Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Janelle Fitzhugh Janelle Fitzhugh's Merrill Lynch Experience January 2009 - March 2011
Job Banking Professional
Industry Banking
Experience
Village Millwork Inc August 2013 - Present
Arvest Bank September 2012 - July 2013
Merrill Lynch January 2009 - March 2011
Bank of America December 2007 - January 2009
Bank of America January 2004 - December 2007
Skills
I have 15 years of..., I have over 20 years..., I am very detail..., I have proven myself to..., Credit, Portfolio Management, Banking, CRM, Leadership, Sales, Wealth Management, Cross Selling, Time Management, Customer Service, Series 63, Deposits, Consumer Lending, Loans, Small Business Lending, Mortgage Lending, Loan Origination, Relationship Management, Retail Banking, Lines Of Credit, Cash Management, Credit Cards, Branch Banking
Education
Trident Technical College 1991 — 1993
n/a, GENERAL EDUCATION
Hot Springs High School 1988 — 1991
College/University Preparatory and Advanced High School/Secondary Diploma Program
Village Millwork Inc August 2013 - Present
Arvest Bank September 2012 - July 2013
Merrill Lynch January 2009 - March 2011
Bank of America December 2007 - January 2009
Bank of America January 2004 - December 2007
Skills
I have 15 years of..., I have over 20 years..., I am very detail..., I have proven myself to..., Credit, Portfolio Management, Banking, CRM, Leadership, Sales, Wealth Management, Cross Selling, Time Management, Customer Service, Series 63, Deposits, Consumer Lending, Loans, Small Business Lending, Mortgage Lending, Loan Origination, Relationship Management, Retail Banking, Lines Of Credit, Cash Management, Credit Cards, Branch Banking
Education
Trident Technical College 1991 — 1993
n/a, GENERAL EDUCATION
Hot Springs High School 1988 — 1991
College/University Preparatory and Advanced High School/Secondary Diploma Program
Tom Zachystal Tom Zachystal's Merrill Lynch Experience October 2000 - June 2001
Job Expatriate Financial Advisor
Industry Investment Management
Experience
Individual Asset Management September 2002 - Present
a U.S. Registered Investment Advisor July 2001 - August 2002
Merrill Lynch October 2000 - June 2001
SEAmagine Hydrospace February 1999 - July 2000
Schlumberger July 1988 - December 1998
Skills
Financial Modeling, Strategic Financial..., Financial Planners, Portfolio Management, Corporate Finance, Asset Allocation, Start-ups, Financial Advisory, Investments, Pensions, Finance, Asset Managment, Tax, High Net Worth..., Due Diligence, Investment Strategies, Private Equity, Asset Management, Retirement, Valuation, Investment Management, Business Development, Financial Analysis
Education
Thunderbird School of Global Management 2006 — 2007
MBA
University of Alberta 1982 — 1986
BSc
Individual Asset Management September 2002 - Present
a U.S. Registered Investment Advisor July 2001 - August 2002
Merrill Lynch October 2000 - June 2001
SEAmagine Hydrospace February 1999 - July 2000
Schlumberger July 1988 - December 1998
Skills
Financial Modeling, Strategic Financial..., Financial Planners, Portfolio Management, Corporate Finance, Asset Allocation, Start-ups, Financial Advisory, Investments, Pensions, Finance, Asset Managment, Tax, High Net Worth..., Due Diligence, Investment Strategies, Private Equity, Asset Management, Retirement, Valuation, Investment Management, Business Development, Financial Analysis
Education
Thunderbird School of Global Management 2006 — 2007
MBA
University of Alberta 1982 — 1986
BSc
Philip Little Philip Little's Merrill Lynch Experience 1994 - 1998
Job
Industry Investment Banking
Experience
Wells Fargo Securities 2005 - Present
UBS Investment Bank 2002 - 2005
Instinet Corporation 1998 - 2002
Merrill Lynch 1994 - 1998
Telstra Australia January 1990 - June 1994
Skills
Capital Markets, Trading, Equities, Electronic Trading, Trading Systems, Derivatives, Asset Management, Portfolio Management, Swaps, Investment Banking, Credit Derivatives, Fixed Income, Securities Lending, Prime Brokerage, Business Analysis, Risk Management, Equity Derivatives, Banking, Back Office, Financial Services, Unix, Foreign Exchange, Sybase, Investments, Market Data
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Securities Industry Institute
FINRA 2007 — 2013
Series 7 and Series 99 certificates
University of Sydney
MBA, Business Administration
University of Technology, Sydney 1993 — 1994
Software Quality Assurance
Trinity College, Dublin 1985 — 1989
BAI in Engineering, BA in Mathematics
Wells Fargo Securities 2005 - Present
UBS Investment Bank 2002 - 2005
Instinet Corporation 1998 - 2002
Merrill Lynch 1994 - 1998
Telstra Australia January 1990 - June 1994
Skills
Capital Markets, Trading, Equities, Electronic Trading, Trading Systems, Derivatives, Asset Management, Portfolio Management, Swaps, Investment Banking, Credit Derivatives, Fixed Income, Securities Lending, Prime Brokerage, Business Analysis, Risk Management, Equity Derivatives, Banking, Back Office, Financial Services, Unix, Foreign Exchange, Sybase, Investments, Market Data
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Securities Industry Institute
FINRA 2007 — 2013
Series 7 and Series 99 certificates
University of Sydney
MBA, Business Administration
University of Technology, Sydney 1993 — 1994
Software Quality Assurance
Trinity College, Dublin 1985 — 1989
BAI in Engineering, BA in Mathematics
Carlos E. Martinez Carlos E. Martinez's Merrill Lynch Experience October 2010 - October 2014
Job Credit Director Latin America at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank October 2014 - Present
Merrill Lynch October 2010 - October 2014
Merrill Lynch January 2010 - October 2014
Merrill Lynch Bank & Trust Co. (Cayman) Ltd. October 2007 - October 2014
Merrill Lynch Bank & Trust Co. (Cayman) Ltd. February 1991 - October 2014
Merrill Lynch September 1988 - October 2014
Republic National Bank of Miami February 1986 - August 1988
Skills
Credit Structuring, New Business Development, Private Banking, Credit Risk, Wealth Management, Banking, LOB Management, Product and Sales..., Investments, Risk Management, Regulatory Compliance, Credit Analysis, Financial Planning, Asset & Liability..., Private Equity, Valuation, FX Options, Financial Services, Portfolio Management, Fixed Income, Financial Markets, Mutual Funds, Financial Advisory, Capital Markets, Financial Analysis, Derivatives, Bonds, Financial Risk, Bloomberg, Securities, Hedge Funds, Relationship Management, Credit, Investment Banking, Commercial Banking, Loans, Retirement Planning, Financial Modeling, Equities, Treasury Management, Corporate Finance, Strategic Financial..., Commercial Lending, Trading, Financial Structuring, Series 7, Asset Management, Finance, Alternative Investments, Investment Advisory
Education
Thunderbird School of Global Management 1985 — 1986
Master of International Management
University of Miami - School of Business 1981 — 1984
Bachelor of Business Administration (BBA)
christopher columbus high school
HSBC Private Bank October 2014 - Present
Merrill Lynch October 2010 - October 2014
Merrill Lynch January 2010 - October 2014
Merrill Lynch Bank & Trust Co. (Cayman) Ltd. October 2007 - October 2014
Merrill Lynch Bank & Trust Co. (Cayman) Ltd. February 1991 - October 2014
Merrill Lynch September 1988 - October 2014
Republic National Bank of Miami February 1986 - August 1988
Skills
Credit Structuring, New Business Development, Private Banking, Credit Risk, Wealth Management, Banking, LOB Management, Product and Sales..., Investments, Risk Management, Regulatory Compliance, Credit Analysis, Financial Planning, Asset & Liability..., Private Equity, Valuation, FX Options, Financial Services, Portfolio Management, Fixed Income, Financial Markets, Mutual Funds, Financial Advisory, Capital Markets, Financial Analysis, Derivatives, Bonds, Financial Risk, Bloomberg, Securities, Hedge Funds, Relationship Management, Credit, Investment Banking, Commercial Banking, Loans, Retirement Planning, Financial Modeling, Equities, Treasury Management, Corporate Finance, Strategic Financial..., Commercial Lending, Trading, Financial Structuring, Series 7, Asset Management, Finance, Alternative Investments, Investment Advisory
Education
Thunderbird School of Global Management 1985 — 1986
Master of International Management
University of Miami - School of Business 1981 — 1984
Bachelor of Business Administration (BBA)
christopher columbus high school
D. Patrick Murphy D. Patrick Murphy's Merrill Lynch Experience September 2012 - December 2012
Job Underwriter at Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group June 2013 - Present
Merrill Lynch September 2012 - December 2012
Investor Group Services (IGS) August 2010 - August 2011
Abbott Personnel Consulting May 2010 - July 2010
NavigatingWork May 2010 - July 2010
Skills
STATA Statistical..., Microsoft Excel, Microsoft Powerpoint, Nonprofits, Due Diligence, Bloomberg Terminal, Strategic Planning, Business Development, Corporate Finance, Economics, Investments, Analysis, Bloomberg, Finance, Analytics, Venture Capital, Private Equity, Macroeconomics, Mergers & Acquisitions, Acting Training, Acting
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (B.S.), Economics, French Literature/Language
The Roxbury Latin School 2002 — 2009
Arch Insurance Group June 2013 - Present
Merrill Lynch September 2012 - December 2012
Investor Group Services (IGS) August 2010 - August 2011
Abbott Personnel Consulting May 2010 - July 2010
NavigatingWork May 2010 - July 2010
Skills
STATA Statistical..., Microsoft Excel, Microsoft Powerpoint, Nonprofits, Due Diligence, Bloomberg Terminal, Strategic Planning, Business Development, Corporate Finance, Economics, Investments, Analysis, Bloomberg, Finance, Analytics, Venture Capital, Private Equity, Macroeconomics, Mergers & Acquisitions, Acting Training, Acting
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (B.S.), Economics, French Literature/Language
The Roxbury Latin School 2002 — 2009
Jeffrey Menard Jeffrey Menard's Merrill Lynch Experience May 2012 - December 2012
Job Financial Analyst at State Street
Industry Accounting
Experience
State Street June 2015 - Present
EY July 2013 - June 2015
Merrill Lynch May 2012 - December 2012
UBS Wealth Management September 2011 - December 2011
Skills
Economics, Financial Modeling, Stata, Econometrics, Macroeconomics, Salesforce.com, Finance, Customer Service, Research
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (BS), Economics
The Governor's Academy 2006 — 2009
State Street June 2015 - Present
EY July 2013 - June 2015
Merrill Lynch May 2012 - December 2012
UBS Wealth Management September 2011 - December 2011
Skills
Economics, Financial Modeling, Stata, Econometrics, Macroeconomics, Salesforce.com, Finance, Customer Service, Research
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (BS), Economics
The Governor's Academy 2006 — 2009
Israel Anteby's Merrill Lynch Experience February 2007 - March 2012
Job Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - Present
Merrill Lynch February 2007 - March 2012
Skills
Retirement Planning, Wealth Management, Series 7, Series 66
Education
Touro College 2004 — 2007
BS, Finance, General
Morgan Stanley Smith Barney March 2012 - Present
Merrill Lynch February 2007 - March 2012
Skills
Retirement Planning, Wealth Management, Series 7, Series 66
Education
Touro College 2004 — 2007
BS, Finance, General
Barry V Blalock Sr, CFSP Barry V Blalock Sr, CFSP's Merrill Lynch Experience July 2010 - October 2012
Job Sr. Product Sales Manager at Frymaster
Industry Hospitality
Experience
Frymaster April 2013 - Present
CREATIVE INNOVATIONS, LLC January 2007 - December 2014
KALFA 2011 - 2013
Merrill Lynch July 2010 - October 2012
River Bend Winery, LLC January 2002 - January 2007
WB Marketing October 1999 - December 2002
Hobart Corporation September 1992 - October 1999
Skills
Public Relations, Advertising, Promotions, Event Management, Financial Planning, Strategic Planning, Marketing Strategy, Customer Relations, Negotiation, Account Management, Sales Management, New Business Development, Business Planning, Event Planning, Small Business, Marketing Communications, Retirement Planning, Portfolio Management, Consultative Selling, Investments, Strategic Financial..., Customer Service, Contract Negotiation, Sales, Entrepreneurship, Marketing, Coaching, Team Building, Selling, Insurance, Sales Operations, Budgets, Time Management, Leadership, Program Management, Management, Business Development, Strategy, Forecasting, Business Strategy, B2B, Finance, Product Development, Pricing, Market Planning, Sales Process, Competitive Analysis, Direct Sales, Cross-functional Team..., Trade Shows
Education
Transylvania University 1973 — 1975
Business
Kentucky Country Day 1965 — 1973
Frymaster April 2013 - Present
CREATIVE INNOVATIONS, LLC January 2007 - December 2014
KALFA 2011 - 2013
Merrill Lynch July 2010 - October 2012
River Bend Winery, LLC January 2002 - January 2007
WB Marketing October 1999 - December 2002
Hobart Corporation September 1992 - October 1999
Skills
Public Relations, Advertising, Promotions, Event Management, Financial Planning, Strategic Planning, Marketing Strategy, Customer Relations, Negotiation, Account Management, Sales Management, New Business Development, Business Planning, Event Planning, Small Business, Marketing Communications, Retirement Planning, Portfolio Management, Consultative Selling, Investments, Strategic Financial..., Customer Service, Contract Negotiation, Sales, Entrepreneurship, Marketing, Coaching, Team Building, Selling, Insurance, Sales Operations, Budgets, Time Management, Leadership, Program Management, Management, Business Development, Strategy, Forecasting, Business Strategy, B2B, Finance, Product Development, Pricing, Market Planning, Sales Process, Competitive Analysis, Direct Sales, Cross-functional Team..., Trade Shows
Education
Transylvania University 1973 — 1975
Business
Kentucky Country Day 1965 — 1973
Alison K Muller Alison K Muller's Merrill Lynch Experience May 2006 - July 2011
Job Major Account Manager, CFO at Island Seafood Transportation, Inc.
Industry Financial Services
Experience
Island Seafood Transportation, Inc. July 2011 - Present
Merrill Lynch May 2006 - July 2011
Smith Barney January 2006 - May 2006
Morgan Stanley 2003 - 2005
Skills
Series 7, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Series 6, Investment Advisory, 401k, Asset Allocation, Fixed Annuities
Education
Towson University 2002 — 2006
Business, Marketing
College of Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor
Dale Carnegie 2007 — 2008
Effective Communications and Human Relations
Personal Training Institute 2003 — 2003
Certified Personal Trainer
Island Seafood Transportation, Inc. July 2011 - Present
Merrill Lynch May 2006 - July 2011
Smith Barney January 2006 - May 2006
Morgan Stanley 2003 - 2005
Skills
Series 7, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Series 6, Investment Advisory, 401k, Asset Allocation, Fixed Annuities
Education
Towson University 2002 — 2006
Business, Marketing
College of Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor
Dale Carnegie 2007 — 2008
Effective Communications and Human Relations
Personal Training Institute 2003 — 2003
Certified Personal Trainer
Stephen Hilbert Stephen Hilbert's Merrill Lynch Experience January 2000 - January 2002
Job Vice President of Distribution at Copperstone Partners
Industry Financial Services
Experience
Copperstone IDF Services October 2014 - Present
Strategic Capital January 2014 - Present
Kineta, Inc. 2013 - Present
Parody Products 2012 - Present
Immusoft Corporation August 2012 - Present
The Rainier Group October 2011 - November 2013
JP Morgan Asset Management September 2009 - August 2011
Charles Schwab September 2002 - October 2009
Dale Carnegie Training 2002 - 2004
Merrill Lynch January 2000 - January 2002
Skills
Investments, Strategic Financial..., Private Equity, Wealth Management, Business Strategy, HAM Radio Technician, Leadership, Business Development, Financial Modeling, Start-ups, Series 7, Strategy, Management, Business Planning, Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Portfolio Management, Asset Managment, Entrepreneurship, Team Leadership, Asset Management, Financial Planning
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Business
University of Washington 1996 — 2000
Bachelor of Arts, Double Major: International Relations and Political Science, US Strategic Foreign Policy
ISB
Copperstone IDF Services October 2014 - Present
Strategic Capital January 2014 - Present
Kineta, Inc. 2013 - Present
Parody Products 2012 - Present
Immusoft Corporation August 2012 - Present
The Rainier Group October 2011 - November 2013
JP Morgan Asset Management September 2009 - August 2011
Charles Schwab September 2002 - October 2009
Dale Carnegie Training 2002 - 2004
Merrill Lynch January 2000 - January 2002
Skills
Investments, Strategic Financial..., Private Equity, Wealth Management, Business Strategy, HAM Radio Technician, Leadership, Business Development, Financial Modeling, Start-ups, Series 7, Strategy, Management, Business Planning, Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Portfolio Management, Asset Managment, Entrepreneurship, Team Leadership, Asset Management, Financial Planning
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Business
University of Washington 1996 — 2000
Bachelor of Arts, Double Major: International Relations and Political Science, US Strategic Foreign Policy
ISB
Jeff Leventhal, CIMA®, CEPA® Jeff Leventhal, CIMA®, CEPA®'s Merrill Lynch Experience 1995 - March 2003
Job Financial Advisor for High Net Worth Individuals and Entrepreneurs | Managing Director & Partner, HighTower Bethesda
Industry Financial Services
Experience
HighTower Bethesda September 2011 - Present
UBS Financial Services, Inc. March 2003 - September 2011
Merrill Lynch 1995 - March 2003
Skills
Asset Allocation, Alternative Investments, Strategic Financial..., Investments, Financial Services, Series 7, Wealth Management, Investment Advisory, Retirement Planning, Hedge Funds, Wealth Management..., Asset Managment, Mutual Funds, Portfolio Management, Securities, Investment Strategies, Series 63, Equities, Financial Advisory, Estate Planning, Fixed Income, Wealth, Finance, Investment Management, High Net Worth...
Education
Towson University 1988 — 1993
BS, Business Administration
HighTower Bethesda September 2011 - Present
UBS Financial Services, Inc. March 2003 - September 2011
Merrill Lynch 1995 - March 2003
Skills
Asset Allocation, Alternative Investments, Strategic Financial..., Investments, Financial Services, Series 7, Wealth Management, Investment Advisory, Retirement Planning, Hedge Funds, Wealth Management..., Asset Managment, Mutual Funds, Portfolio Management, Securities, Investment Strategies, Series 63, Equities, Financial Advisory, Estate Planning, Fixed Income, Wealth, Finance, Investment Management, High Net Worth...
Education
Towson University 1988 — 1993
BS, Business Administration
Yisong Chen, Ph.D. Yisong Chen, Ph.D.'s Merrill Lynch Experience March 2004 - August 2006
Job CEO & President at Pallas Global Futures LLC
Industry Financial Services
Experience
Pallas Global Capital LLC PartnerInvestwideMarch 2012 - Present
Pallas Global Futures LLC August 2006 - Present
Merrill Lynch March 2004 - August 2006
Deutsch Bank October 2001 - March 2004
Credit Suisse First Boston May 1995 - October 2001
Credit Suisse First Boston January 1994 - May 1995
Skills
Fixed Income, Capital Markets, Quantitative Analytics, Financial Modeling, Equity Research, Corporate Finance, Portfolio Management, Hedge Funds, VBA, Equities, Risk Management, Private Equity, Financial Analysis, Venture Capital, Due Diligence, Bloomberg, Investment Banking, Mergers & Acquisitions, Valuation, Derivatives, Credit Derivatives, Investments, Alternative Investments
Education
University of Pennsylvania 1991 — 1994
Ph.D., Systems Science & Engineering
University of Pennsylvania 1989 — 1991
M.Sc., System Science & Engineering
University of Cincinnati 1987 — 1989
Ph.D. Candidate, Aerospace Engineering
Chinese Academy of Space Technology 1982 — 1985
M.Sc., Automatic Control
Tianjin University 1978 — 1982
B.Sc., Electrical Engineering (Automation)
Pallas Global Capital LLC PartnerInvestwideMarch 2012 - Present
Pallas Global Futures LLC August 2006 - Present
Merrill Lynch March 2004 - August 2006
Deutsch Bank October 2001 - March 2004
Credit Suisse First Boston May 1995 - October 2001
Credit Suisse First Boston January 1994 - May 1995
Skills
Fixed Income, Capital Markets, Quantitative Analytics, Financial Modeling, Equity Research, Corporate Finance, Portfolio Management, Hedge Funds, VBA, Equities, Risk Management, Private Equity, Financial Analysis, Venture Capital, Due Diligence, Bloomberg, Investment Banking, Mergers & Acquisitions, Valuation, Derivatives, Credit Derivatives, Investments, Alternative Investments
Education
University of Pennsylvania 1991 — 1994
Ph.D., Systems Science & Engineering
University of Pennsylvania 1989 — 1991
M.Sc., System Science & Engineering
University of Cincinnati 1987 — 1989
Ph.D. Candidate, Aerospace Engineering
Chinese Academy of Space Technology 1982 — 1985
M.Sc., Automatic Control
Tianjin University 1978 — 1982
B.Sc., Electrical Engineering (Automation)
Robert Waldrop Robert Waldrop's Merrill Lynch Experience 2005 - 2005
Job Managing Director, Trade & Customs at KPMG US
Industry Import and Export
Experience
KPMG US November 2014 - Present
EntryPoint Consulting June 2007 - October 2014
Avaya 2005 - 2007
Merrill Lynch 2005 - 2005
Valentino 2004 - 2005
J.P. Morgan 2001 - 2003
Avaya 1998 - 2001
Jones Cyber Solutions 1997 - 1998
CGI 1996 - 1997
Microsoft 1991 - 1994
Skills
SAP GTS, Global Trade, Global Trade Services, Export Controls, International Trade, Import Compliance, SAP, GTM, SPL, Export Control..., Process Design, Project Management, Italian, Global Trade Management, Customs Regulations, Import, Supply Chain Management, ERP, Logistics, Logistics Management, Export, International Logistics, Business Process, Cross-functional Team..., SAP ERP, Supply Chain..., Trade Compliance, Strategic Partnerships, SAP R/3, Materials Management, EDI, Business Process..., Consulting
Education
Thunderbird School of Global Management 1994 — 1995
MBA, Corporate Finance
Metropolitan State University of Denver 1985 — 1988
BS, Computer Science
KPMG US November 2014 - Present
EntryPoint Consulting June 2007 - October 2014
Avaya 2005 - 2007
Merrill Lynch 2005 - 2005
Valentino 2004 - 2005
J.P. Morgan 2001 - 2003
Avaya 1998 - 2001
Jones Cyber Solutions 1997 - 1998
CGI 1996 - 1997
Microsoft 1991 - 1994
Skills
SAP GTS, Global Trade, Global Trade Services, Export Controls, International Trade, Import Compliance, SAP, GTM, SPL, Export Control..., Process Design, Project Management, Italian, Global Trade Management, Customs Regulations, Import, Supply Chain Management, ERP, Logistics, Logistics Management, Export, International Logistics, Business Process, Cross-functional Team..., SAP ERP, Supply Chain..., Trade Compliance, Strategic Partnerships, SAP R/3, Materials Management, EDI, Business Process..., Consulting
Education
Thunderbird School of Global Management 1994 — 1995
MBA, Corporate Finance
Metropolitan State University of Denver 1985 — 1988
BS, Computer Science
J.R. Corradino 3000+'s Merrill Lynch Experience 1999 - 2004
Job Sr. Recruiting Manager
Industry Human Resources
Experience
Holiday Retirement - Fortress Investment Group LLC (NYSE: FIG) April 2011 - Present
Holiday Retirement - Fortress Investment Group LLC (NYSE: FIG) April 2011 - September 2012
Select Staffing - RemX Financial May 2008 - June 2010
AppleOne Employment Services January 2006 - May 2008
Wells Fargo 2004 - 2006
Merrill Lynch 1999 - 2004
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Leadership, Management, Technical Recruiting, New Business Development, Internet Recruiting, College Recruiting, Staffing Services, Contract Recruitment, Temporary Placement, Executive Search, Benefits Negotiation, Human Resources, Employee Relations, Sourcing, Onboarding, Temporary Staffing, Resume Writing, Sales, Sales Operations, Strategy, Interviews, Talent Management, Taleo, Hiring, Permanent Placement, Training, Cold Calling, Performance Management, Relationship Building, Team Building, Employee Training, Employee Benefits, Customer Retention, Coaching, Screening, Screening Resumes
Education
University of Nevada-Las Vegas 1997 — 1999
Trinidad State Junior College 1995 — 1996
Holiday Retirement - Fortress Investment Group LLC (NYSE: FIG) April 2011 - Present
Holiday Retirement - Fortress Investment Group LLC (NYSE: FIG) April 2011 - September 2012
Select Staffing - RemX Financial May 2008 - June 2010
AppleOne Employment Services January 2006 - May 2008
Wells Fargo 2004 - 2006
Merrill Lynch 1999 - 2004
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Leadership, Management, Technical Recruiting, New Business Development, Internet Recruiting, College Recruiting, Staffing Services, Contract Recruitment, Temporary Placement, Executive Search, Benefits Negotiation, Human Resources, Employee Relations, Sourcing, Onboarding, Temporary Staffing, Resume Writing, Sales, Sales Operations, Strategy, Interviews, Talent Management, Taleo, Hiring, Permanent Placement, Training, Cold Calling, Performance Management, Relationship Building, Team Building, Employee Training, Employee Benefits, Customer Retention, Coaching, Screening, Screening Resumes
Education
University of Nevada-Las Vegas 1997 — 1999
Trinidad State Junior College 1995 — 1996
Casey Casella Casey Casella's Merrill Lynch Experience January 2007 - May 2007
Job Sr. Technical Recruiter at C2 Search Group
Industry Staffing and Recruiting
Experience
C2 Search Group, LLC June 2014 - Present
G1440 June 2013 - June 2014
MRIGlobalSearch November 2011 - April 2013
Vail Resorts December 2008 - April 2011
Merrill Lynch January 2007 - May 2007
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Leadership, Management, Marketing, Marketing Strategy, Interviews, Staffing Services, Consulting, Account Management, Networking, Social Media, Internet Recruiting, Business Analysis, Market Research, Online Marketing, Microsoft Excel, Applicant Tracking..., Permanent Placement, CRM, Information Technology, SQL, Social Networking, Team Leadership, HTML, Training, Social Media Marketing, Start-ups, Strategy, Java, Cold Calling, Customer Service, Linux, Business Development, Contract Recruitment, LinkedIn, LinkedIn Recruiter, Salesforce.com, New Business Development, XML, Human Resources, Executive Search, Sales, Screening Resumes, Lead Generation, Analytics, College Recruiting, Employee Relations
Education
Towson University
B.A., Economics
Dulaney High School 2002 — 2003
Loyola Blakefield 1999 — 2002
Univeristy of Georgia
Graduate Certificate, Marketing Research
C2 Search Group, LLC June 2014 - Present
G1440 June 2013 - June 2014
MRIGlobalSearch November 2011 - April 2013
Vail Resorts December 2008 - April 2011
Merrill Lynch January 2007 - May 2007
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Leadership, Management, Marketing, Marketing Strategy, Interviews, Staffing Services, Consulting, Account Management, Networking, Social Media, Internet Recruiting, Business Analysis, Market Research, Online Marketing, Microsoft Excel, Applicant Tracking..., Permanent Placement, CRM, Information Technology, SQL, Social Networking, Team Leadership, HTML, Training, Social Media Marketing, Start-ups, Strategy, Java, Cold Calling, Customer Service, Linux, Business Development, Contract Recruitment, LinkedIn, LinkedIn Recruiter, Salesforce.com, New Business Development, XML, Human Resources, Executive Search, Sales, Screening Resumes, Lead Generation, Analytics, College Recruiting, Employee Relations
Education
Towson University
B.A., Economics
Dulaney High School 2002 — 2003
Loyola Blakefield 1999 — 2002
Univeristy of Georgia
Graduate Certificate, Marketing Research
Patrick Kowalczyk Patrick Kowalczyk's Merrill Lynch Experience May 2011 - August 2011
Job Planning Department Coordinator at Newroads Financial Group
Industry Financial Services
Experience
Newroads Financial Group January 2013 - Present
Heritage Financial Consultants LLC November 2010 - December 2011
Merrill Lynch May 2011 - August 2011
Education
Towson University 2007 — 2011
Newroads Financial Group January 2013 - Present
Heritage Financial Consultants LLC November 2010 - December 2011
Merrill Lynch May 2011 - August 2011
Education
Towson University 2007 — 2011
Andy Arner Andy Arner's Merrill Lynch Experience August 1997 - October 2009
Job Senior Vice President
Industry Marketing and Advertising
Experience
Thinkbigsites.com October 2009 - Present
Merrill Lynch August 1997 - October 2009
Herzog, Heine, and Geduld August 1997 - August 2002
Skills
Management, Sales, Equities, Online Marketing, Marketing Strategy, Marketing
Education
Towson University 2005 — 2009
BA, Communications
Thinkbigsites.com October 2009 - Present
Merrill Lynch August 1997 - October 2009
Herzog, Heine, and Geduld August 1997 - August 2002
Skills
Management, Sales, Equities, Online Marketing, Marketing Strategy, Marketing
Education
Towson University 2005 — 2009
BA, Communications
Sudi Powell Sudi Powell's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7, Series 66
Education
Towson University
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix-Maryland Campus
Master of Arts (M.A.), Organizational Leadership
Merrill Lynch
Skills
Series 7, Series 66
Education
Towson University
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix-Maryland Campus
Master of Arts (M.A.), Organizational Leadership
David Sergeant David Sergeant's Merrill Lynch Experience September 2003 - January 2005
Job President of Washingtonian Appraisals www.WashingtonianAppraisals.com
Industry Fine Art
Experience
Washingtonian Appraisals January 2002 - Present
Sloans & Kenyon, Auctioneers and Appraisers February 2010 - April 2012
Rast & Sergeant Antiques February 2000 - February 2011
Morgan Stanley January 2005 - February 2009
Merrill Lynch September 2003 - January 2005
Skills
Fine Art, Antique Furniture, Modern Furniture, Limited Edition Prints, Lithography, Sterling Silver, Oil Painting, Watercolor, Rugs, Antiques, Antiquities, Ethnography, Asian Art, Ivory, Jade, Sculpture, Bronze Sculpture, Porcelain, Pottery, Ceramic, Oil on Canvas, African Art, Glass, Musical Instruments, Books, Ephemera, Clocks, Chandeliers, Small Arms, Weapons, Tapestry, Vintage Clothing, Wine, Estate Administration, Galleries, Museum Collections, Auctions
Education
Gresham College
Art/Art Studies, General
The Courtauld Institute of Art
Art History, Criticism and Conservation
Towson University
Bachelor of Arts, Fine Arts & International Business
Washingtonian Appraisals January 2002 - Present
Sloans & Kenyon, Auctioneers and Appraisers February 2010 - April 2012
Rast & Sergeant Antiques February 2000 - February 2011
Morgan Stanley January 2005 - February 2009
Merrill Lynch September 2003 - January 2005
Skills
Fine Art, Antique Furniture, Modern Furniture, Limited Edition Prints, Lithography, Sterling Silver, Oil Painting, Watercolor, Rugs, Antiques, Antiquities, Ethnography, Asian Art, Ivory, Jade, Sculpture, Bronze Sculpture, Porcelain, Pottery, Ceramic, Oil on Canvas, African Art, Glass, Musical Instruments, Books, Ephemera, Clocks, Chandeliers, Small Arms, Weapons, Tapestry, Vintage Clothing, Wine, Estate Administration, Galleries, Museum Collections, Auctions
Education
Gresham College
Art/Art Studies, General
The Courtauld Institute of Art
Art History, Criticism and Conservation
Towson University
Bachelor of Arts, Fine Arts & International Business
Robert E. Lamb Jr Robert E. Lamb Jr's Merrill Lynch Experience May 2005 - March 2008
Job Retirement Plan Communication Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
Bank of America Merrill Lynch March 2008 - Present
Merrill Lynch May 2005 - March 2008
Merrill Lynch March 2005 - March 2008
Merrill Lynch March 1997 - March 2005
Sun Federal Credit Union 1994 - 1997
Northeast Savings 1987 - 1992
Papa Gino's 1985 - 1992
Skills
Product Management, Equity compensation..., Participant education, Retirement, 401k, Customer Relations, Retirement Services, Product Development, Sales Support, Series 7, Effective Communications, Series 66
Education
Trent University 1981 — 1985
BA-Honors, Political Science
University of Pennsylvania 1980 — 1981
Physics
Prudential Financial July 2015 - Present
Bank of America Merrill Lynch March 2008 - Present
Merrill Lynch May 2005 - March 2008
Merrill Lynch March 2005 - March 2008
Merrill Lynch March 1997 - March 2005
Sun Federal Credit Union 1994 - 1997
Northeast Savings 1987 - 1992
Papa Gino's 1985 - 1992
Skills
Product Management, Equity compensation..., Participant education, Retirement, 401k, Customer Relations, Retirement Services, Product Development, Sales Support, Series 7, Effective Communications, Series 66
Education
Trent University 1981 — 1985
BA-Honors, Political Science
University of Pennsylvania 1980 — 1981
Physics
Ike Onyewu Ike Onyewu's Merrill Lynch Experience June 2011 - September 2011
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton July 2014 - Present
Booz Allen Hamilton May 2013 - June 2014
Morgan Stanley March 2012 - May 2013
Thompson Creek September 2011 - February 2012
Merrill Lynch June 2011 - September 2011
Towson University August 2009 - July 2010
Bank of America July 2007 - February 2008
Skills
Analysis, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Strategy, Microsoft Office, SAP, Report Writing, Conflict Resolution, SPSS, Peachtree, Budgets, Time Management, Financial Analysis, Public Speaking, Customer Service, Management, Research, Social Media
Education
Towson University 2008 — 2011
B.A, Finance
Booz Allen Hamilton July 2014 - Present
Booz Allen Hamilton May 2013 - June 2014
Morgan Stanley March 2012 - May 2013
Thompson Creek September 2011 - February 2012
Merrill Lynch June 2011 - September 2011
Towson University August 2009 - July 2010
Bank of America July 2007 - February 2008
Skills
Analysis, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Strategy, Microsoft Office, SAP, Report Writing, Conflict Resolution, SPSS, Peachtree, Budgets, Time Management, Financial Analysis, Public Speaking, Customer Service, Management, Research, Social Media
Education
Towson University 2008 — 2011
B.A, Finance
Patrick McDavitt Patrick McDavitt's Merrill Lynch Experience June 2011 - August 2011
Job Junior Broker at TFSICAP
Industry Financial Services
Experience
Tradition July 2014 - Present
Frenkel & Co. April 2013 - June 2014
The Hibbert Group January 2012 - April 2013
Merrill Lynch June 2011 - August 2011
Merrill Lynch June 2010 - June 2010
Skills
Accounts Receivable, Accounting, Account Management, Auditing, Microsoft Office, Financial Analysis, Customer Relations, Business Process..., Direct Sales, Outlook
Education
Towson University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Tradition July 2014 - Present
Frenkel & Co. April 2013 - June 2014
The Hibbert Group January 2012 - April 2013
Merrill Lynch June 2011 - August 2011
Merrill Lynch June 2010 - June 2010
Skills
Accounts Receivable, Accounting, Account Management, Auditing, Microsoft Office, Financial Analysis, Customer Relations, Business Process..., Direct Sales, Outlook
Education
Towson University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Christopher Wienecke Christopher Wienecke's Merrill Lynch Experience June 2012 - May 2013
Job Regional Bank Private Banker
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Merrill Lynch June 2012 - May 2013
Dawson James Securities October 2010 - June 2012
Long & Foster Companies January 2007 - November 2010
Skills
Financial Advisory, Investment Banking, Investments, Banking, Retirement
Education
Towson University 2009 — 2011
B.A, Finance
University of Baltimore 2007 — 2009
Finance
Wells Fargo June 2013 - Present
Merrill Lynch June 2012 - May 2013
Dawson James Securities October 2010 - June 2012
Long & Foster Companies January 2007 - November 2010
Skills
Financial Advisory, Investment Banking, Investments, Banking, Retirement
Education
Towson University 2009 — 2011
B.A, Finance
University of Baltimore 2007 — 2009
Finance
Eric Stein Eric Stein's Merrill Lynch Experience 1998 - 2006
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management June 2013 - Present
SunTrust Bank 2006 - 2013
Merrill Lynch 1998 - 2006
Home Savings of America 1993 - 1998
T. Rowe Price 1985 - 1993
Skills
Investment Management, Strategic Financial..., Consumer Lending, Commercial Lending, Fixed Annuities, Variable Annuities, Series 63, Series 7, Asset Allocation, Financial Planning, Wealth Management...
Education
Towson University 1981 — 1984
BS, Mass Communication/Media Studies
The Florida Bankers Trust School 2010 — 2012
Trust Certification, Trusts, Wills & Estates
BNY Mellon Wealth Management June 2013 - Present
SunTrust Bank 2006 - 2013
Merrill Lynch 1998 - 2006
Home Savings of America 1993 - 1998
T. Rowe Price 1985 - 1993
Skills
Investment Management, Strategic Financial..., Consumer Lending, Commercial Lending, Fixed Annuities, Variable Annuities, Series 63, Series 7, Asset Allocation, Financial Planning, Wealth Management...
Education
Towson University 1981 — 1984
BS, Mass Communication/Media Studies
The Florida Bankers Trust School 2010 — 2012
Trust Certification, Trusts, Wills & Estates
Roger Drechsler Roger Drechsler's Merrill Lynch Experience 2004 - 2005
Job VP Sales & Service Officer at BB&T
Industry Banking
Experience
BB&T July 2014 - Present
SunTrust Bank November 2013 - July 2014
Bank of North Carolina June 2013 - November 2013
BB&T February 2011 - May 2013
Wachovia, A Wells Fargo Company May 2010 - October 2010
The Columbia Bank June 2005 - October 2009
Merrill Lynch 2004 - 2005
K Bank [formerly Key Bank & Trust] 1998 - 2004
MD - Department of Business & Economic Development 1990 - 1998
1st National Bank of MD [then Allfirst now M&T] 1986 - 1990
Skills
Credit, Financial Analysis, Banking, Underwriting, Credit Analysis, Commercial Lending, Risk Management, Commercial Banking, Portfolio Management, Loans, Credit Risk, Risk, Cash Flow, Small Business Lending, Budgeting, Financial Management, Asset Based Lending, Commercial Credit, Business Analysis, Lines Of Credit, Commercial Mortgages, Risk Mitigation, Real Estate Finance, Finance, Consumer Lending, Treasury Management, Loan Origination
Education
Towson University 1976 — 1980
BS - Business Administration
St. Paul's School 1970 — 1976
BB&T July 2014 - Present
SunTrust Bank November 2013 - July 2014
Bank of North Carolina June 2013 - November 2013
BB&T February 2011 - May 2013
Wachovia, A Wells Fargo Company May 2010 - October 2010
The Columbia Bank June 2005 - October 2009
Merrill Lynch 2004 - 2005
K Bank [formerly Key Bank & Trust] 1998 - 2004
MD - Department of Business & Economic Development 1990 - 1998
1st National Bank of MD [then Allfirst now M&T] 1986 - 1990
Skills
Credit, Financial Analysis, Banking, Underwriting, Credit Analysis, Commercial Lending, Risk Management, Commercial Banking, Portfolio Management, Loans, Credit Risk, Risk, Cash Flow, Small Business Lending, Budgeting, Financial Management, Asset Based Lending, Commercial Credit, Business Analysis, Lines Of Credit, Commercial Mortgages, Risk Mitigation, Real Estate Finance, Finance, Consumer Lending, Treasury Management, Loan Origination
Education
Towson University 1976 — 1980
BS - Business Administration
St. Paul's School 1970 — 1976
Jim Betzig Jim Betzig's Merrill Lynch Experience January 1994 - January 2012
Job COO at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) January 2012 - Present
Merrill Lynch January 1994 - January 2012
Skills
Business Development, Strategic Planning, New Business Development, Operations Management, Management Consulting
Education
Trinity College-Hartford 1991 — 1994
Bachelor of Arts (BA), Economics and History
Beirne Wealth Consulting (BWC) January 2012 - Present
Merrill Lynch January 1994 - January 2012
Skills
Business Development, Strategic Planning, New Business Development, Operations Management, Management Consulting
Education
Trinity College-Hartford 1991 — 1994
Bachelor of Arts (BA), Economics and History
Christopher Dubyak Christopher Dubyak's Merrill Lynch Experience August 2010 - November 2012
Job Investment Banking Associate at Bowen Advisors
Industry Investment Banking
Experience
Bowen Advisors September 2014 - Present
Bowen Advisors November 2012 - September 2014
Merrill Lynch August 2010 - November 2012
Blue Ribbon Fish Processing Company May 2009 - August 2010
Skills
PowerPoint, Financial Modeling, Valuation, Economics, Bloomberg Terminal, Series 7, Microsoft Excel, Capital Markets, Investment Banking, Mergers & Acquisitions, Private Placements, Capital IQ, Venture Capital, Private Equity, Industry Research, Business Analysis, Teasers, M&A Modeling, Due Diligence, Virtual Data Rooms, Series 66, Equity Research, Bloomberg, Alternative Investments, Hedge Funds, Corporate Finance
Education
Trinity College-Hartford 2006 — 2010
B.S., Economics
The Kiski School 2005 — 2006
Post-Graduate Year
University School 1992 — 2005
High School
Bowen Advisors September 2014 - Present
Bowen Advisors November 2012 - September 2014
Merrill Lynch August 2010 - November 2012
Blue Ribbon Fish Processing Company May 2009 - August 2010
Skills
PowerPoint, Financial Modeling, Valuation, Economics, Bloomberg Terminal, Series 7, Microsoft Excel, Capital Markets, Investment Banking, Mergers & Acquisitions, Private Placements, Capital IQ, Venture Capital, Private Equity, Industry Research, Business Analysis, Teasers, M&A Modeling, Due Diligence, Virtual Data Rooms, Series 66, Equity Research, Bloomberg, Alternative Investments, Hedge Funds, Corporate Finance
Education
Trinity College-Hartford 2006 — 2010
B.S., Economics
The Kiski School 2005 — 2006
Post-Graduate Year
University School 1992 — 2005
High School
Jackie Yarnell Jackie Yarnell's Merrill Lynch Experience June 2004 - December 2004
Job Sales & Marketing Representative
Industry Real Estate
Experience
Ryan Homes January 2011 - Present
Ryan Homes December 2010 - Present
Merrill Lynch June 2004 - December 2004
Skills
Research, Creative Problem Solving, Real Estate, Contract Negotiation, Creative Marketing..., Organized
Education
Towson University 2001 — 2005
Bachelors of Science, Business Administration-Marketing Concentration
Towson University 2001 — 2005
BS, Business Administration, Marketing concentration
Ryan Homes January 2011 - Present
Ryan Homes December 2010 - Present
Merrill Lynch June 2004 - December 2004
Skills
Research, Creative Problem Solving, Real Estate, Contract Negotiation, Creative Marketing..., Organized
Education
Towson University 2001 — 2005
Bachelors of Science, Business Administration-Marketing Concentration
Towson University 2001 — 2005
BS, Business Administration, Marketing concentration
Brian J. Rosso's Merrill Lynch Experience August 1994 - January 1999
Job Enabling Organizations to Profit from All of their Data
Industry Computer Software
Experience
Cloudera July 2014 - Present
IBM September 2011 - July 2014
ProTrak International June 2007 - September 2011
InterDesign April 2003 - June 2007
Mentor Graphics September 2001 - April 2003
Solid Information Technology June 2000 - September 2001
Morgan Stanley January 1999 - May 2000
Merrill Lynch August 1994 - January 1999
Skills
Enterprise Software..., Web Customer Experience, Mobile Cust Experience, SaaS, Mobile Applications, A/B testing, New Business Development, Analytics, Business Intelligence, Big Data, Demand Generation, Territory..., Consultative Selling..., Conversion Optimization, E-commerce, M-commerce, User Experience, Usability, Mobile/ Web..., Social Media, Start-ups, Mobile Technology, Enterprise Software
Education
Towson University 1990 — 1994
BS, Accounting
DALE CARNEGIE & MILLER HEIMAN
Professional Business Development / Sales Management
Merrill Lynch
Certified Financial Manager, Finance
University of California, Santa Cruz
Certificate, Network Management
Cloudera July 2014 - Present
IBM September 2011 - July 2014
ProTrak International June 2007 - September 2011
InterDesign April 2003 - June 2007
Mentor Graphics September 2001 - April 2003
Solid Information Technology June 2000 - September 2001
Morgan Stanley January 1999 - May 2000
Merrill Lynch August 1994 - January 1999
Skills
Enterprise Software..., Web Customer Experience, Mobile Cust Experience, SaaS, Mobile Applications, A/B testing, New Business Development, Analytics, Business Intelligence, Big Data, Demand Generation, Territory..., Consultative Selling..., Conversion Optimization, E-commerce, M-commerce, User Experience, Usability, Mobile/ Web..., Social Media, Start-ups, Mobile Technology, Enterprise Software
Education
Towson University 1990 — 1994
BS, Accounting
DALE CARNEGIE & MILLER HEIMAN
Professional Business Development / Sales Management
Merrill Lynch
Certified Financial Manager, Finance
University of California, Santa Cruz
Certificate, Network Management
Philippe Lannelongue, MBA, MSHCM Philippe Lannelongue, MBA, MSHCM's Merrill Lynch Experience June 2012 - June 2013
Job Manager Of Sales Operations at Humana
Industry Insurance
Experience
Humana June 2013 - Present
Our Lady of Holy Cross College October 2011 - Present
Merrill Lynch June 2012 - June 2013
P&S Consulting March 2011 - June 2012
Target June 2009 - February 2011
Capital High Tech - Conseil en management de l'innovation September 2004 - December 2008
KXIOP September 2004 - December 2008
The University of Arizona July 2002 - July 2004
Sunquest Information Systems January 2000 - June 2002
UnitedHealth Group January 1995 - June 2000
Skills
Strategy, Management Consulting, Business Planning, Marketing Strategy, Business Development, Strategic Planning, Market Research, Leadership, Process Improvement, Healthcare, Business Strategy, Management, Analysis, Forecasting, Launch Of New Products, Operations Management, Budgets, Marketing, Innovation Consulting, Product Development, Product Management, Competitive Analysis, Marketing Management, Change Management, Contract Negotiation, Marketing Communications, Program Management, Cross-functional Team..., Recruiting, B2B, Risk Management, Sales, Product Launch, Strategy Development, Coaching, Process Engineering, Cost Management, New Product Ideation, Innovation Management, Six Sigma, Health Care Marketing, Business Valuation, Income Statement, Start-ups, Business Process..., Negotiation, Sales Management, Finance, Team Building, Consulting
Education
University of New Orleans 2009 — 2010
MS, Health Care Management
University of New Orleans 1992 — 1994
MBA, International Trade
Toulouse Business School 1988 — 1991
Bachelor, Marketing
Humana June 2013 - Present
Our Lady of Holy Cross College October 2011 - Present
Merrill Lynch June 2012 - June 2013
P&S Consulting March 2011 - June 2012
Target June 2009 - February 2011
Capital High Tech - Conseil en management de l'innovation September 2004 - December 2008
KXIOP September 2004 - December 2008
The University of Arizona July 2002 - July 2004
Sunquest Information Systems January 2000 - June 2002
UnitedHealth Group January 1995 - June 2000
Skills
Strategy, Management Consulting, Business Planning, Marketing Strategy, Business Development, Strategic Planning, Market Research, Leadership, Process Improvement, Healthcare, Business Strategy, Management, Analysis, Forecasting, Launch Of New Products, Operations Management, Budgets, Marketing, Innovation Consulting, Product Development, Product Management, Competitive Analysis, Marketing Management, Change Management, Contract Negotiation, Marketing Communications, Program Management, Cross-functional Team..., Recruiting, B2B, Risk Management, Sales, Product Launch, Strategy Development, Coaching, Process Engineering, Cost Management, New Product Ideation, Innovation Management, Six Sigma, Health Care Marketing, Business Valuation, Income Statement, Start-ups, Business Process..., Negotiation, Sales Management, Finance, Team Building, Consulting
Education
University of New Orleans 2009 — 2010
MS, Health Care Management
University of New Orleans 1992 — 1994
MBA, International Trade
Toulouse Business School 1988 — 1991
Bachelor, Marketing
Randy Gretz's Merrill Lynch Experience May 2007 - July 2007
Job Product Manager at Gilt.com
Industry Information Technology and Services
Experience
Gilt.com May 2015 - Present
Gilt Groupe July 2011 - Present
Gilt Groupe July 2010 - July 2011
Child Development Center of the Hamptons July 2009 - August 2009
CROYA June 2008 - August 2008
The Institute of Political Ecology October 2007 - December 2007
Merrill Lynch May 2007 - July 2007
Dayton Ritz & Osborne July 2006 - August 2006
J.Crew June 2005 - August 2005
Skills
Business Analysis, E-commerce, Research, Fundraising, Analysis, Social Media, Quality Assurance, HTML, SQL, Nonprofits, Mobile Devices, Java, Team Leadership
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Arts, Economics
Gilt.com May 2015 - Present
Gilt Groupe July 2011 - Present
Gilt Groupe July 2010 - July 2011
Child Development Center of the Hamptons July 2009 - August 2009
CROYA June 2008 - August 2008
The Institute of Political Ecology October 2007 - December 2007
Merrill Lynch May 2007 - July 2007
Dayton Ritz & Osborne July 2006 - August 2006
J.Crew June 2005 - August 2005
Skills
Business Analysis, E-commerce, Research, Fundraising, Analysis, Social Media, Quality Assurance, HTML, SQL, Nonprofits, Mobile Devices, Java, Team Leadership
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Arts, Economics
Christine Sci Christine Sci's Merrill Lynch Experience January 2014 - April 2014
Job Portfolio Adminstrator at Cohen & Steers
Industry Management Consulting
Experience
Cohen & Steers June 2014 - Present
Merrill Lynch January 2014 - April 2014
Bench-USA May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Teamwork, Research, Time Management, Outlook, Customer Service, Financial Analysis, Social Media, Social Networking, Marketing, Market Research, Windows, Management, Event Management, Telephone Skills, Salesforce.com, SharePoint, Wholesale
Education
Towson University 2010 — 2014
Cohen & Steers June 2014 - Present
Merrill Lynch January 2014 - April 2014
Bench-USA May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Teamwork, Research, Time Management, Outlook, Customer Service, Financial Analysis, Social Media, Social Networking, Marketing, Market Research, Windows, Management, Event Management, Telephone Skills, Salesforce.com, SharePoint, Wholesale
Education
Towson University 2010 — 2014
Anthony Rosso Anthony Rosso's Merrill Lynch Experience June 2001 - September 2001
Job Realtor at RE/MAX Leading Edge
Industry Real Estate
Experience
RE/MAX Leading Edge February 2013 - Present
Bella Casa Marketing LLC April 2012 - Present
Long & Foster Companies January 2002 - July 2010
Merrill Lynch June 2001 - September 2001
Skills
Sellers, Photography, Advertising, Listings, Brochures, Video, Investments, Real Estate, Marketing, Selling, Marketing Strategy, Social Media Marketing, Customer Service, Public Speaking, Relocation, Referrals, Social Media, Buyer Representation, First Time Home Buyers, Short Sales, Foreclosures, Investors, Single Family Homes
Education
Towson University 1998 — 2001
Bachelor of Science (BS), Business Administration and Management, Finance
University of Maryland College Park 1996 — 1998
Mechanical Engineering
RE/MAX Leading Edge February 2013 - Present
Bella Casa Marketing LLC April 2012 - Present
Long & Foster Companies January 2002 - July 2010
Merrill Lynch June 2001 - September 2001
Skills
Sellers, Photography, Advertising, Listings, Brochures, Video, Investments, Real Estate, Marketing, Selling, Marketing Strategy, Social Media Marketing, Customer Service, Public Speaking, Relocation, Referrals, Social Media, Buyer Representation, First Time Home Buyers, Short Sales, Foreclosures, Investors, Single Family Homes
Education
Towson University 1998 — 2001
Bachelor of Science (BS), Business Administration and Management, Finance
University of Maryland College Park 1996 — 1998
Mechanical Engineering
Ford Traff Ford Traff's Merrill Lynch Experience May 2012 - August 2012
Job Wealth Management Intern
Industry
Experience
U.S. Bank May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Northland Securities May 2011 - June 2011
Skills
Financial Modeling
Education
- 2012 — 2016
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
The Hotchkiss School 2011 — 2012
The Blake School 2000 — 2011
U.S. Bank May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Northland Securities May 2011 - June 2011
Skills
Financial Modeling
Education
- 2012 — 2016
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
The Hotchkiss School 2011 — 2012
The Blake School 2000 — 2011
Sarah Lile Sarah Lile's Merrill Lynch Experience December 2014 - Present
Job Legal Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Hendershot Financial Group July 2011 - December 2014
T. Rowe Price January 2007 - March 2009
T. Rowe Price February 2005 - January 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Banking, Time Management, Outlook, Team Leadership, Financial Analysis, Social Media, Marketing
Education
University of Maryland University College 2002 — 2007
Towson University 1999 — 2002
Merrill Lynch December 2014 - Present
Hendershot Financial Group July 2011 - December 2014
T. Rowe Price January 2007 - March 2009
T. Rowe Price February 2005 - January 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Banking, Time Management, Outlook, Team Leadership, Financial Analysis, Social Media, Marketing
Education
University of Maryland University College 2002 — 2007
Towson University 1999 — 2002
Xiaomeng Yang Xiaomeng Yang's Merrill Lynch Experience September 2012 - February 2013
Job Business Analyst at Sony Network Entertainment Int'l (SNEI)
Industry Entertainment
Experience
Sony Network Entertainment Int'l (SNEI) April 2014 - Present
Merrill Lynch September 2012 - February 2013
Tianjin Free Trade Zone And Airport Economic Area June 2012 - August 2012
AIESEC June 2010 - September 2010
McKinsey & Company June 2009 - September 2009
Skills
Stata, Data Analysis, Business Analysis, Microsoft Office, Operations Management, Microsoft SQL Server, Management Consulting, PowerPoint/Excel, SAP Business Objects, Tableau, SPSS, Microstrategy, Oracle SQL
Education
University of California, San Diego 2011 — 2013
MPIA,International Management and International Development, with a focus on China., International Relations and Affairs
Tianjin Foreign Studies University 2008 — 2011
Bachelor's degree, International Finance
Tianjin Foreign Studies University 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Sony Network Entertainment Int'l (SNEI) April 2014 - Present
Merrill Lynch September 2012 - February 2013
Tianjin Free Trade Zone And Airport Economic Area June 2012 - August 2012
AIESEC June 2010 - September 2010
McKinsey & Company June 2009 - September 2009
Skills
Stata, Data Analysis, Business Analysis, Microsoft Office, Operations Management, Microsoft SQL Server, Management Consulting, PowerPoint/Excel, SAP Business Objects, Tableau, SPSS, Microstrategy, Oracle SQL
Education
University of California, San Diego 2011 — 2013
MPIA,International Management and International Development, with a focus on China., International Relations and Affairs
Tianjin Foreign Studies University 2008 — 2011
Bachelor's degree, International Finance
Tianjin Foreign Studies University 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
Anne Briglia, CFA Anne Briglia, CFA's Merrill Lynch Experience 1986 - 1991
Job Senior fixed income strategist
Industry Financial Services
Experience
Chase Collegiate School 2010 - 2013
UBS Financial Services June 2004 - June 2012
Prudential Financial 2000 - 2004
Prudential Financial 1996 - 2000
Prudential Financial 1991 - 1996
Merrill Lynch 1986 - 1991
Skills
Fixed Income, Bloomberg, Series 7, Capital Markets, Equities, Investments, Asset Management, Financial Markets, Portfolio Management, Emerging Markets, Bonds, Wealth Management, Financial Advisory, Securities
Education
Trinity College-Hartford
Bachelor of Arts (BA), Economics
The College of William and Mary
Master of Business Administration (MBA)
Chase Collegiate School 2010 - 2013
UBS Financial Services June 2004 - June 2012
Prudential Financial 2000 - 2004
Prudential Financial 1996 - 2000
Prudential Financial 1991 - 1996
Merrill Lynch 1986 - 1991
Skills
Fixed Income, Bloomberg, Series 7, Capital Markets, Equities, Investments, Asset Management, Financial Markets, Portfolio Management, Emerging Markets, Bonds, Wealth Management, Financial Advisory, Securities
Education
Trinity College-Hartford
Bachelor of Arts (BA), Economics
The College of William and Mary
Master of Business Administration (MBA)
Ilicia Silverman Ilicia Silverman's Merrill Lynch Experience 1998 - 2001
Job Sales Director Hedge Fund Asset Servicing at SunGard
Industry Banking
Experience
SunGard September 2015 - Present
EY September 2013 - August 2015
Avalon Lake Partners LLC (Formerly WTP Advisors) September 2012 - August 2013
WTP Advisors October 2011 - September 2012
Credit Suisse 2007 - 2011
SunGard 2005 - 2007
Global Investment Systems 2003 - 2005
Financial Models Co. 2001 - 2003
Merrill Lynch 1998 - 2001
Cantor Fitzgerald 1993 - 1998
Skills
Business Development, Direct Sales, FINRA, Hedge Funds, Operational Due..., Alternative Investments, Equities, Technology, Systems, Fixed Income, Marketing, Derivatives, Portfolio Management, Outsourcing, Financial Markets, Capital Markets, Trading Systems, Prime Brokerage, Investments, Mergers & Acquisitions, Asset Management, Start-ups, Electronic Trading, Trading, Financial Services, Finance, Financial Modeling
Education
Trinity College-Hartford 1988 — 1992
Bachelor of Arts
Stuyvesant High School 1984 — 1988
VCS
SunGard September 2015 - Present
EY September 2013 - August 2015
Avalon Lake Partners LLC (Formerly WTP Advisors) September 2012 - August 2013
WTP Advisors October 2011 - September 2012
Credit Suisse 2007 - 2011
SunGard 2005 - 2007
Global Investment Systems 2003 - 2005
Financial Models Co. 2001 - 2003
Merrill Lynch 1998 - 2001
Cantor Fitzgerald 1993 - 1998
Skills
Business Development, Direct Sales, FINRA, Hedge Funds, Operational Due..., Alternative Investments, Equities, Technology, Systems, Fixed Income, Marketing, Derivatives, Portfolio Management, Outsourcing, Financial Markets, Capital Markets, Trading Systems, Prime Brokerage, Investments, Mergers & Acquisitions, Asset Management, Start-ups, Electronic Trading, Trading, Financial Services, Finance, Financial Modeling
Education
Trinity College-Hartford 1988 — 1992
Bachelor of Arts
Stuyvesant High School 1984 — 1988
VCS
Stacey LaPlante Stacey LaPlante's Merrill Lynch Experience 2005 - 2008
Job President, Angry Onë
Industry Consumer Goods
Experience
Angry Onë 2008 - Present
Merrill Lynch 2005 - 2008
Slimeline Manufacturing, Inc 2002 - 2004
CDI Engineering Services 2001 - 2002
Education
Thunderbird School of Global Management 2000 — 2002
MBA, International Business
Northern Arizona University 1988 — 1990
BS Science/Education
University of Arizona 1986 — 1988
Pre-med
Angry Onë 2008 - Present
Merrill Lynch 2005 - 2008
Slimeline Manufacturing, Inc 2002 - 2004
CDI Engineering Services 2001 - 2002
Education
Thunderbird School of Global Management 2000 — 2002
MBA, International Business
Northern Arizona University 1988 — 1990
BS Science/Education
University of Arizona 1986 — 1988
Pre-med
Frederick Hadlow's Merrill Lynch Experience January 2011 - November 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Merrill Lynch January 2011 - November 2012
TIMKEN COMPANY September 2008 - January 2011
Sonnax Industries November 2002 - June 2008
WELLMAN PRODUCTS GROUP, Division of Hawk Corporation March 2000 - November 2002
The Stanley Works July 1995 - April 2000
Fidelity Investments January 1991 - January 1994
Skills
Cross-functional Team..., Leadership, Business Planning, Management, Product Development, Strategic Planning, Market Research, Financial Analysis, Manufacturing, Marketing, Mergers & Acquisitions, Financial Modeling, Risk Management, Business Strategy, Sales, Retirement Solutions
Education
Thunderbird School of Global Management 1994 — 1995
MBA, Marketing
Trinity College 1987 — 1991
Bachelor of Arts, Double; Economics and Spanish
Trinity College-Hartford 1987 — 1991
BS, Economics and Spanish
Wells Fargo Advisors November 2012 - Present
Merrill Lynch January 2011 - November 2012
TIMKEN COMPANY September 2008 - January 2011
Sonnax Industries November 2002 - June 2008
WELLMAN PRODUCTS GROUP, Division of Hawk Corporation March 2000 - November 2002
The Stanley Works July 1995 - April 2000
Fidelity Investments January 1991 - January 1994
Skills
Cross-functional Team..., Leadership, Business Planning, Management, Product Development, Strategic Planning, Market Research, Financial Analysis, Manufacturing, Marketing, Mergers & Acquisitions, Financial Modeling, Risk Management, Business Strategy, Sales, Retirement Solutions
Education
Thunderbird School of Global Management 1994 — 1995
MBA, Marketing
Trinity College 1987 — 1991
Bachelor of Arts, Double; Economics and Spanish
Trinity College-Hartford 1987 — 1991
BS, Economics and Spanish
Ronald Campbell's Merrill Lynch Experience November 2009 - January 2011
Job Campbell Insurance & Investments
Industry Insurance
Experience
Campbell Insurance & investments January 2015 - Present
Merrill Lynch November 2009 - January 2011
CUES, Inc. January 2000 - November 2003
Skills
Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, Strategic Financial..., Strategic Planning, Wealth Management, Asset Management, Budgets, Customer Service, Financial Analysis, Alternative Investments, Asset Allocation, Employee Benefits, Financial Modeling, Long-term Care, Retirement Planning, Sales, Small Business, Negotiation, Insurance, Financial Planning
Education
Towson University 1977 — 1980
BS, Business Administration
Towson University 1977 — 1980
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Campbell Insurance & investments January 2015 - Present
Merrill Lynch November 2009 - January 2011
CUES, Inc. January 2000 - November 2003
Skills
Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, Strategic Financial..., Strategic Planning, Wealth Management, Asset Management, Budgets, Customer Service, Financial Analysis, Alternative Investments, Asset Allocation, Employee Benefits, Financial Modeling, Long-term Care, Retirement Planning, Sales, Small Business, Negotiation, Insurance, Financial Planning
Education
Towson University 1977 — 1980
BS, Business Administration
Towson University 1977 — 1980
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Marie Spearman Marie Spearman's Merrill Lynch Experience June 2007 - October 2008
Job Accountant at CaseMason Filling
Industry Financial Services
Experience
Case-Mason Filling May 2011 - Present
Quail Run Eldercare April 2010 - May 2011
Spearman Services January 2009 - May 2009
Merrill Lynch June 2007 - October 2008
Allstate Floors & Construction May 2003 - June 2007
Michael Freilich & Associates October 2002 - March 2003
Morgan State University July 2001 - September 2002
Skills
Asset Allocation, Risk Assessment, Retirement Planning, Endowments, Strategic Planning, Entrepreneurship, Sustainability, Non-profits, Financial Analysis, Management Consulting, Business Strategy, Business Development
Education
College of Notre Dame of MD 2003 — 2010
MBA, Management
Towson University 1999 — 2006
BS, Accounting
Case-Mason Filling May 2011 - Present
Quail Run Eldercare April 2010 - May 2011
Spearman Services January 2009 - May 2009
Merrill Lynch June 2007 - October 2008
Allstate Floors & Construction May 2003 - June 2007
Michael Freilich & Associates October 2002 - March 2003
Morgan State University July 2001 - September 2002
Skills
Asset Allocation, Risk Assessment, Retirement Planning, Endowments, Strategic Planning, Entrepreneurship, Sustainability, Non-profits, Financial Analysis, Management Consulting, Business Strategy, Business Development
Education
College of Notre Dame of MD 2003 — 2010
MBA, Management
Towson University 1999 — 2006
BS, Accounting
Gillian Rada Gillian Rada's Merrill Lynch Experience February 2014 - February 2015
Job PMO Coordinator at Laureate International Universities
Industry Marketing and Advertising
Experience
Laureate International Universities May 2015 - July 2015
Merrill Lynch February 2014 - February 2015
What's Up Publishing Group Inc. October 2013 - December 2013
Skills
Press Releases, Social Networking, Public Relations, Social Media, Media Relations, Marketing Communications, Copywriting, Crisis Communications, Marketing, Content Strategy, Facebook, Community Outreach, Publicity, Strategic Communications, Advertising
Education
Towson University 2010 — 2013
Bachelor's degree, Advertising and Public Relations
Easton High School 2005 — 2009
Laureate International Universities May 2015 - July 2015
Merrill Lynch February 2014 - February 2015
What's Up Publishing Group Inc. October 2013 - December 2013
Skills
Press Releases, Social Networking, Public Relations, Social Media, Media Relations, Marketing Communications, Copywriting, Crisis Communications, Marketing, Content Strategy, Facebook, Community Outreach, Publicity, Strategic Communications, Advertising
Education
Towson University 2010 — 2013
Bachelor's degree, Advertising and Public Relations
Easton High School 2005 — 2009
Christopher Parlapiano's Merrill Lynch Experience 2007 - 2011
Job Senior Consultant at SunGard
Industry Financial Services
Experience
SunGard 2015 - Present
BlueMountain Capital Management 2014 - 2015
J.P. Morgan 2011 - 2014
Merrill Lynch 2007 - 2011
Suffolk Group LLC 2006 - 2007
Morgan Stanley Smith Barney 2004 - 2006
Skills
Investments, Investment Banking, Relationship Management, Fixed Income, Global Custody, Finance, Equities, Investment Management, Alternative Investments, Securities, Mutual Funds, Private Equity, Banking, Hedge Funds, Asset Management, Management
Education
Towson University
BA - BUAD
Towson University
BA - COSC
Locust Valley High School
SunGard 2015 - Present
BlueMountain Capital Management 2014 - 2015
J.P. Morgan 2011 - 2014
Merrill Lynch 2007 - 2011
Suffolk Group LLC 2006 - 2007
Morgan Stanley Smith Barney 2004 - 2006
Skills
Investments, Investment Banking, Relationship Management, Fixed Income, Global Custody, Finance, Equities, Investment Management, Alternative Investments, Securities, Mutual Funds, Private Equity, Banking, Hedge Funds, Asset Management, Management
Education
Towson University
BA - BUAD
Towson University
BA - COSC
Locust Valley High School
Ryan Russo's Merrill Lynch Experience September 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Linxx Academy of Martial Arts January 2005 - February 2015
Cox Communications 2001 - 2002
Education
Tidewater Community College 2004 — 2006
Associate's degree, Business Administration and Management, General
Merrill Lynch September 2015 - Present
Linxx Academy of Martial Arts January 2005 - February 2015
Cox Communications 2001 - 2002
Education
Tidewater Community College 2004 — 2006
Associate's degree, Business Administration and Management, General
Rhona Heyl's Merrill Lynch Experience November 2012 - February 2014
Job President, Heyl Financial, LLC
Industry Financial Services
Experience
Heyl Financial, LLC April 2014 - Present
Optima Group, Inc. May 2011 - July 2015
Merrill Lynch November 2012 - February 2014
Private Client Resources March 2011 - May 2011
Financial Marketing Services June 1997 - January 2010
Prudential Financial 1998 - 2003
J.P. Morgan July 2000 - March 2001
Prudential Insurance Company of America August 1997 - July 2000
Optima Group, Inc February 1994 - August 1997
Lehman Brothers May 1991 - February 1994
Skills
Marketing Management, Thought Leadership, Strategy Development, Analytics, Integrated Marketing, Strategic Planning, Marketing Strategy, Segmentation, Business Strategy, Customer Experience, Customer Acquisition, Competitive Analysis, Market Research, New Business Development, Product Management, Marketing Communications, Product Development, Entrepreneur, Market Planning, Direct Marketing, Team Leadership, Website Development, Planning, Qualitative Research, Investments, Writing, Strategy, Entrepreneurship, Leadership, Process Improvement, Project Planning, Marketing, Budgets, Social Media, Training, Business Development, Management Consulting, Cross-functional Team..., Sales, Program Management, Business Planning, Product Marketing, Project Management, Financial Services, Finance, Financial Modeling, Wealth Management, Multi-channel Marketing, Strategic Partnerships
Education
Thunderbird School of Global Management 1985 — 1987
MIM, Marketing and Chinese
The University of Connecticut 1981 — 1985
BA, French
Wheeler High School 1977 — 1981
High School, National Honor Society
Heyl Financial, LLC April 2014 - Present
Optima Group, Inc. May 2011 - July 2015
Merrill Lynch November 2012 - February 2014
Private Client Resources March 2011 - May 2011
Financial Marketing Services June 1997 - January 2010
Prudential Financial 1998 - 2003
J.P. Morgan July 2000 - March 2001
Prudential Insurance Company of America August 1997 - July 2000
Optima Group, Inc February 1994 - August 1997
Lehman Brothers May 1991 - February 1994
Skills
Marketing Management, Thought Leadership, Strategy Development, Analytics, Integrated Marketing, Strategic Planning, Marketing Strategy, Segmentation, Business Strategy, Customer Experience, Customer Acquisition, Competitive Analysis, Market Research, New Business Development, Product Management, Marketing Communications, Product Development, Entrepreneur, Market Planning, Direct Marketing, Team Leadership, Website Development, Planning, Qualitative Research, Investments, Writing, Strategy, Entrepreneurship, Leadership, Process Improvement, Project Planning, Marketing, Budgets, Social Media, Training, Business Development, Management Consulting, Cross-functional Team..., Sales, Program Management, Business Planning, Product Marketing, Project Management, Financial Services, Finance, Financial Modeling, Wealth Management, Multi-channel Marketing, Strategic Partnerships
Education
Thunderbird School of Global Management 1985 — 1987
MIM, Marketing and Chinese
The University of Connecticut 1981 — 1985
BA, French
Wheeler High School 1977 — 1981
High School, National Honor Society
Lee Bollhorst Lee Bollhorst's Merrill Lynch Experience February 1999 - June 2009
Job Financial Advisor at Amerprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Merrill Lynch February 1999 - June 2009
Education
Towson University
Bachelors, Economics
Ameriprise Financial Services, Inc. June 2009 - Present
Merrill Lynch February 1999 - June 2009
Education
Towson University
Bachelors, Economics
Alon Sapir's Merrill Lynch Experience January 2014 - May 2014
Job Relationship Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Pinewood Lake Association December 2013 - Present
Merrill Lynch January 2014 - May 2014
Fidelity Investments November 2010 - July 2013
Citibank December 2008 - October 2010
Club Getaway July 2008 - August 2009
Precision Research Group November 2007 - July 2008
Skills
Retirement Planning, Series 63, Banking, Series 7, Mutual Funds, Calm, Strategic Thinking, Big-picture Thinking, Investments, Market Understanding, Calm Under Pressure, Able To Multi-task, Able To Work Under..., High Energy, Bilingual, Big Picture Thinking, Financial Services, Finance
Education
Touro College 2006 — 2010
BS, Finance, Investments and Business Management
Bank of America June 2014 - Present
Pinewood Lake Association December 2013 - Present
Merrill Lynch January 2014 - May 2014
Fidelity Investments November 2010 - July 2013
Citibank December 2008 - October 2010
Club Getaway July 2008 - August 2009
Precision Research Group November 2007 - July 2008
Skills
Retirement Planning, Series 63, Banking, Series 7, Mutual Funds, Calm, Strategic Thinking, Big-picture Thinking, Investments, Market Understanding, Calm Under Pressure, Able To Multi-task, Able To Work Under..., High Energy, Bilingual, Big Picture Thinking, Financial Services, Finance
Education
Touro College 2006 — 2010
BS, Finance, Investments and Business Management
Gavin Lynn CFP® Gavin Lynn CFP®'s Merrill Lynch Experience January 2009 - January 2012
Job Investment Advisory Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial November 2012 - Present
New York Life Insurance Company December 2011 - November 2012
Merrill Lynch January 2009 - January 2012
Bank of America (name change to Merrill Lynch) September 2007 - January 2009
Bank of America October 2004 - September 2007
Quick and Reilly Inc. March 2001 - April 2004
Suretrade Inc. (acquired by Quick & Reilly Inc.) June 1999 - March 2001
Education
Trinity College, Dublin 2001 — 2001
M.A., Natural Sciences
Trinity College, Dublin 1991 — 1995
B.Sc., Natural Sciences
Voya Financial November 2012 - Present
New York Life Insurance Company December 2011 - November 2012
Merrill Lynch January 2009 - January 2012
Bank of America (name change to Merrill Lynch) September 2007 - January 2009
Bank of America October 2004 - September 2007
Quick and Reilly Inc. March 2001 - April 2004
Suretrade Inc. (acquired by Quick & Reilly Inc.) June 1999 - March 2001
Education
Trinity College, Dublin 2001 — 2001
M.A., Natural Sciences
Trinity College, Dublin 1991 — 1995
B.Sc., Natural Sciences
Mohamad A. Yatim's Merrill Lynch Experience May 2000 - August 2000
Job Vice President, CoPortfolio Manager at Wafra Investment Advisory Group
Industry Investment Management
Experience
Wafra Investment Advisory Group December 2006 - Present
KPMG Advisory January 2006 - December 2006
Northstar Financial Companies, Inc. June 2001 - December 2003
Merrill Lynch May 2000 - August 2000
UBS Wealth Management May 1999 - August 1999
Skills
Investments, Financial Modeling, Equities, Due Diligence, Valuation, Financial Risk, Alternative Investments, Business Valuation, Emerging Markets, Corporate Finance, Real Estate, Bloomberg, Securities, Structured Products, Private Equity, Strategic Financial..., Investment Advisory, Market Risk, Mutual Funds, Investment Banking, Equity Research, Mergers, Bloomberg Terminal, Mergers & Acquisitions, Risk Management, Asset Management, Asset Managment, Asset Allocation, Derivatives, Portfolio Management, Finance, Financial Analysis, Capital Markets, Banking, Fixed Income, Investment Management, Hedge Funds, Financial Structuring, Credit, Fund Of Funds, Structured Finance, Equity Valuation, Investment Strategies, Wealth Management
Education
Villanova University 2003 — 2005
MBA, Finance
Transylvania University 1998 — 2001
Bachelors Degree, Finance and Accounting
International College 1983 — 1997
High School, Experimental Sciences
Wafra Investment Advisory Group December 2006 - Present
KPMG Advisory January 2006 - December 2006
Northstar Financial Companies, Inc. June 2001 - December 2003
Merrill Lynch May 2000 - August 2000
UBS Wealth Management May 1999 - August 1999
Skills
Investments, Financial Modeling, Equities, Due Diligence, Valuation, Financial Risk, Alternative Investments, Business Valuation, Emerging Markets, Corporate Finance, Real Estate, Bloomberg, Securities, Structured Products, Private Equity, Strategic Financial..., Investment Advisory, Market Risk, Mutual Funds, Investment Banking, Equity Research, Mergers, Bloomberg Terminal, Mergers & Acquisitions, Risk Management, Asset Management, Asset Managment, Asset Allocation, Derivatives, Portfolio Management, Finance, Financial Analysis, Capital Markets, Banking, Fixed Income, Investment Management, Hedge Funds, Financial Structuring, Credit, Fund Of Funds, Structured Finance, Equity Valuation, Investment Strategies, Wealth Management
Education
Villanova University 2003 — 2005
MBA, Finance
Transylvania University 1998 — 2001
Bachelors Degree, Finance and Accounting
International College 1983 — 1997
High School, Experimental Sciences
Matthew Haggerty's Merrill Lynch Experience July 2005 - December 2005
Job Business Intelligence Analyst at Sirius XM Radio Inc.
Industry Information Technology and Services
Experience
Sirius XM Radio Inc. September 2012 - Present
newBrandAnalytics December 2011 - August 2012
Network Solutions August 2011 - December 2011
Seneca One Finance September 2007 - August 2011
Lincoln Financial Group January 2006 - April 2007
Merrill Lynch July 2005 - December 2005
Skills
Microstrategy, Teradata, Microsoft SQL Server, Toad, RDBMS, Data Analysis, Analytics, Business Intelligence, Data Mining, Analysis, Financial Modeling, Data Modeling, Project Management, Access, Business Analysis, Business Objects, SQL, Forecasting, Strategy, Strategic Partnerships, Database Marketing, SEM, CRM, Start-ups, Marketing
Education
Towson University 2002 — 2006
BS, Economics, Business
University of Cambridge 2005 — 2005
Economics
Sirius XM Radio Inc. September 2012 - Present
newBrandAnalytics December 2011 - August 2012
Network Solutions August 2011 - December 2011
Seneca One Finance September 2007 - August 2011
Lincoln Financial Group January 2006 - April 2007
Merrill Lynch July 2005 - December 2005
Skills
Microstrategy, Teradata, Microsoft SQL Server, Toad, RDBMS, Data Analysis, Analytics, Business Intelligence, Data Mining, Analysis, Financial Modeling, Data Modeling, Project Management, Access, Business Analysis, Business Objects, SQL, Forecasting, Strategy, Strategic Partnerships, Database Marketing, SEM, CRM, Start-ups, Marketing
Education
Towson University 2002 — 2006
BS, Economics, Business
University of Cambridge 2005 — 2005
Economics
Chris K. Harris Chris K. Harris's Merrill Lynch Experience June 2011 - August 2011
Job Client Sales Executive at Echo Global Logistics
Industry Logistics and Supply Chain
Experience
Echo Global Logistics September 2013 - Present
DT Trading Llp June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Economics, Microsoft Office, Time Management, Critical Thinking, Football, Microsoft Word, Management, Research, Facebook, Sales, CRM, Public Speaking, New Business Development, Word, Excel, Salesforce.com
Education
Trinity College-Hartford 2009 — 2013
BA, Economics
New Trier High School 2005 — 2009
College Preparatory
Echo Global Logistics September 2013 - Present
DT Trading Llp June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Economics, Microsoft Office, Time Management, Critical Thinking, Football, Microsoft Word, Management, Research, Facebook, Sales, CRM, Public Speaking, New Business Development, Word, Excel, Salesforce.com
Education
Trinity College-Hartford 2009 — 2013
BA, Economics
New Trier High School 2005 — 2009
College Preparatory
Wayne Wennick Wayne Wennick's Merrill Lynch Experience 2004 - 2009
Job Sales at AVM LP
Industry Financial Services
Experience
AVM 2009 - Present
III Associates/AVM 2009 - Present
Merrill Lynch 2004 - 2009
Morgan Stanley 1991 - 2004
Yamaichi International America 1988 - 1991
Skills
Sales, Fixed Income, Hedge Funds, Derivatives, Trading, Financial Markets, Capital Markets, Alternative Investments, New Business Development, Electronic Trading, Account Management, Asset Management, Investment Banking, Private Equity, Wealth Management, Risk Management, Microsoft Excel, Portfolio Management, Start-ups, Equities, Investments, Microsoft Office, Options, Strategic Financial..., Financial Risk
Education
Thunderbird School of Global Management 1986 — 1987
MBA, Japanese/Business
University of Notre Dame 1981 — 1986
BA, Japanese
AVM 2009 - Present
III Associates/AVM 2009 - Present
Merrill Lynch 2004 - 2009
Morgan Stanley 1991 - 2004
Yamaichi International America 1988 - 1991
Skills
Sales, Fixed Income, Hedge Funds, Derivatives, Trading, Financial Markets, Capital Markets, Alternative Investments, New Business Development, Electronic Trading, Account Management, Asset Management, Investment Banking, Private Equity, Wealth Management, Risk Management, Microsoft Excel, Portfolio Management, Start-ups, Equities, Investments, Microsoft Office, Options, Strategic Financial..., Financial Risk
Education
Thunderbird School of Global Management 1986 — 1987
MBA, Japanese/Business
University of Notre Dame 1981 — 1986
BA, Japanese
Chris Fazzolari Chris Fazzolari's Merrill Lynch Experience May 2001 - September 2001
Job Royalty Compliance Manager at Gelfand, Rennert & Feldman
Industry Entertainment
Experience
Gelfand, Rennert & Feldman January 2007 - Present
Gelfand, Rennert & Feldman July 2004 - December 2006
Gelfand, Rennert & Feldman October 2002 - June 2004
Merrill Lynch May 2001 - September 2001
Skills
Royalties, Auditing, Accounting, Financial Analysis, Valuation, Due Diligence, Music Licensing, Licensing Agreements, New Media, Joint Ventures, Forensic Accounting, Royalty Compliance, Royalty Audit, Intellectual Property, Licensing, Digital Media, Music, Music Industry, Music Publishing, Film, Finance
Education
Towson University 1998 — 2001
BBA, Finance
Herricks
Gelfand, Rennert & Feldman January 2007 - Present
Gelfand, Rennert & Feldman July 2004 - December 2006
Gelfand, Rennert & Feldman October 2002 - June 2004
Merrill Lynch May 2001 - September 2001
Skills
Royalties, Auditing, Accounting, Financial Analysis, Valuation, Due Diligence, Music Licensing, Licensing Agreements, New Media, Joint Ventures, Forensic Accounting, Royalty Compliance, Royalty Audit, Intellectual Property, Licensing, Digital Media, Music, Music Industry, Music Publishing, Film, Finance
Education
Towson University 1998 — 2001
BBA, Finance
Herricks
Jack Kidd's Merrill Lynch Experience June 2014 - August 2014
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Trinity College - Hartford January 2015 - May 2015
Cornerstone Real Estate Advisers September 2014 - December 2014
Merrill Lynch June 2014 - August 2014
JLL January 2014 - May 2014
Alpha Capital Management, LLC June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
J.P. Morgan July 2015 - Present
Trinity College - Hartford January 2015 - May 2015
Cornerstone Real Estate Advisers September 2014 - December 2014
Merrill Lynch June 2014 - August 2014
JLL January 2014 - May 2014
Alpha Capital Management, LLC June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Economics
Philip G. Palumbo Philip G. Palumbo's Merrill Lynch Experience March 2000 - June 2005
Job Senior Portfolio ManagerSenior Vice President at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. September 2010 - Present
Morgan Stanley Smith Barney January 2005 - September 2010
Merrill Lynch March 2000 - June 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Sales, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
Towson University 1995 — 1999
BA, Finance
UBS Financial Services Inc. September 2010 - Present
Morgan Stanley Smith Barney January 2005 - September 2010
Merrill Lynch March 2000 - June 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Sales, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
Towson University 1995 — 1999
BA, Finance
Sherry Holley Sherry Holley's Merrill Lynch Experience August 1994 - April 1997
Job Senior Vice President/ Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons August 2009 - Present
A.G. Edwards & Sons, Inc. April 1997 - August 2009
Merrill Lynch August 1994 - April 1997
Skills
Finance, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Portfolio Management, Financial Planning, Financial Services, Securities
Education
Transylvania University 1984 — 1988
Bachelor’s Degree, Business Administration and Management, General
Hilliard Lyons August 2009 - Present
A.G. Edwards & Sons, Inc. April 1997 - August 2009
Merrill Lynch August 1994 - April 1997
Skills
Finance, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Portfolio Management, Financial Planning, Financial Services, Securities
Education
Transylvania University 1984 — 1988
Bachelor’s Degree, Business Administration and Management, General
Richard Pellegrini Richard Pellegrini's Merrill Lynch Experience October 1994 - July 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2011 - Present
Merrill Lynch October 1994 - July 2011
Education
Towson University 1989 — 1993
B.S. in Business and Economics, Business Administration
The John Carroll School 1985 — 1989
Wells Fargo Advisors, LLC August 2011 - Present
Merrill Lynch October 1994 - July 2011
Education
Towson University 1989 — 1993
B.S. in Business and Economics, Business Administration
The John Carroll School 1985 — 1989
Suzanne Dailey's Merrill Lynch Experience 1990 - 1998
Job Client Services Director at Yes Lifecycle Marketing
Industry Marketing and Advertising
Experience
Yes Lifecycle Marketing 2011 - Present
PSI, LLC. (FORMERLY LASERGRADE L.P 2004 - 2010
CHAUNCEY GROUP INTERNATIONAL 2000 - 2003
Merrill Lynch 1990 - 1998
Skills
Email Marketing, Account Management, Cross-functional Team..., Team Leadership, Program Management, Marketing, Project Management, Strategic Planning, Strategic Partnerships, Leadership, Strategy, Event Planning, Business Development, Management, Business Intelligence, Start-ups, Analysis
Education
Towson University
Yes Lifecycle Marketing 2011 - Present
PSI, LLC. (FORMERLY LASERGRADE L.P 2004 - 2010
CHAUNCEY GROUP INTERNATIONAL 2000 - 2003
Merrill Lynch 1990 - 1998
Skills
Email Marketing, Account Management, Cross-functional Team..., Team Leadership, Program Management, Marketing, Project Management, Strategic Planning, Strategic Partnerships, Leadership, Strategy, Event Planning, Business Development, Management, Business Intelligence, Start-ups, Analysis
Education
Towson University
Garry Ng's Merrill Lynch Experience February 2014 - April 2014
Job Analyst at McLagan
Industry Management Consulting
Experience
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Van Eck Global Market Vectors ETFs June 2014 - August 2014
Merrill Lynch February 2014 - April 2014
UBS September 2013 - December 2013
Waddell & Reed September 2012 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Garageband, Economics, Wealth Management, Statistics, Data Analysis, Social Media, Computers, Customer Service
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics, Chinese Language
Bradley, Foster & Sargent, Inc. September 2014 - December 2014
Van Eck Global Market Vectors ETFs June 2014 - August 2014
Merrill Lynch February 2014 - April 2014
UBS September 2013 - December 2013
Waddell & Reed September 2012 - August 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Garageband, Economics, Wealth Management, Statistics, Data Analysis, Social Media, Computers, Customer Service
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (BA), Economics, Chinese Language
Rich Fulton's Merrill Lynch Experience 1992 - 1994
Job Sr. Director Systems Engineering
Industry Information Technology and Services
Experience
Aerohive Networks 2008 - Present
The FultonGroup LLC 2000 - Present
Aruba Networks 2006 - 2008
Exodus Communications 1999 - 2006
Verio 1995 - 1999
Merrill Lynch 1992 - 1994
Skills
Network Architecture, Program Management, Sales Engineering, Security, Wireless Networking, Data Center, Start-ups, Routing, Virtualization, Wireless, WLAN, VoIP, Network Security
Education
Towson University
Bachelor's Degree, Finance and Economics
Aerohive Networks 2008 - Present
The FultonGroup LLC 2000 - Present
Aruba Networks 2006 - 2008
Exodus Communications 1999 - 2006
Verio 1995 - 1999
Merrill Lynch 1992 - 1994
Skills
Network Architecture, Program Management, Sales Engineering, Security, Wireless Networking, Data Center, Start-ups, Routing, Virtualization, Wireless, WLAN, VoIP, Network Security
Education
Towson University
Bachelor's Degree, Finance and Economics
Alex Buzby Alex Buzby's Merrill Lynch Experience July 2011 - August 2011
Job Institutional Sales at Advantage Data
Industry Financial Services
Experience
Advantage Data May 2015 - Present
GeoBlue September 2012 - May 2015
Dorm Donkey LLC September 2011 - May 2012
Merrill Lynch July 2011 - August 2011
Ocean City Yacht Club June 2008 - August 2010
Skills
Economics, Management, Analysis, Sales, Finance, Corporate Finance, Data Analysis, Investments, Bloomberg, Fixed Income, High Yield Bonds
Education
Trinity College-Hartford 2008 — 2012
Bachelor's degree, Economics
Wharton Business School 2011 — 2011
Finance
Advantage Data May 2015 - Present
GeoBlue September 2012 - May 2015
Dorm Donkey LLC September 2011 - May 2012
Merrill Lynch July 2011 - August 2011
Ocean City Yacht Club June 2008 - August 2010
Skills
Economics, Management, Analysis, Sales, Finance, Corporate Finance, Data Analysis, Investments, Bloomberg, Fixed Income, High Yield Bonds
Education
Trinity College-Hartford 2008 — 2012
Bachelor's degree, Economics
Wharton Business School 2011 — 2011
Finance
Colt Pierson's Merrill Lynch Experience August 2012 - December 2012
Job Account Executive at ZeroFOX
Industry Consumer Services
Experience
ZeroFOX June 2015 - Present
Localist.com February 2014 - June 2015
Vocus July 2013 - December 2013
Vocus March 2013 - June 2013
Merrill Lynch August 2012 - December 2012
Skills
Event Planning, Microsoft Office, Public Relations, Marketing, Social Media Marketing, Sales, Customer Service, Event Management, Fundraising, Salesforce.com, Marketing Communications, Marketing Strategy, Online Advertising, Cold Calling, Strategic Planning, Management, Team Building, New Business Development, CRM, Account Management, Leadership
Education
Towson University 2009 — 2011
BS, History
University of Virginia 2010 — 2010
Semester at Sea
Stevenson University 2007 — 2008
Towson High School
ZeroFOX June 2015 - Present
Localist.com February 2014 - June 2015
Vocus July 2013 - December 2013
Vocus March 2013 - June 2013
Merrill Lynch August 2012 - December 2012
Skills
Event Planning, Microsoft Office, Public Relations, Marketing, Social Media Marketing, Sales, Customer Service, Event Management, Fundraising, Salesforce.com, Marketing Communications, Marketing Strategy, Online Advertising, Cold Calling, Strategic Planning, Management, Team Building, New Business Development, CRM, Account Management, Leadership
Education
Towson University 2009 — 2011
BS, History
University of Virginia 2010 — 2010
Semester at Sea
Stevenson University 2007 — 2008
Towson High School
Jenna R. Turley's Merrill Lynch Experience January 2006 - December 2006
Job United States Government Department of Defense
Industry Government Administration
Experience
United States Department of Defense March 2008 - Present
Marriott International September 2002 - March 2008
Merrill Lynch January 2006 - December 2006
Edwards & Caldwell, LLC January 2006 - May 2006
Skills
Supply Chain Management, Microsoft Office, Marketing, Logistics, Leadership, Program Management, Microsoft Excel, Analysis, Operations Management, Training, Military, Team Building, Policy, Government
Education
Towson University 2012 — 2016
Master's Degree, Supply Chain Management
Towson University 2012 — 2014
Post Bacclaureate Certificate, Supply Chain Management
Ramapo College of New Jersey 2003 — 2007
Bachelor of Science, Business Administration, Management and Marketing. Minors: International Business & Public Policy
Regents Business School, London, UK 2003 — 2003
Study Abroad - International Business
South Brunswick High School 1999 — 2003
United States Department of Defense March 2008 - Present
Marriott International September 2002 - March 2008
Merrill Lynch January 2006 - December 2006
Edwards & Caldwell, LLC January 2006 - May 2006
Skills
Supply Chain Management, Microsoft Office, Marketing, Logistics, Leadership, Program Management, Microsoft Excel, Analysis, Operations Management, Training, Military, Team Building, Policy, Government
Education
Towson University 2012 — 2016
Master's Degree, Supply Chain Management
Towson University 2012 — 2014
Post Bacclaureate Certificate, Supply Chain Management
Ramapo College of New Jersey 2003 — 2007
Bachelor of Science, Business Administration, Management and Marketing. Minors: International Business & Public Policy
Regents Business School, London, UK 2003 — 2003
Study Abroad - International Business
South Brunswick High School 1999 — 2003
Andrew Dukes Andrew Dukes's Merrill Lynch Experience September 2012 - December 2012
Job Equity Analyst at GARP Research
Industry Financial Services
Experience
GARP Research September 2014 - Present
Aerotek August 2013 - September 2014
NewDay USA March 2013 - July 2013
Merrill Lynch September 2012 - December 2012
Cobalt Financial Partners June 2012 - August 2012
Baltimore Country Club 2011 - 2011
Skills
Financial Analysis, Equity Research, Microsoft Excel, Close Attention to..., Quantitative Research, Customer Service, Time Management, Sales, Finance, Leadership, Organizational..., Macroeconomics, Equity Valuation, DCF Valuation, CAPM, NPV, IRR, Portfolio Management, Financial Modeling, Financial Forecasting, Microsoft Office, Microsoft Word, Investments, Management, Social Media, Valuation, Equities, Public Speaking, Corporate Finance, Risk Management, Mutual Funds
Education
Towson University 2008 — 2012
Bachelor of Science (BS), Finance, General, GPA 3.3 - Honors Graduate
Atholton
GPA 3.4
GARP Research September 2014 - Present
Aerotek August 2013 - September 2014
NewDay USA March 2013 - July 2013
Merrill Lynch September 2012 - December 2012
Cobalt Financial Partners June 2012 - August 2012
Baltimore Country Club 2011 - 2011
Skills
Financial Analysis, Equity Research, Microsoft Excel, Close Attention to..., Quantitative Research, Customer Service, Time Management, Sales, Finance, Leadership, Organizational..., Macroeconomics, Equity Valuation, DCF Valuation, CAPM, NPV, IRR, Portfolio Management, Financial Modeling, Financial Forecasting, Microsoft Office, Microsoft Word, Investments, Management, Social Media, Valuation, Equities, Public Speaking, Corporate Finance, Risk Management, Mutual Funds
Education
Towson University 2008 — 2012
Bachelor of Science (BS), Finance, General, GPA 3.3 - Honors Graduate
Atholton
GPA 3.4
Eileen Margolin-Klein Eileen Margolin-Klein's Merrill Lynch Experience 1982 - 1985
Job Claims Consultant at CNA Insurance
Industry Legal Services
Experience
CNA Insurance December 2009 - Present
Eileen Margolin-Klein, Esq. September 1992 - September 2010
Merrill Lynch 1982 - 1985
Skills
Insurance Law, Claims Management, Legal Research, Commercial Lines, General Insurance, Accident, Commercial Insurance, Trials, Trial Practice, Risk Management
Education
SUNY Albany
Bachelor of Arts (B.A.)
Touro College Jacob D. Fuchsberg Law Center
Doctor of Law (J.D.)
CNA Insurance December 2009 - Present
Eileen Margolin-Klein, Esq. September 1992 - September 2010
Merrill Lynch 1982 - 1985
Skills
Insurance Law, Claims Management, Legal Research, Commercial Lines, General Insurance, Accident, Commercial Insurance, Trials, Trial Practice, Risk Management
Education
SUNY Albany
Bachelor of Arts (B.A.)
Touro College Jacob D. Fuchsberg Law Center
Doctor of Law (J.D.)
Jeff Rusignuolo's Merrill Lynch Experience June 2008 - February 2009
Job Area Director at Meltwater
Industry Computer Software
Experience
Meltwater March 2015 - Present
Meltwater Group April 2013 - Present
Meltwater Group April 2012 - April 2013
Meltwater Group June 2010 - March 2012
Meltwater Group June 2009 - May 2010
Merrill Lynch June 2008 - February 2009
Merrill Lynch September 2006 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
Towson University 2004 — 2008
Bachelor of Arts (B.A.), International Business
Salzburg College 2007 — 2007
Bachelor of Arts (B.A.), International Business & German
Meltwater March 2015 - Present
Meltwater Group April 2013 - Present
Meltwater Group April 2012 - April 2013
Meltwater Group June 2010 - March 2012
Meltwater Group June 2009 - May 2010
Merrill Lynch June 2008 - February 2009
Merrill Lynch September 2006 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
Towson University 2004 — 2008
Bachelor of Arts (B.A.), International Business
Salzburg College 2007 — 2007
Bachelor of Arts (B.A.), International Business & German
Clara Wu's Merrill Lynch Experience September 2013 - December 2013
Job Student at Cornell University
Industry Financial Services
Experience
CITIC Securities Company Limited June 2015 - August 2015
Stone Pier Capital Advisors, LP 2015 - 2015
CCTV News June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
America's Growth Capital June 2012 - August 2012
China Construction Bank (Asia) Corporation Ltd. May 2012 - June 2012
Citi June 2011 - August 2011
WELAND INTERNATIONAL May 2010 - August 2010
Skills
Economics, Data Analysis, PowerPoint, Corporate Finance, Valuation Modeling, SPSS, Market Research, Financial Modeling, Research, Stata, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg, Statistics, Public Speaking, Social Media, Minitab, Financial Analysis
Education
Cornell University 2014 — 2016
Master of Arts (MA), Business and Management, Public Administration
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics, International Studies
Wuhan Foreign Languages School 2007 — 2010
High School Diploma
CITIC Securities Company Limited June 2015 - August 2015
Stone Pier Capital Advisors, LP 2015 - 2015
CCTV News June 2014 - August 2014
Merrill Lynch September 2013 - December 2013
America's Growth Capital June 2012 - August 2012
China Construction Bank (Asia) Corporation Ltd. May 2012 - June 2012
Citi June 2011 - August 2011
WELAND INTERNATIONAL May 2010 - August 2010
Skills
Economics, Data Analysis, PowerPoint, Corporate Finance, Valuation Modeling, SPSS, Market Research, Financial Modeling, Research, Stata, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg, Statistics, Public Speaking, Social Media, Minitab, Financial Analysis
Education
Cornell University 2014 — 2016
Master of Arts (MA), Business and Management, Public Administration
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics, International Studies
Wuhan Foreign Languages School 2007 — 2010
High School Diploma
Ryan Wibberley Ryan Wibberley's Merrill Lynch Experience January 1993 - September 1994
Job Chairman and CEO, CIC Wealth
Industry Financial Services
Experience
CIC Wealth March 1999 - Present
Legg Mason September 1994 - March 1999
Merrill Lynch January 1993 - September 1994
Skills
Investments, Wealth Management, Securities, Financial Services, Finance, Management, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, Portfolio Management, Asset Management, Series 63, Investment Advisory, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Fellow, Executive Leadership
Towson University 1990 — 1993
Bachelor of Science, Economics
CIC Wealth March 1999 - Present
Legg Mason September 1994 - March 1999
Merrill Lynch January 1993 - September 1994
Skills
Investments, Wealth Management, Securities, Financial Services, Finance, Management, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, Portfolio Management, Asset Management, Series 63, Investment Advisory, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Fellow, Executive Leadership
Towson University 1990 — 1993
Bachelor of Science, Economics
Kim Habimana, RGCP Kim Habimana, RGCP's Merrill Lynch Experience January 2008 - December 2009
Job
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Global Trading Zone, LLC September 2014 - Present
First Investors July 2014 - December 2014
Starwood Hotels & Resorts Worldwide, Inc. 2010 - 2012
Merrill Lynch January 2008 - December 2009
Merrill Lynch 2008 - 2008
Skills
Stock Trading, Futures Trading, Accounting, Financial Analysis, Accounts Receivable, General Ledger, Mergers & Acquisitions, Credit Analysis, French, English, Management Accounting, Managerial Accounting, Financial Statement..., QuickBooks, Accounts Payable, Global Currency Exchange, SAP, Trade Finance, Financial Markets, Equities, Forex Trading, ETFs Trading, Bitcoin, Account Reconciliation, Auditing, Credit, Customer Service, Finance, Forecasting, Management, Portfolio Management, Risk Management, Strategy
Education
University of the Southwest 2014 — 2015
Master of Business Administration (MBA), Finance (On going)
Thunderbird School of Global Management 2012 — 2013
Advanced Certificate in Global Finance
University of Phoenix 2005 — 2009
Bachelor of Science Degree, Business and Information Systems
AXA Advisors April 2015 - Present
Global Trading Zone, LLC September 2014 - Present
First Investors July 2014 - December 2014
Starwood Hotels & Resorts Worldwide, Inc. 2010 - 2012
Merrill Lynch January 2008 - December 2009
Merrill Lynch 2008 - 2008
Skills
Stock Trading, Futures Trading, Accounting, Financial Analysis, Accounts Receivable, General Ledger, Mergers & Acquisitions, Credit Analysis, French, English, Management Accounting, Managerial Accounting, Financial Statement..., QuickBooks, Accounts Payable, Global Currency Exchange, SAP, Trade Finance, Financial Markets, Equities, Forex Trading, ETFs Trading, Bitcoin, Account Reconciliation, Auditing, Credit, Customer Service, Finance, Forecasting, Management, Portfolio Management, Risk Management, Strategy
Education
University of the Southwest 2014 — 2015
Master of Business Administration (MBA), Finance (On going)
Thunderbird School of Global Management 2012 — 2013
Advanced Certificate in Global Finance
University of Phoenix 2005 — 2009
Bachelor of Science Degree, Business and Information Systems
Scott D. Frederick's Merrill Lynch Experience May 2006 - October 2008
Job Asset Manager, MCB Real Estate
Industry Commercial Real Estate
Experience
MCB Real Estate April 2014 - Present
United States Marine Corps November 2012 - March 2014
United States Marine Corps October 2008 - October 2012
Merrill Lynch May 2006 - October 2008
United States Marine Corps Reserves June 2000 - April 2008
Skills
Security Clearance, Financial Analysis, Financial Modeling, Financial Reporting, Certified Command..., Lean Six Sigma Certified, Strategic Planning, Series 7, Series 66, Military Aviation, FAA Licensed Pilot, FAA Certifications, Military Logistics, Military Operations, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Budgets
Education
Towson University 2000 — 2004
Bachelor of Science (BS), Business Administration
TBS
Towson University
Bachelor of Science (BS), Sociology
MCB Real Estate April 2014 - Present
United States Marine Corps November 2012 - March 2014
United States Marine Corps October 2008 - October 2012
Merrill Lynch May 2006 - October 2008
United States Marine Corps Reserves June 2000 - April 2008
Skills
Security Clearance, Financial Analysis, Financial Modeling, Financial Reporting, Certified Command..., Lean Six Sigma Certified, Strategic Planning, Series 7, Series 66, Military Aviation, FAA Licensed Pilot, FAA Certifications, Military Logistics, Military Operations, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Budgets
Education
Towson University 2000 — 2004
Bachelor of Science (BS), Business Administration
TBS
Towson University
Bachelor of Science (BS), Sociology
Ayaz Hasan's Merrill Lynch Experience 2013 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
Merrill Lynch 2009 - 2012
Citi July 2006 - November 2008
Skills
Investment Management, Investment Strategies, Investment Advisory, Performance Measurement, Asset Allocation, Private Client Services, Financial Services, Series 7, Series 63, Series 65, Private Clients
Education
Towson University 2002 — 2006
Bachelor of Science (B.S.), Business Administration, Finance
Merrill Lynch 2013 - Present
Merrill Lynch 2009 - 2012
Citi July 2006 - November 2008
Skills
Investment Management, Investment Strategies, Investment Advisory, Performance Measurement, Asset Allocation, Private Client Services, Financial Services, Series 7, Series 63, Series 65, Private Clients
Education
Towson University 2002 — 2006
Bachelor of Science (B.S.), Business Administration, Finance
Joseph Bergeron Joseph Bergeron's Merrill Lynch Experience September 2013 - December 2013
Job Legislative Assistant
Industry
Experience
Merrill Lynch September 2013 - December 2013
Brockton Public Schools June 2013 - August 2013
Hyannis Golf Club June 2012 - August 2012
Cape Cod Baseball League June 2012 - August 2012
Charles River Country Club May 2011 - August 2011
Needham Golf Club April 2007 - October 2007
Skills
Salesforce.com, Team Leadership, Recruiting, Human Resources, Public Speaking, Teaching, CRM, Research, Sourcing
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Philosophy
St. Sebastian's School, Needham MA 2006 — 2010
Merrill Lynch September 2013 - December 2013
Brockton Public Schools June 2013 - August 2013
Hyannis Golf Club June 2012 - August 2012
Cape Cod Baseball League June 2012 - August 2012
Charles River Country Club May 2011 - August 2011
Needham Golf Club April 2007 - October 2007
Skills
Salesforce.com, Team Leadership, Recruiting, Human Resources, Public Speaking, Teaching, CRM, Research, Sourcing
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Philosophy
St. Sebastian's School, Needham MA 2006 — 2010
Joseph McCabe's Merrill Lynch Experience January 2012 - May 2012
Job Credit Risk Project Analyst at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. February 2014 - Present
Admirals Bank June 2013 - January 2014
Admirals Bank June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Asset Management, Due Diligence
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (BS), Economics
New Hampton School 2008 — 2009
High School
Santander Bank, N.A. February 2014 - Present
Admirals Bank June 2013 - January 2014
Admirals Bank June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Asset Management, Due Diligence
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Science (BS), Economics
New Hampton School 2008 — 2009
High School
Erin Bascom Erin Bascom's Merrill Lynch Experience May 2008 - August 2009
Job Account Executive Key Accounts at FactSet
Industry Financial Services
Experience
FactSet March 2014 - Present
FactSet Research Systems September 2012 - March 2014
FactSet Research Systems September 2010 - October 2012
Merrill Lynch May 2008 - August 2009
Torres i Mercadal Advocat September 2008 - December 2008
Skills
Microsoft Excel, FactSet, Microsoft Office, Data Analysis, Financial Analysis, Financial Modeling, PowerPoint, Project Management, Research
Education
Trinity College-Hartford 2006 — 2010
Bachelor’s Degree, Economics, Hispanic Studies
Milton Academy
FactSet March 2014 - Present
FactSet Research Systems September 2012 - March 2014
FactSet Research Systems September 2010 - October 2012
Merrill Lynch May 2008 - August 2009
Torres i Mercadal Advocat September 2008 - December 2008
Skills
Microsoft Excel, FactSet, Microsoft Office, Data Analysis, Financial Analysis, Financial Modeling, PowerPoint, Project Management, Research
Education
Trinity College-Hartford 2006 — 2010
Bachelor’s Degree, Economics, Hispanic Studies
Milton Academy
Caitlin Cavanaugh Caitlin Cavanaugh's Merrill Lynch Experience January 2008 - June 2008
Job Teacher; Economics Graduate
Industry Primary/Secondary Education
Experience
Orange County Public Schools February 2009 - Present
Merrill Lynch January 2008 - June 2008
Towson University 2004 - 2008
Skills
Microsoft Word, PowerPoint, Excel, Statistics, Research, Data Management, Marketing, Leadership, Sales, Public Relations, Microsoft Excel
Education
Towson University 2004 — 2008
Bachelor of Science, Economics
Orange County Public Schools February 2009 - Present
Merrill Lynch January 2008 - June 2008
Towson University 2004 - 2008
Skills
Microsoft Word, PowerPoint, Excel, Statistics, Research, Data Management, Marketing, Leadership, Sales, Public Relations, Microsoft Excel
Education
Towson University 2004 — 2008
Bachelor of Science, Economics
Gregory DelGiudice's Merrill Lynch Experience May 2011 - August 2011
Job Associate Vice President at Chatham Partners
Industry Market Research
Experience
Chatham Partners August 2012 - Present
UBS Wealth Management September 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Skills
Economics, Microsoft Excel, PowerPoint, Research, Stata, Business Strategy, Social Media, Instagram, Qualitative Research
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
Brooks School 2005 — 2008
Distinction in Math and Spanish
Manchester West High School 2003 — 2005
Chatham Partners August 2012 - Present
UBS Wealth Management September 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Skills
Economics, Microsoft Excel, PowerPoint, Research, Stata, Business Strategy, Social Media, Instagram, Qualitative Research
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
Brooks School 2005 — 2008
Distinction in Math and Spanish
Manchester West High School 2003 — 2005
Jeffrey Feinberg Jeffrey Feinberg's Merrill Lynch Experience 1978 - 1981
Job Partner at The Feinberg Law Firm
Industry Law Practice
Experience
The Feinberg Law Firm 2004 - Present
Bankers Trust Company 1994 - 1998
Merrill Lynch 1978 - 1981
Skills
Litigation, Class Actions, Bankruptcy, Arbitration, Trial Practice, Dispute Resolution, Civil Litigation, Commercial Litigation, Securities Litigation, Appeals, Securities Regulation, Corporate Law, Alternative Dispute..., Mediation, Legal Writing, Investments, Courts, Legal Research, Securities, Mergers & Acquisitions, Trials, Private Equity, Due Diligence, Product Liability, Strategic Planning, Mutual Funds, Financial Services, Public Speaking, Research, Asset Management, Corporate Governance
Education
Trinity College-Hartford 1973 — 1977
BA
St. John's University School of Law
JD
The Feinberg Law Firm 2004 - Present
Bankers Trust Company 1994 - 1998
Merrill Lynch 1978 - 1981
Skills
Litigation, Class Actions, Bankruptcy, Arbitration, Trial Practice, Dispute Resolution, Civil Litigation, Commercial Litigation, Securities Litigation, Appeals, Securities Regulation, Corporate Law, Alternative Dispute..., Mediation, Legal Writing, Investments, Courts, Legal Research, Securities, Mergers & Acquisitions, Trials, Private Equity, Due Diligence, Product Liability, Strategic Planning, Mutual Funds, Financial Services, Public Speaking, Research, Asset Management, Corporate Governance
Education
Trinity College-Hartford 1973 — 1977
BA
St. John's University School of Law
JD
Yagmur Kanbas- Campbell- CIA's Merrill Lynch Experience September 2007 - April 2009
Job
Industry Banking
Experience
Citi September 2014 - Present
Citi October 2013 - September 2014
Bank of America February 2013 - September 2013
Bank of America April 2009 - February 2013
Merrill Lynch September 2007 - April 2009
Morgan Stanley September 2005 - August 2007
Ernst and Young LLP 2003 - 2005
Praxair July 2001 - September 2003
Habitat for Humanity September 1998 - September 1999
Koc.net May 1997 - May 1998
Skills
PMP, Auditing, Internal Audit, Credit Risk, Risk Management, Basel II, Finance, Financial Risk, Strategy, Internal Controls, Project Management, IT Audit, Operational Risk..., Management Consulting, Strategic Planning, Enterprise Risk..., Market Risk, Sarbanes-Oxley Act, Business Analysis, Banking, Financial Analysis
Education
Thunderbird School of Global Management 1999 — 2001
Master of Business Administration (MBA)
Thunderbird School of Global Management 1999 — 2001
Master of International Managment
Yıldız Teknik Üniversitesi 1994 — 1998
Industrial Engineering
Kadikoy Anadolu 1988 — 1994
Yildiz Lisesi
Citi September 2014 - Present
Citi October 2013 - September 2014
Bank of America February 2013 - September 2013
Bank of America April 2009 - February 2013
Merrill Lynch September 2007 - April 2009
Morgan Stanley September 2005 - August 2007
Ernst and Young LLP 2003 - 2005
Praxair July 2001 - September 2003
Habitat for Humanity September 1998 - September 1999
Koc.net May 1997 - May 1998
Skills
PMP, Auditing, Internal Audit, Credit Risk, Risk Management, Basel II, Finance, Financial Risk, Strategy, Internal Controls, Project Management, IT Audit, Operational Risk..., Management Consulting, Strategic Planning, Enterprise Risk..., Market Risk, Sarbanes-Oxley Act, Business Analysis, Banking, Financial Analysis
Education
Thunderbird School of Global Management 1999 — 2001
Master of Business Administration (MBA)
Thunderbird School of Global Management 1999 — 2001
Master of International Managment
Yıldız Teknik Üniversitesi 1994 — 1998
Industrial Engineering
Kadikoy Anadolu 1988 — 1994
Yildiz Lisesi
Corey A. Healy's Merrill Lynch Experience January 2011 - Present
Job Assistant Vice President, Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Deutsche Bank Alex Brown February 2008 - July 2010
Scottrade November 2006 - February 2008
Skills
Asset Management, Series 7, Customer Relations, Equities, Portfolio Management, Financial Analysis, Investments, Financial Planning, Fixed Income, Mutual Funds, Wealth Management, Valuation, Financial Management, Retirement Planning, Problem Solving, Asset Allocation, Financial Modeling, Teamwork, Series 63, Securities, Series 66, Options, Retirement, Financial Advisory, Financial Markets, Risk Management, ETFs, Bonds, Equity Research, Trading, Investment Strategies, Investment Advisory, Term Life Insurance, Health Insurance, Annuities, Fixed Annuities, Customer Service
Education
Towson University 2002 — 2007
BS Finance, Minor in Economics
St. Michaels High School
Life
Merrill Lynch January 2011 - Present
Deutsche Bank Alex Brown February 2008 - July 2010
Scottrade November 2006 - February 2008
Skills
Asset Management, Series 7, Customer Relations, Equities, Portfolio Management, Financial Analysis, Investments, Financial Planning, Fixed Income, Mutual Funds, Wealth Management, Valuation, Financial Management, Retirement Planning, Problem Solving, Asset Allocation, Financial Modeling, Teamwork, Series 63, Securities, Series 66, Options, Retirement, Financial Advisory, Financial Markets, Risk Management, ETFs, Bonds, Equity Research, Trading, Investment Strategies, Investment Advisory, Term Life Insurance, Health Insurance, Annuities, Fixed Annuities, Customer Service
Education
Towson University 2002 — 2007
BS Finance, Minor in Economics
St. Michaels High School
Life
Patrick Ebner Patrick Ebner's Merrill Lynch Experience May 2007 - September 2007
Job Property Management
Industry Real Estate
Experience
Village Green June 2015 - Present
Village Green March 2014 - June 2015
Village Green December 2013 - March 2014
Village Green June 2013 - December 2013
Morgan Stanley January 2011 - June 2013
Morgan Stanley September 2007 - December 2010
Merrill Lynch May 2007 - September 2007
Skills
Credit, Derivatives, Banking, Bloomberg Terminal, Credit Analysis, Series 7, Management, Sales, Customer Service, Financial Services, Finance
Education
Towson University 2003 — 2007
B.S. in Business Administration, Finance Concentration, Economics minor
Village Green June 2015 - Present
Village Green March 2014 - June 2015
Village Green December 2013 - March 2014
Village Green June 2013 - December 2013
Morgan Stanley January 2011 - June 2013
Morgan Stanley September 2007 - December 2010
Merrill Lynch May 2007 - September 2007
Skills
Credit, Derivatives, Banking, Bloomberg Terminal, Credit Analysis, Series 7, Management, Sales, Customer Service, Financial Services, Finance
Education
Towson University 2003 — 2007
B.S. in Business Administration, Finance Concentration, Economics minor
Christopher Begbie Christopher Begbie's Merrill Lynch Experience July 2011 - August 2012
Job Regional Vice President, Emerging Markets Specialist
Industry Investment Management
Experience
Mirae Asset Global Investments March 2015 - Present
OppenheimerFunds July 2013 - March 2015
PNC Investments August 2012 - July 2013
Merrill Lynch July 2011 - August 2012
T. Rowe Price November 2010 - April 2011
Constellation Financial Advisors, LLC. June 2010 - November 2010
Morgan Stanley May 2009 - September 2009
Skills
Investment Management, Asset Managment, Sales, Portfolio Management, Options, Fixed Income, Mutual Funds, Asset Allocation, Equities, Series 7, Series 66, Wealth Management, Financial Advisory, Finance
Education
Towson University
Business Administration and Finance
Mirae Asset Global Investments March 2015 - Present
OppenheimerFunds July 2013 - March 2015
PNC Investments August 2012 - July 2013
Merrill Lynch July 2011 - August 2012
T. Rowe Price November 2010 - April 2011
Constellation Financial Advisors, LLC. June 2010 - November 2010
Morgan Stanley May 2009 - September 2009
Skills
Investment Management, Asset Managment, Sales, Portfolio Management, Options, Fixed Income, Mutual Funds, Asset Allocation, Equities, Series 7, Series 66, Wealth Management, Financial Advisory, Finance
Education
Towson University
Business Administration and Finance
Alyssa Murphy Alyssa Murphy's Merrill Lynch Experience November 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
FactSet Research Systems October 2012 - 2013
Merrill Lynch August 2010 - September 2012
Merrill Lynch May 2009 - September 2009
In The Pink Stores, Inc. May 2009 - August 2009
Skills
Series 7, CRPC, Series 66, Client Services, Financial Modeling, Certified Financial...
Education
Trinity College-Hartford 2006 — 2010
History, American Studies
Merrill Lynch November 2013 - Present
FactSet Research Systems October 2012 - 2013
Merrill Lynch August 2010 - September 2012
Merrill Lynch May 2009 - September 2009
In The Pink Stores, Inc. May 2009 - August 2009
Skills
Series 7, CRPC, Series 66, Client Services, Financial Modeling, Certified Financial...
Education
Trinity College-Hartford 2006 — 2010
History, American Studies
Kevin Pike's Merrill Lynch Experience July 2000 - July 2004
Job Manager, Credit & Collections (Medical & Dental) at Henry Schein
Industry Hospital & Health Care
Experience
Henry Schein December 2012 - Present
Merrill Lynch & Co. (Bank of America) July 2004 - November 2012
Merrill Lynch July 2000 - July 2004
New York Jets Football Club July 1990 - July 2000
Skills
Series 7, Series 66, Certified Financial..., Credit, Mortgage Lending, Consumer Lending, Securities Lending, Asset Based Lending, Commercial Lending, Lending Solutions, Banking, Credit Analysis, Strategic Financial..., Uniform Combined State...
Education
Towson University 1999 — 2000
Bachelor of Science (B.S.), Sports Management / Kinesiology, 3.61
Chaminade High School 1989 — 1993
Henry Schein December 2012 - Present
Merrill Lynch & Co. (Bank of America) July 2004 - November 2012
Merrill Lynch July 2000 - July 2004
New York Jets Football Club July 1990 - July 2000
Skills
Series 7, Series 66, Certified Financial..., Credit, Mortgage Lending, Consumer Lending, Securities Lending, Asset Based Lending, Commercial Lending, Lending Solutions, Banking, Credit Analysis, Strategic Financial..., Uniform Combined State...
Education
Towson University 1999 — 2000
Bachelor of Science (B.S.), Sports Management / Kinesiology, 3.61
Chaminade High School 1989 — 1993
Jen Smith Tunnell's Merrill Lynch Experience March 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Ogilvy & Mather, Worldwide February 2008 - August 2011
Ryan iDirect August 2007 - February 2008
Ogilvy & Mather January 2000 - August 2007
Ogilvy & Mather June 1998 - January 2000
Ogilvy & Mather January 1996 - January 1998
Ogilvy & Mather June 1994 - January 1996
Skills
Marketing Communications, Integrated Marketing, Digital Strategy, Digital Marketing, Advertising, Direct Marketing, Interactive Marketing, Microsoft Excel, Project Management
Education
Trinity College-Hartford 1989 — 1993
Bachelor of Arts (B.A.), French Language and Literature
The Taft School 1987 — 1989
HS
Merrill Lynch March 2014 - Present
Ogilvy & Mather, Worldwide February 2008 - August 2011
Ryan iDirect August 2007 - February 2008
Ogilvy & Mather January 2000 - August 2007
Ogilvy & Mather June 1998 - January 2000
Ogilvy & Mather January 1996 - January 1998
Ogilvy & Mather June 1994 - January 1996
Skills
Marketing Communications, Integrated Marketing, Digital Strategy, Digital Marketing, Advertising, Direct Marketing, Interactive Marketing, Microsoft Excel, Project Management
Education
Trinity College-Hartford 1989 — 1993
Bachelor of Arts (B.A.), French Language and Literature
The Taft School 1987 — 1989
HS
Hanna Brenalt's Merrill Lynch Experience September 2006 - June 2008
Job Sales Consultant to Management
Industry Management Consulting
Experience
H.BRENALT SCM May 2011 - Present
BRENALT + May 2009 - Present
Southern Trust Securities July 2008 - June 2009
Merrill Lynch September 2006 - June 2008
West Indies Merchants & Cie. LTD November 1999 - August 2006
The Citibank Private Bank June 1996 - May 1999
CITIBANK INVESTMENT BANK & CAPITAL MARKETS – Bogotá, Colombia April 1992 - June 1996
Skills
Pricing, Finance, Sales, Business, FX trading, Securities, Managerial, Mergers, Financial Services, Financial Analysis, Business Strategy, Investments, Strategic Planning, Forecasting, Strategic Financial...
Education
Thunderbird School of Global Management 2007 — 2009
MBA, International Management
Thunderbird School of Global Management 2007 — 2009
MBA, International Management
Universidad del Norte 1991 — 1991
Minor, MIS & Project Evaluation
Universidad del Norte 1988 — 1991
B.S., Industrial Engineering
H.BRENALT SCM May 2011 - Present
BRENALT + May 2009 - Present
Southern Trust Securities July 2008 - June 2009
Merrill Lynch September 2006 - June 2008
West Indies Merchants & Cie. LTD November 1999 - August 2006
The Citibank Private Bank June 1996 - May 1999
CITIBANK INVESTMENT BANK & CAPITAL MARKETS – Bogotá, Colombia April 1992 - June 1996
Skills
Pricing, Finance, Sales, Business, FX trading, Securities, Managerial, Mergers, Financial Services, Financial Analysis, Business Strategy, Investments, Strategic Planning, Forecasting, Strategic Financial...
Education
Thunderbird School of Global Management 2007 — 2009
MBA, International Management
Thunderbird School of Global Management 2007 — 2009
MBA, International Management
Universidad del Norte 1991 — 1991
Minor, MIS & Project Evaluation
Universidad del Norte 1988 — 1991
B.S., Industrial Engineering
Richard Lennon's Merrill Lynch Experience September 1997 - October 1999
Job Real Estate Salesperson at Halstead Property
Industry Real Estate
Experience
Halstead Property June 2014 - Present
Town and Country Real Estate January 2011 - June 2014
McLauchlen Real Estate January 2006 - December 2010
US Peace Corps, Ukraine March 2003 - June 2005
Self Employed November 1999 - January 2002
Merrill Lynch September 1997 - October 1999
Don Richard Associates March 1996 - August 1997
Skills
Real Estate, Sales, Financial Analysis, Real Estate Transactions, Selling, Investment Properties, Commercial Real Estate, International Business..., Residential Homes, Project Management, Strategic Planning, Market Research, Customer Service, Financial Risk
Education
Thunderbird School of Global Management 1995 — 1996
Masters of Internatianal Management, International Finance, 3.98
The College of William and Mary 1988 — 1992
B.B.A, Marketing
Halstead Property June 2014 - Present
Town and Country Real Estate January 2011 - June 2014
McLauchlen Real Estate January 2006 - December 2010
US Peace Corps, Ukraine March 2003 - June 2005
Self Employed November 1999 - January 2002
Merrill Lynch September 1997 - October 1999
Don Richard Associates March 1996 - August 1997
Skills
Real Estate, Sales, Financial Analysis, Real Estate Transactions, Selling, Investment Properties, Commercial Real Estate, International Business..., Residential Homes, Project Management, Strategic Planning, Market Research, Customer Service, Financial Risk
Education
Thunderbird School of Global Management 1995 — 1996
Masters of Internatianal Management, International Finance, 3.98
The College of William and Mary 1988 — 1992
B.B.A, Marketing
Xiyong (Adam) Yuan's Merrill Lynch Experience March 1998 - April 1999
Job Director of Operations Technology at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial May 1999 - Present
Tradescape May 1999 - April 2002
XKX January 1995 - January 2000
Merrill Lynch March 1998 - April 1999
NBC November 1996 - March 1998
Skills
SDLC, Agile Methodologies, Software Project..., Business Analysis, Windows Server, Unix, XML, Oracle SQL, Sybase, Microsoft SQL Server, Risk Management, BPEL, BPMN, Java, C++, .NET, Business Objects, Frontier, Oracle SOA Suite, Oracle, Linux, LDAP, Financial Reporting, Bank Reconciliation, Business Process..., Batch Processing, ETL Tools, Back Office, Day Trading, Web Development, Online Gaming, SOA, Visual Basic
Education
University of Cincinnati 1994 — 1996
Master of Science, Engineering
Tongji University 1988 — 1992
Bachelor, Civil Engineering
E*TRADE Financial May 1999 - Present
Tradescape May 1999 - April 2002
XKX January 1995 - January 2000
Merrill Lynch March 1998 - April 1999
NBC November 1996 - March 1998
Skills
SDLC, Agile Methodologies, Software Project..., Business Analysis, Windows Server, Unix, XML, Oracle SQL, Sybase, Microsoft SQL Server, Risk Management, BPEL, BPMN, Java, C++, .NET, Business Objects, Frontier, Oracle SOA Suite, Oracle, Linux, LDAP, Financial Reporting, Bank Reconciliation, Business Process..., Batch Processing, ETL Tools, Back Office, Day Trading, Web Development, Online Gaming, SOA, Visual Basic
Education
University of Cincinnati 1994 — 1996
Master of Science, Engineering
Tongji University 1988 — 1992
Bachelor, Civil Engineering
Ranjesh Singh's Merrill Lynch Experience June 2000 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2000 - Present
Education
Thunderbird School of Global Management
Merrill Lynch June 2000 - Present
Education
Thunderbird School of Global Management
Botha Bip's Merrill Lynch Experience May 2004 - Present
Job
Industry Financial Services
Experience
Merrill Lynch May 2004 - Present
Skills
Fixed Income, Capital Markets
Education
Trinity College-Hartford 1998 — 2002
Phillips Exeter Academy
Merrill Lynch May 2004 - Present
Skills
Fixed Income, Capital Markets
Education
Trinity College-Hartford 1998 — 2002
Phillips Exeter Academy
Colin Baker's Merrill Lynch Experience September 1998 - April 1999
Job Strategic Partner Director at SAP
Industry Computer Software
Experience
SAP Americas, Inc. October 2013 - Present
SAP Americas, Inc. July 2010 - September 2013
SAP Americas, Inc. January 2007 - June 2010
SunGard Availability Services March 2004 - January 2007
Digex, Inc. May 1999 - March 2004
Merrill Lynch September 1998 - April 1999
Skills
Enterprise Software, Selling, Consulting, Strategy, SAP, SaaS, Solution Selling, Business Intelligence, Business Process, Managed Services, Sales, Cloud Computing, Management, Complex Sales, Disaster Recovery, ERP, Strategic Planning, Sales Process, Partner Management, Salesforce.com, Account Management, Software Industry, CRM, Product Marketing, Sales Management, Business Alliances, Demand Generation, Business Planning, Go-to-market Strategy, New Business Development, Channel Partners, Databases, Professional Services, Business Development, Marketing, Strategic Partnerships, Direct Sales
Education
Towson University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Towson University
Bachelor of Science, Business Administration
SAP Americas, Inc. October 2013 - Present
SAP Americas, Inc. July 2010 - September 2013
SAP Americas, Inc. January 2007 - June 2010
SunGard Availability Services March 2004 - January 2007
Digex, Inc. May 1999 - March 2004
Merrill Lynch September 1998 - April 1999
Skills
Enterprise Software, Selling, Consulting, Strategy, SAP, SaaS, Solution Selling, Business Intelligence, Business Process, Managed Services, Sales, Cloud Computing, Management, Complex Sales, Disaster Recovery, ERP, Strategic Planning, Sales Process, Partner Management, Salesforce.com, Account Management, Software Industry, CRM, Product Marketing, Sales Management, Business Alliances, Demand Generation, Business Planning, Go-to-market Strategy, New Business Development, Channel Partners, Databases, Professional Services, Business Development, Marketing, Strategic Partnerships, Direct Sales
Education
Towson University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Towson University
Bachelor of Science, Business Administration
Jennine Reitter's Merrill Lynch Experience January 2001 - June 2007
Job Experienced in Financial Services Operations and Sales Support
Industry Financial Services
Experience
Merrill Lynch January 2001 - June 2007
Vanguard January 2000 - January 2001
Education
Towson University 1995 — 1999
BS, Psychology
Merrill Lynch January 2001 - June 2007
Vanguard January 2000 - January 2001
Education
Towson University 1995 — 1999
BS, Psychology
Elizabeth Sernoff's Merrill Lynch Experience August 2006 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2006 - Present
Education
Thunderbird School of Global Management 1998 — 2000
University of Wisconsin-Madison 1989 — 1993
BA, International Relations
Merrill Lynch August 2006 - Present
Education
Thunderbird School of Global Management 1998 — 2000
University of Wisconsin-Madison 1989 — 1993
BA, International Relations
Dedin Witherspoon's Merrill Lynch Experience 2007 - 2012
Job Director, Default Management and RE Loan Servicing at S3 Shared Service Solutions, LLC
Industry Financial Services
Experience
S3 - Shared Service Solutions, LLC April 2014 - Present
PNC Wealth Management 2012 - 2014
Merrill Lynch 2007 - 2012
Wells Fargo 1995 - 2007
Skills
Portfolio Management, Credit, Leadership, Banking, Wealth Management, Loans, Credit Analysis, Mortgage Lending, Investments, Consumer Lending, Finance, Business Development, Loan Origination, Mortgage Banking, Series 63, Commercial Banking, Series 7, Mutual Funds, Small Business Lending, Commercial Lending, Retirement Planning
Education
University of Baltimore 1998 — 2000
MBA, Finance
Towson University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
S3 - Shared Service Solutions, LLC April 2014 - Present
PNC Wealth Management 2012 - 2014
Merrill Lynch 2007 - 2012
Wells Fargo 1995 - 2007
Skills
Portfolio Management, Credit, Leadership, Banking, Wealth Management, Loans, Credit Analysis, Mortgage Lending, Investments, Consumer Lending, Finance, Business Development, Loan Origination, Mortgage Banking, Series 63, Commercial Banking, Series 7, Mutual Funds, Small Business Lending, Commercial Lending, Retirement Planning
Education
University of Baltimore 1998 — 2000
MBA, Finance
Towson University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Jay McLee's Merrill Lynch Experience July 2007 - Present
Job Electronic Trading ML
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Education
Touro College Jacob D. Fuchsberg Law Center
Merrill Lynch July 2007 - Present
Education
Touro College Jacob D. Fuchsberg Law Center
Christopher Lauver's Merrill Lynch Experience March 2001 - August 2003
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
VALIC June 2008 - September 2012
Lincoln Financial Distributors August 2003 - June 2008
Merrill Lynch March 2001 - August 2003
Datek Online 2000 - 2001
Skills
Series 6, Variable Annuities, Retirement, Uniform Combined State..., Strategic Financial..., Alternative Investments, Life Insurance, 401k Rollovers, IRAs, Insurance, Financial Advisory, Asset Managment, ETFs, Long-term Care, Estate Planning, Financial Planning, Financial Services, Asset Management
Education
Towson University 1992 — 1996
BS, Sports Management
TIAA-CREF September 2012 - Present
VALIC June 2008 - September 2012
Lincoln Financial Distributors August 2003 - June 2008
Merrill Lynch March 2001 - August 2003
Datek Online 2000 - 2001
Skills
Series 6, Variable Annuities, Retirement, Uniform Combined State..., Strategic Financial..., Alternative Investments, Life Insurance, 401k Rollovers, IRAs, Insurance, Financial Advisory, Asset Managment, ETFs, Long-term Care, Estate Planning, Financial Planning, Financial Services, Asset Management
Education
Towson University 1992 — 1996
BS, Sports Management
Timothy Kane's Merrill Lynch Experience 1994 - 1998
Job Citi Treasury & Trade Solutions
Industry Banking
Experience
Citi - Treasury & Trade Solutions May 2005 - Present
SAP September 2000 - April 2005
Agilent Technologies August 1999 - August 2000
Merrill Lynch 1994 - 1998
Skills
Fixed Income, Management, Vendor Management, Relationship Management, Banking, Portfolio Management, Financial Services, Analysis, Business Planning, Strategic Partnerships, Strategy, Leadership, Partnerships, NASD Series 6, 7, and..., Sales, Forecasting, Finance, Business Development, Cash Management, Payments
Education
Thunderbird School of Global Management 1998 — 1999
MBA, Intl. Finance
University of San Diego 1988 — 1992
Bachelor of Arts, Communication
Citi - Treasury & Trade Solutions May 2005 - Present
SAP September 2000 - April 2005
Agilent Technologies August 1999 - August 2000
Merrill Lynch 1994 - 1998
Skills
Fixed Income, Management, Vendor Management, Relationship Management, Banking, Portfolio Management, Financial Services, Analysis, Business Planning, Strategic Partnerships, Strategy, Leadership, Partnerships, NASD Series 6, 7, and..., Sales, Forecasting, Finance, Business Development, Cash Management, Payments
Education
Thunderbird School of Global Management 1998 — 1999
MBA, Intl. Finance
University of San Diego 1988 — 1992
Bachelor of Arts, Communication
Mike Zarren's Merrill Lynch Experience January 2001 - May 2001
Job Director, Key Accounts at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC August 2013 - Present
Ceros Financial Services, Inc. September 2009 - August 2013
Rydex Financial Services, Inc. August 2005 - September 2009
Rydex Investments September 2003 - August 2005
Merrill Lynch January 2001 - May 2001
Skills
Series 7, Series 63, New Business Development, Mutual Funds, RIA Custody, Broker-Dealer, Building Relationships, Financial Services, Relationship Management, Series 65, Marketing, Marketing Strategy, Leadership, Management, Wealth Management, Investment Advisory, Asset Management, Investments
Education
Towson University 1997 — 2001
BS, Finance
CLS Investments, LLC August 2013 - Present
Ceros Financial Services, Inc. September 2009 - August 2013
Rydex Financial Services, Inc. August 2005 - September 2009
Rydex Investments September 2003 - August 2005
Merrill Lynch January 2001 - May 2001
Skills
Series 7, Series 63, New Business Development, Mutual Funds, RIA Custody, Broker-Dealer, Building Relationships, Financial Services, Relationship Management, Series 65, Marketing, Marketing Strategy, Leadership, Management, Wealth Management, Investment Advisory, Asset Management, Investments
Education
Towson University 1997 — 2001
BS, Finance
Joe Goldgrab's Merrill Lynch Experience 1996 - 1997
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 1997 - Present
TIAA-CREF New York, NY 1997 - Present
Merrill Lynch 1996 - 1997
Skills
High Net Worth..., Wealth Management, Retirement, Annuities, Estate Planning, Financial Planning, Asset Management, Fixed Annuities, Portfolio Management, Retirement Planning
Education
Touro College 1991 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
TIAA-CREF August 1997 - Present
TIAA-CREF New York, NY 1997 - Present
Merrill Lynch 1996 - 1997
Skills
High Net Worth..., Wealth Management, Retirement, Annuities, Estate Planning, Financial Planning, Asset Management, Fixed Annuities, Portfolio Management, Retirement Planning
Education
Touro College 1991 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Gregory Grande's Merrill Lynch Experience February 2000 - Present
Job AVP Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2000 - Present
Skills
Wealth Management, Fixed Income Portfolio..., Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Equities, 401(k) Plans, Series 63, Series 7, Financial Services
Education
Thunderbird School of Global Management 1990 — 1991
Master of Business Administration (MBA), Economics and Finance
University of Massachusetts, Amherst 1981 — 1985
Bachelor of Arts (B.A.), Language and Business
Universite Paris-Sorbonne 1983 — 1984
Diploma of French Civilization, Culture & Language
Merrill Lynch February 2000 - Present
Skills
Wealth Management, Fixed Income Portfolio..., Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Equities, 401(k) Plans, Series 63, Series 7, Financial Services
Education
Thunderbird School of Global Management 1990 — 1991
Master of Business Administration (MBA), Economics and Finance
University of Massachusetts, Amherst 1981 — 1985
Bachelor of Arts (B.A.), Language and Business
Universite Paris-Sorbonne 1983 — 1984
Diploma of French Civilization, Culture & Language
Joe Cremen, CRPC's Merrill Lynch Experience April 2006 - Present
Job Senior Vice President Merrill Lynch, Financial Advisor, Chartered Retirement Planning Counselor
Industry Investment Management
Experience
Merrill Lynch April 2006 - Present
Northwestern Mutual June 2000 - March 2006
Skills
Series 7, Retirement Planning, Wealth, Private Equity, Portfolio Management, Wealth Management, Investments, Asset Allocation, Equities, Fixed Income, Investment Advisory, Asset Management, Investment Strategies, Financial Services, Financial Advisory, Retirement, Bonds, Hedge Funds
Education
Towson University 1995 — 2000
B.S., Marketing
Mount Saint Joseph High School
Merrill Lynch April 2006 - Present
Northwestern Mutual June 2000 - March 2006
Skills
Series 7, Retirement Planning, Wealth, Private Equity, Portfolio Management, Wealth Management, Investments, Asset Allocation, Equities, Fixed Income, Investment Advisory, Asset Management, Investment Strategies, Financial Services, Financial Advisory, Retirement, Bonds, Hedge Funds
Education
Towson University 1995 — 2000
B.S., Marketing
Mount Saint Joseph High School
Ann Marie Bria's Merrill Lynch Experience May 2006 - January 2008
Job Director, The Depository Trust & Clearing Corporation
Industry Capital Markets
Experience
DTCC October 2008 - Present
Merrill Lynch May 2006 - January 2008
JPMorgan Chase June 1996 - May 2006
Education
Trinity College-Hartford 1992 — 1996
B.A., Economics
DTCC October 2008 - Present
Merrill Lynch May 2006 - January 2008
JPMorgan Chase June 1996 - May 2006
Education
Trinity College-Hartford 1992 — 1996
B.A., Economics
Bob Slowey's Merrill Lynch Experience 1996 - 2009
Job Event Management, Media & Technology
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch 1996 - Present
Imagine Discovery School April 2009 - June 2014
Merrill Lynch 1996 - 2009
Skills
Event Planning, Marketing, Event Management, Social Media Marketing, Social Media, Fundraising, Meeting Planning, Email Marketing, Budgets, Strategic Planning, Social Networking, Sales, Entertainment, Corporate Events, Trade Shows, Public Relations, Online Marketing, Direct Marketing
Education
Towson University 1980 — 1985
BS, Mass Comm
Bank of America Merrill Lynch 1996 - Present
Imagine Discovery School April 2009 - June 2014
Merrill Lynch 1996 - 2009
Skills
Event Planning, Marketing, Event Management, Social Media Marketing, Social Media, Fundraising, Meeting Planning, Email Marketing, Budgets, Strategic Planning, Social Networking, Sales, Entertainment, Corporate Events, Trade Shows, Public Relations, Online Marketing, Direct Marketing
Education
Towson University 1980 — 1985
BS, Mass Comm
Ali Alati's Merrill Lynch Experience September 2008 - Present
Job Intern at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch September 2008 - Present
Rapid Ratings International 2008 - 2008
Education
Towson University 2004 — 2009
BUAD, Marketing
Merrill Lynch September 2008 - Present
Rapid Ratings International 2008 - 2008
Education
Towson University 2004 — 2009
BUAD, Marketing
Elizabeth Arnall's Merrill Lynch Experience 1997 - 1999
Job Financial Services Sales and Marketing
Industry Financial Services
Experience
BNP Paribas 2010 - Present
Thomas Weisel Partners 2009 - 2010
Bank of America 2006 - 2009
Citigroup 2004 - 2005
Credit Agricole Indosuez Cheuvreux 2000 - 2003
Merrill Lynch 1997 - 1999
Skills
Equity sales, Developing Client..., Series 7, Series 63, Investor Relations, Investment Banking, Hedge Funds, Asset Management
Education
Trinity College-Hartford
Bachelor of Arts (BA), French Language and Literature
Phillips Exeter Academy
BNP Paribas 2010 - Present
Thomas Weisel Partners 2009 - 2010
Bank of America 2006 - 2009
Citigroup 2004 - 2005
Credit Agricole Indosuez Cheuvreux 2000 - 2003
Merrill Lynch 1997 - 1999
Skills
Equity sales, Developing Client..., Series 7, Series 63, Investor Relations, Investment Banking, Hedge Funds, Asset Management
Education
Trinity College-Hartford
Bachelor of Arts (BA), French Language and Literature
Phillips Exeter Academy
Patricia Tlapek's Merrill Lynch Experience 1985 - 1988
Job Market Analysis/Technician
Industry Market Research
Experience
JPAC 2006 - Present
Commodity Risk Management 2002 - 2006
Enron 1997 - 2001
Walsh-Dunsmore, LLC 1991 - 1994
Beardsley, LLC 1988 - 1990
Merrill Lynch 1985 - 1988
Skills
Technical Analysis, Investment Strategies, Investment Advisory, Oil & Gas Industry, Futures Trading, Future Trends, People Skills, People-oriented, Contract Negotiation, Strategic Negotiations, Networking, Trust Building, Trusted Business Advisor, Trusted Business Partner, Business Development, New Business Development, Finance, Commodity
Education
Thunderbird School of Global Management 1995 — 1997
Master of Business Administration (MBA)
William Woods University 1981 — 1985
Bachelor of Science (BS), Economics
JPAC 2006 - Present
Commodity Risk Management 2002 - 2006
Enron 1997 - 2001
Walsh-Dunsmore, LLC 1991 - 1994
Beardsley, LLC 1988 - 1990
Merrill Lynch 1985 - 1988
Skills
Technical Analysis, Investment Strategies, Investment Advisory, Oil & Gas Industry, Futures Trading, Future Trends, People Skills, People-oriented, Contract Negotiation, Strategic Negotiations, Networking, Trust Building, Trusted Business Advisor, Trusted Business Partner, Business Development, New Business Development, Finance, Commodity
Education
Thunderbird School of Global Management 1995 — 1997
Master of Business Administration (MBA)
William Woods University 1981 — 1985
Bachelor of Science (BS), Economics
Avi Yushuvaev's Merrill Lynch Experience 1999 - 2005
Job Program Manager / Business Manager
Industry Information Technology and Services
Experience
Independent Information Technology and Services Professional February 2014 - Present
Bank of America Merrill Lynch 2009 - February 2014
Credit Suisse October 2005 - September 2009
Merrill Lynch 1999 - 2005
Credit Suisse November 1994 - May 1999
Skills
Strategy, Leadership, Project Management, Business Strategy, Banking, Finance, Business Analysis, SDLC, Capital Markets, PMO, Project Portfolio..., Software Project..., Management, Business Requirements, Business Intelligence, Infrastructure, Strategic Financial..., IT Strategy, Wealth Management
Education
Touro College 1992 — 1996
B.S., Accounting
Independent Information Technology and Services Professional February 2014 - Present
Bank of America Merrill Lynch 2009 - February 2014
Credit Suisse October 2005 - September 2009
Merrill Lynch 1999 - 2005
Credit Suisse November 1994 - May 1999
Skills
Strategy, Leadership, Project Management, Business Strategy, Banking, Finance, Business Analysis, SDLC, Capital Markets, PMO, Project Portfolio..., Software Project..., Management, Business Requirements, Business Intelligence, Infrastructure, Strategic Financial..., IT Strategy, Wealth Management
Education
Touro College 1992 — 1996
B.S., Accounting
Kristi Frates's Merrill Lynch Experience July 2000 - July 2001
Job Financial Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Invest Financial, located at Gorham Savings Bank July 2001 - July 2012
Merrill Lynch July 2000 - July 2001
UNUM Life Insurance Co February 1995 - July 2000
Skills
CRM software, Microsoft Office, Financial Planning, Investments
Education
Thunderbird School of Global Management 1994 — 1994
Masters of International Management, Finance
University of Notre Dame 1987 — 1991
B.A. in Government & International Studies
Fidelity Investments July 2012 - Present
Invest Financial, located at Gorham Savings Bank July 2001 - July 2012
Merrill Lynch July 2000 - July 2001
UNUM Life Insurance Co February 1995 - July 2000
Skills
CRM software, Microsoft Office, Financial Planning, Investments
Education
Thunderbird School of Global Management 1994 — 1994
Masters of International Management, Finance
University of Notre Dame 1987 — 1991
B.A. in Government & International Studies
Hassan Rathore's Merrill Lynch Experience February 2004 - October 2005
Job COO at Algorithmic Capital Markets
Industry Financial Services
Experience
Algorithmic Capital Markets, Risk Application Inc and Vector Solutions Co. January 2006 - Present
Assent 2006 - 2010
Merrill Lynch February 2004 - October 2005
Education
Towson University 1999 — 2003
BS, Economincs
Burn Hall 1988 — 1995
Algorithmic Capital Markets, Risk Application Inc and Vector Solutions Co. January 2006 - Present
Assent 2006 - 2010
Merrill Lynch February 2004 - October 2005
Education
Towson University 1999 — 2003
BS, Economincs
Burn Hall 1988 — 1995
Juan Carlos Riera's Merrill Lynch Experience 1998 - 2000
Job Director at Windmills Capital Inc
Industry Financial Services
Experience
Windmills Capital Inc July 2012 - Present
International Compliance Solutions, LLC January 2009 - Present
InterBolsa Securities April 2012 - December 2012
SFG May 2007 - December 2008
Wachovia Securities 2001 - 2007
Wachovia 2001 - 2007
Merrill Lynch 1998 - 2000
Merrill Lynch Bank Suisse 1996 - 1998
Merrill Lynch Bank (Suisse) SA Geneva 1996 - 1998
Skills
AML, Compliance, Investment Advisory, Private Banking, Latin America, Supervisory Skills, Financial Institutions, Securities, Due Diligence, Risk Management, Wealth Management, Banking, Series 7, Audit, Brokerage, Cross-border..., Series 63, Series 24, Portfolio Management, Financial Services, Capital Markets, Operational Risk..., Equities, Commercial Banking, Fraud, Emerging Markets, KYC, Investment Banking, Corporate Governance, Wealth Management..., Options, Corporate Finance, Auditing, Bank Secrecy Act, Executive Management, Financial Markets, Trading, Strategy, Alternative Investments, Financial Risk, Hedge Funds, FINRA, Derivatives, Fixed Income, Asset Allocation, ETFs, Financial Advisory, Private Equity, Investments, Asset Management
Education
Thunderbird School of Global Management 2008 — 2009
ECGM, Global Management
Universidad Católica Andrés Bello 1983 — 1990
Law
Colegio San Agustin
Windmills Capital Inc July 2012 - Present
International Compliance Solutions, LLC January 2009 - Present
InterBolsa Securities April 2012 - December 2012
SFG May 2007 - December 2008
Wachovia Securities 2001 - 2007
Wachovia 2001 - 2007
Merrill Lynch 1998 - 2000
Merrill Lynch Bank Suisse 1996 - 1998
Merrill Lynch Bank (Suisse) SA Geneva 1996 - 1998
Skills
AML, Compliance, Investment Advisory, Private Banking, Latin America, Supervisory Skills, Financial Institutions, Securities, Due Diligence, Risk Management, Wealth Management, Banking, Series 7, Audit, Brokerage, Cross-border..., Series 63, Series 24, Portfolio Management, Financial Services, Capital Markets, Operational Risk..., Equities, Commercial Banking, Fraud, Emerging Markets, KYC, Investment Banking, Corporate Governance, Wealth Management..., Options, Corporate Finance, Auditing, Bank Secrecy Act, Executive Management, Financial Markets, Trading, Strategy, Alternative Investments, Financial Risk, Hedge Funds, FINRA, Derivatives, Fixed Income, Asset Allocation, ETFs, Financial Advisory, Private Equity, Investments, Asset Management
Education
Thunderbird School of Global Management 2008 — 2009
ECGM, Global Management
Universidad Católica Andrés Bello 1983 — 1990
Law
Colegio San Agustin
Eduardo Canet's Merrill Lynch Experience March 2011 - November 2013
Job International Financial Advisor at Merrill Lynch International Private Bank
Industry Financial Services
Experience
Merrill Lynch International Private Bank August 2013 - Present
Merrill Lynch March 2011 - November 2013
Infuse Commercial Capital Corporation August 2010 - February 2011
E*TRADE Financial November 2009 - February 2010
The Tennis Channel May 2009 - July 2009
South Gate Investments September 2008 - December 2008
Schonfeld Securities June 2008 - August 2008
Bear Stearns May 2007 - August 2007
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Equities, Bloomberg Terminal, Investments, Financial Analysis, Due Diligence, Fixed Income
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
The Lawrenceville School
Merrill Lynch International Private Bank August 2013 - Present
Merrill Lynch March 2011 - November 2013
Infuse Commercial Capital Corporation August 2010 - February 2011
E*TRADE Financial November 2009 - February 2010
The Tennis Channel May 2009 - July 2009
South Gate Investments September 2008 - December 2008
Schonfeld Securities June 2008 - August 2008
Bear Stearns May 2007 - August 2007
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Equities, Bloomberg Terminal, Investments, Financial Analysis, Due Diligence, Fixed Income
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
The Lawrenceville School
Scott Husslein's Merrill Lynch Experience 1993 - 2000
Job Senior Counsel at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America 2007 - Present
Tata Consultancy Services 2004 - 2007
Fujitsu Consulting Inc. 2000 - 2004
Merrill Lynch 1993 - 2000
Skills
Information Technology, Intellectual Property, Outsourcing, Commercial Transactions, Contracts, New Media, Software Licensing, Big Data, Cybersecurity, Information Services, Commercial Contracting, Procurement, IT Procurement, General Corporate..., Licensing, Management, Leadership, Analysis
Education
Touro College Jacob D. Fuchsberg Law Center
Juris Doctor, Law, Cum Laude
St. John’s University 1982 — 1986
BS, Business Management
St. John’s University 1982 — 1984
AS, Computer Programming
The Guardian Life Insurance Company of America 2007 - Present
Tata Consultancy Services 2004 - 2007
Fujitsu Consulting Inc. 2000 - 2004
Merrill Lynch 1993 - 2000
Skills
Information Technology, Intellectual Property, Outsourcing, Commercial Transactions, Contracts, New Media, Software Licensing, Big Data, Cybersecurity, Information Services, Commercial Contracting, Procurement, IT Procurement, General Corporate..., Licensing, Management, Leadership, Analysis
Education
Touro College Jacob D. Fuchsberg Law Center
Juris Doctor, Law, Cum Laude
St. John’s University 1982 — 1986
BS, Business Management
St. John’s University 1982 — 1984
AS, Computer Programming
Andy Heyman's Merrill Lynch Experience March 2014 - Present
Job Associate at Merrill Lynch, The HalseyGaisterCollins Group
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Kowitz Financial Group, LLC April 2011 - March 2014
Kowitz Financial Services September 2008 - March 2011
At Speed Motorsports March 2007 - August 2008
CoStar Group September 2006 - March 2007
Community Analytics February 2005 - September 2006
Skills
Retirement Planning, Investments
Education
Towson University 2001 — 2006
BS Finance, Finance
Chapelgate Christian Academy 1997 — 2001
McDonogh School 1987 — 1997
Merrill Lynch March 2014 - Present
Kowitz Financial Group, LLC April 2011 - March 2014
Kowitz Financial Services September 2008 - March 2011
At Speed Motorsports March 2007 - August 2008
CoStar Group September 2006 - March 2007
Community Analytics February 2005 - September 2006
Skills
Retirement Planning, Investments
Education
Towson University 2001 — 2006
BS Finance, Finance
Chapelgate Christian Academy 1997 — 2001
McDonogh School 1987 — 1997
Garret S Garbarino's Merrill Lynch Experience August 2004 - November 2007
Job Risk Management Analyst at Cosntellation New Energu
Industry Oil & Energy
Experience
Constellation Energy November 2010 - Present
Constellation Energy November 2007 - October 2010
Merrill Lynch August 2004 - November 2007
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2010
Master of Business Administration
Towson University 2000 — 2004
Bachelor, Business Administration
Towson University 2000 — 2004
Bachelor, Computer Information Systems
Constellation Energy November 2010 - Present
Constellation Energy November 2007 - October 2010
Merrill Lynch August 2004 - November 2007
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2010
Master of Business Administration
Towson University 2000 — 2004
Bachelor, Business Administration
Towson University 2000 — 2004
Bachelor, Computer Information Systems
Mitch O'Brien, CFA's Merrill Lynch Experience March 2005 - February 2008
Job Equity Product Specialist Investment Management Products at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters November 2011 - Present
Oppenheimer & Co. April 2011 - October 2011
Sabattical 2009 - 2010
CJS Securities March 2008 - October 2008
Merrill Lynch March 2005 - February 2008
Sabattical July 2002 - February 2005
CIBC World Markets February 2000 - June 2002
Bank of Bermuda (HSBC) May 1997 - January 2000
Skills
Equity Research, Financial Modeling, Equity Valuation, Portfolio Management, Derivatives, Competitive Analysis, Analysis, Investment Management, Bonds, Fixed Income, Capital Markets, Hedge Funds, Financial Markets, Investment Banking, Alternative Investments, DCF, Asset Management, Treasury Management, Securities, Valuation, Equities, Financial Services, Forecasting, Trading, Options, Corporate Finance, Investor Relations, Bloomberg, Risk Management, Investments, Financial Analysis, Finance, Management, Banking, Strategy, Mergers & Acquisitions, Mutual Funds, Private Equity, Due Diligence
Education
Thunderbird School of Global Management
Master of Business Administration, Finance and Financial Management Services
University of Arizona
Bachelor of Science, Finance
Thomson Reuters November 2011 - Present
Oppenheimer & Co. April 2011 - October 2011
Sabattical 2009 - 2010
CJS Securities March 2008 - October 2008
Merrill Lynch March 2005 - February 2008
Sabattical July 2002 - February 2005
CIBC World Markets February 2000 - June 2002
Bank of Bermuda (HSBC) May 1997 - January 2000
Skills
Equity Research, Financial Modeling, Equity Valuation, Portfolio Management, Derivatives, Competitive Analysis, Analysis, Investment Management, Bonds, Fixed Income, Capital Markets, Hedge Funds, Financial Markets, Investment Banking, Alternative Investments, DCF, Asset Management, Treasury Management, Securities, Valuation, Equities, Financial Services, Forecasting, Trading, Options, Corporate Finance, Investor Relations, Bloomberg, Risk Management, Investments, Financial Analysis, Finance, Management, Banking, Strategy, Mergers & Acquisitions, Mutual Funds, Private Equity, Due Diligence
Education
Thunderbird School of Global Management
Master of Business Administration, Finance and Financial Management Services
University of Arizona
Bachelor of Science, Finance
Ismael Delshad's Merrill Lynch Experience August 2008 - December 2008
Job Operational Manager at Sir Pizza of KY Inc. and Licensed Realtor at Berea Realty Inc.
Industry Accounting
Experience
Sir Pizza August 2009 - Present
Berea Realty Inc. June 2007 - Present
Mountjoy Chilton Medley January 2014 - February 2015
Osram Sylvania July 2010 - June 2011
Merrill Lynch August 2008 - December 2008
Skills
•Certification in..., •Supply Chain..., •Proficient in..., •Proficient in Spanish, Finance, Recruiting
Education
University of Kentucky 2010 — 2011
Master, Business Administration
Transylvania University 2005 — 2009
Bachelor, Business Administration and Accounting
Sir Pizza August 2009 - Present
Berea Realty Inc. June 2007 - Present
Mountjoy Chilton Medley January 2014 - February 2015
Osram Sylvania July 2010 - June 2011
Merrill Lynch August 2008 - December 2008
Skills
•Certification in..., •Supply Chain..., •Proficient in..., •Proficient in Spanish, Finance, Recruiting
Education
University of Kentucky 2010 — 2011
Master, Business Administration
Transylvania University 2005 — 2009
Bachelor, Business Administration and Accounting
Ray Fedorko's Merrill Lynch Experience May 1994 - May 2004
Job Vice President at Thakar Financial LLC
Industry Financial Services
Experience
Thakar Financial LLC March 2008 - Present
Fidelity Bank June 2004 - March 2008
Merrill Lynch May 1994 - May 2004
Education
Thunderbird School of Global Management
Master of International Management, Finance
University of Notre Dame
Bachelor of Arts, Economics
Thakar Financial LLC March 2008 - Present
Fidelity Bank June 2004 - March 2008
Merrill Lynch May 1994 - May 2004
Education
Thunderbird School of Global Management
Master of International Management, Finance
University of Notre Dame
Bachelor of Arts, Economics
Chapin Lee's Merrill Lynch Experience May 2008 - August 2008
Job Student at Trinity College Hartford
Industry Higher Education
Experience
BlueStar Energy Services May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Education
Trinity College-Hartford
BlueStar Energy Services May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Education
Trinity College-Hartford
Alexandria Alati's Merrill Lynch Experience September 2008 - November 2008
Job Account Executive at SourceMedia
Industry Online Media
Experience
SourceMedia December 2014 - Present
Moody's Analytics April 2011 - December 2014
GAF Materials Corporation June 2010 - March 2011
Morgan Stanley December 2009 - May 2010
Merrill Lynch September 2008 - November 2008
Rapid Ratings International June 2008 - August 2008
Verizon Wireless July 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, PowerPoint, Finance, Sales Operations, Contract Management, Sales Analysis, PeopleSoft, Project Management, Process Improvement, Relationship Management, Manage Client..., Legal Compliance, Microsoft Office, Marketing, Outlook, Customer Service, Equities, CRM, Sales, Social Media
Education
Towson University 2004 — 2009
Bachelor of Science, Business Administration and Marketing
Montclair Kimberley Academy 2002 — 2004
Glen Ridge High School 2000 — 2001
SourceMedia December 2014 - Present
Moody's Analytics April 2011 - December 2014
GAF Materials Corporation June 2010 - March 2011
Morgan Stanley December 2009 - May 2010
Merrill Lynch September 2008 - November 2008
Rapid Ratings International June 2008 - August 2008
Verizon Wireless July 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, PowerPoint, Finance, Sales Operations, Contract Management, Sales Analysis, PeopleSoft, Project Management, Process Improvement, Relationship Management, Manage Client..., Legal Compliance, Microsoft Office, Marketing, Outlook, Customer Service, Equities, CRM, Sales, Social Media
Education
Towson University 2004 — 2009
Bachelor of Science, Business Administration and Marketing
Montclair Kimberley Academy 2002 — 2004
Glen Ridge High School 2000 — 2001
Lonnie Schuller's Merrill Lynch Experience April 2005 - July 2009
Job Manager, Global Credit Marketing at PayPal
Industry Financial Services
Experience
PayPal April 2014 - Present
PayPal January 2013 - March 2014
PayPal August 2011 - January 2013
HOPE LoanPort June 2010 - August 2010
Merrill Lynch April 2005 - July 2009
Merrill Lynch September 2004 - January 2005
FTI Consulting May 1999 - August 2000
Skills
SAS/SQL, Excel, Microsoft Office, SPSS, Unix, Linux, S-Plus, StatTools, Thomson One, Sage Peachtree..., Adobe Creative Suite, Salesforce.com, Microsoft Excel, Data Analysis, Marketing, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Marketing
Archbishop Spalding
Towson University
BS, Business Administration
PayPal April 2014 - Present
PayPal January 2013 - March 2014
PayPal August 2011 - January 2013
HOPE LoanPort June 2010 - August 2010
Merrill Lynch April 2005 - July 2009
Merrill Lynch September 2004 - January 2005
FTI Consulting May 1999 - August 2000
Skills
SAS/SQL, Excel, Microsoft Office, SPSS, Unix, Linux, S-Plus, StatTools, Thomson One, Sage Peachtree..., Adobe Creative Suite, Salesforce.com, Microsoft Excel, Data Analysis, Marketing, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Marketing
Archbishop Spalding
Towson University
BS, Business Administration
Doug Mannen's Merrill Lynch Experience January 2002 - November 2008
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2008 - Present
Merrill Lynch January 2002 - November 2008
Merrill Lynch July 1985 - December 2001
Education
Trinity College-Hartford 1982 — 1984
MA, History
Wesleyan University 1978 — 1982
BA, History
Hawaii Preparatory Academy 1970 — 1978
diploma
Morgan Stanley November 2008 - Present
Merrill Lynch January 2002 - November 2008
Merrill Lynch July 1985 - December 2001
Education
Trinity College-Hartford 1982 — 1984
MA, History
Wesleyan University 1978 — 1982
BA, History
Hawaii Preparatory Academy 1970 — 1978
diploma
Ron O'Keefe's Merrill Lynch Experience 1997 - 2010
Job Technical Support Analyst at RBC
Industry Financial Services
Experience
RBC January 2010 - Present
Merrill Lynch 1997 - 2010
Bank of America Merrill Lynch February 1997 - January 2009
Skills
ITIL, IT Operations, Financial Services, Vendor Management, IT Strategy, Business Intelligence, Wealth Management, Relationship Management, Project Management, Trading Systems, Sybase, Capital Markets, Hardware, Market Data, Technical Support, Risk Management, SDLC
Education
Toronto School of Business 1995 — 1996
Computer Support, Financial Planning and Services
RBC January 2010 - Present
Merrill Lynch 1997 - 2010
Bank of America Merrill Lynch February 1997 - January 2009
Skills
ITIL, IT Operations, Financial Services, Vendor Management, IT Strategy, Business Intelligence, Wealth Management, Relationship Management, Project Management, Trading Systems, Sybase, Capital Markets, Hardware, Market Data, Technical Support, Risk Management, SDLC
Education
Toronto School of Business 1995 — 1996
Computer Support, Financial Planning and Services
Eric J. Olshaw's Merrill Lynch Experience January 2012 - May 2012
Job Account Executive at Criteo
Industry Information Technology and Services
Experience
Criteo December 2014 - Present
EMC January 2014 - December 2014
AppNeta November 2012 - January 2014
Merrill Lynch January 2012 - May 2012
Merrill Lynch September 2011 - January 2012
Bay Colony Advisory Group May 2011 - September 2011
Robinson & Cole LLP January 2011 - May 2011
Skills
PowerPoint, Microsoft Excel, Bloomberg, Microsoft Office, Research, Microsoft Word, Salesforce.com, CRM, Cold Calling, Cloud Computing, Cloud Applications, Data Analysis, Market Analysis, Network Performance..., Financial Analysis, Economic Research, Marketing Strategy, Management, Asset Allocation, Portfolio Management, Market Research, Metrics, Sales, Dashboard Metrics, Putting Out Fires, Performance Metrics, Lead Generation, Mobile Devices
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science, Double Major in Economics and Political Science with a Minor in Classics
Middlesex School 2004 — 2008
Criteo December 2014 - Present
EMC January 2014 - December 2014
AppNeta November 2012 - January 2014
Merrill Lynch January 2012 - May 2012
Merrill Lynch September 2011 - January 2012
Bay Colony Advisory Group May 2011 - September 2011
Robinson & Cole LLP January 2011 - May 2011
Skills
PowerPoint, Microsoft Excel, Bloomberg, Microsoft Office, Research, Microsoft Word, Salesforce.com, CRM, Cold Calling, Cloud Computing, Cloud Applications, Data Analysis, Market Analysis, Network Performance..., Financial Analysis, Economic Research, Marketing Strategy, Management, Asset Allocation, Portfolio Management, Market Research, Metrics, Sales, Dashboard Metrics, Putting Out Fires, Performance Metrics, Lead Generation, Mobile Devices
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science, Double Major in Economics and Political Science with a Minor in Classics
Middlesex School 2004 — 2008
Timothy Carne, CIMA's Merrill Lynch Experience October 2006 - April 2012
Job Wealth Manager at Synergy Financial Group
Industry Financial Services
Experience
Synergy Financial Group April 2012 - Present
Merrill Lynch October 2006 - April 2012
SunTrust Bank June 1996 - October 2006
Skills
Custom Portfolio..., Retirement Income..., Healthcare Costs..., Financial Planning, Corporate Retirement..., Corporate Benefits...
Education
Towson University
Accounting
University of Maryland Baltimore County
Biochemistry
University of Maryland University College
Finance
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Synergy Financial Group April 2012 - Present
Merrill Lynch October 2006 - April 2012
SunTrust Bank June 1996 - October 2006
Skills
Custom Portfolio..., Retirement Income..., Healthcare Costs..., Financial Planning, Corporate Retirement..., Corporate Benefits...
Education
Towson University
Accounting
University of Maryland Baltimore County
Biochemistry
University of Maryland University College
Finance
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Michelle Harf-Grim's Merrill Lynch Experience October 1993 - January 2010
Job Financial Advisor/Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2010 - Present
Merrill Lynch October 1993 - January 2010
Skills
Retirement Planning, 401k Rollovers, Asset Allocation, Estate Investment..., Fixed-Income Strategies, Insurance, Investment Planning, Tax Efficient Strategies, Wealth Preservation..., Investments, Retirement
Education
Towson University
Bachelor's Degree, Business
Wells Fargo Advisors, LLC January 2010 - Present
Merrill Lynch October 1993 - January 2010
Skills
Retirement Planning, 401k Rollovers, Asset Allocation, Estate Investment..., Fixed-Income Strategies, Insurance, Investment Planning, Tax Efficient Strategies, Wealth Preservation..., Investments, Retirement
Education
Towson University
Bachelor's Degree, Business
Niall Rea's Merrill Lynch Experience 2008 - 2008
Job Financial Engineer at First Derivatives
Industry Capital Markets
Experience
First Derivatives April 2007 - July 2011
Goldman Sachs 2008 - 2009
Merrill Lynch 2008 - 2008
Trinity College Dublin October 2005 - September 2006
Skills
KDB, Python, Statistics, Matlab, Unix, Machine Learning, Linux, SQL, Data Analysis, Quantitative Finance, LaTeX, Trading Systems, Subversion, C, Market Data, Quantitative Analytics, Databases
Education
Trinity College Dublin 2001 — 2005
PhD, Electrical and Electronic Engineering
Trinity College Dublin 1997 — 2001
BA/BAI, Computer and Electronic Engineering
First Derivatives April 2007 - July 2011
Goldman Sachs 2008 - 2009
Merrill Lynch 2008 - 2008
Trinity College Dublin October 2005 - September 2006
Skills
KDB, Python, Statistics, Matlab, Unix, Machine Learning, Linux, SQL, Data Analysis, Quantitative Finance, LaTeX, Trading Systems, Subversion, C, Market Data, Quantitative Analytics, Databases
Education
Trinity College Dublin 2001 — 2005
PhD, Electrical and Electronic Engineering
Trinity College Dublin 1997 — 2001
BA/BAI, Computer and Electronic Engineering
Ismail Adam's Merrill Lynch Experience January 1999 - June 2007
Job Sr. Systems Analyst at Citi
Industry Financial Services
Experience
Citigroup September 2007 - Present
Citi July 2007 - Present
Merrill Lynch January 1999 - June 2007
The Globe.com August 1998 - October 1999
Interactive Channel Technologies Inc August 1998 - October 1999
Skills
Oracle, Linux, Data Center, Servers, DHCP, TCP/IP, Network Security, Unix, Security, Firewalls, DNS, AIX, Operating Systems, Apache, System Administration, Performance Tuning, Solaris, Microsoft Exchange, Project Management, Integration, Requirements Analysis, Switches, Network Administration, Enterprise Software, IBM AIX
Education
Toronto School of Business 1995 — 1995
Telecommunications Technician Diploma
University of Khartoum Sudan
B.S, C Mathematics & Chemistry
Citigroup September 2007 - Present
Citi July 2007 - Present
Merrill Lynch January 1999 - June 2007
The Globe.com August 1998 - October 1999
Interactive Channel Technologies Inc August 1998 - October 1999
Skills
Oracle, Linux, Data Center, Servers, DHCP, TCP/IP, Network Security, Unix, Security, Firewalls, DNS, AIX, Operating Systems, Apache, System Administration, Performance Tuning, Solaris, Microsoft Exchange, Project Management, Integration, Requirements Analysis, Switches, Network Administration, Enterprise Software, IBM AIX
Education
Toronto School of Business 1995 — 1995
Telecommunications Technician Diploma
University of Khartoum Sudan
B.S, C Mathematics & Chemistry
Morten Roness's Merrill Lynch Experience November 1992 - November 1997
Job Vice President Investments at TPG Advisors
Industry Investment Management
Experience
TPG Advisors September 2012 - Present
MassMutual Financial Group August 2010 - November 2012
Allstate Financial Services June 2003 - August 2010
Wachovia Securities Financial Network October 1997 - May 2003
Merrill Lynch November 1992 - November 1997
Skills
Financial Services, Investments, Securities, Retirement, Finance, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Series 7, Retirement Planning, Wealth Management, Strategy, Asset Allocation, Business Strategy
Education
Thunderbird School of Global Management 1983 — 1984
MBA, International Management
TPG Advisors September 2012 - Present
MassMutual Financial Group August 2010 - November 2012
Allstate Financial Services June 2003 - August 2010
Wachovia Securities Financial Network October 1997 - May 2003
Merrill Lynch November 1992 - November 1997
Skills
Financial Services, Investments, Securities, Retirement, Finance, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Series 7, Retirement Planning, Wealth Management, Strategy, Asset Allocation, Business Strategy
Education
Thunderbird School of Global Management 1983 — 1984
MBA, International Management
Ann Whitney Garner's Merrill Lynch Experience April 1996 - October 2001
Job Independent Farming Professional
Industry Farming
Experience
David's Fork Crossing 2006 - Present
Merrill Lynch April 1996 - October 2001
Education
Transylvania University
BA, Finance
David's Fork Crossing 2006 - Present
Merrill Lynch April 1996 - October 2001
Education
Transylvania University
BA, Finance
Robert Criner's Merrill Lynch Experience May 2007 - June 2008
Job Goldman Sachs Execution & Clearing
Industry Financial Services
Experience
Goldman Sachs 2014 - Present
Barclays August 2013 - October 2014
Bank of America October 2008 - January 2013
Merrill Lynch May 2007 - June 2008
Merrill Lunch February 2005 - May 2007
Merrill Lynch October 2001 - February 2005
Skills
Banking, Risk Management, SDLC, Requirements Analysis, Financial Modeling, Mortgage Lending, Financial Risk, Portfolio Management, Change Management, Derivatives, Equities, Trading, FX Options, Fixed Income, Options
Education
Touro College
Goldman Sachs 2014 - Present
Barclays August 2013 - October 2014
Bank of America October 2008 - January 2013
Merrill Lynch May 2007 - June 2008
Merrill Lunch February 2005 - May 2007
Merrill Lynch October 2001 - February 2005
Skills
Banking, Risk Management, SDLC, Requirements Analysis, Financial Modeling, Mortgage Lending, Financial Risk, Portfolio Management, Change Management, Derivatives, Equities, Trading, FX Options, Fixed Income, Options
Education
Touro College
Mauricio R. Alves's Merrill Lynch Experience 2003 - 2005
Job Business Development, Innovation, Sales & Marketing, ResultsDriven, and Entrepreneurial
Industry Financial Services
Experience
Affinion International April 2012 - July 2015
MasterCard July 2011 - March 2012
MasterCard April 2009 - June 2011
MasterCard May 2005 - April 2009
Merrill Lynch 2003 - 2005
Itaú Unibanco 2000 - 2003
Unilever 1998 - 2000
PepsiCo May 1996 - December 1998
Skills
Segmentation, Marketing, Business Development, Management, Product Management, Business Strategy, Leadership, Strategic Partnerships, Marketing Management, Start-ups, Product Marketing, Cross-functional Team..., E-commerce, Negotiation, Financial Services, Market Planning
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Management
University of California, Los Angeles 1992 — 1992
UCLA Extension, International Business
FAAP 1986 — 1989
BA, Marketing
Santa Cruz
Affinion International April 2012 - July 2015
MasterCard July 2011 - March 2012
MasterCard April 2009 - June 2011
MasterCard May 2005 - April 2009
Merrill Lynch 2003 - 2005
Itaú Unibanco 2000 - 2003
Unilever 1998 - 2000
PepsiCo May 1996 - December 1998
Skills
Segmentation, Marketing, Business Development, Management, Product Management, Business Strategy, Leadership, Strategic Partnerships, Marketing Management, Start-ups, Product Marketing, Cross-functional Team..., E-commerce, Negotiation, Financial Services, Market Planning
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Management
University of California, Los Angeles 1992 — 1992
UCLA Extension, International Business
FAAP 1986 — 1989
BA, Marketing
Santa Cruz
Courtney Rodgers's Merrill Lynch Experience August 2011 - Present
Job Director's Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
T. Rowe Price October 2008 - August 2011
Skills
Series 7, Series 63, Series 6
Education
Towson University 2005 — 2008
Bachelor of Science, Mass Communications
Mt. Saint Mary's 2003 — 2005
Merrill Lynch August 2011 - Present
T. Rowe Price October 2008 - August 2011
Skills
Series 7, Series 63, Series 6
Education
Towson University 2005 — 2008
Bachelor of Science, Mass Communications
Mt. Saint Mary's 2003 — 2005
Lew Burley's Merrill Lynch Experience September 1993 - January 1997
Job Senior Director TIAACREF
Industry Financial Services
Experience
HAZMAT Essentials Governmental Services LLC June 2012 - Present
TIAA-CREF January 1997 - Present
Merrill Lynch September 1993 - January 1997
United States Marine Corps May 1983 - September 1993
Skills
Asset Management, Risk Management, Project Management, Investments, Fixed Income, Alternative Investments, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Leadership, Series 7, Retirement Planning, Public Speaking, Financial Planning, Management
Education
Towson University 1981 — 1982
Bachelor's degree, Natural Sciences
United States Naval Academy 1978 — 1981
HAZMAT Essentials Governmental Services LLC June 2012 - Present
TIAA-CREF January 1997 - Present
Merrill Lynch September 1993 - January 1997
United States Marine Corps May 1983 - September 1993
Skills
Asset Management, Risk Management, Project Management, Investments, Fixed Income, Alternative Investments, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Leadership, Series 7, Retirement Planning, Public Speaking, Financial Planning, Management
Education
Towson University 1981 — 1982
Bachelor's degree, Natural Sciences
United States Naval Academy 1978 — 1981
Fiona Saluk's Merrill Lynch Experience June 2011 - August 2011
Job
Industry Marketing and Advertising
Experience
Brandwatch June 2014 - Present
Fairtrade Ireland January 2014 - April 2014
The Ocean House June 2011 - September 2013
CM Communications June 2013 - August 2013
Merrill Lynch June 2011 - August 2011
Skills
Social Media, Time Management, Facebook, Teamwork, Restaurants, Blogging, Creativity, Reliability, Event Planning, Microsoft Word, Hospitality, Micros, Food & Beverage, Resorts, Food Service, Open Table, Fine Dining, TIPS Certified, Customer Service, Cooking, Content Management, Hotels, Customer Satisfaction, Front Office, Cultural Awareness, Press Releases, Salesforce, CisionPoint, Copywriting, Event Management, Writing, Gmail, Lounge
Education
Trinity College, Dublin 2010 — 2014
Bachelor's (Hons) degree, Business, 2.1 (67)
Le Gymnase Jean Sturm 2009 — 2010
DELF - B2
Stonington High School 2006 — 2009
High School Diploma
Brandwatch June 2014 - Present
Fairtrade Ireland January 2014 - April 2014
The Ocean House June 2011 - September 2013
CM Communications June 2013 - August 2013
Merrill Lynch June 2011 - August 2011
Skills
Social Media, Time Management, Facebook, Teamwork, Restaurants, Blogging, Creativity, Reliability, Event Planning, Microsoft Word, Hospitality, Micros, Food & Beverage, Resorts, Food Service, Open Table, Fine Dining, TIPS Certified, Customer Service, Cooking, Content Management, Hotels, Customer Satisfaction, Front Office, Cultural Awareness, Press Releases, Salesforce, CisionPoint, Copywriting, Event Management, Writing, Gmail, Lounge
Education
Trinity College, Dublin 2010 — 2014
Bachelor's (Hons) degree, Business, 2.1 (67)
Le Gymnase Jean Sturm 2009 — 2010
DELF - B2
Stonington High School 2006 — 2009
High School Diploma
MAEDA HIDEO's Merrill Lynch Experience 2012 - 2012
Job Vice President and Team Leader of Portfolio Management Group at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ September 2013 - Present
Merrill Lynch 2012 - 2012
MAEDA CORPORATION (Family Business) February 2010 - June 2011
THE SUMITOMO TRUST AND BANKING Co., Ltd. February 2005 - February 2010
CSK CORPORATION April 2003 - January 2005
Skills
Banking, Credit, Commercial Banking, Credit Risk, Credit Analysis
Education
University of California, Davis - Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship, Management
Tohoku University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Bank of Tokyo-Mitsubishi UFJ September 2013 - Present
Merrill Lynch 2012 - 2012
MAEDA CORPORATION (Family Business) February 2010 - June 2011
THE SUMITOMO TRUST AND BANKING Co., Ltd. February 2005 - February 2010
CSK CORPORATION April 2003 - January 2005
Skills
Banking, Credit, Commercial Banking, Credit Risk, Credit Analysis
Education
University of California, Davis - Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship, Management
Tohoku University 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Joseph McMahan's Merrill Lynch Experience 2013 - 2014
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS August 2015 - Present
BioSIPs Inc. 2010 - Present
Merrill Lynch 2013 - 2014
BB&T 2012 - 2013
Skills
Wealth Management, Financial Planning, Wealth Preservation..., Estate Planning, Charitable Gift Planning, Succession Planning, Investments, Life Insurance, Long Term Care Insurance, Social Security
Education
Transylvania University 2004 — 2009
Bachelor of Arts (B.A.), Business Administration
UBS August 2015 - Present
BioSIPs Inc. 2010 - Present
Merrill Lynch 2013 - 2014
BB&T 2012 - 2013
Skills
Wealth Management, Financial Planning, Wealth Preservation..., Estate Planning, Charitable Gift Planning, Succession Planning, Investments, Life Insurance, Long Term Care Insurance, Social Security
Education
Transylvania University 2004 — 2009
Bachelor of Arts (B.A.), Business Administration
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank