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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Merrill Lynch Employees
Employee
Years
Job
Industry
Curtiss A. LaCross, CRPC®, C(k)P® Curtiss A. LaCross, CRPC®, C(k)P®'s Merrill Lynch Experience January 2007 - February 2015
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2015 - Present
Merrill Lynch January 2007 - February 2015
Education
The Culinary Institute of America 1987 — 1989
A.O.S., Culinary Arts
RBC Wealth Management February 2015 - Present
Merrill Lynch January 2007 - February 2015
Education
The Culinary Institute of America 1987 — 1989
A.O.S., Culinary Arts
Peter Weitz Peter Weitz's Merrill Lynch Experience July 2003 - June 2009
Job Experienced 401(K) Expert and Radio Talk Show Host at The In Black and Weitz Radio Show
Industry Financial Services
Experience
Fusion Analytics Investment Partners June 2009 - Present
The In Black and Weitz Radio Show January 2014 - Present
Impact Broward 2006 - 2013
Merrill Lynch July 2003 - June 2009
Cushman & Wakefield January 2000 - July 2003
Skills
Investments, Finance, Strategic Financial..., Capital Markets, Small Business, Financial Planners, Business Development, 401k Rollovers, Talk Radio, Strategy, Management, Portfolio Management, Financial Services, Strategic Planning, Securities, Wealth Management, Start-ups, Training, Fixed Income, Financial Analysis, Marketing, Asset Management, Investment Advisory, Financial Planning, Compliance, Managerial Finance, Venture Capital, Equity Research, Public Speaking, Investment Strategies, 401k, Leadership
Education
The George Washington University - School of Business 1993 — 1997
MBA, Finance
george washington university 1986 — 1990
Master of Business Administration (MBA), Finance, General
Longmeadow High School
Fusion Analytics Investment Partners June 2009 - Present
The In Black and Weitz Radio Show January 2014 - Present
Impact Broward 2006 - 2013
Merrill Lynch July 2003 - June 2009
Cushman & Wakefield January 2000 - July 2003
Skills
Investments, Finance, Strategic Financial..., Capital Markets, Small Business, Financial Planners, Business Development, 401k Rollovers, Talk Radio, Strategy, Management, Portfolio Management, Financial Services, Strategic Planning, Securities, Wealth Management, Start-ups, Training, Fixed Income, Financial Analysis, Marketing, Asset Management, Investment Advisory, Financial Planning, Compliance, Managerial Finance, Venture Capital, Equity Research, Public Speaking, Investment Strategies, 401k, Leadership
Education
The George Washington University - School of Business 1993 — 1997
MBA, Finance
george washington university 1986 — 1990
Master of Business Administration (MBA), Finance, General
Longmeadow High School
Benjamin Heldman Benjamin Heldman's Merrill Lynch Experience June 2011 - August 2011
Job Credit Analyst at TD Bank
Industry Financial Services
Experience
TD July 2013 - Present
Hamilton Point Investments June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Eastern Union Funding November 2010 - April 2011
Skills
Loans, Managerial Finance
Education
The George Washington University 2009 — 2013
Bachelor; Concentrating, Business Administration; Finance
argus
argus
TD July 2013 - Present
Hamilton Point Investments June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Eastern Union Funding November 2010 - April 2011
Skills
Loans, Managerial Finance
Education
The George Washington University 2009 — 2013
Bachelor; Concentrating, Business Administration; Finance
argus
argus
Ipermachos Makris, PMP, MBA Ipermachos Makris, PMP, MBA's Merrill Lynch Experience November 2001 - August 2003
Job at
Industry Market Research
Experience
JPMorgan Chase & Co. June 2015 - Present
The Palms of Treasure Island 2010 - Present
Nielsen September 2011 - May 2015
HSBC March 2009 - September 2011
HSBC August 2005 - March 2009
CoreLab Partners, Inc. (formerly RadPharm March 2004 - May 2005
MphasiS Consulting September 2003 - January 2004
Merrill Lynch November 2001 - August 2003
Merrill Lynch April 2000 - October 2001
Merrill Lynch June 1997 - March 2000
Skills
Software Project..., Program Management, SDLC, PMP, Business Analysis, Requirements Analysis, PMO, Vendor Management, Six Sigma, Project Portfolio..., Technology Management, Management, ERP, Project Management, IT Strategy, Resource Management, MS Project, Visio, Software Development, Business Process
Education
The George Washington University
Master's, Project Management
State University of New York at Albany 1995 — 1997
MBA, Management Science and Information Systems
The University of Texas at Austin 1992 — 1995
B.S, Computer Sciences
American Academy Larnaca
JPMorgan Chase & Co. June 2015 - Present
The Palms of Treasure Island 2010 - Present
Nielsen September 2011 - May 2015
HSBC March 2009 - September 2011
HSBC August 2005 - March 2009
CoreLab Partners, Inc. (formerly RadPharm March 2004 - May 2005
MphasiS Consulting September 2003 - January 2004
Merrill Lynch November 2001 - August 2003
Merrill Lynch April 2000 - October 2001
Merrill Lynch June 1997 - March 2000
Skills
Software Project..., Program Management, SDLC, PMP, Business Analysis, Requirements Analysis, PMO, Vendor Management, Six Sigma, Project Portfolio..., Technology Management, Management, ERP, Project Management, IT Strategy, Resource Management, MS Project, Visio, Software Development, Business Process
Education
The George Washington University
Master's, Project Management
State University of New York at Albany 1995 — 1997
MBA, Management Science and Information Systems
The University of Texas at Austin 1992 — 1995
B.S, Computer Sciences
American Academy Larnaca
Francisco Canel's Merrill Lynch Experience May 2013 - August 2013
Job at Sabadell United Bank
Industry Investment Banking
Experience
Santander Private Banking International June 2015 - Present
Sabadell United Bank June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Social Media, Business Planning, Engineering, Marketing, Finance, financial analysis, Financial Accounting, Sports, Economics, Financial Analysis, Analysis, Financial Modeling, Bloomberg, Valuation, Microsoft Excel, Microsoft Word, Research, Public Speaking, Social Media Marketing, Social Networking
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Business
Santander Private Banking International June 2015 - Present
Sabadell United Bank June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Social Media, Business Planning, Engineering, Marketing, Finance, financial analysis, Financial Accounting, Sports, Economics, Financial Analysis, Analysis, Financial Modeling, Bloomberg, Valuation, Microsoft Excel, Microsoft Word, Research, Public Speaking, Social Media Marketing, Social Networking
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Business
Alexandra Waldron Alexandra Waldron's Merrill Lynch Experience March 2013 - February 2014
Job Office Manager at ElectricMan, Inc.
Industry Electrical/Electronic Manufacturing
Experience
ElectricMan Inc. April 2014 - Present
Merrill Lynch March 2013 - February 2014
Nordstrom February 2013 - March 2013
Nordstrom September 2012 - February 2013
Nordstrom May 2011 - September 2012
Nordstrom November 2009 - April 2011
George Washington University September 2006 - May 2009
Skills
Merchandising, Telephone Skills, Data Entry, Customer Service, Outlook, Sales Management, Department Management, Technology, BMC Remedy, Facebook, Management, PowerPoint, Time Management, Sales, Social Networking
Education
The George Washington University 2005 — 2009
Bachelor of Arts (B.A.), Music
ElectricMan Inc. April 2014 - Present
Merrill Lynch March 2013 - February 2014
Nordstrom February 2013 - March 2013
Nordstrom September 2012 - February 2013
Nordstrom May 2011 - September 2012
Nordstrom November 2009 - April 2011
George Washington University September 2006 - May 2009
Skills
Merchandising, Telephone Skills, Data Entry, Customer Service, Outlook, Sales Management, Department Management, Technology, BMC Remedy, Facebook, Management, PowerPoint, Time Management, Sales, Social Networking
Education
The George Washington University 2005 — 2009
Bachelor of Arts (B.A.), Music
David Sagalov's Merrill Lynch Experience August 2007 - March 2009
Job Customer Success at Greenhouse Software
Industry Internet
Experience
Dorm Room Fund May 2014 - June 2015
Core Innovation Capital May 2014 - August 2014
Jefferies January 2011 - May 2013
Jefferies April 2009 - December 2010
Merrill Lynch August 2007 - March 2009
Merrill Lynch International June 2006 - August 2006
Skills
Valuation, Due Diligence, Investment Banking, Capital Markets, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Venture Capital, Investments, Private Equity, Equities, Start-ups, Bloomberg, Financial Analysis, Strategy, Business Strategy, Entrepreneurship, Management, Analysis, Data Analysis, Corporate Finance, Project Management, Competitive Analysis, Business Development, Strategic Planning, Leadership, Bonds, Economics, Analytics, Market Research, Research
Education
Haas School of Business, UC Berkeley 2013 — 2015
MBA Candidate
The George Washington University 2003 — 2007
BBA, Finance and International Business
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, Economics
Dorm Room Fund May 2014 - June 2015
Core Innovation Capital May 2014 - August 2014
Jefferies January 2011 - May 2013
Jefferies April 2009 - December 2010
Merrill Lynch August 2007 - March 2009
Merrill Lynch International June 2006 - August 2006
Skills
Valuation, Due Diligence, Investment Banking, Capital Markets, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Venture Capital, Investments, Private Equity, Equities, Start-ups, Bloomberg, Financial Analysis, Strategy, Business Strategy, Entrepreneurship, Management, Analysis, Data Analysis, Corporate Finance, Project Management, Competitive Analysis, Business Development, Strategic Planning, Leadership, Bonds, Economics, Analytics, Market Research, Research
Education
Haas School of Business, UC Berkeley 2013 — 2015
MBA Candidate
The George Washington University 2003 — 2007
BBA, Finance and International Business
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, Economics
Daniel Jabbour's Merrill Lynch Experience January 2014 - August 2014
Job Graduate of the George Washington UniversityBusiness Administration
Industry Financial Services
Experience
Merrill Lynch January 2014 - August 2014
Merrill Lynch June 2012 - September 2012
Skills
Wealth Management, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Customer Service, Leadership, Research, Financial Analysis, Data Analysis
Education
The George Washington University 2011 — 2015
Bachelor's Degree, Finance, General, 3.8
Merrill Lynch January 2014 - August 2014
Merrill Lynch June 2012 - September 2012
Skills
Wealth Management, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Customer Service, Leadership, Research, Financial Analysis, Data Analysis
Education
The George Washington University 2011 — 2015
Bachelor's Degree, Finance, General, 3.8
Mark Bluestein Mark Bluestein's Merrill Lynch Experience January 1991 - February 2001
Job Managing Director Investment Officer at Bluestein Wealth Management Group of Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. June 2007 - Present
Morgan Stanley March 2001 - June 2007
Merrill Lynch January 1991 - February 2001
Skills
Finance, Investment Planning, Investments, Financial Services, Financial Advisory, Securities, Retirement Planning, Equities
Education
The George Washington University - School of Business 1988 — 1990
Bachelor of Arts (BA), Business / Political Science
Wells Fargo Advisors, LLC. June 2007 - Present
Morgan Stanley March 2001 - June 2007
Merrill Lynch January 1991 - February 2001
Skills
Finance, Investment Planning, Investments, Financial Services, Financial Advisory, Securities, Retirement Planning, Equities
Education
The George Washington University - School of Business 1988 — 1990
Bachelor of Arts (BA), Business / Political Science
Chrissie Grasso Chrissie Grasso's Merrill Lynch Experience January 2007 - May 2007
Job Vista Sotheby's International Realty
Industry Real Estate
Experience
Vista Sotheby's International Realty June 2015 - Present
South Bay Brokers September 2014 - Present
Spruce Realty October 2011 - Present
NW Real Estate Brokers May 2013 - August 2014
Pioneer Futures Division of MF Global September 2007 - December 2012
Merrill Lynch January 2007 - May 2007
The New York Mercantile Exchange June 2006 - August 2006
The Honorable Congressman Eliot Engel January 2006 - May 2006
Skills
Real Estate Development, Property Management, Investments, Real Estate, Real Estate Transactions, Investment Properties, Options, Asset Management, Portfolio Management, Trading Strategies, Electronic Trading, Proprietary Trading, Equity Trading, Finance, Sellers, Trading Systems, Trading, Negotiation, Residential Homes, Bloomberg Terminal, Technical Analysis, Commodity, Investors, First Time Home Buyers, Bloomberg, Financial Markets, Single Family Homes, Rentals, Relocation, Selling, Buyer Representation, Condos, Valuation, Sales
Education
The George Washington University 2003 — 2007
Friends Academy 2000 — 2003
Vista Sotheby's International Realty June 2015 - Present
South Bay Brokers September 2014 - Present
Spruce Realty October 2011 - Present
NW Real Estate Brokers May 2013 - August 2014
Pioneer Futures Division of MF Global September 2007 - December 2012
Merrill Lynch January 2007 - May 2007
The New York Mercantile Exchange June 2006 - August 2006
The Honorable Congressman Eliot Engel January 2006 - May 2006
Skills
Real Estate Development, Property Management, Investments, Real Estate, Real Estate Transactions, Investment Properties, Options, Asset Management, Portfolio Management, Trading Strategies, Electronic Trading, Proprietary Trading, Equity Trading, Finance, Sellers, Trading Systems, Trading, Negotiation, Residential Homes, Bloomberg Terminal, Technical Analysis, Commodity, Investors, First Time Home Buyers, Bloomberg, Financial Markets, Single Family Homes, Rentals, Relocation, Selling, Buyer Representation, Condos, Valuation, Sales
Education
The George Washington University 2003 — 2007
Friends Academy 2000 — 2003
Emily Roccheggiani Emily Roccheggiani's Merrill Lynch Experience August 2007 - November 2010
Job VP Sales & Business Development Adyen
Industry Information Technology and Services
Experience
Adyen May 2015 - Present
Austin FinTech June 2014 - Present
MicroVentures May 2014 - May 2015
G-51 Capital Management August 2013 - May 2014
Austin Technology Incubator May 2013 - May 2014
Navigant Consulting May 2011 - April 2013
Merrill Lynch August 2007 - November 2010
Skills
Investments, Portfolio Management, Financial Modeling, Wealth Management, Financial Analysis, Securities, Strategic Financial..., Investment Strategies, Asset Managment, Business Strategy, Entrepreneurship, Business Development, Product Management, Mergers & Acquisitions, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Masters Degree, Master of Science in Technology Commercialization
The George Washington University - School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Universita' Commerciale Luigi Bocconi
Economics
Adyen May 2015 - Present
Austin FinTech June 2014 - Present
MicroVentures May 2014 - May 2015
G-51 Capital Management August 2013 - May 2014
Austin Technology Incubator May 2013 - May 2014
Navigant Consulting May 2011 - April 2013
Merrill Lynch August 2007 - November 2010
Skills
Investments, Portfolio Management, Financial Modeling, Wealth Management, Financial Analysis, Securities, Strategic Financial..., Investment Strategies, Asset Managment, Business Strategy, Entrepreneurship, Business Development, Product Management, Mergers & Acquisitions, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Masters Degree, Master of Science in Technology Commercialization
The George Washington University - School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Universita' Commerciale Luigi Bocconi
Economics
Neil Sharma's Merrill Lynch Experience September 2013 - December 2013
Job Recent Graduate Seeking Employment in Statistical Research and Sports Analytics
Industry Research
Experience
Merrill Lynch September 2013 - December 2013
National Small Business Association January 2013 - May 2013
West End House Camp 2007 - 2013
SolSolution, Inc. May 2012 - July 2012
MIET Africa April 2012 - April 2012
Office of US Congressman Michael Capuano September 2011 - December 2011
Hult International Business School May 2010 - June 2011
NECN January 2011 - May 2011
The Patriot Ledger April 2009 - April 2009
Skills
Government, Finance, Economics, Research, Financial Analysis, Analysis, Budgets, Data Analysis, Leadership, Microsoft Excel, Risk Management, Strategic Planning, Strategy, PowerPoint, Microsoft Word, Social Media, Public Speaking
Education
The George Washington University 2009 — 2014
Bachelor of Arts (BA), Economics and History
Merrill Lynch September 2013 - December 2013
National Small Business Association January 2013 - May 2013
West End House Camp 2007 - 2013
SolSolution, Inc. May 2012 - July 2012
MIET Africa April 2012 - April 2012
Office of US Congressman Michael Capuano September 2011 - December 2011
Hult International Business School May 2010 - June 2011
NECN January 2011 - May 2011
The Patriot Ledger April 2009 - April 2009
Skills
Government, Finance, Economics, Research, Financial Analysis, Analysis, Budgets, Data Analysis, Leadership, Microsoft Excel, Risk Management, Strategic Planning, Strategy, PowerPoint, Microsoft Word, Social Media, Public Speaking
Education
The George Washington University 2009 — 2014
Bachelor of Arts (BA), Economics and History
Jordan Javier Jordan Javier's Merrill Lynch Experience June 2006 - August 2006
Job Economist and Entrepreneur
Industry Marketing and Advertising
Experience
Rach Events March 2011 - Present
Karma Home Designs February 2012 - Present
Bind.com November 2011 - Present
Bureau of Labor Statistics February 2009 - Present
PFS Investments, Inc February 2009 - February 2010
Alexandria City Public Schools October 2008 - November 2008
The Doumar Law Group January 2008 - May 2008
Merrill Lynch June 2006 - August 2006
United Nations June 2002 - August 2002
Skills
Bloomberg, SPSS, Spanish, Securities, PowerPoint, SAS, Budgets, Customer Service, Editing, English, Statistics, Russian, Entrepreneurship, Strategic Planning, Marketing, Marketing Strategy, Social Media Marketing, Project Management, Start-ups, Advertising, Event Planning, Economics, Event Management, Sales, Government, Lead Generation
Education
The George Washington University - School of Business 2009 — 2011
MBA, International Business, 3.64
The George Washington University 2004 — 2008
BA Economics/ BA International Affairs, Russian Language and Culture
Rach Events March 2011 - Present
Karma Home Designs February 2012 - Present
Bind.com November 2011 - Present
Bureau of Labor Statistics February 2009 - Present
PFS Investments, Inc February 2009 - February 2010
Alexandria City Public Schools October 2008 - November 2008
The Doumar Law Group January 2008 - May 2008
Merrill Lynch June 2006 - August 2006
United Nations June 2002 - August 2002
Skills
Bloomberg, SPSS, Spanish, Securities, PowerPoint, SAS, Budgets, Customer Service, Editing, English, Statistics, Russian, Entrepreneurship, Strategic Planning, Marketing, Marketing Strategy, Social Media Marketing, Project Management, Start-ups, Advertising, Event Planning, Economics, Event Management, Sales, Government, Lead Generation
Education
The George Washington University - School of Business 2009 — 2011
MBA, International Business, 3.64
The George Washington University 2004 — 2008
BA Economics/ BA International Affairs, Russian Language and Culture
Scott Lehtonen, CFA Scott Lehtonen, CFA's Merrill Lynch Experience September 2007 - December 2007
Job Consultant at MarketSmith, Incorporated
Industry Financial Services
Experience
MarketSmith, Incorporated April 2010 - Present
Scottrade July 2008 - April 2010
Merrill Lynch September 2007 - December 2007
Skills
Trading, Equities, Research, Fundamental Analysis, Technical Analysis, Economics, Investments, Market Research, Asset Management, Equity Research, Finance, Portfolio Management, Analysis, Financial Modeling
Education
The George Washington University 2004 — 2008
Bachelor's degree, International Relations and Affairs
MarketSmith, Incorporated April 2010 - Present
Scottrade July 2008 - April 2010
Merrill Lynch September 2007 - December 2007
Skills
Trading, Equities, Research, Fundamental Analysis, Technical Analysis, Economics, Investments, Market Research, Asset Management, Equity Research, Finance, Portfolio Management, Analysis, Financial Modeling
Education
The George Washington University 2004 — 2008
Bachelor's degree, International Relations and Affairs
Sean Walker Connelly Sean Walker Connelly's Merrill Lynch Experience June 2014 - Present
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Bloomberg LP July 2013 - May 2014
KPMG January 2013 - June 2013
Blue Crab Financial Partners January 2012 - January 2013
Bluefire Capital June 2010 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Trade Development, Exchange Traded..., Dark Pools, Commodity Markets, Sub-Saharan Africa, Bloomberg
Education
The George Washington University 2009 — 2013
Bachelor's degree, International Relations and Affairs
New Trier High School
Merrill Lynch June 2014 - Present
Bloomberg LP July 2013 - May 2014
KPMG January 2013 - June 2013
Blue Crab Financial Partners January 2012 - January 2013
Bluefire Capital June 2010 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Trade Development, Exchange Traded..., Dark Pools, Commodity Markets, Sub-Saharan Africa, Bloomberg
Education
The George Washington University 2009 — 2013
Bachelor's degree, International Relations and Affairs
New Trier High School
Casey Warner's Merrill Lynch Experience May 2010 - May 2011
Job Auxiliar de conversación at IES Jándula
Industry International Affairs
Experience
IES Jandula October 2013 - Present
TransPerfect April 2012 - September 2013
TransPerfect June 2011 - April 2012
Merrill Lynch May 2010 - May 2011
City Sports June 2010 - September 2010
Giant Food June 2009 - August 2009
Skills
Project Management, Proofreading, Translation, Project Planning, Time Management, Teamwork, Analysis
Education
The George Washington University 2007 — 2011
BBA, International Business
IES Jandula October 2013 - Present
TransPerfect April 2012 - September 2013
TransPerfect June 2011 - April 2012
Merrill Lynch May 2010 - May 2011
City Sports June 2010 - September 2010
Giant Food June 2009 - August 2009
Skills
Project Management, Proofreading, Translation, Project Planning, Time Management, Teamwork, Analysis
Education
The George Washington University 2007 — 2011
BBA, International Business
Lauren Rosalanko Lauren Rosalanko's Merrill Lynch Experience January 2014 - April 2014
Job Graduate Training Program Analyst at UBS Wealth Management Americas
Industry Financial Services
Experience
TrackMaven January 2015 - Present
UBS Wealth Management August 2015 - Present
cove.is January 2014 - May 2015
The George Washington University October 2011 - May 2015
UBS Wealth Management June 2014 - August 2014
Merrill Lynch January 2014 - April 2014
The Edgar Lomax Company May 2013 - August 2013
VFS Global Services January 2012 - April 2013
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Excel, SPSS, Microsoft Word, QuickBooks, Time Management, Editing, Leadership, FactSet, Research, Community Outreach, Blogging, Customer Service
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Moses Brown School 2007 — 2011
High School Diploma
TrackMaven January 2015 - Present
UBS Wealth Management August 2015 - Present
cove.is January 2014 - May 2015
The George Washington University October 2011 - May 2015
UBS Wealth Management June 2014 - August 2014
Merrill Lynch January 2014 - April 2014
The Edgar Lomax Company May 2013 - August 2013
VFS Global Services January 2012 - April 2013
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Excel, SPSS, Microsoft Word, QuickBooks, Time Management, Editing, Leadership, FactSet, Research, Community Outreach, Blogging, Customer Service
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Moses Brown School 2007 — 2011
High School Diploma
Lipika Hayet's Merrill Lynch Experience December 2004 - June 2007
Job Counterparty Credit Risk Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae June 2013 - Present
Federal Reserve Board of Governors September 2012 - June 2013
Declaration Management & Research LLC July 2007 - October 2012
Merrill Lynch December 2004 - June 2007
Woodbury Financial Services August 2004 - November 2004
World Bank April 2003 - March 2004
Skills
Fixed Income, Bloomberg, Derivatives, Financial Analysis, Financial Modeling, Equities, Valuation, Portfolio Management, Capital Markets, Trading, Credit, Securities, VBA, Risk Management, Banking, Research, Finance, Access, SAS, Asset Management, Investments, Insurance, Quantitative Analysis, Analysis, Asset Managment, Excel, Matlab, Visio, Collateral Management, Portfolio Optimization, Bonds, Economics, Corporate Finance, Financial Reporting, Statistics, Alternative Investments, Investment Banking, Microsoft Excel, Word, PowerPoint, Hindi, Bengali, Urdu, Financial Planning, Funding, Microsoft Office, Morningstar, FX, Asset Allocation, Customer Relations
Education
The George Washington University 2010 — 2012
Masters of Science, Finance
The George Washington University 2000 — 2003
Bachelor, Business Administration, Management Information Systems
Fannie Mae June 2013 - Present
Federal Reserve Board of Governors September 2012 - June 2013
Declaration Management & Research LLC July 2007 - October 2012
Merrill Lynch December 2004 - June 2007
Woodbury Financial Services August 2004 - November 2004
World Bank April 2003 - March 2004
Skills
Fixed Income, Bloomberg, Derivatives, Financial Analysis, Financial Modeling, Equities, Valuation, Portfolio Management, Capital Markets, Trading, Credit, Securities, VBA, Risk Management, Banking, Research, Finance, Access, SAS, Asset Management, Investments, Insurance, Quantitative Analysis, Analysis, Asset Managment, Excel, Matlab, Visio, Collateral Management, Portfolio Optimization, Bonds, Economics, Corporate Finance, Financial Reporting, Statistics, Alternative Investments, Investment Banking, Microsoft Excel, Word, PowerPoint, Hindi, Bengali, Urdu, Financial Planning, Funding, Microsoft Office, Morningstar, FX, Asset Allocation, Customer Relations
Education
The George Washington University 2010 — 2012
Masters of Science, Finance
The George Washington University 2000 — 2003
Bachelor, Business Administration, Management Information Systems
Jed Fluxman Jed Fluxman's Merrill Lynch Experience June 2010 - August 2010
Job Manager of Operations BWMI, Inc at Steiner Leisure Limited
Industry Health, Wellness and Fitness
Experience
Steiner Leisure Limited May 2012 - Present
J.P. Morgan October 2011 - May 2012
Thomas D. Wood & Company August 2011 - October 2011
Merrill Lynch June 2010 - August 2010
Credit Suisse June 2009 - August 2009
CAPRETTO SHOE STORE June 2007 - July 2008
ALF'S GOLF SHOP May 2005 - August 2007
FOOD NETWORK April 2007 - May 2007
Skills
Investments, Portfolio Management, Excel, PowerPoint, Word, Operations Management, P & L Management, Contract Negotiation, Purchasing, Customer Service, Sales Management, Direct Marketing, Online Advertising, Hiring Employees, Train Staff, Microsoft Excel, Microsoft Word, Sales, Business Development, Finance, Social Media, Social Media Marketing, Online Marketing, Social Networking, Retail, Financial Analysis, New Business Development, Marketing Strategy, Marketing, Team Building, Direct Sales, Marketing Communications, Data Analysis, P
Education
The George Washington University - School of Business 2007 — 2011
BBA, International Business
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, International Business
University of New South Wales 2010 — 2010
International Finance and Marketing
Miami Country Day 2003 — 2007
Steiner Leisure Limited May 2012 - Present
J.P. Morgan October 2011 - May 2012
Thomas D. Wood & Company August 2011 - October 2011
Merrill Lynch June 2010 - August 2010
Credit Suisse June 2009 - August 2009
CAPRETTO SHOE STORE June 2007 - July 2008
ALF'S GOLF SHOP May 2005 - August 2007
FOOD NETWORK April 2007 - May 2007
Skills
Investments, Portfolio Management, Excel, PowerPoint, Word, Operations Management, P & L Management, Contract Negotiation, Purchasing, Customer Service, Sales Management, Direct Marketing, Online Advertising, Hiring Employees, Train Staff, Microsoft Excel, Microsoft Word, Sales, Business Development, Finance, Social Media, Social Media Marketing, Online Marketing, Social Networking, Retail, Financial Analysis, New Business Development, Marketing Strategy, Marketing, Team Building, Direct Sales, Marketing Communications, Data Analysis, P
Education
The George Washington University - School of Business 2007 — 2011
BBA, International Business
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, International Business
University of New South Wales 2010 — 2010
International Finance and Marketing
Miami Country Day 2003 — 2007
Nimish Puri Nimish Puri's Merrill Lynch Experience 2002 - 2005
Job Senior Business Consultant at Perficient
Industry Financial Services
Experience
Perficient 2014 - Present
West Monroe Partners 2013 - 2014
Morgan Stanley Wealth Management 2009 - 2013
Weil, Gotshal & Manges LLP 2005 - 2009
Merrill Lynch 2002 - 2005
PwC 1999 - 2002
Coopers & Lybrand Consulting 1995 - 1999
McClendon System Automation 1990 - 1994
Skills
Manage enterprise-level..., Plan, budget, and..., Partner with and manage..., Lead global,..., MS Project, Office,..., Cross-functional Team..., Requirements Analysis, Integration, Project Portfolio..., PMP, Financial Services, Management, ITIL, Project Planning, Strategy, Leadership, Management Consulting, Governance, Outsourcing, Business Process...
Education
The George Washington University 1992 — 1995
MBA, Finance
University of Maryland College Park 1986 — 1990
B.Sc., Computer Science
Perficient 2014 - Present
West Monroe Partners 2013 - 2014
Morgan Stanley Wealth Management 2009 - 2013
Weil, Gotshal & Manges LLP 2005 - 2009
Merrill Lynch 2002 - 2005
PwC 1999 - 2002
Coopers & Lybrand Consulting 1995 - 1999
McClendon System Automation 1990 - 1994
Skills
Manage enterprise-level..., Plan, budget, and..., Partner with and manage..., Lead global,..., MS Project, Office,..., Cross-functional Team..., Requirements Analysis, Integration, Project Portfolio..., PMP, Financial Services, Management, ITIL, Project Planning, Strategy, Leadership, Management Consulting, Governance, Outsourcing, Business Process...
Education
The George Washington University 1992 — 1995
MBA, Finance
University of Maryland College Park 1986 — 1990
B.Sc., Computer Science
Michael Potolicchio Michael Potolicchio's Merrill Lynch Experience June 2009 - March 2010
Job Senior Analyst at Aronson Capital Partners
Industry Investment Banking
Experience
Aronson Capital Partners August 2014 - Present
Patriot Capital, L.P. July 2011 - August 2014
Bengur Bryan & Co July 2011 - August 2014
Deloitte Consulting July 2010 - July 2011
Merrill Lynch June 2009 - March 2010
UBS Wealth Management December 2007 - May 2009
Skills
Financial Modeling, Financial Analysis, Private Equity, Investments, Finance, Investment Banking, Equities, Mergers & Acquisitions, Valuation, Forecasting, Due Diligence
Education
The George Washington University 2006 — 2010
BBA, Finance and Marketing
The George Washington University - School of Business 2006 — 2010
The London School of Economics and Political Science (LSE) 2008 — 2008
Corporate Law and Governance
Landon school
Aronson Capital Partners August 2014 - Present
Patriot Capital, L.P. July 2011 - August 2014
Bengur Bryan & Co July 2011 - August 2014
Deloitte Consulting July 2010 - July 2011
Merrill Lynch June 2009 - March 2010
UBS Wealth Management December 2007 - May 2009
Skills
Financial Modeling, Financial Analysis, Private Equity, Investments, Finance, Investment Banking, Equities, Mergers & Acquisitions, Valuation, Forecasting, Due Diligence
Education
The George Washington University 2006 — 2010
BBA, Finance and Marketing
The George Washington University - School of Business 2006 — 2010
The London School of Economics and Political Science (LSE) 2008 — 2008
Corporate Law and Governance
Landon school
Michael Waterman's Merrill Lynch Experience May 2008 - July 2008
Job Vice President at Basin Supply
Industry Oil & Energy
Experience
Basin Supply June 2015 - Present
Basin Holdings September 2013 - May 2015
Barclays Capital June 2010 - July 2013
RBC Wealth Management September 2008 - September 2009
Congressional Research Service January 2009 - June 2009
Merrill Lynch May 2008 - July 2008
Skills
Bloomberg, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Financial Modeling, Fixed Income, Valuation, Economics, Bloomberg Terminal, Investment Banking
Education
The George Washington University 2007 — 2011
BS, Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Summer Program, Finance
Basin Supply June 2015 - Present
Basin Holdings September 2013 - May 2015
Barclays Capital June 2010 - July 2013
RBC Wealth Management September 2008 - September 2009
Congressional Research Service January 2009 - June 2009
Merrill Lynch May 2008 - July 2008
Skills
Bloomberg, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Financial Modeling, Fixed Income, Valuation, Economics, Bloomberg Terminal, Investment Banking
Education
The George Washington University 2007 — 2011
BS, Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Summer Program, Finance
Michael DiVerde's Merrill Lynch Experience May 1998 - July 2000
Job Regional Sales Director St Jude Medical, Inc.
Industry Hospital & Health Care
Experience
MDSAVE, Inc. March 2012 - Present
St Jude Medical May 2010 - Present
DiVerde Medical, Inc. January 2003 - Present
Boston Scientific November 2005 - May 2010
Guidant November 2005 - April 2007
Guidant 2000 - 2005
Merrill Lynch May 1998 - July 2000
Morgan Stanley June 1995 - May 1998
Acucobol January 1992 - May 1993
Skills
Financial Analysis, Cardiac Surgery, Interventional..., Medical Devices, Interventional Radiology, Selling, Cardiology, Clinical Research, Cross-functional Team..., Marketing, Capital Equipment, Sales Management, Hospitals, Market Development, CRM, Competitive Analysis, Healthcare, Operating Room, Surgery, Product Launch, Disposables, Sales
Education
University of San Diego School of Law 1993 — 1998
JD, Business Law
The George Washington University 1989 — 1992
BA, International Economics & Finance
MDSAVE, Inc. March 2012 - Present
St Jude Medical May 2010 - Present
DiVerde Medical, Inc. January 2003 - Present
Boston Scientific November 2005 - May 2010
Guidant November 2005 - April 2007
Guidant 2000 - 2005
Merrill Lynch May 1998 - July 2000
Morgan Stanley June 1995 - May 1998
Acucobol January 1992 - May 1993
Skills
Financial Analysis, Cardiac Surgery, Interventional..., Medical Devices, Interventional Radiology, Selling, Cardiology, Clinical Research, Cross-functional Team..., Marketing, Capital Equipment, Sales Management, Hospitals, Market Development, CRM, Competitive Analysis, Healthcare, Operating Room, Surgery, Product Launch, Disposables, Sales
Education
University of San Diego School of Law 1993 — 1998
JD, Business Law
The George Washington University 1989 — 1992
BA, International Economics & Finance
Peter Kirschenbaum Peter Kirschenbaum's Merrill Lynch Experience June 2008 - August 2008
Job Manager, Event Finance & Development at Barclays Center
Industry Financial Services
Experience
Barclays Center May 2015 - Present
Barclays Center January 2014 - April 2015
The Advisory Board Company May 2010 - December 2013
Cooper Square Realty, Inc. June 2009 - April 2010
U.S. House of Representatives March 2009 - May 2009
Merrill Lynch June 2008 - August 2008
CHESTER HARRIS & CO. May 2008 - August 2008
Washington Analysis January 2008 - May 2008
PGA TOUR May 2007 - August 2007
Skills
Salesforce.com, Microsoft Office, Microsoft Excel, Access, Analytics, Financial Analysis, Internal Audit, Data Integrity, Social Media, Data Analysis, Strategic Analytics, Ad Hoc Reporting, Marketing Analytics, Innovation, PowerPoint, Best Practices, Forecasting, Revenue Analysis, Revenue Forecasting, Management, Strategy, Analysis, Event Planning
Education
The George Washington University 2005 — 2009
BBA, Finance
New Canaan High School 2001 — 2005
High School Diploma
Barclays Center May 2015 - Present
Barclays Center January 2014 - April 2015
The Advisory Board Company May 2010 - December 2013
Cooper Square Realty, Inc. June 2009 - April 2010
U.S. House of Representatives March 2009 - May 2009
Merrill Lynch June 2008 - August 2008
CHESTER HARRIS & CO. May 2008 - August 2008
Washington Analysis January 2008 - May 2008
PGA TOUR May 2007 - August 2007
Skills
Salesforce.com, Microsoft Office, Microsoft Excel, Access, Analytics, Financial Analysis, Internal Audit, Data Integrity, Social Media, Data Analysis, Strategic Analytics, Ad Hoc Reporting, Marketing Analytics, Innovation, PowerPoint, Best Practices, Forecasting, Revenue Analysis, Revenue Forecasting, Management, Strategy, Analysis, Event Planning
Education
The George Washington University 2005 — 2009
BBA, Finance
New Canaan High School 2001 — 2005
High School Diploma
Kevin Tadmori's Merrill Lynch Experience September 2008 - May 2009
Job Global Marketing Solutions at Facebook
Industry Marketing and Advertising
Experience
Facebook January 2015 - Present
AdParlor Inc. March 2012 - December 2014
Novo Arts, Inc. August 2011 - March 2012
George Washington University January 2011 - May 2011
Life Time Fitness May 2010 - August 2010
Merrill Lynch September 2008 - May 2009
George Washington University September 2007 - May 2009
Skills
Microsoft Office, Adobe Creative Suite, SPSS, SAS, Google Analytics, Google Adwords, LexisNexis, Online Marketing, Marketing, Project Management, Online Advertising, Advertising, Facebook, Market Research, Marketing Communications
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Marketing and Finance
Governor Livingston High School 2003 — 2007
Facebook January 2015 - Present
AdParlor Inc. March 2012 - December 2014
Novo Arts, Inc. August 2011 - March 2012
George Washington University January 2011 - May 2011
Life Time Fitness May 2010 - August 2010
Merrill Lynch September 2008 - May 2009
George Washington University September 2007 - May 2009
Skills
Microsoft Office, Adobe Creative Suite, SPSS, SAS, Google Analytics, Google Adwords, LexisNexis, Online Marketing, Marketing, Project Management, Online Advertising, Advertising, Facebook, Market Research, Marketing Communications
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Marketing and Finance
Governor Livingston High School 2003 — 2007
Cecilia Gonzalez de Mendoza's Merrill Lynch Experience June 2011 - June 2011
Job Student at The George Washington University
Industry Design
Experience
Vicente Wolf Associates June 2014 - August 2014
B. Pila Design Studio May 2013 - July 2013
Merrill Lynch June 2011 - June 2011
Skills
AutoCAD, Microsoft Office, Photoshop, Hand Drafting, InDesign, Illustrator, Spanish-speaking, Public Speaking, Social Media, Research, Customer Service, PowerPoint, Social Networking
Education
The George Washington University 2011 — 2015
Bachelor of Fine Arts (B.F.A.), Interior Design
Ransom Everglades Upper School 2008 — 2011
Vicente Wolf Associates June 2014 - August 2014
B. Pila Design Studio May 2013 - July 2013
Merrill Lynch June 2011 - June 2011
Skills
AutoCAD, Microsoft Office, Photoshop, Hand Drafting, InDesign, Illustrator, Spanish-speaking, Public Speaking, Social Media, Research, Customer Service, PowerPoint, Social Networking
Education
The George Washington University 2011 — 2015
Bachelor of Fine Arts (B.F.A.), Interior Design
Ransom Everglades Upper School 2008 — 2011
Meredith Laurienzo Meredith Laurienzo's Merrill Lynch Experience September 2013 - December 2013
Job UBS Financial Services
Industry Financial Services
Experience
UBS July 2015 - Present
UBS Wealth Management September 2014 - May 2015
NFC Mortgage Co, LLC June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Stache Media/ Red Distribution August 2013 - December 2013
Paolino Properties June 2013 - August 2013
United States Senate May 2012 - August 2012
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
UBS July 2015 - Present
UBS Wealth Management September 2014 - May 2015
NFC Mortgage Co, LLC June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Stache Media/ Red Distribution August 2013 - December 2013
Paolino Properties June 2013 - August 2013
United States Senate May 2012 - August 2012
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Andrew Garber Andrew Garber's Merrill Lynch Experience 1986 - 2006
Job Certified Audi Brand Specialist
Industry Automotive
Experience
AUDI of Cherry Hill May 2014 - Present
Worth Outdoor llc 2008 - Present
MAR-VEL INTERNATIONAL July 2008 - January 2010
dio strategic marketing 2006 - 2008
Merrill Lynch 1986 - 2006
Skills
Marketing Strategy, Social Media Marketing, Advertising, Integrated Marketing, Marketing, Marketing Communications, New Business Development, Online Marketing, Digital Marketing, Social Media, Strategic Planning, Media Buying, Lead Generation, Digital Strategy, Email Marketing, Online Advertising, Start-ups, Sales Management, Competitive Analysis, Public Relations, Media Planning, Brand Development, Direct Marketing, Strategic Partnerships, Strategy, Business Development, Market Planning
Education
The George Washington University - School of Business 1980 — 1984
BBA, Marketing
Moorestown Friends 1976 — 1980
AUDI of Cherry Hill May 2014 - Present
Worth Outdoor llc 2008 - Present
MAR-VEL INTERNATIONAL July 2008 - January 2010
dio strategic marketing 2006 - 2008
Merrill Lynch 1986 - 2006
Skills
Marketing Strategy, Social Media Marketing, Advertising, Integrated Marketing, Marketing, Marketing Communications, New Business Development, Online Marketing, Digital Marketing, Social Media, Strategic Planning, Media Buying, Lead Generation, Digital Strategy, Email Marketing, Online Advertising, Start-ups, Sales Management, Competitive Analysis, Public Relations, Media Planning, Brand Development, Direct Marketing, Strategic Partnerships, Strategy, Business Development, Market Planning
Education
The George Washington University - School of Business 1980 — 1984
BBA, Marketing
Moorestown Friends 1976 — 1980
Chenxi Cherry Li Chenxi Cherry Li's Merrill Lynch Experience August 2014 - Present
Job Global Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
District Line Partners November 2013 - May 2014
Coleman Group Management Consulting June 2013 - August 2013
Sirius XM Radio Inc. February 2013 - May 2013
The George Washington University November 2012 - January 2013
RMG Selection June 2012 - August 2012
Cultural Tourism DC November 2011 - December 2011
AIESEC DC January 2011 - December 2011
Zhongda Futures June 2011 - July 2011
TIANMA INTERNATIONAL TRAVEL AGENCY July 2010 - August 2010
Skills
Chinese, Business Analysis, Microsoft Office, Business Development, HR Consulting, Recruiting, Marketing Strategy, Talent Management, Human Resources, Leadership Development, Mandarin, International Relations, Executive Search, Market Research, Microsoft Excel, Financial Analysis, Financial Modeling, Final Cut Pro, Financial Accounting, Marketing, Analysis, PowerPoint
Education
The George Washington University - School of Business 2011 — 2014
Bachelor, Business Administration-Finance, 3.83
The American University of Paris 2012 — 2012
Study Abroad Program, Business Administration
The Second High School Attached to Beijing Normal University 2007 — 2010
High School Diploma, Liberal Arts
Merrill Lynch August 2014 - Present
District Line Partners November 2013 - May 2014
Coleman Group Management Consulting June 2013 - August 2013
Sirius XM Radio Inc. February 2013 - May 2013
The George Washington University November 2012 - January 2013
RMG Selection June 2012 - August 2012
Cultural Tourism DC November 2011 - December 2011
AIESEC DC January 2011 - December 2011
Zhongda Futures June 2011 - July 2011
TIANMA INTERNATIONAL TRAVEL AGENCY July 2010 - August 2010
Skills
Chinese, Business Analysis, Microsoft Office, Business Development, HR Consulting, Recruiting, Marketing Strategy, Talent Management, Human Resources, Leadership Development, Mandarin, International Relations, Executive Search, Market Research, Microsoft Excel, Financial Analysis, Financial Modeling, Final Cut Pro, Financial Accounting, Marketing, Analysis, PowerPoint
Education
The George Washington University - School of Business 2011 — 2014
Bachelor, Business Administration-Finance, 3.83
The American University of Paris 2012 — 2012
Study Abroad Program, Business Administration
The Second High School Attached to Beijing Normal University 2007 — 2010
High School Diploma, Liberal Arts
Mitchell Slater Mitchell Slater's Merrill Lynch Experience 1987 - 2005
Job Financial Advisor SVP Wealth Management
Industry Financial Services
Experience
UBS Financial Services April 2010 - Present
Merrill Lynch 1987 - 2005
CNN August 1982 - August 1984
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Equities, Public Speaking, Financial Services, Fundraising, Fixed Income, Investor Relations, Risk Management, Financial Modeling, Philanthropy, Financial Analysis, Asset Management, Strategy, Financial Advisory, Finance, Series 7
Education
The George Washington University 1978 — 1982
BA, Political Communications
UBS Financial Services April 2010 - Present
Merrill Lynch 1987 - 2005
CNN August 1982 - August 1984
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Equities, Public Speaking, Financial Services, Fundraising, Fixed Income, Investor Relations, Risk Management, Financial Modeling, Philanthropy, Financial Analysis, Asset Management, Strategy, Financial Advisory, Finance, Series 7
Education
The George Washington University 1978 — 1982
BA, Political Communications
Daniel Mauri's Merrill Lynch Experience October 2013 - April 2014
Job Summer Analyst at Neuberger Berman
Industry
Experience
Neuberger Berman June 2015 - Present
UBS Wealth Management June 2014 - August 2014
Merrill Lynch October 2013 - April 2014
Electronic Ink June 2013 - August 2013
Skills
Research, Financial Modeling, Valuation, FactSet, Microsoft Excel, Management, Sales, PowerPoint, English, Outlook, Microsoft Word, Leadership, Windows, Microsoft Office, Customer Service, Spanish, Photoshop, Team Building, Morningstar, Cold Calling, Teaching, Client Prospecting
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Dual Concentration Finance and International Business, Dean's Honor List
Friends Select School 2008 — 2012
Neuberger Berman June 2015 - Present
UBS Wealth Management June 2014 - August 2014
Merrill Lynch October 2013 - April 2014
Electronic Ink June 2013 - August 2013
Skills
Research, Financial Modeling, Valuation, FactSet, Microsoft Excel, Management, Sales, PowerPoint, English, Outlook, Microsoft Word, Leadership, Windows, Microsoft Office, Customer Service, Spanish, Photoshop, Team Building, Morningstar, Cold Calling, Teaching, Client Prospecting
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Dual Concentration Finance and International Business, Dean's Honor List
Friends Select School 2008 — 2012
Kristen Packett Kristen Packett's Merrill Lynch Experience April 2006 - April 2007
Job Vice President, Finance & Administration
Industry Nonprofit Organization Management
Experience
Concern Worldwide US September 2014 - Present
Concern Worldwide June 2011 - September 2014
Lockheed Martin 2009 - 2011
Lockheed Martin 2007 - 2010
Merrill Lynch April 2006 - April 2007
United Nations High Commisioner for Refugees September 2005 - December 2005
Skills
Financial Modeling, Financial Analysis, Government Contracting, Managerial Finance, Forecasting, Budgets, DoD, Financial Reporting, Program Management, Project Management, Process Improvement, Clarizen, Citrix, International Project..., Integration, Analysis, Contract Negotiation, Cross-functional Team..., Management, Cost Benefit, Finance, Accounting, Project Planning, Strategy, Risk Management, Operations Management, Supply Chain Management, Change Management, Business Planning, Risk Assessment, Negotiation, Strategic Planning, Training, Management Consulting, Auditing, Business Process, Business Process..., Contract Management, Corporate Finance, Government, Leadership, Marketing, Performance Management, Proposal Writing, Team Leadership, Microsoft Excel
Education
The George Washington University
BBA, Business
The George Washington University
Bachelor's degree, Finance, General
Concern Worldwide US September 2014 - Present
Concern Worldwide June 2011 - September 2014
Lockheed Martin 2009 - 2011
Lockheed Martin 2007 - 2010
Merrill Lynch April 2006 - April 2007
United Nations High Commisioner for Refugees September 2005 - December 2005
Skills
Financial Modeling, Financial Analysis, Government Contracting, Managerial Finance, Forecasting, Budgets, DoD, Financial Reporting, Program Management, Project Management, Process Improvement, Clarizen, Citrix, International Project..., Integration, Analysis, Contract Negotiation, Cross-functional Team..., Management, Cost Benefit, Finance, Accounting, Project Planning, Strategy, Risk Management, Operations Management, Supply Chain Management, Change Management, Business Planning, Risk Assessment, Negotiation, Strategic Planning, Training, Management Consulting, Auditing, Business Process, Business Process..., Contract Management, Corporate Finance, Government, Leadership, Marketing, Performance Management, Proposal Writing, Team Leadership, Microsoft Excel
Education
The George Washington University
BBA, Business
The George Washington University
Bachelor's degree, Finance, General
Breck Montague Breck Montague's Merrill Lynch Experience 2007 - January 2014
Job Farming and Timber Management
Industry Financial Services
Experience
Montague Joint Venture 1988 - Present
Long Bridge Ordinary Foundation June 2005 - Present
Ware Episcopal Church January 2012 - January 2015
North River, LLC 1999 - November 2014
Merrill Lynch 2007 - January 2014
Gloucester Community Foundation 2002 - December 2013
A.G. Edwards & Sons, Inc. 2001 - 2007
Hannon Armstrong Capital, LLC 1984 - 2001
US Navy September 1968 - July 2000
Baldwin Brothers - Wealth Management 1979 - June 1984
Skills
Financial Advisor, Historic Preservation..., Navy Deep Sea Salvage..., Strategic Planning, Investments, Public Speaking, Strategic Financial..., Insurance, Customer Service, Series 7, Microsoft Excel, Marketing, Life Insurance, Small Business, Microsoft Office, Financial Analysis, Risk Management, Retirement Planning, Leadership, Portfolio Management, Wealth Management, Retirement, Asset Managment, Mutual Funds, Securities, Asset Allocation, Investment Advisory, Asset Management, Management, Alternative Investments, Finance, Financial Planning, Research
Education
The George Washington University 1973 — 1975
Master of Arts (M.A.), Public and International Affairs
Hampden-Sydney College 1966 — 1970
BA, Economics & English Lit.
George Washington University 1973 — 1975
MA, Public and International Affairs
University of Rhode Island 1975 — 1976
MA, Marine Affairs
Montague Joint Venture 1988 - Present
Long Bridge Ordinary Foundation June 2005 - Present
Ware Episcopal Church January 2012 - January 2015
North River, LLC 1999 - November 2014
Merrill Lynch 2007 - January 2014
Gloucester Community Foundation 2002 - December 2013
A.G. Edwards & Sons, Inc. 2001 - 2007
Hannon Armstrong Capital, LLC 1984 - 2001
US Navy September 1968 - July 2000
Baldwin Brothers - Wealth Management 1979 - June 1984
Skills
Financial Advisor, Historic Preservation..., Navy Deep Sea Salvage..., Strategic Planning, Investments, Public Speaking, Strategic Financial..., Insurance, Customer Service, Series 7, Microsoft Excel, Marketing, Life Insurance, Small Business, Microsoft Office, Financial Analysis, Risk Management, Retirement Planning, Leadership, Portfolio Management, Wealth Management, Retirement, Asset Managment, Mutual Funds, Securities, Asset Allocation, Investment Advisory, Asset Management, Management, Alternative Investments, Finance, Financial Planning, Research
Education
The George Washington University 1973 — 1975
Master of Arts (M.A.), Public and International Affairs
Hampden-Sydney College 1966 — 1970
BA, Economics & English Lit.
George Washington University 1973 — 1975
MA, Public and International Affairs
University of Rhode Island 1975 — 1976
MA, Marine Affairs
Carroll Swenson Carroll Swenson's Merrill Lynch Experience May 1983 - January 1990
Job SVP, Regional Managing Director at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank July 2009 - Present
Wachovia, A Wells Fargo Company January 1990 - October 2009
Merrill Lynch May 1983 - January 1990
Education
The George Washington University - School of Business 1992 — 1995
MBA, International Finance
Wake Forest University 1979 — 1983
B.S., Business
Wheaton High School
Wells Fargo Private Bank July 2009 - Present
Wachovia, A Wells Fargo Company January 1990 - October 2009
Merrill Lynch May 1983 - January 1990
Education
The George Washington University - School of Business 1992 — 1995
MBA, International Finance
Wake Forest University 1979 — 1983
B.S., Business
Wheaton High School
Jeff Barth Jeff Barth's Merrill Lynch Experience April 1986 - January 1989
Job Communication Practice Leader New Jersey / Philadelphia at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt April 2014 - Present
Aon Hewitt May 2000 - April 2014
Hewitt Associates January 1989 - May 2000
Merrill Lynch April 1986 - January 1989
Commerce Clearing House May 1984 - April 1986
Skills
Employee Benefits, HRO, Defined Benefit, COBRA, HR Consulting, Human Resources, Vendor Management, Benefits Administration, Health Insurance, 401k, Outsourcing, Performance Management, HRIS, BPO, Deferred Compensation, PeopleSoft, Incentive Programs, Employee Engagement, Talent Management
Education
The George Washington University 1980 — 1984
The Peddie School 1976 — 1980
High School
Aon Hewitt April 2014 - Present
Aon Hewitt May 2000 - April 2014
Hewitt Associates January 1989 - May 2000
Merrill Lynch April 1986 - January 1989
Commerce Clearing House May 1984 - April 1986
Skills
Employee Benefits, HRO, Defined Benefit, COBRA, HR Consulting, Human Resources, Vendor Management, Benefits Administration, Health Insurance, 401k, Outsourcing, Performance Management, HRIS, BPO, Deferred Compensation, PeopleSoft, Incentive Programs, Employee Engagement, Talent Management
Education
The George Washington University 1980 — 1984
The Peddie School 1976 — 1980
High School
H Keith Wallace H Keith Wallace's Merrill Lynch Experience June 2006 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Morgan Stanley May 1994 - June 2006
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, 401k Rollovers, Investments, Estate Planning, Finance, Series 7, Trust Services, Asset Allocation, Mutual Funds, Series 63
Education
The George Washington University 1984 — 1988
BBA, Finance
London School of Economics and Political Science
Junior Year Abroad, Economics
London School of Economics and Political Science
Semester Abroad, Economics
Central High School
Merrill Lynch June 2006 - Present
Morgan Stanley May 1994 - June 2006
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, 401k Rollovers, Investments, Estate Planning, Finance, Series 7, Trust Services, Asset Allocation, Mutual Funds, Series 63
Education
The George Washington University 1984 — 1988
BBA, Finance
London School of Economics and Political Science
Junior Year Abroad, Economics
London School of Economics and Political Science
Semester Abroad, Economics
Central High School
Jenna Chekofsky Forman Jenna Chekofsky Forman's Merrill Lynch Experience January 2007 - May 2007
Job Marketing Manager at Macys.com
Industry Marketing and Advertising
Experience
Macys.com September 2014 - Present
Christofle July 2012 - August 2014
Estee Lauder June 2011 - July 2012
Estee Lauder October 2009 - June 2011
Elizabeth Arden June 2008 - August 2008
Burberry May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Skills
Online Marketing, Market Research, Product Development, Marketing Communications, E-commerce, Email Marketing, Digital Marketing, SEM, Marketing, Brand Management, CRM, Social Media Marketing
Education
The George Washington University - School of Business 2005 — 2009
Bachelor of Business Administration, Marketing
Macys.com September 2014 - Present
Christofle July 2012 - August 2014
Estee Lauder June 2011 - July 2012
Estee Lauder October 2009 - June 2011
Elizabeth Arden June 2008 - August 2008
Burberry May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Skills
Online Marketing, Market Research, Product Development, Marketing Communications, E-commerce, Email Marketing, Digital Marketing, SEM, Marketing, Brand Management, CRM, Social Media Marketing
Education
The George Washington University - School of Business 2005 — 2009
Bachelor of Business Administration, Marketing
Wendy Chayet Wendy Chayet's Merrill Lynch Experience July 1980 - July 1984
Job Commercial Real Estate Consultant at Total Real Estate Consultants
Industry Real Estate
Experience
Total Real Estate Consultants May 2011 - Present
The Keyes Company January 2010 - May 2011
Weiser Consulting January 1994 - February 2011
Equitable Life 1989 - 1990
Prudential Equity Group 1984 - 1989
Merrill Lynch July 1980 - July 1984
Skills
Real Estate
Education
The George Washington University - School of Business 1979 — 1980
Masters, Finance
University at Buffalo 1976 — 1979
Bachelors, BS in Finance
Total Real Estate Consultants May 2011 - Present
The Keyes Company January 2010 - May 2011
Weiser Consulting January 1994 - February 2011
Equitable Life 1989 - 1990
Prudential Equity Group 1984 - 1989
Merrill Lynch July 1980 - July 1984
Skills
Real Estate
Education
The George Washington University - School of Business 1979 — 1980
Masters, Finance
University at Buffalo 1976 — 1979
Bachelors, BS in Finance
Hope Donnelly's Merrill Lynch Experience 1999 - 2002
Job Corporate Account Manager, CDW
Industry Information Technology and Services
Experience
CDW March 2015 - Present
West Point Society - Florida West Coast March 2015 - Present
West Point Board of Trustees 1994 - Present
Amazon 2014 - December 2014
Celestar Corporation 2009 - 2013
Franklin Templeton Investments 2006 - 2009
Wachovia Bank January 2005 - December 2005
Wachvovia Securities January 2003 - December 2004
Merrill Lynch 1999 - 2002
System Planning Corporation 1988 - 1999
Skills
Security Clearance, Program Management, Risk Management, Strategic Planning, Process Improvement, Analysis, Contract Management, Proposal Writing, Government, Leadership, Project Management, Team Building, Project Planning, Management, Contract Negotiation, Team Leadership, Operations Management, Budgets, Change Management, Cross-functional Team..., Army, Business Process..., Military, Policy, Government Contracting, Leadership Development, Top Secret, Defense, Operational Planning, DoD, Military Operations, Intelligence, Command, Organizational..., National Security, Military Experience, Information Assurance, Air Force, Tactics, Systems Engineering, Counterterrorism, Force Protection, Navy, Government Procurement, Homeland Security, Security, Strategy, Intelligence Analysis, Operations Research, Weapons
Education
The George Washington University - School of Business
MBA, Finance & Investments
United States Military Academy at West Point
BS, General Engineering
CDW March 2015 - Present
West Point Society - Florida West Coast March 2015 - Present
West Point Board of Trustees 1994 - Present
Amazon 2014 - December 2014
Celestar Corporation 2009 - 2013
Franklin Templeton Investments 2006 - 2009
Wachovia Bank January 2005 - December 2005
Wachvovia Securities January 2003 - December 2004
Merrill Lynch 1999 - 2002
System Planning Corporation 1988 - 1999
Skills
Security Clearance, Program Management, Risk Management, Strategic Planning, Process Improvement, Analysis, Contract Management, Proposal Writing, Government, Leadership, Project Management, Team Building, Project Planning, Management, Contract Negotiation, Team Leadership, Operations Management, Budgets, Change Management, Cross-functional Team..., Army, Business Process..., Military, Policy, Government Contracting, Leadership Development, Top Secret, Defense, Operational Planning, DoD, Military Operations, Intelligence, Command, Organizational..., National Security, Military Experience, Information Assurance, Air Force, Tactics, Systems Engineering, Counterterrorism, Force Protection, Navy, Government Procurement, Homeland Security, Security, Strategy, Intelligence Analysis, Operations Research, Weapons
Education
The George Washington University - School of Business
MBA, Finance & Investments
United States Military Academy at West Point
BS, General Engineering
Natalia Ekzarkhov's Merrill Lynch Experience October 2002 - May 2003
Job Executive Assistant & Events Coordinator Living Social
Industry Marketing and Advertising
Experience
LivingSocial November 2011 - Present
The Boston Consulting Group May 2010 - November 2011
Washington National Opera September 2003 - November 2009
Merrill Lynch October 2002 - May 2003
Salomon Smith Barney May 1998 - October 2002
Skills
PowerPoint, Non-profits, Event Planning, Microsoft Excel, Microsoft Office, Research, Nonprofits, Social Media, Event Management
Education
The George Washington University 2014 — 2015
Prefessional Certificate, Event Management
University of Maryland College Park 1992 — 1995
BS, Government & Politics
LivingSocial November 2011 - Present
The Boston Consulting Group May 2010 - November 2011
Washington National Opera September 2003 - November 2009
Merrill Lynch October 2002 - May 2003
Salomon Smith Barney May 1998 - October 2002
Skills
PowerPoint, Non-profits, Event Planning, Microsoft Excel, Microsoft Office, Research, Nonprofits, Social Media, Event Management
Education
The George Washington University 2014 — 2015
Prefessional Certificate, Event Management
University of Maryland College Park 1992 — 1995
BS, Government & Politics
Hanna Xayasith Hanna Xayasith's Merrill Lynch Experience August 2007 - February 2008
Job Financial Services Operations Professional with 6+ Years Experience Seeking New Opportunity
Industry Financial Services
Experience
Goldman Sachs July 2010 - August 2014
Lehman Brothers Holdings Inc. October 2009 - July 2010
Barclays Capital September 2008 - October 2009
Lehman Brothers February 2008 - September 2008
Merrill Lynch August 2007 - February 2008
Skills
Middle Office, Fixed Income, Commodity, Trading, Swaps, Finance, Credit Derivatives, Portfolio Management, Bloomberg, Valuation, Derivatives, Investment Banking, Hedge Funds
Education
The George Washington University - School of Business 2004 — 2008
BBA, International Business & Finance
Goldman Sachs July 2010 - August 2014
Lehman Brothers Holdings Inc. October 2009 - July 2010
Barclays Capital September 2008 - October 2009
Lehman Brothers February 2008 - September 2008
Merrill Lynch August 2007 - February 2008
Skills
Middle Office, Fixed Income, Commodity, Trading, Swaps, Finance, Credit Derivatives, Portfolio Management, Bloomberg, Valuation, Derivatives, Investment Banking, Hedge Funds
Education
The George Washington University - School of Business 2004 — 2008
BBA, International Business & Finance
Deborah Lehr's Merrill Lynch Experience December 2007 - January 2009
Job Vice Chairman at The Paulson Institute
Industry Think Tanks
Experience
The Antiquities Coalition March 2014 - Present
Capitol Archaeological Institute, the George Washington University October 2010 - Present
The Paulson Institute 2010 - Present
Merrill Lynch December 2007 - January 2009
NYSE Euronext December 2006 - December 2007
Stonebridge Consulting April 2005 - September 2006
Mayer Brown September 1996 - March 2005
US Trade Representative December 1993 - August 1996
National Security Council March 1992 - March 1993
Skills
Cultural Heritage, International Trade, International Business, China Trade, China Policy, Venture Capital, Mandarin, International Relations, China Business..., Public Policy, Emerging Markets, European Union, Politics, Policy Analysis, Social Innovation, Intercultural..., International..., Fundraising, Nonprofits, Public Relations, Strategic Communications, Strategic Planning, Strategy, Public Speaking, Research
Education
The George Washington University
Master of Arts (MA), International Affairs
London School of Economics and Political Science
Trinity University
Bachelor of Arts (BA), Economics and International Affairs
Beijing Foreign Language School
The Antiquities Coalition March 2014 - Present
Capitol Archaeological Institute, the George Washington University October 2010 - Present
The Paulson Institute 2010 - Present
Merrill Lynch December 2007 - January 2009
NYSE Euronext December 2006 - December 2007
Stonebridge Consulting April 2005 - September 2006
Mayer Brown September 1996 - March 2005
US Trade Representative December 1993 - August 1996
National Security Council March 1992 - March 1993
Skills
Cultural Heritage, International Trade, International Business, China Trade, China Policy, Venture Capital, Mandarin, International Relations, China Business..., Public Policy, Emerging Markets, European Union, Politics, Policy Analysis, Social Innovation, Intercultural..., International..., Fundraising, Nonprofits, Public Relations, Strategic Communications, Strategic Planning, Strategy, Public Speaking, Research
Education
The George Washington University
Master of Arts (MA), International Affairs
London School of Economics and Political Science
Trinity University
Bachelor of Arts (BA), Economics and International Affairs
Beijing Foreign Language School
Don Greene, Ph.D. Don Greene, Ph.D.'s Merrill Lynch Experience 1999 - 2001
Job Performance Psychologist
Industry Performing Arts
Experience
DonGreene.com July 2009 - Present
ProMind Music 2007 - 2008
The Juilliard School 2004 - 2007
The Punahou School 2002 - 2004
Merrill Lynch 1999 - 2001
The Juilliard School 1998 - 2001
The ProMind Institute 1994 - 1996
The Vail Ski School 1992 - 1994
Golf Digest Instructional Schools 1986 - 1992
US Olympic Diving Team 1984 - 1988
Skills
Teaching and training..., Music, Singing, Dance, Theatre, Musical Theatre, Acting, Performing Arts, Editing, Research, Music Education, Classical
Education
United States International University 1980 — 1984
Ph.D. in Psychology, Sports Psychology, 3.76
The George Washington University 1973 — 1975
Master's Degree, Forensic Science, 3.8
The United States Military Academy at West Point 1966 — 1970
Bachelor's Degree, Engineering
DonGreene.com July 2009 - Present
ProMind Music 2007 - 2008
The Juilliard School 2004 - 2007
The Punahou School 2002 - 2004
Merrill Lynch 1999 - 2001
The Juilliard School 1998 - 2001
The ProMind Institute 1994 - 1996
The Vail Ski School 1992 - 1994
Golf Digest Instructional Schools 1986 - 1992
US Olympic Diving Team 1984 - 1988
Skills
Teaching and training..., Music, Singing, Dance, Theatre, Musical Theatre, Acting, Performing Arts, Editing, Research, Music Education, Classical
Education
United States International University 1980 — 1984
Ph.D. in Psychology, Sports Psychology, 3.76
The George Washington University 1973 — 1975
Master's Degree, Forensic Science, 3.8
The United States Military Academy at West Point 1966 — 1970
Bachelor's Degree, Engineering
Katherine (Rossi) Dellolio Katherine (Rossi) Dellolio's Merrill Lynch Experience March 2013 - May 2014
Job Senior Associate, Regulatory Risk Advisory at KPMG
Industry Financial Services
Experience
KPMG June 2014 - Present
Merrill Lynch March 2013 - May 2014
UBS June 2012 - March 2013
UBS November 2011 - June 2012
UBS Investment Bank June 2011 - August 2011
Reznick Group January 2011 - April 2011
National Guard Bureau June 2010 - September 2010
UBS Wealth Management September 2008 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Auditing, Securities, Financial Analysis, Financial Reporting, Accounting, Access, Financial Accounting, Bloomberg, Wealth Management, Finance, Regulatory Capital, Regulatory Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting
The George Washington University - School of Business 2007 — 2011
Bachelors, Accountancy
KPMG June 2014 - Present
Merrill Lynch March 2013 - May 2014
UBS June 2012 - March 2013
UBS November 2011 - June 2012
UBS Investment Bank June 2011 - August 2011
Reznick Group January 2011 - April 2011
National Guard Bureau June 2010 - September 2010
UBS Wealth Management September 2008 - May 2009
UBS Wealth Management June 2008 - August 2008
Skills
Auditing, Securities, Financial Analysis, Financial Reporting, Accounting, Access, Financial Accounting, Bloomberg, Wealth Management, Finance, Regulatory Capital, Regulatory Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master's Degree, Accounting
The George Washington University - School of Business 2007 — 2011
Bachelors, Accountancy
Marina Mazo Marina Mazo's Merrill Lynch Experience January 2011 - December 2012
Job Vice President Market Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2013 - Present
Merrill Lynch January 2011 - December 2012
Advanced Care Scripts September 2009 - January 2011
Skills
Access, Microsoft Excel, Investments
Education
The George Washington University - School of Business 2005 — 2009
American University of Rome 2008 — 2008
The George Washington University
Bachelor of Business Administration; School of Business, Finance; 2009
Merrill Edge January 2013 - Present
Merrill Lynch January 2011 - December 2012
Advanced Care Scripts September 2009 - January 2011
Skills
Access, Microsoft Excel, Investments
Education
The George Washington University - School of Business 2005 — 2009
American University of Rome 2008 — 2008
The George Washington University
Bachelor of Business Administration; School of Business, Finance; 2009
Jonathan Buckelew, CPA Jonathan Buckelew, CPA's Merrill Lynch Experience June 2009 - August 2009
Job Accountant at Marcum LLP
Industry Financial Services
Experience
Marcum LLP November 2013 - Present
FGI Finance May 2012 - June 2013
Merrill Lynch June 2009 - August 2009
BTIG June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Mutual Funds, Management, Analysis, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
The George Washington University - School of Business 2010 — 2011
Masters, Accountancy
The George Washington University - School of Business 2006 — 2010
Bachelors in Business Administration, Finance
Marcum LLP November 2013 - Present
FGI Finance May 2012 - June 2013
Merrill Lynch June 2009 - August 2009
BTIG June 2008 - August 2008
UBS Wealth Management June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Finance, Mutual Funds, Management, Analysis, Asset Allocation, Investment Strategies, Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
The George Washington University - School of Business 2010 — 2011
Masters, Accountancy
The George Washington University - School of Business 2006 — 2010
Bachelors in Business Administration, Finance
Emily K Wilson's Merrill Lynch Experience September 2013 - December 2013
Job Investment Management Analyst at JPMorgan Chase
Industry Financial Services
Experience
The George Washington University - School of Business December 2014 - April 2015
J.P. Morgan Asset Management June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Event 360 February 2013 - May 2013
J.Crew May 2012 - August 2012
George Washington University January 2012 - April 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Group Work, Public Speaking, Teamwork, Wealth Management, Financial Analysis, Marketing, Market Research, Time Management, Social Media, Fundraising
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Marketing, Summa Cum Laude
London School of Economics and Political Science 2013 — 2013
Business Analysis and Valuation & Consumer Behavior
King Low Heywood Thomas School 2007 — 2011
High School Diploma, High Honor Roll
The George Washington University - School of Business December 2014 - April 2015
J.P. Morgan Asset Management June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
Event 360 February 2013 - May 2013
J.Crew May 2012 - August 2012
George Washington University January 2012 - April 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Group Work, Public Speaking, Teamwork, Wealth Management, Financial Analysis, Marketing, Market Research, Time Management, Social Media, Fundraising
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Marketing, Summa Cum Laude
London School of Economics and Political Science 2013 — 2013
Business Analysis and Valuation & Consumer Behavior
King Low Heywood Thomas School 2007 — 2011
High School Diploma, High Honor Roll
Hammond Han's Merrill Lynch Experience May 1997 - August 2002
Job
Industry Financial Services
Experience
UBS Wealth Management September 2008 - Present
Citigroup August 2002 - September 2008
Merrill Lynch May 1997 - August 2002
JPMorgan Chase & Co. January 1992 - May 1997
Education
The George Washington University
Master of Business Administration (MBA), Finance and Investments
University of Maryland College Park
Bachelor of Science (B.S.), Finance and Information Science
UBS Wealth Management September 2008 - Present
Citigroup August 2002 - September 2008
Merrill Lynch May 1997 - August 2002
JPMorgan Chase & Co. January 1992 - May 1997
Education
The George Washington University
Master of Business Administration (MBA), Finance and Investments
University of Maryland College Park
Bachelor of Science (B.S.), Finance and Information Science
Damon Ladd-Thomas Damon Ladd-Thomas's Merrill Lynch Experience May 2002 - December 2006
Job Founder at Johns Creek Advisors
Industry Insurance
Experience
Johns Creek Advisors, Inc. March 2014 - Present
Georgia Commerce Club August 2009 - Present
Bold Spicy News November 2010 - Present
Damon Ladd-Thomas Wealth Management, Inc./ Next Financial Group, Inc. Member FINRA/SIPC May 2002 - Present
Greater Atlanta Christian School October 2011 - June 2015
Merrill Lynch May 2002 - December 2006
Bank of America May 1997 - May 2002
Skills
Small Business, Investments, Mutual Funds, Social Media, Finance, 401k, Insurance, Blogging, Marketing, Retirement Planning, Wealth, Entrepreneurship, Financial Planners, Estate Planning, IRAs, Risk Management, Financial Advisory, Fixed Annuities, Asset Management, Business Development, Sales, Leadership, Strategy, Alternative Investments, Private Equity, Long-term Care, Financial Services, Online Advertising, Mergers & Acquisitions, Social Media Marketing, Lead Generation, Strategic Financial..., Business Planning, Series 7, Strategic Consulting, Disability Insurance, Retirement, Social Networking, Investment Advisory, Executive Management, Asset Allocation, Wealth Management, Strategic Partnerships, Series 63, Portfolio Management, Securities, Start-ups, Term Life Insurance, Life Insurance
Education
The George Washington University 1988 — 1992
BA, Economics/Philosophy
Longmeadow High School 1984 — 1988
High School Diploma, High School Classes
Johns Creek Advisors, Inc. March 2014 - Present
Georgia Commerce Club August 2009 - Present
Bold Spicy News November 2010 - Present
Damon Ladd-Thomas Wealth Management, Inc./ Next Financial Group, Inc. Member FINRA/SIPC May 2002 - Present
Greater Atlanta Christian School October 2011 - June 2015
Merrill Lynch May 2002 - December 2006
Bank of America May 1997 - May 2002
Skills
Small Business, Investments, Mutual Funds, Social Media, Finance, 401k, Insurance, Blogging, Marketing, Retirement Planning, Wealth, Entrepreneurship, Financial Planners, Estate Planning, IRAs, Risk Management, Financial Advisory, Fixed Annuities, Asset Management, Business Development, Sales, Leadership, Strategy, Alternative Investments, Private Equity, Long-term Care, Financial Services, Online Advertising, Mergers & Acquisitions, Social Media Marketing, Lead Generation, Strategic Financial..., Business Planning, Series 7, Strategic Consulting, Disability Insurance, Retirement, Social Networking, Investment Advisory, Executive Management, Asset Allocation, Wealth Management, Strategic Partnerships, Series 63, Portfolio Management, Securities, Start-ups, Term Life Insurance, Life Insurance
Education
The George Washington University 1988 — 1992
BA, Economics/Philosophy
Longmeadow High School 1984 — 1988
High School Diploma, High School Classes
Andrew Russo CAIA's Merrill Lynch Experience 2013 - Present
Job Product Specialist
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
Merrill Lynch 2013 - 2014
Sandler O'Neill & Partners, L.P. July 2011 - August 2012
Sandler O'Neill & Partners, L.P. May 2010 - August 2010
Skills
Finance, Financial Analysis, Legal Writing, Project Planning, Financial Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Market Research, Team Leadership, Sales, Securities
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Merrill Lynch 2013 - Present
Merrill Lynch 2013 - 2014
Sandler O'Neill & Partners, L.P. July 2011 - August 2012
Sandler O'Neill & Partners, L.P. May 2010 - August 2010
Skills
Finance, Financial Analysis, Legal Writing, Project Planning, Financial Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Market Research, Team Leadership, Sales, Securities
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Lily Horton Lily Horton's Merrill Lynch Experience July 2015 - Present
Job Client Associate at Merrill Lynch
Industry International Affairs
Experience
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management June 2013 - Present
Institute for Women's Policy Research September 2012 - May 2013
National Foundation for Women Legislators, Inc. (NFWL) May 2011 - August 2011
World Affairs Council - Washington, DC January 2011 - May 2011
For the Love of Children, DC Reads September 2009 - May 2010
Education
The George Washington University 2009 — 2013
Bachelor's degree, International Relations and Affairs, Development, Women's Studies, Senior
Merrill Lynch July 2015 - Present
Barclays Wealth and Investment Management June 2013 - Present
Institute for Women's Policy Research September 2012 - May 2013
National Foundation for Women Legislators, Inc. (NFWL) May 2011 - August 2011
World Affairs Council - Washington, DC January 2011 - May 2011
For the Love of Children, DC Reads September 2009 - May 2010
Education
The George Washington University 2009 — 2013
Bachelor's degree, International Relations and Affairs, Development, Women's Studies, Senior
Bryan Lombardo's Merrill Lynch Experience 1999 - 2002
Job Sr. Database Administrator at LabCorp
Industry Information Technology and Services
Experience
LabCorp February 2013 - Present
Horizon Software Consulting Group Corp June 1997 - Present
Allscripts June 2011 - February 2013
CSX 2005 - 2007
NJM Insurance Group 2004 - 2005
Bank of Tokyo-Mitsubishi UFJ 2002 - 2004
Merrill Lynch 1999 - 2002
Time Customer Service, Inc. 1998 - 1999
Tech Data 1998 - 1998
GSI corp June 1995 - 1998
Skills
Databases, Database Design, SQL, Disaster Recovery, Data Warehousing, SSIS, SSRS, Microsoft SQL Server, SQL Tuning, T-SQL, Data Migration, Performance Tuning, Database Administration, Programming, Oracle, VLDB, Big Data, DB2
Education
IBMEC
The George Washington University
BS, Computer Science/PMO - Project Management
LabCorp February 2013 - Present
Horizon Software Consulting Group Corp June 1997 - Present
Allscripts June 2011 - February 2013
CSX 2005 - 2007
NJM Insurance Group 2004 - 2005
Bank of Tokyo-Mitsubishi UFJ 2002 - 2004
Merrill Lynch 1999 - 2002
Time Customer Service, Inc. 1998 - 1999
Tech Data 1998 - 1998
GSI corp June 1995 - 1998
Skills
Databases, Database Design, SQL, Disaster Recovery, Data Warehousing, SSIS, SSRS, Microsoft SQL Server, SQL Tuning, T-SQL, Data Migration, Performance Tuning, Database Administration, Programming, Oracle, VLDB, Big Data, DB2
Education
IBMEC
The George Washington University
BS, Computer Science/PMO - Project Management
Sam Connelly Sam Connelly's Merrill Lynch Experience May 2015 - Present
Job Private Banking Investment Group intern with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Hammer Design Company July 2014 - July 2014
Jerrys and Corner Cooks February 2012 - August 2013
Skills
Microsoft Word, PowerPoint, Microsoft Office, Time Management, Team Leadership, Accounting, Finance
Education
The George Washington University 2012 — 2016
Pursuing a BBA with a Concentration in Finance
New Trier Township High School 2008 — 2012
High School
Merrill Lynch May 2015 - Present
Hammer Design Company July 2014 - July 2014
Jerrys and Corner Cooks February 2012 - August 2013
Skills
Microsoft Word, PowerPoint, Microsoft Office, Time Management, Team Leadership, Accounting, Finance
Education
The George Washington University 2012 — 2016
Pursuing a BBA with a Concentration in Finance
New Trier Township High School 2008 — 2012
High School
Jamie A. Serio's Merrill Lynch Experience July 2014 - August 2014
Job Wealth Management Intern at UBS Financial Services
Industry Financial Services
Experience
Merrill Lynch July 2014 - August 2014
Merrill Lynch August 2013 - August 2013
Skills
Communication, Critical Thinking, Financial Analysis, Leadership, Microsoft Excel, Presentations
Education
The George Washington University 2013 — 2017
Bachelor of Science (B.S.), Finance; Communication, Junior
Merrill Lynch July 2014 - August 2014
Merrill Lynch August 2013 - August 2013
Skills
Communication, Critical Thinking, Financial Analysis, Leadership, Microsoft Excel, Presentations
Education
The George Washington University 2013 — 2017
Bachelor of Science (B.S.), Finance; Communication, Junior
Justin S. Brandt-Sarif's Merrill Lynch Experience June 2015 - Present
Job BA Candidate Political Science
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
George Washington University August 2012 - Present
International Monetary Fund August 2014 - December 2014
Camp Ramah in California June 2014 - August 2014
George Washington University October 2013 - June 2014
Bet Tzedek Legal Services May 2013 - July 2013
Cedars-Sinai Womens Heart Center June 2010 - August 2010
Skills
Public Speaking, Debate, PowerPoint, Microsoft Word, Microsoft Office, Research, Social Media, Teamwork, English, Negotiation, Microsoft Excel, Event Planning, Fundraising, Teaching, Organization, Leadership, Political Science
Education
The George Washington University 2012 — 2016
Bachelor of Arts (BA), Political Science and Government
Merrill Lynch June 2015 - Present
George Washington University August 2012 - Present
International Monetary Fund August 2014 - December 2014
Camp Ramah in California June 2014 - August 2014
George Washington University October 2013 - June 2014
Bet Tzedek Legal Services May 2013 - July 2013
Cedars-Sinai Womens Heart Center June 2010 - August 2010
Skills
Public Speaking, Debate, PowerPoint, Microsoft Word, Microsoft Office, Research, Social Media, Teamwork, English, Negotiation, Microsoft Excel, Event Planning, Fundraising, Teaching, Organization, Leadership, Political Science
Education
The George Washington University 2012 — 2016
Bachelor of Arts (BA), Political Science and Government
Alejandro Sosa Alejandro Sosa's Merrill Lynch Experience July 2011 - Present
Job International Financial Advisor
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Merrill Lynch June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Investments, Series 7, Bloomberg, Wealth Management, Investment Advisory, Alternative Investments, Asset Allocation, Mutual Funds, Finance, Investment Strategies, Portfolio Management, Retirement Planning, Uniform Combined State...
Education
The George Washington University 2007 — 2010
BA, Marketing
Belen Jesuit 1999 — 2005
Merrill Lynch July 2011 - Present
Merrill Lynch June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Investments, Series 7, Bloomberg, Wealth Management, Investment Advisory, Alternative Investments, Asset Allocation, Mutual Funds, Finance, Investment Strategies, Portfolio Management, Retirement Planning, Uniform Combined State...
Education
The George Washington University 2007 — 2010
BA, Marketing
Belen Jesuit 1999 — 2005
Tony Diogo's Merrill Lynch Experience June 1988 - January 1998
Job Owner, Diogo Enterprises LLC
Industry Information Technology and Services
Experience
Diogo Enterprises LLC July 2013 - Present
Victory Team Apparel November 2013 - October 2014
xyberNET September 2012 - February 2013
Chevron July 2012 - September 2012
Alion Science and Technology February 2010 - February 2012
City of Rockville July 2000 - February 2010
Montgomery Mutual January 1998 - July 2000
Merrill Lynch June 1988 - January 1998
Skills
ASP, ASP.NET, SSIS, SSRS, Visual Studio, ETL, Cross-platform..., Databases, Microsoft SQL Server, Analysis Services, Systems Analysis, C#, Applications Developer, SSAS, SQL Server 2000-2008, Data Warehouse..., Cross-platform..., COBOL, AcuCOBOL, Management, Business Intelligence, .NET, Access, Database Design, Unix, Data Warehousing, SQL, Crystal Reports, Testing, Enterprise Software, Data Modeling, Data Migration, Stored Procedures, ERP, Disaster Recovery, JavaScript, Analysis, Operating Systems, Servers, Software Development, Web Applications, SDLC, SQL Tuning, Oracle, Windows Server, IT Management, Performance Tuning, VB.NET, Enterprise Architecture, Networking
Education
The George Washington University 1982 — 1985
Computer Science
St Johns College High School
Diogo Enterprises LLC July 2013 - Present
Victory Team Apparel November 2013 - October 2014
xyberNET September 2012 - February 2013
Chevron July 2012 - September 2012
Alion Science and Technology February 2010 - February 2012
City of Rockville July 2000 - February 2010
Montgomery Mutual January 1998 - July 2000
Merrill Lynch June 1988 - January 1998
Skills
ASP, ASP.NET, SSIS, SSRS, Visual Studio, ETL, Cross-platform..., Databases, Microsoft SQL Server, Analysis Services, Systems Analysis, C#, Applications Developer, SSAS, SQL Server 2000-2008, Data Warehouse..., Cross-platform..., COBOL, AcuCOBOL, Management, Business Intelligence, .NET, Access, Database Design, Unix, Data Warehousing, SQL, Crystal Reports, Testing, Enterprise Software, Data Modeling, Data Migration, Stored Procedures, ERP, Disaster Recovery, JavaScript, Analysis, Operating Systems, Servers, Software Development, Web Applications, SDLC, SQL Tuning, Oracle, Windows Server, IT Management, Performance Tuning, VB.NET, Enterprise Architecture, Networking
Education
The George Washington University 1982 — 1985
Computer Science
St Johns College High School
Charles Moran Charles Moran's Merrill Lynch Experience December 2005 - September 2009
Job Partner, Consulting & Management Services at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company January 2015 - Present
The Advisory Board Company January 2013 - December 2014
The Advisory Board Company September 2009 - December 2012
Merrill Lynch December 2005 - September 2009
Skills
Marketing Strategy, Competitive Strategies, Launch Products, New Business Development, Strategic Negotiations, Manage Client..., Relationship Marketing, Healthcare Management, Public Speaking, Project Management, Management, Program Management
Education
UNC Kenan-Flagler Business School 2013 — 2014
Masters of Business Administration (MBA)
The George Washington University 2001 — 2005
B.A., Finance
Xaverian Brothers High School
The Advisory Board Company January 2015 - Present
The Advisory Board Company January 2013 - December 2014
The Advisory Board Company September 2009 - December 2012
Merrill Lynch December 2005 - September 2009
Skills
Marketing Strategy, Competitive Strategies, Launch Products, New Business Development, Strategic Negotiations, Manage Client..., Relationship Marketing, Healthcare Management, Public Speaking, Project Management, Management, Program Management
Education
UNC Kenan-Flagler Business School 2013 — 2014
Masters of Business Administration (MBA)
The George Washington University 2001 — 2005
B.A., Finance
Xaverian Brothers High School
Denise Churchill Denise Churchill's Merrill Lynch Experience August 1999 - June 2000
Job Accounting Manager & Sales Account Executive at CSI Government & Education Finance, a Division of CSI Leasing, Inc.
Industry Financial Services
Experience
CSI Leasing, Inc. February 2011 - Present
Academic Capital Group, Inc., (now a division of CSI Leasing, Inc.) July 2006 - February 2011
Marcey Brownstein Catering 2003 - 2004
Bank of America May 2002 - June 2003
Cygnifi Derivative Services July 2000 - May 2002
Merrill Lynch August 1999 - June 2000
JP Morgan 1993 - 1999
Salomon Brothers February 1993 - 1994
Skills
Loans, Credit, Accounting, Banking, Financial Analysis, Financial Modeling, Portfolio Management, Finance, Financial Services, Risk Management, Asset Management, Investments, Sales, Credit Analysis, Account Management, Strategy, Negotiation, Strategic Planning
Education
The French Culinary Institute 2003 — 2004
Pastry Arts
The George Washington University 1989 — 1992
BBA
CSI Leasing, Inc. February 2011 - Present
Academic Capital Group, Inc., (now a division of CSI Leasing, Inc.) July 2006 - February 2011
Marcey Brownstein Catering 2003 - 2004
Bank of America May 2002 - June 2003
Cygnifi Derivative Services July 2000 - May 2002
Merrill Lynch August 1999 - June 2000
JP Morgan 1993 - 1999
Salomon Brothers February 1993 - 1994
Skills
Loans, Credit, Accounting, Banking, Financial Analysis, Financial Modeling, Portfolio Management, Finance, Financial Services, Risk Management, Asset Management, Investments, Sales, Credit Analysis, Account Management, Strategy, Negotiation, Strategic Planning
Education
The French Culinary Institute 2003 — 2004
Pastry Arts
The George Washington University 1989 — 1992
BBA
Daniel Magness Daniel Magness's Merrill Lynch Experience September 2008 - July 2009
Job Financial Analyst at BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
Allstate Insurance February 2013 - September 2013
Allstate Insurance June 2009 - February 2013
Merrill Lynch September 2008 - July 2009
SIFMA May 2008 - September 2008
Skills
Financial Modeling, Analysis, Corporate Finance, Data Analysis, Finance, Financial Analysis, Leadership, Microsoft Excel
Education
The George Washington University - School of Business 2005 — 2009
BS, Finance
BlackRock September 2013 - Present
Allstate Insurance February 2013 - September 2013
Allstate Insurance June 2009 - February 2013
Merrill Lynch September 2008 - July 2009
SIFMA May 2008 - September 2008
Skills
Financial Modeling, Analysis, Corporate Finance, Data Analysis, Finance, Financial Analysis, Leadership, Microsoft Excel
Education
The George Washington University - School of Business 2005 — 2009
BS, Finance
Alex Baghdjian's Merrill Lynch Experience September 2011 - April 2012
Job Senior Consultant at IBM
Industry Financial Services
Experience
IBM January 2015 - Present
IBM July 2013 - December 2014
IBM May 2012 - August 2012
Merrill Lynch September 2011 - April 2012
First New York Securities May 2011 - August 2011
Qatar Shell June 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, French, Visio, SAP, Arabic, Photoshop, Java, Bloomberg Terminal, Microsoft Word, English, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Finance, Project Management
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.77
American School of Doha 2007 — 2009
High School Diploma
American School of Dubai 2005 — 2007
High School Diploma
IBM January 2015 - Present
IBM July 2013 - December 2014
IBM May 2012 - August 2012
Merrill Lynch September 2011 - April 2012
First New York Securities May 2011 - August 2011
Qatar Shell June 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, French, Visio, SAP, Arabic, Photoshop, Java, Bloomberg Terminal, Microsoft Word, English, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Finance, Project Management
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.77
American School of Doha 2007 — 2009
High School Diploma
American School of Dubai 2005 — 2007
High School Diploma
Kaitlyn Swingle's Merrill Lynch Experience April 2014 - December 2014
Job Business Development Intern at the Washington Redskins
Industry Events Services
Experience
Washington Redskins August 2015 - Present
Merrill Lynch April 2014 - December 2014
Sigma Kappa Sorority January 2014 - December 2014
Sigma Kappa Sorority January 2013 - December 2013
TEACH.gov August 2013 - October 2013
Little Anthony's Restaurant and Pizzeria June 2013 - August 2013
Skills
Social Media, PowerPoint, Social Networking, Microsoft Office, Microsoft Excel, Facebook, Budgets, Management, Graphic Design, Marketing, Microsoft Word, Leadership, Twitter, Customer Satisfaction, Social Skills, Teamwork, Fashion, Sports Management, Working With Children, Scarborough Research, Sports, Party Planning
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing and Event Management
UNSW Australia 2015 — 2015
The Peddie School 2008 — 2012
Washington Redskins August 2015 - Present
Merrill Lynch April 2014 - December 2014
Sigma Kappa Sorority January 2014 - December 2014
Sigma Kappa Sorority January 2013 - December 2013
TEACH.gov August 2013 - October 2013
Little Anthony's Restaurant and Pizzeria June 2013 - August 2013
Skills
Social Media, PowerPoint, Social Networking, Microsoft Office, Microsoft Excel, Facebook, Budgets, Management, Graphic Design, Marketing, Microsoft Word, Leadership, Twitter, Customer Satisfaction, Social Skills, Teamwork, Fashion, Sports Management, Working With Children, Scarborough Research, Sports, Party Planning
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing and Event Management
UNSW Australia 2015 — 2015
The Peddie School 2008 — 2012
Luke Stone Luke Stone's Merrill Lynch Experience May 2012 - September 2012
Job Staff Assistant at U.S. House of Representatives
Industry Legislative Office
Experience
U.S. House of Representatives April 2014 - Present
Fraolli & Associates September 2013 - Present
Manatos & Manatos February 2013 - May 2013
Merrill Lynch May 2012 - September 2012
The American Academy of Diplomacy May 2011 - August 2011
Vineyard Vines June 2010 - April 2011
The Kittansett Club May 2007 - August 2010
Skills
PowerPoint, Analysis, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, CRM, Social Media, Research, Public Speaking, Financial Analysis, Data Analysis, Access, Outlook, Finance, Policy, Management, Fundraising, Event Planning, Public Relations, Public Policy, Policy Analysis, Politics, Leadership
Education
The George Washington University 2009 — 2013
Bachelor of Science (BS), Political Science, Art History
U.S. House of Representatives April 2014 - Present
Fraolli & Associates September 2013 - Present
Manatos & Manatos February 2013 - May 2013
Merrill Lynch May 2012 - September 2012
The American Academy of Diplomacy May 2011 - August 2011
Vineyard Vines June 2010 - April 2011
The Kittansett Club May 2007 - August 2010
Skills
PowerPoint, Analysis, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, CRM, Social Media, Research, Public Speaking, Financial Analysis, Data Analysis, Access, Outlook, Finance, Policy, Management, Fundraising, Event Planning, Public Relations, Public Policy, Policy Analysis, Politics, Leadership
Education
The George Washington University 2009 — 2013
Bachelor of Science (BS), Political Science, Art History
Jonathan Levine Jonathan Levine's Merrill Lynch Experience February 2002 - April 2002
Job Genomics Account Manager at Agilent Technologies
Industry Biotechnology
Experience
Agilent Technologies July 2014 - Present
University of Maryland School of Medicine June 2006 - May 2014
George Washington University 2002 - 2006
Merrill Lynch February 2002 - April 2002
Skills
Protein Chemistry, Molecular Biology, Protein Purification, Biochemistry, Team Leadership, People Skills, Leadership, Teamwork, Team Building, Coaching, Analytical Chemistry, Cell Culture, Genomics, Fluorescence Microscopy, Cell Biology, Science, Sales, Research, Immunoprecipitation, Life Sciences
Education
University of Maryland Baltimore 2006 — 2014
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
The George Washington University 2002 — 2006
Bachelor of Science (BS), Analytical Chemistry, Minor (Biology)
Friends High School 1998 — 2002
Agilent Technologies July 2014 - Present
University of Maryland School of Medicine June 2006 - May 2014
George Washington University 2002 - 2006
Merrill Lynch February 2002 - April 2002
Skills
Protein Chemistry, Molecular Biology, Protein Purification, Biochemistry, Team Leadership, People Skills, Leadership, Teamwork, Team Building, Coaching, Analytical Chemistry, Cell Culture, Genomics, Fluorescence Microscopy, Cell Biology, Science, Sales, Research, Immunoprecipitation, Life Sciences
Education
University of Maryland Baltimore 2006 — 2014
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
The George Washington University 2002 — 2006
Bachelor of Science (BS), Analytical Chemistry, Minor (Biology)
Friends High School 1998 — 2002
Benjamin Dachille's Merrill Lynch Experience May 2012 - August 2012
Job Financial Analyst Stratas Advisors Energy Consulting
Industry Oil & Energy
Experience
Stratas Advisors August 2015 - Present
Morgan Stanley September 2014 - February 2015
Crown Castle May 2014 - August 2014
PNC May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Finance, Portfolio Management, Research, Social Media, Teamwork, Wealth Management, PowerPoint, Microsoft Excel, Event Planning, Social Skills, Marketing Strategy, Photoshop, HTML, Financial Analysis, Financial Modeling
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Peters Township High School 2008 — 2011
veritas
MBA Prep Course
Stratas Advisors August 2015 - Present
Morgan Stanley September 2014 - February 2015
Crown Castle May 2014 - August 2014
PNC May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Finance, Portfolio Management, Research, Social Media, Teamwork, Wealth Management, PowerPoint, Microsoft Excel, Event Planning, Social Skills, Marketing Strategy, Photoshop, HTML, Financial Analysis, Financial Modeling
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Peters Township High School 2008 — 2011
veritas
MBA Prep Course
David Sica David Sica's Merrill Lynch Experience June 2005 - June 2008
Job Vice President at Nyca Partners
Industry Venture Capital & Private Equity
Experience
Nyca Partners January 2014 - Present
Visa March 2010 - December 2013
Visa June 2008 - March 2010
Merrill Lynch June 2005 - June 2008
Skills
Payments, Investment Banking, Electronic Payments, Debit Cards, Credit Cards, Payment Systems, Mobile Payments, Payment Card Processing, Transaction Processing, Portfolio Management, EMV, Cards, Strategic Partnerships, Relationship Management, Mobile Commerce, Financial Services, Internet Banking, Loyalty Programs, NFC, Venture Capital, Banking, Analytics, PCI DSS, Valuation, Strategy, Capital Markets, Financial Modeling, Leadership, Investments, Asset Management
Education
The George Washington University
BBA, Finance
Nyca Partners January 2014 - Present
Visa March 2010 - December 2013
Visa June 2008 - March 2010
Merrill Lynch June 2005 - June 2008
Skills
Payments, Investment Banking, Electronic Payments, Debit Cards, Credit Cards, Payment Systems, Mobile Payments, Payment Card Processing, Transaction Processing, Portfolio Management, EMV, Cards, Strategic Partnerships, Relationship Management, Mobile Commerce, Financial Services, Internet Banking, Loyalty Programs, NFC, Venture Capital, Banking, Analytics, PCI DSS, Valuation, Strategy, Capital Markets, Financial Modeling, Leadership, Investments, Asset Management
Education
The George Washington University
BBA, Finance
Erica Zhen Erica Zhen's Merrill Lynch Experience February 2000 - Present
Job Senior Financial Advisor, AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2000 - Present
Education
The George Washington University
Bachelor of Science
University of Massachusetts Boston
MBA, Finance
Merrill Lynch February 2000 - Present
Education
The George Washington University
Bachelor of Science
University of Massachusetts Boston
MBA, Finance
Jessica Umansky Jessica Umansky's Merrill Lynch Experience May 2008 - May 2009
Job Intern at Merrill Lynch
Industry Banking
Experience
Morgan Stanley Smith Barney July 2009 - Present
Merrill Lynch May 2008 - May 2009
BVLGARI August 2003 - July 2004
Education
The George Washington University - School of Business 2005 — 2009
BBA, International Business & Finance
University of Cape Town
BBA, Semester Abroad
Morgan Stanley Smith Barney July 2009 - Present
Merrill Lynch May 2008 - May 2009
BVLGARI August 2003 - July 2004
Education
The George Washington University - School of Business 2005 — 2009
BBA, International Business & Finance
University of Cape Town
BBA, Semester Abroad
Jenny Berl Jenny Berl's Merrill Lynch Experience April 2013 - July 2013
Job Student at The George Washington University
Industry Marketing and Advertising
Experience
The George Washington University September 2011 - Present
Success Talks October 2013 - April 2014
Merrill Lynch April 2013 - July 2013
Multicultural Business Student Association December 2012 - May 2013
Multicultural Business Student Association May 2012 - December 2012
International Student Organization May 2012 - August 2012
Skills
Leadership, Team Leadership, Aviation, Organizational..., Strategic Planning, Public Speaking, Microsoft Office, Social Media, Project Planning, Business Strategy, Outlook, Nonprofits, Advertising, Management, Marketing Strategy, Event Management, Finance, Editing, Investments, Communication
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Bachelor, International Business
Scarsdale Senior High School 2008 — 2011
High School Degree
The George Washington University September 2011 - Present
Success Talks October 2013 - April 2014
Merrill Lynch April 2013 - July 2013
Multicultural Business Student Association December 2012 - May 2013
Multicultural Business Student Association May 2012 - December 2012
International Student Organization May 2012 - August 2012
Skills
Leadership, Team Leadership, Aviation, Organizational..., Strategic Planning, Public Speaking, Microsoft Office, Social Media, Project Planning, Business Strategy, Outlook, Nonprofits, Advertising, Management, Marketing Strategy, Event Management, Finance, Editing, Investments, Communication
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Bachelor, International Business
Scarsdale Senior High School 2008 — 2011
High School Degree
Emely Levyn Emely Levyn's Merrill Lynch Experience May 2015 - Present
Job Wealth Management Intern at Merrill Lynch
Industry
Experience
Merrill Lynch May 2015 - Present
The Jewish Federations of North America June 2014 - August 2014
United States Holocaust Memorial Museum- New York Regional Office June 2013 - August 2013
Pine Forest Camp June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Event Planning, Facebook, Teamwork, Sports, Customer Service, Event Management
Education
The George Washington University 2012 — 2016
Bachelor's Degree, Accounting
Merrill Lynch May 2015 - Present
The Jewish Federations of North America June 2014 - August 2014
United States Holocaust Memorial Museum- New York Regional Office June 2013 - August 2013
Pine Forest Camp June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Event Planning, Facebook, Teamwork, Sports, Customer Service, Event Management
Education
The George Washington University 2012 — 2016
Bachelor's Degree, Accounting
Jake Shapiro Tankel's Merrill Lynch Experience June 2012 - August 2012
Job Entrepreneur, Real Estate Agent, Philanthropist
Industry Real Estate
Experience
Coldwell Banker December 2014 - Present
Boston Realty Advisors May 2014 - October 2014
Reit Management and Research, LLC May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
DC Entrepreneurship Week November 2010 - November 2010
Boston Development Group March 2010 - June 2010
Tankel Rosenberg and Company June 2009 - August 2009
Skills
PowerPoint, Real Estate, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Event Planning, Facebook, Due Diligence, Social Media Marketing, Market Research, Marketing, Public Relations, Budgets, Investments
Education
The George Washington University - School of Business 2010 — 2014
Bachelor's Degree, International Business and Entrepreneurship
Beaver Country Day School 2006 — 2010
Diploma, High School/Secondary Diplomas and Certificates
Coldwell Banker December 2014 - Present
Boston Realty Advisors May 2014 - October 2014
Reit Management and Research, LLC May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
DC Entrepreneurship Week November 2010 - November 2010
Boston Development Group March 2010 - June 2010
Tankel Rosenberg and Company June 2009 - August 2009
Skills
PowerPoint, Real Estate, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Event Planning, Facebook, Due Diligence, Social Media Marketing, Market Research, Marketing, Public Relations, Budgets, Investments
Education
The George Washington University - School of Business 2010 — 2014
Bachelor's Degree, International Business and Entrepreneurship
Beaver Country Day School 2006 — 2010
Diploma, High School/Secondary Diplomas and Certificates
Anisha Mehrotra Anisha Mehrotra's Merrill Lynch Experience May 2009 - September 2009
Job Occupational Therapy Student
Industry Hospital & Health Care
Experience
Ogilvy CommonHealth Worldwide January 2014 - July 2014
LLNS Healthcare Advertising November 2013 - January 2014
Boomerang Pharmaceutical Communications August 2011 - January 2013
Razoo February 2011 - August 2011
KOOFERS September 2010 - December 2010
TheCelebrityCafe.com May 2010 - August 2010
Merrill Lynch May 2009 - September 2009
Skills
Search Advertising, Google Adwords, Google Analytics, MSN AdCenter, Yahoo Search Marketing, DART for Advertisers, PPC Bid Management, Time Management, Online Advertising, Digital Marketing, Facebook, Microsoft Excel, PowerPoint, Social Media Marketing, SEM, Market Research, Microsoft Office, Press Releases, PPC, Salesforce.com, Facebook Marketing
Education
University of Florida 2014 — 2016
Master's degree, Occupational Therapy/Therapist
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Marketing
Ogilvy CommonHealth Worldwide January 2014 - July 2014
LLNS Healthcare Advertising November 2013 - January 2014
Boomerang Pharmaceutical Communications August 2011 - January 2013
Razoo February 2011 - August 2011
KOOFERS September 2010 - December 2010
TheCelebrityCafe.com May 2010 - August 2010
Merrill Lynch May 2009 - September 2009
Skills
Search Advertising, Google Adwords, Google Analytics, MSN AdCenter, Yahoo Search Marketing, DART for Advertisers, PPC Bid Management, Time Management, Online Advertising, Digital Marketing, Facebook, Microsoft Excel, PowerPoint, Social Media Marketing, SEM, Market Research, Microsoft Office, Press Releases, PPC, Salesforce.com, Facebook Marketing
Education
University of Florida 2014 — 2016
Master's degree, Occupational Therapy/Therapist
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Marketing
Bruce Wright's Merrill Lynch Experience July 1975 - May 1990
Job Executive Director at Laughlin, Falbo, Levy & Moresi
Industry Law Practice
Experience
Laughlin, Falbo, Levy & Moresi, LLP June 2012 - Present
Morison Holden & Prough LLP November 2004 - June 2012
Heller Ehrman White & McAulliffe July 1999 - February 2003
Wilentz, Goldman & Spitzer May 1994 - July 1999
Saul Ewing LLP May 1990 - May 1994
Merrill Lynch July 1975 - May 1990
Skills
Strategic Planning, Human Relations, Labor Relations, MS Excel, Financial Analysis, Financial Modeling, Mergers, Accounting, Notary Public, Contract Negotiation, Management, Mergers & Acquisitions, People Skills, Recruiting, Finance, Litigation Management, Strategy, Microsoft Excel, Analysis, Performance Management, Marketing, Program Management, Litigation, Mediation, Civil Litigation, Legal Research, Legal Writing, Leadership
Education
University of Pennsylvania - The Wharton School 1971 — 1975
BS Economics, Management Personnel & Labor Relations
The George Washington University
Political Science
Laughlin, Falbo, Levy & Moresi, LLP June 2012 - Present
Morison Holden & Prough LLP November 2004 - June 2012
Heller Ehrman White & McAulliffe July 1999 - February 2003
Wilentz, Goldman & Spitzer May 1994 - July 1999
Saul Ewing LLP May 1990 - May 1994
Merrill Lynch July 1975 - May 1990
Skills
Strategic Planning, Human Relations, Labor Relations, MS Excel, Financial Analysis, Financial Modeling, Mergers, Accounting, Notary Public, Contract Negotiation, Management, Mergers & Acquisitions, People Skills, Recruiting, Finance, Litigation Management, Strategy, Microsoft Excel, Analysis, Performance Management, Marketing, Program Management, Litigation, Mediation, Civil Litigation, Legal Research, Legal Writing, Leadership
Education
University of Pennsylvania - The Wharton School 1971 — 1975
BS Economics, Management Personnel & Labor Relations
The George Washington University
Political Science
Elliott Kugel CFP CRPC's Merrill Lynch Experience February 1992 - Present
Job Managing Director Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1992 - Present
Touche Ross September 1987 - January 1990
U.S. Navy May 1982 - September 1987
Skills
Equities, Investments, Valuation, Finance, Options, Series 7, Derivatives, Asset Managment, Financial Advisory, Capital Markets, Estate Planning, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Securities, Investment Strategies, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Retirement Planning, ETFs, Financial Services, Emerging Markets, Investment Banking, Retirement
Education
Stern Business School/NYU 1989 — 1991
MBA, Finance/accounting
The George Washington University 1981 — 1983
MS, Computer Science
United States Naval Academy 1978 — 1982
Bachelor of Science (B.S.), Systems Engineering, Graduated in Top 2% of Class
CHSN 1974 — 1978
Merrill Lynch February 1992 - Present
Touche Ross September 1987 - January 1990
U.S. Navy May 1982 - September 1987
Skills
Equities, Investments, Valuation, Finance, Options, Series 7, Derivatives, Asset Managment, Financial Advisory, Capital Markets, Estate Planning, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Securities, Investment Strategies, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Retirement Planning, ETFs, Financial Services, Emerging Markets, Investment Banking, Retirement
Education
Stern Business School/NYU 1989 — 1991
MBA, Finance/accounting
The George Washington University 1981 — 1983
MS, Computer Science
United States Naval Academy 1978 — 1982
Bachelor of Science (B.S.), Systems Engineering, Graduated in Top 2% of Class
CHSN 1974 — 1978
Barbara Campos Barbara Campos's Merrill Lynch Experience May 2004 - August 2008
Job Executive Director Credit Risk Management
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
Merrill Lynch May 2004 - August 2008
Deutsche Asset Management October 2003 - May 2004
Morgan Stanley Investment Management August 1999 - October 2003
Simpson Thacher & Bartlett LLP June 1998 - August 1999
Skills
Risk Management, Credit Risk, Service Level Agreements, Regulatory Examinations, Internal Audit, New Product Approval..., Material Risk..., FFIEC 101 Attestation..., Internal Control..., Client Services, Banking, Financial Risk, Financial Services, Strategy, Legal Compliance, Financial Regulation
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Specializations in Strategy and Leadership
The George Washington University 1995 — 1997
Graduate Certificate, Paralegal Studies
University of Florida 1987 — 1991
B.S., Advertising
Morgan Stanley July 2011 - Present
Merrill Lynch May 2004 - August 2008
Deutsche Asset Management October 2003 - May 2004
Morgan Stanley Investment Management August 1999 - October 2003
Simpson Thacher & Bartlett LLP June 1998 - August 1999
Skills
Risk Management, Credit Risk, Service Level Agreements, Regulatory Examinations, Internal Audit, New Product Approval..., Material Risk..., FFIEC 101 Attestation..., Internal Control..., Client Services, Banking, Financial Risk, Financial Services, Strategy, Legal Compliance, Financial Regulation
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Specializations in Strategy and Leadership
The George Washington University 1995 — 1997
Graduate Certificate, Paralegal Studies
University of Florida 1987 — 1991
B.S., Advertising
Jeff Gross Jeff Gross's Merrill Lynch Experience March 1993 - September 2002
Job Senior Vice President at Wunderlich Securities
Industry Capital Markets
Experience
Wunderlich Securities November 2014 - Present
Sterne Agee August 2007 - August 2014
Piper Jaffray 2005 - 2007
Merrill Lynch March 1993 - September 2002
Skills
Investments, Series 7, Valuation, Asset Management, Bonds, Finance, Structured Finance, ABS, Fixed Income, Bloomberg, Hedge Funds, CMBS
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
The George Washington University 1979 — 1983
BA, Psychology
Germantown Friends School
Wunderlich Securities November 2014 - Present
Sterne Agee August 2007 - August 2014
Piper Jaffray 2005 - 2007
Merrill Lynch March 1993 - September 2002
Skills
Investments, Series 7, Valuation, Asset Management, Bonds, Finance, Structured Finance, ABS, Fixed Income, Bloomberg, Hedge Funds, CMBS
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
The George Washington University 1979 — 1983
BA, Psychology
Germantown Friends School
Alexandra Blanc's Merrill Lynch Experience February 2014 - November 2014
Job Incoming Business Technology Analyst at Deloitte
Industry Information Technology and Services
Experience
Deloitte May 2015 - July 2015
SocialRadar February 2015 - May 2015
Merrill Lynch February 2014 - November 2014
Ashoka September 2013 - November 2013
Skills
Public Speaking, Social Media, Microsoft Office, Microsoft Word, Teamwork, Microsoft Excel, PowerPoint, French, Research, Social Networking, Facebook, Market Research, Photoshop, Event Planning, Analysis, Leadership, Customer Service, Requirements Analysis, Business Analysis, Project Management, SQL
Education
The George Washington University - School of Business 2012 — 2016
B.B.A. - Master of Science in Information Systems Technology, Information Technology, Senior
Deloitte May 2015 - July 2015
SocialRadar February 2015 - May 2015
Merrill Lynch February 2014 - November 2014
Ashoka September 2013 - November 2013
Skills
Public Speaking, Social Media, Microsoft Office, Microsoft Word, Teamwork, Microsoft Excel, PowerPoint, French, Research, Social Networking, Facebook, Market Research, Photoshop, Event Planning, Analysis, Leadership, Customer Service, Requirements Analysis, Business Analysis, Project Management, SQL
Education
The George Washington University - School of Business 2012 — 2016
B.B.A. - Master of Science in Information Systems Technology, Information Technology, Senior
Tarah Henick Tarah Henick's Merrill Lynch Experience June 2010 - November 2010
Job Team Administrator at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2012 - Present
David Lerner Associates, Inc. April 2011 - May 2012
Merrill Lynch June 2010 - November 2010
Convergent Wealth Advisors June 2009 - September 2009
Morgan Stanley June 2008 - August 2008
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
UBS Wealth Management April 2015 - Present
UBS Wealth Management May 2012 - Present
David Lerner Associates, Inc. April 2011 - May 2012
Merrill Lynch June 2010 - November 2010
Convergent Wealth Advisors June 2009 - September 2009
Morgan Stanley June 2008 - August 2008
Education
The George Washington University 2006 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs
Brittany Myers Brittany Myers's Merrill Lynch Experience July 2011 - August 2011
Job Advertising Sales Planner, IFC at AMC Networks
Industry Entertainment
Experience
AMC Networks February 2014 - Present
AMC Networks July 2012 - February 2014
Merrill Lynch July 2011 - August 2011
Alpha Epsilon Phi - Alpha Gamma Chapter January 2010 - January 2011
GRACIE CAPITAL HEDGE FUND June 2010 - August 2010
BONNIE MARCUS & Co August 2006 - August 2009
Skills
Detail - oriented, Hardworking, Motivated, Analysis, Financial Markets, Management, Teamwork, Leadership, Market Research, Event Planning, Public Relations, Facebook, Social Networking
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration, Finance
Arcadia University - Rome, Italy 2011 — 2011
STAPLES HIGH SCHOOL 2004 — 2008
Diploma
AMC Networks February 2014 - Present
AMC Networks July 2012 - February 2014
Merrill Lynch July 2011 - August 2011
Alpha Epsilon Phi - Alpha Gamma Chapter January 2010 - January 2011
GRACIE CAPITAL HEDGE FUND June 2010 - August 2010
BONNIE MARCUS & Co August 2006 - August 2009
Skills
Detail - oriented, Hardworking, Motivated, Analysis, Financial Markets, Management, Teamwork, Leadership, Market Research, Event Planning, Public Relations, Facebook, Social Networking
Education
The George Washington University 2008 — 2012
Bachelor of Business Administration, Finance
Arcadia University - Rome, Italy 2011 — 2011
STAPLES HIGH SCHOOL 2004 — 2008
Diploma
Chetan Parekh, PMP's Merrill Lynch Experience 2000 - 2003
Job Sr. Project Manager Consultant Consent Decree PMO at McNeil Consumer Healthcare (Johnson & Johnson)
Industry Pharmaceuticals
Experience
Novartis April 2012 - October 2012
Citi 2011 - 2011
Bank of America Merrill Lynch 2010 - 2011
Global Investment Mangement Company 2008 - 2010
Wipro Technologies 2006 - 2008
Satyam Computer Services Limited 2006 - 2006
Parekh Capital Management LLC 2003 - 2006
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Electronic Data Systems 1990 - 1996
Skills
PMP, Program Management, Cross-functional Team..., Vendor Management, Project Management, MS Project, Process Improvement, Outsourcing, Change Management, Strategy, Management, CRM, Quality Assurance, SDLC, Software Project..., Leadership, Risk Management, Consent Decree, SharePoint, Cost Control, Resource Management, Project Portfolio..., Site Management, IT Outsourcing, Enterprise Software, CMM, Microsoft Project, Budgets, GMP, GxP, Site Plans, ITIL Process..., Global Strategy, ITIL, Software Development, PMO, Product Development, cGMP manufacturing, cGMP practices, Budget Management, Quality System..., Validation, Cleaning Validation, Equipment Qualification, Equipment Commissioning, Cost Reduction, Series 65, SOP, 21 CFR
Education
Project Management Institute
PMP, Project Management Professional
FINRA/NASAA
Series 65, Uniform Investment Adviser Law Examination
The George Washington University
Master's Certificate, Project Management
EDS
Systems Engineer, Systems Engineering Development
University of North Texas
BBA, (Honors) Finance and Accounting
Online Trading Academy
Equities Professional Trading
Novartis April 2012 - October 2012
Citi 2011 - 2011
Bank of America Merrill Lynch 2010 - 2011
Global Investment Mangement Company 2008 - 2010
Wipro Technologies 2006 - 2008
Satyam Computer Services Limited 2006 - 2006
Parekh Capital Management LLC 2003 - 2006
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Electronic Data Systems 1990 - 1996
Skills
PMP, Program Management, Cross-functional Team..., Vendor Management, Project Management, MS Project, Process Improvement, Outsourcing, Change Management, Strategy, Management, CRM, Quality Assurance, SDLC, Software Project..., Leadership, Risk Management, Consent Decree, SharePoint, Cost Control, Resource Management, Project Portfolio..., Site Management, IT Outsourcing, Enterprise Software, CMM, Microsoft Project, Budgets, GMP, GxP, Site Plans, ITIL Process..., Global Strategy, ITIL, Software Development, PMO, Product Development, cGMP manufacturing, cGMP practices, Budget Management, Quality System..., Validation, Cleaning Validation, Equipment Qualification, Equipment Commissioning, Cost Reduction, Series 65, SOP, 21 CFR
Education
Project Management Institute
PMP, Project Management Professional
FINRA/NASAA
Series 65, Uniform Investment Adviser Law Examination
The George Washington University
Master's Certificate, Project Management
EDS
Systems Engineer, Systems Engineering Development
University of North Texas
BBA, (Honors) Finance and Accounting
Online Trading Academy
Equities Professional Trading
Manu Harish's Merrill Lynch Experience June 2006 - August 2006
Job Senior Product Manager at GoDaddy
Industry Financial Services
Experience
GoDaddy January 2015 - Present
Intuit August 2012 - December 2014
Visa November 2011 - August 2012
Visa August 2009 - November 2011
PepsiCo July 2007 - August 2009
Merrill Lynch June 2006 - August 2006
Nextel Communications August 2002 - September 2005
American Management Systems August 1999 - September 2002
Skills
Financial Modeling, Pricing, Financial Analysis, Product Management, Access, Microsoft Excel, Management, Strategy, Analysis, Cross-functional Team..., Valuation, Strategic Partnerships, Business Strategy, Leadership, Excel, Mergers, Agile Methodologies, SaaS, Accounting, Strategic Communications, Analytics
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Economics, Accounting
The George Washington University - School of Business 2000 — 2001
MS, Information Systems
The George Washington University 1995 — 1999
Bachelor Business Administration, Finance, Information Systems, Mathematics
George Washington High School 1992 — 1995
High School Diploma
GoDaddy January 2015 - Present
Intuit August 2012 - December 2014
Visa November 2011 - August 2012
Visa August 2009 - November 2011
PepsiCo July 2007 - August 2009
Merrill Lynch June 2006 - August 2006
Nextel Communications August 2002 - September 2005
American Management Systems August 1999 - September 2002
Skills
Financial Modeling, Pricing, Financial Analysis, Product Management, Access, Microsoft Excel, Management, Strategy, Analysis, Cross-functional Team..., Valuation, Strategic Partnerships, Business Strategy, Leadership, Excel, Mergers, Agile Methodologies, SaaS, Accounting, Strategic Communications, Analytics
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Economics, Accounting
The George Washington University - School of Business 2000 — 2001
MS, Information Systems
The George Washington University 1995 — 1999
Bachelor Business Administration, Finance, Information Systems, Mathematics
George Washington High School 1992 — 1995
High School Diploma
Chris Garner's Merrill Lynch Experience 1995 - 1998
Job Director, Public Sector Sales at Paxata
Industry Information Technology and Services
Experience
Paxata September 2014 - Present
CSC March 2013 - October 2014
Endgame 2012 - 2013
Fortinet January 2011 - April 2012
Asecntium May 2008 - January 2011
Liquid Machines February 2006 - May 2008
Microsoft December 2002 - December 2005
Blackboard March 2000 - December 2002
Merrill Lynch 1995 - 1998
Skills
Enterprise Software, SaaS, Cloud Computing, Professional Services, Salesforce.com, Channel, Sales Enablement, Business Alliances, Partner Management, Virtualization, Direct Sales, CRM, Business Development, Pre-sales, Product Marketing, Start-ups, Cross-functional Team..., Management, Channel Partners, Sales Process, Account Management
Education
The George Washington University 2000 — 2001
Certificate Program, e-Business Program
University of Maryland College Park 1990 — 1994
BA, Economics and Business Mgt
Gonzaga 1986 — 1990
Paxata September 2014 - Present
CSC March 2013 - October 2014
Endgame 2012 - 2013
Fortinet January 2011 - April 2012
Asecntium May 2008 - January 2011
Liquid Machines February 2006 - May 2008
Microsoft December 2002 - December 2005
Blackboard March 2000 - December 2002
Merrill Lynch 1995 - 1998
Skills
Enterprise Software, SaaS, Cloud Computing, Professional Services, Salesforce.com, Channel, Sales Enablement, Business Alliances, Partner Management, Virtualization, Direct Sales, CRM, Business Development, Pre-sales, Product Marketing, Start-ups, Cross-functional Team..., Management, Channel Partners, Sales Process, Account Management
Education
The George Washington University 2000 — 2001
Certificate Program, e-Business Program
University of Maryland College Park 1990 — 1994
BA, Economics and Business Mgt
Gonzaga 1986 — 1990
Erica Thomas's Merrill Lynch Experience June 2008 - May 2013
Job ETF Sales at Tradeweb
Industry Financial Services
Experience
Tradeweb April 2015 - Present
Bank of America May 2013 - February 2015
Merrill Lynch June 2008 - May 2013
Merrill Lynch February 2007 - June 2008
Education
The George Washington University - School of Business 2000 — 2004
Tradeweb April 2015 - Present
Bank of America May 2013 - February 2015
Merrill Lynch June 2008 - May 2013
Merrill Lynch February 2007 - June 2008
Education
The George Washington University - School of Business 2000 — 2004
Pamela Hochstadt's Merrill Lynch Experience 2001 - 2003
Job Prime Buchholz Hedge Fund Research Analyst
Industry Financial Services
Experience
Prime, Buchholz & Associates September 2011 - Present
Nexar Capital LLC April 2009 - August 2011
Societe Generale Asset Management November 2007 - April 2009
EIM Management (USA) Inc. July 2003 - November 2007
Merrill Lynch 2001 - 2003
Education
The George Washington University 1999 — 2003
Bachelors of Business Administration, Finance
Prime, Buchholz & Associates September 2011 - Present
Nexar Capital LLC April 2009 - August 2011
Societe Generale Asset Management November 2007 - April 2009
EIM Management (USA) Inc. July 2003 - November 2007
Merrill Lynch 2001 - 2003
Education
The George Washington University 1999 — 2003
Bachelors of Business Administration, Finance
Stuart Landau, PE, MIRSE's Merrill Lynch Experience October 2000 - June 2004
Job Railway Signal and Train Control Engineer at CH2M
Industry Transportation/Trucking/Railroad
Experience
CH2M August 2011 - Present
Booz Allen Hamilton February 2010 - August 2011
JP Morgan Chase July 2005 - February 2010
Barclays Capital July 2004 - July 2005
Merrill Lynch October 2000 - June 2004
Credit Suisse First Boston October 1998 - September 2000
SIAC December 1996 - September 1998
Port Authority Trans-Hudson (PATH) Corp. February 1992 - December 1996
CBS Television Network January 1988 - January 1992
Skills
Signalling, Public Transport, Railway, Testing, Commissioning, Systems Engineering, Engineering, Engineering Management, SDLC
Education
The Cooper Union for the Advancement of Science and Art 1982 — 1986
BE, Electrical Engineering
The Bronx High School of Science 1978 — 1982
CH2M August 2011 - Present
Booz Allen Hamilton February 2010 - August 2011
JP Morgan Chase July 2005 - February 2010
Barclays Capital July 2004 - July 2005
Merrill Lynch October 2000 - June 2004
Credit Suisse First Boston October 1998 - September 2000
SIAC December 1996 - September 1998
Port Authority Trans-Hudson (PATH) Corp. February 1992 - December 1996
CBS Television Network January 1988 - January 1992
Skills
Signalling, Public Transport, Railway, Testing, Commissioning, Systems Engineering, Engineering, Engineering Management, SDLC
Education
The Cooper Union for the Advancement of Science and Art 1982 — 1986
BE, Electrical Engineering
The Bronx High School of Science 1978 — 1982
Emily Roccheggiani's Merrill Lynch Experience 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Education
The George Washington University 2004 — 2008
Merrill Lynch 2007 - Present
Education
The George Washington University 2004 — 2008
Dane Boeckermann, CPA's Merrill Lynch Experience 2001 - 2001
Job Principal at Boeckermann Grafstrom & Mayer
Industry Accounting
Experience
Boeckermann Grafstrom & Mayer November 2013 - Present
Northern Voices October 2010 - Present
Boeckermann, Grafstrom and Mayer, LLC CPAs September 2007 - November 2013
LarsonAllen September 2004 - September 2007
Braver PC 2003 - 2003
Walter Turnbull 2002 - 2002
Merrill Lynch 2001 - 2001
minneapolis area association of realtors 2000 - 2001
Skills
Auditing, Tax, Accounting, Internal Audit, CPA, Due Diligence, Financial Reporting, Management Consulting, Tax Preparation, Mergers & Acquisitions, Tax Accounting, Account Reconciliation, Forensic Accounting, Corporate Tax, GAAP, Internal Controls, General Ledger, Small Business, Income Tax, Sarbanes-Oxley Act, Tax Returns, Tax Research
Education
The George Washington University - School of Business 2003 — 2004
M.S, Accounting
Trinity University 1999 — 2003
B.A, Major: Accounting/Finance Minor: Economics
Eden Prairie High School 1996 — 1999
Diploma
Boeckermann Grafstrom & Mayer November 2013 - Present
Northern Voices October 2010 - Present
Boeckermann, Grafstrom and Mayer, LLC CPAs September 2007 - November 2013
LarsonAllen September 2004 - September 2007
Braver PC 2003 - 2003
Walter Turnbull 2002 - 2002
Merrill Lynch 2001 - 2001
minneapolis area association of realtors 2000 - 2001
Skills
Auditing, Tax, Accounting, Internal Audit, CPA, Due Diligence, Financial Reporting, Management Consulting, Tax Preparation, Mergers & Acquisitions, Tax Accounting, Account Reconciliation, Forensic Accounting, Corporate Tax, GAAP, Internal Controls, General Ledger, Small Business, Income Tax, Sarbanes-Oxley Act, Tax Returns, Tax Research
Education
The George Washington University - School of Business 2003 — 2004
M.S, Accounting
Trinity University 1999 — 2003
B.A, Major: Accounting/Finance Minor: Economics
Eden Prairie High School 1996 — 1999
Diploma
Erika Meddin's Merrill Lynch Experience May 1994 - December 1996
Job HR Business Partner at The World Bank
Industry Human Resources
Experience
The World Bank May 2015 - Present
The World Bank January 2011 - April 2015
The World Bank January 1997 - December 2010
Merrill Lynch May 1994 - December 1996
Embajada de Venezuela May 1993 - April 1994
Skills
Talent Management, Change Management, Performance Management, Human Resources, Organizational..., Coaching, Cultural Diversity, Deferred Compensation, Diversity Training, Employee Engagement, HR Consulting, HR Policies, HRIS, Management Consulting, Organizational Design, Organizational..., Personnel Management, Policy, Staff Management, Program Management, Succession Planning, Talent Acquisition, Strategic Planning, Management
Education
The George Washington University 1993 — 1995
M.A., Human Resource Management
Universidad de los Andes (VE) 1987 — 1993
Licenciada, Educacion
The World Bank May 2015 - Present
The World Bank January 2011 - April 2015
The World Bank January 1997 - December 2010
Merrill Lynch May 1994 - December 1996
Embajada de Venezuela May 1993 - April 1994
Skills
Talent Management, Change Management, Performance Management, Human Resources, Organizational..., Coaching, Cultural Diversity, Deferred Compensation, Diversity Training, Employee Engagement, HR Consulting, HR Policies, HRIS, Management Consulting, Organizational Design, Organizational..., Personnel Management, Policy, Staff Management, Program Management, Succession Planning, Talent Acquisition, Strategic Planning, Management
Education
The George Washington University 1993 — 1995
M.A., Human Resource Management
Universidad de los Andes (VE) 1987 — 1993
Licenciada, Educacion
Nathan Perkins's Merrill Lynch Experience June 2009 - October 2014
Job Helping Successful Business Owners Navigate Tax Efficient Succession Planning & Exit Strategy ►ESOP Expert
Industry Investment Banking
Experience
CSG Partners October 2014 - Present
Merrill Lynch June 2009 - October 2014
Morgan Stanley November 2001 - June 2009
Skills
Mergers, Valuation, Financial Analysis, Private Equity, Investments, Due Diligence, Financial Modeling, Corporate Finance, Strategic Financial..., Investment Banking, ESOP, ERISA, Portfolio Management, Corporate Governance, Employee Benefits, Leveraged Finance, Finance, Mergers & Acquisitions, Financial Services, Equities, Management
Education
The George Washington University 1996 — 2000
BBA, Business
The George Washington University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CSG Partners October 2014 - Present
Merrill Lynch June 2009 - October 2014
Morgan Stanley November 2001 - June 2009
Skills
Mergers, Valuation, Financial Analysis, Private Equity, Investments, Due Diligence, Financial Modeling, Corporate Finance, Strategic Financial..., Investment Banking, ESOP, ERISA, Portfolio Management, Corporate Governance, Employee Benefits, Leveraged Finance, Finance, Mergers & Acquisitions, Financial Services, Equities, Management
Education
The George Washington University 1996 — 2000
BBA, Business
The George Washington University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ellina Berdichevsky, CPA's Merrill Lynch Experience October 2006 - May 2010
Job Law Clerk at Holland & Knight LLP
Industry Accounting
Experience
Holland & Knight LLP November 2014 - Present
Third District Court of Appeals May 2014 - June 2014
Deloitte November 2011 - March 2013
Acero Precision February 2011 - November 2011
Merrill Lynch October 2006 - May 2010
Philadelphia Suburban Development Corporation June 2007 - August 2007
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Auditing, Financial Reporting, Internal Controls, CPA, SEC filings, Tax, GAAP, Financial Accounting, Management
Education
University of Miami 2013 — 2016
Doctor of Law (J.D.) / LLM, Taxation, 3.91/4.0
The George Washington University - School of Business 2009 — 2010
Masters in Accountancy, Accounting
The George Washington University - School of Business 2005 — 2009
Bachelors in Accountancy, Accounting
Holland & Knight LLP November 2014 - Present
Third District Court of Appeals May 2014 - June 2014
Deloitte November 2011 - March 2013
Acero Precision February 2011 - November 2011
Merrill Lynch October 2006 - May 2010
Philadelphia Suburban Development Corporation June 2007 - August 2007
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, Auditing, Financial Reporting, Internal Controls, CPA, SEC filings, Tax, GAAP, Financial Accounting, Management
Education
University of Miami 2013 — 2016
Doctor of Law (J.D.) / LLM, Taxation, 3.91/4.0
The George Washington University - School of Business 2009 — 2010
Masters in Accountancy, Accounting
The George Washington University - School of Business 2005 — 2009
Bachelors in Accountancy, Accounting
Jennie Patel's Merrill Lynch Experience March 2006 - July 2008
Job Program Manager at HSBC Global Markets COO Office
Industry Financial Services
Experience
HSBC August 2014 - Present
Barclays Investment Bank August 2013 - August 2014
Citi February 2012 - August 2013
Morgan Stanley November 2009 - January 2012
Merrill Lynch March 2006 - July 2008
BearingPoint October 2003 - March 2006
Technology Team August 2003 - October 2003
American Chamber of Commerce Executives June 2002 - July 2003
Skills
SDLC, Business Analysis, Business Process..., Project Management, Program Management, Requirements Gathering, Risk Management, Change Management, Business Process Design, Vendor Management, Strategic Planning, Business Strategy, Business Intelligence, Governance, IT Strategy, Management
Education
The George Washington University - School of Business 1998 — 2002
Masters, Information Systems Technology
The George Washington University - School of Business 1998 — 2002
Bachelor of Business Administration, Finance and Information Systems
HSBC August 2014 - Present
Barclays Investment Bank August 2013 - August 2014
Citi February 2012 - August 2013
Morgan Stanley November 2009 - January 2012
Merrill Lynch March 2006 - July 2008
BearingPoint October 2003 - March 2006
Technology Team August 2003 - October 2003
American Chamber of Commerce Executives June 2002 - July 2003
Skills
SDLC, Business Analysis, Business Process..., Project Management, Program Management, Requirements Gathering, Risk Management, Change Management, Business Process Design, Vendor Management, Strategic Planning, Business Strategy, Business Intelligence, Governance, IT Strategy, Management
Education
The George Washington University - School of Business 1998 — 2002
Masters, Information Systems Technology
The George Washington University - School of Business 1998 — 2002
Bachelor of Business Administration, Finance and Information Systems
Hyuk Jung's Merrill Lynch Experience June 2004 - August 2004
Job Student at The George Washington University School of Business
Industry Management Consulting
Experience
The Nielsen Company May 2008 - Present
CDS, Inc June 2005 - June 2007
Merrill Lynch June 2004 - August 2004
Republic of Korea, Special Attack Corps February 1998 - May 2000
Education
The George Washington University - School of Business 2007 — 2009
Master's, MBA
University of California, San Diego 2001 — 2005
B.A., Economics
The Nielsen Company May 2008 - Present
CDS, Inc June 2005 - June 2007
Merrill Lynch June 2004 - August 2004
Republic of Korea, Special Attack Corps February 1998 - May 2000
Education
The George Washington University - School of Business 2007 — 2009
Master's, MBA
University of California, San Diego 2001 — 2005
B.A., Economics
Margot (Russo) Tomer's Merrill Lynch Experience 2003 - 2004
Job Director, Finance at The Pew Charitable Trusts
Industry Financial Services
Experience
The Pew Charitable Trusts June 2015 - Present
The Pew Charitable Trusts April 2011 - May 2015
The Pew Charitable Trusts November 2010 - April 2011
American Express March 2007 - November 2010
CSC Consulting May 2006 - March 2007
BearingPoint Inc., 2004 - 2006
Merrill Lynch 2003 - 2004
Education
The George Washington University 1999 — 2003
The Pew Charitable Trusts June 2015 - Present
The Pew Charitable Trusts April 2011 - May 2015
The Pew Charitable Trusts November 2010 - April 2011
American Express March 2007 - November 2010
CSC Consulting May 2006 - March 2007
BearingPoint Inc., 2004 - 2006
Merrill Lynch 2003 - 2004
Education
The George Washington University 1999 — 2003
Aubrey Rosenthal's Merrill Lynch Experience 401k SpecialistFidelity Investments2004 - 2005
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 401k SpecialistFidelity Investments2004 - 2005
Education
The George Washington University 1993 — 1997
Merrill Lynch 401k SpecialistFidelity Investments2004 - 2005
Education
The George Washington University 1993 — 1997
Stephen Cropper's Merrill Lynch Experience 2005 - 2008
Job TRADER / PORTFOLIO MANAGER
Industry Investment Management
Experience
DRW Trading Group July 2012 - Present
ACG LLC 2011 - Present
UBS Investment Bank 2010 - 2011
Barclays Capital 2008 - 2009
Merrill Lynch 2005 - 2008
Education
Jesuit High School of New Orleans
Ole Miss
The George Washington University
DRW Trading Group July 2012 - Present
ACG LLC 2011 - Present
UBS Investment Bank 2010 - 2011
Barclays Capital 2008 - 2009
Merrill Lynch 2005 - 2008
Education
Jesuit High School of New Orleans
Ole Miss
The George Washington University
A. Tuan Hoang's Merrill Lynch Experience July 2008 - February 2009
Job Program Specialist at US Agency for International Development
Industry Financial Services
Experience
US Agency for International Development August 2010 - Present
USAID August 2010 - May 2012
IT Shows, Inc. April 2009 - August 2010
PBGC November 2005 - April 2009
Merrill Lynch July 2008 - February 2009
Skills
Federal Government, Government, Economics, Analysis, Public Policy, Financial Analysis, Financial Modeling, Policy Analysis, Program Evaluation, Strategic Planning, Nonprofits, Data Analysis, Program Management, Microsoft Excel, International Relations, International..., Research
Education
The George Washington University - School of Business
US Agency for International Development August 2010 - Present
USAID August 2010 - May 2012
IT Shows, Inc. April 2009 - August 2010
PBGC November 2005 - April 2009
Merrill Lynch July 2008 - February 2009
Skills
Federal Government, Government, Economics, Analysis, Public Policy, Financial Analysis, Financial Modeling, Policy Analysis, Program Evaluation, Strategic Planning, Nonprofits, Data Analysis, Program Management, Microsoft Excel, International Relations, International..., Research
Education
The George Washington University - School of Business
Kristen Packett's Merrill Lynch Experience April 2006 - April 2007
Job Financial Leadership Development Program @ Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin June 2007 - Present
Merrill Lynch April 2006 - April 2007
USA for United Nations High Commissioner for Refugees August 2004 - December 2004
Education
The George Washington University
BBA
Lockheed Martin June 2007 - Present
Merrill Lynch April 2006 - April 2007
USA for United Nations High Commissioner for Refugees August 2004 - December 2004
Education
The George Washington University
BBA
John Platner's Merrill Lynch Experience 1998 - 1999
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management July 2013 - January 2015
J.P. Morgan Corporate & Investment Bank Investor Services 2012 - 2013
J.P. Morgan Worldwide Securities Services 2010 - 2012
J.P. Morgan Investment Management 2007 - 2010
J.P. Morgan Investment Management 2003 - 2007
J.P. Morgan Private Bank 2000 - 2002
J.P. Morgan Private Bank 1999 - 2000
Merrill Lynch 1998 - 1999
Education
The George Washington University 1994 — 1998
BBA, Finance / Economics
The George Washington University - School of Business 1994 — 1998
Bachelors of Business Administration, Finance & Economics
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management July 2013 - January 2015
J.P. Morgan Corporate & Investment Bank Investor Services 2012 - 2013
J.P. Morgan Worldwide Securities Services 2010 - 2012
J.P. Morgan Investment Management 2007 - 2010
J.P. Morgan Investment Management 2003 - 2007
J.P. Morgan Private Bank 2000 - 2002
J.P. Morgan Private Bank 1999 - 2000
Merrill Lynch 1998 - 1999
Education
The George Washington University 1994 — 1998
BBA, Finance / Economics
The George Washington University - School of Business 1994 — 1998
Bachelors of Business Administration, Finance & Economics
Dan Whitley, CIPM's Merrill Lynch Experience September 2007 - January 2008
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase January 2015 - Present
JPMorgan Chase November 2012 - December 2014
JPMorgan Chase September 2012 - November 2012
Cambridge Associates June 2010 - July 2012
Cambridge Associates March 2010 - June 2010
Cambridge Associates June 2008 - March 2010
Merrill Lynch September 2007 - January 2008
Shenkman Capital Management June 2007 - August 2007
Skills
Financial Analysis, Investments, Financial Reporting, Financial Modeling, Bloomberg, Performance Measurement, Investment Performance, Performance Reporting, Quality Assurance, GIPS Compliance, GIPS, Verification, Composite Structures, Asset Management
Education
The George Washington University 2004 — 2008
BBA, Finance
The George Washington University - School of Business 2004 — 2008
BBA, Finance
Mater Dei 2000 — 2004
JPMorgan Chase January 2015 - Present
JPMorgan Chase November 2012 - December 2014
JPMorgan Chase September 2012 - November 2012
Cambridge Associates June 2010 - July 2012
Cambridge Associates March 2010 - June 2010
Cambridge Associates June 2008 - March 2010
Merrill Lynch September 2007 - January 2008
Shenkman Capital Management June 2007 - August 2007
Skills
Financial Analysis, Investments, Financial Reporting, Financial Modeling, Bloomberg, Performance Measurement, Investment Performance, Performance Reporting, Quality Assurance, GIPS Compliance, GIPS, Verification, Composite Structures, Asset Management
Education
The George Washington University 2004 — 2008
BBA, Finance
The George Washington University - School of Business 2004 — 2008
BBA, Finance
Mater Dei 2000 — 2004
Prabu Soundararajan's Merrill Lynch Experience June 2004 - March 2008
Job Director at Resource America Inc.
Industry Financial Services
Experience
Resource America Inc. October 2014 - Present
Stifel Nicolaus Weisel & Co. 2012 - October 2014
Vantage Capital Group July 2010 - February 2012
Stone Castle Partners March 2008 - 2010
Merrill Lynch June 2004 - March 2008
Education
The Cooper Union for the Advancement of Science and Art 2000 — 2004
Bachelor of Engineering (B.E.), Electrical Engineering
Resource America Inc. October 2014 - Present
Stifel Nicolaus Weisel & Co. 2012 - October 2014
Vantage Capital Group July 2010 - February 2012
Stone Castle Partners March 2008 - 2010
Merrill Lynch June 2004 - March 2008
Education
The Cooper Union for the Advancement of Science and Art 2000 — 2004
Bachelor of Engineering (B.E.), Electrical Engineering
Katy Matvey's Merrill Lynch Experience January 2011 - September 2012
Job Operational Risk Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Bank of America October 2012 - November 2014
Merrill Lynch January 2011 - September 2012
U.S. Trust May 2010 - December 2010
U.S. Trust November 2009 - May 2010
Bank of America March 2007 - October 2009
Bank of America September 2005 - March 2007
Bank of America July 2004 - September 2005
The World Bank March 2004 - July 2004
The World Bank July 2002 - February 2004
Skills
Banking, Financial Services, Securities, Mutual Funds, Asset Management, Operational Risk..., Wealth Management, Financial Analysis, Process Improvement, Due Diligence, Risk Management, Risk Assessment, Risk Analytics, Standards Compliance, Program Management, Project Management, International Project..., International Business, International Relations, International..., Asia Pacific, Asian Business, Russian, Spanish
Education
The George Washington University 1994 — 1996
Master of Arts (M.A.), International Relations and Affairs
The George Washington University - School of Business 1993 — 1996
Master of Business Administration (M.B.A.), Adminstration
The George Washington University 1989 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs
Wells Fargo November 2014 - Present
Bank of America October 2012 - November 2014
Merrill Lynch January 2011 - September 2012
U.S. Trust May 2010 - December 2010
U.S. Trust November 2009 - May 2010
Bank of America March 2007 - October 2009
Bank of America September 2005 - March 2007
Bank of America July 2004 - September 2005
The World Bank March 2004 - July 2004
The World Bank July 2002 - February 2004
Skills
Banking, Financial Services, Securities, Mutual Funds, Asset Management, Operational Risk..., Wealth Management, Financial Analysis, Process Improvement, Due Diligence, Risk Management, Risk Assessment, Risk Analytics, Standards Compliance, Program Management, Project Management, International Project..., International Business, International Relations, International..., Asia Pacific, Asian Business, Russian, Spanish
Education
The George Washington University 1994 — 1996
Master of Arts (M.A.), International Relations and Affairs
The George Washington University - School of Business 1993 — 1996
Master of Business Administration (M.B.A.), Adminstration
The George Washington University 1989 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs
Michael Boyden's Merrill Lynch Experience 2003 - 2007
Job Managing Partner at Goldenridge Capital LLC
Industry Financial Services
Experience
Goldenridge Capital LLC 2007 - Present
BBVA Securities, Inc. 2008 - 2011
Merrill Lynch 2003 - 2007
U.S. Department of Housing and Urban Development 1999 - 2001
The White House 1997 - 1999
The White House 1996 - 1997
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Equities, Investments, Capital Markets, Corporate Finance, Fixed Income, LBO, Mergers, Due Diligence, Financial Analysis, Emerging Markets, Restructuring, Workout, Distressed Investing, Entrepreneurship, Social Entrepreneurship, Start-up Ventures, Special Situations, Alternative Investments, Structured Finance, Leveraged Finance, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance, Entrepreneurship
The George Washington University 1999 — 2001
MA, Philosophy and Social Policy
University of Utah 1995 — 1998
BA, Economics
Goldenridge Capital LLC 2007 - Present
BBVA Securities, Inc. 2008 - 2011
Merrill Lynch 2003 - 2007
U.S. Department of Housing and Urban Development 1999 - 2001
The White House 1997 - 1999
The White House 1996 - 1997
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Equities, Investments, Capital Markets, Corporate Finance, Fixed Income, LBO, Mergers, Due Diligence, Financial Analysis, Emerging Markets, Restructuring, Workout, Distressed Investing, Entrepreneurship, Social Entrepreneurship, Start-up Ventures, Special Situations, Alternative Investments, Structured Finance, Leveraged Finance, Mergers & Acquisitions, Corporate Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance, Entrepreneurship
The George Washington University 1999 — 2001
MA, Philosophy and Social Policy
University of Utah 1995 — 1998
BA, Economics
Rob Colligan's Merrill Lynch Experience August 1999 - August 2002
Job Chief Financial Officer at Chimera Investment Corporation
Industry Financial Services
Experience
Chimera Investment Corporation May 2013 - Present
Starwood Capital Group 2008 - May 2013
Bear Stearns August 2002 - June 2008
Merrill Lynch August 1999 - August 2002
PricewaterhouseCoopers January 1993 - August 1999
Skills
Hedge Funds, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Asset Managment, Due Diligence, Fixed Income, Financial Reporting, Corporate Finance, Accounting, Private Equity
Education
The George Washington University 1996 — 1998
MST, Taxation / Finance
Villanova 1989 — 1993
BS, Accounting
Chimera Investment Corporation May 2013 - Present
Starwood Capital Group 2008 - May 2013
Bear Stearns August 2002 - June 2008
Merrill Lynch August 1999 - August 2002
PricewaterhouseCoopers January 1993 - August 1999
Skills
Hedge Funds, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Asset Managment, Due Diligence, Fixed Income, Financial Reporting, Corporate Finance, Accounting, Private Equity
Education
The George Washington University 1996 — 1998
MST, Taxation / Finance
Villanova 1989 — 1993
BS, Accounting
Glenn Silverstein's Merrill Lynch Experience May 2013 - Present
Job Associate, Equity Origination at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
RBS Markets & International Banking September 2009 - May 2013
Education
The George Washington University - School of Business 2005 — 2009
Merrill Lynch May 2013 - Present
RBS Markets & International Banking September 2009 - May 2013
Education
The George Washington University - School of Business 2005 — 2009
James Finver's Merrill Lynch Experience July 2007 - April 2008
Job Executive Director, UBS
Industry Financial Services
Experience
UBS Wealth Management March 2010 - Present
Independent Consultant October 2008 - February 2010
Merrill Lynch July 2007 - April 2008
UBS Financial Services Inc 2003 - 2007
UBS Wealth Management 2000 - 2003
UBS / PaineWebber 1989 - 2000
Skills
SDLC, Business Analysis, Program Management, Leadership, Vendor Management, Risk Management, Business Intelligence, IT Strategy, Management, Cross-functional Team..., Financial Services, Software Development, Process Improvement, Project Delivery, Requirements Analysis, Team Building, Portfolio Management, Application Performance...
Education
The George Washington University 1982 — 1986
UBS Wealth Management March 2010 - Present
Independent Consultant October 2008 - February 2010
Merrill Lynch July 2007 - April 2008
UBS Financial Services Inc 2003 - 2007
UBS Wealth Management 2000 - 2003
UBS / PaineWebber 1989 - 2000
Skills
SDLC, Business Analysis, Program Management, Leadership, Vendor Management, Risk Management, Business Intelligence, IT Strategy, Management, Cross-functional Team..., Financial Services, Software Development, Process Improvement, Project Delivery, Requirements Analysis, Team Building, Portfolio Management, Application Performance...
Education
The George Washington University 1982 — 1986
Julie Sheffet's Merrill Lynch Experience 1997 - 1998
Job Managing Director, Human Resources and Total Rewards at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
TD Ameritrade April 2008 - Present
Johnson Associates 1998 - 2008
Merrill Lynch 1997 - 1998
American Express 1995 - 1997
Mercer Human Resource Consulting 1993 - 1995
Skills
Talent Management, Human Resources, Risk Management, Onboarding, Workforce Planning, Employee Benefits, Deferred Compensation, Employee Engagement, Organizational Design, Management, Recruiting, Performance Management, Organizational..., Strategy, Financial Services, Leadership Development, Vendor Management, Talent Acquisition, Succession Planning, Employee Relations, Personnel Management, Equities, Series 7, Executive Pay, HRIS, Applicant Tracking..., Change Management
Education
The George Washington University 1991 — 1993
TD Ameritrade January 2013 - Present
TD Ameritrade April 2008 - Present
Johnson Associates 1998 - 2008
Merrill Lynch 1997 - 1998
American Express 1995 - 1997
Mercer Human Resource Consulting 1993 - 1995
Skills
Talent Management, Human Resources, Risk Management, Onboarding, Workforce Planning, Employee Benefits, Deferred Compensation, Employee Engagement, Organizational Design, Management, Recruiting, Performance Management, Organizational..., Strategy, Financial Services, Leadership Development, Vendor Management, Talent Acquisition, Succession Planning, Employee Relations, Personnel Management, Equities, Series 7, Executive Pay, HRIS, Applicant Tracking..., Change Management
Education
The George Washington University 1991 — 1993
Zahra Ahsan's Merrill Lynch Experience May 2006 - August 2006
Job Dedicated Advisor at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company July 2013 - Present
GW Medical Faculty Associates June 2012 - May 2013
MedStar Washington Hospital Center January 2010 - April 2012
NERA Economic Consulting May 2008 - August 2009
Ferris Baker Watts, Inc. May 2007 - December 2007
Merrill Lynch May 2006 - August 2006
Skills
Healthcare, Healthcare Management, Hospitals, Process Improvement, Project Management, Healthcare Information..., Physician Relations, Teamwork, Team Leadership, Microsoft Excel, Data Analysis, Strategic Planning, Customer Service, Financial Analysis, Healthcare Consulting, Quality Improvement, Performance Improvement
Education
The George Washington University 2010 — 2013
Master, Health Services Administration
The George Washington University 2005 — 2009
BA, Economics
The Advisory Board Company July 2013 - Present
GW Medical Faculty Associates June 2012 - May 2013
MedStar Washington Hospital Center January 2010 - April 2012
NERA Economic Consulting May 2008 - August 2009
Ferris Baker Watts, Inc. May 2007 - December 2007
Merrill Lynch May 2006 - August 2006
Skills
Healthcare, Healthcare Management, Hospitals, Process Improvement, Project Management, Healthcare Information..., Physician Relations, Teamwork, Team Leadership, Microsoft Excel, Data Analysis, Strategic Planning, Customer Service, Financial Analysis, Healthcare Consulting, Quality Improvement, Performance Improvement
Education
The George Washington University 2010 — 2013
Master, Health Services Administration
The George Washington University 2005 — 2009
BA, Economics
Bruce Lombardi's Merrill Lynch Experience October 2010 - September 2011
Job Managing Director
Industry Investment Management
Experience
Rockefeller & Co., Inc. October 2011 - Present
Merrill Lynch October 2010 - September 2011
JPMorgan Private Bank 1997 - February 2010
Deutsche Bank September 1994 - January 1997
Chase Manhattan Corporation March 1988 - June 1993
EF Hutton November 1986 - March 1988
National Bank of Georgia April 1983 - November 1986
Skills
Asset Allocation, Alternative Investments, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 1979 — 1982
Master Of Business Administration, International Business
The George Washington University 1975 — 1979
Bachelor of Arts, History
Rockefeller & Co., Inc. October 2011 - Present
Merrill Lynch October 2010 - September 2011
JPMorgan Private Bank 1997 - February 2010
Deutsche Bank September 1994 - January 1997
Chase Manhattan Corporation March 1988 - June 1993
EF Hutton November 1986 - March 1988
National Bank of Georgia April 1983 - November 1986
Skills
Asset Allocation, Alternative Investments, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 1979 — 1982
Master Of Business Administration, International Business
The George Washington University 1975 — 1979
Bachelor of Arts, History
Megan O'Rourke's Merrill Lynch Experience September 2002 - May 2003
Job Attorney at US Department of Health and Human Services
Industry Law Practice
Experience
US Department of Health and Human Services June 2011 - Present
Minnesota District Court - Fourth Judicial District September 2010 - May 2011
Hennepin County Attorney's Office May 2009 - June 2010
University of Minnesota Housing Law Clinic January 2010 - May 2010
University of Minnesota Law School October 2008 - May 2010
Balaod Mindanaw May 2008 - August 2008
Peace Corps Volunteer June 2005 - August 2007
Donahoe Kearney Law January 2005 - May 2005
Merrill Lynch September 2002 - May 2003
Skills
Litigation, Community Outreach, Policy Analysis
Education
University of Minnesota Law School 2007 — 2010
J.D., cum laude
The George Washington University 2001 — 2005
B.A., magna cum laude, Economics, Spanish
Hill-Murray School 1997 — 2001
High School Diploma
US Department of Health and Human Services June 2011 - Present
Minnesota District Court - Fourth Judicial District September 2010 - May 2011
Hennepin County Attorney's Office May 2009 - June 2010
University of Minnesota Housing Law Clinic January 2010 - May 2010
University of Minnesota Law School October 2008 - May 2010
Balaod Mindanaw May 2008 - August 2008
Peace Corps Volunteer June 2005 - August 2007
Donahoe Kearney Law January 2005 - May 2005
Merrill Lynch September 2002 - May 2003
Skills
Litigation, Community Outreach, Policy Analysis
Education
University of Minnesota Law School 2007 — 2010
J.D., cum laude
The George Washington University 2001 — 2005
B.A., magna cum laude, Economics, Spanish
Hill-Murray School 1997 — 2001
High School Diploma
Linda O'Brien, PMP's Merrill Lynch Experience September 2009 - August 2011
Job Vice President/Project Manager Enterprise Technology at Bank of America
Industry Financial Services
Experience
Bank of America August 2011 - October 2013
Merrill Lynch September 2009 - August 2011
Merrill Lynch October 2006 - June 2008
Merrill Lynch January 2004 - October 2006
Merrill Lynch June 1999 - January 2004
Merrill Lynch June 1996 - June 1999
New Jersey Manufacturers Insurance Company January 1989 - June 1996
Pitney Bowes November 1984 - February 1987
Pitney Bowes November 1981 - November 1984
Skills
Business Analysis, Business Intelligence, PMP, PMO, SDLC, Vendor Management, Project Portfolio..., Software Project..., IT Strategy, Program Management, Management, Project Management, Requirements Gathering, Visio, Leadership, Enterprise Software, Risk Management, Banking, Requirements Analysis, Integration
Education
Project Management Institute
PMP Certification, Project Management
The George Washington University
Certificate, Project Management
Thomas Edison State College
Bank of America August 2011 - October 2013
Merrill Lynch September 2009 - August 2011
Merrill Lynch October 2006 - June 2008
Merrill Lynch January 2004 - October 2006
Merrill Lynch June 1999 - January 2004
Merrill Lynch June 1996 - June 1999
New Jersey Manufacturers Insurance Company January 1989 - June 1996
Pitney Bowes November 1984 - February 1987
Pitney Bowes November 1981 - November 1984
Skills
Business Analysis, Business Intelligence, PMP, PMO, SDLC, Vendor Management, Project Portfolio..., Software Project..., IT Strategy, Program Management, Management, Project Management, Requirements Gathering, Visio, Leadership, Enterprise Software, Risk Management, Banking, Requirements Analysis, Integration
Education
Project Management Institute
PMP Certification, Project Management
The George Washington University
Certificate, Project Management
Thomas Edison State College
Sarah Schafer Glazer's Merrill Lynch Experience June 2007 - December 2008
Job Private Client Sales Assistant at HSBC Securities
Industry Financial Services
Experience
HSBC Securities October 2009 - Present
Merrill Lynch June 2007 - December 2008
Skills
Series 7, Financial Analysis, Portfolio Management, Investments, Equities, Fixed Income, Capital Markets, Financial Services, Mutual Funds
Education
The George Washington University 2003 — 2007
BBA, Finance, Marketing
The George Washington University - School of Business 2003 — 2007
BBA, Finance and Marketing
University of Melbourne - Melbourne Business School
HSBC Securities October 2009 - Present
Merrill Lynch June 2007 - December 2008
Skills
Series 7, Financial Analysis, Portfolio Management, Investments, Equities, Fixed Income, Capital Markets, Financial Services, Mutual Funds
Education
The George Washington University 2003 — 2007
BBA, Finance, Marketing
The George Washington University - School of Business 2003 — 2007
BBA, Finance and Marketing
University of Melbourne - Melbourne Business School
Fash Marvi's Merrill Lynch Experience January 1998 - July 2001
Job Fash
Industry Human Resources
Experience
Bank of America October 2014 - Present
MERRILL LYNCH & CO January 2005 - July 2011
Merrill Lynch January 1998 - July 2001
Merrill Lynch September 1994 - December 1997
Wheat First Securities January 1990 - January 1994
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Risk Management, Trading, Financial Analysis, Strategic Planning, Insurance, Electronic Trading, Strategic Financial..., Financial Advisory, Due Diligence, Finance, Financial Risk, Equities, SQL, Valuation, Contract Negotiation, Litigation
Education
All
Bachelor of Business Administration (BBA), Finance, General
The George Washington University
MBA; BBA, International Business; Finance
Bank of America October 2014 - Present
MERRILL LYNCH & CO January 2005 - July 2011
Merrill Lynch January 1998 - July 2001
Merrill Lynch September 1994 - December 1997
Wheat First Securities January 1990 - January 1994
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Risk Management, Trading, Financial Analysis, Strategic Planning, Insurance, Electronic Trading, Strategic Financial..., Financial Advisory, Due Diligence, Finance, Financial Risk, Equities, SQL, Valuation, Contract Negotiation, Litigation
Education
All
Bachelor of Business Administration (BBA), Finance, General
The George Washington University
MBA; BBA, International Business; Finance
Alyson Candino's Merrill Lynch Experience April 1996 - Present
Job VP of Finance at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1996 - Present
Education
The George Washington University - School of Business 1989 — 1993
BA Accounting, Accounting
Merrill Lynch April 1996 - Present
Education
The George Washington University - School of Business 1989 — 1993
BA Accounting, Accounting
Joan Capp's Merrill Lynch Experience January 1998 - January 1999
Job Technical Writer at Capp Consults
Industry Education Management
Experience
Board of Education, Monroe Township, NJ October 2012 - Present
Capp Consults June 2010 - Present
Purdue Pharma June 2011 - September 2011
The Center for Professional Advancement (CfPA) June 2000 - March 2010
Merrill Lynch January 1998 - January 1999
Skills
Pharmaceutical Industry, Training, Technical Writing, Training Manuals, Editing, Training Management, Instructional Design, Management, Project Management, Program Management, Quality Assurance, English, GMP, FDA, Writing, Problem Solving, Curriculum Development, Employee Training, Teamwork, Coaching, Validation, Team Building, Employee Relations, Software Documentation, Curriculum Design, Adult Education, Supervisory Skills, Microsoft Office, Research, Documentation, Vendor Management, Teaching, Adult Learning Theory, PowerPoint, Sop, Microsoft Word, Technical Training, ADDIE, Interviews, Quality Management, Customer Relations, Pharmaceuticals, Onboarding, Career Development, SOP, Leadership
Education
Graduate School of Education, Rutgers University 1983 — 1985
M. ED, Industrial Psychology
The George Washington University 1966 — 1970
BA, Secondary Education
Board of Education, Monroe Township, NJ October 2012 - Present
Capp Consults June 2010 - Present
Purdue Pharma June 2011 - September 2011
The Center for Professional Advancement (CfPA) June 2000 - March 2010
Merrill Lynch January 1998 - January 1999
Skills
Pharmaceutical Industry, Training, Technical Writing, Training Manuals, Editing, Training Management, Instructional Design, Management, Project Management, Program Management, Quality Assurance, English, GMP, FDA, Writing, Problem Solving, Curriculum Development, Employee Training, Teamwork, Coaching, Validation, Team Building, Employee Relations, Software Documentation, Curriculum Design, Adult Education, Supervisory Skills, Microsoft Office, Research, Documentation, Vendor Management, Teaching, Adult Learning Theory, PowerPoint, Sop, Microsoft Word, Technical Training, ADDIE, Interviews, Quality Management, Customer Relations, Pharmaceuticals, Onboarding, Career Development, SOP, Leadership
Education
Graduate School of Education, Rutgers University 1983 — 1985
M. ED, Industrial Psychology
The George Washington University 1966 — 1970
BA, Secondary Education
Shelton Radix's Merrill Lynch Experience April 2010 - August 2013
Job Client Services FSA and HSA at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
Park Avenue Securities July 2014 - January 2015
Merrill Lynch April 2010 - August 2013
Pershing, a BNY Mellon company August 2000 - August 2004
Skills
Customer Service, Strategic Planning, Public Speaking, Team Building, Microsoft Office, netx360, Research, Nonprofits, Leadership Development, Coaching, Actimize, Staff Development, Leadership, Entrepreneurship, Banking
Education
The General Theological Seminary 2004 — 2007
Masters of Divinity, Religious/Sacred Music
Bernard Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Operations Management and Supervision
Oueen's Royal College 1982 — 1990
Canbridge university "A lever" highschool certificate, Economics and Business studies.
BNY Mellon November 2014 - Present
Park Avenue Securities July 2014 - January 2015
Merrill Lynch April 2010 - August 2013
Pershing, a BNY Mellon company August 2000 - August 2004
Skills
Customer Service, Strategic Planning, Public Speaking, Team Building, Microsoft Office, netx360, Research, Nonprofits, Leadership Development, Coaching, Actimize, Staff Development, Leadership, Entrepreneurship, Banking
Education
The General Theological Seminary 2004 — 2007
Masters of Divinity, Religious/Sacred Music
Bernard Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Operations Management and Supervision
Oueen's Royal College 1982 — 1990
Canbridge university "A lever" highschool certificate, Economics and Business studies.
Byron Walker's Merrill Lynch Experience 2009 - 2009
Job Project Manager at AJ Greenwich Construction Management
Industry Real Estate
Experience
Walker Construction & Development Ltd May 2015 - Present
Verboten March 2014 - Present
AJG Construction April 2013 - Present
Price Waterhouse Coopers September 2010 - March 2013
Fieldstone Private Capital Group Ltd May 2009 - August 2009
Fulcrum Securities October 2008 - January 2009
Merrill Lynch 2009 - 2009
Education
The George Washington University - School of Business 2006 — 2010
BA, Finance
Walker Construction & Development Ltd May 2015 - Present
Verboten March 2014 - Present
AJG Construction April 2013 - Present
Price Waterhouse Coopers September 2010 - March 2013
Fieldstone Private Capital Group Ltd May 2009 - August 2009
Fulcrum Securities October 2008 - January 2009
Merrill Lynch 2009 - 2009
Education
The George Washington University - School of Business 2006 — 2010
BA, Finance
Judy Clare's Merrill Lynch Experience March 2001 - November 2001
Job Vice President; MS Online Risk Manager at Morgan Stanley
Industry Banking
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley February 2013 - December 2014
Morgan Stanley Smith Barney December 2005 - February 2013
Barclays 2002 - 2005
Merrill Lynch March 2001 - November 2001
J.P. Morgan 1999 - 2001
J.P. Morgan 1996 - 1999
Skills
Wealth Management, Capital Markets, Securities, Fixed Income, Equities, Financial Services, Hedge Funds, Business Analysis, Series 63, Portfolio Management, Finance, Management, Risk Management, Financial Risk, Operational Risk, Credit Risk, Alternative Investments, Series 7, Banking, Strategy, Mutual Funds, Vendor Management, Asset Management
Education
New York University - Leonard N. Stern School of Business
MBA, International Business, Finance, Marketing
The George Washington University
Bachelor of Accountancy, Accounting
Morgan Stanley December 2014 - Present
Morgan Stanley February 2013 - December 2014
Morgan Stanley Smith Barney December 2005 - February 2013
Barclays 2002 - 2005
Merrill Lynch March 2001 - November 2001
J.P. Morgan 1999 - 2001
J.P. Morgan 1996 - 1999
Skills
Wealth Management, Capital Markets, Securities, Fixed Income, Equities, Financial Services, Hedge Funds, Business Analysis, Series 63, Portfolio Management, Finance, Management, Risk Management, Financial Risk, Operational Risk, Credit Risk, Alternative Investments, Series 7, Banking, Strategy, Mutual Funds, Vendor Management, Asset Management
Education
New York University - Leonard N. Stern School of Business
MBA, International Business, Finance, Marketing
The George Washington University
Bachelor of Accountancy, Accounting
Myles McGreavy's Merrill Lynch Experience May 2010 - August 2010
Job Analyst at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management July 2014 - Present
Credit Suisse July 2012 - July 2014
Potomac River Capital LLC January 2012 - May 2012
Credit Suisse June 2011 - August 2011
Hovde Capital September 2010 - May 2011
Merrill Lynch May 2010 - August 2010
Podesta Group September 2009 - May 2010
U.S. House of Representatives January 2009 - May 2009
Skills
Equities, Hedge Funds, Financial Services, Wealth Management, Leveraged Finance, Global Macro, Capital Markets, Bloomberg, Financial Modeling, Valuation, Fixed Income, Investment Banking
Education
The George Washington University 2008 — 2012
BA, Economics
Tabor Academy 2004 — 2008
Och-Ziff Capital Management July 2014 - Present
Credit Suisse July 2012 - July 2014
Potomac River Capital LLC January 2012 - May 2012
Credit Suisse June 2011 - August 2011
Hovde Capital September 2010 - May 2011
Merrill Lynch May 2010 - August 2010
Podesta Group September 2009 - May 2010
U.S. House of Representatives January 2009 - May 2009
Skills
Equities, Hedge Funds, Financial Services, Wealth Management, Leveraged Finance, Global Macro, Capital Markets, Bloomberg, Financial Modeling, Valuation, Fixed Income, Investment Banking
Education
The George Washington University 2008 — 2012
BA, Economics
Tabor Academy 2004 — 2008
Kenneth Jernigan's Merrill Lynch Experience 2002 - 2003
Job SBA 504 Loan Officer at Self Help Ventures Fund
Industry Financial Services
Experience
Self Help Ventures Fund July 2012 - Present
Self-Help February 2007 - July 2012
A.G. Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
WineSource 1997 - 2001
Fairchild-Dornier 1993 - 1997
Barclays Bank 1981 - 1993
Manufacturers Hanover Trust 1978 - 1981
U.S. Department of State 1975 - 1978
Skills
Investments, Small Business Lending, Loans, Banking, Mortgage Lending, Business Development, Financial Analysis, Commercial Lending, Underwriting, Finance, Credit Analysis, Portfolio Management, Commercial Real Estate, Financial Modeling, Credit, Due Diligence
Education
The George Washington University 1973 — 1975
MA, Economics
The George Washington University 1967 — 1971
BA, International Politics
Self Help Ventures Fund July 2012 - Present
Self-Help February 2007 - July 2012
A.G. Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
WineSource 1997 - 2001
Fairchild-Dornier 1993 - 1997
Barclays Bank 1981 - 1993
Manufacturers Hanover Trust 1978 - 1981
U.S. Department of State 1975 - 1978
Skills
Investments, Small Business Lending, Loans, Banking, Mortgage Lending, Business Development, Financial Analysis, Commercial Lending, Underwriting, Finance, Credit Analysis, Portfolio Management, Commercial Real Estate, Financial Modeling, Credit, Due Diligence
Education
The George Washington University 1973 — 1975
MA, Economics
The George Washington University 1967 — 1971
BA, International Politics
John Getchis's Merrill Lynch Experience 1983 - 1990
Job Senior Vice President Office of Capital Markets, Ginnie Mae
Industry Financial Services
Experience
Government National Mortgage Association July 2012 - Present
Ally Financial Inc. October 2009 - February 2012
Ally Financial Inc. [formally GMAC-RFC] December 1999 - October 2009
Redwood Trust 1998 - 1999
CoreStates Securities Group [a subsidiary of CoreStates Bank N.A.] 1997 - 1998
First Buckingham Group 1991 - 1996
Merrill Lynch 1983 - 1990
Freddie Mac 1977 - 1983
Skills
Capital Markets, Change Management, Securitization, Product Management, Structured Finance, Risk Management, Credit Risk, Banking, Staff Development, Investment Banking, Securities, Fixed Income, Financial Risk, Due Diligence, Loans, Mortgage Lending, Mergers & Acquisitions, Market Risk, Valuation, Trading, Financial Services, Finance
Education
The George Washington University - School of Business 1979 — 1981
Masters in Business Administration, Finance
University of Maryland-Robert H. Smith School of Business 1971 — 1975
Bachelor of Science, Accounting & Production Management
Government National Mortgage Association July 2012 - Present
Ally Financial Inc. October 2009 - February 2012
Ally Financial Inc. [formally GMAC-RFC] December 1999 - October 2009
Redwood Trust 1998 - 1999
CoreStates Securities Group [a subsidiary of CoreStates Bank N.A.] 1997 - 1998
First Buckingham Group 1991 - 1996
Merrill Lynch 1983 - 1990
Freddie Mac 1977 - 1983
Skills
Capital Markets, Change Management, Securitization, Product Management, Structured Finance, Risk Management, Credit Risk, Banking, Staff Development, Investment Banking, Securities, Fixed Income, Financial Risk, Due Diligence, Loans, Mortgage Lending, Mergers & Acquisitions, Market Risk, Valuation, Trading, Financial Services, Finance
Education
The George Washington University - School of Business 1979 — 1981
Masters in Business Administration, Finance
University of Maryland-Robert H. Smith School of Business 1971 — 1975
Bachelor of Science, Accounting & Production Management
Jim Coombs's Merrill Lynch Experience February 1993 - December 2001
Job VP, Senior Business Analyst at First Niagara Bank
Industry Banking
Experience
IIBA Buffalo December 2014 - Present
First Niagara Bank October 2011 - Present
IIBA Buffalo 2012 - 2014
TD Bank June 2006 - October 2011
TD Bank January 2002 - June 2006
Merrill Lynch February 1993 - December 2001
Skills
SDLC, Requirements Gathering, Risk Management, Business Analysis, Vendor Management, Project Portfolio..., Data Modeling, PMP, IT Strategy, Requirements Analysis, Visio, Business Process..., Process Improvement, Banking, Project Management, Software Project...
Education
Pega Systems 2010 — 2010
Business Architect, Pega Rules and Process Commander
The George Washington University 2009 — 2009
Masters Certificate of Business Analysis
University of Southern Maine - School of Business 1988 — 1992
Bachelor's Degree, Business Administration (Finance Concentration)
IIBA Buffalo December 2014 - Present
First Niagara Bank October 2011 - Present
IIBA Buffalo 2012 - 2014
TD Bank June 2006 - October 2011
TD Bank January 2002 - June 2006
Merrill Lynch February 1993 - December 2001
Skills
SDLC, Requirements Gathering, Risk Management, Business Analysis, Vendor Management, Project Portfolio..., Data Modeling, PMP, IT Strategy, Requirements Analysis, Visio, Business Process..., Process Improvement, Banking, Project Management, Software Project...
Education
Pega Systems 2010 — 2010
Business Architect, Pega Rules and Process Commander
The George Washington University 2009 — 2009
Masters Certificate of Business Analysis
University of Southern Maine - School of Business 1988 — 1992
Bachelor's Degree, Business Administration (Finance Concentration)
Sahar Bitaraf's Merrill Lynch Experience January 2007 - August 2008
Job Security Solutions Consultant at Verizon
Industry Information Technology and Services
Experience
Verizon May 2014 - Present
AT&T August 2008 - May 2014
Merrill Lynch January 2007 - August 2008
Bureau of Alcohol, Tobacco, Firearms and Explosives November 2001 - January 2007
Skills
Security, Solution Selling, SaaS, Cloud Computing, Wireless, Data Center, Professional Services, Managed Services, MPLS, VoIP, IP, Unified Communications, Cisco Technologies, Active Directory, Telecommunications
Education
The George Washington University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Verizon May 2014 - Present
AT&T August 2008 - May 2014
Merrill Lynch January 2007 - August 2008
Bureau of Alcohol, Tobacco, Firearms and Explosives November 2001 - January 2007
Skills
Security, Solution Selling, SaaS, Cloud Computing, Wireless, Data Center, Professional Services, Managed Services, MPLS, VoIP, IP, Unified Communications, Cisco Technologies, Active Directory, Telecommunications
Education
The George Washington University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Luis G Vernet's Merrill Lynch Experience 2012 - 2013
Job J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan 2013 - Present
Merrill Lynch 2012 - 2013
BNP Paribas 2012 - 2012
Sabadell United Bank 2011 - 2011
HSM 2010 - 2010
Quantek Asset Management 2009 - 2009
Skills
Wealth Management, Private Banking, Finance, Research, Investments, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Portfolio Management, Bloomberg, Spanish, Capital Markets, Microsoft Word
Education
The George Washington University - School of Business 2008 — 2013
Bachelor of Business Administration (B.B.A.), International Business, Senior
Universidad Iberoamericana, Ciudad de Mexico 2010 — 2011
Study Abroad, Corporate Finance, International Business
J.P. Morgan 2013 - Present
Merrill Lynch 2012 - 2013
BNP Paribas 2012 - 2012
Sabadell United Bank 2011 - 2011
HSM 2010 - 2010
Quantek Asset Management 2009 - 2009
Skills
Wealth Management, Private Banking, Finance, Research, Investments, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Portfolio Management, Bloomberg, Spanish, Capital Markets, Microsoft Word
Education
The George Washington University - School of Business 2008 — 2013
Bachelor of Business Administration (B.B.A.), International Business, Senior
Universidad Iberoamericana, Ciudad de Mexico 2010 — 2011
Study Abroad, Corporate Finance, International Business
Shawn Wallack's Merrill Lynch Experience 2003 - 2006
Job Senior Director, Program Management at Welk Resort Group
Industry Information Technology and Services
Experience
Welk Resort Group July 2014 - Present
Discovery Communications 2013 - 2014
NBCUniversal, Inc. 2012 - 2013
HBO 2011 - 2012
Semtek 2010 - 2010
Beyazit Group (Beyazıt Şirketler Grubu) 2009 - 2010
Time Inc. 2008 - 2009
Merrill Lynch 2003 - 2006
Morgan Stanley 2002 - 2002
CSC Consulting 1995 - 2002
Education
The George Washington University - School of Business
MBA
The George Washington University - School of Business
BBA
Welk Resort Group July 2014 - Present
Discovery Communications 2013 - 2014
NBCUniversal, Inc. 2012 - 2013
HBO 2011 - 2012
Semtek 2010 - 2010
Beyazit Group (Beyazıt Şirketler Grubu) 2009 - 2010
Time Inc. 2008 - 2009
Merrill Lynch 2003 - 2006
Morgan Stanley 2002 - 2002
CSC Consulting 1995 - 2002
Education
The George Washington University - School of Business
MBA
The George Washington University - School of Business
BBA
John Roszkowski's Merrill Lynch Experience September 2010 - April 2011
Job Summer Analyst at Deloitte
Industry Accounting
George Sawabini's Merrill Lynch Experience November 1999 - May 2000
Job Senior Financial Analyst at Lockheed Martin
Industry Information Technology and Services
Experience
LOCKHEED MARTIN CORPORATION May 2009 - Present
LOCKHEED MARTIN CORPORATION January 2006 - April 2009
HILL INTERNATIONAL February 2004 - September 2005
WOODFORD WINTER CONSTRUCTION LTD October 2001 - January 2004
Morgan Stanley Smith Barney May 2000 - August 2001
Merrill Lynch November 1999 - May 2000
Education
The George Washington University
Master of Science; M.S.F, Finance
The George Washington University
Bachelor of Business Administration (B.B.A), Finance & Marketing
LOCKHEED MARTIN CORPORATION May 2009 - Present
LOCKHEED MARTIN CORPORATION January 2006 - April 2009
HILL INTERNATIONAL February 2004 - September 2005
WOODFORD WINTER CONSTRUCTION LTD October 2001 - January 2004
Morgan Stanley Smith Barney May 2000 - August 2001
Merrill Lynch November 1999 - May 2000
Education
The George Washington University
Master of Science; M.S.F, Finance
The George Washington University
Bachelor of Business Administration (B.B.A), Finance & Marketing
Brian McDermott's Merrill Lynch Experience September 2007 - May 2008
Job University of Texas at Austin McCombs School of Business
Industry Internet
Experience
HeTexted October 2012 - January 2014
Plated May 2013 - August 2013
PlanOut LLC June 2011 - August 2012
Skadden Arps June 2008 - June 2011
Merrill Lynch September 2007 - May 2008
Skills
Business Strategy, Start-ups, Entrepreneurship, Financial Modeling, Analytics, Marketing, Strategy, Venture Capital, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
The George Washington University 2004 — 2008
B.A., International Business
HeTexted October 2012 - January 2014
Plated May 2013 - August 2013
PlanOut LLC June 2011 - August 2012
Skadden Arps June 2008 - June 2011
Merrill Lynch September 2007 - May 2008
Skills
Business Strategy, Start-ups, Entrepreneurship, Financial Modeling, Analytics, Marketing, Strategy, Venture Capital, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
The George Washington University 2004 — 2008
B.A., International Business
Brandon Perzin's Merrill Lynch Experience January 2012 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Sports Industry Networking and Career Conference January 2011 - April 2011
National Republican Congressional Committee August 2010 - December 2010
Skills
Series 7, Financial Modeling, Investments, Bloomberg Terminal, Financial Analysis, Portfolio Management, Bloomberg, Capital Markets, Valuation, Finance, Microsoft Excel, PowerPoint, Corporate Finance, Microsoft Office, Social Media, Economics, Microsoft Word, Leadership, Salesforce.com
Education
The George Washington University 2007 — 2011
Bachelors of Business Administration, Finance, Sports Management
Moorestown Friends School 2004 — 2007
Merrill Lynch January 2012 - Present
Sports Industry Networking and Career Conference January 2011 - April 2011
National Republican Congressional Committee August 2010 - December 2010
Skills
Series 7, Financial Modeling, Investments, Bloomberg Terminal, Financial Analysis, Portfolio Management, Bloomberg, Capital Markets, Valuation, Finance, Microsoft Excel, PowerPoint, Corporate Finance, Microsoft Office, Social Media, Economics, Microsoft Word, Leadership, Salesforce.com
Education
The George Washington University 2007 — 2011
Bachelors of Business Administration, Finance, Sports Management
Moorestown Friends School 2004 — 2007
Steve Victor's Merrill Lynch Experience June 1983 - September 1998
Job Financial Advisor at RBC
Industry Financial Services
Experience
RBC November 2006 - Present
Legg Mason September 1998 - November 2007
Merrill Lynch June 1983 - September 1998
Skills
Investments, Financial Analysis, Asset Management, Finance, Portfolio Management, Financial Planning, Retirement Planning
Education
The George Washington University 1965 — 1969
Business Administration and Management, General
Cheltenham High School 1961 — 1965
RBC November 2006 - Present
Legg Mason September 1998 - November 2007
Merrill Lynch June 1983 - September 1998
Skills
Investments, Financial Analysis, Asset Management, Finance, Portfolio Management, Financial Planning, Retirement Planning
Education
The George Washington University 1965 — 1969
Business Administration and Management, General
Cheltenham High School 1961 — 1965
Rick Baer's Merrill Lynch Experience 1997 - Present
Job Senior Vice President, Wealth Management Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 1997 - Present
Education
The George Washington University 1984 — 1988
BBA, Finance
Merrill Lynch 1997 - Present
Education
The George Washington University 1984 — 1988
BBA, Finance
Andrew Niple's Merrill Lynch Experience July 2008 - July 2010
Job Vice President at Rockpoint Group
Industry Real Estate
Experience
Rockpoint Group August 2010 - Present
Merrill Lynch July 2008 - July 2010
Skills
Real Estate Economics, Valuation, Financial Analysis, Hedge Funds, Capital Markets, Due Diligence, Real Estate, Investments, Asset Management, Private Equity, Financial Modeling, Portfolio Management, Bloomberg, Strategy, Investment Banking, Finance
Education
The George Washington University 2004 — 2008
BBA, Finance, International Business, Psychology
The University of Freiburg 2007 — 2007
Study Abroad, European Union
Rockpoint Group August 2010 - Present
Merrill Lynch July 2008 - July 2010
Skills
Real Estate Economics, Valuation, Financial Analysis, Hedge Funds, Capital Markets, Due Diligence, Real Estate, Investments, Asset Management, Private Equity, Financial Modeling, Portfolio Management, Bloomberg, Strategy, Investment Banking, Finance
Education
The George Washington University 2004 — 2008
BBA, Finance, International Business, Psychology
The University of Freiburg 2007 — 2007
Study Abroad, European Union
Neil Bloomgarden's Merrill Lynch Experience June 1989 - March 2004
Job Managing Partner
Industry Financial Services
Experience
Conventus Capital LLC September 2011 - Present
Morgan Stanley June 2007 - March 2011
Merrill Lynch June 1989 - March 2004
Education
The George Washington University 1985 — 1989
BA, Finance
Conventus Capital LLC September 2011 - Present
Morgan Stanley June 2007 - March 2011
Merrill Lynch June 1989 - March 2004
Education
The George Washington University 1985 — 1989
BA, Finance
Margie (Marjan) Zarafshar's Merrill Lynch Experience 1993 - 1994
Job CFO at Advanced Computer Concepts
Industry Information Technology and Services
Experience
Advanced Computer Concepts 2001 - Present
Advanced Computer Concepts 1994 - 2001
Merrill Lynch 1993 - 1994
Skills
SaaS, Budgets, Management, Financial Systems, Accounting, Healthcare, Business Analysis, Non-profits, Marketing Strategy, Revenue Recognition, Contract Negotiation, Nonprofits, Change Management, Project Management, Business Strategy, Strategic Planning, Management Consulting, Program Management
Education
The George Washington University
BBA
The George Washington University - School of Business
MBA
Advanced Computer Concepts 2001 - Present
Advanced Computer Concepts 1994 - 2001
Merrill Lynch 1993 - 1994
Skills
SaaS, Budgets, Management, Financial Systems, Accounting, Healthcare, Business Analysis, Non-profits, Marketing Strategy, Revenue Recognition, Contract Negotiation, Nonprofits, Change Management, Project Management, Business Strategy, Strategic Planning, Management Consulting, Program Management
Education
The George Washington University
BBA
The George Washington University - School of Business
MBA
Ryad Darweesh's Merrill Lynch Experience January 2008 - July 2009
Job Financial Analyst at SourceHOV
Industry Financial Services
Experience
SourceHOV February 2012 - Present
Merrill Lynch January 2008 - July 2009
GE 2007 - 2007
Barclays Bank 2006 - 2006
Skills
Investments, Portfolio Management, Investment Banking, Financial Modeling, Financial Analysis, Equities, Accounting, Research, Business Strategy, Bloomberg, Valuation, Corporate Finance, Finance, Analysis, Risk Management, Capital Markets, Project Management, Management
Education
The George Washington University - School of Business 2009 — 2011
Master's of Science in Finance
The George Washington University 2004 — 2008
Bachelor's of Arts, Criminal Justice, Economics, Psychology
SourceHOV February 2012 - Present
Merrill Lynch January 2008 - July 2009
GE 2007 - 2007
Barclays Bank 2006 - 2006
Skills
Investments, Portfolio Management, Investment Banking, Financial Modeling, Financial Analysis, Equities, Accounting, Research, Business Strategy, Bloomberg, Valuation, Corporate Finance, Finance, Analysis, Risk Management, Capital Markets, Project Management, Management
Education
The George Washington University - School of Business 2009 — 2011
Master's of Science in Finance
The George Washington University 2004 — 2008
Bachelor's of Arts, Criminal Justice, Economics, Psychology
Dianne Denison Atkinson's Merrill Lynch Experience April 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
DaWolfe Workwear January 2012 - Present
Merrill Lynch April 2009 - Present
WBEC-South 2009 - 2013
Terraburst 2000 - 2000
AT&T 1991 - 2000
Lucent Technologies 1991 - 2000
Skills
Business Development, Risk Management, Strategic Planning, Operations Management, Contract Negotiation, Contract Management, New Business Development, Energy, Team Building, Process Improvement, Project Management, Analysis, Project Planning, Leadership, Training, Negotiation, Management, Program Management, Business Strategy, Business Planning, Change Management, Customer Service, Recruiting
Education
George Wahington University 1996 — 1998
MBA, Executive Program
The George Washington University - School of Business 1995 — 1996
Post Graduate Program, Contract Management
University of Pennsylvania 1993 — 1994
Post Graduate Program, Global Strategy
Univeristy of Maryland - College Park 1984 — 1988
BS, Finance
University of Maryland - College Park 1984 — 1988
BS, Labor Relations
Eleanor Roosevelt Science and Technology HS 1980 — 1984
HS, Science and Math
DaWolfe Workwear January 2012 - Present
Merrill Lynch April 2009 - Present
WBEC-South 2009 - 2013
Terraburst 2000 - 2000
AT&T 1991 - 2000
Lucent Technologies 1991 - 2000
Skills
Business Development, Risk Management, Strategic Planning, Operations Management, Contract Negotiation, Contract Management, New Business Development, Energy, Team Building, Process Improvement, Project Management, Analysis, Project Planning, Leadership, Training, Negotiation, Management, Program Management, Business Strategy, Business Planning, Change Management, Customer Service, Recruiting
Education
George Wahington University 1996 — 1998
MBA, Executive Program
The George Washington University - School of Business 1995 — 1996
Post Graduate Program, Contract Management
University of Pennsylvania 1993 — 1994
Post Graduate Program, Global Strategy
Univeristy of Maryland - College Park 1984 — 1988
BS, Finance
University of Maryland - College Park 1984 — 1988
BS, Labor Relations
Eleanor Roosevelt Science and Technology HS 1980 — 1984
HS, Science and Math
Gabriela Gonzalez de Mendoza's Merrill Lynch Experience June 2015 - August 2015
Job Student at The George Washington University
Industry
Experience
Merrill Lynch June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership
Education
The George Washington University 2013 — 2017
IES Abroad Barcelona
Gulliver Preparatory 2006 — 2013
Merrill Lynch June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership
Education
The George Washington University 2013 — 2017
IES Abroad Barcelona
Gulliver Preparatory 2006 — 2013
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank