Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Patrick Fox Patrick Fox's Merrill Lynch Experience 2006 - 2006
Job Partner at New Energy Capital Partners LLC
Industry Financial Services
Experience
New Energy Capital Partners LLC September 2014 - Present
Hannon Armstrong Sustainable Infrastructure Capital 2011 - August 2014
Pacific Gas and Electric Company 2009 - 2011
Pacific Gas and Electric Company 2008 - 2009
PG&E Corporation 2007 - 2008
Merrill Lynch 2006 - 2006
US Air Force 1998 - 2005
Skills
Due Diligence, Mergers & Acquisitions, Energy, Structured Finance, Strategy, Investments, Finance, Capital Markets, Investment Banking, Financial Structuring, Commodity, Business Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Master of Business Administration (MBA)
United States Air Force Academy 1994 — 1998
Bachelor of Science (BS), Economics
New Energy Capital Partners LLC September 2014 - Present
Hannon Armstrong Sustainable Infrastructure Capital 2011 - August 2014
Pacific Gas and Electric Company 2009 - 2011
Pacific Gas and Electric Company 2008 - 2009
PG&E Corporation 2007 - 2008
Merrill Lynch 2006 - 2006
US Air Force 1998 - 2005
Skills
Due Diligence, Mergers & Acquisitions, Energy, Structured Finance, Strategy, Investments, Finance, Capital Markets, Investment Banking, Financial Structuring, Commodity, Business Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Master of Business Administration (MBA)
United States Air Force Academy 1994 — 1998
Bachelor of Science (BS), Economics
Doug Hicks CPA, CFP® Doug Hicks CPA, CFP®'s Merrill Lynch Experience June 2005 - November 2012
Job Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2013 - Present
MAI Wealth Advisors, LLC November 2012 - September 2013
Merrill Lynch June 2005 - November 2012
Morgan Stanley Wealth Management June 2004 - June 2005
KPMG January 2003 - May 2003
Skills
Strategic Financial..., Investments, Estate Planning, Certified Financial..., Portfolio Management, Notary Public, Mutual Funds, Financial Analysis, Equities, Financial Modeling, Fixed Income, Bonds, Hedge Funds, Asset Managment, Alternative Investments, Valuation, Passed Level 1 of the..., 401k, Investment Strategies, Equity Research, Securities, Financial Statement..., Capital Markets, Derivatives, Risk Management, Financial Reporting, CPA, Business Succession..., Series 7, Series 66, Series 63, Series 65, Insurance License...
Education
The University of Akron
Bachelor of Science (B.S.), Accounting, Cum Laude
The University of Akron
Bachelor of Science (B.S.), Finance, Cum Laude
PNC Wealth Management September 2013 - Present
MAI Wealth Advisors, LLC November 2012 - September 2013
Merrill Lynch June 2005 - November 2012
Morgan Stanley Wealth Management June 2004 - June 2005
KPMG January 2003 - May 2003
Skills
Strategic Financial..., Investments, Estate Planning, Certified Financial..., Portfolio Management, Notary Public, Mutual Funds, Financial Analysis, Equities, Financial Modeling, Fixed Income, Bonds, Hedge Funds, Asset Managment, Alternative Investments, Valuation, Passed Level 1 of the..., 401k, Investment Strategies, Equity Research, Securities, Financial Statement..., Capital Markets, Derivatives, Risk Management, Financial Reporting, CPA, Business Succession..., Series 7, Series 66, Series 63, Series 65, Insurance License...
Education
The University of Akron
Bachelor of Science (B.S.), Accounting, Cum Laude
The University of Akron
Bachelor of Science (B.S.), Finance, Cum Laude
Thomas Martin's Merrill Lynch Experience February 2009 - May 2009
Job Summer Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company June 2015 - Present
Tuck School of Business at Dartmouth College August 2014 - Present
Greenwich Strategy April 2013 - June 2014
United Technologies February 2011 - March 2013
United Technologies July 2009 - February 2011
Merrill Lynch February 2009 - May 2009
Ernst & Young June 2008 - August 2008
Deloitte & Touche May 2008 - July 2008
Skills
Scuba Diving, "Training The Street"..., Financial Modeling, Strategy, Financial Analysis, Managerial Finance, Hyperion Enterprise, Valuation, Mergers & Acquisitions, Strategic Financial..., Auditing, Due Diligence, Business Strategy, Competitive Analysis, SAP, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA)
University of Connecticut 2009 — 2010
Non-degree program, Business, 4.0 / 4.0
University of South Carolina - The Moore School of Business 2005 — 2009
BS, Accounting, Finance, Summa Cum Laude
McKinsey & Company June 2015 - Present
Tuck School of Business at Dartmouth College August 2014 - Present
Greenwich Strategy April 2013 - June 2014
United Technologies February 2011 - March 2013
United Technologies July 2009 - February 2011
Merrill Lynch February 2009 - May 2009
Ernst & Young June 2008 - August 2008
Deloitte & Touche May 2008 - July 2008
Skills
Scuba Diving, "Training The Street"..., Financial Modeling, Strategy, Financial Analysis, Managerial Finance, Hyperion Enterprise, Valuation, Mergers & Acquisitions, Strategic Financial..., Auditing, Due Diligence, Business Strategy, Competitive Analysis, SAP, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA)
University of Connecticut 2009 — 2010
Non-degree program, Business, 4.0 / 4.0
University of South Carolina - The Moore School of Business 2005 — 2009
BS, Accounting, Finance, Summa Cum Laude
Kris Irizawa Kris Irizawa's Merrill Lynch Experience July 2002 - June 2006
Job Sr. Manager Marketing Analytics
Industry Internet
Experience
LivePerson September 2014 - Present
Logitech June 2011 - September 2014
Logitech June 2009 - June 2011
O'grady Meyers October 2007 - March 2009
IgniteHealth 2006 - 2007
Merrill Lynch July 2002 - June 2006
Skills
Web Analytics, Google Analytics, Google Adwords, Business Intelligence, SQL, User Experience, Multivariate Testing, A/B testing, CRM, SEM, WebTrends, Omniture, VOC, Ruby, Git, Unix, Tableau, OBIEE, NPD, Digital Marketing, MySQL, Perl Script, JavaScript, Marketing Analytics, ClickTale, Business Objects, SEO, Usability, WebTrends Analytics, Analytics, Conversion Optimization, E-commerce, Product Development, Digital Strategy, Multi-channel Marketing, Competitive Analysis, Strategy, Interactive Marketing, Segmentation, Integrated Marketing, Mobile Devices, Mobile Marketing, Social Media Measurement, Landing Page..., Analytique
Education
The University of British Columbia 2006 — 2006
AA, Web Analytics
University of California, Irvine 1997 — 2002
BS, Electrical Engineering
LivePerson September 2014 - Present
Logitech June 2011 - September 2014
Logitech June 2009 - June 2011
O'grady Meyers October 2007 - March 2009
IgniteHealth 2006 - 2007
Merrill Lynch July 2002 - June 2006
Skills
Web Analytics, Google Analytics, Google Adwords, Business Intelligence, SQL, User Experience, Multivariate Testing, A/B testing, CRM, SEM, WebTrends, Omniture, VOC, Ruby, Git, Unix, Tableau, OBIEE, NPD, Digital Marketing, MySQL, Perl Script, JavaScript, Marketing Analytics, ClickTale, Business Objects, SEO, Usability, WebTrends Analytics, Analytics, Conversion Optimization, E-commerce, Product Development, Digital Strategy, Multi-channel Marketing, Competitive Analysis, Strategy, Interactive Marketing, Segmentation, Integrated Marketing, Mobile Devices, Mobile Marketing, Social Media Measurement, Landing Page..., Analytique
Education
The University of British Columbia 2006 — 2006
AA, Web Analytics
University of California, Irvine 1997 — 2002
BS, Electrical Engineering
Noland Langford,MBA,CFP® Noland Langford,MBA,CFP®'s Merrill Lynch Experience August 1999 - May 2005
Job President & CEO at Left Brain Wealth Management, LLC.
Industry Financial Services
Experience
Left Brain Wealth Management, LLC. May 2014 - Present
Wells Fargo Advisors, LLC May 2005 - May 2014
Merrill Lynch August 1999 - May 2005
Education
The University of Chicago Booth School of Business
Left Brain Wealth Management, LLC. May 2014 - Present
Wells Fargo Advisors, LLC May 2005 - May 2014
Merrill Lynch August 1999 - May 2005
Education
The University of Chicago Booth School of Business
Vicky Gillmor's Merrill Lynch Experience February 1997 - December 2001
Job Registered Client Associate at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities April 2013 - Present
The Woodlands Park & Rec Center March 2011 - Present
Morgan Stanley August 2012 - April 2013
Ameriprise Financial Services, Inc. April 2010 - December 2010
Smith Barney October 2005 - March 2008
McDonald Investments Inc. December 2003 - August 2005
Merrill Lynch February 1997 - December 2001
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Strategies, Long Distance Running, Group Exercise..., Certified Running Coach, Coaching
Education
The University of Akron
Lincoln Financial Securities April 2013 - Present
The Woodlands Park & Rec Center March 2011 - Present
Morgan Stanley August 2012 - April 2013
Ameriprise Financial Services, Inc. April 2010 - December 2010
Smith Barney October 2005 - March 2008
McDonald Investments Inc. December 2003 - August 2005
Merrill Lynch February 1997 - December 2001
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Strategies, Long Distance Running, Group Exercise..., Certified Running Coach, Coaching
Education
The University of Akron
Ryan Krouskop Ryan Krouskop's Merrill Lynch Experience June 2009 - August 2009
Job Senior Associate at Five Points Capital (previously known as BB&T Capital Partners)
Industry Venture Capital & Private Equity
Experience
Five Points Capital April 2014 - Present
BlackArch Partners May 2011 - February 2014
Bank of America Merrill Lynch July 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Deloitte Consulting August 2005 - July 2008
Accenture May 2004 - August 2004
Skills
Series 63, Series 79, FINRA, Strategy, LBO, Investments, Private Equity, Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Securities, Capital IQ, Bloomberg, Equities, Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA
University of North Carolina at Chapel Hill 2001 — 2005
BS, Business Administration
Five Points Capital April 2014 - Present
BlackArch Partners May 2011 - February 2014
Bank of America Merrill Lynch July 2010 - April 2011
Merrill Lynch June 2009 - August 2009
Deloitte Consulting August 2005 - July 2008
Accenture May 2004 - August 2004
Skills
Series 63, Series 79, FINRA, Strategy, LBO, Investments, Private Equity, Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Securities, Capital IQ, Bloomberg, Equities, Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA
University of North Carolina at Chapel Hill 2001 — 2005
BS, Business Administration
David Stockman David Stockman's Merrill Lynch Experience 1999 - 2012
Job Executive Vice President at Pollack Films
Industry Motion Pictures and Film
Experience
Pollack Films 2012 - Present
Merrill Lynch 1999 - 2012
DevCor, Inc. 1992 - 1999
Duncan Hill, Inc. 1990 - 1992
Meaden & Moore 1988 - 1992
Skills
Wealth Management, Series 7, Mergers & Acquisitions, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Asset Management, Uniform Combined State..., Estate Planning, Relationship Management, Mergers, Financial Services, Film Production, Independent Film, Financial Planning
Education
The University of Akron 1980 — 1985
Bachelor of Science, Accounting
The University of Akron 1980 — 1985
Bachelor of Science (BS), Accounting and Finance
Pollack Films 2012 - Present
Merrill Lynch 1999 - 2012
DevCor, Inc. 1992 - 1999
Duncan Hill, Inc. 1990 - 1992
Meaden & Moore 1988 - 1992
Skills
Wealth Management, Series 7, Mergers & Acquisitions, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Asset Management, Uniform Combined State..., Estate Planning, Relationship Management, Mergers, Financial Services, Film Production, Independent Film, Financial Planning
Education
The University of Akron 1980 — 1985
Bachelor of Science, Accounting
The University of Akron 1980 — 1985
Bachelor of Science (BS), Accounting and Finance
Patrick W. Zanoni CPA, CFA's Merrill Lynch Experience 2006 - 2007
Job VP Finance /CFO at CipherCloud
Industry Computer Software
Experience
CipherCloud 2012 - Present
Contract Clients 2010 - 2012
Fusion Systems Japan 2008 - 2010
Credit Suisse 2007 - 2008
Merrill Lynch 2006 - 2007
Telephone and Data Systems™ (TDS™) 2003 - 2006
Lehman Brothers 2000 - 2003
The American Chamber of Commerce in Japan 1994 - 1997
Yokogawa Engineering Service 1991 - 1994
Accenture (Andersen Consulting) 1989 - 1991
Skills
Mergers & Acquisitions, Due Diligence, Corporate Finance, Private Equity, Venture Capital, Investment Banking, Valuation, Mergers, Accounting, Investments, Business Strategy, Corporate Development, Financial Modeling, Start-ups, Strategic Partnerships, Financial Analysis, Equities, Financial Accounting, M&A experience, Capital Markets, Entrepreneurship, IPO, Acquisition Integration, Strategic Planning, Competitive Analysis, Integration, Investor Relations, Divestitures, Business Valuation, Joint Ventures, Business Planning, Financial Management, Debt, Strategy Development, Financial Reporting, Industry Analysis, Business Analysis, Cash Management, Japanese, Sales Operations, Managerial Finance, HR Policies, Long Range Planning, Forecasting, Cash Flow Forecasting, Monthly Closing, Team Leadership, Finance, Revenue & Profit Growth, Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Accounting
University of Wisconsin-Madison - School of Business 1984 — 1988
BBA, Information Systems Analysis and Design / Management
CipherCloud 2012 - Present
Contract Clients 2010 - 2012
Fusion Systems Japan 2008 - 2010
Credit Suisse 2007 - 2008
Merrill Lynch 2006 - 2007
Telephone and Data Systems™ (TDS™) 2003 - 2006
Lehman Brothers 2000 - 2003
The American Chamber of Commerce in Japan 1994 - 1997
Yokogawa Engineering Service 1991 - 1994
Accenture (Andersen Consulting) 1989 - 1991
Skills
Mergers & Acquisitions, Due Diligence, Corporate Finance, Private Equity, Venture Capital, Investment Banking, Valuation, Mergers, Accounting, Investments, Business Strategy, Corporate Development, Financial Modeling, Start-ups, Strategic Partnerships, Financial Analysis, Equities, Financial Accounting, M&A experience, Capital Markets, Entrepreneurship, IPO, Acquisition Integration, Strategic Planning, Competitive Analysis, Integration, Investor Relations, Divestitures, Business Valuation, Joint Ventures, Business Planning, Financial Management, Debt, Strategy Development, Financial Reporting, Industry Analysis, Business Analysis, Cash Management, Japanese, Sales Operations, Managerial Finance, HR Policies, Long Range Planning, Forecasting, Cash Flow Forecasting, Monthly Closing, Team Leadership, Finance, Revenue & Profit Growth, Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Accounting
University of Wisconsin-Madison - School of Business 1984 — 1988
BBA, Information Systems Analysis and Design / Management
William Connolly William Connolly's Merrill Lynch Experience July 2014 - Present
Job Global Wealth and Investment Management Analyst, Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
IntraLinks January 2013 - March 2013
Skills
A good work ethic, Team oriented, Passionate, Teamwork, Microsoft Excel, Analytical Skills, Market Research, Competitive Analysis, Valuation, Leadership, Social Networking, Time Management, Team-oriented, Public Speaking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program
Dartmouth College 2010 — 2014
St. Sebastian's School
Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
IntraLinks January 2013 - March 2013
Skills
A good work ethic, Team oriented, Passionate, Teamwork, Microsoft Excel, Analytical Skills, Market Research, Competitive Analysis, Valuation, Leadership, Social Networking, Time Management, Team-oriented, Public Speaking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program
Dartmouth College 2010 — 2014
St. Sebastian's School
Stephanie Soybel's Merrill Lynch Experience May 2008 - August 2008
Job Vice President, Treasury Sales Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch September 2012 - November 2014
Bank of America Merrill Lynch July 2011 - September 2012
Customer Portfolios June 2009 - August 2009
Fiduciary Trust Company May 2008 - August 2008
Merrill Lynch May 2008 - August 2008
Skills
Equities, Fixed Income, Valuation, Corporate Finance, Investments, Bloomberg, Finance, Banking, Financial Modeling, Investment Banking, Treasury, Treasury Management, Portfolio Management, Securities, Analysis
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Major in Economics, Minor in Environmental Studies
The Tuck School of Business at Dartmouth 2010 — 2010
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch September 2012 - November 2014
Bank of America Merrill Lynch July 2011 - September 2012
Customer Portfolios June 2009 - August 2009
Fiduciary Trust Company May 2008 - August 2008
Merrill Lynch May 2008 - August 2008
Skills
Equities, Fixed Income, Valuation, Corporate Finance, Investments, Bloomberg, Finance, Banking, Financial Modeling, Investment Banking, Treasury, Treasury Management, Portfolio Management, Securities, Analysis
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Major in Economics, Minor in Environmental Studies
The Tuck School of Business at Dartmouth 2010 — 2010
Carol Peltz Gelman Carol Peltz Gelman's Merrill Lynch Experience February 2013 - March 2014
Job Business Development I Marketing and Advertising I Legal Compliance
Industry Law Practice
Experience
Fisher & Phillips LLP March 2014 - Present
Merrill Lynch February 2013 - March 2014
NBC Universal February 2008 - May 2010
NBC Universal August 2007 - February 2008
Village of Homewood April 2003 - September 2006
Thompson Hine LLP January 1992 - January 1994
Thompson Hine LLP September 1990 - September 1992
Skills
Legal Compliance, Chicago Depression Era..., Research, Commercial Litigation, Legal Writing, Legal Research, Corporate Law, Compliance, Writing, Microsoft Office, Due Diligence, Corporate Governance, Civil Litigation, Licensing
Education
The Ohio State University Moritz College of Law 1987 — 1990
JD, Law
Tufts University 1983 — 1987
B.A, History
Laurel School
Fisher & Phillips LLP March 2014 - Present
Merrill Lynch February 2013 - March 2014
NBC Universal February 2008 - May 2010
NBC Universal August 2007 - February 2008
Village of Homewood April 2003 - September 2006
Thompson Hine LLP January 1992 - January 1994
Thompson Hine LLP September 1990 - September 1992
Skills
Legal Compliance, Chicago Depression Era..., Research, Commercial Litigation, Legal Writing, Legal Research, Corporate Law, Compliance, Writing, Microsoft Office, Due Diligence, Corporate Governance, Civil Litigation, Licensing
Education
The Ohio State University Moritz College of Law 1987 — 1990
JD, Law
Tufts University 1983 — 1987
B.A, History
Laurel School
Adam Nelson Adam Nelson's Merrill Lynch Experience July 2008 - June 2010
Job Vice President at Peak Rock Capital
Industry Higher Education
Experience
Peak Rock Capital May 2015 - Present
Koch Industries June 2014 - September 2014
KRG Capital July 2010 - July 2013
Merrill Lynch July 2008 - June 2010
Skills
LBO, Valuation, Financial Modeling, Due Diligence, Private Equity, Investment Banking, Mergers & Acquisitions, Capital Raising, Portfolio Management
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), General Management
Yale University 2004 — 2008
Bachelor of Arts (BA), Economics
Peak Rock Capital May 2015 - Present
Koch Industries June 2014 - September 2014
KRG Capital July 2010 - July 2013
Merrill Lynch July 2008 - June 2010
Skills
LBO, Valuation, Financial Modeling, Due Diligence, Private Equity, Investment Banking, Mergers & Acquisitions, Capital Raising, Portfolio Management
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), General Management
Yale University 2004 — 2008
Bachelor of Arts (BA), Economics
Anita Ortiz Anita Ortiz's Merrill Lynch Experience December 1999 - August 2001
Job Managing Partner at 9Locals Investments LLC
Industry Financial Services
Experience
9Locals Investments LLC September 2013 - Present
Photographer April 2011 - January 2015
Morgan Stanley July 2006 - April 2011
UBS April 2003 - October 2005
Merrill Lynch December 1999 - August 2001
Merrill Lynch 1992 - 1999
Skills
Banking, Credit, Mortgage Lending, Loans, Securities Lending, Product Development, Product Management, Private Banking, Wealth Management, Series 7, Credit Analysis, Management, Business Development, Series 63, Financial Advisory, Finance, Marketing, Financial Risk, Financial Services, Forecasting, Portfolio Management
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Concentrations in Finance, Marketing and Strategy
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
BBA, Accounting
9Locals Investments LLC September 2013 - Present
Photographer April 2011 - January 2015
Morgan Stanley July 2006 - April 2011
UBS April 2003 - October 2005
Merrill Lynch December 1999 - August 2001
Merrill Lynch 1992 - 1999
Skills
Banking, Credit, Mortgage Lending, Loans, Securities Lending, Product Development, Product Management, Private Banking, Wealth Management, Series 7, Credit Analysis, Management, Business Development, Series 63, Financial Advisory, Finance, Marketing, Financial Risk, Financial Services, Forecasting, Portfolio Management
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Concentrations in Finance, Marketing and Strategy
The University of Texas at Austin - Red McCombs School of Business 1988 — 1992
BBA, Accounting
William Whitaker, CFA William Whitaker, CFA's Merrill Lynch Experience June 2007 - September 2007
Job Corporate Development at Ashland Inc
Industry Venture Capital & Private Equity
Experience
Ashland Inc May 2015 - Present
Gray Ghost Ventures October 2012 - April 2015
Ernst & Young August 2010 - October 2012
Diamond Hill Investments June 2009 - September 2009
Copper Run Capital LLC July 2008 - April 2009
Merrill Lynch June 2007 - September 2007
Skills
Business Valuation, Equity Valuation, Financial Analysis, Financial Modeling, Business Acquisition, Purchase Price..., Venture Capital, Impact Investing, Investments, Capital Markets, Equities, Valuation
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Finance, Economics
Ashland Inc May 2015 - Present
Gray Ghost Ventures October 2012 - April 2015
Ernst & Young August 2010 - October 2012
Diamond Hill Investments June 2009 - September 2009
Copper Run Capital LLC July 2008 - April 2009
Merrill Lynch June 2007 - September 2007
Skills
Business Valuation, Equity Valuation, Financial Analysis, Financial Modeling, Business Acquisition, Purchase Price..., Venture Capital, Impact Investing, Investments, Capital Markets, Equities, Valuation
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Finance, Economics
Gary Aiello's Merrill Lynch Experience July 2011 - July 2012
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
L.E.K. Consulting June 2013 - August 2013
Merrill Lynch July 2011 - July 2012
Merrill Lynch July 2010 - July 2011
Merrill Lynch June 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Merrill Lynch June 2005 - August 2006
Skills
Capital Markets, Investment Banking, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Bonds, Derivatives, Private Equity, Wealth Management, Structured Finance, Municipal Bonds, Interest Rate Swaps, Articulate Communicator, Series 7, Series 63, Microsoft Excel, Product Structuring, Highly self-motivated, PowerPoint, Problem Solving, Acquisition Integration, Mergers & Acquisitions, Business Strategy, Strategy
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Villanova University 2004 — 2008
B.S., Finance, Economics, 3.81
University of Cambridge 2006 — 2006
Study Abroad, Finance, Economics, Political Science
Don Bosco Preparatory High School 2000 — 2004
Bain & Company September 2014 - Present
L.E.K. Consulting June 2013 - August 2013
Merrill Lynch July 2011 - July 2012
Merrill Lynch July 2010 - July 2011
Merrill Lynch June 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Merrill Lynch June 2005 - August 2006
Skills
Capital Markets, Investment Banking, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Bonds, Derivatives, Private Equity, Wealth Management, Structured Finance, Municipal Bonds, Interest Rate Swaps, Articulate Communicator, Series 7, Series 63, Microsoft Excel, Product Structuring, Highly self-motivated, PowerPoint, Problem Solving, Acquisition Integration, Mergers & Acquisitions, Business Strategy, Strategy
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Villanova University 2004 — 2008
B.S., Finance, Economics, 3.81
University of Cambridge 2006 — 2006
Study Abroad, Finance, Economics, Political Science
Don Bosco Preparatory High School 2000 — 2004
Morgan Trimacco Morgan Trimacco's Merrill Lynch Experience 2002 - 2002
Job Tax Accountant at Cohen & Company
Industry Accounting
Experience
Cohen & Company January 2003 - Present
Merrill Lynch 2002 - 2002
Skills
Accounting, Tax, Corporate Tax, Tax Preparation, Income Tax, Tax Research, Multi-state tax returns
Education
The University of Akron 2003 — 2004
Master's degree, Taxation
Youngstown State University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Cohen & Company January 2003 - Present
Merrill Lynch 2002 - 2002
Skills
Accounting, Tax, Corporate Tax, Tax Preparation, Income Tax, Tax Research, Multi-state tax returns
Education
The University of Akron 2003 — 2004
Master's degree, Taxation
Youngstown State University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Aaron Veldheer Aaron Veldheer's Merrill Lynch Experience June 2014 - Present
Job Advisory Services
Industry Executive Office
Experience
Merrill Lynch June 2014 - Present
NFL Agent October 2012 - Present
Intersport July 2012 - May 2014
Intersport September 2010 - August 2012
Goldman Sachs June 2010 - September 2010
Goldberg Kohn Ltd. February 2007 - December 2009
Miller Johnson September 2004 - February 2007
Skills
Strategy, Social Media, Finance, Project Management, Investment Management, Strategic Planning, Mergers, Corporate Governance, Real Estate, Securities, Due Diligence, Contract Negotiation, Acquisitions, Business Strategy, Leadership
Education
The University of Chicago Booth School of Business 2008 — 2010
Master, Business Administration; Marketing, Finance and Economics Concentrations
Michigan State University College of Law 2001 — 2004
J.D., Corporate Concentration - Summa Cum Laude
Hillsdale College 1998 — 2001
BA, Marketing & Spanish - Magna Cum Laude
Merrill Lynch June 2014 - Present
NFL Agent October 2012 - Present
Intersport July 2012 - May 2014
Intersport September 2010 - August 2012
Goldman Sachs June 2010 - September 2010
Goldberg Kohn Ltd. February 2007 - December 2009
Miller Johnson September 2004 - February 2007
Skills
Strategy, Social Media, Finance, Project Management, Investment Management, Strategic Planning, Mergers, Corporate Governance, Real Estate, Securities, Due Diligence, Contract Negotiation, Acquisitions, Business Strategy, Leadership
Education
The University of Chicago Booth School of Business 2008 — 2010
Master, Business Administration; Marketing, Finance and Economics Concentrations
Michigan State University College of Law 2001 — 2004
J.D., Corporate Concentration - Summa Cum Laude
Hillsdale College 1998 — 2001
BA, Marketing & Spanish - Magna Cum Laude
Brandon Dauer Brandon Dauer's Merrill Lynch Experience January 2005 - January 2007
Job AVP Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2007 - Present
Merrill Lynch January 2005 - January 2007
Skills
Strategy, Loans, Credit Analysis, Commercial Lending, Credit, Portfolio Management, Finance, Commercial Banking, Banking, Small Business Lending, Loan Origination, Lines Of Credit, Treasury Management, Mortgage Lending, Consumer Lending
Education
The University of Akron 2002 — 2006
Bachelor of Science (BS), Finance
Aquinas
Aquinas
JPMorgan Chase February 2007 - Present
Merrill Lynch January 2005 - January 2007
Skills
Strategy, Loans, Credit Analysis, Commercial Lending, Credit, Portfolio Management, Finance, Commercial Banking, Banking, Small Business Lending, Loan Origination, Lines Of Credit, Treasury Management, Mortgage Lending, Consumer Lending
Education
The University of Akron 2002 — 2006
Bachelor of Science (BS), Finance
Aquinas
Aquinas
Firman Leung's Merrill Lynch Experience August 1985 - March 1991
Job Managing Director, Investment Banking for ARC and RCS Capital
Industry Investment Banking
Experience
AR Capital and RCS Capital November 2012 - Present
Sandler O'Neill & Partners February 2002 - August 2012
Salomon Brothers July 1994 - November 2001
Grupo Financiero Serfin March 1991 - June 1994
Merrill Lynch August 1985 - March 1991
Morgan Stanley 1980 - 1983
Skills
Equity Capital Markets, Series 7, Series 24, Private Placements, Investment Banking, Series 63, Debt Capital Markets, Capital Markets, Private Equity, Mergers & Acquisitions, Asset Management, Hedge Funds, Capital Raising, Fixed Income, Valuation, Equity Research, Investments, Equities, IPO, Financial Modeling, Securities, FINRA, Venture Capital, Emerging Markets, Bonds, Alternative Investments, Due Diligence, Corporate Finance, Financial Services
Education
Tuck School of Business at Dartmouth 1983 — 1985
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1976 — 1979
Bachelor's degree, Finance, General
North Shore High School
North Shore High School
North Shore High School
AR Capital and RCS Capital November 2012 - Present
Sandler O'Neill & Partners February 2002 - August 2012
Salomon Brothers July 1994 - November 2001
Grupo Financiero Serfin March 1991 - June 1994
Merrill Lynch August 1985 - March 1991
Morgan Stanley 1980 - 1983
Skills
Equity Capital Markets, Series 7, Series 24, Private Placements, Investment Banking, Series 63, Debt Capital Markets, Capital Markets, Private Equity, Mergers & Acquisitions, Asset Management, Hedge Funds, Capital Raising, Fixed Income, Valuation, Equity Research, Investments, Equities, IPO, Financial Modeling, Securities, FINRA, Venture Capital, Emerging Markets, Bonds, Alternative Investments, Due Diligence, Corporate Finance, Financial Services
Education
Tuck School of Business at Dartmouth 1983 — 1985
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1976 — 1979
Bachelor's degree, Finance, General
North Shore High School
North Shore High School
North Shore High School
Ashley Szanny Ashley Szanny's Merrill Lynch Experience April 2015 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
The J Arnold Wealth Management Company January 2013 - Present
Farmers National Bank November 2014 - April 2015
The J Arnold Wealth Management Company October 2013 - May 2014
Ann Taylor August 2009 - January 2013
Ann Taylor LOFT August 2009 - January 2013
Mount Union College Student Affairs June 2009 - August 2009
Mount Union College August 2006 - May 2009
Mount Union College August 2006 - May 2009
Mount Union College August 2006 - May 2009
Skills
Inventory Management, Customer Service, Event Planning, Time Management, Microsoft Office, Superior Work Ethic, Ability to delegate, Problem Solving, Communication, Self-driven, Highly detail oriented, Ability to train, Analytical ability, Ability to implement
Education
The University of Akron 2009 — 2011
Master's, Higher Education Administration
The University of AkronMaster 2009 — 2011
Master's of Education, Higher Education Administration
Mount Union College 2005 — 2009
Bachelor’s of Arts, Business Administration; Human Resources Quantitative Analysis
University of Mount Union 2005 — 2009
BA, Business Admin- Human Resources
Merrill Lynch April 2015 - Present
The J Arnold Wealth Management Company January 2013 - Present
Farmers National Bank November 2014 - April 2015
The J Arnold Wealth Management Company October 2013 - May 2014
Ann Taylor August 2009 - January 2013
Ann Taylor LOFT August 2009 - January 2013
Mount Union College Student Affairs June 2009 - August 2009
Mount Union College August 2006 - May 2009
Mount Union College August 2006 - May 2009
Mount Union College August 2006 - May 2009
Skills
Inventory Management, Customer Service, Event Planning, Time Management, Microsoft Office, Superior Work Ethic, Ability to delegate, Problem Solving, Communication, Self-driven, Highly detail oriented, Ability to train, Analytical ability, Ability to implement
Education
The University of Akron 2009 — 2011
Master's, Higher Education Administration
The University of AkronMaster 2009 — 2011
Master's of Education, Higher Education Administration
Mount Union College 2005 — 2009
Bachelor’s of Arts, Business Administration; Human Resources Quantitative Analysis
University of Mount Union 2005 — 2009
BA, Business Admin- Human Resources
Steve Wilt Steve Wilt's Merrill Lynch Experience June 1988 - January 2009
Job Senior Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors January 2009 - Present
Merrill Lynch June 1988 - January 2009
Skills
Qualified Retirement..., Retirement Planning, Asset Allocation, Investment Strategies, 401k, Pensions, Non-Qualified Deferred..., Asset Managment, Retirement Plan..., Wealth Accumulation, Financial Risk, Retirement
Education
The University of Akron 1982 — 1987
BA, Business, International Marketing
CAPTRUST Financial Advisors January 2009 - Present
Merrill Lynch June 1988 - January 2009
Skills
Qualified Retirement..., Retirement Planning, Asset Allocation, Investment Strategies, 401k, Pensions, Non-Qualified Deferred..., Asset Managment, Retirement Plan..., Wealth Accumulation, Financial Risk, Retirement
Education
The University of Akron 1982 — 1987
BA, Business, International Marketing
Thomas Tracy's Merrill Lynch Experience October 2012 - October 2014
Job Regional Consultant AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein November 2014 - Present
Merrill Lynch October 2012 - October 2014
Skylight Financial Group, MassMutual affiliate July 2011 - June 2012
Skills
Series 7, Series 66, Series 6, Ohio Life, Ohio Accident and Health, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Financial Analysis, Mutual Funds, Strategic Financial...
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance, 3.0
JMHS 2005 — 2008
AllianceBernstein November 2014 - Present
Merrill Lynch October 2012 - October 2014
Skylight Financial Group, MassMutual affiliate July 2011 - June 2012
Skills
Series 7, Series 66, Series 6, Ohio Life, Ohio Accident and Health, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Financial Analysis, Mutual Funds, Strategic Financial...
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance, 3.0
JMHS 2005 — 2008
Tyler Steele, CFA Tyler Steele, CFA's Merrill Lynch Experience June 1999 - October 2003
Job Senior Vice President, Portfolio Manager at Richardson GMP
Industry Banking
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth September 2010 - October 2013
CIBC August 2007 - September 2010
Bear Stearns February 2006 - February 2007
Morgan Stanley February 2004 - March 2006
MSCI Barra 2004 - 2006
Merrill Lynch June 1999 - October 2003
Skills
Wealth Management, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Asset Allocation, Investment Strategies, Equities, Alternative Investments, Life Insurance, Estate Tax Planning, Fixed Income, Hedge Funds, Disability Insurance, GIC, Capital Markets, Mutual Funds, Asset Management, Bonds, Derivatives, Bloomberg, ETFs, Equity Research, Investment Management, Securities, Asset Managment, Options, Term Life Insurance, Estate Planning, Wealth Management...
Education
The University of British Columbia 1991 — 1994
BA, Economics
Handsworth 1986 — 1990
Richardson GMP November 2013 - Present
Macquarie Private Wealth September 2010 - October 2013
CIBC August 2007 - September 2010
Bear Stearns February 2006 - February 2007
Morgan Stanley February 2004 - March 2006
MSCI Barra 2004 - 2006
Merrill Lynch June 1999 - October 2003
Skills
Wealth Management, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Asset Allocation, Investment Strategies, Equities, Alternative Investments, Life Insurance, Estate Tax Planning, Fixed Income, Hedge Funds, Disability Insurance, GIC, Capital Markets, Mutual Funds, Asset Management, Bonds, Derivatives, Bloomberg, ETFs, Equity Research, Investment Management, Securities, Asset Managment, Options, Term Life Insurance, Estate Planning, Wealth Management...
Education
The University of British Columbia 1991 — 1994
BA, Economics
Handsworth 1986 — 1990
Elizabeth Cieri's Merrill Lynch Experience January 2012 - May 2012
Job Investment Banking Analyst at AGC Partners
Industry Financial Services
Experience
AGC Partners July 2013 - May 2015
Trinity College - Hartford January 2012 - May 2013
America's Growth Capital May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
North River Outfitter May 2010 - July 2010
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science, Economics, French Language Minor
Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program
AGC Partners July 2013 - May 2015
Trinity College - Hartford January 2012 - May 2013
America's Growth Capital May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
North River Outfitter May 2010 - July 2010
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science, Economics, French Language Minor
Tuck School of Business at Dartmouth 2011 — 2011
Bridge Program
Bradley Wendt Bradley Wendt's Merrill Lynch Experience July 1984 - March 1990
Job Fixed Income Capital Markets Executive
Industry Financial Services
Experience
Charles River Associates January 2014 - Present
The BondFactor Company February 2009 - December 2013
BondDesk Group LLC January 2000 - March 2006
Goldman Sachs April 1990 - December 2000
Merrill Lynch July 1984 - March 1990
University of Colorado June 1982 - August 1982
United States Air Force: Space Defense Command June 1977 - May 1982
Skills
Derivatives, Valuation, Finance, Electronic Trading, Credit, Management Consulting, Financial Modeling, Strategy, Business Transformation, Organizational Design, Due Diligence, Business Process..., Business Strategy, Business Analysis, Strategic Consulting, Investment Banking, Fixed Income, Bonds, Capital Markets, Private Equity, Securities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
Master of Business Administration (M.B.A.), Finance, Fellowship recipient.
University of Colorado Boulder 1979 — 1982
Master of Business Administration (M.B.A.), Marketing, Graduated first in class.
United States Air Force Academy 1973 — 1977
Bachelor's Degree, Management, Top quarter academic order of merit.
Charles River Associates January 2014 - Present
The BondFactor Company February 2009 - December 2013
BondDesk Group LLC January 2000 - March 2006
Goldman Sachs April 1990 - December 2000
Merrill Lynch July 1984 - March 1990
University of Colorado June 1982 - August 1982
United States Air Force: Space Defense Command June 1977 - May 1982
Skills
Derivatives, Valuation, Finance, Electronic Trading, Credit, Management Consulting, Financial Modeling, Strategy, Business Transformation, Organizational Design, Due Diligence, Business Process..., Business Strategy, Business Analysis, Strategic Consulting, Investment Banking, Fixed Income, Bonds, Capital Markets, Private Equity, Securities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
Master of Business Administration (M.B.A.), Finance, Fellowship recipient.
University of Colorado Boulder 1979 — 1982
Master of Business Administration (M.B.A.), Marketing, Graduated first in class.
United States Air Force Academy 1973 — 1977
Bachelor's Degree, Management, Top quarter academic order of merit.
Renny Smith Renny Smith's Merrill Lynch Experience September 1983 - March 1990
Job Managing Partner at Staley Capital
Industry Venture Capital & Private Equity
Experience
Staley Capital June 2008 - Present
TH Lee Putnam Ventures January 2000 - June 2008
Thomas H. Lee Partners May 1990 - January 2000
Merrill Lynch September 1983 - March 1990
Skills
Private Equity, Venture Capital, Private Placements, LBO, Corporate Development, Mergers, Valuation, Alternative Investments, Structured Finance, Mergers & Acquisitions, Investment Banking, IPO, Hedge Funds, M&A experience, Leveraged Finance, Financial Structuring, Mezzanine
Education
Tuck School of Business at Dartmouth 1981 — 1983
Master of Business Administration (MBA), Finance, General
Wesleyan University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Catlin Gabel School 1970 — 1974
High School, High School/Secondary Diplomas and Certificates
Staley Capital June 2008 - Present
TH Lee Putnam Ventures January 2000 - June 2008
Thomas H. Lee Partners May 1990 - January 2000
Merrill Lynch September 1983 - March 1990
Skills
Private Equity, Venture Capital, Private Placements, LBO, Corporate Development, Mergers, Valuation, Alternative Investments, Structured Finance, Mergers & Acquisitions, Investment Banking, IPO, Hedge Funds, M&A experience, Leveraged Finance, Financial Structuring, Mezzanine
Education
Tuck School of Business at Dartmouth 1981 — 1983
Master of Business Administration (MBA), Finance, General
Wesleyan University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Catlin Gabel School 1970 — 1974
High School, High School/Secondary Diplomas and Certificates
Morgan Wilson's Merrill Lynch Experience November 2012 - January 2013
Job Marketing Associate, Performance Technologies at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company June 2015 - Present
Union College, Department of Latin American and Caribbean Studies January 2014 - March 2015
Elise for Congress September 2014 - November 2014
Merrill Lynch November 2012 - January 2013
The Ocean House June 2012 - August 2012
U.S. House of Representatives July 2010 - August 2010
Skills
Analytics, Community Outreach, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Research, Teamwork, Event Planning, Facebook
Education
Union College 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program
Westminster School 2008 — 2011
The Advisory Board Company June 2015 - Present
Union College, Department of Latin American and Caribbean Studies January 2014 - March 2015
Elise for Congress September 2014 - November 2014
Merrill Lynch November 2012 - January 2013
The Ocean House June 2012 - August 2012
U.S. House of Representatives July 2010 - August 2010
Skills
Analytics, Community Outreach, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Research, Teamwork, Event Planning, Facebook
Education
Union College 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program
Westminster School 2008 — 2011
Pushpam Jain Pushpam Jain's Merrill Lynch Experience April 2007 - July 2008
Job Portfolio Manager at UBS Global Asset Management
Industry Investment Management
Experience
Franklin Templeton Investments, Darby Private Equity July 2008 - June 2014
Merrill Lynch April 2007 - July 2008
Credit Suisse November 2005 - April 2007
GE Capital October 2004 - November 2005
Skills
Emerging Markets, Private Equity, Infrastructure Projects, Global Business..., Latin America
Education
The University of Chicago - Booth School of Business 2002 — 2004
mba
The University of Chicago 1994 — 2000
PhD, Public Policy
Franklin Templeton Investments, Darby Private Equity July 2008 - June 2014
Merrill Lynch April 2007 - July 2008
Credit Suisse November 2005 - April 2007
GE Capital October 2004 - November 2005
Skills
Emerging Markets, Private Equity, Infrastructure Projects, Global Business..., Latin America
Education
The University of Chicago - Booth School of Business 2002 — 2004
mba
The University of Chicago 1994 — 2000
PhD, Public Policy
Carter Harris Carter Harris's Merrill Lynch Experience August 1983 - May 2001
Job Partner at Triton Pacific Capital
Industry Financial Services
Experience
Triton Pacific Capital July 2015 - Present
Karis Capital Partners, LLC October 2013 - June 2015
Knight Capital Partners January 2006 - September 2013
Nomura Securities 2002 - 2006
Merrill Lynch August 1983 - May 2001
Skills
Equities, Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Fixed Income, Capital Markets, Derivatives, Valuation, Series 7, Emerging Markets, Asset Management, Financial Structuring, Equity Research, Bloomberg
Education
Tuck School of Business at Dartmouth 1981 — 1983
Master of Business Administration (MBA)
University of Kentucky 1975 — 1979
Bachelor of Business Administration (BBA)
Triton Pacific Capital July 2015 - Present
Karis Capital Partners, LLC October 2013 - June 2015
Knight Capital Partners January 2006 - September 2013
Nomura Securities 2002 - 2006
Merrill Lynch August 1983 - May 2001
Skills
Equities, Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Fixed Income, Capital Markets, Derivatives, Valuation, Series 7, Emerging Markets, Asset Management, Financial Structuring, Equity Research, Bloomberg
Education
Tuck School of Business at Dartmouth 1981 — 1983
Master of Business Administration (MBA)
University of Kentucky 1975 — 1979
Bachelor of Business Administration (BBA)
Yung Trang Yung Trang's Merrill Lynch Experience 2000 - 2002
Job
Industry Online Media
Experience
Orion Growth Partners 2015 - Present
Caring.com 2015 - Present
3Q Digital 2015 - 2015
TechBargains.com 2007 - 2014
Adteractive 2004 - 2007
NexTag 2003 - 2004
Merrill Lynch 2000 - 2002
Risk Management Solutions, Inc. 1995 - 1998
Morgan Stanley Capital Partners 1994 - 1995
Skills
E-commerce, Online Advertising, Content Marketing, Affiliate Marketing, PPC, Strategy, SEM, Lead Generation, Business Development, SEO, Leadership, Online Marketing, Advertising, Business Strategy, Start-ups, Sales, Social Media, Strategic Partnerships, Digital Marketing, Mobile Marketing, Customer Acquisition, Analytics, Enterprise Software, Competitive Analysis, Management, Digital Strategy, Product Management, Growing Revenue, Growing Sales, General Awesomeness, Awesomeness, Growing Companies, WordPress, HTML, Mobile Phone Apps, User Experience, CMS
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Graduated in Top 7% of Class
University of California, Berkeley 1990 — 1994
BS, Haas School of Business, Top 5% of Class
Orion Growth Partners 2015 - Present
Caring.com 2015 - Present
3Q Digital 2015 - 2015
TechBargains.com 2007 - 2014
Adteractive 2004 - 2007
NexTag 2003 - 2004
Merrill Lynch 2000 - 2002
Risk Management Solutions, Inc. 1995 - 1998
Morgan Stanley Capital Partners 1994 - 1995
Skills
E-commerce, Online Advertising, Content Marketing, Affiliate Marketing, PPC, Strategy, SEM, Lead Generation, Business Development, SEO, Leadership, Online Marketing, Advertising, Business Strategy, Start-ups, Sales, Social Media, Strategic Partnerships, Digital Marketing, Mobile Marketing, Customer Acquisition, Analytics, Enterprise Software, Competitive Analysis, Management, Digital Strategy, Product Management, Growing Revenue, Growing Sales, General Awesomeness, Awesomeness, Growing Companies, WordPress, HTML, Mobile Phone Apps, User Experience, CMS
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Graduated in Top 7% of Class
University of California, Berkeley 1990 — 1994
BS, Haas School of Business, Top 5% of Class
Ryan Walter's Merrill Lynch Experience November 2005 - April 2008
Job Institutional Investment Consultant at DiMeo Schneider & Associates, L.L.C.
Industry Financial Services
Experience
DiMeo Schneider & Associates, L.L.C. April 2015 - Present
J.P. Morgan May 2011 - Present
JP Morgan Chase April 2008 - June 2011
Merrill Lynch November 2005 - April 2008
Skills
Investments, Series 7, Portfolio Management, Equities, Wealth Management, Financial Modeling, Financial Analysis, Bloomberg, Mutual Funds, Fixed Income, Asset Allocation, Series 63, Asset Management, Alternative Investments, Trading
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Science (B.S.), Finance & Risk Management
DiMeo Schneider & Associates, L.L.C. April 2015 - Present
J.P. Morgan May 2011 - Present
JP Morgan Chase April 2008 - June 2011
Merrill Lynch November 2005 - April 2008
Skills
Investments, Series 7, Portfolio Management, Equities, Wealth Management, Financial Modeling, Financial Analysis, Bloomberg, Mutual Funds, Fixed Income, Asset Allocation, Series 63, Asset Management, Alternative Investments, Trading
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Science (B.S.), Finance & Risk Management
Loren Morris Loren Morris's Merrill Lynch Experience 1999 - 2001
Job Director, Strategic Development at MarketCounsel
Industry Management Consulting
Experience
MarketCounsel April 2015 - Present
Cantor Fitzgerald 2013 - March 2015
Dynasty Financial Partners 2011 - 2012
Charles Schwab Advisor Services 2008 - 2011
RCM Saratoga Capital 2003 - 2007
Renaissance Capital Partners 2002 - 2003
Merrill Lynch 1999 - 2001
The Chubb Group of Insurance Companies 1991 - 1997
Skills
Alternative Investments, Asset Management, Business Strategy, Equities, Finance, Financial Advisory, Financial Services, Hedge Funds, Investment Banking, Management, Mergers, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7, Start-ups, Strategic Planning, Strategy, Venture Capital, Wealth, Wealth Management, Wealth Management..., Investments
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Finance
Yale University 1987 — 1991
BA, Political Science
MarketCounsel April 2015 - Present
Cantor Fitzgerald 2013 - March 2015
Dynasty Financial Partners 2011 - 2012
Charles Schwab Advisor Services 2008 - 2011
RCM Saratoga Capital 2003 - 2007
Renaissance Capital Partners 2002 - 2003
Merrill Lynch 1999 - 2001
The Chubb Group of Insurance Companies 1991 - 1997
Skills
Alternative Investments, Asset Management, Business Strategy, Equities, Finance, Financial Advisory, Financial Services, Hedge Funds, Investment Banking, Management, Mergers, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7, Start-ups, Strategic Planning, Strategy, Venture Capital, Wealth, Wealth Management, Wealth Management..., Investments
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Finance
Yale University 1987 — 1991
BA, Political Science
Vince LaMaida Vince LaMaida's Merrill Lynch Experience February 1999 - May 2001
Job Managing Director / Owner | "Alligning Talent In A Talented World"
Industry Staffing and Recruiting
Experience
Avenues LLC March 2013 - Present
Domari & Associates Inc August 2011 - February 2013
Sotheby's International Realty January 2009 - June 2011
Countrywide 2003 - 2006
HomeBanc Mortgage 2001 - 2003
Merrill Lynch February 1999 - May 2001
Great American Fun 1994 - 1999
Skills
Negotiation, Investments, Relocation, Customer Service, Contract Negotiation, Sales Management, Business Planning, Budgeting, Account Management, Full-Cycle Recruiting, Headhunting, Career Services, Recruiting, Selling, Training, Budgets, New Business Development, Sales, Social Networking, Direct Sales, Team Building, Business Development, Cold Calling, Technical Recruiting, Sales Operations, Real Estate, Customer Retention, Sales Process, Leadership, Management, Human Resources, Strategy, CRM, Marketing, Talent Management, Customer Satisfaction, Strategic Planning, Executive Management, Search, Consulting, Finance, Employee Benefits, Marketing Strategy, Investment Properties, Talent Acquisition, Temporary Placement, Lead Generation, Sourcing, Internet Recruiting, Staffing Services
Education
The University of Akron 1983 — 1987
Marketing
Mayfield 1980 — 1983
Avenues LLC March 2013 - Present
Domari & Associates Inc August 2011 - February 2013
Sotheby's International Realty January 2009 - June 2011
Countrywide 2003 - 2006
HomeBanc Mortgage 2001 - 2003
Merrill Lynch February 1999 - May 2001
Great American Fun 1994 - 1999
Skills
Negotiation, Investments, Relocation, Customer Service, Contract Negotiation, Sales Management, Business Planning, Budgeting, Account Management, Full-Cycle Recruiting, Headhunting, Career Services, Recruiting, Selling, Training, Budgets, New Business Development, Sales, Social Networking, Direct Sales, Team Building, Business Development, Cold Calling, Technical Recruiting, Sales Operations, Real Estate, Customer Retention, Sales Process, Leadership, Management, Human Resources, Strategy, CRM, Marketing, Talent Management, Customer Satisfaction, Strategic Planning, Executive Management, Search, Consulting, Finance, Employee Benefits, Marketing Strategy, Investment Properties, Talent Acquisition, Temporary Placement, Lead Generation, Sourcing, Internet Recruiting, Staffing Services
Education
The University of Akron 1983 — 1987
Marketing
Mayfield 1980 — 1983
Benjamin Shore, CFA Benjamin Shore, CFA's Merrill Lynch Experience May 2008 - August 2008
Job MBA Candidate, Tuck School of Business at Dartmouth
Industry Venture Capital & Private Equity
Experience
Nontraditional Employment for Women January 2013 - Present
athenahealth June 2015 - August 2015
Prudential Capital Group June 2011 - June 2014
KPMG Economic & Valuation Services July 2010 - June 2011
Park Electrochemical Corp May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
HTML5, Valuation, CSS, Investments, jQuery, Ruby on Rails, Mergers & Acquisitions, Financial Modeling, Bloomberg, Equities, Private Equity, Corporate Finance, JavaScript, Ruby, Alternative Investments, Due Diligence
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA)
The Flatiron School 2014 — 2014
Full Stack Web Development
Tufts University 2006 — 2010
B.A., Economics
Nontraditional Employment for Women January 2013 - Present
athenahealth June 2015 - August 2015
Prudential Capital Group June 2011 - June 2014
KPMG Economic & Valuation Services July 2010 - June 2011
Park Electrochemical Corp May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
HTML5, Valuation, CSS, Investments, jQuery, Ruby on Rails, Mergers & Acquisitions, Financial Modeling, Bloomberg, Equities, Private Equity, Corporate Finance, JavaScript, Ruby, Alternative Investments, Due Diligence
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA)
The Flatiron School 2014 — 2014
Full Stack Web Development
Tufts University 2006 — 2010
B.A., Economics
Abe Thomas Abe Thomas's Merrill Lynch Experience June 2003 - August 2008
Job Senior Director, Strategic Initiatives at Grainger
Industry Management Consulting
Experience
Grainger July 2015 - Present
A.T. Kearney June 2009 - July 2015
Merrill Lynch June 2003 - August 2008
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
The University of Chicago 2008 — 2010
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
BS, Finance
Grainger July 2015 - Present
A.T. Kearney June 2009 - July 2015
Merrill Lynch June 2003 - August 2008
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
The University of Chicago 2008 — 2010
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
BS, Finance
Oscar Capel Oscar Capel's Merrill Lynch Experience 2008 - 2008
Job Management Consultant
Industry Management Consulting
Experience
A.T. Kearney October 2011 - Present
Amadeus September 2009 - September 2011
Merrill Lynch 2008 - 2008
Accenture 2001 - 2007
IBM 2000 - 2000
Skills
IT Strategy, Corporate Finance, Outsourcing, Process Engineering, Management Consulting, Business Development, Program Management, Management, Mergers & Acquisitions, Strategy, Business Analysis, Business Process..., Consulting, Product Management, Leadership, Project Management, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Entrepreneurship, Accounting
Universidad Carlos III de Madrid 1995 — 2001
Engineering, Industrial Engineer
A.T. Kearney October 2011 - Present
Amadeus September 2009 - September 2011
Merrill Lynch 2008 - 2008
Accenture 2001 - 2007
IBM 2000 - 2000
Skills
IT Strategy, Corporate Finance, Outsourcing, Process Engineering, Management Consulting, Business Development, Program Management, Management, Mergers & Acquisitions, Strategy, Business Analysis, Business Process..., Consulting, Product Management, Leadership, Project Management, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Entrepreneurship, Accounting
Universidad Carlos III de Madrid 1995 — 2001
Engineering, Industrial Engineer
Matt Burnham's Merrill Lynch Experience 2008 - September 2010
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc September 2010 - Present
Merrill Lynch 2008 - September 2010
Education
The University of Akron 2000 — 2006
History/Biology
UBS Financial Services Inc September 2010 - Present
Merrill Lynch 2008 - September 2010
Education
The University of Akron 2000 — 2006
History/Biology
David Meredith David Meredith's Merrill Lynch Experience January 1996 - February 1997
Job Vice President, Executive Partner at Gartner
Industry Financial Services
Experience
Gartner December 2009 - Present
Marco Polo Network February 2008 - December 2009
Tradeware Global June 2006 - February 2008
Thomson Financial July 2003 - June 2006
Intara Inc February 1997 - July 2003
Merrill Lynch January 1996 - February 1997
Independent January 1991 - January 1996
Various June 1985 - January 1991
Skills
IT Strategy, SDLC, ITIL, Data Center, Vendor Management, Project Management, Electronic Trading, Disaster Recovery, Infrastructure, Strategy, Cloud Computing, Derivatives, Management, Product Management, SOA, Management Consulting, Agile Methodologies, Software Development, CRM, Equities, IT Service Management
Education
The Open University
BA, Mathematics and Computer Science
Gartner December 2009 - Present
Marco Polo Network February 2008 - December 2009
Tradeware Global June 2006 - February 2008
Thomson Financial July 2003 - June 2006
Intara Inc February 1997 - July 2003
Merrill Lynch January 1996 - February 1997
Independent January 1991 - January 1996
Various June 1985 - January 1991
Skills
IT Strategy, SDLC, ITIL, Data Center, Vendor Management, Project Management, Electronic Trading, Disaster Recovery, Infrastructure, Strategy, Cloud Computing, Derivatives, Management, Product Management, SOA, Management Consulting, Agile Methodologies, Software Development, CRM, Equities, IT Service Management
Education
The Open University
BA, Mathematics and Computer Science
David Killian CFA David Killian CFA's Merrill Lynch Experience August 1998 - May 2000
Job Senior Financial Services Executive | Managing Director Equity Derivatives | Liquid Alternatives | Asset Allocation
Industry Financial Services
Experience
Currently Seeking New Opportunities April 2015 - Present
Goldman Sachs January 2011 - March 2015
Goldman Sachs 2004 - 2010
Goldman Sachs 2000 - 2004
Merrill Lynch August 1998 - May 2000
Skills
Equity Derivatives, Asset Allocation, Rates, Hedge Funds, Financial Structuring, Portfolio Management, Fixed Income, Alternative Investments, Asset Management, Structured Products, Equities, Derivatives, Capital Markets, Investment Banking, Financial Services, Liquid Alternatives, Volatility, Synthetics
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Analytic Finance and Accounting
Tufts University 1988 — 1992
Currently Seeking New Opportunities April 2015 - Present
Goldman Sachs January 2011 - March 2015
Goldman Sachs 2004 - 2010
Goldman Sachs 2000 - 2004
Merrill Lynch August 1998 - May 2000
Skills
Equity Derivatives, Asset Allocation, Rates, Hedge Funds, Financial Structuring, Portfolio Management, Fixed Income, Alternative Investments, Asset Management, Structured Products, Equities, Derivatives, Capital Markets, Investment Banking, Financial Services, Liquid Alternatives, Volatility, Synthetics
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Analytic Finance and Accounting
Tufts University 1988 — 1992
Lindsay Boyce Lindsay Boyce's Merrill Lynch Experience 2007 - 2009
Job Registered Client Service Associate at Longbridge Wealth Advisors, LLC
Industry Financial Services
Experience
Longbridge Wealth Advisors, LLC July 2010 - Present
UBS 2009 - 2010
Merrill Lynch 2007 - 2009
Skills
Series 7, Series 66, Notary Public, Investments, Research, Equity Trading, Mutual Funds, Customer Service, Financial Services, Portfolio Management, Wealth Management, Fixed Income, Banking, Microsoft Excel
Education
The University of Akron 2004 — 2009
Bachelor of Science (B.S.), Personal Finance and International Business
Longbridge Wealth Advisors, LLC July 2010 - Present
UBS 2009 - 2010
Merrill Lynch 2007 - 2009
Skills
Series 7, Series 66, Notary Public, Investments, Research, Equity Trading, Mutual Funds, Customer Service, Financial Services, Portfolio Management, Wealth Management, Fixed Income, Banking, Microsoft Excel
Education
The University of Akron 2004 — 2009
Bachelor of Science (B.S.), Personal Finance and International Business
Alex Duff Alex Duff's Merrill Lynch Experience June 2002 - June 2006
Job Manager at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal March 2014 - Present
Bain & Company June 2011 - March 2014
Education Pioneers June 2012 - August 2012
Conway, Del Genio, Gries & Co, LLC June 2006 - July 2010
Merrill Lynch June 2002 - June 2006
Skills
Investment Banking, Investments, Financial Modeling, Finance, Strategy, Portfolio Management, Mergers & Acquisitions, Restructuring, Private Equity, Valuation, Analysis, Economics, Accounting, Venture Capital, Corporate Finance, Financial Analysis, Corporate Development, Business Valuation, Due Diligence, Management Consulting, Capital Markets, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master, Business Administration
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science, Economics; Finance
The Lawrenceville School 1997 — 1999
High School
Alvarez & Marsal March 2014 - Present
Bain & Company June 2011 - March 2014
Education Pioneers June 2012 - August 2012
Conway, Del Genio, Gries & Co, LLC June 2006 - July 2010
Merrill Lynch June 2002 - June 2006
Skills
Investment Banking, Investments, Financial Modeling, Finance, Strategy, Portfolio Management, Mergers & Acquisitions, Restructuring, Private Equity, Valuation, Analysis, Economics, Accounting, Venture Capital, Corporate Finance, Financial Analysis, Corporate Development, Business Valuation, Due Diligence, Management Consulting, Capital Markets, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master, Business Administration
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science, Economics; Finance
The Lawrenceville School 1997 — 1999
High School
Nick Hemmerich's Merrill Lynch Experience December 2008 - June 2009
Job Consultant at Sogeti
Industry Hospital & Health Care
Experience
Sogeti April 2015 - Present
Cardinal Health February 2013 - April 2015
Cardinal Health November 2011 - February 2013
Cardinal Health April 2011 - November 2011
Merrill Lynch December 2008 - June 2009
Skills
Microsoft Excel, Financial Analysis, Process Improvement, Leadership, Analysis, Access, Auditing, Data Analysis, Forecasting, Accounting, Cross-functional Team..., Customer Service, Finance, Financial Reporting, Healthcare, Invoicing, Management, Pricing, SAP, Strategic Planning, Microsoft Office, Training
Education
Franklin University 2012 — 2013
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelor of Science, Business Administration, Marketing
Sogeti April 2015 - Present
Cardinal Health February 2013 - April 2015
Cardinal Health November 2011 - February 2013
Cardinal Health April 2011 - November 2011
Merrill Lynch December 2008 - June 2009
Skills
Microsoft Excel, Financial Analysis, Process Improvement, Leadership, Analysis, Access, Auditing, Data Analysis, Forecasting, Accounting, Cross-functional Team..., Customer Service, Finance, Financial Reporting, Healthcare, Invoicing, Management, Pricing, SAP, Strategic Planning, Microsoft Office, Training
Education
Franklin University 2012 — 2013
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelor of Science, Business Administration, Marketing
Heidi Mick's Merrill Lynch Experience August 1999 - March 2013
Job First Vice President, Complex Business Service Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley 2013 - Present
Merrill Lynch August 1999 - March 2013
Merrill Lynch 1999 - 2013
Skills
Wealth Management, Investments, Financial Services, Investment Strategies, Securities
Education
The University of Akron
The University of Akron
Morgan Stanley January 2015 - Present
Morgan Stanley 2013 - Present
Merrill Lynch August 1999 - March 2013
Merrill Lynch 1999 - 2013
Skills
Wealth Management, Investments, Financial Services, Investment Strategies, Securities
Education
The University of Akron
The University of Akron
George Bumstead's Merrill Lynch Experience 2000 - 2008
Job Senior Equity Trader at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management November 2014 - March 2015
MNS International, LLC October 2013 - 2014
J.P. Morgan June 2010 - October 2013
Nomura Securities 2008 - 2010
Lehman Brothers June 2008 - December 2008
Merrill Lynch 2000 - 2008
Skills
Equities, Trading, Portfolio Management, Equity Trading, Capital Markets, Financial Risk, Financial Markets, Investment Banking, Options Strategies, Proprietary Trading, Hedge Funds, Fixed Income, Spreadsheets, PowerPoint, Options, Fluent reading,..., Market Research, Foreign Languages, Bloomberg Software, Travel Planning, Adventure Travel, Management, Financial Analysis
Education
The University of British Columbia / UBC 1998 — 2002
Bachelor of Arts with Honors, History and International Relations, A
St. George's School, Vancouver 1994 — 1998
High School Diploma
Santa Fe Workshops
BMO Global Asset Management November 2014 - March 2015
MNS International, LLC October 2013 - 2014
J.P. Morgan June 2010 - October 2013
Nomura Securities 2008 - 2010
Lehman Brothers June 2008 - December 2008
Merrill Lynch 2000 - 2008
Skills
Equities, Trading, Portfolio Management, Equity Trading, Capital Markets, Financial Risk, Financial Markets, Investment Banking, Options Strategies, Proprietary Trading, Hedge Funds, Fixed Income, Spreadsheets, PowerPoint, Options, Fluent reading,..., Market Research, Foreign Languages, Bloomberg Software, Travel Planning, Adventure Travel, Management, Financial Analysis
Education
The University of British Columbia / UBC 1998 — 2002
Bachelor of Arts with Honors, History and International Relations, A
St. George's School, Vancouver 1994 — 1998
High School Diploma
Santa Fe Workshops
Basia Marcinek Terrell, CFA Basia Marcinek Terrell, CFA's Merrill Lynch Experience October 2003 - March 2007
Job Investments Director at Lapis Advisers, LP
Industry Investment Management
Experience
Och-Ziff Capital Management April 2007 - December 2008
Merrill Lynch October 2003 - March 2007
Houlihan Lokey May 2000 - October 2003
Skills
High Yield, Portfolio Management, Investments, Special Situations, Leveraged Finance, Equities, Capital Markets, Emerging Markets, Equity Research, Finance, Trading, Hedge Funds, Credit, Bonds, Restructuring, Securities
Education
Association for Investment Management and Research 2000 — 2003
Chartered Financial Analyst (CFA) Program
The University of British Columbia 1996 — 2000
BComm
Och-Ziff Capital Management April 2007 - December 2008
Merrill Lynch October 2003 - March 2007
Houlihan Lokey May 2000 - October 2003
Skills
High Yield, Portfolio Management, Investments, Special Situations, Leveraged Finance, Equities, Capital Markets, Emerging Markets, Equity Research, Finance, Trading, Hedge Funds, Credit, Bonds, Restructuring, Securities
Education
Association for Investment Management and Research 2000 — 2003
Chartered Financial Analyst (CFA) Program
The University of British Columbia 1996 — 2000
BComm
Hugo Dooner Hugo Dooner's Merrill Lynch Experience 2000 - 2002
Job CEO at LoanMart
Industry Financial Services
Experience
LoanMart June 2014 - Present
Santander Consumer (NYSE:SC) March 2010 - June 2014
HSBC June 2002 - March 2010
Merrill Lynch 2000 - 2002
Green Foods International - Japan 1993 - 1996
Skills
Credit Risk, Financial Analysis, Loans, Portfolio Management, Risk Management, Banking, Credit, Credit Analysis, Financial Modeling, Investment Banking, Financial Risk, Investments, Payments, Capital Markets, Financial Services, Mortgage Lending, Business Strategy, Equities, Business Development, Corporate Finance, Valuation, Executive Management, Finance, Management, Strategy
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Concentrations in Finance and Entrepreneurship
University of California, Santa Barbara
LoanMart June 2014 - Present
Santander Consumer (NYSE:SC) March 2010 - June 2014
HSBC June 2002 - March 2010
Merrill Lynch 2000 - 2002
Green Foods International - Japan 1993 - 1996
Skills
Credit Risk, Financial Analysis, Loans, Portfolio Management, Risk Management, Banking, Credit, Credit Analysis, Financial Modeling, Investment Banking, Financial Risk, Investments, Payments, Capital Markets, Financial Services, Mortgage Lending, Business Strategy, Equities, Business Development, Corporate Finance, Valuation, Executive Management, Finance, Management, Strategy
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Concentrations in Finance and Entrepreneurship
University of California, Santa Barbara
Chris Kalin's Merrill Lynch Experience April 2006 - May 2008
Job Vice President, Portfolio Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Wells Fargo July 2012 - August 2014
Wells Fargo May 2010 - July 2012
Wells Fargo May 2008 - May 2010
Osprey Financial Group May 2007 - May 2008
Merrill Lynch April 2006 - May 2008
Skills
Financial Modeling, Industry Research, Financial Analysis, Corporate Finance, Strategic Planning, Commercial Banking, Excel, Industry Analysis, Team Building, Competitive Analysis, Microsoft Excel, Strategy, Finance, Leadership, Portfolio Management, Investments, Management, Banking, Credit Analysis, Analysis, Due Diligence, Training, Sales, Mutual Funds, Credit, Securities, Risk Management, Commercial Lending, Mergers & Acquisitions, Investment Banking, Loans, Private Equity, Asset Allocation, Capital Markets, Equities
Education
The University of Chicago - Booth School of Business 2012 — 2014
MBA, Finance, Entrepreneurship, and Strategic Management
Vienna University of Economics and Business 2013 — 2013
International Summer University, International Business
University of North Florida - Coggin College of Business 2004 — 2008
BBA Honors, Finance, 3.8/4.0
Wells Fargo August 2014 - Present
Wells Fargo July 2012 - August 2014
Wells Fargo May 2010 - July 2012
Wells Fargo May 2008 - May 2010
Osprey Financial Group May 2007 - May 2008
Merrill Lynch April 2006 - May 2008
Skills
Financial Modeling, Industry Research, Financial Analysis, Corporate Finance, Strategic Planning, Commercial Banking, Excel, Industry Analysis, Team Building, Competitive Analysis, Microsoft Excel, Strategy, Finance, Leadership, Portfolio Management, Investments, Management, Banking, Credit Analysis, Analysis, Due Diligence, Training, Sales, Mutual Funds, Credit, Securities, Risk Management, Commercial Lending, Mergers & Acquisitions, Investment Banking, Loans, Private Equity, Asset Allocation, Capital Markets, Equities
Education
The University of Chicago - Booth School of Business 2012 — 2014
MBA, Finance, Entrepreneurship, and Strategic Management
Vienna University of Economics and Business 2013 — 2013
International Summer University, International Business
University of North Florida - Coggin College of Business 2004 — 2008
BBA Honors, Finance, 3.8/4.0
Gloria Chang Yip Gloria Chang Yip's Merrill Lynch Experience May 2000 - June 2003
Job Client Experience Manager at Cartier
Industry Luxury Goods & Jewelry
Experience
Cartier May 2014 - Present
Cartier July 2009 - September 2013
Pepsico International June 2006 - June 2009
Procter & Gamble May 2005 - August 2005
Merrill Lynch May 2000 - June 2003
Skills
Product Marketing, Marketing Strategy, Marketing Communications, Market Analysis, Financial Analysis, Financial Planning, Financial Modeling, Pricing Analysis, Strategic Planning, Business Strategy, New Business Development
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Masters of Business Administration, Strategy and Marketing
The University of British Columbia 1996 — 2000
Bachelor of Commerce, Finance & Accounting
Cartier May 2014 - Present
Cartier July 2009 - September 2013
Pepsico International June 2006 - June 2009
Procter & Gamble May 2005 - August 2005
Merrill Lynch May 2000 - June 2003
Skills
Product Marketing, Marketing Strategy, Marketing Communications, Market Analysis, Financial Analysis, Financial Planning, Financial Modeling, Pricing Analysis, Strategic Planning, Business Strategy, New Business Development
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Masters of Business Administration, Strategy and Marketing
The University of British Columbia 1996 — 2000
Bachelor of Commerce, Finance & Accounting
Ann Mills's Merrill Lynch Experience August 1991 - August 1996
Job Founder & Principal, The Resourceful Business
Industry Management Consulting
Experience
Resourceful Business November 2010 - Present
Color Me Mine August 2004 - October 2010
ABN AMRO September 1997 - March 2001
Merrill Lynch August 1991 - August 1996
Morgan Stanley June 1987 - 1991
Skills
Social Media Marketing, Entrepreneurship, Business Planning, Web Design, Management, Marketing Strategy, Equities, Online Marketing, Strategy, Start-ups, Digital Marketing, E-commerce, Training, Social Networking, Brand Development, Online Advertising, Strategic Partnerships, Small Business, Email Marketing, Business Strategy, Venture Capital, Lead Generation, Direct Marketing, Marketing
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Pittsburgh 1984 — 1985
MA, Econometrics
University of Pittsburgh 1981 — 1985
BA, Economics
Resourceful Business November 2010 - Present
Color Me Mine August 2004 - October 2010
ABN AMRO September 1997 - March 2001
Merrill Lynch August 1991 - August 1996
Morgan Stanley June 1987 - 1991
Skills
Social Media Marketing, Entrepreneurship, Business Planning, Web Design, Management, Marketing Strategy, Equities, Online Marketing, Strategy, Start-ups, Digital Marketing, E-commerce, Training, Social Networking, Brand Development, Online Advertising, Strategic Partnerships, Small Business, Email Marketing, Business Strategy, Venture Capital, Lead Generation, Direct Marketing, Marketing
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Pittsburgh 1984 — 1985
MA, Econometrics
University of Pittsburgh 1981 — 1985
BA, Economics
Hoss Allison Hoss Allison's Merrill Lynch Experience 1995 - 1998
Job ⌘ Sales Director, Business Development, Sales Professional, Revenue Generator, Account Manager, Project Manager ⌘
Industry Food & Beverages
Experience
Baril Corporation 2011 - 2012
Brady Medical 2008 - 2010
DIAB Inc 2006 - 2008
X4 Communications 2003 - 2006
Duna USA 2001 - 2003
MCI 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Medical Devices, Consultative Selling, Product Development, New Business Development, Account Management, Product Management, Key Account Management, Solution Selling, Strategic Planning, Business Development, Exceeding Quotas, Problem Solving, Contract Manufacturing, Building Relationships, Direct Sales, Sales, Selling, Strategy, Sales Process, Sales Management, P&L Management, Forecasting, Management, Manufacturing, Leadership, Cross-functional Team..., Market Analysis, Training, Marketing, Sales Operations, Competitive Analysis, Product Marketing
Education
The University of Akron
BSBA, Finance and Financial Management Services
Baril Corporation 2011 - 2012
Brady Medical 2008 - 2010
DIAB Inc 2006 - 2008
X4 Communications 2003 - 2006
Duna USA 2001 - 2003
MCI 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Medical Devices, Consultative Selling, Product Development, New Business Development, Account Management, Product Management, Key Account Management, Solution Selling, Strategic Planning, Business Development, Exceeding Quotas, Problem Solving, Contract Manufacturing, Building Relationships, Direct Sales, Sales, Selling, Strategy, Sales Process, Sales Management, P&L Management, Forecasting, Management, Manufacturing, Leadership, Cross-functional Team..., Market Analysis, Training, Marketing, Sales Operations, Competitive Analysis, Product Marketing
Education
The University of Akron
BSBA, Finance and Financial Management Services
Michael Tam Michael Tam's Merrill Lynch Experience June 2013 - August 2013
Job Operations at Uber
Industry Financial Services
Experience
Uber September 2014 - Present
L. International March 2010 - January 2014
Merrill Lynch June 2013 - August 2013
UCLA May 2010 - January 2012
PricewaterhouseCoopers September 2008 - May 2010
Skills
Social Entrepreneurship, Market Research, Social Enterprise, Public Relations, Community Outreach, Strategic Consulting, Analysis, Sustainability, Nonprofits, Start-ups, Project Management, Strategy
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
University of California, Los Angeles
B.A., Economics
Uber September 2014 - Present
L. International March 2010 - January 2014
Merrill Lynch June 2013 - August 2013
UCLA May 2010 - January 2012
PricewaterhouseCoopers September 2008 - May 2010
Skills
Social Entrepreneurship, Market Research, Social Enterprise, Public Relations, Community Outreach, Strategic Consulting, Analysis, Sustainability, Nonprofits, Start-ups, Project Management, Strategy
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
University of California, Los Angeles
B.A., Economics
Dina Floyd Dina Floyd's Merrill Lynch Experience September 2012 - Present
Job Financial Advisor at McBryar Advisory
Industry Financial Services
Experience
McBryar Advisory March 2014 - Present
Merrill Lynch September 2012 - Present
Morgan Stanley Smith Barney 2010 - October 2012
Xanodyne Pharmaceuticals 2009 - 2010
PDI, Inc. 2008 - 2009
Ortho-McNeil Pharmaceutical 1998 - 2001
Miller Brewing Company 1996 - 1998
Anheuser-Busch 1994 - 1996
Skills
Certified Special Needs..., Strategic Financial..., Series 7, Series 66, Life & Health Insurance..., Investments, Financial Planning, Retirement Planning, Wealth Management, Insurance, Estate Planning, Women's Health, Cardiology, Neuroscience, Pediatrics, Infectious Diseases, Medical Devices, Training, Trade Shows, Marketing, Financial Advisory, Long-term Care, Asset Allocation, Uniform Combined State...
Education
Ray College 1991 — 1994
Bachelor, Magna Cum Laude, Fine Arts
Truman State University 1990 — 1991
Honors, Fine Arts, Art History
The School of the Art Institute of Chicago 1989 — 1991
Design, Illustration
McBryar Advisory March 2014 - Present
Merrill Lynch September 2012 - Present
Morgan Stanley Smith Barney 2010 - October 2012
Xanodyne Pharmaceuticals 2009 - 2010
PDI, Inc. 2008 - 2009
Ortho-McNeil Pharmaceutical 1998 - 2001
Miller Brewing Company 1996 - 1998
Anheuser-Busch 1994 - 1996
Skills
Certified Special Needs..., Strategic Financial..., Series 7, Series 66, Life & Health Insurance..., Investments, Financial Planning, Retirement Planning, Wealth Management, Insurance, Estate Planning, Women's Health, Cardiology, Neuroscience, Pediatrics, Infectious Diseases, Medical Devices, Training, Trade Shows, Marketing, Financial Advisory, Long-term Care, Asset Allocation, Uniform Combined State...
Education
Ray College 1991 — 1994
Bachelor, Magna Cum Laude, Fine Arts
Truman State University 1990 — 1991
Honors, Fine Arts, Art History
The School of the Art Institute of Chicago 1989 — 1991
Design, Illustration
Jonathan Beecher Hedden Jonathan Beecher Hedden's Merrill Lynch Experience June 2009 - August 2009
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments November 2012 - March 2014
Fidelity Investments April 2012 - November 2012
Fidelity Investments October 2011 - April 2012
Barker Center for Economic Education August 2008 - October 2011
North Coast Research May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Vector Marketing June 2007 - August 2007
Education
Sandler Sales Institute at The Ruby Group 2010 — 2011
SSI Foundations, Communicating with Clarity and Purpose, 10/10
The University of Akron 2007 — 2011
BS Corporate Financial Management, Corporate Financial Management/ Financial Planning
OLMC
VASJ
Fidelity Investments April 2014 - Present
Fidelity Investments November 2012 - March 2014
Fidelity Investments April 2012 - November 2012
Fidelity Investments October 2011 - April 2012
Barker Center for Economic Education August 2008 - October 2011
North Coast Research May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Vector Marketing June 2007 - August 2007
Education
Sandler Sales Institute at The Ruby Group 2010 — 2011
SSI Foundations, Communicating with Clarity and Purpose, 10/10
The University of Akron 2007 — 2011
BS Corporate Financial Management, Corporate Financial Management/ Financial Planning
OLMC
VASJ
Christian Schettling Christian Schettling's Merrill Lynch Experience August 2000 - August 2002
Job Professional Break
Industry Banking
Experience
Societe Generale May 2006 - January 2010
Lehman Brothers September 2002 - April 2006
Merrill Lynch August 2000 - August 2002
HSBC Trinkaus & Burkhardt July 1997 - July 2000
Skills
Derivatives, Fixed Income, Portfolio Management, Interest Rate..., Structuring, Structured Products, Credit Derivatives, Exotic Derivatives, Options, Financial Structuring, Equity Derivatives, Hedge Funds, Structured Finance, Swaps, Investment Banking, Institutional..., Capital Markets, Financial Markets
Education
北京工业大学 2011 — 2011
汉语
The University of Bonn 1987 — 1996
Dr. rer. nat., Algebraic & Analytic Number Theory
Societe Generale May 2006 - January 2010
Lehman Brothers September 2002 - April 2006
Merrill Lynch August 2000 - August 2002
HSBC Trinkaus & Burkhardt July 1997 - July 2000
Skills
Derivatives, Fixed Income, Portfolio Management, Interest Rate..., Structuring, Structured Products, Credit Derivatives, Exotic Derivatives, Options, Financial Structuring, Equity Derivatives, Hedge Funds, Structured Finance, Swaps, Investment Banking, Institutional..., Capital Markets, Financial Markets
Education
北京工业大学 2011 — 2011
汉语
The University of Bonn 1987 — 1996
Dr. rer. nat., Algebraic & Analytic Number Theory
Tim Bonar's Merrill Lynch Experience February 1996 - March 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial April 2009 - Present
Merrill Lynch February 1996 - March 2009
Education
The University of Akron 1988 — 2019
Bachelor's Degree Business Administration, Finance and Financial Management Services
The University of Akron 1987 — 1994
Bachelor of Business Administration (BBA), Finance
Ameriprise Financial April 2009 - Present
Merrill Lynch February 1996 - March 2009
Education
The University of Akron 1988 — 2019
Bachelor's Degree Business Administration, Finance and Financial Management Services
The University of Akron 1987 — 1994
Bachelor of Business Administration (BBA), Finance
David Giannini David Giannini's Merrill Lynch Experience 1990 - 1998
Job Experienced Retirement Plans Executive
Industry Financial Services
Experience
Thornburg Investment Management September 2012 - Present
Prudential Retirement November 2010 - March 2012
New York Life Investment Management October 2009 - November 2010
Fred Alger & Co., Inc. May 2008 - January 2009
Fred Alger & Co., Inc. December 2004 - May 2008
Fred Alger & Co., Inc. February 1998 - December 2004
Merrill Lynch 1990 - 1998
Skills
Asset Allocation, Mutual Funds, Retirement, Retirement Planning, Series 63
Education
The University of Akron
Economics and Finance
Thornburg Investment Management September 2012 - Present
Prudential Retirement November 2010 - March 2012
New York Life Investment Management October 2009 - November 2010
Fred Alger & Co., Inc. May 2008 - January 2009
Fred Alger & Co., Inc. December 2004 - May 2008
Fred Alger & Co., Inc. February 1998 - December 2004
Merrill Lynch 1990 - 1998
Skills
Asset Allocation, Mutual Funds, Retirement, Retirement Planning, Series 63
Education
The University of Akron
Economics and Finance
Mickey Hall's Merrill Lynch Experience May 2014 - February 2015
Job Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - February 2015
Cleveland Indians October 2008 - September 2009
Boston Red Sox July 2003 - September 2008
Skills
Marketing, Leadership, Event Planning, Microsoft Office, Sports, Customer Service, Management, Public Speaking, Fundraising
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Science in Business Administration, Banking, Corporate, Finance, and Securities Law
The Ohio State University Fisher College of Business 2010 — 2014
Corporate Finance
Merrill Lynch May 2014 - February 2015
Cleveland Indians October 2008 - September 2009
Boston Red Sox July 2003 - September 2008
Skills
Marketing, Leadership, Event Planning, Microsoft Office, Sports, Customer Service, Management, Public Speaking, Fundraising
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Science in Business Administration, Banking, Corporate, Finance, and Securities Law
The Ohio State University Fisher College of Business 2010 — 2014
Corporate Finance
Shirley L. Chan's Merrill Lynch Experience May 2007 - August 2007
Job Vice President High Yield Trading at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2008 - Present
The University of British Columbia January 2006 - May 2008
Merrill Lynch May 2007 - August 2007
TD Securities May 2006 - August 2006
Education
The University of British Columbia 2004 — 2008
BCOM, Finance
Bank of America Merrill Lynch July 2008 - Present
The University of British Columbia January 2006 - May 2008
Merrill Lynch May 2007 - August 2007
TD Securities May 2006 - August 2006
Education
The University of British Columbia 2004 — 2008
BCOM, Finance
Jeffrey Stroup Jeffrey Stroup's Merrill Lynch Experience 1991 - 1992
Job Financial Representative at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance December 2005 - Present
Cornerstone Wellness 2010 - Present
Sharon Township January 2011 - Present
Parma High School October 2011 - June 2014
Highland Local Schools 2009 - 2011
Apollo Financial Advisors 2000 - 2005
FirstMerit Bank 1997 - 2000
Home Bank 1995 - 1997
Conner's & Company 1993 - 1994
Merrill Lynch 1991 - 1992
Skills
Investments, 403 b, Mutual Funds, Qualified Retirement..., Life Insurance, Wealth Preservation, Wealth Transfer, Insurance, Customer Service, Fundraising, Portfolio Management, Finance, Coaching, Leadership, Non-profit Volunteer, Sales, Small Business, Sales Management, Marketing, Community Service, Leadership Development, Team Building, Public Speaking, Strategic Planning, Time Management, Event Planning, Training, Social Media, Microsoft Office, Recruiting, Negotiation, Retirement Planning, Financial Services, 401k
Education
The University of Akron 1977 — 1982
Finance
Mogadore 1974 — 1977
Nationwide Insurance December 2005 - Present
Cornerstone Wellness 2010 - Present
Sharon Township January 2011 - Present
Parma High School October 2011 - June 2014
Highland Local Schools 2009 - 2011
Apollo Financial Advisors 2000 - 2005
FirstMerit Bank 1997 - 2000
Home Bank 1995 - 1997
Conner's & Company 1993 - 1994
Merrill Lynch 1991 - 1992
Skills
Investments, 403 b, Mutual Funds, Qualified Retirement..., Life Insurance, Wealth Preservation, Wealth Transfer, Insurance, Customer Service, Fundraising, Portfolio Management, Finance, Coaching, Leadership, Non-profit Volunteer, Sales, Small Business, Sales Management, Marketing, Community Service, Leadership Development, Team Building, Public Speaking, Strategic Planning, Time Management, Event Planning, Training, Social Media, Microsoft Office, Recruiting, Negotiation, Retirement Planning, Financial Services, 401k
Education
The University of Akron 1977 — 1982
Finance
Mogadore 1974 — 1977
Ralph Pezzotti's Merrill Lynch Experience November 2009 - April 2010
Job President at Elevated Media Inc
Industry Internet
Experience
Elevated Media Inc. April 2011 - Present
Merrill Lynch November 2009 - April 2010
The Karcher Group January 2008 - May 2009
Skills
SEM, SEO, HTML, Link Building, Online Advertising, E-commerce, Marketing Strategy, PPC, Landing Page..., Lead Generation, Customer Acquisition, Data Analysis, PHP, Google Adwords, Web Design, Social Media, Affiliate Marketing
Education
The University of Akron 2007 — 2011
B.B.A, Management Information Systems, Finance
Archbishop Hoban High School 2003 — 2007
Elevated Media Inc. April 2011 - Present
Merrill Lynch November 2009 - April 2010
The Karcher Group January 2008 - May 2009
Skills
SEM, SEO, HTML, Link Building, Online Advertising, E-commerce, Marketing Strategy, PPC, Landing Page..., Lead Generation, Customer Acquisition, Data Analysis, PHP, Google Adwords, Web Design, Social Media, Affiliate Marketing
Education
The University of Akron 2007 — 2011
B.B.A, Management Information Systems, Finance
Archbishop Hoban High School 2003 — 2007
Steven Ruthen Steven Ruthen's Merrill Lynch Experience July 2011 - August 2011
Job FX Sales at Barclays
Industry Financial Services
Experience
Barclays August 2015 - Present
Barclays July 2014 - July 2015
Barclays June 2013 - July 2014
Barclays June 2012 - August 2012
Merrill Lynch July 2011 - August 2011
Skills
Financial Analysis, Investments, Microsoft Excel, Wrestling
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Jericho High School 2005 — 2008
Barclays August 2015 - Present
Barclays July 2014 - July 2015
Barclays June 2013 - July 2014
Barclays June 2012 - August 2012
Merrill Lynch July 2011 - August 2011
Skills
Financial Analysis, Investments, Microsoft Excel, Wrestling
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Jericho High School 2005 — 2008
Adam J. Myers, CFP(R), CRPC(R)'s Merrill Lynch Experience August 2008 - November 2010
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2013 - Present
Nuveen Investments December 2010 - September 2013
Merrill Lynch August 2008 - November 2010
Merrill Lynch May 2006 - August 2008
Merrill Lynch December 2005 - May 2006
Merrill Lynch August 2004 - December 2005
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Finance and Economics
University of Dayton 2003 — 2006
Bachelor of Science in Business Administration, Finance and Business Economics
United States Air Force Academy 2002 — 2003
Business Adminstration
Nuveen Investments September 2013 - Present
Nuveen Investments December 2010 - September 2013
Merrill Lynch August 2008 - November 2010
Merrill Lynch May 2006 - August 2008
Merrill Lynch December 2005 - May 2006
Merrill Lynch August 2004 - December 2005
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Finance and Economics
University of Dayton 2003 — 2006
Bachelor of Science in Business Administration, Finance and Business Economics
United States Air Force Academy 2002 — 2003
Business Adminstration
Joe Forlines Joe Forlines's Merrill Lynch Experience December 1996 - June 2001
Job Regional Vice President I DCIO at Columbia Management (OH, MI, IN, KY and WI)
Industry Financial Services
Experience
Columbia Management February 2011 - Present
ADP Retirement Services 2009 - February 2011
Merrill Lynch December 1996 - June 2001
Farmers Insurance November 1995 - December 1996
United States Marine Corps 1988 - 1992
Forlines and Son Concrete Contractors June 1978 - September 1988
Skills
Sales Management, Direct Sales, Territory Planning, Social Networking, Professional Networking, Customer Service, Account Management, Wholesaling, Retirement Plan..., Wholesale, Sales Operations, Retirement, Salesforce.com, Business Networking, Selling, Solution Selling, Sales Presentations, Management, Insurance, Cold Calling, Sales Process, Building Relationships, New Business Development, 401k, Business Planning, Finance, Recruiting, Defined Benefit
Education
The University of Akron 1992 — 1996
Associate, Business Management
Green High School 1985 — 1988
Columbia Management February 2011 - Present
ADP Retirement Services 2009 - February 2011
Merrill Lynch December 1996 - June 2001
Farmers Insurance November 1995 - December 1996
United States Marine Corps 1988 - 1992
Forlines and Son Concrete Contractors June 1978 - September 1988
Skills
Sales Management, Direct Sales, Territory Planning, Social Networking, Professional Networking, Customer Service, Account Management, Wholesaling, Retirement Plan..., Wholesale, Sales Operations, Retirement, Salesforce.com, Business Networking, Selling, Solution Selling, Sales Presentations, Management, Insurance, Cold Calling, Sales Process, Building Relationships, New Business Development, 401k, Business Planning, Finance, Recruiting, Defined Benefit
Education
The University of Akron 1992 — 1996
Associate, Business Management
Green High School 1985 — 1988
Bryan T. Stephens, CFP®, CPWA® Bryan T. Stephens, CFP®, CPWA®'s Merrill Lynch Experience July 2005 - January 2009
Job UBS Private Wealth Management Group, Senior Vice President
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch July 2005 - January 2009
Morgan Stanley July 1999 - June 2005
Skills
Portfolio Management, Investments, Wealth Management, Financial Services, Finance, Equities, Financial Markets, Wealth, Securities, Financial Planning, ETFs, Wealth Preservation..., Charitable Gift Planning, Cash Flow Management, Asset Management, Alternative Investments
Education
The University of Chicago Booth School of Business 2013 — 2014
Certified Private Wealth Advisor, Financial Planning and Services
University of Vermont 1995 — 1999
BA, Economics
CVU
UBS January 2009 - Present
Merrill Lynch July 2005 - January 2009
Morgan Stanley July 1999 - June 2005
Skills
Portfolio Management, Investments, Wealth Management, Financial Services, Finance, Equities, Financial Markets, Wealth, Securities, Financial Planning, ETFs, Wealth Preservation..., Charitable Gift Planning, Cash Flow Management, Asset Management, Alternative Investments
Education
The University of Chicago Booth School of Business 2013 — 2014
Certified Private Wealth Advisor, Financial Planning and Services
University of Vermont 1995 — 1999
BA, Economics
CVU
Craig Root Craig Root's Merrill Lynch Experience May 1998 - December 1998
Job Treasurer | Chief Financial Officer | Strategic Financial Consultant
Industry Executive Office
Experience
Root Enterprises, Inc. October 2014 - Present
Taylor Wharton International November 2013 - October 2014
Nash Finch Company April 2009 - November 2013
Ecolab, Inc. February 2007 - January 2009
Siemens Healthcare January 2006 - February 2007
Siemens Healthcare April 2002 - January 2006
Hollister Incorporated January 1999 - April 2002
Merrill Lynch May 1998 - December 1998
Principal Financial Group July 1997 - May 1998
Skills
Corporate Finance, Forecasting, Cash Management, Risk Management, Mergers & Acquisitions, Finance, Strategic Financial..., Financial Reporting, Accounting, Strategic Planning, Financial Accounting, Change Management, Variance Analysis, Negotiation, Treasury, Auditing, GAAP, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Leadership, Income Statement, Pricing, Executive Management, SEC filings, Sarbanes-Oxley, Working Capital..., General Ledger, Real Estate, Financial Modeling, Mergers, Analysis, Managerial Finance, Internal Controls, Acquisition Integration, Cash Flow, Credit, Cash Flow Forecasting, Capital Budgeting, Hyperion Enterprise, Valuation, Budgets, Treasury Management, P&L Management, Internal Audit, Financial Forecasting, Investor Relations, Financial Planning, Management
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA with High Honors, Finance, Accounting, Strategic Management
University of Iowa 1993 — 1997
BBA, Finance, Management
Root Enterprises, Inc. October 2014 - Present
Taylor Wharton International November 2013 - October 2014
Nash Finch Company April 2009 - November 2013
Ecolab, Inc. February 2007 - January 2009
Siemens Healthcare January 2006 - February 2007
Siemens Healthcare April 2002 - January 2006
Hollister Incorporated January 1999 - April 2002
Merrill Lynch May 1998 - December 1998
Principal Financial Group July 1997 - May 1998
Skills
Corporate Finance, Forecasting, Cash Management, Risk Management, Mergers & Acquisitions, Finance, Strategic Financial..., Financial Reporting, Accounting, Strategic Planning, Financial Accounting, Change Management, Variance Analysis, Negotiation, Treasury, Auditing, GAAP, Financial Analysis, Sarbanes-Oxley Act, Due Diligence, Leadership, Income Statement, Pricing, Executive Management, SEC filings, Sarbanes-Oxley, Working Capital..., General Ledger, Real Estate, Financial Modeling, Mergers, Analysis, Managerial Finance, Internal Controls, Acquisition Integration, Cash Flow, Credit, Cash Flow Forecasting, Capital Budgeting, Hyperion Enterprise, Valuation, Budgets, Treasury Management, P&L Management, Internal Audit, Financial Forecasting, Investor Relations, Financial Planning, Management
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA with High Honors, Finance, Accounting, Strategic Management
University of Iowa 1993 — 1997
BBA, Finance, Management
Benjamin B. Plumer Benjamin B. Plumer's Merrill Lynch Experience September 2012 - December 2012
Job Intern at UBS Wealth Management
Industry Real Estate
Experience
UBS Wealth Management December 2012 - May 2013
Trinity College - Hartford September 2010 - May 2013
Merrill Lynch September 2012 - December 2012
MTN CAPITAL PARTNERS LLC May 2011 - August 2011
Skills
Bloomberg, PowerPoint, Economics, Microsoft Excel, Private Equity, Microsoft Word, Research, Public Speaking, Social Media, Statistics, Equities, Fundraising
Education
Trinity College-Hartford 2010 — 2014
B.A., History
Tuck School of Business at Dartmouth 2013 — 2013
St. Andrew's School 2006 — 2010
Cum Laude
UBS Wealth Management December 2012 - May 2013
Trinity College - Hartford September 2010 - May 2013
Merrill Lynch September 2012 - December 2012
MTN CAPITAL PARTNERS LLC May 2011 - August 2011
Skills
Bloomberg, PowerPoint, Economics, Microsoft Excel, Private Equity, Microsoft Word, Research, Public Speaking, Social Media, Statistics, Equities, Fundraising
Education
Trinity College-Hartford 2010 — 2014
B.A., History
Tuck School of Business at Dartmouth 2013 — 2013
St. Andrew's School 2006 — 2010
Cum Laude
Grant Simon Grant Simon's Merrill Lynch Experience July 2013 - August 2013
Job Sales Operations Intern at Novo Nordisk
Industry Pharmaceuticals
Experience
Novo Nordisk June 2015 - Present
Villo Vito's Restaurant May 2014 - August 2014
Merrill Lynch July 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Leadership, Microsoft Office, Microsoft Word, Social Media
Education
Tufts University 2013 — 2017
Bachelor’s Degree, Major in Economics, Minor in Entrepreneurial Leadership
The Lawrenceville School 2009 — 2013
High School
The Tuck School of Business at Dartmouth
Novo Nordisk June 2015 - Present
Villo Vito's Restaurant May 2014 - August 2014
Merrill Lynch July 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Leadership, Microsoft Office, Microsoft Word, Social Media
Education
Tufts University 2013 — 2017
Bachelor’s Degree, Major in Economics, Minor in Entrepreneurial Leadership
The Lawrenceville School 2009 — 2013
High School
The Tuck School of Business at Dartmouth
Nicole Eppley, CRPC Nicole Eppley, CRPC's Merrill Lynch Experience December 2003 - November 2008
Job Retirement Program Specialist at California Dentists Guild
Industry Financial Services
Experience
California Dentists Guild April 2015 - Present
Charitable Profit Arrangements December 2010 - April 2015
Morgan Stanley Smith Barney November 2008 - December 2010
Merrill Lynch December 2003 - November 2008
Skills
CRPC, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Financial Advisory, Investment Advisory, Strategic Financial..., Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Planned Giving, Concentrated Stock..., Non-profit Consulting, Financial Analysis, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2003
Bachelor's degree, Finance
California Dentists Guild April 2015 - Present
Charitable Profit Arrangements December 2010 - April 2015
Morgan Stanley Smith Barney November 2008 - December 2010
Merrill Lynch December 2003 - November 2008
Skills
CRPC, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Financial Advisory, Investment Advisory, Strategic Financial..., Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Planned Giving, Concentrated Stock..., Non-profit Consulting, Financial Analysis, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 1999 — 2003
Bachelor's degree, Finance
Ani Sapru's Merrill Lynch Experience May 2014 - August 2014
Job Business Analytics Associate at ZS Associates
Industry Management Consulting
Experience
Cypress Point Capital Management, LLC July 2014 - June 2015
Merrill Lynch May 2014 - August 2014
Lawrence Berkeley National Laboratory June 2012 - June 2013
Berkeley Engineering Iniative January 2013 - May 2013
Apple Retail August 2010 - July 2011
Skills
Matlab, DCF Valuation, Spreadsheet Modeling, Financial Accounting, Corporate Finance, Microsoft Excel, Public Speaking, Python, PCR, Data Analysis, Spreadsheets, Statistics, Analysis, Teamwork, Economics, PowerPoint, Event Planning, Research, Microsoft Word, Customer Service
Education
University of California, Berkeley 2010 — 2014
B.S. Biomedical Engineering
Tuck School of Business at Dartmouth
Business Bridge Program
Miramonte high school 2006 — 2010
Cypress Point Capital Management, LLC July 2014 - June 2015
Merrill Lynch May 2014 - August 2014
Lawrence Berkeley National Laboratory June 2012 - June 2013
Berkeley Engineering Iniative January 2013 - May 2013
Apple Retail August 2010 - July 2011
Skills
Matlab, DCF Valuation, Spreadsheet Modeling, Financial Accounting, Corporate Finance, Microsoft Excel, Public Speaking, Python, PCR, Data Analysis, Spreadsheets, Statistics, Analysis, Teamwork, Economics, PowerPoint, Event Planning, Research, Microsoft Word, Customer Service
Education
University of California, Berkeley 2010 — 2014
B.S. Biomedical Engineering
Tuck School of Business at Dartmouth
Business Bridge Program
Miramonte high school 2006 — 2010
Charlie Plimpton Charlie Plimpton's Merrill Lynch Experience August 1997 - August 2002
Job Retired from Citigroup Global Markets Inc
Industry Capital Markets
Experience
Retired June 2012 - Present
Citigroup Global Markets Inc August 2002 - August 2012
Merrill Lynch August 1997 - August 2002
Nuveen Investments February 1984 - August 1997
Paine Webber February 1981 - February 1984
The Northern Trust Company July 1977 - February 1981
Skills
Finance, Investments, Nonprofits, Fixed Income, Corporate Finance, Capital Markets, Hedge Funds, Healthcare, Equities, Private Equity, Alternative Investments, Venture Capital, Financial Modeling, Bonds, Financial Analysis, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1975 — 1977
Masters of Business Administration, Accounting and Finance
University of Pennsylvania 1967 — 1971
Bachelor of Arts (BA), History
Retired June 2012 - Present
Citigroup Global Markets Inc August 2002 - August 2012
Merrill Lynch August 1997 - August 2002
Nuveen Investments February 1984 - August 1997
Paine Webber February 1981 - February 1984
The Northern Trust Company July 1977 - February 1981
Skills
Finance, Investments, Nonprofits, Fixed Income, Corporate Finance, Capital Markets, Hedge Funds, Healthcare, Equities, Private Equity, Alternative Investments, Venture Capital, Financial Modeling, Bonds, Financial Analysis, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1975 — 1977
Masters of Business Administration, Accounting and Finance
University of Pennsylvania 1967 — 1971
Bachelor of Arts (BA), History
Andrew Allison Andrew Allison's Merrill Lynch Experience June 2009 - June 2013
Job Business Development at Iora Health
Industry Hospital & Health Care
Experience
Iora Health July 2015 - Present
Tuck School of Business at Dartmouth College August 2013 - June 2015
Cien Ventures March 2015 - May 2015
Quartet Health January 2015 - March 2015
Castlight Health November 2014 - January 2015
Barclays Investment Bank June 2014 - August 2014
Merrill Lynch June 2009 - June 2013
Robert H. Smith School of Business 2005 - 2009
Merrill Lynch June 2008 - July 2008
Office of the Comptroller of the Currency September 2007 - December 2007
Skills
Wealth Management, Loans, Analysis, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Iora Health July 2015 - Present
Tuck School of Business at Dartmouth College August 2013 - June 2015
Cien Ventures March 2015 - May 2015
Quartet Health January 2015 - March 2015
Castlight Health November 2014 - January 2015
Barclays Investment Bank June 2014 - August 2014
Merrill Lynch June 2009 - June 2013
Robert H. Smith School of Business 2005 - 2009
Merrill Lynch June 2008 - July 2008
Office of the Comptroller of the Currency September 2007 - December 2007
Skills
Wealth Management, Loans, Analysis, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Steven Hafner Steven Hafner's Merrill Lynch Experience June 2000 - January 2003
Job Senior Wealth Strategy Associate with UBS
Industry Financial Services
Experience
UBS February 2015 - Present
Citizens Bank January 2003 - February 2015
Merrill Lynch June 2000 - January 2003
Prudential Securities February 1997 - June 2000
Skills
Strategic Financial..., Investments, Retirement, Series 7, Banking, Asset Management, Finance, Financial Services, Portfolio Management
Education
The Ohio State University Fisher College of Business
Business Administration
UBS February 2015 - Present
Citizens Bank January 2003 - February 2015
Merrill Lynch June 2000 - January 2003
Prudential Securities February 1997 - June 2000
Skills
Strategic Financial..., Investments, Retirement, Series 7, Banking, Asset Management, Finance, Financial Services, Portfolio Management
Education
The Ohio State University Fisher College of Business
Business Administration
Brie Farmer Brie Farmer's Merrill Lynch Experience June 2009 - August 2009
Job Manager at Accretive Health
Industry Hospital & Health Care
Experience
Accretive Health November 2014 - Present
Accretive Health February 2014 - October 2014
Accretive Health January 2013 - January 2014
Accretive Health September 2011 - December 2012
Accretive Health June 2011 - August 2011
PwC June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Revenue Cycle, Data Analysis, Healthcare, Management, Process Improvement, Finance, Financial Analysis, Healthcare Information..., Leadership, PowerPoint, Microsoft Excel
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship, General Management, Strategic Management, Economics
University of Michigan 2007 — 2011
Bachelors in Business Administration, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Accretive Health November 2014 - Present
Accretive Health February 2014 - October 2014
Accretive Health January 2013 - January 2014
Accretive Health September 2011 - December 2012
Accretive Health June 2011 - August 2011
PwC June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Revenue Cycle, Data Analysis, Healthcare, Management, Process Improvement, Finance, Financial Analysis, Healthcare Information..., Leadership, PowerPoint, Microsoft Excel
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship, General Management, Strategic Management, Economics
University of Michigan 2007 — 2011
Bachelors in Business Administration, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Ben Price Ben Price's Merrill Lynch Experience January 2012 - March 2012
Job Senior Strategy Analyst at Accenture Management Consulting
Industry Management Consulting
Experience
Accenture Strategy February 2014 - Present
PwC July 2013 - February 2014
SkillSoft July 2012 - September 2012
Merrill Lynch January 2012 - March 2012
Cambridge Savings Bank June 2011 - September 2011
Communities United INC June 2011 - September 2011
Comm. Ave. Associates June 2010 - September 2010
Skills
Financial Statements, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Financial Analysis, Access, Sales, Research, Social Media, Time Management, Budgets, Team Leadership, Teamwork
Education
Union College 2009 — 2013
Bachelor of Science (BS), Bachelor of Arts (BA), Double Major Economics and Psychology
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Tuck Bridge Program
University of Antwerp, Belgium 2011 — 2011
Economics
Accenture Strategy February 2014 - Present
PwC July 2013 - February 2014
SkillSoft July 2012 - September 2012
Merrill Lynch January 2012 - March 2012
Cambridge Savings Bank June 2011 - September 2011
Communities United INC June 2011 - September 2011
Comm. Ave. Associates June 2010 - September 2010
Skills
Financial Statements, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Financial Analysis, Access, Sales, Research, Social Media, Time Management, Budgets, Team Leadership, Teamwork
Education
Union College 2009 — 2013
Bachelor of Science (BS), Bachelor of Arts (BA), Double Major Economics and Psychology
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Tuck Bridge Program
University of Antwerp, Belgium 2011 — 2011
Economics
Kathryn Doherty's Merrill Lynch Experience 2005 - 2008
Job Senior Director of Business Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - June 2014
Fidelity Investments January 2012 - June 2012
Fidelity Investments January 2012 - June 2012
Fidelity Investments July 2011 - December 2011
Fidelity Investments July 2010 - December 2010
Merrill Lynch 2005 - 2008
Education
Tuck School of Business at Dartmouth 2008 — 2010
Master of Business Administration (M.B.A.)
Williams College 1999 — 2003
Bachelor of Arts (BA), Economics
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - June 2014
Fidelity Investments January 2012 - June 2012
Fidelity Investments January 2012 - June 2012
Fidelity Investments July 2011 - December 2011
Fidelity Investments July 2010 - December 2010
Merrill Lynch 2005 - 2008
Education
Tuck School of Business at Dartmouth 2008 — 2010
Master of Business Administration (M.B.A.)
Williams College 1999 — 2003
Bachelor of Arts (BA), Economics
Catherine Guan Catherine Guan's Merrill Lynch Experience May 2012 - August 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan June 2014 - Present
UBC Portfolio Management Foundation April 2013 - April 2014
GMP Securities May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
PowerPoint, Social Media, Time Management, Microsoft Office, French, Public Relations, Fundraising, Equity Research, Event Planning, Critical Thinking, Leadership, Team Leadership, Microsoft Excel, Social Media Marketing, Marketing Communications, Research, Financial Modeling, Blogging, Market Research, WordPress, Nonprofits, Financial Analysis, Sales, Mandarin, Editing, Teamwork, Public Speaking, Microsoft Word, Bloomberg, Quantitative Analytics, Social Networking, Data Analysis, Bloomberg Terminal, Capital IQ
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Finance, 3.98/4.00
J.P. Morgan June 2014 - Present
UBC Portfolio Management Foundation April 2013 - April 2014
GMP Securities May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
PowerPoint, Social Media, Time Management, Microsoft Office, French, Public Relations, Fundraising, Equity Research, Event Planning, Critical Thinking, Leadership, Team Leadership, Microsoft Excel, Social Media Marketing, Marketing Communications, Research, Financial Modeling, Blogging, Market Research, WordPress, Nonprofits, Financial Analysis, Sales, Mandarin, Editing, Teamwork, Public Speaking, Microsoft Word, Bloomberg, Quantitative Analytics, Social Networking, Data Analysis, Bloomberg Terminal, Capital IQ
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Finance, 3.98/4.00
Sean Roach Sean Roach's Merrill Lynch Experience January 2009 - June 2009
Job Vice President Data Analytics & Reporting Analyst Sr.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase August 2013 - Present
JPMorgan Chase June 2011 - July 2013
Boeing June 2010 - September 2010
Merrill Lynch January 2009 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Public Speaking, Strategic Planning, Budgets, Visual Basic, Tableau, Business Objects, SAP BI, Access Database, Presentations, Data Analysis, Financial Modeling, Data Modeling
Education
The Ohio State University Fisher College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and International Business, 3.7 / 4.0
Universidad Pontificia Comillas 2010 — 2010
Finance
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase August 2013 - Present
JPMorgan Chase June 2011 - July 2013
Boeing June 2010 - September 2010
Merrill Lynch January 2009 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Public Speaking, Strategic Planning, Budgets, Visual Basic, Tableau, Business Objects, SAP BI, Access Database, Presentations, Data Analysis, Financial Modeling, Data Modeling
Education
The Ohio State University Fisher College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and International Business, 3.7 / 4.0
Universidad Pontificia Comillas 2010 — 2010
Finance
Daria Panteleeva Daria Panteleeva's Merrill Lynch Experience May 2011 - August 2011
Job Equity Derivatives Trader at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs February 2015 - Present
Goldman Sachs July 2013 - January 2015
UBC Portfolio Management Foundation April 2012 - April 2013
Goldman Sachs May 2012 - August 2012
UBC Portfolio Management Foundation January 2011 - March 2012
Merrill Lynch May 2011 - August 2011
Deutsche Bank June 2010 - August 2010
Skills
Capital IQ, Equities, Equity Research, Investments, Capital Markets, DCF, Financial Modeling, Financial Analysis, Value Investing, Valuation, Bloomberg, Asset Managment, Investment Banking, Derivatives, Corporate Finance, Fixed Income, Private Equity, Hedge Funds, Financial Markets, Investment Management, Bloomberg Terminal, Economics, Portfolio Management, Alternative Investments, Investment Strategies, Trading, Structured Products, Bonds, Quantitative Analytics, Maid Service, Asset Management, Emerging Markets, High Yield
Education
The University of British Columbia 2009 — 2013
BCom, Finance
Goldman Sachs February 2015 - Present
Goldman Sachs July 2013 - January 2015
UBC Portfolio Management Foundation April 2012 - April 2013
Goldman Sachs May 2012 - August 2012
UBC Portfolio Management Foundation January 2011 - March 2012
Merrill Lynch May 2011 - August 2011
Deutsche Bank June 2010 - August 2010
Skills
Capital IQ, Equities, Equity Research, Investments, Capital Markets, DCF, Financial Modeling, Financial Analysis, Value Investing, Valuation, Bloomberg, Asset Managment, Investment Banking, Derivatives, Corporate Finance, Fixed Income, Private Equity, Hedge Funds, Financial Markets, Investment Management, Bloomberg Terminal, Economics, Portfolio Management, Alternative Investments, Investment Strategies, Trading, Structured Products, Bonds, Quantitative Analytics, Maid Service, Asset Management, Emerging Markets, High Yield
Education
The University of British Columbia 2009 — 2013
BCom, Finance
Bob Staple, LION Bob Staple, LION's Merrill Lynch Experience August 2002 - November 2007
Job Entrepreneur (Start Up Junkie) & {LION}
Industry Financial Services
Experience
Independant Consultant December 2007 - Present
Ernst & Young November 2007 - July 2008
Merrill Lynch August 2002 - November 2007
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Accounting and Finance
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Accounting and Finance
Independant Consultant December 2007 - Present
Ernst & Young November 2007 - July 2008
Merrill Lynch August 2002 - November 2007
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Accounting and Finance
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Accounting and Finance
Rick Schnuerer Rick Schnuerer's Merrill Lynch Experience June 2015 - Present
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
KPMG US December 2014 - June 2015
Deloitte UK October 2013 - November 2014
Deloitte July 2011 - November 2014
BDO USA, LLP January 2011 - July 2011
Schneider Downs January 2008 - October 2010
Skills
Hedge Funds, Fund Of Funds, Auditing, Private Equity, Assurance, GAAP, IFRS, Accounting, Asset Management, US GAAP, Internal Controls, Financial Accounting
Education
The Ohio State University - The Max M. Fisher College of Business
BSBA, Accounting
The Ohio State University - The Max M. Fisher College of Business
BSBA, Finance, General
Merrill Lynch June 2015 - Present
KPMG US December 2014 - June 2015
Deloitte UK October 2013 - November 2014
Deloitte July 2011 - November 2014
BDO USA, LLP January 2011 - July 2011
Schneider Downs January 2008 - October 2010
Skills
Hedge Funds, Fund Of Funds, Auditing, Private Equity, Assurance, GAAP, IFRS, Accounting, Asset Management, US GAAP, Internal Controls, Financial Accounting
Education
The Ohio State University - The Max M. Fisher College of Business
BSBA, Accounting
The Ohio State University - The Max M. Fisher College of Business
BSBA, Finance, General
John R. Sloan's Merrill Lynch Experience September 2006 - December 2006
Job Manager, Credit & Portfolio Management
Industry Financial Services
Experience
GATX June 2012 - Present
FirstMerit Bank August 2010 - June 2012
FirstMerit Bank May 2010 - August 2010
Merrill Lynch September 2006 - December 2006
Skills
Cash Flow, Portfolio Management, Investment Management, Credit Risk, Underwriting, Restructuring, Financial Modeling
Education
The University of Akron 2009 — 2011
MBA, Finance
The University of Akron 2003 — 2008
GATX June 2012 - Present
FirstMerit Bank August 2010 - June 2012
FirstMerit Bank May 2010 - August 2010
Merrill Lynch September 2006 - December 2006
Skills
Cash Flow, Portfolio Management, Investment Management, Credit Risk, Underwriting, Restructuring, Financial Modeling
Education
The University of Akron 2009 — 2011
MBA, Finance
The University of Akron 2003 — 2008
Courtney Jane Courtney Jane's Merrill Lynch Experience December 2010 - August 2012
Job Professor at Fullerton College
Industry Financial Services
Experience
Fullerton College August 2015 - Present
Argosy University November 2013 - Present
Argosy University July 2012 - Present
Veritas Prep January 2009 - October 2013
Merrill Lynch December 2010 - August 2012
CJ Consulting August 1996 - December 2010
Disney Consumer Products October 1993 - January 1995
Young and Rubicam July 1992 - October 1993
United States Department of Treasury June 1988 - May 1990
Skills
Finance, Financial Analysis, Wealth Management, Investments, Property Management, Public Speaking, Real Estate Economics, Consulting, Financial Modeling, Portfolio Management, Retirement Planning, Due Diligence, Mergers, Strategic Planning, Venture Capital, Leadership Development
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, General Management
University of California, San Diego 1984 — 1988
B.A. 1988, Economics, Political Science, Communications
Fullerton College August 2015 - Present
Argosy University November 2013 - Present
Argosy University July 2012 - Present
Veritas Prep January 2009 - October 2013
Merrill Lynch December 2010 - August 2012
CJ Consulting August 1996 - December 2010
Disney Consumer Products October 1993 - January 1995
Young and Rubicam July 1992 - October 1993
United States Department of Treasury June 1988 - May 1990
Skills
Finance, Financial Analysis, Wealth Management, Investments, Property Management, Public Speaking, Real Estate Economics, Consulting, Financial Modeling, Portfolio Management, Retirement Planning, Due Diligence, Mergers, Strategic Planning, Venture Capital, Leadership Development
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, General Management
University of California, San Diego 1984 — 1988
B.A. 1988, Economics, Political Science, Communications
Mark Etchin's Merrill Lynch Experience 2007 - 2008
Job Investment Team at Pantheon Ventures
Industry Investment Management
Experience
Pantheon Ventures 2015 - Present
Vopne Capital 2013 - 2014
Century Park Capital Partners 2011 - 2013
Various 2009 - 2011
Lazard Freres & Co. 2008 - 2009
Merrill Lynch 2007 - 2008
Skills
Business Strategy, Mergers, Business Development, Entrepreneurship, Acquisition Analysis, Financial Modeling, Financial Analysis, M&A due diligence, Operational Due..., LBO, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Markets, Valuation, Business Valuation, Investment Banking, Divestitures, Finance, Private Equity, Investments, Venture Capital
Education
Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
University of California, Berkeley
BA, Economics
University of California, Berkeley, Haas School of Business
BS, Business Administration
Pantheon Ventures 2015 - Present
Vopne Capital 2013 - 2014
Century Park Capital Partners 2011 - 2013
Various 2009 - 2011
Lazard Freres & Co. 2008 - 2009
Merrill Lynch 2007 - 2008
Skills
Business Strategy, Mergers, Business Development, Entrepreneurship, Acquisition Analysis, Financial Modeling, Financial Analysis, M&A due diligence, Operational Due..., LBO, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Markets, Valuation, Business Valuation, Investment Banking, Divestitures, Finance, Private Equity, Investments, Venture Capital
Education
Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
University of California, Berkeley
BA, Economics
University of California, Berkeley, Haas School of Business
BS, Business Administration
Chandra Nath's Merrill Lynch Experience September 2007 - November 2014
Job
Industry Investment Banking
Experience
Palantir Technologies November 2014 - Present
Merrill Lynch September 2007 - November 2014
ICICI VENTURES July 2007 - August 2007
CAPITAL ONE FINANCIAL July 2003 - August 2005
CAPITAL ONE FINANCIAL December 2000 - June 2003
INDIAN TOBACCO COMPANY (Subsidiary of British American Tobacco) June 2000 - October 2000
Skills
Capital Markets, Valuation, Equities, Corporate Finance, Emerging Markets, LBO, M
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting and Entrepreneurship
Indian Institute of Technology, Kanpur 1996 — 2000
B.Tech, Engineering
Palantir Technologies November 2014 - Present
Merrill Lynch September 2007 - November 2014
ICICI VENTURES July 2007 - August 2007
CAPITAL ONE FINANCIAL July 2003 - August 2005
CAPITAL ONE FINANCIAL December 2000 - June 2003
INDIAN TOBACCO COMPANY (Subsidiary of British American Tobacco) June 2000 - October 2000
Skills
Capital Markets, Valuation, Equities, Corporate Finance, Emerging Markets, LBO, M
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting and Entrepreneurship
Indian Institute of Technology, Kanpur 1996 — 2000
B.Tech, Engineering
Carol Wu's Merrill Lynch Experience June 1995 - January 1997
Job
Industry Wireless
Experience
Kabam April 2014 - March 2015
BlackBerry September 2010 - December 2012
Research In Motion 2008 - 2010
Sun Microsystems 2007 - 2008
Sun Microsystems 2006 - 2007
Sun Microsystems 2003 - 2006
Booz & Company 2001 - 2001
Merrill Lynch June 1995 - January 1997
Skills
Product Management, Portfolio Management, Strategic Planning, Business Strategy, Financial Modeling, Negotiation, Go-to-market Strategy, Corporate FP&A, Business Analysis, Financial Analysis, Strategy, Analytics, Competitive Analysis, Cross-functional Team..., Management, Mobile Devices, Mobile Technology, Product Marketing, Business Development, Market Analysis, Mobile Applications, Start-ups, Finance, SaaS
Education
The University of Chicago - Booth School of Business
MBA
Kabam April 2014 - March 2015
BlackBerry September 2010 - December 2012
Research In Motion 2008 - 2010
Sun Microsystems 2007 - 2008
Sun Microsystems 2006 - 2007
Sun Microsystems 2003 - 2006
Booz & Company 2001 - 2001
Merrill Lynch June 1995 - January 1997
Skills
Product Management, Portfolio Management, Strategic Planning, Business Strategy, Financial Modeling, Negotiation, Go-to-market Strategy, Corporate FP&A, Business Analysis, Financial Analysis, Strategy, Analytics, Competitive Analysis, Cross-functional Team..., Management, Mobile Devices, Mobile Technology, Product Marketing, Business Development, Market Analysis, Mobile Applications, Start-ups, Finance, SaaS
Education
The University of Chicago - Booth School of Business
MBA
Amar Shibli's Merrill Lynch Experience March 2007 - May 2009
Job
Industry Management Consulting
Experience
McKinsey & Company June 2013 - Present
McKinsey & Company August 2011 - June 2013
McKinsey & Company May 2010 - August 2010
Merrill Lynch March 2007 - May 2009
Merrill Lynch September 2005 - March 2007
United Nations June 2003 - August 2004
Skills
Financial Modeling, Management Consulting, Business Strategy, Valuation, Due Diligence, Strategy, Management, Financial Analysis, Competitive Analysis, Mergers & Acquisitions, Risk Management, Disruptive Technologies, Emerging Markets, Private Equity, Policy Analysis, Corporate Development, Market Research, Market Entry, Investment Banking, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Wesleyan University 2001 — 2005
BA, Economics
Hastings High School 1998 — 2001
McKinsey & Company June 2013 - Present
McKinsey & Company August 2011 - June 2013
McKinsey & Company May 2010 - August 2010
Merrill Lynch March 2007 - May 2009
Merrill Lynch September 2005 - March 2007
United Nations June 2003 - August 2004
Skills
Financial Modeling, Management Consulting, Business Strategy, Valuation, Due Diligence, Strategy, Management, Financial Analysis, Competitive Analysis, Mergers & Acquisitions, Risk Management, Disruptive Technologies, Emerging Markets, Private Equity, Policy Analysis, Corporate Development, Market Research, Market Entry, Investment Banking, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Wesleyan University 2001 — 2005
BA, Economics
Hastings High School 1998 — 2001
Tina Byrnes's Merrill Lynch Experience September 2013 - Present
Job VP Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Education
The Ohio State University Fisher College of Business
Bachelor’s Degree, Finance and International Business
Merrill Lynch September 2013 - Present
Education
The Ohio State University Fisher College of Business
Bachelor’s Degree, Finance and International Business
Koren Sill McGinnis's Merrill Lynch Experience 2002 - 2006
Job
Industry Financial Services
Experience
The Picerne Group October 2008 - July 2009
Merrill Lynch Capital April 2006 - February 2008
Merrill Lynch 2002 - 2006
Skills
Investment Banking, Equities, Finance, Financial Modeling, Investments
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance and Accounting
William & Mary 1991 — 1995
BBA, Accounting
The Picerne Group October 2008 - July 2009
Merrill Lynch Capital April 2006 - February 2008
Merrill Lynch 2002 - 2006
Skills
Investment Banking, Equities, Finance, Financial Modeling, Investments
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance and Accounting
William & Mary 1991 — 1995
BBA, Accounting
Nicole Eppley's Merrill Lynch Experience December 2004 - 2008
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Morgan Stanley December 2004 - Present
Merrill Lynch December 2004 - 2008
Education
The Ohio State University Fisher College of Business 2000 — 2004
Morgan Stanley December 2004 - Present
Merrill Lynch December 2004 - 2008
Education
The Ohio State University Fisher College of Business 2000 — 2004
Keith Orpen's Merrill Lynch Experience February 2013 - Present
Job Senior Software Developer
Industry Computer Software
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch March 2010 - March 2013
RAD International 2009 - 2009
Digital Rapids 2008 - 2009
Algorithmics November 2005 - March 2007
The FeedRoom 2007 - 2007
Recursive Design 2003 - 2005
Entuity 1999 - 2001
Skills
Software Development, Agile Methodologies, Java, Web Services, Java Enterprise Edition, XML, Spring, Object Oriented Design, Distributed Systems, SQL, Software Design, Hibernate, Design Patterns, SOA, Scrum, SDLC, Web Applications, Test Driven Development
Education
The University of British Columbia 1992 — 1997
University of Waterloo 1987 — 1992
Bachelor of Mathematics, BMath
Merrill Lynch February 2013 - Present
Merrill Lynch March 2010 - March 2013
RAD International 2009 - 2009
Digital Rapids 2008 - 2009
Algorithmics November 2005 - March 2007
The FeedRoom 2007 - 2007
Recursive Design 2003 - 2005
Entuity 1999 - 2001
Skills
Software Development, Agile Methodologies, Java, Web Services, Java Enterprise Edition, XML, Spring, Object Oriented Design, Distributed Systems, SQL, Software Design, Hibernate, Design Patterns, SOA, Scrum, SDLC, Web Applications, Test Driven Development
Education
The University of British Columbia 1992 — 1997
University of Waterloo 1987 — 1992
Bachelor of Mathematics, BMath
Thomas Shaffer's Merrill Lynch Experience July 2011 - September 2011
Job Finance Professional w/ Management Consulting & Banking Experience
Industry Banking
Experience
California Bank & Trust 2012 - Present
Merrill Lynch July 2011 - September 2011
Cengage Learning August 2008 - June 2010
Independent Financial Group January 2008 - July 2008
Maram Holdings June 2007 - September 2007
The Parthenon Group August 2005 - June 2007
Education
University of San Diego 2010 — 2011
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
The Bridge Program
University of San Diego 2001 — 2005
Bachelor of Business Administration (B.B.A.)
California Bank & Trust 2012 - Present
Merrill Lynch July 2011 - September 2011
Cengage Learning August 2008 - June 2010
Independent Financial Group January 2008 - July 2008
Maram Holdings June 2007 - September 2007
The Parthenon Group August 2005 - June 2007
Education
University of San Diego 2010 — 2011
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
The Bridge Program
University of San Diego 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Jeremy Dobies's Merrill Lynch Experience 2007 - 2007
Job Chief of Staff for the Chief Commercial Officer and President, Enterprise Solutions at Dell
Industry Information Technology and Services
Experience
Dell February 2015 - Present
Dell December 2012 - February 2015
Dell May 2011 - December 2012
Bain & Company July 2008 - May 2011
Merrill Lynch 2007 - 2007
Brady/TISCOR 2004 - 2006
Texas Instruments 2001 - 2004
Skills
Business Strategy, Strategy, Start-ups, Business Development, Management, Leadership, Management Consulting, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Masters, Business & Administration
University of California, San Diego 1998 — 2001
Bachelors of Science, Electrical Engineering
Dell February 2015 - Present
Dell December 2012 - February 2015
Dell May 2011 - December 2012
Bain & Company July 2008 - May 2011
Merrill Lynch 2007 - 2007
Brady/TISCOR 2004 - 2006
Texas Instruments 2001 - 2004
Skills
Business Strategy, Strategy, Start-ups, Business Development, Management, Leadership, Management Consulting, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Masters, Business & Administration
University of California, San Diego 1998 — 2001
Bachelors of Science, Electrical Engineering
Louis Chan's Merrill Lynch Experience 2004 - 2008
Job Investment Analyst at Cumberland Private Wealth Management
Industry Investment Management
Experience
Cumberland Private Wealth Management 2014 - Present
GCIC, Ltd. (Dynamic Funds) 2011 - 2013
Sceptre Investment Counsel 2008 - 2010
Merrill Lynch 2004 - 2008
UBC Portfolio Management Foundation 2002 - 2004
British Columbia Investment Management Corporation 2003 - 2003
Burgundy Asset Management 2002 - 2002
Skills
Financial Modeling, Equities, Equity Research, Bloomberg, Portfolio Management, Valuation, Investments, Mutual Funds, Finance, Analysis, DCF, Equity Valuation, Capital Markets, Investment Strategies
Education
The University of British Columbia 2000 — 2004
GPA: 3.9/4
Cumberland Private Wealth Management 2014 - Present
GCIC, Ltd. (Dynamic Funds) 2011 - 2013
Sceptre Investment Counsel 2008 - 2010
Merrill Lynch 2004 - 2008
UBC Portfolio Management Foundation 2002 - 2004
British Columbia Investment Management Corporation 2003 - 2003
Burgundy Asset Management 2002 - 2002
Skills
Financial Modeling, Equities, Equity Research, Bloomberg, Portfolio Management, Valuation, Investments, Mutual Funds, Finance, Analysis, DCF, Equity Valuation, Capital Markets, Investment Strategies
Education
The University of British Columbia 2000 — 2004
GPA: 3.9/4
Maria Treloar's Merrill Lynch Experience Banking Center Manager/Portfolio Manager/SalesCompass BankOctober 2000 - February 2012
Job Financial Professional
Industry Banking
Experience
Merrill Lynch Banking Center Manager/Portfolio Manager/SalesCompass BankOctober 2000 - February 2012
BBVA Compass Bank April 2005 - January 2009
Compass Brokerage October 2000 - July 2002
Financial Planning August 1998 - December 1999
Education
The University of Akron
Merrill Lynch Banking Center Manager/Portfolio Manager/SalesCompass BankOctober 2000 - February 2012
BBVA Compass Bank April 2005 - January 2009
Compass Brokerage October 2000 - July 2002
Financial Planning August 1998 - December 1999
Education
The University of Akron
Christine Sager's Merrill Lynch Experience December 2014 - April 2015
Job Experienced in Financial Services
Industry Financial Services
Experience
Merrill Lynch December 2014 - April 2015
Merrill Lynch May 1996 - December 2014
Education
The University of Akron 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Merrill Lynch December 2014 - April 2015
Merrill Lynch May 1996 - December 2014
Education
The University of Akron 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Josh Gartner's Merrill Lynch Experience February 2007 - January 2008
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
Tuck School of Business at Dartmouth College August 2012 - June 2014
Waste Management June 2013 - August 2013
VisionFund International April 2012 - July 2012
Cambridge Associates January 2008 - March 2012
Merrill Lynch February 2007 - January 2008
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Strategy, Equities, Emerging Markets, Financial Analysis, Corporate Finance, Management Consulting, Investments, Economics
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Yale University 2002 — 2006
B.A.
Bain & Company September 2014 - Present
Tuck School of Business at Dartmouth College August 2012 - June 2014
Waste Management June 2013 - August 2013
VisionFund International April 2012 - July 2012
Cambridge Associates January 2008 - March 2012
Merrill Lynch February 2007 - January 2008
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Strategy, Equities, Emerging Markets, Financial Analysis, Corporate Finance, Management Consulting, Investments, Economics
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Yale University 2002 — 2006
B.A.
Doering, Barry's Merrill Lynch Experience 1980 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1980 - Present
Skills
Series 7, Small Business, Equities, Customer Service, Strategic Financial..., Retirement Planning, Investment Advisory, Wealth Management, Asset Management, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, ETFs, Investments, Credit Analysis, 401k, Retirement, Insurance, Private Banking, Series 65, Series 24, Finance, Portfolio Management, Commercial Lending, Banking, Fixed Income, Alternative Investments, Investment Management, Estate Planning, FINRA, Wealth, Investment Strategies, Loans, Credit, Financial Services, Securities, Financial Advisory, Wealth Management...
Education
The University of Akron
Merrill Lynch 1980 - Present
Skills
Series 7, Small Business, Equities, Customer Service, Strategic Financial..., Retirement Planning, Investment Advisory, Wealth Management, Asset Management, Uniform Combined State..., Mutual Funds, Series 63, Asset Allocation, ETFs, Investments, Credit Analysis, 401k, Retirement, Insurance, Private Banking, Series 65, Series 24, Finance, Portfolio Management, Commercial Lending, Banking, Fixed Income, Alternative Investments, Investment Management, Estate Planning, FINRA, Wealth, Investment Strategies, Loans, Credit, Financial Services, Securities, Financial Advisory, Wealth Management...
Education
The University of Akron
Erik Miller; MBA, CPA, CGMA's Merrill Lynch Experience 1999 - 2001
Job CFO, specializing in Software and Consulting Services
Industry Venture Capital & Private Equity
Experience
M4 Global Solutions (Changepoint - Uniface - Lochbridge) February 2015 - Present
Grameen Foundation September 2009 - Present
Marlin Equity Partners May 2010 - February 2015
UltraPRO Corporation June 2011 - August 2011
Project Enterprise 2003 - July 2011
Transaction Services - PricewaterhouseCoopers LLP March 2004 - December 2009
VIDISolutions 2001 - 2004
Merrill Lynch 1999 - 2001
Deutsche Bank 1998 - 1998
Price Waterhouse 1995 - 1997
Skills
M&A due diligence, Private Equity, Accounting, Mergers, Due Diligence, Financial Analysis, Investment Banking, Special Situations, Growth Capital, Venture Capital, Start-up Ventures, Executive Management, Financial Modeling, Business Strategy, Business Development, Strategic Financial..., Recruiting, Non-profit Volunteer, Mergers & Acquisitions, Corporate Development, Finance, Entrepreneurship, Financial Reporting, Corporate Finance, Restructuring
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance & Entrepreneurship, 3.6+
University of Delaware 1986 — 1990
Bachelor of Science, Accounting
M4 Global Solutions (Changepoint - Uniface - Lochbridge) February 2015 - Present
Grameen Foundation September 2009 - Present
Marlin Equity Partners May 2010 - February 2015
UltraPRO Corporation June 2011 - August 2011
Project Enterprise 2003 - July 2011
Transaction Services - PricewaterhouseCoopers LLP March 2004 - December 2009
VIDISolutions 2001 - 2004
Merrill Lynch 1999 - 2001
Deutsche Bank 1998 - 1998
Price Waterhouse 1995 - 1997
Skills
M&A due diligence, Private Equity, Accounting, Mergers, Due Diligence, Financial Analysis, Investment Banking, Special Situations, Growth Capital, Venture Capital, Start-up Ventures, Executive Management, Financial Modeling, Business Strategy, Business Development, Strategic Financial..., Recruiting, Non-profit Volunteer, Mergers & Acquisitions, Corporate Development, Finance, Entrepreneurship, Financial Reporting, Corporate Finance, Restructuring
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance & Entrepreneurship, 3.6+
University of Delaware 1986 — 1990
Bachelor of Science, Accounting
Tim Jolliffe's Merrill Lynch Experience November 2012 - May 2014
Job Licensed Personal Banker at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank May 2014 - Present
Merrill Lynch November 2012 - May 2014
WestStar Mortgage May 2010 - March 2012
Residential Finance Corporation January 2005 - July 2007
Skills
Mortgage Lending, Finance, Loans, FHA, Loan Origination, Residential Mortgages, Banking, Credit, Leadership, Sales, Management, Financial Services, Underwriting, Mortgage Banking, USDA
Education
The Ohio State University Fisher College of Business 2000 — 2004
Fifth Third Bank May 2014 - Present
Merrill Lynch November 2012 - May 2014
WestStar Mortgage May 2010 - March 2012
Residential Finance Corporation January 2005 - July 2007
Skills
Mortgage Lending, Finance, Loans, FHA, Loan Origination, Residential Mortgages, Banking, Credit, Leadership, Sales, Management, Financial Services, Underwriting, Mortgage Banking, USDA
Education
The Ohio State University Fisher College of Business 2000 — 2004
John Nusbaum's Merrill Lynch Experience 1994 - 1997
Job Director at 400 Capital Management
Industry Financial Services
Experience
400 Capital Management April 2014 - Present
Providence Equity Capital Markets July 2011 - July 2013
Strategic Value Partners January 2007 - January 2011
Sandell Asset Management July 2003 - January 2006
Moore Strategic Value Partners, Tokyo July 1999 - May 2003
Morgan Stanley June 1997 - July 1999
Merrill Lynch 1994 - 1997
Skills
High Yield, Due Diligence, Asset, Bonds, Credit, Capital Markets, Portfolio Management, Leveraged Finance, Investments, Investment Banking, Fixed Income, Equities, Trading, Financial Services, Direct Lending, Total Return, Event-driven
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA, Finance
University of Virginia 1985 — 1989
B.S. Commerce, Major in Finance, Minor in German
400 Capital Management April 2014 - Present
Providence Equity Capital Markets July 2011 - July 2013
Strategic Value Partners January 2007 - January 2011
Sandell Asset Management July 2003 - January 2006
Moore Strategic Value Partners, Tokyo July 1999 - May 2003
Morgan Stanley June 1997 - July 1999
Merrill Lynch 1994 - 1997
Skills
High Yield, Due Diligence, Asset, Bonds, Credit, Capital Markets, Portfolio Management, Leveraged Finance, Investments, Investment Banking, Fixed Income, Equities, Trading, Financial Services, Direct Lending, Total Return, Event-driven
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA, Finance
University of Virginia 1985 — 1989
B.S. Commerce, Major in Finance, Minor in German
Steve Wickstrom, CRPC's Merrill Lynch Experience December 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2006 - Present
McDonald Investments April 2004 - November 2006
Prudential Financial July 2003 - March 2004
Education
The Ohio State University Fisher College of Business 1998 — 2002
Merrill Lynch December 2006 - Present
McDonald Investments April 2004 - November 2006
Prudential Financial July 2003 - March 2004
Education
The Ohio State University Fisher College of Business 1998 — 2002
Grant Jones's Merrill Lynch Experience July 1998 - January 2008
Job Experienced Treasury, Corporate Finance & Banking Executive
Industry Financial Services
Experience
Aetna May 2008 - July 2013
Merrill Lynch July 1998 - January 2008
Duff & Phelps Credit Rating Co. July 1996 - July 1998
Standard & Poor's June 1995 - July 1996
Dean Witter 1992 - 1995
Skills
Corporate Finance, Finance, Capital Markets, Banking, Valuation, Strategy, Equities, Structured Finance, Financial Modeling, Investments, Start-ups, Cash Flow, Loans, Auditing, Securities
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (MBA), Finance and Accounting
University of Virginia 1985 — 1989
B.S., Commerce
Aetna May 2008 - July 2013
Merrill Lynch July 1998 - January 2008
Duff & Phelps Credit Rating Co. July 1996 - July 1998
Standard & Poor's June 1995 - July 1996
Dean Witter 1992 - 1995
Skills
Corporate Finance, Finance, Capital Markets, Banking, Valuation, Strategy, Equities, Structured Finance, Financial Modeling, Investments, Start-ups, Cash Flow, Loans, Auditing, Securities
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (MBA), Finance and Accounting
University of Virginia 1985 — 1989
B.S., Commerce
Trevor Andrews, CFA's Merrill Lynch Experience March 2015 - Present
Job Analyst
Industry Investment Management
Experience
Merrill Lynch March 2015 - Present
RiverNorth Capital Management May 2008 - March 2015
Bank of America January 2007 - March 2008
Skills
Equities, Fixed Income, Bloomberg, Alternative Investments, Financial Modeling, Finance, Banking, Capital Markets, Hedge Funds, Private Equity, Scuba Diving, Derivatives, Portfolio Management, Structured Products, Valuation, Structured Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Finance
Merrill Lynch March 2015 - Present
RiverNorth Capital Management May 2008 - March 2015
Bank of America January 2007 - March 2008
Skills
Equities, Fixed Income, Bloomberg, Alternative Investments, Financial Modeling, Finance, Banking, Capital Markets, Hedge Funds, Private Equity, Scuba Diving, Derivatives, Portfolio Management, Structured Products, Valuation, Structured Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Finance
Joy Tapper's Merrill Lynch Experience May 2005 - September 2011
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2011 - Present
Merrill Lynch May 2005 - September 2011
Morgan Stanley Dean Witter April 2000 - May 2005
Education
The University of Akron 1976 — 1980
BA, psychology
UBS September 2011 - Present
Merrill Lynch May 2005 - September 2011
Morgan Stanley Dean Witter April 2000 - May 2005
Education
The University of Akron 1976 — 1980
BA, psychology
Greg Templeman's Merrill Lynch Experience May 2003 - September 2003
Job Vice President at Sunroc Building Materials, Inc.
Industry Building Materials
Experience
Sunroc Building Materials, Inc. May 2015 - Present
SpaceKraft, An International Paper Company January 2011 - May 2015
SpaceKraft, An International Paper Company August 2008 - January 2011
SpaceKraft, A Weyerhaeuser Company January 2007 - August 2008
SpaceKraft, A Weyerhaeuser Company January 2004 - January 2007
Merrill Lynch May 2003 - September 2003
Keystone Learning Systems January 2002 - August 2002
FlipDog.com / WhizBang! Labs January 2001 - October 2001
Skills
Account Management, Forecasting, Financial Analysis, New Business Development, Business Development, Management, Analysis, Sales, Cross-functional Team..., Strategic Planning, Microsoft Excel, Process Improvement, Sales Management, Negotiation, Business Strategy, Team Building, Budgets, Operations Management, Product Development, Supply Chain Management, Supply Chain, Strategy, Business Planning, Leadership, Logistics, Contract Negotiation, Sales Operations, International Sales, B2B
Education
Willamette University MBA 2002 — 2004
MBA, Finance
The University of British Columbia 1996 — 2000
BA, International Relations & Russian
Sunroc Building Materials, Inc. May 2015 - Present
SpaceKraft, An International Paper Company January 2011 - May 2015
SpaceKraft, An International Paper Company August 2008 - January 2011
SpaceKraft, A Weyerhaeuser Company January 2007 - August 2008
SpaceKraft, A Weyerhaeuser Company January 2004 - January 2007
Merrill Lynch May 2003 - September 2003
Keystone Learning Systems January 2002 - August 2002
FlipDog.com / WhizBang! Labs January 2001 - October 2001
Skills
Account Management, Forecasting, Financial Analysis, New Business Development, Business Development, Management, Analysis, Sales, Cross-functional Team..., Strategic Planning, Microsoft Excel, Process Improvement, Sales Management, Negotiation, Business Strategy, Team Building, Budgets, Operations Management, Product Development, Supply Chain Management, Supply Chain, Strategy, Business Planning, Leadership, Logistics, Contract Negotiation, Sales Operations, International Sales, B2B
Education
Willamette University MBA 2002 — 2004
MBA, Finance
The University of British Columbia 1996 — 2000
BA, International Relations & Russian
Jocelyn Chu, CFA's Merrill Lynch Experience May 2004 - August 2004
Job Principal, Connor, Clark & Lunn Investment Management
Industry Financial Services
Experience
Connor, Clark & Lunn Investment Management, Fixed Income September 2010 - Present
Young Women in Business 2012 - 2012
Morgan Stanley June 2005 - July 2010
Merrill Lynch May 2004 - August 2004
Skills
Loans, Credit, Investments, Leveraged Finance, High Yield, Investment Banking, Fixed Income Analysis, Credit Derivatives, Economics, Structured Finance, Private Equity
Education
The University of British Columbia
Bcomm, Finance
Connor, Clark & Lunn Investment Management, Fixed Income September 2010 - Present
Young Women in Business 2012 - 2012
Morgan Stanley June 2005 - July 2010
Merrill Lynch May 2004 - August 2004
Skills
Loans, Credit, Investments, Leveraged Finance, High Yield, Investment Banking, Fixed Income Analysis, Credit Derivatives, Economics, Structured Finance, Private Equity
Education
The University of British Columbia
Bcomm, Finance
Tim Bonar's Merrill Lynch Experience February 1996 - March 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch February 1996 - March 2009
Chemical Financial December 1994 - January 1996
Education
The University of Akron
Bachelors of Science, Finance
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch February 1996 - March 2009
Chemical Financial December 1994 - January 1996
Education
The University of Akron
Bachelors of Science, Finance
Len Jardine's Merrill Lynch Experience June 1986 - March 1993
Job BNP Paribas Managing Director Head of Investor Relationship Management
Industry Financial Services
Experience
BNP Paribas Securities May 2001 - Present
Stanton Capital March 1997 - May 2001
Deutsche Bank October 1995 - March 1997
UBS Securities March 1993 - October 1995
Merrill Lynch June 1986 - March 1993
Skills
Securities, Structured Products, Fixed Income, Trading, Institutional..., Bonds, Equities, Derivatives, Financial Markets, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Investment Banking, Capital Markets, Investments, Bloomberg, Client Relations, Investor Relations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA
NYU Stern School of Business 1981 — 1982
Master of Science (MS), Accounting
Dartmouth College 1977 — 1981
AB - 1981, Economics/ History
LaSalle Academy HS 1973 — 1977
BNP Paribas Securities May 2001 - Present
Stanton Capital March 1997 - May 2001
Deutsche Bank October 1995 - March 1997
UBS Securities March 1993 - October 1995
Merrill Lynch June 1986 - March 1993
Skills
Securities, Structured Products, Fixed Income, Trading, Institutional..., Bonds, Equities, Derivatives, Financial Markets, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Investment Banking, Capital Markets, Investments, Bloomberg, Client Relations, Investor Relations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA
NYU Stern School of Business 1981 — 1982
Master of Science (MS), Accounting
Dartmouth College 1977 — 1981
AB - 1981, Economics/ History
LaSalle Academy HS 1973 — 1977
Kathryn Doherty's Merrill Lynch Experience June 2006 - May 2008
Job General Management Apprentice at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Tuck Global Consultancy Program August 2009 - November 2009
Canaccord Adams June 2009 - August 2009
Merrill Lynch June 2006 - May 2008
Merrill Lynch February 2006 - May 2008
Merrill Lynch June 2003 - February 2006
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Williams College 1999 — 2003
BA, Economics
Fidelity Investments July 2010 - Present
Tuck Global Consultancy Program August 2009 - November 2009
Canaccord Adams June 2009 - August 2009
Merrill Lynch June 2006 - May 2008
Merrill Lynch February 2006 - May 2008
Merrill Lynch June 2003 - February 2006
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Williams College 1999 — 2003
BA, Economics
Jonathan Johnson, CRPC's Merrill Lynch Experience 1996 - Present
Job Senior Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 1996 - Present
Skills
Mutual Funds, Fixed Income, Series 7, Investments, Wealth Management, Equities, Hedge Funds, Series 63, Capital Markets, 401k, Financial Modeling, Investment Advisory, Retirement Planning, Private Equity, Strategic Financial..., Uniform Combined State..., Asset Management, Asset Allocation, Portfolio Management, Retirement, Financial Services, Fixed Annuities, Derivatives
Education
Tuck School of Business at Dartmouth 2012 — 2012
Strategic Innovation and Leadership
University of Connecticut 1984 — 1987
MBA, Finance
Merrill Lynch 1996 - Present
Skills
Mutual Funds, Fixed Income, Series 7, Investments, Wealth Management, Equities, Hedge Funds, Series 63, Capital Markets, 401k, Financial Modeling, Investment Advisory, Retirement Planning, Private Equity, Strategic Financial..., Uniform Combined State..., Asset Management, Asset Allocation, Portfolio Management, Retirement, Financial Services, Fixed Annuities, Derivatives
Education
Tuck School of Business at Dartmouth 2012 — 2012
Strategic Innovation and Leadership
University of Connecticut 1984 — 1987
MBA, Finance
Jonathan Burley's Merrill Lynch Experience 1998 - 2000
Job Director, Institutional Client Business at BlackRock
Industry Financial Services
Experience
BlackRock November 2014 - Present
Wells Fargo Securities January 2012 - November 2014
Wells Fargo Securities 2010 - 2012
Rabobank 2007 - 2009
Rabobank 2006 - 2007
Rabobank 2001 - 2006
Merrill Lynch 1998 - 2000
Merrill Lynch 1998 - 2000
Skills
Sales, Sales Management, Business Development, Account Management, Product Development, Product Marketing, Equity Derivatives, Alternative Investments, Bonds, Portfolio Management, Fixed Income, Investment Banking, Rates, Asset Management, Financial Services, Business Planning, Wealth Management, Credit, Capital Markets, Equities, Derivatives, Hedge Funds
Education
The University of British Columbia 1994 — 1998
Bachelor of Arts, Political Science and International Relations, Honors
Marlborough College, Wiltshire, U.K.
Political Science
BlackRock November 2014 - Present
Wells Fargo Securities January 2012 - November 2014
Wells Fargo Securities 2010 - 2012
Rabobank 2007 - 2009
Rabobank 2006 - 2007
Rabobank 2001 - 2006
Merrill Lynch 1998 - 2000
Merrill Lynch 1998 - 2000
Skills
Sales, Sales Management, Business Development, Account Management, Product Development, Product Marketing, Equity Derivatives, Alternative Investments, Bonds, Portfolio Management, Fixed Income, Investment Banking, Rates, Asset Management, Financial Services, Business Planning, Wealth Management, Credit, Capital Markets, Equities, Derivatives, Hedge Funds
Education
The University of British Columbia 1994 — 1998
Bachelor of Arts, Political Science and International Relations, Honors
Marlborough College, Wiltshire, U.K.
Political Science
Dwight Jefferson's Merrill Lynch Experience 1998 - 2001
Job Senior Vice President, Portfolio Manager at Richardson GMP
Industry Financial Services
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. September 2010 - October 2013
CIBC Wood Gundy 2001 - 2010
Merrill Lynch 1998 - 2001
Midland Walwyn 1996 - 1998
Skills
Separately Managed..., Managed Accounts, Wealth Management, Alternative Investments, Portfolio Management, Tax Advantaged Investing, Investment Banking, Financial and Estate..., Public Venture Capital, Endowments and..., Investments, Securities, Investment Strategies, Estate Planning, Mutual Funds, Asset Management, Hedge Funds, Equities, Managing Accounts, ETFs, Investment Advisory
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance and Urban Land Economics
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. September 2010 - October 2013
CIBC Wood Gundy 2001 - 2010
Merrill Lynch 1998 - 2001
Midland Walwyn 1996 - 1998
Skills
Separately Managed..., Managed Accounts, Wealth Management, Alternative Investments, Portfolio Management, Tax Advantaged Investing, Investment Banking, Financial and Estate..., Public Venture Capital, Endowments and..., Investments, Securities, Investment Strategies, Estate Planning, Mutual Funds, Asset Management, Hedge Funds, Equities, Managing Accounts, ETFs, Investment Advisory
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance and Urban Land Economics
Chloe Kim's Merrill Lynch Experience May 2008 - August 2008
Job
Industry Higher Education
Experience
The Wharton School August 2013 - Present
OpenText June 2010 - July 2011
Queen's University September 2009 - December 2009
Queen's University July 2009 - October 2009
Merrill Lynch May 2008 - August 2008
Skills
Statistical Modeling, R, Data Analysis, Statistics, Operations Research, SAS, VBA
Education
The University of British Columbia / UBC 2011 — 2012
Masters of Management in Operations Research, Operations Research
Queen's University 2006 — 2010
Bachelor of Commerce & Bachelor of Arts, Commerce, Mathematics
The Wharton School August 2013 - Present
OpenText June 2010 - July 2011
Queen's University September 2009 - December 2009
Queen's University July 2009 - October 2009
Merrill Lynch May 2008 - August 2008
Skills
Statistical Modeling, R, Data Analysis, Statistics, Operations Research, SAS, VBA
Education
The University of British Columbia / UBC 2011 — 2012
Masters of Management in Operations Research, Operations Research
Queen's University 2006 — 2010
Bachelor of Commerce & Bachelor of Arts, Commerce, Mathematics
Daniel Klausner's Merrill Lynch Experience 1991 - 1995
Job Managing Director Capital Markets Advisory at PwC
Industry Capital Markets
Experience
PwC January 2015 - Present
FTI Capital Advisors 2013 - December 2014
UBS Investment Bank 2002 - December 2012
Morgan Stanley January 1997 - December 2001
Lehman Brothers 1995 - 1997
Merrill Lynch 1991 - 1995
Skills
Equity Capital Markets, Transaction Origination, IPO, Readiness Assessments, Corporate Finance, Equity Valuation, Risk Management, Corporate Governance, Investment Banking, Equities, Fixed Income, Private Equity, Valuation, Securities, High Yield, Capital Markets, Mergers & Acquisitions, Private Placements, Financial Structuring, Due Diligence, Investments
Education
University of Pennsylvania - The Wharton School
BS in Economics, Finance Major and Anthropology Minor, magna cum laude
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
PwC January 2015 - Present
FTI Capital Advisors 2013 - December 2014
UBS Investment Bank 2002 - December 2012
Morgan Stanley January 1997 - December 2001
Lehman Brothers 1995 - 1997
Merrill Lynch 1991 - 1995
Skills
Equity Capital Markets, Transaction Origination, IPO, Readiness Assessments, Corporate Finance, Equity Valuation, Risk Management, Corporate Governance, Investment Banking, Equities, Fixed Income, Private Equity, Valuation, Securities, High Yield, Capital Markets, Mergers & Acquisitions, Private Placements, Financial Structuring, Due Diligence, Investments
Education
University of Pennsylvania - The Wharton School
BS in Economics, Finance Major and Anthropology Minor, magna cum laude
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Mark Londa's Merrill Lynch Experience May 1997 - July 1998
Job Senior Sales and Marketing Representative at NVR Inc (Ryan Homes)
Industry Real Estate
Experience
NVR Inc. (Ryan Homes) May 2011 - Present
Coldwell Banker Seacoast Realty (Coleigh Team) August 2010 - May 2011
AC Valor August 2009 - August 2010
NVR, Inc. (Ryan Homes) March 2002 - May 2009
NVR, Inc. (Ryan Homes) August 1998 - February 2002
Merrill Lynch May 1997 - July 1998
Skills
Marketing, Sales, Sales Operations, Finance, Real Estate, Investment Properties, Negotiation, Real Estate Development, Real Estate Transactions, Contract Negotiation, Marketing Strategy
Education
The University of Akron 1975 — 1981
BS, Accounting Emphasis: Marketing
NVR Inc. (Ryan Homes) May 2011 - Present
Coldwell Banker Seacoast Realty (Coleigh Team) August 2010 - May 2011
AC Valor August 2009 - August 2010
NVR, Inc. (Ryan Homes) March 2002 - May 2009
NVR, Inc. (Ryan Homes) August 1998 - February 2002
Merrill Lynch May 1997 - July 1998
Skills
Marketing, Sales, Sales Operations, Finance, Real Estate, Investment Properties, Negotiation, Real Estate Development, Real Estate Transactions, Contract Negotiation, Marketing Strategy
Education
The University of Akron 1975 — 1981
BS, Accounting Emphasis: Marketing
Brittany McDonald's Merrill Lynch Experience 2007 - 2007
Job National Sales Manager
Industry Automotive
Experience
SmartNote August 2008 - Present
Merrill Lynch 2007 - 2007
Skills
Sales Management, Selling, New Business Development, Sales, Account Management, Sales Process, Cold Calling, Automotive, Sales Operations, Business Development, Team Building, Negotiation, Customer Retention, Customer Satisfaction, B2B
Education
The University of Akron 2002 — 2007
Bachelor, Corporate Finance
SmartNote August 2008 - Present
Merrill Lynch 2007 - 2007
Skills
Sales Management, Selling, New Business Development, Sales, Account Management, Sales Process, Cold Calling, Automotive, Sales Operations, Business Development, Team Building, Negotiation, Customer Retention, Customer Satisfaction, B2B
Education
The University of Akron 2002 — 2007
Bachelor, Corporate Finance
Eoin Theobald's Merrill Lynch Experience 2001 - 2009
Job Experienced Corporate Development / Finance Executive
Industry Telecommunications
Experience
CSG Systems International, Inc. 2010 - Present
Merrill Lynch 2001 - 2009
Bachow & Associates 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Strategy, Equities, Corporate Development, Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Financial Modeling, Capital Markets, Venture Capital, Valuation, M&A experience, Due Diligence
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Yale University
Bachelor of Arts (B.A.), Economics
CSG Systems International, Inc. 2010 - Present
Merrill Lynch 2001 - 2009
Bachow & Associates 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Strategy, Equities, Corporate Development, Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Financial Modeling, Capital Markets, Venture Capital, Valuation, M&A experience, Due Diligence
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Yale University
Bachelor of Arts (B.A.), Economics
William Burt's Merrill Lynch Experience June 2006 - August 2006
Job Managing Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group January 2013 - Present
The Blackstone Group January 2011 - January 2013
Dimension One Spas October 2009 - December 2010
McKinsey & Company August 2007 - October 2009
Merrill Lynch June 2006 - August 2006
The Blackstone Group July 2002 - May 2005
Arthur Andersen LLP August 2000 - July 2002
Skills
Financial Modeling, Due Diligence, Valuation, Corporate Finance, Hedge Funds, Financial Analysis, Business Strategy, Investments, Investment Banking, Management Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
William & Mary 1996 — 2000
BBA, Accounting
The Blackstone Group January 2013 - Present
The Blackstone Group January 2011 - January 2013
Dimension One Spas October 2009 - December 2010
McKinsey & Company August 2007 - October 2009
Merrill Lynch June 2006 - August 2006
The Blackstone Group July 2002 - May 2005
Arthur Andersen LLP August 2000 - July 2002
Skills
Financial Modeling, Due Diligence, Valuation, Corporate Finance, Hedge Funds, Financial Analysis, Business Strategy, Investments, Investment Banking, Management Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
William & Mary 1996 — 2000
BBA, Accounting
Morgan Webber's Merrill Lynch Experience 2004 - 2006
Job Principal Adams Street Partners
Industry Venture Capital & Private Equity
Experience
Adams Street Partners September 2011 - Present
BlackRock 2006 - 2009
Merrill Lynch 2004 - 2006
Skills
Financial Modeling, Valuation, Private Equity, LBO, Venture Capital, Investments, Due Diligence, Corporate Finance, Business Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Wisconsin-Madison 2000 — 2004
BS, Economics
Adams Street Partners September 2011 - Present
BlackRock 2006 - 2009
Merrill Lynch 2004 - 2006
Skills
Financial Modeling, Valuation, Private Equity, LBO, Venture Capital, Investments, Due Diligence, Corporate Finance, Business Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Wisconsin-Madison 2000 — 2004
BS, Economics
Colin Jiang's Merrill Lynch Experience 2010 - 2010
Job Finance PhD Student at the University of Chicago Booth School of Business
Industry Investment Banking
Experience
United States Naval Academy April 2011 - April 2011
RBS Global Banking & Markets 2011 - 2011
City of Rochester 2009 - 2011
UBS Investment Bank 2010 - 2010
Merrill Lynch 2010 - 2010
Business Today 2010 - 2010
Education
The University of Chicago - Booth School of Business 2013 — 2018
Doctor of Philosophy (PhD), Finance
University of Rochester 2009 — 2013
B.A. & B.S., Finance, Mathematics, and Computer Science
United States Naval Academy April 2011 - April 2011
RBS Global Banking & Markets 2011 - 2011
City of Rochester 2009 - 2011
UBS Investment Bank 2010 - 2010
Merrill Lynch 2010 - 2010
Business Today 2010 - 2010
Education
The University of Chicago - Booth School of Business 2013 — 2018
Doctor of Philosophy (PhD), Finance
University of Rochester 2009 — 2013
B.A. & B.S., Finance, Mathematics, and Computer Science
David Horner, Ph.D.'s Merrill Lynch Experience 1984 - 2002
Job CIO and Economist
Industry Financial Services
Experience
Fixed Income Academy April 2010 - Present
Mathews Capital 2010 - Present
PRIVATE INVESTEMENT MANAGEMENT November 2002 - October 2010
Merrill Lynch 1984 - 2002
Commodity Futures Trading Commission 1980 - 1984
Mathematica Policy Research 1974 - 1980
Wayne State University 1970 - 1974
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Coaching, Management Consulting, Social Media Marketing
Education
University of Wisconsin-Madison 1966 — 1972
Doctor of Philosophy (Ph.D.), Economics
The University of Akron 1959 — 1963
Bachelor of Arts (BA), Mathematics
Fixed Income Academy April 2010 - Present
Mathews Capital 2010 - Present
PRIVATE INVESTEMENT MANAGEMENT November 2002 - October 2010
Merrill Lynch 1984 - 2002
Commodity Futures Trading Commission 1980 - 1984
Mathematica Policy Research 1974 - 1980
Wayne State University 1970 - 1974
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Coaching, Management Consulting, Social Media Marketing
Education
University of Wisconsin-Madison 1966 — 1972
Doctor of Philosophy (Ph.D.), Economics
The University of Akron 1959 — 1963
Bachelor of Arts (BA), Mathematics
Ryan Christopher's Merrill Lynch Experience November 2007 - November 2008
Job Manager, Corporate Reporting at Methanex Corporation the world’s largest international supplier of methanol
Industry Chemicals
Experience
Methanex Corporation March 2015 - Present
Methanex Corporation March 2012 - March 2015
InfraRed Capital Partners Ltd April 2011 - June 2011
HSBC Specialist Investments Ltd January 2009 - April 2011
Merrill Lynch November 2007 - November 2008
Davidson & Company November 2004 - September 2007
Skills
Financial Analysis, Financial Reporting, Risk Management, Auditing, IFRS, Financial Modeling, Management Reporting, Leadership, Internal Controls, Consulting, Dashboard Reporting
Education
Canadian Institute of Chartered Accountants
Chartered Accountant
The University of British Columbia 1999 — 2003
Bachelor of Commerce, Accounting
Methanex Corporation March 2015 - Present
Methanex Corporation March 2012 - March 2015
InfraRed Capital Partners Ltd April 2011 - June 2011
HSBC Specialist Investments Ltd January 2009 - April 2011
Merrill Lynch November 2007 - November 2008
Davidson & Company November 2004 - September 2007
Skills
Financial Analysis, Financial Reporting, Risk Management, Auditing, IFRS, Financial Modeling, Management Reporting, Leadership, Internal Controls, Consulting, Dashboard Reporting
Education
Canadian Institute of Chartered Accountants
Chartered Accountant
The University of British Columbia 1999 — 2003
Bachelor of Commerce, Accounting
Adam Lisy's Merrill Lynch Experience 2001 - 2001
Job at
Industry Retail
Experience
EXPRESS April 2013 - Present
Toys R Us May 2011 - March 2013
Toys R Us December 2009 - April 2011
InterOcean Advisors 2008 - 2009
McMaster-Carr 2005 - 2008
Great Point Capital LLC 2002 - 2005
Merrill Lynch 2001 - 2001
Skills
Financial Analysis, Forecasting, Program Management, Project Management, Leadership, Microsoft Excel, Process Improvement
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance and Accounting
The University of Chicago 1997 — 2001
BA, Economics
EXPRESS April 2013 - Present
Toys R Us May 2011 - March 2013
Toys R Us December 2009 - April 2011
InterOcean Advisors 2008 - 2009
McMaster-Carr 2005 - 2008
Great Point Capital LLC 2002 - 2005
Merrill Lynch 2001 - 2001
Skills
Financial Analysis, Forecasting, Program Management, Project Management, Leadership, Microsoft Excel, Process Improvement
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance and Accounting
The University of Chicago 1997 — 2001
BA, Economics
David Tsung's Merrill Lynch Experience 1998 - 2002
Job Head of Hedge Funds at Zurich Insurance Group
Industry Insurance
Experience
Zurich Insurance Group 2006 - Present
Alternative Investment Group 2002 - 2006
Merrill Lynch 1998 - 2002
Education
Tuck School of Business at Dartmouth 1996 — 1998
MBA
University of Pennsylvania - School of Engineering and Applied Science 1988 — 1992
BAS, Mechanical Engineering
University of Pennsylvania - The Wharton School 1988 — 1992
BS, Economics
Zurich Insurance Group 2006 - Present
Alternative Investment Group 2002 - 2006
Merrill Lynch 1998 - 2002
Education
Tuck School of Business at Dartmouth 1996 — 1998
MBA
University of Pennsylvania - School of Engineering and Applied Science 1988 — 1992
BAS, Mechanical Engineering
University of Pennsylvania - The Wharton School 1988 — 1992
BS, Economics
Anastasia Kozer's Merrill Lynch Experience
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management...
Education
The University of Akron
Bachelor's degree, Finance, General
Merrill Lynch
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Wealth Management...
Education
The University of Akron
Bachelor's degree, Finance, General
Rebecca Tiranno's Merrill Lynch Experience August 1999 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1999 - Present
Education
The University of Akron 1968 — 1972
Master of Arts (MA), Mass Communication/Media Studies
Merrill Lynch August 1999 - Present
Education
The University of Akron 1968 — 1972
Master of Arts (MA), Mass Communication/Media Studies
Daniel L. Rohr, CFP®'s Merrill Lynch Experience January 2006 - September 2013
Job Ameriprise Financial, Inc.
Industry Financial Services
Experience
Merrill Lynch January 2006 - September 2013
Skills
Series 7, Series 63, Series 65, Certified Financial..., Wealth Management, Securities, FINRA, Uniform Combined State..., Asset Allocation, Retirement Planning
Education
The University of Akron
Bachelor of Science (BS), Accounting
The University of Akron
Bachelor of Science (BS), Finance
Merrill Lynch January 2006 - September 2013
Skills
Series 7, Series 63, Series 65, Certified Financial..., Wealth Management, Securities, FINRA, Uniform Combined State..., Asset Allocation, Retirement Planning
Education
The University of Akron
Bachelor of Science (BS), Accounting
The University of Akron
Bachelor of Science (BS), Finance
Katie Leaventon's Merrill Lynch Experience January 1991 - November 1996
Job Accounting Manager at Health Management Solutions
Industry Hospital & Health Care
Experience
Health Management Solutions March 2008 - Present
Gymboree Play & Music February 2004 - May 2005
Broadway Kennels February 2000 - November 2004
Pension & Benefit Administrators February 1997 - May 2000
Merrill Lynch January 1991 - November 1996
Pick's Boathouse June 1986 - August 1993
Skills
Process Improvement, Financial Reporting, Hospitals, Healthcare Management
Education
Case Western Reserve University - Weatherhead School of Management 2004 — 2006
Master of Business Administration (MBA), Finance, General
The University of Akron 1989 — 1994
Bachelor's degree, Accounting
The University of Akron 1989 — 1994
Bachelor of Arts (B.A.), Finance, General
Health Management Solutions March 2008 - Present
Gymboree Play & Music February 2004 - May 2005
Broadway Kennels February 2000 - November 2004
Pension & Benefit Administrators February 1997 - May 2000
Merrill Lynch January 1991 - November 1996
Pick's Boathouse June 1986 - August 1993
Skills
Process Improvement, Financial Reporting, Hospitals, Healthcare Management
Education
Case Western Reserve University - Weatherhead School of Management 2004 — 2006
Master of Business Administration (MBA), Finance, General
The University of Akron 1989 — 1994
Bachelor's degree, Accounting
The University of Akron 1989 — 1994
Bachelor of Arts (B.A.), Finance, General
Ken McIntosh's Merrill Lynch Experience December 2000 - Present
Job financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2000 - Present
St. Peter's Hospital January 1991 - December 2000
Education
The Sage Colleges - Russell Sage College
Master of Science (M.S.)
Wayne State University
Bachelor of Science (B.S.)
Merrill Lynch December 2000 - Present
St. Peter's Hospital January 1991 - December 2000
Education
The Sage Colleges - Russell Sage College
Master of Science (M.S.)
Wayne State University
Bachelor of Science (B.S.)
Vinayak (Vin) Morada's Merrill Lynch Experience July 2012 - February 2015
Job
Industry Financial Services
Experience
Merrill Lynch July 2012 - February 2015
Microsoft October 2007 - April 2010
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA)
The University of British Columbia 2002 — 2007
Bachelor of Applied Science (BASc)
Merrill Lynch July 2012 - February 2015
Microsoft October 2007 - April 2010
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA)
The University of British Columbia 2002 — 2007
Bachelor of Applied Science (BASc)
William Dinan's Merrill Lynch Experience July 2013 - February 2015
Job Operations Analyst Markets at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch February 2015 - Present
Merrill Lynch July 2013 - February 2015
The BARBRI Group October 2011 - April 2014
U.S. Securities and Exchange Commission June 2012 - August 2012
Morgan Keegan & Co., Inc. July 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Legal Research, Legal Writing, Leadership, Teamwork, Data Entry, Analysis, Relationship Building, Team Leadership
Education
The University of Alabama School of Law 2011 — 2014
Doctor of Law (J.D.), International Business, Trade, and Tax Law
University of Alabama 2007 — 2011
Bachelor of Science (BS), International Finance
Bank of America Merrill Lynch February 2015 - Present
Merrill Lynch July 2013 - February 2015
The BARBRI Group October 2011 - April 2014
U.S. Securities and Exchange Commission June 2012 - August 2012
Morgan Keegan & Co., Inc. July 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Legal Research, Legal Writing, Leadership, Teamwork, Data Entry, Analysis, Relationship Building, Team Leadership
Education
The University of Alabama School of Law 2011 — 2014
Doctor of Law (J.D.), International Business, Trade, and Tax Law
University of Alabama 2007 — 2011
Bachelor of Science (BS), International Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank