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
Arnulfo Ventura Arnulfo Ventura's Merrill Lynch Experience March 2002 - July 2006
Job VP Business Development at Califia Farms
Industry Food & Beverages
Experience
Califia Farms March 2015 - Present
Naked Emerging Brands (PepsiCo) August 2013 - Present
Cobá Drinks January 2011 - July 2013
Bonadea Drinks June 2008 - January 2011
Nestle USA May 2007 - August 2007
Merrill Lynch March 2002 - July 2006
Gensler Architects & Killefer Flammang Architects July 2000 - February 2002
Skills
Entrepreneurship, Strategy, Marketing, Product Development, Financial Modeling, Business Strategy, FMCG, Leadership, Competitive Analysis, Portfolio Management, Sales, Business Development, Investments, Due Diligence, Emerging Markets, Product Marketing, Microsoft Excel, New Business Development, Presentations, Sales Process, Management, Business Analysis, Sales Operations, Marketing Strategy, Sales Management, Market Research, Product Management, Account Management, Food & Beverage, E-commerce
Education
Stanford University Graduate School of Business 2006 — 2008
Master of Business Administration (MBA)
University of California, Berkeley 1996 — 2000
BA, Architecture
Califia Farms March 2015 - Present
Naked Emerging Brands (PepsiCo) August 2013 - Present
Cobá Drinks January 2011 - July 2013
Bonadea Drinks June 2008 - January 2011
Nestle USA May 2007 - August 2007
Merrill Lynch March 2002 - July 2006
Gensler Architects & Killefer Flammang Architects July 2000 - February 2002
Skills
Entrepreneurship, Strategy, Marketing, Product Development, Financial Modeling, Business Strategy, FMCG, Leadership, Competitive Analysis, Portfolio Management, Sales, Business Development, Investments, Due Diligence, Emerging Markets, Product Marketing, Microsoft Excel, New Business Development, Presentations, Sales Process, Management, Business Analysis, Sales Operations, Marketing Strategy, Sales Management, Market Research, Product Management, Account Management, Food & Beverage, E-commerce
Education
Stanford University Graduate School of Business 2006 — 2008
Master of Business Administration (MBA)
University of California, Berkeley 1996 — 2000
BA, Architecture
Juan David Borrero Juan David Borrero's Merrill Lynch Experience July 2012 - September 2013
Job Business Development at Snapchat, Inc.
Industry Computer Software
Experience
Snapchat, Inc. October 2013 - Present
Merrill Lynch July 2012 - September 2013
Skills
Business Development, Investments, Financial Modeling, Entrepreneurship, Research, Start-ups, Social Media, Valuation
Education
Stanford University 2008 — 2012
Bachelor of Arts (BA), Economics & International Relations
Snapchat, Inc. October 2013 - Present
Merrill Lynch July 2012 - September 2013
Skills
Business Development, Investments, Financial Modeling, Entrepreneurship, Research, Start-ups, Social Media, Valuation
Education
Stanford University 2008 — 2012
Bachelor of Arts (BA), Economics & International Relations
Caroline Pham Caroline Pham's Merrill Lynch Experience July 2009 - September 2009
Job Associate at Fisher & Phillips
Industry Law Practice
Experience
Fisher & Phillips LLP September 2015 - Present
Gonzalez Saggio & Harlan LLP May 2014 - July 2014
Lowe & Associates PC June 2013 - September 2013
Orange County Superior Court February 2012 - May 2012
Morgan Stanley Smith Barney August 2011 - February 2012
Warner Bros. Records January 2010 - March 2010
Merrill Lynch July 2009 - September 2009
Merrill Lynch June 2008 - September 2008
Abercrombie & Fitch June 2008 - September 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Legal Research, Legal Writing, English, Westlaw, Marketing, Facebook, Leadership, Social Media Marketing
Education
UCLA School of Law 2012 — 2015
Doctor of Law (JD), Business Law & Policy Specialization
Stanford Graduate School of Business 2011 — 2011
Summer Institute for General Management
University of California, Los Angeles 2007 — 2011
B.A., Mass Communications, Political Science
Fisher & Phillips LLP September 2015 - Present
Gonzalez Saggio & Harlan LLP May 2014 - July 2014
Lowe & Associates PC June 2013 - September 2013
Orange County Superior Court February 2012 - May 2012
Morgan Stanley Smith Barney August 2011 - February 2012
Warner Bros. Records January 2010 - March 2010
Merrill Lynch July 2009 - September 2009
Merrill Lynch June 2008 - September 2008
Abercrombie & Fitch June 2008 - September 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Legal Research, Legal Writing, English, Westlaw, Marketing, Facebook, Leadership, Social Media Marketing
Education
UCLA School of Law 2012 — 2015
Doctor of Law (JD), Business Law & Policy Specialization
Stanford Graduate School of Business 2011 — 2011
Summer Institute for General Management
University of California, Los Angeles 2007 — 2011
B.A., Mass Communications, Political Science
Suzanne LaTour Suzanne LaTour's Merrill Lynch Experience May 2009 - Present
Job CFP, CIMA First Vice President Wealth Mgt at Merrill Lynch
Industry Financial Services
Experience
GolfTEC June 2010 - Present
Merrill Lynch May 2009 - Present
Morgan Stanley Smith Barney April 1993 - May 2009
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Investments, Series 7, Wealth Management, Investment Strategies, Financial Advisory, Investment Management, Financial Services, Series 63, Asset Allocation, Investment Advisory, Alternative Investments, Retirement, Certified Financial..., Wealth Accumulation, Philanthropy, Wealth, Leadership
Education
LEAD SAN DIEGO
State University of New York - System
BS
University of Pennsylvania - The Wharton School
CIMA, Professional Certificate: Certified Investment Management Analyst
GolfTEC June 2010 - Present
Merrill Lynch May 2009 - Present
Morgan Stanley Smith Barney April 1993 - May 2009
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Investments, Series 7, Wealth Management, Investment Strategies, Financial Advisory, Investment Management, Financial Services, Series 63, Asset Allocation, Investment Advisory, Alternative Investments, Retirement, Certified Financial..., Wealth Accumulation, Philanthropy, Wealth, Leadership
Education
LEAD SAN DIEGO
State University of New York - System
BS
University of Pennsylvania - The Wharton School
CIMA, Professional Certificate: Certified Investment Management Analyst
Rich Steinmeier's Merrill Lynch Experience December 2008 - August 2011
Job Managing Director, Head of Emerging Affluent and the Wealth Advice Center at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management Americas August 2012 - Present
Merrill Edge February 2009 - August 2012
Merrill Lynch December 2008 - August 2011
Merrill Lynch February 2006 - December 2008
Merrill Lynch Retirement Group 2006 - 2007
McKinsey & Company 2002 - 2006
Education
Stanford University Graduate School of Business 2000 — 2002
MBA, Business
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance, Entrepreneurial Management
UBS Wealth Management Americas August 2012 - Present
Merrill Edge February 2009 - August 2012
Merrill Lynch December 2008 - August 2011
Merrill Lynch February 2006 - December 2008
Merrill Lynch Retirement Group 2006 - 2007
McKinsey & Company 2002 - 2006
Education
Stanford University Graduate School of Business 2000 — 2002
MBA, Business
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance, Entrepreneurial Management
Laurel Cecila Laurel Cecila's Merrill Lynch Experience July 1996 - February 2000
Job Chief Marketing Officer at Callaway Henderson Sotheby's International Realty
Industry Real Estate
Experience
Callaway Henderson Sotheby's International Realty March 2015 - Present
Callaway Henderson Sotheby's International Realty January 2005 - Present
N.T. Callaway Real Estate January 2005 - January 2012
Paytrust.com February 2000 - July 2002
Merrill Lynch July 1996 - February 2000
Merrill Lynch July 1994 - July 1996
Skills
Real Estate, Relocation, Residential, Listings, Selling, Buying, Sellers Agent, Buyers Agent, First Time Home Buyers, Move Up Buyers, Investors, Single Family Homes, Luxury Homes, Condos, Negotiation, Pricing, Pricing Strategy, Market Analysis, Marketing Strategy, Marketing Communications, Online Marketing, Digital Marketing, Marketing Management, Advertising, Public Relations, Sellers, Buyers, Marketing, Investment Properties, Residential Homes, FHA
Education
Stanford University 1990 — 1994
B.A., Economics
Piedmont High School, Piedmont, CA 1986 — 1990
Callaway Henderson Sotheby's International Realty March 2015 - Present
Callaway Henderson Sotheby's International Realty January 2005 - Present
N.T. Callaway Real Estate January 2005 - January 2012
Paytrust.com February 2000 - July 2002
Merrill Lynch July 1996 - February 2000
Merrill Lynch July 1994 - July 1996
Skills
Real Estate, Relocation, Residential, Listings, Selling, Buying, Sellers Agent, Buyers Agent, First Time Home Buyers, Move Up Buyers, Investors, Single Family Homes, Luxury Homes, Condos, Negotiation, Pricing, Pricing Strategy, Market Analysis, Marketing Strategy, Marketing Communications, Online Marketing, Digital Marketing, Marketing Management, Advertising, Public Relations, Sellers, Buyers, Marketing, Investment Properties, Residential Homes, FHA
Education
Stanford University 1990 — 1994
B.A., Economics
Piedmont High School, Piedmont, CA 1986 — 1990
Clarence Quah Clarence Quah's Merrill Lynch Experience June 2008 - September 2008
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Stanford Graduate School of Business 2014 - Present
JD.COM August 2015 - September 2015
Salesforce June 2015 - August 2015
Vista Equity Partners July 2012 - June 2014
Websense 2014 - 2014
Perella Weinberg Partners 2010 - 2012
Perella Weinberg Partners June 2009 - August 2009
Merrill Lynch June 2008 - September 2008
Westward Capital Management June 2008 - August 2008
University of Pennsylvania September 2006 - December 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Due Diligence, Acquisition Integration, Technology, Software, Strategy, Management, Operations, Corporate Finance, Alternative Investments, Bloomberg, M&A experience, Financial Analysis
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
BSE, Bioengineering (Jerome Fisher Program in Management and Technology)
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance (Jerome Fisher Program in Management and Technology)
Monta Vista High School 2002 — 2006
Stanford Graduate School of Business 2014 - Present
JD.COM August 2015 - September 2015
Salesforce June 2015 - August 2015
Vista Equity Partners July 2012 - June 2014
Websense 2014 - 2014
Perella Weinberg Partners 2010 - 2012
Perella Weinberg Partners June 2009 - August 2009
Merrill Lynch June 2008 - September 2008
Westward Capital Management June 2008 - August 2008
University of Pennsylvania September 2006 - December 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Due Diligence, Acquisition Integration, Technology, Software, Strategy, Management, Operations, Corporate Finance, Alternative Investments, Bloomberg, M&A experience, Financial Analysis
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
BSE, Bioengineering (Jerome Fisher Program in Management and Technology)
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance (Jerome Fisher Program in Management and Technology)
Monta Vista High School 2002 — 2006
Guy Albanese - CTS Guy Albanese - CTS's Merrill Lynch Experience January 1998 - September 1998
Job Video Conferencing/Multimedia
Industry Financial Services
Experience
Morgan Stanley May 2011 - November 2012
BlackRock Financial October 2005 - January 2011
KRAFT Foods January 2005 - April 2005
E*TRADE September 1998 - January 2004
Merrill Lynch January 1998 - September 1998
SIMCHA Multimedia Productions September 1991 - August 1998
National Discount Brokers September 1995 - December 1997
Brown Brother's Harriman & Co. December 1992 - September 1995
RMC Research January 1991 - June 1992
Crum & Forster September 1985 - June 1988
Skills
Business Analysis, CRM, Cisco Technologies, Cloud Computing, Data Center, Digital Media, IP, IT Strategy, ITIL, Integration, Management, Networking, Product Management, Program Management, Project Management, Project Planning, Requirements Analysis, SDLC, Telephony, Vendor Management, Video, Video Conferencing, Streaming Media
Education
Stanford University 2002 — 2003
Industrial Psychology
University of Maryland College Park 1984 — 1985
Computer Science
Millburn H.S., Millburn, NJ 1979 — 1982
HS Diploma
Other
Morgan Stanley May 2011 - November 2012
BlackRock Financial October 2005 - January 2011
KRAFT Foods January 2005 - April 2005
E*TRADE September 1998 - January 2004
Merrill Lynch January 1998 - September 1998
SIMCHA Multimedia Productions September 1991 - August 1998
National Discount Brokers September 1995 - December 1997
Brown Brother's Harriman & Co. December 1992 - September 1995
RMC Research January 1991 - June 1992
Crum & Forster September 1985 - June 1988
Skills
Business Analysis, CRM, Cisco Technologies, Cloud Computing, Data Center, Digital Media, IP, IT Strategy, ITIL, Integration, Management, Networking, Product Management, Program Management, Project Management, Project Planning, Requirements Analysis, SDLC, Telephony, Vendor Management, Video, Video Conferencing, Streaming Media
Education
Stanford University 2002 — 2003
Industrial Psychology
University of Maryland College Park 1984 — 1985
Computer Science
Millburn H.S., Millburn, NJ 1979 — 1982
HS Diploma
Other
Ivaylo Bahtchevanov Ivaylo Bahtchevanov's Merrill Lynch Experience July 2012 - September 2012
Job Graduate Teaching Assistant at Stanford University
Industry Venture Capital & Private Equity
Experience
Stanford University March 2015 - Present
Accel Partners October 2014 - Present
Flextronics June 2014 - Present
Italia Innovation Program June 2014 - July 2014
Blyth Fund April 2013 - May 2014
Merrill Lynch July 2012 - September 2012
Stanford University Medical Center January 2012 - June 2012
Banner Health June 2010 - July 2010
Skills
Market Research, Data Analysis, Public Speaking, Access, Research, Microsoft Office, Wine Tasting, Fashion, Wine, Viticulture, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Matlab, Teamwork, Java, C++, HTML, Business Development, Sales, Financial Modeling, Optimization, JavaScript, Portfolio Optimization, Portfolio Management, NFC, Machine Learning, Entrepreneurship..., Natural Language..., Artificial Neural...
Education
Stanford University 2015 — 2016
Master of Science (M.S.) in Computer Science
Stanford University 2011 — 2015
Bachelor's degree, Management Science and Engineering
Stanford University March 2015 - Present
Accel Partners October 2014 - Present
Flextronics June 2014 - Present
Italia Innovation Program June 2014 - July 2014
Blyth Fund April 2013 - May 2014
Merrill Lynch July 2012 - September 2012
Stanford University Medical Center January 2012 - June 2012
Banner Health June 2010 - July 2010
Skills
Market Research, Data Analysis, Public Speaking, Access, Research, Microsoft Office, Wine Tasting, Fashion, Wine, Viticulture, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Matlab, Teamwork, Java, C++, HTML, Business Development, Sales, Financial Modeling, Optimization, JavaScript, Portfolio Optimization, Portfolio Management, NFC, Machine Learning, Entrepreneurship..., Natural Language..., Artificial Neural...
Education
Stanford University 2015 — 2016
Master of Science (M.S.) in Computer Science
Stanford University 2011 — 2015
Bachelor's degree, Management Science and Engineering
Kevin Diestel Kevin Diestel's Merrill Lynch Experience July 2006 - June 2008
Job Vice President at Sapphire Ventures
Industry Financial Services
Experience
Sapphire Ventures, LLC June 2014 - Present
Sapphire Ventures, LLC August 2012 - June 2014
Rhythm NewMedia June 2011 - August 2011
Shamrock Capital Advisors August 2008 - July 2010
Merrill Lynch July 2006 - June 2008
Skills
Financial Modeling, Due Diligence, Private Equity, Venture Capital, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investment Banking, LBO, Business Strategy, Emerging Markets
Education
Stanford Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2006
Bachelor of Arts (B.A.), Business Economics
Sapphire Ventures, LLC June 2014 - Present
Sapphire Ventures, LLC August 2012 - June 2014
Rhythm NewMedia June 2011 - August 2011
Shamrock Capital Advisors August 2008 - July 2010
Merrill Lynch July 2006 - June 2008
Skills
Financial Modeling, Due Diligence, Private Equity, Venture Capital, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investment Banking, LBO, Business Strategy, Emerging Markets
Education
Stanford Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2006
Bachelor of Arts (B.A.), Business Economics
Rena Ren Rena Ren's Merrill Lynch Experience October 2012 - January 2013
Job product management intern at Kiwi, Inc
Industry Financial Services
Experience
China Development Bank June 2013 - August 2013
Merrill Lynch October 2012 - January 2013
Bain & Company September 2012 - October 2012
Kiwi, Inc. June 2012 - August 2012
GSR Ventures July 2011 - September 2011
ReelSurfer November 2010 - June 2011
Education
Stanford University 2010 — 2014
BS, product design
The Taft School 2008 — 2009
China Development Bank June 2013 - August 2013
Merrill Lynch October 2012 - January 2013
Bain & Company September 2012 - October 2012
Kiwi, Inc. June 2012 - August 2012
GSR Ventures July 2011 - September 2011
ReelSurfer November 2010 - June 2011
Education
Stanford University 2010 — 2014
BS, product design
The Taft School 2008 — 2009
Jamin Ball's Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Merrill Lynch June 2013 - August 2013
Metaswitch Networks June 2011 - August 2011
Skills
Valuation, Investment Banking, Bloomberg, Corporate Finance, Financial Modeling, Java, C++, Equities, Investments
Education
Stanford University 2010 — 2014
Bachelor of Science (B.S.), Management Science & Engineering
Menlo School 2006 — 2010
Morgan Stanley June 2014 - Present
Merrill Lynch June 2013 - August 2013
Metaswitch Networks June 2011 - August 2011
Skills
Valuation, Investment Banking, Bloomberg, Corporate Finance, Financial Modeling, Java, C++, Equities, Investments
Education
Stanford University 2010 — 2014
Bachelor of Science (B.S.), Management Science & Engineering
Menlo School 2006 — 2010
Sang Soo Han Sang Soo Han's Merrill Lynch Experience December 2001 - July 2002
Job Tax Law Specialist
Industry Law Practice
Experience
Peter Han Tax Firm March 2010 - Present
Korea Trade-Investment Promotion Agency (KOTRA) March 2011 - June 2015
Internal Revenue Service February 2009 - March 2010
Hanmi Bank November 2007 - August 2008
Howard Lee & Associates August 2004 - July 2007
Korea Exchange Bank August 2003 - July 2004
Orange County Public Defender January 2003 - April 2003
Merrill Lynch December 2001 - July 2002
Diocese of San Jose January 2000 - December 2000
Skills
Business Strategy, Business Planning, Financial Analysis, Business Development, Microsoft Excel, Finance, Tax, Analysis, Accounting, Project Management, Research, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2015
Professional Certificate, Successful Negotiation: Essential Strategies and Skills
Stanford University 2013 — 2013
Professional Certificate, Energy Innovation & Emerging Technologies
University of Maryland College Park 2006 — 2009
MBA, Business Administration
University of Maryland College Park 2003 — 2006
MS, Accounting & Financial Management
University of California, Irvine 2000 — 2003
BA, Criminology, Law & Society
Peter Han Tax Firm March 2010 - Present
Korea Trade-Investment Promotion Agency (KOTRA) March 2011 - June 2015
Internal Revenue Service February 2009 - March 2010
Hanmi Bank November 2007 - August 2008
Howard Lee & Associates August 2004 - July 2007
Korea Exchange Bank August 2003 - July 2004
Orange County Public Defender January 2003 - April 2003
Merrill Lynch December 2001 - July 2002
Diocese of San Jose January 2000 - December 2000
Skills
Business Strategy, Business Planning, Financial Analysis, Business Development, Microsoft Excel, Finance, Tax, Analysis, Accounting, Project Management, Research, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2015
Professional Certificate, Successful Negotiation: Essential Strategies and Skills
Stanford University 2013 — 2013
Professional Certificate, Energy Innovation & Emerging Technologies
University of Maryland College Park 2006 — 2009
MBA, Business Administration
University of Maryland College Park 2003 — 2006
MS, Accounting & Financial Management
University of California, Irvine 2000 — 2003
BA, Criminology, Law & Society
Brian Lovett Brian Lovett's Merrill Lynch Experience February 2008 - June 2010
Job Operating Advisor at Francisco Partners
Industry Venture Capital & Private Equity
Experience
Francisco Partners June 2014 - Present
Auction.com June 2013 - August 2013
Apple July 2010 - September 2012
Merrill Lynch February 2008 - June 2010
Pacific Growth Equities June 2006 - October 2007
D.A. Davidson & Co. June 2005 - August 2005
Skills
Corporate Finance, Strategy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Venture Capital, Due Diligence, Competitive Analysis, Corporate Development, Valuation, Business Strategy, Private Equity, Start-ups, Entrepreneurship, Investment Banking, Business Valuation
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Lincoln High School
Francisco Partners June 2014 - Present
Auction.com June 2013 - August 2013
Apple July 2010 - September 2012
Merrill Lynch February 2008 - June 2010
Pacific Growth Equities June 2006 - October 2007
D.A. Davidson & Co. June 2005 - August 2005
Skills
Corporate Finance, Strategy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Venture Capital, Due Diligence, Competitive Analysis, Corporate Development, Valuation, Business Strategy, Private Equity, Start-ups, Entrepreneurship, Investment Banking, Business Valuation
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Lincoln High School
Jason Foley's Merrill Lynch Experience July 2007 - September 2007
Job Product Manager at Pocket Gems
Industry Computer Games
Experience
Pocket Gems April 2011 - Present
Aeria Games & Entertainment August 2010 - April 2011
L.E.K. Consulting August 2008 - February 2010
Merrill Lynch July 2007 - September 2007
Education
Stanford University 2004 — 2008
BA, Economics
Pocket Gems April 2011 - Present
Aeria Games & Entertainment August 2010 - April 2011
L.E.K. Consulting August 2008 - February 2010
Merrill Lynch July 2007 - September 2007
Education
Stanford University 2004 — 2008
BA, Economics
Joseph Ferrante Joseph Ferrante's Merrill Lynch Experience June 2014 - September 2014
Job Student at Stanford University
Industry Investment Management
Experience
CBRE June 2015 - Present
Merrill Lynch June 2014 - September 2014
Center for Talent Development June 2013 - August 2013
Skills
Microsoft Excel, Java, Microsoft Office, Public Speaking, Data Analysis, Argus Modeling
Education
Stanford University 2012 — 2016
Management Science and Engineering
CBRE June 2015 - Present
Merrill Lynch June 2014 - September 2014
Center for Talent Development June 2013 - August 2013
Skills
Microsoft Excel, Java, Microsoft Office, Public Speaking, Data Analysis, Argus Modeling
Education
Stanford University 2012 — 2016
Management Science and Engineering
David Cecere David Cecere's Merrill Lynch Experience May 2005 - July 2008
Job Principal at Tailwater Capital
Industry Venture Capital & Private Equity
Experience
Tailwater Capital August 2012 - Present
Stanford Graduate School of Business August 2010 - August 2012
HM Capital Partners July 2008 - July 2010
Merrill Lynch May 2005 - July 2008
Skills
Energy Industry, Private Equity, Strategic Planning, Finance, Business Development, Financial Analysis, Business Strategy, Financial Modeling, Due Diligence, New Business Development, Entrepreneurship, Corporate Finance, Risk Management, Portfolio Management, M&A experience, Energy, Corporate Development, Strategy, Capital Markets, Executive Management, Start-ups, Asset Managment, LBO, Alternative Investments, Business Planning
Education
Stanford University 2010 — 2012
MBA
The University of Texas at Austin 2002 — 2006
BBA and BA, Finance, Plan II Honors
Tailwater Capital August 2012 - Present
Stanford Graduate School of Business August 2010 - August 2012
HM Capital Partners July 2008 - July 2010
Merrill Lynch May 2005 - July 2008
Skills
Energy Industry, Private Equity, Strategic Planning, Finance, Business Development, Financial Analysis, Business Strategy, Financial Modeling, Due Diligence, New Business Development, Entrepreneurship, Corporate Finance, Risk Management, Portfolio Management, M&A experience, Energy, Corporate Development, Strategy, Capital Markets, Executive Management, Start-ups, Asset Managment, LBO, Alternative Investments, Business Planning
Education
Stanford University 2010 — 2012
MBA
The University of Texas at Austin 2002 — 2006
BBA and BA, Finance, Plan II Honors
Shawn McGuinness Gavin's Merrill Lynch Experience November 1978 - November 1979
Job Residential Broker at Berkshire Hathaway HomeServices KoenigRubloff
Industry Real Estate
Experience
BHHS KoenigRubloff Realty Group December 1989 - Present
Rose & Company Investment Brokers, Inc. November 1979 - June 1989
Merrill Lynch November 1978 - November 1979
Skills
Townhomes, Condos, Single Family Homes, Investment Properties, First Time Home Buyers, Relocation, New Home Sales, Real Estate, Real Estate Transactions
Education
The University of Chicago 1986 — 1989
MBA, Finance and Marketing
Stanford University 1968 — 1972
Bachelor of Arts (B.A.), German and Political Science/French and Foreign Relations
BHHS KoenigRubloff Realty Group December 1989 - Present
Rose & Company Investment Brokers, Inc. November 1979 - June 1989
Merrill Lynch November 1978 - November 1979
Skills
Townhomes, Condos, Single Family Homes, Investment Properties, First Time Home Buyers, Relocation, New Home Sales, Real Estate, Real Estate Transactions
Education
The University of Chicago 1986 — 1989
MBA, Finance and Marketing
Stanford University 1968 — 1972
Bachelor of Arts (B.A.), German and Political Science/French and Foreign Relations
Hannah Hale Hannah Hale's Merrill Lynch Experience July 2008 - July 2010
Job Chief of Staff at Lucky Brand
Industry Financial Services
Experience
Lucky Brand June 2015 - Present
Lucky Brand February 2015 - June 2015
Sterling Partners August 2010 - July 2012
Merrill Lynch July 2008 - July 2010
Skills
LBO, Private Equity, Investment Banking, Valuation, Financial Modeling, Corporate Development, Venture Capital, Corporate Finance, Due Diligence, Capital, Investments, Mergers, Financial Analysis, Finance, Entrepreneurship, DCF, Capital Markets, Strategy, Equities, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Hedge Funds, Bloomberg
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Southern California
Bachelors of Science, Business Administration
Lucky Brand June 2015 - Present
Lucky Brand February 2015 - June 2015
Sterling Partners August 2010 - July 2012
Merrill Lynch July 2008 - July 2010
Skills
LBO, Private Equity, Investment Banking, Valuation, Financial Modeling, Corporate Development, Venture Capital, Corporate Finance, Due Diligence, Capital, Investments, Mergers, Financial Analysis, Finance, Entrepreneurship, DCF, Capital Markets, Strategy, Equities, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Hedge Funds, Bloomberg
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Southern California
Bachelors of Science, Business Administration
Theodore Matthews's Merrill Lynch Experience September 2009 - June 2010
Job Associate Financial Analyst Investor Relations at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation September 2014 - Present
Youth About Business June 2011 - August 2011
Verbling January 2011 - June 2011
Kings Super Markets March 2008 - September 2010
Merrill Lynch September 2009 - June 2010
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Financial Modeling, Management, Portfolio Management, Economics, Finance, Public Speaking, Equities, Bloomberg Terminal, Bloomberg, Financial Analysis, Microsoft Word
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Economics (Emphasis in International Economics)
Academies @ Englewood 2006 — 2010
High School Diploma, Pre-Engineering
Moody's Corporation September 2014 - Present
Youth About Business June 2011 - August 2011
Verbling January 2011 - June 2011
Kings Super Markets March 2008 - September 2010
Merrill Lynch September 2009 - June 2010
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Financial Modeling, Management, Portfolio Management, Economics, Finance, Public Speaking, Equities, Bloomberg Terminal, Bloomberg, Financial Analysis, Microsoft Word
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Economics (Emphasis in International Economics)
Academies @ Englewood 2006 — 2010
High School Diploma, Pre-Engineering
Victoria Von Schell's Merrill Lynch Experience January 1986 - May 2000
Job Manager, Gift Securities Stanford University
Industry Financial Services
Experience
Stanford University/Stanford Management Company May 2000 - Present
Merrill Lynch January 1986 - May 2000
Skills
Start-ups, Venture Capital, Research, Public Speaking, Entrepreneurship, Management, Program Management, Data Analysis, Fundraising, Strategic Planning, Leadership, Business Strategy, Customer Service, Nonprofits, Finance, Business Development, Strategy
Education
Stanford University 1977 — 1981
BS, Applied Earth Science
Stanford University/Stanford Management Company May 2000 - Present
Merrill Lynch January 1986 - May 2000
Skills
Start-ups, Venture Capital, Research, Public Speaking, Entrepreneurship, Management, Program Management, Data Analysis, Fundraising, Strategic Planning, Leadership, Business Strategy, Customer Service, Nonprofits, Finance, Business Development, Strategy
Education
Stanford University 1977 — 1981
BS, Applied Earth Science
Jane Brauer Jane Brauer's Merrill Lynch Experience
Job Emerging Markets Quant Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Fixed Income, Capital Markets, Financial Modeling, Hedge Funds, Equities, Financial Markets, Valuation, Emerging Markets, Investments, Bloomberg, Investment Banking, Bonds, Derivatives, Credit Derivatives, Credit Risk, Trading, Asset Management, Structured Products, Portfolio Management, Options
Education
Stanford University
Doctor of Philosophy (PhD), Applied Statistics
Merrill Lynch
Skills
Fixed Income, Capital Markets, Financial Modeling, Hedge Funds, Equities, Financial Markets, Valuation, Emerging Markets, Investments, Bloomberg, Investment Banking, Bonds, Derivatives, Credit Derivatives, Credit Risk, Trading, Asset Management, Structured Products, Portfolio Management, Options
Education
Stanford University
Doctor of Philosophy (PhD), Applied Statistics
Denny Sechrest Denny Sechrest's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Mzuri Wildlife Foundation January 2013 - Present
Alameda County Honorary Deputy Sheriff's Association May 2006 - Present
Contra Costa County Sheriff's Posse May 2004 - Present
United States Secret Service Electronic Crimes Task Force July 2001 - Present
The All Wars Memorial Foundation May 2001 - Present
Systems Integration Solutions, Inc. April 1990 - May 2014
XCOPARTNERS May 2008 - May 2011
The 123 Corporation March 2008 - May 2011
Sacramento Valley Hi-Tech Crimes Task Force September 2003 - May 2011
Skills
Licensing, Series 7, series 66, NMLS, Strategic Planning, Renewable Energy, New Business Development, Management Consulting, Insurance, Training, Recruiting, Uniform Combined State..., Consulting, Enterprise Software, Finance, Investments, Strategy, Management, SaaS, Outsourcing, Lecturing, Business Development, Executive Management, Mergers & Acquisitions, Leadership, Business Strategy, Cloud Computing, Strategic Partnerships, Entrepreneurship, Start-ups, Marketing, Sales, Portfolio Management, Security, Venture Capital, Cross-functional Team..., Customer Satisfaction, Enthusiastic..., Integrity, Financial Services, CRM, Corporate Development, Private Equity, Professional Services, Strategic Financial..., Networking, Risk Management, Salesforce.com, Vendor Management, Program Management
Education
Stanford University Graduate School of Business 1998 — 1998
SEP, Business
University of California, Berkeley 1971 — 1976
BS, Civil Engineering
De La Salle High School
Merrill Lynch 2011 - Present
Mzuri Wildlife Foundation January 2013 - Present
Alameda County Honorary Deputy Sheriff's Association May 2006 - Present
Contra Costa County Sheriff's Posse May 2004 - Present
United States Secret Service Electronic Crimes Task Force July 2001 - Present
The All Wars Memorial Foundation May 2001 - Present
Systems Integration Solutions, Inc. April 1990 - May 2014
XCOPARTNERS May 2008 - May 2011
The 123 Corporation March 2008 - May 2011
Sacramento Valley Hi-Tech Crimes Task Force September 2003 - May 2011
Skills
Licensing, Series 7, series 66, NMLS, Strategic Planning, Renewable Energy, New Business Development, Management Consulting, Insurance, Training, Recruiting, Uniform Combined State..., Consulting, Enterprise Software, Finance, Investments, Strategy, Management, SaaS, Outsourcing, Lecturing, Business Development, Executive Management, Mergers & Acquisitions, Leadership, Business Strategy, Cloud Computing, Strategic Partnerships, Entrepreneurship, Start-ups, Marketing, Sales, Portfolio Management, Security, Venture Capital, Cross-functional Team..., Customer Satisfaction, Enthusiastic..., Integrity, Financial Services, CRM, Corporate Development, Private Equity, Professional Services, Strategic Financial..., Networking, Risk Management, Salesforce.com, Vendor Management, Program Management
Education
Stanford University Graduate School of Business 1998 — 1998
SEP, Business
University of California, Berkeley 1971 — 1976
BS, Civil Engineering
De La Salle High School
Franz de los Reyes's Merrill Lynch Experience August 2006 - May 2007
Job Senior Director, Digital Marketing & Strategy at Def Jam Recordings
Industry Online Media
Experience
Def Jam Recordings December 2014 - Present
Island Def Jam Music Group February 2012 - Present
Duck Down Music Inc. June 2008 - February 2012
Self - Employed February 2008 - February 2012
YouCast Corp. June 2007 - June 2008
Merrill Lynch August 2006 - May 2007
Universal Music Group / Island Def Jam May 2006 - August 2006
Skills
Social Media Marketing, Mobile Marketing, Facebook, Digital Marketing, Marketing, Social Networking, Sponsorship, Music, Advertising, Photoshop, Microsoft Office, Digital Strategy, Press Releases, Online Marketing, Management, New Media, Publicity, Social Media, Newsletters, Entertainment, Integrated Marketing, Dreamweaver, Corporate Branding, Digital Media, Online Advertising
Education
State University of New York at Buffalo - School of Management 2003 — 2007
B.S., Business Administration, Marketing and Finance Concentrations
Def Jam Recordings December 2014 - Present
Island Def Jam Music Group February 2012 - Present
Duck Down Music Inc. June 2008 - February 2012
Self - Employed February 2008 - February 2012
YouCast Corp. June 2007 - June 2008
Merrill Lynch August 2006 - May 2007
Universal Music Group / Island Def Jam May 2006 - August 2006
Skills
Social Media Marketing, Mobile Marketing, Facebook, Digital Marketing, Marketing, Social Networking, Sponsorship, Music, Advertising, Photoshop, Microsoft Office, Digital Strategy, Press Releases, Online Marketing, Management, New Media, Publicity, Social Media, Newsletters, Entertainment, Integrated Marketing, Dreamweaver, Corporate Branding, Digital Media, Online Advertising
Education
State University of New York at Buffalo - School of Management 2003 — 2007
B.S., Business Administration, Marketing and Finance Concentrations
Adam Faricellie Adam Faricellie's Merrill Lynch Experience May 2007 - September 2007
Job Strategic Planner Staff Corporate Strategy at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin December 2014 - Present
Lockheed Martin September 2013 - December 2014
Lockheed Martin December 2012 - September 2013
Lockheed Martin June 2009 - November 2012
Lockheed Martin June 2008 - June 2009
Merrill Lynch May 2007 - September 2007
Skills
Affordability, Earned Value Management, Strategic Financial..., DoD, Program Financial..., Financial Modeling, Financial Analysis, Revenue Recognition, Government Accounting, Hyperion Planning, Hyperion Financial..., Hyperion Reports, SAP, Corporate Budgeting, Essbase, Program Management, Financial Planning, Leadership, Management, Finance, Strategy, Analysis, Budgets, Government Contracting, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Accounting and Business/Management
State University of New York at Buffalo - School of Management 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Lockheed Martin December 2014 - Present
Lockheed Martin September 2013 - December 2014
Lockheed Martin December 2012 - September 2013
Lockheed Martin June 2009 - November 2012
Lockheed Martin June 2008 - June 2009
Merrill Lynch May 2007 - September 2007
Skills
Affordability, Earned Value Management, Strategic Financial..., DoD, Program Financial..., Financial Modeling, Financial Analysis, Revenue Recognition, Government Accounting, Hyperion Planning, Hyperion Financial..., Hyperion Reports, SAP, Corporate Budgeting, Essbase, Program Management, Financial Planning, Leadership, Management, Finance, Strategy, Analysis, Budgets, Government Contracting, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Accounting and Business/Management
State University of New York at Buffalo - School of Management 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Victoria Alvarado's Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Luminous Capital July 2013 - May 2015
Merrill Lynch May 2014 - August 2014
Susan Liautaud & Associates July 2013 - September 2013
D-Lab Paris April 2013 - May 2013
Hoover Institution September 2012 - December 2012
William Morris Endeavor June 2012 - August 2012
Stanford Graduate School of Business September 2011 - December 2011
Stanford Hospital & Clinics January 2011 - June 2011
Boeing May 2009 - August 2009
Skills
Spanish, French, Data Analysis, Stata, Persuasive Speaker, Nonprofits, Statistics, Corporate Finance, Financial Modeling, Leadership, Economics, Teamwork, Community Outreach, Fundraising, Analysis, Social Networking, Financial Analysis
Education
Stanford University 2010 — 2015
Bachelor of Arts (B.A.), Economics
California Academy of Mathematics and Science 2006 — 2010
High School Diploma
Merrill Lynch July 2015 - Present
Luminous Capital July 2013 - May 2015
Merrill Lynch May 2014 - August 2014
Susan Liautaud & Associates July 2013 - September 2013
D-Lab Paris April 2013 - May 2013
Hoover Institution September 2012 - December 2012
William Morris Endeavor June 2012 - August 2012
Stanford Graduate School of Business September 2011 - December 2011
Stanford Hospital & Clinics January 2011 - June 2011
Boeing May 2009 - August 2009
Skills
Spanish, French, Data Analysis, Stata, Persuasive Speaker, Nonprofits, Statistics, Corporate Finance, Financial Modeling, Leadership, Economics, Teamwork, Community Outreach, Fundraising, Analysis, Social Networking, Financial Analysis
Education
Stanford University 2010 — 2015
Bachelor of Arts (B.A.), Economics
California Academy of Mathematics and Science 2006 — 2010
High School Diploma
Pratik Budhdev's Merrill Lynch Experience 2003 - 2004
Job Principal Investments
Industry Venture Capital & Private Equity
Experience
Bailey & Glasser October 2013 - Present
Tarang Advisory 2013 - 2014
VGI Partners / East Bridge Capital 2013 - 2013
UBS Investment Bank 2007 - 2011
Lazard 2004 - 2007
Merrill Lynch 2003 - 2004
Education
Stanford University Graduate School of Business 2011 — 2012
Finance, General management
The Institute of Chartered Accountants of India
Accountancy
R A Podar College Of Commerce & Economics
Bachelor of Commerce (B.Com.)
Bailey & Glasser October 2013 - Present
Tarang Advisory 2013 - 2014
VGI Partners / East Bridge Capital 2013 - 2013
UBS Investment Bank 2007 - 2011
Lazard 2004 - 2007
Merrill Lynch 2003 - 2004
Education
Stanford University Graduate School of Business 2011 — 2012
Finance, General management
The Institute of Chartered Accountants of India
Accountancy
R A Podar College Of Commerce & Economics
Bachelor of Commerce (B.Com.)
Jon Zucker Jon Zucker's Merrill Lynch Experience 1991 - June 1996
Job Policy Advisor at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York March 2012 - Present
NumeriX February 2009 - March 2012
Citibank September 2007 - July 2008
Credit Suisse April 2002 - August 2007
NetSchool1 March 2000 - August 2001
Nomura International plc July 1996 - March 2000
Merrill Lynch 1991 - June 1996
The Chase Manhattan Bank 1990 - 1991
Salomon Brothers 1986 - 1990
Skills
Derivatives, Credit Derivatives, Risk Management, Asset Management, Trading, Electronic Trading, Bonds, Credit, Hedge Funds, Market Risk, Equities, Credit Risk, Options, Asset Managment, Capital Markets, Portfolio Management, Financial Markets, Fixed Income, Financial Risk
Education
Stanford University 1979 — 1985
PhD, Economics
University of Wisconsin-Madison 1978 — 1979
MS, Economics
University of Pennsylvania 1971 — 1975
BA, Economics
University of Pennsylvania - The Wharton School 1971 — 1975
BSE, Accounting
Taft School 1967 — 1971
Federal Reserve Bank of New York March 2012 - Present
NumeriX February 2009 - March 2012
Citibank September 2007 - July 2008
Credit Suisse April 2002 - August 2007
NetSchool1 March 2000 - August 2001
Nomura International plc July 1996 - March 2000
Merrill Lynch 1991 - June 1996
The Chase Manhattan Bank 1990 - 1991
Salomon Brothers 1986 - 1990
Skills
Derivatives, Credit Derivatives, Risk Management, Asset Management, Trading, Electronic Trading, Bonds, Credit, Hedge Funds, Market Risk, Equities, Credit Risk, Options, Asset Managment, Capital Markets, Portfolio Management, Financial Markets, Fixed Income, Financial Risk
Education
Stanford University 1979 — 1985
PhD, Economics
University of Wisconsin-Madison 1978 — 1979
MS, Economics
University of Pennsylvania 1971 — 1975
BA, Economics
University of Pennsylvania - The Wharton School 1971 — 1975
BSE, Accounting
Taft School 1967 — 1971
Matthew Schwartz's Merrill Lynch Experience May 2009 - August 2009
Job Founder and CEO at Statfoods
Industry Management Consulting
Experience
Statfoods February 2015 - Present
Bain & Company January 2015 - Present
Simple Mills July 2014 - January 2015
Bain & Company March 2014 - July 2014
Bain & Company July 2011 - March 2014
Merrill Lynch May 2009 - August 2009
Countrywide Financial June 2007 - August 2007
Skills
Analytics, Business Strategy, Financial Modeling, Management Consulting, Market Entry, Strategic Consulting, Strategy, Wealth Accumulation, Acquisition Integration, Competitive Analysis, Growth Strategies, Valuation, Due Diligence, Corporate Development, Performance Improvement, Mergers & Acquisitions, Organizational Design, Spray Tanning, Private Equity, Business Development, Entrepreneurship, Financial Analysis, Market Research, Consulting, Data Analysis, Leadership, Strategic Planning, Management, Start-ups
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2007 — 2011
BA, Business Administration
Statfoods February 2015 - Present
Bain & Company January 2015 - Present
Simple Mills July 2014 - January 2015
Bain & Company March 2014 - July 2014
Bain & Company July 2011 - March 2014
Merrill Lynch May 2009 - August 2009
Countrywide Financial June 2007 - August 2007
Skills
Analytics, Business Strategy, Financial Modeling, Management Consulting, Market Entry, Strategic Consulting, Strategy, Wealth Accumulation, Acquisition Integration, Competitive Analysis, Growth Strategies, Valuation, Due Diligence, Corporate Development, Performance Improvement, Mergers & Acquisitions, Organizational Design, Spray Tanning, Private Equity, Business Development, Entrepreneurship, Financial Analysis, Market Research, Consulting, Data Analysis, Leadership, Strategic Planning, Management, Start-ups
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2007 — 2011
BA, Business Administration
Jerry Pence Jerry Pence's Merrill Lynch Experience 1997 - 1999
Job Managing Director Pivotal Group, Private Equity
Industry Investment Management
Experience
Pivotal Group - Private Equity Division November 2009 - Present
Najafi Companies 2003 - 2009
The Boston Consulting Group 2001 - 2003
Merrill Lynch 1997 - 1999
Lehman Brothers 1995 - 1997
Skills
Investment Banking, Private Equity, M&A experience, Economics, Leadership, Strategy
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Yale University 1991 — 1995
BA, Economics
Pivotal Group - Private Equity Division November 2009 - Present
Najafi Companies 2003 - 2009
The Boston Consulting Group 2001 - 2003
Merrill Lynch 1997 - 1999
Lehman Brothers 1995 - 1997
Skills
Investment Banking, Private Equity, M&A experience, Economics, Leadership, Strategy
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Yale University 1991 — 1995
BA, Economics
Rosa Campa Hearne, CIMA CRPC Rosa Campa Hearne, CIMA CRPC's Merrill Lynch Experience July 1977 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 1977 - Present
Central Jersey Fencing Foundation 2012 - 2013
Atlantic Fencing Academy 2007 - 2013
Skills
Wealth Accumulation..., Asset allocation, Intergenerational..., Special Needs Trusts, Asset Allocation, Wealth Management, Investments, Mutual Funds, Estate Planning, Financial Advisory, Retirement, High Net Worth..., Investment Strategies, Strategic Financial..., Series 7, Investment Advisory, Alternative Investments, Equities, Finance, Financial Planning
Education
State University of New York - System 1974 — 1977
BA, History, Music
Merrill Lynch July 1977 - Present
Central Jersey Fencing Foundation 2012 - 2013
Atlantic Fencing Academy 2007 - 2013
Skills
Wealth Accumulation..., Asset allocation, Intergenerational..., Special Needs Trusts, Asset Allocation, Wealth Management, Investments, Mutual Funds, Estate Planning, Financial Advisory, Retirement, High Net Worth..., Investment Strategies, Strategic Financial..., Series 7, Investment Advisory, Alternative Investments, Equities, Finance, Financial Planning
Education
State University of New York - System 1974 — 1977
BA, History, Music
Eric Pierce Eric Pierce's Merrill Lynch Experience August 1991 - March 1993
Job Publisher at BioCentury Publications
Industry Publishing
Experience
BioCentury Publications January 2005 - Present
BioCentury Publications January 1998 - January 2004
BioCentury Publications March 1993 - December 1998
Merrill Lynch August 1991 - March 1993
Skills
Biotechnology, Writing, Life Sciences, Corporate Development, Market Research, Strategic Planning, Marketing Communications, Start-ups, Product Development, Business Strategy, Marketing Strategy, Venture Capital, Product Marketing, Public Speaking, Competitive Analysis, Fundraising, Editing, Strategy, Pharmaceutical Industry, Corporate Communications
Education
Stanford University 1991 — 1992
Mass Media Institute
Stanford University 1987 — 1991
AB, Communication
BioCentury Publications January 2005 - Present
BioCentury Publications January 1998 - January 2004
BioCentury Publications March 1993 - December 1998
Merrill Lynch August 1991 - March 1993
Skills
Biotechnology, Writing, Life Sciences, Corporate Development, Market Research, Strategic Planning, Marketing Communications, Start-ups, Product Development, Business Strategy, Marketing Strategy, Venture Capital, Product Marketing, Public Speaking, Competitive Analysis, Fundraising, Editing, Strategy, Pharmaceutical Industry, Corporate Communications
Education
Stanford University 1991 — 1992
Mass Media Institute
Stanford University 1987 — 1991
AB, Communication
Kirill Kazanli, CFA, CPA's Merrill Lynch Experience 2002 - 2004
Job Stanford Graduate School of Business Fellow (Class of 2015)
Industry Investment Banking
Experience
Stanford Graduate School of Business 2014 - Present
Citi 2011 - 2014
Sberbank 2007 - 2011
J.P. Morgan 2004 - 2007
Merrill Lynch 2002 - 2004
Skills
Investment Banking, Equities, Emerging Markets, Securities, Valuation, Financial Modeling, Equity Research, Corporate Finance, Capital Markets, Financial Analysis, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Financial Markets, Private Equity, Critical Research &..., Data Synthesis, Infrastructure Sector, Real Estate Development, Transportation, Financial Negotiation &..., Differentiated and..., Strategic Planning, Company and Vendor..., Multi-Country..., International Business..., Company Earnings..., Landmark High-Profile..., Client Relationship..., Cross-geography Analysis, Russian, English
Education
Stanford University Graduate School of Business 2014 — 2015
Master's degree in General Management
New York University - Leonard N. Stern School of Business 1995 — 1999
Bachelor's degree, Accounting and Finance
United Nations International School
International Baccalaureate (IB)
Stanford Graduate School of Business 2014 - Present
Citi 2011 - 2014
Sberbank 2007 - 2011
J.P. Morgan 2004 - 2007
Merrill Lynch 2002 - 2004
Skills
Investment Banking, Equities, Emerging Markets, Securities, Valuation, Financial Modeling, Equity Research, Corporate Finance, Capital Markets, Financial Analysis, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Financial Markets, Private Equity, Critical Research &..., Data Synthesis, Infrastructure Sector, Real Estate Development, Transportation, Financial Negotiation &..., Differentiated and..., Strategic Planning, Company and Vendor..., Multi-Country..., International Business..., Company Earnings..., Landmark High-Profile..., Client Relationship..., Cross-geography Analysis, Russian, English
Education
Stanford University Graduate School of Business 2014 — 2015
Master's degree in General Management
New York University - Leonard N. Stern School of Business 1995 — 1999
Bachelor's degree, Accounting and Finance
United Nations International School
International Baccalaureate (IB)
Stan Clark Stan Clark's Merrill Lynch Experience August 1987 - January 1990
Job CFA, CFP, MBA. Portfolio Manager, The Stan Clark Financial Team, CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy 1990 - Present
Merrill Lynch August 1987 - January 1990
Skills
Investments, Wealth Management, Strategic Financial..., Investment Strategies, Estate Planning, Wealth, Portfolio Management, Investment Management, Retirement, Small Business, Investment Advisory, Asset Allocation, Mutual Funds, Finance, Retirement Planning, Financial Planning
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Business
University of Manitoba 1975 — 1979
BSA, Agriculture Economics and Business
CIBC Wood Gundy 1990 - Present
Merrill Lynch August 1987 - January 1990
Skills
Investments, Wealth Management, Strategic Financial..., Investment Strategies, Estate Planning, Wealth, Portfolio Management, Investment Management, Retirement, Small Business, Investment Advisory, Asset Allocation, Mutual Funds, Finance, Retirement Planning, Financial Planning
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Business
University of Manitoba 1975 — 1979
BSA, Agriculture Economics and Business
Evan Oliver Evan Oliver's Merrill Lynch Experience October 1997 - August 2001
Job Owner, VERITY Wealth Advisors, LLC
Industry Financial Services
Experience
VERITY Wealth Advisors January 2003 - Present
Merrill Lynch October 1997 - August 2001
Salomon Brothers August 1993 - October 1997
Skills
Alternative Investments, Mutual Funds, Venture Capital, Start-ups, Portfolio Management, Investments, Asset Managment, Wealth Management, Hedge Funds, Private Equity, Investment Advisory, Entrepreneurship, Strategic Financial..., Asset Allocation, Business Strategy
Education
Stanford University Graduate School of Business 1991 — 1993
MBA, Business
United States Naval Academy 1981 — 1985
BS, Aerospace Engineering
VERITY Wealth Advisors January 2003 - Present
Merrill Lynch October 1997 - August 2001
Salomon Brothers August 1993 - October 1997
Skills
Alternative Investments, Mutual Funds, Venture Capital, Start-ups, Portfolio Management, Investments, Asset Managment, Wealth Management, Hedge Funds, Private Equity, Investment Advisory, Entrepreneurship, Strategic Financial..., Asset Allocation, Business Strategy
Education
Stanford University Graduate School of Business 1991 — 1993
MBA, Business
United States Naval Academy 1981 — 1985
BS, Aerospace Engineering
Chuck Grimm, CPA/PFS, CFP®, MBA Chuck Grimm, CPA/PFS, CFP®, MBA's Merrill Lynch Experience August 2001 - February 2007
Job Vice President / Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2013 - Present
KeyPrivate Bank July 2009 - October 2013
JP Morgan Securities/Bear Stearns February 2007 - July 2009
Merrill Lynch August 2001 - February 2007
Huntington National Bank 1999 - 2001
KeyCorp 1990 - 1999
Empire of America 1986 - 1990
Skills
Strategic Financial..., Financial Planning, Wealth, Wealth Management..., Leadership, 401k, Finance, Financial Reporting, Estate Planning, Forecasting, Fixed Income, Insurance, Auditing, Process Improvement, Mutual Funds, Mortgage Lending, Financial Planners, Wealth Management, Financial Services, Investments, Loans, Retirement Planning, Small Business
Education
State University of New York at Buffalo - School of Management
MBA, Finance
State University of New York at Buffalo - School of Management
BS, Accounting
Rome Free Academy
High School, Regents Diploma
PNC Wealth Management October 2013 - Present
KeyPrivate Bank July 2009 - October 2013
JP Morgan Securities/Bear Stearns February 2007 - July 2009
Merrill Lynch August 2001 - February 2007
Huntington National Bank 1999 - 2001
KeyCorp 1990 - 1999
Empire of America 1986 - 1990
Skills
Strategic Financial..., Financial Planning, Wealth, Wealth Management..., Leadership, 401k, Finance, Financial Reporting, Estate Planning, Forecasting, Fixed Income, Insurance, Auditing, Process Improvement, Mutual Funds, Mortgage Lending, Financial Planners, Wealth Management, Financial Services, Investments, Loans, Retirement Planning, Small Business
Education
State University of New York at Buffalo - School of Management
MBA, Finance
State University of New York at Buffalo - School of Management
BS, Accounting
Rome Free Academy
High School, Regents Diploma
Tim Chueh's Merrill Lynch Experience 2005 - 2008
Job Associate at Media Venture Partners, LLC
Industry Financial Services
Experience
Media Venture Partners, LLC April 2015 - Present
New York Philharmonic December 2012 - April 2015
General Motors May 2011 - August 2011
Madison Dearborn Partners 2008 - 2010
Merrill Lynch 2005 - 2008
Skills
Financial Modeling, Leveraged Finance, Due Diligence, Capital Markets, Private Equity, Valuation, Investment Banking, Corporate Finance, LBO, Venture Capital, Hedge Funds, Emerging Markets, Equities, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Finance and Management
Stanford University 2001 — 2005
BA, Economics
Media Venture Partners, LLC April 2015 - Present
New York Philharmonic December 2012 - April 2015
General Motors May 2011 - August 2011
Madison Dearborn Partners 2008 - 2010
Merrill Lynch 2005 - 2008
Skills
Financial Modeling, Leveraged Finance, Due Diligence, Capital Markets, Private Equity, Valuation, Investment Banking, Corporate Finance, LBO, Venture Capital, Hedge Funds, Emerging Markets, Equities, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Finance and Management
Stanford University 2001 — 2005
BA, Economics
Gabriella Grimaldi Gabriella Grimaldi's Merrill Lynch Experience June 2008 - September 2008
Job Relationship Banker at First Niagara Bank
Industry Banking
Experience
First Niagara Bank May 2010 - Present
San Marco Ristorante 2006 - Present
Merrill Lynch June 2008 - September 2008
Tony Walker & Co. 2004 - 2008
Education
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelor of Science in Business Administration, Finance, Marketing
First Niagara Bank May 2010 - Present
San Marco Ristorante 2006 - Present
Merrill Lynch June 2008 - September 2008
Tony Walker & Co. 2004 - 2008
Education
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelor of Science in Business Administration, Finance, Marketing
Pamela Eser Pamela Eser's Merrill Lynch Experience 1987 - 1989
Job MicroLead Programme Manager at UNCDF
Industry Financial Services
Experience
UNCDF March 2009 - Present
Mercy Corps November 1997 - February 2009
MBA Enterprise Corps 1993 - 1994
Chemical Bank August 1989 - May 1993
Merrill Lynch 1987 - 1989
Education
UCLA Anderson School of Management 1985 — 1987
MBA
Stanford University 1978 — 1982
BS, Engineering
UNCDF March 2009 - Present
Mercy Corps November 1997 - February 2009
MBA Enterprise Corps 1993 - 1994
Chemical Bank August 1989 - May 1993
Merrill Lynch 1987 - 1989
Education
UCLA Anderson School of Management 1985 — 1987
MBA
Stanford University 1978 — 1982
BS, Engineering
James Fehring James Fehring's Merrill Lynch Experience August 2011 - October 2012
Job Experienced Banking Relationship Manager
Industry Financial Services
Experience
Bay Commercial Bank October 2012 - April 2014
Boys & Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Merrill Lynch August 2011 - October 2012
Rabobank, Napa November 2006 - August 2011
Wells Fargo Bank November 2004 - November 2006
Wells Fargo Bank 2004 - 2006
Skills
Commercial Lending, Relationship Management, Banking, Underwriting, Financial Services, Loans, Finance, Credit, Strategic Planning, Business Development, CRM, Management
Education
Stanford University 1982 — 1986
BA, English Lit
Bay Commercial Bank October 2012 - April 2014
Boys & Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Merrill Lynch August 2011 - October 2012
Rabobank, Napa November 2006 - August 2011
Wells Fargo Bank November 2004 - November 2006
Wells Fargo Bank 2004 - 2006
Skills
Commercial Lending, Relationship Management, Banking, Underwriting, Financial Services, Loans, Finance, Credit, Strategic Planning, Business Development, CRM, Management
Education
Stanford University 1982 — 1986
BA, English Lit
Zach Nolan Zach Nolan's Merrill Lynch Experience June 2010 - July 2010
Job HFF
Industry Real Estate
Experience
HFF January 2013 - Present
RJS Realty October 2011 - January 2012
Pollock Financial Group July 2011 - August 2011
Stanford Football August 2006 - January 2011
Merrill Lynch June 2010 - July 2010
Xora, Inc. June 2009 - July 2009
Skills
Real Estate, Investment Properties, Marketing, Mergers & Acquisitions, Investments, Finance, Brokerage, Analysis, Sales, Acquisitions, Microsoft Excel, Public Speaking, Real Estate Development
Education
Stanford University 2010 — 2011
Master of Science (MS), Management Science and Engineering
Stanford University 2006 — 2010
Bachelor of Arts (B.A.), Economics
HFF January 2013 - Present
RJS Realty October 2011 - January 2012
Pollock Financial Group July 2011 - August 2011
Stanford Football August 2006 - January 2011
Merrill Lynch June 2010 - July 2010
Xora, Inc. June 2009 - July 2009
Skills
Real Estate, Investment Properties, Marketing, Mergers & Acquisitions, Investments, Finance, Brokerage, Analysis, Sales, Acquisitions, Microsoft Excel, Public Speaking, Real Estate Development
Education
Stanford University 2010 — 2011
Master of Science (MS), Management Science and Engineering
Stanford University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Joseph Elmlinger Joseph Elmlinger's Merrill Lynch Experience March 2010 - December 2011
Job Private Equity Investor
Industry Financial Services
Experience
Foundation Capital Partners November 2012 - September 2014
Firekeeper Investments January 2012 - November 2012
Merrill Lynch March 2010 - December 2011
Citi April 1993 - October 2008
ISDA September 2007 - September 2008
OCC January 2007 - September 2008
Bankers Trust Company March 1992 - March 1993
Amsterdam Pacific Corporation August 1990 - March 1992
Bankers Trust Company August 1985 - June 1988
Skills
Equities, Structured Products, Investment Banking, Derivatives, Capital Markets, Financial Structuring, Investments, Private Equity, Equity Derivatives, Risk Management, Options, Banking, Asset Management, Hedge Funds, Trading, Mutual Funds
Education
Stanford GSB 1988 — 1990
MBA
University of Vermont 1981 — 1985
B.A., English, Political Science
Foundation Capital Partners November 2012 - September 2014
Firekeeper Investments January 2012 - November 2012
Merrill Lynch March 2010 - December 2011
Citi April 1993 - October 2008
ISDA September 2007 - September 2008
OCC January 2007 - September 2008
Bankers Trust Company March 1992 - March 1993
Amsterdam Pacific Corporation August 1990 - March 1992
Bankers Trust Company August 1985 - June 1988
Skills
Equities, Structured Products, Investment Banking, Derivatives, Capital Markets, Financial Structuring, Investments, Private Equity, Equity Derivatives, Risk Management, Options, Banking, Asset Management, Hedge Funds, Trading, Mutual Funds
Education
Stanford GSB 1988 — 1990
MBA
University of Vermont 1981 — 1985
B.A., English, Political Science
H. David de Laureal H. David de Laureal's Merrill Lynch Experience 2004 - 2006
Job Managing Director at Bernhard Capital Partners
Industry Financial Services
Experience
Bernhard Capital Partners 2013 - Present
Shale-Inland Holdings, LLC 2012 - 2013
TowerBrook Capital Partners 2010 - 2013
Highside Capital Management 2009 - 2009
TowerBrook Capital Partners 2006 - 2008
Merrill Lynch 2004 - 2006
Education
Stanford University Graduate School of Business 2008 — 2010
MBA, Finance
University of Virginia 2000 — 2004
Commerce, Finance
Bernhard Capital Partners 2013 - Present
Shale-Inland Holdings, LLC 2012 - 2013
TowerBrook Capital Partners 2010 - 2013
Highside Capital Management 2009 - 2009
TowerBrook Capital Partners 2006 - 2008
Merrill Lynch 2004 - 2006
Education
Stanford University Graduate School of Business 2008 — 2010
MBA, Finance
University of Virginia 2000 — 2004
Commerce, Finance
Gil Morales Gil Morales's Merrill Lynch Experience June 1991 - June 1994
Job Proprietary Trader, Investment Author, Managing Director and Principal MoKa Investors, LLC
Industry Investment Management
Experience
Virtue of Selfish Investing, LLC August 2011 - Present
MoKa Investors, LLC October 2009 - Present
Gil Morales & Company, LLC April 2007 - Present
G Morales, LLC November 2005 - Present
William O'Neil + Co. Inc. November 1997 - October 2005
Paine Webber July 1994 - October 1997
Merrill Lynch June 1991 - June 1994
Skills
Securities, Investment Advisory, Investments, Stocks, Trading, Equities, Technical Analysis, Investment Strategies, Financial Markets, Alternative Investments, Asset Management, Series 7, Mutual Funds, Portfolio Management, Retirement Planning, Series 63
Education
Stanford University 1977 — 1981
Bachelor of Arts, Economics
Virtue of Selfish Investing, LLC August 2011 - Present
MoKa Investors, LLC October 2009 - Present
Gil Morales & Company, LLC April 2007 - Present
G Morales, LLC November 2005 - Present
William O'Neil + Co. Inc. November 1997 - October 2005
Paine Webber July 1994 - October 1997
Merrill Lynch June 1991 - June 1994
Skills
Securities, Investment Advisory, Investments, Stocks, Trading, Equities, Technical Analysis, Investment Strategies, Financial Markets, Alternative Investments, Asset Management, Series 7, Mutual Funds, Portfolio Management, Retirement Planning, Series 63
Education
Stanford University 1977 — 1981
Bachelor of Arts, Economics
Jose Panganiban Jose Panganiban's Merrill Lynch Experience May 2006 - May 2007
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Citi May 2007 - April 2014
Merrill Lynch May 2006 - May 2007
Bear Stearns February 2000 - May 2006
Skills
Derivatives, Counterparty Risk, Fixed Income, Credit Risk, Equities, CVA, Quantitative Finance, VBA
Education
Stanford University 1994 — 1999
Doctor of Philosophy (Ph.D.), Engineering Economic Systems and Operations Research
Stanford University 1993 — 1994
Master of Science (M.S.), Engineering Economic Systems
Stanford University 1992 — 1993
Master of Science (M.S.), Operations Research
Hochschule für Musik und Theater München 1990 — 1991
Aufbaustudium, Piano Performance
J.P. Morgan May 2014 - Present
Citi May 2007 - April 2014
Merrill Lynch May 2006 - May 2007
Bear Stearns February 2000 - May 2006
Skills
Derivatives, Counterparty Risk, Fixed Income, Credit Risk, Equities, CVA, Quantitative Finance, VBA
Education
Stanford University 1994 — 1999
Doctor of Philosophy (Ph.D.), Engineering Economic Systems and Operations Research
Stanford University 1993 — 1994
Master of Science (M.S.), Engineering Economic Systems
Stanford University 1992 — 1993
Master of Science (M.S.), Operations Research
Hochschule für Musik und Theater München 1990 — 1991
Aufbaustudium, Piano Performance
Carol Kostik Carol Kostik's Merrill Lynch Experience 1987 - 1995
Job Deputy Comptroller for Public Finance at New York City Comptroller's Office
Industry Capital Markets
Experience
New York City Comptroller's Office October 2006 - Present
NYC Housing Development Corp. 2004 - 2006
Nassau Interim Finance Authority 2000 - 2004
Merrill Lynch 1987 - 1995
Skills
Public Finance, Interest Rate..., Capital Markets, Fixed Income, Investment Banking, Public Policy, Hedge Funds, Portfolio Management, Bonds, Asset Management
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Williams College 1975 — 1979
BA, Political Economy
New York City Comptroller's Office October 2006 - Present
NYC Housing Development Corp. 2004 - 2006
Nassau Interim Finance Authority 2000 - 2004
Merrill Lynch 1987 - 1995
Skills
Public Finance, Interest Rate..., Capital Markets, Fixed Income, Investment Banking, Public Policy, Hedge Funds, Portfolio Management, Bonds, Asset Management
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Williams College 1975 — 1979
BA, Political Economy
Jeff Shusta Jeff Shusta's Merrill Lynch Experience May 2001 - February 2011
Job Corporate / Business Development at 3M
Industry Mechanical or Industrial Engineering
Experience
3M February 2011 - Present
Merrill Lynch May 2001 - February 2011
Motorola Solutions April 1997 - September 1999
US Army May 1994 - April 1997
Skills
Business Development, Mergers & Acquisitions, Competitive Analysis, Strategic Planning, Executive Management, Investments, Corporate Finance, Process Improvement, Valuation, Investment Banking, Cross-functional Team..., Leadership, Financial Modeling, Corporate Development, Strategic Negotiations, Acquisition Integration, Strategy, Management
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
US Military Academy 1990 — 1994
BS, Mechanical Engineering
3M February 2011 - Present
Merrill Lynch May 2001 - February 2011
Motorola Solutions April 1997 - September 1999
US Army May 1994 - April 1997
Skills
Business Development, Mergers & Acquisitions, Competitive Analysis, Strategic Planning, Executive Management, Investments, Corporate Finance, Process Improvement, Valuation, Investment Banking, Cross-functional Team..., Leadership, Financial Modeling, Corporate Development, Strategic Negotiations, Acquisition Integration, Strategy, Management
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
US Military Academy 1990 — 1994
BS, Mechanical Engineering
Tina Yoder Tina Yoder's Merrill Lynch Experience 1983 - 1993
Job CPA Financial Solutions, PA
Industry Financial Services
Experience
CPA Financial Solutions, PA January 2013 - Present
Heartland in the field Magazine June 2013 - Present
Woodland the Community Church 2012 - 2013
Woodland the Community Church 2009 - 2012
Sarasota Baptist Church 2000 - 2008
Merrill Lynch 1983 - 1993
Skills
Church Events, Missions, Community Outreach, Biblical Studies, Pastoral Counseling, Discipleship, Volunteer Management, Leadership, Event Planning, Customer Service
Education
Manatee Community College 1990 — 1991
Economics, English
MTI
Accounting, QuickBooks
CPA Financial Solutions, PA January 2013 - Present
Heartland in the field Magazine June 2013 - Present
Woodland the Community Church 2012 - 2013
Woodland the Community Church 2009 - 2012
Sarasota Baptist Church 2000 - 2008
Merrill Lynch 1983 - 1993
Skills
Church Events, Missions, Community Outreach, Biblical Studies, Pastoral Counseling, Discipleship, Volunteer Management, Leadership, Event Planning, Customer Service
Education
Manatee Community College 1990 — 1991
Economics, English
MTI
Accounting, QuickBooks
Kimberly (Kimmi) Wall Kimberly (Kimmi) Wall's Merrill Lynch Experience June 2010 - September 2010
Job Product Manager at Zynga
Industry Management Consulting
Experience
Zynga June 2014 - Present
Disney Interactive Studios March 2013 - June 2014
Disney Interactive Media Group June 2012 - March 2013
Arthur J. Gallagher & Co. June 2011 - August 2011
Merrill Lynch June 2010 - September 2010
85 Broads March 2010 - April 2010
Caltech June 2007 - August 2007
Skills
Program Management, Product Management, User Experience, Analytics, Mobile Applications, Competitive Analysis, Data Analysis, Mobile Devices, Strategy, PowerPoint, Market Research, Java, Game Development
Education
Stanford University 2008 — 2012
BS, Management Science and Engineering
Zynga June 2014 - Present
Disney Interactive Studios March 2013 - June 2014
Disney Interactive Media Group June 2012 - March 2013
Arthur J. Gallagher & Co. June 2011 - August 2011
Merrill Lynch June 2010 - September 2010
85 Broads March 2010 - April 2010
Caltech June 2007 - August 2007
Skills
Program Management, Product Management, User Experience, Analytics, Mobile Applications, Competitive Analysis, Data Analysis, Mobile Devices, Strategy, PowerPoint, Market Research, Java, Game Development
Education
Stanford University 2008 — 2012
BS, Management Science and Engineering
Nate Lovelle, CFA's Merrill Lynch Experience December 1998 - January 2009
Job Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch December 1998 - January 2009
Education
University of Tulsa 1994 — 1998
BSBA, Finance
Stanford University 1992 — 1993
Economics
Bartlesville High School
UBS January 2009 - Present
Merrill Lynch December 1998 - January 2009
Education
University of Tulsa 1994 — 1998
BSBA, Finance
Stanford University 1992 — 1993
Economics
Bartlesville High School
Eric Mitzenmacher Eric Mitzenmacher's Merrill Lynch Experience June 2007 - August 2007
Job Consumer Financial Services Associate at K&L Gates
Industry Law Practice
Experience
K&L Gates September 2011 - Present
HLM Properties February 2007 - Present
Yale University September 2010 - December 2010
Federal Trade Commission July 2010 - August 2010
K&L Gates May 2010 - July 2010
Federal Trade Commission May 2009 - July 2009
The Learning Spring January 2005 - June 2008
Merrill Lynch June 2007 - August 2007
Education
Yale Law School 2008 — 2011
JD
Stanford University 2004 — 2008
B.A / B.S.
Phillips Academy (Andover, MA) 2000 — 2004
High School Diploma
K&L Gates September 2011 - Present
HLM Properties February 2007 - Present
Yale University September 2010 - December 2010
Federal Trade Commission July 2010 - August 2010
K&L Gates May 2010 - July 2010
Federal Trade Commission May 2009 - July 2009
The Learning Spring January 2005 - June 2008
Merrill Lynch June 2007 - August 2007
Education
Yale Law School 2008 — 2011
JD
Stanford University 2004 — 2008
B.A / B.S.
Phillips Academy (Andover, MA) 2000 — 2004
High School Diploma
George Santana, CFA's Merrill Lynch Experience September 1993 - September 1998
Job Managing Director, Investment Banking at Chardan Capital Markets
Industry Financial Services
Experience
Chardan Capital Markets, LLC January 2015 - Present
Ascendiant Capital Markets LLC February 2014 - January 2015
Ascendiant Capital Markets LLC November 2013 - February 2014
Ascendiant Capital Markets LLC April 2011 - November 2013
Greener Dawn March 2009 - August 2010
Global Hunter Securities November 2007 - June 2008
B. Riley & Co. April 2007 - November 2007
Wedbush Morgan Securities November 1999 - January 2002
Merrill Lynch September 1993 - September 1998
D.A. Campbell Company September 1991 - September 1993
Skills
Enterprise Software, Cement, Renewable Energy, Solar Energy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Investments, Financial Analysis, Corporate Finance, Private Placements, Mergers, Venture Capital, Cleantech, Equity Research, Mergers & Acquisitions, Hedge Funds, Strategy, Corporate Development, Finance, Series 7, Alternative Investments, Trading, Equities, Capital Markets, Securities, Equity Valuation, Series 24, Sell Side, Series 63, Emerging Markets, Business Valuation, Economics, Institutional..., Financial Markets, DCF
Education
Stanford University 1985 — 1989
BA, Quantitative Economics
Chardan Capital Markets, LLC January 2015 - Present
Ascendiant Capital Markets LLC February 2014 - January 2015
Ascendiant Capital Markets LLC November 2013 - February 2014
Ascendiant Capital Markets LLC April 2011 - November 2013
Greener Dawn March 2009 - August 2010
Global Hunter Securities November 2007 - June 2008
B. Riley & Co. April 2007 - November 2007
Wedbush Morgan Securities November 1999 - January 2002
Merrill Lynch September 1993 - September 1998
D.A. Campbell Company September 1991 - September 1993
Skills
Enterprise Software, Cement, Renewable Energy, Solar Energy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Investments, Financial Analysis, Corporate Finance, Private Placements, Mergers, Venture Capital, Cleantech, Equity Research, Mergers & Acquisitions, Hedge Funds, Strategy, Corporate Development, Finance, Series 7, Alternative Investments, Trading, Equities, Capital Markets, Securities, Equity Valuation, Series 24, Sell Side, Series 63, Emerging Markets, Business Valuation, Economics, Institutional..., Financial Markets, DCF
Education
Stanford University 1985 — 1989
BA, Quantitative Economics
Cynthia Loh Cynthia Loh's Merrill Lynch Experience 2007 - 2008
Job Architectural Business Development Executive ★ Defining New Product Opportunities & Key Initiatives ★ World Adventurer
Industry Investment Management
Experience
Betterment July 2015 - Present
ZocDoc February 2013 - June 2015
Berens Capital Management January 2012 - January 2013
PIMCO 2008 - 2012
Merrill Lynch 2007 - 2008
Merrill Lynch 2002 - 2005
Skills
Emerging Markets, Investment Banking, Equities, Asset Management, Hedge Funds, Investments, Financial Services, Business Development, Alternative Investments, Fixed Income, Investment Management, Private Equity, Asset Allocation, Financial Modeling, Capital Markets, Portfolio Management, Venture Capital, Derivatives, Due Diligence, Corporate Development, Healthcare, Strategy, Strategic Partnerships, Start-ups, Management, Corporate Finance, Valuation, Fund Of Funds, Mergers & Acquisitions, CRM, Asset Managment
Education
University of California, Berkeley 1998 — 2002
Bachelor of Arts (BA), Cognitive Science with a minor in Business Administration
Brebeuf Jesuit Preparatory
Stanford University Graduate School of Business
MBA, Business
Betterment July 2015 - Present
ZocDoc February 2013 - June 2015
Berens Capital Management January 2012 - January 2013
PIMCO 2008 - 2012
Merrill Lynch 2007 - 2008
Merrill Lynch 2002 - 2005
Skills
Emerging Markets, Investment Banking, Equities, Asset Management, Hedge Funds, Investments, Financial Services, Business Development, Alternative Investments, Fixed Income, Investment Management, Private Equity, Asset Allocation, Financial Modeling, Capital Markets, Portfolio Management, Venture Capital, Derivatives, Due Diligence, Corporate Development, Healthcare, Strategy, Strategic Partnerships, Start-ups, Management, Corporate Finance, Valuation, Fund Of Funds, Mergers & Acquisitions, CRM, Asset Managment
Education
University of California, Berkeley 1998 — 2002
Bachelor of Arts (BA), Cognitive Science with a minor in Business Administration
Brebeuf Jesuit Preparatory
Stanford University Graduate School of Business
MBA, Business
Jack Hennessy's Merrill Lynch Experience June 2014 - August 2014
Job Incoming Management Consulting Intern at PwC
Industry Financial Services
Experience
PwC May 2015 - Present
U.S. Department of State September 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Stanford University June 2013 - August 2013
Skills
Fundraising, Grassroots Fundraising, Social Entrepreneurship, Project Management, Design Thinking, Youth Entrepreneurship, Business Planning, Research, Teaching, Market Research, Analysis, Entrepreneurship, Recruiting, Management Consulting, Public Speaking, PowerPoint, Microsoft Office, Event Planning, Community Outreach, Social Media, Leadership
Education
Stanford University 2012 — 2016
Bachelor of Arts (B.A.), International Relations, Economic Development & International Security
PwC May 2015 - Present
U.S. Department of State September 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Stanford University June 2013 - August 2013
Skills
Fundraising, Grassroots Fundraising, Social Entrepreneurship, Project Management, Design Thinking, Youth Entrepreneurship, Business Planning, Research, Teaching, Market Research, Analysis, Entrepreneurship, Recruiting, Management Consulting, Public Speaking, PowerPoint, Microsoft Office, Event Planning, Community Outreach, Social Media, Leadership
Education
Stanford University 2012 — 2016
Bachelor of Arts (B.A.), International Relations, Economic Development & International Security
Nalini Ramadoss's Merrill Lynch Experience October 2004 - July 2007
Job Sr Leader IT Engineering Engagement Manager SaaS & Cloud Platform
Industry Computer Networking
Experience
Cisco Systems March 2012 - Present
Cisco August 2007 - March 2012
Merrill Lynch October 2004 - July 2007
Microsoft March 2002 - September 2004
Wells Fargo January 2000 - February 2002
BANDAI NAMCO Games America Inc. January 1999 - January 2000
Microsoft February 1998 - February 1999
NIIT Technologies Limited January 1995 - March 1997
Skills
Cloud Computing, Program Management, Software Project..., SaaS, IT Strategy, Vendor Management, Requirements Analysis, Enterprise Software, Agile Methodologies, Cross-functional Team..., IT Operations Management, Agile & Waterfall..., Oracle ERP..., Datacenter operations, Leadership, Strategy, Integration, Business Intelligence, Data Center, ITIL, Software Development, Process Improvement, Product Management, PMO
Education
Stanford University
strategic leadership
Stanford University
Stratigic Leadership
Cisco Systems March 2012 - Present
Cisco August 2007 - March 2012
Merrill Lynch October 2004 - July 2007
Microsoft March 2002 - September 2004
Wells Fargo January 2000 - February 2002
BANDAI NAMCO Games America Inc. January 1999 - January 2000
Microsoft February 1998 - February 1999
NIIT Technologies Limited January 1995 - March 1997
Skills
Cloud Computing, Program Management, Software Project..., SaaS, IT Strategy, Vendor Management, Requirements Analysis, Enterprise Software, Agile Methodologies, Cross-functional Team..., IT Operations Management, Agile & Waterfall..., Oracle ERP..., Datacenter operations, Leadership, Strategy, Integration, Business Intelligence, Data Center, ITIL, Software Development, Process Improvement, Product Management, PMO
Education
Stanford University
strategic leadership
Stanford University
Stratigic Leadership
Rick Li's Merrill Lynch Experience August 2012 - May 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
McCombs School of Business January 2015 - May 2015
Vista Equity Partners September 2014 - December 2014
Jefferies LLC May 2014 - August 2014
Vista Equity Partners January 2014 - May 2014
Goldman Sachs May 2013 - August 2013
Merrill Lynch August 2012 - May 2013
Market Maker Realty & Investments October 2011 - August 2012
Merrill Lynch June 2011 - August 2011
Hank Haney Golf June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Leadership, Analysis, Market Research, PowerPoint, CRM, Management, Investment Banking, Business Analysis, Process Improvement, Access, Data Analysis, Microsoft Office, Forecasting, Business Strategy, Microsoft Word, Time Management, Valuation, Teamwork, Outlook, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master of Professional Accounting (MPA)
The University of Texas at Austin - Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Stanford University 2009 — 2009
High School Summer College
Goldman Sachs July 2015 - Present
McCombs School of Business January 2015 - May 2015
Vista Equity Partners September 2014 - December 2014
Jefferies LLC May 2014 - August 2014
Vista Equity Partners January 2014 - May 2014
Goldman Sachs May 2013 - August 2013
Merrill Lynch August 2012 - May 2013
Market Maker Realty & Investments October 2011 - August 2012
Merrill Lynch June 2011 - August 2011
Hank Haney Golf June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Leadership, Analysis, Market Research, PowerPoint, CRM, Management, Investment Banking, Business Analysis, Process Improvement, Access, Data Analysis, Microsoft Office, Forecasting, Business Strategy, Microsoft Word, Time Management, Valuation, Teamwork, Outlook, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master of Professional Accounting (MPA)
The University of Texas at Austin - Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Stanford University 2009 — 2009
High School Summer College
Tammy Sala Tammy Sala's Merrill Lynch Experience 1995 - 2004
Job VP and Head of Human Resources
Industry Retail
Experience
Sleepy's, The Mattress Professionals July 2015 - Present
First Data March 2004 - July 2015
Merrill Lynch 1995 - 2004
CTG 1994 - 1995
Skills
Change Management, Deferred Compensation, Employee Engagement, Employee Relations, Executive Management, Financial Services, HR Consulting, Human Resources, HRIS, Management, Onboarding, Organizational Design, Organizational..., Performance Management, Personnel Management, Recruiting, Strategy, Succession Planning, Talent Acquisition, Talent Management, Training, Vendor Management, Workforce Planning
Education
State University of New York at Buffalo - School of Management 1992 — 1994
MBA, Business Administration and Management, General
State University of New York College at Geneseo 1988 — 1992
Bachelor's degree, Communication and Media Studies
Sleepy's, The Mattress Professionals July 2015 - Present
First Data March 2004 - July 2015
Merrill Lynch 1995 - 2004
CTG 1994 - 1995
Skills
Change Management, Deferred Compensation, Employee Engagement, Employee Relations, Executive Management, Financial Services, HR Consulting, Human Resources, HRIS, Management, Onboarding, Organizational Design, Organizational..., Performance Management, Personnel Management, Recruiting, Strategy, Succession Planning, Talent Acquisition, Talent Management, Training, Vendor Management, Workforce Planning
Education
State University of New York at Buffalo - School of Management 1992 — 1994
MBA, Business Administration and Management, General
State University of New York College at Geneseo 1988 — 1992
Bachelor's degree, Communication and Media Studies
Kellen Kiilsgaard's Merrill Lynch Experience February 2012 - July 2014
Job Business Development at LendingHome
Industry Real Estate
Experience
LendingHome September 2015 - Present
LendingHome February 2015 - September 2015
UBS July 2014 - February 2015
Merrill Lynch February 2012 - July 2014
Houston Astros June 2010 - January 2012
SanDisk Corporation April 2010 - July 2010
Skills
Business Development, Marketing Communications, Business Strategy, Wealth Management, Salesforce.com, Real Estate, Public Speaking, Sales Operations, Social Media, Microsoft Excel, Growth Investing, Team Building, Credit Management
Education
Stanford University 2007 — 2011
Bachelor of Arts (B.A.), Communication
LendingHome September 2015 - Present
LendingHome February 2015 - September 2015
UBS July 2014 - February 2015
Merrill Lynch February 2012 - July 2014
Houston Astros June 2010 - January 2012
SanDisk Corporation April 2010 - July 2010
Skills
Business Development, Marketing Communications, Business Strategy, Wealth Management, Salesforce.com, Real Estate, Public Speaking, Sales Operations, Social Media, Microsoft Excel, Growth Investing, Team Building, Credit Management
Education
Stanford University 2007 — 2011
Bachelor of Arts (B.A.), Communication
John Petrofsky John Petrofsky's Merrill Lynch Experience June 2007 - September 2007
Job Equity Analyst at Torray LLC
Industry Financial Services
Experience
Torray LLC July 2014 - Present
Cambridge Associates January 2009 - January 2012
Deutsche Bank January 2008 - January 2009
Merrill Lynch June 2007 - September 2007
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA)
Stanford University
Bachelor of Arts (B.A.), International Relations
Torray LLC July 2014 - Present
Cambridge Associates January 2009 - January 2012
Deutsche Bank January 2008 - January 2009
Merrill Lynch June 2007 - September 2007
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA)
Stanford University
Bachelor of Arts (B.A.), International Relations
Joshua Gatewood Joshua Gatewood's Merrill Lynch Experience December 2009 - January 2010
Job Founder and CEO at Yankee Doodle Dandy's
Industry Food & Beverages
Experience
Yankee Doodle Dandy's September 2013 - Present
Delta Air Lines June 2011 - January 2012
Michelin - Aircrafts Division January 2011 - May 2011
Merrill Lynch December 2009 - January 2010
Contiki Holidays 2008 - 2008
Skills
Process Improvement, Analysis, Management, Finance, Business Strategy, Sales, Microsoft Excel, PowerPoint, Data Analysis, Marketing Strategy
Education
Stanford University Graduate School of Business 2015 — 2015
Stanford Ignite, Entrepreneurship/Entrepreneurial Studies
University of South Carolina - Darla Moore School of Business 2009 — 2010
Masters of International Business, International Business
University of Tennessee-Knoxville 2006 — 2009
Bachelors of Business Administration, Finance
Yankee Doodle Dandy's September 2013 - Present
Delta Air Lines June 2011 - January 2012
Michelin - Aircrafts Division January 2011 - May 2011
Merrill Lynch December 2009 - January 2010
Contiki Holidays 2008 - 2008
Skills
Process Improvement, Analysis, Management, Finance, Business Strategy, Sales, Microsoft Excel, PowerPoint, Data Analysis, Marketing Strategy
Education
Stanford University Graduate School of Business 2015 — 2015
Stanford Ignite, Entrepreneurship/Entrepreneurial Studies
University of South Carolina - Darla Moore School of Business 2009 — 2010
Masters of International Business, International Business
University of Tennessee-Knoxville 2006 — 2009
Bachelors of Business Administration, Finance
Brandi Simpson Brandi Simpson's Merrill Lynch Experience 1993 - 1995
Job
Industry Biotechnology
Experience
Navigen, Inc. April 2014 - Present
Navigen, Inc June 2007 - April 2014
Veritract 2011 - April 2014
NPS Pharmaceuticals November 2005 - June 2007
NPS Pharmaceuticals November 2002 - November 2005
Booz Allen & Hamilton September 1997 - March 2002
Arthur D Little 1996 - 1996
Merrill Lynch 1993 - 1995
United Way of America 1991 - 1992
Skills
Lifesciences, Corporate Development, Patents, Biotechnology, Start-ups, Commercialization, Medical Devices, Licensing, Oncology, Pharmaceutical Industry, Clinical Trials, Cross-functional Team..., Strategy, Technology Transfer, Intellectual Property, Drug Discovery, Drug Development, Clinical Development
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
University of Utah - David Eccles School of Business 1989 — 1993
BS, Finance
Blackfoot High School 1984 — 1989
Navigen, Inc. April 2014 - Present
Navigen, Inc June 2007 - April 2014
Veritract 2011 - April 2014
NPS Pharmaceuticals November 2005 - June 2007
NPS Pharmaceuticals November 2002 - November 2005
Booz Allen & Hamilton September 1997 - March 2002
Arthur D Little 1996 - 1996
Merrill Lynch 1993 - 1995
United Way of America 1991 - 1992
Skills
Lifesciences, Corporate Development, Patents, Biotechnology, Start-ups, Commercialization, Medical Devices, Licensing, Oncology, Pharmaceutical Industry, Clinical Trials, Cross-functional Team..., Strategy, Technology Transfer, Intellectual Property, Drug Discovery, Drug Development, Clinical Development
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
University of Utah - David Eccles School of Business 1989 — 1993
BS, Finance
Blackfoot High School 1984 — 1989
Hal Wehrhagen Hal Wehrhagen's Merrill Lynch Experience October 1996 - May 1997
Job Sr. Manager, Staffing at PTC Therapeutics, Inc.
Industry Staffing and Recruiting
Experience
PTC Therapeutics, Inc. June 2014 - Present
PTC Therapeutics, Inc. February 2014 - June 2014
Novo Nordisk A/S March 2012 - November 2013
Merck September 1999 - November 2011
Hoechst Marion Roussel May 1997 - September 1999
Merrill Lynch October 1996 - May 1997
Madge Networks April 1995 - October 1996
Skills
Trained Competency..., AIRS Certified Internet..., Social Media Recruiting, Pharmaceutical..., Applicant Tracking..., Hiring, Biotechnology, Regulatory Affairs, Clinical, Pharmacovigilance, Technical Recruiting, Talent Acquisition, Executive Search, Screening, Sourcing, Employer Branding, Interviewing, Full-cycle Recruiting, Life Sciences, Compensation, Healthcare, Pharmaceuticals, Salary Negotiation, Performance Management, Clinical Research, Cold Calling, Contract Recruitment, Strategic Sourcing, R&D, Process Improvement, HR Consulting, Recruitment/Retention, Recruitment Advertising, Resume Writing, Oncology, Coaching, HR Policies, Benefits Negotiation, Recruiting, Pharmaceutical Industry, Taleo, Human Resources, Deferred Compensation, Onboarding, College Recruiting, Interviews, Talent Management, Leadership, SDLC, Behavioral Interviewing
Education
State University of New York College at Plattsburgh
BA, Psychology
State University of New York at Buffalo - School of Management
MBA, Human Resource Management
PTC Therapeutics, Inc. June 2014 - Present
PTC Therapeutics, Inc. February 2014 - June 2014
Novo Nordisk A/S March 2012 - November 2013
Merck September 1999 - November 2011
Hoechst Marion Roussel May 1997 - September 1999
Merrill Lynch October 1996 - May 1997
Madge Networks April 1995 - October 1996
Skills
Trained Competency..., AIRS Certified Internet..., Social Media Recruiting, Pharmaceutical..., Applicant Tracking..., Hiring, Biotechnology, Regulatory Affairs, Clinical, Pharmacovigilance, Technical Recruiting, Talent Acquisition, Executive Search, Screening, Sourcing, Employer Branding, Interviewing, Full-cycle Recruiting, Life Sciences, Compensation, Healthcare, Pharmaceuticals, Salary Negotiation, Performance Management, Clinical Research, Cold Calling, Contract Recruitment, Strategic Sourcing, R&D, Process Improvement, HR Consulting, Recruitment/Retention, Recruitment Advertising, Resume Writing, Oncology, Coaching, HR Policies, Benefits Negotiation, Recruiting, Pharmaceutical Industry, Taleo, Human Resources, Deferred Compensation, Onboarding, College Recruiting, Interviews, Talent Management, Leadership, SDLC, Behavioral Interviewing
Education
State University of New York College at Plattsburgh
BA, Psychology
State University of New York at Buffalo - School of Management
MBA, Human Resource Management
Pedro Henrique Sanzovo's Merrill Lynch Experience June 2013 - August 2013
Job Deployment Strategist at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies August 2015 - Present
Stanford University September 2013 - June 2015
The Boston Consulting Group June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
BSCUE July 2011 - July 2013
Ingresse June 2012 - September 2012
Skills
Entrepreneurship, C++, Start-ups, Java, SQL, HTML, Data Analysis
Education
Stanford University 2011 — 2015
B.S, Computer Science
Colégio Etapa 2008 — 2010
Palantir Technologies August 2015 - Present
Stanford University September 2013 - June 2015
The Boston Consulting Group June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
BSCUE July 2011 - July 2013
Ingresse June 2012 - September 2012
Skills
Entrepreneurship, C++, Start-ups, Java, SQL, HTML, Data Analysis
Education
Stanford University 2011 — 2015
B.S, Computer Science
Colégio Etapa 2008 — 2010
Kate Baldoni's Merrill Lynch Experience August 2008 - September 2008
Job Associate Sales Representative at Oracle
Industry Human Resources
Experience
Oracle July 2014 - Present
MuleSoft Inc October 2013 - July 2014
Newport Investment Associates June 2013 - August 2013
Stanford Water Polo Club June 2010 - July 2010
Stanford University Student Store June 2010 - July 2010
Merrill Lynch August 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Sales, Leadership, Human Resources, Information Technology, Presentations
Education
Stanford University 2013 — 2014
Master's Degree, Communication and Media Studies
Stanford University 2009 — 2013
Bachelor of Arts (B.A.), Science, Technology and Society
Oracle July 2014 - Present
MuleSoft Inc October 2013 - July 2014
Newport Investment Associates June 2013 - August 2013
Stanford Water Polo Club June 2010 - July 2010
Stanford University Student Store June 2010 - July 2010
Merrill Lynch August 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Sales, Leadership, Human Resources, Information Technology, Presentations
Education
Stanford University 2013 — 2014
Master's Degree, Communication and Media Studies
Stanford University 2009 — 2013
Bachelor of Arts (B.A.), Science, Technology and Society
Megan Wei's Merrill Lynch Experience May 2008 - July 2008
Job MBA Candidate at Stanford Graduate School of Business
Industry Retail
Experience
Nike April 2014 - July 2014
Nike June 2012 - April 2014
UBS Investment Bank July 2010 - April 2012
UBS Investment Bank June 2009 - August 2009
Merrill Lynch May 2008 - July 2008
Skills
DCF, Valuation, Financial Modeling, Economics, Asset Managment, Financial Analysis, Microsoft Excel, Research, Asset Management, Bloomberg, Business Strategy, Private Equity
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The Johns Hopkins University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Nike April 2014 - July 2014
Nike June 2012 - April 2014
UBS Investment Bank July 2010 - April 2012
UBS Investment Bank June 2009 - August 2009
Merrill Lynch May 2008 - July 2008
Skills
DCF, Valuation, Financial Modeling, Economics, Asset Managment, Financial Analysis, Microsoft Excel, Research, Asset Management, Bloomberg, Business Strategy, Private Equity
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The Johns Hopkins University 2006 — 2010
Bachelor of Arts (B.A.), Economics
David Fang David Fang's Merrill Lynch Experience 1995 - 1997
Job Director at ORIX Mezzanine and Private Equity
Industry Financial Services
Experience
Datascan, LP March 2014 - Present
Questco Inc December 2013 - Present
R2integrated 2012 - Present
ORIX 2011 - Present
Bass Companies 2009 - 2011
Forum Partners 2005 - 2009
CastleArk Management 2000 - 2003
CIVC Partners 1997 - 1999
Merrill Lynch 1995 - 1997
Skills
Private Equity, Hedge Funds, Investment Management, Family Office, Alternative Investments, Valuation, Financial Modeling, Venture Capital, Investments, Investment Banking, Capital Markets, Due Diligence, Corporate Finance, Portfolio Management, Asset Managment
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Business
Stanford University 1991 — 1995
BA, Economics
IMSA
Datascan, LP March 2014 - Present
Questco Inc December 2013 - Present
R2integrated 2012 - Present
ORIX 2011 - Present
Bass Companies 2009 - 2011
Forum Partners 2005 - 2009
CastleArk Management 2000 - 2003
CIVC Partners 1997 - 1999
Merrill Lynch 1995 - 1997
Skills
Private Equity, Hedge Funds, Investment Management, Family Office, Alternative Investments, Valuation, Financial Modeling, Venture Capital, Investments, Investment Banking, Capital Markets, Due Diligence, Corporate Finance, Portfolio Management, Asset Managment
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Business
Stanford University 1991 — 1995
BA, Economics
IMSA
David Lee, CFA David Lee, CFA's Merrill Lynch Experience June 2002 - August 2002
Job Manager at Ernst and Young
Industry Financial Services
Experience
Ernst and Young October 2013 - Present
Ernst & Young June 2012 - October 2013
Investance October 2010 - June 2012
Group One Trading, LP October 2007 - October 2010
Group One Trading, LP October 2006 - October 2007
Group One Trading, LP August 2004 - October 2006
A.G. EDWARDS & SONS June 2003 - August 2003
Merrill Lynch June 2002 - August 2002
Skills
Options, Derivatives, Volatility, Equities, Trading, Management Consulting, project management, Business Analysis, Financial Analysis, Financial Advisory, Reporting & Analysis, Budget Preparation, SDLC, PMO, Financial Services, Financial Risk, Project Management, Information Technology, Portfolio Management
Education
Stanford University 2000 — 2004
B.S., Biological Sciences/Economics
Ernst and Young October 2013 - Present
Ernst & Young June 2012 - October 2013
Investance October 2010 - June 2012
Group One Trading, LP October 2007 - October 2010
Group One Trading, LP October 2006 - October 2007
Group One Trading, LP August 2004 - October 2006
A.G. EDWARDS & SONS June 2003 - August 2003
Merrill Lynch June 2002 - August 2002
Skills
Options, Derivatives, Volatility, Equities, Trading, Management Consulting, project management, Business Analysis, Financial Analysis, Financial Advisory, Reporting & Analysis, Budget Preparation, SDLC, PMO, Financial Services, Financial Risk, Project Management, Information Technology, Portfolio Management
Education
Stanford University 2000 — 2004
B.S., Biological Sciences/Economics
Lana Call Lana Call's Merrill Lynch Experience September 1994 - September 1995
Job Systems Architect/Project Manager at Independent Consultant (cont.)
Industry Executive Office
Experience
Independent Consultant September 1997 - Present
Independent Consultant September 1997 - Present
CNN September 1996 - September 1997
CNN September 1995 - September 1996
Merrill Lynch September 1994 - September 1995
Credit Suisse September 1993 - September 1994
Credit Suisse April 1993 - September 1993
NYC Dept. of Finance. Audit and Enforcement Division December 1990 - April 1993
NYC Dept. of Finance. Audit and Enforcement Division December 1988 - December 1990
Daniels Security Systems, Inc. January 1988 - December 1988
Skills
Strategic Planning, Process Improvement, Research, Change Management, Public Speaking, Program Management, Project Management, Team Building, Budgets, Negotiation, Event Planning, Government, Nonprofits, GeoDesign, ArchiCAD, AutoCAD, ArcGIS, Java, ASP, Microsoft Office, QuickBooks, Participatory Decision..., Emergency communications
Education
Lviv National Polytechnic University 1978 — 1984
Master's Degree, Electrical Engineering
Independent Consultant September 1997 - Present
Independent Consultant September 1997 - Present
CNN September 1996 - September 1997
CNN September 1995 - September 1996
Merrill Lynch September 1994 - September 1995
Credit Suisse September 1993 - September 1994
Credit Suisse April 1993 - September 1993
NYC Dept. of Finance. Audit and Enforcement Division December 1990 - April 1993
NYC Dept. of Finance. Audit and Enforcement Division December 1988 - December 1990
Daniels Security Systems, Inc. January 1988 - December 1988
Skills
Strategic Planning, Process Improvement, Research, Change Management, Public Speaking, Program Management, Project Management, Team Building, Budgets, Negotiation, Event Planning, Government, Nonprofits, GeoDesign, ArchiCAD, AutoCAD, ArcGIS, Java, ASP, Microsoft Office, QuickBooks, Participatory Decision..., Emergency communications
Education
Lviv National Polytechnic University 1978 — 1984
Master's Degree, Electrical Engineering
William A. Lane William A. Lane's Merrill Lynch Experience November 1983 - July 1988
Job FINANCIAL ADVISOR
Industry Investment Management
Experience
Integrity Financial September 1992 - Present
VSR Financial Services, Inc October 1991 - Present
PaineWebber March 1990 - December 1990
Shearson Lehman Hutton July 1988 - February 1990
Merrill Lynch November 1983 - July 1988
Skills
Fee Based Financial..., Asset Managment, Asset Allocatin, Retirement Planning, Retirement Income...
Education
State Fair Community College 1977 — 1979
Accounting and Business/Management
Missouri State (formerly SMS) 1966 — 1968
Liberal Arts
Integrity Financial September 1992 - Present
VSR Financial Services, Inc October 1991 - Present
PaineWebber March 1990 - December 1990
Shearson Lehman Hutton July 1988 - February 1990
Merrill Lynch November 1983 - July 1988
Skills
Fee Based Financial..., Asset Managment, Asset Allocatin, Retirement Planning, Retirement Income...
Education
State Fair Community College 1977 — 1979
Accounting and Business/Management
Missouri State (formerly SMS) 1966 — 1968
Liberal Arts
Matt Rightnour's Merrill Lynch Experience March 2006 - June 2007
Job Director at PricewaterhouseCoopers
Industry Capital Markets
Experience
PricewaterhouseCoopers July 2007 - Present
Merrill Lynch March 2006 - June 2007
County National Bank September 2004 - March 2006
Skills
Valuation, Structured Finance, Fixed Income, Portfolio Management, Financial Structuring, Equities, Derivatives, Credit Analysis, Finance, Loans, Investment Management, Asset Allocation, Cash Flow, Loan Origination, Financial Modeling
Education
State University of New York at Buffalo - School of Management 2002 — 2004
MBA, Corporate Finance
Wake Forest University 1997 — 2001
B.A., Economics
PricewaterhouseCoopers July 2007 - Present
Merrill Lynch March 2006 - June 2007
County National Bank September 2004 - March 2006
Skills
Valuation, Structured Finance, Fixed Income, Portfolio Management, Financial Structuring, Equities, Derivatives, Credit Analysis, Finance, Loans, Investment Management, Asset Allocation, Cash Flow, Loan Origination, Financial Modeling
Education
State University of New York at Buffalo - School of Management 2002 — 2004
MBA, Corporate Finance
Wake Forest University 1997 — 2001
B.A., Economics
Fred Knecht Fred Knecht's Merrill Lynch Experience September 2006 - June 2009
Job Executive Vice President & Deputy General Counsel at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
Covington & Burling LLP October 2009 - April 2014
Merrill Lynch September 2006 - June 2009
Goldman, Sachs & Co. August 1990 - September 2006
Sullivan & Cromwell December 1987 - August 1990
Skills
Private Equity, Securities Regulation, Securities, Capital Markets, Investment Banking, Corporate Governance, IPO, Corporate Law, Corporate Finance, Compliance, Mergers & Acquisitions, International Law, Cross-border..., Private Placements, Due Diligence, Venture Capital, SEC, Joint Ventures, M&A experience, FINRA, Restructuring
Education
Stanford University Law School 1984 — 1987
J.D.
Tufts University - The Fletcher School of Law and Diplomacy 1981 — 1983
International Relations
Tufts University 1977 — 1981
B.A., Political Science, History
BNY Mellon April 2014 - Present
Covington & Burling LLP October 2009 - April 2014
Merrill Lynch September 2006 - June 2009
Goldman, Sachs & Co. August 1990 - September 2006
Sullivan & Cromwell December 1987 - August 1990
Skills
Private Equity, Securities Regulation, Securities, Capital Markets, Investment Banking, Corporate Governance, IPO, Corporate Law, Corporate Finance, Compliance, Mergers & Acquisitions, International Law, Cross-border..., Private Placements, Due Diligence, Venture Capital, SEC, Joint Ventures, M&A experience, FINRA, Restructuring
Education
Stanford University Law School 1984 — 1987
J.D.
Tufts University - The Fletcher School of Law and Diplomacy 1981 — 1983
International Relations
Tufts University 1977 — 1981
B.A., Political Science, History
Jared Aronowitz Jared Aronowitz's Merrill Lynch Experience June 2000 - August 2000
Job Architectural Project Manager at K. Hovnanian Homes
Industry Architecture & Planning
Experience
K. Hovnanian Homes January 2011 - Present
ANR Industries, Inc. August 2010 - January 2011
Special Asset Management August 2008 - February 2010
Centex Homes April 2008 - June 2008
Centex Homes March 2006 - March 2008
Centex Homes August 2004 - March 2006
Centex Homes February 2004 - August 2004
Turner Construction June 2002 - August 2002
Merrill Lynch June 2000 - August 2000
Skills
Construction Documents, Construction, Architectural Design, Construction Drawings, Residential Design, Schedules, Renovation, Bidding, Construction Management, Permitting, Design Development, Single Family Homes, AutoCAD, Space Planning, CAD, Drawing, Details, Residential, Architecture, Submittals, Residential Homes, Design Research
Education
State University of New York at Buffalo - School of Management 2001 — 2003
MBA, Finance Concentration
University at Buffalo 2001 — 2003
MA, Architecture (Dual Degree Program)
University at Buffalo 1997 — 2001
BPS, Architecture
K. Hovnanian Homes January 2011 - Present
ANR Industries, Inc. August 2010 - January 2011
Special Asset Management August 2008 - February 2010
Centex Homes April 2008 - June 2008
Centex Homes March 2006 - March 2008
Centex Homes August 2004 - March 2006
Centex Homes February 2004 - August 2004
Turner Construction June 2002 - August 2002
Merrill Lynch June 2000 - August 2000
Skills
Construction Documents, Construction, Architectural Design, Construction Drawings, Residential Design, Schedules, Renovation, Bidding, Construction Management, Permitting, Design Development, Single Family Homes, AutoCAD, Space Planning, CAD, Drawing, Details, Residential, Architecture, Submittals, Residential Homes, Design Research
Education
State University of New York at Buffalo - School of Management 2001 — 2003
MBA, Finance Concentration
University at Buffalo 2001 — 2003
MA, Architecture (Dual Degree Program)
University at Buffalo 1997 — 2001
BPS, Architecture
David Janazzo David Janazzo's Merrill Lynch Experience January 2000 - May 2008
Job Senior Director at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable February 2010 - Present
Verizon June 2008 - November 2009
Merrill Lynch January 2000 - May 2008
AT&T June 1984 - December 1998
Skills
Corporate Finance, Financial Analysis, Telecommunications, Investor Relations, Financial Modeling, Valuation, Pensions, Analysis, Portfolio Management, Equities, Capital Markets, Strategy
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Stanford University 1984 — 1985
MSEE, Electrical Engineering
University of Connecticut 1980 — 1984
BSEE, Electrical Engineering
Time Warner Cable February 2010 - Present
Verizon June 2008 - November 2009
Merrill Lynch January 2000 - May 2008
AT&T June 1984 - December 1998
Skills
Corporate Finance, Financial Analysis, Telecommunications, Investor Relations, Financial Modeling, Valuation, Pensions, Analysis, Portfolio Management, Equities, Capital Markets, Strategy
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Stanford University 1984 — 1985
MSEE, Electrical Engineering
University of Connecticut 1980 — 1984
BSEE, Electrical Engineering
Andrew Lui Andrew Lui's Merrill Lynch Experience January 2008 - May 2008
Job Sr. Associate | Investment Operations at Quantitative Management Associates LLC
Industry Financial Services
Experience
Quantitative Management Associates LLC September 2014 - Present
BNY Mellon March 2012 - September 2014
MetLife 2010 - 2011
MetLife May 2009 - August 2010
Citi Smith Barney September 2008 - May 2009
Merrill Lynch January 2008 - May 2008
Skills
Interactive Data, Bloomberg, Reuters, Fixed Income, Securities, Wealth Management, Portfolio Management, Access
Education
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelor of Science, Financial Analysis and Minor in Marketing
NYC Lab school for Collaborative Studies 2001 — 2005
High School
Quantitative Management Associates LLC September 2014 - Present
BNY Mellon March 2012 - September 2014
MetLife 2010 - 2011
MetLife May 2009 - August 2010
Citi Smith Barney September 2008 - May 2009
Merrill Lynch January 2008 - May 2008
Skills
Interactive Data, Bloomberg, Reuters, Fixed Income, Securities, Wealth Management, Portfolio Management, Access
Education
State University of New York at Buffalo - School of Management 2005 — 2009
Bachelor of Science, Financial Analysis and Minor in Marketing
NYC Lab school for Collaborative Studies 2001 — 2005
High School
Jessica Mennella Jessica Mennella's Merrill Lynch Experience September 1996 - March 2009
Job Consultant
Industry Health, Wellness and Fitness
Experience
Leslie Rudd Investment Company June 2012 - June 2013
Reboot With Joe June 2009 - June 2012
Merrill Lynch September 1996 - March 2009
Mayor's Office, City of New York September 1995 - September 1996
Urban Fellows September 1994 - September 1995
Skills
Financial Modeling, Private Equity, Corporate Development, Mergers & Acquisitions, Start-ups, Business Strategy, Strategy, Financial Analysis, Venture Capital, Trading Systems, Business Development, Management Consulting, Entrepreneurship, Options, Due Diligence, Mergers, Hedge Funds, Electronic Trading, Strategic Planning, Alternative Investments
Education
Stanford University Graduate School of Business 1998 — 2000
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), History
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.), Economics
Leslie Rudd Investment Company June 2012 - June 2013
Reboot With Joe June 2009 - June 2012
Merrill Lynch September 1996 - March 2009
Mayor's Office, City of New York September 1995 - September 1996
Urban Fellows September 1994 - September 1995
Skills
Financial Modeling, Private Equity, Corporate Development, Mergers & Acquisitions, Start-ups, Business Strategy, Strategy, Financial Analysis, Venture Capital, Trading Systems, Business Development, Management Consulting, Entrepreneurship, Options, Due Diligence, Mergers, Hedge Funds, Electronic Trading, Strategic Planning, Alternative Investments
Education
Stanford University Graduate School of Business 1998 — 2000
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), History
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.), Economics
Janice Hall Janice Hall's Merrill Lynch Experience July 2005 - July 2007
Job
Industry Financial Services
Experience
Beam Reach Capital July 2007 - Present
Merrill Lynch July 2005 - July 2007
Merrill Lynch Investment Managers January 1999 - July 2005
Merrill Lynch January 1998 - January 1999
Merrill Lynch Europe February 1995 - January 1998
Merrill Lynch August 1994 - February 1995
Credit Suisse First Boston June 1993 - September 1993
Benham Capital Management Group April 1988 - May 1992
Vestek Systems Inc September 1987 - April 1988
ANSER February 1985 - December 1985
Skills
Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Equities, Derivatives, Structured Products, Fixed Income, Investment Banking, Trading, Bloomberg, Mutual Funds, Series 7, Capital Markets, Asset Management, Bonds, Due Diligence, Fund Of Funds, Investment Management, Trading Strategies, Asset Allocation, Funding, Restructuring, Swaps, Strategy, Investment Strategies, Emerging Markets, Securitization, Options, Financial Markets, Equity Research, Securities, Private Equity
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance and International Management
The Joseph H. Lauder Institute of Management & International Studies, University of Pennsylvania 1992 — 1994
MA, Concentration in European Management and French
Stanford University 1985 — 1988
MS EES, Engineering-Economics Systems
University of Michigan 1980 — 1984
BS IOE, Industrial and Operations Engineering - Operations Research
Beam Reach Capital July 2007 - Present
Merrill Lynch July 2005 - July 2007
Merrill Lynch Investment Managers January 1999 - July 2005
Merrill Lynch January 1998 - January 1999
Merrill Lynch Europe February 1995 - January 1998
Merrill Lynch August 1994 - February 1995
Credit Suisse First Boston June 1993 - September 1993
Benham Capital Management Group April 1988 - May 1992
Vestek Systems Inc September 1987 - April 1988
ANSER February 1985 - December 1985
Skills
Valuation, Financial Modeling, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Equities, Derivatives, Structured Products, Fixed Income, Investment Banking, Trading, Bloomberg, Mutual Funds, Series 7, Capital Markets, Asset Management, Bonds, Due Diligence, Fund Of Funds, Investment Management, Trading Strategies, Asset Allocation, Funding, Restructuring, Swaps, Strategy, Investment Strategies, Emerging Markets, Securitization, Options, Financial Markets, Equity Research, Securities, Private Equity
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance and International Management
The Joseph H. Lauder Institute of Management & International Studies, University of Pennsylvania 1992 — 1994
MA, Concentration in European Management and French
Stanford University 1985 — 1988
MS EES, Engineering-Economics Systems
University of Michigan 1980 — 1984
BS IOE, Industrial and Operations Engineering - Operations Research
Darren Kottle Darren Kottle's Merrill Lynch Experience December 2008 - September 2011
Job Managing Partner at Caddo Capital Management
Industry Investment Management
Experience
Caddo Capital Management September 2011 - Present
Merrill Lynch December 2008 - September 2011
Citi June 1999 - October 2008
Skills
Investments, Fixed Income, Asset Managment, Portfolio Management, Hedge Funds, Asset Management, Securities, Financial Modeling, Alternative Investments, Options, Bloomberg, Capital Markets, Trading, Derivatives
Education
Stanford University
Bachelor of Arts (B.A.), Economics
Caddo Capital Management September 2011 - Present
Merrill Lynch December 2008 - September 2011
Citi June 1999 - October 2008
Skills
Investments, Fixed Income, Asset Managment, Portfolio Management, Hedge Funds, Asset Management, Securities, Financial Modeling, Alternative Investments, Options, Bloomberg, Capital Markets, Trading, Derivatives
Education
Stanford University
Bachelor of Arts (B.A.), Economics
Salim Mitha's Merrill Lynch Experience August 2002 - August 2004
Job
Industry Internet
Experience
Playtika (a division of Caesars Interactive Entertainment) October 2011 - June 2015
Wahanda March 2008 - June 2015
Yahoo! August 2004 - February 2008
Merrill Lynch August 2002 - August 2004
McKinsey & Company May 2001 - July 2001
Microban International January 1998 - September 2000
A.T. Kearney June 1995 - December 1997
Skills
Entrepreneurship, E-commerce, Financial Management, Internet, M&A experience, Investment Banking, Management Consulting, Product Launch, Company Launches, Strategic Planning, User Generated Content, Social Media, Organic Search, Retail, Music Publishing, Music Industry, Strategy Development, International Management, Online Marketing, Consumer Products, Spa, Spas, Wellness Industry, Salons, Financial Analysis, Search Advertising, Yahoo Search Marketing, Beauty, Online Advertising, Strategy, Digital Marketing, Beauty Industry, Start-ups, Strategic Partnerships, Search, Venture Capital, Wellness, Product Management, Monetization, Brand Development, Social Media Marketing, Analytics, Facebook, Mobile Marketing, Management, Web Analytics, Digital Strategy, PPC, Affiliate Marketing, Mobile Devices
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS - Economics
Universidad Pontificia Comillas 1995 — 1995
Study Abroad
Playtika (a division of Caesars Interactive Entertainment) October 2011 - June 2015
Wahanda March 2008 - June 2015
Yahoo! August 2004 - February 2008
Merrill Lynch August 2002 - August 2004
McKinsey & Company May 2001 - July 2001
Microban International January 1998 - September 2000
A.T. Kearney June 1995 - December 1997
Skills
Entrepreneurship, E-commerce, Financial Management, Internet, M&A experience, Investment Banking, Management Consulting, Product Launch, Company Launches, Strategic Planning, User Generated Content, Social Media, Organic Search, Retail, Music Publishing, Music Industry, Strategy Development, International Management, Online Marketing, Consumer Products, Spa, Spas, Wellness Industry, Salons, Financial Analysis, Search Advertising, Yahoo Search Marketing, Beauty, Online Advertising, Strategy, Digital Marketing, Beauty Industry, Start-ups, Strategic Partnerships, Search, Venture Capital, Wellness, Product Management, Monetization, Brand Development, Social Media Marketing, Analytics, Facebook, Mobile Marketing, Management, Web Analytics, Digital Strategy, PPC, Affiliate Marketing, Mobile Devices
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS - Economics
Universidad Pontificia Comillas 1995 — 1995
Study Abroad
Dimitris Bisias's Merrill Lynch Experience March 2007 - Present
Job Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch March 2007 - Present
Bloomberg September 2006 - February 2007
Education
Stanford University 2004 — 2006
MS, Electrical Engineering
Merrill Lynch March 2007 - Present
Bloomberg September 2006 - February 2007
Education
Stanford University 2004 — 2006
MS, Electrical Engineering
Fred Luminoso's Merrill Lynch Experience August 2012 - Present
Job Investment Banking Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Serious Energy September 2008 - August 2010
U.S. Marine Corps June 2004 - July 2008
Skills
Economics, Logistics
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA – Concentrations in Finance, Accounting, and Entrepreneurship
Stanford University 1998 — 2003
MS, Management Science and Engineering; BS, Mathematical and Computational Science; BA, Economics
Merrill Lynch August 2012 - Present
Serious Energy September 2008 - August 2010
U.S. Marine Corps June 2004 - July 2008
Skills
Economics, Logistics
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA – Concentrations in Finance, Accounting, and Entrepreneurship
Stanford University 1998 — 2003
MS, Management Science and Engineering; BS, Mathematical and Computational Science; BA, Economics
Lawrence Berman, CFA's Merrill Lynch Experience September 1987 - July 1996
Job
Industry Investment Management
Experience
Neuberger Berman November 2006 - Present
Merrill Lynch Investment Managers 1996 - August 2006
Merrill Lynch September 1987 - July 1996
AT&T Bell Labs May 1984 - August 1987
Skills
Portfolio Management, Equities, Global Investment..., stock selection, Commodity, Telecommunications, Equity Research, Investments, Equity Valuation, Asset Managment, Capital Markets, Series 7, Valuation, Bloomberg, Mutual Funds, Securities, Stock Picking, Asset Allocation, Investment Management, Risk Management, Financial Modeling, Investment Strategies, Emerging Markets, Derivatives, Asset Management
Education
Stanford University 1978 — 1984
PhD, Engineering-Economic Systems
University of Illinois at Urbana-Champaign 1973 — 1975
MS, Electrical Engineering
University of California, Berkeley 1971 — 1973
AB, Mathematics
Neuberger Berman November 2006 - Present
Merrill Lynch Investment Managers 1996 - August 2006
Merrill Lynch September 1987 - July 1996
AT&T Bell Labs May 1984 - August 1987
Skills
Portfolio Management, Equities, Global Investment..., stock selection, Commodity, Telecommunications, Equity Research, Investments, Equity Valuation, Asset Managment, Capital Markets, Series 7, Valuation, Bloomberg, Mutual Funds, Securities, Stock Picking, Asset Allocation, Investment Management, Risk Management, Financial Modeling, Investment Strategies, Emerging Markets, Derivatives, Asset Management
Education
Stanford University 1978 — 1984
PhD, Engineering-Economic Systems
University of Illinois at Urbana-Champaign 1973 — 1975
MS, Electrical Engineering
University of California, Berkeley 1971 — 1973
AB, Mathematics
Gina Sullivan's Merrill Lynch Experience July 2006 - January 2009
Job Managing Director at Barclays
Industry Investment Banking
Experience
Barclays August 2013 - Present
FX & Rate Solutions February 2009 - August 2013
Merrill Lynch July 2006 - January 2009
JPMorgan July 1999 - July 2006
United States Department of State June 1987 - June 1997
Skills
Derivatives, Equity Derivatives, Currency, FX Options, Interest Rate Risk..., Finance, Risk Management, Fixed Income
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Southern California 1984 — 1987
BA, Print Journalism and International Relations
Barclays August 2013 - Present
FX & Rate Solutions February 2009 - August 2013
Merrill Lynch July 2006 - January 2009
JPMorgan July 1999 - July 2006
United States Department of State June 1987 - June 1997
Skills
Derivatives, Equity Derivatives, Currency, FX Options, Interest Rate Risk..., Finance, Risk Management, Fixed Income
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Southern California 1984 — 1987
BA, Print Journalism and International Relations
Mendy Knowles's Merrill Lynch Experience June 2003 - November 2008
Job Director at Merrill Lynch/Bank of America
Industry Investment Banking
Experience
Merrill Lynch/Bank of America November 2008 - Present
Merrill Lynch June 2003 - November 2008
Merrill Lynch January 2000 - June 2003
Merrill Lynch July 1994 - July 1997
Skills
Debt, Private Equity, Investor Relations, Mergers, Alternative Investments, Divestitures, Merger integration, Change Management, Relationship mgmt
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
University of California, Berkeley 1990 — 1994
Economics
Merrill Lynch/Bank of America November 2008 - Present
Merrill Lynch June 2003 - November 2008
Merrill Lynch January 2000 - June 2003
Merrill Lynch July 1994 - July 1997
Skills
Debt, Private Equity, Investor Relations, Mergers, Alternative Investments, Divestitures, Merger integration, Change Management, Relationship mgmt
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
University of California, Berkeley 1990 — 1994
Economics
Christina Juhasz's Merrill Lynch Experience 1995 - 2002
Job Chief Investment Officer at Women's World Banking Asset Management
Industry Nonprofit Organization Management
Experience
Women's World Banking Asset Management January 2012 - Present
Women's World Banking July 2007 - February 2012
Deutsche Bank September 2002 - April 2007
Merrill Lynch 1995 - 2002
US Army June 1990 - August 1993
Skills
Microfinance, Financial Modeling, Strategy, Leadership, Emerging Markets, Capital Markets, Management, Mergers & Acquisitions, Hedge Funds, Financial Services, Private Equity, Business Strategy, Venture Capital, Valuation, Due Diligence, Portfolio Management, Corporate Finance, Management Consulting, Strategic Planning, Finance, Program Management
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
United States Military Academy at West Point 1986 — 1990
Women's World Banking Asset Management January 2012 - Present
Women's World Banking July 2007 - February 2012
Deutsche Bank September 2002 - April 2007
Merrill Lynch 1995 - 2002
US Army June 1990 - August 1993
Skills
Microfinance, Financial Modeling, Strategy, Leadership, Emerging Markets, Capital Markets, Management, Mergers & Acquisitions, Hedge Funds, Financial Services, Private Equity, Business Strategy, Venture Capital, Valuation, Due Diligence, Portfolio Management, Corporate Finance, Management Consulting, Strategic Planning, Finance, Program Management
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
United States Military Academy at West Point 1986 — 1990
Neil Menzies's Merrill Lynch Experience May 1999 - May 2005
Job Financial Advisor at Smith Barney
Industry Financial Services
Experience
Smith Barney May 2005 - Present
Merrill Lynch May 1999 - May 2005
Education
Stanford University 1997 — 1998
MA, International Policy Studies
Stanford University 1993 — 1997
BA, International Relations
Smith Barney May 2005 - Present
Merrill Lynch May 1999 - May 2005
Education
Stanford University 1997 — 1998
MA, International Policy Studies
Stanford University 1993 — 1997
BA, International Relations
Arik Yamen's Merrill Lynch Experience October 2001 - August 2003
Job Executive Director Global Financial Services Product Development at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2003 - Present
UBS Investment Bank July 2010 - February 2015
UBS Investment Bank July 2008 - July 2010
UBS Investment Bank June 2006 - July 2008
UBS Investment Bank January 2005 - July 2006
UBS Investment Bank August 2003 - January 2005
Merrill Lynch October 2001 - August 2003
Merrill Lynch April 2000 - October 2001
Lithomatic Business Forms September 1999 - April 2000
Skills
Fixed Income, OTC, CDS, Product Development, Project Management, Problem Solving, Equities, stock loan, irs, Dodd-Frank, Operations Management, Securities Lending, Bonds, Financial Services, Prime Brokerage, Trading
Education
State University of New York at Buffalo 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
State University of New York at Buffalo - School of Management 1993 — 1997
BS, Finance
JFK High School
UBS Investment Bank August 2003 - Present
UBS Investment Bank July 2010 - February 2015
UBS Investment Bank July 2008 - July 2010
UBS Investment Bank June 2006 - July 2008
UBS Investment Bank January 2005 - July 2006
UBS Investment Bank August 2003 - January 2005
Merrill Lynch October 2001 - August 2003
Merrill Lynch April 2000 - October 2001
Lithomatic Business Forms September 1999 - April 2000
Skills
Fixed Income, OTC, CDS, Product Development, Project Management, Problem Solving, Equities, stock loan, irs, Dodd-Frank, Operations Management, Securities Lending, Bonds, Financial Services, Prime Brokerage, Trading
Education
State University of New York at Buffalo 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
State University of New York at Buffalo - School of Management 1993 — 1997
BS, Finance
JFK High School
Lisa Wyler's Merrill Lynch Experience 1987 - 1989
Job Founder at GOTO Marketing LLC
Industry Marketing and Advertising
Experience
GOTO Marketing LLC February 2009 - Present
Washington Mutual December 2006 - January 2009
Microsoft June 2005 - December 2006
American Express June 1992 - 2006
Merrill Lynch 1987 - 1989
Education
Stanford University Graduate School of Business 1989 — 1991
Stanford University
BA, Economics
GOTO Marketing LLC February 2009 - Present
Washington Mutual December 2006 - January 2009
Microsoft June 2005 - December 2006
American Express June 1992 - 2006
Merrill Lynch 1987 - 1989
Education
Stanford University Graduate School of Business 1989 — 1991
Stanford University
BA, Economics
Dylan Blair's Merrill Lynch Experience January 2006 - July 2010
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2010 - Present
Merrill Lynch January 2006 - July 2010
Morgan Stanley 2002 - 2005
Vector Marketing 1998 - 2000
Skills
Hedge Funds, Capital Markets, Derivatives, Investment Banking, Equities, Valuation, Bloomberg, Alternative Investments, Structured Products, Fixed Income, Financial Modeling, Emerging Markets, Trading, Credit Derivatives, Equity Derivatives, Series 7, Bonds, Credit, Securities, Structured Finance, Options, Interest Rate..., Swaps, CDS, Financial Structuring, Sales, Trading Systems
Education
Stanford University 2001 — 2002
MA
University of Rochester 1997 — 2001
BA
Council Rock High School 1994 — 1997
Morgan Stanley August 2010 - Present
Merrill Lynch January 2006 - July 2010
Morgan Stanley 2002 - 2005
Vector Marketing 1998 - 2000
Skills
Hedge Funds, Capital Markets, Derivatives, Investment Banking, Equities, Valuation, Bloomberg, Alternative Investments, Structured Products, Fixed Income, Financial Modeling, Emerging Markets, Trading, Credit Derivatives, Equity Derivatives, Series 7, Bonds, Credit, Securities, Structured Finance, Options, Interest Rate..., Swaps, CDS, Financial Structuring, Sales, Trading Systems
Education
Stanford University 2001 — 2002
MA
University of Rochester 1997 — 2001
BA
Council Rock High School 1994 — 1997
Benjamin Rosenberg's Merrill Lynch Experience June 2014 - Present
Job Business Management Strategy & Delivery Portfolio and Risk Lead at Merrill Lynch
Industry Banking
Experience
Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch October 2013 - June 2014
Bank of America Merrill Lynch July 2010 - October 2013
Bank of America Merrill Lynch November 2006 - July 2010
Bank of America Home Loans February 2003 - November 2006
Buffalo Sabres September 2002 - May 2003
Washington Capitals 2000 - 2002
NFLPA 2001 - 2001
Skills
PowerPoint, Microsoft Excel, Research, Marketing, Customer Service, Microsoft Office, Strategic Planning, Analysis, Leadership, Finance, Portfolio Management
Education
State University of New York at Buffalo - School of Management 2003 — 2006
MBA, Business Administration and Management, General
The George Washington University 1998 — 2002
BBA, Sports Management
The Park School of Buffalo 1994 — 1998
Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch October 2013 - June 2014
Bank of America Merrill Lynch July 2010 - October 2013
Bank of America Merrill Lynch November 2006 - July 2010
Bank of America Home Loans February 2003 - November 2006
Buffalo Sabres September 2002 - May 2003
Washington Capitals 2000 - 2002
NFLPA 2001 - 2001
Skills
PowerPoint, Microsoft Excel, Research, Marketing, Customer Service, Microsoft Office, Strategic Planning, Analysis, Leadership, Finance, Portfolio Management
Education
State University of New York at Buffalo - School of Management 2003 — 2006
MBA, Business Administration and Management, General
The George Washington University 1998 — 2002
BBA, Sports Management
The Park School of Buffalo 1994 — 1998
Barry Lazaroff's Merrill Lynch Experience 2000 - Present
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2000 - Present
Goldman Sachs 1994 - 1998
Education
Stanford University Graduate School of Business 1998 — 2000
Merrill Lynch 2000 - Present
Goldman Sachs 1994 - 1998
Education
Stanford University Graduate School of Business 1998 — 2000
Nancy Starr's Merrill Lynch Experience October 2001 - March 2003
Job US Expatriate Financial Planning
Industry Financial Services
Experience
Starr Capital LLC 2003 - Present
Merrill Lynch October 2001 - March 2003
Regent European Securities June 1997 - September 1999
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
Stanford University 1972 — 1973
M.A., Education
University of California, Santa Cruz 1967 — 1971
B.A,, German Literature
Davis Senior High School 1964 — 1967
Starr Capital LLC 2003 - Present
Merrill Lynch October 2001 - March 2003
Regent European Securities June 1997 - September 1999
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
Stanford University 1972 — 1973
M.A., Education
University of California, Santa Cruz 1967 — 1971
B.A,, German Literature
Davis Senior High School 1964 — 1967
Jim Karrels's Merrill Lynch Experience July 1989 - September 2002
Job Senior VP & CFO, MacroGenics
Industry Biotechnology
Experience
MacroGenics May 2008 - Present
ABFO (Association of Bioscience Finance Officers) 2010 - Present
Jazz Pharmaceuticals October 2005 - May 2008
Merrill Lynch July 1989 - September 2002
Skills
Biotechnology, Lifesciences, Cancer, Clinical Research, Cell, Infectious Diseases, Product Development, Corporate Development, Strategic Planning, Cross-functional Team..., Pharmaceutical Industry, Forecasting, Start-ups, Investor Relations, Mergers, Mergers & Acquisitions, Medical Devices, Financial Modeling, Due Diligence, Corporate Finance, Private Equity, Life Sciences
Education
Stanford University Graduate School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Business/Commerce, General
University of Notre Dame 1985 — 1989
Bachelor's Degree, Business
MacroGenics May 2008 - Present
ABFO (Association of Bioscience Finance Officers) 2010 - Present
Jazz Pharmaceuticals October 2005 - May 2008
Merrill Lynch July 1989 - September 2002
Skills
Biotechnology, Lifesciences, Cancer, Clinical Research, Cell, Infectious Diseases, Product Development, Corporate Development, Strategic Planning, Cross-functional Team..., Pharmaceutical Industry, Forecasting, Start-ups, Investor Relations, Mergers, Mergers & Acquisitions, Medical Devices, Financial Modeling, Due Diligence, Corporate Finance, Private Equity, Life Sciences
Education
Stanford University Graduate School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Business/Commerce, General
University of Notre Dame 1985 — 1989
Bachelor's Degree, Business
Daniel Stout's Merrill Lynch Experience June 2010 - Present
Job Wealth Management Banker
Industry Banking
Experience
Merrill Lynch June 2010 - Present
Wachovia October 2007 - June 2010
JPMorgan Chase November 2006 - October 2007
Wells Fargo December 2004 - October 2006
Skills
Commercial Lending, Wealth Management, Credit Analysis, Series 7, Securities, Finance, Risk Management, Relationship Management, Mortgage Banking, Underwriting, High Net Worth..., Private Banking, Financial Services, Management, Wealth Management..., Small Business Lending, Investments, Credit, Banking, Loans, Retirement Planning
Education
University of South Florida 2000 — 2002
B.A., Interdisciplinary Social Sciences
State College of Florida-Manatee-Sarasota 1998 — 2000
A.A., Social Sciences
Merrill Lynch June 2010 - Present
Wachovia October 2007 - June 2010
JPMorgan Chase November 2006 - October 2007
Wells Fargo December 2004 - October 2006
Skills
Commercial Lending, Wealth Management, Credit Analysis, Series 7, Securities, Finance, Risk Management, Relationship Management, Mortgage Banking, Underwriting, High Net Worth..., Private Banking, Financial Services, Management, Wealth Management..., Small Business Lending, Investments, Credit, Banking, Loans, Retirement Planning
Education
University of South Florida 2000 — 2002
B.A., Interdisciplinary Social Sciences
State College of Florida-Manatee-Sarasota 1998 — 2000
A.A., Social Sciences
Tian Wang, CFA's Merrill Lynch Experience January 2015 - Present
Job Investment Banking Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
NYU Stern School of Business August 2009 - Present
Bank of America Merrill Lynch July 2011 - January 2015
Bank of America Merrill Lynch June 2010 - May 2011
Credit Suisse September 2002 - August 2009
KPMG September 2000 - September 2002
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
State University of New York at Buffalo - School of Management 1996 — 2000
Merrill Lynch January 2015 - Present
NYU Stern School of Business August 2009 - Present
Bank of America Merrill Lynch July 2011 - January 2015
Bank of America Merrill Lynch June 2010 - May 2011
Credit Suisse September 2002 - August 2009
KPMG September 2000 - September 2002
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
State University of New York at Buffalo - School of Management 1996 — 2000
Ryan Votaw's Merrill Lynch Experience June 2005 - September 2007
Job Managing Director at Suvretta Capital Management
Industry Investment Management
Experience
Suvretta Capital Management April 2014 - Present
Cadian Capital Management LLC August 2011 - April 2014
Gilbarco Veeder Root June 2010 - August 2010
Cadian Capital Management LLC September 2007 - July 2009
Merrill Lynch June 2005 - September 2007
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
BBA, Finance, Business Honors
Suvretta Capital Management April 2014 - Present
Cadian Capital Management LLC August 2011 - April 2014
Gilbarco Veeder Root June 2010 - August 2010
Cadian Capital Management LLC September 2007 - July 2009
Merrill Lynch June 2005 - September 2007
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
BBA, Finance, Business Honors
Janet Bellizzi's Merrill Lynch Experience April 2008 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Bank of America/Merrill Lynch 2009 - Present
Merrill Lynch April 2008 - Present
Merrill Lynch 1999 - 2009
Merrill Lynch December 1999 - March 2008
Education
State University of New York - System 1975 — 1980
Bank of America/Merrill Lynch 2009 - Present
Merrill Lynch April 2008 - Present
Merrill Lynch 1999 - 2009
Merrill Lynch December 1999 - March 2008
Education
State University of New York - System 1975 — 1980
Grant Livesay's Merrill Lynch Experience 2003 - 2005
Job Remora Petroleum
Industry Oil & Energy
Experience
Remora Petroleum 2011 - Present
Teton Capital Partners 2008 - 2011
Natural Gas Partners 2005 - 2007
Merrill Lynch 2003 - 2005
Education
Stanford University Graduate School of Business
MBA
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Remora Petroleum 2011 - Present
Teton Capital Partners 2008 - 2011
Natural Gas Partners 2005 - 2007
Merrill Lynch 2003 - 2005
Education
Stanford University Graduate School of Business
MBA
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Adam Rodriguez's Merrill Lynch Experience 1997 - 2005
Job VP, Global Business Development & Planning at Acelity
Industry Medical Devices
Experience
Acelity May 2008 - Present
Kinetic Concepts May 2009 - December 2010
Kinetic Concepts May 2008 - May 2009
Kinetic Concepts April 2005 - April 2008
Merrill Lynch 1997 - 2005
Bay City Capital 2000 - 2001
Ernst & Young 1996 - 1997
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Competitive Analysis, Business Strategy, Strategy, Mergers, Valuation, Strategic Planning, IPO, Negotiation, M&A experience, Medical Devices, Corporate Development, Due Diligence, Investment Banking, Cross-border..., Investments, Start-ups, Cross-functional Team..., Finance, New Business Development, Management, Business Development
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
University of Southern California - Marshall School of Business 1993 — 1996
BS, Business Administration - Finance
Acelity May 2008 - Present
Kinetic Concepts May 2009 - December 2010
Kinetic Concepts May 2008 - May 2009
Kinetic Concepts April 2005 - April 2008
Merrill Lynch 1997 - 2005
Bay City Capital 2000 - 2001
Ernst & Young 1996 - 1997
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Competitive Analysis, Business Strategy, Strategy, Mergers, Valuation, Strategic Planning, IPO, Negotiation, M&A experience, Medical Devices, Corporate Development, Due Diligence, Investment Banking, Cross-border..., Investments, Start-ups, Cross-functional Team..., Finance, New Business Development, Management, Business Development
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
University of Southern California - Marshall School of Business 1993 — 1996
BS, Business Administration - Finance
Jon R. King's Merrill Lynch Experience April 1997 - October 1999
Job Career Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
Global Crown Capital January 2006 - October 2006
Diamond Research Group February 2005 - August 2005
Sterling Financial Investment Group July 2004 - October 2004
The Shemano Group December 2002 - September 2003
Hotovec, Pomeranz & Co May 2000 - December 2002
Merrill Lynch April 1997 - October 1999
Skills
FINRA-licensed Series..., Equities, Securities, Series 63, Investments, Series 65, Mutual Funds, Hedge Funds, Series 24, Fixed Income, Trading, Alternative Investments, Asset Allocation, Equity Trading, Equity Research
Education
Stanford University
Dual BA degrees, Psychology and English
Morgan Stanley April 2008 - Present
Global Crown Capital January 2006 - October 2006
Diamond Research Group February 2005 - August 2005
Sterling Financial Investment Group July 2004 - October 2004
The Shemano Group December 2002 - September 2003
Hotovec, Pomeranz & Co May 2000 - December 2002
Merrill Lynch April 1997 - October 1999
Skills
FINRA-licensed Series..., Equities, Securities, Series 63, Investments, Series 65, Mutual Funds, Hedge Funds, Series 24, Fixed Income, Trading, Alternative Investments, Asset Allocation, Equity Trading, Equity Research
Education
Stanford University
Dual BA degrees, Psychology and English
Peter Hagen's Merrill Lynch Experience 1979 - 1985
Job Managing Director at iQ Venture Advisors
Industry Financial Services
Experience
iQ Venture Advisors 2011 - Present
Summit Financial 2007 - Present
Wm. Sword & Co. 2008 - 2009
Roblor Media 2004 - 2007
Cachet Media 1991 - 2004
Hagen Company 1985 - 1991
Merrill Lynch 1979 - 1985
Smith Barney, Harris Upham 1977 - 1979
First Chicago 1974 - 1977
US Army 1967 - 1972
Skills
Venture Capital, Investment Banking, Financial Markets, Mergers, Financial Modeling, Alternative Investments, Entrepreneurship, Banking, Management, Finance, Start-ups, Business Strategy, Private Equity, Strategic Planning, Management Consulting, Mergers & Acquisitions, Due Diligence, Investments, Asset Management
Education
Stanford University Graduate School of Business 1972 — 1974
MBA, Finance, Accounting
United States Military Academy at West Point 1963 — 1967
iQ Venture Advisors 2011 - Present
Summit Financial 2007 - Present
Wm. Sword & Co. 2008 - 2009
Roblor Media 2004 - 2007
Cachet Media 1991 - 2004
Hagen Company 1985 - 1991
Merrill Lynch 1979 - 1985
Smith Barney, Harris Upham 1977 - 1979
First Chicago 1974 - 1977
US Army 1967 - 1972
Skills
Venture Capital, Investment Banking, Financial Markets, Mergers, Financial Modeling, Alternative Investments, Entrepreneurship, Banking, Management, Finance, Start-ups, Business Strategy, Private Equity, Strategic Planning, Management Consulting, Mergers & Acquisitions, Due Diligence, Investments, Asset Management
Education
Stanford University Graduate School of Business 1972 — 1974
MBA, Finance, Accounting
United States Military Academy at West Point 1963 — 1967
Irina Belousova Comer's Merrill Lynch Experience July 2012 - June 2013
Job Business Broker at Larson Associates
Industry Financial Services
Experience
Larson Associates June 2013 - Present
Merrill Lynch July 2012 - June 2013
Bank of America Merrill Lynch June 2011 - August 2011
PricewaterhouseCoopers January 2007 - August 2010
PricewaterhouseCoopers September 2000 - January 2007
Baker&McKenzie December 1997 - September 2000
Skills
Due Diligence, Investment Banking, Auditing, Financial Modeling, Valuation, Financial Analysis, IFRS, Financial Reporting, Internal Controls, US GAAP, M&A experience, Sarbanes-Oxley Act, Accounting, Finance, Mergers & Acquisitions, Strategy
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, Management
ACCA 2000 — 2003
Fellow, Accounting
State University of Management (SUM) 1995 — 2000
Bachelor, Business Administration
Larson Associates June 2013 - Present
Merrill Lynch July 2012 - June 2013
Bank of America Merrill Lynch June 2011 - August 2011
PricewaterhouseCoopers January 2007 - August 2010
PricewaterhouseCoopers September 2000 - January 2007
Baker&McKenzie December 1997 - September 2000
Skills
Due Diligence, Investment Banking, Auditing, Financial Modeling, Valuation, Financial Analysis, IFRS, Financial Reporting, Internal Controls, US GAAP, M&A experience, Sarbanes-Oxley Act, Accounting, Finance, Mergers & Acquisitions, Strategy
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, Management
ACCA 2000 — 2003
Fellow, Accounting
State University of Management (SUM) 1995 — 2000
Bachelor, Business Administration
Fenton Tom's Merrill Lynch Experience February 1992 - March 1999
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2007 - Present
McKinsey & Company 1999 - 2007
Merrill Lynch February 1992 - March 1999
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, Accounting
Stanford University 1975 — 1979
BS, Biology, Economics
Credit Suisse June 2007 - Present
McKinsey & Company 1999 - 2007
Merrill Lynch February 1992 - March 1999
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, Accounting
Stanford University 1975 — 1979
BS, Biology, Economics
Andrew Burch's Merrill Lynch Experience July 1990 - June 2004
Job VP, Strategy and Business Development, Life Science Solutions at Thermo Fisher Scientific
Industry Investment Banking
Experience
Thermo Fisher Scientific September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers June 2004 - September 2008
Merrill Lynch July 1990 - June 2004
Skills
Corporate Development, Investment Banking, Mergers, Valuation, Financial Modeling, Due Diligence, Corporate Finance, M&A experience, Strategy, Business Strategy, Private Equity, Mergers & Acquisitions, Leveraged Finance, Capital Markets, Emerging Markets
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Yale University 1986 — 1990
BA, Economics and Political Science (International Relations)
Thermo Fisher Scientific September 2014 - Present
Barclays Capital September 2008 - September 2014
Lehman Brothers June 2004 - September 2008
Merrill Lynch July 1990 - June 2004
Skills
Corporate Development, Investment Banking, Mergers, Valuation, Financial Modeling, Due Diligence, Corporate Finance, M&A experience, Strategy, Business Strategy, Private Equity, Mergers & Acquisitions, Leveraged Finance, Capital Markets, Emerging Markets
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
Yale University 1986 — 1990
BA, Economics and Political Science (International Relations)
Kenneth A. Froot's Merrill Lynch Experience 2003 - 2006
Job Professor of Finance, Harvard University, Graduate School of Business, Retired
Industry Financial Services
Experience
FDO Partners, LLC 1997 - Present
State Street Associates 1999 - Present
BlackRock Mutual Funds 2007 - Present
Harvard University, Graduate School of Business 1991 - Present
National Bureau of Economic Research. 1990 - Present
National Bureau of Economic Research 1990 - Present
Harvard University, Graduate School of Business 1999 - 2013
Harvard University, Graduate School of Business 1996 - 2011
Merrill Lynch 2003 - 2006
Harvard University, Graduate School of Business 1995 - 1999
Skills
Investments, Portfolio Management, Equities, Valuation, Corporate Finance, Investment Management, Finance, Hedge Funds, Risk Management, Asset Management
Education
University of California, Berkeley 1981 — 1986
Ph.D., Economics
Stanford University 1977 — 1980
B.A., German, Intellectual History, Economics
FDO Partners, LLC 1997 - Present
State Street Associates 1999 - Present
BlackRock Mutual Funds 2007 - Present
Harvard University, Graduate School of Business 1991 - Present
National Bureau of Economic Research. 1990 - Present
National Bureau of Economic Research 1990 - Present
Harvard University, Graduate School of Business 1999 - 2013
Harvard University, Graduate School of Business 1996 - 2011
Merrill Lynch 2003 - 2006
Harvard University, Graduate School of Business 1995 - 1999
Skills
Investments, Portfolio Management, Equities, Valuation, Corporate Finance, Investment Management, Finance, Hedge Funds, Risk Management, Asset Management
Education
University of California, Berkeley 1981 — 1986
Ph.D., Economics
Stanford University 1977 — 1980
B.A., German, Intellectual History, Economics
Lester Liu's Merrill Lynch Experience 1998 - 2000
Job Vice President, Global M&A and Corporate Development
Industry Financial Services
Experience
Visa 2009 - Present
Lehman Brothers / Barclays 2004 - 2009
Thomas Weisel Partners 2000 - 2004
Merrill Lynch 1998 - 2000
Skills
Corporate Development, M&A execution, mergers and acquisitions, Financial Modeling, Mergers & Acquisitions, Valuation, Venture Capital, Corporate Finance, Investment Banking, Strategy, Private Equity, Emerging Markets, Due Diligence, M&A experience, Business Strategy, Start-ups, Strategic Partnerships, Capital Markets, Financial Analysis, Business Development, Mergers, Investments
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Stanford University 1988 — 1992
BA, Quantitative Economics
Visa 2009 - Present
Lehman Brothers / Barclays 2004 - 2009
Thomas Weisel Partners 2000 - 2004
Merrill Lynch 1998 - 2000
Skills
Corporate Development, M&A execution, mergers and acquisitions, Financial Modeling, Mergers & Acquisitions, Valuation, Venture Capital, Corporate Finance, Investment Banking, Strategy, Private Equity, Emerging Markets, Due Diligence, M&A experience, Business Strategy, Start-ups, Strategic Partnerships, Capital Markets, Financial Analysis, Business Development, Mergers, Investments
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Stanford University 1988 — 1992
BA, Quantitative Economics
Jeff Lox's Merrill Lynch Experience 2002 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Lox Consulting Associates September 2009 - Present
Merrill Lynch 2002 - 2008
Salomon Brothers August 1993 - May 2002
Skills
Fixed Income, Emerging Markets, Bonds, Derivatives, Investments, Equities, Credit Derivatives, Portfolio Management, Investment Banking, Capital Markets, Structured Products, Financial Modeling, Hedge Funds
Education
Stanford University 1989 — 1993
B.A.S., Mathematical and Computational Science / Economics
Lox Consulting Associates September 2009 - Present
Merrill Lynch 2002 - 2008
Salomon Brothers August 1993 - May 2002
Skills
Fixed Income, Emerging Markets, Bonds, Derivatives, Investments, Equities, Credit Derivatives, Portfolio Management, Investment Banking, Capital Markets, Structured Products, Financial Modeling, Hedge Funds
Education
Stanford University 1989 — 1993
B.A.S., Mathematical and Computational Science / Economics
Madelyn (Mimi) Verhaeghe's Merrill Lynch Experience May 1980 - Present
Job Senior VP, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1980 - Present
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management
Bachelor of Science (BS)
Merrill Lynch May 1980 - Present
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management
Bachelor of Science (BS)
Melanie Grossman, CPA's Merrill Lynch Experience 1999 - 2004
Job Controller
Industry Accounting
Experience
Integral Ad Science August 2015 - Present
Stryker September 2007 - June 2015
LeCroy Corporation 2006 - 2007
WPP 2004 - 2006
HSH Nordbank 2004 - 2006
Merrill Lynch 1999 - 2004
Citibank 1995 - 1999
Ernst & Young 1988 - 1995
Skills
Development Of Employees, Auditing, Sarbanes-Oxley Act, Accounting, GAAP, Forecasting, Financial Analysis, P&L Management, Budgets, US GAAP, Cash Flow Forecasting, Sarbanes-Oxley, Hyperion Enterprise, Internal Audit, Financial Reporting, Finance, Consolidation, Cash Management, Management, Internal Controls, Variance Analysis
Education
State University of New York at Buffalo - School of Management 1984 — 1988
BA, Accounting/Finance
Integral Ad Science August 2015 - Present
Stryker September 2007 - June 2015
LeCroy Corporation 2006 - 2007
WPP 2004 - 2006
HSH Nordbank 2004 - 2006
Merrill Lynch 1999 - 2004
Citibank 1995 - 1999
Ernst & Young 1988 - 1995
Skills
Development Of Employees, Auditing, Sarbanes-Oxley Act, Accounting, GAAP, Forecasting, Financial Analysis, P&L Management, Budgets, US GAAP, Cash Flow Forecasting, Sarbanes-Oxley, Hyperion Enterprise, Internal Audit, Financial Reporting, Finance, Consolidation, Cash Management, Management, Internal Controls, Variance Analysis
Education
State University of New York at Buffalo - School of Management 1984 — 1988
BA, Accounting/Finance
Scott M. Munley's Merrill Lynch Experience July 1997 - January 2009
Job Vice President at ICAP
Industry Financial Services
Experience
ICAP April 2009 - Present
Merrill Lynch July 1997 - January 2009
Merrill Lynch January 2001 - January 2003
Merrill Lynch January 2000 - January 2001
Merrill Lynch January 1999 - January 2000
Merrill Lynch January 1997 - January 1999
Skills
Fixed Income, Series 7, Bonds, Trading, Series 63, Capital Markets, Bloomberg, Securities, Structured Products, Financial Markets, Investments, Money Market, Asset Managment, Portfolio Management, Asset Allocation, Hedging, Credit, Equity Trading, Investment Banking, Swaps, Mutual Funds, Securitization, Asset Management, Emerging Markets, Trading Systems, Alternative Investments, Credit Derivatives, Options
Education
State University of New York at Buffalo - School of Management 1992 — 1994
MBA, Finance
University at Buffalo 1988 — 1994
Bachelor of Science, Business Administration
ICAP April 2009 - Present
Merrill Lynch July 1997 - January 2009
Merrill Lynch January 2001 - January 2003
Merrill Lynch January 2000 - January 2001
Merrill Lynch January 1999 - January 2000
Merrill Lynch January 1997 - January 1999
Skills
Fixed Income, Series 7, Bonds, Trading, Series 63, Capital Markets, Bloomberg, Securities, Structured Products, Financial Markets, Investments, Money Market, Asset Managment, Portfolio Management, Asset Allocation, Hedging, Credit, Equity Trading, Investment Banking, Swaps, Mutual Funds, Securitization, Asset Management, Emerging Markets, Trading Systems, Alternative Investments, Credit Derivatives, Options
Education
State University of New York at Buffalo - School of Management 1992 — 1994
MBA, Finance
University at Buffalo 1988 — 1994
Bachelor of Science, Business Administration
Al Royston's Merrill Lynch Experience 1976 - 1995
Job at A. Randall Financial
Industry Financial Services
Experience
A. RANDALL Financial March 2009 - Present
Citi Smith Barney December 1995 - March 2009
Merrill Lynch 1976 - 1995
Skills
Strategic Planning, Wealth Management, Retirement Planning, Investments, Marketing Strategy, Project Coordination, Success Planning, Organizational..., Community Organizing, Series 7, Portfolio Management, Sales Management, Asset Management, Mutual Funds, Financial Planning, Insurance, Retirement, Annuities, Executive Management, Team Building, Long Term Care, 401k, Financial Analysis, Estate Planning, Strategic Partnerships, Series 63, Asset Allocation, Disability Insurance, New Business Development, Business Strategy, Customer Relations, Investment Advisory, Fixed Annuities, Strategic Financial..., Long-term Care, Public Speaking, Mergers & Acquisitions, Finance, Financial Planners, Risk Management, Customer Service, Management, Financial Advisory, Financial Services, Wealth, Tax
Education
State University of New York at Buffalo - School of Management 1971 — 1973
BS, Management & Marketing
State University of New York at Farmingdale 1968 — 1970
Associate of Arts and Sciences (AAS), Business, Management, Marketing, and Related Support Services
Bishop Reilly High School 1964 — 1968
High School, 90
A. RANDALL Financial March 2009 - Present
Citi Smith Barney December 1995 - March 2009
Merrill Lynch 1976 - 1995
Skills
Strategic Planning, Wealth Management, Retirement Planning, Investments, Marketing Strategy, Project Coordination, Success Planning, Organizational..., Community Organizing, Series 7, Portfolio Management, Sales Management, Asset Management, Mutual Funds, Financial Planning, Insurance, Retirement, Annuities, Executive Management, Team Building, Long Term Care, 401k, Financial Analysis, Estate Planning, Strategic Partnerships, Series 63, Asset Allocation, Disability Insurance, New Business Development, Business Strategy, Customer Relations, Investment Advisory, Fixed Annuities, Strategic Financial..., Long-term Care, Public Speaking, Mergers & Acquisitions, Finance, Financial Planners, Risk Management, Customer Service, Management, Financial Advisory, Financial Services, Wealth, Tax
Education
State University of New York at Buffalo - School of Management 1971 — 1973
BS, Management & Marketing
State University of New York at Farmingdale 1968 — 1970
Associate of Arts and Sciences (AAS), Business, Management, Marketing, and Related Support Services
Bishop Reilly High School 1964 — 1968
High School, 90
Henry Taveras's Merrill Lynch Experience July 2011 - March 2012
Job High Yield Coverage analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
J.P. Morgan March 2012 - August 2013
Merrill Lynch July 2011 - March 2012
Merrill Lynch June 2009 - July 2011
Skills
Financial Risk, Fixed Income, Derivatives, Investment Banking, Bloomberg, Equities, Financial Modeling, FX Options, Portfolio Management, Structured Products, Hedge Funds, Market Risk, Options, Equity Derivatives, Credit Risk, Credit Derivatives, High Yield, High Yield Bonds, Credit Trading, High Grade, Index Options, FX trading, FX Derivatives, Credit Analysis, Credit Management, Risk Financing, Loans, Loan Origination, Distressed Debt
Education
State University of New York - System 2007 — 2010
J.P. Morgan August 2013 - Present
J.P. Morgan March 2012 - August 2013
Merrill Lynch July 2011 - March 2012
Merrill Lynch June 2009 - July 2011
Skills
Financial Risk, Fixed Income, Derivatives, Investment Banking, Bloomberg, Equities, Financial Modeling, FX Options, Portfolio Management, Structured Products, Hedge Funds, Market Risk, Options, Equity Derivatives, Credit Risk, Credit Derivatives, High Yield, High Yield Bonds, Credit Trading, High Grade, Index Options, FX trading, FX Derivatives, Credit Analysis, Credit Management, Risk Financing, Loans, Loan Origination, Distressed Debt
Education
State University of New York - System 2007 — 2010
John Honts's Merrill Lynch Experience 1992 - 1995
Job Senior Managing Director at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners 1997 - Present
Questor Partners 1996 - 1996
Merrill Lynch 1992 - 1995
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Due Diligence, M&A experience
Education
Stanford University Graduate School of Business 1995 — 1997
MBA, Business
The University of Texas at Austin 1988 — 1992
BBA/honors business, Business/finance
Evercore Partners 1997 - Present
Questor Partners 1996 - 1996
Merrill Lynch 1992 - 1995
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Due Diligence, M&A experience
Education
Stanford University Graduate School of Business 1995 — 1997
MBA, Business
The University of Texas at Austin 1988 — 1992
BBA/honors business, Business/finance
Geoffrey Keith's Merrill Lynch Experience July 1995 - February 2005
Job Managing Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo January 2012 - Present
Diamond Notch Asset Mgmt May 2008 - February 2012
Parabolic Partners March 2005 - February 2008
Merrill Lynch July 1995 - February 2005
Skills
Equity Derivatives, Hedge Funds, Equities, Convertible Bonds, Trading, Securities, Financial Structuring, Proprietary Trading, Fixed Income, Derivatives, Options, Capital Markets, Alternative Investments, Structured Products, Bloomberg, Trading Systems, Credit Derivatives, Series 7, Financial Markets, Asset Managment, Equity Trading, Portfolio Management, Finance, Hedging, Bonds, Asset Management
Education
Stanford University 1986 — 1987
MS, Management Science and Engineering
Stanford University 1982 — 1986
BS, Mathematics
Wells Fargo January 2012 - Present
Diamond Notch Asset Mgmt May 2008 - February 2012
Parabolic Partners March 2005 - February 2008
Merrill Lynch July 1995 - February 2005
Skills
Equity Derivatives, Hedge Funds, Equities, Convertible Bonds, Trading, Securities, Financial Structuring, Proprietary Trading, Fixed Income, Derivatives, Options, Capital Markets, Alternative Investments, Structured Products, Bloomberg, Trading Systems, Credit Derivatives, Series 7, Financial Markets, Asset Managment, Equity Trading, Portfolio Management, Finance, Hedging, Bonds, Asset Management
Education
Stanford University 1986 — 1987
MS, Management Science and Engineering
Stanford University 1982 — 1986
BS, Mathematics
Patrick Klosterman's Merrill Lynch Experience July 2006 - July 2008
Job CoFounder at Cuttingboard Market
Industry Financial Services
Experience
Cuttingboard Market February 2014 - Present
Mblox May 2013 - February 2014
Air2Web August 2010 - July 2011
The Carlyle Group August 2008 - September 2010
Merrill Lynch July 2006 - July 2008
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania 2002 — 2006
English
University of Pennsylvania - The Wharton School 2002 — 2006
Economics
Cuttingboard Market February 2014 - Present
Mblox May 2013 - February 2014
Air2Web August 2010 - July 2011
The Carlyle Group August 2008 - September 2010
Merrill Lynch July 2006 - July 2008
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania 2002 — 2006
English
University of Pennsylvania - The Wharton School 2002 — 2006
Economics
Dom Ruscetta's Merrill Lynch Experience May 2008 - December 2010
Job Project Manager at Swedish Medical Center
Industry Hospital & Health Care
Experience
Swedish Medical Center March 2015 - Present
Baptist Health September 2014 - February 2015
Johnson & Johnson October 2013 - September 2014
Angelo's Barbershop June 2012 - September 2014
Bank of America June 2011 - September 2013
Deutsche Bank February 2011 - June 2011
Merrill Lynch May 2008 - December 2010
Florida East Coast Railroad November 2007 - May 2008
Mayo Clinic January 2007 - September 2007
Northeast Florida January 2000 - January 2006
Skills
Cisco Certified..., Troubleshooting, Cisco Technologies, Servers, Windows Server, Disaster Recovery, Information Technology, Active Directory, Technical Support, Microsoft Exchange, Cisco Certified, VPN, SharePoint, Software Documentation, Business Analysis, Blackberry Enterprise..., Hardware, Project Management, IT Management, Leadership, Training, Operating Systems, Vendor Management, Management
Education
Stanford University 2014 — 2015
Stanford Certified Project Manager, Stanford Advanced Project Management
Education America 2000 — 2002
AS, Computer Network Engineering
Swedish Medical Center March 2015 - Present
Baptist Health September 2014 - February 2015
Johnson & Johnson October 2013 - September 2014
Angelo's Barbershop June 2012 - September 2014
Bank of America June 2011 - September 2013
Deutsche Bank February 2011 - June 2011
Merrill Lynch May 2008 - December 2010
Florida East Coast Railroad November 2007 - May 2008
Mayo Clinic January 2007 - September 2007
Northeast Florida January 2000 - January 2006
Skills
Cisco Certified..., Troubleshooting, Cisco Technologies, Servers, Windows Server, Disaster Recovery, Information Technology, Active Directory, Technical Support, Microsoft Exchange, Cisco Certified, VPN, SharePoint, Software Documentation, Business Analysis, Blackberry Enterprise..., Hardware, Project Management, IT Management, Leadership, Training, Operating Systems, Vendor Management, Management
Education
Stanford University 2014 — 2015
Stanford Certified Project Manager, Stanford Advanced Project Management
Education America 2000 — 2002
AS, Computer Network Engineering
Valery Avdeenko's Merrill Lynch Experience June 2010 - August 2010
Job Senior analyst at Gazprombank
Industry Financial Services
Experience
Gazprombank May 2012 - Present
JP Morgan September 2011 - December 2011
Merrill Lynch June 2010 - August 2010
EMAlliance June 2009 - July 2009
Skills
Financial Modeling, Research, Data Analysis, Strategy, Economics, Analysis, Valuation, Corporate Finance, Microsoft Office, Start-ups
Education
Stanford University 2008 — 2011
Bachelor's Degree, Economics with Honors, CS minor
Gazprombank May 2012 - Present
JP Morgan September 2011 - December 2011
Merrill Lynch June 2010 - August 2010
EMAlliance June 2009 - July 2009
Skills
Financial Modeling, Research, Data Analysis, Strategy, Economics, Analysis, Valuation, Corporate Finance, Microsoft Office, Start-ups
Education
Stanford University 2008 — 2011
Bachelor's Degree, Economics with Honors, CS minor
Madelyn Verhaeghe's Merrill Lynch Experience May 1980 - Present
Job Senior VP Wealth Management, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1980 - Present
Skills
Wealth Management, Retirement Planning
Education
Stanford University
Master of Business Administration (MBA)
Merrill Lynch May 1980 - Present
Skills
Wealth Management, Retirement Planning
Education
Stanford University
Master of Business Administration (MBA)
Neal Cohen's Merrill Lynch Experience September 2001 - November 2004
Job International Equity SalesTrader at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2010 - Present
Cazenove December 2004 - February 2010
Merrill Lynch September 2001 - November 2004
Skills
Customer Relations, Negotiation, Equities, Financial Analysis, Investments, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Trading, Banking, Electronic Trading, Equity Research, Due Diligence, Financial Markets, Securities
Education
State University of New York at Buffalo - School of Management 1997 — 2001
BA, Business
J.P. Morgan March 2010 - Present
Cazenove December 2004 - February 2010
Merrill Lynch September 2001 - November 2004
Skills
Customer Relations, Negotiation, Equities, Financial Analysis, Investments, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Trading, Banking, Electronic Trading, Equity Research, Due Diligence, Financial Markets, Securities
Education
State University of New York at Buffalo - School of Management 1997 — 2001
BA, Business
Alexander Karlan's Merrill Lynch Experience June 2010 - August 2010
Job Entrepreneur / Investor
Industry Financial Services
Experience
Trulify April 2014 - Present
Trulify December 2011 - April 2014
Merrill Lynch June 2010 - August 2010
Viking Global Investors July 2007 - June 2009
Skills
Start-ups, Alternative Investments, Hedge Funds, Strategic Planning, Financial Modeling, Valuation, Credit, Business Strategy, Entrepreneurship, Investments
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Williams College 2003 — 2007
BA, Economics
The Latin School of Chicago 1999 — 2003
Trulify April 2014 - Present
Trulify December 2011 - April 2014
Merrill Lynch June 2010 - August 2010
Viking Global Investors July 2007 - June 2009
Skills
Start-ups, Alternative Investments, Hedge Funds, Strategic Planning, Financial Modeling, Valuation, Credit, Business Strategy, Entrepreneurship, Investments
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Williams College 2003 — 2007
BA, Economics
The Latin School of Chicago 1999 — 2003
Pia Lozano's Merrill Lynch Experience 1998 - 1998
Job '
Industry Real Estate
Experience
Grupo Zeiba June 2014 - Present
Old Navy June 2013 - June 2014
Grupo Questro 2006 - 2007
McKinsey & Company 2005 - 2006
Sephora 2003 - 2003
Ecuality (C2C Internet start-up) 2001 - 2002
Satmex 1998 - 2000
Merrill Lynch 1998 - 1998
Skills
Financial & Operational..., Strategy Formulation, Business Modeling, Market Research
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
Universidad Iberoamericana, Ciudad de México 1993 — 1998
Bachelor of Science (BS), Industrial Engineering
Grupo Zeiba June 2014 - Present
Old Navy June 2013 - June 2014
Grupo Questro 2006 - 2007
McKinsey & Company 2005 - 2006
Sephora 2003 - 2003
Ecuality (C2C Internet start-up) 2001 - 2002
Satmex 1998 - 2000
Merrill Lynch 1998 - 1998
Skills
Financial & Operational..., Strategy Formulation, Business Modeling, Market Research
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
Universidad Iberoamericana, Ciudad de México 1993 — 1998
Bachelor of Science (BS), Industrial Engineering
Robert Chang's Merrill Lynch Experience June 2007 - August 2007
Job Data Scientist at Twitter
Industry Research
Experience
Twitter June 2013 - Present
Wapo Labs September 2012 - June 2013
Allstate Research and Planning Center June 2011 - August 2011
Center for Entrepreneurship and Technology (and McKinsey) January 2010 - June 2010
UC Berkeley 2008 - 2010
Virgin America July 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Data Mining, Statistics, Machine Learning, R, Predictive Analytics, Experimentation, A/B testing, Multivariate Testing, Optimization, Information Retrieval, Text Mining, Microeconomics, Game Theory, Python, Matlab, Processing, Tableau, d3.js, Analytics, Data Analysis, Algorithms
Education
Stanford University 2010 — 2012
Master of Science (M.S.), Statistics
University of California, berkeley 2008 — 2010
Master of Science (M.S.), Industrial Engineering and Operations Research
University of California, Berkeley 2004 — 2008
Bachelor of Arts (B.A.), Operations Research; Economics
Twitter June 2013 - Present
Wapo Labs September 2012 - June 2013
Allstate Research and Planning Center June 2011 - August 2011
Center for Entrepreneurship and Technology (and McKinsey) January 2010 - June 2010
UC Berkeley 2008 - 2010
Virgin America July 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Data Mining, Statistics, Machine Learning, R, Predictive Analytics, Experimentation, A/B testing, Multivariate Testing, Optimization, Information Retrieval, Text Mining, Microeconomics, Game Theory, Python, Matlab, Processing, Tableau, d3.js, Analytics, Data Analysis, Algorithms
Education
Stanford University 2010 — 2012
Master of Science (M.S.), Statistics
University of California, berkeley 2008 — 2010
Master of Science (M.S.), Industrial Engineering and Operations Research
University of California, Berkeley 2004 — 2008
Bachelor of Arts (B.A.), Operations Research; Economics
Joseph Cusanno's Merrill Lynch Experience September 1991 - September 1994
Job Chief Financial Officer at Simcona Electronics Corp.
Industry Wholesale
Experience
Simcona Electronics Corp. March 2011 - Present
Simcona Electronics Corp. April 2001 - March 2011
Pittsford Capital Group, Inc. September 1997 - February 2001
Bryant & Stratton College September 1994 - September 1997
Merrill Lynch September 1991 - September 1994
Bonadio, Insero & Co. January 1987 - November 1990
Skills
US GAAP, Microsoft Excel
Education
State University of New York at Buffalo - School of Management 1980 — 1984
BS, Accounting
Simcona Electronics Corp. March 2011 - Present
Simcona Electronics Corp. April 2001 - March 2011
Pittsford Capital Group, Inc. September 1997 - February 2001
Bryant & Stratton College September 1994 - September 1997
Merrill Lynch September 1991 - September 1994
Bonadio, Insero & Co. January 1987 - November 1990
Skills
US GAAP, Microsoft Excel
Education
State University of New York at Buffalo - School of Management 1980 — 1984
BS, Accounting
Nick Orum's Merrill Lynch Experience 1991 - 1993
Job Private Equity Investor
Industry Investment Management
Experience
Gryphon Investors 1995 - Present
Oak Hill Partners 1993 - 1995
Merrill Lynch 1991 - 1993
Education
Stanford University 1987 — 1991
BA w/distinction, Economics
Gryphon Investors 1995 - Present
Oak Hill Partners 1993 - 1995
Merrill Lynch 1991 - 1993
Education
Stanford University 1987 — 1991
BA w/distinction, Economics
Werwaiss John's Merrill Lynch Experience 1995 - 1997
Job Partner
Industry Venture Capital & Private Equity
Experience
Lindsay Goldberg 2001 - Present
PAE 2011 - Present
First American Payment Systems 2003 - Present
Intermex Wire Transfer, LLC 2006 - Present
Ambulatory Services of America, Inc. 2008 - 2013
Alliant Insurance Services 2005 - 2007
Merrill Lynch 1995 - 1997
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Venture Capital, LBO, Corporate Development, Due Diligence, Valuation, Corporate Finance, Financial Modeling, M&A experience, Start-ups, Entrepreneurship, Alternative Investments, Investments
Education
Stanford Graduate School of Business 1999 — 2001
MBA
Williams College 1991 — 1995
Regis High School 1987 — 1991
Buckley
Lindsay Goldberg 2001 - Present
PAE 2011 - Present
First American Payment Systems 2003 - Present
Intermex Wire Transfer, LLC 2006 - Present
Ambulatory Services of America, Inc. 2008 - 2013
Alliant Insurance Services 2005 - 2007
Merrill Lynch 1995 - 1997
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Venture Capital, LBO, Corporate Development, Due Diligence, Valuation, Corporate Finance, Financial Modeling, M&A experience, Start-ups, Entrepreneurship, Alternative Investments, Investments
Education
Stanford Graduate School of Business 1999 — 2001
MBA
Williams College 1991 — 1995
Regis High School 1987 — 1991
Buckley
Craig Carnaroli's Merrill Lynch Experience March 1995 - January 2000
Job Executive Vice President at University of Pennsylvania
Industry Higher Education
Experience
University of Pennsylvania January 2000 - Present
Merrill Lynch March 1995 - January 2000
CS First Boston September 1990 - February 1995
Education
Stanford Graduate School of Business 1988 — 1990
MBA
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics and Finance
University of Pennsylvania January 2000 - Present
Merrill Lynch March 1995 - January 2000
CS First Boston September 1990 - February 1995
Education
Stanford Graduate School of Business 1988 — 1990
MBA
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics and Finance
Richard Livingston's Merrill Lynch Experience June 2013 - September 2013
Job Intern, Analyst at White Oak Global Advisors, LLC
Industry
Experience
White Oak Global Advisors, LLC July 2014 - Present
Stanford University September 2012 - Present
Merrill Lynch June 2013 - September 2013
LifeSquare May 2012 - July 2012
Skills
PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, English, Nonprofits, Data Analysis, Customer Service
Education
Stanford University 2012 — 2016
Management Science and Engineering, Engineering/Economics, Junior
Crystal Springs Uplands School 2008 — 2012
White Oak Global Advisors, LLC July 2014 - Present
Stanford University September 2012 - Present
Merrill Lynch June 2013 - September 2013
LifeSquare May 2012 - July 2012
Skills
PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, English, Nonprofits, Data Analysis, Customer Service
Education
Stanford University 2012 — 2016
Management Science and Engineering, Engineering/Economics, Junior
Crystal Springs Uplands School 2008 — 2012
Ray Pyles's Merrill Lynch Experience June 2014 - October 2014
Job Collection Rep at General Electric
Industry Retail
Experience
Synchrony Financial April 2012 - Present
Merrill Lynch June 2014 - October 2014
Tysons Trucking January 2009 - February 2010
McKinley Health Care Center August 2006 - August 2007
Education
The University of Akron 2007 — 2008
Sports Medicine Residency Program
Mckinley Senior High School 2002 — 2006
Regular/General High School/Secondary Diploma Program
Stark State College of Technology
Associate of Science (A.S.), Physical Therapy Technician/Assistant, 2.6
Synchrony Financial April 2012 - Present
Merrill Lynch June 2014 - October 2014
Tysons Trucking January 2009 - February 2010
McKinley Health Care Center August 2006 - August 2007
Education
The University of Akron 2007 — 2008
Sports Medicine Residency Program
Mckinley Senior High School 2002 — 2006
Regular/General High School/Secondary Diploma Program
Stark State College of Technology
Associate of Science (A.S.), Physical Therapy Technician/Assistant, 2.6
Derrick Liu's Merrill Lynch Experience June 2008 - August 2008
Job Device Design, Integration and Characterization at IBM
Industry Semiconductors
Experience
IBM August 2010 - Present
Merrill Lynch June 2008 - August 2008
Vortex International Enterprise December 2005 - June 2006
Tornado Tech June 2003 - August 2003
Skills
CMOS, Semiconductors, Materials Science, Matlab, Cadence Virtuoso, Thin Films, IC, Device Characterization, AFM, Semiconductor Process, Linux, C++, SPICE, PHP, HTML, JMP, SAS
Education
Stanford University 2009 — 2010
Engineer's degree, Materials Science
Stanford University 2007 — 2009
Master of Science (M.S.), Materials Science
University of California, Davis 2003 — 2007
Bachelor of Science (B.S.), Electrical Engineering
IBM August 2010 - Present
Merrill Lynch June 2008 - August 2008
Vortex International Enterprise December 2005 - June 2006
Tornado Tech June 2003 - August 2003
Skills
CMOS, Semiconductors, Materials Science, Matlab, Cadence Virtuoso, Thin Films, IC, Device Characterization, AFM, Semiconductor Process, Linux, C++, SPICE, PHP, HTML, JMP, SAS
Education
Stanford University 2009 — 2010
Engineer's degree, Materials Science
Stanford University 2007 — 2009
Master of Science (M.S.), Materials Science
University of California, Davis 2003 — 2007
Bachelor of Science (B.S.), Electrical Engineering
Maike Federici's Merrill Lynch Experience September 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Skills
Series 7, Uniform Combined State...
Education
State College of Florida-Manatee-Sarasota 2000 — 2001
Associate's Degree
Merrill Lynch September 2008 - Present
Skills
Series 7, Uniform Combined State...
Education
State College of Florida-Manatee-Sarasota 2000 — 2001
Associate's Degree
Isil Lu's Merrill Lynch Experience July 2013 - Present
Job Analyst at Merrill Lynch
Industry
Experience
Merrill Lynch July 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
Stanford University 2009 — 2013
Bachelor's Degree
Merrill Lynch July 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
Stanford University 2009 — 2013
Bachelor's Degree
Alexandra Adamovich's Merrill Lynch Experience September 2001 - July 2007
Job Sr. Business Analyst/Project Manager at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch May 2010 - January 2011
Bank of America Merrill Lynch August 2007 - May 2010
Merrill Lynch September 2001 - July 2007
Merrill Lynch May 1998 - August 2001
Verizon January 1997 - May 1998
Lehman Brothers June 1996 - January 1997
AT&T May 1995 - June 1996
Skills
Project Management, Software Development, Options, Equity Derivatives, Clearing Houses, Business Intelligence, Solution Architecture, Database Design, IBM Mainframe, Functional Requirements, System Requirements, Team Management, Business Requirements, Investment Banking, Equities, Fixed Income, Regulatory Requirements, Prime Brokerage, Settlement, SDLC
Education
State University 'Lviv Polytechnics'
Engineer's Degree
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch May 2010 - January 2011
Bank of America Merrill Lynch August 2007 - May 2010
Merrill Lynch September 2001 - July 2007
Merrill Lynch May 1998 - August 2001
Verizon January 1997 - May 1998
Lehman Brothers June 1996 - January 1997
AT&T May 1995 - June 1996
Skills
Project Management, Software Development, Options, Equity Derivatives, Clearing Houses, Business Intelligence, Solution Architecture, Database Design, IBM Mainframe, Functional Requirements, System Requirements, Team Management, Business Requirements, Investment Banking, Equities, Fixed Income, Regulatory Requirements, Prime Brokerage, Settlement, SDLC
Education
State University 'Lviv Polytechnics'
Engineer's Degree
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank