Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Ben Person Ben Person's Merrill Lynch Experience May 2011 - January 2013
Job Relationship Strategies at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2013 - Present
PNC Investments LLC January 2013 - September 2013
Merrill Lynch May 2011 - January 2013
Nationwide Financial August 2010 - May 2011
Fifth Third Bank July 2009 - August 2010
Ohio State Football June 2004 - January 2008
Merrill Lynch May 2007 - July 2007
Education
The Ohio State University Fisher College of Business 2014 — 2017
Master of Business Administration (MBA), Leadership and Corporate Strategy
The Ohio State University 2004 — 2009
BS, Financial Planning
Xenia High School 2000 — 2004
Nationwide Financial September 2013 - Present
PNC Investments LLC January 2013 - September 2013
Merrill Lynch May 2011 - January 2013
Nationwide Financial August 2010 - May 2011
Fifth Third Bank July 2009 - August 2010
Ohio State Football June 2004 - January 2008
Merrill Lynch May 2007 - July 2007
Education
The Ohio State University Fisher College of Business 2014 — 2017
Master of Business Administration (MBA), Leadership and Corporate Strategy
The Ohio State University 2004 — 2009
BS, Financial Planning
Xenia High School 2000 — 2004
Elle Seybold Elle Seybold's Merrill Lynch Experience 2002 - 2003
Job Commercial Manager at FMC Technologies
Industry Oil & Energy
Experience
FMC Technologies April 2015 - Present
FMC Technologies August 2013 - Present
Apache Corporation June 2011 - August 2013
National Oilwell Varco 2010 - 2011
Beekman Capital June 2003 - September 2008
Merrill Lynch 2002 - 2003
Highbridge Capital 2001 - 2002
MSD Capital 2000 - 2001
Skills
International Relations, Financial Analysis, Corporate Finance, Due Diligence, Economics, Strategic Negotiations, Business Development, Natural Gas, Energy Industry, Energy, Petroleum, Entrepreneurship, International Business, Foreign Policy, Oil & Gas Industry, International Economics, Investments, Investment Banking, Hedge Funds, LNG, Mergers & Acquisitions, Strategy, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Entrepreneurial Management
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2010
MA, International Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2010
MA, American Foreign Policy
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, International Business
FMC Technologies April 2015 - Present
FMC Technologies August 2013 - Present
Apache Corporation June 2011 - August 2013
National Oilwell Varco 2010 - 2011
Beekman Capital June 2003 - September 2008
Merrill Lynch 2002 - 2003
Highbridge Capital 2001 - 2002
MSD Capital 2000 - 2001
Skills
International Relations, Financial Analysis, Corporate Finance, Due Diligence, Economics, Strategic Negotiations, Business Development, Natural Gas, Energy Industry, Energy, Petroleum, Entrepreneurship, International Business, Foreign Policy, Oil & Gas Industry, International Economics, Investments, Investment Banking, Hedge Funds, LNG, Mergers & Acquisitions, Strategy, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Entrepreneurial Management
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2010
MA, International Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2010
MA, American Foreign Policy
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, International Business
Jason Stoneman Jason Stoneman's Merrill Lynch Experience March 2005 - July 2011
Job Senior Vice President at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust July 2013 - Present
HighTower August 2011 - September 2012
Merrill Lynch March 2005 - July 2011
US Army June 1999 - February 2005
Skills
Series 7, Asset Managment, Financial Modeling, Asset Allocation, Investments, Hedge Funds, Risk Management, Financial Analysis, Mutual Funds, Bloomberg, Wealth Management, Alternative Investments, Investment Strategies, Portfolio Management, Investment Advisory, Asset Management, Strategic Financial..., Equity Research
Education
The Johns Hopkins University - Carey Business School 2004 — 2006
MBA, Finance, General
United States Military Academy at West Point 1995 — 1999
BS, Economics
Atlantic Trust July 2013 - Present
HighTower August 2011 - September 2012
Merrill Lynch March 2005 - July 2011
US Army June 1999 - February 2005
Skills
Series 7, Asset Managment, Financial Modeling, Asset Allocation, Investments, Hedge Funds, Risk Management, Financial Analysis, Mutual Funds, Bloomberg, Wealth Management, Alternative Investments, Investment Strategies, Portfolio Management, Investment Advisory, Asset Management, Strategic Financial..., Equity Research
Education
The Johns Hopkins University - Carey Business School 2004 — 2006
MBA, Finance, General
United States Military Academy at West Point 1995 — 1999
BS, Economics
Aakash Parikh Aakash Parikh's Merrill Lynch Experience October 2007 - March 2008
Job Tax Manager at Ernst & Young
Industry Real Estate
Experience
Ernst & Young November 2011 - Present
Deloitte January 2011 - November 2011
K.K. Mehta CPA PC July 2008 - December 2010
Merrill Lynch October 2007 - March 2008
Kotak Mahindra Bank May 2005 - June 2006
General Motors July 2004 - September 2004
Skills
Tax, Private Equity, Accounting, Financial Reporting, International Tax, Tax Accounting, Corporate Tax, Financial Analysis, Due Diligence, Financial Accounting, Income Tax, Tax Research, REIT, real estate tax, Real Estate Private..., Partnership Taxation, Finance, CPA, Tax Advisory, Tax Preparation
Education
Fairleigh Dickinson University-Metropolitan Campus 2006 — 2007
Master of Science (M.S.), Accounting
South Gujarat University 2003 — 2005
Master of Business Administration (MBA), Finance
The Maharaja Sayajirao University of Baroda 2000 — 2003
Bachelor of Commerce (B.Com.), Accounting and Auditing
Ernst & Young November 2011 - Present
Deloitte January 2011 - November 2011
K.K. Mehta CPA PC July 2008 - December 2010
Merrill Lynch October 2007 - March 2008
Kotak Mahindra Bank May 2005 - June 2006
General Motors July 2004 - September 2004
Skills
Tax, Private Equity, Accounting, Financial Reporting, International Tax, Tax Accounting, Corporate Tax, Financial Analysis, Due Diligence, Financial Accounting, Income Tax, Tax Research, REIT, real estate tax, Real Estate Private..., Partnership Taxation, Finance, CPA, Tax Advisory, Tax Preparation
Education
Fairleigh Dickinson University-Metropolitan Campus 2006 — 2007
Master of Science (M.S.), Accounting
South Gujarat University 2003 — 2005
Master of Business Administration (MBA), Finance
The Maharaja Sayajirao University of Baroda 2000 — 2003
Bachelor of Commerce (B.Com.), Accounting and Auditing
Joe Amodeo's Merrill Lynch Experience July 2012 - September 2012
Job Analyst Bluestone Capital Partners, LLC
Industry Investment Banking
Experience
Bluestone Capital Partners, LLC July 2015 - Present
Bloomberg LP September 2014 - May 2015
GE Capital June 2013 - August 2013
Merrill Lynch July 2012 - September 2012
Cystic Fibrosis Foundation May 2012 - September 2012
Intercultural Management Institute January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, Teamwork, Research, PowerPoint, Financial Analysis, Accounting, Financial Modeling, Management, Finance, Leadership, Business Development, Data Analysis, Market Research
Education
American University 2010 — 2014
Bachelor of Science (BS), Finance
London School of Economics and Political Science 2012 — 2013
Finance & Economics
Bluestone Capital Partners, LLC July 2015 - Present
Bloomberg LP September 2014 - May 2015
GE Capital June 2013 - August 2013
Merrill Lynch July 2012 - September 2012
Cystic Fibrosis Foundation May 2012 - September 2012
Intercultural Management Institute January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, Teamwork, Research, PowerPoint, Financial Analysis, Accounting, Financial Modeling, Management, Finance, Leadership, Business Development, Data Analysis, Market Research
Education
American University 2010 — 2014
Bachelor of Science (BS), Finance
London School of Economics and Political Science 2012 — 2013
Finance & Economics
Santiago Rojas Couttenye Santiago Rojas Couttenye's Merrill Lynch Experience June 2011 - August 2011
Job Financial Leadership Associate at Nielsen
Industry Market Research
Experience
Nielsen Company July 2014 - Present
SafePrints, LLC. May 2013 - February 2014
Merrill Lynch June 2011 - August 2011
PH Cellular Inc. June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Time Management, Economics, Data Analysis, Customer Service, Management, Teamwork, Bloomberg, Research, Banking, Microsoft Word, Financial Markets, Corporate Finance, PowerPoint, Capital Markets, Financial Reporting, Risk Management, Derivatives, Team Management, Financial Analysis, Finance, Accounting, Fixed Income, Public Speaking, Spanish, Market Research
Education
University of Miami 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Economics and Finance
The London School of Economics and Political Science (LSE) 2012 — 2012
Economics of European Integration & Macroeconomics, Economics
Palmer Trinity School 2006 — 2010
Nielsen Company July 2014 - Present
SafePrints, LLC. May 2013 - February 2014
Merrill Lynch June 2011 - August 2011
PH Cellular Inc. June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Time Management, Economics, Data Analysis, Customer Service, Management, Teamwork, Bloomberg, Research, Banking, Microsoft Word, Financial Markets, Corporate Finance, PowerPoint, Capital Markets, Financial Reporting, Risk Management, Derivatives, Team Management, Financial Analysis, Finance, Accounting, Fixed Income, Public Speaking, Spanish, Market Research
Education
University of Miami 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Economics and Finance
The London School of Economics and Political Science (LSE) 2012 — 2012
Economics of European Integration & Macroeconomics, Economics
Palmer Trinity School 2006 — 2010
Laura Turo Laura Turo's Merrill Lynch Experience October 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Pacific Northwest National Laboratory February 2012 - September 2013
Pacific Northwest National Laboratory February 2010 - February 2012
Anelare Winery July 2010 - April 2011
Pacific Northwest National Laboratory June 2008 - February 2010
Owens Corning January 2008 - January 2008
Wellsville Creative Arts Center August 2007 - December 2007
Dielectric Laboratories, Inc. June 2007 - August 2007
Alfred University January 2007 - May 2007
Shenfeld Studio May 2006 - August 2006
Skills
Ceramic, Research, Community Outreach, Teaching, Adobe Creative Suite, Materials Science, Microsoft Office, Characterization, Mentoring, Educational Leadership, Communication Skills, Management, Powder X-ray Diffraction, Design of Experiments, Education, Web Design, Materials, Organization, Visual Arts, Scanning Electron..., Video, Chemistry, Marketing, Public Speaking, Communication, Social Media
Education
New York State College of Ceramics at Alfred University 2005 — 2009
Bachelor of Fine Arts, Ceramics, sculpture, ceramic engineering, painting, 3.3
The Maryland Institute College of Art 2004 — 2005
Ceramics
Merrill Lynch October 2013 - Present
Pacific Northwest National Laboratory February 2012 - September 2013
Pacific Northwest National Laboratory February 2010 - February 2012
Anelare Winery July 2010 - April 2011
Pacific Northwest National Laboratory June 2008 - February 2010
Owens Corning January 2008 - January 2008
Wellsville Creative Arts Center August 2007 - December 2007
Dielectric Laboratories, Inc. June 2007 - August 2007
Alfred University January 2007 - May 2007
Shenfeld Studio May 2006 - August 2006
Skills
Ceramic, Research, Community Outreach, Teaching, Adobe Creative Suite, Materials Science, Microsoft Office, Characterization, Mentoring, Educational Leadership, Communication Skills, Management, Powder X-ray Diffraction, Design of Experiments, Education, Web Design, Materials, Organization, Visual Arts, Scanning Electron..., Video, Chemistry, Marketing, Public Speaking, Communication, Social Media
Education
New York State College of Ceramics at Alfred University 2005 — 2009
Bachelor of Fine Arts, Ceramics, sculpture, ceramic engineering, painting, 3.3
The Maryland Institute College of Art 2004 — 2005
Ceramics
Jeffrey Wolfe's Merrill Lynch Experience August 1997 - February 1999
Job Crowdrise
Industry Internet
Experience
Crowdrise January 2010 - Present
The Folsom Project February 2009 - Present
Moosejaw Mountaineering April 1999 - Present
Moosejaw February 1999 - February 2009
Merrill Lynch August 1997 - February 1999
Skills
Really fast typist, Hold my own in pool and..., Can't swim
Education
University of Michigan 1993 — 1997
BA, Economics
London School of Economics and Political Science 1996 — 1996
Economics, International Finance
Crowdrise January 2010 - Present
The Folsom Project February 2009 - Present
Moosejaw Mountaineering April 1999 - Present
Moosejaw February 1999 - February 2009
Merrill Lynch August 1997 - February 1999
Skills
Really fast typist, Hold my own in pool and..., Can't swim
Education
University of Michigan 1993 — 1997
BA, Economics
London School of Economics and Political Science 1996 — 1996
Economics, International Finance
Christopher Ficara, CFA's Merrill Lynch Experience April 2007 - Present
Job First Vice President | Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
Banc of America Investments Inc. November 2005 - April 2007
Education
UCSD 2003 — 2006
Management Science B.S.
LSE 2005 — 2005
International Summer School Program
Merrill Lynch April 2007 - Present
Banc of America Investments Inc. November 2005 - April 2007
Education
UCSD 2003 — 2006
Management Science B.S.
LSE 2005 — 2005
International Summer School Program
Greg Talbot Greg Talbot's Merrill Lynch Experience September 1995 - October 2014
Job Senior Financial Advisor; Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Merrill Lynch September 1995 - October 2014
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Series 63, Series 7
Education
The University of Georgia 1991 — 1995
Bachelor of Science, Finance
London School of Economics and Political Science
Finance
Wells Fargo Advisors October 2014 - Present
Merrill Lynch September 1995 - October 2014
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Series 63, Series 7
Education
The University of Georgia 1991 — 1995
Bachelor of Science, Finance
London School of Economics and Political Science
Finance
Seanna Kim, CFA Seanna Kim, CFA's Merrill Lynch Experience 1992 - 1992
Job Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock 2010 - Present
BlackRock 1998 - 2009
UBS Global Asset Management 1994 - 1998
Merrill Lynch 1992 - 1992
First Interstate Bank 1989 - 1991
Education
The University of Chicago - Booth School of Business
MBA, Finance & Accounting
London School of Economics and Political Science
MSc., Economics
UC Irvine
Bachelor's degree, Economics
BlackRock 2010 - Present
BlackRock 1998 - 2009
UBS Global Asset Management 1994 - 1998
Merrill Lynch 1992 - 1992
First Interstate Bank 1989 - 1991
Education
The University of Chicago - Booth School of Business
MBA, Finance & Accounting
London School of Economics and Political Science
MSc., Economics
UC Irvine
Bachelor's degree, Economics
Greg Frederick Greg Frederick's Merrill Lynch Experience 1996 - 2001
Job sales at Paychex
Industry Fund-Raising
Experience
Paychex April 2013 - Present
Complete Title Solutions 2000 - 2013
BankUnited 2003 - 2009
Merrill Lynch 1996 - 2001
Education
The Ohio State University
Paychex April 2013 - Present
Complete Title Solutions 2000 - 2013
BankUnited 2003 - 2009
Merrill Lynch 1996 - 2001
Education
The Ohio State University
Ryan B. Weddle's Merrill Lynch Experience February 2007 - Present
Job Bank of America Merrill Lynch Global Credit & Special Situations
Industry Financial Services
Experience
U.S. Navy Reserve December 2008 - Present
Merrill Lynch February 2007 - Present
Merrill Lynch February 2007 - July 2008
1861 Capital Management LLC December 2005 - January 2007
Education
The Ohio State University 1996 — 2000
BA, History, Political Science
U.S. Navy Reserve December 2008 - Present
Merrill Lynch February 2007 - Present
Merrill Lynch February 2007 - July 2008
1861 Capital Management LLC December 2005 - January 2007
Education
The Ohio State University 1996 — 2000
BA, History, Political Science
Dustin Wills Dustin Wills's Merrill Lynch Experience August 2010 - December 2010
Job Advisor, Pharma FP&A at Cardinal Health
Industry Logistics and Supply Chain
Experience
Cardinal Health September 2014 - Present
Cardinal Health January 2014 - September 2014
Cardinal Health April 2013 - December 2013
Cardinal Health October 2011 - April 2013
Self-Employed August 2008 - 2011
Merrill Lynch August 2010 - December 2010
DIGGER & FINCH May 2008 - October 2008
Skills
Microsoft Excel, VBA, Access, AS400 system, Business Objects, Spanish, Analysis, Process Improvement, Public Speaking, Analytics, Financial Modeling, HTML, SPSS, New Business Development, Social Networking, Financial Reporting, Social Media Marketing, Teamwork, Salesforce.com, Corporate Finance, Credit, Market Research, Strategic Planning, Time Management, Account Management, Inventory Management, Account Reconciliation, Competitive Intelligence, Business Strategy, Start-ups, Training, Retail, Management, Marketing Strategy, Forecasting, Pricing, Facebook, Mergers & Acquisitions, Event Planning, Financial Accounting, Business Planning, Finance, Banking, Auditing, Project Management, Strategic Financial..., Team Leadership, Project Planning, Budgets, Business Analysis
Education
The Ohio State University 2008 — 2011
Bachelor of Science, Business Administration Speacializing in Finance, 3.7 GPA
Cardinal Health September 2014 - Present
Cardinal Health January 2014 - September 2014
Cardinal Health April 2013 - December 2013
Cardinal Health October 2011 - April 2013
Self-Employed August 2008 - 2011
Merrill Lynch August 2010 - December 2010
DIGGER & FINCH May 2008 - October 2008
Skills
Microsoft Excel, VBA, Access, AS400 system, Business Objects, Spanish, Analysis, Process Improvement, Public Speaking, Analytics, Financial Modeling, HTML, SPSS, New Business Development, Social Networking, Financial Reporting, Social Media Marketing, Teamwork, Salesforce.com, Corporate Finance, Credit, Market Research, Strategic Planning, Time Management, Account Management, Inventory Management, Account Reconciliation, Competitive Intelligence, Business Strategy, Start-ups, Training, Retail, Management, Marketing Strategy, Forecasting, Pricing, Facebook, Mergers & Acquisitions, Event Planning, Financial Accounting, Business Planning, Finance, Banking, Auditing, Project Management, Strategic Financial..., Team Leadership, Project Planning, Budgets, Business Analysis
Education
The Ohio State University 2008 — 2011
Bachelor of Science, Business Administration Speacializing in Finance, 3.7 GPA
Mark Winters's Merrill Lynch Experience March 2007 - November 2010
Job Vice President, Divisional Sales Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch November 2010 - January 2014
Merrill Lynch March 2007 - November 2010
Skills
Series 7, Wealth Management, Mutual Funds, Team Building, Finance, Relationship Management, Sales Management, FINRA, Investments, Financial Advisory, Investment Advisory, Financial Services, Retirement Planning, Portfolio Management, Securities, Series 63, Uniform Combined State...
Education
The Ohio State University 2002 — 2006
Bachelor of Science (BS), Finance and Real Estate
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch November 2010 - January 2014
Merrill Lynch March 2007 - November 2010
Skills
Series 7, Wealth Management, Mutual Funds, Team Building, Finance, Relationship Management, Sales Management, FINRA, Investments, Financial Advisory, Investment Advisory, Financial Services, Retirement Planning, Portfolio Management, Securities, Series 63, Uniform Combined State...
Education
The Ohio State University 2002 — 2006
Bachelor of Science (BS), Finance and Real Estate
Aaryan Shah Aaryan Shah's Merrill Lynch Experience September 2007 - April 2009
Job Financial Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2009 - Present
Merrill Lynch September 2007 - April 2009
Education
The London School of Economics and Political Science (LSE) 2004 — 2007
Master of Business Administration (MBA), Business/Managerial Economics
J.P. Morgan June 2009 - Present
Merrill Lynch September 2007 - April 2009
Education
The London School of Economics and Political Science (LSE) 2004 — 2007
Master of Business Administration (MBA), Business/Managerial Economics
Kavya Methukupally's Merrill Lynch Experience April 2014 - July 2014
Job Associate Consultant at CAST Management Consultants
Industry Marketing and Advertising
Experience
CAST Management Consultants June 2015 - Present
FlashFunders January 2015 - April 2015
Fox (Film, TV & Sports) September 2014 - December 2014
Merrill Lynch April 2014 - July 2014
Kumon Math & Reading Center June 2009 - June 2011
Skills
Social Media Marketing, Creative Writing, Microsoft Office, Strategic Communications, Teamwork, Public Speaking, Public Relations, Social Media
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Economics & Political Science
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics & Strategic Management
CAST Management Consultants June 2015 - Present
FlashFunders January 2015 - April 2015
Fox (Film, TV & Sports) September 2014 - December 2014
Merrill Lynch April 2014 - July 2014
Kumon Math & Reading Center June 2009 - June 2011
Skills
Social Media Marketing, Creative Writing, Microsoft Office, Strategic Communications, Teamwork, Public Speaking, Public Relations, Social Media
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Economics & Political Science
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics & Strategic Management
Tom Stergiou's Merrill Lynch Experience September 2013 - Present
Job Vice President, Senior Product Specialist (Rep as Advisor) at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Morgan Stanley October 2011 - September 2013
Citi February 2000 - August 2011
Skills
Series 7, Alternative Investments, Fixed Income, Series 63, Equities, Hedge Funds, Mutual Funds, Wealth Management, Portfolio Management, Investments, Investment Advisory, Financial Analysis, Risk Management, Securities, FINRA, Separately Managed..., Uniform Combined State..., Asset Management, Capital Markets, Series 24, Series 65, Valuation, Trading, Financial Services, Bloomberg, Retirement Planning, Investment Management, ETFs, Bonds, Derivatives, Financial Modeling, Strategic Financial..., Investment Banking, Investment Strategies, Basketball, NASD Licenses: Series..., Finra series 24
Education
The Johns Hopkins University 1995 — 1999
B.S., Economics
Merrill Lynch September 2013 - Present
Morgan Stanley October 2011 - September 2013
Citi February 2000 - August 2011
Skills
Series 7, Alternative Investments, Fixed Income, Series 63, Equities, Hedge Funds, Mutual Funds, Wealth Management, Portfolio Management, Investments, Investment Advisory, Financial Analysis, Risk Management, Securities, FINRA, Separately Managed..., Uniform Combined State..., Asset Management, Capital Markets, Series 24, Series 65, Valuation, Trading, Financial Services, Bloomberg, Retirement Planning, Investment Management, ETFs, Bonds, Derivatives, Financial Modeling, Strategic Financial..., Investment Banking, Investment Strategies, Basketball, NASD Licenses: Series..., Finra series 24
Education
The Johns Hopkins University 1995 — 1999
B.S., Economics
Luke Roberts Luke Roberts's Merrill Lynch Experience June 2011 - March 2013
Job T.E. Roberts Inc.
Industry Construction
Experience
T.E. Roberts Inc. March 2013 - Present
Merrill Lynch June 2011 - March 2013
Skills
Investments, Management, Financial Analysis, Business Development, Construction Management, Pipeline Construction, Construction Accounting, Construction Safety, Water Treatment, Valuation, Finance, Strategy, Private Equity, Due Diligence, Corporate Finance, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Social Networking
Education
University of Southern California 2014 — 2016
Masters in Construction Engineering, Construction Management
University of Miami 2009 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science
International Business
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration
International Marketing
T.E. Roberts Inc. March 2013 - Present
Merrill Lynch June 2011 - March 2013
Skills
Investments, Management, Financial Analysis, Business Development, Construction Management, Pipeline Construction, Construction Accounting, Construction Safety, Water Treatment, Valuation, Finance, Strategy, Private Equity, Due Diligence, Corporate Finance, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Social Networking
Education
University of Southern California 2014 — 2016
Masters in Construction Engineering, Construction Management
University of Miami 2009 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science
International Business
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration
International Marketing
Rich Erickson, CFP® Rich Erickson, CFP®'s Merrill Lynch Experience May 2007 - December 2009
Job Vice President, Financial Advisor at Century Bank
Industry Financial Services
Experience
Century Bank April 2015 - Present
MITFCU Financial & Retirement Services December 2009 - April 2015
Merrill Lynch May 2007 - December 2009
Smith Barney 2005 - 2007
Bank of America 2003 - 2004
Fleet 2000 - 2003
John Hancock 1988 - 2000
Putnam Investments 1987 - 1988
Travelers 1983 - 1987
Education
The National Graduate School of Quality Management (NGS) 1998 — 2000
MS, Quality Systems
University of Massachusetts, Amherst 1974 — 1979
B.S. Psychology
Wachusett Regional High School 1970 — 1974
Century Bank April 2015 - Present
MITFCU Financial & Retirement Services December 2009 - April 2015
Merrill Lynch May 2007 - December 2009
Smith Barney 2005 - 2007
Bank of America 2003 - 2004
Fleet 2000 - 2003
John Hancock 1988 - 2000
Putnam Investments 1987 - 1988
Travelers 1983 - 1987
Education
The National Graduate School of Quality Management (NGS) 1998 — 2000
MS, Quality Systems
University of Massachusetts, Amherst 1974 — 1979
B.S. Psychology
Wachusett Regional High School 1970 — 1974
Adrienne Dalton Adrienne Dalton's Merrill Lynch Experience June 2011 - August 2011
Job .
Industry International Affairs
Experience
Cangzhou No. 2 Senior High School August 2013 - July 2014
Merrill Lynch June 2011 - August 2011
Wofford College September 2009 - May 2011
Skills
Foreign Policy, International Relations, Cost Accounting, Financial Accounting, Strategic Studies, English to French, French to English, Persian, Statistics, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, Stata, Teaching English as a..., PowerPoint
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2016
Master's Degree, Strategic Studies, International Economics
Wofford College 2009 — 2013
Bachelor of Arts (B.A.), Accounting, French Language, Sociology, GPA: 3.86
Brevard High School 2005 — 2009
High School
Cangzhou No. 2 Senior High School August 2013 - July 2014
Merrill Lynch June 2011 - August 2011
Wofford College September 2009 - May 2011
Skills
Foreign Policy, International Relations, Cost Accounting, Financial Accounting, Strategic Studies, English to French, French to English, Persian, Statistics, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, Stata, Teaching English as a..., PowerPoint
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2016
Master's Degree, Strategic Studies, International Economics
Wofford College 2009 — 2013
Bachelor of Arts (B.A.), Accounting, French Language, Sociology, GPA: 3.86
Brevard High School 2005 — 2009
High School
Jules Todd Axelrod Jules Todd Axelrod's Merrill Lynch Experience June 2010 - Present
Job Fianacial Advisor/Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Morgan Stanley Wealth Management October 2004 - June 2010
A.G.Edwards January 1999 - January 2004
Skills
Public Speaking, Budgets, Investment Management, Retirement Planning, Fixed Income Strategies, Equity Management, Variable Annuities, Wealth Management..., Multi-generational..., Wealth Management, High Net Worth..., Series 7
Education
The Ohio State University 1988 — 1992
Bachelor's degree, Literature
Dulaney High School
Merrill Lynch June 2010 - Present
Morgan Stanley Wealth Management October 2004 - June 2010
A.G.Edwards January 1999 - January 2004
Skills
Public Speaking, Budgets, Investment Management, Retirement Planning, Fixed Income Strategies, Equity Management, Variable Annuities, Wealth Management..., Multi-generational..., Wealth Management, High Net Worth..., Series 7
Education
The Ohio State University 1988 — 1992
Bachelor's degree, Literature
Dulaney High School
Richard Kenny Richard Kenny's Merrill Lynch Experience January 2012 - May 2012
Job Debt Capital Markets Analyst at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets September 2015 - Present
BBVA July 2014 - June 2015
BMO Capital Markets June 2013 - September 2013
Merrill Lynch January 2012 - May 2012
US Tax & Financial June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Argus Modeling, SharePoint, Facebook, Microsoft Word, Salesforce Training, Series 63, Series 79, Bloomberg Terminal, Wealth Management, Financial Modeling, Equity Research, Corporate Finance, Capital IQ, Investment Banking, FINRA, Financial Analysis, Social Media, Investments, Microsoft Office, Capital Markets, Sports
Education
Villanova University 2009 — 2013
Bachelor's degree, Finance & Real Estate
London School of Economics and Political Science 2011 — 2011
Financial Public Markets Course, A-
Episcopal Academy 2005 — 2009
High School Diploma
CIBC World Markets September 2015 - Present
BBVA July 2014 - June 2015
BMO Capital Markets June 2013 - September 2013
Merrill Lynch January 2012 - May 2012
US Tax & Financial June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Argus Modeling, SharePoint, Facebook, Microsoft Word, Salesforce Training, Series 63, Series 79, Bloomberg Terminal, Wealth Management, Financial Modeling, Equity Research, Corporate Finance, Capital IQ, Investment Banking, FINRA, Financial Analysis, Social Media, Investments, Microsoft Office, Capital Markets, Sports
Education
Villanova University 2009 — 2013
Bachelor's degree, Finance & Real Estate
London School of Economics and Political Science 2011 — 2011
Financial Public Markets Course, A-
Episcopal Academy 2005 — 2009
High School Diploma
Hiranya (Hira) Fernando Hiranya (Hira) Fernando's Merrill Lynch Experience July 1998 - February 2001
Job Career Strategy I Career Curriculum & Development I MBA Career Coaching I Job Search I Interview Prep
Industry Professional Training & Coaching
Experience
Georgetown University's McDonough School of Business August 2013 - Present
Careerly August 2012 - Present
Gartner October 2009 - July 2012
World Resources Institute April 2007 - June 2009
The World Bank July 2005 - March 2007
The World Bank July 2004 - June 2005
Lehman Brothers June 2003 - August 2003
Citi January 2002 - August 2002
Merrill Lynch July 1998 - February 2001
Skills
Strategy, Public Speaking, Career Development..., Career Development, Career Strategist, Sustainability, Career Counseling, Talent Management, Resume Writing, Interview Preparation, Blogging, Persuasive Speaker, Teaching Workshops, LinkedIn Training, International..., Cleantech, Energy Efficiency, Energy, Sustainable Business..., Career Skills, Career Transitioning, Corporate Sustainability, Private Banking, Wealth Management, Investment Brokerage, Corporate Strategy..., Strategy Implementation, Start-up Business..., Small Business Marketing, Online Marketing, Screening Resumes, Career Assessment, Career Advise, Financial Markets, Banking, Wall Street, Presentation Design, Motivational Speaking, Strategic Hiring, Lifestyle Writing, Supply Chain Management, Interview Skills, Management, Business Strategy, Writing, Business Development
Education
Wharton School, University of Pennsylvania 2002 — 2004
MBA, Strategic Management
London School of Economics and Political Science 1995 — 1996
LLM, International Business Law
London School of Economics and Political Science 1992 — 1995
B.Sc. (Econ), Government and Law
Georgetown University's McDonough School of Business August 2013 - Present
Careerly August 2012 - Present
Gartner October 2009 - July 2012
World Resources Institute April 2007 - June 2009
The World Bank July 2005 - March 2007
The World Bank July 2004 - June 2005
Lehman Brothers June 2003 - August 2003
Citi January 2002 - August 2002
Merrill Lynch July 1998 - February 2001
Skills
Strategy, Public Speaking, Career Development..., Career Development, Career Strategist, Sustainability, Career Counseling, Talent Management, Resume Writing, Interview Preparation, Blogging, Persuasive Speaker, Teaching Workshops, LinkedIn Training, International..., Cleantech, Energy Efficiency, Energy, Sustainable Business..., Career Skills, Career Transitioning, Corporate Sustainability, Private Banking, Wealth Management, Investment Brokerage, Corporate Strategy..., Strategy Implementation, Start-up Business..., Small Business Marketing, Online Marketing, Screening Resumes, Career Assessment, Career Advise, Financial Markets, Banking, Wall Street, Presentation Design, Motivational Speaking, Strategic Hiring, Lifestyle Writing, Supply Chain Management, Interview Skills, Management, Business Strategy, Writing, Business Development
Education
Wharton School, University of Pennsylvania 2002 — 2004
MBA, Strategic Management
London School of Economics and Political Science 1995 — 1996
LLM, International Business Law
London School of Economics and Political Science 1992 — 1995
B.Sc. (Econ), Government and Law
C.B. Ciullo C.B. Ciullo's Merrill Lynch Experience 2005 - 2006
Job Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Morgan Stanley 2006 - 2008
Merrill Lynch 2005 - 2006
Skills
Series 7, Series 63, Series 55, Equities, Investments, Hedge Funds, Capital Markets, Bloomberg, Equity Research, Fixed Income, Structured Products, Valuation
Education
Villanova University 2001 — 2005
BS, Accounting and Finance
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer Program
Chaminade High School 1997 — 2001
Morgan Stanley 2008 - Present
Morgan Stanley 2006 - 2008
Merrill Lynch 2005 - 2006
Skills
Series 7, Series 63, Series 55, Equities, Investments, Hedge Funds, Capital Markets, Bloomberg, Equity Research, Fixed Income, Structured Products, Valuation
Education
Villanova University 2001 — 2005
BS, Accounting and Finance
The London School of Economics and Political Science (LSE) 2003 — 2003
Summer Program
Chaminade High School 1997 — 2001
Margaret Pestone Margaret Pestone's Merrill Lynch Experience June 1990 - May 1991
Job Vice President at ELM Building Construction Services
Industry Mental Health Care
Experience
ELM Building Construction Services 2010 - Present
Public Health Advocacy 1997 - October 2012
New York City School Construction Authority September 1993 - June 1998
TDX Construction Corporation 1991 - 1993
Merrill Lynch June 1990 - May 1991
M.D Seeley & Associates February 1969 - October 1976
Skills
Poetry, Public Speaking, Project Planning, Non-profits, Team Building, Creative Writing, Books, Strategic Planning, Teaching, Budgets, Editing, Research, Published Author, Newsletters, Program Management, Copywriting, Facebook, Social Media, Blogging, Construction, Social Networking, Management, Project Management, Press Releases, Copy Editing, Negotiation, Writing, Contract Negotiation, Proposal Writing, Public Relations, Contract Management, New Business Development, Facilities Management, Technical Writing, Leadership, Marketing Strategy, Nonprofits, Publishing, Training, Marketing Communications, Process Scheduler, Organizational..., Marketing, Entrepreneurship, Fundraising, Coaching, Market Research, Online Marketing, Event Management, Contractors
Education
New School University 1980 — 1981
Writing, Theater
Mt. Sinai SAVI Advocacy Traing Program 1987 — 1995
Orange County Community College 1980 — 1990
Business
Middletown High School 1951 — 1955
ELM Building Construction Services 2010 - Present
Public Health Advocacy 1997 - October 2012
New York City School Construction Authority September 1993 - June 1998
TDX Construction Corporation 1991 - 1993
Merrill Lynch June 1990 - May 1991
M.D Seeley & Associates February 1969 - October 1976
Skills
Poetry, Public Speaking, Project Planning, Non-profits, Team Building, Creative Writing, Books, Strategic Planning, Teaching, Budgets, Editing, Research, Published Author, Newsletters, Program Management, Copywriting, Facebook, Social Media, Blogging, Construction, Social Networking, Management, Project Management, Press Releases, Copy Editing, Negotiation, Writing, Contract Negotiation, Proposal Writing, Public Relations, Contract Management, New Business Development, Facilities Management, Technical Writing, Leadership, Marketing Strategy, Nonprofits, Publishing, Training, Marketing Communications, Process Scheduler, Organizational..., Marketing, Entrepreneurship, Fundraising, Coaching, Market Research, Online Marketing, Event Management, Contractors
Education
New School University 1980 — 1981
Writing, Theater
Mt. Sinai SAVI Advocacy Traing Program 1987 — 1995
Orange County Community College 1980 — 1990
Business
Middletown High School 1951 — 1955
Mauricio Mora Fernández's Merrill Lynch Experience June 2014 - Present
Job International Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Champion Trading January 2014 - June 2014
Firma Jurídica y Fiscal June 2013 - January 2014
North American Development Bank June 2011 - August 2011
Investment Banking Institute 2011 - 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Strategic Planning, Project Finance, Bloomberg
Education
The University of Texas at Austin 2009 — 2013
B.A., Economics
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Minor, Business Administration
The London School of Economics and Political Science (LSE) 2010 — 2010
Study Abroad, Management and Negotiations
Merrill Lynch June 2014 - Present
Champion Trading January 2014 - June 2014
Firma Jurídica y Fiscal June 2013 - January 2014
North American Development Bank June 2011 - August 2011
Investment Banking Institute 2011 - 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Strategic Planning, Project Finance, Bloomberg
Education
The University of Texas at Austin 2009 — 2013
B.A., Economics
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Minor, Business Administration
The London School of Economics and Political Science (LSE) 2010 — 2010
Study Abroad, Management and Negotiations
Roan J. Confer, Jr. Roan J. Confer, Jr.'s Merrill Lynch Experience May 1990 - August 1993
Job Attorney Litigator Criminal Defense Trial Attorney at Confer Law Office, P.C.
Industry Law Practice
Experience
Confer Law Office, P.C. September 2005 - Present
Confer Law Office, P.C. September 2005 - Present
Lycoming County District Attorney Office May 2000 - September 2005
Merrill Lynch May 1990 - August 1993
Skills
Criminal Law, Criminal Defense, Criminal Defense Lawyer, Federal Criminal Defense, Criminal Litigation, 100% Criminal Practice, Courts, Trials, Litigation, Legal Writing, Private Investigations, Defense, Appeals, Juvenile Law, Legal Advice, Personal Injury, Mediation, Commercial Litigation, Criminal Justice, Immigration Law, Constitutional Law, Trial Practice, Public Policy, Legal Research, Employment Law, Government, White Collar Criminal..., Legal Assistance, Civil Rights, Hearings, Litigation Support, Evidence, Westlaw, Civil Litigation, Human Rights, Policy Analysis, Arbitration, Jury Trials, Administrative Law, Legal Issues, Public Speaking
Education
University of Florida School of Law (Graduate Tax Law Program) Gainsville, Florida
LL.M. (Master of Law), Tax Law, Did not complete program due to a change in career plans.
Widener University School of Law (PA) 1993 — 1996
Doctor of Law (J.D.), Law
London School of Economics and Political Science 1988 — 1989
Master of Science (MSc), Political Theory
University of Pittsburgh
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics (P.P.E.)
Confer Law Office, P.C. September 2005 - Present
Confer Law Office, P.C. September 2005 - Present
Lycoming County District Attorney Office May 2000 - September 2005
Merrill Lynch May 1990 - August 1993
Skills
Criminal Law, Criminal Defense, Criminal Defense Lawyer, Federal Criminal Defense, Criminal Litigation, 100% Criminal Practice, Courts, Trials, Litigation, Legal Writing, Private Investigations, Defense, Appeals, Juvenile Law, Legal Advice, Personal Injury, Mediation, Commercial Litigation, Criminal Justice, Immigration Law, Constitutional Law, Trial Practice, Public Policy, Legal Research, Employment Law, Government, White Collar Criminal..., Legal Assistance, Civil Rights, Hearings, Litigation Support, Evidence, Westlaw, Civil Litigation, Human Rights, Policy Analysis, Arbitration, Jury Trials, Administrative Law, Legal Issues, Public Speaking
Education
University of Florida School of Law (Graduate Tax Law Program) Gainsville, Florida
LL.M. (Master of Law), Tax Law, Did not complete program due to a change in career plans.
Widener University School of Law (PA) 1993 — 1996
Doctor of Law (J.D.), Law
London School of Economics and Political Science 1988 — 1989
Master of Science (MSc), Political Theory
University of Pittsburgh
Bachelor of Arts (B.A.), Philosophy, Politics, & Economics (P.P.E.)
Tim Lee's Merrill Lynch Experience July 2000 - May 2008
Job Managing Director at CommuniClique and Empower Investments
Industry Information Technology and Services
Experience
CommuniClique February 2015 - Present
Empower Investments February 2015 - Present
Monument Wealth Management May 2008 - January 2015
Merrill Lynch July 2000 - May 2008
Education
The University of Chicago Booth School of Business 2013 — 2013
CPWA, Finance and Financial Management Services
The London School of Economics and Political Science (LSE) 1998 — 1999
Economics, Finance, International Relations
University of Mary Washington 1996 — 2000
Economics & International Affairs, Economics, Finance, International Affairs
CommuniClique February 2015 - Present
Empower Investments February 2015 - Present
Monument Wealth Management May 2008 - January 2015
Merrill Lynch July 2000 - May 2008
Education
The University of Chicago Booth School of Business 2013 — 2013
CPWA, Finance and Financial Management Services
The London School of Economics and Political Science (LSE) 1998 — 1999
Economics, Finance, International Relations
University of Mary Washington 1996 — 2000
Economics & International Affairs, Economics, Finance, International Affairs
Fiona Yan Tong Fiona Yan Tong's Merrill Lynch Experience June 2014 - August 2014
Job Investment Professional at Partners Group
Industry Financial Services
Experience
Partners Group 2015 - Present
Merrill Lynch June 2014 - August 2014
Guosen Securities January 2012 - August 2013
Guosen Securities November 2009 - December 2011
Macquarie Bank June 2008 - August 2008
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration, Concentrations in Finance, Accounting and Strategic Management
London School of Economics and Political Science 2006 — 2009
BSc, Economics
Sherborne School for Girls 2001 — 2006
United Kingdom, GCSEs and A-Levels, A*/A
Belilios Public School 庇理羅士女子中學 1999 — 2001
Hong Kong, Secondary Education
Partners Group 2015 - Present
Merrill Lynch June 2014 - August 2014
Guosen Securities January 2012 - August 2013
Guosen Securities November 2009 - December 2011
Macquarie Bank June 2008 - August 2008
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration, Concentrations in Finance, Accounting and Strategic Management
London School of Economics and Political Science 2006 — 2009
BSc, Economics
Sherborne School for Girls 2001 — 2006
United Kingdom, GCSEs and A-Levels, A*/A
Belilios Public School 庇理羅士女子中學 1999 — 2001
Hong Kong, Secondary Education
Jeff Kornoelje's Merrill Lynch Experience 1994 - 2002
Job Executive Pastor
Industry Religious Institutions
Experience
Crossroads Community Church 2013 - Present
Grace Church 2004 - 2013
Wachovia Securities Financial Network 2002 - 2004
Merrill Lynch 1994 - 2002
Skills
Leadership, Management, Public Speaking, Pastoral Counseling, Discipleship, Team Building, Gospel, Religion, Leadership Development, Teaching, Biblical Studies, Pastoral Care, Church Events, Church Growth, Series 63, Spiritual Direction, Microsoft Word, Missions, Training, Non-profits, Volunteer Management, Coaching, Strategic Planning, Pastoring, Church Consulting, Nonprofits, Preaching, Community Outreach, Event Planning
Education
The Master's College 1990 — 1994
Bachelor of Science & Bible degree, Business Management, Finance, & Bible
Victory Christian High School
Crossroads Community Church 2013 - Present
Grace Church 2004 - 2013
Wachovia Securities Financial Network 2002 - 2004
Merrill Lynch 1994 - 2002
Skills
Leadership, Management, Public Speaking, Pastoral Counseling, Discipleship, Team Building, Gospel, Religion, Leadership Development, Teaching, Biblical Studies, Pastoral Care, Church Events, Church Growth, Series 63, Spiritual Direction, Microsoft Word, Missions, Training, Non-profits, Volunteer Management, Coaching, Strategic Planning, Pastoring, Church Consulting, Nonprofits, Preaching, Community Outreach, Event Planning
Education
The Master's College 1990 — 1994
Bachelor of Science & Bible degree, Business Management, Finance, & Bible
Victory Christian High School
Cara Miller Shutt Cara Miller Shutt's Merrill Lynch Experience July 1997 - March 2003
Job Owner, www.SheetBoutique.com
Industry Retail
Experience
The Sheet Boutique January 2008 - Present
Merrill Lynch July 1997 - March 2003
Education
The Ohio State University 1995 — 1997
Graduate, Consumer & Family Science
The Sheet Boutique January 2008 - Present
Merrill Lynch July 1997 - March 2003
Education
The Ohio State University 1995 — 1997
Graduate, Consumer & Family Science
James W. Smith James W. Smith's Merrill Lynch Experience April 2004 - May 2008
Job Systems Administrator
Industry Information Technology and Services
Experience
The New York Times September 2009 - December 2009
Lincoln Center for the Performing Arts March 2009 - June 2009
Proto Software January 2009 - January 2009
Merrill Lynch April 2004 - May 2008
Barclays Capital March 2000 - February 2002
EveryCD July 1999 - September 1999
Dresdner Kleinwort January 1998 - June 1999
Education
The Juilliard School 1983 — 1986
B.M
The New York Times September 2009 - December 2009
Lincoln Center for the Performing Arts March 2009 - June 2009
Proto Software January 2009 - January 2009
Merrill Lynch April 2004 - May 2008
Barclays Capital March 2000 - February 2002
EveryCD July 1999 - September 1999
Dresdner Kleinwort January 1998 - June 1999
Education
The Juilliard School 1983 — 1986
B.M
David Waites David Waites's Merrill Lynch Experience 2010 - 2010
Job Management Engineering Officer at United States Air Force
Industry Defense & Space
Experience
1st Manpower Requirements Squadron May 2013 - Present
Sairee Cottage Diving 2013 - 2013
Vanderbilt University Office of Undergraduate Admissions 2012 - 2013
Haynes Galleries 2012 - 2012
Merrill Lynch 2010 - 2010
Skills
Leadership, Management, Data Analysis, Engineering Management, Program Management, Public Speaking, Human Resource Planning, Organizational..., Event Planning, Public Relations, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Human Capital
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics and History, Financial Economics, Art History
London School of Economics and Political Science 2011 — 2011
Investment Finance
Università degli Studi di Firenze / University of Florence 2011 — 2011
Medieval & Renaissance Art and Architecture
1st Manpower Requirements Squadron May 2013 - Present
Sairee Cottage Diving 2013 - 2013
Vanderbilt University Office of Undergraduate Admissions 2012 - 2013
Haynes Galleries 2012 - 2012
Merrill Lynch 2010 - 2010
Skills
Leadership, Management, Data Analysis, Engineering Management, Program Management, Public Speaking, Human Resource Planning, Organizational..., Event Planning, Public Relations, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Human Capital
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics and History, Financial Economics, Art History
London School of Economics and Political Science 2011 — 2011
Investment Finance
Università degli Studi di Firenze / University of Florence 2011 — 2011
Medieval & Renaissance Art and Architecture
Aaron Hamburger Aaron Hamburger's Merrill Lynch Experience June 2013 - August 2013
Job Incoming Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company August 2015 - Present
Moelis & Company June 2015 - August 2015
Marriott & Co., LLC September 2014 - December 2014
Whitford Holdings, LLC May 2014 - July 2014
ITG January 2014 - January 2014
Merrill Lynch June 2013 - August 2013
United Phosphorus Inc. (UPI-USA) May 2013 - August 2013
Skills
Microsoft Office, Business, Cpr Certified, Bloomberg, Finance, Investments, PowerPoint, Microsoft Excel, Bloomberg Terminal, Leadership, Financial Analysis, Microsoft Word, Time Management, Access, Analysis, Public Speaking, Customer Service
Education
University of Richmond 2012 — 2016
Candidate for Bachelor's Degree, Business Administration with Finance and Accounting Concentrations, 3.86 GPA
The London School of Economics and Political Science (LSE) 2014 — 2014
The Hill School
High School Diploma
Moelis & Company August 2015 - Present
Moelis & Company June 2015 - August 2015
Marriott & Co., LLC September 2014 - December 2014
Whitford Holdings, LLC May 2014 - July 2014
ITG January 2014 - January 2014
Merrill Lynch June 2013 - August 2013
United Phosphorus Inc. (UPI-USA) May 2013 - August 2013
Skills
Microsoft Office, Business, Cpr Certified, Bloomberg, Finance, Investments, PowerPoint, Microsoft Excel, Bloomberg Terminal, Leadership, Financial Analysis, Microsoft Word, Time Management, Access, Analysis, Public Speaking, Customer Service
Education
University of Richmond 2012 — 2016
Candidate for Bachelor's Degree, Business Administration with Finance and Accounting Concentrations, 3.86 GPA
The London School of Economics and Political Science (LSE) 2014 — 2014
The Hill School
High School Diploma
Eric Borsoni, CIMA® Eric Borsoni, CIMA®'s Merrill Lynch Experience 2000 - 2002
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
U.S. Marine Corps 1992 - Present
J.P. Morgan Asset Management September 2010 - June 2014
RydexSGI October 2003 - September 2010
Merrill Lynch 2000 - 2002
Skills
Asset Allocation, Investment Management, Mutual Funds, Training Management, Series 7, Series 63, Asset Managment, Wealth Management, Investments, Alternative Investments, Portfolio Management, Equities, ETFs, Risk Management, Investment Strategies, Investment Advisory, Strategy, Retirement, Securities, Commodity, Asset Management, Financial Markets, Hedge Funds, Fixed Income, Separately Managed..., Bonds, 401k, Financial Services, Finance, Financial Advisory, FINRA, Series 24, Retirement Planning, Financial Analysis, Trading
Education
University of Oklahoma 1998 — 2000
MA, Economics
The Ohio State University 1988 — 1992
BA, National Security Policy
Nuveen Investments June 2014 - Present
U.S. Marine Corps 1992 - Present
J.P. Morgan Asset Management September 2010 - June 2014
RydexSGI October 2003 - September 2010
Merrill Lynch 2000 - 2002
Skills
Asset Allocation, Investment Management, Mutual Funds, Training Management, Series 7, Series 63, Asset Managment, Wealth Management, Investments, Alternative Investments, Portfolio Management, Equities, ETFs, Risk Management, Investment Strategies, Investment Advisory, Strategy, Retirement, Securities, Commodity, Asset Management, Financial Markets, Hedge Funds, Fixed Income, Separately Managed..., Bonds, 401k, Financial Services, Finance, Financial Advisory, FINRA, Series 24, Retirement Planning, Financial Analysis, Trading
Education
University of Oklahoma 1998 — 2000
MA, Economics
The Ohio State University 1988 — 1992
BA, National Security Policy
Matt Foxman's Merrill Lynch Experience January 2009 - June 2009
Job Senior Consultant, Insurance Services at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte October 2013 - July 2015
Cognizant Technology Solutions July 2013 - October 2013
Cognizant Technology Solutions January 2011 - June 2013
The Boston Consulting Group January 2010 - December 2010
Merrill Lynch January 2009 - June 2009
CSN Stores September 2008 - December 2008
Boston Beer Company January 2008 - June 2008
Education
Northeastern University, D'Amore-McKim School of Business 2006 — 2010
Bachelor of Science in Business Administration
The London School of Economics and Political Science (LSE) 2009 — 2009
Deloitte August 2015 - Present
Deloitte October 2013 - July 2015
Cognizant Technology Solutions July 2013 - October 2013
Cognizant Technology Solutions January 2011 - June 2013
The Boston Consulting Group January 2010 - December 2010
Merrill Lynch January 2009 - June 2009
CSN Stores September 2008 - December 2008
Boston Beer Company January 2008 - June 2008
Education
Northeastern University, D'Amore-McKim School of Business 2006 — 2010
Bachelor of Science in Business Administration
The London School of Economics and Political Science (LSE) 2009 — 2009
Kai Yi Wang's Merrill Lynch Experience June 2013 - August 2013
Job Institutional Equity Sales at Macquarie Group
Industry Financial Services
Experience
Macquarie Group January 2015 - Present
Trepp, LLC June 2014 - January 2015
Merrill Lynch June 2013 - August 2013
Credit Suisse July 2012 - August 2012
North Westestern Cement Company June 2011 - July 2011
The World Bank August 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Bloomberg, Wind, Writing, Marketing Communications, Drawing, Creativity, Data Analysis, Financial Modeling, Economics, Stata, Statistics, English, Valuation
Education
Wellesley College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Wellesley College 2010 — 2014
Bachelor of Arts (B.A.), Art/Art Studies, General
London School of Economics and Political Science 2012 — 2013
General Course, Social Sciences
moscrop
Macquarie Group January 2015 - Present
Trepp, LLC June 2014 - January 2015
Merrill Lynch June 2013 - August 2013
Credit Suisse July 2012 - August 2012
North Westestern Cement Company June 2011 - July 2011
The World Bank August 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Bloomberg, Wind, Writing, Marketing Communications, Drawing, Creativity, Data Analysis, Financial Modeling, Economics, Stata, Statistics, English, Valuation
Education
Wellesley College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Wellesley College 2010 — 2014
Bachelor of Arts (B.A.), Art/Art Studies, General
London School of Economics and Political Science 2012 — 2013
General Course, Social Sciences
moscrop
Jennifer Marr Jennifer Marr's Merrill Lynch Experience January 2012 - June 2012
Job Business Economics Student at UCLA
Industry Financial Services
Experience
Brown Brothers Harriman June 2013 - August 2013
Warner Bros. Entertainment Group of Companies September 2012 - December 2012
Merrill Lynch January 2012 - June 2012
Falmouth Sea Grill May 2008 - September 2011
Skills
Microsoft Excel, Accounting, Data Analysis, Microsoft Office, Bloomberg Terminal, Capital IQ, SAP, Stata, Portfolio Management, Investments, Analysis, Equities
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
London School of Economics and Political Science 2012 — 2012
Summer School, Macroeconomics
Falmouth High School 2006 — 2010
High School Diploma
Brown Brothers Harriman June 2013 - August 2013
Warner Bros. Entertainment Group of Companies September 2012 - December 2012
Merrill Lynch January 2012 - June 2012
Falmouth Sea Grill May 2008 - September 2011
Skills
Microsoft Excel, Accounting, Data Analysis, Microsoft Office, Bloomberg Terminal, Capital IQ, SAP, Stata, Portfolio Management, Investments, Analysis, Equities
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
London School of Economics and Political Science 2012 — 2012
Summer School, Macroeconomics
Falmouth High School 2006 — 2010
High School Diploma
Stephen D Layne Stephen D Layne's Merrill Lynch Experience June 2005 - August 2006
Job Project Manager at UCLA Health
Industry Hospital & Health Care
Experience
UCLA Health 2015 - Present
New York Presbyterian Hospital March 2013 - May 2015
NYU Langone Medical Center June 2012 - March 2013
Memorial Sloan-Kettering Cancer Center October 2006 - June 2012
Hetrick-Martin Institute January 2009 - January 2011
Merrill Lynch June 2005 - August 2006
Skills
Healthcare Project..., Quality Assurance, Sustainable Development, Data Analysis, Consensus Building, Non-profits, Healthcare, Policy, Workshop Facilitation, Program Management, Project Management, Nonprofits, Clinical Research, Access, Microsoft Office, Leadership, Proposal Writing, Management, Process Improvement, Hospitals, Program Development, Change Management, Program Evaluation, Research, Grant Writing, Community Outreach, Team Leadership, Microsoft Excel, Public Health
Education
Milano The New School for Management and Urban Policy 2008 — 2011
Master of Science, Organizational Change Management 2011, 3.9
The New School 2008 — 2011
Master's Degree, Organizational Change Management, 3.9
Saint Peter's College 2002 — 2006
BS, Business Management
Franklin Township High School 1998 — 2002
UCLA Health 2015 - Present
New York Presbyterian Hospital March 2013 - May 2015
NYU Langone Medical Center June 2012 - March 2013
Memorial Sloan-Kettering Cancer Center October 2006 - June 2012
Hetrick-Martin Institute January 2009 - January 2011
Merrill Lynch June 2005 - August 2006
Skills
Healthcare Project..., Quality Assurance, Sustainable Development, Data Analysis, Consensus Building, Non-profits, Healthcare, Policy, Workshop Facilitation, Program Management, Project Management, Nonprofits, Clinical Research, Access, Microsoft Office, Leadership, Proposal Writing, Management, Process Improvement, Hospitals, Program Development, Change Management, Program Evaluation, Research, Grant Writing, Community Outreach, Team Leadership, Microsoft Excel, Public Health
Education
Milano The New School for Management and Urban Policy 2008 — 2011
Master of Science, Organizational Change Management 2011, 3.9
The New School 2008 — 2011
Master's Degree, Organizational Change Management, 3.9
Saint Peter's College 2002 — 2006
BS, Business Management
Franklin Township High School 1998 — 2002
Janet Redman Janet Redman's Merrill Lynch Experience April 2008 - February 2013
Job Vice President, Financial Advisor at Lokken Investment Group, LLC
Industry Investment Management
Experience
The Lokken Investment Group, LLC February 2013 - Present
Merrill Lynch April 2008 - February 2013
Verizon 1984 - 2007
Education
The Johns Hopkins University - Carey Business School 1993 — 1996
Master of Science (MS), Business Administration and Management, General
University of Pennsylvania - The Wharton School 1998 — 1998
Leadership Challenge, Leadership
University of Maryland College Park 1980 — 1984
Bachelor's, Marketing
The Lokken Investment Group, LLC February 2013 - Present
Merrill Lynch April 2008 - February 2013
Verizon 1984 - 2007
Education
The Johns Hopkins University - Carey Business School 1993 — 1996
Master of Science (MS), Business Administration and Management, General
University of Pennsylvania - The Wharton School 1998 — 1998
Leadership Challenge, Leadership
University of Maryland College Park 1980 — 1984
Bachelor's, Marketing
Trevor Baier Trevor Baier's Merrill Lynch Experience September 2013 - June 2014
Job Associate at Argus Information and Advisory Services
Industry Financial Services
Experience
Argus Information and Advisory Services May 2015 - Present
Argus Information and Advisory Services June 2014 - May 2015
Merrill Lynch September 2013 - June 2014
PJC Holdings May 2013 - August 2013
Oppenheimer & Co. August 2012 - May 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Metro Cuisine Catering May 2008 - May 2012
Skills
Management, Marketing, Economics, Microsoft Excel, Research, Financial Modeling, Technical Analysis, Team Leadership, Financial Analysis, Entrepreneurship, Fundamental Analysis, PowerPoint, Microsoft Word, Social Media, Public Speaking, Accounting, Group Leadership, Organization, Decision Sciences, Data Analysis, Microsoft SQL Server, Strategic Consulting, Big Data
Education
The King's College 2011 — 2014
Bachelor of Science (B.S.), Business Administration - Finance
The Ohio State University 2009 — 2011
Accounting and Finance
Argus Information and Advisory Services May 2015 - Present
Argus Information and Advisory Services June 2014 - May 2015
Merrill Lynch September 2013 - June 2014
PJC Holdings May 2013 - August 2013
Oppenheimer & Co. August 2012 - May 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Metro Cuisine Catering May 2008 - May 2012
Skills
Management, Marketing, Economics, Microsoft Excel, Research, Financial Modeling, Technical Analysis, Team Leadership, Financial Analysis, Entrepreneurship, Fundamental Analysis, PowerPoint, Microsoft Word, Social Media, Public Speaking, Accounting, Group Leadership, Organization, Decision Sciences, Data Analysis, Microsoft SQL Server, Strategic Consulting, Big Data
Education
The King's College 2011 — 2014
Bachelor of Science (B.S.), Business Administration - Finance
The Ohio State University 2009 — 2011
Accounting and Finance
Danielle Giovinazzi Smith Danielle Giovinazzi Smith's Merrill Lynch Experience May 2005 - April 2006
Job Director of Lease Administration at Savitt Partners LLC
Industry Real Estate
Experience
Savitt Partners LLC October 2009 - Present
Swig Equities April 2006 - October 2009
Merrill Lynch May 2005 - April 2006
Boston Properties July 1997 - May 2005
Skills
Real Estate, Property Management, Leases, Corporate Real Estate, Asset Managment, Commercial Real Estate, Lease Administration, Collections, Landlord/Tenant Matters, Real Estate Tax..., Project Management, Organization, Writing, Commercial Leasing, Tenant, Accounts Receivable, Management, Facilities Management, Accounting, MRI Software, Yardi, Landlords, Disposition
Education
New York Real Estate Institute
NY Real Estate Salesperson Licensing
University at Albany, SUNY 1994 — 1999
B.A., Theatre and English
The Juilliard School 1999 — 2000
Professional Stage Management Program
Savitt Partners LLC October 2009 - Present
Swig Equities April 2006 - October 2009
Merrill Lynch May 2005 - April 2006
Boston Properties July 1997 - May 2005
Skills
Real Estate, Property Management, Leases, Corporate Real Estate, Asset Managment, Commercial Real Estate, Lease Administration, Collections, Landlord/Tenant Matters, Real Estate Tax..., Project Management, Organization, Writing, Commercial Leasing, Tenant, Accounts Receivable, Management, Facilities Management, Accounting, MRI Software, Yardi, Landlords, Disposition
Education
New York Real Estate Institute
NY Real Estate Salesperson Licensing
University at Albany, SUNY 1994 — 1999
B.A., Theatre and English
The Juilliard School 1999 — 2000
Professional Stage Management Program
Bella Belanich Bella Belanich's Merrill Lynch Experience May 2012 - August 2012
Job Student at Wake Forest University
Industry Investment Banking
Experience
Belltower Books April 2011 - Present
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, HTML, English
Education
Wake Forest University 2010 — 2014
Bachelor of Science (B.S.), Mathematical Economics
University of Cambridge 2013 — 2014
Study Abroad Program
London School of Economics and Political Science 2013 — 2014
Study Abroad Program
Belltower Books April 2011 - Present
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, HTML, English
Education
Wake Forest University 2010 — 2014
Bachelor of Science (B.S.), Mathematical Economics
University of Cambridge 2013 — 2014
Study Abroad Program
London School of Economics and Political Science 2013 — 2014
Study Abroad Program
Wesley Panek Wesley Panek's Merrill Lynch Experience June 2012 - August 2012
Job Strategy and Operations Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte 2013 - Present
American Enterprise Institute September 2012 - December 2012
Merrill Lynch June 2012 - August 2012
MicroRate June 2012 - August 2012
MetLife January 2012 - May 2012
Education
The Johns Hopkins University 2007 — 2013
Bachelor of Arts (B.A.), Economics
Deloitte 2013 - Present
American Enterprise Institute September 2012 - December 2012
Merrill Lynch June 2012 - August 2012
MicroRate June 2012 - August 2012
MetLife January 2012 - May 2012
Education
The Johns Hopkins University 2007 — 2013
Bachelor of Arts (B.A.), Economics
Scott Siemens's Merrill Lynch Experience January 2011 - May 2011
Job Research Associate at Marketfield Asset Management LLC
Industry Financial Services
Experience
Marketfield Asset Management, LLC May 2011 - Present
Merrill Lynch January 2011 - May 2011
Dish Network May 2010 - August 2010
Education
Vanderbilt University 2007 — 2011
BA, Economics major, Financial Economics minor
London School of Economics and Political Science 2009 — 2009
Financial Markets and Instruments; Development Economics
DuPont Manual High School 2003 — 2007
Diploma, Math, Science & Technology Magnet Program
Marketfield Asset Management, LLC May 2011 - Present
Merrill Lynch January 2011 - May 2011
Dish Network May 2010 - August 2010
Education
Vanderbilt University 2007 — 2011
BA, Economics major, Financial Economics minor
London School of Economics and Political Science 2009 — 2009
Financial Markets and Instruments; Development Economics
DuPont Manual High School 2003 — 2007
Diploma, Math, Science & Technology Magnet Program
Tommy Ahsan's Merrill Lynch Experience March 2015 - May 2015
Job Founder at Tutor Me Now
Industry Financial Services
Experience
Tutor Me Now August 2015 - Present
World Financial Group (WFG) July 2015 - Present
Merrill Lynch March 2015 - May 2015
Morgan Stanley June 2014 - August 2014
U.S. Senate Majority Leader Harry Reid June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Microsoft Office, Microsoft Technologies, Microsoft Word, Public Speaking, PowerPoint, Leadership, Microsoft Excel, Teaching, Social Media, Higher Education, Social Networking, Reuters, 3D, Financial Analysis, Risk Assessment, Financial Modeling, Leveraged Finance
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The London School of Economics and Political Science (LSE) 2014 — 2014
Bachelor of Business Administration (BBA), Financial Derivatives and Stochastic Asset Pricing
The Meadows
Tutor Me Now August 2015 - Present
World Financial Group (WFG) July 2015 - Present
Merrill Lynch March 2015 - May 2015
Morgan Stanley June 2014 - August 2014
U.S. Senate Majority Leader Harry Reid June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Microsoft Office, Microsoft Technologies, Microsoft Word, Public Speaking, PowerPoint, Leadership, Microsoft Excel, Teaching, Social Media, Higher Education, Social Networking, Reuters, 3D, Financial Analysis, Risk Assessment, Financial Modeling, Leveraged Finance
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The London School of Economics and Political Science (LSE) 2014 — 2014
Bachelor of Business Administration (BBA), Financial Derivatives and Stochastic Asset Pricing
The Meadows
Keith A. Rhodus Keith A. Rhodus's Merrill Lynch Experience 2006 - 2010
Job Founder at Clare Market Investments, LLC, Dallas, High Net Worth, Family Office, Independent Investment Advisor
Industry Financial Services
Experience
Clare Market Investments, LLC 2012 - Present
Neuberger Berman 2010 - 2012
Merrill Lynch 2006 - 2010
Smith Barney 2004 - 2006
Education
London School of Economics and Political Science
MSc
University of Southern California
MA
University of Southern California
BA
Clare Market Investments, LLC 2012 - Present
Neuberger Berman 2010 - 2012
Merrill Lynch 2006 - 2010
Smith Barney 2004 - 2006
Education
London School of Economics and Political Science
MSc
University of Southern California
MA
University of Southern California
BA
Katie Sprich's Merrill Lynch Experience May 2010 - August 2010
Job IT Financial Analyst at Exelon
Industry Utilities
Experience
Exelon June 2015 - Present
Navigant Capital Advisors July 2011 - May 2015
Merrill Lynch May 2010 - August 2010
Skills
Excel, PowerPoint, Word, Microsoft Word, Microsoft Excel, Corporate Finance, Auditing, Financial Modeling, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BA, Finance
London School of Economics and Political Science 2009 — 2009
Summer School
Exelon June 2015 - Present
Navigant Capital Advisors July 2011 - May 2015
Merrill Lynch May 2010 - August 2010
Skills
Excel, PowerPoint, Word, Microsoft Word, Microsoft Excel, Corporate Finance, Auditing, Financial Modeling, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BA, Finance
London School of Economics and Political Science 2009 — 2009
Summer School
Jennifer Portnow Jennifer Portnow's Merrill Lynch Experience May 2008 - Present
Job Senior IT Specialist at Banc of America Investments
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
Freelance Software Developer March 2006 - April 2008
Profits4Purpose August 2005 - February 2006
Education
The Juilliard School 2000 — 2004
Bachelor of Fine Arts, Dance Division.
Merrill Lynch May 2008 - Present
Freelance Software Developer March 2006 - April 2008
Profits4Purpose August 2005 - February 2006
Education
The Juilliard School 2000 — 2004
Bachelor of Fine Arts, Dance Division.
Larry Minogue Larry Minogue's Merrill Lynch Experience May 1987 - April 1991
Job Certified Financial Planner
Industry Investment Management
Experience
FMB Wealth Management May 1996 - Present
Invest Financial May 1991 - April 1995
Merrill Lynch May 1987 - April 1991
Deloitte Haskins & Sells July 1983 - April 1987
Education
The Ohio State University 1978 — 1983
BS/BA, Accounting and Marketing
FMB Wealth Management May 1996 - Present
Invest Financial May 1991 - April 1995
Merrill Lynch May 1987 - April 1991
Deloitte Haskins & Sells July 1983 - April 1987
Education
The Ohio State University 1978 — 1983
BS/BA, Accounting and Marketing
Pedro Parjus's Merrill Lynch Experience May 2012 - July 2012
Job Associate at TPG Capital
Industry Venture Capital & Private Equity
Experience
TPG Capital August 2015 - Present
BlackRock August 2013 - July 2015
Balboa Bank & Trust August 2012 - August 2012
Merrill Lynch May 2012 - July 2012
Merrill Lynch September 2011 - December 2011
MassMutual Financial Group May 2011 - August 2011
Bamerica Corporation May 2010 - August 2010
Kurzban, Kurzban, Weinger, & Tetzelli LLP June 2009 - August 2009
Skills
Financial Services, Sales, Asset Management, Asset Allocation, Corporate Finance, Microsoft Office, Data Analysis, UCITS, Private Equity, Venture Capital, Offshore Wealth, Alternative Investments, Microsoft Excel, PowerPoint, Finance
Education
Vanderbilt University 2009 — 2012
Bachelor's, Economics, Finance, Corporate Strategy
London School of Economics and Political Science 2011 — 2011
University School of Nova Southeastern University 2005 — 2009
Diploma
TPG Capital August 2015 - Present
BlackRock August 2013 - July 2015
Balboa Bank & Trust August 2012 - August 2012
Merrill Lynch May 2012 - July 2012
Merrill Lynch September 2011 - December 2011
MassMutual Financial Group May 2011 - August 2011
Bamerica Corporation May 2010 - August 2010
Kurzban, Kurzban, Weinger, & Tetzelli LLP June 2009 - August 2009
Skills
Financial Services, Sales, Asset Management, Asset Allocation, Corporate Finance, Microsoft Office, Data Analysis, UCITS, Private Equity, Venture Capital, Offshore Wealth, Alternative Investments, Microsoft Excel, PowerPoint, Finance
Education
Vanderbilt University 2009 — 2012
Bachelor's, Economics, Finance, Corporate Strategy
London School of Economics and Political Science 2011 — 2011
University School of Nova Southeastern University 2005 — 2009
Diploma
Dan Parolin Dan Parolin's Merrill Lynch Experience June 2009 - August 2009
Job Emerging Markets Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2011 - Present
JPMorgan Chase June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Investments, Emerging Markets, Social Media, Financial Analysis, Management, Marketing
Education
Villanova University 2007 — 2011
BS, Economics and Finance
The London School of Economics and Political Science (LSE) 2010 — 2010
Economics
JPMorgan Chase October 2011 - Present
JPMorgan Chase June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Investments, Emerging Markets, Social Media, Financial Analysis, Management, Marketing
Education
Villanova University 2007 — 2011
BS, Economics and Finance
The London School of Economics and Political Science (LSE) 2010 — 2010
Economics
Matthieu Baumann's Merrill Lynch Experience October 2013 - December 2013
Job Alternative Investment Services Analyst at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
Merrill Lynch October 2013 - December 2013
Emerson Network Power August 2013 - December 2013
JPMorgan Chase June 2013 - August 2013
Emerson Network Power October 2012 - May 2013
West Monroe Partners July 2012 - November 2012
The Ohio State University June 2011 - June 2012
Serac Group December 2010 - January 2011
Skills
Engineering, Research, Statistics, Consulting, SPC, Continuous Improvement, Process Engineering, Design of Experiments, Minitab, Lean Manufacturing, Kaizen, 5S, Root Cause Analysis, Six Sigma, Project Management, Teamwork, Leadership, FMEA, Value Stream Mapping, Data Analysis, DMAIC, Business Process, Industrial Engineering, Manufacturing...
Education
The Ohio State University 2008 — 2013
Bachelor of Science (BS), Industrial Engineering
The Ohio State University 2008 — 2013
Bachelor of Engineering (B.E.), Industrial Engineering
J.P. Morgan February 2014 - Present
Merrill Lynch October 2013 - December 2013
Emerson Network Power August 2013 - December 2013
JPMorgan Chase June 2013 - August 2013
Emerson Network Power October 2012 - May 2013
West Monroe Partners July 2012 - November 2012
The Ohio State University June 2011 - June 2012
Serac Group December 2010 - January 2011
Skills
Engineering, Research, Statistics, Consulting, SPC, Continuous Improvement, Process Engineering, Design of Experiments, Minitab, Lean Manufacturing, Kaizen, 5S, Root Cause Analysis, Six Sigma, Project Management, Teamwork, Leadership, FMEA, Value Stream Mapping, Data Analysis, DMAIC, Business Process, Industrial Engineering, Manufacturing...
Education
The Ohio State University 2008 — 2013
Bachelor of Science (BS), Industrial Engineering
The Ohio State University 2008 — 2013
Bachelor of Engineering (B.E.), Industrial Engineering
Donald Nelson Donald Nelson's Merrill Lynch Experience May 2014 - July 2014
Job Student at University of Miami
Industry Investment Management
Experience
Limelight Illumination December 2012 - April 2015
Self-Employed June 2011 - January 2015
Merrill Lynch May 2014 - July 2014
Skills
Foreign Languages, Entrepreneurship, International Relations, Time Management, Venture Capital, Market Research, Investments, Strategy, Leadership, Public Speaking, Valuation, Social Media Marketing, Customer Service, Start-ups, Equities
Education
University of Miami - School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
The London School of Economics and Political Science (LSE) 2015 — 2015
Alternative Investments (FM230)
Società Dante Alighieri 2013 — 2013
Italian Language and Literature
Université Paris Sorbonne (Paris IV) 2011 — 2012
French Language and Literature
Young Entrepreneur's Academy 2012 — 2013
Entrepreneurship/Entrepreneurial Studies
Saint Andrew's School 2009 — 2013
High School Diploma
Limelight Illumination December 2012 - April 2015
Self-Employed June 2011 - January 2015
Merrill Lynch May 2014 - July 2014
Skills
Foreign Languages, Entrepreneurship, International Relations, Time Management, Venture Capital, Market Research, Investments, Strategy, Leadership, Public Speaking, Valuation, Social Media Marketing, Customer Service, Start-ups, Equities
Education
University of Miami - School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
The London School of Economics and Political Science (LSE) 2015 — 2015
Alternative Investments (FM230)
Società Dante Alighieri 2013 — 2013
Italian Language and Literature
Université Paris Sorbonne (Paris IV) 2011 — 2012
French Language and Literature
Young Entrepreneur's Academy 2012 — 2013
Entrepreneurship/Entrepreneurial Studies
Saint Andrew's School 2009 — 2013
High School Diploma
Lin Xie Lin Xie's Merrill Lynch Experience August 2012 - Present
Job Global Wealth & Investment Management
Industry Investment Banking
Experience
Merrill Lynch August 2012 - Present
University of San Francisco October 2011 - August 2012
Left Bank LLC May 2011 - July 2012
Inditex March 2010 - January 2011
Best Buy October 2008 - March 2010
Skills
Microsoft Excel, Research, Financial Modeling, PowerPoint, Financial Analysis, Finance, Economics, Accounting, Investments, Portfolio Management, Corporate Finance, Bloomberg, Valuation, Fixed Income, Bloomberg Terminal
Education
University of San Francisco 2011 — 2012
Master's degree, Investor Relations
The Manchester Metropolitan University 2005 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Merrill Lynch August 2012 - Present
University of San Francisco October 2011 - August 2012
Left Bank LLC May 2011 - July 2012
Inditex March 2010 - January 2011
Best Buy October 2008 - March 2010
Skills
Microsoft Excel, Research, Financial Modeling, PowerPoint, Financial Analysis, Finance, Economics, Accounting, Investments, Portfolio Management, Corporate Finance, Bloomberg, Valuation, Fixed Income, Bloomberg Terminal
Education
University of San Francisco 2011 — 2012
Master's degree, Investor Relations
The Manchester Metropolitan University 2005 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Mathian Vali Mathian Vali's Merrill Lynch Experience June 2012 - November 2012
Job Fixed Income Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Alpha Zeta Consulting August 2012 - May 2015
Moore Europe Capital Management June 2014 - August 2014
USC Department of Finance and Business Economics February 2012 - September 2013
Pantheon Business Consulting February 2013 - August 2013
Merrill Lynch June 2012 - November 2012
Business Leaders Association at Pardee September 2011 - May 2012
Airblue May 2011 - July 2011
Gigatron Software Corporation October 2010 - May 2011
Skills
Research, Data Analysis, Project Management, Management, Market Research, Economics, Microsoft Office, Marketing, CRM, C++, SAS, Stata, Minitab, Salesforce.com, Cloud Applications, Google Apps, Leadership, PowerPoint, Microsoft Word
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration, Cumulative GPA: 3.76
University of Southern California 2011 — 2015
Bachelor of Arts (BA), Economics, Major GPA: 3.90
London School of Economics and Political Science 2013 — 2014
Bachelor of Science (BSc), Economics, Upper Second
Fidelity Investments July 2015 - Present
Alpha Zeta Consulting August 2012 - May 2015
Moore Europe Capital Management June 2014 - August 2014
USC Department of Finance and Business Economics February 2012 - September 2013
Pantheon Business Consulting February 2013 - August 2013
Merrill Lynch June 2012 - November 2012
Business Leaders Association at Pardee September 2011 - May 2012
Airblue May 2011 - July 2011
Gigatron Software Corporation October 2010 - May 2011
Skills
Research, Data Analysis, Project Management, Management, Market Research, Economics, Microsoft Office, Marketing, CRM, C++, SAS, Stata, Minitab, Salesforce.com, Cloud Applications, Google Apps, Leadership, PowerPoint, Microsoft Word
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration, Cumulative GPA: 3.76
University of Southern California 2011 — 2015
Bachelor of Arts (BA), Economics, Major GPA: 3.90
London School of Economics and Political Science 2013 — 2014
Bachelor of Science (BSc), Economics, Upper Second
David Pogoda David Pogoda's Merrill Lynch Experience April 2007 - April 2008
Job Evolution Media Capital
Industry Investment Banking
Experience
Evolution Media Capital April 2008 - Present
Merrill Lynch April 2007 - April 2008
Cerberus Capital Management July 2002 - March 2007
Skills
Financial Analysis, Corporate Finance, Venture Capital, Mergers & Acquisitions, Private Equity, Due Diligence, Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Development, Investments
Education
University of Maryland College Park 1998 — 2002
BA, Finance
London School of Economics and Political Science 2000 — 2001
General Course, Finance and Economics
Evolution Media Capital April 2008 - Present
Merrill Lynch April 2007 - April 2008
Cerberus Capital Management July 2002 - March 2007
Skills
Financial Analysis, Corporate Finance, Venture Capital, Mergers & Acquisitions, Private Equity, Due Diligence, Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Development, Investments
Education
University of Maryland College Park 1998 — 2002
BA, Finance
London School of Economics and Political Science 2000 — 2001
General Course, Finance and Economics
Daniel Fallon's Merrill Lynch Experience June 2014 - August 2014
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet June 2015 - Present
Merrill Lynch June 2014 - August 2014
Cline Davis & Mann June 2014 - August 2014
Qvoice Inc June 2013 - August 2013
RuffaloCODY February 2013 - May 2013
Fallon Medica, LLC June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Research, Teamwork, Customer Service, English, Facebook, Data Analysis, Time Management
Education
Villanova University 2011 — 2015
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer Program, The International Business Environment
FactSet June 2015 - Present
Merrill Lynch June 2014 - August 2014
Cline Davis & Mann June 2014 - August 2014
Qvoice Inc June 2013 - August 2013
RuffaloCODY February 2013 - May 2013
Fallon Medica, LLC June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Research, Teamwork, Customer Service, English, Facebook, Data Analysis, Time Management
Education
Villanova University 2011 — 2015
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Summer Program, The International Business Environment
jeffrey acuff's Merrill Lynch Experience
Job Financial Advisor Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Wealth Management, Investments, Retirement Planning, Wealth, Estate Planning, Financial Planning, Retirement, Series 7, Equities, Financial Advisory, Asset Management, Investment Banking, Portfolio Management, Trading, Asset, High Net Worth..., Options, Securities, Fixed Income, Hedge Funds, Portfolios, Asset Allocation, Credit, Bonds, Mutual Funds, Economics, 401k, Investment Strategies, Derivatives, Debt, Risk, Banking, Licensing, Alternative Investments, Valuation, Loans, Insurance, Stocks, Mortgage, Stock, Corporate Finance, Investors, Cash Management, Compliance
Education
The Ohio State University
Merrill Lynch
Skills
Wealth Management, Investments, Retirement Planning, Wealth, Estate Planning, Financial Planning, Retirement, Series 7, Equities, Financial Advisory, Asset Management, Investment Banking, Portfolio Management, Trading, Asset, High Net Worth..., Options, Securities, Fixed Income, Hedge Funds, Portfolios, Asset Allocation, Credit, Bonds, Mutual Funds, Economics, 401k, Investment Strategies, Derivatives, Debt, Risk, Banking, Licensing, Alternative Investments, Valuation, Loans, Insurance, Stocks, Mortgage, Stock, Corporate Finance, Investors, Cash Management, Compliance
Education
The Ohio State University
Grant Kugler Grant Kugler's Merrill Lynch Experience May 2012 - July 2012
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays Investment Bank June 2014 - August 2014
Armored Wolf LLC July 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Bloomberg LP June 2010 - August 2010
Bloomberg LP June 2009 - August 2009
Education
University of Michigan 2011 — 2015
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer Program, Management
Westminster School 2007 — 2011
High School Diploma, Magna Cum Laude
Barclays Investment Bank June 2014 - August 2014
Armored Wolf LLC July 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Bloomberg LP June 2010 - August 2010
Bloomberg LP June 2009 - August 2009
Education
University of Michigan 2011 — 2015
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer Program, Management
Westminster School 2007 — 2011
High School Diploma, Magna Cum Laude
Antonia Acquistapace Antonia Acquistapace's Merrill Lynch Experience June 2012 - August 2012
Job Financial Analyst at ICONIQ Capital
Industry Venture Capital & Private Equity
Experience
ICONIQ Capital July 2015 - Present
J.P. Morgan May 2014 - August 2014
Berkeley Investment Group May 2013 - May 2014
Scharf Investments LLC May 2013 - June 2013
Associated Students of the University of California May 2012 - May 2013
Merrill Lynch June 2012 - August 2012
HealthyOut June 2012 - August 2012
Skills
Financial Modeling, DCF Valuation, Business Analysis, Microsoft Excel, Adobe Creative Suite, Google Docs, Spanish-English, Running, Community Outreach, Economics, Financial Analysis, Analysis, Lean Fundamentals, Research
Education
University of California, Berkeley 2011 — 2015
Bachelor’s Degree, Business Administration, Alumnus
London School of Economics and Political Science
Fixed Income & Debt Markets, Financial Markets
Carondelet High School 2007 — 2011
ICONIQ Capital July 2015 - Present
J.P. Morgan May 2014 - August 2014
Berkeley Investment Group May 2013 - May 2014
Scharf Investments LLC May 2013 - June 2013
Associated Students of the University of California May 2012 - May 2013
Merrill Lynch June 2012 - August 2012
HealthyOut June 2012 - August 2012
Skills
Financial Modeling, DCF Valuation, Business Analysis, Microsoft Excel, Adobe Creative Suite, Google Docs, Spanish-English, Running, Community Outreach, Economics, Financial Analysis, Analysis, Lean Fundamentals, Research
Education
University of California, Berkeley 2011 — 2015
Bachelor’s Degree, Business Administration, Alumnus
London School of Economics and Political Science
Fixed Income & Debt Markets, Financial Markets
Carondelet High School 2007 — 2011
Leo Wang's Merrill Lynch Experience 2009 - 2009
Job Early Stage Investor
Industry Financial Services
Experience
McKinsey & Company 2012 - 2014
London School of Economics 2010 - 2012
Clinton Foundation 2010 - 2010
Merrill Lynch 2009 - 2009
Education
London School of Economics and Political Science 2010 — 2012
Master of Public Administration, Public Policy & Economics
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science, Finance
The Lawrenceville School 2002 — 2006
McKinsey & Company 2012 - 2014
London School of Economics 2010 - 2012
Clinton Foundation 2010 - 2010
Merrill Lynch 2009 - 2009
Education
London School of Economics and Political Science 2010 — 2012
Master of Public Administration, Public Policy & Economics
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science, Finance
The Lawrenceville School 2002 — 2006
Kristofer Gordon Kristofer Gordon's Merrill Lynch Experience June 2012 - August 2013
Job Financial Analyst at Floridian College Planning Resources
Industry Financial Services
Experience
Nationwide Financial April 2015 - Present
Floridian College Planning Resources September 2013 - April 2015
Merrill Lynch June 2012 - August 2013
Education
The Ohio State University
Economics
Nationwide Financial April 2015 - Present
Floridian College Planning Resources September 2013 - April 2015
Merrill Lynch June 2012 - August 2013
Education
The Ohio State University
Economics
Curtis Robbins's Merrill Lynch Experience September 2012 - December 2012
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
University of Richmond September 2014 - May 2015
Citi June 2014 - August 2014
Marriott & Co. September 2013 - December 2013
Bloomberg LP May 2013 - May 2013
ITG January 2013 - January 2013
Merrill Lynch September 2012 - December 2012
Morgan Stanley Smith Barney May 2012 - August 2012
Brae Burn Country Club Tennis Department June 2011 - August 2011
The Stone Institute October 2008 - July 2009
Skills
Microsoft Office, Stock Trading, PowerPoint, Bloomberg Terminal, Excel, Word, Access, Teamwork, Microsoft Word, Microsoft Excel, Investments, Corporate Finance, Financial Analysis, Finance, Customer Service, Wealth Management, Economics
Education
University of Richmond 2011 — 2015
Bachelor of Science in Business Administration, Economics; Finance, Cum Laude
London School of Economics and Political Science 2013 — 2013
Took course in July 2013: Business Analysis & Valuation
Newton South High School 2007 — 2011
Moelis & Company July 2015 - Present
University of Richmond September 2014 - May 2015
Citi June 2014 - August 2014
Marriott & Co. September 2013 - December 2013
Bloomberg LP May 2013 - May 2013
ITG January 2013 - January 2013
Merrill Lynch September 2012 - December 2012
Morgan Stanley Smith Barney May 2012 - August 2012
Brae Burn Country Club Tennis Department June 2011 - August 2011
The Stone Institute October 2008 - July 2009
Skills
Microsoft Office, Stock Trading, PowerPoint, Bloomberg Terminal, Excel, Word, Access, Teamwork, Microsoft Word, Microsoft Excel, Investments, Corporate Finance, Financial Analysis, Finance, Customer Service, Wealth Management, Economics
Education
University of Richmond 2011 — 2015
Bachelor of Science in Business Administration, Economics; Finance, Cum Laude
London School of Economics and Political Science 2013 — 2013
Took course in July 2013: Business Analysis & Valuation
Newton South High School 2007 — 2011
Brandon Barron Brandon Barron's Merrill Lynch Experience March 2011 - June 2011
Job Consultant PC at Deloitte
Industry Financial Services
Experience
Deloitte January 2013 - Present
Asset Management Strategies, Inc. July 2012 - September 2012
UW Investment Club January 2011 - September 2012
Merrill Lynch March 2011 - June 2011
Liberty Mutual Insurance June 2010 - August 2010
Pacific Real Estate Partners June 2009 - September 2009
Skills
Financial Modeling, Investments, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Valuation, Data Analysis, Outlook, Marketing, Strategic Planning, Bloomberg Terminal, Accounting, Quantitative Analytics, Market Research, Research, Finance, VBA, Social Media, Analysis
Education
University of Washington, Michael G. Foster School of Business 2008 — 2012
Bachelor of Arts, Business Administration; Finance and Entrepreneurship Concentration
London School of Economics and Political Science 2011 — 2011
Study Abroad, Financial Markets, and Business Evaluation
Deloitte January 2013 - Present
Asset Management Strategies, Inc. July 2012 - September 2012
UW Investment Club January 2011 - September 2012
Merrill Lynch March 2011 - June 2011
Liberty Mutual Insurance June 2010 - August 2010
Pacific Real Estate Partners June 2009 - September 2009
Skills
Financial Modeling, Investments, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Valuation, Data Analysis, Outlook, Marketing, Strategic Planning, Bloomberg Terminal, Accounting, Quantitative Analytics, Market Research, Research, Finance, VBA, Social Media, Analysis
Education
University of Washington, Michael G. Foster School of Business 2008 — 2012
Bachelor of Arts, Business Administration; Finance and Entrepreneurship Concentration
London School of Economics and Political Science 2011 — 2011
Study Abroad, Financial Markets, and Business Evaluation
Camyar Matini Camyar Matini's Merrill Lynch Experience June 2015 - August 2015
Job Economics Major at Yale University
Industry
Experience
Merrill Lynch June 2015 - August 2015
Maryland House of Delegates May 2014 - July 2014
Skills
Public Speaking, Business Analysis, Strategic Planning, Social Media, Leadership, Microsoft Office
Education
Yale University 2013 — 2017
Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Public Finance
St. Albans School 2004 — 2013
Merrill Lynch June 2015 - August 2015
Maryland House of Delegates May 2014 - July 2014
Skills
Public Speaking, Business Analysis, Strategic Planning, Social Media, Leadership, Microsoft Office
Education
Yale University 2013 — 2017
Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Public Finance
St. Albans School 2004 — 2013
Michael E Johnson Michael E Johnson's Merrill Lynch Experience June 2005 - May 2008
Job Managing Partner & Head of Research, Gurtin Fixed Income Management, LLC
Industry Financial Services
Experience
Gurtin Fixed Income Management, LLC May 2008 - Present
Merrill Lynch June 2005 - May 2008
Moody's Investors Service September 1998 - June 2005
Skills
Fixed Income, Bonds, Credit Analysis, Fixed Income Analysis, Investments, Capital Markets, Bloomberg, Financial Analysis, Securities, Credit Derivatives, Public Finance, High Yield, Portfolio Management
Education
New School University 1995 — 1997
M.S., Urban Policy Analysis and Management
University of California, Riverside 1989 — 1993
B.A., Ethnic Studies
Gurtin Fixed Income Management, LLC May 2008 - Present
Merrill Lynch June 2005 - May 2008
Moody's Investors Service September 1998 - June 2005
Skills
Fixed Income, Bonds, Credit Analysis, Fixed Income Analysis, Investments, Capital Markets, Bloomberg, Financial Analysis, Securities, Credit Derivatives, Public Finance, High Yield, Portfolio Management
Education
New School University 1995 — 1997
M.S., Urban Policy Analysis and Management
University of California, Riverside 1989 — 1993
B.A., Ethnic Studies
Erin Simpson Erin Simpson's Merrill Lynch Experience February 2006 - December 2007
Job Vice President
Industry Financial Services
Experience
Wilshire Associates June 2013 - Present
OmniVista Solutions; Winter Rock Consulting April 2012 - June 2013
Risk Fundamentals January 2008 - March 2012
Merrill Lynch February 2006 - December 2007
Kenmar Global Investments October 2004 - January 2006
Space Telescope Science Institute September 2001 - September 2004
Skills
Risk Management, Portfolio Management, Financial Risk, Asset Managment, Hedge Funds, Quantitative Analytics, Financial Analysis, Microsoft Excel, Equity Research, Capital Markets, Equities, Options, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Due Diligence, Alternative Investments
Education
The Johns Hopkins University - Carey Business School 2002 — 2005
Master of Science (MS), Information Technology
Yale University 1997 — 2001
Bachelor of Science (BS), Astronomy and Physics
Wilshire Associates June 2013 - Present
OmniVista Solutions; Winter Rock Consulting April 2012 - June 2013
Risk Fundamentals January 2008 - March 2012
Merrill Lynch February 2006 - December 2007
Kenmar Global Investments October 2004 - January 2006
Space Telescope Science Institute September 2001 - September 2004
Skills
Risk Management, Portfolio Management, Financial Risk, Asset Managment, Hedge Funds, Quantitative Analytics, Financial Analysis, Microsoft Excel, Equity Research, Capital Markets, Equities, Options, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Due Diligence, Alternative Investments
Education
The Johns Hopkins University - Carey Business School 2002 — 2005
Master of Science (MS), Information Technology
Yale University 1997 — 2001
Bachelor of Science (BS), Astronomy and Physics
Barbara Quandt Barbara Quandt's Merrill Lynch Experience July 2002 - September 2002
Job Vice President at HarbourVest Partners
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners June 2008 - Present
Goldman Sachs July 2004 - June 2008
Goldman Sachs August 2006 - July 2007
Deutsche Bank July 2003 - September 2003
Merrill Lynch July 2002 - September 2002
Skills
Private Equity, LBO, Investment Banking, Valuation, M&A experience, Financial Modeling, Emerging Markets, Venture Capital, Corporate Finance, Capital Markets, Alternative Investments, Due Diligence, Start-ups, Capital Structure, Deal Sourcing, Deal Execution, Growth Capital, Business Valuation, Asset Management, Corporate Development, Financial Structuring, Mergers, Portfolio Management
Education
LSE // Chicago Business School 2003 — 2004
Master of Science (MSc) with Distinction, Business Administration and Management, General, Distinction
The London School of Economics and Political Science (LSE) 2001 — 2003
Bachelor of Science (BS) with First Class Honours, Managment, First Class Honors
University of Passau 1999 — 2001
Diploma, Business Administration and Management, General
HarbourVest Partners June 2008 - Present
Goldman Sachs July 2004 - June 2008
Goldman Sachs August 2006 - July 2007
Deutsche Bank July 2003 - September 2003
Merrill Lynch July 2002 - September 2002
Skills
Private Equity, LBO, Investment Banking, Valuation, M&A experience, Financial Modeling, Emerging Markets, Venture Capital, Corporate Finance, Capital Markets, Alternative Investments, Due Diligence, Start-ups, Capital Structure, Deal Sourcing, Deal Execution, Growth Capital, Business Valuation, Asset Management, Corporate Development, Financial Structuring, Mergers, Portfolio Management
Education
LSE // Chicago Business School 2003 — 2004
Master of Science (MSc) with Distinction, Business Administration and Management, General, Distinction
The London School of Economics and Political Science (LSE) 2001 — 2003
Bachelor of Science (BS) with First Class Honours, Managment, First Class Honors
University of Passau 1999 — 2001
Diploma, Business Administration and Management, General
Martin Rogulja Martin Rogulja's Merrill Lynch Experience August 2008 - November 2008
Job Manager Business Consulting, Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets October 2012 - Present
Gelber Group LLC February 2011 - November 2012
110 Consulting May 2010 - March 2011
Pocock Rowing Center October 2009 - July 2010
Linksbridge February 2010 - May 2010
Re-Vision Labs June 2009 - November 2009
Merrill Lynch August 2008 - November 2008
Skills
Equities, Investments, Strategy, Trading, Business Development, Analysis, Financial Markets, Social Media, Access, Asset Management, Business Strategy, Risk Management, Capital Markets, Management
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc, Development Economics
University of Washington 2002 — 2005
B.A, International Studies - Track; Political Economy
Sapient Global Markets October 2012 - Present
Gelber Group LLC February 2011 - November 2012
110 Consulting May 2010 - March 2011
Pocock Rowing Center October 2009 - July 2010
Linksbridge February 2010 - May 2010
Re-Vision Labs June 2009 - November 2009
Merrill Lynch August 2008 - November 2008
Skills
Equities, Investments, Strategy, Trading, Business Development, Analysis, Financial Markets, Social Media, Access, Asset Management, Business Strategy, Risk Management, Capital Markets, Management
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc, Development Economics
University of Washington 2002 — 2005
B.A, International Studies - Track; Political Economy
Brian Bernstein's Merrill Lynch Experience May 2012 - July 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America June 2014 - August 2014
PNC Bank May 2013 - August 2013
Merrill Lynch May 2012 - July 2012
J.Crew April 2012 - July 2012
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, Microsoft Word, Analysis, Business Strategy, Portfolio Management, Economics, Finance, Due Diligence, Teamwork, Leadership, Research
Education
Vanderbilt University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Financial Economics, Corporate Strategy, GPA: 3.85/4.0 ; GMAT: 730
Universidad Pablo de Olavide 2013 — 2013
International Economics, Spanish
London School of Economics and Political Science 2012 — 2012
International Business
Mercer Island High School 2007 — 2011
3.94/4.0
Bank of America Merrill Lynch July 2015 - Present
Bank of America June 2014 - August 2014
PNC Bank May 2013 - August 2013
Merrill Lynch May 2012 - July 2012
J.Crew April 2012 - July 2012
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, Microsoft Word, Analysis, Business Strategy, Portfolio Management, Economics, Finance, Due Diligence, Teamwork, Leadership, Research
Education
Vanderbilt University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Financial Economics, Corporate Strategy, GPA: 3.85/4.0 ; GMAT: 730
Universidad Pablo de Olavide 2013 — 2013
International Economics, Spanish
London School of Economics and Political Science 2012 — 2012
International Business
Mercer Island High School 2007 — 2011
3.94/4.0
Ian McNerney's Merrill Lynch Experience May 2014 - August 2014
Job AnalystGlobal Real Estate at TIAACREF
Industry Investment Management
Experience
TIAA-CREF July 2015 - Present
Merrill Lynch May 2014 - August 2014
Williamson Pool Company May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Finance, Event Planning, Economics, Financial Services, Portfolio Management, Financial Modeling, Financial Planning, Investments
Education
Wake Forest University 2011 — 2015
Bachelor's degree, Economics
The London School of Economics and Political Science (LSE)
International Politics Program, International Politics
The Potomac School 2007 — 2011
TIAA-CREF July 2015 - Present
Merrill Lynch May 2014 - August 2014
Williamson Pool Company May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Finance, Event Planning, Economics, Financial Services, Portfolio Management, Financial Modeling, Financial Planning, Investments
Education
Wake Forest University 2011 — 2015
Bachelor's degree, Economics
The London School of Economics and Political Science (LSE)
International Politics Program, International Politics
The Potomac School 2007 — 2011
Jamie Kim Jamie Kim's Merrill Lynch Experience January 2005 - January 2007
Job Corporate Development and Strategy
Industry Internet
Experience
E la Carte Inc. October 2014 - Present
Platinum Equity September 2013 - July 2014
California Technology Ventures July 2008 - September 2013
DealVC July 2008 - January 2012
JPMorgan January 2007 - July 2008
Merrill Lynch January 2005 - January 2007
Skills
Investments, Venture Capital, Financial Modeling, Private Equity, Business Development, Mergers, Valuation, Corporate Development, Entrepreneurship, Angel Investing, Due Diligence, Start-ups, Product Management, Strategy, Hedge Funds, Equity Research, Asset Management, Strategic Partnerships, Derivatives, Mergers & Acquisitions, M&A experience, Investment Management
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Entrepreneurial Management
University of California, Los Angeles
BA, Cum Laude, Political Science
London School of Economics and Political Science
Coursework in Finance, E-Business Management
E la Carte Inc. October 2014 - Present
Platinum Equity September 2013 - July 2014
California Technology Ventures July 2008 - September 2013
DealVC July 2008 - January 2012
JPMorgan January 2007 - July 2008
Merrill Lynch January 2005 - January 2007
Skills
Investments, Venture Capital, Financial Modeling, Private Equity, Business Development, Mergers, Valuation, Corporate Development, Entrepreneurship, Angel Investing, Due Diligence, Start-ups, Product Management, Strategy, Hedge Funds, Equity Research, Asset Management, Strategic Partnerships, Derivatives, Mergers & Acquisitions, M&A experience, Investment Management
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Entrepreneurial Management
University of California, Los Angeles
BA, Cum Laude, Political Science
London School of Economics and Political Science
Coursework in Finance, E-Business Management
Cole Shields Cole Shields's Merrill Lynch Experience September 2013 - December 2013
Job Student at University of Southern California
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
RedHill Realty Investors May 2014 - August 2014
Jump Ventures February 2014 - May 2014
Merrill Lynch September 2013 - December 2013
Education
University of Southern California - Marshall School of Business 2012 — 2016
Bachelor's Degree, Finance, Accounting, Real Estate
The London School of Economics and Political Science (LSE)
Financial Markets
Piper Jaffray May 2015 - Present
RedHill Realty Investors May 2014 - August 2014
Jump Ventures February 2014 - May 2014
Merrill Lynch September 2013 - December 2013
Education
University of Southern California - Marshall School of Business 2012 — 2016
Bachelor's Degree, Finance, Accounting, Real Estate
The London School of Economics and Political Science (LSE)
Financial Markets
Jonathan Lanman's Merrill Lynch Experience June 2015 - Present
Job Summer Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch May 2014 - August 2014
USC Office of University Advancement May 2013 - July 2013
SHC Media May 2012 - August 2012
Skills
PowerPoint, Research, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking, Data Analysis, Financial Analysis, Economics, HTML, Financial Modeling, Business Strategy, Entrepreneurship, Statistics
Education
University of Southern California 2015 — 2016
Master's degree, Economics
University of Southern California 2011 — 2015
Dornsife College of Letters, Arts and Sciences Bachelor of Arts degree in Economics, Marshall School of Business minor in Accounting, USC Viterbi School of Engineering specialization in Web Development
The London School of Economics and Political Science (LSE) 2013 — 2013
Independent Study Abroad Program in the Economics of European Integration.
The University of Edinburgh 2011 — 2011
Independent Study Abroad Program in Economics.
The Taft School 2007 — 2011
Merrill Lynch June 2015 - Present
Merrill Lynch May 2014 - August 2014
USC Office of University Advancement May 2013 - July 2013
SHC Media May 2012 - August 2012
Skills
PowerPoint, Research, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking, Data Analysis, Financial Analysis, Economics, HTML, Financial Modeling, Business Strategy, Entrepreneurship, Statistics
Education
University of Southern California 2015 — 2016
Master's degree, Economics
University of Southern California 2011 — 2015
Dornsife College of Letters, Arts and Sciences Bachelor of Arts degree in Economics, Marshall School of Business minor in Accounting, USC Viterbi School of Engineering specialization in Web Development
The London School of Economics and Political Science (LSE) 2013 — 2013
Independent Study Abroad Program in the Economics of European Integration.
The University of Edinburgh 2011 — 2011
Independent Study Abroad Program in Economics.
The Taft School 2007 — 2011
Emily Kauls's Merrill Lynch Experience May 2012 - August 2012
Job Junior Underwriter at AXIS Capital
Industry Insurance
Experience
AXIS Capital Junior UnderwriterAXIS CapitalJuly 2015 - Present
Trinity College - Hartford September 2011 - May 2015
U.S. Bank June 2014 - August 2014
Trinity College September 2012 - May 2014
ADG Promotional Products May 2013 - July 2013
United Hospital System June 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Skills
Loyal, Dependable Team Player, Fast Learner, Logical Thinker, Microsoft Office, Communication Skills, Public Speaking, Social Media, Event Planning, Teamwork, Microsoft Word, Research, PowerPoint, Communication, Microsoft Excel, Customer Service, Social Networking
Education
Trinity College-Hartford 2011 — 2015
Bachelor's degree, Economics
London School of Economics and Political Science 2013 — 2013
Summer School, Economics
AXIS Capital Junior UnderwriterAXIS CapitalJuly 2015 - Present
Trinity College - Hartford September 2011 - May 2015
U.S. Bank June 2014 - August 2014
Trinity College September 2012 - May 2014
ADG Promotional Products May 2013 - July 2013
United Hospital System June 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Skills
Loyal, Dependable Team Player, Fast Learner, Logical Thinker, Microsoft Office, Communication Skills, Public Speaking, Social Media, Event Planning, Teamwork, Microsoft Word, Research, PowerPoint, Communication, Microsoft Excel, Customer Service, Social Networking
Education
Trinity College-Hartford 2011 — 2015
Bachelor's degree, Economics
London School of Economics and Political Science 2013 — 2013
Summer School, Economics
Timothy McCarty Timothy McCarty's Merrill Lynch Experience June 2011 - August 2011
Job Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan September 2015 - Present
Hanke-Guttridge Capital Management August 2014 - July 2015
J.P. Morgan June 2014 - August 2014
LG Capital Management March 2013 - July 2013
Stifel Financial Corp. July 2012 - March 2013
Middleton Gardiner Group, LLC August 2011 - June 2012
Merrill Lynch June 2011 - August 2011
MSG Promotions Inc. May 2011 - June 2011
Abington Memorial Hospital May 2010 - July 2010
MSG Promotions Inc. May 2009 - July 2009
Skills
Analysis, Leadership, Entrepreneurship, Investments, Portfolio Management, Equity Research, Economics, Asset Management, Investment Banking, Bloomberg, Valuation, Financial Modeling
Education
The Johns Hopkins University - Carey Business School 2013 — 2015
Master of Business Administration (MBA), Finance
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (B.A.) (With Honors & Phi Beta Kappa)), Economics
Germantown Academy 2005 — 2008
J.P. Morgan September 2015 - Present
Hanke-Guttridge Capital Management August 2014 - July 2015
J.P. Morgan June 2014 - August 2014
LG Capital Management March 2013 - July 2013
Stifel Financial Corp. July 2012 - March 2013
Middleton Gardiner Group, LLC August 2011 - June 2012
Merrill Lynch June 2011 - August 2011
MSG Promotions Inc. May 2011 - June 2011
Abington Memorial Hospital May 2010 - July 2010
MSG Promotions Inc. May 2009 - July 2009
Skills
Analysis, Leadership, Entrepreneurship, Investments, Portfolio Management, Equity Research, Economics, Asset Management, Investment Banking, Bloomberg, Valuation, Financial Modeling
Education
The Johns Hopkins University - Carey Business School 2013 — 2015
Master of Business Administration (MBA), Finance
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (B.A.) (With Honors & Phi Beta Kappa)), Economics
Germantown Academy 2005 — 2008
Qiaoyi (Joy) Ding's Merrill Lynch Experience September 2012 - December 2012
Job Student from The Johns Hopkins University Carey Business School
Industry Financial Services
Experience
East West Bank September 2014 - May 2015
Bank of America September 2013 - December 2013
Citi July 2013 - September 2013
Merrill Lynch September 2012 - December 2012
Tomberlin Group June 2012 - August 2012
CHINA CITIC BANK December 2011 - January 2012
Standard Chartered Bank June 2011 - August 2011
Skills
Mandarin, Microsoft Office, PowerPoint, Team Leadership, Action Oriented, Finance, Financial Analysis, Human Resources, Sales, Customer Service, Banking, Microsoft Excel, Analysis, Investments
Education
The Johns Hopkins University - Carey Business School 2015 — 2016
Master’s Degree, Finance, General
University of Wisconsin-Madison 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investment and Banking; Risk Management and Insurance
East West Bank September 2014 - May 2015
Bank of America September 2013 - December 2013
Citi July 2013 - September 2013
Merrill Lynch September 2012 - December 2012
Tomberlin Group June 2012 - August 2012
CHINA CITIC BANK December 2011 - January 2012
Standard Chartered Bank June 2011 - August 2011
Skills
Mandarin, Microsoft Office, PowerPoint, Team Leadership, Action Oriented, Finance, Financial Analysis, Human Resources, Sales, Customer Service, Banking, Microsoft Excel, Analysis, Investments
Education
The Johns Hopkins University - Carey Business School 2015 — 2016
Master’s Degree, Finance, General
University of Wisconsin-Madison 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investment and Banking; Risk Management and Insurance
Koichi Hiramoto Koichi Hiramoto's Merrill Lynch Experience April 1992 - August 1994
Job
Industry Financial Services
Experience
IFC - International Finance Corporation March 2010 - Present
ABN AMRO Bank N.V. February 1996 - August 1998
Lehman Brothers September 1994 - December 1995
Merrill Lynch April 1992 - August 1994
Skills
Sales Management, Investments, Emerging Markets, New Business Development, Corporate Finance, Investment Banking, Project Finance, International..., Financial Modeling, Capital Markets
Education
University of Oxford 1988 — 1990
Master of Philosophy (MPhil), Economics, Oriel Honor
London School of Economics and Political Science 1985 — 1988
Bachelor of Science (B.Sc.), Economics
United World College
IFC - International Finance Corporation March 2010 - Present
ABN AMRO Bank N.V. February 1996 - August 1998
Lehman Brothers September 1994 - December 1995
Merrill Lynch April 1992 - August 1994
Skills
Sales Management, Investments, Emerging Markets, New Business Development, Corporate Finance, Investment Banking, Project Finance, International..., Financial Modeling, Capital Markets
Education
University of Oxford 1988 — 1990
Master of Philosophy (MPhil), Economics, Oriel Honor
London School of Economics and Political Science 1985 — 1988
Bachelor of Science (B.Sc.), Economics
United World College
Heidi L. Morris-Mosbacher, AAMS® Heidi L. Morris-Mosbacher, AAMS®'s Merrill Lynch Experience 2007 - 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2011 - Present
Payden & Rygel 2010 - 2011
Merrill Lynch 2007 - 2007
Skills
Investments, Portfolio Management, Asset Allocation, Analysis, Securities, Finance, Fixed Income, Asset Managment, Fixed Income Strategies
Education
London School of Economics and Political Science
General Course Programme
Washington University in St. Louis
B.A., Political Science, American Culture Studies, and Psychology
Edward Jones 2011 - Present
Payden & Rygel 2010 - 2011
Merrill Lynch 2007 - 2007
Skills
Investments, Portfolio Management, Asset Allocation, Analysis, Securities, Finance, Fixed Income, Asset Managment, Fixed Income Strategies
Education
London School of Economics and Political Science
General Course Programme
Washington University in St. Louis
B.A., Political Science, American Culture Studies, and Psychology
Katie Spillenkothen's Merrill Lynch Experience January 2004 - May 2004
Job International Development Professional
Industry International Trade and Development
Experience
Development and Training Services January 2015 - Present
Deloitte Consulting May 2009 - January 2015
BearingPoint May 2005 - May 2009
International Institute for Strategic Studies June 2008 - February 2009
The Children's Fund 2006 - 2009
Foundation for the International Medical Relief of Children June 2007 - August 2007
Merrill Lynch January 2004 - May 2004
Broadcasting Board of Governors May 2002 - August 2002
Skills
Project Management, Monitoring and..., Strategic Planning, Business Process..., Gender Analysis, Strategic Communications, Risk Assessment, Public Financial..., Strategy, International Relations, Policy, Policy Analysis, Program Management, Public Policy, International..., Governance, Government, Management Consulting, Analysis, Economics, Business Transformation, Business Analysis
Education
The London School of Economics and Political Science (LSE) 2007 — 2008
Master's Degree, International Relations, Graduated with Merit, Distinction on dissertation
The College of William and Mary 2001 — 2005
Bachelor's Degree, Economics, Government
Development and Training Services January 2015 - Present
Deloitte Consulting May 2009 - January 2015
BearingPoint May 2005 - May 2009
International Institute for Strategic Studies June 2008 - February 2009
The Children's Fund 2006 - 2009
Foundation for the International Medical Relief of Children June 2007 - August 2007
Merrill Lynch January 2004 - May 2004
Broadcasting Board of Governors May 2002 - August 2002
Skills
Project Management, Monitoring and..., Strategic Planning, Business Process..., Gender Analysis, Strategic Communications, Risk Assessment, Public Financial..., Strategy, International Relations, Policy, Policy Analysis, Program Management, Public Policy, International..., Governance, Government, Management Consulting, Analysis, Economics, Business Transformation, Business Analysis
Education
The London School of Economics and Political Science (LSE) 2007 — 2008
Master's Degree, International Relations, Graduated with Merit, Distinction on dissertation
The College of William and Mary 2001 — 2005
Bachelor's Degree, Economics, Government
Pascal Besman's Merrill Lynch Experience February 1982 - November 1985
Job Director Head of Healthcare Equity Sales, Maxim Group
Industry Financial Services
Experience
Maxim Group March 2014 - Present
jmp August 2009 - February 2014
ThinkEquity August 2005 - August 2008
UBS February 2001 - August 2005
Bear Stearns January 1997 - February 2001
Lehman Brothers November 1985 - January 1997
Merrill Lynch February 1982 - November 1985
Education
The London School of Economics and Political Science (LSE) 1978 — 1981
B Sc. (Ecom), International trade & Psychology
Maxim Group March 2014 - Present
jmp August 2009 - February 2014
ThinkEquity August 2005 - August 2008
UBS February 2001 - August 2005
Bear Stearns January 1997 - February 2001
Lehman Brothers November 1985 - January 1997
Merrill Lynch February 1982 - November 1985
Education
The London School of Economics and Political Science (LSE) 1978 — 1981
B Sc. (Ecom), International trade & Psychology
Kathleen Mahony Kathleen Mahony's Merrill Lynch Experience May 2013 - August 2013
Job Exotic Rate Products Analyst Sales
Industry Investment Banking
Experience
Société Générale August 2015 - Present
Société Générale September 2014 - Present
LYXOR ASSET MANAGEMENT October 2013 - September 2014
Merrill Lynch May 2013 - August 2013
Camp No Limits August 2009 - August 2009
Skills
Financial Markets, Hedge Funds, Asset Management, Risk Management, Mutual Funds, Bloomberg, Investment Banking, Corporate Finance, Fixed Income, Equities, VBA, Eviews, Financial Analysis, Financial Modeling, Econometrics, Economics, Portfolio Management, French, Business Strategy, Statistics, Gestion d'actifs
Education
Université Paris Dauphine 2013 — 2014
Master's in financial engineering, Finance, General
Université Paris Dauphine 2010 — 2013
Bachelor's degree in financial engineering, financial engineering
2012 — 2012
summer school, econometrics
2011 — 2011
summer program, microeconomics, high honors
Lycée Condorcet 2005 — 2008
baccaleaureat, sciences, mention tres bien
Société Générale August 2015 - Present
Société Générale September 2014 - Present
LYXOR ASSET MANAGEMENT October 2013 - September 2014
Merrill Lynch May 2013 - August 2013
Camp No Limits August 2009 - August 2009
Skills
Financial Markets, Hedge Funds, Asset Management, Risk Management, Mutual Funds, Bloomberg, Investment Banking, Corporate Finance, Fixed Income, Equities, VBA, Eviews, Financial Analysis, Financial Modeling, Econometrics, Economics, Portfolio Management, French, Business Strategy, Statistics, Gestion d'actifs
Education
Université Paris Dauphine 2013 — 2014
Master's in financial engineering, Finance, General
Université Paris Dauphine 2010 — 2013
Bachelor's degree in financial engineering, financial engineering
2012 — 2012
summer school, econometrics
2011 — 2011
summer program, microeconomics, high honors
Lycée Condorcet 2005 — 2008
baccaleaureat, sciences, mention tres bien
Rachel Wolf Dietrich Rachel Wolf Dietrich's Merrill Lynch Experience 2007 - 2007
Job Growth Strategy Consultant
Industry Management Consulting
Experience
The Cambridge Group August 2015 - Present
The Cambridge Group June 2014 - August 2014
Accenture October 2009 - July 2013
Merrill Lynch 2007 - 2007
Skills
Management Consulting, Business Transformation, Business Process..., Business Analysis, Business Process Design, Business Process, Project Management, Strategy, Requirements Gathering, Consulting, Enterprise Architecture, PMO, Requirements Analysis, Business Intelligence, Program Management, SDLC, Vendor Management, Retail, CRM, Budgets, Tender Offers, Marketing, Marketing Strategy, Customer Segmentation..., Quantity Surveying, Qualitative &...
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Marketing Management, Strategic Management, Entrepreneurship
Washington University in St. Louis - Olin Business School 2006 — 2009
BSBA, Finance & Accounting
London School of Economics and Political Science 2007 — 2007
The Cambridge Group August 2015 - Present
The Cambridge Group June 2014 - August 2014
Accenture October 2009 - July 2013
Merrill Lynch 2007 - 2007
Skills
Management Consulting, Business Transformation, Business Process..., Business Analysis, Business Process Design, Business Process, Project Management, Strategy, Requirements Gathering, Consulting, Enterprise Architecture, PMO, Requirements Analysis, Business Intelligence, Program Management, SDLC, Vendor Management, Retail, CRM, Budgets, Tender Offers, Marketing, Marketing Strategy, Customer Segmentation..., Quantity Surveying, Qualitative &...
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Marketing Management, Strategic Management, Entrepreneurship
Washington University in St. Louis - Olin Business School 2006 — 2009
BSBA, Finance & Accounting
London School of Economics and Political Science 2007 — 2007
Ashley Barnish's Merrill Lynch Experience May 2008 - August 2008
Job Senior Associate at Capital One
Industry Financial Services
Experience
Capital One February 2012 - Present
Capital One May 2010 - February 2012
Capital One August 2009 - May 2010
Merrill Lynch May 2008 - August 2008
Skills
Analysis, Banking, Risk Management, Asset Management, Microsoft Office, Microsoft Excel, Project Management, PowerPoint, Visio, Quality Assurance, Commercial Real Estate, Volunteering, Volunteer Management, Non-profit Volunteering, Nonprofits
Education
Rhodes College 2005 — 2009
BA, Economics, Business Administration, GPA 3.74
London School of Economics and Political Science 2007 — 2007
Economics
Gill St. Bernard's School 2001 — 2005
High School Diploma
Capital One February 2012 - Present
Capital One May 2010 - February 2012
Capital One August 2009 - May 2010
Merrill Lynch May 2008 - August 2008
Skills
Analysis, Banking, Risk Management, Asset Management, Microsoft Office, Microsoft Excel, Project Management, PowerPoint, Visio, Quality Assurance, Commercial Real Estate, Volunteering, Volunteer Management, Non-profit Volunteering, Nonprofits
Education
Rhodes College 2005 — 2009
BA, Economics, Business Administration, GPA 3.74
London School of Economics and Political Science 2007 — 2007
Economics
Gill St. Bernard's School 2001 — 2005
High School Diploma
Monica Zucker Monica Zucker's Merrill Lynch Experience June 2007 - August 2007
Job Campaign Manager, Team In Training at The Leukemia & Lymphoma Society
Industry Civic & Social Organization
Experience
The Leukemia & Lymphoma Society January 2015 - Present
The Leukemia & Lymphoma Society August 2013 - December 2014
MS Hope for a Cure May 2013 - August 2013
Peace Corps September 2010 - December 2012
The Little Red School House June 2010 - August 2010
Student World Assembly June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Youth Development, Community Organizing, Grant Writing, Community Development, International..., International Relations, Project Planning, Project Management, Language Teaching, Foreign Languages, Outstanding..., Strategic Leadership, Grants, Program Evaluation, Intercultural..., Volunteer Management, Community Outreach, Capacity Building, Fundraising, Nonprofits, Program Development, Public Speaking
Education
The New School 2014 — 2017
Master’s Degree, Global Nonprofit Management
University of Michigan 2006 — 2010
Bachelor's degree, Economics, Sociology
The Leukemia & Lymphoma Society January 2015 - Present
The Leukemia & Lymphoma Society August 2013 - December 2014
MS Hope for a Cure May 2013 - August 2013
Peace Corps September 2010 - December 2012
The Little Red School House June 2010 - August 2010
Student World Assembly June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Youth Development, Community Organizing, Grant Writing, Community Development, International..., International Relations, Project Planning, Project Management, Language Teaching, Foreign Languages, Outstanding..., Strategic Leadership, Grants, Program Evaluation, Intercultural..., Volunteer Management, Community Outreach, Capacity Building, Fundraising, Nonprofits, Program Development, Public Speaking
Education
The New School 2014 — 2017
Master’s Degree, Global Nonprofit Management
University of Michigan 2006 — 2010
Bachelor's degree, Economics, Sociology
Abhijit Basu, MS, PMP's Merrill Lynch Experience July 2011 - July 2012
Job Manager, IT and Services Consultant and Professional, PMP
Industry Information Technology and Services
Experience
HSBC Securities February 2012 - Present
Merrill Lynch July 2011 - July 2012
Bunge Global Agribusiness April 2006 - June 2011
Wells Fargo Bank June 2004 - April 2006
Skills
SDLC, SOA, Quality Assurance, Software Project..., Business Analysis, Testing, Leadership, Management, ERP, PMP, Requirements Analysis, Business Intelligence, Outsourcing, Systems Analysis, SQL, Vendor Management, Business Process, IT Management, Integration
Education
University of Massachusetts Dartmouth 2001 — 2004
MS, Computer Engineering
The Maharaja Sayajirao University of Baroda 1996 — 2000
BE, Electrical Engineering
Bharatiya Vidya Bhavans
Don Bosco
Maharaja Sayajirao University
HSBC Securities February 2012 - Present
Merrill Lynch July 2011 - July 2012
Bunge Global Agribusiness April 2006 - June 2011
Wells Fargo Bank June 2004 - April 2006
Skills
SDLC, SOA, Quality Assurance, Software Project..., Business Analysis, Testing, Leadership, Management, ERP, PMP, Requirements Analysis, Business Intelligence, Outsourcing, Systems Analysis, SQL, Vendor Management, Business Process, IT Management, Integration
Education
University of Massachusetts Dartmouth 2001 — 2004
MS, Computer Engineering
The Maharaja Sayajirao University of Baroda 1996 — 2000
BE, Electrical Engineering
Bharatiya Vidya Bhavans
Don Bosco
Maharaja Sayajirao University
Sohel Pirani, CFA, CTP's Merrill Lynch Experience 2007 - 2009
Job Director of Treasury and Investments at American Bureau of Shipping
Industry Oil & Energy
Experience
American Bureau of Shipping 2015 - Present
Baker Hughes 2014 - 2015
Baker Hughes 2010 - 2013
The Planet 2009 - 2010
Merrill Lynch 2007 - 2009
Intel Corp 2005 - 2007
Munder Capital Management 2004 - 2005
Ford Motor Company 1998 - 2002
Skills
Competitive Analysis, Analytics, Financial Modeling, Financial Analysis, Business Analysis, Project Management, Process Improvement, Business Strategy, Analysis, Business Intelligence, Strategy, Forecasting, Cross-functional Team..., Business Process..., Strategic Planning, Data Analysis, Mergers & Acquisitions, Program Management, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
Master of Business Administration (MBA)
Wayne State University 1996 — 1998
MS
The Maharaja Sayajirao University of Baroda
Bachelor of Engineering (BE)
American Bureau of Shipping 2015 - Present
Baker Hughes 2014 - 2015
Baker Hughes 2010 - 2013
The Planet 2009 - 2010
Merrill Lynch 2007 - 2009
Intel Corp 2005 - 2007
Munder Capital Management 2004 - 2005
Ford Motor Company 1998 - 2002
Skills
Competitive Analysis, Analytics, Financial Modeling, Financial Analysis, Business Analysis, Project Management, Process Improvement, Business Strategy, Analysis, Business Intelligence, Strategy, Forecasting, Cross-functional Team..., Business Process..., Strategic Planning, Data Analysis, Mergers & Acquisitions, Program Management, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
Master of Business Administration (MBA)
Wayne State University 1996 — 1998
MS
The Maharaja Sayajirao University of Baroda
Bachelor of Engineering (BE)
Andrew Metcalfe's Merrill Lynch Experience June 2003 - June 2006
Job Project Manager, Enterprise Data & Analytics at Humana
Industry Insurance
Experience
Humana March 2014 - Present
Bank of America October 2009 - February 2014
JP Morgan Chase 2006 - September 2010
Merrill Lynch June 2003 - June 2006
Fidessa 2000 - 2002
Skills
Electronic Trading, Trading Systems, Fixed Income, Equities, Investment Banking, Capital Markets, Risk Management, Derivatives, SDLC, Vendor Management, Project Management, MS Project, Team Leadership, Requirements Analysis, Business Analysis, Process Improvement
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
MSc, Organisational Theory and Behavior
The University of Hull 1992 — 1996
BA, History
Humana March 2014 - Present
Bank of America October 2009 - February 2014
JP Morgan Chase 2006 - September 2010
Merrill Lynch June 2003 - June 2006
Fidessa 2000 - 2002
Skills
Electronic Trading, Trading Systems, Fixed Income, Equities, Investment Banking, Capital Markets, Risk Management, Derivatives, SDLC, Vendor Management, Project Management, MS Project, Team Leadership, Requirements Analysis, Business Analysis, Process Improvement
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
MSc, Organisational Theory and Behavior
The University of Hull 1992 — 1996
BA, History
Desiree Fixler's Merrill Lynch Experience 1993 - 1996
Job JP Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
Lulu's Estate Jewellery 2011 - 2013
Ariya Capital 2008 - 2010
BlueOrchard Finance SA 2006 - 2008
J.P. Morgan 2001 - 2005
Deutsche Bank 1996 - 1999
Merrill Lynch 1993 - 1996
Skills
Marketing, Securitization, Fixed Income, Credit, Credit Derivatives, Capital Markets, Hedge Funds, Derivatives, Asset Management
Education
The London School of Economics and Political Science (LSE)
J.P. Morgan April 2014 - Present
Lulu's Estate Jewellery 2011 - 2013
Ariya Capital 2008 - 2010
BlueOrchard Finance SA 2006 - 2008
J.P. Morgan 2001 - 2005
Deutsche Bank 1996 - 1999
Merrill Lynch 1993 - 1996
Skills
Marketing, Securitization, Fixed Income, Credit, Credit Derivatives, Capital Markets, Hedge Funds, Derivatives, Asset Management
Education
The London School of Economics and Political Science (LSE)
Brent Wagner, CRPC, CRPS's Merrill Lynch Experience December 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2011 - Present
Morgan Stanley Smith Barney February 2010 - November 2011
NatCity Investments 2000 - 2005
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Mutual Funds, Estate Planning, IRAs, Portfolio Management, Investment Management, 401k
Education
The Ohio State University 1996 — 2002
Bachelor of Science (B.S.), Financial Management
Merrill Lynch December 2011 - Present
Morgan Stanley Smith Barney February 2010 - November 2011
NatCity Investments 2000 - 2005
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Mutual Funds, Estate Planning, IRAs, Portfolio Management, Investment Management, 401k
Education
The Ohio State University 1996 — 2002
Bachelor of Science (B.S.), Financial Management
James Morley's Merrill Lynch Experience June 1996 - January 2000
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Morgan Stanley May 2014 - November 2014
Morgan Stanley October 2011 - May 2014
Morgan Stanley February 2010 - November 2012
Morgan Stanley March 2009 - February 2010
Morgan Stanley January 2007 - March 2009
Deutsche Bank 2000 - 2006
Deutsche Bank, London 2000 - 2006
Merrill Lynch June 1996 - January 2000
Goldman Sachs 1994 - 1994
Skills
Derivatives, Options, Commodity, Financial Markets, Financial Services, Middle Office, Electronic Trading, FX Options, Back Office, Swaps, Prime Brokerage, Interest Rate..., Credit Derivatives
Education
London School of Economics and Political Science 1991 — 1993
Bsc, Economics
The King's School, Canterbury 1984 — 1989
J.P. Morgan March 2015 - Present
Morgan Stanley May 2014 - November 2014
Morgan Stanley October 2011 - May 2014
Morgan Stanley February 2010 - November 2012
Morgan Stanley March 2009 - February 2010
Morgan Stanley January 2007 - March 2009
Deutsche Bank 2000 - 2006
Deutsche Bank, London 2000 - 2006
Merrill Lynch June 1996 - January 2000
Goldman Sachs 1994 - 1994
Skills
Derivatives, Options, Commodity, Financial Markets, Financial Services, Middle Office, Electronic Trading, FX Options, Back Office, Swaps, Prime Brokerage, Interest Rate..., Credit Derivatives
Education
London School of Economics and Political Science 1991 — 1993
Bsc, Economics
The King's School, Canterbury 1984 — 1989
Jeff Whipple, CFA's Merrill Lynch Experience June 2005 - January 2006
Job VP, Fixed Income Portfolio Manager at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management October 2007 - Present
J.P.Morgan Asset Management April 2006 - October 2007
Merrill Lynch June 2005 - January 2006
Nationwide Financial March 2003 - June 2005
Skills
Fixed Income, Finance, Financial Risk, Investments, Mutual Funds
Education
The Ohio State University
B.S, Agricultural Business and Developmental Economics
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management October 2007 - Present
J.P.Morgan Asset Management April 2006 - October 2007
Merrill Lynch June 2005 - January 2006
Nationwide Financial March 2003 - June 2005
Skills
Fixed Income, Finance, Financial Risk, Investments, Mutual Funds
Education
The Ohio State University
B.S, Agricultural Business and Developmental Economics
Lawrence Necowitz's Merrill Lynch Experience February 2003 - September 2007
Job Senior VicePresident, Marketing Research at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America / Merrill Lynch July 2010 - Present
Bank of America Merrill Lynch September 2007 - July 2010
Merrill Lynch February 2003 - September 2007
Skills
Analytics, Market Research, Marketing Research
Education
The Ohio State University 1988 — 1994
Bank of America / Merrill Lynch July 2010 - Present
Bank of America Merrill Lynch September 2007 - July 2010
Merrill Lynch February 2003 - September 2007
Skills
Analytics, Market Research, Marketing Research
Education
The Ohio State University 1988 — 1994
Mai Skyles, MBA's Merrill Lynch Experience June 2002 - December 2004
Job Regional Vice President at Nationwide
Industry Financial Services
Experience
Nationwide Financial January 2012 - Present
PNC June 2009 - December 2011
Lincoln Financial Distributors January 2005 - December 2008
Merrill Lynch June 2002 - December 2004
Skills
Series 7, Series 63, Alternative Investments, Financial Services, Fixed Annuities, Retirement Planning, Business Development, Investments, Securities, Sales, Variable Annuities, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
MBA, Interdisciplinary with Concentration in Finance
University of Virginia
B.A., Russian Studies
Suffield Academy
Nationwide Financial January 2012 - Present
PNC June 2009 - December 2011
Lincoln Financial Distributors January 2005 - December 2008
Merrill Lynch June 2002 - December 2004
Skills
Series 7, Series 63, Alternative Investments, Financial Services, Fixed Annuities, Retirement Planning, Business Development, Investments, Securities, Sales, Variable Annuities, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
MBA, Interdisciplinary with Concentration in Finance
University of Virginia
B.A., Russian Studies
Suffield Academy
Christopher S Gee, CFA's Merrill Lynch Experience July 2008 - Present
Job First Vice President, Senior Portfolio Manager, The Sterling Group at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2008 - Present
GenSpring Family Offices November 2004 - July 2008
Dimension Capital Management May 1999 - November 2004
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, Private Equity, Wealth Management
Education
The London School of Economics and Political Science (LSE) 1995 — 1997
MS, Finance and Economics
University of Virginia 1991 — 1992
MA, Public Administration
University of Virginia 1987 — 1991
Bachelor of Arts (BA), Economics
Merrill Lynch July 2008 - Present
GenSpring Family Offices November 2004 - July 2008
Dimension Capital Management May 1999 - November 2004
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, Private Equity, Wealth Management
Education
The London School of Economics and Political Science (LSE) 1995 — 1997
MS, Finance and Economics
University of Virginia 1991 — 1992
MA, Public Administration
University of Virginia 1987 — 1991
Bachelor of Arts (BA), Economics
Colleen Mantel's Merrill Lynch Experience March 2002 - December 2002
Job Training/Learning
Industry Banking
Experience
Capital One Bank October 2009 - September 2013
Chevy Chase Bank July 2005 - December 2009
Chevy Chase Bank September 2004 - July 2005
Huntington National Bank March 2003 - August 2004
Merrill Lynch March 2002 - December 2002
Bank One 1996 - 2001
Skills
Onboarding, Performance Management, Employee Engagement, Leadership Development, Instructional Design, Team Building, Learning Management, Change Management, Leadership, Training, Employee Training, Succession Planning, Banking, Coaching, Customer Service
Education
The Ohio State University 1996 — 2000
Bachelor's degree, Psychology
Capital One Bank October 2009 - September 2013
Chevy Chase Bank July 2005 - December 2009
Chevy Chase Bank September 2004 - July 2005
Huntington National Bank March 2003 - August 2004
Merrill Lynch March 2002 - December 2002
Bank One 1996 - 2001
Skills
Onboarding, Performance Management, Employee Engagement, Leadership Development, Instructional Design, Team Building, Learning Management, Change Management, Leadership, Training, Employee Training, Succession Planning, Banking, Coaching, Customer Service
Education
The Ohio State University 1996 — 2000
Bachelor's degree, Psychology
Chris Lattimore's Merrill Lynch Experience April 2007 - Present
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch April 2007 - Present
American Mortgage Express Corp. May 2005 - August 2007
Education
UC Santa Barbara 1999 — 2003
The London School of Economics and Political Science (LSE) 2002 — 2002
Merrill Lynch April 2007 - Present
American Mortgage Express Corp. May 2005 - August 2007
Education
UC Santa Barbara 1999 — 2003
The London School of Economics and Political Science (LSE) 2002 — 2002
Diane Winder's Merrill Lynch Experience 2006 - March 2013
Job Director at Polygon Investment Management
Industry Financial Services
Experience
Polygon Investment Management March 2013 - Present
Merrill Lynch 2006 - March 2013
Skills
Wealth Management, Financial Services, Investments, Strategy, Relationship Management, Finance, Portfolio Management, Equities, Strategic Planning, Hedge Funds, Marketing Strategy, Series 7, Marketing, Business Analysis, Management, Marketing Communications, Alternative Investments, Project Management, Social Media, Mutual Funds, Cross-functional Team..., Competitive Analysis, Product Marketing, Product Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Polygon Investment Management March 2013 - Present
Merrill Lynch 2006 - March 2013
Skills
Wealth Management, Financial Services, Investments, Strategy, Relationship Management, Finance, Portfolio Management, Equities, Strategic Planning, Hedge Funds, Marketing Strategy, Series 7, Marketing, Business Analysis, Management, Marketing Communications, Alternative Investments, Project Management, Social Media, Mutual Funds, Cross-functional Team..., Competitive Analysis, Product Marketing, Product Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Geoffrey F. Toole's Merrill Lynch Experience 1987 - 1990
Job Marketing and Communcations Executive Retired
Industry Marketing and Advertising
Experience
Various financial and marketing communications companies throughout career. July 2013 - Present
Private Practice January 2009 - July 2013
Tatum May 2008 - December 2008
Pension Benefit Insurance Services, Inc. April 2004 - April 2008
TIAA-CREF February 1999 - January 2004
JPMorgan Chase March 1995 - February 1999
MidCoast Mortgage/Midlantic 1993 - 1995
Petty Officer - CT 1970 - 1994
Capital Vectors 1990 - 1992
Merrill Lynch 1987 - 1990
Skills
Marketing Communications, Marketing Strategy, Public Relations, Advertising, Integrated Marketing, Corporate Communications, Digital Marketing, Direct Marketing, Copywriting, Email Marketing, Marketing Management, Market Research, Leadership, Marketing, Internal Communications, Corporate Branding
Education
The New School 1977 — 1981
MA
Saint John's University 1973 — 1977
BS
Various financial and marketing communications companies throughout career. July 2013 - Present
Private Practice January 2009 - July 2013
Tatum May 2008 - December 2008
Pension Benefit Insurance Services, Inc. April 2004 - April 2008
TIAA-CREF February 1999 - January 2004
JPMorgan Chase March 1995 - February 1999
MidCoast Mortgage/Midlantic 1993 - 1995
Petty Officer - CT 1970 - 1994
Capital Vectors 1990 - 1992
Merrill Lynch 1987 - 1990
Skills
Marketing Communications, Marketing Strategy, Public Relations, Advertising, Integrated Marketing, Corporate Communications, Digital Marketing, Direct Marketing, Copywriting, Email Marketing, Marketing Management, Market Research, Leadership, Marketing, Internal Communications, Corporate Branding
Education
The New School 1977 — 1981
MA
Saint John's University 1973 — 1977
BS
Tyler Redlitz's Merrill Lynch Experience June 2006 - August 2006
Job San Francisco 49ers
Industry Sports
Experience
San Francisco 49ers January 2015 - Present
Twitter March 2011 - January 2015
Stifel Nicolaus Weisel February 2010 - May 2011
The National Investor September 2008 - September 2009
JDA Software 2009 - 2009
Redwood Trust June 2007 - September 2007
University of Michigan August 2004 - January 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Investment Banking, Economics, Capital Markets, Due Diligence, Data Analysis, Mergers
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2007 — 2008
MSc, Accounting and Finance
University of Michigan 2003 — 2007
BA, Economics
San Francisco 49ers January 2015 - Present
Twitter March 2011 - January 2015
Stifel Nicolaus Weisel February 2010 - May 2011
The National Investor September 2008 - September 2009
JDA Software 2009 - 2009
Redwood Trust June 2007 - September 2007
University of Michigan August 2004 - January 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Investment Banking, Economics, Capital Markets, Due Diligence, Data Analysis, Mergers
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2007 — 2008
MSc, Accounting and Finance
University of Michigan 2003 — 2007
BA, Economics
Henrietta Johnson's Merrill Lynch Experience July 2008 - Present
Job Technology Project Manager
Industry Design
Experience
Merrill Lynch July 2008 - Present
Custom Drapes by Henrietta 2002 - 2009
Goldman Sachs 1998 - 2001
Republic National Bank January 1997 - December 1998
Skills
Business Analysis, Program Management, Process Engineering, Requirements Gathering, PMP, SDLC, Access, Software Project..., Project Planning, Vendor Management, IT Strategy, MS Project
Education
London School of Economics and Political Science
MSc Econs
University of the West of England
BA (Hons)
Merrill Lynch July 2008 - Present
Custom Drapes by Henrietta 2002 - 2009
Goldman Sachs 1998 - 2001
Republic National Bank January 1997 - December 1998
Skills
Business Analysis, Program Management, Process Engineering, Requirements Gathering, PMP, SDLC, Access, Software Project..., Project Planning, Vendor Management, IT Strategy, MS Project
Education
London School of Economics and Political Science
MSc Econs
University of the West of England
BA (Hons)
John Sykes's Merrill Lynch Experience August 2007 - December 2007
Job Product Data Analyst at Hulu
Industry Internet
Experience
Hulu January 2013 - April 2014
Wanderfly March 2012 - May 2012
General Motors June 2011 - January 2012
General Motors January 2010 - June 2011
General Motors June 2008 - January 2010
Merrill Lynch August 2007 - December 2007
BBC Worldwide July 2006 - August 2006
Skills
SQL, Tableau, HTML, CSS, Web Analytics, Microsoft Office, JavaScript, International Business, PHP, Google Analytics, Financial Analysis, Corporate Finance, Mac OS X, Financial Modeling, Cash Management, Counterparty Risk, Electronic Payments, Data Analysis, WallStreet Systems..., Bloomberg, Spanish, Foreign Exchange..., Financial Systems..., SWIFT, SunGard Quantum, UX, omnigraffle, OS X, User Experience, Product Management, Finance, Digital Strategy
Education
Villanova University 2004 — 2008
BS, Finance, International Business
University of Melbourne - Melbourne Business School 2007 — 2007
Finance / International Business
London School of Economics and Political Science 2006 — 2006
Intntl Business, International Business Strategy
Hulu January 2013 - April 2014
Wanderfly March 2012 - May 2012
General Motors June 2011 - January 2012
General Motors January 2010 - June 2011
General Motors June 2008 - January 2010
Merrill Lynch August 2007 - December 2007
BBC Worldwide July 2006 - August 2006
Skills
SQL, Tableau, HTML, CSS, Web Analytics, Microsoft Office, JavaScript, International Business, PHP, Google Analytics, Financial Analysis, Corporate Finance, Mac OS X, Financial Modeling, Cash Management, Counterparty Risk, Electronic Payments, Data Analysis, WallStreet Systems..., Bloomberg, Spanish, Foreign Exchange..., Financial Systems..., SWIFT, SunGard Quantum, UX, omnigraffle, OS X, User Experience, Product Management, Finance, Digital Strategy
Education
Villanova University 2004 — 2008
BS, Finance, International Business
University of Melbourne - Melbourne Business School 2007 — 2007
Finance / International Business
London School of Economics and Political Science 2006 — 2006
Intntl Business, International Business Strategy
Nina May's Merrill Lynch Experience 1979 - 1984
Job Director, Institutional Research, Assessment & Planning
Industry Higher Education
Experience
Mercer County Community College 2004 - Present
Computer Associates 2000 - 2002
Chubb Insurance July 1996 - November 1998
merrill lynch 1979 - 1984
Skills
Higher Education, Teaching, Statistics, E-Learning, Distance Learning, SPSS, Project Planning, Student Affairs, PowerPoint, Customer Service, Research, Instructional Design, Adult Education, Program Development, Student Development, Curriculum Design, Program Evaluation, Nonprofits, Grant Writing, College Teaching, Microsoft Office
Education
Maharaja Sayajirao University 1968 — 1974
Master's degree, Zoology/Animal Biology
Convent of Jesus & Mary, Baroda 1963 — 1968
MS, Zoology/Animal Biology
Mercer County Community College 2004 - Present
Computer Associates 2000 - 2002
Chubb Insurance July 1996 - November 1998
merrill lynch 1979 - 1984
Skills
Higher Education, Teaching, Statistics, E-Learning, Distance Learning, SPSS, Project Planning, Student Affairs, PowerPoint, Customer Service, Research, Instructional Design, Adult Education, Program Development, Student Development, Curriculum Design, Program Evaluation, Nonprofits, Grant Writing, College Teaching, Microsoft Office
Education
Maharaja Sayajirao University 1968 — 1974
Master's degree, Zoology/Animal Biology
Convent of Jesus & Mary, Baroda 1963 — 1968
MS, Zoology/Animal Biology
Lindsey Yeauger's Merrill Lynch Experience January 2006 - August 2006
Job New Product Development and Marketing Director
Industry Marketing and Advertising
Experience
IdeaBuyer.com March 2008 - Present
HGA Inc. May 2007 - August 2007
Merrill Lynch January 2006 - August 2006
McGraw-Hill Children's Publishing 2002 - 2003
Education
The Ohio State University 2004 — 2008
Bachelors of Arts & Sciences
IdeaBuyer.com March 2008 - Present
HGA Inc. May 2007 - August 2007
Merrill Lynch January 2006 - August 2006
McGraw-Hill Children's Publishing 2002 - 2003
Education
The Ohio State University 2004 — 2008
Bachelors of Arts & Sciences
Sven Sandow's Merrill Lynch Experience 2006 - 2009
Job Managing Director, Head of Credit Capital and Ratings Analytics at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2013 - Present
Morgan Stanley 2009 - Present
Merrill Lynch 2006 - 2009
Standard & Poor's 2002 - 2006
Lord, Abbett & Co. 1999 - 2002
TechHackers 1997 - 1999
Skills
Fixed Income, Financial Modeling, Derivatives, Capital Markets, Quantitative Finance, Financial Services, Credit Derivatives, Credit Risk, Risk Management, Investments, Machine Learning, Investment Banking, Equities, Financial Risk, Analytics, Asset Allocation, Credit, Market Risk, Portfolio Management, CCAR
Education
The Martin Luther University of Halle-Wittenberg 1985 — 1993
Ph.D., Physics
Morgan Stanley 2013 - Present
Morgan Stanley 2009 - Present
Merrill Lynch 2006 - 2009
Standard & Poor's 2002 - 2006
Lord, Abbett & Co. 1999 - 2002
TechHackers 1997 - 1999
Skills
Fixed Income, Financial Modeling, Derivatives, Capital Markets, Quantitative Finance, Financial Services, Credit Derivatives, Credit Risk, Risk Management, Investments, Machine Learning, Investment Banking, Equities, Financial Risk, Analytics, Asset Allocation, Credit, Market Risk, Portfolio Management, CCAR
Education
The Martin Luther University of Halle-Wittenberg 1985 — 1993
Ph.D., Physics
Christian Marsella's Merrill Lynch Experience April 2000 - January 2004
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Morgan Stanley Private Bank April 2010 - May 2014
Wells Fargo Advisors, LLC May 2006 - April 2010
Charles Schwab Bank September 2004 - May 2006
Bank of the West January 2004 - September 2004
Merrill Lynch April 2000 - January 2004
Union Bank of California April 1998 - April 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Masters, International Accounting and Finance
University of Southern California 1991 — 1994
Bachelors, Finance and Business Economics
J.P. Morgan May 2014 - Present
Morgan Stanley Private Bank April 2010 - May 2014
Wells Fargo Advisors, LLC May 2006 - April 2010
Charles Schwab Bank September 2004 - May 2006
Bank of the West January 2004 - September 2004
Merrill Lynch April 2000 - January 2004
Union Bank of California April 1998 - April 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Masters, International Accounting and Finance
University of Southern California 1991 — 1994
Bachelors, Finance and Business Economics
John Rothrock III's Merrill Lynch Experience January 2013 - March 2013
Job
Industry Financial Services
Experience
Bloomberg LP December 2013 - Present
Tradeweb June 2013 - September 2013
Merrill Lynch January 2013 - March 2013
Bank of America Merrill Lynch January 2009 - December 2012
Banc of America Securities July 2004 - March 2006
Banc of America Securities October 2003 - July 2004
Banc of America Securities June 2001 - October 2003
Skills
Bonds, Bloomberg, Equities, Securities, Fixed Income, Capital Markets, Series 7, High Yield, Risk Management, Financial Markets, Hedge Funds, Strategy, Trading, Management, Trading Systems, Electronic Trading, Investment Banking
Education
New School University 2004 — 2006
Bloomberg LP December 2013 - Present
Tradeweb June 2013 - September 2013
Merrill Lynch January 2013 - March 2013
Bank of America Merrill Lynch January 2009 - December 2012
Banc of America Securities July 2004 - March 2006
Banc of America Securities October 2003 - July 2004
Banc of America Securities June 2001 - October 2003
Skills
Bonds, Bloomberg, Equities, Securities, Fixed Income, Capital Markets, Series 7, High Yield, Risk Management, Financial Markets, Hedge Funds, Strategy, Trading, Management, Trading Systems, Electronic Trading, Investment Banking
Education
New School University 2004 — 2006
Suzie Kim's Merrill Lynch Experience August 2010 - September 2012
Job Senior Associate at Safal Partners
Industry International Affairs
Experience
Safal Partners September 2015 - Present
BBC Media Action October 2013 - March 2014
Instiglio July 2013 - September 2013
The Social Investment Consultancy March 2013 - May 2013
Merrill Lynch August 2010 - September 2012
Barneys New York September 2009 - December 2009
Forever 21 May 2009 - August 2009
Skills
Financial Modeling, Data Analysis, PowerPoint, Financial Analysis, Finance, Valuation, Corporate Finance, Microsoft Excel, Microsoft Office, Market Research, Bloomberg, Business Strategy, Analytics, Stata, Public Policy, Adobe Creative Suite, Economics
Education
London School of Economics and Political Science 2012 — 2014
Master's Degree, International Development
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science, Finance/International Business
Safal Partners September 2015 - Present
BBC Media Action October 2013 - March 2014
Instiglio July 2013 - September 2013
The Social Investment Consultancy March 2013 - May 2013
Merrill Lynch August 2010 - September 2012
Barneys New York September 2009 - December 2009
Forever 21 May 2009 - August 2009
Skills
Financial Modeling, Data Analysis, PowerPoint, Financial Analysis, Finance, Valuation, Corporate Finance, Microsoft Excel, Microsoft Office, Market Research, Bloomberg, Business Strategy, Analytics, Stata, Public Policy, Adobe Creative Suite, Economics
Education
London School of Economics and Political Science 2012 — 2014
Master's Degree, International Development
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science, Finance/International Business
Abhijit Khare's Merrill Lynch Experience 2004 - 2006
Job Account Manager / Business Development at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions January 2014 - Present
Cognizant Technology Solutions May 2011 - Present
American Express 2010 - Present
Cognizant Technology Solutions November 2006 - April 2011
Norges Bank Investment Management 2007 - 2010
Merrill Lynch 2004 - 2006
Skills
Requirements Analysis, IT Strategy, Requirements Gathering, Business Analysis, Solution Architecture, .NET, Agile Methodologies, Business Intelligence, Business Process Design, Global Delivery, ITIL, Outsourcing, Pre-sales, Program Management, SDLC, SOA, Software Project..., Vendor Management, Enterprise Architecture, Agile Project Management
Education
CDAC 1999 — 1999
Diploma in Advanced Computing
The Maharaja Sayajirao University of Baroda 1993 — 1997
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
IPCL School
Cognizant Technology Solutions January 2014 - Present
Cognizant Technology Solutions May 2011 - Present
American Express 2010 - Present
Cognizant Technology Solutions November 2006 - April 2011
Norges Bank Investment Management 2007 - 2010
Merrill Lynch 2004 - 2006
Skills
Requirements Analysis, IT Strategy, Requirements Gathering, Business Analysis, Solution Architecture, .NET, Agile Methodologies, Business Intelligence, Business Process Design, Global Delivery, ITIL, Outsourcing, Pre-sales, Program Management, SDLC, SOA, Software Project..., Vendor Management, Enterprise Architecture, Agile Project Management
Education
CDAC 1999 — 1999
Diploma in Advanced Computing
The Maharaja Sayajirao University of Baroda 1993 — 1997
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
IPCL School
Thomas Morrow, CFP®'s Merrill Lynch Experience April 2003 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch April 2003 - Present
Capitol Financial Partners August 2001 - April 2003
Verizon 1999 - 2001
Verizon 1996 - 1999
Bell Atlantic 1993 - 1996
Skills
Securities, Wealth, Series 7, Uniform Combined State..., Series 65, Wealth Management, Series 63, Mutual Funds, Investment Advisory, Asset Allocation, Series 24, FINRA, Retirement Planning, Mergers
Education
The Johns Hopkins University 1990 — 1991
Masters Degree, Business
University of Baltimore 1982 — 1986
Bachelor of Science, Computer Information Science and Business
Merrill Lynch April 2003 - Present
Capitol Financial Partners August 2001 - April 2003
Verizon 1999 - 2001
Verizon 1996 - 1999
Bell Atlantic 1993 - 1996
Skills
Securities, Wealth, Series 7, Uniform Combined State..., Series 65, Wealth Management, Series 63, Mutual Funds, Investment Advisory, Asset Allocation, Series 24, FINRA, Retirement Planning, Mergers
Education
The Johns Hopkins University 1990 — 1991
Masters Degree, Business
University of Baltimore 1982 — 1986
Bachelor of Science, Computer Information Science and Business
Margo Vignola's Merrill Lynch Experience 1995 - 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fox-Pitt, Kelton 2003 - 2005
abn amro 2000 - 2002
Merrill Lynch 1995 - 2000
Salomon Brothers 1987 - 1995
Salomon Brothers - NYC 1987 - 1995
LF Rothschild Unterberg Towbin 1983 - 1987
american medical international 1978 - 1983
Skills
Hedge Funds, Capital Markets, Equity Research, Equities, Investment Banking, Alternative Investments, Valuation, Securities, Equity Trading, Portfolio Management, Series 7
Education
The Ohio State University 1970 — 1972
Master's Degree, Economics
university of california 1966 — 1970
ba, economicss
lowell high school
Fox-Pitt, Kelton 2003 - 2005
abn amro 2000 - 2002
Merrill Lynch 1995 - 2000
Salomon Brothers 1987 - 1995
Salomon Brothers - NYC 1987 - 1995
LF Rothschild Unterberg Towbin 1983 - 1987
american medical international 1978 - 1983
Skills
Hedge Funds, Capital Markets, Equity Research, Equities, Investment Banking, Alternative Investments, Valuation, Securities, Equity Trading, Portfolio Management, Series 7
Education
The Ohio State University 1970 — 1972
Master's Degree, Economics
university of california 1966 — 1970
ba, economicss
lowell high school
Andrew A. Ward's Merrill Lynch Experience July 2006 - July 2008
Job Product at Grovo
Industry Internet
Experience
Grovo June 2014 - Present
Independent June 2013 - Present
Curalate October 2011 - May 2013
Pandaly January 2011 - November 2011
Warburg Pincus August 2008 - July 2010
Merrill Lynch July 2006 - July 2008
Skills
Venture Capital, Financial Modeling, Entrepreneurship, Private Equity, Mergers, Marketing, Business Development, Analytics, Operations Management, Salesforce.com, Mergers & Acquisitions, Product Management, User Experience, Usability Testing, Agile Methodologies, Business Strategy, A/B testing, Marketing Strategy, Product Development, Rapid Prototyping, Online Marketing, Competitive Analysis, Data Analysis, Scrum, JavaScript, SaaS, New Business Development, Copywriting, Psychology, Finance, Wireframes, Investment Banking
Education
University of Pennsylvania - The Wharton School
MBA
Yale University
BA
London School of Economics and Political Science
Phillips Academy
Grovo June 2014 - Present
Independent June 2013 - Present
Curalate October 2011 - May 2013
Pandaly January 2011 - November 2011
Warburg Pincus August 2008 - July 2010
Merrill Lynch July 2006 - July 2008
Skills
Venture Capital, Financial Modeling, Entrepreneurship, Private Equity, Mergers, Marketing, Business Development, Analytics, Operations Management, Salesforce.com, Mergers & Acquisitions, Product Management, User Experience, Usability Testing, Agile Methodologies, Business Strategy, A/B testing, Marketing Strategy, Product Development, Rapid Prototyping, Online Marketing, Competitive Analysis, Data Analysis, Scrum, JavaScript, SaaS, New Business Development, Copywriting, Psychology, Finance, Wireframes, Investment Banking
Education
University of Pennsylvania - The Wharton School
MBA
Yale University
BA
London School of Economics and Political Science
Phillips Academy
Anu Jayanti's Merrill Lynch Experience May 1992 - March 1994
Job Managing Director, Investor Relationship Mgmt at Citi
Industry Financial Services
Experience
Citi November 2008 - Present
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
Citigroup 2001 - December 2008
UBS Investment Bank February 2001 - October 2001
JP Morgan March 1999 - February 2001
Credit Suisse First Boston March 1994 - March 1999
Merrill Lynch May 1992 - March 1994
Bankers Trust Company March 1989 - April 1992
Skills
Sales Management, Asset Management, FX, Financial Markets, Derivatives, FX Options, Asset Managment, Institutional..., Hedge Funds, Investments, Fixed Income, Emerging Markets, Strategy, Investment Banking, Business Planning, Commodity, Trading, Foreign Exchange, Electronic Trading, CRM, Trading Systems, Equities, Risk Management, FX trading, Options, Alternative Investments, Capital Markets, Proprietary Trading, Bloomberg, Bonds
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
M. Sc., Economics
Wellesley College 1979 — 1983
B.A., Economics
College du Leman 1977 — 1979
HS Diploma
Citi November 2008 - Present
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
Citigroup 2001 - December 2008
UBS Investment Bank February 2001 - October 2001
JP Morgan March 1999 - February 2001
Credit Suisse First Boston March 1994 - March 1999
Merrill Lynch May 1992 - March 1994
Bankers Trust Company March 1989 - April 1992
Skills
Sales Management, Asset Management, FX, Financial Markets, Derivatives, FX Options, Asset Managment, Institutional..., Hedge Funds, Investments, Fixed Income, Emerging Markets, Strategy, Investment Banking, Business Planning, Commodity, Trading, Foreign Exchange, Electronic Trading, CRM, Trading Systems, Equities, Risk Management, FX trading, Options, Alternative Investments, Capital Markets, Proprietary Trading, Bloomberg, Bonds
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
M. Sc., Economics
Wellesley College 1979 — 1983
B.A., Economics
College du Leman 1977 — 1979
HS Diploma
Elizabeth Lowe's Merrill Lynch Experience 2008 - 2008
Job Innovation Lead, Sustainability & Corporate Responsibility
Industry Computer Software
Experience
Adobe May 2014 - Present
GOOD/Corps January 2013 - August 2013
Peace Corps-Costa Rica April 2012 - January 2013
Peace Corps March 2010 - April 2012
IDEAcarbon September 2009 - May 2010
GOOD Worldwide, LLC February 2009 - June 2009
Transformative Action Insititute September 2008 - June 2009
National Bureau of Economic Research March 2008 - June 2009
Merrill Lynch 2008 - 2008
Skills
Sustainability, Corporate Social..., Research, Economic Development, International..., Entrepreneurship, Program Management, Nonprofits, Strategy, Project Management, Social Entrepreneurship, Business Development, Community Outreach, Business Strategy, Spanish, Program Evaluation, Community Development, International Relations, Strategic Planning, Grant Writing, Fundraising, Analysis, Data Analysis, Qualitative Research, Policy Analysis, Public Policy, Proposal Writing
Education
Haas School of Business, UC Berkeley 2013 — 2015
London School of Economics and Political Science 2009 — 2009
Microfinance
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), Economics/International Areas (Latin America)
Gunn
Adobe May 2014 - Present
GOOD/Corps January 2013 - August 2013
Peace Corps-Costa Rica April 2012 - January 2013
Peace Corps March 2010 - April 2012
IDEAcarbon September 2009 - May 2010
GOOD Worldwide, LLC February 2009 - June 2009
Transformative Action Insititute September 2008 - June 2009
National Bureau of Economic Research March 2008 - June 2009
Merrill Lynch 2008 - 2008
Skills
Sustainability, Corporate Social..., Research, Economic Development, International..., Entrepreneurship, Program Management, Nonprofits, Strategy, Project Management, Social Entrepreneurship, Business Development, Community Outreach, Business Strategy, Spanish, Program Evaluation, Community Development, International Relations, Strategic Planning, Grant Writing, Fundraising, Analysis, Data Analysis, Qualitative Research, Policy Analysis, Public Policy, Proposal Writing
Education
Haas School of Business, UC Berkeley 2013 — 2015
London School of Economics and Political Science 2009 — 2009
Microfinance
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), Economics/International Areas (Latin America)
Gunn
Valerie Chang's Merrill Lynch Experience May 1996 - December 1999
Job Director of Policy at MacArthur Foundation
Industry Philanthropy
Experience
MacArthur Foundation December 2012 - Present
MacArthur Foundation January 2012 - December 2012
MacArthur Foundation June 2003 - January 2012
Local Initiatives Support Corporation January 2001 - March 2003
Merrill Lynch May 1996 - December 1999
Salomon Brothers March 1993 - April 1996
Federal Reserve Board June 1987 - March 1993
Skills
Research, Grant Writing, Policy Analysis, Non-profits, Philanthropy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1985 — 1987
MA, Economics, China Studies
Yale University 1980 — 1984
BA, Chinese History
MacArthur Foundation December 2012 - Present
MacArthur Foundation January 2012 - December 2012
MacArthur Foundation June 2003 - January 2012
Local Initiatives Support Corporation January 2001 - March 2003
Merrill Lynch May 1996 - December 1999
Salomon Brothers March 1993 - April 1996
Federal Reserve Board June 1987 - March 1993
Skills
Research, Grant Writing, Policy Analysis, Non-profits, Philanthropy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1985 — 1987
MA, Economics, China Studies
Yale University 1980 — 1984
BA, Chinese History
Trevor Bruner's Merrill Lynch Experience October 2010 - August 2011
Job Product Manager at Tasktop Technologies
Industry Computer Software
Experience
Tasktop Technologies July 2014 - Present
ClearBlade January 2013 - June 2014
University of Oklahoma August 2011 - December 2012
AT&T May 2012 - July 2012
Merrill Lynch October 2010 - August 2011
Morgan Stanley January 2008 - October 2010
ExxonMobil January 2006 - January 2008
United States Navy June 1998 - September 2005
Skills
Energy, Strategic Planning, Petroleum, Microsoft Office, Analysis, Public Speaking, Financial Modeling, Risk Management, Microsoft Excel, Project Management, Budgets, Valuation, Financial Analysis, Operations Management, Finance, Business Intelligence, Leadership, Business Development, New Business Development, Management
Education
London School of Economics and Political Science 2012 — 2012
University of Oklahoma - Price College of Business 2011 — 2012
Masters of Business Adminstration
University of Oklahoma 1993 — 1998
B.S., Petroleum Engineering
Edmond Memorial 1989 — 1993
Tasktop Technologies July 2014 - Present
ClearBlade January 2013 - June 2014
University of Oklahoma August 2011 - December 2012
AT&T May 2012 - July 2012
Merrill Lynch October 2010 - August 2011
Morgan Stanley January 2008 - October 2010
ExxonMobil January 2006 - January 2008
United States Navy June 1998 - September 2005
Skills
Energy, Strategic Planning, Petroleum, Microsoft Office, Analysis, Public Speaking, Financial Modeling, Risk Management, Microsoft Excel, Project Management, Budgets, Valuation, Financial Analysis, Operations Management, Finance, Business Intelligence, Leadership, Business Development, New Business Development, Management
Education
London School of Economics and Political Science 2012 — 2012
University of Oklahoma - Price College of Business 2011 — 2012
Masters of Business Adminstration
University of Oklahoma 1993 — 1998
B.S., Petroleum Engineering
Edmond Memorial 1989 — 1993
Paul Nyame's Merrill Lynch Experience 1999 - 2002
Job Real Estate Salesperson at Prudential Douglas Elliman
Industry Financial Services
Experience
Prudential Douglas Elliman 2011 - Present
Lehman Brothers August 2007 - October 2008
JPMorgan Chase 2005 - 2005
Merrill Lynch 1999 - 2002
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & Accounting
The London School of Economics and Political Science (LSE)
Finance & Economics
UCL
Bsc (Econ), Economics
Prudential Douglas Elliman 2011 - Present
Lehman Brothers August 2007 - October 2008
JPMorgan Chase 2005 - 2005
Merrill Lynch 1999 - 2002
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & Accounting
The London School of Economics and Political Science (LSE)
Finance & Economics
UCL
Bsc (Econ), Economics
Jeremiah Kim's Merrill Lynch Experience January 2009 - October 2012
Job Chief Enterprise Architect at NJR Consulting INC.
Industry Financial Services
Experience
NJR Consulting INC. 2009 - Present
Morgan Stanley June 2013 - March 2014
NYCHHC December 2012 - June 2013
Merrill Lynch January 2009 - October 2012
Microsoft January 2005 - December 2009
Skills
Online Services, Agile Methodologies, Software Project..., Program Management, Agile Project Management, Enterprise Monitoring, Cloud Computing, High Availability..., Disaster Recovery, Web Services, Microsoft SQL Server, Microsoft..., IIS, Microsoft Office..., System Center Suite, Siteminder, SSL, SDLC, Enterprise Architecture, Solution Architecture, Project Portfolio..., SharePoint, Integration, Product Management, Infrastructure
Education
University of Illinois at Urbana-Champaign 1990 — 1995
The Ohio State University 1987 — 1989
NJR Consulting INC. 2009 - Present
Morgan Stanley June 2013 - March 2014
NYCHHC December 2012 - June 2013
Merrill Lynch January 2009 - October 2012
Microsoft January 2005 - December 2009
Skills
Online Services, Agile Methodologies, Software Project..., Program Management, Agile Project Management, Enterprise Monitoring, Cloud Computing, High Availability..., Disaster Recovery, Web Services, Microsoft SQL Server, Microsoft..., IIS, Microsoft Office..., System Center Suite, Siteminder, SSL, SDLC, Enterprise Architecture, Solution Architecture, Project Portfolio..., SharePoint, Integration, Product Management, Infrastructure
Education
University of Illinois at Urbana-Champaign 1990 — 1995
The Ohio State University 1987 — 1989
Thomas Harmon's Merrill Lynch Experience March 2003 - October 2008
Job Managing Director at Amherst Securities Group
Industry Financial Services
Experience
Amherst Securities Group July 2012 - Present
Cantor Fitzgerald December 2008 - June 2012
Merrill Lynch March 2003 - October 2008
Fannie Mae Corporation 1998 - 2003
First Virginia Banks, Inc 1993 - 1994
Skills
Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Portfolio Management, Derivatives, Trading, Series 7, Securities, Investments, Valuation, Risk Management, Mortgage Lending, MBS, ABS
Education
The Johns Hopkins University 1992 — 1996
MS, Business
University of Maryland College Park 1988 — 1992
BA, Economics
Amherst Securities Group July 2012 - Present
Cantor Fitzgerald December 2008 - June 2012
Merrill Lynch March 2003 - October 2008
Fannie Mae Corporation 1998 - 2003
First Virginia Banks, Inc 1993 - 1994
Skills
Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Portfolio Management, Derivatives, Trading, Series 7, Securities, Investments, Valuation, Risk Management, Mortgage Lending, MBS, ABS
Education
The Johns Hopkins University 1992 — 1996
MS, Business
University of Maryland College Park 1988 — 1992
BA, Economics
Daniela Brouillard (Dosso)'s Merrill Lynch Experience 1999 - 2002
Job Executive Assistant at DanaFarber Cancer Institute
Industry Hospital & Health Care
Experience
Dana-Farber Cancer Institute Master Team CoordinatorLifespire2004 - 2005
Euro RSCG Life Managed Edge 2002 - 2004
Merrill Lynch 1999 - 2002
Skills
Healthcare, Healthcare Information...
Education
The New School 1996 — 1999
BA
Dana-Farber Cancer Institute Master Team CoordinatorLifespire2004 - 2005
Euro RSCG Life Managed Edge 2002 - 2004
Merrill Lynch 1999 - 2002
Skills
Healthcare, Healthcare Information...
Education
The New School 1996 — 1999
BA
Phil Phillips's Merrill Lynch Experience July 1975 - July 1995
Job Volunteer and Investor in Start Ups
Industry Financial Services
Experience
Various Non Profit organizations September 2014 - Present
JPMorgan Asset Management November 2012 - August 2014
AllianceBernstein July 1995 - November 2012
Merrill Lynch July 1975 - July 1995
Skills
Asset Managment, Equities, Fixed Income, Investments, Mergers, Investment Management, Alternative Investments, Asset Allocation, Bonds, Capital Markets, Financial Modeling, Hedge Funds, High Net Worth..., Institutional..., Investment Banking, Mergers, Portfolio Management, Private Equity, Series 7, Trading, Venture Capital, Wealth Management
Education
University of North Carolina at Chapel Hill 1970 — 1975
BA
The London School of Economics and Political Science (LSE) 1973 — 1974
Various Non Profit organizations September 2014 - Present
JPMorgan Asset Management November 2012 - August 2014
AllianceBernstein July 1995 - November 2012
Merrill Lynch July 1975 - July 1995
Skills
Asset Managment, Equities, Fixed Income, Investments, Mergers, Investment Management, Alternative Investments, Asset Allocation, Bonds, Capital Markets, Financial Modeling, Hedge Funds, High Net Worth..., Institutional..., Investment Banking, Mergers, Portfolio Management, Private Equity, Series 7, Trading, Venture Capital, Wealth Management
Education
University of North Carolina at Chapel Hill 1970 — 1975
BA
The London School of Economics and Political Science (LSE) 1973 — 1974
david Katalan's Merrill Lynch Experience May 2008 - March 2009
Job Head of North America FX options trading
Industry Banking
Experience
RBS Markets and International Banking April 2014 - Present
EquaMetrics September 2012 - April 2014
State Street August 2010 - January 2012
Merrill Lynch May 2008 - March 2009
Bank Of America May 2006 - July 2008
MORGANCHASE &Co August 1999 - April 2006
Skills
Currency, Bloomberg, FX Options, Options, Financial Risk, Asset Management, Investments, Trading, Portfolio Management, Hedge Funds, Financial Markets, Management, Equities, Derivatives, Hedging, Fixed Income, Investment Banking, Electronic Trading, Trading Systems, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, finance
The London School of Economics and Political Science (LSE) 1992 — 1995
Bachelor of Science
RBS Markets and International Banking April 2014 - Present
EquaMetrics September 2012 - April 2014
State Street August 2010 - January 2012
Merrill Lynch May 2008 - March 2009
Bank Of America May 2006 - July 2008
MORGANCHASE &Co August 1999 - April 2006
Skills
Currency, Bloomberg, FX Options, Options, Financial Risk, Asset Management, Investments, Trading, Portfolio Management, Hedge Funds, Financial Markets, Management, Equities, Derivatives, Hedging, Fixed Income, Investment Banking, Electronic Trading, Trading Systems, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, finance
The London School of Economics and Political Science (LSE) 1992 — 1995
Bachelor of Science
Alec Rainsby's Merrill Lynch Experience September 2007 - March 2009
Job CTO at Markit
Industry Financial Services
Experience
Markit April 2009 - Present
Merrill Lynch September 2007 - March 2009
Primus Asset Management March 2000 - July 2007
Merrill Lynch April 1993 - March 2000
Prudential Securities September 1987 - April 1993
Skills
Fixed Income, Hedge Funds, Bloomberg, Capital Markets, Bonds, Credit Derivatives, Asset Managment, CDS, Valuation, Credit, Derivatives, Equities
Education
London School of Economics and Political Science, U. of London
Bachelor of Science (BSc), Management Science
Markit April 2009 - Present
Merrill Lynch September 2007 - March 2009
Primus Asset Management March 2000 - July 2007
Merrill Lynch April 1993 - March 2000
Prudential Securities September 1987 - April 1993
Skills
Fixed Income, Hedge Funds, Bloomberg, Capital Markets, Bonds, Credit Derivatives, Asset Managment, CDS, Valuation, Credit, Derivatives, Equities
Education
London School of Economics and Political Science, U. of London
Bachelor of Science (BSc), Management Science
Jacek Zganiacz's Merrill Lynch Experience June 1989 - December 2003
Job Owner/President at Northern Westchester Music School, Inc.
Industry Airlines/Aviation
Experience
Northern Westchester Music School, Inc. December 2006 - Present
Envoy Airline April 2006 - Present
Self-employed January 1987 - Present
Merrill Lynch June 1989 - December 2003
Education
The Juilliard School 1985 — 1987
Master, Piano
Northern Westchester Music School, Inc. December 2006 - Present
Envoy Airline April 2006 - Present
Self-employed January 1987 - Present
Merrill Lynch June 1989 - December 2003
Education
The Juilliard School 1985 — 1987
Master, Piano
Ryan Zangeneh's Merrill Lynch Experience August 2011 - June 2012
Job Mergers and Acquisitions Tax Associate at KPMG
Industry Accounting
Experience
KPMG US August 2015 - Present
Villanova Law Federal Tax Clinic January 2015 - May 2015
McDermott Will & Emery May 2014 - August 2014
Neimark & Neimark July 2013 - August 2013
Rockland County Supreme Court June 2013 - July 2013
Merrill Lynch August 2011 - June 2012
Northwestern Mutual May 2010 - September 2010
Centurion Credit Management June 2009 - August 2009
Education
Villanova University School of Law 2012 — 2015
Doctor of Law (JD), Banking, Corporate, Taxation, Finance, and Securities Law
University of Miami - School of Business 2008 — 2011
BSBA, Finance Major/ Management Minor
The London School of Economics and Political Science (LSE) 2009 — 2009
Entrepreneurship/Entrepreneurial Studies
Saint Andrew's School 2004 — 2007
High School Diploma
KPMG US August 2015 - Present
Villanova Law Federal Tax Clinic January 2015 - May 2015
McDermott Will & Emery May 2014 - August 2014
Neimark & Neimark July 2013 - August 2013
Rockland County Supreme Court June 2013 - July 2013
Merrill Lynch August 2011 - June 2012
Northwestern Mutual May 2010 - September 2010
Centurion Credit Management June 2009 - August 2009
Education
Villanova University School of Law 2012 — 2015
Doctor of Law (JD), Banking, Corporate, Taxation, Finance, and Securities Law
University of Miami - School of Business 2008 — 2011
BSBA, Finance Major/ Management Minor
The London School of Economics and Political Science (LSE) 2009 — 2009
Entrepreneurship/Entrepreneurial Studies
Saint Andrew's School 2004 — 2007
High School Diploma
Israel Epstein's Merrill Lynch Experience September 1996 - December 2000
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2011 - Present
Chase Investment Services Corp. May 2001 - August 2011
Merrill Lynch September 1996 - December 2000
Torah Institute of America 1992 - 1996
Skills
Retirement Plan..., Multi-generational..., Investment Policy..., Rule 144 Stock, Investment Strategies, Estate Planning..., Nonprofits, Investment Portfolios, 401(k) Plan Design, Annuity Analysis, Employee Stock Options, Finance, Concentrated Stock..., Fixed Annuities, Variable Annuities, Family Office, Life Insurance, Term Life Insurance, Investments, Performance Reviews, Financial Guidance, Strategic Planning, Securities, Asset Allocation, Insurance, Relationship Management, Retirement, Retirement Planning, Retirement Savings, Risk Management, Stock Market Analysis, Stock Analysis, Tax-Efficient Strategies
Education
The New School 1989 — 1993
BA, Liberal Arts
Shaarei Torah of Rockland
Talmudic Studies
Wells Fargo Advisors, LLC August 2011 - Present
Chase Investment Services Corp. May 2001 - August 2011
Merrill Lynch September 1996 - December 2000
Torah Institute of America 1992 - 1996
Skills
Retirement Plan..., Multi-generational..., Investment Policy..., Rule 144 Stock, Investment Strategies, Estate Planning..., Nonprofits, Investment Portfolios, 401(k) Plan Design, Annuity Analysis, Employee Stock Options, Finance, Concentrated Stock..., Fixed Annuities, Variable Annuities, Family Office, Life Insurance, Term Life Insurance, Investments, Performance Reviews, Financial Guidance, Strategic Planning, Securities, Asset Allocation, Insurance, Relationship Management, Retirement, Retirement Planning, Retirement Savings, Risk Management, Stock Market Analysis, Stock Analysis, Tax-Efficient Strategies
Education
The New School 1989 — 1993
BA, Liberal Arts
Shaarei Torah of Rockland
Talmudic Studies
Stacy Reese, RN's Merrill Lynch Experience February 2003 - March 2004
Job
Industry Medical Practice
Experience
Presence Health May 2015 - Present
Westwood Manor August 2014 - Present
Westwood August 2014 - May 2015
Student BSN August 2012 - May 2014
Hilti March 2005 - May 2012
NetJets April 2004 - March 2005
Merrill Lynch February 2003 - March 2004
Skills
Account Management, Consultative Selling, Direct Sales, Sales Management, New Business Development, Time Management, Customer Relations, Event Planning, Event Management, Marketing Strategy, Selling, Strategic Planning
Education
City Colleges of Chicago-Harry S Truman College 2012 — 2014
ADN
The Ohio State University 2000 — 2005
Bachelor of Arts (BA)
Presence Health May 2015 - Present
Westwood Manor August 2014 - Present
Westwood August 2014 - May 2015
Student BSN August 2012 - May 2014
Hilti March 2005 - May 2012
NetJets April 2004 - March 2005
Merrill Lynch February 2003 - March 2004
Skills
Account Management, Consultative Selling, Direct Sales, Sales Management, New Business Development, Time Management, Customer Relations, Event Planning, Event Management, Marketing Strategy, Selling, Strategic Planning
Education
City Colleges of Chicago-Harry S Truman College 2012 — 2014
ADN
The Ohio State University 2000 — 2005
Bachelor of Arts (BA)
stefan guetter's Merrill Lynch Experience August 1995 - April 2005
Job Partner at Aybrook Financial Partners Limited
Industry Investment Banking
Experience
Aybrook Financial Partners Limited February 2009 - Present
Dresdner Kleinwort January 2007 - January 2009
Merrill Lynch August 1995 - April 2005
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
M.Sc., Accounting and Finance
Aybrook Financial Partners Limited February 2009 - Present
Dresdner Kleinwort January 2007 - January 2009
Merrill Lynch August 1995 - April 2005
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
M.Sc., Accounting and Finance
Michael Longthorne's Merrill Lynch Experience 1985 - 1987
Job Managing Director at Mizuho Securities USA
Industry Investment Banking
Experience
Mizuho Securities USA November 2000 - Present
Daiwa Securities 1997 - 2000
Baring Securities 1991 - 1997
Salomon Brothers 1989 - 1991
Eberstadt Fleming 1987 - 1989
Merrill Lynch 1985 - 1987
Grieveson Grant 1983 - 1985
Skills
Series 7, Equities, Investments, Securities, Investment Banking, Hedge Funds, Prime Brokerage, Alternative Investments, Equity Research, Trading, Fixed Income, Capital Markets, Equity Derivatives, Japanese, Bloomberg, Emerging Markets, Electronic Trading, Derivatives
Education
The London School of Economics and Political Science (LSE) 1981 — 1983
M.Sc., International Economics
The London School of Economics and Political Science (LSE) 1977 — 1980
B.Sc(Econ), International Political Economy
Mizuho Securities USA November 2000 - Present
Daiwa Securities 1997 - 2000
Baring Securities 1991 - 1997
Salomon Brothers 1989 - 1991
Eberstadt Fleming 1987 - 1989
Merrill Lynch 1985 - 1987
Grieveson Grant 1983 - 1985
Skills
Series 7, Equities, Investments, Securities, Investment Banking, Hedge Funds, Prime Brokerage, Alternative Investments, Equity Research, Trading, Fixed Income, Capital Markets, Equity Derivatives, Japanese, Bloomberg, Emerging Markets, Electronic Trading, Derivatives
Education
The London School of Economics and Political Science (LSE) 1981 — 1983
M.Sc., International Economics
The London School of Economics and Political Science (LSE) 1977 — 1980
B.Sc(Econ), International Political Economy
Andrew McNab's Merrill Lynch Experience May 2011 - August 2011
Job Financial Analyst
Industry Banking
Experience
Morgan Stanley July 2014 - June 2015
Hall Capital Partners LLC July 2013 - January 2014
JP Morgan Chase May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Analysis, Financial Modeling, Economics, Portfolio Management, Financial Analysis, Microsoft Office, Bloomberg Terminal, Strategy, Public Speaking, Stata, Strategic Financial..., Industry Research, Company Valuation, Asset Managment, Bloomberg, Corporate Finance, Quantitative Analytics, Finance
Education
Clemson University 2009 — 2013
Bachelor of Science, Economics / Finance
The London School of Economics and Political Science (LSE) 2011 — 2011
Morgan Stanley July 2014 - June 2015
Hall Capital Partners LLC July 2013 - January 2014
JP Morgan Chase May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Analysis, Financial Modeling, Economics, Portfolio Management, Financial Analysis, Microsoft Office, Bloomberg Terminal, Strategy, Public Speaking, Stata, Strategic Financial..., Industry Research, Company Valuation, Asset Managment, Bloomberg, Corporate Finance, Quantitative Analytics, Finance
Education
Clemson University 2009 — 2013
Bachelor of Science, Economics / Finance
The London School of Economics and Political Science (LSE) 2011 — 2011
Wai Sin Chan's Merrill Lynch Experience October 2010 - Present
Job Global Account Management and Broker Vote Analytics Equity Research at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Merrill Lynch July 2006 - October 2010
Marble Bar Asset Management September 2005 - July 2006
Skills
Broker Vote, Business Strategy, Data Analysis, Data Mining, Business Process..., Executive Reporting, Reporting & Analysis, Microsoft Excel, Commission Management, Project Management, Bloomberg, Equities, PowerPoint, Portfolio Management
Education
London School of Economics and Political Science 2002 — 2005
BSc, Economics, Upper Second Class
Hills Road Sixth Form College 2000 — 2002
A levels
Merrill Lynch October 2010 - Present
Merrill Lynch July 2006 - October 2010
Marble Bar Asset Management September 2005 - July 2006
Skills
Broker Vote, Business Strategy, Data Analysis, Data Mining, Business Process..., Executive Reporting, Reporting & Analysis, Microsoft Excel, Commission Management, Project Management, Bloomberg, Equities, PowerPoint, Portfolio Management
Education
London School of Economics and Political Science 2002 — 2005
BSc, Economics, Upper Second Class
Hills Road Sixth Form College 2000 — 2002
A levels
Benjamin Albaitis's Merrill Lynch Experience March 2014 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Edward Jones May 2013 - January 2014
Western & Southern Financial Group April 2012 - May 2013
Skills
Fixed Annuities
Education
The Ohio State University 2007 — 2011
Bachelor of Science (B.S.), Food Business Management
Merrill Lynch March 2014 - Present
Edward Jones May 2013 - January 2014
Western & Southern Financial Group April 2012 - May 2013
Skills
Fixed Annuities
Education
The Ohio State University 2007 — 2011
Bachelor of Science (B.S.), Food Business Management
John Plagens's Merrill Lynch Experience June 2009 - September 2009
Job Captive Insurance Roundstone Management
Industry Insurance
Experience
Roundstone May 2013 - Present
CDW April 2011 - April 2013
Merrill Lynch June 2009 - September 2009
H and I Advisors June 2008 - September 2008
Skills
Strategic Planning, Marketing Strategy, Microsoft Excel, Microsoft Office, Customer Service, Management, Sales Process
Education
The Ohio State University 2008 — 2012
BA, Economics
Saint Edward High School 2004 — 2008
Roundstone May 2013 - Present
CDW April 2011 - April 2013
Merrill Lynch June 2009 - September 2009
H and I Advisors June 2008 - September 2008
Skills
Strategic Planning, Marketing Strategy, Microsoft Excel, Microsoft Office, Customer Service, Management, Sales Process
Education
The Ohio State University 2008 — 2012
BA, Economics
Saint Edward High School 2004 — 2008
Christopher Ciehanski's Merrill Lynch Experience 2002 - January 2013
Job Partner at Centricity Wealth Management
Industry Financial Services
Experience
Centricity Wealth Management January 2013 - Present
Merrill Lynch 2002 - January 2013
JRP Consulting March 2000 - December 2001
Merrill Lynch May 1994 - March 2000
Cardinal Health October 1990 - May 1994
Ernst & Young December 1987 - October 1990
Skills
Cash Management, Risk Management, Wealth Management, Retirement Planning, Financial Analysis, Strategic Financial..., Portfolio Management, Investment Advisory, Alternative Investments, High Net Worth..., Finance, Financial Markets, Wealth Management..., CPA, Financial Planning, Mergers & Acquisitions
Education
The Ohio State University 1983 — 1987
BSBA
Centricity Wealth Management January 2013 - Present
Merrill Lynch 2002 - January 2013
JRP Consulting March 2000 - December 2001
Merrill Lynch May 1994 - March 2000
Cardinal Health October 1990 - May 1994
Ernst & Young December 1987 - October 1990
Skills
Cash Management, Risk Management, Wealth Management, Retirement Planning, Financial Analysis, Strategic Financial..., Portfolio Management, Investment Advisory, Alternative Investments, High Net Worth..., Finance, Financial Markets, Wealth Management..., CPA, Financial Planning, Mergers & Acquisitions
Education
The Ohio State University 1983 — 1987
BSBA
Evan P. Bliss's Merrill Lynch Experience 2010 - 2011
Job Capital & Strategic Planning
Industry Financial Services
Experience
VNB August 2014 - Present
Bank of New York Mellon August 2011 - August 2014
Merrill Lynch 2010 - 2011
Skills
Finance, Bloomberg, Investments, Financial Analysis, Microsoft Excel, Equities, Securities, Portfolio Management, Hedge Funds, Series 7, Analysis, Fixed Income, Accounting, Access, Relationship Management, Credit Risk, Financial Services, SPSS, Financial Modeling, Bloomberg Terminal, Alternative Investments, Asset Managment, Asset Management, Credit Risk Analysis, Distressed Securities, Bank Debt, Economics
Education
London School of Economics and Political Science, U. of London
Finance
William Paterson University of New Jersey
Economics
William Paterson University of New Jersey
Sociology
VNB August 2014 - Present
Bank of New York Mellon August 2011 - August 2014
Merrill Lynch 2010 - 2011
Skills
Finance, Bloomberg, Investments, Financial Analysis, Microsoft Excel, Equities, Securities, Portfolio Management, Hedge Funds, Series 7, Analysis, Fixed Income, Accounting, Access, Relationship Management, Credit Risk, Financial Services, SPSS, Financial Modeling, Bloomberg Terminal, Alternative Investments, Asset Managment, Asset Management, Credit Risk Analysis, Distressed Securities, Bank Debt, Economics
Education
London School of Economics and Political Science, U. of London
Finance
William Paterson University of New Jersey
Economics
William Paterson University of New Jersey
Sociology
Daniel Walder's Merrill Lynch Experience June 2012 - August 2012
Job Law Student at The University of Texas at Austin
Industry Law Practice
Experience
Pro Unlimited at Facebook December 2014 - August 2015
Cumberland Consulting Group June 2013 - June 2014
Merrill Lynch June 2012 - August 2012
Education
The University of Texas School of Law 2015 — 2018
Doctor of Law (JD), Law
Vanderbilt University 2009 — 2013
Bachelor's degree, History
London School of Economics and Political Science 2011 — 2011
Pro Unlimited at Facebook December 2014 - August 2015
Cumberland Consulting Group June 2013 - June 2014
Merrill Lynch June 2012 - August 2012
Education
The University of Texas School of Law 2015 — 2018
Doctor of Law (JD), Law
Vanderbilt University 2009 — 2013
Bachelor's degree, History
London School of Economics and Political Science 2011 — 2011
Jeremy Garfield, CFA's Merrill Lynch Experience 2006 - 2007
Job Director at Dexia
Industry Banking
Experience
Dexia April 2014 - Present
Dexia July 2009 - March 2014
Financial Security Assurance August 2007 - July 2009
Merrill Lynch 2006 - 2007
Nomura Securities 2004 - 2006
UBS 2003 - 2004
Credit Suisse Asset Management 2000 - 2003
Fiduciary Trust Company 1998 - 1999
Skills
Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Valuation, Credit Risk, Risk Management, Capital Markets, Derivatives, Securities
Education
London School of Economics and Political Science 1998 — 1999
The Pennsylvania State University 1995 — 1999
Bachelor of Science, Finance and International Business
Dexia April 2014 - Present
Dexia July 2009 - March 2014
Financial Security Assurance August 2007 - July 2009
Merrill Lynch 2006 - 2007
Nomura Securities 2004 - 2006
UBS 2003 - 2004
Credit Suisse Asset Management 2000 - 2003
Fiduciary Trust Company 1998 - 1999
Skills
Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Valuation, Credit Risk, Risk Management, Capital Markets, Derivatives, Securities
Education
London School of Economics and Political Science 1998 — 1999
The Pennsylvania State University 1995 — 1999
Bachelor of Science, Finance and International Business
Carol Ogilvie's Merrill Lynch Experience July 2006 - April 2008
Job Branch Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2011 - Present
Merrill Lynch July 2006 - April 2008
Morgan Stanley September 2003 - June 2006
Wells Fargo 1976 - 2003
Education
The Ohio State University
California Bank & Trust July 2011 - Present
Merrill Lynch July 2006 - April 2008
Morgan Stanley September 2003 - June 2006
Wells Fargo 1976 - 2003
Education
The Ohio State University
Blake Gates's Merrill Lynch Experience June 2011 - April 2014
Job Sales at Morral Companies
Industry Farming
Experience
Morral Companies April 2014 - Present
Merrill Lynch June 2011 - April 2014
Skills
Series 7, Investments, Wealth Management
Education
The Ohio State University 2007 — 2011
Bachelor of Science (BS), Finance, General
Morral Companies April 2014 - Present
Merrill Lynch June 2011 - April 2014
Skills
Series 7, Investments, Wealth Management
Education
The Ohio State University 2007 — 2011
Bachelor of Science (BS), Finance, General
Todd Mendlinger's Merrill Lynch Experience April 2011 - May 2011
Job Senior Media Strategist at Ampush
Industry Marketing and Advertising
Experience
Ampush February 2015 - Present
Ampush January 2014 - January 2015
LivingSocial July 2012 - July 2013
LivingSocial May 2011 - June 2012
Merrill Lynch April 2011 - May 2011
Northstar Wealth Partners June 2010 - August 2010
LAZ Parking June 2009 - August 2009
Skills
Online Advertising, Product Development, Conversion Optimization, A/B testing, Google Analytics, Data Visualization, Regular Expressions, Online Marketing, Web Analytics, Social Media Marketing, Marketing
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (BA), Economics
Loomis Chaffee 2004 — 2008
Ampush February 2015 - Present
Ampush January 2014 - January 2015
LivingSocial July 2012 - July 2013
LivingSocial May 2011 - June 2012
Merrill Lynch April 2011 - May 2011
Northstar Wealth Partners June 2010 - August 2010
LAZ Parking June 2009 - August 2009
Skills
Online Advertising, Product Development, Conversion Optimization, A/B testing, Google Analytics, Data Visualization, Regular Expressions, Online Marketing, Web Analytics, Social Media Marketing, Marketing
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (BA), Economics
Loomis Chaffee 2004 — 2008
Jack Gunn's Merrill Lynch Experience March 1993 - October 2008
Job CEO, Eidex LLC
Industry
Experience
Eidex LLC September 2013 - Present
Merrill Lynch March 1993 - October 2008
Goldman Sachs March 1986 - March 1993
Skills
Strategic Planning, Business Strategy, New Business Development, Marketing Strategy, Start-ups, Entrepreneurship, Business Development, Management, Negotiation, Project Management, Sales Management, Team Building, Social Media, Public Speaking, Marketing, Change Management, Product Development, Business Planning, Customer Service, Strategy
Education
The University of Chicago Booth School of Business 1983 — 1986
Master of Business Administration (M.B.A.), Finance
The London School of Economics and Political Science (LSE) 1984 — 1985
Master's Degree, Economics
Washignton University in St. Louis 1979 — 1983
Bachelor's Degree, Economics, History
Eidex LLC September 2013 - Present
Merrill Lynch March 1993 - October 2008
Goldman Sachs March 1986 - March 1993
Skills
Strategic Planning, Business Strategy, New Business Development, Marketing Strategy, Start-ups, Entrepreneurship, Business Development, Management, Negotiation, Project Management, Sales Management, Team Building, Social Media, Public Speaking, Marketing, Change Management, Product Development, Business Planning, Customer Service, Strategy
Education
The University of Chicago Booth School of Business 1983 — 1986
Master of Business Administration (M.B.A.), Finance
The London School of Economics and Political Science (LSE) 1984 — 1985
Master's Degree, Economics
Washignton University in St. Louis 1979 — 1983
Bachelor's Degree, Economics, History
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank