Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Arthur Bom Conselho, CFP®, CIMA®, CRPC® Arthur Bom Conselho, CFP®, CIMA®, CRPC®'s Merrill Lynch Experience January 2006 - Present
Job Registered Financial Analyst
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
ZUMIX April 2010 - August 2013
KCM Asset Management August 2004 - July 2005
City of Daytona Beach May 2004 - June 2004
Skills
Investments, Cash Flow, Strategic Planning, Budget, Financial Analysis, Business Strategy, Financial Modeling, PowerPoint, Microsoft Excel, Portfolio Management, Research, Corporate Finance
Education
Stetson University 2003 — 2005
BBA, Finance & Economics
Valencia College 2001 — 2003
AA, Business
Merrill Lynch January 2006 - Present
ZUMIX April 2010 - August 2013
KCM Asset Management August 2004 - July 2005
City of Daytona Beach May 2004 - June 2004
Skills
Investments, Cash Flow, Strategic Planning, Budget, Financial Analysis, Business Strategy, Financial Modeling, PowerPoint, Microsoft Excel, Portfolio Management, Research, Corporate Finance
Education
Stetson University 2003 — 2005
BBA, Finance & Economics
Valencia College 2001 — 2003
AA, Business
Jason Helton Jason Helton's Merrill Lynch Experience February 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Bank of America June 2014 - Present
Edward Jones March 2014 - June 2014
Fidelity Investments June 2013 - March 2014
Apple December 2011 - June 2013
Target June 2006 - December 2011
Skills
Series 7, series 66, Series 63, Sales, Account Management, Customer Service, Coaching, Team Building, Marketing, Leadership, Public Speaking, Sales Management, Small Business
Education
Stephen F. Austin State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), management
Merrill Lynch February 2015 - Present
Bank of America June 2014 - Present
Edward Jones March 2014 - June 2014
Fidelity Investments June 2013 - March 2014
Apple December 2011 - June 2013
Target June 2006 - December 2011
Skills
Series 7, series 66, Series 63, Sales, Account Management, Customer Service, Coaching, Team Building, Marketing, Leadership, Public Speaking, Sales Management, Small Business
Education
Stephen F. Austin State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), management
Andrew Dusseault Andrew Dusseault's Merrill Lynch Experience May 2012 - August 2012
Job Internal Audit Intern at Biogen Idec
Industry Accounting
Experience
Biogen Idec April 2013 - August 2013
SUNY Oswego Office of Learning Services September 2010 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Accounting, Customer Service, Oral & Written..., Team-oriented, Microsoft Excel, QuickBooks, Time Management, Leadership, Facebook, Auditing
Education
State University of New York at Albany 2013 — 2014
Professional Accountancy Master of Science
State University of New York at Oswego 2009 — 2013
Bachelor of Science (B.S.), Accounting, Senior
Ilion High School 2005 — 2009
Biogen Idec April 2013 - August 2013
SUNY Oswego Office of Learning Services September 2010 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Accounting, Customer Service, Oral & Written..., Team-oriented, Microsoft Excel, QuickBooks, Time Management, Leadership, Facebook, Auditing
Education
State University of New York at Albany 2013 — 2014
Professional Accountancy Master of Science
State University of New York at Oswego 2009 — 2013
Bachelor of Science (B.S.), Accounting, Senior
Ilion High School 2005 — 2009
Lawrence Natale Lawrence Natale's Merrill Lynch Experience March 1994 - May 2002
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Smith Barney May 2002 - January 2009
Merrill Lynch March 1994 - May 2002
Skills
Financial Services, Retirement, Securities, Finance, Coaching, Retirement Planning
Education
State University of New York College at Plattsburgh 1989 — 1993
Bachelor of Science (BS), Business Economics
Wells Fargo Advisors, LLC January 2009 - Present
Smith Barney May 2002 - January 2009
Merrill Lynch March 1994 - May 2002
Skills
Financial Services, Retirement, Securities, Finance, Coaching, Retirement Planning
Education
State University of New York College at Plattsburgh 1989 — 1993
Bachelor of Science (BS), Business Economics
ALDWIN GEORGE ALDWIN GEORGE's Merrill Lynch Experience 2010 - 2010
Job FIX Engineer / Broker Execution Services at Portware
Industry Financial Services
Experience
Portware August 2011 - Present
Westchester County 2010 - 2011
Merrill Lynch 2010 - 2010
Westchester County Department of Parks, Recreation and Conservation 2006 - 2010
Skills
Electronic Trading, Equities, Customer Service, Trading Systems, Financial Markets, Human Resources, Microsoft Office, PowerPoint
Education
State University of New York College at Oswego
Bachelors of Science, Business Administration
Portware August 2011 - Present
Westchester County 2010 - 2011
Merrill Lynch 2010 - 2010
Westchester County Department of Parks, Recreation and Conservation 2006 - 2010
Skills
Electronic Trading, Equities, Customer Service, Trading Systems, Financial Markets, Human Resources, Microsoft Office, PowerPoint
Education
State University of New York College at Oswego
Bachelors of Science, Business Administration
TX) Davis, Gregg (Tyler TX) Davis, Gregg (Tyler's Merrill Lynch Experience
Job Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Investment strategizing, Asset Managment, Financial planning, Personal Financial..., Estate Planning, Asset Allocation, Asset Management, Series 63, Series 7, Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Financial Planning, Alternative Investments, Financial Services, Investments, Portfolio Management, 401k, Leadership
Education
Stephen F. Austin State University 1986 — 1989
Bachelor of Business Administration (BBA), Finance
Merrill Lynch
Skills
Investment strategizing, Asset Managment, Financial planning, Personal Financial..., Estate Planning, Asset Allocation, Asset Management, Series 63, Series 7, Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Financial Planning, Alternative Investments, Financial Services, Investments, Portfolio Management, 401k, Leadership
Education
Stephen F. Austin State University 1986 — 1989
Bachelor of Business Administration (BBA), Finance
Ryan Walton Ryan Walton's Merrill Lynch Experience 1999 - 2001
Job Walton Lourcey Group
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
LPL Financial/First Western Securities Inc. September 2004 - January 2014
ING 2001 - 2004
Merrill Lynch 1999 - 2001
Education
Texas A&M University School of Law 1997 — 1998
Law
Stephen F. Austin State University 1995 — 1997
BBA, Finance
Texas A&M University 1992 — 1995
Architecture-Business
Martin High School 1989 — 1992
Ameriprise Financial Services, Inc. January 2014 - Present
LPL Financial/First Western Securities Inc. September 2004 - January 2014
ING 2001 - 2004
Merrill Lynch 1999 - 2001
Education
Texas A&M University School of Law 1997 — 1998
Law
Stephen F. Austin State University 1995 — 1997
BBA, Finance
Texas A&M University 1992 — 1995
Architecture-Business
Martin High School 1989 — 1992
Avriel Kelly Avriel Kelly's Merrill Lynch Experience June 2008 - August 2008
Job Administrative Assistant at Evercore Wealth Management, LLC
Industry Higher Education
Experience
Evercore Wealth Management, LLC October 2014 - Present
Manhattan, NY July 2011 - Present
Centerlight Health System February 2014 - April 2014
Centerlight Health System June 2013 - October 2013
Morrisville State College August 2012 - May 2013
Fairleigh Dickinson University October 2009 - July 2010
The Joseph A. Forgione Development School for Youth October 2007 - January 2009
Lehman College October 2007 - January 2009
Merrill Lynch June 2008 - August 2008
Beth Abraham Health Services June 2006 - August 2006
Skills
Management, Microsoft Excel, Staff Development, Program Management, Healthcare, Spreadsheets, Higher Education, Student Development, Student Affairs, PowerPoint, Research, Residence Life, Leadership, Public Speaking, Event Planning, Fundraising
Education
Morrisville State College 2010 — 2013
Bachelor of Technology (B.Tech.), Technology Management
State University of New York College of Agriculture and Technology at Morrisville 2010 — 2013
(Associates in Science), Business Administration and Management, General
Evercore Wealth Management, LLC October 2014 - Present
Manhattan, NY July 2011 - Present
Centerlight Health System February 2014 - April 2014
Centerlight Health System June 2013 - October 2013
Morrisville State College August 2012 - May 2013
Fairleigh Dickinson University October 2009 - July 2010
The Joseph A. Forgione Development School for Youth October 2007 - January 2009
Lehman College October 2007 - January 2009
Merrill Lynch June 2008 - August 2008
Beth Abraham Health Services June 2006 - August 2006
Skills
Management, Microsoft Excel, Staff Development, Program Management, Healthcare, Spreadsheets, Higher Education, Student Development, Student Affairs, PowerPoint, Research, Residence Life, Leadership, Public Speaking, Event Planning, Fundraising
Education
Morrisville State College 2010 — 2013
Bachelor of Technology (B.Tech.), Technology Management
State University of New York College of Agriculture and Technology at Morrisville 2010 — 2013
(Associates in Science), Business Administration and Management, General
Alejandro Sosadias Alejandro Sosadias's Merrill Lynch Experience 1997 - 1999
Job Director of Sales & Service Latin America, Caribbean & Mexico at Zodiac Nautic
Industry Consumer Goods
Experience
Zodiac Nautic January 2013 - Present
ACR ELECTRONICS August 2012 - January 2013
Brunswick Corporation - Mercury Marine Latin America & Caribbean December 1999 - August 2012
Merrill Lynch 1997 - 1999
84 Lumber 1994 - 1996
Skills
International markets, international sales, caribbean, spanish, portuguese, forecasting, planning, foreign exchange..., Business Development, Cultural Diversity, Latin American markets, Latin American Business, mexican market, Multilingual, Forecasting, International Sales, Spanish, Project Planning, Portuguese, International Marketing, Process Improvement, Sales, Foreign Exchange..., International Strategy, Supply Chain Management, Logistics, Supply Chain, Sales Management, Program Management, Product Development, Latin America, Pricing, New Business Development, Sales Process, Cross-functional Team..., Key Account Management, Product Marketing, Negotiation, International Business, Product Management, Marketing Strategy, Business Planning, Sales Operations, Manufacturing, Leadership, Contract Negotiation, Account Management, Purchasing, Customer Service, Six Sigma
Education
Stella Maris College
Zodiac Nautic January 2013 - Present
ACR ELECTRONICS August 2012 - January 2013
Brunswick Corporation - Mercury Marine Latin America & Caribbean December 1999 - August 2012
Merrill Lynch 1997 - 1999
84 Lumber 1994 - 1996
Skills
International markets, international sales, caribbean, spanish, portuguese, forecasting, planning, foreign exchange..., Business Development, Cultural Diversity, Latin American markets, Latin American Business, mexican market, Multilingual, Forecasting, International Sales, Spanish, Project Planning, Portuguese, International Marketing, Process Improvement, Sales, Foreign Exchange..., International Strategy, Supply Chain Management, Logistics, Supply Chain, Sales Management, Program Management, Product Development, Latin America, Pricing, New Business Development, Sales Process, Cross-functional Team..., Key Account Management, Product Marketing, Negotiation, International Business, Product Management, Marketing Strategy, Business Planning, Sales Operations, Manufacturing, Leadership, Contract Negotiation, Account Management, Purchasing, Customer Service, Six Sigma
Education
Stella Maris College
Robert Weir's Merrill Lynch Experience March 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Lead Strategies, Inc. September 1998 - September 2014
Skills
Social Networking, Coaching, Social Media Marketing, Leadership Development, Fitness, Strategic Planning, Online Marketing, Marketing Strategy, Start-ups, Fundraising, Event Planning, Social Media, Marketing Communications, Public Relations, Event Management, Training, Nutrition, Wellness, Cardio, Healthcare, Research, Budgets, Microsoft Office, Retail, Online Advertising, Email Marketing, Nonprofits, Wellness Coaching, Financial Consulting,..., Life Insurance, Financial Planning
Education
SUNY Oswego 1982 — 1982
Merrill Lynch March 2015 - Present
Lead Strategies, Inc. September 1998 - September 2014
Skills
Social Networking, Coaching, Social Media Marketing, Leadership Development, Fitness, Strategic Planning, Online Marketing, Marketing Strategy, Start-ups, Fundraising, Event Planning, Social Media, Marketing Communications, Public Relations, Event Management, Training, Nutrition, Wellness, Cardio, Healthcare, Research, Budgets, Microsoft Office, Retail, Online Advertising, Email Marketing, Nonprofits, Wellness Coaching, Financial Consulting,..., Life Insurance, Financial Planning
Education
SUNY Oswego 1982 — 1982
Cristina (Tina) Oko Cristina (Tina) Oko's Merrill Lynch Experience January 1993 - January 1997
Job Sales and Marketing at Transcend Quality Manufacturing, LLC
Industry Medical Devices
Experience
Transcend Quality Manufacturing, LLC January 2011 - Present
Deutsche Bank January 1997 - January 2003
Merrill Lynch January 1993 - January 1997
Skills
Management, Customer Service, Accounting, Trading, Options, Business Planning, Equities, Negotiation, Business Development, Public Relations, Project Management, Sales
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Finance and Financial Management Services
Transcend Quality Manufacturing, LLC January 2011 - Present
Deutsche Bank January 1997 - January 2003
Merrill Lynch January 1993 - January 1997
Skills
Management, Customer Service, Accounting, Trading, Options, Business Planning, Equities, Negotiation, Business Development, Public Relations, Project Management, Sales
Education
State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Finance and Financial Management Services
Charles McCleskey IV Charles McCleskey IV's Merrill Lynch Experience May 2006 - September 2007
Job Corporate vArchitect at VCE
Industry Military
Experience
VCE August 2015 - Present
NEC Corporation of America May 2013 - August 2015
United States Marine Corps 2008 - August 2015
Merrill Lynch May 2006 - September 2007
Corinthian Health Services April 2006 - September 2007
Skills
Security Clearance, Training, Team Building, Fitness Training, Operational Risk..., Information Technology, Program Management, Military Strategy, Marketing, Marine Corps, Leadership, Sales, Integration, Team Mentoring, Operations Management, Microsoft Excel, Customer Service, Operational Planning, Social Media, Military, Communication, PowerPoint, DoD, Personal Financial..., Cisco Technologies, Unified Communications, Team Leadership
Education
American Military University 2012 — 2014
Bachelor's Degree, International Business Administration
Stephen F. Austin State University 2005 — 2008
Computer Science
Tarrant County College 2004 — 2005
N.A, English
Southlake Carroll Senior High School 2001 — 2005
High School
VCE August 2015 - Present
NEC Corporation of America May 2013 - August 2015
United States Marine Corps 2008 - August 2015
Merrill Lynch May 2006 - September 2007
Corinthian Health Services April 2006 - September 2007
Skills
Security Clearance, Training, Team Building, Fitness Training, Operational Risk..., Information Technology, Program Management, Military Strategy, Marketing, Marine Corps, Leadership, Sales, Integration, Team Mentoring, Operations Management, Microsoft Excel, Customer Service, Operational Planning, Social Media, Military, Communication, PowerPoint, DoD, Personal Financial..., Cisco Technologies, Unified Communications, Team Leadership
Education
American Military University 2012 — 2014
Bachelor's Degree, International Business Administration
Stephen F. Austin State University 2005 — 2008
Computer Science
Tarrant County College 2004 — 2005
N.A, English
Southlake Carroll Senior High School 2001 — 2005
High School
Jeremy Silvas's Merrill Lynch Experience February 2012 - Present
Job Market Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
UBS Wealth Management January 2007 - February 2012
Morgan Stanley Smith Barney January 2003 - January 2007
Fidelity Investments September 1997 - January 2003
Skills
Series 7, Alternative Investments, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Securities, Finance, Financial Planning, Retirement
Education
Stephen F. Austin State University 1992 — 1997
BBA, Economics
Merrill Lynch February 2012 - Present
UBS Wealth Management January 2007 - February 2012
Morgan Stanley Smith Barney January 2003 - January 2007
Fidelity Investments September 1997 - January 2003
Skills
Series 7, Alternative Investments, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Wealth Management, Asset Allocation, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Securities, Finance, Financial Planning, Retirement
Education
Stephen F. Austin State University 1992 — 1997
BBA, Economics
Kara McIntyre-Rios Kara McIntyre-Rios's Merrill Lynch Experience December 2006 - Present
Job Administrative Mangers Assistant at Merrill Lynch, Long Island East Complex
Industry Financial Services
Experience
Merrill Lynch December 2006 - Present
Dave & Buster's Inc. October 2000 - December 2006
Skills
Budgets, Outlook, Social Media, Event Planning, Sales, Asset Allocation, PowerPoint, Investments, Microsoft Excel, Event Management, Leadership, Management, Strategic Planning, Asset Management, Social Media Marketing, Customer Service, Sales Management, Administrative..., Microsoft Word, Wealth Management, Team Building, Time Management
Education
State University of New York Empire State College
Human Services
Merrill Lynch December 2006 - Present
Dave & Buster's Inc. October 2000 - December 2006
Skills
Budgets, Outlook, Social Media, Event Planning, Sales, Asset Allocation, PowerPoint, Investments, Microsoft Excel, Event Management, Leadership, Management, Strategic Planning, Asset Management, Social Media Marketing, Customer Service, Sales Management, Administrative..., Microsoft Word, Wealth Management, Team Building, Time Management
Education
State University of New York Empire State College
Human Services
Susan Thomson Susan Thomson's Merrill Lynch Experience 1996 - 2000
Job Adjunct Professor at City College of New York
Industry Public Relations and Communications
Experience
City College of New York July 2015 - Present
Higher Ground Strategic Communications March 2013 - Present
Columbia University 2011 - Present
Seton Hall University June 2013 - September 2014
Bank of America March 2010 - May 2012
Citigroup November 2000 - March 2010
Merrill Lynch 1996 - 2000
PaineWebber 1993 - 1996
Independent Travel and Graduate Study 1991 - 1993
Bozell Public Relations May 1989 - December 1990
Skills
Marketing Communications, Marketing, Internal Communications, Corporate Communications, Public Relations, Marketing Strategy, Media Relations, Strategic Communications, Press Releases, Crisis Communications, Crisis Management, Corporate Social..., Social Media, Thought Leadership, New Media, Management, Financial Services, Strategy, Strategic Planning, Public Affairs, Editing
Education
State University of New York College at Oneonta 1985 — 1989
BS, Communications
Arlington High School
City College of New York July 2015 - Present
Higher Ground Strategic Communications March 2013 - Present
Columbia University 2011 - Present
Seton Hall University June 2013 - September 2014
Bank of America March 2010 - May 2012
Citigroup November 2000 - March 2010
Merrill Lynch 1996 - 2000
PaineWebber 1993 - 1996
Independent Travel and Graduate Study 1991 - 1993
Bozell Public Relations May 1989 - December 1990
Skills
Marketing Communications, Marketing, Internal Communications, Corporate Communications, Public Relations, Marketing Strategy, Media Relations, Strategic Communications, Press Releases, Crisis Communications, Crisis Management, Corporate Social..., Social Media, Thought Leadership, New Media, Management, Financial Services, Strategy, Strategic Planning, Public Affairs, Editing
Education
State University of New York College at Oneonta 1985 — 1989
BS, Communications
Arlington High School
Ken Lackner Ken Lackner's Merrill Lynch Experience November 1990 - Present
Job Senior VIce President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1990 - Present
Education
Stephen F. Austin State University 1978 — 1983
Bachelor of Arts (B.A.), Communications
Merrill Lynch November 1990 - Present
Education
Stephen F. Austin State University 1978 — 1983
Bachelor of Arts (B.A.), Communications
Jordan Bateman's Merrill Lynch Experience May 2004 - August 2005
Job
Industry Investment Management
Experience
Capstone Homes LLC July 2010 - Present
Greenlet Companies March 2012 - December 2014
Hines Real Estate Investments August 2005 - August 2011
Merrill Lynch May 2004 - August 2005
CB Richard Ellis 2003 - 2003
Skills
Real Estate, Real Estate Investor, Real Estate Acquisitions, Real Estate Transactions, Real Estate Finance, Residential, Commercial Real Estate, Investors, Investments, Deal Maker, Deal Sourcing, Financial Analysis, Funding, Syndications, Loans, Property Management, Small Business, Selling, Investment Properties, Mortgage, Purchase, Microsoft Office, Residential Homes, Mortgage Lending, Real Estate Economics, Leases, Short Sales, REO, Sellers, Property, Sales, Real Estate Financing, Deal Execution, Single Family Homes, Asset Management, Portfolio Management, Finance
Education
Stephen F. Austin State University 1999 — 2004
BBA, Finance, Economics
Capstone Homes LLC July 2010 - Present
Greenlet Companies March 2012 - December 2014
Hines Real Estate Investments August 2005 - August 2011
Merrill Lynch May 2004 - August 2005
CB Richard Ellis 2003 - 2003
Skills
Real Estate, Real Estate Investor, Real Estate Acquisitions, Real Estate Transactions, Real Estate Finance, Residential, Commercial Real Estate, Investors, Investments, Deal Maker, Deal Sourcing, Financial Analysis, Funding, Syndications, Loans, Property Management, Small Business, Selling, Investment Properties, Mortgage, Purchase, Microsoft Office, Residential Homes, Mortgage Lending, Real Estate Economics, Leases, Short Sales, REO, Sellers, Property, Sales, Real Estate Financing, Deal Execution, Single Family Homes, Asset Management, Portfolio Management, Finance
Education
Stephen F. Austin State University 1999 — 2004
BBA, Finance, Economics
Joshua Sorrentino, CPA Joshua Sorrentino, CPA's Merrill Lynch Experience May 2006 - February 2009
Job Tax Manager
Industry Accounting
Experience
Stanton & Leone December 2012 - Present
JW Goodliffe & Son February 2011 - December 2012
Amboy Bank via Accountemps September 2010 - December 2010
Merrill Lynch May 2006 - February 2009
Gunn Allen Financial September 2005 - March 2006
Joseph Stevens August 2002 - September 2005
Skills
Financial Reporting, Account Reconciliation, Bank Reconciliation, Income Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Monthly Closing, Journal Entries, Accounts Receivable, General Ledger, Accounts Payable, Client Billing, Checks, Invoicing, Financial Statements, Financial Statement..., Year-end Close, Microsoft Excel, TIMS, Microsoft Office, Physical Inventory, Auditing, Accounting, Cost Accounting
Education
DeVry University 2009 — 2010
BS, Technical Mgmt, Accounting Concentration
State University of New York College at Oswego 1998 — 2002
BS, Finance
Stanton & Leone December 2012 - Present
JW Goodliffe & Son February 2011 - December 2012
Amboy Bank via Accountemps September 2010 - December 2010
Merrill Lynch May 2006 - February 2009
Gunn Allen Financial September 2005 - March 2006
Joseph Stevens August 2002 - September 2005
Skills
Financial Reporting, Account Reconciliation, Bank Reconciliation, Income Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Monthly Closing, Journal Entries, Accounts Receivable, General Ledger, Accounts Payable, Client Billing, Checks, Invoicing, Financial Statements, Financial Statement..., Year-end Close, Microsoft Excel, TIMS, Microsoft Office, Physical Inventory, Auditing, Accounting, Cost Accounting
Education
DeVry University 2009 — 2010
BS, Technical Mgmt, Accounting Concentration
State University of New York College at Oswego 1998 — 2002
BS, Finance
Sarah Valente Sarah Valente's Merrill Lynch Experience September 2001 - June 2003
Job Senior Manager, Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Charles Schwab June 2011 - November 2012
Charles Schwab April 2007 - June 2011
Charles Schwab February 2003 - April 2007
Merrill Lynch September 2001 - June 2003
Putnam Investments May 1999 - September 2001
Skills
Series 7, Series 63, Series 9/10, Business Analysis, FINRA, Financial Services, Risk Management, Banking, Financial Analysis, Financial Risk, Investments, Mutual Funds, Relationship Management, Securities, Equities, Process Improvement, Project Management
Education
State University of New York College at Oswego 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Charles Schwab November 2012 - Present
Charles Schwab June 2011 - November 2012
Charles Schwab April 2007 - June 2011
Charles Schwab February 2003 - April 2007
Merrill Lynch September 2001 - June 2003
Putnam Investments May 1999 - September 2001
Skills
Series 7, Series 63, Series 9/10, Business Analysis, FINRA, Financial Services, Risk Management, Banking, Financial Analysis, Financial Risk, Investments, Mutual Funds, Relationship Management, Securities, Equities, Process Improvement, Project Management
Education
State University of New York College at Oswego 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Katthya Holsgrove Katthya Holsgrove's Merrill Lynch Experience August 2006 - July 2008
Job Officer Treasury Administration at Mizuho Bank
Industry Banking
Experience
Mizuho Bank August 2013 - March 2014
Brown Brothers Harriman June 2012 - June 2013
CLS Bank August 2008 - December 2011
Merrill Lynch August 2006 - July 2008
BNY Mellon December 2004 - August 2006
Norinchukin Bank August 2004 - December 2004
Calyon Corporate & Investment March 2004 - July 2004
Mitsubishi Trust July 2001 - March 2004
Dai-Ichi Kangyo Bank Ltd May 1999 - July 2001
Skills
Foreign Exchange, Money Market, SWIFT, OPICS, FXNET, Mysis, CLS, TRAM, Reuters, IBM System, Nats, Tracer, Sundry, Mantec, GTSS, FXALL, OFAC, KYC, US Patriot Act, FICC, Developed and correct..., Project Management, Provide Training Tools, Fluent in Spanish, SWIFT payments, Training, Risk Management, Bloomberg, Fixed Income, Account Reconciliation, Financial Services, Financial Risk, Investment Banking, FX trading, Trading, FX Options, SWIFT Payments
Education
SUNY Empire State College 2012 — 2014
Business Management, Economics
The New School New York 1994 — 1996
Non Credit Class, English as a Second Language, Accent Reduction and Public Speaking
Mizuho Bank August 2013 - March 2014
Brown Brothers Harriman June 2012 - June 2013
CLS Bank August 2008 - December 2011
Merrill Lynch August 2006 - July 2008
BNY Mellon December 2004 - August 2006
Norinchukin Bank August 2004 - December 2004
Calyon Corporate & Investment March 2004 - July 2004
Mitsubishi Trust July 2001 - March 2004
Dai-Ichi Kangyo Bank Ltd May 1999 - July 2001
Skills
Foreign Exchange, Money Market, SWIFT, OPICS, FXNET, Mysis, CLS, TRAM, Reuters, IBM System, Nats, Tracer, Sundry, Mantec, GTSS, FXALL, OFAC, KYC, US Patriot Act, FICC, Developed and correct..., Project Management, Provide Training Tools, Fluent in Spanish, SWIFT payments, Training, Risk Management, Bloomberg, Fixed Income, Account Reconciliation, Financial Services, Financial Risk, Investment Banking, FX trading, Trading, FX Options, SWIFT Payments
Education
SUNY Empire State College 2012 — 2014
Business Management, Economics
The New School New York 1994 — 1996
Non Credit Class, English as a Second Language, Accent Reduction and Public Speaking
Harold Clasen Harold Clasen's Merrill Lynch Experience 1978 - 1981
Job Institutional Sales & Trading FixedIncome
Industry Capital Markets
Experience
Esposito Securities, LLC 2013 - 2015
Cantor Fitzgerald 2011 - 2012
First Southwest Company 2002 - 2011
(Martin R.) Cox Petroleum Co., LLC 2000 - 2001
Kidder Peabody, Inc./Paine Webber, Inc. 1989 - 1998
Bear Stearns & Co., Inc. 1982 - 1989
Merrill Lynch 1978 - 1981
Skills
Investments, Equities, Trading, Structured Finance, Funding, Series 7, Hedge Funds, Series 63, Derivatives, Banking, Credit Markets, Capital Markets, Capital Allowances, CMOs, Royalties Trust, Bonds, Loans, Alternative Investments, Sales, Valuation, Capital Advisory, Municipal Bonds, Wealth Management, Taxables, RMBS, High Yield Bonds, CDS, Due Diligence, Trading Systems, Options, Mutual Funds, Fixed Income, Corporates
Education
SUNY Oswego
BA
SUNY Stony Brook
Bachelor of Arts (B.A.), Chemistry
Esposito Securities, LLC 2013 - 2015
Cantor Fitzgerald 2011 - 2012
First Southwest Company 2002 - 2011
(Martin R.) Cox Petroleum Co., LLC 2000 - 2001
Kidder Peabody, Inc./Paine Webber, Inc. 1989 - 1998
Bear Stearns & Co., Inc. 1982 - 1989
Merrill Lynch 1978 - 1981
Skills
Investments, Equities, Trading, Structured Finance, Funding, Series 7, Hedge Funds, Series 63, Derivatives, Banking, Credit Markets, Capital Markets, Capital Allowances, CMOs, Royalties Trust, Bonds, Loans, Alternative Investments, Sales, Valuation, Capital Advisory, Municipal Bonds, Wealth Management, Taxables, RMBS, High Yield Bonds, CDS, Due Diligence, Trading Systems, Options, Mutual Funds, Fixed Income, Corporates
Education
SUNY Oswego
BA
SUNY Stony Brook
Bachelor of Arts (B.A.), Chemistry
John L. Moscati's Merrill Lynch Experience February 2000 - April 2001
Job Mortgage Operations Manager at The Federal Savings Bank Lending Division
Industry Banking
Experience
The Federal Savings Bank June 2014 - Present
Wells Fargo Home Mortgage February 2013 - January 2014
Bank of America March 2012 - February 2013
PepsiCo - Tropicana November 2007 - August 2012
Sunnyside Federal Savings and Loan June 2008 - March 2012
Countrywide Home Loans June 2007 - December 2007
Fremont Bank February 2003 - May 2007
Ameriquest/Argent Mortgage Company January 1995 - January 2003
Merrill Lynch February 2000 - April 2001
Skills
Mortgage Banking, Banking, Mortgage Lending, FHA, Loan Origination, Loans, Credit, Residential Mortgages, Refinance, Credit Analysis, Coaching, Financial Services, Financial Structuring, Real Estate Financing, Residential Homes, Asset Management, Loan Servicing, Commercial Lending, Sales, Leadership, Management, Training, Team Building, Customer Service, Sales Management, Underwriting
Education
State University of New York College at Potsdam 1988 — 1992
Bachelor's degree, Economics/ Business Finance, 3.2
Saint Anthony's 1984 — 1988
The Federal Savings Bank June 2014 - Present
Wells Fargo Home Mortgage February 2013 - January 2014
Bank of America March 2012 - February 2013
PepsiCo - Tropicana November 2007 - August 2012
Sunnyside Federal Savings and Loan June 2008 - March 2012
Countrywide Home Loans June 2007 - December 2007
Fremont Bank February 2003 - May 2007
Ameriquest/Argent Mortgage Company January 1995 - January 2003
Merrill Lynch February 2000 - April 2001
Skills
Mortgage Banking, Banking, Mortgage Lending, FHA, Loan Origination, Loans, Credit, Residential Mortgages, Refinance, Credit Analysis, Coaching, Financial Services, Financial Structuring, Real Estate Financing, Residential Homes, Asset Management, Loan Servicing, Commercial Lending, Sales, Leadership, Management, Training, Team Building, Customer Service, Sales Management, Underwriting
Education
State University of New York College at Potsdam 1988 — 1992
Bachelor's degree, Economics/ Business Finance, 3.2
Saint Anthony's 1984 — 1988
Michael DeCourcey's Merrill Lynch Experience May 2011 - August 2011
Job Research Intern at SUNY Upstate Medical University, Intern at Syracuse Eye Center, Technology Support at SU: ITS
Industry Medical Practice
Experience
Syracuse University Club Soccer September 2013 - Present
Syracuse Eye Center June 2013 - Present
Say Yes to Education February 2013 - Present
SUNY Upstate Medical University April 2012 - Present
Syracuse University: ITS January 2011 - Present
C&R Vision Center, Inc. May 2012 - August 2012
Say Yes to Education January 2012 - May 2012
Merrill Lynch May 2011 - August 2011
Syracuse University: Photo and Imaging Center January 2011 - May 2011
Western New York State Referee Association May 2005 - November 2007
Skills
PCR, Immunohistochemistry, DNA extraction, Molecular Biology, Gel Electrophoresis, Fluorescence Microscopy
Education
State University of New York Upstate Medical University 2014 — 2018
Doctor of Medicine (M.D.)
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Biology, General, Junior
Canandaigua Academy 2006 — 2010
International Baccalaureate Diploma with Distinction
Syracuse University Club Soccer September 2013 - Present
Syracuse Eye Center June 2013 - Present
Say Yes to Education February 2013 - Present
SUNY Upstate Medical University April 2012 - Present
Syracuse University: ITS January 2011 - Present
C&R Vision Center, Inc. May 2012 - August 2012
Say Yes to Education January 2012 - May 2012
Merrill Lynch May 2011 - August 2011
Syracuse University: Photo and Imaging Center January 2011 - May 2011
Western New York State Referee Association May 2005 - November 2007
Skills
PCR, Immunohistochemistry, DNA extraction, Molecular Biology, Gel Electrophoresis, Fluorescence Microscopy
Education
State University of New York Upstate Medical University 2014 — 2018
Doctor of Medicine (M.D.)
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Biology, General, Junior
Canandaigua Academy 2006 — 2010
International Baccalaureate Diploma with Distinction
Josh Groman Josh Groman's Merrill Lynch Experience January 2007 - January 2008
Job CoHead Life Sciences at MidCap Financial
Industry Venture Capital & Private Equity
Experience
MidCap Financial September 2008 - Present
ClearView Healthcare Partners February 2008 - August 2008
Merrill Lynch January 2007 - January 2008
Leerink Swann January 2004 - January 2007
Skills
Lifesciences, Financial Modeling, Biotechnology, Venture Capital, Due Diligence, Private Equity, Corporate Development, Valuation, Portfolio Management, Healthcare, Corporate Finance, Business Strategy, Strategy, Pharmaceutical Industry, Investment Banking
Education
Johns Hopkins School of Medicine 1999 — 2003
PhD, Medical genetics and molecular biology
Vanderbilt University 1996 — 1999
MS, Evolutionary Biology
State University of New York College of Environmental Sciences and Forestry 1992 — 1996
BS, Biology
MidCap Financial September 2008 - Present
ClearView Healthcare Partners February 2008 - August 2008
Merrill Lynch January 2007 - January 2008
Leerink Swann January 2004 - January 2007
Skills
Lifesciences, Financial Modeling, Biotechnology, Venture Capital, Due Diligence, Private Equity, Corporate Development, Valuation, Portfolio Management, Healthcare, Corporate Finance, Business Strategy, Strategy, Pharmaceutical Industry, Investment Banking
Education
Johns Hopkins School of Medicine 1999 — 2003
PhD, Medical genetics and molecular biology
Vanderbilt University 1996 — 1999
MS, Evolutionary Biology
State University of New York College of Environmental Sciences and Forestry 1992 — 1996
BS, Biology
Kathryn Frevola's Merrill Lynch Experience November 2007 - July 2014
Job VP, Associate Relationship Manager ECRT
Industry Financial Services
Experience
Bank of America July 2014 - Present
Merrill Lynch November 2007 - July 2014
Morgan Stanley Smith Barney February 2006 - November 2007
Skills
Wealth Management, Retirement Planning, Asset Allocation, Microsoft Office, Customer Service, Salesforce.com, Portfolio Management, Trading, Insurance, Mutual Funds, Fixed Income, Equities, Investment Strategies, Investments, Series 7, Series 63, Securities, Alternative Investments, Asset Management, Options, Bloomberg, Credit, Finance, Private Equity, Series 65, Wealth Management..., IRAs, Bonds, Retirement, Investment Management, Fixed Annuities, 401k, Separately Managed..., High Net Worth..., 401k Rollovers, Financial Markets, Relationship Management, Variable Annuities, Life Insurance, Loans, FINRA, Hedge Funds, Strategic Financial..., ETFs, Investment Advisory, Financial Advisory, Bloomberg Terminal, Options Strategies, Private Banking, Life
Education
Webster University 2015 — 2016
Master of Business Administration (MBA)
SUNY Oneonta 2001 — 2005
BS, Business/Economics
St. Anthony's High School 1997 — 2001
Bank of America July 2014 - Present
Merrill Lynch November 2007 - July 2014
Morgan Stanley Smith Barney February 2006 - November 2007
Skills
Wealth Management, Retirement Planning, Asset Allocation, Microsoft Office, Customer Service, Salesforce.com, Portfolio Management, Trading, Insurance, Mutual Funds, Fixed Income, Equities, Investment Strategies, Investments, Series 7, Series 63, Securities, Alternative Investments, Asset Management, Options, Bloomberg, Credit, Finance, Private Equity, Series 65, Wealth Management..., IRAs, Bonds, Retirement, Investment Management, Fixed Annuities, 401k, Separately Managed..., High Net Worth..., 401k Rollovers, Financial Markets, Relationship Management, Variable Annuities, Life Insurance, Loans, FINRA, Hedge Funds, Strategic Financial..., ETFs, Investment Advisory, Financial Advisory, Bloomberg Terminal, Options Strategies, Private Banking, Life
Education
Webster University 2015 — 2016
Master of Business Administration (MBA)
SUNY Oneonta 2001 — 2005
BS, Business/Economics
St. Anthony's High School 1997 — 2001
Jeffrey Kusterer Jeffrey Kusterer's Merrill Lynch Experience January 2005 - December 2007
Job Regional Director at Financial Products LLC.
Industry Financial Services
Experience
Financial Products LLC March 2010 - Present
VALIC May 2008 - March 2010
Merrill Lynch January 2005 - December 2007
Sun Life Financial March 2004 - December 2004
AllianceBernstein February 1994 - March 2004
Skills
Structured Products, Sales, Investments, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Derivatives, Fixed Annuities, Retirement, Commodity, Marketing, Series 7, Asset Allocation, Series 63, Wealth Management, Investment Advisory, Securities, Fixed Income, ETFs
Education
SUNY Oswego 1985 — 1989
Bachelor's degree, Economics
Financial Products LLC March 2010 - Present
VALIC May 2008 - March 2010
Merrill Lynch January 2005 - December 2007
Sun Life Financial March 2004 - December 2004
AllianceBernstein February 1994 - March 2004
Skills
Structured Products, Sales, Investments, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Derivatives, Fixed Annuities, Retirement, Commodity, Marketing, Series 7, Asset Allocation, Series 63, Wealth Management, Investment Advisory, Securities, Fixed Income, ETFs
Education
SUNY Oswego 1985 — 1989
Bachelor's degree, Economics
Sean Scruggs's Merrill Lynch Experience July 2006 - July 2010
Job Lead Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial July 2010 - Present
Merrill Lynch July 2006 - July 2010
Merrill Lynch February 2005 - July 2006
Merrill Lynch 2003 - 2005
Skills
Financial Goals, Finance, College Savings Plans, Income Protection, Retirement Savings, Pensions, Financial Statement..., Financial Risk, Separately Managed..., Financial Markets, Small Business Lending, Due Diligence, Cash Management, Relationship Management, Stock Market, Equity Trading, Corporate Finance, Portfolio Optimization, Stocks
Education
Texas Tech University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Stephen F. Austin State University 1995 — 1997
Accounting
Thrivent Financial July 2010 - Present
Merrill Lynch July 2006 - July 2010
Merrill Lynch February 2005 - July 2006
Merrill Lynch 2003 - 2005
Skills
Financial Goals, Finance, College Savings Plans, Income Protection, Retirement Savings, Pensions, Financial Statement..., Financial Risk, Separately Managed..., Financial Markets, Small Business Lending, Due Diligence, Cash Management, Relationship Management, Stock Market, Equity Trading, Corporate Finance, Portfolio Optimization, Stocks
Education
Texas Tech University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Stephen F. Austin State University 1995 — 1997
Accounting
Scott Collins Scott Collins's Merrill Lynch Experience September 1995 - February 1998
Job Director Institutional Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional January 2013 - Present
FirstPoint Partners January 2011 - January 2013
LPL Financial February 1998 - January 2011
Merrill Lynch September 1995 - February 1998
Skills
Financial Advisory, Licensing, Series 7, Sales Operations, Portfolio Management, Leadership, Wealth Management, Business Development, Salesforce.com, Retirement Planning, Finance, Investments, Consulting, Asset Management, Recruiting, Securities, Investment Strategies, Investment Management, Strategy, Investment Advisory, Asset Allocation, Management, Series 63, Relationship Management, FINRA, 401k, Financial Services, Estate Planning, Hedge Funds, Fixed Income, Equities, Retirement, Mutual Funds, Strategic Financial..., Negotiation, Alternative Investments, Analysis, Series 65, IRAs, Series 24
Education
Texas A&M University 1992 — 1994
B.S., Psychology
Stephen F. Austin State University 1988 — 1990
TD Ameritrade Institutional January 2013 - Present
FirstPoint Partners January 2011 - January 2013
LPL Financial February 1998 - January 2011
Merrill Lynch September 1995 - February 1998
Skills
Financial Advisory, Licensing, Series 7, Sales Operations, Portfolio Management, Leadership, Wealth Management, Business Development, Salesforce.com, Retirement Planning, Finance, Investments, Consulting, Asset Management, Recruiting, Securities, Investment Strategies, Investment Management, Strategy, Investment Advisory, Asset Allocation, Management, Series 63, Relationship Management, FINRA, 401k, Financial Services, Estate Planning, Hedge Funds, Fixed Income, Equities, Retirement, Mutual Funds, Strategic Financial..., Negotiation, Alternative Investments, Analysis, Series 65, IRAs, Series 24
Education
Texas A&M University 1992 — 1994
B.S., Psychology
Stephen F. Austin State University 1988 — 1990
Caroline (Karen) Carrington's Merrill Lynch Experience November 2005 - August 2006
Job Certified Tantra Educator Conscious Relationship & Intimacy Coach at Jewel in the Lotus Coaching
Industry Professional Training & Coaching
Experience
Jewel in the Lotus Coaching May 2013 - Present
Jewel in the Lotus Consulting 2010 - May 2013
Kurt Salmon Associates June 2009 - June 2010
Merrill Lynch November 2005 - August 2006
Coronation International March 2001 - October 2002
Sporting Index September 2000 - February 2001
Build Europe March 2000 - August 2000
Bovis Lend Lease January 2000 - March 2000
Paddington Churches Housing Association December 1998 - December 1999
Skills
Professional Organizing, Outlook, Excel, Lotus Notes, Salesforce.com, Maximizer, Afrikaans, AS400, PowerPoint, Word, Mac OS X, Microsoft Office, Administration, Writing, Time Management, Administrative Support, Windows, Coaching, Lacerte, Timeslips, QuickBooks, Facebook Marketing, Social Networking, Healing, Decluttering, Psychology, Productivity, Efficiency, Health, Office Organizing, Environmental Awareness, Green, Research, Online Research, Facebook Fan Page..., Meeting Scheduling, Administrative..., Microsoft Excel, OS X, Microsoft Word, Tantra, Communication Skills, Sexuality Education, Raw Food, Mantra, Community Development, Teaching, Start-ups, Personal Development, Project Planning
Education
Stellenbosch University/Universiteit Stellenbosch 1996 — 1998
Bachelor of Arts, Political Science and French
Jewel in the Lotus Coaching May 2013 - Present
Jewel in the Lotus Consulting 2010 - May 2013
Kurt Salmon Associates June 2009 - June 2010
Merrill Lynch November 2005 - August 2006
Coronation International March 2001 - October 2002
Sporting Index September 2000 - February 2001
Build Europe March 2000 - August 2000
Bovis Lend Lease January 2000 - March 2000
Paddington Churches Housing Association December 1998 - December 1999
Skills
Professional Organizing, Outlook, Excel, Lotus Notes, Salesforce.com, Maximizer, Afrikaans, AS400, PowerPoint, Word, Mac OS X, Microsoft Office, Administration, Writing, Time Management, Administrative Support, Windows, Coaching, Lacerte, Timeslips, QuickBooks, Facebook Marketing, Social Networking, Healing, Decluttering, Psychology, Productivity, Efficiency, Health, Office Organizing, Environmental Awareness, Green, Research, Online Research, Facebook Fan Page..., Meeting Scheduling, Administrative..., Microsoft Excel, OS X, Microsoft Word, Tantra, Communication Skills, Sexuality Education, Raw Food, Mantra, Community Development, Teaching, Start-ups, Personal Development, Project Planning
Education
Stellenbosch University/Universiteit Stellenbosch 1996 — 1998
Bachelor of Arts, Political Science and French
Bruce Ballaban Bruce Ballaban's Merrill Lynch Experience 1994 - 1998
Job IT Infrastructure Executive
Industry Information Technology and Services
Experience
mindSHIFT October 2009 - Present
Invision/Mindshift 2007 - Present
Coolbrands International January 2006 - December 2006
Private Consultant 2004 - 2006
Medidata Solutions April 2004 - October 2004
Canon October 2002 - February 2004
Mount Sinai NYU Health September 2000 - July 2002
Tullet Liberty 1999 - 2000
Viaplex 1998 - 1999
Merrill Lynch 1994 - 1998
Skills
PMP, IT Strategy, Outsourcing, Process Improvement, IT Operations, Disaster Recovery, Technical Support, Network Security, Project Management, Security, Vendor Management, Integration, IIS, Data Center, DHCP, Project Planning, Cisco Technologies, Information Technology, Management, VPN, Strategy, Telecommunications, VoIP, Information Security, Networking, Switches, Technical Architecture, Business Continuity, Routers, Firewalls, Cross-functional Team..., WAN, IT Management, Software Development, Solution Architecture, Network Design, System Administration, Managed Services, ITIL Certified, Infrastructure, Resource Management, Cloud Computing, Network Administration, Leadership, Network Engineering
Education
State University of New York Empire State College 2007 — 2008
B.S., Business Admnistration
State University of New York Empire State College 2007 — 2007
A.S., Business Administration
mindSHIFT October 2009 - Present
Invision/Mindshift 2007 - Present
Coolbrands International January 2006 - December 2006
Private Consultant 2004 - 2006
Medidata Solutions April 2004 - October 2004
Canon October 2002 - February 2004
Mount Sinai NYU Health September 2000 - July 2002
Tullet Liberty 1999 - 2000
Viaplex 1998 - 1999
Merrill Lynch 1994 - 1998
Skills
PMP, IT Strategy, Outsourcing, Process Improvement, IT Operations, Disaster Recovery, Technical Support, Network Security, Project Management, Security, Vendor Management, Integration, IIS, Data Center, DHCP, Project Planning, Cisco Technologies, Information Technology, Management, VPN, Strategy, Telecommunications, VoIP, Information Security, Networking, Switches, Technical Architecture, Business Continuity, Routers, Firewalls, Cross-functional Team..., WAN, IT Management, Software Development, Solution Architecture, Network Design, System Administration, Managed Services, ITIL Certified, Infrastructure, Resource Management, Cloud Computing, Network Administration, Leadership, Network Engineering
Education
State University of New York Empire State College 2007 — 2008
B.S., Business Admnistration
State University of New York Empire State College 2007 — 2007
A.S., Business Administration
Matthew Logan, CAIA Matthew Logan, CAIA's Merrill Lynch Experience June 2012 - August 2014
Job Client Service Associate at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors August 2014 - Present
Merrill Lynch June 2012 - August 2014
Empire Asset Management Company July 2011 - June 2012
HFP Capital Markets August 2010 - July 2011
Skills
Client Services, Institutional Sales, Investor Relations, Defined Contribution, Key Account Management, National Accounts, Separately Managed..., Fixed Income, Equities, Alternative Investments, Mutual Funds, Capital Raising, Investment Management, Asset Management, Wealth Management, Portfolio Management, Hedge Funds, Private Equity, Structured Products, Insurance, Asset Allocation, Series 7, Series 65, Series 63, CAIA
Education
SUNY Oneonta 2006 — 2010
Bachelor of Science in Business Economics, Finance
Allianz Global Investors August 2014 - Present
Merrill Lynch June 2012 - August 2014
Empire Asset Management Company July 2011 - June 2012
HFP Capital Markets August 2010 - July 2011
Skills
Client Services, Institutional Sales, Investor Relations, Defined Contribution, Key Account Management, National Accounts, Separately Managed..., Fixed Income, Equities, Alternative Investments, Mutual Funds, Capital Raising, Investment Management, Asset Management, Wealth Management, Portfolio Management, Hedge Funds, Private Equity, Structured Products, Insurance, Asset Allocation, Series 7, Series 65, Series 63, CAIA
Education
SUNY Oneonta 2006 — 2010
Bachelor of Science in Business Economics, Finance
Christina Seeley Christina Seeley's Merrill Lynch Experience September 2007 - December 2008
Job National Retail Closing Manager at Freedom Mortgage
Industry Financial Services
Experience
Freedom Mortgage November 2014 - Present
Continental Home Loans Inc. February 2013 - November 2014
Recovco Mortgage Management July 2010 - November 2012
New York Life Insurance Company August 2009 - April 2011
Merrill Lynch September 2007 - December 2008
American Home Mortgage September 2000 - August 2007
Island Mortgage Network July 1996 - August 2000
Skills
Mortgage, Loans, Due Diligence, Funding, Account Management, Mortgage Lending, Financial Services, Leadership, Risk Management, Management, Banking
Education
State University of New York College at Plattsburgh 1994 — 1996
Suffolk County Community College 1992 — 1994
Associates
Freedom Mortgage November 2014 - Present
Continental Home Loans Inc. February 2013 - November 2014
Recovco Mortgage Management July 2010 - November 2012
New York Life Insurance Company August 2009 - April 2011
Merrill Lynch September 2007 - December 2008
American Home Mortgage September 2000 - August 2007
Island Mortgage Network July 1996 - August 2000
Skills
Mortgage, Loans, Due Diligence, Funding, Account Management, Mortgage Lending, Financial Services, Leadership, Risk Management, Management, Banking
Education
State University of New York College at Plattsburgh 1994 — 1996
Suffolk County Community College 1992 — 1994
Associates
Shari Arnowitz Shari Arnowitz's Merrill Lynch Experience September 1985 - January 1998
Job Business Owner at SGA Solutions Inc.
Industry Accounting
Experience
SGA CONSULTING INC April 2013 - Present
RICHARD STARK CPA January 1999 - December 2014
Merrill Lynch September 1985 - January 1998
HENRY CROWN AND COMPANY September 1981 - June 1985
MOSES AND SCHREIBER, LLP September 1980 - September 1981
Skills
Accounting, Financial Reporting, QuickBooks, Financial Analysis, Payroll, Accounts Payable, Microsoft Excel, Financial Statements, Financial Accounting, Tax, Small Business, Finance, Accounts Receivable, Public Speaking, Internal Controls, Account Reconciliation, General Ledger, Real Estate, Strategic Planning, Corporate Tax, Strategy, Strategic Financial..., GAAP, Excellent Communication..., QUICKBOOKS DESKTOP, QUICK BOOKS ONLINE
Education
SUNY Oneonta 1976 — 1980
Bachelor of Science (BS), Economics AND ACCOUNTING, Graduated with High Honors.
SGA CONSULTING INC April 2013 - Present
RICHARD STARK CPA January 1999 - December 2014
Merrill Lynch September 1985 - January 1998
HENRY CROWN AND COMPANY September 1981 - June 1985
MOSES AND SCHREIBER, LLP September 1980 - September 1981
Skills
Accounting, Financial Reporting, QuickBooks, Financial Analysis, Payroll, Accounts Payable, Microsoft Excel, Financial Statements, Financial Accounting, Tax, Small Business, Finance, Accounts Receivable, Public Speaking, Internal Controls, Account Reconciliation, General Ledger, Real Estate, Strategic Planning, Corporate Tax, Strategy, Strategic Financial..., GAAP, Excellent Communication..., QUICKBOOKS DESKTOP, QUICK BOOKS ONLINE
Education
SUNY Oneonta 1976 — 1980
Bachelor of Science (BS), Economics AND ACCOUNTING, Graduated with High Honors.
Jim DiBlasi Jim DiBlasi's Merrill Lynch Experience January 1996 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1996 - Present
Onondaga County 1999 - 2007
United States Marine Corps 1986 - 1991
Skills
Investments, Strategic Financial..., Asset Management, Wealth Management, Securities, Portfolio Management, Estate Planning, Private Equity
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
MBA, Finance & Accounting
State University of New York College at Oswego 1983 — 1987
BA, History
Canterbury School 1980 — 1982
Merrill Lynch January 1996 - Present
Onondaga County 1999 - 2007
United States Marine Corps 1986 - 1991
Skills
Investments, Strategic Financial..., Asset Management, Wealth Management, Securities, Portfolio Management, Estate Planning, Private Equity
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
MBA, Finance & Accounting
State University of New York College at Oswego 1983 — 1987
BA, History
Canterbury School 1980 — 1982
Jeanmarie Dowling Jeanmarie Dowling's Merrill Lynch Experience May 1995 - February 2002
Job Consultant Senior Project Manager, PMP
Industry Information Technology and Services
Experience
Fiserv EFT December 2012 - Present
MetLife January 2011 - June 2012
Guardian Life Insurance January 2010 - January 2011
Independent Consultant September 2008 - January 2010
sanofi-aventis March 2008 - September 2008
ETS July 2006 - January 2008
Novartis Pharmaceutical June 2006 - July 2006
Bristol-Myers Squibb September 2003 - December 2005
Merrill Lynch May 1995 - February 2002
Skills
SDLC, PMP, Vendor Management, Change Management, Resource Management, Project Portfolio..., CRM, IT Management, Yellow Belt, SharePoint, Project Management, PMO, Program Management, Business Process, Cross-functional Team..., Business Analysis, ITIL
Education
State University of New York at Oswego
BS, Computer Science
Fiserv EFT December 2012 - Present
MetLife January 2011 - June 2012
Guardian Life Insurance January 2010 - January 2011
Independent Consultant September 2008 - January 2010
sanofi-aventis March 2008 - September 2008
ETS July 2006 - January 2008
Novartis Pharmaceutical June 2006 - July 2006
Bristol-Myers Squibb September 2003 - December 2005
Merrill Lynch May 1995 - February 2002
Skills
SDLC, PMP, Vendor Management, Change Management, Resource Management, Project Portfolio..., CRM, IT Management, Yellow Belt, SharePoint, Project Management, PMO, Program Management, Business Process, Cross-functional Team..., Business Analysis, ITIL
Education
State University of New York at Oswego
BS, Computer Science
Kristina O'Keefe Kristina O'Keefe's Merrill Lynch Experience 1998 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Nauraushaun Nursery School January 2011 - June 2013
Nauraushaun Nursery School June 2010 - January 2011
Merrill Lynch 1998 - 2006
Skills
Equities, Mutual Funds, Retirement Planning, Investments, Series 7, Bloomberg
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Political Science
Nauraushaun Nursery School January 2011 - June 2013
Nauraushaun Nursery School June 2010 - January 2011
Merrill Lynch 1998 - 2006
Skills
Equities, Mutual Funds, Retirement Planning, Investments, Series 7, Bloomberg
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Political Science
Scott Stanfield Scott Stanfield's Merrill Lynch Experience June 2012 - August 2012
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
IMG Financial Group 2013 - 2013
Sports Shack Bar and Grill November 2010 - November 2012
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Management, Series 7, Investments, Strategic Financial..., Financial Services, Establish & Maintain...
Education
Stephen F. Austin State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.5
Morgan Stanley Wealth Management August 2013 - Present
IMG Financial Group 2013 - 2013
Sports Shack Bar and Grill November 2010 - November 2012
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Management, Series 7, Investments, Strategic Financial..., Financial Services, Establish & Maintain...
Education
Stephen F. Austin State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.5
Shaheen Soltankhah Shaheen Soltankhah's Merrill Lynch Experience September 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
New York State Unified Court System April 2010 - June 2011
Skills
Securities, Series 7, Microsoft Excel, Microsoft Office, PowerPoint, Mutual Funds, Retirement Planning, Public Speaking, Salesforce.com, Microsoft Word, Alternative Investments, Investment Strategies, Financial Analysis, Financial Services, Financial Advisory, Investment Advisory, Insurance, Retirement, Equities, Asset Allocation, Wealth Management, IRAs, Estate Planning, Investment Management, Strategic Financial..., 401k, ETFs, Series 65, Fixed Annuities, Series 63, Financial Planning
Education
SUNY Oneonta 2005 — 2009
Bachelor of Science (B.S.), Business Economics
Kingston High School 2001 — 2005
Merrill Lynch September 2011 - Present
New York State Unified Court System April 2010 - June 2011
Skills
Securities, Series 7, Microsoft Excel, Microsoft Office, PowerPoint, Mutual Funds, Retirement Planning, Public Speaking, Salesforce.com, Microsoft Word, Alternative Investments, Investment Strategies, Financial Analysis, Financial Services, Financial Advisory, Investment Advisory, Insurance, Retirement, Equities, Asset Allocation, Wealth Management, IRAs, Estate Planning, Investment Management, Strategic Financial..., 401k, ETFs, Series 65, Fixed Annuities, Series 63, Financial Planning
Education
SUNY Oneonta 2005 — 2009
Bachelor of Science (B.S.), Business Economics
Kingston High School 2001 — 2005
Cody Sherrod Cody Sherrod's Merrill Lynch Experience 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
The Daniel Group January 2012 - December 2012
Maxim Healthcare Services January 2011 - December 2011
Skills
Applicant Tracking..., Staffing Services, Talent Acquisition, Contract Recruitment, Temporary Staffing, Investment Strategies, Investment Management, Investment Advisory
Education
The University of Texas at Austin 2003 — 2007
B.A., Psychology, Business
Stephen F. Austin State University
Merrill Lynch 2012 - Present
The Daniel Group January 2012 - December 2012
Maxim Healthcare Services January 2011 - December 2011
Skills
Applicant Tracking..., Staffing Services, Talent Acquisition, Contract Recruitment, Temporary Staffing, Investment Strategies, Investment Management, Investment Advisory
Education
The University of Texas at Austin 2003 — 2007
B.A., Psychology, Business
Stephen F. Austin State University
Evril Clayton Jr. Evril Clayton Jr.'s Merrill Lynch Experience September 2005 - August 2007
Job Special Investment OfficerAlpha Portfolio at New York State Common Retirement Fund
Industry Investment Management
Experience
New York State Common Retirement Fund 2011 - Present
Kuramo Capital Management April 2010 - September 2011
Rensselaer Polytechnic Institute August 2007 - March 2010
Merrill Lynch September 2005 - August 2007
SMITH BARNEY June 2004 - August 2004
State University at Potsdam January 2004 - May 2004
Skills
Asset Allocation, Finance, Investment Management, Investments, Mutual Funds, Trading, Hedge Funds, Equities, Alternative Investments
Education
Union College 2011 — 2013
Master of Business Administration, Finance
State University of New York College at Potsdam 2002 — 2005
B.S, Business Administration
Avon Old Farms 2000 — 2001
Albany Academy 1996 — 2000
High school diploma
New York State Common Retirement Fund 2011 - Present
Kuramo Capital Management April 2010 - September 2011
Rensselaer Polytechnic Institute August 2007 - March 2010
Merrill Lynch September 2005 - August 2007
SMITH BARNEY June 2004 - August 2004
State University at Potsdam January 2004 - May 2004
Skills
Asset Allocation, Finance, Investment Management, Investments, Mutual Funds, Trading, Hedge Funds, Equities, Alternative Investments
Education
Union College 2011 — 2013
Master of Business Administration, Finance
State University of New York College at Potsdam 2002 — 2005
B.S, Business Administration
Avon Old Farms 2000 — 2001
Albany Academy 1996 — 2000
High school diploma
Stephen Wirth's Merrill Lynch Experience June 2009 - August 2009
Job Bodily Injury Examiner at GEICO
Industry Insurance
Experience
GEICO September 2011 - Present
New York Life Insurance Company June 2011 - September 2011
Merrill Lynch June 2009 - August 2009
Tandem Medical Equipment June 2007 - January 2009
Skills
Variable Life, Insurance, Retirement Planning, Marketing, Life Insurance, Photoshop, College Funding..., Personal Finance, Sales, Fixed Annuities, Research, Disability Insurance
Education
State University of New York College at Oswego 2007 — 2011
GEICO September 2011 - Present
New York Life Insurance Company June 2011 - September 2011
Merrill Lynch June 2009 - August 2009
Tandem Medical Equipment June 2007 - January 2009
Skills
Variable Life, Insurance, Retirement Planning, Marketing, Life Insurance, Photoshop, College Funding..., Personal Finance, Sales, Fixed Annuities, Research, Disability Insurance
Education
State University of New York College at Oswego 2007 — 2011
Grace Bianchi Grace Bianchi's Merrill Lynch Experience 1996 - 2000
Job Fund Administrator at ICV Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
ICV Capital Partners, LLC March 2000 - Present
Merrill Lynch 1996 - 2000
Aon 1995 - 1996
Babyfair, Inc. 1993 - 1994
DLJ 1991 - 1993
Skills
Venture Capital, Investments, Financial Modeling, Private Equity, Budgets, Microsoft Office, Risk Management, Valuation, Due Diligence
Education
State University of New York Empire State College
BS in Business, Mgmt & Economics, Human Resource Mgmt.
ICV Capital Partners, LLC March 2000 - Present
Merrill Lynch 1996 - 2000
Aon 1995 - 1996
Babyfair, Inc. 1993 - 1994
DLJ 1991 - 1993
Skills
Venture Capital, Investments, Financial Modeling, Private Equity, Budgets, Microsoft Office, Risk Management, Valuation, Due Diligence
Education
State University of New York Empire State College
BS in Business, Mgmt & Economics, Human Resource Mgmt.
Carla Serusa Hart's Merrill Lynch Experience September 2000 - December 2006
Job Employment/Recruitment Specialist at WENDEL Companies
Industry Architecture & Planning
Experience
WENDEL Companies January 2007 - Present
WENDEL Companies May 1984 - June 2011
Merrill Lynch September 2000 - December 2006
MEN-CAN Construction, Inc. 1987 - 1989
Skills
Employee Relations, Recruiting, Organizational..., Employee Benefits, Training, HRIS, Talent Management, Interviews, Human Resources, Performance Management, Applicant Tracking..., Talent Acquisition, Microsoft Office, Onboarding, College Recruiting, Staff Development, Job Descriptions, Leadership, Personnel Management, Benefits Administration, Benefits Negotiation, Hiring, HR Policies, Screening, Contract Recruitment, Deferred Compensation, Staffing Services, Budgets, Internet Recruiting, Leadership Development, Executive Search, Employee Training, Labor Relations, Project Management, HR Consulting, Payroll, Employee Engagement, Management, Sales, Microsoft Excel, New Hire Orientations, Sourcing, Business Development, Career Development, Succession Planning, FMLA, Strategic Planning, Technical Recruiting, Workforce Planning, Notary Public
Education
State University of New York Empire State College
Business Management, Business Management with emphasis on Human Resources, 3.89
Lockport Senior High
Niagara Community College
Business
WENDEL Companies January 2007 - Present
WENDEL Companies May 1984 - June 2011
Merrill Lynch September 2000 - December 2006
MEN-CAN Construction, Inc. 1987 - 1989
Skills
Employee Relations, Recruiting, Organizational..., Employee Benefits, Training, HRIS, Talent Management, Interviews, Human Resources, Performance Management, Applicant Tracking..., Talent Acquisition, Microsoft Office, Onboarding, College Recruiting, Staff Development, Job Descriptions, Leadership, Personnel Management, Benefits Administration, Benefits Negotiation, Hiring, HR Policies, Screening, Contract Recruitment, Deferred Compensation, Staffing Services, Budgets, Internet Recruiting, Leadership Development, Executive Search, Employee Training, Labor Relations, Project Management, HR Consulting, Payroll, Employee Engagement, Management, Sales, Microsoft Excel, New Hire Orientations, Sourcing, Business Development, Career Development, Succession Planning, FMLA, Strategic Planning, Technical Recruiting, Workforce Planning, Notary Public
Education
State University of New York Empire State College
Business Management, Business Management with emphasis on Human Resources, 3.89
Lockport Senior High
Niagara Community College
Business
Michael Tumulty Michael Tumulty's Merrill Lynch Experience September 2005 - January 2008
Job Hedge Fund Services Executive
Industry Investment Management
Experience
Merrill Lynch September 2005 - January 2008
Bear Stearns 1986 - 2003
Education
State University of New York College at Oswego 1977 — 1981
Merrill Lynch September 2005 - January 2008
Bear Stearns 1986 - 2003
Education
State University of New York College at Oswego 1977 — 1981
Dan Gardiner Dan Gardiner's Merrill Lynch Experience 1999 - 2002
Job Account Executive SLG at Software AG
Industry Information Technology and Services
Experience
Software AG December 2012 - Present
Choice Connections of Northern Virginia November 2009 - December 2012
Wilson Golf June 2009 - March 2010
Club Glove June 2009 - March 2010
Nike Golf April 2006 - May 2009
Wachovia Securities, LLC 2002 - 2004
Merrill Lynch 1999 - 2002
Cleveland Golf 1991 - 1999
Maxfli Golf 1996 - 1997
Skills
Senior Housing Expert, Assisted Living..., Alzheimer's Housing..., Seniors Housing, Healthcare, Sales, Assisted Living, Competitive Analysis, Sales Operations, Training, Management, Elder Care, Solution Selling, Program Management, Customer Service, Salesforce.com, Golf, Merchandising, Retail, Coaching, Selling, Account Management, Cold Calling, Sales Process, Time Management, Strategic Planning, Business Development, Direct Sales, Marketing, Budgets
Education
State University of New York College at Plattsburgh 1982 — 1985
Bachelor of Arts (B.A.), History
Hebron Academy 1980 — 1981
East Greenwich High School 1977 — 1980
Software AG December 2012 - Present
Choice Connections of Northern Virginia November 2009 - December 2012
Wilson Golf June 2009 - March 2010
Club Glove June 2009 - March 2010
Nike Golf April 2006 - May 2009
Wachovia Securities, LLC 2002 - 2004
Merrill Lynch 1999 - 2002
Cleveland Golf 1991 - 1999
Maxfli Golf 1996 - 1997
Skills
Senior Housing Expert, Assisted Living..., Alzheimer's Housing..., Seniors Housing, Healthcare, Sales, Assisted Living, Competitive Analysis, Sales Operations, Training, Management, Elder Care, Solution Selling, Program Management, Customer Service, Salesforce.com, Golf, Merchandising, Retail, Coaching, Selling, Account Management, Cold Calling, Sales Process, Time Management, Strategic Planning, Business Development, Direct Sales, Marketing, Budgets
Education
State University of New York College at Plattsburgh 1982 — 1985
Bachelor of Arts (B.A.), History
Hebron Academy 1980 — 1981
East Greenwich High School 1977 — 1980
Matthew St. John Matthew St. John's Merrill Lynch Experience January 2012 - Present
Job Financial Services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Johnson Investment Services July 2005 - January 2012
Bank One April 2002 - August 2004
Skills
Small Business Lending, Mortgage Lending, Loans, Alternative Investments, Credit Analysis, Credit, Commercial Banking, Investment Advisory, Asset Allocation, Commercial Lending, Risk Management, Equities, Series 7, Wealth Management, Financial Analysis, Portfolio Management, Banking, Mutual Funds, Finance, Investments, Retirement Planning, Consumer Lending, Financial Services, Cash Management, Lines Of Credit, Credit Risk, Retail Banking, Series 66, Series 9, Loan Origination, Series 63, Underwriting, Fixed Annuities, Insurance, Securities, Bonds, Financial Advisory, Wealth Management..., Financial Planning, Relationship Management, Asset Management, Fixed Income, Wealth, Investment Management, Investment Strategies, FX Options
Education
State University of New York College at Oswego 1995 — 2001
Bachelor of Science, Finance
Merrill Lynch January 2012 - Present
Johnson Investment Services July 2005 - January 2012
Bank One April 2002 - August 2004
Skills
Small Business Lending, Mortgage Lending, Loans, Alternative Investments, Credit Analysis, Credit, Commercial Banking, Investment Advisory, Asset Allocation, Commercial Lending, Risk Management, Equities, Series 7, Wealth Management, Financial Analysis, Portfolio Management, Banking, Mutual Funds, Finance, Investments, Retirement Planning, Consumer Lending, Financial Services, Cash Management, Lines Of Credit, Credit Risk, Retail Banking, Series 66, Series 9, Loan Origination, Series 63, Underwriting, Fixed Annuities, Insurance, Securities, Bonds, Financial Advisory, Wealth Management..., Financial Planning, Relationship Management, Asset Management, Fixed Income, Wealth, Investment Management, Investment Strategies, FX Options
Education
State University of New York College at Oswego 1995 — 2001
Bachelor of Science, Finance
Mark R. Cameron's Merrill Lynch Experience April 2003 - June 2012
Job Vice President/Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab & Company May 2012 - Present
Dallas Symphony Orchestra February 2010 - Present
Merrill Lynch April 2003 - June 2012
American Alzheimers Association -Dallas September 2010 - April 2012
Education
Stephen F. Austin State University 1978 — 1982
Charles Schwab & Company May 2012 - Present
Dallas Symphony Orchestra February 2010 - Present
Merrill Lynch April 2003 - June 2012
American Alzheimers Association -Dallas September 2010 - April 2012
Education
Stephen F. Austin State University 1978 — 1982
Kyle Clonts Kyle Clonts's Merrill Lynch Experience May 2012 - August 2012
Job Accounts PayableKinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan August 2015 - Present
RH Tamlyn & Sons May 2013 - April 2015
Merrill Lynch May 2012 - August 2012
King Ranch Turf Grass May 2009 - July 2011
Skills
Communicaitons, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Syspro, Payroll, Accounts Payable, Accounts Receivable, Finance, Forecasting, Access, Accounting, Microsoft Office, Public Speaking, Data Analysis, Customer Service, Communication, Insurance, Employee Benefits, Marketing, Management, Strategic Financial..., Recruiting, Team Building, Time Management, Leadership, Sales, Process Improvement, Data Entry, Financial Modeling, Budgets, Research
Education
Stephen F. Austin State University 2009 — 2013
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Kinder Morgan August 2015 - Present
RH Tamlyn & Sons May 2013 - April 2015
Merrill Lynch May 2012 - August 2012
King Ranch Turf Grass May 2009 - July 2011
Skills
Communicaitons, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Syspro, Payroll, Accounts Payable, Accounts Receivable, Finance, Forecasting, Access, Accounting, Microsoft Office, Public Speaking, Data Analysis, Customer Service, Communication, Insurance, Employee Benefits, Marketing, Management, Strategic Financial..., Recruiting, Team Building, Time Management, Leadership, Sales, Process Improvement, Data Entry, Financial Modeling, Budgets, Research
Education
Stephen F. Austin State University 2009 — 2013
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Trisha Sauer's Merrill Lynch Experience January 2014 - Present
Job Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
RBC Wealth Management February 2002 - January 2014
Smith Barney November 1999 - February 2002
Deloitte August 1997 - July 1998
Friedman Kannenberg & company 1995 - 1997
Skills
Investments, Holistic Financial..., Tax, Finance, Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Series 63, Series 7, Insurance, High Net Worth..., Bonds, Fixed Annuities, Wealth Accumulation, Financial Planning
Education
SUNY Oswego 1990 — 1995
Bachelors of Science, Accounting
Merrill Lynch January 2014 - Present
RBC Wealth Management February 2002 - January 2014
Smith Barney November 1999 - February 2002
Deloitte August 1997 - July 1998
Friedman Kannenberg & company 1995 - 1997
Skills
Investments, Holistic Financial..., Tax, Finance, Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Series 63, Series 7, Insurance, High Net Worth..., Bonds, Fixed Annuities, Wealth Accumulation, Financial Planning
Education
SUNY Oswego 1990 — 1995
Bachelors of Science, Accounting
Doug Pringle's Merrill Lynch Experience June 2012 - Present
Job Relationship Manager @ Merrill Lynch HARP Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Chicago Board of Trade 1997 - Present
Behavioral Recognition Systems, Inc. (BRS Labs) December 2011 - Present
Digonex Technologies August 2011 - Present
Digonex Technologies July 2011 - October 2013
Universal Forest Products August 2009 - April 2011
Chicago Board of Trade 1995 - July 2008
Chicago Board of Trade July 1991 - July 2008
Skills
Leadership, Risk Management, Trading, Commodity, Customer Service, Finance, Negotiation, Series 7, Sales, Business Analysis, Options, Asset Management, Marketing, Contract Negotiation, Portfolio Management, Investment Strategies, Equities, Series 63, Securities, Private Equity, Financial Markets, Hedging, Problem Solving, New Business Development, Alternative Investments, Business Development, Capital Markets, Wealth Management, Derivatives, Electronic Trading, Customer Relations, Uniform Combined State..., Entrepreneurship, Management, Financial Analysis, Mutual Funds, Bonds, Fixed Income, Series 66, Commodities, Insurance, Account Management, Start-ups, Strategy, Strategic Financial..., Mergers & Acquisitions, Trading Systems, Equity Trading, Investments, Strategic Planning
Education
Stetson University 1989 — 1991
BBA, Business
The Hotchkiss School 1982 — 1985
Merrill Lynch June 2012 - Present
Chicago Board of Trade 1997 - Present
Behavioral Recognition Systems, Inc. (BRS Labs) December 2011 - Present
Digonex Technologies August 2011 - Present
Digonex Technologies July 2011 - October 2013
Universal Forest Products August 2009 - April 2011
Chicago Board of Trade 1995 - July 2008
Chicago Board of Trade July 1991 - July 2008
Skills
Leadership, Risk Management, Trading, Commodity, Customer Service, Finance, Negotiation, Series 7, Sales, Business Analysis, Options, Asset Management, Marketing, Contract Negotiation, Portfolio Management, Investment Strategies, Equities, Series 63, Securities, Private Equity, Financial Markets, Hedging, Problem Solving, New Business Development, Alternative Investments, Business Development, Capital Markets, Wealth Management, Derivatives, Electronic Trading, Customer Relations, Uniform Combined State..., Entrepreneurship, Management, Financial Analysis, Mutual Funds, Bonds, Fixed Income, Series 66, Commodities, Insurance, Account Management, Start-ups, Strategy, Strategic Financial..., Mergers & Acquisitions, Trading Systems, Equity Trading, Investments, Strategic Planning
Education
Stetson University 1989 — 1991
BBA, Business
The Hotchkiss School 1982 — 1985
Jeff Bulger Jeff Bulger's Merrill Lynch Experience May 1999 - Present
Job SVP Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1999 - Present
Education
State University of New York College at Potsdam 1995 — 1999
Bachelor of Arts (B.A.), Economics
Merrill Lynch May 1999 - Present
Education
State University of New York College at Potsdam 1995 — 1999
Bachelor of Arts (B.A.), Economics
Cal Morton Cal Morton's Merrill Lynch Experience November 1999 - March 2001
Job VP Strategic Relations
Industry Renewables & Environment
Experience
Texas Solar Outfitters September 2012 - Present
Natural Energy Wind & Solar, LLC January 2011 - September 2012
Interlinked Media Inc. February 2005 - January 2010
Total Depth May 2001 - January 2005
Merrill Lynch November 1999 - March 2001
Skills
Wind Energy, Wind Turbines, Solar, Mobile Marketing, Mobile Applications, Mobile Strategy, Sales Management, Sales Skills Training, New Business Development, Business Strategy, International Business, Marketing Strategy, Marketing Communications, Mobile Devices, Business Development, Strategy, Integrated Marketing, Solar Energy, Sales, Start-ups, Contract Negotiation, Marketing, Management, Strategic Planning
Education
Texas A&M University-Corpus Christi 1993 — 1996
BA, Finance
Stephen F. Austin State University 1982 — 1984
Geology
Texas Solar Outfitters September 2012 - Present
Natural Energy Wind & Solar, LLC January 2011 - September 2012
Interlinked Media Inc. February 2005 - January 2010
Total Depth May 2001 - January 2005
Merrill Lynch November 1999 - March 2001
Skills
Wind Energy, Wind Turbines, Solar, Mobile Marketing, Mobile Applications, Mobile Strategy, Sales Management, Sales Skills Training, New Business Development, Business Strategy, International Business, Marketing Strategy, Marketing Communications, Mobile Devices, Business Development, Strategy, Integrated Marketing, Solar Energy, Sales, Start-ups, Contract Negotiation, Marketing, Management, Strategic Planning
Education
Texas A&M University-Corpus Christi 1993 — 1996
BA, Finance
Stephen F. Austin State University 1982 — 1984
Geology
Lenny Palmeri Lenny Palmeri's Merrill Lynch Experience May 1995 - August 1999
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan August 1999 - Present
Merrill Lynch May 1995 - August 1999
Skills
Equities, Prime Brokerage, Financial Services, Series 7, Securities, Series 63, Asset Management, Fixed Income, Investment Banking, Derivatives, Hedge Funds, Capital Markets, Options, Business Analysis, Alternative Investments
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
SUNY Oneonta 1992 — 1995
Business Economics, Finance
JP Morgan August 1999 - Present
Merrill Lynch May 1995 - August 1999
Skills
Equities, Prime Brokerage, Financial Services, Series 7, Securities, Series 63, Asset Management, Fixed Income, Investment Banking, Derivatives, Hedge Funds, Capital Markets, Options, Business Analysis, Alternative Investments
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
SUNY Oneonta 1992 — 1995
Business Economics, Finance
Scott Kellman Scott Kellman's Merrill Lynch Experience June 2010 - August 2010
Job Enterprise Account Executive at Shareablee, Inc
Industry Marketing and Advertising
Experience
Shareablee, Inc May 2015 - Present
Amazon January 2013 - April 2015
Shred-It-New York August 2011 - January 2013
Merrill Lynch June 2010 - August 2010
Skills
Management, Microsoft Excel, Sales, Financial Analysis, Marketing, CRM, Customer Service, Leadership, New Business Development, Salesforce.com, Digital Marketing, Account Management, Analysis
Education
State University of New York College at Oneonta 2007 — 2011
B.S, Business Economics
Suffern High school
Shareablee, Inc May 2015 - Present
Amazon January 2013 - April 2015
Shred-It-New York August 2011 - January 2013
Merrill Lynch June 2010 - August 2010
Skills
Management, Microsoft Excel, Sales, Financial Analysis, Marketing, CRM, Customer Service, Leadership, New Business Development, Salesforce.com, Digital Marketing, Account Management, Analysis
Education
State University of New York College at Oneonta 2007 — 2011
B.S, Business Economics
Suffern High school
Jay Kent Jay Kent's Merrill Lynch Experience August 1993 - June 2015
Job
Industry Professional Training & Coaching
Experience
Merrill Lynch August 1993 - June 2015
Skills
Microsoft Office, Management, Investments, Budgets, Risk Management, Customer Service, Finance, Strategic Planning, Team Building, Public Speaking, Sales, Leadership, Sales Management, Negotiation, Small Business, Sports Coaching, Golf Instruction, Professional Sports, Business Strategy, Financial Planning, Marketing, Social Media Marketing, Event Planning, Life Insurance, Credit, Healthcare, Operations Management, Mortgage Lending, Portfolio Management, Marketing Strategy, Retirement Planning, Leadership Development, Coaching, Social Media, Fundraising, Banking, Asset Management, Wealth Management, Financial Services, Financial Modeling, Microsoft Excel, Change Management, Relationship Management, Equities, Corporate Finance
Education
Stephen F. Austin State University 1991 — 1993
Bachelor’s Degree, Finance, GPA 3.85
Texas A&M University 1977 — 1981
None, Marketing/Marketing Management, General
Merrill Lynch August 1993 - June 2015
Skills
Microsoft Office, Management, Investments, Budgets, Risk Management, Customer Service, Finance, Strategic Planning, Team Building, Public Speaking, Sales, Leadership, Sales Management, Negotiation, Small Business, Sports Coaching, Golf Instruction, Professional Sports, Business Strategy, Financial Planning, Marketing, Social Media Marketing, Event Planning, Life Insurance, Credit, Healthcare, Operations Management, Mortgage Lending, Portfolio Management, Marketing Strategy, Retirement Planning, Leadership Development, Coaching, Social Media, Fundraising, Banking, Asset Management, Wealth Management, Financial Services, Financial Modeling, Microsoft Excel, Change Management, Relationship Management, Equities, Corporate Finance
Education
Stephen F. Austin State University 1991 — 1993
Bachelor’s Degree, Finance, GPA 3.85
Texas A&M University 1977 — 1981
None, Marketing/Marketing Management, General
Alexis Hudson Alexis Hudson's Merrill Lynch Experience June 2012 - Present
Job Merrill Lynch Analyst
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Office of Dr. Kaywin Carter and Dr. Jerry Johnson January 2008 - May 2012
Woodland Heights Medical Center Lufkin, Tx June 2011 - July 2011
Cook's Corner November 2010 - December 2010
Skills
Advertising, Marketing Strategy, Social Media, Social Media Marketing, Account Management, Marketing, Marketing Communications, Public Relations, Online Advertising, Strategic Planning, Microsoft Office, New Business Development, Event Planning, Customer Service, Digital Marketing, Direct Marketing, Email Marketing, Sales Management, PowerPoint
Education
Stephen F. Austin State University 2009 — 2012
Bachelor of Business Administration (BBA), Marketing
Stephen F. Austin State University 2009 — 2012
Degree-Bachelor, Business Administration; Marketing
Merrill Lynch June 2012 - Present
Office of Dr. Kaywin Carter and Dr. Jerry Johnson January 2008 - May 2012
Woodland Heights Medical Center Lufkin, Tx June 2011 - July 2011
Cook's Corner November 2010 - December 2010
Skills
Advertising, Marketing Strategy, Social Media, Social Media Marketing, Account Management, Marketing, Marketing Communications, Public Relations, Online Advertising, Strategic Planning, Microsoft Office, New Business Development, Event Planning, Customer Service, Digital Marketing, Direct Marketing, Email Marketing, Sales Management, PowerPoint
Education
Stephen F. Austin State University 2009 — 2012
Bachelor of Business Administration (BBA), Marketing
Stephen F. Austin State University 2009 — 2012
Degree-Bachelor, Business Administration; Marketing
Mark Gold's Merrill Lynch Experience January 2015 - February 2015
Job Chief Marketing Officer at TOTO Global Ventures
Industry Marketing and Advertising
Experience
TOTO Global Ventures April 2015 - Present
Freelance Marketing and Project Management 2005 - Present
Potatopia January 2015 - March 2015
Merrill Lynch January 2015 - February 2015
Waldorf Astoria New York January 2015 - February 2015
Wix.com October 2014 - December 2014
Floss Media International Inc. June 2010 - March 2014
RJ Industries Inc. August 2007 - June 2010
UPS Supply Chain Solutions 2004 - 2005
Skills
Online Marketing, Social Media Marketing, E-commerce Consulting, Web Design, Market Research, Market Analysis, E-commerce Development, Strategic Planning, Marketing Communications, Behavioral Marketing, Product Marketing, Graphic Design, Print Production, Print Production..., Direct Mail, Online Reputation..., Supply Chain Management, Workflow Management, Email Marketing, Event Management, Event Planning, Event Producing, Coordinating Special..., Search Analysis, Search Advertising, Corporate Videos, Online Video Strategy, E-commerce, Social Media, Social Networking, Start-ups, Media Planning, Marketing, Management, Advertising
Education
State University of New York Maritime College 2003 — 2007
Bachelor of Science, International Transportation & Trade
TOTO Global Ventures April 2015 - Present
Freelance Marketing and Project Management 2005 - Present
Potatopia January 2015 - March 2015
Merrill Lynch January 2015 - February 2015
Waldorf Astoria New York January 2015 - February 2015
Wix.com October 2014 - December 2014
Floss Media International Inc. June 2010 - March 2014
RJ Industries Inc. August 2007 - June 2010
UPS Supply Chain Solutions 2004 - 2005
Skills
Online Marketing, Social Media Marketing, E-commerce Consulting, Web Design, Market Research, Market Analysis, E-commerce Development, Strategic Planning, Marketing Communications, Behavioral Marketing, Product Marketing, Graphic Design, Print Production, Print Production..., Direct Mail, Online Reputation..., Supply Chain Management, Workflow Management, Email Marketing, Event Management, Event Planning, Event Producing, Coordinating Special..., Search Analysis, Search Advertising, Corporate Videos, Online Video Strategy, E-commerce, Social Media, Social Networking, Start-ups, Media Planning, Marketing, Management, Advertising
Education
State University of New York Maritime College 2003 — 2007
Bachelor of Science, International Transportation & Trade
Jay Sayers Jay Sayers's Merrill Lynch Experience 2003 - 2005
Job Partner at Casico Asset Management, LLC
Industry Investment Management
Experience
CASICO Asset Management, LLC May 2014 - Present
MNS Consulting Group LLC January 2009 - Present
JPMorgan Chase May 2006 - August 2009
Wachovia, A Wells Fargo Company 2005 - 2006
Merrill Lynch 2003 - 2005
Skills
Credit, Hedge Funds, Private Equity, Relationship Management, Wealth Management, Commercial Lending, Business Strategy, Business Planning, Credit Analysis, Financial Services, Investments, Marketing, Marketing Strategy, Portfolio Management, Business Development, Series 7, Alternative Investments
Education
State University of New York College at Plattsburgh 1993 — 1997
CASICO Asset Management, LLC May 2014 - Present
MNS Consulting Group LLC January 2009 - Present
JPMorgan Chase May 2006 - August 2009
Wachovia, A Wells Fargo Company 2005 - 2006
Merrill Lynch 2003 - 2005
Skills
Credit, Hedge Funds, Private Equity, Relationship Management, Wealth Management, Commercial Lending, Business Strategy, Business Planning, Credit Analysis, Financial Services, Investments, Marketing, Marketing Strategy, Portfolio Management, Business Development, Series 7, Alternative Investments
Education
State University of New York College at Plattsburgh 1993 — 1997
Russell C. Smith, CIMA Russell C. Smith, CIMA's Merrill Lynch Experience June 1992 - March 2004
Job Sr. Global Relationship Manager, Wealth Strategies Group at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2015 - Present
713 Energy / Aremet Group, LLC June 2009 - March 2015
Man Investments March 2004 - June 2009
Merrill Lynch June 1992 - March 2004
Merrill Lynch June 1992 - November 2003
Skills
Key Account Management, Territory Management, Product Marketing, Product Development, National Sales Training, Alternative Investments, CTAs, Separately Managed..., Unified Managed Accounts, Mutual Funds, RIC's, Family Office, Major Wirehouses, Independent B/D, RIAs, Strategic Planning, P&L Responsibility, Series 7, Series 3, Series 63, Investment Management, Securities, Investments, FINRA, Asset Allocation
Education
University of Houston 1991 — 1992
"BS in Finance
Stephen F. Austin State University
Texas A&M University
Eaton Vance April 2015 - Present
713 Energy / Aremet Group, LLC June 2009 - March 2015
Man Investments March 2004 - June 2009
Merrill Lynch June 1992 - March 2004
Merrill Lynch June 1992 - November 2003
Skills
Key Account Management, Territory Management, Product Marketing, Product Development, National Sales Training, Alternative Investments, CTAs, Separately Managed..., Unified Managed Accounts, Mutual Funds, RIC's, Family Office, Major Wirehouses, Independent B/D, RIAs, Strategic Planning, P&L Responsibility, Series 7, Series 3, Series 63, Investment Management, Securities, Investments, FINRA, Asset Allocation
Education
University of Houston 1991 — 1992
"BS in Finance
Stephen F. Austin State University
Texas A&M University
Charles Kaplan's Merrill Lynch Experience February 2000 - June 2002
Job Chief Research Analyst at Lampert Capital Markets
Industry Financial Services
Experience
Lampert Capital Markets May 2014 - Present
H&R Block January 2010 - Present
Dupasco & Co. September 2007 - April 2014
HUDSON SECURITIES INC January 2003 - January 2005
Merrill Lynch February 2000 - June 2002
MERRILL LYNCH & CO. /HERZOG, HEINE, GEDULD, INC January 2000 - January 2002
HERZOG, HEINE, GEDULD INC January 1987 - January 2000
Skills
Analyze companies..., forecast trends, Hedge Funds, Mergers & Acquisitions, Analysis, Financial Analysis, Investments, Equity Research, Investment Banking, Fixed Income, Securities, Equities, Asset Management, Mutual Funds, Capital Markets, Valuation, Trading
Education
State University of New York at Buffalo 1970 — 1972
MBA, Organizational Behavior, Finance, A-
State University of New York College at Oswego 1965 — 1969
Bachelor’s Degree, Industrial Arts & Business Administration, B
SUNY AT BUFFALO
MBA, Finance & Organizational Behavior
SUNY OSWEGO
Bachelor of Science, Industrial Arts & Business Administration
Lampert Capital Markets May 2014 - Present
H&R Block January 2010 - Present
Dupasco & Co. September 2007 - April 2014
HUDSON SECURITIES INC January 2003 - January 2005
Merrill Lynch February 2000 - June 2002
MERRILL LYNCH & CO. /HERZOG, HEINE, GEDULD, INC January 2000 - January 2002
HERZOG, HEINE, GEDULD INC January 1987 - January 2000
Skills
Analyze companies..., forecast trends, Hedge Funds, Mergers & Acquisitions, Analysis, Financial Analysis, Investments, Equity Research, Investment Banking, Fixed Income, Securities, Equities, Asset Management, Mutual Funds, Capital Markets, Valuation, Trading
Education
State University of New York at Buffalo 1970 — 1972
MBA, Organizational Behavior, Finance, A-
State University of New York College at Oswego 1965 — 1969
Bachelor’s Degree, Industrial Arts & Business Administration, B
SUNY AT BUFFALO
MBA, Finance & Organizational Behavior
SUNY OSWEGO
Bachelor of Science, Industrial Arts & Business Administration
Anthony Cangelosi's Merrill Lynch Experience May 2007 - August 2007
Job Manager Corporate Partnership Activation at Cleveland Browns
Industry Sports
Experience
Cleveland Browns August 2014 - Present
Major League Baseball June 2013 - August 2014
SMRI December 2011 - June 2013
Hyatt April 2004 - June 2012
Chivas USA November 2010 - December 2011
Major League Soccer September 2010 - November 2010
adidas April 2008 - October 2008
Lexington Family Office August 2007 - December 2007
Merrill Lynch May 2007 - August 2007
Skills
Strategy, Critical Thinking, Sports Marketing, Sports, Sports Management, Event Management, Sponsorship, Event Planning, Social Media Marketing, Social Media, Marketing, Marketing Strategy, Facebook, Social Networking, Public Relations, Market Research, Advertising, Marketing Communications, Public Speaking, Sales
Education
Stetson University 2005 — 2009
BA, Marketing, Family Business
Stetson University
Marketing, Family Business
Cleveland Browns August 2014 - Present
Major League Baseball June 2013 - August 2014
SMRI December 2011 - June 2013
Hyatt April 2004 - June 2012
Chivas USA November 2010 - December 2011
Major League Soccer September 2010 - November 2010
adidas April 2008 - October 2008
Lexington Family Office August 2007 - December 2007
Merrill Lynch May 2007 - August 2007
Skills
Strategy, Critical Thinking, Sports Marketing, Sports, Sports Management, Event Management, Sponsorship, Event Planning, Social Media Marketing, Social Media, Marketing, Marketing Strategy, Facebook, Social Networking, Public Relations, Market Research, Advertising, Marketing Communications, Public Speaking, Sales
Education
Stetson University 2005 — 2009
BA, Marketing, Family Business
Stetson University
Marketing, Family Business
Peter Mathieu Peter Mathieu's Merrill Lynch Experience March 2013 - August 2013
Job Direct Sales Representative at Comcast Cable
Industry Entertainment
Experience
Comcast Cable September 2014 - Present
The Schwan Food Company March 2013 - September 2014
Merrill Lynch March 2013 - August 2013
Self Employed, Insurance May 2009 - June 2010
Geweke RV & Manteca Trailer /Motorhome April 2006 - February 2009
Modesto Auto Brokers July 2001 - April 2006
MCI WorldCom March 1999 - March 2001
Sangamon Greeting Card Company March 1996 - March 1999
Skills
New Business Development, Marketing Strategy, Sales Management, Advertising, Strategic Planning, Business Development, Time Management, Account Management, B2B, Business Planning, Customer Satisfaction, Insurance, Management, Market Research, Marketing, Marketing Communications, Sales, Social Media Marketing
Education
Merrill Lynch 2013 — 2013
Series 7 License
Stephen F. Austin State University 1984 — 1988
BBA, Management
Comcast Cable September 2014 - Present
The Schwan Food Company March 2013 - September 2014
Merrill Lynch March 2013 - August 2013
Self Employed, Insurance May 2009 - June 2010
Geweke RV & Manteca Trailer /Motorhome April 2006 - February 2009
Modesto Auto Brokers July 2001 - April 2006
MCI WorldCom March 1999 - March 2001
Sangamon Greeting Card Company March 1996 - March 1999
Skills
New Business Development, Marketing Strategy, Sales Management, Advertising, Strategic Planning, Business Development, Time Management, Account Management, B2B, Business Planning, Customer Satisfaction, Insurance, Management, Market Research, Marketing, Marketing Communications, Sales, Social Media Marketing
Education
Merrill Lynch 2013 — 2013
Series 7 License
Stephen F. Austin State University 1984 — 1988
BBA, Management
Bruce Sanchez's Merrill Lynch Experience August 2004 - May 2005
Job LOAN ADMINISTRATION COMMERCIAL FINANCE
Industry
Experience
Windsor Consulting Group December 2013 - July 2014
JPMorgan Chase September 2012 - October 2013
First Residential Mortgage Services Corporation April 2008 - August 2012
BNY Mellon September 2007 - May 2008
Deutsche Bank(through Mercury Technologies) June 2005 - June 2006
Misys 2005 - 2006
Merrill Lynch August 2004 - May 2005
KBC Bank & Verzekering July 2001 - July 2004
Skills
Word, Excel, Loan IQ, Fluent Spanish, Strong interpersonal..., Mortgage Lending, Microsoft Word, Loans, Microsoft Excel, Financial Analysis, Banking, Payments
Education
State University of New York Empire State College 2012 — 2015
Business Administration and Management, General
Borough of Manhattan Community College 1987 — 1990
Business Administration and Management, General
Windsor Consulting Group December 2013 - July 2014
JPMorgan Chase September 2012 - October 2013
First Residential Mortgage Services Corporation April 2008 - August 2012
BNY Mellon September 2007 - May 2008
Deutsche Bank(through Mercury Technologies) June 2005 - June 2006
Misys 2005 - 2006
Merrill Lynch August 2004 - May 2005
KBC Bank & Verzekering July 2001 - July 2004
Skills
Word, Excel, Loan IQ, Fluent Spanish, Strong interpersonal..., Mortgage Lending, Microsoft Word, Loans, Microsoft Excel, Financial Analysis, Banking, Payments
Education
State University of New York Empire State College 2012 — 2015
Business Administration and Management, General
Borough of Manhattan Community College 1987 — 1990
Business Administration and Management, General
Talia Schneider Talia Schneider's Merrill Lynch Experience August 2008 - August 2009
Job Bookkeeper at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP March 2010 - Present
Merrill Lynch August 2008 - August 2009
Skills
Financial Analysis, Accounting, Account Reconciliation, Analysis, Financial Statements, Consolidation, Bookkeeping, Financial Reporting, Time Management, Microsoft Excel, Auditing, Internal Controls, Tax, Finance, Marketing, Banking
Education
SUNY Oneonta 2003 — 2005
Bachelor's degree, Psychology
EisnerAmper LLP March 2010 - Present
Merrill Lynch August 2008 - August 2009
Skills
Financial Analysis, Accounting, Account Reconciliation, Analysis, Financial Statements, Consolidation, Bookkeeping, Financial Reporting, Time Management, Microsoft Excel, Auditing, Internal Controls, Tax, Finance, Marketing, Banking
Education
SUNY Oneonta 2003 — 2005
Bachelor's degree, Psychology
Michael F. Murphy Michael F. Murphy's Merrill Lynch Experience 1988 - 2003
Job Director, Specialist, Taxable Fixed Income Sales at UBS Financial Services
Industry Financial Services
Experience
Seeking a position in the Financial Services Industry March 2012 - Present
UBS Financial Services March 2004 - March 2012
Merrill Lynch 1988 - 2003
Dean Witter Reynolds, Inc 1986 - 1988
Irving Trust Company, New York, NY 1981 - 1986
Skills
COMPUTER SKILLS:..., LICENSES AND...
Education
State University of New York College at Oneonta
Bachelor of Science, Political Science, 1980
Seeking a position in the Financial Services Industry March 2012 - Present
UBS Financial Services March 2004 - March 2012
Merrill Lynch 1988 - 2003
Dean Witter Reynolds, Inc 1986 - 1988
Irving Trust Company, New York, NY 1981 - 1986
Skills
COMPUTER SKILLS:..., LICENSES AND...
Education
State University of New York College at Oneonta
Bachelor of Science, Political Science, 1980
Katherine Falanga Katherine Falanga's Merrill Lynch Experience June 2001 - June 2004
Job Director of Quality Assurance at Huge
Industry Internet
Experience
Huge March 2014 - Present
Huge October 2012 - March 2014
HUGE November 2010 - October 2012
Origin Digital March 2009 - December 2010
Origin Digital April 2007 - March 2009
Verizon August 2004 - April 2007
Merrill Lynch June 2001 - June 2004
Digital Island August 2000 - June 2001
Skills
Mobile Devices, Testing, Content Management, Quality Assurance, Streaming Media, Agile Methodologies, Project Management, Mobile Applications, Web Development, Multimedia, Test Planning, Troubleshooting, User Experience, Regression Testing, Manual Testing, User Acceptance Testing, XML, VOD, Usability Testing, Web Services, Coordination, Scrum, SQL, Web Applications, User Interface Design, HTML 5, Requirements Gathering, Management, SDLC, Telecommunications, CRM, Video Coding, CMS, Digital Media, E-commerce, CSS, Product Management, JavaScript, SaaS, HTML, Marketing, MySQL, Budgets, Team Building, JIRA, BDD, Test Strategy, Cucumber, Selenium, Test Automation
Education
State University of New York College at Oswego 1995 — 1999
BA, Broadcasting
Huge March 2014 - Present
Huge October 2012 - March 2014
HUGE November 2010 - October 2012
Origin Digital March 2009 - December 2010
Origin Digital April 2007 - March 2009
Verizon August 2004 - April 2007
Merrill Lynch June 2001 - June 2004
Digital Island August 2000 - June 2001
Skills
Mobile Devices, Testing, Content Management, Quality Assurance, Streaming Media, Agile Methodologies, Project Management, Mobile Applications, Web Development, Multimedia, Test Planning, Troubleshooting, User Experience, Regression Testing, Manual Testing, User Acceptance Testing, XML, VOD, Usability Testing, Web Services, Coordination, Scrum, SQL, Web Applications, User Interface Design, HTML 5, Requirements Gathering, Management, SDLC, Telecommunications, CRM, Video Coding, CMS, Digital Media, E-commerce, CSS, Product Management, JavaScript, SaaS, HTML, Marketing, MySQL, Budgets, Team Building, JIRA, BDD, Test Strategy, Cucumber, Selenium, Test Automation
Education
State University of New York College at Oswego 1995 — 1999
BA, Broadcasting
Christopher Han Christopher Han's Merrill Lynch Experience May 2007 - September 2007
Job Regional Vice President (External Wholesaler) at Ascensus
Industry Financial Services
Experience
Ascensus July 2014 - Present
BlackRock June 2011 - July 2014
Morgan Stanley June 2010 - June 2011
Diversified Investment Advisors January 2008 - December 2009
Merrill Lynch May 2007 - September 2007
Skills
Retirement, Investments, 401k, Mutual Funds, Portfolio Management, Asset, Investment Strategies, Series 7, Securities, Equities, Asset Allocation, FINRA, Series 6, Retirement Planning, Excel, Investment Products, Customer Service, Investment Advisory, Word, Access, PowerPoint, Microsoft Office, Client Service, Financial Analysis, Investment Policy, Financial Markets, Pensions, Alternative Investments, Series 63, Wealth Management, Financial Advisory, ETFs, Defined Benefit, Uniform Combined State..., Investment Management, Fixed Income, Asset Management, Bonds, Options, Wealth Management..., Fund Of Funds, Relationship Management, Institutional..., Defined Contribution, IRAs, Risk Management, Due Diligence, High Yield, Qualified Retirement...
Education
State University of New York College at Plattsburgh 2002 — 2007
B.S., Finance
Ardsley High School 1998 — 2002
Ascensus July 2014 - Present
BlackRock June 2011 - July 2014
Morgan Stanley June 2010 - June 2011
Diversified Investment Advisors January 2008 - December 2009
Merrill Lynch May 2007 - September 2007
Skills
Retirement, Investments, 401k, Mutual Funds, Portfolio Management, Asset, Investment Strategies, Series 7, Securities, Equities, Asset Allocation, FINRA, Series 6, Retirement Planning, Excel, Investment Products, Customer Service, Investment Advisory, Word, Access, PowerPoint, Microsoft Office, Client Service, Financial Analysis, Investment Policy, Financial Markets, Pensions, Alternative Investments, Series 63, Wealth Management, Financial Advisory, ETFs, Defined Benefit, Uniform Combined State..., Investment Management, Fixed Income, Asset Management, Bonds, Options, Wealth Management..., Fund Of Funds, Relationship Management, Institutional..., Defined Contribution, IRAs, Risk Management, Due Diligence, High Yield, Qualified Retirement...
Education
State University of New York College at Plattsburgh 2002 — 2007
B.S., Finance
Ardsley High School 1998 — 2002
Peter Nye Peter Nye's Merrill Lynch Experience January 2009 - July 2009
Job Orthopedic Trauma Consultant at Synthes
Industry Medical Devices
Experience
DePuy Synthes Companies of Johnson and Johnson February 2013 - Present
DePuy Synthes Companies of Johnson and Johnson August 2011 - February 2013
Thayer Intellectual Property, Inc February 2011 - August 2011
Buffalo Hospital Supply Equipment July 2009 - February 2011
Merrill Lynch January 2009 - July 2009
Skills
Public Speaking, Relationship..., Relation Management, Product Management, Medical/Surgical, Excel models, Financial Modeling, Financial Markets, Management, Medical Devices, Orthopedics, Sales, Product Launch, Sales Operations, Healthcare, Cross-functional Team..., Sales Management, Capital Equipment, Account Management
Education
University at Buffalo 2007 — 2009
MBA, Finance, Marketing
State University of New York at Oswego 2002 — 2007
B.S., Economics
Universitat de Barcelona / University of Barcelona
Spanish and Iberian Studies
DePuy Synthes Companies of Johnson and Johnson February 2013 - Present
DePuy Synthes Companies of Johnson and Johnson August 2011 - February 2013
Thayer Intellectual Property, Inc February 2011 - August 2011
Buffalo Hospital Supply Equipment July 2009 - February 2011
Merrill Lynch January 2009 - July 2009
Skills
Public Speaking, Relationship..., Relation Management, Product Management, Medical/Surgical, Excel models, Financial Modeling, Financial Markets, Management, Medical Devices, Orthopedics, Sales, Product Launch, Sales Operations, Healthcare, Cross-functional Team..., Sales Management, Capital Equipment, Account Management
Education
University at Buffalo 2007 — 2009
MBA, Finance, Marketing
State University of New York at Oswego 2002 — 2007
B.S., Economics
Universitat de Barcelona / University of Barcelona
Spanish and Iberian Studies
Steve Minninger, MBA,CFP®'s Merrill Lynch Experience January 2007 - March 2010
Job President at Waypoint Wealth Planning
Industry Financial Services
Experience
Waypoint Wealth Planning March 2015 - Present
Minninger Financial Services March 2010 - Present
Fairfield University Dolan School of Business Financial Planning Advisory Board May 2015 - 2015
Merrill Lynch January 2007 - March 2010
GE Energy March 2005 - February 2007
GE/UCONN edgelab September 2004 - May 2006
Shipboard and Commercial Operations June 1992 - May 2004
Education
The University of Connecticut School of Business 2004 — 2005
MBA, Finance
State University of New York Maritime College 1999 — 2005
MS, Transportation Management
Massachussetts Maritime Academy 1988 — 1992
BS, Marine Transportation
Waypoint Wealth Planning March 2015 - Present
Minninger Financial Services March 2010 - Present
Fairfield University Dolan School of Business Financial Planning Advisory Board May 2015 - 2015
Merrill Lynch January 2007 - March 2010
GE Energy March 2005 - February 2007
GE/UCONN edgelab September 2004 - May 2006
Shipboard and Commercial Operations June 1992 - May 2004
Education
The University of Connecticut School of Business 2004 — 2005
MBA, Finance
State University of New York Maritime College 1999 — 2005
MS, Transportation Management
Massachussetts Maritime Academy 1988 — 1992
BS, Marine Transportation
Bart Goldberg Bart Goldberg's Merrill Lynch Experience 2002 - 2009
Job Senior Occupancy Planner at JLL
Industry Facilities Services
Experience
Jones Lang LaSalle April 2013 - Present
HOK July 2011 - January 2013
NELSON July 2009 - June 2011
Merrill Lynch 2002 - 2009
Merrill Lynch 1998 - 2002
Merrill Lynch August 1995 - October 1998
Merrill Lynch 1995 - 1998
Skills
Vendor Management, Spaces, Project Management, Facilities Management, Corporate Real Estate, Real Estate Strategy, Occupancy Planning, Move Coordination, Leadership, Management, MS Project, Real Estate, Analysis, Project Planning, Negotiation, Strategic Planning, Capital Budgeting, Relationship Management, Space planning, Property Management, CRM, Strategy, Disaster Recovery, Program Management, Team Building, Construction Management, Lease Negotiations, Feasibility Studies, Business Development, Process Improvement, Real Estate Economics, Operations Management, Move Management, Portfolio Management, Contract Negotiation, Mergers & Acquisitions, Procurement, Due Diligence, Budgets, Location Intelligence, Commercial Real Estate, Real Estate Development
Education
State University of New York at Oswego
Business Administration and Management, General
Jones Lang LaSalle April 2013 - Present
HOK July 2011 - January 2013
NELSON July 2009 - June 2011
Merrill Lynch 2002 - 2009
Merrill Lynch 1998 - 2002
Merrill Lynch August 1995 - October 1998
Merrill Lynch 1995 - 1998
Skills
Vendor Management, Spaces, Project Management, Facilities Management, Corporate Real Estate, Real Estate Strategy, Occupancy Planning, Move Coordination, Leadership, Management, MS Project, Real Estate, Analysis, Project Planning, Negotiation, Strategic Planning, Capital Budgeting, Relationship Management, Space planning, Property Management, CRM, Strategy, Disaster Recovery, Program Management, Team Building, Construction Management, Lease Negotiations, Feasibility Studies, Business Development, Process Improvement, Real Estate Economics, Operations Management, Move Management, Portfolio Management, Contract Negotiation, Mergers & Acquisitions, Procurement, Due Diligence, Budgets, Location Intelligence, Commercial Real Estate, Real Estate Development
Education
State University of New York at Oswego
Business Administration and Management, General
D Hunter Reed D Hunter Reed's Merrill Lynch Experience March 2005 - February 2006
Job Corporate Investment Financial Analyst at Syngenta
Industry Banking
Experience
Syngenta December 2014 - Present
JPMorgan Chase July 2013 - December 2014
JPMorgan Chase, Private Bank February 2011 - July 2013
JPMorgan Chase, Private Bank June 2008 - February 2011
Wilmington Tug February 2006 - February 2007
Merrill Lynch March 2005 - February 2006
Penn Maritime Inc. January 2003 - March 2005
Skills
Portfolio Management, Financial Analysis, Hedge Funds, Corporate Finance, Mutual Funds, Hyperion Essbase, Microsoft Excel, PowerPoint, Teradata, Valuation, Series 7, Series 63, Relationship Management, Structured Products, Military Experience, Maritime Operations, Maritime Safety, Management, Fixed Income
Education
Investment Banking Institute 2009 — 2009
University of Delaware - Lerner College of Business and Economics 2007 — 2008
MBA, Finance
State University of New York Maritime College 1998 — 2002
BS, Marine Transportation
Christchurch School 1994 — 1998
Diploma
Syngenta December 2014 - Present
JPMorgan Chase July 2013 - December 2014
JPMorgan Chase, Private Bank February 2011 - July 2013
JPMorgan Chase, Private Bank June 2008 - February 2011
Wilmington Tug February 2006 - February 2007
Merrill Lynch March 2005 - February 2006
Penn Maritime Inc. January 2003 - March 2005
Skills
Portfolio Management, Financial Analysis, Hedge Funds, Corporate Finance, Mutual Funds, Hyperion Essbase, Microsoft Excel, PowerPoint, Teradata, Valuation, Series 7, Series 63, Relationship Management, Structured Products, Military Experience, Maritime Operations, Maritime Safety, Management, Fixed Income
Education
Investment Banking Institute 2009 — 2009
University of Delaware - Lerner College of Business and Economics 2007 — 2008
MBA, Finance
State University of New York Maritime College 1998 — 2002
BS, Marine Transportation
Christchurch School 1994 — 1998
Diploma
Ray Barr Ray Barr's Merrill Lynch Experience July 1983 - January 2009
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management January 2009 - Present
Merrill Lynch July 1983 - January 2009
Education
Stephen F. Austin State University 1979 — 1983
BBA, Finance
J. Frank Dobie High School Houston,TX
UBS Wealth Management January 2009 - Present
Merrill Lynch July 1983 - January 2009
Education
Stephen F. Austin State University 1979 — 1983
BBA, Finance
J. Frank Dobie High School Houston,TX
Bill Schrauff's Merrill Lynch Experience June 1999 - February 2002
Job Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank America Merrill Lynch March 2011 - Present
BBVA Compass December 2003 - March 2011
Fleet Bank December 2002 - December 2003
Comerica February 2002 - December 2002
Merrill Lynch June 1999 - February 2002
CIBC World Markets 1994 - 1998
Comerica Bank 1992 - 1994
Skills
Asset Based Lending, Commercial Lending, Middle Market, Commercial Banking, Mergers, Loans, Banking, Credit Analysis, Portfolio Management, Credit, Small Business Lending, Finance, Financial Analysis, Financial Structuring, Lines Of Credit, Loan Origination, Private Equity
Education
The University of Texas at Austin 1987 — 1989
MBA, Finance
Stephen F. Austin State University 1982 — 1986
BBA, Finance
Bank America Merrill Lynch March 2011 - Present
BBVA Compass December 2003 - March 2011
Fleet Bank December 2002 - December 2003
Comerica February 2002 - December 2002
Merrill Lynch June 1999 - February 2002
CIBC World Markets 1994 - 1998
Comerica Bank 1992 - 1994
Skills
Asset Based Lending, Commercial Lending, Middle Market, Commercial Banking, Mergers, Loans, Banking, Credit Analysis, Portfolio Management, Credit, Small Business Lending, Finance, Financial Analysis, Financial Structuring, Lines Of Credit, Loan Origination, Private Equity
Education
The University of Texas at Austin 1987 — 1989
MBA, Finance
Stephen F. Austin State University 1982 — 1986
BBA, Finance
Sam Jacolow's Merrill Lynch Experience March 2007 - March 2009
Job Vice President, Technology Recruiting Team Lead, at J.P. Morgan Corporate & Investment Bank
Industry Staffing and Recruiting
Experience
J.P. Morgan March 2010 - Present
Ernst & Young September 2009 - February 2010
Merrill Lynch March 2007 - March 2009
UBS Investment Bank November 2001 - March 2007
Salomon Smith Barney March 2000 - May 2001
PricewaterhouseCoopers August 1996 - March 2000
Skills
Recruiting, Onboarding, Program Management, Management, Executive Search, Leadership, Strategy, Talent Acquisition, Equities, SDLC
Education
State University of New York College at Plattsburgh 1990 — 1992
J.P. Morgan March 2010 - Present
Ernst & Young September 2009 - February 2010
Merrill Lynch March 2007 - March 2009
UBS Investment Bank November 2001 - March 2007
Salomon Smith Barney March 2000 - May 2001
PricewaterhouseCoopers August 1996 - March 2000
Skills
Recruiting, Onboarding, Program Management, Management, Executive Search, Leadership, Strategy, Talent Acquisition, Equities, SDLC
Education
State University of New York College at Plattsburgh 1990 — 1992
Colleen M. Murphy's Merrill Lynch Experience January 2005 - April 2007
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2014 - Present
Colleen M Murphy Consulting Services May 2012 - December 2014
Community Foundation of Collier County, Inc. October 2010 - May 2012
Gibraltar Private Bank & Trust April 2007 - September 2010
Merrill Lynch January 2005 - April 2007
Skills
Private Banking, Investment Management, Personal Financial..., Life Insurance, Budget Preparation and..., Certified Public..., Deposit and Loan Growth, Staff-Development,..., Trust Management, Non Profit Leadership, New Business Development, Strategic Planning, Nonprofits, Mortgage Lending, Finance, Wealth Management, Strategic Financial..., Banking, Asset Management, Mutual Funds, Asset Allocation, Investment Advisory, Business Planning, Portfolio Management, Loans, Investments, Wealth, Securities, Estate Planning, Investment Strategies, Alternative Investments, Financial Services, Retirement Planning, Series 7, Commercial Lending, Credit, Financial Analysis, Equities, Budgets, Fixed Income, High Net Worth..., Financial Planning
Education
State University of New York College at Oswego
Bachelor of Science, Business Administration and Accounting
BNY Mellon Wealth Management December 2014 - Present
Colleen M Murphy Consulting Services May 2012 - December 2014
Community Foundation of Collier County, Inc. October 2010 - May 2012
Gibraltar Private Bank & Trust April 2007 - September 2010
Merrill Lynch January 2005 - April 2007
Skills
Private Banking, Investment Management, Personal Financial..., Life Insurance, Budget Preparation and..., Certified Public..., Deposit and Loan Growth, Staff-Development,..., Trust Management, Non Profit Leadership, New Business Development, Strategic Planning, Nonprofits, Mortgage Lending, Finance, Wealth Management, Strategic Financial..., Banking, Asset Management, Mutual Funds, Asset Allocation, Investment Advisory, Business Planning, Portfolio Management, Loans, Investments, Wealth, Securities, Estate Planning, Investment Strategies, Alternative Investments, Financial Services, Retirement Planning, Series 7, Commercial Lending, Credit, Financial Analysis, Equities, Budgets, Fixed Income, High Net Worth..., Financial Planning
Education
State University of New York College at Oswego
Bachelor of Science, Business Administration and Accounting
Jeanne McCarthy's Merrill Lynch Experience January 1995 - February 2007
Job Principal at Jeanne McCarthy LLC
Industry Information Technology and Services
Experience
Jeanne McCarthy LLC January 2014 - Present
TEKsystems November 2012 - December 2013
Bank of America/Merrill Lynch April 2011 - July 2012
Consultancy July 2008 - March 2011
Consultancy July 2007 - November 2008
Merrill Lynch January 1995 - February 2007
SDI, AT&T Bell Labs, INC, Digital and UNISYS 1992 - 1995
Intel 1990 - 1993
Skills
Technical Writing, Communication Training, Web Content Management, Leadership, Documentations, Mergers, Copyright Law, Content Management, Internal Communications, Corporate Communications, Content Development, Visio, Process Improvement, Copywriting, SDLC, Business Analysis, Project Management, Program Management, Change Management, Strategy, Mergers & Acquisitions, Training, SharePoint, Vendor Management
Education
Pennsylvania State University 1970 — 1976
MA
State University of New York College at Oswego 1964 — 1968
BA
Jeanne McCarthy LLC January 2014 - Present
TEKsystems November 2012 - December 2013
Bank of America/Merrill Lynch April 2011 - July 2012
Consultancy July 2008 - March 2011
Consultancy July 2007 - November 2008
Merrill Lynch January 1995 - February 2007
SDI, AT&T Bell Labs, INC, Digital and UNISYS 1992 - 1995
Intel 1990 - 1993
Skills
Technical Writing, Communication Training, Web Content Management, Leadership, Documentations, Mergers, Copyright Law, Content Management, Internal Communications, Corporate Communications, Content Development, Visio, Process Improvement, Copywriting, SDLC, Business Analysis, Project Management, Program Management, Change Management, Strategy, Mergers & Acquisitions, Training, SharePoint, Vendor Management
Education
Pennsylvania State University 1970 — 1976
MA
State University of New York College at Oswego 1964 — 1968
BA
Douglas McCourt's Merrill Lynch Experience October 2004 - October 2010
Job Director, Transformation Office at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2010 - Present
Merrill Lynch October 2004 - October 2010
PepsiCo January 2003 - May 2004
PepsiCo January 2000 - January 2003
PepsiCo August 1994 - January 2000
OnBank and Trust April 1993 - June 1994
Continental Information Systems June 1988 - April 1993
Pneumo Abex Corportation April 1983 - June 1988
Skills
Portfolio Management, Governance, Program Management, Business Transformation, Project Portfolio..., Execution Management, Change Management &..., Integration, Strategy, Execution Management..., SDLC, PMO, Business Analysis, Mergers & Acquisitions, Management, CRM, Enterprise Software
Education
State University of New York College at Potsdam 1978 — 1981
Bachelor of Arts (B.A.)
UBS Wealth Management November 2010 - Present
Merrill Lynch October 2004 - October 2010
PepsiCo January 2003 - May 2004
PepsiCo January 2000 - January 2003
PepsiCo August 1994 - January 2000
OnBank and Trust April 1993 - June 1994
Continental Information Systems June 1988 - April 1993
Pneumo Abex Corportation April 1983 - June 1988
Skills
Portfolio Management, Governance, Program Management, Business Transformation, Project Portfolio..., Execution Management, Change Management &..., Integration, Strategy, Execution Management..., SDLC, PMO, Business Analysis, Mergers & Acquisitions, Management, CRM, Enterprise Software
Education
State University of New York College at Potsdam 1978 — 1981
Bachelor of Arts (B.A.)
William Lepping's Merrill Lynch Experience March 1993 - Present
Job Resident Director
Industry Financial Services
Experience
Merrill Lynch March 1993 - Present
Skills
Equities, Series 63, Retirement Planning, Series 7, Wealth Management, Investments, Alternative Investments, Mutual Funds, Asset Allocation, Fixed Income, Securities, 401k
Education
State University of New York College at Oneonta 1985 — 1989
Bachelor's degree, City/Urban, Community and Regional Planning
Merrill Lynch March 1993 - Present
Skills
Equities, Series 63, Retirement Planning, Series 7, Wealth Management, Investments, Alternative Investments, Mutual Funds, Asset Allocation, Fixed Income, Securities, 401k
Education
State University of New York College at Oneonta 1985 — 1989
Bachelor's degree, City/Urban, Community and Regional Planning
Abby Gold's Merrill Lynch Experience February 1994 - May 1995
Job Chief Human Resources Officer at Weber Shandwick
Industry Public Relations and Communications
Experience
Weber Shandwick September 2013 - Present
Constituency Management Group, Includes Weber Shandwick, GolinHarris, FutureBrand, Octagon & DeVries September 2007 - January 2014
Constituency Management Group, Includes Weber Shandwick, Golin, FutureBrand, Octagon & DeVries November 1997 - September 2007
HBO May 1995 - September 1997
Merrill Lynch February 1994 - May 1995
Estee Lauder Group of Companies May 1987 - February 1994
Skills
Employee Relations, Human Resources, Performance Management, Coaching, Employee Engagement, Talent Management, Talent Acquisition, Training
Education
State University of New York College at Oswego 1976 — 1980
Bachelor of Arts (B.A.)
Weber Shandwick September 2013 - Present
Constituency Management Group, Includes Weber Shandwick, GolinHarris, FutureBrand, Octagon & DeVries September 2007 - January 2014
Constituency Management Group, Includes Weber Shandwick, Golin, FutureBrand, Octagon & DeVries November 1997 - September 2007
HBO May 1995 - September 1997
Merrill Lynch February 1994 - May 1995
Estee Lauder Group of Companies May 1987 - February 1994
Skills
Employee Relations, Human Resources, Performance Management, Coaching, Employee Engagement, Talent Management, Talent Acquisition, Training
Education
State University of New York College at Oswego 1976 — 1980
Bachelor of Arts (B.A.)
Shari Bryan's Merrill Lynch Experience April 2000 - Present
Job Executive Assistant to Global Treasurer, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2000 - Present
Shandwick Public Relations April 1997 - April 1999
MarkhamNovell PR April 1995 - April 1997
Education
State University of New York College at Oswego 1989 — 1993
BA, Communciations
Merrill Lynch April 2000 - Present
Shandwick Public Relations April 1997 - April 1999
MarkhamNovell PR April 1995 - April 1997
Education
State University of New York College at Oswego 1989 — 1993
BA, Communciations
Ryan Crook's Merrill Lynch Experience February 2007 - February 2011
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Bank of America Merrill Lynch February 2011 - October 2014
Brewstoria January 2010 - November 2013
Merrill Lynch February 2007 - February 2011
Merrill Lynch June 2004 - February 2007
Party City June 1998 - June 2004
Skills
Customer Satisfaction, Front Office, Vendor Management, Middle Office, Prime Brokerage, Fixed Income, Sales, Management, Banking, Leadership, Operations Management, Business Analysis, Customer Service, Back Office, Equities, Financial Services
Education
State University of New York Empire State College 2009 — 2015
Bachelor of Science (B.S.), Business, Management and Economics
Morgan Stanley October 2014 - Present
Bank of America Merrill Lynch February 2011 - October 2014
Brewstoria January 2010 - November 2013
Merrill Lynch February 2007 - February 2011
Merrill Lynch June 2004 - February 2007
Party City June 1998 - June 2004
Skills
Customer Satisfaction, Front Office, Vendor Management, Middle Office, Prime Brokerage, Fixed Income, Sales, Management, Banking, Leadership, Operations Management, Business Analysis, Customer Service, Back Office, Equities, Financial Services
Education
State University of New York Empire State College 2009 — 2015
Bachelor of Science (B.S.), Business, Management and Economics
Judy Goodwin's Merrill Lynch Experience 2000 - 2002
Job Top Client Group, American Express
Industry Financial Services
Experience
American Express April 2002 - Present
Merrill Lynch 2000 - 2002
American Express 1999 - 2000
Morgan Stanley 1992 - 1999
Skills
Credit Cards, Customer Acquisition, Marketing, Strategic Partnerships, Portfolio Management, Financial Services, B2B, Loyalty Marketing, Analytics, Strategy, Marketing Strategy, Merchant Services, Strategic Planning, Relationship Management, Management, Sales, Sales Management, Business Strategy
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
Master of Business Administration (MBA), Finance
State University of New York College at Oswego
Bachelor's degree, Marketing
American Express April 2002 - Present
Merrill Lynch 2000 - 2002
American Express 1999 - 2000
Morgan Stanley 1992 - 1999
Skills
Credit Cards, Customer Acquisition, Marketing, Strategic Partnerships, Portfolio Management, Financial Services, B2B, Loyalty Marketing, Analytics, Strategy, Marketing Strategy, Merchant Services, Strategic Planning, Relationship Management, Management, Sales, Sales Management, Business Strategy
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
Master of Business Administration (MBA), Finance
State University of New York College at Oswego
Bachelor's degree, Marketing
Scott Witz's Merrill Lynch Experience 1998 - 2002
Job Respiratory Specialty TeamExecutive PSS at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca January 2015 - Present
B & S Hearing Solutions LLC October 2011 - Present
AstraZeneca July 2004 - December 2014
Merrill Lynch 1998 - 2002
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Cardiology, Managed Care, Territory Management, Diabetes, Neurology, Sales Operations, Medical Devices, Hospitals, Healthcare, Cold Calling, Account Management, Business Planning, Pharmaceutics, Product Launch, Biotechnology, Strategic Planning, Coaching, Sales Management, Sales Force Development, Gastroenterology, Pulmonology
Education
State University of New York College at Oneonta 1994 — 1998
Bachelor of Science (B.S.), Business/Managerial Economics
AstraZeneca January 2015 - Present
B & S Hearing Solutions LLC October 2011 - Present
AstraZeneca July 2004 - December 2014
Merrill Lynch 1998 - 2002
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Cardiology, Managed Care, Territory Management, Diabetes, Neurology, Sales Operations, Medical Devices, Hospitals, Healthcare, Cold Calling, Account Management, Business Planning, Pharmaceutics, Product Launch, Biotechnology, Strategic Planning, Coaching, Sales Management, Sales Force Development, Gastroenterology, Pulmonology
Education
State University of New York College at Oneonta 1994 — 1998
Bachelor of Science (B.S.), Business/Managerial Economics
Sean Olsen's Merrill Lynch Experience 1999 - 2001
Job Director at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management 2005 - Present
SAC Capital Advisors 2005 - 2008
Merrill Lynch 1999 - 2001
Dresdner Kleinwort Wasserstein 1998 - 2001
CA 1993 - 1997
Skills
Hedge Funds, Fixed Income, Trading Systems, Trading Floor, Equities, Electronic Trading, Derivatives, Bloomberg, Alternative Investments, Market Data, Capital Markets, Options, Trading, Equity Derivatives, Asset Management, FX Options, Investment Banking, Equity Trading, Low Latency
Education
State University of New York College at Oneonta 1988 — 1992
B.S., Econimics
Riverhead High School
Point72 Asset Management 2005 - Present
SAC Capital Advisors 2005 - 2008
Merrill Lynch 1999 - 2001
Dresdner Kleinwort Wasserstein 1998 - 2001
CA 1993 - 1997
Skills
Hedge Funds, Fixed Income, Trading Systems, Trading Floor, Equities, Electronic Trading, Derivatives, Bloomberg, Alternative Investments, Market Data, Capital Markets, Options, Trading, Equity Derivatives, Asset Management, FX Options, Investment Banking, Equity Trading, Low Latency
Education
State University of New York College at Oneonta 1988 — 1992
B.S., Econimics
Riverhead High School
Kevin R Walker's Merrill Lynch Experience June 2006 - June 2008
Job Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Stephen Smith, CFA's Merrill Lynch Experience February 2006 - February 2007
Job Financial Markets Manager at Massachusetts Municipal Wholesale Electric Company (MMWEC)
Industry Financial Services
Experience
Massachusetts Municipal Wholesale Electric Company (MMWEC) December 2010 - Present
Balance Sheet Solutions, LLC February 2007 - December 2010
Merrill Lynch February 2006 - February 2007
RBC Capital Markets 1999 - 2006
Smith Barney 1998 - 1999
Skills
Power, Energy, Financial Markets, Derivatives, Risk Management, ALM, Fixed Income
Education
State University of New York College at Plattsburgh 1994 — 1998
Economics
Massachusetts Municipal Wholesale Electric Company (MMWEC) December 2010 - Present
Balance Sheet Solutions, LLC February 2007 - December 2010
Merrill Lynch February 2006 - February 2007
RBC Capital Markets 1999 - 2006
Smith Barney 1998 - 1999
Skills
Power, Energy, Financial Markets, Derivatives, Risk Management, ALM, Fixed Income
Education
State University of New York College at Plattsburgh 1994 — 1998
Economics
Peter Kurys's Merrill Lynch Experience March 1999 - December 2007
Job Sr. Project Engineer at Diversified Systems
Industry Broadcast Media
Experience
Diversified Systems June 2013 - Present
CUNY TV June 2010 - June 2013
NBC News August 2007 - May 2013
Democracy Now December 2007 - June 2010
Merrill Lynch March 1999 - December 2007
Merrill Lynch Video Network 1999 - 2007
Skills
Broadcast Television, Video, Broadcast, Video Production, HD Video, Final Cut Pro, Camera, Videography, Post Production, Film Production, Television, Sound, Editing, New Media, Digital Media, Media Production, Video Editing, Avid, Multimedia, Producing, Radio, Non-linear Editing, Digital Video, Broadcast Design, Broadcast Engineering, AutoCAD, Digital TV, Radio Broadcasting
Education
State University of New York College at Oswego 1995 — 1998
BA, Broadcasting Mass Communications
Diversified Systems June 2013 - Present
CUNY TV June 2010 - June 2013
NBC News August 2007 - May 2013
Democracy Now December 2007 - June 2010
Merrill Lynch March 1999 - December 2007
Merrill Lynch Video Network 1999 - 2007
Skills
Broadcast Television, Video, Broadcast, Video Production, HD Video, Final Cut Pro, Camera, Videography, Post Production, Film Production, Television, Sound, Editing, New Media, Digital Media, Media Production, Video Editing, Avid, Multimedia, Producing, Radio, Non-linear Editing, Digital Video, Broadcast Design, Broadcast Engineering, AutoCAD, Digital TV, Radio Broadcasting
Education
State University of New York College at Oswego 1995 — 1998
BA, Broadcasting Mass Communications
Jamie Decosse's Merrill Lynch Experience July 2006 - Present
Job Star Consultant at Scentsy, Inc.
Industry Financial Services
Experience
Scentsy, Inc. September 2010 - Present
Merrill Lynch July 2006 - Present
Skills
Customer Service, Marketing, Sales, Direct Sales
Education
State University of New York College at Plattsburgh 1999 — 2003
Bachelor of Science (B.S.), Business Management
Scentsy, Inc. September 2010 - Present
Merrill Lynch July 2006 - Present
Skills
Customer Service, Marketing, Sales, Direct Sales
Education
State University of New York College at Plattsburgh 1999 — 2003
Bachelor of Science (B.S.), Business Management
Courtney Seiter's Merrill Lynch Experience June 2013 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Zecco Trading June 2009 - September 2012
Merrill Lynch 2008 - 2009
Wells Fargo February 2006 - August 2007
Iwerks Entertainment September 1995 - January 2000
Skills
Series 63, Series 7, FINRA, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Financial Services, Securities, Asset Managment, Financial Analysis, Financial Advisory, Trading, Options, Wealth Management, Investment Advisory
Education
Stephens College 1989 — 1991
Merrill Lynch June 2013 - Present
Zecco Trading June 2009 - September 2012
Merrill Lynch 2008 - 2009
Wells Fargo February 2006 - August 2007
Iwerks Entertainment September 1995 - January 2000
Skills
Series 63, Series 7, FINRA, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Financial Services, Securities, Asset Managment, Financial Analysis, Financial Advisory, Trading, Options, Wealth Management, Investment Advisory
Education
Stephens College 1989 — 1991
Larry Washington's Merrill Lynch Experience March 2003 - November 2010
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America November 2010 - Present
MERSCORP 2011 - 2014
MERSCORP 2011 - 2014
Merrill Lynch March 2003 - November 2010
Citicorp Mortgage November 2002 - March 2003
CalFed Bank July 1995 - November 2002
First Nationwide Mortgage/Cal Fed Bank 1996 - 2002
MortgageSource July 1993 - July 1995
First Gibraltar Bank June 1989 - June 1993
KPMG Peat Marwick January 1978 - June 1989
Skills
Asset Management, Auditing, Banking, Capital Markets, Credit, Credit Analysis, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Investments, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Portfolio Management, Risk Management, Sales, Securities, Series 7, Wealth Management
Education
Stephen F. Austin State University 1973 — 1977
BBA, Accounting/Economics
Bank of America November 2010 - Present
MERSCORP 2011 - 2014
MERSCORP 2011 - 2014
Merrill Lynch March 2003 - November 2010
Citicorp Mortgage November 2002 - March 2003
CalFed Bank July 1995 - November 2002
First Nationwide Mortgage/Cal Fed Bank 1996 - 2002
MortgageSource July 1993 - July 1995
First Gibraltar Bank June 1989 - June 1993
KPMG Peat Marwick January 1978 - June 1989
Skills
Asset Management, Auditing, Banking, Capital Markets, Credit, Credit Analysis, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Investments, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Portfolio Management, Risk Management, Sales, Securities, Series 7, Wealth Management
Education
Stephen F. Austin State University 1973 — 1977
BBA, Accounting/Economics
Paul Moynihan's Merrill Lynch Experience August 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch August 2008 - Present
HSBC Securities June 2006 - Present
Morgan Stanley Investment Management April 2005 - February 2006
Morgan Stanley 2005 - 2006
Pali Capital February 2004 - February 2005
Skills
Commodity, Portfolio Management, Trading
Education
State University of New York College at Oneonta 1990 — 1996
Merrill Lynch August 2008 - Present
HSBC Securities June 2006 - Present
Morgan Stanley Investment Management April 2005 - February 2006
Morgan Stanley 2005 - 2006
Pali Capital February 2004 - February 2005
Skills
Commodity, Portfolio Management, Trading
Education
State University of New York College at Oneonta 1990 — 1996
Philip Giovannelli's Merrill Lynch Experience June 1988 - April 1998
Job Principal, Kilfinane Capital Associates
Industry Financial Services
Experience
Kilfinane Capital Associates June 2012 - Present
Chase Bank/Astoria/CapOne November 2008 - June 2012
Oppenheimer & Co. April 1998 - December 2006
Merrill Lynch June 1988 - April 1998
Skills
Alternative Investments, Series 7, Series 63, Fixed Income, Equities, Asset Managment, Investments, Securities, Portfolio Management, Wealth Management, Hedge Funds, Asset Allocation, Mutual Funds, Investment Strategies, Trading, Credit, Financial Advisory, Investment Management, Financial Analysis, Asset Management, Equity Trading, Funding, Investment Advisory, Private Banking, Financial Modeling, ETFs, Capital Markets, Due Diligence, Banking, Options, Trading Systems, Bloomberg, Financial Markets, Mergers, Valuation, Insurance, Derivatives, Retirement, Separately Managed..., Investment Banking, Risk Management, Strategy, Retirement Planning, Mortgage Lending, Equity Research, Finance, Strategic Financial..., Bonds, Private Equity
Education
State University of New York College at Oswego 1974 — 1978
BA,, Chemistry, History
Kilfinane Capital Associates June 2012 - Present
Chase Bank/Astoria/CapOne November 2008 - June 2012
Oppenheimer & Co. April 1998 - December 2006
Merrill Lynch June 1988 - April 1998
Skills
Alternative Investments, Series 7, Series 63, Fixed Income, Equities, Asset Managment, Investments, Securities, Portfolio Management, Wealth Management, Hedge Funds, Asset Allocation, Mutual Funds, Investment Strategies, Trading, Credit, Financial Advisory, Investment Management, Financial Analysis, Asset Management, Equity Trading, Funding, Investment Advisory, Private Banking, Financial Modeling, ETFs, Capital Markets, Due Diligence, Banking, Options, Trading Systems, Bloomberg, Financial Markets, Mergers, Valuation, Insurance, Derivatives, Retirement, Separately Managed..., Investment Banking, Risk Management, Strategy, Retirement Planning, Mortgage Lending, Equity Research, Finance, Strategic Financial..., Bonds, Private Equity
Education
State University of New York College at Oswego 1974 — 1978
BA,, Chemistry, History
Michael Douglass, CIMA®'s Merrill Lynch Experience September 2005 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2005 - Present
Morgan Stanley September 1999 - September 2005
New England Financial September 1994 - September 1999
Skills
Retirement Planning, Wealth Management..., Mutual Funds, Estate Planning, Options, Investments & Cash Mgmt, Tax Efficient Strategies, Education Funding / 529..., Alternative Investments, Analyze Risk & Beta, Insurance, Municipal Bonds, Asset Allocation
Education
Stephen F. Austin State University 1988 — 1992
Merrill Lynch September 2005 - Present
Morgan Stanley September 1999 - September 2005
New England Financial September 1994 - September 1999
Skills
Retirement Planning, Wealth Management..., Mutual Funds, Estate Planning, Options, Investments & Cash Mgmt, Tax Efficient Strategies, Education Funding / 529..., Alternative Investments, Analyze Risk & Beta, Insurance, Municipal Bonds, Asset Allocation
Education
Stephen F. Austin State University 1988 — 1992
Amanda Salaiz's Merrill Lynch Experience 1998 - 2004
Job 3rd Grade Teacher at Diboll ISD
Industry Primary/Secondary Education
Experience
Diboll ISD TeacherHuntington ISD2005 - 2006
Merrill Lynch 1998 - 2004
Education
Stephen F. Austin State University 2001 — 2005
Bachelor, Education
Diboll ISD TeacherHuntington ISD2005 - 2006
Merrill Lynch 1998 - 2004
Education
Stephen F. Austin State University 2001 — 2005
Bachelor, Education
Lee Ann Dunn, CSA's Merrill Lynch Experience July 1983 - July 1987
Job Managing Principal, The Dunn Group, LLC
Industry Insurance
Experience
The Dunn Group, LLC 2003 - Present
Manulife Financial January 1991 - December 1993
Larry Gordon Agency August 1987 - January 1991
Merrill Lynch July 1983 - July 1987
Skills
Risk Management, Health Insurance, Employee Benefits, Insurance, Disability Insurance, Estate Planning
Education
University of Arizona 1979 — 1982
Bachelor of Arts (B.A.), English Literature
Stephens College 1978 — 1979
Undergraduate Studies, Liberal Arts and Sciences, General Studies and Humanities
The Dunn Group, LLC 2003 - Present
Manulife Financial January 1991 - December 1993
Larry Gordon Agency August 1987 - January 1991
Merrill Lynch July 1983 - July 1987
Skills
Risk Management, Health Insurance, Employee Benefits, Insurance, Disability Insurance, Estate Planning
Education
University of Arizona 1979 — 1982
Bachelor of Arts (B.A.), English Literature
Stephens College 1978 — 1979
Undergraduate Studies, Liberal Arts and Sciences, General Studies and Humanities
Kristopher Lacy's Merrill Lynch Experience April 2000 - August 2001
Job Team Leader, Vice President – Global Client Administration at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
BNY Mellon November 2012 - December 2013
Wells Fargo Bank July 2011 - April 2012
Virtus Partners, LLC July 2007 - April 2011
BNY Mellon February 2003 - July 2007
Merrill Lynch April 2000 - August 2001
RWG Construction Management March 1998 - April 2000
Newmark Homes October 1996 - March 1998
Skills
Investment Banking, Fixed Income, Portfolio Management, Finance, Analysis, Financial Reporting, Cash Management, Treasury Management, Financial Services, Private Equity, Trading, Securities, Structured Products, Management, Loans, Investments, Structured Finance, Financial Analysis
Education
Texas A&M University 1994 — 1996
BBA, Finance
Stephen F. Austin State University 1992 — 1994
Associate's degree, Accounting, Finance
BNY Mellon December 2013 - Present
BNY Mellon November 2012 - December 2013
Wells Fargo Bank July 2011 - April 2012
Virtus Partners, LLC July 2007 - April 2011
BNY Mellon February 2003 - July 2007
Merrill Lynch April 2000 - August 2001
RWG Construction Management March 1998 - April 2000
Newmark Homes October 1996 - March 1998
Skills
Investment Banking, Fixed Income, Portfolio Management, Finance, Analysis, Financial Reporting, Cash Management, Treasury Management, Financial Services, Private Equity, Trading, Securities, Structured Products, Management, Loans, Investments, Structured Finance, Financial Analysis
Education
Texas A&M University 1994 — 1996
BBA, Finance
Stephen F. Austin State University 1992 — 1994
Associate's degree, Accounting, Finance
Bill Zorovich's Merrill Lynch Experience July 1995 - August 1996
Job Regional Director
Industry Investment Management
Experience
Van Kampen Investments February 2005 - May 2009
Citigroup Asset Management December 2002 - January 2005
Merrill Lynch Investment Managers May 2001 - December 2002
Salomon Brothers September 1996 - April 2001
United States Navy October 1986 - March 2001
Merrill Lynch July 1995 - August 1996
Garvin Guybutler Corporation, New York, NY June 1994 - October 1994
Skills
Series 7, Mutual Funds, Asset Allocation, Securities
Education
Troy University 1992 — 1994
MS, Management
Saint John's University 1984 — 1986
BS, Mathematical Physics
State University of New York Maritime College 1982 — 1983
Nuclear Engineering
Van Kampen Investments February 2005 - May 2009
Citigroup Asset Management December 2002 - January 2005
Merrill Lynch Investment Managers May 2001 - December 2002
Salomon Brothers September 1996 - April 2001
United States Navy October 1986 - March 2001
Merrill Lynch July 1995 - August 1996
Garvin Guybutler Corporation, New York, NY June 1994 - October 1994
Skills
Series 7, Mutual Funds, Asset Allocation, Securities
Education
Troy University 1992 — 1994
MS, Management
Saint John's University 1984 — 1986
BS, Mathematical Physics
State University of New York Maritime College 1982 — 1983
Nuclear Engineering
Tony Sorbera's Merrill Lynch Experience 1981 - 2000
Job Fixed Income Analyst at Interactive Data
Industry Financial Services
Experience
Interactive Data September 2015 - Present
AXA Advisors April 2014 - July 2014
Sears Holdings Corporation November 2013 - December 2013
Thomson Reuters June 2005 - April 2009
Interactive Data 2001 - 2002
Merrill Lynch 1981 - 2000
Skills
Derivatives, Risk Management, Analysis, Customer Relations, Excel, Microsoft Office, Data Analysis, Market Data, Research, Fixed Income, Bonds, Securities, Capital Markets, Financial Analysis, Equities, Financial Markets, Financial Modeling, Financial Risk, Project Management, Market Research, Customer Service, Microsoft Excel, Bloomberg, Internal Audit, Change Management, Trading, Portfolio Management, Investments, Business Development, Equity Derivatives, Structured Products, Credit Derivatives, Business Analysis, Financial Services, Finance, Valuation
Education
State University of New York College at Oneonta 1977 — 1981
BS, Economics
Interactive Data September 2015 - Present
AXA Advisors April 2014 - July 2014
Sears Holdings Corporation November 2013 - December 2013
Thomson Reuters June 2005 - April 2009
Interactive Data 2001 - 2002
Merrill Lynch 1981 - 2000
Skills
Derivatives, Risk Management, Analysis, Customer Relations, Excel, Microsoft Office, Data Analysis, Market Data, Research, Fixed Income, Bonds, Securities, Capital Markets, Financial Analysis, Equities, Financial Markets, Financial Modeling, Financial Risk, Project Management, Market Research, Customer Service, Microsoft Excel, Bloomberg, Internal Audit, Change Management, Trading, Portfolio Management, Investments, Business Development, Equity Derivatives, Structured Products, Credit Derivatives, Business Analysis, Financial Services, Finance, Valuation
Education
State University of New York College at Oneonta 1977 — 1981
BS, Economics
Chance Choate's Merrill Lynch Experience 1996 - 1998
Job Dynamic Environmental Systems, Inc
Industry Environmental Services
Experience
Dynamic Environmental Systems, Inc. 2004 - Present
RealPage, Inc. 2003 - 2004
XO Communications 1999 - 2002
Bear Stearns Asset Management 1998 - 1999
Merrill Lynch 1996 - 1998
Lehman Brothers 1994 - 1996
Skills
business owner, Business Development, Start-ups, Business Strategy, Small Business, Strategic Planning, New Business Development, Entrepreneurship, Business Planning, Marketing Strategy, Sustainability, Project Management
Education
Stephen F. Austin State University
BBA, Finance
Dynamic Environmental Systems, Inc. 2004 - Present
RealPage, Inc. 2003 - 2004
XO Communications 1999 - 2002
Bear Stearns Asset Management 1998 - 1999
Merrill Lynch 1996 - 1998
Lehman Brothers 1994 - 1996
Skills
business owner, Business Development, Start-ups, Business Strategy, Small Business, Strategic Planning, New Business Development, Entrepreneurship, Business Planning, Marketing Strategy, Sustainability, Project Management
Education
Stephen F. Austin State University
BBA, Finance
Debi Cichonski's Merrill Lynch Experience September 1999 - January 2002
Job Owner, The Silver Lining
Industry Retail
Experience
The Silver Lining September 2002 - Present
Merrill Lynch September 1999 - January 2002
Skills
Microsoft Excel, Customer Service, Strategic Planning, Retail, Merchandising, Asset Allocation, Visual Merchandising
Education
State University of New York College at Plattsburgh 1982 — 1985
BS, BUSINESS
The Silver Lining September 2002 - Present
Merrill Lynch September 1999 - January 2002
Skills
Microsoft Excel, Customer Service, Strategic Planning, Retail, Merchandising, Asset Allocation, Visual Merchandising
Education
State University of New York College at Plattsburgh 1982 — 1985
BS, BUSINESS
David Melchor, CFP®'s Merrill Lynch Experience May 2008 - August 2008
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - March 2015
Fidelity Investments October 2012 - October 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2010 - 2011
Merrill Lynch May 2008 - August 2008
Skills
Investments, Customer Service, Sales, Leadership, Microsoft Office, Microsoft Excel, Retirement Planning, Series 7, Microsoft Word, Financial Analysis
Education
Stephen F. Austin State University 2005 — 2005
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - March 2015
Fidelity Investments October 2012 - October 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2010 - 2011
Merrill Lynch May 2008 - August 2008
Skills
Investments, Customer Service, Sales, Leadership, Microsoft Office, Microsoft Excel, Retirement Planning, Series 7, Microsoft Word, Financial Analysis
Education
Stephen F. Austin State University 2005 — 2005
Bachelor of Business Administration (BBA), Finance, General
Dawn Requena's Merrill Lynch Experience April 2007 - February 2009
Job Executive Assistant at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group August 2012 - Present
Morgan Stanely April 2010 - August 2012
Merrill Lynch April 2007 - February 2009
PBS&J International Inc March 2003 - April 2007
Skills
Bloomberg, Microsoft Excel, Investment Banking, Fixed Income, Investments, Customer Service, Microsoft Word, Financial Modeling, Financial Analysis, Portfolio Management, Hedge Funds, Capital Markets, Corporate Finance, Project Management, Equities, Asset Management, Banking, Risk Management, Finance
Education
SUNY Potsdam
Business Administration
The Carlyle Group August 2012 - Present
Morgan Stanely April 2010 - August 2012
Merrill Lynch April 2007 - February 2009
PBS&J International Inc March 2003 - April 2007
Skills
Bloomberg, Microsoft Excel, Investment Banking, Fixed Income, Investments, Customer Service, Microsoft Word, Financial Modeling, Financial Analysis, Portfolio Management, Hedge Funds, Capital Markets, Corporate Finance, Project Management, Equities, Asset Management, Banking, Risk Management, Finance
Education
SUNY Potsdam
Business Administration
Clara Wu's Merrill Lynch Experience 2008 - 2009
Job Regional Sales VP at MetLife
Industry Financial Services
Experience
MetLife May 2009 - Present
Merrill Lynch 2008 - 2009
MetLife 2005 - 2008
Prudential Financial 2003 - 2005
Prudential Financial 1999 - 2003
Skills
Sales Management, Relationship Management, Insurance, New Business Development, Customer Retention, Strategic Financial..., Leadership, Underwriting, Direct Sales, Small Business, Disability Insurance, Selling, Health Insurance, Life Insurance, Fixed Annuities, General Insurance, Account Management, Employee Benefits, Brokers, Term Life Insurance, Commercial Insurance, Whole Life, Long-term Care, Property & Casualty..., Sales
Education
State University of New York College at Oswego
Master of Business Administration (MBA)
MetLife May 2009 - Present
Merrill Lynch 2008 - 2009
MetLife 2005 - 2008
Prudential Financial 2003 - 2005
Prudential Financial 1999 - 2003
Skills
Sales Management, Relationship Management, Insurance, New Business Development, Customer Retention, Strategic Financial..., Leadership, Underwriting, Direct Sales, Small Business, Disability Insurance, Selling, Health Insurance, Life Insurance, Fixed Annuities, General Insurance, Account Management, Employee Benefits, Brokers, Term Life Insurance, Commercial Insurance, Whole Life, Long-term Care, Property & Casualty..., Sales
Education
State University of New York College at Oswego
Master of Business Administration (MBA)
Deanna Newcomb's Merrill Lynch Experience July 2005 - August 2009
Job Senior Manager, Deloitte Advisory Commodities
Industry Oil & Energy
Experience
Deloitte September 2014 - Present
BP July 2010 - June 2014
McDermott Will and Emery August 2009 - July 2010
Merrill Lynch July 2005 - August 2009
Reliant Energy 2000 - 2005
Tractebel 1997 - 2000
Tenneco Gas 1992 - 1997
Skills
Financial Risk, Accounting, Commodity Markets, Risk Management, Energy, Natural Gas, Due Diligence, Risk Assessment, Sarbanes-Oxley Act, Process Improvement, Derivatives, Commodity, Petroleum, Energy Markets, Trading, Business Process..., Financial Analysis, Corporate Governance, Mergers & Acquisitions, Analysis
Education
Stephen F. Austin State University 1988 — 1992
BAA, Accounting
Deloitte September 2014 - Present
BP July 2010 - June 2014
McDermott Will and Emery August 2009 - July 2010
Merrill Lynch July 2005 - August 2009
Reliant Energy 2000 - 2005
Tractebel 1997 - 2000
Tenneco Gas 1992 - 1997
Skills
Financial Risk, Accounting, Commodity Markets, Risk Management, Energy, Natural Gas, Due Diligence, Risk Assessment, Sarbanes-Oxley Act, Process Improvement, Derivatives, Commodity, Petroleum, Energy Markets, Trading, Business Process..., Financial Analysis, Corporate Governance, Mergers & Acquisitions, Analysis
Education
Stephen F. Austin State University 1988 — 1992
BAA, Accounting
Edward Karsch's Merrill Lynch Experience September 2006 - June 2013
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
SK Wealth Services, Raymond James June 2013 - Present
Merrill Lynch September 2006 - June 2013
Education
Syracuse University 1967 — 1971
MBA, Finance
State University of New York College of Environmental Sciences and Forestry 1955 — 1959
Bachelor of Science (BS), Forest Management/Forest Resources Management
SK Wealth Services, Raymond James June 2013 - Present
Merrill Lynch September 2006 - June 2013
Education
Syracuse University 1967 — 1971
MBA, Finance
State University of New York College of Environmental Sciences and Forestry 1955 — 1959
Bachelor of Science (BS), Forest Management/Forest Resources Management
Joe Serio's Merrill Lynch Experience July 2005 - December 2008
Job Project Director at Bank of America
Industry Investment Banking
Experience
Bank of America December 2013 - Present
Bank of America May 2005 - Present
Merrill Lynch July 2005 - December 2008
Invesco Ltd. June 1993 - July 2005
INVESCO Retirement 1997 - 2005
AMVESCAP Retirement, Inc. 2002 - 2004
MetLife August 1979 - June 1996
Outward Bound Adventures 1980 - 1984
Skills
SQL, Statistics, Unix, IDMS, Project Management, Business Analysis, Software Documentation, Process Improvement, Project Planning, Financial Services, Six Sigma, SDLC, Leadership, Team Building, Disaster Recovery, Risk Management, Business Process..., Strategy, Requirements Analysis, Visio, MS Project, Analysis, Vendor Management, Business Intelligence, Requirements Gathering, Management, PMO, IT Strategy, CRM, Outsourcing
Education
State University of New York College at Plattsburgh 1970 — 1974
bs, marketing
outward bound
Bank of America December 2013 - Present
Bank of America May 2005 - Present
Merrill Lynch July 2005 - December 2008
Invesco Ltd. June 1993 - July 2005
INVESCO Retirement 1997 - 2005
AMVESCAP Retirement, Inc. 2002 - 2004
MetLife August 1979 - June 1996
Outward Bound Adventures 1980 - 1984
Skills
SQL, Statistics, Unix, IDMS, Project Management, Business Analysis, Software Documentation, Process Improvement, Project Planning, Financial Services, Six Sigma, SDLC, Leadership, Team Building, Disaster Recovery, Risk Management, Business Process..., Strategy, Requirements Analysis, Visio, MS Project, Analysis, Vendor Management, Business Intelligence, Requirements Gathering, Management, PMO, IT Strategy, CRM, Outsourcing
Education
State University of New York College at Plattsburgh 1970 — 1974
bs, marketing
outward bound
Rene Ramgobin's Merrill Lynch Experience June 2004 - August 2004
Job Property Management
Industry Real Estate
Experience
Dalan Management January 2010 - Present
All Stars Project Inc June 2001 - Present
Credit Suisse - Swiss Post Solutions August 2009 - December 2009
Virgin September 2004 - April 2009
Ernst & Young June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Merrill Lynch Headquarters June 2004 - August 2004
Jaftex, Corporation June 2003 - August 2003
Holy Cross Church November 1999 - May 2001
Skills
Fundraising, Marketing, Leadership, Customer Service, Public Speaking, Entertainment, Event Planning, Microsoft Office, Nonprofits, Project Management, Recruiting, Retail, Sales, Management
Education
State University of New York Empire State College
Business
Erasmus Hall Campus School of the Humanities
High School Diploma
Dalan Management January 2010 - Present
All Stars Project Inc June 2001 - Present
Credit Suisse - Swiss Post Solutions August 2009 - December 2009
Virgin September 2004 - April 2009
Ernst & Young June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Merrill Lynch Headquarters June 2004 - August 2004
Jaftex, Corporation June 2003 - August 2003
Holy Cross Church November 1999 - May 2001
Skills
Fundraising, Marketing, Leadership, Customer Service, Public Speaking, Entertainment, Event Planning, Microsoft Office, Nonprofits, Project Management, Recruiting, Retail, Sales, Management
Education
State University of New York Empire State College
Business
Erasmus Hall Campus School of the Humanities
High School Diploma
Irene Liberatos's Merrill Lynch Experience February 1978 - Present
Job Vice President, Wealth Management Advisor, CFP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1978 - Present
Merrill Lynch February 1978 - Present
Skills
Wealth Management, Investments, Certified Financial..., Equities
Education
State University of New York College at Potsdam
Bachelor of Arts (B.A.), Double Major in English Literature and Anthropology
Merrill Lynch February 1978 - Present
Merrill Lynch February 1978 - Present
Skills
Wealth Management, Investments, Certified Financial..., Equities
Education
State University of New York College at Potsdam
Bachelor of Arts (B.A.), Double Major in English Literature and Anthropology
Laurie Mullins's Merrill Lynch Experience Sales Assistant to Office Director/ManagerBear StearnsFebruary 1988 - May 2000
Job Senior Associate Private Banking & Investment Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Sales Assistant to Office Director/ManagerBear StearnsFebruary 1988 - May 2000
Education
Stephen F. Austin State University 1981 — 1983
BA, Sociology
Merrill Lynch Sales Assistant to Office Director/ManagerBear StearnsFebruary 1988 - May 2000
Education
Stephen F. Austin State University 1981 — 1983
BA, Sociology
Muhammad Morsy's Merrill Lynch Experience May 2007 - June 2009
Job Consultant Systems Administrator/IT Support Specialist
Industry Information Technology and Services
Experience
Consultant October 2009 - Present
Thaumaturgix 2012 - 2012
Merrill Lynch May 2007 - June 2009
Bear Stearns / JPMorgan Chase 2005 - 2007
Cairo Marriott Hotel and Casino 1998 - 2000
Skills
Blackberry Enterprise..., VMware, Microsoft Exchange, BMC Remedy, Windows Server, Windows 7, Active Directory, Blackberry, VPN, XP, TCP/IP, Disaster Recovery, Troubleshooting, Windows, Lotus Notes, Group Policy, Network Administration, DNS, Citrix, Norton Ghost, VMware ESX, DHCP, Help Desk Support, SharePoint, Laptops, Servers, System Administration, SCCM, Security, Windows Vista
Education
SUNY Empire State College 2011 — 2012
BS, Business Information Systems
The High Institute of Tourism and Hotels 1990 — 1994
BS, Hotel Management
Consultant October 2009 - Present
Thaumaturgix 2012 - 2012
Merrill Lynch May 2007 - June 2009
Bear Stearns / JPMorgan Chase 2005 - 2007
Cairo Marriott Hotel and Casino 1998 - 2000
Skills
Blackberry Enterprise..., VMware, Microsoft Exchange, BMC Remedy, Windows Server, Windows 7, Active Directory, Blackberry, VPN, XP, TCP/IP, Disaster Recovery, Troubleshooting, Windows, Lotus Notes, Group Policy, Network Administration, DNS, Citrix, Norton Ghost, VMware ESX, DHCP, Help Desk Support, SharePoint, Laptops, Servers, System Administration, SCCM, Security, Windows Vista
Education
SUNY Empire State College 2011 — 2012
BS, Business Information Systems
The High Institute of Tourism and Hotels 1990 — 1994
BS, Hotel Management
Brian Denman's Merrill Lynch Experience May 2007 - August 2007
Job Senior Accountant at ITT Corporation
Industry Mechanical or Industrial Engineering
Experience
ITT March 2015 - Present
ITT October 2010 - March 2015
H&R Block December 2009 - April 2011
Newport Capital Group June 2009 - July 2009
SUNY Oswego Financial Management Association February 2008 - May 2009
Phi Beta Lambda - SUNY Oswego Chapter August 2006 - May 2009
Cornell University January 2007 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
BlackLine Systems, General Ledger, PRMS General Ledger, Hyperion HFM, Intercompany, SAP, Excel, Word, Access, Tax Preparation, Accounts Payable, Microsoft Excel, Time Management, Finance
Education
State University of New York College at Oswego 2005 — 2009
Finance
ITT March 2015 - Present
ITT October 2010 - March 2015
H&R Block December 2009 - April 2011
Newport Capital Group June 2009 - July 2009
SUNY Oswego Financial Management Association February 2008 - May 2009
Phi Beta Lambda - SUNY Oswego Chapter August 2006 - May 2009
Cornell University January 2007 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
BlackLine Systems, General Ledger, PRMS General Ledger, Hyperion HFM, Intercompany, SAP, Excel, Word, Access, Tax Preparation, Accounts Payable, Microsoft Excel, Time Management, Finance
Education
State University of New York College at Oswego 2005 — 2009
Finance
Charles Kern's Merrill Lynch Experience 1993 - 1999
Job Managing Member at Pilot Investment Services
Industry Financial Services
Experience
Pilot Investment Services, LLC August 2015 - Present
Pilot Portfolio Management May 2013 - July 2015
Scott & Stringfellow October 2010 - March 2013
UBS September 1999 - October 2010
Merrill Lynch 1993 - 1999
US Air Force January 1985 - December 1992
Skills
Risk Management, Series 7, Asset Managment, Financial Analysis, Portfolio Management, Strategic Financial..., Securities, Equities, Asset Management, Financial Modeling, Alternative Investments, Investments, Fixed Income, Wealth Management, Retirement Planning, Financial Services
Education
U.S. Air Force Institute of Technology 1990 — 1991
MS, Cost Analysis
State University of New York Maritime College 1981 — 1985
BE, Electrical Engineering
Pilot Investment Services, LLC August 2015 - Present
Pilot Portfolio Management May 2013 - July 2015
Scott & Stringfellow October 2010 - March 2013
UBS September 1999 - October 2010
Merrill Lynch 1993 - 1999
US Air Force January 1985 - December 1992
Skills
Risk Management, Series 7, Asset Managment, Financial Analysis, Portfolio Management, Strategic Financial..., Securities, Equities, Asset Management, Financial Modeling, Alternative Investments, Investments, Fixed Income, Wealth Management, Retirement Planning, Financial Services
Education
U.S. Air Force Institute of Technology 1990 — 1991
MS, Cost Analysis
State University of New York Maritime College 1981 — 1985
BE, Electrical Engineering
Christine DiPadova's Merrill Lynch Experience April 1995 - October 2000
Job Educational Associate at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education April 2010 - Present
Merrill Lynch April 1995 - October 2000
Torcon June 1986 - October 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Curriculum Design, Event Management, Grant Writing
Education
State University of New York Empire State College 2012 — 2016
Bachelor of Applied Science (BASc), Counseling Psychology
State University of New York Empire State College 2012 — 2014
Associate's Degree, Early Childhood Education and Teaching
Berkeley College-New York 1984 — 1985
Administrative Assistant and Secretarial Science, General
NYC Department of Education April 2010 - Present
Merrill Lynch April 1995 - October 2000
Torcon June 1986 - October 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Curriculum Design, Event Management, Grant Writing
Education
State University of New York Empire State College 2012 — 2016
Bachelor of Applied Science (BASc), Counseling Psychology
State University of New York Empire State College 2012 — 2014
Associate's Degree, Early Childhood Education and Teaching
Berkeley College-New York 1984 — 1985
Administrative Assistant and Secretarial Science, General
Skea Thomas's Merrill Lynch Experience 1981 - 2003
Job Managing Director at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. 2003 - Present
Merrill Lynch 1981 - 2003
Skills
Bloomberg, Trading, Hedge Funds, Equity Trading, Capital Markets, Series 7, Financial Markets, Equities, Electronic Trading, Options, Securities, Equity Derivatives, Trading Systems, Series 63, Market Making, Fixed Income, Investments, Alternative Investments, Trading Strategies
Education
State University of New York College at Plattsburgh
Economics
high school
high school
tappan Zee
KCG Holdings, Inc. 2003 - Present
Merrill Lynch 1981 - 2003
Skills
Bloomberg, Trading, Hedge Funds, Equity Trading, Capital Markets, Series 7, Financial Markets, Equities, Electronic Trading, Options, Securities, Equity Derivatives, Trading Systems, Series 63, Market Making, Fixed Income, Investments, Alternative Investments, Trading Strategies
Education
State University of New York College at Plattsburgh
Economics
high school
high school
tappan Zee
Karl Lindekugel, III's Merrill Lynch Experience March 1979 - Present
Job Senior Vice President Investments / Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1979 - Present
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Series 7, Private Equity, Financial Analysis, Mergers & Acquisitions, Alternative Investments, Retirement Planning, Series 63
Education
Stephen F. Austin State University 1974 — 1978
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch March 1979 - Present
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Series 7, Private Equity, Financial Analysis, Mergers & Acquisitions, Alternative Investments, Retirement Planning, Series 63
Education
Stephen F. Austin State University 1974 — 1978
Bachelor of Business Administration (B.B.A.), Finance
Dennis McIntyre's Merrill Lynch Experience December 2005 - November 2008
Job VP Investments, Financial Advisor at Chase Investment Services Corp.
Industry Financial Services
Experience
Chase Investment Services Corp. November 2008 - October 2010
Merrill Lynch December 2005 - November 2008
Education
State University of New York Maritime College
BS, Marine Transportation and Economics
Chase Investment Services Corp. November 2008 - October 2010
Merrill Lynch December 2005 - November 2008
Education
State University of New York Maritime College
BS, Marine Transportation and Economics
Beth Pollard's Merrill Lynch Experience May 2001 - February 2012
Job Client Service Associate UBS Financial Services
Industry Financial Services
Experience
UBS February 2012 - Present
Merrill Lynch May 2001 - February 2012
Allen & Company 1994 - May 2001
Skills
Series 7
Education
University of South Florida 1977 — 1978
Bachelor of Arts, Elementary Education
Stephens College 1975 — 1976
Associate of Arts
UBS February 2012 - Present
Merrill Lynch May 2001 - February 2012
Allen & Company 1994 - May 2001
Skills
Series 7
Education
University of South Florida 1977 — 1978
Bachelor of Arts, Elementary Education
Stephens College 1975 — 1976
Associate of Arts
Walt Royse's Merrill Lynch Experience August 1973 - June 2013
Job
Industry Investment Management
Experience
Merrill Lynch August 1973 - June 2013
Skills
Equities, Management, Investments, Microsoft Office, Strategic Planning, Contract Negotiation, Microsoft Excel, Fixed Income, Portfolio Management, Wealth Management, Project Management, Leadership, Series 7, Financial Planning, Insurance, Risk Management
Education
Stephen F. Austin State University 1966 — 1969
Bachelor's degree, Business/Economics
Merrill Lynch August 1973 - June 2013
Skills
Equities, Management, Investments, Microsoft Office, Strategic Planning, Contract Negotiation, Microsoft Excel, Fixed Income, Portfolio Management, Wealth Management, Project Management, Leadership, Series 7, Financial Planning, Insurance, Risk Management
Education
Stephen F. Austin State University 1966 — 1969
Bachelor's degree, Business/Economics
David Vul's Merrill Lynch Experience August 2000 - July 2002
Job Sr. Software and Quantitative Developer
Industry Banking
Experience
Self Employed August 2013 - Present
Federal Home Loan Bank of San Francisco September 2004 - May 2013
Protege Partners October 2002 - May 2004
Merrill Lynch August 2000 - July 2002
Hewlett-Packard November 1999 - July 2000
PG&E Energy Services September 1997 - October 1999
Skills
Trading Systems, Fixed Income, Bloomberg, C#, PL/SQL, Capital Markets, Business Analysis, Java, JavaScript, .NET, Oracle, VBA, Calypso, Microsoft SQL Server, Interest Rate..., Market Data, Valuation, Reuters, Portfolio Management, R, Financial Risk..., Options, Requirements Gathering, Trading, FX Options, Risk Management, Market Risk, Hedge Funds, SQL
Education
New York Institute of Finance, New York, NY.
Certificate in Fixed Income Market
Academy of Science, USSR, Kiev
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)
Master's degree, Physics
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)
Bachelor's degree, Computer Science
Self Employed August 2013 - Present
Federal Home Loan Bank of San Francisco September 2004 - May 2013
Protege Partners October 2002 - May 2004
Merrill Lynch August 2000 - July 2002
Hewlett-Packard November 1999 - July 2000
PG&E Energy Services September 1997 - October 1999
Skills
Trading Systems, Fixed Income, Bloomberg, C#, PL/SQL, Capital Markets, Business Analysis, Java, JavaScript, .NET, Oracle, VBA, Calypso, Microsoft SQL Server, Interest Rate..., Market Data, Valuation, Reuters, Portfolio Management, R, Financial Risk..., Options, Requirements Gathering, Trading, FX Options, Risk Management, Market Risk, Hedge Funds, SQL
Education
New York Institute of Finance, New York, NY.
Certificate in Fixed Income Market
Academy of Science, USSR, Kiev
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)
Master's degree, Physics
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)
Bachelor's degree, Computer Science
Peter Timony's Merrill Lynch Experience March 1996 - June 2003
Job Chief Compliance Officer/NYSE Floor Broker at Dermott W. Clancy Corp.
Industry Financial Services
Experience
Dermott W. Clancy Corp. November 2010 - Present
John N. Seip & Co. June 2003 - October 2010
Merrill Lynch March 1996 - June 2003
Skills
Series 7, Series 63, Equities, Securities, Series 24, Bloomberg, Trading, Capital Markets, Electronic Trading, Equity Trading, Alternative Investments, Trading Systems, Hedge Funds, Options
Education
State University of New York College at Oneonta 1991 — 1995
BS, History
Dermott W. Clancy Corp. November 2010 - Present
John N. Seip & Co. June 2003 - October 2010
Merrill Lynch March 1996 - June 2003
Skills
Series 7, Series 63, Equities, Securities, Series 24, Bloomberg, Trading, Capital Markets, Electronic Trading, Equity Trading, Alternative Investments, Trading Systems, Hedge Funds, Options
Education
State University of New York College at Oneonta 1991 — 1995
BS, History
John Tyler's Merrill Lynch Experience October 2009 - Present
Job Private Wealth Advisor at Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Bernstein Global Wealth Management January 2002 - October 2009
Diebold inc. May 1988 - January 2002
Education
Stephen F. Austin State University
Merrill Lynch October 2009 - Present
Bernstein Global Wealth Management January 2002 - October 2009
Diebold inc. May 1988 - January 2002
Education
Stephen F. Austin State University
Kevin Donnellan's Merrill Lynch Experience May 2000 - Present
Job Senior Retirement Plan Specialist Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2000 - Present
Skills
Qualified Retirement..., 401k, Defined Contribution, Defined Benefit, Series 7, Series 63, Life & Health Insurance..., Profit Sharing, Mutual Funds, Retirement Planning
Education
SUNY Oneonta 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Merrill Lynch May 2000 - Present
Skills
Qualified Retirement..., 401k, Defined Contribution, Defined Benefit, Series 7, Series 63, Life & Health Insurance..., Profit Sharing, Mutual Funds, Retirement Planning
Education
SUNY Oneonta 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Philip Brancaccio's Merrill Lynch Experience August 2005 - December 2009
Job Director Global Markets Technology & Operations at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America October 2013 - Present
JPMorgan Chase April 2012 - September 2013
JPMorgan Chase June 2010 - April 2012
Bank of America Merrill Lynch January 2009 - June 2010
Merrill Lynch August 2005 - December 2009
Citigroup June 1998 - August 2005
SIAC May 1996 - June 1998
Inter-National Research Institute September 1992 - May 1996
Skills
Electronic Trading, Trading Systems, Market Data, Low Latency, Equities, Software Development, Equity Derivatives, Capital Markets, Investment Banking, Software Design, Databases, Business Analysis, Distributed Systems, Enterprise Software, Trading, Technology Management, Technology Leadership, Team Building, Solution Architecture, Agile & Waterfall..., Project Management, Object Oriented Design, Web Services, Core Java, Spring DI, JPA, Maven, Subversion, Sybase, Analytics, CRM, Derivatives, Prime Brokerage
Education
State University of New York College at Oswego 1988 — 1992
Computer Science
Bank of America October 2013 - Present
JPMorgan Chase April 2012 - September 2013
JPMorgan Chase June 2010 - April 2012
Bank of America Merrill Lynch January 2009 - June 2010
Merrill Lynch August 2005 - December 2009
Citigroup June 1998 - August 2005
SIAC May 1996 - June 1998
Inter-National Research Institute September 1992 - May 1996
Skills
Electronic Trading, Trading Systems, Market Data, Low Latency, Equities, Software Development, Equity Derivatives, Capital Markets, Investment Banking, Software Design, Databases, Business Analysis, Distributed Systems, Enterprise Software, Trading, Technology Management, Technology Leadership, Team Building, Solution Architecture, Agile & Waterfall..., Project Management, Object Oriented Design, Web Services, Core Java, Spring DI, JPA, Maven, Subversion, Sybase, Analytics, CRM, Derivatives, Prime Brokerage
Education
State University of New York College at Oswego 1988 — 1992
Computer Science
Joanne Case's Merrill Lynch Experience 2000 - 2005
Job Executive Assistant at Trane
Industry Mechanical or Industrial Engineering
Experience
Trane August 2006 - Present
Merrill Lynch 2000 - 2005
Del Webb 1994 - 1999
Various Commercial Real Estate 1986 - 1994
Skills
Energy Efficiency, Management, Energy Conservation, HVAC, Contract Management, Manufacturing, Contract Negotiation, Facilities Management, Project Management, Energy Management, Operations Management, Team Building, Engineering, Budgets, Continuous Improvement, Process Improvement, Cross-functional Team...
Education
State University of New York College at Oswego 1968 — 1972
Elementary Education/English
Trane August 2006 - Present
Merrill Lynch 2000 - 2005
Del Webb 1994 - 1999
Various Commercial Real Estate 1986 - 1994
Skills
Energy Efficiency, Management, Energy Conservation, HVAC, Contract Management, Manufacturing, Contract Negotiation, Facilities Management, Project Management, Energy Management, Operations Management, Team Building, Engineering, Budgets, Continuous Improvement, Process Improvement, Cross-functional Team...
Education
State University of New York College at Oswego 1968 — 1972
Elementary Education/English
Adrienne Feiger's Merrill Lynch Experience 2003 - 2010
Job Director of Planned Giving
Industry Fund-Raising
Experience
Mount Sinai Health System February 2010 - Present
Merrill Lynch 2003 - 2010
Pleasantdale Chateau & Cnfrnc 2002 - 2003
Consultant 1994 - 1999
Skills
Estate Planning, Non-Profit, Planned Giving, Board Development, Relationship Building, Event Planning, Alumni Relations, Investment Strategies
Education
State University of New York Empire State College
Bachelor of Arts (B.A.), Theatre
British American Drama Academy, Oxford, England
Mount Sinai Health System February 2010 - Present
Merrill Lynch 2003 - 2010
Pleasantdale Chateau & Cnfrnc 2002 - 2003
Consultant 1994 - 1999
Skills
Estate Planning, Non-Profit, Planned Giving, Board Development, Relationship Building, Event Planning, Alumni Relations, Investment Strategies
Education
State University of New York Empire State College
Bachelor of Arts (B.A.), Theatre
British American Drama Academy, Oxford, England
Meredith Mezeul's Merrill Lynch Experience 1995 - 1998
Job VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Alternative Investment Services 2007 - Present
J.P. Morgan 2005 - 2007
BNY Mellon Alternative Investment Services 2004 - 2005
Neuberger Berman 1998 - 2004
Merrill Lynch 1995 - 1998
Skills
Private Equity, Investor Relations, Analytical Skills, Business Process..., Procedure Development, Multi Tasking, Sales Presentations, Relationship Management, Team Management, Investran
Education
SUNY Oneonta 1992 — 1996
Business Economics - Minor in Finance
BNY Mellon Alternative Investment Services 2007 - Present
J.P. Morgan 2005 - 2007
BNY Mellon Alternative Investment Services 2004 - 2005
Neuberger Berman 1998 - 2004
Merrill Lynch 1995 - 1998
Skills
Private Equity, Investor Relations, Analytical Skills, Business Process..., Procedure Development, Multi Tasking, Sales Presentations, Relationship Management, Team Management, Investran
Education
SUNY Oneonta 1992 — 1996
Business Economics - Minor in Finance
Nathan Kouhana's Merrill Lynch Experience 2000 - 2000
Job Focused on Creating LongTerm Value
Industry Computer Software
Experience
NBK Consulting, Inc 2009 - Present
Radius Intelligence 2014 - 2015
Radius Intelligence 2012 - 2014
US Army 2003 - 2009
Merrill Lynch 2000 - 2000
Skills
Program Management, Account Management, Sales Process, Marketing Strategy, Business Development, Team Leadership, Team Building, Strategic Partnerships, Salesforce.com, Intelligence Analysis, Security, Tactics, Security Clearance, Solution Selling, Lead Generation, B2B, New Business Development, Intelligence, Army, Operational Planning, Military Operations, Military, Surveillance, Weapons, DoD, National Security, Business Intelligence, Sales Management, Leadership, Leading Diverse Teams, Entrepreneurship, Sales, Management, Start-ups, CRM, SaaS
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Science (MS), Technology Commercialization
State University of New York College at Oswego
BS, Marketing / International Studies
NBK Consulting, Inc 2009 - Present
Radius Intelligence 2014 - 2015
Radius Intelligence 2012 - 2014
US Army 2003 - 2009
Merrill Lynch 2000 - 2000
Skills
Program Management, Account Management, Sales Process, Marketing Strategy, Business Development, Team Leadership, Team Building, Strategic Partnerships, Salesforce.com, Intelligence Analysis, Security, Tactics, Security Clearance, Solution Selling, Lead Generation, B2B, New Business Development, Intelligence, Army, Operational Planning, Military Operations, Military, Surveillance, Weapons, DoD, National Security, Business Intelligence, Sales Management, Leadership, Leading Diverse Teams, Entrepreneurship, Sales, Management, Start-ups, CRM, SaaS
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Science (MS), Technology Commercialization
State University of New York College at Oswego
BS, Marketing / International Studies
David Cornell CFP CTFA's Merrill Lynch Experience January 2003 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2003 - Present
Merrill Lynch May 1998 - Present
Education
State University of New York College at Plattsburgh 1990 — 2005
SUNY Plattsburgh 1989 — 2004
BA Sociology
Merrill Lynch January 2003 - Present
Merrill Lynch May 1998 - Present
Education
State University of New York College at Plattsburgh 1990 — 2005
SUNY Plattsburgh 1989 — 2004
BA Sociology
Kevin Klingert's Merrill Lynch Experience March 1985 - October 1991
Job Managing Director/COO at Morgan Stanley Investment Management
Industry Capital Markets
Experience
Morgan Stanley Investment Management December 2007 - Present
BlackRock October 1991 - January 2007
Merrill Lynch March 1985 - October 1991
Education
NYU Stern School of Business 1988 — 1990
MBA, Finance
SUNY Oswego 1980 — 1984
Finance
Morgan Stanley Investment Management December 2007 - Present
BlackRock October 1991 - January 2007
Merrill Lynch March 1985 - October 1991
Education
NYU Stern School of Business 1988 — 1990
MBA, Finance
SUNY Oswego 1980 — 1984
Finance
Katlyn Franciosa's Merrill Lynch Experience August 2007 - April 2008
Job Teaching Assistant at Lansingburgh Central School District
Industry Primary/Secondary Education
Experience
Lansingburgh Central School District November 2009 - Present
Childtime Learning Center May 2008 - November 2009
Merrill Lynch August 2007 - April 2008
Skills
PowerPoint, Microsoft Excel, Research, Spanish, Microsoft Word, Microsoft Office, Youth Mentoring, Data Analysis, Teaching, Outlook, Workshop Facilitation, Public Speaking, Spreadsheets, Critical Thinking, SPSS, File Management, Customer Service, Economics, Fundraising, Microsoft Money
Education
University at Albany 2007 — 2008
Master of Science (M.S.), Literacy
SUNY Oneonta 2003 — 2007
Bachelor of Science (BS), Childhood Education/ English
Lansingburgh Central School District November 2009 - Present
Childtime Learning Center May 2008 - November 2009
Merrill Lynch August 2007 - April 2008
Skills
PowerPoint, Microsoft Excel, Research, Spanish, Microsoft Word, Microsoft Office, Youth Mentoring, Data Analysis, Teaching, Outlook, Workshop Facilitation, Public Speaking, Spreadsheets, Critical Thinking, SPSS, File Management, Customer Service, Economics, Fundraising, Microsoft Money
Education
University at Albany 2007 — 2008
Master of Science (M.S.), Literacy
SUNY Oneonta 2003 — 2007
Bachelor of Science (BS), Childhood Education/ English
Bill Schlichting's Merrill Lynch Experience March 1983 - August 1985
Job Senior Systems Consultant at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 1985 - Present
Merrill Lynch March 1983 - August 1985
Skills
Business Analysis, Disaster Recovery, Vendor Management, Systems Analysis, IT Strategy, Compliance, Computer Systems..., Computer Software..., Business Continuity, Business Process..., Information Technology, Resource Management, Requirements Analysis, Process Improvement, Financial Services, Life Insurance, SDLC, Insurance, Retirement Planning, Financial Planning, Project Management, Investments, Fixed Annuities, Retirement, Mutual Funds
Education
SUNY Oswego 1977 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
New York Life Insurance Company August 1985 - Present
Merrill Lynch March 1983 - August 1985
Skills
Business Analysis, Disaster Recovery, Vendor Management, Systems Analysis, IT Strategy, Compliance, Computer Systems..., Computer Software..., Business Continuity, Business Process..., Information Technology, Resource Management, Requirements Analysis, Process Improvement, Financial Services, Life Insurance, SDLC, Insurance, Retirement Planning, Financial Planning, Project Management, Investments, Fixed Annuities, Retirement, Mutual Funds
Education
SUNY Oswego 1977 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Max DeMagistris's Merrill Lynch Experience September 2014 - February 2015
Job Quality Control Analyst at ASCAP
Industry
Jill Henebry's Merrill Lynch Experience April 2000 - December 2001
Job High School English Teacher at Newark High School
Industry Primary/Secondary Education
Experience
Newark High School September 2015 - Present
Delaware Academy of Public Safety & Security August 2013 - June 2015
Christina School District August 2011 - June 2013
Creative Financial Group August 2005 - November 2008
Merrill Lynch April 2000 - December 2001
Skills
Management, Leadership, Coaching, Project Management, Marketing, Customer Service, Social Media, Staff Development, Editing, Nonprofits
Education
Wilmington University 2008 — 2010
Master of Education (M.Ed.), School Counseling
University of Delaware 2002 — 2004
Bachelor of Arts (B.A.), Psychology
State University of New York College of Agriculture and Technology at Morrisville 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Journalism
Newark High School September 2015 - Present
Delaware Academy of Public Safety & Security August 2013 - June 2015
Christina School District August 2011 - June 2013
Creative Financial Group August 2005 - November 2008
Merrill Lynch April 2000 - December 2001
Skills
Management, Leadership, Coaching, Project Management, Marketing, Customer Service, Social Media, Staff Development, Editing, Nonprofits
Education
Wilmington University 2008 — 2010
Master of Education (M.Ed.), School Counseling
University of Delaware 2002 — 2004
Bachelor of Arts (B.A.), Psychology
State University of New York College of Agriculture and Technology at Morrisville 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Journalism
Edward Blasie's Merrill Lynch Experience 1991 - 1996
Job Vice President Treasury/Cash Management
Industry Commercial Real Estate
Experience
CW Financial Services LLC 1996 - Present
Merrill Lynch 1991 - 1996
Education
SUNY Oswego 1984 — 1988
Bachelor of Science (BS), Finance, General
CW Financial Services LLC 1996 - Present
Merrill Lynch 1991 - 1996
Education
SUNY Oswego 1984 — 1988
Bachelor of Science (BS), Finance, General
Nicholas Cioffi's Merrill Lynch Experience 1984 - 1989
Job Marketing Director and Principal at American Independent Securities Group, LLC
Industry Financial Services
Experience
American Independent Securities Group, LLC June 2011 - Present
Merrill Lynch 1984 - 1989
Education
State University of New York College at Plattsburgh 1976 — 1978
Bachelor's degree
Mount Union College 1974 — 1976
American Independent Securities Group, LLC June 2011 - Present
Merrill Lynch 1984 - 1989
Education
State University of New York College at Plattsburgh 1976 — 1978
Bachelor's degree
Mount Union College 1974 — 1976
William Luthin's Merrill Lynch Experience January 2006 - Present
Job CRPC
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Education
State University of New York College at Oneonta 2001 — 2005
Bachelor of Science (BS), Mass Communication/Media Studies
Merrill Lynch January 2006 - Present
Education
State University of New York College at Oneonta 2001 — 2005
Bachelor of Science (BS), Mass Communication/Media Studies
Kevin Caley's Merrill Lynch Experience November 2014 - Present
Job Market Data Analyst at Citco Fund Services
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Citco Fund Services January 2014 - October 2014
Merrill Lynch March 2012 - February 2014
Skills
Bloomberg, Derivatives, Fixed Income, Equities, Securities
Education
State University of New York College at Oswego
Merrill Lynch November 2014 - Present
Citco Fund Services January 2014 - October 2014
Merrill Lynch March 2012 - February 2014
Skills
Bloomberg, Derivatives, Fixed Income, Equities, Securities
Education
State University of New York College at Oswego
Richard Weed's Merrill Lynch Experience July 2003 - January 2006
Job Owner
Industry Financial Services
Experience
Self-employed July 2006 - Present
Merrill Lynch July 2003 - January 2006
Education
State University of New York College at Oswego
Self-employed July 2006 - Present
Merrill Lynch July 2003 - January 2006
Education
State University of New York College at Oswego
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank