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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Jones Lang LaSalle June 2011 - Present
Supplemental Health Care April 2010 - June 2011
Merrill Lynch July 2009 - April 2010
Westpark Communications June 2009 - April 2010
Center for Advanced Technology September 2008 - May 2009
Center for Advanced Technology September 2005 - May 2009
Sigmund Weis School of Business August 2006 - December 2008
YES Prep Public Schools June 2005 - July 2006
Skills
Results Oriented, Client Relationship..., Team Leadership, Time Management, Bilingual-Spanish, Customer Satisfaction, CRM, Customer Service, Goal Oriented, Outlook, PowerPoint, Training
Education
Susquehanna University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Merrill Lynch June 2014 - August 2014
New Wave Lacrosse May 2012 - May 2014
Celtic Custom June 2010 - January 2014
Stony Brook University August 2011 - May 2013
Skills
PowerPoint, Microsoft Office, Time Management, Customer Service, Microsoft Word
Education
University of Iowa 2013 — 2015
Finance, General
Stony Brook University 2011 — 2013
Business Management
Merrill Lynch January 2014 - Present
H motores Valencia December 2009 - July 2013
Cybergames S.A December 2008 - February 2009
Skills
SPSS, Matlab, SAP, Microsoft Office
Education
Suffolk University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Colegio Internacional de Carabobo 1997 — 2008
Merrill Lynch February 2015 - Present
HighTower December 2008 - Present
Hightower 2008 - 2014
Skills
Investments, Trading, Management, Asset Allocation, Alternative Investments, Series 7, Wealth Management, Portfolio Management, Investment Advisory, Investment Strategies, Equities, Hedge Funds, Bloomberg, Mutual Funds, Asset Management, Fixed Income, Financial Modeling, Series 63, Strategic Financial..., Securities, Retirement Planning
Education
Susquehanna University 1982 — 1986
Bachelor's degree, Finance and Economics
Merrill Lynch April 2015 - Present
Old Dominion University January 2012 - Present
Merrill Lynch May 2013 - August 2013
US Navy May 2008 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets, Negotiation, Editing
Education
Old Dominion University - College of Business and Public Administration 2012 — 2015
Bachelor's Degree, Finance, General
University of Colorado at Boulder 2006 — 2007
LPL Financial March 2014 - Present
LPL Financial July 2013 - March 2014
FinTrust Investment Advisors, LLC October 2009 - July 2013
Morgan Stanley March 2008 - February 2009
Merrill Lynch January 2006 - March 2008
IBM January 2004 - June 2005
Dreyfus April 1998 - January 2004
Skills
Investments, Institutional trading, Compliance, Financial Analysis, Portfolio Management, Investment Advisory, Mergers & Acquisitions, Underwriting, Financial Markets, FINRA, Account Management, Strategic Financial..., Due Diligence, Asset Allocation, Microsoft Excel, Trading, Recruiting, Fixed Annuities, Policy, Securities, Budgets, Training, Strategy, Credit, Customer Service, Investment Strategies, Asset Management, Risk Management, Invoicing, Relationship Management, 401k, Call Centers, Analysis, Retirement, Fixed Income, Hedge Funds, Accounting, Retirement Planning, Financial Services, Series 6, Executive Management, Cross-functional Team..., Mutual Funds, Series 7, Wealth Management, CRM, Banking, Financial Advisory, Finance, Equities
Education
Stony Brook University 1994 — 1997
Bachelor of Arts (B.A.), English
Suffolk County Community College 1992 — 1994
Associate of Science (A.S.), Business Administration and Management, General
Garden of Peace Memorial inc December 2012 - Present
Merrill Lynch January 2012 - July 2015
National Organization for Victim Assistance NOVA November 2013 - May 2015
Andover Coalition for Education January 2011 - November 2013
Brickstone Fitness/ Private Homes September 2010 - December 2011
InsidersHealth.com April 2011 - September 2011
AdConcepts, Inc. January 2011 - May 2011
Town Sports International 2002 - 2011
Wilhelmina Models December 2005 - May 2007
Castle School January 2002 - July 2004
Skills
Event Planning, Fundraising, Public Speaking, Sales, Teaching, Sports, Community Outreach, TRX Suspension Training, Yoga, Microsoft Excel, Fitness, Leadership, Team Building, Nonprofits, Social Networking, Marketing, Social Media, PowerPoint, Recruiting, Microsoft Office, Coaching, Customer Service, Wellness, Strategic Planning, Entrepreneurship, Public Relations, Social Media Marketing, Microsoft Word, Research, Program Development, Volunteer Management, Leadership Development, Marketing Communications, Event Management, Philanthropy, Series 7, Creative Writing, Insurance, 401k, Strategic Partnerships, Retirement Planning, Asset Allocation, Financial Planning, Retirement, Fixed Annuities, Life Insurance
Education
Andover High
Suffolk University
BA, Psychology, Sociology
Altus Capital Group January 2014 - Present
Summer Street Research Partners March 2006 - Present
Independent 2004 - Present
Leerink Swann & Co. 1998 - 2004
H.C. Wainwright 1996 - 1998
Merrill Lynch 1993 - 1995
Skills
Equity Trading, Equities, Electronic Trading, Series 7, Hedge Funds, Trading, Proprietary Trading, Bloomberg, Options, Trading Strategies, Trading Systems, Securities, ETFs, Series 63, Equity Research, FINRA, Traders, Investments, Market Making
Education
Suffolk University - Sawyer Business School 1988 — 1992
Xaverian Brothers 1984 — 1988
Merrill Lynch 2010 - Present
Madeline Hlibok Freelance Interpreting 2007 - Present
Sorenson Communications 2008 - 2009
Merrill Lynch June 2007 - August 2007
Skills
Manage Client..., Customer Service, American Sign Language, Microsoft Excel, Customer Retention, Interpreting, Wealth Management, Salesforce.com, Interpersonal...
Education
Suffolk University 2005 — 2009
Bachelor of Arts (BA), Communication and Media Studies
The Community College of Baltimore County
Interpreter Preparation Certificate, American Sign Language Interpreter Preparation
Russo Financial Management July 2007 - Present
A.G. Edwards January 2002 - June 2007
Merrill Lynch April 1999 - December 2001
Fidelity Investments December 1996 - March 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, 401k, Finance, Financial Services, Securities, Small Business, Defined Benefit, Strategy, Personal Finance, Portfolio Management, Financial Analysis, Series 7, Series 63, Strategic Planning, 401k Rollovers, Wealth Management, Marketing Strategy, Marketing, Sales Management, Series 65, Sales, Team Building
Education
Suffolk University - Sawyer Business School 1991 — 1995
BS, Business Management
Newton North HS 1987 — 1991
Merrill Lynch May 2015 - Present
Merrill Lynch May 2014 - May 2015
Merrill Lynch May 2011 - May 2014
Education
Susquehanna University 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance Emphasis
TIAA-CREF June 2007 - Present
TIAA-CREF February 2011 - July 2013
M&T Bank June 2001 - June 2007
Merrill Lynch 1997 - 2001
Skills
Series 7, Wealth Management, Finance, Retirement Planning, Mutual Funds, Securities
Education
State University of New York Institute of Technology at Utica/Rome 1991 — 1994
Bachelor of Arts (BA), Psychology
Fidelity Investments February 2014 - Present
Fidelity Investments March 2011 - February 2014
Merrill Lynch April 2007 - March 2011
US Army July 2004 - July 2005
US Army May 2003 - May 2004
US Army April 2002 - April 2003
IDX Systems Corpration (now part of GE Healthcare) June 1998 - March 2003
US Army October 1991 - September 1995
Skills
Fixed Income, Leadership, Process Improvement, SaaS, Security Clearance, Retirement Planning, Military, New Business Development, Marketing Strategy, Business Analysis, Vendor Management, Requirements Analysis, Series 7, Series 63, Series 65, Operations Management, Military Logistics, Military Operations, Technology Integration, Data Integration
Education
Suffolk University 2006 — 2010
Master of Business Administration (M.B.A.), Finance
Rochester Institute of Technology 1997 — 2000
Bachelor's Degree, Computer Science, BioMedical Technologies
Delaware Investments, a member of the Macquarie Group January 2013 - Present
Merrill Lynch November 2009 - January 2013
Skills
Wealth Management, CRPC, Retirement Planning, Mutual Funds, Series 7, Investments, Series 63, Life Insurance, Series 65, Asset Management, 401k, 401k Rollovers, IRAs
Education
Susquehanna University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Roland Berger Strategy Consultants June 2012 - July 2012
Merrill Lynch March 2012 - May 2012
Tell-Tale Investment Advisors October 2011 - February 2012
Ministry of Foreign Affairs of Denmark. February 2011 - July 2011
Skills
Eviews, Economics, Quantitative Analytics, Financial Modeling, Chinese, Financial Analysis, SPSS, Corporate Finance, SAS, Microsoft Excel, Mandarin, Valuation, Data Analysis, Market Research, Finance, Investments, Econometrics
Education
Vanderbilt University 2011 — 2013
Master of Arts (M.A.), Economics, 3.94/4
Sun Yat-Sen University 2007 — 2011
Bachelor of Arts (B.A.), Economics with focus on Risk Management, 3.7
1847Financial August 2015 - Present
Northwestern Mutual May 2014 - June 2015
Anthony Michael's Catering May 2012 - June 2015
Susquehanna University May 2014 - May 2014
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, English, Time Management, Team Leadership, Facebook, Accounting, Public Relations, Outlook, Finance, Access, Leadership
Education
Susquehanna University 2011 — 2015
Bachelor’s Degree, Finance, 3.3
Bishop Eustace 2007 — 2011
Merrill Lynch February 2014 - Present
Novartis - NIBR Cambridge June 2013 - January 2014
Howl at the Moon & Down Ultra Lounge September 2012 - March 2013
The Atlantic Group June 2010 - August 2010
Skills
Social Media, Sales, Social Media Marketing, Marketing, Customer Satisfaction, Event Planning, Social Networking, Event Management, Microsoft Excel, SharePoint, Internal & External..., SAP GUI, Facebook, Budgets, Public Speaking, PowerPoint
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Mahwah High School
Mahwah High School
Merrill Lynch - Global Wealth and Retirement Solutions February 2015 - Present
Merrill Lynch January 2013 - February 2015
Merrill Lynch November 2005 - January 2013
Skills
Qualified Retirement..., regression testing, IRAs, 529 Plans, 401k, Mutual Funds, asset retention, Defined Benefit, Retirement, Series 63, Retirement Planning, Wealth Management, Uniform Combined State...
Education
Susquehanna University 2001 — 2005
Bachelor of Arts (B.A.), Marketing
The Peddie School 2000 — 2001
Conestoga High School 1996 — 2000
Merrill Lynch April 2013 - Present
B. Braun Group June 2010 - August 2010
Skills
Customer Service, Wealth Management, Series 7
Education
Susquehanna University 2007 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Allentown Central Catholic High School 2003 — 2007
Neuberger Berman December 2013 - Present
Neuberger Berman June 2012 - December 2013
Merrill Lynch January 2009 - March 2012
Skills
Financial Services, Wealth Management..., Mutual Funds, Portfolio Management, Series 7, Asset Management, Equities, Trading, Series 63, Investments, Securities, Client Services, Microsoft Office, Fixed Income
Education
Susquehanna University 2001 — 2005
Bachelor of Science, Business Administration
Merrill Lynch December 2011 - Present
China Construction Bank July 2011 - August 2011
The Ritz-Carlton Hotel Company LLC October 2009 - November 2009
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Stata, Eviews, Photoshop, Dreamweaver, R
Education
Vanderbilt University 2010 — 2012
Master's degree, economics
Sun Yat-Sen University 2006 — 2010
Bachelor of Arts (B.A.), Business/Corporate Communications
Broadridge August 2015 - Present
Covestor November 2012 - April 2015
Merrill Lynch July 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - June 2011
Longwood Cricket Club June 2001 - September 2010
Merrill Lynch September 2007 - May 2010
Skills
New Business Development, Start-ups, Financial Analysis, Asset Managment, Mutual Funds, Equities, Risk Management, Valuation, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Business Strategy, Securities, Entrepreneurship, Mergers, Financial Modeling, Asset Management, Finance, Investments, Insurance
Education
Suffolk University 2008 — 2010
Bachelor’s Degree, Finance, cum laude
Villanova University 2004 — 2005
BB&N 2001 — 2004
High School Diploma
Park School 1992 — 2001
Credit Suisse June 2014 - Present
Morgan Stanley Wealth Management March 2012 - June 2014
Merrill Lynch December 2006 - March 2012
Mercer May 2005 - December 2006
Putnam Investments January 1995 - November 2004
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Uniform Combined State..., Investments, Securities, Equities, Strategic Financial..., FINRA, Portfolio Management, Fixed Income, Investment Advisory
Education
Suffolk University 1988 — 1992
Bachelor's Degree, Business Adminstration and Finance, Cum Laude
New York City Department of Transportation June 2014 - Present
NYC Department of Education August 2005 - June 2014
IBM March 2004 - August 2005
Merrill Lynch May 1998 - March 2004
Skills
Microsoft SQL Server, Enterprise Architecture, Disaster Recovery, SQL, Vendor Management, SDLC, Active Directory, Windows Server, ITIL, SharePoint, Visio, IT Management, Business Analysis, Data Warehousing, Business Intelligence, Project Planning, Database Design, System Administration, Databases, IT Strategy, Oracle, Database Administration, IIS, Requirements Analysis, Integration, SSIS, Data Modeling, Crystal Reports, Unix, Requirements Gathering, Software Documentation, ETL
Education
State University of New York at Stony Brook 1988 — 1992
Bachelor's degree, Sociology
Stony Brook University 1988 — 1992
Bachelor of Arts (B.A.), Sociology
Lowe's Companies, Inc. June 2015 - Present
Target June 2014 - June 2015
Target December 2007 - June 2014
Merrill Lynch September 2012 - March 2013
Skills
Internship with Merrill..., Client Relations Skills, Human Resource, Accounting, Customer Service, Marketing, Interviews, Building Relationships, Temporary Placement, Time Management, Organizational..., Recruiting, Access, Leadership, Outlook, Conflict Resolution, Training, Data Entry, Cold Calling, Customer Retention, Finance, Retail, Human Resources, Client Relations, Performance Management, Microsoft Word, Onboarding, Employee Relations, Team Building, Management
Education
Stony Brook University 2012 — 2015
Bachelor's degree, Business Management/Finance
Suffolk County Community College 2010 — 2012
A.A.S, Business Administration
Merrill Lynch July 1995 - Present
Skills
Estate Planning, Asset Allocation, Investment Advisory, Investment Strategies, ETFs, Wealth Management, Alternative Investments, Retirement Planning, Mutual Funds, Investments, Fixed Income, Equities, Financial Services, Investment Management, 401k, Financial Analysis, Hedge Funds, Securities, Strategic Financial..., Portfolio Management, Financial Advisory, Wealth, Treasury Management, Asset Management, Bonds, Financial Modeling, Certified Financial..., Capital Markets, High Net Worth..., FINRA, Fixed Annuities, Private Banking, Retirement, Wealth Management..., Bloomberg, Financial Planners, Wealth Accumulation, IRAs, Separately Managed...
Education
Susquehanna University 1991 — 1995
Bachelor of Science (BS), Finance
Red Ventures February 2013 - Present
DSW November 2012 - Present
NCO Group December 2011 - February 2013
Charlotte Athletic Club June 2011 - December 2011
Merrill Lynch November 2010 - February 2011
Merrill Lynch June 2010 - October 2010
iQor February 2009 - March 2010
Bank of America July 2008 - January 2009
Charlotte Housing Authority November 2008 - December 2008
Bank of America October 2008 - December 2008
Skills
MS Office Suite, Linux, Cisco Switches, Software Documentation, Management, Customer Service, Security, Sales, Administrative..., Windows 7, Data Entry, Program Management, XP, Accounts Payable, Operations Management, Active Directory, Troubleshooting, Team Leadership, Databases, DNS, Computer Hardware, Networking, TCP/IP
Education
Strayer University-North Carolina 2012 — 2014
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
ITT Technical Institute 2009 — 2011
Associates Degree in Applied Science, Computer Networking Systems
It Works Global February 2015 - Present
Sage Payroll Services powered by PayChoice December 2014 - Present
Wells Fargo Home Mortgage February 2012 - October 2012
Merrill Lynch August 2011 - January 2012
Lender Processing Services, Inc. (LPS) June 2009 - July 2011
Skills
•Microsoft Publisher,..., Loan Servicing, Loans, Software Documentation, Call Center, FHA, Outlook, SharePoint, Quality Assurance, Analysis, Customer Service, Time Management, Foreclosures, Loan Modifications, Sales, Bankruptcy, Auditing, Microsoft Word, PowerPoint, Negotiation, LPS, Credit, Internal Audit, Banking, Mortgage Banking, Mortgage Servicing, Microsoft Excel, Data Entry, 10 Key, Portfolio Management, Financial Services, Underwriting, LPS Desktop, Mortgage Lending, Residential Mortgages, Loss Mitigation, Call Centers
Education
Strayer University 2015 — 2017
Bachelor's Degree, Business Administration, Management and Operations
Duncan U. Fletcher Senior High 1995 — 1998
The Vanguard Group 2008 - Present
The Vanguard Group 2005 - 2008
The Vanguard Group 2001 - 2004
Merrill Lynch 1999 - 2001
Skills
Series 7, Series 63, Series 6, Securities, Mutual Funds, Management, Investments, Financial Services, Employee Benefits, CRM, 401k
Education
Susquehanna University 1995 — 1999
William Tennent High School 1992 — 1995
U.S. Bank January 2014 - Present
Merrill Lynch May 2012 - August 2012
New York Mercantile Exchange May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Business Analysis, Data Analysis, Customer Service, Social Media, Research, Bloomberg, Outlook, Public Speaking, Team Leadership
Education
Susquehanna University 2009 — 2013
Bachelor of Arts (B.A.), Financial Economics
UBS June 2013 - Present
Morgan Stanley January 2005 - June 2013
Merrill Lynch November 1993 - January 2005
New England Financial January 1992 - November 1993
Education
Suffolk University - Sawyer School of Management 1995 — 1997
Master of Science in Finance, Finance
University of Massachusetts, Amherst 1984 — 1988
BA, English/Political Science
Bank of America September 2015 - Present
AIG May 2010 - June 2015
SUNY Stony Brook Advisory Board 2008 - 2011
Cogent Partners August 2008 - October 2009
Allianz April 2003 - January 2008
Zurich Insurance Company Ltd January 1999 - March 2001
AIG October 1994 - January 1999
Lehman Brothers October 1989 - October 1994
Merrill Lynch July 1987 - September 1989
AT&T Bell Laboratories June 1985 - June 1988
Skills
Valuation, Investment Banking, Capital Markets, Risk Management, Portfolio Management, Financial Modeling, Private Equity, Commercial Real Estate, Structured Products, Credit Risk, Financial Risk, Asset Management, Derivatives, Fixed Income, Structured Finance, Hedge Funds, Equities, Investments, Alternative Investments
Education
Stony Brook University 1983 — 1985
Ph.D., Applied Mathematics and Statistics
Stony Brook University 1983 — 1985
MSME, Mechanical Engineering
Stony Brook University 1981 — 1983
MS, Applied Mathematics and Statistics
Stony Brook University 1978 — 1981
BS, Mathematics and Applied Mathematics
Northport H.S. 1975 — 1978
Student International Business Council (SIBC) July 2011 - May 2012
Merrill Lynch September 2011 - December 2011
Nike September 2009 - May 2010
Sea World San Diego April 2009 - July 2009
Sea World San Diego April 2007 - September 2007
Skills
Thompson One, Bloomberg, Bilingual, Financial Analysis, Microsoft Office, Adaptable to Changes, Business Analysis, Research, Market Analysis, Fast Learner, Team Leadership, Financial Risk, Consulting, Data Analysis, Finance
Education
University of San Diego 2010 — 2013
B.B.A, International Business & Finance
Suffolk University - Sawyer School of Management 2008 — 2010
B.S.B.A, International Business & Marketing
PwC September 2015 - Present
Morgan Stanley January 2011 - September 2015
Bank of America September 2009 - January 2011
PwC May 2008 - June 2009
Merrill Lynch March 2007 - May 2008
PricewaterhouseCoopers September 1996 - March 2007
The NPD Group September 1995 - September 1996
ACNielsen June 1993 - September 1995
Skills
IT Risk, IT Audit, Information Security..., SOX, Operational Risk..., Sarbanes-Oxley Act, RCSA, IT Risk Management, Risk Assessment, Compliance Testing, Information Technology, Information Security, Risk Management, Internal Audit, Governance, SAS70, Internal Controls, IT Management, Enterprise Risk..., Operational Risk, Business Continuity, Enterprise Architecture, Sarbanes-Oxley, ISO 27001, COBIT
Education
Stony Brook University 1988 — 1993
BS, Applied Mathematics
Lynbrook High School 1984 — 1988
Cambridge Associates January 2015 - Present
Cambridge Associates February 2013 - Present
Sentinel Benefits & Financial Group June 2012 - March 2013
Sentinel Benefits & Financial Group August 2010 - May 2012
Merrill Lynch August 2009 - February 2010
Education
Suffolk University 2006 — 2010
Bachelor of Science in Finance, Finance
Mariner Wealth Advisors - Madison January 2015 - Present
Brinton Eaton Wealth Advisors October 1996 - January 2015
JJ Kenny June 1995 - September 1996
Merrill Lynch May 1994 - June 1995
Skills
Investment Strategies
Education
Susquehanna University 1991 — 1994
Wissahickon 1986 — 1989
ESP, LLC January 2013 - Present
United States Department of Defense August 2011 - Present
JerseyBites.com 2010 - Present
Varsity Advisors, LLC December 2009 - January 2012
ESP, Inc. August 2003 - August 2011
Merrill Lynch International Private Client 1988 - 1996
Merrill Lynch International Private Client 1988 - 1996
Merrill Lynch 1988 - 1996
Skills
Illustrator, Photoshop, Graphic Design, Illustration, Art Direction, Fine Art, Copywriting, Strategic Communications, InDesign, Adobe Creative Suite, Microsoft Office, Painting, PowerPoint, Logo Design, Art, Brochures, Marketing, Social Media, Photography, Dreamweaver, Posters, Creative Direction, Graphics, Visual Communication, QuarkXPress, Web Design, Publications, Layout, Advertising, Video Production, Adobe Acrobat, Mac, Newsletters, Video, Digital Photography, WordPress, Website Development, Creative Writing, Blogging, Brand Development, Publishing, DoD, Facebook, Social Networking, Email Marketing, Magazines, Military, Technical Writing, Flyers, Copy Editing
Education
Susquehanna University 1984 — 1988
Bachelor of Science (B.S.), Business Administration
Red Bank Regional
Merrill Lynch October 2014 - Present
Manasquan River Golf CLub May 2005 - September 2014
The Atlantic Club December 2011 - January 2014
Skills
Fitness, Sports, Tennis, Scratch Golfer, Athletics, Sports Management, Wealth Management, Portfolio Management, Financial Forecasting, Market Research, Communication, Microsoft Office
Education
Wagner College 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Susquehanna University 2009 — 2010
Loomis Chaffee School 2005 — 2009
UBS International May 2015 - Present
Merrill Lynch October 2013 - April 2015
Merrill Lynch March 2012 - September 2013
Merrill Lynch October 2002 - February 2012
Morgan Stanley February 2001 - October 2002
Skills
Series 9 & 10 Licensed, Series 7 Licensed, Series 66 Licensed, Mutual Funds, Alternative Investments, Wealth Management..., Asset Allocation, Retirement Planning, Securities, Series 7, Wealth Management, Uniform Combined State..., FINRA, Investment Advisory, Investment Strategies, Series 63, ETFs, Separately Managed..., Investments
Education
Sullivan University
Master of Business Administration (MBA), Business Administration and Management, General
Texas A&M
Bachelor's degree
Bill & Melinda Gates Foundation March 2015 - Present
Bill & Melinda Gates Foundation March 2014 - March 2015
Bill & Melinda Gates Foundation July 2013 - March 2014
SeaBright Insurance Company November 2008 - July 2013
Luscher Air Conditioning July 2007 - October 2008
Pilot Employee Benefits February 2006 - July 2007
New York Islanders February 2004 - June 2004
Merrill Lynch February 2001 - September 2001
Skills
Microsoft Word, Microsoft Excel, Outlook, Types 85 WPM, Travel Management, Calendar Planning, PowerPoint, Discretion, Workers Compensation, Underwriting, Visio, Administrative..., SharePoint, Leadership, Budgets, Time Management, Marketing, Insurance, Event Management, Administrative..., Microsoft Office, Customer Service, Event Planning, Social Impact
Education
Suffolk County Community College 2001 — 2005
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
The Golf Channel March 2000 - July 2009
The Golf Channel 2000 - 2009
The Health Network 1999 - 2000
Merrill Lynch 1993 - 1997
New Jersey headquarters 1993 - 1996
AMERICAN EXPRESS COMPANY January 1986 - January 1989
ANIMATED VIDEO PRODUCTIONS January 1982 - January 1986
Freelance 1982 - 1986
Skills
Broadcast, Avid Media Composer, Video Production, Editing, Video, Troubleshooting, Reality, Journalism, Digital Video, Post Production, Media Production, HD Video, Non-linear Editing, Film Production, Documentaries, Film, New Media, Avid, Commercials, Music Videos, Camera, Broadcast Television, Video Editing, Television
Education
Suffolk County Community College 1974 — 1976
AA, Media
Suffolk County Community College
AA
Sapient September 2012 - Present
Carlisle & Gallagher Consulting Group February 2012 - September 2012
EMC Computer Systems January 2011 - February 2012
EMC formerly BusinessEdge Solutions October 2006 - April 2011
Acumen Solutions September 2005 - September 2006
Tekmark September 2004 - August 2005
AIG June 2003 - October 2004
sapient September 1999 - March 2002
Merrill Lynch September 1995 - September 1999
Skills
P&L Management, Program Management, Customer Relations, Business Strategy, IT Strategy, Management Consulting, Customer Service
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Business
William Paterson University of New Jersey 1993 — 1995
University of Pittsburgh 1991 — 1992
rfh
T3 Trading Group, LLC November 2012 - Present
Fidelis Securities May 2008 - November 2012
Merrill Lynch December 2006 - May 2008
ALTANA Pharma US, Inc January 2006 - December 2006
Farmhouse Equity Research May 2003 - April 2005
Skills
C++, R, SQL, Series 3, Series 7, Series 66, Equities, Portfolio Management, Bloomberg, Capital Markets, Investments, Options, Investment Management, Financial Modeling, Trading, CTA, Currency, Hedge Funds, Alternative Investments, Commodity, Equity Derivatives, Equity Research, Finance, Financial Analysis, Microsoft Office, Portfolio Optimization, ETFs, Technical Analysis, Equity Trading, Derivatives, Securities, Volatility, Proprietary Trading, Trading Systems, Asset Allocation, Financial Markets, FX Options, Electronic Trading, Trading Strategies, FX trading, Hedging, Asset Management, Investment Strategies, Quantitative Finance, Bloomberg Terminal, Investment Banking
Education
University of Miami - School of Business 2003 — 2005
Master of Business, Finance, Investments, Law
Susquehanna University 1994 — 1998
Bachelor of Science, Finance, Information Technology
University of London 1997 — 1997
Finance
FinMark Business Solutions 2008 - Present
Bank of America 2006 - 2008
Merrill Lynch 2001 - 2006
PrinVest Corp 1995 - 2001
Turtle Fur Group 1994 - 1995
Prince Sports, Yonex Corp & Rossignol Ski Company 1979 - 1992
Skills
US & International..., Developing & Delivering..., Strategic Planning &..., Budget Planning &..., Financial Services, Financial Planning &..., Banking, Lending, Depository & Treasury..., Relationship Management, Program/Product..., Advertising and Public..., Event & Trade Promotions, Loans, Strategic Planning, Management, Finance, Leadership, Strategic Financial..., Investments, CRM, Portfolio Management, Marketing, Sales, Strategy, Management Consulting, Credit
Education
Susquehanna University 1969 — 1973
Bachelor of Science, Business Administration with emphasis in Finance and Economics
Williamsport High School, Williamsport, PA
NTrust Wealth Management June 2009 - Present
Merrill Lynch June 1998 - May 2009
Skills
Wealth Management, Investments, Retirement, Finance, Wealth, Risk Management, Financial Services, Financial Planners, Personal Finance, Securities, Nonprofits
Education
Strome College of Business 1990 — 1994
Finance, Accounting and Sociology
Chowan College 1988 — 1991
Great Bridge High School 1984 — 1988
LEAD
Natixis Global Asset Management July 2015 - Present
Citi July 2014 - June 2015
Citi January 2013 - July 2014
Red Sox Foundation and Massachusetts General Hospital Home Base Program February 2011 - January 2013
NEPC January 2010 - November 2010
NEPC July 2008 - January 2010
Merrill Lynch May 2007 - May 2008
US Army July 2000 - January 2005
Skills
Hedge Funds, Long/Short Equity, Mutual Funds, Portfolio Management, Due Diligence, Bloomberg, Investments, Financial Analysis, Risk Management, Asset Managment, Equities, Financial Modeling, Public Speaking, Institutional Sales, Community Outreach, Alternative Investments, Asset Management, Analysis, Valuation, Strategy, Asset Allocation, Relationship Management, Leadership, Management, Finance, Banking, Business Development, Trading, Program Management, Analytics, Financial Services, Securities, Strategic Planning, Series 7, Fixed Income
Education
Suffolk University - Sawyer Business School 2008 — 2009
MS, Finance
Worcester State University 2005 — 2007
BS, Economics
Crothers HR Consulting, LLC July 2010 - Present
EverBank February 2010 - July 2010
Tygris Vendor Finance May 2008 - February 2010
US Express Leasing March 2004 - May 2008
Standard & Poor's February 2001 - March 2004
McGraw-Hill February 2001 - March 2004
Merrill Lynch July 2000 - February 2001
CIT September 1997 - June 2000
ADP July 1992 - August 1997
Shearson Lehman Brothers September 1988 - July 1992
Skills
Mergers & Acquisitions, Start-ups, Leadership, Human Resources, Organizational Design, Employee Relations, Strategy, Management, Workforce Planning, HR Consulting, Performance Management, HR Transformation, Talent Management, M&A experience, Management Due Diligence, Due Diligence, Recruiting, Sourcing, Start-up Consulting, Coaching, Succession Planning, Organizational..., Employee Engagement, Incentive Programs, Organizational..., Restructuring, Culture Change, Executive Pay, Employee Benefits, Employer Branding, Assessment Tools, Team Assessments
Education
Susquehanna University 1984 — 1988
BS, Business Mgmt - Human Resources
Suffolk University September 2009 - Present
Merrill Lynch January 2011 - March 2011
Education
Suffolk University - Sawyer Business School 2009 — 2013
Knights of Columbus Insurance January 2010 - Present
Standard and Poor's February 1995 - April 2009
Merrill Lynch August 1993 - February 1995
Skills
Estate Preservation, Tax Reduction, Estate Planning, Insurance Planning, Estate Administration, Disability Insurance, Market Risk, Six Sigma, Cross-functional Team..., Coaching, Liquidity Risk, Financial Planners, Whole Life, Fixed Annuities, Retirement Planning, Long Term Care Insurance, Term Life Insurance, Guaranteed Lifetime..., Life Insurance, Health Insurance, Wealth Preservation..., Annuity Sales, Key Person Insurance, Roth IRA, Retirement, Strategic Financial..., Universal Life, Wealth Accumulation, Traditional IRA, Investments, 401k Rollovers, IRAs, Licensed Life & Health..., SEP IRA, Financial Planning
Education
Susquehanna University 1989 — 1993
B.S. Economics, Sigmund Weis School of Business (A.A.C.S.B.), Micro Economics
Marian Catholic High School
9-12
St. Joseph's Regional Academy
K-8
Mobius Wireless Solutions Ltd. December 2012 - Present
OptionsHouse July 2010 - Present
Merrill Lynch September 2005 - July 2010
Skills
Derivatives, Portfolio Management, Equities, Corporate Finance, Risk Management, Due Diligence, International Business..., Options, Finance, Financial Analysis
Education
Strayer University (VA)
Master of Business Administration (MBA), Finance, General
The University of Montana
Finance
Al Akhawayn University
Bachelor of Business Administration (BBA), Marketing and International business
Train With Shane Personal Fitness August 2014 - Present
Stamford JCC August 2014 - August 2015
Citigroup/Morgan Stanley Wealth Management August 2006 - April 2012
UBS June 2004 - August 2006
Bank of America March 2001 - June 2004
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Hedge Funds, Investments, Financial Services, Options, Financial Analysis, FX Options, Private Banking, Fixed Income, Capital Markets, Equities, Derivatives, Securities, Loan Origination, Portfolio Management, Financial Risk, Banking, Finance
Education
AFAA 2015 — 2015
AFAA, Kickboxing
Precision Nutrition 2015 — 2015
Nutrition, Exercise and Nutrition Sciences
Stony Brook University 1990 — 1994
BA, Economics and Business Management
Zumba Fitness
Zumba Instructor, Zumba Group Exercise
Merrill Lynch 2014 - Present
Skills
Finance, Investments, Portfolio Management, Wealth Management, Financial Planning
Education
Sullivan University
Bachelor's Degree
Oldham County High School 1999 — 2002
Saint Teresa High School 1998 — 1999
Our Lady of Lourdes
MetLife September 2014 - Present
ignatiuz 2011 - September 2014
Interactive Design & Solutions (IDS) 2008 - 2011
Merrill Lynch March 2005 - May 2008
Cenlar FSB December 2002 - March 2005
Skills
Project Management, Management, Web Design, Google Analytics, SEO, Social Media Marketing, Marketing, Marketing Strategy, Training, Digital Strategy, Strategic Planning, Salesforce.com, Social Networking, Online Advertising, Social Media, Digital Marketing, Customer Service, Entrepreneurship, Editing, Start-ups, Online Marketing, Small Business, Business Development, New Business Development, Public Relations, Marketing Communications, Email Marketing, Advertising, E-commerce, SEM, Strategic Partnerships, Blogging, CRM, Analytics, Web Development, WordPress, Strategy
Education
Susquehanna University 1998 — 2002
BA
Ridge High School 1995 — 1998
high school
J.P. Morgan Asset Management February 2012 - Present
J.P. Morgan May 2011 - February 2012
AllianceBernstein September 2010 - May 2011
AllianceBernstein December 2009 - September 2010
AllianceBernstein October 2007 - December 2009
Merrill Lynch November 2004 - September 2007
Education
Susquehanna University 2000 — 2004
Bachelor of Science (B.S.), Marketing
Boston Private Bank May 2015 - Present
State Street December 2013 - May 2015
State Street Bank August 2012 - November 2013
Merrill Lynch September 2011 - January 2012
Fidelity Investments November 2011 - December 2011
Skills
Financial Analysis, Research, Financial Services, Bloomberg, Microsoft Excel
Education
Suffolk University Law School 2015 — 2019
Doctor of Law (J.D.), Evening JD Candidate
Union College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Cohasset High School 2004 — 2008
High School Diploma
Dynasty Financial Partners September 2015 - Present
Merrill Lynch January 2014 - September 2015
Susquehanna University August 2013 - December 2013
Merrill Lynch May 2013 - August 2013
Susquehanna University November 2012 - May 2013
Skills
Microsoft Word, Spanish-speaking, Microsoft Excel, PowerPoint, Customer Service, Social Media, Microsoft Office, Access, Time Management, Data Analysis, Spanish, Research, Leadership, Public Speaking, Teamwork, Analysis, Facebook, Event Planning, Social Networking
Education
Susquehanna University 2010 — 2014
Bachelor of Science (BS), Finance, General
Lewisburg Area High School 2005 — 2009
JPMorgan Chase July 2013 - Present
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Wealth Management, Financial Risk, Finance, Analysis, Accounting, Bloomberg, Microsoft Office, Access, Auditing, Time Management, Public Speaking
Education
Susquehanna University 2010 — 2014
Merrill Lynch June 2015 - Present
State Street Global Advisors July 2012 - June 2015
State Street Global Services November 2010 - July 2012
Skills
ETFs, Investment Strategies
Education
Suffolk University 2006 — 2010
Bachelor of Science, Cum Laude, Criminology & Law
Financial Voyages, LLC May 2010 - Present
Merrill Lynch April 2012 - September 2012
Education
Susquehanna University 2010 — 2014
Bachelor's Degree, Finance, Economics
Perkiomen Valley High School 2006 — 2010
One Concord LLC 2014 - Present
Seniorlink November 2012 - June 2013
Merrill Lynch February 2011 - June 2011
Mira Costa Rotaract September 2010 - May 2011
Education
Suffolk University - Sawyer School of Management 2011 — 2014
BSBA, Finance
AIG June 2015 - Present
BNP Paribas June 2014 - June 2015
The Depository Trust & Clearing Corporation March 2014 - June 2014
PineBridge Investments June 2013 - January 2014
MetLife October 2009 - June 2013
Credit Suisse February 2008 - December 2008
Morgan Stanley April 2006 - January 2008
Formerly Dresdner Kleinwort April 2001 - March 2006
CIBC World Markets March 2000 - February 2001
Merrill Lynch September 1998 - March 2000
Skills
Financial Analysis, Process Improvement, Forecasting, Budgeting, Cost Reduction, Financial Planning and..., Capitalization, WIP, Amortization, Change Management, Business Process..., Financial Risk, Management, Vendor Management, Budgets, Financial Reporting, Managerial Finance, Mergers, Outsourcing, Equities, Business Analysis, Risk Management, Strategy, Internal Controls, Finance, Analysis, Capital Markets, Accounting, Sarbanes-Oxley Act, Business Planning, Auditing, Investment Banking, Financial Modeling, Negotiation, Business Strategy, Variance Analysis, Project Management, Mergers, Banking, Financial Services
Education
University at Buffalo 1993 — 1995
Bachelor of Arts, Economics
Suffolk County Community College 1990 — 1993
AAS, Accounting
GAIN Capital October 2015 - Present
Serendipity Electronics Inc March 2012 - October 2013
Merrill Lynch June 2011 - August 2011
Skills
Account Management, International Sales, Sales Management, New Business Development, Process Improvement, Business Development, Customer Service, Microsoft Excel, Management, Global Sourcing, Microsoft Office, Cross-functional Team..., Project Coordination, Team Leadership, Proposal Generation, Research, Supply Chain Management, Strategy, Supply Management
Education
Stony Brook University
Bachelor of Arts (B.A.), Economics
PwC March 2015 - Present
Deloitte June 2014 - February 2015
Accenture October 2011 - May 2014
Pact June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Internal Controls, Management Consulting, Internal Audit, Financial Analysis, Business Development, Business Process..., Financial Reporting, Sarbanes-Oxley Act, Team Leadership, Business Process, Consulting, Process Improvement, Managerial Finance
Education
Old Dominion University - College of Business and Public Administration 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.63/4.00
Hamburg Sud August 2013 - Present
Hamburg Sud June 2013 - August 2013
Merrill Lynch December 2011 - January 2012
The Sports Academy December 2010 - August 2011
Vector Marketing Corporation, Union District Office June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Oral & Written..., Compass, GLOBE, EZ Tariff, Customer Profile...
Education
Susquehanna University 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Concentration: Global Management, Minor: Economics, Graduated
Amgen December 2012 - Present
Novartis Pharmaceuticals February 2005 - July 2012
Manheimer Fragrances April 2002 - March 2005
CHN TV 2001 - 2002
Merrill Lynch 2001 - 2001
Skills
Sales, Selling, Managed Care, Strategic Planning, Product Development, Analysis, Product Launch, Sales Force Development, Sales Operations, Selling Skills, Sales Management, Account Management, Sales Presentations, Cross-functional Team..., Direct Sales, Key Account Management, Pharmaceutical Sales, Endocrinology, Cardiology, Pharmaceutical Industry
Education
University of Pennsylvania 2000 — 2002
Master's degree, Education
Sun Yat-Sen University 1996 — 2000
Bachelor of Arts (B.A.), English Literature
PEAK Technical Staffing USA November 2011 - Present
National Rehab Equipment January 2011 - November 2011
Chase Bank October 2009 - August 2010
Merrill Lynch June 2008 - May 2009
Beneficial Savings Bank September 2007 - June 2008
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Banking, Call Center, Marketing, Deposits, Advertising, Windows, Applicant Tracking..., Staffing Services, Technical Recruiting, Temporary Placement, Analysis, Training, Cold Calling, Talent Acquisition, Interviews, Internet Recruiting, Recruiting, Networking, Job Fairs, Temporary Staffing, Human Resources, College Recruiting, Onboarding
Education
Susquehanna University 2003 — 2007
Batchelor of Arts, in English and Writing
NUI Maynooth, Ireland 2006 — 2006
Study Abroad
Swarthmore College IT Lab ManagerSwarthmore CollegeAugust 2011 - Present
Merrill Lynch June 2012 - August 2012
Sponsors for Educational Opportunity May 2012 - August 2012
Lucid IT May 2011 - August 2011
Skills
Python, Microsoft Excel, PowerPoint, Mac OS X, Windows, Capital Markets, Microsoft Office, OS X, Teamwork, Team Management, Accounts Receivable, Accounting, Public Speaking, New Business Development, Databases, Economics
Education
Swarthmore College 2009 — 2013
Bachelor of Arts (BA), Economics Major, Engineering and Statistics Double Minor
Wharton Business School
Banking, Corporate, Finance
S.O.S Hermann Gmeiner International College 2005 — 2009
International Baccalaureate Diploma
uFinancial Group September 2015 - Present
Santander Bank, N.A. May 2014 - June 2015
Lancaster Country Day School September 2012 - May 2014
Merrill Lynch June 2010 - September 2010
Skills
First Aid, Public Speaking, Time Management, PowerPoint, Microsoft Office, Marketing, Sales Management, Microsoft Word, Teamwork
Education
Susquehanna University 2008 — 2012
Bachelor of Science (B.S.), Marketing/ Global MGMT
Vimeo June 2014 - Present
Merrill Lynch July 2011 - June 2014
Stony Brook University June 2010 - May 2011
Infosys November 2007 - November 2009
Skills
Java, Python, Microsoft SQL Server, Unix, Computer Science, JSP, Algorithms, Eclipse, Visual Studio, SAP Basis, Object Oriented Design, Scala, Agile Methodologies, Cucumber, iOS development, Natural Language..., Subversion, Lucene, Octave, LaTeX, SAP ABAP, UIMA, JMF, cTakes, Aspose, OCaml, Visual C#, Akka, SQL
Education
Stony Brook University 2010 — 2011
Master of Science, Computer Science
University of Mumbai 2003 — 2007
Bachelor of Engineering, Information Technology
State Street August 2010 - Present
Omni Parker House February 2010 - April 2010
Merrill Lynch October 2008 - December 2008
Skills
Financial Reporting, Fund Accounting, Bloomberg, Mutual Funds, Client Service, Organization Skills, MS Office, Fixed Income, Communication, Reliability, Equities, Account Reconciliation, Corporate Actions, Deadline Oriented, Writing
Education
Suffolk University - Sawyer School of Management 2005 — 2010
Bachelor's Degree, Business Management
Raymond James Financial Services July 2012 - Present
Ameriprise Financial Services, Inc. November 2008 - July 2012
UBS Financial Services January 2006 - November 2008
Merrill Lynch October 2004 - January 2006
Skills
Investments, Wealth Management, Retirement, Retirement Planning, Financial Advisory, Finance, Investment Advisory, Portfolio Management, Management, Employee Benefits, Financial Services, Mutual Funds, Series 7, Strategic Financial..., Asset Management, Training, Securities, Wealth, Insurance, Estate Planning, Financial Risk, Financial Planners
Education
Sullivan University 2003 — 2004
Business
Naval Nuclear Power School 1985 — 1987
Electrical Engineering, Nuclear Power
Boyle County High School 1980 — 1985
OpenX September 2015 - Present
Snapchat, Inc. March 2015 - September 2015
Analysis Group March 2011 - March 2015
Yahoo! August 2010 - March 2011
Yahoo! June 2009 - August 2009
Merrill Lynch January 2009 - May 2009
Capgemini March 2009 - March 2009
USC Marshall School of Business September 2008 - January 2009
Skills
SAS/SQL, SAS, Data Analysis, Quantitative Modeling, Essbase, SQL, Financial Modeling, SAS programming, Market Research, Cross-functional Team..., Business Analysis, Business Strategy, Analytics, Management, Economics, Valuation, Finance, Corporate Finance, Financial Analysis, Leadership
Education
University of Southern California - Marshall School of Business 2008 — 2010
Bachelor of Science, Accounting
University of California, Los Angeles 2007 — 2008
Exchange Program, Business Economics
Sun Yat-Sen University 2005 — 2007
English and Linguistics
Neuberger Berman August 2013 - Present
J.P. Morgan Private Bank October 2009 - August 2013
J.P. Morgan Investment Bank July 2008 - October 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments
Education
Susquehanna University 2005 — 2008
B.S., Business Administration, Finance Emphasis
Grapevine Inc. January 2015 - Present
Merrill Lynch June 2014 - August 2014
Basement Technologies April 2013 - July 2013
Next Step Living April 2013 - July 2013
Beantown Pub September 2012 - May 2013
Ship to Shore Food and Spirits May 2012 - September 2012
Ralph Lauren August 2010 - September 2011
Skills
Time Management, Marketing, Management, Sales, Salesforce.com, Customer Service, Trade Shows, Social Media, Social Media Marketing, Social Networking
Education
Suffolk University 2011 — 2015
Bachelor's degree, Business Administration and Management, Bachelor's degree
Wells Fargo Advisors, LLC August 2010 - Present
Morgan Stanley Smith Barney September 2006 - August 2010
Merrill Lynch July 1995 - September 2006
Skills
Risk Management, Retirement Planning, Investment planning, Retirement Income..., Investment Strategies, Wealth Preservation..., Multi-generational..., Deferred Compensation, 401k Rollovers, Fixed Income Strategies, Insurance, Asset Allocation, Business Owner Planning, Estate Investment..., Financial Advisory, Tax-Efficient Strategies, Stock Analysis, Mutual Funds, Annuities, Bonds, Alternative Investments, Finance, Investments, Financial Services, Portfolio Management, Investment Advisory
Education
Stony Brook University
Bachelors
American Museum of Natural History October 2012 - Present
The Nielsen Company September 2009 - October 2012
Merrill Lynch 2002 - 2009
Skills
Web Analytics, Google Analytics, Analytics, Digital Marketing, Information Architecture, Email Marketing, Digital Strategy, Content Management, User Experience, Digital Media, E-commerce, Omniture, SEO, Web Content Management
Education
Suffolk University 1996 — 2000
b.s.b.a., Computer Info Systems
Philips Healthcare April 2014 - Present
Dartmouth College 2013 - 2013
Merrill Lynch 2010 - 2012
Fidelity Investments 2006 - 2009
TriZetto, A Cognizant Company 2005 - 2006
Harvard Pilgrim Healthcare 2004 - 2005
TriZetto Group 2003 - 2004
BCBSMA 1997 - 2002
Skills
Cross-functional Team..., SDLC, Process Improvement, Program Management, Healthcare, Leadership, Healthcare Information..., Business Process, Project Management, Strategy, Consulting, Product Management, Integration, PMP, Management, PMO, Relationship Management, Product Innovation, CRM, Business Process..., Change Management, Healthcare Operations, Requirements Analysis, Vendor Management, Risk Management, Analysis, Agile Methodologies, Lean Management, Medical Devices, Health Insurance, Performance Metrics, KPI Dashboards
Education
Suffolk University - Sawyer School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Texas A&M University 1992 — 1996
Bachelor of Science (B.S.)
Merrill Lynch January 1996 - Present
Skills
Investments
Education
Strome College of Business 1996 — 1999
Merrill Lynch March 2006 - Present
Citigroup June 2004 - February 2006
Education
Stony Brook University 2001 — 2004
Mayo College Girls' School
Merrill Lynch May 2005 - Present
Education
Susquehanna University 2001 — 2005
Commonwealth of Pennsylvania November 2013 - Present
Commonwealth of Pennsylvania May 2012 - October 2013
Preferred Unlimited Inc. November 2010 - July 2011
Preferred Real Estate Investments August 2005 - October 2010
Merrill Lynch 2003 - 2005
Skills
Public Relations, Strategic Communications, Event Planning, Internal Communications, Social Media, Media Relations, Press Releases, Social Media Marketing, Microsoft Office, Marketing, Marketing Communications, Budgets, Crisis Communications, Event Management, Project Management, Microsoft Excel, Strategic Planning, Editing, Public Speaking, Marketing Strategy, Leadership, Corporate Communications, Nonprofits, Social Networking
Education
Villanova University 2009 — 2011
MBA, International Business and Strategic Management
Susquehanna University 1999 — 2003
Bachelor of Arts, Corporate Communications
Terrie O'Connor Realtors March 2014 - Present
UBS July 2011 - March 2013
HSBC 2004 - 2011
Merrill Lynch March 1987 - August 2004
Prudential 1986 - 1987
Skills
MBS, Fixed Income, Series 63, Series 7, Series 27, Securitization, FINRA, Trade Support, Settlements, Triparty financing, DTC, Funding
Education
Stony Brook University 1981 — 1985
BA
HighTower Advisors February 2013 - Present
Merrill Lynch December 2008 - February 2013
Emergent Financial Services May 2008 - November 2008
Overture Investments September 2007 - May 2008
Societe Generale February 2006 - September 2007
Fidelity Investments November 2004 - November 2005
Fiserv Securities February 1990 - November 2005
Fiserv 2000 - 2005
Skills
Fixed Income, Trading, Securities, Integration, Investments, Financial Services, Product Management, Project Management, Electronic Trading, Wealth Management, Strategic Planning, Quality Assurance, Testing, Outsourcing, New Business Development
Education
Susquehanna University 1982 — 1986
UBS Wealth Management June 1999 - Present
Merrill Lynch 1993 - 1999
Skills
Equities, Fixed Income, Business Analysis, Asset Allocation, Product Management, Securities, Trading Systems, Portfolio Management, Financial Services, Hedge Funds, Derivatives, Mutual Funds, Wealth Management, Capital Markets, Series 7
Education
Susquehanna University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Merrill Lynch
Education
Stony Brook University 1998 — 1999
Rock Tenn September 2013 - June 2015
ORBIS International September 2012 - June 2015
Swarthmore College September 2010 - September 2014
Volunteers of America-Greater New York April 2009 - November 2013
Pro Mujer International March 2009 - September 2012
Prospect Park Audubon Center Advisory Board April 2009 - September 2011
Heights and Hills Community Council April 2009 - September 2010
Banc of America Securities September 2003 - February 2008
Merrill Lynch April 2000 - September 2003
Salomon Smith Barney May 1981 - March 2000
Skills
Program Development, Strategy, Mergers & Acquisitions, Program Management, Finance, Nonprofits, Leadership, Social Entrepreneurship, Corporate Finance, Management, Budgets, Structured Finance, Marketing, Strategic Planning, Project Finance, Financial Modeling, Business Strategy, Capital Markets, Management Consulting, Financial Reporting, Investment Banking, Philanthropy, Financial Structuring, Risk Management, Organizational...
Education
Swarthmore College 1976 — 1980
BA, Economics, Political Science
Universidad de Los Andes 1978 — 1978
Economics, Spanish
Barclays April 2013 - Present
Merrill Lynch April 2011 - November 2011
HSBC Bank USA October 2010 - February 2011
HSBC Bank USA November 2008 - June 2009
Mizuho Corporate Bank July 2006 - June 2008
Goldman, Sachs & Co. April 2005 - July 2006
JPMorgan Chase Bank, N.A. September 2004 - March 2005
Goldman, Sachs & Co July 2003 - September 2004
Cushman & Wakefield May 1998 - March 2000
Dai-ichi Life International October 1995 - December 1997
Skills
Word, Excel, Multilingual, Mandarin, Japanese, Financial Services, ISDA, Microsoft Excel, Derivatives
Education
Stony Brook University 1990 — 1994
BA, Linguistics
Tsukuba University 1993 — 1994
Merrill Lynch May 2013 - Present
PricewaterhouseCoopers October 2007 - March 2013
UBS July 2005 - October 2007
Skills
Business Analysis, Project Management, PMP, Business Strategy, Financial Analysis, Program Management, Risk Management, Management Consulting, Change Management, Business Process..., Information Technology, Visio, Process Improvement, Managerial Finance, Financial Modeling, Business Transformation, Governance, Sarbanes-Oxley Act, IT Strategy, Mergers & Acquisitions, Strategy, Due Diligence, Business Process, Internal Controls, Finance, Auditing, Investments, Analysis, Internal Audit, Financial Services, Corporate Finance, Financial Reporting, Financial Risk, Portfolio Management, Financial Accounting
Education
Old Dominion University - College of Business and Public Administration 1994 — 1996
MBA
University of Wisconsin-La Crosse 1983 — 1987
Bachelor of Science (BS), Finance, General
Financial Services Company October 1999 - Present
Countrywide Investments October 1997 - October 1999
Leshner Financial Services September 1989 - September 1997
Colonial Investment Services January 1988 - June 1989
Merrill Lynch August 1980 - December 1987
Education
Stony Brook University 1973 — 1977
BA, Economics
Merrill Lynch August 2004 - June 2008
Merrill Lynch June 2003 - July 2004
Merrill Lynch May 2000 - May 2003
Education
Susquehanna University 1986 — 1990
BA, Political Science
Citibank November 2009 - Present
Metropolitan Life Insurance Company November 2008 - October 2009
Merrill Lynch May 2000 - November 2008
AT&T 1999 - 2000
Education
Stony Brook University 1995 — 1999
Edward R Murrow H.S 1991 — 1995
Bank of New York Mellon June 2009 - Present
Bank of America / Merrill Lynch & Co., Inc September 2008 - June 2009
Merrill Lynch December 2004 - September 2008
Merrill Lynch December 2002 - December 2004
Merrill Lynch January 2001 - December 2002
Merrill Lynch January 2000 - January 2001
Merrill Lynch January 1998 - January 2000
Merrill Lynch January 1994 - January 1998
Merrill Lynch January 1992 - January 1994
Merrill Lynch January 1988 - January 1992
Education
Saint Peter's College
Masters of Business Administration, Management
Susquehanna University
Bachelor of Science, Marketing
Merrill Lynch May 2015 - Present
Barclays April 2011 - Present
UBS Financial 2008 - 2011
Smith Barney 1994 - 2007
Skills
System Administration, Financial Advisory, Series 7, Asset Management, Retirement, Financial Services, Investments, Leadership, Due Diligence, Investment Advisory, Management, Options, Finance, Series 65, Series 63, Fixed Income, Training, Strategic Financial..., Financial Analysis, Asset Allocation, Fixed Annuities, Estate Planning, Hedge Funds, Relationship Management, Insurance, Executive Management
Education
Susquehanna University 1977 — 1981
BA, Political Science
Livingston High 1974 — 1977
Let's Think Wireless June 2012 - Present
Omek Interactive November 2010 - Present
Chestnut Street Capital Group 2009 - Present
Bear Stearns 2006 - 2008
Merrill Lynch 1989 - 2006
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA with Distinction, dual concentration in finance and management
Swarthmore College 1980 — 1984
BA with High Honors, political science and economics
The Haverford School 1974 — 1980
Arista Networks, Inc. January 2013 - Present
ADP August 2010 - December 2012
ISE August 2009 - August 2010
AT&T August 2000 - August 2009
Merrill Lynch January 2000 - August 2009
Lord Abbett December 1998 - December 1999
KPMG December 1998 - December 1999
American Standard 1997 - 1998
American Standard 1997 - 1998
Schindler Elevator Corporation 1994 - 1995
Skills
BGP, OSPF, Data Center, Network Architecture, Low Latency, MPLS, Cisco Technologies, Switches, Network Design, Routing, LAN-WAN, VPN, Firewalls, Network Security, WAN, VoIP, TCP/IP, Network Engineering, Networking, Routers, Virtualization, Troubleshooting, Security, Disaster Recovery, IT Management, ITIL, Telecommunications, Cisco IOS, Infrastructure, CCNA, IP, Unified Communications, Unix, DNS, High Availability, EIGRP, CISSP, Solaris, VMware, SAN, Architectures, Integration, System Deployment, Cloud Computing, Wireless, CCNP, Servers, Wireless Networking, Managed Services, Juniper
Education
SUNY Polytechnic Institute 1995 — 1997
BS, Telecom
Park Avenue Securities August 2014 - Present
Morgan Stanley Wealth Management April 2011 - August 2014
Capital Guardian, LLC January 2010 - 2011
UBSFinancial Services, Inc 2006 - 2009
UBS Financial Services, Inc. 2004 - 2006
Smith Barney 2000 - 2004
Smith Barney 1998 - 2000
Smith Barney 1998 - 2000
Merrill Lynch 1993 - 1998
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Series 63, Asset Managment, Alternative Investments, Equities, Mutual Funds, Asset Allocation, Financial Analysis, Business Development, Financial Advisory, Entrepreneurship, Strategy, Asset Management, Coaching, Investment Advisory, Mergers & Acquisitions, Financial Services, Hedge Funds, Leadership, Finance, Strategic Partnerships, Business Planning, Management, Executive Management
Education
Susquehanna University 1984 — 1988
BA, Economics
Delbarton School
ENTREPRENEUR OF BELLA NAILS LLC June 2012 - July 2013
Barclays Capital November 2010 - October 2011
Barclays Capital February 2010 - November 2010
Societe Generale June 2008 - November 2008
Merrill Lynch January 2007 - December 2007
Sumitomo Mitsui Banking Corporation June 2006 - January 2007
Commerzbank Capital Market Corp. October 2003 - March 2005
Commerzbank Capital Market Corp. June 2000 - October 2003
Skills
Trading, Capital Markets, Fixed Income, Equities, Securities, Financial Risk, Account Reconciliation, Banking, Settlement
Education
Stony Brook University 1992 — 1997
BA, Linguistics
Stony Brook University 1992 — 1997
Lingustics
IFR Markets - Thomson Reuters October 2013 - Present
GIC December 1998 - January 2012
Merrill Lynch 1989 - 1998
Skills
Fixed Income, Hedge Funds, Bloomberg, Equities, Portfolio Management, Securities, Derivatives, Options, Investments, Asset Management, FX Options, Investment Banking, Alternative Investments, Bonds, MBS, Asset Allocation, Capital Markets
Education
Stony Brook University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Red Hook HS
JCPS January 2012 - Present
Kohls November 2011 - Present
JCPS January 2011 - Present
Merrill Lynch July 2007 - May 2010
Engle Homes February 1999 - June 2006
2006-2007Insurance, Bankers Life & Casualty January 1998 - January 2006
Various firms January 1996 - January 1998
English Grill March 1995 - November 1995
Education
Sullivan University 1995 — 1997
Associate, Culinary Arts
University of Kentucky 1990 — 1994
BS, Biology
Pioneer Investments January 2014 - Present
Pioneer Investments March 2010 - December 2013
Merrill Lynch May 2008 - February 2010
Pioneer Investments September 2005 - May 2008
Unicredit 2006 - 2007
Education
Suffolk University - Sawyer Business School
BS, Entrepreneurship
RJ O'Brien & Associates LLC August 2014 - Present
BNP Paribas April 1998 - July 2014
Merrill Lynch April 1996 - April 1998
Skills
Derivatives, Swaps, Options, Hedging, Valuation, Securities, Technical Analysis, Structured Products, Hedge Funds, Financial Risk, Trading Strategies, Bloomberg, Electronic Trading, Market Risk, Alternative Investments, Trading Systems, Investment Banking, Equity Trading, Proprietary Trading, Trading, Equities, Financial Markets, Capital Markets, Commodity, Commodity Markets, Market Data, Prime Brokerage, Arbitrage
Education
Susquehanna University 1984 — 1988
Bachelor of Science (B.S.), Finance, General
GSN (TV & Games) July 2015 - Present
GSN (TV & Games) September 2012 - September 2015
CIDC April 2011 - September 2012
CIDC July 2008 - April 2011
Hewlett-Packard March 2007 - June 2008
Merrill Lynch October 2006 - January 2007
Accenture May 2006 - July 2006
Royal District Nursing Service February 2006 - April 2006
Bright Horizons April 2001 - August 2005
Fidelity Investments January 2001 - May 2001
Skills
Agile Methodologies, Management, SQL, Scrum, JIRA, Software Quality..., SDLC, Perforce, Agile Project Management, Bugzilla, Quality Assurance, Testing, Software Development, Integration, XML, Test Planning, Software Project..., Java, Databases, Test Cases, Project Management, Software Documentation, Product Management, VMware
Education
Suffolk University - Sawyer School of Management 1999 — 2001
BS, Business Administration
International Institute for Software Testing
Essentials of GUI Testing
ONLC Training Center
MSCE ( 2262A ) “SUPPORTING USERS RUNNING APPLICATIONS ON WINDOWS XP”
Merrill Lynch April 2014 - Present
Capitol Securities June 2010 - March 2014
Bank of America December 2009 - June 2010
Wachovia Securities/AG Edwards February 2008 - July 2009
AG Edwards December 2004 - February 2008
Deutsche Bank Securities August 1995 - April 2004
Alex. Brown & Sons May 1993 - August 1995
Skills
Investments, Customer Relations, Microsoft Office, Customer Service, Management
Education
SUFFOLK UNIVERSITY 1989 — 1992
Bachelor of Science, Journalism
Suffolk University 1989 — 1992
Bachelor of Science, Journalism
GroupM June 2014 - Present
Starcom MediaVest Group July 2012 - June 2014
Publicis Healthcare Communications Group May 2011 - July 2012
Resolution Media June 2010 - May 2011
Starcom MediaVest Group 2008 - June 2010
Merrill Lynch June 2006 - August 2006
Swarthmore College June 2005 - August 2005
Skills
SEM, Digital Marketing, Social Media Marketing, Digital Strategy, Statistics, Advertising, Omniture, Display Advertising, Web Analytics, SQL, Pharmaceutical Industry, Consumer Electronics, Crystal Xcelsius, Automotive, B2B Marketing, Consumer Products, Google Analytics, Kenshoo, Marketing Analytics, Facebook Marketing, Mobile Marketing, CRM, Email Marketing
Education
Swarthmore College 2003 — 2007
B.A., Economics
Sorbonne University
International Relations, Statistics
Université Paris Dauphine
Economics
Merrill Lynch May 2015 - Present
Dwellworks, LLC September 2007 - May 2015
Desert Canyon Properties February 2007 - February 2012
Sterling Home Mortgage January 2005 - August 2007
Merrill Lynch June 1998 - July 2004
Skills
Relocation, Real Estate, Property Management, Corporate Relocation, Negotiation, Contract Negotiation, Sales, Customer Service, Team Building, Leadership, Residential Homes, Real Estate Transactions, Investment Properties, Management
Education
Suffolk University - Sawyer Business School 1994 — 1998
Bachelors, Business Management, Finance
Merrill Lynch May 2014 - Present
Merrill Lynch June 2010 - May 2014
Merrill Lynch November 2009 - June 2010
Education
Susquehanna University 2002 — 2006
Bachelor, Finance and Marketing
WebMD July 2012 - Present
Continuum Health Partners January 2009 - July 2012
Merrill Lynch May 2006 - January 2009
ADP June 2003 - May 2006
Morgan Stanley September 2002 - April 2003
Skills
Business Analysis, Program Management, Change Management, Requirements Analysis, Project Management, Risk Management, Analysis, Cross-functional Team..., Visio, Management, Leadership
Education
Merrill Lynch/ Villanova 2008 — 2009
Six Sigma, Six Sigma Green Belt
George Washington University/ ESI International 2006 — 2007
Masters Certificate in Project Management, Project Management
Stony Brook University 1999 — 2003
BA, Bachelor of Arts in Psychology and Business Management - May 2003
Morgan Stanley 2009 - 2011
Citibank 2007 - 2009
Merrill Lynch 2005 - 2007
Putnam Investments 2001 - 2005
Standish, Ayer & Wood 1998 - 2001
Skills
FX, Investments, Capital Markets, Foreign Exchange..., Bloomberg, Financial Markets, Key Account..., Strategic Communications, Highly detail oriented, Analysis, Multi Tasking, Investment Management, Sales, Financial Services, Research, Global Macro, Project Management, Client Development, International Economics, MBA, New Business Development, Institutional Investors, Writing, FX Options, Hedge Funds
Education
Kenan-Flagler Business School 2011 — 2013
MBA
Suffolk University 2001 — 2002
Masters of Science, International Economics
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics, Political Science
Highland Financial Group January 2013 - Present
Merrill Lynch December 2007 - November 2012
Cumberland Farms June 1990 - May 2005
Skills
Investments, Retirement Planning, Finance, Cash Management, Retirement, Payroll, Series 7, Wealth Management, Asset Allocation, Strategic Financial..., Investment Advisory, Series 66, Loans
Education
Suffolk University - Sawyer School of Management
MBA, Finance
Suffolk University - Sawyer School of Management
BSBA, BS in Accounting
Social Security Administration April 2015 - Present
Social Security Administration May 2012 - April 2015
United States Army JAG Corps May 2010 - August 2010
Getman & Biryla, LLP August 2009 - May 2010
U.S. Coast Guard May 2008 - August 2008
Oswego County District Attorney November 2007 - April 2008
Merrill Lynch July 2006 - August 2006
Skills
Legal Research, Legal Writing, Appellate Advocacy, Civil Litigation, Litigation, Administrative Law, Leadership, Military Law, Employment Law, Criminal Law, Tort Law, Trusts and Estates, Economics, Labor Law, Federal Agency..., Public Relations, Debtor/Creditor Law, Domestic Relations Law, Contract Law, Military Justice, Appeals
Education
State University of New York at Buffalo - Law School 2008 — 2011
JD
St Lawrence University 2003 — 2007
BA, Economics
Ameriprise Financial Services, Inc. March 2013 - Present
Merrill Lynch November 2010 - March 2013
Morgan Stanley May 2007 - May 2010
Morgan Stanley November 1993 - May 2007
Skills
Finance, Sales, Training, Transition Management, Relationship Management, Licenses-Series 7, 66,..., Client Relationship..., Life & Health Insurance..., Customer Service, Equities, Financial Advisory
Education
SUNY Stony Brook
Bachelor of Arts (B.A.), Psychology
Spectra Laboratories November 2006 - Present
Spectra Laboratories November 2006 - Present
Merrill Lynch June 1985 - October 2005
Merrill Lynch January 1985 - January 2005
Skills
MVS, IBM Mainframe, Disaster Recovery, CICS, z/OS, TSO, JES, JES 3, VTAM, Endeavor, Linux, JES2, System Administration, Visio, Mainframe, Lotus Notes, Sun Java, Microsoft Office, JCL, Oracle, Systems Analysis, Software Documentation, SDLC, Data Warehousing, Access, Databases, Remedy Ticketing System, COBOL, Crystal Reports, Data Center, Unix Shell Scripting, Servers, Unix, Vendor Management, Requirements Analysis, Enterprise Architecture, Visual Basic, Business Objects, DB2, Database Design, SQL, MS Project, Testing, Business Analysis, Business Intelligence, Software Project..., Microsoft SQL Server, Quality Assurance, Process Improvement, ITIL
Education
SUNY Orange 1992 — 1993
Certificate, COBOL Programming
AIRCO COMPUTER LEARNING CENTER 1984 — 1985
Certificate, Computer Operations
SUNY Orange 1976 — 1983
AAS Degree, Business Administration and Management
Epiphany HS 1973 — 1975
St.Francis
Merrill Lynch May 2011 - Present
Citizens Bank September 2009 - May 2011
Mercer January 2008 - September 2009
Fidelity Investments October 2006 - December 2007
Skills
401k, Retirement, Wealth Management, Retirement Planning, Lines Of Credit, Series 7, Private Banking, Mortgage Lending, Series 66, Fixed Income
Education
Suffolk University - Sawyer Business School 2002 — 2005
Bachelors, Finance
Xaverian Brothers High School 1995 — 1999
Centinel Financial Group, LLC September 2013 - Present
First Investors Corporation 2010 - 2011
Merrill Lynch January 2010 - May 2010
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA)
Simmons College 2006 — 2010
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
AIG Financial Distributors February 2015 - Present
Destra Capital Investments January 2012 - January 2015
Secure Investors Group May 2011 - May 2012
Merrill Lynch March 2010 - September 2010
UBS 1994 - 2005
Education
Susquehanna University 1969 — 1973
B.A., Communication and Theatre Arts
Richemont March 2014 - Present
Vogue September 2011 - March 2014
Lucky Magazine October 2010 - May 2011
Merrill Lynch May 2008 - August 2008
Education
Lim College
a BBA, Marketing
Susquehanna University
Morgan Stanley January 2007 - December 2011
Invesco Institutional September 2001 - June 2006
Merrill Lynch 1998 - 2001
Education
Strayer University (VA) 2004 — 2007
BBA, Business Administration
Windjammer Trading January 2011 - Present
Quoizel February 1984 - June 1989
Merrill Lynch 1978 - 1980
Skills
Fashion, Apparel, Merchandising, Fashion Design, Retail, Textiles, Styling, Photoshop, Customer Service, Social Media, Sewing, Graphic Design
Education
Suffolk County Community College 1976 — 1978
Business administration/Accounting
Centereach High School 1972 — 1976
Honors Programs
Morgan Stanley Smith Barney June 1999 - Present
Merrill Lynch December 1996 - June 1999
Education
Susquehanna University 1990 — 1994
B.S, Business Administration - Finance
Merrill Lynch September 2013 - Present
The Cooperative Bank of Cape Cod January 2013 - August 2013
Mercer 2006 - 2012
Putnam Investments 2002 - 2006
John Hancock Life Insurance Company (U.S.A.) 1997 - 2002
FAO Schwarz 1993 - 1997
Skills
Investments
Education
Suffolk University
Merrill Lynch June 2010 - Present
Morgan Stanley January 2008 - June 2010
Citigroup - Smith Barney June 2005 - January 2008
Skills
Risk Management, Business Analysis, Project Delivery, Project Management, Software Project..., Stakeholder Management, Requirements Gathering, Financial Services, Data Analysis
Education
SUNY Stony Brook
Bachelor of Science (BS), Business, Management, Economics
OBEIRNE INSURANCE CONSULTING January 2005 - Present
OBEIRNE INSURANCE CONSULTING 2005 - Present
Merrill Lynch 1994 - 2005
Manulife 1984 - 1995
Skills
Investment Strategies, Strategic Financial..., Wealth, Disability Insurance, Portfolio Management, Long Term Care Insurance, Financial Risk, Financial Modeling, Income, Business Development, Strategic Planning, New Business Development, Liability, Wealth Management
Education
The American College 1978 — 1981
Masters in Financial Services, Financial Planning and Services
Suffolk University 1958 — 1960
BACHELOR OF SCIENCE in Business Administration
Macy's Herald Square (New York, NY) September 1990 - Present
Chase Bank April 1985 - September 1990
Merrill Lynch August 1980 - April 1985
Skills
Microsoft Word, Powerpoint, Data Entry
Education
Suffolk County Community College 1980 — 1984
Associate's degree, Liberal Arts
Greater Los Angeles November 2012 - Present
Barclays Capital March 2009 - October 2012
Merrill Lynch April 2008 - January 2009
Bear Stearns February 2005 - April 2008
Skills
Microsoft Office, Orchestria, Case Manager, Criminal Investigations, Research, Legal Research, Equities, Due Diligence, Litigation
Education
State University of New York at Buffalo - Law School
Doctor of Law (J.D.), Criminal and International Law
Rockefeller College of Public Affairs and Policy
Master of Arts (M.A.), Criminal Justice
Merrill Lynch January 2010 - Present
Merrill Lynch September 2006 - December 2009
Skills
Equities, Fixed Income, Middle Office, Securities Lending, Account Reconciliation, Hedge Funds, Securities
Education
Stony Brook University 2002 — 2006
Bachelor of Arts (B.A.), Economics