Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Valerie Ledesma Brown, RN, BA, BSN, PHN Valerie Ledesma Brown, RN, BA, BSN, PHN's Merrill Lynch Experience 2007 - 2009
Job ICU & PACU Nurse at Sutter Health
Industry Hospital & Health Care
Experience
ICU Nurse - Sutter Health 2015 - Present
Sutter Health 2015 - Present
and Research Nurse - (A10) UC Berkeley Bay Area Flu Study 2015 - Present
CSS Home Care & Senior Services February 2013 - July 2013
Merrill Lynch 2007 - 2009
Sand Hill Financial 2005 - 2007
Venus Communications 2003 - 2004
Prakit Foote Cone & Belding / Publicis Worldwide 2002 - 2003
Coca-Cola Bottlers Philippines Inc. 2000 - 2001
Skills
Trauma Nursing, Emergency Services, TNCC, Critical Care, ACLS, PALS, Leadership, Clinical Research, Highly detail oriented, Team-oriented, Critical Thinking, Nursing, Healthcare, Teamwork, Medical-Surgical, Cross-cultural, Hospitals, Integrated Marketing, Public Relations, Communication, Advertising, Patient Safety, EMR, ICU, BLS, Pediatrics, Home Care, Telemetry, Emergency Room, Acute Care
Education
Samuel Merritt University 2013 — 2014
Bachelor's Degree, Registered Nursing, Magna Cum Laude
Dominican College 1996 — 2000
Bachelor of Arts (BA), Mass Communication/Media Studies
Stanford Continuing Studies 2013 — 2014
Certificate Program, Adult Critical Care Series Certification Program, Completed
Stanford Continuing Studies 2013 — 2014
Certificate, Essentials in ECG Rhythms
Silicon Valley School of Nursing 2012 — 2012
Licensed Certified Nurse Assistant, Nursing Assistant/Aide and Patient Care Assistant/Aide
ICU Nurse - Sutter Health 2015 - Present
Sutter Health 2015 - Present
and Research Nurse - (A10) UC Berkeley Bay Area Flu Study 2015 - Present
CSS Home Care & Senior Services February 2013 - July 2013
Merrill Lynch 2007 - 2009
Sand Hill Financial 2005 - 2007
Venus Communications 2003 - 2004
Prakit Foote Cone & Belding / Publicis Worldwide 2002 - 2003
Coca-Cola Bottlers Philippines Inc. 2000 - 2001
Skills
Trauma Nursing, Emergency Services, TNCC, Critical Care, ACLS, PALS, Leadership, Clinical Research, Highly detail oriented, Team-oriented, Critical Thinking, Nursing, Healthcare, Teamwork, Medical-Surgical, Cross-cultural, Hospitals, Integrated Marketing, Public Relations, Communication, Advertising, Patient Safety, EMR, ICU, BLS, Pediatrics, Home Care, Telemetry, Emergency Room, Acute Care
Education
Samuel Merritt University 2013 — 2014
Bachelor's Degree, Registered Nursing, Magna Cum Laude
Dominican College 1996 — 2000
Bachelor of Arts (BA), Mass Communication/Media Studies
Stanford Continuing Studies 2013 — 2014
Certificate Program, Adult Critical Care Series Certification Program, Completed
Stanford Continuing Studies 2013 — 2014
Certificate, Essentials in ECG Rhythms
Silicon Valley School of Nursing 2012 — 2012
Licensed Certified Nurse Assistant, Nursing Assistant/Aide and Patient Care Assistant/Aide
Randy Sternke Randy Sternke's Merrill Lynch Experience July 2006 - March 2009
Job Founder, CTO & CFO at Hinted
Industry Financial Services
Experience
Hinted Labs, Inc. July 2014 - Present
Finuvo LLC September 2012 - Present
RS Investments August 2009 - September 2012
Merrill Lynch July 2006 - March 2009
A.G. Edwards February 2004 - July 2006
Skills
Equities, Equity Research, Hedge Funds, Valuation, Financial Analysis, Financial Modeling, Banking, Strategic Financial..., Capital Markets, Alternative Investments, Bloomberg, Strategic Thinking, Fixed Income, Asset Management, Investments, Due Diligence, Mutual Funds, Private Equity, Portfolio Management, Asset Allocation, Investment Banking, Equity Valuation, iOS development, Web Development, Objective-C, PHP, SQL, Ruby on Rails, JavaScript, Finance, iOS Development, Financial Planning
Education
Stanford University 2013 — 2014
Graduate School of Business, Sloan Fellow
University of Missouri-Columbia 2000 — 2003
BSBA, Finance
Hinted Labs, Inc. July 2014 - Present
Finuvo LLC September 2012 - Present
RS Investments August 2009 - September 2012
Merrill Lynch July 2006 - March 2009
A.G. Edwards February 2004 - July 2006
Skills
Equities, Equity Research, Hedge Funds, Valuation, Financial Analysis, Financial Modeling, Banking, Strategic Financial..., Capital Markets, Alternative Investments, Bloomberg, Strategic Thinking, Fixed Income, Asset Management, Investments, Due Diligence, Mutual Funds, Private Equity, Portfolio Management, Asset Allocation, Investment Banking, Equity Valuation, iOS development, Web Development, Objective-C, PHP, SQL, Ruby on Rails, JavaScript, Finance, iOS Development, Financial Planning
Education
Stanford University 2013 — 2014
Graduate School of Business, Sloan Fellow
University of Missouri-Columbia 2000 — 2003
BSBA, Finance
Leigh Cutter Leigh Cutter's Merrill Lynch Experience 2011 - 2013
Job Attorney at Law at Law Office of Brown and Norton
Industry Financial Services
Experience
Jean Brown Family Law 2013 - Present
Att 2013 - Present
Merrill Lynch 2011 - 2013
St Mary's University School of Law 2010 - 2012
Wells Fargo 2007 - 2011
Skills
Insurance, Securities, Financial Analysis, Investments, Retirement Planning, Strategic Financial..., Wealth Management, Series 7
Education
St. Mary's University School of Law 2010 — 2014
J.D., Corporate/ M&A
Texas A&M University 2005 — 2009
BA, Telecommunications Media Studies and German
Jean Brown Family Law 2013 - Present
Att 2013 - Present
Merrill Lynch 2011 - 2013
St Mary's University School of Law 2010 - 2012
Wells Fargo 2007 - 2011
Skills
Insurance, Securities, Financial Analysis, Investments, Retirement Planning, Strategic Financial..., Wealth Management, Series 7
Education
St. Mary's University School of Law 2010 — 2014
J.D., Corporate/ M&A
Texas A&M University 2005 — 2009
BA, Telecommunications Media Studies and German
Americo Cisneros Briseño Americo Cisneros Briseño's Merrill Lynch Experience February 2015 - Present
Job Client Associate at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch February 2015 - Present
The Summit Group (KMC Capital Management) May 2014 - Present
Instituto Bilingue San Jose January 2013 - May 2014
ProScribe August 2013 - January 2014
Skills
Oil & Gas Industry, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Budgets, Access, Leadership, QuickBooks, Data Analysis, Research, Customer Service..., Teamwork
Education
St. Mary's University 2009 — 2014
Bachelor's Degree, Economics, Biology
St. Mary's University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Merrill Lynch February 2015 - Present
The Summit Group (KMC Capital Management) May 2014 - Present
Instituto Bilingue San Jose January 2013 - May 2014
ProScribe August 2013 - January 2014
Skills
Oil & Gas Industry, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Budgets, Access, Leadership, QuickBooks, Data Analysis, Research, Customer Service..., Teamwork
Education
St. Mary's University 2009 — 2014
Bachelor's Degree, Economics, Biology
St. Mary's University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Dale Christensen II Dale Christensen II's Merrill Lynch Experience July 2014 - January 2015
Job
Industry Information Technology and Services
Experience
Merrill Lynch July 2014 - January 2015
Skills
Windows 7, Microsoft Office, Linux, VMware, Mac OS, Windows Server, Active Directory, HTML, Java, Management, Microsoft Excel, Microsoft SQL Server, SQL, Windows, Windows XP, C++
Education
Keiser University
Associate of Science, Information Technology
St. Petersburg College
General Prerequisites
Merrill Lynch July 2014 - January 2015
Skills
Windows 7, Microsoft Office, Linux, VMware, Mac OS, Windows Server, Active Directory, HTML, Java, Management, Microsoft Excel, Microsoft SQL Server, SQL, Windows, Windows XP, C++
Education
Keiser University
Associate of Science, Information Technology
St. Petersburg College
General Prerequisites
Brittany Platt's Merrill Lynch Experience May 2013 - May 2014
Job Registered Representative at First Investors
Industry Financial Services
Experience
Central Jersey Allstars May 2014 - Present
First Investors April 2014 - Present
Merrill Lynch May 2013 - May 2014
CC Champs April 2009 - May 2014
Fastar Inc August 2006 - May 2013
Education
Saint Thomas Aquinas College 2010 — 2014
Bachelor of Science (BS), Finance, General, Junior
Paramus Catholic
Central Jersey Allstars May 2014 - Present
First Investors April 2014 - Present
Merrill Lynch May 2013 - May 2014
CC Champs April 2009 - May 2014
Fastar Inc August 2006 - May 2013
Education
Saint Thomas Aquinas College 2010 — 2014
Bachelor of Science (BS), Finance, General, Junior
Paramus Catholic
James Krzyzak's Merrill Lynch Experience May 2005 - January 2007
Job Director of Property Management at Stoneleigh Companies, LLC
Industry Education Management
Experience
Stoneleigh Companies, LLC January 2015 - Present
Stoneleigh Companies, LLC February 2013 - December 2014
Career Education Corporation September 2007 - February 2013
Sun Powered Products February 2009 - April 2012
Discoveries International January 2005 - May 2007
Merrill Lynch May 2005 - January 2007
Skills
Financial Analysis, Microsoft Excel, Customer Service, Spanish, Higher Education, Microsoft Office, Photoshop, InDesign, Microsoft Access, Illustrator, Adobe Creative Suite, Microsoft Powerpoint, Research, Corporate Financial..., Finance, Analysis, Budgets, Account Reconciliation, PowerPoint, Outlook, Management, Access, Leadership, Forecasting, Time Management, Data Analysis
Education
Keller Business School of Management 2009 — 2011
MBA, Accounting Concentration
H & R Block 2010 — 2010
Tax Certification, Tax
St. Norbert College 2003 — 2007
Bachelor of Arts, International Business and Finance
Stoneleigh Companies, LLC January 2015 - Present
Stoneleigh Companies, LLC February 2013 - December 2014
Career Education Corporation September 2007 - February 2013
Sun Powered Products February 2009 - April 2012
Discoveries International January 2005 - May 2007
Merrill Lynch May 2005 - January 2007
Skills
Financial Analysis, Microsoft Excel, Customer Service, Spanish, Higher Education, Microsoft Office, Photoshop, InDesign, Microsoft Access, Illustrator, Adobe Creative Suite, Microsoft Powerpoint, Research, Corporate Financial..., Finance, Analysis, Budgets, Account Reconciliation, PowerPoint, Outlook, Management, Access, Leadership, Forecasting, Time Management, Data Analysis
Education
Keller Business School of Management 2009 — 2011
MBA, Accounting Concentration
H & R Block 2010 — 2010
Tax Certification, Tax
St. Norbert College 2003 — 2007
Bachelor of Arts, International Business and Finance
John D. Langdon's Merrill Lynch Experience June 1992 - February 1995
Job Chairman of Massive Enterprises, Dance Music Expert, Private Equity & Strategy Professional, Producer/DJ
Industry Financial Services
Experience
Massive Enterprises January 2013 - Present
Platinum Equity May 2008 - August 2010
Ausable Capital Corp. January 2006 - May 2008
Milestone Capital January 2003 - January 2006
Caxton-Iseman Capital September 1998 - February 2000
Kohlberg & Company May 1997 - July 1998
Merrill Lynch June 1992 - February 1995
Skills
Finance, Corporate Finance, LBO, Manufacturing, Lean Manufacturing, Private Equity, Private Equity Funding, Debt & Equity Financing, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Modeling, Strategy, Management, Venture Capital, Investments, Mergers & Acquisitions, Start-ups, Financial Analysis, Due Diligence, Portfolio Management, Investment Banking, Negotiation, Equities, Analysis, Marketing, Entrepreneurship, Corporate Development, Acquisitions, Economics, Valuation, Consulting, Growth Capital, Entertainment Industry, DJ, Entertainment, Investor Relations, Strategic Planning, Capital Raising, Buyouts
Education
University of Virginia - Darden Graduate School of Business Administration 1993 — 1997
Master of Business Administration (MBA)
St. Lawrence University 1988 — 1992
Bachelor of Arts (B.A.), Economics and Government
Massive Enterprises January 2013 - Present
Platinum Equity May 2008 - August 2010
Ausable Capital Corp. January 2006 - May 2008
Milestone Capital January 2003 - January 2006
Caxton-Iseman Capital September 1998 - February 2000
Kohlberg & Company May 1997 - July 1998
Merrill Lynch June 1992 - February 1995
Skills
Finance, Corporate Finance, LBO, Manufacturing, Lean Manufacturing, Private Equity, Private Equity Funding, Debt & Equity Financing, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Modeling, Strategy, Management, Venture Capital, Investments, Mergers & Acquisitions, Start-ups, Financial Analysis, Due Diligence, Portfolio Management, Investment Banking, Negotiation, Equities, Analysis, Marketing, Entrepreneurship, Corporate Development, Acquisitions, Economics, Valuation, Consulting, Growth Capital, Entertainment Industry, DJ, Entertainment, Investor Relations, Strategic Planning, Capital Raising, Buyouts
Education
University of Virginia - Darden Graduate School of Business Administration 1993 — 1997
Master of Business Administration (MBA)
St. Lawrence University 1988 — 1992
Bachelor of Arts (B.A.), Economics and Government
Dean McLellan Dean McLellan's Merrill Lynch Experience 1980 - 1990
Job Advisor & Author, Contrarian Walk
Industry Investment Management
Experience
Contrarian Walk 1997 - Present
Cook Investment Counsel 1995 - 1997
A.G. Edwards 1990 - 1995
Merrill Lynch 1980 - 1990
Fidelity Investments 1979 - 1980
Skills
Investments, Strategic Financial..., Strategy, Finance, Mutual Funds, Investment Management, Marketing, Accounting, Investors, Alternative Investments, Asset Management, Customer Service, Investment Strategies, Wealth Management, Asset Allocation
Education
Saint Lawrence University 1974 — 1979
B.A., Economics
University of Vermont 1977 — 1977
visiting student
South Burlington High School 1970 — 1974
high school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Contrarian Walk 1997 - Present
Cook Investment Counsel 1995 - 1997
A.G. Edwards 1990 - 1995
Merrill Lynch 1980 - 1990
Fidelity Investments 1979 - 1980
Skills
Investments, Strategic Financial..., Strategy, Finance, Mutual Funds, Investment Management, Marketing, Accounting, Investors, Alternative Investments, Asset Management, Customer Service, Investment Strategies, Wealth Management, Asset Allocation
Education
Saint Lawrence University 1974 — 1979
B.A., Economics
University of Vermont 1977 — 1977
visiting student
South Burlington High School 1970 — 1974
high school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kellye McDade Kellye McDade's Merrill Lynch Experience August 2013 - August 2014
Job Client Service Representative at Invesco US
Industry Financial Services
Experience
Invesco US October 2014 - Present
Merrill Lynch August 2013 - August 2014
Austin City Realty December 2012 - May 2013
Saint Andrew's Episcopal School February 2012 - May 2013
GLG - Gerson Lehrman Group September 2012 - November 2012
Meritage Events 2011 - 2012
Skills
Social Media, Facebook, Market Research, Event Planning, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Office, Social Media Marketing, Research, Valuation, Data Analysis, Blogging, Google Analytics, Microsoft Word, Public Relations
Education
St. Mary’s University, Twickenham 2013 — 2014
The University of Texas at Austin 2009 — 2013
Bachelor of Science in Communication Studies, Corporate Communication, Business Foundations Certificate, Senior
Invesco US October 2014 - Present
Merrill Lynch August 2013 - August 2014
Austin City Realty December 2012 - May 2013
Saint Andrew's Episcopal School February 2012 - May 2013
GLG - Gerson Lehrman Group September 2012 - November 2012
Meritage Events 2011 - 2012
Skills
Social Media, Facebook, Market Research, Event Planning, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Office, Social Media Marketing, Research, Valuation, Data Analysis, Blogging, Google Analytics, Microsoft Word, Public Relations
Education
St. Mary’s University, Twickenham 2013 — 2014
The University of Texas at Austin 2009 — 2013
Bachelor of Science in Communication Studies, Corporate Communication, Business Foundations Certificate, Senior
Leo Medrano Leo Medrano's Merrill Lynch Experience 2005 - 2008
Job Start up CFO/GM with Tech Background
Industry Financial Services
Experience
Transonic Combustion 2008 - 2014
Merrill Lynch 2005 - 2008
FM Global 2003 - 2005
Space Systems Loral 2001 - 2003
Massive Media Group (MMG) 2000 - 2001
US Navy 1996 - 2000
Skills
Financial Modeling, Financial Analysis, Business Strategy, Strategic Planning, Competitive Analysis, Mergers, Business Development, Strategy, Cross-functional Team..., Corporate Development, Program Management, Valuation, Product Management, Corporate Finance, Process Improvement, Project Management, Private Equity, Investments, Risk Management, Start-ups, Entrepreneurship, Management, Mergers & Acquisitions, Finance, Venture Capital, Business Planning
Education
UCLA Anderson School of Management
MBA, Finance
Stanford University
BA, BS, Economics, Industrial Engineering
Stanford University - Engineering School
MS, Industrial Engineering
Transonic Combustion 2008 - 2014
Merrill Lynch 2005 - 2008
FM Global 2003 - 2005
Space Systems Loral 2001 - 2003
Massive Media Group (MMG) 2000 - 2001
US Navy 1996 - 2000
Skills
Financial Modeling, Financial Analysis, Business Strategy, Strategic Planning, Competitive Analysis, Mergers, Business Development, Strategy, Cross-functional Team..., Corporate Development, Program Management, Valuation, Product Management, Corporate Finance, Process Improvement, Project Management, Private Equity, Investments, Risk Management, Start-ups, Entrepreneurship, Management, Mergers & Acquisitions, Finance, Venture Capital, Business Planning
Education
UCLA Anderson School of Management
MBA, Finance
Stanford University
BA, BS, Economics, Industrial Engineering
Stanford University - Engineering School
MS, Industrial Engineering
Ashley Andersen Ashley Andersen's Merrill Lynch Experience January 2008 - May 2008
Job EA @ Trulia
Industry Marketing and Advertising
Experience
Trulia February 2015 - Present
Trulia November 2014 - February 2015
Trulia May 2014 - November 2014
Accel Partners January 2010 - May 2014
Merrill Lynch January 2008 - May 2008
Skills
Event Planning, Social Media, PowerPoint, Microsoft Excel, Marketing, Event Management, Social Media Marketing, Microsoft Office, Social Networking, Outlook, Strategic Planning, Salesforce.com, Market Research, Facebook, Fundraising, Online Advertising, Entrepreneurship
Education
Stanford University 2012 — 2012
Continuing Studies: Mobile Marketing
University of San Diego 2005 — 2009
Bachelor, Business; Marketing Emphasis
Trulia February 2015 - Present
Trulia November 2014 - February 2015
Trulia May 2014 - November 2014
Accel Partners January 2010 - May 2014
Merrill Lynch January 2008 - May 2008
Skills
Event Planning, Social Media, PowerPoint, Microsoft Excel, Marketing, Event Management, Social Media Marketing, Microsoft Office, Social Networking, Outlook, Strategic Planning, Salesforce.com, Market Research, Facebook, Fundraising, Online Advertising, Entrepreneurship
Education
Stanford University 2012 — 2012
Continuing Studies: Mobile Marketing
University of San Diego 2005 — 2009
Bachelor, Business; Marketing Emphasis
Alison Pena's Merrill Lynch Experience 1990 - 1996
Job Principal Catalyst at Unit X: Sustainable World Expedition
Industry Human Resources
Experience
Unit X:Sustainable World Expedition September 2013 - Present
Isagenix March 2010 - Present
Mama Gena's SWA 2013 - 2014
Draftfcb January 2010 - January 2013
Real Estate Investor 2008 - 2011
Draftfcb 2004 - 2009
Metroproof 1999 - 2009
DDBrx 2005 - 2008
Shearman & Sterling 2002 - 2006
Merrill Lynch 1990 - 1996
Skills
Leadership, Customer Service, Blogging, Social Media, Proofreading, Non-profits, Advertising, Real Estate, Editing, Web 2.0, Copywriting, Sales, Entrepreneurship, Social Media Marketing, Real Estate Investor, Nutrition, Writing, Reading, Tutoring, Strategic Thinking, Trend Analysis, Healthy Eating, Fitness, Law of Attraction, Singing, Playing Guitar, Travel, Public Speaking, Presentations, Networking, Collaboration, Teamwork, Teaching, Landlording, NYC Sights, Identifying USP, Communication, Public Relations, Small Business, Marketing, Facebook, Email Marketing, Nonprofits, Creative Writing, Marketing Communications, Integrated Marketing, Online Advertising, Newsletters
Education
New York University 1980 — 1984
BA, English
St. Lawrence University 1978 — 1982
Bachelor's degree, English Language and Literature, General
Saint Lawrence University 1978 — 1980
Nightingale-Bamford School 1966 — 1978
Milton Academy 1976 — 1976
Unit X:Sustainable World Expedition September 2013 - Present
Isagenix March 2010 - Present
Mama Gena's SWA 2013 - 2014
Draftfcb January 2010 - January 2013
Real Estate Investor 2008 - 2011
Draftfcb 2004 - 2009
Metroproof 1999 - 2009
DDBrx 2005 - 2008
Shearman & Sterling 2002 - 2006
Merrill Lynch 1990 - 1996
Skills
Leadership, Customer Service, Blogging, Social Media, Proofreading, Non-profits, Advertising, Real Estate, Editing, Web 2.0, Copywriting, Sales, Entrepreneurship, Social Media Marketing, Real Estate Investor, Nutrition, Writing, Reading, Tutoring, Strategic Thinking, Trend Analysis, Healthy Eating, Fitness, Law of Attraction, Singing, Playing Guitar, Travel, Public Speaking, Presentations, Networking, Collaboration, Teamwork, Teaching, Landlording, NYC Sights, Identifying USP, Communication, Public Relations, Small Business, Marketing, Facebook, Email Marketing, Nonprofits, Creative Writing, Marketing Communications, Integrated Marketing, Online Advertising, Newsletters
Education
New York University 1980 — 1984
BA, English
St. Lawrence University 1978 — 1982
Bachelor's degree, English Language and Literature, General
Saint Lawrence University 1978 — 1980
Nightingale-Bamford School 1966 — 1978
Milton Academy 1976 — 1976
Marco D. Kim Marco D. Kim's Merrill Lynch Experience November 2011 - January 2012
Job Consultant at Deloitte, CFA Level 1 Candidate
Industry Financial Services
Experience
Deloitte July 2015 - Present
Takenaka Partners LLC January 2015 - April 2015
EY Transaction Advisory Services (TAS) December 2014 - January 2015
15th Infantry Division 'Victory' Q.M. September 2012 - June 2014
Merrill Lynch November 2011 - January 2012
Skills
Financial Analysis, Valuation, PowerPoint, Leadership, Microsoft Office, Public Speaking, Management Consulting, Financial Accounting, Financial Modeling, Mergers & Acquisitions, Microsoft Excel, Music Production, Project Finance, Risk Management, Graphic Design, Teamwork
Education
University of Southern California 2010 — 2015
Bachelor of Science (B.S.), Business Administration - Finance, Music Industry, Magna Cum Laude
University of Southern California - Marshall School of Business 2010 — 2015
Bachelor of Science (B.S.), Finance & Business Economics
Brent International School Manila 2006 — 2010
IB Diploma
Stanford University 2009 — 2009
Topics in Economics
Deloitte July 2015 - Present
Takenaka Partners LLC January 2015 - April 2015
EY Transaction Advisory Services (TAS) December 2014 - January 2015
15th Infantry Division 'Victory' Q.M. September 2012 - June 2014
Merrill Lynch November 2011 - January 2012
Skills
Financial Analysis, Valuation, PowerPoint, Leadership, Microsoft Office, Public Speaking, Management Consulting, Financial Accounting, Financial Modeling, Mergers & Acquisitions, Microsoft Excel, Music Production, Project Finance, Risk Management, Graphic Design, Teamwork
Education
University of Southern California 2010 — 2015
Bachelor of Science (B.S.), Business Administration - Finance, Music Industry, Magna Cum Laude
University of Southern California - Marshall School of Business 2010 — 2015
Bachelor of Science (B.S.), Finance & Business Economics
Brent International School Manila 2006 — 2010
IB Diploma
Stanford University 2009 — 2009
Topics in Economics
John Weninger John Weninger's Merrill Lynch Experience June 2010 - May 2011
Job Financial Advisor | President at Weninger Wealth Management, LLC
Industry Investment Management
Experience
Weninger Wealth Management, LLC May 2011 - Present
Voya Investment Management May 2011 - September 2013
Merrill Lynch June 2010 - May 2011
Humana September 2008 - August 2010
Education
St. Norbert College 2007 — 2011
Business Administration
Weninger Wealth Management, LLC May 2011 - Present
Voya Investment Management May 2011 - September 2013
Merrill Lynch June 2010 - May 2011
Humana September 2008 - August 2010
Education
St. Norbert College 2007 — 2011
Business Administration
Anne Sommer's Merrill Lynch Experience June 2014 - Present
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
NeoPhotonics 2012 - 2012
City of Palo Alto 2011 - 2011
Skills
Japanese, Japanese culture, Mandarin, Chinese culture, Microsoft Word, PowerPoint, Coaching, Babysitting, Economics
Education
Stanford University 2013 — 2017
Bachelor's Degree
SYA China 2012 — 2013
High School, Mandarin
Merrill Lynch June 2014 - Present
NeoPhotonics 2012 - 2012
City of Palo Alto 2011 - 2011
Skills
Japanese, Japanese culture, Mandarin, Chinese culture, Microsoft Word, PowerPoint, Coaching, Babysitting, Economics
Education
Stanford University 2013 — 2017
Bachelor's Degree
SYA China 2012 — 2013
High School, Mandarin
Boris Logvinskiy Boris Logvinskiy's Merrill Lynch Experience June 2007 - August 2007
Job Helping mobile app developers make money
Industry Internet
Experience
Twitter November 2013 - Present
MoPub July 2013 - November 2013
Demandforce (Acquired by Intuit) February 2013 - July 2013
Demandforce (Acquired by Intuit) August 2009 - February 2013
Stanford University September 2008 - June 2009
Merrill Lynch June 2007 - August 2007
Skills
Product Management, Agile Application..., SaaS, Salesforce.com, Platform Development, Small Business Software, Small Business, Cross-functional Team..., Usability Testing, Analytics, Strategic Partnerships, Marketing, Strategy
Education
Stanford University 2008 — 2009
MS, Management Science & Engineering
Stanford University 2004 — 2008
BA, Economics, Minor Math and Computational Science
Twitter November 2013 - Present
MoPub July 2013 - November 2013
Demandforce (Acquired by Intuit) February 2013 - July 2013
Demandforce (Acquired by Intuit) August 2009 - February 2013
Stanford University September 2008 - June 2009
Merrill Lynch June 2007 - August 2007
Skills
Product Management, Agile Application..., SaaS, Salesforce.com, Platform Development, Small Business Software, Small Business, Cross-functional Team..., Usability Testing, Analytics, Strategic Partnerships, Marketing, Strategy
Education
Stanford University 2008 — 2009
MS, Management Science & Engineering
Stanford University 2004 — 2008
BA, Economics, Minor Math and Computational Science
Joseph Beerman Joseph Beerman's Merrill Lynch Experience 1982 - 1985
Job Business Development at Raytheon
Industry Computer & Network Security
Experience
Raytheon December 2010 - Present
US Government June 1987 - December 2010
Harris Corporation 1985 - 1986
Merrill Lynch 1982 - 1985
Skills
Intelligence, Security Clearance, Program Management, Government, DoD, Security, Computer Security, Counterterrorism, Information Assurance, Integration, Defense, National Security, Government Contracting, Intelligence Analysis, Policy, Military, Command, Military Operations, Top Secret, Federal Government, Vulnerability Assessment, Homeland Security, Proposal Writing, Operational Planning, International Relations, Crisis Management, Information Security, CISSP, Security Management, Security Operations, Counterintelligence, Intelligence Community, Physical Security, Organizational..., Risk Assessment, Information Security...
Education
Saint Lawrence University 1978 — 1982
BA, Economics, Government
Raytheon December 2010 - Present
US Government June 1987 - December 2010
Harris Corporation 1985 - 1986
Merrill Lynch 1982 - 1985
Skills
Intelligence, Security Clearance, Program Management, Government, DoD, Security, Computer Security, Counterterrorism, Information Assurance, Integration, Defense, National Security, Government Contracting, Intelligence Analysis, Policy, Military, Command, Military Operations, Top Secret, Federal Government, Vulnerability Assessment, Homeland Security, Proposal Writing, Operational Planning, International Relations, Crisis Management, Information Security, CISSP, Security Management, Security Operations, Counterintelligence, Intelligence Community, Physical Security, Organizational..., Risk Assessment, Information Security...
Education
Saint Lawrence University 1978 — 1982
BA, Economics, Government
Dennis Peng Dennis Peng's Merrill Lynch Experience January 1996 - April 1997
Job Sr. Program Manager at Oracle
Industry Computer Software
Experience
Oracle February 2010 - Present
Sun Microsystems, Inc. July 2007 - January 2010
Sun Microsystems January 2007 - July 2007
Sun Microsystems March 2006 - December 2006
Sun Microsystems October 2004 - December 2006
Sun Microsystems July 2002 - September 2004
Sun Microsystems May 1997 - June 2002
Merrill Lynch January 1996 - April 1997
Skills
Project Management, Change Management, Team Building, Account Management, Workshop Facilitation, Conflict Management, Program Management, SaaS, Cloud Computing, Cross-functional Team..., Enterprise Software, Virtual Teams, Vendor Management, PMP, Product Management, Program Development, Operations Management, Capital Budgeting, Operating Budgets, Budget Reconciliation, Strategic Financial..., Business Strategy, New Business Development, Business Process..., Management, Business Development, Business Analysis, Product Development, Contract Negotiation, Strategic Planning, Integration, Financial Planning
Education
Stanford University 2004 — 2005
Certificate, Advanced Project Management Certification
University of California, Berkeley 1992 — 1996
BA, Economics
Oracle February 2010 - Present
Sun Microsystems, Inc. July 2007 - January 2010
Sun Microsystems January 2007 - July 2007
Sun Microsystems March 2006 - December 2006
Sun Microsystems October 2004 - December 2006
Sun Microsystems July 2002 - September 2004
Sun Microsystems May 1997 - June 2002
Merrill Lynch January 1996 - April 1997
Skills
Project Management, Change Management, Team Building, Account Management, Workshop Facilitation, Conflict Management, Program Management, SaaS, Cloud Computing, Cross-functional Team..., Enterprise Software, Virtual Teams, Vendor Management, PMP, Product Management, Program Development, Operations Management, Capital Budgeting, Operating Budgets, Budget Reconciliation, Strategic Financial..., Business Strategy, New Business Development, Business Process..., Management, Business Development, Business Analysis, Product Development, Contract Negotiation, Strategic Planning, Integration, Financial Planning
Education
Stanford University 2004 — 2005
Certificate, Advanced Project Management Certification
University of California, Berkeley 1992 — 1996
BA, Economics
Georgine ODonnell Georgine ODonnell's Merrill Lynch Experience 1974 - 2006
Job Interior Designer
Industry Design
Experience
O'Designs 2012 - Present
ISC Gallery September 2011 - July 2013
Merrill Lynch 1974 - 2006
Skills
Space Planning, Furniture, Interiors, AutoCAD, Textiles, Flooring, Furnishings, Lighting, Accessories, Window Treatments, Floor Plans, Custom Furniture, Interior Architecture, Countertops, Rendering, Blinds, Interior Design, Space planning, Space-planning, FF&E, Commercial Design, Hand Drafting
Education
St. Louis Community College
Associates, Interior Design
Washington University in St. Louis
B.S., Financial Managerial Economics
O'Designs 2012 - Present
ISC Gallery September 2011 - July 2013
Merrill Lynch 1974 - 2006
Skills
Space Planning, Furniture, Interiors, AutoCAD, Textiles, Flooring, Furnishings, Lighting, Accessories, Window Treatments, Floor Plans, Custom Furniture, Interior Architecture, Countertops, Rendering, Blinds, Interior Design, Space planning, Space-planning, FF&E, Commercial Design, Hand Drafting
Education
St. Louis Community College
Associates, Interior Design
Washington University in St. Louis
B.S., Financial Managerial Economics
Donald R. Page III Donald R. Page III's Merrill Lynch Experience April 2014 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
UBS Financial Services Inc. May 2011 - April 2014
T. Rowe Price January 2006 - May 2011
T. Rowe Price 2005 - 2006
Education
St. Lawrence University 2000 — 2005
BA, Fine Arts
Merrill Lynch April 2014 - Present
UBS Financial Services Inc. May 2011 - April 2014
T. Rowe Price January 2006 - May 2011
T. Rowe Price 2005 - 2006
Education
St. Lawrence University 2000 — 2005
BA, Fine Arts
Kyle Fredrickson's Merrill Lynch Experience June 2012 - December 2012
Job Logistics Specialist at Schneider National
Industry Logistics and Supply Chain
Experience
Schneider National January 2014 - Present
Silver Star Brands November 2013 - January 2014
Plexus Corp. August 2013 - October 2013
Merrill Lynch June 2012 - December 2012
Merrill Lynch February 2012 - May 2012
Chequamegon Fat Tire Festival June 2006 - July 2011
Skills
Salesforce.com, Access, PowerPoint, Microsoft Excel, Finance, Analysis, Cold Calling Experience, Data Analysis, Data Entry, Advanced in Microsoft..., Strategic Prospecting, Database Design, Marketing Strategy, Social Networking, Customer Service, Data Structures, Microsoft Word, Microsoft Office, Social Media
Education
St. Norbert College 2015 — 2017
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management
University of Wisconsin-Green Bay 2008 — 2012
Double major Economics and Business Adm, w/Finance emphasis, and a Minor in Political Science, Business/Managerial Economics
University of Alaska Anchorage 2007 — 2008
Economics and Finance
Schneider National January 2014 - Present
Silver Star Brands November 2013 - January 2014
Plexus Corp. August 2013 - October 2013
Merrill Lynch June 2012 - December 2012
Merrill Lynch February 2012 - May 2012
Chequamegon Fat Tire Festival June 2006 - July 2011
Skills
Salesforce.com, Access, PowerPoint, Microsoft Excel, Finance, Analysis, Cold Calling Experience, Data Analysis, Data Entry, Advanced in Microsoft..., Strategic Prospecting, Database Design, Marketing Strategy, Social Networking, Customer Service, Data Structures, Microsoft Word, Microsoft Office, Social Media
Education
St. Norbert College 2015 — 2017
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management
University of Wisconsin-Green Bay 2008 — 2012
Double major Economics and Business Adm, w/Finance emphasis, and a Minor in Political Science, Business/Managerial Economics
University of Alaska Anchorage 2007 — 2008
Economics and Finance
Andrew Fowler's Merrill Lynch Experience June 2011 - August 2011
Job Equity Research Associate at Dodge and Cox
Industry Financial Services
Experience
Dodge & Cox July 2012 - Present
Stanford Football Team August 2007 - January 2012
Merrill Lynch June 2011 - August 2011
Hopkins & Carley LLP May 2009 - July 2009
Skills
Financial Analysis, Financial Modeling, Data Analysis, Research, Public Speaking, Matlab, PowerPoint, Hedge Funds, Economics
Education
Stanford University 2011 — 2012
Master's degree, Management Science and Engineering
Stanford University 2007 — 2011
Bachelor of Arts (B.A.), Art History
Williams College 2006 — 2007
BA, Art History/Economics
Dodge & Cox July 2012 - Present
Stanford Football Team August 2007 - January 2012
Merrill Lynch June 2011 - August 2011
Hopkins & Carley LLP May 2009 - July 2009
Skills
Financial Analysis, Financial Modeling, Data Analysis, Research, Public Speaking, Matlab, PowerPoint, Hedge Funds, Economics
Education
Stanford University 2011 — 2012
Master's degree, Management Science and Engineering
Stanford University 2007 — 2011
Bachelor of Arts (B.A.), Art History
Williams College 2006 — 2007
BA, Art History/Economics
Pamela Acevedo's Merrill Lynch Experience June 2014 - August 2014
Job Incoming Investment Banking Summer Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Photoshop, Accounting, Teamwork, Finance, Leadership
Education
St. Mary's University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
Wells Fargo Securities June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Photoshop, Accounting, Teamwork, Finance, Leadership
Education
St. Mary's University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
Shawn LoPresto's Merrill Lynch Experience August 2010 - March 2011
Job Cloud Platform Team Team Lead at TUI Specialist Holidays Group
Industry Information Technology and Services
Experience
TUI Specialist Holidays Group March 2011 - Present
Merrill Lynch August 2010 - March 2011
Trade Only Design Library January 2008 - August 2010
Presto Communications January 2005 - August 2010
Sunbelt Software December 2004 - February 2008
ES Game Servers August 2002 - December 2004
US Army January 1996 - January 1998
Skills
PHP Debugging, .NET Debugging, Application Performance..., Technology Integration, Microsoft SQL Server, Microsoft Technologies, HTML, Linux, Active Directory, Windows Server, VMware, SQL, .NET, Apache, Solr, Memcached, Drupal, Git, MySQL Cluster, Network Load Balancing, Application Performance..., Disaster Recovery, Firewalls, Troubleshooting, Windows, Servers, Microsoft Exchange, Network Security, Visio, Cloud Computing, Virtualization, Cisco Technologies, Networking, SharePoint, Databases, Data Center
Education
St. Petersburg College 1998 — 2001
TUI Specialist Holidays Group March 2011 - Present
Merrill Lynch August 2010 - March 2011
Trade Only Design Library January 2008 - August 2010
Presto Communications January 2005 - August 2010
Sunbelt Software December 2004 - February 2008
ES Game Servers August 2002 - December 2004
US Army January 1996 - January 1998
Skills
PHP Debugging, .NET Debugging, Application Performance..., Technology Integration, Microsoft SQL Server, Microsoft Technologies, HTML, Linux, Active Directory, Windows Server, VMware, SQL, .NET, Apache, Solr, Memcached, Drupal, Git, MySQL Cluster, Network Load Balancing, Application Performance..., Disaster Recovery, Firewalls, Troubleshooting, Windows, Servers, Microsoft Exchange, Network Security, Visio, Cloud Computing, Virtualization, Cisco Technologies, Networking, SharePoint, Databases, Data Center
Education
St. Petersburg College 1998 — 2001
Andrea Freund Andrea Freund's Merrill Lynch Experience June 2008 - August 2008
Job UX Writing, Email Marketing, & User Research at AnyPerk
Industry Public Relations and Communications
Experience
AnyPerk April 2015 - Present
Google June 2013 - April 2015
Google September 2011 - June 2013
National Geographic Society February 2011 - June 2011
Genzyme June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
World Affairs Council of Dallas/Fort Worth June 2006 - August 2006
Skills
Public Relations, Social Media, Blogging, Crisis Communications, Editing, Strategic Communications, Marketing, Writing, User Experience, Public Speaking, Leadership, New Media, Community Outreach, Pitching Media, Event Planning, Education, Media Skills Training, Presentation Skills, Presentation Coaching, Copy Editing, Creative Writing, Content Strategy, Copywriting, Executive Coaching, Team Training
Education
Stanford University 2007 — 2011
B.S., Biology
Ursuline Academy of Dallas 2003 — 2007
AnyPerk April 2015 - Present
Google June 2013 - April 2015
Google September 2011 - June 2013
National Geographic Society February 2011 - June 2011
Genzyme June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
World Affairs Council of Dallas/Fort Worth June 2006 - August 2006
Skills
Public Relations, Social Media, Blogging, Crisis Communications, Editing, Strategic Communications, Marketing, Writing, User Experience, Public Speaking, Leadership, New Media, Community Outreach, Pitching Media, Event Planning, Education, Media Skills Training, Presentation Skills, Presentation Coaching, Copy Editing, Creative Writing, Content Strategy, Copywriting, Executive Coaching, Team Training
Education
Stanford University 2007 — 2011
B.S., Biology
Ursuline Academy of Dallas 2003 — 2007
Aakash Dhuna Aakash Dhuna's Merrill Lynch Experience October 2007 - December 2007
Job Cofounder at Copycat
Industry Online Media
Experience
Copycat February 2015 - Present
Bioniq Health January 2014 - January 2015
Flipora June 2011 - January 2014
3fivetwo Healthcare July 2010 - August 2010
Two Rivers Bank & Trust Company June 2009 - July 2009
Merrill Lynch October 2007 - December 2007
Skills
iOS Development, User Interface Design, JavaScript, Illustrator, HTML, CSS
Education
Stanford University 2009 — 2013
Bachelors, Major in STS (Computer Science and Management Science & Engineering) Minor in Symbolic Systems
Copycat February 2015 - Present
Bioniq Health January 2014 - January 2015
Flipora June 2011 - January 2014
3fivetwo Healthcare July 2010 - August 2010
Two Rivers Bank & Trust Company June 2009 - July 2009
Merrill Lynch October 2007 - December 2007
Skills
iOS Development, User Interface Design, JavaScript, Illustrator, HTML, CSS
Education
Stanford University 2009 — 2013
Bachelors, Major in STS (Computer Science and Management Science & Engineering) Minor in Symbolic Systems
Fred Bond Fred Bond's Merrill Lynch Experience June 1983 - June 1996
Job Sales Associate at Sotheby's International Realty
Industry Real Estate
Experience
Sotheby's International Realty September 2013 - Present
MainFirst Bank AG June 2011 - June 2013
Commerzbank AG January 2009 - May 2011
Dresdner Kleinwort Securities LLC June 1996 - December 2008
Merrill Lynch June 1983 - June 1996
Skills
Equities, Capital Markets, Financial Markets, Hedge Funds, Investment Banking, Bloomberg, Trading, Investments, Electronic Trading, Trading Systems, Valuation, Equity Research, Alternative Investments, Management
Education
St. Lawrence University 1979 — 1983
Political Science and Government
NYU Stern School of Business
Master of Business Administration (M.B.A.)
Sotheby's International Realty September 2013 - Present
MainFirst Bank AG June 2011 - June 2013
Commerzbank AG January 2009 - May 2011
Dresdner Kleinwort Securities LLC June 1996 - December 2008
Merrill Lynch June 1983 - June 1996
Skills
Equities, Capital Markets, Financial Markets, Hedge Funds, Investment Banking, Bloomberg, Trading, Investments, Electronic Trading, Trading Systems, Valuation, Equity Research, Alternative Investments, Management
Education
St. Lawrence University 1979 — 1983
Political Science and Government
NYU Stern School of Business
Master of Business Administration (M.B.A.)
Christopher Scales Christopher Scales's Merrill Lynch Experience June 2008 - August 2008
Job Senior Associate at Lake Capital
Industry Venture Capital & Private Equity
Experience
Lake Capital July 2012 - Present
Bank of America Merrill Lynch August 2010 - June 2012
Bank of America June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Private Equity, Due Diligence, Financial Analysis, Mergers & Acquisitions, Strategy, Microsoft Excel, Banking, PowerPoint
Education
Stanford University 2006 — 2010
Bachelor of Arts (BA)
Barrington High School 2002 — 2006
High School
Lake Capital July 2012 - Present
Bank of America Merrill Lynch August 2010 - June 2012
Bank of America June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Private Equity, Due Diligence, Financial Analysis, Mergers & Acquisitions, Strategy, Microsoft Excel, Banking, PowerPoint
Education
Stanford University 2006 — 2010
Bachelor of Arts (BA)
Barrington High School 2002 — 2006
High School
Didya Magana Didya Magana's Merrill Lynch Experience December 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
The Art Institute of Houston January 2013 - November 2013
The Art Institute of Houston October 2012 - January 2013
Bank of America Merrill Lynch August 2012 - September 2012
St. Mary's University August 2008 - December 2011
Saks Fifth Avenue March 2007 - May 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Administrative..., Office Administration, Office Management, Adobe Acrobat, Time Management, Sales, Event Planning, Training, Public Speaking, Financial Analysis, Social Media
Education
St. Mary's University 2008 — 2011
Bachelor of Arts, Economics, Philosophy
Merrill Lynch December 2013 - Present
The Art Institute of Houston January 2013 - November 2013
The Art Institute of Houston October 2012 - January 2013
Bank of America Merrill Lynch August 2012 - September 2012
St. Mary's University August 2008 - December 2011
Saks Fifth Avenue March 2007 - May 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Administrative..., Office Administration, Office Management, Adobe Acrobat, Time Management, Sales, Event Planning, Training, Public Speaking, Financial Analysis, Social Media
Education
St. Mary's University 2008 — 2011
Bachelor of Arts, Economics, Philosophy
Benjamin Nantell's Merrill Lynch Experience August 2011 - December 2011
Job Contract Sales at LaForce to bring Life, Safety, and Security to residential and commercial buildings.
Industry Construction
Experience
LaForce, Inc January 2014 - Present
LaForce, Inc June 2013 - Present
LaForce, Inc May 2012 - May 2013
Sports Emporium LLC December 2011 - May 2012
Merrill Lynch August 2011 - December 2011
Skills
Leadership, Time Management, Sales, Project Management, Teamwork, Team Leadership, Microsoft Office, Customer Service, PowerPoint, Fundraising, Analysis, Microsoft Excel, Public Speaking, Project Planning, Microsoft Word, Research, Social Media, Event Planning, Outlook, Social Networking, Volunteering, Motivational Speaking, Photoshop, Facebook, Windows, Marketing, Financial Analysis
Education
St. Norbert College 2008 — 2012
Bachelor of Economics, Business and Economics
SPASH
LaForce, Inc January 2014 - Present
LaForce, Inc June 2013 - Present
LaForce, Inc May 2012 - May 2013
Sports Emporium LLC December 2011 - May 2012
Merrill Lynch August 2011 - December 2011
Skills
Leadership, Time Management, Sales, Project Management, Teamwork, Team Leadership, Microsoft Office, Customer Service, PowerPoint, Fundraising, Analysis, Microsoft Excel, Public Speaking, Project Planning, Microsoft Word, Research, Social Media, Event Planning, Outlook, Social Networking, Volunteering, Motivational Speaking, Photoshop, Facebook, Windows, Marketing, Financial Analysis
Education
St. Norbert College 2008 — 2012
Bachelor of Economics, Business and Economics
SPASH
Curt Biddulph Curt Biddulph's Merrill Lynch Experience 1995 - 2004
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust August 2004 - Present
Merrill Lynch 1995 - 2004
Skills
Credit, Wealth Management, Investments, Finance, Series 7, Small Business, Asset Allocation, High Net Worth..., Management, Mutual Funds
Education
Saint Lawrence University
BA
University of Wisconsin-Madison
Master's degree
US Trust August 2004 - Present
Merrill Lynch 1995 - 2004
Skills
Credit, Wealth Management, Investments, Finance, Series 7, Small Business, Asset Allocation, High Net Worth..., Management, Mutual Funds
Education
Saint Lawrence University
BA
University of Wisconsin-Madison
Master's degree
Edward Fazzah's Merrill Lynch Experience August 1998 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1998 - Present
Citibank FSB, Florida January 1989 - April 1998
Skills
Wealth Management, Retirement Planning, Asset Allocation, Money Management, Portfolio Management, Variable Annuities, Investments, Insurance, Series 7, Series 65, Mortgage Lending, Private Banking, Series 63, Investment Advisory, Mutual Funds, Credit, Investment Strategies, Wealth Management..., Uniform Combined State..., Retirement, Securities, Financial Advisory, High Net Worth..., Alternative Investments, Wealth, Estate Planning, 401k
Education
St. Thomas University 1988 — 1991
Merrill Lynch August 1998 - Present
Citibank FSB, Florida January 1989 - April 1998
Skills
Wealth Management, Retirement Planning, Asset Allocation, Money Management, Portfolio Management, Variable Annuities, Investments, Insurance, Series 7, Series 65, Mortgage Lending, Private Banking, Series 63, Investment Advisory, Mutual Funds, Credit, Investment Strategies, Wealth Management..., Uniform Combined State..., Retirement, Securities, Financial Advisory, High Net Worth..., Alternative Investments, Wealth, Estate Planning, 401k
Education
St. Thomas University 1988 — 1991
Gregory Jahnke Gregory Jahnke's Merrill Lynch Experience June 1984 - February 1991
Job Wealth Advisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial April 1991 - Present
Merrill Lynch June 1984 - February 1991
Merrill Lynch October 1982 - June 1984
Roseville Area High School August 1979 - June 1980
Cook County Unified School District June 1976 - July 1979
Education
St. Olaf College 1972 — 1976
BA, Music Education
Thrivent Financial April 1991 - Present
Merrill Lynch June 1984 - February 1991
Merrill Lynch October 1982 - June 1984
Roseville Area High School August 1979 - June 1980
Cook County Unified School District June 1976 - July 1979
Education
St. Olaf College 1972 — 1976
BA, Music Education
Aaron Ling's Merrill Lynch Experience November 2000 - August 2002
Job
Industry Biotechnology
Experience
La Jolla Institute for Allergy and Immunology January 2012 - Present
Science Applications International Corporation (SAIC) January 2008 - December 2011
Synopsys August 2002 - February 2004
Merrill Lynch November 2000 - August 2002
eLance December 1999 - November 2000
Skills
Financial Modeling, Financial Analysis, Analysis, Hyperion Enterprise, Forecasting, Microsoft Office, SAP, Financial Reporting, Finance, Cognos, Business Objects, Microsoft Excel, Corporate Finance, Management, Process Improvement, Financial Planning, Bloomberg Terminal, Financial Accounting, Strategic Financial..., Nonprofits, Corporate FP&A, Variance Analysis, Leadership, Factset, Defense Contracting, Investment Banking, Private Placements, Real Estate, Real Estate Transactions, Microsoft Word, PowerPoint, Crystal Reports
Education
Stanford University 1996 — 2000
BA
University of San Diego 2005 — 2007
MBA
University of San Diego 2006 — 2007
MSRE
La Jolla Institute for Allergy and Immunology January 2012 - Present
Science Applications International Corporation (SAIC) January 2008 - December 2011
Synopsys August 2002 - February 2004
Merrill Lynch November 2000 - August 2002
eLance December 1999 - November 2000
Skills
Financial Modeling, Financial Analysis, Analysis, Hyperion Enterprise, Forecasting, Microsoft Office, SAP, Financial Reporting, Finance, Cognos, Business Objects, Microsoft Excel, Corporate Finance, Management, Process Improvement, Financial Planning, Bloomberg Terminal, Financial Accounting, Strategic Financial..., Nonprofits, Corporate FP&A, Variance Analysis, Leadership, Factset, Defense Contracting, Investment Banking, Private Placements, Real Estate, Real Estate Transactions, Microsoft Word, PowerPoint, Crystal Reports
Education
Stanford University 1996 — 2000
BA
University of San Diego 2005 — 2007
MBA
University of San Diego 2006 — 2007
MSRE
Philip Harms's Merrill Lynch Experience November 1997 - January 2000
Job Senior Editor at LexisNexis
Industry Legal Services
Experience
LexisNexis June 2011 - Present
LexisNexis July 2010 - June 2011
LexisNexis May 2009 - July 2010
LexisNexis July 2002 - May 2009
LexisNexis January 2000 - July 2002
Merrill Lynch November 1997 - January 2000
Cornell University May 1993 - August 1994
Skills
Editing, Copy Editing, Content Development, Online Publishing, Legal Research, Content Management, Legal Writing, Publishing, Research, Editorial, Lexis, Proofreading, Courts, Social Networking, Writing
Education
University of Iowa College of Law 1994 — 1996
Juris Doctor (J.D.)
University of Denver 1992 — 1992
Publishing Institute
St. Olaf College 1987 — 1991
Bachelor's Degree, English & History
Ames High School, Ames, Iowa 1985 — 1987
High School
LexisNexis June 2011 - Present
LexisNexis July 2010 - June 2011
LexisNexis May 2009 - July 2010
LexisNexis July 2002 - May 2009
LexisNexis January 2000 - July 2002
Merrill Lynch November 1997 - January 2000
Cornell University May 1993 - August 1994
Skills
Editing, Copy Editing, Content Development, Online Publishing, Legal Research, Content Management, Legal Writing, Publishing, Research, Editorial, Lexis, Proofreading, Courts, Social Networking, Writing
Education
University of Iowa College of Law 1994 — 1996
Juris Doctor (J.D.)
University of Denver 1992 — 1992
Publishing Institute
St. Olaf College 1987 — 1991
Bachelor's Degree, English & History
Ames High School, Ames, Iowa 1985 — 1987
High School
Joe Cuff Joe Cuff's Merrill Lynch Experience August 2013 - Present
Job Structured Credit Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Merrill Lynch November 2009 - August 2013
Skills
Series 7, Series 66, Credit Risk, Credit Analysis, Underwriting, Bloomberg, Securities Lending, Loans, Financial Structuring, Private Banking, Investments, Portfolio Management, Sales, Microsoft Office, Financial Reporting, Loan Structuring
Education
University of Missouri-Columbia 2006 — 2009
Bachelor of Science (BS), Finance
St. Louis Community College 2003 — 2006
Associate in Applied Sciences (AAS), Culinary Arts
Merrill Lynch August 2013 - Present
Merrill Lynch November 2009 - August 2013
Skills
Series 7, Series 66, Credit Risk, Credit Analysis, Underwriting, Bloomberg, Securities Lending, Loans, Financial Structuring, Private Banking, Investments, Portfolio Management, Sales, Microsoft Office, Financial Reporting, Loan Structuring
Education
University of Missouri-Columbia 2006 — 2009
Bachelor of Science (BS), Finance
St. Louis Community College 2003 — 2006
Associate in Applied Sciences (AAS), Culinary Arts
Daniel Krane's Merrill Lynch Experience May 2010 - August 2010
Job Financial Professional Associate at The Prudential Insurance Company of America, Newark, NJ
Industry Financial Services
Experience
The Prudential Insurance Company of America, Newark, NJ February 2013 - February 2014
St. Mary's College of Maryland June 2010 - May 2012
Merrill Lynch May 2010 - August 2010
Habitat for Humanity May 2009 - August 2009
Skills
SPSS, Microsoft Excel, Economics, Statistics, PowerPoint, Microsoft Word, Data Analysis, Research, Critical Thinking, Public Speaking, Fundraising, Policy Analysis, Mathematics
Education
St. Mary's College of Maryland 2008 — 2012
Bachelor of Arts, Economics
Westborough High School 2004 — 2008
The Prudential Insurance Company of America, Newark, NJ February 2013 - February 2014
St. Mary's College of Maryland June 2010 - May 2012
Merrill Lynch May 2010 - August 2010
Habitat for Humanity May 2009 - August 2009
Skills
SPSS, Microsoft Excel, Economics, Statistics, PowerPoint, Microsoft Word, Data Analysis, Research, Critical Thinking, Public Speaking, Fundraising, Policy Analysis, Mathematics
Education
St. Mary's College of Maryland 2008 — 2012
Bachelor of Arts, Economics
Westborough High School 2004 — 2008
Moira Bannister's Merrill Lynch Experience October 1991 - Present
Job Fiduciary Tax Officer AVP
Industry Financial Services
Experience
Merrill Lynch October 1991 - Present
Education
St. Lawrence University
Merrill Lynch October 1991 - Present
Education
St. Lawrence University
Anthony Condellire Anthony Condellire's Merrill Lynch Experience August 2011 - December 2011
Job Managed Account Representative at SunGard Financial Systems
Industry Information Technology and Services
Experience
SunGard Financial Systems January 2014 - Present
SunGard July 2012 - Present
St. Norbert Hockey Pro Shop October 2010 - May 2012
Merrill Lynch August 2011 - December 2011
College Pro August 2011 - August 2011
Crest Industries May 2005 - August 2007
Skills
PowerPoint, Excel, Word, Time Management, Microsoft Word, Microsoft Office, Social Media, Teamwork, Outlook, Microsoft Excel, Analysis, Customer Service, Accounting, Access
Education
St. Norbert College 2008 — 2012
Bachelor of Business Administration (B.B.A.), B.S., Finance & Economics
SunGard Financial Systems January 2014 - Present
SunGard July 2012 - Present
St. Norbert Hockey Pro Shop October 2010 - May 2012
Merrill Lynch August 2011 - December 2011
College Pro August 2011 - August 2011
Crest Industries May 2005 - August 2007
Skills
PowerPoint, Excel, Word, Time Management, Microsoft Word, Microsoft Office, Social Media, Teamwork, Outlook, Microsoft Excel, Analysis, Customer Service, Accounting, Access
Education
St. Norbert College 2008 — 2012
Bachelor of Business Administration (B.B.A.), B.S., Finance & Economics
William Cummings William Cummings's Merrill Lynch Experience May 2002 - August 2002
Job Investor Relations at Brevan Howard
Industry Investment Management
Experience
Brevan Howard November 2010 - Present
Almanac Capital Management November 2009 - October 2010
Permal Asset Management Inc. June 2005 - November 2009
Merrill Lynch May 2002 - August 2002
Skills
Hedge Funds, Alternative Investments, Asset Managment, Bloomberg, Fixed Income, Fund Of Funds, Asset Allocation, Investments, Portfolio Management, Investor Relations, Investment Management, Equity Research, Investment Strategies, Emerging Markets, Private Equity
Education
Saint Lawrence University 2001 — 2005
Bachelor of Arts (BA), Economics
Brevan Howard November 2010 - Present
Almanac Capital Management November 2009 - October 2010
Permal Asset Management Inc. June 2005 - November 2009
Merrill Lynch May 2002 - August 2002
Skills
Hedge Funds, Alternative Investments, Asset Managment, Bloomberg, Fixed Income, Fund Of Funds, Asset Allocation, Investments, Portfolio Management, Investor Relations, Investment Management, Equity Research, Investment Strategies, Emerging Markets, Private Equity
Education
Saint Lawrence University 2001 — 2005
Bachelor of Arts (BA), Economics
Raj Kohli Raj Kohli's Merrill Lynch Experience January 1996 - October 2002
Job Realtor at Tierra Antigua Realty
Industry Real Estate
Experience
Tierra Antigua Realty April 2013 - Present
Long Realty March 2010 - Present
Tucson Fountain Plaza Project December 2009 - Present
Realty Executives Southern Arizona August 2007 - March 2010
Prudential Foothills Real Estate December 2002 - August 2007
Merrill Lynch January 1996 - October 2002
Skills
Foreclosures, REO, Sellers, Investors, Listings, Real Estate Transactions
Education
MEERUT UNIVERSITY 1975 — 1978
LLB, BACHELOR OF LAWS - LABOR & INDUSTRIAL LAWS
St. Xavier's College 1971 — 1974
B.S, BOTANY - MAJOR, ZOOLOGY - MINOR
Tierra Antigua Realty April 2013 - Present
Long Realty March 2010 - Present
Tucson Fountain Plaza Project December 2009 - Present
Realty Executives Southern Arizona August 2007 - March 2010
Prudential Foothills Real Estate December 2002 - August 2007
Merrill Lynch January 1996 - October 2002
Skills
Foreclosures, REO, Sellers, Investors, Listings, Real Estate Transactions
Education
MEERUT UNIVERSITY 1975 — 1978
LLB, BACHELOR OF LAWS - LABOR & INDUSTRIAL LAWS
St. Xavier's College 1971 — 1974
B.S, BOTANY - MAJOR, ZOOLOGY - MINOR
Eric Hinderaker Eric Hinderaker's Merrill Lynch Experience May 2008 - August 2008
Job at
Industry Medical Devices
Evan McGuire Evan McGuire's Merrill Lynch Experience January 2009 - May 2009
Job Associate Attorney at Griffith, Jay & Michel, L.P.
Industry Law Practice
Experience
Griffith, Jay & Michel, L.P. November 2013 - Present
Second Court of Appeals May 2011 - August 2011
The Balcom Agency May 2009 - August 2009
Merrill Lynch January 2009 - May 2009
Skills
Westlaw, Financial Analysis, Legal Writing
Education
St. Mary's University 2010 — 2013
J.D., Law
Texas A&M University - Mays Business School 2006 — 2010
BBA, Marketing
Griffith, Jay & Michel, L.P. November 2013 - Present
Second Court of Appeals May 2011 - August 2011
The Balcom Agency May 2009 - August 2009
Merrill Lynch January 2009 - May 2009
Skills
Westlaw, Financial Analysis, Legal Writing
Education
St. Mary's University 2010 — 2013
J.D., Law
Texas A&M University - Mays Business School 2006 — 2010
BBA, Marketing
Ashvin Chhabra Ashvin Chhabra's Merrill Lynch Experience 2001 - 2007
Job President, Euclidean Capital; Author: The Aspirational Investor
Industry Financial Services
Experience
Euclidean Capital September 2015 - Present
Bank of America Merrill Lynch May 2013 - September 2015
Institute for Advanced Study May 2007 - May 2013
Merrill Lynch 2001 - 2007
JP Morgan 1999 - 2001
Skills
Equities, Asset Allocation, Alternative Investments, Investment Management, Hedge Funds, Quantitative Analytics, Fixed Income, Wealth Management, Portfolio Management, Science, Quantitative Finance, Asset Management, Mutual Funds, Derivatives, Investments, Investment Strategies, Physics, Financial Analysis, Theoretical Physics, Strategy, Due Diligence, Financial Engineering, Investment Advisory, Capital Markets
Education
Yale University 1984 — 1989
Ph.D, Applied Physics
The University of Georgia 1982 — 1984
M.S., Physics
St. Stephen's College 1979 — 1982
B.Sc (Hons), Physics
Euclidean Capital September 2015 - Present
Bank of America Merrill Lynch May 2013 - September 2015
Institute for Advanced Study May 2007 - May 2013
Merrill Lynch 2001 - 2007
JP Morgan 1999 - 2001
Skills
Equities, Asset Allocation, Alternative Investments, Investment Management, Hedge Funds, Quantitative Analytics, Fixed Income, Wealth Management, Portfolio Management, Science, Quantitative Finance, Asset Management, Mutual Funds, Derivatives, Investments, Investment Strategies, Physics, Financial Analysis, Theoretical Physics, Strategy, Due Diligence, Financial Engineering, Investment Advisory, Capital Markets
Education
Yale University 1984 — 1989
Ph.D, Applied Physics
The University of Georgia 1982 — 1984
M.S., Physics
St. Stephen's College 1979 — 1982
B.Sc (Hons), Physics
Jock Danforth Jock Danforth's Merrill Lynch Experience May 1986 - September 2000
Job Vice President Investments, Wealth Advisor, UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services September 2000 - Present
Merrill Lynch May 1986 - September 2000
Amber Resources September 1982 - March 1986
Education
Saint Lawrence University 1978 — 1982
BS, Geology
Westminster School
UBS Financial Services September 2000 - Present
Merrill Lynch May 1986 - September 2000
Amber Resources September 1982 - March 1986
Education
Saint Lawrence University 1978 — 1982
BS, Geology
Westminster School
David Halstead David Halstead's Merrill Lynch Experience 1991 - 2000
Job Vice President
Industry Financial Services
Experience
AXA Advisors 2015 - Present
Wells Fargo Advisors 2011 - 2015
AXA Equitable 2000 - 2011
Merrill Lynch 1991 - 2000
Education
Saint Lawrence University 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Princeton High 1984 — 1987
AXA Advisors 2015 - Present
Wells Fargo Advisors 2011 - 2015
AXA Equitable 2000 - 2011
Merrill Lynch 1991 - 2000
Education
Saint Lawrence University 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Princeton High 1984 — 1987
Peter Kocmond Peter Kocmond's Merrill Lynch Experience March 2002 - July 2007
Job Director, Retirement Product Management at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors January 2014 - Present
MFR Software, LLC / iplan March 2009 - December 2013
Kocmond Consulting January 2009 - December 2013
Xinnovation July 2007 - July 2008
Merrill Lynch March 2002 - July 2007
DLJdirect / CSFBdirect May 2000 - March 2002
Prudential April 1997 - April 2000
Skills
Product Management, Business Strategy, Product Development, Entrepreneurship, Start-ups, Financial Services, Strategic Planning, Strategic Partnerships, Strategy, Marketing, Investments, Strategic Financial..., Retirement, Financial Advisory, Mergers & Acquisitions, Business Planning, Private Equity, Relationship Management, Executive Management, Business Development, Asset Management, Competitive Analysis, Portfolio Management, Business Analysis, Financial Modeling, Management Consulting, Finance, Analytics, Small Business, Corporate Finance, Due Diligence, Consulting, Mutual Funds, Financial Planning
Education
Saint Lawrence University 1989 — 1993
BS
Allianz Global Investors January 2014 - Present
MFR Software, LLC / iplan March 2009 - December 2013
Kocmond Consulting January 2009 - December 2013
Xinnovation July 2007 - July 2008
Merrill Lynch March 2002 - July 2007
DLJdirect / CSFBdirect May 2000 - March 2002
Prudential April 1997 - April 2000
Skills
Product Management, Business Strategy, Product Development, Entrepreneurship, Start-ups, Financial Services, Strategic Planning, Strategic Partnerships, Strategy, Marketing, Investments, Strategic Financial..., Retirement, Financial Advisory, Mergers & Acquisitions, Business Planning, Private Equity, Relationship Management, Executive Management, Business Development, Asset Management, Competitive Analysis, Portfolio Management, Business Analysis, Financial Modeling, Management Consulting, Finance, Analytics, Small Business, Corporate Finance, Due Diligence, Consulting, Mutual Funds, Financial Planning
Education
Saint Lawrence University 1989 — 1993
BS
Brennan Warble Brennan Warble's Merrill Lynch Experience June 1990 - March 2009
Job Head of US Sales at Liquidnet
Industry Investment Banking
Experience
Liquidnet August 2013 - Present
Citi March 2011 - March 2013
Citadel LLC June 2009 - March 2011
Merrill Lynch June 1990 - March 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Microsoft Office, Sales, Securities, Management
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
Business Administration and Management, General
St. Lawrence University 1986 — 1990
Bachelor of Arts (BA), History
Liquidnet August 2013 - Present
Citi March 2011 - March 2013
Citadel LLC June 2009 - March 2011
Merrill Lynch June 1990 - March 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Microsoft Office, Sales, Securities, Management
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
Business Administration and Management, General
St. Lawrence University 1986 — 1990
Bachelor of Arts (BA), History
Sue Wyckoff Sue Wyckoff's Merrill Lynch Experience 1984 - 1987
Job Managing Director Institutional Sales at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. October 2011 - Present
Stone & Youngberg January 1987 - October 2011
Merrill Lynch 1984 - 1987
The Walt Disney Company 1980 - 1982
Skills
Institutional Sales, Asset Allocation, Investment Strategies, Investment Advisory
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance, General
St. Olaf College
Bachelor of Arts (BA), Economics
Stifel Financial Corp. October 2011 - Present
Stone & Youngberg January 1987 - October 2011
Merrill Lynch 1984 - 1987
The Walt Disney Company 1980 - 1982
Skills
Institutional Sales, Asset Allocation, Investment Strategies, Investment Advisory
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance, General
St. Olaf College
Bachelor of Arts (BA), Economics
Christian Jarrett Christian Jarrett's Merrill Lynch Experience February 1987 - October 2002
Job REAL ESTATE ANALYST at Cushman & Wakefield Merrill Lynch LASHA PREMIUM PROPERTIES WESTFIELD
Industry Computer Networking
Experience
Looking for Work December 2013 - Present
Artist and Pilot October 2008 - Present
Cushman & Wakefield Merrill Lynch LASHA PREMIUM PROPERTIES WESTFIELD January 1992 - Present
Merrill Corporation Rea lEstate and Others 1980 - 2013
Merrill Lynch February 1987 - October 2002
Skills
Outlook, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Lotus Notes, Office Management, System Administration, Calendaring, Access, Data Entry, Visio, Calendars, Yardi, Yardi Voyager, Oracle, QuickBooks, Quicken, ArcGIS, Executive Management, Paychex, MRI Software, Maxwell Render, Peachtree, Risk Assessment, Business Analysis, Financial Analysis, Legal Compliance, Property Management, Property Management..., Yardi Property...
Education
Jones International University 2014 — 2017
International Project Management
Argosy University Sarasota 2011 — 2014
Master of Business Administration (MBA), International Business/Trade/Commerce
Stanford University
Doctor of Education (Ed.D.), Theology/Theological Studies
Looking for Work December 2013 - Present
Artist and Pilot October 2008 - Present
Cushman & Wakefield Merrill Lynch LASHA PREMIUM PROPERTIES WESTFIELD January 1992 - Present
Merrill Corporation Rea lEstate and Others 1980 - 2013
Merrill Lynch February 1987 - October 2002
Skills
Outlook, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Lotus Notes, Office Management, System Administration, Calendaring, Access, Data Entry, Visio, Calendars, Yardi, Yardi Voyager, Oracle, QuickBooks, Quicken, ArcGIS, Executive Management, Paychex, MRI Software, Maxwell Render, Peachtree, Risk Assessment, Business Analysis, Financial Analysis, Legal Compliance, Property Management, Property Management..., Yardi Property...
Education
Jones International University 2014 — 2017
International Project Management
Argosy University Sarasota 2011 — 2014
Master of Business Administration (MBA), International Business/Trade/Commerce
Stanford University
Doctor of Education (Ed.D.), Theology/Theological Studies
Michael A. Maciel Michael A. Maciel's Merrill Lynch Experience June 2015 - Present
Job Greehey Scholar at St. Mary's University
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
St. Mary's University August 2013 - Present
St. Mary's University August 2013 - Present
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Tennis Coaching
Education
St. Mary's University 2013 — 2017
Bachelor of Business Administration (BBA), Corporate Financial Management & Risk Management
St. Mary's University 2013 — 2017
Bachelor's Degree, Finance and Risk Management, 4.0
Merrill Lynch June 2015 - Present
St. Mary's University August 2013 - Present
St. Mary's University August 2013 - Present
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Tennis Coaching
Education
St. Mary's University 2013 — 2017
Bachelor of Business Administration (BBA), Corporate Financial Management & Risk Management
St. Mary's University 2013 — 2017
Bachelor's Degree, Finance and Risk Management, 4.0
Erik Norrgard Erik Norrgard's Merrill Lynch Experience 1981 - 1983
Job Alternative Investment, Portfolio Management, Business Development, CFA
Industry Financial Services
Experience
NorthHouse Advisors, LLC January 2003 - Present
Iron Peak Capital Management, LLC June 2006 - December 2011
HVB Americas, Inc 2001 - 2004
CAL FP 2000 - 2001
Daiwa Securities 1997 - 1999
Bear Stearns 1994 - 1997
Lehman Brothers 1991 - 1994
Baring Securities 1989 - 1991
Salomon Brothers 1983 - 1989
Merrill Lynch 1981 - 1983
Skills
Trading, Deal Structuring, Multi-Strategy..., Mortgage Backed Debt..., Emerging Market..., Trading Desk..., Capital & Fund Raising, Hedge Fund Due Diligence, P&L/Budget Management, Structured Product..., Quantitative Research &..., Risk Management &..., Staff Management &..., Hedge Fund of Funds, Product Development, Investments, Due Diligence, Hedge Funds, Asset Managment, Fixed Income, Emerging Markets, Business Development, Structured Products, Mutual Funds, Private Equity, Bonds, Negotiation, Fund Of Funds, Hedging, Alternative Investments, Financial Markets, Financial Services, Risk Management, Valuation, Portfolio Management, Securities, Asset Management, Derivatives, Investment Advisory, Joint Ventures, Financial Modeling, Investment Banking, Finance, Strategy, Equities, Capital Markets, Bloomberg, Financial Structuring, Start-ups, Equity Research
Education
Saint Lawrence University 1977 — 1981
BS, Psychology/ Economics
greenwich high school
NorthHouse Advisors, LLC January 2003 - Present
Iron Peak Capital Management, LLC June 2006 - December 2011
HVB Americas, Inc 2001 - 2004
CAL FP 2000 - 2001
Daiwa Securities 1997 - 1999
Bear Stearns 1994 - 1997
Lehman Brothers 1991 - 1994
Baring Securities 1989 - 1991
Salomon Brothers 1983 - 1989
Merrill Lynch 1981 - 1983
Skills
Trading, Deal Structuring, Multi-Strategy..., Mortgage Backed Debt..., Emerging Market..., Trading Desk..., Capital & Fund Raising, Hedge Fund Due Diligence, P&L/Budget Management, Structured Product..., Quantitative Research &..., Risk Management &..., Staff Management &..., Hedge Fund of Funds, Product Development, Investments, Due Diligence, Hedge Funds, Asset Managment, Fixed Income, Emerging Markets, Business Development, Structured Products, Mutual Funds, Private Equity, Bonds, Negotiation, Fund Of Funds, Hedging, Alternative Investments, Financial Markets, Financial Services, Risk Management, Valuation, Portfolio Management, Securities, Asset Management, Derivatives, Investment Advisory, Joint Ventures, Financial Modeling, Investment Banking, Finance, Strategy, Equities, Capital Markets, Bloomberg, Financial Structuring, Start-ups, Equity Research
Education
Saint Lawrence University 1977 — 1981
BS, Psychology/ Economics
greenwich high school
Adrian Forns's Merrill Lynch Experience July 2011 - August 2011
Job Attended St. Thomas University
Industry
Experience
Comercial Andina January 2013 - April 2013
Merrill Lynch July 2011 - August 2011
J. Santos Auto Repair October 2009 - June 2011
A.A. Uniform June 2008 - September 2008
Education
St. Thomas University 2009 — 2012
Christopher Columbus High School
Business Administration
Comercial Andina January 2013 - April 2013
Merrill Lynch July 2011 - August 2011
J. Santos Auto Repair October 2009 - June 2011
A.A. Uniform June 2008 - September 2008
Education
St. Thomas University 2009 — 2012
Christopher Columbus High School
Business Administration
Zachary Orsburn's Merrill Lynch Experience August 2010 - February 2011
Job Principal at RRRCCS
Industry Financial Services
Experience
RRRCCS January 2013 - Present
Postlethwaite & Netterville May 2012 - December 2012
Cowheard Singer and Associates October 2011 - June 2012
Tulane University - Freeman School of Business July 2009 - May 2011
Merrill Lynch August 2010 - February 2011
City of Houston December 2007 - June 2009
Skills
Excel, Financial Modeling, Investments, Derivatives, Equities, Portfolio Management, Fixed Income, Bloomberg, Financial Analysis, Valuation, Corporate Finance, Data Analysis, SPSS, Due Diligence, Research, Strategic Financial..., PowerPoint
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance, International Business
St. Mary's University 2005 — 2007
MA, Political Science
St. Mary's University 2005 — 2007
MA, International Relations
Trinity University 2001 — 2005
BA, Political Science, History
RRRCCS January 2013 - Present
Postlethwaite & Netterville May 2012 - December 2012
Cowheard Singer and Associates October 2011 - June 2012
Tulane University - Freeman School of Business July 2009 - May 2011
Merrill Lynch August 2010 - February 2011
City of Houston December 2007 - June 2009
Skills
Excel, Financial Modeling, Investments, Derivatives, Equities, Portfolio Management, Fixed Income, Bloomberg, Financial Analysis, Valuation, Corporate Finance, Data Analysis, SPSS, Due Diligence, Research, Strategic Financial..., PowerPoint
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance, International Business
St. Mary's University 2005 — 2007
MA, Political Science
St. Mary's University 2005 — 2007
MA, International Relations
Trinity University 2001 — 2005
BA, Political Science, History
Peter Lappin Peter Lappin's Merrill Lynch Experience July 1995 - November 1999
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2009 - Present
Morgan Stanley November 1999 - May 2009
Merrill Lynch July 1995 - November 1999
Education
St. Lawrence University 1984 — 1988
B.S. Economics
Canterbury
Canterbury
Canterbury
UBS Financial Services, Inc. May 2009 - Present
Morgan Stanley November 1999 - May 2009
Merrill Lynch July 1995 - November 1999
Education
St. Lawrence University 1984 — 1988
B.S. Economics
Canterbury
Canterbury
Canterbury
Howard D'Souza Howard D'Souza's Merrill Lynch Experience June 1998 - November 1999
Job Lead Architect at Nuance Communications
Industry Computer Software
Experience
Nuance Communications October 2010 - Present
QuadraMed October 2010 - September 2012
Lika Technology Solutions 2006 - 2011
Fannie Mae January 2006 - November 2010
Quadramed November 2003 - January 2006
Cysive November 1999 - November 2003
Merrill Lynch June 1998 - November 1999
GPU Energy February 1996 - June 1998
Tata Consultancy Services (Formerly Tata Unisys Ltd) August 1993 - February 1996
C-DAC (formerly NCST) August 1991 - August 1993
Skills
Agile Methodologies, SOA, SDLC, Software Development, PMP, Java, Web Services, Databases, Enterprise Architecture, Software Engineering, J2EE Application..., IT Strategy, UML, Project Management, Team Leadership, Scrum, Java Enterprise Edition, Software Design, Agile Project Management, Cloud Computing, Oracle, Integration, Web Applications, Requirements Gathering, REST, Software Project..., Strategy, Finance, SOAP, C++, Requirements Analysis, Security, Solution Architecture, JavaScript, SQL, System Architecture, Sun Certified..., Sun Certified Java..., Messaging, Mortgage Based..., Workflow, Healthcare Information..., HL7, Microsoft Technologies, Natural Language..., Capital Markets, Web Development, Lean Software..., TQM, C#
Education
Federal CIO University 2009 — 2010
CIO Certificate in Federal Executive Competencies
George Mason University - School of Management 2009 — 2010
MSTM
Centre for Development of Advanced Computing 1991 — 1992
PGDST
University of Pune 1985 — 1989
Bachelor of Engineering
St. Xavier's College 1983 — 1985
St Andrews High School
Nuance Communications October 2010 - Present
QuadraMed October 2010 - September 2012
Lika Technology Solutions 2006 - 2011
Fannie Mae January 2006 - November 2010
Quadramed November 2003 - January 2006
Cysive November 1999 - November 2003
Merrill Lynch June 1998 - November 1999
GPU Energy February 1996 - June 1998
Tata Consultancy Services (Formerly Tata Unisys Ltd) August 1993 - February 1996
C-DAC (formerly NCST) August 1991 - August 1993
Skills
Agile Methodologies, SOA, SDLC, Software Development, PMP, Java, Web Services, Databases, Enterprise Architecture, Software Engineering, J2EE Application..., IT Strategy, UML, Project Management, Team Leadership, Scrum, Java Enterprise Edition, Software Design, Agile Project Management, Cloud Computing, Oracle, Integration, Web Applications, Requirements Gathering, REST, Software Project..., Strategy, Finance, SOAP, C++, Requirements Analysis, Security, Solution Architecture, JavaScript, SQL, System Architecture, Sun Certified..., Sun Certified Java..., Messaging, Mortgage Based..., Workflow, Healthcare Information..., HL7, Microsoft Technologies, Natural Language..., Capital Markets, Web Development, Lean Software..., TQM, C#
Education
Federal CIO University 2009 — 2010
CIO Certificate in Federal Executive Competencies
George Mason University - School of Management 2009 — 2010
MSTM
Centre for Development of Advanced Computing 1991 — 1992
PGDST
University of Pune 1985 — 1989
Bachelor of Engineering
St. Xavier's College 1983 — 1985
St Andrews High School
Lantz Cox, PMP Lantz Cox, PMP's Merrill Lynch Experience April 2006 - September 2006
Job Project Manager at Bristol Myers Squibb
Industry Information Technology and Services
Experience
Bristol Myers Squibb June 2010 - Present
Johnson & Johnson October 2009 - June 2010
Bristol-Myers Squibb July 2007 - October 2009
EMC 2006 - 2007
Montpelier Technical Resources 2006 - 2007
Merrill Lynch April 2006 - September 2006
Architect of the Capitol 2003 - 2006
Daou Systems, Inc. 1997 - 2003
Daou 1997 - 2003
Sentient Systems 1996 - 1997
Skills
CNE, MSCP, CCNA, PMP, MS Project, Project Planning, Cross-functional Team..., Integration, SDLC, Management, Data Center, IT Operations, PMO, Program Management, Project Portfolio..., Enterprise Software, Leadership, Project Management, Servers, Security, SharePoint, Networking, Disaster Recovery, Business Process..., Testing, PMP, Citrix, Team Leadership, Infrastructure, IT Strategy, Vendor Management, Software Documentation, ITIL, Business Process, Requirements Analysis, Software Project..., Visio, IT Management, Business Analysis, IT Service Management, VMware, Consulting, Enterprise Architecture, Resource Management, System Migration, Information Technology, Process Improvement
Education
St. Mary's College of Maryland 1976 — 1977
Non-Degree Study, Music
Bristol Myers Squibb June 2010 - Present
Johnson & Johnson October 2009 - June 2010
Bristol-Myers Squibb July 2007 - October 2009
EMC 2006 - 2007
Montpelier Technical Resources 2006 - 2007
Merrill Lynch April 2006 - September 2006
Architect of the Capitol 2003 - 2006
Daou Systems, Inc. 1997 - 2003
Daou 1997 - 2003
Sentient Systems 1996 - 1997
Skills
CNE, MSCP, CCNA, PMP, MS Project, Project Planning, Cross-functional Team..., Integration, SDLC, Management, Data Center, IT Operations, PMO, Program Management, Project Portfolio..., Enterprise Software, Leadership, Project Management, Servers, Security, SharePoint, Networking, Disaster Recovery, Business Process..., Testing, PMP, Citrix, Team Leadership, Infrastructure, IT Strategy, Vendor Management, Software Documentation, ITIL, Business Process, Requirements Analysis, Software Project..., Visio, IT Management, Business Analysis, IT Service Management, VMware, Consulting, Enterprise Architecture, Resource Management, System Migration, Information Technology, Process Improvement
Education
St. Mary's College of Maryland 1976 — 1977
Non-Degree Study, Music
Ryan Gandurski's Merrill Lynch Experience October 2005 - December 2006
Job Financial Advisor at McCabe & Associates, Inc.
Industry Financial Services
Experience
McCabe & Associates, Inc. May 2011 - Present
Cetera Advisor Networks LLC May 2011 - Present
Standard Bank and Trust - Infinex Investments, Inc July 2009 - April 2011
Founders Bank - Raymond James Financial Services January 2007 - July 2009
Merrill Lynch October 2005 - December 2006
Laurel BMW of Westmont January 2002 - October 2005
Community Counselling Service May 2001 - January 2002
Webley Systems October 1999 - April 2001
Skills
Portfolio Management, Strategic Planning, Financial Analysis, Investments, Finance, Management, Securities, Retirement Planning, Wealth Management..., Financial Planning, Investment Management, Insurance Planning, Estate Planning, Investment Advisory..., Qualified Retirement..., Business Planning, Long-term Care, Series 7, Series 24
Education
St. Joseph's College (IN) 1995 — 1999
BS, Business Management and Marketing
St. Rita High School 1991 — 1995
Diploma, Liberal - College Prep
McCabe & Associates, Inc. May 2011 - Present
Cetera Advisor Networks LLC May 2011 - Present
Standard Bank and Trust - Infinex Investments, Inc July 2009 - April 2011
Founders Bank - Raymond James Financial Services January 2007 - July 2009
Merrill Lynch October 2005 - December 2006
Laurel BMW of Westmont January 2002 - October 2005
Community Counselling Service May 2001 - January 2002
Webley Systems October 1999 - April 2001
Skills
Portfolio Management, Strategic Planning, Financial Analysis, Investments, Finance, Management, Securities, Retirement Planning, Wealth Management..., Financial Planning, Investment Management, Insurance Planning, Estate Planning, Investment Advisory..., Qualified Retirement..., Business Planning, Long-term Care, Series 7, Series 24
Education
St. Joseph's College (IN) 1995 — 1999
BS, Business Management and Marketing
St. Rita High School 1991 — 1995
Diploma, Liberal - College Prep
Jordan Gottlieb Jordan Gottlieb's Merrill Lynch Experience June 2010 - July 2013
Job Financial Advisor at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan July 2013 - Present
Merrill Lynch June 2010 - July 2013
Skyline Developers June 2007 - February 2010
Skills
Asset Allocation, Finance, Investments, Private Equity, Securities, Investment Management, Wealth Management, Equities, Portfolio Management, Valuation
Education
St. Lawrence University 2003 — 2007
BA, Government
The Hun School of Princeton
J.P. Morgan July 2013 - Present
Merrill Lynch June 2010 - July 2013
Skyline Developers June 2007 - February 2010
Skills
Asset Allocation, Finance, Investments, Private Equity, Securities, Investment Management, Wealth Management, Equities, Portfolio Management, Valuation
Education
St. Lawrence University 2003 — 2007
BA, Government
The Hun School of Princeton
Alberto Carreno Alberto Carreno's Merrill Lynch Experience 2007 - 2010
Job Director Latin America Corporate and Investment Banking at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ July 2014 - Present
BBVA August 2010 - June 2014
Merrill Lynch 2007 - 2010
Credit Suisse 2006 - 2007
J.P. Morgan 2004 - 2006
Skills
Investment Banking, Corporate Finance, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Derivatives, Mergers, Portfolio Management, Investments, Fixed Income, Risk Management, Due Diligence, Structured Finance, Bloomberg, Asset Managment, Private Equity, Banking, Project Finance, Mergers
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2004
MS, Finance
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA, Business Administration
Stanford University 1995 — 1996
MS, Engineering-Economic Systems
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1991 — 1995
BS, Mechanical-Electrical Engineering
Bank of Tokyo-Mitsubishi UFJ July 2014 - Present
BBVA August 2010 - June 2014
Merrill Lynch 2007 - 2010
Credit Suisse 2006 - 2007
J.P. Morgan 2004 - 2006
Skills
Investment Banking, Corporate Finance, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Derivatives, Mergers, Portfolio Management, Investments, Fixed Income, Risk Management, Due Diligence, Structured Finance, Bloomberg, Asset Managment, Private Equity, Banking, Project Finance, Mergers
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2004
MS, Finance
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA, Business Administration
Stanford University 1995 — 1996
MS, Engineering-Economic Systems
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1991 — 1995
BS, Mechanical-Electrical Engineering
James Lowry James Lowry's Merrill Lynch Experience March 2001 - June 2005
Job Managing PartnerCapital Plan Advisors
Industry Financial Services
Experience
Capital Plan Advisors July 2005 - Present
Merrill Lynch March 2001 - June 2005
JPMorgan Chase February 1999 - February 2001
Skills
401k, Financial Advisory, Retirement, Retirement Planning, Investments, Pensions, Wealth Management, Mutual Funds, Investment Advisory, Asset Management, Series 7, Employee Benefits, Series 63, Small Business, Entrepreneurship, Defined Benefit
Education
St. Thomas Aquinas College
Marketing
St. Thomas Aquinas College
Master of Business Administration (MBA), Finance and Financial Management Services
Capital Plan Advisors July 2005 - Present
Merrill Lynch March 2001 - June 2005
JPMorgan Chase February 1999 - February 2001
Skills
401k, Financial Advisory, Retirement, Retirement Planning, Investments, Pensions, Wealth Management, Mutual Funds, Investment Advisory, Asset Management, Series 7, Employee Benefits, Series 63, Small Business, Entrepreneurship, Defined Benefit
Education
St. Thomas Aquinas College
Marketing
St. Thomas Aquinas College
Master of Business Administration (MBA), Finance and Financial Management Services
DAYTON HAIGNEY DAYTON HAIGNEY's Merrill Lynch Experience 1985 - 1985
Job Mediation Professional | New York City & Los Angeles
Industry Alternative Dispute Resolution
Experience
Pacific Atlantic Mediation 2010 - Present
NYLOCALCOUNSEL.COM January 1997 - 2011
Dayton P. Haigney, Esq. 1997 - 2011
Liberty Mutual Insurance 1988 - 1997
Merrill Lynch 1985 - 1985
Skills
Mediation, Arbitration, FINRA Mediation, Investment Law, Investor Disputes, Securities Mediation, FINRA Arbitration, Broker-Dealer Disputes, Divorce Mediation, Commercial Litigation, Alternative Dispute..., Collaborative Divorce, Securities Litigation, Civil Litigation, Litigation, Collaborative Law, Dispute Resolution, Alternative Investments, Financial Instruments, TIC Investments, Collateralized Debt..., Financial Institutions, Dispute, Bankruptcy Workouts, Employment Law, Intellectual Property, Jury Trials, ERISA, Parenting Plans, Subrogation, Regulation D, Personal Injury, Real Estate Investment..., Broker-Dealer..., Suitability Claims, Divorce, Separation Agreements, Child Custody, Divorce Resolution, Divorce Finances, Uncontested Divorce, Insurance Coverage, Property Damage, Third Party Claims, Broker-Dealer Compliance, Creditor Rights, Collaborative Problem..., Legal Research, Partnership Dissolution..., Product Liability
Education
Washington and Lee University School of Law 1984 — 1987
JD
St. Lawrence University 1980 — 1984
BA Cum Laude, Government & Economics
Wayland High School 1976 — 1980
Pacific Atlantic Mediation 2010 - Present
NYLOCALCOUNSEL.COM January 1997 - 2011
Dayton P. Haigney, Esq. 1997 - 2011
Liberty Mutual Insurance 1988 - 1997
Merrill Lynch 1985 - 1985
Skills
Mediation, Arbitration, FINRA Mediation, Investment Law, Investor Disputes, Securities Mediation, FINRA Arbitration, Broker-Dealer Disputes, Divorce Mediation, Commercial Litigation, Alternative Dispute..., Collaborative Divorce, Securities Litigation, Civil Litigation, Litigation, Collaborative Law, Dispute Resolution, Alternative Investments, Financial Instruments, TIC Investments, Collateralized Debt..., Financial Institutions, Dispute, Bankruptcy Workouts, Employment Law, Intellectual Property, Jury Trials, ERISA, Parenting Plans, Subrogation, Regulation D, Personal Injury, Real Estate Investment..., Broker-Dealer..., Suitability Claims, Divorce, Separation Agreements, Child Custody, Divorce Resolution, Divorce Finances, Uncontested Divorce, Insurance Coverage, Property Damage, Third Party Claims, Broker-Dealer Compliance, Creditor Rights, Collaborative Problem..., Legal Research, Partnership Dissolution..., Product Liability
Education
Washington and Lee University School of Law 1984 — 1987
JD
St. Lawrence University 1980 — 1984
BA Cum Laude, Government & Economics
Wayland High School 1976 — 1980
Erin Mulleady's Merrill Lynch Experience May 2012 - September 2012
Job Production/Scheduling Coordinator at Green Bay Packaging
Industry Insurance
Experience
Green Bay Packaging July 2014 - Present
Northwestern Mutual May 2013 - June 2014
Merrill Lynch May 2012 - September 2012
Eagle River Golf Course April 2010 - August 2012
Rod and Gun Club May 2009 - August 2009
Coldwell Banker Mulleady Realtors February 2007 - August 2008
Skills
Marketing Strategy, Marketing Communications, Market Analysis, Event Planning, Spanish, Marketing Research, PowerPoint, Customer Driven, Interpersonal..., Team-oriented, Multi-tasked, Time Management, Leadership, Customer Service, Life Insurance, Disability Insurance, Long Term Care Insurance, Multi Tasking
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business
Universidad San Francisco de Quito
Spanish
Green Bay Packaging July 2014 - Present
Northwestern Mutual May 2013 - June 2014
Merrill Lynch May 2012 - September 2012
Eagle River Golf Course April 2010 - August 2012
Rod and Gun Club May 2009 - August 2009
Coldwell Banker Mulleady Realtors February 2007 - August 2008
Skills
Marketing Strategy, Marketing Communications, Market Analysis, Event Planning, Spanish, Marketing Research, PowerPoint, Customer Driven, Interpersonal..., Team-oriented, Multi-tasked, Time Management, Leadership, Customer Service, Life Insurance, Disability Insurance, Long Term Care Insurance, Multi Tasking
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business
Universidad San Francisco de Quito
Spanish
Katherine Garlock Katherine Garlock's Merrill Lynch Experience May 2007 - August 2007
Job Client Service Manager at Prostatis Financial Advisors LLC.
Industry Financial Services
Experience
Prostatis Financial Advisors LLC. February 2012 - Present
New York Life June 2010 - Present
Financial Solutions Group, LLC April 2009 - June 2010
The Brown Spiker Group January 2008 - March 2009
Merrill Lynch May 2007 - August 2007
Skills
Series 7, Series 6, Life & Health Insurance..., Paraplanning, Problem Solving, Customer Service, Microsoft Office, E-money, Morningstar, Long Term Care Insurance
Education
St. Mary's College of Maryland 2004 — 2008
Bachelor's Degree, Economics/Math
Prostatis Financial Advisors LLC. February 2012 - Present
New York Life June 2010 - Present
Financial Solutions Group, LLC April 2009 - June 2010
The Brown Spiker Group January 2008 - March 2009
Merrill Lynch May 2007 - August 2007
Skills
Series 7, Series 6, Life & Health Insurance..., Paraplanning, Problem Solving, Customer Service, Microsoft Office, E-money, Morningstar, Long Term Care Insurance
Education
St. Mary's College of Maryland 2004 — 2008
Bachelor's Degree, Economics/Math
Samuel Webster Samuel Webster's Merrill Lynch Experience August 2008 - December 2010
Job Account Manager at Kloeckner Metals Corporation
Industry Mining & Metals
Experience
Kloeckner Metals CorporationSal May 2015 - Present
Bright Asset Management February 2011 - March 2013
Merrill Lynch August 2008 - December 2010
Merrill Lynch February 2007 - August 2008
Simplicity Digital Media Group June 2006 - November 2006
Skills
Wealth Management, Investments, Mutual Funds, ETFs, Asset Allocation, Strategic Financial..., Risk Management, Retirement Planning, Investment Strategies, Asset Management, Due Diligence, Portfolio Management, Business Development, Finance, Start-ups, Alternative Investments, Financial Advisory, Series 7, Financial Services, Securities, Hedge Funds, Uniform Combined State..., Series 63, Financial Planning
Education
St. Lawrence University 1997 — 2001
Bachelor of Arts, Government
The Kent School 1994 — 1997
High School
The Williams School 1992 — 1994
Kloeckner Metals CorporationSal May 2015 - Present
Bright Asset Management February 2011 - March 2013
Merrill Lynch August 2008 - December 2010
Merrill Lynch February 2007 - August 2008
Simplicity Digital Media Group June 2006 - November 2006
Skills
Wealth Management, Investments, Mutual Funds, ETFs, Asset Allocation, Strategic Financial..., Risk Management, Retirement Planning, Investment Strategies, Asset Management, Due Diligence, Portfolio Management, Business Development, Finance, Start-ups, Alternative Investments, Financial Advisory, Series 7, Financial Services, Securities, Hedge Funds, Uniform Combined State..., Series 63, Financial Planning
Education
St. Lawrence University 1997 — 2001
Bachelor of Arts, Government
The Kent School 1994 — 1997
High School
The Williams School 1992 — 1994
Thomas Rozman, MBA, CFA Thomas Rozman, MBA, CFA's Merrill Lynch Experience June 1987 - April 2001
Job Vice President at DST Brokerage Solutions
Industry Financial Services
Experience
DST Brokerage Solutions February 2012 - Present
ActiFi, Inc. July 2009 - February 2012
Investigo Corporation April 2001 - July 2009
Merrill Lynch June 1987 - April 2001
Skills
Strategy, Portfolio Management, Mergers, Strategic Partnerships, Wealth Management, Product Management, Equities, Business Planning, Financial Services, New Business Development, Fixed Income, Program Management, Mergers & Acquisitions, Business Development, Finance, Executive Management, Mutual Funds, CRM, Enterprise Software, Financial Advisory, Capital Markets, Financial Risk, Product Innovation, Investments, Banking, Insurance, Venture Capital
Education
The University of Chicago - Booth School of Business 1990 — 1993
MBA with Honors, Finance, Marketing, Competitive Strategy
St. Olaf College 1980 — 1984
BA Cum Laude, Economics
DST Brokerage Solutions February 2012 - Present
ActiFi, Inc. July 2009 - February 2012
Investigo Corporation April 2001 - July 2009
Merrill Lynch June 1987 - April 2001
Skills
Strategy, Portfolio Management, Mergers, Strategic Partnerships, Wealth Management, Product Management, Equities, Business Planning, Financial Services, New Business Development, Fixed Income, Program Management, Mergers & Acquisitions, Business Development, Finance, Executive Management, Mutual Funds, CRM, Enterprise Software, Financial Advisory, Capital Markets, Financial Risk, Product Innovation, Investments, Banking, Insurance, Venture Capital
Education
The University of Chicago - Booth School of Business 1990 — 1993
MBA with Honors, Finance, Marketing, Competitive Strategy
St. Olaf College 1980 — 1984
BA Cum Laude, Economics
Paul Tranby Paul Tranby's Merrill Lynch Experience 2010 - 2010
Job Futures & Options and OTC Clearing Sales and Marketing Associate Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch 2011 - 2011
Merrill Lynch 2010 - 2010
Skills
Bloomberg, Customer Service, Equities, Fixed Income, Options, Series 7, Hedge Funds, Capital Markets, Series 63, Electronic Trading, Securities, FINRA, Derivatives, Financial Markets, Alternative Investments, Bloomberg Terminal, Credit Derivatives
Education
Saint Lawrence University 2007 — 2011
BS, Economics and Government
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch 2011 - 2011
Merrill Lynch 2010 - 2010
Skills
Bloomberg, Customer Service, Equities, Fixed Income, Options, Series 7, Hedge Funds, Capital Markets, Series 63, Electronic Trading, Securities, FINRA, Derivatives, Financial Markets, Alternative Investments, Bloomberg Terminal, Credit Derivatives
Education
Saint Lawrence University 2007 — 2011
BS, Economics and Government
Rick Knapp Rick Knapp's Merrill Lynch Experience September 1999 - September 2010
Job Investment Associate, CRPC Cherne Breitbach Knapp
Industry Investment Management
Experience
UBS Financial Services Inc. 2010 - Present
Merrill Lynch September 1999 - September 2010
Morgan Stanley September 1994 - September 1999
Kidder Peabody March 1982 - September 1994
Kidder Peabody 1982 - 1994
Skills
Investment Advisory, Wealth Management, Asset Allocation, Series 7, Retirement Planning, Fixed Income
Education
St. Olaf College
Bachelor of Arts
UBS Financial Services Inc. 2010 - Present
Merrill Lynch September 1999 - September 2010
Morgan Stanley September 1994 - September 1999
Kidder Peabody March 1982 - September 1994
Kidder Peabody 1982 - 1994
Skills
Investment Advisory, Wealth Management, Asset Allocation, Series 7, Retirement Planning, Fixed Income
Education
St. Olaf College
Bachelor of Arts
Robert Bridich Robert Bridich's Merrill Lynch Experience November 2004 - December 2008
Job Managing Partner at Tier1 Solutions
Industry Information Technology and Services
Experience
Tier1 Solutions October 2010 - Present
Bank of America Merrill Lynch July 2011 - December 2013
Bank of America Merrill Lynch January 2009 - July 2011
Merrill Lynch November 2004 - December 2008
Merrill Lynch August 2002 - October 2004
Merrill Lynch September 2001 - July 2002
Allstate September 1995 - August 2001
Kraft Foods January 1991 - August 1995
XL DataComp February 1989 - January 1991
Skills
Vendor Management, Disaster Recovery, SDLC, Integration, IT Strategy, Data Center, Program Management, Process Improvement, Outsourcing, Mergers & Acquisitions, Cloud Computing, IT Management, Project Management, CRM, Change Management, Risk Management, Information Technology, Requirements Analysis, Leadership, Requirements Gathering, Software Project..., Financial Services, Cross-functional Team..., Software Development, Service Delivery, Management, PMP, Business Intelligence, IT Service Management, Business Analysis, Visio, PMO, Enterprise Architecture, ITIL, Project Portfolio..., Computer Network..., Business Strategy, Business Development, Technology Integration
Education
DeVry University 1988 — 1990
Technology, Technology Services
St. Norbert College
Marquette University High School
Graduate
Tier1 Solutions October 2010 - Present
Bank of America Merrill Lynch July 2011 - December 2013
Bank of America Merrill Lynch January 2009 - July 2011
Merrill Lynch November 2004 - December 2008
Merrill Lynch August 2002 - October 2004
Merrill Lynch September 2001 - July 2002
Allstate September 1995 - August 2001
Kraft Foods January 1991 - August 1995
XL DataComp February 1989 - January 1991
Skills
Vendor Management, Disaster Recovery, SDLC, Integration, IT Strategy, Data Center, Program Management, Process Improvement, Outsourcing, Mergers & Acquisitions, Cloud Computing, IT Management, Project Management, CRM, Change Management, Risk Management, Information Technology, Requirements Analysis, Leadership, Requirements Gathering, Software Project..., Financial Services, Cross-functional Team..., Software Development, Service Delivery, Management, PMP, Business Intelligence, IT Service Management, Business Analysis, Visio, PMO, Enterprise Architecture, ITIL, Project Portfolio..., Computer Network..., Business Strategy, Business Development, Technology Integration
Education
DeVry University 1988 — 1990
Technology, Technology Services
St. Norbert College
Marquette University High School
Graduate
Christopher Marotta Christopher Marotta's Merrill Lynch Experience May 1997 - December 2000
Job National Sales Consultant Paychex PEO
Industry Insurance
Experience
Paychex March 2013 - Present
Paychex August 2007 - March 2013
Paychex December 2000 - July 2007
Merrill Lynch May 1997 - December 2000
Paychex 1994 - 1997
Moore Business Forms 1987 - 1994
Skills
Consultative Selling, Employee Benefits, New Business Development, Coaching, Employee Relations, Account Management, Customer Service, Benefits, Customer Relations, B2B, Negotiation, Payroll, Insurance
Education
St. Petersburg College 1984 — 1986
Business Administration
Gulf High School
Paychex March 2013 - Present
Paychex August 2007 - March 2013
Paychex December 2000 - July 2007
Merrill Lynch May 1997 - December 2000
Paychex 1994 - 1997
Moore Business Forms 1987 - 1994
Skills
Consultative Selling, Employee Benefits, New Business Development, Coaching, Employee Relations, Account Management, Customer Service, Benefits, Customer Relations, B2B, Negotiation, Payroll, Insurance
Education
St. Petersburg College 1984 — 1986
Business Administration
Gulf High School
Daniel Crookshanks Daniel Crookshanks's Merrill Lynch Experience October 1993 - June 2000
Job VP of Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate March 2014 - September 2014
Wells Fargo Advisors July 2010 - March 2014
Financial Partners Group / New England Securities March 2010 - July 2010
JP Morgan March 2009 - March 2010
Hurlow Wealth Management Group January 2008 - March 2009
Morgan Stanley April 2003 - November 2007
Fifth Third Bank July 2003 - April 2004
Prudential Bank & Trust March 2001 - July 2003
iProperty.com June 2000 - December 2000
Merrill Lynch October 1993 - June 2000
Skills
Investments, Portfolio Management, Banking, Strategic Financial..., Financial Services, Financial Analysis, Finance, Mortgage Lending, Credit, Loans, Business Development, Investment Banking, Series 7, Private Banking, Analysis, Wealth Management, Mutual Funds, Securities, Financial Planning
Education
St. Petersburg College 1981 — 1984
AA
Guaranteed Rate March 2014 - September 2014
Wells Fargo Advisors July 2010 - March 2014
Financial Partners Group / New England Securities March 2010 - July 2010
JP Morgan March 2009 - March 2010
Hurlow Wealth Management Group January 2008 - March 2009
Morgan Stanley April 2003 - November 2007
Fifth Third Bank July 2003 - April 2004
Prudential Bank & Trust March 2001 - July 2003
iProperty.com June 2000 - December 2000
Merrill Lynch October 1993 - June 2000
Skills
Investments, Portfolio Management, Banking, Strategic Financial..., Financial Services, Financial Analysis, Finance, Mortgage Lending, Credit, Loans, Business Development, Investment Banking, Series 7, Private Banking, Analysis, Wealth Management, Mutual Funds, Securities, Financial Planning
Education
St. Petersburg College 1981 — 1984
AA
Matt Wafle Matt Wafle's Merrill Lynch Experience July 1999 - July 2005
Job Field System Financial Consultant at Northwestern Mutual
Industry Hospital & Health Care
Experience
Northwestern Mutual August 2014 - Present
Hammes Company April 2010 - August 2014
Hammes Company July 2005 - April 2010
Merrill Lynch July 1999 - July 2005
U.S. Army Reserve 1994 - 1998
Skills
Financial Analysis, Investments, Budgets, Asset Managment, Microsoft Excel, Forecasting, Risk Management, Microsoft Office, Analysis, Real Estate, Underwriting, Argus Modeling, Real Estate Economics, Capital Markets, Contract Negotiation, Property Management, Disposition, Commercial Real Estate, Investment Properties, Real Estate Development, Asset Management, Negotiation
Education
University of Wisconsin-Milwaukee - School of Business Administration 2003 — 2005
MBA, Financial Strategies
St. Norbert College 1995 — 1999
BBA, Economics Minor
Northwestern Mutual August 2014 - Present
Hammes Company April 2010 - August 2014
Hammes Company July 2005 - April 2010
Merrill Lynch July 1999 - July 2005
U.S. Army Reserve 1994 - 1998
Skills
Financial Analysis, Investments, Budgets, Asset Managment, Microsoft Excel, Forecasting, Risk Management, Microsoft Office, Analysis, Real Estate, Underwriting, Argus Modeling, Real Estate Economics, Capital Markets, Contract Negotiation, Property Management, Disposition, Commercial Real Estate, Investment Properties, Real Estate Development, Asset Management, Negotiation
Education
University of Wisconsin-Milwaukee - School of Business Administration 2003 — 2005
MBA, Financial Strategies
St. Norbert College 1995 — 1999
BBA, Economics Minor
Dan Ripoll Dan Ripoll's Merrill Lynch Experience 1996 - 1997
Job CoFounder & CEO at Content BLVD
Industry Marketing and Advertising
Experience
Content BLVD April 2012 - Present
Aeon Capital, LLC January 2007 - December 2010
Tradescape 1998 - 2001
Merrill Lynch 1996 - 1997
Skills
E-commerce, Investments, Marketing Strategy, Business Development, New Business Development, Business Strategy, SEM, Entrepreneurship, Marketing, PPC, Social Media Marketing, Start-ups, SEO, Negotiation, Blogging, Social Media, Online Advertising, Digital Marketing, Social Networking
Education
Stanford University 1992 — 1996
B.A.
Crossroads school
Content BLVD April 2012 - Present
Aeon Capital, LLC January 2007 - December 2010
Tradescape 1998 - 2001
Merrill Lynch 1996 - 1997
Skills
E-commerce, Investments, Marketing Strategy, Business Development, New Business Development, Business Strategy, SEM, Entrepreneurship, Marketing, PPC, Social Media Marketing, Start-ups, SEO, Negotiation, Blogging, Social Media, Online Advertising, Digital Marketing, Social Networking
Education
Stanford University 1992 — 1996
B.A.
Crossroads school
Raj Tewari Raj Tewari's Merrill Lynch Experience April 2012 - Present
Job PM/Risk Manager/Derivatives Trader Emerging Markets
Industry Capital Markets
Experience
Merrill Lynch April 2012 - Present
UBS Investment Bank November 2009 - February 2012
ABN AMRO March 2003 - September 2009
Goldman Sachs 1997 - 2003
Citibank 1995 - 1997
Skills
FX Options, Fixed Income, Trading, Capital Markets, Commodity, Emerging Markets, FX trading, Currency, Derivatives, Equities, Investment Banking, Structured Products, Hedge Funds, Financial Markets, Management, Asset Management, Foreign Exchange, Fixed Income Analysis, Bonds, Risk Management, Proprietary Trading, Alternative Investments, Interest Rate..., Portfolio Management, Swaps, Equity Derivatives, Options, Credit Derivatives
Education
Stanford University Graduate School of Business 1992 — 1995
Doctor of Philosophy (Ph.D.), Finance, Candidacy
Stanford University 1992 — 1994
Master’s Degree, Statistics
Virginia Polytechnic Institute and State University 1990 — 1992
Master’s Degree, Finance/Economics
Delhi University - St Stephen's College 1987 — 1990
Bachelor’s Degree, Mathematics and Economics
Merrill Lynch April 2012 - Present
UBS Investment Bank November 2009 - February 2012
ABN AMRO March 2003 - September 2009
Goldman Sachs 1997 - 2003
Citibank 1995 - 1997
Skills
FX Options, Fixed Income, Trading, Capital Markets, Commodity, Emerging Markets, FX trading, Currency, Derivatives, Equities, Investment Banking, Structured Products, Hedge Funds, Financial Markets, Management, Asset Management, Foreign Exchange, Fixed Income Analysis, Bonds, Risk Management, Proprietary Trading, Alternative Investments, Interest Rate..., Portfolio Management, Swaps, Equity Derivatives, Options, Credit Derivatives
Education
Stanford University Graduate School of Business 1992 — 1995
Doctor of Philosophy (Ph.D.), Finance, Candidacy
Stanford University 1992 — 1994
Master’s Degree, Statistics
Virginia Polytechnic Institute and State University 1990 — 1992
Master’s Degree, Finance/Economics
Delhi University - St Stephen's College 1987 — 1990
Bachelor’s Degree, Mathematics and Economics
Adrian Urgena Adrian Urgena's Merrill Lynch Experience 1992 - 2000
Job Information Technology Executive
Industry Information Services
Experience
TantaComm April 2015 - Present
Bodhi Tree Solutions LLC 2013 - Present
IHS 2009 - 2012
Policy Studies Inc. 2002 - 2008
Merrill Lynch 1992 - 2000
Skills
Strategic Planning, Leadership, Performance Management, Managerial Finance, Business Process..., Continuous Improvement, Process Improvement, Operations Research, Software Deployment, Business Intelligence, Talent Management, Business Analysis, Predictive Analytics, Analytics, Program Management, Project Portfolio..., Data Warehousing, Project Management, Enterprise Software, Cross-functional Team..., Software Development, IT Governance, Business Process, IT Strategy, Integration, Consulting, Management, Executive Management, Governance
Education
Stanford University 1985 — 1989
BA
University of Denver 2000 — 2002
MBA
TantaComm April 2015 - Present
Bodhi Tree Solutions LLC 2013 - Present
IHS 2009 - 2012
Policy Studies Inc. 2002 - 2008
Merrill Lynch 1992 - 2000
Skills
Strategic Planning, Leadership, Performance Management, Managerial Finance, Business Process..., Continuous Improvement, Process Improvement, Operations Research, Software Deployment, Business Intelligence, Talent Management, Business Analysis, Predictive Analytics, Analytics, Program Management, Project Portfolio..., Data Warehousing, Project Management, Enterprise Software, Cross-functional Team..., Software Development, IT Governance, Business Process, IT Strategy, Integration, Consulting, Management, Executive Management, Governance
Education
Stanford University 1985 — 1989
BA
University of Denver 2000 — 2002
MBA
Mariell Smith's Merrill Lynch Experience July 2007 - December 2009
Job Senior System Engineer at Mission 1st Technologies
Industry Information Technology and Services
Experience
Mission1st Group, Inc. December 2014 - Present
Logistics Solutions Group March 2014 - December 2014
D&SCI January 2012 - January 2014
PwC January 2011 - December 2011
Fidelity National Financial January 2010 - December 2010
Merrill Lynch July 2007 - December 2009
Acosta Sales & Marketing November 2006 - August 2007
Vistakon October 2005 - November 2006
EverBank March 2002 - November 2005
Skills
Active Directory, Windows Server, DHCP, SCCM, VMware, McAfee, Microsoft Exchange
Education
St. Petersburg College 2005 — 2008
Bachelor of Science (BS), Information Technology Administration and Management
Mission1st Group, Inc. December 2014 - Present
Logistics Solutions Group March 2014 - December 2014
D&SCI January 2012 - January 2014
PwC January 2011 - December 2011
Fidelity National Financial January 2010 - December 2010
Merrill Lynch July 2007 - December 2009
Acosta Sales & Marketing November 2006 - August 2007
Vistakon October 2005 - November 2006
EverBank March 2002 - November 2005
Skills
Active Directory, Windows Server, DHCP, SCCM, VMware, McAfee, Microsoft Exchange
Education
St. Petersburg College 2005 — 2008
Bachelor of Science (BS), Information Technology Administration and Management
Brian Hickey Brian Hickey's Merrill Lynch Experience August 2013 - August 2013
Job Financial Analyst at BMO Harris Bank
Industry
Experience
BMO Harris Bank June 2014 - August 2014
Merrill Lynch August 2013 - August 2013
American Chartered Bank June 2013 - July 2013
Skills
Marketing, Economics, Finance, Investments
Education
St. Olaf College 2011 — 2015
Bachelor of Arts (B.A.), Economics; Emphasis in Finance
The London School of Economics and Political Science (LSE) 2013 — 2013
Analysis and Management of Financial Risk
New Trier High School 2006 — 2010
BMO Harris Bank June 2014 - August 2014
Merrill Lynch August 2013 - August 2013
American Chartered Bank June 2013 - July 2013
Skills
Marketing, Economics, Finance, Investments
Education
St. Olaf College 2011 — 2015
Bachelor of Arts (B.A.), Economics; Emphasis in Finance
The London School of Economics and Political Science (LSE) 2013 — 2013
Analysis and Management of Financial Risk
New Trier High School 2006 — 2010
Nate Verbracken Nate Verbracken's Merrill Lynch Experience January 2012 - February 2012
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Onemain Financial August 2013 - March 2015
Merrill Lynch January 2012 - February 2012
Royal Credit Union - RCU May 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking
Education
St. Olaf College 2008 — 2012
Economics, Finance, General
Northwestern Mutual May 2015 - Present
Onemain Financial August 2013 - March 2015
Merrill Lynch January 2012 - February 2012
Royal Credit Union - RCU May 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking
Education
St. Olaf College 2008 — 2012
Economics, Finance, General
Brent Etiz Brent Etiz's Merrill Lynch Experience June 2010 - August 2010
Job Business Development Manager at Inflection
Industry Computer Software
Experience
Inflection July 2015 - Present
Inflection July 2014 - July 2015
Inflection August 2013 - July 2014
CloudOn March 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Analytics, Business Development, Start-ups, Product Management, Leadership, Mobile Devices, Team Building, Social Media Marketing, Management, Marketing, Entrepreneurship, Strategic Partnerships, Microsoft Excel
Education
Stanford University 2009 — 2013
Bachelor of Arts (BA), Economics
Inflection July 2015 - Present
Inflection July 2014 - July 2015
Inflection August 2013 - July 2014
CloudOn March 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Analytics, Business Development, Start-ups, Product Management, Leadership, Mobile Devices, Team Building, Social Media Marketing, Management, Marketing, Entrepreneurship, Strategic Partnerships, Microsoft Excel
Education
Stanford University 2009 — 2013
Bachelor of Arts (BA), Economics
DeAnna Atkinson DeAnna Atkinson's Merrill Lynch Experience February 2004 - January 2009
Job Senior Client Service Associate
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch February 2004 - January 2009
Blue Cross Blue Shield January 1989 - January 1997
St. Louis Blues January 1984 - January 1986
Skills
Customer Service, Marketing, Leadership, Event Planning
Education
Lindbergh High School
St. Louis Community College
General Studies
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch February 2004 - January 2009
Blue Cross Blue Shield January 1989 - January 1997
St. Louis Blues January 1984 - January 1986
Skills
Customer Service, Marketing, Leadership, Event Planning
Education
Lindbergh High School
St. Louis Community College
General Studies
Alex Reinman Alex Reinman's Merrill Lynch Experience May 2009 - August 2009
Job Underwriting Specialist at Lloyd Bedford Cox, Inc.
Industry Insurance
Experience
Lloyd Bedford Cox, Inc. January 2012 - Present
Odyssey Re June 2010 - July 2010
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Office, Social Media, Documentations, Market Research, Microsoft Excel, PowerPoint, Legal Documentation, Property & Casualty..., Marketing, Insurance, Research, Underwriting
Education
Saint Lawrence University 2007 — 2011
Bachelor of Arts, History
Portsmouth Abbey School 2004 — 2007
New Canaan High School 2002 — 2004
Lloyd Bedford Cox, Inc. January 2012 - Present
Odyssey Re June 2010 - July 2010
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Office, Social Media, Documentations, Market Research, Microsoft Excel, PowerPoint, Legal Documentation, Property & Casualty..., Marketing, Insurance, Research, Underwriting
Education
Saint Lawrence University 2007 — 2011
Bachelor of Arts, History
Portsmouth Abbey School 2004 — 2007
New Canaan High School 2002 — 2004
Julie Chase Julie Chase's Merrill Lynch Experience May 2010 - January 2011
Job Digital Media Planner at Maxus
Industry Marketing and Advertising
Experience
Maxus April 2015 - Present
Cramer-Krasselt July 2014 - March 2015
Cramer-Krasselt June 2013 - July 2014
Cramer-Krasselt June 2012 - August 2012
J.McLaughlin May 2006 - June 2012
Interior Crafts Inc. May 2011 - December 2011
Merrill Lynch May 2010 - January 2011
Skills
Facebook, Advertising, Microsoft Excel, Teamwork, Digital Marketing, Social Networking, Sales, Market Research, Customer Service, Digital Media, PowerPoint, Social Media, Public Speaking, Social Media Marketing, Event Planning
Education
St. Lawrence University 2009 — 2013
Bachelor of Arts, History
Maxus April 2015 - Present
Cramer-Krasselt July 2014 - March 2015
Cramer-Krasselt June 2013 - July 2014
Cramer-Krasselt June 2012 - August 2012
J.McLaughlin May 2006 - June 2012
Interior Crafts Inc. May 2011 - December 2011
Merrill Lynch May 2010 - January 2011
Skills
Facebook, Advertising, Microsoft Excel, Teamwork, Digital Marketing, Social Networking, Sales, Market Research, Customer Service, Digital Media, PowerPoint, Social Media, Public Speaking, Social Media Marketing, Event Planning
Education
St. Lawrence University 2009 — 2013
Bachelor of Arts, History
Rahul Shaikh, CFA Rahul Shaikh, CFA's Merrill Lynch Experience January 2015 - Present
Job Assistant Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch January 2015 - Present
Skills
Asset Allocation, Tactical Asset..., Manager Selection, Due Diligence, Equities, Fixed Income, Municipal Bonds, Alternative Investments, Options Strategies, Capital Markets, Portfolio Management, Concentrated Stock..., Hedging, Performance Measurement, Performance Attribution, Financial Modeling, Bloomberg, Series 7, Series 63, Chartered Financial...
Education
Stanford University 2004 — 2008
BA
St. Clare's College, Oxford 2002 — 2004
International Baccalaureate Diploma
Merrill Lynch January 2015 - Present
Skills
Asset Allocation, Tactical Asset..., Manager Selection, Due Diligence, Equities, Fixed Income, Municipal Bonds, Alternative Investments, Options Strategies, Capital Markets, Portfolio Management, Concentrated Stock..., Hedging, Performance Measurement, Performance Attribution, Financial Modeling, Bloomberg, Series 7, Series 63, Chartered Financial...
Education
Stanford University 2004 — 2008
BA
St. Clare's College, Oxford 2002 — 2004
International Baccalaureate Diploma
Eloisa Cusi's Merrill Lynch Experience September 2013 - December 2013
Job Moore Capital Management
Industry Financial Services
Experience
Albert Gallatin Founders Fund January 2012 - Present
Moore Capital Management January 2014 - Present
NYU Gallatin Business Club September 2013 - Present
TED Conferences February 2014 - Present
Frank Capital Partners LLC November 2013 - January 2014
Merrill Lynch September 2013 - December 2013
Insomnia Cookies July 2013 - October 2013
Douglas Elliman Real Estate May 2013 - September 2013
Skills
Investments, Economics, Excel models, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Market Data, FileMaker, QuarkXPress, Outlook, Final Cut Pro, Microsoft Word, Public Speaking, Digital Photography, Outlook Express, Analysis, Databases, Photoshop Elements, VBA, Entrepreneurship, HTML
Education
New York University 2012 — 2016
Bachelor of Science (B.Sc.), Mathematics
Stanford University
Livingston High School
Albert Gallatin Founders Fund January 2012 - Present
Moore Capital Management January 2014 - Present
NYU Gallatin Business Club September 2013 - Present
TED Conferences February 2014 - Present
Frank Capital Partners LLC November 2013 - January 2014
Merrill Lynch September 2013 - December 2013
Insomnia Cookies July 2013 - October 2013
Douglas Elliman Real Estate May 2013 - September 2013
Skills
Investments, Economics, Excel models, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Market Data, FileMaker, QuarkXPress, Outlook, Final Cut Pro, Microsoft Word, Public Speaking, Digital Photography, Outlook Express, Analysis, Databases, Photoshop Elements, VBA, Entrepreneurship, HTML
Education
New York University 2012 — 2016
Bachelor of Science (B.Sc.), Mathematics
Stanford University
Livingston High School
Kristin Darrow's Merrill Lynch Experience May 2006 - August 2006
Job Director of Ecommerce at Gump's
Industry Internet
Experience
Charlotte Russe 2013 - 2014
eBay 2011 - 2013
eBay 2009 - 2011
eBay 2008 - 2009
L.E.K. Consulting, LLC 2007 - 2008
Merrill Lynch May 2006 - August 2006
US Air Force 1999 - 2005
Skills
E-commerce, Strategy, Analytics, Retail, Product Management, Competitive Analysis, Corporate Development, Cross-functional Team..., Product Marketing, Business Planning, Customer Insight, Management, Go-to-market Strategy, Entrepreneurship, Strategic Partnerships, Marketing, Business Strategy, User Experience, Merchandising, Segmentation, Cloud Computing, A/B testing, Web Analytics, Marketing Strategy, Web Experience, Project Management, Conversion Optimization, UAT coordination, Marketing Analytics, Product Requirements, MicroStrategy Reporting, CMS, Thought Leadership, Leadership, Online Marketing, Digital Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance, Strategic Management
St. Mary's University 2000 — 2002
MS, Computer Information Systems
University of Notre Dame 1995 — 1999
BA, Economics, Computer Applications
St. John High School
Charlotte Russe 2013 - 2014
eBay 2011 - 2013
eBay 2009 - 2011
eBay 2008 - 2009
L.E.K. Consulting, LLC 2007 - 2008
Merrill Lynch May 2006 - August 2006
US Air Force 1999 - 2005
Skills
E-commerce, Strategy, Analytics, Retail, Product Management, Competitive Analysis, Corporate Development, Cross-functional Team..., Product Marketing, Business Planning, Customer Insight, Management, Go-to-market Strategy, Entrepreneurship, Strategic Partnerships, Marketing, Business Strategy, User Experience, Merchandising, Segmentation, Cloud Computing, A/B testing, Web Analytics, Marketing Strategy, Web Experience, Project Management, Conversion Optimization, UAT coordination, Marketing Analytics, Product Requirements, MicroStrategy Reporting, CMS, Thought Leadership, Leadership, Online Marketing, Digital Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance, Strategic Management
St. Mary's University 2000 — 2002
MS, Computer Information Systems
University of Notre Dame 1995 — 1999
BA, Economics, Computer Applications
St. John High School
Kirsten Englebert Kirsten Englebert's Merrill Lynch Experience November 2010 - December 2012
Job Associate Actuarial Analyst at United Healthcare
Industry Insurance
Experience
UnitedHealthcare December 2012 - Present
Self Employed May 2010 - January 2013
Merrill Lynch November 2010 - December 2012
Temployment August 2009 - December 2012
Skills
Organizational Behavior, Efficiency, Prioritize Workload, Teamwork, Wealth, Investment Management, Financial Advisory, Business
Education
St. Norbert College 2009 — 2012
Bachelor of Arts (BA), Mathematics and Business Administration
UnitedHealthcare December 2012 - Present
Self Employed May 2010 - January 2013
Merrill Lynch November 2010 - December 2012
Temployment August 2009 - December 2012
Skills
Organizational Behavior, Efficiency, Prioritize Workload, Teamwork, Wealth, Investment Management, Financial Advisory, Business
Education
St. Norbert College 2009 — 2012
Bachelor of Arts (BA), Mathematics and Business Administration
Brandon Guile Brandon Guile's Merrill Lynch Experience September 2011 - December 2011
Job Loan Administration Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo October 2014 - June 2015
Wells Fargo October 2013 - September 2014
Wells Fargo July 2012 - September 2013
St. Norbert College May 2011 - May 2012
SIFE April 2010 - May 2012
Orion Energy Systems, Inc. December 2011 - January 2012
Merrill Lynch September 2011 - December 2011
Orion Energy Systems, Inc. June 2011 - August 2011
Gannett May 2011 - June 2011
Skills
Leadership, Management, Analysis, Process Improvement, Leadership Mentoring, Budgets, Pipeline Management, Business Performance..., Capacity Planning, Public Speaking, Constructive Feedback, Training, Entrepreneurial Skills, Research, Time Management, Strategic Planning, Team Leadership, Idea Generation, Business Strategy, Marketing, Entrepreneurship, Coaching, Team Building, Analytics, Sales, Finance, Social Networking, Project Planning, Social Media, Microsoft Excel, Exceeding Customer..., Risk Management, Banking, Strategy
Education
St. Norbert College 2008 — 2012
Business Administration, Finance
Wells Fargo July 2015 - Present
Wells Fargo October 2014 - June 2015
Wells Fargo October 2013 - September 2014
Wells Fargo July 2012 - September 2013
St. Norbert College May 2011 - May 2012
SIFE April 2010 - May 2012
Orion Energy Systems, Inc. December 2011 - January 2012
Merrill Lynch September 2011 - December 2011
Orion Energy Systems, Inc. June 2011 - August 2011
Gannett May 2011 - June 2011
Skills
Leadership, Management, Analysis, Process Improvement, Leadership Mentoring, Budgets, Pipeline Management, Business Performance..., Capacity Planning, Public Speaking, Constructive Feedback, Training, Entrepreneurial Skills, Research, Time Management, Strategic Planning, Team Leadership, Idea Generation, Business Strategy, Marketing, Entrepreneurship, Coaching, Team Building, Analytics, Sales, Finance, Social Networking, Project Planning, Social Media, Microsoft Excel, Exceeding Customer..., Risk Management, Banking, Strategy
Education
St. Norbert College 2008 — 2012
Business Administration, Finance
Igor Matic's Merrill Lynch Experience September 2007 - December 2007
Job Investment Analyst at Canaras Capital Management
Industry Financial Services
Experience
Foundation Nijaz Durakovic April 2015 - Present
Canaras Capital Management, LLC September 2014 - Present
CIT March 2012 - September 2014
CIT November 2010 - March 2012
Citigroup June 2009 - November 2010
Citi May 2008 - September 2008
Merrill Lynch September 2007 - December 2007
Canaras Capital Management May 2007 - August 2007
Skills
French, Croatian, Serbian, Financial Modeling, Capital Markets, Credit Analysis, Valuation, Distressed Debt, Credit, Structured Finance, Investment Banking, Financial Structuring, Private Equity, Corporate Finance, Bloomberg, Portfolio Management, Loans, Finance, Investments
Education
Saint Lawrence University 2005 — 2009
B.S in Mathematics, B.A. in Economics
Foundation Nijaz Durakovic April 2015 - Present
Canaras Capital Management, LLC September 2014 - Present
CIT March 2012 - September 2014
CIT November 2010 - March 2012
Citigroup June 2009 - November 2010
Citi May 2008 - September 2008
Merrill Lynch September 2007 - December 2007
Canaras Capital Management May 2007 - August 2007
Skills
French, Croatian, Serbian, Financial Modeling, Capital Markets, Credit Analysis, Valuation, Distressed Debt, Credit, Structured Finance, Investment Banking, Financial Structuring, Private Equity, Corporate Finance, Bloomberg, Portfolio Management, Loans, Finance, Investments
Education
Saint Lawrence University 2005 — 2009
B.S in Mathematics, B.A. in Economics
Sabrina Aldridge's Merrill Lynch Experience August 2015 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Seminole Financial January 2015 - August 2015
Medical sales March 2014 - December 2014
Spine Enthusiast November 2012 - January 2014
Sabrina Aldridge LLC October 2004 - July 2012
Euro RSCG Life February 2007 - January 2009
Skills
Sales, Biologics, Microsoft Office, Business Development, Strategy, Fashion, Management, Leadership, Television, Business Planning, Marketing Communications, Medical Devices, Marketing Strategy, Customer Service, Sales Operations, Marketing
Education
University of South Florida 2010 — 2012
Bachelor of Arts (B.A.), Economics
St. Petersburg College 2008 — 2010
Business
Merrill Lynch August 2015 - Present
Seminole Financial January 2015 - August 2015
Medical sales March 2014 - December 2014
Spine Enthusiast November 2012 - January 2014
Sabrina Aldridge LLC October 2004 - July 2012
Euro RSCG Life February 2007 - January 2009
Skills
Sales, Biologics, Microsoft Office, Business Development, Strategy, Fashion, Management, Leadership, Television, Business Planning, Marketing Communications, Medical Devices, Marketing Strategy, Customer Service, Sales Operations, Marketing
Education
University of South Florida 2010 — 2012
Bachelor of Arts (B.A.), Economics
St. Petersburg College 2008 — 2010
Business
Claudia Thieme's Merrill Lynch Experience June 2013 - August 2013
Job Global Brand Management Coordinator at Tiffany & Company
Industry Luxury Goods & Jewelry
Experience
Tiffany & Company July 2015 - Present
Stanford University September 2010 - June 2015
Merrill Lynch June 2013 - August 2013
Stanford Graduate School of Business January 2013 - June 2013
Latham & Watkins July 2012 - August 2012
Stanford University September 2011 - June 2012
Singapore American School September 2009 - January 2010
Skills
Fluency in Japanese,..., Research, Social Media, Microsoft Office, Event Planning, Public Speaking, Marketing, Entrepreneurship, French Law, Japanese Culture, PowerPoint, International Relations, Forklift Operation, SPSS, Data Analysis, Japanese Business..., Negotiation, Social Skills, Product Launch, Japanese, HTML Scripting, Value Engineering, Spanish, French, Market Research, Start-ups, Microsoft Word
Education
Stanford University 2010 — 2014
Bachelor of Arts, International Relations
Singapore American School 2006 — 2010
Diploma
Tiffany & Company July 2015 - Present
Stanford University September 2010 - June 2015
Merrill Lynch June 2013 - August 2013
Stanford Graduate School of Business January 2013 - June 2013
Latham & Watkins July 2012 - August 2012
Stanford University September 2011 - June 2012
Singapore American School September 2009 - January 2010
Skills
Fluency in Japanese,..., Research, Social Media, Microsoft Office, Event Planning, Public Speaking, Marketing, Entrepreneurship, French Law, Japanese Culture, PowerPoint, International Relations, Forklift Operation, SPSS, Data Analysis, Japanese Business..., Negotiation, Social Skills, Product Launch, Japanese, HTML Scripting, Value Engineering, Spanish, French, Market Research, Start-ups, Microsoft Word
Education
Stanford University 2010 — 2014
Bachelor of Arts, International Relations
Singapore American School 2006 — 2010
Diploma
James Jimmy Notzon James Jimmy Notzon's Merrill Lynch Experience July 1992 - May 2010
Job Senior Vice President / Director Wealth Management Services South Texas Border Cities BBVA Compass
Industry Banking
Experience
BBVA Compass June 2010 - Present
Merrill Lynch July 1992 - May 2010
Skills
Wealth Management, Investments, Finance, Loans, Portfolio Management, Credit, Banking, Commercial Lending, Private Banking, Commercial Banking, Mutual Funds, Financial Analysis, Risk Management, Mortgage Lending, Credit Analysis, Financial Services, Consumer Lending, Strategic Planning, Series 63, Lines Of Credit, Series 7, Asset Management, Investment Banking, Underwriting, Strategic Financial..., Small Business Lending, Loan Origination, Asset Allocation, Equities, Fixed Annuities, Cross Selling, Alternative Investments, Series 65, Retail Banking, Securities, Capital Markets, Credit Risk, Mortgage Banking, Relationship Management, Investment Advisory, Series 6, Valuation, Retirement Planning, Life Insurance, Asset Based Lending, Deposits, Estate Planning, Financial Modeling, Retirement
Education
St. Mary's University 1982 — 1986
BBA, Accounting and Finance
Nixon High School
BBVA Compass June 2010 - Present
Merrill Lynch July 1992 - May 2010
Skills
Wealth Management, Investments, Finance, Loans, Portfolio Management, Credit, Banking, Commercial Lending, Private Banking, Commercial Banking, Mutual Funds, Financial Analysis, Risk Management, Mortgage Lending, Credit Analysis, Financial Services, Consumer Lending, Strategic Planning, Series 63, Lines Of Credit, Series 7, Asset Management, Investment Banking, Underwriting, Strategic Financial..., Small Business Lending, Loan Origination, Asset Allocation, Equities, Fixed Annuities, Cross Selling, Alternative Investments, Series 65, Retail Banking, Securities, Capital Markets, Credit Risk, Mortgage Banking, Relationship Management, Investment Advisory, Series 6, Valuation, Retirement Planning, Life Insurance, Asset Based Lending, Deposits, Estate Planning, Financial Modeling, Retirement
Education
St. Mary's University 1982 — 1986
BBA, Accounting and Finance
Nixon High School
Dustin Dessell's Merrill Lynch Experience June 2007 - August 2007
Job Compensation and Benefits Coordinator at Vision Solutions
Industry Human Resources
Experience
Vision Solutions May 2013 - Present
StratEx Partners March 2011 - May 2013
The Guardian Life Insurance Company of America June 2010 - March 2011
St. Norbert College January 2010 - August 2010
Wells Fargo June 2008 - July 2010
YMCA January 2006 - June 2010
Merrill Lynch June 2007 - August 2007
UPS January 2006 - August 2007
Wisconsin Public Service Corp. May 2005 - August 2005
Festival Foods August 2004 - May 2005
Skills
Time Management, Employee Benefits, Customer Service, Microsoft Office, Analysis, Teamwork, HRIS, Insurance, Finance
Education
St. Norbert College 2006 — 2009
BBA, Business Finance, Economics
Vision Solutions May 2013 - Present
StratEx Partners March 2011 - May 2013
The Guardian Life Insurance Company of America June 2010 - March 2011
St. Norbert College January 2010 - August 2010
Wells Fargo June 2008 - July 2010
YMCA January 2006 - June 2010
Merrill Lynch June 2007 - August 2007
UPS January 2006 - August 2007
Wisconsin Public Service Corp. May 2005 - August 2005
Festival Foods August 2004 - May 2005
Skills
Time Management, Employee Benefits, Customer Service, Microsoft Office, Analysis, Teamwork, HRIS, Insurance, Finance
Education
St. Norbert College 2006 — 2009
BBA, Business Finance, Economics
Janet Ader Janet Ader's Merrill Lynch Experience 1987 - 1990
Job Small Business Consultant
Industry Accounting
Experience
Small Business Consulting 1995 - Present
Progressive Asset Management 1990 - 1994
Merrill Lynch 1987 - 1990
Skills
Public Speaking, Personal Training, Manufacturing, Entrepreneurship, Financial Analysis, Project Management, Event Planning, Management, Managerial Finance, Finance, Market Research, Strategic Planning, Analysis
Education
Cornell University
BS
Stanford University
MS
Small Business Consulting 1995 - Present
Progressive Asset Management 1990 - 1994
Merrill Lynch 1987 - 1990
Skills
Public Speaking, Personal Training, Manufacturing, Entrepreneurship, Financial Analysis, Project Management, Event Planning, Management, Managerial Finance, Finance, Market Research, Strategic Planning, Analysis
Education
Cornell University
BS
Stanford University
MS
Brian Chang's Merrill Lynch Experience July 2003 - June 2005
Job Technology Investor at Warburg Pincus
Industry Venture Capital & Private Equity
Experience
Warburg Pincus LLC 2005 - Present
Electronic Funds Source LLC 2014 - Present
CrowdStrike 2012 - Present
ACAMS 2012 - Present
Interactive Data 2010 - Present
Merrill Lynch July 2003 - June 2005
Enorbus Technologies 2000 - 2000
Skills
Venture Capital, Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, Valuation, LBO, Financial Analysis, Technology, Mergers & Acquisitions, Portfolio Management, Bloomberg, Investment Banking, Equities, Hedge Funds, Product Management, Emerging Markets, Alternative Investments, Start-ups, Financial Structuring
Education
Stanford University Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
Stanford University 1999 — 2003
Bachelor of Science (BS) with Distinction, Electrical Engineering, Computer Hardware Specialty
Warburg Pincus LLC 2005 - Present
Electronic Funds Source LLC 2014 - Present
CrowdStrike 2012 - Present
ACAMS 2012 - Present
Interactive Data 2010 - Present
Merrill Lynch July 2003 - June 2005
Enorbus Technologies 2000 - 2000
Skills
Venture Capital, Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, Valuation, LBO, Financial Analysis, Technology, Mergers & Acquisitions, Portfolio Management, Bloomberg, Investment Banking, Equities, Hedge Funds, Product Management, Emerging Markets, Alternative Investments, Start-ups, Financial Structuring
Education
Stanford University Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
Stanford University 1999 — 2003
Bachelor of Science (BS) with Distinction, Electrical Engineering, Computer Hardware Specialty
Jeffrey Hale AIFA® Jeffrey Hale AIFA®'s Merrill Lynch Experience November 1999 - November 2008
Job Senior Consultant at Pentegra
Industry Financial Services
Experience
Pentegra Retirement Services January 2010 - Present
USI Consulting Group November 2008 - April 2009
Merrill Lynch November 1999 - November 2008
Invesco Ltd. 1999 - 2008
T Rowe Price September 1994 - September 1999
T. Rowe Price September 1994 - January 1997
Skills
Retirement, Pensions, Investments, Portfolio Management, Retirement Planning, Employee Benefits, Defined Benefit, Finance, ERISA, 401k, Mergers & Acquisitions, Wealth Management, Asset Allocation, Banking, Mutual Funds, Defined Contribution, Leadership, Strategic Financial..., Investment Management, Relationship Management, Asset Management, Deferred Compensation, Investment Advisory, Financial Advisory, Investment Strategies, Plan Design, Benefits Administration, Mergers, FINRA, Fiduciary Management, Hedge Funds, Due Diligence, ERISA 3(21) Fiduciary, ERISA 3(38) Fiduciary
Education
University of Wisconsin-Stevens Point 1990 — 1992
Master’s Degree, Organizational Communication
University of South Florida 1988 — 1990
Bachelor’s Degree, Industrial and Organizational Psychology
St. Petersburg College 1985 — 1988
Associate’s Degree
Pentegra Retirement Services January 2010 - Present
USI Consulting Group November 2008 - April 2009
Merrill Lynch November 1999 - November 2008
Invesco Ltd. 1999 - 2008
T Rowe Price September 1994 - September 1999
T. Rowe Price September 1994 - January 1997
Skills
Retirement, Pensions, Investments, Portfolio Management, Retirement Planning, Employee Benefits, Defined Benefit, Finance, ERISA, 401k, Mergers & Acquisitions, Wealth Management, Asset Allocation, Banking, Mutual Funds, Defined Contribution, Leadership, Strategic Financial..., Investment Management, Relationship Management, Asset Management, Deferred Compensation, Investment Advisory, Financial Advisory, Investment Strategies, Plan Design, Benefits Administration, Mergers, FINRA, Fiduciary Management, Hedge Funds, Due Diligence, ERISA 3(21) Fiduciary, ERISA 3(38) Fiduciary
Education
University of Wisconsin-Stevens Point 1990 — 1992
Master’s Degree, Organizational Communication
University of South Florida 1988 — 1990
Bachelor’s Degree, Industrial and Organizational Psychology
St. Petersburg College 1985 — 1988
Associate’s Degree
Jaime Punishill Jaime Punishill's Merrill Lynch Experience February 1994 - September 1995
Job Head of Digital Marketing & Channel Management
Industry Financial Services
Experience
Thomson Reuters June 2010 - January 2013
Citibank August 2009 - June 2010
myFi, a CitiSmithBarney company March 2006 - July 2009
Capgemini July 2004 - March 2006
Forrester Research October 1998 - June 2004
Banc of America Investment Services August 1997 - October 1998
Banc of America Investment Services February 1996 - August 1997
The Whole Garage September 1995 - January 1996
Merrill Lynch February 1994 - September 1995
FN Wolf August 1993 - January 1994
Skills
Business Strategy, E-commerce, Thought Leadership, Mobile, Product Strategy, Product Management, Emerging Technologies, Strategy Development, Customer Experience, Product Development, Digital Strategy, Social Media, Strategic Planning, Strategy, Financial Services, Mobile Devices, Business Development, Analytics, Product Marketing, Digital Marketing, Strategic Partnerships, Portfolio Management, Segmentation, SaaS, Integrated Marketing, Entrepreneurship, Start-ups, Management, Lead Generation, Management Consulting, New Business Development, Competitive Analysis, Marketing Strategy, Online Marketing, Program Management, Vendor Management, CRM, IT Strategy, Business Planning, Mergers & Acquisitions, Executive Management, Leadership, Enterprise Software, Go-to-market Strategy, Salesforce.com, Business Analysis, Market Research, Finance, Investments, Banking
Education
Stanford University 1989 — 1993
AB, History and Political Science
Thomson Reuters June 2010 - January 2013
Citibank August 2009 - June 2010
myFi, a CitiSmithBarney company March 2006 - July 2009
Capgemini July 2004 - March 2006
Forrester Research October 1998 - June 2004
Banc of America Investment Services August 1997 - October 1998
Banc of America Investment Services February 1996 - August 1997
The Whole Garage September 1995 - January 1996
Merrill Lynch February 1994 - September 1995
FN Wolf August 1993 - January 1994
Skills
Business Strategy, E-commerce, Thought Leadership, Mobile, Product Strategy, Product Management, Emerging Technologies, Strategy Development, Customer Experience, Product Development, Digital Strategy, Social Media, Strategic Planning, Strategy, Financial Services, Mobile Devices, Business Development, Analytics, Product Marketing, Digital Marketing, Strategic Partnerships, Portfolio Management, Segmentation, SaaS, Integrated Marketing, Entrepreneurship, Start-ups, Management, Lead Generation, Management Consulting, New Business Development, Competitive Analysis, Marketing Strategy, Online Marketing, Program Management, Vendor Management, CRM, IT Strategy, Business Planning, Mergers & Acquisitions, Executive Management, Leadership, Enterprise Software, Go-to-market Strategy, Salesforce.com, Business Analysis, Market Research, Finance, Investments, Banking
Education
Stanford University 1989 — 1993
AB, History and Political Science
Adam Tirapelle Adam Tirapelle's Merrill Lynch Experience February 2006 - February 2009
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Merrill Lynch February 2006 - February 2009
Wrestling Broadcast, Inc. September 2003 - June 2008
Spray Force Manufacturing January 2005 - January 2006
McGladrey Capital Markets LLC August 2003 - January 2005
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Kinesiology
Stanford University 1996 — 1997
Wells Fargo Advisors, LLC 2009 - Present
Merrill Lynch February 2006 - February 2009
Wrestling Broadcast, Inc. September 2003 - June 2008
Spray Force Manufacturing January 2005 - January 2006
McGladrey Capital Markets LLC August 2003 - January 2005
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Kinesiology
Stanford University 1996 — 1997
Bill Vasconcellos Bill Vasconcellos's Merrill Lynch Experience September 1988 - April 2009
Job Certified Investment Management Analyst & Chartered Retirement Planning Counselor, Financial Advisor at UBS in Boise, ID
Industry Investment Management
Experience
UBS Wealth Management April 2009 - Present
Boise Metro Chamber of Commerce 2011 - 2015
Merrill Lynch September 1988 - April 2009
Education
Stanford University 1963 — 1967
BA in Economics with Honors
Boalt Hall School of Law, University of California, Berkeley 1967 — 1971
J.D., Law
UBS Wealth Management April 2009 - Present
Boise Metro Chamber of Commerce 2011 - 2015
Merrill Lynch September 1988 - April 2009
Education
Stanford University 1963 — 1967
BA in Economics with Honors
Boalt Hall School of Law, University of California, Berkeley 1967 — 1971
J.D., Law
Scott Pulak Scott Pulak's Merrill Lynch Experience May 2010 - August 2010
Job Operations Manager at Coyote Logistics
Industry Transportation/Trucking/Railroad
Experience
Coyote Logistics October 2011 - Present
St. Norbert College Hockey Pro Shop August 2007 - October 2011
Merrill Lynch May 2010 - August 2010
Green Bay Country Club June 2006 - August 2010
Skills
Problem Solving, Goal Oriented, Teamwork, Market Analysis, Strategic Planning, Business Strategy, Multitasker, Microsoft Office, Macroeconomics, Microeconomics
Education
St. Norbert College 2007 — 2011
BBA, Economics
Coyote Logistics October 2011 - Present
St. Norbert College Hockey Pro Shop August 2007 - October 2011
Merrill Lynch May 2010 - August 2010
Green Bay Country Club June 2006 - August 2010
Skills
Problem Solving, Goal Oriented, Teamwork, Market Analysis, Strategic Planning, Business Strategy, Multitasker, Microsoft Office, Macroeconomics, Microeconomics
Education
St. Norbert College 2007 — 2011
BBA, Economics
Chintan Kamani's Merrill Lynch Experience August 2009 - December 2009
Job Consultant
Industry Financial Services
Experience
AIG May 2012 - Present
First Allied Securities July 2011 - April 2012
First Allied Securities January 2010 - June 2011
Merrill Lynch August 2009 - December 2009
Merrill Lynch June 2008 - July 2009
GE June 2005 - May 2008
ICICI Bank February 2004 - February 2005
ICICI Prudential Life Insurance Company Limited November 2002 - January 2004
Skills
Six Sigma, Transitions, Financial Accounting, Human Relations, Training & Development, Public Relations, Blackbelt, Management, Leadership, Analysis, Training, Employee Training, Business Analysis, CRM, Software Documentation, Data Analysis, Business Process..., Business Process..., Process Improvement
Education
GE 2009 — 2012
Six Sigma, Banking and Financial Support Services
St. Xavier's College 2004 — 2006
Bachelor, Commerce, A
Microsoft 2003 — 2004
Diploma in Computers, Software & Hardware, A
AIG May 2012 - Present
First Allied Securities July 2011 - April 2012
First Allied Securities January 2010 - June 2011
Merrill Lynch August 2009 - December 2009
Merrill Lynch June 2008 - July 2009
GE June 2005 - May 2008
ICICI Bank February 2004 - February 2005
ICICI Prudential Life Insurance Company Limited November 2002 - January 2004
Skills
Six Sigma, Transitions, Financial Accounting, Human Relations, Training & Development, Public Relations, Blackbelt, Management, Leadership, Analysis, Training, Employee Training, Business Analysis, CRM, Software Documentation, Data Analysis, Business Process..., Business Process..., Process Improvement
Education
GE 2009 — 2012
Six Sigma, Banking and Financial Support Services
St. Xavier's College 2004 — 2006
Bachelor, Commerce, A
Microsoft 2003 — 2004
Diploma in Computers, Software & Hardware, A
Ryan Nabor's Merrill Lynch Experience January 2013 - May 2013
Job CPQ Consultant at Oracle
Industry Higher Education
Experience
Oracle January 2015 - Present
Northwest Investment Club January 2009 - Present
Salerno Law Group January 2014 - July 2014
Merrill Lynch January 2013 - May 2013
Fitch Even Tabin & Flannery January 2009 - August 2012
Cutco, Vector Sales April 2010 - August 2010
Skills
Time Management, Outlook, Microsoft Office, Social Media, Leadership, Team Building, Management, Public Speaking, Microsoft Word, Customer Service, Microsoft Excel, Research
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics and Finance, Senior
Oracle January 2015 - Present
Northwest Investment Club January 2009 - Present
Salerno Law Group January 2014 - July 2014
Merrill Lynch January 2013 - May 2013
Fitch Even Tabin & Flannery January 2009 - August 2012
Cutco, Vector Sales April 2010 - August 2010
Skills
Time Management, Outlook, Microsoft Office, Social Media, Leadership, Team Building, Management, Public Speaking, Microsoft Word, Customer Service, Microsoft Excel, Research
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics and Finance, Senior
Joseph Bidwill Joseph Bidwill's Merrill Lynch Experience March 1980 - June 1990
Job CEO/Founder at Fontana Custom Homes
Industry Construction
Experience
Fontana Custom Homes January 2004 - Present
Kennedy Homes 1999 - 2004
Neumann Homes 1994 - 1999
Merrill Lynch March 1980 - June 1990
Education
St. Norbert College 1972 — 1976
B.A., Communications
Fontana Custom Homes January 2004 - Present
Kennedy Homes 1999 - 2004
Neumann Homes 1994 - 1999
Merrill Lynch March 1980 - June 1990
Education
St. Norbert College 1972 — 1976
B.A., Communications
Adam Wiley's Merrill Lynch Experience June 2008 - September 2008
Job Litigation Associate at Wood, Smith, Henning & Berman LLP
Industry Law Practice
Experience
Wood, Smith, Henning & Berman LLP June 2015 - Present
Prindle, Amaro, Goetz, Hillyard, Barnes & Reinholtz LLP August 2014 - June 2015
Prindle, Amaro, Goetz, Hillyard, Barnes & Reinholtz LLP June 2013 - May 2014
California Court of Appeal, Fourth District May 2012 - August 2012
Law Foundation of Silicon Valley July 2010 - September 2010
Merrill Lynch June 2008 - September 2008
Education
UCLA School of Law 2011 — 2014
J.D.
Stanford University 2007 — 2011
B.A., History
McAlester High School 2003 — 2007
Wood, Smith, Henning & Berman LLP June 2015 - Present
Prindle, Amaro, Goetz, Hillyard, Barnes & Reinholtz LLP August 2014 - June 2015
Prindle, Amaro, Goetz, Hillyard, Barnes & Reinholtz LLP June 2013 - May 2014
California Court of Appeal, Fourth District May 2012 - August 2012
Law Foundation of Silicon Valley July 2010 - September 2010
Merrill Lynch June 2008 - September 2008
Education
UCLA School of Law 2011 — 2014
J.D.
Stanford University 2007 — 2011
B.A., History
McAlester High School 2003 — 2007
Tivanka Ellawala's Merrill Lynch Experience August 1996 - July 1999
Job CFO at Endurance International Group
Industry Information Technology and Services
Experience
Endurance International Group December 2012 - Present
Microsoft May 2009 - August 2012
Microsoft March 2008 - May 2009
Microsoft August 1999 - March 2007
Merrill Lynch August 1996 - July 1999
Skills
Strategy, Business Development, Corporate Development, Strategic Financial..., Business Operations, Internal Controls, Financial Controlling, Mobile Devices, Entertainment, Video Games, New Media, Financial Analysis, Venture Capital, Mergers, Private Equity, M&A experience, Management, Mergers & Acquisitions, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Joint Ventures, Cross-functional Team..., Leadership, Investment Banking, Finance, Visionary, Financial Planning
Education
Stanford University 1991 — 1996
MA/BA
Endurance International Group December 2012 - Present
Microsoft May 2009 - August 2012
Microsoft March 2008 - May 2009
Microsoft August 1999 - March 2007
Merrill Lynch August 1996 - July 1999
Skills
Strategy, Business Development, Corporate Development, Strategic Financial..., Business Operations, Internal Controls, Financial Controlling, Mobile Devices, Entertainment, Video Games, New Media, Financial Analysis, Venture Capital, Mergers, Private Equity, M&A experience, Management, Mergers & Acquisitions, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Joint Ventures, Cross-functional Team..., Leadership, Investment Banking, Finance, Visionary, Financial Planning
Education
Stanford University 1991 — 1996
MA/BA
Eddie Wen's Merrill Lynch Experience March 1995 - August 1997
Job
Industry Financial Services
Experience
JP Morgan Chase June 2006 - Present
Goldman Sachs August 1997 - June 2006
Merrill Lynch March 1995 - August 1997
Morgan Stanley June 1994 - March 1995
Education
Stanford University 1993 — 1994
MS
University of California, Berkeley 1989 — 1993
BS
JP Morgan Chase June 2006 - Present
Goldman Sachs August 1997 - June 2006
Merrill Lynch March 1995 - August 1997
Morgan Stanley June 1994 - March 1995
Education
Stanford University 1993 — 1994
MS
University of California, Berkeley 1989 — 1993
BS
Carlos Mladineo, CFA's Merrill Lynch Experience July 2011 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Mutual of America October 2006 - August 2009
TIAA-CREF June 2005 - August 2006
Skills
Series 7, Series 66, CFA
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance
Stanford University 1997 — 2003
BA, Sociology
Merrill Lynch July 2011 - Present
Mutual of America October 2006 - August 2009
TIAA-CREF June 2005 - August 2006
Skills
Series 7, Series 66, CFA
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance
Stanford University 1997 — 2003
BA, Sociology
Jennifer Kitrel's Merrill Lynch Experience July 2013 - Present
Job Client Associate at Merrill Lynch, Leesburg, Virginia
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Self-employed June 2011 - Present
Loudoun Free Clinic June 2010 - June 2011
Onlife Health July 2007 - June 2010
OptumHealth May 2005 - July 2007
UnitedHealthcare December 1995 - June 2000
Skills
Healthcare, Disease Management, Managed Care, Strategic Planning, Employee Benefits, Health Insurance, Employee Wellness, Account Management, Customer Service, Team Building, Marketing, Healthcare Information..., Sales, Presentations, Nationally Certified...
Education
Webster University
MA, Business, Real Estate Management
Webster University
BA, Business Management
St. Louis Community College
Associate of Science (AS), Legal Assistant Studies
Merrill Lynch July 2013 - Present
Self-employed June 2011 - Present
Loudoun Free Clinic June 2010 - June 2011
Onlife Health July 2007 - June 2010
OptumHealth May 2005 - July 2007
UnitedHealthcare December 1995 - June 2000
Skills
Healthcare, Disease Management, Managed Care, Strategic Planning, Employee Benefits, Health Insurance, Employee Wellness, Account Management, Customer Service, Team Building, Marketing, Healthcare Information..., Sales, Presentations, Nationally Certified...
Education
Webster University
MA, Business, Real Estate Management
Webster University
BA, Business Management
St. Louis Community College
Associate of Science (AS), Legal Assistant Studies
Cindy Deatly Ross's Merrill Lynch Experience January 1985 - July 1991
Job Platform Tennis Professional, NOE Pond, Head Stroke Technician, ELITE SWIM CLUB, District Manager, ARBONNE INTERNATIONAL
Industry Professional Training & Coaching
Experience
NOE POND Club, Elite Swim Club, ARBONNE International December 2009 - Present
Merrill Lynch January 1985 - July 1991
Education
St. Lawrence University 1980 — 1984
Sociology
NOE POND Club, Elite Swim Club, ARBONNE International December 2009 - Present
Merrill Lynch January 1985 - July 1991
Education
St. Lawrence University 1980 — 1984
Sociology
Brooke Crosland Rupp's Merrill Lynch Experience January 2009 - March 2011
Job Senior Portfolio Analyst at Financial Engines
Industry Banking
Experience
Financial Engines May 2011 - Present
Merrill Lynch January 2009 - March 2011
Interbank FX June 2007 - September 2007
Zions Bank June 2006 - August 2006
Skills
Fixed Income, Portfolio Management, Derivatives, Financial Modeling, Valuation, Microsoft Office, Equity Derivatives, Quantitative Analytics, Investment Management, Analytics, Equities, Bloomberg, Investments, Asset Allocation, Statistical Modeling, Financial Analysis, Hedge Funds, Quantitative Finance, VBA, Capital Markets, Microsoft Excel, Investment Strategies, Technical Analysis
Education
Stanford University 2007 — 2009
Masters of Science
Tufts University 2004 — 2007
Bachelor of Arts
Financial Engines May 2011 - Present
Merrill Lynch January 2009 - March 2011
Interbank FX June 2007 - September 2007
Zions Bank June 2006 - August 2006
Skills
Fixed Income, Portfolio Management, Derivatives, Financial Modeling, Valuation, Microsoft Office, Equity Derivatives, Quantitative Analytics, Investment Management, Analytics, Equities, Bloomberg, Investments, Asset Allocation, Statistical Modeling, Financial Analysis, Hedge Funds, Quantitative Finance, VBA, Capital Markets, Microsoft Excel, Investment Strategies, Technical Analysis
Education
Stanford University 2007 — 2009
Masters of Science
Tufts University 2004 — 2007
Bachelor of Arts
Cooper Blackhurst's Merrill Lynch Experience December 2004 - January 2006
Job Sr Director MXCS at MX
Industry Consumer Electronics
Experience
MX March 2015 - Present
Apple April 2013 - June 2014
Apple Retail March 2012 - April 2013
Apple January 2011 - March 2012
Apple March 2008 - January 2011
Firstline Security / Conexus January 2007 - March 2008
Firstline Security / Conexus January 2006 - January 2007
Merrill Lynch December 2004 - January 2006
Skills
marketing, Operations Management, Supply Chain Management, Cross-functional Team..., Sourcing, Product Management, Business Development, Start-ups, Strategy, Product Marketing, Business Strategy, Competitive Analysis, Sales, Product Development, Strategic Planning, Forecasting, Marketing Strategy, Account Management, Leadership, Management, New Business Development, Program Management, Project Management, strat, Marketing, Salesforce.com, Mobile Devices, Analytics, SaaS, E-commerce
Education
Stanford University 2003 — 2004
Master of Arts (MA), Sociology, Organizational Science and Stratification
Stanford University 1998 — 2003
Bachelor of Arts (BA), Public Policy w Focus in Business Policy
Stanford University 1998 — 2003
Full-ride Scholarship Athlete, Stanford Football Team
MX March 2015 - Present
Apple April 2013 - June 2014
Apple Retail March 2012 - April 2013
Apple January 2011 - March 2012
Apple March 2008 - January 2011
Firstline Security / Conexus January 2007 - March 2008
Firstline Security / Conexus January 2006 - January 2007
Merrill Lynch December 2004 - January 2006
Skills
marketing, Operations Management, Supply Chain Management, Cross-functional Team..., Sourcing, Product Management, Business Development, Start-ups, Strategy, Product Marketing, Business Strategy, Competitive Analysis, Sales, Product Development, Strategic Planning, Forecasting, Marketing Strategy, Account Management, Leadership, Management, New Business Development, Program Management, Project Management, strat, Marketing, Salesforce.com, Mobile Devices, Analytics, SaaS, E-commerce
Education
Stanford University 2003 — 2004
Master of Arts (MA), Sociology, Organizational Science and Stratification
Stanford University 1998 — 2003
Bachelor of Arts (BA), Public Policy w Focus in Business Policy
Stanford University 1998 — 2003
Full-ride Scholarship Athlete, Stanford Football Team
Oliver Mintz's Merrill Lynch Experience May 2001 - May 2002
Job Army Officer
Industry Military
Experience
Texas Army National Guard October 2001 - Present
The Home Depot 2002 - 2003
Merrill Lynch May 2001 - May 2002
Skills
Leadership, Web Design, E-commerce, Military, Army, Military Operations, Operational Planning, Military Experience, Command, Security Clearance, National Security, Force Protection, DoD, Defense, Counterinsurgency
Education
United States Military Academy at West Point 1992 — 1996
Bachelor of Science (BS), English and Philosophy
St. Mary's University 2013 — 2018
Doctor of Law (J.D.), Law
University of Texas at Tyler 2004 — 2007
MBA, Management
Texas A&M University 2007 — 2010
Graduate Certificate, International Relations and Affairs
Texas Army National Guard October 2001 - Present
The Home Depot 2002 - 2003
Merrill Lynch May 2001 - May 2002
Skills
Leadership, Web Design, E-commerce, Military, Army, Military Operations, Operational Planning, Military Experience, Command, Security Clearance, National Security, Force Protection, DoD, Defense, Counterinsurgency
Education
United States Military Academy at West Point 1992 — 1996
Bachelor of Science (BS), English and Philosophy
St. Mary's University 2013 — 2018
Doctor of Law (J.D.), Law
University of Texas at Tyler 2004 — 2007
MBA, Management
Texas A&M University 2007 — 2010
Graduate Certificate, International Relations and Affairs
Susan Hagerty Le May's Merrill Lynch Experience January 1983 - January 1987
Job Chairperson, International Alliance Associates, LLC.
Industry Venture Capital & Private Equity
Experience
International Alliance Associates, LLC January 2000 - Present
Lehman Brothers January 1987 - January 1990
Merrill Lynch January 1983 - January 1987
Gulf Oil Corporation January 1977 - January 1982
Hagerty Hurley & Associates 1980 - 1981
Skills
Mergers & Acquisitions, Private Equity, Strategy, Investments, Venture Capital, Due Diligence, Corporate Finance, Entrepreneurship, Portfolio Management, Asset Management, Investment Banking, Emerging Markets, Finance, Business Development, Management, Asset Managment, Valuation, Negotiation, Strategic Planning, Project Finance, Risk Management, Capital Markets, Start-ups, Business Strategy, Financial Analysis, Leadership, Financial Modeling, Financial Structuring, Alternative Investments, Real Estate, Market Research, Commodity, Joint Ventures, Restructuring, Marketing Strategy, IPO, LBO, Investment Management, Corporate Development, Financial Services, Program Management, Funding, Market Analysis, Management Consulting, Fund Of Funds, Financial Advisory, Leadership Development, Oil/Gas, Technology, Professional Services
Education
University of Oregon
MSc and BS, Public Administration & Gerontology
Stanford University
International Business
Stanford University Graduate School of Business
International Business, excellent
International Alliance Associates, LLC January 2000 - Present
Lehman Brothers January 1987 - January 1990
Merrill Lynch January 1983 - January 1987
Gulf Oil Corporation January 1977 - January 1982
Hagerty Hurley & Associates 1980 - 1981
Skills
Mergers & Acquisitions, Private Equity, Strategy, Investments, Venture Capital, Due Diligence, Corporate Finance, Entrepreneurship, Portfolio Management, Asset Management, Investment Banking, Emerging Markets, Finance, Business Development, Management, Asset Managment, Valuation, Negotiation, Strategic Planning, Project Finance, Risk Management, Capital Markets, Start-ups, Business Strategy, Financial Analysis, Leadership, Financial Modeling, Financial Structuring, Alternative Investments, Real Estate, Market Research, Commodity, Joint Ventures, Restructuring, Marketing Strategy, IPO, LBO, Investment Management, Corporate Development, Financial Services, Program Management, Funding, Market Analysis, Management Consulting, Fund Of Funds, Financial Advisory, Leadership Development, Oil/Gas, Technology, Professional Services
Education
University of Oregon
MSc and BS, Public Administration & Gerontology
Stanford University
International Business
Stanford University Graduate School of Business
International Business, excellent
Jonathan Weibrecht's Merrill Lynch Experience September 2008 - Present
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Lehman Brothers June 2007 - September 2008
Education
Washington University in St. Louis 2005 — 2007
St. Lawrence University 2003 — 2005
Merrill Lynch September 2008 - Present
Lehman Brothers June 2007 - September 2008
Education
Washington University in St. Louis 2005 — 2007
St. Lawrence University 2003 — 2005
Chris Mennis's Merrill Lynch Experience February 1994 - February 1996
Job Owner, New Wave Energy LLC
Industry Oil & Energy
Experience
New Wave Energy LLC August 1996 - Present
Merrill Lynch February 1994 - February 1996
Prudential Securities 1985 - 1994
Gulf Oil Trading Company July 1981 - July 1984
Skills
Commodity, Trading, Equities, Energy, Economics, Petroleum, Options, Hedging, Portfolio Management, Derivatives, Investments, Mutual Funds, Asset Management
Education
Stanford University 1974 — 1978
Bachelor's degree, Economics
School of Hard Knocks, Prudhoe Bay, Alaska
New Wave Energy LLC August 1996 - Present
Merrill Lynch February 1994 - February 1996
Prudential Securities 1985 - 1994
Gulf Oil Trading Company July 1981 - July 1984
Skills
Commodity, Trading, Equities, Energy, Economics, Petroleum, Options, Hedging, Portfolio Management, Derivatives, Investments, Mutual Funds, Asset Management
Education
Stanford University 1974 — 1978
Bachelor's degree, Economics
School of Hard Knocks, Prudhoe Bay, Alaska
Colin Hynson's Merrill Lynch Experience 1989 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Closed-End Fund Advisors April 2010 - Present
Wachovia 1998 - 2007
Nat West 1996 - 1998
Merrill Lynch 1989 - 1996
Skills
Asset Management, FINRA, Portfolio Management, Wealth Management, Electronic Trading, Business Development, Capital Markets, Trading, Equities, Retirement Planning, Mutual Funds, Bloomberg, Bonds, Risk Management, Series 7, Series 63, Derivatives, ETFs, Equity Trading, Asset Managment, Alternative Investments, Equity Research, Hedge Funds, Investments, Financial Modeling, Strategic Financial..., Financial Services, Financial Markets, Securities, Investment Banking, Trading Systems, Asset Allocation, Financial Analysis, Retirement, Fixed Income, Options
Education
St. Lawrence University 1980 — 1984
Rye High School
Closed-End Fund Advisors April 2010 - Present
Wachovia 1998 - 2007
Nat West 1996 - 1998
Merrill Lynch 1989 - 1996
Skills
Asset Management, FINRA, Portfolio Management, Wealth Management, Electronic Trading, Business Development, Capital Markets, Trading, Equities, Retirement Planning, Mutual Funds, Bloomberg, Bonds, Risk Management, Series 7, Series 63, Derivatives, ETFs, Equity Trading, Asset Managment, Alternative Investments, Equity Research, Hedge Funds, Investments, Financial Modeling, Strategic Financial..., Financial Services, Financial Markets, Securities, Investment Banking, Trading Systems, Asset Allocation, Financial Analysis, Retirement, Fixed Income, Options
Education
St. Lawrence University 1980 — 1984
Rye High School
James Birbara's Merrill Lynch Experience 2003 - 2010
Job Executive Professional Sales Representative
Industry Pharmaceuticals
Experience
Mylan Specialty November 2010 - Present
Merrill Lynch 2003 - 2010
Sanofi 2000 - 2003
Rhone-Poulenc Rorer 1998 - 2000
Cardinal Health 1995 - 1998
Skills
Managed Care, Pharmaceutical Sales, Pharmaceutical Industry, Product Launch, Medical Devices, Cardiology
Education
St. Lawrence University 1989 — 1993
Suffield Academy
Mylan Specialty November 2010 - Present
Merrill Lynch 2003 - 2010
Sanofi 2000 - 2003
Rhone-Poulenc Rorer 1998 - 2000
Cardinal Health 1995 - 1998
Skills
Managed Care, Pharmaceutical Sales, Pharmaceutical Industry, Product Launch, Medical Devices, Cardiology
Education
St. Lawrence University 1989 — 1993
Suffield Academy
Tim Ryder's Merrill Lynch Experience January 2001 - January 2002
Job Systems Administrator at Montclair Radiology
Industry Information Technology and Services
Experience
Montclair Radiology 2013 - Present
Obelisk Consulting November 2010 - March 2013
JP Morgan Chase/Bear Stearns 2004 - 2009
Temel, Inc 2002 - 2004
Merrill Lynch January 2001 - January 2002
TheStreet.com January 2000 - January 2001
FreeRide Media January 1999 - January 2000
Blue Marble ACG January 1996 - January 1999
Skills
Solaris, Linux
Education
St. Thomas Aquinas College 1996 — 1998
Montclair Radiology 2013 - Present
Obelisk Consulting November 2010 - March 2013
JP Morgan Chase/Bear Stearns 2004 - 2009
Temel, Inc 2002 - 2004
Merrill Lynch January 2001 - January 2002
TheStreet.com January 2000 - January 2001
FreeRide Media January 1999 - January 2000
Blue Marble ACG January 1996 - January 1999
Skills
Solaris, Linux
Education
St. Thomas Aquinas College 1996 — 1998
adam savin's Merrill Lynch Experience 2005 - 2008
Job Trader
Industry Investment Management
Experience
Booth Creek Capital Management LP November 2008 - Present
Merrill Lynch 2005 - 2008
Morgan Stanley 1997 - 2005
Skills
Alternative Investments, Bloomberg, Derivatives, Equities, Equity Derivatives, Equity Trading, Fixed Income, Hedge Funds, Investments, Long/Short Equity, Management, Mutual Funds, Portfolio Management, Private Equity, Risk Management, Series 7, Trading, Trading Systems
Education
St. Lawrence University 1988 — 1992
Booth Creek Capital Management LP November 2008 - Present
Merrill Lynch 2005 - 2008
Morgan Stanley 1997 - 2005
Skills
Alternative Investments, Bloomberg, Derivatives, Equities, Equity Derivatives, Equity Trading, Fixed Income, Hedge Funds, Investments, Long/Short Equity, Management, Mutual Funds, Portfolio Management, Private Equity, Risk Management, Series 7, Trading, Trading Systems
Education
St. Lawrence University 1988 — 1992
Chris Clapp's Merrill Lynch Experience 1993 - 1996
Job CC Wintersport LLC / Briko USA
Industry Sporting Goods
Experience
CC Wintersport LLC / Briko USA Alpine Director - Product Dev., Sales and MarketingFischer SkisAugust 2000 - December 2005
Rise Ski Boots January 1999 - August 2000
Tecnica/Volkl August 1996 - January 1999
American Skiing Company 1996 - 1997
Merrill Lynch 1993 - 1996
Skills
Sales Management, Sales, Retail, Merchandising, Sporting Goods, Apparel, Product Development, Marketing, Product Marketing, New Business Development, Start-ups, Marketing Strategy, Advertising, Trade Shows, Brand Management, Sales Operations, Social Media Marketing, Brand Development
Education
St. Lawrence University 1988 — 1992
BA, Economics
CC Wintersport LLC / Briko USA Alpine Director - Product Dev., Sales and MarketingFischer SkisAugust 2000 - December 2005
Rise Ski Boots January 1999 - August 2000
Tecnica/Volkl August 1996 - January 1999
American Skiing Company 1996 - 1997
Merrill Lynch 1993 - 1996
Skills
Sales Management, Sales, Retail, Merchandising, Sporting Goods, Apparel, Product Development, Marketing, Product Marketing, New Business Development, Start-ups, Marketing Strategy, Advertising, Trade Shows, Brand Management, Sales Operations, Social Media Marketing, Brand Development
Education
St. Lawrence University 1988 — 1992
BA, Economics
Peter Schibli's Merrill Lynch Experience 2001 - 2003
Job Managing Director at Sheffield Haworth
Industry Financial Services
Experience
Sheffield Haworth September 2014 - Present
PFS Associates August 2004 - September 2014
Putnam Lovell NBF 2003 - 2004
Merrill Lynch 2001 - 2003
HI Hunt & Company 1997 - 2001
Chase Manhattan Bank 1990 - 1994
Education
Saint Lawrence University 1986 — 1990
BA, Government
Sheffield Haworth September 2014 - Present
PFS Associates August 2004 - September 2014
Putnam Lovell NBF 2003 - 2004
Merrill Lynch 2001 - 2003
HI Hunt & Company 1997 - 2001
Chase Manhattan Bank 1990 - 1994
Education
Saint Lawrence University 1986 — 1990
BA, Government
Renee S. Newell's Merrill Lynch Experience May 1994 - August 1999
Job Assistant Professor
Industry Higher Education
Experience
Hodges University January 2009 - Present
Your home October 2001 - May 2011
Tommie Barfield Elementary School November 2004 - August 2005
North Collier Hospital, YMCA of Collier County, Gold's Gym November 2001 - November 2004
Merrill Lynch May 1994 - August 1999
Tropicana Products, Inc. October 1991 - May 1994
Richardson Realty January 1987 - May 1994
Computer Ink! August 1990 - October 1991
Pine View School for the Gifted June 1987 - June 1990
Arvida Corporation November 1986 - June 1987
Skills
Teaching, Yoga, Meditation, Curriculum Design, Public Speaking, Lifestyle, Microsoft Office, Strategic Planning, Marketing, Nutrition, Higher Education, Hatha Yoga, Leadership, Stress Management, Wellness, Social Networking, ESL, Holistic Health, Event Planning, Editing, Adult Education, Training, Staff Development, Student Affairs, Instructional Design, Curriculum Development, Nonprofits, Program Development, E-Learning, Community Outreach, Research
Education
University of South Florida 1988 — 1990
MA, Gifted Education
St. Lawrence University 1981 — 1984
BA, French Language & Literature
Hodges University
Cerified Addiction Professional (CAP) Courses (6)
Florida Department of Education 2005 — 2010
Elementary Education and Teaching
Himalayan Institute, Allahabad, India 2003 — 2003
500-hour Advanced Yoga Training Certificate, Yoga
Prem Yoga & Wellness 2002 — 2002
200-hour Yoga Training Certificate, Yoga
Prem Yoga & Wellness 2001 — 2001
Prenatal Yoga Training Certificate, Yoga
Merrill Lynch 1996 — 1996
CFM, Certified Financial Manager
Merrill Lynch 1994 — 1994
Certified Financial Manager, Investment
University of Sarasota 1993 — 1994
MBA, Finance & Economics
Hodges University January 2009 - Present
Your home October 2001 - May 2011
Tommie Barfield Elementary School November 2004 - August 2005
North Collier Hospital, YMCA of Collier County, Gold's Gym November 2001 - November 2004
Merrill Lynch May 1994 - August 1999
Tropicana Products, Inc. October 1991 - May 1994
Richardson Realty January 1987 - May 1994
Computer Ink! August 1990 - October 1991
Pine View School for the Gifted June 1987 - June 1990
Arvida Corporation November 1986 - June 1987
Skills
Teaching, Yoga, Meditation, Curriculum Design, Public Speaking, Lifestyle, Microsoft Office, Strategic Planning, Marketing, Nutrition, Higher Education, Hatha Yoga, Leadership, Stress Management, Wellness, Social Networking, ESL, Holistic Health, Event Planning, Editing, Adult Education, Training, Staff Development, Student Affairs, Instructional Design, Curriculum Development, Nonprofits, Program Development, E-Learning, Community Outreach, Research
Education
University of South Florida 1988 — 1990
MA, Gifted Education
St. Lawrence University 1981 — 1984
BA, French Language & Literature
Hodges University
Cerified Addiction Professional (CAP) Courses (6)
Florida Department of Education 2005 — 2010
Elementary Education and Teaching
Himalayan Institute, Allahabad, India 2003 — 2003
500-hour Advanced Yoga Training Certificate, Yoga
Prem Yoga & Wellness 2002 — 2002
200-hour Yoga Training Certificate, Yoga
Prem Yoga & Wellness 2001 — 2001
Prenatal Yoga Training Certificate, Yoga
Merrill Lynch 1996 — 1996
CFM, Certified Financial Manager
Merrill Lynch 1994 — 1994
Certified Financial Manager, Investment
University of Sarasota 1993 — 1994
MBA, Finance & Economics
Andrew Flessel's Merrill Lynch Experience February 2000 - August 2004
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments August 2004 - Present
Merrill Lynch February 2000 - August 2004
Hewlett-Packard 1992 - 2000
Hewlett-Packard 1987 - 1990
San Benito High School 1985 - 1987
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA
Stanford University 1986 — 1987
Teaching Credential, Mathematics
University of California, Davis 1981 — 1985
BS, Mathematics
Fidelity Investments August 2004 - Present
Merrill Lynch February 2000 - August 2004
Hewlett-Packard 1992 - 2000
Hewlett-Packard 1987 - 1990
San Benito High School 1985 - 1987
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA
Stanford University 1986 — 1987
Teaching Credential, Mathematics
University of California, Davis 1981 — 1985
BS, Mathematics
Paul Freitag's Merrill Lynch Experience March 1998 - March 2000
Job Account Executive Director, Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2015 - Present
Principal Financial Group January 2005 - Present
Meeder Investment Management April 2003 - December 2004
General Pension Planning Corp. March 2000 - November 2001
Merrill Lynch March 1998 - March 2000
National City Bank February 1997 - March 1998
Fidelity Investments April 1995 - November 1997
Skills
Series 24, Public Speaking, Investment Advisory, Retirement Plan..., Qualified Retirement..., Team Leadership, Triathlon, Enrollment Services, Employee Benefits, Series 7, Relationship Mgmt, Pensions, Presentations, 401k, Defined Contribution, Larkspur, Morningstar, Defined Benefit, Profit Sharing, Retirement, Relationship Management, Investments, Asset Allocation, Financial Services, Investment Strategies, 403 b, FINRA, Mutual Funds, Retirement Planning, Financial Advisory, Series 6
Education
St. Joseph's College (IN) 1980 — 1984
BS, Accounting
Principal Financial Group October 2015 - Present
Principal Financial Group January 2005 - Present
Meeder Investment Management April 2003 - December 2004
General Pension Planning Corp. March 2000 - November 2001
Merrill Lynch March 1998 - March 2000
National City Bank February 1997 - March 1998
Fidelity Investments April 1995 - November 1997
Skills
Series 24, Public Speaking, Investment Advisory, Retirement Plan..., Qualified Retirement..., Team Leadership, Triathlon, Enrollment Services, Employee Benefits, Series 7, Relationship Mgmt, Pensions, Presentations, 401k, Defined Contribution, Larkspur, Morningstar, Defined Benefit, Profit Sharing, Retirement, Relationship Management, Investments, Asset Allocation, Financial Services, Investment Strategies, 403 b, FINRA, Mutual Funds, Retirement Planning, Financial Advisory, Series 6
Education
St. Joseph's College (IN) 1980 — 1984
BS, Accounting
Emile Chamoun's Merrill Lynch Experience June 2010 - August 2010
Job Quantitative Researcher at Citadel LLC
Industry Financial Services
Experience
Citadel LLC June 2015 - Present
Citadel LLC July 2011 - June 2015
Merrill Lynch June 2010 - August 2010
Bain Capital June 2009 - September 2009
Cisco Systems June 2008 - September 2008
Education
Stanford University 2009 — 2011
Master of Science, Financial Mathematics
Stanford University 2006 — 2010
Bachelor of Science, Electrical Engineering (Computer Software Concentration)
Citadel LLC June 2015 - Present
Citadel LLC July 2011 - June 2015
Merrill Lynch June 2010 - August 2010
Bain Capital June 2009 - September 2009
Cisco Systems June 2008 - September 2008
Education
Stanford University 2009 — 2011
Master of Science, Financial Mathematics
Stanford University 2006 — 2010
Bachelor of Science, Electrical Engineering (Computer Software Concentration)
Patricia Roth's Merrill Lynch Experience September 1997 - August 1998
Job Business OwnerBusiness Development
Industry Consumer Goods
Experience
Rodan + Fields Dermatologists April 2013 - Present
TBL Business Development Inc. July 2005 - December 2013
Federal-Mogul Holdings Corporation May 2001 - May 2005
Shoe Carnival, Inc. September 1998 - May 2001
Merrill Lynch September 1997 - August 1998
Skills
Credit, Strategic Planning, Budgets, Customer Service, Coaching, Event Planning, Fundraising, Leadership, Marketing, Operations Management, Process Improvement, Public Speaking, Sales Management, Team Building
Education
St. Norbert College 1993 — 1997
Bachelor's Degree, Accounting and Business/Management
Roncalli High School
Rodan + Fields Dermatologists April 2013 - Present
TBL Business Development Inc. July 2005 - December 2013
Federal-Mogul Holdings Corporation May 2001 - May 2005
Shoe Carnival, Inc. September 1998 - May 2001
Merrill Lynch September 1997 - August 1998
Skills
Credit, Strategic Planning, Budgets, Customer Service, Coaching, Event Planning, Fundraising, Leadership, Marketing, Operations Management, Process Improvement, Public Speaking, Sales Management, Team Building
Education
St. Norbert College 1993 — 1997
Bachelor's Degree, Accounting and Business/Management
Roncalli High School
Barbara Wayne's Merrill Lynch Experience ManagerJPMorgan ChaseFebruary 2000 - July 2007
Job Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch ManagerJPMorgan ChaseFebruary 2000 - July 2007
Education
St. Petersburg College
AA, Business
Merrill Lynch ManagerJPMorgan ChaseFebruary 2000 - July 2007
Education
St. Petersburg College
AA, Business
Bud Mauger's Merrill Lynch Experience August 1998 - September 2002
Job Regional VP Planning and Guidance at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Horan Capital and Schiavi and Dattani January 2012 - Present
Fidelity Investments September 2002 - January 2012
Merrill Lynch August 1998 - September 2002
Prudential Financial September 1996 - August 1998
Education
St. Mary's College of Maryland
BA, Econonmics
Fidelity Investments July 2015 - Present
Horan Capital and Schiavi and Dattani January 2012 - Present
Fidelity Investments September 2002 - January 2012
Merrill Lynch August 1998 - September 2002
Prudential Financial September 1996 - August 1998
Education
St. Mary's College of Maryland
BA, Econonmics
Sasha Ahuja's Merrill Lynch Experience Vice President, Private WealthMerrill Lynch1991 - Present
Job Vice President, Private Wealth at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Vice President, Private WealthMerrill Lynch1991 - Present
Merrill Lynch 1991 - 1995
Education
University of Massachusetts Boston 1978 — 1979
MA, History and International Relations
Mayo College
St. Xavier School - Delhi
Merrill Lynch Vice President, Private WealthMerrill Lynch1991 - Present
Merrill Lynch 1991 - 1995
Education
University of Massachusetts Boston 1978 — 1979
MA, History and International Relations
Mayo College
St. Xavier School - Delhi
Alex Camacho's Merrill Lynch Experience May 1995 - April 1997
Job Executive Territory Business Manager Immunoscience at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb June 2015 - Present
Astra Zeneca February 2014 - May 2015
Bristol-Myers Squibb January 2000 - January 2014
Frost National Bank February 1999 - January 2000
Prudential Securities January 1998 - January 1999
Merrill Lynch May 1995 - April 1997
Skills
Pharmaceutical Sales, Cardiology, Diabetes, Pharmaceutical Industry, Neurology, Managed Care, Psychiatry, Sales Effectiveness, Market Access, Hospital Sales, New Business Development, Sales Operations, Neuroscience
Education
St. Mary's University
B.B.A., International Business
Bristol-Myers Squibb June 2015 - Present
Astra Zeneca February 2014 - May 2015
Bristol-Myers Squibb January 2000 - January 2014
Frost National Bank February 1999 - January 2000
Prudential Securities January 1998 - January 1999
Merrill Lynch May 1995 - April 1997
Skills
Pharmaceutical Sales, Cardiology, Diabetes, Pharmaceutical Industry, Neurology, Managed Care, Psychiatry, Sales Effectiveness, Market Access, Hospital Sales, New Business Development, Sales Operations, Neuroscience
Education
St. Mary's University
B.B.A., International Business
robert breslin's Merrill Lynch Experience May 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Breslin Consulting May 2009 - September 2011
NATIXIS Global Associates October 2005 - April 2009
Pioneer Investment Management February 2003 - September 2005
UBS January 2001 - January 2003
SailFirst.com, Inc January 1998 - January 2001
Education
Washington College 1996 — 1998
Master of Arts, 20th Century American History; History
St. Mary's College of Maryland 1986 — 1991
BA, History
Merrill Lynch May 2011 - Present
Breslin Consulting May 2009 - September 2011
NATIXIS Global Associates October 2005 - April 2009
Pioneer Investment Management February 2003 - September 2005
UBS January 2001 - January 2003
SailFirst.com, Inc January 1998 - January 2001
Education
Washington College 1996 — 1998
Master of Arts, 20th Century American History; History
St. Mary's College of Maryland 1986 — 1991
BA, History
Anders Sandberg's Merrill Lynch Experience October 2012 - May 2015
Job Branch Administrative Manager, UBS
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
Merrill Lynch October 2012 - May 2015
Ameriprise Financial Services, Inc. January 2005 - October 2012
Skills
FINRA series 4, 7, 24,..., CRPC - Chartered..., CFP - Certified...
Education
St. Olaf College 1997 — 2001
Economics
UBS Wealth Management May 2015 - Present
Merrill Lynch October 2012 - May 2015
Ameriprise Financial Services, Inc. January 2005 - October 2012
Skills
FINRA series 4, 7, 24,..., CRPC - Chartered..., CFP - Certified...
Education
St. Olaf College 1997 — 2001
Economics
anzar zaidi's Merrill Lynch Experience December 2013 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Wolters Kluwer April 2012 - December 2013
Merrill Lynch August 2010 - April 2012
Skills
Java, Oracle, SQL, HTML, JavaScript, Programming, XML, CSS, Windows, Eclipse, C, Agile Methodologies, Java Enterprise Edition, Web Services, SOA, Unix, JSP, Spring, Software Development, Spring Framework, SDLC
Education
University of Pennsylvania 2008 — 2010
MS, Computer Science and Information Technology
University of Mumbai 2006 — 2008
MSc, Physics
St. Xavier's College 2003 — 2006
BSc, Physics
Merrill Lynch December 2013 - Present
Wolters Kluwer April 2012 - December 2013
Merrill Lynch August 2010 - April 2012
Skills
Java, Oracle, SQL, HTML, JavaScript, Programming, XML, CSS, Windows, Eclipse, C, Agile Methodologies, Java Enterprise Edition, Web Services, SOA, Unix, JSP, Spring, Software Development, Spring Framework, SDLC
Education
University of Pennsylvania 2008 — 2010
MS, Computer Science and Information Technology
University of Mumbai 2006 — 2008
MSc, Physics
St. Xavier's College 2003 — 2006
BSc, Physics
Raymond Pillitteri's Merrill Lynch Experience August 1968 - June 2008
Job Retired
Industry Financial Services
Experience
Merrill Lynch August 1968 - June 2008
Merrill Lynch August 1968 - June 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Retail, Customer Service, Inventory Management, Team Leadership, Public Speaking, Leadership Development, Risk Management, Strategic Planning, Project Management, Financial Services, Financial Analysis, Microsoft Word, Banking, Team Building
Education
St. Petersburg College 1968 — 1971
Associate's degree, Business Administration and Management, General
Nutley High, Nutley NJ 1958 — 1962
Merrill Lynch August 1968 - June 2008
Merrill Lynch August 1968 - June 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Retail, Customer Service, Inventory Management, Team Leadership, Public Speaking, Leadership Development, Risk Management, Strategic Planning, Project Management, Financial Services, Financial Analysis, Microsoft Word, Banking, Team Building
Education
St. Petersburg College 1968 — 1971
Associate's degree, Business Administration and Management, General
Nutley High, Nutley NJ 1958 — 1962
Art Richardson's Merrill Lynch Experience July 1994 - May 1996
Job Principal at Delphian Capital Advisors, LLC
Industry Investment Management
Experience
Delphian Capital Advisors, LLC January 2014 - Present
KKR Prisma 2011 - 2014
Quattro Global Capital LLC May 2002 - February 2011
SG Cowen March 2001 - April 2002
Oaktree Capital Management July 1998 - February 2001
Merrill Lynch July 1994 - May 1996
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Bloomberg, Fixed Income, Portfolio Management, Capital Markets, Equities, Fund Of Funds, Derivatives, Risk Analytics, Investment Banking, Equity Derivatives
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Stanford University 1990 — 1994
Bachelor's degree, Economics
St. Paul's School. Concord, NH
Delphian Capital Advisors, LLC January 2014 - Present
KKR Prisma 2011 - 2014
Quattro Global Capital LLC May 2002 - February 2011
SG Cowen March 2001 - April 2002
Oaktree Capital Management July 1998 - February 2001
Merrill Lynch July 1994 - May 1996
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Bloomberg, Fixed Income, Portfolio Management, Capital Markets, Equities, Fund Of Funds, Derivatives, Risk Analytics, Investment Banking, Equity Derivatives
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Stanford University 1990 — 1994
Bachelor's degree, Economics
St. Paul's School. Concord, NH
Clare Yukevich's Merrill Lynch Experience June 1995 - September 2001
Job Supervisor Nursing Admin, Mgr.at Heritage Valley Health System
Industry Hospital & Health Care
Experience
Heritage Valley Health System July 2002 - Present
Merrill Lynch June 1995 - September 2001
Skills
Outlook, Staff Development, Data Entry, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Office Management, Customer Service, Process Scheduler, Research, Management, Event Planning, Team Building, Recruiting, Editing, Time Management, Social Networking, Teamwork, Leadership, Nonprofits, Healthcare Management, Software Documentation, Training, Operations Management, Teaching, Policy, Team Leadership, Sales, Hospitals, Social Media, Clinical Research, Healthcare Information..., Public Speaking, Program Management, Employee Relations, Community Outreach, Strategy, Data Analysis, Cross-functional Team..., Telephone Skills
Education
St. Norbert College 1971 — 1975
BA, English
Boylan Central Catholic High School 1967 — 1971
Heritage Valley Health System July 2002 - Present
Merrill Lynch June 1995 - September 2001
Skills
Outlook, Staff Development, Data Entry, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Office Management, Customer Service, Process Scheduler, Research, Management, Event Planning, Team Building, Recruiting, Editing, Time Management, Social Networking, Teamwork, Leadership, Nonprofits, Healthcare Management, Software Documentation, Training, Operations Management, Teaching, Policy, Team Leadership, Sales, Hospitals, Social Media, Clinical Research, Healthcare Information..., Public Speaking, Program Management, Employee Relations, Community Outreach, Strategy, Data Analysis, Cross-functional Team..., Telephone Skills
Education
St. Norbert College 1971 — 1975
BA, English
Boylan Central Catholic High School 1967 — 1971
Diane St.Pierre's Merrill Lynch Experience April 1993 - September 2003
Job
Industry
Experience
Merrill Lynch April 1993 - September 2003
Education
Ogdensburg Free Academy
St. Lawrence University
Merrill Lynch April 1993 - September 2003
Education
Ogdensburg Free Academy
St. Lawrence University
Bill Kaeli's Merrill Lynch Experience February 2001 - December 2011
Job Director Institutional Investment Group at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2012 - Present
Merrill Lynch February 2001 - December 2011
Herzog Heine & Gedeuld September 1996 - January 2001
Education
St. Lawrence University 1990 — 1994
BA, History
Oppenheimer & Co. Inc. March 2012 - Present
Merrill Lynch February 2001 - December 2011
Herzog Heine & Gedeuld September 1996 - January 2001
Education
St. Lawrence University 1990 — 1994
BA, History
Alan Tofig's Merrill Lynch Experience November 1988 - July 1993
Job Insurance Product Specialist
Industry Insurance
Experience
Brian K. Adams and Assoicates May 2013 - June 2015
The Hartford August 2010 - May 2013
MassMutual Financial Group May 2006 - July 2010
AXA July 1995 - June 2006
Donaldson, Lufkin & Jenrette August 1993 - July 1995
Merrill Lynch November 1988 - July 1993
The Grove School May 1985 - August 1988
Skills
Insurance, General Insurance
Education
St. Lawrence University 1979 — 1983
Bachelor's degree, Political Science and Government
Brian K. Adams and Assoicates May 2013 - June 2015
The Hartford August 2010 - May 2013
MassMutual Financial Group May 2006 - July 2010
AXA July 1995 - June 2006
Donaldson, Lufkin & Jenrette August 1993 - July 1995
Merrill Lynch November 1988 - July 1993
The Grove School May 1985 - August 1988
Skills
Insurance, General Insurance
Education
St. Lawrence University 1979 — 1983
Bachelor's degree, Political Science and Government
Elaine Bowling's Merrill Lynch Experience June 1989 - September 1993
Job Investment Management Professional
Industry Investment Management
Experience
Casa Bowling Church AdministratorChrist Central ChurchApril 2011 - October 2013
AllianceBernstein May 2000 - September 2003
Bank One March 1994 - April 2000
Merrill Lynch June 1989 - September 1993
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Microsoft Excel, Alternative Investments, Microsoft Office
Education
St. Mary's University
Casa Bowling Church AdministratorChrist Central ChurchApril 2011 - October 2013
AllianceBernstein May 2000 - September 2003
Bank One March 1994 - April 2000
Merrill Lynch June 1989 - September 1993
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Microsoft Excel, Alternative Investments, Microsoft Office
Education
St. Mary's University
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank