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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Diana Adams Diana Adams's Merrill Lynch Experience March 1988 - March 1990
Job CEO at Capital Markets Development Consulting, Inc.
Industry Financial Services
Experience
Capital Markets Development Consulting, Inc. April 2015 - Present
Ambac January 1999 - December 2014
J.P. Morgan January 1993 - January 1999
Mitsubishi Bank March 1990 - December 1992
Merrill Lynch March 1988 - March 1990
Skills
Capital Markets, Fixed Income, Emerging Markets, Investment Banking, Financial Structuring, Securitization, Structured Finance, Board of Directors
Education
Harvard Law School 1984 — 1988
JD, Law
The Johns Hopkins University 1980 — 1984
Bachelor's degree, Economics, Phi Beta Kappa
Capital Markets Development Consulting, Inc. April 2015 - Present
Ambac January 1999 - December 2014
J.P. Morgan January 1993 - January 1999
Mitsubishi Bank March 1990 - December 1992
Merrill Lynch March 1988 - March 1990
Skills
Capital Markets, Fixed Income, Emerging Markets, Investment Banking, Financial Structuring, Securitization, Structured Finance, Board of Directors
Education
Harvard Law School 1984 — 1988
JD, Law
The Johns Hopkins University 1980 — 1984
Bachelor's degree, Economics, Phi Beta Kappa
Ramnik Aulakh, CTP, MBA Ramnik Aulakh, CTP, MBA's Merrill Lynch Experience November 2004 - June 2008
Job Finance and Management Professional
Industry Financial Services
Experience
Maryland State Treasurer's Office December 2013 - Present
Jade Private Wealth Management, LLC June 2008 - April 2013
Merrill Lynch November 2004 - June 2008
Cambridge Associates September 2004 - November 2004
Merrill Lynch May 2003 - May 2004
Skills
Banking, Risk Management, Financial Analysis, Investments, Credit, Portfolio Management, Financial Services, Equities, Loans, Strategic Financial..., Customer Service, Process Improvement, Management, Finance, Insurance, Mutual Funds, Mortgage Lending, Asset Management, Business Analysis, Leadership, Wealth Management, Relationship Management, Series 7, Fixed Income, Investment Advisory, Retirement Planning, Securities
Education
The Johns Hopkins University 2010 — 2012
Master of Business Administration (MBA), Management and Finance
University of Maryland College Park 2000 — 2004
Bachelor of Arts (BA), Economics
Maryland State Treasurer's Office December 2013 - Present
Jade Private Wealth Management, LLC June 2008 - April 2013
Merrill Lynch November 2004 - June 2008
Cambridge Associates September 2004 - November 2004
Merrill Lynch May 2003 - May 2004
Skills
Banking, Risk Management, Financial Analysis, Investments, Credit, Portfolio Management, Financial Services, Equities, Loans, Strategic Financial..., Customer Service, Process Improvement, Management, Finance, Insurance, Mutual Funds, Mortgage Lending, Asset Management, Business Analysis, Leadership, Wealth Management, Relationship Management, Series 7, Fixed Income, Investment Advisory, Retirement Planning, Securities
Education
The Johns Hopkins University 2010 — 2012
Master of Business Administration (MBA), Management and Finance
University of Maryland College Park 2000 — 2004
Bachelor of Arts (BA), Economics
Eric (Xitian) Wang Eric (Xitian) Wang's Merrill Lynch Experience February 2012 - May 2012
Job Advisory Consultant at Deloitte
Industry Financial Services
Experience
Deloitte July 2014 - Present
Citi June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
HSBC July 2010 - August 2010
Skills
Economics, Mandarin, Bloomberg Terminal, Microsoft Office 2007, R, Data Analysis, Quantitative Analytics, Valuation, Financial Accounting, Matlab, Chinese, Stata, Financial Modeling
Education
University of Notre Dame 2013 — 2014
Master of Science in Business
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Science in Business
The Johns Hopkins University
Bachelor of Arts (BA), Honors in Economics, Applied Mathematics & Statistics
Deloitte July 2014 - Present
Citi June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
HSBC July 2010 - August 2010
Skills
Economics, Mandarin, Bloomberg Terminal, Microsoft Office 2007, R, Data Analysis, Quantitative Analytics, Valuation, Financial Accounting, Matlab, Chinese, Stata, Financial Modeling
Education
University of Notre Dame 2013 — 2014
Master of Science in Business
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Science in Business
The Johns Hopkins University
Bachelor of Arts (BA), Honors in Economics, Applied Mathematics & Statistics
Kyle Wharton Kyle Wharton's Merrill Lynch Experience June 2010 - August 2010
Job Business Development at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor February 2012 - Present
eMoney Advisor October 2011 - February 2012
Deutsche Bank July 2011 - September 2011
Johns Hopkins University September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
STX June 2009 - August 2009
Skills
Business Development, Start-ups, Business Strategy, Leadership, Management, Account Management, Strategic Partnerships, Marketing Strategy, Strategic Planning, Program Management, Coaching, Entrepreneurship, Financial Services, Analysis, CRM, Relationship Management, Sales, Strategic Financial...
Education
The Johns Hopkins University 2007 — 2011
B.A., Political Science, Entrepreneurship
The Haverford School 1986 — 2007
eMoney Advisor February 2012 - Present
eMoney Advisor October 2011 - February 2012
Deutsche Bank July 2011 - September 2011
Johns Hopkins University September 2010 - May 2011
Merrill Lynch June 2010 - August 2010
STX June 2009 - August 2009
Skills
Business Development, Start-ups, Business Strategy, Leadership, Management, Account Management, Strategic Partnerships, Marketing Strategy, Strategic Planning, Program Management, Coaching, Entrepreneurship, Financial Services, Analysis, CRM, Relationship Management, Sales, Strategic Financial...
Education
The Johns Hopkins University 2007 — 2011
B.A., Political Science, Entrepreneurship
The Haverford School 1986 — 2007
Daniel Barrett Daniel Barrett's Merrill Lynch Experience April 1999 - December 2002
Job
Industry Computer Software
Experience
Cimpress (Vistaprint) March 2003 - Present
O'Reilly January 1995 - Present
Merrill Lynch April 1999 - December 2002
D. E. Shaw October 1997 - April 1999
Keyboard Magazine January 1997 - December 1998
University of Massachusetts Amherst September 1991 - September 1997
Johns Hopkins University September 1988 - June 1991
Johns Hopkins University September 1987 - June 1991
Air Products June 1986 - August 1986
Air Products June 1985 - August 1985
Skills
Linux, Software Development, Architecture, Knowledge Management, Technical Writing, MediaWiki, Unix, MySQL, HTML, Perl, SQL, Databases, Programming, Software Engineering, C, Windows, Web Applications, .NET, Web Development, Integration, SharePoint, Business Intelligence, Java, PHP, Software Documentation, Security, Cloud Computing, Project Management, Wiki Development, Software Solution..., C#, Software Project..., Agile Methodologies, Subversion, Distributed Systems, Requirements Analysis, Software Architectural..., CSS
Education
University of Massachusetts at Amherst 1991 — 1997
Ph.D., Computer Science
Johns Hopkins University 1985 — 1987
Master of Science, Computer Science
University of Pennsylvania 1981 — 1985
Bachelor of Arts, Mathematics
William Allen High School 1978 — 1981
High School
Cimpress (Vistaprint) March 2003 - Present
O'Reilly January 1995 - Present
Merrill Lynch April 1999 - December 2002
D. E. Shaw October 1997 - April 1999
Keyboard Magazine January 1997 - December 1998
University of Massachusetts Amherst September 1991 - September 1997
Johns Hopkins University September 1988 - June 1991
Johns Hopkins University September 1987 - June 1991
Air Products June 1986 - August 1986
Air Products June 1985 - August 1985
Skills
Linux, Software Development, Architecture, Knowledge Management, Technical Writing, MediaWiki, Unix, MySQL, HTML, Perl, SQL, Databases, Programming, Software Engineering, C, Windows, Web Applications, .NET, Web Development, Integration, SharePoint, Business Intelligence, Java, PHP, Software Documentation, Security, Cloud Computing, Project Management, Wiki Development, Software Solution..., C#, Software Project..., Agile Methodologies, Subversion, Distributed Systems, Requirements Analysis, Software Architectural..., CSS
Education
University of Massachusetts at Amherst 1991 — 1997
Ph.D., Computer Science
Johns Hopkins University 1985 — 1987
Master of Science, Computer Science
University of Pennsylvania 1981 — 1985
Bachelor of Arts, Mathematics
William Allen High School 1978 — 1981
High School
Will Richardson Will Richardson's Merrill Lynch Experience June 2012 - December 2012
Job 7th Grade Math Teacher at Synergy Academies
Industry Financial Services
Experience
Synergy Academies July 2013 - Present
Teach For America June 2013 - Present
Merrill Lynch June 2012 - December 2012
Dahlman Rose & Co. May 2011 - July 2011
Skills
Bloomberg Terminal, Microsoft Excel, Public Speaking, Social Media, Research, PowerPoint, Microsoft Word, Microsoft Office
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Finance, 3.9 GPA
Synergy Academies July 2013 - Present
Teach For America June 2013 - Present
Merrill Lynch June 2012 - December 2012
Dahlman Rose & Co. May 2011 - July 2011
Skills
Bloomberg Terminal, Microsoft Excel, Public Speaking, Social Media, Research, PowerPoint, Microsoft Word, Microsoft Office
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Finance, 3.9 GPA
Ryan Chen's Merrill Lynch Experience January 2007 - June 2007
Job Director of Finance & Operations at Vision Source
Industry Oil & Energy
Experience
Vision Source June 2014 - Present
Chevron Technology Ventures February 2014 - June 2014
Chevron Technology Ventures December 2011 - February 2014
Chevron April 2010 - November 2011
Chevron August 2008 - March 2010
PwC June 2007 - August 2007
Merrill Lynch January 2007 - June 2007
Skills
Project Management, Business Process..., Financial Analysis, Decision Analysis, Corporate Finance, Accounting, Auditing, Internal Controls, Accounting Policy, Decision Modeling, English, Chinese, Investment Strategies, Financial Modeling, Financial Reporting, Financial Accounting, Finance, Leadership, Oil & Gas Industry, Business Development, Commercialization, Business Analysis, Strategy, Technology, Investments, Renewable Energy, Project Finance, Data Analysis, Management
Education
The Johns Hopkins University 2012 — 2015
MS Applied Economics, Econometrics
University of Washington, Michael G. Foster School of Business 2005 — 2008
BBA with Distinction, Finance & Accounting
Taipei American School 2002 — 2005
High School Diploma, High School/Secondary Diplomas and Certificates
National Experimental High School 2001 — 2002
Vision Source June 2014 - Present
Chevron Technology Ventures February 2014 - June 2014
Chevron Technology Ventures December 2011 - February 2014
Chevron April 2010 - November 2011
Chevron August 2008 - March 2010
PwC June 2007 - August 2007
Merrill Lynch January 2007 - June 2007
Skills
Project Management, Business Process..., Financial Analysis, Decision Analysis, Corporate Finance, Accounting, Auditing, Internal Controls, Accounting Policy, Decision Modeling, English, Chinese, Investment Strategies, Financial Modeling, Financial Reporting, Financial Accounting, Finance, Leadership, Oil & Gas Industry, Business Development, Commercialization, Business Analysis, Strategy, Technology, Investments, Renewable Energy, Project Finance, Data Analysis, Management
Education
The Johns Hopkins University 2012 — 2015
MS Applied Economics, Econometrics
University of Washington, Michael G. Foster School of Business 2005 — 2008
BBA with Distinction, Finance & Accounting
Taipei American School 2002 — 2005
High School Diploma, High School/Secondary Diplomas and Certificates
National Experimental High School 2001 — 2002
Fengchen (Simon) Shi Fengchen (Simon) Shi's Merrill Lynch Experience June 2015 - Present
Job Summer Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Chaoda Modern Agriculture February 2013 - June 2014
Chaoda Modern Agriculture July 2011 - January 2013
Taung Gold Limited August 2010 - May 2011
China Resources Investment Enterprises Limited June 2010 - July 2010
Citibank June 2008 - July 2008
Skills
Financial Modeling, Capital Markets, Financial Analysis, Investments, Valuation, Corporate Finance, Equity Research, Business Analysis, Equities, Project Management, Investment Banking
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master of Business Administration (MBA)
The Hong Kong University of Science and Technology 2006 — 2010
BS, Economics & Finance
Merrill Lynch June 2015 - Present
Chaoda Modern Agriculture February 2013 - June 2014
Chaoda Modern Agriculture July 2011 - January 2013
Taung Gold Limited August 2010 - May 2011
China Resources Investment Enterprises Limited June 2010 - July 2010
Citibank June 2008 - July 2008
Skills
Financial Modeling, Capital Markets, Financial Analysis, Investments, Valuation, Corporate Finance, Equity Research, Business Analysis, Equities, Project Management, Investment Banking
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master of Business Administration (MBA)
The Hong Kong University of Science and Technology 2006 — 2010
BS, Economics & Finance
Katie Vance Katie Vance's Merrill Lynch Experience June 2009 - August 2009
Job Marketing Consultant
Industry Financial Services
Experience
RBC Wealth Management May 2013 - Present
RBC Wealth Management January 2011 - Present
Merrill Lynch June 2009 - August 2009
Education
The Johns Hopkins University 2007 — 2010
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
RBC Wealth Management May 2013 - Present
RBC Wealth Management January 2011 - Present
Merrill Lynch June 2009 - August 2009
Education
The Johns Hopkins University 2007 — 2010
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
Jordan Finfer Jordan Finfer's Merrill Lynch Experience 2007 - 2008
Job Attorney DiMonte & Lizak Business Litigation
Industry Law Practice
Experience
1871 October 2014 - Present
DiMonte & Lizak October 2010 - Present
Finfer & Associates, Ltd March 2009 - December 2010
Merrill Lynch 2007 - 2008
Skills
Litigation, Commercial Litigation, Trade Secrets, Bankruptcy, Legal Research, Legal Writing, Arbitration, Trial Practice, Courts, Corporate Law, Estate Planning, Civil Litigation, Licensing, Mediation, Personal Injury, Trademarks, Administrative Law, Employment Law, Social Media Marketing, Social Media Consulting, Start-up Consulting, Start-ups
Education
The John Marshall Law School 2005 — 2008
Juris Doctor, Law
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Arts, American History (United States)
1871 October 2014 - Present
DiMonte & Lizak October 2010 - Present
Finfer & Associates, Ltd March 2009 - December 2010
Merrill Lynch 2007 - 2008
Skills
Litigation, Commercial Litigation, Trade Secrets, Bankruptcy, Legal Research, Legal Writing, Arbitration, Trial Practice, Courts, Corporate Law, Estate Planning, Civil Litigation, Licensing, Mediation, Personal Injury, Trademarks, Administrative Law, Employment Law, Social Media Marketing, Social Media Consulting, Start-up Consulting, Start-ups
Education
The John Marshall Law School 2005 — 2008
Juris Doctor, Law
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Arts, American History (United States)
John Hoegy John Hoegy's Merrill Lynch Experience 1996 - 2000
Job
Industry Banking
Experience
Bank of America August 2015 - Present
Citigroup July 2007 - August 2015
PVH May 2006 - July 2007
TRAC Intermodal February 2003 - March 2006
Sanofi 2000 - 2002
Merrill Lynch 1996 - 2000
Baltimore Gas & Electric 1994 - 1996
Aerotek 1994 - 1996
US Navy 1993 - 1994
NASA - National Aeronautics and Space Administration 1989 - 1994
Skills
Business Analysis, SDLC, Software Project..., Business Intelligence, Vendor Management, Software Development, Project Management, Process Improvement, XML, Oracle, ETL, PL/SQL, Enterprise Architecture, Requirements Analysis, Agile Methodologies, C#, SQL, .NET, Databases, Microsoft SQL Server
Education
University of Maryland Francis King Carey School of Law 1991 — 1995
JD, Law
The Johns Hopkins University 1986 — 1991
MS, Computer Science
University of Wisconsin-Madison 1982 — 1986
Bachelor of Science, Computer Science
Bank of America August 2015 - Present
Citigroup July 2007 - August 2015
PVH May 2006 - July 2007
TRAC Intermodal February 2003 - March 2006
Sanofi 2000 - 2002
Merrill Lynch 1996 - 2000
Baltimore Gas & Electric 1994 - 1996
Aerotek 1994 - 1996
US Navy 1993 - 1994
NASA - National Aeronautics and Space Administration 1989 - 1994
Skills
Business Analysis, SDLC, Software Project..., Business Intelligence, Vendor Management, Software Development, Project Management, Process Improvement, XML, Oracle, ETL, PL/SQL, Enterprise Architecture, Requirements Analysis, Agile Methodologies, C#, SQL, .NET, Databases, Microsoft SQL Server
Education
University of Maryland Francis King Carey School of Law 1991 — 1995
JD, Law
The Johns Hopkins University 1986 — 1991
MS, Computer Science
University of Wisconsin-Madison 1982 — 1986
Bachelor of Science, Computer Science
Isaac Yoon Isaac Yoon's Merrill Lynch Experience June 2010 - January 2011
Job Calculus & Statistics Teacher at Da Vinci Schools
Industry Financial Services
Experience
Da Vinci Schools August 2014 - Present
Green Dot Public Schools August 2012 - August 2014
Teach for America June 2012 - June 2014
Hands for Africa September 2011 - February 2012
Target January 2011 - September 2011
Merrill Lynch June 2010 - January 2011
Skills
PowerPoint, Microsoft Excel, Event Planning, Community Outreach, Nonprofits, Fundraising, Public Speaking, Leadership, Higher Education, Data Analysis, Research, Teaching, Staff Development
Education
The Johns Hopkins University 2013 — 2015
Master of Education (M.Ed.)
University of Southern California 2007 — 2010
Bachelor of Science, Business Administration
University of Southern California 2007 — 2010
Bacholor of Science, Accounting
Da Vinci Schools August 2014 - Present
Green Dot Public Schools August 2012 - August 2014
Teach for America June 2012 - June 2014
Hands for Africa September 2011 - February 2012
Target January 2011 - September 2011
Merrill Lynch June 2010 - January 2011
Skills
PowerPoint, Microsoft Excel, Event Planning, Community Outreach, Nonprofits, Fundraising, Public Speaking, Leadership, Higher Education, Data Analysis, Research, Teaching, Staff Development
Education
The Johns Hopkins University 2013 — 2015
Master of Education (M.Ed.)
University of Southern California 2007 — 2010
Bachelor of Science, Business Administration
University of Southern California 2007 — 2010
Bacholor of Science, Accounting
Dwight Wanken Dwight Wanken's Merrill Lynch Experience April 1988 - October 1992
Job at Beacon Financial Advisors... An Independent Firm
Industry Investment Management
Experience
Raymond James Financial Services Inc..... Member FINRA/SIPC January 1999 - Present
Beacon Financial Advisors....An Independent Firm 1995 - Present
Carter Financial Management..... An Independent Firm June 2010 - June 2011
LPL Financial January 1995 - December 1998
Rauscher Pierce October 1992 - January 1995
Merrill Lynch April 1988 - October 1992
Skills
Strategic Financial..., Investments, Retirement, Asset Management, Wealth Management..., Portfolio Management, Investment Management, Financial Services, Asset Allocation, Investment Advisory, Wealth, Financial Planners, 401k, Mutual Funds, Fixed Annuities, Finance, Pensions, Long-term Care, Retirement Planning, Defined Benefit, ERISA, Estate Planning, Disability Insurance, Profit Sharing, Employee Benefits, Business, Client Education, Trust Services, Investment Banking, ESOP, Roth IRA, Equities, Fixed Income, Private Banking, Restricted Stock, Family Business, Charitable Giving..., Insurance Strategies, Long Term Care..., ESOP Strategies, Long Term Care, Annuities, IRA's, Insurance Planning, Wealth Transfer, Probate, Group Benefits, Business Transitions, Wealth Preservation..., 401(k) reviews
Education
Autodidact University 1995 — 2012
Lifetime learning L.L., Liberal Arts and Sciences, General Studies and Humanities
The Johns Hopkins University 1966 — 1968
none, Liberal Arts
Raymond James Financial Services Inc..... Member FINRA/SIPC January 1999 - Present
Beacon Financial Advisors....An Independent Firm 1995 - Present
Carter Financial Management..... An Independent Firm June 2010 - June 2011
LPL Financial January 1995 - December 1998
Rauscher Pierce October 1992 - January 1995
Merrill Lynch April 1988 - October 1992
Skills
Strategic Financial..., Investments, Retirement, Asset Management, Wealth Management..., Portfolio Management, Investment Management, Financial Services, Asset Allocation, Investment Advisory, Wealth, Financial Planners, 401k, Mutual Funds, Fixed Annuities, Finance, Pensions, Long-term Care, Retirement Planning, Defined Benefit, ERISA, Estate Planning, Disability Insurance, Profit Sharing, Employee Benefits, Business, Client Education, Trust Services, Investment Banking, ESOP, Roth IRA, Equities, Fixed Income, Private Banking, Restricted Stock, Family Business, Charitable Giving..., Insurance Strategies, Long Term Care..., ESOP Strategies, Long Term Care, Annuities, IRA's, Insurance Planning, Wealth Transfer, Probate, Group Benefits, Business Transitions, Wealth Preservation..., 401(k) reviews
Education
Autodidact University 1995 — 2012
Lifetime learning L.L., Liberal Arts and Sciences, General Studies and Humanities
The Johns Hopkins University 1966 — 1968
none, Liberal Arts
Winsy Xu Winsy Xu's Merrill Lynch Experience September 2015 - Present
Job Real Estate Investment and Finance
Industry Real Estate
Experience
Merrill Lynch September 2015 - Present
China CITIC Bank International Limited August 2015 - September 2015
CITIC Securities International June 2014 - August 2014
Jinyangcheng Real Estate Development August 2010 - July 2013
Skills
Analysis, Real Estate Development, Marketing, Management, Property Management, Financial Modeling, Strategy, Investments, Valuation, Portfolio Management, Investment Properties, Training, Personnel Management, Human Resources, Corporate Finance, Microsoft Excel, Microsoft Office, Leadership, Finance
Education
The Hong Kong University of Science and Technology 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2014 — 2015
MBA Exchange Program
University of Waterloo 2006 — 2010
Bachelor of Mathematics
Merrill Lynch September 2015 - Present
China CITIC Bank International Limited August 2015 - September 2015
CITIC Securities International June 2014 - August 2014
Jinyangcheng Real Estate Development August 2010 - July 2013
Skills
Analysis, Real Estate Development, Marketing, Management, Property Management, Financial Modeling, Strategy, Investments, Valuation, Portfolio Management, Investment Properties, Training, Personnel Management, Human Resources, Corporate Finance, Microsoft Excel, Microsoft Office, Leadership, Finance
Education
The Hong Kong University of Science and Technology 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2014 — 2015
MBA Exchange Program
University of Waterloo 2006 — 2010
Bachelor of Mathematics
Amy Pennington Amy Pennington's Merrill Lynch Experience 1992 - 1994
Job President at Paradise Kids, LLC
Industry Wholesale
Experience
Paradise Kids, LLC June 2004 - Present
Red Ribbon Foundation 2008 - 2011
Morgan Lewis Githens & Ahn L.P. / Long Point Capital Partners, LLC 1994 - 1999
Merrill Lynch 1992 - 1994
Skills
Product Development, New Business Development, Strategic Planning, Sales, Business Strategy, Marketing Strategy, Merchandising, Account Management, Trade Shows, Wholesale, Management, Business Development
Education
Barnard College of Columbia University 1989 — 1992
Bachelor of Arts (B.A.), Political Science
The Johns Hopkins University 1988 — 1989
Political Science and Economics
Paradise Kids, LLC June 2004 - Present
Red Ribbon Foundation 2008 - 2011
Morgan Lewis Githens & Ahn L.P. / Long Point Capital Partners, LLC 1994 - 1999
Merrill Lynch 1992 - 1994
Skills
Product Development, New Business Development, Strategic Planning, Sales, Business Strategy, Marketing Strategy, Merchandising, Account Management, Trade Shows, Wholesale, Management, Business Development
Education
Barnard College of Columbia University 1989 — 1992
Bachelor of Arts (B.A.), Political Science
The Johns Hopkins University 1988 — 1989
Political Science and Economics
Douglas Rodgers's Merrill Lynch Experience September 2011 - December 2011
Job Student at Tufts University School of Medicine MD/MBA
Industry
Experience
Johns Hopkins Institute for Applied Economics, Global Health and the Study of Business Enterprise June 2011 - July 2013
Johns Hopkins University Department of Biology August 2012 - May 2013
Merrill Lynch September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Office, Microsoft Word, Statistics, Public Speaking, Matlab, Data Analysis, Healthcare, Economics
Education
Tufts University School of Medicine 2014 — 2018
Doctor of Medicine (MD) & Master of Business Administration (MBA)
The Johns Hopkins University 2009 — 2013
Johns Hopkins Institute for Applied Economics, Global Health and the Study of Business Enterprise June 2011 - July 2013
Johns Hopkins University Department of Biology August 2012 - May 2013
Merrill Lynch September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Office, Microsoft Word, Statistics, Public Speaking, Matlab, Data Analysis, Healthcare, Economics
Education
Tufts University School of Medicine 2014 — 2018
Doctor of Medicine (MD) & Master of Business Administration (MBA)
The Johns Hopkins University 2009 — 2013
Sherine Nabhan Sherine Nabhan's Merrill Lynch Experience September 2008 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Merrill Lynch June 2007 - August 2008
Skills
Trading, Series 7, Series 63, Financial Analysis, Financial Modeling, Investment Strategies, Portfolio Management, Asset Allocation, Matlab
Education
The Johns Hopkins University 2012 — 2013
Masters, Finance
George Mason University - School of Business 2004 — 2007
BS, Finance and minor in Economics
Modern Education School
Merrill Lynch September 2008 - Present
Merrill Lynch June 2007 - August 2008
Skills
Trading, Series 7, Series 63, Financial Analysis, Financial Modeling, Investment Strategies, Portfolio Management, Asset Allocation, Matlab
Education
The Johns Hopkins University 2012 — 2013
Masters, Finance
George Mason University - School of Business 2004 — 2007
BS, Finance and minor in Economics
Modern Education School
Juliana Bajon Falcão Juliana Bajon Falcão's Merrill Lynch Experience 2005 - 2006
Job Founding Partner
Industry Design
Experience
Juliana Bajon Design & Decor November 2011 - Present
UBS Investment Bank 2009 - 2011
Citigroup 2006 - 2009
Merrill Lynch 2005 - 2006
The World Bank 2003 - 2005
JPMorgan 1999 - 2003
Skills
Emerging Markets, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Investment Banking, Equities, Mergers & Acquisitions, Venture Capital, Investments, Due Diligence, Avaliação financeira, Renda fixa, Mercado de capitais, Fusões e aquisições, Estratégia empresarial, Finanças corporativas, Mercados emergentes, Gestão de carteiras, Análise financeira, Modelagem financeira, Mercados financeiros, Banco de investimento, Fundos de capital..., Due diligence, Investimentos, Patrimônio líquido
Education
Johns Hopkins SAIS 2003 — 2006
Master's degree, Intl Relations, Intl Economics
Pontificia Universidade Catolica de São Paulo 1997 — 2001
Bachelors, Economics
Juliana Bajon Design & Decor November 2011 - Present
UBS Investment Bank 2009 - 2011
Citigroup 2006 - 2009
Merrill Lynch 2005 - 2006
The World Bank 2003 - 2005
JPMorgan 1999 - 2003
Skills
Emerging Markets, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Investment Banking, Equities, Mergers & Acquisitions, Venture Capital, Investments, Due Diligence, Avaliação financeira, Renda fixa, Mercado de capitais, Fusões e aquisições, Estratégia empresarial, Finanças corporativas, Mercados emergentes, Gestão de carteiras, Análise financeira, Modelagem financeira, Mercados financeiros, Banco de investimento, Fundos de capital..., Due diligence, Investimentos, Patrimônio líquido
Education
Johns Hopkins SAIS 2003 — 2006
Master's degree, Intl Relations, Intl Economics
Pontificia Universidade Catolica de São Paulo 1997 — 2001
Bachelors, Economics
Roman Tsimberg Roman Tsimberg's Merrill Lynch Experience April 1997 - May 2000
Job Regional Director/ Commercial Real Estate Sales
Industry Real Estate
Experience
Coldwell Banker Commercial January 2012 - Present
Luxe International Trading Inc February 2009 - January 2012
Nations Realty Trust, Inc June 2003 - December 2009
First Union National Bank April 2000 - May 2003
Merrill Lynch April 1997 - May 2000
Skills
Russian, Commercial Real Estate, Investment Properties, Investment Strategies, Real Estate Investment..., Finance, Real Estate
Education
The Johns Hopkins University 1999 — 2001
MBA, Finance/Economics
University of Baltimore 1991 — 1995
BS, Finance
Coldwell Banker Commercial January 2012 - Present
Luxe International Trading Inc February 2009 - January 2012
Nations Realty Trust, Inc June 2003 - December 2009
First Union National Bank April 2000 - May 2003
Merrill Lynch April 1997 - May 2000
Skills
Russian, Commercial Real Estate, Investment Properties, Investment Strategies, Real Estate Investment..., Finance, Real Estate
Education
The Johns Hopkins University 1999 — 2001
MBA, Finance/Economics
University of Baltimore 1991 — 1995
BS, Finance
Hani Shabsigh's Merrill Lynch Experience May 2007 - August 2007
Job Cofounder at Inbox
Industry Computer Software
Experience
Inbox March 2013 - Present
Fun Factory Apps March 2012 - January 2014
Deloitte Consulting July 2008 - September 2011
Merrill Lynch May 2007 - August 2007
Johns Hopkins University September 2006 - August 2007
Skills
Start-ups, Entrepreneurship, Cloud Computing, Mobile Applications, Analytics, Business Process, Management, Project Management, Social Media, iPhone Application..., Analysis, Hyperion Planning, Amazon Web Services..., Objective-C, Essbase, Programming, Microsoft SQL Server, Business Intelligence, Software Development, Crystal Reports, JavaScript, Testing, Business Analysis, Web Development, Amazon Web Services, Security, Software Documentation
Education
The Johns Hopkins University 2004 — 2008
Bachelor of Science (BS), Chemical and Biomolecular Engineering Major; Entrepreneurship and Management Minor
Inbox March 2013 - Present
Fun Factory Apps March 2012 - January 2014
Deloitte Consulting July 2008 - September 2011
Merrill Lynch May 2007 - August 2007
Johns Hopkins University September 2006 - August 2007
Skills
Start-ups, Entrepreneurship, Cloud Computing, Mobile Applications, Analytics, Business Process, Management, Project Management, Social Media, iPhone Application..., Analysis, Hyperion Planning, Amazon Web Services..., Objective-C, Essbase, Programming, Microsoft SQL Server, Business Intelligence, Software Development, Crystal Reports, JavaScript, Testing, Business Analysis, Web Development, Amazon Web Services, Security, Software Documentation
Education
The Johns Hopkins University 2004 — 2008
Bachelor of Science (BS), Chemical and Biomolecular Engineering Major; Entrepreneurship and Management Minor
Adam Geiger Adam Geiger's Merrill Lynch Experience December 1982 - April 1990
Job President at New Legacy Capital, LLC
Industry Investment Management
Experience
New Legacy Capital, LLC Chief Investment OfficerIvy Asset ManagementJuly 1997 - January 2007
Twenty-First Securities Corp. April 1990 - June 1997
Merrill Lynch December 1982 - April 1990
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Due Diligence, Trading, Hedge Funds, Fixed Income, Equities, Private Equity, Alternative Investments, Fund Of Funds, Investment Strategies, Venture Capital
Education
University at Albany, SUNY 1980 — 1982
BS, Economics, Business
The Johns Hopkins University 1978 — 1980
Electrical Engineering, Economics
New Legacy Capital, LLC Chief Investment OfficerIvy Asset ManagementJuly 1997 - January 2007
Twenty-First Securities Corp. April 1990 - June 1997
Merrill Lynch December 1982 - April 1990
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Due Diligence, Trading, Hedge Funds, Fixed Income, Equities, Private Equity, Alternative Investments, Fund Of Funds, Investment Strategies, Venture Capital
Education
University at Albany, SUNY 1980 — 1982
BS, Economics, Business
The Johns Hopkins University 1978 — 1980
Electrical Engineering, Economics
Alexander Yarmitsky Alexander Yarmitsky's Merrill Lynch Experience 2006 - 2008
Job Director level, handson developer/architect
Industry Computer Software
Experience
Sapient Global Markets 2014 - Present
YARMITEC INC. 2005 - Present
Core One Technologies 2013 - 2014
Morgan Stanley 2011 - 2013
Bowne 2009 - 2010
Plural Investments, LLC 2008 - 2008
Merrill Lynch 2006 - 2008
Alexandra Investment Management, LLC 2005 - 2006
Och-Ziff Capital Management 2004 - 2005
Valtech 2004 - 2004
Skills
Derivatives, Agile Methodologies, Trading Systems, Sybase, Software Development, C#, XML, Hedge Funds, .NET, Project Management, C++, WPF, WCF, GUI, Risk Calculations, Full Stack Development, Unix
Education
The Hebrew University 1981 — 1985
B.Sc., Computer Sciences
Sapient Global Markets 2014 - Present
YARMITEC INC. 2005 - Present
Core One Technologies 2013 - 2014
Morgan Stanley 2011 - 2013
Bowne 2009 - 2010
Plural Investments, LLC 2008 - 2008
Merrill Lynch 2006 - 2008
Alexandra Investment Management, LLC 2005 - 2006
Och-Ziff Capital Management 2004 - 2005
Valtech 2004 - 2004
Skills
Derivatives, Agile Methodologies, Trading Systems, Sybase, Software Development, C#, XML, Hedge Funds, .NET, Project Management, C++, WPF, WCF, GUI, Risk Calculations, Full Stack Development, Unix
Education
The Hebrew University 1981 — 1985
B.Sc., Computer Sciences
Naved Surve Naved Surve's Merrill Lynch Experience May 1998 - June 2000
Job Senior Technical Professional
Industry Information Technology and Services
Experience
Citigroup Finance Technology November 2011 - December 2013
Citigroup Finance Technology February 2011 - October 2011
Citi Global Functions May 2009 - February 2011
Citigroup Global Wealth Management January 2008 - May 2009
Citi Smith Barney January 2006 - January 2007
Smith Barney June 2000 - December 2005
Merrill Lynch May 1998 - June 2000
MarketSource May 1995 - April 1998
Skills
SDLC, Integration, Databases, Enterprise Software, Business Intelligence, Software Development, Data Warehousing, Vendor Management, Strategy, Program Management, E-commerce, Business Analysis, Perl, Performance Tuning, Solaris, Financial Services, Quality Assurance, Oracle, Testing, IT Strategy, Equities, Leadership, Wealth Management, Outsourcing, IT Service Management, Unix, Linux
Education
The Johns Hopkins University 1991 — 1995
BA, Biology
Citigroup Finance Technology November 2011 - December 2013
Citigroup Finance Technology February 2011 - October 2011
Citi Global Functions May 2009 - February 2011
Citigroup Global Wealth Management January 2008 - May 2009
Citi Smith Barney January 2006 - January 2007
Smith Barney June 2000 - December 2005
Merrill Lynch May 1998 - June 2000
MarketSource May 1995 - April 1998
Skills
SDLC, Integration, Databases, Enterprise Software, Business Intelligence, Software Development, Data Warehousing, Vendor Management, Strategy, Program Management, E-commerce, Business Analysis, Perl, Performance Tuning, Solaris, Financial Services, Quality Assurance, Oracle, Testing, IT Strategy, Equities, Leadership, Wealth Management, Outsourcing, IT Service Management, Unix, Linux
Education
The Johns Hopkins University 1991 — 1995
BA, Biology
Neha Prasad Neha Prasad's Merrill Lynch Experience May 2014 - August 2014
Job Sales & Analytics Intern at Bloomberg LP
Industry
Experience
Bloomberg LP May 2015 - August 2015
Merrill Lynch May 2014 - August 2014
Coliseum Wealth Management August 2013 - August 2013
Nonoo June 2013 - July 2013
US Treasury March 2013 - March 2013
Bethesda Pediatrics July 2012 - August 2012
Door 2 Immigration, The Law Office of Budesheim and Iyer May 2012 - June 2012
Creative Summer Camp June 2011 - August 2011
Skills
Photoshop, Social Media, Management, Microsoft Word, Blogging, Microsoft Excel, PowerPoint
Education
The Johns Hopkins University 2012 — 2016
Economics; Entrepreneurship & Management
Holton Arms School 2002 — 2012
Bloomberg LP May 2015 - August 2015
Merrill Lynch May 2014 - August 2014
Coliseum Wealth Management August 2013 - August 2013
Nonoo June 2013 - July 2013
US Treasury March 2013 - March 2013
Bethesda Pediatrics July 2012 - August 2012
Door 2 Immigration, The Law Office of Budesheim and Iyer May 2012 - June 2012
Creative Summer Camp June 2011 - August 2011
Skills
Photoshop, Social Media, Management, Microsoft Word, Blogging, Microsoft Excel, PowerPoint
Education
The Johns Hopkins University 2012 — 2016
Economics; Entrepreneurship & Management
Holton Arms School 2002 — 2012
Gabriel Plumer Gabriel Plumer's Merrill Lynch Experience June 2007 - August 2007
Job Chief Financial Officer
Industry Hospital & Health Care
Experience
Vree Health June 2012 - Present
Alexandria Township January 2010 - 2014
BrownSavano Direct Capital Partners 2012 - 2012
Bank of New York Mellon 2011 - 2011
IHS Jane's 2009 - 2010
Johns Hopkins University 2007 - 2009
Hudson Institute January 2008 - June 2008
National Hockey League 2008 - 2008
Merrill Lynch June 2007 - August 2007
Hopkins Student Enterprises 2006 - 2007
Skills
Business Development, Consulting, Data Analysis, Economics, Financial Modeling, Healthcare, Investments, Management, Research, Strategic Planning, Strategy, Business Analysis, Market Research, Leadership, Analysis, Risk Management
Education
The Johns Hopkins University
Bachelor of Arts, Political Science
The Johns Hopkins University - Carey Business School
MBA, Finance
Vree Health June 2012 - Present
Alexandria Township January 2010 - 2014
BrownSavano Direct Capital Partners 2012 - 2012
Bank of New York Mellon 2011 - 2011
IHS Jane's 2009 - 2010
Johns Hopkins University 2007 - 2009
Hudson Institute January 2008 - June 2008
National Hockey League 2008 - 2008
Merrill Lynch June 2007 - August 2007
Hopkins Student Enterprises 2006 - 2007
Skills
Business Development, Consulting, Data Analysis, Economics, Financial Modeling, Healthcare, Investments, Management, Research, Strategic Planning, Strategy, Business Analysis, Market Research, Leadership, Analysis, Risk Management
Education
The Johns Hopkins University
Bachelor of Arts, Political Science
The Johns Hopkins University - Carey Business School
MBA, Finance
Anthony Triplin III Anthony Triplin III's Merrill Lynch Experience June 2007 - January 2010
Job Senior Sales Executive at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services July 2013 - Present
ProShare Advisors, LLC January 2010 - July 2013
Merrill Lynch June 2007 - January 2010
Skills
Series 7, Series 63, Series 65, CRPC, Life & Health Insurance...
Education
The Johns Hopkins University 2003 — 2007
Bachelor of Arts (BA), Sociology; Entrepeneurship and Management
Gilman School 1990 — 2003
ISS Institutional Shareholder Services July 2013 - Present
ProShare Advisors, LLC January 2010 - July 2013
Merrill Lynch June 2007 - January 2010
Skills
Series 7, Series 63, Series 65, CRPC, Life & Health Insurance...
Education
The Johns Hopkins University 2003 — 2007
Bachelor of Arts (BA), Sociology; Entrepeneurship and Management
Gilman School 1990 — 2003
Jon Soderlund's Merrill Lynch Experience November 1990 - June 1996
Job VP Compliance at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities July 2011 - Present
US Bank Investments, Inc April 2010 - April 2011
Freddie Mac November 2005 - March 2010
Financial Industry Regulatory Authority April 1997 - May 2005
Alex Brown & Sons July 1996 - January 1997
Merrill Lynch November 1990 - June 1996
Skills
Capital Markets, Securities, Trading, Fixed Income, Equities, Portfolio Management, Risk Management
Education
The Johns Hopkins University
MBA, Finance
Pennsylvania State University
BA, Economics
psu
Wells Fargo Securities July 2011 - Present
US Bank Investments, Inc April 2010 - April 2011
Freddie Mac November 2005 - March 2010
Financial Industry Regulatory Authority April 1997 - May 2005
Alex Brown & Sons July 1996 - January 1997
Merrill Lynch November 1990 - June 1996
Skills
Capital Markets, Securities, Trading, Fixed Income, Equities, Portfolio Management, Risk Management
Education
The Johns Hopkins University
MBA, Finance
Pennsylvania State University
BA, Economics
psu
Motti Shimoni Motti Shimoni's Merrill Lynch Experience February 2001 - June 2007
Job meisterzinger
Industry Think Tanks
Experience
Citigroup September 2007 - October 2011
Merrill Lynch February 2001 - June 2007
Medco January 1999 - January 2001
Merrill Lynch 1995 - 1998
Manof Systems September 1982 - April 1985
Skills
Low Latency, Electronic Trading, Trading Systems, Multithreading, Distributed Systems, Options, Equity Trading, Sybase, Equities, Derivatives, Trading, Unix, Investment Banking, Object Oriented Design, Business Math, Capital Markets, Equity Derivatives, Banking, FX Options, Market Risk, Exchange Connectivity, Fixed Income
Education
The Hebrew University 1971 — 1973
M.Sc., Mathematics
The Hebrew University 1968 — 1971
B.Sc., Math & Physics
Citigroup September 2007 - October 2011
Merrill Lynch February 2001 - June 2007
Medco January 1999 - January 2001
Merrill Lynch 1995 - 1998
Manof Systems September 1982 - April 1985
Skills
Low Latency, Electronic Trading, Trading Systems, Multithreading, Distributed Systems, Options, Equity Trading, Sybase, Equities, Derivatives, Trading, Unix, Investment Banking, Object Oriented Design, Business Math, Capital Markets, Equity Derivatives, Banking, FX Options, Market Risk, Exchange Connectivity, Fixed Income
Education
The Hebrew University 1971 — 1973
M.Sc., Mathematics
The Hebrew University 1968 — 1971
B.Sc., Math & Physics
Heiko Ebens Heiko Ebens's Merrill Lynch Experience March 2002 - July 2009
Job Managing Director at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments September 2010 - Present
Capstone Holdings Group January 2010 - September 2010
Merrill Lynch March 2002 - July 2009
Morgan Stanley July 2000 - March 2002
Education
The Johns Hopkins University 1996 — 2000
Ph.D., Financial Econometrics
Guggenheim Investments September 2010 - Present
Capstone Holdings Group January 2010 - September 2010
Merrill Lynch March 2002 - July 2009
Morgan Stanley July 2000 - March 2002
Education
The Johns Hopkins University 1996 — 2000
Ph.D., Financial Econometrics
Hooman Mergan, MBA, CFM, CSNA, CRPC Hooman Mergan, MBA, CFM, CSNA, CRPC's Merrill Lynch Experience 2004 - Present
Job First Vice President Senior Wealth Management Advisor & Portfolio Advisor PIA Program at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2004 - Present
Merrill Lynch 2011 - Present
GivingCapital Inc. 2000 - 2003
Heyde AG - Germany 1997 - 1999
Skills
Portfolio Management, Series 7, Banking, Wealth Management, Equities, Financial Analysis, Asset Managment, Investments, Credit Analysis, Credit, Fixed Income, Credit Risk, Asset Management, Securities, Alternative Investments, Mutual Funds, Hedge Funds, Series 63, Asset Allocation, Investment Advisory, Capital Markets, Bloomberg, Financial Services, Financial Markets, Investment Banking, Investment Strategies, Equity Research
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1990 — 1996
BBA + MBA, Economics
Merrill Lynch 2004 - Present
Merrill Lynch 2011 - Present
GivingCapital Inc. 2000 - 2003
Heyde AG - Germany 1997 - 1999
Skills
Portfolio Management, Series 7, Banking, Wealth Management, Equities, Financial Analysis, Asset Managment, Investments, Credit Analysis, Credit, Fixed Income, Credit Risk, Asset Management, Securities, Alternative Investments, Mutual Funds, Hedge Funds, Series 63, Asset Allocation, Investment Advisory, Capital Markets, Bloomberg, Financial Services, Financial Markets, Investment Banking, Investment Strategies, Equity Research
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1990 — 1996
BBA + MBA, Economics
Simon Osipov Simon Osipov's Merrill Lynch Experience September 2010 - August 2011
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Gruppo Levey June 2013 - August 2013
Cicero Capital Partners September 2012 - December 2012
WealthLift, Inc. May 2012 - October 2012
Cantor Fitzgerald May 2012 - August 2012
Merrill Lynch September 2010 - August 2011
Skills
Bloomberg Certified, Thomson One, Advanced Excel, Java, DCF Analysis, Fluent Russian, Google Visualizations..., Macros, Thompson One
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts, Economics and Entrepreneurship & Management
Bergen County Academies 2007 — 2011
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Gruppo Levey June 2013 - August 2013
Cicero Capital Partners September 2012 - December 2012
WealthLift, Inc. May 2012 - October 2012
Cantor Fitzgerald May 2012 - August 2012
Merrill Lynch September 2010 - August 2011
Skills
Bloomberg Certified, Thomson One, Advanced Excel, Java, DCF Analysis, Fluent Russian, Google Visualizations..., Macros, Thompson One
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts, Economics and Entrepreneurship & Management
Bergen County Academies 2007 — 2011
Orry Michael Orry Michael's Merrill Lynch Experience May 2012 - July 2013
Job Investment Banking Analyst
Industry Financial Services
Experience
Forefront Capital Markets February 2014 - Present
Vantage Lacrosse, Inc. January 2013 - Present
Merrill Lynch May 2012 - July 2013
Continental Realty Corporation in Baltimore September 2011 - May 2012
Skills
Brokerage, Portfolio Analysis, Financial Modeling, Microsoft Office, Series 7, Series 66, Investments, Equities, Financial Markets, Real Estate Economics, Real Estate, Finance, Asset Allocation, Wealth Management, Investment Advisory, Bloomberg, Microsoft Excel, Financial Advisory, Valuation, Bloomberg Terminal, Venture Capital, DCF, Capital Markets, FINRA, Due Diligence, Asset Management, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
The Johns Hopkins University - Carey Business School 2011 — 2012
Master of Science (M.S.), Real Estate Investment & Finance
The Johns Hopkins University 2007 — 2011
Bachelor of Arts (BA)
Don Bosco Preparatory 2003 — 2007
Forefront Capital Markets February 2014 - Present
Vantage Lacrosse, Inc. January 2013 - Present
Merrill Lynch May 2012 - July 2013
Continental Realty Corporation in Baltimore September 2011 - May 2012
Skills
Brokerage, Portfolio Analysis, Financial Modeling, Microsoft Office, Series 7, Series 66, Investments, Equities, Financial Markets, Real Estate Economics, Real Estate, Finance, Asset Allocation, Wealth Management, Investment Advisory, Bloomberg, Microsoft Excel, Financial Advisory, Valuation, Bloomberg Terminal, Venture Capital, DCF, Capital Markets, FINRA, Due Diligence, Asset Management, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
The Johns Hopkins University - Carey Business School 2011 — 2012
Master of Science (M.S.), Real Estate Investment & Finance
The Johns Hopkins University 2007 — 2011
Bachelor of Arts (BA)
Don Bosco Preparatory 2003 — 2007
Daniel Berdugo Daniel Berdugo's Merrill Lynch Experience June 2012 - August 2012
Job Associate with Optimity Advisors
Industry Management Consulting
Experience
Optimity Advisors July 2013 - Present
Merrill Lynch June 2012 - August 2012
University of Maryland August 2011 - August 2012
E-Structors, Inc. June 2011 - August 2011
Teletronics Technology Corporation June 2010 - August 2010
Philadelphia Eagles April 2008 - June 2008
Skills
Competitive Analysis, Research, Marketing, Sales, Hebrew, Data Analysis, Social Networking, Public Speaking, Social Media, Event Planning, Social Media Marketing, Fundraising, PowerPoint, Microsoft Office
Education
University of Maryland College Park
B.A., B.S., Economics, Finance
The Hebrew University
Hebrew, Colloquial Arabic, Holocaust Studies, Business Ethics and Social Responsibility, Writing
Optimity Advisors July 2013 - Present
Merrill Lynch June 2012 - August 2012
University of Maryland August 2011 - August 2012
E-Structors, Inc. June 2011 - August 2011
Teletronics Technology Corporation June 2010 - August 2010
Philadelphia Eagles April 2008 - June 2008
Skills
Competitive Analysis, Research, Marketing, Sales, Hebrew, Data Analysis, Social Networking, Public Speaking, Social Media, Event Planning, Social Media Marketing, Fundraising, PowerPoint, Microsoft Office
Education
University of Maryland College Park
B.A., B.S., Economics, Finance
The Hebrew University
Hebrew, Colloquial Arabic, Holocaust Studies, Business Ethics and Social Responsibility, Writing
Nick Murtha's Merrill Lynch Experience September 2003 - February 2007
Job Director at TruTone Metal Products Inc
Industry Aviation & Aerospace
Experience
Tru-Tone Metal Products Inc March 2007 - Present
Merrill Lynch September 2003 - February 2007
Skills
Business Strategy, Strategy, Project Management, Risk Management, Program Management, Financial Modeling, Management, Strategic Planning, Leadership, Investments, Team Building, Capital Markets
Education
The Johns Hopkins University 1998 — 2002
Tru-Tone Metal Products Inc March 2007 - Present
Merrill Lynch September 2003 - February 2007
Skills
Business Strategy, Strategy, Project Management, Risk Management, Program Management, Financial Modeling, Management, Strategic Planning, Leadership, Investments, Team Building, Capital Markets
Education
The Johns Hopkins University 1998 — 2002
Hillen Smith III Hillen Smith III's Merrill Lynch Experience April 2012 - April 2013
Job Vice President Operations & Sales at PartsMaster Inc.
Industry Business Supplies and Equipment
Experience
PARTSMASTER, INC April 2013 - Present
Merrill Lynch April 2012 - April 2013
PARTSMASTER, INC January 2009 - April 2012
Skills
Series 7, Series 63, Series 65, Asset Allocation, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Material Handling, Material Handling..., Lifting Equipment, Asset Management
Education
The Johns Hopkins University 2005 — 2007
Business Management, Economics, Finance
The Boys' Latin School of Maryland 1990 — 2003
PARTSMASTER, INC April 2013 - Present
Merrill Lynch April 2012 - April 2013
PARTSMASTER, INC January 2009 - April 2012
Skills
Series 7, Series 63, Series 65, Asset Allocation, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Material Handling, Material Handling..., Lifting Equipment, Asset Management
Education
The Johns Hopkins University 2005 — 2007
Business Management, Economics, Finance
The Boys' Latin School of Maryland 1990 — 2003
Jeff Suarez Jeff Suarez's Merrill Lynch Experience June 2000 - December 2002
Job Vice President of Engineering at Curata
Industry Internet
Experience
Curata December 2014 - Present
Financial Diligence Networks July 2012 - November 2014
Vistaprint August 2009 - July 2012
Vistaprint August 2007 - August 2009
VistaPrint May 2005 - August 2007
Vistaprint May 2003 - August 2005
Merrill Lynch June 2000 - December 2002
Teachers-Teachers.com 1999 - 2000
Skills
Software Development, Start-ups, Software Engineering, E-commerce, Email Marketing, Agile Project Management, User Experience, Product Management, Team Leadership, Microsoft SQL Server, Databases, Product Development, Management, A/B testing, Project Management, Product Marketing, Mobile Applications, Analytics, SEO, Agile Methodologies, Ruby on Rails, Taking New Products to..., Web Analytics, Presentations, SaaS, Program Management, New Business Development, C#, SQL, Brainstorm Facilitation, Technical Recruiting, Cooking, Quality Assurance, Software Project..., Product Design, Website Development, Web Services, Web Applications, Web Hosting, Search Engine Ranking, Data Modeling, ASP.NET, Microsoft Excel, JavaScript, jQuery, CSS, Project Delivery, Python, Test Driven Development, Amazon Web Services...
Education
The Johns Hopkins University 1996 — 2000
B.S., Computer Science
Curata December 2014 - Present
Financial Diligence Networks July 2012 - November 2014
Vistaprint August 2009 - July 2012
Vistaprint August 2007 - August 2009
VistaPrint May 2005 - August 2007
Vistaprint May 2003 - August 2005
Merrill Lynch June 2000 - December 2002
Teachers-Teachers.com 1999 - 2000
Skills
Software Development, Start-ups, Software Engineering, E-commerce, Email Marketing, Agile Project Management, User Experience, Product Management, Team Leadership, Microsoft SQL Server, Databases, Product Development, Management, A/B testing, Project Management, Product Marketing, Mobile Applications, Analytics, SEO, Agile Methodologies, Ruby on Rails, Taking New Products to..., Web Analytics, Presentations, SaaS, Program Management, New Business Development, C#, SQL, Brainstorm Facilitation, Technical Recruiting, Cooking, Quality Assurance, Software Project..., Product Design, Website Development, Web Services, Web Applications, Web Hosting, Search Engine Ranking, Data Modeling, ASP.NET, Microsoft Excel, JavaScript, jQuery, CSS, Project Delivery, Python, Test Driven Development, Amazon Web Services...
Education
The Johns Hopkins University 1996 — 2000
B.S., Computer Science
James Park James Park's Merrill Lynch Experience 2005 - 2006
Job Senior Technical Recruiter, Contract Agile Recruiter
Industry Information Technology and Services
Experience
Vision Technology Services November 2010 - December 2014
New York Life Insurance Company October 2009 - October 2010
Northwestern Mutual Financial Network 2007 - 2007
Merrill Lynch 2005 - 2006
Skills
Business Analysis, Access, SDLC, Analysis, Data Analysis, SQL, Sourcing, Process Improvement, Integration, Requirements Analysis, Software Development, Windows, Management, Strategic Planning, Recruitments, Recruiting, Networking, Program Management, Team Leadership, Vendor Management, Project Management, Change Management, Time Management, Project Planning, Staff Augmentation, Employee Benefits, Visio, Technical Recruiting, Leadership, Risk Management, SharePoint, .NET, Requirements Gathering, Databases, Information Technology, CRM, Software Documentation, College Recruiting, Business Intelligence, Applicant Tracking..., Software Project..., Internet Recruiting, Talent Acquisition, Staffing Services, MS Project, Benefits Negotiation, System Administration, Quality Assurance, Screening, Consulting
Education
The Johns Hopkins University 2004 — 2008
Bachelors of Arts, Economics, Entrpreneurship & Management Minor
Syosset High School
Vision Technology Services November 2010 - December 2014
New York Life Insurance Company October 2009 - October 2010
Northwestern Mutual Financial Network 2007 - 2007
Merrill Lynch 2005 - 2006
Skills
Business Analysis, Access, SDLC, Analysis, Data Analysis, SQL, Sourcing, Process Improvement, Integration, Requirements Analysis, Software Development, Windows, Management, Strategic Planning, Recruitments, Recruiting, Networking, Program Management, Team Leadership, Vendor Management, Project Management, Change Management, Time Management, Project Planning, Staff Augmentation, Employee Benefits, Visio, Technical Recruiting, Leadership, Risk Management, SharePoint, .NET, Requirements Gathering, Databases, Information Technology, CRM, Software Documentation, College Recruiting, Business Intelligence, Applicant Tracking..., Software Project..., Internet Recruiting, Talent Acquisition, Staffing Services, MS Project, Benefits Negotiation, System Administration, Quality Assurance, Screening, Consulting
Education
The Johns Hopkins University 2004 — 2008
Bachelors of Arts, Economics, Entrpreneurship & Management Minor
Syosset High School
Tara Mercogliano Tara Mercogliano's Merrill Lynch Experience 2000 - March 2002
Job Trader at Coatue Management
Industry Financial Services
Experience
Coatue Management March 2002 - February 2013
Merrill Lynch 2000 - March 2002
Brown Brothers Harriman May 1998 - 2000
Skills
Equity Research, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds
Education
The George Washington University - School of Business 1994 — 1998
BBA, Internation Business/Finance
Ocean Township High School 1990 — 1994
Coatue Management March 2002 - February 2013
Merrill Lynch 2000 - March 2002
Brown Brothers Harriman May 1998 - 2000
Skills
Equity Research, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds
Education
The George Washington University - School of Business 1994 — 1998
BBA, Internation Business/Finance
Ocean Township High School 1990 — 1994
Aviv Hod's Merrill Lynch Experience August 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
U.S. Coast Guard Auxiliary July 2007 - Present
North Shore Aeroclub 2005 - Present
North Suburban Jewish Community Center 2011 - May 2014
Morgan Stanley Smith Barney 2010 - 2011
SalesQuest 2009 - 2009
DBA InfoPower 2008 - 2009
Fast Asset Inc. February 2005 - August 2008
WDM Valley High School 1992 - 1996
Skills
Investments, Portfolio Management, Equities, Financial Planning, Securities, Banking, Retirement Planning, Asset Managment, Strategic Financial..., Mortgage Banking, Life Insurance, Strategy, Asset Management, Entrepreneurship, Sales, Sales Process, Leadership, Management, Business Planning, Business Strategy, Enterprise Software, Selling, Negotiation, Finance, Marketing, Budgets, Program Management, Small Business, Business Development, Executive Management, Start-ups, Risk Management, Mergers & Acquisitions, Financial Analysis, Strategic Planning
Education
University of Iowa 1996 — 2003
Bachelor
University of Iowa 1996 — 2001
Bachelor
The Goethe University Frankfurt 1998 — 1999
Exchange experience
Valley High School 1992 — 1996
Dale Carnegie Institute
Merrill Lynch August 2011 - Present
U.S. Coast Guard Auxiliary July 2007 - Present
North Shore Aeroclub 2005 - Present
North Suburban Jewish Community Center 2011 - May 2014
Morgan Stanley Smith Barney 2010 - 2011
SalesQuest 2009 - 2009
DBA InfoPower 2008 - 2009
Fast Asset Inc. February 2005 - August 2008
WDM Valley High School 1992 - 1996
Skills
Investments, Portfolio Management, Equities, Financial Planning, Securities, Banking, Retirement Planning, Asset Managment, Strategic Financial..., Mortgage Banking, Life Insurance, Strategy, Asset Management, Entrepreneurship, Sales, Sales Process, Leadership, Management, Business Planning, Business Strategy, Enterprise Software, Selling, Negotiation, Finance, Marketing, Budgets, Program Management, Small Business, Business Development, Executive Management, Start-ups, Risk Management, Mergers & Acquisitions, Financial Analysis, Strategic Planning
Education
University of Iowa 1996 — 2003
Bachelor
University of Iowa 1996 — 2001
Bachelor
The Goethe University Frankfurt 1998 — 1999
Exchange experience
Valley High School 1992 — 1996
Dale Carnegie Institute
Kashif Sheikh, Esq., CFA's Merrill Lynch Experience July 2003 - June 2005
Job Investor, Engineer, Folk Artist
Industry Venture Capital & Private Equity
Experience
Techstars March 2015 - Present
Nomura Securities July 2013 - November 2014
International Strategy & Investment Group March 2011 - July 2013
Quinn Emanuel LLP; Thacher Proffitt & Wood LLP; Independent Practice October 2008 - March 2011
U.S. Patent & Trademark Office August 2005 - February 2006
Merrill Lynch July 2003 - June 2005
Skills
Investments, Mergers & Acquisitions, Capital Markets, Securities, Hedge Funds, Financial Analysis, Finance, Corporate Law, Due Diligence, Legal Writing, Corporate Governance, Mergers, Legal Research, Equities, Corporate Finance, Asset Management, Trading, Financial Services, Structured Finance, Licensing, Investment Banking, Patents, Derivatives, C++, Equity Research, Emerging Markets, Engineering, Patent Prosecution, Software Engineering, Quantitative Finance, Patent Litigation, Analysis, Asset Managment, Java, Objective-C, High Frequency Trading, Chartered Financial..., Virtual Reality, Financial Technology
Education
University of Michigan - College of Engineering
B.S.E., magna cum laude, Computer Science
The George Washington University Law School
J.D., Law
Techstars March 2015 - Present
Nomura Securities July 2013 - November 2014
International Strategy & Investment Group March 2011 - July 2013
Quinn Emanuel LLP; Thacher Proffitt & Wood LLP; Independent Practice October 2008 - March 2011
U.S. Patent & Trademark Office August 2005 - February 2006
Merrill Lynch July 2003 - June 2005
Skills
Investments, Mergers & Acquisitions, Capital Markets, Securities, Hedge Funds, Financial Analysis, Finance, Corporate Law, Due Diligence, Legal Writing, Corporate Governance, Mergers, Legal Research, Equities, Corporate Finance, Asset Management, Trading, Financial Services, Structured Finance, Licensing, Investment Banking, Patents, Derivatives, C++, Equity Research, Emerging Markets, Engineering, Patent Prosecution, Software Engineering, Quantitative Finance, Patent Litigation, Analysis, Asset Managment, Java, Objective-C, High Frequency Trading, Chartered Financial..., Virtual Reality, Financial Technology
Education
University of Michigan - College of Engineering
B.S.E., magna cum laude, Computer Science
The George Washington University Law School
J.D., Law
Ida Orbe Ida Orbe's Merrill Lynch Experience August 2008 - March 2009
Job Intern Emergency Health and Nutrition at Save the Children US
Industry Nonprofit Organization Management
Experience
Save the Children US June 2014 - May 2015
World Vision June 2013 - August 2013
AIDS Foundation Houston June 2011 - August 2012
US FUND FOR UNICEF, SOUTHWEST REGIONAL OFFICE- August 2009 - May 2011
MERRILL LYNCH August 2008 - March 2009
HOUSTON INTERNATIONAL PROTOCOL ALLIANCE, SISTER CITY OFFICE, City Hall January 2008 - May 2008
Skills
LANGUAGE SKILLS, •French (native fluent), •English (fluent), •Spanish (average), •Arabic (basic), •Korean (basic), COMPUTER SKILLS, •Microsoft Word,..., •PIDI, SPSS, People..., International..., Event Planning, English, Internet, Language Development, PowerPoint, French, Spanish, SPSS, Microsoft Word, Humanitarian Assistance, Research, Policy Analysis, Public Policy, Community Outreach, Public Relations, Leadership, Editing, Grants, Program Evaluation, Fundraising
Education
Brandeis University, Heller - The Heller School for Social Policy and Management 2012 — 2014
Master's degree, sustainable international Development & Coexistence/ Conflict Resolution
University of St. Thomas (TX) 2004 — 2010
Bachelor of Arts (B.A.), International/Global Studies
lycee blaise pascal
Save the Children US June 2014 - May 2015
World Vision June 2013 - August 2013
AIDS Foundation Houston June 2011 - August 2012
US FUND FOR UNICEF, SOUTHWEST REGIONAL OFFICE- August 2009 - May 2011
MERRILL LYNCH August 2008 - March 2009
HOUSTON INTERNATIONAL PROTOCOL ALLIANCE, SISTER CITY OFFICE, City Hall January 2008 - May 2008
Skills
LANGUAGE SKILLS, •French (native fluent), •English (fluent), •Spanish (average), •Arabic (basic), •Korean (basic), COMPUTER SKILLS, •Microsoft Word,..., •PIDI, SPSS, People..., International..., Event Planning, English, Internet, Language Development, PowerPoint, French, Spanish, SPSS, Microsoft Word, Humanitarian Assistance, Research, Policy Analysis, Public Policy, Community Outreach, Public Relations, Leadership, Editing, Grants, Program Evaluation, Fundraising
Education
Brandeis University, Heller - The Heller School for Social Policy and Management 2012 — 2014
Master's degree, sustainable international Development & Coexistence/ Conflict Resolution
University of St. Thomas (TX) 2004 — 2010
Bachelor of Arts (B.A.), International/Global Studies
lycee blaise pascal
Brandon Sanford Brandon Sanford's Merrill Lynch Experience July 2004 - February 2012
Job Structured Credit Executive
Industry Banking
Experience
Merrill Lynch/Bank of America February 2012 - Present
Merrill Lynch July 2004 - February 2012
Merrill Lynch November 2002 - July 2004
Ruig Capital Management January 1998 - August 2000
J.P. Morgan June 1995 - January 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Wealth Management, Series 7, Credit, Credit Risk, Private Banking, Derivatives, Interest Rate..., Loans, Finance
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Finance
The Hong Kong University of Science and Technology 2001 — 2001
Exchange, Finance
University of Southern California - Marshall School of Business 1991 — 1995
B.S., Business
Merrill Lynch/Bank of America February 2012 - Present
Merrill Lynch July 2004 - February 2012
Merrill Lynch November 2002 - July 2004
Ruig Capital Management January 1998 - August 2000
J.P. Morgan June 1995 - January 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Wealth Management, Series 7, Credit, Credit Risk, Private Banking, Derivatives, Interest Rate..., Loans, Finance
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Finance
The Hong Kong University of Science and Technology 2001 — 2001
Exchange, Finance
University of Southern California - Marshall School of Business 1991 — 1995
B.S., Business
joseph burbea joseph burbea's Merrill Lynch Experience 1987 - Present
Job Computer Software Professional
Industry Computer Software
Experience
merrill lynch 1987 - Present
merrill lynch 1987 - 2008
merrill lynch 1987 - 2001
Skills
Sybase, SDLC, Release Management, Financial Services, Portfolio Management, SQL, Securities, Business Analysis, Requirements Analysis, Integration, Mainframe, Databases, Software Project..., C#, Perl, PMO, Enterprise Architecture, Agile Methodologies, Risk Management, SOA, Web Services, Software Development, .NET, IT Strategy, Data Warehousing, Visio, Microsoft SQL Server, Program Management, XML, Market Data, Vendor Management, DB2, Java, Disaster Recovery, Trading Systems, Equities, Solution Architecture, Business Intelligence, VB.NET, IT Management, ITIL, Java Enterprise Edition, Software Documentation, Enterprise Software, SharePoint, Cloud Computing, PMP, SaaS, Testing
Education
The Hebrew University 1970 — 1974
bsc, math and computer science
merrill lynch 1987 - Present
merrill lynch 1987 - 2008
merrill lynch 1987 - 2001
Skills
Sybase, SDLC, Release Management, Financial Services, Portfolio Management, SQL, Securities, Business Analysis, Requirements Analysis, Integration, Mainframe, Databases, Software Project..., C#, Perl, PMO, Enterprise Architecture, Agile Methodologies, Risk Management, SOA, Web Services, Software Development, .NET, IT Strategy, Data Warehousing, Visio, Microsoft SQL Server, Program Management, XML, Market Data, Vendor Management, DB2, Java, Disaster Recovery, Trading Systems, Equities, Solution Architecture, Business Intelligence, VB.NET, IT Management, ITIL, Java Enterprise Edition, Software Documentation, Enterprise Software, SharePoint, Cloud Computing, PMP, SaaS, Testing
Education
The Hebrew University 1970 — 1974
bsc, math and computer science
Adam Spengler Adam Spengler's Merrill Lynch Experience January 2012 - May 2012
Job Silverpeak Real Estate Finance, CMBS Lending Origination/Underwriting
Industry Commercial Real Estate
Experience
Silverpeak Real Estate Finance April 2015 - Present
Freddie Mac June 2013 - April 2015
Investors Savings Bank June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Wilentz, Goldman & Spitzer June 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Bloomberg, Research, Social Media, Financial Modeling, Spanish, Due Diligence, Bloomberg Terminal, Public Speaking, Risk Management, Portfolio Management
Education
The Johns Hopkins University 2009 — 2013
BA, Economics
CBA
Silverpeak Real Estate Finance April 2015 - Present
Freddie Mac June 2013 - April 2015
Investors Savings Bank June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Wilentz, Goldman & Spitzer June 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Bloomberg, Research, Social Media, Financial Modeling, Spanish, Due Diligence, Bloomberg Terminal, Public Speaking, Risk Management, Portfolio Management
Education
The Johns Hopkins University 2009 — 2013
BA, Economics
CBA
Brandon A. Doerr Brandon A. Doerr's Merrill Lynch Experience June 2008 - August 2008
Job Director at Raven Capital Management LLC
Industry Financial Services
Experience
Raven Capital Management LLC 2012 - Present
Bank of America Merrill Lynch August 2009 - December 2011
Merrill Lynch June 2008 - August 2008
Accenture May 2004 - August 2007
Education
The Johns Hopkins University
Bachelor of Arts (BA), Economics
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA), Finance, General
Raven Capital Management LLC 2012 - Present
Bank of America Merrill Lynch August 2009 - December 2011
Merrill Lynch June 2008 - August 2008
Accenture May 2004 - August 2007
Education
The Johns Hopkins University
Bachelor of Arts (BA), Economics
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA), Finance, General
Tereza Bickerstaff's Merrill Lynch Experience May 2007 - July 2007
Job Marketing Director, DETAILS Magazine at Condé Nast
Industry Publishing
Experience
Condé Nast July 2015 - Present
Undertone February 2015 - July 2015
Conde Nast November 2013 - February 2015
Conde Nast March 2013 - October 2013
Conde Nast March 2012 - April 2013
Conde Nast October 2011 - March 2012
GE Healthcare July 2010 - August 2011
Cleary Gottlieb Steen & Hamilton LLP November 2007 - April 2010
Tory Burch June 2009 - August 2009
Merrill Lynch May 2007 - July 2007
Skills
Marketing, Marketing Strategy, Market Research, Consumer Insight, Category Insights, Digital Media, Digital Marketing, Web Analytics, Online Publishing, Online Advertising, Social Media, Brand Development, Financial Analysis, Microsoft Excel, Keynote, PowerPoint, Photoshop, InDesign, Sysomos, comScore, MRI, MMR, Kantar, Omniture, HootSuite, eMarketer, DMR
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Condé Nast July 2015 - Present
Undertone February 2015 - July 2015
Conde Nast November 2013 - February 2015
Conde Nast March 2013 - October 2013
Conde Nast March 2012 - April 2013
Conde Nast October 2011 - March 2012
GE Healthcare July 2010 - August 2011
Cleary Gottlieb Steen & Hamilton LLP November 2007 - April 2010
Tory Burch June 2009 - August 2009
Merrill Lynch May 2007 - July 2007
Skills
Marketing, Marketing Strategy, Market Research, Consumer Insight, Category Insights, Digital Media, Digital Marketing, Web Analytics, Online Publishing, Online Advertising, Social Media, Brand Development, Financial Analysis, Microsoft Excel, Keynote, PowerPoint, Photoshop, InDesign, Sysomos, comScore, MRI, MMR, Kantar, Omniture, HootSuite, eMarketer, DMR
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Zachary Eisenberg Zachary Eisenberg's Merrill Lynch Experience June 2009 - August 2009
Job Investment Banking Analyst at Greenberg Advisors, LLC
Industry Financial Services
Experience
Greenberg Advisors, LLC May 2015 - Present
Accenture November 2011 - May 2015
UBS February 2010 - November 2011
Royal Bank of Canada June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Bank of New York Mellon June 2008 - August 2008
Skills
Valuation, Financial Modeling, Wealth Management..., Bloomberg, Forecasting, Analysis, Leadership, Microsoft Excel
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
The American University of Rome 2009 — 2009
Greenberg Advisors, LLC May 2015 - Present
Accenture November 2011 - May 2015
UBS February 2010 - November 2011
Royal Bank of Canada June 2009 - August 2009
Merrill Lynch June 2009 - August 2009
Bank of New York Mellon June 2008 - August 2008
Skills
Valuation, Financial Modeling, Wealth Management..., Bloomberg, Forecasting, Analysis, Leadership, Microsoft Excel
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
The American University of Rome 2009 — 2009
Julian Cabezas Julian Cabezas's Merrill Lynch Experience 2011 - 2012
Job Operations Manager at Travelex
Industry Financial Services
Experience
Travelex September 2014 - Present
Burger King Corporation March 2013 - March 2014
Merrill Lynch 2011 - 2012
Skills
Teamwork, Financial Modeling, Investments, Public Speaking, Time Management, Leadership, Corporate Finance
Education
The Johns Hopkins University 2008 — 2012
Chemical and Biomolecular Engineering, Chemical Engineering
Travelex September 2014 - Present
Burger King Corporation March 2013 - March 2014
Merrill Lynch 2011 - 2012
Skills
Teamwork, Financial Modeling, Investments, Public Speaking, Time Management, Leadership, Corporate Finance
Education
The Johns Hopkins University 2008 — 2012
Chemical and Biomolecular Engineering, Chemical Engineering
Zecca Lehn's Merrill Lynch Experience September 2006 - December 2006
Job
Industry Investment Management
Experience
Independent January 2012 - Present
NewMet Data Science Bootcamp July 2015 - August 2015
West-to-West, LLC January 2010 - June 2012
Ecology and Environment, Inc August 2007 - September 2009
Merrill Lynch September 2006 - December 2006
Skills
Renewable Energy, Data Science, R, Statistics, Analysis, Statistical Computing, Sustainable Development, Financial Analysis, Project Management, Energy, Machine Learning, Risk Management, Environmental Economics, Investment Research, Python, SQL, VBA, Excel, Sustainability..., Programming, Due Diligence, Venture Capital, Private Equity, Sustainability, Alternative Investments, Management Consulting, Environmental Awareness, Corporate Social..., Environmental Impact..., Hadoop, Project Finance, Sustainable Business, Portfolio Optimization, Operational Analysis, Cleantech, Early-stage Startups, Environmental Policy, Clean Technology, Energy Policy, Sustainability Reporting, Management, Program Management, Strategic Planning, Research
Education
The Johns Hopkins University 2014 — 2014
Certified Data Science Specialization
UCLA 2011 — 2011
Coursework in Accounting
Western Washington University 2003 — 2007
Economics, and Environmental Studies
Independent January 2012 - Present
NewMet Data Science Bootcamp July 2015 - August 2015
West-to-West, LLC January 2010 - June 2012
Ecology and Environment, Inc August 2007 - September 2009
Merrill Lynch September 2006 - December 2006
Skills
Renewable Energy, Data Science, R, Statistics, Analysis, Statistical Computing, Sustainable Development, Financial Analysis, Project Management, Energy, Machine Learning, Risk Management, Environmental Economics, Investment Research, Python, SQL, VBA, Excel, Sustainability..., Programming, Due Diligence, Venture Capital, Private Equity, Sustainability, Alternative Investments, Management Consulting, Environmental Awareness, Corporate Social..., Environmental Impact..., Hadoop, Project Finance, Sustainable Business, Portfolio Optimization, Operational Analysis, Cleantech, Early-stage Startups, Environmental Policy, Clean Technology, Energy Policy, Sustainability Reporting, Management, Program Management, Strategic Planning, Research
Education
The Johns Hopkins University 2014 — 2014
Certified Data Science Specialization
UCLA 2011 — 2011
Coursework in Accounting
Western Washington University 2003 — 2007
Economics, and Environmental Studies
Kyle Whitehead Kyle Whitehead's Merrill Lynch Experience September 2006 - January 2007
Job Associate Investment Management at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP August 2015 - Present
Carlton Fields Jorden Burt September 2013 - August 2015
Jorden Burt LLP September 2012 - April 2013
Jorden Burt LLP May 2012 - August 2012
US Securities and Exchange Commission January 2012 - April 2012
Rivero Mestre LLP July 2011 - August 2011
Miami-Dade County Office of the State Attorney May 2011 - July 2011
LPL Financial May 2008 - August 2010
LPL Financial May 2007 - May 2008
Merrill Lynch September 2006 - January 2007
Education
The George Washington University Law School 2011 — 2013
JD, Law, With Honors
University of Miami School of Law 2010 — 2011
JD, Law
University of Virginia 2000 — 2004
BA, Economics
Morgan, Lewis & Bockius LLP August 2015 - Present
Carlton Fields Jorden Burt September 2013 - August 2015
Jorden Burt LLP September 2012 - April 2013
Jorden Burt LLP May 2012 - August 2012
US Securities and Exchange Commission January 2012 - April 2012
Rivero Mestre LLP July 2011 - August 2011
Miami-Dade County Office of the State Attorney May 2011 - July 2011
LPL Financial May 2008 - August 2010
LPL Financial May 2007 - May 2008
Merrill Lynch September 2006 - January 2007
Education
The George Washington University Law School 2011 — 2013
JD, Law, With Honors
University of Miami School of Law 2010 — 2011
JD, Law
University of Virginia 2000 — 2004
BA, Economics
Bill Viqueira's Merrill Lynch Experience 1986 - 1996
Job Experienced corporate finance professional, former M&A banker, CFO and Treasurer. Franchise business owner.
Industry Internet
Experience
Franchise Restaurant Owner May 2012 - Present
Golden Seeds Fund LP December 2010 - January 2012
Monster Worldwide, Inc. November 2008 - September 2009
Lucent Technologies 1996 - April 2006
General Maritime 2003 - 2004
IntelliSpace June 2001 - July 2002
Merrill Lynch 1986 - 1996
Skills
Mergers, Corporate Development, Strategic Advisory, Deal Execution, Negotiation, Strategic Planning, Due Diligence, Valuation, Corporate Finance, Structuring, Financial Modeling, Business Strategy, Acquisition Integration, Strategy Development, Strategy, Mergers & Acquisitions, Financial Structuring, Finance, Portfolio Management, Venture Capital, Investments, International Business, Management, Angel Investing, Start-ups, Investor Relations, Managerial Finance, Divestitures, Project Finance, Strategic Financial..., Financial Analysis, Structured Finance, IPO, Private Equity, Executive Management, Competitive Analysis, Restructuring, Strategic Consulting, Strategic Partnerships, Leadership, Business Development, Risk Management, Investment Banking, Capital Markets, Entrepreneurship, Business Planning, Corporate Governance, M&A experience, Analytics, Equities
Education
The Johns Hopkins University 1982 — 1986
Master’s Degree, Political Economy
Franchise Restaurant Owner May 2012 - Present
Golden Seeds Fund LP December 2010 - January 2012
Monster Worldwide, Inc. November 2008 - September 2009
Lucent Technologies 1996 - April 2006
General Maritime 2003 - 2004
IntelliSpace June 2001 - July 2002
Merrill Lynch 1986 - 1996
Skills
Mergers, Corporate Development, Strategic Advisory, Deal Execution, Negotiation, Strategic Planning, Due Diligence, Valuation, Corporate Finance, Structuring, Financial Modeling, Business Strategy, Acquisition Integration, Strategy Development, Strategy, Mergers & Acquisitions, Financial Structuring, Finance, Portfolio Management, Venture Capital, Investments, International Business, Management, Angel Investing, Start-ups, Investor Relations, Managerial Finance, Divestitures, Project Finance, Strategic Financial..., Financial Analysis, Structured Finance, IPO, Private Equity, Executive Management, Competitive Analysis, Restructuring, Strategic Consulting, Strategic Partnerships, Leadership, Business Development, Risk Management, Investment Banking, Capital Markets, Entrepreneurship, Business Planning, Corporate Governance, M&A experience, Analytics, Equities
Education
The Johns Hopkins University 1982 — 1986
Master’s Degree, Political Economy
Lilian Kong Lilian Kong's Merrill Lynch Experience 2005 - 2006
Job Senior Manager at Deloitte Advisory
Industry Management Consulting
Experience
Deloitte Advisory August 2015 - Present
Deloitte Advisory January 2013 - Present
Deloitte May 2012 - January 2013
Deloitte 2009 - 2012
Deloitte 2007 - 2009
Merrill Lynch 2005 - 2006
Skills
IFRS, Finance, Valuation, Financial Reporting, Derivatives, Risk Management, Banking, Accounting, Securities, Financial Services, GAAP, Financial Advisory, Consolidation, Investment Management, Hedging, Financial Modeling, US GAAP, Internal Controls, Corporate Finance, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, External Audit
Education
The Hong Kong University of Science and Technology 2005 — 2006
Bachelor of Business Administration (B.B.A.), Global Business and Accounting
University of Southern California 2005 — 2005
Accounting and Finance
Deloitte Advisory August 2015 - Present
Deloitte Advisory January 2013 - Present
Deloitte May 2012 - January 2013
Deloitte 2009 - 2012
Deloitte 2007 - 2009
Merrill Lynch 2005 - 2006
Skills
IFRS, Finance, Valuation, Financial Reporting, Derivatives, Risk Management, Banking, Accounting, Securities, Financial Services, GAAP, Financial Advisory, Consolidation, Investment Management, Hedging, Financial Modeling, US GAAP, Internal Controls, Corporate Finance, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, External Audit
Education
The Hong Kong University of Science and Technology 2005 — 2006
Bachelor of Business Administration (B.B.A.), Global Business and Accounting
University of Southern California 2005 — 2005
Accounting and Finance
Peter Lezama Peter Lezama's Merrill Lynch Experience January 2010 - May 2010
Job Business at Square
Industry Financial Services
Experience
Square April 2015 - Present
Yodle September 2014 - April 2015
Bloomberg LP April 2014 - July 2014
Bloomberg LP August 2012 - April 2014
Bloomberg LP June 2011 - August 2011
Apple Retail May 2010 - 2011
Merrill Lynch January 2010 - May 2010
Travelex April 2009 - December 2009
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration
Universidad de Sevilla 2011 — 2011
BA
The Hotchkiss School 2004 — 2008
Square April 2015 - Present
Yodle September 2014 - April 2015
Bloomberg LP April 2014 - July 2014
Bloomberg LP August 2012 - April 2014
Bloomberg LP June 2011 - August 2011
Apple Retail May 2010 - 2011
Merrill Lynch January 2010 - May 2010
Travelex April 2009 - December 2009
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration
Universidad de Sevilla 2011 — 2011
BA
The Hotchkiss School 2004 — 2008
Mohnish Sani's Merrill Lynch Experience June 2009 - August 2009
Job Business Development at Chute
Industry Internet
Experience
Chute March 2014 - Present
Flying Ventures, LLC July 2012 - Present
LeadGen Innovations, LLC November 2012 - February 2014
First Pioneer Properties August 2012 - February 2014
Bank Of America U.S. Trust May 2011 - August 2012
Bank of America June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, FactSet, Financial Analysis, Finance, Business Development, Start-ups, Research
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Riverdale Country School
Chute March 2014 - Present
Flying Ventures, LLC July 2012 - Present
LeadGen Innovations, LLC November 2012 - February 2014
First Pioneer Properties August 2012 - February 2014
Bank Of America U.S. Trust May 2011 - August 2012
Bank of America June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, FactSet, Financial Analysis, Finance, Business Development, Start-ups, Research
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Riverdale Country School
Robert Keefe Robert Keefe's Merrill Lynch Experience May 2011 - August 2011
Job J.D. Candidate at University of Florida Levin College of Law
Industry Law Practice
Experience
Intercontinental Exchange November 2013 - June 2015
NYSE July 2013 - November 2013
Hopkins Student Movers February 2012 - February 2013
NYSE Euronext May 2012 - August 2012
WipWire Collaborative Network, LLC August 2011 - August 2012
Merrill Lynch May 2011 - August 2011
Keefe, Anchors, Gordon & Moyle May 2009 - August 2011
Skills
Research, Writing, Microsoft Office, Spanish, Social Media, Microsoft Excel, Editing, Microsoft Word, Analysis, Public Relations, Data Analysis, Project Management, Stata, Social Networking, Statistics, International Relations
Education
University of Florida - Fredric G. Levin College of Law 2015 — 2018
Doctor of Law (J.D.)
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Intercontinental Exchange November 2013 - June 2015
NYSE July 2013 - November 2013
Hopkins Student Movers February 2012 - February 2013
NYSE Euronext May 2012 - August 2012
WipWire Collaborative Network, LLC August 2011 - August 2012
Merrill Lynch May 2011 - August 2011
Keefe, Anchors, Gordon & Moyle May 2009 - August 2011
Skills
Research, Writing, Microsoft Office, Spanish, Social Media, Microsoft Excel, Editing, Microsoft Word, Analysis, Public Relations, Data Analysis, Project Management, Stata, Social Networking, Statistics, International Relations
Education
University of Florida - Fredric G. Levin College of Law 2015 — 2018
Doctor of Law (J.D.)
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Michael Todisco's Merrill Lynch Experience June 2010 - August 2010
Job Media Manager at Adaptly
Industry Marketing and Advertising
Experience
Adaptly July 2015 - Present
JackThreads February 2014 - May 2015
JackThreads February 2013 - February 2014
JackThreads September 2011 - February 2013
Merrill Lynch June 2010 - August 2010
Valhalla Captial Advisors, LLC June 2009 - August 2009
Skills
Microsoft Excel, Google Analytics, Data Analysis, SQL, Sailthru, Gooddata, Qualtrics, Chartbeat, Market Research, Marketing, Microsoft Word, Finance, Financial Modeling, Microsoft Office, Access, Analysis, Bloomberg Terminal
Education
The Johns Hopkins University 2007 — 2011
Bachelor's degree, Economics, Financial Economics
Montville Township High School 2003 — 2007
Adaptly July 2015 - Present
JackThreads February 2014 - May 2015
JackThreads February 2013 - February 2014
JackThreads September 2011 - February 2013
Merrill Lynch June 2010 - August 2010
Valhalla Captial Advisors, LLC June 2009 - August 2009
Skills
Microsoft Excel, Google Analytics, Data Analysis, SQL, Sailthru, Gooddata, Qualtrics, Chartbeat, Market Research, Marketing, Microsoft Word, Finance, Financial Modeling, Microsoft Office, Access, Analysis, Bloomberg Terminal
Education
The Johns Hopkins University 2007 — 2011
Bachelor's degree, Economics, Financial Economics
Montville Township High School 2003 — 2007
Blake Broussard's Merrill Lynch Experience May 2013 - August 2013
Job Student at Tulane University A.B. Freeman School of Business
Industry Financial Services
Experience
Virtudent 2015 - Present
Burkenroad Reports January 2015 - May 2015
Vertical Capital June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Salesforce.com, Entrepreneurship, Facebook, Social Networking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science (BS), Finance, Entrepreneurship
The Hong Kong University of Science and Technology 2014 — 2015
Finance
Virtudent 2015 - Present
Burkenroad Reports January 2015 - May 2015
Vertical Capital June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Salesforce.com, Entrepreneurship, Facebook, Social Networking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science (BS), Finance, Entrepreneurship
The Hong Kong University of Science and Technology 2014 — 2015
Finance
John Alberici John Alberici's Merrill Lynch Experience June 2010 - August 2010
Job Associate Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings February 2014 - Present
Fitch Ratings September 2011 - February 2014
Fitch Ratings June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg, Credit, Financial Analysis, Statistics, Microsoft Excel, Structured Finance, Financial Modeling, Public Speaking, Fixed Income, Analytics, Forecasting
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Science, Politcal Science
Fitch Ratings February 2014 - Present
Fitch Ratings September 2011 - February 2014
Fitch Ratings June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg, Credit, Financial Analysis, Statistics, Microsoft Excel, Structured Finance, Financial Modeling, Public Speaking, Fixed Income, Analytics, Forecasting
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Science, Politcal Science
Robert Saghafi, PMP Robert Saghafi, PMP's Merrill Lynch Experience October 2006 - December 2008
Job SeniorLevel IT Project Management Leader
Industry Information Technology and Services
Experience
Marsh & McLennan Companies June 2015 - Present
Phoenix Project Management February 1991 - Present
eBay Enterprise September 2011 - April 2015
LifeCell Corporation July 2011 - September 2011
EMC November 2010 - June 2011
Bank of America January 2009 - September 2010
Merrill Lynch October 2006 - December 2008
Bank of New York Mellon May 2006 - October 2006
Express Scripts 1994 - 2004
Redback Networks May 2000 - February 2001
Skills
PMP, Program Management, Project Portfolio..., PMO, SDLC, Data Center, ITIL, Integration, Outsourcing, Project Management, MS Project, VMware, Project Planning, Management, SharePoint, Resource Management, Leadership, Analysis, Vendor Management, Pre-sales
Education
The George Washington University - School of Business 2004 — 2004
Advanced Master's Certificate, Project Management
Marsh & McLennan Companies June 2015 - Present
Phoenix Project Management February 1991 - Present
eBay Enterprise September 2011 - April 2015
LifeCell Corporation July 2011 - September 2011
EMC November 2010 - June 2011
Bank of America January 2009 - September 2010
Merrill Lynch October 2006 - December 2008
Bank of New York Mellon May 2006 - October 2006
Express Scripts 1994 - 2004
Redback Networks May 2000 - February 2001
Skills
PMP, Program Management, Project Portfolio..., PMO, SDLC, Data Center, ITIL, Integration, Outsourcing, Project Management, MS Project, VMware, Project Planning, Management, SharePoint, Resource Management, Leadership, Analysis, Vendor Management, Pre-sales
Education
The George Washington University - School of Business 2004 — 2004
Advanced Master's Certificate, Project Management
Aaron Levin Aaron Levin's Merrill Lynch Experience June 2009 - August 2009
Job J.D. Candidate, The George Washington University Law School
Industry Law Practice
Experience
U.S. Environmental Protection Agency (EPA) January 2015 - March 2015
Southeast Louisiana Legal Services December 2014 - December 2014
U.S. Department of Agriculture August 2014 - November 2014
United States Court of Federal Claims May 2014 - August 2014
The Gulf Coast Center for Law and Policy December 2013 - January 2014
Machiavelli W. Chao, Inc., A Professional Law Corporation May 2011 - June 2013
Paul Merage School of Business, Center for Global Leadership October 2009 - May 2011
U.S. Department of Commerce June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Leadership, Portfolio Management, Business Strategy, Financial Statement..., Tax Preparation, QuickBooks, Microsoft Word, Mac, Program Management, Public Speaking, Strategy, Fundraising, Management, Research, Event Planning, Microsoft Excel, Social Media Marketing, PowerPoint, Business Development, Budgets, Community Outreach, Data Analysis, Legal Research, Legal Writing, Government Contracting, Government Procurement
Education
The George Washington University Law School 2013 — 2016
J.D.
University of California, Irvine - The Paul Merage School of Business 2008 — 2012
B.A., Business Administration, Specialization: Accounting, Minor: Humanities and Law
U.S. Environmental Protection Agency (EPA) January 2015 - March 2015
Southeast Louisiana Legal Services December 2014 - December 2014
U.S. Department of Agriculture August 2014 - November 2014
United States Court of Federal Claims May 2014 - August 2014
The Gulf Coast Center for Law and Policy December 2013 - January 2014
Machiavelli W. Chao, Inc., A Professional Law Corporation May 2011 - June 2013
Paul Merage School of Business, Center for Global Leadership October 2009 - May 2011
U.S. Department of Commerce June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Leadership, Portfolio Management, Business Strategy, Financial Statement..., Tax Preparation, QuickBooks, Microsoft Word, Mac, Program Management, Public Speaking, Strategy, Fundraising, Management, Research, Event Planning, Microsoft Excel, Social Media Marketing, PowerPoint, Business Development, Budgets, Community Outreach, Data Analysis, Legal Research, Legal Writing, Government Contracting, Government Procurement
Education
The George Washington University Law School 2013 — 2016
J.D.
University of California, Irvine - The Paul Merage School of Business 2008 — 2012
B.A., Business Administration, Specialization: Accounting, Minor: Humanities and Law
Steven Schluter Steven Schluter's Merrill Lynch Experience February 2007 - August 2009
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2013 - Present
Morgan Stanley August 2009 - August 2013
Merrill Lynch February 2007 - August 2009
Freelance Web Developer January 2005 - January 2008
JPMorgan Chase May 2006 - August 2006
Skills
Business Analysis, Fixed Income, Equities, Derivatives, Requirements Gathering, Risk Management, Trading Systems, Surveillance, Project Management, IT Project & Program..., Electronic Trading, Trade Compliance, Series 63, Series 7, Equity Trading, Series 24, Requirements Analysis, SQL, Program Management, Securities Regulation, Business Requirements, Analysis, Regulatory Policy, Dodd-Frank, Software Project..., Testing, Quality Assurance, Best Execution, Financial Regulation, High Frequency Trading, Financial Futures, Fixed Income Analysis, Stock Market, Finance, System Design, Futures, Bonds, Software Development, Quality Center, Interest Rate Swaps, SMARTS, Actimize
Education
University of Delaware 2002 — 2006
BS Computer Science - Information Systems, Computer Science, Business
The George Washington University - School of Business 2011 — 2012
Project Management
Morgan Stanley January 2015 - Present
Morgan Stanley August 2013 - Present
Morgan Stanley August 2009 - August 2013
Merrill Lynch February 2007 - August 2009
Freelance Web Developer January 2005 - January 2008
JPMorgan Chase May 2006 - August 2006
Skills
Business Analysis, Fixed Income, Equities, Derivatives, Requirements Gathering, Risk Management, Trading Systems, Surveillance, Project Management, IT Project & Program..., Electronic Trading, Trade Compliance, Series 63, Series 7, Equity Trading, Series 24, Requirements Analysis, SQL, Program Management, Securities Regulation, Business Requirements, Analysis, Regulatory Policy, Dodd-Frank, Software Project..., Testing, Quality Assurance, Best Execution, Financial Regulation, High Frequency Trading, Financial Futures, Fixed Income Analysis, Stock Market, Finance, System Design, Futures, Bonds, Software Development, Quality Center, Interest Rate Swaps, SMARTS, Actimize
Education
University of Delaware 2002 — 2006
BS Computer Science - Information Systems, Computer Science, Business
The George Washington University - School of Business 2011 — 2012
Project Management
John Fox's Merrill Lynch Experience May 2008 - August 2008
Job Core Terminal Sales Account Manager Buyside Miami / Bahamas / Turks and Caicos at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Bloomberg LP July 2011 - January 2015
Bloomberg LP August 2010 - July 2011
Bloomberg LP May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Bloomberg Terminal, Fixed Income, Financial Modeling, Equities, Valuation, Prospecting New Clients, Account Management, Bloomberg, Market Data, Analytics, Asset Management, Capital Markets, Economics, Finance, Financial Analysis, Financial Markets, Hedge Funds, Investments, Management, Portfolio Management, Risk Management, Trading
Education
The Johns Hopkins University 2006 — 2009
BA, Economics, Entrepreneurship and Management (Minor)
Cherokee High School 2002 — 2006
Bloomberg LP February 2015 - Present
Bloomberg LP July 2011 - January 2015
Bloomberg LP August 2010 - July 2011
Bloomberg LP May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Bloomberg Terminal, Fixed Income, Financial Modeling, Equities, Valuation, Prospecting New Clients, Account Management, Bloomberg, Market Data, Analytics, Asset Management, Capital Markets, Economics, Finance, Financial Analysis, Financial Markets, Hedge Funds, Investments, Management, Portfolio Management, Risk Management, Trading
Education
The Johns Hopkins University 2006 — 2009
BA, Economics, Entrepreneurship and Management (Minor)
Cherokee High School 2002 — 2006
Sungmin Ryan Park's Merrill Lynch Experience 2003 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2003 - Present
Deutsche Bank 2000 - 2002
Cap Gemini 1997 - 2000
Millenium Associates 1995 - 1997
Lehman Brothers 1993 - 1997
Morgan Stanley 1988 - 1993
Northwestern University 1986 - 1988
Skills
Portfolio Management, Wealth Accumulation, Asset, Financial Planners, Equities, Wealth, Hedge Funds, Investments, Private Equity, Valuation, Alternative Investments, Wealth Management
Education
The Johns Hopkins University
BA, Natural Sciences with Concentration in Economics
University of Pennsylvania
Merrill Lynch 2003 - Present
Deutsche Bank 2000 - 2002
Cap Gemini 1997 - 2000
Millenium Associates 1995 - 1997
Lehman Brothers 1993 - 1997
Morgan Stanley 1988 - 1993
Northwestern University 1986 - 1988
Skills
Portfolio Management, Wealth Accumulation, Asset, Financial Planners, Equities, Wealth, Hedge Funds, Investments, Private Equity, Valuation, Alternative Investments, Wealth Management
Education
The Johns Hopkins University
BA, Natural Sciences with Concentration in Economics
University of Pennsylvania
Jonathan Weindel Jonathan Weindel's Merrill Lynch Experience 2008 - 2009
Job Senior Insights Analyst at LinkedIn
Industry Financial Services
Experience
LinkedIn 2015 - Present
General Assembly 2015 - Present
RPX Corporation 2014 - 2015
RPX Corporation 2013 - 2014
McKinley Capital Management 2010 - 2013
FrontRad Technologies, Inc 2009 - 2012
RAD-AID International 2008 - 2010
Chevron 2009 - 2009
Merrill Lynch 2008 - 2009
Skills
Statistics, Analysis, Financial Analysis, Financial Modeling, Health Economics, Data Analysis, Strategy, SAS, Econometrics, Statistical Modeling, Mathematical Programming, Data Science, Python, SQL, Leadership, Analytics, Start-ups, Management, Research
Education
University of Alaska Anchorage 2010 — 2012
MBA, Finance
University of Alaska Anchorage 2005 — 2009
BS, Mathematics, Minor in Statistics
The Johns Hopkins University 2008 — 2008
LinkedIn 2015 - Present
General Assembly 2015 - Present
RPX Corporation 2014 - 2015
RPX Corporation 2013 - 2014
McKinley Capital Management 2010 - 2013
FrontRad Technologies, Inc 2009 - 2012
RAD-AID International 2008 - 2010
Chevron 2009 - 2009
Merrill Lynch 2008 - 2009
Skills
Statistics, Analysis, Financial Analysis, Financial Modeling, Health Economics, Data Analysis, Strategy, SAS, Econometrics, Statistical Modeling, Mathematical Programming, Data Science, Python, SQL, Leadership, Analytics, Start-ups, Management, Research
Education
University of Alaska Anchorage 2010 — 2012
MBA, Finance
University of Alaska Anchorage 2005 — 2009
BS, Mathematics, Minor in Statistics
The Johns Hopkins University 2008 — 2008
Edward Morris's Merrill Lynch Experience June 2014 - August 2014
Job Intern at SEI Investments Company
Industry Financial Services
Experience
Johns Hopkins University September 2014 - Present
SEI Investments Company May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
NXTsports May 2013 - August 2014
MindSumo January 2014 - May 2014
Ed Morris Tile Men June 2010 - May 2013
Skills
Leadership, Teamwork, Coaching, Finance, Microsoft Excel, Research, Data Analysis, Customer Service, Analysis
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (BA), Economics
Malvern Preparatory School 2008 — 2012
Johns Hopkins University September 2014 - Present
SEI Investments Company May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
NXTsports May 2013 - August 2014
MindSumo January 2014 - May 2014
Ed Morris Tile Men June 2010 - May 2013
Skills
Leadership, Teamwork, Coaching, Finance, Microsoft Excel, Research, Data Analysis, Customer Service, Analysis
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (BA), Economics
Malvern Preparatory School 2008 — 2012
Christina Le MS Christina Le MS's Merrill Lynch Experience January 2009 - April 2009
Job Internal Consultant at the University of Chicago Booth School of Business
Industry Research
Experience
University of Chicago Booth School of Business 2014 - Present
Massachusetts General Hospital 2014 - 2014
Merrill Lynch January 2009 - April 2009
Skills
Research, Data Analysis, Public Speaking, Teaching, Statistics, Teamwork, Qualitative Research, Public Health, Analysis, Psychology, Program Evaluation, Science, Grant Writing, Research Design, Protein Chemistry, Customer Service, Clinical Research, PowerPoint, Microsoft Word, Molecular Biology, Community Outreach
Education
The University of Chicago 2014 — 2015
Masters of Science, Analytics
The Johns Hopkins University 2010 — 2013
Bachelors of Arts with Honors, Psychology
University of Chicago Booth School of Business 2014 - Present
Massachusetts General Hospital 2014 - 2014
Merrill Lynch January 2009 - April 2009
Skills
Research, Data Analysis, Public Speaking, Teaching, Statistics, Teamwork, Qualitative Research, Public Health, Analysis, Psychology, Program Evaluation, Science, Grant Writing, Research Design, Protein Chemistry, Customer Service, Clinical Research, PowerPoint, Microsoft Word, Molecular Biology, Community Outreach
Education
The University of Chicago 2014 — 2015
Masters of Science, Analytics
The Johns Hopkins University 2010 — 2013
Bachelors of Arts with Honors, Psychology
Joseph Puma Joseph Puma's Merrill Lynch Experience May 2012 - July 2012
Job
Industry Financial Services
Experience
Accenture July 2014 - Present
Taylor Associates July 2013 - September 2013
Meyers Associates L.P. May 2013 - July 2013
Merrill Lynch May 2012 - July 2012
Hudson Capital Markets May 2011 - July 2011
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Junior
Stuyvesant
Accenture July 2014 - Present
Taylor Associates July 2013 - September 2013
Meyers Associates L.P. May 2013 - July 2013
Merrill Lynch May 2012 - July 2012
Hudson Capital Markets May 2011 - July 2011
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Junior
Stuyvesant
James Chiusano's Merrill Lynch Experience May 2011 - August 2011
Job Financial Analyst at MMA Capital Management LLC
Industry Real Estate
Experience
MMA Capital Management LLC September 2012 - Present
Merrill Lynch May 2011 - August 2011
The Lawrenceville School May 2010 - August 2010
Skills
Microsoft Office, Economics, Finance, Financial Modeling, Microsoft Excel, DCF, Real Estate, Financial Accounting, Financial Analysis
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Arts, Economics, Entrepreneurship and Management Minor
The Lawrenceville School 2007 — 2008
MMA Capital Management LLC September 2012 - Present
Merrill Lynch May 2011 - August 2011
The Lawrenceville School May 2010 - August 2010
Skills
Microsoft Office, Economics, Finance, Financial Modeling, Microsoft Excel, DCF, Real Estate, Financial Accounting, Financial Analysis
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Arts, Economics, Entrepreneurship and Management Minor
The Lawrenceville School 2007 — 2008
Ryan Piatek Ryan Piatek's Merrill Lynch Experience June 2010 - August 2010
Job Sales and Account Manager at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP December 2014 - Present
Bloomberg LP September 2013 - December 2014
Bloomberg LP June 2012 - September 2013
Merrill Lynch June 2010 - August 2010
Education
The Johns Hopkins University
Bachelor of Arts (BA), Economics
Bishop Eustace Prep
Bloomberg LP December 2014 - Present
Bloomberg LP September 2013 - December 2014
Bloomberg LP June 2012 - September 2013
Merrill Lynch June 2010 - August 2010
Education
The Johns Hopkins University
Bachelor of Arts (BA), Economics
Bishop Eustace Prep
Rama Doshi Rama Doshi's Merrill Lynch Experience August 1999 - February 2002
Job Director, Application Development at Tishman Construction, an AECOM Company
Industry Construction
Experience
Tishman Construction, an AECOM Company October 2004 - Present
Keefe, Bruyette & Woods, Inc September 2003 - October 2004
Tishman Constructions Company January 2002 - September 2003
Merrill Lynch August 1999 - February 2002
Turner Construction May 1999 - July 1999
Goldman Sachs March 1998 - February 1999
Deloitte & Touche and Anne Klien August 1997 - February 1998
Science Applications International Corporation November 1994 - June 1997
MCI Communications Inc May 1994 - October 1994
Cable and Wireless December 1992 - May 1994
Skills
MS Project, IT Management, Project Planning, SharePoint, Databases, Architectures, Software Project..., SQL, Microsoft SQL Server, Database Design, Business Analysis, Agile Methodologies, Integration, Microsoft Project, Program Management, Oracle, Project Management, Visual Basic, Management
Education
The Johns Hopkins University 1993 — 1997
Master of Science (MS), Computer Science
Tishman Construction, an AECOM Company October 2004 - Present
Keefe, Bruyette & Woods, Inc September 2003 - October 2004
Tishman Constructions Company January 2002 - September 2003
Merrill Lynch August 1999 - February 2002
Turner Construction May 1999 - July 1999
Goldman Sachs March 1998 - February 1999
Deloitte & Touche and Anne Klien August 1997 - February 1998
Science Applications International Corporation November 1994 - June 1997
MCI Communications Inc May 1994 - October 1994
Cable and Wireless December 1992 - May 1994
Skills
MS Project, IT Management, Project Planning, SharePoint, Databases, Architectures, Software Project..., SQL, Microsoft SQL Server, Database Design, Business Analysis, Agile Methodologies, Integration, Microsoft Project, Program Management, Oracle, Project Management, Visual Basic, Management
Education
The Johns Hopkins University 1993 — 1997
Master of Science (MS), Computer Science
David Meiselman David Meiselman's Merrill Lynch Experience 1989 - 1991
Job Chief Marketing Officer at ezCater
Industry Internet
Experience
ezCater July 2015 - Present
Actifio October 2012 - July 2015
The Hanover Insurance Group 2009 - October 2012
. 2009 - 2009
Transparent Language 2004 - 2009
Nobilis Software 1999 - 2003
Phoenix Media Communications 1999 - 1999
A3 Software 1994 - 1998
BancWare 1992 - 1995
Merrill Lynch 1989 - 1991
Skills
Marketing Strategy, Digital Strategy, Digital Marketing, Marketing Management, Product Marketing, Product Launch, Website Development, Web Content, Content Marketing, Inbound Marketing, Social Media, Email Marketing, Web Analytics, SEO, Google Adwords, Community Management, Conversion Optimization, User Experience Design, Customer Acquisition, Public Relations, Marketing Communications, Corporate Communications, Sales, Sales Management, Channel Partners, Distribution Strategies, Social Software, Enterprise Architecture, Enterprise Software, Enterprise Search, Team Building, Team Leadership, Virtual Teams, Consumer Software, Web 2.0, Enterprise 2.0, Collaboration, Knowledge Sharing, Customer Retention, Distributed Team..., Social Media Marketing, Strategy, Online Advertising, Salesforce.com, Analytics, SaaS, PPC, Start-ups, Google Analytics, Marketing
Education
Johns Hopkins School of Advanced International Studies (SAIS) 1988 — 1989
MA
The Johns Hopkins University 1984 — 1988
BA
Cambridge School of Weston
Charles River School
ezCater July 2015 - Present
Actifio October 2012 - July 2015
The Hanover Insurance Group 2009 - October 2012
. 2009 - 2009
Transparent Language 2004 - 2009
Nobilis Software 1999 - 2003
Phoenix Media Communications 1999 - 1999
A3 Software 1994 - 1998
BancWare 1992 - 1995
Merrill Lynch 1989 - 1991
Skills
Marketing Strategy, Digital Strategy, Digital Marketing, Marketing Management, Product Marketing, Product Launch, Website Development, Web Content, Content Marketing, Inbound Marketing, Social Media, Email Marketing, Web Analytics, SEO, Google Adwords, Community Management, Conversion Optimization, User Experience Design, Customer Acquisition, Public Relations, Marketing Communications, Corporate Communications, Sales, Sales Management, Channel Partners, Distribution Strategies, Social Software, Enterprise Architecture, Enterprise Software, Enterprise Search, Team Building, Team Leadership, Virtual Teams, Consumer Software, Web 2.0, Enterprise 2.0, Collaboration, Knowledge Sharing, Customer Retention, Distributed Team..., Social Media Marketing, Strategy, Online Advertising, Salesforce.com, Analytics, SaaS, PPC, Start-ups, Google Analytics, Marketing
Education
Johns Hopkins School of Advanced International Studies (SAIS) 1988 — 1989
MA
The Johns Hopkins University 1984 — 1988
BA
Cambridge School of Weston
Charles River School
Nathaniel Little Nathaniel Little's Merrill Lynch Experience April 2012 - May 2013
Job Financial Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae August 2014 - Present
Fannie Mae June 2013 - August 2013
Merrill Lynch April 2012 - May 2013
Gameon August 2011 - May 2013
Alliance Of Retired American's October 2011 - April 2012
Orange Regional Competitive Aquatics 2010 - October 2011
Children's Hospital of Orange County November 2008 - June 2009
Skills
Microsoft Office, Microsoft Dynamics, Microsoft Excel, PowerPoint, Social Media, Thompson One, Salesforce.com, Morningstar, Finance, Research, TeamMate, SharePoint, Data Analysis
Education
The George Washington University - School of Business 2010 — 2014
2014, Business Administration Finance, Sophmore
Servite High School 2006 — 2010
2010, High School/Secondary Diplomas and Certificates
Fannie Mae August 2014 - Present
Fannie Mae June 2013 - August 2013
Merrill Lynch April 2012 - May 2013
Gameon August 2011 - May 2013
Alliance Of Retired American's October 2011 - April 2012
Orange Regional Competitive Aquatics 2010 - October 2011
Children's Hospital of Orange County November 2008 - June 2009
Skills
Microsoft Office, Microsoft Dynamics, Microsoft Excel, PowerPoint, Social Media, Thompson One, Salesforce.com, Morningstar, Finance, Research, TeamMate, SharePoint, Data Analysis
Education
The George Washington University - School of Business 2010 — 2014
2014, Business Administration Finance, Sophmore
Servite High School 2006 — 2010
2010, High School/Secondary Diplomas and Certificates
Steven Kasten Steven Kasten's Merrill Lynch Experience 1985 - 1988
Job Partner at Looney Cohen & Aisenberg, LLP
Industry Law Practice
Experience
Looney Cohen & Aisenberg, LLP February 2014 - Present
Yurko, Salvesen & Remz, P.C. 2009 - January 2014
McDermott Will and Emery 1991 - 2009
Merrill Lynch 1985 - 1988
Skills
Civil Litigation, Defense of Professionals, Health Care Litigation, Legal Ethics, Mediation, Arbitration, Litigation, Business Litigation, Claim, Commercial Litigation, Corporate Law, Dispute, Trials, Securities, Class Actions, Trade Secrets
Education
University of Michigan Law School 1988 — 1991
J.D.
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1985
M.A., International Relations
The Johns Hopkins University 1980 — 1984
B.A., International Studies
NSHS 1977 — 1980
Looney Cohen & Aisenberg, LLP February 2014 - Present
Yurko, Salvesen & Remz, P.C. 2009 - January 2014
McDermott Will and Emery 1991 - 2009
Merrill Lynch 1985 - 1988
Skills
Civil Litigation, Defense of Professionals, Health Care Litigation, Legal Ethics, Mediation, Arbitration, Litigation, Business Litigation, Claim, Commercial Litigation, Corporate Law, Dispute, Trials, Securities, Class Actions, Trade Secrets
Education
University of Michigan Law School 1988 — 1991
J.D.
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1983 — 1985
M.A., International Relations
The Johns Hopkins University 1980 — 1984
B.A., International Studies
NSHS 1977 — 1980
Chris Benedict, CFA Chris Benedict, CFA's Merrill Lynch Experience May 1995 - July 1996
Job Senior Portfolio Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2009 - Present
Oppenheimer & Co. September 2002 - May 2009
Brown Brothers Harriman - NY September 2001 - September 2002
Brown Brothers Harriman - LA June 1998 - September 2001
Merrill Lynch May 1995 - July 1996
Smith Barney April 1993 - May 1995
Skills
Fixed Income, Investments, Asset Allocation, Equities, Portfolio Management, Alternative Investments, Finance, Investment Management, Mutual Funds
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance, Accounting
The Hong Kong University of Science and Technology 1997 — 1997
MBA International Exchange Program
University of Connecticut 1989 — 1992
BA, Economics
Morgan Stanley Wealth Management May 2009 - Present
Oppenheimer & Co. September 2002 - May 2009
Brown Brothers Harriman - NY September 2001 - September 2002
Brown Brothers Harriman - LA June 1998 - September 2001
Merrill Lynch May 1995 - July 1996
Smith Barney April 1993 - May 1995
Skills
Fixed Income, Investments, Asset Allocation, Equities, Portfolio Management, Alternative Investments, Finance, Investment Management, Mutual Funds
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance, Accounting
The Hong Kong University of Science and Technology 1997 — 1997
MBA International Exchange Program
University of Connecticut 1989 — 1992
BA, Economics
Chris Crowding Chris Crowding's Merrill Lynch Experience February 2013 - March 2014
Job Internal Wholesaler at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. February 2015 - Present
Merrill Lynch February 2013 - March 2014
Johns Hopkins University 2008 - 2012
Skills
Social Media, Analysis, Microsoft Excel, Risk Management, Research, Team Leadership, Data Analysis, Marketing, PowerPoint, Finance, Microsoft Word, Leadership
Education
The Johns Hopkins University 2008 — 2012
Economics Major, Entrepreneurship and Management Minor
Malvern Prep 2004 — 2008
Forethought Financial Group, Inc. February 2015 - Present
Merrill Lynch February 2013 - March 2014
Johns Hopkins University 2008 - 2012
Skills
Social Media, Analysis, Microsoft Excel, Risk Management, Research, Team Leadership, Data Analysis, Marketing, PowerPoint, Finance, Microsoft Word, Leadership
Education
The Johns Hopkins University 2008 — 2012
Economics Major, Entrepreneurship and Management Minor
Malvern Prep 2004 — 2008
Glenn Rocca Glenn Rocca's Merrill Lynch Experience June 2008 - August 2008
Job Associate at Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. July 2014 - Present
Tiedemann Wealth Management September 2012 - July 2014
DHM Mortgage Servicing October 2010 - September 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
J. Fletcher Creamer & Son May 2007 - August 2007
Skills
Analysis, Statistics, Project Planning, Microsoft Excel, Investments
Education
The Johns Hopkins University 2006 — 2009
Economics, Entrepreneurship and Management
Angelo, Gordon & Co. July 2014 - Present
Tiedemann Wealth Management September 2012 - July 2014
DHM Mortgage Servicing October 2010 - September 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
J. Fletcher Creamer & Son May 2007 - August 2007
Skills
Analysis, Statistics, Project Planning, Microsoft Excel, Investments
Education
The Johns Hopkins University 2006 — 2009
Economics, Entrepreneurship and Management
Aleksandar Nikolic's Merrill Lynch Experience January 2012 - April 2012
Job Analyst, Securitization at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Marshal L. Salant Investment Team March 2012 - July 2013
Hilliard Lyons June 2012 - August 2012
Johns Hopkins University January 2012 - April 2012
Merrill Lynch January 2012 - April 2012
Skills
Financial Modeling, Valuation, Economics, Investments, Capital Markets, Portfolio Management, Fixed Income, DCF Valuation, Financial Markets, Investment Banking, Finance, Mergers & Acquisitions
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts, Economics; Financial Economics
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Marshal L. Salant Investment Team March 2012 - July 2013
Hilliard Lyons June 2012 - August 2012
Johns Hopkins University January 2012 - April 2012
Merrill Lynch January 2012 - April 2012
Skills
Financial Modeling, Valuation, Economics, Investments, Capital Markets, Portfolio Management, Fixed Income, DCF Valuation, Financial Markets, Investment Banking, Finance, Mergers & Acquisitions
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts, Economics; Financial Economics
Max Islinger Max Islinger's Merrill Lynch Experience June 2009 - August 2009
Job Associate at Melody Capital Partners, LP
Industry Investment Management
Experience
Melody Capital Partners, LP December 2013 - Present
Miller Buckfire January 2012 - December 2013
UBS AG July 2011 - December 2011
Marshal L. Salant Investment Team March 2010 - July 2011
Middleton Gardiner Group September 2009 - July 2011
Deutsche Bank AG June 2010 - August 2010
The Johns Hopkins University June 2009 - July 2010
Merrill Lynch June 2009 - August 2009
Education
The Johns Hopkins University 2007 — 2010
B.A., Economics
Melody Capital Partners, LP December 2013 - Present
Miller Buckfire January 2012 - December 2013
UBS AG July 2011 - December 2011
Marshal L. Salant Investment Team March 2010 - July 2011
Middleton Gardiner Group September 2009 - July 2011
Deutsche Bank AG June 2010 - August 2010
The Johns Hopkins University June 2009 - July 2010
Merrill Lynch June 2009 - August 2009
Education
The Johns Hopkins University 2007 — 2010
B.A., Economics
Luke Nguyen Luke Nguyen's Merrill Lynch Experience July 2005 - December 2005
Job Biofuels Operations at Noble Americas
Industry Oil & Energy
Experience
Noble Americas 2015 - Present
PBF Energy 2013 - 2015
UNIPEC America Inc - Trading Arm of SINOPEC 2011 - 2012
Shell Trading US Company 2008 - 2011
El Paso Corporation 2007 - 2008
Reliant Energy 2006 - 2007
Merrill Lynch July 2005 - December 2005
Skills
Natural Gas, Petroleum, Commodity Markets, Commodity, Trading, Energy, Gas, Energy Industry, Options, Energy Markets, Petrochemical, LNG, Oil/Gas, Maritime, Management, Pipelines, Shipping, Downstream Oil & Gas, Refinery, Refineries, Oil & Gas Industry, Refining, Upstream, Oil & Gas
Education
Hong Kong Polytechnic 2005 — 2005
Finance and Accounting
The University of Texas at San Antonio 2001 — 2005
B.B.A., Finance
Noble Americas 2015 - Present
PBF Energy 2013 - 2015
UNIPEC America Inc - Trading Arm of SINOPEC 2011 - 2012
Shell Trading US Company 2008 - 2011
El Paso Corporation 2007 - 2008
Reliant Energy 2006 - 2007
Merrill Lynch July 2005 - December 2005
Skills
Natural Gas, Petroleum, Commodity Markets, Commodity, Trading, Energy, Gas, Energy Industry, Options, Energy Markets, Petrochemical, LNG, Oil/Gas, Maritime, Management, Pipelines, Shipping, Downstream Oil & Gas, Refinery, Refineries, Oil & Gas Industry, Refining, Upstream, Oil & Gas
Education
Hong Kong Polytechnic 2005 — 2005
Finance and Accounting
The University of Texas at San Antonio 2001 — 2005
B.B.A., Finance
Jason Tishler Jason Tishler's Merrill Lynch Experience March 2004 - June 2009
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2012 - Present
RBC Capital Markets October 2009 - August 2012
Nomura Securities International, Inc. June 2009 - October 2009
Merrill Lynch March 2004 - June 2009
Hewlett-Packard October 2001 - March 2004
Dot Hill Systems January 1996 - August 2001
AT&T Bell Laboratories June 1985 - January 1996
Education
University of California, Los Angeles 1986 — 1987
Master of Science, Electrical Engineering
The Johns Hopkins University 1981 — 1985
Bachelor of Science, Electrical Engineering
Norwalk High School 1977 — 1981
UBS Investment Bank August 2012 - Present
RBC Capital Markets October 2009 - August 2012
Nomura Securities International, Inc. June 2009 - October 2009
Merrill Lynch March 2004 - June 2009
Hewlett-Packard October 2001 - March 2004
Dot Hill Systems January 1996 - August 2001
AT&T Bell Laboratories June 1985 - January 1996
Education
University of California, Los Angeles 1986 — 1987
Master of Science, Electrical Engineering
The Johns Hopkins University 1981 — 1985
Bachelor of Science, Electrical Engineering
Norwalk High School 1977 — 1981
Debu Sinha's Merrill Lynch Experience February 2013 - September 2014
Job Project Lead | Data Scientist(Big Data/ Data Science) Digital Marketing Tech
Industry Information Technology and Services
Experience
V12 Group October 2014 - Present
Merrill Lynch February 2013 - September 2014
Johns Hopkins University October 2012 - February 2013
Johns Hopkins University July 2011 - February 2013
Merrill Lynch June 2012 - August 2012
Accenture - Data Warehousing January 2011 - July 2011
Vidyaprakash August 2008 - February 2010
Skills
Statistics, Hive, Mahout, Machine Learning, Python, R, Hadoop, Big Data, MapReduce, Apache Pig, HBase, Linux, Java, Cassandra, Amazon Web Services..., Sqoop, Git, SQL, Jenkins, Apache Ivy, Apache Kafka, Yarn, Data Analysis, Oozie, Eclipse, C++, C, Databases, JavaScript, MySQL, Business Analysis, Java Enterprise Edition, Data Warehousing, Apache ZooKeeper
Education
The Johns Hopkins University 2014 — 2016
Data Science Specialization, Data Science
The Johns Hopkins University 2011 — 2012
Master's Degree, Computer Science
V12 Group October 2014 - Present
Merrill Lynch February 2013 - September 2014
Johns Hopkins University October 2012 - February 2013
Johns Hopkins University July 2011 - February 2013
Merrill Lynch June 2012 - August 2012
Accenture - Data Warehousing January 2011 - July 2011
Vidyaprakash August 2008 - February 2010
Skills
Statistics, Hive, Mahout, Machine Learning, Python, R, Hadoop, Big Data, MapReduce, Apache Pig, HBase, Linux, Java, Cassandra, Amazon Web Services..., Sqoop, Git, SQL, Jenkins, Apache Ivy, Apache Kafka, Yarn, Data Analysis, Oozie, Eclipse, C++, C, Databases, JavaScript, MySQL, Business Analysis, Java Enterprise Edition, Data Warehousing, Apache ZooKeeper
Education
The Johns Hopkins University 2014 — 2016
Data Science Specialization, Data Science
The Johns Hopkins University 2011 — 2012
Master's Degree, Computer Science
Joshua Heft Joshua Heft's Merrill Lynch Experience June 2011 - August 2011
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2013 - Present
Johns Hopkins University September 2009 - December 2012
Stifel Financial Corp. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Economics, Bloomberg Terminal, Financial Modeling, Bloomberg, Valuation, Data Analysis, DCF, Financial Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Statistics
Education
The Johns Hopkins University 2009 — 2012
Bachelor of Arts (B.A.), Economics and International Studies
Stifel Financial Corp. July 2013 - Present
Johns Hopkins University September 2009 - December 2012
Stifel Financial Corp. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Economics, Bloomberg Terminal, Financial Modeling, Bloomberg, Valuation, Data Analysis, DCF, Financial Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Statistics
Education
The Johns Hopkins University 2009 — 2012
Bachelor of Arts (B.A.), Economics and International Studies
Rohit Bajaj's Merrill Lynch Experience November 2005 - November 2014
Job Operational Risk & Control Program Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch November 2005 - November 2014
Barclays Capital 2003 - 2005
Lehman Brothers August 2000 - July 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Equities, Derivatives, Financial Modeling, Bloomberg, Interest Rate..., Portfolio Management, MBS, Structured Products, Hedge Funds, Valuation, Securitization, Financial Analysis
Education
The George Washington University - School of Business 1997 — 1999
MBA
The George Washington University - School of Business 1992 — 1999
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch November 2005 - November 2014
Barclays Capital 2003 - 2005
Lehman Brothers August 2000 - July 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Equities, Derivatives, Financial Modeling, Bloomberg, Interest Rate..., Portfolio Management, MBS, Structured Products, Hedge Funds, Valuation, Securitization, Financial Analysis
Education
The George Washington University - School of Business 1997 — 1999
MBA
The George Washington University - School of Business 1992 — 1999
Brian Shin's Merrill Lynch Experience February 2009 - December 2010
Job Head of Business Intelligence at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
Merrill Edge January 2011 - April 2015
Merrill Lynch February 2009 - December 2010
Merrill Lynch January 2007 - January 2009
Merrill Lynch September 2004 - January 2007
Complex Systems Inc. - BankTrade June 2002 - August 2004
Skills
Financial Services, Bloomberg, Investment Banking, Product Management, Financial Modeling, Strategy, Valuation, Investments
Education
The Johns Hopkins University
E*TRADE Financial Corporation April 2015 - Present
Merrill Edge January 2011 - April 2015
Merrill Lynch February 2009 - December 2010
Merrill Lynch January 2007 - January 2009
Merrill Lynch September 2004 - January 2007
Complex Systems Inc. - BankTrade June 2002 - August 2004
Skills
Financial Services, Bloomberg, Investment Banking, Product Management, Financial Modeling, Strategy, Valuation, Investments
Education
The Johns Hopkins University
Ian McGuinness's Merrill Lynch Experience 1996 - 1998
Job Principal Consultant
Industry Information Technology and Services
Experience
Hired Brains Research LLC June 2014 - Present
Activate Networks, Inc. March 2013 - May 2014
Qforma Inc December 2011 - November 2012
IMS Health (formerly SDI) January 2005 - December 2011
SDI (formerly Verispan) June 2003 - December 2004
Hired Brains Research LLC June 1999 - May 2003
Merrill Lynch 1996 - 1998
Skills
Business Intelligence, Data Warehousing, Business Development, Pharmaceutical Industry, Competitive Intelligence, Analytics, Segmentation, Cross-functional Team..., Sales Effectiveness, Competitive Analysis, Healthcare, Managed Care, Pharmaceutical Sales, Sales, Data Modeling, New Business Development, Marketing Strategy, Management, Start-ups, Business Analysis, Sales Operations, Strategy
Education
University of Chicago 1995 — 2000
Political Science and Government
The Johns Hopkins University
Data Science Specialization
Regis High School, NYC 1991 — 1995
Hired Brains Research LLC June 2014 - Present
Activate Networks, Inc. March 2013 - May 2014
Qforma Inc December 2011 - November 2012
IMS Health (formerly SDI) January 2005 - December 2011
SDI (formerly Verispan) June 2003 - December 2004
Hired Brains Research LLC June 1999 - May 2003
Merrill Lynch 1996 - 1998
Skills
Business Intelligence, Data Warehousing, Business Development, Pharmaceutical Industry, Competitive Intelligence, Analytics, Segmentation, Cross-functional Team..., Sales Effectiveness, Competitive Analysis, Healthcare, Managed Care, Pharmaceutical Sales, Sales, Data Modeling, New Business Development, Marketing Strategy, Management, Start-ups, Business Analysis, Sales Operations, Strategy
Education
University of Chicago 1995 — 2000
Political Science and Government
The Johns Hopkins University
Data Science Specialization
Regis High School, NYC 1991 — 1995
Laura Beaulieu's Merrill Lynch Experience May 2006 - August 2006
Job Director of Analytics at Transamerica
Industry Telecommunications
Experience
Transamerica May 2015 - Present
Level 3 Communications November 2014 - May 2015
tw telecom January 2014 - November 2014
Deloitte August 2011 - January 2014
Deloitte September 2009 - August 2011
CIGNA May 2008 - August 2008
CIGNA May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Data Analysis, Data Visualization, Collaborative Problem..., SAS, SQL, Microsoft Excel, R, VBA, Creative Problem Solving, Logical Thinker, Positive Team Player, Statistics, Data Modeling, Analysis, Business Intelligence, Leadership, Business Process, Analytics, Project Management, Data Analytics, Tableau
Education
The Johns Hopkins University 2008 — 2009
Masters of Science, Applied Mathematics and Statistics
The Johns Hopkins University 2005 — 2008
Bachelors of Science, Applied Mathematics and Statistics; Entrepreunership and Management
Transamerica May 2015 - Present
Level 3 Communications November 2014 - May 2015
tw telecom January 2014 - November 2014
Deloitte August 2011 - January 2014
Deloitte September 2009 - August 2011
CIGNA May 2008 - August 2008
CIGNA May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Data Analysis, Data Visualization, Collaborative Problem..., SAS, SQL, Microsoft Excel, R, VBA, Creative Problem Solving, Logical Thinker, Positive Team Player, Statistics, Data Modeling, Analysis, Business Intelligence, Leadership, Business Process, Analytics, Project Management, Data Analytics, Tableau
Education
The Johns Hopkins University 2008 — 2009
Masters of Science, Applied Mathematics and Statistics
The Johns Hopkins University 2005 — 2008
Bachelors of Science, Applied Mathematics and Statistics; Entrepreunership and Management
Rafi Reza's Merrill Lynch Experience 2002 - 2003
Job Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Avanade 2012 - Present
Citigroup 2005 - 2012
HBO 2002 - 2004
Merrill Lynch 2002 - 2003
Global Crossing 2000 - 2002
IKON Technology Services 1998 - 2002
ADP 1999 - 2000
Skills
ITIL, SDLC, Disaster Recovery, Vendor Management, Software Documentation, Enterprise Architecture, Cloud Computing, Active Directory, IIS, MS Project, Windows, Microsoft SQL Server, SQL, Visio, Databases, IT Strategy
Education
The Johns Hopkins University 1990 — 1995
Avanade 2012 - Present
Citigroup 2005 - 2012
HBO 2002 - 2004
Merrill Lynch 2002 - 2003
Global Crossing 2000 - 2002
IKON Technology Services 1998 - 2002
ADP 1999 - 2000
Skills
ITIL, SDLC, Disaster Recovery, Vendor Management, Software Documentation, Enterprise Architecture, Cloud Computing, Active Directory, IIS, MS Project, Windows, Microsoft SQL Server, SQL, Visio, Databases, IT Strategy
Education
The Johns Hopkins University 1990 — 1995
Jeff Foor's Merrill Lynch Experience 1995 - 1998
Job U.S. Securities and Exchange Commission
Industry Law Practice
Experience
Division of Investment Management at U.S. Securities and Exchange Commission (SEC) 2003 - Present
Dechert LLP 2001 - 2003
Merrill Lynch 1995 - 1998
Skills
Securities Regulation, Securities Litigation, Securities, Corporate Governance, Corporate Law, Internal Investigations, Legal Research, Legal Writing
Education
The George Washington University Law School 1998 — 2001
Doctor of Law (J.D.)
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), Economics
Division of Investment Management at U.S. Securities and Exchange Commission (SEC) 2003 - Present
Dechert LLP 2001 - 2003
Merrill Lynch 1995 - 1998
Skills
Securities Regulation, Securities Litigation, Securities, Corporate Governance, Corporate Law, Internal Investigations, Legal Research, Legal Writing
Education
The George Washington University Law School 1998 — 2001
Doctor of Law (J.D.)
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), Economics
Randi Kassover's Merrill Lynch Experience 2006 - 2009
Job Senior Legal Counsel at Helaba
Industry Legal Services
Experience
Helaba Landesbank Hessen-Thuringen, New York Branch 2010 - Present
Merrill Lynch 2006 - 2009
Pillsbury Winthrop Shaw Pittman 1995 - 2005
Skills
Structured Finance, Securities Regulation, Securities, Mergers, International Law, Due Diligence, Corporate Law, Contract Negotiation, Capital Markets
Education
The George Washington University Law School 1992 — 1995
JD
University of Miami - School of Business 1989 — 1992
BBA, international finance and marketing
Helaba Landesbank Hessen-Thuringen, New York Branch 2010 - Present
Merrill Lynch 2006 - 2009
Pillsbury Winthrop Shaw Pittman 1995 - 2005
Skills
Structured Finance, Securities Regulation, Securities, Mergers, International Law, Due Diligence, Corporate Law, Contract Negotiation, Capital Markets
Education
The George Washington University Law School 1992 — 1995
JD
University of Miami - School of Business 1989 — 1992
BBA, international finance and marketing
Michael Zennario's Merrill Lynch Experience March 2010 - June 2015
Job Associate Manager Field Planning and Insights at Novo Nordisk
Industry Pharmaceuticals
Experience
Novo Nordisk June 2015 - Present
Merrill Lynch March 2010 - June 2015
Matlen Silver January 2010 - March 2010
AXA Enterprise November 2006 - March 2008
Skills
Asset Management, Financial Analysis, Valuation, Life Insurance, Due Diligence, Microsoft Excel, Vendor Management, Series 7, Business Strategy, Process Improvement, Business Development, Microsoft Office, Strategic Planning
Education
The Johns Hopkins University 1997 — 2001
BS, Economics
Novo Nordisk June 2015 - Present
Merrill Lynch March 2010 - June 2015
Matlen Silver January 2010 - March 2010
AXA Enterprise November 2006 - March 2008
Skills
Asset Management, Financial Analysis, Valuation, Life Insurance, Due Diligence, Microsoft Excel, Vendor Management, Series 7, Business Strategy, Process Improvement, Business Development, Microsoft Office, Strategic Planning
Education
The Johns Hopkins University 1997 — 2001
BS, Economics
Michael Kheir's Merrill Lynch Experience June 2008 - January 2009
Job Application Engineer at Flowserve
Industry Mechanical or Industrial Engineering
Experience
Flowserve November 2011 - Present
Gate Gourmet June 2009 - May 2010
Merrill Lynch June 2008 - January 2009
Flowserve June 2001 - September 2006
Education
The George Washington University - School of Business 2006 — 2008
M.S., Finance
Virginia Polytechnic Institute and State University 1996 — 2001
B.S., Mechanical Engineering
Virginia Polytechnic Institute and State University 1996 — 2001
Minor, Mathematics
ACTEX
Flowserve November 2011 - Present
Gate Gourmet June 2009 - May 2010
Merrill Lynch June 2008 - January 2009
Flowserve June 2001 - September 2006
Education
The George Washington University - School of Business 2006 — 2008
M.S., Finance
Virginia Polytechnic Institute and State University 1996 — 2001
B.S., Mechanical Engineering
Virginia Polytechnic Institute and State University 1996 — 2001
Minor, Mathematics
ACTEX
Michael Rotay's Merrill Lynch Experience October 1996 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1996 - Present
Skills
Investments, Series 7, Financial Analysis, Series 66, Retirement Planning, CRPC
Education
The Johns Hopkins University 1990 — 1994
Economics
Wissahickon High School 1986 — 1990
Merrill Lynch October 1996 - Present
Skills
Investments, Series 7, Financial Analysis, Series 66, Retirement Planning, CRPC
Education
The Johns Hopkins University 1990 — 1994
Economics
Wissahickon High School 1986 — 1990
Eric Ngeo's Merrill Lynch Experience July 2008 - January 2009
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch November 2009 - May 2012
SecondMarket, Inc. September 2009 - November 2009
Merrill Lynch July 2008 - January 2009
Merrill Lynch June 2007 - August 2007
Skills
Databases, Perl, Scrum, Python, Quality Assurance, Options, Testing, Trading, Equities
Education
The Johns Hopkins University 2004 — 2008
BS, Computer Science, Economics
Bank of America Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch November 2009 - May 2012
SecondMarket, Inc. September 2009 - November 2009
Merrill Lynch July 2008 - January 2009
Merrill Lynch June 2007 - August 2007
Skills
Databases, Perl, Scrum, Python, Quality Assurance, Options, Testing, Trading, Equities
Education
The Johns Hopkins University 2004 — 2008
BS, Computer Science, Economics
marc baumslag's Merrill Lynch Experience 1999 - 2008
Job Managing Director at UBS
Industry Financial Services
Experience
UBS Investment Bank 2008 - Present
Merrill Lynch 1999 - 2008
Education
The Graduate Center, City University of New York
PhD, Computer Science
University of Cape Town
BSc (Honours), Mathematics
UBS Investment Bank 2008 - Present
Merrill Lynch 1999 - 2008
Education
The Graduate Center, City University of New York
PhD, Computer Science
University of Cape Town
BSc (Honours), Mathematics
Danielle Demko's Merrill Lynch Experience September 2000 - June 2004
Job Vice President, Planning & Allocation at Bath & Body Works
Industry Retail
Experience
Bath & Body Works April 2014 - Present
Bath & Body Works January 2012 - April 2014
Bath & Body Works August 2006 - December 2011
Bath & Body Works June 2004 - August 2006
Merrill Lynch September 2000 - June 2004
Education
Yale School of Management 1998 — 2000
MBA
The Johns Hopkins University 1989 — 1993
Bachelor of Arts (B.A.), International Studies
Bath & Body Works April 2014 - Present
Bath & Body Works January 2012 - April 2014
Bath & Body Works August 2006 - December 2011
Bath & Body Works June 2004 - August 2006
Merrill Lynch September 2000 - June 2004
Education
Yale School of Management 1998 — 2000
MBA
The Johns Hopkins University 1989 — 1993
Bachelor of Arts (B.A.), International Studies
Mark Oppedisano, CIMA®'s Merrill Lynch Experience June 2005 - June 2006
Job Investment Management Consultant at BlackRock
Industry Investment Management
Experience
BlackRock/iShares May 2011 - Present
BlackRock/iShares June 2008 - May 2011
J&W Seligman 2006 - 2008
Merrill Lynch June 2005 - June 2006
Skills
Series 7, Alternative Investments, Mutual Funds, Series 63, ETFs, Asset Allocation, Asset Management, Hedge Funds, Investments, Equities, Wealth Management, Portfolio Management, Fixed Income, Investment Management, Investment Strategies
Education
The Johns Hopkins University 2001 — 2005
Bachelor of Arts, Political Science & Economics
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA, Certified Investment Management Analyst
BlackRock/iShares May 2011 - Present
BlackRock/iShares June 2008 - May 2011
J&W Seligman 2006 - 2008
Merrill Lynch June 2005 - June 2006
Skills
Series 7, Alternative Investments, Mutual Funds, Series 63, ETFs, Asset Allocation, Asset Management, Hedge Funds, Investments, Equities, Wealth Management, Portfolio Management, Fixed Income, Investment Management, Investment Strategies
Education
The Johns Hopkins University 2001 — 2005
Bachelor of Arts, Political Science & Economics
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA, Certified Investment Management Analyst
Max Montague's Merrill Lynch Experience 2007 - 2007
Job Operations Manager at Evans Federal Solutions
Industry Defense & Space
Experience
Evans Federal Solutions July 2012 - Present
Evans Consoles June 2011 - Present
Arlington Community FCU August 2015 - Present
Arlington Community FCU June 2015 - August 2015
Govwin (Deltek) November 2010 - April 2011
INPUT (currently Deltek GovWin) August 2009 - September 2010
GWClassNotes.com May 2008 - August 2009
Merrill Lynch 2007 - 2007
Skills
Business Development, Strategic Planning, Marketing Strategy, New Business Development, Business Strategy, Market Research, Competitive Analysis, Social Media Marketing, Social Media, Business Analysis, Sales, Strategy, Customer Service, B2B, CRM, Salesforce.com, Sales Process, Sales Management, Product Marketing, Business Planning, Management, Project Management, Leadership, Analysis, Data Analysis
Education
The George Washington University - School of Business 2004 — 2008
Bachelor of Business Administration (BBA), International Business, Finance, Spanish
Universidad Autónoma de Madrid 2006 — 2006
International Business, International Marketing
Evans Federal Solutions July 2012 - Present
Evans Consoles June 2011 - Present
Arlington Community FCU August 2015 - Present
Arlington Community FCU June 2015 - August 2015
Govwin (Deltek) November 2010 - April 2011
INPUT (currently Deltek GovWin) August 2009 - September 2010
GWClassNotes.com May 2008 - August 2009
Merrill Lynch 2007 - 2007
Skills
Business Development, Strategic Planning, Marketing Strategy, New Business Development, Business Strategy, Market Research, Competitive Analysis, Social Media Marketing, Social Media, Business Analysis, Sales, Strategy, Customer Service, B2B, CRM, Salesforce.com, Sales Process, Sales Management, Product Marketing, Business Planning, Management, Project Management, Leadership, Analysis, Data Analysis
Education
The George Washington University - School of Business 2004 — 2008
Bachelor of Business Administration (BBA), International Business, Finance, Spanish
Universidad Autónoma de Madrid 2006 — 2006
International Business, International Marketing
Clifton Williams's Merrill Lynch Experience January 2013 - February 2014
Job International Affairs
Industry International Affairs
Experience
Merrill Lynch January 2013 - February 2014
Business Wire January 2008 - August 2012
Peace Corps October 2005 - January 2008
Dalton School September 2002 - September 2005
City of New York April 2000 - September 2001
Merrill Lynch May 1998 - September 1998
Skills
Spanish-speaking, French, Microsoft Excel, PowerPoint, Access, Financial Accounting, Education, Training, Corporate Communications, Writing, Report Writing, Editing, Copy Editing, Research, International Relations, International Business, International Business..., Elementary Education, Wealth Management, Banking, Finance, Financial Reporting, Financial Analysis, Government, International..., International Economics, International Political..., History, World History, Customer Service, Management, Program Management, VBA, Computer Technology, Community Outreach, Non-profit Leadership, Strategic Leadership, Public Speaking, Public Relations, Public Policy, Marketing, Internet, Outlook, ESL, International..., Corporate Strategy..., Corporate Law, Legal Research, American History, Travel
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1998 — 2000
MA, International Relations
The Johns Hopkins University 1994 — 1997
Bachelor's Degree, International Relations
Merrill Lynch January 2013 - February 2014
Business Wire January 2008 - August 2012
Peace Corps October 2005 - January 2008
Dalton School September 2002 - September 2005
City of New York April 2000 - September 2001
Merrill Lynch May 1998 - September 1998
Skills
Spanish-speaking, French, Microsoft Excel, PowerPoint, Access, Financial Accounting, Education, Training, Corporate Communications, Writing, Report Writing, Editing, Copy Editing, Research, International Relations, International Business, International Business..., Elementary Education, Wealth Management, Banking, Finance, Financial Reporting, Financial Analysis, Government, International..., International Economics, International Political..., History, World History, Customer Service, Management, Program Management, VBA, Computer Technology, Community Outreach, Non-profit Leadership, Strategic Leadership, Public Speaking, Public Relations, Public Policy, Marketing, Internet, Outlook, ESL, International..., Corporate Strategy..., Corporate Law, Legal Research, American History, Travel
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1998 — 2000
MA, International Relations
The Johns Hopkins University 1994 — 1997
Bachelor's Degree, International Relations
Alan Chan's Merrill Lynch Experience June 1998 - December 1999
Job ... at ...
Industry Financial Services
Experience
... June 2014 - Present
Goldman Sachs December 1999 - June 2014
Merrill Lynch June 1998 - December 1999
HKUST January 1998 - June 1998
Skills
Electronic Trading, Trading Systems, Market Data, Low Latency, Fixed Income, Equities, Exchange Connectivity, Sybase, Derivatives, Equity Derivatives, Reference Data, Credit Derivatives
Education
The Hong Kong University of Science and Technology 1996 — 1997
Master of Philosophy (M.Phil.), Computer Science
The Hong Kong University of Science and Technology 1993 — 1996
Bachelor of Engineering (B.Eng.), Computer Science
... June 2014 - Present
Goldman Sachs December 1999 - June 2014
Merrill Lynch June 1998 - December 1999
HKUST January 1998 - June 1998
Skills
Electronic Trading, Trading Systems, Market Data, Low Latency, Fixed Income, Equities, Exchange Connectivity, Sybase, Derivatives, Equity Derivatives, Reference Data, Credit Derivatives
Education
The Hong Kong University of Science and Technology 1996 — 1997
Master of Philosophy (M.Phil.), Computer Science
The Hong Kong University of Science and Technology 1993 — 1996
Bachelor of Engineering (B.Eng.), Computer Science
Patrick Wayland's Merrill Lynch Experience June 2015 - Present
Job Merrill Lynch Private Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch September 2009 - Present
The Snell Properties, Inc. September 2010 - September 2014
Loftus Group January 2009 - December 2009
Jefferies Asset Management March 2007 - January 2008
Rock Crest Capital September 2005 - February 2007
Heirloom Capital May 2002 - August 2005
C. Blair Asset Management January 1999 - April 2002
Skills
Asset Management, Capital Markets, Equities, Finance, Fixed Income, Hedge Funds, Investments, Management Consulting, Portfolio Management, Private Equity, Trading, Alternative Investments, Bloomberg, Investment Banking, Series 7, Valuation
Education
The Johns Hopkins University 1996 — 1997
MSE, Electrical Engineering
The Johns Hopkins University 1992 — 1996
BSE, Electrical Engineering
Merrill Lynch June 2015 - Present
Merrill Lynch September 2009 - Present
The Snell Properties, Inc. September 2010 - September 2014
Loftus Group January 2009 - December 2009
Jefferies Asset Management March 2007 - January 2008
Rock Crest Capital September 2005 - February 2007
Heirloom Capital May 2002 - August 2005
C. Blair Asset Management January 1999 - April 2002
Skills
Asset Management, Capital Markets, Equities, Finance, Fixed Income, Hedge Funds, Investments, Management Consulting, Portfolio Management, Private Equity, Trading, Alternative Investments, Bloomberg, Investment Banking, Series 7, Valuation
Education
The Johns Hopkins University 1996 — 1997
MSE, Electrical Engineering
The Johns Hopkins University 1992 — 1996
BSE, Electrical Engineering
Daniel Goldfried's Merrill Lynch Experience March 2007 - January 2010
Job Assistant General Counsel and Director, Regulatory Investigations at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America March 2007 - Present
Merrill Lynch March 2007 - January 2010
US Securities and Exchange Commission August 2003 - March 2007
Lewis and Roca LLP October 1997 - July 2003
Skills
Securities Regulation, Securities, Corporate Governance, Litigation, Commercial Litigation, Internal Investigations, FCPA, Corporate Law, Arbitration, Civil Litigation, FINRA, Securities Litigation
Education
The George Washington University Law School 1991 — 1994
JD, Law
University of Virginia 1987 — 1991
BA, Foreign Affairs
Bronx Science 1984 — 1987
HS
Bank of America March 2007 - Present
Merrill Lynch March 2007 - January 2010
US Securities and Exchange Commission August 2003 - March 2007
Lewis and Roca LLP October 1997 - July 2003
Skills
Securities Regulation, Securities, Corporate Governance, Litigation, Commercial Litigation, Internal Investigations, FCPA, Corporate Law, Arbitration, Civil Litigation, FINRA, Securities Litigation
Education
The George Washington University Law School 1991 — 1994
JD, Law
University of Virginia 1987 — 1991
BA, Foreign Affairs
Bronx Science 1984 — 1987
HS
Mary Ann Drucker's Merrill Lynch Experience May 1990 - February 1998
Job Research Analyst at Financial Services Advisory Inc.
Industry Financial Services
Experience
Financial Services Advisory Inc. May 2011 - Present
Keystone Asset Management Inc. April 2004 - May 2010
Beaty Haynes & Patterson, Inc. February 1998 - March 2004
Merrill Lynch May 1990 - February 1998
Education
The George Washington University - School of Business
MBA, Finance & Investments
University of Maryland College Park
Bachelor of Science, Finance
University of Maryland College Park
Bachelor of Arts, Economics
Financial Services Advisory Inc. May 2011 - Present
Keystone Asset Management Inc. April 2004 - May 2010
Beaty Haynes & Patterson, Inc. February 1998 - March 2004
Merrill Lynch May 1990 - February 1998
Education
The George Washington University - School of Business
MBA, Finance & Investments
University of Maryland College Park
Bachelor of Science, Finance
University of Maryland College Park
Bachelor of Arts, Economics
Jason Stramel's Merrill Lynch Experience 2002 - 2002
Job Law Practice Professional
Industry Law Practice
Experience
Akin Gump Strauss Hauer & Feld LLP 2008 - 2009
The George Washington University Law School 2007 - 2007
Akin Gump Strauss Hauer & Feld LLP 2003 - 2005
Worldco Financial Services (Worldco L.L.C.) 2002 - 2003
Merrill Lynch 2002 - 2002
Education
The George Washington University Law School
JD
University of Colorado Boulder 1998 — 2002
Business, Finance
Regis Jesuit High School 1994 — 1998
Akin Gump Strauss Hauer & Feld LLP 2008 - 2009
The George Washington University Law School 2007 - 2007
Akin Gump Strauss Hauer & Feld LLP 2003 - 2005
Worldco Financial Services (Worldco L.L.C.) 2002 - 2003
Merrill Lynch 2002 - 2002
Education
The George Washington University Law School
JD
University of Colorado Boulder 1998 — 2002
Business, Finance
Regis Jesuit High School 1994 — 1998
Charlie Sido's Merrill Lynch Experience September 2007 - January 2008
Job
Industry Human Resources
Experience
Aon Benfield March 2013 - August 2013
Inpoint an Aon company November 2009 - March 2013
Sertus Capital Partners June 2008 - August 2008
Johns Hopkins University January 2008 - May 2008
Merrill Lynch September 2007 - January 2008
Sidley Austin May 2007 - August 2007
Chicago Mercantile Exchange May 2006 - August 2006
Skills
Financial Modeling, Strategy, Analysis, Investments, Bloomberg, Management, Commodity, Insurance, Consumption, Financial Analysis, Management Consulting
Education
The Johns Hopkins University 2005 — 2009
BA, Political Science
Aon Benfield March 2013 - August 2013
Inpoint an Aon company November 2009 - March 2013
Sertus Capital Partners June 2008 - August 2008
Johns Hopkins University January 2008 - May 2008
Merrill Lynch September 2007 - January 2008
Sidley Austin May 2007 - August 2007
Chicago Mercantile Exchange May 2006 - August 2006
Skills
Financial Modeling, Strategy, Analysis, Investments, Bloomberg, Management, Commodity, Insurance, Consumption, Financial Analysis, Management Consulting
Education
The Johns Hopkins University 2005 — 2009
BA, Political Science
Sharon Pan's Merrill Lynch Experience July 2006 - August 2006
Job Credit Markets Business Unit Manager at Citi
Industry Financial Services
Experience
Citi September 2013 - Present
Citi 2010 - September 2013
Citigroup July 2008 - July 2010
Citigroup June 2007 - August 2007
Merrill Lynch July 2006 - August 2006
Skills
Forecasting, Credit, Analysis, Budgets, Equities, Finance, Account Reconciliation, Financial Modeling, Derivatives, Management, Financial Analysis, Project Planning
Education
The Johns Hopkins University 2004 — 2007
BA, International Relations, International Security
Citi September 2013 - Present
Citi 2010 - September 2013
Citigroup July 2008 - July 2010
Citigroup June 2007 - August 2007
Merrill Lynch July 2006 - August 2006
Skills
Forecasting, Credit, Analysis, Budgets, Equities, Finance, Account Reconciliation, Financial Modeling, Derivatives, Management, Financial Analysis, Project Planning
Education
The Johns Hopkins University 2004 — 2007
BA, International Relations, International Security
Aaron Bernstein's Merrill Lynch Experience 1997 - 2000
Job Associate Director Procurement Finance at The Kraft Heinz Company
Industry Consumer Goods
Experience
The Kraft Heinz Company April 2015 - Present
Kraft Foods Group September 2013 - March 2014
Kraft Foods Group November 2010 - August 2013
Kraft Foods Group May 2008 - November 2010
Certified Grocers Midwest January 2003 - May 2008
Merrill Lynch 1997 - 2000
Skills
Financial Modeling, Financial Analysis, Management, Strategic Financial..., Analysis, Cross-functional Team..., Finance, Financial Reporting, Forecasting, Financial Planning, Project Planning, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance
The Johns Hopkins University 1993 — 1997
BA
The Kraft Heinz Company April 2015 - Present
Kraft Foods Group September 2013 - March 2014
Kraft Foods Group November 2010 - August 2013
Kraft Foods Group May 2008 - November 2010
Certified Grocers Midwest January 2003 - May 2008
Merrill Lynch 1997 - 2000
Skills
Financial Modeling, Financial Analysis, Management, Strategic Financial..., Analysis, Cross-functional Team..., Finance, Financial Reporting, Forecasting, Financial Planning, Project Planning, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance
The Johns Hopkins University 1993 — 1997
BA
Ralph Rick Scott's Merrill Lynch Experience 1997 - 2005
Job Senior Managing Partner at L&S Advisors, Inc.
Industry Investment Management
Experience
L&S Advisors, Inc. 2005 - Present
Merrill Lynch 1997 - 2005
L&S Advisors, Inc. 1978 - 1997
Education
The George Washington University Law School
University of Vermont
L&S Advisors, Inc. 2005 - Present
Merrill Lynch 1997 - 2005
L&S Advisors, Inc. 1978 - 1997
Education
The George Washington University Law School
University of Vermont
Pierre Hage's Merrill Lynch Experience June 2008 - August 2008
Job
Industry Hospitality
Experience
Boston Corporate Housing September 2008 - Present
Kenesis Corporate and Information Consulting August 2010 - July 2014
Johns Hopkins School of Medicine June 2008 - May 2010
Johns Hopkins Bloomberg School of Public Health May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Siemens July 2005 - October 2007
Massachusetts General Hospital June 2007 - September 2007
Skills
SQL, Access, VBA, PowerPoint, Word, SharePoint, Stata, Visio, Microsoft Excel, Data Analysis, Statistics, Policy, Management, Microsoft Word
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
The Johns Hopkins University 2006 — 2010
BA, Economics, Public Health, Entrepreneurship & Management
Boston Corporate Housing September 2008 - Present
Kenesis Corporate and Information Consulting August 2010 - July 2014
Johns Hopkins School of Medicine June 2008 - May 2010
Johns Hopkins Bloomberg School of Public Health May 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Siemens July 2005 - October 2007
Massachusetts General Hospital June 2007 - September 2007
Skills
SQL, Access, VBA, PowerPoint, Word, SharePoint, Stata, Visio, Microsoft Excel, Data Analysis, Statistics, Policy, Management, Microsoft Word
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
The Johns Hopkins University 2006 — 2010
BA, Economics, Public Health, Entrepreneurship & Management
Bryant Lie's Merrill Lynch Experience February 2011 - August 2011
Job Asset Management Analyst at Credit Suisse
Industry Investment Management
Experience
Credit Suisse March 2013 - Present
Credit Suisse June 2012 - August 2012
Johns Hopkins University, Department of Applied Mathematics and Statistics January 2012 - May 2012
Middleton Gardiner Group, LLC August 2011 - May 2012
Johns Hopkins University, Department of Economics June 2010 - May 2012
Merrill Lynch February 2011 - August 2011
Skills
VBA, Java, R, Matlab, Monte Carlo Simulation, Time Series Analysis, Oracle Crystal Ball, Options Pricing, Portfolio Optimization, ANOVA, Linear and Non-Linear..., S-Plus
Education
The Johns Hopkins University 2012 — 2012
Master of Science in Engineering, Applied Mathematics and Statistics, 3.94
The Johns Hopkins University 2009 — 2012
Bachelor of Science, Applied Mathematics & Statistics, Economics, and Mathematics, 3.88
Credit Suisse March 2013 - Present
Credit Suisse June 2012 - August 2012
Johns Hopkins University, Department of Applied Mathematics and Statistics January 2012 - May 2012
Middleton Gardiner Group, LLC August 2011 - May 2012
Johns Hopkins University, Department of Economics June 2010 - May 2012
Merrill Lynch February 2011 - August 2011
Skills
VBA, Java, R, Matlab, Monte Carlo Simulation, Time Series Analysis, Oracle Crystal Ball, Options Pricing, Portfolio Optimization, ANOVA, Linear and Non-Linear..., S-Plus
Education
The Johns Hopkins University 2012 — 2012
Master of Science in Engineering, Applied Mathematics and Statistics, 3.94
The Johns Hopkins University 2009 — 2012
Bachelor of Science, Applied Mathematics & Statistics, Economics, and Mathematics, 3.88
Nolan Matthews's Merrill Lynch Experience September 2012 - April 2013
Job Trader at Falcon Edge Capital
Industry Banking
Experience
Falcon Edge Capital May 2013 - Present
Merrill Lynch September 2012 - April 2013
Barclays Capital September 2008 - August 2012
Lehman Brothers July 2008 - September 2008
Skills
Series 7, Bloomberg, Capital Markets, Investment Banking, Equities, Series 63, Financial Modeling, Financial Analysis, Portfolio Management, Hedge Funds, Risk Management, Fixed Income, Securities, Valuation
Education
The Johns Hopkins University 2004 — 2008
BA, East Asian Studies, Entrepreneurship & Management
Falcon Edge Capital May 2013 - Present
Merrill Lynch September 2012 - April 2013
Barclays Capital September 2008 - August 2012
Lehman Brothers July 2008 - September 2008
Skills
Series 7, Bloomberg, Capital Markets, Investment Banking, Equities, Series 63, Financial Modeling, Financial Analysis, Portfolio Management, Hedge Funds, Risk Management, Fixed Income, Securities, Valuation
Education
The Johns Hopkins University 2004 — 2008
BA, East Asian Studies, Entrepreneurship & Management
Kenneth Goldstein's Merrill Lynch Experience June 1990 - June 2008
Job Owner, Money Mailer of Raritan Valley
Industry Marketing and Advertising
Experience
Money Mailer of Raritan Valley January 2010 - Present
Merrill Lynch June 1990 - June 2008
Merrill Lynch June 1990 - May 2008
Skills
Small Business, Direct Marketing, Email Marketing, Social Media Marketing, Online Marketing, Online Advertising, Marketing Strategy, Lead Generation, Advertising, SEO, Direct Mail, Digital Marketing, Entrepreneurship, Mobile Marketing, WordPress, Social Media, Marketing, Sales Management, Social Networking
Education
The Johns Hopkins University 1986 — 1990
Bachelor of Arts, Economics, Political Science
Money Mailer of Raritan Valley January 2010 - Present
Merrill Lynch June 1990 - June 2008
Merrill Lynch June 1990 - May 2008
Skills
Small Business, Direct Marketing, Email Marketing, Social Media Marketing, Online Marketing, Online Advertising, Marketing Strategy, Lead Generation, Advertising, SEO, Direct Mail, Digital Marketing, Entrepreneurship, Mobile Marketing, WordPress, Social Media, Marketing, Sales Management, Social Networking
Education
The Johns Hopkins University 1986 — 1990
Bachelor of Arts, Economics, Political Science
Jim Shally's Merrill Lynch Experience 1988 - 1990
Job Senior Principal Program Management at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting February 2012 - Present
Fidelity Investments March 2001 - May 2010
Prudential Financial 1995 - 2001
Bankers Trust 1990 - 1995
Merrill Lynch 1988 - 1990
Education
Fairleigh Dickinson University-Florham Campus
Economics
The Johns Hopkins University
Biology, Economics
Collaborative Consulting February 2012 - Present
Fidelity Investments March 2001 - May 2010
Prudential Financial 1995 - 2001
Bankers Trust 1990 - 1995
Merrill Lynch 1988 - 1990
Education
Fairleigh Dickinson University-Florham Campus
Economics
The Johns Hopkins University
Biology, Economics
James Medaglio's Merrill Lynch Experience June 2008 - August 2008
Job Vice President Research Analyst at U.S. Trust, Bank of America
Industry Financial Services
Experience
U.S. Trust, Bank of America September 2010 - Present
Krempa Associates, Inc. June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Risk Management, Analysis, Microsoft Office, PowerPoint, Investments, Portfolio Management, Financial Analysis, Valuation, Research, Data Analysis, Economics, Equities, Fixed Income, Public Speaking, Emerging Markets, Capital Markets, Alternative Investments, Investment Management, Finance, Social Media
Education
The Johns Hopkins University 2006 — 2010
BA, Economics, Financial Economics (minor), Entrepreneurship & Management (minor)
U.S. Trust, Bank of America September 2010 - Present
Krempa Associates, Inc. June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Risk Management, Analysis, Microsoft Office, PowerPoint, Investments, Portfolio Management, Financial Analysis, Valuation, Research, Data Analysis, Economics, Equities, Fixed Income, Public Speaking, Emerging Markets, Capital Markets, Alternative Investments, Investment Management, Finance, Social Media
Education
The Johns Hopkins University 2006 — 2010
BA, Economics, Financial Economics (minor), Entrepreneurship & Management (minor)
Jack Sconzo's Merrill Lynch Experience October 1994 - February 2009
Job Managing Director, Debt Capital Markets at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2009 - Present
Merrill Lynch October 1994 - February 2009
Merrill Lynch 1994 - 2009
Skills
Equities, Derivatives, Valuation, Hedge Funds, Private Equity, Financial Modeling, Corporate Finance, Investments, Bloomberg, Series 7, Trading, Portfolio Management
Education
The Johns Hopkins University
Bachelor of Arts (B.A.), International Relations and Affairs
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.), International Economics and Finance
RBC Capital Markets 2009 - Present
Merrill Lynch October 1994 - February 2009
Merrill Lynch 1994 - 2009
Skills
Equities, Derivatives, Valuation, Hedge Funds, Private Equity, Financial Modeling, Corporate Finance, Investments, Bloomberg, Series 7, Trading, Portfolio Management
Education
The Johns Hopkins University
Bachelor of Arts (B.A.), International Relations and Affairs
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.), International Economics and Finance
J. Nathan Matthews, CFP®'s Merrill Lynch Experience September 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Uniform Combined State..., Asset Allocation, Strategic Financial..., Saving for Education
Education
The Johns Hopkins University 2006 — 2010
Political Science
St. Paul's School for Boys 2002 — 2006
Merrill Lynch September 2010 - Present
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Uniform Combined State..., Asset Allocation, Strategic Financial..., Saving for Education
Education
The Johns Hopkins University 2006 — 2010
Political Science
St. Paul's School for Boys 2002 — 2006
Richard Blumenfeld's Merrill Lynch Experience November 2012 - Present
Job Financial Advisor at Merrill Lynch; Halperin & Associates
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Blumenfeld Music January 2009 - October 2012
The George Washington University August 2008 - June 2012
Merrill Lynch June 2011 - August 2011
Woodfield Country Club January 2004 - May 2008
Skills
Piano, Investments, Portfolio Management, Social Media, Finance, Analysis, Microsoft Excel, Accounting, Wealth Management, Research, Financial Analysis, Training
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, International Business
Atlantic High School 2004 — 2008
International Baccalaureate Diploma, International Baccalaureate
Merrill Lynch November 2012 - Present
Blumenfeld Music January 2009 - October 2012
The George Washington University August 2008 - June 2012
Merrill Lynch June 2011 - August 2011
Woodfield Country Club January 2004 - May 2008
Skills
Piano, Investments, Portfolio Management, Social Media, Finance, Analysis, Microsoft Excel, Accounting, Wealth Management, Research, Financial Analysis, Training
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, International Business
Atlantic High School 2004 — 2008
International Baccalaureate Diploma, International Baccalaureate
Mooniette Kim's Merrill Lynch Experience June 2009 - August 2009
Job Regional Partner Manager, North America (East) at Optimizely
Industry Internet
Experience
Optimizely August 2014 - November 2014
Optimizely December 2013 - July 2014
Ernst & Young January 2013 - November 2013
Capco October 2012 - January 2013
Capco October 2011 - September 2012
Harvey & Company LLC May 2010 - July 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Services, Management Consulting, Capital Markets, Business Analysis, Financial Modeling, Finance, Banking, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Corporate Finance, Financial Analysis, Financial Advisory, Strategy, Risk Management, Business Process..., A/B testing, Business Development, Client Relations, Entrepreneurship, Management
Education
University of Southern California - Marshall School of Business
B.S., Business Administration
The Hong Kong University of Science and Technology
B.S., Business & Management
International Community School 2001 — 2007
Junior and High School
Optimizely August 2014 - November 2014
Optimizely December 2013 - July 2014
Ernst & Young January 2013 - November 2013
Capco October 2012 - January 2013
Capco October 2011 - September 2012
Harvey & Company LLC May 2010 - July 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Services, Management Consulting, Capital Markets, Business Analysis, Financial Modeling, Finance, Banking, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Corporate Finance, Financial Analysis, Financial Advisory, Strategy, Risk Management, Business Process..., A/B testing, Business Development, Client Relations, Entrepreneurship, Management
Education
University of Southern California - Marshall School of Business
B.S., Business Administration
The Hong Kong University of Science and Technology
B.S., Business & Management
International Community School 2001 — 2007
Junior and High School
Thomas L. di Galoma's Merrill Lynch Experience May 2000 - October 2003
Job Sr Managing Director, Head of Fixed Income Rates & Credit at ED&F MAN
Industry Financial Services
Experience
E D & F MAN May 2013 - Present
Navigate Advisors LLC February 2012 - May 2013
Pierpont Securities June 2011 - January 2012
Guggenheim Partners March 2009 - April 2011
Jefferies & Company October 2003 - March 2009
Merrill Lynch May 2000 - October 2003
BNP Paribas February 1998 - April 2000
Salomon Smith Barney October 1990 - January 1998
Skills
Fixed Income Trading..., Series 3, 7, 24 & 63, Equities, Capital Markets, Options, Valuation, Securities, Trading, Derivatives, Sales, Financial Markets, Structured Products, Credit Derivatives, Hedge Funds, Bonds, Trading Systems, Rates, Bloomberg, Fixed Income, Interest Rates
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance
American University
Bachelor of Science (BS), Political Science and Government
E D & F MAN May 2013 - Present
Navigate Advisors LLC February 2012 - May 2013
Pierpont Securities June 2011 - January 2012
Guggenheim Partners March 2009 - April 2011
Jefferies & Company October 2003 - March 2009
Merrill Lynch May 2000 - October 2003
BNP Paribas February 1998 - April 2000
Salomon Smith Barney October 1990 - January 1998
Skills
Fixed Income Trading..., Series 3, 7, 24 & 63, Equities, Capital Markets, Options, Valuation, Securities, Trading, Derivatives, Sales, Financial Markets, Structured Products, Credit Derivatives, Hedge Funds, Bonds, Trading Systems, Rates, Bloomberg, Fixed Income, Interest Rates
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance
American University
Bachelor of Science (BS), Political Science and Government
Jack Sconzo's Merrill Lynch Experience 1994 - 2009
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2009 - Present
Merrill Lynch 1994 - 2009
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Bonds, Asset Management, Hedge Funds, Market Risk
Education
The Johns Hopkins University
BA, Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Finance
RBC Capital Markets 2009 - Present
Merrill Lynch 1994 - 2009
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Bonds, Asset Management, Hedge Funds, Market Risk
Education
The Johns Hopkins University
BA, Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Finance
Russell Stein's Merrill Lynch Experience March 2007 - February 2009
Job Executive Vice President and Chief Financial Officer
Industry Venture Capital & Private Equity
Experience
Intellectual Ventures August 2010 - Present
Community USA Holdco June 2009 - July 2010
Merrill Lynch March 2007 - February 2009
Merrill Lynch Bank and Trust, FSB March 2007 - February 2009
Merrill Lynch December 2005 - March 2007
Merrill Lynch August 2003 - December 2005
Corporate Executive Board 2003 - 2005
Merrill Lynch January 2000 - August 2003
Merrill Lynch January 1997 - January 2000
Merrill Lynch January 1994 - January 1997
Skills
Banking, Capital Markets, Venture Capital, Financial Modeling, Private Equity, Corporate Finance, Fixed Income, Start-ups, Investment Banking, Leadership, Financial Institutions, Due Diligence, Treasury, Mergers & Acquisitions, Economics, Investments, Corporate Development, Valuation, Hedge Funds, Emerging Markets, Financial Analysis, Equities, Financial Structuring, Investor Relations, M&A experience, Alternative Investments, IPO, Structured Finance, Finance, Restructuring
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
Master of Arts (MA)
The Johns Hopkins University 1987 — 1991
Bachelor of Arts (BA)
Intellectual Ventures August 2010 - Present
Community USA Holdco June 2009 - July 2010
Merrill Lynch March 2007 - February 2009
Merrill Lynch Bank and Trust, FSB March 2007 - February 2009
Merrill Lynch December 2005 - March 2007
Merrill Lynch August 2003 - December 2005
Corporate Executive Board 2003 - 2005
Merrill Lynch January 2000 - August 2003
Merrill Lynch January 1997 - January 2000
Merrill Lynch January 1994 - January 1997
Skills
Banking, Capital Markets, Venture Capital, Financial Modeling, Private Equity, Corporate Finance, Fixed Income, Start-ups, Investment Banking, Leadership, Financial Institutions, Due Diligence, Treasury, Mergers & Acquisitions, Economics, Investments, Corporate Development, Valuation, Hedge Funds, Emerging Markets, Financial Analysis, Equities, Financial Structuring, Investor Relations, M&A experience, Alternative Investments, IPO, Structured Finance, Finance, Restructuring
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
Master of Arts (MA)
The Johns Hopkins University 1987 — 1991
Bachelor of Arts (BA)
Keith Davan's Merrill Lynch Experience 2002 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Highbridge Capital Management February 2005 - October 2008
Credit Suisse 2004 - 2005
Merrill Lynch 2002 - 2003
Deutsche Bank 1999 - 2002
Education
New York University - Leonard N. Stern School of Business
The Johns Hopkins University
Highbridge Capital Management February 2005 - October 2008
Credit Suisse 2004 - 2005
Merrill Lynch 2002 - 2003
Deutsche Bank 1999 - 2002
Education
New York University - Leonard N. Stern School of Business
The Johns Hopkins University
Brendan O'Neil's Merrill Lynch Experience June 2012 - August 2012
Job MS Applied Mathematics & Statistics
Industry Financial Services
Experience
Sandboxx Global Research InternTUDOR INVESTMENT CORPORATIONJune 2013 - September 2013
Merrill Lynch June 2012 - August 2012
GE Capital June 2011 - August 2011
ING Capital, LLC June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Valuation, Risk Management, Bloomberg, Derivatives, Investments, Credit, SAS, Quantitative Analytics, Credit Risk, Credit Analysis, Economics, Trading, Statistics, Bloomberg Terminal
Education
The Johns Hopkins University 2012 — 2013
Master of Science (M.S.), Applied Mathematics, 3.9/4.0
The Johns Hopkins University 2009 — 2013
B.S., Applied Mathematics and Statistics, Economics
Greenwich High School 2005 — 2009
Sandboxx Global Research InternTUDOR INVESTMENT CORPORATIONJune 2013 - September 2013
Merrill Lynch June 2012 - August 2012
GE Capital June 2011 - August 2011
ING Capital, LLC June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Valuation, Risk Management, Bloomberg, Derivatives, Investments, Credit, SAS, Quantitative Analytics, Credit Risk, Credit Analysis, Economics, Trading, Statistics, Bloomberg Terminal
Education
The Johns Hopkins University 2012 — 2013
Master of Science (M.S.), Applied Mathematics, 3.9/4.0
The Johns Hopkins University 2009 — 2013
B.S., Applied Mathematics and Statistics, Economics
Greenwich High School 2005 — 2009
Timothy Drozd's Merrill Lynch Experience May 2011 - August 2011
Job Student at The George Washington University School of Business
Industry
Experience
Merrill Lynch May 2011 - August 2011
AMERICAN BRIDAL SHOW COMPANY June 2007 - September 2010
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance; Finance, Economics, Statistics, Accounting, Marketing, Philosophy, Logic, Physics, Chemistr
Merrill Lynch May 2011 - August 2011
AMERICAN BRIDAL SHOW COMPANY June 2007 - September 2010
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance; Finance, Economics, Statistics, Accounting, Marketing, Philosophy, Logic, Physics, Chemistr
Joseph Ebin's Merrill Lynch Experience 2008 - 2009
Job Senior Analyst at McLagan
Industry Financial Services
Experience
McLagan March 2013 - Present
Itemize 2012 - 2013
Merrill Lynch 2008 - 2009
Skills
Investments, Microsoft Excel, Financial Modeling, Data Analysis, Economics, Corporate Finance, Equities, Valuation, Customer Service, Microsoft Office
Education
New York 2009 — 2011
Bachelor of Arts (B.A.), Political Economy
The Hebrew University 2007 — 2008
Freshman Year Abroad, International Relations and Affairs, A
McLagan March 2013 - Present
Itemize 2012 - 2013
Merrill Lynch 2008 - 2009
Skills
Investments, Microsoft Excel, Financial Modeling, Data Analysis, Economics, Corporate Finance, Equities, Valuation, Customer Service, Microsoft Office
Education
New York 2009 — 2011
Bachelor of Arts (B.A.), Political Economy
The Hebrew University 2007 — 2008
Freshman Year Abroad, International Relations and Affairs, A
Jack Lung's Merrill Lynch Experience January 2007 - February 2014
Job Business Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Merrill Lynch January 2007 - February 2014
Skills
Wealth Management, Systems Analysis, System Architecture, Business Analysis, Check 21, Dodd-Frank, Electronic Funds..., Mutual Funds, Project Management, Project Estimation, Software Quality..., Software Documentation, Retail Banking, Remote Deposit Capture, Vendor Management
Education
The Johns Hopkins University 1992 — 1996
Bachelor of Science (BS), Electrical and Computer Engineering
Morgan Stanley Wealth Management March 2014 - Present
Merrill Lynch January 2007 - February 2014
Skills
Wealth Management, Systems Analysis, System Architecture, Business Analysis, Check 21, Dodd-Frank, Electronic Funds..., Mutual Funds, Project Management, Project Estimation, Software Quality..., Software Documentation, Retail Banking, Remote Deposit Capture, Vendor Management
Education
The Johns Hopkins University 1992 — 1996
Bachelor of Science (BS), Electrical and Computer Engineering
Brian Gleeson's Merrill Lynch Experience December 1993 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1993 - Present
Westinghouse Electric Company 1986 - 1993
Education
The Johns Hopkins University 1985 — 1988
Masters Business Administration, Information Technology
University of Delaware 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch December 1993 - Present
Westinghouse Electric Company 1986 - 1993
Education
The Johns Hopkins University 1985 — 1988
Masters Business Administration, Information Technology
University of Delaware 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Matthew Giammarinaro's Merrill Lynch Experience 2006 - 2009
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2013 - Present
Federal Housing Finance Agency 2012 - 2013
Bank of America 2009 - 2012
400 Capital LLC 2009 - 2010
Merrill Lynch 2006 - 2009
Countrywide Financial 2004 - 2006
Legg Mason 2003 - 2004
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Hedging, Portfolio Management, Trading, Valuation
Education
The Johns Hopkins University
Economics
RBC Capital Markets June 2013 - Present
Federal Housing Finance Agency 2012 - 2013
Bank of America 2009 - 2012
400 Capital LLC 2009 - 2010
Merrill Lynch 2006 - 2009
Countrywide Financial 2004 - 2006
Legg Mason 2003 - 2004
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Hedging, Portfolio Management, Trading, Valuation
Education
The Johns Hopkins University
Economics
Patricia DeVico's Merrill Lynch Experience June 1989 - June 2012
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch June 1989 - June 2012
Skills
Salesforce.com, CRM support, business analysis, ibm mainframe, SQL DB2, Customer support, CRM, Analysis, Project Management, Business Analysis, IBM Mainframe, Quality Assurance, Requirements Gathering, Databases
Education
Middlesex County College 2013 — 2013
certification, Logistics, Materials, and Supply Chain Management
The George Washington University - School of Business 2010 — 2010
Certifications, Business Analysis, completed successfully
Chubb Institute of Technology
diploma/certification, computer Programming/Programmer, General
Merrill Lynch June 1989 - June 2012
Skills
Salesforce.com, CRM support, business analysis, ibm mainframe, SQL DB2, Customer support, CRM, Analysis, Project Management, Business Analysis, IBM Mainframe, Quality Assurance, Requirements Gathering, Databases
Education
Middlesex County College 2013 — 2013
certification, Logistics, Materials, and Supply Chain Management
The George Washington University - School of Business 2010 — 2010
Certifications, Business Analysis, completed successfully
Chubb Institute of Technology
diploma/certification, computer Programming/Programmer, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank