1987
M.A., Human Resources Management
Slippery Rock University of Pennsylvania 1974 — 1978
Bachelor of Science, Education
Coleman Realtors, LLC June 2002 - Present
Self Employed June 2000 - Present
Merrill Lynch 1993 - June 2000
Morgan Stanley June 1983 - July 1988
Skills
Management, Sales, Customer Service, Leadership, Public Speaking, Microsoft Office, Strategic Planning, Team Building, Event Planning, Program Management
Education
The New School 1983 — 1987
M.A., Human Resources Management
Slippery Rock University of Pennsylvania 1974 — 1978
Bachelor of Science, Education
Emily Barazi's Merrill Lynch Experience October 2003 - March 2012
Job Substitute Teacher
Industry Primary/Secondary Education
Experience
Napa Valley Unified School District January 2015 - Present
Centre Cafe January 2012 - October 2013
Merrill Lynch October 2003 - March 2012
Skills
Sales, Customer Service, Event Management, Event Planning, Hospitality, Food, Management
Education
Sonoma State University 2015 — 2015
Bachelor of Arts (B.A.), Sociology
Benicia High 1994 — 1996
Napa Valley Unified School District January 2015 - Present
Centre Cafe January 2012 - October 2013
Merrill Lynch October 2003 - March 2012
Skills
Sales, Customer Service, Event Management, Event Planning, Hospitality, Food, Management
Education
Sonoma State University 2015 — 2015
Bachelor of Arts (B.A.), Sociology
Benicia High 1994 — 1996
Jarrod Sleppy Jarrod Sleppy's Merrill Lynch Experience June 2012 - January 2013
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Citizens Investment Services August 2014 - Present
Citizens Bank January 2013 - Present
Merrill Lynch June 2012 - January 2013
Primerica April 2010 - June 2012
Skills
IRA's, Term Life Insurance, Annuities, Money, Long Term Care, Retirement, 401k, Debt Management, Retirement Planning, Income Protection, Savings, Insurance, Investments, Mutual Funds, Financial Planning, Securities, Wealth, Debt, Asset, Strategic Financial..., Life Insurance, Long-term Care, Wealth Management, Variable Annuities, Series 7, Financial Advisory, Fixed Annuities, IRAs, Financial Planners, 529 Plans, FINRA, Roth IRA, Series 6, Investment Advisory, Series 63
Education
Slippery Rock University of Pennsylvania 1999 — 2003
Bachelors, Communications
Highlands High School 1996 — 1999
TIAA-CREF June 2015 - Present
Citizens Investment Services August 2014 - Present
Citizens Bank January 2013 - Present
Merrill Lynch June 2012 - January 2013
Primerica April 2010 - June 2012
Skills
IRA's, Term Life Insurance, Annuities, Money, Long Term Care, Retirement, 401k, Debt Management, Retirement Planning, Income Protection, Savings, Insurance, Investments, Mutual Funds, Financial Planning, Securities, Wealth, Debt, Asset, Strategic Financial..., Life Insurance, Long-term Care, Wealth Management, Variable Annuities, Series 7, Financial Advisory, Fixed Annuities, IRAs, Financial Planners, 529 Plans, FINRA, Roth IRA, Series 6, Investment Advisory, Series 63
Education
Slippery Rock University of Pennsylvania 1999 — 2003
Bachelors, Communications
Highlands High School 1996 — 1999
D.J. Deborah J. Song D.J. Deborah J. Song's Merrill Lynch Experience May 2012 - May 2012
Job Rules & Formatting, Associate at AthenaHealth
Industry Biotechnology
Experience
AthenaHealth June 2015 - Present
Genzyme Sanofi January 2015 - June 2015
Sanofi September 2012 - January 2015
Coldwell Banker United June 2011 - July 2012
Merrill Lynch May 2012 - May 2012
Smith College September 2010 - May 2011
Smith College September 2007 - May 2011
Commonwealth of Massachusetts June 2010 - August 2010
Smith College September 2009 - January 2010
MIT May 2008 - August 2009
Education
Smith College 2007 — 2011
B.A., Psychology, Government
2010 University College of London 2010 — 2010
Political Science, Psychology
AthenaHealth June 2015 - Present
Genzyme Sanofi January 2015 - June 2015
Sanofi September 2012 - January 2015
Coldwell Banker United June 2011 - July 2012
Merrill Lynch May 2012 - May 2012
Smith College September 2010 - May 2011
Smith College September 2007 - May 2011
Commonwealth of Massachusetts June 2010 - August 2010
Smith College September 2009 - January 2010
MIT May 2008 - August 2009
Education
Smith College 2007 — 2011
B.A., Psychology, Government
2010 University College of London 2010 — 2010
Political Science, Psychology
Katherine Latson Katherine Latson's Merrill Lynch Experience June 2005 - June 2006
Job Executive Assistant at Steward Medical Group
Industry Hospital & Health Care
Experience
Steward Medical Group June 2014 - Present
Newton Wellesley Hospital June 2013 - June 2014
Principe & Strasnick, P.C. January 2013 - June 2013
Club Monaco November 2012 - December 2012
Brigham and Women's Hospital June 2006 - August 2011
Merrill Lynch June 2005 - June 2006
Skills
Editing, Drafting Correspondence, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Office Management, PowerPoint, Writing
Education
Simmons College
Master of Science (MS), Communications Management
Tufts University
Bachelor of Arts (BA), English
Steward Medical Group June 2014 - Present
Newton Wellesley Hospital June 2013 - June 2014
Principe & Strasnick, P.C. January 2013 - June 2013
Club Monaco November 2012 - December 2012
Brigham and Women's Hospital June 2006 - August 2011
Merrill Lynch June 2005 - June 2006
Skills
Editing, Drafting Correspondence, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Office Management, PowerPoint, Writing
Education
Simmons College
Master of Science (MS), Communications Management
Tufts University
Bachelor of Arts (BA), English
Virginia Addlere Virginia Addlere's Merrill Lynch Experience 2006 - Present
Job Financial planner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2006 - Present
Royal Bank of Scotland 1998 - 2006
Skills
Wealth Management, Retirement Planning, Investments, Series 7, Investment Advisory, Mutual Funds, Investment Strategies, Portfolio Management, Asset Allocation, Strategic Financial..., Estate Planning, Equities, Securities, Retirement, Financial Advisory
Education
Smith College 1994 — 1998
Bachelor's degree, Philosophy
Merrill Lynch 2006 - Present
Royal Bank of Scotland 1998 - 2006
Skills
Wealth Management, Retirement Planning, Investments, Series 7, Investment Advisory, Mutual Funds, Investment Strategies, Portfolio Management, Asset Allocation, Strategic Financial..., Estate Planning, Equities, Securities, Retirement, Financial Advisory
Education
Smith College 1994 — 1998
Bachelor's degree, Philosophy
Jared Bush Jared Bush's Merrill Lynch Experience November 2007 - Present
Job Wealth Management Banker at Merrill Lynch
Industry Banking
Experience
Merrill Lynch November 2007 - Present
Wells Fargo May 2004 - September 2007
Moniker SnapNames January 2001 - August 2004
Skills
Series 7, Wealth Management, Series 63, Portfolio Management, Credit, Investments, Mortgage Lending, Banking, Private Banking, Equities, Retirement Planning, Loans, Investment Advisory
Education
Slippery Rock University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Sports Management
Merrill Lynch November 2007 - Present
Wells Fargo May 2004 - September 2007
Moniker SnapNames January 2001 - August 2004
Skills
Series 7, Wealth Management, Series 63, Portfolio Management, Credit, Investments, Mortgage Lending, Banking, Private Banking, Equities, Retirement Planning, Loans, Investment Advisory
Education
Slippery Rock University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Sports Management
Laura O'Connor's Merrill Lynch Experience June 2008 - January 2013
Job Development Director, The ALS AssociationMassachusetts Chapter
Industry Nonprofit Organization Management
Experience
The ALS Association January 2015 - Present
American Heart Association American Stroke Association June 2014 - January 2015
American Heart Association American Stroke Association May 2013 - June 2014
American Heart Association American Stroke Association February 2013 - May 2013
Merrill Lynch June 2008 - January 2013
Skills
Marketing, Project Planning, Series 7, Market Research, Financial Analysis, Management, Finance, Social Media, Event Management, Fundraising, Public Speaking, Customer Service, Event Planning, Sponsorship, Leadership, Public Relations, Social Media Marketing, Sales, Social Networking, Strategic Planning
Education
Siena College 2004 — 2008
Bachelor of Science (BS), Marketing/Marketing Management, General
The ALS Association January 2015 - Present
American Heart Association American Stroke Association June 2014 - January 2015
American Heart Association American Stroke Association May 2013 - June 2014
American Heart Association American Stroke Association February 2013 - May 2013
Merrill Lynch June 2008 - January 2013
Skills
Marketing, Project Planning, Series 7, Market Research, Financial Analysis, Management, Finance, Social Media, Event Management, Fundraising, Public Speaking, Customer Service, Event Planning, Sponsorship, Leadership, Public Relations, Social Media Marketing, Sales, Social Networking, Strategic Planning
Education
Siena College 2004 — 2008
Bachelor of Science (BS), Marketing/Marketing Management, General
Sarah Meacham Sarah Meacham's Merrill Lynch Experience July 2004 - January 2005
Job Director at PFM Asset Management
Industry Investment Management
Experience
PFM Asset Management June 2005 - Present
Merrill Lynch July 2004 - January 2005
Skills
Fixed Income, Financial Modeling, Investments, Financial Analysis, Program Management, Research, Project Management, Business Strategy, Microsoft Excel, PowerPoint, Public Finance, Nonprofits, Economics, Investment Advisory, Government, Management, Business Development, Bonds, Bloomberg, CRM, Policy, Public Speaking
Education
Smith College 2001 — 2005
Bachelors of Arts, Economics and Mathematics
London School of Economics and Political Science 2003 — 2004
General Course (Study Abroad Program)
Delaware Valley High School 1997 — 2001
PFM Asset Management June 2005 - Present
Merrill Lynch July 2004 - January 2005
Skills
Fixed Income, Financial Modeling, Investments, Financial Analysis, Program Management, Research, Project Management, Business Strategy, Microsoft Excel, PowerPoint, Public Finance, Nonprofits, Economics, Investment Advisory, Government, Management, Business Development, Bonds, Bloomberg, CRM, Policy, Public Speaking
Education
Smith College 2001 — 2005
Bachelors of Arts, Economics and Mathematics
London School of Economics and Political Science 2003 — 2004
General Course (Study Abroad Program)
Delaware Valley High School 1997 — 2001
Robert Kleiderlein Robert Kleiderlein's Merrill Lynch Experience July 2004 - Present
Job Certified Financial Planner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2004 - Present
Huntsman Corporation September 1994 - July 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Marketing and Finance
Skidmore College 1990 — 1993
B.A., Government
Merrill Lynch July 2004 - Present
Huntsman Corporation September 1994 - July 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Marketing and Finance
Skidmore College 1990 — 1993
B.A., Government
Christopher Ruemke Christopher Ruemke's Merrill Lynch Experience January 1982 - January 1984
Job Government Economist
Industry Capital Markets
Experience
Consultant October 1985 - December 2014
Morgan Stanley July 2012 - June 2013
U.S. Coast Guard February 2008 - May 2011
CUNY, Baruch College January 2001 - January 2005
Bank of Nova Scotia January 1984 - January 1986
Merrill Lynch January 1982 - January 1984
CIBC, Vancouver January 1980 - January 1982
Royal Vancouver Yacht Club January 1977 - January 1980
Skills
Commodities, Options, FX, ETFs, Swaps, Forwards, Trading, Equities, Bloomberg, Brokerage, Derivatives, Financial Markets, Technical Analysis, Alternative Investments, Fixed Income, Asset Management, Risk Management, Currency, Funding, Capital Markets, Investment Strategies, Investments, Portfolio Management, Hedge Funds, Bonds, Proprietary Trading, Emerging Markets, Trading Systems, Industry Analysis, Investment Banking, Economics, Hedging, Treasury Management, Financial Modeling, Investment Advisory, Prime Brokerage, Risk, Banking, Financial Analysis, VBA, Wealth Management, FX trading, Mutual Funds, Securities, Credit, Stocks, Compliance, Financial Management, Electronic Trading
Education
Baruch, Zicklin School of Business. New York
MBA, Banking, Corporate, Finance, and Securities
New York University
FX Knowledge certificate, FX
Simon Fraser University 2014 — 2018
Bachelor's degree, double major; Economics and Commerce
Consultant October 1985 - December 2014
Morgan Stanley July 2012 - June 2013
U.S. Coast Guard February 2008 - May 2011
CUNY, Baruch College January 2001 - January 2005
Bank of Nova Scotia January 1984 - January 1986
Merrill Lynch January 1982 - January 1984
CIBC, Vancouver January 1980 - January 1982
Royal Vancouver Yacht Club January 1977 - January 1980
Skills
Commodities, Options, FX, ETFs, Swaps, Forwards, Trading, Equities, Bloomberg, Brokerage, Derivatives, Financial Markets, Technical Analysis, Alternative Investments, Fixed Income, Asset Management, Risk Management, Currency, Funding, Capital Markets, Investment Strategies, Investments, Portfolio Management, Hedge Funds, Bonds, Proprietary Trading, Emerging Markets, Trading Systems, Industry Analysis, Investment Banking, Economics, Hedging, Treasury Management, Financial Modeling, Investment Advisory, Prime Brokerage, Risk, Banking, Financial Analysis, VBA, Wealth Management, FX trading, Mutual Funds, Securities, Credit, Stocks, Compliance, Financial Management, Electronic Trading
Education
Baruch, Zicklin School of Business. New York
MBA, Banking, Corporate, Finance, and Securities
New York University
FX Knowledge certificate, FX
Simon Fraser University 2014 — 2018
Bachelor's degree, double major; Economics and Commerce
Kenneth Bart, MBA Kenneth Bart, MBA's Merrill Lynch Experience January 2008 - May 2008
Job Retirement Planning Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2014 - Present
GE December 2013 - October 2014
Nationwide Retirement Solutions January 2013 - December 2013
Nationwide Retirement Solutions June 2008 - January 2013
Merrill Lynch January 2008 - May 2008
Skills
Investments, Mutual Funds, Financial Analysis, Retirement, Strategic Financial..., Microsoft Excel, Finance, Financial Services, Retirement Planning, Rollovers, Management, Estate Planning, Series 6, Banking, Marketing, Marketing Strategy, Loans Administration, Program Management, Series 63, Organizational..., Customer Service, Public Speaking, Leadership
Education
The College of Saint Rose 2010 — 2012
Advanced Certificate, Financial Planning
The College of Saint Rose 2010 — 2012
Masters, Business Administration
Siena College 2004 — 2008
Bachelor's, Marketing/Management
Transamerica Retirement Solutions November 2014 - Present
GE December 2013 - October 2014
Nationwide Retirement Solutions January 2013 - December 2013
Nationwide Retirement Solutions June 2008 - January 2013
Merrill Lynch January 2008 - May 2008
Skills
Investments, Mutual Funds, Financial Analysis, Retirement, Strategic Financial..., Microsoft Excel, Finance, Financial Services, Retirement Planning, Rollovers, Management, Estate Planning, Series 6, Banking, Marketing, Marketing Strategy, Loans Administration, Program Management, Series 63, Organizational..., Customer Service, Public Speaking, Leadership
Education
The College of Saint Rose 2010 — 2012
Advanced Certificate, Financial Planning
The College of Saint Rose 2010 — 2012
Masters, Business Administration
Siena College 2004 — 2008
Bachelor's, Marketing/Management
Brendan Biruk, CFP® Brendan Biruk, CFP®'s Merrill Lynch Experience April 2003 - January 2009
Job Vice President Retirement Plan Consultant at UBS
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch April 2003 - January 2009
Prudential Securities October 1998 - April 2003
Education
Slippery Rock University of Pennsylvania 1992 — 1996
UBS Financial Services January 2009 - Present
Merrill Lynch April 2003 - January 2009
Prudential Securities October 1998 - April 2003
Education
Slippery Rock University of Pennsylvania 1992 — 1996
Chris Engleman Chris Engleman's Merrill Lynch Experience 2004 - 2006
Job Prime Equity Research
Industry Financial Services
Experience
Prime Equity Research 2010 - Present
Merrill Lynch 2004 - 2006
Skills
Financial Analysis, Risk Management, Investments, Marketing, Equities, Portfolio Management, Leadership, Capital Markets
Education
Simpson University
Prime Equity Research 2010 - Present
Merrill Lynch 2004 - 2006
Skills
Financial Analysis, Risk Management, Investments, Marketing, Equities, Portfolio Management, Leadership, Capital Markets
Education
Simpson University
Mohammad Raihan Mohammad Raihan's Merrill Lynch Experience May 1999 - August 1999
Job Senior Director, Employee Retirement Plans at New York City Health and Hospital Corporation
Industry Human Resources
Experience
New York City Health and Hospitals Corporation 2015 - Present
1199 National Benefit Fund 2013 - 2015
Merck 2013 - 2013
Time Warner Inc. 2009 - 2013
EmblemHealth 2008 - 2009
Hewitt Associates 2003 - 2008
Buck Consultants 2000 - 2003
Salomon Smith Barney May 2000 - December 2000
Merrill Lynch May 1999 - August 1999
Skills
Employee Benefits, Benefits Administration, Defined Benefit, Benefits Design, Corporate Benefits, Defined Contribution, 409A, Outsourcing, Internal Audit, Audits of Employee..., Form 5500, 401k, Benefit Plan..., Talent Acquisition, HRIS, Deferred Compensation, Performance Management, Payroll, Vendor Management, Pensions, Executive Pay, ERISA, Human Resources, PeopleSoft, Management, Process Improvement
Education
Slippery Rock University of Pennsylvania 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Management
New York City Health and Hospitals Corporation 2015 - Present
1199 National Benefit Fund 2013 - 2015
Merck 2013 - 2013
Time Warner Inc. 2009 - 2013
EmblemHealth 2008 - 2009
Hewitt Associates 2003 - 2008
Buck Consultants 2000 - 2003
Salomon Smith Barney May 2000 - December 2000
Merrill Lynch May 1999 - August 1999
Skills
Employee Benefits, Benefits Administration, Defined Benefit, Benefits Design, Corporate Benefits, Defined Contribution, 409A, Outsourcing, Internal Audit, Audits of Employee..., Form 5500, 401k, Benefit Plan..., Talent Acquisition, HRIS, Deferred Compensation, Performance Management, Payroll, Vendor Management, Pensions, Executive Pay, ERISA, Human Resources, PeopleSoft, Management, Process Improvement
Education
Slippery Rock University of Pennsylvania 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Management
Keith L. Jenkins Keith L. Jenkins's Merrill Lynch Experience August 2007 - February 2009
Job Director, Human Resources at Kettering Health Network
Industry Human Resources
Experience
Kettering Health Network June 2010 - Present
Merrill Lynch August 2007 - February 2009
The Dannon Company 2006 - 2007
Creative Memories 2000 - 2006
The Reynolds and Reynolds Company 1997 - 2000
VA Medical Center October 1990 - September 1997
Skills
Series 7, Employee Relations, Employee Benefits, Customer Service, Strategic Human..., Onboarding, FINRA, Management, Performance Management, Talent Acquisition, Leadership, Team Motivation, Deferred Compensation, Team Building, Leadership Development, Policy, Human Resources, Succession Planning, HRIS, Recruiting, Personnel Management, Training, Employee Management, Temporary Placement, Confidentiality, Teamwork, Benefits Administration, Strategy, Program Management, Healthcare, Workers Compensation, FMLA, Employee Engagement, Payroll, Resume Writing
Education
Wittenberg University 2004 — 2006
B.A., Organizational Leadership
Sinclair Community College
A.S., Business Administration
Kettering Health Network June 2010 - Present
Merrill Lynch August 2007 - February 2009
The Dannon Company 2006 - 2007
Creative Memories 2000 - 2006
The Reynolds and Reynolds Company 1997 - 2000
VA Medical Center October 1990 - September 1997
Skills
Series 7, Employee Relations, Employee Benefits, Customer Service, Strategic Human..., Onboarding, FINRA, Management, Performance Management, Talent Acquisition, Leadership, Team Motivation, Deferred Compensation, Team Building, Leadership Development, Policy, Human Resources, Succession Planning, HRIS, Recruiting, Personnel Management, Training, Employee Management, Temporary Placement, Confidentiality, Teamwork, Benefits Administration, Strategy, Program Management, Healthcare, Workers Compensation, FMLA, Employee Engagement, Payroll, Resume Writing
Education
Wittenberg University 2004 — 2006
B.A., Organizational Leadership
Sinclair Community College
A.S., Business Administration
Arun K Thirunavukkarasu Arun K Thirunavukkarasu's Merrill Lynch Experience September 2002 - January 2006
Job Director of Infrastructure & Operations at TradeKing
Industry Financial Services
Experience
Bank of America January 2015 - Present
TradeKing April 2011 - January 2015
Dow Jones October 2008 - April 2011
New York Daily News January 2006 - October 2008
Merrill Lynch September 2002 - January 2006
Mahindra Satyam December 2001 - September 2002
Alcatel-Lucent December 2000 - December 2001
Skills
ITIL, Disaster Recovery, Vendor Management, Data Center, Virtualization, Solaris, IT Operations, Unix, IT Service Management, VMware, Servers, SDLC, System Administration, High Availability, Network Security, Storage Area Networks, SAN, Linux, Windows Server, Integration
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2007 — 2009
MBA, Business Management
R C T Higher Secondary School 1990 — 1991
Higher Secondary Education, Mathematics and Science
Bank of America January 2015 - Present
TradeKing April 2011 - January 2015
Dow Jones October 2008 - April 2011
New York Daily News January 2006 - October 2008
Merrill Lynch September 2002 - January 2006
Mahindra Satyam December 2001 - September 2002
Alcatel-Lucent December 2000 - December 2001
Skills
ITIL, Disaster Recovery, Vendor Management, Data Center, Virtualization, Solaris, IT Operations, Unix, IT Service Management, VMware, Servers, SDLC, System Administration, High Availability, Network Security, Storage Area Networks, SAN, Linux, Windows Server, Integration
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2007 — 2009
MBA, Business Management
R C T Higher Secondary School 1990 — 1991
Higher Secondary Education, Mathematics and Science
Aimee Cohen's Merrill Lynch Experience March 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
WARP Mechanics December 2013 - Present
Brown and Company Real Estate February 2013 - November 2013
San Francisco Public Defender's Office December 2012 - May 2013
Greg Moylan Photography December 2008 - December 2012
YWCA Sonoma County June 2010 - December 2010
Skills
Interviews, Salesforce.com, Hearings, Trials, Research, Legal Documents, Recruiting, Cold Calling, Legal Writing, Notary Public, Microsoft Excel, Courts, Pleadings, Document Review, Microsoft Word, Communication, Real Estate, Electronic Filing, CRM, Account Management, Clerical Work, Dropbox, Adobe Acrobat, DocuSign, Legal Research, Legal Assistance, Windows & Mac operating..., Real Estate Transactions, Open Houses, Office Administration, Business Travel, Travel Arrangements, Note Taking, Leadership, Sales, Business Development, Management, zipForm, QuickBooks, Microsoft Office, PowerPoint
Education
Sonoma State University 2009 — 2010
Bachelor of Science (BS), Criminal Justice
University of Hawaii at Manoa 2005 — 2007
Merrill Lynch March 2015 - Present
WARP Mechanics December 2013 - Present
Brown and Company Real Estate February 2013 - November 2013
San Francisco Public Defender's Office December 2012 - May 2013
Greg Moylan Photography December 2008 - December 2012
YWCA Sonoma County June 2010 - December 2010
Skills
Interviews, Salesforce.com, Hearings, Trials, Research, Legal Documents, Recruiting, Cold Calling, Legal Writing, Notary Public, Microsoft Excel, Courts, Pleadings, Document Review, Microsoft Word, Communication, Real Estate, Electronic Filing, CRM, Account Management, Clerical Work, Dropbox, Adobe Acrobat, DocuSign, Legal Research, Legal Assistance, Windows & Mac operating..., Real Estate Transactions, Open Houses, Office Administration, Business Travel, Travel Arrangements, Note Taking, Leadership, Sales, Business Development, Management, zipForm, QuickBooks, Microsoft Office, PowerPoint
Education
Sonoma State University 2009 — 2010
Bachelor of Science (BS), Criminal Justice
University of Hawaii at Manoa 2005 — 2007
Dawn McKinley Croteau's Merrill Lynch Experience 1997 - 1999
Job Associate Director of Human Resources at Outcome Quintiles
Industry Human Resources
Experience
Outcome Quintiles 2007 - Present
Treeline, Inc. May 2006 - June 2007
AppleOne 2005 - 2006
AmeriFirst 2002 - 2005
Vestin 2000 - 2002
Merrill Lynch 1997 - 1999
Harvard Medical School 1993 - 1997
Skills
Recruiting, Budgets, Employee Relations, Temporary Placement, Deferred Compensation, Human Resources, Performance Management, Leadership, Employee Benefits, Personnel Management, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Onboarding
Education
University of Phoenix 2005 — 2007
MBA
Simmons College 1993 — 1997
BS
Outcome Quintiles 2007 - Present
Treeline, Inc. May 2006 - June 2007
AppleOne 2005 - 2006
AmeriFirst 2002 - 2005
Vestin 2000 - 2002
Merrill Lynch 1997 - 1999
Harvard Medical School 1993 - 1997
Skills
Recruiting, Budgets, Employee Relations, Temporary Placement, Deferred Compensation, Human Resources, Performance Management, Leadership, Employee Benefits, Personnel Management, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Onboarding
Education
University of Phoenix 2005 — 2007
MBA
Simmons College 1993 — 1997
BS
Laura Boydston's Merrill Lynch Experience 1999 - 2002
Job Managing Director at Legg Mason
Industry Investment Management
Experience
Legg Mason May 2013 - Present
Legg Mason April 2011 - April 2013
Legg Mason September 2009 - March 2011
Legg Mason Capital Management January 2002 - September 2009
Merrill Lynch 1999 - 2002
Theatre 1995 - 1999
Sanad Support Technologies 1998 - 1998
The Motley Fool 1995 - 1998
Skills
Strategic Planning, Asset Managment, Investments, Equities, Mutual Funds, Business Strategy, Entrepreneurship, Equity Research, Due Diligence, Asset Management, Strategy, Business Analysis, Risk Management, Analysis, Competitive Analysis, Executive Management, Business Process..., Change Management, Management Consulting, Management, Finance, Start-ups, Mergers & Acquisitions
Education
ESADE & Georgetown University - The McDonough School of Business 2008 — 2009
MBA, Global Business
Smith College 1990 — 1994
BA, Government, Sub-Saharan Africa
Redmond High
Legg Mason May 2013 - Present
Legg Mason April 2011 - April 2013
Legg Mason September 2009 - March 2011
Legg Mason Capital Management January 2002 - September 2009
Merrill Lynch 1999 - 2002
Theatre 1995 - 1999
Sanad Support Technologies 1998 - 1998
The Motley Fool 1995 - 1998
Skills
Strategic Planning, Asset Managment, Investments, Equities, Mutual Funds, Business Strategy, Entrepreneurship, Equity Research, Due Diligence, Asset Management, Strategy, Business Analysis, Risk Management, Analysis, Competitive Analysis, Executive Management, Business Process..., Change Management, Management Consulting, Management, Finance, Start-ups, Mergers & Acquisitions
Education
ESADE & Georgetown University - The McDonough School of Business 2008 — 2009
MBA, Global Business
Smith College 1990 — 1994
BA, Government, Sub-Saharan Africa
Redmond High
Nocerino, Michael's Merrill Lynch Experience April 2006 - March 2009
Job Equity Trader at GMP Securities LLC
Industry Financial Services
Experience
GMP Securities June 2014 - Present
Cowen and Company March 2013 - Present
Dahlman Rose & Co. October 2009 - March 2013
Merrill Lynch April 2006 - March 2009
Bloomberg LP September 2004 - April 2006
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2009
MBA, Finance
Siena College 2000 — 2004
GMP Securities June 2014 - Present
Cowen and Company March 2013 - Present
Dahlman Rose & Co. October 2009 - March 2013
Merrill Lynch April 2006 - March 2009
Bloomberg LP September 2004 - April 2006
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2009
MBA, Finance
Siena College 2000 — 2004
Priscilla (Jenkins) Baldari, CPA's Merrill Lynch Experience February 2013 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch July 2010 - January 2013
Morgan Stanley April 2010 - July 2010
Bank of America January 2009 - April 2010
Merrill Lynch January 2005 - December 2008
Skills
Internal Audit, Audit, Risk Management, Financial Analysis, Lotus Notes, Microsoft Office, Engineering, project management, Alternative Investments, hedge funds, private equity, Hedge Funds, Auditing, Private Equity, Project Management, Fixed Income, Program Management, Leadership, Series 7
Education
The College of New Jersey
BS, Accounting, Computer Engineering, Electrical Engineering
Smith College
Engineering
Merrill Lynch February 2013 - Present
Merrill Lynch July 2010 - January 2013
Morgan Stanley April 2010 - July 2010
Bank of America January 2009 - April 2010
Merrill Lynch January 2005 - December 2008
Skills
Internal Audit, Audit, Risk Management, Financial Analysis, Lotus Notes, Microsoft Office, Engineering, project management, Alternative Investments, hedge funds, private equity, Hedge Funds, Auditing, Private Equity, Project Management, Fixed Income, Program Management, Leadership, Series 7
Education
The College of New Jersey
BS, Accounting, Computer Engineering, Electrical Engineering
Smith College
Engineering
Patrick (PJ) McCarthy's Merrill Lynch Experience March 2003 - November 2009
Job Market Credit Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2011 - Present
Bank of America July 2009 - May 2011
Merrill Lynch March 2003 - November 2009
Credit Lyonnais (now Calyon) March 1995 - March 2003
First Fidelity Bank (now Wachovia) July 1989 - March 1995
Education
Siena College 1985 — 1989
Finance, Accounting
Credit Trained at FFB
Bank of America Merrill Lynch June 2011 - Present
Bank of America July 2009 - May 2011
Merrill Lynch March 2003 - November 2009
Credit Lyonnais (now Calyon) March 1995 - March 2003
First Fidelity Bank (now Wachovia) July 1989 - March 1995
Education
Siena College 1985 — 1989
Finance, Accounting
Credit Trained at FFB
Rob Anning's Merrill Lynch Experience August 1991 - March 2012
Job Senior Vice President at R H Anning Wealth Management/UBS
Industry Financial Services
Experience
UBS March 2012 - Present
Merrill Lynch August 1991 - March 2012
Education
Skidmore College 1987 — 1991
Bachelor of Arts (BA), Biology, General
The Asheville School 1982 — 1987
Seven Hills 1980 — 1982
UBS March 2012 - Present
Merrill Lynch August 1991 - March 2012
Education
Skidmore College 1987 — 1991
Bachelor of Arts (BA), Biology, General
The Asheville School 1982 — 1987
Seven Hills 1980 — 1982
Luana Marrier Holecek's Merrill Lynch Experience January 2009 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Citigroup/Smith Barney January 2002 - January 2009
50 Below 1998 - 2002
Skills
Microsoft Excel, Team Building, Series 7, Financial Services, Mutual Funds, Series 63, Employee Benefits, Management, Uniform Combined State..., Retirement Planning, Financial Planning, Customer Service, Leadership, Wealth Management
Education
The College of St. Scholastica 1995 — 1997
Simpson College 1991 — 1993
Merrill Lynch January 2009 - Present
Citigroup/Smith Barney January 2002 - January 2009
50 Below 1998 - 2002
Skills
Microsoft Excel, Team Building, Series 7, Financial Services, Mutual Funds, Series 63, Employee Benefits, Management, Uniform Combined State..., Retirement Planning, Financial Planning, Customer Service, Leadership, Wealth Management
Education
The College of St. Scholastica 1995 — 1997
Simpson College 1991 — 1993
Kyle McGaffey's Merrill Lynch Experience 1995 - 1998
Job Head of Sales Americas at Fundtech Corporation
Industry Financial Services
Experience
Fundtech Corporation January 2014 - Present
Thomson Reuters 2010 - January 2014
Thomson Quantitative Analytics 2007 - 2010
RiskMetrics Group 2004 - 2005
Bloomberg 2000 - 2003
Merrill Lynch 1995 - 1998
Skills
Salesforce.com, Market Data, Equities, Financial Markets, Capital Markets, Electronic Trading, Fixed Income, Trading, Financial Services, Business Development, Derivatives, Trading Systems, Hedge Funds, FX Options, Asset Management, Portfolio Management, Relationship Management
Education
Skidmore College 1989 — 1993
Fundtech Corporation January 2014 - Present
Thomson Reuters 2010 - January 2014
Thomson Quantitative Analytics 2007 - 2010
RiskMetrics Group 2004 - 2005
Bloomberg 2000 - 2003
Merrill Lynch 1995 - 1998
Skills
Salesforce.com, Market Data, Equities, Financial Markets, Capital Markets, Electronic Trading, Fixed Income, Trading, Financial Services, Business Development, Derivatives, Trading Systems, Hedge Funds, FX Options, Asset Management, Portfolio Management, Relationship Management
Education
Skidmore College 1989 — 1993
Elizabeth Arnitage's Merrill Lynch Experience March 1983 - Present
Job Financial Advisor,CFP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1983 - Present
Education
Smith College
Merrill Lynch March 1983 - Present
Education
Smith College
Doug Espenlaub's Merrill Lynch Experience 2000 - 2003
Job Project Manager who brings processes and people together to deliver timely results
Industry Information Technology and Services
Experience
Cigna January 2012 - Present
CIGNA International September 2010 - January 2012
Merck October 2008 - June 2010
Merck January 2007 - September 2008
Epitome Systems 2003 - 2007
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Merrill Lynch 1996 - 1997
Merrill Lynch 1994 - 1996
Merrill Lynch 1991 - 1994
Skills
Leadership, SDLC, Vendor Management, Process Improvement, Product Management, Business Analysis, Project Management, CRM, Quality Assurance, Management, Budgets, Analytics, Analysis, Operations Management, Banking, Product Development
Education
Slippery Rock University of Pennsylvania 1983 — 1988
Business Administration, Finance
Cigna January 2012 - Present
CIGNA International September 2010 - January 2012
Merck October 2008 - June 2010
Merck January 2007 - September 2008
Epitome Systems 2003 - 2007
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Merrill Lynch 1996 - 1997
Merrill Lynch 1994 - 1996
Merrill Lynch 1991 - 1994
Skills
Leadership, SDLC, Vendor Management, Process Improvement, Product Management, Business Analysis, Project Management, CRM, Quality Assurance, Management, Budgets, Analytics, Analysis, Operations Management, Banking, Product Development
Education
Slippery Rock University of Pennsylvania 1983 — 1988
Business Administration, Finance
John F. Friedman's Merrill Lynch Experience October 2004 - August 2007
Job
Industry Financial Services
Experience
Oppenheimer & Co. January 2012 - Present
Oppenheimer & Co. September 2007 - December 2011
Merrill Lynch October 2004 - August 2007
Skills
Hedge Funds, Capital Markets, Equities, AML, Series 7, Securities, Series 63, Fixed Income, Alternative Investments, Asset Management, Investments, FINRA, Investment Banking, Bloomberg, Mutual Funds, Financial Services, Anti Money Laundering
Education
Skidmore College 1984 — 1989
Bachelor of Arts (B.A.)
The Peddie School 1982 — 1984
Oppenheimer & Co. January 2012 - Present
Oppenheimer & Co. September 2007 - December 2011
Merrill Lynch October 2004 - August 2007
Skills
Hedge Funds, Capital Markets, Equities, AML, Series 7, Securities, Series 63, Fixed Income, Alternative Investments, Asset Management, Investments, FINRA, Investment Banking, Bloomberg, Mutual Funds, Financial Services, Anti Money Laundering
Education
Skidmore College 1984 — 1989
Bachelor of Arts (B.A.)
The Peddie School 1982 — 1984
Jane Gore's Merrill Lynch Experience July 2011 - May 2013
Job Wealth Advisor
Industry Financial Services
Experience
Insight Private Advisors LLC July 2013 - Present
Insight Private Advisors 2013 - 2015
Insight Private Advisors 2013 - 2015
Princeton Senior Resource Center 2013 - 2014
Merrill Lynch July 2011 - May 2013
Amboy Bank August 1999 - March 2011
Summit Bank March 1993 - August 1999
Summit Bank March 1993 - August 1999
Education
Simmons School of Management 1984 — 1985
MBA, Business, Management, Marketing, and Related Support Services
Wheelock College 1965 — 1969
BS, Early Childhood Education and Teaching
Dana Hall School 1963 — 1965
Bachelor of Education (B.Ed.), Elementary Education
Insight Private Advisors LLC July 2013 - Present
Insight Private Advisors 2013 - 2015
Insight Private Advisors 2013 - 2015
Princeton Senior Resource Center 2013 - 2014
Merrill Lynch July 2011 - May 2013
Amboy Bank August 1999 - March 2011
Summit Bank March 1993 - August 1999
Summit Bank March 1993 - August 1999
Education
Simmons School of Management 1984 — 1985
MBA, Business, Management, Marketing, and Related Support Services
Wheelock College 1965 — 1969
BS, Early Childhood Education and Teaching
Dana Hall School 1963 — 1965
Bachelor of Education (B.Ed.), Elementary Education
Slawomir S. Bajerski's Merrill Lynch Experience January 2007 - September 2008
Job Network Design Advisor at Dell
Industry Computer Networking
Experience
Dell June 2010 - Present
Perot Systems, Inc September 2008 - July 2012
Merrill Lynch January 2007 - September 2008
First Franklin December 2005 - January 2007
Perot Systems June 2001 - December 2005
Catholic Healthcare West December 2000 - June 2001
Education
Global Knowledge 2006 — 2007
Building Enterprise Data Center Architectures
New Horizon 2006 — 2006
F5 Hardware Load Balancers
Global Knowledge 2005 — 2005
McAfee- Network General 2004 — 2004
Troubleshooting with the Sniffer - Portable Network Analyzer
Sierra College 1999 — 2002
B.S., Telecommunication Technology
Dell June 2010 - Present
Perot Systems, Inc September 2008 - July 2012
Merrill Lynch January 2007 - September 2008
First Franklin December 2005 - January 2007
Perot Systems June 2001 - December 2005
Catholic Healthcare West December 2000 - June 2001
Education
Global Knowledge 2006 — 2007
Building Enterprise Data Center Architectures
New Horizon 2006 — 2006
F5 Hardware Load Balancers
Global Knowledge 2005 — 2005
McAfee- Network General 2004 — 2004
Troubleshooting with the Sniffer - Portable Network Analyzer
Sierra College 1999 — 2002
B.S., Telecommunication Technology
Katherine Ferris's Merrill Lynch Experience January 2009 - May 2009
Job at
Industry Investment Management
Experience
Shenkman Capital Management January 2013 - Present
SAC Capital June 2010 - January 2013
Pepsi Beverages Company June 2009 - June 2010
Merrill Lynch January 2009 - May 2009
Skills
Microsoft Office, Microsoft Excel, Management, Investments, Hedge Funds, Fixed Income, Financial Modeling, Financial Analysis, Bloomberg, Finance
Education
Siena College 2005 — 2009
Bachelor of Science (BS), Finance
Shenkman Capital Management January 2013 - Present
SAC Capital June 2010 - January 2013
Pepsi Beverages Company June 2009 - June 2010
Merrill Lynch January 2009 - May 2009
Skills
Microsoft Office, Microsoft Excel, Management, Investments, Hedge Funds, Fixed Income, Financial Modeling, Financial Analysis, Bloomberg, Finance
Education
Siena College 2005 — 2009
Bachelor of Science (BS), Finance
Phil Murphy, CFA's Merrill Lynch Experience September 2003 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2003 - Present
Morgan Stanley May 1996 - September 2003
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, IRAs, Investments, 529 Plans, Strategic Financial..., Financial Advisory
Education
Siena College 1991 — 1995
Bachelor's degree, Accounting
Merrill Lynch September 2003 - Present
Morgan Stanley May 1996 - September 2003
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, IRAs, Investments, 529 Plans, Strategic Financial..., Financial Advisory
Education
Siena College 1991 — 1995
Bachelor's degree, Accounting
Gregory Gelish, CFA's Merrill Lynch Experience August 2004 - April 2006
Job Senior Investment Analyst at Rensselaer Polytechnic Institute
Industry Investment Management
Experience
Rensselaer Polytechnic Institute March 2012 - Present
Citigroup December 2008 - March 2012
Tribeca Global Management April 2006 - December 2008
Merrill Lynch August 2004 - April 2006
Morgan Stanley June 2003 - August 2004
Prudential Financial November 2002 - June 2003
Skills
Financial Analysis, Quantitative Analysis, Alternative Investments, Risk Management, Valuation, Endowments, Pension Funds, Credit, Quantitative Analytics, Financial Services, Derivatives, Financial Risk, Equities, Capital Markets, Fixed Income, Options, Bloomberg, Asset Management, Bonds, Portfolio Management, Financial Markets, Credit Derivatives, Credit Risk, Investment Banking, Hedge Funds, Securities, Structured Finance, Market Risk, Investments, Trading, Private Equity, Finance, Financial Modeling, Mutual Funds, Investment Management, Equity Research, Trading Systems
Education
Siena College 1998 — 2002
BS, Finance
Immaculate High School 1994 — 1998
Rensselaer Polytechnic Institute March 2012 - Present
Citigroup December 2008 - March 2012
Tribeca Global Management April 2006 - December 2008
Merrill Lynch August 2004 - April 2006
Morgan Stanley June 2003 - August 2004
Prudential Financial November 2002 - June 2003
Skills
Financial Analysis, Quantitative Analysis, Alternative Investments, Risk Management, Valuation, Endowments, Pension Funds, Credit, Quantitative Analytics, Financial Services, Derivatives, Financial Risk, Equities, Capital Markets, Fixed Income, Options, Bloomberg, Asset Management, Bonds, Portfolio Management, Financial Markets, Credit Derivatives, Credit Risk, Investment Banking, Hedge Funds, Securities, Structured Finance, Market Risk, Investments, Trading, Private Equity, Finance, Financial Modeling, Mutual Funds, Investment Management, Equity Research, Trading Systems
Education
Siena College 1998 — 2002
BS, Finance
Immaculate High School 1994 — 1998
Adrian Simo's Merrill Lynch Experience September 2004 - December 2009
Job
Industry Information Technology and Services
Experience
Bank of America Merril Lynch 2009 - Present
Merrill Lynch September 2004 - December 2009
LogicaCMG Slovakia s.r.o. January 2004 - August 2004
VVExpert July 2002 - December 2003
Axioma January 1999 - June 2002
Siemens sro, Bratislava April 1995 - December 1998
SAB, Bratislava, Slovak Republic April 1995 - December 1996
HeXoft, Bratislava, Slovak Republic June 1991 - March 1995
Skills
Enterprise Architecture, Market Data, SOA, SQL, Trading Systems, Core Java, SDLC, Unix, Java, C++, Software Project..., Agile Methodologies, Requirements Analysis, Data Warehousing, Equities, Business Analysis, Integration
Education
Slovenská technická univerzita v Bratislave 1986 — 1991
MSc., Computer science
SPSE Piestany
Bank of America Merril Lynch 2009 - Present
Merrill Lynch September 2004 - December 2009
LogicaCMG Slovakia s.r.o. January 2004 - August 2004
VVExpert July 2002 - December 2003
Axioma January 1999 - June 2002
Siemens sro, Bratislava April 1995 - December 1998
SAB, Bratislava, Slovak Republic April 1995 - December 1996
HeXoft, Bratislava, Slovak Republic June 1991 - March 1995
Skills
Enterprise Architecture, Market Data, SOA, SQL, Trading Systems, Core Java, SDLC, Unix, Java, C++, Software Project..., Agile Methodologies, Requirements Analysis, Data Warehousing, Equities, Business Analysis, Integration
Education
Slovenská technická univerzita v Bratislave 1986 — 1991
MSc., Computer science
SPSE Piestany
Jennings, Jill's Merrill Lynch Experience April 2007 - Present
Job AVPMerrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
Merrill Lynch April 1988 - April 2007
Education
Slippery Rock University of Pennsylvania 1983 — 1987
B.S, Clinical Psychology
Middletown South-High School 1980 — 1983
Merrill Lynch April 2007 - Present
Merrill Lynch April 1988 - April 2007
Education
Slippery Rock University of Pennsylvania 1983 — 1987
B.S, Clinical Psychology
Middletown South-High School 1980 — 1983
Philip Minchin's Merrill Lynch Experience May 2006 - August 2006
Job Customer Success Manager at App Annie
Industry Financial Services
Experience
App Annie June 2015 - Present
Intelisent October 2014 - May 2015
AXA US June 2013 - August 2014
American Express May 2012 - June 2013
American Express April 2010 - May 2012
Dun & Bradstreet June 2009 - April 2010
HEI July 2008 - June 2009
Universal McCann May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Email Marketing, CRM, Competitive Analysis, Online Advertising, Marketing Strategy, Digital Marketing, E-commerce, Social Media Marketing, Marketing Research, Direct Marketing, Data Analysis, Market Research, Strategic Communications, Social Media, Forecasting, Financial Analysis, Marketing Communications, Advertising, Strategic Planning, Leadership
Education
Skidmore College 2004 — 2008
Bachelor of Science (B.S.), Business Management & Economics
App Annie June 2015 - Present
Intelisent October 2014 - May 2015
AXA US June 2013 - August 2014
American Express May 2012 - June 2013
American Express April 2010 - May 2012
Dun & Bradstreet June 2009 - April 2010
HEI July 2008 - June 2009
Universal McCann May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Email Marketing, CRM, Competitive Analysis, Online Advertising, Marketing Strategy, Digital Marketing, E-commerce, Social Media Marketing, Marketing Research, Direct Marketing, Data Analysis, Market Research, Strategic Communications, Social Media, Forecasting, Financial Analysis, Marketing Communications, Advertising, Strategic Planning, Leadership
Education
Skidmore College 2004 — 2008
Bachelor of Science (B.S.), Business Management & Economics
Thomas Musmanno's Merrill Lynch Experience 1991 - 2006
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock October 2006 - Present
Merrill Lynch Investment Managers 1993 - 2006
Merrill Lynch 1991 - 2006
Education
Siena College 1987 — 1991
BlackRock October 2006 - Present
Merrill Lynch Investment Managers 1993 - 2006
Merrill Lynch 1991 - 2006
Education
Siena College 1987 — 1991
Doris Meister's Merrill Lynch Experience March 1999 - March 2004
Job Senior Vice President at Alliance Bernstein LP
Industry Financial Services
Experience
Alliance Bernstein LP September 2004 - Present
AllianceBernstein 2004 - Present
Merrill Lynch March 1999 - March 2004
Merrill Lynch (Bank of America) 1999 - 2004
Education
Smith College 1976 — 1980
The University of Chicago 1977 — 1979
MBA, Finance and Marketing
Alliance Bernstein LP September 2004 - Present
AllianceBernstein 2004 - Present
Merrill Lynch March 1999 - March 2004
Merrill Lynch (Bank of America) 1999 - 2004
Education
Smith College 1976 — 1980
The University of Chicago 1977 — 1979
MBA, Finance and Marketing
Joe Carrozzo's Merrill Lynch Experience 1997 - 1999
Job Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo 2012 - Present
Multiple Clients 2011 - 2012
BNP Paribas 2009 - 2011
BNP Paribas 2005 - 2009
BNP Paribas 2004 - 2005
BNP Paribas 2001 - 2004
J.P. Morgan 1999 - 2001
Merrill Lynch 1997 - 1999
Merrill Lynch 1997 - 1999
Skills
Credit Trading, Risk Management, Market Risk, Front Office, Risk Analysis, Risk Assessment, Risk Management Systems, Market Research, Product Strategy, Portfolio Strategy, Fixed Income Products, Credit Derivatives, CDS, Hedging, Fixed Income, Derivatives, Bonds, Risk, Relative Value, Bloomberg, Capital Markets, Financial Markets, Proprietary Trading, Credit, Volatility, Portfolio Management
Education
Suffolk University
Master of Science in Finance
Siena College
Bachelor of Science in Finance
Wells Fargo 2012 - Present
Multiple Clients 2011 - 2012
BNP Paribas 2009 - 2011
BNP Paribas 2005 - 2009
BNP Paribas 2004 - 2005
BNP Paribas 2001 - 2004
J.P. Morgan 1999 - 2001
Merrill Lynch 1997 - 1999
Merrill Lynch 1997 - 1999
Skills
Credit Trading, Risk Management, Market Risk, Front Office, Risk Analysis, Risk Assessment, Risk Management Systems, Market Research, Product Strategy, Portfolio Strategy, Fixed Income Products, Credit Derivatives, CDS, Hedging, Fixed Income, Derivatives, Bonds, Risk, Relative Value, Bloomberg, Capital Markets, Financial Markets, Proprietary Trading, Credit, Volatility, Portfolio Management
Education
Suffolk University
Master of Science in Finance
Siena College
Bachelor of Science in Finance
Elizabeth (Liz) Sohn's Merrill Lynch Experience 1994 - 1996
Job Executive Rewards Leader at Biogen Idec
Industry Biotechnology
Experience
Biogen Idec July 2012 - Present
Smith & Nephew 2008 - July 2012
Merck 2003 - 2008
Bristol-Myers Squibb 2000 - 2003
IBM 1999 - 2000
Towers Perrin 1998 - 1999
Merrill Lynch 1994 - 1996
Education
New York University - Leonard N. Stern School of Business
MBA-Finance/Economics
Smith College
BA-Psychology
Biogen Idec July 2012 - Present
Smith & Nephew 2008 - July 2012
Merck 2003 - 2008
Bristol-Myers Squibb 2000 - 2003
IBM 1999 - 2000
Towers Perrin 1998 - 1999
Merrill Lynch 1994 - 1996
Education
New York University - Leonard N. Stern School of Business
MBA-Finance/Economics
Smith College
BA-Psychology
Doris Feng's Merrill Lynch Experience April 1994 - September 2004
Job Legal Secretary at Gibson, Dunn & Crutcher LLP
Industry Law Practice
Experience
Gibson, Dunn & Crutcher LLP September 2004 - Present
Merrill Lynch April 1994 - September 2004
J. General Real Estate Co. Inc. April 1989 - April 1994
Skills
Document Review, Civil Litigation, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Administrative..., Web Design
Education
Simon Fraser University 1982 — 1984
Gibson, Dunn & Crutcher LLP September 2004 - Present
Merrill Lynch April 1994 - September 2004
J. General Real Estate Co. Inc. April 1989 - April 1994
Skills
Document Review, Civil Litigation, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Administrative..., Web Design
Education
Simon Fraser University 1982 — 1984
Jennifer Beugelmans's Merrill Lynch Experience 1997 - 2000
Job at
Industry Public Relations and Communications
Experience
Etsy April 2015 - Present
Joele Frank February 2012 - April 2015
Joele Frank, Wilkinson Brimmer Katcher February 2012 - January 2013
PURE Communications 2008 - February 2012
EVC Group, Inc. 2003 - 2008
Credit Suisse First Boston 2002 - 2003
Stapleton Communications 2000 - 2002
Merrill Lynch 1997 - 2000
Griffin, Kubik, Stephens & Thompson 1995 - 1997
Skills
Wall Street, Investor Relations, Corporate Communications, Mergers, Marketing, Crisis Communications, Hedge Funds, Investments, Strategy, Media Relations, Investment Banking, SEC filings, Thought Leadership, Strategic Communications, Mergers & Acquisitions, Reputation Management, Positioning, Corporate Social..., Press Releases, Internal Communications, Message Development, Finance, Analyst Relations, Spokesperson, IPO
Education
Smith College
Etsy April 2015 - Present
Joele Frank February 2012 - April 2015
Joele Frank, Wilkinson Brimmer Katcher February 2012 - January 2013
PURE Communications 2008 - February 2012
EVC Group, Inc. 2003 - 2008
Credit Suisse First Boston 2002 - 2003
Stapleton Communications 2000 - 2002
Merrill Lynch 1997 - 2000
Griffin, Kubik, Stephens & Thompson 1995 - 1997
Skills
Wall Street, Investor Relations, Corporate Communications, Mergers, Marketing, Crisis Communications, Hedge Funds, Investments, Strategy, Media Relations, Investment Banking, SEC filings, Thought Leadership, Strategic Communications, Mergers & Acquisitions, Reputation Management, Positioning, Corporate Social..., Press Releases, Internal Communications, Message Development, Finance, Analyst Relations, Spokesperson, IPO
Education
Smith College
Gerard Gloisten's Merrill Lynch Experience January 1995 - July 1997
Job President at GBS Financial Corp
Industry Financial Services
Experience
GBS Financial Corp 1997 - Present
Merrill Lynch January 1995 - July 1997
Skills
Insurance, Recruitment/Retention, Financial Advisory, Investment Advisory, Strategic Financial..., Financial Services, New Business Development, Recruiting, Business, Wealth Management, Series 7, Investments, 401k, Fixed Annuities, Securities, Retirement Planning, Alternative Investments, Asset Managment, FINRA, Portfolio Management, Leadership, Retirement, Investment Strategies, Series 63, Asset Allocation, Disability Insurance, Hedge Funds, Mutual Funds, Finance, Series 6, IRAs, ETFs, Wealth, Financial Planners, Bonds, Estate Planning, Investment Management, 401k Rollovers, Long Term Care Insurance, Equities, Long-term Care, Life Insurance, Options, Pensions, Series 24, Fixed Income, Series 65, Funding, Asset Management, Financial Planning
Education
Sonoma State University 1985 — 1987
BA, Environmental Studies and Planning
Wharton School of Business
Securities Institute
GBS Financial Corp 1997 - Present
Merrill Lynch January 1995 - July 1997
Skills
Insurance, Recruitment/Retention, Financial Advisory, Investment Advisory, Strategic Financial..., Financial Services, New Business Development, Recruiting, Business, Wealth Management, Series 7, Investments, 401k, Fixed Annuities, Securities, Retirement Planning, Alternative Investments, Asset Managment, FINRA, Portfolio Management, Leadership, Retirement, Investment Strategies, Series 63, Asset Allocation, Disability Insurance, Hedge Funds, Mutual Funds, Finance, Series 6, IRAs, ETFs, Wealth, Financial Planners, Bonds, Estate Planning, Investment Management, 401k Rollovers, Long Term Care Insurance, Equities, Long-term Care, Life Insurance, Options, Pensions, Series 24, Fixed Income, Series 65, Funding, Asset Management, Financial Planning
Education
Sonoma State University 1985 — 1987
BA, Environmental Studies and Planning
Wharton School of Business
Securities Institute
Joseph Lindsay's Merrill Lynch Experience 2007 - 2008
Job Senior Software Engineer at InComm
Industry Financial Services
Experience
InComm October 2013 - Present
Keller Williams Realty October 2006 - Present
various August 1992 - Present
TEKsystems November 2011 - October 2013
Intermountain Healthcare 2011 - 2013
AccessData August 2011 - November 2011
PDS Inc. March 2011 - August 2011
Headstrong March 2010 - March 2011
StayWell Interactive April 2008 - March 2010
Merrill Lynch 2007 - 2008
Skills
Business Analysis, .NET, Management, Agile Methodologies, CRM, Project Management, SQL, SDLC, JavaScript, C#, XML, Databases, Microsoft SQL Server, Business Intelligence, Scrum, Software Project..., Software Development, Leadership, Requirements Analysis
Education
Westminster College 2001 — 2006
Computer Science
University of Utah 1996 — 1997
Engineering, Korean
Snow College 1993 — 1995
AA, English, Korean, Math
InComm October 2013 - Present
Keller Williams Realty October 2006 - Present
various August 1992 - Present
TEKsystems November 2011 - October 2013
Intermountain Healthcare 2011 - 2013
AccessData August 2011 - November 2011
PDS Inc. March 2011 - August 2011
Headstrong March 2010 - March 2011
StayWell Interactive April 2008 - March 2010
Merrill Lynch 2007 - 2008
Skills
Business Analysis, .NET, Management, Agile Methodologies, CRM, Project Management, SQL, SDLC, JavaScript, C#, XML, Databases, Microsoft SQL Server, Business Intelligence, Scrum, Software Project..., Software Development, Leadership, Requirements Analysis
Education
Westminster College 2001 — 2006
Computer Science
University of Utah 1996 — 1997
Engineering, Korean
Snow College 1993 — 1995
AA, English, Korean, Math
Jonathan Burkan's Merrill Lynch Experience 2001 - 2007
Job Financial Advisor UBS
Industry Financial Services
Experience
UBS Financial Services 2007 - Present
Merrill Lynch 2001 - 2007
Education
Vanderbilt University 1997 — 1999
MBA, Finance
Skidmore College 1990 — 1993
BA, Government
UBS Financial Services 2007 - Present
Merrill Lynch 2001 - 2007
Education
Vanderbilt University 1997 — 1999
MBA, Finance
Skidmore College 1990 — 1993
BA, Government
James Hartigan's Merrill Lynch Experience June 1998 - November 2008
Job Vice President UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Merrill Lynch June 1998 - November 2008
Skills
Series 7
Education
Siena College 1994 — 1998
Bachelor's Degree, Finance
UBS Wealth Management November 2008 - Present
Merrill Lynch June 1998 - November 2008
Skills
Series 7
Education
Siena College 1994 — 1998
Bachelor's Degree, Finance
Silvia Mitare's Merrill Lynch Experience June 2011 - November 2011
Job Analyst at Nitron
Industry Financial Services
Experience
Nitron December 2011 - Present
Merrill Lynch June 2011 - November 2011
United Processing Corporation June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Research, Financial Modeling, Investments, Public Speaking, Bloomberg, Data Analysis, Event Planning, Outlook, Valuation, Marketing, Photoshop, Access, Equities
Education
Siena College 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Nitron December 2011 - Present
Merrill Lynch June 2011 - November 2011
United Processing Corporation June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Research, Financial Modeling, Investments, Public Speaking, Bloomberg, Data Analysis, Event Planning, Outlook, Valuation, Marketing, Photoshop, Access, Equities
Education
Siena College 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Michele Wickles's Merrill Lynch Experience 2008 - 2010
Job Experienced Product Management Executive
Industry Financial Services
Experience
Bank of America 2010 - March 2011
Merrill Lynch 2008 - 2010
Bank of America 2006 - 2008
Bank of America 2005 - 2006
Fleet Bank 2002 - 2005
Fleet Bank 2000 - 2002
Fleet Bank 1998 - 2000
Fleet Bank 1996 - 1998
MassMutual Financial Group 1995 - 1996
Skills
Product/service..., Strategy Development, Distribution Strategies
Education
Smith College
Western New England College School of Law
JD
Bank of America 2010 - March 2011
Merrill Lynch 2008 - 2010
Bank of America 2006 - 2008
Bank of America 2005 - 2006
Fleet Bank 2002 - 2005
Fleet Bank 2000 - 2002
Fleet Bank 1998 - 2000
Fleet Bank 1996 - 1998
MassMutual Financial Group 1995 - 1996
Skills
Product/service..., Strategy Development, Distribution Strategies
Education
Smith College
Western New England College School of Law
JD
Joseph Troiano's Merrill Lynch Experience June 2013 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
AXA Advisors July 2012 - May 2013
Self-Employed August 2011 - June 2012
MF Global November 2007 - July 2011
Man Financial June 1999 - November 2007
E D & F Man November 1997 - June 1999
Skills
Series 7, Series 3, Series 66, NJ Life & Health..., Uniform Combined State..., Insurance, FINRA, Retirement Planning, Fixed Annuities, Options, Strategic Financial..., Long Term Care Insurance, Securities, Life Insurance, Mutual Funds, Financial Services, Equities, Investments, Derivatives, Commodity, Risk Management, Hedging
Education
Siena College 1992 — 1997
Bachelor of Science, Marketing and Management, Finance
Merrill Lynch June 2013 - Present
AXA Advisors July 2012 - May 2013
Self-Employed August 2011 - June 2012
MF Global November 2007 - July 2011
Man Financial June 1999 - November 2007
E D & F Man November 1997 - June 1999
Skills
Series 7, Series 3, Series 66, NJ Life & Health..., Uniform Combined State..., Insurance, FINRA, Retirement Planning, Fixed Annuities, Options, Strategic Financial..., Long Term Care Insurance, Securities, Life Insurance, Mutual Funds, Financial Services, Equities, Investments, Derivatives, Commodity, Risk Management, Hedging
Education
Siena College 1992 — 1997
Bachelor of Science, Marketing and Management, Finance
Jay Thaker's Merrill Lynch Experience 2005 - 2006
Job Software Engineer
Industry Computer Software
Experience
Microsoft Corporation March 2011 - Present
Mastek India Ltd. April 2007 - November 2009
Mastek Ltd 2007 - 2009
Merrill Lynch 2005 - 2006
OrientSoft 2002 - 2004
Route Infosys 1999 - 2000
Skills
Microsoft SQL Server, SaaS, Web Services, .NET, Requirements Analysis, Solution Architecture, Testing, WCF, C#, Cross-functional Team..., Software Development, Design Patterns, SOA, Agile Methodologies, SDLC
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2005 — 2009
Bachelor of Computer Application, Computer
Microsoft Corporation March 2011 - Present
Mastek India Ltd. April 2007 - November 2009
Mastek Ltd 2007 - 2009
Merrill Lynch 2005 - 2006
OrientSoft 2002 - 2004
Route Infosys 1999 - 2000
Skills
Microsoft SQL Server, SaaS, Web Services, .NET, Requirements Analysis, Solution Architecture, Testing, WCF, C#, Cross-functional Team..., Software Development, Design Patterns, SOA, Agile Methodologies, SDLC
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2005 — 2009
Bachelor of Computer Application, Computer
Scott Barnett's Merrill Lynch Experience June 2006 - June 2009
Job Executive Director / Team Leader Head of Underwriting for Morgan Stanley Private Bank NA's Tailored Lending Group.
Industry Financial Services
Experience
Morgan Stanley Private Bank NA August 2009 - Present
Merrill Lynch June 2006 - June 2009
Merrill Lynch March 2004 - June 2006
People's Bank October 2002 - March 2004
Citizens Financial Group June 1999 - October 2002
BankBoston April 1995 - June 1999
Shawmut Bank April 1993 - April 1995
The Bank of New York September 1988 - April 1993
The Bank of New York June 1987 - September 1988
Skills
Banking, Credit, Credit Analysis, Finance, Financial Analysis, Loans, Management, Risk Management
Education
University of Connecticut 1989 — 1993
MBA, Finance
Skidmore College 1983 — 1987
Bachelors, Business
Morgan Stanley Private Bank NA August 2009 - Present
Merrill Lynch June 2006 - June 2009
Merrill Lynch March 2004 - June 2006
People's Bank October 2002 - March 2004
Citizens Financial Group June 1999 - October 2002
BankBoston April 1995 - June 1999
Shawmut Bank April 1993 - April 1995
The Bank of New York September 1988 - April 1993
The Bank of New York June 1987 - September 1988
Skills
Banking, Credit, Credit Analysis, Finance, Financial Analysis, Loans, Management, Risk Management
Education
University of Connecticut 1989 — 1993
MBA, Finance
Skidmore College 1983 — 1987
Bachelors, Business
Judy De Simone Langford's Merrill Lynch Experience 1992 - 1996
Job Experienced IT Trainer and Professional Office Manager
Industry Computer Software
Experience
Robbinsville HS Lacrosse 2010 - Present
Serenity Medical Spa 2005 - 2013
Computer Plus 2000 - 2004
Mercer County Community College 1998 - 1999
Merrill Lynch 1992 - 1996
O'Neill Communications Inc. 1988 - 1992
Barclays Bank PLC 1984 - 1988
Skills
Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Event Planning, Strategic Planning, Leadership, Team Building, Fundraising, Office Management, Software & Hardware...
Education
Siena College 1981 — 1984
Bachelor of Arts (BA), English/Marketing
South Side Senior High School, Rockville Centre, NY 11570 1977 — 1980
New York Regents Diploma, General Studies
Robbinsville HS Lacrosse 2010 - Present
Serenity Medical Spa 2005 - 2013
Computer Plus 2000 - 2004
Mercer County Community College 1998 - 1999
Merrill Lynch 1992 - 1996
O'Neill Communications Inc. 1988 - 1992
Barclays Bank PLC 1984 - 1988
Skills
Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Event Planning, Strategic Planning, Leadership, Team Building, Fundraising, Office Management, Software & Hardware...
Education
Siena College 1981 — 1984
Bachelor of Arts (BA), English/Marketing
South Side Senior High School, Rockville Centre, NY 11570 1977 — 1980
New York Regents Diploma, General Studies
Shiva Prasad Akkaldevi's Merrill Lynch Experience February 2005 - Present
Job Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2005 - Present
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2001 — 2004
MSc(IT), Computers
Merrill Lynch February 2005 - Present
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2001 — 2004
MSc(IT), Computers
Margarita Figueroa's Merrill Lynch Experience July 2011 - Present
Job VP Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Wells Fargo Advisors October 2006 - July 2011
Morgan Stanley 1986 - 2006
Skills
Investments, Series 7, Portfolio Management, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Credit, Financial Analysis, Estate Planning, Banking, Bonds, Securities, Financial Services, Insurance, Financial Risk, Fixed Income, FINRA, Investment Banking
Education
Smith College 1982 — 1986
BA, Psychology/education
Merrill Lynch July 2011 - Present
Wells Fargo Advisors October 2006 - July 2011
Morgan Stanley 1986 - 2006
Skills
Investments, Series 7, Portfolio Management, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Credit, Financial Analysis, Estate Planning, Banking, Bonds, Securities, Financial Services, Insurance, Financial Risk, Fixed Income, FINRA, Investment Banking
Education
Smith College 1982 — 1986
BA, Psychology/education
Dan Angelucci's Merrill Lynch Experience 1987 - Present
Job First Vice President, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch, Private Banking anfd Investment Group 1987 - Present
Merrill Lynch 1987 - Present
Education
Slippery Rock University of Pennsylvania
Merrill Lynch, Private Banking anfd Investment Group 1987 - Present
Merrill Lynch 1987 - Present
Education
Slippery Rock University of Pennsylvania
Steven Wald's Merrill Lynch Experience January 2008 - June 2008
Job Analyst at DoubleLine Capital
Industry Financial Services
Experience
DoubleLine Capital January 2010 - Present
Trust Company of the West September 2008 - December 2009
Merrill Lynch January 2008 - June 2008
Skills
Fixed Income, Asset Management, MBS, Bloomberg, Investments, Financial Analysis
Education
University of Southern California 2006 — 2010
Business, Finance
Singapore Management University 2009 — 2009
Business
DoubleLine Capital January 2010 - Present
Trust Company of the West September 2008 - December 2009
Merrill Lynch January 2008 - June 2008
Skills
Fixed Income, Asset Management, MBS, Bloomberg, Investments, Financial Analysis
Education
University of Southern California 2006 — 2010
Business, Finance
Singapore Management University 2009 — 2009
Business
Carol Vogt's Merrill Lynch Experience January 1984 - January 1989
Job Programs & Operations Manager at Barry County Chamber of Commerce
Industry Consumer Goods
Experience
Barry County Chamber of Commerce June 2012 - March 2014
WSI for Kellogg Company March 2011 - March 2012
Spherion for Kellogg Community College May 2010 - March 2011
Kellogg Company January 1989 - January 2009
Foodservice January 2001 - January 2004
Kellogg Company January 1993 - January 2001
Merrill Lynch January 1984 - January 1989
Baum Insurance Agency January 1979 - January 1984
Skills
Budgets
Education
Siena Heights University
Bachelor of Science, Business Administration
State of Michigan Fire and Casualty Insurance
Barry County Chamber of Commerce June 2012 - March 2014
WSI for Kellogg Company March 2011 - March 2012
Spherion for Kellogg Community College May 2010 - March 2011
Kellogg Company January 1989 - January 2009
Foodservice January 2001 - January 2004
Kellogg Company January 1993 - January 2001
Merrill Lynch January 1984 - January 1989
Baum Insurance Agency January 1979 - January 1984
Skills
Budgets
Education
Siena Heights University
Bachelor of Science, Business Administration
State of Michigan Fire and Casualty Insurance
Lamis Nahas's Merrill Lynch Experience January 2010 - May 2010
Job Investment & Performance Reporting Analyst
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
CapTrust October 2010 - July 2013
Merrill Lynch January 2010 - May 2010
Skills
Analysis, Portfolio Management, Microsoft Word, Investments, Management, Finance, Mutual Funds, Financial Services, Teamwork, Customer Satisfaction, APX (Advanced), Performer (Advanced), Salesgenie, Advanced MS Excel skills, Microsoft Excel
Education
Simmons College 2006 — 2010
Bachelor of Art (BA) in Managerial Finance & Economics GPA 3.65, Managerial Finance/Economics
JPMorgan Chase December 2013 - Present
CapTrust October 2010 - July 2013
Merrill Lynch January 2010 - May 2010
Skills
Analysis, Portfolio Management, Microsoft Word, Investments, Management, Finance, Mutual Funds, Financial Services, Teamwork, Customer Satisfaction, APX (Advanced), Performer (Advanced), Salesgenie, Advanced MS Excel skills, Microsoft Excel
Education
Simmons College 2006 — 2010
Bachelor of Art (BA) in Managerial Finance & Economics GPA 3.65, Managerial Finance/Economics
Patrick Volk's Merrill Lynch Experience 2008 - 2011
Job FeeBased Financial Educator | Money Management | RIA | Fiduciary | Public Speaker | Retirement Planning Advisor
Industry Financial Services
Experience
The Mutual Fund Store 2013 - Present
MML Investor Services 2011 - 2013
Merrill Lynch 2008 - 2011
The Ayco Company, L.P., a Goldman Sachs Company 1996 - 2008
Skills
Financial Planning, Financial Education, Fiduciary Management, Retirement Planning, Retirement, Retirement Plan..., Retirement Savings, Qualified Retirement..., Retirement Income..., Retirement Benefits, Retirement Solutions, Money Management, Social Security, Pensions, Mutual Funds, ETFs, Trust Management, Asset Management, Asset Allocation, Financial Risk...
Education
Siena College 1987 — 1991
BA, Economics
The Mutual Fund Store 2013 - Present
MML Investor Services 2011 - 2013
Merrill Lynch 2008 - 2011
The Ayco Company, L.P., a Goldman Sachs Company 1996 - 2008
Skills
Financial Planning, Financial Education, Fiduciary Management, Retirement Planning, Retirement, Retirement Plan..., Retirement Savings, Qualified Retirement..., Retirement Income..., Retirement Benefits, Retirement Solutions, Money Management, Social Security, Pensions, Mutual Funds, ETFs, Trust Management, Asset Management, Asset Allocation, Financial Risk...
Education
Siena College 1987 — 1991
BA, Economics
Sharyl Silva's Merrill Lynch Experience April 2007 - September 2007
Job Lender Services
Industry Real Estate
Experience
California Housing Finance Agency January 2008 - Present
Merrill Lynch April 2007 - September 2007
New Century Mortgage June 2004 - March 2007
Travis Credit Union June 2002 - June 2004
Skills
Mortgage Lending, Real Estate, REO, Underwriting, FHA, Refinance, Credit, Short Sales, Loan Origination, Loans, Foreclosures, First Time Home Buyers, Mortgage Banking, Investment Properties, Mortgage Underwriting, Affordable Housing, Residential Homes, Sellers, Residential Mortgages, Loss Mitigation, Real Estate Economics, Nonprofits, Real Estate Financing, Community Outreach, USDA, Finance, Customer Service, Real Estate Transactions, Investors, Commercial Real Estate, Referrals, FHA financing
Education
Solano Community College 1997 — 2002
Associates, Liberal Arts
California Housing Finance Agency January 2008 - Present
Merrill Lynch April 2007 - September 2007
New Century Mortgage June 2004 - March 2007
Travis Credit Union June 2002 - June 2004
Skills
Mortgage Lending, Real Estate, REO, Underwriting, FHA, Refinance, Credit, Short Sales, Loan Origination, Loans, Foreclosures, First Time Home Buyers, Mortgage Banking, Investment Properties, Mortgage Underwriting, Affordable Housing, Residential Homes, Sellers, Residential Mortgages, Loss Mitigation, Real Estate Economics, Nonprofits, Real Estate Financing, Community Outreach, USDA, Finance, Customer Service, Real Estate Transactions, Investors, Commercial Real Estate, Referrals, FHA financing
Education
Solano Community College 1997 — 2002
Associates, Liberal Arts
joseph luksis's Merrill Lynch Experience May 1993 - September 1999
Job Seeking long term career opportunities
Industry Financial Services
Experience
Independent Consultant (self employed) 2014 - Present
UBS Investment Bank 1999 - 2013
Merrill Lynch May 1993 - September 1999
SunBank Capital Management August 1988 - May 1993
Skills
Investment Banking, Institutional Sales, Equities, Fixed Income, Capital Markets, Derivatives, Presentations to “C”..., Solutions Selling,..., Logistics Management, Retail{non-financial}...
Education
Siena College 1979 — 1981
BS - Finance, Finance and Financial Management Services
Fulton-Montgomery CC 1977 — 1979
Associates Business Administration, Finance, General
Independent Consultant (self employed) 2014 - Present
UBS Investment Bank 1999 - 2013
Merrill Lynch May 1993 - September 1999
SunBank Capital Management August 1988 - May 1993
Skills
Investment Banking, Institutional Sales, Equities, Fixed Income, Capital Markets, Derivatives, Presentations to “C”..., Solutions Selling,..., Logistics Management, Retail{non-financial}...
Education
Siena College 1979 — 1981
BS - Finance, Finance and Financial Management Services
Fulton-Montgomery CC 1977 — 1979
Associates Business Administration, Finance, General
Elizabeth Armitage's Merrill Lynch Experience 1983 - Present
Job Financial Advisor, First Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 1983 - Present
Merrill Lynch 1983 - Present
Education
Smith College 1978 — 1982
B.A., Economics, Government
Mariemont High School 1975 — 1978
Bank of America Merrill Lynch March 1983 - Present
Merrill Lynch 1983 - Present
Education
Smith College 1978 — 1982
B.A., Economics, Government
Mariemont High School 1975 — 1978
Nick Cecero's Merrill Lynch Experience June 2012 - August 2012
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies June 2015 - Present
PwC August 2014 - May 2015
PwC June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Science (MS), Accounting
Siena College 2009 — 2013
BS, Accounting, Magna Cum Laude
Middletown High School South 2005 — 2009
Jefferies June 2015 - Present
PwC August 2014 - May 2015
PwC June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Science (MS), Accounting
Siena College 2009 — 2013
BS, Accounting, Magna Cum Laude
Middletown High School South 2005 — 2009
Chris Cordray's Merrill Lynch Experience January 2008 - July 2008
Job Sales and Leasing Consultant at Jeff Schmitt Mazda
Industry Automotive
Experience
Jeff Schmitt Mazda July 2013 - Present
Moraine Country Club January 2009 - May 2013
Total Quality Logistics August 2008 - July 2009
Merrill Lynch January 2008 - July 2008
Skills
Logistics, Leadership, Finance, Sales, Financial Services, Microsoft Office, Customer Service, Automotive, Science, Hospitality, Event Planning, Event Management, Time Management, Public Speaking, Organizational...
Education
Wright State University 2003 — 2008
Bachelor’s Degree, Financial Planning and Services, 3.0
Wright State University 2003 — 2008
Bachelor’s Degree, Organizational Leadership, 3.5
Sinclair Community College 1997 — 2002
Associate’s Degree, Physical Sciences
Jeff Schmitt Mazda July 2013 - Present
Moraine Country Club January 2009 - May 2013
Total Quality Logistics August 2008 - July 2009
Merrill Lynch January 2008 - July 2008
Skills
Logistics, Leadership, Finance, Sales, Financial Services, Microsoft Office, Customer Service, Automotive, Science, Hospitality, Event Planning, Event Management, Time Management, Public Speaking, Organizational...
Education
Wright State University 2003 — 2008
Bachelor’s Degree, Financial Planning and Services, 3.0
Wright State University 2003 — 2008
Bachelor’s Degree, Organizational Leadership, 3.5
Sinclair Community College 1997 — 2002
Associate’s Degree, Physical Sciences
Alissa Hyres's Merrill Lynch Experience June 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
New York Life Insurance Company August 2009 - May 2012
Skills
Wealth Management..., Portfolio Management, Financial Services, Long Term Care Insurance, 401k, 401k Rollovers, Small Business, Attorneys, Residential Mortgages, Commercial Banking
Education
Skidmore College 1997 — 2004
Bachelor of Arts (B.A.), History of Religion and Women's Studies
Litchfield High School 1994 — 1997
Merrill Lynch June 2012 - Present
New York Life Insurance Company August 2009 - May 2012
Skills
Wealth Management..., Portfolio Management, Financial Services, Long Term Care Insurance, 401k, 401k Rollovers, Small Business, Attorneys, Residential Mortgages, Commercial Banking
Education
Skidmore College 1997 — 2004
Bachelor of Arts (B.A.), History of Religion and Women's Studies
Litchfield High School 1994 — 1997
Roger Mok's Merrill Lynch Experience February 2011 - May 2013
Job Operations & Middle Office
Industry Financial Services
Experience
Merrill Lynch February 2011 - May 2013
Merrill Lynch February 2008 - February 2011
HSBC January 2001 - October 2007
Skills
Equities, Equity Derivatives, Derivative Operations, Middle Office, Security Operations, Equity Swaps, Options
Education
Simon Fraser University 1997 — 2000
Bachelor of Business Administration (BBA), Finance
Merrill Lynch February 2011 - May 2013
Merrill Lynch February 2008 - February 2011
HSBC January 2001 - October 2007
Skills
Equities, Equity Derivatives, Derivative Operations, Middle Office, Security Operations, Equity Swaps, Options
Education
Simon Fraser University 1997 — 2000
Bachelor of Business Administration (BBA), Finance
Kathleen Durning's Merrill Lynch Experience 2010 - Present
Job Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Merrill Lynch 2008 - 2010
Merrill Lynch 2005 - 2008
FlexCorps Inc 2004 - 2005
Merrill Lynch 1991 - 2001
Skills
Series 7, Investments, Securities, Wealth Management, Risk Management, Series 10, Series 3, Business Management, Client Relationship..., Series 66, Coaching, Supervision and Control, Series 9, Complaint Resolution, FINRA
Education
Smith College
Bachelor of Arts (B.A.)
Merrill Lynch 2010 - Present
Merrill Lynch 2008 - 2010
Merrill Lynch 2005 - 2008
FlexCorps Inc 2004 - 2005
Merrill Lynch 1991 - 2001
Skills
Series 7, Investments, Securities, Wealth Management, Risk Management, Series 10, Series 3, Business Management, Client Relationship..., Series 66, Coaching, Supervision and Control, Series 9, Complaint Resolution, FINRA
Education
Smith College
Bachelor of Arts (B.A.)
Sean Patrick Farrell's Merrill Lynch Experience 2005 - 2009
Job Head of Intl & Domestic Sales Trading at Societe Generale , Americas
Industry Banking
Experience
Societe Generale January 2011 - Present
Collins Stewart January 2009 - January 2011
Merrill Lynch 2005 - 2009
Citi 2000 - 2005
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Investment Sales, Trading, Financial Markets, Management, Equity Sales, Banking, Electronic Trading, Equity Derivatives, Equities, Equity Trading, Portfolio Management, Investment Banking, Capital Markets, Hedge Funds, Bloomberg, Securities, Series 7, Trading Systems, Emerging Markets
Education
Siena College
Bachelor of Arts (BA), Business Administration and Management, General
Societe Generale January 2011 - Present
Collins Stewart January 2009 - January 2011
Merrill Lynch 2005 - 2009
Citi 2000 - 2005
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Investment Sales, Trading, Financial Markets, Management, Equity Sales, Banking, Electronic Trading, Equity Derivatives, Equities, Equity Trading, Portfolio Management, Investment Banking, Capital Markets, Hedge Funds, Bloomberg, Securities, Series 7, Trading Systems, Emerging Markets
Education
Siena College
Bachelor of Arts (BA), Business Administration and Management, General
Anthony Meza's Merrill Lynch Experience June 2006 - January 2012
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2012 - Present
Merrill Lynch June 2006 - January 2012
Education
University of California, Irvine 2004 — 2006
Bachelor of Arts (BA), Economics
Sierra College 2002 — 2004
UBS January 2012 - Present
Merrill Lynch June 2006 - January 2012
Education
University of California, Irvine 2004 — 2006
Bachelor of Arts (BA), Economics
Sierra College 2002 — 2004
Ed Budd Jr.'s Merrill Lynch Experience 1993 - 1995
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade May 2009 - Present
Bancnorth Investment Group of TD Banknorth May 2008 - May 2009
Charles Schwab April 1997 - November 2007
The Family Investment Services Inc. 1995 - 1997
Merrill Lynch 1993 - 1995
Skills
Investments, Customer Service, Sales Management, Portfolio Management, Financial Services, Trade Compliance, Risk Management, Financial Analysis, Complaint Management, Finance, Banking, Credit, Loans, Regulatory Compliance, Series 7, Series 63, Series 65, Series 9, Series 10, Life Insurance, Variable Annuities, Fixed Annuities
Education
Siena College
Bachelor’s Degree, Finance, General
Scottrade May 2009 - Present
Bancnorth Investment Group of TD Banknorth May 2008 - May 2009
Charles Schwab April 1997 - November 2007
The Family Investment Services Inc. 1995 - 1997
Merrill Lynch 1993 - 1995
Skills
Investments, Customer Service, Sales Management, Portfolio Management, Financial Services, Trade Compliance, Risk Management, Financial Analysis, Complaint Management, Finance, Banking, Credit, Loans, Regulatory Compliance, Series 7, Series 63, Series 65, Series 9, Series 10, Life Insurance, Variable Annuities, Fixed Annuities
Education
Siena College
Bachelor’s Degree, Finance, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank