Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Wally Henriquez Wally Henriquez's Merrill Lynch Experience August 2011 - January 2012
Job International Culinary Center
Industry Food & Beverages
Experience
BiscayneAmericas Advisor LLC September 2013 - August 2014
Hencorp June 2012 - August 2012
Merrill Lynch August 2011 - January 2012
Skills
Bloomberg, Valuation, Investment Banking, Derivatives, Capital Markets, Corporate Finance, Equity Research, Portfolio Management, Bloomberg Terminal, Financial Markets, Investments, Hedge Funds, Microsoft Word, Microsoft Excel, Organizational Skills, Computer Literacy, Research Abilities, Time Management Skills, Photography, Microsoft Office, Social Media, Spanish, Leadership, Customer Service, Public Speaking, Marketing, Event Planning, Analysis, Teamwork
Education
International Culinary Center 2014 — 2015
Classic Culinary arts
Stonehill College 2009 — 2013
Bachelor of Science in Business, Finance
Gulliver Preparatory 2005 — 2009
High school
BiscayneAmericas Advisor LLC September 2013 - August 2014
Hencorp June 2012 - August 2012
Merrill Lynch August 2011 - January 2012
Skills
Bloomberg, Valuation, Investment Banking, Derivatives, Capital Markets, Corporate Finance, Equity Research, Portfolio Management, Bloomberg Terminal, Financial Markets, Investments, Hedge Funds, Microsoft Word, Microsoft Excel, Organizational Skills, Computer Literacy, Research Abilities, Time Management Skills, Photography, Microsoft Office, Social Media, Spanish, Leadership, Customer Service, Public Speaking, Marketing, Event Planning, Analysis, Teamwork
Education
International Culinary Center 2014 — 2015
Classic Culinary arts
Stonehill College 2009 — 2013
Bachelor of Science in Business, Finance
Gulliver Preparatory 2005 — 2009
High school
Lamine Michel Savane Lamine Michel Savane's Merrill Lynch Experience July 1995 - June 1998
Job Special Advisor to President at Federation Senegalaise de BasketBall
Industry Sports
Experience
Federation Senegalaise de BasketBall July 2015 - Present
Aspire Football Dreams January 2007 - Present
Vision 21 Sports Consulting March 2005 - Present
Comité de Normalisation du Basket Sénégalais October 2013 - June 2015
U First Sports August 2003 - December 2011
Cellhire USA LLC May 1998 - July 2003
Cellhire USA LLC May 1999 - April 2001
Merrill Lynch July 1995 - June 1998
Skills
Leadership, Team Building, Teamwork, Team Management, Organizational Design, Organizational Structure, Asset Managment, Business Development, Sales Management, Relationship Management, Marketing Strategy, Event Management, Sales, Project Management, Management, Marketing, Sports, Strategic Planning, Event Planning, Coaching, Social Media, Public Relations
Education
SUNY Stony Brook 1991 — 1995
Bachelor of Arts (B.A.), Economics, Minor in Business
Ecole des Pupilles de l'Air 1989 — 1991
Baccalaureat, Serie D
Federation Senegalaise de BasketBall July 2015 - Present
Aspire Football Dreams January 2007 - Present
Vision 21 Sports Consulting March 2005 - Present
Comité de Normalisation du Basket Sénégalais October 2013 - June 2015
U First Sports August 2003 - December 2011
Cellhire USA LLC May 1998 - July 2003
Cellhire USA LLC May 1999 - April 2001
Merrill Lynch July 1995 - June 1998
Skills
Leadership, Team Building, Teamwork, Team Management, Organizational Design, Organizational Structure, Asset Managment, Business Development, Sales Management, Relationship Management, Marketing Strategy, Event Management, Sales, Project Management, Management, Marketing, Sports, Strategic Planning, Event Planning, Coaching, Social Media, Public Relations
Education
SUNY Stony Brook 1991 — 1995
Bachelor of Arts (B.A.), Economics, Minor in Business
Ecole des Pupilles de l'Air 1989 — 1991
Baccalaureat, Serie D
Dan Monaco Dan Monaco's Merrill Lynch Experience January 2005 - April 2005
Job MBA candidate seeking fulltime opportunities
Industry Internet
Experience
Spiceworks May 2015 - August 2015
Texas Venture Labs January 2015 - May 2015
Fidelity Investments April 2013 - June 2014
Fidelity Investments August 2006 - April 2013
Goldman Sachs June 2005 - August 2005
Market Basket November 1998 - June 2005
Merrill Lynch January 2005 - April 2005
Investors Bank and Trust June 2004 - August 2004
E.Cressey & Son May 1998 - August 1998
Skills
Fidelity Equity Analyst..., CFA Level II Candidate, BIA Interrogation..., Excel, Bloomberg, Factset, Haver, Street Events, Investing Books, Valuation, Microsoft Excel, Equities, Portfolio Management, Competitive Analysis, Strategy, Asset Management, Data Analysis, Equity Research, Financial Analysis, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Stonehill College 2002 — 2006
Bachelor of Science in Business Administration, Major: Finance Minor: Economics, Graduated cum laude with honors; 3.62 G.P.A.
Spiceworks May 2015 - August 2015
Texas Venture Labs January 2015 - May 2015
Fidelity Investments April 2013 - June 2014
Fidelity Investments August 2006 - April 2013
Goldman Sachs June 2005 - August 2005
Market Basket November 1998 - June 2005
Merrill Lynch January 2005 - April 2005
Investors Bank and Trust June 2004 - August 2004
E.Cressey & Son May 1998 - August 1998
Skills
Fidelity Equity Analyst..., CFA Level II Candidate, BIA Interrogation..., Excel, Bloomberg, Factset, Haver, Street Events, Investing Books, Valuation, Microsoft Excel, Equities, Portfolio Management, Competitive Analysis, Strategy, Asset Management, Data Analysis, Equity Research, Financial Analysis, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Stonehill College 2002 — 2006
Bachelor of Science in Business Administration, Major: Finance Minor: Economics, Graduated cum laude with honors; 3.62 G.P.A.
Patricia Norton ARPC Patricia Norton ARPC's Merrill Lynch Experience March 1986 - November 1999
Job Regional Sales Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2014 - Present
ADP June 2008 - June 2014
Transamerica September 2006 - August 2008
Transamerica 2006 - 2008
Merrill Lynch March 1986 - November 1999
Skills
Sales, Marketing,..., Customer Service, Series 7, Sales Presentations, Marketing, Cold Calling, Strategy, Training, Strategic Planning, New Business Development, Leadership, Human Resources, Sales Process, Salesforce.com, Employee Benefits, 401k, Sales, Management
Education
Richard Stockton College of New Jersey 1978 — 1983
Bachelor of Arts (B.A.), Bachelor of Arts
Katharine Gibbs 1984 — 1985
Excellerated Business School Study
Lincoln Financial Group June 2014 - Present
ADP June 2008 - June 2014
Transamerica September 2006 - August 2008
Transamerica 2006 - 2008
Merrill Lynch March 1986 - November 1999
Skills
Sales, Marketing,..., Customer Service, Series 7, Sales Presentations, Marketing, Cold Calling, Strategy, Training, Strategic Planning, New Business Development, Leadership, Human Resources, Sales Process, Salesforce.com, Employee Benefits, 401k, Sales, Management
Education
Richard Stockton College of New Jersey 1978 — 1983
Bachelor of Arts (B.A.), Bachelor of Arts
Katharine Gibbs 1984 — 1985
Excellerated Business School Study
Jacqueline Durand Jacqueline Durand's Merrill Lynch Experience June 2014 - December 2014
Job Analyst for SCIFI Herlihy Opportunity Fund
Industry Financial Services
Experience
SCIFI Herlihy Opportunity Fund May 2015 - Present
Stonehill College February 2014 - Present
Brown Brothers Harriman June 2015 - August 2015
Merrill Lynch June 2014 - December 2014
Stonehill College: CWAA September 2013 - December 2013
Canobie Lake Park June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Leadership, Teamwork, Microsoft Excel, Public Speaking, Microsoft Word, Event Planning, Social Networking, Customer Service, English, Windows, Outlook
Education
Stonehill College 2012 — 2016
Bachelor of Science in Business Administration, Finance
Bedford High School 2008 — 2012
SCIFI Herlihy Opportunity Fund May 2015 - Present
Stonehill College February 2014 - Present
Brown Brothers Harriman June 2015 - August 2015
Merrill Lynch June 2014 - December 2014
Stonehill College: CWAA September 2013 - December 2013
Canobie Lake Park June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Leadership, Teamwork, Microsoft Excel, Public Speaking, Microsoft Word, Event Planning, Social Networking, Customer Service, English, Windows, Outlook
Education
Stonehill College 2012 — 2016
Bachelor of Science in Business Administration, Finance
Bedford High School 2008 — 2012
Frederick Pickering, CFA Frederick Pickering, CFA's Merrill Lynch Experience January 2010 - March 2010
Job Research Analyst, Managed Accounts
Industry Financial Services
Experience
Cerulli Associates January 2015 - Present
Cerulli Associates May 2012 - December 2014
Cerulli Associates April 2011 - May 2012
Fidelity Investments June 2010 - September 2010
Harvard University June 2010 - August 2010
Stonehill College July 2009 - May 2010
Stonehill College October 2008 - May 2010
Merrill Lynch January 2010 - March 2010
UBS Wealth Management June 2008 - August 2008
Skills
Bloomberg Terminal, Statistics, Research, Economics, Wealth Management, Market Research, Investments, Microsoft Office, Econometrics, Portfolio Management, Stata, Linear Regression, R, Tableau, MySQL
Education
Stonehill College 2006 — 2010
Bachelors of Science in Business Administration, Finance, Economics
Portsmouth High
Cerulli Associates January 2015 - Present
Cerulli Associates May 2012 - December 2014
Cerulli Associates April 2011 - May 2012
Fidelity Investments June 2010 - September 2010
Harvard University June 2010 - August 2010
Stonehill College July 2009 - May 2010
Stonehill College October 2008 - May 2010
Merrill Lynch January 2010 - March 2010
UBS Wealth Management June 2008 - August 2008
Skills
Bloomberg Terminal, Statistics, Research, Economics, Wealth Management, Market Research, Investments, Microsoft Office, Econometrics, Portfolio Management, Stata, Linear Regression, R, Tableau, MySQL
Education
Stonehill College 2006 — 2010
Bachelors of Science in Business Administration, Finance, Economics
Portsmouth High
Flamin Thomas Flamin Thomas's Merrill Lynch Experience January 2002 - September 2003
Job International Assignment, Expatriate Tax, Global Mobility, and Compensation Consulting Services
Industry Accounting
Experience
McGladrey March 2013 - Present
PwC December 2011 - February 2013
PwC July 2011 - February 2013
PwC July 2010 - February 2013
PwC January 2005 - December 2011
Mid-Atlantic Business Group, LLC May 2007 - December 2008
Fidelity Investments September 2003 - January 2005
Merrill Lynch January 2002 - September 2003
Skills
IRS Enrolled Agent (EA), Valuation, Real Estate Agent,..., Equities, VBA, Corporate Finance, Economics, Strategic Financial..., Accounting, Tax, Expatriate Tax, International Tax, Investments, Transfer Pricing, Tax Accounting, Corporate Tax, Big 4, Income Tax, Tax Advisory, Financial Reporting, CPA, Internal Controls, Tax Returns, Partnership Taxation, Auditing, US GAAP, Tax Research
Education
Stony Brook University 1997 — 2001
Bachelor of Arts (B.A.), Economics / Business Management
McGladrey March 2013 - Present
PwC December 2011 - February 2013
PwC July 2011 - February 2013
PwC July 2010 - February 2013
PwC January 2005 - December 2011
Mid-Atlantic Business Group, LLC May 2007 - December 2008
Fidelity Investments September 2003 - January 2005
Merrill Lynch January 2002 - September 2003
Skills
IRS Enrolled Agent (EA), Valuation, Real Estate Agent,..., Equities, VBA, Corporate Finance, Economics, Strategic Financial..., Accounting, Tax, Expatriate Tax, International Tax, Investments, Transfer Pricing, Tax Accounting, Corporate Tax, Big 4, Income Tax, Tax Advisory, Financial Reporting, CPA, Internal Controls, Tax Returns, Partnership Taxation, Auditing, US GAAP, Tax Research
Education
Stony Brook University 1997 — 2001
Bachelor of Arts (B.A.), Economics / Business Management
Nicholas Vardaro, Series 7 & 66 Nicholas Vardaro, Series 7 & 66's Merrill Lynch Experience August 2013 - Present
Job Investment Advisory Product Specialist
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
BNP Paribas August 2012 - August 2013
Xcitex May 2011 - September 2012
Union Bank of Switzerland January 2011 - May 2011
Xcitex May 2010 - August 2010
Amico Electric Inc May 2007 - August 2010
Skills
Bloomberg, Analysis, Data Analysis, Business Analysis, Excel, Reporting & Analysis, Business Development, Strategic Planning, Analytics, Essbase, SAP, Visual Basic, SQL, Variance Analysis, Data Mining, Microsoft Office, Strategy, Series 7, Series 66, Marketing, Accounting, Microsoft Excel
Education
Stonehill College 2007 — 2011
Bachelor's Degree, Finance, Economics
Suffolk University Madrid 2010 — 2010
Study Abroad Semester, Finance, Economics
Austin Preparatory School 2001 — 2007
Merrill Lynch August 2013 - Present
BNP Paribas August 2012 - August 2013
Xcitex May 2011 - September 2012
Union Bank of Switzerland January 2011 - May 2011
Xcitex May 2010 - August 2010
Amico Electric Inc May 2007 - August 2010
Skills
Bloomberg, Analysis, Data Analysis, Business Analysis, Excel, Reporting & Analysis, Business Development, Strategic Planning, Analytics, Essbase, SAP, Visual Basic, SQL, Variance Analysis, Data Mining, Microsoft Office, Strategy, Series 7, Series 66, Marketing, Accounting, Microsoft Excel
Education
Stonehill College 2007 — 2011
Bachelor's Degree, Finance, Economics
Suffolk University Madrid 2010 — 2010
Study Abroad Semester, Finance, Economics
Austin Preparatory School 2001 — 2007
Barry Hayes's Merrill Lynch Experience September 1984 - September 1990
Job RETIRED
Industry Information Technology and Services
Experience
at home August 2011 - Present
JPMorgan Chase December 1996 - July 2011
Consultant September 1996 - December 1996
Citibank June 1994 - September 1996
Practicing Law Institute March 1993 - June 1994
Consultant June 1991 - March 1993
Fox-Pitt, Kelton September 1990 - June 1991
Merrill Lynch September 1984 - September 1990
Russell & Company October 1982 - August 1984
Skills
Vendor Management, Business Continuity, Asset Managment, Incident Management, Disaster Recovery, Service Delivery, IT Management, IT Operations, Business Analysis, Program Management, IT Strategy, Process Improvement, ITIL, Hardware, Active Directory, Networking, XP, Servers, Asset Management, Integration, System Administration, Management, Technical Support, Help Desk Support, System Deployment, Training, Infrastructure, Visio, Windows, Access, Databases, Software Documentation, Testing, Software Installation, Security, Data Center, Outsourcing, HP, Leadership, WAN, IT Service Management, PMO, Enterprise Architecture, Information Technology, Project Portfolio..., PMP, Windows XP, Operating Systems, Project Delivery, SLA
Education
State University of New York at Stony Brook 1973 — 1975
B.S, Psychology
at home August 2011 - Present
JPMorgan Chase December 1996 - July 2011
Consultant September 1996 - December 1996
Citibank June 1994 - September 1996
Practicing Law Institute March 1993 - June 1994
Consultant June 1991 - March 1993
Fox-Pitt, Kelton September 1990 - June 1991
Merrill Lynch September 1984 - September 1990
Russell & Company October 1982 - August 1984
Skills
Vendor Management, Business Continuity, Asset Managment, Incident Management, Disaster Recovery, Service Delivery, IT Management, IT Operations, Business Analysis, Program Management, IT Strategy, Process Improvement, ITIL, Hardware, Active Directory, Networking, XP, Servers, Asset Management, Integration, System Administration, Management, Technical Support, Help Desk Support, System Deployment, Training, Infrastructure, Visio, Windows, Access, Databases, Software Documentation, Testing, Software Installation, Security, Data Center, Outsourcing, HP, Leadership, WAN, IT Service Management, PMO, Enterprise Architecture, Information Technology, Project Portfolio..., PMP, Windows XP, Operating Systems, Project Delivery, SLA
Education
State University of New York at Stony Brook 1973 — 1975
B.S, Psychology
Christopher Giannetto's Merrill Lynch Experience June 2011 - August 2011
Job Consultant at Capco
Industry Financial Services
Experience
Capco April 2014 - Present
Capco January 2013 - April 2014
Merrill Lynch June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Merrill Lynch July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Stocks, Account Management, Series 63, Series 65, Fast Learner, Research, Series 3, Options, Microsoft Visio
Education
SUNY Stony Brook 2008 — 2012
Bachelor of Science (BS), Information Technology, Economics, Concentration GPA: 3.3 & Cumulative GPA: 3.1
Capco April 2014 - Present
Capco January 2013 - April 2014
Merrill Lynch June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Merrill Lynch July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Stocks, Account Management, Series 63, Series 65, Fast Learner, Research, Series 3, Options, Microsoft Visio
Education
SUNY Stony Brook 2008 — 2012
Bachelor of Science (BS), Information Technology, Economics, Concentration GPA: 3.3 & Cumulative GPA: 3.1
Frank Wander Frank Wander's Merrill Lynch Experience 1982 - 1997
Job Transformation Expert, Author, former CIO | Helps Clients Build Collaborative, Engaged Cultures | Doubles Workforce ROI
Industry Financial Services
Experience
PeopleProductive.com March 2014 - Present
IT Excellence Institute February 2012 - March 2014
Guardian Life Insurance Company of America December 2006 - February 2012
Guardian Life Insurance Company of America April 2006 - December 2006
The Harry Fox Agency July 2003 - April 2006
BusinessEdge Solutions 2002 - 2003
Group Intelligence.com 2000 - 2001
Prudential 1997 - 2000
Merrill Lynch 1982 - 1997
Skills
Information Security, Business Relationship..., Professional Services, Systems Analysis, Metrics, Management, Enterprise Software, Emerging Technologies, Contract Negotiation, Strategy, SharePoint, Re-engineering, Quality Assurance, Data Modeling, Agile Methodologies, Insurance, IT Service Management, Product Management, Agile Project Management, Data Architecture, Oracle, Finance, SOA, Acquisition Integration, Master Data Management, Business Process, Software Development, Start-ups, ERP, Cognos, Databases, Technology Management, Analysis, Resource Management, Account Management, Business Architecture, Data Analysis, SaaS, Salesforce.com, Relationship Management, IT Strategy, Vendor Management, IT Management, Program Management, SDLC, Enterprise Architecture, Organizational..., PMO, Human Factors, Leadership
Education
Stony Brook University
Bachelor of Science (B.S.), Biology
Horace Greeley High School
PeopleProductive.com March 2014 - Present
IT Excellence Institute February 2012 - March 2014
Guardian Life Insurance Company of America December 2006 - February 2012
Guardian Life Insurance Company of America April 2006 - December 2006
The Harry Fox Agency July 2003 - April 2006
BusinessEdge Solutions 2002 - 2003
Group Intelligence.com 2000 - 2001
Prudential 1997 - 2000
Merrill Lynch 1982 - 1997
Skills
Information Security, Business Relationship..., Professional Services, Systems Analysis, Metrics, Management, Enterprise Software, Emerging Technologies, Contract Negotiation, Strategy, SharePoint, Re-engineering, Quality Assurance, Data Modeling, Agile Methodologies, Insurance, IT Service Management, Product Management, Agile Project Management, Data Architecture, Oracle, Finance, SOA, Acquisition Integration, Master Data Management, Business Process, Software Development, Start-ups, ERP, Cognos, Databases, Technology Management, Analysis, Resource Management, Account Management, Business Architecture, Data Analysis, SaaS, Salesforce.com, Relationship Management, IT Strategy, Vendor Management, IT Management, Program Management, SDLC, Enterprise Architecture, Organizational..., PMO, Human Factors, Leadership
Education
Stony Brook University
Bachelor of Science (B.S.), Biology
Horace Greeley High School
Robert N. Taylor, Jr Robert N. Taylor, Jr's Merrill Lynch Experience April 2003 - May 2005
Job Vice President
Industry Financial Services
Experience
BlackRock Financial Management November 2007 - Present
BlackRock May 2005 - November 2007
Merrill Lynch April 2003 - May 2005
Skills
Financial Analysis, Six Sigma, Equities, Fixed Income, Mutual Funds, Derivatives, Project Management, Corporate Actions, Client Reporting, Trade Support, Process Improvement, Securities, Bloomberg
Education
Richard Stockton College of New Jersey
Bachelor's Degree, Accounting
BlackRock Financial Management November 2007 - Present
BlackRock May 2005 - November 2007
Merrill Lynch April 2003 - May 2005
Skills
Financial Analysis, Six Sigma, Equities, Fixed Income, Mutual Funds, Derivatives, Project Management, Corporate Actions, Client Reporting, Trade Support, Process Improvement, Securities, Bloomberg
Education
Richard Stockton College of New Jersey
Bachelor's Degree, Accounting
Jason Whittier Jason Whittier's Merrill Lynch Experience March 2013 - Present
Job Financial Advisor at Merill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2013 - Present
Sovereign Bank July 2010 - March 2013
Northwestern Mutual 2009 - 2010
Skills
Portfolio Management, Banking, Insurance, Finance, Financial Services, Loans, Credit, Credit Analysis, Mortgage Lending, Financial Analysis, Retail Banking, Consumer Lending, Investments, Credit Risk, Loan Origination
Education
University of Massachusetts, Amherst 2007 — 2010
Bachelor's degree, Economics
Stonehill College 2006 — 2007
Business
Waltham High School
Merrill Lynch March 2013 - Present
Sovereign Bank July 2010 - March 2013
Northwestern Mutual 2009 - 2010
Skills
Portfolio Management, Banking, Insurance, Finance, Financial Services, Loans, Credit, Credit Analysis, Mortgage Lending, Financial Analysis, Retail Banking, Consumer Lending, Investments, Credit Risk, Loan Origination
Education
University of Massachusetts, Amherst 2007 — 2010
Bachelor's degree, Economics
Stonehill College 2006 — 2007
Business
Waltham High School
Francis Maus Francis Maus's Merrill Lynch Experience April 1981 - October 1985
Job Managing Director, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan October 1985 - February 2013
Merrill Lynch April 1981 - October 1985
Skills
Investments
Education
Stonehill College 1975 — 1979
Bachelor of Science (B.S.), Business Administration
St. Thomas Aquinas HS 1971 — 1975
Raymond James February 2013 - Present
Morgan Keegan October 1985 - February 2013
Merrill Lynch April 1981 - October 1985
Skills
Investments
Education
Stonehill College 1975 — 1979
Bachelor of Science (B.S.), Business Administration
St. Thomas Aquinas HS 1971 — 1975
Hugh Alvarado Hugh Alvarado's Merrill Lynch Experience August 2011 - January 2014
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Deutsche Bank October 2014 - June 2015
Bank of America Merrill Lynch January 2011 - October 2014
Merrill Lynch August 2011 - January 2014
Merrill Lynch June 2010 - August 2011
Skills
Middle Office, Fixed Income, Equities, Securities, Prime Brokerage, Back Office, Project Management, Agile Project Management, Youth Mentoring, Peer Mentoring, MS Project, Visio, OMGEO CTM, Microsoft Excel, PowerPoint, Business Analysis, Business Requirements, Requirements Gathering, SharePoint, Access, Process Improvement, Agile Methodologies, User Acceptance Testing, Software Project..., Analysis, Financial Services, PMO, Reference Data, Settlement, Securities Lending
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
MBA Candidate, Finance and Corporate Strategy
SUNY Stony Brook 2006 — 2010
Bachelor's degree, Economics
Goldman Sachs June 2015 - Present
Deutsche Bank October 2014 - June 2015
Bank of America Merrill Lynch January 2011 - October 2014
Merrill Lynch August 2011 - January 2014
Merrill Lynch June 2010 - August 2011
Skills
Middle Office, Fixed Income, Equities, Securities, Prime Brokerage, Back Office, Project Management, Agile Project Management, Youth Mentoring, Peer Mentoring, MS Project, Visio, OMGEO CTM, Microsoft Excel, PowerPoint, Business Analysis, Business Requirements, Requirements Gathering, SharePoint, Access, Process Improvement, Agile Methodologies, User Acceptance Testing, Software Project..., Analysis, Financial Services, PMO, Reference Data, Settlement, Securities Lending
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
MBA Candidate, Finance and Corporate Strategy
SUNY Stony Brook 2006 — 2010
Bachelor's degree, Economics
Gerry Moscaritolo Gerry Moscaritolo's Merrill Lynch Experience 2005 - 2007
Job Head of Experienced Hire Recruiting at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2015 - Present
Fidelity Investments April 2007 - January 2015
Merrill Lynch 2005 - 2007
AccountPros 1997 - 2005
Skills
Series 7, Series 63, Mutual Funds, Investments, Financial Services, Talent Acquisition, Recruiting, Executive Search, 401k, Alternative Investments, Investment Management, Wealth Management, Talent Management, Asset Allocation, Asset Managment, Technical Recruiting, Sourcing, Employee Benefits, Hedge Funds, Insurance
Education
Stonehill College 1992 — 1996
Bachelor of Arts, Liberal Arts/Communication
Dimensional Fund Advisors January 2015 - Present
Fidelity Investments April 2007 - January 2015
Merrill Lynch 2005 - 2007
AccountPros 1997 - 2005
Skills
Series 7, Series 63, Mutual Funds, Investments, Financial Services, Talent Acquisition, Recruiting, Executive Search, 401k, Alternative Investments, Investment Management, Wealth Management, Talent Management, Asset Allocation, Asset Managment, Technical Recruiting, Sourcing, Employee Benefits, Hedge Funds, Insurance
Education
Stonehill College 1992 — 1996
Bachelor of Arts, Liberal Arts/Communication
Tyler Jackson Tyler Jackson's Merrill Lynch Experience May 2010 - August 2010
Job Broker Executive at AmeriHealth Insurance Co of NJ
Industry Insurance
Experience
AmeriHealth Insurance Co of NJ October 2014 - Present
AmeriHealth Insurance Co of NJ April 2013 - September 2014
Merrill Lynch May 2010 - August 2010
Skills
Bloomberg, Financial Markets, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Marketing
Education
Stonehill College 2008 — 2012
B.S.B.A., Finance, Economics
Christian Brothers Academy 2004 — 2008
AmeriHealth Insurance Co of NJ October 2014 - Present
AmeriHealth Insurance Co of NJ April 2013 - September 2014
Merrill Lynch May 2010 - August 2010
Skills
Bloomberg, Financial Markets, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Marketing
Education
Stonehill College 2008 — 2012
B.S.B.A., Finance, Economics
Christian Brothers Academy 2004 — 2008
Jack Pollock Jack Pollock's Merrill Lynch Experience October 1981 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1981 - Present
Skills
401k Rollovers, Uniform Combined State..., Wealth Management, Series 7, Retirement Planning, Estate Planning, 401k, Alternative Investments, Asset Allocation, Asset Management, Finance, Financial Advisory, Financial Services, High Net Worth..., IRAs, Insurance, Investments, Mutual Funds, Options, Portfolio Management, Retirement, Securities, Series 63, Strategic Financial..., Wealth
Education
Stonehill College 1972 — 1976
Bachelor of Arts (B.A.), Economics
Merrill Lynch October 1981 - Present
Skills
401k Rollovers, Uniform Combined State..., Wealth Management, Series 7, Retirement Planning, Estate Planning, 401k, Alternative Investments, Asset Allocation, Asset Management, Finance, Financial Advisory, Financial Services, High Net Worth..., IRAs, Insurance, Investments, Mutual Funds, Options, Portfolio Management, Retirement, Securities, Series 63, Strategic Financial..., Wealth
Education
Stonehill College 1972 — 1976
Bachelor of Arts (B.A.), Economics
Ivy H Menchel, CFP®, CDFA™* Ivy H Menchel, CFP®, CDFA™*'s Merrill Lynch Experience August 1993 - November 1998
Job Family Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting February 2005 - Present
JPMorgan Chase June 2003 - November 2004
Morgan Stanley November 1998 - June 2003
Merrill Lynch August 1993 - November 1998
Skills
Estate Planning, Retirement, Insurance, Investments, Succession Planning, Entertainment, Sports, Legacy Systems, Financial Planners, Wealth, Financial Services, Personal Finance, Finance
Education
NYU Stern School of Business 2001 — 2003
CFP
SUNY Stony Brook 1977 — 1981
BA, Psychology
Sagemark Consulting February 2005 - Present
JPMorgan Chase June 2003 - November 2004
Morgan Stanley November 1998 - June 2003
Merrill Lynch August 1993 - November 1998
Skills
Estate Planning, Retirement, Insurance, Investments, Succession Planning, Entertainment, Sports, Legacy Systems, Financial Planners, Wealth, Financial Services, Personal Finance, Finance
Education
NYU Stern School of Business 2001 — 2003
CFP
SUNY Stony Brook 1977 — 1981
BA, Psychology
James Friscia James Friscia's Merrill Lynch Experience 2008 - 2009
Job Director at Bank of America Merrill Lynch, Business Manager, CAO/COO
Industry Financial Services
Experience
Bank of America Merrill Lynch 2010 - Present
Bank of America Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2001 - 2008
Merrill Lynch 1982 - 2001
Skills
Management, Financial Reporting, Financial Services, Six Sigma, Fixed Income, Equities, Capital Markets, Project Management, Investment Banking, Strategic Planning, Asset Management, Wealth Management, Alternative Investments, Securities, Investments, Business Process..., Process Engineering, Forecasting, Business Strategy, Communication, Logistics, Process Improvement, Leadership, Postal Optimization
Education
SUNY Stony Brook
Bachelors, Economics
Berner High School
Bank of America Merrill Lynch 2010 - Present
Bank of America Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2001 - 2008
Merrill Lynch 1982 - 2001
Skills
Management, Financial Reporting, Financial Services, Six Sigma, Fixed Income, Equities, Capital Markets, Project Management, Investment Banking, Strategic Planning, Asset Management, Wealth Management, Alternative Investments, Securities, Investments, Business Process..., Process Engineering, Forecasting, Business Strategy, Communication, Logistics, Process Improvement, Leadership, Postal Optimization
Education
SUNY Stony Brook
Bachelors, Economics
Berner High School
Daniel Nina Daniel Nina's Merrill Lynch Experience 2007 - 2009
Job Internal Wholesaler at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2014 - Present
Legg Mason January 2012 - July 2014
Merrill Lynch 2007 - 2009
Goldman Sachs 2001 - 2007
Skills
Asset Allocation, Asset Management, Mutual Funds, Series 7, Series 63, Investments, Alternative Investments, Equities, Fixed Income, Securities, Wealth Management, Financial Services, Investment Strategies, Retirement, Retirement Planning, Separately Managed..., Hedge Funds
Education
Stony Brook University 1995 — 1999
Bachelor's degree, Economics
Legg Mason July 2014 - Present
Legg Mason January 2012 - July 2014
Merrill Lynch 2007 - 2009
Goldman Sachs 2001 - 2007
Skills
Asset Allocation, Asset Management, Mutual Funds, Series 7, Series 63, Investments, Alternative Investments, Equities, Fixed Income, Securities, Wealth Management, Financial Services, Investment Strategies, Retirement, Retirement Planning, Separately Managed..., Hedge Funds
Education
Stony Brook University 1995 — 1999
Bachelor's degree, Economics
Rose Zollner Rose Zollner's Merrill Lynch Experience June 2015 - Present
Job Resource Support Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch January 2013 - June 2015
Origami Owl August 2013 - March 2014
TD Bank Group May 2008 - January 2013
Richard Stockton College September 2007 - May 2010
Skills
Banking, Retail Banking, Credit, Loans, Consumer Lending, Financial Analysis, Lines Of Credit, Credit Risk, Cash Management, Cross Selling, Deposits, Finance, Investments
Education
Georgian Court University 2013 — 2013
Master of Business Administration (MBA)
Richard Stockton College of New Jersey 2007 — 2012
Bachelor of Business Administration (BBA), Finance
Merrill Lynch June 2015 - Present
Merrill Lynch January 2013 - June 2015
Origami Owl August 2013 - March 2014
TD Bank Group May 2008 - January 2013
Richard Stockton College September 2007 - May 2010
Skills
Banking, Retail Banking, Credit, Loans, Consumer Lending, Financial Analysis, Lines Of Credit, Credit Risk, Cash Management, Cross Selling, Deposits, Finance, Investments
Education
Georgian Court University 2013 — 2013
Master of Business Administration (MBA)
Richard Stockton College of New Jersey 2007 — 2012
Bachelor of Business Administration (BBA), Finance
Claudia Carlson Claudia Carlson's Merrill Lynch Experience January 2000 - January 2001
Job Senior Graphic Designer at American Friends of Magen David Adom
Industry Publishing
Experience
American Friends of Magen David Adom 2011 - Present
Claudia Graphics September 2008 - Present
Adventure House Communications Group September 2007 - September 2008
Oxford University Press 2001 - September 2007
Rosen Publishing March 2001 - July 2001
Merrill Lynch January 2000 - January 2001
Skills
Art Direction, Illustration, Illustrator, Book Design, Adobe Creative Suite, Layout, Graphics, Books, Publishing, Web Design, Art, Brochures, Logo Design, Posters, Packaging, Advertising, Adobe Acrobat, Publications
Education
Stony Brook University 1974 — 1979
BA, English, Art History
Ward Melville High 1972 — 1974
highschool
American Friends of Magen David Adom 2011 - Present
Claudia Graphics September 2008 - Present
Adventure House Communications Group September 2007 - September 2008
Oxford University Press 2001 - September 2007
Rosen Publishing March 2001 - July 2001
Merrill Lynch January 2000 - January 2001
Skills
Art Direction, Illustration, Illustrator, Book Design, Adobe Creative Suite, Layout, Graphics, Books, Publishing, Web Design, Art, Brochures, Logo Design, Posters, Packaging, Advertising, Adobe Acrobat, Publications
Education
Stony Brook University 1974 — 1979
BA, English, Art History
Ward Melville High 1972 — 1974
highschool
Adrienne Esposito Adrienne Esposito's Merrill Lynch Experience May 2012 - August 2012
Job Student at State University of New York at Stony Brook
Industry Financial Services
Experience
Merrill Lynch May 2012 - August 2012
Skills
Critical Thinking, Online Research, History, English grammar, Foreign Languages, Intercultural..., Report Writing, Creative Writing, Proofreading, Acting, Dance, Singing
Education
Stony Brook University 2012 — 2016
Bachelor’s Degree, Linguistics
The George Washington University
Merrill Lynch May 2012 - August 2012
Skills
Critical Thinking, Online Research, History, English grammar, Foreign Languages, Intercultural..., Report Writing, Creative Writing, Proofreading, Acting, Dance, Singing
Education
Stony Brook University 2012 — 2016
Bachelor’s Degree, Linguistics
The George Washington University
Chris Hu's Merrill Lynch Experience April 2002 - May 2003
Job AREA RETAIL SALES MANAGER at AT&T MOBILITY
Industry Telecommunications
Experience
AT&T Mobility November 2014 - Present
AT&T Mobility August 2013 - November 2014
PC Richard & Son March 2003 - August 2013
Merrill Lynch April 2002 - May 2003
Skills
Sales Management, Leadership, Analytical Skills, Coaching, Store Operations, Store Management, Profit, Merchandising, Diligent, Quick Study, Persistency, Mentoring, Training, Employee Training, Inventory Management, Hiring, Multi-Unit, Customer Experience, Customer Satisfaction
Education
Stony Brook University 2000 — 2005
Bachelor's degree, Business Economics
AT&T Mobility November 2014 - Present
AT&T Mobility August 2013 - November 2014
PC Richard & Son March 2003 - August 2013
Merrill Lynch April 2002 - May 2003
Skills
Sales Management, Leadership, Analytical Skills, Coaching, Store Operations, Store Management, Profit, Merchandising, Diligent, Quick Study, Persistency, Mentoring, Training, Employee Training, Inventory Management, Hiring, Multi-Unit, Customer Experience, Customer Satisfaction
Education
Stony Brook University 2000 — 2005
Bachelor's degree, Business Economics
Ashley Cruz Ashley Cruz's Merrill Lynch Experience May 2006 - September 2007
Job Well versed in marketing, analytical research, development and technology in corporate and nonprofit.
Industry International Affairs
Experience
Barquin International September 2015 - Present
Sub-contracted Market Research Analyst / Freelancer October 2014 - Present
Cotton Council International August 2014 - September 2015
Foreign Government October 2010 - April 2014
Alliance for Lupus Research January 2010 - July 2010
The Fund for Public Interest Research May 2007 - December 2009
Merrill Lynch May 2006 - September 2007
Stony Brook University February 2006 - May 2007
Skills
77 w.p.m. typing speed, Bilingual-Spanish, Windows XP-7, MS Office Suite, Wizmenu, HTML, LexisNexis, Database Management, Open Office, Lotus Notes, DropBox, Proviso, OneReport, Convio, PeopleSoft, Copywriting, Social Networking, Research, Report Writing, Web Content Management, Print Content..., Highly detail oriented, Microsoft Office, Public Speaking, Community Outreach, Database Admin, Fundraising, Nonprofits, Program Development, Government, Marketing, Grant Writing, Volunteer Management, Public Policy, Event Planning, International Relations, Policy Analysis, Strategic Communications, Politics, Press Releases, Qualitative Research, Editing, Social Media, Public Relations, Event Management, Copy Editing, Data Analysis, Management, Creative Writing, Program Evaluation
Education
State University of New York at Stony Brook
B.A. Political Science, International Public Policy/Public Policy
Barquin International September 2015 - Present
Sub-contracted Market Research Analyst / Freelancer October 2014 - Present
Cotton Council International August 2014 - September 2015
Foreign Government October 2010 - April 2014
Alliance for Lupus Research January 2010 - July 2010
The Fund for Public Interest Research May 2007 - December 2009
Merrill Lynch May 2006 - September 2007
Stony Brook University February 2006 - May 2007
Skills
77 w.p.m. typing speed, Bilingual-Spanish, Windows XP-7, MS Office Suite, Wizmenu, HTML, LexisNexis, Database Management, Open Office, Lotus Notes, DropBox, Proviso, OneReport, Convio, PeopleSoft, Copywriting, Social Networking, Research, Report Writing, Web Content Management, Print Content..., Highly detail oriented, Microsoft Office, Public Speaking, Community Outreach, Database Admin, Fundraising, Nonprofits, Program Development, Government, Marketing, Grant Writing, Volunteer Management, Public Policy, Event Planning, International Relations, Policy Analysis, Strategic Communications, Politics, Press Releases, Qualitative Research, Editing, Social Media, Public Relations, Event Management, Copy Editing, Data Analysis, Management, Creative Writing, Program Evaluation
Education
State University of New York at Stony Brook
B.A. Political Science, International Public Policy/Public Policy
Kok (K.S.) Wong Kok (K.S.) Wong's Merrill Lynch Experience 1998 - 2001
Job Experienced IT Architect & Project Management
Industry Information Technology and Services
Experience
Alert Ambulance 2010 - Present
Kingston Flower Company 2002 - Present
Merrill Lynch 1998 - 2001
Salomon Brothers 1996 - 1997
Fannie Mae 1991 - 1996
IBM 1983 - 1990
ATI 1986 - 1988
Skills
SQL, Databases, Multithreading, Unix, Shell Scripting, Operating Systems, Scripting, Visual Studio, Perl, Software Development, C#, OOP, Java, Software Design, XML, CGI, T-SQL, .NET, Linux, Microsoft SQL Server, AJAX, Apache, JavaScript, Solaris, C, Programming, System Administration, Networking, Unix Shell Scripting
Education
SUNY Stony Brook 1982 — 1983
M.S., Computer Science
University of Wisconsin-Madison 1979 — 1981
B.S., Computer Science & Mathematics
Alert Ambulance 2010 - Present
Kingston Flower Company 2002 - Present
Merrill Lynch 1998 - 2001
Salomon Brothers 1996 - 1997
Fannie Mae 1991 - 1996
IBM 1983 - 1990
ATI 1986 - 1988
Skills
SQL, Databases, Multithreading, Unix, Shell Scripting, Operating Systems, Scripting, Visual Studio, Perl, Software Development, C#, OOP, Java, Software Design, XML, CGI, T-SQL, .NET, Linux, Microsoft SQL Server, AJAX, Apache, JavaScript, Solaris, C, Programming, System Administration, Networking, Unix Shell Scripting
Education
SUNY Stony Brook 1982 — 1983
M.S., Computer Science
University of Wisconsin-Madison 1979 — 1981
B.S., Computer Science & Mathematics
Douglas Osier Jr., MBA Douglas Osier Jr., MBA's Merrill Lynch Experience January 2011 - May 2011
Job Decision Support Analyst
Industry Hospital & Health Care
Experience
Home & Hospice Care of Rhode Island May 2015 - Present
Summer Infant April 2014 - May 2015
Johnson & Wales University October 2012 - April 2014
Franklin Pierce University July 2011 - October 2012
Merrill Lynch January 2011 - May 2011
Stonehill College August 2010 - May 2011
Stonehill College August 2008 - May 2011
Stonehill College NYC Externship Program February 2011 - March 2011
Stonehill College Center of Performance Management May 2010 - February 2011
Citizens Bank May 2009 - August 2010
Skills
Bloomberg Terminal, Mediation, Writing, Mentoring, Social Media, Problem Solving, Advertising, Residence Life, Event Planning, Event Management, Staff Supervision, Teamwork, Team Building, Team Management, Coaching, Financial Analysis, Strategic Planning, Cooking, Singing, Strategy, Time Management, Microsoft Word, PowerPoint, Microsoft Excel
Education
Franklin Pierce University 2011 — 2013
MBA, Leadership
Stonehill College 2007 — 2011
Bachelor of Science, Major: Finance, Minor: Economics
Dennis Yarmouth Regional High School 2003 — 2007
Home & Hospice Care of Rhode Island May 2015 - Present
Summer Infant April 2014 - May 2015
Johnson & Wales University October 2012 - April 2014
Franklin Pierce University July 2011 - October 2012
Merrill Lynch January 2011 - May 2011
Stonehill College August 2010 - May 2011
Stonehill College August 2008 - May 2011
Stonehill College NYC Externship Program February 2011 - March 2011
Stonehill College Center of Performance Management May 2010 - February 2011
Citizens Bank May 2009 - August 2010
Skills
Bloomberg Terminal, Mediation, Writing, Mentoring, Social Media, Problem Solving, Advertising, Residence Life, Event Planning, Event Management, Staff Supervision, Teamwork, Team Building, Team Management, Coaching, Financial Analysis, Strategic Planning, Cooking, Singing, Strategy, Time Management, Microsoft Word, PowerPoint, Microsoft Excel
Education
Franklin Pierce University 2011 — 2013
MBA, Leadership
Stonehill College 2007 — 2011
Bachelor of Science, Major: Finance, Minor: Economics
Dennis Yarmouth Regional High School 2003 — 2007
Edward Sandfort Edward Sandfort's Merrill Lynch Experience September 1997 - July 2000
Job Software Developer Principal at CACI
Industry Computer Software
Experience
CACI March 2009 - Present
A+ Solutions, Inc. January 1994 - November 2009
Lockheed Martin Information Technology July 2000 - March 2009
Lockheed Martin July 2000 - March 2009
Merrill Lynch September 1997 - July 2000
Artisoft September 1994 - September 1997
Dendrite September 1991 - September 1994
Mettler Toledo September 1991 - September 1994
PCN 1989 - 1991
Skills
Core Java, Android...
Education
Stony Brook University 1983 — 1985
MS, Geophysics
University at Albany, SUNY 1978 — 1982
BS, Geology
Walt Whitman High School 1976 — 1978
HS Diploma
CACI March 2009 - Present
A+ Solutions, Inc. January 1994 - November 2009
Lockheed Martin Information Technology July 2000 - March 2009
Lockheed Martin July 2000 - March 2009
Merrill Lynch September 1997 - July 2000
Artisoft September 1994 - September 1997
Dendrite September 1991 - September 1994
Mettler Toledo September 1991 - September 1994
PCN 1989 - 1991
Skills
Core Java, Android...
Education
Stony Brook University 1983 — 1985
MS, Geophysics
University at Albany, SUNY 1978 — 1982
BS, Geology
Walt Whitman High School 1976 — 1978
HS Diploma
Steven Black Steven Black's Merrill Lynch Experience 1976 - 1981
Job Chief Risk Officer at Outpost International
Industry Executive Office
Experience
Outpost International January 2015 - Present
UPTick Vineyards and Winery May 2009 - Present
LPL Financial October 1998 - May 2009
Banc of America Investments 1991 - 1998
Van Kasper & CO 1988 - 1989
Securities Settlement 1986 - 1987
Great Western Financial 1982 - 1985
Merrill Lynch 1976 - 1981
Skills
Wine, Wineries, Management, Series 7, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Securities, Asset Management, Retirement Planning, Financial Services
Education
Richard Stockton College of New Jersey 1975 — 1976
Outpost International January 2015 - Present
UPTick Vineyards and Winery May 2009 - Present
LPL Financial October 1998 - May 2009
Banc of America Investments 1991 - 1998
Van Kasper & CO 1988 - 1989
Securities Settlement 1986 - 1987
Great Western Financial 1982 - 1985
Merrill Lynch 1976 - 1981
Skills
Wine, Wineries, Management, Series 7, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Securities, Asset Management, Retirement Planning, Financial Services
Education
Richard Stockton College of New Jersey 1975 — 1976
Jennifer Diaz, MBA Jennifer Diaz, MBA's Merrill Lynch Experience June 2008 - August 2008
Job
Industry Medical Devices
Experience
Pall Corporation August 2012 - Present
Toscano Clements Taylor Cost Consultants April 2010 - August 2012
Northwestern Mutual August 2009 - February 2010
Stony Brook University August 2008 - June 2009
Merrill Lynch June 2008 - August 2008
Stony Brook University May 2007 - May 2008
Skills
Marketing, Social Media, Marketing Communications, Proposal Writing, PowerPoint, Event Planning, Marketing Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Email Marketing, Email Marketing Software, Marketo, Constant Contact, CheetahMail, NetSuite, QuarkXPress, Project Management, Management, Social Media Marketing, Business Development, Time Management, Advertising
Education
State University of New York at Stony Brook 2006 — 2009
MBA
Stony Brook University 2004 — 2008
B.A., Cinema & Cultural Studies
Pall Corporation August 2012 - Present
Toscano Clements Taylor Cost Consultants April 2010 - August 2012
Northwestern Mutual August 2009 - February 2010
Stony Brook University August 2008 - June 2009
Merrill Lynch June 2008 - August 2008
Stony Brook University May 2007 - May 2008
Skills
Marketing, Social Media, Marketing Communications, Proposal Writing, PowerPoint, Event Planning, Marketing Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Email Marketing, Email Marketing Software, Marketo, Constant Contact, CheetahMail, NetSuite, QuarkXPress, Project Management, Management, Social Media Marketing, Business Development, Time Management, Advertising
Education
State University of New York at Stony Brook 2006 — 2009
MBA
Stony Brook University 2004 — 2008
B.A., Cinema & Cultural Studies
Greg Toutoundjian Greg Toutoundjian's Merrill Lynch Experience 1986 - 1990
Job Partner at Catenary Partners
Industry Information Technology and Services
Experience
Catenary Partners 2012 - Present
Warner Music Group 1999 - 2011
Warner Music Group 1995 - 1999
Waterford Wedgwood 1992 - 1995
Citicorp 1990 - 1992
Merrill Lynch 1986 - 1990
Skills
IT Management, Strategic Planning, Organizational..., Business Transformation, P&L Management, Software Engineering, Process Reengineering, Manufacturing Operations, Supply Chain, Digital Supply Chain, Enterprise Content..., E-commerce, ERP Software, Project Management, Outsourcing, Customer Relationship..., Social Media, SaaS, Database Design, Agile Project Management, Enterprise Engineering, Data Center, Cloud Computing
Education
Stony Brook University
Computer Engineering
Catenary Partners 2012 - Present
Warner Music Group 1999 - 2011
Warner Music Group 1995 - 1999
Waterford Wedgwood 1992 - 1995
Citicorp 1990 - 1992
Merrill Lynch 1986 - 1990
Skills
IT Management, Strategic Planning, Organizational..., Business Transformation, P&L Management, Software Engineering, Process Reengineering, Manufacturing Operations, Supply Chain, Digital Supply Chain, Enterprise Content..., E-commerce, ERP Software, Project Management, Outsourcing, Customer Relationship..., Social Media, SaaS, Database Design, Agile Project Management, Enterprise Engineering, Data Center, Cloud Computing
Education
Stony Brook University
Computer Engineering
Lisa Curro's Merrill Lynch Experience June 2008 - August 2008
Job Fund Administrator at State Street
Industry Financial Services
Experience
State Street Corporation October 2009 - Present
Greylock Federal Credit Union June 2007 - January 2009
Merrill Lynch June 2008 - August 2008
NovaCare Rehabilitation January 2003 - August 2003
Skills
Banking, Bloomberg, Investments, Mutual Funds, Securities
Education
Stonehill College 2005 — 2009
Bachelor of Science, Business Administration; Finance
UMBRA Institute 2007 — 2007
Business
State Street Corporation October 2009 - Present
Greylock Federal Credit Union June 2007 - January 2009
Merrill Lynch June 2008 - August 2008
NovaCare Rehabilitation January 2003 - August 2003
Skills
Banking, Bloomberg, Investments, Mutual Funds, Securities
Education
Stonehill College 2005 — 2009
Bachelor of Science, Business Administration; Finance
UMBRA Institute 2007 — 2007
Business
Eric Vanderpool's Merrill Lynch Experience January 2012 - May 2012
Job Corporate Actions Specialist BBH
Industry Banking
Experience
Brown Brothers Harriman September 2013 - Present
VizQuest Ventures August 2012 - January 2013
Stonehill College 2009 - 2013
VizQuest Ventures May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
South Shore Pool Supply June 2003 - August 2011
Skills
Sales, Salesforce.com, Business Development, Economics, Management, Market Research, Microsoft Excel, Financial Analysis, Marketing, Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Reliable, People Skills, Leadership, Pro-active Leader, Marketing Strategy, Customer Service, Microsoft Word, Public Speaking, Marketing Communications, Entrepreneurship, Strategic Planning, Finance, E-commerce, Product Management, Data Analysis, Bloomberg, Bloomberg Terminal, Cold Calling, Marketing Research, Email Marketing, Stata, Corporate Finance, Econometrics, Data Entry
Education
Stonehill College 2009 — 2013
Bachelor of Arts, Business/Managerial Economics
Boston College High School 2005 — 2009
High School Diploma
Brown Brothers Harriman September 2013 - Present
VizQuest Ventures August 2012 - January 2013
Stonehill College 2009 - 2013
VizQuest Ventures May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
South Shore Pool Supply June 2003 - August 2011
Skills
Sales, Salesforce.com, Business Development, Economics, Management, Market Research, Microsoft Excel, Financial Analysis, Marketing, Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Reliable, People Skills, Leadership, Pro-active Leader, Marketing Strategy, Customer Service, Microsoft Word, Public Speaking, Marketing Communications, Entrepreneurship, Strategic Planning, Finance, E-commerce, Product Management, Data Analysis, Bloomberg, Bloomberg Terminal, Cold Calling, Marketing Research, Email Marketing, Stata, Corporate Finance, Econometrics, Data Entry
Education
Stonehill College 2009 — 2013
Bachelor of Arts, Business/Managerial Economics
Boston College High School 2005 — 2009
High School Diploma
Adhip Karmaker Adhip Karmaker's Merrill Lynch Experience June 2007 - September 2007
Job Financial Analyst at The Boeing Company
Industry Aviation & Aerospace
Experience
The Boeing Company January 2010 - Present
The Boeing Company August 2008 - January 2010
Merrill Lynch June 2007 - September 2007
Skills
Financial Analysis, Financial Modeling, Forecasting, Process Improvement, Data Analysis, Strategic Financial..., Microsoft Excel, Finance, Microsoft Office, Pivot Tables, PowerPoint, Program Management, Project Management, Budgets, Business Analysis, Pricing, Variance Analysis, Cost Benefit, Earned Value Management, Business Planning, Analysis, Strategic Planning, Internal Controls, Financial Reporting, Account Reconciliation, Proposal Writing, Cross-functional Team..., Market Research, Financial Forecasting, Access, Accounting, Corporate Finance, Risk Management, Business Process..., Equities, Financial Accounting, Cost Accounting, Cash Flow, Valuation, PeopleSoft, Leadership, Mergers & Acquisitions, Economics, Financial Statement..., New Business Development, Due Diligence, Financial Planning
Education
Stony Brook University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Stony Brook University 2004 — 2008
Bachelor of Science, Business Management
The Boeing Company January 2010 - Present
The Boeing Company August 2008 - January 2010
Merrill Lynch June 2007 - September 2007
Skills
Financial Analysis, Financial Modeling, Forecasting, Process Improvement, Data Analysis, Strategic Financial..., Microsoft Excel, Finance, Microsoft Office, Pivot Tables, PowerPoint, Program Management, Project Management, Budgets, Business Analysis, Pricing, Variance Analysis, Cost Benefit, Earned Value Management, Business Planning, Analysis, Strategic Planning, Internal Controls, Financial Reporting, Account Reconciliation, Proposal Writing, Cross-functional Team..., Market Research, Financial Forecasting, Access, Accounting, Corporate Finance, Risk Management, Business Process..., Equities, Financial Accounting, Cost Accounting, Cash Flow, Valuation, PeopleSoft, Leadership, Mergers & Acquisitions, Economics, Financial Statement..., New Business Development, Due Diligence, Financial Planning
Education
Stony Brook University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Stony Brook University 2004 — 2008
Bachelor of Science, Business Management
Andrew Dusel Andrew Dusel's Merrill Lynch Experience September 1992 - June 1995
Job Director at UniCredit Global Business Services
Industry Financial Services
Experience
UniCredit Global Business Services October 2011 - Present
UniCredit Bank AG October 1995 - October 2011
Bayerische Hypo und- Vereinsbank 2000 - 2006
Merrill Lynch September 1992 - June 1995
Dai-Ichi Kangyo Bank September 1989 - June 1995
Skills
Derivatives, Back Office, Middle Office, Fixed Income, Financial Markets, Equities, Banking, Credit Risk, Financial Risk, Bonds, Risk Management, Securities, Credit Derivatives, Trading Systems, Financial Services, Treasury, Investment Banking
Education
Saint John's University 1989 — 1996
Master of Business Administration (MBA), Finance
SUNY Stony Brook 1985 — 1989
BS, Mathematics
UniCredit Global Business Services October 2011 - Present
UniCredit Bank AG October 1995 - October 2011
Bayerische Hypo und- Vereinsbank 2000 - 2006
Merrill Lynch September 1992 - June 1995
Dai-Ichi Kangyo Bank September 1989 - June 1995
Skills
Derivatives, Back Office, Middle Office, Fixed Income, Financial Markets, Equities, Banking, Credit Risk, Financial Risk, Bonds, Risk Management, Securities, Credit Derivatives, Trading Systems, Financial Services, Treasury, Investment Banking
Education
Saint John's University 1989 — 1996
Master of Business Administration (MBA), Finance
SUNY Stony Brook 1985 — 1989
BS, Mathematics
Christos (Chris) Kanavos Christos (Chris) Kanavos's Merrill Lynch Experience January 2012 - March 2015
Job Wealth Management Banking and Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management March 2015 - Present
Merrill Lynch January 2012 - March 2015
Merrill Lynch April 2011 - January 2012
Wells Fargo Financial August 1998 - April 2011
Wells Fargo Financial June 1995 - August 1998
Wells Fargo Financial October 1994 - June 1995
Wells Fargo Financial February 1994 - October 1994
Wells Fargo Financial August 1991 - February 1994
Skills
Banking, Credit, Mortgage Lending, Loans, Portfolio Management, Finance, Financial Services, Management, Credit Analysis, Leadership, Risk Management, Loan Origination, Consumer Lending, Underwriting, Relationship Management, Financial Risk, Commercial Banking, Sales, Mortgage Banking, Financial Analysis, Credit Cards, Recruiting, Strategy, Training, Strategic Planning, Business Development, Analysis, Securities, Team Building, Sales Process, Wealth Management, Cash Management
Education
Stony Brook University
Bachelors, Double Major in Business and Economics
UBS Wealth Management March 2015 - Present
Merrill Lynch January 2012 - March 2015
Merrill Lynch April 2011 - January 2012
Wells Fargo Financial August 1998 - April 2011
Wells Fargo Financial June 1995 - August 1998
Wells Fargo Financial October 1994 - June 1995
Wells Fargo Financial February 1994 - October 1994
Wells Fargo Financial August 1991 - February 1994
Skills
Banking, Credit, Mortgage Lending, Loans, Portfolio Management, Finance, Financial Services, Management, Credit Analysis, Leadership, Risk Management, Loan Origination, Consumer Lending, Underwriting, Relationship Management, Financial Risk, Commercial Banking, Sales, Mortgage Banking, Financial Analysis, Credit Cards, Recruiting, Strategy, Training, Strategic Planning, Business Development, Analysis, Securities, Team Building, Sales Process, Wealth Management, Cash Management
Education
Stony Brook University
Bachelors, Double Major in Business and Economics
Ronit Ryba, PMP's Merrill Lynch Experience November 2009 - April 2010
Job Vice President, PMO at Credit Suisse
Industry Information Technology and Services
Experience
Barclays Capital April 2010 - March 2012
Merrill Lynch November 2009 - April 2010
JP Morgan October 1997 - March 2009
Swiss Bank Corporation 1994 - 1997
Reliable Financial Corporation May 1993 - April 1994
Amivest Corporation June 1988 - July 1992
Skills
Business Analysis, Business Process..., Project Management, Change Management, Team Building, Resource Management, Management, Virtual Teams
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MBA/MS-MIS
Stony Brook University 1984 — 1988
BA
Barclays Capital April 2010 - March 2012
Merrill Lynch November 2009 - April 2010
JP Morgan October 1997 - March 2009
Swiss Bank Corporation 1994 - 1997
Reliable Financial Corporation May 1993 - April 1994
Amivest Corporation June 1988 - July 1992
Skills
Business Analysis, Business Process..., Project Management, Change Management, Team Building, Resource Management, Management, Virtual Teams
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MBA/MS-MIS
Stony Brook University 1984 — 1988
BA
Ian Lemonious Ian Lemonious's Merrill Lynch Experience 1992 - 1994
Job Independent Consultant at Lemonious Enterprises, Inc.
Industry Management Consulting
Experience
Coldwell Banker Residential Brokerage November 2008 - Present
Lemonious Enterprises, Inc. 2008 - Present
Citigroup 2000 - 2007
Citigroup 1994 - 2000
Merrill Lynch 1992 - 1994
Salomon Brothers 1990 - 1992
Xerox 1985 - 1990
Skills
Risk Management, Strategy, Management, Start-ups, Leadership, Business Process, Strategic Planning, Team Building, Residential Homes, Analysis, Analytics, Real Estate, Financial Risk, Auditing, Program Management, Investment Properties, Sales, Software Development, Business Process..., Vendor Management, Integration, Information Technology, Governance, Fixed Income, Business Analysis, SDLC, IT Operations, Information Security
Education
Stony Brook University 1982 — 1985
B.E.E.E.
Coldwell Banker Residential Brokerage November 2008 - Present
Lemonious Enterprises, Inc. 2008 - Present
Citigroup 2000 - 2007
Citigroup 1994 - 2000
Merrill Lynch 1992 - 1994
Salomon Brothers 1990 - 1992
Xerox 1985 - 1990
Skills
Risk Management, Strategy, Management, Start-ups, Leadership, Business Process, Strategic Planning, Team Building, Residential Homes, Analysis, Analytics, Real Estate, Financial Risk, Auditing, Program Management, Investment Properties, Sales, Software Development, Business Process..., Vendor Management, Integration, Information Technology, Governance, Fixed Income, Business Analysis, SDLC, IT Operations, Information Security
Education
Stony Brook University 1982 — 1985
B.E.E.E.
Al Santosuosso Al Santosuosso's Merrill Lynch Experience May 2006 - August 2006
Job Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group December 2010 - Present
Acronis Software July 2007 - December 2010
Merrill Lynch May 2006 - August 2006
Town of Burlington June 2001 - August 2006
Skills
Salesforce.com, Customer Service, Sales, Lead Generation, Account Management, Networking, Solution Selling, Analysis, Sales Management, Leadership, Direct Sales, Cold Calling, Sales Operations, New Business Development, Outlook, Holistic Financial..., Investments, Forecasting, Financial Services, Sales Process, SaaS, Strategic Financial..., Business Development, Finance, Insurance, Financial Planning
Education
Stonehill College 2003 — 2007
Bachelor of Science, Business Administration; Finance
Lorenzo d' Medici 2005 — 2005
International Business and Italian Culture
Reading High School
Reading Tennis
Commonwealth Financial Group December 2010 - Present
Acronis Software July 2007 - December 2010
Merrill Lynch May 2006 - August 2006
Town of Burlington June 2001 - August 2006
Skills
Salesforce.com, Customer Service, Sales, Lead Generation, Account Management, Networking, Solution Selling, Analysis, Sales Management, Leadership, Direct Sales, Cold Calling, Sales Operations, New Business Development, Outlook, Holistic Financial..., Investments, Forecasting, Financial Services, Sales Process, SaaS, Strategic Financial..., Business Development, Finance, Insurance, Financial Planning
Education
Stonehill College 2003 — 2007
Bachelor of Science, Business Administration; Finance
Lorenzo d' Medici 2005 — 2005
International Business and Italian Culture
Reading High School
Reading Tennis
Daniel Oakes Daniel Oakes's Merrill Lynch Experience September 2012 - December 2012
Job Internal Business Consultant at John Hancock Investments
Industry Management Consulting
Experience
John Hancock Investments February 2014 - Present
Fidelity Investments June 2013 - January 2014
Merrill Lynch September 2012 - December 2012
Skills
Series 7, Series 63
Education
Stonehill College 2009 — 2013
Bachelor of Science, Business Administration; Management
John Hancock Investments February 2014 - Present
Fidelity Investments June 2013 - January 2014
Merrill Lynch September 2012 - December 2012
Skills
Series 7, Series 63
Education
Stonehill College 2009 — 2013
Bachelor of Science, Business Administration; Management
Domenic Qualtieri Domenic Qualtieri's Merrill Lynch Experience June 2014 - October 2014
Job Retirement Operations Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2015 - Present
Merrill Lynch June 2014 - October 2014
Conquest Capital Partners February 2014 - March 2014
John P. Kolentsas Financial Services January 2014 - March 2014
Black Rock Country Club May 2006 - March 2014
Thrifty Car & Van Rental June 2011 - August 2011
Boston Golf Club May 2008 - December 2010
Skills
Series 7, Public Speaking
Education
Stonehill College 2010 — 2014
Bachelor's Degree, Finance, General, 3.1
Commonwealth Financial Network March 2015 - Present
Merrill Lynch June 2014 - October 2014
Conquest Capital Partners February 2014 - March 2014
John P. Kolentsas Financial Services January 2014 - March 2014
Black Rock Country Club May 2006 - March 2014
Thrifty Car & Van Rental June 2011 - August 2011
Boston Golf Club May 2008 - December 2010
Skills
Series 7, Public Speaking
Education
Stonehill College 2010 — 2014
Bachelor's Degree, Finance, General, 3.1
Ashar Khan Ashar Khan's Merrill Lynch Experience August 2006 - December 2008
Job Global Head Futures Middle Office and Clearing Technology at Citigroup
Industry Financial Services
Experience
Citi July 2014 - Present
Citi August 2009 - January 2015
Bank of America January 2009 - August 2009
Merrill Lynch August 2006 - December 2008
Merrill Lynch May 2004 - July 2007
Merrill Lynch January 2003 - May 2004
Merrill Lynch March 2000 - December 2002
Fusion Technologies June 1999 - August 2002
Skills
Agile Methodologies, Asset Allocation, Capital Markets, Derivatives, Electronic Trading, Equities, Fixed Income, High Frequency Trading, Leadership, Market Data, Middle Office, Options, Prime Brokerage, SDLC, Software Development, Trading, Trading System
Education
Stony Brook University 1995 — 1999
B.S, Computer Science
Citi July 2014 - Present
Citi August 2009 - January 2015
Bank of America January 2009 - August 2009
Merrill Lynch August 2006 - December 2008
Merrill Lynch May 2004 - July 2007
Merrill Lynch January 2003 - May 2004
Merrill Lynch March 2000 - December 2002
Fusion Technologies June 1999 - August 2002
Skills
Agile Methodologies, Asset Allocation, Capital Markets, Derivatives, Electronic Trading, Equities, Fixed Income, High Frequency Trading, Leadership, Market Data, Middle Office, Options, Prime Brokerage, SDLC, Software Development, Trading, Trading System
Education
Stony Brook University 1995 — 1999
B.S, Computer Science
Matthew Mazzella, MBA Matthew Mazzella, MBA's Merrill Lynch Experience February 2014 - Present
Job GWIM Sr Retirement Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Schaeffer Family Homes June 2013 - December 2013
Kramer Beverage Co. January 2012 - June 2013
Lockheed Martin August 2011 - January 2012
Caesars Entertainment Corporation April 2011 - August 2011
Skills
Retail, Pricing, Sales, Time Management, Customer Service, Brand Awareness, Facebook, Analytical Skills, Marketing, PowerPoint, Real Estate License, New Home Sales, New Home Construction, Merchandising, Management, Operations Management, Hotel Management, Project Planning, Event Planning, Beverage Industry, Craft Beer, Beverage Development, Microsoft Office, Hospitality Management
Education
Richard Stockton College of New Jersey 2008 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Richard Stockton College of New Jersey 2008 — 2010
Bachelor's Degree, Business Management and Hospitality Management and Tourism Studies, 3.42
Merrill Lynch February 2014 - Present
Schaeffer Family Homes June 2013 - December 2013
Kramer Beverage Co. January 2012 - June 2013
Lockheed Martin August 2011 - January 2012
Caesars Entertainment Corporation April 2011 - August 2011
Skills
Retail, Pricing, Sales, Time Management, Customer Service, Brand Awareness, Facebook, Analytical Skills, Marketing, PowerPoint, Real Estate License, New Home Sales, New Home Construction, Merchandising, Management, Operations Management, Hotel Management, Project Planning, Event Planning, Beverage Industry, Craft Beer, Beverage Development, Microsoft Office, Hospitality Management
Education
Richard Stockton College of New Jersey 2008 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Richard Stockton College of New Jersey 2008 — 2010
Bachelor's Degree, Business Management and Hospitality Management and Tourism Studies, 3.42
Lana Henley-Cohn Lana Henley-Cohn's Merrill Lynch Experience May 2002 - September 2004
Job Software Developer at Goldman Sachs
Industry Banking
Experience
Goldman Sachs April 2010 - January 2011
Pali Capital LLC February 2009 - February 2010
Trilogy Global Advisors May 2008 - July 2008
Trilogy Global Advisors June 2006 - May 2008
Balyasny Asset Management L.P. March 2004 - June 2006
Merrill Lynch May 2002 - September 2004
Morgan Stanley December 2001 - February 2002
Programmer August 2001 - December 2001
TCI Teledata Communications May 2001 - September 2001
Skills
Trading Systems, Equities, Derivatives, Fixed Income, Microsoft SQL Server
Education
Stony Brook University, College of Engineering
B.S, Computer Science and Applied Math and Statistics; and Applied Sciences
Stony Brook University
Goldman Sachs April 2010 - January 2011
Pali Capital LLC February 2009 - February 2010
Trilogy Global Advisors May 2008 - July 2008
Trilogy Global Advisors June 2006 - May 2008
Balyasny Asset Management L.P. March 2004 - June 2006
Merrill Lynch May 2002 - September 2004
Morgan Stanley December 2001 - February 2002
Programmer August 2001 - December 2001
TCI Teledata Communications May 2001 - September 2001
Skills
Trading Systems, Equities, Derivatives, Fixed Income, Microsoft SQL Server
Education
Stony Brook University, College of Engineering
B.S, Computer Science and Applied Math and Statistics; and Applied Sciences
Stony Brook University
Nicholas Andrews's Merrill Lynch Experience July 2011 - Present
Job Operations Team Lead at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Merrill Lynch April 2010 - July 2011
Bank of America March 2008 - April 2010
Skills
Financial Analysis, Microsoft Excel, Credit, Banking, Account Management, Securities, Portfolio Management, Microsoft Office, Investments, Strategic Financial..., Financial Services, Rule 144, ACATS, Cost Basis Reporting, DTC
Education
Stockton University 2002 — 2006
BA, Business Administration
Merrill Lynch July 2011 - Present
Merrill Lynch April 2010 - July 2011
Bank of America March 2008 - April 2010
Skills
Financial Analysis, Microsoft Excel, Credit, Banking, Account Management, Securities, Portfolio Management, Microsoft Office, Investments, Strategic Financial..., Financial Services, Rule 144, ACATS, Cost Basis Reporting, DTC
Education
Stockton University 2002 — 2006
BA, Business Administration
Albert Wu Albert Wu's Merrill Lynch Experience July 2007 - February 2009
Job Acquisitions Manager, Oakland Lakes LLC
Industry Real Estate
Experience
Oakland Lakes LLC September 2009 - Present
Merrill Lynch July 2007 - February 2009
Skills
Private Equity, Investment Properties, Real Estate, Investments, Contract Negotiation, Negotiation, Commercial Real Estate, Entrepreneurship, Finance, Investors, Real Estate Development, Asset Management, Valuation, Portfolio Management, Due Diligence
Education
State University of New York at Stony Brook 2003 — 2007
BS, Computer Science
Stony Brook University 2003 — 2007
BS, Computer Science
Life and Wealth Mastery
Oakland Lakes LLC September 2009 - Present
Merrill Lynch July 2007 - February 2009
Skills
Private Equity, Investment Properties, Real Estate, Investments, Contract Negotiation, Negotiation, Commercial Real Estate, Entrepreneurship, Finance, Investors, Real Estate Development, Asset Management, Valuation, Portfolio Management, Due Diligence
Education
State University of New York at Stony Brook 2003 — 2007
BS, Computer Science
Stony Brook University 2003 — 2007
BS, Computer Science
Life and Wealth Mastery
Amanda Dupere's Merrill Lynch Experience February 2010 - May 2010
Job Financial Analyst at Velcro Industries
Industry Financial Services
Experience
Velcro USA Inc. March 2014 - Present
Potpourri Group June 2010 - March 2014
Merrill Lynch February 2010 - May 2010
Childrens Hospital Boston June 2009 - August 2009
Skills
Data Analysis, Sales, Competitive Analysis, Research, Analysis, Strategic Financial..., Finance, Forecasting, Business Analysis, Financial Analysis
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
University of Sydney 2008 — 2008
International Studies
Methuen High School
Methuen High School
Velcro USA Inc. March 2014 - Present
Potpourri Group June 2010 - March 2014
Merrill Lynch February 2010 - May 2010
Childrens Hospital Boston June 2009 - August 2009
Skills
Data Analysis, Sales, Competitive Analysis, Research, Analysis, Strategic Financial..., Finance, Forecasting, Business Analysis, Financial Analysis
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
University of Sydney 2008 — 2008
International Studies
Methuen High School
Methuen High School
Kirsten Williams Kirsten Williams's Merrill Lynch Experience January 2012 - May 2012
Job Programmatic Supervisor at Neo@Ogilvy
Industry Marketing and Advertising
Experience
Neo@Ogilvy March 2015 - Present
Neo@Ogilvy July 2013 - Present
Neo@Ogilvy November 2012 - June 2013
Merrill Lynch January 2012 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Bloomberg, Outlook, Marketing, Spanish, Market Research, Customer Service, Marketing Research, Social Networking, Marketing Communications, Public Speaking, Research, Equities, Financial Analysis, Social Media Marketing, Facebook, Advertising, Digital Marketing, Online Advertising, Leadership
Education
Stonehill College 2008 — 2012
B.S., Business Administration, Marketing, Communications
Universitat Autònoma de Barcelona 2010 — 2010
International Business Studies
Neo@Ogilvy March 2015 - Present
Neo@Ogilvy July 2013 - Present
Neo@Ogilvy November 2012 - June 2013
Merrill Lynch January 2012 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Bloomberg, Outlook, Marketing, Spanish, Market Research, Customer Service, Marketing Research, Social Networking, Marketing Communications, Public Speaking, Research, Equities, Financial Analysis, Social Media Marketing, Facebook, Advertising, Digital Marketing, Online Advertising, Leadership
Education
Stonehill College 2008 — 2012
B.S., Business Administration, Marketing, Communications
Universitat Autònoma de Barcelona 2010 — 2010
International Business Studies
Michael Ahrens's Merrill Lynch Experience 1995 - 1996
Job COO of Bloomberg MSG, IB, Mobile, and MSG Mining
Industry Financial Services
Experience
Bloomberg May 2007 - Present
JPMorgan Chase August 2005 - March 2006
GFI Group 2001 - 2005
Societe Generale 1997 - 2000
UBS 1996 - 1997
Merrill Lynch 1995 - 1996
Skills
Fixed Income, Business Analysis, Finance, Vendor Management, Product Management, Project Management, Strategic Technology..., Contract Negotiation, Market Data, Straight Through..., Trading Systems, Business Intelligence, Program Management, Management, Equities, Unix, FX Options, Electronic Trading, Low Latency, Options, SDLC, Commodity, Trading, Market Risk, Bloomberg, Back Office, Financial Services, Credit Derivatives, Money Market, CDS, Proprietary Trading
Education
NYU Polytechnic 2006 — 2010
Masters of Science, Financial Engineering, 3.8
SUNY Stony Brook 1991 — 1995
Bachelor of Science (B.S.), Computer Science
Bloomberg May 2007 - Present
JPMorgan Chase August 2005 - March 2006
GFI Group 2001 - 2005
Societe Generale 1997 - 2000
UBS 1996 - 1997
Merrill Lynch 1995 - 1996
Skills
Fixed Income, Business Analysis, Finance, Vendor Management, Product Management, Project Management, Strategic Technology..., Contract Negotiation, Market Data, Straight Through..., Trading Systems, Business Intelligence, Program Management, Management, Equities, Unix, FX Options, Electronic Trading, Low Latency, Options, SDLC, Commodity, Trading, Market Risk, Bloomberg, Back Office, Financial Services, Credit Derivatives, Money Market, CDS, Proprietary Trading
Education
NYU Polytechnic 2006 — 2010
Masters of Science, Financial Engineering, 3.8
SUNY Stony Brook 1991 — 1995
Bachelor of Science (B.S.), Computer Science
Jason Moy Jason Moy's Merrill Lynch Experience August 2006 - October 2008
Job Trade Support at Millennium
Industry Financial Services
Experience
Barclays Capital October 2009 - November 2014
Merrill Lynch August 2006 - October 2008
Merrill Lynch October 2005 - February 2008
Skills
Derivatives, Fixed Income, Middle Office, Swaps, Prime Brokerage, CDS, Bloomberg, Series 7, Credit Derivatives, Interest Rate...
Education
State University of New York at Stony Brook 2001 — 2005
BS, Business Management
Barclays Capital October 2009 - November 2014
Merrill Lynch August 2006 - October 2008
Merrill Lynch October 2005 - February 2008
Skills
Derivatives, Fixed Income, Middle Office, Swaps, Prime Brokerage, CDS, Bloomberg, Series 7, Credit Derivatives, Interest Rate...
Education
State University of New York at Stony Brook 2001 — 2005
BS, Business Management
Steven Zeng, CFA Steven Zeng, CFA's Merrill Lynch Experience September 2004 - January 2009
Job Interest Rates Strategist at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2011 - Present
Merrill Lynch September 2004 - January 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Stony Brook University
Bachelor of Science (B.S.)
Deutsche Bank July 2011 - Present
Merrill Lynch September 2004 - January 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Stony Brook University
Bachelor of Science (B.S.)
Patrick Caine Patrick Caine's Merrill Lynch Experience July 2012 - August 2012
Job Regional Marketing Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - June 2014
Merrill Lynch July 2012 - August 2012
Coho Investment Partners May 2010 - August 2010
iFractal May 2009 - June 2009
Skills
Microsoft Excel, Investments, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Research, Outlook, Facebook, Social Media, Editing, Data Entry, Stata, Bloomberg Terminal
Education
Stonehill College 2010 — 2013
Bachelor of Science (B.S.) and Bachelor of Arts (B.A), Business Administration-Finance and Economics
Conestoga High School 2005 — 2009
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - June 2014
Merrill Lynch July 2012 - August 2012
Coho Investment Partners May 2010 - August 2010
iFractal May 2009 - June 2009
Skills
Microsoft Excel, Investments, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Research, Outlook, Facebook, Social Media, Editing, Data Entry, Stata, Bloomberg Terminal
Education
Stonehill College 2010 — 2013
Bachelor of Science (B.S.) and Bachelor of Arts (B.A), Business Administration-Finance and Economics
Conestoga High School 2005 — 2009
Mary-Ann Anugo's Merrill Lynch Experience June 2008 - August 2008
Job Senior Consultant at EY
Industry Financial Services
Experience
EY August 2015 - Present
Goldman Sachs April 2014 - March 2015
Commerzbank AG December 2012 - April 2014
JP Morgan Chase July 2009 - December 2012
The Dow Hotel Company March 2008 - July 2009
Merrill Lynch June 2008 - August 2008
Skills
Certified Anti-Money..., Analytical Skills, Creative Writing, Technical Writing, Microsoft Excel, KYC, Hospitality, Investment Properties, Management, Quality Assurance, Quality Control, Sales, Escrow, Due Diligence, Training, Hedge Funds, Credit, Financial Risk, Financial Analysis, Auditing, Loans
Education
Stony Brook University 2005 — 2009
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.83/4.0
EY August 2015 - Present
Goldman Sachs April 2014 - March 2015
Commerzbank AG December 2012 - April 2014
JP Morgan Chase July 2009 - December 2012
The Dow Hotel Company March 2008 - July 2009
Merrill Lynch June 2008 - August 2008
Skills
Certified Anti-Money..., Analytical Skills, Creative Writing, Technical Writing, Microsoft Excel, KYC, Hospitality, Investment Properties, Management, Quality Assurance, Quality Control, Sales, Escrow, Due Diligence, Training, Hedge Funds, Credit, Financial Risk, Financial Analysis, Auditing, Loans
Education
Stony Brook University 2005 — 2009
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.83/4.0
Ava (Siqi) Kong Ava (Siqi) Kong's Merrill Lynch Experience June 2013 - August 2013
Job Business Technology Analyst at Deloitte
Industry Banking
Experience
Deloitte March 2014 - Present
Legg Mason September 2013 - November 2013
Merrill Lynch June 2013 - August 2013
Canon USA May 2011 - August 2011
Stony Brook University January 2010 - May 2011
Skills
Project Management, Web Development, Business Analysis, Information Technology..., SQL, Creative Direction, Java, E-commerce, Unix, C++, HTML, Systems Analysis, Python, Software Project..., Vendor Management, PHP
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2013
Master of Science (M.S.), Management Information Systems
State University of New York at Stony Brook 2008 — 2012
Dual Bachelor of Science (BS), Information Technology and Finance
Deloitte March 2014 - Present
Legg Mason September 2013 - November 2013
Merrill Lynch June 2013 - August 2013
Canon USA May 2011 - August 2011
Stony Brook University January 2010 - May 2011
Skills
Project Management, Web Development, Business Analysis, Information Technology..., SQL, Creative Direction, Java, E-commerce, Unix, C++, HTML, Systems Analysis, Python, Software Project..., Vendor Management, PHP
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2013
Master of Science (M.S.), Management Information Systems
State University of New York at Stony Brook 2008 — 2012
Dual Bachelor of Science (BS), Information Technology and Finance
Matthew Bimbi Matthew Bimbi's Merrill Lynch Experience September 2006 - September 2007
Job Assistant Vice President at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. February 2014 - Present
Knight Capital Group July 2012 - March 2014
Knight Capital Group March 2011 - February 2014
Broadcort, A Division of Merrill Lynch 2007 - 2011
Merrill Lynch September 2006 - September 2007
Skills
Equities, Options, Electronic Trading, Series 7, Securities, Financial Services, Fixed Income, Settlement, People-oriented, Mutual Funds, Financial Risk, Trading Systems, Capital Markets, Client Service Oriented, FINRA, Corporate Actions, Clearing, Series 63, Operations Management, Back Office, Client Services, Series 55, Prime Brokerage, Series 24
Education
Richard Stockton College of New Jersey 2002 — 2006
Bachelor of Science (BS), Finance And economics
Nutley High School
KCG Holdings, Inc. February 2014 - Present
Knight Capital Group July 2012 - March 2014
Knight Capital Group March 2011 - February 2014
Broadcort, A Division of Merrill Lynch 2007 - 2011
Merrill Lynch September 2006 - September 2007
Skills
Equities, Options, Electronic Trading, Series 7, Securities, Financial Services, Fixed Income, Settlement, People-oriented, Mutual Funds, Financial Risk, Trading Systems, Capital Markets, Client Service Oriented, FINRA, Corporate Actions, Clearing, Series 63, Operations Management, Back Office, Client Services, Series 55, Prime Brokerage, Series 24
Education
Richard Stockton College of New Jersey 2002 — 2006
Bachelor of Science (BS), Finance And economics
Nutley High School
Marcia Wilson's Merrill Lynch Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Northwestern Mutual Financial Network March 2011 - January 2015
Hashi Sushi Fusion January 2012 - October 2014
Short Sale Authority, Inc August 2006 - February 2011
Amati Investments, Inc August 2004 - December 2007
Skills
Series 6, serie 63, series 65, Life, Accident and..., Strategic Financial..., Credit Analysis, Investments, Disability Insurance, Mortgage Lending, IRAs, Series 65, Portfolio Management, Retirement Planning, Uniform Combined State..., Financial Planners, Finance, Retirement, Credit, Financial Advisory, Education Funding, Insurance, Life Settlements, Long Term Care Insurance, Employee Benefits, Small Business, Fixed Annuities, Series 7, Variable Annuities, Sales, 401k Rollovers, Estate Planning, Asset Allocation, Wealth Management, Banking, Asset Management, 401k, Loans, Risk Management, Closed-end Funds, Series 63, Wealth Accumulation, Financial Services, Securities, Management, Customer Service, Microsoft Office, Leadership, Financial Planning, Strategic Planning, Marketing
Education
State University of New York at Stony Brook 2000 — 2004
BS, Business Management, Psychology
Merrill Lynch March 2015 - Present
Northwestern Mutual Financial Network March 2011 - January 2015
Hashi Sushi Fusion January 2012 - October 2014
Short Sale Authority, Inc August 2006 - February 2011
Amati Investments, Inc August 2004 - December 2007
Skills
Series 6, serie 63, series 65, Life, Accident and..., Strategic Financial..., Credit Analysis, Investments, Disability Insurance, Mortgage Lending, IRAs, Series 65, Portfolio Management, Retirement Planning, Uniform Combined State..., Financial Planners, Finance, Retirement, Credit, Financial Advisory, Education Funding, Insurance, Life Settlements, Long Term Care Insurance, Employee Benefits, Small Business, Fixed Annuities, Series 7, Variable Annuities, Sales, 401k Rollovers, Estate Planning, Asset Allocation, Wealth Management, Banking, Asset Management, 401k, Loans, Risk Management, Closed-end Funds, Series 63, Wealth Accumulation, Financial Services, Securities, Management, Customer Service, Microsoft Office, Leadership, Financial Planning, Strategic Planning, Marketing
Education
State University of New York at Stony Brook 2000 — 2004
BS, Business Management, Psychology
Mark Porcaro, CFA's Merrill Lynch Experience June 2008 - August 2008
Job Supervisor at GMO
Industry Financial Services
Experience
GMO February 2014 - Present
GMO February 2012 - January 2014
State Street January 2011 - February 2012
State Street November 2009 - December 2010
Merrill Lynch June 2008 - August 2008
Ameriprise Financial Advisors May 2007 - August 2007
Education
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration, Cum Laude, Finance, Economics
GMO February 2014 - Present
GMO February 2012 - January 2014
State Street January 2011 - February 2012
State Street November 2009 - December 2010
Merrill Lynch June 2008 - August 2008
Ameriprise Financial Advisors May 2007 - August 2007
Education
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration, Cum Laude, Finance, Economics
Joseph Veselovsky Joseph Veselovsky's Merrill Lynch Experience 2008 - 2008
Job Account Manager at The NPD Group
Industry Market Research
Experience
The NPD Group July 2015 - Present
The NPD Group July 2014 - July 2015
The NPD Group July 2013 - July 2014
ScrollMotion 2012 - 2012
Stony Brook University 2011 - 2012
National Securities Corporation 2009 - 2010
Merrill Lynch 2008 - 2008
Skills
Financial Analysis, Corporate Finance, Accounts Receivable, Accounts Payable, Microsoft Excel, Microsoft Word, PowerPoint, Access, Intacct, Data Analysis
Education
Stony Brook University 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Management, 3.87
University of Scranton 2005 — 2009
Bachelor's degree, Finance
The NPD Group July 2015 - Present
The NPD Group July 2014 - July 2015
The NPD Group July 2013 - July 2014
ScrollMotion 2012 - 2012
Stony Brook University 2011 - 2012
National Securities Corporation 2009 - 2010
Merrill Lynch 2008 - 2008
Skills
Financial Analysis, Corporate Finance, Accounts Receivable, Accounts Payable, Microsoft Excel, Microsoft Word, PowerPoint, Access, Intacct, Data Analysis
Education
Stony Brook University 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Management, 3.87
University of Scranton 2005 — 2009
Bachelor's degree, Finance
Lisa Schmucker Lisa Schmucker's Merrill Lynch Experience September 2012 - December 2012
Job Stockton University
Industry Management Consulting
Experience
Lerner Enterprises September 2014 - Present
Wildflowers Restaurant February 2009 - July 2014
Hollister Co. March 2013 - November 2013
Merrill Lynch September 2012 - December 2012
Dunkin Donuts May 2010 - September 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Management
Education
Stockton University 2010 — 2014
Bachelor’s Degree, Business Administration and Management, General
Stockton University 2010 — 2014
Lerner Enterprises September 2014 - Present
Wildflowers Restaurant February 2009 - July 2014
Hollister Co. March 2013 - November 2013
Merrill Lynch September 2012 - December 2012
Dunkin Donuts May 2010 - September 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Management
Education
Stockton University 2010 — 2014
Bachelor’s Degree, Business Administration and Management, General
Stockton University 2010 — 2014
T.J. Horrego's Merrill Lynch Experience September 2012 - December 2012
Job Research
Industry Research
Experience
Capacity Bookkeeping May 2015 - September 2015
Boston Private Bank July 2013 - June 2014
Riverbank Inc. January 2013 - April 2013
Gerstein Fisher December 2012 - January 2013
Merrill Lynch September 2012 - December 2012
Avis Budget Group May 2012 - August 2012
PVM Futures INC June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Investments, PowerPoint, Bloomberg, Microsoft Office, Microsoft Word, Sales, Portfolio Management, Financial Reporting, Public Speaking, Excel, Cross-functional Team..., Team-oriented, Word, Presentations, Facebook, Bloomberg Terminal, Morningstar Office, Outlook, Social Media, Marketing Plan Creation, Capital Budgeting, Project Portfolio..., 401k, Tax Preparation, Customer Service, Asset Allocation, Research, Traditional IRA, CRM, Customer Support, Long-term Customer..., Finance, Leadership, SWOT analysis, Business Planning, New Business Development, Client Development, Teamwork
Education
Stonehill College 2009 — 2013
Finance, Business Administration - Finance
Goshen Central High School 2008 — 2009
Advanced Regents, 94
Capacity Bookkeeping May 2015 - September 2015
Boston Private Bank July 2013 - June 2014
Riverbank Inc. January 2013 - April 2013
Gerstein Fisher December 2012 - January 2013
Merrill Lynch September 2012 - December 2012
Avis Budget Group May 2012 - August 2012
PVM Futures INC June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Investments, PowerPoint, Bloomberg, Microsoft Office, Microsoft Word, Sales, Portfolio Management, Financial Reporting, Public Speaking, Excel, Cross-functional Team..., Team-oriented, Word, Presentations, Facebook, Bloomberg Terminal, Morningstar Office, Outlook, Social Media, Marketing Plan Creation, Capital Budgeting, Project Portfolio..., 401k, Tax Preparation, Customer Service, Asset Allocation, Research, Traditional IRA, CRM, Customer Support, Long-term Customer..., Finance, Leadership, SWOT analysis, Business Planning, New Business Development, Client Development, Teamwork
Education
Stonehill College 2009 — 2013
Finance, Business Administration - Finance
Goshen Central High School 2008 — 2009
Advanced Regents, 94
Dave Kim's Merrill Lynch Experience May 1999 - August 1999
Job Head of Sales Engineering, Google for Work
Industry Computer Software
Experience
Google January 2012 - Present
Google February 2010 - December 2011
Google December 2006 - February 2010
Foot Cycles, Inc. 2008 - 2010
Microsoft Corporation July 2004 - September 2006
Microsoft Corporation July 2003 - July 2004
Microsoft Corporation July 2001 - July 2002
Microsoft Corporation July 2000 - July 2001
Campus Craze (Acquired by Jenzabar.com) June 1999 - June 2000
Merrill Lynch May 1999 - August 1999
Skills
Cloud Computing, Solution Selling, SaaS, Enterprise Software, Strategic Partnerships, Salesforce.com, Go-to-market Strategy, Mobile Devices, Start-ups, Pre-sales, Business Development, Professional Services, Direct Sales
Education
Stony Brook University 1997 — 2000
BS, Information Systems Engineering
Stony Brook University 1992 — 1996
BA: Double Major, Psychology & Social Sciences
Google January 2012 - Present
Google February 2010 - December 2011
Google December 2006 - February 2010
Foot Cycles, Inc. 2008 - 2010
Microsoft Corporation July 2004 - September 2006
Microsoft Corporation July 2003 - July 2004
Microsoft Corporation July 2001 - July 2002
Microsoft Corporation July 2000 - July 2001
Campus Craze (Acquired by Jenzabar.com) June 1999 - June 2000
Merrill Lynch May 1999 - August 1999
Skills
Cloud Computing, Solution Selling, SaaS, Enterprise Software, Strategic Partnerships, Salesforce.com, Go-to-market Strategy, Mobile Devices, Start-ups, Pre-sales, Business Development, Professional Services, Direct Sales
Education
Stony Brook University 1997 — 2000
BS, Information Systems Engineering
Stony Brook University 1992 — 1996
BA: Double Major, Psychology & Social Sciences
Jessica Arnold-Easton's Merrill Lynch Experience November 1998 - April 1999
Job Senior Java Web Developer at IDT
Industry Computer Software
Experience
IDT October 2002 - Present
Syncsort January 2002 - October 2002
Hewlett-Packard April 1999 - October 2001
Merrill Lynch November 1998 - April 1999
Hewlett-Packard September 1996 - November 1998
Skills
Perl, Java, AJAX, Hibernate, Linux, Unix, C++, Software Development, Agile Methodologies, C, SQL, Solaris, Cloud Computing, TCP/IP, Software Engineering, Open Source, Struts, Shell Scripting, Web Applications, Tomcat, System Architecture
Education
Stony Brook University 1988 — 1992
BA, Philosophy
IDT October 2002 - Present
Syncsort January 2002 - October 2002
Hewlett-Packard April 1999 - October 2001
Merrill Lynch November 1998 - April 1999
Hewlett-Packard September 1996 - November 1998
Skills
Perl, Java, AJAX, Hibernate, Linux, Unix, C++, Software Development, Agile Methodologies, C, SQL, Solaris, Cloud Computing, TCP/IP, Software Engineering, Open Source, Struts, Shell Scripting, Web Applications, Tomcat, System Architecture
Education
Stony Brook University 1988 — 1992
BA, Philosophy
Robert Procaccianti's Merrill Lynch Experience August 2000 - December 2008
Job Vice President Wealth Management, UBS
Industry Financial Services
Experience
UBS Wealth Management December 2008 - Present
Merrill Lynch August 2000 - December 2008
Education
Stonehill College 1996 — 2000
Bachelor of Arts (B.A.), Economics
UBS Wealth Management December 2008 - Present
Merrill Lynch August 2000 - December 2008
Education
Stonehill College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Mark Raisch's Merrill Lynch Experience April 1996 - March 2007
Job Director, Vendor Management Global Operations, Sungard Availability Services
Industry Information Technology and Services
Experience
Chubb Insurance July 2013 - March 2015
Merck July 2012 - June 2013
Credit Suisse December 2007 - December 2011
Merrill Lynch April 1996 - March 2007
Pfizer April 1994 - March 1996
AlliedSignal (Honeywell) February 1992 - April 1994
Bank of New York 1982 - 1992
Skills
Vendor Management, Contract Negotiations, Supplier Management, IT Service Management, Cross-functional Team..., Continuous Improvement, Program Management, IT Governance, Vendor Relations, ITIL, Change Management, Contract Management, Cost Reduction, IT Outsourcing, Outsourcing Management, IT Strategy, Risk Management, Portfolio Management, PMO, Team Leadership, Budget Process, Network Engineering, IT Management, IT Sourcing, Governance, Leadership, Contract Negotiation
Education
W. Averill Harriman School of Policy Sciences, Stony Brook, NY
MS, Business Administration
State University of New York at Stony Brook
BS, Applied & Theoretical Math
Chubb Insurance July 2013 - March 2015
Merck July 2012 - June 2013
Credit Suisse December 2007 - December 2011
Merrill Lynch April 1996 - March 2007
Pfizer April 1994 - March 1996
AlliedSignal (Honeywell) February 1992 - April 1994
Bank of New York 1982 - 1992
Skills
Vendor Management, Contract Negotiations, Supplier Management, IT Service Management, Cross-functional Team..., Continuous Improvement, Program Management, IT Governance, Vendor Relations, ITIL, Change Management, Contract Management, Cost Reduction, IT Outsourcing, Outsourcing Management, IT Strategy, Risk Management, Portfolio Management, PMO, Team Leadership, Budget Process, Network Engineering, IT Management, IT Sourcing, Governance, Leadership, Contract Negotiation
Education
W. Averill Harriman School of Policy Sciences, Stony Brook, NY
MS, Business Administration
State University of New York at Stony Brook
BS, Applied & Theoretical Math
Christine Sandler's Merrill Lynch Experience 2006 - 2007
Job Barclays, Managing Director, Equities
Industry Financial Services
Experience
Barclays Investment Bank July 2014 - Present
NYSE Euronext December 2007 - December 2013
Merrill Lynch 2006 - 2007
Archipelago 2000 - 2006
Bloomberg Tradebook 1998 - 2000
Spear Leeds and Kellogg 1993 - 1996
W.H. Reaves & Co 1989 - 1993
Skills
Electronic Trading, Financial Structuring, Financial Markets, Equity Trading, Equities, Capital Markets, Options, Market Data, Trading Systems, Trading, Hedge Funds, Prime Brokerage, Securities, Fixed Income, Bloomberg, Series 7, Investor Relations, ETFs, Equity Derivatives, Series 63, Series 24, FINRA, Alternative Investments, Financial Services, Derivatives, Bonds, Proprietary Trading, FX Options, Trading Strategies, Asset Management, Low Latency, Commodity, Hedging, Structured Products, Portfolio Management, Emerging Markets, Mutual Funds, Investment Banking, Credit Derivatives, Investments
Education
Stony Brook University 1981 — 1986
BA, Economics
Barclays Investment Bank July 2014 - Present
NYSE Euronext December 2007 - December 2013
Merrill Lynch 2006 - 2007
Archipelago 2000 - 2006
Bloomberg Tradebook 1998 - 2000
Spear Leeds and Kellogg 1993 - 1996
W.H. Reaves & Co 1989 - 1993
Skills
Electronic Trading, Financial Structuring, Financial Markets, Equity Trading, Equities, Capital Markets, Options, Market Data, Trading Systems, Trading, Hedge Funds, Prime Brokerage, Securities, Fixed Income, Bloomberg, Series 7, Investor Relations, ETFs, Equity Derivatives, Series 63, Series 24, FINRA, Alternative Investments, Financial Services, Derivatives, Bonds, Proprietary Trading, FX Options, Trading Strategies, Asset Management, Low Latency, Commodity, Hedging, Structured Products, Portfolio Management, Emerging Markets, Mutual Funds, Investment Banking, Credit Derivatives, Investments
Education
Stony Brook University 1981 — 1986
BA, Economics
Karen Fung, PMP's Merrill Lynch Experience April 2007 - January 2009
Job Senior Business Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2012 - Present
Bank of America July 2009 - Present
Merrill Lynch April 2007 - January 2009
Merrill Lynch January 2006 - January 2009
Merrill Lynch November 2005 - January 2009
Merrill Lynch May 2003 - December 2005
Merrill Lynch July 1999 - April 2003
Computer Associates 1994 - 1999
Skills
XML, Visio, SQL, Microsoft SQL Server, Java, SharePoint, C#, Databases, Perl, ASP.NET, JavaScript, MS Project, C++, HTML, Eclipse
Education
State University of New York at Stony Brook 1990 — 1994
Master's degree, Electrical and Electronics Engineering
JPMorgan Chase August 2012 - Present
Bank of America July 2009 - Present
Merrill Lynch April 2007 - January 2009
Merrill Lynch January 2006 - January 2009
Merrill Lynch November 2005 - January 2009
Merrill Lynch May 2003 - December 2005
Merrill Lynch July 1999 - April 2003
Computer Associates 1994 - 1999
Skills
XML, Visio, SQL, Microsoft SQL Server, Java, SharePoint, C#, Databases, Perl, ASP.NET, JavaScript, MS Project, C++, HTML, Eclipse
Education
State University of New York at Stony Brook 1990 — 1994
Master's degree, Electrical and Electronics Engineering
Ivan Kwan's Merrill Lynch Experience June 2012 - Present
Job VP at Merrill LynchEquity cash & derivative Support
Industry Information Technology and Services
Experience
Merrill Lynch June 2012 - Present
HSBC Securities (USA) INC, NY February 2004 - May 2012
GlobeOp Financial Services 2001 - 2004
Skills
Unix, Equities, FX Options, Trading Systems, •Java, Swing, JDBC,..., •UNIX, Linux, Windows,..., •Sybase, Transaction..., •Murex, APAMA,, •JBuilder, IBM Visual..., •Control M, IBM/MQ,..., FINANCIAL PRODUCTS: ..., FIX, Equity Derivatives, Autosys, Shell Scripting, Perl Script, Oracle, microsoft products
Education
State University of New York at Stony Brook 1997 — 2001
Bachelor of Science (BS), Computer Science & Applied Math
Merrill Lynch June 2012 - Present
HSBC Securities (USA) INC, NY February 2004 - May 2012
GlobeOp Financial Services 2001 - 2004
Skills
Unix, Equities, FX Options, Trading Systems, •Java, Swing, JDBC,..., •UNIX, Linux, Windows,..., •Sybase, Transaction..., •Murex, APAMA,, •JBuilder, IBM Visual..., •Control M, IBM/MQ,..., FINANCIAL PRODUCTS: ..., FIX, Equity Derivatives, Autosys, Shell Scripting, Perl Script, Oracle, microsoft products
Education
State University of New York at Stony Brook 1997 — 2001
Bachelor of Science (BS), Computer Science & Applied Math
Dan Cassar's Merrill Lynch Experience 2002 - 2004
Job Development Manager
Industry Computer Software
Experience
Susquehanna International Group November 2009 - Present
Morgan Stanley October 2006 - January 2009
Credit Suisse 2005 - 2007
Merrill Lynch 2002 - 2004
Skills
Trading Systems, Agile Methodologies, Financial Operations, .NET, SDLC, Equities, Sybase, Market Data, C#, Software Project..., Software Development, SQL, ASP.NET, Business Analysis, Microsoft SQL Server, IT Strategy, Securities Lending, oracle, Object Oriented Systems, Game Design, Object Oriented Modeling, Data Modeling, Enterprise Architecture, Visual Studio, XML, Systems Analysis, Oracle, Databases, Python, Integration, Web Development, SharePoint, Requirements Analysis, Perforce, Architectures, JavaScript, WinForms, WPF, Game Development, C++, Visio, Business Intelligence, LINQ, Agile Project Management, Management
Education
State University of New York at Stony Brook 1997 — 1999
Bachelor of Arts, Philosophy and Religious Studies
Stony Brook University
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Susquehanna International Group November 2009 - Present
Morgan Stanley October 2006 - January 2009
Credit Suisse 2005 - 2007
Merrill Lynch 2002 - 2004
Skills
Trading Systems, Agile Methodologies, Financial Operations, .NET, SDLC, Equities, Sybase, Market Data, C#, Software Project..., Software Development, SQL, ASP.NET, Business Analysis, Microsoft SQL Server, IT Strategy, Securities Lending, oracle, Object Oriented Systems, Game Design, Object Oriented Modeling, Data Modeling, Enterprise Architecture, Visual Studio, XML, Systems Analysis, Oracle, Databases, Python, Integration, Web Development, SharePoint, Requirements Analysis, Perforce, Architectures, JavaScript, WinForms, WPF, Game Development, C++, Visio, Business Intelligence, LINQ, Agile Project Management, Management
Education
State University of New York at Stony Brook 1997 — 1999
Bachelor of Arts, Philosophy and Religious Studies
Stony Brook University
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Jordan Jitzchaki's Merrill Lynch Experience July 2009 - July 2010
Job Lead QA Framework Developer at BGC Partners
Industry Information Technology and Services
Experience
BGC Partners July 2012 - Present
Goldman Sachs August 2010 - July 2012
RTTS May 2004 - December 2011
Merrill Lynch July 2009 - July 2010
UBS 2004 - 2009
National City Bank March 2005 - May 2006
Attorneys' Title Guaranty Fund May 2004 - January 2005
Garden Homes June 2003 - June 2004
Skills
QTP, Selenium, UI testing, .NET, Quality Assurance, Test Cases, Software Quality..., Quality Center, Testing, Usability Testing, JIRA, Test Management, Test Automation, SQL, Regression Testing, Manual Testing, System Testing, HP Quality Center
Education
Stony Brook University 1999 — 2004
BS, Compter Science
BGC Partners July 2012 - Present
Goldman Sachs August 2010 - July 2012
RTTS May 2004 - December 2011
Merrill Lynch July 2009 - July 2010
UBS 2004 - 2009
National City Bank March 2005 - May 2006
Attorneys' Title Guaranty Fund May 2004 - January 2005
Garden Homes June 2003 - June 2004
Skills
QTP, Selenium, UI testing, .NET, Quality Assurance, Test Cases, Software Quality..., Quality Center, Testing, Usability Testing, JIRA, Test Management, Test Automation, SQL, Regression Testing, Manual Testing, System Testing, HP Quality Center
Education
Stony Brook University 1999 — 2004
BS, Compter Science
Ivy Menchel, CFP®, CDFA™'s Merrill Lynch Experience August 1993 - November 1998
Job Founder Family Wealth Planning Partners Divorce Financial Analysis
Industry Financial Services
Experience
Family Wealth Planning Partners February 2009 - Present
(CFP) July 2003 - Present
JPMorgan Chase June 2003 - November 2004
Morgan Stanley November 1998 - June 2003
Merrill Lynch August 1993 - November 1998
Skills
Wealth Management
Education
New York University - Leonard N. Stern School of Business
CFP, CERTIFIED FINANCIAL PLANNER
Stony Brook University 1977 — 1981
BA, Psychology
Benjamin N Cardozo High School 1974 — 1977
Family Wealth Planning Partners February 2009 - Present
(CFP) July 2003 - Present
JPMorgan Chase June 2003 - November 2004
Morgan Stanley November 1998 - June 2003
Merrill Lynch August 1993 - November 1998
Skills
Wealth Management
Education
New York University - Leonard N. Stern School of Business
CFP, CERTIFIED FINANCIAL PLANNER
Stony Brook University 1977 — 1981
BA, Psychology
Benjamin N Cardozo High School 1974 — 1977
Ryota Ishikawa's Merrill Lynch Experience August 2007 - September 2008
Job Senior Credit & Regulatory Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service July 2015 - Present
Moody's Investors Service June 2014 - June 2015
Moody's Investors Service January 2013 - June 2014
Morgan Stanley March 2011 - January 2013
Morgan Stanley September 2008 - March 2011
Merrill Lynch August 2007 - September 2008
Skills
Business Process, Mutual Funds, Management, Project Management, Risk Management, Operational Risk..., SharePoint, Asset Managment, Operational Risk, Process Improvement, Requirements Gathering, Business Process..., Credit Rating, Business Analysis, Vendor Management, Strategy
Education
Stockton University 2003 — 2007
BA, Political Science
Moody's Investors Service July 2015 - Present
Moody's Investors Service June 2014 - June 2015
Moody's Investors Service January 2013 - June 2014
Morgan Stanley March 2011 - January 2013
Morgan Stanley September 2008 - March 2011
Merrill Lynch August 2007 - September 2008
Skills
Business Process, Mutual Funds, Management, Project Management, Risk Management, Operational Risk..., SharePoint, Asset Managment, Operational Risk, Process Improvement, Requirements Gathering, Business Process..., Credit Rating, Business Analysis, Vendor Management, Strategy
Education
Stockton University 2003 — 2007
BA, Political Science
Ayesha Rasheed Boulware's Merrill Lynch Experience 1997 - 1999
Job Sales & Relationship Manager
Industry Financial Services
Experience
Portware March 2013 - Present
Investment Technology Group, Inc. April 2000 - December 2012
Credit Suisse March 1999 - April 2000
Merrill Lynch 1997 - 1999
Council on Foreign Relations 1994 - 1996
The Washington Center January 1993 - May 1993
Skills
Series 7, Series 63, Series 55, Equities, Client Services, Electronic Trading, Equity Trading, Trading Systems, Trading, Business Analysis, Bloomberg, Order Management, Customer Relations, Team Building, EMS, Microsoft Office, Excel, Familiarity with XML, CRM software, SaaS, FX trading, Financial Services, Customer Service, Fixed Income, Market Data, Derivatives, CRM, FINRA, Securities, Mutual Funds, Microsoft Excel, Financial Markets, Hedge Funds, Risk Management, Options, FX Options
Education
State University of New York at Stony Brook 1989 — 1993
Bachelor of Science, Business Administration
Portware March 2013 - Present
Investment Technology Group, Inc. April 2000 - December 2012
Credit Suisse March 1999 - April 2000
Merrill Lynch 1997 - 1999
Council on Foreign Relations 1994 - 1996
The Washington Center January 1993 - May 1993
Skills
Series 7, Series 63, Series 55, Equities, Client Services, Electronic Trading, Equity Trading, Trading Systems, Trading, Business Analysis, Bloomberg, Order Management, Customer Relations, Team Building, EMS, Microsoft Office, Excel, Familiarity with XML, CRM software, SaaS, FX trading, Financial Services, Customer Service, Fixed Income, Market Data, Derivatives, CRM, FINRA, Securities, Mutual Funds, Microsoft Excel, Financial Markets, Hedge Funds, Risk Management, Options, FX Options
Education
State University of New York at Stony Brook 1989 — 1993
Bachelor of Science, Business Administration
John Milone's Merrill Lynch Experience September 1996 - April 1998
Job Senior Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America April 2008 - Present
Bank of America September 2003 - April 2008
Citigroup (Salomon Smith Barney) April 1998 - September 2003
Merrill Lynch September 1996 - April 1998
Coopers and Lybrand, LLC August 1995 - September 1996
Chase Manhattan Bank September 1994 - August 1995
Skills
Program Management, Unix, Trading Systems, Fixed Income, Market Data, Leadership, SDLC, Electronic Trading, Risk Management, Vendor Management, Equities, Prime Brokerage, Sybase, Enterprise Architecture, IT Strategy, Equity Derivatives, Business Analysis, Integration, Low Latency, Credit Derivatives, Derivatives, Disaster Recovery, Portfolio Management, Data Center, IT Management, Middle Office, Financial Services, Reference Data, Options, Financial Risk, Investment Banking, Capital Markets, Market Risk, Trading, Equity Trading, Hedge Funds
Education
Stony Brook University 1990 — 1994
BS, Computer Science, Applied Mathematics
Bank of America April 2008 - Present
Bank of America September 2003 - April 2008
Citigroup (Salomon Smith Barney) April 1998 - September 2003
Merrill Lynch September 1996 - April 1998
Coopers and Lybrand, LLC August 1995 - September 1996
Chase Manhattan Bank September 1994 - August 1995
Skills
Program Management, Unix, Trading Systems, Fixed Income, Market Data, Leadership, SDLC, Electronic Trading, Risk Management, Vendor Management, Equities, Prime Brokerage, Sybase, Enterprise Architecture, IT Strategy, Equity Derivatives, Business Analysis, Integration, Low Latency, Credit Derivatives, Derivatives, Disaster Recovery, Portfolio Management, Data Center, IT Management, Middle Office, Financial Services, Reference Data, Options, Financial Risk, Investment Banking, Capital Markets, Market Risk, Trading, Equity Trading, Hedge Funds
Education
Stony Brook University 1990 — 1994
BS, Computer Science, Applied Mathematics
John Gilchrist's Merrill Lynch Experience 2001 - 2006
Job Executive VP at SpeedRoute
Industry Financial Services
Experience
SpeedRoute December 2011 - Present
OES Holdings Inc January 2006 - December 2011
Merrill Lynch 2001 - 2006
Merrill Lynch/Herzog Heine Geduld 1987 - 2005
Herzog Heine & Geduld 1987 - 2002
Skills
Information Technology, Trading Systems, Electronic Trading, Market Data, Equities, Options, Trading, Low Latency, Financial Markets, Equity Trading
Education
Stony Brook University 1980 — 1984
BS, Computer Science
SpeedRoute December 2011 - Present
OES Holdings Inc January 2006 - December 2011
Merrill Lynch 2001 - 2006
Merrill Lynch/Herzog Heine Geduld 1987 - 2005
Herzog Heine & Geduld 1987 - 2002
Skills
Information Technology, Trading Systems, Electronic Trading, Market Data, Equities, Options, Trading, Low Latency, Financial Markets, Equity Trading
Education
Stony Brook University 1980 — 1984
BS, Computer Science
Joseph Magnus, FRM's Merrill Lynch Experience March 2000 - April 2010
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Merrill Lynch Bank USA 2003 - April 2010
Merrill Lynch March 2000 - April 2010
Fleet Bank December 1998 - October 1999
Aames January 1997 - November 1998
FGIC 1988 - 1997
GFOA June 1986 - June 1988
Skills
Credit Risk, Structured Finance, Financial Risk, Risk Management, Credit, Portfolio Management, Options, Equities, Financial Modeling, Loans, Securitization, Financial Structuring, Bloomberg, Investment Banking, Hedge Funds, Financial Markets, Credit Derivatives, FX Options, Fixed Income, Underwriting, Bonds, Capital Markets, Derivatives, Finance, Market Risk, Valuation, Investments, ABS, Mortgage Lending, Wealth Management, Structured Products
Education
University at Albany, SUNY 1984 — 1986
MBA, Finance
Stony Brook University 1979 — 1983
BS, Applied Math & Economics
Morgan Stanley 2011 - Present
Merrill Lynch Bank USA 2003 - April 2010
Merrill Lynch March 2000 - April 2010
Fleet Bank December 1998 - October 1999
Aames January 1997 - November 1998
FGIC 1988 - 1997
GFOA June 1986 - June 1988
Skills
Credit Risk, Structured Finance, Financial Risk, Risk Management, Credit, Portfolio Management, Options, Equities, Financial Modeling, Loans, Securitization, Financial Structuring, Bloomberg, Investment Banking, Hedge Funds, Financial Markets, Credit Derivatives, FX Options, Fixed Income, Underwriting, Bonds, Capital Markets, Derivatives, Finance, Market Risk, Valuation, Investments, ABS, Mortgage Lending, Wealth Management, Structured Products
Education
University at Albany, SUNY 1984 — 1986
MBA, Finance
Stony Brook University 1979 — 1983
BS, Applied Math & Economics
Randall Hammell's Merrill Lynch Experience April 2005 - Present
Job Supervisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2005 - Present
Education
Stockton University
Merrill Lynch April 2005 - Present
Education
Stockton University
Brian M. Perez's Merrill Lynch Experience October 2010 - November 2013
Job Manager/Associate at ING
Industry Financial Services
Experience
ING December 2013 - Present
Merrill Lynch October 2010 - November 2013
Geller & Company January 2009 - October 2010
Morgan Stanley January 2007 - February 2008
UBS October 2005 - January 2007
Skills
Financial Services, Financial Markets, Corporate Finance, Valuation, Finance, Strategic Financial..., Trading Systems, Business Strategy, Analytics, Trading, Private Equity, Investment Management, Fetch, Banking, Bloomberg, Investments, Risk Management, Social Media, Financial Planning, Equity Research
Education
State University of New York at Stony Brook 2000 — 2004
Bachelor of Science (BS), Economics
ING December 2013 - Present
Merrill Lynch October 2010 - November 2013
Geller & Company January 2009 - October 2010
Morgan Stanley January 2007 - February 2008
UBS October 2005 - January 2007
Skills
Financial Services, Financial Markets, Corporate Finance, Valuation, Finance, Strategic Financial..., Trading Systems, Business Strategy, Analytics, Trading, Private Equity, Investment Management, Fetch, Banking, Bloomberg, Investments, Risk Management, Social Media, Financial Planning, Equity Research
Education
State University of New York at Stony Brook 2000 — 2004
Bachelor of Science (BS), Economics
Marc Micali's Merrill Lynch Experience 1999 - 2000
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services December 2010 - October 2012
Allstate Financial August 2004 - December 2010
Merrill Lynch 1999 - 2000
Education
Stockton University 1992 — 1994
Bachelor of Arts, Business
West Virginia University 1990 — 1992
JPMorgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services December 2010 - October 2012
Allstate Financial August 2004 - December 2010
Merrill Lynch 1999 - 2000
Education
Stockton University 1992 — 1994
Bachelor of Arts, Business
West Virginia University 1990 — 1992
Imran I Mughal's Merrill Lynch Experience May 1999 - March 2008
Job VP at Bank Of America Merrill Lynch inc
Industry Computer Networking
Experience
Bank of America 2008 - Present
Merrill Lynch May 1999 - March 2008
TIAA-CREF April 1997 - May 1999
Antares ITI January 1995 - March 1997
Skills
Vendor Management, Disaster Recovery, Enterprise Architecture, Project Management, IT Strategy, SDLC, SQL, Security, Data Center, IIS, IT Management, Windows, Business Analysis, Visio, SharePoint, Apache, Networking, Web Applications, IT Operations, Integration, Leadership
Education
Stony Brook University 1989 — 1994
Bank of America 2008 - Present
Merrill Lynch May 1999 - March 2008
TIAA-CREF April 1997 - May 1999
Antares ITI January 1995 - March 1997
Skills
Vendor Management, Disaster Recovery, Enterprise Architecture, Project Management, IT Strategy, SDLC, SQL, Security, Data Center, IIS, IT Management, Windows, Business Analysis, Visio, SharePoint, Apache, Networking, Web Applications, IT Operations, Integration, Leadership
Education
Stony Brook University 1989 — 1994
Adam Dash's Merrill Lynch Experience July 1997 - December 1999
Job Independent Insurance Professional
Industry Insurance
Experience
Representing Various Insurance Companies January 2004 - Present
Broadway Trading January 2000 - December 2003
Merrill Lynch July 1997 - December 1999
Skills
Long-term Care, Life Insurance, Disability Insurance, Group Health Insurance, Fixed Annuities, Health Insurance, Financial Planning, Insurance, Strategic Planning, Customer Service
Education
Stony Brook University
Representing Various Insurance Companies January 2004 - Present
Broadway Trading January 2000 - December 2003
Merrill Lynch July 1997 - December 1999
Skills
Long-term Care, Life Insurance, Disability Insurance, Group Health Insurance, Fixed Annuities, Health Insurance, Financial Planning, Insurance, Strategic Planning, Customer Service
Education
Stony Brook University
Bobby Lee, PMP's Merrill Lynch Experience October 2003 - May 2004
Job Director Project Manager Enterprise Development at Cowen Group, Inc.
Industry Financial Services
Experience
Cowen Group, Inc. January 2015 - Present
Cowen Group, Inc. February 2011 - Present
Barclays Capital August 2010 - February 2011
Cowen and Company LLC September 2004 - August 2010
Merrill Lynch October 2003 - May 2004
NASDAQ July 2000 - October 2002
Skills
Trading Systems, Electronic Trading, Capital Markets, Fixed Income, Market Data, Management, Unix, Banking, Equities, Financial Markets, Sybase, Middle Office, Portfolio Management, Trading, Investment Banking, Equity Trading, Options, Derivatives
Education
Stony Brook University
Cowen Group, Inc. January 2015 - Present
Cowen Group, Inc. February 2011 - Present
Barclays Capital August 2010 - February 2011
Cowen and Company LLC September 2004 - August 2010
Merrill Lynch October 2003 - May 2004
NASDAQ July 2000 - October 2002
Skills
Trading Systems, Electronic Trading, Capital Markets, Fixed Income, Market Data, Management, Unix, Banking, Equities, Financial Markets, Sybase, Middle Office, Portfolio Management, Trading, Investment Banking, Equity Trading, Options, Derivatives
Education
Stony Brook University
Robert Moir's Merrill Lynch Experience November 1999 - Present
Job Managing Director/COO Execution Services
Industry Financial Services
Experience
Merrill Lynch November 1999 - Present
Office of General Counsel, Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
nsr distributors national funds 1991 - 1993
Skills
Series 7, Series 63, Electronic Trading, Fixed Income, Equities, Hedge Funds, Investment Banking, Trading Systems, Series 24, Alternative Investments, Derivatives, Financial Markets, Securities, Wealth Management, Equity Derivatives, Options, Equity Trading, FINRA, Prime Brokerage, Market Data, Capital Markets
Education
Stonehill College 1988 — 1991
Merrill Lynch November 1999 - Present
Office of General Counsel, Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
nsr distributors national funds 1991 - 1993
Skills
Series 7, Series 63, Electronic Trading, Fixed Income, Equities, Hedge Funds, Investment Banking, Trading Systems, Series 24, Alternative Investments, Derivatives, Financial Markets, Securities, Wealth Management, Equity Derivatives, Options, Equity Trading, FINRA, Prime Brokerage, Market Data, Capital Markets
Education
Stonehill College 1988 — 1991
Kevin Leto's Merrill Lynch Experience June 2007 - September 2007
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
American Building Maintenance August 2008 - Present
Merrill Lynch June 2007 - September 2007
Education
Stony Brook University 2006 — 2008
Bachelor of Sciences, Business Management with a specialization in Marketing
American Building Maintenance August 2008 - Present
Merrill Lynch June 2007 - September 2007
Education
Stony Brook University 2006 — 2008
Bachelor of Sciences, Business Management with a specialization in Marketing
Erik Fung's Merrill Lynch Experience June 2003 - September 2003
Job Consultant Ralph Lauren
Industry Apparel & Fashion
Experience
Ralph Lauren April 2014 - Present
Ralph Lauren February 2012 - January 2014
Ralph Lauren November 2010 - January 2012
Ralph Lauren June 2006 - October 2010
Merrill Lynch June 2003 - September 2003
Skills
Business Analysis, EDI, Retail, Apparel, JDA, Trend Analysis, ERP, Inventory Management, Microsoft Excel, Fashion, Analysis, Project Management, Integration, Project Planning, Microsoft Office, E-commerce, SAP, Management
Education
Stony Brook University 2001 — 2005
BA, Economics
Ralph Lauren April 2014 - Present
Ralph Lauren February 2012 - January 2014
Ralph Lauren November 2010 - January 2012
Ralph Lauren June 2006 - October 2010
Merrill Lynch June 2003 - September 2003
Skills
Business Analysis, EDI, Retail, Apparel, JDA, Trend Analysis, ERP, Inventory Management, Microsoft Excel, Fashion, Analysis, Project Management, Integration, Project Planning, Microsoft Office, E-commerce, SAP, Management
Education
Stony Brook University 2001 — 2005
BA, Economics
Paul Rojek's Merrill Lynch Experience January 2003 - October 2005
Job Technology Consultant at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions October 2005 - Present
Merrill Lynch January 2003 - October 2005
Merrill Lynch January 2000 - January 2003
Skills
Financial Services, Portfolio Management, Investments, Business Analysis, Trading Systems, Risk Management, Wealth Management, Relationship Management, Requirements Gathering, Analysis, Separately Managed..., Vendor Management
Education
Chubb Institute 1997 — 1999
Computer Science, Computer Programming
Stockton University 1986 — 1990
BS, Environmental Chemistry
Pershing Advisor Solutions October 2005 - Present
Merrill Lynch January 2003 - October 2005
Merrill Lynch January 2000 - January 2003
Skills
Financial Services, Portfolio Management, Investments, Business Analysis, Trading Systems, Risk Management, Wealth Management, Relationship Management, Requirements Gathering, Analysis, Separately Managed..., Vendor Management
Education
Chubb Institute 1997 — 1999
Computer Science, Computer Programming
Stockton University 1986 — 1990
BS, Environmental Chemistry
Nancy Gibbons's Merrill Lynch Experience November 2001 - January 2008
Job Technical Retirement Consultant at PenServ Plan Services
Industry Primary/Secondary Education
Experience
PenServ Plan Services April 2013 - July 2014
Point Pleasant Beach Board of Education September 2010 - March 2013
AIG SunAmerica, Inc April 2008 - May 2009
Merrill Lynch November 2001 - January 2008
Merrill Lynch Plainsboro April 1999 - November 2001
Merrill Lynch April 1998 - April 1999
Merrill Lynch April 1998 - January 1999
Skills
Presentation & Training..., Territory Management, Communication Skills, Strategic Planning, Self Management, New Business Development, Business Process..., Sales Presentations, Legislative Policy, Marketing Strategy, Marketing Communications, Teaching, Team Building, Strategic Initiatives, Strategy, Business Development, Sales Management, Sales, Sales Force Development, Portfolio Management
Education
Richard Stockton College of New Jersey 1987 — 1992
Georgian Court University
Stockton State College
Bachelor of Arts, Literature
PenServ Plan Services April 2013 - July 2014
Point Pleasant Beach Board of Education September 2010 - March 2013
AIG SunAmerica, Inc April 2008 - May 2009
Merrill Lynch November 2001 - January 2008
Merrill Lynch Plainsboro April 1999 - November 2001
Merrill Lynch April 1998 - April 1999
Merrill Lynch April 1998 - January 1999
Skills
Presentation & Training..., Territory Management, Communication Skills, Strategic Planning, Self Management, New Business Development, Business Process..., Sales Presentations, Legislative Policy, Marketing Strategy, Marketing Communications, Teaching, Team Building, Strategic Initiatives, Strategy, Business Development, Sales Management, Sales, Sales Force Development, Portfolio Management
Education
Richard Stockton College of New Jersey 1987 — 1992
Georgian Court University
Stockton State College
Bachelor of Arts, Literature
Bruce Steinberg's Merrill Lynch Experience March 1996 - November 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch March 1996 - November 2002
Merrill Lynch April 1986 - February 1996
Fortune Magazine June 1982 - March 1986
Rutgers University September 1976 - May 1982
Education
University of Michigan 1971 — 1976
Ph.D., Economics
Stony Brook University 1967 — 1971
B.A., Economics
Merrill Lynch March 1996 - November 2002
Merrill Lynch April 1986 - February 1996
Fortune Magazine June 1982 - March 1986
Rutgers University September 1976 - May 1982
Education
University of Michigan 1971 — 1976
Ph.D., Economics
Stony Brook University 1967 — 1971
B.A., Economics
Erik Rini's Merrill Lynch Experience 1992 - 1995
Job ITI Ops Project Manager Specialist at MercedesBenz USA, LLC
Industry Information Technology and Services
Experience
Mercedes-Benz USA, LLC February 2013 - Present
IBM Global Services May 2010 - January 2013
Various 2008 - 2009
Axium International July 2004 - January 2008
Workplace Software 2000 - 2004
Vertical Solutions 1995 - 2000
Merrill Lynch 1992 - 1995
Skills
Project Management, Business Analysis, Program Management, Vendor Management, Agile Methodologies, Product Management, Data Center, Enterprise Software, Management, SQL, Windows Server, Windows Registry, Windows NT, Windows 2000, Windows XP Pro, Exchange 2010/2007/2003, IIS, MS Project, Microsoft Excel, Microsoft Office, Microsoft Word, TCP/IP, Market Data, Outlook, Lotus Notes
Education
Stony Brook University 1985 — 1989
B.S., Biochemistry
James Madison High School
Mercedes-Benz USA, LLC February 2013 - Present
IBM Global Services May 2010 - January 2013
Various 2008 - 2009
Axium International July 2004 - January 2008
Workplace Software 2000 - 2004
Vertical Solutions 1995 - 2000
Merrill Lynch 1992 - 1995
Skills
Project Management, Business Analysis, Program Management, Vendor Management, Agile Methodologies, Product Management, Data Center, Enterprise Software, Management, SQL, Windows Server, Windows Registry, Windows NT, Windows 2000, Windows XP Pro, Exchange 2010/2007/2003, IIS, MS Project, Microsoft Excel, Microsoft Office, Microsoft Word, TCP/IP, Market Data, Outlook, Lotus Notes
Education
Stony Brook University 1985 — 1989
B.S., Biochemistry
James Madison High School
Gene Montenare's Merrill Lynch Experience February 2006 - October 2009
Job Vice President Fixed Income, Currencies & Commodities Business Support Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
Cablevision May 2013 - August 2014
UBS Investment Bank May 2011 - May 2013
Credit Suisse First Boston October 2009 - May 2011
Merrill Lynch February 2006 - October 2009
Symbol Technologies September 2002 - February 2006
Skills
Financial Analysis, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Valuation, Credit Analysis, Corporate Finance, Financial Risk, Asset Managment, Equities, Portfolio Management, Banking, Finance, Analysis, Due Diligence, Asset Management, Currency, Commodity
Education
Stony Brook University 1998 — 2002
BS, Economics
Bank of America Merrill Lynch August 2014 - Present
Cablevision May 2013 - August 2014
UBS Investment Bank May 2011 - May 2013
Credit Suisse First Boston October 2009 - May 2011
Merrill Lynch February 2006 - October 2009
Symbol Technologies September 2002 - February 2006
Skills
Financial Analysis, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Valuation, Credit Analysis, Corporate Finance, Financial Risk, Asset Managment, Equities, Portfolio Management, Banking, Finance, Analysis, Due Diligence, Asset Management, Currency, Commodity
Education
Stony Brook University 1998 — 2002
BS, Economics
Ahsen Sabih's Merrill Lynch Experience 2000 - 2005
Job Director Management Consulting/FS Internal Audit
Industry Investment Banking
Experience
KPMG 2010 - Present
Citi June 2007 - May 2010
Bank of America 2005 - 2007
Merrill Lynch 2000 - 2005
Financial Sciences 1998 - 2000
Financial Sciences 1996 - 1998
Skills
Structured Finance, Credit Derivatives, Middle Office, Business Analysis, Derivatives, Risk Management, Capital Markets, SDLC, Fixed Income, Equities, IT Strategy, Investment Banking
Education
Stony Brook University
MS, Computer Science
UT
University of Engineering and Technology, Lahore
KPMG 2010 - Present
Citi June 2007 - May 2010
Bank of America 2005 - 2007
Merrill Lynch 2000 - 2005
Financial Sciences 1998 - 2000
Financial Sciences 1996 - 1998
Skills
Structured Finance, Credit Derivatives, Middle Office, Business Analysis, Derivatives, Risk Management, Capital Markets, SDLC, Fixed Income, Equities, IT Strategy, Investment Banking
Education
Stony Brook University
MS, Computer Science
UT
University of Engineering and Technology, Lahore
Andy Goodman's Merrill Lynch Experience 1996 - 2002
Job EVP, CHRO at OpenLink Financial
Industry Computer Software
Experience
OpenLink Financial September 2014 - Present
Andrew Goodman September 2013 - August 2014
E*TRADE Financial November 2010 - August 2013
CA 2002 - November 2010
Merrill Lynch 1996 - 2002
Bankers Trust 1993 - 1996
Ernst & Young 1986 - 1993
GE 1983 - 1986
Skills
Succession Planning, Strategy, Talent Management, Deferred Compensation, Performance Management, Recruiting, Personnel Management, HRIS, Executive Management, Business Strategy, Change Management, Professional Services, Employee Relations, Integration, Leadership Development, Mergers & Acquisitions, Strategic Planning, Onboarding, Business Process, Employee Benefits, Organizational..., Human Resources, Project Management, Talent Acquisition, Executive Pay, Leadership, Employee Engagement, Management, Organizational Design, Vendor Management, Cross-functional Team..., Workforce Planning, Applicant Tracking..., Interpersonal Skill, Temporary Placement, Compensation & Benefit, HR Consulting, Executive Coaching, Executive Search, HR Transformation, Technical Recruiting, Organizational..., Internet Recruiting, HR Policies, Compensation & Benefits
Education
Stony Brook University 1976 — 1981
OpenLink Financial September 2014 - Present
Andrew Goodman September 2013 - August 2014
E*TRADE Financial November 2010 - August 2013
CA 2002 - November 2010
Merrill Lynch 1996 - 2002
Bankers Trust 1993 - 1996
Ernst & Young 1986 - 1993
GE 1983 - 1986
Skills
Succession Planning, Strategy, Talent Management, Deferred Compensation, Performance Management, Recruiting, Personnel Management, HRIS, Executive Management, Business Strategy, Change Management, Professional Services, Employee Relations, Integration, Leadership Development, Mergers & Acquisitions, Strategic Planning, Onboarding, Business Process, Employee Benefits, Organizational..., Human Resources, Project Management, Talent Acquisition, Executive Pay, Leadership, Employee Engagement, Management, Organizational Design, Vendor Management, Cross-functional Team..., Workforce Planning, Applicant Tracking..., Interpersonal Skill, Temporary Placement, Compensation & Benefit, HR Consulting, Executive Coaching, Executive Search, HR Transformation, Technical Recruiting, Organizational..., Internet Recruiting, HR Policies, Compensation & Benefits
Education
Stony Brook University 1976 — 1981
Thanadham (Tom) Thaveesaengsiri (Lee)'s Merrill Lynch Experience July 2002 - December 2009
Job Solutions Architect at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley November 2013 - Present
Bank of America Merrill Lynch January 2010 - November 2013
Merrill Lynch July 2002 - December 2009
Freelance November 2001 - June 2002
Merrill Lynch October 2000 - November 2001
Asian-Am Product, Inc. June 1999 - October 2000
Merrill Lynch May 1998 - June 1999
Asian-Am Product, Inc. May 1996 - May 1998
Skills
IT Strategy, SDLC, Business Analysis, Business Intelligence, Software Development, SQL, Software Project..., Strategy, CRM, Integration, Project Management, .NET, Enterprise Software, Banking, Microsoft SQL Server, Architecture, Management, Requirements Gathering, Requirements Analysis, Agile Methodologies, Data Warehousing, SOA, Agile Project Management, Cloud Computing, Visio, Solution Architecture, IT Management, Data Modeling, Analysis, DB2, XML, Web Services, C#, Software Documentation, Database Design, Systems Analysis, Unix, Enterprise Architecture, Databases, Program Management, JavaScript, ERP, Sybase, ASP.NET MVC, VBScript, Disaster Recovery, Security, SharePoint, Vendor Management, Architectures
Education
SUNY Stony Brook 1992 — 1996
Bachelor of Science (BS), Computer Science
Stony Brook University 1992 — 1996
BS, Computer Science
Morgan Stanley November 2013 - Present
Bank of America Merrill Lynch January 2010 - November 2013
Merrill Lynch July 2002 - December 2009
Freelance November 2001 - June 2002
Merrill Lynch October 2000 - November 2001
Asian-Am Product, Inc. June 1999 - October 2000
Merrill Lynch May 1998 - June 1999
Asian-Am Product, Inc. May 1996 - May 1998
Skills
IT Strategy, SDLC, Business Analysis, Business Intelligence, Software Development, SQL, Software Project..., Strategy, CRM, Integration, Project Management, .NET, Enterprise Software, Banking, Microsoft SQL Server, Architecture, Management, Requirements Gathering, Requirements Analysis, Agile Methodologies, Data Warehousing, SOA, Agile Project Management, Cloud Computing, Visio, Solution Architecture, IT Management, Data Modeling, Analysis, DB2, XML, Web Services, C#, Software Documentation, Database Design, Systems Analysis, Unix, Enterprise Architecture, Databases, Program Management, JavaScript, ERP, Sybase, ASP.NET MVC, VBScript, Disaster Recovery, Security, SharePoint, Vendor Management, Architectures
Education
SUNY Stony Brook 1992 — 1996
Bachelor of Science (BS), Computer Science
Stony Brook University 1992 — 1996
BS, Computer Science
JUDITH MARSON-ROGERS's Merrill Lynch Experience May 1999 - August 2008
Job Consultant
Industry Information Technology and Services
Experience
Royal Bank of Scotland August 2015 - Present
JP Morgan Chase August 2010 - May 2015
Merrill Lynch May 1999 - August 2008
Merrill Lynch September 2000 - April 2008
Merrill Lynch September 2000 - April 2008
Merrill Lynch 1999 - 2001
JP Morgan September 1995 - May 1999
Skills
Business Analysis, Program Management, Project Management, PMP, Quality Assurance, Management, Risk Management, Analysis, SDLC, Requirements Analysis, User Acceptance Testing, Testing, Change Management, Visio, MS Project, IT Strategy, PMO, Project Portfolio..., Disaster Recovery, ITIL, IT Management, Governance, Vendor Management, SQL, Agile Testing, Project Delivery, Technology Risk, Agile & Waterfall..., UAT Coordination, Regression Testing, System Testing, Training & Development, Non-profit Volunteering
Education
Stony Brook University 1989 — 1993
BA, Psychology
Royal Bank of Scotland August 2015 - Present
JP Morgan Chase August 2010 - May 2015
Merrill Lynch May 1999 - August 2008
Merrill Lynch September 2000 - April 2008
Merrill Lynch September 2000 - April 2008
Merrill Lynch 1999 - 2001
JP Morgan September 1995 - May 1999
Skills
Business Analysis, Program Management, Project Management, PMP, Quality Assurance, Management, Risk Management, Analysis, SDLC, Requirements Analysis, User Acceptance Testing, Testing, Change Management, Visio, MS Project, IT Strategy, PMO, Project Portfolio..., Disaster Recovery, ITIL, IT Management, Governance, Vendor Management, SQL, Agile Testing, Project Delivery, Technology Risk, Agile & Waterfall..., UAT Coordination, Regression Testing, System Testing, Training & Development, Non-profit Volunteering
Education
Stony Brook University 1989 — 1993
BA, Psychology
Snigdha Rao's Merrill Lynch Experience July 2006 - December 2009
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America March 2012 - Present
Bank of America June 2010 - Present
Bank of America December 2009 - May 2010
Merrill Lynch July 2006 - December 2009
Computer Associates May 2005 - August 2005
Skills
Business Management, Financial Management, Program Management, Strategic Planning, Capital Budgeting, Managerial Finance, Management, Forecasting, Analysis, Risk Management, Project Management, Banking, PMO, Financial Services, Portfolio Management, Requirements Analysis, Strategy
Education
Stony Brook University 2004 — 2006
B.S, Business Management & Computer Science
Bank of America March 2012 - Present
Bank of America June 2010 - Present
Bank of America December 2009 - May 2010
Merrill Lynch July 2006 - December 2009
Computer Associates May 2005 - August 2005
Skills
Business Management, Financial Management, Program Management, Strategic Planning, Capital Budgeting, Managerial Finance, Management, Forecasting, Analysis, Risk Management, Project Management, Banking, PMO, Financial Services, Portfolio Management, Requirements Analysis, Strategy
Education
Stony Brook University 2004 — 2006
B.S, Business Management & Computer Science
Sue Haskoor's Merrill Lynch Experience April 2013 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch December 2012 - April 2013
Bank of America Merrill Lynch June 2010 - December 2012
Merrill Lynch September 2007 - May 2010
Fujitsu August 1996 - August 1998
Education
Penn State University, Smeal Business School 2008 — 2010
MBA
Stockton University 1986 — 1990
BS, Computer Science
somerville High school 1982 — 1986
Merrill Lynch April 2013 - Present
Merrill Lynch December 2012 - April 2013
Bank of America Merrill Lynch June 2010 - December 2012
Merrill Lynch September 2007 - May 2010
Fujitsu August 1996 - August 1998
Education
Penn State University, Smeal Business School 2008 — 2010
MBA
Stockton University 1986 — 1990
BS, Computer Science
somerville High school 1982 — 1986
Leslie Fisher's Merrill Lynch Experience February 2005 - February 2006
Job Benefits Service Manager at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt September 2008 - Present
Hewitt Associates February 2006 - September 2008
Merrill Lynch February 2005 - February 2006
Hewitt Associates February 2001 - February 2005
Hewitt Associates August 1999 - February 2001
Salomon Smith Barney December 1996 - August 1999
Education
Stockton University 1992 — 1996
BA, International Business
Aon Hewitt September 2008 - Present
Hewitt Associates February 2006 - September 2008
Merrill Lynch February 2005 - February 2006
Hewitt Associates February 2001 - February 2005
Hewitt Associates August 1999 - February 2001
Salomon Smith Barney December 1996 - August 1999
Education
Stockton University 1992 — 1996
BA, International Business
Frank Tufano's Merrill Lynch Experience 2002 - 2007
Job System Architect at ART Advisors
Industry Investment Management
Experience
ART Advisors April 2007 - Present
Merrill Lynch 2002 - 2007
Herzog, Heine, Geduld 1997 - 2002
Skills
Trading Systems, Electronic Trading, Fidessa, Equity Trading, Equity Derivatives, Options, Derivatives, Equities, Trading, Order Management, Financial Markets
Education
Stony Brook University 1985 — 1989
BSEE, Electrical Engineering
ART Advisors April 2007 - Present
Merrill Lynch 2002 - 2007
Herzog, Heine, Geduld 1997 - 2002
Skills
Trading Systems, Electronic Trading, Fidessa, Equity Trading, Equity Derivatives, Options, Derivatives, Equities, Trading, Order Management, Financial Markets
Education
Stony Brook University 1985 — 1989
BSEE, Electrical Engineering
Angelo Mouselimis's Merrill Lynch Experience 2006 - 2008
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2008 - Present
Merrill Lynch 2006 - 2008
HSBC Securities 2004 - 2006
Skills
Financial Reporting, Equities, Financial Services, Bloomberg, Accounting, Product Control, Financial Analysis, Equity Derivatives, Fixed Income, Options, Finance, Securities, Business Analysis, Interest Rate..., CDS, Investments, Banking, Derivatives, Financial Markets, Swaps, Financial Risk, Strategic Financial..., Credit, Bonds, FX Options, Credit Derivatives, Financial Accounting, Emerging Markets, Interest Rate Swaps, Operational Risk, Portfolio Management
Education
State University of New York at Stony Brook 1997 — 2001
BA, Economics
Credit Suisse 2008 - Present
Merrill Lynch 2006 - 2008
HSBC Securities 2004 - 2006
Skills
Financial Reporting, Equities, Financial Services, Bloomberg, Accounting, Product Control, Financial Analysis, Equity Derivatives, Fixed Income, Options, Finance, Securities, Business Analysis, Interest Rate..., CDS, Investments, Banking, Derivatives, Financial Markets, Swaps, Financial Risk, Strategic Financial..., Credit, Bonds, FX Options, Credit Derivatives, Financial Accounting, Emerging Markets, Interest Rate Swaps, Operational Risk, Portfolio Management
Education
State University of New York at Stony Brook 1997 — 2001
BA, Economics
Evan Druckman's Merrill Lynch Experience August 1988 - January 2009
Job Executive Director, Taxable and Tax Exempt Fixed Income, UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management June 2009 - Present
UBS June 2009 - Present
Merrill Lynch August 1988 - January 2009
Skills
Bloomberg, Financial Risk, Securities, Fixed Income, Wealth Management, Equities, Capital Markets, Series 7, Bonds
Education
Stony Brook University
BA, Economics
UBS Wealth Management June 2009 - Present
UBS June 2009 - Present
Merrill Lynch August 1988 - January 2009
Skills
Bloomberg, Financial Risk, Securities, Fixed Income, Wealth Management, Equities, Capital Markets, Series 7, Bonds
Education
Stony Brook University
BA, Economics
Ed Crisci's Merrill Lynch Experience June 1992 - May 1994
Job Vice President at ING
Industry Financial Services
Experience
ING Investment Management October 2010 - Present
ING Investment Management June 2008 - October 2010
Digital Credit Union October 2001 - January 2008
Financial Network Investment Corporation January 1996 - January 2008
FISCO Equity May 1994 - January 1996
Merrill Lynch June 1992 - May 1994
Skills
Securities, Series 24, Series 7, Public Speaking, Thought Leadership, Sales Mangement, Mutual Funds & Separate..., Creativity, Problem Solving, Series 63, Mutual Funds, Series 65, Asset Allocation, Sales Management, Separately Managed..., ETFs, Financial Advisory, Alternative Investments, Investments, Financial Services, Wealth Management, Asset Management, Finance
Education
Stonehill College 1988 — 1992
Bachelor's degree, Finance, General
Notre Dame, High School West Haven, CT 1984 — 1988
ING Investment Management October 2010 - Present
ING Investment Management June 2008 - October 2010
Digital Credit Union October 2001 - January 2008
Financial Network Investment Corporation January 1996 - January 2008
FISCO Equity May 1994 - January 1996
Merrill Lynch June 1992 - May 1994
Skills
Securities, Series 24, Series 7, Public Speaking, Thought Leadership, Sales Mangement, Mutual Funds & Separate..., Creativity, Problem Solving, Series 63, Mutual Funds, Series 65, Asset Allocation, Sales Management, Separately Managed..., ETFs, Financial Advisory, Alternative Investments, Investments, Financial Services, Wealth Management, Asset Management, Finance
Education
Stonehill College 1988 — 1992
Bachelor's degree, Finance, General
Notre Dame, High School West Haven, CT 1984 — 1988
Carl Cherchi's Merrill Lynch Experience January 1998 - June 2001
Job Entreprenuer Forward media
Industry Online Media
Experience
Foward media April 2008 - Present
Merrill Lynch January 1998 - June 2001
Education
Stony Brook University 1983 — 1988
Bachelor, Social Sciences
Foward media April 2008 - Present
Merrill Lynch January 1998 - June 2001
Education
Stony Brook University 1983 — 1988
Bachelor, Social Sciences
Jason Leberfeld's Merrill Lynch Experience 2010 - June 2012
Job Citigroup
Industry Financial Services
Experience
Citigroup June 2014 - Present
HSBC July 2012 - June 2014
Merrill Lynch 2010 - June 2012
American General Finance January 2007 - June 2010
Education
Stony Brook University 2002 — 2006
Bachelors, Business Management/Finance
Citigroup June 2014 - Present
HSBC July 2012 - June 2014
Merrill Lynch 2010 - June 2012
American General Finance January 2007 - June 2010
Education
Stony Brook University 2002 — 2006
Bachelors, Business Management/Finance
Sean Tully, CRPC@'s Merrill Lynch Experience November 2007 - September 2012
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Merrill Lynch November 2007 - September 2012
UBS Wealth Management December 2002 - December 2007
Lord, Abbett & Co. LLC December 1997 - August 2001
Education
Richard Stockton College of New Jersey 1993 — 1995
Bachelor of Science, Chemistry
Columbia High School 1986 — 1990
Ameriprise Financial Services, Inc. October 2012 - Present
Merrill Lynch November 2007 - September 2012
UBS Wealth Management December 2002 - December 2007
Lord, Abbett & Co. LLC December 1997 - August 2001
Education
Richard Stockton College of New Jersey 1993 — 1995
Bachelor of Science, Chemistry
Columbia High School 1986 — 1990
Daniel Mazzella's Merrill Lynch Experience September 1997 - April 1999
Job Information & Liaison Officer / Senior Director, Subways Initiatives at MTA New York City Transit
Industry Transportation/Trucking/Railroad
Experience
MTA - New York City Transit December 2013 - Present
MTA - New York City Transit June 2009 - Present
MTA - NYCT June 2007 - June 2009
MTA - NYCT June 2004 - June 2007
MTA - NYCT April 1999 - June 2004
Merrill Lynch September 1997 - April 1999
Skills
Rail, Transportation, Public Transport, Operations Management, Sustainability, Engineering, Budgets, Management, Policy, Program Management, Procurement, Strategy, Business Planning, Contract Management, Project Planning, Leadership, Contract Negotiation, Rail Operations, Proposal Writing, Rolling Stock, Railway, Transportation Planning, Logistics, Signalling, Analysis, Transportation..., Government, Supervisory Skills, Urban Planning
Education
Stony Brook University 1983 — 1987
Bachelor of Arts, English / Political Science
MTA - New York City Transit December 2013 - Present
MTA - New York City Transit June 2009 - Present
MTA - NYCT June 2007 - June 2009
MTA - NYCT June 2004 - June 2007
MTA - NYCT April 1999 - June 2004
Merrill Lynch September 1997 - April 1999
Skills
Rail, Transportation, Public Transport, Operations Management, Sustainability, Engineering, Budgets, Management, Policy, Program Management, Procurement, Strategy, Business Planning, Contract Management, Project Planning, Leadership, Contract Negotiation, Rail Operations, Proposal Writing, Rolling Stock, Railway, Transportation Planning, Logistics, Signalling, Analysis, Transportation..., Government, Supervisory Skills, Urban Planning
Education
Stony Brook University 1983 — 1987
Bachelor of Arts, English / Political Science
Gina Reichmann's Merrill Lynch Experience April 1985 - January 1988
Job Teacher at Harmony Heights School
Industry Education Management
Experience
Harborfields Central School District Mathematics Teacher AssistantHarmony Heights SchoolOctober 2014 - Present
Merrill Lynch April 1985 - January 1988
Mobil Oil Corporation February 1984 - July 1985
Skills
Human Resources, Travel Arrangements, Curriculum Design, Wellness, Teaching, Public Speaking, Nonprofits, Event Planning, Customer Service, Community Outreach, Grant Writing, Leadership
Education
Stony Brook University 2006 — 2010
Master of Arts/Liberal Studies, Education
Harborfields Central School District Mathematics Teacher AssistantHarmony Heights SchoolOctober 2014 - Present
Merrill Lynch April 1985 - January 1988
Mobil Oil Corporation February 1984 - July 1985
Skills
Human Resources, Travel Arrangements, Curriculum Design, Wellness, Teaching, Public Speaking, Nonprofits, Event Planning, Customer Service, Community Outreach, Grant Writing, Leadership
Education
Stony Brook University 2006 — 2010
Master of Arts/Liberal Studies, Education
Pam Hausheer's Merrill Lynch Experience December 2002 - December 2009
Job Recruiting CoordinatorContractor at Bank of America
Industry Human Resources
Experience
Bank of America February 2011 - Present
Merrill Lynch December 2002 - December 2009
Skills
Employee Benefits, Employee Engagement, HR Policies, Human Resources, Onboarding, Personnel Management, Databases, Applicant Tracking..., HRIS, Benefits Administration
Education
Stockton University 1990 — 1994
BA, Marketing
Bank of America February 2011 - Present
Merrill Lynch December 2002 - December 2009
Skills
Employee Benefits, Employee Engagement, HR Policies, Human Resources, Onboarding, Personnel Management, Databases, Applicant Tracking..., HRIS, Benefits Administration
Education
Stockton University 1990 — 1994
BA, Marketing
Philip Tully's Merrill Lynch Experience April 1998 - August 2004
Job Chief Architect Infrastructure and Operations
Industry Information Technology and Services
Experience
ADP January 2010 - Present
ADP January 2010 - Present
Blue Water divers 2009 - 2011
IBM August 2004 - December 2009
Merrill Lynch April 1998 - August 2004
Chemical Bank December 1994 - April 1996
Manufacturers Hanover Trust April 1989 - December 1993
Skills
Operating Systems, Mainframe, Linux, REXX, DB2, Virtualization, Unix, JCL, IBM Mainframe, Enterprise Architecture, Disaster Recovery, Cloud Computing, TSO, Data Center, MVS, z/OS, z/VM, Networking, VM, TCP/IP, Websphere, Performance Tuning, Enterprise Software, SDLC, Databases, High Availability, Solution Architecture, CICS, Capacity Planning, SOA, IT Strategy, ITIL, Storage, COBOL
Education
Fairleigh Dickinson University 1989 — 1991
MBA, Mgmt of DP
Stockton University 1979 — 1983
BS, Info systems
Saint Nicholas jersey city
ADP January 2010 - Present
ADP January 2010 - Present
Blue Water divers 2009 - 2011
IBM August 2004 - December 2009
Merrill Lynch April 1998 - August 2004
Chemical Bank December 1994 - April 1996
Manufacturers Hanover Trust April 1989 - December 1993
Skills
Operating Systems, Mainframe, Linux, REXX, DB2, Virtualization, Unix, JCL, IBM Mainframe, Enterprise Architecture, Disaster Recovery, Cloud Computing, TSO, Data Center, MVS, z/OS, z/VM, Networking, VM, TCP/IP, Websphere, Performance Tuning, Enterprise Software, SDLC, Databases, High Availability, Solution Architecture, CICS, Capacity Planning, SOA, IT Strategy, ITIL, Storage, COBOL
Education
Fairleigh Dickinson University 1989 — 1991
MBA, Mgmt of DP
Stockton University 1979 — 1983
BS, Info systems
Saint Nicholas jersey city
Michael Gilston's Merrill Lynch Experience June 1994 - March 1999
Job Associate Vice President, Investment Officer at The Karpf & Gilston Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Karpf & Gilston Financial Group of Wells Fargo Advisors, LLC March 1999 - Present
Merrill Lynch June 1994 - March 1999
Education
Richard Stockton College of New Jersey 1983 — 1987
Bachelor of Arts (B.A.)Accounting
Marlboro High School 1979 — 1983
The Karpf & Gilston Financial Group of Wells Fargo Advisors, LLC March 1999 - Present
Merrill Lynch June 1994 - March 1999
Education
Richard Stockton College of New Jersey 1983 — 1987
Bachelor of Arts (B.A.)Accounting
Marlboro High School 1979 — 1983
Div Telwala's Merrill Lynch Experience June 2011 - Present
Job VicePresident Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney September 2000 - June 2011
Skills
Series 7, Series 63, Series 65, Mutual Funds, Alternative Investments, Asset Allocation, Wealth Management, Equities, Uniform Combined State..., Investment Advisory, Investments, Fixed Income, Securities, Separately Managed..., Financial Advisory
Education
State University of New York at Stony Brook 1992 — 1997
Biology
Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney September 2000 - June 2011
Skills
Series 7, Series 63, Series 65, Mutual Funds, Alternative Investments, Asset Allocation, Wealth Management, Equities, Uniform Combined State..., Investment Advisory, Investments, Fixed Income, Securities, Separately Managed..., Financial Advisory
Education
State University of New York at Stony Brook 1992 — 1997
Biology
Aroldo Balbino's Merrill Lynch Experience 2004 - 2013
Job Associate Director at UBS AG
Industry Financial Services
Experience
UBS AG December 2013 - Present
Merrill Lynch 2004 - 2013
Skills
Series 7, Portfolio Management
Education
State University of New York at Stony Brook 2001 — 2003
Bachelor's degree, Economics
UBS AG December 2013 - Present
Merrill Lynch 2004 - 2013
Skills
Series 7, Portfolio Management
Education
State University of New York at Stony Brook 2001 — 2003
Bachelor's degree, Economics
Nicholas DiGregorio's Merrill Lynch Experience September 2010 - Present
Job Merrill Edge Sales Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Skills
Customer Service, Microsoft Office, Leadership, Sales, Microsoft Word, Marketing, PowerPoint, Public Speaking, Financial Analysis
Education
Stockton University 1997 — 2000
Bachelor's degree, Accounting
Merrill Lynch September 2010 - Present
Skills
Customer Service, Microsoft Office, Leadership, Sales, Microsoft Word, Marketing, PowerPoint, Public Speaking, Financial Analysis
Education
Stockton University 1997 — 2000
Bachelor's degree, Accounting
Eric Mitofsky's Merrill Lynch Experience 1987 - 1992
Job Quantitative/Derivative Analyst at BlackRock
Industry Financial Services
Experience
BlackRock Portfolio ManagerMerrill Lynch Investment Managers1992 - 2001
Merrill Lynch 1987 - 1992
Education
Stony Brook University 1971 — 1975
BS, Mathematics, Economics
BlackRock Portfolio ManagerMerrill Lynch Investment Managers1992 - 2001
Merrill Lynch 1987 - 1992
Education
Stony Brook University 1971 — 1975
BS, Mathematics, Economics
Lou Rispoli's Merrill Lynch Experience 1994 - 1998
Job Concert Manager, Greenwich House Music School
Industry Music
Experience
Greenwich House Music School June 2011 - Present
Estate of Maurice Grosser July 1989 - January 2012
Forestdale, Inc. 2008 - 2009
Donaldson, Lufkin & Jenrette 1998 - 2002
Merrill Lynch 1994 - 1998
Virgil Thomson, Composer and Critic 1979 - 1986
Education
SUNY Stony Brook 1967 — 1999
BA, English Literature
Greenwich House Music School June 2011 - Present
Estate of Maurice Grosser July 1989 - January 2012
Forestdale, Inc. 2008 - 2009
Donaldson, Lufkin & Jenrette 1998 - 2002
Merrill Lynch 1994 - 1998
Virgil Thomson, Composer and Critic 1979 - 1986
Education
SUNY Stony Brook 1967 — 1999
BA, English Literature
Andrew Berato's Merrill Lynch Experience March 1984 - January 2002
Job Manager Customer Service at RR Donnelley
Industry Printing
Experience
RR Donnelley February 2011 - Present
Bowne January 2002 - February 2011
Bowne Marketing and Business Communications 2001 - 2011
Merrill Lynch March 1984 - January 2002
Skills
Process Improvement, Offset Printing, Account Management, Digital Printing, Print Management, Variable Data Printing, Management, Customer Service, Vendor Management, Business Analysis, Salesforce.com, Cross-functional Team..., Solution Selling, Pre-press, Direct Mail, Wide Format Printing, Outsourcing, B2B, Direct Marketing, New Business Development, CRM
Education
SUNY Stony Brook 1979 — 1983
BA, Economics
RR Donnelley February 2011 - Present
Bowne January 2002 - February 2011
Bowne Marketing and Business Communications 2001 - 2011
Merrill Lynch March 1984 - January 2002
Skills
Process Improvement, Offset Printing, Account Management, Digital Printing, Print Management, Variable Data Printing, Management, Customer Service, Vendor Management, Business Analysis, Salesforce.com, Cross-functional Team..., Solution Selling, Pre-press, Direct Mail, Wide Format Printing, Outsourcing, B2B, Direct Marketing, New Business Development, CRM
Education
SUNY Stony Brook 1979 — 1983
BA, Economics
Andy Tao's Merrill Lynch Experience February 2013 - July 2014
Job Foursquare Software Engineer
Industry Computer Software
Experience
foursquare August 2014 - Present
Merrill Lynch February 2013 - July 2014
TheAve.me Inc February 2012 - October 2012
Skills
Java, JavaScript, JSP, Spring, Hibernate, MySQL, HTML 5, CSS, jquery, Backbone.js, Redis
Education
Stony Brook University 2009 — 2012
Bachelor's degree, Computer Science, 3.73
Stony Brook University - SUNY 2009 — 2012
Bachelor of Science (BS), Computer Science
foursquare August 2014 - Present
Merrill Lynch February 2013 - July 2014
TheAve.me Inc February 2012 - October 2012
Skills
Java, JavaScript, JSP, Spring, Hibernate, MySQL, HTML 5, CSS, jquery, Backbone.js, Redis
Education
Stony Brook University 2009 — 2012
Bachelor's degree, Computer Science, 3.73
Stony Brook University - SUNY 2009 — 2012
Bachelor of Science (BS), Computer Science
Mariusz Monasterski's Merrill Lynch Experience June 2007 - August 2007
Job Global Technology Associate JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2008 - Present
Merrill Lynch June 2007 - August 2007
Skills
SQL, XML, Java, Derivatives, Sybase, Requirements Analysis, Unix
Education
Stony Brook University 2004 — 2008
Bachelor of Science, Information Systems
JPMorgan Chase August 2008 - Present
Merrill Lynch June 2007 - August 2007
Skills
SQL, XML, Java, Derivatives, Sybase, Requirements Analysis, Unix
Education
Stony Brook University 2004 — 2008
Bachelor of Science, Information Systems
Sandy Emley's Merrill Lynch Experience October 1988 - December 2000
Job SEC Reporting Manager at State Street Corp.
Industry Financial Services
Experience
State Street Corp. January 2001 - Present
Manning & Napier Advisors May 2009 - November 2009
Merrill Lynch October 1988 - December 2000
Skills
Multi Tasking, Self-starter, Drive Results, Organization, Communication Skills, Relationship Management, High Level Of Accuracy, Close Attention to..., Fund Accounting, Financial Services, Fund Administration, Financial Statements, Cash Management, Corporate Actions, Equities, Financial Reporting, GAAP, Mutual Funds, US GAAP
Education
Stockton University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
State Street Corp. January 2001 - Present
Manning & Napier Advisors May 2009 - November 2009
Merrill Lynch October 1988 - December 2000
Skills
Multi Tasking, Self-starter, Drive Results, Organization, Communication Skills, Relationship Management, High Level Of Accuracy, Close Attention to..., Fund Accounting, Financial Services, Fund Administration, Financial Statements, Cash Management, Corporate Actions, Equities, Financial Reporting, GAAP, Mutual Funds, US GAAP
Education
Stockton University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Karen Lally's Merrill Lynch Experience 2010 - Present
Job Vice President Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Education
Stony Brook University
Bachelor of Arts (B.A.), Economics
Merrill Lynch 2010 - Present
Education
Stony Brook University
Bachelor of Arts (B.A.), Economics
Jay Weintraub's Merrill Lynch Experience 1991 - 2002
Job
Industry Investment Banking
Experience
KBW 2003 - 2012
Merrill Lynch 1991 - 2002
Salomon Brothers 1983 - 1991
Standard & Poor's 1981 - 1983
Office of the Comptroller of the Currency 1970 - 1981
Education
State University of New York at Stony Brook 1966 — 1970
Bachelor of Arts (B.A.), Economics
KBW 2003 - 2012
Merrill Lynch 1991 - 2002
Salomon Brothers 1983 - 1991
Standard & Poor's 1981 - 1983
Office of the Comptroller of the Currency 1970 - 1981
Education
State University of New York at Stony Brook 1966 — 1970
Bachelor of Arts (B.A.), Economics
Michelle Marinucci's Merrill Lynch Experience March 2000 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2000 - Present
Goldman Sachs October 1997 - March 2000
Skills
Series 7, Series 63, Asset Allocation, Asset Management, Wealth Management, Alternative Investments
Education
Stonehill College 1991 — 1995
Bachelor's degree
Merrill Lynch March 2000 - Present
Goldman Sachs October 1997 - March 2000
Skills
Series 7, Series 63, Asset Allocation, Asset Management, Wealth Management, Alternative Investments
Education
Stonehill College 1991 — 1995
Bachelor's degree
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank