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
John Barbara John Barbara's Merrill Lynch Experience 1980 - 1993
Job Telecom Professional
Industry Telecommunications
Experience
Magnum Global Media Director of TelecommunicationsNew York Mercantile Exchange1997 - 2012
IPC Systems, Inc. 1993 - 1997
Merrill Lynch 1980 - 1993
Skills
Telecom professional, Project management, Experienced manager, International work..., Vendor Management, Manage Client..., Consulting, Business Analysis, Telecommunications, Disaster Recovery, PMP, Project Management, PMO, Data Center, Visio, Integration, Solution Selling, Trading Systems, CRM, Management, Structured Cabling, Managed Services, Trading Floor, Service Delivery, SDLC, VoIP, Project Portfolio..., Unified Communications, Product Management, Wireless Networking
Education
St. John's University
Bachelor of Science, Management
St. John's University, NY
Bachelor of Business Administration (BBA), Business Management
Magnum Global Media Director of TelecommunicationsNew York Mercantile Exchange1997 - 2012
IPC Systems, Inc. 1993 - 1997
Merrill Lynch 1980 - 1993
Skills
Telecom professional, Project management, Experienced manager, International work..., Vendor Management, Manage Client..., Consulting, Business Analysis, Telecommunications, Disaster Recovery, PMP, Project Management, PMO, Data Center, Visio, Integration, Solution Selling, Trading Systems, CRM, Management, Structured Cabling, Managed Services, Trading Floor, Service Delivery, SDLC, VoIP, Project Portfolio..., Unified Communications, Product Management, Wireless Networking
Education
St. John's University
Bachelor of Science, Management
St. John's University, NY
Bachelor of Business Administration (BBA), Business Management
Taylor Quinn, CPA Taylor Quinn, CPA's Merrill Lynch Experience June 2009 - August 2009
Job Manager Financial Services, Banking at KPMG US
Industry Accounting
Experience
KPMG US June 2015 - Present
KPMG November 2010 - Present
Grant Thornton LLP September 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Skills
Auditing, GAAP, Big 4, Accounting, US GAAP, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Internal Controls, External Audit, Financial Services, SOX 404, CPA, Financial Accounting, Derivatives, Banking, Community Banks, Commercial Banking
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2010
M.S., Accounting
Saint John's University 2005 — 2009
B.S., Finance
KPMG US June 2015 - Present
KPMG November 2010 - Present
Grant Thornton LLP September 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Skills
Auditing, GAAP, Big 4, Accounting, US GAAP, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Internal Controls, External Audit, Financial Services, SOX 404, CPA, Financial Accounting, Derivatives, Banking, Community Banks, Commercial Banking
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2010
M.S., Accounting
Saint John's University 2005 — 2009
B.S., Finance
Stephen Fratantaro Stephen Fratantaro's Merrill Lynch Experience May 1997 - December 2002
Job Manager at Huron Consulting Group
Industry Higher Education
Experience
Huron Consulting Group October 2014 - Present
Harvard Medical School March 2013 - September 2014
Harvard Medical School July 2013 - February 2014
University of Pennsylvania February 2011 - February 2013
University of Pennsylvania January 2010 - February 2011
New York University December 2007 - December 2009
University of Pennsylvania April 2006 - November 2007
University of Pennsylvania January 2003 - April 2006
Merrill Lynch May 1997 - December 2002
Skills
Project Management, Business Process, Research, Higher Education, Organizational..., Grants, Financial Analysis, Budgets, Program Management, Project Planning, IACUC, Research Administration, Federal Grant Management, Management, Human Resources, Nonprofits, Proposal Writing, Contract Negotiation, Higher Education..., Policy, Program Evaluation, Leadership, Program Development, Analysis
Education
St. Francis University 1993 — 1997
BS, Accounting
Bishop Egan H.S. 1989 — 1993
Huron Consulting Group October 2014 - Present
Harvard Medical School March 2013 - September 2014
Harvard Medical School July 2013 - February 2014
University of Pennsylvania February 2011 - February 2013
University of Pennsylvania January 2010 - February 2011
New York University December 2007 - December 2009
University of Pennsylvania April 2006 - November 2007
University of Pennsylvania January 2003 - April 2006
Merrill Lynch May 1997 - December 2002
Skills
Project Management, Business Process, Research, Higher Education, Organizational..., Grants, Financial Analysis, Budgets, Program Management, Project Planning, IACUC, Research Administration, Federal Grant Management, Management, Human Resources, Nonprofits, Proposal Writing, Contract Negotiation, Higher Education..., Policy, Program Evaluation, Leadership, Program Development, Analysis
Education
St. Francis University 1993 — 1997
BS, Accounting
Bishop Egan H.S. 1989 — 1993
Joseph G. DeRosa's Merrill Lynch Experience July 2005 - October 2006
Job SVP Marketing & Sales at Distinguished Programs
Industry Financial Services
Experience
Distinguished Programs December 2013 - Present
PrimePay January 2012 - November 2013
AlphaStaff June 2010 - January 2012
Employers Insurance Group October 2006 - June 2010
Merrill Lynch July 2005 - October 2006
Intuit May 2002 - July 2005
Paychex 1997 - 2002
Citibank 1995 - 1997
NationsBank of Georgia 1993 - 1995
Wachovia Bank of Georgia 1990 - 1993
Skills
Building Strong Teams, Presentation Development, Strategic Communications, Insurance, Brokers, Channel Management, HRO, SMB, Payroll Administration, Thought Leadership, Payroll, Channel Partners, Strategic Partnerships, CRM, High Performance Teams, Strategy, Salesforce.com, Sales Process, Management, Business Development, Strategic Planning, Selling, Leadership, Marketing, Team Building, Product Management, Sales, Sales Management, Account Management, Marketing Communications, SaaS, Lead Generation, Employee Benefits, Change Management, Program Management, Coaching, Team Leadership, B2B, Customer Retention, Executive Management, Cold Calling, Small Business, Sales Presentations, Start-ups, Human Resources, Sales Operations, New Business Development, Risk Management, Direct Sales, P&L Management
Education
Saint John Fisher College 1987 — 1989
Bachelor of Business Administration (B.B.A.), Business Management/Marketing
Distinguished Programs December 2013 - Present
PrimePay January 2012 - November 2013
AlphaStaff June 2010 - January 2012
Employers Insurance Group October 2006 - June 2010
Merrill Lynch July 2005 - October 2006
Intuit May 2002 - July 2005
Paychex 1997 - 2002
Citibank 1995 - 1997
NationsBank of Georgia 1993 - 1995
Wachovia Bank of Georgia 1990 - 1993
Skills
Building Strong Teams, Presentation Development, Strategic Communications, Insurance, Brokers, Channel Management, HRO, SMB, Payroll Administration, Thought Leadership, Payroll, Channel Partners, Strategic Partnerships, CRM, High Performance Teams, Strategy, Salesforce.com, Sales Process, Management, Business Development, Strategic Planning, Selling, Leadership, Marketing, Team Building, Product Management, Sales, Sales Management, Account Management, Marketing Communications, SaaS, Lead Generation, Employee Benefits, Change Management, Program Management, Coaching, Team Leadership, B2B, Customer Retention, Executive Management, Cold Calling, Small Business, Sales Presentations, Start-ups, Human Resources, Sales Operations, New Business Development, Risk Management, Direct Sales, P&L Management
Education
Saint John Fisher College 1987 — 1989
Bachelor of Business Administration (B.B.A.), Business Management/Marketing
Michele Boulden Michele Boulden's Merrill Lynch Experience June 2008 - August 2008
Job Client Service Associate for JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
Herbalife March 2014 - Present
ATA Martial Arts January 1998 - Present
Independence Wealth Strategies, office of MetLife May 2012 - January 2014
Merrill Lynch June 2008 - August 2008
Skills
Small Business, Retirement Planning, Leadership, Teamwork, Life & Health Insurance..., Series 6, Series 63, Series 7
Education
Wilmington University 2010 — 2012
Bachelor's degree, Organizational Management
Saint Joseph's College 2007 — 2009
St. Mark's High School
JPMorgan Chase January 2014 - Present
Herbalife March 2014 - Present
ATA Martial Arts January 1998 - Present
Independence Wealth Strategies, office of MetLife May 2012 - January 2014
Merrill Lynch June 2008 - August 2008
Skills
Small Business, Retirement Planning, Leadership, Teamwork, Life & Health Insurance..., Series 6, Series 63, Series 7
Education
Wilmington University 2010 — 2012
Bachelor's degree, Organizational Management
Saint Joseph's College 2007 — 2009
St. Mark's High School
Karen Stark Karen Stark's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Washington Post/Newsweek 1995 - 2009
Washington Post/Newsweek 1987 - 1994
Washington Post/Newsweek 1985 - 1987
Skills
Budgeting, Procurement, Strategic Planning, Inventory Management, Contract Negotiations, Logistics, Strategic Sourcing, Forecasting, Financial Analysis, Financial Reporting, Negotiation, Excel, Customer Relations, Team Building, PowerPoint, Word, Problem Solving, Contract Negotiation, Budgets, Customer Service, Business Strategy, Microsoft Excel, Finance, Strategic Financial..., Change Management, Financial Modeling, Accounting, Business Planning, Management, Strategy, Leadership, Business Development, Operations Management, Analysis, Process Improvement, Cross-functional Team..., Financial Planning
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1985
B.S, Logistics & Marketing
Saint John's University - Peter J. Tobin College of Business
M.B.A, Finance
Merrill Lynch 2011 - Present
Washington Post/Newsweek 1995 - 2009
Washington Post/Newsweek 1987 - 1994
Washington Post/Newsweek 1985 - 1987
Skills
Budgeting, Procurement, Strategic Planning, Inventory Management, Contract Negotiations, Logistics, Strategic Sourcing, Forecasting, Financial Analysis, Financial Reporting, Negotiation, Excel, Customer Relations, Team Building, PowerPoint, Word, Problem Solving, Contract Negotiation, Budgets, Customer Service, Business Strategy, Microsoft Excel, Finance, Strategic Financial..., Change Management, Financial Modeling, Accounting, Business Planning, Management, Strategy, Leadership, Business Development, Operations Management, Analysis, Process Improvement, Cross-functional Team..., Financial Planning
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1985
B.S, Logistics & Marketing
Saint John's University - Peter J. Tobin College of Business
M.B.A, Finance
Anthony Freer Anthony Freer's Merrill Lynch Experience May 2007 - August 2007
Job Assistant General Manager at JLL
Industry Financial Services
Experience
JLL August 2014 - Present
Cushman & Wakefield March 2014 - August 2014
Cushman & Wakefield March 2011 - February 2014
Raindew Family Center, LLC November 2002 - January 2011
Merrill Lynch May 2007 - August 2007
Skills
Marketing, Financial Modeling, Leadership, Sales, Management, Entrepreneurship, Accounting, Project Management, Time Management, Management Consulting, Asset Management, Valuation, Account Reconciliation, Contract Negotiation, Nonprofits, Investments, Lease Administration, Leases, Corporate Real Estate, Financial Analysis, Microsoft Excel, Asset Managment, Real Estate, Property Management, Negotiation, Strategic Planning, Microsoft Office, Budgets, Portfolio Management, Tenant
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
Bachelor of Science, Management
JLL August 2014 - Present
Cushman & Wakefield March 2014 - August 2014
Cushman & Wakefield March 2011 - February 2014
Raindew Family Center, LLC November 2002 - January 2011
Merrill Lynch May 2007 - August 2007
Skills
Marketing, Financial Modeling, Leadership, Sales, Management, Entrepreneurship, Accounting, Project Management, Time Management, Management Consulting, Asset Management, Valuation, Account Reconciliation, Contract Negotiation, Nonprofits, Investments, Lease Administration, Leases, Corporate Real Estate, Financial Analysis, Microsoft Excel, Asset Managment, Real Estate, Property Management, Negotiation, Strategic Planning, Microsoft Office, Budgets, Portfolio Management, Tenant
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
Bachelor of Science, Management
John Barry, APR, AIF, C(k)P John Barry, APR, AIF, C(k)P's Merrill Lynch Experience June 1987 - June 1993
Job Bringing innovation to 401k plans and retirement savings, named 401k PLAN ADVISER OF THE YEAR by PlanSponsor Magazine
Industry Financial Services
Experience
JMB Wealth Management, Inc. / National Planning Corporation 2006 - Present
USI Insurance Services April 2004 - December 2006
Dodge, Warren & Peters Insurance Services 1996 - 2004
Associated Securities Corp. June 1993 - June 1996
Merrill Lynch June 1987 - June 1993
Skills
401k, Retirement Planning, Investments, Retirement, Defined Benefit, ERISA, Fiduciary Management, Wealth Management, Executive Pay, Series 6, Valuation, Disability Insurance, Profit Sharing, Series 7, Series 24, Series 65, Financial Services, Finance, Insurance, Management, Mutual Funds, Series 63, Employee Benefits, Strategic Planning, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
Bachlor of Science, Marketing
JMB Wealth Management, Inc. / National Planning Corporation 2006 - Present
USI Insurance Services April 2004 - December 2006
Dodge, Warren & Peters Insurance Services 1996 - 2004
Associated Securities Corp. June 1993 - June 1996
Merrill Lynch June 1987 - June 1993
Skills
401k, Retirement Planning, Investments, Retirement, Defined Benefit, ERISA, Fiduciary Management, Wealth Management, Executive Pay, Series 6, Valuation, Disability Insurance, Profit Sharing, Series 7, Series 24, Series 65, Financial Services, Finance, Insurance, Management, Mutual Funds, Series 63, Employee Benefits, Strategic Planning, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
Bachlor of Science, Marketing
Christopher Dennis's Merrill Lynch Experience January 2008 - May 2008
Job Attorney at Wilson Elser
Industry Law Practice
Experience
Wilson Elser August 2015 - Present
PwC January 2014 - June 2014
La Sorsa & Benevantano September 2013 - November 2013
Hofstra University Securities & Arbitration Clinic August 2012 - December 2012
Malen & Associates, P.C. September 2011 - December 2012
Nassau/Suffolk Law Services May 2011 - August 2011
Sharifov & Russell LLP May 2010 - August 2010
Merrill Lynch January 2008 - May 2008
Skills
Logics, Legal Writing, Legal Research, Westlaw, Civil Litigation, Criminal Law, Litigation, Courts, Motions, LexisNexis, Arbitration, Trials, Microsoft Office, Mediation, Corporate Law, Bankruptcy
Education
Maurice A. Deane School of Law at Hofstra University 2011 — 2012
Doctor of Law (J.D.), Corporate & Commercial Law
Thomas M. Cooley Law School 2009 — 2010
St. John's University
Bachelor of Applied Science (B.A.Sc.), Finance
Wilson Elser August 2015 - Present
PwC January 2014 - June 2014
La Sorsa & Benevantano September 2013 - November 2013
Hofstra University Securities & Arbitration Clinic August 2012 - December 2012
Malen & Associates, P.C. September 2011 - December 2012
Nassau/Suffolk Law Services May 2011 - August 2011
Sharifov & Russell LLP May 2010 - August 2010
Merrill Lynch January 2008 - May 2008
Skills
Logics, Legal Writing, Legal Research, Westlaw, Civil Litigation, Criminal Law, Litigation, Courts, Motions, LexisNexis, Arbitration, Trials, Microsoft Office, Mediation, Corporate Law, Bankruptcy
Education
Maurice A. Deane School of Law at Hofstra University 2011 — 2012
Doctor of Law (J.D.), Corporate & Commercial Law
Thomas M. Cooley Law School 2009 — 2010
St. John's University
Bachelor of Applied Science (B.A.Sc.), Finance
Christina Mendez Christina Mendez's Merrill Lynch Experience February 2011 - September 2011
Job Registered Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. September 2011 - Present
Merrill Lynch February 2011 - September 2011
Oppenheimer & Co. Inc. June 2006 - February 2011
Skills
Series 7, Wealth Management, Series 63, Equities, Fixed Income, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Uniform Combined State..., Alternative Investments, Bloomberg, Portfolio Management, Asset Management, Investment Advisory, Hedge Funds, Strategic Financial..., Investment Strategies, FINRA
Education
St. John's University 2002 — 2006
Bachelor of Science (BS), Finance, General
UBS Financial Services Inc. September 2011 - Present
Merrill Lynch February 2011 - September 2011
Oppenheimer & Co. Inc. June 2006 - February 2011
Skills
Series 7, Wealth Management, Series 63, Equities, Fixed Income, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Uniform Combined State..., Alternative Investments, Bloomberg, Portfolio Management, Asset Management, Investment Advisory, Hedge Funds, Strategic Financial..., Investment Strategies, FINRA
Education
St. John's University 2002 — 2006
Bachelor of Science (BS), Finance, General
Stephen Kohlmann Stephen Kohlmann's Merrill Lynch Experience August 1979 - February 2007
Job AVP Investments at Teachers Federal Credit Union
Industry Banking
Experience
Teachers Federal Credit Union August 2008 - Present
OmniCap Group (a Nixon Peabody subsidiary) May 2007 - May 2008
Merrill Lynch August 1979 - February 2007
Skills
Investments, Portfolio Management, Fixed Income, Banking, Trading, Capital Markets, Risk Management, Finance, Financial Services, Insurance, Securities, Accounting, Mutual Funds, Asset Management, Management, Credit, Financial Modeling, Financial Analysis, Wealth Management, Equities, Credit Analysis, Bonds
Education
Saint John's University - Peter J. Tobin College of Business 1980 — 1984
MBA, Finance
State University of New York College at Oneonta 1976 — 1979
BS, Economics
Teachers Federal Credit Union August 2008 - Present
OmniCap Group (a Nixon Peabody subsidiary) May 2007 - May 2008
Merrill Lynch August 1979 - February 2007
Skills
Investments, Portfolio Management, Fixed Income, Banking, Trading, Capital Markets, Risk Management, Finance, Financial Services, Insurance, Securities, Accounting, Mutual Funds, Asset Management, Management, Credit, Financial Modeling, Financial Analysis, Wealth Management, Equities, Credit Analysis, Bonds
Education
Saint John's University - Peter J. Tobin College of Business 1980 — 1984
MBA, Finance
State University of New York College at Oneonta 1976 — 1979
BS, Economics
Antonella Moretta Antonella Moretta's Merrill Lynch Experience September 2001 - December 2001
Job Investment Associate, Vice President at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company June 2008 - Present
Fiduciary Trust Company International September 2003 - June 2008
Telligent Investment Management LLC June 2002 - August 2003
Merrill Lynch September 2001 - December 2001
Skills
Bloomberg, Factset, Monte Carlo Simulation, Charles River, Equities, Mutual Funds, Charles River IMS, Asset Allocation, High Net Worth..., Investments, Portfolio Management, Securities, Trading, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Fontbonne hall academy
Fiduciary Trust Company June 2008 - Present
Fiduciary Trust Company International September 2003 - June 2008
Telligent Investment Management LLC June 2002 - August 2003
Merrill Lynch September 2001 - December 2001
Skills
Bloomberg, Factset, Monte Carlo Simulation, Charles River, Equities, Mutual Funds, Charles River IMS, Asset Allocation, High Net Worth..., Investments, Portfolio Management, Securities, Trading, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Fontbonne hall academy
Helen Margolnick Helen Margolnick's Merrill Lynch Experience 1997 - 2002
Job Merrill Lynch
Industry Financial Services
Experience
Executive Network Assistants March 2007 - October 2012
Merrill Lynch 1997 - 2002
Merrill Lynch 1995 - 2000
Merrill Lynch 1994 - 1996
Skills
Bilingual-English/Spanis..., Goal Oriented, Highly detail oriented, 10 Key, Microsoft Excel, Close Attention to..., Filing, Process Improvement, Customer Service, Microsoft Office, Cashiering, Team-oriented, Phone Etiquette, Management, Purchasing, Project Management
Education
Sacred HeartUniversity 2012 — 2014
Masters, Elementary Education and Teaching
St. John's University
Bachelors of Science, Business Administration and Management, General
Executive Network Assistants March 2007 - October 2012
Merrill Lynch 1997 - 2002
Merrill Lynch 1995 - 2000
Merrill Lynch 1994 - 1996
Skills
Bilingual-English/Spanis..., Goal Oriented, Highly detail oriented, 10 Key, Microsoft Excel, Close Attention to..., Filing, Process Improvement, Customer Service, Microsoft Office, Cashiering, Team-oriented, Phone Etiquette, Management, Purchasing, Project Management
Education
Sacred HeartUniversity 2012 — 2014
Masters, Elementary Education and Teaching
St. John's University
Bachelors of Science, Business Administration and Management, General
Brittany Novak Brittany Novak's Merrill Lynch Experience June 2010 - August 2010
Job Financial Services Assurance Associate at EY
Industry Accounting
Experience
EY August 2013 - Present
Ernst & Young June 2012 - August 2012
Avra Estiatorio July 2008 - October 2011
Merrill Lynch June 2010 - August 2010
Northwestern Mutual June 2010 - August 2010
Skills
Accounting, Excel, Microsoft Office, Word, PowerPoint, Microsoft Excel, QuickBooks, Access, Microsoft Word, Financial Analysis, Internal Audit, Financial Accounting, Auditing, Financial Reporting, Finance
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2013
BS/MS 5 year combined program, Accounting/Public Accounting
EY August 2013 - Present
Ernst & Young June 2012 - August 2012
Avra Estiatorio July 2008 - October 2011
Merrill Lynch June 2010 - August 2010
Northwestern Mutual June 2010 - August 2010
Skills
Accounting, Excel, Microsoft Office, Word, PowerPoint, Microsoft Excel, QuickBooks, Access, Microsoft Word, Financial Analysis, Internal Audit, Financial Accounting, Auditing, Financial Reporting, Finance
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2013
BS/MS 5 year combined program, Accounting/Public Accounting
Joseph Milrud's Merrill Lynch Experience September 2008 - March 2009
Job Sr. Business Analyst
Industry Financial Services
Experience
FXDD January 2013 - March 2015
SAR Capital Markets Group September 2009 - March 2012
Merrill Lynch September 2008 - March 2009
Skills
Accounting, Microsoft Excel, Commodity, Banking, PowerPoint, Customer Service, Microsoft Word, Investment Banking, Leadership, Inventory Management, Payroll, Accounts Payable, Russian, Accounts Receivable, Cost Accounting, Windows, FX trading, FX Options, Marketing Strategy, Trading Systems, Management, CRM, Sales, Analysis, Access, Finance, Time Management, Foreign Exchange, Strategy
Education
Saint John's University 2003 — 2009
Bachelor of Science; Bachelor of Science, Accounting; Finance
Saint John's University - Peter J. Tobin College of Business 2003 — 2008
Bachelor's degree, Accounting and Finance
Saint John's University
Associates Degree, Business Administration
FXDD January 2013 - March 2015
SAR Capital Markets Group September 2009 - March 2012
Merrill Lynch September 2008 - March 2009
Skills
Accounting, Microsoft Excel, Commodity, Banking, PowerPoint, Customer Service, Microsoft Word, Investment Banking, Leadership, Inventory Management, Payroll, Accounts Payable, Russian, Accounts Receivable, Cost Accounting, Windows, FX trading, FX Options, Marketing Strategy, Trading Systems, Management, CRM, Sales, Analysis, Access, Finance, Time Management, Foreign Exchange, Strategy
Education
Saint John's University 2003 — 2009
Bachelor of Science; Bachelor of Science, Accounting; Finance
Saint John's University - Peter J. Tobin College of Business 2003 — 2008
Bachelor's degree, Accounting and Finance
Saint John's University
Associates Degree, Business Administration
Don Delima Don Delima's Merrill Lynch Experience December 2008 - April 2009
Job Investment Management Operations Analyst at International Fund Services (NA) LLC, A State Street Company
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
The Permal Group February 2014 - October 2014
JPMorgan Chase December 2013 - January 2014
Morgan Stanley March 2013 - December 2013
Moody's Corporation June 2012 - March 2013
Avis Budget Group June 2011 - May 2012
The Burgiss Group January 2011 - May 2011
Merrill Lynch December 2008 - April 2009
Merill Lynch September 2008 - December 2008
Skills
Analysis, Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, SPSS, Portfolio Management, Valuation, Accounting, Management, Financial Statement..., Data Analysis, Comparable Analysis, PowerPoint, Essbase, Microsoft Word, Eviews, Oracle, Outlook, S-Plus, Webfolio
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
Master of Business Administration, Finance, 3.88
Rutgers University 2004 — 2008
Bachelor of Arts, Economics, 3.12
Holy Spirit High School
International Fund Services (NA) LLC, A State Street Company December 2014 - Present
The Permal Group February 2014 - October 2014
JPMorgan Chase December 2013 - January 2014
Morgan Stanley March 2013 - December 2013
Moody's Corporation June 2012 - March 2013
Avis Budget Group June 2011 - May 2012
The Burgiss Group January 2011 - May 2011
Merrill Lynch December 2008 - April 2009
Merill Lynch September 2008 - December 2008
Skills
Analysis, Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, SPSS, Portfolio Management, Valuation, Accounting, Management, Financial Statement..., Data Analysis, Comparable Analysis, PowerPoint, Essbase, Microsoft Word, Eviews, Oracle, Outlook, S-Plus, Webfolio
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
Master of Business Administration, Finance, 3.88
Rutgers University 2004 — 2008
Bachelor of Arts, Economics, 3.12
Holy Spirit High School
Joseph Abate's Merrill Lynch Experience September 2001 - September 2004
Job 401(k) District Manager at ADP
Industry Financial Services
Experience
ADP August 2011 - Present
ExpertPlan May 2010 - August 2011
AllianceBernstein Investments September 2004 - September 2009
Merrill Lynch September 2001 - September 2004
Royal Alliance 1999 - 2001
International Planning Alliance January 1997 - January 1999
AXA Equitable 1991 - 1996
Skills
401k, Retirement, Series 7, Retirement Planning, Series 63, Pensions, Consultative Selling, Defined Benefit, Financial Services, Defined Contribution, Financial Advisory, Relationship Management, Series 6, Mutual Funds, CRM, Selling, Retirement Plan..., Sales Process, Asset Allocation, Sales
Education
St. Francis University 1983 — 1987
Bachelor of Science, Business Management
Immaculata 1979 — 1983
ADP August 2011 - Present
ExpertPlan May 2010 - August 2011
AllianceBernstein Investments September 2004 - September 2009
Merrill Lynch September 2001 - September 2004
Royal Alliance 1999 - 2001
International Planning Alliance January 1997 - January 1999
AXA Equitable 1991 - 1996
Skills
401k, Retirement, Series 7, Retirement Planning, Series 63, Pensions, Consultative Selling, Defined Benefit, Financial Services, Defined Contribution, Financial Advisory, Relationship Management, Series 6, Mutual Funds, CRM, Selling, Retirement Plan..., Sales Process, Asset Allocation, Sales
Education
St. Francis University 1983 — 1987
Bachelor of Science, Business Management
Immaculata 1979 — 1983
Peter Bianchini Peter Bianchini's Merrill Lynch Experience July 1998 - August 2005
Job Client Service Specialist l Operations Professional I Team Player
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2005 - October 2014
Merrill Lynch July 1998 - August 2005
Jamaica Hospital, TJH Medical Services September 1997 - July 1998
Skills
Client Services, Equities, Settlement, Trade Operations, Securities, Account Reconciliation, Cost Reduction, Fixed Income, Financial Services, Finance, Back Office, Middle Office, Banking, Trade Resolution, Derivatives, Options, Corporate Actions, Process Improvement, Training
Education
St. John's University 1990 — 1995
Bachelor's Degree, Finance, General
Bank of America Merrill Lynch August 2005 - October 2014
Merrill Lynch July 1998 - August 2005
Jamaica Hospital, TJH Medical Services September 1997 - July 1998
Skills
Client Services, Equities, Settlement, Trade Operations, Securities, Account Reconciliation, Cost Reduction, Fixed Income, Financial Services, Finance, Back Office, Middle Office, Banking, Trade Resolution, Derivatives, Options, Corporate Actions, Process Improvement, Training
Education
St. John's University 1990 — 1995
Bachelor's Degree, Finance, General
Leslie Pardo Leslie Pardo's Merrill Lynch Experience January 2001 - August 2003
Job Training Coordinator at Lenox Advisors, Inc.
Industry Financial Services
Experience
Lenox Advisors December 2014 - Present
Citi March 2012 - December 2014
Merrill Lynch January 2001 - August 2003
Merrill Lynch September 1989 - January 2001
Merrill Lynch September 1987 - September 1989
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Talent Management, Performance Management, Event Planning, Project Management, Event Management, Training, Management, Leadership Development
Education
St. John's University 1983 — 1987
Bachelor of Science (BS), Finance, General
Lenox Advisors December 2014 - Present
Citi March 2012 - December 2014
Merrill Lynch January 2001 - August 2003
Merrill Lynch September 1989 - January 2001
Merrill Lynch September 1987 - September 1989
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Talent Management, Performance Management, Event Planning, Project Management, Event Management, Training, Management, Leadership Development
Education
St. John's University 1983 — 1987
Bachelor of Science (BS), Finance, General
Seloie McLeish's Merrill Lynch Experience July 2015 - Present
Job Prime Brokerage Onboarding
Industry Investment Banking
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch November 2013 - June 2015
UBS AG April 2011 - October 2013
J.P. Morgan March 2008 - April 2011
J.P. Morgan July 2006 - March 2008
Skills
Equities, Fixed Income, Investment Banking, Derivatives, Bloomberg, Financial Markets, Trading Systems, Structured Products, Options, Equity Derivatives, Credit Derivatives, Swaps, Relationship Management, Commodity, Middle Office
Education
St. John's University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Merrill Lynch July 2015 - Present
Merrill Lynch November 2013 - June 2015
UBS AG April 2011 - October 2013
J.P. Morgan March 2008 - April 2011
J.P. Morgan July 2006 - March 2008
Skills
Equities, Fixed Income, Investment Banking, Derivatives, Bloomberg, Financial Markets, Trading Systems, Structured Products, Options, Equity Derivatives, Credit Derivatives, Swaps, Relationship Management, Commodity, Middle Office
Education
St. John's University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Timothy McKenna Timothy McKenna's Merrill Lynch Experience March 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
EXPERIS FINANCE & ACCOUNTING SERVICES August 2013 - March 2014
HOMETOWN HEROES, ROCKVILLE CENTRE June 2012 - August 2013
Citi Personal Wealth Management 2009 - 2011
Citigroup Personal Wealth Management 2009 - 2011
Citigroup 2004 - 2011
DLJ/CSFB 1996 - 2004
Skills
Series 63, Series 7, Alternative Investments, Fixed Income, Equities, Series 24, Series 9, Series 10, Internal Audit, Internal Controls, Investments, Capital Markets, Wealth Management, Financial Services, Hedge Funds, Securities, Asset Management, Mutual Funds, Financial Risk, AML, Private Banking, Asset Allocation, Structured Products, Risk Management, Operational Risk, Wealth Management..., Credit, FINRA, Investment Banking, Portfolio Management
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1986
Bachelor of Science (B.S.), Finance
Merrill Lynch March 2014 - Present
EXPERIS FINANCE & ACCOUNTING SERVICES August 2013 - March 2014
HOMETOWN HEROES, ROCKVILLE CENTRE June 2012 - August 2013
Citi Personal Wealth Management 2009 - 2011
Citigroup Personal Wealth Management 2009 - 2011
Citigroup 2004 - 2011
DLJ/CSFB 1996 - 2004
Skills
Series 63, Series 7, Alternative Investments, Fixed Income, Equities, Series 24, Series 9, Series 10, Internal Audit, Internal Controls, Investments, Capital Markets, Wealth Management, Financial Services, Hedge Funds, Securities, Asset Management, Mutual Funds, Financial Risk, AML, Private Banking, Asset Allocation, Structured Products, Risk Management, Operational Risk, Wealth Management..., Credit, FINRA, Investment Banking, Portfolio Management
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1986
Bachelor of Science (B.S.), Finance
Michael Sciavolino Michael Sciavolino's Merrill Lynch Experience July 1992 - January 2002
Job Sr. Project Portfolio Manager, (Consultant)
Industry Financial Services
Experience
Express Scripts August 2011 - Present
Fort Funding Corp. September 2004 - August 2011
Executive IT Management, LLC. January 2002 - September 2004
Merrill Lynch July 1992 - January 2002
Skills
Requirements Analysis, Vendor Management, Business Process..., PMO, Project Management, Business Analysis, Governance, Process Improvement, Integration, Cross-functional Team..., Project Portfolio..., Business Process, Strategy, IT Management, SDLC, Management, IT Strategy, Change Management
Education
St. John's University
Bachelor of Science (B.S.), Computer Science
Express Scripts August 2011 - Present
Fort Funding Corp. September 2004 - August 2011
Executive IT Management, LLC. January 2002 - September 2004
Merrill Lynch July 1992 - January 2002
Skills
Requirements Analysis, Vendor Management, Business Process..., PMO, Project Management, Business Analysis, Governance, Process Improvement, Integration, Cross-functional Team..., Project Portfolio..., Business Process, Strategy, IT Management, SDLC, Management, IT Strategy, Change Management
Education
St. John's University
Bachelor of Science (B.S.), Computer Science
Frank Barone, Jr. Frank Barone, Jr.'s Merrill Lynch Experience April 2000 - October 2000
Job Client Fund Manager CSA Group at RBC Capital Markets, LLC
Industry Financial Services
Experience
RBC Capital Markets, LLC November 2014 - Present
RBC Capital Markets, LLC August 2011 - November 2014
Ivy Securities, Inc. February 2011 - April 2011
Jefferies & Company May 2007 - December 2010
Kellogg Partners April 2006 - April 2007
Prudential Equity Group May 2002 - March 2006
ABN AMRO May 2001 - May 2002
ING October 2000 - April 2001
Merrill Lynch April 2000 - October 2000
ING May 1997 - April 2000
Skills
Equities, Options, Series 63, Management, Business Strategy, Business Planning, Accounting, Capital Markets, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Investment Banking, Securities, Trading, Series 7, Trading Systems, Electronic Trading, Financial Markets, Asset Management, Account Reconciliation
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
B.S., Finance
Archbishop Molloy H.S. 1979 — 1983
High School diploma
RBC Capital Markets, LLC November 2014 - Present
RBC Capital Markets, LLC August 2011 - November 2014
Ivy Securities, Inc. February 2011 - April 2011
Jefferies & Company May 2007 - December 2010
Kellogg Partners April 2006 - April 2007
Prudential Equity Group May 2002 - March 2006
ABN AMRO May 2001 - May 2002
ING October 2000 - April 2001
Merrill Lynch April 2000 - October 2000
ING May 1997 - April 2000
Skills
Equities, Options, Series 63, Management, Business Strategy, Business Planning, Accounting, Capital Markets, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Investment Banking, Securities, Trading, Series 7, Trading Systems, Electronic Trading, Financial Markets, Asset Management, Account Reconciliation
Education
Saint John's University - Peter J. Tobin College of Business 1983 — 1987
B.S., Finance
Archbishop Molloy H.S. 1979 — 1983
High School diploma
Michele La Capria Michele La Capria's Merrill Lynch Experience July 2007 - January 2010
Job Vice President at Stone Magic
Industry Financial Services
Experience
Stone Magic March 2009 - Present
Merrill Lynch July 2007 - January 2010
Bear Stearns Companies Inc January 2006 - July 2007
Instinet Group, LLC August 2004 - January 2006
Project Hospitality December 2001 - August 2004
L'Oreal USA October 2000 - December 2001
L'Oreal USA June 2000 - December 2001
Skills
Journal Entries, Balance, Consolidation, Accounts Payable, Invoicing, QuickBooks, Financial Audits, Account Reconciliation, Variance Analysis, Access, Accounts Receivable, Accruals, Essbase, Financial Statements, Auditing, Payroll, Microsoft Excel, Fixed Assets, Financial Analysis, Bank Reconciliation, Budgets, Accounting, Finance, Internal Audit, General Ledger
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BA, Accounting
St. John's University Staten
B.A, Accounting
Stone Magic March 2009 - Present
Merrill Lynch July 2007 - January 2010
Bear Stearns Companies Inc January 2006 - July 2007
Instinet Group, LLC August 2004 - January 2006
Project Hospitality December 2001 - August 2004
L'Oreal USA October 2000 - December 2001
L'Oreal USA June 2000 - December 2001
Skills
Journal Entries, Balance, Consolidation, Accounts Payable, Invoicing, QuickBooks, Financial Audits, Account Reconciliation, Variance Analysis, Access, Accounts Receivable, Accruals, Essbase, Financial Statements, Auditing, Payroll, Microsoft Excel, Fixed Assets, Financial Analysis, Bank Reconciliation, Budgets, Accounting, Finance, Internal Audit, General Ledger
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BA, Accounting
St. John's University Staten
B.A, Accounting
Rick Urquhart Rick Urquhart's Merrill Lynch Experience January 2010 - May 2010
Job Associate at Ernst & Young
Industry Financial Services
Experience
Ernst & Young January 2013 - Present
Garden City Group May 2011 - January 2013
Allstate September 2006 - May 2011
Merrill Lynch January 2010 - May 2010
Skills
Social Media, Insurance, Financial Analysis, Investments, Financial Modeling, Sales, Strategic Financial..., Underwriting, Financial Services
Education
St. John's University, NY 2006 — 2010
Bachelor of Science (B.S.), Business Management/ Finance
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
bachelor of science, Management
Ernst & Young January 2013 - Present
Garden City Group May 2011 - January 2013
Allstate September 2006 - May 2011
Merrill Lynch January 2010 - May 2010
Skills
Social Media, Insurance, Financial Analysis, Investments, Financial Modeling, Sales, Strategic Financial..., Underwriting, Financial Services
Education
St. John's University, NY 2006 — 2010
Bachelor of Science (B.S.), Business Management/ Finance
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
bachelor of science, Management
Walter (Wally) Smith Walter (Wally) Smith's Merrill Lynch Experience December 1985 - September 1989
Job VP, Compliance Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2014 - Present
Barclays Capital September 2008 - January 2014
Lehman Brothers September 1989 - September 2008
Merrill Lynch December 1985 - September 1989
Sperry Corporation August 1980 - December 1985
Skills
Project Management, Fixed Income, Investment Banking, Trading Systems, Equities, Capital Markets, Market Data, Securities, Business Objects, Business Intelligence, Sybase, Software Development, Middle Office, SDLC, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
APC, Finance
Saint John's University - Peter J. Tobin College of Business 1980 — 1985
MBA, Operations Research
St. John's University 1976 — 1980
BS, Mathematics
Holy Family High School 1972 — 1976
St. Anthony of Padua
JPMorgan Chase March 2014 - Present
Barclays Capital September 2008 - January 2014
Lehman Brothers September 1989 - September 2008
Merrill Lynch December 1985 - September 1989
Sperry Corporation August 1980 - December 1985
Skills
Project Management, Fixed Income, Investment Banking, Trading Systems, Equities, Capital Markets, Market Data, Securities, Business Objects, Business Intelligence, Sybase, Software Development, Middle Office, SDLC, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
APC, Finance
Saint John's University - Peter J. Tobin College of Business 1980 — 1985
MBA, Operations Research
St. John's University 1976 — 1980
BS, Mathematics
Holy Family High School 1972 — 1976
St. Anthony of Padua
John A. Balis John A. Balis's Merrill Lynch Experience 1998 - 2002
Job Account Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters March 2006 - Present
Merrill Lynch 1998 - 2002
Merrill Lynch 1997 - 1998
Skills
Market Data, Financial Markets, Fixed Income, Electronic Trading, Equities, Trading Systems, Bloomberg, Capital Markets, Trading, Derivatives, FX Options, Series 7
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1992
Bachelor of Science, Finance
Saint John's University 1986 — 1992
Bachelor of Science (B.S.), Finance
Thomson Reuters March 2006 - Present
Merrill Lynch 1998 - 2002
Merrill Lynch 1997 - 1998
Skills
Market Data, Financial Markets, Fixed Income, Electronic Trading, Equities, Trading Systems, Bloomberg, Capital Markets, Trading, Derivatives, FX Options, Series 7
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1992
Bachelor of Science, Finance
Saint John's University 1986 — 1992
Bachelor of Science (B.S.), Finance
Gregory Hahn Gregory Hahn's Merrill Lynch Experience October 2006 - January 2008
Job Day Trader
Industry Financial Services
Experience
Arthur Murray Dance Studio August 2012 - Present
Chase Investment Services Corp. February 2008 - November 2011
Merrill Lynch October 2006 - January 2008
Morgan Stanley June 2006 - November 2006
Arthur Murray Dance International July 2001 - June 2006
Skills
Financial Planning, Investments, Wealth Management, Estate Planning, Retirement, Series 7, Insurance, Financial Analysis, Retirement Planning, Customer Relations, Asset Management, Risk Management, Portfolio Management, Strategic Planning, Asset Allocation, New Business Development, Annuities, Negotiation, Sales Management, Customer Service, Ballroom Dance, Latin Dance, Dance Education, Sales, Small Business, Finance, Analysis, Management, Mutual Funds, Banking, Securities, Strategic Financial..., Fixed Annuities
Education
Saint John Fisher College 2006 — 2007
Marketing/Marketing Management, General
State University of New York College at Cortland 1996 — 2001
B.A., Political Science, Secondary Education Social Studies
webster schroeder high school 1992 — 1996
Regents Diploma, Math and Science
Arthur Murray Dance Studio August 2012 - Present
Chase Investment Services Corp. February 2008 - November 2011
Merrill Lynch October 2006 - January 2008
Morgan Stanley June 2006 - November 2006
Arthur Murray Dance International July 2001 - June 2006
Skills
Financial Planning, Investments, Wealth Management, Estate Planning, Retirement, Series 7, Insurance, Financial Analysis, Retirement Planning, Customer Relations, Asset Management, Risk Management, Portfolio Management, Strategic Planning, Asset Allocation, New Business Development, Annuities, Negotiation, Sales Management, Customer Service, Ballroom Dance, Latin Dance, Dance Education, Sales, Small Business, Finance, Analysis, Management, Mutual Funds, Banking, Securities, Strategic Financial..., Fixed Annuities
Education
Saint John Fisher College 2006 — 2007
Marketing/Marketing Management, General
State University of New York College at Cortland 1996 — 2001
B.A., Political Science, Secondary Education Social Studies
webster schroeder high school 1992 — 1996
Regents Diploma, Math and Science
Danielle Izzo Danielle Izzo's Merrill Lynch Experience September 2008 - December 2008
Job Sales Consultant
Industry Accounting
Experience
Paychex September 2010 - Present
Paychex September 2009 - August 2010
Merrill Lynch September 2008 - December 2008
Skills
Start-ups, Solution Selling, Business Relationship..., Sales Presentations, Sales Prospecting, Cold Calling, Payroll Taxes, Small Business, Retirement Plan..., Human Resource Planning, Account Management, Human Resources, Sales Process, 401k, Employee Benefits, Salesforce.com, Sales, Coaching, Management, Customer Retention, Payroll, New Business Development, PEO, Networking, B2B, Interviews, Lead Generation, Team Building, Training, Leadership
Education
Saint John Fisher College
B.S., Bittner School of Business. AACSB Accredited. Business Management & Marketing
Paychex September 2010 - Present
Paychex September 2009 - August 2010
Merrill Lynch September 2008 - December 2008
Skills
Start-ups, Solution Selling, Business Relationship..., Sales Presentations, Sales Prospecting, Cold Calling, Payroll Taxes, Small Business, Retirement Plan..., Human Resource Planning, Account Management, Human Resources, Sales Process, 401k, Employee Benefits, Salesforce.com, Sales, Coaching, Management, Customer Retention, Payroll, New Business Development, PEO, Networking, B2B, Interviews, Lead Generation, Team Building, Training, Leadership
Education
Saint John Fisher College
B.S., Bittner School of Business. AACSB Accredited. Business Management & Marketing
John Sprung John Sprung's Merrill Lynch Experience 1980 - 2008
Job Member of the Board of Directors at Banc of America Preferred Funding Corporation
Industry Financial Services
Experience
Banc of America Preferred Funding Corporation January 2014 - Present
eBooleant Consulting, LLC January 2010 - Present
eBooleant Consulting, LLC January 2010 - Present
folklawproductions January 2004 - Present
ACA Financial Guaranty August 2008 - April 2015
Merrill Lynch 1980 - 2008
SIFMA 1999 - 2005
Skills
Portfolio Management, Corporate Governance, Analysis, Bonds, Capital Markets, Due Diligence, Corporate Law, Risk Management, Litigation, Securities Regulation, Securities, Commercial Litigation, Fixed Income, Financial Services, Alternative Investments, FINRA, Investments, Insurance, Investment Banking, Equities
Education
St. John's University School of Law 1967 — 1971
Juris Doctor (J.D.)
Banc of America Preferred Funding Corporation January 2014 - Present
eBooleant Consulting, LLC January 2010 - Present
eBooleant Consulting, LLC January 2010 - Present
folklawproductions January 2004 - Present
ACA Financial Guaranty August 2008 - April 2015
Merrill Lynch 1980 - 2008
SIFMA 1999 - 2005
Skills
Portfolio Management, Corporate Governance, Analysis, Bonds, Capital Markets, Due Diligence, Corporate Law, Risk Management, Litigation, Securities Regulation, Securities, Commercial Litigation, Fixed Income, Financial Services, Alternative Investments, FINRA, Investments, Insurance, Investment Banking, Equities
Education
St. John's University School of Law 1967 — 1971
Juris Doctor (J.D.)
Virginia Travers Virginia Travers's Merrill Lynch Experience 2005 - 2010
Job Certified Nurse Case Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2005 - 2010
CNA Insurance 1999 - 2005
J.P. Morgan 1994 - 1999
Port Authority of New York and New Jersey 1992 - 1994
Continental Insurance Company 1978 - 1992
Skills
Workers Compensation, Human Resources, Healthcare, Strategic Planning, Nursing, Clinical Research
Education
St. Mary's Hospital School of Nursing 1968 — 1971
RN, Nursing
St. Francis College
BS, Health Care Management
Merrill Lynch 2005 - 2010
CNA Insurance 1999 - 2005
J.P. Morgan 1994 - 1999
Port Authority of New York and New Jersey 1992 - 1994
Continental Insurance Company 1978 - 1992
Skills
Workers Compensation, Human Resources, Healthcare, Strategic Planning, Nursing, Clinical Research
Education
St. Mary's Hospital School of Nursing 1968 — 1971
RN, Nursing
St. Francis College
BS, Health Care Management
Ellen Woods Ellen Woods's Merrill Lynch Experience April 2004 - Present
Job Vice President, Global Markets and Investment Banking Compliance
Industry Financial Services
Experience
Bank of America March 2009 - Present
Merrill Lynch April 2004 - Present
Merrill Lynch April 1999 - April 2004
Merrill Lynch January 1997 - April 1999
Merrill Lynch September 1995 - January 1997
Merrill Lynch January 1993 - September 1995
Skills
Series 7, Financial Services, FINRA, USA PATRIOT Act, Series 63, Securities Regulation, Structured Products, Due Diligence, Financial Regulation, Management, Private Equity, OFAC, Derivatives, Trading, Mutual Funds, Options, Financial Risk, Risk Management, Asset Management, Bank Secrecy Act, Alternative Investments, Prime Brokerage, Operational Risk, Investment Advisory, Finance, Financial Markets
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1992
MBA, Finance
Stony Brook University 1986 — 1990
B.S., Business Management
Bank of America March 2009 - Present
Merrill Lynch April 2004 - Present
Merrill Lynch April 1999 - April 2004
Merrill Lynch January 1997 - April 1999
Merrill Lynch September 1995 - January 1997
Merrill Lynch January 1993 - September 1995
Skills
Series 7, Financial Services, FINRA, USA PATRIOT Act, Series 63, Securities Regulation, Structured Products, Due Diligence, Financial Regulation, Management, Private Equity, OFAC, Derivatives, Trading, Mutual Funds, Options, Financial Risk, Risk Management, Asset Management, Bank Secrecy Act, Alternative Investments, Prime Brokerage, Operational Risk, Investment Advisory, Finance, Financial Markets
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1992
MBA, Finance
Stony Brook University 1986 — 1990
B.S., Business Management
Josephine Geraci Josephine Geraci's Merrill Lynch Experience 1993 - 1994
Job Paying It Forward with Josephine Geraci at Toginet Talk Show Host
Industry Consumer Goods
Experience
Toginet Talk Show Host October 2009 - Present
My Mom Knows Best, Inc. 2005 - Present
Lionheart Research Inc. 1993 - 1997
Merrill Lynch 1993 - 1994
Pershing, Division of DLJ MBA Internship Program 1991 - 1993
Schroders 1989 - 1991
Merrill Lynch 1987 - 1989
Skills
Social Media Marketing, Marketing Strategy, Social Media, Social Networking, Online Advertising, Entrepreneurship, Marketing, SEO, Facebook, Public Relations, Customer Service, Advertising, Marketing Research, Brand Development, Online Marketing, Digital Media, Newsletters, New Business Development, Blogging, Integrated Marketing, Digital Marketing, Google Analytics, Market Research, Small Business, Copywriting, Public Speaking, Account Management, Research, E-commerce, Retail, WordPress, Email Marketing, Brand Management, Strategic Planning, Leadership, Business Strategy, Product Marketing, B2B, Team Building, Time Management, Product Development, Coaching, SEM, Marketing Communications, Sales Management, Event Planning, Business Development, Sales, Lead Generation, Graphic Design
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1990
MBA, Marketing
Saint John's University - Peter J. Tobin College of Business 1983 — 1986
Bachelor of Science (B.S.), Finance, General
St. Joseph's Hill Academy 1979 — 1983
St. Paul's Church
Grammer School, Grade 8
Toginet Talk Show Host October 2009 - Present
My Mom Knows Best, Inc. 2005 - Present
Lionheart Research Inc. 1993 - 1997
Merrill Lynch 1993 - 1994
Pershing, Division of DLJ MBA Internship Program 1991 - 1993
Schroders 1989 - 1991
Merrill Lynch 1987 - 1989
Skills
Social Media Marketing, Marketing Strategy, Social Media, Social Networking, Online Advertising, Entrepreneurship, Marketing, SEO, Facebook, Public Relations, Customer Service, Advertising, Marketing Research, Brand Development, Online Marketing, Digital Media, Newsletters, New Business Development, Blogging, Integrated Marketing, Digital Marketing, Google Analytics, Market Research, Small Business, Copywriting, Public Speaking, Account Management, Research, E-commerce, Retail, WordPress, Email Marketing, Brand Management, Strategic Planning, Leadership, Business Strategy, Product Marketing, B2B, Team Building, Time Management, Product Development, Coaching, SEM, Marketing Communications, Sales Management, Event Planning, Business Development, Sales, Lead Generation, Graphic Design
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1990
MBA, Marketing
Saint John's University - Peter J. Tobin College of Business 1983 — 1986
Bachelor of Science (B.S.), Finance, General
St. Joseph's Hill Academy 1979 — 1983
St. Paul's Church
Grammer School, Grade 8
Martin Kiszakiewicz's Merrill Lynch Experience September 2008 - December 2010
Job Vice President Market Risk
Industry Financial Services
Experience
HSBC Global Banking and Markets September 2015 - Present
HSBC Global Banking and Markets November 2013 - Present
Bank of New York Mellon January 2011 - November 2013
Merrill Lynch September 2008 - December 2010
Merrill Lynch August 2007 - September 2008
Citi June 2007 - August 2007
Skills
Excel, Word, PowerPoint, DTCC, Auroa, Vmaster, Trioptima, Swapwire, Summit, Lotus Notes, Outlook, Financial Risk, Management, Microsoft Excel, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2006
B.S, Finance
HSBC Global Banking and Markets September 2015 - Present
HSBC Global Banking and Markets November 2013 - Present
Bank of New York Mellon January 2011 - November 2013
Merrill Lynch September 2008 - December 2010
Merrill Lynch August 2007 - September 2008
Citi June 2007 - August 2007
Skills
Excel, Word, PowerPoint, DTCC, Auroa, Vmaster, Trioptima, Swapwire, Summit, Lotus Notes, Outlook, Financial Risk, Management, Microsoft Excel, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2006
B.S, Finance
William Knaub , MBA Finance, BA Math & Economics's Merrill Lynch Experience June 1997 - September 1997
Job Nominated by George Hochbrueckner(US House of Representatives '87'95) 12/27/1993 to US Airforce Acadamy, Stock Expert
Industry Government Relations
Experience
Connections Bisinis Facilitator, Inc. September 2011 - Present
Family February 2008 - Present
Marchon Eyewear January 2011 - September 2011
Super Enterprises May 2006 - October 2009
IdeaSphere (Twinlab Corporation) January 2004 - May 2006
Twinlab Corporation February 2002 - December 2003
Twinlab Corporation February 2001 - January 2002
Twinlab -Changes International Inc. Division July 2000 - January 2001
Twinlab - Changes International Inc. Division March 1999 - June 2000
Merrill Lynch June 1997 - September 1997
Skills
International Networking, Microsoft Excel, Microsoft Office, Microsoft Word, SAP, PowerPoint, Great Plains Software, Outlook, Financial Analysis, Inventory Management, Analysis, Project Management, Retail, Forecasting, Marketing, Budgets, Merchandising, Finance, Management, Access, Business Analysis, Sales Operations, Product Development, Negotiation, Sales, Start-ups, Purchasing, Program Management, Project Planning, Pricing, Marketing Strategy, Strategic Planning, New Business Development, Customer Service, Leadership, Sales Management, Account Management, Team Building, Business Strategy, Analytics, Strategy, Competitive Analysis, Product Marketing, Business Planning, Accounting, Social Media Marketing, Problem Solving, Public Speaking, Social Media, Contract Negotiation
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2005
MBA, Finance; Investment Banking, 3.81
State University of New York College at Geneseo 1994 — 1998
BA, Mathematics & Economics
Connections Bisinis Facilitator, Inc. September 2011 - Present
Family February 2008 - Present
Marchon Eyewear January 2011 - September 2011
Super Enterprises May 2006 - October 2009
IdeaSphere (Twinlab Corporation) January 2004 - May 2006
Twinlab Corporation February 2002 - December 2003
Twinlab Corporation February 2001 - January 2002
Twinlab -Changes International Inc. Division July 2000 - January 2001
Twinlab - Changes International Inc. Division March 1999 - June 2000
Merrill Lynch June 1997 - September 1997
Skills
International Networking, Microsoft Excel, Microsoft Office, Microsoft Word, SAP, PowerPoint, Great Plains Software, Outlook, Financial Analysis, Inventory Management, Analysis, Project Management, Retail, Forecasting, Marketing, Budgets, Merchandising, Finance, Management, Access, Business Analysis, Sales Operations, Product Development, Negotiation, Sales, Start-ups, Purchasing, Program Management, Project Planning, Pricing, Marketing Strategy, Strategic Planning, New Business Development, Customer Service, Leadership, Sales Management, Account Management, Team Building, Business Strategy, Analytics, Strategy, Competitive Analysis, Product Marketing, Business Planning, Accounting, Social Media Marketing, Problem Solving, Public Speaking, Social Media, Contract Negotiation
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2005
MBA, Finance; Investment Banking, 3.81
State University of New York College at Geneseo 1994 — 1998
BA, Mathematics & Economics
Brian Britt Brian Britt's Merrill Lynch Experience October 1999 - March 2010
Job Managing Director/Senior Wealth Advisor
Industry Investment Management
Experience
National Society of Financial Educators September 2015 - Present
Concert Wealth Management March 2010 - Present
UT San Diego January 2011 - March 2014
Unlock The Game January 2008 - February 2012
Merrill Lynch October 1999 - March 2010
Paine Webber October 1994 - October 1999
Lehman Brothers January 1990 - October 1994
Vantage Financial Services 1987 - 1989
First Investors 1981 - 1987
Skills
Portfolio Management, Series 7, Financial Analysis, Series 63, Strategic Planning, Financial Modeling, Research, Radio Broadcasting, Public Speaking, Wealth Accumulation..., Series 6, Insurance, Retirement Income..., Retirement Plan...
Education
St. John's University 1982 — 1986
Bachelor of Science (B.S.), Economics
National Society of Financial Educators September 2015 - Present
Concert Wealth Management March 2010 - Present
UT San Diego January 2011 - March 2014
Unlock The Game January 2008 - February 2012
Merrill Lynch October 1999 - March 2010
Paine Webber October 1994 - October 1999
Lehman Brothers January 1990 - October 1994
Vantage Financial Services 1987 - 1989
First Investors 1981 - 1987
Skills
Portfolio Management, Series 7, Financial Analysis, Series 63, Strategic Planning, Financial Modeling, Research, Radio Broadcasting, Public Speaking, Wealth Accumulation..., Series 6, Insurance, Retirement Income..., Retirement Plan...
Education
St. John's University 1982 — 1986
Bachelor of Science (B.S.), Economics
Kairavi Patel-Daum's Merrill Lynch Experience July 1987 - December 1988
Job Experienced Marketing Executive
Industry Marketing and Advertising
Experience
Kairavi, Ltd. October 1999 - November 2001
Tibi Hyland, Ltd. November 1998 - October 1999
Bankers Trust Company August 1997 - November 1998
American Express June 1996 - February 1997
American Express August 1995 - June 1996
American Express August 1995 - June 1996
Bankers Trust Company January 1989 - January 1990
Merrill Lynch July 1987 - December 1988
Education
St. John's University School of Law 1990 — 1992
Doctor of Law (JD), International and Corporate Law
Wright State University 1982 — 1986
B.S. in Finance, Banking, Corporate, Finance, and Securities Law
Kairavi, Ltd. October 1999 - November 2001
Tibi Hyland, Ltd. November 1998 - October 1999
Bankers Trust Company August 1997 - November 1998
American Express June 1996 - February 1997
American Express August 1995 - June 1996
American Express August 1995 - June 1996
Bankers Trust Company January 1989 - January 1990
Merrill Lynch July 1987 - December 1988
Education
St. John's University School of Law 1990 — 1992
Doctor of Law (JD), International and Corporate Law
Wright State University 1982 — 1986
B.S. in Finance, Banking, Corporate, Finance, and Securities Law
Frank Donatelli Frank Donatelli's Merrill Lynch Experience June 1998 - September 2008
Job IHC CCAR Project Manager at BNP Paribas
Industry Financial Services
Experience
Prospect 33 December 2013 - Present
Credit Suisse August 2013 - December 2013
Bank of America September 2008 - May 2013
Merrill Lynch June 1998 - September 2008
Credit Suisse Private Banking January 1998 - June 1998
BHF Securities March 1996 - January 1998
Societe Generale Securities June 1994 - March 1996
Skills
Fixed Income, Capital Markets, Derivatives, Credit Derivatives, Securities, Bonds, Basel II, Financial Risk, Credit Risk, Portfolio Management, Bloomberg, Operational Risk, Collateral Management, Middle Office, Swaps, Investment Banking, Trading Systems, Equities, Hedge Funds, Banking, Market Risk, Structured Products, Financial Services, Management, Back Office, Equity Derivatives, FX Options, Project Management
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1994
Bachelor's, Accounting
Prospect 33 December 2013 - Present
Credit Suisse August 2013 - December 2013
Bank of America September 2008 - May 2013
Merrill Lynch June 1998 - September 2008
Credit Suisse Private Banking January 1998 - June 1998
BHF Securities March 1996 - January 1998
Societe Generale Securities June 1994 - March 1996
Skills
Fixed Income, Capital Markets, Derivatives, Credit Derivatives, Securities, Bonds, Basel II, Financial Risk, Credit Risk, Portfolio Management, Bloomberg, Operational Risk, Collateral Management, Middle Office, Swaps, Investment Banking, Trading Systems, Equities, Hedge Funds, Banking, Market Risk, Structured Products, Financial Services, Management, Back Office, Equity Derivatives, FX Options, Project Management
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1994
Bachelor's, Accounting
Joe Russell's Merrill Lynch Experience March 2000 - July 2009
Job Managing Director at Blackstone
Industry Financial Services
Experience
Blackstone September 2010 - Present
Goldman Sachs May 2010 - July 2010
Merrill Lynch March 2000 - July 2009
CIBC Oppenheimer June 1997 - March 2000
Lehman Brothers June 1994 - June 1997
JP Morgan June 1985 - June 1994
Arthur Andersen & Co. August 1981 - June 1985
Skills
Fixed Income, Derivatives, Credit Derivatives, FX Options, Bonds, Trading, Swaps, Options, Interest Rate..., Portfolio Management, Middle Office, Securities, Structured Finance, Financial Reporting, Process Improvement, Emerging Markets, Finance, Financial Risk, Financial Services, Accounting, Credit, Cash Flow Forecasting, Capital Markets, Hedge Funds
Education
St. John's University 2015 — 2019
Bachelor;'s degree, Accounting
Saint John's University 1978 — 1981
BS, Accounting
Blackstone September 2010 - Present
Goldman Sachs May 2010 - July 2010
Merrill Lynch March 2000 - July 2009
CIBC Oppenheimer June 1997 - March 2000
Lehman Brothers June 1994 - June 1997
JP Morgan June 1985 - June 1994
Arthur Andersen & Co. August 1981 - June 1985
Skills
Fixed Income, Derivatives, Credit Derivatives, FX Options, Bonds, Trading, Swaps, Options, Interest Rate..., Portfolio Management, Middle Office, Securities, Structured Finance, Financial Reporting, Process Improvement, Emerging Markets, Finance, Financial Risk, Financial Services, Accounting, Credit, Cash Flow Forecasting, Capital Markets, Hedge Funds
Education
St. John's University 2015 — 2019
Bachelor;'s degree, Accounting
Saint John's University 1978 — 1981
BS, Accounting
W. Spencer Taylor W. Spencer Taylor's Merrill Lynch Experience January 2010 - January 2011
Job Treasury Solutions Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch January 2010 - January 2011
Wells Fargo March 2006 - June 2009
Wells Fargo November 2004 - March 2006
Skills
Portfolio Management, Banking, Finance, Loans, Credit Analysis, Credit Risk, Risk Management, Financial Modeling, Financial Analysis, Financial Services
Education
St. John's College (NM) 1999 — 2004
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch January 2011 - Present
Merrill Lynch January 2010 - January 2011
Wells Fargo March 2006 - June 2009
Wells Fargo November 2004 - March 2006
Skills
Portfolio Management, Banking, Finance, Loans, Credit Analysis, Credit Risk, Risk Management, Financial Modeling, Financial Analysis, Financial Services
Education
St. John's College (NM) 1999 — 2004
Bachelor of Arts (B.A.), Economics
John Mucia Jr.'s Merrill Lynch Experience May 2013 - August 2013
Job Analyst at Nomura
Industry Financial Services
Experience
Nomura August 2015 - Present
McGraw Hill Financial - S&P Capital IQ June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
CastleOak Securities, L.P. May 2012 - August 2012
Skills
Microsoft Office, Leadership, P&L Responsibility, Business Intelligence, Integrity, Bloomberg Software, Analysis, Sell Side, Fidessa, Pitch Books, Problem Solving, P&L Management, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2015
Bachelor of Science (BS), Finance, Sophmore
Nomura August 2015 - Present
McGraw Hill Financial - S&P Capital IQ June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
CastleOak Securities, L.P. May 2012 - August 2012
Skills
Microsoft Office, Leadership, P&L Responsibility, Business Intelligence, Integrity, Bloomberg Software, Analysis, Sell Side, Fidessa, Pitch Books, Problem Solving, P&L Management, Bloomberg
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2015
Bachelor of Science (BS), Finance, Sophmore
Ashley Hylton's Merrill Lynch Experience May 2013 - August 2013
Job REGIONAL HUMAN RESOURCES at Archdiocese of New York
Industry Human Resources
Experience
Archdiocese of New York May 2014 - Present
Barclays Investment Bank August 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Skills
Project Management, Payroll, Investment Banking, SAP HR, SAP R/3, SAP Implementation, ADP Payroll, Taleo, Oracle, Lotus Notes, Access, Talent Acquisition, Onboarding, Employee Relations, Employee Benefits, Human Resources, Deferred Compensation, Benefits Administration, Workforce Planning, Employee Engagement, Performance Management, Organizational..., Management
Education
St. Joseph's College
Advanced Human Resources Management
Certified of Training
Microsoft Excel- Basic and Advanced
Archdiocese of New York May 2014 - Present
Barclays Investment Bank August 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Skills
Project Management, Payroll, Investment Banking, SAP HR, SAP R/3, SAP Implementation, ADP Payroll, Taleo, Oracle, Lotus Notes, Access, Talent Acquisition, Onboarding, Employee Relations, Employee Benefits, Human Resources, Deferred Compensation, Benefits Administration, Workforce Planning, Employee Engagement, Performance Management, Organizational..., Management
Education
St. Joseph's College
Advanced Human Resources Management
Certified of Training
Microsoft Excel- Basic and Advanced
Rose Mohammadi Rose Mohammadi's Merrill Lynch Experience February 2008 - June 2010
Job Director of Operations at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2013 - October 2014
KPMG Advisory February 2011 - August 2011
Merrill Lynch February 2008 - June 2010
Morgan Stanley Smith Barney January 2010 - March 2010
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Equities, Financial Services, Mutual Funds, Finance, Wealth Management, Financial Planning, Risk Management, Hedge Funds, Portfolio Management, Investments, Due Diligence, Financial Advisory, Financial Risk, Asset Management, Relationship Management, Business Development, Internal Audit, Internal Controls, Strategy, Analytics, Financial Markets, Derivatives, Financial Reporting, Insurance, Mortgage Lending, Emerging Markets, Management, Project Management, Leadership, Marketing
Education
Saint John's University 2002 — 2006
BS, Marketing, Finance
St. John's University 2002 — 2006
BS, Marketing
Northwestern Mutual December 2013 - October 2014
KPMG Advisory February 2011 - August 2011
Merrill Lynch February 2008 - June 2010
Morgan Stanley Smith Barney January 2010 - March 2010
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Equities, Financial Services, Mutual Funds, Finance, Wealth Management, Financial Planning, Risk Management, Hedge Funds, Portfolio Management, Investments, Due Diligence, Financial Advisory, Financial Risk, Asset Management, Relationship Management, Business Development, Internal Audit, Internal Controls, Strategy, Analytics, Financial Markets, Derivatives, Financial Reporting, Insurance, Mortgage Lending, Emerging Markets, Management, Project Management, Leadership, Marketing
Education
Saint John's University 2002 — 2006
BS, Marketing, Finance
St. John's University 2002 — 2006
BS, Marketing
Michael Torre's Merrill Lynch Experience February 1998 - May 2001
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2009 - Present
UBS Wealth Management June 2001 - August 2009
Merrill Lynch February 1998 - May 2001
Skills
Investments, Financial Advisory, Wealth Management..., Microsoft Office,..., Risk Management..., Insurance, Alternative Investments, Asset Allocation, Financial Planning, Securities, Series 63, Series 7, Wealth Management, Investment Strategies
Education
St. Francis College 1986 — 1991
Bachelor of Science (BS), Accounting
Oppenheimer & Co. Inc. September 2009 - Present
UBS Wealth Management June 2001 - August 2009
Merrill Lynch February 1998 - May 2001
Skills
Investments, Financial Advisory, Wealth Management..., Microsoft Office,..., Risk Management..., Insurance, Alternative Investments, Asset Allocation, Financial Planning, Securities, Series 63, Series 7, Wealth Management, Investment Strategies
Education
St. Francis College 1986 — 1991
Bachelor of Science (BS), Accounting
Brian P. Drumm's Merrill Lynch Experience February 2013 - November 2014
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Merrill Lynch February 2013 - November 2014
MetLife January 2011 - February 2013
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
St. John Fisher College 2008 — 2010
Bachelor's degree, Economics, 3.2
Pittsford Mendon High School 1997 — 2001
Edward Jones November 2014 - Present
Merrill Lynch February 2013 - November 2014
MetLife January 2011 - February 2013
Skills
Investments, Retirement Planning, Financial Planning, Portfolio Management, Wealth Management, Financial Analysis, Mutual Funds, Insurance, Customer Service, Financial Services
Education
St. John Fisher College 2008 — 2010
Bachelor's degree, Economics, 3.2
Pittsford Mendon High School 1997 — 2001
Tyrone Terrence McKinney (LION 1350+) Tyrone Terrence McKinney (LION 1350+)'s Merrill Lynch Experience November 2010 - May 2012
Job Sr. Linux Technology Consultant
Industry Information Technology and Services
Experience
Various Clients March 2015 - Present
Bloomberg LP June 2013 - January 2015
Xaxis formerly 24/7 Media May 2012 - May 2013
Merrill Lynch November 2010 - May 2012
JPMorgan Chase & Co. Securities - IB Technology, Equities, F&O and Prime Broker CS May 2010 - October 2010
Federal Reserve Bank of New York September 2008 - May 2010
Credit Agricole CIB formerly Calyon CIB April 2007 - September 2008
CBTS May 2006 - March 2007
Hewlett-Packard formerly Opsware/IConclude 2007 - 2007
Various Clients January 2006 - May 2006
Skills
Red Hat Linux, Unix, SAN, VMware, Data Center, Infrastructure, Servers, Storage Area Networks, Enterprise Architecture, NAS, Linux, System Deployment, Perl, Windows Server, Integration, Technical Support, Business Analysis, Project Management, Performance Tuning, Apache, Linux System..., TCP/IP, HP, Microsoft Exchange, Unix Shell Scripting, Pre-sales, NFS, Linux Server, Linux Kernel, VirtualBox, High Frequency Trading, LVM, Technical Product Sales, Linux architecture, Low Latency Trading, HP Servers, xCAT, Post-Sales, IPMI, Cloud Computing, Cloud Computing IaaS, Cloud Applications, OpenStack, Docker, Hybrid Cloud, Private Cloud, Cloud-based, Vagrant
Education
MIRANTIS 2015 — 2015
OpenStack Bootcamp
VERITAS CORPORATION
REDHAT CORPORATION
COMPUTER TECHNOLOGY GROUP
IBM CORPORATION
INTERNATIONAL TECHNICAL SEMINARS
REUTERS CORPORATION
SUN MICROSYSTEMS TRAINING
St. John's University
Bachelor's Degree, Computer Science
St. John's University
Associate's Degree, Computer Science
Various Clients March 2015 - Present
Bloomberg LP June 2013 - January 2015
Xaxis formerly 24/7 Media May 2012 - May 2013
Merrill Lynch November 2010 - May 2012
JPMorgan Chase & Co. Securities - IB Technology, Equities, F&O and Prime Broker CS May 2010 - October 2010
Federal Reserve Bank of New York September 2008 - May 2010
Credit Agricole CIB formerly Calyon CIB April 2007 - September 2008
CBTS May 2006 - March 2007
Hewlett-Packard formerly Opsware/IConclude 2007 - 2007
Various Clients January 2006 - May 2006
Skills
Red Hat Linux, Unix, SAN, VMware, Data Center, Infrastructure, Servers, Storage Area Networks, Enterprise Architecture, NAS, Linux, System Deployment, Perl, Windows Server, Integration, Technical Support, Business Analysis, Project Management, Performance Tuning, Apache, Linux System..., TCP/IP, HP, Microsoft Exchange, Unix Shell Scripting, Pre-sales, NFS, Linux Server, Linux Kernel, VirtualBox, High Frequency Trading, LVM, Technical Product Sales, Linux architecture, Low Latency Trading, HP Servers, xCAT, Post-Sales, IPMI, Cloud Computing, Cloud Computing IaaS, Cloud Applications, OpenStack, Docker, Hybrid Cloud, Private Cloud, Cloud-based, Vagrant
Education
MIRANTIS 2015 — 2015
OpenStack Bootcamp
VERITAS CORPORATION
REDHAT CORPORATION
COMPUTER TECHNOLOGY GROUP
IBM CORPORATION
INTERNATIONAL TECHNICAL SEMINARS
REUTERS CORPORATION
SUN MICROSYSTEMS TRAINING
St. John's University
Bachelor's Degree, Computer Science
St. John's University
Associate's Degree, Computer Science
Jessica Jarvis's Merrill Lynch Experience 2002 - 2004
Job ...
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Barclays March 2013 - June 2014
Barclays April 2010 - March 2013
Morgan Stanley Smith Barney January 2006 - July 2009
Healthbridge 2002 - December 2006
Merrill Lynch 2002 - 2004
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2004
BS, Finance
JPMorgan Chase July 2014 - Present
Barclays March 2013 - June 2014
Barclays April 2010 - March 2013
Morgan Stanley Smith Barney January 2006 - July 2009
Healthbridge 2002 - December 2006
Merrill Lynch 2002 - 2004
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2004
BS, Finance
Chris Danowski's Merrill Lynch Experience September 2010 - December 2010
Job Account Manager at Maxim Healthcare Services
Industry Hospital & Health Care
Experience
Maxim Healthcare Services October 2014 - Present
Maxim Healthcare Services November 2013 - September 2014
Affinity Sports & Entertainment March 2013 - August 2014
JR Sports Enterprises May 2012 - March 2013
Sports Consulting Group January 2012 - May 2012
Rochester Red Wings January 2011 - April 2012
Merrill Lynch September 2010 - December 2010
Buffalo Bills July 2010 - December 2010
Skills
Business Development, Healthcare Management, Healthcare, Sales, Team Building, Sports Marketing, Sports, Sports Management, Event Management, Baseball, Social Media, Marketing, Professional Sports, Athletics, Social Networking, Strength & Conditioning, Public Relations, Facebook, Sponsorship, Public Speaking, Time Management, Event Planning, Social Media Marketing, Coaching, Ticket Sales, Microsoft Office, Media Relations, Customer Service, Advertising, Hockey, Sponsorship Sales, Press Releases, Scouting, Football, Management, Sports Coaching, Fundraising, Sports Writing, Basketball, Sports Industry, Athletic Training, Fitness, Strength Training, Sponsorship Activation, Sports Nutrition, Game Day Operations, Golf, Personal Training, Intercollegiate..., Player Development
Education
University of Denver - Daniels College of Business 2012 — 2013
Masters, Taxation
Saint John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Sport Management, 3.41
Maxim Healthcare Services October 2014 - Present
Maxim Healthcare Services November 2013 - September 2014
Affinity Sports & Entertainment March 2013 - August 2014
JR Sports Enterprises May 2012 - March 2013
Sports Consulting Group January 2012 - May 2012
Rochester Red Wings January 2011 - April 2012
Merrill Lynch September 2010 - December 2010
Buffalo Bills July 2010 - December 2010
Skills
Business Development, Healthcare Management, Healthcare, Sales, Team Building, Sports Marketing, Sports, Sports Management, Event Management, Baseball, Social Media, Marketing, Professional Sports, Athletics, Social Networking, Strength & Conditioning, Public Relations, Facebook, Sponsorship, Public Speaking, Time Management, Event Planning, Social Media Marketing, Coaching, Ticket Sales, Microsoft Office, Media Relations, Customer Service, Advertising, Hockey, Sponsorship Sales, Press Releases, Scouting, Football, Management, Sports Coaching, Fundraising, Sports Writing, Basketball, Sports Industry, Athletic Training, Fitness, Strength Training, Sponsorship Activation, Sports Nutrition, Game Day Operations, Golf, Personal Training, Intercollegiate..., Player Development
Education
University of Denver - Daniels College of Business 2012 — 2013
Masters, Taxation
Saint John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Sport Management, 3.41
Joseph Weingart Joseph Weingart's Merrill Lynch Experience 1997 - 2003
Job Head of Americas Credit, Wealth and Investment Management at Barclays Bank
Industry Capital Markets
Experience
Barclays Bank July 2014 - Present
Sea Cliff Bastion Consulting 2013 - 2014
BNP Paribas October 2008 - December 2013
Bank of America May 2003 - October 2008
Merrill Lynch 1997 - 2003
Skills
Credit Risk Management..., Derivatives, Hedge Funds, Equities, Prime Brokerage, Risk Management, Structured Products, Credit Risk, Capital Markets, Financial Markets, Securities, Financial Institutions, Financial Risk, Back Office, Banking, Financial Services
Education
St. John's University 1982 — 1996
MBA 1996, BS 1986, Quantitative Analysis and Finance, Cum Laude
St. John's University 1982 — 1986
Master's degree, Banking and Financial Support Services
Barclays Bank July 2014 - Present
Sea Cliff Bastion Consulting 2013 - 2014
BNP Paribas October 2008 - December 2013
Bank of America May 2003 - October 2008
Merrill Lynch 1997 - 2003
Skills
Credit Risk Management..., Derivatives, Hedge Funds, Equities, Prime Brokerage, Risk Management, Structured Products, Credit Risk, Capital Markets, Financial Markets, Securities, Financial Institutions, Financial Risk, Back Office, Banking, Financial Services
Education
St. John's University 1982 — 1996
MBA 1996, BS 1986, Quantitative Analysis and Finance, Cum Laude
St. John's University 1982 — 1986
Master's degree, Banking and Financial Support Services
★ Ernesto Feiteira, MBA ★ Ernesto Feiteira, MBA's Merrill Lynch Experience March 1998 - June 2000
Job Solving Problems. Creating Opportunity.
Industry Internet
Experience
Liberty Mutual Insurance January 2013 - Present
Talent Tech Labs August 2012 - Present
Career Corner Digital March 2008 - August 2012
BDO Capital Advisors, LLC December 2010 - June 2011
Garden State Council • SHRM November 2007 - October 2008
Oddcast July 2007 - March 2008
McCann Erickson Worldgroup/NAS May 2006 - June 2007
Employ.com December 2001 - April 2006
Merrill Lynch March 1998 - June 2000
BNP Paribas 1998 - 1998
Skills
Project Management, Public Speaking, Proposal Writing, Negotiation, Financial Analysis, Supplier Evaluation, Strategic Partnerships, Start-ups, Digital Marketing, Strategy, Digital Strategy, Digital Media, Online Advertising, Strategic Planning, Analytics, Entrepreneurship, Social Media, Business Development, Social Media Marketing, Marketing Strategy, Recruiting, Employer Branding, Problem Solving, Leadership, Investment Banking, Management, Project Planning, Mergers & Acquisitions, Business Strategy, Market Research, Financial Modeling, Web Analytics, Marketing, Budgets, Valuation, Mobile Marketing, Integrated Marketing, Mobile Devices, Cross-functional Team..., Team Building, Product Management, Sales, E-commerce, Competitive Analysis, CRM, Corporate Development, Lead Generation, Finance, New Media, New Business Development
Education
NYU Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Strategy & Finance
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
Finance, Minor in Computer Science
SHS 1990 — 1994
Liberty Mutual Insurance January 2013 - Present
Talent Tech Labs August 2012 - Present
Career Corner Digital March 2008 - August 2012
BDO Capital Advisors, LLC December 2010 - June 2011
Garden State Council • SHRM November 2007 - October 2008
Oddcast July 2007 - March 2008
McCann Erickson Worldgroup/NAS May 2006 - June 2007
Employ.com December 2001 - April 2006
Merrill Lynch March 1998 - June 2000
BNP Paribas 1998 - 1998
Skills
Project Management, Public Speaking, Proposal Writing, Negotiation, Financial Analysis, Supplier Evaluation, Strategic Partnerships, Start-ups, Digital Marketing, Strategy, Digital Strategy, Digital Media, Online Advertising, Strategic Planning, Analytics, Entrepreneurship, Social Media, Business Development, Social Media Marketing, Marketing Strategy, Recruiting, Employer Branding, Problem Solving, Leadership, Investment Banking, Management, Project Planning, Mergers & Acquisitions, Business Strategy, Market Research, Financial Modeling, Web Analytics, Marketing, Budgets, Valuation, Mobile Marketing, Integrated Marketing, Mobile Devices, Cross-functional Team..., Team Building, Product Management, Sales, E-commerce, Competitive Analysis, CRM, Corporate Development, Lead Generation, Finance, New Media, New Business Development
Education
NYU Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Strategy & Finance
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
Finance, Minor in Computer Science
SHS 1990 — 1994
Nicholas James Antaki, MBA's Merrill Lynch Experience September 2006 - December 2006
Job Energetic Entrepreneurial Leader Seeking to use Business for Good All introductions truly appreciated
Industry Investment Management
Experience
On the market - open to servant leader opportunities July 2015 - Present
Family Members October 2012 - Present
Tobin College of Business Alumni Association, St. John's University April 2011 - Present
YOR Health, Inc. September 2011 - September 2014
St. John's University September 2009 - January 2011
Graduate-Level Executive-In-Residence Program (EIRP), St. John’s University September 2010 - December 2010
GLOBE GAP (Global Loan Opportunities for Budding Entrepreneurs) (Graduate Affiliate Program) September 2010 - December 2010
Bernstein Global Wealth Management August 2007 - February 2009
Economics and Finance Society, St. John’s Chapter Executive Board September 2005 - May 2007
Merrill Lynch September 2006 - December 2006
Skills
Social Media, Social Media Marketing, Financial Modeling, Financial Analysis, Valuation, Asset Managment, Non-profits, Strategic Planning, Marketing Strategy, Business Strategy, Volunteer Management, Volunteering, International Trade, Travel Planning, Travel, Travel Management, Travel Photography, Adventure Travel, International Relations, International Sales, International Project..., International..., International Law, International Tax, International Logistics, Team Leadership, Leadership Development, Leadership, Strategic Leadership, Youth Mentoring, Campus Ministry, Catholic, Catholic Social Teaching, Catholic Theology, Catholic education, Christianity, Christian Ministry, Christian Counseling, Christian Education, Christian Leadership, Christian Theology, Christian Ethics, New Business Development, Business Development, Business Planning, Social Entrepreneurship, Entrepreneurship, Microfinance, Venture Philanthropy, Venture Capital
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
Master of Business Administration (MBA), International Business, 3.78 GPA
Saint John's University - Peter J. Tobin College of Business 2003 — 2007
Bachelor of Science, Cum Laude, Finance, 3.52 GPA, with Honors
On the market - open to servant leader opportunities July 2015 - Present
Family Members October 2012 - Present
Tobin College of Business Alumni Association, St. John's University April 2011 - Present
YOR Health, Inc. September 2011 - September 2014
St. John's University September 2009 - January 2011
Graduate-Level Executive-In-Residence Program (EIRP), St. John’s University September 2010 - December 2010
GLOBE GAP (Global Loan Opportunities for Budding Entrepreneurs) (Graduate Affiliate Program) September 2010 - December 2010
Bernstein Global Wealth Management August 2007 - February 2009
Economics and Finance Society, St. John’s Chapter Executive Board September 2005 - May 2007
Merrill Lynch September 2006 - December 2006
Skills
Social Media, Social Media Marketing, Financial Modeling, Financial Analysis, Valuation, Asset Managment, Non-profits, Strategic Planning, Marketing Strategy, Business Strategy, Volunteer Management, Volunteering, International Trade, Travel Planning, Travel, Travel Management, Travel Photography, Adventure Travel, International Relations, International Sales, International Project..., International..., International Law, International Tax, International Logistics, Team Leadership, Leadership Development, Leadership, Strategic Leadership, Youth Mentoring, Campus Ministry, Catholic, Catholic Social Teaching, Catholic Theology, Catholic education, Christianity, Christian Ministry, Christian Counseling, Christian Education, Christian Leadership, Christian Theology, Christian Ethics, New Business Development, Business Development, Business Planning, Social Entrepreneurship, Entrepreneurship, Microfinance, Venture Philanthropy, Venture Capital
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
Master of Business Administration (MBA), International Business, 3.78 GPA
Saint John's University - Peter J. Tobin College of Business 2003 — 2007
Bachelor of Science, Cum Laude, Finance, 3.52 GPA, with Honors
Mike Tran's Merrill Lynch Experience April 2005 - November 2009
Job Director at Pico Quantitative Trading
Industry Financial Services
Experience
Pico Quantitative Trading October 2009 - Present
Merrill Lynch April 2005 - November 2009
Skills
Low Latency, High Frequency Trading, Electronic Trading, Trading Systems, Equity Trading, Market Data, Series 7, Prime Brokerage, Options, Series 63, Trading, Securities, Series 24, Exchange Connectivity, Market Making, Risk Management, Business Analysis, Equity Derivatives, Financial Markets, Middle Office, Securities Lending, Derivatives
Education
St. John's University, The Peter J. Tobin College of Business
Bachelors of Science, Finance
Pico Quantitative Trading October 2009 - Present
Merrill Lynch April 2005 - November 2009
Skills
Low Latency, High Frequency Trading, Electronic Trading, Trading Systems, Equity Trading, Market Data, Series 7, Prime Brokerage, Options, Series 63, Trading, Securities, Series 24, Exchange Connectivity, Market Making, Risk Management, Business Analysis, Equity Derivatives, Financial Markets, Middle Office, Securities Lending, Derivatives
Education
St. John's University, The Peter J. Tobin College of Business
Bachelors of Science, Finance
Thomas M Costanzo, CAIA Thomas M Costanzo, CAIA's Merrill Lynch Experience July 2003 - January 2004
Job Vice President at Citi
Industry Investment Management
Experience
Citi December 2013 - Present
Credit Suisse July 2010 - December 2013
BNY Mellon June 2007 - July 2010
BNY Mellon June 2004 - June 2007
BNY Mellon January 2004 - June 2004
Merrill Lynch July 2003 - January 2004
Skills
Private Equity, Co-Investments, Company Valuation, Valuation Modeling, Equity Valuation, Financial Statement..., Investment Research, Hedge Funds, Multi Tasking, Time Management, Microsoft Office, Fund Of Funds, Portfolio Management, Investments, Valuation, Asset Management, Alternative Investments, Mutual Funds
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2004
B.S., Finance, Cum Laude
Archbishop Molloy 1996 — 2000
Highschool, General
Citi December 2013 - Present
Credit Suisse July 2010 - December 2013
BNY Mellon June 2007 - July 2010
BNY Mellon June 2004 - June 2007
BNY Mellon January 2004 - June 2004
Merrill Lynch July 2003 - January 2004
Skills
Private Equity, Co-Investments, Company Valuation, Valuation Modeling, Equity Valuation, Financial Statement..., Investment Research, Hedge Funds, Multi Tasking, Time Management, Microsoft Office, Fund Of Funds, Portfolio Management, Investments, Valuation, Asset Management, Alternative Investments, Mutual Funds
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2004
B.S., Finance, Cum Laude
Archbishop Molloy 1996 — 2000
Highschool, General
Edward Shin Edward Shin's Merrill Lynch Experience May 2008 - August 2008
Job Software Development Consultant at Capco
Industry Music
Experience
Capco July 2014 - Present
Kindred Development March 2014 - July 2014
General Assemb.ly September 2013 - December 2013
Sony Music Entertainment May 2012 - September 2013
Dentium USA November 2011 - May 2012
Avis Budget Group December 2010 - October 2011
Hugh Glenn Corporation February 2010 - July 2010
Merrill Lynch May 2008 - August 2008
Skills
JavaScript, Ruby on Rails, Microsoft Excel, Pricing Analysis, HTML 5, CSS, jQuery, Access, PowerPoint, Pricing Strategy, Marketing, Ruby, Backbone.js, VBA, Microsoft Word, Music Industry, Sinatra, Git, Github, Photoshop, WordPress
Education
State University of New York at Stony Brook 2007 — 2009
B.S., Management & Finance, 3.6
Saint John's University - Peter J. Tobin College of Business 2005 — 2007
The Bronx High School of Science 2001 — 2005
H.S., Science
Capco July 2014 - Present
Kindred Development March 2014 - July 2014
General Assemb.ly September 2013 - December 2013
Sony Music Entertainment May 2012 - September 2013
Dentium USA November 2011 - May 2012
Avis Budget Group December 2010 - October 2011
Hugh Glenn Corporation February 2010 - July 2010
Merrill Lynch May 2008 - August 2008
Skills
JavaScript, Ruby on Rails, Microsoft Excel, Pricing Analysis, HTML 5, CSS, jQuery, Access, PowerPoint, Pricing Strategy, Marketing, Ruby, Backbone.js, VBA, Microsoft Word, Music Industry, Sinatra, Git, Github, Photoshop, WordPress
Education
State University of New York at Stony Brook 2007 — 2009
B.S., Management & Finance, 3.6
Saint John's University - Peter J. Tobin College of Business 2005 — 2007
The Bronx High School of Science 2001 — 2005
H.S., Science
William J. Manning, Jr William J. Manning, Jr's Merrill Lynch Experience 1995 - 2003
Job Morris Duffy Alonso & Faley
Industry Law Practice
Experience
Morris Duffy Alonso & Faley June 2012 - Present
Loeb & Loeb LLP April 2003 - May 2012
Merrill Lynch, Pierce, Fenner & Smith Inc. 1996 - 2003
Merrill Lynch 1995 - 2003
Skills
Securities Regulation, Arbitration, Litigation, Securities Litigation, Corporate Governance, Securities, Commercial Litigation, Civil Litigation, Corporate Law, Dispute Resolution, Westlaw, FINRA, Mediation, Courts, Bankruptcy, AML, Employment Law, Litigation Management, Legal Research, Due Diligence, Alternative Dispute..., Privacy Law, Class Actions, Legal Writing, Joint Ventures, Licensing, Litigation Support, Intellectual Property
Education
Saint John's University School of Law 1979 — 1982
Doctor of Law (J.D.), Law
Colgate University 1975 — 1979
Bachelor of Arts (B.A.), Economics
University of Oxford-Mansfield College 1978 — 1978
Morris Duffy Alonso & Faley June 2012 - Present
Loeb & Loeb LLP April 2003 - May 2012
Merrill Lynch, Pierce, Fenner & Smith Inc. 1996 - 2003
Merrill Lynch 1995 - 2003
Skills
Securities Regulation, Arbitration, Litigation, Securities Litigation, Corporate Governance, Securities, Commercial Litigation, Civil Litigation, Corporate Law, Dispute Resolution, Westlaw, FINRA, Mediation, Courts, Bankruptcy, AML, Employment Law, Litigation Management, Legal Research, Due Diligence, Alternative Dispute..., Privacy Law, Class Actions, Legal Writing, Joint Ventures, Licensing, Litigation Support, Intellectual Property
Education
Saint John's University School of Law 1979 — 1982
Doctor of Law (J.D.), Law
Colgate University 1975 — 1979
Bachelor of Arts (B.A.), Economics
University of Oxford-Mansfield College 1978 — 1978
Edward R. Bauzyk's Merrill Lynch Experience 2004 - 2006
Job Senior Consultant at Intrinsic Partners LLC
Industry Computer Software
Experience
Intrinsic Partners LLC April 2009 - Present
Oracle Financial Services November 2007 - April 2009
The Bank of New York October 2006 - June 2007
Merrill Lynch 2004 - 2006
UBS 2002 - 2004
Westlb 1997 - 2002
Citibank 1994 - 1997
JPMorgan Chase 1991 - 1994
Skills
Risk Management, Enterprise Risk..., Business Analysis, Information Security, MS Excel Pivot Tables, Banking, Project Management, Integration, Structured Finance, Risk Assessment, Capital Markets, Credit Risk, Due Diligence, Analytics, Relationship Management, Enterprise Software, Business Process..., Financial Risk, Financial Services, Investment Banking, Problem Solving, PowerPoint, Microsoft Word, UAT Coordination
Education
Brookdale Community College
Saint John's University - Peter J. Tobin College of Business
MBA - Accounting
Intrinsic Partners LLC April 2009 - Present
Oracle Financial Services November 2007 - April 2009
The Bank of New York October 2006 - June 2007
Merrill Lynch 2004 - 2006
UBS 2002 - 2004
Westlb 1997 - 2002
Citibank 1994 - 1997
JPMorgan Chase 1991 - 1994
Skills
Risk Management, Enterprise Risk..., Business Analysis, Information Security, MS Excel Pivot Tables, Banking, Project Management, Integration, Structured Finance, Risk Assessment, Capital Markets, Credit Risk, Due Diligence, Analytics, Relationship Management, Enterprise Software, Business Process..., Financial Risk, Financial Services, Investment Banking, Problem Solving, PowerPoint, Microsoft Word, UAT Coordination
Education
Brookdale Community College
Saint John's University - Peter J. Tobin College of Business
MBA - Accounting
Tom Conry's Merrill Lynch Experience 1997 - 2002
Job Software Consultant and Contractor
Industry Financial Services
Experience
Merrill Lynch 1997 - 2002
Education
St. Francis College 1977 — 1981
Merrill Lynch 1997 - 2002
Education
St. Francis College 1977 — 1981
Harivaden Mehta's Merrill Lynch Experience January 2004 - May 2004
Job Project Manager / Business Analyst
Industry Banking
Experience
HARC May 2012 - May 2014
JP Morgan Chase January 2007 - May 2012
BAPS January 2006 - March 2011
MTV Networks September 2005 - December 2005
Merrill Lynch January 2004 - May 2004
Skills
Analysis, Program Management, Investment Banking, Management, Banking, Management Consulting, Microsoft Excel, Training, Finance, Leadership, Project Management, Strategic Planning, Business Strategy, Business Analysis, Budgets, Auditing
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2005
Bachelor of Science, Finance & Computer Science
HARC May 2012 - May 2014
JP Morgan Chase January 2007 - May 2012
BAPS January 2006 - March 2011
MTV Networks September 2005 - December 2005
Merrill Lynch January 2004 - May 2004
Skills
Analysis, Program Management, Investment Banking, Management, Banking, Management Consulting, Microsoft Excel, Training, Finance, Leadership, Project Management, Strategic Planning, Business Strategy, Business Analysis, Budgets, Auditing
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2005
Bachelor of Science, Finance & Computer Science
Kates-Mohsin, Megan's Merrill Lynch Experience June 2008 - Present
Job Compliance at Bank of America
Industry Banking
Experience
Bank of America January 2009 - Present
Merrill Lynch June 2008 - Present
Merrill Lynch January 2006 - June 2008
HSBC 2004 - 2005
Education
St. John's University School of Law 2003 — 2007
Bank of America January 2009 - Present
Merrill Lynch June 2008 - Present
Merrill Lynch January 2006 - June 2008
HSBC 2004 - 2005
Education
St. John's University School of Law 2003 — 2007
Ray Powers's Merrill Lynch Experience 1997 - Present
Job Vice President Private Wealth Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1997 - Present
Skills
Strategic Financial..., Series 7, Series 63, Asset Management, Wealth Management, Asset Allocation, Investments, Retirement Planning, Portfolio Management, Mortgage Lending, Leadership, Team Leadership, New Business Development
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
Merrill Lynch 1997 - Present
Skills
Strategic Financial..., Series 7, Series 63, Asset Management, Wealth Management, Asset Allocation, Investments, Retirement Planning, Portfolio Management, Mortgage Lending, Leadership, Team Leadership, New Business Development
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
Matt Abrusci's Merrill Lynch Experience 1985 - 2004
Job Director & Counsel at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2004 - Present
Merrill Lynch 1985 - 2004
Skills
Capital Markets, Corporate Governance, Securities, FINRA, Contract Negotiation, Securities Law, Leveraged Finance, Equities, Corporate Law, E-commerce, Investment Banking, Debt, Securities Regulation, Private Equity, Due Diligence, Securitization, AML, Mergers & Acquisitions, Financial Regulation, Alternative Investments, IPO, Structured Products, Hedge Funds, M&A experience, Cross-border..., Venture Capital, Prime Brokerage, Corporate Finance, Asset Management, Derivatives, Structured Finance, Private Placements, Joint Ventures, Financial Services, ISDA, Dodd-Frank, Fixed Income, Financial Structuring
Education
St. John's University School of Law 1990 — 1994
Saint John's University 1985 — 1989
BA, History
Credit Suisse June 2004 - Present
Merrill Lynch 1985 - 2004
Skills
Capital Markets, Corporate Governance, Securities, FINRA, Contract Negotiation, Securities Law, Leveraged Finance, Equities, Corporate Law, E-commerce, Investment Banking, Debt, Securities Regulation, Private Equity, Due Diligence, Securitization, AML, Mergers & Acquisitions, Financial Regulation, Alternative Investments, IPO, Structured Products, Hedge Funds, M&A experience, Cross-border..., Venture Capital, Prime Brokerage, Corporate Finance, Asset Management, Derivatives, Structured Finance, Private Placements, Joint Ventures, Financial Services, ISDA, Dodd-Frank, Fixed Income, Financial Structuring
Education
St. John's University School of Law 1990 — 1994
Saint John's University 1985 — 1989
BA, History
Marie Philippeaux MBA's Merrill Lynch Experience November 1994 - June 2008
Job Oracle DBA AVP at Bank of America
Industry Financial Services
Experience
Bank of America December 2009 - Present
Merrill Lynch November 1994 - June 2008
Merrill Lynch November 1994 - June 2008
Skills
Oracle HR, Data Warehousing, Performance Tuning, Oracle, Database Administration, SDLC, Disaster Recovery, Oracle RAC, Data Migration, ETL, Integration, PL/SQL, ITIL, Databases, Unix, Business Analysis, Oracle E-Business Suite, Enterprise Architecture, Project Management, Websphere, Data Modeling, Visio, RMAN, Vendor Management, Risk Management, IT Management, IT Service Management, SQL Tuning, Database Design, Solaris
Education
Saint John's University 1994 — 1997
Master of Business Administration (MBA), International Finance
St. John's University
MBA - Focus International Finance, International Finance
Bank of America December 2009 - Present
Merrill Lynch November 1994 - June 2008
Merrill Lynch November 1994 - June 2008
Skills
Oracle HR, Data Warehousing, Performance Tuning, Oracle, Database Administration, SDLC, Disaster Recovery, Oracle RAC, Data Migration, ETL, Integration, PL/SQL, ITIL, Databases, Unix, Business Analysis, Oracle E-Business Suite, Enterprise Architecture, Project Management, Websphere, Data Modeling, Visio, RMAN, Vendor Management, Risk Management, IT Management, IT Service Management, SQL Tuning, Database Design, Solaris
Education
Saint John's University 1994 — 1997
Master of Business Administration (MBA), International Finance
St. John's University
MBA - Focus International Finance, International Finance
Frank Vendome's Merrill Lynch Experience January 2010 - February 2015
Job Managing Director at 1199SEIU
Industry Financial Services
Experience
1199SEIU Benefit and Pension Funds March 2015 - Present
Merrill Lynch January 2010 - February 2015
Barclays Wealth 2008 - January 2010
Lehman Brothers March 2008 - September 2008
Citigroup Private Bank July 2006 - March 2008
HSBC Asset Management January 2006 - July 2006
Epoch Investment Partners July 2004 - January 2006
Merrill Lynch June 1993 - July 2004
Merrill Lynch 1993 - 2004
Skills
Analytics, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Banking, Investments, Risk Management, Securities, Wealth Management, Mutual Funds, Performance Appraisal, Performance Reporting
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor's of Science - Finance, Finance, General
1199SEIU Benefit and Pension Funds March 2015 - Present
Merrill Lynch January 2010 - February 2015
Barclays Wealth 2008 - January 2010
Lehman Brothers March 2008 - September 2008
Citigroup Private Bank July 2006 - March 2008
HSBC Asset Management January 2006 - July 2006
Epoch Investment Partners July 2004 - January 2006
Merrill Lynch June 1993 - July 2004
Merrill Lynch 1993 - 2004
Skills
Analytics, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Banking, Investments, Risk Management, Securities, Wealth Management, Mutual Funds, Performance Appraisal, Performance Reporting
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor's of Science - Finance, Finance, General
Paul Fabiszewski's Merrill Lynch Experience February 2007 - November 2010
Job AML Compliance Analyst at Citigroup Inc., Financial Intelligence Unit
Industry Financial Services
Experience
Citigroup Inc., Financial Intelligence Unit April 2015 - Present
J.P. Morgan November 2010 - July 2014
Merrill Lynch February 2007 - November 2010
Morgan Stanley 2003 - 2007
Skills
Securities, Investments, Asset Allocation, Finance, Series 7, Series 63, Equities, Wealth Management, Mortgage Lending, Mutual Funds, Financial Services, Retirement Planning, Portfolio Management, Fixed Income, Capital Markets, Life & Health Insurance..., Asset Management, FINRA, Microsoft Office, LexisNexis, Anti Money Laundering, OFAC, Factiva, Legal Compliance, KYC, Due Diligence, Bank Secrecy Act
Education
Touro College Jacob D. Fuchsberg Law Center 2010 — 2014
Doctor of Law (J.D.)
St. John's University
BS, Business Management
Chaminade High School
Citigroup Inc., Financial Intelligence Unit April 2015 - Present
J.P. Morgan November 2010 - July 2014
Merrill Lynch February 2007 - November 2010
Morgan Stanley 2003 - 2007
Skills
Securities, Investments, Asset Allocation, Finance, Series 7, Series 63, Equities, Wealth Management, Mortgage Lending, Mutual Funds, Financial Services, Retirement Planning, Portfolio Management, Fixed Income, Capital Markets, Life & Health Insurance..., Asset Management, FINRA, Microsoft Office, LexisNexis, Anti Money Laundering, OFAC, Factiva, Legal Compliance, KYC, Due Diligence, Bank Secrecy Act
Education
Touro College Jacob D. Fuchsberg Law Center 2010 — 2014
Doctor of Law (J.D.)
St. John's University
BS, Business Management
Chaminade High School
Yvonne Kalinic's Merrill Lynch Experience July 2001 - March 2008
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch September 2012 - July 2014
HSBC Securities November 2010 - September 2012
Citi March 2008 - November 2010
Merrill Lynch July 2001 - March 2008
Lehman Brothers July 1998 - July 2001
Republic National Bank January 1994 - July 1998
Skills
Market & Counterparty..., Basel II, Basel III, Emerging Markets, Due Diligence, Fixed Income, Foreign Exchange, Enterprise Risk, Operational Risk, Risk Capital, Derivatives, Capital Markets, Risk Management, Market Risk, Equities, Credit Risk, Strategic Financial..., Analysis, Portfolio Management, Hedge Funds, Trading, Investment Banking, Credit Derivatives, Financial Markets, Enterprise Risk...
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor of Science (BS), Economics & Finance
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch September 2012 - July 2014
HSBC Securities November 2010 - September 2012
Citi March 2008 - November 2010
Merrill Lynch July 2001 - March 2008
Lehman Brothers July 1998 - July 2001
Republic National Bank January 1994 - July 1998
Skills
Market & Counterparty..., Basel II, Basel III, Emerging Markets, Due Diligence, Fixed Income, Foreign Exchange, Enterprise Risk, Operational Risk, Risk Capital, Derivatives, Capital Markets, Risk Management, Market Risk, Equities, Credit Risk, Strategic Financial..., Analysis, Portfolio Management, Hedge Funds, Trading, Investment Banking, Credit Derivatives, Financial Markets, Enterprise Risk...
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor of Science (BS), Economics & Finance
Kristal Volpe's Merrill Lynch Experience March 2005 - Present
Job AVP, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2005 - Present
Skills
Bloomberg, Fixed Income, Securities
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
Merrill Lynch March 2005 - Present
Skills
Bloomberg, Fixed Income, Securities
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
Kristina Rausch's Merrill Lynch Experience October 2007 - February 2008
Job Beauty Brand Manager at Lavanila Laboratories
Industry Financial Services
Experience
LAVANILA LABORATORIES January 2011 - Present
Morgan Stanley Smith Barney February 2008 - January 2011
Merrill Lynch October 2007 - February 2008
Tullett Prebon May 2007 - October 2007
Skills
Series 7, Bloomberg, Fixed Income, Equities, Wealth Management, Securities, Marketing, Mutual Funds, Bonds, Communication Skills, Customer Experience, Organizational..., Relationship Management, Exceeding Expectations, Building Relationships, ETFs, Trading
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2007
BS, Finance
Freehold Township HS 1999 — 2003
High School Diploma
LAVANILA LABORATORIES January 2011 - Present
Morgan Stanley Smith Barney February 2008 - January 2011
Merrill Lynch October 2007 - February 2008
Tullett Prebon May 2007 - October 2007
Skills
Series 7, Bloomberg, Fixed Income, Equities, Wealth Management, Securities, Marketing, Mutual Funds, Bonds, Communication Skills, Customer Experience, Organizational..., Relationship Management, Exceeding Expectations, Building Relationships, ETFs, Trading
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2007
BS, Finance
Freehold Township HS 1999 — 2003
High School Diploma
Charlene Capizzi-Kaforey's Merrill Lynch Experience November 2003 - June 2004
Job Currently out of the market
Industry Banking
Experience
Merrill Lynch November 2003 - June 2004
Advantage FCU May 1992 - July 2002
Monroe Savings Bank January 1988 - July 1992
Monroe Savings Bank July 1982 - January 1988
Consolidated Electrical Distributors July 1981 - June 1982
Education
St. John Fisher College 1977 — 1981
Merrill Lynch November 2003 - June 2004
Advantage FCU May 1992 - July 2002
Monroe Savings Bank January 1988 - July 1992
Monroe Savings Bank July 1982 - January 1988
Consolidated Electrical Distributors July 1981 - June 1982
Education
St. John Fisher College 1977 — 1981
Karla Hall's Merrill Lynch Experience 1998 - 2006
Job Enterprise Risk Officer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2013 - Present
Barclays Capital May 2012 - May 2013
HSBC Securities July 2010 - May 2012
GFI Group April 2008 - July 2010
Morgan Stanley April 2006 - April 2008
Merrill Lynch 1998 - 2006
Skills
Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Operational Risk, Process Improvement, Auditing, Banking, Risk Assessment, Financial Reporting, Leadership, Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2004
MBA, International Business
OppenheimerFunds May 2013 - Present
Barclays Capital May 2012 - May 2013
HSBC Securities July 2010 - May 2012
GFI Group April 2008 - July 2010
Morgan Stanley April 2006 - April 2008
Merrill Lynch 1998 - 2006
Skills
Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Operational Risk, Process Improvement, Auditing, Banking, Risk Assessment, Financial Reporting, Leadership, Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2004
MBA, International Business
James Giordano's Merrill Lynch Experience April 2004 - August 2009
Job Director at CIBC
Industry Financial Services
Experience
CIBC October 2009 - Present
Merrill Lynch April 2004 - August 2009
Citigroup November 1999 - April 2004
Paine Webber April 1998 - November 1999
Skills
Credit Analysis, Risk Management, Hedge Funds, Asset Management, Mutual Funds, Relationship Management, Bloomberg, Capital Markets, Credit, Credit Risk, Derivatives, Fixed Income, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2000
MBA, Financial Services
St. Francis College 1992 — 1996
BS, Management
CIBC October 2009 - Present
Merrill Lynch April 2004 - August 2009
Citigroup November 1999 - April 2004
Paine Webber April 1998 - November 1999
Skills
Credit Analysis, Risk Management, Hedge Funds, Asset Management, Mutual Funds, Relationship Management, Bloomberg, Capital Markets, Credit, Credit Risk, Derivatives, Fixed Income, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2000
MBA, Financial Services
St. Francis College 1992 — 1996
BS, Management
James Parmigiani's Merrill Lynch Experience January 2008 - June 2008
Job Student at Saint John's University Peter J. Tobin College of Business
Industry Financial Services
Experience
Staples June 2004 - Present
Merrill Lynch January 2008 - June 2008
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
Staples June 2004 - Present
Merrill Lynch January 2008 - June 2008
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
Joe Bova's Merrill Lynch Experience January 2000 - November 2009
Job Director Head of Financial Reporting and Control for the U.S Branches
Industry Financial Services
Experience
Barclays Investment Bank November 2009 - Present
Merrill Lynch January 2000 - November 2009
PricewaterhouseCoopers November 1997 - January 2000
Serluco & Co. October 1995 - November 1997
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Accounting, Investment Banking, Hedge Funds, Banking, Financial Controlling, Financial Reporting, Commercial Real Estate
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1995
Bachelor of Science (BS), Accounting
Johnson Regional High School 1987 — 1991
Barclays Investment Bank November 2009 - Present
Merrill Lynch January 2000 - November 2009
PricewaterhouseCoopers November 1997 - January 2000
Serluco & Co. October 1995 - November 1997
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Accounting, Investment Banking, Hedge Funds, Banking, Financial Controlling, Financial Reporting, Commercial Real Estate
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1995
Bachelor of Science (BS), Accounting
Johnson Regional High School 1987 — 1991
Barbara Parry Fox's Merrill Lynch Experience 1993 - 1998
Job Vice PresidentSourcing Manager, Corporate and Investment Bank Banking Platforms
Industry Financial Services
Experience
JPMorgan Chase April 2013 - Present
Verizon 2010 - 2013
Merck & Co. (formerly Schering-Plough) 2005 - 2010
Pfizer Inc. (formerly Pharmacia Corporation) 1999 - 2003
Merrill Lynch 1993 - 1998
Federal Home Loan Bank of New York 1990 - 1992
US Department of Defense 1988 - 1990
Winston & Strawn LLP (formerly Cole & Deitz) 1986 - 1988
Skills
Strategic Sourcing, Contract Management, Negotiation, Process Improvement, Telecommunications, Global Sourcing, Ariba, RFP, Procurement, Supply Management, Vendor Management, Cross-functional Team..., E-procurement, Outsourcing, Contract Negotiation, Management, Sourcing, Supply Chain, Purchasing, Supply Chain Management, Strategy, Mergers & Acquisitions, Human Resources, Change Management, Six Sigma, Analysis, Leadership, Recruiting, Pricing, Training, Business Process...
Education
Saint John's University School of Law 1983 — 1986
J.D., Law
Vassar College 1979 — 1983
B.A., Italian
JPMorgan Chase April 2013 - Present
Verizon 2010 - 2013
Merck & Co. (formerly Schering-Plough) 2005 - 2010
Pfizer Inc. (formerly Pharmacia Corporation) 1999 - 2003
Merrill Lynch 1993 - 1998
Federal Home Loan Bank of New York 1990 - 1992
US Department of Defense 1988 - 1990
Winston & Strawn LLP (formerly Cole & Deitz) 1986 - 1988
Skills
Strategic Sourcing, Contract Management, Negotiation, Process Improvement, Telecommunications, Global Sourcing, Ariba, RFP, Procurement, Supply Management, Vendor Management, Cross-functional Team..., E-procurement, Outsourcing, Contract Negotiation, Management, Sourcing, Supply Chain, Purchasing, Supply Chain Management, Strategy, Mergers & Acquisitions, Human Resources, Change Management, Six Sigma, Analysis, Leadership, Recruiting, Pricing, Training, Business Process...
Education
Saint John's University School of Law 1983 — 1986
J.D., Law
Vassar College 1979 — 1983
B.A., Italian
Jennifer Candelario's Merrill Lynch Experience April 2005 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2005 - Present
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
Merrill Lynch April 2005 - Present
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
Aquatia L. Owens's Merrill Lynch Experience July 1986 - January 1996
Job Wealth Management and Financial Services Industry Executive
Industry Financial Services
Experience
Greater NY Area January 2015 - Present
Bank of America Merrill Lynch September 2013 - December 2014
Bank of America Merrill Lynch December 2011 - September 2013
Bank of America Merrill Lynch March 2009 - December 2011
Bank of America April 2004 - March 2009
Fleet Bank Quick & Reilly March 2002 - April 2004
Fleet Bank Quick & Reilly April 1996 - March 2002
Merrill Lynch July 1986 - January 1996
Skills
Banking, Process Improvement, Investments, Finance, Wealth Management, Strategic Financial..., Securities, Problem Solving, Practice Management, Sales Management, Gap Analysis, Sales Performance, Change Management, Tactical Planning, Series 7, Mortgage Lending, Cash Management, Investment Lending, P&L Management, Marketing Strategy, Executive..., Risk Management, Alternative Investments, Mutual Funds, Retirement Planning, Portfolio Management, Project Management, Critical Thinking, Talent Management, Annuity Sales, Series 63, Series 65
Education
St. John's University
B.S. Business Administration
Certifications
Greater NY Area January 2015 - Present
Bank of America Merrill Lynch September 2013 - December 2014
Bank of America Merrill Lynch December 2011 - September 2013
Bank of America Merrill Lynch March 2009 - December 2011
Bank of America April 2004 - March 2009
Fleet Bank Quick & Reilly March 2002 - April 2004
Fleet Bank Quick & Reilly April 1996 - March 2002
Merrill Lynch July 1986 - January 1996
Skills
Banking, Process Improvement, Investments, Finance, Wealth Management, Strategic Financial..., Securities, Problem Solving, Practice Management, Sales Management, Gap Analysis, Sales Performance, Change Management, Tactical Planning, Series 7, Mortgage Lending, Cash Management, Investment Lending, P&L Management, Marketing Strategy, Executive..., Risk Management, Alternative Investments, Mutual Funds, Retirement Planning, Portfolio Management, Project Management, Critical Thinking, Talent Management, Annuity Sales, Series 63, Series 65
Education
St. John's University
B.S. Business Administration
Certifications
Robert Aufenanger's Merrill Lynch Experience 1986 - 1998
Job Founder & Managing Member
Industry Financial Services
Experience
Broadscope Fund Administrators April 2012 - Present
UBS 2007 - April 2012
U.S. Trust 2003 - 2007
ICON InvestmentsCFO responsible for 1999 - 2002
Merrill Lynch 1986 - 1998
Merrill Lynch 1980 - 1985
EY 1975 - 1980
Skills
CPA, Income Tax, SEC compliance, Private Equity, Investor Relations, Alternative Investments, Hedge Funds, Asset Management, Asset Managment, Fund Administration, SEC, Financial Modeling, Financial Services, Start-ups, Asset Allocation, Goal-driven leader, FASB, Risk Management, Portfolio Management, Financial Reporting, Cash Management, Investments, Financial Analysis, Mutual Funds, Finance, Valuation, Capital Markets, Accounting, Strategic Financial..., Due Diligence, Funding, Corporate Finance, Investment Banking, Investment Management, Equities, Auditing, Fund Of Funds, Executive Management, Securities, Tax, Venture Capital, Wealth Management, SEC filings, Private Placements, SEC Filings, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1971 — 1975
BS in Accounting, Accounting
Christ the King HS 1967 — 1971
Broadscope Fund Administrators April 2012 - Present
UBS 2007 - April 2012
U.S. Trust 2003 - 2007
ICON InvestmentsCFO responsible for 1999 - 2002
Merrill Lynch 1986 - 1998
Merrill Lynch 1980 - 1985
EY 1975 - 1980
Skills
CPA, Income Tax, SEC compliance, Private Equity, Investor Relations, Alternative Investments, Hedge Funds, Asset Management, Asset Managment, Fund Administration, SEC, Financial Modeling, Financial Services, Start-ups, Asset Allocation, Goal-driven leader, FASB, Risk Management, Portfolio Management, Financial Reporting, Cash Management, Investments, Financial Analysis, Mutual Funds, Finance, Valuation, Capital Markets, Accounting, Strategic Financial..., Due Diligence, Funding, Corporate Finance, Investment Banking, Investment Management, Equities, Auditing, Fund Of Funds, Executive Management, Securities, Tax, Venture Capital, Wealth Management, SEC filings, Private Placements, SEC Filings, Financial Planning
Education
Saint John's University - Peter J. Tobin College of Business 1971 — 1975
BS in Accounting, Accounting
Christ the King HS 1967 — 1971
John Tomaselli's Merrill Lynch Experience Option supervisorGoldman Sachs1979 - 1997
Job Asst Vice President at Merrill Lynch
Industry Banking
Experience
Merrill Lynch Option supervisorGoldman Sachs1979 - 1997
Education
St. Francis College 1969 — 1973
Merrill Lynch Option supervisorGoldman Sachs1979 - 1997
Education
St. Francis College 1969 — 1973
Mary Ann (Bowen) Bennett's Merrill Lynch Experience January 2000 - January 2001
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade March 2013 - Present
Scottrade July 2010 - Present
MetLife April 2004 - December 2009
Somerset Trust Company2003 - 2004 September 2003 - April 2004
Parker/Hunter Inc January 2001 - January 2003
Merrill Lynch January 2000 - January 2001
UBS January 1999 - January 2000
USBANCORP Trust Company January 1994 - January 1999
Education
St. Francis University 1994 — 1997
Finance and Economics
Greater Johnstown Vocational Technical School 1985 — 1987
High School Diploma, Health Related Technology
Cambria Rowe-Business College
Associate's degree, Accounting
Johnstown
St. Francis University
Organizational Leadership
Scottrade March 2013 - Present
Scottrade July 2010 - Present
MetLife April 2004 - December 2009
Somerset Trust Company2003 - 2004 September 2003 - April 2004
Parker/Hunter Inc January 2001 - January 2003
Merrill Lynch January 2000 - January 2001
UBS January 1999 - January 2000
USBANCORP Trust Company January 1994 - January 1999
Education
St. Francis University 1994 — 1997
Finance and Economics
Greater Johnstown Vocational Technical School 1985 — 1987
High School Diploma, Health Related Technology
Cambria Rowe-Business College
Associate's degree, Accounting
Johnstown
St. Francis University
Organizational Leadership
Jim Kelczewski's Merrill Lynch Experience September 2011 - January 2013
Job Investment Executive
Industry Financial Services
Experience
Fifth Third Securities February 2013 - Present
Merrill Lynch September 2011 - January 2013
Colonial Life October 2009 - September 2011
Fidelity Investments March 1986 - February 2009
Education
Xavier University 2004 — 2004
Executive Certificate in Financial Planning
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
BS, Finance
Fifth Third Securities February 2013 - Present
Merrill Lynch September 2011 - January 2013
Colonial Life October 2009 - September 2011
Fidelity Investments March 1986 - February 2009
Education
Xavier University 2004 — 2004
Executive Certificate in Financial Planning
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
BS, Finance
Jen Giraldi's Merrill Lynch Experience 1991 - 2001
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Capital Markets LLC 2006 - Present
Bear Stearns 2003 - 2006
Merrill Lynch 1991 - 2001
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2001
BNY Mellon Capital Markets LLC 2006 - Present
Bear Stearns 2003 - 2006
Merrill Lynch 1991 - 2001
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2001
Theodore E. Phillips, CPA CGMA's Merrill Lynch Experience April 1997 - January 2005
Job
Industry Nonprofit Organization Management
Experience
United Church Funds May 2014 - Present
Long Island Curling Club January 2010 - Present
Carnegie Hall January 2005 - May 2014
Merrill Lynch April 1997 - January 2005
American National Standards Institute, Inc. April 1995 - April 1997
Deloitte January 1988 - April 1995
Skills
Financial Modeling, Non-profits, Financial Reporting, Financial Analysis, Budgets, Strategic Planning, Managerial Finance, Fundraising, Strategic Financial..., Accounting, Internal Controls, Investments, GAAP, Due Diligence, Cash Management, Cash Flow, Corporate Finance, Business Planning, Auditing, Treasury, Nonprofits, Finance, Strategy, Analysis, Management, Internal Audit, Leadership, Financial Statements, CPA, Philanthropy, US GAAP, Executive Management, Staff Development, Administration, QuickBooks, Non-profit...
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1988
MBA, Finance
Saint John's University 1982 — 1986
Bachelor of Science (BS), Accounting
United Church Funds May 2014 - Present
Long Island Curling Club January 2010 - Present
Carnegie Hall January 2005 - May 2014
Merrill Lynch April 1997 - January 2005
American National Standards Institute, Inc. April 1995 - April 1997
Deloitte January 1988 - April 1995
Skills
Financial Modeling, Non-profits, Financial Reporting, Financial Analysis, Budgets, Strategic Planning, Managerial Finance, Fundraising, Strategic Financial..., Accounting, Internal Controls, Investments, GAAP, Due Diligence, Cash Management, Cash Flow, Corporate Finance, Business Planning, Auditing, Treasury, Nonprofits, Finance, Strategy, Analysis, Management, Internal Audit, Leadership, Financial Statements, CPA, Philanthropy, US GAAP, Executive Management, Staff Development, Administration, QuickBooks, Non-profit...
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1988
MBA, Finance
Saint John's University 1982 — 1986
Bachelor of Science (BS), Accounting
Robert Hemley's Merrill Lynch Experience 2001 - 2006
Job US Tax Manager at ICAP
Industry Financial Services
Experience
ICAP March 2008 - Present
New York Mercantile Exchange March 2006 - March 2008
Merrill Lynch 2001 - 2006
Nelson Communications 1999 - 2001
Primedia, Inc 1996 - 1999
Sumitomo Corporation of America 1993 - 1996
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1997
MBA, Taxation
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BS, Accounting
ICAP March 2008 - Present
New York Mercantile Exchange March 2006 - March 2008
Merrill Lynch 2001 - 2006
Nelson Communications 1999 - 2001
Primedia, Inc 1996 - 1999
Sumitomo Corporation of America 1993 - 1996
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1997
MBA, Taxation
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BS, Accounting
Karen Chodnicki's Merrill Lynch Experience September 1983 - October 2003
Job Application Developer at Applied Technology Solutions Corporation
Industry Computer Software
Experience
Applied Technology Solutions Corporation February 2004 - Present
Merrill Lynch September 1983 - October 2003
Skills
PL/SQL, Oracle, Unix, SQL, Microsoft SQL Server, Shell Scripting, Project Management, Troubleshooting, Crystal Reports, Servlets, Customer Service, Management, Program Management, Strategic Planning, Leadership, Microsoft Office, SDLC, COBOL, Requirements Analysis, Software Project...
Education
St. Francis University 1973 — 1977
BA, Mathematics
Applied Technology Solutions Corporation February 2004 - Present
Merrill Lynch September 1983 - October 2003
Skills
PL/SQL, Oracle, Unix, SQL, Microsoft SQL Server, Shell Scripting, Project Management, Troubleshooting, Crystal Reports, Servlets, Customer Service, Management, Program Management, Strategic Planning, Leadership, Microsoft Office, SDLC, COBOL, Requirements Analysis, Software Project...
Education
St. Francis University 1973 — 1977
BA, Mathematics
Emmanuelle Rimpel's Merrill Lynch Experience January 2008 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
St. John's University January 2007 - May 2008
Merrill Lynch January 2008 - April 2008
First Investors Corporation January 2006 - April 2006
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2008
MBA, FINANCE
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
BACHELOR OF SCIENCE, FINANCE
St. John's University January 2007 - May 2008
Merrill Lynch January 2008 - April 2008
First Investors Corporation January 2006 - April 2006
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2008
MBA, FINANCE
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
BACHELOR OF SCIENCE, FINANCE
Patrick Koehl's Merrill Lynch Experience November 2003 - February 2008
Job Venture Finance Group Senior Credit Officer
Industry Banking
Experience
NXT Capital March 2012 - Present
GE Commercial Finance February 2008 - March 2012
GE Capital February 2008 - March 2012
GE Antares Capital February 2008 - March 2012
Merrill Lynch November 2003 - February 2008
KPMG Advisory June 2002 - November 2003
Arthur Andersen May 2000 - June 2002
Education
St. Francis University 1993 — 1997
BS, Accounting
NXT Capital March 2012 - Present
GE Commercial Finance February 2008 - March 2012
GE Capital February 2008 - March 2012
GE Antares Capital February 2008 - March 2012
Merrill Lynch November 2003 - February 2008
KPMG Advisory June 2002 - November 2003
Arthur Andersen May 2000 - June 2002
Education
St. Francis University 1993 — 1997
BS, Accounting
Nana Addo's Merrill Lynch Experience May 2013 - Present
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch May 2013 - Present
Citi November 2012 - May 2013
Citco October 2009 - August 2012
OpenLink Financial March 2009 - September 2009
Lehman Brothers January 2007 - January 2009
Skills
Statistics, Risk Management, Financial Modeling, Hedge Funds, Private Equity, Investment Banking, Alternative Investments, Prime Brokerage, SWIFT messages, SQL, Business Analysis, Business Process..., Client Liaison, Client Integration, Project Management, Product Development, Product Management, Capital Markets, Derivatives, FX Options, CDS, Credit Derivatives, Equities, Fixed Income, Endur, Aexeo, FTP, SFTP, SAS, VBA, Monarch Pro, FIX, FATCA, Market Data, Trading, Settlement, Financial Risk, Equity Derivatives, Bloomberg, Collateral Management, Commodity, Options, Trading Systems, Back Office, Securities Lending, Middle Office, Mutual Funds, Corporate Actions, Banking, Financial Services
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2007
MS, Financial Risk Management / Insurance
University of Ghana 2000 — 2004
Bsc, Statistics and Computer Science
Merrill Lynch May 2013 - Present
Citi November 2012 - May 2013
Citco October 2009 - August 2012
OpenLink Financial March 2009 - September 2009
Lehman Brothers January 2007 - January 2009
Skills
Statistics, Risk Management, Financial Modeling, Hedge Funds, Private Equity, Investment Banking, Alternative Investments, Prime Brokerage, SWIFT messages, SQL, Business Analysis, Business Process..., Client Liaison, Client Integration, Project Management, Product Development, Product Management, Capital Markets, Derivatives, FX Options, CDS, Credit Derivatives, Equities, Fixed Income, Endur, Aexeo, FTP, SFTP, SAS, VBA, Monarch Pro, FIX, FATCA, Market Data, Trading, Settlement, Financial Risk, Equity Derivatives, Bloomberg, Collateral Management, Commodity, Options, Trading Systems, Back Office, Securities Lending, Middle Office, Mutual Funds, Corporate Actions, Banking, Financial Services
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2007
MS, Financial Risk Management / Insurance
University of Ghana 2000 — 2004
Bsc, Statistics and Computer Science
Leonard Masucci's Merrill Lynch Experience September 1997 - February 2001
Job Vice President, Sourcing Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2010 - Present
Hanover Moving Co. Inc. February 2001 - August 2010
Merrill Lynch September 1997 - February 2001
Skills
Real Estate, Sales, Analysis, Facilities Management, Contract Negotiation, Strategic Planning, New Business Development, Team Building, Operations Management, Contract Management, Budgets, Sales Management, Project Management, Business Development, Property Management, Account Management, Customer Service, Business Strategy, Management, Microsoft Excel, Word..., Strategic Sourcing, Marketing, Microsoft Excel, Microsoft Office, Competitive Analysis, Microsoft Word, Logistics, Spend Analysis, Process Improvement, Procurement, Supply Chain Management, Performance Management, Project Planning, Training, Retail, Due Diligence, Vendor Management, Risk Management, Cross-functional Team..., Sourcing, Strategy, Forecasting, Inventory Management, Relationship Management, Global Sourcing, Supply Management, Analytics, Leadership, Coaching, Market Analysis
Education
St. Francis College 1993 — 1998
Bachelors, Business Management
Xaverian H.S. 1989 — 1993
JPMorgan Chase August 2010 - Present
Hanover Moving Co. Inc. February 2001 - August 2010
Merrill Lynch September 1997 - February 2001
Skills
Real Estate, Sales, Analysis, Facilities Management, Contract Negotiation, Strategic Planning, New Business Development, Team Building, Operations Management, Contract Management, Budgets, Sales Management, Project Management, Business Development, Property Management, Account Management, Customer Service, Business Strategy, Management, Microsoft Excel, Word..., Strategic Sourcing, Marketing, Microsoft Excel, Microsoft Office, Competitive Analysis, Microsoft Word, Logistics, Spend Analysis, Process Improvement, Procurement, Supply Chain Management, Performance Management, Project Planning, Training, Retail, Due Diligence, Vendor Management, Risk Management, Cross-functional Team..., Sourcing, Strategy, Forecasting, Inventory Management, Relationship Management, Global Sourcing, Supply Management, Analytics, Leadership, Coaching, Market Analysis
Education
St. Francis College 1993 — 1998
Bachelors, Business Management
Xaverian H.S. 1989 — 1993
Frank Gecsedi's Merrill Lynch Experience 2000 - 2006
Job Vice President Asset & Wealth Management Compliance at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2010 - Present
Bank of America Merrill Lynch September 2008 - August 2010
Merrill Lynch Alternative Investments LLC December 2006 - September 2008
Merrill Lynch 2000 - 2006
Skills
Alternative Investments, Trading, Investments, Hedge Funds, Series 7, Securities, Commodity, FINRA, Wealth Management, ETFs, Fixed Income
Education
Saint Joseph's College 1985 — 1989
BA, Accounting
Deutsche Bank August 2010 - Present
Bank of America Merrill Lynch September 2008 - August 2010
Merrill Lynch Alternative Investments LLC December 2006 - September 2008
Merrill Lynch 2000 - 2006
Skills
Alternative Investments, Trading, Investments, Hedge Funds, Series 7, Securities, Commodity, FINRA, Wealth Management, ETFs, Fixed Income
Education
Saint Joseph's College 1985 — 1989
BA, Accounting
Bob Krukowski's Merrill Lynch Experience January 1994 - January 2002
Job Regional Facilities Director at BlackRock
Industry Facilities Services
Experience
BlackRock August 2013 - Present
Self-Employed January 2010 - July 2013
MERRILL LYNCH / BANK OF AMERICA January 2002 - July 2009
Merrill Lynch January 1994 - January 2002
Merrill Lynch January 1990 - January 1994
Merrill Lynch January 1983 - January 1990
Skills
Consulting, Risk Management, Vendor Management, Asset Managment, Cross-functional Team..., SDLC, Relationship Management, Process Improvement, Strategy, Operations Management, Leadership, Project Management, Governance, Sales, Outsourcing, Management, PMO, Facilities Management, Business Analysis, Financial Analysis, Business Development, Portfolio Management, Forecasting, Budgets, Business Strategy, Management Consulting, Program Management, Analysis, Change Management, Asset Management, Project Portfolio..., Mergers & Acquisitions, Executive Management, ITIL, IT Management, Project Delivery, Strategic Planning, Financial Modeling, Contract Negotiation, IT Strategy, Business Planning, Hostile Environments, Business Process..., Disaster Recovery, PMP, Financial Services, Team Leadership, Business Continuity, Integration, Business Intelligence
Education
Pace University
Master of Business Administration, Information Systems
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Business Management
BlackRock August 2013 - Present
Self-Employed January 2010 - July 2013
MERRILL LYNCH / BANK OF AMERICA January 2002 - July 2009
Merrill Lynch January 1994 - January 2002
Merrill Lynch January 1990 - January 1994
Merrill Lynch January 1983 - January 1990
Skills
Consulting, Risk Management, Vendor Management, Asset Managment, Cross-functional Team..., SDLC, Relationship Management, Process Improvement, Strategy, Operations Management, Leadership, Project Management, Governance, Sales, Outsourcing, Management, PMO, Facilities Management, Business Analysis, Financial Analysis, Business Development, Portfolio Management, Forecasting, Budgets, Business Strategy, Management Consulting, Program Management, Analysis, Change Management, Asset Management, Project Portfolio..., Mergers & Acquisitions, Executive Management, ITIL, IT Management, Project Delivery, Strategic Planning, Financial Modeling, Contract Negotiation, IT Strategy, Business Planning, Hostile Environments, Business Process..., Disaster Recovery, PMP, Financial Services, Team Leadership, Business Continuity, Integration, Business Intelligence
Education
Pace University
Master of Business Administration, Information Systems
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science, Business Management
Jennifer Rinella's Merrill Lynch Experience August 1995 - September 2006
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock October 2006 - Present
Merrill Lynch August 1995 - September 2006
Education
St. Francis College
BlackRock October 2006 - Present
Merrill Lynch August 1995 - September 2006
Education
St. Francis College
Joe Tomo's Merrill Lynch Experience 2000 - 2007
Job Director at Citi
Industry Financial Services
Experience
Citi July 2008 - Present
Merrill Lynch 2000 - 2007
J.P. Morgan 1994 - 2000
Skills
Fixed Income, Middle Office, Hedge Funds, Capital Markets, Collateral Management, Derivatives, Securities, Credit Derivatives, Equities, Financial Services, Financial Markets, Investment Banking, Asset Management, Prime Brokerage, Collateral, Trading Systems, Back Office, Equity Derivatives, FX Options, Swaps
Education
St. Francis College 1982 — 1986
Citi July 2008 - Present
Merrill Lynch 2000 - 2007
J.P. Morgan 1994 - 2000
Skills
Fixed Income, Middle Office, Hedge Funds, Capital Markets, Collateral Management, Derivatives, Securities, Credit Derivatives, Equities, Financial Services, Financial Markets, Investment Banking, Asset Management, Prime Brokerage, Collateral, Trading Systems, Back Office, Equity Derivatives, FX Options, Swaps
Education
St. Francis College 1982 — 1986
Joseph G. Barile's Merrill Lynch Experience June 1986 - February 2010
Job Senior Vice President at American International Group
Industry Commercial Real Estate
Experience
AIG January 2014 - Present
American International Group February 2010 - Present
Merrill Lynch June 1986 - February 2010
Price Waterhouse Coopers 1983 - 1986
Education
Saint John's University School of Law
Doctor of Law (J.D.)
St. John's University School of Business
Bachelor of Science (BS), Accounting and Finance
AIG January 2014 - Present
American International Group February 2010 - Present
Merrill Lynch June 1986 - February 2010
Price Waterhouse Coopers 1983 - 1986
Education
Saint John's University School of Law
Doctor of Law (J.D.)
St. John's University School of Business
Bachelor of Science (BS), Accounting and Finance
marie salmieri's Merrill Lynch Experience March 2008 - July 2008
Job VPClient Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC November 2008 - Present
Merrill Lynch March 2008 - July 2008
Cloudview Capital February 2007 - November 2007
Norodin February 2006 - February 2007
Bank of America September 2004 - February 2006
J.P. Morgan 1994 - September 2004
Chemical Bank (JP Morgan Chase) 1994 - 2004
Skills
Derivatives, Basis Swaps, FX, NDFs, FXO, EM Derivatives, Currency Futures, US Treasuries, OTC Clearing, Product Control, Market Pricing, Building Relationships, Credit Derivatives, Trading, Interest Rate..., Fixed Income, Stable Value
Education
St. Francis College 1998 — 2002
Bachelor's degree, Business Administration and Management, General
HSBC November 2008 - Present
Merrill Lynch March 2008 - July 2008
Cloudview Capital February 2007 - November 2007
Norodin February 2006 - February 2007
Bank of America September 2004 - February 2006
J.P. Morgan 1994 - September 2004
Chemical Bank (JP Morgan Chase) 1994 - 2004
Skills
Derivatives, Basis Swaps, FX, NDFs, FXO, EM Derivatives, Currency Futures, US Treasuries, OTC Clearing, Product Control, Market Pricing, Building Relationships, Credit Derivatives, Trading, Interest Rate..., Fixed Income, Stable Value
Education
St. Francis College 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Juliet (Jill) Parsons-Betzel's Merrill Lynch Experience October 2002 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2002 - Present
Merrill Lynch Retirement Group November 1996 - October 2002
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Series 7, Series 63, 401k, Estate Planning, Wealth Management, Uniform Combined State..., Financial Analysis, Investment Advisory, Financial Modeling, Asset Allocation, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Employee Benefits, Equities, Finance, Financial Advisory, Financial Markets, Financial Planning, Financial Services, Fixed Income, Management, Options, Portfolio Management, Securities
Education
St. Francis University 1983 — 1987
BS, Business Management
Tallahassee Community College
CFP Designee, Certified Financial Planner
Merrill Lynch October 2002 - Present
Merrill Lynch Retirement Group November 1996 - October 2002
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Series 7, Series 63, 401k, Estate Planning, Wealth Management, Uniform Combined State..., Financial Analysis, Investment Advisory, Financial Modeling, Asset Allocation, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Employee Benefits, Equities, Finance, Financial Advisory, Financial Markets, Financial Planning, Financial Services, Fixed Income, Management, Options, Portfolio Management, Securities
Education
St. Francis University 1983 — 1987
BS, Business Management
Tallahassee Community College
CFP Designee, Certified Financial Planner
Mark Ladzinski's Merrill Lynch Experience October 1997 - May 1999
Job Global Cost Controller and Head of IT Cost reporting and analysis
Industry Financial Services
Experience
UBS Investment Bank February 2013 - Present
UBS July 2005 - April 2013
Credit Suisse May 1999 - July 2005
Merrill Lynch October 1997 - May 1999
Prudential Financial 1993 - 1997
Skills
Capital Markets, Product Control, Forecasting, Finance, Analysis, Fixed Income, Financial Modeling, Financial Analysis, Financial Markets, Strategic Financial..., Middle Office, Financial Reporting, Internal Controls, Accounting, Corporate Finance
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1997
MBA, Finance
Saint John's University 1988 — 1992
BS, Accounting / Finance
UBS Investment Bank February 2013 - Present
UBS July 2005 - April 2013
Credit Suisse May 1999 - July 2005
Merrill Lynch October 1997 - May 1999
Prudential Financial 1993 - 1997
Skills
Capital Markets, Product Control, Forecasting, Finance, Analysis, Fixed Income, Financial Modeling, Financial Analysis, Financial Markets, Strategic Financial..., Middle Office, Financial Reporting, Internal Controls, Accounting, Corporate Finance
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1997
MBA, Finance
Saint John's University 1988 — 1992
BS, Accounting / Finance
Christopher Parnell's Merrill Lynch Experience August 2014 - Present
Job Administrative Manager Assistant at Merrill Lynch, Pierce, Fenner & Smith
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Paychex April 2011 - July 2014
Paychex December 2009 - April 2011
Paychex September 2009 - December 2009
Sutherland Auto Sales June 2007 - December 2009
Skills
Marketing, Advertising, Human Resources, Employee Benefits, Onboarding, Recruiting, Customer Service, HRIS, Employee Relations, Payroll, Applicant Tracking..., Organizational..., College Recruiting, Talent Acquisition, Outlook, Access, Sales, Customer Retention, Customer Oriented, Marketing Communications, Marketing Strategy, Digital Marketing, Product Marketing, Email Marketing, Direct Marketing, Online Marketing, Market Research, Social Media Marketing, Social Media, Social Networking, Social Services, Social Marketing, Long-term Customer..., Online Advertising, Advertising Sales, Mobile Advertising, Advertising Research, Recruitment Advertising, Outdoor Advertising, Java, HTML
Education
St. John Fisher College 2006 — 2010
Business Management, Marketing
Merrill Lynch August 2014 - Present
Paychex April 2011 - July 2014
Paychex December 2009 - April 2011
Paychex September 2009 - December 2009
Sutherland Auto Sales June 2007 - December 2009
Skills
Marketing, Advertising, Human Resources, Employee Benefits, Onboarding, Recruiting, Customer Service, HRIS, Employee Relations, Payroll, Applicant Tracking..., Organizational..., College Recruiting, Talent Acquisition, Outlook, Access, Sales, Customer Retention, Customer Oriented, Marketing Communications, Marketing Strategy, Digital Marketing, Product Marketing, Email Marketing, Direct Marketing, Online Marketing, Market Research, Social Media Marketing, Social Media, Social Networking, Social Services, Social Marketing, Long-term Customer..., Online Advertising, Advertising Sales, Mobile Advertising, Advertising Research, Recruitment Advertising, Outdoor Advertising, Java, HTML
Education
St. John Fisher College 2006 — 2010
Business Management, Marketing
Andrew Pfeifer's Merrill Lynch Experience 1984 - 1988
Job ETF Executive BNY Mellon Asset Servicing
Industry Financial Services
Experience
The Bank of New York Mellon July 1996 - Present
Bankers Trust Company 1989 - 1996
The Chase Manhattan Bank 1988 - 1989
Merrill Lynch 1984 - 1988
Merrill Lynch 1983 - 1984
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1983
BS, Finance
The Bank of New York Mellon July 1996 - Present
Bankers Trust Company 1989 - 1996
The Chase Manhattan Bank 1988 - 1989
Merrill Lynch 1984 - 1988
Merrill Lynch 1983 - 1984
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1983
BS, Finance
Shauna Brice's Merrill Lynch Experience April 2004 - September 2007
Job Business Analyst (Consultant) at Ralph Lauren
Industry Banking
Experience
Ralph Lauren March 2013 - Present
Barclays August 2010 - March 2013
Sapient September 2007 - August 2009
Merrill Lynch April 2004 - September 2007
Ralph Lauren August 2000 - April 2003
Skills
Derivatives, Finance, Capital Markets, Financial Services, Financial Analysis, Fixed Income, Business Analysis, Management Consulting, Equities, Financial Reporting, Budgets, Consulting, Operations Management, SOX Compliancy, Account Management, Financial Accounting, Internal Audit, Microsoft Office Suite, SAP R/3, SAP Accounting, Microsoft Dynamics AX
Education
St. John's University
Ralph Lauren March 2013 - Present
Barclays August 2010 - March 2013
Sapient September 2007 - August 2009
Merrill Lynch April 2004 - September 2007
Ralph Lauren August 2000 - April 2003
Skills
Derivatives, Finance, Capital Markets, Financial Services, Financial Analysis, Fixed Income, Business Analysis, Management Consulting, Equities, Financial Reporting, Budgets, Consulting, Operations Management, SOX Compliancy, Account Management, Financial Accounting, Internal Audit, Microsoft Office Suite, SAP R/3, SAP Accounting, Microsoft Dynamics AX
Education
St. John's University
Rebecca Dodson's Merrill Lynch Experience 2010 - Present
Job Marketing VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Merrill Lynch 2006 - 2010
Merrill Lynch 2003 - 2006
United Way of Greater Mercer County 1999 - 2002
Skills
Marketing Event Planning, Marketing Strategy, Marketing Communications, Financial Services, Segmentation, Direct Marketing, Public Relations, Advertising
Education
St. Francis University
Bachelor of Arts (BA), English Communications and Public Relations
Bellwood-Antis High School
Merrill Lynch 2010 - Present
Merrill Lynch 2006 - 2010
Merrill Lynch 2003 - 2006
United Way of Greater Mercer County 1999 - 2002
Skills
Marketing Event Planning, Marketing Strategy, Marketing Communications, Financial Services, Segmentation, Direct Marketing, Public Relations, Advertising
Education
St. Francis University
Bachelor of Arts (BA), English Communications and Public Relations
Bellwood-Antis High School
Harold R. Flecker's Merrill Lynch Experience 1982 - Present
Job Vice President Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1982 - Present
Goldman Sachs 1975 - 1982
Education
St. John's University, The Peter J. Tobin College of Business 1974 — 1982
BS Finance, Finance, Accounting, Financial Planning
Merrill Lynch 1982 - Present
Goldman Sachs 1975 - 1982
Education
St. John's University, The Peter J. Tobin College of Business 1974 — 1982
BS Finance, Finance, Accounting, Financial Planning
Peter Fox's Merrill Lynch Experience June 2003 - Present
Job Vice President, Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2003 - Present
Skills
Series 7, Wealth Management, Asset Allocation, Connecting People, Mutual Funds, Series 63
Education
St. Francis University 1998 — 2002
BS, Marketing
St. Ignatius High School 1994 — 1998
St. Luke School 1985 — 1994
Merrill Lynch June 2003 - Present
Skills
Series 7, Wealth Management, Asset Allocation, Connecting People, Mutual Funds, Series 63
Education
St. Francis University 1998 — 2002
BS, Marketing
St. Ignatius High School 1994 — 1998
St. Luke School 1985 — 1994
Joseph Mecca's Merrill Lynch Experience February 2007 - September 2008
Job Manager at Deloitte & Touche
Industry Financial Services
Experience
Deloitte & Touche LLP April 2011 - Present
Jefferson Wells February 2010 - April 2011
Landesbank Baden-Württemberg 2008 - 2009
Merrill Lynch February 2007 - September 2008
JP Morgan Chase August 2005 - February 2007
Citigroup May 1990 - August 2005
Citigroup 1995 - 2000
Citigroup 1993 - 1995
Citigroup 1990 - 1993
Skills
Financial Modeling, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Risk Management, Internal Controls, Finance, Cash Management, Forecasting, Managerial Finance, Financial Risk, Mergers & Acquisitions, Accounting, Banking, Financial Services, Capital Markets, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
Bachelors, Finance
St. Francis Xavier HS 1977 — 1981
Deloitte & Touche LLP April 2011 - Present
Jefferson Wells February 2010 - April 2011
Landesbank Baden-Württemberg 2008 - 2009
Merrill Lynch February 2007 - September 2008
JP Morgan Chase August 2005 - February 2007
Citigroup May 1990 - August 2005
Citigroup 1995 - 2000
Citigroup 1993 - 1995
Citigroup 1990 - 1993
Skills
Financial Modeling, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Risk Management, Internal Controls, Finance, Cash Management, Forecasting, Managerial Finance, Financial Risk, Mergers & Acquisitions, Accounting, Banking, Financial Services, Capital Markets, Portfolio Management
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
Bachelors, Finance
St. Francis Xavier HS 1977 — 1981
David Punturieri's Merrill Lynch Experience August 2009 - November 2009
Job Senior Vice President at Liquid Claims, LLC
Industry Financial Services
Experience
Liquid Claims, LLC July 2010 - Present
Merrill Lynch August 2009 - November 2009
RockView Capital January 2008 - October 2008
Bear Stearns December 2002 - January 2008
Skills
Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
Bachelors, Finance
Liquid Claims, LLC July 2010 - Present
Merrill Lynch August 2009 - November 2009
RockView Capital January 2008 - October 2008
Bear Stearns December 2002 - January 2008
Skills
Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
Bachelors, Finance
Matthew Sussex's Merrill Lynch Experience June 2005 - July 2007
Job Financial Analyst
Industry Financial Services
Experience
Morgan Stanley October 2011 - October 2014
Woodbury Financial Services December 2008 - October 2011
Och-Ziff Capital Management June 2007 - September 2008
Merrill Lynch June 2005 - July 2007
Commerce Bank September 2003 - June 2005
Skills
Bloomberg, Investments
Education
St. John's University 2004 — 2006
Master’s Degree, Criminal Justice Leadership
St. John's University 1997 — 2002
Bachelor’s Degree, Finance and Financial Management Services
Morgan Stanley October 2011 - October 2014
Woodbury Financial Services December 2008 - October 2011
Och-Ziff Capital Management June 2007 - September 2008
Merrill Lynch June 2005 - July 2007
Commerce Bank September 2003 - June 2005
Skills
Bloomberg, Investments
Education
St. John's University 2004 — 2006
Master’s Degree, Criminal Justice Leadership
St. John's University 1997 — 2002
Bachelor’s Degree, Finance and Financial Management Services
Vincent Dimino's Merrill Lynch Experience August 2010 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Stellar Management August 2009 - August 2010
Owl Creek Asset Management April 2007 - August 2009
DPM Mellon January 2005 - April 2007
Skills
Accounting, Hedge Funds, Financial Analysis, Financial Reporting, Excel, Budgeting, General Ledger, Accruals, Reconciliation, Asset Management, PowerPoint, Forecasting, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2004
B.S., Accounting
Merrill Lynch August 2010 - Present
Stellar Management August 2009 - August 2010
Owl Creek Asset Management April 2007 - August 2009
DPM Mellon January 2005 - April 2007
Skills
Accounting, Hedge Funds, Financial Analysis, Financial Reporting, Excel, Budgeting, General Ledger, Accruals, Reconciliation, Asset Management, PowerPoint, Forecasting, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2004
B.S., Accounting
Greg H. Poplarski's Merrill Lynch Experience March 1994 - March 2003
Job Director Retirement Specialist at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors March 2009 - Present
Prudential Retirement 2003 - 2007
Merrill Lynch March 1994 - March 2003
Skills
Investments, ETFs, Asset Management, Series 63, Mutual Funds, Retirement, 401k, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, FINRA, Separately Managed..., Securities, Investment Advisory
Education
Saint John's University - Peter J. Tobin College of Business 1979 — 1981
BS Management, Economics, Management
St. Agnes Cathedral High School
Allianz Global Investors March 2009 - Present
Prudential Retirement 2003 - 2007
Merrill Lynch March 1994 - March 2003
Skills
Investments, ETFs, Asset Management, Series 63, Mutual Funds, Retirement, 401k, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, FINRA, Separately Managed..., Securities, Investment Advisory
Education
Saint John's University - Peter J. Tobin College of Business 1979 — 1981
BS Management, Economics, Management
St. Agnes Cathedral High School
Anthony DeNicola's Merrill Lynch Experience January 2008 - May 2008
Job Investment Management Solutions at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2013 - Present
J.P. Morgan July 2010 - February 2013
J.P. Morgan December 2008 - July 2010
Merrill Lynch January 2008 - May 2008
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
BS, Finance
J.P. Morgan February 2013 - Present
J.P. Morgan July 2010 - February 2013
J.P. Morgan December 2008 - July 2010
Merrill Lynch January 2008 - May 2008
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
BS, Finance
Lilyana Brown's Merrill Lynch Experience September 2006 - January 2007
Job Distributor at EMO Products
Industry Consumer Services
Experience
EMO Products September 2014 - Present
Green Tree Restaurant Group LLC July 2008 - August 2014
JC Studios March 2008 - June 2008
Merrill Lynch September 2006 - January 2007
SunsGlow May 2006 - September 2006
Skills
Marketing, Microsoft Excel
Education
St. Francis College 2003 — 2007
Bachelor of Arts, Economics and International Cultural Studies; International Business and Finance
EMO Products September 2014 - Present
Green Tree Restaurant Group LLC July 2008 - August 2014
JC Studios March 2008 - June 2008
Merrill Lynch September 2006 - January 2007
SunsGlow May 2006 - September 2006
Skills
Marketing, Microsoft Excel
Education
St. Francis College 2003 — 2007
Bachelor of Arts, Economics and International Cultural Studies; International Business and Finance
Juliet McKnight Francis's Merrill Lynch Experience July 2005 - Present
Job Financial Industry
Industry Financial Services
Experience
Merrill Lynch July 2005 - Present
Fidelity Investments November 2004 - April 2005
Moody's Investors Service June 1998 - November 2004
Education
St. Francis College
BSc, Business Management
Merrill Lynch July 2005 - Present
Fidelity Investments November 2004 - April 2005
Moody's Investors Service June 1998 - November 2004
Education
St. Francis College
BSc, Business Management
Marco Urli, CPA's Merrill Lynch Experience July 1989 - September 2006
Job Lead Manager
Industry Financial Services
Experience
AXA Equitable Life Insurance Company May 2014 - Present
AXA Equitable (Consultant) October 2013 - May 2014
Societe Generale, Accounting and Finance October 2010 - June 2012
Penso Capital Markets October 2006 - September 2010
Merrill Lynch July 1989 - September 2006
Merrill Lynch January 1995 - January 1998
Merrill Lynch Leasing January 1992 - January 1995
Merrill Lynch January 1989 - January 1992
Pannel Kerr September 1987 - June 1989
Skills
Excel, Problem Solving, Accounting, Financial Reporting, General Ledger, Reconciliations, CPA, Account Reconciliation, Risk Management, Financial Accounting, Auditing, Analysis, Due Diligence, Sarbanes-Oxley Act
Education
St. Francis College 1983 — 1987
B.S, Accounting
Bishop Ford Central Catholic High School 1979 — 1983
AXA Equitable Life Insurance Company May 2014 - Present
AXA Equitable (Consultant) October 2013 - May 2014
Societe Generale, Accounting and Finance October 2010 - June 2012
Penso Capital Markets October 2006 - September 2010
Merrill Lynch July 1989 - September 2006
Merrill Lynch January 1995 - January 1998
Merrill Lynch Leasing January 1992 - January 1995
Merrill Lynch January 1989 - January 1992
Pannel Kerr September 1987 - June 1989
Skills
Excel, Problem Solving, Accounting, Financial Reporting, General Ledger, Reconciliations, CPA, Account Reconciliation, Risk Management, Financial Accounting, Auditing, Analysis, Due Diligence, Sarbanes-Oxley Act
Education
St. Francis College 1983 — 1987
B.S, Accounting
Bishop Ford Central Catholic High School 1979 — 1983
Andrew Lucano's Merrill Lynch Experience June 1995 - August 1997
Job Partner at Seyfarth Shaw LLP, Vice Chair Mergers & Acquisitions Practice Group
Industry Law Practice
Experience
Seyfarth Shaw LLP November 2008 - Present
Thelen Reid Brown Raysman & Steiner LLP 2006 - 2008
Brown Raysman Millstein Felder & Steiner LLP 2000 - 2006
Merrill Lynch June 1995 - August 1997
Skills
Mergers & Acquisitions, Corporate Governance, Mergers, Joint Ventures, Corporate Law, Commercial Contracts
Education
St. John's University School of Law 1997 — 2000
JD, Law
University at Albany, SUNY 1991 — 1995
BS, Business
Townsend Harris H.S. 1988 — 1991
high school
Seyfarth Shaw LLP November 2008 - Present
Thelen Reid Brown Raysman & Steiner LLP 2006 - 2008
Brown Raysman Millstein Felder & Steiner LLP 2000 - 2006
Merrill Lynch June 1995 - August 1997
Skills
Mergers & Acquisitions, Corporate Governance, Mergers, Joint Ventures, Corporate Law, Commercial Contracts
Education
St. John's University School of Law 1997 — 2000
JD, Law
University at Albany, SUNY 1991 — 1995
BS, Business
Townsend Harris H.S. 1988 — 1991
high school
Sawsan Youssef's Merrill Lynch Experience December 1995 - Present
Job Project Analyst
Industry Financial Services
Experience
Merrill Lynch December 1995 - Present
Education
St. Francis College
BS in Business Management
Merrill Lynch December 1995 - Present
Education
St. Francis College
BS in Business Management
Maria Estrella-Espinal's Merrill Lynch Experience March 2007 - December 2008
Job Sales
Industry Pharmaceuticals
Experience
GlaxoSmithKline May 2012 - Present
Bank of America Merrill Lynch January 2010 - April 2012
US Clearing Services January 2009 - December 2009
Merrill Lynch March 2007 - December 2008
Brown Brothers Harriman & Co February 2004 - February 2007
Skills
Equities, Reconciliation, Fixed Income, Corporate Actions
Education
St. Francis College 1999 — 2003
Bachelor of Science, Business Management
GlaxoSmithKline May 2012 - Present
Bank of America Merrill Lynch January 2010 - April 2012
US Clearing Services January 2009 - December 2009
Merrill Lynch March 2007 - December 2008
Brown Brothers Harriman & Co February 2004 - February 2007
Skills
Equities, Reconciliation, Fixed Income, Corporate Actions
Education
St. Francis College 1999 — 2003
Bachelor of Science, Business Management
Steven Santoro's Merrill Lynch Experience January 2010 - April 2011
Job Financial Services Professional
Industry Financial Services
Experience
BNP Paribas December 2012 - Present
Deloitte January 2012 - March 2012
Merrill Lynch January 2010 - April 2011
ABN AMRO Bank N.V. August 1999 - October 2009
PaineWebber October 1997 - August 1999
State Street February 1989 - May 1995
Skills
Securities, Financial Services, Back Office, Derivatives, Fixed Income, Portfolio Management, Banking, Equities, Settlement, Account Reconciliation, Prime Brokerage, ETFs, Middle Office, Financial Markets, Capital Markets, Investment Banking, Trading
Education
St. Francis College 1983 — 1984
Economics
Bishop Ford 1979 — 1983
diploma, Marketing
BNP Paribas December 2012 - Present
Deloitte January 2012 - March 2012
Merrill Lynch January 2010 - April 2011
ABN AMRO Bank N.V. August 1999 - October 2009
PaineWebber October 1997 - August 1999
State Street February 1989 - May 1995
Skills
Securities, Financial Services, Back Office, Derivatives, Fixed Income, Portfolio Management, Banking, Equities, Settlement, Account Reconciliation, Prime Brokerage, ETFs, Middle Office, Financial Markets, Capital Markets, Investment Banking, Trading
Education
St. Francis College 1983 — 1984
Economics
Bishop Ford 1979 — 1983
diploma, Marketing
Zoltan Danko's Merrill Lynch Experience September 2011 - December 2011
Job Student at St. Francis College
Industry Financial Services
Experience
Merrill Lynch September 2011 - December 2011
Skills
Financial Modeling, Financial Analysis
Education
St. Francis College 2007 — 2011
Merrill Lynch September 2011 - December 2011
Skills
Financial Modeling, Financial Analysis
Education
St. Francis College 2007 — 2011
Michael Tomeo's Merrill Lynch Experience August 1999 - July 2001
Job Market/Credit Risk Manager at Erste Group Bank AG
Industry Banking
Experience
Erste Group Bank AG May 2012 - Present
Erste Group Bank AG January 2010 - May 2012
Erste Group Bank AG April 2003 - January 2010
Erste Group July 2001 - April 2003
Merrill Lynch August 1999 - July 2001
Merrill Lynch January 1997 - August 1999
Skills
CLO, Capital Markets, ABS, Structured Finance, Investments, Equities, Portfolio Management, CDO, Structured Products, MBS, Financial Risk, Credit Risk, Funding, Trading, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2001
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1992 — 1996
BS, Accounting
Erste Group Bank AG May 2012 - Present
Erste Group Bank AG January 2010 - May 2012
Erste Group Bank AG April 2003 - January 2010
Erste Group July 2001 - April 2003
Merrill Lynch August 1999 - July 2001
Merrill Lynch January 1997 - August 1999
Skills
CLO, Capital Markets, ABS, Structured Finance, Investments, Equities, Portfolio Management, CDO, Structured Products, MBS, Financial Risk, Credit Risk, Funding, Trading, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2001
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1992 — 1996
BS, Accounting
Regina Bove's Merrill Lynch Experience January 1983 - August 1987
Job College Accountant at Kingsborough Community College
Industry Religious Institutions
Experience
Kingsborough Community College May 2014 - Present
Good Shepherd Religious Education January 2008 - May 2014
Merrill Lynch January 1983 - August 1987
Education
St. Francis College 1981 — 1985
Bachelor of Science, Accounting
Kingsborough Community College May 2014 - Present
Good Shepherd Religious Education January 2008 - May 2014
Merrill Lynch January 1983 - August 1987
Education
St. Francis College 1981 — 1985
Bachelor of Science, Accounting
Patricia Monk-Louca's Merrill Lynch Experience November 2000 - April 2005
Job Paralegal/Assistant
Industry Legal Services
Experience
The Princeton Review January 2006 - Present
The Princeton Review March 2011 - January 2012
Adelphi University April 2005 - August 2008
Merrill Lynch November 2000 - April 2005
CT Corporation Systems November 1998 - November 2000
Cullen and Dykman LLP January 1998 - November 1998
Skills
Document Review, Legal Documents, Legal Assistance, Legal Research, Bankruptcy, Arbitration, Administrative..., Legal Writing, Litigation, Litigation Support, Corporate Law, Civil Litigation
Education
St. John's University 1993 — 1998
Bachelor of Science (BS), Paralegal Studies
The Princeton Review January 2006 - Present
The Princeton Review March 2011 - January 2012
Adelphi University April 2005 - August 2008
Merrill Lynch November 2000 - April 2005
CT Corporation Systems November 1998 - November 2000
Cullen and Dykman LLP January 1998 - November 1998
Skills
Document Review, Legal Documents, Legal Assistance, Legal Research, Bankruptcy, Arbitration, Administrative..., Legal Writing, Litigation, Litigation Support, Corporate Law, Civil Litigation
Education
St. John's University 1993 — 1998
Bachelor of Science (BS), Paralegal Studies
Kimberly Carros's Merrill Lynch Experience March 2005 - Present
Job SVP, Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2005 - Present
Citibank (Banamex USA) February 2002 - May 2005
Skills
Business Development, Generating Revenue, Satisfied Clients, Organizational..., Customer Service, Great communications..., Solid Presentation..., Problem Solving, security lending, Investment Banking
Education
Saint Joseph's College 1999 — 2001
Bachelor's degree, Business Administration and Management, General
Suffolk County Community College
Associate's degree, Business Administration and Management, General
Merrill Lynch March 2005 - Present
Citibank (Banamex USA) February 2002 - May 2005
Skills
Business Development, Generating Revenue, Satisfied Clients, Organizational..., Customer Service, Great communications..., Solid Presentation..., Problem Solving, security lending, Investment Banking
Education
Saint Joseph's College 1999 — 2001
Bachelor's degree, Business Administration and Management, General
Suffolk County Community College
Associate's degree, Business Administration and Management, General
Juliet McKnight's Merrill Lynch Experience July 2005 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2005 - Present
Moody's Corporation June 1998 - November 2004
Skills
Investments, Uniform Combined State..., Customer Service, Financial Analysis, Fixed Income, Banking, Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds
Education
St. Francis College
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Merrill Lynch July 2005 - Present
Moody's Corporation June 1998 - November 2004
Skills
Investments, Uniform Combined State..., Customer Service, Financial Analysis, Fixed Income, Banking, Wealth Management, Asset Allocation, Retirement Planning, Mutual Funds
Education
St. Francis College
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Ed Olsen's Merrill Lynch Experience September 1998 - January 2003
Job Managing Director
Industry Financial Services
Experience
Barclays Wealth and Investment Management June 2014 - Present
Barclays Investment Bank February 2004 - June 2014
Morgan Stanley February 2003 - February 2004
Merrill Lynch September 1998 - January 2003
Education
St. John's University 1993 — 1998
Bachelor of Science (B.S.), Business/Corporate Communications
Tottenville High School 1989 — 1993
Barclays Wealth and Investment Management June 2014 - Present
Barclays Investment Bank February 2004 - June 2014
Morgan Stanley February 2003 - February 2004
Merrill Lynch September 1998 - January 2003
Education
St. John's University 1993 — 1998
Bachelor of Science (B.S.), Business/Corporate Communications
Tottenville High School 1989 — 1993
Andrew Savio, CFA's Merrill Lynch Experience March 2006 - March 2008
Job Equity Trader at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank December 2013 - Present
WCG Management February 2010 - August 2013
WCG Management March 2008 - February 2010
Merrill Lynch March 2006 - March 2008
Merrill Lynch July 2004 - March 2006
Skills
Bloomberg Terminal, Microsoft Excel, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities, Trading
Education
St. John's University
Bachelor's degree, Finance, General
Barclays Investment Bank December 2013 - Present
WCG Management February 2010 - August 2013
WCG Management March 2008 - February 2010
Merrill Lynch March 2006 - March 2008
Merrill Lynch July 2004 - March 2006
Skills
Bloomberg Terminal, Microsoft Excel, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities, Trading
Education
St. John's University
Bachelor's degree, Finance, General
Frank Anello's Merrill Lynch Experience May 1976 - Present
Job
Industry Financial Services
Experience
Merrill Lynch May 1976 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Analysis, Finance, Strategic Planning, Risk Management, Banking, Process Improvement, Analysis, Budgets, Financial Modeling, Public Speaking
Education
St. John's University 1976 — 1979
Master of Business Administration (M.B.A.), Finance, General
St. John's University 1972 — 1976
Bachelor of Science (B.S.), Accounting
Merrill Lynch May 1976 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Analysis, Finance, Strategic Planning, Risk Management, Banking, Process Improvement, Analysis, Budgets, Financial Modeling, Public Speaking
Education
St. John's University 1976 — 1979
Master of Business Administration (M.B.A.), Finance, General
St. John's University 1972 — 1976
Bachelor of Science (B.S.), Accounting
Clifford Goldschmid's Merrill Lynch Experience September 1999 - June 2004
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2004 - Present
Merrill Lynch September 1999 - June 2004
Skills
Finance, Mergers & Acquisitions, Financial Services, Management, Analysis, Banking, Accounting, Financial Reporting, Fixed Income, Consolidation
Education
St. John's University 1983 — 1985
Master of Business Administration (M.B.A.), Public Accountancy
BNY Mellon June 2004 - Present
Merrill Lynch September 1999 - June 2004
Skills
Finance, Mergers & Acquisitions, Financial Services, Management, Analysis, Banking, Accounting, Financial Reporting, Fixed Income, Consolidation
Education
St. John's University 1983 — 1985
Master of Business Administration (M.B.A.), Public Accountancy
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank