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
Jeffrey Baase Jeffrey Baase's Merrill Lynch Experience January 2006 - January 2007
Job Broker, Owner, Entrepreneur. www.TheElephantTeam.com
Industry Real Estate
Experience
CEC Properties, LLC January 2005 - Present
Merrill Lynch January 2006 - January 2007
Adsertive January 2005 - January 2006
The Bonadio Group January 2004 - January 2005
Skills
Small Business, Real Estate, Strategic Planning, Customer Service, Financial Analysis, Accounting, Financial Reporting, Tax, Investments, QuickBooks, Strategic Financial..., Finance, Banking, Management, Credit, Microsoft Excel, Investment Properties, Mergers & Acquisitions, Sales, Leadership, Contract Negotiation, Financial Planning
Education
Walden University 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance
State University of New York College at Brockport 2000 — 2004
BS, Accounting and Economics
CEC Properties, LLC January 2005 - Present
Merrill Lynch January 2006 - January 2007
Adsertive January 2005 - January 2006
The Bonadio Group January 2004 - January 2005
Skills
Small Business, Real Estate, Strategic Planning, Customer Service, Financial Analysis, Accounting, Financial Reporting, Tax, Investments, QuickBooks, Strategic Financial..., Finance, Banking, Management, Credit, Microsoft Excel, Investment Properties, Mergers & Acquisitions, Sales, Leadership, Contract Negotiation, Financial Planning
Education
Walden University 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance
State University of New York College at Brockport 2000 — 2004
BS, Accounting and Economics
David Sieber David Sieber's Merrill Lynch Experience June 2014 - August 2014
Job Derivatives Analyst at Hartree Partners
Industry Investment Banking
Experience
Hartree Partners June 2015 - Present
Cobblestone Capital Advisors, LLC. January 2015 - May 2015
Merrill Lynch June 2014 - August 2014
PIRA Energy Group June 2013 - July 2013
Skills
Research, Teamwork, Derivatives Analysis, Derivatives Valuation, Economics, Databases, Microsoft Office, Engaging Public Speaker, Hedging Strategies, Business Analysis, Market Research, Data Analysis, Finance, Statistics, Accounting, English, Public Speaking
Education
State University of New York College at Brockport 2012 — 2015
Bachelor of Science (BSc) Honors, Finance, Economics, Cumulative GPA: 3.8
Bonn International School
Hartree Partners June 2015 - Present
Cobblestone Capital Advisors, LLC. January 2015 - May 2015
Merrill Lynch June 2014 - August 2014
PIRA Energy Group June 2013 - July 2013
Skills
Research, Teamwork, Derivatives Analysis, Derivatives Valuation, Economics, Databases, Microsoft Office, Engaging Public Speaker, Hedging Strategies, Business Analysis, Market Research, Data Analysis, Finance, Statistics, Accounting, English, Public Speaking
Education
State University of New York College at Brockport 2012 — 2015
Bachelor of Science (BSc) Honors, Finance, Economics, Cumulative GPA: 3.8
Bonn International School
Nicholas Mucci Nicholas Mucci's Merrill Lynch Experience January 2008 - May 2008
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation November 2014 - Present
Vanguard September 2008 - November 2014
Merrill Lynch January 2008 - May 2008
Skills
Investments, Financial Services, Series 6, Mutual Funds, Finance, Portfolio Management, Series 7, Retirement Planning, Series 63, Wealth Management, 401k, Retirement, Investment Strategies, IRAs, Asset Allocation
Education
SUNY Geneseo 2004 — 2008
Business Administration/Communication, Finance
McQuaid Jesuit High School
E*TRADE Financial Corporation November 2014 - Present
Vanguard September 2008 - November 2014
Merrill Lynch January 2008 - May 2008
Skills
Investments, Financial Services, Series 6, Mutual Funds, Finance, Portfolio Management, Series 7, Retirement Planning, Series 63, Wealth Management, 401k, Retirement, Investment Strategies, IRAs, Asset Allocation
Education
SUNY Geneseo 2004 — 2008
Business Administration/Communication, Finance
McQuaid Jesuit High School
Andrew Fellouris Jr., MBA Andrew Fellouris Jr., MBA's Merrill Lynch Experience April 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch January 2014 - April 2014
Wagner College June 2010 - July 2012
Northfield LDC January 2011 - June 2011
Newmark Knight Frank June 2008 - September 2009
Newmark Knight Frank June 2008 - September 2009
Navasink Fine Home Builders December 2007 - May 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Sales, Marketing, Research, Access, Social Media, Outlook, Budgets, Project Management, Finance, Management
Education
Wagner College 2010 — 2012
Masters in Business Administration, Finance
State University of New York College at Brockport 2006 — 2010
Bachelor of Science, Finance
South Brunswick HS 2002 — 2006
General Studies
Merrill Lynch April 2013 - Present
Merrill Lynch January 2014 - April 2014
Wagner College June 2010 - July 2012
Northfield LDC January 2011 - June 2011
Newmark Knight Frank June 2008 - September 2009
Newmark Knight Frank June 2008 - September 2009
Navasink Fine Home Builders December 2007 - May 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Sales, Marketing, Research, Access, Social Media, Outlook, Budgets, Project Management, Finance, Management
Education
Wagner College 2010 — 2012
Masters in Business Administration, Finance
State University of New York College at Brockport 2006 — 2010
Bachelor of Science, Finance
South Brunswick HS 2002 — 2006
General Studies
Mark A. Filardi Mark A. Filardi's Merrill Lynch Experience June 1987 - September 2007
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2007 - Present
Merrill Lynch June 1987 - September 2007
Skills
Investment Strategies, Retirement Planning
Education
State University of New York at New Paltz
Bachelor's Degree (BS), Business Finance
Wells Fargo Advisors September 2007 - Present
Merrill Lynch June 1987 - September 2007
Skills
Investment Strategies, Retirement Planning
Education
State University of New York at New Paltz
Bachelor's Degree (BS), Business Finance
Megan E. Burke, CFP® Megan E. Burke, CFP®'s Merrill Lynch Experience September 1999 - November 2002
Job Wealth Advisor at Tompkins Financial Advisors
Industry Financial Services
Experience
Tompkins Financial Advisors December 2002 - Present
Merrill Lynch September 1999 - November 2002
USI Consulting Group June 1997 - July 1999
Skills
Wealth Management, Wealth Management..., Wealth, Estate Planning, Strategic Financial..., Investments, Risk Management, Financial Planners, Strategy, Management, Retirement Planning, Asset Management, Portfolio Management, Mutual Funds, Series 65, Series 63, Series 7, Insurance, Fixed Annuities, Variable Annuities
Education
State University of New York College at Geneseo 1993 — 1997
Tompkins Financial Advisors December 2002 - Present
Merrill Lynch September 1999 - November 2002
USI Consulting Group June 1997 - July 1999
Skills
Wealth Management, Wealth Management..., Wealth, Estate Planning, Strategic Financial..., Investments, Risk Management, Financial Planners, Strategy, Management, Retirement Planning, Asset Management, Portfolio Management, Mutual Funds, Series 65, Series 63, Series 7, Insurance, Fixed Annuities, Variable Annuities
Education
State University of New York College at Geneseo 1993 — 1997
Renate Devin Renate Devin's Merrill Lynch Experience January 1992 - March 1994
Job Founder and Owner of Boston School of Etiquette
Industry Education Management
Experience
Boston School of Etiquette April 2006 - Present
Putnam Investments May 1998 - September 1999
Warburg Pincus Asset Management April 1996 - May 1998
Montgomery Asset Management April 1994 - March 1996
Merrill Lynch January 1992 - March 1994
Skills
Social Networking, Personal Branding, Marketing, Training, Program Management, Entrepreneurship, Leadership Development, Social Media Marketing
Education
American School of Protocol
Etiquette Consultant
International School of Protocol
Certified Etiquette Consultant
State University of New York at New Paltz
Bachelor of Arts (BA), Communication and Media Studies
Boston School of Etiquette April 2006 - Present
Putnam Investments May 1998 - September 1999
Warburg Pincus Asset Management April 1996 - May 1998
Montgomery Asset Management April 1994 - March 1996
Merrill Lynch January 1992 - March 1994
Skills
Social Networking, Personal Branding, Marketing, Training, Program Management, Entrepreneurship, Leadership Development, Social Media Marketing
Education
American School of Protocol
Etiquette Consultant
International School of Protocol
Certified Etiquette Consultant
State University of New York at New Paltz
Bachelor of Arts (BA), Communication and Media Studies
Nicolette Neagle Nicolette Neagle's Merrill Lynch Experience March 2015 - Present
Job Graduate of SUNY Brockport
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Paychex November 2014 - March 2015
First Niagara Bank October 2013 - October 2014
Merrill Lynch June 2012 - August 2012
Skills
Customer Service, Maintaining A Positive..., Multi Tasking, Computer Information..., Microsoft Excel, Microsoft Office, Microsoft Word, Access, Banking, Data Entry, Outlook, Teamwork, Accounts Payable, Analysis, Financial Analysis, Financial Reporting, Time Management
Education
State University of New York College at Brockport 2010 — 2013
Finance, General
Merrill Lynch March 2015 - Present
Paychex November 2014 - March 2015
First Niagara Bank October 2013 - October 2014
Merrill Lynch June 2012 - August 2012
Skills
Customer Service, Maintaining A Positive..., Multi Tasking, Computer Information..., Microsoft Excel, Microsoft Office, Microsoft Word, Access, Banking, Data Entry, Outlook, Teamwork, Accounts Payable, Analysis, Financial Analysis, Financial Reporting, Time Management
Education
State University of New York College at Brockport 2010 — 2013
Finance, General
Sean Knipe Sean Knipe's Merrill Lynch Experience September 2010 - August 2012
Job Senior Vice President at TriNet Ambrose
Industry Financial Services
Experience
TriNet Ambrose July 2013 - Present
Ambrose Employer Group, LLC January 2013 - July 2013
Merrill Lynch September 2010 - August 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Citi Smith Barney October 2008 - June 2009
2008 March 2008 - September 2008
UPS March 2005 - March 2008
Skills
Bloomberg Terminal, Word, Excel, Sales Process, Customer Relations, Customer Service, Customer Satisfaction, Equities, Reuters, Securities, Management, Investments, Portfolio Management, Hedge Funds, Finance, Leadership, Asset Management, Sales, Fixed Income, Employee Benefits, Marketing, Microsoft Word, Microsoft Excel
Education
STATE UNIVERSITY OF NEW YORK COLLEGE 2000 — 2004
Bachelor of Arts, Psychology
State University of New York College at Cortland 2000 — 2004
BA, Psychology
Oswego High 1996 — 2000
TriNet Ambrose July 2013 - Present
Ambrose Employer Group, LLC January 2013 - July 2013
Merrill Lynch September 2010 - August 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Citi Smith Barney October 2008 - June 2009
2008 March 2008 - September 2008
UPS March 2005 - March 2008
Skills
Bloomberg Terminal, Word, Excel, Sales Process, Customer Relations, Customer Service, Customer Satisfaction, Equities, Reuters, Securities, Management, Investments, Portfolio Management, Hedge Funds, Finance, Leadership, Asset Management, Sales, Fixed Income, Employee Benefits, Marketing, Microsoft Word, Microsoft Excel
Education
STATE UNIVERSITY OF NEW YORK COLLEGE 2000 — 2004
Bachelor of Arts, Psychology
State University of New York College at Cortland 2000 — 2004
BA, Psychology
Oswego High 1996 — 2000
Thomas (T.J.) Aguis Thomas (T.J.) Aguis's Merrill Lynch Experience October 2014 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
M&T Bank June 2013 - March 2014
Hudson Valley Federal Credit Union May 2011 - March 2013
Skills
Teamwork, Windows, Customer Service, Time Management, PowerPoint, Outlook, Access, Microsoft Excel, Sales, Microsoft Word, Data Analysis, Microsoft Office, Finance, Public Speaking, Leadership, Financial Analysis, Accounting
Education
State University of New York at New Paltz 2007 — 2011
B.S., Finance, Economics
Merrill Lynch October 2014 - Present
M&T Bank June 2013 - March 2014
Hudson Valley Federal Credit Union May 2011 - March 2013
Skills
Teamwork, Windows, Customer Service, Time Management, PowerPoint, Outlook, Access, Microsoft Excel, Sales, Microsoft Word, Data Analysis, Microsoft Office, Finance, Public Speaking, Leadership, Financial Analysis, Accounting
Education
State University of New York at New Paltz 2007 — 2011
B.S., Finance, Economics
Nicole M. Plata's Merrill Lynch Experience April 2006 - September 2006
Job Dean Health Plan
Industry Human Resources
Experience
Employment & Training Association Inc. May 2015 - Present
Dean Health Plan, Inc. July 2014 - February 2015
Gordon Flesch Company August 2013 - June 2014
Robert Half October 2012 - August 2013
Ethan Allen Staffing August 2006 - October 2012
Merrill Lynch April 2006 - September 2006
The Premier Group February 2005 - September 2006
Skills
Recruiting, Human Resources, Temporary Placement, Temporary Staffing, Payroll, Microsoft Office, Business Development, Software, Web Applications, Employee Relations, Contract Recruitment, Onboarding, Interviews, Talent Acquisition, New Hire Orientations, Screening, Leadership, Talent Management, Applicant Tracking..., Training
Education
State University of New York at New Paltz 2000 — 2004
Bachelor of Arts, Sociology
Employment & Training Association Inc. May 2015 - Present
Dean Health Plan, Inc. July 2014 - February 2015
Gordon Flesch Company August 2013 - June 2014
Robert Half October 2012 - August 2013
Ethan Allen Staffing August 2006 - October 2012
Merrill Lynch April 2006 - September 2006
The Premier Group February 2005 - September 2006
Skills
Recruiting, Human Resources, Temporary Placement, Temporary Staffing, Payroll, Microsoft Office, Business Development, Software, Web Applications, Employee Relations, Contract Recruitment, Onboarding, Interviews, Talent Acquisition, New Hire Orientations, Screening, Leadership, Talent Management, Applicant Tracking..., Training
Education
State University of New York at New Paltz 2000 — 2004
Bachelor of Arts, Sociology
Josh Rayburn Josh Rayburn's Merrill Lynch Experience October 2012 - Present
Job Resident Director, Rancho Bernardo Office at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Merrill Lynch August 2006 - Present
Skills
Series 7, Series 66, Series 9, Series 10, Series 3, Series 31, CRPS
Education
Syracuse University College of Law 2003 — 2006
Doctor of Law (J.D.), Business Law
State University of New York College at Geneseo 1999 — 2003
Bachelor's degree
Merrill Lynch October 2012 - Present
Merrill Lynch August 2006 - Present
Skills
Series 7, Series 66, Series 9, Series 10, Series 3, Series 31, CRPS
Education
Syracuse University College of Law 2003 — 2006
Doctor of Law (J.D.), Business Law
State University of New York College at Geneseo 1999 — 2003
Bachelor's degree
Jason Pearl Jason Pearl's Merrill Lynch Experience May 1998 - June 2001
Job Director of Sales and Marketing at Complete Payroll Processing, Inc.
Industry Financial Services
Experience
Complete Payroll Processing, Inc. February 2012 - Present
HSBC November 2010 - February 2012
Wells Fargo Financial April 2010 - December 2010
Wells Fargo Financial June 2001 - April 2010
Merrill Lynch May 1998 - June 2001
Skills
Leadership Development, Change Management, Strategic Planning, Revenue & Profit Growth, Sales Management, Recruiting, Marketing Strategy, Social Media Marketing, Social Networking, Operations Management, P&L Accountability, Payroll Services, HR Consulting, Motivation, Expense Management, Public Speaking, Mortgage Lending, Mortgage Underwriting, Retail Banking, Networking, Loans, Credit, Management, Entrepreneurship, Sales, Business Development, Leadership, Customer Service, Account Management, Banking, Relationship Management, Insurance, Team Building, Budgets, Employee Benefits, Executive Management, Strategy, Training, Loan Origination, New Business Development, Finance, Marketing, Income Statement, Customer Retention, Small Business, Human Resources, Analysis, Risk Management, Cold Calling, HRIS
Education
State University of New York College at Geneseo 1997 — 2001
Bachelor's degree, Business Administration and Management, General
St. Joseph's Collegiate Institute 1993 — 1997
Complete Payroll Processing, Inc. February 2012 - Present
HSBC November 2010 - February 2012
Wells Fargo Financial April 2010 - December 2010
Wells Fargo Financial June 2001 - April 2010
Merrill Lynch May 1998 - June 2001
Skills
Leadership Development, Change Management, Strategic Planning, Revenue & Profit Growth, Sales Management, Recruiting, Marketing Strategy, Social Media Marketing, Social Networking, Operations Management, P&L Accountability, Payroll Services, HR Consulting, Motivation, Expense Management, Public Speaking, Mortgage Lending, Mortgage Underwriting, Retail Banking, Networking, Loans, Credit, Management, Entrepreneurship, Sales, Business Development, Leadership, Customer Service, Account Management, Banking, Relationship Management, Insurance, Team Building, Budgets, Employee Benefits, Executive Management, Strategy, Training, Loan Origination, New Business Development, Finance, Marketing, Income Statement, Customer Retention, Small Business, Human Resources, Analysis, Risk Management, Cold Calling, HRIS
Education
State University of New York College at Geneseo 1997 — 2001
Bachelor's degree, Business Administration and Management, General
St. Joseph's Collegiate Institute 1993 — 1997
Dan Timoldi Dan Timoldi's Merrill Lynch Experience May 1991 - October 2004
Job Photography Archive Assistant/Exhibition Coordinator and business analyst with project management expereince.
Industry Financial Services
Experience
ManpowerGroup June 2015 - Present
Leonard Freed Foundation January 2013 - February 2015
Poughkeepsie Journal September 2011 - May 2014
Poughkeepsie Journal May 2011 - September 2011
Merrill Lynch May 1991 - October 2004
Skills
Digital Photography, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Photography, Adobe Creative Suite, InDesign, Mac, Adobe Acrobat, Dreamweaver, OS X, Lightroom, Image Editing, Image Manipulation, Portrait Photography, Event Photography, Commercial Photography, Portraits
Education
State University of New York at New Paltz
Bachelor of Fine Arts (B.F.A.), Photography, 3.9
SUNY Orange 2007 — 2008
Associates of Liberal Arts, Computer Science, 4.0
ManpowerGroup June 2015 - Present
Leonard Freed Foundation January 2013 - February 2015
Poughkeepsie Journal September 2011 - May 2014
Poughkeepsie Journal May 2011 - September 2011
Merrill Lynch May 1991 - October 2004
Skills
Digital Photography, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Photography, Adobe Creative Suite, InDesign, Mac, Adobe Acrobat, Dreamweaver, OS X, Lightroom, Image Editing, Image Manipulation, Portrait Photography, Event Photography, Commercial Photography, Portraits
Education
State University of New York at New Paltz
Bachelor of Fine Arts (B.F.A.), Photography, 3.9
SUNY Orange 2007 — 2008
Associates of Liberal Arts, Computer Science, 4.0
David Zacharczyk David Zacharczyk's Merrill Lynch Experience May 2012 - July 2012
Job Quality Assurance Analyst at Liazon
Industry Information Technology and Services
Experience
Liazon October 2014 - Present
Rockland BOCES January 2014 - June 2014
Traffic Audit Bureau for Media Measurement, Inc. June 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Starbucks May 2011 - June 2012
Wendy's October 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Python, Problem Solving, Analysis, VBA, Java, Quality Assurance, Programming, MicrosoftAccess, ArcMap, Microsoft CRM, Statistics, Powershell, Critical Thinking, Databases, Computer Hardware, WordPress, Team Leadership, Computer Hardware..., Calculus, Google Docs, Quantitative Analytics, Modeling, Applied Mathematics, Analytical Skills, Creative Problem Solving, Windows 7, Mathematica, Microsoft Office
Education
SUNY Cortland 2009 — 2013
Bachelor's Degree, Mathematics
Liazon October 2014 - Present
Rockland BOCES January 2014 - June 2014
Traffic Audit Bureau for Media Measurement, Inc. June 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Starbucks May 2011 - June 2012
Wendy's October 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Python, Problem Solving, Analysis, VBA, Java, Quality Assurance, Programming, MicrosoftAccess, ArcMap, Microsoft CRM, Statistics, Powershell, Critical Thinking, Databases, Computer Hardware, WordPress, Team Leadership, Computer Hardware..., Calculus, Google Docs, Quantitative Analytics, Modeling, Applied Mathematics, Analytical Skills, Creative Problem Solving, Windows 7, Mathematica, Microsoft Office
Education
SUNY Cortland 2009 — 2013
Bachelor's Degree, Mathematics
Jim Nevola, CFA, FRM, CAIA, CIPM Jim Nevola, CFA, FRM, CAIA, CIPM's Merrill Lynch Experience May 1999 - August 2000
Job Senior Risk Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
BNY Mellon January 2008 - January 2013
BNY Mellon February 2004 - December 2007
Citi June 2001 - February 2004
First Albany Capital September 2000 - June 2001
Merrill Lynch May 1999 - August 2000
Merrill Lynch July 1997 - September 1998
Skills
Relationship Management, Advising Clients, Public Speaking, Bloomberg Terminal, Risk Management, Enterprise Risk..., Performance Attribution, Market Risk, Performance Measurement, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Outlook, Analytics, English, Finance, Financial Risk, Financial Services, Investments, Microsoft Word, Portfolio Management, Securities, Trading, Fixed Income, Equities, Asset Management
Education
State University of New York College at Geneseo 1994 — 1997
Bachelor of Arts, Economics
BNY Mellon February 2013 - Present
BNY Mellon January 2008 - January 2013
BNY Mellon February 2004 - December 2007
Citi June 2001 - February 2004
First Albany Capital September 2000 - June 2001
Merrill Lynch May 1999 - August 2000
Merrill Lynch July 1997 - September 1998
Skills
Relationship Management, Advising Clients, Public Speaking, Bloomberg Terminal, Risk Management, Enterprise Risk..., Performance Attribution, Market Risk, Performance Measurement, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Outlook, Analytics, English, Finance, Financial Risk, Financial Services, Investments, Microsoft Word, Portfolio Management, Securities, Trading, Fixed Income, Equities, Asset Management
Education
State University of New York College at Geneseo 1994 — 1997
Bachelor of Arts, Economics
Nick Dratch Nick Dratch's Merrill Lynch Experience June 2001 - August 2001
Job Associate Director, Marketing at Columbia Business School
Industry Higher Education
Experience
Columbia Business School July 2012 - Present
Columbia Business School June 2011 - July 2012
Columbia Business School April 2008 - June 2011
ParadyszMatera October 2007 - February 2008
ParadyszMatera June 2006 - September 2007
ParadyszMatera January 2004 - February 2006
The Research Foundation of SUNY October 2002 - April 2003
Merrill Lynch June 2001 - August 2001
Skills
Digital Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Strategy, Direct Marketing, Social Media, Email Marketing, Digital Media, Competitive Analysis, Social Media Marketing, Analytics, Marketing Management, Multi-channel Marketing, Online Advertising, Brand Management, Strategy, Customer Acquisition, Marketing Research
Education
Columbia Business School Executive Education 2008 — 2012
Certificate in Business Excellence, Business Administration and Management, General
SUNY New Paltz 1998 — 2003
Bachelor's degree, Marketing, 3.33
Columbia Business School July 2012 - Present
Columbia Business School June 2011 - July 2012
Columbia Business School April 2008 - June 2011
ParadyszMatera October 2007 - February 2008
ParadyszMatera June 2006 - September 2007
ParadyszMatera January 2004 - February 2006
The Research Foundation of SUNY October 2002 - April 2003
Merrill Lynch June 2001 - August 2001
Skills
Digital Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Strategy, Direct Marketing, Social Media, Email Marketing, Digital Media, Competitive Analysis, Social Media Marketing, Analytics, Marketing Management, Multi-channel Marketing, Online Advertising, Brand Management, Strategy, Customer Acquisition, Marketing Research
Education
Columbia Business School Executive Education 2008 — 2012
Certificate in Business Excellence, Business Administration and Management, General
SUNY New Paltz 1998 — 2003
Bachelor's degree, Marketing, 3.33
Jeffrey Turley Jeffrey Turley's Merrill Lynch Experience July 1994 - June 2009
Job Managing Director, Senior Financial Advisor at Integrity Wealth Advisors, Ltd.
Industry Financial Services
Experience
Integrity Wealth Advisors, Ltd. 2009 - Present
Merrill Lynch July 1994 - June 2009
Skills
Financial Advisory, Insurance, Retirement Planning, Asset Allocation, Wealth Preservation..., Investments, 401K Rollovers, Mutual Funds, College Education..., Strategic Investment...
Education
State University of New York at New Paltz 1981 — 1985
Bachelor of Science, Finance
Integrity Wealth Advisors, Ltd. 2009 - Present
Merrill Lynch July 1994 - June 2009
Skills
Financial Advisory, Insurance, Retirement Planning, Asset Allocation, Wealth Preservation..., Investments, 401K Rollovers, Mutual Funds, College Education..., Strategic Investment...
Education
State University of New York at New Paltz 1981 — 1985
Bachelor of Science, Finance
Aman Kohli's Merrill Lynch Experience February 2006 - January 2011
Job Investment Strategist at U.S. Trust
Industry Financial Services
Experience
U.S. Trust March 2014 - Present
US Trust 2011 - March 2014
Merrill Lynch February 2006 - January 2011
Merrill Lynch February 2005 - February 2006
Arrow Employment Agency February 2004 - August 2004
Fabrics 4 Home June 2002 - December 2002
Skills
Microsoft Office, Bloomberg Terminal, Photoshop, Adobe Acrobat, Mutual Funds, Bonds, Equities, Investments, Trading, Research, Series 7, Morningstar, Asset Allocation, Excel, PowerPoint, Fixed Income, Word, Equity Research, Series 63, Bloomberg
Education
State University of New York College at Old Westbury 2006 — 2008
BS, Business Management
U.S. Trust March 2014 - Present
US Trust 2011 - March 2014
Merrill Lynch February 2006 - January 2011
Merrill Lynch February 2005 - February 2006
Arrow Employment Agency February 2004 - August 2004
Fabrics 4 Home June 2002 - December 2002
Skills
Microsoft Office, Bloomberg Terminal, Photoshop, Adobe Acrobat, Mutual Funds, Bonds, Equities, Investments, Trading, Research, Series 7, Morningstar, Asset Allocation, Excel, PowerPoint, Fixed Income, Word, Equity Research, Series 63, Bloomberg
Education
State University of New York College at Old Westbury 2006 — 2008
BS, Business Management
Bob Nappi Bob Nappi's Merrill Lynch Experience 1999 - 2003
Job Executive Director, Operations at Allegis Global Solutions
Industry Human Resources
Experience
Allegis Global Solutions August 2006 - Present
Citigroup July 2004 - August 2006
Lucent Technologies 2003 - 2004
Merrill Lynch 1999 - 2003
Merrill Lynch 1994 - 1999
Skills
Business Relationship..., Building Strong Teams, Developing Staff, Business Analysis, Budgeting, Workforce Planning, Vendor Management, Budgets, Leadership, Talent Acquisition, Talent Management, High Performance Teams, Project Management, Human Resources, Team Building, Strategic Planning, Strategy, Performance Management, Recruiting, Coaching, CRM, Executive Search, Temporary Placement, Change Management, Enterprise Software, Hiring, Employer Branding
Education
State University of New York College at Cortland 1972 — 1976
Bachelor of Arts (BA), History
Lawrence High School 1970 — 1972
Allegis Global Solutions August 2006 - Present
Citigroup July 2004 - August 2006
Lucent Technologies 2003 - 2004
Merrill Lynch 1999 - 2003
Merrill Lynch 1994 - 1999
Skills
Business Relationship..., Building Strong Teams, Developing Staff, Business Analysis, Budgeting, Workforce Planning, Vendor Management, Budgets, Leadership, Talent Acquisition, Talent Management, High Performance Teams, Project Management, Human Resources, Team Building, Strategic Planning, Strategy, Performance Management, Recruiting, Coaching, CRM, Executive Search, Temporary Placement, Change Management, Enterprise Software, Hiring, Employer Branding
Education
State University of New York College at Cortland 1972 — 1976
Bachelor of Arts (BA), History
Lawrence High School 1970 — 1972
Joseph Hatfield Joseph Hatfield's Merrill Lynch Experience August 2004 - May 2006
Job Vice President at Oneida Wealth Management, Inc.
Industry Financial Services
Experience
Oneida Wealth Management, Inc. May 2007 - Present
Smith Barney May 2006 - April 2007
Merrill Lynch August 2004 - May 2006
Skills
Qualified Retirement..., Securities, Wealth Management..., 401k, Series 7, Retirement Planning, Long-term Care, Mutual Funds, Asset Allocation, Fixed Annuities, Pensions, Alternative Investments, Life Insurance, IRAs, Portfolio Management, 401k Rollovers, Variable Annuities, Roth IRA, High Net Worth..., Profit Sharing
Education
SUNY Oneonta 2000 — 2002
MS, Counseling
SUNY Oneonta 1995 — 1999
BS, Education
VVS
Oneida Wealth Management, Inc. May 2007 - Present
Smith Barney May 2006 - April 2007
Merrill Lynch August 2004 - May 2006
Skills
Qualified Retirement..., Securities, Wealth Management..., 401k, Series 7, Retirement Planning, Long-term Care, Mutual Funds, Asset Allocation, Fixed Annuities, Pensions, Alternative Investments, Life Insurance, IRAs, Portfolio Management, 401k Rollovers, Variable Annuities, Roth IRA, High Net Worth..., Profit Sharing
Education
SUNY Oneonta 2000 — 2002
MS, Counseling
SUNY Oneonta 1995 — 1999
BS, Education
VVS
Benny Xia Benny Xia's Merrill Lynch Experience September 2000 - September 2005
Job VP Senior Developer at Bank of America
Industry Investment Banking
Experience
Bank of America August 2013 - Present
UBS Investment Bank September 2007 - July 2013
Lehman Brothers September 2005 - September 2007
Merrill Lynch September 2000 - September 2005
Skills
.NET, Fixed Income, Risk Management, Derivatives, Trading Systems, Sybase, Investment Banking, Credit Derivatives
Education
SUNY New Paltz 1996 — 2000
Bachelor's degree, Computer Science
Bank of America August 2013 - Present
UBS Investment Bank September 2007 - July 2013
Lehman Brothers September 2005 - September 2007
Merrill Lynch September 2000 - September 2005
Skills
.NET, Fixed Income, Risk Management, Derivatives, Trading Systems, Sybase, Investment Banking, Credit Derivatives
Education
SUNY New Paltz 1996 — 2000
Bachelor's degree, Computer Science
Heather Dennis's Merrill Lynch Experience July 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch February 2014 - Present
Salsarita's Fresh Cantina March 2011 - Present
CB Richard Ellis March 2013 - December 2013
Buffalo State College May 2013 - August 2013
Education
State University of New York College at Buffalo 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch July 2014 - Present
Merrill Lynch February 2014 - Present
Salsarita's Fresh Cantina March 2011 - Present
CB Richard Ellis March 2013 - December 2013
Buffalo State College May 2013 - August 2013
Education
State University of New York College at Buffalo 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ryan Clements Ryan Clements's Merrill Lynch Experience October 2011 - April 2013
Job Mortgage Professional at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2013 - Present
Merrill Lynch October 2011 - April 2013
JP Morgan Chase January 2010 - March 2011
Fidelity Mortgage December 2004 - October 2007
CA January 1992 - December 1995
Skills
Mortgage Lending, Credit, Banking, Sales, Finance, Investments, Strategy, Refinance, Sales Process, Trade Shows, Market Analysis, Research, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Portfolio Management, Corporate Events, Retirement, Loans
Education
State University of New York College at Brockport 1995 — 1998
BA Arts, Education
Wells Fargo Home Mortgage April 2013 - Present
Merrill Lynch October 2011 - April 2013
JP Morgan Chase January 2010 - March 2011
Fidelity Mortgage December 2004 - October 2007
CA January 1992 - December 1995
Skills
Mortgage Lending, Credit, Banking, Sales, Finance, Investments, Strategy, Refinance, Sales Process, Trade Shows, Market Analysis, Research, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Portfolio Management, Corporate Events, Retirement, Loans
Education
State University of New York College at Brockport 1995 — 1998
BA Arts, Education
Craig Korth Craig Korth's Merrill Lynch Experience September 2007 - December 2007
Job Senior Financial Reporting and Technical Analyst at Priceline.com
Industry Accounting
Experience
Priceline.com October 2013 - Present
KAYAK November 2010 - October 2013
PwC October 2008 - November 2010
Merrill Lynch September 2007 - December 2007
BDO USA, LLP June 2007 - August 2007
Skills
Financial Reporting, Quickbooks, Accounting, Auditing, Payments, Valuation, GAAP, Hedge Funds, Asset, Analysis, IPO, SEC reporting, Journal Entries, FASB, Fixed Assets, General Ledger, Excel, Annual Reports, Technical Accounting, Small Business, Revenue Recognition, Accruals, Account Reconciliation, SEC filings, Internal Controls, Financial Statements, US GAAP, Internal Audit, Financial Accounting, QuickBooks
Education
SUNY Geneseo 2004 — 2008
BS, Accounting
Priceline.com October 2013 - Present
KAYAK November 2010 - October 2013
PwC October 2008 - November 2010
Merrill Lynch September 2007 - December 2007
BDO USA, LLP June 2007 - August 2007
Skills
Financial Reporting, Quickbooks, Accounting, Auditing, Payments, Valuation, GAAP, Hedge Funds, Asset, Analysis, IPO, SEC reporting, Journal Entries, FASB, Fixed Assets, General Ledger, Excel, Annual Reports, Technical Accounting, Small Business, Revenue Recognition, Accruals, Account Reconciliation, SEC filings, Internal Controls, Financial Statements, US GAAP, Internal Audit, Financial Accounting, QuickBooks
Education
SUNY Geneseo 2004 — 2008
BS, Accounting
Betsy OShea Betsy OShea's Merrill Lynch Experience March 1982 - October 1984
Job owner/landscape designer at Soundview Garden Designs
Industry Financial Services
Experience
Soundview Garden Designs October 2010 - Present
Bloomberg LP March 1998 - November 2005
Kidder Peabody October 1984 - June 1991
Merrill Lynch March 1982 - October 1984
Education
Huntington High School
State University of New York College at Cortland
BA, Economics magna cum laude
Soundview Garden Designs October 2010 - Present
Bloomberg LP March 1998 - November 2005
Kidder Peabody October 1984 - June 1991
Merrill Lynch March 1982 - October 1984
Education
Huntington High School
State University of New York College at Cortland
BA, Economics magna cum laude
Michael Reich, CRPC Michael Reich, CRPC's Merrill Lynch Experience August 1980 - Present
Job First Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1980 - Present
Shearson-Smith Barney February 1989 - October 2008
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Wealth, Finance, Financial Advisory, Financial Planning, Strategic Planning, Leadership, Asset Allocation, Management, Strategy, Portfolio Management, Customer Service
Education
State University of New York College at Geneseo 1974 — 1976
speech communications, education
Merrill Lynch August 1980 - Present
Shearson-Smith Barney February 1989 - October 2008
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Wealth, Finance, Financial Advisory, Financial Planning, Strategic Planning, Leadership, Asset Allocation, Management, Strategy, Portfolio Management, Customer Service
Education
State University of New York College at Geneseo 1974 — 1976
speech communications, education
Joseph Vieira Joseph Vieira's Merrill Lynch Experience January 2010 - May 2010
Job Resource Development Manager at Genuent
Industry Higher Education
Experience
Genuent February 2015 - Present
Flash Entertainment June 2008 - Present
CORE Employment Store May 2014 - January 2015
M&T Bank January 2011 - November 2013
Merrill Lynch January 2010 - May 2010
Circuit City October 2007 - March 2009
Skills
Banking, Retirement Planning, Investments, Series 7, Mutual Funds, Customer Service, Recruiting, Resume Writing, Screening Resumes, Interview Preparation, Interview Skills, Conducting Interviews, Sales, Leadership, Interviews, Management, Microsoft Excel, Microsoft Office, Team Building, Temporary Placement, Time Management
Education
State University of New York College at Brockport 2009 — 2010
BS, Business Administration, Management
GC
Genuent February 2015 - Present
Flash Entertainment June 2008 - Present
CORE Employment Store May 2014 - January 2015
M&T Bank January 2011 - November 2013
Merrill Lynch January 2010 - May 2010
Circuit City October 2007 - March 2009
Skills
Banking, Retirement Planning, Investments, Series 7, Mutual Funds, Customer Service, Recruiting, Resume Writing, Screening Resumes, Interview Preparation, Interview Skills, Conducting Interviews, Sales, Leadership, Interviews, Management, Microsoft Excel, Microsoft Office, Team Building, Temporary Placement, Time Management
Education
State University of New York College at Brockport 2009 — 2010
BS, Business Administration, Management
GC
Kara (Burdick) Bierton Kara (Burdick) Bierton's Merrill Lynch Experience November 2004 - December 2007
Job Sales Manager at Digital Realty
Industry Information Technology and Services
Experience
Digital Realty September 2012 - Present
Digital Realty September 2012 - Present
VarData October 2008 - September 2012
Citi Group January 2008 - September 2008
Merrill Lynch November 2004 - December 2007
Skills
Telecommunications, Sales, Direct Sales, Enterprise Software, Solution Selling, Networking, New Business Development, IP, Business Development, Negotiation, Account Management, Team Leadership, Salesforce.com, Selling, Customer Service, Managed Services, Data Center, Sales Management, Contract Negotiation, Marketing, Strategic Partnerships, Sales Process, Management
Education
State University of New York College at Brockport 1997 — 2002
BS, Political Science/Int'l Relations/Pre-Law
Digital Realty September 2012 - Present
Digital Realty September 2012 - Present
VarData October 2008 - September 2012
Citi Group January 2008 - September 2008
Merrill Lynch November 2004 - December 2007
Skills
Telecommunications, Sales, Direct Sales, Enterprise Software, Solution Selling, Networking, New Business Development, IP, Business Development, Negotiation, Account Management, Team Leadership, Salesforce.com, Selling, Customer Service, Managed Services, Data Center, Sales Management, Contract Negotiation, Marketing, Strategic Partnerships, Sales Process, Management
Education
State University of New York College at Brockport 1997 — 2002
BS, Political Science/Int'l Relations/Pre-Law
Andrew Gorcica Andrew Gorcica's Merrill Lynch Experience January 2010 - May 2010
Job Senior Consultant at Dixon Hughes Goodman LLP
Industry Banking
Experience
Dixon Hughes Goodman LLP June 2014 - Present
Bank of America July 2013 - June 2014
Bank of America July 2011 - June 2013
Bank of America June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Skills
Financial Analysis, Financial Reporting, Basel III, Basel I, Financial Modeling, Corporate Finance
Education
State University of New York College at Geneseo 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Dixon Hughes Goodman LLP June 2014 - Present
Bank of America July 2013 - June 2014
Bank of America July 2011 - June 2013
Bank of America June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Skills
Financial Analysis, Financial Reporting, Basel III, Basel I, Financial Modeling, Corporate Finance
Education
State University of New York College at Geneseo 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Rob Smith, CPA Rob Smith, CPA's Merrill Lynch Experience 2008 - 2008
Job Senior Accountant at Constellation Brands
Industry Accounting
Experience
Constellation Brands 2014 - Present
DeJoy, Knauf & Blood, LLP 2009 - 2013
Merrill Lynch 2008 - 2008
Skills
Accounting, Financial Reporting, US GAAP, Financial Statements, CPA, Tax Preparation, Assurance, Financial Analysis, Financial Assurance, Financial Accounting, Analytics, Account Reconciliation, Consolidated Financial..., Technical Accounting..., Process Improvement, Forecasting, Cash Flow, Budgets, Training, Recruiting, Coaching, Mentoring, Financial Variance..., Variance Analysis, Variance Explanations, Intangible Assets, Fixed Assets, Acquisitions, Business Combinations, Financial Ratios, Ratios
Education
State University of New York College at Geneseo 2005 — 2009
Bachelor of Science, Accounting
Irondequoit High School
Constellation Brands 2014 - Present
DeJoy, Knauf & Blood, LLP 2009 - 2013
Merrill Lynch 2008 - 2008
Skills
Accounting, Financial Reporting, US GAAP, Financial Statements, CPA, Tax Preparation, Assurance, Financial Analysis, Financial Assurance, Financial Accounting, Analytics, Account Reconciliation, Consolidated Financial..., Technical Accounting..., Process Improvement, Forecasting, Cash Flow, Budgets, Training, Recruiting, Coaching, Mentoring, Financial Variance..., Variance Analysis, Variance Explanations, Intangible Assets, Fixed Assets, Acquisitions, Business Combinations, Financial Ratios, Ratios
Education
State University of New York College at Geneseo 2005 — 2009
Bachelor of Science, Accounting
Irondequoit High School
Rebecca Zalkin Rebecca Zalkin's Merrill Lynch Experience July 2008 - Present
Job Relationship Management Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Merrill Lynch July 2007 - July 2008
Freelance Editor and Writer 2004 - 2007
Staten Island Advance 2002 - 2004
Education
State University of New York at New Paltz 1999 — 2003
B.A, journalism and organizational communication
Merrill Lynch July 2008 - Present
Merrill Lynch July 2007 - July 2008
Freelance Editor and Writer 2004 - 2007
Staten Island Advance 2002 - 2004
Education
State University of New York at New Paltz 1999 — 2003
B.A, journalism and organizational communication
Jeremy Sorenson Jeremy Sorenson's Merrill Lynch Experience October 2006 - August 2010
Job Senior Vice President at Bank of America / Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2014 - June 2015
Bank of America Merrill Lynch May 2011 - March 2014
Bank of America / Merrill Lynch August 2010 - May 2011
Merrill Lynch October 2006 - August 2010
Banc of America Investments 2005 - 2006
Bank of America 2004 - 2006
Skills
Relationship Management, Banking, Project Management, Operations Management, Risk Management, Supply Chain, Leadership, Governance, Program Management, Wealth Management, Management, Project Portfolio..., Business Process..., Process Improvement, Financial Services, Investments, Financial Analysis, Finance, Credit, Strategic Planning, Fixed Income, Cross-functional Team..., Back Office, Sales, Change Management, Vendor Management, Outsourcing, Business Analysis, Mutual Funds, Financial Risk, Securities, Six Sigma, Sales Operations, Portfolio Management, Call Centers
Education
State University of New York College at Fredonia 1994 — 1998
BS, Business Administration
Bank of America Merrill Lynch March 2014 - June 2015
Bank of America Merrill Lynch May 2011 - March 2014
Bank of America / Merrill Lynch August 2010 - May 2011
Merrill Lynch October 2006 - August 2010
Banc of America Investments 2005 - 2006
Bank of America 2004 - 2006
Skills
Relationship Management, Banking, Project Management, Operations Management, Risk Management, Supply Chain, Leadership, Governance, Program Management, Wealth Management, Management, Project Portfolio..., Business Process..., Process Improvement, Financial Services, Investments, Financial Analysis, Finance, Credit, Strategic Planning, Fixed Income, Cross-functional Team..., Back Office, Sales, Change Management, Vendor Management, Outsourcing, Business Analysis, Mutual Funds, Financial Risk, Securities, Six Sigma, Sales Operations, Portfolio Management, Call Centers
Education
State University of New York College at Fredonia 1994 — 1998
BS, Business Administration
Patrick Conlan Patrick Conlan's Merrill Lynch Experience March 1998 - July 2011
Job Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors August 2011 - April 2014
Merrill Lynch March 1998 - July 2011
Paine Webber April 1994 - March 1998
Skills
Retirement Planning, Investment Advisory, 401k Rollovers, Wealth Preservation..., College Funding..., Team Building, Building Relationships, Business Planning, Relationship Management
Education
State University of New York at New Paltz 1991 — 1993
BA, Sociology
Beach Channel HS
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors August 2011 - April 2014
Merrill Lynch March 1998 - July 2011
Paine Webber April 1994 - March 1998
Skills
Retirement Planning, Investment Advisory, 401k Rollovers, Wealth Preservation..., College Funding..., Team Building, Building Relationships, Business Planning, Relationship Management
Education
State University of New York at New Paltz 1991 — 1993
BA, Sociology
Beach Channel HS
Fuat B. Kapucu Fuat B. Kapucu's Merrill Lynch Experience June 2012 - August 2012
Job Business Development Lead at Linum Home
Industry International Trade and Development
Experience
Linum Home February 2013 - Present
Merrill Lynch June 2012 - August 2012
SUNY New Paltz May 2010 - May 2012
New York Life Insurance Company May 2011 - September 2011
Borsa İstanbul AŞ January 2011 - February 2011
Hugo Boss June 2010 - August 2010
Skills
Equity Derivatives, PowerPoint, Project Management, Emerging Markets, Market Research, Microsoft Excel, Business Strategy, Data Analysis, New Business Development, Business Development, Financial Analysis, Financial Services, Investment Management, Microsoft Office, Business Planning, Logistics Management
Education
State University of New York at New Paltz 2011 — 2012
MBA Candidate, Finance
State University of New York at New Paltz 2007 — 2010
B.S. Degree - Cum Laude, Business Administration
Linum Home February 2013 - Present
Merrill Lynch June 2012 - August 2012
SUNY New Paltz May 2010 - May 2012
New York Life Insurance Company May 2011 - September 2011
Borsa İstanbul AŞ January 2011 - February 2011
Hugo Boss June 2010 - August 2010
Skills
Equity Derivatives, PowerPoint, Project Management, Emerging Markets, Market Research, Microsoft Excel, Business Strategy, Data Analysis, New Business Development, Business Development, Financial Analysis, Financial Services, Investment Management, Microsoft Office, Business Planning, Logistics Management
Education
State University of New York at New Paltz 2011 — 2012
MBA Candidate, Finance
State University of New York at New Paltz 2007 — 2010
B.S. Degree - Cum Laude, Business Administration
Corbin Rosmarin Corbin Rosmarin's Merrill Lynch Experience June 2011 - September 2011
Job Client Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company December 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - December 2014
NYS Teachers' Retirement System June 2012 - September 2012
Cengage Learning June 2011 - September 2011
Merrill Lynch June 2011 - September 2011
Education
State University of New York College at Geneseo 2009 — 2013
B.S., Business Administration, 3.74
Northwood School 2006 — 2007
Shenendehowa High School 2002 — 2006
The Ayco Company, L.P., a Goldman Sachs Company December 2014 - Present
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - December 2014
NYS Teachers' Retirement System June 2012 - September 2012
Cengage Learning June 2011 - September 2011
Merrill Lynch June 2011 - September 2011
Education
State University of New York College at Geneseo 2009 — 2013
B.S., Business Administration, 3.74
Northwood School 2006 — 2007
Shenendehowa High School 2002 — 2006
Charles Berry Charles Berry's Merrill Lynch Experience May 2006 - December 2009
Job IT Controller / Data Center Finance
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2009 - Present
Geller & Company April 2009 - December 2009
Merrill Lynch May 2006 - December 2009
AT&T 1999 - January 2005
Skills
Financial Analysis, Forecasting, Variance Analysis, Managerial Finance, Finance, Financial Reporting, Budgets, Management, Accounting, Vendor Management, Data Center, Account Reconciliation, Project Management, Portfolio Management, CRM, PMO, Financial Forecasting, Analysis, Business Analysis, Risk Management, Strategic Financial...
Education
State University of New York College at Fredonia 1997 — 1999
BS, Accounting
Bank of America Merrill Lynch December 2009 - Present
Geller & Company April 2009 - December 2009
Merrill Lynch May 2006 - December 2009
AT&T 1999 - January 2005
Skills
Financial Analysis, Forecasting, Variance Analysis, Managerial Finance, Finance, Financial Reporting, Budgets, Management, Accounting, Vendor Management, Data Center, Account Reconciliation, Project Management, Portfolio Management, CRM, PMO, Financial Forecasting, Analysis, Business Analysis, Risk Management, Strategic Financial...
Education
State University of New York College at Fredonia 1997 — 1999
BS, Accounting
Chris Black's Merrill Lynch Experience 2003 - 2004
Job Recruiter at LendingTree
Industry Staffing and Recruiting
Experience
LendingTree September 2011 - Present
Schaffer Associates April 2011 - September 2011
SP Associates July 2010 - April 2011
Sanford Rose Associates - Healthcare IT and Services Practice May 2009 - June 2010
Charles Foster Staffing and Professional Search November 2006 - May 2009
Merrill Lynch 2003 - 2004
Retirement Advisors of America 1997 - 2003
Merrill Lynch 1995 - 1997
Skills
Technical Recruiting, Executive Search, Full-cycle Recruiting, Talent Acquisition, Consultative Selling, New Business Development, Certified Personnel..., Employment-based..., Managing Agency..., Recruiting, Contract Recruitment, Job Search Strategies, Public Speaking, Internet Recruiting
Education
State University of New York College at Oneonta
B.S., Business Economics
The Citadel
MBA - 50% complete before relocating
LendingTree September 2011 - Present
Schaffer Associates April 2011 - September 2011
SP Associates July 2010 - April 2011
Sanford Rose Associates - Healthcare IT and Services Practice May 2009 - June 2010
Charles Foster Staffing and Professional Search November 2006 - May 2009
Merrill Lynch 2003 - 2004
Retirement Advisors of America 1997 - 2003
Merrill Lynch 1995 - 1997
Skills
Technical Recruiting, Executive Search, Full-cycle Recruiting, Talent Acquisition, Consultative Selling, New Business Development, Certified Personnel..., Employment-based..., Managing Agency..., Recruiting, Contract Recruitment, Job Search Strategies, Public Speaking, Internet Recruiting
Education
State University of New York College at Oneonta
B.S., Business Economics
The Citadel
MBA - 50% complete before relocating
Laurie Nash Laurie Nash's Merrill Lynch Experience 2004 - 2006
Job Executive Assistant
Industry Financial Services
Experience
Bank of America January 2011 - August 2011
Wells Fargo Advisors October 2008 - January 2011
Weintraub Financial Services, Inc. January 2006 - October 2008
Merrill Lynch 2004 - 2006
Education
State University of New York College at Oneonta
B.S., Communications
Bank of America January 2011 - August 2011
Wells Fargo Advisors October 2008 - January 2011
Weintraub Financial Services, Inc. January 2006 - October 2008
Merrill Lynch 2004 - 2006
Education
State University of New York College at Oneonta
B.S., Communications
Jack Sutton Jack Sutton's Merrill Lynch Experience January 1999 - January 2001
Job Global Manager of High Definition Video Conferencing Services
Industry Management Consulting
Experience
ACUMEN SOLUTIONS, Inc. June 2008 - Present
Management Consulting June 2008 - Present
Leading Global Management Consulting Firm June 2008 - Present
Leading Global Management Consulting Firm June 2008 - December 2009
A+ Technology Solutions January 2005 - September 2007
ACS January 2001 - January 2004
Merrill Lynch January 1999 - January 2001
Merrill Lynch 1999 - 2001
Skills
IT Strategy, Video Conferencing, Integration, Unified Communications, Program Management, IP, Security, Managed Services, Outsourcing, Networking, AV, Cloud Computing, System Deployment, Management, WAN, Project Planning, Infrastructure, Vendor Management, Business Process, Telecommunications, Data Center, VoIP, IT Management, IT Service Management, Professional Services, SaaS, PMP, ITIL, Solution Selling, Strategy, CRM, Disaster Recovery, Pre-sales, Enterprise Software, Strategic Partnerships, Service Delivery, Management Consulting, Project Portfolio..., Enterprise Architecture, Business Process..., Change Management, Business Analysis, Product Management, Project Management, Business Development, Cross-functional Team..., Business Intelligence, Business Transformation, Salesforce.com, Start-ups
Education
State University of New York at New Paltz 1974 — 1978
Bachelor of Science (BS)
ACUMEN SOLUTIONS, Inc. June 2008 - Present
Management Consulting June 2008 - Present
Leading Global Management Consulting Firm June 2008 - Present
Leading Global Management Consulting Firm June 2008 - December 2009
A+ Technology Solutions January 2005 - September 2007
ACS January 2001 - January 2004
Merrill Lynch January 1999 - January 2001
Merrill Lynch 1999 - 2001
Skills
IT Strategy, Video Conferencing, Integration, Unified Communications, Program Management, IP, Security, Managed Services, Outsourcing, Networking, AV, Cloud Computing, System Deployment, Management, WAN, Project Planning, Infrastructure, Vendor Management, Business Process, Telecommunications, Data Center, VoIP, IT Management, IT Service Management, Professional Services, SaaS, PMP, ITIL, Solution Selling, Strategy, CRM, Disaster Recovery, Pre-sales, Enterprise Software, Strategic Partnerships, Service Delivery, Management Consulting, Project Portfolio..., Enterprise Architecture, Business Process..., Change Management, Business Analysis, Product Management, Project Management, Business Development, Cross-functional Team..., Business Intelligence, Business Transformation, Salesforce.com, Start-ups
Education
State University of New York at New Paltz 1974 — 1978
Bachelor of Science (BS)
Geri Bongo Geri Bongo's Merrill Lynch Experience February 1990 - October 1999
Job Compliance Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company Executive AssistantPrudential Securities1999 - 2004
Merrill Lynch February 1990 - October 1999
Skills
FINRA, Securities, Series 7, Series 24, Financial Analysis, Equities, Investment Banking, Fixed Income, Bloomberg, Capital Markets
Education
State University of New York College at Geneseo 1984 — 1987
Jefferies & Company Executive AssistantPrudential Securities1999 - 2004
Merrill Lynch February 1990 - October 1999
Skills
FINRA, Securities, Series 7, Series 24, Financial Analysis, Equities, Investment Banking, Fixed Income, Bloomberg, Capital Markets
Education
State University of New York College at Geneseo 1984 — 1987
Gregory Hoffman Gregory Hoffman's Merrill Lynch Experience 1998 - 2002
Job Vice President, Business Banking at TD Bank
Industry Financial Services
Experience
TD Bank September 2010 - Present
GA Hoffman Capital Advisors March 2010 - September 2010
Flushing Savings Bank March 2008 - March 2010
Forest Hills Football League Inc. 2002 - 2010
Bartech Title Agency - Assign NY NYS Mortgage Assignment Corp. 2002 - 2008
Bank of America 2002 - 2004
Merrill Lynch 1998 - 2002
Adolph Komorsky Hoffman Investments 1996 - 1998
Chase Manhattan Corporation 1989 - 1996
Citi 1986 - 1989
Skills
Loans, Credit, Banking, Portfolio Management, Finance, Credit Analysis, Commercial Banking, Mergers & Acquisitions, Mortgage Lending, Underwriting, Management, Leadership, Sales, New Business Development, Negotiation, Financial Structuring, Cross Selling
Education
Chase Bank 1994 — 1995
Professional, Advanced & Peer Review Credit Training Program
Citbank, NA 1988 — 1989
Professional, Formal Credit Training Program
State University of New York College at Buffalo 1982 — 1986
BA, Economics / Management Concentration
TD Bank September 2010 - Present
GA Hoffman Capital Advisors March 2010 - September 2010
Flushing Savings Bank March 2008 - March 2010
Forest Hills Football League Inc. 2002 - 2010
Bartech Title Agency - Assign NY NYS Mortgage Assignment Corp. 2002 - 2008
Bank of America 2002 - 2004
Merrill Lynch 1998 - 2002
Adolph Komorsky Hoffman Investments 1996 - 1998
Chase Manhattan Corporation 1989 - 1996
Citi 1986 - 1989
Skills
Loans, Credit, Banking, Portfolio Management, Finance, Credit Analysis, Commercial Banking, Mergers & Acquisitions, Mortgage Lending, Underwriting, Management, Leadership, Sales, New Business Development, Negotiation, Financial Structuring, Cross Selling
Education
Chase Bank 1994 — 1995
Professional, Advanced & Peer Review Credit Training Program
Citbank, NA 1988 — 1989
Professional, Formal Credit Training Program
State University of New York College at Buffalo 1982 — 1986
BA, Economics / Management Concentration
Andy Bullock, CFP Andy Bullock, CFP's Merrill Lynch Experience January 1998 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1998 - Present
Skills
Retirement, 401k, Financial Advisory, Investments, Series 7, Finance, Employee Benefits, Retirement Planning, Series 63, Wealth Management, Securities, Mutual Funds, Asset Allocation, Financial Services, Investment Advisory
Education
State University of New York College at Geneseo 1992 — 1996
Merrill Lynch January 1998 - Present
Skills
Retirement, 401k, Financial Advisory, Investments, Series 7, Finance, Employee Benefits, Retirement Planning, Series 63, Wealth Management, Securities, Mutual Funds, Asset Allocation, Financial Services, Investment Advisory
Education
State University of New York College at Geneseo 1992 — 1996
Darrin Montague Darrin Montague's Merrill Lynch Experience August 1987 - May 1993
Job Director, MidAtlantic Sales at Oblong Industries Inc
Industry Computer Software
Experience
Oblong Industries Inc June 2012 - Present
Datameer June 2011 - June 2012
Aster Data Systems September 2009 - June 2011
Endeca July 2007 - September 2009
Zilliant February 2005 - July 2007
Business Objects 1999 - 2005
SAP 1998 - 1999
Ceridian 1992 - 1998
Citigroup May 1993 - October 1994
Merrill Lynch August 1987 - May 1993
Skills
Analytics, Business Intelligence, Big Data, Data Integration, Hadoop, Business Objects, Sales, Teradata, Enterprise Software, Predictive Analytics, Business Analytics, Solution Selling, Data Warehousing, Enterprise Search, Web Commerce, Online Retail, Web Analytics, Text Analytics, Banking, Financial Services, Collaboration, Collaborative Problem..., Collaboration Solutions, Collaborative..., Collaborative Law, Collaboration Tools, Collaborative Learning, Collaborative Practice, Collaborative Work, Collaborative Innovation, Collaborative Leadership, Collaborative Style, Persuasive Presentations, Presentation Development, Client Presentation, Spatial Data, Spatial Analysis, Spatial Data Management, Spatial Planning, Spatial Design, Spatial Modeling, Gesture Recognition, Presentations, Presentation Coaching, Technical Presentations, Presentation Design, Workplace Solutions, Workplace Design, Cloud Computing, Professional Services
Education
State University of New York College at Oneonta 1983 — 1987
BS, Accounting/Business Economics
Oblong Industries Inc June 2012 - Present
Datameer June 2011 - June 2012
Aster Data Systems September 2009 - June 2011
Endeca July 2007 - September 2009
Zilliant February 2005 - July 2007
Business Objects 1999 - 2005
SAP 1998 - 1999
Ceridian 1992 - 1998
Citigroup May 1993 - October 1994
Merrill Lynch August 1987 - May 1993
Skills
Analytics, Business Intelligence, Big Data, Data Integration, Hadoop, Business Objects, Sales, Teradata, Enterprise Software, Predictive Analytics, Business Analytics, Solution Selling, Data Warehousing, Enterprise Search, Web Commerce, Online Retail, Web Analytics, Text Analytics, Banking, Financial Services, Collaboration, Collaborative Problem..., Collaboration Solutions, Collaborative..., Collaborative Law, Collaboration Tools, Collaborative Learning, Collaborative Practice, Collaborative Work, Collaborative Innovation, Collaborative Leadership, Collaborative Style, Persuasive Presentations, Presentation Development, Client Presentation, Spatial Data, Spatial Analysis, Spatial Data Management, Spatial Planning, Spatial Design, Spatial Modeling, Gesture Recognition, Presentations, Presentation Coaching, Technical Presentations, Presentation Design, Workplace Solutions, Workplace Design, Cloud Computing, Professional Services
Education
State University of New York College at Oneonta 1983 — 1987
BS, Accounting/Business Economics
Michael Bruni, CFA®, CFP® Michael Bruni, CFA®, CFP®'s Merrill Lynch Experience June 2000 - April 2005
Job VP, Medical Revenue Solutions
Industry Financial Services
Experience
Franklin Templeton Investments April 2012 - June 2015
Franklin Templeton Investments July 2005 - April 2012
Merrill Lynch June 2000 - April 2005
Skills
Analytics, Series 7, Mutual Funds, Business Analysis, Portfolio Management, Financial Services, Investments, Series 63, Equities, Asset Allocation, Strategic Financial..., Retirement Planning, Wealth Management, Relationship Management, Financial Modeling, Alternative Investments, Securities, Investment Strategies, Retirement
Education
State University of New York College at Buffalo 1995 — 1996
Master of Science (M.S.), Adult Education with concentration in business and finance, 3.96 out of 4.0
State University of New York at Buffalo 1988 — 1992
BA in Psychology, Psychology
Franklin Templeton Investments April 2012 - June 2015
Franklin Templeton Investments July 2005 - April 2012
Merrill Lynch June 2000 - April 2005
Skills
Analytics, Series 7, Mutual Funds, Business Analysis, Portfolio Management, Financial Services, Investments, Series 63, Equities, Asset Allocation, Strategic Financial..., Retirement Planning, Wealth Management, Relationship Management, Financial Modeling, Alternative Investments, Securities, Investment Strategies, Retirement
Education
State University of New York College at Buffalo 1995 — 1996
Master of Science (M.S.), Adult Education with concentration in business and finance, 3.96 out of 4.0
State University of New York at Buffalo 1988 — 1992
BA in Psychology, Psychology
Gregory Perelman, CIMA®, CRPC Gregory Perelman, CIMA®, CRPC's Merrill Lynch Experience March 2005 - May 2006
Job Executive Director Client Advisor, JPMorgan Asset Management
Industry Financial Services
Experience
J.P. Morgan October 2007 - Present
J.P. Morgan May 2006 - October 2007
Merrill Lynch March 2005 - May 2006
Deutsche Bank January 2003 - March 2005
Education
University of Pennsylvania - The Wharton School 2012 — 2012
CIMA Designation
SUNY Oneonta 1998 — 2001
Bachelor of Science (BS), Political Science and Government
J.P. Morgan October 2007 - Present
J.P. Morgan May 2006 - October 2007
Merrill Lynch March 2005 - May 2006
Deutsche Bank January 2003 - March 2005
Education
University of Pennsylvania - The Wharton School 2012 — 2012
CIMA Designation
SUNY Oneonta 1998 — 2001
Bachelor of Science (BS), Political Science and Government
David Marsh David Marsh's Merrill Lynch Experience June 1999 - June 2000
Job Manager Technical Services at Sublime Wireless
Industry Wireless
Experience
Sublime Wireless October 2014 - Present
Contractor - Independent July 2014 - September 2014
Barnhart Crane & Rigging February 2014 - June 2014
CTI Towers, Inc., a Comcast Ventures Company April 2012 - February 2014
Independent Contractor / Telecom June 2010 - April 2012
Black & Veatch December 2008 - June 2010
Independent Contractor/ Consultant July 2008 - December 2008
Quanta Services 2000 - 2008
Army National Guard September 1995 - February 2002
Merrill Lynch June 1999 - June 2000
Skills
Wireless, Project Management, 4G, Cellular Communications, Telecommunications, Contract Negotiation, Construction, Optical Fiber, WiMAX, CDMA, LTE, UMTS, Project Planning, Program Management, Vendor Management, Operations Research, Fiber Optics, Corporate Finance, Strategic Planning, GSM, Wireless Networking, 3G, RF, Integration, Zoning, Mobile Devices, Network Design, Microwave, Site Development, Troubleshooting, MS Project, WiFi, Ethernet, Mobile Communications, IP, Broadband, Nuclear, Heavy Industry, Contract Management, Wind Turbines, Wind, Heavy Lifting, Site Acquisition, Utility Construction
Education
State University of New York College at Cortland 1995 — 1999
BA, Political Science
Greene Central School 1992 — 1995
High School, ALL
Oxford Academy 1992 — 1995
High School, ALL
Sublime Wireless October 2014 - Present
Contractor - Independent July 2014 - September 2014
Barnhart Crane & Rigging February 2014 - June 2014
CTI Towers, Inc., a Comcast Ventures Company April 2012 - February 2014
Independent Contractor / Telecom June 2010 - April 2012
Black & Veatch December 2008 - June 2010
Independent Contractor/ Consultant July 2008 - December 2008
Quanta Services 2000 - 2008
Army National Guard September 1995 - February 2002
Merrill Lynch June 1999 - June 2000
Skills
Wireless, Project Management, 4G, Cellular Communications, Telecommunications, Contract Negotiation, Construction, Optical Fiber, WiMAX, CDMA, LTE, UMTS, Project Planning, Program Management, Vendor Management, Operations Research, Fiber Optics, Corporate Finance, Strategic Planning, GSM, Wireless Networking, 3G, RF, Integration, Zoning, Mobile Devices, Network Design, Microwave, Site Development, Troubleshooting, MS Project, WiFi, Ethernet, Mobile Communications, IP, Broadband, Nuclear, Heavy Industry, Contract Management, Wind Turbines, Wind, Heavy Lifting, Site Acquisition, Utility Construction
Education
State University of New York College at Cortland 1995 — 1999
BA, Political Science
Greene Central School 1992 — 1995
High School, ALL
Oxford Academy 1992 — 1995
High School, ALL
Caroline Yackery Caroline Yackery's Merrill Lynch Experience September 1981 - June 1983
Job Owner, CJ GOLD Computer Services
Industry Computer & Network Security
Experience
CJ Gold Computer Services October 2002 - Present
Darien Public Schools 1998 - 2000
YWCA Darien/Norwalk October 1994 - May 1999
Mayer & Schweitzer June 1983 - June 1986
Merrill Lynch September 1981 - June 1983
Skills
Security, Customer Service, Computer Software..., Training, Strategic Planning, New Business Development, Advertising, Budgets, Sales, Selling, Sales Management, Leadership, Inventory Management, Project Management, Account Management, Business Strategy
Education
SUNY Oneonta 1977 — 1981
Bachelor of Science (B.S.), Economics
CJ Gold Computer Services October 2002 - Present
Darien Public Schools 1998 - 2000
YWCA Darien/Norwalk October 1994 - May 1999
Mayer & Schweitzer June 1983 - June 1986
Merrill Lynch September 1981 - June 1983
Skills
Security, Customer Service, Computer Software..., Training, Strategic Planning, New Business Development, Advertising, Budgets, Sales, Selling, Sales Management, Leadership, Inventory Management, Project Management, Account Management, Business Strategy
Education
SUNY Oneonta 1977 — 1981
Bachelor of Science (B.S.), Economics
Ed Curtis Ed Curtis's Merrill Lynch Experience 2000 - 2004
Job
Industry Information Services
Experience
YTexas January 2013 - Present
Linking the World September 2013 - Present
The F&M Bank & Trust Company April 2010 - January 2012
Sterling Bank April 2007 - April 2010
Bank of Texas 2004 - 2007
Merrill Lynch 2000 - 2004
Comerica Bank 1995 - 2000
Skills
Credit Analysis, Loans, Banking, Financial Analysis, Corporate Finance, Strategic Planning, Real Estate, Sales, Real Estate Development, Commercial Lending, Credit, Relationship Management, Finance, Strategy, Commercial Banking, Financial Modeling, Investments, Risk Management, Entrepreneurship, Structured Finance, Capital Markets, Investment Banking, Private Equity, Valuation, Venture Capital, Strategic Partnerships, Executive Management, Start-ups, Due Diligence, Financial Services, Corporate Development, Financial Structuring, Business Development, Marketing, Treasury Management, Cash Management
Education
The University of Dallas 1993 — 1995
MBA
Ealing College - London, UK 1990 — 1991
State University of New York at New Paltz 1986 — 1990
BA
YTexas January 2013 - Present
Linking the World September 2013 - Present
The F&M Bank & Trust Company April 2010 - January 2012
Sterling Bank April 2007 - April 2010
Bank of Texas 2004 - 2007
Merrill Lynch 2000 - 2004
Comerica Bank 1995 - 2000
Skills
Credit Analysis, Loans, Banking, Financial Analysis, Corporate Finance, Strategic Planning, Real Estate, Sales, Real Estate Development, Commercial Lending, Credit, Relationship Management, Finance, Strategy, Commercial Banking, Financial Modeling, Investments, Risk Management, Entrepreneurship, Structured Finance, Capital Markets, Investment Banking, Private Equity, Valuation, Venture Capital, Strategic Partnerships, Executive Management, Start-ups, Due Diligence, Financial Services, Corporate Development, Financial Structuring, Business Development, Marketing, Treasury Management, Cash Management
Education
The University of Dallas 1993 — 1995
MBA
Ealing College - London, UK 1990 — 1991
State University of New York at New Paltz 1986 — 1990
BA
Bianca Shaw (Acevedo)'s Merrill Lynch Experience August 2008 - December 2008
Job Regulatory Compliance Officer
Industry Banking
Experience
HSBC Bank July 2013 - Present
HSBC Bank, N.A. June 2008 - July 2013
City of Buffalo Office of Strategic Planning September 2012 - June 2013
UBMD Internal Medicine August 2012 - September 2012
University at Buffalo Regional Institute June 2012 - September 2012
University at Buffalo August 2011 - May 2012
Merrill Lynch August 2008 - December 2008
Skills
Community Development, GIS, Economic Development, SPSS, Research, Microsoft Office, Data Analysis, Community Outreach, Qualitative Research, Analysis, Statistics, Sustainability, PowerPoint, Microsoft Excel, Quantitative Analytics, Proposal Writing, Management, Project Planning, Strategy, Urban Planning
Education
State University of New York at Buffalo 2010 — 2012
Masters, Urban and Regional Planning
State University of New York College at Buffalo 2005 — 2009
Bachelor of Science, Business Administration - International Business
HSBC Bank July 2013 - Present
HSBC Bank, N.A. June 2008 - July 2013
City of Buffalo Office of Strategic Planning September 2012 - June 2013
UBMD Internal Medicine August 2012 - September 2012
University at Buffalo Regional Institute June 2012 - September 2012
University at Buffalo August 2011 - May 2012
Merrill Lynch August 2008 - December 2008
Skills
Community Development, GIS, Economic Development, SPSS, Research, Microsoft Office, Data Analysis, Community Outreach, Qualitative Research, Analysis, Statistics, Sustainability, PowerPoint, Microsoft Excel, Quantitative Analytics, Proposal Writing, Management, Project Planning, Strategy, Urban Planning
Education
State University of New York at Buffalo 2010 — 2012
Masters, Urban and Regional Planning
State University of New York College at Buffalo 2005 — 2009
Bachelor of Science, Business Administration - International Business
Alicia Grant Alicia Grant's Merrill Lynch Experience June 2005 - August 2006
Job Youth Program Coordinator, Entrepreneur, Spoken Word Artist
Industry Civic & Social Organization
Experience
NYS Office of Children and Family Services October 2010 - Present
Rainy Days Film Works LLC April 2010 - Present
Passion's Mosaic October 2008 - Present
Compass Group SA February 2008 - August 2010
Merrill Lynch June 2005 - August 2006
Education
State University of New York College at Old Westbury 2006 — 2010
B.A., DUAL MAJOR- Psychology & English
NYS Office of Children and Family Services October 2010 - Present
Rainy Days Film Works LLC April 2010 - Present
Passion's Mosaic October 2008 - Present
Compass Group SA February 2008 - August 2010
Merrill Lynch June 2005 - August 2006
Education
State University of New York College at Old Westbury 2006 — 2010
B.A., DUAL MAJOR- Psychology & English
Dave Seibert's Merrill Lynch Experience February 2006 - February 2009
Job First VP | Public Speaker | Investment Solutions | Key Account Management at Advisors Asset Management, Inc.
Industry Investment Management
Experience
Advisors Asset Management, Inc. February 2009 - Present
Merrill Lynch February 2006 - February 2009
LaSalle Bank November 2002 - February 2006
LaSalle Bank August 2000 - November 2002
J.C. Bradford & Company July 1997 - July 2000
Seligman Data Corp July 1995 - July 1997
Skills
Structured Products, Public Speaking, Investments, Fixed Income, Equities, Asset Management, Series 7, Mutual Funds, Series 63, Bonds, Financial Services, Financial Advisory, Risk Management, Asset Allocation, Finance, Securities, Unit Investment Trusts
Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.), Business Management
Advisors Asset Management, Inc. February 2009 - Present
Merrill Lynch February 2006 - February 2009
LaSalle Bank November 2002 - February 2006
LaSalle Bank August 2000 - November 2002
J.C. Bradford & Company July 1997 - July 2000
Seligman Data Corp July 1995 - July 1997
Skills
Structured Products, Public Speaking, Investments, Fixed Income, Equities, Asset Management, Series 7, Mutual Funds, Series 63, Bonds, Financial Services, Financial Advisory, Risk Management, Asset Allocation, Finance, Securities, Unit Investment Trusts
Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.), Business Management
Kerry Schloesser Kerry Schloesser's Merrill Lynch Experience November 1982 - January 1999
Job at CA
Industry Information Technology and Services
Experience
CA Technologies February 1999 - Present
CA Technologies 1999 - 2012
Merrill Lynch November 1982 - January 1999
Skills
Management, Autosys, ITIL, Data Center, Service Desk, z/OS, Disaster Recovery
Education
State University of New York College at Fredonia 1981 — 1982
Suffolk County Community College 1978 — 1981
CA Technologies February 1999 - Present
CA Technologies 1999 - 2012
Merrill Lynch November 1982 - January 1999
Skills
Management, Autosys, ITIL, Data Center, Service Desk, z/OS, Disaster Recovery
Education
State University of New York College at Fredonia 1981 — 1982
Suffolk County Community College 1978 — 1981
Phil Foti Phil Foti's Merrill Lynch Experience June 1989 - May 1993
Job Senior Solutions Consultant, Strategic/Global Accounts
Industry Information Technology and Services
Experience
Coupa October 2014 - Present
Appcelerator March 2014 - October 2014
Good Technology January 2012 - March 2014
Firm58 January 2008 - January 2012
Spend Management Group, Inc. June 2004 - November 2010
Ariba March 1998 - August 2006
Netscape 1996 - 1998
Borland 1993 - 1996
Merrill Lynch June 1989 - May 1993
Skills
Enterprise Software, SaaS, Cloud Computing, Solution Selling, Sales Enablement, Pre-sales, Product Management, Professional Services, Start-ups, Channel, Demand Generation, Business Alliances, Salesforce.com, Product Marketing, Mobile Devices
Education
State University of New York College at Cortland 1983 — 1988
Bachelor of Science (BS), Management Science/Economics
State University of New York College at Cortland 1983 — 1988
Bachelor of Science (BS), Computer Science/Mathematics
HHH
Coupa October 2014 - Present
Appcelerator March 2014 - October 2014
Good Technology January 2012 - March 2014
Firm58 January 2008 - January 2012
Spend Management Group, Inc. June 2004 - November 2010
Ariba March 1998 - August 2006
Netscape 1996 - 1998
Borland 1993 - 1996
Merrill Lynch June 1989 - May 1993
Skills
Enterprise Software, SaaS, Cloud Computing, Solution Selling, Sales Enablement, Pre-sales, Product Management, Professional Services, Start-ups, Channel, Demand Generation, Business Alliances, Salesforce.com, Product Marketing, Mobile Devices
Education
State University of New York College at Cortland 1983 — 1988
Bachelor of Science (BS), Management Science/Economics
State University of New York College at Cortland 1983 — 1988
Bachelor of Science (BS), Computer Science/Mathematics
HHH
Christopher Chance's Merrill Lynch Experience 2003 - 2007
Job Assistant Vice President , PNC Bank
Industry Information Technology and Services
Experience
PNC March 2012 - Present
Motivano 2010 - March 2012
ADP TotalSource 2007 - 2010
Merrill Lynch 2003 - 2007
Skills
Account Management, Sales, Sales Management, Sales Process, New Business Development, Cold Calling, Employee Benefits, Business Development, Salesforce.com, Sales Presentations, Customer Retention, Direct Sales, Selling, Management
Education
SUNY New Paltz 1994 — 1997
Business Management
PNC March 2012 - Present
Motivano 2010 - March 2012
ADP TotalSource 2007 - 2010
Merrill Lynch 2003 - 2007
Skills
Account Management, Sales, Sales Management, Sales Process, New Business Development, Cold Calling, Employee Benefits, Business Development, Salesforce.com, Sales Presentations, Customer Retention, Direct Sales, Selling, Management
Education
SUNY New Paltz 1994 — 1997
Business Management
Matthew McNamee Matthew McNamee's Merrill Lynch Experience May 2012 - August 2012
Job Analyst at AIG
Industry Financial Services
Experience
AIG February 2014 - Present
SUNY Cortland December 2012 - December 2013
AIG June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
CMT Engineering Laboratories May 2011 - August 2011
Education
State University of New York College at Cortland 2010 — 2013
Bachelor's Degree, Business Economics, Minor: Computer Applications
Cheyenne Mountain High School 2004 — 2007
AIG February 2014 - Present
SUNY Cortland December 2012 - December 2013
AIG June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
CMT Engineering Laboratories May 2011 - August 2011
Education
State University of New York College at Cortland 2010 — 2013
Bachelor's Degree, Business Economics, Minor: Computer Applications
Cheyenne Mountain High School 2004 — 2007
Craig Collins Craig Collins's Merrill Lynch Experience July 1998 - October 1998
Job Talent Acquisition
Industry Staffing and Recruiting
Experience
Collins Associates Inc. October 2002 - Present
Magnetic April 2013 - September 2013
1stdibs.com March 2013 - July 2013
10gen (the MongoDB company) October 2011 - October 2012
DoubleClick Inc. November 1998 - October 2002
Merrill Lynch July 1998 - October 1998
Sybase Inc. 1996 - July 1998
Skills
Recruiting, Executive Search, Staffing Services, Sourcing, Strategic Sourcing, Internet Recruiting, Talent Acquisition, Employee Referral..., Sales Presentations, Business Strategy, Temporary Placement, Applicant Tracking..., Mentoring, Retained Search, Strategic Recruitment..., Team Building
Education
State University of New York College at Oneonta 1979 — 1983
Business/Economics
Collins Associates Inc. October 2002 - Present
Magnetic April 2013 - September 2013
1stdibs.com March 2013 - July 2013
10gen (the MongoDB company) October 2011 - October 2012
DoubleClick Inc. November 1998 - October 2002
Merrill Lynch July 1998 - October 1998
Sybase Inc. 1996 - July 1998
Skills
Recruiting, Executive Search, Staffing Services, Sourcing, Strategic Sourcing, Internet Recruiting, Talent Acquisition, Employee Referral..., Sales Presentations, Business Strategy, Temporary Placement, Applicant Tracking..., Mentoring, Retained Search, Strategic Recruitment..., Team Building
Education
State University of New York College at Oneonta 1979 — 1983
Business/Economics
James Prosperi James Prosperi's Merrill Lynch Experience January 1993 - April 2014
Job Mass Mutual
Industry Financial Services
Experience
Mass Mutual July 2015 - Present
MassMutual Financial Group 2015 - 2015
MassMutual Financial Group 2015 - 2015
MassMutual Financial Group 2014 - 2015
Merrill Lynch January 1993 - April 2014
Skills
Microsoft Word, Customer Service, Research, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Insurance, Leadership, Life Insurance, Long-term Care, Medicare, Retirement Planning, Sales Management, Term Life Insurance, Whole Life
Education
State University of New York College at Fredonia 1986 — 1990
Finance and Communications, Finance, General
Mass Mutual July 2015 - Present
MassMutual Financial Group 2015 - 2015
MassMutual Financial Group 2015 - 2015
MassMutual Financial Group 2014 - 2015
Merrill Lynch January 1993 - April 2014
Skills
Microsoft Word, Customer Service, Research, Disability Insurance, Employee Benefits, Fixed Annuities, Health Insurance, Insurance, Leadership, Life Insurance, Long-term Care, Medicare, Retirement Planning, Sales Management, Term Life Insurance, Whole Life
Education
State University of New York College at Fredonia 1986 — 1990
Finance and Communications, Finance, General
Scott Lombardo Scott Lombardo's Merrill Lynch Experience July 1997 - July 2003
Job Assistant Vice President, Senior Financial Advisor at M&T Securities, Inc
Industry Financial Services
Experience
M&T Bank November 2012 - Present
JPMorgan Chase & Co. August 2003 - November 2012
Merrill Lynch July 1997 - July 2003
Skills
Investments, Financial Analysis, Management, Wealth Management, Asset Management, Risk Management, Portfolio Management, Financial Planning, Banking, Finance, Financial Services, Financial Modeling, Credit, Customer Service, Leadership, Public Speaking, Marketing, Social Media, Microsoft Office, Loans, Mortgage Lending, Retirement Planning, Securities
Education
State University of New York College at Cortland 1992 — 1996
Bachelor of Applied Science (B.A.Sc.)
M&T Bank November 2012 - Present
JPMorgan Chase & Co. August 2003 - November 2012
Merrill Lynch July 1997 - July 2003
Skills
Investments, Financial Analysis, Management, Wealth Management, Asset Management, Risk Management, Portfolio Management, Financial Planning, Banking, Finance, Financial Services, Financial Modeling, Credit, Customer Service, Leadership, Public Speaking, Marketing, Social Media, Microsoft Office, Loans, Mortgage Lending, Retirement Planning, Securities
Education
State University of New York College at Cortland 1992 — 1996
Bachelor of Applied Science (B.A.Sc.)
Timothy Gordon's Merrill Lynch Experience July 2011 - November 2012
Job Options Trader at Self Employed
Industry Financial Services
Experience
Self Employed August 2015 - Present
Wells Fargo Advisors, LLC October 2014 - August 2015
Wells Fargo Private Bank August 2013 - October 2014
Merrill Lynch July 2011 - November 2012
State Farm Insurance – James VonEiff Agency January 2010 - January 2011
Merrill Lynch June 2009 - September 2009
Nassau County Legislature December 2006 - December 2008
Skills
Strategic Financial..., Investments, Financial Services, Strategy, Insurance, Financial Advisory, Capital Markets, Technical Analysis, Cash Management, Commodity, Investment Management, Life Insurance, Relationship Management, Fixed Annuities, Due Diligence, Finance, Long-term Care, Loans, Credit, Economics, Emerging Markets, Estate Planning, 401k, Derivatives, Private Equity, Retirement, Risk Management, Bloomberg, Valuation, Hedge Funds, Financial Analysis, Bonds, Fixed Income, Alternative Investments, Financial Modeling, Retirement Planning, Investment Advisory, Equities, Investment Strategies, Securities, Mutual Funds, Financial Markets, Trading, Asset Allocation, Options Strategies
Education
State University of New York College at Oneonta 2006 — 2009
2009 Bachelor of Science, Business Economics
Lynbrook High School 2002 — 2005
Self Employed August 2015 - Present
Wells Fargo Advisors, LLC October 2014 - August 2015
Wells Fargo Private Bank August 2013 - October 2014
Merrill Lynch July 2011 - November 2012
State Farm Insurance – James VonEiff Agency January 2010 - January 2011
Merrill Lynch June 2009 - September 2009
Nassau County Legislature December 2006 - December 2008
Skills
Strategic Financial..., Investments, Financial Services, Strategy, Insurance, Financial Advisory, Capital Markets, Technical Analysis, Cash Management, Commodity, Investment Management, Life Insurance, Relationship Management, Fixed Annuities, Due Diligence, Finance, Long-term Care, Loans, Credit, Economics, Emerging Markets, Estate Planning, 401k, Derivatives, Private Equity, Retirement, Risk Management, Bloomberg, Valuation, Hedge Funds, Financial Analysis, Bonds, Fixed Income, Alternative Investments, Financial Modeling, Retirement Planning, Investment Advisory, Equities, Investment Strategies, Securities, Mutual Funds, Financial Markets, Trading, Asset Allocation, Options Strategies
Education
State University of New York College at Oneonta 2006 — 2009
2009 Bachelor of Science, Business Economics
Lynbrook High School 2002 — 2005
Clare Coughlin's Merrill Lynch Experience June 2015 - Present
Job Vice President Wealth Advisory Recruiter at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Barclays March 2013 - June 2015
Bank of America March 2010 - March 2013
Barclays Wealth and Investment Management June 2013 - 2013
Evergreen Investments March 2007 - December 2010
Evergreen Investments October 2006 - March 2007
Wachovia Securities February 2005 - October 2006
CRS Building Automation Systems February 2004 - July 2004
Skills
Investments, Asset Managment, Sales, Marketing, Customer Service, Workshop Facilitation, Training, Negotiation, Advertising, Budgets, Research, Public Relations, Market Planning, Process Scheduler, Finance
Education
State University of New York College at Buffalo 1999 — 2003
BA, Communication
Lorenzo De Medici Florence Art Institute 2002 — 2003
University at Buffalo, The State University of New York 1999 — 2003
B.A, Communication
Merrill Lynch June 2015 - Present
Barclays March 2013 - June 2015
Bank of America March 2010 - March 2013
Barclays Wealth and Investment Management June 2013 - 2013
Evergreen Investments March 2007 - December 2010
Evergreen Investments October 2006 - March 2007
Wachovia Securities February 2005 - October 2006
CRS Building Automation Systems February 2004 - July 2004
Skills
Investments, Asset Managment, Sales, Marketing, Customer Service, Workshop Facilitation, Training, Negotiation, Advertising, Budgets, Research, Public Relations, Market Planning, Process Scheduler, Finance
Education
State University of New York College at Buffalo 1999 — 2003
BA, Communication
Lorenzo De Medici Florence Art Institute 2002 — 2003
University at Buffalo, The State University of New York 1999 — 2003
B.A, Communication
William McArdle William McArdle's Merrill Lynch Experience May 2013 - August 2013
Job Investor Relations at Markets Group
Industry Financial Services
Experience
Markets Group September 2015 - Present
Stifel Financial Corp. January 2014 - July 2015
Merrill Lynch May 2013 - August 2013
Belltower Books May 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Wealth Management Work..., PowerPoint, Management, Access, Accounting, Customer Service, Outlook, Financial Analysis, Time Management, Forecasting, Leadership, Finance, Portfolio Management
Education
SUNY New Paltz 2011 — 2015
Bachelor’s Degree, Business/Commerce, General
Chaminade High School 2007 — 2011
Markets Group September 2015 - Present
Stifel Financial Corp. January 2014 - July 2015
Merrill Lynch May 2013 - August 2013
Belltower Books May 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Wealth Management Work..., PowerPoint, Management, Access, Accounting, Customer Service, Outlook, Financial Analysis, Time Management, Forecasting, Leadership, Finance, Portfolio Management
Education
SUNY New Paltz 2011 — 2015
Bachelor’s Degree, Business/Commerce, General
Chaminade High School 2007 — 2011
Robert Chester CLU, ChFC Robert Chester CLU, ChFC's Merrill Lynch Experience November 2007 - November 2008
Job Allstate Insurance Company
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2015 - Present
Fifth Third Bank November 2008 - February 2015
Merrill Lynch November 2007 - November 2008
Citi/Smith Barney December 1996 - November 2007
Skills
Investments, Wealth Management, Finance, Series 7, Portfolio Management, Banking, Retirement Planning, Financial Services, Retail Banking, Financial Analysis
Education
State University of New York College at Cortland 1979 — 1983
Bachelor's of Science, Physical Education
Allstate Financial Services, LLC April 2015 - Present
Fifth Third Bank November 2008 - February 2015
Merrill Lynch November 2007 - November 2008
Citi/Smith Barney December 1996 - November 2007
Skills
Investments, Wealth Management, Finance, Series 7, Portfolio Management, Banking, Retirement Planning, Financial Services, Retail Banking, Financial Analysis
Education
State University of New York College at Cortland 1979 — 1983
Bachelor's of Science, Physical Education
Tom Daly's Merrill Lynch Experience April 2002 - August 2004
Job Experienced Emergency Management and Disaster Recovery Professional, Project Manager, U S Marine
Industry Government Administration
Experience
Adjusters International February 2013 - Present
Adjusters International January 2014 - January 2015
Adjusters International February 2013 - December 2013
Smith, Harney & Daly LLC February 2011 - February 2013
BP Oil Spill Emergency Response Team April 2010 - October 2010
Merrill Lynch April 2002 - August 2004
MLDJ Inc. / The Celtic Group December 1998 - November 2001
United States Marine Corps January 1983 - January 1999
US Air Force September 1975 - September 1979
Skills
Teamwork, Team Building, Team Leadership, New Business Development, Full-cycle Recruiting, Talent Scouting, Talent Acquisition, Leadership Development, Business Networking, Cross-functional Team..., Program Implementation, Program Management, Project Coordination, Military Leadership, Defense, Technical Recruiting, College Recruiting, Graduate Recruitment, Sales Recruitment, Aviation recruiter, Ground Recruiter, IT Recruiter, Legal Recruiting, Personnel Recruiting, Direct Recruiting, Oil and Gas Recruiter, DOD recruiter, Intelligence Recruiter, DOD and Intelligence..., USMC Officer recruiter, Veteran Recruiter, Recruiting Veteran, Recruiter of Marine..., Recruiting Army veterans, Recruiting Navy veterans, Recruiting Air Force..., Recruiting Coast Guard..., Recruiting for..., Recruiting for Defense..., Recruiting for..., Recruiting for Defense,..., Recruiting for Navy,..., IT Recruitment, Recruiting Engineers, Software developer..., Cyber Recruiter, Cyber Defense Recruiter, Cyber Security, Cyber OPSEC recruiter, Cyber Analyst Recruiter
Education
State University of New York College at Cortland
Bachelor of Science (BS), Bachelor of Science
Adjusters International February 2013 - Present
Adjusters International January 2014 - January 2015
Adjusters International February 2013 - December 2013
Smith, Harney & Daly LLC February 2011 - February 2013
BP Oil Spill Emergency Response Team April 2010 - October 2010
Merrill Lynch April 2002 - August 2004
MLDJ Inc. / The Celtic Group December 1998 - November 2001
United States Marine Corps January 1983 - January 1999
US Air Force September 1975 - September 1979
Skills
Teamwork, Team Building, Team Leadership, New Business Development, Full-cycle Recruiting, Talent Scouting, Talent Acquisition, Leadership Development, Business Networking, Cross-functional Team..., Program Implementation, Program Management, Project Coordination, Military Leadership, Defense, Technical Recruiting, College Recruiting, Graduate Recruitment, Sales Recruitment, Aviation recruiter, Ground Recruiter, IT Recruiter, Legal Recruiting, Personnel Recruiting, Direct Recruiting, Oil and Gas Recruiter, DOD recruiter, Intelligence Recruiter, DOD and Intelligence..., USMC Officer recruiter, Veteran Recruiter, Recruiting Veteran, Recruiter of Marine..., Recruiting Army veterans, Recruiting Navy veterans, Recruiting Air Force..., Recruiting Coast Guard..., Recruiting for..., Recruiting for Defense..., Recruiting for..., Recruiting for Defense,..., Recruiting for Navy,..., IT Recruitment, Recruiting Engineers, Software developer..., Cyber Recruiter, Cyber Defense Recruiter, Cyber Security, Cyber OPSEC recruiter, Cyber Analyst Recruiter
Education
State University of New York College at Cortland
Bachelor of Science (BS), Bachelor of Science
Nicholas DeFilippis Nicholas DeFilippis's Merrill Lynch Experience 1995 - 1997
Job National Account Manager at Accuity
Industry Financial Services
Experience
Accuity 2014 - Present
SWIFT 2012 - 2014
Information Mosaic 2010 - 2012
EastNets 2008 - 2009
Broadridge Financial Solutions (formerly ADP Brokerage Services) 2005 - 2008
Quick & Reilly (Fleet Bank) 2002 - 2005
Citicorp Investment Services 1997 - 2002
Merrill Lynch 1995 - 1997
Skills
Financial Services, Securities, Corporate Actions, Banking, Management, Business Development, CRM, Leadership, Finance, Account Management, Selling, Sales, Competitive Analysis, Outsourcing, Investments, Relationship Management, SaaS, Risk Management, Business Analysis
Education
State University of New York at New Paltz 1988 — 1990
Bachelor of Science (BS), Business Administration, Management and Operations
Accuity 2014 - Present
SWIFT 2012 - 2014
Information Mosaic 2010 - 2012
EastNets 2008 - 2009
Broadridge Financial Solutions (formerly ADP Brokerage Services) 2005 - 2008
Quick & Reilly (Fleet Bank) 2002 - 2005
Citicorp Investment Services 1997 - 2002
Merrill Lynch 1995 - 1997
Skills
Financial Services, Securities, Corporate Actions, Banking, Management, Business Development, CRM, Leadership, Finance, Account Management, Selling, Sales, Competitive Analysis, Outsourcing, Investments, Relationship Management, SaaS, Risk Management, Business Analysis
Education
State University of New York at New Paltz 1988 — 1990
Bachelor of Science (BS), Business Administration, Management and Operations
Lori Nahal, PHR Lori Nahal, PHR's Merrill Lynch Experience April 2007 - March 2009
Job VP, Human Capital Project Manager at AB
Industry Financial Services
Experience
AB August 2012 - January 2015
AllianceBernstein April 2010 - August 2012
Bloomberg September 2009 - March 2010
Merrill Lynch April 2007 - March 2009
Bear Stearns 2006 - 2007
Bear Stearns 2003 - 2006
Maharam 2001 - 2003
Skills
Recruiting, Onboarding, Employee Relations, Talent Acquisition, Coaching, College Recruiting, Human Resources, Training, Talent Management, Leadership Development, Interviews, Management, Hiring, Workforce Planning, Strategy, Program Management
Education
State University of New York College at Brockport
BS
AB August 2012 - January 2015
AllianceBernstein April 2010 - August 2012
Bloomberg September 2009 - March 2010
Merrill Lynch April 2007 - March 2009
Bear Stearns 2006 - 2007
Bear Stearns 2003 - 2006
Maharam 2001 - 2003
Skills
Recruiting, Onboarding, Employee Relations, Talent Acquisition, Coaching, College Recruiting, Human Resources, Training, Talent Management, Leadership Development, Interviews, Management, Hiring, Workforce Planning, Strategy, Program Management
Education
State University of New York College at Brockport
BS
Lee S. Woodring, CIMA®, CPWA®, Merrill Lynch Lee S. Woodring, CIMA®, CPWA®, Merrill Lynch's Merrill Lynch Experience February 1996 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
Merrill Lynch February 1996 - Present
Merrill Lynch February 1996 - Present
Skills
Series 7, Wealth Management, Chartered Private..., Certified Investment..., Series 63, Asset Allocation, Retirement Planning, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds, Uniform Combined State..., Securities, Series 24, Estate Planning, Management, Finance, Investment Management, Investments
Education
State University of New York College at Geneseo 1991 — 1994
Merrill Lynch February 1996 - Present
Merrill Lynch February 1996 - Present
Skills
Series 7, Wealth Management, Chartered Private..., Certified Investment..., Series 63, Asset Allocation, Retirement Planning, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds, Uniform Combined State..., Securities, Series 24, Estate Planning, Management, Finance, Investment Management, Investments
Education
State University of New York College at Geneseo 1991 — 1994
Olivia Engel Olivia Engel's Merrill Lynch Experience 2015 - Present
Job Client Services Coordinator at Manning & Napier
Industry Investment Management
Experience
Merrill Lynch 2015 - Present
Manning & Napier February 2015 - Present
Manning & Napier September 2014 - February 2015
Rochester Brainery January 2014 - May 2014
Skills
Public Relations, Public Speaking, Opening New Accounts, Cancellations, Directives, Manage client..., Client Relations, Marketing
Education
State University of New York College at Geneseo 2012 — 2014
Bachelor of Arts (B.A.), Communication - Personal and Professional, Minor in Business Administration
Merrill Lynch 2015 - Present
Manning & Napier February 2015 - Present
Manning & Napier September 2014 - February 2015
Rochester Brainery January 2014 - May 2014
Skills
Public Relations, Public Speaking, Opening New Accounts, Cancellations, Directives, Manage client..., Client Relations, Marketing
Education
State University of New York College at Geneseo 2012 — 2014
Bachelor of Arts (B.A.), Communication - Personal and Professional, Minor in Business Administration
Dan Tierney's Merrill Lynch Experience 1995 - 1998
Job National Account Manager at Novius Data
Industry Computer Software
Experience
Novius Data October 2014 - Present
Intricity March 2012 - October 2014
Conversion Services International, Inc. 2007 - March 2012
IDOM, Inc / Sofgen 1998 - 2007
Cognos 2004 - 2006
Merrill Lynch 1995 - 1998
Skills
Business Intelligence, Business Objects, Outsourcing, Solution Development, Enterprise Content..., Product Management, Software Development
Education
State University of New York College at Geneseo 1991 — 1995
BS, Finance
Novius Data October 2014 - Present
Intricity March 2012 - October 2014
Conversion Services International, Inc. 2007 - March 2012
IDOM, Inc / Sofgen 1998 - 2007
Cognos 2004 - 2006
Merrill Lynch 1995 - 1998
Skills
Business Intelligence, Business Objects, Outsourcing, Solution Development, Enterprise Content..., Product Management, Software Development
Education
State University of New York College at Geneseo 1991 — 1995
BS, Finance
Cynthia Rosczypala Cynthia Rosczypala's Merrill Lynch Experience February 1988 - April 1990
Job Team Lead, Accounts Receivable Analyst at Community Health Systems/PPSI
Industry Hospital & Health Care
Experience
Community Health Systems February 2014 - Present
Community Health Systems August 2011 - January 2014
CMG & Associates, Inc. December 2006 - March 2011
Bacon's Furniture Galleries February 2005 - October 2006
Spinneybeck Enterprises April 1990 - October 2004
Merrill Lynch February 1988 - April 1990
HiRoss, Inc May 1987 - February 1988
Citicorp Services, Inc September 1985 - January 1987
Skills
Certified Revenue Cycle..., Training, Sales, Microsoft Office, Team Building, Accounting, Accounts Receivable, Accounts Payable, Sales Management, Budgets, Marketing, Payroll, Customer Service, Strategy, Account Management, Invoicing, Strategic Planning
Education
State University of New York College at Fredonia 1981 — 1985
BS, Business Administration
Community Health Systems February 2014 - Present
Community Health Systems August 2011 - January 2014
CMG & Associates, Inc. December 2006 - March 2011
Bacon's Furniture Galleries February 2005 - October 2006
Spinneybeck Enterprises April 1990 - October 2004
Merrill Lynch February 1988 - April 1990
HiRoss, Inc May 1987 - February 1988
Citicorp Services, Inc September 1985 - January 1987
Skills
Certified Revenue Cycle..., Training, Sales, Microsoft Office, Team Building, Accounting, Accounts Receivable, Accounts Payable, Sales Management, Budgets, Marketing, Payroll, Customer Service, Strategy, Account Management, Invoicing, Strategic Planning
Education
State University of New York College at Fredonia 1981 — 1985
BS, Business Administration
Shannon Muellner Shannon Muellner's Merrill Lynch Experience July 1999 - July 2002
Job at
Industry Insurance
Experience
Yevo International March 2015 - Present
Travelers January 2006 - Present
JPMorgan Chase July 2002 - December 2005
Merrill Lynch July 1999 - July 2002
GMAC Mortgage June 1998 - July 1999
Skills
Underwriting, Professional Liability, Employment Practices..., Insurance, Liability, Financial Services, D&O, Fiduciary Liability, Fidelity Bonds, ERISA, Financial Analysis, Identity Fraud, Kidnap & Ransom, Cybercrime, Mortgage Underwriting, Residential Mortgages, Mortgage Marketing, Customer Service, Finance, Analysis, Fiduciary, Management, Leadership, Microsoft Office, Employee Benefits, Microsoft Excel, Mortgage Lending
Education
State University of New York College at Geneseo 1994 — 1998
Bachelor of Science (BS), Business Management
Yevo International March 2015 - Present
Travelers January 2006 - Present
JPMorgan Chase July 2002 - December 2005
Merrill Lynch July 1999 - July 2002
GMAC Mortgage June 1998 - July 1999
Skills
Underwriting, Professional Liability, Employment Practices..., Insurance, Liability, Financial Services, D&O, Fiduciary Liability, Fidelity Bonds, ERISA, Financial Analysis, Identity Fraud, Kidnap & Ransom, Cybercrime, Mortgage Underwriting, Residential Mortgages, Mortgage Marketing, Customer Service, Finance, Analysis, Fiduciary, Management, Leadership, Microsoft Office, Employee Benefits, Microsoft Excel, Mortgage Lending
Education
State University of New York College at Geneseo 1994 — 1998
Bachelor of Science (BS), Business Management
Jessie DeThomasis Jessie DeThomasis's Merrill Lynch Experience January 2008 - September 2011
Job Owner at Performance Training Systems
Industry Health, Wellness and Fitness
Experience
Performance Training Systems (PTS) September 2011 - Present
Merrill Lynch January 2008 - September 2011
Wachovia July 2007 - January 2008
Skills
Strength Training, Personal Training, Sports Nutrition, Speed Training, Nutritional Counseling, Stretching, Fitness, Nutrition, Exercise Physiology
Education
SUNY Cortland 2003 — 2007
Bachelor of Science (BS), Economics
Performance Training Systems (PTS) September 2011 - Present
Merrill Lynch January 2008 - September 2011
Wachovia July 2007 - January 2008
Skills
Strength Training, Personal Training, Sports Nutrition, Speed Training, Nutritional Counseling, Stretching, Fitness, Nutrition, Exercise Physiology
Education
SUNY Cortland 2003 — 2007
Bachelor of Science (BS), Economics
Jonathan Bayer Jonathan Bayer's Merrill Lynch Experience May 1998 - August 2000
Job President & CEO TheShareholderActivist.com The Source for Investor Empowerment
Industry Internet
Experience
The Shareholder Activist April 2011 - Present
Entiques.com May 2001 - Present
Tradition Asiel Securities February 2004 - June 2008
Tremont Pharmaceutical Services March 2002 - February 2004
Merrill Lynch May 1998 - August 2000
Skills
Series 7, Series 63, Relationship Building, Relationship Marketing, Business Development, Organic Growth..., Marketing Strategy, Marketing, Strategy, Entrepreneurship, Strategic Planning, Investments, New Business Development, Series 7, Analytics, Coaching, Strategic Partnerships, Social Media, Team Building, Research, Business Strategy, Leadership, Management Consulting, Executive Management, Organizational..., Business Planning, Leadership Development, Start-ups, Risk Management
Education
State University of New York College at Fredonia 1994 — 1998
Bachelor of Arts, Business Management, Industrial Organizational Psychology
Syosset High School 1990 — 1994
The Shareholder Activist April 2011 - Present
Entiques.com May 2001 - Present
Tradition Asiel Securities February 2004 - June 2008
Tremont Pharmaceutical Services March 2002 - February 2004
Merrill Lynch May 1998 - August 2000
Skills
Series 7, Series 63, Relationship Building, Relationship Marketing, Business Development, Organic Growth..., Marketing Strategy, Marketing, Strategy, Entrepreneurship, Strategic Planning, Investments, New Business Development, Series 7, Analytics, Coaching, Strategic Partnerships, Social Media, Team Building, Research, Business Strategy, Leadership, Management Consulting, Executive Management, Organizational..., Business Planning, Leadership Development, Start-ups, Risk Management
Education
State University of New York College at Fredonia 1994 — 1998
Bachelor of Arts, Business Management, Industrial Organizational Psychology
Syosset High School 1990 — 1994
Fiordaliza Espinal Fiordaliza Espinal's Merrill Lynch Experience January 2008 - September 2008
Job Digital Account Manager
Industry Internet
Experience
SourceMedia July 2015 - Present
LinkedIn April 2012 - July 2015
Positive Promotions 2010 - 2012
VEVO July 2009 - April 2010
Universal Music Group November 2008 - July 2009
Merrill Lynch January 2008 - September 2008
Bear Stearns Investment Bank August 2006 - November 2007
Businessweek Online, McGraw-Hill March 2000 - July 2006
StarMedia April 1999 - March 2000
Skills
Online Advertising, Online Marketing, Advertising Operations, Ad Serving, E-commerce, Digital Media, Web Analytics, Mobile Advertising, Web Marketing, Salesforce.com, Ad Networks, Analytics, Advertising, Google Analytics, Digital Marketing, Social Media, Campaign Management, Digital Strategy, DoubleClick, SEM, Omniture, Behavioral Targeting, Sales Operations, Campaign Optimization, Monetization, Account Management, PPC, Mobile Marketing, Display Advertising, Video Advertising, Rich Media, Online Video, Email Marketing, Digital Video, Vendor Relations, Google Adwords, DFP, Interactive Marketing, media planning, Mobile Devices, Social Media Marketing, Marketing, Management
Education
State University of New York College at Geneseo
Bachelor of Arts (B.A.)
SourceMedia July 2015 - Present
LinkedIn April 2012 - July 2015
Positive Promotions 2010 - 2012
VEVO July 2009 - April 2010
Universal Music Group November 2008 - July 2009
Merrill Lynch January 2008 - September 2008
Bear Stearns Investment Bank August 2006 - November 2007
Businessweek Online, McGraw-Hill March 2000 - July 2006
StarMedia April 1999 - March 2000
Skills
Online Advertising, Online Marketing, Advertising Operations, Ad Serving, E-commerce, Digital Media, Web Analytics, Mobile Advertising, Web Marketing, Salesforce.com, Ad Networks, Analytics, Advertising, Google Analytics, Digital Marketing, Social Media, Campaign Management, Digital Strategy, DoubleClick, SEM, Omniture, Behavioral Targeting, Sales Operations, Campaign Optimization, Monetization, Account Management, PPC, Mobile Marketing, Display Advertising, Video Advertising, Rich Media, Online Video, Email Marketing, Digital Video, Vendor Relations, Google Adwords, DFP, Interactive Marketing, media planning, Mobile Devices, Social Media Marketing, Marketing, Management
Education
State University of New York College at Geneseo
Bachelor of Arts (B.A.)
John Andrews, CIMA®, CRPS® John Andrews, CIMA®, CRPS®'s Merrill Lynch Experience July 2005 - September 2007
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors March 2011 - Present
Allianz Global Investors February 2009 - March 2011
Allianz Global Investors September 2007 - February 2009
Merrill Lynch July 2005 - September 2007
Court TV June 2002 - March 2005
Pershing, a BNY Mellon company June 2000 - May 2002
Education
State University of New York College at Oneonta 1996 — 2000
BS, Business Economics
Allianz Global Investors March 2011 - Present
Allianz Global Investors February 2009 - March 2011
Allianz Global Investors September 2007 - February 2009
Merrill Lynch July 2005 - September 2007
Court TV June 2002 - March 2005
Pershing, a BNY Mellon company June 2000 - May 2002
Education
State University of New York College at Oneonta 1996 — 2000
BS, Business Economics
Barry Kipnis Barry Kipnis's Merrill Lynch Experience 2005 - 2009
Job Lead Copywriter at MetLife
Industry Writing and Editing
Experience
MetLife June 2014 - Present
Bristol-Myers Squibb December 2013 - June 2014
Vanguard May 2013 - October 2013
Freelance Writer September 2011 - May 2013
MRM Worldwide February 2011 - September 2011
Results Advertising August 2010 - January 2011
ETS (Educational Testing Service) 2008 - 2010
Merrill Lynch 2005 - 2009
JPMorgan Chase June 2006 - October 2006
MultiHousing Professional Magazine 1997 - 2003
Skills
Copywriting, Publishing, Public Relations, Marketing Communications, Advertising, Journalism, Speech Writing, Newsletters, Content Development, Web Content, Direct Mail, Editorial, Creative Development, Social Media, Magazines, Blogging, Writing, SEO, Email Marketing, Online Marketing, Content Strategy, Copy Editing, Adobe Creative Suite, Information Architecture, Press Releases, InDesign, Direct Marketing, Corporate Communications, Dreamweaver, Content Creation, Creative Direction, Creative Writing, Adobe Acrobat, Research, Editing, B2B, QuarkXPress, Content Management, Brochures, Internal Communications, Photoshop, Strategic Communications, PowerPoint, Proofreading, Online Advertising, Digital Marketing, Digital Media, Creative Strategy, Marketing Copy, CMS
Education
State University of New York at New Paltz
B.A., English, Communications, Journalism
MetLife June 2014 - Present
Bristol-Myers Squibb December 2013 - June 2014
Vanguard May 2013 - October 2013
Freelance Writer September 2011 - May 2013
MRM Worldwide February 2011 - September 2011
Results Advertising August 2010 - January 2011
ETS (Educational Testing Service) 2008 - 2010
Merrill Lynch 2005 - 2009
JPMorgan Chase June 2006 - October 2006
MultiHousing Professional Magazine 1997 - 2003
Skills
Copywriting, Publishing, Public Relations, Marketing Communications, Advertising, Journalism, Speech Writing, Newsletters, Content Development, Web Content, Direct Mail, Editorial, Creative Development, Social Media, Magazines, Blogging, Writing, SEO, Email Marketing, Online Marketing, Content Strategy, Copy Editing, Adobe Creative Suite, Information Architecture, Press Releases, InDesign, Direct Marketing, Corporate Communications, Dreamweaver, Content Creation, Creative Direction, Creative Writing, Adobe Acrobat, Research, Editing, B2B, QuarkXPress, Content Management, Brochures, Internal Communications, Photoshop, Strategic Communications, PowerPoint, Proofreading, Online Advertising, Digital Marketing, Digital Media, Creative Strategy, Marketing Copy, CMS
Education
State University of New York at New Paltz
B.A., English, Communications, Journalism
Mike Selender Mike Selender's Merrill Lynch Experience 2000 - 2002
Job Technical Analyst at Chubb
Industry Insurance
Experience
Chubb Group of Insurance Companies 2002 - Present
SetFocus 2002 - 2002
Merrill Lynch 2000 - 2002
Mellon Investor Services 1999 - 2000
Lehman Brothers 1995 - 1999
Paine Webber 1990 - 1995
ADP 1989 - 1990
MetLife 1987 - 1990
Skills
Java, Software Development, Visual Basic, VB.NET, Databases, C, SDLC, Visio, SQL, Vendor Management, Business Analysis, Requirements Analysis, Microsoft SQL Server, JavaScript, SharePoint, XML, Software Project..., Project Management, Strategic Planning, Training, Microsoft Excel, Python, R, Data Visualization, Data Analysis, Scala, Android, Objective C, Oracle, ArcGIS
Education
State University of New York at New Paltz 1977 — 1980
MA, Botany
State University of New York College of Environmental Sciences and Forestry 1974 — 1976
BS, Botany
Syracuse University 1974 — 1976
BS, Botany
Chubb Group of Insurance Companies 2002 - Present
SetFocus 2002 - 2002
Merrill Lynch 2000 - 2002
Mellon Investor Services 1999 - 2000
Lehman Brothers 1995 - 1999
Paine Webber 1990 - 1995
ADP 1989 - 1990
MetLife 1987 - 1990
Skills
Java, Software Development, Visual Basic, VB.NET, Databases, C, SDLC, Visio, SQL, Vendor Management, Business Analysis, Requirements Analysis, Microsoft SQL Server, JavaScript, SharePoint, XML, Software Project..., Project Management, Strategic Planning, Training, Microsoft Excel, Python, R, Data Visualization, Data Analysis, Scala, Android, Objective C, Oracle, ArcGIS
Education
State University of New York at New Paltz 1977 — 1980
MA, Botany
State University of New York College of Environmental Sciences and Forestry 1974 — 1976
BS, Botany
Syracuse University 1974 — 1976
BS, Botany
John M. Liz John M. Liz's Merrill Lynch Experience January 2015 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch September 2011 - Present
Coalition for Debtor Education July 2011 - Present
Barclays Capital March 2010 - February 2011
Barclays Capital June 2007 - March 2010
PricewaterhouseCoopers July 2004 - June 2007
Altria May 2001 - December 2003
Skills
Financial Analysis, Equity Valuation, Financial Reporting, Finance, Equities, Investment Banking, Fixed Income, Portfolio Management, Banking, Financial Modeling, Investments, Financial Services, Securities, Corporate Finance, Analysis, Capital Markets
Education
State University of New York at New Paltz 2000 — 2004
BS, Accounting
Merrill Lynch January 2015 - Present
Merrill Lynch September 2011 - Present
Coalition for Debtor Education July 2011 - Present
Barclays Capital March 2010 - February 2011
Barclays Capital June 2007 - March 2010
PricewaterhouseCoopers July 2004 - June 2007
Altria May 2001 - December 2003
Skills
Financial Analysis, Equity Valuation, Financial Reporting, Finance, Equities, Investment Banking, Fixed Income, Portfolio Management, Banking, Financial Modeling, Investments, Financial Services, Securities, Corporate Finance, Analysis, Capital Markets
Education
State University of New York at New Paltz 2000 — 2004
BS, Accounting
Thomas Spark Thomas Spark's Merrill Lynch Experience May 2011 - September 2011
Job Entrepreneur
Industry Financial Services
Experience
Merrill Lynch May 2011 - September 2011
Skills
Financial Analysis, Excel, PowerPoint, Word, Marketing Strategy
Education
State University of New York at Buffalo 2010 — 2012
Masters Business Administration, Finance and Marketing
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science, Business Administration - Finance
Merrill Lynch May 2011 - September 2011
Skills
Financial Analysis, Excel, PowerPoint, Word, Marketing Strategy
Education
State University of New York at Buffalo 2010 — 2012
Masters Business Administration, Finance and Marketing
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science, Business Administration - Finance
Jeffrey Moretti Jeffrey Moretti's Merrill Lynch Experience May 2007 - August 2007
Job Financial Analyst at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield April 2014 - Present
ARROJO December 2012 - November 2013
J.P. Morgan Chase September 2009 - December 2012
Business Club August 2007 - May 2009
First Investors May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Proficent in Microsoft..., JMP (SAS Software), Sales Force, Personal Finance, Financial Advisory, New Business Development, Small Business, Direct Sales, Time Management, Team Leadership, Hard Worker, Corporate Finance, Securities, Equity Capital Markets, Financial Markets, Fixed Income Products, Wealth Management, Asset Management, Valuation, Business Development, Business Analysis, Financial Modeling, Financial Analysis, Asset Managment, Competitive Analysis, Fixed Income, Management, QuickBooks, Inventory Analysis, Inventory Management, Production Planning, Production Budgeting, Budget Forecasts, Compensation Strategies, Financial Accounting, Accounts Payable, Accounts Receivable, Title IV, Capital Markets, Sales
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 2011 — 2012
Masters, Masters in Finance
State University of New York College at Fredonia 2005 — 2009
Bachelor's Degree, Business Administration, Cum Laude Recognition
American University of Rome 2008 — 2008
International Finance
Cushman & Wakefield April 2014 - Present
ARROJO December 2012 - November 2013
J.P. Morgan Chase September 2009 - December 2012
Business Club August 2007 - May 2009
First Investors May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Proficent in Microsoft..., JMP (SAS Software), Sales Force, Personal Finance, Financial Advisory, New Business Development, Small Business, Direct Sales, Time Management, Team Leadership, Hard Worker, Corporate Finance, Securities, Equity Capital Markets, Financial Markets, Fixed Income Products, Wealth Management, Asset Management, Valuation, Business Development, Business Analysis, Financial Modeling, Financial Analysis, Asset Managment, Competitive Analysis, Fixed Income, Management, QuickBooks, Inventory Analysis, Inventory Management, Production Planning, Production Budgeting, Budget Forecasts, Compensation Strategies, Financial Accounting, Accounts Payable, Accounts Receivable, Title IV, Capital Markets, Sales
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 2011 — 2012
Masters, Masters in Finance
State University of New York College at Fredonia 2005 — 2009
Bachelor's Degree, Business Administration, Cum Laude Recognition
American University of Rome 2008 — 2008
International Finance
Joshua F. Kaplan Joshua F. Kaplan's Merrill Lynch Experience September 2012 - December 2012
Job Tax Associate at PricewaterhouseCoopers, LLP
Industry Higher Education
Experience
PwC June 2014 - Present
SUNY Geneseo August 2013 - May 2014
PwC June 2013 - August 2013
SUNY Geneseo August 2009 - May 2013
Merrill Lynch September 2012 - December 2012
University of Oxford July 2012 - August 2012
Law Office of Stanford Kaplan January 2012 - January 2012
Dunkin Donuts March 2009 - January 2012
Skills
Public Speaking, Scheduling, Customer Service, Excel, Word, PowerPoint, Photoshop, HTML, Java, Supervising Employees, Baseball, Football, Microsoft Excel, Facebook, Twitter, Microsoft Word, Leadership, Process Scheduler, Management, Research, Supervising, Teamwork, Social Media
Education
State University of New York College at Geneseo 2009 — 2013
BS, Accounting
Patchogue-Medford High School 2005 — 2009
Advanced Regents Diploma, General Education
PwC June 2014 - Present
SUNY Geneseo August 2013 - May 2014
PwC June 2013 - August 2013
SUNY Geneseo August 2009 - May 2013
Merrill Lynch September 2012 - December 2012
University of Oxford July 2012 - August 2012
Law Office of Stanford Kaplan January 2012 - January 2012
Dunkin Donuts March 2009 - January 2012
Skills
Public Speaking, Scheduling, Customer Service, Excel, Word, PowerPoint, Photoshop, HTML, Java, Supervising Employees, Baseball, Football, Microsoft Excel, Facebook, Twitter, Microsoft Word, Leadership, Process Scheduler, Management, Research, Supervising, Teamwork, Social Media
Education
State University of New York College at Geneseo 2009 — 2013
BS, Accounting
Patchogue-Medford High School 2005 — 2009
Advanced Regents Diploma, General Education
Elizabeth Ingalls Elizabeth Ingalls's Merrill Lynch Experience June 2015 - Present
Job Student at State University of New York College at Cortland
Industry
Experience
Merrill Lynch June 2015 - Present
SUNY Cortland September 2013 - Present
Cold Spring Harbor Laboratory May 2013 - Present
IRS VITA Tax Prep January 2015 - May 2015
Sno Haus October 2009 - November 2013
Skills
Management, Project Management, Data Analysis, Leadership, Strategic Planning, Marketing, Microsoft Office, Team Building, Budgets, Training
Education
SUNY Cortland 2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics
SUNY Cortland 2012 — 2016
Bachelor of Science (BS), Business/Managerial Economics
Merrill Lynch June 2015 - Present
SUNY Cortland September 2013 - Present
Cold Spring Harbor Laboratory May 2013 - Present
IRS VITA Tax Prep January 2015 - May 2015
Sno Haus October 2009 - November 2013
Skills
Management, Project Management, Data Analysis, Leadership, Strategic Planning, Marketing, Microsoft Office, Team Building, Budgets, Training
Education
SUNY Cortland 2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics
SUNY Cortland 2012 — 2016
Bachelor of Science (BS), Business/Managerial Economics
Austin Brennan Austin Brennan's Merrill Lynch Experience June 2011 - August 2011
Job Operations Associate at HedgeServ
Industry Financial Services
Experience
HedgeServ July 2013 - Present
NYCB June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
The Management Company May 2006 - August 2011
Skills
Portfolio Management, Corporate Real Estate, Commercial Lending, Microsoft Excel, Loans, Mortgage Lending, Real Estate Economics, Cash Flow, Real Estate
Education
State University of New York College at Geneseo 2009 — 2013
Bachelor of Science (B.S.), Business Administration concentration in Finance
HedgeServ July 2013 - Present
NYCB June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
The Management Company May 2006 - August 2011
Skills
Portfolio Management, Corporate Real Estate, Commercial Lending, Microsoft Excel, Loans, Mortgage Lending, Real Estate Economics, Cash Flow, Real Estate
Education
State University of New York College at Geneseo 2009 — 2013
Bachelor of Science (B.S.), Business Administration concentration in Finance
Raymond Fernandez's Merrill Lynch Experience July 1985 - August 1987
Job Owner at EmbroidMe
Industry Marketing and Advertising
Experience
EmbroidMe March 2015 - Present
Evershore Financial Group / Prudential Insurance Company of America June 2013 - December 2014
RMF Wealth Management Group August 2008 - May 2013
Morgan Stanley March 2007 - June 2008
Assent LLC/Electronic Trading Group, LLC April 2004 - March 2007
BNP Paribas 1993 - 2004
Prudential Securities / Nomura / Oppenheimer Capital August 1987 - April 1993
Merrill Lynch July 1985 - August 1987
Skills
Marketing, Marketing Strategy, Embroidery, Promotional, Direct to Garment..., Sales
Education
State University of New York College at Fredonia 1981 — 1985
BS, Finance / Economics
Lakeland High School 1977 — 1981
EmbroidMe March 2015 - Present
Evershore Financial Group / Prudential Insurance Company of America June 2013 - December 2014
RMF Wealth Management Group August 2008 - May 2013
Morgan Stanley March 2007 - June 2008
Assent LLC/Electronic Trading Group, LLC April 2004 - March 2007
BNP Paribas 1993 - 2004
Prudential Securities / Nomura / Oppenheimer Capital August 1987 - April 1993
Merrill Lynch July 1985 - August 1987
Skills
Marketing, Marketing Strategy, Embroidery, Promotional, Direct to Garment..., Sales
Education
State University of New York College at Fredonia 1981 — 1985
BS, Finance / Economics
Lakeland High School 1977 — 1981
Robert Kahn's Merrill Lynch Experience 1996 - 1998
Job Managing Partner , Green Key Resources LLC
Industry Staffing and Recruiting
Experience
Green Key Resources 2001 - Present
Merrill Lynch 1996 - 1998
CBIZ MHM, LLC 1993 - 1995
Skills
Executive Search, Temporary Placement, Temporary Staffing, Private Equity, Recruiting, Fund Of Funds, Hedge Funds, Human Resources, Contract Recruitment, Permanent Placement, Financial Services, Investment Banking, Fixed Income, SEC filings, Leadership, Accounting, Management, Alternative Investments, Talent Acquisition, Fund Accounting, Internet Recruiting, Asset Management, Staffing Services, Industrial Sector, Partnership Accounting, Fund Administration, Equities, Corporate Finance, Benefits Negotiation, Big 4, CFOs, Controllers, Tax Preparation, Internal Audit, Public Sector Accounting, Applicant Tracking..., Screening Resumes, Financial Reporting, Financial Analysis, Auditing, Executive Staffing, Finance, Talent Management, Search, SEC Filings, Financial Modeling
Education
State University of New York College at Oneonta 1989 — 1993
BA
East Meadow High School
Green Key Resources 2001 - Present
Merrill Lynch 1996 - 1998
CBIZ MHM, LLC 1993 - 1995
Skills
Executive Search, Temporary Placement, Temporary Staffing, Private Equity, Recruiting, Fund Of Funds, Hedge Funds, Human Resources, Contract Recruitment, Permanent Placement, Financial Services, Investment Banking, Fixed Income, SEC filings, Leadership, Accounting, Management, Alternative Investments, Talent Acquisition, Fund Accounting, Internet Recruiting, Asset Management, Staffing Services, Industrial Sector, Partnership Accounting, Fund Administration, Equities, Corporate Finance, Benefits Negotiation, Big 4, CFOs, Controllers, Tax Preparation, Internal Audit, Public Sector Accounting, Applicant Tracking..., Screening Resumes, Financial Reporting, Financial Analysis, Auditing, Executive Staffing, Finance, Talent Management, Search, SEC Filings, Financial Modeling
Education
State University of New York College at Oneonta 1989 — 1993
BA
East Meadow High School
Jill Newman's Merrill Lynch Experience 2003 - 2004
Job Senior Business Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2004 - Present
Merrill Lynch 2003 - 2004
ICI/ADP 2001 - 2002
Lehman Brothers 2000 - 2002
Thoughtworks 1999 - 2000
Bear Stearns 1989 - 1999
Skills
Fixed Income, Prime Brokerage, Trading Systems, Securities, Investment Banking, Middle Office, Back Office, Swaps, Credit Derivatives, Trading, Equities, Business Analysis, Project Management, Equity Derivatives, Capital Markets, Hedge Funds, Bloomberg, MBS, Business Requirements, Scrum, Cost Basis, Cost Basis Reporting, Tax Reporting, Systems Analysis, Process Engineering, Gap Analysis, Transaction Processing, Repo/ Resale, Use Case, Microsoft Access, Full SDLC, BRDs, 1099 Reporting, Securities Operations, Structured Notes
Education
SANNO Institute of Business Administration
State University of New York College at Oneonta
Bachelor of Science Degree
UBS Investment Bank 2004 - Present
Merrill Lynch 2003 - 2004
ICI/ADP 2001 - 2002
Lehman Brothers 2000 - 2002
Thoughtworks 1999 - 2000
Bear Stearns 1989 - 1999
Skills
Fixed Income, Prime Brokerage, Trading Systems, Securities, Investment Banking, Middle Office, Back Office, Swaps, Credit Derivatives, Trading, Equities, Business Analysis, Project Management, Equity Derivatives, Capital Markets, Hedge Funds, Bloomberg, MBS, Business Requirements, Scrum, Cost Basis, Cost Basis Reporting, Tax Reporting, Systems Analysis, Process Engineering, Gap Analysis, Transaction Processing, Repo/ Resale, Use Case, Microsoft Access, Full SDLC, BRDs, 1099 Reporting, Securities Operations, Structured Notes
Education
SANNO Institute of Business Administration
State University of New York College at Oneonta
Bachelor of Science Degree
Keith Adler's Merrill Lynch Experience September 2004 - Present
Job Investment Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2004 - Present
Education
State University of New York College at Oneonta 2001 — 2004
Accounting, minor in Finance
Merrill Lynch September 2004 - Present
Education
State University of New York College at Oneonta 2001 — 2004
Accounting, minor in Finance
Steven W. Brady's Merrill Lynch Experience June 1997 - August 1997
Job Associate Manager of Data Analytics at The Dannon Company
Industry Financial Services
Experience
The Dannon Company March 2015 - Present
The Dannon Company September 2013 - February 2015
The Dannon Company August 2012 - September 2013
The Dannon Company July 2008 - August 2012
Retrieval Masters Creditors Bureau December 2002 - July 2008
Northwestern Mutual 2000 - 2002
Merrill Lynch June 1997 - August 1997
Skills
Excel, Access, Business Objects, Hyperion, Visual Basic, SAP, IRI, FACS, JDA, QlikView, Ice Hockey, Sports Management, Hyperion Enterprise, VBA, Consumer Products, Lotus Notes, Financial Modeling, Business Intelligence, Analytics, Pricing, Business Analysis, Visio, Budgets, Customer Insight, Segmentation, Data Analysis, Finance, Cross-functional Team..., Essbase, Competitive Analysis, Financial Analysis, P&L Management, Microsoft Excel
Education
State University of New York College at Geneseo 1995 — 1999
BA, Mathematics, Computer Science Minor
The Dannon Company March 2015 - Present
The Dannon Company September 2013 - February 2015
The Dannon Company August 2012 - September 2013
The Dannon Company July 2008 - August 2012
Retrieval Masters Creditors Bureau December 2002 - July 2008
Northwestern Mutual 2000 - 2002
Merrill Lynch June 1997 - August 1997
Skills
Excel, Access, Business Objects, Hyperion, Visual Basic, SAP, IRI, FACS, JDA, QlikView, Ice Hockey, Sports Management, Hyperion Enterprise, VBA, Consumer Products, Lotus Notes, Financial Modeling, Business Intelligence, Analytics, Pricing, Business Analysis, Visio, Budgets, Customer Insight, Segmentation, Data Analysis, Finance, Cross-functional Team..., Essbase, Competitive Analysis, Financial Analysis, P&L Management, Microsoft Excel
Education
State University of New York College at Geneseo 1995 — 1999
BA, Mathematics, Computer Science Minor
Chris Byalick's Merrill Lynch Experience April 2006 - August 2007
Job Finance
Industry Financial Services
Experience
Goldman Sachs July 2011 - August 2011
BNP Paribas November 2010 - January 2011
Our Town Limousine Service Inc November 2008 - November 2010
Drake Management LLC August 2007 - October 2008
Merrill Lynch April 2006 - August 2007
Jennison Associates LLC September 2000 - April 2006
Education
State University of New York College at Cortland 1996 — 2000
Goldman Sachs July 2011 - August 2011
BNP Paribas November 2010 - January 2011
Our Town Limousine Service Inc November 2008 - November 2010
Drake Management LLC August 2007 - October 2008
Merrill Lynch April 2006 - August 2007
Jennison Associates LLC September 2000 - April 2006
Education
State University of New York College at Cortland 1996 — 2000
James Camarda's Merrill Lynch Experience January 2011 - Present
Job Alternative Investments Specialist South Atlantic Region
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Merrill Lynch June 2005 - December 2010
Skills
Series 7, Alternative Investments, Wealth Management, Hedge Funds, Private Equity, Managed Futures, Fund Of Funds, High Net Worth..., Series 63, Mutual Funds, Equities, Asset Allocation, Securities, Investment Strategies
Education
State University of New York College at Buffalo 2001 — 2005
Merrill Lynch January 2011 - Present
Merrill Lynch June 2005 - December 2010
Skills
Series 7, Alternative Investments, Wealth Management, Hedge Funds, Private Equity, Managed Futures, Fund Of Funds, High Net Worth..., Series 63, Mutual Funds, Equities, Asset Allocation, Securities, Investment Strategies
Education
State University of New York College at Buffalo 2001 — 2005
Christina Jasko's Merrill Lynch Experience March 2005 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2005 - Present
MarketAxess January 2004 - March 2005
State Street April 2002 - August 2003
Pershing April 2000 - April 2002
Macgregor/Merrin Financial 1994 - 2000
Education
State University of New York College at Buffalo 1986 — 1990
Merrill Lynch March 2005 - Present
MarketAxess January 2004 - March 2005
State Street April 2002 - August 2003
Pershing April 2000 - April 2002
Macgregor/Merrin Financial 1994 - 2000
Education
State University of New York College at Buffalo 1986 — 1990
Beverly Plitt's Merrill Lynch Experience 1980 - 1982
Job Account Trainer at Practical Law Company
Industry Legal Services
Experience
Practical Law Company October 2010 - Present
Thomson Reuters 2003 - January 2010
Wells Fargo Home Mortgage 2010 - 2010
Global Securities Information 2003 - July 2005
Arco/BP 1997 - 2002
IBM/Catapult 1997 - 2000
Southern California Edison 1996 - 1997
First Interstate Bank 1985 - 1992
Bear Stearns 1982 - 1983
Merrill Lynch 1980 - 1982
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA
State University of New York College at Cortland 1971 — 1975
BA, Education
Practical Law Company October 2010 - Present
Thomson Reuters 2003 - January 2010
Wells Fargo Home Mortgage 2010 - 2010
Global Securities Information 2003 - July 2005
Arco/BP 1997 - 2002
IBM/Catapult 1997 - 2000
Southern California Edison 1996 - 1997
First Interstate Bank 1985 - 1992
Bear Stearns 1982 - 1983
Merrill Lynch 1980 - 1982
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA
State University of New York College at Cortland 1971 — 1975
BA, Education
Suzanne Zhang's Merrill Lynch Experience 2007 - 2009
Job IT Consultant at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase 2010 - December 2013
Merrill Lynch 2007 - 2009
UBS Investment Bank 2005 - 2007
Morgan Stanley 2004 - 2005
JAJ International 2002 - 2004
Goldman Sachs 2001 - 2001
Credit Suisse First Boston 1999 - 2001
Debevoise & Plimpton 1997 - 1999
Education
State University of New York at New Paltz
JP Morgan Chase 2010 - December 2013
Merrill Lynch 2007 - 2009
UBS Investment Bank 2005 - 2007
Morgan Stanley 2004 - 2005
JAJ International 2002 - 2004
Goldman Sachs 2001 - 2001
Credit Suisse First Boston 1999 - 2001
Debevoise & Plimpton 1997 - 1999
Education
State University of New York at New Paltz
Bob Greben's Merrill Lynch Experience December 1998 - December 2001
Job Senior Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns December 2011 - Present
CIBC Wood Gundy 2006 - December 2011
Merrill Lynch December 1998 - December 2001
Midland Walwyn November 1993 - December 1998
Macy's 1984 - 1986
Skills
Wealth Management, Investments, Retirement Planning, Risk Management, Estate Planning, Investment Strategies, Investment Advisory, Asset Allocation, Finance, Mutual Funds, Management, Strategic Planning, Portfolio Management, Financial Risk, Retirement, Financial Planning
Education
State University of New York College at Brockport 1980 — 1984
BA, Marketing
BMO Nesbitt Burns December 2011 - Present
CIBC Wood Gundy 2006 - December 2011
Merrill Lynch December 1998 - December 2001
Midland Walwyn November 1993 - December 1998
Macy's 1984 - 1986
Skills
Wealth Management, Investments, Retirement Planning, Risk Management, Estate Planning, Investment Strategies, Investment Advisory, Asset Allocation, Finance, Mutual Funds, Management, Strategic Planning, Portfolio Management, Financial Risk, Retirement, Financial Planning
Education
State University of New York College at Brockport 1980 — 1984
BA, Marketing
James Beickert's Merrill Lynch Experience 2009 - Present
Job Investment Associate
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
UBS February 2007 - Present
UBS Private Wealth Management 2007 - Present
Education
State University of New York College at Oneonta 2001 — 2004
Patchogue-Medford 1997 — 2000
Merrill Lynch 2009 - Present
UBS February 2007 - Present
UBS Private Wealth Management 2007 - Present
Education
State University of New York College at Oneonta 2001 — 2004
Patchogue-Medford 1997 — 2000
David Trauner's Merrill Lynch Experience September 2000 - October 2011
Job Owner at Sticks and Cones Ice Cream
Industry Food & Beverages
Experience
Sticks and Cones Ice Cream October 2011 - Present
Lyttle Leathers October 2007 - Present
Dave Engraves October 2005 - Present
Merrill Lynch September 2000 - October 2011
Morgan Stanley October 1998 - May 2000
Suburban Ostomy August 1992 - August 1998
Katz & Powell 1989 - 1992
Torbet Radio September 1986 - June 1989
Education
State University of New York College at Brockport 1983 — 1986
BS, Communications
Sticks and Cones Ice Cream October 2011 - Present
Lyttle Leathers October 2007 - Present
Dave Engraves October 2005 - Present
Merrill Lynch September 2000 - October 2011
Morgan Stanley October 1998 - May 2000
Suburban Ostomy August 1992 - August 1998
Katz & Powell 1989 - 1992
Torbet Radio September 1986 - June 1989
Education
State University of New York College at Brockport 1983 — 1986
BS, Communications
Peter Weinbaum's Merrill Lynch Experience 1996 - 1998
Job President at Insight Resource Group Inc.
Industry Staffing and Recruiting
Experience
Insight Resource Group, Inc. January 2013 - Present
M-Logic Inc. May 1999 - January 2013
Deutsche Bank 1998 - 1999
Merrill Lynch 1996 - 1998
Skills
Fixed Income, Technical Recruiting, Financial Services, Talent Acquisition, Executive Search, SDLC, Sourcing, Business Development, Talent Management, Account Management, CRM, Applicant Tracking..., Contract Recruitment, Benefits Negotiation, Vendor Management, Business Analysis, Management, Investment Banking
Education
State University of New York College at Brockport 1992 — 1995
Bachelor of Science, International Business
Bronx High School of Science 1987 — 1991
Insight Resource Group, Inc. January 2013 - Present
M-Logic Inc. May 1999 - January 2013
Deutsche Bank 1998 - 1999
Merrill Lynch 1996 - 1998
Skills
Fixed Income, Technical Recruiting, Financial Services, Talent Acquisition, Executive Search, SDLC, Sourcing, Business Development, Talent Management, Account Management, CRM, Applicant Tracking..., Contract Recruitment, Benefits Negotiation, Vendor Management, Business Analysis, Management, Investment Banking
Education
State University of New York College at Brockport 1992 — 1995
Bachelor of Science, International Business
Bronx High School of Science 1987 — 1991
Allison Romang's Merrill Lynch Experience June 1981 - May 2005
Job sales assistant at Source Interlink
Industry Media Production
Experience
Source Interlink December 2005 - Present
Source Interlink 2005 - Present
Source Interlink Companies, Inc 2005 - Present
Merrill Lynch June 1981 - May 2005
Education
State University of New York College at Oneonta 1977 — 1981
BA, Communications
Source Interlink December 2005 - Present
Source Interlink 2005 - Present
Source Interlink Companies, Inc 2005 - Present
Merrill Lynch June 1981 - May 2005
Education
State University of New York College at Oneonta 1977 — 1981
BA, Communications
Cindy Bernstein's Merrill Lynch Experience 1985 - 1987
Job Vice President, Pershing LLC
Industry Financial Services
Experience
Pershing LLC January 1996 - Present
Broadcort Capital Corp 1982 - 1992
Merrill Lynch 1985 - 1987
Education
Clarkstown
State University of New York College at Oneonta
Pershing LLC January 1996 - Present
Broadcort Capital Corp 1982 - 1992
Merrill Lynch 1985 - 1987
Education
Clarkstown
State University of New York College at Oneonta
Chandra Chada's Merrill Lynch Experience April 2004 - December 2009
Job Data Analyst at MorganStanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Merrill Lynch April 2004 - December 2009
Bank of America 2004 - 2009
MBNA 2002 - 2003
Compunnel Software Group 1995 - 2001
Skills
Sybase
Education
State University of New York at New Paltz
Morgan Stanley 2010 - Present
Merrill Lynch April 2004 - December 2009
Bank of America 2004 - 2009
MBNA 2002 - 2003
Compunnel Software Group 1995 - 2001
Skills
Sybase
Education
State University of New York at New Paltz
Harry Erikson's Merrill Lynch Experience 2008 - 2009
Job Capital Markets Professional
Industry Capital Markets
Experience
Nomura Securities 2012 - 2014
Nomura Securities 2010 - 2012
Merrill Lynch 2008 - 2009
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2004 - 2006
UBS Investment Bank 2000 - 2004
Pershing, a BNY Mellon company 2000 - 2000
Bear, Stearns & Co. Inc. 1997 - 1999
Dreyfus 1995 - 1997
Skills
Middle Office, Fixed Income, Bonds, Settlement, MBS, Agency MBS, CMBS, Capital Markets, Customer Service, Investment Banking, Trading, Trading Systems, Bloomberg, MBS Whole Loans, Operations Management, US Treasuries, Microsoft Office, Management, Microsoft Excel, Project Management, Leadership, Sales, ABS, RMBS, Business Strategy, Microsoft Word, Research
Education
State University of New York College at Old Westbury
Bachelor's Degree, Accounting
University at Buffalo
Bachelor's Degree, Geography
Nomura Securities 2012 - 2014
Nomura Securities 2010 - 2012
Merrill Lynch 2008 - 2009
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2004 - 2006
UBS Investment Bank 2000 - 2004
Pershing, a BNY Mellon company 2000 - 2000
Bear, Stearns & Co. Inc. 1997 - 1999
Dreyfus 1995 - 1997
Skills
Middle Office, Fixed Income, Bonds, Settlement, MBS, Agency MBS, CMBS, Capital Markets, Customer Service, Investment Banking, Trading, Trading Systems, Bloomberg, MBS Whole Loans, Operations Management, US Treasuries, Microsoft Office, Management, Microsoft Excel, Project Management, Leadership, Sales, ABS, RMBS, Business Strategy, Microsoft Word, Research
Education
State University of New York College at Old Westbury
Bachelor's Degree, Accounting
University at Buffalo
Bachelor's Degree, Geography
Mark Stevanovic's Merrill Lynch Experience 1997 - 2000
Job Senior VP / Branch Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2012 - Present
Morgan Stanley Smith Barney March 2000 - February 2012
Merrill Lynch 1997 - 2000
Education
State University of New York College at Geneseo 1992 — 1995
BA, Sociology
Robert W. Baird & Co. February 2012 - Present
Morgan Stanley Smith Barney March 2000 - February 2012
Merrill Lynch 1997 - 2000
Education
State University of New York College at Geneseo 1992 — 1995
BA, Sociology
Kenneth Feiertag's Merrill Lynch Experience January 1994 - December 1996
Job Senior Vice President Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2005 - Present
A.G. Edwards January 1997 - March 2005
Merrill Lynch January 1994 - December 1996
Skills
Finance, Retirement Planning, Wealth Management..., Investments
Education
State University of New York College at Fredonia 1989 — 1993
University at Buffalo 1988 — 1992
Clarkstown South
Clarkstown South
Janney Montgomery Scott LLC March 2005 - Present
A.G. Edwards January 1997 - March 2005
Merrill Lynch January 1994 - December 1996
Skills
Finance, Retirement Planning, Wealth Management..., Investments
Education
State University of New York College at Fredonia 1989 — 1993
University at Buffalo 1988 — 1992
Clarkstown South
Clarkstown South
Marc Simmons's Merrill Lynch Experience January 2001 - January 2003
Job CEO, OwnerEntrepreneur "Simco Services"
Industry Insurance
Experience
Simco Services... Simco Bank..Simco HR.. Simco Risk Management.. Simco Insurance Center January 2006 - Present
Simadex Marketing 2005 - 2005
Merrill Lynch January 2001 - January 2003
Skills
Employee Benefits, Health Insurance, Insurance, Talent Acquisition, Recruiting, Workers Compensation, Talent Management, Performance Management, Leadership Development, Employee Engagement, Benefits Administration, Human Resources, Team Building, Sales, Customer Service, Small Business, Leadership, Account Management, Employee Relations, Management, Consulting, Strategic Planning, 401k, Process Improvement, HRIS, Finance
Education
State University of New York College at Buffalo 1993 — 1997
bs, business
Simco Services... Simco Bank..Simco HR.. Simco Risk Management.. Simco Insurance Center January 2006 - Present
Simadex Marketing 2005 - 2005
Merrill Lynch January 2001 - January 2003
Skills
Employee Benefits, Health Insurance, Insurance, Talent Acquisition, Recruiting, Workers Compensation, Talent Management, Performance Management, Leadership Development, Employee Engagement, Benefits Administration, Human Resources, Team Building, Sales, Customer Service, Small Business, Leadership, Account Management, Employee Relations, Management, Consulting, Strategic Planning, 401k, Process Improvement, HRIS, Finance
Education
State University of New York College at Buffalo 1993 — 1997
bs, business
Chrisine O'Shea's Merrill Lynch Experience April 1981 - June 2008
Job Sr VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1981 - June 2008
Education
State University of New York College at Cortland 1975 — 1979
Huntington High School 1972 — 1975
Flower Hill
Merrill Lynch April 1981 - June 2008
Education
State University of New York College at Cortland 1975 — 1979
Huntington High School 1972 — 1975
Flower Hill
Rob Scheinman's Merrill Lynch Experience April 2006 - March 2007
Job Information Technology @ Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management April 2007 - Present
Merrill Lynch April 2006 - March 2007
Harpel Advisory January 1999 - April 2002
Spear, Leeds, & Kellogg January 1997 - December 1999
AllTech Investments January 1996 - January 1999
Skills
VMware, Microsoft Exchange, Bloomberg, Active Directory, Windows Server, Blackberry Enterprise..., Citrix, Windows 7, Trading Systems, Windows, Electronic Trading, System Administration, WSUS, SCCM, Citrix Metaframe, Servers, DHCP, Disaster Recovery, Virtualization
Education
State University of New York at New Paltz 1987 — 1991
Hillcrest High School 1984 — 1987
Moore Capital Management April 2007 - Present
Merrill Lynch April 2006 - March 2007
Harpel Advisory January 1999 - April 2002
Spear, Leeds, & Kellogg January 1997 - December 1999
AllTech Investments January 1996 - January 1999
Skills
VMware, Microsoft Exchange, Bloomberg, Active Directory, Windows Server, Blackberry Enterprise..., Citrix, Windows 7, Trading Systems, Windows, Electronic Trading, System Administration, WSUS, SCCM, Citrix Metaframe, Servers, DHCP, Disaster Recovery, Virtualization
Education
State University of New York at New Paltz 1987 — 1991
Hillcrest High School 1984 — 1987
Thomas Keane's Merrill Lynch Experience June 2008 - July 2008
Job Assistant National Bank Examiner at Office of the Comptroller of the Currency
Industry Investment Banking
Experience
Office of the Comptroller of the Currency June 2015 - Present
Citi September 2013 - June 2015
Citi February 2010 - August 2013
HealthNow New York Inc. August 2009 - February 2010
Campus Auxiliary Services January 2008 - May 2009
Merrill Lynch June 2008 - July 2008
Skills
Options, Hedge Funds, Bonds, Financial Risk, Mutual Funds, Back Office, Fixed Income, Securities, MBS, Agency MBS, Counterparty Risk, Pension Funds, Credit Risk, Risk Management, Analysis, Management, Financial Analysis, Microsoft Office
Education
State University of New York College at Geneseo 2005 — 2009
Business Administration, Finance
Office of the Comptroller of the Currency June 2015 - Present
Citi September 2013 - June 2015
Citi February 2010 - August 2013
HealthNow New York Inc. August 2009 - February 2010
Campus Auxiliary Services January 2008 - May 2009
Merrill Lynch June 2008 - July 2008
Skills
Options, Hedge Funds, Bonds, Financial Risk, Mutual Funds, Back Office, Fixed Income, Securities, MBS, Agency MBS, Counterparty Risk, Pension Funds, Credit Risk, Risk Management, Analysis, Management, Financial Analysis, Microsoft Office
Education
State University of New York College at Geneseo 2005 — 2009
Business Administration, Finance
Tracy H Eichler's Merrill Lynch Experience March 2006 - June 2007
Job Wealth Management Advocacy for Regulatory, and Legislative Reform
Industry Financial Services
Experience
SIFMA March 2011 - Present
Citigroup June 2007 - November 2009
Merrill Lynch March 2006 - June 2007
UBS 1992 - 2005
PaineWebber (now UBS) 1992 - 2000
Skills
Marketing Strategy, Regulatory Affairs, Legislative Advocacy, Public Speaking, Product Development, Financial Regulation, Securities Regulation, Marketing Research, Etf, Structured Products, Annuities, Equity Research, Equity Trading, Media Relations, Mutual Funds, Global Strategy, ETFs, Series 7, Asset Management, Fixed Annuities, Wealth Management, Equities, Portfolio Management, Financial Services
Education
University of Pennsylvania - The Wharton School 2014 — 2016
State University of New York College at Buffalo 1982 — 1986
BA
Pohs Institute
Licensed
SIFMA March 2011 - Present
Citigroup June 2007 - November 2009
Merrill Lynch March 2006 - June 2007
UBS 1992 - 2005
PaineWebber (now UBS) 1992 - 2000
Skills
Marketing Strategy, Regulatory Affairs, Legislative Advocacy, Public Speaking, Product Development, Financial Regulation, Securities Regulation, Marketing Research, Etf, Structured Products, Annuities, Equity Research, Equity Trading, Media Relations, Mutual Funds, Global Strategy, ETFs, Series 7, Asset Management, Fixed Annuities, Wealth Management, Equities, Portfolio Management, Financial Services
Education
University of Pennsylvania - The Wharton School 2014 — 2016
State University of New York College at Buffalo 1982 — 1986
BA
Pohs Institute
Licensed
Sandra Morris-Rivera's Merrill Lynch Experience 1989 - 2008
Job Compliance Project Manager
Industry Information Technology and Services
Experience
Deutsche Bank August 2014 - Present
JPMorgan Chase September 2012 - Present
JP Morgan Chase 2011 - February 2013
Merrill Lynch 1989 - 2008
Education
State University of New York College at Buffalo 1982 — 1986
Deutsche Bank August 2014 - Present
JPMorgan Chase September 2012 - Present
JP Morgan Chase 2011 - February 2013
Merrill Lynch 1989 - 2008
Education
State University of New York College at Buffalo 1982 — 1986
Donovan Fisher's Merrill Lynch Experience November 2002 - August 2005
Job AVP for JPM Chase Corporate & Investment Bank
Industry Banking
Experience
JPMorgan Chase April 2014 - Present
Bank of New York Mellon March 2008 - April 2014
Modern Bank NA August 2006 - March 2008
KPMG August 2005 - August 2006
Merrill Lynch November 2002 - August 2005
Skills
AML, Due Diligence, Financial Risk, OFAC, Training, USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, Banking, Financial Services, Private Banking, Risk Management
Education
State University of New York at New Paltz 1998 — 2000
BA, Political Science
Orange County Community College 1995 — 1997
AS, Business Administration
JPMorgan Chase April 2014 - Present
Bank of New York Mellon March 2008 - April 2014
Modern Bank NA August 2006 - March 2008
KPMG August 2005 - August 2006
Merrill Lynch November 2002 - August 2005
Skills
AML, Due Diligence, Financial Risk, OFAC, Training, USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, Banking, Financial Services, Private Banking, Risk Management
Education
State University of New York at New Paltz 1998 — 2000
BA, Political Science
Orange County Community College 1995 — 1997
AS, Business Administration
Steve Swallwood's Merrill Lynch Experience 1989 - 2009
Job AVP Senior Prog/Analyst at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch April 2011 - Present
ZeroChaos July 2009 - April 2011
Merrill Lynch 1989 - 2009
Education
State University of New York at New Paltz 1974 — 1978
BS, Math/Computer Science
Bank of America Merrill Lynch April 2011 - Present
ZeroChaos July 2009 - April 2011
Merrill Lynch 1989 - 2009
Education
State University of New York at New Paltz 1974 — 1978
BS, Math/Computer Science
Lee Gilner, CLTC's Merrill Lynch Experience June 1999 - August 2001
Job Investment Advisor Representative & Registered Representative at Cetera Financial Specialists
Industry Insurance
Experience
Cetera Financial Specialists January 2014 - Present
John Hancock May 2008 - September 2013
Strategic Financial Partners a Member of the John Hancock Financial Network April 2008 - September 2013
ING Financial Partners July 2007 - March 2008
Merrill Lynch June 1999 - August 2001
Skills
Financial Services, Fixed Annuities, Retirement Planning, Finance, Series 63, Series 6, Training, Life Insurance, Long-term Care, Mutual Funds, Series 65, Registered Investment..., Investment Advisory
Education
University of South Florida 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance
State University of New York College at Geneseo
Cetera Financial Specialists January 2014 - Present
John Hancock May 2008 - September 2013
Strategic Financial Partners a Member of the John Hancock Financial Network April 2008 - September 2013
ING Financial Partners July 2007 - March 2008
Merrill Lynch June 1999 - August 2001
Skills
Financial Services, Fixed Annuities, Retirement Planning, Finance, Series 63, Series 6, Training, Life Insurance, Long-term Care, Mutual Funds, Series 65, Registered Investment..., Investment Advisory
Education
University of South Florida 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance
State University of New York College at Geneseo
Marian Perry's Merrill Lynch Experience 2005 - 2007
Job Retail Executive
Industry Retail
Experience
Macy's 2007 - Present
Merrill Lynch 2005 - 2007
i-flex solutions, inc. 2004 - 2005
Neuberger Berman/Lehman Brothers Company 2003 - 2004
BNY Brokerage, Inc 1998 - 2003
Skills
Microsoft Excel, Financial Analysis, Retail, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Forecasting, Sales, Analysis, Customer Service, PeopleSoft, Research, Merchandising, Inventory Management, Accounts Payable, Account Reconciliation, Leadership, Training, Data Entry, Time Management, Human Resources, Visual Merchandising, Employee Relations, Budgets
Education
SUNY New Paltz
Business Administration
Macy's 2007 - Present
Merrill Lynch 2005 - 2007
i-flex solutions, inc. 2004 - 2005
Neuberger Berman/Lehman Brothers Company 2003 - 2004
BNY Brokerage, Inc 1998 - 2003
Skills
Microsoft Excel, Financial Analysis, Retail, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Forecasting, Sales, Analysis, Customer Service, PeopleSoft, Research, Merchandising, Inventory Management, Accounts Payable, Account Reconciliation, Leadership, Training, Data Entry, Time Management, Human Resources, Visual Merchandising, Employee Relations, Budgets
Education
SUNY New Paltz
Business Administration
Nicole Behrens's Merrill Lynch Experience February 2000 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2000 - Present
Education
State University of New York at New Paltz 1985 — 1990
BS, Finance
Merrill Lynch February 2000 - Present
Education
State University of New York at New Paltz 1985 — 1990
BS, Finance
Donna Chieff's Merrill Lynch Experience 1994 - 1998
Job Analyst at Datacor, Inc.
Industry Computer Software
Experience
Datacor, Inc. Vice President, Business Analyst/Developer, Debt Capital Markets, Liability Strategies GroupDeutsche Bank Securities2000 - 2006
Merrill Lynch 1994 - 1998
Salomon Brothers 1989 - 1993
Education
SUNY Geneseo
BA
Datacor, Inc. Vice President, Business Analyst/Developer, Debt Capital Markets, Liability Strategies GroupDeutsche Bank Securities2000 - 2006
Merrill Lynch 1994 - 1998
Salomon Brothers 1989 - 1993
Education
SUNY Geneseo
BA
Peggy Yip's Merrill Lynch Experience September 2005 - June 2006
Job Vice President, Global Banking & Markets at HSBC Securities
Industry Banking
Experience
HSBC Securities (USA) Inc. July 2012 - Present
HSBC Bank USA, N.A. October 2010 - July 2012
HSBC BANK USA, N.A. September 2007 - October 2010
HSBC BANK USA, N.A. June 2006 - September 2007
Merrill Lynch September 2005 - June 2006
Skills
Banking, Capital Markets, Commercial Banking, Corporate Finance, Credit Analysis, Credit, Finance, Financial Analysis, Financial Services, Investment Banking, Loans, Management, Project Management
Education
State University of New York College at Geneseo 2002 — 2006
BS, Business Administration and Computer Information Systems
Fiorello H. LaGuardia High School of Music & Art and Performing Arts
HSBC Securities (USA) Inc. July 2012 - Present
HSBC Bank USA, N.A. October 2010 - July 2012
HSBC BANK USA, N.A. September 2007 - October 2010
HSBC BANK USA, N.A. June 2006 - September 2007
Merrill Lynch September 2005 - June 2006
Skills
Banking, Capital Markets, Commercial Banking, Corporate Finance, Credit Analysis, Credit, Finance, Financial Analysis, Financial Services, Investment Banking, Loans, Management, Project Management
Education
State University of New York College at Geneseo 2002 — 2006
BS, Business Administration and Computer Information Systems
Fiorello H. LaGuardia High School of Music & Art and Performing Arts
Joel Attenson's Merrill Lynch Experience January 2006 - Present
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Merrill Lynch December 2003 - December 2006
Merrill Lynch May 2001 - December 2003
Merrill Lynch February 1999 - May 2001
Merrill Lynch May 1997 - February 1999
Gruntal and Company, Inc August 1995 - May 1997
Spear,Leeds, & Kellogg March 1995 - August 1995
Lehman Brothers August 1987 - March 1995
Education
State University of New York College at Brockport 1975 — 1979
BS, Speech Communications
Merrill Lynch January 2006 - Present
Merrill Lynch December 2003 - December 2006
Merrill Lynch May 2001 - December 2003
Merrill Lynch February 1999 - May 2001
Merrill Lynch May 1997 - February 1999
Gruntal and Company, Inc August 1995 - May 1997
Spear,Leeds, & Kellogg March 1995 - August 1995
Lehman Brothers August 1987 - March 1995
Education
State University of New York College at Brockport 1975 — 1979
BS, Speech Communications
Thomas Popp's Merrill Lynch Experience November 1994 - February 2003
Job Managing Director Compliance Officer at Convergex Group
Industry Financial Services
Experience
Convergex Group February 2005 - Present
BNY Mellon February 2003 - February 2005
Merrill Lynch November 1994 - February 2003
Smith Barney Brokerage Firm April 1994 - November 1994
New York Mercantile Exchange December 1991 - April 1994
Internal Revenue Service June 1990 - December 1990
Skills
Securities, Series 7, Compliance, Series 63, Investments, Electronic Trading, Asset Management, Trading Systems, Financial Risk, Hedge Funds, Financial Services, Risk Management, Capital Markets, Equities, Financial Markets, Equity Trading, Management
Education
State University of New York College at Fredonia 1987 — 1989
Finance, General
Convergex Group February 2005 - Present
BNY Mellon February 2003 - February 2005
Merrill Lynch November 1994 - February 2003
Smith Barney Brokerage Firm April 1994 - November 1994
New York Mercantile Exchange December 1991 - April 1994
Internal Revenue Service June 1990 - December 1990
Skills
Securities, Series 7, Compliance, Series 63, Investments, Electronic Trading, Asset Management, Trading Systems, Financial Risk, Hedge Funds, Financial Services, Risk Management, Capital Markets, Equities, Financial Markets, Equity Trading, Management
Education
State University of New York College at Fredonia 1987 — 1989
Finance, General
Suzanne K. Giorno's Merrill Lynch Experience September 2011 - June 2013
Job at Giorno Investigation Agency
Industry Security and Investigations
Experience
The Washington Trust Company January 2014 - Present
Giorno Investigation Agency June 2013 - Present
Merrill Lynch September 2011 - June 2013
Morgan Stanley Smith Barney May 2010 - September 2011
Antonio's Grinders March 2005 - April 2010
Skills
401k Rollovers, Estate Planning, 401k, Retirement Planning, Series 7, Strategic Financial..., Investments, Investment Advisory, Uniform Combined State..., IRAs, Sales, Financial Planners, Human Resources, Employee Relations, Employee Training, Employment Law, Employee Handbooks
Education
Western New England College School of Law 1997 — 2000
JD, Estate Planning, Contract Law
Western New England College School of Law 1997 — 2000
Juris Doctor, Estate Law, Education Law, Contracts and Administrative Law
State University of New York College at Brockport 1993 — 1997
BS, Pre-Law/Political Science/Art History
The Washington Trust Company January 2014 - Present
Giorno Investigation Agency June 2013 - Present
Merrill Lynch September 2011 - June 2013
Morgan Stanley Smith Barney May 2010 - September 2011
Antonio's Grinders March 2005 - April 2010
Skills
401k Rollovers, Estate Planning, 401k, Retirement Planning, Series 7, Strategic Financial..., Investments, Investment Advisory, Uniform Combined State..., IRAs, Sales, Financial Planners, Human Resources, Employee Relations, Employee Training, Employment Law, Employee Handbooks
Education
Western New England College School of Law 1997 — 2000
JD, Estate Planning, Contract Law
Western New England College School of Law 1997 — 2000
Juris Doctor, Estate Law, Education Law, Contracts and Administrative Law
State University of New York College at Brockport 1993 — 1997
BS, Pre-Law/Political Science/Art History
Thomas Irving's Merrill Lynch Experience April 2012 - March 2013
Job Private Client Investment Associate at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA April 2013 - Present
Merrill Lynch April 2012 - March 2013
Harborfields Central School District / Central Islip Union Free School District January 2011 - May 2011
Congressman Tim Bishop's District Office May 2009 - August 2009
Education
State University of New York College at Cortland 2006 — 2011
Bachelor of Arts Adolescence Education: Social Studies, Adolescence Education Social Studies, Political Science, History
JPMorgan Chase Bank NA April 2013 - Present
Merrill Lynch April 2012 - March 2013
Harborfields Central School District / Central Islip Union Free School District January 2011 - May 2011
Congressman Tim Bishop's District Office May 2009 - August 2009
Education
State University of New York College at Cortland 2006 — 2011
Bachelor of Arts Adolescence Education: Social Studies, Adolescence Education Social Studies, Political Science, History
Brad Beggs, PMP's Merrill Lynch Experience May 2007 - August 2007
Job Systems Integrator at Trusted Concepts, Inc
Industry Defense & Space
Experience
Trusted Concepts, inc. November 2013 - Present
The SI Organization, Inc. May 2012 - November 2013
The SI Organization, Inc. April 2012 - November 2013
The SI Organization, Inc. October 2011 - May 2012
The SI Organization, Inc. November 2010 - September 2011
Lockheed Martin August 2010 - November 2010
Lockheed Martin December 2009 - August 2010
Lockheed Martin June 2009 - December 2009
Lockheed Martin June 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Skills
Systems Engineering, Strategy, Business Development, Proposal Writing, Training, Requirements Management, Earned Value Management, Government Contracting, DoD, Risk Management, Program Management, Security Clearance, Forecasting, System Architecture, Integration, Requirements Analysis, Configuration Management, PMP, Agile Methodologies, Management, Enterprise Architecture, Testing, Project Management, System Integrators, Leadership, Project Planning, System Design, Technical Leadership
Education
The George Washington University 2008 — 2011
M.S., Systems Engineering
State University of New York College at Buffalo 2004 — 2008
B.S., Business Management
Trusted Concepts, inc. November 2013 - Present
The SI Organization, Inc. May 2012 - November 2013
The SI Organization, Inc. April 2012 - November 2013
The SI Organization, Inc. October 2011 - May 2012
The SI Organization, Inc. November 2010 - September 2011
Lockheed Martin August 2010 - November 2010
Lockheed Martin December 2009 - August 2010
Lockheed Martin June 2009 - December 2009
Lockheed Martin June 2008 - June 2009
Merrill Lynch May 2007 - August 2007
Skills
Systems Engineering, Strategy, Business Development, Proposal Writing, Training, Requirements Management, Earned Value Management, Government Contracting, DoD, Risk Management, Program Management, Security Clearance, Forecasting, System Architecture, Integration, Requirements Analysis, Configuration Management, PMP, Agile Methodologies, Management, Enterprise Architecture, Testing, Project Management, System Integrators, Leadership, Project Planning, System Design, Technical Leadership
Education
The George Washington University 2008 — 2011
M.S., Systems Engineering
State University of New York College at Buffalo 2004 — 2008
B.S., Business Management
Danielle Miano's Merrill Lynch Experience May 2006 - July 2006
Job Account Manager
Industry Electrical/Electronic Manufacturing
Experience
SEACOMP, Inc. (Displaytech & HDP Power) March 2014 - Present
USA Rugby September 2014 - Present
Simcona Electronics May 2011 - October 2013
Avnet October 2008 - May 2011
Merrill Lynch May 2006 - July 2006
Skills
CRM, Customer Service, Social Media, Account Management, Sales Management, Solution Selling, New Business Development, Sales, Direct Sales, Key Account Management, Sales Process, Product Marketing, Supply Chain, Product Development, Highly detail oriented, Cross-functional Team..., Product Management
Education
State University of New York College at Fredonia 2003 — 2007
Bachelor of Science in Public Relations, Minor in Business Administration, concentration in Marketing
Clarence central high school 1999 — 2003
High School
SEACOMP, Inc. (Displaytech & HDP Power) March 2014 - Present
USA Rugby September 2014 - Present
Simcona Electronics May 2011 - October 2013
Avnet October 2008 - May 2011
Merrill Lynch May 2006 - July 2006
Skills
CRM, Customer Service, Social Media, Account Management, Sales Management, Solution Selling, New Business Development, Sales, Direct Sales, Key Account Management, Sales Process, Product Marketing, Supply Chain, Product Development, Highly detail oriented, Cross-functional Team..., Product Management
Education
State University of New York College at Fredonia 2003 — 2007
Bachelor of Science in Public Relations, Minor in Business Administration, concentration in Marketing
Clarence central high school 1999 — 2003
High School
Vincent Miles's Merrill Lynch Experience Senior Premier Client ManagerBank of AmericaOctober 2005 - June 2009
Job Senior Wealth Management Banker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Senior Premier Client ManagerBank of AmericaOctober 2005 - June 2009
Education
State University of New York College at Brockport 1992 — 1994
Business Administration, Business Management/Economics
Merrill Lynch Senior Premier Client ManagerBank of AmericaOctober 2005 - June 2009
Education
State University of New York College at Brockport 1992 — 1994
Business Administration, Business Management/Economics
Beth Coles's Merrill Lynch Experience August 1999 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1999 - Present
Skills
Microsoft Excel, Microsoft Office, Team Building, Wealth Management, Financial Planning
Education
State University of New York College at Geneseo 1974 — 1978
Bachelor of Science (BS), Elementary Education and Teaching
Merrill Lynch August 1999 - Present
Skills
Microsoft Excel, Microsoft Office, Team Building, Wealth Management, Financial Planning
Education
State University of New York College at Geneseo 1974 — 1978
Bachelor of Science (BS), Elementary Education and Teaching
Alexandra Perlman's Merrill Lynch Experience 2005 - 2005
Job Marketing Manager US at Preqin
Industry Marketing and Advertising
Experience
Preqin March 2015 - Present
Preqin January 2014 - March 2015
Preqin January 2013 - December 2013
Preqin March 2012 - December 2012
BookBrowsr.com July 2008 - March 2012
Merrill Lynch 2005 - 2005
Client Distribution Services 2004 - 2004
Skills
Sales, Marketing, Event Planning, Analysis, Email Campaigning, Google Adwords, Google Analytics, Facebook Marketing, Social Media, Lead Generation, PPC, Marketing Strategy, Advertising, Email Marketing, Market Research, Digital Marketing, Integrated Marketing, Team Leadership, Social Media Marketing, Digital Media, Strategic Planning, Direct Marketing, Management, Marketing Communications, Business Strategy, Product Development, Sales Management, SEO, CRM, Business Development
Education
Horace Mann
State University of New York at New Paltz
Psychology, Sociology
Preqin March 2015 - Present
Preqin January 2014 - March 2015
Preqin January 2013 - December 2013
Preqin March 2012 - December 2012
BookBrowsr.com July 2008 - March 2012
Merrill Lynch 2005 - 2005
Client Distribution Services 2004 - 2004
Skills
Sales, Marketing, Event Planning, Analysis, Email Campaigning, Google Adwords, Google Analytics, Facebook Marketing, Social Media, Lead Generation, PPC, Marketing Strategy, Advertising, Email Marketing, Market Research, Digital Marketing, Integrated Marketing, Team Leadership, Social Media Marketing, Digital Media, Strategic Planning, Direct Marketing, Management, Marketing Communications, Business Strategy, Product Development, Sales Management, SEO, CRM, Business Development
Education
Horace Mann
State University of New York at New Paltz
Psychology, Sociology
David Steedle's Merrill Lynch Experience September 2000 - February 2010
Job Financial Professional Associate at The Prudential Insurance Company of America, Newark, NJ
Industry Insurance
Experience
Prudential Financial October 2012 - April 2015
Merrill Lynch September 2000 - February 2010
Skills
Mutual Funds, Wealth Management, Asset Allocation, Series 63, Series 7, Securities, Retirement Planning, Investments, Financial Services, Finance, Client Relations, Customer Satisfaction, Branch Operation, Problem Solving
Education
State University of New York College at Oneonta
BA
Prudential Financial October 2012 - April 2015
Merrill Lynch September 2000 - February 2010
Skills
Mutual Funds, Wealth Management, Asset Allocation, Series 63, Series 7, Securities, Retirement Planning, Investments, Financial Services, Finance, Client Relations, Customer Satisfaction, Branch Operation, Problem Solving
Education
State University of New York College at Oneonta
BA
Brian Croutier's Merrill Lynch Experience September 2014 - April 2015
Job
Industry Financial Services
Experience
Merrill Lynch September 2014 - April 2015
Minuteman Press 2009 - 2014
MF Global 1988 - 2008
Skills
Electronic Trading, Marketing, Financial Analysis, Stock Picking, Commodity Pricing, Brokerage, Capital Markets, Commodity, Derivatives, Equities, Finance, Fixed Income, Investments, Options, Series 7
Education
SUNY Oneonta 1984 — 1988
Bachelor of Science (BS), Ecomonics
Merrill Lynch September 2014 - April 2015
Minuteman Press 2009 - 2014
MF Global 1988 - 2008
Skills
Electronic Trading, Marketing, Financial Analysis, Stock Picking, Commodity Pricing, Brokerage, Capital Markets, Commodity, Derivatives, Equities, Finance, Fixed Income, Investments, Options, Series 7
Education
SUNY Oneonta 1984 — 1988
Bachelor of Science (BS), Ecomonics
Damien DiNunzio's Merrill Lynch Experience July 2004 - November 2006
Job Senior Account Manager at Broadridge Financial
Industry Financial Services
Experience
Broadridge Financial Solutions November 2006 - Present
Merrill Lynch July 2004 - November 2006
Bank of America April 1997 - July 2004
Skills
Prime Brokerage, Settlement, Securities, Back Office, Middle Office, Capital Markets, Equities, Derivatives, Trading Systems, Hedge Funds, Banking, Series 7, Swaps, Corporate Actions, Structured Products, Bonds, Series 63, Collateral Management, Bloomberg, Financial Services, Risk Management, Options, Wealth Management, Fixed Income
Education
SUNY Fredonia 1990 — 1994
BA, English
Broadridge Financial Solutions November 2006 - Present
Merrill Lynch July 2004 - November 2006
Bank of America April 1997 - July 2004
Skills
Prime Brokerage, Settlement, Securities, Back Office, Middle Office, Capital Markets, Equities, Derivatives, Trading Systems, Hedge Funds, Banking, Series 7, Swaps, Corporate Actions, Structured Products, Bonds, Series 63, Collateral Management, Bloomberg, Financial Services, Risk Management, Options, Wealth Management, Fixed Income
Education
SUNY Fredonia 1990 — 1994
BA, English
Thomas Mueger's Merrill Lynch Experience May 2013 - January 2014
Job Transition Consultant at American Portfolios
Industry Financial Services
Experience
American Portfolios July 2014 - Present
Merrill Lynch May 2013 - January 2014
Standard & Poor's May 2012 - August 2012
Skills
Bloomberg, Fixed Income, Microsoft Word, Leadership, Public Speaking, Microsoft Office, Teamwork, Marketing, Finance
Education
State University of New York at New Paltz
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Harborfields
American Portfolios July 2014 - Present
Merrill Lynch May 2013 - January 2014
Standard & Poor's May 2012 - August 2012
Skills
Bloomberg, Fixed Income, Microsoft Word, Leadership, Public Speaking, Microsoft Office, Teamwork, Marketing, Finance
Education
State University of New York at New Paltz
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Harborfields
pam kaur's Merrill Lynch Experience March 2011 - June 2011
Job Java Developer at Cablevision
Industry Telecommunications
Experience
Cablevision September 2012 - Present
delias inc January 2012 - August 2012
Verizon July 2011 - December 2011
Merrill Lynch March 2011 - June 2011
Skills
Core Java, Struts framework, Spring 2.0 & 3.0, Web Services, JSP, J2EE Application...
Education
SUNY New Paltz 2009 — 2010
Master of Science (MS), Computer Science
Cablevision September 2012 - Present
delias inc January 2012 - August 2012
Verizon July 2011 - December 2011
Merrill Lynch March 2011 - June 2011
Skills
Core Java, Struts framework, Spring 2.0 & 3.0, Web Services, JSP, J2EE Application...
Education
SUNY New Paltz 2009 — 2010
Master of Science (MS), Computer Science
Gary Katcher's Merrill Lynch Experience 1991 - 1998
Job Chairman, GRK Partners LP / National Trustee, Foundation Fighting Blindness
Industry Investment Management
Experience
Foundation Fighting Blindness November 2013 - Present
GRK Partners LP February 2012 - Present
Knight Capital Group July 2008 - July 2010
Libertas Capital Partners November 2002 - July 2008
RBC Capital Markets 1999 - 2001
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Capital Markets, ABS, High Yield, Venture Capital, Private Equity, Investments, Mergers & Acquisitions, Asset Management, Start-ups, Alternative Investments, Hedge Funds
Education
New York University, Stern School of Business 1984 — 1986
Master of Business Administration (MBA), Finance
State University of New York College at Oneonta 1975 — 1979
Bachelor of Science (B.S.), Business and Geography
Foundation Fighting Blindness November 2013 - Present
GRK Partners LP February 2012 - Present
Knight Capital Group July 2008 - July 2010
Libertas Capital Partners November 2002 - July 2008
RBC Capital Markets 1999 - 2001
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Capital Markets, ABS, High Yield, Venture Capital, Private Equity, Investments, Mergers & Acquisitions, Asset Management, Start-ups, Alternative Investments, Hedge Funds
Education
New York University, Stern School of Business 1984 — 1986
Master of Business Administration (MBA), Finance
State University of New York College at Oneonta 1975 — 1979
Bachelor of Science (B.S.), Business and Geography
Lauren Wojciechowski's Merrill Lynch Experience August 2010 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Convergent Wealth Advisors September 2008 - August 2010
Smith Barney Citigroup May 2006 - September 2008
Skills
Series 7, Alternative Investments, Bloomberg, Asset Management, Financial Accounting, Financial Services, Financial Modeling, Financial Analysis, Equities, Wealth Management, Portfolio Management, Mutual Funds, Investments
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch August 2010 - Present
Convergent Wealth Advisors September 2008 - August 2010
Smith Barney Citigroup May 2006 - September 2008
Skills
Series 7, Alternative Investments, Bloomberg, Asset Management, Financial Accounting, Financial Services, Financial Modeling, Financial Analysis, Equities, Wealth Management, Portfolio Management, Mutual Funds, Investments
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank