Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Doris Meister Doris Meister New York, New York Details
Doris Meister's Merrill Lynch Experience March 1999 - March 2004
Job President, US Markets at BNY Mellon
Industry Financial Services
Experience
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

Rafael Burde Rafael Burde San Francisco Bay Area Details
Rafael Burde's Merrill Lynch Experience May 2005 - July 2005
Job Director of Ecommerce at PAX Labs
Industry Public Policy
Experience
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

Maxwell Amster Maxwell Amster Greater New York City Area Details
Maxwell Amster's Merrill Lynch Experience June 2010 - August 2010
Job
Industry Research
Experience
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

Carl Weidman Carl Weidman Orange, California Details
Carl Weidman's Merrill Lynch Experience March 2001 - August 2003
Job Technical Sales at North American Composites
Industry
Experience
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

Eric Carlborg Eric Carlborg Menlo Park, California Details
Eric Carlborg's Merrill Lynch Experience 2001 - 2004
Job Investment Professional at August Capital
Industry Venture Capital & Private Equity
Experience
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

Kurt Callaghan Kurt Callaghan Greater Chicago Area Details
Kurt Callaghan's Merrill Lynch Experience May 2007 - September 2007
Job Sr. Business Analyst at Ingredion Incorporated
Industry Food & Beverages
Experience
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

Ani Hadjinian Ani Hadjinian New York, New York Details
Ani Hadjinian's Merrill Lynch Experience September 2006 - August 2008
Job Vice President, Bobbi Brown Cosmetics
Industry Cosmetics
Experience
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

Stephen Kardos Stephen Kardos Greater New York City Area Details
Stephen Kardos's Merrill Lynch Experience June 2008 - August 2008
Job Finance Senior Specialist at Protiviti
Industry Financial Services
Experience
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

Anna Kallenborn-Bolden Anna Kallenborn-Bolden Greater Los Angeles Area Details
Anna Kallenborn-Bolden's Merrill Lynch Experience June 2010 - May 2011
Job MBA Candidate at Yale SOM
Industry Management Consulting
Experience
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

Patrick Berry Patrick Berry Dallas/Fort Worth Area Details
Patrick Berry's Merrill Lynch Experience March 2012 - June 2013
Job Operations Coordinator at Robin Technologies, Inc.
Industry Financial Services
Experience
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

Kyle Hackler Kyle Hackler Maplewood, New Jersey Details
Kyle Hackler's Merrill Lynch Experience January 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Messier George Messier George Hartford, Connecticut Area Details
Messier George's Merrill Lynch Experience March 1994 - April 2011
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Robert Dubil Robert Dubil Greater Salt Lake City Area Details
Robert Dubil's Merrill Lynch Experience 1999 - 2001
Job Associate Professor (Lect) of Finance at Univeristy of Utah
Industry Financial Services
Experience
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

Brad Davey Brad Davey Dallas/Fort Worth Area Details
Brad Davey's Merrill Lynch Experience 2004 - 2006
Job Senior Vice President at Clarion Partners LLC
Industry Real Estate
Experience
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

Jonathan Odom Jonathan Odom Washington D.C. Metro Area Details
Jonathan Odom's Merrill Lynch Experience 1999 - 2003
Job Partner, Consumer Finance Group at PricewaterhouseCoopers LLP
Industry Financial Services
Experience
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!

Barry Kirschner Barry Kirschner Greater New York City Area Details
Barry Kirschner's Merrill Lynch Experience 1982 - 1990
Job Executive Director at The Valerie Fund
Industry Fund-Raising
Experience
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

Robert Madorsky Robert Madorsky Greater Chicago Area Details
Robert Madorsky's Merrill Lynch Experience June 2008 - August 2008
Job MBA Candidate at Chicago Booth
Industry Management Consulting
Experience
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

Brandon Murden Brandon Murden Mesquite, Texas Details
Brandon Murden's Merrill Lynch Experience May 2007 - December 2007
Job Finance & Accounting Professional
Industry Venture Capital & Private Equity
Experience
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

Siyue Li Siyue Li Greater Chicago Area Details
Siyue Li's Merrill Lynch Experience 2008 - 2008
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Investment Banking
Experience
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

Daniel Graves Daniel Graves Greater New York City Area Details
Daniel Graves's Merrill Lynch Experience March 1994 - March 1999
Job Managing Director at Spinnaker Capital Advisors, LLC
Industry Investment Banking
Experience
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

Robert Allbright, CFP® Robert Allbright, CFP® Greater Milwaukee Area Details
Robert Allbright, CFP®'s Merrill Lynch Experience June 1999 - August 2010
Job Senior Financial Advisor
Industry Financial Services
Experience
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

Charles Jessup Goodwin Charles Jessup Goodwin Great Falls, Virginia Details
Charles Jessup Goodwin's Merrill Lynch Experience October 2014 - Present
Job FA
Industry Financial Services
Experience
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

Lisa Bigtas Lisa Bigtas Guam area Details
Lisa Bigtas's Merrill Lynch Experience January 2008 - May 2008
Job Financial Planning
Industry Financial Services
Experience
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

Dean H. Gaugler Dean H. Gaugler Stamford, Connecticut Details
Dean H. Gaugler's Merrill Lynch Experience September 2005 - April 2009
Job Wealth Advisor, The FDG Group at UBS Financial Services
Industry Financial Services
Experience
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

Nehal Patel Nehal Patel Greater Los Angeles Area Details
Nehal Patel's Merrill Lynch Experience July 2009 - September 2009
Job MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
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

Peter Carter Peter Carter New York, New York Details
Peter Carter's Merrill Lynch Experience August 1996 - January 2008
Job Executive Director, Banking & Trust Group at UBS Wealth Management
Industry Capital Markets
Experience
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

Abbey Omokhodion Abbey Omokhodion Cleveland/Akron, Ohio Area Details
Abbey Omokhodion's Merrill Lynch Experience October 1998 - April 1999
Job Commercial Finance Leader at GE Lighting
Industry Building Materials
Experience
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

Duke Wadsworth Duke Wadsworth Jacksonville, Florida Area Details
Duke Wadsworth's Merrill Lynch Experience August 1995 - June 1997
Job Author of EBooks at Smashwords.com
Industry Professional Training & Coaching
Experience
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

Susan Heffernan Gaieski Susan Heffernan Gaieski Hartford, Connecticut Area Details
Susan Heffernan Gaieski's Merrill Lynch Experience June 2000 - July 2000
Job Senior Manager at Deloitte
Industry Accounting
Experience
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

Andrew Guziewicz Andrew Guziewicz Greater New York City Area Details
Andrew Guziewicz's Merrill Lynch Experience July 2004 - January 2008
Job Chief Credit Officer at Arbor Realty Trust
Industry Real Estate
Experience
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

Andrew Haleen Andrew Haleen Greater Chicago Area Details
Andrew Haleen's Merrill Lynch Experience May 2002 - June 2004
Job Chief Investment Officer at Capital Edge Advisors LLC
Industry Investment Management
Experience
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

Sonia Bhardwaj Sonia Bhardwaj Glastonbury, Connecticut Details
Sonia Bhardwaj's Merrill Lynch Experience May 2013 - January 2014
Job Audit Associate at PwC
Industry Accounting
Experience
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

Gabe Barkley Gabe Barkley Greater Chicago Area Details
Gabe Barkley's Merrill Lynch Experience February 2008 - May 2008
Job MBA Candidate at Chicago Booth
Industry Venture Capital & Private Equity
Experience
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

Sean McGowan Sean McGowan New Haven, Connecticut Details
Sean McGowan's Merrill Lynch Experience January 2010 - May 2010
Job Commercial Banking at Citi
Industry Financial Services
Experience
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

G. Brent Morton G. Brent Morton Dallas/Fort Worth Area Details
G. Brent Morton's Merrill Lynch Experience 2001 - 2007
Job Senior Wealth Manager
Industry Financial Services
Experience
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

Joseph Grieco Jr. Joseph Grieco Jr. Greater New York City Area Details
Joseph Grieco Jr.'s Merrill Lynch Experience May 2011 - August 2011
Job Capital Markets Analyst at Morgan Stanley
Industry Financial Services
Experience
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

William Druehl William Druehl Stamford, Connecticut Details
William Druehl's Merrill Lynch Experience May 2015 - Present
Job Wealth Management Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Victoria De Rosa Victoria De Rosa Stamford, Connecticut Details
Victoria De Rosa's Merrill Lynch Experience June 2012 - May 2013
Job University Recruiter at Indeed.com
Industry Human Resources
Experience
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

Carolina Forero L Carolina Forero L New York, New York Details
Carolina Forero L's Merrill Lynch Experience June 2012 - August 2012
Job M&A Associate at BofA Merrill Lynch
Industry Investment Banking
Experience
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

Patricia Van Kirk Patricia Van Kirk Washington, District Of Columbia Details
Patricia Van Kirk's Merrill Lynch Experience 1993 - 2012
Job Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
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

Denis Klepac Denis Klepac Greater Chicago Area Details
Denis Klepac's Merrill Lynch Experience 1990 - 2011
Job Retired / Jubilado
Industry Investment Banking
Experience
Merrill Lynch   1990 - 2011

Education
The University of Chicago - Booth School of Business   1986 — 1989
MBA, Finance and marketing

Alex Lintott Alex Lintott Houston, Texas Area Details
Alex Lintott's Merrill Lynch Experience 2007 - 2008
Job Principal at Rivet Capital Partners
Industry Venture Capital & Private Equity
Experience
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

Zi Dong Fan Zi Dong Fan Greater New York City Area Details
Zi Dong Fan's Merrill Lynch Experience July 2006 - August 2008
Job Manager, Management Consultant at IBM
Industry Financial Services
Experience
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

Bob Groenke Bob Groenke San Francisco, California Details
Bob Groenke's Merrill Lynch Experience 2005 - 2005
Job High Yield Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
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

Niko Skoularikis Niko Skoularikis Greater New York City Area Details
Niko Skoularikis's Merrill Lynch Experience July 2011 - August 2011
Job Student
Industry Internet
Experience
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

John A. Licciardello CDFA John A. Licciardello CDFA Providence, Rhode Island Area Details
John A. Licciardello CDFA's Merrill Lynch Experience August 2009 - November 2013
Job President, Wentworth Divorce Financial Advisors, LLC
Industry Financial Services
Experience
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

Patrick Notti Patrick Notti Boston, Massachusetts Details
Patrick Notti's Merrill Lynch Experience January 2010 - August 2010
Job Senior Operations Manager at Breeze
Industry Venture Capital & Private Equity
Experience
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

Taishi Kato Taishi Kato Greater New York City Area Details
Taishi Kato's Merrill Lynch Experience May 2015 - Present
Job Client Associate Intern at Merrill Lynch Wealth Management
Industry Investment Management
Experience
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

James Kerin James Kerin Dallas/Fort Worth Area Details
James Kerin's Merrill Lynch Experience May 2012 - August 2012
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
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

Brooke E. Sipson Brooke E. Sipson Hartford, Connecticut Area Details
Brooke E. Sipson's Merrill Lynch Experience September 2010 - April 2011
Job Data Management Consultant at Travelers
Industry Insurance
Experience
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

Kory Leahy Kory Leahy Marstons Mills, Massachusetts Details
Kory Leahy's Merrill Lynch Experience May 2011 - August 2011
Job Customer Service Representative at The Cooperative Bank of Cape Cod
Industry Banking
Experience
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

Michael B. Cox Michael B. Cox San Francisco, California Details
Michael B. Cox's Merrill Lynch Experience March 2015 - Present
Job Merrill Lynch Private Wealth Management
Industry Investment Management
Experience
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

Mark Korona Mark Korona Nicholasville, Kentucky Details
Mark Korona's Merrill Lynch Experience December 2003 - May 2008
Job Vice President Wealth Management
Industry Financial Services
Experience
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

Derek Chard Derek Chard Manchester, Connecticut Details
Derek Chard's Merrill Lynch Experience August 2011 - March 2012
Job President at DC Business Consulting
Industry Marketing and Advertising
Experience
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

Daniel Rosenblatt Daniel Rosenblatt Woodcliff Lake, New Jersey Details
Daniel Rosenblatt's Merrill Lynch Experience May 2015 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
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

Dan Park Dan Park Greater New York City Area Details
Dan Park's Merrill Lynch Experience April 2000 - June 2006
Job Americas Group Treasurer, UBS AG
Industry Financial Services
Experience
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

Esteban Saba Esteban Saba New York, New York Details
Esteban Saba's Merrill Lynch Experience September 2005 - June 2011
Job Co founder and CEO @ håndværk (www.handvaerk.com)
Industry Consumer Goods
Experience
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

Christopher Sula Christopher Sula New York, New York Details
Christopher Sula's Merrill Lynch Experience July 1994 - October 2002
Job Managing Director at BTIG
Industry Financial Services
Experience
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

Matt Movall Matt Movall Greater Chicago Area Details
Matt Movall's Merrill Lynch Experience May 2006 - August 2006
Job MBA Candidate at the University of Chicago Booth School of Business
Industry Financial Services
Experience
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

Chris Lappas Chris Lappas Greater New York City Area Details
Chris Lappas's Merrill Lynch Experience March 2007 - January 2012
Job Senior Vice President Stifel
Industry Financial Services
Experience
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

Jaimie Fallon Jaimie Fallon Northampton, Massachusetts Details
Jaimie Fallon's Merrill Lynch Experience August 2009 - May 2011
Job Real Estate Agent at Goggin's Real Estate
Industry Real Estate
Experience
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

Manuel E. Garza, CPWA ® Manuel E. Garza, CPWA ® Laredo, Texas Details
Manuel E. Garza, CPWA ®'s Merrill Lynch Experience August 2005 - September 2011
Job Partner at Cresta Advisors
Industry Investment Management
Experience
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

Joseph Toto, CFA Joseph Toto, CFA Philadelphia, Pennsylvania Details
Joseph Toto, CFA's Merrill Lynch Experience June 2004 - July 2005
Job Investments
Industry Venture Capital & Private Equity
Experience
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

John Slinker John Slinker Dallas/Fort Worth Area Details
John Slinker's Merrill Lynch Experience November 1997 - May 2002
Job Senior Manager at Fidelity Investments
Industry Financial Services
Experience
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

Robert B. Price Robert B. Price Naples, Florida Details
Robert B. Price's Merrill Lynch Experience September 1999 - August 2002
Job Naples Florida Area
Industry Financial Services
Experience
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

Jess Hansen Jess Hansen Chicago, Illinois Details
Jess Hansen's Merrill Lynch Experience September 2008 - April 2013
Job Vice President of Finance | NowSecure Software
Industry Financial Services
Experience
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

Brooke Curtis Brooke Curtis Greater New York City Area Details
Brooke Curtis's Merrill Lynch Experience June 2010 - August 2010
Job Senior Associate Financial Services Advisory at PwC
Industry Financial Services
Experience
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

Sean P O'Connell Sean P O'Connell Greater New York City Area Details
Sean P O'Connell's Merrill Lynch Experience May 1985 - June 1987
Job Americas Treasurer at GE Capital
Industry Financial Services
Experience
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

Julie Roarty Julie Roarty New York, New York Details
Julie Roarty's Merrill Lynch Experience August 2011 - April 2012
Job Resource Management Senior Associate at PricewaterhouseCoopers
Industry Financial Services
Experience
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

Juan Pablo Gallipoli Juan Pablo Gallipoli Greater New York City Area Details
Juan Pablo Gallipoli's Merrill Lynch Experience 2000 - 2001
Job Debt Capital Markets Origination, HSBC Securities
Industry Capital Markets
Experience
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

Ali Mandalinci Ali Mandalinci Greater Boston Area Details
Ali Mandalinci's Merrill Lynch Experience August 1993 - October 1996
Job First Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
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

Sae-young Kim Sae-young Kim Greater New York City Area Details
Sae-young Kim's Merrill Lynch Experience June 2000 - June 2002
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
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

Raju Gadiraju Raju Gadiraju Dallas/Fort Worth Area Details
Raju Gadiraju's Merrill Lynch Experience 1993 - 1995
Job Financial Advisor
Industry Financial Services
Experience
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.)

Deann Morgan Deann Morgan Greater New York City Area Details
Deann Morgan's Merrill Lynch Experience April 2006 - August 2013
Job Managing Director at The Blackstone Group
Industry Investment Management
Experience
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

Alli Kandaiah Alli Kandaiah New York, New York Details
Alli Kandaiah's Merrill Lynch Experience August 2006 - July 2009
Job Director, Corporate Development and Mergers & Acquisitions at American Express
Industry Financial Services
Experience
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

Jason Marasigan Jason Marasigan San Francisco Bay Area Details
Jason Marasigan's Merrill Lynch Experience September 2007 - September 2011
Job Senior Director, Corporate Development at SYNNEX
Industry Investment Banking
Experience
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

Jon Maschmeyer Jon Maschmeyer Greater Chicago Area Details
Jon Maschmeyer's Merrill Lynch Experience 2000 - 2003
Job Principal at Chicago Pacific Founders
Industry Venture Capital & Private Equity
Experience
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

David Raj David Raj Houston, Texas Area Details
David Raj's Merrill Lynch Experience October 2011 - Present
Job Advanced Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Merrill Lynch   October 2011 - Present

Education
The University of Dallas   1974 — 1976

Alastair Roberts Alastair Roberts Vancouver, Canada Area Details
Alastair Roberts's Merrill Lynch Experience September 2007 - October 2007
Job Senior Software Developer at Morgan Stanley
Industry Investment Banking
Experience
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

Michael Evelyn Michael Evelyn Greater New York City Area Details
Michael Evelyn's Merrill Lynch Experience April 1988 - July 1995
Job Managing Director at The Seaport Group
Industry Financial Services
Experience
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

Bill Sei Bill Sei Greater Chicago Area Details
Bill Sei's Merrill Lynch Experience August 2015 - Present
Job Muni Bond Traeder
Industry Financial Services
Experience
Merrill Lynch   August 2015 - Present
Incapital  August 2009 - July 2015
Sentinel Brokers   December 2006 - August 2009
RW Smith  June 2003 - December 2006

Skills
Securities, Fixed Income, Series 63, Bonds

Education
The University of Dallas   1999 — 2003

Donna Snider Donna Snider Greater Detroit Area Details
Donna Snider's Merrill Lynch Experience September 2002 - January 2009
Job Managing Director
Industry Investment Management
Experience
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

David Madigan David Madigan Greater Boston Area Details
David Madigan's Merrill Lynch Experience January 1990 - January 1993
Job Breckinridge Capital Advisors CIO
Industry Financial Services
Experience
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

Jackeline Anca Vasilatos Jackeline Anca Vasilatos Washington, District Of Columbia Details
Jackeline Anca Vasilatos's Merrill Lynch Experience 2002 - 2003
Job Director Corporate Finance
Industry Financial Services
Experience
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

Gregory Han Gregory Han Greater New York City Area Details
Gregory Han's Merrill Lynch Experience 2008 - 2009
Job Investment Banking Associate Power, Energy & Infrastructure
Industry Investment Banking
Experience
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

Brian Finerty Brian Finerty Greater Chicago Area Details
Brian Finerty's Merrill Lynch Experience May 2005 - August 2007
Job SVP Investments at Equity International
Industry Real Estate
Experience
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

Maryrose Dombrowski Maryrose Dombrowski Greater Chicago Area Details
Maryrose Dombrowski's Merrill Lynch Experience 2002 - 2008
Job Senior Vice President at Southwest Securities, Inc.
Industry Financial Services
Experience
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

Donna MacFarland Donna MacFarland Greater Philadelphia Area Details
Donna MacFarland's Merrill Lynch Experience June 1987 - April 1989
Job Senior Vice President, Chief Marketing Officer, Retirement Plan Services, Lincoln Financial Group
Industry Marketing and Advertising
Experience
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

Jamie Willeck Jamie Willeck Greater Minneapolis-St. Paul Area Details
Jamie Willeck's Merrill Lynch Experience 2002 - 2007
Job at JFW Capital Management, Inc.
Industry Financial Services
Experience
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

Jeffrey Bettin Jeffrey Bettin Greater Chicago Area Details
Jeffrey Bettin's Merrill Lynch Experience July 2005 - January 2009
Job Senior Manager, Revenue Management at Orbitz Worldwide
Industry Internet
Experience
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

Mike France Mike France Greater Chicago Area Details
Mike France's Merrill Lynch Experience October 1997 - May 1999
Job Principal & COO at Elementum Advisors, LLC
Industry Investment Management
Experience
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

Heidi Goldstein Heidi Goldstein Greater New York City Area Details
Heidi Goldstein's Merrill Lynch Experience 2004 - Present
Job Private Banker
Industry Investment Management
Experience
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

Scot Rogers Scot Rogers Dallas/Fort Worth Area Details
Scot Rogers's Merrill Lynch Experience 2000 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

David Andrew, CFA David Andrew, CFA Houston, Texas Area Details
David Andrew, CFA's Merrill Lynch Experience June 1999 - July 2001
Job Autumn Lane Advisors
Industry Investment Management
Experience
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

Jaya Swaminathan Jaya Swaminathan Orange County, California Area Details
Jaya Swaminathan's Merrill Lynch Experience January 2005 - June 2007
Job Statistical Analyst Consultant Expert at Experian
Industry Financial Services
Experience
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

Noor Kamruddin Noor Kamruddin San Francisco Bay Area Details
Noor Kamruddin's Merrill Lynch Experience 2000 - 2002
Job VP at Meetyl Inc.
Industry Financial Services
Experience
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

Jamie Tam Jamie Tam New York, New York Details
Jamie Tam's Merrill Lynch Experience June 2007 - August 2007
Job
Industry Investment Banking
Experience
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)

Peter Lang Peter Lang Greater New York City Area Details
Peter Lang's Merrill Lynch Experience 2000 - 2003
Job Finance Professional / Investment Banker
Industry Investment Banking
Experience
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

Linda Kuang Linda Kuang Hartford, Connecticut Area Details
Linda Kuang's Merrill Lynch Experience April 2012 - August 2012
Job Investment Operations Specialist at Prudential Financial
Industry Financial Services
Experience
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

Noha Carrington Noha Carrington Greater New York City Area Details
Noha Carrington's Merrill Lynch Experience June 1985 - January 1988
Job Member Board of Directors at University of Connecticut
Industry Financial Services
Experience
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

Nicholas Gambardella, MBA Nicholas Gambardella, MBA New York, New York Details
Nicholas Gambardella, MBA's Merrill Lynch Experience 2009 - Present
Job Director, Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Paul Daley Paul Daley Greater Chicago Area Details
Paul Daley's Merrill Lynch Experience 1997 - 2004
Job Head of Fixed Info Lab at BondWave LLC
Industry Financial Services
Experience
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

Cathy White O'Rourke Cathy White O'Rourke Greater New York City Area Details
Cathy White O'Rourke's Merrill Lynch Experience 1978 - 1986
Job Trustee at Kaufman Music Center
Industry Fund-Raising
Experience
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

Paula Bachman Paula Bachman Greater Chicago Area Details
Paula Bachman's Merrill Lynch Experience August 1999 - February 2002
Job Sr. Principal at The Keystone Group
Industry Management Consulting
Experience
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

Bill Sayles Bill Sayles Greater Atlanta Area Details
Bill Sayles's Merrill Lynch Experience September 2005 - Present
Job Application Architect at Bank of America
Industry Information Technology and Services
Experience
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

Elias Stambolis Elias Stambolis Greater Chicago Area Details
Elias Stambolis's Merrill Lynch Experience June 2007 - August 2007
Job Portfolio Manager at Axata Investments LLC
Industry Financial Services
Experience
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

Joe Parsons Joe Parsons Greater New York City Area Details
Joe Parsons's Merrill Lynch Experience 1983 - 1988
Job 1913 Ventures LLC
Industry Financial Services
Experience
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.)

Doug Clawson Doug Clawson Greater New York City Area Details
Doug Clawson's Merrill Lynch Experience September 2009 - December 2009
Job ESPN project employee
Industry Sports
Experience
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

Bryce Fisher Bryce Fisher Greater Chicago Area Details
Bryce Fisher's Merrill Lynch Experience June 2011 - Present
Job Experienced Finance Professional
Industry Financial Services
Experience
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

Michael Winslow Michael Winslow Greater New York City Area Details
Michael Winslow's Merrill Lynch Experience 2002 - 2007
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
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

Patricia Holmes Patricia Holmes Houston, Texas Area Details
Patricia Holmes's Merrill Lynch Experience August 1999 - March 2003
Job Director, Control Officer at UBS
Industry Financial Services
Experience
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

Joseph Ochoa Joseph Ochoa Austin, Texas Area Details
Joseph Ochoa's Merrill Lynch Experience May 1985 - February 2003
Job Financial Services Professional
Industry Financial Services
Experience
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

Braulio Lopez Fernandez Braulio Lopez Fernandez San Antonio, Texas Details
Braulio Lopez Fernandez's Merrill Lynch Experience July 2004 - April 2009
Job International Financial Advisor at Actinver Securities, Inc.
Industry Financial Services
Experience
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

Hanyue Xiao Hanyue Xiao Chicago, Illinois Details
Hanyue Xiao's Merrill Lynch Experience February 2014 - July 2015
Job MBA student at University of Chicago Booth School of Business
Industry Financial Services
Experience
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

Anil Abraham Anil Abraham Washington, District Of Columbia Details
Anil Abraham's Merrill Lynch Experience 2007 - 2009
Job Senior Relationship Manager at Institute of International Finance
Industry Financial Services
Experience
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

Bette Kraus, CFA Bette Kraus, CFA Greater New York City Area Details
Bette Kraus, CFA's Merrill Lynch Experience 1990 - 2002
Job Risk Manager
Industry Investment Banking
Experience
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

Peter Goodrich Peter Goodrich Chicago, Illinois Details
Peter Goodrich's Merrill Lynch Experience June 2010 - August 2010
Job Liquidity Risk Analyst at Federal Reserve Bank of Chicago
Industry Banking
Experience
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

R. Dale Lynch R. Dale Lynch Washington D.C. Metro Area Details
R. Dale Lynch's Merrill Lynch Experience September 1992 - September 1994
Job Financial Executive / CFO
Industry Venture Capital & Private Equity
Experience
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

David Daniels David Daniels Miami, Florida Details
David Daniels's Merrill Lynch Experience July 2008 - May 2009
Job AVP at Citi
Industry Financial Services
Experience
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

Diwakar Thapa Diwakar Thapa Greater Chicago Area Details
Diwakar Thapa's Merrill Lynch Experience July 2001 - June 2003
Job Director of Corporate Finance at GATX Corporation
Industry Financial Services
Experience
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

Kimberly Rubin Kimberly Rubin Dallas/Fort Worth Area Details
Kimberly Rubin's Merrill Lynch Experience September 2011 - Present
Job Merrill Lynch CA
Industry Financial Services
Experience
Merrill Lynch   September 2011 - Present

Education
The University of Dallas   2006 — 2007
MBA, Financial Services

Michelle Manners, MBA, CFP®, CDFA, ADPA Michelle Manners, MBA, CFP®, CDFA, ADPA Dallas/Fort Worth Area Details
Michelle Manners, MBA, CFP®, CDFA, ADPA's Merrill Lynch Experience May 1999 - January 2009
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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.)

Susan Shilling Susan Shilling San Francisco Bay Area Details
Susan Shilling's Merrill Lynch Experience February 2006 - September 2007
Job Senior Relationship Manager, Tripleshot
Industry Capital Markets
Experience
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

Bryan Bethel, CFA Bryan Bethel, CFA Greater Chicago Area Details
Bryan Bethel, CFA's Merrill Lynch Experience 2009 - 2010
Job Financial Advisor at Northern Trust Securities, Inc.
Industry Financial Services
Experience
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

Harvard Winters Harvard Winters Greater New York City Area Details
Harvard Winters's Merrill Lynch Experience 1993 - 1996
Job Independent Financial Services Professional
Industry Financial Services
Experience
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

Valerie H. Connolly, CFA Valerie H. Connolly, CFA Greater New York City Area Details
Valerie H. Connolly, CFA's Merrill Lynch Experience June 2007 - February 2009
Job Senior Advisor at HTG Investment Advisors Inc.
Industry Investment Management
Experience
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

Hayley Hendrickson Parham Hayley Hendrickson Parham Dallas/Fort Worth Area Details
Hayley Hendrickson Parham's Merrill Lynch Experience October 2010 - March 2011
Job Marketing Manager at projekt202
Industry Design
Experience
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

Farouk Yaftali Farouk Yaftali Greater Los Angeles Area Details
Farouk Yaftali's Merrill Lynch Experience 1999 - 1999
Job Senior Director, Financial & Strategic Business Analysis at Vubiquity
Industry Entertainment
Experience
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

David Linker David Linker Greater New York City Area Details
David Linker's Merrill Lynch Experience 1990 - 1995
Job Chief Investment Officer at White Mountains Advisors LLC
Industry Investment Management
Experience
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

Teresa Lwin Teresa Lwin Austin, Texas Area Details
Teresa Lwin's Merrill Lynch Experience May 2007 - August 2007
Job Senior Associate at Teacher Retirement System of Texas
Industry Financial Services
Experience
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

Daniel Donahue Daniel Donahue Greenwich, Connecticut Details
Daniel Donahue's Merrill Lynch Experience January 1964 - December 2000
Job CoFounder and Lead Director at Fieldpoint Private Bank & Trust
Industry Financial Services
Experience
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)

Ed Somekh Ed Somekh New York, New York Details
Ed Somekh's Merrill Lynch Experience 1986 - 1999
Job Managing Partner at Globe Hospitality Group
Industry Hospitality
Experience
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

Raymond Han Raymond Han Greater Los Angeles Area Details
Raymond Han's Merrill Lynch Experience July 2004 - October 2009
Job Attended The University of Chicago Booth School of Business
Industry Financial Services
Experience
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

Gregory Han Gregory Han Greater New York City Area Details
Gregory Han's Merrill Lynch Experience 2008 - 2009
Job Vice President at Lazard Freres & Co.
Industry Financial Services
Experience
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

Alan Braga Alan Braga Fort Lauderdale, Florida Details
Alan Braga's Merrill Lynch Experience December 2008 - Present
Job Vice President International Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2008 - Present

Education
University of Chicago Graduate School of Business

Alexandra Puccio Alexandra Puccio Houston, Texas Details
Alexandra Puccio's Merrill Lynch Experience June 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Alfredo Risi Alfredo Risi New York, New York Details
Alfredo Risi's Merrill Lynch Experience August 2002 - April 2006
Job Chief Operating Officer at Fischer & Co.,LP
Industry Investment Management
Experience
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

Harsh A. Dev Harsh A. Dev Greater Chicago Area Details
Harsh A. Dev's Merrill Lynch Experience 2006 - 2008
Job MBA Candidate The University of Chicago Booth School of Business
Industry Financial Services
Experience
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

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