Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
State Farm June 2014 - Present
State Farm Insurance March 2010 - June 2014
Sexton Printing May 2007 - February 2010
Merrill Lynch January 2006 - April 2006
Minnesota Thunder 2006 - 2006
Skills
Public Speaking, Event Planning, Sales, Strategy, Marketing, Marketing Communications, Social Media, Customer Service, Strategic Planning, Account Management, Direct Marketing, Marketing Strategy, Email Marketing, Small Business, Direct Sales, Advertising, Sales Management, New Business Development, Management, Salesforce.com, Selling, Sales Process
Education
Bethel University 2003 — 2007
Business and Philosophy, Business
Wheaton Academy 1999 — 2003
High School Degree, College/University Preparatory and Advanced High School/Secondary Diploma Program
Goldman Sachs February 2003 - Present
Goldman Sachs February 2000 - February 2003
Merrill Lynch February 1994 - February 2000
Skills
Risk Management, Financial Services, Operational Risk, Management, Strategy, SDLC, Internal Audit, Auditing, Analytics, IT Strategy, Leadership, Program Management, Financial Risk, Governance, IT Controls, IT Compliance, Organizational..., Technology Change..., Operational Risk..., Internal Controls
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Operations Management, Management of Organizations
Binghamton University
Bachelor of Arts (BA), History
Bronx High School of Science
High School
Deloitte March 2011 - Present
Merrill Lynch October 2009 - March 2011
Deloitte June 2006 - December 2009
Mellon Bank August 2005 - May 2006
Phase Forward December 2004 - August 2005
ViPS January 2004 - November 2004
Merrill Lynch April 2003 - December 2003
NASDAQ January 2003 - April 2003
SSI Technologies September 2002 - December 2002
Education
Bharathidasan University
Master's degree, Computer Programming, Specific Applications
Rainpower July 2012 - Present
Rainpower August 2008 - July 2012
Alstom Power August 2007 - August 2008
GE Energy July 2005 - August 2007
Alpha-Gamma Technologies, Inc June 2003 - July 2005
Nordea Markets July 1999 - August 2000
DNB Markets June 1996 - July 1999
Merrill Lynch 1994 - 1996
Skills
Project Finance, Finance, Microsoft Dynamics NAV, Financial Reporting, Financial Accounting, Managerial Finance, Internal Controls, Financial Analysis, Energy, IFRS, Renewable Energy, Budgets, ERP, Leadership, Internal Audit, Cost Accounting, Cash Management, Hydropower, Controlling, Business Control, Risk Management, Management Consulting, Project Control, Treasury, FX Hedging, FX Derivatives, Revenue Recognition, Manufacturing Finance, Microsoft Excel, Norwegian, International Trade, Project Accounting, Financial Risk, General Ledger, Projects, Financial Forecasting, Management, Microsoft Dynamics, EPC, Employee Management, Trade Finance, QuickBooks, SOX 404, Recruiting, Key Performance..., Construction Accounting, ias 11, Coaching, Navision, Swedish
Education
University of South Carolina - The Moore School of Business 2001 — 2003
Master of Business Administration (MBA), International Business, Excellent
BI Norwegian Business School 1996 — 1997
Project Management, Project Management, Laud
University of South Carolina-Columbia 1991 — 1995
Bachelor of Science (BSc), Accounting, Excellent
University of South Carolina-Columbia 1991 — 1995
Bachelor of Science (BSc), Finance, Excellent
Tata Consultancy Services @ American Express August 2014 - Present
AIG Property and Casualty June 2011 - July 2014
Fulcrum Worldwide January 2006 - July 2014
SHPS March 2010 - May 2011
Merrill Lynch January 2006 - March 2010
Kansas Board of Regents April 2004 - December 2005
Information and Telecommunication Technology Center, KU January 2002 - December 2003
Skills
SQL, Business Analysis, Data Warehousing, Microsoft SQL Server, Data Modeling, Oracle, Business Intelligence, SDLC, Databases, Software Project..., PL/SQL, Requirements Gathering, ETL, Analysis, Project Management, Process Improvement, PMO
Education
New York University 2008 — 2009
Certificate, Business Project Management
The University of Kansas 2001 — 2003
M.S., Computer Science
Bharathidasan University 1996 — 2000
B.E., Computer Science and Engineering
R.S.K Hr. Sec. School 1983 — 1996
Computer Science
Merrill Lynch December 2012 - Present
Integrated Capital Group January 2012 - November 2012
Lab Support, a division of On Assignment April 2012 - September 2012
Maynard's Restaurant September 2011 - May 2012
CIMA Labs June 2011 - August 2011
Medtronic September 2010 - May 2011
Skills
Microsoft Excel, Data Analysis, Customer Service, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Research, Process Improvement, Analysis, Portfolio Management, Public Speaking
Education
Bethel University 2007 — 2011
Chemistry (B.A), Chemistry & Business
Bressler, Amery & Ross, P.C. May 2008 - Present
Merrill Lynch August 2003 - May 2008
kings county district attorney's office 1995 - 2000
Skills
Securities Regulation, Arbitration, Securities Litigation, Commercial Litigation, Litigation, Securities, Civil Litigation, Mediation, Corporate Law, FINRA, Legal Research, Employment Law, Trial Practice, Trials, Legal Writing
Education
Brooklyn Law School 1992 — 1995
JD
Binghamton University 1988 — 1992
BA, Law and Society
Rye High School
Charles Schwab October 2013 - Present
Corinthian Colleges 2011 - September 2013
Genworth Financial 2010 - 2011
Prudential Financial 2007 - 2009
Merrill Lynch 2005 - 2007
New Century Mortgage 2003 - 2005
Skills
Leadership Development, Coaching, Curriculum Development, Team Leadership, Selling, Instructional Design, Performance Management, Training Delivery, Organizational..., Leadership, Training, Management, Sales Management, E-Learning, Employee Training, Sales, CRM, Strategy, Interviews, Cross-functional Team..., Onboarding, Sales Process, Business Process..., Program Management, Team Management, Strategic Planning, Staff Development, Human Resources, Career Development, Call Centers, Time Management, B2B, Talent Management, Executive Management, Budgets, Recruiting, Performance Improvement, Team Building, Employee Benefits, Employee Engagement, Succession Planning, Executive Coaching, Public Speaking, Needs Analysis, Organizational..., Learning Management, Workshop Facilitation, Instructor-led Training, Adult Education, Change Management
Education
Boise State University 2013 — 2016
M.S., Organizational Performance/Workplace Learning GPA 3.95
Western International University 2001 — 2003
MBA, Finance, GPA 3.98
State University of New York at Binghamton
B.S., Management Science
SABIC February 2015 - Present
Deluxe Corporation January 2014 - Present
PCS Residential April 2013 - December 2014
Rels August 2012 - April 2013
Wells Fargo February 2012 - August 2012
Wells Fargo December 2010 - February 2012
Northwestern Mutual January 2010 - June 2010
Merrill Lynch September 2009 - December 2009
Skills
Administrative Work, Mortgage Banking, Sales Process, Sales Process..., Loan Pricing, Communication Skills, Social Networking, Real Estate, Cold Calling, Investments, Sales, Selling, Negotiation, Business Development, Lead Generation, Refinance, Loans, Account Management, Residential Homes, Underwriting, Customer Service, Salesforce.com, FHA, Finance, Mortgage Lending, CRM, Communication
Education
Bethel University 2006 — 2010
Bachelor of Science (BS), International Relations and Affairs
US Army March 2011 - Present
Merrill Lynch 2013 - 2014
William Wood Construction Inc June 2005 - July 2010
Skills
Military Training, Team Leadership, Operational Planning, Air Force, Military Experience, Investments, Security Clearance, Sales Management, Wealth Management..., Strategic Financial..., Investment Research, COIST - Company..., Political Philosophy, Philosophy of Religion, Life Insura, Customer Service, Leadership
Education
University of Minnesota-Twin Cities 2008 — 2012
ARMY ROTC
University of St. Thomas 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Bethel University 2009 — 2011
Business, Political Science
Prime Therapeutics January 2014 - Present
Boom Lab July 2013 - January 2014
Boom Lab September 2012 - June 2013
Boom Lab June 2011 - September 2012
Merrill Lynch January 2011 - May 2011
Bethel University February 2008 - May 2011
Apostle Island Cruises June 2006 - August 2010
Bethel University September 2008 - May 2009
Skills
Training, Business Analysis, Project Planning, Analysis, Economics, Management, Project Coordination, User Acceptance Testing, Management Consulting, Business Process Mapping, Vendor Management, SAP, Finance, Process Consulting, Risk Management, Personal Finance, Issue Management, Pricing Strategy, Product Management, Microsoft Excel, Project Management
Education
Bethel University 2008 — 2011
B.A., Economics and Finance, 3.95/4.0
Saint Cloud State University 2007 — 2007
Merrill Lynch January 1998 - Present
Education
Bethel University
BA, Business Finance
Duluth East High School
Wells Fargo Advisors, LLC November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
Merrill Lynch December 2001 - October 2007
PricewaterhouseCoopers May 1998 - December 2001
Skills
Alternative Investments, ETFs, Fixed Income, Hedge Funds, Municipal Bonds, High Net Worth..., Pension Funds, 401(k), Profit Sharing and..., Stock Options, Managed Futures, Precious Metals, Closed-End Funds, High Net Worth..., Bonds, IRAs, 401k Rollovers, Financial Advisory, Equities, Securities, 401k, Investment Strategies, Mutual Funds, Asset Allocation, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Executive Certificate in Financial Advisory Leadership, Finance and Financial Management Services
Binghamton University 1993 — 1995
BA, Philosophy and Political Science
Stony Brook University 1996 — 1998
MS, Management Science
VALIC July 2012 - Present
Merrill Lynch May 2010 - April 2012
Cooreman Real Estate Group June 2007 - February 2009
Skills
Strategic Financial..., Retirement Planning, Series 7, IRAs, Series 63, Wealth Management, Retirement, Estate Planning, Investment Advisory, Investment Strategies, Fixed Annuities, Asset Allocation, 401k, Mutual Funds, Financial Advisory, Financial Analysis, 401k Rollovers, Uniform Combined State..., College Savings Plans, Securities, Investments, 529 Plans, Series 65, Wealth Management..., Finance, Insurance, Cash Management
Education
Bethel College
Bachelor of Science (B.S.), Organizational Management
LaSalle High School
TS Capital, LLC January 2014 - Present
BNY Mellon April 2012 - January 2014
Bank of New York Mellon July 2007 - April 2012
State University of New York at Binghamton August 2005 - May 2007
Mittal Steel May 2006 - August 2006
Merrill Lynch June 2002 - January 2005
Skills
Unit Investment Trusts, Procedure Development, Client Relations Skills, Maintaining Strong..., Operational Streamlining, Charles River IMS, Accounting System, Microsoft Excel, Public Speaking, Employee Training, Technology Integration, Change Management, Series 7
Education
Binghamton University 2003 — 2007
BS, Finance
Governor's Office of Storm Recovery - State of New York February 2014 - Present
Infineon Capital Management, LLC September 2012 - November 2013
AMDS Consulting Inc. September 2009 - September 2012
BlackRock August 2010 - December 2011
ZAIS 2009 - 2010
Merrill Lynch July 2006 - September 2009
Lehman Brothers July 2001 - July 2006
Morgan Stanley September 1997 - July 2001
Donaldson, Lufkin & Jenrette March 1996 - September 1997
Prudential Securities June 1991 - February 1996
Skills
Technology Leadership, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Valuation, Structured Finance, Risk Management, Analytics, Financial Risk, Python, Credit, Software Project..., Risk Analysis, C++, Fixed Income Analysis, Quantitative Analytics, Emerging Markets, Econometric Modeling, Project Management, Market Risk, Stress Testing, Structured Products, C#, T-SQL, JavaScript, django, jQuery, Bootstrap, Qt, .NET WPF / C#, .NET WCF / C#, Sharepoint 2010/2013, SSAS, OLAP BI Tools, ksh, bash, csh,..., Java, Scala, Play Framework, Xamarin, AngularJS, Bloomberg AIM, Bloomberg API, Dealmaker, Intex API/Desktop
Education
State University of New York at Binghamton 1986 — 1990
BA, History
Merrill Lynch February 1995 - Present
IBM April 1988 - February 1995
IBM August 1982 - April 1988
Education
State University of New York at Binghamton 1984 — 1987
Master of Business Administration (M.B.A.), Marketing
Lehigh University 1978 — 1982
Bachelor of Science (B.S.), Computer Engineering
Merrill Lynch December 2008 - Present
AIG March 2008 - December 2008
Syntel February 2001 - August 2006
CNA Insurance 2004 - 2006
Skills
.NET, ASP.NET MVC, ASP.NET, Sencha, jQuery, jQuery Mobile, Microsoft SQL Server, Oracle SQL, iOS development, Android Development, HTML 5, CSS3, Ext JS, Mobile Applications, JavaScript, Mobile Devices, JSON, WCF, Objective-C, MVC, C#, Design Patterns, SOA, Silverlight, LINQ, Software Project..., CSS, Web Services
Education
Bharati Vidyapeeth 1996 — 2000
Bachelor's degree, Mechanical Engineering, A
Merrill Lynch July 2013 - Present
UBS Investment Bank February 2011 - July 2013
UBS Investment Bank March 2007 - February 2011
Nomura 2004 - 2007
Skills
Relationship Management, Fixed Income, Client Strategy, Operational Risk..., Prime Brokerage, Equity Swaps, Offshore Management, Middle Office, Operational Risk, Strategy, Onboarding, Banking, Equities, Swaps, Hedge Funds
Education
Binghamton University 2000 — 2004
BS, Finance and Economics
Merrill Lynch October 2015 - Present
Morries Buffalo Ford-Mercury June 2012 - September 2013
Skills
Public Speaking, Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Time Management, Customer Service, Research
Education
University of Minnesota-Twin Cities 2015 — 2017
International Finance
Bethel University 2013 — 2015
International Finance
Tompkins Trust December 2009 - Present
Merrill Lynch August 2006 - December 2009
IBM May 2001 - July 2006
Skills
Banking, Financial Analysis, Wealth Management, Retirement Planning, Risk Management, Investments, Portfolio Management, Financial Planning, Asset Management, Finance, Investment Advisory, Series 7, Financial Services, Estate Planning, Investment Strategies, Mutual Funds, Asset Allocation, Securities, Retirement, Equities
Education
Binghamton University 1999 — 2001
Master of Business Administration (MBA), Finance
State University of New York College at Plattsburgh 1996 — 1998
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
alphabroder August 2014 - Present
Heritage Home Group-Thomasville Furniture February 2011 - January 2014
Thomasville Home Furnishings 2011 - 2014
VIP Wireless October 2008 - January 2010
Merrill Lynch June 2007 - August 2007
Skills
Inventory Management, Retail, Customer Service, Inventory Control, Project Management, Dispute Resolution, Account Reconciliation, Accounts Payable, Operational Excellence, Microsoft Excel, Purchasing, Store Operations, Purchase Orders, Account Management, Team Building, Merchandising, Sales, Sales Management, Management, PowerPoint, Cash Management, Vlookup, MS Excel Pivot Tables, Po, Business Objects, Data Analysis, pivot, Inventory Analysis, Return on Investment..., Leadership, Sales Operations, Microsoft Office
Education
State University of New York at Binghamton 2004 — 2008
Bachelor of Science (B.S.), Financial Economics
Life Stages Financial Group July 2009 - Present
Northwestern Mutual 2002 - 2009
Merrill Lynch 1999 - 2002
Skills
Long-term Care, Life Insurance, Coaching, Wealth Management, Retirement Planning, Finance, Investments, Estate Planning, Strategic Financial...
Education
State University of New York College at Plattsburgh 1995 — 1996
M.S., Education
University of Illinois at Urbana-Champaign 1989 — 1992
Political Science
Binghamton University 1984 — 1987
B.A./honors, History, Political Science
Queensbury Union Free School District 1979 — 1982
WHRW August 2011 - May 2015
Goldman Sachs June 2014 - August 2014
Student Association at Binghamton University August 2011 - May 2014
Silver Lane Advisors LLC May 2013 - August 2013
UBS Investment Bank January 2013 - May 2013
Merrill Lynch September 2012 - December 2012
RWTH Aachen University May 2012 - July 2012
Pennington Apothecary May 2009 - August 2010
Skills
Finance, Microsoft Excel, Radio Broadcasting, Microsoft Office, Investment Banking, Team Leadership, PowerPoint, Budgets, Statistics, Access, German, Equity Research, Mergers & Acquisitions, Audacity, Bloomberg Terminal, Customer Service, Booking Shows, Corporate Finance, Comparable Analysis, Financial Analysis, Windows Movie Maker, JavaScript, Editing, Social Networking, DCF Valuation, Financial Modeling, Survey Design, Data Analysis, Prezi, SAS, Capital IQ, Concerts, Promoters, Event Planning, Valuation, Investments, Media Planning
Education
Binghamton University 2011 — 2015
Bachelor of Science (B.S.), Financial Engineering
Rheinisch-Westfälische Technische Hochschule Aachen / RWTH Aachen 2012 — 2012
International Finance
Hopewell Valley Central High School 2007 — 2011
Thomson Reuters September 2014 - Present
Merrill Lynch May 2010 - August 2014
UBS Investment Bank May 2009 - May 2010
General Motors March 2008 - May 2009
Goldman Sachs February 2006 - February 2008
iNautix Technologies February 2004 - February 2006
Skills
Java, Threads, Electronic Trading, Order Management, Market Data, Trading Systems, Equities
Education
Institute Of Chartered Financial Accountants Of India 2007 — 2008
PGDM, Management
Bharathidasan University 1999 — 2003
Bachelors in Engineering, Computer Science
Sacred Heart Convent HIgher Secondary School 1985 — 1999
Higher Secondary
Citi August 2010 - Present
ApartmentBids.com September 2008 - May 2012
Walker & Dunlop March 2008 - August 2008
Merrill Lynch October 2005 - February 2008
Cambridge Realty Capital July 2001 - October 2005
Interbank June 1997 - July 1999
Skills
Healthcare, Asset Managment, Loans, Credit, Investment Banking, Loan Origination, Investors, Due Diligence, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Real Estate, Investments, Underwriting, Mergers, Private Equity, Finance, Real Estate Economics, Credit Analysis, Bonds, Affordable Housing, LIHTC, Credit Enhancement, Seniors Housing, Assisted Living, Independent Living
Education
University of Illinois at Chicago 1999 — 2001
MBA, Finance, Accounting
Bilkent University 1993 — 1997
BS, Business
a MetLife Office June 2008 - April 2010
Merrill Lynch January 2001 - December 2005
Prudential Securities May 1984 - December 2000
Skills
Strategic Financial..., Financial Reporting, Financial Services, Management, Financial Analysis, Investment Advisory, Accounting, Tax Returns, Auditing, Payroll, Income Tax, Financial Planning
Education
State University of New York at Binghamton 1967 — 1969
M.S., Accounting
National Taiwan University 1962 — 1966
B.A. in Business Administration, Accounting & Banking
Wyndham Worldwide / RCI July 2007 - Present
Cognizant July 2007 - January 2009
GE Rail August 2006 - July 2007
satyam computer services December 2003 - July 2007
Merrill Lynch September 2005 - August 2006
Reuters April 2004 - September 2005
TIFAC-CORE May 2002 - December 2003
Trec-Step - Regional Engineering college November 2001 - April 2002
Microcode system July 2000 - October 2001
Skills
Oracle Coherence, Enterprise Solutions, Web Infrastructure, Solaris, Infrastructure, Enterprise Software, VMware Infrastructure, Oracle ESB, Project Management, Performance engineering, IT Infrastructure Design, Infrastructure Capacity..., IT Strategy, Financial Analysis, Ca wily, Unix, SDLC, Vendor Management, Performance Engineering, Servers, System Administration, Apache, IIS, Cluster, Linux, Weblogic, HP-UX, Networking, PMP, Middleware, Solution Architecture, SOA, Information Technology, Virtualization, HP, Data Center, Cloud Computing, Strategy, VMware, Requirements Analysis, Integration, IT Management, Java Enterprise Edition, ITIL, Oracle, Security, VMware ESX, Red Hat Linux, Active Directory, Tomcat
Education
Stevens Institute of Technology 2013 — 2015
Executive MBA, Technology Managment
Stevens Institute of Technology 2011 — 2013
Master of Science (M.S.), Technology Management
Bharathidasan University 1995 — 1999
Bachelor of Engineering, Electronics and commnications
Bharathidasan University 1994 — 1995
B.Sc, Bachelor in science - Physics
Federal Aviation Administration - FAA February 2015 - Present
Teachers Federal Credit Union March 2012 - February 2015
Smithtown Landing Country Club July 2007 - August 2011
United States Military Academy April 2009 - May 2011
Merrill Lynch May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Eviews, HTML, Salesforce CRM, Adobe Creative Suite, iWork, Microsoft PowerPoint, Microsoft Project, Microsoft Outlook, Automotive Repair, Automotive Restoration, Automotive Aftermarket, Marketing, Social Networking, Data Analysis, Research, Public Speaking, Event Planning, Facebook, Leadership, Social Media, Social Media Marketing, Spreadsheets, Advertising, Windows, Critical Thinking, Email Marketing, Access, Risk Management, Sales, Teamwork, Customer Service, Editing, PowerPoint, Outlook
Education
State University of New York at Binghamton 2007 — 2011
Bachelor of Science, Financial Economics
Sachem North High School 2003 — 2007
Visium Asset Management November 2012 - Present
Touradji Capital Management, LP October 2005 - December 2011
Aviator Fund Management, LP November 2004 - October 2005
Citco Fund Services August 2003 - October 2004
Merrill Lynch June 2000 - May 2003
Skills
Commodity Markets, Equities, Options, Futures, Swaps, Fixed Income, Derivatives, Bonds, FX trading, FX Options, CDS, Bloomberg, Advent Geneva, Eze Castle, Sophis, Aexeo, Kiodex, Collateral Management, Risk Management, P&L Oversight, Data Management, Middle Office, Hedge Funds, Fund Of Funds, Family Office, Margin, Product Control, P&L Analysis
Education
SUNY Binghamton 1996 — 2000
Bachelor's degree, Economics
RBC Capital Markets 2013 - 2014
Piper Jaffray 2008 - 2013
Bank of America 2005 - 2008
Deutsche Bank 2001 - 2005
Merrill Lynch 1994 - 2001
Skills
Program Trading, Electronic Trading, Trading, Hedge Funds, Mutual Funds, Equity Trading, Derivatives, Series 7, Market Structure, Portfolio Optimization, Trading Systems, Bloomberg, Capital Markets, Financial Markets, Portfolio Management, Options, Equity Derivatives, Spreadsheets, Microsoft Excel, Fixed Income, Equity Research, Asset Allocation, Investment Banking, Securities, Indexing, Asset Management, Financial Modeling, Fundamental Analysis, Rebalancing, Technical Analysis, Quantitative Research, Sales, Portfolio Performance..., Trading Strategies, Series 63, Equities
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance, General
University of Virginia
B.S., Commerce, concentration in finance
Binghamton University
Family Resource Management Studies, General
MSCI Inc. November 2014 - Present
Markit Group January 2008 - March 2014
Merrill Lynch July 2006 - August 2007
Merrill Lynch May 2005 - August 2005
Skills
ETFs, Fixed Income, Equities, Derivatives, Credit Derivatives, Equity Derivatives, Financial Markets, Capital Markets, Investments, Mutual Funds, Market Data, Valuation, Bloomberg, Interest Rate..., Reference Data, PMI, Visual Analytics
Education
Binghamton University 2002 — 2006
BS, Computer Science, Biochemistry
Hudson's Furniture October 2010 - Present
Merrill Lynch July 1995 - June 2010
Skills
Sales Process, Sales, New Business Development, Series 6, Account Management, Retail
Education
Univ. of Pittsburgh School of Law 1970 — 1973
JD, Labor Law
Bethany College 1965 — 1969
BA, Economics
Allderdice HS
Allderdice HS
? December 2011 - Present
SlipStream Consulting, LLC January 2011 - Present
Univerisity of west florida July 2009 - Present
Database Journal February 2003 - Present
Global leading Investment Firm November 2005 - January 2011
Jefferies & Company August 2004 - November 2005
Merrill Lynch September 2002 - August 2004
PC Connection March 2002 - August 2002
PurchaseSoft, Inc July 2001 - February 2002
Boston Financial Data Services August 1999 - September 2000
Skills
Database Administration, Performance Tuning, Database Design, Databases, Microsoft SQL Server
Education
CSM IGS - TASMAC 1995 — 1997
MBA, Personnel Management
Bharathidasan University 1992 — 1996
BBA, Business Administration/ computer science
National College 1992 — 1995
BBA
Piper Jaffray July 2009 - Present
Piper Jaffray November 2009 - March 2011
Merrill Lynch March 2008 - December 2009
HSBC 2007 - 2008
Skills
Securities, Sales, Fixed Income, Bonds, Preferred Stock, Hybrids, tier 1, lower Tier II, Capital Markets, Hedge Funds, insurance companies, Money Managers
Education
Binghamton University 2003 — 2007
B.A., English
JLL June 2014 - Present
Joseph Armano Real Estate January 2007 - Present
DTZ August 2011 - June 2014
CresaPartners March 2010 - August 2011
Helmsley Spear March 2009 - January 2010
Coldwell Banker July 2005 - January 2007
Sothebys International Realty June 2004 - July 2005
Merrill Lynch 1999 - 2002
ING 1998 - 1999
OppenheimerFunds March 1992 - November 1994
Skills
Real Estate, Commercial Real Estate, Leases, Investors, Investments, Brokerage, Asset Managment, Property, Valuation, Real Estate Economics, Tenant, Corporate Real Estate, Residential Homes, Real Estate Development, Investment Properties, Disposition, Real Estate Transactions, Negotiation, Due Diligence, Sales, Finance, Real Estate Financing, Tenant Representation, Land Acquisition, International Real...
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Binghamton University 1983 — 1987
BA, Economics
Citi Habitats June 2013 - Present
World TEFL Association March 2013 - May 2013
SET Education May 2012 - October 2012
RBS Global Banking & Markets March 2007 - February 2012
HSBC November 2004 - December 2006
Merrill Lynch May 2000 - October 2004
INROADS 1998 - 2000
Skills
Performance Management, Investment Banking, Talent Management, Talent Acquisition, Recruiting, Vendor Management, CRM, Training, Onboarding, Employee Engagement, Succession Planning, Relationship Management, Human Resources, Employee Relations, Real Estate, Real Estate Transactions, Real Estate Sales..., Sales, Program Management, Management, Coaching, Customer Service, Finance, Investments, Leadership, Marketing, Public Speaking, Social Media, Team Leadership
Education
Binghamton University 1996 — 2000
Bachelor of Science (BS), Human Development
Binghamton University 1996 — 2000
Bachelor's degree, Human Resources Development
AIG March 2012 - Present
Fannie Mae July 2011 - December 2011
Merrill Lynch March 2011 - July 2011
Axletrees Inc March 2009 - February 2011
IBC July 2007 - February 2009
Axletrees December 2006 - June 2007
Fannie Mae Foundation April 2006 - December 2006
Freddie Mac 2005 - 2006
eBusiness Application Solutions January 2005 - January 2005
Skills
Rules Engines, Property & Casualty..., Interface Builder, Banking, Telecommunications, Finance, Accounting, Healthcare, Mortgage Lending, SDLC, Business Analysis, Requirements Analysis, PMP, Business Requirements, Business Process, SharePoint, PMO, Process Engineering, Project Planning, Quality Center, Requirements Management, ITIL, Project Management, Business Process Design, RUP, Analysis, Software Project..., Business Intelligence, User Acceptance Testing, Process Improvement, Visio, Business Process..., Business Process...
Education
State University of New York at Binghamton 2002 — 2004
Master's degree, Electrical and Electronics Engineering
VESP 1998 — 2001
Bachelor's degree, Electronics Engineering
Self-employed September 1999 - Present
Merrill Lynch January 1989 - Present
Domestic Abuse Project October 1998 - October 1999
Wooddale Church 1988 - 1989
Skills
Public Speaking, Leadership, Psychotherapy, Leadership Development, Published Author, Writing, Nonprofits, Coaching, Mental Health, Customer Service, Team Building
Education
Bethel University 1997 — 1999
Master of Arts (MA), Counseling Psychology
Northwestern College 1995 — 1997
Bachelor's degree, Psychology
University of St. Thomas 1988 — 1988
The Befriender Ministry Program, Lay Ministry, Completed
Merrill Lynch June 2014 - September 2014
Ben & Jerry's July 2007 - January 2014
Bay Deli February 2006 - January 2014
Craft Service NYC May 2013 - August 2013
Skills
Management, Customer Service, Leadership, Social Media, PowerPoint, Microsoft Excel, Teamwork, Data Analysis, Event Planning, Microsoft Office, Microsoft Word, Critical Thinking, Market Research, Java, Fitness, Humorist, Entrepreneurship, Public Speaking, Research, Marketing, Risk Assessment, Fundraising, Spanish, Time Management, Finance, Sales, Economics, Nutrition, MIS, Strategic Planning, Communication, Language Arts, Writing, Employee Training, Affiliate Marketing, SEO, Keyword Advertising, Information Management, Microsoft SQL Server, C++, C#, Visual Basic, Fishing, Snowboarding, Swimming
Education
State University of New York at Binghamton 2010 — 2014
Bachelor of Science (B.S.), Finance, Management Information Systems, Minor in Health & Wellness
Huntington High School 2006 — 2010
Tennant Company May 2014 - Present
Target April 2012 - April 2014
Boston Scientific April 2008 - April 2012
First American Funds 2005 - April 2008
ACI Telecentrics, Inc 2001 - 2004
Merrill Lynch 1999 - 2001
Skills
Strategy, Management, Pricing, CRM, Pricing Strategy, Product Launch, Strategic Planning, Leadership, Integrated Marketing, Cross-functional Team..., Process Improvement, Project Management
Education
Bethel University 1995 — 1999
BA, Business Management
Amazon January 2013 - Present
Jess David Inc. Home Shopping Network (HSN) Supplier June 2005 - December 2012
Deutsche Bank 2002 - 2004
Merrill Lynch 1999 - 2002
AllianceBernstein 1997 - 1999
Anixter 1995 - 1997
Skills
Global Business..., Product Costing, Contract Pricing, Capital Budgeting, Financial Reporting, Supplier Negotiation, Contract Manufacturing, Global Sourcing, Product Development, Design for Manufacturing, Concept to Launch
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
State University of New York at Binghamton 1990 — 1995
Bachelor of Arts (B.A.), Biology, General
Newell Rubbermaid February 2015 - Present
ePharmaSolutions April 2014 - Present
Sanofi November 2012 - April 2014
PVH June 2011 - November 2012
Merck March 2011 - June 2011
Merrill Lynch November 2009 - March 2011
VI Engineering March 2008 - July 2009
Thomson Reuters July 2006 - January 2008
VI Engineering June 2002 - August 2006
Skills
Windows Azure, SharePoint, C#, .NET, Microsoft Office..., SharePoint Designer, Microsoft SQL Server, ASP.NET, SDLC, TFS, SSRS, WCF, Web Services, IIS, XML, Visual Studio, SharePoint Server, LINQ, T-SQL, Hadoop, Big Data, Python, Java
Education
Bharathiar University 1998 — 2002
Bachelor of Engineering (B.E.), Computer Science
Bishop Ubagarasamy Hr. Sec School 1992 — 1998
WithumSmith+Brown, PC June 2009 - Present
Baruch College January 2012 - Present
Merrill Lynch September 2007 - June 2009
US Trust September 1999 - August 2007
PricewaterhouseCoopers May 1989 - August 1999
Bessemer Trust July 1983 - April 1989
Arthur Young June 1980 - June 1983
Skills
Income Tax, Accounting, Tax, Philanthropy, Strategic Financial..., Asset Management, CPA, Due Diligence, Estate Planning, Finance, Financial Accounting, Financial Advisory, High Net Worth..., Investments, Leadership, Private Foundations, Risk Management, Tax Advisory, Tax Preparation, Wealth, Wealth Management, Partnership Taxation
Education
Binghamton University 1976 — 1980
BS/BA, BS - Accounting; BA - Economics
College for Financial Planning
CFP® Professional, CFP Professional Education Program
The American College 2011 — 2012
Chartered Advisor in Philanthropy
Arch Re Facultative Underwriters, Inc. April 2007 - Present
Gen Re August 2000 - April 2007
Merrill Lynch May 1999 - May 2000
Skills
Reinsurance, Underwriting, Excess, Inland Marine, Property, Business Analysis
Education
University of St. Thomas - Opus College of Business 2003 — 2006
MBA
Bethel University 1997 — 2000
BS
Delta Dental January 2008 - Present
AOL 2008 - 2008
Merrill Lynch December 2006 - October 2007
Covansys March 2004 - December 2006
Vergil technology pvt ltd March 2001 - March 2004
American Cybersystems 2001 - 2004
Education
Bharathidasan University 1994 — 1998
BE, Computer Science
Mezzobit April 2015 - Present
Viacom March 2013 - April 2015
Brightcove February 2012 - December 2012
AMC Networks August 2011 - February 2012
The Newsweek/Daily Beast Company LLC September 2009 - August 2011
Thomas Publishing February 2008 - September 2009
Citigroup April 2005 - May 2007
Satyam April 2004 - April 2005
Merrill Lynch October 1999 - April 2004
Merrill Lynch October 1995 - October 1999
Skills
Digital Media, Agile Project Management, Product Development, Program Management, Business Analysis, Information Architecture, Portfolio Management, Rational, Integration, Mobile Applications, User Interface Design, Scrum, Quality Center, Cloud Computing, E-commerce, Omniture, Product Management, SEO, Salesforce.com, Content Management, Requirements Analysis, Project Management, Strategic Partnerships, Software Project..., Web Analytics, Social Media, CMS, SQL, Online Advertising, Process Improvement, SDLC, XML, SaaS, Vendor Management, Mobile Devices, Software Development, Analytics, User Experience, Digital Marketing, Agile Methodologies, Java, Digital Project..., Cross-functional Team..., Web Video, CRM, PMO, Strategy
Education
Binghamton University 1986 — 1990
BS, Finance, Computer Science
TIAA-CREF August 2009 - Present
Frontier Airlines June 2009 - July 2009
Ultimate Electronics August 2002 - October 2008
ToolCASE Computing August 1994 - July 2002
Sanwa Bank May 1993 - August 1994
Merrill Lynch August 1991 - May 1993
Skills
SQL, Enterprise Architecture, Business Intelligence, SDLC, Requirements Gathering, Databases, Merchandising, Finance, Vendor Management, Forecasting, Management, Project Planning, Employee Relations, Visio, Integration, Accounting, Software Project..., Sales, Agile Methodologies, Requirements Analysis, Time Management, Process Improvement, Business Analysis, Data Modeling, Marketing, Employee Benefits, Data Warehousing, Oracle Applications, Interviews
Education
University of Colorado Boulder 1994 — 1996
MS, Aerospace Engineering
Binghamton University 1986 — 1990
Mahopac High School 1982 — 1986
Permanens Capital March 2015 - Present
Bambino Ravioli Pastificio 2014 - Present
Conifer Financial Services March 2013 - February 2015
US Pharma Lab Inc March 2011 - March 2013
New York Life Insurance Company June 2009 - March 2011
Merrill Lynch January 2008 - June 2008
Skills
Hedge Funds, Mutual Funds, Fixed Income, Equities, Performance Analysis, Investment Strategies, Asset Management, Asset Allocation, Finance, Accounting, Fund Administration, Portfolio Management, Wealth Management, Estate Planning, Retirement Planning, Purchasing Negotiation, Leadership
Education
Binghamton University 2011 — 2012
Master of Business Administration (MBA), Finance/Management, 3.80
Fordham University 2006 — 2008
Bachelor of Science (BS), Business Administration/Finance, 3.81
Merrill Lynch June 2015 - July 2015
Stratasys February 2015 - May 2015
Affinity Plus Federal Credit Union June 2014 - October 2014
AccountAbility Minnesota January 2014 - April 2014
Exceed Hockey June 2011 - August 2013
Skills
Leadership, Teamwork, Time Management, Mathematics, Finance, Managerial Finance, Critical Thinking, Microsoft Office, Business
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2016
Master’s Degree, Master of Science in Finance
Bethel University 2012 — 2015
Bachelor of Arts (BA), Economics and Finance, 3.63
EY July 2015 - Present
EY June 2014 - August 2014
Angel Advantage Center July 2010 - May 2014
Original Penguin December 2012 - January 2013
Merrill Lynch October 2010 - January 2011
Skills
Information Technology, Project Management, Technology Management, Writing, Teaching, Visio, Microsoft Excel, Research, Manage Client..., Sales, Market Research, Product Development
Education
Binghamton University 2011 — 2015
B.S., Accounting, Management Information Systems
Hunter College High School 2007 — 2011
Oceaneering June 2015 - Present
BP March 2013 - April 2015
Merrill Lynch September 2012 - March 2013
Prudential Real Estate Services Company December 2003 - August 2012
USA, INDIA March 1998 - November 2003
El Paso 2001 - 2003
DSQ Software April 1996 - March 1998
Orbit Est for Contracting May 1993 - August 1995
Skills
Project Management, Systems Analysis, Database Design, Microsoft SQL Server, SDLC, Software Project..., Agile Methodologies, Software Development, Requirements Analysis, .NET, SQL, Oracle, ASP.NET, Business Analysis, C#, Databases, TFS, WCF, PL/SQL, T-SQL, JavaScript, Data Warehousing, SSRS, VB.NET, LINQ, Web Services
Education
Bharathidasan University 1988 — 1992
Bachelor of Engineering (B.E.), Computer Engineering
Bharathidasan University 1988 — 1992
Bachelor of Engineering (BE), Computer Software Engineering
Sands Capital Management May 2015 - Present
Sands Capital Management June 2010 - Present
AXA Advisors January 2010 - May 2010
Merrill Lynch June 2007 - March 2009
Merrill Lynch September 2008 - September 2008
GRAMEEN BANK May 2006 - July 2006
American Express Bank May 2004 - July 2004
Skills
Wealth Management, Portfolio Management
Education
Bethany College 2004 — 2007
Bachelors in Art, International Economics & Spanish
UPS Supply Chain Solutions June 2014 - Present
DATA Inc. September 2013 - Present
Merrill Lynch October 2013 - May 2014
GrayHair Software, Inc. March 2013 - September 2013
iNautix Technologies, a Bank of New York Mellon company March 2011 - January 2013
Lionbridge November 2009 - February 2011
Nuware June 2007 - November 2009
IRIS Infotech September 2002 - August 2004
Skills
ASP.NET, .NET, C#, WCF, ADO.NET, Web Services, Microsoft SQL Server, WinForms, AJAX, VB.NET, XML, jQuery, XSLT, SQL, Entity Framework, JavaScript, Oracle, SOA, PL/SQL, Agile Methodologies, Crystal Reports, SSRS, ASP.NET MVC, SSIS, Enterprise Architecture, MVC, Consulting, SDLC, Databases, Sybase, LINQ, MySQL, Design Patterns, UML, Adobe Flex, RESTful WebServices, JSON, SOAP, IIS, Architectures, Web Development, Software Development, Requirements Analysis, Bootstrap, AngularJS
Education
Bharathiar University 2004 — 2007
Master of Computer Applications (M.C.A.), Computer Application
ET & T Corporation 2001 — 2002
APGDCA, Computer
University of Calicut 1997 — 2001
Bachelor's Degree, Finance, General
Accenture Software for P&C Insurance June 2013 - Present
NYK Logistics November 2012 - May 2013
Origin Digital March 2011 - November 2012
AHOYCAPTAIN.COM February 2003 - May 2011
ACS June 2007 - February 2011
NJ Food Bank "Blue Jean Ball" ad book January 2001 - January 2006
Churchill & Harriman for Ortho Biotech May 2002 - December 2002
Merrill Lynch September 1999 - August 2001
UPS 1992 - 1998
Trecom Business Systems January 1992 - January 1993
Skills
Streaming Media, Strategic Communications, User Interface Design, Content Management, Business Analysis, Requirements Gathering, Business Requirements, SEO, E-commerce, Editing, Agile Methodologies, Digital Media, Testing, Software Documentation, Usability Testing, XML, CMS, CRM, Requirements Analysis, Strategy, Mobile Applications, Web Project Management, Newsletters, Marketing, Visio, Digital Marketing, Agile Project Management, Management, User Experience, SDLC, Web Content Management, Digital Strategy, Product Management, SaaS, Scrum, Content Strategy, MS Project, Software Project..., Social Media, Analytics, HTML, Web Analytics, Vendor Management, New Media, Mobile Devices, Social Media Marketing, Email Marketing, Online Advertising, Multimedia, Social Networking
Education
Bethany College 1983 — 1987
Communication, General
Bethany College, Bethany WV and Seton Hall University
B.A, Communications
Bank of America March 2015 - Present
Barclays Investment Bank October 2014 - March 2015
Amerisoftpro Systems July 2014 - March 2015
New York City July 2014 - October 2014
Tata Consultancy Services May 2006 - July 2014
Merrill Lynch May 2006 - July 2014
Bank of America May 2006 - July 2014
Infitech October 2005 - May 2006
Mindware November 2004 - September 2005
Skills
Java, Multithreading, Collections, Java Concurrency, Java RMI, JDBC, Oracle, PL/SQL, JMS, MQSI, XML, XForms, XSLT, Web Services, Servlets, Unix, Unix Shell Scripting, Linux, Spring, Hibernate, Autosys, Python
Education
Bharathidasan University 1997 — 2001
Bachelor of Engineering (B.E.), Computer Science
De Britto Higher Secondary School 1996 — 1997
HSC, Mathematics and Computer Science
De Britto Higher Secondary School 1994 — 1995
SSLC, General Studies
Morgan Stanley January 2012 - Present
Morgan Stanley September 2007 - January 2012
Merrill Lynch May 2006 - September 2007
Skills
Proficient in..., Advanced in most...
Education
Brooklyn Law School 2002 — 2005
Juris Doctor, Law
State University of New York at Binghamton 1995 — 1999
Bachelor of Science, Dual concentration in Management Information Systems and Marketing
Merrill Lynch May 2015 - Present
Highmark Inc. March 2013 - May 2015
Skills
Microsoft Office, Customer Service, Leadership, Microsoft Excel
Education
Bethany College 2007 — 2011
Bachelor's Degree, Fine/Studio Arts, General
JPMorgan Chase September 2013 - Present
Aberdeen Asset Management formerly Artio Global Investors January 2009 - August 2013
Alltech Consulting Services, Inc September 2008 - January 2009
KPMG April 2008 - September 2008
Sogeti USA September 2007 - September 2008
Satyam Computers June 2004 - September 2007
Merrill Lynch June 2004 - September 2007
Thapovan Computers June 2002 - June 2004
Skills
SharePoint, .NET, Microsoft SQL Server, ASP.NET, WCF, C#, SDLC, Web Services, BizTalk Server, IBM Websphere MQ, XML, Microsoft Office..., BizTalk, VB.NET, Software Development, Requirements Gathering, Microsoft Technologies, Enterprise Architecture, SSRS, SSIS, SSAS, SQL, T-SQL, Windows Server, Solution Architecture, Windows Services, MSMQ, SharePoint Designer, IIS, Salesforce, DTS, Nintex Workflow, XSLT, ActiveMQ, JQuery, Business Intelligence, Consulting
Education
Institute for Technology and Management (Affl to Southern New Hampshire University, USA) 2000 — 2002
M.S, Computer Information Systems
Bharathiar University 1996 — 2000
B.E, Mechanical Engineering
Webroot February 2014 - Present
J.P. Morgan Asset Management October 2012 - February 2014
Simons Foundation November 2011 - September 2012
Dow Jones May 2008 - July 2011
Metropolitan Life Insurance Company December 2007 - May 2008
Merrill Lynch September 2007 - December 2007
Right Media April 2006 - October 2006
Franklin Hospital Medical Center January 2003 - April 2006
American Home Mortgage November 1999 - January 2003
American Institute of Physics January 1996 - November 1999
Skills
Visio, Project Management, Relationship Management, CRM, UAT, SDLC, Clarity, Agile, IT Operations, Agile Methodologies, Software Project..., Infrastructure Project..., User Experience, Vendor Management, Integration, Content Management, User Acceptance Testing, Software Documentation, Management, Analysis, Software Development
Education
University at Buffalo 1997 — 2000
MLS, Library Science
State University of New York at Binghamton 1990 — 1994
B.A., History
UBS Wealth Management November 2008 - Present
Morgan Stanley August 2004 - November 2008
Merrill Lynch April 2000 - August 2004
Education
Binghamton University 1987 — 1994
Johnson & Johnson Health and Wellness Solutions, Inc. September 2015 - Present
Weill Cornell Medical College July 2014 - August 2015
John Wiley and Sons November 2013 - July 2014
Shell January 2013 - November 2013
Commonwealth of Massachusetts May 2012 - October 2012
MFS Investment Management May 2010 - May 2012
Merrill Lynch January 2010 - May 2010
ITC Infotech April 2004 - January 2010
CSC May 2003 - April 2004
Sutherland Technologies April 2002 - May 2003
Skills
ITIL, VMware, SharePoint, Vendor Management, SDLC, Disaster Recovery, Virtualization, Unix, Integration, Solaris, Active Directory, Business Analysis, Servers, Microsoft SQL Server, Windows Server, IT Strategy, SQL, Sybase, Project Management, Requirements Analysis, Solution Architecture, Enterprise Architecture, Data Center, Infrastructure, Citrix, DNS
Education
Bharathiar University 2001 — 2002
Msc, Info Sci & Management
Shankar Higher Secondary School 1986 — 1992
HSC
Merrill Lynch 2002 - Present
Scandent Solutions April 2001 - Present
Mphasis January 1998 - March 2001
Datacons Private Limited January 1996 - December 1997
Skills
SDLC, Software Project..., Solution Architecture
Education
Bharathiar University 1995 — 1998
Scotiabank July 2010 - January 2014
HFG Healthcare Finance Group, LLC October 2008 - October 2009
IR Japan May 2008 - October 2008
Merrill Lynch May 2007 - August 2007
Skills
Bloomberg, Financial Analysis, Credit Analysis, Financial Modeling, Portfolio Management, Investments, Risk Management, Equities, Relationship Management, Due Diligence
Education
State University of New York at Binghamton 2004 — 2008
Bachelor's Degree, Economics
UBS October 2009 - Present
Merrill Lynch 2005 - 2009
Merrill Lynch 2001 - 2003
Merrill Lynch 1999 - 2001
Merrill Lynch 1995 - 1998
Skills
Portfolio Management, Asset Management, Equities, Wealth Management, Investment Banking, CRM, Asset Allocation, Competitive Analysis, Financial Advisory, Trading, Investments, Series 7, Fixed Income, Alternative Investments, Hedge Funds, Securities, Capital Markets, Financial Modeling, Retirement Planning, Financial Services
Education
Texas Christian University - M.J. Neeley School of Business 1980 — 1982
MBA, Finance
Bethany College 1976 — 1980
BA, Economics
Merrill Lynch February 2013 - Present
Rutgers University August 2010 - January 2013
Rutgers University January 2011 - December 2012
Broadcom September 2011 - January 2012
Amdocs July 2009 - August 2010
Tech Mahindra August 2007 - July 2009
Skills
C, Java, Hadoop, SQL, Perl, XML, Drupal, HTML + CSS, Andriod Application..., Linux System Programming, MapReduce, MySQL, HTML, PHP, J2EE, Linux, Unix, Eclipse, CSS, Solr, Nutch, Lucene
Education
Rutgers University-New Brunswick 2010 — 2012
M.S., Computer Science
Bharati Vidyapeeth 2003 — 2007
B.E., Mechanical Engineering
ARJENT July 2013 - Present
Prudential Financial July 2010 - December 2011
Merrill Lynch January 2005 - June 2010
Prudential Financial June 2003 - December 2004
Beneficial Financial (HSBC) October 2001 - May 2003
City Bank. February 2001 - October 2001
Skills
Investments, Mutual Funds, Financial Advisory, Wealth Management, Strategic Financial..., Retirement, Series 7, Retirement Planning, Portfolio Management, Securities, Asset Management, Mortgage Lending, Series 66, Series 26, Stocks, Bonds, Alternative Investments, Financing, Insurance, Mortgages, Annuities, Asset Allocation, Equities, Life Insurance, Investment Strategies, IRAs, 401k, Long-term Care, Investment Advisory, Financial Services, Credit, Financial Planners, Banking, Finance, Wealth Accumulation, Loans, Variable Annuities, Risk Management, Wealth, Residential Mortgages, Loan Origination, Refinance, Options, Wealth Management..., Fixed Income, Credit Analysis, FINRA, Term Life Insurance, Financial Analysis, Disability Insurance
Education
Hawaii Pacific University 1998 — 1999
Master of Business Administration (M.B.A.), Finance, 3.75 / 4.00
Bilkent University 1993 — 1998
BS, Economics
Center Pointe Wealth Management, LLC May 2009 - Present
Merrill Lynch November 1996 - May 2009
U.S. Navy (Active Duty & Reserve) August 1980 - November 2005
Air Products and Chemicals, Inc January 1986 - October 1996
Education
Bethany College 1976 — 1980
B.A., Economics
Uniondale High School 1973 — 1976
Northwestern Mutual December 2009 - Present
Merrill Lynch August 2009 - December 2009
Minnesota DFL Party June 2009 - September 2009
World Vision June 2007 - August 2007
Education
Bethel University 2006 — 2010
Economics, International Relations
University of Minnesota-Twin Cities
Economics
Merrill Lynch June 2000 - May 2015
BMG Columbia House 1998 - June 2000
James D Miller and Co, CPA's January 1997 - June 1998
Skills
Disaster Recovery, Enterprise Architecture, ITIL, IT Strategy, Networking, Team Leadership, Project Management, Process Improvement, Security, Leadership, Data Center, IT Management, SDLC, Vendor Management, Business Continuity, Infrastructure, Management
Education
Binghamton University
Bachelor of Science (B.S.), Accounting and Management Information Systems
Qv21 Technologies, Inc. August 2014 - March 2015
MicroMain Corporation September 2012 - August 2014
Dell (via Pyramid Consulting) February 2012 - August 2012
Lower Colorado River Authority January 2011 - February 2012
LCRA January 2005 - January 2011
LCRA August 2001 - January 2005
Binghamton University August 1999 - May 2001
Merrill Lynch June 1999 - August 1999
Skills
C#, XML, JavaScript, Microsoft Office, Microsoft SQL Server, HTML 5, ASP.NET, WPF, HTML, CSS, JSON, AJAX, SQL Server, SQL, ArcGIS for Server, ArcGIS for Desktop, ArcGIS API for..., Google Maps JavaScript..., Adobe Creative Suite, Adobe Photoshop, Adobe Illustrator, Mobile Applications, jQuery, jQuery Mobile, MVC, Razor
Education
Binghamton University 1999 — 2001
Master of Arts, Geographic Information Systems
Binghamton University 1996 — 1999
Bachelor of Arts, Geography and Urban Planning/Sociology
PetSmart January 2013 - Present
Cognizant Technology Solutions July 2012 - January 2013
Cognizant Technology Solutions May 2010 - August 2012
Cognizant Technology Solutions August 2006 - May 2010
TCS November 2002 - July 2006
Merrill Lynch November 2002 - July 2006
Zycus April 2001 - October 2002
Homeline Logistics 1998 - 2000
Skills
SOA, Software Project..., Solution Architecture, Distributed Systems, Web Services, Enterprise Architecture, XML, Cloud Computing, .NET, Microsoft SQL Server, Design Patterns, C#, Software Design, Data Modeling, OOAD, ASP.NET, Application Architecture, EAI, SaaS, Agile Methodologies, SDLC, Java Enterprise Edition, Enterprise Software, Agile Project Management
Education
Bharati Vidyapeeth 1995 — 1998
Bachelor in Computer Science
Radio Electric Institute 1992 — 1995
Diploma in Electronics and Video Engineering
Andhra Education Society's High School & Jr. College 1979 — 1991
High School
Cerberus Capital Management 2008 - Present
Merrill Lynch 2004 - 2008
Clifford Chance 2002 - 2004
Pillsbury Winthrop 2000 - 2002
Pillsbury Winthrop 1989 - 2000
Education
Harvard Law School 1986 — 1989
Juris Doctor (J.D.)
Binghamton University
Bachelor’s Degree, with honors
New York University
Master’s Degree, ITP, 4.0
Federal Reserve Bank of New York December 2013 - Present
Federal Reserve Bank of New York January 2011 - December 2013
Kintetsu World Express March 2009 - January 2011
Merrill Lynch June 2008 - February 2009
Goldman Sachs April 2006 - June 2008
JPMorgan Chase March 2005 - April 2006
Washington State Patrol December 2004 - March 2005
GE January 2004 - November 2004
Synergix Technologies Pte Ltd November 2002 - December 2003
OfficeTiger September 2000 - October 2002
Skills
Sun Certified Java..., Core Java, EJB, J2EE Web Services, JMS, Spring, Hibernate 3.1, OpenJPA, Oracle, Microsoft SQL Server, jQuery, WebSphere MQ, ActiveMQ, WebSphere Application..., Glassfish, JSP, JavaScript, JSF, RichFaces, Struts, VisualVM, Introscope, JProbe, Jasper Reports, Ant, Maven
Education
Bharathidasan University 1999 — 2002
M.C.A
Bharathidasan University 1996 — 1999
Bachelor's degree, Computer Science
Monument International, LLC March 2012 - Present
Planner Securities LLC August 2013 - October 2014
Bradesco August 2013 - January 2014
Mare Investimentos August 2012 - August 2013
Banco Votorantim Securities, Inc. May 2006 - August 2012
Merrill Lynch May 2003 - September 2005
Morgan Stanley January 2002 - May 2003
Morgan Stanley January 1999 - June 2001
Skills
Portuguese, French, investment banking, capital raising, Excel, Series 7, series 79, series 66, Brazil, Spanish, International Relations, International Business, Cross-border..., Real Estate Private..., Private Equity, LATAM, Latin America, Front Office, M&A experience, Private Placements, Fundraising, Pension Funds, Fund Administration, Renewable Energy, Energy, Wind Energy, Hydropower, Timber, Real Estate Investment, International Real..., Real Estate Transactions, Infrastructure Projects, Portfolio Management, Western Europe, PowerPoint, Microsoft Office, Investment Banking, Hedge Funds, Fixed Income, Alternative Investments, Equity Derivatives, Derivatives, Interest Rate..., FX Derivatives, Structured Products, Capital Markets, International Capital..., Credit Derivatives, Project Finance, Emerging Markets
Education
Columbia Business School 2010 — 2010
Executive Education
HEC School of Management 2005 — 2006
MBA
New York University 2002 — 2003
Finance
Binghamton University 1997 — 2001
BS
NBCUniversal, Inc. July 2013 - Present
NBC Universal Inc January 2012 - Present
NBCUniversal, Inc. March 2011 - January 2012
NBCUniversal, Inc. April 2008 - February 2011
NBC Universal July 2006 - March 2008
Merrill Lynch September 2004 - June 2006
iGATE May 2000 - August 2004
iGATE June 1998 - May 2000
iGATE June 1997 - May 1998
Skills
Enterprise Architecture, Program Management, cloud architecture, SDLC, IT Strategy, Customer Oriented, Project Management, Process Improvement, Integration, Analytic Problem Solving, IT Service Management, Business Development, Strategy, Business Process, SOA, Cloud Computing, Enterprise Software, Software Development, ITIL, Agile Project Management
Education
Kelly School of Business 2005 — 2008
Master of Business Administration (MBA), Strategic Management, 3.8/4.0
Bharathiar University 1993 — 1997
Bachelor of Engineering (B.E.), Mechanical Engineering, 3.3 / 4.0
NIIT 1994 — 1996
Professional Diploma, Software Technology & Systems Management
SBOA School
Barclays March 2014 - Present
Merrill Lynch April 2000 - April 2012
Skills
Bloomberg, Securities, Derivatives, Options, Investment Banking, Fixed Income, Equities, Asset Management, Capital Markets, Bonds, Risk Management, Mutual Funds, Money Market, Global Custody, International..., Cash Management, Financial Services, Restricted Stock, SWIFT messaging, Securities Lending, Series 7, Hedge Funds, SQL, Valuation, Pricing, Static Data
Education
State University of New York at Binghamton
B.A., Economics
Deutsche Bank 2009 - Present
Sagarsoft, Inc 2004 - Present
Citi Group 2008 - 2009
Bear Stearns 2005 - 2008
RBC Capital Markets 2004 - 2005
Merrill Lynch 2001 - 2004
Professional Access \ S.Bay Inc. 2001 - 2004
Unique Computing Inc. 2000 - 2001
Ramco Systems 1997 - 2000
Skills
WPF, C#, PMP, Derivatives, Equities, Trading Systems, Prime Brokerage, Sybase, Equity Derivatives, Electronic Trading, Market Data, SDLC, Exchange Connectivity, SOA, Trading System, Investment Banking, JMS, WCF, WinForms, SQL
Education
Bharathiar University
Bachelor of Engineering, Computer Science
Institute of Road Transport Technology
BE, Computer Science and Engineering
Project Management Institute
PMP, Project Management Professional
Morgan Stanley June 2009 - Present
Merrill Lynch June 2004 - June 2009
PricewaterhouseCoopers LLP September 1999 - May 2004
Skills
IT Audit, CISA, AML, Enterprise Risk..., Operational Risk..., Internal Audit, Internal Controls, Financial Services, Operational Risk, SAS70, Capital Markets, Information Technology, Audit, IT Risk, External Audit, Wealth Management, CAMS
Education
Binghamton University 1995 — 1999
BS, Computer Science
SUNY Binghamton
Bank of America January 2011 - Present
Merrill Lynch October 2007 - December 2010
Merrill Lynch April 2007 - September 2008
Bank of the West April 2003 - April 2007
cigna 2000 - 2002
Development Credit Bank Ltd. 1998 - 2000
Skills
Identity Management, Business Analysis, Requirements Analysis, Directory Services, SDLC, Enterprise Architecture, IT Strategy, Business Intelligence, IT Management, SOA, Disaster Recovery, Solution Architecture, Integration
Education
Bharati Vidyapeeth 1991 — 1996
Union Biblical Seminary Yavatmal
Wilmington Trust Company December 2014 - Present
New York Institute of Finance January 2014 - Present
The Opportunity Lab March 2013 - June 2013
Bank of New York Mellon October 1995 - September 2012
Merrill Lynch May 1993 - January 1995
National Association of Insurance Commissioners August 1989 - May 1993
Skills
Capital Markets, Bonds, Bloomberg, Financial Modeling, Financial Analysis, Credit, Credit Analysis, Securities, Credit Risk, Fixed Income, Investment Banking, Mutual Funds, Derivatives, Analysis, Investment-grade fixed..., Financial Markets, Series 7, Emerging Markets, Asset Allocation, Trading, Investment Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Binghamton University
BA, English Literature
Kauffman Fasttrac New Venture Program 2014 — 2014
General Assembly
Bank of America September 2009 - Present
Merrill Lynch 2008 - 2009
Headstrong August 2006 - May 2008
Morgan Stanley Investment Management 2007 - 2008
Morgan Stanley 2006 - 2008
Covansys 2000 - 2006
Merrill Lynch Investment Managers 2000 - 2006
Covansys India Pvt Ltd 2000 - 2006
Skills
Management, Leadership, Project Management, SDLC, Teamwork, Software Project..., Requirements Analysis, Data Warehousing, Business Analysis, Agile Methodologies, IT Strategy, Sybase, Oracle, Unix, Business Intelligence
Education
Bharathidasan University 1998 — 2001
M.C.A, Computer Science
Jaya Colege of Science 1995 — 1998
B.Sc, Computer Science
JPMorgan Chase October 2013 - Present
Citi August 2013 - October 2013
Bank of America Merrill Lynch January 2010 - July 2013
Credit Suisse August 2009 - January 2010
Deutsche Bank September 2007 - June 2009
Merrill Lynch January 2006 - September 2007
McGraw Hill Companies April 2002 - January 2006
Education
Bharathidasan University 1990 — 1994
B.E, Electrical And Electronics Engeering
Bharathidasan University
Great Lakes Fund Solutions, Inc April 2012 - Present
Cadaret Grant May 2009 - April 2012
Merrill Lynch 1999 - 2009
Skills
Windows 7, Business Analysis, JavaScript, Dreamweaver, Oracle SQL, DBVisualizer, Web Development, Weblogic, Microsoft SQL Server
Education
Binghamton University
BS, Computer Science
Deloitte February 2013 - Present
Dell September 2009 - February 2013
School of Management, University of Texas at Dallas August 2010 - August 2012
Perot Systems September 2008 - September 2009
Regency Technologies December 2004 - September 2008
Merrill Lynch December 2004 - September 2005
iGATE Global Solutions (Mascot Systems) June 2001 - July 2002
Skills
Management Consulting,..., SDLC, Business Intelligence, Software Project..., Data Warehousing, SQL, Business Analysis, C#, Microsoft SQL Server, Agile Methodologies, ASP.NET, Solution Architecture, IT Strategy, Testing, Software Development, Product Management, Project Management
Education
The University of Texas at Dallas - School of Management 2010 — 2012
MBA, Marketing - Product Mgmt. & Management Consulting, 3.92
The University of Texas at Dallas 2002 — 2004
Master of Science (MS), Telecommunications Engineering
Bharathiar University 1997 — 2001
Bachelor of Science (BS), Electrical and Electronics Engineering
Schlumberger April 2011 - November 2011
Merrill Lynch July 2010 - April 2011
Schlumberger Information Systems February 2007 - July 2010
Wipro Technologies 2004 - 2006
SRF Limited August 2001 - June 2004
Nandaki Systems 2004 - 2004
Skills
ASP.NET, Software Design, .NET, Software Engineering, Software Project..., Microsoft SQL Server, PMP, Oracle, SOA, Web Services, SQL, XML, SSRS, Software Development, Agile Methodologies, C#, SDLC, TFS, WCF
Education
Bharathidasan University 2000 — 2003
Master in Computer Applications, Computer Applications, A
Madras Christian College 1995 — 1998
Credit Suisse February 2013 - Present
UBS Investment Bank May 2004 - January 2013
Merrill Lynch August 2001 - May 2004
Skills
Market Risk, Capital Markets, Finance, Fixed Income, Structured Products, Derivatives, Emerging Markets, Investments, Bloomberg, Credit Derivatives, Hedge Funds, Interest Rate..., Portfolio Management, Equities, Investment Banking, FX Options
Education
Binghamton University 1998 — 2001
B.S., Finance and Information Systems
University of Tartu 1996 — 1997
B.S., Economics
Charles River Development January 2014 - Present
Charles River Development 2014 - 2015
Charles River Development 2014 - 2015
Citi December 2012 - December 2013
RBC Capital Markets January 2011 - November 2012
Merrill Lynch May 2008 - December 2010
BEAR STEARNS August 2006 - May 2008
Hartford Financial October 2005 - August 2006
JPMorgan 2003 - 2005
Infosys Technologies 2002 - 2005
Skills
SOA, SDLC, Business Analysis, Trading Systems, Sybase, Oracle, Fixed Income, JMS, Solution Architecture, SQL, Unix, Agile Methodologies, Equities, Java, Requirements Analysis, Prime Brokerage, Enterprise Architecture, Software Project..., Market Data, ION Marketview, XML, FIX, Credit Derivatives, Derivatives
Education
Bharathiar University 1995 — 1999
Bachelor's degree, Electrical and Electronics Engineering
Tata Consultancy Services September 2014 - Present
Independent Consultant July 2014 - Present
Bank of America January 2014 - July 2014
Pro4ia November 2012 - May 2013
Frank M. Waltzer, PMP, LLC October 2011 - November 2012
GalaxE Solutions August 2011 - September 2011
BANK OF AMERICA / MERRILL LYNCH June 2010 - September 2010
Merrill Lynch September 2008 - September 2009
Merrill Lynch Global Private Client September 2006 - September 2007
Merrill Lynch Investment Managers September 2001 - September 2006
Skills
Certified Scrum Master..., Six Sigma, Process Improvement, Business Analysis, SDLC, Program Management, Visio, Project Management, Strategy, Risk Management, PMO, SharePoint, Management, Financial Services, Quality Assurance, Project Portfolio..., Project Planning, Budgets, Vendor Management, IT Service Management, IT Strategy, CRM, Cross-functional Team..., IT Management, Outsourcing, Change Management, Business Process..., Requirements Analysis, Business Requirements, Integration, Resource Management, Business Intelligence, Information Technology, Business Process, Strategic Planning, Governance, Analysis, Requirements Gathering, Consulting, Agile Project Management, ITIL, Enterprise Architecture, MS Project, Certified Project..., Management Consulting, Leadership, Finance, Software Project..., Operations Management
Education
Villanova University 2008 — 2009
Masters Certification, Applied & IS/IT Project Management
Stony Brook University 1976 — 1978
Masters, Management & Policy Analysis
Binghamton University 1971 — 1975
BA, Political Science
Ameriprise Financial Services, Inc. November 2014 - Present
US Bank September 2014 - November 2014
RBC Wealth Management March 2014 - October 2014
RBC Wealth Management March 2012 - March 2014
Project Consulting Group June 2010 - December 2011
The Willow Group January 2011 - April 2011
BARR, LLC February 2003 - June 2010
Merrill Lynch November 2007 - February 2009
Mortgage Information Services May 2002 - June 2003
Harstad Holdings April 2000 - January 2002
Skills
Team Building, Leadership Development, Six Sigma, Analysis, Microsoft Excel, Business Strategy, Business Process..., Insurance, Innovation Management, Financial Analysis, Investments, Microsoft Office, Risk Management, Management Consulting, Business Process, •JIT/TQM/ISO9000, •BPM/BPMN, •BPR/BPI, •SDLC/Agile modified, •SharePoint, •MS PROJECT, Visio, Business Requirements, SDLC, Requirements Analysis, SharePoint, Business Analysis, Vendor Management, Requirements Gathering, Management, Process Improvement, User Acceptance Testing, Project Management, Consulting, Financial Services, Leadership, Program Management, Strategy, Project Planning
Education
Capella University 2009 — 2011
PhD candidate (68% Completion), Organizational Management Leadership Studies
Bethel University 1996 — 1999
BA/MA, Organizational Leadership
Standards and Poor's 2007 - Present
Standard & Poor's 2007 - Present
Keane Inc. 1994 - Present
NTT DATA 2011 - 2012
Merrill Lynch 2006 - 2009
Keane Inc. 1994 - 2008
Goldman Sachs/Keane 1997 - 2006
Skills
PMO, PMP, Program Management, SDLC, Leadership, Personnel Management, Scrum, Software Development, Agile Methodologies, Software Project..., Vendor Management, Agile Project Management, IT Strategy, Project Portfolio..., Business Analysis, Enterprise Architecture
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance & Information Systems
Bharathiar University 1988 — 1992
Bachelor of Engineering, Electrical & Electronics
Moody's Investors Service December 2013 - Present
Vitech Systems Group October 2011 - November 2013
Vitech Systems Group July 2010 - September 2011
New York University November 2009 - May 2010
Merrill Lynch July 2009 - December 2009
New York University September 2008 - June 2009
Tata Consultancy Services February 2008 - July 2008
Skills
SQL, Business Analysis, Unix, Oracle, Data Analysis, Business Requirements, Requirements Analysis, SDLC, Benefits Administration, Payroll, Pension Funds, Pension Administration, Loans, Escrow, NACHA, ACH, Self Service, CRM, Management Consulting, Microsoft Office, COBRA, Insurance, Eligibility, Visio, UML, Weka, Disaster Recovery, Tax, Business Intelligence, Databases, Agile Methodologies
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2008 — 2010
Master of Science (M.S.), Computer Science
Bharati Vidyapeeth 2003 — 2007
Bachelor’s Degree, Computer Engineering
Bhavans Mumbai 2001 — 2003
HSC, Science
36th Street Capital LLC January 2015 - Present
Durham Capital Advisors, LLC March 2012 - January 2015
UBS Financial Services, Inc September 2006 - March 2012
Merrill Lynch February 1991 - September 2006
Skills
Investments, Alternative Investments, Corporate Development, Mergers, Equities, Series 7, Mergers & Acquisitions, Wealth Management..., Start-ups, Hedge Funds, Funding, Financial Services, Finance, Strategy, Private Equity, Due Diligence, Venture Capital
Education
Bethany College 1980 — 1984
Bachelor of Arts (BA), Communications
HSBC Private Bank February 2007 - Present
Citigroup Private Bank July 2004 - February 2007
Smith Barney February 2001 - July 2004
Merrill Lynch April 1999 - February 2001
Smith Barney May 1998 - April 1999
Skills
Wealth Management, Series 7, Private Banking, Wealth Management..., Alternative Investments, Hedge Funds, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Banking, Equities, Fixed Income, Asset Management, Financial Services
Education
Binghamton University - School of Management 1994 — 1998
Bachelor of Science (BS), Finance, Marketing and Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
Citi May 2010 - Present
Citigroup Global Markets, Inc. 2007 - 2009
BNP Paribas April 2002 - January 2006
Merrill Lynch 2000 - 2002
Deloitte 1997 - 1998
Skills
ABS, CDO, Securitization, Structured Finance, Origination, Credit, Loan Origination, Capital Markets, Fixed Income, Structured Products, Investment Banking, Financial Structuring, Derivatives, Finance, Hedge Funds, Bonds, Financial Markets
Education
Binghamton University 1988 — 1992
BS, Economics
Lehman Brothers September 2008 - Present
Lehman Brothers September 2002 - September 2008
Merrill Lynch International October 2000 - March 2002
Merrill Lynch November 1991 - September 2000
Deloitte September 1989 - November 1991
Skills
Financial Modeling, Capital Markets, Management, Equities, Investment Banking, Fixed Income, Securities, Hedge Funds, Derivatives, Mergers & Acquisitions, Private Equity, Bloomberg, Structured Finance, Structured Products, Finance, Investments, Financial Analysis, Valuation, Corporate Finance, Alternative Investments, FX Options, Asset Management, Due Diligence, Credit Derivatives
Education
New York University School of Law 1992 — 1995
Master of Laws (LL.M.), Taxation
The George Washington University Law School 1986 — 1989
Doctor of Law (J.D.)
Binghamton University 1982 — 1986
Bachelor's degree, Accounting
Merrill Lynch August 2007 - July 2008
Goldman Sachs June 2006 - August 2007
Education
New York University 2000 — 2005
BA, English
Yonsei University 2002 — 2004
BS, Economics
State University of New York at Binghamton
GFI Group Inc./GFI Swaps Exchange LLC July 2010 - Present
NYSE Liffe- The New York Stock Exchange July 2009 - July 2010
Financial Services March 2009 - June 2009
Virtu Financial LLC August 2008 - March 2009
Bear, Stearns & Co., Inc. July 2005 - July 2008
Societe Generale - SG Cowen & Co, September 2004 - July 2005
Merrill Lynch March 2000 - August 2004
Skills
Policy, Derivatives, Litigation, Hedge Funds, Securities, Equities, Swaps, Options, Electronic Trading, FINRA, Prime Brokerage, Fixed Income, Commodity, FX Options, Trading
Education
Hofstra University School of Law 1996 — 1999
Doctor of Law (JD)
Binghamton University 1992 — 1996
New York University January 2012 - Present
International Journal of Theoretical and Applied Finance July 2010 - Present
Prudential Financial April 2010 - Present
Bloomberg April 2006 - March 2010
Morgan Stanley 2004 - 2006
MBIA 2002 - 2004
Gen Re Securities 2001 - 2002
Bear Stearns 1996 - 2001
UBS April 1995 - December 1995
Merrill Lynch October 1992 - April 1995
Skills
Credit Derivatives, Derivatives, Interest Rate..., Fixed Income, Quantitative Research, Quantitative Risk, Bloomberg, Capital Markets, Quantitative Analytics, Quantitative Investing, Emerging Markets, Financial Structuring, Market Risk, Trading, Alternative Investments, Electronic Trading, Equities, Finance, Credit, Quantitative Finance, Structured Finance, Investment Banking, Asset Management, Valuation, Hedge Funds, Portfolio Management, FX Options, Financial Modeling, Structured Products, Bonds, Options, Investment Management, Trading Systems, Equity Derivatives, Credit Risk, Financial Markets, Equity Research, Securities, Commodity, Hedging, Vendor Relationships, Investment Strategies, Bloomberg Terminal, Asset Allocation, VBA
Education
University of California, Berkeley, Haas School of Business 1985 — 1990
PhD, Finance
BI Norwegian Business School 1981 — 1985
Sivilokonom, Finance
Drammen Handelsgym 1977 — 1980
Uber April 2015 - Present
Square September 2013 - April 2015
Facebook July 2012 - September 2013
Hewlett-Packard July 2010 - August 2012
Bank of America December 2009 - July 2010
Merrill Lynch May 2007 - December 2009
Binghamton University August 2005 - May 2007
Binghamton University August 2004 - May 2007
Merrill Lynch June 2006 - August 2006
Skills
Disaster Recovery, Linux, Unix, Data Center, Network Architecture, Visio, Virtualization, Networking, Troubleshooting, Network Security, Project Management, Network Administration, Information Security, IT Strategy, Business Continuity, OSPF
Education
Binghamton University 2003 — 2007
Bachelor, Computer Engineering, Mathematical Sciences
AltB Partners LP April 2013 - Present
GlobeOp Financial Services June 2006 - April 2013
International Paper November 2003 - May 2006
Merrill Lynch April 1992 - June 2003
Citi September 1987 - April 1992
Cadwalader, Wickersham & Taft LLP September 1985 - September 1987
Skills
Corporate Governance, Corporate Law, Securities Regulation, Mergers, Securities, Contract Negotiation, Capital Markets, Due Diligence, Governance, Asset Managment, Risk Management, Corporate Finance, Hedge Funds, Equities, Private Equity, Mergers & Acquisitions
Education
University of Michigan Law School 1982 — 1985
J.D., Law
Binghamton University 1978 — 1982
B.A., Economics and Political Science
Bioventus May 2012 - Present
White Pine Medical February 2010 - Present
CoreValve April 2008 - April 2009
Medtronic October 2005 - May 2008
Merrill Lynch April 1999 - February 2005
Skills
Investments, Commercialization, Strategy, Management, Mergers, Medical Devices, Venture Capital, Strategic Planning, Mergers & Acquisitions, Global Marketing, Start-ups, Cross-functional Team..., Financial Modeling, Product Development, Lifesciences, FDA, Market Development
Education
Bowling Green State University 1976 — 1978
mba
Bethany College
Bachelor's degree, Economics
Merrill Lynch May 2007 - Present
Keane January 2004 - 2007
Education
Bharathiar University
Computers
Bank of America May 2010 - Present
Fortress Investment Group March 2006 - May 2010
American Stock Exchange April 2002 - March 2006
Merrill Lynch August 1999 - December 2001
Skills
Business Analysis &..., P & L Management, Budgeting & Forecasting, Resource Management, Staffing/Workforce..., Process Improvement, Expense Management &..., Contract Negotiations, Internal Corporate..., Business Management, Management, Fixed Income, Business Analysis, Contract Negotiation
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA, Management
Binghamton University 1995 — 1999
BA, Philosophy, Politics & Law
Nomura September 2008 - March 2011
Lehman Brothers August 2007 - September 2008
Lehman Brothers July 2006 - July 2007
Merrill Lynch May 2005 - June 2005
Skills
Prime Brokerage, Capital Markets, Analysis, Data Analysis, Visio, Financial Risk, Equity Derivatives, Equities, Business Process..., Financial Analysis, Financial Reporting, HTML, Statistics, Quantitative Analysis, Metrics Analysis, Data Quality, Reconciliations, Report Generation, Dashboard, SharePoint, VBA, KPI, Hedge Funds, SQL
Education
Bharati Vidyapeeth 2004 — 2006
MBA, Finance
MOP Vaishnav College for Women, University of Chennai 2001 — 2004
Bachelor of Science (B.Sc.), Computer Science
St.Johns Matriculation Higher Secondary School, Chennai
Computer Science
American Express June 2015 - Present
US Foods July 2013 - June 2015
Infosys January 2012 - June 2013
Capgemini Consulting 2011 - 2012
Cognizant Technology Solutions April 2010 - December 2010
Byteware, Inc January 2009 - April 2010
Merrill Lynch 2007 - 2008
Hewlett-Packard 2004 - 2007
Skills
Agile Methodologies, SDLC, Oracle, SQL, SOA, Scrum, WCF, .NET, Web Services, Solution Architecture, Software Project..., SSRS, PL/SQL, Requirements Analysis, Microsoft SQL Server, XML, C#, SSIS, ASP.NET, ASP.NET MVC, Shell Scripting, Web Applications, Data Warehousing, Business Intelligence, Requirements Gathering, SOAP, AJAX, jQuery, MVVM, webMethods, NUnit, TIBCO, WPF, Data Modeling, T-SQL, TFS, Enterprise Architecture, Design Patterns, IIS, Agile Project Management, ADO.NET, LINQ, Visual Studio, SharePoint, Splunk, TOGAF
Education
Bharathiar University 2000 — 2004
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Bank of America Merrill Lynch October 2014 - Present
Morgan Stanley November 2009 - September 2014
The Options Clearing Corporation July 2008 - October 2009
Merrill Lynch March 2005 - June 2008
Fintrack Systems January 2003 - February 2005
Skills
SDLC, Business Analysis, Agile Methodologies, Requirements Analysis, Software Project..., SQL, Data Warehousing, Testing, Unix, Test Planning
Education
Bharathidasan University 1999 — 2002
Masters in Computer Applications, Computer Science
CrossWinds Community Church January 2013 - Present
Westerly Road Church October 2002 - December 2012
Merrill Lynch November 1996 - May 2003
Skills
Leadership Development, Coaching, Leadership, Nonprofits, Pastoral Care, Event Planning, Public Speaking, Youth Ministry, Community Outreach, Teaching, Training, Theology, Preaching, Volunteer Management
Education
Biblical Theological Seminary 2003 — 2006
MDiv, Pastoral Studies/leadership
Cairn University 1996 — 1998
Master's of Organizational Leadership, Organizational Leadership
Philadelphia Biblical University 1992 — 1996
B.S. in Bible, Pastoral Studies
ARMD CONSULTANTS, LLC April 2004 - Present
Oppenheimer & Co. May 2004 - January 2007
Merrill Lynch August 2001 - February 2004
Skills
Strategic Planning, Investments, Customer Service, New Business Development, Marketing, Microsoft Office, Retirement Planning, Strategic Financial..., Project Management, Small Business, Team Building, Microsoft Excel, Marketing Strategy, Sales, Insurance, Sales Management, Negotiation, Estate Planning, Public Speaking, Financial Analysis
Education
Parsons School of Design 1981 — 1981
Binghamton University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Morgan Stanley Private Bank March 2011 - Present
Merrill Lynch August 2010 - March 2011
Merrill Lynch May 2009 - August 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2004 - 2008
Merrill Lynch 1999 - 2004
Education
Bethel University 2009 — 2011
MBA
Bethel University 1993 — 1997
BA, Business Marketing, Management, and Finance
PCCA April 2011 - Present
ZOLL Lifecor Inc December 2009 - June 2011
Atherotech Inc. Florida October 2008 - January 2009
MedAvant Healthcare Solutions June 2008 - October 2008
Reliant Pharmaceuticals April 2003 - May 2008
Protocall January 2001 - January 2003
Proxymed Incorporated January 1999 - January 2001
Vest Inc. January 1991 - January 1999
Merrill Lynch May 1987 - January 1991
Skills
Cardiology, Sales Operations, Healthcare, Sales Management, Medical Devices, New Business Development, Managed Care, Business Planning, Selling, Business Development, Sales, Clinical Research, Pharmaceutical Sales, Management, Pharmaceutical Industry, Training, Marketing, Negotiation, Marketing Strategy, Diabetes, Hospitals, Endocrinology, Pharmacy, Urology
Education
State University of New York at Binghamton 1983 — 1987
BS, Economics
Morgan Stanley June 2012 - Present
Cadwalader, Wickersham & Taft LLP August 2007 - June 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2006 - July 2007
JPMorgan Chase June 2006 - August 2006
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2002 - May 2005
TIAA-CREF June 2000 - February 2001
Merrill Lynch June 1999 - August 1999
Skills
Capital Markets, Private Equity, Derivatives, Banking Law, Loans, Corporate Finance, Securities Lending, Equities, Hedge Funds, Prime Brokerage, Securities Regulation, Securities, Financial Services, Alternative Investments, Structured Products
Education
Columbia University - Columbia Business School 2005 — 2007
M.B.A., Finance, General
New York University School of Law 1999 — 2002
J.D., Law
Binghamton University 1995 — 1999
B.A., Economics
Scarsdale High School
Merrill Lynch January 2005 - March 2009
Skills
Software Project..., Enterprise Architecture, Business Analysis, SDLC, IT Strategy, Vendor Management
Education
Bharathiar University 1988 — 1992
B.E, Electronics & Communication Engineering
iCIMS August 2008 - March 2009
Merrill Lynch November 2004 - August 2008
BANK OF AMERICA MERRILL LYNCH 2004 - 2008
Merrill Lynch November 2004 - April 2006
Education
Binghamton University 1996 — 2000
BA, English, Cinema
CHK Associates 1987 - Present
Merrill Lynch 1983 - 1987
Helmsley Enterprises 1982 - 1985
Skills
Real Estate, Sales, Consulting, Joint Ventures, Property, Investors, Project Management, Hospitality, Hotels, Public Speaking, Start-ups, Entrepreneurship, Real Estate Transactions, Investment Properties
Education
Bethany College
Bachelor of Arts (B.A.), Philosophy
NYU Stern School of Business
Business Administration and Management, General
The TJX Companies, Inc. May 2015 - Present
Tech Mahindra January 2015 - May 2015
Tech Mahindra May 2013 - December 2014
TJX March 2010 - April 2013
Commonwealth of Massachusetts July 2009 - March 2010
TJX August 2008 - March 2009
EMC 2007 - 2008
Merrill Lynch July 2006 - October 2007
Mahindra Satyam 2005 - 2007
KG Information Systems Limited 2001 - 2005
Skills
VMware, System Administration, Troubleshooting, Windows Server, Active Directory, Networking, Disaster Recovery, Technical Support, Windows, Servers, ITIL, Software Documentation, Data Center, Server Architecture, IT Management, SAN, VMware ESX, IT Operations, DHCP, Firewalls, SCCM, Cisco Technologies, Cisco UCS, DNS, Citrix, Virtualization, System Deployment, Hyper-V, SDLC
Education
Bharathiar University 1996 — 2000
Bachelor of Engineering, Electronics and Communications Engg
SMHSS 1988 — 1996
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management October 2012 - Present
Education
Binghamton University 1989 — 1993
BA, Political Science and Government
Merrill Lynch June 2013 - Present
HBO May 2010 - May 2013
Bayer December 2008 - February 2010
Lehman Brothers / Barclays Capital NJ January 2007 - November 2008
AT & T, NJ September 2005 - November 2006
Satyam Computer Services August 2000 - August 2005
Skills
ETL, Data Warehousing, Oracle, Business Intelligence, SQL, Unix, SDLC, Enterprise Architecture, Data Modeling, Agile Methodologies, DB2, Requirements Analysis, Performance Tuning, Shell Scripting
Education
Bharathiar University
Master of Computer Applications (M.C.A.)
University of Calicut
Bachelor's degree, Chemistry, Physics, Mathematics
BCP Securities,LLC March 2011 - Present
McMahan Securities 1990 - 2011
Merrill Lynch 1983 - 1990
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Capital Markets, High Yield, Investment Banking, Equity Research, Alternative Investments, Investments, Financial Modeling
Education
Bethany College 1978 — 1982
Economics, Finance
Citi January 2015 - Present
Citi August 2014 - Present
Citi January 2012 - Present
Citi November 2009 - December 2011
Merrill Lynch June 2008 - June 2009
Skills
Credit Risk, Credit, Credit Analysis, Financial Analysis, Valuation, Financial Risk, Risk Management, Financial Modeling, Finance, Business Analysis, Accounting, Financial Statement..., Risk Analytics, DCF, Corporate Finance, Banking, Capital Markets, Investment Banking
Education
The Institute of Chartered Accountants of India 2004 — 2009
Chartered Accountancy, Accounting, Taxation and Law
Bharati Vidyapeeth 2001 — 2006
Bachelor of Commerce, Commerce
RBC Capital Markets September 2010 - Present
Hedge Fund March 2010 - September 2010
Merrill Lynch August 2005 - February 2010
Morgan Stanley March 2004 - August 2005
Reuters January 2001 - March 2004
Cambridge Technology Partners May 1999 - December 2000
Perot System Corporation January 1998 - May 1999
DSQ Software ltd May 1996 - December 1997
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Capital Markets, Hedge Funds, Financial Markets, Low Latency Trading, Low Latency, Trading, Exchange Connectivity
Education
Bharathidasan University 1993 — 1996
Masters, Computer Science
Ameriprise Financial March 2010 - April 2012
Hartford Life Limited August 2007 - July 2010
Merrill Lynch January 2007 - May 2007
Education
Bethel University 2003 — 2007
BA, Marketing
BMC Software November 2012 - Present
BMC Software November 2010 - November 2012
HCL America October 2009 - October 2010
South Florida Water Management District February 2009 - November 2009
Merrill Lynch July 2008 - February 2009
Tata Consultancy Services July 2007 - July 2008
Satyam Computer services Limited 2003 - 2007
Skills
BMC Remedy, Incident Management, CMDB, ITIL, IT Service Management, CSS, HTML, HTML 5, CSS3, JavaScript, jQuery, Requirements Analysis, PL/SQL, Oracle, Agile Methodologies, Web Services, Scrum
Education
Bharathidasan University 1998 — 2002
B.E, Computer Science Engineering
Merrill Lynch ConsultantBritish TelecomJuly 2006 - October 2008
Education
Bharati Vidyapeeth
Bank of America July 2009 - Present
Covansys Inc. 1994 - 2006
Merrill Lynch February 2000 - August 2002
Skills
Requirements Analysis, SDLC, Software Project..., DB2, Business Analysis
Education
Bharathidasan University 1989 — 1993
B.E
Toast Masters International June 2008 - Present
NRG Energy June 2010 - June 2010
Merrill Lynch March 2001 - December 2009
Merrill Lynch 2000 - 2009
Merrill Lynch 2000 - 2009
Merrill Lynch 2000 - 2009
Anagram Finance Ltd January 1997 - January 1998
IIT Investment Trust January 1996 - January 1997
Iggi Resorts International Ltd January 1993 - January 1996
Medi scan January 1992 - June 1992
Education
Datamatics Institute of Management
Post graduate diploma, computer Science
Bharathiar University 1992 — 1995
B.ED, Education
JBAS 1989 — 1991
B.Sc, Zoology
JBAS 1989 — 1991
JBAS womens college 1989 — 1991
B.Sc, Zoology
Lady's 1989 — 1991
SIET 1989 — 1991
B.Sc, Zoology
SIET womens college 1989 — 1991
B.Sc, Zoology
siet 1989 — 1991
JBAS 1988 — 1991
The Mutual Fund Store December 2012 - Present
Merrill Lynch January 2011 - 2012
Law Office of Barry H. Phillips 1990 - 2010
New York State Senate January 1990 - December 1990
Nassau County Legal Aid Society 1986 - 1989
Skills
Public Speaking, Investment Advisory..., Estate Planning, Retirement Planning, Insurance, Investments, Securities, Financial Advisory, Life Insurance, Series 7
Education
Touro College Jacob D. Fuchsberg Law Center 1983 — 1986
Juris Doctor, Law
Binghamton University 1978 — 1980
Bachelor of Arts, Political Science
U.S. Bank July 2015 - Present
U.S. Bank January 2014 - July 2015
US Bank June 2012 - December 2013
Wells Fargo January 2012 - January 2012
Merrill Lynch May 2011 - August 2011
Education
Bethel University 2008 — 2012
Finance, Economics, Political Science
Royal Holloway, University of London 2010 — 2010
Management, Economics, Politics
J.C. Flowers & Co. September 2014 - Present
Mead Park Management LLC June 2011 - September 2014
Morgan Stanley September 2009 - June 2011
MatlinPatterson Global Advisors October 2008 - October 2009
Merrill Lynch March 2005 - October 2008
RBS Greenwich Capital May 2003 - March 2005
Credit Suisse 1998 - 2003
Brown Rudnick LLP 1996 - 1998
Skills
Equities, Valuation, Equity Derivatives, CLO, Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, Structured Products, Securitization, Structured Finance, Financial Structuring, Bonds, Credit, Mergers & Acquisitions, Emerging Markets, Fixed Income, Investment Banking, Capital Markets, Investments, Derivatives, Human Rights
Education
Syracuse University College of Law 1993 — 1996
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law, magna cum laude
Binghamton University 1988 — 1993
Bachelor of Science (BS), Political Science and Government
Wells Fargo Global Fund Services May 2012 - Present
Wells Fargo Bank January 2008 - Present
Wells Fargo Bank January 2007 - January 2008
Wells Fargo Bank January 2006 - January 2007
Wells Fargo Bank January 2005 - January 2006
UBS Investment Bank August 2004 - December 2004
Merrill Lynch January 2004 - June 2004
Skills
Bloomberg, Account Reconciliation
Education
Bethel University 2000 — 2004
Bachelor of Arts, Business Marketing and Human Resources Management Emphasis
Merrill Lynch May 1994 - Present
Shearson Lehman American Express May 1987 - May 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Team Building, Leadership
Education
State University of New York at Binghamton 1971 — 1975
Bachelor's degree, Biology/Biological Sciences, General
GE Capital 2014 - Present
Bank of Tokyo-Mitsubishi UFJ 2007 - 2013
KBC Bank 2002 - 2007
Merrill Lynch 2000 - 2001
Barclays 1996 - 2000
Skills
Relationship Management, Originations, Sales Presentations, Banking, Corporate Finance, Debt, Capital Markets, Private Placements, Structured Finance, Project Finance, Due Diligence, Financial Structuring, Negotiation, Deal Execution, Financial Modeling, Financial Analysis, Credit Analysis, Risk Management, Portfolio Management, Power and Utilities, Renewable Energy, Restructuring
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Analytic Finance/Accounting
State University of New York at Binghamton
Bachelor of Science (B.S.), Financial Management