Merrill Lynch

Industry: Banking company

Description

Merrill 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
Metztli Rodriguez Metztli Rodriguez Houston, Texas Area Details
Metztli Rodriguez's Merrill Lynch Experience July 2009 - April 2010
Job Facility Coordinator at Jones Lang LaSalle
Industry Real Estate
Experience
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

Patrick McGushin Patrick McGushin Greater Chicago Area Details
Patrick McGushin's Merrill Lynch Experience June 2014 - August 2014
Job Student at the University of Iowa: Tippie College of Business
Industry Financial Services
Experience
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

Manuel Alejandro Herrera Manuel Alejandro Herrera Miami, Florida Details
Manuel Alejandro Herrera's Merrill Lynch Experience January 2014 - Present
Job Training Position at Merrill Lynch
Industry Marketing and Advertising
Experience
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

Norman Deitrich Norman Deitrich Wayne, Pennsylvania Details
Norman Deitrich's Merrill Lynch Experience February 2015 - Present
Job
Industry Financial Services
Experience
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

Vic Kassel Vic Kassel Virginia Beach, Virginia Details
Vic Kassel's Merrill Lynch Experience April 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Victor J. Alfieri Victor J. Alfieri Simpsonville, South Carolina Details
Victor J. Alfieri's Merrill Lynch Experience January 2006 - March 2008
Job Compliance Manager Centralized Supervisory Unit at LPL Financial
Industry Financial Services
Experience
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

Jude Vajda Jude Vajda Greater Boston Area Details
Jude Vajda's Merrill Lynch Experience January 2012 - July 2015
Job Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
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

Joseph Gilmore Joseph Gilmore Greater Boston Area Details
Joseph Gilmore's Merrill Lynch Experience 1993 - 1995
Job Trader at Summer Street Research Partners
Industry Capital Markets
Experience
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

Madeline Hlibok Madeline Hlibok Baltimore, Maryland Area Details
Madeline Hlibok's Merrill Lynch Experience 2010 - Present
Job American Sign Language Interpreter at Madeline Hlibok Freelance Sign Language Interpreting
Industry Financial Services
Experience
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

Pasquale Russo Pasquale Russo Greater Boston Area Details
Pasquale Russo's Merrill Lynch Experience April 1999 - December 2001
Job LPL Financial Advisor at Russo Financial Management
Industry Financial Services
Experience
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

Craig Fought Craig Fought Williamsport, Pennsylvania Details
Craig Fought's Merrill Lynch Experience May 2015 - Present
Job Team Financial Advisor
Industry Financial Services
Experience
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

Stacey Martinez, CFP® Stacey Martinez, CFP® San Antonio, Texas Area Details
Stacey Martinez, CFP®'s Merrill Lynch Experience 1997 - 2001
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
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

Christopher Coviello Christopher Coviello Greater Boston Area Details
Christopher Coviello's Merrill Lynch Experience April 2007 - March 2011
Job Director, Practice Management & Consulting at Fidelity Investments
Industry Financial Services
Experience
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

Jonathan Cates Jonathan Cates North Wales, Pennsylvania Details
Jonathan Cates's Merrill Lynch Experience November 2009 - January 2013
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
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

Bing Wu Bing Wu New York, New York Details
Bing Wu's Merrill Lynch Experience March 2012 - May 2012
Job Student at Vanderbilt University
Industry Financial Services
Experience
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

Carmen Raroha Carmen Raroha Voorhees, New Jersey Details
Carmen Raroha's Merrill Lynch Experience June 2013 - August 2013
Job Career Builder Intern at 1847Financial
Industry Financial Services
Experience
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

Leah Shoot Leah Shoot Boston, Massachusetts Details
Leah Shoot's Merrill Lynch Experience February 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Matt Milnes CRPC® Matt Milnes CRPC® Philadelphia, Pennsylvania Details
Matt Milnes CRPC®'s Merrill Lynch Experience January 2013 - February 2015
Job Retirement Education Services
Industry Financial Services
Experience
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

Adam Puskar Adam Puskar Pennington, New Jersey Details
Adam Puskar's Merrill Lynch Experience April 2013 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Denise Coughlin Denise Coughlin Greater New York City Area Details
Denise Coughlin's Merrill Lynch Experience January 2009 - March 2012
Job Portfolio Associate/Private Asset Management at Neuberger Berman
Industry Financial Services
Experience
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

shijun dong shijun dong Greater Nashville Area Details
shijun dong's Merrill Lynch Experience December 2011 - Present
Job intern at Merrill Lynch
Industry Financial Services
Experience
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

Diego Alvarado Diego Alvarado Greater Boston Area Details
Diego Alvarado's Merrill Lynch Experience July 2011 - October 2012
Job Client Advisor at Covestor
Industry Financial Services
Experience
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

Carol Bohmbach Carol Bohmbach Boston, Massachusetts Details
Carol Bohmbach's Merrill Lynch Experience December 2006 - March 2012
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
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

Sidney Salnave Sidney Salnave Greater New York City Area Details
Sidney Salnave's Merrill Lynch Experience May 1998 - March 2004
Job Database Administration Manager at New York City Department of Transportation
Industry Education Management
Experience
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

Tasha Elflein Tasha Elflein Greater New York City Area Details
Tasha Elflein's Merrill Lynch Experience September 2012 - March 2013
Job Human Resources Coordinator at Lowe's
Industry Human Resources
Experience
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

Doug Herr, CFP® Doug Herr, CFP® Lancaster, Pennsylvania Area Details
Doug Herr, CFP®'s Merrill Lynch Experience July 1995 - Present
Job First Vice President Wealth Management at Merrill Lynch
Industry Investment Management
Experience
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

Alicia Graham Alicia Graham Charlotte, North Carolina Details
Alicia Graham's Merrill Lynch Experience November 2010 - February 2011
Job Sales Agent at Red Ventures
Industry Consumer Services
Experience
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

Dionne Lewis Dionne Lewis Atlantic Beach, Florida Details
Dionne Lewis's Merrill Lynch Experience August 2011 - January 2012
Job Building a Successful and Healthy Lifestyle
Industry Banking
Experience
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

Schofield, Ryan Schofield, Ryan Greater Philadelphia Area Details
Schofield, Ryan's Merrill Lynch Experience 1999 - 2001
Job Service Advocate Nonqualified Plan Services at The Vanguard Group
Industry Investment Management
Experience
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

Christopher Lacy Christopher Lacy Greater New York City Area Details
Christopher Lacy's Merrill Lynch Experience May 2012 - August 2012
Job Hedge Funds Investor Services Associate at US Bank
Industry Financial Services
Experience
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

Robert M Panessiti Robert M Panessiti Greater Boston Area Details
Robert M Panessiti's Merrill Lynch Experience November 1993 - January 2005
Job First Vice PresidentWealth Management, Senior Portfolio Manager, Portfolio Management Program, ChFC, NMLS #1215604
Industry Financial Services
Experience
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

Michael A. Driscoll Michael A. Driscoll Greater New York City Area Details
Michael A. Driscoll's Merrill Lynch Experience July 1987 - September 1989
Job Managing Director; Global Risk Analytics at Bank of America
Industry Investment Management
Experience
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

Sergio Jose Gutierrez Sergio Jose Gutierrez Greater San Diego Area Details
Sergio Jose Gutierrez's Merrill Lynch Experience September 2011 - December 2011
Job Associate
Industry Machinery
Experience
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

Paul Ferrantino Paul Ferrantino Greater New York City Area Details
Paul Ferrantino's Merrill Lynch Experience March 2007 - May 2008
Job Managing Director at PwC Risk Assurance
Industry Financial Services
Experience
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

Stephen St.Claire Stephen St.Claire Greater Boston Area Details
Stephen St.Claire's Merrill Lynch Experience August 2009 - February 2010
Job Senior Advisory Services Associate at Cambridge Associates
Industry Financial Services
Experience
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

Jeremy Welther, CFP, AIF Jeremy Welther, CFP, AIF Greater New York City Area Details
Jeremy Welther, CFP, AIF's Merrill Lynch Experience May 1994 - June 1995
Job Principal at Mariner Wealth Advisors Madison
Industry Financial Services
Experience
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

Peter Culos Peter Culos Point Pleasant Beach, New Jersey Details
Peter Culos's Merrill Lynch Experience 1988 - 1996
Job Graphic Designer and Content Creator at ESP, LLC
Industry Marketing and Advertising
Experience
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

Richard Fitzsimmons Richard Fitzsimmons Brielle, New Jersey Details
Richard Fitzsimmons's Merrill Lynch Experience October 2014 - Present
Job Financial Solutions Consultant
Industry Financial Services
Experience
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

Beatriz Cardona-Adams Beatriz Cardona-Adams Miami, Florida Details
Beatriz Cardona-Adams's Merrill Lynch Experience October 2013 - April 2015
Job Director UBS International
Industry Financial Services
Experience
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

Jennifer Langston Jennifer Langston Seattle, Washington Details
Jennifer Langston's Merrill Lynch Experience February 2001 - September 2001
Job Senior Program Assistant, Malaria at Bill & Melinda Gates Foundation
Industry Philanthropy
Experience
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

jeffrey sino jeffrey sino Orlando, Florida Area Details
jeffrey sino's Merrill Lynch Experience 1993 - 1997
Job Media Production Professional
Industry Media Production
Experience
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

David Kemler David Kemler Greater New York City Area Details
David Kemler's Merrill Lynch Experience September 1995 - September 1999
Job
Industry Financial Services
Experience
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

Alton Crooks MBA Alton Crooks MBA Greater New York City Area Details
Alton Crooks MBA's Merrill Lynch Experience December 2006 - May 2008
Job Proprietary Trader at T3 Trading Group, LLC
Industry Financial Services
Experience
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

Robert Long (boblong7@verizon.net) Robert Long (boblong7@verizon.net) Pennington, New Jersey Details
Robert Long (boblong7@verizon.net)'s Merrill Lynch Experience 2001 - 2006
Job TRAINING/MARKETING EXECUTIVE FINANCIAL SERVICES
Industry Financial Services
Experience
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

Stacy Long Stacy Long Virginia Beach, Virginia Details
Stacy Long's Merrill Lynch Experience June 1998 - May 2009
Job Certified Financial Planner(TM) and Partner of NTrust Wealth Management
Industry Financial Services
Experience
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

Nicholas Dutter Nicholas Dutter Greater Boston Area Details
Nicholas Dutter's Merrill Lynch Experience May 2007 - May 2008
Job Global Relationships at Natixis Global Asset Management
Industry Financial Services
Experience
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

Laura Crothers Osborn Laura Crothers Osborn Greater New York City Area Details
Laura Crothers Osborn's Merrill Lynch Experience July 2000 - February 2001
Job Principal, Crothers HR Consulting, LLC
Industry Human Resources
Experience
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

Dachuan Zhu Dachuan Zhu Greater Boston Area Details
Dachuan Zhu's Merrill Lynch Experience January 2011 - March 2011
Job student at Suffolk University
Industry Financial Services
Experience
Suffolk University  September 2009 - Present
Merrill Lynch   January 2011 - March 2011

Education
Suffolk University - Sawyer Business School   2009 — 2013

Steven Sofranko, FICF Steven Sofranko, FICF Allentown, Pennsylvania Area Details
Steven Sofranko, FICF's Merrill Lynch Experience August 1993 - February 1995
Job Field Agent at Knights of Columbus
Industry Insurance
Experience
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

Ibrahim El kamel Ibrahim El kamel Washington D.C. Metro Area Details
Ibrahim El kamel's Merrill Lynch Experience September 2005 - July 2010
Job Africa & Europe Sales Director at Mobius Wireless Solutions Ltd.
Industry Telecommunications
Experience
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

Shane Amber Foster Shane Amber Foster Greater Detroit Area Details
Shane Amber Foster's Merrill Lynch Experience 1999 - 2001
Job President, Train with Shane Personal Fitness
Industry Health, Wellness and Fitness
Experience
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

Trisha Abney Trisha Abney Louisville, Kentucky Area Details
Trisha Abney's Merrill Lynch Experience 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Dora Marchel-Wong Dora Marchel-Wong Greater New York City Area Details
Dora Marchel-Wong's Merrill Lynch Experience March 2005 - May 2008
Job Senior Project Lead
Industry Internet
Experience
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

Heather Rispoli Rosen Heather Rispoli Rosen New York, New York Details
Heather Rispoli Rosen's Merrill Lynch Experience November 2004 - September 2007
Job Vice President, Program Manager Retirement Insights at J.P. Morgan
Industry Financial Services
Experience
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

Tyler Kelly Tyler Kelly Greater Boston Area Details
Tyler Kelly's Merrill Lynch Experience September 2011 - January 2012
Job Trust & Fiduciary Compliance Associate at Boston Private Bank
Industry Banking
Experience
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

Arden Dion Arden Dion United States Details
Arden Dion's Merrill Lynch Experience January 2014 - September 2015
Job Associate Analyst at Dynasty Financial Partners
Industry Financial Services
Experience
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

Christopher Minghenelli Christopher Minghenelli Voorhees, New Jersey Details
Christopher Minghenelli's Merrill Lynch Experience May 2012 - August 2012
Job Private Bank Analyst at JPMorgan Chase
Industry
Experience
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

Daniel P. Lattanzi Daniel P. Lattanzi Boston, Massachusetts Details
Daniel P. Lattanzi's Merrill Lynch Experience June 2015 - Present
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
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

Daniel Melville, CFS Daniel Melville, CFS Collegeville, Pennsylvania Details
Daniel Melville, CFS's Merrill Lynch Experience April 2012 - September 2012
Job Financial Advisor, Investment Committee Director at Financial Voyages, LLC
Industry Financial Services
Experience
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

Miles Macleod Miles Macleod Greater New York City Area Details
Miles Macleod's Merrill Lynch Experience February 2011 - June 2011
Job CoFounder at One Concord LLC
Industry Financial Services
Experience
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

Vincent Alongi Vincent Alongi Greater New York City Area Details
Vincent Alongi's Merrill Lynch Experience September 1998 - March 2000
Job Global Consumer FP&A at AIG
Industry Financial Services
Experience
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

Tierney Montanez Tierney Montanez Greater New York City Area Details
Tierney Montanez's Merrill Lynch Experience June 2011 - August 2011
Job Business Analyst / Sales Administrator
Industry Information Technology and Services
Experience
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

Wadi Abi-Saab Wadi Abi-Saab Washington, District Of Columbia Details
Wadi Abi-Saab's Merrill Lynch Experience June 2009 - August 2009
Job Senior Associate at PwC
Industry Management Consulting
Experience
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

Austin Gordon Austin Gordon Greater New York City Area Details
Austin Gordon's Merrill Lynch Experience December 2011 - January 2012
Job Pricing Analyst at Hamburg Sud
Industry Maritime
Experience
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

Sabrina Shi Sabrina Shi Greater New York City Area Details
Sabrina Shi's Merrill Lynch Experience 2001 - 2001
Job Senior Biopharmaceutical Representative at Amgen
Industry Biotechnology
Experience
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

Sarah Lovelace Salvucci Sarah Lovelace Salvucci Pittsburgh, Pennsylvania Details
Sarah Lovelace Salvucci's Merrill Lynch Experience June 2008 - May 2009
Job Marketing Specialist at PEAK Technical Staffing USA
Industry Staffing and Recruiting
Experience
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

Duke Kwadwo Yeboah Duke Kwadwo Yeboah Swarthmore, Pennsylvania Details
Duke Kwadwo Yeboah's Merrill Lynch Experience June 2012 - August 2012
Job IT Lab Manager at Swarthmore College
Industry Banking
Experience
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

Gregory Henkel Gregory Henkel Harrisburg, Pennsylvania Area Details
Gregory Henkel's Merrill Lynch Experience June 2010 - September 2010
Job Financial Services Professional at uFinancial Group
Industry Banking
Experience
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

Ruchita Sarawgi Ruchita Sarawgi Greater New York City Area Details
Ruchita Sarawgi's Merrill Lynch Experience July 2011 - June 2014
Job Application Engineer at Vimeo
Industry Computer Software
Experience
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

Brittany Nouwezem Brittany Nouwezem Boston, Massachusetts Details
Brittany Nouwezem's Merrill Lynch Experience October 2008 - December 2008
Job Client Service and Operations Respresentative
Industry Financial Services
Experience
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

Barry Steele Barry Steele Harrodsburg, Kentucky Details
Barry Steele's Merrill Lynch Experience October 2004 - January 2006
Job Investment Executive at Raymond James Financial Services/FNB Investment Services
Industry Investment Management
Experience
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

Grace Yang Grace Yang Greater Los Angeles Area Details
Grace Yang's Merrill Lynch Experience January 2009 - May 2009
Job Manager, Finance at OpenX
Industry Internet
Experience
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

Andrew P. Gaebel Andrew P. Gaebel New York, New York Details
Andrew P. Gaebel's Merrill Lynch Experience June 2007 - August 2007
Job Neuberger Berman
Industry Financial Services
Experience
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

Jennifer Monaco Jennifer Monaco Greater Boston Area Details
Jennifer Monaco's Merrill Lynch Experience June 2014 - August 2014
Job Account Coordinator at Grapevine Logic
Industry Marketing and Advertising
Experience
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

Richard Mazur Richard Mazur Greater New York City Area Details
Richard Mazur's Merrill Lynch Experience July 1995 - September 2006
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Derek Limbert Derek Limbert Greater New York City Area Details
Derek Limbert's Merrill Lynch Experience 2002 - 2009
Job Senior Application Support Specialist at American Museum of Natural History
Industry Information Technology and Services
Experience
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

Anna Zeissig Anna Zeissig Greater Boston Area Details
Anna Zeissig's Merrill Lynch Experience 2010 - 2012
Job Senior Manager at Philips Healthcare
Industry Medical Devices
Experience
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.)

James Somers James Somers Virginia Beach, Virginia Details
James Somers's Merrill Lynch Experience January 1996 - Present
Job First Vice President, and Senior Financial Advisor with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 1996 - Present

Skills
Investments

Education
Strome College of Business   1996 — 1999

Tanya Malhotra Tanya Malhotra Greater New York City Area Details
Tanya Malhotra's Merrill Lynch Experience March 2006 - Present
Job Business Process Reengineering Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2006 - Present
Citigroup  June 2004 - February 2006

Education
Stony Brook University   2001 — 2004

Mayo College Girls' School

Allen Kiessling, CRPC, CSNA Allen Kiessling, CRPC, CSNA Williamsport, Pennsylvania Details
Allen Kiessling, CRPC, CSNA's Merrill Lynch Experience May 2005 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2005 - Present

Education
Susquehanna University   2001 — 2005

Kait Gillis Kait Gillis Harrisburg, Pennsylvania Area Details
Kait Gillis's Merrill Lynch Experience 2003 - 2005
Job Press Secretary Department of Human Services at Commonwealth of Pennsylvania
Industry Public Relations and Communications
Experience
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

Thomas Menken, Thomas Menken, Greater New York City Area Details
Thomas Menken,'s Merrill Lynch Experience March 1987 - August 2004
Job Realtor at Terrie O'Connor Realtors
Industry Financial Services
Experience
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

Norman Deitrich Norman Deitrich Greater Philadelphia Area Details
Norman Deitrich's Merrill Lynch Experience December 2008 - February 2013
Job Investment Analyst at HighTower Advisors
Industry Financial Services
Experience
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

Kathy Sprague Kathy Sprague Greater New York City Area Details
Kathy Sprague's Merrill Lynch Experience 1993 - 1999
Job product manager / business analyst
Industry Financial Services
Experience
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

Yan ( Sarah ) Zhang Yan ( Sarah ) Zhang Greater New York City Area Details
Yan ( Sarah ) Zhang's Merrill Lynch Experience
Job VP at Merrill Lynch
Industry Banking
Experience
Merrill Lynch  

Education
Stony Brook University   1998 — 1999

Jenny Hourihan Jenny Hourihan Greater New York City Area Details
Jenny Hourihan's Merrill Lynch Experience April 2000 - September 2003
Job Orbis International, President and CEO
Industry Nonprofit Organization Management
Experience
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

Pei-Tsen Tao Pei-Tsen Tao New York, New York Details
Pei-Tsen Tao's Merrill Lynch Experience April 2011 - November 2011
Job Financial Services
Industry Banking
Experience
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

Steven Lepse Steven Lepse Virginia Beach, Virginia Details
Steven Lepse's Merrill Lynch Experience May 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Sharon Karp Sharon Karp Cincinnati Area Details
Sharon Karp's Merrill Lynch Experience August 1980 - December 1987
Job VP Marketing
Industry Financial Services
Experience
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

Sharryl Pryor Sharryl Pryor Greater Philadelphia Area Details
Sharryl Pryor's Merrill Lynch Experience August 2004 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
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

Sandy Hou Sandy Hou Greater New York City Area Details
Sandy Hou's Merrill Lynch Experience May 2000 - November 2008
Job Director at Citi
Industry Information Technology and Services
Experience
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

Tim McCaffery Tim McCaffery Greater New York City Area Details
Tim McCaffery's Merrill Lynch Experience December 2004 - September 2008
Job Managing DirectorTechnology Finance
Industry Financial Services
Experience
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

Bill Devine Bill Devine Las Vegas, Nevada Details
Bill Devine's Merrill Lynch Experience May 2015 - Present
Job Administrative Manager, Merrill Lynch
Industry Investment Management
Experience
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

Dan Rubenstein Dan Rubenstein Greater New York City Area Details
Dan Rubenstein's Merrill Lynch Experience 1989 - 2006
Job Chairman at Let's Think Wireless
Industry Computer Networking
Experience
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

Jonathan Iwaszczuk Jonathan Iwaszczuk Greater New York City Area Details
Jonathan Iwaszczuk's Merrill Lynch Experience January 2000 - August 2009
Job Consulting Engineer at Arista Networks, Inc.
Industry Telecommunications
Experience
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

Frank Galdieri Frank Galdieri Sarasota, Florida Area Details
Frank Galdieri's Merrill Lynch Experience 1993 - 1998
Job National Business Development Officer at Park Avenue Securities
Industry Financial Services
Experience
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

Ya-Hue Chuu Ya-Hue Chuu Greater New York City Area Details
Ya-Hue Chuu's Merrill Lynch Experience January 2007 - December 2007
Job (Analyst) Ops Control Investigations
Industry Financial Services
Experience
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

Matt Swift Matt Swift Greater New York City Area Details
Matt Swift's Merrill Lynch Experience 1989 - 1998
Job Senior Rates Analyst at IFR Markets Thomson Reuters
Industry Financial Services
Experience
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

Amanda Follmer Amanda Follmer Louisville, Kentucky Area Details
Amanda Follmer's Merrill Lynch Experience July 2007 - May 2010
Job Clerk
Industry Education Management
Experience
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

Vaughan O'Neal Vaughan O'Neal Greater Boston Area Details
Vaughan O'Neal's Merrill Lynch Experience May 2008 - February 2010
Job Compliance Manager at Pioneer Investments
Industry Financial Services
Experience
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

John Mormando John Mormando Greater New York City Area Details
John Mormando's Merrill Lynch Experience April 1996 - April 1998
Job Commodities Broker
Industry Investment Banking
Experience
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

Macdara Joyce Macdara Joyce Greater Boston Area Details
Macdara Joyce's Merrill Lynch Experience October 2006 - January 2007
Job QA Manager at GSN Games
Industry Computer Software
Experience
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”

Peter McCarron Peter McCarron Greater Boston Area Details
Peter McCarron's Merrill Lynch Experience April 2014 - Present
Job Registered Client Associate
Industry Financial Services
Experience
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

Cong Cao Cong Cao New York, New York Details
Cong Cao's Merrill Lynch Experience June 2006 - August 2006
Job Director of SEM at GroupM
Industry Marketing and Advertising
Experience
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

Jo-Ellen Garcia Jo-Ellen Garcia Greater Boston Area Details
Jo-Ellen Garcia's Merrill Lynch Experience May 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
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

Brian Bertolini Brian Bertolini Greater Philadelphia Area Details
Brian Bertolini's Merrill Lynch Experience May 2014 - Present
Job Client Service Analyst at Merrill Lynch
Industry Financial Services
Experience
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

Rupa K. Desai Rupa K. Desai Greater New York City Area Details
Rupa K. Desai's Merrill Lynch Experience May 2006 - January 2009
Job Senior Project Manager at WebMD
Industry Hospital & Health Care
Experience
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

Kristen Fanarakis Kristen Fanarakis Washington D.C. Metro Area Details
Kristen Fanarakis's Merrill Lynch Experience 2005 - 2007
Job
Industry Financial Services
Experience
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

Donna Walsh Donna Walsh Wellesley Hills, Massachusetts Details
Donna Walsh's Merrill Lynch Experience December 2007 - November 2012
Job Financial Professional
Industry Financial Services
Experience
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

Marshall Fiese Marshall Fiese Washington D.C. Metro Area Details
Marshall Fiese's Merrill Lynch Experience July 2006 - August 2006
Job Attorney (General GS 13) at Social Security Administration Office of the Chief Administrative Law Judge
Industry Law Practice
Experience
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

Ronni Puglisi Ronni Puglisi Miami/Fort Lauderdale Area Details
Ronni Puglisi's Merrill Lynch Experience November 2010 - March 2013
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Craig Starsiak Craig Starsiak Greater New York City Area Details
Craig Starsiak's Merrill Lynch Experience June 1985 - October 2005
Job IT Professional Tech Services / Operations
Industry Hospital & Health Care
Experience
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

Ryan S. Jordan, CFP®, AWMA® Ryan S. Jordan, CFP®, AWMA® Greater Boston Area Details
Ryan S. Jordan, CFP®, AWMA®'s Merrill Lynch Experience May 2011 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Alexandra Fedele Alexandra Fedele Greater Boston Area Details
Alexandra Fedele's Merrill Lynch Experience January 2010 - May 2010
Job Practice Coordinator at Centinel Financial Group, LLC
Industry Financial Services
Experience
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

Frederick L. Mirbach, Jr. Frederick L. Mirbach, Jr. Greater Detroit Area Details
Frederick L. Mirbach, Jr.'s Merrill Lynch Experience March 2010 - September 2010
Job Divisional Vice President at AIG Financial Distributors
Industry Financial Services
Experience
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

Marissa Petriello Marissa Petriello Greater New York City Area Details
Marissa Petriello's Merrill Lynch Experience May 2008 - August 2008
Job Assistant Marketing Manager at A.Lange & Söhne at Richemont
Industry Marketing and Advertising
Experience
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

Raymond Goode Raymond Goode Greater Atlanta Area Details
Raymond Goode's Merrill Lynch Experience 1998 - 2001
Job Client Service Group Director at Morgan Stanley
Industry Financial Services
Experience
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

Jeann'e Jabs Jeann'e Jabs Greater New York City Area Details
Jeann'e Jabs's Merrill Lynch Experience 1978 - 1980
Job Owner at Windjammer Trading
Industry Apparel & Fashion
Experience
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

Lawrence Gonnello Lawrence Gonnello North Palm Beach, Florida Details
Lawrence Gonnello's Merrill Lynch Experience December 1996 - June 1999
Job Vice PresidentWealth Management, Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  June 1999 - Present
Merrill Lynch   December 1996 - June 1999

Education
Susquehanna University   1990 — 1994
B.S, Business Administration - Finance

Kelli Hampton Kelli Hampton Barnstable/Yarmouth, Massachusetts Area Details
Kelli Hampton's Merrill Lynch Experience September 2013 - Present
Job Registered Client Associate
Industry Financial Services
Experience
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

Rich Fung Rich Fung Greater New York City Area Details
Rich Fung's Merrill Lynch Experience June 2010 - Present
Job Project Manager for Alternative Investments Group at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Jay Obeirne Jay Obeirne Winchester, Massachusetts Details
Jay Obeirne's Merrill Lynch Experience 1994 - 2005
Job Independent Business Owner at OBEIRNE INSURANCE CONSULTING
Industry Insurance
Experience
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

Elizabeth DeSunno Elizabeth DeSunno Amagansett, New York Details
Elizabeth DeSunno's Merrill Lynch Experience August 1980 - April 1985
Job Manager at Macy's Herald Square (New York, NY)
Industry Financial Services
Experience
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

Julie Lombard Julie Lombard Greater Los Angeles Area Details
Julie Lombard's Merrill Lynch Experience April 2008 - January 2009
Job Attorney
Industry Legal Services
Experience
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

Steven Khaylomsky, CFA Steven Khaylomsky, CFA New York, New York Details
Steven Khaylomsky, CFA's Merrill Lynch Experience January 2010 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

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