Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Bruce Beaver Bruce Beaver's Merrill Lynch Experience January 1997 - July 1999
Job Project Analyst, Hewlett Packard
Industry Information Technology and Services
Experience
ELECTROLUX (North America Corporate Headquarters) March 2014 - September 2014
TIME WARNER CABLE May 2012 - May 2013
BANK OF AMERICA April 2011 - December 2011
DISCOVERY COMMUNICATIONS January 2010 - October 2010
THE BOARD OF PENSIONS OF THE PRESBYTERIAN CHURCH July 1999 - September 2007
MERRILL LYNCH January 1997 - July 1999
Skills
Data Analysis, Databases, Microsoft Excel, Relational Databases, Microsoft Office, SQL Server 2008, Microsoft Access, MS Query, Dashboard Builder
Education
Temple University
Bachelor of Science
ELECTROLUX (North America Corporate Headquarters) March 2014 - September 2014
TIME WARNER CABLE May 2012 - May 2013
BANK OF AMERICA April 2011 - December 2011
DISCOVERY COMMUNICATIONS January 2010 - October 2010
THE BOARD OF PENSIONS OF THE PRESBYTERIAN CHURCH July 1999 - September 2007
MERRILL LYNCH January 1997 - July 1999
Skills
Data Analysis, Databases, Microsoft Excel, Relational Databases, Microsoft Office, SQL Server 2008, Microsoft Access, MS Query, Dashboard Builder
Education
Temple University
Bachelor of Science
James Tindall James Tindall's Merrill Lynch Experience August 2014 - September 2015
Job Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Merrill Lynch August 2014 - September 2015
Merrill Lynch October 2012 - August 2014
Sprint Nextel February 2011 - March 2012
Verizon Wireless August 2009 - November 2010
Titan Marketing Group June 2008 - August 2008
United States Postal Service June 2006 - August 2006
Skills
Advertising, Social Media Marketing, Social Media, Marketing Communications, Digital Marketing, Facebook, Online Advertising, Integrated Marketing, Social Networking, Marketing Strategy, Email Marketing, Marketing, Public Relations, Copywriting, Sales, Google Analytics, Account Management
Education
Temple University 2004 — 2008
B.A., Advertising
Temple University
Bachelor of Arts (B.A.), Advertising
Morgan Stanley September 2015 - Present
Merrill Lynch August 2014 - September 2015
Merrill Lynch October 2012 - August 2014
Sprint Nextel February 2011 - March 2012
Verizon Wireless August 2009 - November 2010
Titan Marketing Group June 2008 - August 2008
United States Postal Service June 2006 - August 2006
Skills
Advertising, Social Media Marketing, Social Media, Marketing Communications, Digital Marketing, Facebook, Online Advertising, Integrated Marketing, Social Networking, Marketing Strategy, Email Marketing, Marketing, Public Relations, Copywriting, Sales, Google Analytics, Account Management
Education
Temple University 2004 — 2008
B.A., Advertising
Temple University
Bachelor of Arts (B.A.), Advertising
Harold Lockheimer's Merrill Lynch Experience November 2003 - January 2007
Job Director I Business Development I Relationship Management Caribbean & Latin America
Industry Management Consulting
Experience
Year Up April 2013 - May 2015
Citi November 2011 - April 2013
Lockheimer Consulting Inc October 2008 - November 2011
SunTrust Bank January 2007 - August 2008
Merrill Lynch November 2003 - January 2007
Wells Fargo June 2000 - November 2003
US Bank January 1999 - May 2000
Events Marketing and Fund Raising April 1996 - December 1998
Wells Fargo September 1995 - April 1996
Guidance in Giving September 1990 - September 1995
Skills
Event Planning, Social Media, Credit, Banking, Loans, Investments, Insurance, Spanish, Strategic Planning, New Business Development, Finance, Business Development, Sales Management, Management, Sales, Marketing, Fundraising, Public Relations, Program Management, Project Management, Training, Strategy, Leadership, Time Management
Education
Temple University 1985 — 1993
TMH
Colegio San Antonio
Colegio San Antonio
Colegio San Antonio Abad
Colegio San Antonio Abad
Year Up April 2013 - May 2015
Citi November 2011 - April 2013
Lockheimer Consulting Inc October 2008 - November 2011
SunTrust Bank January 2007 - August 2008
Merrill Lynch November 2003 - January 2007
Wells Fargo June 2000 - November 2003
US Bank January 1999 - May 2000
Events Marketing and Fund Raising April 1996 - December 1998
Wells Fargo September 1995 - April 1996
Guidance in Giving September 1990 - September 1995
Skills
Event Planning, Social Media, Credit, Banking, Loans, Investments, Insurance, Spanish, Strategic Planning, New Business Development, Finance, Business Development, Sales Management, Management, Sales, Marketing, Fundraising, Public Relations, Program Management, Project Management, Training, Strategy, Leadership, Time Management
Education
Temple University 1985 — 1993
TMH
Colegio San Antonio
Colegio San Antonio
Colegio San Antonio Abad
Colegio San Antonio Abad
Lindsay Kemp Lindsay Kemp's Merrill Lynch Experience September 2013 - April 2014
Job Administrative Manager at United Capital
Industry Government Administration
Experience
Merrill Lynch September 2013 - April 2014
TD Amer April 2012 - August 2013
TD Ameritrade November 2011 - April 2012
The Company of Rockhouse January 2011 - July 2011
Skills
Customer Service, Microsoft Excel, Teamwork, Research, Microsoft Office, Analytical Skills, Time Management, Organization &..., Government, Securities Market, Task-oriented, Communication, Efficiency, Motivation, Multi Tasking
Education
Tarleton State University 2009 — 2011
Bachelor of Science (BS), Political Science and Government
Tarrant County College 2007 — 2009
Bachelor's of Science, Political Science and Government
Merrill Lynch September 2013 - April 2014
TD Amer April 2012 - August 2013
TD Ameritrade November 2011 - April 2012
The Company of Rockhouse January 2011 - July 2011
Skills
Customer Service, Microsoft Excel, Teamwork, Research, Microsoft Office, Analytical Skills, Time Management, Organization &..., Government, Securities Market, Task-oriented, Communication, Efficiency, Motivation, Multi Tasking
Education
Tarleton State University 2009 — 2011
Bachelor of Science (BS), Political Science and Government
Tarrant County College 2007 — 2009
Bachelor's of Science, Political Science and Government
Kyle Appling Kyle Appling's Merrill Lynch Experience May 1989 - June 1992
Job Senior Vice President/ Investments Sr. Financial Consultant Comerica Securities
Industry Investment Management
Experience
Comerica Securities January 1995 - Present
Banc One Securities June 1992 - January 1995
Merrill Lynch May 1989 - June 1992
First Gibraltar Savings Association February 1986 - May 1989
Texas Commerce Bank 1984 - 1986
Texas American Bank July 1979 - 1984
Skills
Portfolio Management, Wealth Management, Investments, Banking, Wealth Transfer, Wealth Protection, Wealth Giving, Wealth Enhancement, Asset Managment, Financial Analysis, Retail Banking, Wealth Management..., Management, Financial Planners, Asset Allocation, Securities, Wealth, Finance, Investment Management, Asset Management, Credit, Financial Planning, Loans
Education
University of North Texas 1981 — 1983
Banking & Finance
Tarrant County College 1979 — 1981
Business Administration and Management, General
Comerica Securities January 1995 - Present
Banc One Securities June 1992 - January 1995
Merrill Lynch May 1989 - June 1992
First Gibraltar Savings Association February 1986 - May 1989
Texas Commerce Bank 1984 - 1986
Texas American Bank July 1979 - 1984
Skills
Portfolio Management, Wealth Management, Investments, Banking, Wealth Transfer, Wealth Protection, Wealth Giving, Wealth Enhancement, Asset Managment, Financial Analysis, Retail Banking, Wealth Management..., Management, Financial Planners, Asset Allocation, Securities, Wealth, Finance, Investment Management, Asset Management, Credit, Financial Planning, Loans
Education
University of North Texas 1981 — 1983
Banking & Finance
Tarrant County College 1979 — 1981
Business Administration and Management, General
Sherese Baker Sherese Baker's Merrill Lynch Experience June 2008 - October 2010
Job Investment advisor at The Robben Island fund
Industry Financial Services
Experience
Morgan Stanley February 2012 - March 2013
Morgan Stanley Smith Barney March 2011 - February 2012
Bank of America June 2009 - October 2010
Merrill Lynch June 2008 - October 2010
UNDP June 2008 - December 2008
United Nations, Department May 2008 - November 2008
Sandra Hartog Consulting September 2007 - November 2008
Skills
Diversity & Inclusion, Recruiting, Employee Relations, Training, Human Resources, Employee Training, Leadership, Management, Talent Management, Succession Planning, Employee Engagement, Organizational..., Risk Management, Leadership Development, Performance Management, Strategy, Banking, Finance, Business Strategy, LNG, Organizational Design, Performance Improvement, Personnel Management, Change Management, Analysis, Onboarding, Strategic Planning, Management Consulting, Workshop Facilitation, New Hire Orientations, Organizational..., Employee Benefits, Executive Coaching, Portfolio Management
Education
FINRA 2012 — 2012
Series 7, Finance
Columbia UniversityNew 2006 — 2008
Master of Arts, Organizational Psychology
Teachers College of Columbia University 2006 — 2008
MA, Organizational Psychology
State University Of New 2001 — 2003
Bachelor of Science, Psychology
Finra Series 66
Finance, passed
Life Accident and Health Insurance LicenseeNew
Morgan Stanley February 2012 - March 2013
Morgan Stanley Smith Barney March 2011 - February 2012
Bank of America June 2009 - October 2010
Merrill Lynch June 2008 - October 2010
UNDP June 2008 - December 2008
United Nations, Department May 2008 - November 2008
Sandra Hartog Consulting September 2007 - November 2008
Skills
Diversity & Inclusion, Recruiting, Employee Relations, Training, Human Resources, Employee Training, Leadership, Management, Talent Management, Succession Planning, Employee Engagement, Organizational..., Risk Management, Leadership Development, Performance Management, Strategy, Banking, Finance, Business Strategy, LNG, Organizational Design, Performance Improvement, Personnel Management, Change Management, Analysis, Onboarding, Strategic Planning, Management Consulting, Workshop Facilitation, New Hire Orientations, Organizational..., Employee Benefits, Executive Coaching, Portfolio Management
Education
FINRA 2012 — 2012
Series 7, Finance
Columbia UniversityNew 2006 — 2008
Master of Arts, Organizational Psychology
Teachers College of Columbia University 2006 — 2008
MA, Organizational Psychology
State University Of New 2001 — 2003
Bachelor of Science, Psychology
Finra Series 66
Finance, passed
Life Accident and Health Insurance LicenseeNew
Austin Kotch Austin Kotch's Merrill Lynch Experience February 2014 - July 2014
Job Sales & Business Development
Industry Oil & Energy
Experience
Tuxedo Distributors September 2014 - Present
Merrill Lynch February 2014 - July 2014
Five Star Measurement October 2012 - February 2014
Chesapeake Energy April 2009 - October 2012
M&M Merchandisers July 2007 - August 2008
Skills
Energy, Oil/Gas, Project Management, Management, Training, Project Planning, Customer Service, Customer Support, Petroleum, Gas, Contract Management, Operations Management, Logistics, Contract Negotiation, Supervisory Skills, Procurement, Supply Chain Management, SAP, Process Scheduler, Energy Industry, Logistics Management, Analysis, Troubleshooting, Inventory Management, Natural Gas, Negotiation, Materials Management, Purchasing, Team Leadership, Oil & Gas Industry, Six Sigma, Warehousing, Oil & Gas
Education
Tarleton State University 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Hill Junior College 2008 — 2011
Associate of Arts (AA)
Tuxedo Distributors September 2014 - Present
Merrill Lynch February 2014 - July 2014
Five Star Measurement October 2012 - February 2014
Chesapeake Energy April 2009 - October 2012
M&M Merchandisers July 2007 - August 2008
Skills
Energy, Oil/Gas, Project Management, Management, Training, Project Planning, Customer Service, Customer Support, Petroleum, Gas, Contract Management, Operations Management, Logistics, Contract Negotiation, Supervisory Skills, Procurement, Supply Chain Management, SAP, Process Scheduler, Energy Industry, Logistics Management, Analysis, Troubleshooting, Inventory Management, Natural Gas, Negotiation, Materials Management, Purchasing, Team Leadership, Oil & Gas Industry, Six Sigma, Warehousing, Oil & Gas
Education
Tarleton State University 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Hill Junior College 2008 — 2011
Associate of Arts (AA)
Jose Z. Ibarra Estrella's Merrill Lynch Experience April 2006 - April 2013
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Merrill Lynch April 2006 - April 2013
Citi October 1998 - April 2006
Skills
Equities, Fixed Income, Series 7, Portfolio Management, Capital Markets, Wealth Management, Investments, Investment Banking, Hedge Funds, Alternative Investments, Derivatives, Asset Management
Education
Tecnológico de Monterrey
Bachelor of Science (BSc), Management Information Systems, General
Universidad Iberoamericana, Ciudad de México
Master of Business Administration (MBA)
J.P. Morgan April 2013 - Present
Merrill Lynch April 2006 - April 2013
Citi October 1998 - April 2006
Skills
Equities, Fixed Income, Series 7, Portfolio Management, Capital Markets, Wealth Management, Investments, Investment Banking, Hedge Funds, Alternative Investments, Derivatives, Asset Management
Education
Tecnológico de Monterrey
Bachelor of Science (BSc), Management Information Systems, General
Universidad Iberoamericana, Ciudad de México
Master of Business Administration (MBA)
Jarrod Prince Jarrod Prince's Merrill Lynch Experience March 2004 - September 2004
Job Manager/ Bottle Cap Alley Ice House
Industry Food & Beverages
Experience
Louisville Strength and Endurance May 2015 - Present
unemployed- looking for hospitality or retail work April 2015 - May 2015
Bottle Cap Alley Ice House January 2014 - April 2015
Whiskey River March 2013 - December 2013
All Jacked Up March 2013 - August 2013
United States Army October 2009 - March 2013
Merrill Lynch March 2004 - September 2004
US Navy June 1999 - June 2003
Skills
Active DoD Secret..., Held Top Secret..., Petroleum Systems, Hazmat Operations, Fuel Management, Fuel Systems, Military Operations, Military, Security Clearance, Army, Military Experience, Operational Planning, Military Logistics, Force Protection, Counterterrorism, Organizational..., Military Training, National Security, Tactics, Team Building, Leadership Development, Intelligence, Physical Security, Staff Development, Personnel Supervision, Navy, Emergency Management, Coaching, Social Networking, Petroleum, Logistics Management, Strategy, Security Operations, Leadership, Top Secret, Supervisory Skills, Customer Service, Management, Training, Team Leadership, Operations Management, Marketing, Microsoft Office, Strategic Planning, Public Speaking, Microsoft Word, Event Planning, Sales, Time Management, Social Media
Education
Tarleton State University 2006 — 2008
Bachelor of Science (B.S.), Political Science and Government, 3.0
Louisville Strength and Endurance May 2015 - Present
unemployed- looking for hospitality or retail work April 2015 - May 2015
Bottle Cap Alley Ice House January 2014 - April 2015
Whiskey River March 2013 - December 2013
All Jacked Up March 2013 - August 2013
United States Army October 2009 - March 2013
Merrill Lynch March 2004 - September 2004
US Navy June 1999 - June 2003
Skills
Active DoD Secret..., Held Top Secret..., Petroleum Systems, Hazmat Operations, Fuel Management, Fuel Systems, Military Operations, Military, Security Clearance, Army, Military Experience, Operational Planning, Military Logistics, Force Protection, Counterterrorism, Organizational..., Military Training, National Security, Tactics, Team Building, Leadership Development, Intelligence, Physical Security, Staff Development, Personnel Supervision, Navy, Emergency Management, Coaching, Social Networking, Petroleum, Logistics Management, Strategy, Security Operations, Leadership, Top Secret, Supervisory Skills, Customer Service, Management, Training, Team Leadership, Operations Management, Marketing, Microsoft Office, Strategic Planning, Public Speaking, Microsoft Word, Event Planning, Sales, Time Management, Social Media
Education
Tarleton State University 2006 — 2008
Bachelor of Science (B.S.), Political Science and Government, 3.0
Jennifer Denham Jennifer Denham's Merrill Lynch Experience February 1998 - November 2001
Job AppleCare Technical Advisor
Industry Information Technology and Services
Experience
Apple March 2014 - Present
DDC Advocacy June 2009 - March 2014
Lonestar Industries November 2001 - September 2007
Merrill Lynch February 1998 - November 2001
Bank of America June 1995 - February 1998
Skills
Community Outreach, Customer Service, Data Entry, Nonprofits, Political Campaigns, Public Relations, Media Relations, Microsoft Excel, Microsoft Word, Social Media, Research, Leadership, Social Media Marketing, Training, Coaching, OS X, iOS, Beats, Technical Support, Management, Mac, Information Technology, Coaching & Mentoring, Mentoring New Hires
Education
Tarrant County College 2014 — 2017
General Studies
Paradise Valley Community College
Apple March 2014 - Present
DDC Advocacy June 2009 - March 2014
Lonestar Industries November 2001 - September 2007
Merrill Lynch February 1998 - November 2001
Bank of America June 1995 - February 1998
Skills
Community Outreach, Customer Service, Data Entry, Nonprofits, Political Campaigns, Public Relations, Media Relations, Microsoft Excel, Microsoft Word, Social Media, Research, Leadership, Social Media Marketing, Training, Coaching, OS X, iOS, Beats, Technical Support, Management, Mac, Information Technology, Coaching & Mentoring, Mentoring New Hires
Education
Tarrant County College 2014 — 2017
General Studies
Paradise Valley Community College
Wally Woodham Jr.'s Merrill Lynch Experience May 2014 - September 2014
Job Woodham Commercial Real Estate
Industry Real Estate
Experience
Woodham Commercial Real Estate December 2014 - Present
Jon Kohler & Associates Plantation & Ranch Brokerage September 2014 - December 2014
Merrill Lynch May 2014 - September 2014
Sigma Chi Fraternity December 2011 - March 2012
PhoenixSouth Management Company September 2009 - October 2011
Maclay School February 2011 - May 2011
Premier Health and Fitness December 2010 - May 2011
Skills
Sales, Marketing, Social Media, Leadership, Microsoft Excel, Facebook, Real Estate, Social Networking, Event Planning, PowerPoint, Microsoft Office, Social Media Marketing, Microsoft Word, Public Speaking, Time Management
Education
Florida State University 2011 — 2013
Bachelor's degree, Business - Professional Sales, Minor is Hospitality, GPA 3.6 Cum Laude
Tallahassee Community College 2009 — 2011
Associate's degree, Business, 3.6
Woodham Commercial Real Estate December 2014 - Present
Jon Kohler & Associates Plantation & Ranch Brokerage September 2014 - December 2014
Merrill Lynch May 2014 - September 2014
Sigma Chi Fraternity December 2011 - March 2012
PhoenixSouth Management Company September 2009 - October 2011
Maclay School February 2011 - May 2011
Premier Health and Fitness December 2010 - May 2011
Skills
Sales, Marketing, Social Media, Leadership, Microsoft Excel, Facebook, Real Estate, Social Networking, Event Planning, PowerPoint, Microsoft Office, Social Media Marketing, Microsoft Word, Public Speaking, Time Management
Education
Florida State University 2011 — 2013
Bachelor's degree, Business - Professional Sales, Minor is Hospitality, GPA 3.6 Cum Laude
Tallahassee Community College 2009 — 2011
Associate's degree, Business, 3.6
Ann Kledaras Ann Kledaras's Merrill Lynch Experience September 1979 - September 1982
Job Office Manager at Penny Hill Eye Center, George W. Kledaras O.D.,P.A.
Industry Medical Practice
Experience
Penny Hill Eye Center, George W. Kledaras O.D.,P.A. April 2013 - Present
Avon Grove School District September 1998 - April 2013
1838 Investment Management June 1996 - June 1997
Smith Barney June 1986 - June 1997
Cypress Capital Management September 1982 - June 1986
Merrill Lynch September 1979 - September 1982
Skills
Behavior Management, Applied Behavior..., Autistic Support, Life Skills, Special Education, Special Needs, IEP, Emotional Disabilities, Behavioral Intervention, Positive Behavior..., Functional Behavior..., Differentiated..., Middle School, Behavioral Disorders, Behavior Modification, PECS, Literacy, Developmental..., Lesson Planning, Secondary Education, Organizational..., Management, Master gardener
Education
Temple University 1975 — 1978
speech pathology
The University of Delaware 1973 — 1975
Art/speech pathology
The Shipley School 1971 — 1973
Penny Hill Eye Center, George W. Kledaras O.D.,P.A. April 2013 - Present
Avon Grove School District September 1998 - April 2013
1838 Investment Management June 1996 - June 1997
Smith Barney June 1986 - June 1997
Cypress Capital Management September 1982 - June 1986
Merrill Lynch September 1979 - September 1982
Skills
Behavior Management, Applied Behavior..., Autistic Support, Life Skills, Special Education, Special Needs, IEP, Emotional Disabilities, Behavioral Intervention, Positive Behavior..., Functional Behavior..., Differentiated..., Middle School, Behavioral Disorders, Behavior Modification, PECS, Literacy, Developmental..., Lesson Planning, Secondary Education, Organizational..., Management, Master gardener
Education
Temple University 1975 — 1978
speech pathology
The University of Delaware 1973 — 1975
Art/speech pathology
The Shipley School 1971 — 1973
Adam Altman Adam Altman's Merrill Lynch Experience June 2002 - December 2002
Job Vice President at Contrarian Capital Management
Industry Financial Services
Experience
Contrarian Capital Management September 2011 - Present
KCPS Clarity May 2010 - September 2010
Cowen and Company April 2006 - September 2009
The Altman Group, Inc. June 2004 - March 2006
Riggs Bank N.A. January 2004 - May 2004
Merrill Lynch June 2002 - December 2002
Skills
Hedge Funds, Equities, Investments, Financial Modeling, Investment Banking, Alternative Investments, Private Equity, Capital Markets, Valuation, Asset Managment, Fixed Income, Bloomberg
Education
Tel Aviv University 2009 — 2010
MBA, Business
University of Maryland - Robert H. Smith School of Business 2000 — 2004
B.S., Finance
Semester At Sea 2003 — 2003
Contrarian Capital Management September 2011 - Present
KCPS Clarity May 2010 - September 2010
Cowen and Company April 2006 - September 2009
The Altman Group, Inc. June 2004 - March 2006
Riggs Bank N.A. January 2004 - May 2004
Merrill Lynch June 2002 - December 2002
Skills
Hedge Funds, Equities, Investments, Financial Modeling, Investment Banking, Alternative Investments, Private Equity, Capital Markets, Valuation, Asset Managment, Fixed Income, Bloomberg
Education
Tel Aviv University 2009 — 2010
MBA, Business
University of Maryland - Robert H. Smith School of Business 2000 — 2004
B.S., Finance
Semester At Sea 2003 — 2003
Kendall Price Kendall Price's Merrill Lynch Experience June 2014 - August 2014
Job Finance Intern at First Data Corporation
Industry Financial Services
Experience
First Data Corporation June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Perkin Design Interiors June 2011 - August 2013
Skills
Leadership, Research, Editing, PowerPoint, Microsoft Word, Teamwork, Social Media, Time Management, Public Speaking, Management, Finance, Microsoft Excel, Social Networking, Analysis, Team Leadership, Team Building, Economics, Problem Solving, Team Problem Solving, Facebook, Marketing, Event Planning, Photoshop
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2017
Bachelor's Degree, Finance, Junior
Eastern High School 2009 — 2013
High School
First Data Corporation June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Perkin Design Interiors June 2011 - August 2013
Skills
Leadership, Research, Editing, PowerPoint, Microsoft Word, Teamwork, Social Media, Time Management, Public Speaking, Management, Finance, Microsoft Excel, Social Networking, Analysis, Team Leadership, Team Building, Economics, Problem Solving, Team Problem Solving, Facebook, Marketing, Event Planning, Photoshop
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2017
Bachelor's Degree, Finance, Junior
Eastern High School 2009 — 2013
High School
Solomon Childs AIF Solomon Childs AIF's Merrill Lynch Experience 2001 - 2003
Job Financial Advisor, Owner and CEO at GCSS Advisors A Childs Financial Group Company
Industry Financial Services
Experience
GCSS Advisors 2003 - Present
Merrill Lynch 2001 - 2003
UBS 2000 - 2001
Innovative Artists 1999 - 2000
Skills
Insurance, Investment Advisory, Asset Management, Securities, Retirement Planning, Retirement Plans, Retirement Income..., Alternative Investments, Long Term Care, College Savings Plans, Asset Managment, Investments
Education
University of San Diego School of Law 1998 — 1999
law
University of Pittsburgh 1992 — 1996
bachelor of arts, Journalism and Political Science
Tel Aviv University 1994 — 1994
Overseas Student Program
Allderdice 1988 — 1992
GCSS Advisors 2003 - Present
Merrill Lynch 2001 - 2003
UBS 2000 - 2001
Innovative Artists 1999 - 2000
Skills
Insurance, Investment Advisory, Asset Management, Securities, Retirement Planning, Retirement Plans, Retirement Income..., Alternative Investments, Long Term Care, College Savings Plans, Asset Managment, Investments
Education
University of San Diego School of Law 1998 — 1999
law
University of Pittsburgh 1992 — 1996
bachelor of arts, Journalism and Political Science
Tel Aviv University 1994 — 1994
Overseas Student Program
Allderdice 1988 — 1992
Todd Napolitano Todd Napolitano's Merrill Lynch Experience May 1998 - February 2000
Job Technical Sales Executive at SGS North America
Industry Consumer Services
Experience
EMSL Analytical, Inc March 2011 - June 2015
George S. May International April 2006 - December 2010
Synergistics Capital Consulting April 2002 - April 2006
Morgan Stanley February 2000 - June 2002
Merrill Lynch May 1998 - February 2000
Temple Univeristy September 1993 - August 1998
Skills
Management Consulting, Business Strategy, Strategic Planning, Business Planning, Start-ups, Executive Management, New Business Development, Change Management, Financial Modeling, Mergers, Financial Analysis, Business Analysis, Business Process..., Business Development, Business Transformation, Process Improvement, Entrepreneurship, Strategic Consulting, Competitive Analysis, Program Management, Account Management, Analysis, Budgets, Business Intelligence, CRM, Consulting, Cross-functional Team..., Investments, Management, Marketing, Mergers & Acquisitions, Operations Management, Organizational..., Product Development, Product Management, Project Management, Risk Management, Sales, Sales Management, Strategy, Team Leadership, Vendor Management, Strategic Partnerships, Training, Analytics, Team Building, Forecasting, Leadership, Data Analysis, Marketing Strategy
Education
Temple University 1993 — 1998
PhD (CPhil), Political Economy/Critical Theory
University of New Hampshire 1991 — 1993
MA, Political Economy/Critical Theory
Tufts University 1986 — 1990
BA, Economics/Literature
EMSL Analytical, Inc March 2011 - June 2015
George S. May International April 2006 - December 2010
Synergistics Capital Consulting April 2002 - April 2006
Morgan Stanley February 2000 - June 2002
Merrill Lynch May 1998 - February 2000
Temple Univeristy September 1993 - August 1998
Skills
Management Consulting, Business Strategy, Strategic Planning, Business Planning, Start-ups, Executive Management, New Business Development, Change Management, Financial Modeling, Mergers, Financial Analysis, Business Analysis, Business Process..., Business Development, Business Transformation, Process Improvement, Entrepreneurship, Strategic Consulting, Competitive Analysis, Program Management, Account Management, Analysis, Budgets, Business Intelligence, CRM, Consulting, Cross-functional Team..., Investments, Management, Marketing, Mergers & Acquisitions, Operations Management, Organizational..., Product Development, Product Management, Project Management, Risk Management, Sales, Sales Management, Strategy, Team Leadership, Vendor Management, Strategic Partnerships, Training, Analytics, Team Building, Forecasting, Leadership, Data Analysis, Marketing Strategy
Education
Temple University 1993 — 1998
PhD (CPhil), Political Economy/Critical Theory
University of New Hampshire 1991 — 1993
MA, Political Economy/Critical Theory
Tufts University 1986 — 1990
BA, Economics/Literature
Nichole Rogers Nichole Rogers's Merrill Lynch Experience April 2013 - Present
Job Assistant Vice President Central Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
First Southwest Company July 2010 - April 2013
Fidelity Investments October 2008 - April 2010
Fidelity Investments March 2004 - September 2008
Fidelity Investments September 2002 - February 2004
Fidelity Investments February 2002 - June 2002
Fidelity Investments September 2000 - January 2002
Fidelity Investments June 1998 - August 2000
Skills
Series 7, Trading, Equities, Mutual Funds, Options, Risk, Series 63, Fixed Income, Risk Management, Securities, Financial Risk, Capital Markets, FINRA, Asset Allocation, Financial Services, Investments, Portfolio Management
Education
Obtained FINRA Series 7, 9, 10 ,63 and 65.
Tarrant County College
plan that will lead to a Associates, Business Administration
Tarrant County College,
Currently Enrolled, Business Administration
Merrill Lynch April 2013 - Present
First Southwest Company July 2010 - April 2013
Fidelity Investments October 2008 - April 2010
Fidelity Investments March 2004 - September 2008
Fidelity Investments September 2002 - February 2004
Fidelity Investments February 2002 - June 2002
Fidelity Investments September 2000 - January 2002
Fidelity Investments June 1998 - August 2000
Skills
Series 7, Trading, Equities, Mutual Funds, Options, Risk, Series 63, Fixed Income, Risk Management, Securities, Financial Risk, Capital Markets, FINRA, Asset Allocation, Financial Services, Investments, Portfolio Management
Education
Obtained FINRA Series 7, 9, 10 ,63 and 65.
Tarrant County College
plan that will lead to a Associates, Business Administration
Tarrant County College,
Currently Enrolled, Business Administration
Anne Long's Merrill Lynch Experience 1996 - 1998
Job President at Long Consulting Group
Industry Insurance
Experience
Long Consulting Group February 2015 - Present
National Financial Partners September 2012 - February 2015
Long Consulting Group April 2004 - September 2012
National Financial Partners February 2012 - August 2012
National Financial Partners August 1998 - March 2004
Merrill Lynch 1996 - 1998
Manulife Financial 1981 - 1996
State Mutual Insurance Company 1984 - 1985
Skills
Insurance, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, Financial Planning, Investments, Financial Services, Management, Disability Insurance, Risk Management, Long-term Care, Mutual Funds, Executive Management, Public Speaking, Marketing, Management Consulting, Team Building, Health Insurance, Marketing Strategy, 401k, Mergers, Strategy, Customer Service, Salesforce.com, Business Strategy, Asset Managment, Leadership, Employee Benefits, Term Life Insurance, Sales, Underwriting, Strategic Planning, CRM, Estate Planning, Mergers & Acquisitions, Business Planning, Series 63, Business Development, Training, Securities
Education
Temple University 1986 — 1989
MPA, Public Administration
Temple University 1977 — 1981
BA, Political Science
Kolbe Certified Consultant
Strategic Coach
Long Consulting Group February 2015 - Present
National Financial Partners September 2012 - February 2015
Long Consulting Group April 2004 - September 2012
National Financial Partners February 2012 - August 2012
National Financial Partners August 1998 - March 2004
Merrill Lynch 1996 - 1998
Manulife Financial 1981 - 1996
State Mutual Insurance Company 1984 - 1985
Skills
Insurance, Retirement Planning, Life Insurance, Retirement, Fixed Annuities, Financial Planning, Investments, Financial Services, Management, Disability Insurance, Risk Management, Long-term Care, Mutual Funds, Executive Management, Public Speaking, Marketing, Management Consulting, Team Building, Health Insurance, Marketing Strategy, 401k, Mergers, Strategy, Customer Service, Salesforce.com, Business Strategy, Asset Managment, Leadership, Employee Benefits, Term Life Insurance, Sales, Underwriting, Strategic Planning, CRM, Estate Planning, Mergers & Acquisitions, Business Planning, Series 63, Business Development, Training, Securities
Education
Temple University 1986 — 1989
MPA, Public Administration
Temple University 1977 — 1981
BA, Political Science
Kolbe Certified Consultant
Strategic Coach
Brian Altman Brian Altman's Merrill Lynch Experience 1997 - 1998
Job Credit Risk at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
Moody's Analytics 2009 - 2012
Markit 2009 - 2011
Citi Group 1998 - 2009
Merrill Lynch 1997 - 1998
Skills
Analytics, Loans, MBS, Credit Risk, Securities, Bonds, Fixed Income, Banking, Analysis, Structured Products, ABS, Data, Capital Markets, Data Analysis, Mortgage Lending, Valuation, Mergers & Acquisitions, Hedge Funds, Project Management, Database Design, Databases, Credit Scoring, SQL, Data Management, VBA, Workflow, KPI implementation, Change Management, Data Mining, CMBS, Automation, Agile Application..., Warehouse Lending, Master Data Management, Data Governance, Data Dictionary, Data Stewardship, Workflow Applications, Workflow Management, Data Quality
Education
Temple University
University of Rochester
BA; magna cum laude
Dwight-Englewood School
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
Moody's Analytics 2009 - 2012
Markit 2009 - 2011
Citi Group 1998 - 2009
Merrill Lynch 1997 - 1998
Skills
Analytics, Loans, MBS, Credit Risk, Securities, Bonds, Fixed Income, Banking, Analysis, Structured Products, ABS, Data, Capital Markets, Data Analysis, Mortgage Lending, Valuation, Mergers & Acquisitions, Hedge Funds, Project Management, Database Design, Databases, Credit Scoring, SQL, Data Management, VBA, Workflow, KPI implementation, Change Management, Data Mining, CMBS, Automation, Agile Application..., Warehouse Lending, Master Data Management, Data Governance, Data Dictionary, Data Stewardship, Workflow Applications, Workflow Management, Data Quality
Education
Temple University
University of Rochester
BA; magna cum laude
Dwight-Englewood School
Charles Pavlov Charles Pavlov's Merrill Lynch Experience July 1978 - January 2009
Job First Vice President Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2009 - Present
Merrill Lynch July 1978 - January 2009
Education
Temple University 1969 — 1973
BS Communications, Radio-TV-Film
Morgan Stanley Smith Barney January 2009 - Present
Merrill Lynch July 1978 - January 2009
Education
Temple University 1969 — 1973
BS Communications, Radio-TV-Film
John Carpani John Carpani's Merrill Lynch Experience 2006 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Lighthouse Planning Consultants March 2014 - October 2014
Swarthmore Financial Services September 2013 - February 2014
Cabot Lodge May 2012 - August 2012
DVFG Advisors, LLC 2010 - May 2012
PNC Investments 2007 - 2010
Merrill Lynch 2006 - 2007
Skills
Estate Planning, Succession Planning, Long-term Care, Financial Planning, Investments, Life Insurance Planning, 401 K Rollovers, Group Benefits
Education
Temple University 2000 — 2004
B.A., Mathematical Economics
Methacton
visitation
Lighthouse Planning Consultants March 2014 - October 2014
Swarthmore Financial Services September 2013 - February 2014
Cabot Lodge May 2012 - August 2012
DVFG Advisors, LLC 2010 - May 2012
PNC Investments 2007 - 2010
Merrill Lynch 2006 - 2007
Skills
Estate Planning, Succession Planning, Long-term Care, Financial Planning, Investments, Life Insurance Planning, 401 K Rollovers, Group Benefits
Education
Temple University 2000 — 2004
B.A., Mathematical Economics
Methacton
visitation
Anna Levinson Anna Levinson's Merrill Lynch Experience June 2013 - August 2013
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
University of Chicago Booth School of Business 2012 - 2014
Merrill Lynch June 2013 - August 2013
Hewlett-Packard October 2010 - August 2012
Hewlett-Packard September 2009 - November 2010
Skills
Business Analysis, Data Analysis, Team Leadership, Competitive Analysis, Business Strategy, Product Management, Marketing, Cloud Computing, Pre-sales, Analytics, Management Consulting, Cross-functional Team..., Strategy, Product Marketing, Business Development, Market Analysis, Entrepreneurship, Start-ups, Financial Modeling, Mergers & Acquisitions, Market Research, Go-to-market Strategy, Negotiation
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Graduated with Honors
Tel Aviv University 2007 — 2010
BA, Economics
McKinsey & Company September 2014 - Present
University of Chicago Booth School of Business 2012 - 2014
Merrill Lynch June 2013 - August 2013
Hewlett-Packard October 2010 - August 2012
Hewlett-Packard September 2009 - November 2010
Skills
Business Analysis, Data Analysis, Team Leadership, Competitive Analysis, Business Strategy, Product Management, Marketing, Cloud Computing, Pre-sales, Analytics, Management Consulting, Cross-functional Team..., Strategy, Product Marketing, Business Development, Market Analysis, Entrepreneurship, Start-ups, Financial Modeling, Mergers & Acquisitions, Market Research, Go-to-market Strategy, Negotiation
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Graduated with Honors
Tel Aviv University 2007 — 2010
BA, Economics
Patrick J. Dunlavy Patrick J. Dunlavy's Merrill Lynch Experience July 1971 - November 1975
Job Vice President for Advancement and Alumni Relations at Baldwin Wallace University
Industry Nonprofit Organization Management
Experience
Baldwin Wallace University October 2014 - Present
Self _ Employed February 2011 - October 2014
BoardEx June 2009 - February 2011
CitationAir 2003 - 2007
Dunlavy Consulting 2001 - 2003
Salomon Brothers January 1978 - January 1999
Gelfand Quinn & Associates 1977 - 1978
Salomon Brothers November 1975 - December 1976
Merrill Lynch July 1971 - November 1975
Skills
New Business Development, Sales, Strategic Planning, Social Media, Online Advertising, Email Marketing, Marketing Communications, Digital Marketing, Leadership, Investments, Social Media Marketing, Program Management, Portfolio Management, Business Strategy, Marketing Strategy, Management, Marketing, Fundraising, Public Speaking, Public Relations, Strategy, Advertising, Social Networking, Market Research, Team Building, Publishing
Education
Teachers College of Columbia University 1999 — 2001
MA, Communications
Baldwin Wallace University 1967 — 1971
BA, Business Marketing
St. Vincent High School (now St. Vincent- St. Mary HS) 1963 — 1967
Baldwin Wallace University October 2014 - Present
Self _ Employed February 2011 - October 2014
BoardEx June 2009 - February 2011
CitationAir 2003 - 2007
Dunlavy Consulting 2001 - 2003
Salomon Brothers January 1978 - January 1999
Gelfand Quinn & Associates 1977 - 1978
Salomon Brothers November 1975 - December 1976
Merrill Lynch July 1971 - November 1975
Skills
New Business Development, Sales, Strategic Planning, Social Media, Online Advertising, Email Marketing, Marketing Communications, Digital Marketing, Leadership, Investments, Social Media Marketing, Program Management, Portfolio Management, Business Strategy, Marketing Strategy, Management, Marketing, Fundraising, Public Speaking, Public Relations, Strategy, Advertising, Social Networking, Market Research, Team Building, Publishing
Education
Teachers College of Columbia University 1999 — 2001
MA, Communications
Baldwin Wallace University 1967 — 1971
BA, Business Marketing
St. Vincent High School (now St. Vincent- St. Mary HS) 1963 — 1967
Pat Mickelson's Merrill Lynch Experience April 1999 - February 2001
Job Stonefield Investment Advisory
Industry Financial Services
Experience
Stonefield Investment Advisory November 2014 - Present
Highwater Wealth Management LLC October 2013 - October 2014
Stonefield Investment Advisory 2004 - September 2013
INVESCO March 2001 - March 2004
Merrill Lynch April 1999 - February 2001
Skills
401k, 401k Rollovers, Roth IRA, IRA Rollovers, 529 Plans, Separately Managed..., Investment Policy, Interest Rate Risk..., Investments, Asset Allocation, Group Benefits, Microsoft Office, CRM software, IRA's, Employee Benefits, Asset Management, Retirement Planning, Mutual Funds, Portfolio Management, Investment Advisory, Series 7, Series 63, Investment Strategies, ERISA, Securities, IRAs, Investment Education
Education
University of Northern Iowa 1994 — 2008
BA
TUI University 2000 — 2002
MBA
University of Northern Iowa 1994 — 1998
BA
Tecnológico de Monterrey 1997 — 1997
Study abroad program
Stonefield Investment Advisory November 2014 - Present
Highwater Wealth Management LLC October 2013 - October 2014
Stonefield Investment Advisory 2004 - September 2013
INVESCO March 2001 - March 2004
Merrill Lynch April 1999 - February 2001
Skills
401k, 401k Rollovers, Roth IRA, IRA Rollovers, 529 Plans, Separately Managed..., Investment Policy, Interest Rate Risk..., Investments, Asset Allocation, Group Benefits, Microsoft Office, CRM software, IRA's, Employee Benefits, Asset Management, Retirement Planning, Mutual Funds, Portfolio Management, Investment Advisory, Series 7, Series 63, Investment Strategies, ERISA, Securities, IRAs, Investment Education
Education
University of Northern Iowa 1994 — 2008
BA
TUI University 2000 — 2002
MBA
University of Northern Iowa 1994 — 1998
BA
Tecnológico de Monterrey 1997 — 1997
Study abroad program
Andrew Draper Andrew Draper's Merrill Lynch Experience December 2013 - March 2014
Job Implementation Consultant at Options Technology
Industry Writing and Editing
Experience
Options Technology June 2015 - Present
Jake Roy Pillar April 2014 - Present
Freelance Writing and Editorial Services 2009 - Present
Merrill Lynch December 2013 - March 2014
Jake Roy Pillar August 2012 - November 2013
Ryan Associates March 2010 - July 2012
NYC Department of Education July 1998 - June 2003
Bloomberg LP July 1996 - August 1997
DIRECTV January 1996 - June 1996
Roosevelt Middle School September 1994 - October 1995
Skills
Editing, Creative Writing, Teaching, Curriculum Design, Research, Journalism, Publishing, Training, Books, Leadership, Instructional Design, Project Management, Storytelling, Copywriting, Experiential Education, Film Criticism, Writing, Content Strategy, Microsoft Office, Publications, Content Development, Blogging, Technical Writing, Copy Editing, Business Analysis, Visio, Newsletters, Feature Articles, Fact-checking, Non-fiction, Product Management, Requirements Gathering, Technical Requirements..., UAT coordination, User Acceptance Testing, Editorial, Advent, Proofreading, Product Development, Technical Requirements
Education
Teachers College of Columbia University 1997 — 1998
Master of Education, English education
Wesleyan University 1988 — 1992
Bachelor of Arts, English
Hurricane Island Outward Bound School 2003 — 2003
North Carolina Outward Bound School 1994 — 1994
Saint Dymphna's Group 1998 — 2002
English education, democratic education
Options Technology June 2015 - Present
Jake Roy Pillar April 2014 - Present
Freelance Writing and Editorial Services 2009 - Present
Merrill Lynch December 2013 - March 2014
Jake Roy Pillar August 2012 - November 2013
Ryan Associates March 2010 - July 2012
NYC Department of Education July 1998 - June 2003
Bloomberg LP July 1996 - August 1997
DIRECTV January 1996 - June 1996
Roosevelt Middle School September 1994 - October 1995
Skills
Editing, Creative Writing, Teaching, Curriculum Design, Research, Journalism, Publishing, Training, Books, Leadership, Instructional Design, Project Management, Storytelling, Copywriting, Experiential Education, Film Criticism, Writing, Content Strategy, Microsoft Office, Publications, Content Development, Blogging, Technical Writing, Copy Editing, Business Analysis, Visio, Newsletters, Feature Articles, Fact-checking, Non-fiction, Product Management, Requirements Gathering, Technical Requirements..., UAT coordination, User Acceptance Testing, Editorial, Advent, Proofreading, Product Development, Technical Requirements
Education
Teachers College of Columbia University 1997 — 1998
Master of Education, English education
Wesleyan University 1988 — 1992
Bachelor of Arts, English
Hurricane Island Outward Bound School 2003 — 2003
North Carolina Outward Bound School 1994 — 1994
Saint Dymphna's Group 1998 — 2002
English education, democratic education
Nora Villarreal Nora Villarreal's Merrill Lynch Experience May 2006 - August 2006
Job Program Manager
Industry Logistics and Supply Chain
Experience
Dell July 2014 - May 2015
Baker Hughes June 2013 - August 2013
Dell February 2013 - May 2013
PwC September 2012 - December 2012
GE Transportation May 2008 - June 2012
GE Aviation January 2007 - March 2008
Merrill Lynch May 2006 - August 2006
Skills
Cross-functional Team..., Supply Chain, Procurement, Strategic Sourcing, Training, Outsourcing, Global Sourcing, Pricing, Sales, Finance, Microsoft Excel, Engineering, Time Management, Accounts Payable, Portfolio Management, Materials, Supply Chain Management, Logistics, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2002 — 2007
Bachelor's degree, Industrial Engineering
Grenoble Ecole de Management - Grenoble Graduate School of Business 2005 — 2006
Exchange Program - International Business Studies, International Business
Dell July 2014 - May 2015
Baker Hughes June 2013 - August 2013
Dell February 2013 - May 2013
PwC September 2012 - December 2012
GE Transportation May 2008 - June 2012
GE Aviation January 2007 - March 2008
Merrill Lynch May 2006 - August 2006
Skills
Cross-functional Team..., Supply Chain, Procurement, Strategic Sourcing, Training, Outsourcing, Global Sourcing, Pricing, Sales, Finance, Microsoft Excel, Engineering, Time Management, Accounts Payable, Portfolio Management, Materials, Supply Chain Management, Logistics, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2002 — 2007
Bachelor's degree, Industrial Engineering
Grenoble Ecole de Management - Grenoble Graduate School of Business 2005 — 2006
Exchange Program - International Business Studies, International Business
Tania Gertsiger Tania Gertsiger's Merrill Lynch Experience June 2013 - August 2013
Job Investment Banking Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2014 - Present
Merrill Lynch June 2013 - August 2013
STG Management Ltd August 2010 - June 2012
Pictet & Cie November 2010 - May 2011
Israel Defence Forces August 2004 - August 2006
Skills
Quantitative, VBA, Trading Floor, Structured Products, Technical Analysis, Hedge Funds, Emerging Markets, Military, International, Entrepreneurship, Bloomberg, Valuation, Game Theory, Equities, Asset Management, Fixed Income, Investment Management, Capital Markets, Venture Capital, Business Valuation, Equity Valuation, DCF, Economics, Equity Research, Alternative Investments, Private Equity, LBO, Corporate Finance, Due Diligence, Securities, Investments, Investment Banking, Financial Modeling
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Accounting
Tel Aviv University 2007 — 2010
B.A. (Honors), Economics and Management
Deutsche Bank July 2014 - Present
Merrill Lynch June 2013 - August 2013
STG Management Ltd August 2010 - June 2012
Pictet & Cie November 2010 - May 2011
Israel Defence Forces August 2004 - August 2006
Skills
Quantitative, VBA, Trading Floor, Structured Products, Technical Analysis, Hedge Funds, Emerging Markets, Military, International, Entrepreneurship, Bloomberg, Valuation, Game Theory, Equities, Asset Management, Fixed Income, Investment Management, Capital Markets, Venture Capital, Business Valuation, Equity Valuation, DCF, Economics, Equity Research, Alternative Investments, Private Equity, LBO, Corporate Finance, Due Diligence, Securities, Investments, Investment Banking, Financial Modeling
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Accounting
Tel Aviv University 2007 — 2010
B.A. (Honors), Economics and Management
Charles Davendish Charles Davendish's Merrill Lynch Experience September 1995 - July 2000
Job Development Professional
Industry Nonprofit Organization Management
Experience
Laure Hill Cemetery December 2001 - August 2008
Chester Education Foundation 2003 - 2005
Merrill Lynch September 1995 - July 2000
Skills
Grant Writing, Volunteer Management, Strategic Planning, Community Outreach, Public Speaking, Social Media, Public Relations, Editing, Program Development
Education
Temple University
Marketing and Finance
Laure Hill Cemetery December 2001 - August 2008
Chester Education Foundation 2003 - 2005
Merrill Lynch September 1995 - July 2000
Skills
Grant Writing, Volunteer Management, Strategic Planning, Community Outreach, Public Speaking, Social Media, Public Relations, Editing, Program Development
Education
Temple University
Marketing and Finance
Meirav Azoulay Meirav Azoulay's Merrill Lynch Experience 2005 - 2007
Job
Industry Investment Banking
Experience
Deutsche Bank 2007 - 2012
Merrill Lynch 2005 - 2007
JPMorgan 2004 - 2005
CIBC 2000 - 2002
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Capital Markets, LBO, Strategic Planning, Strategy, Negotiation, Financial Technology, Mergers & Acquisitions, Restructuring, Leveraged Finance, Industrial Sector, Debt, Corporate Finance, Financial Accounting, Capital Structure, Team Leadership
Education
Wharton 2002 — 2004
MBA, Finance & Operation
Tel Aviv University
Bachelor of Arts (B.A.), Economics
Deutsche Bank 2007 - 2012
Merrill Lynch 2005 - 2007
JPMorgan 2004 - 2005
CIBC 2000 - 2002
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Capital Markets, LBO, Strategic Planning, Strategy, Negotiation, Financial Technology, Mergers & Acquisitions, Restructuring, Leveraged Finance, Industrial Sector, Debt, Corporate Finance, Financial Accounting, Capital Structure, Team Leadership
Education
Wharton 2002 — 2004
MBA, Finance & Operation
Tel Aviv University
Bachelor of Arts (B.A.), Economics
Helen Morris Helen Morris's Merrill Lynch Experience 2005 - 2006
Job Executive Coach
Industry Human Resources
Experience
Epiph Partners November 2010 - Present
ARAMARK July 2006 - November 2010
Merrill Lynch 2005 - 2006
Merrill Lynch 1998 - 2005
Citizens Bank February 2002 - September 2002
Rhone Poulenc 1996 - 1998
Ceridian Employer Services 1995 - 1996
Rhone Poulenc 1990 - 1995
Skills
MBTI, Performance Management, Team Management, SPHR, Customer Service, Executive Coaching, Succession Planning, HR Strategy, Talent Development, Employee Engagement, Emotional Intelligence, 360 Feedback, Change Leadership, Interviews, Personnel Management, Talent Management, Program Management, Leadership, Coaching, Change Management, Organizational..., Employee Relations, Onboarding, Human Resources, Organizational..., Staff Development, Leadership Development, Career Development, Strategy, Organizational Design, Culture Change, Workshop Facilitation, Employee Training, Executive Development, Management Development
Education
Teachers College of Columbia University 2010 — 2011
Columbia Coaching Certification Program
Widener University
Epiph Partners November 2010 - Present
ARAMARK July 2006 - November 2010
Merrill Lynch 2005 - 2006
Merrill Lynch 1998 - 2005
Citizens Bank February 2002 - September 2002
Rhone Poulenc 1996 - 1998
Ceridian Employer Services 1995 - 1996
Rhone Poulenc 1990 - 1995
Skills
MBTI, Performance Management, Team Management, SPHR, Customer Service, Executive Coaching, Succession Planning, HR Strategy, Talent Development, Employee Engagement, Emotional Intelligence, 360 Feedback, Change Leadership, Interviews, Personnel Management, Talent Management, Program Management, Leadership, Coaching, Change Management, Organizational..., Employee Relations, Onboarding, Human Resources, Organizational..., Staff Development, Leadership Development, Career Development, Strategy, Organizational Design, Culture Change, Workshop Facilitation, Employee Training, Executive Development, Management Development
Education
Teachers College of Columbia University 2010 — 2011
Columbia Coaching Certification Program
Widener University
Clyde Haynes, SPHR, SHRM-SCP Clyde Haynes, SPHR, SHRM-SCP's Merrill Lynch Experience 2002 - 2004
Job Talent Development & Learning Leader
Industry Professional Training & Coaching
Experience
Apple November 2014 - Present
Independent Consultant May 2014 - Present
RetailMeNot, Inc January 2013 - May 2014
Electronic Arts August 2012 - January 2013
Colorado Technical University October 2011 - December 2012
Morgan Stanley December 2009 - April 2012
UBS Investment Bank September 2004 - December 2009
Merrill Lynch 2002 - 2004
Skills
Leadership Development, Training, Program Management, Instructional Design, Staff Development, Workshop Facilitation, E-Learning, Coaching, Team Building, Onboarding, Project Management, Talent Management, Organizational..., Strategy, Training Delivery, Management, HR Consulting, Adult Education, Training Facilitation, Program Evaluation, Mentoring, Vendor Management, Needs Analysis, Career Development, Retention Strategies, Career Counseling, Workforce Planning, Succession Planning, CRM, Manage Client..., Managing Project Budgets, Adult Learning Theory, Myers-Briggs Certified, Action Learning, Organizational..., Performance Management, High Potential Programs, Articulate Suite, Train the Trainer, Simulations, Feedback, Gamification, Learning Management, MBTI, Management Development, Presentation Coaching, Captivate, Management Consulting, Lominger Competencies, HR Strategy
Education
Teachers College of Columbia University 2006 — 2010
Master of Arts (M.A.), Adult Learning & Organizational Leadership
The University of Texas at Austin
Bachelor of Arts (B.A.), Computer Science
Apple November 2014 - Present
Independent Consultant May 2014 - Present
RetailMeNot, Inc January 2013 - May 2014
Electronic Arts August 2012 - January 2013
Colorado Technical University October 2011 - December 2012
Morgan Stanley December 2009 - April 2012
UBS Investment Bank September 2004 - December 2009
Merrill Lynch 2002 - 2004
Skills
Leadership Development, Training, Program Management, Instructional Design, Staff Development, Workshop Facilitation, E-Learning, Coaching, Team Building, Onboarding, Project Management, Talent Management, Organizational..., Strategy, Training Delivery, Management, HR Consulting, Adult Education, Training Facilitation, Program Evaluation, Mentoring, Vendor Management, Needs Analysis, Career Development, Retention Strategies, Career Counseling, Workforce Planning, Succession Planning, CRM, Manage Client..., Managing Project Budgets, Adult Learning Theory, Myers-Briggs Certified, Action Learning, Organizational..., Performance Management, High Potential Programs, Articulate Suite, Train the Trainer, Simulations, Feedback, Gamification, Learning Management, MBTI, Management Development, Presentation Coaching, Captivate, Management Consulting, Lominger Competencies, HR Strategy
Education
Teachers College of Columbia University 2006 — 2010
Master of Arts (M.A.), Adult Learning & Organizational Leadership
The University of Texas at Austin
Bachelor of Arts (B.A.), Computer Science
Robert Beyer Robert Beyer's Merrill Lynch Experience January 2001 - January 2009
Job VP, Chief Engineer at Bank of America
Industry Broadcast Media
Experience
Bank of America January 2009 - Present
Merrill Lynch January 2001 - January 2009
Merrill Lynch January 1999 - December 2000
Self Employed; Film & Video December 1986 - December 1999
WGBS TV 57, Philadelphia, PA January 1986 - December 1986
Center City Film & Video July 1983 - January 1986
Self Employed, Film & Video January 1978 - July 1983
Skills
Project Management, Unicast, Satellite Communications, Broadcast, Budget, IT, HD, FCP
Education
Temple University 1975 — 1981
BA, Radio-TV-Film
Bank of America January 2009 - Present
Merrill Lynch January 2001 - January 2009
Merrill Lynch January 1999 - December 2000
Self Employed; Film & Video December 1986 - December 1999
WGBS TV 57, Philadelphia, PA January 1986 - December 1986
Center City Film & Video July 1983 - January 1986
Self Employed, Film & Video January 1978 - July 1983
Skills
Project Management, Unicast, Satellite Communications, Broadcast, Budget, IT, HD, FCP
Education
Temple University 1975 — 1981
BA, Radio-TV-Film
Keith Sidell Keith Sidell's Merrill Lynch Experience February 2011 - February 2012
Job Education Counselor at Online Trading Academy
Industry Financial Services
Experience
Online Trading Academy January 2015 - Present
City Wide Apartments, Inc. April 2013 - Present
M&T Securities February 2012 - April 2013
Merrill Lynch February 2011 - February 2012
Merrill Lynch June 2004 - February 2011
Skills
Bloomberg, Series 7, Portfolio Management, Investments, Finance, Securities, Mutual Funds
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Science, Economics
Online Trading Academy January 2015 - Present
City Wide Apartments, Inc. April 2013 - Present
M&T Securities February 2012 - April 2013
Merrill Lynch February 2011 - February 2012
Merrill Lynch June 2004 - February 2011
Skills
Bloomberg, Series 7, Portfolio Management, Investments, Finance, Securities, Mutual Funds
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Science, Economics
Monica Devlin Monica Devlin's Merrill Lynch Experience May 2007 - May 2008
Job Marketing Director at Town & Country and Columbia Pike Animal Hospitals
Industry Public Relations and Communications
Experience
Town & Country and Columbia Pike Animal Hospitals July 2013 - Present
Siren Communications Consulting March 2012 - Present
ALFA - Assisted Living Federation of America January 2013 - April 2013
SmartMark Communications October 2011 - March 2012
Nielsen-Kellerman June 2008 - July 2011
Merrill Lynch May 2007 - May 2008
WPVI-TV 2006 - 2007
Delmarva Broadcasting 2006 - 2007
Philadephia Eagles 2002 - 2006
Skills
Social Media Marketing, Copywriting, Public Relations, Marketing Communications, Media Relations, Social Media, Editing, Event Planning, Corporate Communications, Marketing, Social Networking, Leadership, Marketing Strategy, Trade Shows, Press Releases, Advertising, Online Advertising, Market Research, Email Marketing, Facebook, Newsletters, Broadcast, Strategy, Management, Web Design
Education
Temple University 2001 — 2007
Town & Country and Columbia Pike Animal Hospitals July 2013 - Present
Siren Communications Consulting March 2012 - Present
ALFA - Assisted Living Federation of America January 2013 - April 2013
SmartMark Communications October 2011 - March 2012
Nielsen-Kellerman June 2008 - July 2011
Merrill Lynch May 2007 - May 2008
WPVI-TV 2006 - 2007
Delmarva Broadcasting 2006 - 2007
Philadephia Eagles 2002 - 2006
Skills
Social Media Marketing, Copywriting, Public Relations, Marketing Communications, Media Relations, Social Media, Editing, Event Planning, Corporate Communications, Marketing, Social Networking, Leadership, Marketing Strategy, Trade Shows, Press Releases, Advertising, Online Advertising, Market Research, Email Marketing, Facebook, Newsletters, Broadcast, Strategy, Management, Web Design
Education
Temple University 2001 — 2007
Lucas Evangelista Lucas Evangelista's Merrill Lynch Experience September 2014 - December 2014
Job BTP
Industry Oil & Energy
Experience
Biotech Processing Supply, LLC March 2009 - Present
Merrill Lynch September 2014 - December 2014
Sheraton Jacksonville July 2013 - July 2014
Pulse Fitness Center August 2012 - August 2013
Pulse Fitness Center May 2011 - July 2012
Heritage College & Heritage Institute March 2011 - June 2011
Premier Health & Fitness Center August 2008 - August 2009
Skills
Customer Service, Marketing, Management, Account Management, Logistics, Bilingual-English/Spanis..., Sales, Guest Service Management, Wellness Coaching, Small Business, Client Development, Nutritional Counseling, Training, Member Relations, Program Management, Project Management, Membership Development, Fitness Consulting, System Administration, Front Office, Xara, Office Administration, Sports Nutrition, Wellness, Fitness, Personal Training, Strength Training, Weight Training
Education
University of West Florida 2006 — 2008
Bachelor of Science (BS), Exercise Science
Tallahassee Community College 2005 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Lincoln University College 2002 — 2004
Associate’s Degree
Miami Dade Community College 2000 — 2001
Associate, Arts
Champagnat Catholic School 1998 — 2000
High School, High School
Biotech Processing Supply, LLC March 2009 - Present
Merrill Lynch September 2014 - December 2014
Sheraton Jacksonville July 2013 - July 2014
Pulse Fitness Center August 2012 - August 2013
Pulse Fitness Center May 2011 - July 2012
Heritage College & Heritage Institute March 2011 - June 2011
Premier Health & Fitness Center August 2008 - August 2009
Skills
Customer Service, Marketing, Management, Account Management, Logistics, Bilingual-English/Spanis..., Sales, Guest Service Management, Wellness Coaching, Small Business, Client Development, Nutritional Counseling, Training, Member Relations, Program Management, Project Management, Membership Development, Fitness Consulting, System Administration, Front Office, Xara, Office Administration, Sports Nutrition, Wellness, Fitness, Personal Training, Strength Training, Weight Training
Education
University of West Florida 2006 — 2008
Bachelor of Science (BS), Exercise Science
Tallahassee Community College 2005 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Lincoln University College 2002 — 2004
Associate’s Degree
Miami Dade Community College 2000 — 2001
Associate, Arts
Champagnat Catholic School 1998 — 2000
High School, High School
Andrew Wesner Andrew Wesner's Merrill Lynch Experience January 2000 - May 2003
Job LPL Registered Principal & Wealth Advisor at Pinnacle Investment Group, LLC
Industry Financial Services
Experience
LPL Financial and Pinnacle Investment Group, LLC June 2003 - Present
Merrill Lynch January 2000 - May 2003
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Windows, English, Outlook, Teaching, Research, Editing, HTML, Public Speaking, Strategic Planning, History, Leadership, Investment Strategies, Investment Advisory
Education
Grand Valley 2001 — 2002
Certificate Program in Financial Planning
The University of Southern Mississippi 1993 — 1995
Master of Education (M.Ed.), Educational Administration and Supervision
Taylor University 1987 — 1991
Bachelor of Science (B.S.), Secondary Education and Teaching, Cum Laude
LPL Financial and Pinnacle Investment Group, LLC June 2003 - Present
Merrill Lynch January 2000 - May 2003
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Windows, English, Outlook, Teaching, Research, Editing, HTML, Public Speaking, Strategic Planning, History, Leadership, Investment Strategies, Investment Advisory
Education
Grand Valley 2001 — 2002
Certificate Program in Financial Planning
The University of Southern Mississippi 1993 — 1995
Master of Education (M.Ed.), Educational Administration and Supervision
Taylor University 1987 — 1991
Bachelor of Science (B.S.), Secondary Education and Teaching, Cum Laude
MAROSA LINAN MAROSA LINAN's Merrill Lynch Experience September 2012 - Present
Job CA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
South Texas Tennis Association 2012 - 2014
SOUTH TEXAS CTA 2012 - 2014
Financial Institutions September 2011 - December 2011
Simply Lite Foods April 2007 - July 2008
Simply Lite Foods, Co. 2006 - 2008
Skills
Accounts Payable, Invoicing, Cash Management, Accounts Receivable, Loans, Credit Analysis, PeopleSoft, Access, Payments, Retail Banking, Accounting, Microsoft Excel, Account Reconciliation, Finance, Cash Flow, Spreadsheets, Financial Analysis, Strategic Financial..., Financial Reporting, Financial Planning
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1985 — 2002
Master of Business Administration (MBA), Accounting and Finance
ITESM 1985 — 1990
Bachelor of Public Accounting, Accounting and Finance
Merrill Lynch September 2012 - Present
South Texas Tennis Association 2012 - 2014
SOUTH TEXAS CTA 2012 - 2014
Financial Institutions September 2011 - December 2011
Simply Lite Foods April 2007 - July 2008
Simply Lite Foods, Co. 2006 - 2008
Skills
Accounts Payable, Invoicing, Cash Management, Accounts Receivable, Loans, Credit Analysis, PeopleSoft, Access, Payments, Retail Banking, Accounting, Microsoft Excel, Account Reconciliation, Finance, Cash Flow, Spreadsheets, Financial Analysis, Strategic Financial..., Financial Reporting, Financial Planning
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1985 — 2002
Master of Business Administration (MBA), Accounting and Finance
ITESM 1985 — 1990
Bachelor of Public Accounting, Accounting and Finance
Pamela Schrier Teitelman Pamela Schrier Teitelman's Merrill Lynch Experience April 1985 - June 1987
Job Independent Human Resources Professional
Industry Human Resources
Experience
Human Resource Consultants April 2000 - Present
Oxford health Plans January 1997 - March 2000
Nielsen Media Research April 1993 - July 1994
Citibank January 1991 - January 1992
Citibank November 1989 - December 1990
Combustion Engineering June 1987 - November 1989
Merrill Lynch April 1985 - June 1987
Skills
Employee Relations, HR Consulting, Contract Recruitment, College Recruiting, Human Resources, Career Development, Career Counseling, Succession Planning, Temporary Placement, Recruiting, Personnel Management, Management, Talent Management, Deferred Compensation, Organizational..., Performance Management, Talent Acquisition
Education
Teachers College of Columbia University 1984 — 1985
M.A., organizational Psychology
The George Washington University 1980 — 1984
Bachelor of Arts (BA), Psychology
Human Resource Consultants April 2000 - Present
Oxford health Plans January 1997 - March 2000
Nielsen Media Research April 1993 - July 1994
Citibank January 1991 - January 1992
Citibank November 1989 - December 1990
Combustion Engineering June 1987 - November 1989
Merrill Lynch April 1985 - June 1987
Skills
Employee Relations, HR Consulting, Contract Recruitment, College Recruiting, Human Resources, Career Development, Career Counseling, Succession Planning, Temporary Placement, Recruiting, Personnel Management, Management, Talent Management, Deferred Compensation, Organizational..., Performance Management, Talent Acquisition
Education
Teachers College of Columbia University 1984 — 1985
M.A., organizational Psychology
The George Washington University 1980 — 1984
Bachelor of Arts (BA), Psychology
Dr. Sterling Jasper Dr. Sterling Jasper's Merrill Lynch Experience August 2001 - March 2007
Job Corporate Talent Development and Strategic Implementation Coach
Industry Professional Training & Coaching
Experience
Sterling Coaching Solutions, LLC August 2007 - Present
Mercy College 2013 - 2014
Citi September 2011 - March 2013
Baruch College 2012 - 2013
Merrill Lynch August 2001 - March 2007
Skills
Leadership Development, Coaching, Training & Development, Performance Management, Selling Skills, Operations Management, Talent Management, Organizational..., Strategic Planning, Sourcing, Team Building, New Business Development, Succession Planning, Customer Service, Sales, Recruiting, Public Speaking, Talent Acquisition, Employee Benefits, Employee Relations, Employee Engagement, Onboarding, Social Media, Staff Development, Employee Training, Leadership, Management, Business Development, Executive Coaching, Training, Strategy, Human Resources, Organizational..., Management Consulting, Workshop Facilitation, Training Delivery, 360 Feedback, Personnel Management, Change Management, Career Development, Program Management, Interviews, Organizational Design, Emotional Intelligence, Career Counseling, Executive Development, Start-ups, Business Planning, Entrepreneurship, Technical Recruiting
Education
St John Fisher College
EdD, Executive Leadership Development
Teachers College of Columbia University
Certification, Coaching
Sterling Coaching Solutions, LLC August 2007 - Present
Mercy College 2013 - 2014
Citi September 2011 - March 2013
Baruch College 2012 - 2013
Merrill Lynch August 2001 - March 2007
Skills
Leadership Development, Coaching, Training & Development, Performance Management, Selling Skills, Operations Management, Talent Management, Organizational..., Strategic Planning, Sourcing, Team Building, New Business Development, Succession Planning, Customer Service, Sales, Recruiting, Public Speaking, Talent Acquisition, Employee Benefits, Employee Relations, Employee Engagement, Onboarding, Social Media, Staff Development, Employee Training, Leadership, Management, Business Development, Executive Coaching, Training, Strategy, Human Resources, Organizational..., Management Consulting, Workshop Facilitation, Training Delivery, 360 Feedback, Personnel Management, Change Management, Career Development, Program Management, Interviews, Organizational Design, Emotional Intelligence, Career Counseling, Executive Development, Start-ups, Business Planning, Entrepreneurship, Technical Recruiting
Education
St John Fisher College
EdD, Executive Leadership Development
Teachers College of Columbia University
Certification, Coaching
Mishael Kushkituah Mishael Kushkituah's Merrill Lynch Experience October 2008 - January 2009
Job Accountant at Bankers Healthcare Group, Inc.
Industry Accounting
Experience
Bankers Healthcare Group, Inc. October 2013 - Present
Real Estate Club September 2007 - May 2010
EEE Consulting January 2009 - May 2009
Merrill Lynch October 2008 - January 2009
Skills
Financial Modeling, Accounting, Financial Analysis, Analysis, Leadership, Marketing, Finance, Time Management, Entrepreneurship, Research, QuickBooks, Forecasting, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2010
Bachelor of Science, Accounting (CPA track), Finance, and Entrepreneurship and Emerging Enterprises
Bankers Healthcare Group, Inc. October 2013 - Present
Real Estate Club September 2007 - May 2010
EEE Consulting January 2009 - May 2009
Merrill Lynch October 2008 - January 2009
Skills
Financial Modeling, Accounting, Financial Analysis, Analysis, Leadership, Marketing, Finance, Time Management, Entrepreneurship, Research, QuickBooks, Forecasting, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2010
Bachelor of Science, Accounting (CPA track), Finance, and Entrepreneurship and Emerging Enterprises
Jorge Aviles, PMP Jorge Aviles, PMP's Merrill Lynch Experience January 2004 - January 2005
Job Global Test Project Manager
Industry Financial Services
Experience
Citi October 2013 - Present
EMC November 2010 - August 2013
Morgan Stanley July 2012 - June 2013
Morgan Stanley November 2010 - July 2012
Keane July 2009 - November 2010
BearingPoint September 2005 - July 2009
NYC Department of Information Technology & Telecommunications February 2005 - September 2005
Merrill Lynch January 2004 - January 2005
Alestra / AT&T August 1997 - September 2001
Skills
Management Consulting, Business Strategy, Business Development, Financial Analysis, Financial Modeling, Project Management, Business Analysis, Analytics, Process Improvement, IT Strategy, Management, Requirements Analysis, Business Process..., Change Management, SDLC, Test Planning, Test Management, UAT coordination, MS Project, Quality Assurance, Quality Center, System Testing, Business Requirements, Requi, CRM, Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
Tecnológico de Monterrey 1991 — 1996
BS, Electronic Systems Engineering
Citi October 2013 - Present
EMC November 2010 - August 2013
Morgan Stanley July 2012 - June 2013
Morgan Stanley November 2010 - July 2012
Keane July 2009 - November 2010
BearingPoint September 2005 - July 2009
NYC Department of Information Technology & Telecommunications February 2005 - September 2005
Merrill Lynch January 2004 - January 2005
Alestra / AT&T August 1997 - September 2001
Skills
Management Consulting, Business Strategy, Business Development, Financial Analysis, Financial Modeling, Project Management, Business Analysis, Analytics, Process Improvement, IT Strategy, Management, Requirements Analysis, Business Process..., Change Management, SDLC, Test Planning, Test Management, UAT coordination, MS Project, Quality Assurance, Quality Center, System Testing, Business Requirements, Requi, CRM, Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
Tecnológico de Monterrey 1991 — 1996
BS, Electronic Systems Engineering
Ankur Shah, MBA's Merrill Lynch Experience April 2007 - January 2012
Job Senior Consultant
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Deutsche Bank January 2014 - June 2015
Barclays June 2013 - January 2014
Merrill Lynch April 2007 - January 2012
Citigroup April 2005 - March 2007
GE Healthcare August 2003 - March 2005
Skills
Financial Modeling, Financial Analysis, Equities, Capital Markets, Bloomberg, Derivatives, Valuation, Data Analysis, Due Diligence, Corporate Finance, Business Analysis, Project Management, Risk Management, Process Improvement, SharePoint, Data Mining, SQL, Microsoft Office, Dodd-Frank, Clearing Houses, Interest Rate Swaps, MS Excel Pivot Tables, Fixed Income, Financial Risk, SDLC, Trading
Education
The George Washington University - School of Business 2010 — 2012
Master of Business Administration (MBA), 3.5
Temple University 1998 — 2003
BBA, Finance & MIS
Credit Suisse June 2015 - Present
Deutsche Bank January 2014 - June 2015
Barclays June 2013 - January 2014
Merrill Lynch April 2007 - January 2012
Citigroup April 2005 - March 2007
GE Healthcare August 2003 - March 2005
Skills
Financial Modeling, Financial Analysis, Equities, Capital Markets, Bloomberg, Derivatives, Valuation, Data Analysis, Due Diligence, Corporate Finance, Business Analysis, Project Management, Risk Management, Process Improvement, SharePoint, Data Mining, SQL, Microsoft Office, Dodd-Frank, Clearing Houses, Interest Rate Swaps, MS Excel Pivot Tables, Fixed Income, Financial Risk, SDLC, Trading
Education
The George Washington University - School of Business 2010 — 2012
Master of Business Administration (MBA), 3.5
Temple University 1998 — 2003
BBA, Finance & MIS
Bette Greenfield Bette Greenfield's Merrill Lynch Experience 2001 - 2008
Job Director of Special Projects at Mada'n Travel Services
Industry Leisure, Travel & Tourism
Experience
Reid Travel of Florida January 2011 - Present
Mada'n Travel Services May 2009 - March 2011
Mada'n Travel Services April 2009 - May 2009
Merrill Lynch 2001 - 2008
Merrill Lynch 2001 - 2008
Merrill Lynch 2001 - 2008
Morley Companies, Inc. 2002 - 2004
Skills
Event Planning
Education
Temple University
BS, Education
Reid Travel of Florida January 2011 - Present
Mada'n Travel Services May 2009 - March 2011
Mada'n Travel Services April 2009 - May 2009
Merrill Lynch 2001 - 2008
Merrill Lynch 2001 - 2008
Merrill Lynch 2001 - 2008
Morley Companies, Inc. 2002 - 2004
Skills
Event Planning
Education
Temple University
BS, Education
Carson Anderson Carson Anderson's Merrill Lynch Experience June 2006 - April 2008
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
BBVA Compass August 2009 - October 2012
Bank of America April 2008 - March 2009
Merrill Lynch June 2006 - April 2008
Skills
Wealth Management, Banking, Credit Assessment, Portfolio Management, Investments, Loans, Financial Planning, Retirement Planning, Financial Analysis, Credit, Customer Relations, Mortgage, Private Banking, Investment Strategies, Series 7, Equities, Mutual Funds, Fixed Income, Mortgage Lending, New Business Development
Education
Texas Tech University 2000 — 2005
BBA, Management & Marketing
Tarleton State University 2009 — 2012
MBA, Management
Morgan Stanley October 2012 - Present
BBVA Compass August 2009 - October 2012
Bank of America April 2008 - March 2009
Merrill Lynch June 2006 - April 2008
Skills
Wealth Management, Banking, Credit Assessment, Portfolio Management, Investments, Loans, Financial Planning, Retirement Planning, Financial Analysis, Credit, Customer Relations, Mortgage, Private Banking, Investment Strategies, Series 7, Equities, Mutual Funds, Fixed Income, Mortgage Lending, New Business Development
Education
Texas Tech University 2000 — 2005
BBA, Management & Marketing
Tarleton State University 2009 — 2012
MBA, Management
Brian Schmitz Brian Schmitz's Merrill Lynch Experience September 1995 - September 2002
Job Financial Services Professional
Industry Financial Services
Experience
Structured Wealth Management March 2008 - Present
OBS Financial Services October 2002 - March 2008
Merrill Lynch September 1995 - September 2002
Skills
Asset Managment, Investment Management, Wealth Management, Investments, Retirement, Pensions, Retirement Planning, Series 7, Asset Allocation, Strategic Financial..., Investment Advisory, Employee Benefits, 401k, Business Strategy, New Business Development
Education
Taylor University 1991 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
Structured Wealth Management March 2008 - Present
OBS Financial Services October 2002 - March 2008
Merrill Lynch September 1995 - September 2002
Skills
Asset Managment, Investment Management, Wealth Management, Investments, Retirement, Pensions, Retirement Planning, Series 7, Asset Allocation, Strategic Financial..., Investment Advisory, Employee Benefits, 401k, Business Strategy, New Business Development
Education
Taylor University 1991 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
David McDonnell David McDonnell's Merrill Lynch Experience 1994 - 1996
Job Retail Branch Manager, Vice President at MB Mortgage
Industry Banking
Experience
MB Financial Bank Mortgage formerly Cole Taylor Mortgage April 2011 - Present
Cole Taylor Mortgage April 2011 - August 2014
BNI August 2008 - August 2014
Mortgage Master Inc. October 2010 - May 2011
Turnstone Mortgage Company July 1999 - December 2010
Home Finance of America August 1996 - June 1999
Merrill Lynch 1994 - 1996
American Financial Mortgage Corporations February 1990 - July 1994
Pi Lambda Phi Fraternity 1987 - 1989
Skills
Refinance, Mortgage Banking, Loans, Mortgage Marketing, Mortgage Lending, FHA, Recruiting, Retail Banking, Outlook, Mergers, Loan Origination, First Time Home Buyers, Residential Mortgages, Consulting, Finance, USDA, Banking, New Home Purchase, Credit, Commercial Lending, Investors, Mergers & Acquisitions, Investment Properties, Real Estate, VA loans, Small Business, Commercial Mortgages, VA Loans, FHA financing, Reverse Mortgages, FHA Financing
Education
Temple University 1984 — 1989
BBA, Finance & Real Estate
Scranton Prep 1980 — 1984
High School
St. Paul's
St. Paul's
St. Paul's
MB Financial Bank Mortgage formerly Cole Taylor Mortgage April 2011 - Present
Cole Taylor Mortgage April 2011 - August 2014
BNI August 2008 - August 2014
Mortgage Master Inc. October 2010 - May 2011
Turnstone Mortgage Company July 1999 - December 2010
Home Finance of America August 1996 - June 1999
Merrill Lynch 1994 - 1996
American Financial Mortgage Corporations February 1990 - July 1994
Pi Lambda Phi Fraternity 1987 - 1989
Skills
Refinance, Mortgage Banking, Loans, Mortgage Marketing, Mortgage Lending, FHA, Recruiting, Retail Banking, Outlook, Mergers, Loan Origination, First Time Home Buyers, Residential Mortgages, Consulting, Finance, USDA, Banking, New Home Purchase, Credit, Commercial Lending, Investors, Mergers & Acquisitions, Investment Properties, Real Estate, VA loans, Small Business, Commercial Mortgages, VA Loans, FHA financing, Reverse Mortgages, FHA Financing
Education
Temple University 1984 — 1989
BBA, Finance & Real Estate
Scranton Prep 1980 — 1984
High School
St. Paul's
St. Paul's
St. Paul's
Jill Muriithi (Johnson) Jill Muriithi (Johnson)'s Merrill Lynch Experience October 1985 - January 1987
Job Client Service & Marketing ~ Jacobs Levy Equity Management
Industry Investment Management
Experience
Jacobs Levy Equity Management March 2004 - Present
Goldman Sachs April 1998 - November 2003
Hildebrandt International January 1997 - April 1998
Melick-Tully & Associates, P.C. September 1995 - January 1997
Merrill Lynch October 1985 - January 1987
Education
Taylor Business Institute 1985 — 1985
Diploma, Administrative Assistant and Secretarial Science
Jacobs Levy Equity Management March 2004 - Present
Goldman Sachs April 1998 - November 2003
Hildebrandt International January 1997 - April 1998
Melick-Tully & Associates, P.C. September 1995 - January 1997
Merrill Lynch October 1985 - January 1987
Education
Taylor Business Institute 1985 — 1985
Diploma, Administrative Assistant and Secretarial Science
Cristina M Hernandez Cristina M Hernandez's Merrill Lynch Experience January 2004 - June 2007
Job Business Development ManagerLATAM: Global Research Consultant
Industry Research
Experience
Career Opportunities International March 2013 - Present
Managed Strategies February 2012 - Present
ITESM: Tecnologico de Monterrey February 2012 - Present
UK Trade & Investment February 2011 - February 2012
Managed Strategies May 2007 - January 2010
Managed Strategies July 2007 - December 2007
Merrill Lynch January 2004 - June 2007
Skills
Market Research, Sales Management, International Business, New Business Development, Import Export, Strategy
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Masters in Business Administration, International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2009 — 2011
Global Masters in Business Adminitration, International Business
EGADE Business School; Tecnologico de Monterrey, Mexico 2008 — 2009
International Marketing
UCSB
Bachelor of Arts (B.A.), Cultural Anthropology and Global Studies
Career Opportunities International March 2013 - Present
Managed Strategies February 2012 - Present
ITESM: Tecnologico de Monterrey February 2012 - Present
UK Trade & Investment February 2011 - February 2012
Managed Strategies May 2007 - January 2010
Managed Strategies July 2007 - December 2007
Merrill Lynch January 2004 - June 2007
Skills
Market Research, Sales Management, International Business, New Business Development, Import Export, Strategy
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Masters in Business Administration, International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2009 — 2011
Global Masters in Business Adminitration, International Business
EGADE Business School; Tecnologico de Monterrey, Mexico 2008 — 2009
International Marketing
UCSB
Bachelor of Arts (B.A.), Cultural Anthropology and Global Studies
Christian LeCornu Christian LeCornu's Merrill Lynch Experience October 2011 - April 2012
Job Account Management at LatinWorks
Industry Media Production
Experience
LatinWorks June 2015 - Present
Creative Tonic December 2013 - Present
Gabello Studios May 2012 - June 2013
Merrill Lynch October 2011 - April 2012
Merrill Lynch June 2011 - August 2011
Merrill Lynch September 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Social Media Marketing, Public Speaking, Facebook, Event Planning, Customer Service, Photoshop, Marketing, Financial Analysis, Sales, Research, Twitter, Foursquare, Concur, Project Portfolio..., Budget Monitoring, Talent Scouting, Copywriting, Public Relations, Nonprofits, Social Networking, Event Management, Press Releases, Salesforce.com, Video, Management, Blogging, Advertising
Education
Temple University 2009 — 2012
Bachelor of Arts (B.A.), Communications, Business Studies Minor
Sewickley Academy 2004 — 2008
High School Diploma
LatinWorks June 2015 - Present
Creative Tonic December 2013 - Present
Gabello Studios May 2012 - June 2013
Merrill Lynch October 2011 - April 2012
Merrill Lynch June 2011 - August 2011
Merrill Lynch September 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Social Media Marketing, Public Speaking, Facebook, Event Planning, Customer Service, Photoshop, Marketing, Financial Analysis, Sales, Research, Twitter, Foursquare, Concur, Project Portfolio..., Budget Monitoring, Talent Scouting, Copywriting, Public Relations, Nonprofits, Social Networking, Event Management, Press Releases, Salesforce.com, Video, Management, Blogging, Advertising
Education
Temple University 2009 — 2012
Bachelor of Arts (B.A.), Communications, Business Studies Minor
Sewickley Academy 2004 — 2008
High School Diploma
Jennifer Seidman's Merrill Lynch Experience 2000 - 2002
Job Career Management Consultant | Contract Recruiter | Certified MBTI Practitioner
Industry Professional Training & Coaching
Experience
Early Intervention and CPSE agencies January 2007 - Present
Zicklin School of Business, Baruch College September 2004 - Present
Merrill Lynch 2000 - 2002
Pace University 1997 - 2000
Skills
Career Counseling, Resume Writing, Search, Profiles, Cover Letters, Job Search, Job Search Strategies, Interview Preparation, Career Assessment, Interview Coaching, Career Exploration, Career Services, Mock Interviews, Career Advising, Career Development, Career Transitions, Career Management, Interviewing, Personal Counseling, Counseling, Employee Relations, Talent Acquisition, Job Coaching, Interviews, Onboarding, Staff Development, Performance Management, Strong Interest..., Higher Education, Psychotherapy, Workshop Facilitation, Coaching, Workshop Development, Recruiting, MBTI, Career Development..., Personal Branding, Executive Coaching, Employee Engagement, Management, Deferred Compensation, 360 Feedback, Succession Planning, Human Resources, Organizational..., Psychology, Behavioral Interviewing, Personnel Management, Resume, New Hire Orientations
Education
Teachers College of Columbia University
Ed.M., Counseling Psychology
Teachers College of Columbia University
MA, Organizational Psychology
University of Delaware
BS, Business Administration / Marketing
Early Intervention and CPSE agencies January 2007 - Present
Zicklin School of Business, Baruch College September 2004 - Present
Merrill Lynch 2000 - 2002
Pace University 1997 - 2000
Skills
Career Counseling, Resume Writing, Search, Profiles, Cover Letters, Job Search, Job Search Strategies, Interview Preparation, Career Assessment, Interview Coaching, Career Exploration, Career Services, Mock Interviews, Career Advising, Career Development, Career Transitions, Career Management, Interviewing, Personal Counseling, Counseling, Employee Relations, Talent Acquisition, Job Coaching, Interviews, Onboarding, Staff Development, Performance Management, Strong Interest..., Higher Education, Psychotherapy, Workshop Facilitation, Coaching, Workshop Development, Recruiting, MBTI, Career Development..., Personal Branding, Executive Coaching, Employee Engagement, Management, Deferred Compensation, 360 Feedback, Succession Planning, Human Resources, Organizational..., Psychology, Behavioral Interviewing, Personnel Management, Resume, New Hire Orientations
Education
Teachers College of Columbia University
Ed.M., Counseling Psychology
Teachers College of Columbia University
MA, Organizational Psychology
University of Delaware
BS, Business Administration / Marketing
Ernst Daus Ernst Daus's Merrill Lynch Experience 2006 - February 2008
Job Business Development Consultant International Interim Management
Industry Financial Services
Experience
Daus-Consult August 2014 - Present
Lottoarena Entertainment plc September 2011 - December 2014
Thrivent Financial for Lutherans February 2010 - February 2012
New York Life Insurance Company 2008 - 2010
Merrill Lynch 2006 - February 2008
E Daus Business Advisors 1997 - 2006
KataLeuna GmbH, Germany April 1995 - May 1997
Skills
Strategic Financial..., Investments, Series 7, Mergers & Acquisitions, Management Consulting, Finance, Restructuring, Management, Retirement Planning, Mutual Funds, Banking, Wealth Management, Investment Advisory, Retirement, Life Insurance, Risk Management, Portfolio Management, Financial Modeling, Financial Services, Insurance, Asset Management, Start-ups, Securities, Mergers, Financial Advisory, Financial Analysis, Valuation, Financial Planning
Education
Technische Universität Berlin 1972 — 1977
Diplom/Master's, Mech. Engineering/MBA
Daus-Consult August 2014 - Present
Lottoarena Entertainment plc September 2011 - December 2014
Thrivent Financial for Lutherans February 2010 - February 2012
New York Life Insurance Company 2008 - 2010
Merrill Lynch 2006 - February 2008
E Daus Business Advisors 1997 - 2006
KataLeuna GmbH, Germany April 1995 - May 1997
Skills
Strategic Financial..., Investments, Series 7, Mergers & Acquisitions, Management Consulting, Finance, Restructuring, Management, Retirement Planning, Mutual Funds, Banking, Wealth Management, Investment Advisory, Retirement, Life Insurance, Risk Management, Portfolio Management, Financial Modeling, Financial Services, Insurance, Asset Management, Start-ups, Securities, Mergers, Financial Advisory, Financial Analysis, Valuation, Financial Planning
Education
Technische Universität Berlin 1972 — 1977
Diplom/Master's, Mech. Engineering/MBA
Susan Taylor Susan Taylor's Merrill Lynch Experience January 2005 - February 2006
Job Executive Administrative Assistant at Innovative Developers, Inc.
Industry Commercial Real Estate
Experience
Innovative Developers, Inc. January 2013 - Present
Women's Policy Forum July 2012 - Present
The Ladder Alliance 2011 - 2013
Lena Pope Home March 2006 - July 2010
Merrill Lynch January 2005 - February 2006
JPMorgan Chase February 2001 - December 2004
Chase Bank of Texas June 1992 - February 2001
Chase Bank of Texas February 1988 - June 1992
Texas Commerce Bank October 1987 - February 1988
Texas Commerce Bank July 1982 - October 1987
Skills
Executive and..., Corporate and Community..., Fundraising, Event Planning, Banking, Public Relations, Administrative..., Non-profits, Nonprofits, Budgets, Training, Marketing, Microsoft Excel, Newsletters, Research, Editing, Microsoft Word, Project Planning, Management, Volunteer Management, Customer Service, Outlook, Public Speaking, Copywriting, Community Development, Microsoft Office, Community Outreach, Leadership, Finance, Strategic Planning, Event Management, Team Building, Social Media, Organizational..., Social Networking, Program Management, Grant Writing, PowerPoint, Program Development
Education
Tarrant County College 1983 — 1990
Continuing Education, Computer Information Systems
Innovative Developers, Inc. January 2013 - Present
Women's Policy Forum July 2012 - Present
The Ladder Alliance 2011 - 2013
Lena Pope Home March 2006 - July 2010
Merrill Lynch January 2005 - February 2006
JPMorgan Chase February 2001 - December 2004
Chase Bank of Texas June 1992 - February 2001
Chase Bank of Texas February 1988 - June 1992
Texas Commerce Bank October 1987 - February 1988
Texas Commerce Bank July 1982 - October 1987
Skills
Executive and..., Corporate and Community..., Fundraising, Event Planning, Banking, Public Relations, Administrative..., Non-profits, Nonprofits, Budgets, Training, Marketing, Microsoft Excel, Newsletters, Research, Editing, Microsoft Word, Project Planning, Management, Volunteer Management, Customer Service, Outlook, Public Speaking, Copywriting, Community Development, Microsoft Office, Community Outreach, Leadership, Finance, Strategic Planning, Event Management, Team Building, Social Media, Organizational..., Social Networking, Program Management, Grant Writing, PowerPoint, Program Development
Education
Tarrant County College 1983 — 1990
Continuing Education, Computer Information Systems
Betsy Wallace Betsy Wallace's Merrill Lynch Experience 1995 - 2000
Job Wallace Consulting
Industry Human Resources
Experience
Wallace Consulting LLC 2008 - Present
Merrill Lynch 1995 - 2000
Merrill Lynch 1994 - 1995
Merrill Lynch 1993 - 1994
CRA, Inc. 1991 - 1993
Temple University 1989 - 1991
The Executive Technique 1988 - 1989
Skills
Leadership, Public Speaking, Executive Development, Organizational..., Coaching, Talent Management, Employee Engagement, Performance Management, Change Management, Executive Coaching, Leadership Development, Training, Strategy, Organizational..., Organizational Design, Interviews, Human Resources, Management Consulting
Education
Temple University 1989 — 1991
MA, Organizational Communication
University of Missouri-Columbia 1980 — 1984
BSBA, Business-Marketing
Wallace Consulting LLC 2008 - Present
Merrill Lynch 1995 - 2000
Merrill Lynch 1994 - 1995
Merrill Lynch 1993 - 1994
CRA, Inc. 1991 - 1993
Temple University 1989 - 1991
The Executive Technique 1988 - 1989
Skills
Leadership, Public Speaking, Executive Development, Organizational..., Coaching, Talent Management, Employee Engagement, Performance Management, Change Management, Executive Coaching, Leadership Development, Training, Strategy, Organizational..., Organizational Design, Interviews, Human Resources, Management Consulting
Education
Temple University 1989 — 1991
MA, Organizational Communication
University of Missouri-Columbia 1980 — 1984
BSBA, Business-Marketing
Camille Webber's Merrill Lynch Experience September 2013 - Present
Job Compliance Officer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
1&1 Internet Inc June 2011 - Present
Learning Enterprises Organization August 2009 - June 2011
Learning Enterprises Organization June 2009 - August 2009
Linda Gilroy, MP for Plymouth-Sutton June 2008 - August 2008
Skills
Research, Data Analysis, Program Coordination, Project Management, International Relations, Microsoft Office, Public Speaking, Editing, Financial Risk, Reporting & Analysis, Risk Analytics
Education
Temple University 2008 — 2011
BA, Economics, Political Science
Virginia Commonwealth University 2007 — 2008
Merrill Lynch September 2013 - Present
1&1 Internet Inc June 2011 - Present
Learning Enterprises Organization August 2009 - June 2011
Learning Enterprises Organization June 2009 - August 2009
Linda Gilroy, MP for Plymouth-Sutton June 2008 - August 2008
Skills
Research, Data Analysis, Program Coordination, Project Management, International Relations, Microsoft Office, Public Speaking, Editing, Financial Risk, Reporting & Analysis, Risk Analytics
Education
Temple University 2008 — 2011
BA, Economics, Political Science
Virginia Commonwealth University 2007 — 2008
Lindsey Granger Lindsey Granger's Merrill Lynch Experience May 2007 - August 2007
Job MSNBC Digital Journalist/ Producer
Industry Broadcast Media
Experience
The Intersection with Jeff Johnson March 2012 - Present
NBC Universal August 2009 - Present
Verizon Fios 1 News July 2010 - March 2012
NBC10 January 2009 - May 2009
MYPHL-17 September 2008 - December 2008
Merrill Lynch EMEA September 2007 - December 2007
Merrill Lynch May 2007 - August 2007
Long Island Press May 2006 - September 2006
Skills
Journalism, Editing, Storytelling, Press Releases, Final Cut Pro, ENPS, Avid, Broadcast, Facebook, Video Editing, Video, Media Relations
Education
Temple University 2005 — 2009
B.A. Broadcast, Telecommunications, and Mass Media, Journalism, Public Relations, Communications
Foundation for International Education (F.I.E) 2007 — 2007
Study Abroad Program, Journalism, English
The Intersection with Jeff Johnson March 2012 - Present
NBC Universal August 2009 - Present
Verizon Fios 1 News July 2010 - March 2012
NBC10 January 2009 - May 2009
MYPHL-17 September 2008 - December 2008
Merrill Lynch EMEA September 2007 - December 2007
Merrill Lynch May 2007 - August 2007
Long Island Press May 2006 - September 2006
Skills
Journalism, Editing, Storytelling, Press Releases, Final Cut Pro, ENPS, Avid, Broadcast, Facebook, Video Editing, Video, Media Relations
Education
Temple University 2005 — 2009
B.A. Broadcast, Telecommunications, and Mass Media, Journalism, Public Relations, Communications
Foundation for International Education (F.I.E) 2007 — 2007
Study Abroad Program, Journalism, English
William Schmick William Schmick's Merrill Lynch Experience 1983 - 1986
Job Portfolio Manager at Investment Management Company in The Berkshires
Industry Financial Services
Experience
Investment Management Company in The Berkshires June 2009 - Present
Natixis Bleichroeder 1997 - 2003
Merrill Lynch 1983 - 1986
Skills
Portfolio Management, Asset Management, Fixed Income, Equities, Series 7, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, finance and accounting
Temple University 1970 — 1974
B.A., Journalism
Investment Management Company in The Berkshires June 2009 - Present
Natixis Bleichroeder 1997 - 2003
Merrill Lynch 1983 - 1986
Skills
Portfolio Management, Asset Management, Fixed Income, Equities, Series 7, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, finance and accounting
Temple University 1970 — 1974
B.A., Journalism
Max Swerdloff's Merrill Lynch Experience May 2013 - August 2013
Job Associate Director
Industry Commercial Real Estate
Experience
Eastern Consolidated July 2015 - Present
Golden Gear May 2014 - May 2015
The Next Step Realty December 2013 - May 2015
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Social Media, Leadership, Teamwork, Financial Analysis, Facebook, Sales, Research, Social Networking
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science (BS), Finance, General
Eastern Consolidated July 2015 - Present
Golden Gear May 2014 - May 2015
The Next Step Realty December 2013 - May 2015
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Social Media, Leadership, Teamwork, Financial Analysis, Facebook, Sales, Research, Social Networking
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science (BS), Finance, General
Preston Peters's Merrill Lynch Experience June 2012 - August 2012
Job Bank Network Management at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Citi June 2014 - July 2015
Citi June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Tenafly Nature Center June 2011 - August 2011
JCC on the Palisades June 2009 - August 2009
Skills
Financial Markets, Banking, Credit, Finance, Asset Management, Regulatory Reporting, Financial Regulation, Internal Audit, Analysis, Public Speaking, Microsoft Office, Social Media, PowerPoint
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance & Real Estate with a Minor in Anthropology
University of New South Wales 2013 — 2013
Finance & Real Estate, Finance, General
Tenafly High School 2006 — 2010
Graduate, General Studies
Citi July 2015 - Present
Citi June 2014 - July 2015
Citi June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Tenafly Nature Center June 2011 - August 2011
JCC on the Palisades June 2009 - August 2009
Skills
Financial Markets, Banking, Credit, Finance, Asset Management, Regulatory Reporting, Financial Regulation, Internal Audit, Analysis, Public Speaking, Microsoft Office, Social Media, PowerPoint
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance & Real Estate with a Minor in Anthropology
University of New South Wales 2013 — 2013
Finance & Real Estate, Finance, General
Tenafly High School 2006 — 2010
Graduate, General Studies
Freya Harris Freya Harris's Merrill Lynch Experience 1996 - 1998
Job Senior Project Manager
Industry Management Consulting
Experience
Cognizant January 2015 - Present
Kick Acquisition, Inc June 2006 - January 2015
Volvo Information Technology January 2008 - March 2009
Motorola October 2000 - June 2006
Foster Wheeler Environmental Engineering 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Process Engineering, Contract Management, Contract Negotiation, Strategic Sourcing, Cross-functional Team..., Project management, Vendor Management, Vendor Relations, Supply Chain Management, Business Intelligence, Business Strategy, Six Sigma, Project Management, Sourcing, Supply Chain, Leadership, Management, Analysis, Purchasing, Budgets, Negotiation, SDLC, Human Resources, Telecommunications, Mergers & Acquisitions, Pricing
Education
Motorola University 2004 — 2005
Sig Sigma Green Belt, DMAIC
Villanova University 2003 — 2004
Masters, Commercial Contract Management
Villanova University 2003 — 2004
Masters, Government Contract Management
Temple University 1996 — 1999
Master of Science (M.S.), Finance
Cognizant January 2015 - Present
Kick Acquisition, Inc June 2006 - January 2015
Volvo Information Technology January 2008 - March 2009
Motorola October 2000 - June 2006
Foster Wheeler Environmental Engineering 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Process Engineering, Contract Management, Contract Negotiation, Strategic Sourcing, Cross-functional Team..., Project management, Vendor Management, Vendor Relations, Supply Chain Management, Business Intelligence, Business Strategy, Six Sigma, Project Management, Sourcing, Supply Chain, Leadership, Management, Analysis, Purchasing, Budgets, Negotiation, SDLC, Human Resources, Telecommunications, Mergers & Acquisitions, Pricing
Education
Motorola University 2004 — 2005
Sig Sigma Green Belt, DMAIC
Villanova University 2003 — 2004
Masters, Commercial Contract Management
Villanova University 2003 — 2004
Masters, Government Contract Management
Temple University 1996 — 1999
Master of Science (M.S.), Finance
Udi Margulies's Merrill Lynch Experience July 1997 - June 2002
Job Managing Director HSBC Co Head Global Banking Brazil
Industry Investment Banking
Experience
HSBC Global Banking and Markets October 2012 - Present
Barclays Investment Bank September 2008 - August 2012
Lehman Brothers July 2002 - September 2008
Merrill Lynch July 1997 - June 2002
Lehman Brothers June 1996 - June 1997
Chase June 1993 - June 1996
Skills
Mergers & Acquisitions, Fairness Opinions, Business Acquisition..., IPO, Leveraged Finance, Debt Restructuring, Equity Capital Markets, Debt & Equity Capital..., Latin American markets, Emerging Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Accounting and Finance, Graduated with Distinction - Top 10%
Technion - Israel Institute of Technology 1983 — 1987
Engineer’s Degree, Industrial Engineering, Bachelor Science - Graduated with Distinction
HSBC Global Banking and Markets October 2012 - Present
Barclays Investment Bank September 2008 - August 2012
Lehman Brothers July 2002 - September 2008
Merrill Lynch July 1997 - June 2002
Lehman Brothers June 1996 - June 1997
Chase June 1993 - June 1996
Skills
Mergers & Acquisitions, Fairness Opinions, Business Acquisition..., IPO, Leveraged Finance, Debt Restructuring, Equity Capital Markets, Debt & Equity Capital..., Latin American markets, Emerging Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Accounting and Finance, Graduated with Distinction - Top 10%
Technion - Israel Institute of Technology 1983 — 1987
Engineer’s Degree, Industrial Engineering, Bachelor Science - Graduated with Distinction
Eddie Gassaway's Merrill Lynch Experience September 2008 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Wachovia, A Wells Fargo Company September 2005 - September 2008
JPMorgan Chase August 2000 - September 2005
Skills
Cash Management, Credit, Customer Service, Finance, Investment Advisory, Leadership, Loans, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Sales Operations, Strategic Planning, Strategy, Wealth Management
Education
Tarleton State University 1991 — 1994
BBA, Human Resources Management
Merrill Lynch September 2008 - Present
Wachovia, A Wells Fargo Company September 2005 - September 2008
JPMorgan Chase August 2000 - September 2005
Skills
Cash Management, Credit, Customer Service, Finance, Investment Advisory, Leadership, Loans, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Sales Operations, Strategic Planning, Strategy, Wealth Management
Education
Tarleton State University 1991 — 1994
BBA, Human Resources Management
Tandy Deweber's Merrill Lynch Experience April 2013 - September 2013
Job Project Manager/Sales Texas & New Mexico
Industry Oil & Energy
Experience
Polaris Services LLC October 2014 - Present
Pioneer Natural Resources Company February 2014 - August 2014
Jetta Operating Company September 2013 - February 2014
Merrill Lynch April 2013 - September 2013
Fidelity Investments June 2011 - April 2013
Cisco Systems September 2010 - June 2011
JC Penney July 2010 - September 2010
Raytheon October 2007 - June 2010
Milestone Management March 2007 - October 2007
Texas Department of Family and Protective Services February 2005 - February 2007
Skills
College Recruiting, Applicant Tracking..., Talent Acquisition, Recruiting, Employee Relations, Onboarding, Human Resources, Sourcing, Interviews, New Hire Orientations, Training, Deferred Compensation, Screening, Employee Benefits, Temporary Placement, SDLC, Leadership, Screening Resumes, Payroll, Management, Employer Branding, Process Improvement, Hiring
Education
Tarleton State University 2003 — 2006
MS, Human Resource Management
Tarleton State University 1998 — 2002
BBA, Minor in Accounting
Bowie 1993 — 1997
Diploma, General Studies
Polaris Services LLC October 2014 - Present
Pioneer Natural Resources Company February 2014 - August 2014
Jetta Operating Company September 2013 - February 2014
Merrill Lynch April 2013 - September 2013
Fidelity Investments June 2011 - April 2013
Cisco Systems September 2010 - June 2011
JC Penney July 2010 - September 2010
Raytheon October 2007 - June 2010
Milestone Management March 2007 - October 2007
Texas Department of Family and Protective Services February 2005 - February 2007
Skills
College Recruiting, Applicant Tracking..., Talent Acquisition, Recruiting, Employee Relations, Onboarding, Human Resources, Sourcing, Interviews, New Hire Orientations, Training, Deferred Compensation, Screening, Employee Benefits, Temporary Placement, SDLC, Leadership, Screening Resumes, Payroll, Management, Employer Branding, Process Improvement, Hiring
Education
Tarleton State University 2003 — 2006
MS, Human Resource Management
Tarleton State University 1998 — 2002
BBA, Minor in Accounting
Bowie 1993 — 1997
Diploma, General Studies
Hector Contreras Hector Contreras's Merrill Lynch Experience January 2005 - March 2008
Job International Wealth Management Advisor
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Citigroup December 2010 - May 2014
Chase Investment Services Corporation May 2008 - January 2011
Merrill Lynch January 2005 - March 2008
Skills
Equities, Finance, Financial Analysis, Fixed Income, Investment Banking, Investments, Portfolio Management, Series 7, Strategy, Wealth Management, Banking, Financial Modeling, Capital Markets, Emerging Markets, Financial Services
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1991 — 1996
Bachelor's degree, International Relations and Affairs
Morgan Stanley May 2014 - Present
Citigroup December 2010 - May 2014
Chase Investment Services Corporation May 2008 - January 2011
Merrill Lynch January 2005 - March 2008
Skills
Equities, Finance, Financial Analysis, Fixed Income, Investment Banking, Investments, Portfolio Management, Series 7, Strategy, Wealth Management, Banking, Financial Modeling, Capital Markets, Emerging Markets, Financial Services
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1991 — 1996
Bachelor's degree, International Relations and Affairs
Brian Shuster Brian Shuster's Merrill Lynch Experience May 2002 - November 2008
Job Partner at B&M Consultants
Industry Management Consulting
Experience
B&M Consultants June 2010 - Present
Bank of America April 2009 - January 2013
Merrill Lynch May 2002 - November 2008
Skills
Management Consulting, Business Strategy, Mergers & Acquisitions, Strategy, Change Management, Due Diligence, Business Transformation, Strategic Planning, Start-ups, Private Equity, Business Process..., Business Planning, Restructuring, Corporate Finance, Entrepreneurship
Education
Temple University 1996 — 2001
Bachelor of Science (BS), Accounting and Business/Management
B&M Consultants June 2010 - Present
Bank of America April 2009 - January 2013
Merrill Lynch May 2002 - November 2008
Skills
Management Consulting, Business Strategy, Mergers & Acquisitions, Strategy, Change Management, Due Diligence, Business Transformation, Strategic Planning, Start-ups, Private Equity, Business Process..., Business Planning, Restructuring, Corporate Finance, Entrepreneurship
Education
Temple University 1996 — 2001
Bachelor of Science (BS), Accounting and Business/Management
LaQuana McNeil's Merrill Lynch Experience June 2008 - August 2008
Job Associate Real Estate Broker in NY/Miami
Industry Real Estate
Experience
Douglas Elliman Real Estate September 2012 - Present
Ernst & Young August 2009 - August 2012
Merrill Lynch June 2008 - August 2008
Sponsors for Educational Opportunity January 2008 - August 2008
Skills
Financial Analysis, Accounting, Due Diligence, Real Estate, Real Estate Transactions, Valuation, Finance, Investments, Financial Modeling, Microsoft Excel, Investment Properties, Tax, Rentals, Financial Reporting, Corporate Finance, Customer Service, Microsoft Office, Sales, Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Accounting, Finance
Douglas Elliman Real Estate September 2012 - Present
Ernst & Young August 2009 - August 2012
Merrill Lynch June 2008 - August 2008
Sponsors for Educational Opportunity January 2008 - August 2008
Skills
Financial Analysis, Accounting, Due Diligence, Real Estate, Real Estate Transactions, Valuation, Finance, Investments, Financial Modeling, Microsoft Excel, Investment Properties, Tax, Rentals, Financial Reporting, Corporate Finance, Customer Service, Microsoft Office, Sales, Marketing
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Accounting, Finance
Debra Quade Debra Quade's Merrill Lynch Experience July 2005 - May 2011
Job Financial Planner
Industry Financial Services
Experience
Self Employed Financial Planner May 2011 - Present
Merrill Lynch July 2005 - May 2011
Bank of America September 2002 - June 2005
SunTrust Bank May 2001 - September 2002
AllFirst Bank (currently M&T Bank - formerly First National Bank of Maryland) September 1980 - December 2000
Skills
Research, Microsoft Excel, Senior Banking..., Commercial Lending, Healthcare Banking, Corporate Venture..., Investments, Business Process..., Business Analysis, Financial Workouts, RFP, Executive Management, Management of..., Financial Markets, Estate Planning, Retirement Planning, Finance, Wealth Management, Strategic Financial..., Wealth, Strategy, Small Business, Investment Advisory, Banking, Retirement, Financial Planners, Business Planning, Financial Advisory, Personal Finance, Financial Planning, Management, Commercial Banking, Portfolio Management, Credit, Strategic Planning, Loans
Education
Towson University 1978 — 1988
Bachelor of Business Administration (B.B.A.), Finance & Marketing, 3.7
Tallahassee Community College
Certified Financial Planning Coursework, 4.0
University of Delaware for Stonier Graduate School of Banking
Self Employed Financial Planner May 2011 - Present
Merrill Lynch July 2005 - May 2011
Bank of America September 2002 - June 2005
SunTrust Bank May 2001 - September 2002
AllFirst Bank (currently M&T Bank - formerly First National Bank of Maryland) September 1980 - December 2000
Skills
Research, Microsoft Excel, Senior Banking..., Commercial Lending, Healthcare Banking, Corporate Venture..., Investments, Business Process..., Business Analysis, Financial Workouts, RFP, Executive Management, Management of..., Financial Markets, Estate Planning, Retirement Planning, Finance, Wealth Management, Strategic Financial..., Wealth, Strategy, Small Business, Investment Advisory, Banking, Retirement, Financial Planners, Business Planning, Financial Advisory, Personal Finance, Financial Planning, Management, Commercial Banking, Portfolio Management, Credit, Strategic Planning, Loans
Education
Towson University 1978 — 1988
Bachelor of Business Administration (B.B.A.), Finance & Marketing, 3.7
Tallahassee Community College
Certified Financial Planning Coursework, 4.0
University of Delaware for Stonier Graduate School of Banking
Bill Drummer Bill Drummer's Merrill Lynch Experience January 1998 - December 2001
Job Independent Video Producer
Industry Online Media
Experience
Bill Drummer Productions January 2002 - Present
BlackRock September 2007 - December 2008
Merrill Lynch January 1998 - December 2001
Harrison Conference Services of Princeton (now Wyndham Forrestal) February 1994 - December 1997
Skills
Video Editing, Video Production, Video, Audio, Camera, Post Production, Sound, Editing, Production, Videography, Broadcast, Event Management, Facebook, Digital Media, Digital Marketing, Social Media, AV, Copywriting, Email Marketing, Online Advertising, Social Media Marketing, Web Video, Content Management, Film, Documentaries, Music, Creative Direction, New Media, Social Networking, Blogging
Education
Temple University 1985 — 1991
BA Communications, School of Media and Communications, formerly Radio, TV & Film
Immaculata High School 1981 — 1985
Bill Drummer Productions January 2002 - Present
BlackRock September 2007 - December 2008
Merrill Lynch January 1998 - December 2001
Harrison Conference Services of Princeton (now Wyndham Forrestal) February 1994 - December 1997
Skills
Video Editing, Video Production, Video, Audio, Camera, Post Production, Sound, Editing, Production, Videography, Broadcast, Event Management, Facebook, Digital Media, Digital Marketing, Social Media, AV, Copywriting, Email Marketing, Online Advertising, Social Media Marketing, Web Video, Content Management, Film, Documentaries, Music, Creative Direction, New Media, Social Networking, Blogging
Education
Temple University 1985 — 1991
BA Communications, School of Media and Communications, formerly Radio, TV & Film
Immaculata High School 1981 — 1985
Kathryn Salerno Kathryn Salerno's Merrill Lynch Experience June 2011 - August 2011
Job Associate Product Manager Karen Scott Knits and Sport
Industry Retail
Experience
Macy's Merchandising Group June 2012 - Present
Merrill Lynch June 2011 - August 2011
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Marketing Management
Macy's Merchandising Group June 2012 - Present
Merrill Lynch June 2011 - August 2011
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Marketing Management
Manuel R. Urias Manuel R. Urias's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Edward Jones June 2014 - December 2014
Edward Jones February 2014 - June 2014
Azar Nut Company May 2013 - February 2014
Azar Nut Company November 2011 - May 2013
Azar Nut Company August 2010 - November 2011
Skills
Retirement Planning, Investment Education, Life Insurance, Finance, Sales, Trading Strategies, Negotiation, Management, Advertising, Forecasting, Analysis, Microsoft Office, Customer Service, Pricing, Procurement, Budgets, Account Management, Written Communication, Financial Analysis, Team Building, Portfolio Management, Financial Planning, Strategic Planning
Education
The University of Texas at El Paso 2003 — 2007
Bachelor of Arts (B.A.), Advertising
New Mexico State University 2000 — 2003
Business Administration and Management, General
ITESM 1997 — 2000
High School Diploma
Merrill Lynch June 2015 - Present
Edward Jones June 2014 - December 2014
Edward Jones February 2014 - June 2014
Azar Nut Company May 2013 - February 2014
Azar Nut Company November 2011 - May 2013
Azar Nut Company August 2010 - November 2011
Skills
Retirement Planning, Investment Education, Life Insurance, Finance, Sales, Trading Strategies, Negotiation, Management, Advertising, Forecasting, Analysis, Microsoft Office, Customer Service, Pricing, Procurement, Budgets, Account Management, Written Communication, Financial Analysis, Team Building, Portfolio Management, Financial Planning, Strategic Planning
Education
The University of Texas at El Paso 2003 — 2007
Bachelor of Arts (B.A.), Advertising
New Mexico State University 2000 — 2003
Business Administration and Management, General
ITESM 1997 — 2000
High School Diploma
Janet Asteroff's Merrill Lynch Experience October 2002 - January 2009
Job Communications: Writer, Teacher, Analyst
Industry Internet
Experience
Private June 2015 - Present
PBS MediaShift August 2013 - Present
New York Journal of Books June 2011 - Present
UBM Tech January 2011 - Present
The Oregon Encyclopedia July 2015 - August 2015
Selling Your Business March 2014 - October 2014
9W Search, Inc. May 2012 - May 2013
Merrill Lynch October 2002 - January 2009
Amity360 2008 - 2008
IBM August 2004 - July 2005
Skills
Corporate Communications, Strategic Research, Writing, Technical Communication, Program Management, Electronic..., Teaching, Critical Thinking, Internet Research, Social Media, Product Development, Social Sciences, Internet Trends, Market Research, Marketing, Telecommunications, Online Research, Editing, Product Marketing, Strategy, Start-ups, Analysis, Social Networking, Social Media Marketing, Copywriting, Team Building, Strategic Partnerships, Blogging, Project Management, Management, Marketing Communications, Content Strategy, Competitive Analysis, Product Management, Strategic Communications, User Experience, Training, Enterprise Software, Internal Communications, Analytics, Email Marketing, Digital Strategy, Content Development, Thought Leadership, Web Content Management, Digital Media, Digital Marketing, Content Management, Integrated Marketing, Online Marketing
Education
Teachers College of Columbia University 1983 — 1987
Ed.D., Communication
University of Wisconsin
MA, American History
Private June 2015 - Present
PBS MediaShift August 2013 - Present
New York Journal of Books June 2011 - Present
UBM Tech January 2011 - Present
The Oregon Encyclopedia July 2015 - August 2015
Selling Your Business March 2014 - October 2014
9W Search, Inc. May 2012 - May 2013
Merrill Lynch October 2002 - January 2009
Amity360 2008 - 2008
IBM August 2004 - July 2005
Skills
Corporate Communications, Strategic Research, Writing, Technical Communication, Program Management, Electronic..., Teaching, Critical Thinking, Internet Research, Social Media, Product Development, Social Sciences, Internet Trends, Market Research, Marketing, Telecommunications, Online Research, Editing, Product Marketing, Strategy, Start-ups, Analysis, Social Networking, Social Media Marketing, Copywriting, Team Building, Strategic Partnerships, Blogging, Project Management, Management, Marketing Communications, Content Strategy, Competitive Analysis, Product Management, Strategic Communications, User Experience, Training, Enterprise Software, Internal Communications, Analytics, Email Marketing, Digital Strategy, Content Development, Thought Leadership, Web Content Management, Digital Media, Digital Marketing, Content Management, Integrated Marketing, Online Marketing
Education
Teachers College of Columbia University 1983 — 1987
Ed.D., Communication
University of Wisconsin
MA, American History
Alejandro Burrola, MBA Alejandro Burrola, MBA's Merrill Lynch Experience November 2006 - January 2011
Job Vice President at The Burrola Group at Morgan Stanley
Industry Financial Services
Experience
The Burrola Group at Morgan Stanley January 2013 - Present
Morgan Stanley Smith Barney January 2011 - Present
Merrill Lynch November 2006 - January 2011
HSBC February 2006 - November 2006
HSBC January 2003 - February 2006
HSBC January 2001 - January 2003
Education
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Escuela Bancaria y Comercial 2000 — 2005
Diploma, Finance
Tecnológico de Monterrey 2003 — 2003
Diploma, Management
Universidad Autónoma de Baja California 1993 — 1997
Graduate, Information Systems
The Burrola Group at Morgan Stanley January 2013 - Present
Morgan Stanley Smith Barney January 2011 - Present
Merrill Lynch November 2006 - January 2011
HSBC February 2006 - November 2006
HSBC January 2003 - February 2006
HSBC January 2001 - January 2003
Education
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Escuela Bancaria y Comercial 2000 — 2005
Diploma, Finance
Tecnológico de Monterrey 2003 — 2003
Diploma, Management
Universidad Autónoma de Baja California 1993 — 1997
Graduate, Information Systems
Seema Kumar's Merrill Lynch Experience October 1998 - May 2000
Job Senior Global Manager, HRBP at Concur
Industry Consumer Goods
Experience
Concur Technologies February 2011 - Present
drugstore.com January 2008 - February 2011
Mutual Materials Company 2002 - 2008
Nextel June 2000 - December 2000
Merrill Lynch October 1998 - May 2000
Sun Microsystems January 1992 - April 1995
ITC Limited 1992 - 1992
Skills
Human Resources, Applicant Tracking..., HRIS, Employee Relations, Employee Benefits, Employee Engagement, Vendor Management, Personnel Management, Talent Acquisition, Process Improvement, Talent Management, Onboarding, Leadership, SaaS, Management, Global Management, Program Management, Performance Management, Strategy, Recruiting, Cross-functional Team...
Education
Tata Institute of Social Sciences
Masters, Personnel Management & Industrial Relations
University of Allahabad
Masters, Organizational Psychology
Concur Technologies February 2011 - Present
drugstore.com January 2008 - February 2011
Mutual Materials Company 2002 - 2008
Nextel June 2000 - December 2000
Merrill Lynch October 1998 - May 2000
Sun Microsystems January 1992 - April 1995
ITC Limited 1992 - 1992
Skills
Human Resources, Applicant Tracking..., HRIS, Employee Relations, Employee Benefits, Employee Engagement, Vendor Management, Personnel Management, Talent Acquisition, Process Improvement, Talent Management, Onboarding, Leadership, SaaS, Management, Global Management, Program Management, Performance Management, Strategy, Recruiting, Cross-functional Team...
Education
Tata Institute of Social Sciences
Masters, Personnel Management & Industrial Relations
University of Allahabad
Masters, Organizational Psychology
Bryan Coyle Bryan Coyle's Merrill Lynch Experience June 1993 - May 1996
Job Service Delivery Manager III at Xerox
Industry Information Technology and Services
Experience
Xerox April 2013 - Present
United BioSource Corporation May 2010 - April 2013
ExcellerateHRO, the HR Services business of HP March 2006 - May 2010
XL Group, Inc June 2003 - March 2006
Hewitt Associates October 1997 - June 2003
Foster Higgins June 1996 - November 1997
Merrill Lynch June 1993 - May 1996
Skills
Software Documentation, Requirements Analysis, Quality Assurance, Business Analysis, Process Improvement, Change Management, Program Management, Vendor Management, Project Delivery, Software Project..., Data Analysis, Leadership, Testing, Project Management, SharePoint, Project Planning, Visio, SDLC, Business Process..., Strategic Planning, Relationship Management, Client Relations Skills, Manage Client..., Case Managment, Team Mentoring, BPO, Service Center..., Service Delivery
Education
Temple University 1989 — 1993
Bach, Business Administration/Finance
Xerox April 2013 - Present
United BioSource Corporation May 2010 - April 2013
ExcellerateHRO, the HR Services business of HP March 2006 - May 2010
XL Group, Inc June 2003 - March 2006
Hewitt Associates October 1997 - June 2003
Foster Higgins June 1996 - November 1997
Merrill Lynch June 1993 - May 1996
Skills
Software Documentation, Requirements Analysis, Quality Assurance, Business Analysis, Process Improvement, Change Management, Program Management, Vendor Management, Project Delivery, Software Project..., Data Analysis, Leadership, Testing, Project Management, SharePoint, Project Planning, Visio, SDLC, Business Process..., Strategic Planning, Relationship Management, Client Relations Skills, Manage Client..., Case Managment, Team Mentoring, BPO, Service Center..., Service Delivery
Education
Temple University 1989 — 1993
Bach, Business Administration/Finance
Ludwig Reimmer, CPA's Merrill Lynch Experience March 2010 - April 2011
Job Associate Principal Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) March 2012 - Present
The St. Aloysius Education Clinic March 2009 - November 2014
2010-2011 MERRILL LYNCH February 2010 - May 2011
Merrill Lynch March 2010 - April 2011
2009 ATTRACT JOBS NOW July 2009 - January 2010
Attract Jobs Now July 2009 - September 2009
Goldman Sachs & Company July 2008 - September 2008
2008 GOLDMAN SACHS & COMPANY July 2008 - September 2008
GOLDMAN SACHS & COMPANY June 2008 - September 2008
Goldman Sachs & Company June 2008 - September 2008
Skills
Finance, Financial Analysis, Due Diligence, Strategy, Investments, Management, Portfolio Management, Start-ups, Valuation, CRM, Leadership, Analysis, Financial Modeling, Business Planning, Team Management, Private Equity, Financial Services, Strategic Planning, Equities
Education
The Tuck School of Business at Dartmouth 2007 — 2009
MBA, General Management, Finance
University of Virginia 2000 — 2001
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
BS, Accounting, Economics
Financial Industry Regulatory Authority (FINRA) March 2012 - Present
The St. Aloysius Education Clinic March 2009 - November 2014
2010-2011 MERRILL LYNCH February 2010 - May 2011
Merrill Lynch March 2010 - April 2011
2009 ATTRACT JOBS NOW July 2009 - January 2010
Attract Jobs Now July 2009 - September 2009
Goldman Sachs & Company July 2008 - September 2008
2008 GOLDMAN SACHS & COMPANY July 2008 - September 2008
GOLDMAN SACHS & COMPANY June 2008 - September 2008
Goldman Sachs & Company June 2008 - September 2008
Skills
Finance, Financial Analysis, Due Diligence, Strategy, Investments, Management, Portfolio Management, Start-ups, Valuation, CRM, Leadership, Analysis, Financial Modeling, Business Planning, Team Management, Private Equity, Financial Services, Strategic Planning, Equities
Education
The Tuck School of Business at Dartmouth 2007 — 2009
MBA, General Management, Finance
University of Virginia 2000 — 2001
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
BS, Accounting, Economics
Joseph Hogan, CFP®, CRPC Joseph Hogan, CFP®, CRPC's Merrill Lynch Experience October 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Education
Temple University 1982 — 2000
Merrill Lynch October 2010 - Present
Education
Temple University 1982 — 2000
Luigina Del Pozo's Merrill Lynch Experience 2003 - 2003
Job Account Representative at Amazon
Industry Retail
Experience
Amazon January 2015 - Present
GE Capital April 2012 - December 2014
Summar Financial, LLC June 2011 - May 2012
GE Capital February 2004 - February 2009
GE Capital February 2004 - December 2004
Merrill Lynch 2003 - 2003
Skills
Strong relationship and..., Self directed,..., Ability to work under..., Strong Influential..., High Integrity., Underwriting, Asset Based Lending, Financial Analysis, Factoring, Finance, Banking, Relationship Management, Credit Analysis, Credit, Commercial Lending, Small Business Lending, Commercial Banking, Sales, CRM, Financial Risk, Portfolio Management, Business Development, Corporate Finance, Financial Structuring, Management, Credit Risk, Treasury Management, Financial Modeling, Loans, Strategic Financial..., Risk Management, Commercial Finance, Funding, Cash Management, Valuation, Sales Management
Education
ITESM 2000 — 2004
Bachelor, Accounting and Finance
Yale University 2002 — 2002
Introduction to Finance, School of Economics, Game Theory
ITESM 1997 — 2000
High School
Amazon January 2015 - Present
GE Capital April 2012 - December 2014
Summar Financial, LLC June 2011 - May 2012
GE Capital February 2004 - February 2009
GE Capital February 2004 - December 2004
Merrill Lynch 2003 - 2003
Skills
Strong relationship and..., Self directed,..., Ability to work under..., Strong Influential..., High Integrity., Underwriting, Asset Based Lending, Financial Analysis, Factoring, Finance, Banking, Relationship Management, Credit Analysis, Credit, Commercial Lending, Small Business Lending, Commercial Banking, Sales, CRM, Financial Risk, Portfolio Management, Business Development, Corporate Finance, Financial Structuring, Management, Credit Risk, Treasury Management, Financial Modeling, Loans, Strategic Financial..., Risk Management, Commercial Finance, Funding, Cash Management, Valuation, Sales Management
Education
ITESM 2000 — 2004
Bachelor, Accounting and Finance
Yale University 2002 — 2002
Introduction to Finance, School of Economics, Game Theory
ITESM 1997 — 2000
High School
Doug Cornfield Doug Cornfield's Merrill Lynch Experience March 2000 - August 2009
Job Producer at Crutches 2 Champions
Industry Entertainment
Experience
Best Burn Enterprises, LLC March 2015 - Present
Crutches 2 Champions, LLC March 2015 - Present
Dave Clark Foundation, Ltd November 2011 - Present
Dave Clark Baseball January 2010 - Present
SaferOptions International September 2009 - December 2013
Merrill Lynch March 2000 - August 2009
Nest Family Entertainment 1990 - 1993
Skills
Sales, Teaching, Public Speaking, Coaching, Fundraising, Strategic Planning, Investments, Entrepreneurship, Event Planning, Small Business, Team Building, Event Management, Social Media, Social Networking, Marketing, New Business Development, Non-profits, Nonprofits, Community Outreach, Sports, Blogging, Social Media Marketing, Time Management, Marketing Strategy, Marketing Communications, Leadership Development, Training, Leadership, Management, Business Planning, Start-ups, Online Marketing, Public Relations, Strategy, Business Strategy
Education
CEO Space International 2013 — 2013
Graduate, Entrepreneurship/Entrepreneurial Studies
The University of Georgia 1986 — 1988
Taylor University 1983 — 1986
Wilson High
Wilson High
Wilson High
Wilson High
Best Burn Enterprises, LLC March 2015 - Present
Crutches 2 Champions, LLC March 2015 - Present
Dave Clark Foundation, Ltd November 2011 - Present
Dave Clark Baseball January 2010 - Present
SaferOptions International September 2009 - December 2013
Merrill Lynch March 2000 - August 2009
Nest Family Entertainment 1990 - 1993
Skills
Sales, Teaching, Public Speaking, Coaching, Fundraising, Strategic Planning, Investments, Entrepreneurship, Event Planning, Small Business, Team Building, Event Management, Social Media, Social Networking, Marketing, New Business Development, Non-profits, Nonprofits, Community Outreach, Sports, Blogging, Social Media Marketing, Time Management, Marketing Strategy, Marketing Communications, Leadership Development, Training, Leadership, Management, Business Planning, Start-ups, Online Marketing, Public Relations, Strategy, Business Strategy
Education
CEO Space International 2013 — 2013
Graduate, Entrepreneurship/Entrepreneurial Studies
The University of Georgia 1986 — 1988
Taylor University 1983 — 1986
Wilson High
Wilson High
Wilson High
Wilson High
Kent Mollenkamp Kent Mollenkamp's Merrill Lynch Experience February 2005 - January 2007
Job Founder Peacock Global Alternatives
Industry Capital Markets
Experience
Peacock Global Alternatives July 2002 - Present
Merrill Lynch February 2005 - January 2007
Parametric Technology January 2002 - January 2005
PricewaterhouseCoopers Consulting January 2000 - December 2001
Trammell Crow Company February 1984 - December 1987
Arthur Andersen & Company January 1980 - July 1983
Education
Taylor University 1975 — 1979
B.A.
Wheaton College 1978 — 1978
Summer International Program
Peacock Global Alternatives July 2002 - Present
Merrill Lynch February 2005 - January 2007
Parametric Technology January 2002 - January 2005
PricewaterhouseCoopers Consulting January 2000 - December 2001
Trammell Crow Company February 1984 - December 1987
Arthur Andersen & Company January 1980 - July 1983
Education
Taylor University 1975 — 1979
B.A.
Wheaton College 1978 — 1978
Summer International Program
Sheila Gorman Sheila Gorman's Merrill Lynch Experience February 1998 - November 2008
Job Vice President Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch November 2009 - Present
Merrill Lynch February 1998 - November 2008
Merrill Lynch February 1998 - September 2008
Merrill Lynch 1999 - 2008
Skills
Budgets, Vendor Management, Relationship Management, Contract Negotiation, Financial Services, Leadership, Team Building
Education
Temple University 1985 — 1989
Bachelor, Business Administrtation
High School- Archbishop Wood 1980 — 1984
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch November 2009 - Present
Merrill Lynch February 1998 - November 2008
Merrill Lynch February 1998 - September 2008
Merrill Lynch 1999 - 2008
Skills
Budgets, Vendor Management, Relationship Management, Contract Negotiation, Financial Services, Leadership, Team Building
Education
Temple University 1985 — 1989
Bachelor, Business Administrtation
High School- Archbishop Wood 1980 — 1984
Bruce Blumberg Bruce Blumberg's Merrill Lynch Experience August 2002 - July 2007
Job Financial Services Management
Industry Financial Services
Experience
Wachovia Securities July 2007 - June 2009
Merrill Lynch August 2002 - July 2007
Skills
Management
Education
Syracuse University College of Law 1985 — 1988
Juris Doctor (J.D.), Trial Practice
University at Albany, SUNY 1982 — 1985
Bachelor’s Degree, Major: Psychology. Minors: Criminal Justice, History and Combined (required with Psychology Major)
Wachovia Securities July 2007 - June 2009
Merrill Lynch August 2002 - July 2007
Skills
Management
Education
Syracuse University College of Law 1985 — 1988
Juris Doctor (J.D.), Trial Practice
University at Albany, SUNY 1982 — 1985
Bachelor’s Degree, Major: Psychology. Minors: Criminal Justice, History and Combined (required with Psychology Major)
Adeola Fadeyibi Adeola Fadeyibi's Merrill Lynch Experience January 2010 - April 2011
Job Senior Software Engineer at Mindspark Interactive Network, Inc.
Industry Information Technology and Services
Experience
Mindspark Interactive Network, Inc. April 2013 - May 2015
XO Group Inc. April 2012 - April 2013
Dow Jones September 2011 - December 2011
NAVTEQ April 2011 - September 2011
Merrill Lynch January 2010 - April 2011
Merrill Lynch / Bank Of America January 2010 - April 2011
South Eastern Pennsylvania Transportation Authority September 2009 - January 2010
Empathy Lab April 2009 - August 2009
Redlasso Incorporated February 2008 - April 2008
iPipeline December 2007 - February 2008
Skills
HTML, css, javascript, jquery, ajax, json, photoshop, Adobe Creative Suite, JavaScript, JSON, CSS, AJAX, jQuery, .NET, PHP, XML, User Experience, Front-end, CMS
Education
Temple University 1997 — 2002
Bachelor of Arts (BA)
Temple University
BA, Computer Information Systems
Mindspark Interactive Network, Inc. April 2013 - May 2015
XO Group Inc. April 2012 - April 2013
Dow Jones September 2011 - December 2011
NAVTEQ April 2011 - September 2011
Merrill Lynch January 2010 - April 2011
Merrill Lynch / Bank Of America January 2010 - April 2011
South Eastern Pennsylvania Transportation Authority September 2009 - January 2010
Empathy Lab April 2009 - August 2009
Redlasso Incorporated February 2008 - April 2008
iPipeline December 2007 - February 2008
Skills
HTML, css, javascript, jquery, ajax, json, photoshop, Adobe Creative Suite, JavaScript, JSON, CSS, AJAX, jQuery, .NET, PHP, XML, User Experience, Front-end, CMS
Education
Temple University 1997 — 2002
Bachelor of Arts (BA)
Temple University
BA, Computer Information Systems
Brittany Fobia's Merrill Lynch Experience February 2015 - Present
Job Client Onboarding Specialist at Merrill Lynch
Industry Broadcast Media
Experience
Merrill Lynch February 2015 - Present
Clear Channel Media + Entertainment May 2008 - 2014
Clear Channel Media + Entertainment February 2007 - May 2008
Gemstar-TV Guide January 2006 - February 2007
Clear Channel Broadcasting January 2005 - February 2007
Skills
Photoshop, DART for Publishers, Dart Enterprises, Presslaff, Omniture, DoubleClick, Advertising, Creative Direction, Sales, Social Media, CRM, Digital Marketing, Event Planning, Online Advertising, Digital Media, Radio, Advertising Sales, Social Media Marketing, Facebook, Email Marketing, New Media, Broadcast, Radio Advertising, Media Buying, Radio Promotions, E-commerce, Web Design, Management, Web Analytics, Television, Radio Broadcasting, Media Planning, Social Networking, Online Marketing, Integrated Marketing, Copywriting, Adobe Audition, Sponsorship
Education
Temple University 2001 — 2006
Bachelors, Broadcasting, Telecommunications and Mass Media
Merrill Lynch February 2015 - Present
Clear Channel Media + Entertainment May 2008 - 2014
Clear Channel Media + Entertainment February 2007 - May 2008
Gemstar-TV Guide January 2006 - February 2007
Clear Channel Broadcasting January 2005 - February 2007
Skills
Photoshop, DART for Publishers, Dart Enterprises, Presslaff, Omniture, DoubleClick, Advertising, Creative Direction, Sales, Social Media, CRM, Digital Marketing, Event Planning, Online Advertising, Digital Media, Radio, Advertising Sales, Social Media Marketing, Facebook, Email Marketing, New Media, Broadcast, Radio Advertising, Media Buying, Radio Promotions, E-commerce, Web Design, Management, Web Analytics, Television, Radio Broadcasting, Media Planning, Social Networking, Online Marketing, Integrated Marketing, Copywriting, Adobe Audition, Sponsorship
Education
Temple University 2001 — 2006
Bachelors, Broadcasting, Telecommunications and Mass Media
Alberto Cira Alberto Cira's Merrill Lynch Experience November 2010 - Present
Job Technology Lead at Infosys Technologies Ltd
Industry Information Technology and Services
Experience
Infosys April 2009 - Present
Merrill Lynch November 2010 - Present
Bank of America April 2009 - October 2010
Mission Foods March 2009 - April 2010
NAS Servicios y Soluciones March 2009 - April 2010
NTA S.A. de C.V. January 2007 - February 2009
CDSI S.A. de C.V. August 2005 - August 2006
Skills
C#, SDLC, Microsoft SQL Server, ASP.NET, Web Services, SQL, N-tier, Requirements Analysis, JavaScript, SSRS, VB.NET, HTML, CSS, Oracle, PL/SQL, UML, XML, TFS, Team Foundation Server
Education
Tecnológico de Monterrey
Bachelor of Science (B.Sc.), Computer Systems Engineering
Infosys April 2009 - Present
Merrill Lynch November 2010 - Present
Bank of America April 2009 - October 2010
Mission Foods March 2009 - April 2010
NAS Servicios y Soluciones March 2009 - April 2010
NTA S.A. de C.V. January 2007 - February 2009
CDSI S.A. de C.V. August 2005 - August 2006
Skills
C#, SDLC, Microsoft SQL Server, ASP.NET, Web Services, SQL, N-tier, Requirements Analysis, JavaScript, SSRS, VB.NET, HTML, CSS, Oracle, PL/SQL, UML, XML, TFS, Team Foundation Server
Education
Tecnológico de Monterrey
Bachelor of Science (B.Sc.), Computer Systems Engineering
Asif Hussain's Merrill Lynch Experience July 2005 - May 2006
Job Executive Director at J.P.Morgan Securities LLC
Industry Investment Management
Experience
J.P.Morgan Securities LLC October 2012 - Present
Chase Investment Services January 2012 - October 2012
Chase Investment Services August 2008 - January 2012
Chase Investment Services May 2006 - August 2008
Merrill Lynch July 2005 - May 2006
MorganStanley May 2004 - July 2005
Education
Temple University 2002 — 2004
Finance, Finance
J.P.Morgan Securities LLC October 2012 - Present
Chase Investment Services January 2012 - October 2012
Chase Investment Services August 2008 - January 2012
Chase Investment Services May 2006 - August 2008
Merrill Lynch July 2005 - May 2006
MorganStanley May 2004 - July 2005
Education
Temple University 2002 — 2004
Finance, Finance
Frances Chu-Fong's Merrill Lynch Experience May 1998 - September 1998
Job
Industry Media Production
Experience
Netflix January 2015 - Present
Sesame Workshop December 2005 - January 2015
Sesame Workshop January 2001 - July 2005
Sesame Workshop July 1999 - January 2001
Merrill Lynch May 1998 - September 1998
Skills
Video Production, creative development, distribution, Educational Technology, Post Production, Creative Direction, Digital Media, Entertainment, Media Literacy, Asset Managment, Content Strategy, Television, Creative Writing, Broadcast, Licensing, New Media, Pre-production, Producing, Production Managment, Content Management, Social Media, Screenwriting, Publishing, Animation, Content Development, Film Production, Media Production, Video Editing, Multimedia, Storytelling, HD Video, Television Producing, Broadcast Television, Final Draft, Digital Asset Management, Digital Video, Editing, Film, Final Cut Pro, Directing, Reality, Avid, Motion Graphics, DVD Studio Pro, Avid Media Composer, Final Cut Studio, Web Video, Documentaries, Production Management
Education
Teachers College of Columbia University
Masters, Communiations, Education & Technology, GPA 4.0
Tufts University
B.A., Political Science Major, Communications & Media Concentration
University of Westminster
Politics and Mass Media
Netflix January 2015 - Present
Sesame Workshop December 2005 - January 2015
Sesame Workshop January 2001 - July 2005
Sesame Workshop July 1999 - January 2001
Merrill Lynch May 1998 - September 1998
Skills
Video Production, creative development, distribution, Educational Technology, Post Production, Creative Direction, Digital Media, Entertainment, Media Literacy, Asset Managment, Content Strategy, Television, Creative Writing, Broadcast, Licensing, New Media, Pre-production, Producing, Production Managment, Content Management, Social Media, Screenwriting, Publishing, Animation, Content Development, Film Production, Media Production, Video Editing, Multimedia, Storytelling, HD Video, Television Producing, Broadcast Television, Final Draft, Digital Asset Management, Digital Video, Editing, Film, Final Cut Pro, Directing, Reality, Avid, Motion Graphics, DVD Studio Pro, Avid Media Composer, Final Cut Studio, Web Video, Documentaries, Production Management
Education
Teachers College of Columbia University
Masters, Communiations, Education & Technology, GPA 4.0
Tufts University
B.A., Political Science Major, Communications & Media Concentration
University of Westminster
Politics and Mass Media
Sue Swayhoover's Merrill Lynch Experience January 2006 - April 2010
Job Director Human Resources Shared Services at SanofiAventis
Industry Pharmaceuticals
Experience
sanofi-aventis January 2013 - Present
Bank of America May 2010 - December 2012
Merrill Lynch January 2006 - April 2010
Skills
Human Resources, Financial Services, Financial Analysis, Retirement Planning, Equities, Retirement, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Bachelor of Science (BS), Personnel and Industrial Relations
Cohasset 1986 — 1989
sanofi-aventis January 2013 - Present
Bank of America May 2010 - December 2012
Merrill Lynch January 2006 - April 2010
Skills
Human Resources, Financial Services, Financial Analysis, Retirement Planning, Equities, Retirement, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Bachelor of Science (BS), Personnel and Industrial Relations
Cohasset 1986 — 1989
Linda Layne's Merrill Lynch Experience February 1993 - February 2001
Job Director, Human Resources Cartier North America
Industry Luxury Goods & Jewelry
Experience
Cartier August 2015 - Present
Bridgewater Associates December 2014 - July 2015
Tiffany & Co. August 2005 - November 2014
Tiffany & Co. October 2009 - April 2012
Tiffany & Company August 2005 - November 2009
Tiffany & Co. August 2005 - October 2009
National Basketball Association February 2001 - August 2005
National Basketball Association January 2001 - January 2005
Merrill Lynch February 1993 - February 2001
Skills
Strategic Thinking, Team Management, Executive Coaching, Talent Management, Employee Relations, Succession Planning, Personnel Management, Organizational..., Recruiting, Performance Management, Training, Talent Acquisition, Human Resources, Retail, Leadership, Deferred Compensation, Management, Leadership Development, Hiring, Coaching, Strategic Planning, Time Management, Workforce Planning, Employee Benefits, Policy, Career Development, Sales, Onboarding, Sourcing, Employee Training, Employee Engagement, Interviews, College Recruiting, Organizational..., Applicant Tracking..., Benefits Administration, Strategy
Education
Teachers College of Columbia University 1999 — 2003
Master of Arts, Organizational Psychology
Teachers College of Columbia University 1999 — 2003
Masters, Organizational Psychology
SUNY 1979 — 1982
Bachelor of Arts, Latin American Language & Culture
Cartier August 2015 - Present
Bridgewater Associates December 2014 - July 2015
Tiffany & Co. August 2005 - November 2014
Tiffany & Co. October 2009 - April 2012
Tiffany & Company August 2005 - November 2009
Tiffany & Co. August 2005 - October 2009
National Basketball Association February 2001 - August 2005
National Basketball Association January 2001 - January 2005
Merrill Lynch February 1993 - February 2001
Skills
Strategic Thinking, Team Management, Executive Coaching, Talent Management, Employee Relations, Succession Planning, Personnel Management, Organizational..., Recruiting, Performance Management, Training, Talent Acquisition, Human Resources, Retail, Leadership, Deferred Compensation, Management, Leadership Development, Hiring, Coaching, Strategic Planning, Time Management, Workforce Planning, Employee Benefits, Policy, Career Development, Sales, Onboarding, Sourcing, Employee Training, Employee Engagement, Interviews, College Recruiting, Organizational..., Applicant Tracking..., Benefits Administration, Strategy
Education
Teachers College of Columbia University 1999 — 2003
Master of Arts, Organizational Psychology
Teachers College of Columbia University 1999 — 2003
Masters, Organizational Psychology
SUNY 1979 — 1982
Bachelor of Arts, Latin American Language & Culture
Naoko Kimura's Merrill Lynch Experience June 2007 - August 2007
Job Relationship Manager at United Nations Global Compact
Industry International Affairs
Experience
United Nations Global Compact March 2013 - Present
Asia Value Advisors October 2012 - October 2012
Morgan Stanley September 2011 - July 2012
Morgan Stanley Investment Management January 2009 - August 2011
Merrill Lynch June 2007 - August 2007
UNESCO Bangkok 2005 - 2007
Skills
International..., Stata, Program Management, Public Policy, Project Management, Sustainable Development, Management, Marketing, Proposal Writing, Strategy, Fundraising, Strategic Planning, Policy, Policy Analysis, Research, International Relations, Nonprofits
Education
Teachers College of Columbia University 2007 — 2008
Master of Arts (MA), Economics and Education
University of Tsukuba 2001 — 2005
Bachelor of Science (BSc), Biological Sciences
The University of Manchester 2003 — 2004
Research Exchange, Neurobiology and Neurosciences
United Nations Global Compact March 2013 - Present
Asia Value Advisors October 2012 - October 2012
Morgan Stanley September 2011 - July 2012
Morgan Stanley Investment Management January 2009 - August 2011
Merrill Lynch June 2007 - August 2007
UNESCO Bangkok 2005 - 2007
Skills
International..., Stata, Program Management, Public Policy, Project Management, Sustainable Development, Management, Marketing, Proposal Writing, Strategy, Fundraising, Strategic Planning, Policy, Policy Analysis, Research, International Relations, Nonprofits
Education
Teachers College of Columbia University 2007 — 2008
Master of Arts (MA), Economics and Education
University of Tsukuba 2001 — 2005
Bachelor of Science (BSc), Biological Sciences
The University of Manchester 2003 — 2004
Research Exchange, Neurobiology and Neurosciences
Edward Berejinski's Merrill Lynch Experience April 2008 - January 2009
Job Lead Architect at IBM
Industry Information Technology and Services
Experience
IBM December 2012 - Present
CIS August 2012 - January 2013
IPM June 2011 - August 2012
Certified Security Solutions February 2010 - June 2011
VIRTERA February 2008 - February 2010
Merrill Lynch April 2008 - January 2009
Debevoise & Plimpton April 2007 - February 2008
Organon USA March 2007 - April 2007
Skills
App-V, Med-V, Hyper-V, SCCM, SCOM, SCVMM, SCDPM, AGPM, DEM, MDOP, MBAM, Virtualization, VMware, Active Directory, Infrastructure, VDI, Enterprise Software, Microsoft Technologies, Citrix, Servers, Windows Server, Group Policy, Integration, System Deployment, Disaster Recovery, MED-V
Education
Tel Aviv University 1990 — 1994
Bachelor’s Degree, Business Administration
IBM December 2012 - Present
CIS August 2012 - January 2013
IPM June 2011 - August 2012
Certified Security Solutions February 2010 - June 2011
VIRTERA February 2008 - February 2010
Merrill Lynch April 2008 - January 2009
Debevoise & Plimpton April 2007 - February 2008
Organon USA March 2007 - April 2007
Skills
App-V, Med-V, Hyper-V, SCCM, SCOM, SCVMM, SCDPM, AGPM, DEM, MDOP, MBAM, Virtualization, VMware, Active Directory, Infrastructure, VDI, Enterprise Software, Microsoft Technologies, Citrix, Servers, Windows Server, Group Policy, Integration, System Deployment, Disaster Recovery, MED-V
Education
Tel Aviv University 1990 — 1994
Bachelor’s Degree, Business Administration
Aisha Hanif's Merrill Lynch Experience January 2008 - March 2008
Job Financial Sales Rep at Citizen Bank
Industry Banking
Experience
Citizen Bank November 2006 - November 2008
Merrill Lynch January 2008 - March 2008
Skills
Banking, Loans
Education
Temple University 2004 — 2006
Citizen Bank November 2006 - November 2008
Merrill Lynch January 2008 - March 2008
Skills
Banking, Loans
Education
Temple University 2004 — 2006
Michael Selzer's Merrill Lynch Experience January 1998 - May 2013
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Merrill Lynch January 1998 - May 2013
Morgan Stanley September 1994 - January 1998
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1993
JD/MBA, Law/Finance
Syracuse University College of Law 1990 — 1993
JD/MBA, Law/Finance
University at Albany, SUNY 1986 — 1990
ba, economics
Morgan Stanley June 2013 - Present
Merrill Lynch January 1998 - May 2013
Morgan Stanley September 1994 - January 1998
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1993
JD/MBA, Law/Finance
Syracuse University College of Law 1990 — 1993
JD/MBA, Law/Finance
University at Albany, SUNY 1986 — 1990
ba, economics
Lauren (Schatz) Sobel's Merrill Lynch Experience July 2003 - July 2006
Job Senior Vice President Global HR Advisor at Citi
Industry Human Resources
Experience
Citi September 2011 - Present
Citi April 2010 - September 2011
Freddie Mac September 2006 - April 2010
Merrill Lynch July 2003 - July 2006
Fairchild Publications September 2002 - June 2003
Fairchild Publications May 2002 - September 2002
Fairchild Publications January 2002 - May 2002
Skills
Succession Planning, Talent Management, Employee Relations, Personnel Management, Employee Engagement, Performance Management, Change Management, Recruiting, Employee Benefits, Deferred Compensation, Onboarding, Human Resources, Training, Strategic Planning, Organizational...
Education
Teachers College of Columbia University
Master's Degree, Social Organizational Psychology
State University of New York at Albany
Bachelor's Degree, Psychology, magna cum laude
Townsend Harris High School
High School, Specialized NYC High School - Humanities
Citi September 2011 - Present
Citi April 2010 - September 2011
Freddie Mac September 2006 - April 2010
Merrill Lynch July 2003 - July 2006
Fairchild Publications September 2002 - June 2003
Fairchild Publications May 2002 - September 2002
Fairchild Publications January 2002 - May 2002
Skills
Succession Planning, Talent Management, Employee Relations, Personnel Management, Employee Engagement, Performance Management, Change Management, Recruiting, Employee Benefits, Deferred Compensation, Onboarding, Human Resources, Training, Strategic Planning, Organizational...
Education
Teachers College of Columbia University
Master's Degree, Social Organizational Psychology
State University of New York at Albany
Bachelor's Degree, Psychology, magna cum laude
Townsend Harris High School
High School, Specialized NYC High School - Humanities
Margret DeBruyn's Merrill Lynch Experience November 1997 - March 2004
Job Private Wealth Advisor at Macatawa Bank
Industry Financial Services
Experience
Macatawa Bank March 2004 - Present
Merrill Lynch November 1997 - March 2004
Education
Teachers College of Columbia University 1994 — 1996
MA, Industrial/Organizational Psychology
Trinity University 1988 — 1991
Macatawa Bank March 2004 - Present
Merrill Lynch November 1997 - March 2004
Education
Teachers College of Columbia University 1994 — 1996
MA, Industrial/Organizational Psychology
Trinity University 1988 — 1991
Steven Mastronardi's Merrill Lynch Experience March 1983 - September 2002
Job Associate at Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals January 2007 - Present
Fulcrum Global Partners March 2005 - March 2006
Wall Street Access October 2002 - March 2005
Merrill Lynch March 1983 - September 2002
Donalson Lufkin and Jenrette April 1976 - February 1983
KPMG Peat Marwick July 1973 - February 1976
Skills
Financial Analysis, Securities, Investments, Credit, Auditing, Tax, Hedge Funds, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 1969 — 1973
BS, Accounting
Resources Global Professionals January 2007 - Present
Fulcrum Global Partners March 2005 - March 2006
Wall Street Access October 2002 - March 2005
Merrill Lynch March 1983 - September 2002
Donalson Lufkin and Jenrette April 1976 - February 1983
KPMG Peat Marwick July 1973 - February 1976
Skills
Financial Analysis, Securities, Investments, Credit, Auditing, Tax, Hedge Funds, Bloomberg
Education
Syracuse University - Martin J. Whitman School of Management 1969 — 1973
BS, Accounting
Kacye Beaver's Merrill Lynch Experience June 2002 - August 2002
Job Full Time Mother at The Beaver Den
Industry Logistics and Supply Chain
Experience
The Beaver Den March 2012 - Present
Unites States Navy Reserve March 2010 - Present
IPR-GDF SUEZ North America, Generation June 2011 - April 2012
Super Bowl Entertainment, LLC March 2008 - May 2011
Ferguson Enterprises June 2007 - December 2007
Tractor Supply Company November 2003 - March 2004
Merrill Lynch June 2002 - August 2002
Skills
Sales, Management, Leadership, Customer Service, Payroll, Procurement, Military, Lean Manufacturing, Training, Process Improvement, Operations Management
Education
Tarleton State University 2006 — 2009
Master of Science in Management & Leadership, Management, Operations, Manufacturing Management
Tarleton State University 2004 — 2006
BBA, Small Business Management
The Beaver Den March 2012 - Present
Unites States Navy Reserve March 2010 - Present
IPR-GDF SUEZ North America, Generation June 2011 - April 2012
Super Bowl Entertainment, LLC March 2008 - May 2011
Ferguson Enterprises June 2007 - December 2007
Tractor Supply Company November 2003 - March 2004
Merrill Lynch June 2002 - August 2002
Skills
Sales, Management, Leadership, Customer Service, Payroll, Procurement, Military, Lean Manufacturing, Training, Process Improvement, Operations Management
Education
Tarleton State University 2006 — 2009
Master of Science in Management & Leadership, Management, Operations, Manufacturing Management
Tarleton State University 2004 — 2006
BBA, Small Business Management
Andrea Hagans's Merrill Lynch Experience September 2011 - February 2012
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch September 2011 - February 2012
Capital Guardian Trust Company July 1999 - March 2009
Calvert Investments January 1996 - July 1999
Calvert Investments April 1995 - January 1996
Signet Bank December 1987 - June 1994
Skills
Portfolio Reporting, Relationship Management, Business Development, Series 7, Series 66
Education
Temple University 1974 — 1978
BBA, Marketing, Finance
Merrill Lynch September 2011 - February 2012
Capital Guardian Trust Company July 1999 - March 2009
Calvert Investments January 1996 - July 1999
Calvert Investments April 1995 - January 1996
Signet Bank December 1987 - June 1994
Skills
Portfolio Reporting, Relationship Management, Business Development, Series 7, Series 66
Education
Temple University 1974 — 1978
BBA, Marketing, Finance
Martha Ben-Michael's Merrill Lynch Experience 2000 - 2001
Job Quantitative software development
Industry Financial Services
Experience
Variance Solutions, LLC 2009 - Present
UBS Investment Bank 2002 - 2009
Merrill Lynch 2000 - 2001
Lehman Brothers 1994 - 2000
Skills
Options, Risk Systems, Java, SQL, R, Software Product..., Market Risk, Derivatives, Quantitative Finance, Software Development, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA
Technion - Israel Institute of Technology 1984 — 1988
B.S., Computer Science
Variance Solutions, LLC 2009 - Present
UBS Investment Bank 2002 - 2009
Merrill Lynch 2000 - 2001
Lehman Brothers 1994 - 2000
Skills
Options, Risk Systems, Java, SQL, R, Software Product..., Market Risk, Derivatives, Quantitative Finance, Software Development, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA
Technion - Israel Institute of Technology 1984 — 1988
B.S., Computer Science
Linda Louie's Merrill Lynch Experience January 1998 - December 2008
Job Global Corporate and Investment Banking Global Market Data
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch January 1998 - December 2008
Coopers & Lybrand 1991 - 1997
Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Capital Markets, Business Process..., Business Analysis, Financial Services, Vendor Management, Change Management, Project Management, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch January 1998 - December 2008
Coopers & Lybrand 1991 - 1997
Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Capital Markets, Business Process..., Business Analysis, Financial Services, Vendor Management, Change Management, Project Management, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS
Bryan Linkin's Merrill Lynch Experience October 1999 - December 2006
Job Director, Technology Management
Industry Financial Services
Experience
Fidelity Investments December 2006 - Present
Merrill Lynch October 1999 - December 2006
Staples September 1997 - September 1999
Six Flags Great Adventure June 1986 - September 1997
Skills
Investments, Series 24, Six Sigma, IT Strategy, Series 7, Project Planning, Uniform Combined State...
Education
Temple University 1989 — 1993
BA, International Politics with a Specialization in Political Economy
Fidelity Investments December 2006 - Present
Merrill Lynch October 1999 - December 2006
Staples September 1997 - September 1999
Six Flags Great Adventure June 1986 - September 1997
Skills
Investments, Series 24, Six Sigma, IT Strategy, Series 7, Project Planning, Uniform Combined State...
Education
Temple University 1989 — 1993
BA, International Politics with a Specialization in Political Economy
Anita Ringo's Merrill Lynch Experience May 1986 - July 2000
Job Executive Assistant at Tyson Foods
Industry Food Production
Experience
Tyson Foods July 2001 - Present
Merrill Lynch May 1986 - July 2000
City of Arlington May 1985 - March 1987
Skills
Administrative..., Spreadsheets, Microsoft Excel, Lotus Notes, Outlook, Office Management, Microsoft Word, Microsoft Office, Data Entry, SAP, PowerPoint, Office Administration, Event Planning, Management, Marketing, Purchasing, Administration, PeopleSoft, Budgets, Team Building
Education
Tarrant County College 2008 — 2011
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Tyson Foods July 2001 - Present
Merrill Lynch May 1986 - July 2000
City of Arlington May 1985 - March 1987
Skills
Administrative..., Spreadsheets, Microsoft Excel, Lotus Notes, Outlook, Office Management, Microsoft Word, Microsoft Office, Data Entry, SAP, PowerPoint, Office Administration, Event Planning, Management, Marketing, Purchasing, Administration, PeopleSoft, Budgets, Team Building
Education
Tarrant County College 2008 — 2011
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Ken Zigrino's Merrill Lynch Experience June 2008 - February 2009
Job Sr. VP, General Counsel and Chief IP Officer at Aspen Research Corporation
Industry Law Practice
Experience
Aspen Research Corporation February 2011 - Present
Kenneth D. Zigrino, P.A. March 2001 - February 2011
Merrill Lynch June 2008 - February 2009
Velocity Express Corporation April 1998 - March 2001
Primo Piatto, Inc May 1997 - April 1998
Zigrino & LoGalbo, P.A. November 1991 - May 1997
Winthrop & Weinstine November 1987 - November 1991
Robins, Zelle, Larson & Kaplan June 1985 - November 1987
Skills
LBO, Mergers, Corporate Law, Entrepreneurship, Leadership, Mergers & Acquisitions, Legal Writing, Commercial Litigation, Start-ups, Strategy, Finance, Negotiation, Restructuring, Litigation, Licensing, Joint Ventures, Strategic Planning
Education
Syracuse University College of Law 1982 — 1985
J.D., Law
University at Buffalo 1974 — 1980
B.A, English Literature
Kaplan Insurance Course
Aspen Research Corporation February 2011 - Present
Kenneth D. Zigrino, P.A. March 2001 - February 2011
Merrill Lynch June 2008 - February 2009
Velocity Express Corporation April 1998 - March 2001
Primo Piatto, Inc May 1997 - April 1998
Zigrino & LoGalbo, P.A. November 1991 - May 1997
Winthrop & Weinstine November 1987 - November 1991
Robins, Zelle, Larson & Kaplan June 1985 - November 1987
Skills
LBO, Mergers, Corporate Law, Entrepreneurship, Leadership, Mergers & Acquisitions, Legal Writing, Commercial Litigation, Start-ups, Strategy, Finance, Negotiation, Restructuring, Litigation, Licensing, Joint Ventures, Strategic Planning
Education
Syracuse University College of Law 1982 — 1985
J.D., Law
University at Buffalo 1974 — 1980
B.A, English Literature
Kaplan Insurance Course
Jared Quick's Merrill Lynch Experience May 2008 - August 2008
Job Software Developer at Sentry Data Systems
Industry Computer Software
Experience
Sentry Data Systems May 2012 - Present
Sentry Data Systems May 2011 - May 2012
Sentry Data Systems May 2009 - May 2011
Merrill Lynch May 2008 - August 2008
Skills
PHP, Ruby, PL/SQL, Python, JavaScript, Java, Subversion, Git, Software Development
Education
Taylor University 2005 — 2009
Bachelor of Science (BS), Management Information Systems, General, 3.7
Sentry Data Systems May 2012 - Present
Sentry Data Systems May 2011 - May 2012
Sentry Data Systems May 2009 - May 2011
Merrill Lynch May 2008 - August 2008
Skills
PHP, Ruby, PL/SQL, Python, JavaScript, Java, Subversion, Git, Software Development
Education
Taylor University 2005 — 2009
Bachelor of Science (BS), Management Information Systems, General, 3.7
Arlene Bookbinder's Merrill Lynch Experience 1981 - 1992
Job New Business Development at Blue Sky MLS, Inc.
Industry Investment Management
Experience
Blue Sky MLS, Inc. July 2011 - 2012
FIC Capital, Inc. April 2010 - July 2011
JPMorgan Chase 1992 - 2009
Merrill Lynch 1981 - 1992
Education
Temple University
BS, Education
Blue Sky MLS, Inc. July 2011 - 2012
FIC Capital, Inc. April 2010 - July 2011
JPMorgan Chase 1992 - 2009
Merrill Lynch 1981 - 1992
Education
Temple University
BS, Education
Michael Cacicedo's Merrill Lynch Experience June 2007 - Present
Job Compliance Officer / Insider Trading Surveillance at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2007 - Present
Van Der Moolen Specialists-USA March 2002 - June 2007
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS, Finance/Marketing
Merrill Lynch June 2007 - Present
Van Der Moolen Specialists-USA March 2002 - June 2007
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
BS, Finance/Marketing
Oscar Cabrera's Merrill Lynch Experience February 2009 - Present
Job Senior Analyst at Merrill Lynch
Industry Mining & Metals
Experience
Merrill Lynch February 2009 - Present
Goldman Sachs 2004 - November 2008
Credit Suisse First Boston March 2003 - September 2004
Deutsche Bank Securities November 1997 - January 2001
Skills
Equities, Equity Research, Investments, Financial Modeling, Capital Markets, Valuation, Asset Management, Hedge Funds, Mining, Portfolio Management, Bloomberg, Equity Valuation, Emerging Markets, Alternative Investments, Investment Banking
Education
University of Toronto 1986 — 1998
M.Eng, Structures
York University 1993 — 1997
MBA, Finance
Tecnológico de Monterrey 1980 — 1984
B.Sc, Civil Engineering
Merrill Lynch February 2009 - Present
Goldman Sachs 2004 - November 2008
Credit Suisse First Boston March 2003 - September 2004
Deutsche Bank Securities November 1997 - January 2001
Skills
Equities, Equity Research, Investments, Financial Modeling, Capital Markets, Valuation, Asset Management, Hedge Funds, Mining, Portfolio Management, Bloomberg, Equity Valuation, Emerging Markets, Alternative Investments, Investment Banking
Education
University of Toronto 1986 — 1998
M.Eng, Structures
York University 1993 — 1997
MBA, Finance
Tecnológico de Monterrey 1980 — 1984
B.Sc, Civil Engineering
ANDREA CHO's Merrill Lynch Experience 2009 - October 2010
Job Private Client Manager at US Trust
Industry Banking
Experience
US Trust Private Wealth Management 2010 - Present
Merrill Lynch 2009 - October 2010
Bank of America January 2007 - April 2009
Wachovia Bank 2005 - 2007
Education
Temple University
US Trust Private Wealth Management 2010 - Present
Merrill Lynch 2009 - October 2010
Bank of America January 2007 - April 2009
Wachovia Bank 2005 - 2007
Education
Temple University
Monika Bennett's Merrill Lynch Experience June 2011 - Present
Job Administrative Manager
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Merrill Lynch July 2007 - March 2009
Merrill Lynch July 2005 - July 2007
Merrill Lynch June 1999 - July 2005
Education
Tarleton State University 1990 — 1995
BS, Business Administration
Merrill Lynch June 2011 - Present
Merrill Lynch July 2007 - March 2009
Merrill Lynch July 2005 - July 2007
Merrill Lynch June 1999 - July 2005
Education
Tarleton State University 1990 — 1995
BS, Business Administration
Alex Lesyk's Merrill Lynch Experience September 2014 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch May 2012 - September 2014
Merrill Lynch January 2010 - April 2012
Lincoln Financial Distributors April 2006 - August 2009
Wachovia March 2002 - April 2006
Northwestern Mutual August 1999 - March 2002
Skills
Series 7, Retirement, Retirement Planning, Financial Advisory, Life Insurance, Banking, Sales Process, Series 63, FINRA, 401k, ETFs, Mutual Funds, IRAs, Fixed Annuities, Wealth Management, Separately Managed..., Financial Services, Insurance, Investments, Portfolio Management, Securities
Education
Temple University
B.A.
Merrill Lynch September 2014 - Present
Merrill Lynch May 2012 - September 2014
Merrill Lynch January 2010 - April 2012
Lincoln Financial Distributors April 2006 - August 2009
Wachovia March 2002 - April 2006
Northwestern Mutual August 1999 - March 2002
Skills
Series 7, Retirement, Retirement Planning, Financial Advisory, Life Insurance, Banking, Sales Process, Series 63, FINRA, 401k, ETFs, Mutual Funds, IRAs, Fixed Annuities, Wealth Management, Separately Managed..., Financial Services, Insurance, Investments, Portfolio Management, Securities
Education
Temple University
B.A.
Clint Duncan's Merrill Lynch Experience 2005 - 2006
Job Senior Strategy Analyst, Distribution and Data Commercialization at American Airlines
Industry Financial Services
Experience
American Airlines May 2014 - Present
American Airlines December 2012 - Present
DynCorp International August 2010 - December 2012
Rothstein Kass October 2008 - March 2010
American Airlines 2008 - 2009
First Rate 2007 - 2007
Merrill Lynch 2005 - 2006
Skills
Financial Reporting, Accounting, Variance Analysis, Finance, General Ledger, Financial Analysis, GAAP, US GAAP, Auditing, Financial Modeling, Internal Controls, Financial Accounting, Account Reconciliation, Sarbanes-Oxley Act, SEC filings
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2007
Bachelor of Business Administration, Finance, Accounting
Tarrant County College
American Airlines May 2014 - Present
American Airlines December 2012 - Present
DynCorp International August 2010 - December 2012
Rothstein Kass October 2008 - March 2010
American Airlines 2008 - 2009
First Rate 2007 - 2007
Merrill Lynch 2005 - 2006
Skills
Financial Reporting, Accounting, Variance Analysis, Finance, General Ledger, Financial Analysis, GAAP, US GAAP, Auditing, Financial Modeling, Internal Controls, Financial Accounting, Account Reconciliation, Sarbanes-Oxley Act, SEC filings
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2007
Bachelor of Business Administration, Finance, Accounting
Tarrant County College
Fernando Castaneda-Corral's Merrill Lynch Experience October 2006 - March 2009
Job Translator specialized on engineering, medical, financial and legal subjects
Industry Translation and Localization
Experience
CASCOR Translation Services July 1991 - Present
Banorte Securities International April 2009 - May 2012
Merrill Lynch October 2006 - March 2009
CASCOR February 1999 - June 2006
Sony Electronics May 1998 - February 2000
Delco Electronics August 1996 - February 1998
Lear Corporation March 1994 - August 1996
Grupo Condumex May 1990 - March 1994
Skills
Strategic Financial..., Options, Investment Strategies, Project Management, Electrical Engineering, Mechanical Engineering, JIT, Cables, Automotive Engineering, Technical Translation, Legal Translation, Financial Translation, Human Resources, Medical Translation, Seats, Automotive Interiors, Suspension, Internal Combustion..., Electronic Control..., Packaging Engineering, Toyota Production System, Industrial Engineering, electrical harnesses, JIT production, Cast-iron foundry, Plastics injection, Electrostatic paint..., Fasteners - screws,..., Galvanoplasty, Automotive audio systems, Engineering consultant, German, French, Spanish, English, Technical Documentation, Manuals, Foreign Exchange, Multilingual, Finance, Sales
Education
The University of Texas at El Paso 2007 — 2010
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1987 — 1991
Bachelor of Science (BS), Mechanical & Electrical Engineering
CASCOR Translation Services July 1991 - Present
Banorte Securities International April 2009 - May 2012
Merrill Lynch October 2006 - March 2009
CASCOR February 1999 - June 2006
Sony Electronics May 1998 - February 2000
Delco Electronics August 1996 - February 1998
Lear Corporation March 1994 - August 1996
Grupo Condumex May 1990 - March 1994
Skills
Strategic Financial..., Options, Investment Strategies, Project Management, Electrical Engineering, Mechanical Engineering, JIT, Cables, Automotive Engineering, Technical Translation, Legal Translation, Financial Translation, Human Resources, Medical Translation, Seats, Automotive Interiors, Suspension, Internal Combustion..., Electronic Control..., Packaging Engineering, Toyota Production System, Industrial Engineering, electrical harnesses, JIT production, Cast-iron foundry, Plastics injection, Electrostatic paint..., Fasteners - screws,..., Galvanoplasty, Automotive audio systems, Engineering consultant, German, French, Spanish, English, Technical Documentation, Manuals, Foreign Exchange, Multilingual, Finance, Sales
Education
The University of Texas at El Paso 2007 — 2010
Master of Business Administration (MBA), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1987 — 1991
Bachelor of Science (BS), Mechanical & Electrical Engineering
Laszlo Fodor's Merrill Lynch Experience 2005 - 2008
Job Vice President, Senior Financial Advisor at US Bancorp Investments, Inc
Industry Financial Services
Experience
US Bancorp Investments, Inc December 2011 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2008 - December 2011
Merrill Lynch 2005 - 2008
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Investment Advisory, Retirement Planning, Alternative Investments, Retirement
Education
University of St. Thomas - Opus College of Business 2001 — 2004
MBA, Finance
Szent István Egyetem 1992 — 2000
BS, MS, Applied Economics, Enterprise Management
US Bancorp Investments, Inc December 2011 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2008 - December 2011
Merrill Lynch 2005 - 2008
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Investment Advisory, Retirement Planning, Alternative Investments, Retirement
Education
University of St. Thomas - Opus College of Business 2001 — 2004
MBA, Finance
Szent István Egyetem 1992 — 2000
BS, MS, Applied Economics, Enterprise Management
Alex Lamperti's Merrill Lynch Experience January 2004 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2004 - Present
Merrill Lynch July 1998 - Present
Education
Temple University
BBA, Finance/Risk Management & Insurance
Temple University - Fox School of Business and Management
Merrill Lynch January 2004 - Present
Merrill Lynch July 1998 - Present
Education
Temple University
BBA, Finance/Risk Management & Insurance
Temple University - Fox School of Business and Management
Christopher Labarbera's Merrill Lynch Experience Senior Vice President - Wealth ManagementMerrill LynchApril 2009 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Senior Vice President - Wealth ManagementMerrill LynchApril 2009 - Present
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
The Canterbury School 1990 — 1991
Iona Prepatory School 1986 — 1989
Merrill Lynch Senior Vice President - Wealth ManagementMerrill LynchApril 2009 - Present
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
The Canterbury School 1990 — 1991
Iona Prepatory School 1986 — 1989
Frances Hauss's Merrill Lynch Experience August 2007 - August 2008
Job Yoga Instructor/Student
Industry
Experience
Journey's Yoga July 2014 - Present
Creative Memories August 2010 - October 2013
Bank of America August 2008 - August 2010
Merrill Lynch August 2007 - August 2008
Skills
Social Media Marketing, Social Media, Nonprofits, Microsoft Office, Event Planning, Customer Service, Fundraising, Project Management, Social Networking, Public Speaking, Marketing, Email Marketing, Leadership, Management, Sales, Training
Education
University of North Texas 2014 — 2016
Bachelor of Science (BS), Integrative Studies, 3.5/4.0 GPA
Tarrant County College 2009 — 2011
Associate of Arts (A.A.), General Studies, 3.67/4.0 GPA
Journey's Yoga July 2014 - Present
Creative Memories August 2010 - October 2013
Bank of America August 2008 - August 2010
Merrill Lynch August 2007 - August 2008
Skills
Social Media Marketing, Social Media, Nonprofits, Microsoft Office, Event Planning, Customer Service, Fundraising, Project Management, Social Networking, Public Speaking, Marketing, Email Marketing, Leadership, Management, Sales, Training
Education
University of North Texas 2014 — 2016
Bachelor of Science (BS), Integrative Studies, 3.5/4.0 GPA
Tarrant County College 2009 — 2011
Associate of Arts (A.A.), General Studies, 3.67/4.0 GPA
Paul Moonan's Merrill Lynch Experience June 2008 - December 2011
Job Associate, Enterprise Client Coverage at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch December 2011 - February 2014
Merrill Lynch June 2008 - December 2011
Skills
Business Development, Series 7, Finance, New Business Development, Sales Operations, Financial Analysis, Client Relations, Problem Solving, Client Prospecting, Sales, Microsoft Office, Marketing, Account Management, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science, Finance
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch December 2011 - February 2014
Merrill Lynch June 2008 - December 2011
Skills
Business Development, Series 7, Finance, New Business Development, Sales Operations, Financial Analysis, Client Relations, Problem Solving, Client Prospecting, Sales, Microsoft Office, Marketing, Account Management, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science, Finance
Akua B.'s Merrill Lynch Experience February 2012 - Present
Job Operations Analyst
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Merrill Edge February 2012 - Present
Merrill Lynch February 2012 - Present
Vanguard August 2011 - December 2011
Nordstrom June 2011 - December 2011
Lincoln Financial Advisors December 2010 - May 2011
PNC July 2008 - December 2010
Macy's East May 2007 - August 2007
Target October 2006 - January 2007
Skills
Credit, Customer Service, Deposits, Microsoft Excel, Retail, Banking, Financial Analysis, PowerPoint, Cash Handling Experience, Microsoft Word, Sales, Cash Management, Microsoft Money, Time Management, Finance, Seibel, Legacy Systems, Softphone
Education
Temple University 2007 — 2011
Bachelor, Finance
Merrill Edge January 2014 - Present
Merrill Edge February 2012 - Present
Merrill Lynch February 2012 - Present
Vanguard August 2011 - December 2011
Nordstrom June 2011 - December 2011
Lincoln Financial Advisors December 2010 - May 2011
PNC July 2008 - December 2010
Macy's East May 2007 - August 2007
Target October 2006 - January 2007
Skills
Credit, Customer Service, Deposits, Microsoft Excel, Retail, Banking, Financial Analysis, PowerPoint, Cash Handling Experience, Microsoft Word, Sales, Cash Management, Microsoft Money, Time Management, Finance, Seibel, Legacy Systems, Softphone
Education
Temple University 2007 — 2011
Bachelor, Finance
Stanislaw Pak's Merrill Lynch Experience 2006 - 2009
Job Sr Software Developer/Architect at Insight
Industry Information Technology and Services
Experience
Insight January 2015 - Present
Early Warning Services July 2012 - September 2014
CitiGroup July 2011 - February 2012
New York City Department of Education January 2010 - June 2011
AT&T Labs, Inc. March 2009 - December 2009
Merrill Lynch 2006 - 2009
Powszechny Dom Kredytowy S.A. 2003 - 2005
T-Systems Polska 2000 - 2001
Open Software Technology 1997 - 1999
Skills
XML, Design Patterns, Web Services, Java Enterprise Edition, Spring, UML, SOA, Java, Architecture, Agile Methodologies, Ant, Test Driven Development, Subversion, Hibernate, Tomcat, Scrum, Architectures, Spring Framework
Education
Technical University of Wroclaw 1990 — 1995
Master, Computer Science
Insight January 2015 - Present
Early Warning Services July 2012 - September 2014
CitiGroup July 2011 - February 2012
New York City Department of Education January 2010 - June 2011
AT&T Labs, Inc. March 2009 - December 2009
Merrill Lynch 2006 - 2009
Powszechny Dom Kredytowy S.A. 2003 - 2005
T-Systems Polska 2000 - 2001
Open Software Technology 1997 - 1999
Skills
XML, Design Patterns, Web Services, Java Enterprise Edition, Spring, UML, SOA, Java, Architecture, Agile Methodologies, Ant, Test Driven Development, Subversion, Hibernate, Tomcat, Scrum, Architectures, Spring Framework
Education
Technical University of Wroclaw 1990 — 1995
Master, Computer Science
Elizabeth Baehser's Merrill Lynch Experience 1995 - 1997
Job Payroll Analyst III, Carpenter Technology Corporation
Industry Human Resources
Experience
Carpenter Technology 2011 - Present
Lockheed Martin EBS 2008 - 2010
Lockheed Martin IT&GS/IS&GS 2004 - 2007
Lockheed Martin IT&GS 2002 - 2004
Lockheed Martin Technology Services Group 1997 - 2002
Merrill Lynch 1995 - 1997
Skills
Payroll, PeopleSoft, Software Documentation, HRIS, Human Resources, Employee Benefits, Kronos Timekeeping, Kronos WFC, Sickness Absence..., Workday, Multi-state Payroll..., Mainframe
Education
Temple University 1992 — 1995
Bachelors of Arts
Pennsylvania State University - Ogontz Campus 1990 — 1992
Carpenter Technology 2011 - Present
Lockheed Martin EBS 2008 - 2010
Lockheed Martin IT&GS/IS&GS 2004 - 2007
Lockheed Martin IT&GS 2002 - 2004
Lockheed Martin Technology Services Group 1997 - 2002
Merrill Lynch 1995 - 1997
Skills
Payroll, PeopleSoft, Software Documentation, HRIS, Human Resources, Employee Benefits, Kronos Timekeeping, Kronos WFC, Sickness Absence..., Workday, Multi-state Payroll..., Mainframe
Education
Temple University 1992 — 1995
Bachelors of Arts
Pennsylvania State University - Ogontz Campus 1990 — 1992
Bill Appleton's Merrill Lynch Experience 1990 - 1993
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2011 - Present
State Street Bank 2009 - April 2011
Morgan Stanley Investment Management 2000 - 2009
PFPC 1997 - 2000
SEI Investments 1993 - 1997
Merrill Lynch 1990 - 1993
Skills
Securities, Fixed Income, Asset Managment, Fund Accounting, Mutual Funds, Fund Administration, Asset Management, Alternative Investments, Equities, Middle Office, Investments, Hedge Funds, Bloomberg, Fund Of Funds, Financial Services
Education
Temple University 1986 — 1989
BS, Accounting
BNY Mellon April 2011 - Present
State Street Bank 2009 - April 2011
Morgan Stanley Investment Management 2000 - 2009
PFPC 1997 - 2000
SEI Investments 1993 - 1997
Merrill Lynch 1990 - 1993
Skills
Securities, Fixed Income, Asset Managment, Fund Accounting, Mutual Funds, Fund Administration, Asset Management, Alternative Investments, Equities, Middle Office, Investments, Hedge Funds, Bloomberg, Fund Of Funds, Financial Services
Education
Temple University 1986 — 1989
BS, Accounting
T. Joseph Murphy Jr.'s Merrill Lynch Experience December 2010 - January 2011
Job Law Student at Syracuse University College of Law
Industry Law Practice
Experience
Syracuse University College of Law Law ClerkOffice of the Corporation Counsel for the City of SyracuseMay 2013 - August 2013
Cayuga County Attorney's Office May 2013 - August 2013
Merrill Lynch December 2010 - January 2011
North Side Learning Center January 2010 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Legal Research, Public Speaking, Microsoft Word, Research, Westlaw
Education
Syracuse University College of Law 2012 — 2015
Doctor of Law (J.D.)
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance and Entrepreneurship & Emerging Enterprises
Syracuse University College of Law Law ClerkOffice of the Corporation Counsel for the City of SyracuseMay 2013 - August 2013
Cayuga County Attorney's Office May 2013 - August 2013
Merrill Lynch December 2010 - January 2011
North Side Learning Center January 2010 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Legal Research, Public Speaking, Microsoft Word, Research, Westlaw
Education
Syracuse University College of Law 2012 — 2015
Doctor of Law (J.D.)
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance and Entrepreneurship & Emerging Enterprises
Michael - Nguyen's Merrill Lynch Experience December 2008 - January 2012
Job XBRL Financial Reporting, Financial Analyst
Industry Financial Services
Experience
RR Donnelley January 2012 - Present
Merrill Lynch December 2008 - January 2012
Bank of America December 2005 - December 2008
Skills
Securities, Trust Services, Escrow, Investments, Mutual Funds, Insurance, Equities, Bloomberg, Accounting, Wealth Management, Loans, Financial Services, Teamwork, SEC Financial Reporting, XBRL, US GAAP, SEC filings, Finance, Analysis, Financial Reporting, Financial Statements, Management, Financial Analysis
Education
The University of Texas at Arlington 2005 — 2008
BBA, Finance
Tarrant County College
Associate Degree, Art
RR Donnelley January 2012 - Present
Merrill Lynch December 2008 - January 2012
Bank of America December 2005 - December 2008
Skills
Securities, Trust Services, Escrow, Investments, Mutual Funds, Insurance, Equities, Bloomberg, Accounting, Wealth Management, Loans, Financial Services, Teamwork, SEC Financial Reporting, XBRL, US GAAP, SEC filings, Finance, Analysis, Financial Reporting, Financial Statements, Management, Financial Analysis
Education
The University of Texas at Arlington 2005 — 2008
BBA, Finance
Tarrant County College
Associate Degree, Art
Alex Poletsky's Merrill Lynch Experience 2010 - Present
Job
Industry
Experience
Merrill Lynch 2010 - Present
Merrill Lynch 2010 - 2014
Merrill Lynch 2010 - 2014
Merrill Lynch 2010 - 2014
Merrill Lynch 2010 - 2014
Merrill Lynch 2010 - 2014
Merrill Lynch 2010 - 2014
Skills
Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Investments, Leadership, Management, Microsoft Office, Portfolio Management, Risk Management, Securities, Wealth Management
Education
Syracuse University - Maxwell School
Bachelor of Arts (BA), American Government and Politics (United States)
Merrill Lynch 2010 - Present
Merrill Lynch 2010 - 2014
Merrill Lynch 2010 - 2014
Merrill Lynch 2010 - 2014
Merrill Lynch 2010 - 2014
Merrill Lynch 2010 - 2014
Merrill Lynch 2010 - 2014
Skills
Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Investments, Leadership, Management, Microsoft Office, Portfolio Management, Risk Management, Securities, Wealth Management
Education
Syracuse University - Maxwell School
Bachelor of Arts (BA), American Government and Politics (United States)
MaryAlice Winn's Merrill Lynch Experience January 1987 - March 1998
Job Investment Assistant Northwestern Mutual Investment Services, LLC
Industry Financial Services
Experience
Northwestern Mutual Investment Services, LLC April 2013 - Present
Merrill Lynch January 1987 - March 1998
Marine Midland Bank January 1987 - January 1988
Skills
Customer Service, Multi Tasking, Problem Solving, Account Administration, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
MBA, 3.87
University at Albany, SUNY
Bachelor of Science, Business Administration
Northwestern Mutual Investment Services, LLC April 2013 - Present
Merrill Lynch January 1987 - March 1998
Marine Midland Bank January 1987 - January 1988
Skills
Customer Service, Multi Tasking, Problem Solving, Account Administration, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
MBA, 3.87
University at Albany, SUNY
Bachelor of Science, Business Administration
Michael Dritz's Merrill Lynch Experience 1995 - 1997
Job Chairman
Industry Financial Services
Experience
Dritz Enterprises, LLC February 1997 - Present
Merrill Lynch 1995 - 1997
Smith New Court Inc 1985 - 1995
Education
Syracuse University - Martin J. Whitman School of Management 1955 — 1959
Bachelor of Science (BS), Finance, General
Dritz Enterprises, LLC February 1997 - Present
Merrill Lynch 1995 - 1997
Smith New Court Inc 1985 - 1995
Education
Syracuse University - Martin J. Whitman School of Management 1955 — 1959
Bachelor of Science (BS), Finance, General
Brandon Rapoza's Merrill Lynch Experience February 2015 - Present
Job Mutual Fund Trading
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Merrill Lynch July 2013 - February 2015
Wilsons Leather September 2011 - July 2013
Eddie Bauer September 2008 - October 2011
Skills
Visual Merchandising, Merchandising, Store Management, Retail, Loss Prevention, Retail Sales, Sales, Store Operations, Inventory Management, Driving Results, Apparel, Profit, Sales Management, Customer Service, Customer Satisfaction, Fashion, Inventory Control, Trend Analysis, Sales Operations, Merchandise Planning
Education
Flagler College 2004 — 2013
Business Administration
Tallahassee Community College 2004 — 2006
Associate's degree
Merrill Lynch February 2015 - Present
Merrill Lynch July 2013 - February 2015
Wilsons Leather September 2011 - July 2013
Eddie Bauer September 2008 - October 2011
Skills
Visual Merchandising, Merchandising, Store Management, Retail, Loss Prevention, Retail Sales, Sales, Store Operations, Inventory Management, Driving Results, Apparel, Profit, Sales Management, Customer Service, Customer Satisfaction, Fashion, Inventory Control, Trend Analysis, Sales Operations, Merchandise Planning
Education
Flagler College 2004 — 2013
Business Administration
Tallahassee Community College 2004 — 2006
Associate's degree
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank