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
James Griffis James Griffis's Merrill Lynch Experience January 2001 - August 2003
Job President at Advantage Pipeline, LLC
Industry Oil & Energy
Experience
Advantage Pipeline, LLC April 2012 - Present
J.B. Griffis Holdings, LLC June 2011 - Present
Five States Energy Capital September 2008 - April 2012
JPMorgan Investment Bank June 2007 - July 2008
JPMorgan Private Bank - Dallas, TX October 2005 - June 2007
JPMorgan Private Bank - Houston, TX March 2004 - October 2005
Merrill Lynch January 2001 - August 2003
Merrill Lynch August 1999 - December 2000
Education
University of St. Thomas (TX) 2004 — 2005
MBA, Finance
Texas A&M University 1997 — 2000
BBA, Finance
Advantage Pipeline, LLC April 2012 - Present
J.B. Griffis Holdings, LLC June 2011 - Present
Five States Energy Capital September 2008 - April 2012
JPMorgan Investment Bank June 2007 - July 2008
JPMorgan Private Bank - Dallas, TX October 2005 - June 2007
JPMorgan Private Bank - Houston, TX March 2004 - October 2005
Merrill Lynch January 2001 - August 2003
Merrill Lynch August 1999 - December 2000
Education
University of St. Thomas (TX) 2004 — 2005
MBA, Finance
Texas A&M University 1997 — 2000
BBA, Finance
Joshua Jasien, CFP®, CFS®, CAS®, CIS™ Joshua Jasien, CFP®, CFS®, CAS®, CIS™'s Merrill Lynch Experience April 2015 - Present
Job Vice President Retirement Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Jackson National Life January 2012 - April 2015
H.D. Vest Financial Services February 2008 - December 2011
Skills
Wholesaling, Series 7, Series 63, Series 24, Annuities, Public Speaking, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Financial Services, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Insurance, Investments, Alternative Investments, Strategic Planning, Securities, Financial Analysis, Asset Management, Portfolio Management, Equities, Certified Financial..., Coaching, 401k, Banking, Finance, Investment Advisory, Investment Strategies, Life Insurance, Long-term Care, Uniform Combined State..., Variable Annuities, Wealth, Wholesale, Financial Planning, Wholesale Sales
Education
Texas A&M University 2003 — 2007
Bachelor of Science, Economics, Business
Merrill Lynch April 2015 - Present
Jackson National Life January 2012 - April 2015
H.D. Vest Financial Services February 2008 - December 2011
Skills
Wholesaling, Series 7, Series 63, Series 24, Annuities, Public Speaking, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Financial Services, Retirement Planning, Asset Allocation, Financial Advisory, Estate Planning, Insurance, Investments, Alternative Investments, Strategic Planning, Securities, Financial Analysis, Asset Management, Portfolio Management, Equities, Certified Financial..., Coaching, 401k, Banking, Finance, Investment Advisory, Investment Strategies, Life Insurance, Long-term Care, Uniform Combined State..., Variable Annuities, Wealth, Wholesale, Financial Planning, Wholesale Sales
Education
Texas A&M University 2003 — 2007
Bachelor of Science, Economics, Business
Thomas Konopko Thomas Konopko's Merrill Lynch Experience August 2012 - December 2012
Job Accountant at Morris J. Cohen & Co.
Industry Accounting
Experience
Morris J. Cohen & Co. December 2014 - Present
GT Tile Works November 2013 - Present
GP Boyle & Associates January 2014 - April 2014
Merrill Lynch August 2012 - December 2012
Skills
QuickBooks, Financial Analysis, Microsoft Excel, Microsoft Office, Accounting, Public Speaking, Teamwork, Time Management, Leadership, Data Analysis, UltraTax, Peachtree, Customer Service, Research, Account Reconciliation, Finance, Management, Tax
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
Bensalem High School 2005 — 2009
Morris J. Cohen & Co. December 2014 - Present
GT Tile Works November 2013 - Present
GP Boyle & Associates January 2014 - April 2014
Merrill Lynch August 2012 - December 2012
Skills
QuickBooks, Financial Analysis, Microsoft Excel, Microsoft Office, Accounting, Public Speaking, Teamwork, Time Management, Leadership, Data Analysis, UltraTax, Peachtree, Customer Service, Research, Account Reconciliation, Finance, Management, Tax
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
Bensalem High School 2005 — 2009
Jay Cunningham, CMFC Jay Cunningham, CMFC's Merrill Lynch Experience May 2012 - May 2013
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial) January 2015 - Present
Wells Fargo Advantage Funds May 2013 - January 2015
Merrill Lynch May 2012 - May 2013
DGSE Companies, Inc. December 2011 - June 2012
Elite & Pinnacle Security May 2009 - November 2011
Skills
Leadership, Work Ethic, Market Research, Sales, Sales Management, Customer Service, Analysis, Training, Teamwork, Entrepreneurship, Problem Solving, Sales Process, Time Management
Education
Texas A&M University 2007 — 2010
Bachelors of Science, Economics
PNC Investments (Unofficial) January 2015 - Present
Wells Fargo Advantage Funds May 2013 - January 2015
Merrill Lynch May 2012 - May 2013
DGSE Companies, Inc. December 2011 - June 2012
Elite & Pinnacle Security May 2009 - November 2011
Skills
Leadership, Work Ethic, Market Research, Sales, Sales Management, Customer Service, Analysis, Training, Teamwork, Entrepreneurship, Problem Solving, Sales Process, Time Management
Education
Texas A&M University 2007 — 2010
Bachelors of Science, Economics
Casey Homer Casey Homer's Merrill Lynch Experience September 2013 - May 2014
Job Homer Investments LLC
Industry Real Estate
Experience
Homer Investments LLC September 2013 - Present
United States Marine Corps May 2013 - Present
Merrill Lynch September 2013 - May 2014
Memorial Athletic Club October 2008 - May 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Skills
Research, Critical Thinking, Entrepreneurship, Mortgage Lending, Loans
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Homer Investments LLC September 2013 - Present
United States Marine Corps May 2013 - Present
Merrill Lynch September 2013 - May 2014
Memorial Athletic Club October 2008 - May 2014
Morgan Stanley Wealth Management June 2013 - September 2013
Skills
Research, Critical Thinking, Entrepreneurship, Mortgage Lending, Loans
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Lauren Avery (Boccella) Lauren Avery (Boccella)'s Merrill Lynch Experience January 2007 - May 2007
Job Excalibur Financial Planning & Analysis (Raytheon Company)
Industry Defense & Space
Experience
Raytheon January 2015 - Present
Boeing October 2009 - January 2015
Boeing December 2008 - October 2009
Boeing June 2007 - December 2008
Merrill Lynch January 2007 - May 2007
Kimberly-Clark November 2004 - October 2006
Kimberly-Clark May 2003 - August 2006
Skills
Financial Analysis, Data Analysis, Manufacturing, Long Range Planning, Youth Mentoring, Business Operations, Aircraft, Microsoft Excel, Cost Planning, Affordability, Business Strategy, Financial Forecasting, Revenue Forecasting, Revenue Recognition, Cash Flow Forecasting, Cash Flow Statements, Internal Financial..., Earned Value Management, Finance, Strategic Financial..., Variance Analysis, Value Stream Mapping, Forecasting, Process Improvement, Financial Modeling, Microsoft Office, Financial Reporting, Defense, Cash Flow, Financial Statements, Accounts Payable, Analysis, Team Leadership, Business Analysis, Accounting, Business Planning
Education
University of Phoenix 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Temple University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Springifeld High School
Raytheon January 2015 - Present
Boeing October 2009 - January 2015
Boeing December 2008 - October 2009
Boeing June 2007 - December 2008
Merrill Lynch January 2007 - May 2007
Kimberly-Clark November 2004 - October 2006
Kimberly-Clark May 2003 - August 2006
Skills
Financial Analysis, Data Analysis, Manufacturing, Long Range Planning, Youth Mentoring, Business Operations, Aircraft, Microsoft Excel, Cost Planning, Affordability, Business Strategy, Financial Forecasting, Revenue Forecasting, Revenue Recognition, Cash Flow Forecasting, Cash Flow Statements, Internal Financial..., Earned Value Management, Finance, Strategic Financial..., Variance Analysis, Value Stream Mapping, Forecasting, Process Improvement, Financial Modeling, Microsoft Office, Financial Reporting, Defense, Cash Flow, Financial Statements, Accounts Payable, Analysis, Team Leadership, Business Analysis, Accounting, Business Planning
Education
University of Phoenix 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Temple University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Springifeld High School
Shao Zhang Shao Zhang's Merrill Lynch Experience January 2009 - November 2010
Job Cofounder of Fastwheel, Inc.
Industry Investment Management
Experience
Fastwheel, Inc. January 2015 - Present
Duke Capital June 2014 - Present
FusionPartners January 2013 - Present
SRS Intelligence November 2009 - September 2011
Merrill Lynch January 2009 - November 2010
CDA at UPenn September 2009 - October 2010
State of North Carolina March 2009 - July 2009
Skills
VBA, Relationship Management, Bloomberg Terminal, SQL, Process Improvement, Vendor Management, Change Management, Microsoft Excel, Portfolio Management, Chinese, Financial Modeling, Sales, Competitive Analysis, Competitive Intelligence
Education
Temple University - Fox School of Business and Management 2008 — 2010
Master in Finance
University of Pennsylvania - The Wharton School
Finance, General
Fastwheel, Inc. January 2015 - Present
Duke Capital June 2014 - Present
FusionPartners January 2013 - Present
SRS Intelligence November 2009 - September 2011
Merrill Lynch January 2009 - November 2010
CDA at UPenn September 2009 - October 2010
State of North Carolina March 2009 - July 2009
Skills
VBA, Relationship Management, Bloomberg Terminal, SQL, Process Improvement, Vendor Management, Change Management, Microsoft Excel, Portfolio Management, Chinese, Financial Modeling, Sales, Competitive Analysis, Competitive Intelligence
Education
Temple University - Fox School of Business and Management 2008 — 2010
Master in Finance
University of Pennsylvania - The Wharton School
Finance, General
Eric Bono's Merrill Lynch Experience July 2008 - 2010
Job Financial Planner/Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
Merrill Lynch July 2008 - 2010
Merrill Lynch February 2007 - 2009
Skills
Investments, Retirement Planning, Financial Advisory, Insurance, Marketing, Series 7, Wealth Management
Education
Temple University - Fox School of Business and Management 2002 — 2007
Bachelor of Science (BS), Economics
Ameriprise Financial Services, Inc. 2011 - Present
Merrill Lynch July 2008 - 2010
Merrill Lynch February 2007 - 2009
Skills
Investments, Retirement Planning, Financial Advisory, Insurance, Marketing, Series 7, Wealth Management
Education
Temple University - Fox School of Business and Management 2002 — 2007
Bachelor of Science (BS), Economics
Kathleen Blocker Kathleen Blocker's Merrill Lynch Experience May 1995 - March 1997
Job Account Manager
Industry Financial Services
Experience
Ascensus August 2004 - Present
Delaware Investments, a member of the Macquarie Group March 1997 - August 2004
Merrill Lynch May 1995 - March 1997
Skills
Retirement
Education
Temple University
BS, Science
Ascensus August 2004 - Present
Delaware Investments, a member of the Macquarie Group March 1997 - August 2004
Merrill Lynch May 1995 - March 1997
Skills
Retirement
Education
Temple University
BS, Science
JoAnn M. Gigliotti JoAnn M. Gigliotti's Merrill Lynch Experience 1990 - 2000
Job Public Relations and Communications at Agora Cyber Charter School
Industry Marketing and Advertising
Experience
Agora Cyber Charter School December 2014 - Present
McGraw Hill Financial October 2013 - February 2014
Freelance Communications/The Creative Group September 2011 - September 2013
American Cancer Society - Relay for Life January 2004 - August 2012
Firstrust Bank March 2007 - July 2011
Strategic Marketing Initiatives 2003 - 2007
Merrill Lynch 1990 - 2000
Skills
Corporate Communications, Social Media, Strategic Planning, E-commerce, Product Marketing, Creative Direction, Writing, Volunteer Coordination, Marketing Communications, Public Relations, Direct Marketing, Strategic Communications, Online Marketing, Non-profits, Community Relations, Integrated Marketing, Brand Development, Fundraising, Newsletters, Relationship building, Relationship Marketing, Partner Relationship..., Online Advertising, Volunteer Management, Community Development, Partner Management, Marketing, Internal Communications, Brand Management, Sponsorship, Marketing Strategy
Education
Wharton at the University of Pennsylvania
Business Management
Temple University
BSW, Social Work
Agora Cyber Charter School December 2014 - Present
McGraw Hill Financial October 2013 - February 2014
Freelance Communications/The Creative Group September 2011 - September 2013
American Cancer Society - Relay for Life January 2004 - August 2012
Firstrust Bank March 2007 - July 2011
Strategic Marketing Initiatives 2003 - 2007
Merrill Lynch 1990 - 2000
Skills
Corporate Communications, Social Media, Strategic Planning, E-commerce, Product Marketing, Creative Direction, Writing, Volunteer Coordination, Marketing Communications, Public Relations, Direct Marketing, Strategic Communications, Online Marketing, Non-profits, Community Relations, Integrated Marketing, Brand Development, Fundraising, Newsletters, Relationship building, Relationship Marketing, Partner Relationship..., Online Advertising, Volunteer Management, Community Development, Partner Management, Marketing, Internal Communications, Brand Management, Sponsorship, Marketing Strategy
Education
Wharton at the University of Pennsylvania
Business Management
Temple University
BSW, Social Work
Prateek Patel Prateek Patel's Merrill Lynch Experience February 2011 - July 2013
Job Analyst at Herspiegel Consulting
Industry Pharmaceuticals
Experience
Herspiegel Consulting September 2015 - Present
AstraZeneca May 2014 - November 2014
Merrill Lynch February 2011 - July 2013
ING Financial Partners May 2010 - February 2011
Temple University February 2008 - May 2010
Skills
Retirement Planning, Series 7, Uniform Combined State..., Wealth Management, 401k Rollovers, Investment Advisory, Retirement, Series 63, Mutual Funds, IRAs, Asset Allocation, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Investments, Estate Planning, Wealth Accumulation, 401k
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management and Finance
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration ( B.B.A), Finance and International Busines
Herspiegel Consulting September 2015 - Present
AstraZeneca May 2014 - November 2014
Merrill Lynch February 2011 - July 2013
ING Financial Partners May 2010 - February 2011
Temple University February 2008 - May 2010
Skills
Retirement Planning, Series 7, Uniform Combined State..., Wealth Management, 401k Rollovers, Investment Advisory, Retirement, Series 63, Mutual Funds, IRAs, Asset Allocation, Fixed Annuities, Strategic Financial..., Investment Strategies, Financial Advisory, Investments, Estate Planning, Wealth Accumulation, 401k
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management and Finance
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration ( B.B.A), Finance and International Busines
Steven Gross, PMP, MCSE Steven Gross, PMP, MCSE's Merrill Lynch Experience May 2003 - December 2004
Job Services Senior Project Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft January 2012 - Present
Tech Mavens, Inc. January 2010 - January 2012
Macquarie Group January 2010 - March 2011
TD Bank December 2007 - November 2009
TD Bank (formerly Commerce Bank) September 2005 - December 2007
Bristol-Myers Squibb Pharmaceutical Research Institute January 2005 - August 2005
MGBS, Inc April 1995 - January 2005
Merrill Lynch May 2003 - December 2004
Merrill Lynch 2002 - 2004
Independence Blue Cross March 2002 - April 2003
Education
Temple University 1976 — 1979
BBA
Temple University 1976 — 1979
BBA
George Washington High School 1970 — 1974
Microsoft January 2012 - Present
Tech Mavens, Inc. January 2010 - January 2012
Macquarie Group January 2010 - March 2011
TD Bank December 2007 - November 2009
TD Bank (formerly Commerce Bank) September 2005 - December 2007
Bristol-Myers Squibb Pharmaceutical Research Institute January 2005 - August 2005
MGBS, Inc April 1995 - January 2005
Merrill Lynch May 2003 - December 2004
Merrill Lynch 2002 - 2004
Independence Blue Cross March 2002 - April 2003
Education
Temple University 1976 — 1979
BBA
Temple University 1976 — 1979
BBA
George Washington High School 1970 — 1974
Arlene Wilson Arlene Wilson's Merrill Lynch Experience April 1984 - August 2002
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Morgan Stanley Smith Barney March 2005 - November 2011
Merrill Lynch April 1984 - August 2002
Skills
Retirement Planning
Education
Temple University - Fox School of Business and Management
Ameriprise Financial Services, Inc. November 2011 - Present
Morgan Stanley Smith Barney March 2005 - November 2011
Merrill Lynch April 1984 - August 2002
Skills
Retirement Planning
Education
Temple University - Fox School of Business and Management
Fran Brolley Fran Brolley's Merrill Lynch Experience May 2000 - October 2002
Job Financial Advisor at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2009 - Present
Wells Fargo Advisors October 2002 - May 2009
Merrill Lynch May 2000 - October 2002
Skills
Retirement Income..., Portfolio Management, Investment Advisory, Investment Strategies, ETFs, Insurance Planning
Education
Widener University 1997 — 1999
MBA, Business
Temple University 1983 — 1987
BS, Electrical Engineering Technology
Raymond James & Associates, Inc May 2009 - Present
Wells Fargo Advisors October 2002 - May 2009
Merrill Lynch May 2000 - October 2002
Skills
Retirement Income..., Portfolio Management, Investment Advisory, Investment Strategies, ETFs, Insurance Planning
Education
Widener University 1997 — 1999
MBA, Business
Temple University 1983 — 1987
BS, Electrical Engineering Technology
William Billy Busch William Billy Busch's Merrill Lynch Experience 1999 - 2004
Job Senior Vice President & Senior Investment Management Consultant for The Busch Group at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Abilene Christian University Board of Trustees 2010 - Present
Morgan Stanley Smith Barney April 2009 - Present
UBS May 2008 - April 2009
UBS January 2004 - May 2008
Merrill Lynch 1999 - 2004
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Merrill Lynch 1995 - 1996
Major Market Banks 1982 - 1995
Skills
Financial Analysis, Series 7, Investments, Retirement Planning, Strategic Planning, Loans, Portfolio Management
Education
Texas A&M University 1977 — 1982
Bachelor of Science
University of Pennsylvania - The Wharton School
Executive Leadership Program
Abilene Christian University Board of Trustees 2010 - Present
Morgan Stanley Smith Barney April 2009 - Present
UBS May 2008 - April 2009
UBS January 2004 - May 2008
Merrill Lynch 1999 - 2004
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Merrill Lynch 1995 - 1996
Major Market Banks 1982 - 1995
Skills
Financial Analysis, Series 7, Investments, Retirement Planning, Strategic Planning, Loans, Portfolio Management
Education
Texas A&M University 1977 — 1982
Bachelor of Science
University of Pennsylvania - The Wharton School
Executive Leadership Program
Anthony C. Pyzikiewicz's Merrill Lynch Experience September 2012 - May 2013
Job Corporate Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Dauphin County Court of Common Pleas January 2014 - January 2014
JPMorgan Chase June 2013 - August 2013
Merrill Lynch September 2012 - May 2013
Country Club of Harrisburg July 2011 - May 2013
PAC Financial July 2012 - August 2012
The William C. Dunkelberg Owl Fund January 2011 - May 2012
Skills
Capital IQ, Leadership, Analytic Problem Solving, Personal Communication, Foresight, Recruiting, Bloomberg Equity..., PowerPoint, Microsoft Excel, Microsoft Word, Creative Writing, Cisco WebEx, RAMP Trained, Strategic Financial..., Morningstar, Social Media Marketing, Bloomberg Terminal, Equity Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Magna Cum Laude
Temple University Rome 2012 — 2012
Business Communications, Art History
Bishop McDevitt High School
JPMorgan Chase July 2014 - Present
Dauphin County Court of Common Pleas January 2014 - January 2014
JPMorgan Chase June 2013 - August 2013
Merrill Lynch September 2012 - May 2013
Country Club of Harrisburg July 2011 - May 2013
PAC Financial July 2012 - August 2012
The William C. Dunkelberg Owl Fund January 2011 - May 2012
Skills
Capital IQ, Leadership, Analytic Problem Solving, Personal Communication, Foresight, Recruiting, Bloomberg Equity..., PowerPoint, Microsoft Excel, Microsoft Word, Creative Writing, Cisco WebEx, RAMP Trained, Strategic Financial..., Morningstar, Social Media Marketing, Bloomberg Terminal, Equity Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Magna Cum Laude
Temple University Rome 2012 — 2012
Business Communications, Art History
Bishop McDevitt High School
Jonathan Oh's Merrill Lynch Experience October 2014 - January 2015
Job Global Wealth Management Intern @ Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2014 - January 2015
Lee Design Hotel July 2014 - August 2014
Caring Matters Home Care June 2013 - August 2013
Charley's Grilled Subs June 2012 - July 2012
Not Available June 2012 - July 2012
Doubletree Hotel May 2011 - May 2011
Not Available May 2010 - July 2010
UBK Car Wash June 2007 - August 2009
Saladworks, LLC June 2006 - July 2007
Skills
Public Speaking, Marketing, Teamwork
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor's, Finance
Merrill Lynch October 2014 - January 2015
Lee Design Hotel July 2014 - August 2014
Caring Matters Home Care June 2013 - August 2013
Charley's Grilled Subs June 2012 - July 2012
Not Available June 2012 - July 2012
Doubletree Hotel May 2011 - May 2011
Not Available May 2010 - July 2010
UBK Car Wash June 2007 - August 2009
Saladworks, LLC June 2006 - July 2007
Skills
Public Speaking, Marketing, Teamwork
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor's, Finance
Dave Sherotski Dave Sherotski's Merrill Lynch Experience September 2009 - December 2011
Job Financial Planning
Industry Financial Services
Experience
Harvest Group Financial May 2013 - Present
Efficient Market Advisors, LLC 2012 - 2013
Comprehensive Investment Solutions, LLC January 2012 - July 2012
Merrill Lynch September 2009 - December 2011
TD Bank Group May 2006 - September 2009
Skills
Mutual Funds, Securities, Fixed Annuities, Investments, Portfolio Management, Finance, Public Speaking, IRAs, Roth IRA, Series 63, Financial Services, Series 7
Education
Temple University 2001 — 2007
Bachelors, Business Administration
Harvest Group Financial May 2013 - Present
Efficient Market Advisors, LLC 2012 - 2013
Comprehensive Investment Solutions, LLC January 2012 - July 2012
Merrill Lynch September 2009 - December 2011
TD Bank Group May 2006 - September 2009
Skills
Mutual Funds, Securities, Fixed Annuities, Investments, Portfolio Management, Finance, Public Speaking, IRAs, Roth IRA, Series 63, Financial Services, Series 7
Education
Temple University 2001 — 2007
Bachelors, Business Administration
Joseph Tarascio Joseph Tarascio's Merrill Lynch Experience September 2006 - September 2009
Job Assistant Manager at Resource Residential
Industry Real Estate
Experience
Resource Residential January 2014 - Present
Resource Residential November 2011 - January 2014
SJI Jackson Real Estate February 2011 - February 2012
Pippo's Pizza & Pasta October 2009 - August 2010
Merrill Lynch September 2006 - September 2009
A.T. Properties May 2001 - August 2006
Skills
Asset Managment, Real Estate, Investments, Property Management, Financial Analysis, Investment Properties, Real Estate Economics, Due Diligence, Valuation, Credit, Finance, Apartments, Property, Tenant
Education
Temple University - Fox School of Business and Management 2010 — 2011
PA Realtor Licenses, Real Estate
West Virginia University 2002 — 2006
BS, Business Administration
Resource Residential January 2014 - Present
Resource Residential November 2011 - January 2014
SJI Jackson Real Estate February 2011 - February 2012
Pippo's Pizza & Pasta October 2009 - August 2010
Merrill Lynch September 2006 - September 2009
A.T. Properties May 2001 - August 2006
Skills
Asset Managment, Real Estate, Investments, Property Management, Financial Analysis, Investment Properties, Real Estate Economics, Due Diligence, Valuation, Credit, Finance, Apartments, Property, Tenant
Education
Temple University - Fox School of Business and Management 2010 — 2011
PA Realtor Licenses, Real Estate
West Virginia University 2002 — 2006
BS, Business Administration
Tim Foy Tim Foy's Merrill Lynch Experience 2005 - July 2008
Job Director, Strategy and Planning at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2012 - Present
Prudential Financial 2009 - March 2012
Merrill Lynch 2005 - July 2008
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2001
Merrill Lynch 1998 - 1999
Merrill Lynch 1995 - 1997
Merrill Lynch 1993 - 1995
Skills
Leadership, Strategy, Business Development, Cross-functional Team..., Vendor Management, Analysis, Process Improvement, Training, Marketing, Business Intelligence, Strategic Planning, Project Management, Insurance, Management, Financial Services, Program Management
Education
Temple University 1989 — 1992
Bachelor of Business Administration (BBA), Finance & Marketing
Prudential Financial April 2012 - Present
Prudential Financial 2009 - March 2012
Merrill Lynch 2005 - July 2008
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2001
Merrill Lynch 1998 - 1999
Merrill Lynch 1995 - 1997
Merrill Lynch 1993 - 1995
Skills
Leadership, Strategy, Business Development, Cross-functional Team..., Vendor Management, Analysis, Process Improvement, Training, Marketing, Business Intelligence, Strategic Planning, Project Management, Insurance, Management, Financial Services, Program Management
Education
Temple University 1989 — 1992
Bachelor of Business Administration (BBA), Finance & Marketing
Bryant Wolfson's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
St. James’s Place Wealth Management 2014 - August 2014
Advicorp PLC May 2013 - July 2013
Project Challenge September 2009 - June 2010
Skills
Investments, Equities, Microsoft Excel, Bloomberg, Accounting, Leadership, Finance, Derivatives, Bloomberg Terminal, Economics, Financial Analysis, Business Analysis, Data Analysis, Analysis, Investing, Access, Organic Farming, Valuation, Stand-up Comedy, British Sign Language, Meteorology, Series 7, Series 63, Series 65
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelors of Business Administration, FInance/Accounting
Long Beach High School 2007 — 2011
Merrill Lynch June 2015 - Present
St. James’s Place Wealth Management 2014 - August 2014
Advicorp PLC May 2013 - July 2013
Project Challenge September 2009 - June 2010
Skills
Investments, Equities, Microsoft Excel, Bloomberg, Accounting, Leadership, Finance, Derivatives, Bloomberg Terminal, Economics, Financial Analysis, Business Analysis, Data Analysis, Analysis, Investing, Access, Organic Farming, Valuation, Stand-up Comedy, British Sign Language, Meteorology, Series 7, Series 63, Series 65
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelors of Business Administration, FInance/Accounting
Long Beach High School 2007 — 2011
Joe Calao, CIMA, CRPC, CRPS's Merrill Lynch Experience September 1996 - January 2009
Job First Vice President, Retirement Plan Consultant
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch September 1996 - January 2009
Education
Texas A&M University 1982 — 1987
Bachelor of Arts (BA), Speech Communication
texas a&M university 1982 — 1987
Bachelor of Arts (B.A.)
UBS Financial Services January 2009 - Present
Merrill Lynch September 1996 - January 2009
Education
Texas A&M University 1982 — 1987
Bachelor of Arts (BA), Speech Communication
texas a&M university 1982 — 1987
Bachelor of Arts (B.A.)
Seth Huber, CFP®'s Merrill Lynch Experience April 2005 - October 2007
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2007 - Present
Merrill Lynch April 2005 - October 2007
Ameriprise Financial Services, Inc. 1999 - 2005
Education
Tennessee State University 1995 — 1998
B.S. ARTS AND SCIENCES
Aquinas college 1993 — 1996
Davidson Academy 1987 — 1993
UBS Financial Services, Inc. October 2007 - Present
Merrill Lynch April 2005 - October 2007
Ameriprise Financial Services, Inc. 1999 - 2005
Education
Tennessee State University 1995 — 1998
B.S. ARTS AND SCIENCES
Aquinas college 1993 — 1996
Davidson Academy 1987 — 1993
Christopher Cassese Christopher Cassese's Merrill Lynch Experience July 1994 - October 2003
Job Managing Partner at Faces Human Capital Management
Industry Human Resources
Experience
Faces Human Capital Management July 2015 - Present
Diversified Human Resources October 2014 - July 2015
Insperity October 2012 - September 2014
Five Rings Financial August 2010 - October 2012
The Results Companies September 2009 - February 2011
HSBC March 2005 - March 2009
J. Kelly @ Associates 2004 - March 2005
TPG TeleManagement October 2003 - August 2004
Merrill Lynch July 1994 - October 2003
Skills
Sales, Customer Service, Customer Acquisition, Customer Engagement, Telemarketing, Call Center..., Call center start-up, Leadership Development, Lead Generation, Vendor Management, Third Party Vendor..., Direct Sales, Financial Services, Call Centers, CRM, Outsourcing, Management, Telecommunications, Leadership, Customer Retention, Training, Sales Process, B2B, Customer Experience, Business Development, Strategy, Program Management, Human Resources, Customer Satisfaction, Marketing, Budgets, Contract Negotiation, Analysis, Business Intelligence, Project Management, Consulting, Process Improvement, Account Management, BPO, Workforce Management, Mergers & Acquisitions, Recruiting, Cross-functional Team..., Six Sigma, Salesforce.com, Team Building, Performance Management, Small Business, Employee Benefits, Strategic Planning
Education
Temple University 1989 — 1993
Communication, General
South Brunswick High School 1985 — 1989
Faces Human Capital Management July 2015 - Present
Diversified Human Resources October 2014 - July 2015
Insperity October 2012 - September 2014
Five Rings Financial August 2010 - October 2012
The Results Companies September 2009 - February 2011
HSBC March 2005 - March 2009
J. Kelly @ Associates 2004 - March 2005
TPG TeleManagement October 2003 - August 2004
Merrill Lynch July 1994 - October 2003
Skills
Sales, Customer Service, Customer Acquisition, Customer Engagement, Telemarketing, Call Center..., Call center start-up, Leadership Development, Lead Generation, Vendor Management, Third Party Vendor..., Direct Sales, Financial Services, Call Centers, CRM, Outsourcing, Management, Telecommunications, Leadership, Customer Retention, Training, Sales Process, B2B, Customer Experience, Business Development, Strategy, Program Management, Human Resources, Customer Satisfaction, Marketing, Budgets, Contract Negotiation, Analysis, Business Intelligence, Project Management, Consulting, Process Improvement, Account Management, BPO, Workforce Management, Mergers & Acquisitions, Recruiting, Cross-functional Team..., Six Sigma, Salesforce.com, Team Building, Performance Management, Small Business, Employee Benefits, Strategic Planning
Education
Temple University 1989 — 1993
Communication, General
South Brunswick High School 1985 — 1989
Sara Castagna Sara Castagna's Merrill Lynch Experience September 2004 - December 2009
Job HR Business Partner at Philadelphia Insurance Companies
Industry Insurance
Experience
Philadelphia Insurance Companies August 2011 - Present
Philadelphia Insurance Companies 2010 - August 2011
Merrill Lynch September 2004 - December 2009
Randstad 1999 - 2003
Skills
Insurance, Workers Compensation, HRIS, Technical Recruiting, Deferred Compensation
Education
Temple University
BA, Advertising (minor Psychology)
Philadelphia Insurance Companies August 2011 - Present
Philadelphia Insurance Companies 2010 - August 2011
Merrill Lynch September 2004 - December 2009
Randstad 1999 - 2003
Skills
Insurance, Workers Compensation, HRIS, Technical Recruiting, Deferred Compensation
Education
Temple University
BA, Advertising (minor Psychology)
Jeffrey Winston's Merrill Lynch Experience April 2002 - January 2005
Job Real Estate Professionl servicing Central New Jersey and referring Nationwide
Industry Real Estate
Experience
Davis Realtors November 2012 - Present
Kaplan Test Prep and Admissions June 2011 - July 2012
Kaplan University January 2009 - August 2011
Ameriprise Financial January 2007 - January 2008
Noso Inc December 2004 - November 2006
Merrill Lynch April 2002 - January 2005
Prudential Securities August 1999 - April 2002
Morgan Stanley April 1993 - August 1999
Skills
Business Development, Marketing Strategy, Management, Marketing, Training, Sales, Leadership, Leadership Development, Adult Education, Public Speaking, Staff Development, Higher Education, Coaching, Customer Service, Salesforce.com, Recruiting, Selling, Team Building, Strategic Planning, Microsoft Office, Sales Management, Business Planning, Strategy
Education
The College of New Jersey 1982 — 1985
BA, Liberal Arts - Communication
Temple University - Fox School of Business and Management 1980 — 1982
Communication and Media Studies
East Brunswick High School 1977 — 1980
Davis Realtors November 2012 - Present
Kaplan Test Prep and Admissions June 2011 - July 2012
Kaplan University January 2009 - August 2011
Ameriprise Financial January 2007 - January 2008
Noso Inc December 2004 - November 2006
Merrill Lynch April 2002 - January 2005
Prudential Securities August 1999 - April 2002
Morgan Stanley April 1993 - August 1999
Skills
Business Development, Marketing Strategy, Management, Marketing, Training, Sales, Leadership, Leadership Development, Adult Education, Public Speaking, Staff Development, Higher Education, Coaching, Customer Service, Salesforce.com, Recruiting, Selling, Team Building, Strategic Planning, Microsoft Office, Sales Management, Business Planning, Strategy
Education
The College of New Jersey 1982 — 1985
BA, Liberal Arts - Communication
Temple University - Fox School of Business and Management 1980 — 1982
Communication and Media Studies
East Brunswick High School 1977 — 1980
Rick Altman Rick Altman's Merrill Lynch Experience 1992 - 1993
Job
Industry Insurance
Experience
Radian Guaranty Inc. July 2003 - Present
Pearson North America August 2000 - May 2003
Kaplan 1999 - 2001
American Express January 1999 - October 1999
Citibank August 1993 - December 1998
Merrill Lynch 1992 - 1993
Accenture 1988 - 1992
Skills
Strategy, Start-ups, Leadership, Strategic Planning, Training, Sales, Customer Service, Risk Management, Mergers & Acquisitions, Project Management, Executive Management, Change Management, Process Improvement, Credit, Program Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA
University of California, Berkeley 1984 — 1988
Bachelor of Arts (B.A.), International Economics
Leland 1981 — 1984
Temple University - Fox School of Business and Management
Radian Guaranty Inc. July 2003 - Present
Pearson North America August 2000 - May 2003
Kaplan 1999 - 2001
American Express January 1999 - October 1999
Citibank August 1993 - December 1998
Merrill Lynch 1992 - 1993
Accenture 1988 - 1992
Skills
Strategy, Start-ups, Leadership, Strategic Planning, Training, Sales, Customer Service, Risk Management, Mergers & Acquisitions, Project Management, Executive Management, Change Management, Process Improvement, Credit, Program Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA
University of California, Berkeley 1984 — 1988
Bachelor of Arts (B.A.), International Economics
Leland 1981 — 1984
Temple University - Fox School of Business and Management
Robert Kost Robert Kost's Merrill Lynch Experience September 2010 - April 2011
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
TD May 2014 - August 2014
UBS September 2013 - May 2014
Merrill Lynch September 2010 - April 2011
Skills
Leadership, Finance, Financial Analysis, Spanish, Teaching, Microsoft Excel, Capital IQ, Analytical Problem..., Bloomberg Equity..., Bloomberg Terminal, Equity Research, Valuation, PowerPoint, Access, Teamwork, Financial Modeling
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Double Major: Finance & Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Business Analysis & Valuation, Economics of European Integration
Temple University Rome 2012 — 2012
Art History, Business Communications
J.P. Morgan July 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
TD May 2014 - August 2014
UBS September 2013 - May 2014
Merrill Lynch September 2010 - April 2011
Skills
Leadership, Finance, Financial Analysis, Spanish, Teaching, Microsoft Excel, Capital IQ, Analytical Problem..., Bloomberg Equity..., Bloomberg Terminal, Equity Research, Valuation, PowerPoint, Access, Teamwork, Financial Modeling
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Double Major: Finance & Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Business Analysis & Valuation, Economics of European Integration
Temple University Rome 2012 — 2012
Art History, Business Communications
Jason Moskal Jason Moskal's Merrill Lynch Experience May 2008 - August 2009
Job Millenium Partners
Industry Financial Services
Experience
Millennium Partners September 2013 - Present
Nomura Securities August 2009 - September 2013
Merrill Lynch May 2008 - August 2009
Merrill Lynch February 2007 - May 2008
Cantor Fitzgerald July 2003 - February 2007
Lehman Brothers March 2001 - July 2003
PRUDENTIAL SECURITIES July 1999 - March 2001
JPMorgan Chase 1998 - 1998
Skills
Fixed Income, Equities, Finance, Investments, Banking, Trading, Cash Management, Prime Brokerage, Funding, Settlement, Loans
Education
Temple University - Fox School of Business and Management 1995 — 1999
BBA, International Business and Marketing
Millennium Partners September 2013 - Present
Nomura Securities August 2009 - September 2013
Merrill Lynch May 2008 - August 2009
Merrill Lynch February 2007 - May 2008
Cantor Fitzgerald July 2003 - February 2007
Lehman Brothers March 2001 - July 2003
PRUDENTIAL SECURITIES July 1999 - March 2001
JPMorgan Chase 1998 - 1998
Skills
Fixed Income, Equities, Finance, Investments, Banking, Trading, Cash Management, Prime Brokerage, Funding, Settlement, Loans
Education
Temple University - Fox School of Business and Management 1995 — 1999
BBA, International Business and Marketing
Philip Rettew Philip Rettew's Merrill Lynch Experience April 1979 - January 2002
Job Selfemployed
Industry Financial Services
Experience
Technical Observations February 2010 - Present
Princeton Fin April 2002 - 2010
Merrill Lynch April 1979 - January 2002
Skills
Trading systems, Trading, Analysis, Equities, Quantitative Research, Investments, Options, Financial Modeling, Financial Markets, Portfolio Management, Research, Analytics, Risk Management, Financial Analysis, Data Analysis
Education
Temple University 1971 — 1973
M.A., Psychology
Yale University 1963 — 1967
BA, Psychology, Philoso[hy
Technical Observations February 2010 - Present
Princeton Fin April 2002 - 2010
Merrill Lynch April 1979 - January 2002
Skills
Trading systems, Trading, Analysis, Equities, Quantitative Research, Investments, Options, Financial Modeling, Financial Markets, Portfolio Management, Research, Analytics, Risk Management, Financial Analysis, Data Analysis
Education
Temple University 1971 — 1973
M.A., Psychology
Yale University 1963 — 1967
BA, Psychology, Philoso[hy
Jelani Roy's Merrill Lynch Experience June 1998 - August 1998
Job None
Industry Internet
Experience
plyfe (plyfe.me) January 2012 - Present
JRoy Management January 2010 - January 2012
Dewey & LeBoeuf LLP 2004 - 2009
Continental Airlines June 2000 - August 2000
Merrill Lynch June 1998 - August 1998
Skills
Legal Writing, Intellectual Property, Corporate Law, Editing, Litigation, Commercial Litigation, Sports Management, Licensing, Legal Research, Mediation, Civil Litigation, Start-ups, Management
Education
Temple University - James E. Beasley School of Law 2006 — 2009
Juris Doctor (J.D.), Law
University of Wisconsin-Madison 1999 — 2004
Bachelor's Degree, History
plyfe (plyfe.me) January 2012 - Present
JRoy Management January 2010 - January 2012
Dewey & LeBoeuf LLP 2004 - 2009
Continental Airlines June 2000 - August 2000
Merrill Lynch June 1998 - August 1998
Skills
Legal Writing, Intellectual Property, Corporate Law, Editing, Litigation, Commercial Litigation, Sports Management, Licensing, Legal Research, Mediation, Civil Litigation, Start-ups, Management
Education
Temple University - James E. Beasley School of Law 2006 — 2009
Juris Doctor (J.D.), Law
University of Wisconsin-Madison 1999 — 2004
Bachelor's Degree, History
Kaushal Munshi Kaushal Munshi's Merrill Lynch Experience November 2007 - June 2010
Job AVP Regulatory Solutions
Industry Financial Services
Experience
Citi January 2014 - Present
Bank of America June 2010 - December 2013
Merrill Lynch November 2007 - June 2010
Wachovia June 2006 - September 2007
Habitat for Humanity January 2001 - January 2006
Skills
Fixed Income, Equities, FX Options, Trading, Banking, Financial Services, Middle Office, Credit, Settlement, Commodity, Cash Management, CDS, Derivatives, Finance, Account Reconciliation, Investment Banking, Hedge Funds, Capital Markets, Portfolio Management, Securities, Financial Markets, Back Office, Credit Derivatives, Dodd-Frank
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration, Finance
Citi January 2014 - Present
Bank of America June 2010 - December 2013
Merrill Lynch November 2007 - June 2010
Wachovia June 2006 - September 2007
Habitat for Humanity January 2001 - January 2006
Skills
Fixed Income, Equities, FX Options, Trading, Banking, Financial Services, Middle Office, Credit, Settlement, Commodity, Cash Management, CDS, Derivatives, Finance, Account Reconciliation, Investment Banking, Hedge Funds, Capital Markets, Portfolio Management, Securities, Financial Markets, Back Office, Credit Derivatives, Dodd-Frank
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration, Finance
Marat Grichener Marat Grichener's Merrill Lynch Experience 1996 - 1997
Job Principal technologist at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ July 2008 - Present
Philadelphia Stock Exchange 1997 - July 2008
Merrill Lynch 1996 - 1997
Bell Atlantic / Verizon June 1993 - 1996
Skills
C++, Java, Unix, Multithreading, Low Latency, Performance Tuning, Distributed Systems, C, Linux, Eclipse, Shell Scripting, Solaris, Network Programming, Exchange Connectivity, Sockets, STL, High Performance..., TCP/IP, Trading Systems, Unix Shell Scripting
Education
Temple University 1990 — 1993
NASDAQ July 2008 - Present
Philadelphia Stock Exchange 1997 - July 2008
Merrill Lynch 1996 - 1997
Bell Atlantic / Verizon June 1993 - 1996
Skills
C++, Java, Unix, Multithreading, Low Latency, Performance Tuning, Distributed Systems, C, Linux, Eclipse, Shell Scripting, Solaris, Network Programming, Exchange Connectivity, Sockets, STL, High Performance..., TCP/IP, Trading Systems, Unix Shell Scripting
Education
Temple University 1990 — 1993
Stephen E. Green, CFP(R) Stephen E. Green, CFP(R)'s Merrill Lynch Experience November 2002 - August 2008
Job Managing Principal at OPTIMUM Wealth Management LLC Helping families and individuals secure their financial futures
Industry Financial Services
Experience
OPTIMUM Wealth Management LLC 2008 - Present
Merrill Lynch November 2002 - August 2008
Smith Barney April 1996 - November 2002
Skills
Wealth Management, Financial Planning, Investments, Asset Management, Portfolio Management, Retirement Planning, Asset Allocation, Life Insurance, Long Term Care Insurance, Social Security...
Education
Washington University in St. Louis - Olin Business School 1980 — 1983
MBA
Texas A&M University 1976 — 1980
B.S. Secondary Education, Education
OPTIMUM Wealth Management LLC 2008 - Present
Merrill Lynch November 2002 - August 2008
Smith Barney April 1996 - November 2002
Skills
Wealth Management, Financial Planning, Investments, Asset Management, Portfolio Management, Retirement Planning, Asset Allocation, Life Insurance, Long Term Care Insurance, Social Security...
Education
Washington University in St. Louis - Olin Business School 1980 — 1983
MBA
Texas A&M University 1976 — 1980
B.S. Secondary Education, Education
Nicholas E. Stern, CFP®'s Merrill Lynch Experience July 2011 - October 2012
Job CERTIFIED FINANCIAL PLANNER™ professional at Robert L. Stern Financial Services
Industry Financial Services
Experience
Robert L. Stern Financial Services October 2012 - Present
Merrill Lynch July 2011 - October 2012
AXA September 2009 - June 2011
Skills
Comprehensive Wealth..., Investment Strategies, Retirement Planning, Estate Planning, College Savings Plans, Trust Services, Insurance Planning, Investment Portfolios, Budget Management, Communication, Investment Education, Stock Market Analysis, Qualified Retirement..., Tax Reduction, Financial Goals
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor's, Risk Management and Insurance
Robert L. Stern Financial Services October 2012 - Present
Merrill Lynch July 2011 - October 2012
AXA September 2009 - June 2011
Skills
Comprehensive Wealth..., Investment Strategies, Retirement Planning, Estate Planning, College Savings Plans, Trust Services, Insurance Planning, Investment Portfolios, Budget Management, Communication, Investment Education, Stock Market Analysis, Qualified Retirement..., Tax Reduction, Financial Goals
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor's, Risk Management and Insurance
Philip Rettew Philip Rettew's Merrill Lynch Experience 1976 - 2001
Job Freelance Technical Market Analyst
Industry Financial Services
Experience
Independent Vice President ResearchPrinceton Financial Group LLC2002 - 2010
Merrill Lynch 1976 - 2001
Skills
Technical Analysis of..., Developed effective..., Equities, Investments, Portfolio Management, Asset Managment, Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Hedge Funds, Quantitative Analytics, Economics, Equity Research, Investment Strategies, Bloomberg, Fixed Income, Trading, Capital Markets, Research, Statistics, Financial Markets, Securities, Options, Alternative Investments, Trading Systems
Education
Temple University 1971 — 1973
Master of Arts (M.A.), Psychology
Yale University 1963 — 1967
Bachelor of Arts (B.A.), Psychology
Reading Senior High School 1961 — 1963
Diploma, College Prep
Independent Vice President ResearchPrinceton Financial Group LLC2002 - 2010
Merrill Lynch 1976 - 2001
Skills
Technical Analysis of..., Developed effective..., Equities, Investments, Portfolio Management, Asset Managment, Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Hedge Funds, Quantitative Analytics, Economics, Equity Research, Investment Strategies, Bloomberg, Fixed Income, Trading, Capital Markets, Research, Statistics, Financial Markets, Securities, Options, Alternative Investments, Trading Systems
Education
Temple University 1971 — 1973
Master of Arts (M.A.), Psychology
Yale University 1963 — 1967
Bachelor of Arts (B.A.), Psychology
Reading Senior High School 1961 — 1963
Diploma, College Prep
Christian Archut, CPCU, ARM Christian Archut, CPCU, ARM's Merrill Lynch Experience March 2005 - May 2007
Job Assistant Account Manager at The Graham Company
Industry Insurance
Experience
The Graham Company January 2011 - Present
The Graham Company July 2007 - January 2011
Merrill Lynch March 2005 - May 2007
Skills
Property & Casualty..., Insurance, Commercial Insurance, Workers Compensation, Risk Management, Liability, Legal Liability, Brokers, General Insurance, Casualty, Settlement, Employment Practices...
Education
Temple University - Fox School of Business and Management 2000 — 2005
Bachelor of Business Administration, Finance
Archbishop Wood High School 1996 — 2000
The Graham Company January 2011 - Present
The Graham Company July 2007 - January 2011
Merrill Lynch March 2005 - May 2007
Skills
Property & Casualty..., Insurance, Commercial Insurance, Workers Compensation, Risk Management, Liability, Legal Liability, Brokers, General Insurance, Casualty, Settlement, Employment Practices...
Education
Temple University - Fox School of Business and Management 2000 — 2005
Bachelor of Business Administration, Finance
Archbishop Wood High School 1996 — 2000
Tom Smyth Tom Smyth's Merrill Lynch Experience July 1994 - February 2000
Job Relationship Manager at Empower
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Vanguard February 2000 - January 2015
Merrill Lynch July 1994 - February 2000
Skills
Qualified Retirement..., Defined Contribution, Mutual Funds, Series 63, Investments, 401k, Retirement, Relationship Management, Series 6
Education
Temple University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Father Judge High School 1984 — 1988
EMPOWER Retirement January 2015 - Present
Vanguard February 2000 - January 2015
Merrill Lynch July 1994 - February 2000
Skills
Qualified Retirement..., Defined Contribution, Mutual Funds, Series 63, Investments, 401k, Retirement, Relationship Management, Series 6
Education
Temple University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Father Judge High School 1984 — 1988
Stavros (Steve) Siokos Stavros (Steve) Siokos's Merrill Lynch Experience December 1997 - September 1999
Job Construction Management & Real Estate Developer at TradeMark GC, LLC
Industry Financial Services
Experience
TradeMark GC, LLC January 2010 - Present
Delta Loans, LLC February 2003 - December 2010
Chase Home Finance December 2001 - February 2003
Merrill Lynch December 1997 - September 1999
Delaware Investments September 1996 - November 1997
PFPC January 1996 - September 1996
Skills
Insurance, Mortgage Lending, Loans, Banking, Underwriting, Relationship Management, Real Estate, Strategic Planning, Commercial Lending, Business Development, Sales, Management, Investments, Credit, Customer Service, Wealth Management, Strategic Financial..., Portfolio Management, Asset Management, Asset Allocation, Risk Management, Financial Services, Due Diligence, Finance, Equities, Private Equity, Commercial Mortgages, Residential Mortgages, Small Business, Refinance, Series 7, Alternative Investments, Real Estate Financing, Mortgage Banking
Education
Temple University 1991 — 1995
BBA, Accounting
Drexel University 1990 — 1991
Bachelor of Engineering (B.E.), Architectural Engineering
Holy Ghost Prep 1986 — 1990
High School Diploma, Summa Cum Laude
TradeMark GC, LLC January 2010 - Present
Delta Loans, LLC February 2003 - December 2010
Chase Home Finance December 2001 - February 2003
Merrill Lynch December 1997 - September 1999
Delaware Investments September 1996 - November 1997
PFPC January 1996 - September 1996
Skills
Insurance, Mortgage Lending, Loans, Banking, Underwriting, Relationship Management, Real Estate, Strategic Planning, Commercial Lending, Business Development, Sales, Management, Investments, Credit, Customer Service, Wealth Management, Strategic Financial..., Portfolio Management, Asset Management, Asset Allocation, Risk Management, Financial Services, Due Diligence, Finance, Equities, Private Equity, Commercial Mortgages, Residential Mortgages, Small Business, Refinance, Series 7, Alternative Investments, Real Estate Financing, Mortgage Banking
Education
Temple University 1991 — 1995
BBA, Accounting
Drexel University 1990 — 1991
Bachelor of Engineering (B.E.), Architectural Engineering
Holy Ghost Prep 1986 — 1990
High School Diploma, Summa Cum Laude
Richard Cather's Merrill Lynch Experience June 1997 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 1997 - Present
Northrop Grumman Corporation March 1983 - June 1997
Skills
Investments, Asset Allocation, Series 7, Strategy, Retirement, Investment Management, Insurance, Small Business, FINRA, Time Management, Portfolio Management, Equities, Wealth Management, Fixed Income, Financial Modeling, Mutual Funds, Investment Banking, Bloomberg, Valuation, Financial Analysis
Education
Texas Christian University 1972 — 1974
Bachelor of Business Administration (B.B.A.), Management
Texas A&M University 1968 — 1972
Business Administration and Management, General
Merrill Lynch June 1997 - Present
Northrop Grumman Corporation March 1983 - June 1997
Skills
Investments, Asset Allocation, Series 7, Strategy, Retirement, Investment Management, Insurance, Small Business, FINRA, Time Management, Portfolio Management, Equities, Wealth Management, Fixed Income, Financial Modeling, Mutual Funds, Investment Banking, Bloomberg, Valuation, Financial Analysis
Education
Texas Christian University 1972 — 1974
Bachelor of Business Administration (B.B.A.), Management
Texas A&M University 1968 — 1972
Business Administration and Management, General
Donald J Boughrum's Merrill Lynch Experience January 1988 - February 1995
Job Global Fixed Income Sales
Industry Investment Banking
Experience
Credit Suisse August 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers June 2000 - September 2008
Dresdner Bank ZAO April 1995 - October 1999
Merrill Lynch January 1988 - February 1995
Skills
Investments, Capital Markets, Fixed Income, Derivatives, Bonds, Equities, Alternative Investments, Emerging Markets, Sales, Hedge Funds, Structured Products, Financial Markets, Investment Banking, Portfolio Management, Series 7, Trading, Asset Management
Education
Rider University
B.S., Finance
Temple University - Fox School of Business and Management
MBA, Marketing/Marketing Management
Credit Suisse August 2011 - Present
Barclays Capital September 2008 - June 2011
Lehman Brothers June 2000 - September 2008
Dresdner Bank ZAO April 1995 - October 1999
Merrill Lynch January 1988 - February 1995
Skills
Investments, Capital Markets, Fixed Income, Derivatives, Bonds, Equities, Alternative Investments, Emerging Markets, Sales, Hedge Funds, Structured Products, Financial Markets, Investment Banking, Portfolio Management, Series 7, Trading, Asset Management
Education
Rider University
B.S., Finance
Temple University - Fox School of Business and Management
MBA, Marketing/Marketing Management
Evan McCaffrey's Merrill Lynch Experience November 2010 - January 2014
Job Senior Associate at EY
Industry Financial Services
Experience
EY February 2014 - Present
Merrill Lynch November 2010 - January 2014
TD June 2008 - October 2010
Skills
Process Improvement, Customer Service, Employee Training, Staff Development, Procedure Development, Financial Analysis, Business Strategy, Operational Efficiency, Cost Basis Reporting, Financial Statements, Microsoft Excel, Six Sigma, Finance, Customer Satisfaction, PowerPoint, Accounting, Public Speaking, Sales
Education
West Chester University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Temple University
Upper Dublin High School 2002 — 2006
EY February 2014 - Present
Merrill Lynch November 2010 - January 2014
TD June 2008 - October 2010
Skills
Process Improvement, Customer Service, Employee Training, Staff Development, Procedure Development, Financial Analysis, Business Strategy, Operational Efficiency, Cost Basis Reporting, Financial Statements, Microsoft Excel, Six Sigma, Finance, Customer Satisfaction, PowerPoint, Accounting, Public Speaking, Sales
Education
West Chester University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Temple University
Upper Dublin High School 2002 — 2006
john matusiak john matusiak's Merrill Lynch Experience
Job vice president at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Equities, Fixed Income
Education
Temple University 1988 — 1993
Bachelor of Business Administration (BBA), International Business
Merrill Lynch
Skills
Equities, Fixed Income
Education
Temple University 1988 — 1993
Bachelor of Business Administration (BBA), International Business
Kristin Myers's Merrill Lynch Experience November 2011 - March 2013
Job Manager of Special Projects at National Philanthropic Trust
Industry Financial Services
Experience
National Philanthropic Trust April 2013 - Present
Merrill Lynch November 2011 - March 2013
Vanguard Charitable Endowment Program July 2011 - November 2011
Vanguard Charitable Endowment Program May 2009 - July 2011
Vanguard Charitable Endowment Program August 2007 - April 2009
The Vanguard Group May 2007 - July 2007
Citizens Bank November 2005 - May 2007
Skills
Non-profits, Marketing Communications, Project Management, Coaching, Team Building, Project Planning, PowerPoint, Public Speaking, Salesforce.com, Nonprofits, Advertising, Email Marketing, Sales, Public Relations, CRM, Customer Service, Event Planning, Philanthropy, Social Networking, Social Media, Fundraising
Education
Temple University
Bachelor of Arts (B.A.), Broadcasting, Telecommunications & Mass Media
National Philanthropic Trust April 2013 - Present
Merrill Lynch November 2011 - March 2013
Vanguard Charitable Endowment Program July 2011 - November 2011
Vanguard Charitable Endowment Program May 2009 - July 2011
Vanguard Charitable Endowment Program August 2007 - April 2009
The Vanguard Group May 2007 - July 2007
Citizens Bank November 2005 - May 2007
Skills
Non-profits, Marketing Communications, Project Management, Coaching, Team Building, Project Planning, PowerPoint, Public Speaking, Salesforce.com, Nonprofits, Advertising, Email Marketing, Sales, Public Relations, CRM, Customer Service, Event Planning, Philanthropy, Social Networking, Social Media, Fundraising
Education
Temple University
Bachelor of Arts (B.A.), Broadcasting, Telecommunications & Mass Media
Louis Cannataro Louis Cannataro's Merrill Lynch Experience May 2011 - August 2011
Job Associate at Northwestern Mutual
Industry Financial Services
Experience
Park Avenue Financial June 2014 - Present
Northwestern Mutual January 2013 - May 2013
Aerotek July 2013 - May 2014
Lincoln Financial Advisors - Lighthouse Planning Consultants August 2011 - January 2012
Merrill Lynch May 2011 - August 2011
HFP Capital Markets LLC May 2010 - August 2010
Northwestern Mutual May 2009 - August 2009
Skills
Sales, Marketing, Microsoft Excel, Finance, Human Resources, Leadership, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Financial Planning, Life Insurance, Wealth Management, Public Speaking, Team Leadership, Contract Negotiation, Investments, Resume Writing, Building Relationships, Bloomberg Terminal, Morningstar, Outlook, Social Networking, Teamwork, Screening Resumes, Talent Acquisition, Social Media, Cold Calling, Recruiting, Staffing Services, College Recruiting, Employee Relations, Long Term Care Insurance, Disability Insurance, 401k Rollovers, Estate Planning
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor's degree, Finance and Marketing
Park Avenue Financial June 2014 - Present
Northwestern Mutual January 2013 - May 2013
Aerotek July 2013 - May 2014
Lincoln Financial Advisors - Lighthouse Planning Consultants August 2011 - January 2012
Merrill Lynch May 2011 - August 2011
HFP Capital Markets LLC May 2010 - August 2010
Northwestern Mutual May 2009 - August 2009
Skills
Sales, Marketing, Microsoft Excel, Finance, Human Resources, Leadership, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Financial Planning, Life Insurance, Wealth Management, Public Speaking, Team Leadership, Contract Negotiation, Investments, Resume Writing, Building Relationships, Bloomberg Terminal, Morningstar, Outlook, Social Networking, Teamwork, Screening Resumes, Talent Acquisition, Social Media, Cold Calling, Recruiting, Staffing Services, College Recruiting, Employee Relations, Long Term Care Insurance, Disability Insurance, 401k Rollovers, Estate Planning
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor's degree, Finance and Marketing
Peter Chung's Merrill Lynch Experience January 2011 - May 2012
Job TMT Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2015 - Present
BB&T September 2013 - January 2015
BB&T January 2013 - September 2013
Merrill Lynch January 2011 - May 2012
Education
Temple University - Fox School of Business and Management 2008 — 2012
BBA, Finance
SunTrust Robinson Humphrey January 2015 - Present
BB&T September 2013 - January 2015
BB&T January 2013 - September 2013
Merrill Lynch January 2011 - May 2012
Education
Temple University - Fox School of Business and Management 2008 — 2012
BBA, Finance
Isabella Lopez Isabella Lopez's Merrill Lynch Experience April 2013 - Present
Job Program Manager at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch April 2013 - Present
hibu December 2012 - March 2013
LevLane Advertising September 2011 - April 2012
Pennsylvania House of Representatives August 2010 - December 2010
Skills
Social Media, Speech Writing, Microsoft Office, Cision, Fatwire, Outlook, Strategic Communications, Blogging, Event Planning, Public Relations, Marketing, Crisis Communications, SEO, Social Media Marketing, Public Speaking, Press Releases, Media Relations, Advertising, Social Networking
Education
Temple University 2007 — 2012
Bachelor of Arts (BA), Strategic Communication
University of Pittsburgh 2007 — 2009
Spanish and Political Science
Merrill Lynch April 2013 - Present
hibu December 2012 - March 2013
LevLane Advertising September 2011 - April 2012
Pennsylvania House of Representatives August 2010 - December 2010
Skills
Social Media, Speech Writing, Microsoft Office, Cision, Fatwire, Outlook, Strategic Communications, Blogging, Event Planning, Public Relations, Marketing, Crisis Communications, SEO, Social Media Marketing, Public Speaking, Press Releases, Media Relations, Advertising, Social Networking
Education
Temple University 2007 — 2012
Bachelor of Arts (BA), Strategic Communication
University of Pittsburgh 2007 — 2009
Spanish and Political Science
Nicholas Mezick's Merrill Lynch Experience February 2010 - June 2011
Job Equity Research Associate at Nomura Securities
Industry Financial Services
Experience
Nomura Securities January 2015 - Present
Ironshore June 2011 - December 2014
Merrill Lynch February 2010 - June 2011
Straight Edge Landscaping January 2004 - June 2011
Skills
Excel, Equities, Financial Analysis, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelors, Finance
Nomura Securities January 2015 - Present
Ironshore June 2011 - December 2014
Merrill Lynch February 2010 - June 2011
Straight Edge Landscaping January 2004 - June 2011
Skills
Excel, Equities, Financial Analysis, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelors, Finance
Thomas Ho Thomas Ho's Merrill Lynch Experience October 1998 - July 2000
Job Executive Director Operational Risk Management at UBS
Industry Oil & Energy
Experience
UBS July 2012 - Present
UBS November 2010 - June 2012
Noble Group June 2010 - November 2010
Entergy Corporation (Enexus Corporation) September 2008 - June 2010
Societe Generale December 2006 - September 2008
Exelon Corporation June 2001 - December 2006
Merrill Lynch October 1998 - July 2000
PNC Bank January 1997 - October 1998
Skills
Credit Risk, Risk, Commodities, Credit, Banking, Energy, Trading, Risk Management, Derivatives, Credit Analysis, Corporate Finance, Energy Trading, Risk Analysis, Commodity Markets, Financial Modeling, Financial Risk, Commodity
Education
.
MBA, Finance
Temple University
Bachelor of Business Administration (B.B.A.), Finance and Strategic Management
UBS July 2012 - Present
UBS November 2010 - June 2012
Noble Group June 2010 - November 2010
Entergy Corporation (Enexus Corporation) September 2008 - June 2010
Societe Generale December 2006 - September 2008
Exelon Corporation June 2001 - December 2006
Merrill Lynch October 1998 - July 2000
PNC Bank January 1997 - October 1998
Skills
Credit Risk, Risk, Commodities, Credit, Banking, Energy, Trading, Risk Management, Derivatives, Credit Analysis, Corporate Finance, Energy Trading, Risk Analysis, Commodity Markets, Financial Modeling, Financial Risk, Commodity
Education
.
MBA, Finance
Temple University
Bachelor of Business Administration (B.B.A.), Finance and Strategic Management
Stan Kutler Stan Kutler's Merrill Lynch Experience 2006 - 2008
Job Product Development and Strategy at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2014 - Present
Prudential Financial 2008 - 2013
Merrill Lynch 2006 - 2008
The BISYS Group / InvestorForce January 2006 - December 2006
Prudential Financial January 2004 - December 2006
SEI Investments 1989 - 2002
Skills
Series 7, Separately Managed..., Mutual Funds, Product Development, Alternative Investments, ETFs, Series 24, Wealth Management, Product Management, Securities, Financial Services, Management, Asset Allocation, Asset Management, Series 63, Hedge Funds, FINRA, Fixed Income, Investment Advisory
Education
Temple University - Fox School of Business and Management
BBA, Finance
Widener University
MBA, Finance
OppenheimerFunds 2014 - Present
Prudential Financial 2008 - 2013
Merrill Lynch 2006 - 2008
The BISYS Group / InvestorForce January 2006 - December 2006
Prudential Financial January 2004 - December 2006
SEI Investments 1989 - 2002
Skills
Series 7, Separately Managed..., Mutual Funds, Product Development, Alternative Investments, ETFs, Series 24, Wealth Management, Product Management, Securities, Financial Services, Management, Asset Allocation, Asset Management, Series 63, Hedge Funds, FINRA, Fixed Income, Investment Advisory
Education
Temple University - Fox School of Business and Management
BBA, Finance
Widener University
MBA, Finance
Jarrett Plantarich Jarrett Plantarich's Merrill Lynch Experience October 2008 - June 2011
Job Project Analyst at Bank of America
Industry Financial Services
Experience
Bank of America December 2014 - Present
Merrill Lynch Trust Company May 2011 - December 2014
Merrill Lynch October 2008 - June 2011
Bio-Imaging Technologies, Inc. July 2008 - October 2008
Skills
Business Process..., Risk Management, Team Leadership, Self-driven, Analytical Skills, Innovative Problem..., Solutions Driven, Microsoft Excel, MS Excel Pivot Tables, Operations Management, Program Management, CRM
Education
Temple University
Master of Health Informatics, Health Informatics
York College of Pennsylvania 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
York College of Pennsylvania
Bachelor of Science, Business Administration, Management/Human Resources
Bank of America December 2014 - Present
Merrill Lynch Trust Company May 2011 - December 2014
Merrill Lynch October 2008 - June 2011
Bio-Imaging Technologies, Inc. July 2008 - October 2008
Skills
Business Process..., Risk Management, Team Leadership, Self-driven, Analytical Skills, Innovative Problem..., Solutions Driven, Microsoft Excel, MS Excel Pivot Tables, Operations Management, Program Management, CRM
Education
Temple University
Master of Health Informatics, Health Informatics
York College of Pennsylvania 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
York College of Pennsylvania
Bachelor of Science, Business Administration, Management/Human Resources
Johnny Mays's Merrill Lynch Experience June 2009 - June 2011
Job Risk Assurance at PwC
Industry Information Technology and Services
Experience
PwC October 2014 - Present
VillaSport Athletic Club and Spa October 2013 - Present
FiveStars October 2012 - June 2013
KPMG LLP July 2011 - October 2012
Merrill Lynch June 2009 - June 2011
Vector Marketing June 2006 - May 2009
Skills
Excel, PowerPoint, Access, Business Strategy, Microsoft Excel, Program Management
Education
Texas A&M University 2006 — 2011
Management Information Systems, Accounting, Information Systems, Technology
The Woodlands High School 2002 — 2006
PwC October 2014 - Present
VillaSport Athletic Club and Spa October 2013 - Present
FiveStars October 2012 - June 2013
KPMG LLP July 2011 - October 2012
Merrill Lynch June 2009 - June 2011
Vector Marketing June 2006 - May 2009
Skills
Excel, PowerPoint, Access, Business Strategy, Microsoft Excel, Program Management
Education
Texas A&M University 2006 — 2011
Management Information Systems, Accounting, Information Systems, Technology
The Woodlands High School 2002 — 2006
Jermaine Parker Jermaine Parker's Merrill Lynch Experience 2004 - 2010
Job Benefits Specialist at Cooper University Health Care
Industry Human Resources
Experience
Cooper University Health Care April 2014 - Present
Charming Shoppes February 2010 - November 2013
Merrill Lynch 2004 - 2010
Merrill Lynch 2002 - 2004
Merrill Lynch 1999 - 2002
Skills
Performance Management, Retail Banking, Recruiting, Risk Management, Human Resources, Talent Management, Vendor Management, Change Management, Relationship Management, Employee Relations, Onboarding, Employee Benefits, Payroll, PeopleSoft, Management, New Hire Orientations
Education
Tennessee State University
Business Administration and Management, General
Cooper University Health Care April 2014 - Present
Charming Shoppes February 2010 - November 2013
Merrill Lynch 2004 - 2010
Merrill Lynch 2002 - 2004
Merrill Lynch 1999 - 2002
Skills
Performance Management, Retail Banking, Recruiting, Risk Management, Human Resources, Talent Management, Vendor Management, Change Management, Relationship Management, Employee Relations, Onboarding, Employee Benefits, Payroll, PeopleSoft, Management, New Hire Orientations
Education
Tennessee State University
Business Administration and Management, General
Kevin Oleszewski's Merrill Lynch Experience October 2012 - February 2014
Job Private Banker
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo Advisors, LLC February 2014 - April 2015
Merrill Lynch October 2012 - February 2014
Merrill Lynch June 2012 - October 2012
UBS Wealth Management May 2011 - June 2012
Skills
Retirement Planning, Investments, Financial Analysis, Fixed Annuities, Financial Services, PowerPoint, Finance, Insurance, Microsoft Word, Microsoft Office, Wealth Accumulation..., Financial Modeling, Financial Reporting, Financial Advisory, Estate Planning, Portfolio Management, Sales, Life Insurance, Problem Solving, Corporate Retirement..., Financial Markets, College Savings Plans, Accident & Health..., Client Services, Financial Planning, Variable Annuities, Unit Investment Trusts, Mutual Funds, Separately Managed..., Microsoft Excel, Cash Flow Analysis, Customer Service, Wealth Transfer..., Tax Free Income..., Credit Management, Home Equity Lines of..., Revolving Lines of...
Education
Temple University 2015 — 2016
Certificate in Financal Planning
Neumann University 2008 — 2012
Bachelor's Degree, Accounting, 3.1
Wells Fargo April 2015 - Present
Wells Fargo Advisors, LLC February 2014 - April 2015
Merrill Lynch October 2012 - February 2014
Merrill Lynch June 2012 - October 2012
UBS Wealth Management May 2011 - June 2012
Skills
Retirement Planning, Investments, Financial Analysis, Fixed Annuities, Financial Services, PowerPoint, Finance, Insurance, Microsoft Word, Microsoft Office, Wealth Accumulation..., Financial Modeling, Financial Reporting, Financial Advisory, Estate Planning, Portfolio Management, Sales, Life Insurance, Problem Solving, Corporate Retirement..., Financial Markets, College Savings Plans, Accident & Health..., Client Services, Financial Planning, Variable Annuities, Unit Investment Trusts, Mutual Funds, Separately Managed..., Microsoft Excel, Cash Flow Analysis, Customer Service, Wealth Transfer..., Tax Free Income..., Credit Management, Home Equity Lines of..., Revolving Lines of...
Education
Temple University 2015 — 2016
Certificate in Financal Planning
Neumann University 2008 — 2012
Bachelor's Degree, Accounting, 3.1
Alonzo Beyene Alonzo Beyene's Merrill Lynch Experience May 2000 - April 2004
Job President & Senior Consultant at IAC Risk
Industry Management Consulting
Experience
IAC Risk May 2009 - Present
Regulatory Back Office, Inc. May 2008 - May 2009
Regnum Group, Inc. October 2005 - April 2008
Merrill Lynch May 2000 - April 2004
Skills
Risk Management, Strategic Financial..., Finance, Start-ups
Education
Temple University - Fox School of Business and Management 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
IAC Risk May 2009 - Present
Regulatory Back Office, Inc. May 2008 - May 2009
Regnum Group, Inc. October 2005 - April 2008
Merrill Lynch May 2000 - April 2004
Skills
Risk Management, Strategic Financial..., Finance, Start-ups
Education
Temple University - Fox School of Business and Management 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Peter Mastromarco Peter Mastromarco's Merrill Lynch Experience 1999 - 2007
Job Bank Of America/MerrillEdge Financial Solutions Team Manager
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
JERA Inc February 2009 - December 2011
Investment Professionals, Inc. HV BANK September 2007 - February 2009
Merrill Lynch 1999 - 2007
Skills
Series 7, Series 66, Series 9, Series 10, Investments, Wealth Management, Finance, Portfolio Management, Retirement Planning, Asset Allocation, Securities, Fixed Income, Asset Management, Financial Advisory, Retirement, Mutual Funds, Uniform Combined State..., Investment Strategies, Strategic Financial..., Relationship Management, Equities, Financial Services, Banking, Series 63, Investment Advisory
Education
Temple University - Fox School of Business and Management 1992 — 1997
BS, Business Administration
Merrill Edge January 2012 - Present
JERA Inc February 2009 - December 2011
Investment Professionals, Inc. HV BANK September 2007 - February 2009
Merrill Lynch 1999 - 2007
Skills
Series 7, Series 66, Series 9, Series 10, Investments, Wealth Management, Finance, Portfolio Management, Retirement Planning, Asset Allocation, Securities, Fixed Income, Asset Management, Financial Advisory, Retirement, Mutual Funds, Uniform Combined State..., Investment Strategies, Strategic Financial..., Relationship Management, Equities, Financial Services, Banking, Series 63, Investment Advisory
Education
Temple University - Fox School of Business and Management 1992 — 1997
BS, Business Administration
Richard Byrd Richard Byrd's Merrill Lynch Experience August 1996 - December 2008
Job Consultant at Verizon
Industry Real Estate
Experience
Verizon April 2015 - Present
Keller Williams Cornerstone Realty June 2014 - Present
JSS Financial LLC September 2005 - Present
ATA Legacy Martial Arts 2012 - Present
Verizon June 2011 - April 2015
RE/MAX Signature Properties New Jersey June 2012 - June 2014
ERA Reed Realty, Inc December 2010 - July 2012
Merrill Lynch August 1996 - December 2008
Skills
Short Sales, Investment Properties, Investors, Real Estate, REO, Buyer Representation, First Time Home Buyers, Sellers, Single Family Homes, Foreclosures, Analysis, Selling, Residential Homes, Management, Forecasting, Negotiation, Asset Management, Condos, Real Estate Transactions, Investments, Relocation, Referrals, Property Management, FHA, Commercial Real Estate, Buyers, Listings, Brokerage, Townhomes, Resellers, Real Property, Rentals, Property, Real Estate Economics, Leases, New Home Sales, Real Estate Development, Luxury, HUD, Apartments, Real Estate Financing
Education
Temple University 1990 — 1994
BA, Finance
South River High
South River High
Verizon April 2015 - Present
Keller Williams Cornerstone Realty June 2014 - Present
JSS Financial LLC September 2005 - Present
ATA Legacy Martial Arts 2012 - Present
Verizon June 2011 - April 2015
RE/MAX Signature Properties New Jersey June 2012 - June 2014
ERA Reed Realty, Inc December 2010 - July 2012
Merrill Lynch August 1996 - December 2008
Skills
Short Sales, Investment Properties, Investors, Real Estate, REO, Buyer Representation, First Time Home Buyers, Sellers, Single Family Homes, Foreclosures, Analysis, Selling, Residential Homes, Management, Forecasting, Negotiation, Asset Management, Condos, Real Estate Transactions, Investments, Relocation, Referrals, Property Management, FHA, Commercial Real Estate, Buyers, Listings, Brokerage, Townhomes, Resellers, Real Property, Rentals, Property, Real Estate Economics, Leases, New Home Sales, Real Estate Development, Luxury, HUD, Apartments, Real Estate Financing
Education
Temple University 1990 — 1994
BA, Finance
South River High
South River High
Brian Lamb Brian Lamb's Merrill Lynch Experience March 1998 - April 2000
Job Producer / Festival Director at HUKA Entertainment
Industry Entertainment
Experience
HUKA Entertainment February 2013 - Present
Live Nation August 2003 - December 2012
Comcast-Spectacor April 2000 - August 2003
Merrill Lynch March 1998 - April 2000
Skills
Facilities Management, Budgeting, Sports, Special Events, Contract Management, Project Planning, Project Finance, Capital Budgeting, Operations Management, Preventive Maintenance, Asset Management, Staff Planning, Risk Management, Contract Negotiations, Vendor Management, Security Management, Profit & Loss Management, Financial Analysis, Financial Reporting, Music Festivals, Live Events, Event Management, Corporate Events, Event Planning, Decision Making, Infrastructure Planning, Employee/Labor Relations, Risk Assessment, Lease Administration, Performance Appraisal, Programming, Music Industry, Concert Production, Budgets, Contract Negotiation, Entertainment, Forecasting, Income Statement, Leadership, Management, P
Education
Temple University - Fox School of Business and Management 1994 — 1997
BBA, Accounting
Archbishop Wood High School 1989 — 1993
High School Diploma
HUKA Entertainment February 2013 - Present
Live Nation August 2003 - December 2012
Comcast-Spectacor April 2000 - August 2003
Merrill Lynch March 1998 - April 2000
Skills
Facilities Management, Budgeting, Sports, Special Events, Contract Management, Project Planning, Project Finance, Capital Budgeting, Operations Management, Preventive Maintenance, Asset Management, Staff Planning, Risk Management, Contract Negotiations, Vendor Management, Security Management, Profit & Loss Management, Financial Analysis, Financial Reporting, Music Festivals, Live Events, Event Management, Corporate Events, Event Planning, Decision Making, Infrastructure Planning, Employee/Labor Relations, Risk Assessment, Lease Administration, Performance Appraisal, Programming, Music Industry, Concert Production, Budgets, Contract Negotiation, Entertainment, Forecasting, Income Statement, Leadership, Management, P
Education
Temple University - Fox School of Business and Management 1994 — 1997
BBA, Accounting
Archbishop Wood High School 1989 — 1993
High School Diploma
Nathan Smedley Nathan Smedley's Merrill Lynch Experience December 2003 - April 2009
Job President at Independence Wealth Management
Industry Investment Management
Experience
United Way of Bucks County 2010 - Present
Independence Wealth Management April 2009 - Present
Merrill Lynch December 2003 - April 2009
Education
Temple University - Fox School of Business and Management 2000 — 2003
Bachelors, Finance
United Way of Bucks County 2010 - Present
Independence Wealth Management April 2009 - Present
Merrill Lynch December 2003 - April 2009
Education
Temple University - Fox School of Business and Management 2000 — 2003
Bachelors, Finance
Russell Portwood Russell Portwood's Merrill Lynch Experience 1991 - 1993
Job Internet and Digital Marketing Specialist
Industry Internet
Experience
Buzz Mountain Digital Marketing and Media 1997 - Present
Portwood Communications April 1994 - October 2012
Merrill Lynch 1991 - 1993
TDS Telecom, First Carolina, Cooke Cablevision January 1983 - January 1991
TDS Telecom, First Carolina, Cooke Cablevision January 1983 - January 1991
Skills
Social Media Marketing, Internet, Mobile Marketing, SEO, Website Development, Web Project Management, Web Content, Small Business, Online Advertising, Marketing Strategy, Email Marketing, Brand Development, Lead Generation, Blogging, Web 2.0, Social Media, Public Relations, Web Marketing, Digital Marketing, Sales, Marketing, Copywriting, SEM, Google Adwords, Google Analytics, Web Analytics, Online Marketing, PPC
Education
Tennessee Technological University - College of Business Administration 1971 — 1977
BS, Management, Marketing
Buzz Mountain Digital Marketing and Media 1997 - Present
Portwood Communications April 1994 - October 2012
Merrill Lynch 1991 - 1993
TDS Telecom, First Carolina, Cooke Cablevision January 1983 - January 1991
TDS Telecom, First Carolina, Cooke Cablevision January 1983 - January 1991
Skills
Social Media Marketing, Internet, Mobile Marketing, SEO, Website Development, Web Project Management, Web Content, Small Business, Online Advertising, Marketing Strategy, Email Marketing, Brand Development, Lead Generation, Blogging, Web 2.0, Social Media, Public Relations, Web Marketing, Digital Marketing, Sales, Marketing, Copywriting, SEM, Google Adwords, Google Analytics, Web Analytics, Online Marketing, PPC
Education
Tennessee Technological University - College of Business Administration 1971 — 1977
BS, Management, Marketing
Ansar Khan Ansar Khan's Merrill Lynch Experience August 2010 - January 2011
Job Seasoned professional in strategy consulting,IT, relationship/account management, business development and project mgmt.
Industry Information Technology and Services
Experience
Microsoft Corporation February 2011 - Present
SoftAlly Corporation 2014 - 2015
Merrill Lynch August 2010 - January 2011
School of Tourism and Hospitality Management July 2008 - June 2010
ARAMARK September 2009 - May 2010
Infosys Technologies Ltd August 2007 - July 2008
Satyam Computer Services Ltd. September 2003 - August 2007
Skills
Market Analysis, Financial Modeling, Portfolio Management, Competitive Analysis, Capital Budgeting, Project Planning, Financial Statement..., Industry Research, Business Strategy, Analysis, Strategic Planning, CRM, Valuation, Financial Analysis, Business Analysis, Business Development, Investment Banking, Risk Management
Education
Temple University - Fox School of Business and Management 2008 — 2010
MBA, Finance
National Institute of Technology 1999 — 2003
B.Tech (Honors), Computer Science & Engineering
Umamaheshwara Junior College 1997 — 1999
Jawahar Navodaya Vidyalaya Ongole 1991 — 1996
Vivekananda Vidya Vihar 1985 — 1992
Microsoft Corporation February 2011 - Present
SoftAlly Corporation 2014 - 2015
Merrill Lynch August 2010 - January 2011
School of Tourism and Hospitality Management July 2008 - June 2010
ARAMARK September 2009 - May 2010
Infosys Technologies Ltd August 2007 - July 2008
Satyam Computer Services Ltd. September 2003 - August 2007
Skills
Market Analysis, Financial Modeling, Portfolio Management, Competitive Analysis, Capital Budgeting, Project Planning, Financial Statement..., Industry Research, Business Strategy, Analysis, Strategic Planning, CRM, Valuation, Financial Analysis, Business Analysis, Business Development, Investment Banking, Risk Management
Education
Temple University - Fox School of Business and Management 2008 — 2010
MBA, Finance
National Institute of Technology 1999 — 2003
B.Tech (Honors), Computer Science & Engineering
Umamaheshwara Junior College 1997 — 1999
Jawahar Navodaya Vidyalaya Ongole 1991 — 1996
Vivekananda Vidya Vihar 1985 — 1992
Jonathan Goldstein's Merrill Lynch Experience March 2002 - May 2004
Job Executive Director at Beacon Health Partners, LLP
Industry Medical Practice
Experience
Beacon IPA, LLC / Beacon Health Partners, LLP January 2011 - Present
Rx Management Group, LLC 2003 - Present
Lion & Company CPAs, LLP July 2006 - December 2010
Good Health Network October 2005 - June 2006
HealthRamp, Inc. May 2004 - June 2005
Merrill Lynch March 2002 - May 2004
ProHealth Corp 1997 - 2002
New York Presbyterian Hospital 1995 - 1997
Kaiser Permanente 1993 - 1995
Skills
Healthcare, Medicare Part D, Healthcare Information..., Healthcare Management, Managed Care, HIPAA, Healthcare Consulting, Hospitals, Medicare, Health Insurance, Medical Billing, Medicaid, Physicians, Practice Management, Physician Relations, Revenue Cycle, Accountable Care, Population Health, Analytics, Health Policy, EHR, Revenue Cycle Management, Disease Management, Credentialing, Quality Improvement, Informatics, Health Information..., Healthcare Industry, Provider Relations, Clinical Research, Utilization Management, EMR, Home Care, Medical Coding, Long-term Care, Medicine, Accreditation, Performance Improvement, Radiology, Medical Compliance, HL7, Orthopedic, Pharmacy Benefit..., Surgery, Medical Education, Patient Safety, Cardiology, Medical Records
Education
University of Wisconsin-Madison - School of Business 1991 — 1992
MBA, Finance
Temple University - Fox School of Business and Management 1986 — 1989
BBA, Finance/Real Estate
University at Albany, SUNY 1984 — 1986
Beacon IPA, LLC / Beacon Health Partners, LLP January 2011 - Present
Rx Management Group, LLC 2003 - Present
Lion & Company CPAs, LLP July 2006 - December 2010
Good Health Network October 2005 - June 2006
HealthRamp, Inc. May 2004 - June 2005
Merrill Lynch March 2002 - May 2004
ProHealth Corp 1997 - 2002
New York Presbyterian Hospital 1995 - 1997
Kaiser Permanente 1993 - 1995
Skills
Healthcare, Medicare Part D, Healthcare Information..., Healthcare Management, Managed Care, HIPAA, Healthcare Consulting, Hospitals, Medicare, Health Insurance, Medical Billing, Medicaid, Physicians, Practice Management, Physician Relations, Revenue Cycle, Accountable Care, Population Health, Analytics, Health Policy, EHR, Revenue Cycle Management, Disease Management, Credentialing, Quality Improvement, Informatics, Health Information..., Healthcare Industry, Provider Relations, Clinical Research, Utilization Management, EMR, Home Care, Medical Coding, Long-term Care, Medicine, Accreditation, Performance Improvement, Radiology, Medical Compliance, HL7, Orthopedic, Pharmacy Benefit..., Surgery, Medical Education, Patient Safety, Cardiology, Medical Records
Education
University of Wisconsin-Madison - School of Business 1991 — 1992
MBA, Finance
Temple University - Fox School of Business and Management 1986 — 1989
BBA, Finance/Real Estate
University at Albany, SUNY 1984 — 1986
Hawryluk John's Merrill Lynch Experience CaptainNorma-K IIIJune 1990 - September 2005
Job Retirement services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch CaptainNorma-K IIIJune 1990 - September 2005
Education
Temple University 1987 — 1989
Merrill Lynch CaptainNorma-K IIIJune 1990 - September 2005
Education
Temple University 1987 — 1989
William Kortright's Merrill Lynch Experience 2000 - November 2002
Job Enterprise Server Team Manager at Ascension Health Information Services
Industry Information Technology and Services
Experience
Ascension Health Information Services June 2010 - Present
Tree of Life, A KeHE Distributors company 2009 - June 2010
JEA October 2004 - March 2009
Fairbanks Capital April 2003 - March 2004
Merrill Lynch 2000 - November 2002
Merrill Lynch January 1998 - 2000
Skills
VMware, Troubleshooting, Windows Server, VMware ESX, Windows Server 2003, Citrix Metaframe, VBScript, Group Policy, Blackberry Enterprise..., Active Directory, Virtualization, Citrix, IIS, ITIL, Windows Server 2008, Server Architecture, DNS, DHCP, Hyper-V, SharePoint, Disaster Recovery, Microsoft Exchange, Technical Support, Security, Cluster, Computer Hardware, Servers, Visio, Windows, WSUS, SCCM, System Administration, Windows XP, System Deployment, Windows 7, Data Center, VMware Infrastructure, Microsoft Certified...
Education
Temple University
University of Phoenix-North Florida Campus
Ascension Health Information Services June 2010 - Present
Tree of Life, A KeHE Distributors company 2009 - June 2010
JEA October 2004 - March 2009
Fairbanks Capital April 2003 - March 2004
Merrill Lynch 2000 - November 2002
Merrill Lynch January 1998 - 2000
Skills
VMware, Troubleshooting, Windows Server, VMware ESX, Windows Server 2003, Citrix Metaframe, VBScript, Group Policy, Blackberry Enterprise..., Active Directory, Virtualization, Citrix, IIS, ITIL, Windows Server 2008, Server Architecture, DNS, DHCP, Hyper-V, SharePoint, Disaster Recovery, Microsoft Exchange, Technical Support, Security, Cluster, Computer Hardware, Servers, Visio, Windows, WSUS, SCCM, System Administration, Windows XP, System Deployment, Windows 7, Data Center, VMware Infrastructure, Microsoft Certified...
Education
Temple University
University of Phoenix-North Florida Campus
Jonathan Chesshire, CIMA®'s Merrill Lynch Experience January 1992 - April 1996
Job Managing Director at Clearbrook Investment Consulting
Industry Financial Services
Experience
Clearbrook Global Advisors, LLC September 2009 - Present
Emergent Investments, LLC August 2008 - September 2009
Overture Investments February 2005 - April 2008
Lockwood Advisors, Inc. 1996 - 2003
Merrill Lynch January 1992 - April 1996
Education
University of Pennsylvania - The Wharton School 2007 — 2007
IMCA Investment Strategist Certificate
University of Pennsylvania - The Wharton School 2005 — 2005
IMCA Alternative Investments Certificate
Temple University - Fox School of Business and Management 1998 — 2001
MBA
Temple University
BBA
Clearbrook Global Advisors, LLC September 2009 - Present
Emergent Investments, LLC August 2008 - September 2009
Overture Investments February 2005 - April 2008
Lockwood Advisors, Inc. 1996 - 2003
Merrill Lynch January 1992 - April 1996
Education
University of Pennsylvania - The Wharton School 2007 — 2007
IMCA Investment Strategist Certificate
University of Pennsylvania - The Wharton School 2005 — 2005
IMCA Alternative Investments Certificate
Temple University - Fox School of Business and Management 1998 — 2001
MBA
Temple University
BBA
Vance Piccin's Merrill Lynch Experience 1998 - Present
Job Owner and Editor, Stafford Editorial
Industry Broadcast Media
Experience
Stafford Editorial June 1985 - Present
Bexel 2003 - Present
NBC Olympics 2002 - March 2014
Merrill Lynch 1998 - Present
NFL Films 1991 - 2010
NBC Sports August 2006 - February 2009
Sony Studione 2000 - 2009
ABC Sports August 2000 - January 2006
All Mobile Video 1991 - 2005
American Express 1998 - 2001
Skills
Post Production, Final Cut Studio, Avid Media Composer, Sports, Broadcast, Digital Video, Video Editing, Color Correction, Motion Graphics, After Effects, DVD Studio Pro, Video Production, Live Events, Mac, Video, Non-linear Editing, Avid, Final Cut Pro, Sound, HD Video, Editing, Broadcast Television, Broadcast Engineering, Master Control, Broadcast Journalism
Education
Temple University 1973 — 1978
BA, Radio, Television and Film
Stafford Editorial June 1985 - Present
Bexel 2003 - Present
NBC Olympics 2002 - March 2014
Merrill Lynch 1998 - Present
NFL Films 1991 - 2010
NBC Sports August 2006 - February 2009
Sony Studione 2000 - 2009
ABC Sports August 2000 - January 2006
All Mobile Video 1991 - 2005
American Express 1998 - 2001
Skills
Post Production, Final Cut Studio, Avid Media Composer, Sports, Broadcast, Digital Video, Video Editing, Color Correction, Motion Graphics, After Effects, DVD Studio Pro, Video Production, Live Events, Mac, Video, Non-linear Editing, Avid, Final Cut Pro, Sound, HD Video, Editing, Broadcast Television, Broadcast Engineering, Master Control, Broadcast Journalism
Education
Temple University 1973 — 1978
BA, Radio, Television and Film
Michael Cefaratti, PMP's Merrill Lynch Experience 1986 - 1989
Job IT Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 1999 - Present
RICOMM Systems January 1998 - June 1999
Citigroup February 1997 - January 1998
Federal Reserve System 1995 - 1997
Federal Reserve Bank of Philadelphia 1993 - 1995
City of Wilmington, DE 1992 - 1993
City of Wilmington 1989 - 1992
Merrill Lynch 1986 - 1989
Education
Temple University 1983 — 1994
Bachelor of Science, Accounting/Finance
JPMorgan Chase June 1999 - Present
RICOMM Systems January 1998 - June 1999
Citigroup February 1997 - January 1998
Federal Reserve System 1995 - 1997
Federal Reserve Bank of Philadelphia 1993 - 1995
City of Wilmington, DE 1992 - 1993
City of Wilmington 1989 - 1992
Merrill Lynch 1986 - 1989
Education
Temple University 1983 — 1994
Bachelor of Science, Accounting/Finance
Sonali Bhavsar's Merrill Lynch Experience November 2005 - January 2009
Job Associate Partner for Financial Services at IBM Cognitive Business Solutions
Industry Information Technology and Services
Experience
IBM January 2015 - Present
IBM Global Business Services February 2013 - December 2014
MicroLink LLC, an HP Autonomy company October 2011 - January 2013
MicroLink LLC, a HP Autonomy company January 2011 - November 2011
Paragon Solutions November 2005 - January 2011
Merrill Lynch November 2005 - January 2009
Honeywell Process Solutions June 2001 - November 2005
Skills
Business Analysis, Business Process, Business Intelligence, Enterprise Software, Business Process..., Information Management, Program Management, Strategy, Governance, Management Consulting, Risk Management, Cross-functional Team..., IT Strategy, Professional Services, Information Governance, Enterprise Architecture, Business Process Design, Analytics, Consulting, Software Documentation, Pre-sales, PMO, Analysis, Management, Business Development, SDLC, Requirements Gathering, PMP, Outsourcing, Requirements Analysis, Solution Architecture, Leadership, Information Technology, Six Sigma, Outsourcing Management, Dodd-Frank, Cloud Computing, Project Portfolio..., Software Project..., Compliance, Quality Assurance
Education
Temple University - Fox School of Business and Management
MIS, Management Information System
University of Pennsylvania - The Wharton School
IBM January 2015 - Present
IBM Global Business Services February 2013 - December 2014
MicroLink LLC, an HP Autonomy company October 2011 - January 2013
MicroLink LLC, a HP Autonomy company January 2011 - November 2011
Paragon Solutions November 2005 - January 2011
Merrill Lynch November 2005 - January 2009
Honeywell Process Solutions June 2001 - November 2005
Skills
Business Analysis, Business Process, Business Intelligence, Enterprise Software, Business Process..., Information Management, Program Management, Strategy, Governance, Management Consulting, Risk Management, Cross-functional Team..., IT Strategy, Professional Services, Information Governance, Enterprise Architecture, Business Process Design, Analytics, Consulting, Software Documentation, Pre-sales, PMO, Analysis, Management, Business Development, SDLC, Requirements Gathering, PMP, Outsourcing, Requirements Analysis, Solution Architecture, Leadership, Information Technology, Six Sigma, Outsourcing Management, Dodd-Frank, Cloud Computing, Project Portfolio..., Software Project..., Compliance, Quality Assurance
Education
Temple University - Fox School of Business and Management
MIS, Management Information System
University of Pennsylvania - The Wharton School
Lidia Amodei, CFP, CFA's Merrill Lynch Experience May 2004 - April 2012
Job Investment Strategies Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Asset Management May 2012 - Present
Merrill Lynch May 2004 - April 2012
The Vanguard Group August 1992 - May 2004
Skills
Portfolio Analysis, Relationship Management, Financial Planning, Portfolio Management, Asset Allocation, Manager Due Diligence, New Business Development, Personnel Management, Investment Policy..., Institutional Investors, Endowments, Pensions, Investment Consulting, Series 7, Series 63, Series 65, CFA, CFP, Capital Markets, Defined Benefit, 401k
Education
Temple University - Fox School of Business and Management 1992 — 1995
MBA, Finance
Temple University - Fox School of Business and Management 1988 — 1992
BBA, International Business
Wells Fargo Asset Management May 2012 - Present
Merrill Lynch May 2004 - April 2012
The Vanguard Group August 1992 - May 2004
Skills
Portfolio Analysis, Relationship Management, Financial Planning, Portfolio Management, Asset Allocation, Manager Due Diligence, New Business Development, Personnel Management, Investment Policy..., Institutional Investors, Endowments, Pensions, Investment Consulting, Series 7, Series 63, Series 65, CFA, CFP, Capital Markets, Defined Benefit, 401k
Education
Temple University - Fox School of Business and Management 1992 — 1995
MBA, Finance
Temple University - Fox School of Business and Management 1988 — 1992
BBA, International Business
Yavan Madduri's Merrill Lynch Experience October 2009 - May 2011
Job Vice President Market Risk, Bank of America
Industry Financial Services
Experience
Bank of America November 2014 - Present
Bloomberg LP December 2013 - November 2014
Citi September 2011 - December 2013
iTech US Inc September 2004 - September 2011
Merrill Lynch October 2009 - May 2011
BMW NA 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Data Modeling, Data Warehousing, ETL, Business Intelligence, Business Objects, Data Warehouse..., Informatica, Unix, OLAP, Business Intelligence..., Cognos ReportNet, Agile Methodologies, Relational Databases, Dimensional Modeling, SQL
Education
Texas A&M International University
Master of Science (M.S.), Information Systems
Bank of America November 2014 - Present
Bloomberg LP December 2013 - November 2014
Citi September 2011 - December 2013
iTech US Inc September 2004 - September 2011
Merrill Lynch October 2009 - May 2011
BMW NA 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Data Modeling, Data Warehousing, ETL, Business Intelligence, Business Objects, Data Warehouse..., Informatica, Unix, OLAP, Business Intelligence..., Cognos ReportNet, Agile Methodologies, Relational Databases, Dimensional Modeling, SQL
Education
Texas A&M International University
Master of Science (M.S.), Information Systems
Robert Kyle's Merrill Lynch Experience February 2000 - Present
Job Senior Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2000 - Present
Gajek Kyle July 1993 - January 2000
Source Services April 1978 - June 1993
Baxter Healthcare May 1976 - April 1978
The Walt Disney Company April 1974 - May 1976
Deloitte June 1969 - March 1974
Skills
Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., 401k, Investments, Alternative Investments, Portfolio Management, Estate Planning, Investment Management, Wealth Management..., High Net Worth..., CPA, Certified Financial..., IRAs, ETFs, 401k Rollovers, Investment Advisory, Series 7, Asset Management, Fixed Income, Series 65, Separately Managed..., Personal Financial..., 529 Plans, Options, Series 63, Uniform Combined State..., Variable Annuities, College Savings Plans, Retirement, Investment Strategies, Financial Advisory, Equities, Qualified Retirement..., Retirement Plan..., Finance, Mutual Funds, Securities
Education
University of Southern California - Marshall School of Business 1975 — 1976
MBA, Management
Temple University - Fox School of Business and Management 1965 — 1969
BBA, Accounting
Merrill Lynch February 2000 - Present
Gajek Kyle July 1993 - January 2000
Source Services April 1978 - June 1993
Baxter Healthcare May 1976 - April 1978
The Walt Disney Company April 1974 - May 1976
Deloitte June 1969 - March 1974
Skills
Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., 401k, Investments, Alternative Investments, Portfolio Management, Estate Planning, Investment Management, Wealth Management..., High Net Worth..., CPA, Certified Financial..., IRAs, ETFs, 401k Rollovers, Investment Advisory, Series 7, Asset Management, Fixed Income, Series 65, Separately Managed..., Personal Financial..., 529 Plans, Options, Series 63, Uniform Combined State..., Variable Annuities, College Savings Plans, Retirement, Investment Strategies, Financial Advisory, Equities, Qualified Retirement..., Retirement Plan..., Finance, Mutual Funds, Securities
Education
University of Southern California - Marshall School of Business 1975 — 1976
MBA, Management
Temple University - Fox School of Business and Management 1965 — 1969
BBA, Accounting
Rocco DiBruno's Merrill Lynch Experience October 1987 - November 2003
Job Managing Director at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management December 2003 - June 2015
Merrill Lynch October 1987 - November 2003
Skills
Mutual Funds, Retirement Planning, 401k, Asset Allocation, Series 7, Series 63, Investments, Wealth Management, Asset Management, Investment Advisory
Education
Temple university 1975 — 1980
BA in Business Administration
Thornburg Investment Management December 2003 - June 2015
Merrill Lynch October 1987 - November 2003
Skills
Mutual Funds, Retirement Planning, 401k, Asset Allocation, Series 7, Series 63, Investments, Wealth Management, Asset Management, Investment Advisory
Education
Temple university 1975 — 1980
BA in Business Administration
Helen Obaze's Merrill Lynch Experience June 1999 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1999 - Present
Skills
Leadership, Management, Financial Services, Investments, Series 7, Strategy, Strategic Planning, Portfolio Management, Wealth Management, Change Management
Education
Temple University
MA
Merrill Lynch June 1999 - Present
Skills
Leadership, Management, Financial Services, Investments, Series 7, Strategy, Strategic Planning, Portfolio Management, Wealth Management, Change Management
Education
Temple University
MA
Kevin Bonner's Merrill Lynch Experience January 2012 - June 2015
Job Regional Channel Manager Mid Atlantic at ADP
Industry Financial Services
Experience
ADP June 2015 - Present
Merrill Lynch January 2012 - June 2015
Merrill Lynch January 2010 - January 2012
Merrill Lynch Retirement Group August 2007 - January 2010
Merrill Lynch March 2003 - August 2007
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Asset Allocation, Financial Services, Equities, Portfolio Management, Securities, Investment Advisory, Alternative Investments
Education
Temple University - Fox School of Business and Management 1993 — 1998
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
ADP June 2015 - Present
Merrill Lynch January 2012 - June 2015
Merrill Lynch January 2010 - January 2012
Merrill Lynch Retirement Group August 2007 - January 2010
Merrill Lynch March 2003 - August 2007
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Asset Allocation, Financial Services, Equities, Portfolio Management, Securities, Investment Advisory, Alternative Investments
Education
Temple University - Fox School of Business and Management 1993 — 1998
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Suneeth Varghese's Merrill Lynch Experience February 2011 - March 2013
Job Software Engineer
Industry Information Technology and Services
Experience
Axalta Coating Systems March 2013 - Present
Merrill Lynch February 2011 - March 2013
Merrill Lynch March 2010 - January 2011
Skills
C#, .NET, ASP.NET, SDLC, Unix, Microsoft SQL Server, C, Agile Methodologies, SOA
Education
Temple University 2007 — 2009
M.S.E, Electrical and Computer Engineering
University of Kerala 2002 — 2006
B-Tech, Electronics And Communications
Axalta Coating Systems March 2013 - Present
Merrill Lynch February 2011 - March 2013
Merrill Lynch March 2010 - January 2011
Skills
C#, .NET, ASP.NET, SDLC, Unix, Microsoft SQL Server, C, Agile Methodologies, SOA
Education
Temple University 2007 — 2009
M.S.E, Electrical and Computer Engineering
University of Kerala 2002 — 2006
B-Tech, Electronics And Communications
Neal Finkelstein's Merrill Lynch Experience December 1996 - July 2007
Job Analytics Client Architecht at IBM
Industry Financial Services
Experience
IBM October 2008 - Present
IBM October 2008 - Present
Lehman Brothers August 2007 - October 2008
Merrill Lynch December 1996 - July 2007
Skills
Databases, Unix, DB2, Business Intelligence, Data Warehouse..., Data Warehousing, Linux, Database Design, SQL Tuning, Enterprise Architecture, ETL, Sybase, Performance Tuning, Data Modeling, SDLC, Enterprise Software, Integration, IT Strategy, Database Administration, Shell Scripting, Data Migration, Solution Architecture, Disaster Recovery, Master Data Management, AIX, Predictive Analytics, Replication, High Availability, SQL, Stored Procedures, Data Governance, Unix Shell Scripting, OLAP, Oracle, Data Integration, Big Data Analytics, IBM AIX
Education
University of North Carolina at Chapel Hill 1972 — 1975
PhD, Psychology of Human Development, Quantitative Methods in the Social Sciences
Temple University 1970 — 1971
Master of Arts (M.A.), Psychology
IBM October 2008 - Present
IBM October 2008 - Present
Lehman Brothers August 2007 - October 2008
Merrill Lynch December 1996 - July 2007
Skills
Databases, Unix, DB2, Business Intelligence, Data Warehouse..., Data Warehousing, Linux, Database Design, SQL Tuning, Enterprise Architecture, ETL, Sybase, Performance Tuning, Data Modeling, SDLC, Enterprise Software, Integration, IT Strategy, Database Administration, Shell Scripting, Data Migration, Solution Architecture, Disaster Recovery, Master Data Management, AIX, Predictive Analytics, Replication, High Availability, SQL, Stored Procedures, Data Governance, Unix Shell Scripting, OLAP, Oracle, Data Integration, Big Data Analytics, IBM AIX
Education
University of North Carolina at Chapel Hill 1972 — 1975
PhD, Psychology of Human Development, Quantitative Methods in the Social Sciences
Temple University 1970 — 1971
Master of Arts (M.A.), Psychology
Angela Kimbrough's Merrill Lynch Experience Assistant Store ManagerKrogerDecember 2004 - October 2006
Job Integrated Benefits Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Assistant Store ManagerKrogerDecember 2004 - October 2006
BT Services TN December 1992 - November 2003
Education
Tennessee State University 1986 — 1990
Merrill Lynch Assistant Store ManagerKrogerDecember 2004 - October 2006
BT Services TN December 1992 - November 2003
Education
Tennessee State University 1986 — 1990
Andrew H.'s Merrill Lynch Experience 2000 - 2005
Job Experienced Business Manager
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase February 2012 - August 2014
Yellow Book USA April 2008 - January 2011
CMS Companies May 2007 - August 2007
Merrill Lynch 2000 - 2005
Skills
Strategic Planning, Strategy, Analytics, Business Strategy, Management, Strategic Partnerships, Project Management
Education
University of Delaware 2014 — 2014
Certificate in Big Data Analysis
Temple University - Fox School of Business and Management 2006 — 2008
MBA, Finance
University of Pennsylvania 1996 — 2000
Bachelors of Arts
Milton Academy 1993 — 1996
JPMorgan Chase August 2014 - Present
JPMorgan Chase February 2012 - August 2014
Yellow Book USA April 2008 - January 2011
CMS Companies May 2007 - August 2007
Merrill Lynch 2000 - 2005
Skills
Strategic Planning, Strategy, Analytics, Business Strategy, Management, Strategic Partnerships, Project Management
Education
University of Delaware 2014 — 2014
Certificate in Big Data Analysis
Temple University - Fox School of Business and Management 2006 — 2008
MBA, Finance
University of Pennsylvania 1996 — 2000
Bachelors of Arts
Milton Academy 1993 — 1996
Nicole Schalek's Merrill Lynch Experience June 2003 - December 2011
Job Owner at County Line Plumbing & Heating, Inc.
Industry Construction
Experience
County Line Plumbing & Heating, Inc. May 2008 - Present
Merrill Lynch June 2003 - December 2011
Skills
Strategic Planning, Project Management, Strategy, Management, Advertising, Retirement, Social Media Marketing
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor of Business Administration (BBA), Marketing
County Line Plumbing & Heating, Inc. May 2008 - Present
Merrill Lynch June 2003 - December 2011
Skills
Strategic Planning, Project Management, Strategy, Management, Advertising, Retirement, Social Media Marketing
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor of Business Administration (BBA), Marketing
Judi Feiner's Merrill Lynch Experience December 1995 - November 2000
Job Project Manager at Ascensus
Industry Financial Services
Experience
Ascensus June 1988 - Present
Ascensus December 2001 - September 2013
Ascensus November 2000 - December 2001
Merrill Lynch December 1995 - November 2000
Preferred Benefits Corporation June 1988 - December 1995
Skills
401k, Retirement, Investments, Retirement Planning, Trading, ETFs, Mutual Funds, Relationship Management, Financial Services, Securities, Wealth Management, Pensions, Management, Risk Management, Insurance
Education
Temple University 1982 — 1985
BS, Human Resources Management/Personnel Administration, General
Lower Moreland High School 1972 — 1982
College Prep, College Prep
Ascensus June 1988 - Present
Ascensus December 2001 - September 2013
Ascensus November 2000 - December 2001
Merrill Lynch December 1995 - November 2000
Preferred Benefits Corporation June 1988 - December 1995
Skills
401k, Retirement, Investments, Retirement Planning, Trading, ETFs, Mutual Funds, Relationship Management, Financial Services, Securities, Wealth Management, Pensions, Management, Risk Management, Insurance
Education
Temple University 1982 — 1985
BS, Human Resources Management/Personnel Administration, General
Lower Moreland High School 1972 — 1982
College Prep, College Prep
Noelle Monach's Merrill Lynch Experience April 2010 - March 2011
Job Design services
Industry Design
Experience
Craftymomsters January 2012 - Present
Merrill Lynch April 2010 - March 2011
Rita's Italian Ice February 2006 - July 2009
Skills
PowerPoint, Management, Strategic Planning, Microsoft Excel, Team Leadership, Event Management, Team Building, Customer Service, Event Planning, Public Speaking, Training, Social Media, Time Management, Leadership, Microsoft Office
Education
Temple University 2001 — 2004
Bachelor of Science (BS), Hospitality Administration/Management
Craftymomsters January 2012 - Present
Merrill Lynch April 2010 - March 2011
Rita's Italian Ice February 2006 - July 2009
Skills
PowerPoint, Management, Strategic Planning, Microsoft Excel, Team Leadership, Event Management, Team Building, Customer Service, Event Planning, Public Speaking, Training, Social Media, Time Management, Leadership, Microsoft Office
Education
Temple University 2001 — 2004
Bachelor of Science (BS), Hospitality Administration/Management
Eric Sklar's Merrill Lynch Experience June 2008 - November 2010
Job VP; Business Control Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Bank of America November 2010 - July 2013
Merrill Lynch June 2008 - November 2010
Merrill Lynch August 2006 - June 2008
Merrill Lynch December 2004 - August 2006
Merrill Lynch October 2000 - December 2004
Merrill Lynch July 1999 - October 2000
Unishippers Associates January 1998 - January 1999
National Products January 1991 - January 1998
Skills
Strategy, Risk Management, Finance, Project Management, Six Sigma, Requirements Analysis, Business Analysis, Change Management, Financial Services, Banking, Account Reconciliation, PMO, Project Portfolio..., CRM
Education
Temple University 1987 — 1991
Bachelor of Arts, Communications
Bank of America July 2013 - Present
Bank of America November 2010 - July 2013
Merrill Lynch June 2008 - November 2010
Merrill Lynch August 2006 - June 2008
Merrill Lynch December 2004 - August 2006
Merrill Lynch October 2000 - December 2004
Merrill Lynch July 1999 - October 2000
Unishippers Associates January 1998 - January 1999
National Products January 1991 - January 1998
Skills
Strategy, Risk Management, Finance, Project Management, Six Sigma, Requirements Analysis, Business Analysis, Change Management, Financial Services, Banking, Account Reconciliation, PMO, Project Portfolio..., CRM
Education
Temple University 1987 — 1991
Bachelor of Arts, Communications
Savitri (Savi) Balasubramanian's Merrill Lynch Experience May 2010 - Present
Job VP, Wealth Management Tools at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Bank of America May 2006 - May 2010
Fox School of Business Enterprise Management Consulting August 2004 - December 2004
Karr Barth Associates June 2004 - August 2004
Dell Computers July 2002 - August 2003
Megadreams Software Solutions May 2000 - July 2002
Skills
Product Management, Product Development, Program Management, Software Project..., Budget Management, Business Analysis, Business Strategy, Vendor Management
Education
Temple University 2003 — 2005
MBA, Finance
University of Madras 1998 — 2002
BE, Electronics
Merrill Lynch May 2010 - Present
Bank of America May 2006 - May 2010
Fox School of Business Enterprise Management Consulting August 2004 - December 2004
Karr Barth Associates June 2004 - August 2004
Dell Computers July 2002 - August 2003
Megadreams Software Solutions May 2000 - July 2002
Skills
Product Management, Product Development, Program Management, Software Project..., Budget Management, Business Analysis, Business Strategy, Vendor Management
Education
Temple University 2003 — 2005
MBA, Finance
University of Madras 1998 — 2002
BE, Electronics
Michael Acker's Merrill Lynch Experience May 2000 - Present
Job Director, Global Funds at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2000 - Present
Morgan Stanley November 1997 - May 2000
Merrill Lynch Asset Management September 1994 - November 1997
Education
Bishop Egan
Bishop Egan
Bishop Egan
LaSalle University
Master of Business Administration (MBA), Business/Managerial Economics
Temple University
Bachelor of Science (BS), Economics
Merrill Lynch May 2000 - Present
Morgan Stanley November 1997 - May 2000
Merrill Lynch Asset Management September 1994 - November 1997
Education
Bishop Egan
Bishop Egan
Bishop Egan
LaSalle University
Master of Business Administration (MBA), Business/Managerial Economics
Temple University
Bachelor of Science (BS), Economics
Samson Fixler's Merrill Lynch Experience 1997 - 1998
Job Chief Operating Officer at AmeriWound, LLC
Industry Health, Wellness and Fitness
Experience
AmeriWound, LLC April 2011 - Present
DFD Services, LLC May 2009 - June 2012
GemCare Health Services, Inc. September 2001 - May 2009
Delaware Investments 1998 - 2001
Merrill Lynch 1997 - 1998
Merrill Lynch 1996 - 1997
Skills
Healthcare, Long-term Care, Medicare, Medicaid, Insurance, Dentistry, Operations Management, Compliance, Team Building, Start-ups, Physicians, Strategy, Management, Healthcare Management, Recruiting, Physician Relations, Human Resources, HIPAA, Employee Benefits, New Business Development, Business Process, IT Management, EMR, Wound Care, IT Solutions, Strategic Planning
Education
Temple University - Fox School of Business and Management 1998 — 2000
MS, Business Administration
Yeshiva University 1993 — 1996
Biology, Cellular Biology, Molecular Biology
AmeriWound, LLC April 2011 - Present
DFD Services, LLC May 2009 - June 2012
GemCare Health Services, Inc. September 2001 - May 2009
Delaware Investments 1998 - 2001
Merrill Lynch 1997 - 1998
Merrill Lynch 1996 - 1997
Skills
Healthcare, Long-term Care, Medicare, Medicaid, Insurance, Dentistry, Operations Management, Compliance, Team Building, Start-ups, Physicians, Strategy, Management, Healthcare Management, Recruiting, Physician Relations, Human Resources, HIPAA, Employee Benefits, New Business Development, Business Process, IT Management, EMR, Wound Care, IT Solutions, Strategic Planning
Education
Temple University - Fox School of Business and Management 1998 — 2000
MS, Business Administration
Yeshiva University 1993 — 1996
Biology, Cellular Biology, Molecular Biology
Damon Slepian's Merrill Lynch Experience 1993 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1993 - Present
Education
Temple University - Fox School of Business and Management 1991 — 1993
MBA, Marketing
University of Richmond 1986 — 1990
Merrill Lynch 1993 - Present
Education
Temple University - Fox School of Business and Management 1991 — 1993
MBA, Marketing
University of Richmond 1986 — 1990
Marc Dickerson's Merrill Lynch Experience June 2011 - January 2013
Job Media Production Professional
Industry Media Production
Experience
Marc Dickerson Videography/Larc Productions 2008 - Present
Colin Quinn's The Cop Show October 2013 - October 2013
Merrill Lynch June 2011 - January 2013
Skills
Final Cut Pro, Film, Video Editing, Television, Video, Videography, Video Production, Editing, Short Films, Music Videos, Adobe Creative Suite, Social Media, Public Speaking, Avid, Documentaries, Adobe Premiere, Screenplay Writing, Final Draft, Storytelling, Writing, Creative Writing, Screenwriting
Education
Temple University 2003 — 2007
Bachelor of Arts (BA), Film and Media Arts
Temple University 2003 — 2007
Bachelor's degree, Film and Media Arts
Marc Dickerson Videography/Larc Productions 2008 - Present
Colin Quinn's The Cop Show October 2013 - October 2013
Merrill Lynch June 2011 - January 2013
Skills
Final Cut Pro, Film, Video Editing, Television, Video, Videography, Video Production, Editing, Short Films, Music Videos, Adobe Creative Suite, Social Media, Public Speaking, Avid, Documentaries, Adobe Premiere, Screenplay Writing, Final Draft, Storytelling, Writing, Creative Writing, Screenwriting
Education
Temple University 2003 — 2007
Bachelor of Arts (BA), Film and Media Arts
Temple University 2003 — 2007
Bachelor's degree, Film and Media Arts
Marguerita Chapman's Merrill Lynch Experience July 2012 - Present
Job Strategy Execution Lead II
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Merrill Lynch May 2004 - July 2012
Morgan Stanley Smith Barney March 2003 - May 2004
Vanguard September 1997 - March 2003
Skills
Securities, Retirement Planning, Wealth Management, Financial Advisory, Analysis, Investment Advisory, 401k, Strategy, Organization, Problem Solving, Business Strategy Tools, Series 6, Series 7, Series 63, Series 65, Life Insurance, Series 31
Education
Temple University - Fox School of Business and Management
Bachelors of Business Administration, Finance
Merrill Lynch July 2012 - Present
Merrill Lynch May 2004 - July 2012
Morgan Stanley Smith Barney March 2003 - May 2004
Vanguard September 1997 - March 2003
Skills
Securities, Retirement Planning, Wealth Management, Financial Advisory, Analysis, Investment Advisory, 401k, Strategy, Organization, Problem Solving, Business Strategy Tools, Series 6, Series 7, Series 63, Series 65, Life Insurance, Series 31
Education
Temple University - Fox School of Business and Management
Bachelors of Business Administration, Finance
Casie Scheffler's Merrill Lynch Experience 2007 - 2007
Job Bookkeeper at Steamatic Catastrophe Management
Industry Consumer Services
Experience
Steamatic Catastrophe Management May 2012 - Present
Robert W Baird & Co., Inc. February 2011 - February 2012
Wells Fargo Advisors, LLC April 2008 - February 2011
Merrill Lynch 2007 - 2007
Skills
Microsoft Excel, PowerPoint, Bookkeeping, Payroll, Payroll Taxes, Sales & Use Tax, Sales Tax, Multi-State Sales Tax, Office Administration
Education
Texas A&M University 2002 — 2006
B. B. A., Finance
Steamatic Catastrophe Management May 2012 - Present
Robert W Baird & Co., Inc. February 2011 - February 2012
Wells Fargo Advisors, LLC April 2008 - February 2011
Merrill Lynch 2007 - 2007
Skills
Microsoft Excel, PowerPoint, Bookkeeping, Payroll, Payroll Taxes, Sales & Use Tax, Sales Tax, Multi-State Sales Tax, Office Administration
Education
Texas A&M University 2002 — 2006
B. B. A., Finance
Matthew Pusak's Merrill Lynch Experience July 2013 - Present
Job Vice President, Senior Product Manager, Offshore Mutual Funds at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch April 2012 - July 2013
Merrill Lynch August 2010 - April 2012
Philly IT December 2008 - August 2010
Camden Riversharks September 2007 - February 2009
Skills
Series 7, Asset Allocation, Mutual Funds, Separately Managed..., ETFs, Unified Managed Accounts, Wealth Management, Microsoft Excel, Uniform Combined State..., Investment Advisory, Fixed Income, Portfolio Management, Trading, Series 63
Education
Temple University - Fox School of Business and Management
B.A., Finance, Management Information Systems
Merrill Lynch July 2013 - Present
Merrill Lynch April 2012 - July 2013
Merrill Lynch August 2010 - April 2012
Philly IT December 2008 - August 2010
Camden Riversharks September 2007 - February 2009
Skills
Series 7, Asset Allocation, Mutual Funds, Separately Managed..., ETFs, Unified Managed Accounts, Wealth Management, Microsoft Excel, Uniform Combined State..., Investment Advisory, Fixed Income, Portfolio Management, Trading, Series 63
Education
Temple University - Fox School of Business and Management
B.A., Finance, Management Information Systems
Ron Klear's Merrill Lynch Experience September 2011 - Present
Job VP, Employer Plan Associate Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Merrill Lynch July 2007 - August 2011
Education
Temple University
Merrill Lynch September 2011 - Present
Merrill Lynch July 2007 - August 2011
Education
Temple University
Loren Lalli's Merrill Lynch Experience January 2008 - December 2008
Job Deployment Engineer at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase May 2011 - Present
Merck December 2009 - May 2010
Johnson & Johnson February 2009 - April 2009
Merrill Lynch January 2008 - December 2008
Access Group March 2006 - November 2007
JPMorgan Chase August 2005 - December 2005
MBNA October 2003 - November 2004
Merck January 2002 - July 2003
Skills
SCCM, Software Documentation, Microsoft SQL Server, Operating Systems, Integration, Servers, Windows Server, Troubleshooting, Technical Support, Windows XP, System Deployment
Education
Miquon Upper School
Pennsylvania State University, Great Valley
Temple University
University of Pennsylvania
B.A.
JPMorgan Chase May 2011 - Present
Merck December 2009 - May 2010
Johnson & Johnson February 2009 - April 2009
Merrill Lynch January 2008 - December 2008
Access Group March 2006 - November 2007
JPMorgan Chase August 2005 - December 2005
MBNA October 2003 - November 2004
Merck January 2002 - July 2003
Skills
SCCM, Software Documentation, Microsoft SQL Server, Operating Systems, Integration, Servers, Windows Server, Troubleshooting, Technical Support, Windows XP, System Deployment
Education
Miquon Upper School
Pennsylvania State University, Great Valley
Temple University
University of Pennsylvania
B.A.
Sally Parker-Will's Merrill Lynch Experience 2008 - Present
Job AVP, Client Onboarding Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Merrill Lynch March 2006 - June 2008
The American College March 2005 - November 2005
AXA Advisors, LLC January 1991 - March 2005
Citizens Investment Services Corp 2003 - 2005
AXA Equitable 1991 - 2003
AXA Equitable 1991 - 2003
Progress Bank 1983 - 1991
Skills
Program Management, Series 63, Finance, Project Management, Portfolio Management, Equities, Wealth Management, Mutual Funds, Retirement Planning, Investment Banking, Fixed Income, Securities, Business Development, Financial Advisory, Financial Analysis, Capital Markets, Investments, Asset Allocation, Series 7, Strategic Financial..., FINRA, Relationship Management, Financial Modeling, Marketing, Leadership, Uniform Combined State..., Financial Services, Estate Planning, Financial Planning
Education
University of Maryland College Park 1978 — 1981
BS, Marketing
Temple University
MBA, Finance
Upper Dublin
Upper Dublin
Upper Dublin
Upper Dublin
Merrill Lynch 2008 - Present
Merrill Lynch March 2006 - June 2008
The American College March 2005 - November 2005
AXA Advisors, LLC January 1991 - March 2005
Citizens Investment Services Corp 2003 - 2005
AXA Equitable 1991 - 2003
AXA Equitable 1991 - 2003
Progress Bank 1983 - 1991
Skills
Program Management, Series 63, Finance, Project Management, Portfolio Management, Equities, Wealth Management, Mutual Funds, Retirement Planning, Investment Banking, Fixed Income, Securities, Business Development, Financial Advisory, Financial Analysis, Capital Markets, Investments, Asset Allocation, Series 7, Strategic Financial..., FINRA, Relationship Management, Financial Modeling, Marketing, Leadership, Uniform Combined State..., Financial Services, Estate Planning, Financial Planning
Education
University of Maryland College Park 1978 — 1981
BS, Marketing
Temple University
MBA, Finance
Upper Dublin
Upper Dublin
Upper Dublin
Upper Dublin
Marc McAllister's Merrill Lynch Experience VPMerrill LynchMarch 1996 - January 2001
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch VPMerrill LynchMarch 1996 - January 2001
Skills
Asset Management, Series 7, Strategic Financial..., Capital Markets, Retirement, Investment Strategies, Mutual Funds, Wealth Management, Bloomberg, Equities, Relationship Management, Investment Advisory, Finance, Investments, Retirement Planning, Portfolio Management, Securities, Alternative Investments, Series 63, Hedge Funds, Fixed Income, Asset Allocation, Financial Advisory, Trading
Education
Temple University - Fox School of Business and Management 1990 — 1993
Merrill Lynch VPMerrill LynchMarch 1996 - January 2001
Skills
Asset Management, Series 7, Strategic Financial..., Capital Markets, Retirement, Investment Strategies, Mutual Funds, Wealth Management, Bloomberg, Equities, Relationship Management, Investment Advisory, Finance, Investments, Retirement Planning, Portfolio Management, Securities, Alternative Investments, Series 63, Hedge Funds, Fixed Income, Asset Allocation, Financial Advisory, Trading
Education
Temple University - Fox School of Business and Management 1990 — 1993
Sonia Dadhich, MBA's Merrill Lynch Experience July 2007 - November 2010
Job Cyber Risk Senior Consultant, Deloitte
Industry Financial Services
Experience
Deloitte July 2014 - Present
Citi November 2010 - August 2012
BANK OF AMERICA July 2007 - November 2010
Merrill Lynch July 2007 - November 2010
Lincoln Financial Group June 2006 - August 2006
HARLEYSVILLE INSURANCE COMPANY May 2005 - August 2005
Skills
Vendor Management, Management, Analysis, Training, Financial Risk, Access, Data Analysis, Internal Audit, Auditing, Software Documentation, Risk Assessment, Sarbanes-Oxley Act, SharePoint, Employee Benefits, FINRA, Telecommunications, Fixed Income, Capital Markets, Securities, Equities
Education
Saint John's University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Temple University - Fox School of Business and Management 2003 — 2007
Bachelors, Business Administration; Finance & Accounting
Deloitte July 2014 - Present
Citi November 2010 - August 2012
BANK OF AMERICA July 2007 - November 2010
Merrill Lynch July 2007 - November 2010
Lincoln Financial Group June 2006 - August 2006
HARLEYSVILLE INSURANCE COMPANY May 2005 - August 2005
Skills
Vendor Management, Management, Analysis, Training, Financial Risk, Access, Data Analysis, Internal Audit, Auditing, Software Documentation, Risk Assessment, Sarbanes-Oxley Act, SharePoint, Employee Benefits, FINRA, Telecommunications, Fixed Income, Capital Markets, Securities, Equities
Education
Saint John's University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Temple University - Fox School of Business and Management 2003 — 2007
Bachelors, Business Administration; Finance & Accounting
Raju Kanumuri's Merrill Lynch Experience November 1997 - June 2000
Job Senior Software Developer and Technical Lead
Industry Investment Banking
Experience
Bank of America July 2013 - Present
Nettage April 2010 - June 2013
Bank of America August 2003 - March 2010
JPMorgan Chase March 2002 - July 2003
Abel Noser June 2001 - February 2002
Goldman Sachs January 2001 - June 2001
Instinet Corporation June 2000 - January 2001
Merrill Lynch November 1997 - June 2000
JPMorgan March 1997 - October 1997
Skills
Investment Banking, Trading Systems, Equity Trading, Credit Risk, Derivatives, Electronic Trading, Credit Derivatives, SDLC, Fixed Income, Equities, Capital Markets, Architecture, Trading, Sybase, Market Risk, Interest Rate..., Swaps, Equity Derivatives, Risk Management, Prime Brokerage, FX Options, Business Analysis, Options, Enterprise Architecture, Reference Data, Middle Office, Data Warehousing, Wealth Management, Financial Risk, Securities, Application Architecture, Structured Products, Collateral Management, Quantitative Analytics, Financial Modeling, Bonds, Financial Markets, Asset Managment, CDS, MBS, Hedge Funds, Agile Methodologies, Agile Project Management, Software Project..., Software Development, Solution Architecture, System Architecture
Education
Temple University
MS
Bank of America July 2013 - Present
Nettage April 2010 - June 2013
Bank of America August 2003 - March 2010
JPMorgan Chase March 2002 - July 2003
Abel Noser June 2001 - February 2002
Goldman Sachs January 2001 - June 2001
Instinet Corporation June 2000 - January 2001
Merrill Lynch November 1997 - June 2000
JPMorgan March 1997 - October 1997
Skills
Investment Banking, Trading Systems, Equity Trading, Credit Risk, Derivatives, Electronic Trading, Credit Derivatives, SDLC, Fixed Income, Equities, Capital Markets, Architecture, Trading, Sybase, Market Risk, Interest Rate..., Swaps, Equity Derivatives, Risk Management, Prime Brokerage, FX Options, Business Analysis, Options, Enterprise Architecture, Reference Data, Middle Office, Data Warehousing, Wealth Management, Financial Risk, Securities, Application Architecture, Structured Products, Collateral Management, Quantitative Analytics, Financial Modeling, Bonds, Financial Markets, Asset Managment, CDS, MBS, Hedge Funds, Agile Methodologies, Agile Project Management, Software Project..., Software Development, Solution Architecture, System Architecture
Education
Temple University
MS
Sharon Gonsalves's Merrill Lynch Experience May 2011 - Present
Job Financial Treasury Analyst w/Expertise in Investments & Cash Management || Open to New Opportunities
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Leaders in Financial Treasury Analysis in the Greater New York City Area 2013 - Present
Plainsboro Moms Club July 2010 - June 2011
Reliance Insurance Company September 1999 - March 2006
Pet Valu International Inc April 1998 - September 1999
Delaware Investments March 1996 - April 1998
Delaware Investments 1996 - 1998
Fund/Plan Services, Inc. March 1993 - March 1996
Skills
Accounting, Finance, Banking, Cash Flow, Financial Accounting, Treasury, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, General Ledger, PeopleSoft, Funding, Information Technology, Teamwork, Pricing, Process Engineering, Accounting Applications, Data Conversion, Financial Analysis, Investments, Financial Services, Custodians, Investment..., Access, Budgets, Leadership, Risk Management, Management, Analysis
Education
Temple University - Fox School of Business and Management 1997 — 2001
M.B.A, Finance
Ursinus College 1988 — 1992
B.A, Economics and Business Administration; Accounting
Archbishop Kennedy H.S.
Merrill Lynch May 2011 - Present
Leaders in Financial Treasury Analysis in the Greater New York City Area 2013 - Present
Plainsboro Moms Club July 2010 - June 2011
Reliance Insurance Company September 1999 - March 2006
Pet Valu International Inc April 1998 - September 1999
Delaware Investments March 1996 - April 1998
Delaware Investments 1996 - 1998
Fund/Plan Services, Inc. March 1993 - March 1996
Skills
Accounting, Finance, Banking, Cash Flow, Financial Accounting, Treasury, Microsoft Excel, PowerPoint, Marketing, Microsoft Word, General Ledger, PeopleSoft, Funding, Information Technology, Teamwork, Pricing, Process Engineering, Accounting Applications, Data Conversion, Financial Analysis, Investments, Financial Services, Custodians, Investment..., Access, Budgets, Leadership, Risk Management, Management, Analysis
Education
Temple University - Fox School of Business and Management 1997 — 2001
M.B.A, Finance
Ursinus College 1988 — 1992
B.A, Economics and Business Administration; Accounting
Archbishop Kennedy H.S.
Larry Zalkin's Merrill Lynch Experience November 2009 - May 2012
Job
Industry Financial Services
Experience
Morgan Stanley May 2012 - September 2013
Merrill Lynch November 2009 - May 2012
Skills
Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Investments, Estate Planning
Education
Temple University
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley May 2012 - September 2013
Merrill Lynch November 2009 - May 2012
Skills
Mutual Funds, Investment Advisory, Wealth Management, Retirement Planning, Investments, Estate Planning
Education
Temple University
Bachelor of Science (BS), Accounting and Finance
Philip Lin, Esquire's Merrill Lynch Experience 2001 - 2006
Job Director of North Asia Investment Services at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2006 - Present
Merrill Lynch 2001 - 2006
Delaware Invesstments November 1996 - December 2001
Morgan, Lewis & Bockius LLP July 1993 - November 1996
Pepper Hamilton LLP September 1991 - July 1993
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management
Education
Temple University - James E. Beasley School of Law 1988 — 1991
Juris Doctor
Temple University 1985 — 1987
Master's, International Relations
Institute of International Relations 1978 — 1982
Bachelor's, English and International Relations
T. Rowe Price July 2006 - Present
Merrill Lynch 2001 - 2006
Delaware Invesstments November 1996 - December 2001
Morgan, Lewis & Bockius LLP July 1993 - November 1996
Pepper Hamilton LLP September 1991 - July 1993
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management
Education
Temple University - James E. Beasley School of Law 1988 — 1991
Juris Doctor
Temple University 1985 — 1987
Master's, International Relations
Institute of International Relations 1978 — 1982
Bachelor's, English and International Relations
Jeremiah Shar's Merrill Lynch Experience January 2004 - July 2006
Job Reconciliation Administrator I at Meta Bank
Industry Financial Services
Experience
NCO FINANCIAL SYTEMS, INC July 2006 - June 2009
NCO Financial Systems 2006 - 2009
Merrill Lynch January 2004 - July 2006
Merrill Lynch 2004 - 2006
CITIBANK, INC August 2000 - September 2002
Skills
Accounts Receivable, Accounts Payable, Forecasting, Account Reconciliation, Process Improvement, Management
Education
Temple University 1999 — 2003
Bachelor of Arts, Accounting and Economics
Temple University - Fox School of Business and Management 1999 — 2003
BA, Accounting & Economics
NCO FINANCIAL SYTEMS, INC July 2006 - June 2009
NCO Financial Systems 2006 - 2009
Merrill Lynch January 2004 - July 2006
Merrill Lynch 2004 - 2006
CITIBANK, INC August 2000 - September 2002
Skills
Accounts Receivable, Accounts Payable, Forecasting, Account Reconciliation, Process Improvement, Management
Education
Temple University 1999 — 2003
Bachelor of Arts, Accounting and Economics
Temple University - Fox School of Business and Management 1999 — 2003
BA, Accounting & Economics
Tanisha (Tanisha Young) Ferris's Merrill Lynch Experience January 2006 - June 2006
Job Human Resources Generalist at IKEA
Industry Retail
Experience
IKEA September 2006 - Present
Merrill Lynch January 2006 - June 2006
AMC Theatres September 1993 - April 2004
Skills
Employee Relations, Succession Planning, Performance Management, Onboarding, Talent Management, Recruiting, HR Policies, HRIS, Human Resources, Employee Engagement, Benefits Administration, Talent Acquisition, Deferred Compensation, New Hire Orientations, Employee Benefits, Personnel Management, Sourcing
Education
School name: 2005 — 2006
Master of Business Administration (MBA), University of Phoenix
Temple University - Fox School of Business and Management 2000 — 2005
Bachelor of Arts (B.A.), Human Resources Management and Services
IKEA September 2006 - Present
Merrill Lynch January 2006 - June 2006
AMC Theatres September 1993 - April 2004
Skills
Employee Relations, Succession Planning, Performance Management, Onboarding, Talent Management, Recruiting, HR Policies, HRIS, Human Resources, Employee Engagement, Benefits Administration, Talent Acquisition, Deferred Compensation, New Hire Orientations, Employee Benefits, Personnel Management, Sourcing
Education
School name: 2005 — 2006
Master of Business Administration (MBA), University of Phoenix
Temple University - Fox School of Business and Management 2000 — 2005
Bachelor of Arts (B.A.), Human Resources Management and Services
Jaime Sharp's Merrill Lynch Experience December 2013 - Present
Job Vice President, Merrill Lynch Bank of America
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Global Planners, Inc 2006 - November 2013
Fox Cable Networks 2004 - 2006
Fox Cable Networks 2003 - 2004
MTV Networks 2000 - 2003
Skills
Corporate Events, Meeting Planning, Trade Shows, Event Management, Event Planning, Marketing Communications, Coordinating Events, Hospitality, Integrated Marketing, Advertising
Education
Temple University 1995 — 1999
Bachelor of the Arts, Journalism, Public Relations and Advertising
Merrill Lynch December 2013 - Present
Global Planners, Inc 2006 - November 2013
Fox Cable Networks 2004 - 2006
Fox Cable Networks 2003 - 2004
MTV Networks 2000 - 2003
Skills
Corporate Events, Meeting Planning, Trade Shows, Event Management, Event Planning, Marketing Communications, Coordinating Events, Hospitality, Integrated Marketing, Advertising
Education
Temple University 1995 — 1999
Bachelor of the Arts, Journalism, Public Relations and Advertising
Peter Magiso's Merrill Lynch Experience 1995 - 1995
Job KPMG Advisory
Industry Accounting
Experience
KPMG 2010 - Present
HP Enterprise Services 2008 - 2010
ExcellerateHRO/Towers Perrin 2001 - 2007
Towers Perrin 1995 - 2001
Merrill Lynch 1995 - 1995
Skills
Change Management, Vendor Management, Process Improvement, IT Audit, Business Analysis, Defined Benefit, Internal Controls, Management, Program Management, Risk Management, Project Management, Business Process..., Budgets, Finance, Enterprise Risk..., Accounting, Financial Analysis
Education
Temple University - Fox School of Business and Management
MBA, Finance
UCLA
KPMG 2010 - Present
HP Enterprise Services 2008 - 2010
ExcellerateHRO/Towers Perrin 2001 - 2007
Towers Perrin 1995 - 2001
Merrill Lynch 1995 - 1995
Skills
Change Management, Vendor Management, Process Improvement, IT Audit, Business Analysis, Defined Benefit, Internal Controls, Management, Program Management, Risk Management, Project Management, Business Process..., Budgets, Finance, Enterprise Risk..., Accounting, Financial Analysis
Education
Temple University - Fox School of Business and Management
MBA, Finance
UCLA
Beth Zucker, MBA, CFP®, CDFA's Merrill Lynch Experience 1991 - 1999
Job First Vice President at Zucker Berne Lieberman Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 1999 - Present
Merrill Lynch 1991 - 1999
Skills
Retirement, Securities, Retirement Planning, 401k Rollovers, Fixed Annuities, Insurance, Asset Allocation, Investment Strategies, Asset Management, Alternative Investments, Investment Advisory, Financial Services, 401k
Education
Temple University - Fox School of Business and Management
MBA, International Finance
Wells Fargo Advisors 1999 - Present
Merrill Lynch 1991 - 1999
Skills
Retirement, Securities, Retirement Planning, 401k Rollovers, Fixed Annuities, Insurance, Asset Allocation, Investment Strategies, Asset Management, Alternative Investments, Investment Advisory, Financial Services, 401k
Education
Temple University - Fox School of Business and Management
MBA, International Finance
Jerry Lamina, P.E., MBA's Merrill Lynch Experience 1988 - 2001
Job Mechanical & Structural PE
Industry Mechanical or Industrial Engineering
Experience
Miller-Remick Corporation March 2012 - Present
Toll Brothers,Inc. 2004 - 2007
Toll Brothers,Inc. 2004 - 2007
MERRILL LYNCH 1988 - 2001
Temple University 1975 - 1979
Skills
Leadership, Engineering, Renovation, Construction Management, Land Development, Construction, Submittals, Contract Management, HVAC, Contract Negotiation, LEED, Project Estimation, CAD, AutoCAD
Education
St.Josephs University 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance
Temple University
Bachelor of Science in Engineering, Mechanical/Structural
Miller-Remick Corporation March 2012 - Present
Toll Brothers,Inc. 2004 - 2007
Toll Brothers,Inc. 2004 - 2007
MERRILL LYNCH 1988 - 2001
Temple University 1975 - 1979
Skills
Leadership, Engineering, Renovation, Construction Management, Land Development, Construction, Submittals, Contract Management, HVAC, Contract Negotiation, LEED, Project Estimation, CAD, AutoCAD
Education
St.Josephs University 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance
Temple University
Bachelor of Science in Engineering, Mechanical/Structural
Ronald Huang's Merrill Lynch Experience May 2012 - Present
Job Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Skills
Investment Strategies, Financial Analysis, New Business Development, Risk Assessment, Portfolio Management, Securities, Asset Allocation, FINRA, Finance, Financial Advisory, Insurance, Investments, Mutual Funds, Series 7, Wealth
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance
Merrill Lynch May 2012 - Present
Skills
Investment Strategies, Financial Analysis, New Business Development, Risk Assessment, Portfolio Management, Securities, Asset Allocation, FINRA, Finance, Financial Advisory, Insurance, Investments, Mutual Funds, Series 7, Wealth
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance
Thomas Gasbarre's Merrill Lynch Experience 1983 - 2004
Job Principal at Liberty Investment Management
Industry Financial Services
Experience
Liberty Investment Management July 2013 - Present
First Flag Capital Advisors January 2011 - July 2013
Morgan Stanley Smith Barney June 2009 - January 2011
Smith Barney January 2005 - June 2009
Merrill Lynch 1983 - 2004
Skills
Retirement Planning, Investments, Management, Finance, Strategic Planning, Leadership, Sales, Financial Analysis, Mutual Funds, Investment Management, Portfolio Management
Education
Temple University - Fox School of Business and Management 1987 — 1992
MBA, Investment Management
Penn State University--Smeal School of Business 1978 — 1982
BS, Security Valuation and Portfolio Management
Liberty Investment Management July 2013 - Present
First Flag Capital Advisors January 2011 - July 2013
Morgan Stanley Smith Barney June 2009 - January 2011
Smith Barney January 2005 - June 2009
Merrill Lynch 1983 - 2004
Skills
Retirement Planning, Investments, Management, Finance, Strategic Planning, Leadership, Sales, Financial Analysis, Mutual Funds, Investment Management, Portfolio Management
Education
Temple University - Fox School of Business and Management 1987 — 1992
MBA, Investment Management
Penn State University--Smeal School of Business 1978 — 1982
BS, Security Valuation and Portfolio Management
Jeffrey Ridge, CLU's Merrill Lynch Experience January 2006 - October 2008
Job Marketing Director at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage May 2013 - Present
Capitas Financial October 2008 - April 2013
Merrill Lynch January 2006 - October 2008
Skills
Series 7, Series 66, CLU, Life and Health..., Uniform Combined State..., Marketing, Insurance, Fixed Annuities, Retirement Planning, Series 63, Long-term Care, Term Life Insurance
Education
The American College 2012 — 2013
Chartered Life Underwriter
Temple University 2004 — 2005
Finance
Highland Capital Brokerage May 2013 - Present
Capitas Financial October 2008 - April 2013
Merrill Lynch January 2006 - October 2008
Skills
Series 7, Series 66, CLU, Life and Health..., Uniform Combined State..., Marketing, Insurance, Fixed Annuities, Retirement Planning, Series 63, Long-term Care, Term Life Insurance
Education
The American College 2012 — 2013
Chartered Life Underwriter
Temple University 2004 — 2005
Finance
Khalia Cross's Merrill Lynch Experience October 2014 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Edge February 2014 - October 2014
Merrill Edge January 2013 - January 2014
Bank of America June 2009 - January 2013
Skills
Corporate Communications, Credit, Banking, Credit Analysis, Credit Risk, Customer Service, Event Management, Event Planning, Finance, Financial Services, Fixed Income, Investments, Loans, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Portfolio Management, Public Relations, Public Speaking, Relationship Management, Retail Banking, Risk Management, Series 63, Series 7, Social Media, Social Media Marketing, Wealth Management
Education
Temple University 2004 — 2008
bachelor's in business, Finance and Accounting
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), International Business
Merrill Lynch October 2014 - Present
Merrill Edge February 2014 - October 2014
Merrill Edge January 2013 - January 2014
Bank of America June 2009 - January 2013
Skills
Corporate Communications, Credit, Banking, Credit Analysis, Credit Risk, Customer Service, Event Management, Event Planning, Finance, Financial Services, Fixed Income, Investments, Loans, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Portfolio Management, Public Relations, Public Speaking, Relationship Management, Retail Banking, Risk Management, Series 63, Series 7, Social Media, Social Media Marketing, Wealth Management
Education
Temple University 2004 — 2008
bachelor's in business, Finance and Accounting
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), International Business
Jordan Hastoglis's Merrill Lynch Experience December 2012 - January 2013
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
SFG Wealth Planning Services May 2013 - August 2013
Merrill Lynch December 2012 - January 2013
Skills
Microsoft Office
Education
Temple University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.01 GPA
Vanguard May 2014 - Present
SFG Wealth Planning Services May 2013 - August 2013
Merrill Lynch December 2012 - January 2013
Skills
Microsoft Office
Education
Temple University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.01 GPA
Joseph Amalfitano's Merrill Lynch Experience May 1991 - March 2008
Job Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James February 2008 - Present
Morgan Stanley Smith Barney November 1998 - March 2008
Merrill Lynch May 1991 - March 2008
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Allocation, Financial Analysis, Asset Management, Uniform Combined State..., Accounting, Budgets, Investment Advisory, Alternative Investments, Portfolio Management, Mutual Funds, Equities, 401k, Estate Planning, Retirement, Hedge Funds
Education
Temple University 1984 — 1987
BA, Accounting / Finance
Saint James Catholic High School
Raymond James February 2008 - Present
Morgan Stanley Smith Barney November 1998 - March 2008
Merrill Lynch May 1991 - March 2008
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Allocation, Financial Analysis, Asset Management, Uniform Combined State..., Accounting, Budgets, Investment Advisory, Alternative Investments, Portfolio Management, Mutual Funds, Equities, 401k, Estate Planning, Retirement, Hedge Funds
Education
Temple University 1984 — 1987
BA, Accounting / Finance
Saint James Catholic High School
David Kramp's Merrill Lynch Experience May 1985 - May 1996
Job
Industry Investment Management
Experience
Merrill Lynch May 1985 - May 1996
Education
Temple University 1967 — 1971
BS, Finance
Temple University - Fox School of Business and Management 1967 — 1971
BS, Finance
Merrill Lynch May 1985 - May 1996
Education
Temple University 1967 — 1971
BS, Finance
Temple University - Fox School of Business and Management 1967 — 1971
BS, Finance
John P. Rufo's Merrill Lynch Experience September 2011 - September 2015
Job Director, Complex Supervisory Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2015 - Present
Merrill Lynch September 2011 - September 2015
Morgan Stanley Smith Barney June 2009 - September 2011
Citigroup Smith Barney August 1987 - June 2009
Skills
Series 3, Series 7, Series 8, Series 63, Series 65
Education
Temple University
Bachelor of Business Administration, Business Law
UBS Wealth Management September 2015 - Present
Merrill Lynch September 2011 - September 2015
Morgan Stanley Smith Barney June 2009 - September 2011
Citigroup Smith Barney August 1987 - June 2009
Skills
Series 3, Series 7, Series 8, Series 63, Series 65
Education
Temple University
Bachelor of Business Administration, Business Law
Health Ministry byrd's Merrill Lynch Experience May 1987 - June 1989
Job Supervisor Transit Service at StarMetro
Industry Health, Wellness and Fitness
Experience
StarMetro November 2007 - Present
Merrill Lynch May 1987 - June 1989
Ferro Corporation June 1975 - June 1987
Education
Tennessee Technological University 1970 — 1975
Bachelor of Science (BS), Business Administration and Management, General
StarMetro November 2007 - Present
Merrill Lynch May 1987 - June 1989
Ferro Corporation June 1975 - June 1987
Education
Tennessee Technological University 1970 — 1975
Bachelor of Science (BS), Business Administration and Management, General
Dan Jay's Merrill Lynch Experience August 1991 - Present
Job Financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1991 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, Saving for Education, Series 63, 401k Rollovers, Mutual Funds, Retirement, Asset Allocation, Series 65, Investment Strategies, IRAs, Series 7
Education
Websters University 1988 — 1990
Master of Arts (M.A.), Business Administration and Management, General
Texas A&M University 1974 — 1978
Bachelor of Science (BS), Agricultural Economics
Merrill Lynch August 1991 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, Saving for Education, Series 63, 401k Rollovers, Mutual Funds, Retirement, Asset Allocation, Series 65, Investment Strategies, IRAs, Series 7
Education
Websters University 1988 — 1990
Master of Arts (M.A.), Business Administration and Management, General
Texas A&M University 1974 — 1978
Bachelor of Science (BS), Agricultural Economics
Genevieve Perloff's Merrill Lynch Experience March 1982 - December 2010
Job Sr. Research Analyst at CB Transportation, Inc.
Industry Transportation/Trucking/Railroad
Experience
CB Transportation, Inc. January 2011 - Present
Merrill Lynch March 1982 - December 2010
Education
Temple University
BS, Accounting
CB Transportation, Inc. January 2011 - Present
Merrill Lynch March 1982 - December 2010
Education
Temple University
BS, Accounting
Fred Morley's Merrill Lynch Experience October 2012 - March 2014
Job Executive Support Analyst at Shire Pharmaceuticals
Industry Financial Services
Experience
Shire Pharmaceuticals January 2015 - Present
Merrill Lynch October 2012 - March 2014
capmark finance inc August 2000 - December 2011
Capmark 2000 - 2011
Skills
Active Directory, Troubleshooting, Cisco Technologies, Technical Support, Servers, Operating Systems, Group Policy, System Deployment, Windows, Printers, Management, Server Administration, Mobile Devices, Disaster Recovery, Asset Management, Vendor Management, Process Improvement, XP, Data Center, Windows 7, Software Documentation, SharePoint, Microsoft Office, Desktop Computers
Education
Abington High School
Temple University
Shire Pharmaceuticals January 2015 - Present
Merrill Lynch October 2012 - March 2014
capmark finance inc August 2000 - December 2011
Capmark 2000 - 2011
Skills
Active Directory, Troubleshooting, Cisco Technologies, Technical Support, Servers, Operating Systems, Group Policy, System Deployment, Windows, Printers, Management, Server Administration, Mobile Devices, Disaster Recovery, Asset Management, Vendor Management, Process Improvement, XP, Data Center, Windows 7, Software Documentation, SharePoint, Microsoft Office, Desktop Computers
Education
Abington High School
Temple University
Yoonhe Lee's Merrill Lynch Experience April 2007 - Present
Job Specialized Fiduciary Officer I at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
Merrill Lynch 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
Wealth Management
Education
Temple University
Bachelor, Humanities and Social Sciences - English Major2005
Merrill Lynch April 2007 - Present
Merrill Lynch 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
Wealth Management
Education
Temple University
Bachelor, Humanities and Social Sciences - English Major2005
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank