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
Pavel Shklyar Pavel Shklyar's Merrill Lynch Experience June 2012 - January 2015
Job Vice President / Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2015 - Present
Merrill Lynch June 2012 - January 2015
SANO Investments June 2008 - September 2011
RBC Capital Markets November 2002 - June 2008
Salomon Smith Barney February 2000 - June 2001
Credit Suisse First Boston February 1999 - February 2000
Education
Binghamton University 1991 — 1995
Economics
JPMorgan Chase Bank N.A. January 2015 - Present
Merrill Lynch June 2012 - January 2015
SANO Investments June 2008 - September 2011
RBC Capital Markets November 2002 - June 2008
Salomon Smith Barney February 2000 - June 2001
Credit Suisse First Boston February 1999 - February 2000
Education
Binghamton University 1991 — 1995
Economics
Gil Greenberg Gil Greenberg's Merrill Lynch Experience June 2014 - August 2014
Job Student at Binghamton University
Industry Accounting
Experience
Protiviti June 2015 - Present
Merrill Lynch June 2014 - August 2014
Bayport Funding May 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Accounting
Education
Binghamton University 2011 — 2015
Protiviti June 2015 - Present
Merrill Lynch June 2014 - August 2014
Bayport Funding May 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Accounting
Education
Binghamton University 2011 — 2015
Samuel Desmond Nathanson Samuel Desmond Nathanson's Merrill Lynch Experience March 2012 - July 2014
Job Seeking Admisison to a Competitive Accelerated BSN Program
Industry Financial Services
Experience
Merrill Lynch March 2012 - July 2014
Penn State University January 2010 - December 2010
Lockheed Martin May 2008 - August 2008
Skills
C#, C++, Python, SQL, Java, JavaScript, jQuery, Web Applications, Visual Studio, Analysis, Business Analysis, PowerPoint, C, Social Media, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Research
Education
Binghamton University 2005 — 2009
Bachelor of Science (BS), Computer Engineering
Penn State University
48 credits toward Masters (incomplete), Computer Science and Engineering
Merrill Lynch March 2012 - July 2014
Penn State University January 2010 - December 2010
Lockheed Martin May 2008 - August 2008
Skills
C#, C++, Python, SQL, Java, JavaScript, jQuery, Web Applications, Visual Studio, Analysis, Business Analysis, PowerPoint, C, Social Media, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Research
Education
Binghamton University 2005 — 2009
Bachelor of Science (BS), Computer Engineering
Penn State University
48 credits toward Masters (incomplete), Computer Science and Engineering
Michael Herman Michael Herman's Merrill Lynch Experience January 1991 - September 1999
Job Business Development at Everplans
Industry Consumer Goods
Experience
Everplans May 2013 - Present
Sports Plus February 2012 - May 2013
C&I Collectables February 2011 - February 2012
Astoria Graphics February 2009 - February 2011
Cartridge World September 2004 - September 2009
GM Davis Asset Management September 1999 - December 2008
Merrill Lynch January 1991 - September 1999
Skills
Account Management, CRM, Start-ups, Customer Service, Business Development, New Business Development, Executive Management, Marketing Strategy, Product Management, Sales, Budgets, Sales Management, B2B, Business Strategy, Investments, Retail, Marketing, Strategic Planning, Strategic Partnerships, Sales Operations, Entrepreneurship, Strategy, Advertising, Business Planning, Contract Negotiation, E-commerce, Lead Generation, Social Media Marketing, Direct Marketing, Direct Sales, Small Business, Email Marketing, Management, Online Marketing, Marketing Communications, Online Advertising, Sales Process, Negotiation, Social Networking, Product Development, Team Building
Education
SUNY Binghamton 1986 — 1990
Bachelor of Arts (B.A.), History
Everplans May 2013 - Present
Sports Plus February 2012 - May 2013
C&I Collectables February 2011 - February 2012
Astoria Graphics February 2009 - February 2011
Cartridge World September 2004 - September 2009
GM Davis Asset Management September 1999 - December 2008
Merrill Lynch January 1991 - September 1999
Skills
Account Management, CRM, Start-ups, Customer Service, Business Development, New Business Development, Executive Management, Marketing Strategy, Product Management, Sales, Budgets, Sales Management, B2B, Business Strategy, Investments, Retail, Marketing, Strategic Planning, Strategic Partnerships, Sales Operations, Entrepreneurship, Strategy, Advertising, Business Planning, Contract Negotiation, E-commerce, Lead Generation, Social Media Marketing, Direct Marketing, Direct Sales, Small Business, Email Marketing, Management, Online Marketing, Marketing Communications, Online Advertising, Sales Process, Negotiation, Social Networking, Product Development, Team Building
Education
SUNY Binghamton 1986 — 1990
Bachelor of Arts (B.A.), History
Jason Levine's Merrill Lynch Experience May 2007 - August 2007
Job Estimator at Tishman Construction
Industry Construction
Experience
Tishman Construction July 2013 - Present
Turner Construction July 2011 - June 2013
Omnibuild, LLC January 2011 - July 2011
RCDolner LLC 2008 - 2011
Hinman, Howard, and Kattell, LLP, March 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Construction Management, Construction, Contract Management, Change Orders, Pre-construction, Value Engineering, MS Project, Contract Negotiation, Submittals, CPM Scheduling, LEED, AutoCAD, Project Estimation, Process Scheduler, Sage Timberline Office, Budgets, Analysis, Project Planning, Renovation, Microsoft Project
Education
Columbia University in the City of New York 2009 — 2011
Master of Science (M.S.), Construction Administration, 3.75
Binghamton University 2004 — 2008
Bachelor of Arts (B.A.), Pre-Law Studies
Tishman Construction July 2013 - Present
Turner Construction July 2011 - June 2013
Omnibuild, LLC January 2011 - July 2011
RCDolner LLC 2008 - 2011
Hinman, Howard, and Kattell, LLP, March 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Construction Management, Construction, Contract Management, Change Orders, Pre-construction, Value Engineering, MS Project, Contract Negotiation, Submittals, CPM Scheduling, LEED, AutoCAD, Project Estimation, Process Scheduler, Sage Timberline Office, Budgets, Analysis, Project Planning, Renovation, Microsoft Project
Education
Columbia University in the City of New York 2009 — 2011
Master of Science (M.S.), Construction Administration, 3.75
Binghamton University 2004 — 2008
Bachelor of Arts (B.A.), Pre-Law Studies
Jake Agoos Jake Agoos's Merrill Lynch Experience June 2010 - September 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2011 - Present
Merrill Lynch June 2010 - September 2010
Ski and Snowboard Club Vail 2008 - 2010
Windsurfing Hamptons 2007 - 2009
Skills
Outlook, SQL, Unix, Perl, Microsoft Excel, Microsoft Office, Research, PowerPoint, Microsoft Word, Data Analysis, Customer Service, Risk Analysis
Education
State University of New York at Binghamton 2006 — 2010
Bachelor's Degree, Economics
Ramaz High School 2006 — 2010
BlackRock January 2011 - Present
Merrill Lynch June 2010 - September 2010
Ski and Snowboard Club Vail 2008 - 2010
Windsurfing Hamptons 2007 - 2009
Skills
Outlook, SQL, Unix, Perl, Microsoft Excel, Microsoft Office, Research, PowerPoint, Microsoft Word, Data Analysis, Customer Service, Risk Analysis
Education
State University of New York at Binghamton 2006 — 2010
Bachelor's Degree, Economics
Ramaz High School 2006 — 2010
Jackie Studdert's Merrill Lynch Experience June 2011 - August 2012
Job Consultant Consumer Finance Group at PwC
Industry Management Consulting
Experience
PwC March 2015 - Present
Bank of America June 2014 - March 2015
Bank of America June 2013 - June 2014
Merrill Lynch June 2011 - August 2012
Augmentum Consulting Ltd September 2011 - December 2011
Skills
Fundraising, Marketing, PowerPoint, Research, Social Networking, Microsoft Excel, Microsoft Word, Access, Microsoft Office, Event Management, QuickBooks, Customer Service, Public Relations, Community Outreach, Facebook, Budgets, Analysis, Leadership
Education
Texas A&M University 2014 — 2016
Master of Business Administration (MBA), MBA
Siena College 2009 — 2013
Bachelor of Science, Economics
Birkbeck, University of London 2011 — 2011
BS, Economics
PwC March 2015 - Present
Bank of America June 2014 - March 2015
Bank of America June 2013 - June 2014
Merrill Lynch June 2011 - August 2012
Augmentum Consulting Ltd September 2011 - December 2011
Skills
Fundraising, Marketing, PowerPoint, Research, Social Networking, Microsoft Excel, Microsoft Word, Access, Microsoft Office, Event Management, QuickBooks, Customer Service, Public Relations, Community Outreach, Facebook, Budgets, Analysis, Leadership
Education
Texas A&M University 2014 — 2016
Master of Business Administration (MBA), MBA
Siena College 2009 — 2013
Bachelor of Science, Economics
Birkbeck, University of London 2011 — 2011
BS, Economics
Sabreen Jafry Sabreen Jafry's Merrill Lynch Experience May 2012 - August 2012
Job Assistant Planner Strategy at ZenithOptimedia Group I The ROI Agency
Industry Marketing and Advertising
Experience
ZenithOptimedia Group I The ROI Agency October 2014 - Present
ZenithOptimedia Group I The ROI Agency August 2014 - October 2014
ZenithOptimedia Group I The ROI Agency June 2014 - August 2014
Charity Brands Consulting June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Stony Brook Child Care May 2010 - August 2012
PricewaterhouseCoopers LLP May 2012 - May 2012
BaDaBing Records and Management July 2011 - August 2011
Skills
Facebook, Research, PowerPoint, Blogging, Microsoft Excel, Marketing, Social Media, Microsoft Word, Leadership, Social Networking, Fundraising, Nonprofits, Team Building, Market Research, Microsoft Office, Public Speaking
Education
State University of New York at Binghamton 2010 — 2014
Bachelor of Science (B.S.), Management
Smithtown High School West 2006 — 2010
ZenithOptimedia Group I The ROI Agency October 2014 - Present
ZenithOptimedia Group I The ROI Agency August 2014 - October 2014
ZenithOptimedia Group I The ROI Agency June 2014 - August 2014
Charity Brands Consulting June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Stony Brook Child Care May 2010 - August 2012
PricewaterhouseCoopers LLP May 2012 - May 2012
BaDaBing Records and Management July 2011 - August 2011
Skills
Facebook, Research, PowerPoint, Blogging, Microsoft Excel, Marketing, Social Media, Microsoft Word, Leadership, Social Networking, Fundraising, Nonprofits, Team Building, Market Research, Microsoft Office, Public Speaking
Education
State University of New York at Binghamton 2010 — 2014
Bachelor of Science (B.S.), Management
Smithtown High School West 2006 — 2010
Sabesan Venkataraman Sabesan Venkataraman's Merrill Lynch Experience July 2012 - Present
Job Technology Analyst at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch July 2012 - Present
University of Florida August 2010 - May 2012
Merrill Lynch May 2011 - August 2011
Trilogy June 2008 - July 2009
Trilogy/Versata July 2007 - December 2007
Indian Bank May 2006 - July 2006
Education
University of Florida 2010 — 2012
MS, Computer Engineering
Birla Institute of Technology and Science, Pilani 2004 — 2008
B.E.(Hons.), Computer Science
DAV Matriculation Higher Secondary School, Mogappair
Jaigopal Garodia Vivekananda Vidyalaya Senior Sec School
Merrill Lynch July 2012 - Present
University of Florida August 2010 - May 2012
Merrill Lynch May 2011 - August 2011
Trilogy June 2008 - July 2009
Trilogy/Versata July 2007 - December 2007
Indian Bank May 2006 - July 2006
Education
University of Florida 2010 — 2012
MS, Computer Engineering
Birla Institute of Technology and Science, Pilani 2004 — 2008
B.E.(Hons.), Computer Science
DAV Matriculation Higher Secondary School, Mogappair
Jaigopal Garodia Vivekananda Vidyalaya Senior Sec School
Juliana Katz's Merrill Lynch Experience April 2002 - July 2005
Job Brand Manager at Smuckers / Big Heart Pet Brands
Industry Consumer Goods
Experience
The J.M. Smucker Company May 2015 - Present
Big Heart Pet Brands February 2014 - April 2015
Del Monte Foods, Inc. May 2013 - May 2014
Del Monte Foods, Inc. February 2011 - May 2013
Toys R Us February 2009 - October 2010
Deutsche Bank June 2008 - August 2008
Hudson Ferry Capital May 2007 - August 2007
Nationwide Insurance May 2006 - August 2006
Merrill Lynch April 2002 - July 2005
Skills
Cross-functional Team..., Leadership, Strategy, Marketing Strategy, Forecasting, Product Development, Analysis, Marketing
Education
Binghamton University - School of Management
Summa cum Laude, Management, Finance & Marketing
The J.M. Smucker Company May 2015 - Present
Big Heart Pet Brands February 2014 - April 2015
Del Monte Foods, Inc. May 2013 - May 2014
Del Monte Foods, Inc. February 2011 - May 2013
Toys R Us February 2009 - October 2010
Deutsche Bank June 2008 - August 2008
Hudson Ferry Capital May 2007 - August 2007
Nationwide Insurance May 2006 - August 2006
Merrill Lynch April 2002 - July 2005
Skills
Cross-functional Team..., Leadership, Strategy, Marketing Strategy, Forecasting, Product Development, Analysis, Marketing
Education
Binghamton University - School of Management
Summa cum Laude, Management, Finance & Marketing
Ryan Gabel Ryan Gabel's Merrill Lynch Experience October 2013 - July 2014
Job Sales Representative at Paychex
Industry Human Resources
Experience
Paychex August 2014 - Present
Merrill Lynch October 2013 - July 2014
Eclipse Shading Systems October 2011 - September 2013
Education
State University of New York at Binghamton 2004 — 2008
Marketing
Paychex August 2014 - Present
Merrill Lynch October 2013 - July 2014
Eclipse Shading Systems October 2011 - September 2013
Education
State University of New York at Binghamton 2004 — 2008
Marketing
Robyn Nakamura's Merrill Lynch Experience February 2013 - May 2014
Job Inclusion Facilitator at YMCA
Industry
Experience
YMCA May 2015 - Present
CRV Studios August 2014 - Present
Josiah Venture May 2014 - August 2014
Solidarity October 2013 - May 2014
Merrill Lynch February 2013 - May 2014
Josiah Venture May 2013 - August 2013
Josiah Venture May 2012 - August 2012
Skills
Event Planning, Public Speaking, Customer Service, Teamwork, Social Media, Microsoft Office, PowerPoint, Photoshop, English, Time Management, Leadership Development
Education
Biola University 2011 — 2015
Bachelor's degree, Sociology
Biola University 2011 — 2015
Bachelor of Arts (B.A.), Sociology
YMCA May 2015 - Present
CRV Studios August 2014 - Present
Josiah Venture May 2014 - August 2014
Solidarity October 2013 - May 2014
Merrill Lynch February 2013 - May 2014
Josiah Venture May 2013 - August 2013
Josiah Venture May 2012 - August 2012
Skills
Event Planning, Public Speaking, Customer Service, Teamwork, Social Media, Microsoft Office, PowerPoint, Photoshop, English, Time Management, Leadership Development
Education
Biola University 2011 — 2015
Bachelor's degree, Sociology
Biola University 2011 — 2015
Bachelor of Arts (B.A.), Sociology
Jessica Olinger Jessica Olinger's Merrill Lynch Experience November 2013 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Merrill Lynch May 2013 - November 2013
Merrill Lynch September 2012 - May 2013
University of St. Thomas August 2009 - May 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Strategic Planning, Editing, Microsoft Office, Marketing, Project Planning, Teamwork, Time Management, Team Building
Education
University of St. Thomas 2009 — 2013
Bachelor of Arts (BA), Marketing, 3.5
Birkbeck, U. of London 2011 — 2011
Bachelor of Arts (BA), Marketing, London Business Semester
Merrill Lynch November 2013 - Present
Merrill Lynch May 2013 - November 2013
Merrill Lynch September 2012 - May 2013
University of St. Thomas August 2009 - May 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Strategic Planning, Editing, Microsoft Office, Marketing, Project Planning, Teamwork, Time Management, Team Building
Education
University of St. Thomas 2009 — 2013
Bachelor of Arts (BA), Marketing, 3.5
Birkbeck, U. of London 2011 — 2011
Bachelor of Arts (BA), Marketing, London Business Semester
James Irvine James Irvine's Merrill Lynch Experience 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
JPMorgan Chase 2013 - 2014
JP Morgan Chase 2010 - 2013
JPMorgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Skills
Microsoft Excel, Equities, Banking, Loans, Bloomberg, Microsoft Office, Microsoft Word, Analysis, Auditing, Fixed Income, PowerPoint, Bloomberg Terminal, Loan IQ, Clearpar, Firestar, Credit, Salesforce.com
Education
Binghamton University 2006 — 2010
Economics
Merrill Lynch 2015 - Present
JPMorgan Chase 2013 - 2014
JP Morgan Chase 2010 - 2013
JPMorgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Skills
Microsoft Excel, Equities, Banking, Loans, Bloomberg, Microsoft Office, Microsoft Word, Analysis, Auditing, Fixed Income, PowerPoint, Bloomberg Terminal, Loan IQ, Clearpar, Firestar, Credit, Salesforce.com
Education
Binghamton University 2006 — 2010
Economics
Jacqueline Scott Jacqueline Scott's Merrill Lynch Experience October 2011 - May 2015
Job Portfolio Management Officer
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch October 2011 - May 2015
MORGAN STANLEY, La Jolla, CA October 2009 - October 2011
Vesey Street Advisors/JSS, Inc. May 2001 - September 2009
Lehman Brothers June 1998 - December 2001
Citibank Private Bank March 1996 - July 1998
Citicorp June 1993 - July 1998
Citicorp January 1989 - February 1993
Skills
Investments, Corporate Finance, Investment Banking, Due Diligence, Finance, Financial Modeling, Capital Markets, Financial Analysis, Venture Capital, Mergers, Valuation, Fixed Income, Equities, Portfolio Management, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Series 7, Asset Managment, Strategic Financial..., Private Equity, Loans, Credit Analysis, Asset Management, Credit, Mergers & Acquisitions, Banking, Wealth Management, Underwriting, Mortgage Lending, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Binghamton University - School of Management 1979 — 1983
BS, Management Science/Computer Science Concentration
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch October 2011 - May 2015
MORGAN STANLEY, La Jolla, CA October 2009 - October 2011
Vesey Street Advisors/JSS, Inc. May 2001 - September 2009
Lehman Brothers June 1998 - December 2001
Citibank Private Bank March 1996 - July 1998
Citicorp June 1993 - July 1998
Citicorp January 1989 - February 1993
Skills
Investments, Corporate Finance, Investment Banking, Due Diligence, Finance, Financial Modeling, Capital Markets, Financial Analysis, Venture Capital, Mergers, Valuation, Fixed Income, Equities, Portfolio Management, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Series 7, Asset Managment, Strategic Financial..., Private Equity, Loans, Credit Analysis, Asset Management, Credit, Mergers & Acquisitions, Banking, Wealth Management, Underwriting, Mortgage Lending, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1989 — 1993
MBA, Finance
Binghamton University - School of Management 1979 — 1983
BS, Management Science/Computer Science Concentration
Jayanta Deb Jayanta Deb's Merrill Lynch Experience April 2006 - September 2006
Job Senior Consultant at CAPCO
Industry Investment Banking
Experience
Capco January 2015 - Present
Bank of America April 2014 - January 2015
HSBC Private Bank June 2013 - April 2014
JPMorgan Chase July 2011 - May 2013
ADP Inc February 2011 - June 2011
Verizon Wireless August 2010 - February 2011
HSBC October 2006 - August 2010
Merrill Lynch April 2006 - September 2006
Prudential Financial November 2004 - April 2006
UPS July 2004 - November 2004
Skills
DB2, SOA, Web Services, Oracle, Spring, Hibernate, Websphere, UML, Architecture, EJB, Software Design, J2EE Application..., COBOL, JCL, RUP, Programming, SDLC, Project Management, Java Enterprise Edition, Requirements Analysis, Enterprise Architecture
Education
Birla Institute of Technology 1989 — 1992
Master of Computer Applications (MCA), Computer Science
St. Xavier's College 1985 — 1988
B.Sc, Physics
Capco January 2015 - Present
Bank of America April 2014 - January 2015
HSBC Private Bank June 2013 - April 2014
JPMorgan Chase July 2011 - May 2013
ADP Inc February 2011 - June 2011
Verizon Wireless August 2010 - February 2011
HSBC October 2006 - August 2010
Merrill Lynch April 2006 - September 2006
Prudential Financial November 2004 - April 2006
UPS July 2004 - November 2004
Skills
DB2, SOA, Web Services, Oracle, Spring, Hibernate, Websphere, UML, Architecture, EJB, Software Design, J2EE Application..., COBOL, JCL, RUP, Programming, SDLC, Project Management, Java Enterprise Edition, Requirements Analysis, Enterprise Architecture
Education
Birla Institute of Technology 1989 — 1992
Master of Computer Applications (MCA), Computer Science
St. Xavier's College 1985 — 1988
B.Sc, Physics
Kalyan Chalasani Kalyan Chalasani's Merrill Lynch Experience August 2005 - January 2007
Job Senior Software Developer at Private firm
Industry Financial Services
Experience
Private firm September 2011 - Present
Wedding Salon July 2014 - October 2014
Philips Healthcare February 2014 - May 2014
Goldman Sachs August 2009 - July 2011
Business Intelligence Solutions January 2009 - September 2009
Citi March 2007 - August 2008
Tech Mahindra (formerly Mahindra Satyam) May 2004 - August 2008
Merrill Lynch August 2005 - January 2007
Skills
SQL, Requirements Analysis, Agile Methodologies, Business Analysis, SDLC, Java, Oracle, Software Project..., Management, Unix, Software Development, Consulting, Strategy, Financial Modeling, Integration, XML, Project Management, Web Services, Microsoft SQL Server, C#, Java Enterprise Edition, Spring, Spring Framework
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Birla Institute of Technology and Science 2004 — 2006
Master of Science (M.S.), Computer Software Engineering
VNR Vignana Jyothi Institute of Engineering and Technology, Hyderabad, Andhra Pradesh, India 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science and Information Technology
Private firm September 2011 - Present
Wedding Salon July 2014 - October 2014
Philips Healthcare February 2014 - May 2014
Goldman Sachs August 2009 - July 2011
Business Intelligence Solutions January 2009 - September 2009
Citi March 2007 - August 2008
Tech Mahindra (formerly Mahindra Satyam) May 2004 - August 2008
Merrill Lynch August 2005 - January 2007
Skills
SQL, Requirements Analysis, Agile Methodologies, Business Analysis, SDLC, Java, Oracle, Software Project..., Management, Unix, Software Development, Consulting, Strategy, Financial Modeling, Integration, XML, Project Management, Web Services, Microsoft SQL Server, C#, Java Enterprise Edition, Spring, Spring Framework
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Birla Institute of Technology and Science 2004 — 2006
Master of Science (M.S.), Computer Software Engineering
VNR Vignana Jyothi Institute of Engineering and Technology, Hyderabad, Andhra Pradesh, India 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science and Information Technology
James Mirabito, MBA's Merrill Lynch Experience May 2007 - May 2013
Job Financial & Family Wealth Advisor
Industry Investment Management
Experience
Pinnacle Investments, LLC May 2013 - Present
Merrill Lynch May 2007 - May 2013
Citi August 1999 - May 2007
Merrill Lynch November 1989 - September 1995
Binghamton University December 1987 - November 1989
Skills
401k, Asset Allocation, Investment Policy..., Mutual Funds, Estate Planning, IRAs, Wealth Management..., 401k Rollovers, Cash Balance, Separately Managed..., Fixed Income Portfolio..., Municipal Bonds, Stock Management, Trust Management, Concentrated Stock..., Finance, Pensions, Retirement Planning, Series 63, Investments
Education
Syracuse University 1978 — 1981
Bachelor of Fine Arts (BFA), Painting
Binghamton University - School of Management 1983 — 1985
MBA, Finance, General
Rochester Institute of Technology 1981 — 1983
Master of Fine Arts (MFA), Printmaking
Pinnacle Investments, LLC May 2013 - Present
Merrill Lynch May 2007 - May 2013
Citi August 1999 - May 2007
Merrill Lynch November 1989 - September 1995
Binghamton University December 1987 - November 1989
Skills
401k, Asset Allocation, Investment Policy..., Mutual Funds, Estate Planning, IRAs, Wealth Management..., 401k Rollovers, Cash Balance, Separately Managed..., Fixed Income Portfolio..., Municipal Bonds, Stock Management, Trust Management, Concentrated Stock..., Finance, Pensions, Retirement Planning, Series 63, Investments
Education
Syracuse University 1978 — 1981
Bachelor of Fine Arts (BFA), Painting
Binghamton University - School of Management 1983 — 1985
MBA, Finance, General
Rochester Institute of Technology 1981 — 1983
Master of Fine Arts (MFA), Printmaking
James Ou's Merrill Lynch Experience 2007 - 2009
Job Senior Insights Manager at Edelman
Industry Marketing and Advertising
Experience
Edelman 2014 - Present
Metropolitan College of New York 2013 - 2014
Macy's 2012 - 2014
Vivaldi Partners Group 2011 - 2012
L'Oreal S.A. 2009 - 2009
Merrill Lynch 2007 - 2009
Fischer Francis Trees and Watts 2006 - 2007
Skills
Corporate Branding, Brand Positioning..., Brand Management, Brand Equity, Financial Analysis, Financial Modeling, Marketing Strategy, Marketing Research, Marketing Management, Brand Measurement, Branding Initiatives, Product Development, Product Management, Financial Markets, Equity Derivatives, Credit Derivatives, Hedge Funds, Portfolio Management, Private Client Services, Trading Systems, Litigation Consulting, Expert Witness, Marketing Analytics, Online Marketing..., Focus Groups, Questionnaire Design, Statistical Modeling, Statistical Sampling, Strategic Consulting, Innovation Management, Innovation Consulting, Analytics, Analysis, Competitive Analysis, Management, Strategy, Market Research, Business Strategy, Marketing
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Marketing, Strategy
Binghamton University 2002 — 2006
Bsc, Business
United Nations 2000 — 2002
International Baccalaureat
Edelman 2014 - Present
Metropolitan College of New York 2013 - 2014
Macy's 2012 - 2014
Vivaldi Partners Group 2011 - 2012
L'Oreal S.A. 2009 - 2009
Merrill Lynch 2007 - 2009
Fischer Francis Trees and Watts 2006 - 2007
Skills
Corporate Branding, Brand Positioning..., Brand Management, Brand Equity, Financial Analysis, Financial Modeling, Marketing Strategy, Marketing Research, Marketing Management, Brand Measurement, Branding Initiatives, Product Development, Product Management, Financial Markets, Equity Derivatives, Credit Derivatives, Hedge Funds, Portfolio Management, Private Client Services, Trading Systems, Litigation Consulting, Expert Witness, Marketing Analytics, Online Marketing..., Focus Groups, Questionnaire Design, Statistical Modeling, Statistical Sampling, Strategic Consulting, Innovation Management, Innovation Consulting, Analytics, Analysis, Competitive Analysis, Management, Strategy, Market Research, Business Strategy, Marketing
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Marketing, Strategy
Binghamton University 2002 — 2006
Bsc, Business
United Nations 2000 — 2002
International Baccalaureat
Pinghen (Peter) Lee Pinghen (Peter) Lee's Merrill Lynch Experience October 2009 - October 2011
Job Business Analyst at Broadridge FX & Liquidity Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions June 2006 - Present
Bank of America January 2013 - December 2013
Morgan Stanley November 2011 - November 2012
Merrill Lynch October 2009 - October 2011
Skills
SDLC, User Acceptance Testing, Visio, SQL, Business Analysis, Requirements Analysis, Project Management, Quality Assurance, Capital Markets
Education
State University of New York at Binghamton 2001 — 2005
Bachelor of Science (BS), Economics
Broadridge Financial Solutions June 2006 - Present
Bank of America January 2013 - December 2013
Morgan Stanley November 2011 - November 2012
Merrill Lynch October 2009 - October 2011
Skills
SDLC, User Acceptance Testing, Visio, SQL, Business Analysis, Requirements Analysis, Project Management, Quality Assurance, Capital Markets
Education
State University of New York at Binghamton 2001 — 2005
Bachelor of Science (BS), Economics
Gerry Spitzer Gerry Spitzer's Merrill Lynch Experience April 1992 - April 2012
Job Senior Vice President Wealth Management at UBS Financial Service Inc.
Industry Financial Services
Experience
UBS April 2012 - Present
Merrill Lynch April 1992 - April 2012
GA Computer Products October 1988 - October 1992
Coopers and Lybrand 1985 - 1988
Education
Binghamton University - School of Management 1981 — 1985
BS, Accounting
Utica Free Academy
Utica Free Academy
UBS April 2012 - Present
Merrill Lynch April 1992 - April 2012
GA Computer Products October 1988 - October 1992
Coopers and Lybrand 1985 - 1988
Education
Binghamton University - School of Management 1981 — 1985
BS, Accounting
Utica Free Academy
Utica Free Academy
Amy Burry Amy Burry's Merrill Lynch Experience 1994 - 1996
Job Licensed Administrative Assistant at Klevens Capital Management
Industry Financial Services
Experience
Klevens Capital Management December 2010 - Present
Evergreen Financial Management April 2010 - January 2011
Merrill Lynch 1994 - 1996
Education
Biola University 1989 — 1993
B.S.
Bellevue Christian 1976 — 1989
Klevens Capital Management December 2010 - Present
Evergreen Financial Management April 2010 - January 2011
Merrill Lynch 1994 - 1996
Education
Biola University 1989 — 1993
B.S.
Bellevue Christian 1976 — 1989
Tom Coyne's Merrill Lynch Experience 2007 - 2007
Job Senior Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP March 2008 - Present
Merrill Lynch 2007 - 2007
Credit Suisse 1999 - 2007
Deloitte 1995 - 1999
Skills
Tax, Corporate Tax, International Tax, Tax Research, Income Tax, CPA, Partnership Taxation, GAAP, SEC filings, Tax Advisory, US GAAP, Tax Accounting, Tax Preparation, US Tax, Tax Returns
Education
MBA Hofstra University
Master of Business Administration (MBA), Taxation
SUNY Binghamton
Bachelor of Science (B.S.), Accounting
Marcum LLP March 2008 - Present
Merrill Lynch 2007 - 2007
Credit Suisse 1999 - 2007
Deloitte 1995 - 1999
Skills
Tax, Corporate Tax, International Tax, Tax Research, Income Tax, CPA, Partnership Taxation, GAAP, SEC filings, Tax Advisory, US GAAP, Tax Accounting, Tax Preparation, US Tax, Tax Returns
Education
MBA Hofstra University
Master of Business Administration (MBA), Taxation
SUNY Binghamton
Bachelor of Science (B.S.), Accounting
Chris D. Bottomley Chris D. Bottomley's Merrill Lynch Experience April 2000 - July 2009
Job Business Professor/Program Chair, Training & Development Professional, Technologist
Industry Education Management
Experience
Ocean County College January 2010 - Present
FTI Consulting June 2010 - September 2010
New York Institute of Technology (NYIT) September 1998 - December 2009
Merrill Lynch April 2000 - July 2009
Ernst & Young January 1996 - March 2000
NYNEX Corporation June 1990 - November 1992
Skills
Leadership, Strategy, Access, Training, Visio, Networking, Management, Program Management, CRM, Team Building, Vendor Management, Marketing, Staff Development, Curriculum Design, Leadership Development, Time Management, Project Management, Software Documentation, Microsoft Office, Photoshop, MS Project, Teaching, SharePoint, Distance Learning, Business Planning, Sales, Human Resources, Instructional Design, Higher Education, Career Development, Analysis, Organizational..., Coaching, Data Analysis, Public Speaking, Career Counseling
Education
Binghamton University - School of Management 1988 — 1990
MBA, Finance/HR
State University of New York College at Oneonta 1985 — 1988
BS, Business/Economics
Ocean County College January 2010 - Present
FTI Consulting June 2010 - September 2010
New York Institute of Technology (NYIT) September 1998 - December 2009
Merrill Lynch April 2000 - July 2009
Ernst & Young January 1996 - March 2000
NYNEX Corporation June 1990 - November 1992
Skills
Leadership, Strategy, Access, Training, Visio, Networking, Management, Program Management, CRM, Team Building, Vendor Management, Marketing, Staff Development, Curriculum Design, Leadership Development, Time Management, Project Management, Software Documentation, Microsoft Office, Photoshop, MS Project, Teaching, SharePoint, Distance Learning, Business Planning, Sales, Human Resources, Instructional Design, Higher Education, Career Development, Analysis, Organizational..., Coaching, Data Analysis, Public Speaking, Career Counseling
Education
Binghamton University - School of Management 1988 — 1990
MBA, Finance/HR
State University of New York College at Oneonta 1985 — 1988
BS, Business/Economics
Kalyan Narayanan Kalyan Narayanan's Merrill Lynch Experience 1993 - 1997
Job Healthcare Executive | Customer Experience | Digital Transformation
Industry Information Services
Experience
Digital Strategy Yoga June 2013 - Present
Horizon Blue Cross Blue Shield of New Jersey April 2010 - June 2013
RPM Innovations, LLC 2008 - 2010
Avaya 2004 - 2008
American Standard Companies 2002 - 2004
Aventis 2001 - 2002
IBM Global Services 1998 - 2001
Merrill Lynch 1993 - 1997
Skills
Digital Transformation, Customer Experience, Business Performance..., Business Process..., Online Business..., E-commerce, Technology Integration, Data Integration, Digital Business..., Revenue & Profit Growth, Product Strategies, Mobile Technology, Tablets, Digital Products, Digital Services, Competitive Analysis, Social Media, Applications..., Portfolio Development, Business Analysis, Cost Benefit, Benefit Cost Analysis, Business Architecture, Architectural Technology, Team Building, Vendor Management, Outsourcing Management, Project Management, Enterprise IT Strategy, Managing Large Budgets, Enterprise Architecture, Cross-functional Team..., Integration, Team Leadership, Digital Strategy, Program Management, Strategy, SDLC, B2B, Management, Software Project..., Project Portfolio..., Telecommunications, Project Planning, Business Strategy, Leadership, IT Strategy, Innovation, Enterprise Software
Education
Stevens Institute of Technology 2002 — 2004
Exec MBA
Birla Institute of Technology and Science, Pilani 1984 — 1988
M.Sc Tech
Digital Strategy Yoga June 2013 - Present
Horizon Blue Cross Blue Shield of New Jersey April 2010 - June 2013
RPM Innovations, LLC 2008 - 2010
Avaya 2004 - 2008
American Standard Companies 2002 - 2004
Aventis 2001 - 2002
IBM Global Services 1998 - 2001
Merrill Lynch 1993 - 1997
Skills
Digital Transformation, Customer Experience, Business Performance..., Business Process..., Online Business..., E-commerce, Technology Integration, Data Integration, Digital Business..., Revenue & Profit Growth, Product Strategies, Mobile Technology, Tablets, Digital Products, Digital Services, Competitive Analysis, Social Media, Applications..., Portfolio Development, Business Analysis, Cost Benefit, Benefit Cost Analysis, Business Architecture, Architectural Technology, Team Building, Vendor Management, Outsourcing Management, Project Management, Enterprise IT Strategy, Managing Large Budgets, Enterprise Architecture, Cross-functional Team..., Integration, Team Leadership, Digital Strategy, Program Management, Strategy, SDLC, B2B, Management, Software Project..., Project Portfolio..., Telecommunications, Project Planning, Business Strategy, Leadership, IT Strategy, Innovation, Enterprise Software
Education
Stevens Institute of Technology 2002 — 2004
Exec MBA
Birla Institute of Technology and Science, Pilani 1984 — 1988
M.Sc Tech
Mark Poitras, CFP® Mark Poitras, CFP®'s Merrill Lynch Experience January 2011 - March 2013
Job Vice President, Premier Relationship Advisor at HSBC Securities (USA) Inc.
Industry Financial Services
Experience
HSBC Securities (USA) Inc. March 2013 - Present
Merrill Lynch January 2011 - March 2013
The Suffolk Group - Nationwide Financial Network June 2008 - January 2011
PAR East Mortgage November 1999 - January 2011
Household Financial Corporation November 1998 - November 1999
Skills
IRAs, Retirement Planning, Asset Allocation, Investments, Strategic Planning, Fixed Annuities, Insurance, Pensions, Banking, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Wealth Management
Education
Binghamton University 1994 — 1998
Bachelor of Science, Major = Biology, Minor = Computer Science
HSBC Securities (USA) Inc. March 2013 - Present
Merrill Lynch January 2011 - March 2013
The Suffolk Group - Nationwide Financial Network June 2008 - January 2011
PAR East Mortgage November 1999 - January 2011
Household Financial Corporation November 1998 - November 1999
Skills
IRAs, Retirement Planning, Asset Allocation, Investments, Strategic Planning, Fixed Annuities, Insurance, Pensions, Banking, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Wealth Management
Education
Binghamton University 1994 — 1998
Bachelor of Science, Major = Biology, Minor = Computer Science
Michael Delaney Michael Delaney's Merrill Lynch Experience 1991 - 1995
Job Director Market and Liquidity Risk Management at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2015 - Present
JPMorgan Chase & Co. May 2015 - August 2015
Standard Chartered Bank January 1995 - November 2014
Merrill Lynch 1991 - 1995
Bankers Trust 1987 - 1990
Skills
Market Risk, Project Management, Banking, Management, Leadership, Strategic Planning, Risk Management, Financial Analysis, Capital Markets
Education
Binghamton University 1984 — 1987
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Binghamton University
Bachelor of Applied Science (B.A.Sc.), Accounting
Credit Suisse September 2015 - Present
JPMorgan Chase & Co. May 2015 - August 2015
Standard Chartered Bank January 1995 - November 2014
Merrill Lynch 1991 - 1995
Bankers Trust 1987 - 1990
Skills
Market Risk, Project Management, Banking, Management, Leadership, Strategic Planning, Risk Management, Financial Analysis, Capital Markets
Education
Binghamton University 1984 — 1987
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Binghamton University
Bachelor of Applied Science (B.A.Sc.), Accounting
Allan Katz Allan Katz's Merrill Lynch Experience July 1998 - March 2008
Job Chief Financial Officer, Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners May 2012 - Present
Citigroup April 2011 - May 2012
Nomura September 2009 - April 2011
Lehman Brothers March 2008 - September 2009
Merrill Lynch July 1998 - March 2008
Mercer Management Consulting January 1996 - July 1998
JP Morgan 1993 - 1996
Coopers and Lybrand 1990 - 1993
Skills
Business Strategy, Management, Budgets, Strategy, Business Analysis, Business Process..., Performance Measurement, Financial Reporting, Business Process..., Change Management, Capital Markets, Financial Analysis, Expense Management, Fixed Income, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and International Business
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Bronx High School of Science
Guggenheim Partners May 2012 - Present
Citigroup April 2011 - May 2012
Nomura September 2009 - April 2011
Lehman Brothers March 2008 - September 2009
Merrill Lynch July 1998 - March 2008
Mercer Management Consulting January 1996 - July 1998
JP Morgan 1993 - 1996
Coopers and Lybrand 1990 - 1993
Skills
Business Strategy, Management, Budgets, Strategy, Business Analysis, Business Process..., Performance Measurement, Financial Reporting, Business Process..., Change Management, Capital Markets, Financial Analysis, Expense Management, Fixed Income, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and International Business
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Bronx High School of Science
James Santos James Santos's Merrill Lynch Experience January 2001 - November 2006
Job COO at NUMA Americas
Industry Financial Services
Experience
NUMA Americas December 2011 - Present
DCS Consulting November 2009 - November 2011
UBS AG Wealth Management NY, Active Advisory Desk December 2006 - September 2009
Merrill Lynch January 2001 - November 2006
Skills
Financial Risk, Equities, Equity Derivatives, Derivatives, Financial Advisory, Portfolio Management, Wealth Management, Alternative Investments, FX Options, Emerging Markets, Investments, Asset Management, Private Banking, Risk Management, Asset Allocation, Fixed Income, Hedge Funds, Mutual Funds, Bloomberg, Project Management, Networking, Entrepreneurship
Education
State University of New York at Binghamton 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, Concentration in Finance and Management Information Systems
NUMA Americas December 2011 - Present
DCS Consulting November 2009 - November 2011
UBS AG Wealth Management NY, Active Advisory Desk December 2006 - September 2009
Merrill Lynch January 2001 - November 2006
Skills
Financial Risk, Equities, Equity Derivatives, Derivatives, Financial Advisory, Portfolio Management, Wealth Management, Alternative Investments, FX Options, Emerging Markets, Investments, Asset Management, Private Banking, Risk Management, Asset Allocation, Fixed Income, Hedge Funds, Mutual Funds, Bloomberg, Project Management, Networking, Entrepreneurship
Education
State University of New York at Binghamton 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, Concentration in Finance and Management Information Systems
Rachel Hecky Rachel Hecky's Merrill Lynch Experience January 2012 - May 2012
Job Revenue analyst maximizing profit through strategic insights and economic forecasting
Industry Leisure, Travel & Tourism
Experience
Avis Budget Group July 2014 - Present
Avis Budget Group March 2014 - July 2014
Avis Budget Group June 2013 - March 2014
Stryker September 2012 - May 2013
Jack Daniels Motors August 2010 - December 2012
Merrill Lynch January 2012 - May 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Financial Analysis, Finance, Leadership, Data Analysis, Management, Research, Social Networking, Time Management, Teamwork
Education
Binghamton University 2015 — 2016
Master of Business Administration (M.B.A.)
Ramapo College of New Jersey 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Concentration in Finance
Avis Budget Group July 2014 - Present
Avis Budget Group March 2014 - July 2014
Avis Budget Group June 2013 - March 2014
Stryker September 2012 - May 2013
Jack Daniels Motors August 2010 - December 2012
Merrill Lynch January 2012 - May 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Financial Analysis, Finance, Leadership, Data Analysis, Management, Research, Social Networking, Time Management, Teamwork
Education
Binghamton University 2015 — 2016
Master of Business Administration (M.B.A.)
Ramapo College of New Jersey 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Concentration in Finance
Min Marino Min Marino's Merrill Lynch Experience December 1999 - March 2000
Job FT Mom at Mini Marinos
Industry Investment Management
Experience
Aetos Capital Real Estate, LP January 2008 - January 2014
Aetos Capital Real Estate, LP September 2005 - January 2008
JPMorgan Chase August 2004 - September 2005
JPMorgan Chase June 2002 - August 2004
Technologic Partners June 2001 - May 2002
Merrill Lynch December 1999 - March 2000
Education
Stony Brook University 1999 — 2001
BS, Business Management
Binghamton University - School of Management 1998 — 1999
Aetos Capital Real Estate, LP January 2008 - January 2014
Aetos Capital Real Estate, LP September 2005 - January 2008
JPMorgan Chase August 2004 - September 2005
JPMorgan Chase June 2002 - August 2004
Technologic Partners June 2001 - May 2002
Merrill Lynch December 1999 - March 2000
Education
Stony Brook University 1999 — 2001
BS, Business Management
Binghamton University - School of Management 1998 — 1999
Nicole Maniaci Nicole Maniaci's Merrill Lynch Experience June 2011 - August 2011
Job Digital Media Planner at Karlen Williams Graybill Advertising
Industry Marketing and Advertising
Experience
Karlen Williams Graybill Advertising June 2014 - Present
Karlen Williams Graybill Advertising January 2014 - Present
Karlen Williams Graybill Advertising July 2012 - Present
BroadBlast, Inc. January 2012 - 2013
Merrill Lynch June 2011 - August 2011
Harlequins Rugby Club September 2010 - December 2010
Education
Siena College 2008 — 2012
BS, Marketing
Birkbeck College, University of London
Karlen Williams Graybill Advertising June 2014 - Present
Karlen Williams Graybill Advertising January 2014 - Present
Karlen Williams Graybill Advertising July 2012 - Present
BroadBlast, Inc. January 2012 - 2013
Merrill Lynch June 2011 - August 2011
Harlequins Rugby Club September 2010 - December 2010
Education
Siena College 2008 — 2012
BS, Marketing
Birkbeck College, University of London
Branko Blagojevic Branko Blagojevic's Merrill Lynch Experience October 2013 - Present
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Merrill Lynch October 2011 - October 2013
Merrill Lynch April 2010 - October 2011
Lazard Asset Management August 2007 - November 2010
Skills
Microsoft Office, Microsoft Excel, VBA, Python, R, SQL, Financial Analysis, Data Analysis, Equities, Financial Risk
Education
New York University 2011 — 2013
MBA, Quantitative Finance, 3.83
Binghamton University - School of Management 2003 — 2007
Bachelor of Science (BS), Finance, General
University of Nottingham 2006 — 2006
Merrill Lynch October 2013 - Present
Merrill Lynch October 2011 - October 2013
Merrill Lynch April 2010 - October 2011
Lazard Asset Management August 2007 - November 2010
Skills
Microsoft Office, Microsoft Excel, VBA, Python, R, SQL, Financial Analysis, Data Analysis, Equities, Financial Risk
Education
New York University 2011 — 2013
MBA, Quantitative Finance, 3.83
Binghamton University - School of Management 2003 — 2007
Bachelor of Science (BS), Finance, General
University of Nottingham 2006 — 2006
Mitchell Cepler, CPA Mitchell Cepler, CPA's Merrill Lynch Experience June 2003 - August 2003
Job Group Finance Manager at City National Rochdale
Industry Financial Services
Experience
City National Rochdale March 2011 - Present
ESP Technologies May 2008 - February 2011
KPMG September 2004 - May 2008
Merrill Lynch June 2003 - August 2003
Morgan Stanley June 2002 - August 2002
Skills
Financial Analysis, Due Diligence, Forecasting, Process Improvement, Microsoft Excel, Corporate FP&A, Analysis, Accounting, Equities, Strategic Financial..., Finance, Auditing, Asset Management, GAAP, Cash Flow, Mergers & Acquisitions, Financial Planning, Financial Reporting
Education
Binghamton University - School of Management 2000 — 2004
BS, Accounting, Economics
City National Rochdale March 2011 - Present
ESP Technologies May 2008 - February 2011
KPMG September 2004 - May 2008
Merrill Lynch June 2003 - August 2003
Morgan Stanley June 2002 - August 2002
Skills
Financial Analysis, Due Diligence, Forecasting, Process Improvement, Microsoft Excel, Corporate FP&A, Analysis, Accounting, Equities, Strategic Financial..., Finance, Auditing, Asset Management, GAAP, Cash Flow, Mergers & Acquisitions, Financial Planning, Financial Reporting
Education
Binghamton University - School of Management 2000 — 2004
BS, Accounting, Economics
Malay Bansal Malay Bansal's Merrill Lynch Experience September 2006 - 2008
Job Real Estate/CMBS/Structured Finance Portfolio Manager/Trader/Banker
Industry Financial Services
Experience
BNY Mellon Investment Management October 2014 - Present
Freddie Mac September 2012 - October 2014
Bloomberg Valuations March 2012 - September 2012
CapitalFusion Partners December 2010 - March 2012
NewOak Capital LLC April 2009 - November 2010
Merrill Lynch September 2006 - 2008
Merrill Lynch January 2002 - September 2006
Merrill Lynch December 2000 - January 2002
Merrill Lynch September 1997 - December 2000
Merrill Lynch October 1996 - September 1997
Skills
Fixed Income, Investments, Portfolio Management, Trading, Hedging, Banking, Capital Markets, Structured Finance, Commercial Real Estate, Credit Analysis, Underwriting, Valuation, Structured Products, Bonds, Mortgages, Debt, CMBS, ABS, MBS, RMBS, CDO, CMO, Securitization, Options, Derivatives, Private Equity, Hedge Funds, Insurance, Mezzanine, Asset Management, Financial Modeling, Syndication, Business Development, Corporate Finance, Renewable Energy, Project Finance, Foreign Exchange, Swaps, Tax Equity, Due Diligence, CMBX, Loans, Financial Structuring, Financial Risk, Emerging Markets, Finance, Credit, Funding, Loan Origination, Securities
Education
Rutgers, The State University of New Jersey-Newark
MBA
Birla Institute of Technology and Science, Pilani
BS, Electrical & Electronics Engineering
Birla Institute of Technology and Science, Pilani
MS, Economics
BNY Mellon Investment Management October 2014 - Present
Freddie Mac September 2012 - October 2014
Bloomberg Valuations March 2012 - September 2012
CapitalFusion Partners December 2010 - March 2012
NewOak Capital LLC April 2009 - November 2010
Merrill Lynch September 2006 - 2008
Merrill Lynch January 2002 - September 2006
Merrill Lynch December 2000 - January 2002
Merrill Lynch September 1997 - December 2000
Merrill Lynch October 1996 - September 1997
Skills
Fixed Income, Investments, Portfolio Management, Trading, Hedging, Banking, Capital Markets, Structured Finance, Commercial Real Estate, Credit Analysis, Underwriting, Valuation, Structured Products, Bonds, Mortgages, Debt, CMBS, ABS, MBS, RMBS, CDO, CMO, Securitization, Options, Derivatives, Private Equity, Hedge Funds, Insurance, Mezzanine, Asset Management, Financial Modeling, Syndication, Business Development, Corporate Finance, Renewable Energy, Project Finance, Foreign Exchange, Swaps, Tax Equity, Due Diligence, CMBX, Loans, Financial Structuring, Financial Risk, Emerging Markets, Finance, Credit, Funding, Loan Origination, Securities
Education
Rutgers, The State University of New Jersey-Newark
MBA
Birla Institute of Technology and Science, Pilani
BS, Electrical & Electronics Engineering
Birla Institute of Technology and Science, Pilani
MS, Economics
Mark Molsberry's Merrill Lynch Experience February 2012 - Present
Job Financial investment portfolio advisor, educational and motivational speaker, network development and visionary leader
Industry Financial Services
Experience
Toastmasters International Riverside Happy Talk Club May 2014 - Present
Corona Norco Schools Educational Foundation July 2013 - Present
Merrill Lynch February 2012 - Present
Cross City Church August 2010 - December 2013
Northwestern Mutual November 2010 - February 2012
Signature Fundraising December 2009 - November 2010
Cherrydale Fundraising August 2004 - November 2010
Citibank August 2003 - August 2004
Evangelical Christian Credit Union September 2001 - June 2003
Labor Ready September 2000 - September 2001
Skills
Leadership, Vision Development, Business Networking, Networking, Investments, Retirement Planning, Retirement Income..., New Business Development, Insurance, Fundraising, Public Speaking, Motivational Speaking, Teaching, Social Networking, Strategic Planning, Toastmasters, training, Presentations, Marketing Communications, Team Building, Life Insurance, 401k Rollovers, teaching adults, LinkedIn, Event Planning, Budgets, Direct Sales, Project Management, Wealth Accumulation, Community Outreach, Mission, Evangelism, Tax Reduction Strategies, Wealth Management, Training, Management, Strategy, Marketing, Sales, Business Development, Finance, Leadership Development, Retirement, Strategic Financial...
Education
Biola University 1992 — 1996
BA, Christian Education, Biblical Studies minor
El Modena High School 1988 — 1992
Toastmasters International Riverside Happy Talk Club May 2014 - Present
Corona Norco Schools Educational Foundation July 2013 - Present
Merrill Lynch February 2012 - Present
Cross City Church August 2010 - December 2013
Northwestern Mutual November 2010 - February 2012
Signature Fundraising December 2009 - November 2010
Cherrydale Fundraising August 2004 - November 2010
Citibank August 2003 - August 2004
Evangelical Christian Credit Union September 2001 - June 2003
Labor Ready September 2000 - September 2001
Skills
Leadership, Vision Development, Business Networking, Networking, Investments, Retirement Planning, Retirement Income..., New Business Development, Insurance, Fundraising, Public Speaking, Motivational Speaking, Teaching, Social Networking, Strategic Planning, Toastmasters, training, Presentations, Marketing Communications, Team Building, Life Insurance, 401k Rollovers, teaching adults, LinkedIn, Event Planning, Budgets, Direct Sales, Project Management, Wealth Accumulation, Community Outreach, Mission, Evangelism, Tax Reduction Strategies, Wealth Management, Training, Management, Strategy, Marketing, Sales, Business Development, Finance, Leadership Development, Retirement, Strategic Financial...
Education
Biola University 1992 — 1996
BA, Christian Education, Biblical Studies minor
El Modena High School 1988 — 1992
Kenneth Wolman Kenneth Wolman's Merrill Lynch Experience December 2000 - December 2001
Job Seeking new teaching assignment
Industry Higher Education
Experience
N/A May 2010 - Present
Ocean County College January 2010 - May 2010
Unemployed January 2010 - May 2010
Raritan Valley Community College September 2008 - May 2010
Sarnoff Corporation June 2002 - January 2006
Sarnoff Corporation June 2002 - January 2006
Merrill Lynch December 2000 - December 2001
Mail.com 2000 - 2000
Deutsche Bank 1998 - 2000
Morgan Stanley March 1995 - October 1998
Skills
Instruction, Technical..., Editing, Higher Education, Teaching, Research, English, Public Speaking, Social Media, Creative Writing, Proposal Writing, Proofreading, Grant Writing, Blogging, Copy Editing, Technical Writing
Education
State University of New York at Binghamton 1969 — 1975
Ph.D., English
N/A May 2010 - Present
Ocean County College January 2010 - May 2010
Unemployed January 2010 - May 2010
Raritan Valley Community College September 2008 - May 2010
Sarnoff Corporation June 2002 - January 2006
Sarnoff Corporation June 2002 - January 2006
Merrill Lynch December 2000 - December 2001
Mail.com 2000 - 2000
Deutsche Bank 1998 - 2000
Morgan Stanley March 1995 - October 1998
Skills
Instruction, Technical..., Editing, Higher Education, Teaching, Research, English, Public Speaking, Social Media, Creative Writing, Proposal Writing, Proofreading, Grant Writing, Blogging, Copy Editing, Technical Writing
Education
State University of New York at Binghamton 1969 — 1975
Ph.D., English
Bryan Dunst Bryan Dunst's Merrill Lynch Experience October 2010 - Present
Job Vice President, Certified Financial Planner, Chartered Retirement Plans Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Estate Planning, Retirement, 401k, Financial Planners, Insurance, Wealth, Wealth Management..., Financial Services, Financial Advisory, Investment Management, Finance, Securities, Series 63, Series 7, Loans, Wealth Management, Alternative Investments, Investment Advisory, Mutual Funds, High Net Worth..., Certified Financial..., Equities, Bloomberg, Variable Annuities, Bonds, ETFs, Fixed Annuities, Uniform Combined State..., Series 6, Investment Strategies, Asset Management, Capital Markets, Trading, Derivatives, Series 65, Fixed Income, Options, Hedge Funds, Financial Modeling, Financial Planning, Investment Banking, Retirement Plan..., Pensions, FINRA
Education
Fairleigh Dickinson University 2001 — 2002
Masters, Finance
Ramapo College of New Jersey 2001 — 2002
Bachelor of Science, Business Administration
Binghamton University - School of Management
suffern
Merrill Lynch October 2010 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Estate Planning, Retirement, 401k, Financial Planners, Insurance, Wealth, Wealth Management..., Financial Services, Financial Advisory, Investment Management, Finance, Securities, Series 63, Series 7, Loans, Wealth Management, Alternative Investments, Investment Advisory, Mutual Funds, High Net Worth..., Certified Financial..., Equities, Bloomberg, Variable Annuities, Bonds, ETFs, Fixed Annuities, Uniform Combined State..., Series 6, Investment Strategies, Asset Management, Capital Markets, Trading, Derivatives, Series 65, Fixed Income, Options, Hedge Funds, Financial Modeling, Financial Planning, Investment Banking, Retirement Plan..., Pensions, FINRA
Education
Fairleigh Dickinson University 2001 — 2002
Masters, Finance
Ramapo College of New Jersey 2001 — 2002
Bachelor of Science, Business Administration
Binghamton University - School of Management
suffern
Poulam Saha Poulam Saha's Merrill Lynch Experience February 2013 - May 2013
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Brown Brothers Harriman February 2015 - June 2015
Interactive Data June 2013 - August 2013
Merrill Lynch February 2013 - May 2013
Skills
Microsoft Office, Social Media, Data Analysis, Access, Customer Service, Managing Database, Management, Wealth Management..., Fixed Income, Structured Products, SQL, Automation, Python, VBA, CRM, XML, XLMiner, HTML, Budgeting & Forecasting, Headcount Management
Education
Binghamton University - School of Management 2010 — 2014
Bachelor's Degree, Finance
Brown Brothers Harriman February 2015 - June 2015
Interactive Data June 2013 - August 2013
Merrill Lynch February 2013 - May 2013
Skills
Microsoft Office, Social Media, Data Analysis, Access, Customer Service, Managing Database, Management, Wealth Management..., Fixed Income, Structured Products, SQL, Automation, Python, VBA, CRM, XML, XLMiner, HTML, Budgeting & Forecasting, Headcount Management
Education
Binghamton University - School of Management 2010 — 2014
Bachelor's Degree, Finance
Nicole Mertzel's Merrill Lynch Experience July 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Midboro Management Inc. January 2012 - July 2013
Capstone On Campus Management June 2011 - January 2012
Capstone On Campus Management November 2010 - June 2011
Applebee's June 2007 - November 2010
Skills
Languages: English,..., Excel, Word, Power Point, Lotus, Outlook, Property Boss, MDS, BuildingLink,..., Microsoft Office, Customer Service, Social Media, Research, Public Speaking, Microsoft Excel, Microsoft Word
Education
State University of New York at Binghamton 2006 — 2010
Bachelor of Arts (BA), Comparative Literature, 3.481
State University of New York at Binghamton 2006 — 2010
Bachelor of Arts (BA), Russian Studies, 3.333
Merrill Lynch July 2013 - Present
Midboro Management Inc. January 2012 - July 2013
Capstone On Campus Management June 2011 - January 2012
Capstone On Campus Management November 2010 - June 2011
Applebee's June 2007 - November 2010
Skills
Languages: English,..., Excel, Word, Power Point, Lotus, Outlook, Property Boss, MDS, BuildingLink,..., Microsoft Office, Customer Service, Social Media, Research, Public Speaking, Microsoft Excel, Microsoft Word
Education
State University of New York at Binghamton 2006 — 2010
Bachelor of Arts (BA), Comparative Literature, 3.481
State University of New York at Binghamton 2006 — 2010
Bachelor of Arts (BA), Russian Studies, 3.333
William R. Huzar William R. Huzar's Merrill Lynch Experience June 2009 - August 2009
Job Private Banking Analyst at JP Morgan Asset Management
Industry Banking
Experience
JP Morgan Asset Management November 2010 - Present
Bank of New York Mellon June 2010 - August 2010
Payden & Rygel September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
B.A., Finance
Birkbeck, University of London 2009 — 2009
St. John's Preparatory School. Danvers, MA 2003 — 2007
High School
JP Morgan Asset Management November 2010 - Present
Bank of New York Mellon June 2010 - August 2010
Payden & Rygel September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
B.A., Finance
Birkbeck, University of London 2009 — 2009
St. John's Preparatory School. Danvers, MA 2003 — 2007
High School
David Ekstrand David Ekstrand's Merrill Lynch Experience 1992 - 1994
Job Curriculum Developer at Apple Inc.
Industry Computer Hardware
Experience
Apple Inc. April 1999 - Present
Insignia Solutions March 1994 - April 1999
Bay Horizons Church July 1994 - August 1997
Merrill Lynch 1992 - 1994
Hi Chem Diagnostics 1990 - 1991
Nouvas Manufacturing Technology Company 1989 - 1990
Hume Lake Christian Camps 1986 - 1986
Skills
Instructional Design, Curriculum Design, Instructor-led Training, Mac OS X, Mac, E-Learning, Staff Development, iWork, Higher Education, Teaching, Public Speaking, Leadership Development, Coaching, Leadership, Training Delivery, OS X, Technical Writing, Software Documentation, Curriculum Development, Technical Training, Management, Adult Education, Classroom, Distance Learning
Education
San Jose State University 1991 — 1993
Higher Education Administration
Biola University 1985 — 1989
B.A., History/Biblical Studies
Valley Christian High School Alumni 1982 — 1985
Apple Inc. April 1999 - Present
Insignia Solutions March 1994 - April 1999
Bay Horizons Church July 1994 - August 1997
Merrill Lynch 1992 - 1994
Hi Chem Diagnostics 1990 - 1991
Nouvas Manufacturing Technology Company 1989 - 1990
Hume Lake Christian Camps 1986 - 1986
Skills
Instructional Design, Curriculum Design, Instructor-led Training, Mac OS X, Mac, E-Learning, Staff Development, iWork, Higher Education, Teaching, Public Speaking, Leadership Development, Coaching, Leadership, Training Delivery, OS X, Technical Writing, Software Documentation, Curriculum Development, Technical Training, Management, Adult Education, Classroom, Distance Learning
Education
San Jose State University 1991 — 1993
Higher Education Administration
Biola University 1985 — 1989
B.A., History/Biblical Studies
Valley Christian High School Alumni 1982 — 1985
Mingkui song Mingkui song's Merrill Lynch Experience October 2006 - September 2009
Job IBM Systems & Technology
Industry Investment Banking
Experience
IBM March 2013 - Present
Bank of America September 2009 - February 2013
Merrill Lynch October 2006 - September 2009
Skills
Grid Computing, Cloud Computing, Distributed Systems, Virtualization, SaaS, Architecture, Data Center, Enterprise Architecture, Linux, High Performance...
Education
Binghamton University 2004 — 2006
PhD, Computer Science & Engineering
Binghamton University 2001 — 2003
Master, Computer Science
IBM March 2013 - Present
Bank of America September 2009 - February 2013
Merrill Lynch October 2006 - September 2009
Skills
Grid Computing, Cloud Computing, Distributed Systems, Virtualization, SaaS, Architecture, Data Center, Enterprise Architecture, Linux, High Performance...
Education
Binghamton University 2004 — 2006
PhD, Computer Science & Engineering
Binghamton University 2001 — 2003
Master, Computer Science
Julio C. Vargas Julio C. Vargas's Merrill Lynch Experience 1998 - 2004
Job Controller Operations at New York Football Giants
Industry Accounting
Experience
New York Football Giants June 2011 - Present
Bear Stearns 2005 - 2007
Merrill Lynch 1998 - 2004
PricewaterhouseCoopers 1994 - 1998
Skills
Financial Reporting, Financial Modeling, Valuation, Accounting, Financial Accounting, Microsoft Office, Financial Analysis, Forecasting, Auditing, Derivatives, Business Analysis, GAAP, US GAAP, Microsoft Excel, Team Leadership, Tax, Strategic Financial..., Business Strategy, Risk Management, Investments, Financial Statements, Account Reconciliation, General Ledger, Due Diligence, Finance, Private Equity, Financial Services, QuickBooks, Budgets, Sarbanes-Oxley Act, Variance Analysis, Corporate Finance, Leadership, Management, Analysis, Internal Controls, Asset Management, Process Improvement, Cash Management, Start-ups, CPA
Education
Binghamton University 1990 — 1994
Bachelors, Accounting
New York Football Giants June 2011 - Present
Bear Stearns 2005 - 2007
Merrill Lynch 1998 - 2004
PricewaterhouseCoopers 1994 - 1998
Skills
Financial Reporting, Financial Modeling, Valuation, Accounting, Financial Accounting, Microsoft Office, Financial Analysis, Forecasting, Auditing, Derivatives, Business Analysis, GAAP, US GAAP, Microsoft Excel, Team Leadership, Tax, Strategic Financial..., Business Strategy, Risk Management, Investments, Financial Statements, Account Reconciliation, General Ledger, Due Diligence, Finance, Private Equity, Financial Services, QuickBooks, Budgets, Sarbanes-Oxley Act, Variance Analysis, Corporate Finance, Leadership, Management, Analysis, Internal Controls, Asset Management, Process Improvement, Cash Management, Start-ups, CPA
Education
Binghamton University 1990 — 1994
Bachelors, Accounting
Robert Goldberg's Merrill Lynch Experience March 2005 - Present
Job Senior Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2005 - Present
Morgan Stanley September 2003 - February 2005
Education
Binghamton University - School of Management 1999 — 2001
Merrill Lynch March 2005 - Present
Morgan Stanley September 2003 - February 2005
Education
Binghamton University - School of Management 1999 — 2001
Ibha Kumar's Merrill Lynch Experience October 2005 - April 2006
Job Technical Lead at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2007 - Present
Merrill Lynch October 2005 - April 2006
Credit Suisse 2006 - 2006
VeriSign June 2003 - July 2005
Goldman Sachs August 1997 - August 2000
Satyam 1997 - 2000
Education
Birla Institute of Technology 1993 — 1997
Bachelor of Science (BS), Computer Science
Guru Nanak High school, Ranchi
St. Anthony
Morgan Stanley January 2007 - Present
Merrill Lynch October 2005 - April 2006
Credit Suisse 2006 - 2006
VeriSign June 2003 - July 2005
Goldman Sachs August 1997 - August 2000
Satyam 1997 - 2000
Education
Birla Institute of Technology 1993 — 1997
Bachelor of Science (BS), Computer Science
Guru Nanak High school, Ranchi
St. Anthony
Robyn Tyneway Robyn Tyneway's Merrill Lynch Experience January 2008 - May 2008
Job Analyst Polystyrene at Americas Styrenics LLC
Industry Plastics
Experience
Americas Styrenics LLC January 2015 - Present
Americas Styrenics LLC March 2013 - December 2014
Infinity County Mutual Insurance March 2012 - March 2013
Elmira College July 2009 - June 2011
Merrill Lynch January 2008 - May 2008
Skills
Property & Casualty..., Claims Management, Liability, Claim, Insurance, Property Damage, General Insurance, Casualty, Legal Liability, Subrogation, Claim Investigation, Management, Logistics, Employee Relations, Employee Training
Education
Elmira College 2009 — 2011
Masters of Science, Management
Binghamton University 2005 — 2009
Bachelor's degree, Economics
Americas Styrenics LLC January 2015 - Present
Americas Styrenics LLC March 2013 - December 2014
Infinity County Mutual Insurance March 2012 - March 2013
Elmira College July 2009 - June 2011
Merrill Lynch January 2008 - May 2008
Skills
Property & Casualty..., Claims Management, Liability, Claim, Insurance, Property Damage, General Insurance, Casualty, Legal Liability, Subrogation, Claim Investigation, Management, Logistics, Employee Relations, Employee Training
Education
Elmira College 2009 — 2011
Masters of Science, Management
Binghamton University 2005 — 2009
Bachelor's degree, Economics
Stephen Shafer's Merrill Lynch Experience June 2012 - August 2012
Job Business Development Manager at Infinata
Industry Financial Services
Experience
Infinata August 2014 - Present
Dr. Garabed A. Fattal Community Free Clinic February 2014 - May 2014
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Access, Sales, Business Development, Microsoft Excel, Teamwork, Public Speaking, Marketing, Financial Markets, Account Management
Education
Binghamton University 2010 — 2014
Bachelor of Science (BS), Accounting
Infinata August 2014 - Present
Dr. Garabed A. Fattal Community Free Clinic February 2014 - May 2014
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Access, Sales, Business Development, Microsoft Excel, Teamwork, Public Speaking, Marketing, Financial Markets, Account Management
Education
Binghamton University 2010 — 2014
Bachelor of Science (BS), Accounting
Bryan Won's Merrill Lynch Experience 2010 - 2010
Job Financial Analyst at Walton Asset Management (USA), Inc.
Industry Real Estate
Experience
Walton Asset Management (USA), Inc. 2015 - Present
Advance Realty Development 2014 - 2015
Eos Real Estate Partners 2013 - 2014
Advance Realty Development 2013 - 2013
Brookfield Asset Management 2011 - 2011
Merrill Lynch 2010 - 2010
Skills
Argus Modeling, Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Asset Management, Valuation, Investments, Private Equity, CoStar, PowerPoint, Bloomberg, Analysis, Finance, Accounting, Hedge Funds, Corporate Finance, Investment Banking, Financial Reporting, Acquisitions, Equities, Real Estate Economics, Venture Capital, Microsoft Excel
Education
Binghamton University - School of Management 2008 — 2012
Bachelor's Degree, Accounting
Bergen County Academies 2004 — 2008
Telecommunications and Computer Science
Walton Asset Management (USA), Inc. 2015 - Present
Advance Realty Development 2014 - 2015
Eos Real Estate Partners 2013 - 2014
Advance Realty Development 2013 - 2013
Brookfield Asset Management 2011 - 2011
Merrill Lynch 2010 - 2010
Skills
Argus Modeling, Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Asset Management, Valuation, Investments, Private Equity, CoStar, PowerPoint, Bloomberg, Analysis, Finance, Accounting, Hedge Funds, Corporate Finance, Investment Banking, Financial Reporting, Acquisitions, Equities, Real Estate Economics, Venture Capital, Microsoft Excel
Education
Binghamton University - School of Management 2008 — 2012
Bachelor's Degree, Accounting
Bergen County Academies 2004 — 2008
Telecommunications and Computer Science
Phil DeFrancesco Phil DeFrancesco's Merrill Lynch Experience January 1998 - July 2001
Job Global Head of Equities Desktop
Industry Investment Management
Experience
Thomson Reuters September 2013 - Present
Millennium Partners April 2002 - February 2013
Zurich Scudder Investments July 2001 - March 2002
Merrill Lynch January 1998 - July 2001
Skills
Hedge Funds, Trading, Equities, Equity Trading, Electronic Trading, Eikon, Trading Systems, Trading Strategies, Bloomberg, Options, Fixed Income, Derivatives, Series 7, Buy-side, Alternative Investments, Equity Derivatives, Financial Markets, Proprietary Trading, Traders, Capital Markets, Market Data, Asset Management, Bonds, ETFs, Equity Research, Hedging, Securities
Education
Binghamton University - School of Management 1996 — 1997
MBA, Finance, 3.7
State University of New York College at Oneonta 1992 — 1996
BS, Business Economics
Thomson Reuters September 2013 - Present
Millennium Partners April 2002 - February 2013
Zurich Scudder Investments July 2001 - March 2002
Merrill Lynch January 1998 - July 2001
Skills
Hedge Funds, Trading, Equities, Equity Trading, Electronic Trading, Eikon, Trading Systems, Trading Strategies, Bloomberg, Options, Fixed Income, Derivatives, Series 7, Buy-side, Alternative Investments, Equity Derivatives, Financial Markets, Proprietary Trading, Traders, Capital Markets, Market Data, Asset Management, Bonds, ETFs, Equity Research, Hedging, Securities
Education
Binghamton University - School of Management 1996 — 1997
MBA, Finance, 3.7
State University of New York College at Oneonta 1992 — 1996
BS, Business Economics
Ashley Wong Ashley Wong's Merrill Lynch Experience January 2008 - August 2008
Job Coordinator Strategic Partners at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group October 2013 - Present
SAC Capital June 2012 - October 2013
Municipal Credit Union June 2011 - August 2011
Security Mutual Life January 2011 - May 2011
Municipal Credit Union June 2010 - August 2010
Merrill Lynch January 2008 - August 2008
Skills
Microsoft Office, Excel, Word, Access, Salesforce.com, PowerPoint, Outlook, Microsoft Excel, Financial Analysis
Education
Binghamton University - School of Management 2008 — 2012
Bachelor of Science, Management and Finance
The Blackstone Group October 2013 - Present
SAC Capital June 2012 - October 2013
Municipal Credit Union June 2011 - August 2011
Security Mutual Life January 2011 - May 2011
Municipal Credit Union June 2010 - August 2010
Merrill Lynch January 2008 - August 2008
Skills
Microsoft Office, Excel, Word, Access, Salesforce.com, PowerPoint, Outlook, Microsoft Excel, Financial Analysis
Education
Binghamton University - School of Management 2008 — 2012
Bachelor of Science, Management and Finance
Jane Viau Jane Viau's Merrill Lynch Experience August 1999 - March 2001
Job Consultant Educator AP Statistics at The National Math and Science Initiative
Industry Education Management
Experience
The National Math and Science Initiative January 2014 - Present
The Frederick Douglass Academy I September 2013 - Present
The College Board June 2009 - Present
KIPP NYC June 2011 - June 2013
Fleisher Consulting 2008 - June 2012
NYC Department of Education June 2002 - June 2011
Pallotta TeamWorks March 2001 - May 2002
Merrill Lynch August 1999 - March 2001
Fitch Ratings June 1994 - August 1999
MetLife August 1986 - May 1994
Skills
Teaching, Mathematics, Statistics, Classroom Instruction, Economics, Classroom, Curriculum Design, Curriculum Development, Classroom Management, Educational Leadership, Staff Development, Teacher Training, Instructional Design, Educational Technology
Education
City College of New York 2002 — 2004
MA, Secondary Math Education
New York University - Leonard N. Stern School of Business 1994 — 1999
MBA, Finance
Binghamton University - School of Management 1982 — 1986
BS, Management
The National Math and Science Initiative January 2014 - Present
The Frederick Douglass Academy I September 2013 - Present
The College Board June 2009 - Present
KIPP NYC June 2011 - June 2013
Fleisher Consulting 2008 - June 2012
NYC Department of Education June 2002 - June 2011
Pallotta TeamWorks March 2001 - May 2002
Merrill Lynch August 1999 - March 2001
Fitch Ratings June 1994 - August 1999
MetLife August 1986 - May 1994
Skills
Teaching, Mathematics, Statistics, Classroom Instruction, Economics, Classroom, Curriculum Design, Curriculum Development, Classroom Management, Educational Leadership, Staff Development, Teacher Training, Instructional Design, Educational Technology
Education
City College of New York 2002 — 2004
MA, Secondary Math Education
New York University - Leonard N. Stern School of Business 1994 — 1999
MBA, Finance
Binghamton University - School of Management 1982 — 1986
BS, Management
Don Levy, CIRA, CPA Don Levy, CIRA, CPA's Merrill Lynch Experience October 2005 - October 2006
Job Director, M&A Transaction Advisory at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2012 - Present
Broke and Beautiful June 2010 - Present
BDO Consulting April 2008 - July 2012
Zolfo Cooper September 2007 - April 2008
Merrill Lynch October 2005 - October 2006
PricewaterhouseCoopers September 2003 - September 2005
Berdon LLP October 2001 - September 2003
Skills
Transaction Advisory..., M&A due diligence, Corporate Strategy, Business Analysis, Cash Flow Modeling, Restructuring, Bankruptcy, Cash Flow Forecasting, Business Strategy, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Strategy
Education
Binghamton University - School of Management 1997 — 2001
BS, Accounting
Duff & Phelps July 2012 - Present
Broke and Beautiful June 2010 - Present
BDO Consulting April 2008 - July 2012
Zolfo Cooper September 2007 - April 2008
Merrill Lynch October 2005 - October 2006
PricewaterhouseCoopers September 2003 - September 2005
Berdon LLP October 2001 - September 2003
Skills
Transaction Advisory..., M&A due diligence, Corporate Strategy, Business Analysis, Cash Flow Modeling, Restructuring, Bankruptcy, Cash Flow Forecasting, Business Strategy, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Strategy
Education
Binghamton University - School of Management 1997 — 2001
BS, Accounting
Sanjay Bahal Sanjay Bahal's Merrill Lynch Experience June 1996 - May 1998
Job Senior Principal Digital at Accenture
Industry Financial Services
Experience
Accenture February 2015 - Present
Bank of the West April 2013 - December 2014
Wipro Technologies August 2011 - April 2013
Kony Solutions May 2010 - July 2011
CSC June 2004 - May 2008
Applied Card Systems January 2002 - December 2003
Capital One May 1998 - December 2001
Merrill Lynch June 1996 - May 1998
Skills
Program Management, Outsourcing, Enterprise Architecture, Cloud Computing, Product Management, IT Service Management, CRM, Business Development, Integration, ITIL, Strategic Planning, Mergers & Acquisitions, IT Strategy, Mobility Strategy, Big Data, Transformation, Digital Banking, BPM, Vendor Management, Business Analysis, Management, SOA, Change Management
Education
Birla Institute of Technology and Science
Master's Degree
Central School Ghy
Higher Sec
The University of Texas at Arlington
MBA
Accenture February 2015 - Present
Bank of the West April 2013 - December 2014
Wipro Technologies August 2011 - April 2013
Kony Solutions May 2010 - July 2011
CSC June 2004 - May 2008
Applied Card Systems January 2002 - December 2003
Capital One May 1998 - December 2001
Merrill Lynch June 1996 - May 1998
Skills
Program Management, Outsourcing, Enterprise Architecture, Cloud Computing, Product Management, IT Service Management, CRM, Business Development, Integration, ITIL, Strategic Planning, Mergers & Acquisitions, IT Strategy, Mobility Strategy, Big Data, Transformation, Digital Banking, BPM, Vendor Management, Business Analysis, Management, SOA, Change Management
Education
Birla Institute of Technology and Science
Master's Degree
Central School Ghy
Higher Sec
The University of Texas at Arlington
MBA
Kevin McKeown Kevin McKeown's Merrill Lynch Experience July 2005 - August 2005
Job Senior Administrator at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company August 2013 - Present
Siena College August 2012 - July 2013
Binghamton University July 2008 - August 2012
Binghamton University March 2011 - May 2011
Elmira College August 2006 - June 2008
Merrill Lynch July 2005 - August 2005
Skills
Research, Fundraising, Teaching, Recruiting, Team Management, Team Building, Coaching, Team Leadership, Analysis, US GAAP, Selling, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media
Education
Elmira College 2006 — 2008
Master of Arts (M.A.), Education
Binghamton University 2002 — 2006
Bachelor of Arts (B.A.), Economics
The Ayco Company, L.P., a Goldman Sachs Company August 2013 - Present
Siena College August 2012 - July 2013
Binghamton University July 2008 - August 2012
Binghamton University March 2011 - May 2011
Elmira College August 2006 - June 2008
Merrill Lynch July 2005 - August 2005
Skills
Research, Fundraising, Teaching, Recruiting, Team Management, Team Building, Coaching, Team Leadership, Analysis, US GAAP, Selling, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media
Education
Elmira College 2006 — 2008
Master of Arts (M.A.), Education
Binghamton University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Jeanine Scharpf, CPA Jeanine Scharpf, CPA's Merrill Lynch Experience 1993 - 1995
Job Director of Financial Planning and Analysis at Empower Solutions Software
Industry Information Technology and Services
Experience
Empower Software Solutions August 2013 - Present
Voxeo April 2011 - August 2013
Fidelity Information Services September 2007 - March 2011
Rainbow Media August 2005 - August 2007
Cablevision August 2001 - August 2005
SITA 1998 - 2000
Lehman Brothers 1995 - 1998
Merrill Lynch 1993 - 1995
Skills
Financial Analysis, Variance Analysis, Forecasting, Process Improvement, Financial Reporting, Sarbanes-Oxley Act, Analysis, Accounting, PeopleSoft, General Ledger, Revenue Recognition, Management, Internal Controls, Strategy, Risk Management, Business Intelligence, Executive Management, Mergers & Acquisitions, Strategic Planning, Financial Accounting, Business Analysis, Finance, Program Management, Business Development, Budgets, Start-ups, Cross-functional Team..., Telecommunications, Hyperion Enterprise, Business Planning, Access, Essbase, Salesforce.com, Corporate Finance, Product Management, Leadership, Financial Modeling, Account Reconciliation, Business Strategy, Strategic Financial..., Contract Negotiation, Call Centers, Cost Accounting, Vendor Management, Analytics, SaaS, Integration, Professional Services, Strategic Partnerships, Business Process...
Education
Hofstra University - Banking and Corporate Finance 1994 — 1997
Master of Business Administration (MBA)
Binghamton University - School of Management
BS, Managerial Finance
Empower Software Solutions August 2013 - Present
Voxeo April 2011 - August 2013
Fidelity Information Services September 2007 - March 2011
Rainbow Media August 2005 - August 2007
Cablevision August 2001 - August 2005
SITA 1998 - 2000
Lehman Brothers 1995 - 1998
Merrill Lynch 1993 - 1995
Skills
Financial Analysis, Variance Analysis, Forecasting, Process Improvement, Financial Reporting, Sarbanes-Oxley Act, Analysis, Accounting, PeopleSoft, General Ledger, Revenue Recognition, Management, Internal Controls, Strategy, Risk Management, Business Intelligence, Executive Management, Mergers & Acquisitions, Strategic Planning, Financial Accounting, Business Analysis, Finance, Program Management, Business Development, Budgets, Start-ups, Cross-functional Team..., Telecommunications, Hyperion Enterprise, Business Planning, Access, Essbase, Salesforce.com, Corporate Finance, Product Management, Leadership, Financial Modeling, Account Reconciliation, Business Strategy, Strategic Financial..., Contract Negotiation, Call Centers, Cost Accounting, Vendor Management, Analytics, SaaS, Integration, Professional Services, Strategic Partnerships, Business Process...
Education
Hofstra University - Banking and Corporate Finance 1994 — 1997
Master of Business Administration (MBA)
Binghamton University - School of Management
BS, Managerial Finance
Kayla Croskrey's Merrill Lynch Experience June 2008 - August 2009
Job Human Resources Generalist at Pacific Northwest National Laboratory
Industry Human Resources
Experience
Pacific Northwest National Laboratory - PNNL August 2015 - Present
Target July 2012 - July 2014
Target October 2011 - December 2011
Camp Brookwoods and Deer Run June 2010 - August 2011
Biola University August 2009 - May 2011
Merrill Lynch June 2008 - August 2009
Education
Biola University 2008 — 2012
Bachelor of Science, Business Management
Pacific Northwest National Laboratory - PNNL August 2015 - Present
Target July 2012 - July 2014
Target October 2011 - December 2011
Camp Brookwoods and Deer Run June 2010 - August 2011
Biola University August 2009 - May 2011
Merrill Lynch June 2008 - August 2009
Education
Biola University 2008 — 2012
Bachelor of Science, Business Management
Andrew Greenby, CFA's Merrill Lynch Experience June 2005 - August 2005
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock August 2014 - Present
BlackRock April 2013 - August 2014
BlackRock December 2011 - March 2013
BlackRock December 2008 - December 2011
BlackRock June 2006 - December 2008
Merrill Lynch June 2005 - August 2005
Skills
Derivatives, Bloomberg, Fixed Income, Equities, Hedge Funds, Financial Modeling, Asset Managment, Investments, Portfolio Management, Alternative Investments, Quantitative Analytics, Quantitative Finance, Emerging Markets, Economics
Education
London School of Economics and Political Science, U. of London 2003 — 2006
BSc, Economics
Birkbeck College, University of London 2009 — 2011
MSc, Finance
UCS 2001 — 2003
BlackRock August 2014 - Present
BlackRock April 2013 - August 2014
BlackRock December 2011 - March 2013
BlackRock December 2008 - December 2011
BlackRock June 2006 - December 2008
Merrill Lynch June 2005 - August 2005
Skills
Derivatives, Bloomberg, Fixed Income, Equities, Hedge Funds, Financial Modeling, Asset Managment, Investments, Portfolio Management, Alternative Investments, Quantitative Analytics, Quantitative Finance, Emerging Markets, Economics
Education
London School of Economics and Political Science, U. of London 2003 — 2006
BSc, Economics
Birkbeck College, University of London 2009 — 2011
MSc, Finance
UCS 2001 — 2003
Christopher Lui Christopher Lui's Merrill Lynch Experience 1990 - 2003
Job Vice President at Citi
Industry Financial Services
Experience
Citi 2004 - Present
Merrill Lynch 1990 - 2003
Education
Binghamton University - School of Management 1988 — 1990
MBA, Marketing
Citi 2004 - Present
Merrill Lynch 1990 - 2003
Education
Binghamton University - School of Management 1988 — 1990
MBA, Marketing
Nicole Kligerman Nicole Kligerman's Merrill Lynch Experience 1997 - 2000
Job Operations/Accounting Consultant
Industry Accounting
Experience
SAJ Logistics, Inc. September 2011 - Present
NBK Consulting September 2009 - Present
Arbonne International December 2007 - Present
Quadrile Wallpapers and Fabrics, Inc. May 2010 - September 2011
Oasis Day Spa 2003 - 2008
FJC, A Foundation of Donor Advised Funds 2000 - 2003
Merrill Lynch 1997 - 2000
Lazar Broder LLP December 1994 - March 1997
Skills
Accounting, Financial Reporting, Budgets, Microsoft Excel, Microsoft Office, Internal Controls, Financial Analysis, Forecasting, Risk Management, Process Improvement, Strategic Planning, Start-ups, Leadership, Financial Accounting, Finance, Outlook, Microsoft Word, Management, Business Analysis, Management Consulting, Financial Services, Strategy, Auditing, Financial Modeling
Education
Binghamton University - School of Management 1990 — 1994
BS, Accounting
State University of New York at Binghamton
Bachelor of Science (BS), Accounting
SAJ Logistics, Inc. September 2011 - Present
NBK Consulting September 2009 - Present
Arbonne International December 2007 - Present
Quadrile Wallpapers and Fabrics, Inc. May 2010 - September 2011
Oasis Day Spa 2003 - 2008
FJC, A Foundation of Donor Advised Funds 2000 - 2003
Merrill Lynch 1997 - 2000
Lazar Broder LLP December 1994 - March 1997
Skills
Accounting, Financial Reporting, Budgets, Microsoft Excel, Microsoft Office, Internal Controls, Financial Analysis, Forecasting, Risk Management, Process Improvement, Strategic Planning, Start-ups, Leadership, Financial Accounting, Finance, Outlook, Microsoft Word, Management, Business Analysis, Management Consulting, Financial Services, Strategy, Auditing, Financial Modeling
Education
Binghamton University - School of Management 1990 — 1994
BS, Accounting
State University of New York at Binghamton
Bachelor of Science (BS), Accounting
Ryan Seymour Ryan Seymour's Merrill Lynch Experience May 2006 - August 2006
Job Manager, M&A Due Diligence
Industry Accounting
Experience
PricewaterhouseCoopers October 2009 - Present
Merrill Lynch May 2006 - August 2006
Skills
Financial Accounting, Accounting, Financial Reporting, Financial Modeling, Financial Analysis, Due Diligence, SEC filings, Sarbanes-Oxley Act, Internal Controls, External Audit, US GAAP, Auditing, Management
Education
Binghamton University - School of Management 2008 — 2009
Masters of Business Administration, Accounting
Fairfield University 2004 — 2008
Bachelor of Science, Accounting, Mathematics
Blind Brook High School
PricewaterhouseCoopers October 2009 - Present
Merrill Lynch May 2006 - August 2006
Skills
Financial Accounting, Accounting, Financial Reporting, Financial Modeling, Financial Analysis, Due Diligence, SEC filings, Sarbanes-Oxley Act, Internal Controls, External Audit, US GAAP, Auditing, Management
Education
Binghamton University - School of Management 2008 — 2009
Masters of Business Administration, Accounting
Fairfield University 2004 — 2008
Bachelor of Science, Accounting, Mathematics
Blind Brook High School
Glenn Gaydorus Glenn Gaydorus's Merrill Lynch Experience 2005 - Present
Job Vice President / Wealth Management Advisor / CRPC
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Morgan Stanley Private Wealth Management 1999 - 2005
Education
Binghamton University - School of Management 1996 — 1999
MBA, Finance
Merrill Lynch 2005 - Present
Morgan Stanley Private Wealth Management 1999 - 2005
Education
Binghamton University - School of Management 1996 — 1999
MBA, Finance
Katherine Tesi's Merrill Lynch Experience February 2011 - May 2011
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch February 2011 - May 2011
Binghamton University - Student Athlete Success Center August 2010 - May 2011
City Waste Services of New York July 2010 - August 2010
MRM Worldwide June 2009 - August 2009
Education
Binghamton University - School of Management 2007 — 2011
BS, Business Management, Finance & Global Managment
Yorktown High School 2003 — 2007
Merrill Lynch February 2011 - May 2011
Binghamton University - Student Athlete Success Center August 2010 - May 2011
City Waste Services of New York July 2010 - August 2010
MRM Worldwide June 2009 - August 2009
Education
Binghamton University - School of Management 2007 — 2011
BS, Business Management, Finance & Global Managment
Yorktown High School 2003 — 2007
Jason Smilowitz Jason Smilowitz's Merrill Lynch Experience April 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Barclays April 2012 - April 2013
Barclays Capital 2012 - 2012
Morgan Stanley June 2011 - October 2011
Joint Retirement Board July 2009 - July 2010
Merrill Lynch June 2008 - July 2010
Skills
Securities, Management, PeopleSoft, Mutual Funds, Options, Financial Modeling, Portfolio Management, Fixed Income, Microsoft Excel, Microsoft Office, Financial Analysis, Investments, Social Media, Equities, Microsoft Word, Hedge Funds, Finance, PowerPoint, Customer Service, Financial Services, Research, Asset Management, Valuation, Leadership, Social Networking
Education
Binghamton University 2007 — 2011
Bachelor of Science, Management; Finance
Merrill Lynch April 2013 - Present
Barclays April 2012 - April 2013
Barclays Capital 2012 - 2012
Morgan Stanley June 2011 - October 2011
Joint Retirement Board July 2009 - July 2010
Merrill Lynch June 2008 - July 2010
Skills
Securities, Management, PeopleSoft, Mutual Funds, Options, Financial Modeling, Portfolio Management, Fixed Income, Microsoft Excel, Microsoft Office, Financial Analysis, Investments, Social Media, Equities, Microsoft Word, Hedge Funds, Finance, PowerPoint, Customer Service, Financial Services, Research, Asset Management, Valuation, Leadership, Social Networking
Education
Binghamton University 2007 — 2011
Bachelor of Science, Management; Finance
Jeffrey Kahn's Merrill Lynch Experience September 2005 - September 2007
Job Director of Principal Gifts at Boston University
Industry Fund-Raising
Experience
Boston University March 2014 - Present
Boston University June 2011 - February 2014
Springwell September 2006 - July 2012
Newton Historical Society January 2001 - June 2011
Massachusetts Institute of Technology January 2007 - May 2011
Merrill Lynch September 2005 - September 2007
GarageGrids January 2001 - January 2005
University of Chicago Business School Boston Club January 1999 - January 2004
Channelwave January 1999 - January 2001
Epsilon January 1992 - January 1996
Education
University of Chicago Graduate School of Business 1983 — 1985
MBA, Accounting/Finance
Binghamton University 1978 — 1982
BS/BA, Ecoonomics/Mathematics-Computer Science
Boston University
Boston University March 2014 - Present
Boston University June 2011 - February 2014
Springwell September 2006 - July 2012
Newton Historical Society January 2001 - June 2011
Massachusetts Institute of Technology January 2007 - May 2011
Merrill Lynch September 2005 - September 2007
GarageGrids January 2001 - January 2005
University of Chicago Business School Boston Club January 1999 - January 2004
Channelwave January 1999 - January 2001
Epsilon January 1992 - January 1996
Education
University of Chicago Graduate School of Business 1983 — 1985
MBA, Accounting/Finance
Binghamton University 1978 — 1982
BS/BA, Ecoonomics/Mathematics-Computer Science
Boston University
Mathew Sposta's Merrill Lynch Experience May 2005 - August 2005
Job Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Barclays June 2010 - April 2015
Barclays Wealth September 2009 - June 2010
Lehman Brothers July 2007 - September 2008
Goldman Sachs August 2006 - July 2007
Merrill Lynch May 2005 - August 2005
Skills
Equities, Series 7, Financial Modeling, Fixed Income, Alternative Investments
Education
Binghamton University 2002 — 2006
Bachelor of Arts, Economics
University of Sydney
Wells Fargo Advisors May 2015 - Present
Barclays June 2010 - April 2015
Barclays Wealth September 2009 - June 2010
Lehman Brothers July 2007 - September 2008
Goldman Sachs August 2006 - July 2007
Merrill Lynch May 2005 - August 2005
Skills
Equities, Series 7, Financial Modeling, Fixed Income, Alternative Investments
Education
Binghamton University 2002 — 2006
Bachelor of Arts, Economics
University of Sydney
Chu Zheng, CPA Chu Zheng, CPA's Merrill Lynch Experience June 2011 - August 2011
Job Financial Analyst at The Blackstone Group
Industry Accounting
Experience
The Blackstone Group December 2014 - Present
PwC November 2013 - December 2014
Ernst & Young August 2012 - September 2013
Binghamton University July 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
Auditing, Accounting, Mandarin, Financial Accounting, Teamwork, Asset Management, Mutual Funds, Microsoft Excel, Access, Private Equity, Financial Services, Hedge Funds, Microsoft Word, PowerPoint, Finance
Education
Binghamton University - School of Management 2008 — 2012
B.S/M.S, Accounting
The Blackstone Group December 2014 - Present
PwC November 2013 - December 2014
Ernst & Young August 2012 - September 2013
Binghamton University July 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
Auditing, Accounting, Mandarin, Financial Accounting, Teamwork, Asset Management, Mutual Funds, Microsoft Excel, Access, Private Equity, Financial Services, Hedge Funds, Microsoft Word, PowerPoint, Finance
Education
Binghamton University - School of Management 2008 — 2012
B.S/M.S, Accounting
James M Chirdo (Jim)'s Merrill Lynch Experience December 2002 - October 2004
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2004 - Present
Merrill Lynch December 2002 - October 2004
Merrill Lynch October 2001 - December 2002
Pershing LLC 1995 - 2001
Education
Binghamton University - School of Management 1990 — 1994
BS, Business Management
Bank of America Merrill Lynch October 2004 - Present
Merrill Lynch December 2002 - October 2004
Merrill Lynch October 2001 - December 2002
Pershing LLC 1995 - 2001
Education
Binghamton University - School of Management 1990 — 1994
BS, Business Management
Rajesh Moparthi's Merrill Lynch Experience August 2004 - December 2008
Job Sr. Consultant at Grainger
Industry Internet
Experience
Grainger February 2014 - Present
Indu Infotech Inc January 2012 - Present
Peapod November 2012 - January 2014
Sears Holdings Corporation January 2012 - November 2012
Deutsche Bank June 2011 - December 2011
Yahoo! February 2010 - April 2011
Indu Infotech Inc May 2008 - April 2011
eBay May 2008 - February 2010
Merrill Lynch August 2004 - December 2008
First Franklin August 2004 - December 2006
Skills
SOA, Architecture, Open Source, Team Leadership, Banking, Spring, Hibernate, Online Advertising, Retail, Content Management, Struts, Portals, Java Enterprise Edition, Agile Methodologies, Java Enterprise..., ATG Dynamo, Alfresco, Red Dot, Rhythmyx, Oracle Discoverer 10g, Informix, JBoss Application Server, Weblogic, Tomcat, Apache, Plumtree, Ubuntu, HP-UX, Solaris, Perl, PHP, Shell Scripting, Enterprise Software, Software Development, Data Warehousing, Architectures, Business Process, Web Services, Scalability, OOP
Education
B.I.T.S, Pilani 1990 — 1994
Bachelor's degree, Computer Science
Birla Institute of Technology and Science, Pilani 1990 — 1994
B.Tech, Computer Science
Grainger February 2014 - Present
Indu Infotech Inc January 2012 - Present
Peapod November 2012 - January 2014
Sears Holdings Corporation January 2012 - November 2012
Deutsche Bank June 2011 - December 2011
Yahoo! February 2010 - April 2011
Indu Infotech Inc May 2008 - April 2011
eBay May 2008 - February 2010
Merrill Lynch August 2004 - December 2008
First Franklin August 2004 - December 2006
Skills
SOA, Architecture, Open Source, Team Leadership, Banking, Spring, Hibernate, Online Advertising, Retail, Content Management, Struts, Portals, Java Enterprise Edition, Agile Methodologies, Java Enterprise..., ATG Dynamo, Alfresco, Red Dot, Rhythmyx, Oracle Discoverer 10g, Informix, JBoss Application Server, Weblogic, Tomcat, Apache, Plumtree, Ubuntu, HP-UX, Solaris, Perl, PHP, Shell Scripting, Enterprise Software, Software Development, Data Warehousing, Architectures, Business Process, Web Services, Scalability, OOP
Education
B.I.T.S, Pilani 1990 — 1994
Bachelor's degree, Computer Science
Birla Institute of Technology and Science, Pilani 1990 — 1994
B.Tech, Computer Science
Chandrasekhar Jakkampudi's Merrill Lynch Experience May 2008 - Present
Job Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch May 2008 - Present
Merrill Lynch 2005 - May 2008
Delinea 2002 - 2005
Aivia Inc 2001 - 2002
Lasso Technologies 2000 - 2001
iChoose Inc. 1999 - 2000
Education
The University of Texas at Arlington 1998 — 2000
MS
Birla Institute of Technology and Science, Pilani 1993 — 1998
B. E
Merrill Lynch May 2008 - Present
Merrill Lynch 2005 - May 2008
Delinea 2002 - 2005
Aivia Inc 2001 - 2002
Lasso Technologies 2000 - 2001
iChoose Inc. 1999 - 2000
Education
The University of Texas at Arlington 1998 — 2000
MS
Birla Institute of Technology and Science, Pilani 1993 — 1998
B. E
Nathan Rheinhardt's Merrill Lynch Experience 1999 - 2002
Job Founder, fedRFP | Providing Expert Advice on Winning Government Contracts
Industry Management Consulting
Experience
fedRFP February 2014 - Present
EMD Strategies November 2010 - Present
INVEST Financial Corporation January 2008 - November 2010
Park Avenue Securities 2003 - 2007
Merrill Lynch 1999 - 2002
Skills
Business Development, Management, Strategic Financial..., Financial Services, Strategy, Strategic Planning, Management Consulting, Executive Management, Investments, Talent Acquisition, Leadership, Series 7, Risk Management, Business Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Retirement Planning, Business Planning, Mutual Funds, Contract Negotiation, Process Improvement, Securities, Analysis, Budgets, Financial Analysis, New Business Development, Business Analysis, Small Business, Change Management, Start-ups, Business Process..., Team Building, Operations Management, Team Leadership, Finance, Financial Modeling, Cross-functional Team..., Asset Management, Investment Advisory, Capture Management, Government Proposals, Property Management, Proposal Writing, Government Contracting, Grants, Federal Procurement, Federal Government..., Business Development...
Education
State University of New York College at Oneonta 1997 — 1999
Binghamton University 1995 — 1998
fedRFP February 2014 - Present
EMD Strategies November 2010 - Present
INVEST Financial Corporation January 2008 - November 2010
Park Avenue Securities 2003 - 2007
Merrill Lynch 1999 - 2002
Skills
Business Development, Management, Strategic Financial..., Financial Services, Strategy, Strategic Planning, Management Consulting, Executive Management, Investments, Talent Acquisition, Leadership, Series 7, Risk Management, Business Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Retirement Planning, Business Planning, Mutual Funds, Contract Negotiation, Process Improvement, Securities, Analysis, Budgets, Financial Analysis, New Business Development, Business Analysis, Small Business, Change Management, Start-ups, Business Process..., Team Building, Operations Management, Team Leadership, Finance, Financial Modeling, Cross-functional Team..., Asset Management, Investment Advisory, Capture Management, Government Proposals, Property Management, Proposal Writing, Government Contracting, Grants, Federal Procurement, Federal Government..., Business Development...
Education
State University of New York College at Oneonta 1997 — 1999
Binghamton University 1995 — 1998
Timothy Nixon's Merrill Lynch Experience March 1994 - May 2003
Job
Industry Computer Software
Experience
Consultant at Alcatel-Lucent July 2015 - Present
Unitrends April 2010 - Present
SIMtone Inc January 2008 - January 2010
Aspeed Software March 2005 - January 2008
Merrill Lynch March 1994 - May 2003
Computer Sciences Corporation April 1993 - April 1994
United Engineers September 1992 - April 1993
IBM January 1988 - April 1992
IBM April 1979 - January 1992
US Coast Guard September 1973 - March 1977
Skills
Backup Solutions, High Availability, VMware ESX, Object Oriented Design, Unix, C, C++, Storage, Linux, Virtualization, Cloud Computing, Subversion, Backup, Apache, MySQL, Disaster Recovery, VMware, Architecture, Windows, Software Development, Java, PHP, Integration, Programming
Education
Binghamton University 1980 — 1987
BS, Computer Science
Broome Community College 1977 — 1979
AAS, Electronics technology
Consultant at Alcatel-Lucent July 2015 - Present
Unitrends April 2010 - Present
SIMtone Inc January 2008 - January 2010
Aspeed Software March 2005 - January 2008
Merrill Lynch March 1994 - May 2003
Computer Sciences Corporation April 1993 - April 1994
United Engineers September 1992 - April 1993
IBM January 1988 - April 1992
IBM April 1979 - January 1992
US Coast Guard September 1973 - March 1977
Skills
Backup Solutions, High Availability, VMware ESX, Object Oriented Design, Unix, C, C++, Storage, Linux, Virtualization, Cloud Computing, Subversion, Backup, Apache, MySQL, Disaster Recovery, VMware, Architecture, Windows, Software Development, Java, PHP, Integration, Programming
Education
Binghamton University 1980 — 1987
BS, Computer Science
Broome Community College 1977 — 1979
AAS, Electronics technology
Anil Terli's Merrill Lynch Experience 2005 - 2010
Job
Industry Financial Services
Experience
Goldman Sachs 2010 - Present
Merrill Lynch 2005 - 2010
ValueMomentum 2000 - 2005
SEEC 1998 - 2000
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Enterprise Architecture, Java, SOA, Software Development, Integration
Education
Birla Institute of Technology and Science, Pilani
Master's degree
Goldman Sachs 2010 - Present
Merrill Lynch 2005 - 2010
ValueMomentum 2000 - 2005
SEEC 1998 - 2000
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Enterprise Architecture, Java, SOA, Software Development, Integration
Education
Birla Institute of Technology and Science, Pilani
Master's degree
Sumit Singhal's Merrill Lynch Experience November 2007 - December 2008
Job Global Risk Technology Director at Bank Of America Merrill Lynch
Industry Computer Software
Experience
Bank of America February 2013 - Present
Bank of America January 2009 - January 2013
Merrill Lynch November 2007 - December 2008
Cognizant Technology Solutions 1997 - 2007
Skills
CRM, Leadership, Project Management, Financial Services, Banking, Business Analysis, SDLC, Vendor Management, Fixed Income, Derivatives, Capital Markets, Portfolio Management, Global Delivery, IT Strategy, Equities, Trading Systems
Education
Colorado State University 2005 — 2008
MBA, 2005-2008
Birla Institute of Technology 1993 — 1997
B.E., Electronics & Communication
Bank of America February 2013 - Present
Bank of America January 2009 - January 2013
Merrill Lynch November 2007 - December 2008
Cognizant Technology Solutions 1997 - 2007
Skills
CRM, Leadership, Project Management, Financial Services, Banking, Business Analysis, SDLC, Vendor Management, Fixed Income, Derivatives, Capital Markets, Portfolio Management, Global Delivery, IT Strategy, Equities, Trading Systems
Education
Colorado State University 2005 — 2008
MBA, 2005-2008
Birla Institute of Technology 1993 — 1997
B.E., Electronics & Communication
Jim Slusarz's Merrill Lynch Experience 2004 - 2009
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Bank of America 2009 - February 2011
Merrill Lynch 2004 - 2009
Goldman Sachs 1998 - 2004
IPC 1984 - 1998
Skills
Equities, Investment Banking, Options, Portfolio Management, Risk Management, Trading Systems, Market Data, Vendor Management, Credit Derivatives, Financial Risk, Swaps, Financial Services, Disaster Recovery, Bloomberg, Technical Analysis, Commodity, Business Analysis, Electronic Trading, Prime Brokerage, Middle Office, Hedge Funds, Fixed Income, Equity Derivatives, Derivatives, Sybase, Asset Management, Equity Trading, Trading, IT Strategy, Reference Data, Capital Markets, Exchange Connectivity, Alternative Investments, Private Equity, Securities, Series 7, Low Latency, Banking, Wealth Management, FX Options, Financial Markets, Equity Research, Investments, SDLC, Trading System, Emerging Markets, Mergers & Acquisitions, Business Continuity, Financial Modeling, Relationship Management
Education
Binghamton University 1972 — 1976
ba, painting
Binghamton University 1971 — 1975
BA, Design and Physics
Indiana University Bloomington
MA, Physics
Bank of America Merrill Lynch February 2011 - Present
Bank of America 2009 - February 2011
Merrill Lynch 2004 - 2009
Goldman Sachs 1998 - 2004
IPC 1984 - 1998
Skills
Equities, Investment Banking, Options, Portfolio Management, Risk Management, Trading Systems, Market Data, Vendor Management, Credit Derivatives, Financial Risk, Swaps, Financial Services, Disaster Recovery, Bloomberg, Technical Analysis, Commodity, Business Analysis, Electronic Trading, Prime Brokerage, Middle Office, Hedge Funds, Fixed Income, Equity Derivatives, Derivatives, Sybase, Asset Management, Equity Trading, Trading, IT Strategy, Reference Data, Capital Markets, Exchange Connectivity, Alternative Investments, Private Equity, Securities, Series 7, Low Latency, Banking, Wealth Management, FX Options, Financial Markets, Equity Research, Investments, SDLC, Trading System, Emerging Markets, Mergers & Acquisitions, Business Continuity, Financial Modeling, Relationship Management
Education
Binghamton University 1972 — 1976
ba, painting
Binghamton University 1971 — 1975
BA, Design and Physics
Indiana University Bloomington
MA, Physics
Goutam Ghosh's Merrill Lynch Experience 2002 - 2005
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities 2009 - Present
Citi Smith Barney 2005 - 2009
Smith Barney 2005 - 2009
Merrill Lynch 2002 - 2005
Pershing 1998 - 2002
PHDCCI 1984 - 1984
Skills
Asset Management, Asset Managment, Business Intelligence, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 7, Wealth Management, Investment Banking, Finance, Capital Markets, Leadership, Portfolio Management, Financial Services, Banking, Derivatives
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Birla Institute of Technology 1981 — 1983
M.B.A., Marketing and International Business
Delhi University 1978 — 1981
HSBC Securities 2009 - Present
Citi Smith Barney 2005 - 2009
Smith Barney 2005 - 2009
Merrill Lynch 2002 - 2005
Pershing 1998 - 2002
PHDCCI 1984 - 1984
Skills
Asset Management, Asset Managment, Business Intelligence, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 7, Wealth Management, Investment Banking, Finance, Capital Markets, Leadership, Portfolio Management, Financial Services, Banking, Derivatives
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Birla Institute of Technology 1981 — 1983
M.B.A., Marketing and International Business
Delhi University 1978 — 1981
Kevin Pilot's Merrill Lynch Experience January 1985 - January 1988
Job Graduate Student at Talbot Theological Seminary
Industry Financial Services
Experience
Talbot Theological Seminary January 2004 - Present
Private Wealth Advisors January 2004 - September 2008
Vulture Holdings LLC January 2000 - January 2002
KCI Publications January 1997 - January 2000
Private Asset Management January 1997 - January 1998
Phoenix Capital Management January 1994 - January 1997
Glenfed Financial January 1990 - January 1994
Great Western Financial January 1988 - January 1990
Merrill Lynch January 1985 - January 1988
Skills
Quickbooks, Excel, Access, Microsoft Publisher, QuickBooks, Microsoft Excel, C++, Public Speaking, Portfolio Management, Investments, Strategy
Education
2012 - Talbot Theological Seminary 2010 — 2012
MA, Biblical Languages/NT Studies, 3.72
2009 - Talbot Theological Seminary 2007 — 2009
MA, Philosophy, 3.71
2006 - Talbot Theological Seminary 2004 — 2006
MA, Systematic Theology, 3.67
Biola University 1982 — 1986
BS, Business Administration, 3.5
Talbot Theological Seminary January 2004 - Present
Private Wealth Advisors January 2004 - September 2008
Vulture Holdings LLC January 2000 - January 2002
KCI Publications January 1997 - January 2000
Private Asset Management January 1997 - January 1998
Phoenix Capital Management January 1994 - January 1997
Glenfed Financial January 1990 - January 1994
Great Western Financial January 1988 - January 1990
Merrill Lynch January 1985 - January 1988
Skills
Quickbooks, Excel, Access, Microsoft Publisher, QuickBooks, Microsoft Excel, C++, Public Speaking, Portfolio Management, Investments, Strategy
Education
2012 - Talbot Theological Seminary 2010 — 2012
MA, Biblical Languages/NT Studies, 3.72
2009 - Talbot Theological Seminary 2007 — 2009
MA, Philosophy, 3.71
2006 - Talbot Theological Seminary 2004 — 2006
MA, Systematic Theology, 3.67
Biola University 1982 — 1986
BS, Business Administration, 3.5
Sonny Hwang's Merrill Lynch Experience August 1996 - June 2001
Job Sr. Business Intelligence Architect at NBCUniversal, Inc.
Industry Financial Services
Experience
NBCUniversal, Inc. February 2013 - Present
Morgan Stanley April 2006 - January 2013
US Trust June 2001 - April 2006
Merrill Lynch August 1996 - June 2001
Merrill Lynch, First Boston, DTC, Pershing July 1987 - January 1996
Skills
Data Warehousing, Sybase, Databases, Software Development, Oracle, Business Intelligence, Informatica, Teradata, Agile Methodologies, Enterprise Architecture, Process Improvement, DB2, Business Objects, SharePoint, Data Modeling, SQL, Database Design, Project Management, IT Management, SDLC, Business Analysis, Performance Tuning, Analytics, Microsoft SQL Server, ETL, Unix, Software Project..., SQL Tuning, IT Strategy, Database Administration, SOA, Visio, Governance, Data Mining
Education
University of Pennsylvania - The Wharton School 2007 — 2009
EMTM, Executive Masters in Technology Management, Joint Program between Wharton and UPenn Engineering
Binghamton University 1984 — 1987
MS, Computer Science
NBCUniversal, Inc. February 2013 - Present
Morgan Stanley April 2006 - January 2013
US Trust June 2001 - April 2006
Merrill Lynch August 1996 - June 2001
Merrill Lynch, First Boston, DTC, Pershing July 1987 - January 1996
Skills
Data Warehousing, Sybase, Databases, Software Development, Oracle, Business Intelligence, Informatica, Teradata, Agile Methodologies, Enterprise Architecture, Process Improvement, DB2, Business Objects, SharePoint, Data Modeling, SQL, Database Design, Project Management, IT Management, SDLC, Business Analysis, Performance Tuning, Analytics, Microsoft SQL Server, ETL, Unix, Software Project..., SQL Tuning, IT Strategy, Database Administration, SOA, Visio, Governance, Data Mining
Education
University of Pennsylvania - The Wharton School 2007 — 2009
EMTM, Executive Masters in Technology Management, Joint Program between Wharton and UPenn Engineering
Binghamton University 1984 — 1987
MS, Computer Science
Jon Ferguson's Merrill Lynch Experience July 2000 - November 2001
Job Partner at FIC Capital
Industry Investment Management
Experience
FIC Capital, Inc. July 2002 - Present
Merrill Lynch July 2000 - November 2001
Credit Suisse First Boston May 1999 - September 1999
Schroders July 1997 - February 1999
NatWest Securities, Inc. September 1996 - July 1997
Value Line August 1995 - September 1996
Skills
Alternative Investments, Investments, Valuation, Equity Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA w/ Honors, Finance
State University of New York at Binghamton 1991 — 1995
BS/BA, Economics & Mathematics
FIC Capital, Inc. July 2002 - Present
Merrill Lynch July 2000 - November 2001
Credit Suisse First Boston May 1999 - September 1999
Schroders July 1997 - February 1999
NatWest Securities, Inc. September 1996 - July 1997
Value Line August 1995 - September 1996
Skills
Alternative Investments, Investments, Valuation, Equity Research
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA w/ Honors, Finance
State University of New York at Binghamton 1991 — 1995
BS/BA, Economics & Mathematics
Richard Riccomini's Merrill Lynch Experience February 2005 - March 2007
Job
Industry Financial Services
Experience
Schonfeld Group Holdings September 2013 - Present
Citi January 2010 - September 2013
Citi December 2008 - December 2009
Credit Suisse March 2007 - December 2008
Merrill Lynch February 2005 - March 2007
Lehman Brothers August 1994 - February 2005
Skills
Fixed Income, Equities, Trading Systems, Investment Banking, Capital Markets, Financial Services, Market Data, Vendor Management, Derivatives, Business Analysis, Hedge Funds, Risk Management
Education
LIU Post
MSLS, Information Science
State University of New York at Binghamton
Bachelor of Science (BS), Management Information Systems - School of Management
Schonfeld Group Holdings September 2013 - Present
Citi January 2010 - September 2013
Citi December 2008 - December 2009
Credit Suisse March 2007 - December 2008
Merrill Lynch February 2005 - March 2007
Lehman Brothers August 1994 - February 2005
Skills
Fixed Income, Equities, Trading Systems, Investment Banking, Capital Markets, Financial Services, Market Data, Vendor Management, Derivatives, Business Analysis, Hedge Funds, Risk Management
Education
LIU Post
MSLS, Information Science
State University of New York at Binghamton
Bachelor of Science (BS), Management Information Systems - School of Management
Atul Shrivastava's Merrill Lynch Experience January 1999 - January 2000
Job Experienced FI/Structured Products Professional
Industry Investment Management
Experience
Treesdale Partners LLC September 2011 - March 2012
C12 Capital Management September 2009 - August 2011
Barclays Capital October 2008 - September 2009
RBS Greenwich Capital January 2008 - September 2008
RBSGC January 2007 - January 2008
Credit Suisse 2000 - 2007
Merrill Lynch January 1999 - January 2000
Bear Stearns January 1998 - January 1999
Andrew Davidson & Co 1994 - 1998
Skills
Fixed Income, Trading, Structured Products, Risk Management, Market Risk, Structuring, Residential Mortgages, Derivatives, Portfolio Management, ABS, MBS, Structured Finance, Quantitative Finance
Education
Massachusetts Institute of Technology 1990 — 1994
Ph.D. program, Applied Mathematics
University of Massachusetts, Amherst 1985 — 1987
MS, Computer Engineering
Birla Institute of Technology and Science 1980 — 1984
B.S. Hons., Electrical and Computer Engineering
Treesdale Partners LLC September 2011 - March 2012
C12 Capital Management September 2009 - August 2011
Barclays Capital October 2008 - September 2009
RBS Greenwich Capital January 2008 - September 2008
RBSGC January 2007 - January 2008
Credit Suisse 2000 - 2007
Merrill Lynch January 1999 - January 2000
Bear Stearns January 1998 - January 1999
Andrew Davidson & Co 1994 - 1998
Skills
Fixed Income, Trading, Structured Products, Risk Management, Market Risk, Structuring, Residential Mortgages, Derivatives, Portfolio Management, ABS, MBS, Structured Finance, Quantitative Finance
Education
Massachusetts Institute of Technology 1990 — 1994
Ph.D. program, Applied Mathematics
University of Massachusetts, Amherst 1985 — 1987
MS, Computer Engineering
Birla Institute of Technology and Science 1980 — 1984
B.S. Hons., Electrical and Computer Engineering
Santosh H Anand's Merrill Lynch Experience 2010 - 2010
Job Sr Software Engineer/Analyst at MOL (America) Inc.
Industry Information Technology and Services
Experience
MOL (America) Inc. October 2013 - Present
Inovalon 2012 - October 2013
Deloitte 2010 - 2012
Merrill Lynch 2010 - 2010
Credit Suisse 2008 - 2010
TIAA 2007 - 2008
Intel 2003 - 2007
Canarys 2000 - 2003
Skills
ASP.NET, ADO.NET, VB.NET, XML, WPF, Web Services, .NET, TFS, WCF, Agile Methodologies, Databases, Microsoft SQL Server, Scrum, Visual Studio, Oracle, SDLC, AJAX, Testing, Integration
Education
Kuvempu Vishwavidyanilaya 1996 — 2000
Birla Institute of Technology
Master of Science (M.S.), Software Systems
MOL (America) Inc. October 2013 - Present
Inovalon 2012 - October 2013
Deloitte 2010 - 2012
Merrill Lynch 2010 - 2010
Credit Suisse 2008 - 2010
TIAA 2007 - 2008
Intel 2003 - 2007
Canarys 2000 - 2003
Skills
ASP.NET, ADO.NET, VB.NET, XML, WPF, Web Services, .NET, TFS, WCF, Agile Methodologies, Databases, Microsoft SQL Server, Scrum, Visual Studio, Oracle, SDLC, AJAX, Testing, Integration
Education
Kuvempu Vishwavidyanilaya 1996 — 2000
Birla Institute of Technology
Master of Science (M.S.), Software Systems
Peter Rizzo's Merrill Lynch Experience 1995 - 2002
Job Vice President, Quality Assurance & Process Development
Industry Financial Services
Experience
Interactive Data July 2015 - Present
Interactive Data May 2012 - Present
Interactive Data August 2002 - May 2012
Merrill Lynch 1995 - 2002
Skills
Quality Assurance, Fixed Income, Business Analysis, Process Improvement, Release Management, Business Process, Analysis, ITIL, Testing, Change Management, SDLC, User Acceptance Testing, Software Quality...
Education
Hofstra University 1995 — 1999
M.B.A., Finance/Technology
State University of New York at Binghamton 1993 — 1995
Bachelor's Degree, Management and Finance
Interactive Data July 2015 - Present
Interactive Data May 2012 - Present
Interactive Data August 2002 - May 2012
Merrill Lynch 1995 - 2002
Skills
Quality Assurance, Fixed Income, Business Analysis, Process Improvement, Release Management, Business Process, Analysis, ITIL, Testing, Change Management, SDLC, User Acceptance Testing, Software Quality...
Education
Hofstra University 1995 — 1999
M.B.A., Finance/Technology
State University of New York at Binghamton 1993 — 1995
Bachelor's Degree, Management and Finance
Steven Solof's Merrill Lynch Experience April 2000 - September 2006
Job VP at Chase
Industry Banking
Experience
JPMorgan Chase September 2006 - August 2015
Merrill Lynch April 2000 - September 2006
NYSE April 1999 - April 2000
Skills
Risk Management, Loan Servicing, Business Analysis, Program Management, Business Process..., Mortgage Servicing, Fixed Income, Loss Mitigation, Change Management, CISA, Operational Risk..., Mortgage Lending, Mortgage Banking, Financial Services, Project Management, Process Improvement, Financial Risk, AML, Operational Risk, Banking
Education
Binghamton University - School of Management 1984 — 1988
JPMorgan Chase September 2006 - August 2015
Merrill Lynch April 2000 - September 2006
NYSE April 1999 - April 2000
Skills
Risk Management, Loan Servicing, Business Analysis, Program Management, Business Process..., Mortgage Servicing, Fixed Income, Loss Mitigation, Change Management, CISA, Operational Risk..., Mortgage Lending, Mortgage Banking, Financial Services, Project Management, Process Improvement, Financial Risk, AML, Operational Risk, Banking
Education
Binghamton University - School of Management 1984 — 1988
Nandini Chari's Merrill Lynch Experience November 1996 - June 2002
Job IT Professional
Industry Information Technology and Services
Experience
State Street November 2005 - May 2008
Merrill Lynch November 1996 - June 2002
Skills
Requirements Gathering, SDLC, SQL, Access, Customer Relations, Visio, SQL Server, Program Management, Requirements Analysis, Business Analysis, Process Improvement, Excel, Unix, Microsoft Office, Change Management, SharePoint, IT Management, User Acceptance Testing, PMO
Education
Birla Institute of Technology and Science, Pilani 1988 — 1993
State Street November 2005 - May 2008
Merrill Lynch November 1996 - June 2002
Skills
Requirements Gathering, SDLC, SQL, Access, Customer Relations, Visio, SQL Server, Program Management, Requirements Analysis, Business Analysis, Process Improvement, Excel, Unix, Microsoft Office, Change Management, SharePoint, IT Management, User Acceptance Testing, PMO
Education
Birla Institute of Technology and Science, Pilani 1988 — 1993
Stella Umunna's Merrill Lynch Experience Senior ConsultantCantor FitzgeraldAugust 2008 - Present
Job Senior Consultant at Cantor Fitzgerald
Industry Financial Services
Experience
Merrill Lynch Senior ConsultantCantor FitzgeraldAugust 2008 - Present
Merrill Lynch April 2005 - August 2008
TMP Worldwide 2001 - 2002
Education
Birkbeck, University of London 1992 — 1993
Merrill Lynch Senior ConsultantCantor FitzgeraldAugust 2008 - Present
Merrill Lynch April 2005 - August 2008
TMP Worldwide 2001 - 2002
Education
Birkbeck, University of London 1992 — 1993
Heidi Burke's Merrill Lynch Experience February 1996 - June 1998
Job Head of IT Americas Human Capital at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse June 1998 - Present
Merrill Lynch February 1996 - June 1998
Goldman Sachs 1985 - 1996
Skills
Commodity, Investment Banking, Fixed Income, Trading Systems, IT Strategy, Equities, Derivatives, Program Management, Prime Brokerage, Business Analysis, Strategy, Capital Markets
Education
State University of New York at Binghamton
MBA, MA,BA, Information Technology
Credit Suisse June 1998 - Present
Merrill Lynch February 1996 - June 1998
Goldman Sachs 1985 - 1996
Skills
Commodity, Investment Banking, Fixed Income, Trading Systems, IT Strategy, Equities, Derivatives, Program Management, Prime Brokerage, Business Analysis, Strategy, Capital Markets
Education
State University of New York at Binghamton
MBA, MA,BA, Information Technology
William Hauk's Merrill Lynch Experience November 2000 - March 2009
Job Controller at Apollo Capital Management
Industry Financial Services
Experience
Apollo Global Management LLC March 2009 - Present
Merrill Lynch November 2000 - March 2009
Prudential Securities November 1998 - November 2000
Grant Thornton LLP November 1995 - November 1998
Skills
CPA, CFA, Private Equity, Hedge Funds, Corporate Finance, Chartered Financial..., Fixed Income, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Capital Markets, Due Diligence, Derivatives, Investment Banking, Equities, Finance, Accounting
Education
Binghamton University 1987 — 1991
BS, Accounting
Apollo Global Management LLC March 2009 - Present
Merrill Lynch November 2000 - March 2009
Prudential Securities November 1998 - November 2000
Grant Thornton LLP November 1995 - November 1998
Skills
CPA, CFA, Private Equity, Hedge Funds, Corporate Finance, Chartered Financial..., Fixed Income, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Capital Markets, Due Diligence, Derivatives, Investment Banking, Equities, Finance, Accounting
Education
Binghamton University 1987 — 1991
BS, Accounting
Arthur Sherman's Merrill Lynch Experience March 2010 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Morgan Stanley Smith Barney September 2007 - February 2010
Skills
Series 7, Series 63, Alternative Investments, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Fixed Income
Education
Binghamton University - School of Management 2001 — 2004
Merrill Lynch March 2010 - Present
Morgan Stanley Smith Barney September 2007 - February 2010
Skills
Series 7, Series 63, Alternative Investments, Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Fixed Income
Education
Binghamton University - School of Management 2001 — 2004
Joan Bader's Merrill Lynch Experience 1996 - 2002
Job Senior Technology Professional
Industry Financial Services
Experience
Bridgewater Associates October 2009 - Present
Societe Generale February 2009 - October 2009
Morgan Stanley September 2006 - October 2008
Credit Suisse 2002 - 2006
Merrill Lynch 1996 - 2002
Goldman Sachs 1994 - 1996
Morgan Stanley 1980 - 1994
AMS 1978 - 1980
Skills
Valuation, Equities, Risk Management, Strategy, Change Management, Finance, Data Warehousing, Electronic Trading, Due Diligence, Investments, CRM, Asset Managment, Derivatives, Hedge Funds, Financial Markets, Leadership, Human Resources, Management, Securities, Investment Banking, Private Equity, Program Management, Sales, Corporate Finance, Financial Risk, Asset Management, Equity Derivatives, Options, Software Development, Financial Modeling, Business Analysis, Back Office, Portfolio Management, Vendor Management, Financial Services, Bloomberg, Alternative Investments, IT Strategy, Market Data, Mergers, Trading Systems, Management Consulting, Capital Markets, Credit Derivatives, FX Options, Wealth Management, Emerging Markets, Business Strategy, Trading, Middle Office
Education
Binghamton University 1974 — 1978
BA, Mathematics/Management
Bridgewater Associates October 2009 - Present
Societe Generale February 2009 - October 2009
Morgan Stanley September 2006 - October 2008
Credit Suisse 2002 - 2006
Merrill Lynch 1996 - 2002
Goldman Sachs 1994 - 1996
Morgan Stanley 1980 - 1994
AMS 1978 - 1980
Skills
Valuation, Equities, Risk Management, Strategy, Change Management, Finance, Data Warehousing, Electronic Trading, Due Diligence, Investments, CRM, Asset Managment, Derivatives, Hedge Funds, Financial Markets, Leadership, Human Resources, Management, Securities, Investment Banking, Private Equity, Program Management, Sales, Corporate Finance, Financial Risk, Asset Management, Equity Derivatives, Options, Software Development, Financial Modeling, Business Analysis, Back Office, Portfolio Management, Vendor Management, Financial Services, Bloomberg, Alternative Investments, IT Strategy, Market Data, Mergers, Trading Systems, Management Consulting, Capital Markets, Credit Derivatives, FX Options, Wealth Management, Emerging Markets, Business Strategy, Trading, Middle Office
Education
Binghamton University 1974 — 1978
BA, Mathematics/Management
Julia Raven's Merrill Lynch Experience 2003 - 2006
Job Senior Director, Life Product Management at AXAEquitable
Industry Financial Services
Experience
AXA-Equitable 2009 - Present
Independent Consulting January 2007 - October 2009
Merrill Lynch 2003 - 2006
Merrill Lynch 1996 - 2003
Merrill Lynch 1991 - 1996
Merrill Lynch 1983 - 1990
Skills
Product Management, Retirement, Budgets, Cross-functional Team..., Customer Service, Retirement Planning, Strategy, Product Marketing, Mutual Funds, Strategic Planning, Financial Services, Investments
Education
State University of New York at Binghamton
AXA-Equitable 2009 - Present
Independent Consulting January 2007 - October 2009
Merrill Lynch 2003 - 2006
Merrill Lynch 1996 - 2003
Merrill Lynch 1991 - 1996
Merrill Lynch 1983 - 1990
Skills
Product Management, Retirement, Budgets, Cross-functional Team..., Customer Service, Retirement Planning, Strategy, Product Marketing, Mutual Funds, Strategic Planning, Financial Services, Investments
Education
State University of New York at Binghamton
Owen Mao's Merrill Lynch Experience August 2003 - October 2006
Job at Gartner Consulting
Industry Management Consulting
Experience
Gartner Consulting 2011 - Present
University of Connecticut August 2009 - May 2011
Hamilton Sundstrand May 2010 - December 2010
NYSE Euronext January 2009 - June 2009
American Stock Exchange August 2007 - January 2009
Jefferies & Company 2006 - 2007
Merrill Lynch August 2003 - October 2006
Skills
Business Analysis, Competitive Analysis, Strategy, Financial Analysis, Financial Modeling, Business Planning, Large-Scale Budget &..., Operational Cost..., Investments, Strategic Financial..., Financial Reporting, Valuation, Risk Management, Corporate Finance
Education
The University of Connecticut School of Business 2009 — 2011
MBA in Finance
New York University 2006 — 2008
Non-Degree Program, Accounting and Business/Management
State University of New York at Binghamton 1998 — 2002
Economics
Gartner Consulting 2011 - Present
University of Connecticut August 2009 - May 2011
Hamilton Sundstrand May 2010 - December 2010
NYSE Euronext January 2009 - June 2009
American Stock Exchange August 2007 - January 2009
Jefferies & Company 2006 - 2007
Merrill Lynch August 2003 - October 2006
Skills
Business Analysis, Competitive Analysis, Strategy, Financial Analysis, Financial Modeling, Business Planning, Large-Scale Budget &..., Operational Cost..., Investments, Strategic Financial..., Financial Reporting, Valuation, Risk Management, Corporate Finance
Education
The University of Connecticut School of Business 2009 — 2011
MBA in Finance
New York University 2006 — 2008
Non-Degree Program, Accounting and Business/Management
State University of New York at Binghamton 1998 — 2002
Economics
Jon Mastrandrea's Merrill Lynch Experience February 2004 - May 2007
Job Executive Vice President at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. May 2015 - Present
UBS Wealth Management April 2011 - April 2015
Loop Capital November 2008 - March 2011
JPMorgan May 2007 - June 2008
Merrill Lynch February 2004 - May 2007
Morgan Stanley Dean Witter 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Bonds, Trading, Fixed Income, Series 7, Series 63, Wealth Management, Private Wealth..., Fixed Income Trading, High Yield
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Binghamton University 1979 — 1983
B.A, Economics, Political Science
R. Seelaus & Co., Inc. May 2015 - Present
UBS Wealth Management April 2011 - April 2015
Loop Capital November 2008 - March 2011
JPMorgan May 2007 - June 2008
Merrill Lynch February 2004 - May 2007
Morgan Stanley Dean Witter 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Bonds, Trading, Fixed Income, Series 7, Series 63, Wealth Management, Private Wealth..., Fixed Income Trading, High Yield
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Binghamton University 1979 — 1983
B.A, Economics, Political Science
Linda Wong's Merrill Lynch Experience April 1998 - October 1999
Job Consultant at Disney ABC Television Group
Industry Banking
Experience
Time Inc. April 2015 - Present
Disney ABC Television Group - Hyperion Publishing June 2012 - September 2013
ANZ March 2012 - June 2012
Morgan Stanley September 2011 - December 2011
Guggenheim Capital Markets April 2010 - September 2011
LBBW April 2007 - April 2010
Natixis November 1999 - March 2007
Merrill Lynch April 1998 - October 1999
Deutsche Bank June 1996 - April 1998
Education
Binghamton University - School of Management 1993 — 1996
BS, Accounting
University of Massachusetts, Amherst 1992 — 1993
BA, Liberal Arts
Time Inc. April 2015 - Present
Disney ABC Television Group - Hyperion Publishing June 2012 - September 2013
ANZ March 2012 - June 2012
Morgan Stanley September 2011 - December 2011
Guggenheim Capital Markets April 2010 - September 2011
LBBW April 2007 - April 2010
Natixis November 1999 - March 2007
Merrill Lynch April 1998 - October 1999
Deutsche Bank June 1996 - April 1998
Education
Binghamton University - School of Management 1993 — 1996
BS, Accounting
University of Massachusetts, Amherst 1992 — 1993
BA, Liberal Arts
Ryan Jantzen's Merrill Lynch Experience February 2004 - December 2008
Job Originator at Ladder Capital Finance LLC
Industry Real Estate
Experience
Ladder Capital Finance LLC October 2009 - Present
N2 Realty Capital January 2009 - January 2010
Merrill Lynch February 2004 - December 2008
Education
Binghamton University 2000 — 2004
BS, HDEV
Ladder Capital Finance LLC October 2009 - Present
N2 Realty Capital January 2009 - January 2010
Merrill Lynch February 2004 - December 2008
Education
Binghamton University 2000 — 2004
BS, HDEV
Janet Newkirk's Merrill Lynch Experience August 1985 - July 1987
Job School Trustee
Industry Education Management
Experience
The American School in London Foundation September 2007 - Present
Ashlawn Opera 2009 - 2014
Tandem Friends School December 2011 - September 2013
Carleton College September 2007 - May 2010
The American School in London January 1995 - June 2007
Campden Hill Court Ltd November 1994 - November 2002
260 West Broadway Inc 1984 - 1988
Merrill Lynch August 1985 - July 1987
ITT 1983 - 1985
Rockwell International, Ashtabula Brake Division 1981 - 1983
Education
Middlesex University 1999 — 2002
half of MSc, Psychotherapy
Birkbeck, University of London 1991 — 1993
most of MSc, Computer Science
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance
Carleton College 1970 — 1974
BA, Mathematics
The American School in London Foundation September 2007 - Present
Ashlawn Opera 2009 - 2014
Tandem Friends School December 2011 - September 2013
Carleton College September 2007 - May 2010
The American School in London January 1995 - June 2007
Campden Hill Court Ltd November 1994 - November 2002
260 West Broadway Inc 1984 - 1988
Merrill Lynch August 1985 - July 1987
ITT 1983 - 1985
Rockwell International, Ashtabula Brake Division 1981 - 1983
Education
Middlesex University 1999 — 2002
half of MSc, Psychotherapy
Birkbeck, University of London 1991 — 1993
most of MSc, Computer Science
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance
Carleton College 1970 — 1974
BA, Mathematics
Ekaterina Dubrova's Merrill Lynch Experience April 2004 - March 2010
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch April 2004 - March 2010
Ernst & Young August 1999 - April 2004
Education
Binghamton University - School of Management 1995 — 1999
BS, Finance, MIS
Merrill Lynch April 2004 - March 2010
Ernst & Young August 1999 - April 2004
Education
Binghamton University - School of Management 1995 — 1999
BS, Finance, MIS
Lee Nesser's Merrill Lynch Experience September 2013 - Present
Job Senior Vice PresidentWealth Management, Senior Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2013 - Present
Morgan Stanley - Private Wealth Management September 2008 - September 2013
Lehman Brothers Holdings Inc. - Private Client Services 2001 - 2008
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Capital Markets, Wealth Management, Series 7, Asset Allocation, Bloomberg, Series 63, Options, Equity Trading, Financial Advisory, Wealth Management..., Private Banking, Residential Mortgages, Real Estate Financing, Liquidity Management, Derivatives, Securities, Investments, Finance, Portfolio Management, Estate Planning, Private Equity, Mutual Funds, Asset Management
Education
University of Colorado Boulder 1995 — 1997
MBA, Finance Marketing Entrepreneurship
Binghamton University - School of Management 1988 — 1992
BS, Business Administration
Merrill Lynch September 2013 - Present
Morgan Stanley - Private Wealth Management September 2008 - September 2013
Lehman Brothers Holdings Inc. - Private Client Services 2001 - 2008
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Capital Markets, Wealth Management, Series 7, Asset Allocation, Bloomberg, Series 63, Options, Equity Trading, Financial Advisory, Wealth Management..., Private Banking, Residential Mortgages, Real Estate Financing, Liquidity Management, Derivatives, Securities, Investments, Finance, Portfolio Management, Estate Planning, Private Equity, Mutual Funds, Asset Management
Education
University of Colorado Boulder 1995 — 1997
MBA, Finance Marketing Entrepreneurship
Binghamton University - School of Management 1988 — 1992
BS, Business Administration
Tom Murphy Jr's Merrill Lynch Experience July 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Real Estate
Experience
IBM Internet Security Systems July 2013 - Present
Merrill Lynch July 2013 - Present
IBM September 1976 - April 2012
Skills
Unix, Software Development, Agile Methodologies, SDLC, Integration, TCP/IP, C, Java, Patents, Security, Requirements Analysis, Testing, Linux, Software Project..., IP, Software Engineering, Operating Systems, Cloud Computing, System Architecture, Architecture, C++, Software Design, Shell Scripting, Perl
Education
Binghamton University - School of Management 1973 — 1977
Broome Community College 1973 — 1975
Binghamton Central High School 1969 — 1973
IBM Internet Security Systems July 2013 - Present
Merrill Lynch July 2013 - Present
IBM September 1976 - April 2012
Skills
Unix, Software Development, Agile Methodologies, SDLC, Integration, TCP/IP, C, Java, Patents, Security, Requirements Analysis, Testing, Linux, Software Project..., IP, Software Engineering, Operating Systems, Cloud Computing, System Architecture, Architecture, C++, Software Design, Shell Scripting, Perl
Education
Binghamton University - School of Management 1973 — 1977
Broome Community College 1973 — 1975
Binghamton Central High School 1969 — 1973
Howard H. Lee's Merrill Lynch Experience 2002 - 2002
Job Distressed Bank Debt
Industry Financial Services
Experience
Deutsche Bank January 2015 - Present
Barclays Capital 2009 - January 2015
JP Morgan Chase 2009 - 2009
Goldman Sachs 2005 - 2009
Morgan Stanley 2004 - 2004
HSBC 2004 - 2004
MacKenzie Partners 2003 - 2003
Merrill Lynch 2002 - 2002
Education
Binghamton University 2000 — 2005
BA, English and Globalization of Cultures
Bronx High School of Science
HS Diploma
Deutsche Bank January 2015 - Present
Barclays Capital 2009 - January 2015
JP Morgan Chase 2009 - 2009
Goldman Sachs 2005 - 2009
Morgan Stanley 2004 - 2004
HSBC 2004 - 2004
MacKenzie Partners 2003 - 2003
Merrill Lynch 2002 - 2002
Education
Binghamton University 2000 — 2005
BA, English and Globalization of Cultures
Bronx High School of Science
HS Diploma
Wilson Chen's Merrill Lynch Experience May 2008 - July 2008
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
FrontFour Capital Group, LLC May 2015 - Present
Sponsors for Educational Opportunity October 2013 - August 2014
Bank of America Merrill Lynch July 2009 - June 2013
Merrill Lynch May 2008 - July 2008
TheMarkets.com June 2007 - August 2007
Skills
Mandarin, Microsoft Excel, Eviews, SAS, Cantonese, Bloomberg, Financial Modeling, Equity Research, Valuation, Bloomberg Terminal, Equities, Investments, Economics, Series 7, Capital Markets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
State University of New York at Binghamton 2005 — 2009
BSc, BA, Economics, Math
Stuyvesant High School 2004 — 2005
Diploma
FrontFour Capital Group, LLC May 2015 - Present
Sponsors for Educational Opportunity October 2013 - August 2014
Bank of America Merrill Lynch July 2009 - June 2013
Merrill Lynch May 2008 - July 2008
TheMarkets.com June 2007 - August 2007
Skills
Mandarin, Microsoft Excel, Eviews, SAS, Cantonese, Bloomberg, Financial Modeling, Equity Research, Valuation, Bloomberg Terminal, Equities, Investments, Economics, Series 7, Capital Markets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
State University of New York at Binghamton 2005 — 2009
BSc, BA, Economics, Math
Stuyvesant High School 2004 — 2005
Diploma
Stephanie Kohnken's Merrill Lynch Experience July 2002 - August 2004
Job Special Education Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education September 2005 - Present
Merrill Lynch July 2002 - August 2004
Skills
Special Education, Curriculum Development, Curriculum Design, Tutoring, Lesson Planning, Classroom, Differentiated..., Elementary Education, Literacy, Educational Technology, Classroom Management, Educational Leadership
Education
City University of New York-Queens College 2005 — 2008
Master's Degree, Special Education and Teaching, Summa Cum Laude
Binghamton University 2001 — 2005
Bachelor's Degree, Sociology, cum laude
NYC Department of Education September 2005 - Present
Merrill Lynch July 2002 - August 2004
Skills
Special Education, Curriculum Development, Curriculum Design, Tutoring, Lesson Planning, Classroom, Differentiated..., Elementary Education, Literacy, Educational Technology, Classroom Management, Educational Leadership
Education
City University of New York-Queens College 2005 — 2008
Master's Degree, Special Education and Teaching, Summa Cum Laude
Binghamton University 2001 — 2005
Bachelor's Degree, Sociology, cum laude
Matt Robinson's Merrill Lynch Experience April 2006 - August 2008
Job Head of Business Development at P2 Capital Partners
Industry Financial Services
Experience
P2 Capital Partners, LLC March 2015 - Present
Mark Asset Management January 2013 - December 2014
Morgan Stanley September 2008 - November 2012
Merrill Lynch April 2006 - August 2008
Citigroup February 2002 - March 2006
Goldman Sachs July 1998 - December 2001
Skills
Hedge Funds, Alternative Investments, Equities, Private Equity, Fund Of Funds, Asset Managment, Investor Relations, Investment Banking, Private Placements, Business Development, Fixed Income, Asset Management, Wealth Management, Due Diligence
Education
Binghamton University 1994 — 1998
BS, Finance
P2 Capital Partners, LLC March 2015 - Present
Mark Asset Management January 2013 - December 2014
Morgan Stanley September 2008 - November 2012
Merrill Lynch April 2006 - August 2008
Citigroup February 2002 - March 2006
Goldman Sachs July 1998 - December 2001
Skills
Hedge Funds, Alternative Investments, Equities, Private Equity, Fund Of Funds, Asset Managment, Investor Relations, Investment Banking, Private Placements, Business Development, Fixed Income, Asset Management, Wealth Management, Due Diligence
Education
Binghamton University 1994 — 1998
BS, Finance
Wendy Goldberg's Merrill Lynch Experience December 1990 - July 2005
Job Legal Services Professional
Industry Legal Services
Experience
Merrill Lynch December 1990 - July 2005
Education
Rutgers Online Paralegal Certification Program 2009 — 2009
Certification, Legal Assistant
Binghamton University
BA, Political Science and Philosophy
Merrill Lynch December 1990 - July 2005
Education
Rutgers Online Paralegal Certification Program 2009 — 2009
Certification, Legal Assistant
Binghamton University
BA, Political Science and Philosophy
Anne Hubany, PMP's Merrill Lynch Experience 1985 - 1993
Job Program Manager, World Courier an AmerisourceBergen Company
Industry Pharmaceuticals
Experience
World Courier an AmerisourceBergen Company July 2014 - Present
CA Technologies October 2013 - July 2014
MITEQ Inc May 2011 - July 2013
Dasnet Corporation 2006 - May 2011
Cablevision 1995 - 2002
Merrill Lynch 1985 - 1993
Skills
Process Improvement, Integration, Vendor Management, Telecommunications, Team Building, Cross-functional Team..., Program Management, Troubleshooting, Wireless, MS Project, Testing, PMP, Project Management, VoIP, Management, Software Documentation, Software Development, Statement of Work, Proposal Writing, Operating Budgets, Requirement..., Analysis, Business Analysis, Business Development, SOW, Strategy, CRM, Contract Management, Lean Manufacturing, Engineering, Manufacturing, Microsoft Project, Procurement, Requirements Analysis, SDLC, Systems Engineering, PMO, Visio, Agile Methodologies, Team Leadership, Quality Assurance, Leadership
Education
Pace University
Masters of Science, Computer Science
Binghamton University - School of Management
Bachelor of Science, Management
World Courier an AmerisourceBergen Company July 2014 - Present
CA Technologies October 2013 - July 2014
MITEQ Inc May 2011 - July 2013
Dasnet Corporation 2006 - May 2011
Cablevision 1995 - 2002
Merrill Lynch 1985 - 1993
Skills
Process Improvement, Integration, Vendor Management, Telecommunications, Team Building, Cross-functional Team..., Program Management, Troubleshooting, Wireless, MS Project, Testing, PMP, Project Management, VoIP, Management, Software Documentation, Software Development, Statement of Work, Proposal Writing, Operating Budgets, Requirement..., Analysis, Business Analysis, Business Development, SOW, Strategy, CRM, Contract Management, Lean Manufacturing, Engineering, Manufacturing, Microsoft Project, Procurement, Requirements Analysis, SDLC, Systems Engineering, PMO, Visio, Agile Methodologies, Team Leadership, Quality Assurance, Leadership
Education
Pace University
Masters of Science, Computer Science
Binghamton University - School of Management
Bachelor of Science, Management
Parag Ramaiya's Merrill Lynch Experience September 2002 - January 2009
Job Financial Planning Analyst at Comodo
Industry Financial Services
Experience
Comodo July 2012 - Present
Royal Oak Capital Management August 2010 - July 2012
Merrill Lynch September 2002 - January 2009
Education
State University of New York at Binghamton 2000 — 2003
Master of Business Administration (M.B.A.), Finance
Fr. Conceicao Rodrigues College of Engineering 1995 — 1999
Bachelor's degree, Electronics Engineering
Comodo July 2012 - Present
Royal Oak Capital Management August 2010 - July 2012
Merrill Lynch September 2002 - January 2009
Education
State University of New York at Binghamton 2000 — 2003
Master of Business Administration (M.B.A.), Finance
Fr. Conceicao Rodrigues College of Engineering 1995 — 1999
Bachelor's degree, Electronics Engineering
Leor Wolf's Merrill Lynch Experience 2005 - 2005
Job Construction Analyst at Related Companies
Industry Real Estate
Experience
Related Companies May 2013 - Present
Goldman Sachs November 2009 - May 2013
Bloomberg August 2009 - October 2009
Israel Defense Forces September 2007 - March 2009
Merrill Lynch 2005 - 2005
Skills
Analysis, Entrepreneurship, Equities, Financial Analysis, Financial Modeling, Leadership, Research, Valuation, Corporate Finance, Bloomberg, Due Diligence, Portfolio Management, Finance, Investments, Management, Microsoft Excel, Microsoft Office, Marketing, Risk Management, Contract Negotiation, Asset Management, Project Management, Budgets, Sales, Capital Markets, Social Media, Negotiation, Real Estate
Education
Binghamton University - School of Management 2004 — 2007
B.S. in Management, Finance
East Brunswick High school
Related Companies May 2013 - Present
Goldman Sachs November 2009 - May 2013
Bloomberg August 2009 - October 2009
Israel Defense Forces September 2007 - March 2009
Merrill Lynch 2005 - 2005
Skills
Analysis, Entrepreneurship, Equities, Financial Analysis, Financial Modeling, Leadership, Research, Valuation, Corporate Finance, Bloomberg, Due Diligence, Portfolio Management, Finance, Investments, Management, Microsoft Excel, Microsoft Office, Marketing, Risk Management, Contract Negotiation, Asset Management, Project Management, Budgets, Sales, Capital Markets, Social Media, Negotiation, Real Estate
Education
Binghamton University - School of Management 2004 — 2007
B.S. in Management, Finance
East Brunswick High school
Mark Donoghue's Merrill Lynch Experience February 1995 - Present
Job Finance
Industry Financial Services
Experience
Merrill Lynch February 1995 - Present
Skills
Equities, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Investment Banking, Strategic Planning, Bloomberg, Electronic Trading, Equity Derivatives, Financial Markets, Investments, Portfolio Management, Options, Risk Management, Structured Products, Trading Systems, Trading, Valuation
Education
Binghamton University
Bachelor's degree, Accounting
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Merrill Lynch February 1995 - Present
Skills
Equities, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Investment Banking, Strategic Planning, Bloomberg, Electronic Trading, Equity Derivatives, Financial Markets, Investments, Portfolio Management, Options, Risk Management, Structured Products, Trading Systems, Trading, Valuation
Education
Binghamton University
Bachelor's degree, Accounting
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Gaston Depusoir's Merrill Lynch Experience June 2008 - August 2008
Job Director of Financial Operations at Travel Noire
Industry Leisure, Travel & Tourism
Experience
Travel Noire August 2015 - Present
IAC January 2015 - August 2015
IAC August 2013 - December 2014
PwC Consulting August 2012 - August 2013
Deutsche Bank July 2010 - June 2012
Youth About Business 2005 - 2012
Deutsche Bank Securities June 2009 - August 2009
Sponsors for Educational Opportunity 2009 - 2009
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2005 - July 2005
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Venture Capital, Mergers, Due Diligence, Financial Analysis, Mergers & Acquisitions, Finance, Portfolio Management, Equities, Banking
Education
Binghamton University - School of Management 2006 — 2010
B.S. Finance, Finance, Economics, Accounting, Consulting
John Dewey High School 2002 — 2006
Travel Noire August 2015 - Present
IAC January 2015 - August 2015
IAC August 2013 - December 2014
PwC Consulting August 2012 - August 2013
Deutsche Bank July 2010 - June 2012
Youth About Business 2005 - 2012
Deutsche Bank Securities June 2009 - August 2009
Sponsors for Educational Opportunity 2009 - 2009
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2005 - July 2005
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Venture Capital, Mergers, Due Diligence, Financial Analysis, Mergers & Acquisitions, Finance, Portfolio Management, Equities, Banking
Education
Binghamton University - School of Management 2006 — 2010
B.S. Finance, Finance, Economics, Accounting, Consulting
John Dewey High School 2002 — 2006
Roy Guggenheim's Merrill Lynch Experience November 2011 - 2012
Job Investment Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2015 - Present
Merrill Lynch November 2011 - 2012
Mediacy Outdoor May 2010 - September 2011
Show Media August 2009 - April 2010
Miller Advertising January 2001 - September 2009
G & B Advertising Agency, NY NY August 1996 - December 2000
Education
Binghamton University 1984 — 1988
Bachelor's, Philosophy/Political Science
Fidelity Investments 2015 - Present
Merrill Lynch November 2011 - 2012
Mediacy Outdoor May 2010 - September 2011
Show Media August 2009 - April 2010
Miller Advertising January 2001 - September 2009
G & B Advertising Agency, NY NY August 1996 - December 2000
Education
Binghamton University 1984 — 1988
Bachelor's, Philosophy/Political Science
Paul Schieber's Merrill Lynch Experience May 1991 - December 1994
Job RVP at Principal Funds
Industry Financial Services
Experience
The Principal Financial Group 2008 - Present
Principal Funds December 2007 - Present
Lord Abbett December 1996 - December 2007
Merrill Lynch May 1991 - December 1994
Skills
Mutual Funds, Alternative Investments, Series 7, Investment Advisory, Series 24, Financial Advisory, 401k, Series 65
Education
State University of New York at Binghamton 1982 — 1986
BA
The Principal Financial Group 2008 - Present
Principal Funds December 2007 - Present
Lord Abbett December 1996 - December 2007
Merrill Lynch May 1991 - December 1994
Skills
Mutual Funds, Alternative Investments, Series 7, Investment Advisory, Series 24, Financial Advisory, 401k, Series 65
Education
State University of New York at Binghamton 1982 — 1986
BA
Divya Kalaga's Merrill Lynch Experience May 2011 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
Airox Nigen April 2013 - Present
Cricket Communications Inc. September 2012 - January 2013
Merrill Lynch May 2011 - August 2011
GKE Logistics January 2011 - January 2011
J P Morgan Treasury and Securities Services June 2007 - July 2008
JPMorgan Chase Bank June 2006 - July 2007
Bevcon Wayors Pvt. Ltd. May 2004 - July 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Forecasting, Statistics, Excel, Economics, Bloomberg, Corporate Finance, Investments, Market Research, Corporate FP&A, Capital Budgeting, Financial Reporting, International Finance, Real Option Valuation, Regression Analysis, Business Analysis, Portfolio theory, Hedge Funds, Treasury, Cash Operations, Risk Management, DCF Valuation, Equity Valuation, Due Diligence, Mergers, Operations Management, Operational Risk, Microsoft Excel, Competitive Analysis, Finance, Management, Analysis, Financial Services, Strategy, Financial Risk
Education
University of San Diego 2010 — 2012
International MBA, Finance
Birla Institute of Technology and Science, Pilani 2002 — 2006
MMS, Economics, Management Studies
CFA Institue
CFA Institue
Gitanjali
Airox Nigen April 2013 - Present
Cricket Communications Inc. September 2012 - January 2013
Merrill Lynch May 2011 - August 2011
GKE Logistics January 2011 - January 2011
J P Morgan Treasury and Securities Services June 2007 - July 2008
JPMorgan Chase Bank June 2006 - July 2007
Bevcon Wayors Pvt. Ltd. May 2004 - July 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Forecasting, Statistics, Excel, Economics, Bloomberg, Corporate Finance, Investments, Market Research, Corporate FP&A, Capital Budgeting, Financial Reporting, International Finance, Real Option Valuation, Regression Analysis, Business Analysis, Portfolio theory, Hedge Funds, Treasury, Cash Operations, Risk Management, DCF Valuation, Equity Valuation, Due Diligence, Mergers, Operations Management, Operational Risk, Microsoft Excel, Competitive Analysis, Finance, Management, Analysis, Financial Services, Strategy, Financial Risk
Education
University of San Diego 2010 — 2012
International MBA, Finance
Birla Institute of Technology and Science, Pilani 2002 — 2006
MMS, Economics, Management Studies
CFA Institue
CFA Institue
Gitanjali
Alexis Stecker's Merrill Lynch Experience October 2012 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Merrill Lynch 2010 - November 2012
AllianceBernstein 2008 - 2010
Protiviti 2007 - 2007
Skills
Marketing, Project Management, Marketing Strategy, Business Development, Investments, Strategic Planning, Leadership, Digital Marketing
Education
Binghamton University - School of Management
Bachelor of Science (B.S.), Management, Finance: summa cum laude
Syosset
Syosset
Syosset
Merrill Lynch October 2012 - Present
Merrill Lynch 2010 - November 2012
AllianceBernstein 2008 - 2010
Protiviti 2007 - 2007
Skills
Marketing, Project Management, Marketing Strategy, Business Development, Investments, Strategic Planning, Leadership, Digital Marketing
Education
Binghamton University - School of Management
Bachelor of Science (B.S.), Management, Finance: summa cum laude
Syosset
Syosset
Syosset
phil hartl's Merrill Lynch Experience January 2010 - Present
Job Managing Director Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Merrill Lynch January 2000 - January 2010
Goldman Sachs July 1994 - January 2000
UCSF Medical Center May 1992 - June 1994
Skills
Wealth Management, Series 7, Investments, Fixed Income, Alternative Investments, Capital Markets, Investment Banking, Hedge Funds, Securities, Asset Allocation, Asset Management, Investment Advisory, Retirement Planning, Financial Modeling, Mutual Funds, Derivatives, Series 63, Private Equity, Investment Strategies, Strategic Financial..., Portfolio Management, Equities, Investment Management, Financial Services, Financial Advisory, Estate Planning, Risk Management, Bonds
Education
UC San Diego 1985 — 1992
Doctor of Philosophy (Ph.D.), Molecular Biology
Binghamton University 1978 — 1985
BS, MA, biochemistry
Merrill Lynch January 2010 - Present
Merrill Lynch January 2000 - January 2010
Goldman Sachs July 1994 - January 2000
UCSF Medical Center May 1992 - June 1994
Skills
Wealth Management, Series 7, Investments, Fixed Income, Alternative Investments, Capital Markets, Investment Banking, Hedge Funds, Securities, Asset Allocation, Asset Management, Investment Advisory, Retirement Planning, Financial Modeling, Mutual Funds, Derivatives, Series 63, Private Equity, Investment Strategies, Strategic Financial..., Portfolio Management, Equities, Investment Management, Financial Services, Financial Advisory, Estate Planning, Risk Management, Bonds
Education
UC San Diego 1985 — 1992
Doctor of Philosophy (Ph.D.), Molecular Biology
Binghamton University 1978 — 1985
BS, MA, biochemistry
Pansy Verma's Merrill Lynch Experience February 2009 - June 2011
Job Senior Consultant at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs May 2014 - Present
Barclays Investment Bank 2013 - 2014
Morgan Stanley June 2011 - May 2013
Merrill Lynch February 2009 - June 2011
Cummins Inc. May 2006 - January 2009
Skills
SDLC, Oracle, Web Services, Software Project..., Risk Management, SQL, Java Enterprise Edition, SOA, Unix, Agile Methodologies, Spring, Prime Brokerage, Core Java, EJB, JSP, Spring Framework, JavaScript, Java
Education
Birla Institute of Technology
Bachelor's degree, Electrical and Electronics Engineering
Goldman Sachs May 2014 - Present
Barclays Investment Bank 2013 - 2014
Morgan Stanley June 2011 - May 2013
Merrill Lynch February 2009 - June 2011
Cummins Inc. May 2006 - January 2009
Skills
SDLC, Oracle, Web Services, Software Project..., Risk Management, SQL, Java Enterprise Edition, SOA, Unix, Agile Methodologies, Spring, Prime Brokerage, Core Java, EJB, JSP, Spring Framework, JavaScript, Java
Education
Birla Institute of Technology
Bachelor's degree, Electrical and Electronics Engineering
Sashanth Gaddipati's Merrill Lynch Experience April 2011 - January 2014
Job Vice President, Bank Of America Merrill Lynch
Industry Financial Services
Experience
Bank of America January 2014 - Present
Merrill Lynch April 2011 - January 2014
Bank Of America Merrill Lynch January 2009 - March 2011
Ernst & Young January 2008 - December 2008
State Street March 2007 - December 2007
Ameriprise Financial November 2006 - February 2007
Travelers Insurance January 2006 - October 2006
KMart August 2005 - December 2005
Skills
.NET, Integration, SQL, SDLC, Management, Requirements Gathering, Business Analysis, Oracle, Web Applications, Requirements Analysis, Business Intelligence, Software Project..., Data Warehousing, Business Process
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Birla Institute of Technology and Science, Pilani 2000 — 2005
Engineering, CHEMICAL
Bank of America January 2014 - Present
Merrill Lynch April 2011 - January 2014
Bank Of America Merrill Lynch January 2009 - March 2011
Ernst & Young January 2008 - December 2008
State Street March 2007 - December 2007
Ameriprise Financial November 2006 - February 2007
Travelers Insurance January 2006 - October 2006
KMart August 2005 - December 2005
Skills
.NET, Integration, SQL, SDLC, Management, Requirements Gathering, Business Analysis, Oracle, Web Applications, Requirements Analysis, Business Intelligence, Software Project..., Data Warehousing, Business Process
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Birla Institute of Technology and Science, Pilani 2000 — 2005
Engineering, CHEMICAL
Joe Shin's Merrill Lynch Experience September 2006 - May 2008
Job Underwriter at Hyundai Marine & Fire Insurance
Industry Insurance
Experience
Hyundai Marine & Fire Insurance June 2010 - Present
Merrill Lynch September 2006 - May 2008
Skills
Underwriting, Negotiation, Leadership, Insurance, Claim, Financial Planning, Financial Modeling, Financial Risk, Financial Analysis, Risk Management, Reinsurance, Analysis, Training, Commercial Insurance, Liability, Property & Casualty..., Data Analysis, General Insurance, Financial Services, Process Improvement, Enterprise Risk..., Banking, Customer Service, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Portfolio Management, Budgets, Strategic Planning, Management
Education
Binghamton University 2002 — 2006
Bachelor of Science, Financial Economics, Mathematics
Hyundai Marine & Fire Insurance June 2010 - Present
Merrill Lynch September 2006 - May 2008
Skills
Underwriting, Negotiation, Leadership, Insurance, Claim, Financial Planning, Financial Modeling, Financial Risk, Financial Analysis, Risk Management, Reinsurance, Analysis, Training, Commercial Insurance, Liability, Property & Casualty..., Data Analysis, General Insurance, Financial Services, Process Improvement, Enterprise Risk..., Banking, Customer Service, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Portfolio Management, Budgets, Strategic Planning, Management
Education
Binghamton University 2002 — 2006
Bachelor of Science, Financial Economics, Mathematics
Jason Friedman's Merrill Lynch Experience January 2002 - May 2002
Job Operations at Field Street Capital Management, LLC
Industry Financial Services
Experience
Field Street Capital Management, LLC July 2014 - Present
Citigroup October 2008 - June 2014
Lehman Brothers November 2006 - October 2008
Lehman Brothers March 2004 - November 2006
Merrill Lynch January 2002 - May 2002
Skills
Fixed Income, Equities, Trading, Prime Brokerage, Hedge Funds, Series 7, Capital Markets, Series 63, Bonds, Derivatives, Trading Systems, Asset Management, Financial Markets, Portfolio Management, MBS, Treasury, Bloomberg, Finance, Investments, Corporate Actions, Middle Office, Management, Account Reconciliation, Cash Management, Settlement, Business Process...
Education
Pace University - Lubin School of Business 2005 — 2008
MBA, FINANCE
Binghamton University 1999 — 2003
B.S, Financial Economics
UNSW Australia
Bachelor of Science, Financial Economics
Field Street Capital Management, LLC July 2014 - Present
Citigroup October 2008 - June 2014
Lehman Brothers November 2006 - October 2008
Lehman Brothers March 2004 - November 2006
Merrill Lynch January 2002 - May 2002
Skills
Fixed Income, Equities, Trading, Prime Brokerage, Hedge Funds, Series 7, Capital Markets, Series 63, Bonds, Derivatives, Trading Systems, Asset Management, Financial Markets, Portfolio Management, MBS, Treasury, Bloomberg, Finance, Investments, Corporate Actions, Middle Office, Management, Account Reconciliation, Cash Management, Settlement, Business Process...
Education
Pace University - Lubin School of Business 2005 — 2008
MBA, FINANCE
Binghamton University 1999 — 2003
B.S, Financial Economics
UNSW Australia
Bachelor of Science, Financial Economics
ROBERT GOLDMAN's Merrill Lynch Experience December 2002 - September 2003
Job Operational Risk Specialist at Federal Reserve Bank of Boston
Industry Financial Services
Experience
Federal Reserve Bank of Boston September 2013 - Present
Federal Reserve Bank of Boston August 2012 - September 2013
Societe Generale June 2010 - August 2012
Morgan Stanley April 2009 - June 2010
Morgan Stanley October 2003 - April 2009
Merrill Lynch December 2002 - September 2003
Reuters venture April 2002 - October 2002
Lehman Brothers June 2000 - March 2002
Prudential Securities September 1999 - May 2000
Salomon Smith Barney February 1998 - February 1999
Skills
Operations Management, Risk Management, Operational Risk, FX Options, Fixed Income, Derivatives, Middle Office, Bloomberg, Trading, Options, Bonds, Foreign Exchange, Swaps, Series 7, Financial Markets, Series 63, Prime Brokerage, Financial Risk, Back Office, Capital Markets, Market Data, Operational Risk..., Market Risk, FX trading, Emerging Markets, Structured Products, Interest Rate..., Settlement, Trading Systems, SWIFT payments, Finance, Relationship Management, Currency, Financial Services, Valuation
Education
Suffolk University Law School 1997 — 1997
Binghamton University 1992 — 1996
Bachelor's degree, Economics
Federal Reserve Bank of Boston September 2013 - Present
Federal Reserve Bank of Boston August 2012 - September 2013
Societe Generale June 2010 - August 2012
Morgan Stanley April 2009 - June 2010
Morgan Stanley October 2003 - April 2009
Merrill Lynch December 2002 - September 2003
Reuters venture April 2002 - October 2002
Lehman Brothers June 2000 - March 2002
Prudential Securities September 1999 - May 2000
Salomon Smith Barney February 1998 - February 1999
Skills
Operations Management, Risk Management, Operational Risk, FX Options, Fixed Income, Derivatives, Middle Office, Bloomberg, Trading, Options, Bonds, Foreign Exchange, Swaps, Series 7, Financial Markets, Series 63, Prime Brokerage, Financial Risk, Back Office, Capital Markets, Market Data, Operational Risk..., Market Risk, FX trading, Emerging Markets, Structured Products, Interest Rate..., Settlement, Trading Systems, SWIFT payments, Finance, Relationship Management, Currency, Financial Services, Valuation
Education
Suffolk University Law School 1997 — 1997
Binghamton University 1992 — 1996
Bachelor's degree, Economics
Guangyi Li's Merrill Lynch Experience January 2010 - March 2010
Job Assistant Project Manager at Crosscity Construction Corp
Industry Hospitality
Experience
Morgan Stanley - Contract August 2013 - December 2013
Crosscity Construction Corp July 2011 - February 2013
Merrill Lynch January 2010 - March 2010
Education
Binghamton University 2010 — 2011
MBA, Finance
SUNY Geneseo 2006 — 2010
Bachelor, Business Administration
Morgan Stanley - Contract August 2013 - December 2013
Crosscity Construction Corp July 2011 - February 2013
Merrill Lynch January 2010 - March 2010
Education
Binghamton University 2010 — 2011
MBA, Finance
SUNY Geneseo 2006 — 2010
Bachelor, Business Administration
Rosa Campa Hearne, CIMA®,CRPC®'s Merrill Lynch Experience 1977 - Present
Job First Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1977 - Present
Education
University of Pennsylvania - The Wharton School 2003 — 2003
CIMA, Certified Investment Management Analyst
Binghamton University 1974 — 1977
BA, Medieval English History, Music
Merrill Lynch 1977 - Present
Education
University of Pennsylvania - The Wharton School 2003 — 2003
CIMA, Certified Investment Management Analyst
Binghamton University 1974 — 1977
BA, Medieval English History, Music
Samantha Mertzel's Merrill Lynch Experience November 2013 - June 2014
Job Prime Brokerage
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Merrill Lynch November 2013 - June 2014
Merrill Lynch May 2011 - November 2013
IBEX Construction September 2010 - May 2011
First Investors August 2009 - June 2010
Skills
PowerPoint, Prolog, Outlook, Microsoft Excel, Access, Data Analysis, Equities, Financial Analysis, Hedge Funds, Investments, Leadership
Education
Binghamton University 2007 — 2010
Bachelor of Science, Financial Economics
Goldman Sachs June 2014 - Present
Merrill Lynch November 2013 - June 2014
Merrill Lynch May 2011 - November 2013
IBEX Construction September 2010 - May 2011
First Investors August 2009 - June 2010
Skills
PowerPoint, Prolog, Outlook, Microsoft Excel, Access, Data Analysis, Equities, Financial Analysis, Hedge Funds, Investments, Leadership
Education
Binghamton University 2007 — 2010
Bachelor of Science, Financial Economics
Joshua Goldshlager's Merrill Lynch Experience February 2007 - November 2008
Job Financial Sales Professional
Industry Financial Services
Experience
Financial Industry Regulatory Authority May 2014 - Present
Financial Industry Regulatory Authority January 2014 - May 2014
Allstate Financial Services, LLC 2010 - 2012
Chase Investment Services November 2008 - February 2010
Merrill Lynch February 2007 - November 2008
Morgan Stanley Dean Witter 2004 - 2007
Skills
Investments, Finance, Strategic Financial...
Education
Binghamton University 1998 — 2002
BA, Philosophy
Benjamin N. Cardozo School of Law, Yeshiva University
Financial Industry Regulatory Authority May 2014 - Present
Financial Industry Regulatory Authority January 2014 - May 2014
Allstate Financial Services, LLC 2010 - 2012
Chase Investment Services November 2008 - February 2010
Merrill Lynch February 2007 - November 2008
Morgan Stanley Dean Witter 2004 - 2007
Skills
Investments, Finance, Strategic Financial...
Education
Binghamton University 1998 — 2002
BA, Philosophy
Benjamin N. Cardozo School of Law, Yeshiva University
Teddy Stalbow's Merrill Lynch Experience June 2009 - August 2009
Job Deloitte Tax LLP at Deloitte
Industry Accounting
Experience
Deloitte Tax LLP October 2013 - Present
Deloitte Tax LLP June 2012 - August 2012
BDO USA, LLP June 2011 - July 2011
World Zionist Organization March 2010 - May 2011
Stuart Portfolio Consultants May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Excel, Research, Internal Controls, Investments, PowerPoint, Public Speaking, Real Estate Partnership...
Education
State University of New York at Binghamton 2008 — 2012
BS/MS, Accounting
Westchester Hebrew High School 2004 — 2007
High School Diploma
Deloitte Tax LLP October 2013 - Present
Deloitte Tax LLP June 2012 - August 2012
BDO USA, LLP June 2011 - July 2011
World Zionist Organization March 2010 - May 2011
Stuart Portfolio Consultants May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Excel, Research, Internal Controls, Investments, PowerPoint, Public Speaking, Real Estate Partnership...
Education
State University of New York at Binghamton 2008 — 2012
BS/MS, Accounting
Westchester Hebrew High School 2004 — 2007
High School Diploma
Bala Raghupathi's Merrill Lynch Experience May 2011 - Present
Job Asst. Vice President at BankofAmerica Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch May 2011 - Present
Thomson Reuters June 2007 - April 2011
Accel Technologies Ltd. 2000 - 2001
Education
Birla Institute of Technology and Science, Pilani 2003 — 2005
MS, Software Systems
The Institution of Engineers (India)
AMIE, Computer Science and Engineering
SIT 1993 — 1996
DCT, Computer Technology
Merrill Lynch May 2011 - Present
Thomson Reuters June 2007 - April 2011
Accel Technologies Ltd. 2000 - 2001
Education
Birla Institute of Technology and Science, Pilani 2003 — 2005
MS, Software Systems
The Institution of Engineers (India)
AMIE, Computer Science and Engineering
SIT 1993 — 1996
DCT, Computer Technology
Lisa Shackman's Merrill Lynch Experience March 2000 - October 2006
Job Director, Consolidations at AMC Networks
Industry Entertainment
Experience
AMC Networks December 2011 - Present
Arrow Electronics May 2011 - December 2011
Nu Horizons Electronics, an Arrow Electronics company October 2006 - August 2011
Merrill Lynch March 2000 - October 2006
Arthur Andersen LLP July 1997 - February 2000
Skills
Sarbanes-Oxley Act, Financial Reporting, Forecasting, Financial Analysis, Accounting, Internal Controls, Auditing, US GAAP, Consolidation, Finance, GAAP, SEC filings, Strategic Planning, Variance Analysis
Education
Binghamton University 1989 — 1993
BS, Accounting
AMC Networks December 2011 - Present
Arrow Electronics May 2011 - December 2011
Nu Horizons Electronics, an Arrow Electronics company October 2006 - August 2011
Merrill Lynch March 2000 - October 2006
Arthur Andersen LLP July 1997 - February 2000
Skills
Sarbanes-Oxley Act, Financial Reporting, Forecasting, Financial Analysis, Accounting, Internal Controls, Auditing, US GAAP, Consolidation, Finance, GAAP, SEC filings, Strategic Planning, Variance Analysis
Education
Binghamton University 1989 — 1993
BS, Accounting
Scott Heitlinger, CFA's Merrill Lynch Experience April 2005 - April 2008
Job Portfolio Manager at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2011 - Present
Credit Suisse April 2008 - December 2010
Merrill Lynch April 2005 - April 2008
Education
Binghamton University - School of Management 1997 — 2001
BS, Management
Credit Suisse January 2011 - Present
Credit Suisse April 2008 - December 2010
Merrill Lynch April 2005 - April 2008
Education
Binghamton University - School of Management 1997 — 2001
BS, Management
Joseph Monahan's Merrill Lynch Experience May 2012 - August 2012
Job Credit Risk Reporting, Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays May 2015 - Present
Barclays December 2013 - Present
Tannor Capital Management LLC June 2013 - November 2013
Merrill Lynch May 2012 - August 2012
Raymond James Financial Inc. January 2012 - May 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Customer Service, Business Strategy, Risk Management, Valuation, Investments, Due Diligence, Capital Markets, Portfolio Management, Equities, Hedge Funds, Asset Management, Private Equity
Education
Binghamton University - School of Management
Bachelor of Science, SOM - Management, Finance, MIS
Barclays May 2015 - Present
Barclays December 2013 - Present
Tannor Capital Management LLC June 2013 - November 2013
Merrill Lynch May 2012 - August 2012
Raymond James Financial Inc. January 2012 - May 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Customer Service, Business Strategy, Risk Management, Valuation, Investments, Due Diligence, Capital Markets, Portfolio Management, Equities, Hedge Funds, Asset Management, Private Equity
Education
Binghamton University - School of Management
Bachelor of Science, SOM - Management, Finance, MIS
Jacob Katsenko's Merrill Lynch Experience July 2013 - Present
Job Director at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2013 - Present
Goldman Sachs November 2011 - July 2013
J.P. Morgan November 2008 - October 2011
Bear, Stearns & Co. Inc. September 2005 - October 2008
Skills
Futures, Derivatives, Negotiation, Drafting Agreements, Trading, Electronic Trading, Due Diligence, Commodity, Fixed Income, Prime Brokerage, Equity Derivatives, Trading Systems, Capital Markets, Equities, Investment Banking, Options, Securities
Education
St. John's University School of Law 2003 — 2006
Juris Doctor, Law
SUNY Binghamton 1999 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Merrill Lynch July 2013 - Present
Goldman Sachs November 2011 - July 2013
J.P. Morgan November 2008 - October 2011
Bear, Stearns & Co. Inc. September 2005 - October 2008
Skills
Futures, Derivatives, Negotiation, Drafting Agreements, Trading, Electronic Trading, Due Diligence, Commodity, Fixed Income, Prime Brokerage, Equity Derivatives, Trading Systems, Capital Markets, Equities, Investment Banking, Options, Securities
Education
St. John's University School of Law 2003 — 2006
Juris Doctor, Law
SUNY Binghamton 1999 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank