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
BNY Mellon September 2009 - Present
AllianceBernstein September 2004 - August 2009
Merrill Lynch March 1999 - March 2004
Education
Smith College
AB, Economics
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance and Marketing
PAX Labs, Inc. October 2014 - Present
Stanford University September 2012 - June 2014
National Planning Commission (Ministry of the Presidency) June 2013 - August 2013
PwC Consulting June 2012 - July 2012
PwC Consulting November 2010 - June 2012
Diamond Management & Technology Consultants October 2009 - November 2010
JP Morgan July 2008 - September 2009
Decorum Capital Partners May 2007 - July 2007
National Securities May 2006 - July 2006
Merrill Lynch May 2005 - July 2005
Skills
Business Intelligence, Portfolio Management, Social Media, Market Analysis, Public Policy, Policy Analysis, Photography, Program Management, Business Development, Economics, Management, Visual Thinking, Emotional Intelligence, Speech Writing, Health Care Reform, Regulatory Analysis, Governance, Management Consulting, Leadership, Policy, Data Analysis, Strategic Negotiations, Strategy, Consulting, Start-ups
Education
Stanford University 2012 — 2014
Master's degree, International Policy Studies
University of Pennsylvania 2004 — 2008
BA, Politics, Philosophy & Economics
The University of Edinburgh 2006 — 2006
BA, Economics
University of the Witwatersrand 2004 — 2004
BComm
Greenwich Associates June 2013 - Present
The RiseUP Group, Inc. October 2012 - Present
Ultra Pure, LLC February 2012 - June 2013
J.P. Morgan August 2011 - January 2012
Merrill Lynch June 2010 - August 2010
Skills
Capital Markets, Market Research, Fixed Income, Analysis, Teamwork, Problem Solving, Microsoft Excel, Bloomberg, Forecasting, Strategic Planning, Business Development, Marketing Strategy, Consulting, Collateral Management
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Finance & Political Science
Canterbury School 2005 — 2007
North American Composites November 2005 - Present
Citibank N.A. October 2003 - October 2005
Merrill Lynch March 2001 - August 2003
Cook Composites and Polymers (CCP) December 1996 - January 2001
Neste Polyester, Inc. December 1989 - December 1996
Skills
Microsoft Office, Microsoft Excel, Public Speaking, English, PowerPoint, Microsoft Word, Outlook, Customer Service, Teaching, Manufacturing, Sales Operations, Sales, Negotiation, New Business Development, Contract Negotiation, Marketing Strategy, Sales Management, Strategic Planning, Team Building
Education
University of Arkansas at Fayetteville 1985 — 1987
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.5 GPA
The University of Dallas 1982 — 1984
August Capital 2010 - Present
Continental Investors 2006 - 2010
Provide Commerce 2005 - 2006
Merrill Lynch 2001 - 2004
IKANO Communications, Inc. 2000 - 2001
Authorize.Net 1999 - 2000
Einstein Noah Bagels Corp 1995 - 1999
Merrill Lynch 1989 - 1995
Skills
Private Equity, Valuation, Venture Capital, Investment Banking, Investments, Corporate Development, Trading, Management, Mergers, Mergers & Acquisitions, LBO, Entrepreneurship
Education
University of Chicago Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Economics
Ingredion Incorporated December 2012 - Present
TMK IPSCO June 2011 - December 2012
Johnson & Johnson June 2010 - June 2011
Johnson & Johnson May 2009 - June 2010
LineDrive Unlimted May 2007 - September 2008
Merrill Lynch May 2007 - September 2007
Skills
New Business Development, Product Development, Demand Forecasting, Profit Maximization, Strategic Planning, Marketing Strategy, Business Strategy, Leadership, Business Intelligence..., Statistical Tools, Excel, Strategic Financial..., Budgeting, Forecasting, P&L, Balance Sheet
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2005 — 2009
BS, Finance
University College Dublin 2008 — 2008
Commerce
Bobbi Brown Cosmetics June 2015 - Present
Bobbi Brown Cosmetics July 2013 - June 2015
Bobbi Brown Cosmetics March 2010 - July 2013
The Estée Lauder Companies Inc. August 2008 - March 2010
Merrill Lynch September 2006 - August 2008
PIMCO August 2000 - August 2004
Skills
Competitive Analysis, International Marketing, Marketing Strategy, Strategic Planning, Financial Modeling, Strategic Thinking, Brand Development, Cross-functional Team..., Luxury, Beauty Industry, Merchandising, Brand Management, Business Strategy, Retail, Luxury Goods, Consumer Products, Cosmetics
Education
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
Protiviti October 2012 - Present
Iplay August 2011 - October 2012
University of Connecticut September 2007 - September 2011
University of Connecticut September 2008 - May 2011
Strictly Accounting April 2009 - August 2010
Merrill Lynch June 2008 - August 2008
Stamford Family Practice March 2006 - May 2007
Skills
Financial Modeling, Business Intelligence, Analysis, Accounting, Forecasting, Management, Microsoft Excel, Data Analysis, Budgets, Financial Analysis, Accounts Payable, Leadership, Business Strategy, Business Process..., Process Improvement, Business Development, Business Planning, Management Consulting, Strategy, Finance, Microsoft Office, PowerPoint
Education
The University of Connecticut School of Business 2007 — 2011
Accenture February 2014 - November 2014
Accenture May 2013 - January 2014
Accenture July 2012 - March 2013
Accenture June 2011 - June 2012
Merrill Lynch June 2010 - May 2011
Ayuntamiento de Montejo June 2009 - August 2009
Skills
Financial Analysis, PowerPoint, Excel, Project Management, Spanish, Change Management, Mergers & Acquisitions, Business Analysis, Data Analysis, Process Improvement, Analysis, Program Management, Human Resources, Microsoft Office, Management Consulting, Team Leadership, Salesforce.com..., Marketing, Business Development, Market Research, Management, Project Planning, Salesforce.com, Integration, Business Process, Microsoft Excel, CRM, Leadership, Business Process..., Strategy, Customer Service
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science in Business, Management, International Business
Universidad de Alicante 2010 — 2010
Staples High School 2004 — 2007
Robin Technologies, Inc. April 2015 - Present
Beaird Harris Wealth Management, Inc. May 2014 - April 2015
EquityMetrix, LLC May 2013 - May 2014
Merrill Lynch March 2012 - June 2013
Affiliations Alpha Delta Gamma January 2012 - May 2013
Todd Tiahrt, Senatorial Campaign November 2009 - January 2010
Skills
Management, Microsoft Office, Leadership, Market Research, Team Leadership, Analytic Thinking, Client Relations Skills, Editing, Outlook, Writing, Morningstar Direct, iRebal, Microsoft Excel
Education
The University of Dallas 2009 — 2013
Bachelor's degree, Economics and Finance, 3.5
Merrill Lynch January 2012 - Present
Fidelity Investments September 1999 - January 2012
Skills
Series 7
Education
The University of Dallas
MBA, Corporate Finance
University of Texas at Tyler
BAAS, Technology Management
Wells Fargo Advisors, LLC March 2011 - Present
Merrill Lynch March 1994 - April 2011
University of Connecticut January 2006 - May 2008
United Engineers June 1990 - October 1992
Interactive Data Corporation March 1985 - May 1990
AYCO American Express September 1984 - January 1985
Bell Laboratories 1982 - 1984
Skills
Financial Analysis, Variable Annuities, 401k Rollovers, 401k, Securities, Wealth Management, tax-efficient Strategies, Risk Management, Retirement Planning, Investments, Financial Services
Education
University of Connecticut 1988 — 1995
MBA, Marketing
University of Connecticut 1978 — 1982
BS, Finance
The University of Connecticut School of Business 1978 — 1982
BS Finance, Finance
University of Rochester 1976 — 1977
None, Engineering
University of Utah 2005 - Present
HedgeStreet 2005 - 2007
Merrill Lynch 1999 - 2001
UBS 1996 - 1999
Chase Manhattan 1994 - 1996
Merrill Lynch 1992 - 1994
Nomura 1990 - 1992
J.P. Morgan 1989 - 1990
Skills
Equities, Capital Markets, Investments, Risk Management, Derivatives, Options, Hedge Funds, Fixed Income, Quantitative Finance, Valuation, Financial Modeling, Finance, Market Risk, Trading, Economics, Quantitative Analytics, Equity Derivatives, Econometrics, Corporate Finance, Investment Banking, Statistics, Financial Analysis, Portfolio Management
Education
The University of Connecticut School of Business 2000 — 2001
PhD, Finance
University of Pennsylvania - The Wharton School 1987 — 1990
MA, ABD, Finance
The University of Connecticut School of Business 1985 — 1987
MBA
Universiteit van Tilburg 1984 — 1985
European Union Economics & Law Certificate
Clarion Partners LLC March 2015 - Present
Clarion Partners LLC April 2013 - March 2015
LaSalle Investment Management June 2008 - March 2013
LaSalle Investment Management 2006 - 2008
Merrill Lynch 2004 - 2006
Skills
Strategic Planning, Asset Management, Asset Managment, Equities, Disposition, Real Estate Economics, Financial Modeling, Corporate Real Estate, Investment Properties, Real Estate, Due Diligence, Strategy, Corporate Finance, Real Estate Transactions, Investment Banking, Acquisitions, Investments, Valuation, Private Equity, Capital Markets, Commercial Real Estate, Portfolio Management, Real Estate Development, Mergers & Acquisitions, Real Estate Private..., Investment Management, Alternative Investments, Financial Analysis, Finance, Risk Management, Leases
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance and Accounting
United States Military Academy at West Point 1993 — 1997
BS, Economics
PwC 2008 - Present
PwC 2003 - 2008
Merrill Lynch 1999 - 2003
Price Waterhouse LLP 1994 - 1997
Skills
Finance, Banking, Capital Markets, Credit, Valuation, Financial Services, Investment Banking, Mortgage Lending, Auditing, Accounting, Analysis, Mortgage Banking, Securitization, Consulting, Financial Analysis
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (MBA) with Honors, Finance, General
University of Virginia
Bachelor of Science (BS) with Honors, Accounting
Geneva!
The Valerie Fund 2003 - Present
Chase Government Securities Trading March 1994 - September 1996
UBS June 1992 - March 1994
Donaldson, Lufkin & Jenrette June 1990 - June 1992
Merrill Lynch 1982 - 1990
CBS - Columbia House 1977 - 1980
CBS - Columbia House 1977 - 1980
Skills
Volunteer Management, Nonprofits, Event Planning, Fundraising, Raiser's Edge, Event Management, Philanthropy, Press Releases, Prospect Research, Grant Writing, Public Relations, Grants, Board Development, Facebook, Social Media, Program Development, Non-profit..., Social Media Marketing, Editing, Public Speaking, Finance, Leadership
Education
University of Chicago Graduate School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1973 — 1977
Bachelor of Science (B.S.), Economics
Pfizer June 2015 - August 2015
L.E.K. Consulting September 2010 - July 2014
University of Michigan January 2008 - April 2010
Sterling Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Problem Solving, Business Strategy, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Private Equity, Data Analysis, Management Consulting, Competitive Analysis, Economics, Market Research, Quantitative Analytics, Mergers, Strategic Consulting, Venture Capital, Mergers & Acquisitions, Corporate Development, Strategy, Analytics, Market Analysis, Market Entry, Spanish Translation
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Gulliver 2002 — 2006
International Baccalaureate
B.L. Murden Inc. May 2014 - Present
Private August 2012 - Present
MGI, Inc. March 2012 - July 2012
McKesson October 2011 - March 2012
Trinity Industries March 2011 - October 2011
Simply 2.0 Communications April 2009 - October 2011
BMC Software May 2008 - December 2008
Wachovia January 2007 - August 2008
Merrill Lynch May 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Process Improvement, Forecasting, Finance, Budgets, Accounting, Strategic Financial..., Risk Management, Analysis, Leadership, Management, Business Strategy, Strategy, Project Management, Managerial Finance, Internal Controls, Cash Flow, Sarbanes-Oxley Act, Project Planning, Investments, Insurance, Auditing, Banking, New Business Development
Education
The University of Dallas 2012 — 2015
Master of Science (M.S.) in Accounting, Banking, Corporate, Finance, Securities Law, Accounting, 3.9 GPA
University of Houston 2003 — 2008
Bachelors, International Business
Citi 2013 - 2014
Citi 2009 - 2013
Merrill Lynch 2008 - 2008
Skills
Investment Banking, Mergers & Acquisitions, Project Management, Corporate Finance, Leveraged Finance, IPO, High Yield, Convertible Bonds, Separation, Financial Modeling, Valuation, Cross-border M&A, Teaching, Recruiting
Education
The University of Chicago Booth School of Business 2014 — 2016
Universität Mannheim 2005 — 2010
Master of Science (MSc), Business Management
York University - Schulich School of Business 2007 — 2008
MBA Exchange Program
Spinnaker Capital Advisors, LLC August 2004 - Present
Desilva+Phillips LLC June 2014 - September 2015
Cobbcorp, LLC April 2005 - June 2011
Deutsche Bank March 1999 - January 2004
Merrill Lynch March 1994 - March 1999
Salomon Brothers Inc July 1989 - March 1994
Arthur Andersen & Co. June 1985 - August 1988
Skills
Private Equity, Valuation, Corporate Development, Mergers, Investment Banking, Corporate Finance, Venture Capital, Due Diligence, Restructuring, Investments, Business Strategy, Start-ups, Strategy, Strategic Planning, Business Planning, Finance, Digital Media, Strategic Partnerships, Credit, Marketing Strategy
Education
The University of Chicago - Booth School of Business 1988 — 1990
Master of Business Administration (MBA), Finance/Accounting
University of Maryland College Park 1980 — 1984
Bachelor's degree, Finance/Management Science & Statistics
BMO Harris Financial Advisors August 2010 - Present
Merrill Lynch June 1999 - August 2010
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Retirement, Securities
Education
The University of Dallas 1995 — 1999
BA, Economics
Strake Jesuit
Merrill Lynch October 2014 - Present
DLT Solutions July 2013 - October 2014
Angler Environmental May 2010 - July 2013
The Old Brogue 2005 - 2010
Kodiak salmon fishing June 2008 - September 2008
Skills
Environmental Awareness, Environmental Consulting, Environmental Permitting, Leadership, PowerPoint, Research, Policy, Microsoft Excel, Community Outreach
Education
The University of Dallas 2006 — 2010
Bachelor's degree, Biology
The Heights School 1995 — 2005
High School Diploma
Advisor Unlimited December 2008 - December 2008
Merrill Lynch January 2008 - May 2008
Skills
Series 7, Retirement Planning, Investments, Equities, Wealth Management, Excel, Financial Planning, Portfolio Management, Fixed Income, Securities, Derivatives, Mutual Funds, Asset Management, Retirement, Series 63, Word, Financial Analysis, Investment Advisory, Microsoft Office, Asset Allocation, Microsoft Excel, Microsoft Word, Investment Strategies, Alternative Investments
Education
The University of Dallas 1993 — 1997
Master of Business Administration (M.B.A.), Banking and Financial Support Services, 3.5
UBS Wealth Management April 2009 - Present
Merrill Lynch September 2005 - April 2009
Prudential Investments May 2000 - September 2005
Education
The University of Connecticut School of Business
MBA, Finance
University of Maryland College Park
B.S., Engineering
University of Chicago Booth School of Business September 2014 - Present
Aria Partners LLC. April 2011 - July 2014
Kirkland Messina 2011 - 2014
Warner Bros. Entertainment Group of Companies June 2010 - September 2010
Great American Group June 2010 - September 2010
Merrill Lynch July 2009 - September 2009
Skills
Financial Modeling, Forecasting, Valuation, Analysis, Finance, Mergers & Acquisitions, Strategic Financial..., Corporate Finance, Microsoft Excel, Data Analysis, Microsoft Office
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Business Economics
UBS Wealth Management June 2015 - Present
National Australia Bank November 2012 - September 2014
Credit Suisse April 2008 - December 2011
Merrill Lynch August 1996 - January 2008
DIANON Systems, Inc. August 1991 - September 1994
US Army September 1989 - July 1991
Skills
Private Placements, Finance, Structured Finance, Investment Banking, Leadership, Financial Modeling, Capital Markets, Investments, Private Equity, Fixed Income, Equities, Corporate Finance, Asset Management, Valuation
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 1984 — 1988
Bachelor of Science (BS), French Studies
GE Lighting September 2013 - Present
GE Lighting April 2012 - August 2013
GE Transportation October 2010 - March 2012
GE Transportation April 2007 - September 2010
Ford Motor Company June 1999 - April 2007
Merrill Lynch October 1998 - April 1999
FSB International Bank PLC 1993 - 1995
British Airways 1992 - 1993
Skills
Forecasting, Cross-functional Team..., Budgets, Finance, Hyperion Enterprise, Management, Analysis, Lean Manufacturing, Financial Audits, Continuous Improvement, Competitive Analysis, Supply Chain, Process Improvement, Leadership, Accounting, Variance Analysis, Procurement, Project Planning
Education
Columbia University, School of International Affairs (SIPA) 1997 — 1999
Masters, International Affairs - PEPM
The University of Connecticut School of Business 1995 — 1997
MBA, Technology Management
University of Lagos 1988 — 1992
B.Sc, Accounting
Smashwords.com August 2013 - Present
Get THAT Job April 1999 - Present
Freelance April 1999 - January 2013
City of Jacksonville Florida May 2011 - July 2011
First Union National Bank July 1998 - April 1999
Barnett Bank June 1997 - July 1998
Merrill Lynch August 1995 - June 1997
Prudential Financial March 1969 - December 1991
U. S. Army - Army Security Agency - Special Projects Unit June 1957 - June 1960
Skills
Business Analysis, Software Project..., Systems Analysis, Access, Microsoft Office, Word, Problem Solving, Customer Service, Excel, PowerPoint, MS Project, Creative Problem Solving, Interviewing, Writing, Public Speaking, Resume Writing, Training & Development, Microsoft Office 2007, COBOL, Visual Basic, C, Fortran, Basic, Marketing, Interviews, Team Building, Project Management, Published Author, Leadership Development, Management, Coaching, Supervisory Skills, Time Management, Team Leadership, Employee Benefits, Databases
Education
The University of Connecticut School of Business
MBA Courses, Business
University of Michigan
BA, Education, Mathematics, English
Deloitte & Touche LLP August 2010 - Present
Deloitte August 2007 - August 2010
Deloitte August 2004 - August 2007
Deloitte October 2002 - August 2004
Arthur Andersen & Co. June 2001 - August 2001
Merrill Lynch June 2000 - July 2000
Retail Brand Alliance June 1999 - August 1999
Skills
Accounting, SEC filings, Consolidation, Auditing, Corporate Tax, Process Improvement, IT Audit, Retail, Internal Controls, Revenue Recognition, Tax Accounting, Financial Analysis, GAAP, CPA, Sarbanes-Oxley Act, Financial Modeling, External Audit, Enterprise Risk..., Big 4, Due Diligence, US GAAP, Financial Accounting, IFRS, Financial Reporting, Sarbanes-Oxley, Mergers & Acquisitions, Financial Audits, Internal Audit, Management Consulting, International Tax, Tax, Business Process...
Education
The University of Connecticut School of Business 1998 — 2002
BS & MS, Accounting
Suffield High School 1994 — 1998
Arbor Realty Trust July 2008 - Present
Merrill Lynch July 2004 - January 2008
Deutsche Bank September 1999 - July 2004
Parallel Capital July 1996 - August 1999
Aetna Life & Casualty June 1994 - April 1996
GE Capital January 1992 - June 1994
Von Kohorn & Assoc. December 1987 - January 1992
Commonwealth Mortgage Company 1983 - 1985
Skills
CMBS, Securitization, Financial Structuring, Valuation, Mezzanine, Capital Markets, Investments, Portfolio Management, Financial Modeling, Due Diligence, CDO, Loan Origination, Loans, Equities, Commercial Real Estate, Credit, Commercial Mortgages, Real Estate, Underwriting, Funding, Real Estate Financing, Structured Finance, Asset Management
Education
The University of Connecticut School of Business 1985 — 1987
Master of Business Administration (MBA), Real Estate Finance
University of New Haven 1978 — 1983
BA, International Business
1977 — 1978
NA, Economics
Capital Edge Advisors LLC May 2015 - Present
BNP Paribas July 2010 - November 2014
Citi February 2006 - August 2008
Keystone Capital Management, LLC July 2004 - February 2006
Merrill Lynch May 2002 - June 2004
Skills
Capital Markets, Portfolio Management, Fixed Income, Financial Modeling, Derivatives, Equities, Credit, Credit Risk, Asset Management, Trading, Investments, Hedge Funds, Financial Markets, Financial Analysis
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA with Honors, Concentrations: Analytic Finance and Econometrics & Statistics
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.), Economics
PwC September 2015 - Present
PwC June 2014 - August 2014
Merrill Lynch May 2013 - January 2014
University of Connecticut June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish, PowerPoint, Customer Oriented, Leadership, Accounting, Time Management, Customer Service, Teamwork, Public Speaking
Education
The University of Connecticut School of Business 2011 — 2015
Bachelor of Science (BS), Accounting
Agamya Capital LLC September 2015 - Present
University of Chicago Booth School of Business September 2014 - Present
Microsoft June 2015 - September 2015
Deloitte February 2013 - September 2014
VinConnect Inc. September 2011 - August 2014
Terroir Consulting, LLC August 2011 - December 2013
Accenture November 2010 - February 2013
La Cave Warehouse June 2009 - October 2010
La Cave Warehouse May 2008 - May 2009
Merrill Lynch February 2008 - May 2008
Skills
Financial Analysis, Strategic Planning, Project Management, Analysis, Microsoft Office, Management Consulting, Leadership, Risk Management, Inventory Management, Finance, Financial Modeling, Valuation, Market Research, Wine, Wine Lists, Inventory Analysis, Inventory Valuation, Marketing, CRM, Start-ups, Business Development, Sales, Retail, Strategy, Management, Consulting, Entrepreneurship, Business Strategy, Marketing Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Dallas
Bachelor of Arts
Citi July 2011 - Present
Barnum Financial Group June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Sauvigne & Co., LLP 2009 - 2009
Skills
Wealth Management, Credit Analysis, Auditing, Financial Services, Investments, Financial Analysis, Commercial Banking, Financial Modeling, Finance
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Finance
Ansonia High School 2003 — 2007
Morton Wealth Management July 2013 - Present
Level Four Advisory Services, LLC July 2013 - Present
First Financial Equity Corporation February 2007 - June 2013
Merrill Lynch 2001 - 2007
Leapnet 1999 - 2001
Pegasus Solutions 1996 - 1999
Skills
Mutual Funds, Alternative Investments, Series 63, Investments, Investment Advisory, Retirement Planning, Portfolio Management, Wealth Management, Tax, Retirement, Strategic Financial..., Estate Planning, Series 7
Education
The University of Dallas 1984 — 1986
MBA, MIS, Business
The University of Texas at Austin 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Morgan Stanley June 2014 - Present
Legg Mason June 2013 - December 2013
Bank of America May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Citi May 2010 - August 2010
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Finance, Major GPA: 4.0/4.0
Merrill Lynch May 2015 - Present
FactSet June 2015 - August 2015
Stamford Yacht Club June 2012 - August 2015
University of Connecticut August 2014 - May 2015
Xerox June 2011 - January 2012
Education
The University of Connecticut School of Business 2012 — 2016
Bachelor’s Degree, Finance, Cumulative GPA: 3.3/4.0 Business GPA: 3.6/4.0
Indeed.com February 2015 - Present
Indeed.com June 2014 - Present
Her Campus September 2012 - May 2014
SHRM September 2012 - May 2014
University of Connecticut August 2013 - December 2013
Target June 2013 - August 2013
Merrill Lynch June 2012 - May 2013
Iemmello Construction & Landscaping June 2011 - August 2011
Dussmann Service June 2010 - August 2010
Skills
Access, Marketing, Research, Payroll, Accounts Receivable, Accounts Payable, PowerPoint, Microsoft Excel, Microsoft Word, Management, Interviews, Time Management, Social Networking
Education
The University of Connecticut School of Business 2011 — 2014
Bachelor's Degree, Business Management, Honors
BofA Merrill Lynch August 2013 - Present
Merrill Lynch June 2012 - August 2012
Abacus Real Estate January 2011 - June 2011
Abacus Capital June 2007 - December 2010
Skills
Mergers & Acquisitions, Corporate Development, Private Equity, Venture Capital, Financial Modeling, Business Strategy, Valuation, LBO, Corporate Finance, Investment Banking, Emerging Markets, Financial Analysis, Capital Markets, Equity Valuation, Project Management, Innovation, Strategic Planning, Investor Relations, Investor Reporting, Strategy, Asset Management, Fundraising
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
SDA Bocconi School of Management
Exchange Program Fall 2012
Universidad de Los Andes 2002 — 2007
Bsc Industrial Engineering, Finance and Organizations
UBS Financial Services Inc. 2012 - Present
Merrill Lynch 1993 - 2012
Center for Strategic and International Studies 1991 - 1993
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Program (CIMA®)
The University of Chicago Booth School of Business
Certified Private Wealth Advisor (CPWA®)
University of Iowa
Bachelor of Business Administration (BBA), Finance
Merrill Lynch 1990 - 2011
Education
The University of Chicago - Booth School of Business 1986 — 1989
MBA, Finance and marketing
Rivet Capital Partners March 2015 - Present
Chevron September 2012 - March 2015
Chevron June 2011 - August 2011
Lazard Freres & Co. 2008 - 2010
Merrill Lynch 2007 - 2008
Deloitte 2005 - 2007
Skills
CPA, Strategy, Finance, Business Development, Competitive Analysis, Analytics, Energy, Entrepreneurship, Cross-functional Team..., Strategic Consulting, Business Analysis, Start-ups, Strategic Planning, Market Research, Analysis, Forecasting, Consulting, Financial Reporting, Market Analysis, Bloomberg, Organizational Design, Accounting, Marketing Strategy, Experimental Design
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, General Management and Finance
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2005
Professional Program in Accounting
IBM August 2013 - Present
Federal Reserve Bank July 2010 - August 2013
American Express June 2009 - August 2009
Merrill Lynch July 2006 - August 2008
Deutsche Bank July 2005 - June 2006
Deutsche Bank August 2004 - June 2005
Skills
Bloomberg, Equities, Market Risk, Financial Risk, Fixed Income, Derivatives, Capital Markets, Investment Banking, Securities, Banking, Risk Management, Credit, Trading, Finance, Strategy, Financial Modeling
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Economics, Accounting
Wellesley College 2000 — 2004
BA, Math, Computer Science
Arlington High School 1996 — 2000
Franklin Templeton Investments June 2011 - Present
Industrial Growth Partners August 2008 - July 2010
Thomas Weisel Partners April 2006 - June 2008
Merrill Lynch 2005 - 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
University of Michigan 2001 — 2005
BA, Economics
St. Xavier High School 1997 — 2001
Self Employed June 2014 - August 2015
FactSet Research Systems April 2012 - June 2014
Merrill Lynch July 2011 - August 2011
McDonald's Corporation May 2009 - January 2010
Avon Math Reading and Writing Center September 2005 - January 2009
Skills
Microsoft Excel, Microsoft Office, Excel, Microsoft SQL Server, Data Analysis, VBA, Databases, Business Analysis, Holidays, Analysis, HTML, SQL, Online Poker, Linux, Access, Foreign Exchange, Problem Solving, Stock Market, Technical Analysis, Risk Management, Tournament poker, PowerPoint, Microsoft Word
Education
The University of Connecticut School of Business 2008 — 2012
BS, MIS, 3.24
Wentworth Planning Group November 2013 - Present
Merrill Lynch August 2009 - November 2013
UBS October 2000 - August 2009
AG Edwards & Sons June 1995 - October 2000
IBM August 1982 - September 1995
Skills
Certified Divorce..., Divorce Planning, Strategic Financial..., Estate Planning, Retirement, Risk Management, Wealth Management, Investments, Retirement Planning, IRAs, Insurance, Certified Financial..., Team Building, Financial Advisory, Finance, Financial Services
Education
The University of Connecticut School of Business 1980 — 1981
MBA, Finance
University of Maryland College Park 1975 — 1977
Bachelor of Science, Finance and Marketing
Syracuse University 1973 — 1975
Finance
Breeze June 2015 - Present
PwC Consulting August 2012 - June 2015
PwC Consulting June 2011 - August 2011
Yale University May 2010 - August 2010
Merrill Lynch January 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Access, Data Analysis, Microsoft Word, Microsoft Office, Finance, Customer Service, Account Reconciliation, Real Estate, Management
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Accounting
Merrill Lynch May 2015 - Present
Abis Japanese Restaurant May 2013 - Present
Greenwich Hospital Thrift Shop May 2011 - September 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Research, Training, Process Improvement, Customer Service, Teamwork, Time Management, Public Speaking, Communication
Education
The University of Connecticut School of Business 2014 — 2017
Finance, Junior
Saint Joseph’s College Indiana 2012 — 2013
Bachelor of Science, Business Administration
Moody's Investors Service February 2015 - Present
GE Capital September 2013 - January 2015
GE Capital January 2013 - August 2013
Merrill Lynch May 2012 - August 2012
United Development Funding January 2012 - May 2012
Skills
Social Media, Market Research, Event Management, Economics, Analysis, Corporate Budgeting, Leadership, Social Media Marketing, Public Speaking, Finance, Time Management, Editing, Financial Analysis, Event Planning, Blogging, Sales, Budgets, PowerPoint, Research, Facebook, Microsoft Excel, Business Development, Social Networking, Data Analysis, Nonprofits, Teamwork, Microsoft Word, Operations Management
Education
The University of Dallas 2009 — 2013
Economics & Finance, Business Concentration
East Greenwich High School 2005 — 2009
High School Diploma
Travelers May 2012 - Present
UCONN Office of Early College Experience May 2011 - May 2012
Merrill Lynch September 2010 - April 2011
Skills
Insurance, Data Analysis, Analysis, Public Speaking, Requirements Gathering, Investment Management, Project Management, Leadership, Financial Analysis, Microsoft Excel
Education
The University of Connecticut School of Business 2008 — 2011
Bachelor of Science, Finance
The Cooperative Bank of Cape Cod August 2013 - Present
TD January 2013 - August 2013
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Social Media, Customer Service, Microsoft Word, Social Media Marketing, Social Networking, Marketing, Time Management, Public Speaking, Facebook
Education
University of Massachusetts, Amherst 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
The University of Connecticut School of Business 2008 — 2009
Isenberg School of Management
BBA, Marketing
Merrill Lynch March 2015 - Present
First Republic Private Wealth Management June 2014 - March 2015
Luminous Capital June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Financial Analysis, Investments, Data Analysis, Finance, Financial Reporting, Risk Management, Financial Modeling, Financial Accounting, Valuation, Bloomberg Terminal, Investment Management, Outlook, Wealth Management, Portfolio Management
Education
The University of Connecticut School of Business 2012 — 2014
B.S of Science in Business, Finance and Financial Management Services
Norwalk Community College 2010 — 2012
Associate's degree, Insurance and Financial Services
UBS July 2010 - Present
JPMorgan Chase & Co. May 2008 - July 2010
Merrill Lynch December 2003 - May 2008
Education
The University of Dallas
Master of Business Administration (MBA)
University of Dayton
Bachelor of Electrical Engineering
DC Business Consulting November 2014 - Present
K2 Consultants, Inc. October 2012 - November 2014
NY Jets March 2012 - September 2012
Merrill Lynch August 2011 - March 2012
Skills
Wealth Management, Series 7, Strategic Financial..., Asset Allocation, Financial Analysis, Leadership, Social Media Marketing, Management, Financial Planning, Marketing, Social Media, New Business Development, Marketing Strategy, Customer Service, Microsoft Office, Social Networking, Account Management
Education
The University of Connecticut School of Business 2006 — 2011
Bachelor of Science (BS), Finance, General
St. Paul Catholic High 2002 — 2006
Merrill Lynch May 2015 - Present
Jersey Shore Portfolio Management, LLC May 2014 - August 2014
American Bureau of Shipping May 2013 - August 2013
Pioneer Trading Academy September 2012 - May 2013
Camp All-Star June 2012 - August 2012
Galaxy Gardens March 2010 - June 2012
Skills
Microsoft Office, Project Planning, Investments, Databases, Research, SalesForce, Analysis, Time Management, Management, Business Analysis, Access, Mac OSX, Marketing, Business Planning, Outlook, Analytics, Microsoft Excel, PowerPoint, Microsoft Word, Social Media
Education
The University of Connecticut 2011 — 2015
Bachelor of Science (BS), Finance
The University of Connecticut School of Business 2011 — 2015
Bachelor of Science (BS), Finance, General
UBS September 2014 - Present
Morgan Stanley July 2006 - August 2014
Merrill Lynch April 2000 - June 2006
First Union National Bank March 1999 - March 2000
Deutsche Bank September 1994 - February 1999
Citi February 1987 - August 1994
Skills
Capital Markets, Fixed Income, Securitization, ABS, MBS, Structured Products, Structured Finance, Equities, CDO, Portfolio Management, Bonds, Credit Derivatives, Hedge Funds, Valuation, Investment Banking, Investments, Trading, Derivatives
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, Marketing
The University of Chicago 1978 — 1982
Bachelor's Degree, Economics
handvaerk 2012 - Present
TAP Advisors November 2011 - September 2012
Merrill Lynch September 2005 - June 2011
J.P. Morgan July 2002 - September 2005
Citi April 1998 - June 2000
Banco de Credito del Peru August 1995 - April 1998
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, LBO, Financial Institutions, Management, Capital Markets, Mergers, Private Equity, Business Strategy, Investments, Hedge Funds
Education
The University of Chicago - Booth School of Business
MBA, Finance
BTIG October 2011 - Present
Knight Capital Group November 2002 - August 2011
Merrill Lynch July 1994 - October 2002
Skills
Trading, Equity Trading, Bloomberg, Fidessa
Education
University of Chicago GSB 1993 — 1995
MBA, Finance & Accounting
University of Missouri-Columbia 1986 — 1990
BSBA, Finance & Real Estate, Graduated Summa Cum Laude
T. Rowe Price June 2015 - August 2015
Marquette Partners January 2012 - July 2014
Capital IQ November 2010 - December 2011
Lazard July 2008 - November 2010
GE Commercial Finance May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Sell Side, Financial Modeling, Investment Banking, Bloomberg, Valuation, Mergers, DCF, LBO, Financial Technology, Financial Analysis, Options, Mergers & Acquisitions, Investments, Equities
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Economics
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance
STIFEL July 2015 - Present
Sterne Agee October 2013 - June 2015
Snowden Capital Advisors March 2012 - October 2013
Merrill Lynch March 2007 - January 2012
Prudential Securities/Wachovia/Wells Advisors January 1999 - May 2007
Citi March 1991 - December 1998
Skills
Series 7, Wealth Management, Equities, Investments, Series 63, Investment Management, Bonds, Asset Allocation, Alternative Investments, Securities, Fixed Income, Mutual Funds, Investment Advisory, FINRA, Asset Management, Investment Strategies
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance, General
Goggin's Real Estate March 2013 - Present
Century 21 Pioneer Valley Associates January 2012 - March 2013
Merrill Lynch August 2009 - May 2011
Forest Laboratories November 2005 - July 2009
Skills
Real Estate, Residential, Negotiation, Problem Solving, Contract Negotiation, Market Analysis, Strategic Planning, Short Sales, Market Planning, Marketing Strategy, Investment Properties, Selling, Buying, Leadership, Residential Homes, Sales Operations, Sales, First Time Home Buyers, Customer Service, Investments, Marketing, Property Management
Education
The University of Connecticut School of Business
Bachelor's of Science, Marketing/Program of Sales Excellence
Cresta Advisors December 2013 - Present
AlphaPoint Investment Management September 2011 - December 2013
Merrill Lynch August 2005 - September 2011
BBVA Compass November 2002 - August 2005
Skills
Investment Advisory, Banking, Financial Services, Finance, High Net Worth..., Brokerage, Wealth Management, Investments, Portfolio Management, Equities, Fixed Income, Series 7, Mutual Funds, Asset Management, Securities, Hedge Funds, Capital Markets, Registered Investment...
Education
The University of Chicago Booth School of Business 2015 — 2015
IMCA / Certified Private Wealth Advisor® Program
The University of Texas at Austin 1998 — 2002
Bachelor of Arts (B.A.), Economics
Spring Creek Investment Management November 2014 - Present
AMETEK June 2012 - November 2014
Orbitz Worldwide January 2010 - January 2012
The Dow Chemical Company April 2009 - December 2009
Rohm and Haas July 2005 - April 2009
Merrill Lynch June 2004 - July 2005
Skills
Financial Analysis, Corporate Finance, Analysis, Valuation, Financial Reporting, Strategic Planning, Risk Management, Due Diligence, Corporate Development, Mergers & Acquisitions, Financial Modeling, Finance, SAP R/3, Hyperion HFM, Bloomberg Terminal
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA Class of 2012
Pennsylvania State University, Smeal College of Business, University 2000 — 2004
BS
Fidelity Investments May 2015 - Present
Fidelity Investments May 2011 - April 2015
Fidelity Investments April 2013 - December 2014
Fidelity Investments September 2008 - May 2011
Fidelity Investments March 2007 - August 2008
Fidelity Investments March 2004 - March 2007
WM Financial Services April 2003 - March 2004
Wells Fargo June 2002 - May 2003
Merrill Lynch November 1997 - May 2002
Traildust Steakhouse February 1991 - December 1996
Skills
Financial Services, Sales Management, Team Leadership, Series 7, Leadership Development, Series 65, Series 9, Series 10, Negotiation, Management, Leadership, Investments, Sales, Mutual Funds, Series 63, Risk Management, Process Improvement, Customer Service, Securities, Microsoft Excel
Education
The University of Dallas 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.7
University of North Texas
BBA, Management
T. I. Management February 2005 - Present
California Bank & Trust 2004 - 2005
BB&T September 2002 - April 2004
Merrill Lynch September 1999 - August 2002
Morgan Stanley June 1997 - August 1999
Skills
Private Equity, Asset Managment, Asset Allocation, Real Estate Transactions, Estate Planning, Investments, Banking, Negotiation, Deal Strategy, Portfolio Management, Financial Modeling, Valuation, Finance, Corporate Finance, Venture Capital, Asset Management, Management, Financial Analysis, Due Diligence, Strategy
Education
The University of Chicago - Booth School of Business
MBA
University of Notre Dame
BA
NowSecure Software June 2015 - Present
Morgan Stanley May 2013 - June 2015
Merrill Lynch September 2008 - April 2013
Akoya Capital June 2007 - December 2007
Merrill Lynch May 2005 - May 2007
Accenture 2003 - 2005
Accenture 2003 - 2005
Skills
Private Equity, Valuation, Corporate Finance, Finance, Investment Banking, Financial Analysis, Equities, Financial Modeling, Due Diligence, Investments, Mergers & Acquisitions, Capital Markets, Portfolio Management, Fixed Income
Education
The University of Chicago Booth School of Business 2006 — 2008
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Finance & Economics
PwC July 2015 - Present
PwC June 2014 - June 2015
Bank of America Merrill Lynch July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg, Finance, Financial Modeling, PowerPoint, Valuation, Wealth Management
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science, Finance
GE Capital March 2009 - Present
General Electric Company August 1989 - March 2009
The New York Times Company June 1987 - July 1989
Merrill Lynch May 1985 - June 1987
IBM October 1984 - April 1985
US Air Force July 1983 - April 1984
Skills
Risk Management, Restructuring, Mergers & Acquisitions, Cash Management, Leadership, Treasury, Treasury Management, Management, Financial Services, Financial Modeling, Mergers, Capital Markets, Banking, Funding, Portfolio Management, Finance
Education
The University of Connecticut 2011 — 2015
Instructor of Economics, teaching "Money, Banking and Financial Markets"
Western Connecticut State University 2005 — 2009
MA, History
University of Connecticut 1988 — 1992
MBA, International Finance
University of Connecticut 1979 — 1983
BA, Economics & Political Science
Ridgefield High School 1976 — 1979
college prep
PwC May 2014 - Present
PwC October 2013 - May 2014
Liberty Mutual Insurance August 2012 - October 2013
University of Connecticut May 2011 - May 2012
Merrill Lynch August 2011 - April 2012
Skills
Market Research, Marketing Strategy, Marketing Communications, Marketing Management, Microsoft Office, Access, Event Planning, Event Management, Communication Skills, Insurance, Customer Service, Written & Oral..., Lean Operations
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Palazzo Rucellai 2011 — 2011
International Studies
HSBC Securities (USA), Inc. May 2006 - Present
iStar Financial January 2003 - May 2006
Merrill Lynch 2000 - 2001
Bank of America 1996 - 2000
Skills
Equities, Corporate Finance, Capital Markets, Investment Banking, Fixed Income, Derivatives
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Honors, Finance, Economics
Universidad Catolica Argentina 1992 — 1996
BBA, Finance, Economics
Universidad Catolica Argentina 1991 — 1996
CPA, Accounting, Taxes
UBS Financial Services, Inc. January 2009 - Present
SmithBarney September 1996 - January 2009
Robert F. Kennedy Children's Action Corps 2007 - 2009
Merrill Lynch August 1993 - October 1996
Education
The University of Chicago - Booth School of Business 2010 — 2011
Certified Private Wealth Advisor
University of Pennsylvania - The Wharton School 2005 — 2005
Certified Investment Management Analyst, Executive Program
University of Vermont 1989 — 1993
Finance
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - January 2013
Morgan Stanley August 2006 - December 2009
Automatic Data Processing June 2002 - August 2004
Merrill Lynch June 2000 - June 2002
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance, Entrepreneurship, Accounting
Yale University 1996 — 2000
BA, Economics and Mathematics
Kardinal von Galen Gymnasium (Germany) 1989 — 1996
Abitur
Self Employed 1995 - Present
Merrill Lynch 1993 - 1995
Skills
Investments, Securities, Mutual Funds, Portfolio Management, Series 7, SDLC, ETFs, Finance, Management, Options, Strategic Planning, Financial Services
Education
The University of Dallas 1987 — 1988
MBA, International Management
University of Pune, India 1981 — 1983
Master of Business Administration (M.B.A.)
The Blackstone Group September 2013 - Present
Merrill Lynch April 2006 - August 2013
Merrill Lynch July 1999 - April 2006
Booz Allen Hamilton June 1996 - June 1999
Skills
Hedge Funds, Managed Futures, Equities, Capital Markets, Investment Banking, Private Equity, Asset, Alternative Investments, Series 7, Manager Selection, Fixed Income, ETFs, Asset Allocation, Fund Of Funds, Investment Management, Financial Services, Investments, Asset Management
Education
The University of Chicago Booth School of Business 1995 — 1996
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
BBA, Finance, International Business
University of Michigan 1987 — 1989
BBA, Finance, General
American Express August 2010 - Present
Merrill Lynch August 2006 - July 2009
Verizon 2000 - 2004
Satyam 1999 - 2000
Countrywide Home Loans 1998 - 1999
Skills
Business Strategy, Investments, Management Consulting, Business Development, Venture Capital, Investment Banking, SDLC, Financial Modeling, Start-ups, Product Management, Corporate Finance, Capital Markets, Fixed Income, Due Diligence, Financial Analysis, Competitive Analysis, Mergers, Valuation, Strategic Partnerships, Corporate Development, Strategy, Risk Management, Emerging Markets, Strategic Planning, Business Analysis, Cross-functional Team..., Portfolio Management, Mergers & Acquisitions, Analytics, Private Equity, Equities, Finance
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA
University of Madras 1994 — 1997
MCA
SYNNEX April 2012 - Present
Enphase Energy January 2012 - March 2012
Merrill Lynch September 2007 - September 2011
Merrill Lynch June 2006 - August 2006
Tyco Electronics January 2001 - August 2005
Skills
Financial Modeling
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
University of California, Berkeley 1996 — 2000
BS, Mechanical Engineering
Chicago Pacific Founders February 2014 - Present
Pritzker Group June 2008 - January 2014
RoundTable Healthcare Partners July 2003 - July 2006
Merrill Lynch 2000 - 2003
Education
The University of Chicago 2006 — 2008
MBA, Finance and Accounting
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Finance, Accounting and Entrepreneurship
Merrill Lynch October 2011 - Present
Education
The University of Dallas 1974 — 1976
Morgan Stanley June 2013 - Present
Liminex Consulting Ltd 2013 - 2013
UBS April 2011 - December 2012
JP Morgan February 2008 - May 2011
Merrill Lynch September 2007 - October 2007
J P Morgan July 2004 - July 2007
Skills
T-SQL, Sybase, Java, Multithreading, SQL, JDBC, XML, JMS, JUnit, Unix, Subversion, XSLT, Eclipse, FX Derivatives, FX Options, Agile Methodologies, Spring, Equities, Java Enterprise Edition, Ant
Education
University of Edinburgh 1994 — 1998
Bachelor of Science (BSc), Computer Science
The Seaport Group January 2014 - Present
Commerzbank AG August 2009 - August 2013
Maratan Partners LLC May 2006 - August 2009
Barclays Capital November 2001 - April 2006
WR Hambrecht July 1999 - November 2001
Deutsche Bank August 1995 - May 1998
Merrill Lynch April 1988 - July 1995
Skills
Fixed Income, Hedge Funds, Trading, Capital Markets, Credit, DCM, Derivatives, Investment Banking, Structured Products, Structured Finance, Financial Structuring, Credit Derivatives, Equities, Emerging Markets, Interest Rate..., Swaps, Bonds, Bloomberg, Financial Markets, Alternative Investments, High Yield, FX Options, Securitization, Equity Derivatives, ABS, Market Risk, Trading Systems, CDS, Electronic Trading
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Washington University in St. Louis 1978 — 1981
AB, Economics
Chaminade
Chaminade
The Kresge Foundation March 2009 - Present
Merrill Lynch September 2002 - January 2009
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
University of Notre Dame 1991 — 1995
Breckinridge Capital Advisors November 2003 - Present
Town of Duxbury March 2012 - Present
Municipal Securities Rulemaking Board October 2010 - September 2013
Duxbury Financial Advisory Committee July 2007 - June 2011
Duxbury Finance Committee July 2003 - June 2007
Thomson Financial March 1996 - January 2003
Thomson Reuters 1996 - 2003
Bankers Trust February 1994 - January 1996
Merrill Lynch January 1990 - January 1993
Prudential Insurance January 1986 - January 1990
Skills
Mutual Funds, Municipalities, Fixed Income, Investments, Investment Management, Bonds, Portfolio Management, Bloomberg, Trading, Equities, Asset Allocation, Capital Markets, Securities, Investment Strategies, Financial Modeling, Series 7
Education
The University of Chicago Booth School of Business 1983 — 1985
University of Notre Dame 1977 — 1981
BBS, Accounting
NASDAQ OMX 2011 - Present
Avon Products Inc. 2009 - 2010
International Finance Corporation - World Bank Group 2008 - 2008
Avon Products Inc. 2008 - 2008
Deutsche Bank 2007 - 2007
Deutsche Bank 2004 - 2007
Clarendon Insurance Group 2003 - 2004
Merrill Lynch 2002 - 2003
Skills
Corporate Finance, Capital Markets, Financial Analysis, Financial Modeling, Strategy, Investment Banking, Internal Controls, Mergers & Acquisitions, Risk Management, Valuation, Accounting, New Business Development, Financial Reporting, Due Diligence, Private Equity, Equities, Sarbanes-Oxley Act
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
Wagner College 1998 — 2002
Bachelor
Lazard Freres & Co. 2009 - Present
Merrill Lynch 2008 - 2009
Goldman Sachs 2001 - 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
The University of Chicago 1997 — 2001
BA, Economics
Equity International December 2009 - Present
Decameron All Inclusive Hotels & Resorts May 2014 - Present
Advance Real Estate October 2013 - Present
Terranum Corporate Properties August 2011 - Present
AGV Logística SA October 2012 - January 2014
Madison Dearborn Partners August 2007 - October 2009
Merrill Lynch May 2005 - August 2007
Citigroup 2003 - 2005
PricewaterhouseCoopers 1997 - 2001
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Business
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Business
Southwest Securities, Inc. June 2008 - Present
Merrill Lynch 2002 - 2008
Skills
Investments, Asset Management, Equities, Financial Services, Portfolio Management, Trading, Mutual Funds, Wealth Management
Education
The University of Chicago Booth School of Business 1997 — 1999
University of Illinois at Urbana-Champaign
Lincoln Financial Group May 2010 - Present
Symphonic Marketing, LLC January 2008 - May 2011
The Vanguard Group, Inc. 1999 - 2008
Vanguard 1999 - 2008
MacFarland Research Associates, Inc. April 1989 - March 1999
Merrill Lynch June 1987 - April 1989
Citibank 1987 - 1987
Smith Barney 1984 - 1986
Skills
Marketing Strategy, Marketing Research, Corporate Branding, Marketing Communications, Marketing Operations, Retirement Plan Services, Email Marketing, Product Marketing, Segmentation, Advertising, Pensions, Customer Insight, Integrated Marketing, Brand Architecture, CRM, Brand Development
Education
The University of Connecticut School of Business 1982 — 1985
M.B.A., Marketing
The University of Connecticut School of Business 1977 — 1981
B.S., Marketing
JFW Capital Management, Inc. 2008 - Present
Merrill Lynch 2002 - 2007
GMAC-RFC 1996 - 2002
Skills
Portfolio Management, Capital Markets, MBS, Hedge Funds, Alternative Investments, Series 7, Structured Finance, Trading, Fixed Income, Risk Management, Derivatives, Securities, Asset Management, Options, Valuation, Bonds, Investments, Investment Banking, Equities
Education
The University of Chicago - Booth School of Business 1984 — 1986
Master of Business Administration (MBA)
University of Minnesota-Twin Cities 1980 — 1984
BS, BA, Statistics, Economics
Orbitz Worldwide September 2014 - Present
Orbitz Worldwide June 2013 - September 2014
Orbitz Worldwide March 2012 - June 2013
Orbitz Worldwide August 2010 - March 2012
Bank of America Merrill Lynch January 2009 - August 2010
Merrill Lynch July 2005 - January 2009
Skills
Analytics, Strategy, Financial Modeling, Competitive Analysis, Business Analysis, Financial Analysis, Market Research
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2001 — 2005
B.A., Finance, Chemistry
Elementum Advisors, LLC December 2009 - Present
Stark Investments September 2005 - December 2009
Cochran, Caronia & Co. June 2003 - September 2005
Aon May 1999 - June 2001
Merrill Lynch October 1997 - May 1999
Northern Trust Company July 1996 - October 1997
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting, Strategic Management
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science (BS), Finance
Merrill Lynch 2004 - Present
Skills
Alternative Investments, Investments, Private Banking, Investment Advisory, Equities, Asset Managment, Portfolio Management, Wealth Management, Asset Management, Investment Management, Asset Allocation, Securities, Trading Systems, Series 7, Hedge Funds, Fixed Income, Investment Banking, Investment Strategies, Capital Markets, Series 63, Bloomberg, Derivatives, Equity Research, Private Equity, Equity Trading, Valuation, Emerging Markets, Financial Markets, Trading, Financial Services, Financial Modeling, Commodity, Strategic Financial..., Bloomberg Terminal, Corporate Finance, Venture Capital
Education
The University of Chicago Booth School of Business
MBA
Merrill Lynch 2000 - Present
Federal Reserve Bank of Dallas 1989 - 1999
Education
The University of Dallas
Graduate Certificate, Financial Services
University of North Texas
B.B.A., Finance/Investments
Autumn Lane Advisors November 2014 - Present
Credit Suisse September 2010 - October 2014
Goldman Sachs July 2005 - September 2010
Lehman Brothers July 2001 - July 2003
Merrill Lynch June 1999 - July 2001
Skills
Asset Management, Finance, Financial Modeling, Hedge Funds, Private Equity, Fixed Income, Alternative Investments, Financial Analysis, Capital Markets, Valuation, Investments, Portfolio Management, Asset Managment, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Analytic Finance
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
BBA, Finance
Trinity University 1995 — 1997
Experian November 2009 - Present
Natural Resources Defense Council June 2008 - October 2008
GE July 2008 - September 2008
Tata Consultancy Services September 2003 - July 2007
Merrill Lynch January 2005 - June 2007
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting and Econometrics & Statistics
Thiagarajar College of Engineering 1999 — 2003
B.E, Electrical and Electronics
Meetyl 2014 - Present
Compass Technology Group November 2013 - 2014
Matthews International Capital Management 2008 - 2010
Wasatch Advisors 2004 - 2008
Firsthand Capital Management 2002 - 2004
Merrill Lynch 2000 - 2002
CIBC World Markets 1999 - 2000
3Com / US Robotics 1995 - 1998
Skills
Equity Research, Asset Management, Mutual Funds, Asset Allocation, Investments, Investment Management, Bloomberg, Financial Modeling, Portfolio Management, Valuation, Equities, Hedge Funds, Financial Analysis, Private Equity, Capital Markets, Alternative Investments, Management, Due Diligence, Venture Capital
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Accounting
CFA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Computer Engineering
Goldman Sachs September 2013 - Present
Bank of America Merrill Lynch September 2008 - August 2013
Merrill Lynch June 2007 - August 2007
Duff & Phelps 2004 - 2006
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Equities, Fixed Income, Private Equity, Corporate Finance, Bloomberg, Investments, Series 7, LBO
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
University of California, Irvine 1998 — 2003
Bachelor of Science (BS)
Leerink Partners LLC 2012 - Present
Bank of America Merrill Lynch 2010 - 2012
Macquarie Bank 2008 - 2010
UBS Investment Bank 2003 - 2008
Merrill Lynch 2000 - 2003
J.C. Bradford & Co 1994 - 1998
Skills
Series 7, Series 63, Series 79, Manage Client..., New Business Generation, Negotiation, Merger & Acquisitions, Capital Raising, Problem Solving, Deal Execution, LBO, Licensing, Defense, Capital Markets, Capital Structure, Corporate Finance, Convertible Bonds, Debt, Equities, Financial Modeling, Financial Analysis, Accounting, Business Strategy, New Business Development, New Business..., Healthcare, US Healthcare, Biotechnology, Biopharmaceuticals, Pharmaceutical Industry, Medical Devices, Mergers, Mergers & Acquisitions, Finance, Financial Structuring, FINRA, Leveraged Finance, Valuation, Investment Banking, M, IPO, Equity Valuation, Bloomberg, Equity Capital Markets, DCF, Financial Markets, Due Diligence
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Entrepreneurial Finance and Strategic Management
University of Pennsylvania 1990 — 1994
Bachelor of Arts, American History
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science, Economics with a concentration in Finance
Merrill Lynch April 2012 - August 2012
Prudential Financial July 2010 - August 2011
Prudential Financial June 2009 - August 2009
Merrill Lynch August 2008 - May 2009
United Technologies June 2008 - August 2008
Education
The University of Connecticut School of Business 2006 — 2010
Bachelors, Finance & Economics
Carrington Strategic Advisors, LLC. November 2003 - Present
University of Connecticut October 2003 - Present
Trilogy Advisors November 1999 - August 2001
Goldman Sachs March 1997 - March 1999
Salomon Brothers March 1993 - March 1997
Morgan Stanley February 1988 - March 1993
Merrill Lynch June 1985 - January 1988
Skills
Alternative Investments, Asset Managment, Investments, Hedge Funds, Portfolio Management, Equities, Asset Management, Due Diligence, Venture Capital, Capital Markets, Trading, Asset Allocation, Mutual Funds, Fixed Income, Private Equity
Education
New York University, Stern School of Business
MBA, Finance, Cum Laude
The University of Connecticut School of Business
BS, Finance Summa Cum Laude
Merrill Lynch 2009 - Present
ING Financial Services 2007 - 2009
Wachovia Wealth Management 2006 - 2007
Citigroup Global Markets 2004 - 2005
ING Financial Services 2001 - 2004
Bear Stearns Asset Management 1997 - 2001
Education
The University of Connecticut School of Business
MBA
University of Connecticut
BA
BondWave LLC January 2015 - Present
Fox River Execution Technology (SunGard Brokerage & Securities Services) July 2013 - January 2015
Fox River Execution Technology LLC January 2009 - January 2015
UBS O'Connor LLC 2006 - 2008
Fidelity Prime Services 2004 - 2006
Merrill Lynch 1997 - 2004
ANB Investment Management 1987 - 1997
Skills
Derivatives, Equities, Trading, Portfolio Management, ETFs, Quant, Options, Electronic Trading, Hedge Funds, Hedging, Capital Markets, Equity Derivatives, Series 7, FX, Bloomberg, Structured Products, Trading Systems, Equity Trading, Financial Markets, Investments, Risk Management, Proprietary Trading, Market Data
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance
The University of Chicago 1984 — 1987
BA, Economics
Life Insurance Company of Boston and New York 2011 - Present
Children's Aid Society 1998 - 2008
Koala Capital Advisors, Inc. 1997 - 1998
Everen Securites/ Kemper Securities 1991 - 1997
Dean Witter Securities 1988 - 1991
Bankers Trust Company 1986 - 1988
Merrill Lynch 1978 - 1986
White, Weld & Co., Incorporated 1977 - 1978
First National Bank of Chicago 1972 - 1977
Skills
Fundraising, Nonprofits, Event Planning, Public Speaking, Event Management, Volunteer Management, Strategic Planning, Public Relations, Microsoft Office, Research, Program Development, Grants, Grant Writing, Community Development, Philanthropy, Strategy
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Accounting and Finance
Northwestern University School of Music
Master of Music (M.M.), Piano
Wellesley College
Bachelor of Arts (BA), Music
The Keystone Group January 2012 - Present
Gage Capital Partners, LLC January 2009 - December 2011
Auburn Advisors, LLC February 2002 - December 2010
Packaging Division Industries, LLC April 2006 - July 2008
Onyx Capital Ventures, LLC 2003 - 2008
Merrill Lynch August 1999 - February 2002
Arthur Andersen LLP July 1994 - August 1997
Skills
Venture Capital, Restructuring, Equities, Strategy, Corporate Finance, Due Diligence, LBO, Growth Capital, Divestitures, Turn Around Management, Start-ups, Financial Analysis, Financial Modeling, Profit Maximization, Business Process..., Supply Chain..., Change Management, Mergers & Acquisitions, Project Management, P&L Management, Business Valuation, Business Development, Forecasting, Private Equity, Alternative Investments
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Entrepreneurship & Strategy
University of Oklahoma 1990 — 1994
BBA, Accounting & Finance
Merrill Lynch September 2005 - Present
HomeBanc Mortgage June 2005 - August 2005
SPI Dynamics April 2004 - June 2005
Avalon International December 2002 - April 2004
Aon February 2002 - December 2002
CompuCredit August 2001 - February 2002
UPS February 1997 - August 2001
Atlanta Committee For The Olympic Games October 1994 - December 1996
Federal Reserve Bank of Atlanta December 1993 - October 1994
IBM June 1993 - December 1993
Education
The University of Connecticut School of Business 1987 — 1990
BS, Information Systems
Axata Investments LLC July 2011 - Present
Fisher Investments August 2008 - November 2008
Merrill Lynch June 2007 - August 2007
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2004 — 2008
Bachelor of Science
Bridgewater Associates March 2010 - January 2014
GE 1999 - 2010
GE Capital 1997 - 2010
GE Capital 1997 - 2010
GE Capital 1997 - 2010
GE Capital 1997 - 2010
KPMG 1995 - 1997
Sovereign National Management 1988 - 1995
Merrill Lynch 1983 - 1988
American Can Company, Inc. 1979 - 1983
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Business Strategy, Leadership, Portfolio Management, Valuation, Due Diligence, Asset Managment, Business Planning, New Business Development, Negotiation, Joint Ventures, Start-up Ventures, CEOs, Management, Strategic Leadership, Credit Analysis, Financial Modeling, Asset Management, Corporate Development, Investments, Financial Structuring, Corporate Finance, Strategy, Competitive Analysis, Alternative Investments, Business Development, Investment Banking
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Business/Managerial Economics
University of Arkansas at Fayetteville
Master of Business Administration (M.B.A.)
ESPN August 2009 - Present
ESPN August 2009 - Present
Merrill Lynch September 2009 - December 2009
Merrill Lynch September 2009 - December 2009
Meadow Wood Landscaping May 2008 - August 2008
Olympia Sports May 2007 - July 2007
Education
The University of Connecticut School of Business 2006 — 2010
Business Administration, Finance
University of Connecticut 2006 — 2010
Finance
University of Connecticut
Bachelor of Science, Business Administration, Finance; Business Information SystemsIndustrial/Organizational Psych
Merrill Lynch June 2011 - Present
United States Air Force June 1999 - November 2011
AGM April 2007 - December 2009
National Football League April 1999 - August 2008
Skills
Leadership, Financial Modeling, Financial Analysis, Military, Security Clearance
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance, Accounting
United States Air Force Academy 1995 — 1999
Bachelor of Science, Management
UNITED STATES AIR FORCE ACADEMY Colorado
Bachelor of Science, Management
The University of Chicago Booth School of Business
Master, Business Administration; Finance, Accounting
J.P. Morgan 2014 - Present
Bank of America 2010 - 2014
WCG Management 2007 - 2010
Merrill Lynch 2002 - 2007
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
UBS April 2014 - Present
UBS September 2012 - April 2014
Morgan Stanley Private Wealth Management December 2006 - October 2012
Morgan Stanley Private Wealth Management September 2003 - December 2006
Morgan Stanley March 2003 - September 2003
Merrill Lynch August 1999 - March 2003
Education
University of Houston 1996 — 1998
Graduate; B.A, Psychology
The University of Dallas 1994 — 1996
Psychology
Rice Continue Studies - French
USAA August 2011 - Present
Investment Professionals Inc September 2009 - February 2011
Raymond H. Riley Associates LLC January 2007 - March 2009
AllianceBernstein October 2003 - October 2006
Charles Schwab March 2003 - October 2003
Merrill Lynch May 1985 - February 2003
Texas Federal Savings June 1983 - May 1985
Skills
Series 7
Education
The University of Dallas 1979 — 1983
BA, Economics
Actinver Securities Inc July 2011 - Present
Biovideo LLC April 2009 - July 2011
Merrill Lynch July 2004 - April 2009
Skills
Asset Allocation, Wealth Management, Investment Advisory, Uniform Combined State..., Series 7, Life & Health Insurance..., Business Strategy, Estate Planning, Finance, Financial Analysis, Fixed Income, Insurance, Investments, Mutual Funds, Retirement, Securities, Series 63, Strategic Financial...
Education
The University of Dallas 2002 — 2003
Master of Business Administration (M.B.A.), Corporate Finance
Merrill Lynch February 2014 - July 2015
Merrill Lynch August 2012 - January 2014
Merrill Lynch July 2010 - July 2012
Skills
Bloomberg, Financial Modeling, Investment Banking, Valuation, Investments, Mandarin, Corporate Finance, Private Equity, Financial Analysis, Investment Strategies, Due Diligence, Chinese, International Relations, Research, PowerPoint, Microsoft Excel, English, Risk Management
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Yale University 2006 — 2010
Bachelor's degree, Economics and Mathematics
Institute of International Finance 2015 - Present
Intellectual Property Exchange International (IPXI) 2014 - 2015
Nuveen Investments 2012 - 2014
The University of Chicago Booth School of Business - Center for Research in Security Prices 2010 - 2012
Merrill Lynch 2007 - 2009
CIT 2006 - 2006
Lehman Brothers 2005 - 2005
Skills
Financial Modeling, Business Analysis, Equities, Real Estate, Mergers & Acquisitions, Hedging, Financial Institutions, Finance, Commercial Banking, Analysis, Investment Banking, CMBS, Capital Markets, Private Equity, Financial Analysis, Investments, Equity Capital Markets, Mergers, Due Diligence, Valuation, Leadership, Corporate Finance, Financial Markets, Derivatives
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
University of Notre Dame 2002 — 2006
BA, Economics and Computer Applications
Governor Livingston
UBS Investment Bank 2004 - December 2009
Merrill Lynch 1990 - 2002
Skills
Risk Management, Market & Credit Risk, Value at Risk (VaR), Stress Testing, Credit Trading, Leveraged Finance, High Yield, Credit Derivatives, CVA, Structured Finance, Credit Risk, Valuation, Portfolio Management, Fixed Income, Equities, Financial Structuring, Trading, Capital Markets, Derivatives, Financial Risk
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance and Statistics
University of Chicago
Bachelor of Arts (AB), Economics
Federal Reserve Bank of Chicago January 2015 - Present
Federal Reserve Bank of Chicago July 2012 - January 2015
Federal Reserve Bank of Chicago June 2011 - July 2012
Merrill Lynch June 2010 - August 2010
Skills
Banking, Corporate Finance, Economics, Management, Market Research, Bloomberg, Financial Analysis, Microsoft Office, Credit, Risk Management, Credit Analysis, Financial Risk
Education
University of Wisconsin-Madison 2007 — 2011
Bachelor of Arts, Economics, History
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance
Farmer Mac February 2013 - Present
U.S. Silica Company July 2011 - April 2012
Allied Capital July 2004 - April 2010
Lehman Brothers May 2000 - May 2004
Lehman Brothers May 1997 - May 2000
Deutsche Bank Securities August 1996 - May 1997
Merrill Lynch September 1992 - September 1994
Merrill Lynch August 1989 - August 1992
Skills
Leadership, Internal Audit, Private Equity, Financial Modeling, Mergers, Valuation, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Investment Banking, Equities, Investor Relations, Venture Capital, Leveraged Finance, IPO, Acquisitions, SOX 404, Financial Operations, Internal Controls, Financial Forecasting, Corporate FP&A, Public Relations, Profitable Growth, Growth Management, Telecommunications, Equity Research, Business Development, BDCs, Corporate Development, Mergers & Acquisitions, Investments
Education
Center for Creative Leadership 2007 — 2007
The University of Chicago Booth School of Business 1994 — 1996
MBA, with Honors, Financial Management and Economics
The Pennsylvania State University, Smeal College of Business 1984 — 1989
BS, with Honors, Accounting
Citi July 2014 - Present
IFC - International Finance Corporation July 2013 - August 2013
UBS Wealth Management March 2010 - August 2012
Merrill Lynch July 2008 - May 2009
Susquehanna International Group October 2007 - May 2008
Salomon Smith Barney June 2006 - August 2006
Skills
Investment Banking, Equities, Securities, Valuation, ETFs, Fixed Income, Hedge Funds, Alternative Investments, Financial Markets, Wealth Management, Investment Management, Portfolio Management, Credit, Bonds, Structured Products, Trading, Investments, Due Diligence, Mutual Funds
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Yeshiva University 2005 — 2008
Bachelor's degree, Finance, General
GATX Corporation July 2010 - Present
Molson Coors July 2003 - June 2010
Merrill Lynch July 2001 - June 2003
Skills
Financial Risk..., M&A experience, Treasury, Strategic Planning, Corporate Finance, Capital Markets, Rating Agency Relations, Financial Modeling, Financial Risk, Restructuring, Fixed Income, Banking, Emerging Markets
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Macalester College
Bachelor of Arts, Economics and Environment Studies
Red Cross Nordic United World College
International Baccalaureate, Mathematics, Physics and Economics
Merrill Lynch September 2011 - Present
Education
The University of Dallas 2006 — 2007
MBA, Financial Services
Wells Fargo Advisors, LLC January 2009 - Present
Merrill Lynch May 1999 - January 2009
Education
The University of Dallas
Master of Business Administration (M.B.A.)
S&P Capital IQ August 2014 - Present
Tripleshot April 2013 - August 2014
Xpert Financial January 2012 - December 2012
Barclays Capital 2007 - 2011
Merrill Lynch February 2006 - September 2007
Archipelago April 2000 - February 2006
Carr Futures 1996 - 2000
Discount Corporation of NY Futures 1990 - 1996
Skills
Equities, Financial Markets, Trading, Securities, Series 7, Electronic Trading, Options, Trading Systems, Risk Management, FINRA, Series 63, Relationship Management, Bloomberg, Finance, Hedge Funds, Capital Markets, Derivatives, Client Relationship..., MBA Finance, CRM, Investments, Commodity, Leadership, Management, Strategy, Equity Trading, Business Development, Financial Technology, Alternative Investments, SaaS, Start-ups, Business Strategy, New Business Development, Market Structure, Sales, Algorithms, Venture Capital, investment managment, Futures, sales managment, Financial Analysis, ETFs, Fixed Income
Education
The University of Chicago - Booth School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
Northern Trust Wealth Management September 2014 - Present
Northern Trust Securities, Inc August 2010 - August 2014
Merrill Lynch 2009 - 2010
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Securities, Fixed Income, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Derivatives, Equities, Financial Modeling, Capital Markets, Financial Analysis, Bloomberg, Hedge Funds
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Analytical Finance/Economics
University of Wisconsin-Madison 2001 — 2006
Undergraduate, Economics, Biology
The Winters Report 2008 - Present
HomeMVP Corp 2008 - 2008
Oppenheimer and Co., Inc. 2006 - 2007
Nomura Securities International Inc. 2005 - 2006
FTN Financial 2002 - 2004
J.P. Morgan 1996 - 2001
Merrill Lynch 1993 - 1996
Furman Selz 1989 - 1991
Morgan Stanley 1987 - 1989
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA)
SUNY Albany 1984 — 1987
Bachelor of Science (BS), Economics
Archbishop Molloy High School
Archbishop Molloy High School
HTG Investment Advisors Inc. May 2011 - Present
Krauss Whiting Capital Advisors LLC July 2009 - May 2011
Merrill Lynch June 2007 - February 2009
U.S. Trust January 2000 - December 2005
Fleet Investment Advisors March 1998 - January 2000
Education
The University of Chicago Booth School of Business 1976 — 1979
MBA
Wellesley College 1972 — 1976
AB, Economics and Psychology
projekt202 October 2012 - Present
projekt202 February 2012 - October 2012
Dental Wealth Partners February 2011 - February 2012
Merrill Lynch October 2010 - March 2011
Skills
Project Management, Business Analysis, SharePoint, Business Development, MSN AdCenter, Google Analytics, Goal Setting, Team Building, Communication, Research, Marketing, Marketing Communications, Marketing Strategy, Social Media Marketing, Social Networking, Customer Service, Social Media, Strategy, Adobe Creative Suite, Competitive Analysis, Online Marketing, Online Advertising, Digital Marketing
Education
The University of Dallas 2009 — 2010
Master of Business Administration, Business Management
University of Oklahoma 2004 — 2009
Bachlor of Business Administration, Entrepreneurship and Venture Management
Vubiquity 2014 - Present
Ingram Micro 2004 - 2014
Deloitte Consulting 2004 - 2004
Strategic Decisions Group (SDG) 2000 - 2003
Merrill Lynch 1999 - 1999
Union Bank 1994 - 1998
Coldwell Banker Real Estate 1992 - 1994
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Corporate Development, Valuation, Business Development, Finance, Strategic Planning, Strategic Financial..., Restructuring, Analysis, Competitive Analysis, Start-ups, Business Strategy, Forecasting
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Strategy, Finance
Pacific Coast Banking School 1997 — 1999
Finance, Economics
The University of Chicago 1988 — 1992
BA
White Mountains Advisors LLC 2001 - Present
Deltarb Ltd. 2001 - 2009
Imperial Credit Industries Inc. 1998 - 1998
Koch Investments Inc. 1996 - 1997
Merrill Lynch 1990 - 1995
L.F. Rothschild & Co. 1987 - 1989
Education
University of Chicago Graduate School of Business 1984 — 1986
MBA, Finance
University of Florida 1980 — 1984
BSBA, Finance
Teacher Retirement System of Texas September 2014 - Present
Teacher Retirement System of Texas April 2014 - August 2014
ValueScope, Inc. January 2014 - March 2014
ValueScope, Inc. July 2013 - January 2014
University of Chicago Booth School of Business August 2008 - June 2013
Merrill Lynch May 2007 - August 2007
Adayana May 2005 - August 2005
Education
The University of Chicago - Booth School of Business 2008 — 2013
PhD, MBA, Finance
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Finance
Fieldpoint Private Bank & Trust January 2013 - Present
Fieldpoint Private Bank & Trust April 2008 - December 2012
Merrill Lynch January 1964 - December 2000
Skills
Alternative Investments, Securities, Investments, Wealth Management, Asset Managment, Series 7, Hedge Funds, Financial Services, Retirement, Mutual Funds, Equities, Asset Allocation, Mergers & Acquisitions, Financial Advisory, Estate Planning, Retirement Planning, Private Equity
Education
The University of Chicago - Booth School of Business 1968 — 1971
Masters Degree in Business Administration
United States Military Academy at West Point 1956 — 1960
Bachelor of Science (BS)
Globe Hospitality Group April 2011 - Present
Yess Property Group LLC 2006 - 2011
Barclays Capital 2003 - 2006
Bear Stearns 2000 - 2003
Merrill Lynch 1986 - 1999
Skills
Fixed Income, Strategy, Start-ups, Strategic Planning, Real Estate, Hospitality, Food & Beverage, Corporate Finance, Private Equity, Derivatives, Investments, Risk Management, Business Strategy, Capital Markets, Structured Products, Asset Management, Financial Modeling, Sales, Commercial Real Estate, Real Estate Development, Real Estate Transactions
Education
University of Chicago Graduate School of Business 1985 — 1987
MBA, Finance
SUNY Albany 1979 — 1982
Bachelor's degree, Economics
Wedbush Securities 2013 - 2014
Wedbush Securities 2013 - 2014
Merrill Lynch July 2004 - October 2009
Skills
Capital Markets, Private Equity, Financial Modeling, Valuation, Corporate Finance, Investment Banking
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
University of California, Berkeley 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Lazard Freres & Co. 2009 - Present
Merrill Lynch 2008 - 2009
Goldman Sachs 2001 - 2006
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Corporate Finance and Accounting
University of Chicago 1997 — 2001
Bachelor of Arts (B.A.), Economics
Merrill Lynch December 2008 - Present
Education
University of Chicago Graduate School of Business
Merrill Lynch June 2011 - Present
Skills
Valuation, Risk Management, Investments, Financial Modeling, Financial Analysis, Financial Advisory, Finance, Estate Planning
Education
The University of Dallas 2007 — 2011
Bachelor of Arts (B.A.), Business Leadership
Fischer & Co.,LP September 2015 - Present
MetLife May 2011 - August 2015
SilverLane Advisors February 2010 - April 2011
Deutsche Bank April 2006 - January 2010
Merrill Lynch August 2002 - April 2006
Skills
Mergers & Acquisitions, Asset Management, Finance, Business Development, New Business Development, Financial Institutions, Project Planning, Financial Modeling, Investment Banking, Equities, Valuation, Capital Markets, Corporate Finance, Bonds, Due Diligence, Management, Structured Finance, Strategic Planning
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance
The University of Chicago Booth School of Business 2015 - Present
Chopper Trading 2013 - 2015
Chopper Trading 2008 - 2013
Merrill Lynch 2006 - 2008
Merrill Lynch 2005 - 2005
Morgan Stanley 2004 - 2004
Skills
Capital Markets, Investment Banking, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Data Analysis, Trading, Fixed Income, Derivatives
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Entreprenuership, Managerial & Organizational Behavior
The University of Chicago
Bachelor of Arts (BA), Economics