Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Keith Knutzen Keith Knutzen Greater New York City Area Details
Keith Knutzen's Merrill Lynch Experience June 2010 - August 2010
Job Account Manager, North America at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters  December 2014 - Present
AvePoint Public Sector  May 2014 - November 2014
Oracle  July 2013 - April 2014
ADP  October 2012 - January 2013
Johnson & Johnson  January 2012 - June 2012
Rust-Oleum  September 2010 - May 2011
Merrill Lynch   June 2010 - August 2010

Skills
Sales, Strategy, Marketing, Marketing Strategy, Business Development, Management, Social Media, Competitive Analysis, New Business Development, Leadership, Microsoft Office, Sales Presentations, Social Media Marketing, Market Research, Marketing Communications, Financial Analysis, SAP, Salesforce.com, Healthcare Consulting, Enterprise Solution..., Solution Selling, Contract Negotiation, Account Management, Deal Closure

Education
The College of New Jersey   2009 — 2013
Bachelor of Science, Marketing

Phoebe del Castillo Phoebe del Castillo Jersey City, New Jersey Details
Phoebe del Castillo's Merrill Lynch Experience 2006 - 2010
Job Product Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  January 2013 - Present
Bank of America Merrill Lynch  November 2010 - January 2013
Merrill Lynch   2006 - 2010
Merrill Lynch   2005 - 2006
Merrill Lynch   2004 - 2005

Skills
Problem Solving, Product development and..., Investments, Series 7, Series 24, Series 63, Series 65, Solution Implementation, Financial Planning, Equities, Strategy, Fixed Income, Financial Analysis, Strategic Financial...

Education
NYU Stern School of Business   2002 — 2004
Master of Business Administration (MBA), Finance, General

The College of New Jersey   1995 — 1999
Bachelor of Science (BS), International Business

David Broadwell David Broadwell Houston, Texas Details
David Broadwell's Merrill Lynch Experience August 2007 - December 2007
Job Investment Specialist, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management   April 2015 - Present
J.P. Morgan Asset Management   April 2015 - Present
Wells Fargo Advisors  November 2014 - April 2015
The Ayco Company, L.P., Goldman Sachs   April 2011 - May 2014
Key Bank  July 2009 - April 2011
TD Bank  April 2009 - August 2009
Strategies for Wealth  April 2008 - August 2008
Merrill Lynch   August 2007 - December 2007

Skills
Investments, Strategic Financial..., Portfolio Management, Wealth Management, Finance, Asset Allocation, Financial Analysis, Retirement Planning, Insurance, Life Insurance, Financial Risk, Cash Flow, Wealth, Mutual Funds, Investment Strategies, Equities, Fixed Income, Wealth Transfer...

Education
The College of Saint Rose   2009 — 2011
MBA, Business Administration, 3.93

The College of Saint Rose   2005 — 2009
Bachelors of Science, Business Administration

Kristy Lilly Kristy Lilly Greater Philadelphia Area Details
Kristy Lilly's Merrill Lynch Experience January 2014 - March 2014
Job HRIS Analyst at Sallie Mae
Industry Financial Services
Experience
Sallie Mae  January 2015 - Present
Sallie Mae  February 2014 - January 2015
Merrill Lynch   January 2014 - March 2014
Sallie Mae  September 2012 - January 2014
Sallie Mae  March 2011 - September 2012
Sallie Mae  March 2010 - March 2011

Skills
Microsoft Excel, Employee Relations, PeopleSoft, Onboarding, Outlook, Employee Benefits, Human Resources, Call Centers, Performance Management, Benefits Administration, Applicant Tracking..., HRIS, Interviews, Talent Acquisition, Employee Engagement, Process Improvement, Customer Service, FMLA, Microsoft Word, PowerPoint, Employee Training, Personnel Management, Teamwork, Recruiting

Education
The College of New Jersey   2007 — 2010
Bachelor's degree, Sociology

Margo Wheeler Margo Wheeler Yuba City, California Area Details
Margo Wheeler's Merrill Lynch Experience June 2006 - June 2011
Job Director of Marketing at Wheeler Chevrolet Cadillac Mazda
Industry Automotive
Experience
Wheeler Chevrolet Cadillac Mazda   July 2013 - Present
Volkswagen of America, Inc  June 2012 - August 2012
Merrill Lynch   June 2006 - June 2011

Skills
Data Analysis, Financial Analysis, Economics, Leadership, Market Research, Strategic Planning, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Valuation, Research, Microsoft Word, Public Speaking, Finance, Minitab, People Skills, People-oriented

Education
The College of William and Mary - The Mason School of Business   2011 — 2013
Master of Business Administration (MBA), Marketing and Finance

University of Oregon   2002 — 2006
BS, Economics

Joseph Assini, CMA Joseph Assini, CMA Matawan, New Jersey Details
Joseph Assini, CMA's Merrill Lynch Experience June 2010 - August 2010
Job Senior Treasury Analyst at Warburg Pincus LLC
Industry Financial Services
Experience
Warburg Pincus LLC  December 2014 - Present
Warburg Pincus LLC  December 2014 - Present
Warburg Pincus LLC  June 2014 - December 2014
Johnson & Johnson  June 2013 - June 2014
Johnson & Johnson  June 2012 - May 2013
Johnson & Johnson  January 2011 - August 2011
Merrill Lynch   June 2010 - August 2010

Skills
CMA, Bloomberg Terminal, Account Reconciliation, Analytics, Treasury Services, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Automation, Compliance, Kaizen, Rebates, Forecasting, Budget Monitoring, Financial Modeling, Cash Management

Education
The College of New Jersey   2008 — 2012
Bachelor's Degree, Finance, General

CFA Institute - 2016 Level II in the CFA Program

Steven Molino Steven Molino Madison, New Jersey Details
Steven Molino's Merrill Lynch Experience September 2011 - March 2012
Job Alternative Investments Analyst at MetLife Investments
Industry Financial Services
Experience
MetLife Investments  January 2015 - Present
MetLife Investments  July 2013 - December 2014
BNP Paribas  July 2012 - July 2013
Merrill Lynch   September 2011 - March 2012
Elliott Management Corp.   June 2011 - August 2011
IceStone LLC  June 2010 - August 2010

Skills
Finance, Strategy, Corporate Finance, Management, Securities, Wealth Management, Market Analysis, Derivatives, Swaps, Fitness Training, Financial Services, Investment Banking, Public Speaking, Microsoft Excel, Financial Analysis, Investments, Microsoft Office, Analysis

Education
The College of New Jersey   2008 — 2012
Bachelors, Finance, Magna Cum Laude

Patrick Sunday Patrick Sunday Greater New York City Area Details
Patrick Sunday's Merrill Lynch Experience July 2015 - Present
Job Financial Services Professional and Recent College Graduate
Industry Financial Services
Experience
Merrill Lynch   July 2015 - Present
The College of Saint Rose  January 2014 - May 2015
The College of Saint Rose  August 2013 - May 2015
Interstate + Lakeland Lumber Corp  May 2014 - August 2014

Skills
Sales, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Social Media, Teamwork, Research, Time Management, Leadership, Facebook

Education
The College of Saint Rose   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Michael Babinski Michael Babinski Greater New York City Area Details
Michael Babinski's Merrill Lynch Experience June 2015 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   June 2015 - Present
Douglas Elliman Real Estate  September 2014 - June 2015
AXA Advisors  July 2014 - September 2014
Famous Footwear  July 2008 - July 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking

Education
The College of New Jersey   2009 — 2014
Bachelor of Science (BS), Finance

Tony Piscopo Tony Piscopo Greater New York City Area Details
Tony Piscopo's Merrill Lynch Experience April 2005 - May 2006
Job Technical Account Manager at Druva
Industry Computer Software
Experience
Druva  March 2014 - Present
Pfizer  December 2006 - March 2014
Merrill Lynch   April 2005 - May 2006
sanofi-aventis  March 2000 - March 2005

Skills
Windows Server, Iron Mountain PC Backup, Global Application..., Druva, SLM, Enterprise Desktop..., Project Management, SharePoint, Troubleshooting, PC, Software Documentation, ITIL, Vendor Management, Disaster Recovery, 21 CFR Part 11, Cloud Computing, Cross-functional Team..., Validation, Visio, Enterprise Software, IT Strategy, Quality Assurance, SaaS, Management, Change Control

Education
The College of New Jersey   1994 — 1998
Criminal Justice

Michael L. Gaeta Michael L. Gaeta Greater New York City Area Details
Michael L. Gaeta's Merrill Lynch Experience February 2013 - Present
Job VP, Wealth Management Banker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2013 - Present
HSBC Bank, USA  June 2008 - January 2012
One Source Realty, LLC   November 2005 - 2012
Wells Fargo National Bank (Formerly Wachovia)   January 2004 - July 2006
Wells Fargo National Bank (Formerly Wachovia)   February 2002 - January 2004

Skills
Investment Advisory, Credit Analysis, Relationship Management, Life Insurance, Sales Management, Wealth Management, Banking

Education
The College of New Jersey   1997 — 2001
Bachelor's degree, Finance and Economics

Kerry Senna Kerry Senna Greater Atlanta Area Details
Kerry Senna's Merrill Lynch Experience October 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2011 - Present
Proprietary Trading Firm  2000 - 2011

Skills
Investments, Wealth Management, Retirement Planning, Insurance, Financial Analysis, Series 7

Education
The College of New Jersey   1998 — 2000
BS, Finance

Kimberly Albarella, CIA, CRMA, CCSA Kimberly Albarella, CIA, CRMA, CCSA Roseland, New Jersey Details
Kimberly Albarella, CIA, CRMA, CCSA's Merrill Lynch Experience 2000 - 2003
Job Director Global Operations and Compliance Audit at ADP
Industry Information Services
Experience
ADP  January 2014 - Present
ADP  June 2012 - January 2014
ADP  February 2011 - June 2012
Morgan Stanley  December 2009 - February 2011
Morgan Stanley  April 2005 - December 2009
Ernst & Young  September 2003 - April 2005
Merrill Lynch   2000 - 2003

Skills
Internal Audit, ADP, Operational Risk, Risk Management, Process Auditing, Certified Internal..., Audit Committee, Risk Advisory, Segregation of Duties, Compliance Audits, Operational Risk..., Risk Assessment, Fraud Investigations, Internal Controls, Enterprise Risk..., FCPA, SOX, Fraud, Big 4, Audit, Compliance Management, Special Projects, Risk Analysis, Auditing, AML, Financial Control, Action Plans, Investment Banking, Corporate Treasury, Treasury Functions, Treasury, Liquidity Management, Liquidity Risk, Funding, Strategy, Sarbanes-Oxley, Treasury Management, @Risk, Financial Audits, Securities, Equities, IT Audit, Financial Risk, Sarbanes-Oxley Act, Quality Auditing, ADP Payroll, Management, Process Improvement

Education
The College of New Jersey   1999 — 2003
BS, Finance

Shari Goldfarb Shari Goldfarb Greater New York City Area Details
Shari Goldfarb's Merrill Lynch Experience 1984 - 2003
Job Director Benefits, HR
Industry Human Resources
Experience
Deutsche Bank  May 2003 - Present
Merrill Lynch   1984 - 2003

Education
The College of New Jersey   1980 — 1984

Roger Lopez, CAIA® CRPC® Roger Lopez, CAIA® CRPC® Greater Philadelphia Area Details
Roger Lopez, CAIA® CRPC®'s Merrill Lynch Experience January 2009 - December 2009
Job Retirement Consultant at Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group  March 2013 - Present
Great-West Life and Annuity Insurance Company  2010 - March 2013
Merrill Lynch   January 2009 - December 2009
BlackRock  January 2007 - December 2008

Skills
Mutual Funds, Series 7, Series 66, Bonds, 401k, Stocks, Alternative Investments, ETFs, Investments, Commodities, Equities, IRA's, Fixed Income, Defined Benefit, Fund Of Funds, Asset Management, Retirement, Private Equity, Defined Contribution, 457 Plans, 403 b, Qualified Retirement..., Phone Skills, Sales Presentations, Business Development, Asset Managment, Uniform Combined State..., Retirement Planning, Strategic Financial..., IRAs, Financial Services, Insurance, Annuity Sales, Asset Allocation, Series 63, Financial Advisory, Investment Strategies

Education
The College of New Jersey   2002 — 2005
BS, Economics

Sharon Robertson-Delaney Sharon Robertson-Delaney Greater New York City Area Details
Sharon Robertson-Delaney's Merrill Lynch Experience 1992 - 1997
Job Freelance Writer
Industry Writing and Editing
Experience
At home  May 2008 - Present
EAM Communications   May 1997 - May 2008
Merrill Lynch   1992 - 1997

Skills
Creative Writing, Publishing, Copy Editing, Investments, Religion, Web Content, Copywriting, Editing, Speech Writing, Newsletters, Blogging, Publications

Education
The College of New Jersey   1987 — 1992
BA, English Literature, Emphasis in Professional Writing

Kyle Holland Kyle Holland Greater New York City Area Details
Kyle Holland's Merrill Lynch Experience December 2014 - Present
Job Global Wealth & Investment Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2014 - Present
The College of New Jersey  May 2014 - May 2015
Therapeutic Outreach, Inc.   July 2014 - September 2014

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Teamwork, Research, Accounting, Public Speaking, English, Data Analysis, Analysis, Social Media, Team Leadership, Access

Education
The College of New Jersey   2013 — 2017
Finance, General

Pompton Lakes High School   2009 — 2013

Matthew Monaco Matthew Monaco Weehawken, New Jersey Details
Matthew Monaco's Merrill Lynch Experience March 2011 - Present
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  March 2014 - Present
Merrill Lynch   March 2011 - Present
MetLife  April 2007 - May 2011
The Ayco Company, L.P.   May 2006 - April 2007

Skills
Estate Planning, Insurance, Series 7, Finance, Wealth Management...

Education
University of Massachusetts, Amherst   2011 — 2013
MBA

The American College   2012 — 2012
CLU

University of Georgia - Terry College of Business   2008 — 2010
CFP

The College of New Jersey   2002 — 2006
Bachelors of Science, Finance

Oxford University   2004 — 2005
Marketing

Jonathan Brendese Jonathan Brendese Schenectady, New York Details
Jonathan Brendese's Merrill Lynch Experience June 2008 - June 2009
Job Speech Language Pathologist at Sunnyview Rehabilitation Hospital
Industry Hospital & Health Care
Experience
Sunnyview Rehabilitation Hospital  July 2013 - Present
Indian River Rehabilitation and Skilled Nursing Facility   July 2012 - July 2013
Sunnyview Rehabilitation Hospital  March 2012 - May 2012
Saratoga Hospital and Regional Therapy Center of Saratoga Hospital   January 2012 - March 2012
Mechanicville Elementary School   September 2011 - December 2011
Saint Peter's Health Care Services   July 2011 - September 2011
The Pauline K. Winker Speech-Language Hearing Center   January 2011 - May 2011
The Pauline K. Winker Speech-Language Hearing Center   September 2010 - December 2010
Merrill Lynch   June 2008 - June 2009
Hilti  May 1998 - July 2008

Skills
Pediatrics, Treatment, Adolescents, Psychology, Speech, Language Disorders, Dysphagia, Early Intervention, Higher Education, Interventions, Statistics, Therapists, Dysarthria, Aphasia, Cognition, Traumatic Brain Injury, Apraxia, Communication Disorders, Voice Disorders, Public Speaking, Hospitals, Teaching, AAC, Healthcare

Education
The College of Saint Rose   2009 — 2012
Master of Science (MS), Communication Sciences and Disorders

SUNY Albany   2004 — 2007
BS, Psychology

SUNY Albany   1999 — 2004
BA, Communications

Sam Kinney Sam Kinney Greater New York City Area Details
Sam Kinney's Merrill Lynch Experience 1987 - 1989
Job SVP Client Advocate at Willis Group US
Industry Insurance
Experience
Willis  1993 - Present
Merrill Lynch   1987 - 1989

Skills
Property & Casualty..., Commercial Insurance, Insurance, Underwriting, Program Management, D&O, Brokers, Liability, Professional Liability, Casualty, Employment Practices..., Legal Liability, Captives, General Insurance

Education
The College of Wooster   1974 — 1978
Bachelor of Arts (BA)

American Institute for Chartered Property Casualty Underwriters
Associate in Risk Management (ARM)

Julian Andres Gomez Julian Andres Gomez Miami, Florida Details
Julian Andres Gomez's Merrill Lynch Experience June 2004 - June 2006
Job Business Development Manager Americas
Industry Financial Services
Experience
Franklin Templeton Investments  July 2011 - Present
BlackRock  July 2009 - July 2011
BlackRock  August 2006 - July 2009
Merrill Lynch   June 2004 - June 2006

Skills
Mutual Funds, Asset Allocation, Fixed Income, Asset Management, Business Development, Investments, Series 7, Alternative Investments

Education
The College of New Jersey   2002 — 2006
Finance

Sheri Smith Sheri Smith Greater New York City Area Details
Sheri Smith's Merrill Lynch Experience 1999 - 2002
Job Director, Global Trade Compliance at Merck
Industry Pharmaceuticals
Experience
Merck  2015 - Present
Merck  2010 - 2015
Schering Plough  2002 - 2010
Merrill Lynch   1999 - 2002
Merrill Lynch   1996 - 1999
Merrill Lynch   1992 - 1996

Skills
PowerPoint, Access, Hyperion, Business Objects, Excel, Acquisition Integration, Financial Analysis, Financial Reporting, Financial Modeling, Business Process..., Business Strategy, Business Analysis, Pharmaceutical Industry, Strategic Planning, Strategic Thinking, Forecasting, Mergers, Mutual Funds, Budget, Business Planning, Cross-functional..., Asset Managment, Bookkeeping, General Ledger, Lifesciences, Leadership, User Acceptance Testing, Hyperion Enterprise, Budgets, Cross-functional Team..., Process Improvement, Mergers & Acquisitions, Change Management, Managerial Finance, Strategic Financial..., Due Diligence, Finance, Variance Analysis, Competitive Analysis, Microsoft Excel

Education
The College of New Jersey   1988 — 1992
Bachelor of Science, Accounting

Shannon Tallon Shannon Tallon Greater New York City Area Details
Shannon Tallon's Merrill Lynch Experience 1995 - 1997
Job at Self Employed
Industry Writing and Editing
Experience
Self Employed  April 2007 - Present
UBS  2005 - 2007
UBS  1997 - 2005
Merrill Lynch   1995 - 1997

Skills
Newsletters, Content Management, Marketing Communications, Internal Communications, Editing, Editorial, Corporate Communications, Strategic Communications, Media Relations, Copywriting

Education
The College of New Jersey   1991 — 1995
BA, English

Katherine Rochelle Katherine Rochelle Milford, New Jersey Details
Katherine Rochelle's Merrill Lynch Experience February 2014 - Present
Job Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   February 2014 - Present
Patriots Crossing   October 2013 - May 2014
Beaver Brook Country Club  May 2012 - May 2014
The College of New Jersey  March 2011 - May 2014
Sonic Drive-In  June 2011 - August 2011
Applebee's  June 2010 - August 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Facebook, Time Management, Team Leadership, Social Networking, Leadership, Team Building, Cashiering, Customer Satisfaction, Editing, Access, Finance, Sales, Management, Investments, Marketing, Outlook, Research

Education
The College of New Jersey   2010 — 2014
Bachelor's degree, Finance, General

Jamie Levin Jamie Levin Hopatcong, New Jersey Details
Jamie Levin's Merrill Lynch Experience September 2015 - Present
Job Marketing Intern at Merrill Lynch
Industry Entertainment
Experience
Merrill Lynch   September 2015 - Present
Lambda Pi Eta  May 2015 - Present
Zeta Tau Alpha Sorority  November 2014 - Present
Cumulus Media  May 2015 - August 2015
The AroundCampus Group  May 2014 - August 2014

Education
The College of New Jersey   2012 — 2016
Seeking Bachelors, Marketing and Communications, Senior

Jim Milliken Jim Milliken Greater Minneapolis-St. Paul Area Details
Jim Milliken's Merrill Lynch Experience January 2012 - May 2012
Job Senior Accountant at Roers Investments
Industry Accounting
Experience
Roers Investments   July 2015 - Present
CBRE  June 2014 - July 2015
Preferred  May 2013 - September 2013
North Shore Bank of Commerce  May 2012 - October 2012
Merrill Lynch   January 2012 - May 2012

Skills
Finance, Microsoft Excel, Accounting, Financial Analysis, Financial Reporting, Customer Service, QuickBooks, Time Management, Public Speaking, Economics, Equity Research, Portfolio Management, Microsoft Office..., Cash Flow, Syteline ERP, Microsoft Access, MRI Software, Yardi Voyager, Appfolio Software

Education
The College of St. Scholastica   2010 — 2014
Bachelor of Science (B.S.), Double Major in Accounting & Finance.

Stillwater Area High School   2007 — 2010
Diploma

Susan Ackley Susan Ackley Greater New York City Area Details
Susan Ackley's Merrill Lynch Experience April 2005 - January 2009
Job VP, Senior Business Support Manager at Bank of America
Industry Financial Services
Experience
Bank of America  April 2014 - Present
Bank of America  January 2009 - March 2014
Merrill Lynch   April 2005 - January 2009
Merrill Lynch   May 2003 - April 2005
Merrill Lynch   April 2002 - May 2003

Education
The College of New Jersey   1994 — 1998
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Kevin Condy Kevin Condy Greater New York City Area Details
Kevin Condy's Merrill Lynch Experience May 2010 - September 2010
Job Research Analyst at Dahab Associates, Inc.
Industry Financial Services
Experience
Dahab Associates, Inc.   September 2015 - Present
Dahab Associates, Inc.   March 2014 - Present
Munich Reinsurance America, Inc.   June 2012 - March 2014
The College of New Jersey  March 2010 - May 2012
Johnson & Johnson  June 2011 - January 2012
Merrill Lynch   May 2010 - September 2010

Skills
Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Financial Analysis, Accounting, Social Media, SAP, Access, Outlook, Data Analysis, Leadership, Event Planning, Staff Development, Finance, Financial Reporting, Social Networking, UPS Shipping, Visual Basic

Education
The College of New Jersey   2008 — 2012
Bachelor of Science (BS), Finance, General

Wellington C. Mepham High School   2004 — 2008
Advanced Regents Diploma

Timothy Jacoutot Timothy Jacoutot Greater New York City Area Details
Timothy Jacoutot's Merrill Lynch Experience May 2002 - March 2007
Job Director Private Investors at BlackRock
Industry Financial Services
Experience
BlackRock  April 2007 - Present
Merrill Lynch   May 2002 - March 2007
Merrill Lynch   May 2002 - October 2006
Merrill Lynch Investment Managers  April 2000 - May 2002
Merrill Lynch   March 1998 - April 2000
Merrill Lynch   March 1998 - April 2000
International Emerging Markets   February 1994 - March 1998
Merrill Lynch   April 1992 - February 1994
Merrill Lynch   July 1989 - April 1992

Skills
Fixed Income, Series 7, Business Analysis, Equities, Testing, Trading, Risk Management, Portfolio Management, Bloomberg, Training, Financial Services, Management, Securities, Mutual Funds, Strategy, SDLC, Vendor Management, Trading Systems, Middle Office, Finance

Education
The College of New Jersey   1985 — 1989
BA, Political Science

The College of New Jersey   1985 — 1989
BA, Public Administration

Derek Marshall Derek Marshall Jacksonville, Florida Details
Derek Marshall's Merrill Lynch Experience June 2014 - October 2014
Job Analyst in Global Technology and Operations Divison
Industry Investment Banking
Experience
Deutsche Bank  July 2015 - Present
Worldwide Express  November 2014 - July 2015
Merrill Lynch   June 2014 - October 2014
Fossil Group, Inc.   December 2013 - May 2014
Abercrombie & Fitch  August 2013 - December 2013
Normal cornbelters  February 2013 - May 2013
Salmon River Central School  September 2011 - April 2013
Fort Worth Cats Baseball Club  February 2012 - September 2012
Mo's Pub and Grill   October 2011 - January 2012
Mos Pub and Grill   2011 - 2012

Skills
Cold Calling, Customer Service, Direct Sales, Event Planning, Excel, Marketing, Sports Marketing, Public Speaking, Sports Management, Sales, Sports, Time Management, Social Networking, PowerPoint, Fundraising, Strategic Planning, Microsoft Word, Outlook, Recruiting, Teamwork, Inventory Management, Coaching, Operations Management, Baseball, Leadership, Microsoft Excel

Education
The College of Saint Rose   2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General

The College of Saint Rose
Bachelor of Science, Business Administration and Management, General

Sheenal Parikh Sheenal Parikh Belmar, New Jersey Details
Sheenal Parikh's Merrill Lynch Experience July 2010 - August 2010
Job Investment Operations Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  September 2015 - Present
Johnson & Johnson  June 2014 - January 2015
JPMorgan Chase  August 2013 - April 2014
Northwestern Mutual  June 2013 - August 2013
Merrill Lynch   July 2010 - August 2010

Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Facebook, Analysis, Time Management

Education
The College of New Jersey   2011 — 2015
Bachelor of Science (B.S.), Finance

Robert Seither Robert Seither Riverton, New Jersey Details
Robert Seither's Merrill Lynch Experience June 2013 - Present
Job IT Quality Assurance Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2013 - Present

Skills
Business Analysis, Process Improvement, Requirements Analysis, SQL, Analysis, Agile Methodologies, Testing, Software Project..., Integration

Education
The College of New Jersey   2009 — 2013
Bachelor's Degree, Mechanical Engineering

Katelyn Klinck Katelyn Klinck Greater New York City Area Details
Katelyn Klinck's Merrill Lynch Experience 2012 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2012 - Present
Merrill Lynch   2012 - Present
The College of New Jersey  January 2009 - May 2012

Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Social Media

Education
The College of New Jersey   2009 — 2013
Bachelor of Science (BS), Economics

The College of New Jersey   2009 — 2012
Bachelor's of Science, Economics

Maggie Mayer Maggie Mayer Greater New York City Area Details
Maggie Mayer's Merrill Lynch Experience August 2011 - July 2012
Job Project Associate at Jack Morton Worldwide
Industry Marketing and Advertising
Experience
Jack Morton Worldwide  April 2015 - Present
Jack Morton Worldwide  February 2014 - Present
Jack Morton Worldwide  July 2012 - February 2014
Merrill Lynch   August 2011 - July 2012

Skills
Event Management, Event Planning, Microsoft Office, Marketing Communications, Microsoft Excel, Customer Service, Marketing, Budgets, Microsoft Word, Management, Sales, Team Leadership, Leadership, Project Management, Social Networking, Public Speaking, Integrated Marketing, Research

Education
The College of New Jersey

Joseph Krok, MBA Joseph Krok, MBA Houston, Texas Details
Joseph Krok, MBA's Merrill Lynch Experience May 2012 - July 2012
Job Accountant, Intercompany, NA Financial Reporting at SAI
Industry Financial Services
Experience
SABIC  November 2013 - Present
SABIC  June 2013 - January 2014
Morgan Stanley  January 2013 - April 2013
SABIC  June 2012 - August 2012
Merrill Lynch   May 2012 - July 2012
SABIC Innovative Plastics  May 2011 - September 2011
YMCA  May 2010 - August 2010
Berkshire Hills Country Club   July 2006 - August 2009

Skills
Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Customer Service, Public Speaking, Research, Time Management, Teamwork, Leadership, SAP, Management

Education
The College of Saint Rose   2009 — 2013
Bachelor, Business Administration; Finance

Wahconah Regional High School   2006 — 2009
Diploma, College Prep

Saher Akber Saher Akber Trenton, New Jersey Details
Saher Akber's Merrill Lynch Experience September 2006 - August 2010
Job Agency Owner at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance  January 2015 - Present
TD  January 2013 - December 2014
Merrill Lynch   September 2006 - August 2010

Skills
Financial Analysis, Financial Reporting, Financial Modeling, Investment Banking, Account Management, Risk Management, Accounting, Financial Services

Education
The College of New Jersey   2004 — 2006
BSC, Business Administration and Management, General, 3.4

Jason Woolsey Jason Woolsey Greater New York City Area Details
Jason Woolsey's Merrill Lynch Experience May 2008 - August 2008
Job Project Manager Equity Capital Markets at Ipreo
Industry Financial Services
Experience
Ipreo  July 2015 - Present
Ipreo  July 2014 - Present
Ipreo  January 2011 - July 2014
Ipreo  November 2009 - January 2011
Bullrun Financial Inc.   November 2006 - December 2008
Merrill Lynch   May 2008 - August 2008

Skills
Analysis, Portfolio Management, Data Analysis, Finance, Quality Assurance, Business Analysis, Banking, SDLC, Financial Analysis, Investments

Education
The College of New Jersey   2005 — 2009
Bachelor's Degree, Finance with a Minor in Economics

Joseph Knight Joseph Knight Greater New York City Area Details
Joseph Knight's Merrill Lynch Experience August 2009 - December 2009
Job Associate, Global Real Assets, JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  May 2011 - Present
The College of New Jersey  March 2008 - May 2011
J.P. Morgan   June 2010 - August 2010
Merrill Lynch   August 2009 - December 2009
GPSG - Division of Ortho-McNeil Pharmaceuticals   January 2009 - July 2009

Education
The College of New Jersey   2007 — 2011
Bachelor of Science, Finance, Sales minor

Jonathan Sasser Jonathan Sasser Greater Philadelphia Area Details
Jonathan Sasser's Merrill Lynch Experience October 2007 - February 2009
Job Consultant PJM at Customized Energy Solutions
Industry Oil & Energy
Experience
Customized Energy Solutions  October 2014 - Present
PJM Interconnection  March 2012 - August 2014
Self Employed  March 2009 - February 2012
College of William and Mary  August 2009 - December 2011
Thermo Fisher Scientific  June 2011 - August 2011
Merrill Lynch   October 2007 - February 2009
Old Point National Bank  February 2007 - October 2007
Merrill Lynch   June 2006 - December 2006

Skills
Derivatives, Financial Modeling, Finance, Trading, Risk Management, Portfolio Management, Electricity Markets, Renewable Energy, Natural Gas, Demand Response, Statistical Modeling, Financial Accounting, Energy Derivatives, Credit Derivatives, Hedging, Investment Management, Natural Gas Trading, Downstream Oil & Gas, Oil & Gas Industry, Electric Utility, Electric Vehicles, Power Generation, Public Speaking, Technical Writing, Report Writing, Statistics, Project Accounting, Hedge Accounting, Hedge Funds

Education
The College of William and Mary - The Mason School of Business   2010 — 2011
Master of Accounting, Taxation, Audit, Valuation, Derivatives, Securitization, Government Accounting, Asset Management

The College of William and Mary - The Mason School of Business   2009 — 2011
Masters in Business Administration, Finance

Virginia Commonwealth University - School of Business   2002 — 2006
Business - Marketing

Nathan Brody Nathan Brody Greater New York City Area Details
Nathan Brody's Merrill Lynch Experience 2011 - 2011
Job Analyst at FAST Technology
Industry
Experience
FAST Technology  June 2015 - Present
Kaplan  February 2015 - Present
SSATB  November 2013 - February 2014
The College of New Jersey  2010 - 2013
Associated Press  November 2012 - November 2012
Supremia International  2011 - 2012
n/a  June 2011 - August 2011
Merrill Lynch   2011 - 2011

Skills
Microsoft Word, Microsoft Excel, Minitab, SPSS

Education
The College of New Jersey   2009 — 2013
Mathematics

Kelly Lopresti Kelly Lopresti Pennington, New Jersey Details
Kelly Lopresti's Merrill Lynch Experience November 2010 - Present
Job Trust & Estate Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   November 2010 - Present
Merrill Lynch   July 2009 - November 2010
Merrill Lynch   June 2008 - July 2009

Skills
Event Planning, Organization, Close Attention to..., Works well with people, Fast Learner, Ability to Multi-Task, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Visual Studio...

Education
The College of New Jersey   2004 — 2008
Bachelors of Science in Business Administration, Marketing

The American University of Rome

Marlboro High School   2000 — 2004

Timothy Kraus Timothy Kraus Williamsburg, Virginia Details
Timothy Kraus's Merrill Lynch Experience August 2007 - November 2008
Job First Vice President, Monarch Bank Private Wealth
Industry Financial Services
Experience
Monarch Bank Private Wealth   September 2012 - Present
SunTrust Investment Services  April 2010 - August 2012
SunTrust Bank  November 2008 - March 2010
Merrill Lynch   August 2007 - November 2008
UBS  July 2006 - August 2007

Education
The College of William and Mary - The Mason School of Business   2005 — 2006
Master of Business Administration (MBA)

William and Mary   1996 — 1999
Bachelor of Science (BS), Chemistry

Ryan O'Carroll, CIMA® Ryan O'Carroll, CIMA® Greater San Diego Area Details
Ryan O'Carroll, CIMA®'s Merrill Lynch Experience September 2006 - June 2008
Job Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
Good Harbor   March 2014 - March 2015
BlackRock  June 2008 - March 2014
Merrill Lynch   September 2006 - June 2008

Skills
ETFs, Series 7, Mutual Funds, Asset Managment, Series 63, Alternative Investments, Fixed Income, Asset Allocation, Investments, Equities, Investment Strategies, Hedge Funds, Investment Management, Portfolio Management, Bloomberg, Capital Markets, Securities, Separately Managed..., Wealth Management, CIMA

Education
The College of New Jersey   1999 — 2003
Bachelor of Science (B.S.), Marketing

James DerHagopian James DerHagopian New York, New York Details
James DerHagopian's Merrill Lynch Experience June 2006 - August 2006
Job Account Manager at Conner Strong & Buckelew
Industry Insurance
Experience
Conner Strong & Buckelew  March 2015 - Present
Conner Strong & Buckelew  July 2014 - Present
Old Republic Construction Program Group  September 2012 - June 2014
Conner Strong & Buckelew  March 2011 - September 2012
Conner Strong & Buckelew  March 2008 - March 2011
Merrill Lynch   June 2006 - August 2006

Skills
Property & Casualty..., Commercial Insurance, Microsoft Office, Underwriting, Accounting, Casualty, Risk Management, Employee Benefits, Microsoft Excel, Insurance, Workers Compensation, Project Management, Account Management

Education
The College of New Jersey   2003 — 2007
Bachelor of Science, Business/Finance

Rohan Chauhan, CFA Rohan Chauhan, CFA Greater New York City Area Details
Rohan Chauhan, CFA's Merrill Lynch Experience November 2007 - March 2008
Job Trader at Kepos Capital, L.P.
Industry Financial Services
Experience
Kepos Capital, L.P.   June 2012 - Present
Credit Suisse First Boston  July 2010 - June 2012
Credit Suisse  June 2009 - September 2009
BrickHouse Security  June 2008 - April 2009
Merrill Lynch   November 2007 - March 2008

Skills
Equities, Options, Hedge Funds, Fixed Income, Global Macro, Electronic Trading, Futures Trading, Systematic Trading, Alternative Investments, Trading Systems, Equity Derivatives

Education
The Cooper Union for the Advancement of Science and Art   2009 — 2010
Master of Engineering

The Cooper Union for the Advancement of Science and Art   2005 — 2009
Bachelor of Engineering

Jason Erdreich Jason Erdreich Greater Philadelphia Area Details
Jason Erdreich's Merrill Lynch Experience April 2013 - October 2014
Job Designer, Innovator, Educator
Industry Design
Experience
The College of New Jersey  September 2013 - Present
JTE Designs   September 2012 - Present
Merrill Lynch   April 2013 - October 2014
The College of New Jersey  May 2014 - August 2014
HEROES Academy for the Gifted   May 2014 - August 2014
The College of New Jersey  September 2013 - May 2014
The College of New Jersey  August 2013 - May 2014

Skills
Graphic Design, Woodworking, Adobe Creative Suite, Technical Support, Computer Hardware, Web Design, Digital Photography, Educational Technology, Photography, Windows, Adobe Acrobat, Wealth Management..., RSA SecurID, RSA Tokens, Blackberry Enterprise..., Avaya IP Telephony, Windows Server, Mac OS X Server, Apple OS, Computer Program, Macintosh hardware, Team Leadership, Educational Leadership, Special Education, Music Education, T-shirt Graphics, Sign Production, Digital Printing, Vinyl Cutting, Screen Printing, Dye Sublimation, Embroidery, Robotics, CNC Machine, CAD, Laser Cutting, Inkjet, Fiberglass, Metal Fabrication, Automotive Repair, Pro Engineer, Corel, AutoCAD, teaching, Curriculum Development, makerspace

Education
The College of New Jersey   2012 — 2016
Bachelor of Science (BS), Technology Teacher Education/Industrial Arts Teacher Education

Council Rock School District High School South   2008 — 2012
High School Diploma

Kerry Minervini Kerry Minervini Greater Atlanta Area Details
Kerry Minervini's Merrill Lynch Experience March 2006 - February 2009
Job Realtor at Harry Norman, Realtors
Industry Financial Services
Experience
Harry Norman, Realtors  March 2013 - Present
Merrill Lynch   March 2006 - February 2009
MK Consulting  April 2000 - November 2002
Merrill Lynch   August 1996 - March 2000

Skills
401k, Mutual Funds, Series 7, Series 63, Retirement, Investments, Financial Services, Mergers & Acquisitions, Retirement Planning, Relationship Management, Asset Allocation

Education
The College of New Jersey   1987 — 1991
Bachelor of Science, Finance

The College of New Jersey   1987 — 1991
Bachelor's degree in Finance, Finance, General

Paul Cella Paul Cella Greater New York City Area Details
Paul Cella's Merrill Lynch Experience July 2010 - Present
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2010 - Present
Cipolla Valvano & Co. LLC Law Firm   May 2008 - August 2008

Skills
Accounting, Analysis, Business Valuation, Data Analysis, Finance, Financial Analysis, Financial Modeling, Financial Statements, Investments, PowerPoint, Tax, Valuation, Corporate Finance

Education
The College of New Jersey   2005 — 2010
Bachelor of Science, Business Administration w; Finance

Joseph Stern Joseph Stern Greater New York City Area Details
Joseph Stern's Merrill Lynch Experience June 2012 - September 2012
Job Summer Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank  July 2015 - Present
The Cooper Union for the Advancement of Science and Art  September 2011 - Present
Deutsche Bank  June 2014 - September 2014
Harvest Management  June 2013 - January 2014
Merrill Lynch   June 2012 - September 2012
Vector Marketing  May 2010 - January 2012

Skills
Bloomberg Terminal, Leadership, Sales, Management, Training, Microsoft Office, Finance, Marketing, Analysis, Valuation, Portfolio Management, Equities, Data Analysis, Hedge Funds, Mergers

Education
The Cooper Union for the Advancement of Science and Art   2011 — 2015
Bachelors of Engineering, Chemical Engineering

Kate Willever Kate Willever Greater New York City Area Details
Kate Willever's Merrill Lynch Experience 2005 - 2007
Job Vice President at Morgan Stanley, Client Solutions & Digital Platforms
Industry Financial Services
Experience
Morgan Stanley  September 2015 - Present
Motif Investing  April 2015 - September 2015
IBM Global Business Services  June 2012 - March 2015
IBM Global Business Services  September 2009 - June 2012
IBM Global Financing  May 2008 - August 2008
Dow Jones  2005 - 2007
Merrill Lynch   2005 - 2007

Skills
Business Analysis, Strategy, Financial Modeling, Management Consulting, Finance, Business Process..., Program Management, Management, Business Transformation, Process Improvement, SDLC, Team Leadership, Analysis, Mergers & Acquisitions, Financial Analysis, Business Strategy, Agile & Waterfall..., Competitive Analysis, User Acceptance Testing, Agile Methodologies, Process Optimization, Requirements Gathering, Financial Services, Scrum, Consulting, Leadership, Data Analysis, IT Strategy, Business Process, Project Management, Business Intelligence, Strategic Planning

Education
The College of William and Mary
BBA, Finance

The College of William and Mary - The Mason School of Business
MBA, Finance

University of Pennsylvania - The Wharton School
Executive Education, SIFMA - SII - Securities Industry Institute

Stephanie Lescrinier Stephanie Lescrinier Greater New York City Area Details
Stephanie Lescrinier's Merrill Lynch Experience December 2014 - May 2015
Job Student at The College of New Jersey
Industry Logistics and Supply Chain
Experience
Pfizer  June 2015 - Present
Merrill Lynch   December 2014 - May 2015

Skills
Strategic Planning, Collaborative Problem..., Financial Analysis, Critical Thinking, Microsoft Excel, Data Collection, Database Administration, Writing, PowerPoint, Microsoft Word

Education
The College of New Jersey   2011 — 2015
B.S. Business Administration Finance specialization, Finance, 3.65

Andrew Topping, CPA Andrew Topping, CPA Charlotte, North Carolina Details
Andrew Topping, CPA's Merrill Lynch Experience January 2012 - May 2012
Job Senior Transaction Advisory Services
Industry Accounting
Experience
Cherry Bekeart LLP   August 2015 - Present
Cherry Bekaert LLP  September 2013 - August 2015
Merrill Lynch   January 2012 - May 2012
Center for Interdisciplinary Behavioral Finance Research   July 2011 - August 2011
AJ Gators Sports Bar   May 2009 - August 2011
Tribe Tutors   January 2011 - May 2011

Skills
Analysis, Management, Research, Sales, PowerPoint, Microsoft Excel, Financial Analysis, Financial Modeling

Education
The College of William and Mary   2012 — 2013
Master’s Degree, Accounting

The College of William and Mary - The Mason School of Business   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance

JIYONG KIM JIYONG KIM Elkridge, Maryland Details
JIYONG KIM's Merrill Lynch Experience February 2007 - May 2007
Job Market Research Analyst & Sales
Industry Wholesale
Experience
Sempio   April 2015 - Present
Hanmi Inc   July 2007 - February 2015
Merrill Lynch   February 2007 - May 2007
Feely Entertainment Corporation   November 1998 - June 1999

Skills
Microsoft Office (Word,..., Quick Books, Certificate of..., Fluent in Korean (Read,..., Market Research, Marketing, Analysis, Marketing Management, Microsoft Excel, Advertising, Event Planning, Data Analysis, Marketing Research, Marketing Strategy, Import Specialist

Education
Towson University   2005 — 2007
Bachelor of Arts (B.A.), Marketing in Business

The Community College of Baltimore County   2003 — 2005
Associate's Degree, Marketing in Business

Myoungji University   1998 — 1999
Transportation Engineering

Sumit Mukherjee Sumit Mukherjee Greater New York City Area Details
Sumit Mukherjee's Merrill Lynch Experience June 2006 - Present
Job
Industry Financial Services
Experience
Merrill Lynch   June 2006 - Present
Merrill Lynch   July 2005 - June 2006
Merrill Lynch   May 2004 - June 2005
Merrill Lynch   November 2003 - April 2004
Merrill Lynch   January 2003 - October 2003
Merrill Lynch   July 2001 - December 2002
Fidelity Investments  May 1999 - August 2000

Skills
Series 7, Equities, Trading, Investment Banking, Series 63, Bloomberg, Capital Markets, Equity Trading, IPO, Risk Management, Financial Services, Equity Capital Markets, Financial Markets, Series 24, Corporate Finance

Education
The College of New Jersey   1997 — 2001
BS, Finance, Economics, Int'l Business

Greg Kozar Greg Kozar Greater New York City Area Details
Greg Kozar's Merrill Lynch Experience August 2005 - March 2007
Job Data Analyst at Moody's
Industry Information Services
Experience
Moody's  November 2009 - Present
Millennium Capital  April 2009 - October 2009
Promark Global Advisors, Inc.   October 2008 - April 2009
Fox Business Network  April 2007 - July 2008
Merrill Lynch   August 2005 - March 2007
TD Ameritrade  2003 - 2005
JP Morgan  2000 - 2001
Lehman Brothers  1996 - 2000
Union Bank of Switzerland  1994 - 1996
Merrill Lynch   1993 - 1994

Skills
Fixed Income, Trading Systems, Market Data, Equities, Reference Data, Trading, Vendor Management, Data Inventory, Hedge Funds, Derivatives, Requirements Analysis, Financial Markets, Capital Markets, Financial Services, Electronic Trading, Risk Management, Bloomberg, Options, Securities, FX Options, Investment Banking, Market Risk, Business Analysis, Bloomberg Terminal, Portfolio Management, Financial Risk, Asset Management, Financial Modeling, SDLC, Emerging Markets, Valuation, Quantitative Analytics, Middle Office, Equity Trading, Sybase, Bonds, Commodity, Equity Derivatives, Credit Derivatives, Quantitative Finance, Equity Research, Interest Rate..., Technical Analysis, Investment Management, Structured Finance, Relationship Management, Alternative Investments, Back Office, Credit Risk, Investments

Education
Cooper Union   1980 — 1984
BsME, Mechanical Engineering

The Cooper Union for the Advancement of Science and Art   1980 — 1984
1984, Mechanical Engineering

Holly Ailey Holly Ailey Greater New York City Area Details
Holly Ailey's Merrill Lynch Experience 2004 - 2006
Job Associate at BlackRock
Industry Financial Services
Experience
Life Time - The Healthy Way of Life Company  2015 - Present
BlackRock  October 2006 - November 2009
Merrill Lynch   2004 - 2006

Skills
Recruiting, Hedge Funds, Onboarding, Bloomberg, Fixed Income, Risk Management, Asset Management, Equities, Talent Acquisition, Leadership, Financial Services, Talent Management, Vendor Management, Investments, Microsoft Office, Mergers, Strategic Planning

Education
The College of New Jersey   2000 — 2004
BA, Communication Studies

Lisa Cascio Lisa Cascio Greater Philadelphia Area Details
Lisa Cascio's Merrill Lynch Experience 1996 - 2003
Job PartyLite, Independent Consultant & Trainer
Industry Retail
Experience
PartyLite  2004 - Present
Merrill Lynch   1996 - 2003

Skills
Customer Service, Event Planning, Team Building, Sales, Microsoft Office, Retail, Coaching, Leadership, Time Management, Marketing

Education
The College of New Jersey   1992 — 1996
Bachelor of Arts, Communication Studies

Michael Idol Michael Idol Lake Mary, Florida Details
Michael Idol's Merrill Lynch Experience 1999 - 2005
Job AML Compliance Officer at Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company  2010 - Present
Pershing, a BNY Mellon company  2006 - 2010
Citibank / SmithBarney   2005 - 2006
Merrill Lynch   1999 - 2005

Skills
Certified Fraud Examiner, Anti Money Laundering, Series 7, Series 63, Series 24, Securities, Loans, Account Management, AML, Financial Services, Operational Risk, Finance, Investments

Education
The College of New Jersey
Bachelor of Science, Business Management

Scott Horvath Scott Horvath Greater Philadelphia Area Details
Scott Horvath's Merrill Lynch Experience August 1994 - November 1997
Job Resource Management Leader
Industry Outsourcing/Offshoring
Experience
AOL  April 2014 - Present
Comcast  May 2012 - October 2012
Cigna  2011 - 2012
ICT Group  April 2006 - March 2010
America Online  May 2003 - April 2006
Prudential Financial  November 1997 - September 2002
Merrill Lynch   August 1994 - November 1997
US Army  May 1988 - May 1996

Skills
Vendor Management, Process Improvement, Call Centers, Outsourcing, Customer Experience, CRM, Program Management, Leadership, Operations Management, Performance Management

Education
The College of New Jersey   1989 — 1993
BS

Stephen Searle Stephen Searle Greater New York City Area Details
Stephen Searle's Merrill Lynch Experience 1997 - 2001
Job Eclectic Generalist
Industry Information Technology and Services
Experience
Oracle  January 2008 - Present
Galleon Numismatics   1998 - Present
Nikko Citigroup  2005 - 2007
Merrill Lynch   1997 - 2001
Chase Manhattan Bank  1996 - 1997
Merrill Lynch Japan  1994 - 1996
Motorola  1990 - 1994
Timeplex  1988 - 1990
Bell Labs  1988 - 1988
Telenet Communications Corp.   1986 - 1988

Skills
Solaris, Unix, Virtualization, Cloud Computing, Enterprise Architecture, Data Center, Integration, Enterprise Software, Disaster Recovery, Oracle

Education
The Cooper Union for the Advancement of Science and Art   1980 — 1986
BEE

Patrick Hayward Patrick Hayward Greater New York City Area Details
Patrick Hayward's Merrill Lynch Experience June 2002 - October 2006
Job Director Corporate FP&A at AIG
Industry Financial Services
Experience
AIG  April 2015 - Present
Accordion Partners  January 2015 - April 2015
ICAP  November 2011 - January 2015
BlackRock  October 2006 - October 2011
Merrill Lynch   June 2002 - October 2006
Merrill Lynch Investment Managers  2002 - 2006
Societe Generale  December 1999 - June 2002
Compass Group LLC  July 1997 - December 1999
Morgan Stanley  April 1993 - July 1997
Ernst & Young  September 1989 - April 1993

Skills
Strategic Analysis, Budgeting, Financial Forecasting, Financial Modeling, Capital Markets, Investment Banking, Valuation, Corporate Finance, Investor Relations, Fixed Income, Financial Analysis, Financial Services, Private Equity, Portfolio Management, Strategic Financial..., Equities, Investments, Due Diligence, Hedge Funds, Asset Management, Analysis, Finance, Budgets, Forecasting, Financial Reporting, Mutual Funds, Internal Controls, Mergers & Acquisitions, Alternative Investments, Managerial Finance, Bloomberg, Financial Planning

Education
The College of William and Mary - The Mason School of Business   1985 — 1989
BBA, Accounting

William & Mary   1985 — 1989
BBA, Accounting

Robin Wettstein Criscione Robin Wettstein Criscione Greater New York City Area Details
Robin Wettstein Criscione's Merrill Lynch Experience July 2002 - November 2004
Job Commercial Real Estate Lending Operations at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  November 2013 - Present
Barclays  January 2010 - November 2013
Barclays  November 2008 - January 2010
Barclays  February 2008 - November 2008
Barclays  November 2005 - February 2008
Barclays  November 2004 - November 2005
Merrill Lynch   July 2002 - November 2004

Skills
Series 7, Series 66

Education
The College of New Jersey   1998 — 2002

Jeff Lageman Jeff Lageman Greater New York City Area Details
Jeff Lageman's Merrill Lynch Experience February 2014 - Present
Job Vice President Personal Investment Advisory (PIA) Program Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2014 - Present
UBS  April 2010 - February 2013
UBS Financial  June 2007 - April 2010

Skills
Series 7, Series 66, Project Management, Strategic Planning, Wealth Management, Program Management, Separately Managed..., Portfolio Management, Mutual Funds, ETFs, Business Analysis, Business Strategy, Business Relationship..., Strategy, Investments

Education
The College of New Jersey   2002 — 2006
B.S.

Fred Hubert, CAMS Fred Hubert, CAMS Greater New York City Area Details
Fred Hubert, CAMS's Merrill Lynch Experience 2002 - 2008
Job SVP at Citi Group
Industry Investment Banking
Experience
Citigroup  2008 - Present
Merrill Lynch   2002 - 2008
JPMorgan Chase  1999 - 2002
Morgan Stanley  1999 - 2002

Skills
Risk, Series 7, Audit, Fixed Income, MBS, Capital Markets

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

The Cooper Union for the Advancement of Science and Art
B.E., Civil Engineering

Sam Hahn Sam Hahn Greater New York City Area Details
Sam Hahn's Merrill Lynch Experience October 1995 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 1995 - Present

Skills
Series 7, Electronic Trading, Trading Systems, Capital Markets, Equities, Fixed Income, Derivatives, Series 63, Options, Series 3, Financial Markets, Equity Trading, FINRA, Market Data

Education
The College of Wooster

Patrick Gilmore Patrick Gilmore Greater New York City Area Details
Patrick Gilmore's Merrill Lynch Experience January 1997 - January 2002
Job Owner/Operator at Servpro of Marlboro/Tinton Falls
Industry Facilities Services
Experience
Servpro of Marlboro/Tinton Falls   August 2008 - Present
LaBranche & Co.   January 2002 - January 2007
Merrill Lynch   January 1997 - January 2002

Education
The College of New Jersey
Business

Suzan Hemstock Suzan Hemstock Greater New York City Area Details
Suzan Hemstock's Merrill Lynch Experience May 2007 - May 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America/Merrill Lynch  January 2010 - Present
Randstad Staffing  August 2008 - January 2010
PSGCNJ  2009 - 2009
Merrill Lynch   May 2007 - May 2008
Merrill Lynch   May 2007 - April 2008
Merrill Lynch   June 2006 - May 2007
Merrill Lynch   June 2006 - May 2007
Merrill Lynch   July 1997 - June 2006
Merrill Lynch   July 1997 - May 2006
Merrill Lynch   June 1992 - July 1997

Skills
Data Analysis, Asset Managment, Budgets, Coaching, Customer Satisfaction, Customer Service, Equities, Finance, Financial Services, Investments, Leadership, Management, Microsoft Office, Mutual Funds, Quality Assurance, Risk Management, Sales, Series 7, Strategic Planning, Training, Vendor Management

Education
The College of New Jersey
B.A, Communications

Robert Kuzniacki Robert Kuzniacki Greater New York City Area Details
Robert Kuzniacki's Merrill Lynch Experience September 2008 - April 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  April 2012 - Present
Merrill Lynch   September 2008 - April 2012

Skills
Alternative Investments, Fixed Income, Equities, Investment Strategies, Wealth Management, Series 7, Asset Allocation, Investments, Asset Management, Mutual Funds

Education
The College of New Jersey   2000 — 2005
Finance

Jenny Lee Wier Jenny Lee Wier Dallas/Fort Worth Area Details
Jenny Lee Wier's Merrill Lynch Experience October 1999 - June 2002
Job Corporate Training Manager / Sr. HR Generalist at PlainsCapital Corporation
Industry Banking
Experience
PlainsCapital Corporation  August 2006 - December 2009
Robert Half Legal  April 2005 - June 2006
Larson King, LLP  2002 - 2003
Merrill Lynch   October 1999 - June 2002
Thomson West  August 1997 - July 1999
William F. Davis & Associates   June 1993 - August 1997

Skills
Banking, Budgets, Commercial Litigation, Customer Service, Data Analysis, Employee Engagement, Employee Relations, Employee Training, Employment Law, Human Resources, Leadership, Internal Communications, Leadership Development, Management, Onboarding, Negotiation, Organizational..., Performance Management, Personnel Management, PowerPoint, Public Speaking, Recruiting, Talent Acquisition, Talent Management, Team Building, Training, Training Delivery, Westlaw, Applicant Tracking...

Education
The College of William and Mary - Marshall Wythe Law School   1990 — 1993
J.D., Law

Tulane University   1986 — 1990
B.A., Political Economy

Michelle (Krogman) Nuttall Michelle (Krogman) Nuttall Cape May, New Jersey Details
Michelle (Krogman) Nuttall's Merrill Lynch Experience 2006 - 2008
Job Business Development Director
Industry Publishing
Experience
Elsevier  October 2014 - Present
Elsevier  April 2012 - Present
Elsevier  February 2011 - April 2012
Elsevier  May 2008 - December 2010
Merrill Lynch   2006 - 2008

Skills
Financial Analysis, Financial Modeling, Acquisition Integration, Forecasting, Budgets, Hyperion Enterprise, Strategic Planning, Accounting, Due Diligence, Valuation, Business Strategy, Business Modeling, Pricing, Business Analysis, Strategic Partnerships, Strategic Financial..., Process Improvement, Variance Analysis, Mergers & Acquisitions, Financial Reporting, Strategy, Managerial Finance, Business Process..., Analytics

Education
The College of New Jersey   1996 — 2001
BS, Finance

The College of New Jersey   1995 — 2000
Bachelor's degree, Finance, General

Patty Rafferty Patty Rafferty Greater Philadelphia Area Details
Patty Rafferty's Merrill Lynch Experience 1986 - 1990
Job Director of Finance at Hopewell Valley YMCA
Industry Nonprofit Organization Management
Experience
Hopewell Valley YMCA  January 2006 - Present
Merrill Lynch   1986 - 1990
Center for Health Affairs   1985 - 1986
Gormley and Company, CPA's   1984 - 1985

Education
The College of New Jersey   1981 — 1985
BS, Accounting

Igor Pleskov Igor Pleskov Greater Philadelphia Area Details
Igor Pleskov's Merrill Lynch Experience May 2007 - August 2009
Job Real Estate Associate at Saul Ewing LLP
Industry Law Practice
Experience
Saul Ewing LLP  September 2012 - Present
Saul Ewing LLP  May 2011 - July 2011
Honorable Michael Erdos, Philadelphia Court of Common Pleas   June 2010 - August 2010
Merrill Lynch   May 2007 - August 2009

Education
University of Pennsylvania   2009 — 2012
JD

The College of New Jersey   2005 — 2009
Bachelor of Science (B.S.), Economics

Helen Ann Persichilli Helen Ann Persichilli Greater Philadelphia Area Details
Helen Ann Persichilli's Merrill Lynch Experience December 1998 - Present
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 1998 - Present
CoreStates Bank  March 1989 - November 1998

Skills
Series 7, Management, Loans, Customer Service, Process Improvement, Human Resources, Banking, Finance, Portfolio Management, Risk Management, Sales, Team Building

Education
The College of New Jersey   1986 — 1991
BS, Business Administration

Ewing High School

Yonette Carrington Yonette Carrington Jacksonville, Florida Area Details
Yonette Carrington's Merrill Lynch Experience August 1998 - May 2008
Job Senior Operations Analyst, Collateral Management OTC Clearing at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  June 2015 - Present
Deutsche Bank  March 2014 - May 2015
Deutsche Bank  February 2013 - March 2014
Deutsche Bank  March 2009 - February 2013
Merrill Lynch   August 1998 - May 2008
Merrill Lynch   August 1998 - May 2008
Merrill Lynch   August 1998 - May 2008

Skills
Accounting, Account Reconciliation, Cash Management, Banking, Auditing, Equities, Journal Entries, Microsoft Excel, Options, Tax, Fixed Income, Bloomberg, Investment Banking, Financial Advisory, Securities, Financial Analysis, Portfolio Management, Risk Management, Financial Services, Asset Management

Education
University of Phoenix   2002 — 2004
Master of Business Administration, Business Administration, 3.42

The College of New Jersey   1988 — 1993
BA, Sociology

Jennifer Adamec (Traylor) Jennifer Adamec (Traylor) Greater New York City Area Details
Jennifer Adamec (Traylor)'s Merrill Lynch Experience July 2000 - March 2009
Job Senior Vice President, Sales Performance Manager
Industry Banking
Experience
Bank of America Merrill Lynch  October 2010 - Present
The Provident Bank  April 2009 - October 2010
Merrill Lynch   July 2000 - March 2009
merrill lynch   1994 - July 2000

Education
The College of New Jersey   1992 — 1996
Business, Marketing

Don MacQuattie Don MacQuattie Hartford, Connecticut Area Details
Don MacQuattie's Merrill Lynch Experience 1992 - 2004
Job Institutional Investment Services at The Capital Group
Industry Financial Services
Experience
The Capital Group  January 2013 - Present
The Hartford Insurance Group  2004 - December 2012
The Hartford  2004 - December 2012
Merrill Lynch   1992 - 2004

Education
The College of William and Mary - The Mason School of Business   1991 — 1993
MBA

University of Vermont   1984 — 1988
BA, Economics

John Towey John Towey Greater New York City Area Details
John Towey's Merrill Lynch Experience January 2007 - February 2011
Job Managing Director SIM Partner for Preferred and Small Business Banking at Bank of America
Industry Financial Services
Experience
Bank of America  May 2014 - Present
Bank of America  November 2011 - May 2014
Bank of America  February 2011 - November 2011
Merrill Lynch   January 2007 - February 2011
Bank of America - Merrill Lynch  January 2008 - January 2011

Skills
Change Leadership, Organizational..., Business Relationship..., Strategic Planning, Transition Management, Operations Management, Series 7, Wealth Management..., Call Center..., Brokerage Statement..., Financial Services..., Six Sigma, Remote Deposit Capture, Check Processing, Performance Measurement, Change Management, Risk Management, Fixed Income, Team Leadership, Securities, Brokerage, Management, Financial Services, Vendor Management, Business Process..., Equities

Education
The College of New Jersey   1986 — 1990
Bachelor of Fine Arts (BFA), Design and Visual Communications, General

Paula Aldarelli Paula Aldarelli Greater New York City Area Details
Paula Aldarelli's Merrill Lynch Experience July 1987 - January 2003
Job Executive Director at EarthShare NJ
Industry Nonprofit Organization Management
Experience
EarthShare NJ   November 2003 - Present
Merrill Lynch   July 1987 - January 2003

Skills
Philanthropy, Fundraising, Non-profits, Nonprofits, Community Outreach, Volunteer Management, Board Development, Event Planning, Stewardship, Program Development, Grant Writing, Grants

Education
The College of New Jersey   1983 — 1987

Patricia (Connolly) Foulon Patricia (Connolly) Foulon Greater New York City Area Details
Patricia (Connolly) Foulon's Merrill Lynch Experience March 2006 - July 2013
Job AVP at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  July 2013 - Present
Merrill Lynch   March 2006 - July 2013
Lazard Asset Management  July 2000 - March 2006
JP Morgan Chase  April 1998 - March 2000
Goldman Sachs  June 1995 - April 1998

Skills
Equities, Analysis, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Series 7, Bloomberg, Mutual Funds, Investment Banking, Wealth Management, Financial Modeling, Business Intelligence, Business Analysis, Business Strategy, Project Management, Compliance, Financial Reporting, Reporting & Analysis, Executive Reporting, IT Project & Program..., MicroStrategy Reporting, Data Governance, Data Analysis, Portfolio Management

Education
The College of New Jersey
BS

Walden University
Master of Business Administration (MBA)

Mort Aasland Mort Aasland Greater New York City Area Details
Mort Aasland's Merrill Lynch Experience March 1998 - February 2005
Job VP Equities Compliance at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company  September 2005 - Present
Merrill Lynch   March 1998 - February 2005
NASDAQ  1997 - 1998
NASD  1996 - 1997
National Association of Securities Dealers  1996 - 1997

Skills
Series 24, FINRA, Series 7, Series 63, series 55

Education
The College of New Jersey   1991 — 1995
BS, Business

Michael Virgilio Michael Virgilio Greater Philadelphia Area Details
Michael Virgilio's Merrill Lynch Experience September 2008 - Present
Job Six Sigma Black Belt at Merrill Lynch
Industry Financial Services
Experience
Bank of America  2010 - Present
Merrill Lynch   September 2008 - Present
Merrill Lynch / Bank of America  2008 - Present
Merrill Lynch   March 2006 - September 2008

Skills
Six Sigma

Education
The College of New Jersey   1997 — 2001
B.A., Communications

Nicole Tauro Milne Nicole Tauro Milne Jacksonville, Florida Area Details
Nicole Tauro Milne's Merrill Lynch Experience June 2008 - August 2008
Job Finance Professional
Industry Financial Services
Experience
Bank of America  February 2013 - September 2014
Navy Federal Credit Union  September 2011 - October 2012
Bank of America  July 2010 - August 2011
Bank of America Merrill Lynch  June 2009 - July 2010
The College of New Jersey  September 2006 - May 2009
Merrill Lynch   June 2008 - August 2008
Northwestern Mutual  May 2007 - August 2007

Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Variance Analysis, Finance, PowerPoint, Microsoft Office, Financial Reporting, Access, Auditing, Teamwork, Time Management, Account Reconciliation, Analysis, Banking, Forecasting

Education
The College of New Jersey   2005 — 2009
Bachelor of Science in Business Administration, Finance, Finance, Marketing, Women & Gender Studies

Chul Bae Chul Bae Greater New York City Area Details
Chul Bae's Merrill Lynch Experience May 2005 - June 2009
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  August 2009 - Present
Merrill Lynch   May 2005 - June 2009

Skills
High Frequency Trading, Trading Systems, Low Latency, Electronic Trading, Equity Trading, Market Data, Proprietary Trading, Equity Derivatives, Prime Brokerage, Options, Derivatives

Education
The Cooper Union for the Advancement of Science and Art
BS, Engineering

Mike Chou Mike Chou Greater New York City Area Details
Mike Chou's Merrill Lynch Experience October 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2011 - Present
Merrill Lynch   May 2010 - October 2011
Merrill Lynch   January 2009 - August 2009

Skills
Mutual Funds, Sales, Investments, Portfolio Management, Banking, Wealth Management, Microsoft Excel, Series 7

Education
The College of New Jersey   2006 — 2010
BS, Finance, Computer Science

David Matzko David Matzko Columbus, Ohio Area Details
David Matzko's Merrill Lynch Experience October 2009 - February 2011
Job Masters Educated, Experienced Financial Advisor/Analyst
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2012 - Present
Transamerica Retirement Solutions  April 2011 - January 2012
Merrill Lynch   October 2009 - February 2011
Fidelity Investments  April 2006 - December 2008
Fidelity Investments  July 2000 - December 2008
Fidelity Investments  January 1998 - July 2000
Fidelity Investments  September 1996 - January 1998
Seaman Corporation  June 1995 - October 1995

Skills
Investments, Portfolio Management, CRM, Management, Trading, Finance, Market Research, Asset Management, Microsoft Excel, Series 7, Wealth Management, Sales, Investment Strategies, Leadership, Securities, Financial Advisory, Series 63

Education
University of Cincinnati College of Business   2006 — 2008
M.S., Finance

Xavier University - Williams College of Business   1999 — 2003
M.B.A., Business Administration

The College of Wooster   1992 — 1996
B.A., Economics/Political Science

Kate Bonchev Kate Bonchev Trenton, New Jersey Details
Kate Bonchev's Merrill Lynch Experience September 2004 - August 2008
Job Sales Associate at Smires & Associates
Industry Real Estate
Experience
Smires & Associates   October 2013 - Present
International Women's Club   September 2008 - September 2010
Merrill Lynch   September 2004 - August 2008

Skills
Management, Budgets, Leadership, Sales, Strategic Planning, Negotiation, Contract Negotiation

Education
The College of New Jersey   2000 — 2002
Bachelor's Degree, Business Administration

Karen Breimann Place Karen Breimann Place Greater New York City Area Details
Karen Breimann Place's Merrill Lynch Experience February 2013 - Present
Job Research and compensation analyst at Merrill Lynch
Industry Research
Experience
Merrill Lynch   February 2013 - Present
Merrill Lynch   February 2012 - February 2013
Hopewell Boro   2010 - March 2012
Hopewell Valley Regionial School District  March 2005 - June 2010
Volunteer  June 2000 - June 2006
Bloomberg LP  1988 - 2000

Skills
Human Resources, Public Speaking, Fixed Income, Data Analysis, Customer Service, Financial Services, Portfolio Management, PowerPoint

Education
The College of New Jersey   1975 — 1979
Bachelor of Science (BS), Elementary Education and Teaching

Nicholas Mangini Nicholas Mangini Greater New York City Area Details
Nicholas Mangini's Merrill Lynch Experience April 2011 - July 2012
Job Branch Manager, Assistant Vice President at PNC
Industry Financial Services
Experience
PNC  May 2015 - Present
PNC  January 2013 - May 2015
Strategic Family Wealth Counselors   July 2012 - September 2012
Merrill Lynch   April 2011 - July 2012
ING Financial Partners  September 2010 - April 2011
Wells Fargo Financial  June 2010 - September 2010
Northwestern Mutual Financial Network  May 2009 - August 2009

Skills
Finance, Investments, Management, Sales Management, Customer Service, Financial Analysis, Financial Services, Microsoft Excel, PowerPoint, Leadership, Retirement Planning, Portfolio Management, Mentoring, Coaching

Education
The College of New Jersey   2006 — 2010
Bachelor of Science (B.S.), Finance

The College of New Jersey   2006 — 2010
B.S. Business Administration, Finance

American University in Rome   2009 — 2009
Finance

The American University in Rome   2009 — 2009

Karen Upperco Karen Upperco Pennington, New Jersey Details
Karen Upperco's Merrill Lynch Experience September 2009 - May 2010
Job Special Education Teacher at Hopewell Valley Regional School District
Industry Education Management
Experience
Hopewell Valley Regional School District  August 2013 - Present
Upper Freehold Regional School District  March 2013 - June 2013
Hopewell Valley Regional School District  March 2011 - March 2013
Lawrence Township Public Schools- Lawrence Intermediate   August 2012 - December 2012
Eden Autism Services  June 2010 - September 2011
Hopewell Valley Regional School District  November 2009 - March 2011
Merrill Lynch   September 2009 - May 2010
Center For Early Education and Care  May 2008 - August 2008

Skills
Applied Behavior..., Teaching, Special Education, Tutoring, Classroom, Lesson Planning, Elementary Education, Higher Education, Classroom Management, Staff Development, Public Speaking, Educational Leadership, Educational Assessment, Community Outreach, Teacher Training, Social Studies, Literacy, Teaching Reading, Differentiated..., Behavior Management, K-12, IEP, Autism Spectrum..., Technology Integration, Positive Behavior..., Common Core State..., Learning Disabilities, Smartboard, Cooperative Learning, Parent Communication, Educational Research, Integrating Technology..., Mathematics Education, Functional Behavior..., Behavior Modification

Education
The College of New Jersey   2011 — 2012
Master of Arts (M.A.), Elementary Education and Special Education

University of Massachusetts, Amherst   2005 — 2009
B.A., Psychology, Education

Sherry Young Sherry Young New York, New York Details
Sherry Young's Merrill Lynch Experience March 2009 - May 2009
Job Analyst at Aon Benfield
Industry Insurance
Experience
Aon Benfield  November 2014 - Present
ISO  July 2013 - November 2014
Barclays  March 2012 - June 2013
Barclays  July 2011 - March 2012
The Cooper Union  January 2011 - May 2011
Credit Suisse  June 2010 - August 2010
Arup  May 2009 - August 2009
Merrill Lynch   March 2009 - May 2009
Con Edison  May 2008 - August 2008

Skills
VBA, Business Analysis, Analysis, Databases, SQL, Troubleshooting, Financial Risk, Microsoft Excel, Access, Matlab, Derivatives, Data Analysis, Microsoft Office, Insurance, Financial Modeling

Education
The Cooper Union for the Advancement of Science and Art   2005 — 2011
BEng, MEE, Electrical Engineering, Architecture, Cum Laude

Jerry Kao Jerry Kao Greater New York City Area Details
Jerry Kao's Merrill Lynch Experience January 2004 - October 2005
Job Equity Derivatives Trader at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  June 2014 - Present
Deutsche Bank  April 2007 - Present
Tremblant Capital  November 2005 - September 2006
Merrill Lynch   January 2004 - October 2005

Skills
Equity Derivatives, Options, Volatility, Hedge Funds, CDO, Trading Systems, Equities, Derivatives, Fixed Income, Electronic Trading, Capital Markets, Bloomberg

Education
The Cooper Union for the Advancement of Science and Art   2000 — 2004
Electrical Engineering

Joe Archbald Joe Archbald Greater Philadelphia Area Details
Joe Archbald's Merrill Lynch Experience February 1997 - September 2003
Job Engagement Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters  September 2003 - Present
Merrill Lynch   February 1997 - September 2003

Education
The College of Wooster   1980 — 1984
BA, Business Economics

Kathy Voinier Kathy Voinier Baltimore, Maryland Area Details
Kathy Voinier's Merrill Lynch Experience July 2004 - August 2007
Job Sr. HRIS Analyst at Robert Wood Johnson University Hospital Hamilton
Industry Hospital & Health Care
Experience
Robert Wood Johnson University Hospital Hamilton  April 2013 - Present
Cigna  January 2013 - Present
HealthSpring  January 2011 - December 2012
Bravo Health/ HealthSpring   September 2009 - December 2010
Robert Wood Johnson University Hospital Hamilton  2007 - 2009
Merrill Lynch   July 2004 - August 2007

Skills
PeopleSoft, Microsoft Excel, UltiPro, Cognos 8, ADP ReportSmith, ADP HRB, ADP Payroll, HRIS

Education
The College of New Jersey   2001 — 2004
Womens and Gender Studies, Business Administration, Management and Operations

E. Paige Miller E. Paige Miller Charlottesville, Virginia Area Details
E. Paige Miller's Merrill Lynch Experience February 2009 - May 2009
Job Student at The College of William and Mary The Mason School of Business
Industry Investment Banking
Experience
England & Company  June 2010 - August 2010
Merrill Lynch   February 2009 - May 2009

Education
The College of William and Mary - The Mason School of Business   2008 — 2010
Finance, Economics

Matthew Coe Matthew Coe Greater New York City Area Details
Matthew Coe's Merrill Lynch Experience June 2009 - August 2009
Job Auditor, AIG
Industry Financial Services
Experience
AIG  October 2014 - Present
AIG  December 2012 - October 2014
Bank of America  July 2012 - December 2012
Bank of America  July 2010 - July 2012
Alternative Asset Investment Management  September 2009 - December 2009
Merrill Lynch   June 2009 - August 2009

Skills
Lotus Notes, Microsoft Excel, Visio, Report Writing, Corporate Communications, Internal Audit, Auditing, P&L reconciliation, Middle Office, Investments, Alternative Investments, Wealth Management, Corporate Finance, Accounting

Education
The College of New Jersey   2006 — 2010
Bachelor of Science (B.S.), Finance

Melissa (Lasorsa) Bento Melissa (Lasorsa) Bento Greater New York City Area Details
Melissa (Lasorsa) Bento's Merrill Lynch Experience May 2000 - August 2000
Job Vice President at Wexford Capital
Industry Investment Management
Experience
Wexford Capital  May 2014 - Present
Wexford Capital  February 2004 - May 2014
Paloma Partners  March 2003 - February 2004
SS&C GlobeOp  June 2001 - March 2003
Merrill Lynch   May 2000 - August 2000

Skills
Hedge Funds, Private Equity, Bloomberg, Equities, Alternative Investments, Fund Of Funds, Fund Accounting, Investments, Asset Management, Securities, Due Diligence, Financial Reporting

Education
The College of New Jersey   1997 — 2001
Bachelor of Science (BS), Accounting and Finance

Paras Hefa Paras Hefa Greater New York City Area Details
Paras Hefa's Merrill Lynch Experience June 2010 - August 2010
Job Senior Financial Analyst Procurement / Commodities at Mondelēz International
Industry Financial Services
Experience
Mondelēz International  August 2015 - Present
Mondelēz International  June 2014 - August 2015
Mondelēz International  July 2013 - June 2014
Mondelez International  July 2012 - July 2013
Residential Networking Services   January 2011 - May 2012
Bloomberg L.P.   May 2011 - August 2011
Merrill Lynch   June 2010 - August 2010
Double-Take Software, Inc   January 2008 - August 2008

Skills
Bloomberg Terminal, Visual Basic, Microsoft Excel, Microsoft Office, Windows 7, Linux, Hyperion Enterprise, Smartview, SAP, Essbase, Accounting, Finance, Analysis, PowerPoint, Financial Analysis, Microsoft Word, Forecasting, Financial Modeling, Financial Reporting, Variance Analysis

Education
The College of New Jersey   2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance

Sarah Gabriel Sarah Gabriel Hightstown, New Jersey Details
Sarah Gabriel's Merrill Lynch Experience June 2010 - August 2010
Job Operations Associate 2 at State Street
Industry Financial Services
Experience
State Street  June 2013 - Present
Morgan Stanley  October 2012 - June 2013
Bloomberg LP  April 2012 - October 2012
Sullivan & Cromwell LLP  November 2011 - April 2012
Merrill Lynch   June 2010 - August 2010

Skills
Bloomberg, Equities, Finance, Financial Analysis, Financial Modeling, Securities

Education
The College of New Jersey   2009 — 2011

Louis Bellucci Louis Bellucci Greater New York City Area Details
Louis Bellucci's Merrill Lynch Experience June 2009 - August 2009
Job Senior Index Manager at S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices  April 2014 - Present
S&P Dow Jones Indices  July 2012 - April 2014
Dow Jones Indexes  April 2010 - June 2012
Merrill Lynch   June 2009 - August 2009

Skills
Bloomberg Terminal, Social Media, Data Analysis, Salesforce.com, Market Research, Microsoft Excel, Research, Microsoft Office, Marketing Strategy, Bloomberg, PowerPoint, Financial Analysis, Facebook

Education
The College of New Jersey   2006 — 2009
Bachelor of Science, Business Administration- Finance

Jennifer Kovac Jennifer Kovac Greater New York City Area Details
Jennifer Kovac's Merrill Lynch Experience August 2001 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Merrill Lynch   August 2001 - Present
Bank of America  2001 - Present
Westheimer Co.   2000 - 2000
Bloomberg  1998 - 2000

Education
The College of New Jersey   1996 — 2000
Bachelor of Science, Finance

Christopher Gatsch Christopher Gatsch Philadelphia, Pennsylvania Details
Christopher Gatsch's Merrill Lynch Experience October 2012 - June 2014
Job Wholesaler at Resource Liquid Alternatives
Industry Financial Services
Experience
Resource Liquid Alternatives   January 2015 - Present
Aegis Capital  July 2014 - December 2014
Merrill Lynch   October 2012 - June 2014
Merrill Lynch   November 2009 - October 2012
BlackRock  May 2007 - July 2007

Skills
Equities, Series 7, Microsoft Office, Financial Analysis, Microsoft Excel, Research, Securities, Funding, Microsoft Word, Customer Service, Business Process, Series 24, Asset Allocation, Leadership, Compliance, Excel, Word, Problem Solving, Customer Relations, Series 66, Salesforce.com, salesforce, Alternative Investments, Real Estate investment, Investments, Mutual Funds, Finance, Trading, Portfolio Management, Financial Services

Education
The College of Wooster   2005 — 2009
Bachelor of Arts (B.A.), American History (United States)

Blair Academy   2001 — 2005

Ivan Lee Ivan Lee Greater New York City Area Details
Ivan Lee's Merrill Lynch Experience September 2010 - December 2010
Job Associate at Macquarie Corporate & Asset Finance
Industry Venture Capital & Private Equity
Experience
Macquarie Corporate & Asset Finance   September 2014 - Present
J.P. Morgan   June 2013 - August 2014
College of William and Mary  August 2012 - December 2012
Sawaya Segalas & Co.   May 2012 - July 2012
Jefferies & Company  June 2011 - August 2011
Filtrona Filters  January 2011 - May 2011
Merrill Lynch   September 2010 - December 2010
Revolution LLC  June 2010 - August 2010
MS Technologies Corporation   May 2009 - August 2009

Education
The College of William and Mary - The Mason School of Business   2012 — 2013
Master of Accounting

The College of William and Mary   2008 — 2012
BBA, Finance, Accounting & Psychology

Thomas Jefferson High School for Science and Technology

Lester Wolfgang Lester Wolfgang United States Details
Lester Wolfgang's Merrill Lynch Experience November 2010 - September 2013
Job Senior Desktop Support Manager
Industry Computer Software
Experience
Morgan Stanley  June 2015 - Present
Deutsche Bank  April 2014 - May 2015
Deutsche Bank  September 2013 - April 2014
Merrill Lynch   November 2010 - September 2013
Merrill Lynch   July 2008 - November 2010
Nesbit Systems, Inc   2006 - 2008

Skills
Quality Assurance, Servers, Troubleshooting, Business Analysis, Technical Support, Desktop Application..., Desktop Support..., Log Analysis, Remote User Support, Client-focused, Vendor Management Skills, Server Support, Active Directory..., Technical Resource..., Group Policy, Queue Management, Root Cause Analysis, Process Improvement, Process Design, Malware Analysis, Level 3 Support, LAN-WAN, HTTP, Windows XP Pro, Microsoft Office 2007, Outlook, ITIL, XP, Active Directory, Operating Systems, Help Desk Support, Unix, Windows 7, Microsoft Exchange, Data Center, BMC Remedy, IT Management, IT Strategy, IT Operations, Enterprise Architecture, Infrastructure, SDLC, Information Technology, Vendor Management, IT Service Management, System Deployment, Citrix, Incident Management, Windows Server, VMware

Education
The College of New Jersey   2004 — 2008
BS, Computer Science

Mark Aziz Mark Aziz Greater New York City Area Details
Mark Aziz's Merrill Lynch Experience May 2015 - Present
Job AVP/Internal Wealth Management Specialist, Managed Solutions Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2015 - Present
Bank of America/Merrill Lynch  January 2014 - Present
Bank of America/Merrill Lynch  June 2012 - Present
TEKsystems  December 2011 - May 2012
Sr. National Team   May 2011 - September 2011
Zamalek Sporting Club   September 2009 - February 2011

Skills
Series 7, Series 66

Education
The College of New Jersey   2004 — 2008
Interdisciplinary Business

Lauren Laverty Lauren Laverty Greater New York City Area Details
Lauren Laverty's Merrill Lynch Experience 2007 - 2007
Job Market Risk Associate at Rabobank
Industry Financial Services
Experience
Rabobank  September 2012 - Present
JPMorgan Chase  May 2011 - September 2012
Bank Financial Services Group  2009 - 2011
BlackRock  2008 - 2008
Merrill Lynch   2007 - 2007
Ruder Finn  2007 - 2007

Skills
Risk Management, Microsoft Excel, Market Risk, Financial Risk, Risk Assessment, Derivatives, Investment Banking, Reporting & Analysis, Financial Regulation, Financial Reporting, Capital Markets, Risk Analysis, Banking, Client Presentation, Bloomberg, Forecasting, Sales, Financial Analysis, Employee Benefits, Team Leadership, Financial Modeling, Portfolio Management, Finance, Bloomberg Terminal, CFTC, Regulatory Submissions, Asset Management, Investments

Education
The College of New Jersey   2005 — 2009
BS, Finance, Spanish

Notre Dame   2001 — 2005

Robert Giaimo Robert Giaimo Greater New York City Area Details
Robert Giaimo's Merrill Lynch Experience January 2000 - January 2001
Job Finance accounting and analysis at RevenueGuard
Industry Financial Services
Experience
Revenue-Guard   January 2012 - Present
Private  2009 - 2011
Assent  January 2007 - January 2009
Wachovia, A Wells Fargo Company  January 2005 - January 2008
Merrill Lynch   January 2000 - January 2001

Skills
Asset Allocation, Managerial Finance, Strategic Financial..., Finance, Equity Trading, Financial Advisory, Alternative Investments, Business Valuation, Financial Analysis

Education
The College of New Jersey   1996 — 2000
B.S., Finance, Economics

Jeffrey Ferrari Jeffrey Ferrari Greater New York City Area Details
Jeffrey Ferrari's Merrill Lynch Experience 2000 - 2008
Job Experience Financial Services Professional
Industry Financial Services
Experience
Bank of America Merrill Lynch  2000 - Present
Merrill Lynch   2000 - 2008
Prudential Investments  July 1997 - May 2000

Skills
Bloomberg, Excel, pow, fixed, Equities, bonds, Foreign Investment, Euroclear, SWIFT messaging, DTC, Reconciliation, Account Reconciliation, Client Service, Client Relationship..., Client Interfacing, reporting, Six Sigma, black bel, Series 7, Series 63, Bonds, Client Services, Trading

Education
The College of New Jersey   1991 — 1995
Bachelor of Science

Stephanie (Ratushny) Burke Stephanie (Ratushny) Burke Greater New York City Area Details
Stephanie (Ratushny) Burke's Merrill Lynch Experience June 2008 - September 2009
Job Operations at Brigade Capital Management
Industry Financial Services
Experience
Brigade Capital Management, LP  May 2015 - Present
BlueCrest Capital Management  July 2013 - May 2015
BlueCrest Capital Management, LLP  September 2012 - July 2013
Nomura Securities  September 2009 - September 2012
Merrill Lynch   June 2008 - September 2009
Merrill Lynch   July 2007 - June 2008

Education
The College of New Jersey   2003 — 2007
Bachelor of Science (B.S.)

Melody Farrow Melody Farrow San Jose, California Details
Melody Farrow's Merrill Lynch Experience 2001 - 2003
Job Family Room Specialist at Apple
Industry Consumer Electronics
Experience
The Oliver Group, Inc.   January 2008 - Present
Apple  September 2013 - January 2015
Apple  November 2007 - September 2013
Apple  October 2009 - July 2010
M&T Realty Capital Corporation  July 2003 - December 2006
Merrill Lynch   2001 - 2003

Skills
iLife, iOS, iWork, OS X, iPhone, Troubleshooting, Creativity, HTML, Unix Shell Scripting, Unix Operating Systems, Windows, Quality Assurance, User Experience, Software Documentation, CSS, Networking, Technical Support, Mac, Mac OS, Hardware, iPad, Mobile Devices

Education
Foothill College   2008 — 2009
Computer Science

The Community College of Baltimore County   2005 — 2007
Computer Science

Victoria (Cavert) Foster Victoria (Cavert) Foster Albany, New York Area Details
Victoria (Cavert) Foster's Merrill Lynch Experience November 2009 - March 2010
Job Account Executive at CDPHP
Industry Insurance
Experience
CDPHP  July 2013 - Present
CDPHP  January 2011 - July 2013
Merrill Lynch   November 2009 - March 2010
UCB  January 2007 - September 2009
Eisai, Inc.   April 1999 - February 2007
Kaiser Permanente  February 1995 - April 1999
Key Brokerage Co   January 1992 - January 1995

Skills
Managed Care, Insurance, Pharmaceutical Sales, Business Development, Product Innovation, Pharmaceutical Sales..., Series 7, Proposal Writing

Education
The College of Saint Rose   1988 — 1992
Bachelor's degree, Business Administration, Finance/Economics

Burnt Hills Ballston Lake High school   1983 — 1986

Jonathan Currie Jonathan Currie United States Details
Jonathan Currie's Merrill Lynch Experience August 2014 - Present
Job
Industry
Experience
Merrill Lynch   August 2014 - Present
Hunterdon County Department of Public Safety - Communications   October 2009 - August 2014

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Event Planning, Social Media

Education
The College of New Jersey   2005 — 2009
Bachelor of Arts (B.A.), History, 3.52

Anthony Del Brocco Anthony Del Brocco Albany, New York Area Details
Anthony Del Brocco's Merrill Lynch Experience
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  

Skills
Finance

Education
The College of Saint Rose
MBA

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