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
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
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
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
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
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
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
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
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
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
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
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
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
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
Deutsche Bank May 2003 - Present
Merrill Lynch 1984 - 2003
Education
The College of New Jersey 1980 — 1984
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
Thomson Reuters September 2003 - Present
Merrill Lynch February 1997 - September 2003
Education
The College of Wooster 1980 — 1984
BA, Business Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
Merrill Lynch
Skills
Finance
Education
The College of Saint Rose
MBA