Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Brian Lilly Brian Lilly's Merrill Lynch Experience August 2005 - January 2006
Job Business Analyst / Product Owner at Destination Rewards
Industry Financial Services
Experience
Deluxe Rewards December 2014 - Present
BNY Mellon August 2013 - November 2014
Citigroup September 2008 - July 2013
Morgan Stanley Investment Management January 2006 - May 2008
Merrill Lynch August 2005 - January 2006
Bank of America Securities (formerly Quick & Reilly) June 1997 - July 2005
Skills
CRM, Salesforce.com, Financial Services, Business Process, Business Strategy, Business Analysis, Wealth Management, Investments, Requirements Gathering, Analysis, Relationship Management, Series 7, Siebel, Training, Analytics, Finance, Agile Methodologies, Business Process Design, Business Objects, Call Centers, Risk Management, Microsoft Excel, User Acceptance Testing, Vendor Management, Strategy, SDLC, Software Project..., Equities, Testing, Business Intelligence, Project Portfolio..., Visio, PMO, Process Improvement, Business Process..., IT Strategy, Investment Banking, Business Process..., Banking, Requirements Analysis, Excel
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Great Neck South High School
Deluxe Rewards December 2014 - Present
BNY Mellon August 2013 - November 2014
Citigroup September 2008 - July 2013
Morgan Stanley Investment Management January 2006 - May 2008
Merrill Lynch August 2005 - January 2006
Bank of America Securities (formerly Quick & Reilly) June 1997 - July 2005
Skills
CRM, Salesforce.com, Financial Services, Business Process, Business Strategy, Business Analysis, Wealth Management, Investments, Requirements Gathering, Analysis, Relationship Management, Series 7, Siebel, Training, Analytics, Finance, Agile Methodologies, Business Process Design, Business Objects, Call Centers, Risk Management, Microsoft Excel, User Acceptance Testing, Vendor Management, Strategy, SDLC, Software Project..., Equities, Testing, Business Intelligence, Project Portfolio..., Visio, PMO, Process Improvement, Business Process..., IT Strategy, Investment Banking, Business Process..., Banking, Requirements Analysis, Excel
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Great Neck South High School
Christopher M. Daddio's Merrill Lynch Experience May 2015 - Present
Job PMD Financial Advisor Trainee at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch June 2014 - Present
Four Wood Capital Partners June 2013 - August 2013
Skills
Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Investments, Public Speaking, Investment Management, Customer Service, Leadership, Time Management
Education
Syracuse University 2010 — 2015
Bachelor of Arts (B.A.), Economics & Political Science
Merrill Lynch May 2015 - Present
Merrill Lynch June 2014 - Present
Four Wood Capital Partners June 2013 - August 2013
Skills
Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Investments, Public Speaking, Investment Management, Customer Service, Leadership, Time Management
Education
Syracuse University 2010 — 2015
Bachelor of Arts (B.A.), Economics & Political Science
Stephen Panning Stephen Panning's Merrill Lynch Experience July 2000 - January 2009
Job Director Equity Sales Trading at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2010 - May 2013
Merrill Lynch July 2000 - January 2009
Bank of America Securities (Montgomery Securities) February 1999 - April 2000
Bank of America February 1994 - May 1997
Continental Insurance Company July 1992 - February 1994
Skills
Derivatives, Equity Trading, Hedge Funds, Investment Strategies, Options, Portfolio Management, Prime Brokerage, Risk Management, Trading, Valuation, Equities, Private Equity, Series 63, Series 7, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Economics, Strategy
Syracuse University 1988 — 1992
Bachelors of Science, Management, Economics
KeyBanc Capital Markets May 2010 - May 2013
Merrill Lynch July 2000 - January 2009
Bank of America Securities (Montgomery Securities) February 1999 - April 2000
Bank of America February 1994 - May 1997
Continental Insurance Company July 1992 - February 1994
Skills
Derivatives, Equity Trading, Hedge Funds, Investment Strategies, Options, Portfolio Management, Prime Brokerage, Risk Management, Trading, Valuation, Equities, Private Equity, Series 63, Series 7, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Economics, Strategy
Syracuse University 1988 — 1992
Bachelors of Science, Management, Economics
Kailash Sasne, PMP Kailash Sasne, PMP's Merrill Lynch Experience October 2013 - Present
Job VP at Merrill Lynch Bank of America
Industry Computer Software
Experience
Merrill Lynch October 2013 - Present
Citi April 2008 - October 2013
KPIT Cummins November 1999 - April 2008
Deutsche Bank 1999 - 2006
Chroma Systems May 1997 - August 1997
Ajay Syscon Pvt. Ltd. August 1993 - April 1997
Skills
Pre-sales, Account Management, Solution Selling, CRM, Business Intelligence, Business Development, Enterprise Software, Key Account Management, Business Analysis, Team Management, New Business Development, Lead Generation, Product Management, Technical Recruiting, Requirements Analysis, Software Project..., Business Process, Program Management, Management, PMO, Project Management, SDLC, Vendor Management
Education
PMP Certification
Symbiosis Institute of Business Management
Post Grad Diploma in Business Management, Business Management
University of Pune 1989 — 1993
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Merrill Lynch October 2013 - Present
Citi April 2008 - October 2013
KPIT Cummins November 1999 - April 2008
Deutsche Bank 1999 - 2006
Chroma Systems May 1997 - August 1997
Ajay Syscon Pvt. Ltd. August 1993 - April 1997
Skills
Pre-sales, Account Management, Solution Selling, CRM, Business Intelligence, Business Development, Enterprise Software, Key Account Management, Business Analysis, Team Management, New Business Development, Lead Generation, Product Management, Technical Recruiting, Requirements Analysis, Software Project..., Business Process, Program Management, Management, PMO, Project Management, SDLC, Vendor Management
Education
PMP Certification
Symbiosis Institute of Business Management
Post Grad Diploma in Business Management, Business Management
University of Pune 1989 — 1993
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Holmes Osborne Holmes Osborne's Merrill Lynch Experience July 1998 - July 2001
Job Principal, Osborne Global Investors
Industry Investment Management
Experience
Osborne Global Investors March 2004 - Present
Farmers Insurance July 2002 - March 2004
Merrill Lynch Trust Company July 2001 - October 2001
Merrill Lynch July 1998 - July 2001
Skills
Investments, Portfolio Management, Valuation, Finance, Retirement Planning, Estate Planning, Retirement, Management, Economics, Nonprofits, Alternative Investments, Hedge Funds
Education
Syracuse University 1994 — 1998
B.S., Finance
Osborne Global Investors March 2004 - Present
Farmers Insurance July 2002 - March 2004
Merrill Lynch Trust Company July 2001 - October 2001
Merrill Lynch July 1998 - July 2001
Skills
Investments, Portfolio Management, Valuation, Finance, Retirement Planning, Estate Planning, Retirement, Management, Economics, Nonprofits, Alternative Investments, Hedge Funds
Education
Syracuse University 1994 — 1998
B.S., Finance
Lisa Quadrini Lisa Quadrini's Merrill Lynch Experience May 1999 - September 2008
Job Senior Vice President Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2008 - Present
Merrill Lynch May 1999 - September 2008
Skills
Leadership, Wealth Management, Public Speaking, Alternative Investments, Equities, Series 7, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Fixed Income, Asset Allocation, Financial Modeling, Real Estate, Financial Analysis, Strategic Financial..., Selling, Investment Strategies, Finance, Asset Management, Asset Managment, Hedge Funds, Series 63, Negotiation, Investment Properties
Education
University of Hartford 1988 — 1991
MBA, Finance
Syracuse University 1980 — 1984
BS, Accounting
UBS Wealth Management 2008 - Present
Merrill Lynch May 1999 - September 2008
Skills
Leadership, Wealth Management, Public Speaking, Alternative Investments, Equities, Series 7, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Fixed Income, Asset Allocation, Financial Modeling, Real Estate, Financial Analysis, Strategic Financial..., Selling, Investment Strategies, Finance, Asset Management, Asset Managment, Hedge Funds, Series 63, Negotiation, Investment Properties
Education
University of Hartford 1988 — 1991
MBA, Finance
Syracuse University 1980 — 1984
BS, Accounting
Kathy (Flahive) Olivari Kathy (Flahive) Olivari's Merrill Lynch Experience December 2007 - August 2008
Job at
Industry Financial Services
Experience
National Philanthropic Trust September 2015 - Present
Comprehensive Investment Solutions®, LLC October 2014 - Present
Princeton Plasma Physics Laboratory April 2014 - September 2014
Morgan Stanley Wealth Management August 2008 - August 2013
Merrill Lynch December 2007 - August 2008
Stifel Nicolaus February 2001 - December 2007
Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Investments, Microsoft Excel, Financial Planning
Education
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
National Philanthropic Trust September 2015 - Present
Comprehensive Investment Solutions®, LLC October 2014 - Present
Princeton Plasma Physics Laboratory April 2014 - September 2014
Morgan Stanley Wealth Management August 2008 - August 2013
Merrill Lynch December 2007 - August 2008
Stifel Nicolaus February 2001 - December 2007
Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Investments, Microsoft Excel, Financial Planning
Education
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Sam Angiuli's Merrill Lynch Experience June 2009 - August 2009
Job Financial Services Professional
Industry Financial Services
Experience
Bloomberg LP October 2012 - 2014
Bloomberg LP May 2011 - October 2012
Bloomberg LP June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Derivatives, Commodity, Bloomberg, FX Options, Equities, Bloomberg Terminal, Hedge Funds, Fixed Income, Financial Markets, Microsoft Excel, Options, Trading Systems, Commodity Derivatives, FX, Electronic Trading, Trading, Sales, Business Development, Account Management, Finance, Real Estate
Education
Syracuse University 2006 — 2010
Bachelor of Science (B.S.), Finance, Marketing Management, & Political Science
Tottenville High School 2002 — 2006
Science Institute
Bloomberg LP October 2012 - 2014
Bloomberg LP May 2011 - October 2012
Bloomberg LP June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Derivatives, Commodity, Bloomberg, FX Options, Equities, Bloomberg Terminal, Hedge Funds, Fixed Income, Financial Markets, Microsoft Excel, Options, Trading Systems, Commodity Derivatives, FX, Electronic Trading, Trading, Sales, Business Development, Account Management, Finance, Real Estate
Education
Syracuse University 2006 — 2010
Bachelor of Science (B.S.), Finance, Marketing Management, & Political Science
Tottenville High School 2002 — 2006
Science Institute
Molly Nissman Molly Nissman's Merrill Lynch Experience 1979 - 1997
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 1997 - Present
Merrill Lynch 1979 - 1997
Education
Sweet Briar College 1973 — 1977
Bachelor of Arts, Cum Laude, Government
UBS Financial Services Inc. February 1997 - Present
Merrill Lynch 1979 - 1997
Education
Sweet Briar College 1973 — 1977
Bachelor of Arts, Cum Laude, Government
Jonathan Kayne's Merrill Lynch Experience July 2002 - July 2007
Job Head of Analytic Sales, Asset Management at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems April 2014 - Present
MSCI Barra January 2011 - April 2014
Raymond James July 2007 - January 2011
Merrill Lynch July 2002 - July 2007
Skills
Equities, Portfolio Management, Asset Management, Risk Management, Fixed Income, Portfolio Optimization, Investments, Hedge Funds, Asset Allocation, Asset Managment, Equity Derivatives, Analytics, Performance Attribution, Risk Analytics, Risk Modeling, VAR, Volatility, Risk, Sales Management, Sales, Sales Process
Education
Syracuse University 1998 — 2002
BS, Finance & Emerging Entrepreneurial Enterprises
SunGard Financial Systems April 2014 - Present
MSCI Barra January 2011 - April 2014
Raymond James July 2007 - January 2011
Merrill Lynch July 2002 - July 2007
Skills
Equities, Portfolio Management, Asset Management, Risk Management, Fixed Income, Portfolio Optimization, Investments, Hedge Funds, Asset Allocation, Asset Managment, Equity Derivatives, Analytics, Performance Attribution, Risk Analytics, Risk Modeling, VAR, Volatility, Risk, Sales Management, Sales, Sales Process
Education
Syracuse University 1998 — 2002
BS, Finance & Emerging Entrepreneurial Enterprises
Jose A. Munoz Jr. Jose A. Munoz Jr.'s Merrill Lynch Experience April 1999 - May 2000
Job Digital Commerce and Direct Marketing Executive
Industry Online Media
Experience
FitForCommerce February 2012 - January 2015
UrbanDaddy August 2010 - December 2011
Donna Karan International January 2010 - February 2011
Calvin Klein February 2008 - December 2009
Kenneth Cole Productions, Inc. October 2002 - August 2007
Whitestone Partners LLC June 2000 - September 2002
Merrill Lynch April 1999 - May 2000
Qwest Communications International, Inc May 1997 - April 1999
US West, Inc. May 1994 - April 1997
JCPenney Company, Inc August 1987 - May 1994
Skills
E-commerce, Mobile Commerce, SEO, SEM, Catalog Marketing, Direct Marketing, Omniture, Multi-channel Marketing, Web Analytics, Email Marketing, Viral Marketing, Operations Management, Affiliate Marketing, Call Center, Customer Service, Fulfilment, Warehousing, Social Media Marketing, Mobile Design, Usability Testing, Consulting, Executive Management, Fashion, Luxury Goods, CRM, Merchandising, Mobile Devices, Online Marketing, Retail, Strategy, Call Centers, P&L Management, Sales, Analytics, Marketing, Marketing Strategy, Mobile Marketing, Competitive Analysis, Interactive Marketing, Management
Education
Syracuse University 1982 — 1987
Bachelor of Science
FitForCommerce February 2012 - January 2015
UrbanDaddy August 2010 - December 2011
Donna Karan International January 2010 - February 2011
Calvin Klein February 2008 - December 2009
Kenneth Cole Productions, Inc. October 2002 - August 2007
Whitestone Partners LLC June 2000 - September 2002
Merrill Lynch April 1999 - May 2000
Qwest Communications International, Inc May 1997 - April 1999
US West, Inc. May 1994 - April 1997
JCPenney Company, Inc August 1987 - May 1994
Skills
E-commerce, Mobile Commerce, SEO, SEM, Catalog Marketing, Direct Marketing, Omniture, Multi-channel Marketing, Web Analytics, Email Marketing, Viral Marketing, Operations Management, Affiliate Marketing, Call Center, Customer Service, Fulfilment, Warehousing, Social Media Marketing, Mobile Design, Usability Testing, Consulting, Executive Management, Fashion, Luxury Goods, CRM, Merchandising, Mobile Devices, Online Marketing, Retail, Strategy, Call Centers, P&L Management, Sales, Analytics, Marketing, Marketing Strategy, Mobile Marketing, Competitive Analysis, Interactive Marketing, Management
Education
Syracuse University 1982 — 1987
Bachelor of Science
Stacey LaLone's Merrill Lynch Experience January 1995 - January 1997
Job Hotel Operations Manager at PetSmart
Industry Marketing and Advertising
Experience
PetSmart January 2011 - Present
The Walt Disney Studios March 2008 - October 2008
Codemasters October 2007 - February 2008
The Walt Disney Studios June 2007 - October 2007
THQ January 2007 - June 2007
Warner Bros. Entertainment Group of Companies January 2006 - September 2006
Paramount Pictures October 2004 - November 2005
MGM Studios January 2002 - February 2004
Fox Filmed Entertainment July 2000 - January 2002
Merrill Lynch January 1995 - January 1997
Skills
Marketing Strategy, Competitive Analysis, Strategy, Marketing, Product Development, Business Development, Entertainment, CRM, Television, Management, Project Management, Digital Media, Budgets, Digital Marketing, Brand Management, Sales, Digital Strategy, Film, Retail, Brand Development, Integrated Marketing, Online Advertising, Online Marketing
Education
Syracuse University - S.I. Newhouse School of Public Communications 1998 — 2000
MS, Television, Radio and Film
Syracuse University - Martin J. Whitman School of Management 1998 — 2000
MBA, Marketing Management
Syracuse University 1985 — 1990
Master of Business Administration (MBA), Marketing/Marketing Management, General
PetSmart January 2011 - Present
The Walt Disney Studios March 2008 - October 2008
Codemasters October 2007 - February 2008
The Walt Disney Studios June 2007 - October 2007
THQ January 2007 - June 2007
Warner Bros. Entertainment Group of Companies January 2006 - September 2006
Paramount Pictures October 2004 - November 2005
MGM Studios January 2002 - February 2004
Fox Filmed Entertainment July 2000 - January 2002
Merrill Lynch January 1995 - January 1997
Skills
Marketing Strategy, Competitive Analysis, Strategy, Marketing, Product Development, Business Development, Entertainment, CRM, Television, Management, Project Management, Digital Media, Budgets, Digital Marketing, Brand Management, Sales, Digital Strategy, Film, Retail, Brand Development, Integrated Marketing, Online Advertising, Online Marketing
Education
Syracuse University - S.I. Newhouse School of Public Communications 1998 — 2000
MS, Television, Radio and Film
Syracuse University - Martin J. Whitman School of Management 1998 — 2000
MBA, Marketing Management
Syracuse University 1985 — 1990
Master of Business Administration (MBA), Marketing/Marketing Management, General
Jonathan Hui's Merrill Lynch Experience July 2013 - Present
Job Quantitative Management Associate at Bank of America
Industry Banking
Experience
Merrill Lynch July 2013 - Present
Bank of America June 2012 - July 2013
Swarthmore College May 2010 - May 2012
Swarthmore College January 2010 - May 2012
Swarthmore College 2010 - May 2012
IceStone LLC December 2010 - January 2011
Skills
Data Analysis, Research, PowerPoint, Microsoft Excel, Statistics, Microsoft Office, Teaching, Tutoring, SQL, Public Speaking, Equities, Equity Derivatives, Social Psychology
Education
Swarthmore College 2008 — 2012
Bachelor of Arts (B.A.), Double Major in Economics and Psychology
Northville High School 2004 — 2008
Summa Cum Laude
Merrill Lynch July 2013 - Present
Bank of America June 2012 - July 2013
Swarthmore College May 2010 - May 2012
Swarthmore College January 2010 - May 2012
Swarthmore College 2010 - May 2012
IceStone LLC December 2010 - January 2011
Skills
Data Analysis, Research, PowerPoint, Microsoft Excel, Statistics, Microsoft Office, Teaching, Tutoring, SQL, Public Speaking, Equities, Equity Derivatives, Social Psychology
Education
Swarthmore College 2008 — 2012
Bachelor of Arts (B.A.), Double Major in Economics and Psychology
Northville High School 2004 — 2008
Summa Cum Laude
Sajini Sara Varghese Sajini Sara Varghese's Merrill Lynch Experience September 1996 - August 1999
Job INDEPENDENT CONSULTANT at BANK OF AMERICA MERRILL LYNCH
Industry Information Technology and Services
Experience
410 Consulting March 2015 - Present
Bank of America Merrill Lynch September 2003 - February 2015
Deutsche Bank March 2001 - September 2003
Instinet Incorporated August 1999 - March 2001
Merrill Lynch September 1996 - August 1999
Skills
Data, Business Process,..., Program / Product..., Problem Identification..., Equities, Risk Management, Portfolio Management, Valuation, Derivatives, Business Process, Management, Strategy, Integration, Product Management, Outsourcing, Financial Risk, Leadership, Trading, Credit Risk, Credit, Banking, Enterprise Software, Back Office, Cash Management, Business Analysis
Education
Syracuse University
Master of Science (MS), Computer and Information Science
410 Consulting March 2015 - Present
Bank of America Merrill Lynch September 2003 - February 2015
Deutsche Bank March 2001 - September 2003
Instinet Incorporated August 1999 - March 2001
Merrill Lynch September 1996 - August 1999
Skills
Data, Business Process,..., Program / Product..., Problem Identification..., Equities, Risk Management, Portfolio Management, Valuation, Derivatives, Business Process, Management, Strategy, Integration, Product Management, Outsourcing, Financial Risk, Leadership, Trading, Credit Risk, Credit, Banking, Enterprise Software, Back Office, Cash Management, Business Analysis
Education
Syracuse University
Master of Science (MS), Computer and Information Science
Amanda Pine Amanda Pine's Merrill Lynch Experience June 2008 - August 2008
Job Account Executive, Brand Partnerships at P✪PSUGAR
Industry Marketing and Advertising
Experience
P✪PSUGAR January 2013 - Present
P✪PSUGAR September 2011 - January 2013
People Magazine and Entertainment Weekly August 2010 - September 2011
InStyle.com at Time Inc. May 2010 - September 2010
SYRACUSE UNIVERSITY CAREER SERVICES August 2007 - May 2010
People Magazine June 2009 - August 2009
Disney ABC Television Group May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Digital Media, Integrated Marketing, Digital Marketing, Sales, Program Management, Digital Strategy, Media Planning, Social Media Marketing, Advertising, Online Advertising, Social Media, Facebook, Marketing Communications, Email Marketing, Mobile Marketing, New Media, Blogging, Social Networking, Online Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Marketing and Management
P✪PSUGAR January 2013 - Present
P✪PSUGAR September 2011 - January 2013
People Magazine and Entertainment Weekly August 2010 - September 2011
InStyle.com at Time Inc. May 2010 - September 2010
SYRACUSE UNIVERSITY CAREER SERVICES August 2007 - May 2010
People Magazine June 2009 - August 2009
Disney ABC Television Group May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Digital Media, Integrated Marketing, Digital Marketing, Sales, Program Management, Digital Strategy, Media Planning, Social Media Marketing, Advertising, Online Advertising, Social Media, Facebook, Marketing Communications, Email Marketing, Mobile Marketing, New Media, Blogging, Social Networking, Online Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Marketing and Management
Casey Ramirez Casey Ramirez's Merrill Lynch Experience July 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Portland Thorns, NWSL May 2013 - September 2013
Fortuna Hjørring August 2012 - May 2013
Skills
Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Policy Analysis, Economics, Public Policy, English, SPSS, Politics, Stata, Community Outreach, Event Planning, Nonprofits, Teamwork, International Relations, Political Science
Education
Syracuse University 2008 — 2012
Bachelor's degree, Public Policy Analysis
Merrill Lynch July 2014 - Present
Portland Thorns, NWSL May 2013 - September 2013
Fortuna Hjørring August 2012 - May 2013
Skills
Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Policy Analysis, Economics, Public Policy, English, SPSS, Politics, Stata, Community Outreach, Event Planning, Nonprofits, Teamwork, International Relations, Political Science
Education
Syracuse University 2008 — 2012
Bachelor's degree, Public Policy Analysis
Matthew Zacher Matthew Zacher's Merrill Lynch Experience 2010 - 2013
Job Strategic Planning, Business Solutions and Financial Mgmt
Industry Financial Services
Experience
Merrill Lynch 2010 - 2013
Morgan Stanley 2003 - 2010
Applied Materials 2002 - 2003
Applied Materials 2001 - 2002
US Army 1998 - 2000
US Army 1997 - 1998
3-22 IN 1994 - 1997
Skills
Strategy, Management, Investments, Portfolio Management, Financial Services, Financial Analysis, Business Planning, Strategic Planning, New Business Development, Leadership, Budgets, Process Improvement, Team Leadership, Team Management, Finance, Sales, Policy, Risk Management, Training, Change Management, Series 7, Team Building, Strategic Financial...
Education
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS), Life Sciences
Syracuse University 1988 — 1989
Biology, General
Livonia Central School 1980 — 1988
Diploma, General Education
Merrill Lynch 2010 - 2013
Morgan Stanley 2003 - 2010
Applied Materials 2002 - 2003
Applied Materials 2001 - 2002
US Army 1998 - 2000
US Army 1997 - 1998
3-22 IN 1994 - 1997
Skills
Strategy, Management, Investments, Portfolio Management, Financial Services, Financial Analysis, Business Planning, Strategic Planning, New Business Development, Leadership, Budgets, Process Improvement, Team Leadership, Team Management, Finance, Sales, Policy, Risk Management, Training, Change Management, Series 7, Team Building, Strategic Financial...
Education
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS), Life Sciences
Syracuse University 1988 — 1989
Biology, General
Livonia Central School 1980 — 1988
Diploma, General Education
Judith Diamond Judith Diamond's Merrill Lynch Experience 1993 - 1993
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi September 2012 - Present
Societe Generale October 2010 - September 2012
Morgan Stanley 2004 - October 2010
Atlantic Southeast Airlines 1999 - 2004
CIBC Oppenheimer 1995 - 1997
Barclays BZW 1993 - 1995
Merrill Lynch 1993 - 1993
IBM 1989 - 1991
Skills
Derivatives, Business Analysis, Risk Management, Banking, Trading Systems, Investment Banking, Analysis, Equities, Fixed Income, Sybase, Prime Brokerage, Credit Derivatives, Capital Markets, Electronic Trading, Equity Derivatives
Education
Syracuse University 1989 — 1991
MS, Computer Engineering
University at Albany, SUNY 1983 — 1987
BS, Computer Science, Physics
Citi September 2012 - Present
Societe Generale October 2010 - September 2012
Morgan Stanley 2004 - October 2010
Atlantic Southeast Airlines 1999 - 2004
CIBC Oppenheimer 1995 - 1997
Barclays BZW 1993 - 1995
Merrill Lynch 1993 - 1993
IBM 1989 - 1991
Skills
Derivatives, Business Analysis, Risk Management, Banking, Trading Systems, Investment Banking, Analysis, Equities, Fixed Income, Sybase, Prime Brokerage, Credit Derivatives, Capital Markets, Electronic Trading, Equity Derivatives
Education
Syracuse University 1989 — 1991
MS, Computer Engineering
University at Albany, SUNY 1983 — 1987
BS, Computer Science, Physics
Leise Hammer Leise Hammer's Merrill Lynch Experience 1998 - 1999
Job Experienced Financial Services Associate
Industry Financial Services
Experience
The Worth Collection,Ltd. January 2009 - June 2011
Bill Blass of New York 2007 - 2009
Merrill Lynch 1998 - 1999
First Union National Bank 1995 - 1998
Skills
Trust Services, Strategic Financial..., Accounting, Insurance, Estate Planning, Wealth Management, Retirement Planning
Education
Sweet Briar College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
The Bolles School 1984 — 1988
The Worth Collection,Ltd. January 2009 - June 2011
Bill Blass of New York 2007 - 2009
Merrill Lynch 1998 - 1999
First Union National Bank 1995 - 1998
Skills
Trust Services, Strategic Financial..., Accounting, Insurance, Estate Planning, Wealth Management, Retirement Planning
Education
Sweet Briar College 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
The Bolles School 1984 — 1988
Chris DeMeo Chris DeMeo's Merrill Lynch Experience 2003 - 2006
Job Founding Partner at Nu Paradigm Investment Partners, LLC
Industry Financial Services
Experience
Nu Paradigm Investment Partners, LLC March 2014 - Present
Towers Watson April 2008 - February 2014
Russell Investments 2006 - 2008
Merrill Lynch 2003 - 2006
Bank of America July 2002 - November 2003
Towers Perrin 1997 - 2002
KPMG 1992 - 1995
Skills
Financial Modeling, Portfolio Management, Asset Allocation, Asset Management, Pensions, Investments, Valuation, Alternative Investments, Hedge Funds, Asset Managment, Investment Strategies, Retirement, Investment Advisory, Fixed Income, Investment Management, Mutual Funds, Equities
Education
Syracuse University 1986 — 1990
Bachelor of Arts (B.A.), Mathematics, Philosophy
Nu Paradigm Investment Partners, LLC March 2014 - Present
Towers Watson April 2008 - February 2014
Russell Investments 2006 - 2008
Merrill Lynch 2003 - 2006
Bank of America July 2002 - November 2003
Towers Perrin 1997 - 2002
KPMG 1992 - 1995
Skills
Financial Modeling, Portfolio Management, Asset Allocation, Asset Management, Pensions, Investments, Valuation, Alternative Investments, Hedge Funds, Asset Managment, Investment Strategies, Retirement, Investment Advisory, Fixed Income, Investment Management, Mutual Funds, Equities
Education
Syracuse University 1986 — 1990
Bachelor of Arts (B.A.), Mathematics, Philosophy
Gina Rufo Gina Rufo's Merrill Lynch Experience September 2013 - Present
Job
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Merrill Lynch June 2012 - August 2013
Merrill Lynch Private Banking and Investment Group August 2010 - June 2012
Morgan Stanley Smith Barney July 2007 - August 2010
Skills
Series 7, Uniform Combined State..., Series 63, Series 66, Series 9, Series 10, Microsoft Excel, Wealth Management, Equities, Investments, Alternative Investments, Mutual Funds, Investment Strategies, New Business Development, Securities, Microsoft Word, Customer Service, Fixed Income, Sales, Marketing, Asset Managment, Compliance, Risk Governance
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Finance, Marketing
Merrill Lynch September 2013 - Present
Merrill Lynch June 2012 - August 2013
Merrill Lynch Private Banking and Investment Group August 2010 - June 2012
Morgan Stanley Smith Barney July 2007 - August 2010
Skills
Series 7, Uniform Combined State..., Series 63, Series 66, Series 9, Series 10, Microsoft Excel, Wealth Management, Equities, Investments, Alternative Investments, Mutual Funds, Investment Strategies, New Business Development, Securities, Microsoft Word, Customer Service, Fixed Income, Sales, Marketing, Asset Managment, Compliance, Risk Governance
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Finance, Marketing
Christian Marotta Christian Marotta's Merrill Lynch Experience July 2013 - Present
Job Wealth Advisory Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Syracuse University August 2009 - May 2013
ESPN Radio May 2011 - August 2011
Collegiate Entrepreneurs March 2010 - August 2010
Skills
Research, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Matlab, Microsoft Word
Education
Syracuse University 2009 — 2013
Merrill Lynch July 2013 - Present
Syracuse University August 2009 - May 2013
ESPN Radio May 2011 - August 2011
Collegiate Entrepreneurs March 2010 - August 2010
Skills
Research, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Matlab, Microsoft Word
Education
Syracuse University 2009 — 2013
Choni Brinkley's Merrill Lynch Experience April 2004 - November 2005
Job Marketing Strategist I B2B Marketing Specialist I Notre Dame MBA '14
Industry Marketing and Advertising
Experience
Independent Consultant January 2015 - Present
Nestlé Purina North America May 2013 - August 2013
Marketing & Communications Consultant 2008 - August 2012
Morgan Stanley February 2006 - February 2008
Merrill Lynch April 2004 - November 2005
The Chisholm-Mingo Group 2001 - 2003
Ruder Finn 2000 - 2001
Skills
Marketing Communications, Brand Management, Marketing, Media Relations, Integrated Marketing, Public Relations, Marketing Strategy, Social Media Marketing, Corporate Communications, Social Media, Advertising, Digital Media, CRM, Internal Communications, Strategic Communications, Asset Management, Direct Marketing, Nielsen Nitro, Presentations, Marketing Analytics, Diversity & Inclusion..., Mobile Advertising, Mobile Marketing, Marketing Strate
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA)
Syracuse University 1996 — 2000
BS, Public Relations - S.I. Newhouse School of Public Communication
Germantown Friends School 1983 — 1996
Independent Consultant January 2015 - Present
Nestlé Purina North America May 2013 - August 2013
Marketing & Communications Consultant 2008 - August 2012
Morgan Stanley February 2006 - February 2008
Merrill Lynch April 2004 - November 2005
The Chisholm-Mingo Group 2001 - 2003
Ruder Finn 2000 - 2001
Skills
Marketing Communications, Brand Management, Marketing, Media Relations, Integrated Marketing, Public Relations, Marketing Strategy, Social Media Marketing, Corporate Communications, Social Media, Advertising, Digital Media, CRM, Internal Communications, Strategic Communications, Asset Management, Direct Marketing, Nielsen Nitro, Presentations, Marketing Analytics, Diversity & Inclusion..., Mobile Advertising, Mobile Marketing, Marketing Strate
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA)
Syracuse University 1996 — 2000
BS, Public Relations - S.I. Newhouse School of Public Communication
Germantown Friends School 1983 — 1996
Henry J. Wildhack Henry J. Wildhack's Merrill Lynch Experience 1978 - 1988
Job President Armory Capital Management
Industry Sports
Experience
Armory Capital Management March 2012 - Present
Syracuse University 2006 - 2011
Dermody, Burke & Brown Financial Services, LLC 2001 - 2006
HJ Wildhack & Company 1992 - 2001
UBS 1988 - 1992
Merrill Lynch 1978 - 1988
Education
Syracuse University
BS, Management
Armory Capital Management March 2012 - Present
Syracuse University 2006 - 2011
Dermody, Burke & Brown Financial Services, LLC 2001 - 2006
HJ Wildhack & Company 1992 - 2001
UBS 1988 - 1992
Merrill Lynch 1978 - 1988
Education
Syracuse University
BS, Management
Elizabeth Lindsey Elizabeth Lindsey's Merrill Lynch Experience November 1996 - March 1997
Job
Industry Writing and Editing
Experience
Elizabeth Edits 1997 - Present
Merrill Lynch November 1996 - March 1997
Montgomery-Floyd Regional Library June 1993 - May 1994
Radford Public Library June 1992 - May 1993
Upper Merion Township Library May 1988 - May 1992
Skills
Copy Editing, Editing, Proofreading, Writing, Research, Technical Writing
Education
University of North Carolina at Chapel Hill 1986 — 1988
MS in LS, Library Science
Sweet Briar College 1982 — 1986
BA, Art History, Graduated cum laude
Elizabeth Edits 1997 - Present
Merrill Lynch November 1996 - March 1997
Montgomery-Floyd Regional Library June 1993 - May 1994
Radford Public Library June 1992 - May 1993
Upper Merion Township Library May 1988 - May 1992
Skills
Copy Editing, Editing, Proofreading, Writing, Research, Technical Writing
Education
University of North Carolina at Chapel Hill 1986 — 1988
MS in LS, Library Science
Sweet Briar College 1982 — 1986
BA, Art History, Graduated cum laude
Diane M. Roney Diane M. Roney's Merrill Lynch Experience January 2005 - December 2005
Job Administrator with Office of Graduate Medical Education at University of Rochester Medical Center
Industry Higher Education
Experience
University of Rochester Medical Center July 2012 - Present
Volunteer Legal Services Project, Inc. October 2011 - July 2012
Rochester Broadway Theatre League October 2011 - March 2012
Cedars-Sinai Medical Center December 2005 - April 2009
Merrill Lynch January 2005 - December 2005
University of Southern California October 2003 - January 2005
International Education Research Foundation June 1994 - January 2002
Skills
Budgeting, Event Planning, Customer Service, Administration, Non-profits, Supervisory Skills, Microsoft Office, Government Liaison, Higher Education, Staff Development, Data Entry, Conferences, Hiring, Public Speaking, PowerPoint, Word, Organizational..., International Education, Education Management, Budgets, Event Management, Nonprofits, Microsoft Word, System Administration, Access
Education
Syracuse University 1990 — 1994
M.S. Higher, Education Administration
University at Albany
B.A, Rhetoric and Communication
University of Rochester Medical Center July 2012 - Present
Volunteer Legal Services Project, Inc. October 2011 - July 2012
Rochester Broadway Theatre League October 2011 - March 2012
Cedars-Sinai Medical Center December 2005 - April 2009
Merrill Lynch January 2005 - December 2005
University of Southern California October 2003 - January 2005
International Education Research Foundation June 1994 - January 2002
Skills
Budgeting, Event Planning, Customer Service, Administration, Non-profits, Supervisory Skills, Microsoft Office, Government Liaison, Higher Education, Staff Development, Data Entry, Conferences, Hiring, Public Speaking, PowerPoint, Word, Organizational..., International Education, Education Management, Budgets, Event Management, Nonprofits, Microsoft Word, System Administration, Access
Education
Syracuse University 1990 — 1994
M.S. Higher, Education Administration
University at Albany
B.A, Rhetoric and Communication
Elizabeth Sacco's Merrill Lynch Experience 1997 - 1999
Job Simplifiying the Lives of Diabetics Everywhere
Industry Retail
Experience
Diabetic Dabs Inc. October 2012 - Present
Charles Schwab 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Fundraising, Public Speaking, Event Planning, Nonprofits, PowerPoint, Diabetes, Online Marketing, Program Management, Sales, Business Strategy, Advertising, Team Leadership, Account Management, Project Management, Retail, Operations Management, Business Planning, Sales Management, Small Business, Social Media, Marketing Strategy, Social Media Marketing
Education
Syracuse University 1991 — 1995
Bachelor of Arts (B.A.), International Relations
Syracuse University
Diabetic Dabs Inc. October 2012 - Present
Charles Schwab 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Fundraising, Public Speaking, Event Planning, Nonprofits, PowerPoint, Diabetes, Online Marketing, Program Management, Sales, Business Strategy, Advertising, Team Leadership, Account Management, Project Management, Retail, Operations Management, Business Planning, Sales Management, Small Business, Social Media, Marketing Strategy, Social Media Marketing
Education
Syracuse University 1991 — 1995
Bachelor of Arts (B.A.), International Relations
Syracuse University
Chris Zuniga Chris Zuniga's Merrill Lynch Experience July 2014 - January 2015
Job TFA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - January 2015
D&S, Ltd. May 2013 - August 2013
Abercrombie & Fitch May 2012 - January 2013
Elite Daily September 2012 - December 2012
Southwest Pool Management April 2009 - August 2012
Hollister Co. July 2010 - May 2012
Klein Soccer ClubReferee September 2006 - August 2010
Skills
Microsoft Office, Photoshop, Marketing, Sales, Merchandising, PowerPoint, Microsoft Word, Mac, InDesign, Social Media, Social Networking, Customer Service, Microsoft Excel, Time Management, Advertising, Outlook, Online Advertising, Email Marketing, Account Management, Consumer Behaviour, Operations Management, Market Research
Education
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Finance, Marketing, Martin J. Whitman School of Management
Faraday House London 2013 — 2013
Syracuse University Study Abroad Program
Klein Collins High School 2006 — 2010
Diploma
Merrill Lynch July 2014 - January 2015
D&S, Ltd. May 2013 - August 2013
Abercrombie & Fitch May 2012 - January 2013
Elite Daily September 2012 - December 2012
Southwest Pool Management April 2009 - August 2012
Hollister Co. July 2010 - May 2012
Klein Soccer ClubReferee September 2006 - August 2010
Skills
Microsoft Office, Photoshop, Marketing, Sales, Merchandising, PowerPoint, Microsoft Word, Mac, InDesign, Social Media, Social Networking, Customer Service, Microsoft Excel, Time Management, Advertising, Outlook, Online Advertising, Email Marketing, Account Management, Consumer Behaviour, Operations Management, Market Research
Education
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Finance, Marketing, Martin J. Whitman School of Management
Faraday House London 2013 — 2013
Syracuse University Study Abroad Program
Klein Collins High School 2006 — 2010
Diploma
Trevor Heim Trevor Heim's Merrill Lynch Experience July 2011 - Present
Job Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Merrill Lynch May 2009 - August 2009
Los Angeles Dodgers March 2004 - May 2008
Skills
Valuation, Series 7, Bloomberg, Data Analysis, Financial Modeling, Leadership, Risk Management, Investments, Social Media Marketing, Financial Analysis, Finance, Facebook, Microsoft Office, Training, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Finance; Entrepreneurship
Syracuse University
Merrill Lynch July 2011 - Present
Merrill Lynch May 2009 - August 2009
Los Angeles Dodgers March 2004 - May 2008
Skills
Valuation, Series 7, Bloomberg, Data Analysis, Financial Modeling, Leadership, Risk Management, Investments, Social Media Marketing, Financial Analysis, Finance, Facebook, Microsoft Office, Training, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Finance; Entrepreneurship
Syracuse University
Raja Chalasani's Merrill Lynch Experience August 2010 - January 2012
Job AssociateKPMG
Industry Management Consulting
Experience
KPMG July 2015 - Present
Syracuse University August 2014 - May 2015
EY June 2014 - July 2014
Bank of America January 2012 - July 2013
Merrill Lynch August 2010 - January 2012
Merrill Corporation January 2010 - May 2010
nLeague May 2008 - June 2008
Skills
Equity Derivatives, MySQL, Unix, Equities, SQL Server, SQL, Risk Management, Trading, Derivatives, Risk, Capital Markets, Oracle, Unix Shell Scripting, Java Enterprise Edition, PL/SQL, Market Risk, Financial Risk, SDLC, Microsoft SQL Server, Business Intelligence, Databases, Data Warehousing, Eclipse, Visio, Access, Remote Access, Java
Education
Syracuse University 2013 — 2015
Master's degree, Information Management, 3.6
Vellore Institute of Technology 2006 — 2010
B.Tech, Computer Science, 3.7
Indian School Bahrain 1998 — 2002
Schooling, 1998-2002
KPMG July 2015 - Present
Syracuse University August 2014 - May 2015
EY June 2014 - July 2014
Bank of America January 2012 - July 2013
Merrill Lynch August 2010 - January 2012
Merrill Corporation January 2010 - May 2010
nLeague May 2008 - June 2008
Skills
Equity Derivatives, MySQL, Unix, Equities, SQL Server, SQL, Risk Management, Trading, Derivatives, Risk, Capital Markets, Oracle, Unix Shell Scripting, Java Enterprise Edition, PL/SQL, Market Risk, Financial Risk, SDLC, Microsoft SQL Server, Business Intelligence, Databases, Data Warehousing, Eclipse, Visio, Access, Remote Access, Java
Education
Syracuse University 2013 — 2015
Master's degree, Information Management, 3.6
Vellore Institute of Technology 2006 — 2010
B.Tech, Computer Science, 3.7
Indian School Bahrain 1998 — 2002
Schooling, 1998-2002
Trevor Smallwood, CIMA Trevor Smallwood, CIMA's Merrill Lynch Experience January 2008 - June 2008
Job
Industry Financial Services
Experience
Brandes Investment Partners November 2012 - Present
BlackRock July 2011 - October 2012
Rockingstone Advisors July 2009 - August 2011
Merrill Lynch January 2008 - June 2008
Merrill Lynch September 2006 - June 2008
Nuveen Investments December 1999 - September 2006
Merrill Lynch June 1996 - December 1999
Merrill Lynch October 1994 - June 1996
Merrill Lynch June 1993 - October 1994
Skills
Sales, Product Development, Investment Advisory, Business Development, Leadership, Financial Services, Investments, Mutual Funds, Asset Management, Sales Management, Entrepreneurship, Marketing, Start-ups, Public Speaking, Portfolio Management, Series 63, Investment Management, Series 7, Separately Managed..., Finance, Financial Advisory
Education
Syracuse University 1989 — 1993
Bachelor of Arts and Sciences, Political Science, The Maxwell School of Citizenship
Brandes Investment Partners November 2012 - Present
BlackRock July 2011 - October 2012
Rockingstone Advisors July 2009 - August 2011
Merrill Lynch January 2008 - June 2008
Merrill Lynch September 2006 - June 2008
Nuveen Investments December 1999 - September 2006
Merrill Lynch June 1996 - December 1999
Merrill Lynch October 1994 - June 1996
Merrill Lynch June 1993 - October 1994
Skills
Sales, Product Development, Investment Advisory, Business Development, Leadership, Financial Services, Investments, Mutual Funds, Asset Management, Sales Management, Entrepreneurship, Marketing, Start-ups, Public Speaking, Portfolio Management, Series 63, Investment Management, Series 7, Separately Managed..., Finance, Financial Advisory
Education
Syracuse University 1989 — 1993
Bachelor of Arts and Sciences, Political Science, The Maxwell School of Citizenship
Walter Albro Walter Albro's Merrill Lynch Experience August 2006 - August 2008
Job Solution Specialist, Medidata Solutions
Industry Computer Software
Experience
Medidata Solutions May 2013 - Present
OpenQ Inc. June 2011 - September 2012
Cegedim Relationship Management August 2008 - June 2011
Merrill Lynch August 2006 - August 2008
Cegedim Relationship Management July 2004 - August 2006
Cegedim Relationship Management October 2001 - July 2004
Cegedim Relationship Management August 1999 - October 2001
Skills
CRM, SaaS, Salesforce.com, Analytics, Strategy, Business Intelligence, Product Management, Sales Engineering, Business Development, Cloud Computing, Management, Pre-sales, Product Development, Sales Process, Solution Selling, Cross-functional Team..., Business Analysis
Education
Syracuse University 1997 — 1999
BA, Sociology
Medidata Solutions May 2013 - Present
OpenQ Inc. June 2011 - September 2012
Cegedim Relationship Management August 2008 - June 2011
Merrill Lynch August 2006 - August 2008
Cegedim Relationship Management July 2004 - August 2006
Cegedim Relationship Management October 2001 - July 2004
Cegedim Relationship Management August 1999 - October 2001
Skills
CRM, SaaS, Salesforce.com, Analytics, Strategy, Business Intelligence, Product Management, Sales Engineering, Business Development, Cloud Computing, Management, Pre-sales, Product Development, Sales Process, Solution Selling, Cross-functional Team..., Business Analysis
Education
Syracuse University 1997 — 1999
BA, Sociology
Jared Stenz's Merrill Lynch Experience May 2008 - August 2008
Job Recent graduate with leadership experience looking for opportunities in marketing/public relations/digital/social media.
Industry Public Relations and Communications
Experience
Barry and Florence Friedberg Jewish Community Center September 2011 - October 2012
Barry and Florence Friedberg Jewish Community Center May 2012 - August 2012
Barry and Florence Friedberg Jewish Community Center May 2011 - August 2011
Syracuse University Health Services September 2009 - May 2011
Merrill Lynch May 2008 - August 2008
Skills
Social Media, Instagram, Facebook Fan Page..., Facebook Activity Logs, Twitter, Newsletters, Press Releases, Internal Communications, Online Research, Market Research, Microsoft Office, Associated Press style, Windows, Mac OS X, Clerical Skills, Oral & Written...
Education
Syracuse University 2007 — 2011
B.A, History
Barry and Florence Friedberg Jewish Community Center September 2011 - October 2012
Barry and Florence Friedberg Jewish Community Center May 2012 - August 2012
Barry and Florence Friedberg Jewish Community Center May 2011 - August 2011
Syracuse University Health Services September 2009 - May 2011
Merrill Lynch May 2008 - August 2008
Skills
Social Media, Instagram, Facebook Fan Page..., Facebook Activity Logs, Twitter, Newsletters, Press Releases, Internal Communications, Online Research, Market Research, Microsoft Office, Associated Press style, Windows, Mac OS X, Clerical Skills, Oral & Written...
Education
Syracuse University 2007 — 2011
B.A, History
Dawei Wang Dawei Wang's Merrill Lynch Experience July 2005 - July 2009
Job AVP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2009 - Present
Merrill Lynch July 2005 - July 2009
Global Document Solution May 2000 - July 2005
Skills
VBA, Java, SQal
Education
Syracuse University 1998 — 2000
Master, Computer Science
Barclays Capital September 2009 - Present
Merrill Lynch July 2005 - July 2009
Global Document Solution May 2000 - July 2005
Skills
VBA, Java, SQal
Education
Syracuse University 1998 — 2000
Master, Computer Science
English Koontz English Koontz's Merrill Lynch Experience August 1996 - April 2008
Job Market Leader at BB&T
Industry Financial Services
Experience
BB&T July 2012 - Present
Morgan Stanley April 2008 - July 2012
Merrill Lynch August 1996 - April 2008
Skills
Wealth Management, Investments, Insurance, Retirement Planning, Client Service, Series 7, Mortgage Lending, Banking, Credit, Relationship Management, Loans, Financial Services, Leadership, Securities, Finance, Asset Allocation, Public Speaking
Education
Sweet Briar College 1991 — 1995
Bachelor of Arts (B.A.), Government and Public Administration
BB&T July 2012 - Present
Morgan Stanley April 2008 - July 2012
Merrill Lynch August 1996 - April 2008
Skills
Wealth Management, Investments, Insurance, Retirement Planning, Client Service, Series 7, Mortgage Lending, Banking, Credit, Relationship Management, Loans, Financial Services, Leadership, Securities, Finance, Asset Allocation, Public Speaking
Education
Sweet Briar College 1991 — 1995
Bachelor of Arts (B.A.), Government and Public Administration
Shawn McNinch Shawn McNinch's Merrill Lynch Experience August 1993 - April 2000
Job Global ETF Product & Sales Head SVP
Industry Financial Services
Experience
Brown Brothers Harriman September 2009 - Present
Barclays Global Investors April 2007 - July 2009
Investors Bank & Trust October 2003 - March 2007
Andersen Business Consulting April 2000 - September 2003
Merrill Lynch August 1993 - April 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance and Intl Business
Syracuse University 1989 — 1993
BS, Finance
Brown Brothers Harriman September 2009 - Present
Barclays Global Investors April 2007 - July 2009
Investors Bank & Trust October 2003 - March 2007
Andersen Business Consulting April 2000 - September 2003
Merrill Lynch August 1993 - April 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance and Intl Business
Syracuse University 1989 — 1993
BS, Finance
Brendan Cruickshank Brendan Cruickshank's Merrill Lynch Experience August 1997 - August 2002
Job Vice President at Juju.com
Industry Internet
Experience
Juju.com June 2009 - Present
CommonKindness.com October 2009 - October 2011
Indeed.com February 2006 - June 2009
Jobsinthemoney.com August 2002 - February 2006
Merrill Lynch August 1997 - August 2002
Skills
SEO, SEM, Sales Management, Online Recruitment, Recruiting, Online Advertising, New Business Development, Human Resources, Salesforce.com, PPC, Strategic Partnerships, Cold Calling, Analytics, Lead Generation, Building Relationships, Talent Acquisition, Applicant Tracking..., Internet Recruiting, Business Development
Education
Syracuse University 1993 — 1997
BA, Political Science/ Economics
Juju.com June 2009 - Present
CommonKindness.com October 2009 - October 2011
Indeed.com February 2006 - June 2009
Jobsinthemoney.com August 2002 - February 2006
Merrill Lynch August 1997 - August 2002
Skills
SEO, SEM, Sales Management, Online Recruitment, Recruiting, Online Advertising, New Business Development, Human Resources, Salesforce.com, PPC, Strategic Partnerships, Cold Calling, Analytics, Lead Generation, Building Relationships, Talent Acquisition, Applicant Tracking..., Internet Recruiting, Business Development
Education
Syracuse University 1993 — 1997
BA, Political Science/ Economics
Brad Jacobson Brad Jacobson's Merrill Lynch Experience January 2003 - November 2008
Job Managing Director at Oliver Luxxe Assets LLC
Industry Financial Services
Experience
Oliver Luxxe Assets LLC May 2014 - Present
UBS Wealth Management December 2008 - May 2014
Merrill Lynch January 2003 - November 2008
Gibraltar Securities January 1993 - December 2002
Skills
Portfolio Management, Wealth Management, Equities, Banking, Asset Management, Financial Analysis, Finance, Risk Management, Fixed Income, Alternative Investments, Investments, Series 7, Strategic Planning, Asset Allocation, Hedge Funds
Education
Syracuse University 1989 — 1993
Bachelor of Science (BS), Finance, General
Oliver Luxxe Assets LLC May 2014 - Present
UBS Wealth Management December 2008 - May 2014
Merrill Lynch January 2003 - November 2008
Gibraltar Securities January 1993 - December 2002
Skills
Portfolio Management, Wealth Management, Equities, Banking, Asset Management, Financial Analysis, Finance, Risk Management, Fixed Income, Alternative Investments, Investments, Series 7, Strategic Planning, Asset Allocation, Hedge Funds
Education
Syracuse University 1989 — 1993
Bachelor of Science (BS), Finance, General
Nancy Wilson Brothers Nancy Wilson Brothers's Merrill Lynch Experience June 1998 - February 2002
Job Senior Managing Director at Aviation Finance Corporation
Industry Financial Services
Experience
Aviation Finance Corporation February 2015 - Present
Citi April 2004 - February 2015
Morgan Stanley February 2002 - April 2004
Merrill Lynch June 1998 - February 2002
CIBC World Markets September 1997 - June 1998
Oppenheimer & Co. Inc. September 1993 - September 1997
Lehman Brothers September 1991 - September 1993
Bankers Trust July 1988 - September 1991
Skills
Credit Trading, Loan Sales, Bank Specialist, Sourcing, Distressed Debt, Private Placements, Bankruptcy, High Yield Bonds, Private Equity, Trade Compliance, Syndications, Trading, Electronic Trading, Series 7, Series 63, Fixed Income
Education
Syracuse University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Verona High School 1979 — 1983
High School
Aviation Finance Corporation February 2015 - Present
Citi April 2004 - February 2015
Morgan Stanley February 2002 - April 2004
Merrill Lynch June 1998 - February 2002
CIBC World Markets September 1997 - June 1998
Oppenheimer & Co. Inc. September 1993 - September 1997
Lehman Brothers September 1991 - September 1993
Bankers Trust July 1988 - September 1991
Skills
Credit Trading, Loan Sales, Bank Specialist, Sourcing, Distressed Debt, Private Placements, Bankruptcy, High Yield Bonds, Private Equity, Trade Compliance, Syndications, Trading, Electronic Trading, Series 7, Series 63, Fixed Income
Education
Syracuse University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Verona High School 1979 — 1983
High School
Janani Rajagopalan Janani Rajagopalan's Merrill Lynch Experience July 2005 - December 2005
Job VP Project Manager at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2012 - Present
Citi September 2010 - November 2012
Citi December 2005 - September 2010
Merrill Lynch July 2005 - December 2005
Skills
Securities, Portfolio Management, Capital Markets, Transaction Services, Business Analysis, Vendor Management, Business Process..., SDLC, Banking, User Acceptance Testing, Transaction Processing, Project Delivery, Program Management, Requirements Gathering, Process Improvement, Visio, PMO, SharePoint, Software Project..., Project Management, Risk Management, Business Process..., IT Strategy, Business Process, Requirements Analysis, Business Requirements, PMP, Management, Relationship Management, Cash Management, Process Engineering, Agile Methodologies, Outsourcing, IT Management, Product Development, Integration, MS Project, Change Management, Analysis
Education
Syracuse University 2003 — 2005
M.S, Information Management
SRM University 1999 — 2003
B.E, Computer Science and Engineering
JPMorgan Chase November 2012 - Present
Citi September 2010 - November 2012
Citi December 2005 - September 2010
Merrill Lynch July 2005 - December 2005
Skills
Securities, Portfolio Management, Capital Markets, Transaction Services, Business Analysis, Vendor Management, Business Process..., SDLC, Banking, User Acceptance Testing, Transaction Processing, Project Delivery, Program Management, Requirements Gathering, Process Improvement, Visio, PMO, SharePoint, Software Project..., Project Management, Risk Management, Business Process..., IT Strategy, Business Process, Requirements Analysis, Business Requirements, PMP, Management, Relationship Management, Cash Management, Process Engineering, Agile Methodologies, Outsourcing, IT Management, Product Development, Integration, MS Project, Change Management, Analysis
Education
Syracuse University 2003 — 2005
M.S, Information Management
SRM University 1999 — 2003
B.E, Computer Science and Engineering
Robert Atkins Robert Atkins's Merrill Lynch Experience May 2011 - August 2011
Job Regional Sales Manager at StudentCity.com
Industry Entertainment
Experience
StudentCity.com February 2014 - Present
Northwestern Mutual May 2012 - January 2014
Syracuse University August 2008 - June 2012
Merrill Lynch May 2011 - August 2011
AXA Advisors January 2011 - May 2011
Skills
Leadership, Communication, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Research, Public Speaking, Finance, Financial Analysis, Networking, Facebook, Adobe Creative Suite, Outlook, Strategic Financial...
Education
Syracuse University 2008 — 2012
BS, Finance and Accounting
StudentCity.com February 2014 - Present
Northwestern Mutual May 2012 - January 2014
Syracuse University August 2008 - June 2012
Merrill Lynch May 2011 - August 2011
AXA Advisors January 2011 - May 2011
Skills
Leadership, Communication, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Research, Public Speaking, Finance, Financial Analysis, Networking, Facebook, Adobe Creative Suite, Outlook, Strategic Financial...
Education
Syracuse University 2008 — 2012
BS, Finance and Accounting
Samuel Foley Samuel Foley's Merrill Lynch Experience August 2009 - July 2011
Job Regional Director at Legg Mason, N. Michigan
Industry Financial Services
Experience
Legg Mason May 2014 - Present
Legg Mason July 2011 - May 2014
Merrill Lynch August 2009 - July 2011
Oppenheimer & Co. April 2008 - August 2009
New York City Water Works February 2002 - April 2008
Smith Barney September 1999 - August 2001
Skills
Sales, Mutual Funds, Alternative Investments, Asset Management, Separately Managed..., Investments, Asset Allocation, Capital Markets, Investment Strategies, Hedge Funds, Investment Management, Equities, Fixed Income
Education
Syracuse University 2002 — 2007
Legg Mason May 2014 - Present
Legg Mason July 2011 - May 2014
Merrill Lynch August 2009 - July 2011
Oppenheimer & Co. April 2008 - August 2009
New York City Water Works February 2002 - April 2008
Smith Barney September 1999 - August 2001
Skills
Sales, Mutual Funds, Alternative Investments, Asset Management, Separately Managed..., Investments, Asset Allocation, Capital Markets, Investment Strategies, Hedge Funds, Investment Management, Equities, Fixed Income
Education
Syracuse University 2002 — 2007
Nabil Zaki Nabil Zaki's Merrill Lynch Experience April 1992 - June 1996
Job Managing Director; Global Finance & Derivatives Associates, New York
Industry Banking
Experience
Global Finance & Derivatives Associates January 2000 - Present
Merrill Lynch April 1992 - June 1996
Chase Manhattan Bank May 1981 - April 1992
Skills
Proficient Trainer, Proficiency in..., Investment Banking, Trading, Fixed Income, Investments, Capital Markets, Financial Modeling, Options, Derivatives, Emerging Markets, Corporate Finance, Mergers & Acquisitions, Bonds, Hedge Funds, Banking, Management, Restructuring, Portfolio Management, Risk Management, Equity Derivatives, Financial Analysis, Hedging, Asset Management, Change Management, Business Strategy, Private Equity, Securities, Swaps, Commercial Banking, Retail Banking, Sales Management, Auditing, Finance, Credit Derivatives, Loans, Wealth Management, Mergers, Financial Markets, Credit Analysis, Credit, Treasury, Project Management, Team Building, Business Planning, Business Analysis, Financial Risk, Credit Risk, Due Diligence, Equities
Education
Syracuse University 1980 — 1982
MBA, Finance & International Economics
Global Finance & Derivatives Associates January 2000 - Present
Merrill Lynch April 1992 - June 1996
Chase Manhattan Bank May 1981 - April 1992
Skills
Proficient Trainer, Proficiency in..., Investment Banking, Trading, Fixed Income, Investments, Capital Markets, Financial Modeling, Options, Derivatives, Emerging Markets, Corporate Finance, Mergers & Acquisitions, Bonds, Hedge Funds, Banking, Management, Restructuring, Portfolio Management, Risk Management, Equity Derivatives, Financial Analysis, Hedging, Asset Management, Change Management, Business Strategy, Private Equity, Securities, Swaps, Commercial Banking, Retail Banking, Sales Management, Auditing, Finance, Credit Derivatives, Loans, Wealth Management, Mergers, Financial Markets, Credit Analysis, Credit, Treasury, Project Management, Team Building, Business Planning, Business Analysis, Financial Risk, Credit Risk, Due Diligence, Equities
Education
Syracuse University 1980 — 1982
MBA, Finance & International Economics
Arnold Soong Arnold Soong's Merrill Lynch Experience October 2006 - February 2011
Job Senior Business Analyst | Vice President at BAML | CBAP
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch February 2011 - February 2015
Merrill Lynch October 2006 - February 2011
Merrill Lynch July 2006 - October 2006
Syracuse University Computing & Media Services August 2005 - May 2006
Merrill Lynch June 2005 - August 2005
Syracuse University Computing & Media Services September 2004 - May 2005
CIGNA Healthcare June 2004 - August 2004
Skills
Visio, Business Analysis, Requirements Analysis, SQL, Requirements Gathering, Quality Assurance, Microsoft Excel, Business Process, Microsoft Word, SharePoint, XML, Software Development, Testing, Quality Center, PowerPoint, Equities, Fixed Income, Use Case, Software Documentation, Business Requirements, SDLC, User Acceptance Testing
Education
Syracuse University 2002 — 2006
Bachelor's Degree, Computer Science
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch February 2011 - February 2015
Merrill Lynch October 2006 - February 2011
Merrill Lynch July 2006 - October 2006
Syracuse University Computing & Media Services August 2005 - May 2006
Merrill Lynch June 2005 - August 2005
Syracuse University Computing & Media Services September 2004 - May 2005
CIGNA Healthcare June 2004 - August 2004
Skills
Visio, Business Analysis, Requirements Analysis, SQL, Requirements Gathering, Quality Assurance, Microsoft Excel, Business Process, Microsoft Word, SharePoint, XML, Software Development, Testing, Quality Center, PowerPoint, Equities, Fixed Income, Use Case, Software Documentation, Business Requirements, SDLC, User Acceptance Testing
Education
Syracuse University 2002 — 2006
Bachelor's Degree, Computer Science
Susan Rico Connolly Susan Rico Connolly's Merrill Lynch Experience 1995 - 2000
Job Finance Leader
Industry Financial Services
Experience
The Vanguard Group 2013 - 2013
The Vanguard Group 2011 - 2013
The Vanguard Group 2009 - 2011
The Vanguard Group 2007 - 2009
Massimino Building Corp. 2003 - 2007
Merrill Lynch 1995 - 2000
Merrill Lynch 1993 - 1995
Merrill Lynch December 1990 - 1993
Merrill Lynch 1989 - 1990
Skills
Finance, Analysis, Strategy, Cross-functional Team..., Financial Analysis, Start-ups, Business Planning
Education
Swarthmore College
B.A. with Honors in Economics and Political Science
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance with a concentration in Decision Sciences
The Vanguard Group 2013 - 2013
The Vanguard Group 2011 - 2013
The Vanguard Group 2009 - 2011
The Vanguard Group 2007 - 2009
Massimino Building Corp. 2003 - 2007
Merrill Lynch 1995 - 2000
Merrill Lynch 1993 - 1995
Merrill Lynch December 1990 - 1993
Merrill Lynch 1989 - 1990
Skills
Finance, Analysis, Strategy, Cross-functional Team..., Financial Analysis, Start-ups, Business Planning
Education
Swarthmore College
B.A. with Honors in Economics and Political Science
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance with a concentration in Decision Sciences
Anna Ma Fung Anna Ma Fung's Merrill Lynch Experience March 2006 - May 2007
Job Senior Digital Producer
Industry Marketing and Advertising
Experience
Grey Group August 2014 - Present
Grey Group September 2013 - August 2014
R/GA March 2013 - August 2013
R/GA May 2011 - March 2013
RAPP July 2010 - May 2011
RAPP May 2007 - November 2010
Merrill Lynch March 2006 - May 2007
Goldman Sachs June 2005 - March 2006
Skills
Omniture, Digital Strategy, Analytics, Digital Marketing, Integrated Marketing, Project Management, Advertising, Online Advertising, Interactive Marketing, Direct Mail, Multi-channel Marketing, Mobile Marketing, Interactive Advertising
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bachelor In Science, Marketing & Finance
Grey Group August 2014 - Present
Grey Group September 2013 - August 2014
R/GA March 2013 - August 2013
R/GA May 2011 - March 2013
RAPP July 2010 - May 2011
RAPP May 2007 - November 2010
Merrill Lynch March 2006 - May 2007
Goldman Sachs June 2005 - March 2006
Skills
Omniture, Digital Strategy, Analytics, Digital Marketing, Integrated Marketing, Project Management, Advertising, Online Advertising, Interactive Marketing, Direct Mail, Multi-channel Marketing, Mobile Marketing, Interactive Advertising
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bachelor In Science, Marketing & Finance
Justin Boshnack's Merrill Lynch Experience October 2000 - May 2003
Job President at Three Lakes Advisors
Industry Financial Services
Experience
JLC Futures Management Company, LLC August 2009 - Present
Three Lakes Advisors August 2004 - Present
Merrill Lynch October 2000 - May 2003
Skills
Sales & Marketing..., Product Development, Commodity Risk..., Interest Rate..., Interest Rate Hedging, Managed Futures, Futures, Commodity Pools, Autism Spectrum...
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor's degree, Finance and Financial Management Services
G.W. Hewlett High School 1992 — 1996
JLC Futures Management Company, LLC August 2009 - Present
Three Lakes Advisors August 2004 - Present
Merrill Lynch October 2000 - May 2003
Skills
Sales & Marketing..., Product Development, Commodity Risk..., Interest Rate..., Interest Rate Hedging, Managed Futures, Futures, Commodity Pools, Autism Spectrum...
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor's degree, Finance and Financial Management Services
G.W. Hewlett High School 1992 — 1996
Jason Lane Jason Lane's Merrill Lynch Experience December 2008 - September 2011
Job VP Investment Officer Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Merrill Lynch December 2008 - September 2011
Morgan Stanley May 2005 - December 2008
Assent LLC December 2004 - May 2005
Skills
Investment Advisory, Equity Trading, Fixed Income Trading, Financial Advisory, Estate Planning, Wealth, Life Insurance, Fixed Annuities, Variable Annuities, Investments, Insurance, Loans, Wealth Management, Series 7, Alternative Investments, Securities, Asset Managment, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Portfolio Management, Retirement, Series 63, IRAs, Fixed Income, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Trading, Finance, Hedge Funds, Bonds, Options, Financial Planners, Financial Services, Uniform Combined State..., Series 65, 401k, Private Equity, Valuation, Series 6, Capital Markets, ETFs, Investment Banking, Financial Planning, Corporate Strategy..., Management, Strategic Planning
Education
Syracuse University 1997 — 2001
BS, Information Management and Technology
Portledge School 1992 — 1996
Diploma, High School Diplomas and Certificates
Manorhaven School 1983 — 1989
Wells Fargo Advisors December 2011 - Present
Merrill Lynch December 2008 - September 2011
Morgan Stanley May 2005 - December 2008
Assent LLC December 2004 - May 2005
Skills
Investment Advisory, Equity Trading, Fixed Income Trading, Financial Advisory, Estate Planning, Wealth, Life Insurance, Fixed Annuities, Variable Annuities, Investments, Insurance, Loans, Wealth Management, Series 7, Alternative Investments, Securities, Asset Managment, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Portfolio Management, Retirement, Series 63, IRAs, Fixed Income, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Trading, Finance, Hedge Funds, Bonds, Options, Financial Planners, Financial Services, Uniform Combined State..., Series 65, 401k, Private Equity, Valuation, Series 6, Capital Markets, ETFs, Investment Banking, Financial Planning, Corporate Strategy..., Management, Strategic Planning
Education
Syracuse University 1997 — 2001
BS, Information Management and Technology
Portledge School 1992 — 1996
Diploma, High School Diplomas and Certificates
Manorhaven School 1983 — 1989
Ginny Roth Ginny Roth's Merrill Lynch Experience December 2003 - December 2011
Job Freelance many successful careers
Industry Design
Experience
Many Color of Ink December 2010 - Present
Aerotek September 2012 - November 2012
Many Colors of Ink October 2011 - December 2011
Merrill Lynch December 2003 - December 2011
Randstad January 2011 - April 2011
J & J Staffing Resources November 2007 - December 2010
Bristol-Myers Squibb 1991 - 2002
Bristol-Myers Squibb December 1981 - December 1991
Bristol-Myers Squibb September 1977 - December 1981
Crouse Irving Memorial Hospital 1970 - 1977
Skills
Hematology, Data Analysis, Writing, Customer Service, Quality Control, Quality Assurance, Technical Writing, Freelance Writing, Information Technology, Project Management, Medical Technology, Photography, Publishing, Presentations, Social Media, Publications, Marketing, Editing, Social Media Marketing, Leadership, Training, Blogging, CRM, Program Management, Creative Writing, Proofreading, Social Networking, Research
Education
CDM 2012 — 2013
Addirtional Certifications, Hematoogy and EKG, 100% in both
Syracuse University 1969 — 1974
Bachelors, Biology
Many Color of Ink December 2010 - Present
Aerotek September 2012 - November 2012
Many Colors of Ink October 2011 - December 2011
Merrill Lynch December 2003 - December 2011
Randstad January 2011 - April 2011
J & J Staffing Resources November 2007 - December 2010
Bristol-Myers Squibb 1991 - 2002
Bristol-Myers Squibb December 1981 - December 1991
Bristol-Myers Squibb September 1977 - December 1981
Crouse Irving Memorial Hospital 1970 - 1977
Skills
Hematology, Data Analysis, Writing, Customer Service, Quality Control, Quality Assurance, Technical Writing, Freelance Writing, Information Technology, Project Management, Medical Technology, Photography, Publishing, Presentations, Social Media, Publications, Marketing, Editing, Social Media Marketing, Leadership, Training, Blogging, CRM, Program Management, Creative Writing, Proofreading, Social Networking, Research
Education
CDM 2012 — 2013
Addirtional Certifications, Hematoogy and EKG, 100% in both
Syracuse University 1969 — 1974
Bachelors, Biology
Emilio Lamar's Merrill Lynch Experience March 1986 - 1995
Job Managing Director
Industry Banking
Experience
Columbus Advisors April 1995 - March 2003
Merrill Lynch March 1986 - 1995
Citibank January 1978 - March 1986
Skills
Emerging Markets, Fixed Income, Corporate Finance, Latin America, Debt, Capital Markets, Hedge Funds, Financial Structuring, Structured Finance, Investment Banking, Portfolio Management, Alternative Investments, Derivatives, Structured Products
Education
Thunderbird School of Global Management 1977 — 1978
MBA
Syracuse University 1973 — 1976
Bachelor's degree, Economics
Utica College of Syracuse University 1972 — 1973
b.a., liberal arts
Columbus Advisors April 1995 - March 2003
Merrill Lynch March 1986 - 1995
Citibank January 1978 - March 1986
Skills
Emerging Markets, Fixed Income, Corporate Finance, Latin America, Debt, Capital Markets, Hedge Funds, Financial Structuring, Structured Finance, Investment Banking, Portfolio Management, Alternative Investments, Derivatives, Structured Products
Education
Thunderbird School of Global Management 1977 — 1978
MBA
Syracuse University 1973 — 1976
Bachelor's degree, Economics
Utica College of Syracuse University 1972 — 1973
b.a., liberal arts
Arthur Meizner, CFA, CAIA, CFP®, AIF® Arthur Meizner, CFA, CAIA, CFP®, AIF®'s Merrill Lynch Experience 2004 - 2005
Job Director, Investment Consulting Services at Hooker & Holcombe Investment Advisors, Inc
Industry Investment Management
Experience
Hooker & Holcombe Investment Advisors, Inc December 2005 - Present
Merrill Lynch 2004 - 2005
Russell Investments January 1998 - July 2003
Advest, Inc. June 1992 - January 1998
Dean Witter (Morgan Stanley) & Fidelity (National Financial Services) 1983 - 1992
WUTR-TV, WVEC-TV, WVIT-TV, WHCN-Radio 1975 - 1982
Skills
Asset Allocation, Risk Management, Defined Contribution, Public Speaking, Asset Managment, Pensions, Series 7, Mutual Funds, Investment Strategies, Wealth Management, Investments, Investment Advisory, Portfolio Management, Investment Management, Alternative Investments, Hedge Funds, Fixed Income, Equities, ETFs, Strategic Financial..., Financial Advisory, Retirement
Education
Syracuse University 1974 — 1975
MS, Broadcasting/Film
University at Buffalo 1971 — 1973
BA, Anthropology
Hooker & Holcombe Investment Advisors, Inc December 2005 - Present
Merrill Lynch 2004 - 2005
Russell Investments January 1998 - July 2003
Advest, Inc. June 1992 - January 1998
Dean Witter (Morgan Stanley) & Fidelity (National Financial Services) 1983 - 1992
WUTR-TV, WVEC-TV, WVIT-TV, WHCN-Radio 1975 - 1982
Skills
Asset Allocation, Risk Management, Defined Contribution, Public Speaking, Asset Managment, Pensions, Series 7, Mutual Funds, Investment Strategies, Wealth Management, Investments, Investment Advisory, Portfolio Management, Investment Management, Alternative Investments, Hedge Funds, Fixed Income, Equities, ETFs, Strategic Financial..., Financial Advisory, Retirement
Education
Syracuse University 1974 — 1975
MS, Broadcasting/Film
University at Buffalo 1971 — 1973
BA, Anthropology
Christine Shostack Christine Shostack's Merrill Lynch Experience 1983 - 1984
Job Business Program Manager at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management November 2010 - Present
Citi February 2010 - December 2010
Northstar Systems International 2006 - August 2010
Christine Shostack, Inc. 2005 - 2006
SunGard Information Technology & Services 2001 - 2003
JPMorgan Chase 1996 - 2001
Chemical Bank 1992 - 1996
Manufacturers Hanover Trust 1984 - 1996
Merrill Lynch 1983 - 1984
Digital Effects/Digital Visions 1980 - 1983
Education
Syracuse University
MLS, Information Studies
University of Rochester
BA, Sociology
Citi Personal Wealth Management November 2010 - Present
Citi February 2010 - December 2010
Northstar Systems International 2006 - August 2010
Christine Shostack, Inc. 2005 - 2006
SunGard Information Technology & Services 2001 - 2003
JPMorgan Chase 1996 - 2001
Chemical Bank 1992 - 1996
Manufacturers Hanover Trust 1984 - 1996
Merrill Lynch 1983 - 1984
Digital Effects/Digital Visions 1980 - 1983
Education
Syracuse University
MLS, Information Studies
University of Rochester
BA, Sociology
Scott Kersey's Merrill Lynch Experience 1990 - 2008
Job Vice President at Bank of America Merrill Lynch
Industry Events Services
Experience
Bank of America July 1990 - Present
Merrill Lynch 1990 - 2008
Skills
Equities
Education
Syracuse University 1974 — 1976
BS, Communications
Bank of America July 1990 - Present
Merrill Lynch 1990 - 2008
Skills
Equities
Education
Syracuse University 1974 — 1976
BS, Communications
Chris Maliarakis's Merrill Lynch Experience December 1999 - August 2002
Job SmartCharge Merchant Services President
Industry Financial Services
Experience
SmartCharge Merchant Services December 2007 - Present
Lexus of Queens June 2004 - February 2007
Merrill Lynch December 1999 - August 2002
Skills
Mutual Funds, Series 7, Credit Cards, Fixed Income, Retirement, Retirement Planning, Equities, 401k, Finance, Loans, Series 63
Education
University of South Florida 1999 — 2002
MBA, Finance, MIS, Mngt
Syracuse University 1992 — 1996
BS, Psychology
SmartCharge Merchant Services December 2007 - Present
Lexus of Queens June 2004 - February 2007
Merrill Lynch December 1999 - August 2002
Skills
Mutual Funds, Series 7, Credit Cards, Fixed Income, Retirement, Retirement Planning, Equities, 401k, Finance, Loans, Series 63
Education
University of South Florida 1999 — 2002
MBA, Finance, MIS, Mngt
Syracuse University 1992 — 1996
BS, Psychology
Josh Albert Josh Albert's Merrill Lynch Experience May 2011 - August 2011
Job Jr. Sales Executive at Revel Systems iPad POS
Industry Newspapers
Experience
Revel Systems iPad POS September 2015 - Present
Hedge Fund Alert & Asset-Backed Alert July 2012 - September 2015
Harrison Scott Publications May 2012 - July 2012
Merrill Lynch May 2011 - August 2011
Syracuse Chiefs Triple A Baseball February 2011 - April 2011
SWK Technology May 2010 - August 2010
Skills
Sales, Salesforce.com, Microsoft Office, Editing, PowerPoint, Social Media, Blogging, Marketing, Facebook, Microsoft Excel, Public Relations, Social Networking, Press Releases, Advertising Sales, Media Sales, Digital Sales, Digital Marketing, New Media
Education
Syracuse University 2008 — 2012
Syracuse University College of Arts and Sciences
Writing
Revel Systems iPad POS September 2015 - Present
Hedge Fund Alert & Asset-Backed Alert July 2012 - September 2015
Harrison Scott Publications May 2012 - July 2012
Merrill Lynch May 2011 - August 2011
Syracuse Chiefs Triple A Baseball February 2011 - April 2011
SWK Technology May 2010 - August 2010
Skills
Sales, Salesforce.com, Microsoft Office, Editing, PowerPoint, Social Media, Blogging, Marketing, Facebook, Microsoft Excel, Public Relations, Social Networking, Press Releases, Advertising Sales, Media Sales, Digital Sales, Digital Marketing, New Media
Education
Syracuse University 2008 — 2012
Syracuse University College of Arts and Sciences
Writing
Maria Saldarriaga's Merrill Lynch Experience April 2014 - August 2014
Job Associate Director of Enrollment Hult International Business School
Industry Marketing and Advertising
Experience
Hult International Business School August 2014 - Present
Merrill Lynch April 2014 - August 2014
Syracuse University January 2013 - May 2013
WeChat September 2012 - December 2012
Syracuse University September 2011 - December 2012
Panalpina May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Teamwork, Operations Management, Spanish
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Marketing/Marketing Management, General and Supply Chain Management
Hult International Business School August 2014 - Present
Merrill Lynch April 2014 - August 2014
Syracuse University January 2013 - May 2013
WeChat September 2012 - December 2012
Syracuse University September 2011 - December 2012
Panalpina May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Teamwork, Operations Management, Spanish
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Marketing/Marketing Management, General and Supply Chain Management
Bryan Joachim's Merrill Lynch Experience May 2013 - June 2013
Job Trainee at ZenithOptimedia
Industry Marketing and Advertising
Experience
ZenithOptimedia Group I The ROI Agency June 2015 - Present
Syracuse University August 2011 - Present
Sigma Phi Epsilon- New York Alpha Chapter September 2014 - Present
DKC May 2014 - August 2014
Camp Kinder Ring June 2013 - August 2013
Merrill Lynch May 2013 - June 2013
Skills
Marketing, Entrepreneurship, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Facebook, Social Networking, Microsoft Word, Research, Leadership, Social Media Marketing, Public Relations, Twitter
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Marketing
ZenithOptimedia Group I The ROI Agency June 2015 - Present
Syracuse University August 2011 - Present
Sigma Phi Epsilon- New York Alpha Chapter September 2014 - Present
DKC May 2014 - August 2014
Camp Kinder Ring June 2013 - August 2013
Merrill Lynch May 2013 - June 2013
Skills
Marketing, Entrepreneurship, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Facebook, Social Networking, Microsoft Word, Research, Leadership, Social Media Marketing, Public Relations, Twitter
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Marketing
David McCaw David McCaw's Merrill Lynch Experience August 2000 - November 2001
Job Senior Benefits Consultant at Mercer
Industry Human Resources
Experience
Mercer April 2015 - Present
ADP March 2014 - Present
Mercer April 2008 - March 2014
The Little Gym of Louisville September 2005 - March 2008
American United Life / OneAmerica June 2002 - September 2005
Merrill Lynch August 2000 - November 2001
Conseco Capital Management May 1999 - August 2000
Merrill Lynch May 1997 - May 1999
Skills
Business Strategy
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance and Marketing
Mercer April 2015 - Present
ADP March 2014 - Present
Mercer April 2008 - March 2014
The Little Gym of Louisville September 2005 - March 2008
American United Life / OneAmerica June 2002 - September 2005
Merrill Lynch August 2000 - November 2001
Conseco Capital Management May 1999 - August 2000
Merrill Lynch May 1997 - May 1999
Skills
Business Strategy
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance and Marketing
Jonathan P. Kokolakis's Merrill Lynch Experience November 2006 - Present
Job Vice President at Merrill Lynch & Co.
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Oppenheimer & Co. August 2001 - November 2006
Morgan Stanley Dean Witter December 1995 - August 2001
Skills
Mortgage, Strategic Planning, Series 7, Portfolio Management, Wealth Management, Retirement Planning, Asset Allocation, Alternative Investments, Fixed Annuities, Strategic Financial..., Investment Advisory, Equities, Financial Advisory, Hedge Funds, Estate Planning, Investment Banking, Financial Analysis, Bloomberg, Retirement
Education
Syracuse University 1987 — 1991
Economics
The Darrow School 1985 — 1987
High School, General Studies
Merrill Lynch November 2006 - Present
Oppenheimer & Co. August 2001 - November 2006
Morgan Stanley Dean Witter December 1995 - August 2001
Skills
Mortgage, Strategic Planning, Series 7, Portfolio Management, Wealth Management, Retirement Planning, Asset Allocation, Alternative Investments, Fixed Annuities, Strategic Financial..., Investment Advisory, Equities, Financial Advisory, Hedge Funds, Estate Planning, Investment Banking, Financial Analysis, Bloomberg, Retirement
Education
Syracuse University 1987 — 1991
Economics
The Darrow School 1985 — 1987
High School, General Studies
Kate Ruben Kate Ruben's Merrill Lynch Experience November 2011 - January 2012
Job Community Relations & Marketing at Radegen Sports Management
Industry Sports
Experience
Radegen Sports Management May 2015 - Present
Delta Delta Delta May 2014 - Present
Leveling the Playing Field, Inc. May 2014 - August 2014
BodyArmor SuperDrink May 2013 - August 2013
Front Row Marketing Services May 2012 - August 2012
Merrill Lynch November 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Sports, Social Media, Microsoft Word, Microsoft Excel, Facebook, Marketing, Salesforce.com, Management, Time Management, CRM, Social Networking, Public Speaking, InDesign, Sales, Social Media Marketing, Dreamweaver, Sport Management, Sports Management
Education
Syracuse University 2011 — 2015
Bachelor's Degree, Sport Management & Marketing
Radegen Sports Management May 2015 - Present
Delta Delta Delta May 2014 - Present
Leveling the Playing Field, Inc. May 2014 - August 2014
BodyArmor SuperDrink May 2013 - August 2013
Front Row Marketing Services May 2012 - August 2012
Merrill Lynch November 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Sports, Social Media, Microsoft Word, Microsoft Excel, Facebook, Marketing, Salesforce.com, Management, Time Management, CRM, Social Networking, Public Speaking, InDesign, Sales, Social Media Marketing, Dreamweaver, Sport Management, Sports Management
Education
Syracuse University 2011 — 2015
Bachelor's Degree, Sport Management & Marketing
Jason Gould's Merrill Lynch Experience July 2005 - January 2006
Job Relationship Manager at EMPOWER Retirement
Industry Investment Management
Experience
EMPOWER Retirement February 2011 - Present
SimCo Strategic Benefit Partners June 2010 - February 2011
Paychex July 2007 - June 2010
Gabelli Asset Management January 2006 - July 2007
Merrill Lynch July 2005 - January 2006
Skills
Series 7, Investments, 401k, Series 66, Mutual Funds, Employee Benefits, Series 63, Uniform Combined State..., Retirement, Series 6, CRM, Disability Insurance, Pensions, Fixed Annuities, Defined Benefit, Retirement Planning
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance
EMPOWER Retirement February 2011 - Present
SimCo Strategic Benefit Partners June 2010 - February 2011
Paychex July 2007 - June 2010
Gabelli Asset Management January 2006 - July 2007
Merrill Lynch July 2005 - January 2006
Skills
Series 7, Investments, 401k, Series 66, Mutual Funds, Employee Benefits, Series 63, Uniform Combined State..., Retirement, Series 6, CRM, Disability Insurance, Pensions, Fixed Annuities, Defined Benefit, Retirement Planning
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance
Daniel J Hennigan Daniel J Hennigan's Merrill Lynch Experience March 1992 - March 2000
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2008 - Present
Morgan Stanley Smith Barney March 2000 - March 2008
Merrill Lynch March 1992 - March 2000
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
BS, Marking/Finance
Wells Fargo Advisors March 2008 - Present
Morgan Stanley Smith Barney March 2000 - March 2008
Merrill Lynch March 1992 - March 2000
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
BS, Marking/Finance
Thomas Fountain Thomas Fountain's Merrill Lynch Experience May 2010 - August 2010
Job Market Intelligence Analyst II at Fresenius Medical Care
Industry Medical Devices
Experience
Fresenius Medical Care August 2015 - Present
Fresenius Medical Care June 2014 - June 2015
First American Education Finance November 2013 - June 2014
AXA Advisors June 2012 - August 2012
KeyBank May 2011 - January 2012
Merrill Lynch May 2010 - August 2010
Skills
Tableau, QlikView, Microsoft Excel, Microsoft Office, Analysis, Data Analysis, Team Building, Sales, Investments, Time Management, Financial Analysis, Team Management, Strategic Financial..., Marketing, Valuation, Commercial Real Estate, Microsoft Word, PowerPoint, Argus Modeling, Finance, Friendly Personality, Entrepreneurship, Leadership, Teamwork, Customer Satisfaction, Mutual Funds, Employee Benefits, Management, Portfolio Management, Market Research, Access, Presentations, Organization, Customer Service, Public Speaking
Education
Syracuse University 2009 — 2013
Bachelor’s Degree, Commercial Real Estate and Finance
University of New South Wales 2012 — 2012
Study Abroad
Fresenius Medical Care August 2015 - Present
Fresenius Medical Care June 2014 - June 2015
First American Education Finance November 2013 - June 2014
AXA Advisors June 2012 - August 2012
KeyBank May 2011 - January 2012
Merrill Lynch May 2010 - August 2010
Skills
Tableau, QlikView, Microsoft Excel, Microsoft Office, Analysis, Data Analysis, Team Building, Sales, Investments, Time Management, Financial Analysis, Team Management, Strategic Financial..., Marketing, Valuation, Commercial Real Estate, Microsoft Word, PowerPoint, Argus Modeling, Finance, Friendly Personality, Entrepreneurship, Leadership, Teamwork, Customer Satisfaction, Mutual Funds, Employee Benefits, Management, Portfolio Management, Market Research, Access, Presentations, Organization, Customer Service, Public Speaking
Education
Syracuse University 2009 — 2013
Bachelor’s Degree, Commercial Real Estate and Finance
University of New South Wales 2012 — 2012
Study Abroad
George Mouded George Mouded's Merrill Lynch Experience September 2003 - November 2006
Job Financial Planner at Economic Planning Group
Industry Financial Services
Experience
Economic Planning Group September 2011 - Present
Penn Mutual October 2009 - September 2011
UBS Financial Services, Inc. November 2006 - October 2009
Merrill Lynch September 2003 - November 2006
Skills
Finance, Series 7, Retirement Planning, Mutual Funds, Investments, Wealth Management, Investment Advisory, Series 63, Retirement, Estate Planning, Asset Allocation, Strategic Financial..., Securities, Alternative Investments, Portfolio Management, Asset Management, Equities, Insurance, Financial Analysis, Financial Modeling
Education
Syracuse University 1999 — 2003
Finance
Economic Planning Group September 2011 - Present
Penn Mutual October 2009 - September 2011
UBS Financial Services, Inc. November 2006 - October 2009
Merrill Lynch September 2003 - November 2006
Skills
Finance, Series 7, Retirement Planning, Mutual Funds, Investments, Wealth Management, Investment Advisory, Series 63, Retirement, Estate Planning, Asset Allocation, Strategic Financial..., Securities, Alternative Investments, Portfolio Management, Asset Management, Equities, Insurance, Financial Analysis, Financial Modeling
Education
Syracuse University 1999 — 2003
Finance
Amit Bokil Amit Bokil's Merrill Lynch Experience November 2002 - October 2006
Job Manager IT Infrastructure Programs and Projects at Ernst & Young
Industry Financial Services
Experience
Ernst & Young March 2012 - Present
Merck November 2011 - March 2012
Credit Suisse March 2011 - October 2011
Thomson Reuters October 2009 - March 2011
Ernst and Young October 2006 - October 2009
Merrill Lynch November 2002 - October 2006
Satyam Computer services Limited March 2001 - November 2002
Skills
Vendor Management, PMP, PMO, ITIL, Service Delivery, Project Delivery, Program Management, Business Analysis, Data Center, Project Portfolio..., IT Strategy, Data Center..., Project Management, MS Project, IT Infrastructure..., Process Improvement, Resource Management, Strategic Planning, Communication, Data Center Relocation, IT Management
Education
PMI 2005 — 2018
PMP, Project Management
Symbiosis International University 1996 — 1998
Master of Business Administration (M.B.A.), Telecom, Systems Management
Ernst & Young March 2012 - Present
Merck November 2011 - March 2012
Credit Suisse March 2011 - October 2011
Thomson Reuters October 2009 - March 2011
Ernst and Young October 2006 - October 2009
Merrill Lynch November 2002 - October 2006
Satyam Computer services Limited March 2001 - November 2002
Skills
Vendor Management, PMP, PMO, ITIL, Service Delivery, Project Delivery, Program Management, Business Analysis, Data Center, Project Portfolio..., IT Strategy, Data Center..., Project Management, MS Project, IT Infrastructure..., Process Improvement, Resource Management, Strategic Planning, Communication, Data Center Relocation, IT Management
Education
PMI 2005 — 2018
PMP, Project Management
Symbiosis International University 1996 — 1998
Master of Business Administration (M.B.A.), Telecom, Systems Management
Erin Morrissey's Merrill Lynch Experience May 2007 - August 2007
Job PR Manager at Konnect Public Relations
Industry Public Relations and Communications
Experience
Konnect Public Relations October 2014 - Present
Konnect Public Relations December 2013 - October 2014
Konnect Public Relations January 2013 - December 2013
Konnect Public Relations April 2012 - December 2012
eileen koch and company INC November 2010 - March 2012
Levine Communications April 2010 - September 2010
Anderson Group Public Relations May 2010 - July 2010
Keiler and Company May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Social Media, Social Media Marketing, Event Planning, Public Relations, Facebook, Press Releases, Editing, PowerPoint, Media Relations, Publicity, Cision, Advertising, Social Networking, Strategic Communications, Blogging
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Marketing and Finance
Konnect Public Relations October 2014 - Present
Konnect Public Relations December 2013 - October 2014
Konnect Public Relations January 2013 - December 2013
Konnect Public Relations April 2012 - December 2012
eileen koch and company INC November 2010 - March 2012
Levine Communications April 2010 - September 2010
Anderson Group Public Relations May 2010 - July 2010
Keiler and Company May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Social Media, Social Media Marketing, Event Planning, Public Relations, Facebook, Press Releases, Editing, PowerPoint, Media Relations, Publicity, Cision, Advertising, Social Networking, Strategic Communications, Blogging
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Marketing and Finance
Michael Neil Michael Neil's Merrill Lynch Experience August 2005 - January 2009
Job Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners August 2012 - Present
JRAid June 2011 - Present
Merrill Lynch Wealth Management, Bank of America Corporation January 2009 - June 2012
Merrill Lynch August 2005 - January 2009
American Business Financial Services March 2004 - April 2005
Ascentive LLC March 2002 - February 2004
eCal Corporation January 1999 - July 2001
Mike Rosen & Associates December 1994 - January 1999
Education
Syracuse University
Franklin Square Capital Partners August 2012 - Present
JRAid June 2011 - Present
Merrill Lynch Wealth Management, Bank of America Corporation January 2009 - June 2012
Merrill Lynch August 2005 - January 2009
American Business Financial Services March 2004 - April 2005
Ascentive LLC March 2002 - February 2004
eCal Corporation January 1999 - July 2001
Mike Rosen & Associates December 1994 - January 1999
Education
Syracuse University
Calvin Hsu Calvin Hsu's Merrill Lynch Experience June 2000 - May 2007
Job Vice President Investment Specialist at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank May 2007 - Present
Merrill Lynch June 2000 - May 2007
Skills
Wealth Management, Equities, Alternative Investments, Fixed Income, Series 7, Investments, Asset Allocation, Private Banking, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Investment Advisory, Bloomberg, Capital Markets, Structured Products, Investment Strategies, Series 63, Mutual Funds, Wealth Management..., Securities, Investment Management, Financial Markets
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor of Science (B.S.), Finance, General
HSBC Private Bank May 2007 - Present
Merrill Lynch June 2000 - May 2007
Skills
Wealth Management, Equities, Alternative Investments, Fixed Income, Series 7, Investments, Asset Allocation, Private Banking, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Investment Advisory, Bloomberg, Capital Markets, Structured Products, Investment Strategies, Series 63, Mutual Funds, Wealth Management..., Securities, Investment Management, Financial Markets
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Eric Fagan's Merrill Lynch Experience May 2009 - August 2009
Job Fixed Income Specialist
Industry Financial Services
Experience
FactSet April 2015 - Present
FactSet April 2014 - March 2015
FactSet Research Systems October 2012 - April 2014
SEI March 2012 - October 2012
SEI Investments November 2010 - March 2012
City Year June 2010 - November 2010
Merrill Lynch May 2009 - August 2009
Skills
Asset Allocation, Fixed Income, Wealth Management, Equities, Management, Finance, Mutual Funds, Trading, Banking, Accounting, PowerPoint, Financial Analysis, Investments, Microsoft Office, Microsoft Excel
Education
Syracuse University 2006 — 2010
BA, Economics
FactSet April 2015 - Present
FactSet April 2014 - March 2015
FactSet Research Systems October 2012 - April 2014
SEI March 2012 - October 2012
SEI Investments November 2010 - March 2012
City Year June 2010 - November 2010
Merrill Lynch May 2009 - August 2009
Skills
Asset Allocation, Fixed Income, Wealth Management, Equities, Management, Finance, Mutual Funds, Trading, Banking, Accounting, PowerPoint, Financial Analysis, Investments, Microsoft Office, Microsoft Excel
Education
Syracuse University 2006 — 2010
BA, Economics
Kristin Roth-Schrefer Kristin Roth-Schrefer's Merrill Lynch Experience September 2008 - May 2011
Job Communications Director at Doris Duke Charitable Foundation
Industry Writing and Editing
Experience
Doris Duke Charitable Foundation January 2015 - Present
Doris Duke Charitable Foundation May 2011 - December 2014
Merrill Lynch September 2008 - May 2011
American Express April 2006 - September 2008
Newsweek International 2003 - 2007
Various Magazines, Newspapers, Websites, Book Publishers, and TV Programs 2003 - 2007
CDNOW.com (Bertelsmann Group) 2001 - 2003
Rolling Stone 1999 - 2001
Skills
Editing, Magazines, Storytelling, Media Relations, Publications, Copy Editing, Copywriting
Education
ECCHS
Syracuse University
B.S., Magazine Journalism
Doris Duke Charitable Foundation January 2015 - Present
Doris Duke Charitable Foundation May 2011 - December 2014
Merrill Lynch September 2008 - May 2011
American Express April 2006 - September 2008
Newsweek International 2003 - 2007
Various Magazines, Newspapers, Websites, Book Publishers, and TV Programs 2003 - 2007
CDNOW.com (Bertelsmann Group) 2001 - 2003
Rolling Stone 1999 - 2001
Skills
Editing, Magazines, Storytelling, Media Relations, Publications, Copy Editing, Copywriting
Education
ECCHS
Syracuse University
B.S., Magazine Journalism
Courtney Chapman's Merrill Lynch Experience June 2014 - Present
Job MBA Candidate at Syracuse University
Industry Management Consulting
Experience
Merrill Lynch June 2014 - Present
Villanova University Sustainability April 2014 - Present
Villanova University LAS Bridge Society February 2014 - Present
Student Athlete Leadership Institute September 2012 - Present
Villanova University September 2011 - Present
Villanova University June 2013 - August 2013
Onondaga County Forensic Center, Syracuse, NY June 2012 - August 2012
Skills
Intercollegiate..., Athletics, Sports, Facebook, PowerPoint, Higher Education, Critical Thinking, Public Speaking, Microsoft Word, Microsoft Excel, SPSS, Leadership, Microsoft Office, Research, Social Media, Teamwork, Time Management, Social Networking, Data Analysis, Event Planning, Finance
Education
Syracuse University 2015 — 2017
Master of Business Administration (MBA)
Villanova University 2011 — 2015
Bachelor of Arts (B.A.), Economics Major/ Biology Minor
Fayetteville Manlius High School 2007 — 2011
general high school diploma
Merrill Lynch June 2014 - Present
Villanova University Sustainability April 2014 - Present
Villanova University LAS Bridge Society February 2014 - Present
Student Athlete Leadership Institute September 2012 - Present
Villanova University September 2011 - Present
Villanova University June 2013 - August 2013
Onondaga County Forensic Center, Syracuse, NY June 2012 - August 2012
Skills
Intercollegiate..., Athletics, Sports, Facebook, PowerPoint, Higher Education, Critical Thinking, Public Speaking, Microsoft Word, Microsoft Excel, SPSS, Leadership, Microsoft Office, Research, Social Media, Teamwork, Time Management, Social Networking, Data Analysis, Event Planning, Finance
Education
Syracuse University 2015 — 2017
Master of Business Administration (MBA)
Villanova University 2011 — 2015
Bachelor of Arts (B.A.), Economics Major/ Biology Minor
Fayetteville Manlius High School 2007 — 2011
general high school diploma
James Theiner's Merrill Lynch Experience August 2009 - January 2012
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America October 2012 - Present
Cupecoy Consulting January 2012 - October 2012
Merrill Lynch August 2009 - January 2012
Bank of America November 2003 - August 2009
Symphoni Interactive December 1998 - November 2003
Daiwa Securities America Inc. 1987 - 1998
Bear Stearns 1985 - 1987
Skills
Capital Markets, Program Management, Risk, Team Leadership, Business Process Design, Six Sigma, Data Warehousing, Systems Conversions, Risk Management, Business Analysis, Compliance, Fixed Income, SDLC, Business Intelligence, Change Management, PMO, Strategic Planning, IT Strategy, Business Management, Business Process..., Software Project..., Wealth Management, Integration, Financial Management, Customer Relations, Derivatives, Vendor Management, Financial Risk, Management, Portfolio Management, Cross-functional Team..., CRM, Billing Systems, Customer Service, Managerial Finance
Education
New York University, Stern School of Business 1993 — 1998
MBA, Finance, Information Systems and International Business
NYU School of Continuing Education 1987 — 1989
Certification, Bank Lending
Syracuse University - Martin J. Whitman School of Management 1981 — 1985
BS, Finance
Bank of America October 2012 - Present
Cupecoy Consulting January 2012 - October 2012
Merrill Lynch August 2009 - January 2012
Bank of America November 2003 - August 2009
Symphoni Interactive December 1998 - November 2003
Daiwa Securities America Inc. 1987 - 1998
Bear Stearns 1985 - 1987
Skills
Capital Markets, Program Management, Risk, Team Leadership, Business Process Design, Six Sigma, Data Warehousing, Systems Conversions, Risk Management, Business Analysis, Compliance, Fixed Income, SDLC, Business Intelligence, Change Management, PMO, Strategic Planning, IT Strategy, Business Management, Business Process..., Software Project..., Wealth Management, Integration, Financial Management, Customer Relations, Derivatives, Vendor Management, Financial Risk, Management, Portfolio Management, Cross-functional Team..., CRM, Billing Systems, Customer Service, Managerial Finance
Education
New York University, Stern School of Business 1993 — 1998
MBA, Finance, Information Systems and International Business
NYU School of Continuing Education 1987 — 1989
Certification, Bank Lending
Syracuse University - Martin J. Whitman School of Management 1981 — 1985
BS, Finance
Nicholas Harisis Nicholas Harisis's Merrill Lynch Experience September 2005 - January 2006
Job Associate Director, Planning at Vizeum
Industry Marketing and Advertising
Experience
Dentsu Aegis February 2015 - Present
Maxus Global May 2014 - Present
Zenith Optimedia July 2012 - May 2014
Starcom MediaVest Group June 2010 - May 2012
MediaCom Worldwide May 2008 - May 2010
Universal McCann July 2006 - May 2008
Merrill Lynch September 2005 - January 2006
Butler Till Media Services, Inc June 2004 - August 2005
Skills
Integrated Marketing, Communications Planning, Digital Media, Media Planning, Television, Marketing, Strategy, Digital Marketing
Education
Syracuse University 2002 — 2006
B.S., Advertising, Marketing
Dentsu Aegis February 2015 - Present
Maxus Global May 2014 - Present
Zenith Optimedia July 2012 - May 2014
Starcom MediaVest Group June 2010 - May 2012
MediaCom Worldwide May 2008 - May 2010
Universal McCann July 2006 - May 2008
Merrill Lynch September 2005 - January 2006
Butler Till Media Services, Inc June 2004 - August 2005
Skills
Integrated Marketing, Communications Planning, Digital Media, Media Planning, Television, Marketing, Strategy, Digital Marketing
Education
Syracuse University 2002 — 2006
B.S., Advertising, Marketing
Doug Bradshaw Doug Bradshaw's Merrill Lynch Experience January 2006 - December 2009
Job Director of Communications at Strategic Results
Industry Entertainment
Experience
Strategic Results 2015 - Present
Through the 4th Wall Transmedia Productions January 2014 - Present
US Merchant Connection July 2011 - Present
Black Clover Productions November 2010 - Present
TransPerfect July 2009 - October 2010
Merrill Lynch January 2006 - December 2009
Skills
Entrepreneurship, Finance, Public Relations, Leadership, Marketing, Television, Payments, Social Media, Mergers & Acquisitions, Strategy, Business Development, Business Strategy, Start-ups, Retail, Strategic Partnerships, Strategic Planning, Networking, Marketing Strategy, Management, Cold Calling, Due Diligence, New Business Development, Nonprofits
Education
Syracuse University
BA, English
The Sidwell Friends School
Strategic Results 2015 - Present
Through the 4th Wall Transmedia Productions January 2014 - Present
US Merchant Connection July 2011 - Present
Black Clover Productions November 2010 - Present
TransPerfect July 2009 - October 2010
Merrill Lynch January 2006 - December 2009
Skills
Entrepreneurship, Finance, Public Relations, Leadership, Marketing, Television, Payments, Social Media, Mergers & Acquisitions, Strategy, Business Development, Business Strategy, Start-ups, Retail, Strategic Partnerships, Strategic Planning, Networking, Marketing Strategy, Management, Cold Calling, Due Diligence, New Business Development, Nonprofits
Education
Syracuse University
BA, English
The Sidwell Friends School
Candida Casey Candida Casey's Merrill Lynch Experience 1993 - 1996
Job Wealth Management at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2013 - Present
William Blair 1996 - 2013
Merrill Lynch 1993 - 1996
Lehman Brothers 1988 - 1993
Montgomery Securities 1986 - 1988
Skills
Equities
Education
Thunderbird School of Global Management 1984 — 1986
MBA
Sweet Briar College
Bachelor’s Degree
Morgan Stanley April 2013 - Present
William Blair 1996 - 2013
Merrill Lynch 1993 - 1996
Lehman Brothers 1988 - 1993
Montgomery Securities 1986 - 1988
Skills
Equities
Education
Thunderbird School of Global Management 1984 — 1986
MBA
Sweet Briar College
Bachelor’s Degree
Dave Peru Dave Peru's Merrill Lynch Experience 1994 - 2000
Job Senior Multimedia Database Developer at Sirius XM Radio Inc.
Industry Banking
Experience
Sirius XM Radio Inc. September 2012 - Present
ThoughtShift, Inc. April 2011 - August 2012
Deutsche Bank July 2009 - April 2011
BP Hobbies LLC September 2001 - June 2009
Manhattan Associates 2000 - 2001
Merrill Lynch 1994 - 2000
Intel Corporation 1991 - 1993
Intel Corporation 1991 - 1993
Intel 1990 - 1993
Harris Semiconductor 1985 - 1992
Skills
SQL Server, Web Services, Databases, Software Development, Application Development, IT Management, C#, Architecture, SQL, ASP.NET, .NET, JavaScript, Business Analysis, Cloud Computing, Microsoft SQL Server, Java, Mobile Applications, Architectures, Testing, Visual Studio, C++, IIS, Database Design, Oracle, Enterprise Architecture
Education
Syracuse University 1981 — 1985
BS, Computer and Informational Science
Middletown High School South 1978 — 1981
HS Diploma
Sirius XM Radio Inc. September 2012 - Present
ThoughtShift, Inc. April 2011 - August 2012
Deutsche Bank July 2009 - April 2011
BP Hobbies LLC September 2001 - June 2009
Manhattan Associates 2000 - 2001
Merrill Lynch 1994 - 2000
Intel Corporation 1991 - 1993
Intel Corporation 1991 - 1993
Intel 1990 - 1993
Harris Semiconductor 1985 - 1992
Skills
SQL Server, Web Services, Databases, Software Development, Application Development, IT Management, C#, Architecture, SQL, ASP.NET, .NET, JavaScript, Business Analysis, Cloud Computing, Microsoft SQL Server, Java, Mobile Applications, Architectures, Testing, Visual Studio, C++, IIS, Database Design, Oracle, Enterprise Architecture
Education
Syracuse University 1981 — 1985
BS, Computer and Informational Science
Middletown High School South 1978 — 1981
HS Diploma
Justin Klimaszewski's Merrill Lynch Experience September 2009 - December 2009
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays January 2014 - Present
FactSet September 2013 - January 2014
FactSet Research Systems March 2012 - September 2013
FactSet Research Systems November 2010 - April 2012
Merrill Lynch September 2009 - December 2009
PCH June 2009 - August 2009
Worldview Software June 2007 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Bloomberg, Data Analysis, Financial Analysis, Microsoft Office, Analysis, Public Speaking, FACTSET, Equities
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S., Finance, Economics
Syracuse University 2008 — 2008
London Abroad Program
Barclays January 2014 - Present
FactSet September 2013 - January 2014
FactSet Research Systems March 2012 - September 2013
FactSet Research Systems November 2010 - April 2012
Merrill Lynch September 2009 - December 2009
PCH June 2009 - August 2009
Worldview Software June 2007 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Bloomberg, Data Analysis, Financial Analysis, Microsoft Office, Analysis, Public Speaking, FACTSET, Equities
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B.S., Finance, Economics
Syracuse University 2008 — 2008
London Abroad Program
William Dykas William Dykas's Merrill Lynch Experience 2010 - 2012
Job Business and Market Development | Product Management
Industry Information Technology and Services
Experience
Telit IoT Platforms (ILS Technology) 2015 - Present
Stratal 2015 - Present
LinguaSys 2012 - 2015
Merrill Lynch 2010 - 2012
IBM 2008 - 2009
International Business Machines 2004 - 2008
IBM 1999 - 2004
Sensormatic Electronics 1997 - 1999
Encore Computer Corporation 1993 - 1997
Skills
Product Management, Business Development, Strategy, Business Strategy, Go-to-market Strategy, Program Management, Entrepreneurship, Competitive Analysis, Product Development, Strategic Planning, Strategic Partnerships, Leadership, Cross-functional Team..., Business Alliances, Start-ups, Executive Management, Marketing, Partnerships, Business Planning, Sales Operations, Management, Solution Selling, Enterprise Software, New Business Development, Vendor Management, Sales, Product Marketing, Wireless, CRM, Internet of Things, Emerging Technologies, Partnerships and..., Market Penetration and..., Market Planning and..., Customer/Client..., International Marketing, Intellectual Property..., Collaborative Innovation, SaaS Strategies, Business Analytics, Business Analysis, Product Launch, M2M, Big Data Analytics, RFID Applications, Certified ScrumMaster, Leveraging Strategic..., Pervasive Computing, Data Analysis, Market Development
Education
Syracuse University
BS, Mechanical Engineering
University of Washington, Michael G. Foster School of Business
MBA, Business Administration
Telit IoT Platforms (ILS Technology) 2015 - Present
Stratal 2015 - Present
LinguaSys 2012 - 2015
Merrill Lynch 2010 - 2012
IBM 2008 - 2009
International Business Machines 2004 - 2008
IBM 1999 - 2004
Sensormatic Electronics 1997 - 1999
Encore Computer Corporation 1993 - 1997
Skills
Product Management, Business Development, Strategy, Business Strategy, Go-to-market Strategy, Program Management, Entrepreneurship, Competitive Analysis, Product Development, Strategic Planning, Strategic Partnerships, Leadership, Cross-functional Team..., Business Alliances, Start-ups, Executive Management, Marketing, Partnerships, Business Planning, Sales Operations, Management, Solution Selling, Enterprise Software, New Business Development, Vendor Management, Sales, Product Marketing, Wireless, CRM, Internet of Things, Emerging Technologies, Partnerships and..., Market Penetration and..., Market Planning and..., Customer/Client..., International Marketing, Intellectual Property..., Collaborative Innovation, SaaS Strategies, Business Analytics, Business Analysis, Product Launch, M2M, Big Data Analytics, RFID Applications, Certified ScrumMaster, Leveraging Strategic..., Pervasive Computing, Data Analysis, Market Development
Education
Syracuse University
BS, Mechanical Engineering
University of Washington, Michael G. Foster School of Business
MBA, Business Administration
Leslie Frank Leslie Frank's Merrill Lynch Experience February 1994 - May 2005
Job Next Level Funding
Industry Financial Services
Experience
Next Level Funding February 2012 - Present
GreenCrest Capital LLC September 2010 - August 2011
Sandgrain Securities, Inc. May 2005 - June 2010
Merrill Lynch February 1994 - May 2005
Macy's Northeast February 1983 - May 1992
Skills
Capital Markets, Alternative Investments, Business Development, Financial Markets, Marketing, Private Equity, Funding, New Business Development, Asset Management
Education
Syracuse University 1979 — 1983
BA, Communications
Next Level Funding February 2012 - Present
GreenCrest Capital LLC September 2010 - August 2011
Sandgrain Securities, Inc. May 2005 - June 2010
Merrill Lynch February 1994 - May 2005
Macy's Northeast February 1983 - May 1992
Skills
Capital Markets, Alternative Investments, Business Development, Financial Markets, Marketing, Private Equity, Funding, New Business Development, Asset Management
Education
Syracuse University 1979 — 1983
BA, Communications
Andrew M. Fuhrer Andrew M. Fuhrer's Merrill Lynch Experience June 2012 - August 2012
Job Recent Finance Graduate Seeking Opportunities
Industry Financial Services
Experience
Aon Risk Solutions June 2014 - July 2014
Executive Homesearch June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, Java, C, English, Matlab, Windows, AutoCAD, Event Planning, SQL, Team Leadership, Outlook, Access, Project Planning, Data Analysis
Education
Syracuse University 2011 — 2015
Bachelor of Science (B.S.), Finance
Academia del Perpetuo Socorro Class of 2011 1998 — 2011
Aon Risk Solutions June 2014 - July 2014
Executive Homesearch June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, Java, C, English, Matlab, Windows, AutoCAD, Event Planning, SQL, Team Leadership, Outlook, Access, Project Planning, Data Analysis
Education
Syracuse University 2011 — 2015
Bachelor of Science (B.S.), Finance
Academia del Perpetuo Socorro Class of 2011 1998 — 2011
James Hornung James Hornung's Merrill Lynch Experience June 2009 - August 2009
Job Corporate Account Executive at Marketo
Industry Marketing and Advertising
Experience
Marketo November 2014 - Present
Marketo September 2013 - October 2014
salesforce.com February 2013 - August 2013
salesforce.com June 2012 - August 2012
Verizon Business June 2012 - August 2012
Syracuse University September 2011 - June 2012
Syracuse University October 2011 - March 2012
Merrill Lynch June 2009 - August 2009
Patterson Club April 2005 - January 2009
Skills
Salesforce.com, Entrepreneurship, Sales, Microsoft Office, Teamwork, Creative Problem Solving, CRM, Lead Generation, Email Marketing, SaaS, Marketing, Social Media, Presentations, Entrepreneurial Skills, Radian6, LinkedIn, B2B Marketing, Marketing Automation, Quote Preparation, Strategy, Leadership, Management, Marketing Strategy, Social Media Marketing, Social Networking
Education
Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Marketing and Entreprneurship
Syracuse University 2008 — 2012
Bachelor of Science (BS), Marketing and Entrepreneurship and Emerging Enterprises
Marketo November 2014 - Present
Marketo September 2013 - October 2014
salesforce.com February 2013 - August 2013
salesforce.com June 2012 - August 2012
Verizon Business June 2012 - August 2012
Syracuse University September 2011 - June 2012
Syracuse University October 2011 - March 2012
Merrill Lynch June 2009 - August 2009
Patterson Club April 2005 - January 2009
Skills
Salesforce.com, Entrepreneurship, Sales, Microsoft Office, Teamwork, Creative Problem Solving, CRM, Lead Generation, Email Marketing, SaaS, Marketing, Social Media, Presentations, Entrepreneurial Skills, Radian6, LinkedIn, B2B Marketing, Marketing Automation, Quote Preparation, Strategy, Leadership, Management, Marketing Strategy, Social Media Marketing, Social Networking
Education
Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Marketing and Entreprneurship
Syracuse University 2008 — 2012
Bachelor of Science (BS), Marketing and Entrepreneurship and Emerging Enterprises
Nabeel Alamgir's Merrill Lynch Experience June 2011 - September 2011
Job Co Founder at Linute
Industry Marketing and Advertising
Experience
Linute September 2014 - Present
Bareburger Group LLC January 2013 - Present
U.S. House of Representatives August 2012 - December 2012
American Red Cross in Greater New York November 2010 - November 2011
Merrill Lynch June 2011 - September 2011
Torque Enterprise September 2007 - June 2010
Apple Inc. June 2007 - August 2008
Skills
Leadership, Social Networking, Social Media Marketing, Fundraising, Community Outreach, Web Design, Final Cut Pro, Staff Development, Entrepreneurship, Public Speaking, Advertising, Adobe Creative Suite, Table Tennis, Moving Forward, Succeeding, Creative Writing, Ping Pong, WordPress, Singing, Computers, Winning, Start-ups, Video Editing, Video Production, Illustrator, Online Advertising, Marketing Communications, Graphic Design, Integrated Marketing, Marketing Strategy, Digital Marketing, Social Media, Online Marketing, Digital Media, SEO
Education
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Economics
William C. Bryant High School 2006 — 2010
Indian Public School
Linute September 2014 - Present
Bareburger Group LLC January 2013 - Present
U.S. House of Representatives August 2012 - December 2012
American Red Cross in Greater New York November 2010 - November 2011
Merrill Lynch June 2011 - September 2011
Torque Enterprise September 2007 - June 2010
Apple Inc. June 2007 - August 2008
Skills
Leadership, Social Networking, Social Media Marketing, Fundraising, Community Outreach, Web Design, Final Cut Pro, Staff Development, Entrepreneurship, Public Speaking, Advertising, Adobe Creative Suite, Table Tennis, Moving Forward, Succeeding, Creative Writing, Ping Pong, WordPress, Singing, Computers, Winning, Start-ups, Video Editing, Video Production, Illustrator, Online Advertising, Marketing Communications, Graphic Design, Integrated Marketing, Marketing Strategy, Digital Marketing, Social Media, Online Marketing, Digital Media, SEO
Education
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Economics
William C. Bryant High School 2006 — 2010
Indian Public School
Rebecca Roa Rebecca Roa's Merrill Lynch Experience September 2006 - February 2009
Job University Recruiter at Facebook
Industry Internet
Experience
Facebook April 2012 - Present
Barclays April 2010 - March 2012
BASF February 2009 - April 2010
Merrill Lynch September 2006 - February 2009
Lehman Brothers February 2004 - February 2006
Skills
Applicant Tracking..., Talent Acquisition, Technical Recruiting, Onboarding, Training, Sourcing, College Recruiting, Internet Recruiting, Human Resources, Interviews, Temporary Placement
Education
Syracuse University 1999 — 2003
Bachelor of Arts, Economics
Princeton High School 1995 — 1999
Facebook April 2012 - Present
Barclays April 2010 - March 2012
BASF February 2009 - April 2010
Merrill Lynch September 2006 - February 2009
Lehman Brothers February 2004 - February 2006
Skills
Applicant Tracking..., Talent Acquisition, Technical Recruiting, Onboarding, Training, Sourcing, College Recruiting, Internet Recruiting, Human Resources, Interviews, Temporary Placement
Education
Syracuse University 1999 — 2003
Bachelor of Arts, Economics
Princeton High School 1995 — 1999
Jim Nikolai's Merrill Lynch Experience July 1987 - March 1996
Job Consultant
Industry Financial Services
Experience
Rodman & Renshaw April 2011 - August 2012
Hudson Securities June 2010 - April 2011
Jefferies & Co March 1996 - January 2009
Merrill Lynch July 1987 - March 1996
IBM July 1985 - July 1987
Skills
Series 7, 63, and 24, Trading Systems, Equities, Trading, Business Strategy, Investment Banking, IT Strategy, Capital Markets, Securities, Financial Modeling, Equity Trading, Hedge Funds, Electronic Trading, Business Planning, Prime Brokerage, Financial Markets, Fixed Income, Business Analysis, Financial Services, Options, Derivatives, Project Planning, Investments, Market Data, Middle Office, Back Office, Risk Management, Series 7, Bloomberg, Equity Derivatives, Vendor Management, Financial Risk
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1985
Master of Business Administration (MBA), Management Information Systems & Marketing
Syracuse University 1982 — 1984
Bachelor of Science (BS), Industrial Engineering & Operations Research
Rodman & Renshaw April 2011 - August 2012
Hudson Securities June 2010 - April 2011
Jefferies & Co March 1996 - January 2009
Merrill Lynch July 1987 - March 1996
IBM July 1985 - July 1987
Skills
Series 7, 63, and 24, Trading Systems, Equities, Trading, Business Strategy, Investment Banking, IT Strategy, Capital Markets, Securities, Financial Modeling, Equity Trading, Hedge Funds, Electronic Trading, Business Planning, Prime Brokerage, Financial Markets, Fixed Income, Business Analysis, Financial Services, Options, Derivatives, Project Planning, Investments, Market Data, Middle Office, Back Office, Risk Management, Series 7, Bloomberg, Equity Derivatives, Vendor Management, Financial Risk
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1985
Master of Business Administration (MBA), Management Information Systems & Marketing
Syracuse University 1982 — 1984
Bachelor of Science (BS), Industrial Engineering & Operations Research
Kurt Lofters's Merrill Lynch Experience 2005 - 2007
Job Senior Investment Consultant at Gray & Co
Industry Financial Services
Experience
Gray & Co February 2007 - Present
Merrill Lynch 2005 - 2007
Invesco Aim 2001 - 2005
Education
Syracuse University 1998 — 1999
MPA, Public Administration
SUNY at Buffalo 1994 — 1996
Bachelors, Biology
Gray & Co February 2007 - Present
Merrill Lynch 2005 - 2007
Invesco Aim 2001 - 2005
Education
Syracuse University 1998 — 1999
MPA, Public Administration
SUNY at Buffalo 1994 — 1996
Bachelors, Biology
Judy Mareiniss's Merrill Lynch Experience March 1999 - April 2009
Job Audio Visual/IT Technician and Sound Engineer
Industry Events Services
Experience
Broad Street Ballroom May 2011 - Present
Leman Manhattan Preparatory School May 2011 - Present
Merrill Lynch March 1999 - April 2009
various clients 1985 - 1999
Big Apple Circus October 1991 - November 1993
CBGB Night Club 1985 - 1990
Skills
Music
Education
Syracuse University 1977 — 1979
BS in Radio and TV, Focus on audio engineering
Broad Street Ballroom May 2011 - Present
Leman Manhattan Preparatory School May 2011 - Present
Merrill Lynch March 1999 - April 2009
various clients 1985 - 1999
Big Apple Circus October 1991 - November 1993
CBGB Night Club 1985 - 1990
Skills
Music
Education
Syracuse University 1977 — 1979
BS in Radio and TV, Focus on audio engineering
Bill Thrush's Merrill Lynch Experience January 2007 - Present
Job Senior Vice President, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2007 - Present
UBS January 2002 - January 2007
Breakaway Solutions August 2000 - August 2001
Groundswell LLC July 1999 - August 2000
Education
Syracuse University 1978 — 1982
Bachelor of Arts (B.A.)
Merrill Lynch January 2007 - Present
UBS January 2002 - January 2007
Breakaway Solutions August 2000 - August 2001
Groundswell LLC July 1999 - August 2000
Education
Syracuse University 1978 — 1982
Bachelor of Arts (B.A.)
Andrew Spielman's Merrill Lynch Experience February 2001 - September 2009
Job VP at Citi
Industry Information Technology and Services
Experience
Citi September 2009 - Present
Merrill Lynch February 2001 - September 2009
Prudential Securities/Prudential Equity Group 1993 - 2000
Skills
Mainframe, SDLC, DB2, CICS, COBOL, Requirements Gathering, Software Project..., Management, Requirements Analysis, Business Requirements, PMP, Business Analysis, Financial Services, IT Strategy, Banking, Capital Markets, Project Management, Leadership, Risk Management, PMO, Equities
Education
Syracuse University 1991 — 1993
BS, Information Systems
Citi September 2009 - Present
Merrill Lynch February 2001 - September 2009
Prudential Securities/Prudential Equity Group 1993 - 2000
Skills
Mainframe, SDLC, DB2, CICS, COBOL, Requirements Gathering, Software Project..., Management, Requirements Analysis, Business Requirements, PMP, Business Analysis, Financial Services, IT Strategy, Banking, Capital Markets, Project Management, Leadership, Risk Management, PMO, Equities
Education
Syracuse University 1991 — 1993
BS, Information Systems
Lee Personeni, CRPC's Merrill Lynch Experience May 2008 - May 2010
Job Director at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners April 2010 - Present
Merrill Lynch May 2008 - May 2010
Merrill Lynch October 2006 - April 2007
Merrill Lynch April 2005 - October 2006
Travelers Life & Annuity 2005 - 2005
Prudential Securities 1994 - 2005
Skills
Wealth Management, Investments, Management, Portfolio Management, Business Development, Strategy, Mutual Funds, Series 7, Fixed Income, Financial Services, Branch Banking, Marketing, Equities, Financial Advisory, Alternative Investments, Asset Management, Series 63, Asset Allocation, Finance, Securities, Investment Advisory, Hedge Funds, Capital Markets, Investment Strategies
Education
Syracuse University 1989 — 1993
Guggenheim Partners April 2010 - Present
Merrill Lynch May 2008 - May 2010
Merrill Lynch October 2006 - April 2007
Merrill Lynch April 2005 - October 2006
Travelers Life & Annuity 2005 - 2005
Prudential Securities 1994 - 2005
Skills
Wealth Management, Investments, Management, Portfolio Management, Business Development, Strategy, Mutual Funds, Series 7, Fixed Income, Financial Services, Branch Banking, Marketing, Equities, Financial Advisory, Alternative Investments, Asset Management, Series 63, Asset Allocation, Finance, Securities, Investment Advisory, Hedge Funds, Capital Markets, Investment Strategies
Education
Syracuse University 1989 — 1993
Clecia Thompson's Merrill Lynch Experience November 2005 - February 2007
Job Writing and Editing Professional
Industry Writing and Editing
Experience
PNC Financial Services February 2007 - Present
Merrill Lynch November 2005 - February 2007
The Bergen Record June 1999 - September 2005
Education
Syracuse University 2000 — 2004
PNC Financial Services February 2007 - Present
Merrill Lynch November 2005 - February 2007
The Bergen Record June 1999 - September 2005
Education
Syracuse University 2000 — 2004
Christopher Gore, MBA's Merrill Lynch Experience July 2001 - February 2007
Job Bank Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York July 2011 - March 2013
Federal Reserve Bank of New York June 2010 - July 2011
University of Michigan 2008 - 2009
Merrill Lynch July 2001 - February 2007
West Entertainment Services 1996 - 1998
Skills
Asset Managment, Capital Markets, Corporate Finance, Project Management, Financial Analysis, Financial Modeling, Valuation, Trading, Investments, Portfolio Management, Risk Management, Equities, Credit Risk, Investment Banking, Derivatives, Regulatory Affairs, Asset Management
Education
University of Michigan 2007 — 2009
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Finance
Syracuse University 1997 — 2001
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Federal Reserve Bank of New York July 2011 - March 2013
Federal Reserve Bank of New York June 2010 - July 2011
University of Michigan 2008 - 2009
Merrill Lynch July 2001 - February 2007
West Entertainment Services 1996 - 1998
Skills
Asset Managment, Capital Markets, Corporate Finance, Project Management, Financial Analysis, Financial Modeling, Valuation, Trading, Investments, Portfolio Management, Risk Management, Equities, Credit Risk, Investment Banking, Derivatives, Regulatory Affairs, Asset Management
Education
University of Michigan 2007 — 2009
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Finance
Syracuse University 1997 — 2001
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Fran Hulette's Merrill Lynch Experience 1997 - 2003
Job class notes editor at Princeton Alumni Weekly
Industry Writing and Editing
Experience
Princeton Alumni Weekly Class Notes EditorPrinceton Alumni Weekly2003 - 2008
Merrill Lynch 1997 - 2003
Merrill Lynch Investment Managers 1997 - 2003
Princeton Packet Inc. 1983 - 1997
Skills
Blogging, Copy Editing, Journalism, Nonprofits, Web Content, Editing, Copywriting, Social Media, Proofreading, Editorial, Content Development, Public Relations, Publishing, Fundraising, Magazines
Education
Syracuse University
Princeton Alumni Weekly Class Notes EditorPrinceton Alumni Weekly2003 - 2008
Merrill Lynch 1997 - 2003
Merrill Lynch Investment Managers 1997 - 2003
Princeton Packet Inc. 1983 - 1997
Skills
Blogging, Copy Editing, Journalism, Nonprofits, Web Content, Editing, Copywriting, Social Media, Proofreading, Editorial, Content Development, Public Relations, Publishing, Fundraising, Magazines
Education
Syracuse University
Craig Morong's Merrill Lynch Experience 1993 - 1995
Job Head of Sales at Ivy Global Investors
Industry Financial Services
Experience
Ivy Global Investors June 2014 - Present
EMG Capital LLC February 2012 - May 2014
Atlantic Financial Partners 2004 - May 2012
ORN Capital 2003 - 2004
GAM USA Inc. 1995 - 2003
Merrill Lynch 1993 - 1995
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Investments, Series 7, Wealth Management..., Asset Managment, Fixed Income, Wealth Management, Equities, Banking, Marketing, Portfolio Management, Fund Of Funds, Asset Allocation, Capital Markets, Investment Advisory, Investment Strategies, Emerging Markets, Private Banking, Options, Bonds, Investment Management, Financial Services, Series 63, Private Equity, Securities, Structured Products, FINRA, Separately Managed..., ETFs, Financial Advisory, Institutional..., Presentations, New Business Development
Education
Syracuse University 1985 — 1989
Bachelor of Science (BS), Communication, General
Ivy Global Investors June 2014 - Present
EMG Capital LLC February 2012 - May 2014
Atlantic Financial Partners 2004 - May 2012
ORN Capital 2003 - 2004
GAM USA Inc. 1995 - 2003
Merrill Lynch 1993 - 1995
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Investments, Series 7, Wealth Management..., Asset Managment, Fixed Income, Wealth Management, Equities, Banking, Marketing, Portfolio Management, Fund Of Funds, Asset Allocation, Capital Markets, Investment Advisory, Investment Strategies, Emerging Markets, Private Banking, Options, Bonds, Investment Management, Financial Services, Series 63, Private Equity, Securities, Structured Products, FINRA, Separately Managed..., ETFs, Financial Advisory, Institutional..., Presentations, New Business Development
Education
Syracuse University 1985 — 1989
Bachelor of Science (BS), Communication, General
Mary Gordon Seay's Merrill Lynch Experience November 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Consumer Services
Experience
Merrill Lynch November 2013 - Present
Broadview Consulting, LLC September 2010 - December 2013
Cascade Disability Management May 2008 - August 2010
Virginia Department of Rehabilitative Services January 2008 - May 2008
M Hayes September 2006 - November 2007
GENEX Services, Inc. 2005 - 2006
Skills
Case Managment, Customer Service
Education
Virginia Commonwealth University 2004 — 2006
M.S., Rehabilitation Counseling
Sweet Briar College 2000 — 2004
B.S., Psychology
Merrill Lynch November 2013 - Present
Broadview Consulting, LLC September 2010 - December 2013
Cascade Disability Management May 2008 - August 2010
Virginia Department of Rehabilitative Services January 2008 - May 2008
M Hayes September 2006 - November 2007
GENEX Services, Inc. 2005 - 2006
Skills
Case Managment, Customer Service
Education
Virginia Commonwealth University 2004 — 2006
M.S., Rehabilitation Counseling
Sweet Briar College 2000 — 2004
B.S., Psychology
Lloyd Button's Merrill Lynch Experience June 1989 - July 2005
Job Sr Technical Analyst at Citigroup
Industry Financial Services
Experience
Citigroup March 2007 - Present
Merrill Lynch June 1989 - July 2005
Education
Syracuse University 1973 — 1978
Citigroup March 2007 - Present
Merrill Lynch June 1989 - July 2005
Education
Syracuse University 1973 — 1978
Lynda Moecker's Merrill Lynch Experience May 2011 - Present
Job Writer, Marketing consultant
Industry Marketing and Advertising
Experience
Freelance marketing & copywriting January 2013 - Present
Merrill Lynch May 2011 - Present
Social Impact Marketing May 2007 - April 2011
Alzheimer's Association September 2001 - October 2005
InfoSpectrum, Inc June 1995 - January 1998
Greater Hartford Association of Realtors & Multiple Listing Service April 1978 - May 1995
Skills
Marketing Strategy, Market Planning, Public Relations, Insurance, Strategic Planning, Writing, Creative Writing, Speech Writing, Community Outreach, Media Relations, Fundraising, Management, Public Policy, Social Networking, Strategic Communications, Event Planning, Corporate Communications, Nonprofits, Social Media Marketing, Social Media
Education
Syracuse University 1967 — 1969
BA, english, broadcast journalism
Bradford Junior College 1965 — 1967
AA, history
Freelance marketing & copywriting January 2013 - Present
Merrill Lynch May 2011 - Present
Social Impact Marketing May 2007 - April 2011
Alzheimer's Association September 2001 - October 2005
InfoSpectrum, Inc June 1995 - January 1998
Greater Hartford Association of Realtors & Multiple Listing Service April 1978 - May 1995
Skills
Marketing Strategy, Market Planning, Public Relations, Insurance, Strategic Planning, Writing, Creative Writing, Speech Writing, Community Outreach, Media Relations, Fundraising, Management, Public Policy, Social Networking, Strategic Communications, Event Planning, Corporate Communications, Nonprofits, Social Media Marketing, Social Media
Education
Syracuse University 1967 — 1969
BA, english, broadcast journalism
Bradford Junior College 1965 — 1967
AA, history
Alan Todd's Merrill Lynch Experience August 2011 - Present
Job Head of CMBS Research
Industry Real Estate
Experience
Merrill Lynch August 2011 - Present
JPMorgan Chase May 2005 - May 2011
Skills
CMBS, CDO, Mezzanine, Real Estate Finance, MBS, Real Estate Economics, Asset Management, Bloomberg, Structured Finance, Portfolio Management, Valuation, Financial Structuring, Securitization, Structured Products, Alternative Investments, Capital Markets, Investment Banking, Fixed Income, ABS, Bonds, Hedge Funds, Derivatives, Credit Derivatives, Private Equity
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
mbA
Syracuse University 1990 — 1994
BS, electrical engineering
Merrill Lynch August 2011 - Present
JPMorgan Chase May 2005 - May 2011
Skills
CMBS, CDO, Mezzanine, Real Estate Finance, MBS, Real Estate Economics, Asset Management, Bloomberg, Structured Finance, Portfolio Management, Valuation, Financial Structuring, Securitization, Structured Products, Alternative Investments, Capital Markets, Investment Banking, Fixed Income, ABS, Bonds, Hedge Funds, Derivatives, Credit Derivatives, Private Equity
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
mbA
Syracuse University 1990 — 1994
BS, electrical engineering
Morgan Doyle's Merrill Lynch Experience 1972 - 2002
Job Sales Professional
Industry Business Supplies and Equipment
Experience
Merrill Lynch 1972 - 2002
Xerox Corporation 1968 - 1972
Skills
Public speaking,..., Developing and...
Education
Syracuse University 1959 — 1963
Bachelor of Arts, Liberal Arts
Merrill Lynch 1972 - 2002
Xerox Corporation 1968 - 1972
Skills
Public speaking,..., Developing and...
Education
Syracuse University 1959 — 1963
Bachelor of Arts, Liberal Arts
Gayle Macdonell's Merrill Lynch Experience 1995 - 2002
Job Brand Design Director at Guidemark Health
Industry Marketing and Advertising
Experience
Guidemark Health April 2015 - Present
GMac Creative November 2013 - April 2015
Discovery USA (formerly Saatchi & Saatchi Healthcare) 2005 - 2013
GMac Creative 2002 - 2005
Merrill Lynch 1995 - 2002
Art Communication International 1995 - 1995
Falcone & Associates 1990 - 1995
Skills
Brand Development, Advertising, Marketing, Photoshop, Direct Mail, Art Direction, Graphics, Creative Direction, Art, Graphic Design, Concept Development, Creative Strategy, Corporate Branding, Corporate Identity, Interactive Advertising, Brochures
Education
Syracuse University 1986 — 1990
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
Guidemark Health April 2015 - Present
GMac Creative November 2013 - April 2015
Discovery USA (formerly Saatchi & Saatchi Healthcare) 2005 - 2013
GMac Creative 2002 - 2005
Merrill Lynch 1995 - 2002
Art Communication International 1995 - 1995
Falcone & Associates 1990 - 1995
Skills
Brand Development, Advertising, Marketing, Photoshop, Direct Mail, Art Direction, Graphics, Creative Direction, Art, Graphic Design, Concept Development, Creative Strategy, Corporate Branding, Corporate Identity, Interactive Advertising, Brochures
Education
Syracuse University 1986 — 1990
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
Alex Cabarcos's Merrill Lynch Experience June 1993 - January 2009
Job Global Rates and Currencies Technology Trading Risk Services, Americas
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2010 - Present
Banc of America Securities January 2009 - March 2010
Merrill Lynch June 1993 - January 2009
Education
Syracuse University 1988 — 1993
BS, Electrical Engineering
Bank of America Merrill Lynch April 2010 - Present
Banc of America Securities January 2009 - March 2010
Merrill Lynch June 1993 - January 2009
Education
Syracuse University 1988 — 1993
BS, Electrical Engineering
Bob Schwegler's Merrill Lynch Experience June 1978 - February 2009
Job IT Support for SMBs
Industry Information Technology and Services
Experience
CMIT Solutions of Pennington June 2010 - Present
Merrill Lynch June 1978 - February 2009
Education
Syracuse University 1975 — 1978
BS
CMIT Solutions of Pennington June 2010 - Present
Merrill Lynch June 1978 - February 2009
Education
Syracuse University 1975 — 1978
BS
Brian Sable's Merrill Lynch Experience January 2006 - November 2012
Job Financial Advisor VP Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2012 - Present
Merrill Lynch January 2006 - November 2012
Citigroup- Portfolio Management January 2003 - January 2006
Education
Syracuse University 1998 — 2002
B.S., Business with Information Technology
UBS Financial Services Inc. November 2012 - Present
Merrill Lynch January 2006 - November 2012
Citigroup- Portfolio Management January 2003 - January 2006
Education
Syracuse University 1998 — 2002
B.S., Business with Information Technology
David Attardi's Merrill Lynch Experience 1990 - 1991
Job Vice President at DPM Mellon
Industry Financial Services
Experience
DPM Mellon January 1998 - April 2012
RP Consulting Group, Inc. 1991 - 1998
Merrill Lynch 1990 - 1991
Elders Futures 1986 - 1990
Rudolf Wolff & Co. Ltd. 1984 - 1986
Sinclair Global Brokerage 1982 - 1984
Skills
Equities, Managed Futures, Derivatives, Options, Due Diligence, Valuation, Fund Administration, Hedge Funds
Education
Syracuse University 1978 — 1982
Economics
DPM Mellon January 1998 - April 2012
RP Consulting Group, Inc. 1991 - 1998
Merrill Lynch 1990 - 1991
Elders Futures 1986 - 1990
Rudolf Wolff & Co. Ltd. 1984 - 1986
Sinclair Global Brokerage 1982 - 1984
Skills
Equities, Managed Futures, Derivatives, Options, Due Diligence, Valuation, Fund Administration, Hedge Funds
Education
Syracuse University 1978 — 1982
Economics
Zhaohui Meng's Merrill Lynch Experience July 2004 - September 2005
Job VP, Risk Analytics IT at Citi
Industry Investment Banking
Experience
Citigroup January 2010 - Present
Citi April 2009 - Present
Gain Capital January 2009 - April 2009
Lehman Brothers September 2005 - October 2008
Barclays Capital 2008 - 2008
Merrill Lynch July 2004 - September 2005
Goldman Sachs July 2002 - June 2004
Iris Financial January 2001 - May 2002
China Petroleum and Chemical Corporation August 1996 - June 1997
Education
Syracuse University 1997 — 2000
M.S., Computer Science
Tsinghua University 1993 — 1996
M.S., Chemical Engineering
Tsinghua University 1988 — 1993
B.E., Chemical Engineering
No.1 High School, Tangshan City
Citigroup January 2010 - Present
Citi April 2009 - Present
Gain Capital January 2009 - April 2009
Lehman Brothers September 2005 - October 2008
Barclays Capital 2008 - 2008
Merrill Lynch July 2004 - September 2005
Goldman Sachs July 2002 - June 2004
Iris Financial January 2001 - May 2002
China Petroleum and Chemical Corporation August 1996 - June 1997
Education
Syracuse University 1997 — 2000
M.S., Computer Science
Tsinghua University 1993 — 1996
M.S., Chemical Engineering
Tsinghua University 1988 — 1993
B.E., Chemical Engineering
No.1 High School, Tangshan City
Gavin Kaufmann's Merrill Lynch Experience June 2006 - August 2006
Job Finance Manager at Novartis Consumer Health
Industry Pharmaceuticals
Experience
Novartis Consumer Health July 2014 - Present
Novartis Consumer Health September 2012 - June 2014
Novartis Consumer Health October 2010 - August 2012
Novartis Consumer Health May 2009 - September 2010
Citi July 2007 - December 2008
Merrill Lynch June 2006 - August 2006
Standard & Poor's February 2006 - April 2006
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Finance
Novartis Consumer Health July 2014 - Present
Novartis Consumer Health September 2012 - June 2014
Novartis Consumer Health October 2010 - August 2012
Novartis Consumer Health May 2009 - September 2010
Citi July 2007 - December 2008
Merrill Lynch June 2006 - August 2006
Standard & Poor's February 2006 - April 2006
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Finance
Michele Fitzgerald-Winick's Merrill Lynch Experience June 2007 - August 2010
Job CFO Engagement and Support at Stage 1 Financial
Industry Financial Services
Experience
Stage 1 Financial May 2015 - Present
YOGAMAZE January 2014 - May 2015
Fitzgerald-Winick Consulting August 2011 - January 2014
Barclays Wealth August 2010 - August 2011
Merrill Lynch June 2007 - August 2010
The Ryness Company 2004 - 2007
Coldwell Banker 2002 - 2004
L.A. Bike Tours, LLC October 1999 - November 2002
Educational and Tutorial Services May 1993 - June 2000
Skills
Asset Managment, Real Estate, Series 7, Investments, Wealth Management, Retirement Planning, Securities, Portfolio Management, Asset Allocation, Series 63, Mortgage Lending, Estate Planning, Investment Properties, Real Estate Transactions, Public Speaking, Alternative Investments, Fixed Income, Asset Management, Social Media, Financial Advisory, Marketing, Management, Finance, Strategic Planning, Marketing Strategy, Strategy, Equities
Education
Syracuse University 1987 — 1991
BA, S.I. Newhouse School of Communications
Syracuse University - Maxwell School 1987 — 1991
BS, Political Science
Stage 1 Financial May 2015 - Present
YOGAMAZE January 2014 - May 2015
Fitzgerald-Winick Consulting August 2011 - January 2014
Barclays Wealth August 2010 - August 2011
Merrill Lynch June 2007 - August 2010
The Ryness Company 2004 - 2007
Coldwell Banker 2002 - 2004
L.A. Bike Tours, LLC October 1999 - November 2002
Educational and Tutorial Services May 1993 - June 2000
Skills
Asset Managment, Real Estate, Series 7, Investments, Wealth Management, Retirement Planning, Securities, Portfolio Management, Asset Allocation, Series 63, Mortgage Lending, Estate Planning, Investment Properties, Real Estate Transactions, Public Speaking, Alternative Investments, Fixed Income, Asset Management, Social Media, Financial Advisory, Marketing, Management, Finance, Strategic Planning, Marketing Strategy, Strategy, Equities
Education
Syracuse University 1987 — 1991
BA, S.I. Newhouse School of Communications
Syracuse University - Maxwell School 1987 — 1991
BS, Political Science
Rueven Michelson's Merrill Lynch Experience February 2002 - September 2006
Job Director at Pembrook Capital Management LLC
Industry Real Estate
Experience
Pembrook Capital Management LLC March 2014 - Present
True North Management Group, LLC February 2011 - March 2014
RM Consulting January 2008 - February 2011
Gateway Asset Management 2009 - 2010
GSC Group September 2006 - September 2007
Merrill Lynch February 2002 - September 2006
CB Richard Ellis January 1996 - February 2002
KTR Real Estate Services January 1991 - December 1995
Skills
Valuation, Debt, Investments, Real Estate, Structuring, Investment Properties, Real Estate Finance, Real Estate Investment, Financial Modeling, Real Estate Transactions, DCF, Financial Structuring, Real Estate Economics, Asset Management, Loans, Real Estate Development, Disposition, Capital Markets, Financial Analysis, Mergers & Acquisitions, Finance, Dispositions
Education
Syracuse University
BS, Accounting & Finance
Pembrook Capital Management LLC March 2014 - Present
True North Management Group, LLC February 2011 - March 2014
RM Consulting January 2008 - February 2011
Gateway Asset Management 2009 - 2010
GSC Group September 2006 - September 2007
Merrill Lynch February 2002 - September 2006
CB Richard Ellis January 1996 - February 2002
KTR Real Estate Services January 1991 - December 1995
Skills
Valuation, Debt, Investments, Real Estate, Structuring, Investment Properties, Real Estate Finance, Real Estate Investment, Financial Modeling, Real Estate Transactions, DCF, Financial Structuring, Real Estate Economics, Asset Management, Loans, Real Estate Development, Disposition, Capital Markets, Financial Analysis, Mergers & Acquisitions, Finance, Dispositions
Education
Syracuse University
BS, Accounting & Finance
Dante Battaglia's Merrill Lynch Experience September 2011 - Present
Job VP, Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
HSBC Securities March 2002 - September 2011
M&T Bank 1993 - 2002
Skills
Portfolio Management, Asset Management, Series 7, Financial Planning, Insurance, Retirement Planning, Asset Allocation, Wealth Management, Fixed Income
Education
University at Buffalo 1993 — 1995
Masters, Economics
Syracuse University 1989 — 1993
Bachelors, Economics
Merrill Lynch September 2011 - Present
HSBC Securities March 2002 - September 2011
M&T Bank 1993 - 2002
Skills
Portfolio Management, Asset Management, Series 7, Financial Planning, Insurance, Retirement Planning, Asset Allocation, Wealth Management, Fixed Income
Education
University at Buffalo 1993 — 1995
Masters, Economics
Syracuse University 1989 — 1993
Bachelors, Economics
Edgardo Pilnik's Merrill Lynch Experience August 2005 - January 2007
Job Sales and Marketing Manager at Soho beverage
Industry Food & Beverages
Experience
Soho Beverage August 2007 - Present
Merrill Lynch August 2005 - January 2007
Morgan Stanley Investment Management April 2004 - July 2005
Prebon Yamane September 1992 - December 1998
Education
Syracuse University 1977 — 1981
B.A., Economics
Soho Beverage August 2007 - Present
Merrill Lynch August 2005 - January 2007
Morgan Stanley Investment Management April 2004 - July 2005
Prebon Yamane September 1992 - December 1998
Education
Syracuse University 1977 — 1981
B.A., Economics
Tyler Stoviak's Merrill Lynch Experience October 2011 - Present
Job Wealth Management Advisor Merrill Lynch
Industry Financial Services
Experience
ONEHOPE Wine May 2014 - Present
Merrill Lynch October 2011 - Present
Music for Tomorrow July 2011 - Present
Wolf Capital Advisors May 2011 - October 2011
Firstrust Bank April 2010 - May 2011
T.Rowe Price August 2008 - April 2010
BGC Partners May 2007 - August 2007
Striker Partners April 2006 - June 2006
AXA January 2006 - May 2006
Skills
Hedge Funds, Fixed Income, Investment Banking, Private Equity, Valuation, Wealth Management, Entrepreneurship, Credit Analysis, Series 7, Series 63, Series 65, Financial Analysis, Investments, Portfolio Management, Financial Modeling
Education
Investment Banking Institute 2010 — 2010
CFA continuing education, Investment Banking
RMA Commercial Lending School 2010 — 2010
Specialized Knowledge and Applications, Credit Management
Syracuse University 2004 — 2008
B.S., Finance
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
B.S., Finance
The Mcdonogh School 2001 — 2004
High School Diploma
Episcopal Academy 1993 — 2001
ONEHOPE Wine May 2014 - Present
Merrill Lynch October 2011 - Present
Music for Tomorrow July 2011 - Present
Wolf Capital Advisors May 2011 - October 2011
Firstrust Bank April 2010 - May 2011
T.Rowe Price August 2008 - April 2010
BGC Partners May 2007 - August 2007
Striker Partners April 2006 - June 2006
AXA January 2006 - May 2006
Skills
Hedge Funds, Fixed Income, Investment Banking, Private Equity, Valuation, Wealth Management, Entrepreneurship, Credit Analysis, Series 7, Series 63, Series 65, Financial Analysis, Investments, Portfolio Management, Financial Modeling
Education
Investment Banking Institute 2010 — 2010
CFA continuing education, Investment Banking
RMA Commercial Lending School 2010 — 2010
Specialized Knowledge and Applications, Credit Management
Syracuse University 2004 — 2008
B.S., Finance
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
B.S., Finance
The Mcdonogh School 2001 — 2004
High School Diploma
Episcopal Academy 1993 — 2001
Jennifer Shea's Merrill Lynch Experience October 2005 - April 2012
Job Estate and Business Planning Specialist at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services May 2012 - Present
Merrill Lynch October 2005 - April 2012
Taylor, Ganson & Perrin, LLP May 2003 - October 2005
Skills
Estate Planning, Retirement Planning, Retirement, Series 7, Strategic Financial..., Investments, Wealth Management, Series 63, Trust Services
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Syracuse University College of Law 1997 — 2001
Doctor of Law (J.D.), Law
Pennsylvania State University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Baystate Financial Services May 2012 - Present
Merrill Lynch October 2005 - April 2012
Taylor, Ganson & Perrin, LLP May 2003 - October 2005
Skills
Estate Planning, Retirement Planning, Retirement, Series 7, Strategic Financial..., Investments, Wealth Management, Series 63, Trust Services
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Syracuse University College of Law 1997 — 2001
Doctor of Law (J.D.), Law
Pennsylvania State University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Andrew Domorski's Merrill Lynch Experience May 2007 - August 2007
Job Assistant Manager Business Planning at Samsung Electronics America
Industry Financial Services
Experience
Samsung Electronics America September 2014 - Present
Samsung Electronics America March 2014 - Present
Samsung Electronics October 2011 - March 2014
Tony Baird Electronics September 2010 - December 2010
Tyden Group June 2010 - September 2010
Merrill Lynch May 2007 - August 2007
Skills
Management, Mergers & Acquisitions, Finance, Financial Analysis, Financial Modeling, Data Analysis, Competitive Analysis, Corporate Finance, Strategic Financial..., Microsoft Excel, Portfolio Management, Market Research, SAP
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
MBA, Finance, Entrepreneurship
University of Wisconsin-Madison 2005 — 2008
BA, Economics
Samsung Electronics America September 2014 - Present
Samsung Electronics America March 2014 - Present
Samsung Electronics October 2011 - March 2014
Tony Baird Electronics September 2010 - December 2010
Tyden Group June 2010 - September 2010
Merrill Lynch May 2007 - August 2007
Skills
Management, Mergers & Acquisitions, Finance, Financial Analysis, Financial Modeling, Data Analysis, Competitive Analysis, Corporate Finance, Strategic Financial..., Microsoft Excel, Portfolio Management, Market Research, SAP
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
MBA, Finance, Entrepreneurship
University of Wisconsin-Madison 2005 — 2008
BA, Economics
Jason Hong's Merrill Lynch Experience October 2007 - December 2007
Job Finance Associate
Industry Financial Services
Experience
IDG Consumer & SMB 2013 - Present
salesforce.com August 2012 - June 2013
Buddy Media August 2011 - August 2012
NBC Universal October 2010 - May 2011
The Phipps Houses Group August 2009 - July 2010
LeeCPA Consulting January 2010 - April 2010
Merrill Lynch October 2007 - December 2007
Skills
Financial Modeling, Microsoft Office, PowerPoint, Salesforce.com, Social Media, Microsoft Excel, Financial Analysis, Forecasting, Data Analysis, Budgets, Finance, Auditing
Education
Syracuse University 2005 — 2009
BA, Finance and Accounting
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Double; Finance & Accounting; Finance; Accounting
IDG Consumer & SMB 2013 - Present
salesforce.com August 2012 - June 2013
Buddy Media August 2011 - August 2012
NBC Universal October 2010 - May 2011
The Phipps Houses Group August 2009 - July 2010
LeeCPA Consulting January 2010 - April 2010
Merrill Lynch October 2007 - December 2007
Skills
Financial Modeling, Microsoft Office, PowerPoint, Salesforce.com, Social Media, Microsoft Excel, Financial Analysis, Forecasting, Data Analysis, Budgets, Finance, Auditing
Education
Syracuse University 2005 — 2009
BA, Finance and Accounting
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science, Double; Finance & Accounting; Finance; Accounting
Pavel Smyshlyaev's Merrill Lynch Experience 2008 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2008 - 2009
Viking Global Investors 2005 - 2008
Berenson & Company 2002 - 2005
Salomon Smith Barney 2000 - 2002
Swarthmore College 1996 - 2000
Morgan Stanley 1999 - 1999
Lehman Brothers 1998 - 1998
Lehman Brothers 1998 - 1998
Education
Swarthmore College 1996 — 2000
BA, Econ., Math.
UNIS
Merrill Lynch 2008 - 2009
Viking Global Investors 2005 - 2008
Berenson & Company 2002 - 2005
Salomon Smith Barney 2000 - 2002
Swarthmore College 1996 - 2000
Morgan Stanley 1999 - 1999
Lehman Brothers 1998 - 1998
Lehman Brothers 1998 - 1998
Education
Swarthmore College 1996 — 2000
BA, Econ., Math.
UNIS
Richard Reich's Merrill Lynch Experience April 2007 - September 2009
Job Director Energy Derivatives at Evolution Markets Inc.
Industry Financial Services
Experience
Evolution Markets Inc. December 2014 - Present
ICAP - United Energy November 2009 - November 2014
Merrill Lynch April 2007 - September 2009
Global Advisors Commodity Fund December 2003 - April 2007
Remote Lojix (NetLojix) September 1993 - December 2001
Skills
Options, Investments, Commodity Markets, FX Options, Hedge Funds, Swaps, Fixed Income, Hedging, Commodity, Asset Management, Derivatives, Bloomberg, Electronic Trading, Trading, Equities, Portfolio Management, Trading Systems, Capital Markets, Securities, Financial Markets, Proprietary Trading
Education
Syracuse University 1989 — 1992
BS, Business
Syracuse University
Evolution Markets Inc. December 2014 - Present
ICAP - United Energy November 2009 - November 2014
Merrill Lynch April 2007 - September 2009
Global Advisors Commodity Fund December 2003 - April 2007
Remote Lojix (NetLojix) September 1993 - December 2001
Skills
Options, Investments, Commodity Markets, FX Options, Hedge Funds, Swaps, Fixed Income, Hedging, Commodity, Asset Management, Derivatives, Bloomberg, Electronic Trading, Trading, Equities, Portfolio Management, Trading Systems, Capital Markets, Securities, Financial Markets, Proprietary Trading
Education
Syracuse University 1989 — 1992
BS, Business
Syracuse University
Karan Madan's Merrill Lynch Experience June 2000 - May 2009
Job Goldeneye Advisers/Special Situations
Industry Financial Services
Experience
Goldeneye Advisers & Goldeneye Special Situations December 2014 - Present
Barclays Capital August 2011 - September 2014
Deutsche Bank May 2009 - August 2011
Merrill Lynch June 2000 - May 2009
Merrill Lynch September 1995 - June 2000
Skills
Latin America, Fixed Income, Global Marketing, Capital Markets, Investment Banking, Emerging Markets, Derivatives, Equities, Hedge Funds, Bloomberg, Financial Modeling, Valuation, FX Trading, Proprietary Trading, Strategic Leadership, FX Options, Interest Rate Hedging, FX Hedging, Risk Management, Interest Rate Swaps, Client Relations
Education
University of Chicago Graduate School of Business 1993 — 1995
MBA, Analytical Finance, High Honors
Swarthmore College 1987 — 1991
Bachelor of Science (B.Sc.); Bachelor of Arts (B.A.), Electrical and Electronics Engineering & Economics, High Honors
United World College of the Atlantic 1985 — 1987
The Doon School 1980 — 1985
Goldeneye Advisers & Goldeneye Special Situations December 2014 - Present
Barclays Capital August 2011 - September 2014
Deutsche Bank May 2009 - August 2011
Merrill Lynch June 2000 - May 2009
Merrill Lynch September 1995 - June 2000
Skills
Latin America, Fixed Income, Global Marketing, Capital Markets, Investment Banking, Emerging Markets, Derivatives, Equities, Hedge Funds, Bloomberg, Financial Modeling, Valuation, FX Trading, Proprietary Trading, Strategic Leadership, FX Options, Interest Rate Hedging, FX Hedging, Risk Management, Interest Rate Swaps, Client Relations
Education
University of Chicago Graduate School of Business 1993 — 1995
MBA, Analytical Finance, High Honors
Swarthmore College 1987 — 1991
Bachelor of Science (B.Sc.); Bachelor of Arts (B.A.), Electrical and Electronics Engineering & Economics, High Honors
United World College of the Atlantic 1985 — 1987
The Doon School 1980 — 1985
Steve Tempini's Merrill Lynch Experience March 1995 - November 1999
Job Chief Information Officer at LifeCare
Industry Health, Wellness and Fitness
Experience
LifeCare October 2013 - April 2015
Old Harbor Outfitters March 2006 - 2012
Investcorp January 2001 - April 2006
Private Equity-Board Representation January 2003 - March 2006
Adjoined Consulting May 2004 - February 2006
Proxicom January 1999 - January 2001
Merrill Lynch March 1995 - November 1999
GE January 1990 - November 1995
Compaq Computer January 1985 - June 1994
Skills
Digital Marketing, Social Media Marketing, Social Media Measurement, Interactive Marketing, Interactive Strategy, Software Development, Google AD words, Web Development, eCommunications, Digital Strategy, Mobile Applications, Mobile Marketing, Mobile Commerce, Brand Management, Brand Loyalty, Performance Management, Online Lead Generation, Cost Accounting, P&L Responsibility, Board Relations, Board Governance, Board of Director..., Executive Management, Investment Advisory, Corporate Governance, Marketing Communications, Financial Structuring, Venture Capital, E-commerce, P&L Management, Consulting, Management Consulting, Management, Enterprise Software, Start-ups, Marketing, Strategic Planning, Strategy
Education
Syracuse University 1977 — 1981
Bachelor's degree, Marketing / Advertising
LifeCare October 2013 - April 2015
Old Harbor Outfitters March 2006 - 2012
Investcorp January 2001 - April 2006
Private Equity-Board Representation January 2003 - March 2006
Adjoined Consulting May 2004 - February 2006
Proxicom January 1999 - January 2001
Merrill Lynch March 1995 - November 1999
GE January 1990 - November 1995
Compaq Computer January 1985 - June 1994
Skills
Digital Marketing, Social Media Marketing, Social Media Measurement, Interactive Marketing, Interactive Strategy, Software Development, Google AD words, Web Development, eCommunications, Digital Strategy, Mobile Applications, Mobile Marketing, Mobile Commerce, Brand Management, Brand Loyalty, Performance Management, Online Lead Generation, Cost Accounting, P&L Responsibility, Board Relations, Board Governance, Board of Director..., Executive Management, Investment Advisory, Corporate Governance, Marketing Communications, Financial Structuring, Venture Capital, E-commerce, P&L Management, Consulting, Management Consulting, Management, Enterprise Software, Start-ups, Marketing, Strategic Planning, Strategy
Education
Syracuse University 1977 — 1981
Bachelor's degree, Marketing / Advertising
Martin S. Lieber's Merrill Lynch Experience 1995 - 2001
Job Chief Investment Officer at Strategic Wealth Partners, Inc.
Industry Financial Services
Experience
Strategic Wealth Partners, Inc. October 2011 - Present
Sage Rutty & Co., Inc October 2008 - October 2011
Smith Barney, Citigroup Capital Markets 2001 - 2009
Merrill Lynch 1995 - 2001
Skills
Strategic Portfolio..., Technical & Fundamental..., Global Tactical Asset..., Concentrated Stock..., Fixed Income Analysis, Equity Income Planning, Hedging & Option..., Defensive Portfolio..., Analysis, Management, Investment Strategies, Investments, Mutual Funds, Financial Advisory, Asset Management, Portfolio Management
Education
Syracuse University
B.A. with honors in Philosophy
Strategic Wealth Partners, Inc. October 2011 - Present
Sage Rutty & Co., Inc October 2008 - October 2011
Smith Barney, Citigroup Capital Markets 2001 - 2009
Merrill Lynch 1995 - 2001
Skills
Strategic Portfolio..., Technical & Fundamental..., Global Tactical Asset..., Concentrated Stock..., Fixed Income Analysis, Equity Income Planning, Hedging & Option..., Defensive Portfolio..., Analysis, Management, Investment Strategies, Investments, Mutual Funds, Financial Advisory, Asset Management, Portfolio Management
Education
Syracuse University
B.A. with honors in Philosophy
DAVID P KELLERMAN's Merrill Lynch Experience 1985 - 1990
Job FINANCE
Industry Financial Services
Experience
iCROWDNEWSWIRE,LLC November 2014 - April 2015
IRR STRATEGIES, LLC 2013 - April 2015
Moviematic Industries 2015 - 2015
STARGATE DEVELOPMENT, LLC 2004 - 2010
RK GRACE & COMPANY 1997 - 2003
MERRILL LYNCH 1985 - 1990
GENERAL DEVELOPMENT CORP 1981 - 1985
Skills
CORPORATE COMMUNICATIONS, FINANCIAL ANALYSIS, CROWDFUNDING, SOCIAL MEDIA, INVESTOR RELATIONS, OIL & GAS EXPLORATION, PRECIOUS METAL MINING, BIOTECHNOLOGY, TECHNOLOGY, NATURAL RESOURCES, Social Media Marketing, Strategic Planning, Business Strategy, New Business Development, Mergers & Acquisitions, Asset Management, Portfolio Management, BUSINESS PRACTICE..., E-Discovery Consulting, Business Planning, Business Process..., LPO, Risk Management, Privacy Compliance, BPO, Investments, Trading, Negotiation, Equities, Operations Management, Financial Modeling, Forecasting, Financial Risk, Team Building
Education
University of Miami - School of Business 1979 — 1980
Master of Business Administration (MBA), International Finance
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), International Finance
iCROWDNEWSWIRE,LLC November 2014 - April 2015
IRR STRATEGIES, LLC 2013 - April 2015
Moviematic Industries 2015 - 2015
STARGATE DEVELOPMENT, LLC 2004 - 2010
RK GRACE & COMPANY 1997 - 2003
MERRILL LYNCH 1985 - 1990
GENERAL DEVELOPMENT CORP 1981 - 1985
Skills
CORPORATE COMMUNICATIONS, FINANCIAL ANALYSIS, CROWDFUNDING, SOCIAL MEDIA, INVESTOR RELATIONS, OIL & GAS EXPLORATION, PRECIOUS METAL MINING, BIOTECHNOLOGY, TECHNOLOGY, NATURAL RESOURCES, Social Media Marketing, Strategic Planning, Business Strategy, New Business Development, Mergers & Acquisitions, Asset Management, Portfolio Management, BUSINESS PRACTICE..., E-Discovery Consulting, Business Planning, Business Process..., LPO, Risk Management, Privacy Compliance, BPO, Investments, Trading, Negotiation, Equities, Operations Management, Financial Modeling, Forecasting, Financial Risk, Team Building
Education
University of Miami - School of Business 1979 — 1980
Master of Business Administration (MBA), International Finance
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), International Finance
Tim Gould's Merrill Lynch Experience 1996 - 2000
Job Owner / Managing Director Gould Capital
Industry Financial Services
Experience
Gould Capital 2005 - Present
MarshBerry 2013 - 2015
Blackwing Private Equity Perpetuation Fund 2013 - 2015
Fox-Pitt, Kelton 2005 - 2005
SNL Financial 2003 - 2005
Clear Money, Ltd. 2000 - 2003
Merrill Lynch 1996 - 2000
Lehman Brothers 1990 - 1996
Davis Polk & Wardwell LLP 1985 - 1988
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, Mergers, Financial Modeling, Investor Relations, Corporate Finance, Equity Capital Markets, Private Placements, Business Strategy, Equities, Capital Markets, Financial Services, M&A experience, Capital, IPO, Financial Institutions, Insurance, Due Diligence, New Business Development, Product Development, Change Management, CFOs, Series 7, Series 63, Series 24, Investments, Finance, Asset Management, Strategy
Education
Darden Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Virginia 1981 — 1985
Bachelor's degree, English Language and Literature, General
Syracuse University 1982 — 1983
Florence, Italy
Phillips Exeter Academy 1978 — 1981
High School
The Potomac School 1972 — 1978
Gould Capital 2005 - Present
MarshBerry 2013 - 2015
Blackwing Private Equity Perpetuation Fund 2013 - 2015
Fox-Pitt, Kelton 2005 - 2005
SNL Financial 2003 - 2005
Clear Money, Ltd. 2000 - 2003
Merrill Lynch 1996 - 2000
Lehman Brothers 1990 - 1996
Davis Polk & Wardwell LLP 1985 - 1988
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, Mergers, Financial Modeling, Investor Relations, Corporate Finance, Equity Capital Markets, Private Placements, Business Strategy, Equities, Capital Markets, Financial Services, M&A experience, Capital, IPO, Financial Institutions, Insurance, Due Diligence, New Business Development, Product Development, Change Management, CFOs, Series 7, Series 63, Series 24, Investments, Finance, Asset Management, Strategy
Education
Darden Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Virginia 1981 — 1985
Bachelor's degree, English Language and Literature, General
Syracuse University 1982 — 1983
Florence, Italy
Phillips Exeter Academy 1978 — 1981
High School
The Potomac School 1972 — 1978
Brian Brodersen's Merrill Lynch Experience March 2011 - Present
Job Assistant Vice President, Performance Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Merrill Lynch January 2009 - Present
Merrill Lynch April 2002 - Present
Skills
Retirement Planning, Wealth Management, Budgets, Microsoft Excel, Financial Analysis, Fundraising, Strategic Planning, PowerPoint, Financial Reporting, Public Speaking, Leadership, Microsoft Office, Project Management, Account Management, Marketing, Social Media, Customer Service, Compliance, Business Continuity, Six Sigma, Quality Assurance, Research, Employee Training, Employee Relations, Data Driven Testing, Community Service, Networking, Process Management, Communication Skills, Analysis, Investments, Mutual Funds, Risk Management
Education
Syracuse University 1997 — 2001
Bachelor of Arts (B.A.), American History (United States)
Merrill Lynch March 2011 - Present
Merrill Lynch January 2009 - Present
Merrill Lynch April 2002 - Present
Skills
Retirement Planning, Wealth Management, Budgets, Microsoft Excel, Financial Analysis, Fundraising, Strategic Planning, PowerPoint, Financial Reporting, Public Speaking, Leadership, Microsoft Office, Project Management, Account Management, Marketing, Social Media, Customer Service, Compliance, Business Continuity, Six Sigma, Quality Assurance, Research, Employee Training, Employee Relations, Data Driven Testing, Community Service, Networking, Process Management, Communication Skills, Analysis, Investments, Mutual Funds, Risk Management
Education
Syracuse University 1997 — 2001
Bachelor of Arts (B.A.), American History (United States)
Angela Benson's Merrill Lynch Experience August 2007 - May 2009
Job First Vice President, Wealth and Investment Managment Operations Manager
Industry Financial Services
Experience
SunTrust Bank June 2009 - Present
Merrill Lynch August 2007 - May 2009
Island Def Jam Music Group July 2006 - July 2007
Virgin Records June 2005 - July 2006
Skills
Marketing, Wealth Management, Financial Analysis, Risk Management, Investments, Process Improvement, Financial Modeling, Strategic Planning, Asset Allocation, Management, Retirement Planning, Customer Service, Loan Origination, Team Building, Budgets
Education
University of Maryland University College 2007 — 2011
Masters of Business Administration
Syracuse University 2001 — 2005
Bachelor of Music, Music Industry
SunTrust Bank June 2009 - Present
Merrill Lynch August 2007 - May 2009
Island Def Jam Music Group July 2006 - July 2007
Virgin Records June 2005 - July 2006
Skills
Marketing, Wealth Management, Financial Analysis, Risk Management, Investments, Process Improvement, Financial Modeling, Strategic Planning, Asset Allocation, Management, Retirement Planning, Customer Service, Loan Origination, Team Building, Budgets
Education
University of Maryland University College 2007 — 2011
Masters of Business Administration
Syracuse University 2001 — 2005
Bachelor of Music, Music Industry
Claire Dennison Griffith's Merrill Lynch Experience 1980 - 1986
Job Director, Major and Planned Gifts at Sweet Briar College
Industry Higher Education
Experience
Sweet Briar College July 2015 - Present
Direct Hits Education August 2004 - Present
Merrill Lynch 1980 - 1986
Skills
Tutoring, Sat, Public Speaking, Non-profits, Strategic Planning, Fundraising, Social Media, Event Planning, Teaching, Customer Service, Higher Education, Nonprofits, Blogging, Team Leadership, Teamwork, Admissions, Leadership Development, Leadership, Management, Editing
Education
Sweet Briar College 1976 — 1980
BA, Economics
St. Stephens Episcopal School, Austin TX 1972 — 1976
Sweet Briar College July 2015 - Present
Direct Hits Education August 2004 - Present
Merrill Lynch 1980 - 1986
Skills
Tutoring, Sat, Public Speaking, Non-profits, Strategic Planning, Fundraising, Social Media, Event Planning, Teaching, Customer Service, Higher Education, Nonprofits, Blogging, Team Leadership, Teamwork, Admissions, Leadership Development, Leadership, Management, Editing
Education
Sweet Briar College 1976 — 1980
BA, Economics
St. Stephens Episcopal School, Austin TX 1972 — 1976
Stephen T. McClellan's Merrill Lynch Experience 1985 - 2003
Job Wall Street Investment Research Specialist
Industry Investment Management
Experience
Golden Gate Advisors 2003 - Present
Merrill Lynch 1985 - 2003
Salomon Brothers 1977 - 1985
Education
The George Washington University 1968 — 1971
MBA, Finance
Syracuse University 1962 — 1964
BA, Economics
Golden Gate Advisors 2003 - Present
Merrill Lynch 1985 - 2003
Salomon Brothers 1977 - 1985
Education
The George Washington University 1968 — 1971
MBA, Finance
Syracuse University 1962 — 1964
BA, Economics
Rebecca Del Piano's Merrill Lynch Experience January 2004 - February 2005
Job Bloomberg Fair Value Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP November 2007 - Present
Morgan Stanley February 2005 - November 2007
Merrill Lynch January 2004 - February 2005
Skills
Editing, Research, Bloomberg Terminal, Fixed Income, Microsoft Office, Bloomberg, Fair Value, Microsoft Excel, Equities
Education
Sweet Briar College 1998 — 2002
Bachelor of Arts (B.A.), Art History
Bloomberg LP November 2007 - Present
Morgan Stanley February 2005 - November 2007
Merrill Lynch January 2004 - February 2005
Skills
Editing, Research, Bloomberg Terminal, Fixed Income, Microsoft Office, Bloomberg, Fair Value, Microsoft Excel, Equities
Education
Sweet Briar College 1998 — 2002
Bachelor of Arts (B.A.), Art History
Samantha Jebbett's Merrill Lynch Experience August 2015 - Present
Job
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Darden Restaurants February 2012 - August 2015
Centerbridge Planning Group August 2013 - December 2013
Cam's Pizzera March 2009 - January 2012
Syracuse University January 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Public Speaking, Strategic Planning, Leadership, Social Networking, Social Media
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), Finance, General
Merrill Lynch August 2015 - Present
Darden Restaurants February 2012 - August 2015
Centerbridge Planning Group August 2013 - December 2013
Cam's Pizzera March 2009 - January 2012
Syracuse University January 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Public Speaking, Strategic Planning, Leadership, Social Networking, Social Media
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), Finance, General
Samuel Pinion's Merrill Lynch Experience June 2012 - Present
Job Summer PWM Analyst at Merrill Lynch
Industry
Experience
Merrill Lynch June 2012 - Present
Hampton Bays Soft Shell Crabs July 2011 - August 2011
Education
University of Virginia 2012 — 2014
Bachelor's degree, Economics
Swarthmore College 2010 — 2014
Linsly School
Merrill Lynch June 2012 - Present
Hampton Bays Soft Shell Crabs July 2011 - August 2011
Education
University of Virginia 2012 — 2014
Bachelor's degree, Economics
Swarthmore College 2010 — 2014
Linsly School
Douglas Hollowell's Merrill Lynch Experience 1999 - 2006
Job
Industry Financial Services
Experience
Espirito Santo Bank 2013 - 2014
Alliance Partners LLC 2010 - 2013
Tygris Commercial Finance 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch 1999 - 2006
Rogers & Wells 1995 - 1999
White & Case 1993 - 1995
New York Court of Appeals 1991 - 1993
New York Court of Appeals 1991 - 1993
Skills
Hedge Funds, Treasury Management, Banking, Securities, Risk Management, Financial Services, Equities, Strategy, Capital Markets, Investments, Mergers & Acquisitions, Investment Banking, Asset Management, Private Equity, Due Diligence, Corporate Finance
Education
Syracuse University
Doctor of Law (J.D.)
University of Minnesota
Master of Arts (M.A.)
University of Minnesota
B.A.
Espirito Santo Bank 2013 - 2014
Alliance Partners LLC 2010 - 2013
Tygris Commercial Finance 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch 1999 - 2006
Rogers & Wells 1995 - 1999
White & Case 1993 - 1995
New York Court of Appeals 1991 - 1993
New York Court of Appeals 1991 - 1993
Skills
Hedge Funds, Treasury Management, Banking, Securities, Risk Management, Financial Services, Equities, Strategy, Capital Markets, Investments, Mergers & Acquisitions, Investment Banking, Asset Management, Private Equity, Due Diligence, Corporate Finance
Education
Syracuse University
Doctor of Law (J.D.)
University of Minnesota
Master of Arts (M.A.)
University of Minnesota
B.A.
Hon Pan Kwok's Merrill Lynch Experience June 2012 - August 2012
Job Student at Syracuse University Martin J. Whitman School of Management
Industry Financial Services
Experience
Merrill Lynch June 2012 - August 2012
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Accounting and Finance
Merrill Lynch June 2012 - August 2012
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Accounting and Finance
Emily Wasco's Merrill Lynch Experience February 2014 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch July 2007 - February 2014
Skills
Capital Markets, Fixed Income, Series 7, Microsoft Office, Investment Banking
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science (BS), Finance and Marketing
Merrill Lynch February 2014 - Present
Merrill Lynch July 2007 - February 2014
Skills
Capital Markets, Fixed Income, Series 7, Microsoft Office, Investment Banking
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science (BS), Finance and Marketing
Amber E. Lombardi's Merrill Lynch Experience 1987 - 1992
Job Education Management Professional
Industry Education Management
Experience
Greenwood country day school 2003 - 2009
Merrill Lynch 1987 - 1992
Skills
Curriculum Design, Lesson Planning, Curriculum Development, Classroom, Educational Leadership, Literacy, Differentiated...
Education
Syracuse University 1979 — 1983
Bachelor of Science (BS), Special Education and Teaching
Greenwood country day school 2003 - 2009
Merrill Lynch 1987 - 1992
Skills
Curriculum Design, Lesson Planning, Curriculum Development, Classroom, Educational Leadership, Literacy, Differentiated...
Education
Syracuse University 1979 — 1983
Bachelor of Science (BS), Special Education and Teaching
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank