Merrill Lynch

Industry: Banking company

Description

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

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

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

Merrill Lynch Employees

Employee
Years
Job
Industry
Philip Jurecky Philip Jurecky San Antonio, Texas Area Details
Philip Jurecky's Merrill Lynch Experience August 2002 - November 2003
Job Sr. Contract Manager at AT&T
Industry Telecommunications
Experience
AT&T  June 2008 - Present
Accenture  October 2006 - December 2007
Gamebox de Mexico   December 2003 - October 2006
Merrill Lynch   August 2002 - November 2003
Flextronics International  November 1999 - August 2000

Skills
MS Office Suite, Windows, myProcurment, Lotus Notes, MS Project, Visio, Ariba, SAP, Emptoris, Oracle, ePro, Outlook, Mobile Applications, Handsets, Apps, International..., Software Technology, International Business..., Contract Documentation, Bid Process Management, Legal Documents, Investor Reporting, Legal Agreements, Purchasing Negotiations, Financial Review, Business Reviews, Market Insights, Product Structuring, Strategic Reviews, Business Case..., Bid Support, Media Evaluation, Mobile Services, Wireless Services, eSourcing, E-procurement, Supplier Diversity, Procurement, Spend Analysis, Cost Savings Initiatives, Content Licensing, Services Agreements, Non-disclosure..., Clean Sheet, Service Level Agreements, Mobile Communications, Wireless, Licensing, Business Case, Software

Education
St. Mary’s University - Bill Greehey School of Business   2003 — 2005
MBA, International Business

University of Innsbruck   2004 — 2004
MBA, International Business

Trinity University   1999 — 2003
B.S., International Business/Marketing

Larry Teitelbaum Larry Teitelbaum Lexington, Massachusetts Details
Larry Teitelbaum's Merrill Lynch Experience 1986 - 1993
Job EVP/Portfolio Manager at EPG
Industry Banking
Experience
EPG  January 1998 - Present
Scudder Investments  1993 - 1996
Merrill Lynch   1986 - 1993

Skills
Portfolio Management, Asset Management, Investments, Bonds, Fixed Income, Equities, Derivatives, Financial Modeling, Financial Analysis, Hedge Funds, Banking, Capital Markets

Education
Tufts University   1969 — 1973
BA, Mathematics

University of Colorado Boulder   1980 — 1981
Master of Business Administration (MBA), Finance

Ronggen Pan Ronggen Pan Houston, Texas Area Details
Ronggen Pan's Merrill Lynch Experience July 2005 - December 2011
Job Director at Logica
Industry Management Consulting
Experience
Logica  February 2012 - Present
Merrill Lynch   July 2005 - December 2011
Software Architects, Inc. (now Sogeti)   May 2000 - July 2005
Technomation Systems   February 1999 - May 2000
Keane  June 1996 - January 1999
Tsinghua University  July 1986 - March 1991

Skills
.NET, C#, Java, XML, TIBCO RV/EMS, PostgreSQL, SOA, Electronic Trading, Strategic Planning, Performance Management, Agile Methodologies, Commodity Markets, Microsoft SQL Server, Project Management, Payments, Product Management, Team Building, Budgeting, Commodity Trading, Commodity Risk..., Exotic Derivatives, JavaScript, node.js, NoSQL, MongoDB, CouchBase, MapReduce, C/C++, JQuery, Python, Ømq, Ruby on Rails, Oracle, MySQL, Nginx, OO, Design Patterns, REST, WCF, Amazon Web Services, Cloud Computing, SVN, GIT, SCADA, Software Development, SDLC, Trading, FX Options, Enterprise Software

Education
University of Maine   1991 — 1995
PhD, Chemical Engineering

Tsinghua University   1981 — 1986
BEng, Chemical Engineering

Madeline Carroll Murray Madeline Carroll Murray Boston, Massachusetts Details
Madeline Carroll Murray's Merrill Lynch Experience July 2008 - Present
Job Sr. Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2008 - Present
UBS  June 2007 - July 2008
State Street  June 2006 - June 2007

Skills
Series 7, Mutual Funds, Investments, Securities, Equities, Fixed Income, Hedge Funds, Asset Management, Estate Planning, Data Analysis, Microsoft Excel, Microsoft Office, Research, Project Management, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Public Speaking, Uniform Combined State...

Education
Tufts University   2002 — 2006
BA, Economics & International Relations

Dana Hall   1998 — 2002

Ted Fichter Ted Fichter Hayward, California Details
Ted Fichter's Merrill Lynch Experience June 1991 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 1991 - Present

Skills
Series 7, Fixed Income, Series 63, Wealth Management, Equities, Mutual Funds, Bloomberg, Retirement Planning, Securities, Portfolio Management, Alternative Investments, Capital Markets, Hedge Funds, Asset Management

Education
Truman State University

Jeff Taglienti Jeff Taglienti Greater Atlanta Area Details
Jeff Taglienti's Merrill Lynch Experience 2003 - 2005
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  2010 - Present
Houlihan Lokey  2007 - 2010
Merrill Lynch   2003 - 2005
Cincinnati Reds  2000 - 2003
Colorado Rockies  2000 - 2000
Boston Red Sox  1997 - 2000

Education
Vanderbilt University - Owen Graduate School of Management   2005 — 2007
Master of Business Administration (M.B.A.)

Tufts University   1993 — 1997
Bachelor's Degree

Julie Lund Julie Lund Saddle Brook, New Jersey Details
Julie Lund's Merrill Lynch Experience 1984 - 1988
Job Assistant Sales Agent at Lee, Nolan & Koroghlian, LLC
Industry Insurance
Experience
Lee, Nolan & Koroghlian, LLC   September 2014 - Present
Northwestern Mutual  July 2010 - August 2014
Northwestern Mutual Life  October 2006 - August 2010
Stanton Co.   1992 - 1994
Professional Information Management   1990 - 1992
Institute for International Research  1989 - 1990
The Richman Group  1988 - 1989
Merrill Lynch   1984 - 1988

Skills
Disability Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Employee Benefits, Group Insurance, Marketing

Education
Trinity University-Washington   1979 — 1983
BA, History, Poli Sci

JR Romano JR Romano Greater New York City Area Details
JR Romano's Merrill Lynch Experience 2007 - 2010
Job Chairman Connecticut Republicans
Industry Financial Services
Experience
Connecticut Republicans  June 2015 - Present
Donation Rivals   July 2011 - Present
Americans for Prosperity  August 2011 - January 2013
Schiff for Senate   2010 - 2010
Merrill Lynch   2007 - 2010
CTGOP   2004 - 2008
CTGOP   2004 - 2008

Skills
Campaigns, Fundraising, Nonprofits, Public Speaking, Marketing, Leadership, Strategic Planning, Social Media, Social Media Marketing, Media Relations, Public Policy, Strategic Communications, Social Networking, Public Relations, Community Outreach, Event Management, Strategic Partnerships, Editing, Marketing Communications, Sales, Press Releases, Marketing Strategy, Event Planning, Start-ups, Political Campaigns, Politics, Blogging, Political Communication, Policy Analysis, Grassroots Organizing, Political Consulting

Education
Trinity College-Hartford   1998 — 2002
BA, Histroy

Trinity College-Hartford   1997 — 2002

Alan Weiss Alan Weiss Greater New York City Area Details
Alan Weiss's Merrill Lynch Experience June 2007 - September 2008
Job Analyst at Financial Industry Regulatory Authority (FINRA)
Industry Investment Management
Experience
Financial Industry Regulatory Authority (FINRA)   May 2014 - Present
Wolf Haldenstein Adler Freeman & Herz LLP  May 2011 - May 2014
JP Morgan Chase (CISC division)   September 2008 - April 2011
Merrill Lynch   June 2007 - September 2008
Weiss Arbitrage / Gargoyle Strategic Investments   1999 - 2007
Law Offices of Alan D. Weiss   1994 - 1998

Skills
Investments, Securities Regulation, Options, Securities, Retirement, Hedge Funds, Class Actions, Mergers & Acquisitions, Wealth, Equities, Series 7

Education
University of Miami School of Law   1990 — 1993
J.D., Law

Tufts University   1985 — 1988
M.A., Economics

Tufts University   1981 — 1985
B.A., Economics

Heidi Jongquist Heidi Jongquist Jacksonville, Florida Area Details
Heidi Jongquist's Merrill Lynch Experience 1995 - 1998
Job
Industry Internet
Experience
AOL Inc.  1999 - Present
Merrill Lynch   1995 - 1998
US Navy  1969 - 1991

Skills
Call Center, Program Management, Customer Experience, Project Management, Cross-functional Team..., Analytics, Management, Process Improvement, Strategic Planning, Business Process..., Customer Service, Call Centers, Leadership, Risk Management, Project Planning, Training, Marketing, Customer Satisfaction, CRM, Team Leadership, Strategy, Team Management

Education
Troy University   1990 — 1992
MSM, Management

Shawn Rasmussen Shawn Rasmussen Tampa/St. Petersburg, Florida Area Details
Shawn Rasmussen's Merrill Lynch Experience November 2004 - April 2009
Job Senior Director at USAA
Industry Financial Services
Experience
USAA  April 2009 - Present
US Army  May 1985 - January 2014
Merrill Lynch   November 2004 - April 2009
UBS Wealth Management  November 2003 - November 2004
Cintas  April 1996 - November 2003

Education
US Army War College   2010 — 2012
Master of Science (MS), Strategic Studies

Troy University   1990 — 1992
MBA, Management Information Systems

United States Military Academy at West Point   1981 — 1985
BS, Computer Science

Adam Bichsel Adam Bichsel Greater St. Louis Area Details
Adam Bichsel's Merrill Lynch Experience July 2007 - Present
Job Senior Vice President Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2007 - Present
Bank of the West  2004 - 2007

Skills
Customer Service, Finance, Financial Advisory, Financial Analysis, Leadership, Management, Personal Finance, Portfolio Management, Retirement Planning, Series 63, Series 7, Strategic Planning, Wealth Management, Wealth Management...

Education
Truman State University   1999 — 2003
Business, Finance

Erica Ghotra Erica Ghotra Los Angeles, California Details
Erica Ghotra's Merrill Lynch Experience August 2014 - Present
Job Financial Advisor, CRPS® at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2014 - Present
Merrill Lynch   June 2010 - July 2014
Merrill Lynch   August 2009 - June 2010
Tiger Financial Services Ltd  June 2008 - August 2009
Boston University  January 2007 - May 2007

Skills
Series 7, Wealth Management, Investments, Portfolio Management, Retirement Planning, Financial Services, Financial Planning, Equities, Banking, CRPS, Series 63, Portfolio Performance..., College Education..., Investment Advisory, Mutual Funds, Investment Strategies

Education
Tufts University   2003 — 2007
Bachelor's degree, Archaeology, English, Cum Laude graduate

Long Beach Polytechnic High School   1999 — 2003
high school diploma

Jeffrey Marvel Jeffrey Marvel New York, New York Details
Jeffrey Marvel's Merrill Lynch Experience June 2011 - July 2011
Job Analyst at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co.   August 2015 - Present
JPMorgan Chase  June 2013 - Present
Groundwork Somerville  June 2012 - August 2012
Merrill Lynch   June 2011 - July 2011

Skills
Project Management, Data Analysis, Microsoft Office, Stata, Team Leadership, Spanish, Modeling, Microsoft Excel, Strategy, PowerPoint, Policy Analysis, Statistics, International Relations, Editing

Education
Tufts University   2009 — 2013
Economics

Universidad de Chile   2011 — 2011
Economía

Patrick Kazley Patrick Kazley Greenwich, Connecticut Details
Patrick Kazley's Merrill Lynch Experience May 2012 - November 2012
Job Analyst at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management  June 2015 - Present
J.P. Morgan   May 2014 - June 2015
J.P. Morgan   2013 - August 2013
Merrill Lynch   May 2012 - November 2012

Skills
Financial Analysis, Chinese, Microsoft Excel, Public Speaking, Market Research, Finance, Economics, Management, Analysis, Research, Financial Modeling, Investments, PowerPoint, Social Media

Education
Tufts University   2010 — 2014
Bachelor's degree, International Relations with a Concentration in International Finance. Mandarin Chinese focus.

McQuaid Jesuit   2004 — 2010

Oren F. Kugler III Oren F. Kugler III Hartford, Connecticut Area Details
Oren F. Kugler III's Merrill Lynch Experience January 2009 - October 2011
Job Financial Advisor at Peoples Securities
Industry Financial Services
Experience
Peoples Securities  January 2013 - Present
Waddell & Reed Financial Advisors  October 2011 - December 2012
Merrill Lynch   January 2009 - October 2011
Bank of America  December 2002 - January 2009
Smith Barney  December 2000 - December 2002
Merrill Lynch   June 1998 - December 2000

Skills
Financial Advisory, Estate Planning, Investment Strategies, Corporate Lending, 401k Rollovers, Life Insurance, Health Insurance, Variable Annuities, Fixed Annuities, Retirement Plan..., Public Speaking, Event Planning, Event Management, Team Building, Team Management, Client Development, Client Education, Marketing Strategy, Strategic Planning, Financial Markets

Education
Trinity College-Hartford   1994 — 1998
Bachelor of Arts, Economics

Wethersfield High Scool   1991 — 1994

Matthew DelConte Matthew DelConte New York, New York Details
Matthew DelConte's Merrill Lynch Experience January 2011 - May 2011
Job Investment Banking Analyst, Mergers & Acquisitions at Lazard
Industry Investment Banking
Experience
CIT  July 2012 - April 2014
Travelers  June 2011 - August 2011
Merrill Lynch   January 2011 - May 2011
Travelers  June 2010 - August 2010

Skills
Valuation, Investment Banking, Capital Markets, Financial Modeling, Leveraged Finance, Comparable Analysis, Financial Analysis, LBO, Series 7, Series 63, Series 79, Mergers & Acquisitions

Education
Trinity College-Hartford   2008 — 2012
Bachelor of Science (BS), Economics

Berlin High School   2004 — 2008

Rohit Muralidhar Rohit Muralidhar Greater New York City Area Details
Rohit Muralidhar's Merrill Lynch Experience September 2011 - November 2011
Job Associate at Blue Ocean Equity Partners
Industry Investment Management
Experience
Allied Minds, Inc.   May 2013 - December 2013
Blue Ocean Equity Partners   October 2012 - May 2013
Tufts Financial Group  September 2010 - November 2012
Mumbai Angels   June 2012 - August 2012
Merrill Lynch   September 2011 - November 2011
Old Hill Partners  May 2011 - September 2011

Education
Tufts University   2010 — 2014

Rutgers Preparatory School

Rachel Golden Rachel Golden Tampa, Florida Details
Rachel Golden's Merrill Lynch Experience June 2014 - Present
Job Client Associate, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2014 - Present
Franklin Templeton Investments  June 2013 - June 2014
Franklin Templeton Investments  October 2012 - June 2013
Nordstrom  February 2012 - September 2012
Nordstrom  June 2011 - February 2012
RSVP Publications  May 2009 - October 2011
Ann Taylor  March 2011 - June 2011
CCN TV6   September 2010 - December 2010
Webster Theater   October 2009 - May 2010
Starbucks Coffee Company  March 2008 - November 2009

Skills
Communication, Microsoft Word, Wordpress, Microsoft Excel, PowerPoint, Report Writing, Writing, Talking, Sales, Retail Sales, Research, Market Research, Fashion, WordPress, Event Planning, Social Networking, Facebook, Social Media Marketing, Editing, Leadership, Marketing, Microsoft Office

Education
University of the West Indies, St. Augustine Campus   2010 — 2011
Bachelor of Arts (B.A.), History

Trinity   2006 — 2011
Bachelor of Arts (B.A.), History

Trinity College   2006 — 2011
Bachelor of Arts, History

Trinity College-Hartford   2006 — 2011
Bachelor of Arts (B.A.), History

Tampa Prep

Phoebe Massey Phoebe Massey New York, New York Details
Phoebe Massey's Merrill Lynch Experience December 2014 - Present
Job Wealth Strategies Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2014 - Present
Merrill Lynch   November 2013 - December 2014
Ytterberg Deery Knull LLP   May 2012 - June 2012
Morgan Stanley Smith Barney  July 2011 - August 2011
Eleni's New York  May 2011 - June 2011
M.D. Fox Elementary School   January 2010 - May 2010

Skills
Marketing, Editing, Market Research, Microsoft Excel, Microsoft Office, Data Analysis, Web Project Management, Wealth Preservation..., Multi-generational..., HTML, PowerPoint, Legal Research, French

Education
Trinity College-Hartford   2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Legal Studies Minor

Trinity-in-Paris   2011 — 2011
Political Science, French Language and Culture

St. John's School   1996 — 2009
High School, Graduate

Hai Lin Hai Lin San Francisco Bay Area Details
Hai Lin's Merrill Lynch Experience April 2013 - July 2015
Job Commercial real estate investment & development at Oceanwide
Industry Financial Services
Experience
Oceanwide  July 2015 - Present
Merrill Lynch   April 2013 - July 2015
LUCA International Group   2012 - 2013
Pacific Rim Capital  2012 - 2012
Baochuan Capital Management   2011 - 2012
Heller Manus Inc.   2009 - 2011
SmithGroup Inc.  2007 - 2009
Wallace Roberts & Todd, LLC   2005 - 2007
EDSA  2002 - 2004

Skills
LEED AP, Design Research, Sustainability, Sustainable Design, Chartered Financial..., Valuation, Financial Planning, Global Wealth Management, Real Estate Investment, Oil & Gas Investment, Financial Analysis, CFA Level II Candidate, Business Development, Fundraising, EB-5 Immigrant Investor..., Competitive Strategy, Negotiation, Investment Advisory, Asset Management, Financial Modeling, Finance, Due Diligence, Business Strategy, Investments

Education
University of California, Berkeley - Walter A. Haas School of Business
MBA

University of California, Berkeley
Master

Tsinghua University
Bachelor

MaryAlice Dennehy MaryAlice Dennehy Hartford, Connecticut Area Details
MaryAlice Dennehy's Merrill Lynch Experience January 1977 - June 1985
Job Trading at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc.   July 2013 - Present
Janney Montgomery Scott  October 2006 - July 2013
Phoenix Companies   February 1997 - October 2006
Conning & Company  October 1993 - February 1997
CIGNA  August 1990 - October 1993
Conning & Company  June 1985 - August 1990
Merrill Lynch   January 1977 - June 1985

Skills
Securities, Investments, ETFs, FINRA, Asset Managment, Equity Trading, Investment Management

Education
Trinity College-Hartford   2005 — 2009
MA, History

Vermont College of Norwich University   1983 — 1986
BA, American History

Kristin Lynch Kristin Lynch Grand Junction, Colorado Area Details
Kristin Lynch's Merrill Lynch Experience September 2011 - February 2013
Job Event, Group and Convention Services
Industry Leisure, Travel & Tourism
Experience
Grand Junction Visitor & Convention Bureau   March 2013 - Present
Merrill Lynch   September 2011 - February 2013
Edward Jones  August 2000 - April 2011
Wichita Baseball Inc   March 1998 - September 2000

Skills
Marketing, Advertising, Sponsorship, Management, Series 7, Retirement Planning, Securities, Customer Service, Investments, Event Planning, Sports Marketing, Asset Allocation, FINRA, Mutual Funds, Strategic Planning, Uniform Combined State..., Leadership, Series 63, Marketing Strategy, Community Relations

Education
Wichita State University   1996 — 1998
Master's of Education, Sports Administration

Truman State University   1991 — 1995
Bachelor of Science, Exercise Science

Robert Aaron Long Robert Aaron Long Greater New York City Area Details
Robert Aaron Long's Merrill Lynch Experience November 2004 - November 2006
Job Managing Director of Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas Research Partners  November 2006 - Present
Merrill Lynch   November 2004 - November 2006
FTN Financial  April 2004 - November 2004

Education
Trinity University   1999 — 2003
Bachelor of Arts, Economics

Taryn Brandes Taryn Brandes Greater New York City Area Details
Taryn Brandes's Merrill Lynch Experience September 2005 - June 2007
Job Associate at SCGRetail
Industry Commercial Real Estate
Experience
SCG-Retail, LLC   July 2012 - Present
Acadia Realty Trust  June 2011 - August 2011
InnoCentive Inc.   September 2010 - December 2010
Win Properties, Inc   May 2010 - August 2010
Platinum Rye Entertainment  June 2009 - August 2009
Merrill Lynch   September 2005 - June 2007

Skills
Social Media, Market Research, Microsoft Office, Marketing Strategy, PowerPoint, Marketing, Competitive Analysis, Retail

Education
Tufts University   2008 — 2012
B.A., Psychology and Entrepreneurial Leadership with a focus in business/sales and marketing

Matt Laermer Matt Laermer Greater New York City Area Details
Matt Laermer's Merrill Lynch Experience July 2005 - August 2005
Job Vice President, Portfolio Manager of Direct Private Equity at AIG Investments
Industry Financial Services
Experience
AIG  March 2015 - Present
AIG Investments  February 2014 - Present
AIG  June 2007 - March 2014
Morgan Stanley  June 2006 - August 2006
Merrill Lynch   July 2005 - August 2005

Skills
M&A experience, Financial Analysis, Equity Offerings, Divestitures, Strategic Planning, Financial Modeling, Restructuring, Debt Restructuring, Business Strategy, Board Presentations, Management Presentations, Valuation, Entrepreneurship, Mergers & Acquisitions, Due Diligence

Education
Tufts University   2004 — 2008
BA, Economics, Entrepreneurial Leadership (School of Engineering)

Robert D. H. Anning Robert D. H. Anning Cincinnati Area Details
Robert D. H. Anning's Merrill Lynch Experience June 1967 - November 2012
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  November 2012 - Present
Cincinnati Children's Hospital Medical Center  1989 - Present
Merrill Lynch   June 1967 - November 2012
US Navy  July 1963 - June 1967

Education
Trinity College-Hartford   1959 — 1963
Bachelor of Arts (B.A.), English

The Asheville School   1955 — 1959

David Hertog David Hertog San Francisco, California Details
David Hertog's Merrill Lynch Experience 1999 - 2000
Job Vice President of Marketing at Metamarkets
Industry Marketing and Advertising
Experience
Metamarkets  July 2013 - Present
Google  January 2012 - July 2013
Admeld  January 2009 - January 2012
KickApps   February 2007 - January 2009
The New Republic  2003 - 2004
Games Media Properties, A William Morris Company   2002 - 2003
itraffic (an Agency.com company)   2000 - 2002
Merrill Lynch   1999 - 2000

Skills
Product Marketing, Public Relations, Marketing Communications, Advertising, Display Advertising, Product Management, Online Advertising, Digital Strategy, Marketing, DoubleClick, Mobile Marketing, Marketing Strategy, Digital Marketing, Strategic Partnerships, Digital Media

Education
University of Virginia - Darden Graduate School of Business Administration   2004 — 2006
MBA, General Management

Tufts University   1995 — 1999
BA, History, English

Kyle F Weller Kyle F Weller New York, New York Details
Kyle F Weller's Merrill Lynch Experience August 2013 - Present
Job Markets Risk Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2013 - Present
Brown Brothers Harriman  June 2012 - August 2012
State Street Global Advisors  June 2011 - August 2011
Credit Tenant Capital, LLC   June 2010 - August 2010

Skills
Financial Risk, Risk Management, Financial Modeling

Education
Tufts University   2009 — 2013
Bachelor's Degree, Quantitative Economics

Hingham High School   2005 — 2009

G.M. Nicholas Vik G.M. Nicholas Vik San Francisco Bay Area Details
G.M. Nicholas Vik's Merrill Lynch Experience June 2011 - June 2011
Job ICONIQ Capital
Industry Investment Management
Experience
ICONIQ Capital  November 2014 - Present
Cambridge Associates  July 2013 - November 2014
Barclays Wealth  July 2011 - August 2011
Barclays Capital  June 2011 - July 2011
Merrill Lynch   June 2011 - June 2011
BNP Paribas  June 2010 - August 2010

Skills
Spanish, Bloomberg Terminal, Microsoft Office, French, Microsoft Excel, Mandarin, Excel, Visual Basic, Adobe Creative Suite, Microsoft Access, Basic Arabic, Basic Mandarin

Education
Tufts University   2009 — 2013
BA, International Relations and Economics

Princeton Day School   2004 — 2009
High School

International School of Monaco   2001 — 2004
IB-MYP

Mark Taitz Mark Taitz Greater Boston Area Details
Mark Taitz's Merrill Lynch Experience March 2008 - February 2014
Job Experienced financial advisor with a passion for working tirelessly on behalf of clients to secure positive outcomes.
Industry Financial Services
Experience
Merrill Lynch   March 2008 - February 2014
Contintal Biomass Industries (CBI)   March 2003 - December 2007
Sanitec Inc.   December 1990 - January 2003
Sanitec   1986 - 2000

Skills
Portfolio Management, Socially Responsible..., Asset Management, Retirement, Investments, Asset Managment, Investment Strategies, Mutual Funds, Uniform Combined State..., Asset Allocation, Finance, Financial Advisory, Leadership, Management, Series 7, Retirement Planning, Financial Analysis, Business Development, 529 Plans, Strategic Financial..., Series 63, Estate Planning, Wealth Management, ETFs, Securities, 401k, Sales, Alternative Investments

Education
Tufts University   1967 — 1971
Bachelor's degree, Political Science and Government

Tufts University   1967 — 1971
B.A, Political Science

Stephen Shipley Stephen Shipley Jacksonville, Florida Area Details
Stephen Shipley's Merrill Lynch Experience February 2008 - December 2011
Job Chief Information Officer at Dale E. Peterson Vacations and Property Management
Industry Information Technology and Services
Experience
Senior Contributor and Adviser on Messaging Strategies   May 2012 - Present
Dale E. Peterson Vacations and Property Management   June 2013 - September 2014
PwC  November 2011 - April 2012
Merrill Lynch   February 2008 - December 2011
HP  November 2007 - January 2008
Bank of America  April 2007 - September 2007
EverBank  January 2003 - April 2007
Fidelity National Alltel   January 2002 - February 2003
Aetna / Prudential Insurance   August 1997 - September 2001
Various Organizations from 1981   December 1981 - August 1997

Skills
Visio, Data Center, ITIL, SharePoint, Integration, Unix, SQL Server, Server Architecture, MS Project, Security, IT Management, Data Warehousing, SQL, Architecture, Solaris, Databases, Requirements Analysis, Business Analysis, Process Improvement, IT Strategy, Program Management, Vendor Management, Compliance, Disaster Recovery, SDLC, SOA, Solution Design, Windows, Application Development, VMware, Software Development, IT Governance, System Administration, Performance Tuning, Virtualization, Cloud Computing, Enterprise Architecture, Process Engineering, ERP, Project Planning, Software Project..., Change Management, Operating Systems, Business Intelligence, ETL, Software Documentation, Oracle, Business Continuity, High Availability, Servers

Education
Troy University   1990 — 1992
BS

Robert Marschalk Robert Marschalk Greater New York City Area Details
Robert Marschalk's Merrill Lynch Experience June 2007 - August 2007
Job MBA Candidate at NYU Stern School of Business | Passionate about Strategic Marketing and Brand Development
Industry Consumer Goods
Experience
NYU Stern School of Business  August 2014 - Present
Diageo  June 2015 - August 2015
Red's All Natural, LLC   June 2009 - August 2013
Pinnacle Associates  June 2008 - August 2008
Merrill Lynch   June 2007 - August 2007
New Canaan Public Schools  June 2006 - August 2006

Skills
Social Media, Digital Marketing, Strategy, Marketing, Marketing Strategy, Social Media Marketing, Market Research, Research, Strategic Planning, Competitive Analysis, Entrepreneurship, Start-ups

Education
New York University - Leonard N. Stern School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Trinity College-Hartford   2005 — 2009
BA, Economics

Will Newman Will Newman Denver, Colorado Details
Will Newman's Merrill Lynch Experience 2007 - 2008
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management  July 2013 - Present
SEAL Patrol   August 2011 - October 2011
Merrill Lynch   2007 - 2008
Morgan Stanley Smith Barney  2006 - 2007
Harvard University  2006 - 2006

Skills
Finance, Risk Management, Financial Advisory, Investments, Wealth Management..., Financial Modeling, Asset Management, Financial Analysis, Valuation, Asset Allocation, Series 7, Equities, Series 66, Start-ups, 529 Plans, IRAs, ETFs, Entrepreneurship, Separately Managed..., Financial Services, Investment Advisory, Venture Capital, Insurance, Securities, Mutual Funds, Alternative Investments

Education
Trinity College-Hartford

St. Mark's School

Jefferey Chiu Jefferey Chiu Greater New York City Area Details
Jefferey Chiu's Merrill Lynch Experience September 2010 - September 2011
Job
Industry Financial Services
Experience
Citi  May 2012 - October 2013
Citi  October 2011 - May 2012
Merrill Lynch   September 2010 - September 2011
Merrill Lynch   September 2008 - September 2010
Merrill Lynch   December 2007 - September 2008
JPMorgan Chase  June 2005 - December 2007
JPMorgan Chase  May 2004 - June 2005

Skills
SQL, VBA, Access Database, Microsoft Excel, Risk Management, Access, Analysis, Process Improvement, Finance, Financial Services, Management, Auditing, CRM, Quality Assurance, SDLC

Education
Tufts University   1989 — 1993
BFA, Art History, Photography

Michael Tonelli Michael Tonelli Greater Boston Area Details
Michael Tonelli's Merrill Lynch Experience February 2007 - May 2009
Job Manager at Bain & Company
Industry Management Consulting
Experience
Bain & Company  October 2011 - Present
Merrill Lynch   February 2007 - May 2009
Commerce Capital Markets  July 2004 - February 2007

Skills
Financial Modeling, Healthcare, Structured Finance, Management Consulting, Strategic Consulting, Valuation, Emerging Markets, Corporate Development, Private Equity, Due Diligence, Venture Capital

Education
University of Pennsylvania - The Wharton School   2009 — 2011
MBA, Health Care Management and Strategy

Tufts University   2000 — 2004
BA, Economics, International Relations, Spanish

University of Oxford   2002 — 2003
Exchange, Economics & Management

Phillips Academy Andover   1996 — 2000
HS

Keir Simon Keir Simon Dallas/Fort Worth Area Details
Keir Simon's Merrill Lynch Experience June 2007 - December 2008
Job Director of Practice Development at Airrosti Rehab Centers
Industry Health, Wellness and Fitness
Experience
Airrosti Rehab Centers  August 2013 - May 2015
Airrosti Rehab Centers  January 2013 - August 2014
Airrosti Rehab Centers  December 2009 - January 2013
Airrosti Rehab Centers  April 2009 - December 2009
Merrill Lynch   June 2007 - December 2008
JP Morgan Chase  January 2007 - June 2007
Countrywide Home Loans  August 2005 - December 2006

Skills
Employee Benefits, Strategic Planning, Insurance, Healthcare, Budgeting, Employee Relations, Public Speaking, Social Media, Social Media..., Customer Relations, Customer Service, Fitness, Fitness Training, Fitness Instruction, Content Development, Budgets, Management, Event Planning, Marketing, Sales, Sales Management, Coaching, Marketing Strategy, Contract Negotiation

Education
Trinity University   1999 — 2003
BS in Business Administration, Concentration in Finance with minor in Economics

Cheri Hall Cheri Hall Dothan, Alabama Area Details
Cheri Hall's Merrill Lynch Experience November 2009 - April 2011
Job Retail Banking Professional
Industry Financial Services
Experience
BBVA Compass  March 2014 - June 2015
BBVA Compass  April 2011 - March 2014
Merrill Lynch   November 2009 - April 2011
Wachovia, A Wells Fargo Company  March 1999 - November 2009

Skills
Mortgage Lending, Banking, Insurance, Fundraising, Retirement Planning, Real Estate, Investments, Small Business, Estate Planning, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Consumer Lending, Finance, Loan Origination

Education
Troy University
MBA

L Craig Simmons L Craig Simmons Denver, Colorado Details
L Craig Simmons's Merrill Lynch Experience May 2004 - August 2006
Job CFO, Captive Manager at Janus Administrative Solutions, Inc.
Industry Insurance
Experience
Janus Administrative Solutions, Inc.   June 2012 - Present
Eos Group, Inc.   2009 - Present
Prizm Group, Inc.   September 2006 - September 2009
Merrill Lynch   May 2004 - August 2006
Alico, Inc  September 1990 - April 2004

Skills
Formation & Management..., Financial Planning, Strategic Planning, Contract Negotiation, Budgeting, SEC reporting

Education
University of Colorado at Denver   2008 — 2009

Troy University   1975 — 1979
BS Business Administration & Accounting, Finance & Accounting

Francesca Maines Francesca Maines Buffalo, New York Details
Francesca Maines's Merrill Lynch Experience May 2015 - Present
Job Vice President, Wealth Management Banker, Merrill Lynch
Industry Banking
Experience
Merrill Lynch   May 2015 - Present
Key Bank  November 2011 - May 2015
HSBC Retail Banking and Wealth Management  March 2009 - October 2011

Skills
Financial Services Sales, Loans, Retail Banking, Commercial Banking, Mortgage Lending, Credit, Cross Selling, Loan Origination, Consumer Lending, Relationship Management, Banking, Financial Analysis, Commercial Lending, Portfolio Management

Education
Lawrenceville

Trinity University
Bachelor of Science (BS), Philosophy and Political Science

Carrie Gardner Carrie Gardner Greater New York City Area Details
Carrie Gardner's Merrill Lynch Experience May 2013 - April 2014
Job Vice President, Affluent Brand Delivery, Bank of America
Industry Marketing and Advertising
Experience
Bank of America  April 2014 - Present
Merrill Lynch   May 2013 - April 2014
mcgarrybowen  November 2011 - May 2013
Womenkind  September 2010 - October 2011

Skills
Advertising, Social Media, Social Media Marketing, Integrated Marketing, Strategy, Marketing Strategy, Direct Marketing, Digital Strategy, Marketing Communications, Content Strategy, Business Strategy, Marketing, Digital Marketing, Brand Development, Online Advertising

Education
Tufts University   2006 — 2010
BA, Women's Studies, Art History

The Chapin School   2002 — 2006

Janet Marcantonio, CFP® Janet Marcantonio, CFP® Providence, Rhode Island Area Details
Janet Marcantonio, CFP®'s Merrill Lynch Experience October 1999 - January 2009
Job Vice President Wealth Advisor at the Marcantonio/Robinson Group of UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  January 2009 - Present
Partnership to Reduce Cancer in Rhode Island   September 2013 - Present
Kent Hospital Foundation   August 2013 - Present
RI Coalition Against Domestic Violence   January 2013 - Present
Sargent Rehabilitation Center  January 1998 - Present
American Cancer Society  December 2006 - November 2012
Oncology Nursing Society  July 2006 - July 2012
Merrill Lynch   October 1999 - January 2009
Bank Boston (RI Hospital Trust) Private Bank   April 1982 - October 1999

Education
Trinity University   1971 — 1975
BA, Speech and Drama

University of California, Los Angeles   1974 — 1974
Communications

Eastwood High School   1968 — 1971

Susan Ganz Susan Ganz Greater New York City Area Details
Susan Ganz's Merrill Lynch Experience 1998 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
The Center for Wealth Preservation   2009 - Present
Credit Suisse  2005 - 2009
Merrill Lynch   1998 - 2005

Education
University of Pennsylvania - The Wharton School   1993 — 1995
MBA, Strategic Management & Finance

Tufts University   1985 — 1989
BS, Magna Cum Laude, Clinical Psychology

Allan Hu Allan Hu San Francisco Bay Area Details
Allan Hu's Merrill Lynch Experience January 2009 - May 2010
Job Research Assistant at UC Berkeley
Industry Civil Engineering
Experience
UC Berkeley  March 2015 - Present
CICC  May 2010 - April 2015
Bain & Company  September 2009 - May 2010
Merrill Lynch   January 2009 - May 2010
PwC  May 2008 - September 2008

Skills
Financial Analysis, Financial Modeling, Financial Accounting, Chartered Financial..., Business Intelligence, Valuation, Investment Banking, Corporate Finance, Bloomberg, Private Equity, Equity Research, Capital Markets, Bloomberg Terminal, Due Diligence, Equities, DCF, Mandarin, Venture Capital

Education
University of California, Berkeley   2015 — 2016
Master of Engineering (MEng)

Tsinghua University   2006 — 2010
Bachelor of Business Administration (BBA), Finance

Greg Lauritano Greg Lauritano Greater Los Angeles Area Details
Greg Lauritano's Merrill Lynch Experience June 2008 - January 2009
Job TriMotion Films
Industry Entertainment
Experience
TriMotion Films (Steve Guttenberg's Production Company)   September 2014 - Present
Barry Katz Entertainment  August 2015 - Present
Twentieth Century Fox  July 2014 - August 2015
Twentieth Century Fox  July 2013 - September 2014
21st Century Fox  June 2012 - January 2013
Windward Advisors LLC   February 2012 - May 2012
Merrill Lynch   June 2008 - January 2009

Education
UCLA Extension   2015 — 2017
Business and Management of Entertainment Certificate

University of Richmond   2009 — 2013
BSBA, Finance & Economics; Minor in Chinese

Tsinghua University   2011 — 2011
Study Abroad, Chinese Language and Culture

Chaminade High School   2005 — 2009
High School Diploma

Gareth Kohlhausen Gareth Kohlhausen Houston, Texas Details
Gareth Kohlhausen's Merrill Lynch Experience June 2011 - August 2011
Job SAP Alliance Director at Capgemini
Industry Information Technology and Services
Experience
Capgemini  January 2014 - Present
Capgemini  July 2012 - Present
Merrill Lynch   June 2011 - August 2011
Hercules Offshore  June 2010 - August 2010

Skills
SAP FICO, SAP PS, Consulting, Business Process, Integration, Data Analysis, Microsoft Word, Requirements Gathering, Team Leadership, Testing, SAP, Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, PowerPoint

Education
Trinity University   2008 — 2012
Bachelor of Science (BS), Finance, General

St. Thomas High School   2004 — 2008

Todd Beati, CRPC Todd Beati, CRPC Boston, Massachusetts Details
Todd Beati, CRPC's Merrill Lynch Experience May 2010 - November 2012
Job Financial Advisor at Balance Wealth Advisors Franchise of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Balance Wealth Advisors - Franchise of Ameriprise Financial Services, Inc.   May 2015 - Present
CCO Investments  February 2013 - February 2015
Merrill Lynch   May 2010 - November 2012
Morgan Stanley Smith Barney  January 2008 - May 2010
Beati Associates   January 1997 - January 2008

Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Mutual Funds, Retirement, Investments, Series 65, Strategic Financial..., Investment Strategies, IRAs, Alternative Investments, Financial Advisory, Estate Planning, Fixed Annuities, Securities, Financial Planning, Finance

Education
Trinity College-Hartford   1979 — 1983
Bachelor of Science (BS), Biology

Lowell High School   1976 — 1979

Michael Pucci Michael Pucci Greater New York City Area Details
Michael Pucci's Merrill Lynch Experience June 2009 - August 2009
Job Ralph Pucci International
Industry Design
Experience
Ralph Pucci International   July 2013 - Present
Deutsche Bank  June 2012 - August 2012
York Capital Management  June 2011 - August 2011
York Capital Management  June 2010 - August 2010
Merrill Lynch   June 2009 - August 2009

Education
Trinity College-Hartford   2009 — 2013
Bachelor of Arts (B.A.), Economics

Brunswick School   2006 — 2009

Pamela Pouncy Pamela Pouncy Tallahassee, Florida Details
Pamela Pouncy's Merrill Lynch Experience 1981 - 1991
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors  May 2015 - Present
BB&T  January 2013 - June 2015
Morgan Stanley Smith Barney  December 2004 - May 2011
Compass Brokerage  1996 - 2004
Troy University  1993 - 1996
State of Alabama  1991 - 1993
Merrill Lynch   1981 - 1991

Education
Troy University   1993 — 1996
BS, Business Management

Barbara Callahan Barbara Callahan Greater Boston Area Details
Barbara Callahan's Merrill Lynch Experience August 2011 - September 2013
Job Student
Industry Museums and Institutions
Experience
YMCA of Greater Boston  January 2014 - May 2015
Merrill Lynch   August 2011 - September 2013
Museum of Fine Arts, Boston  November 2012 - April 2013
University of New Orleans  September 2006 - December 2007

Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Retail, Data Entry, POS, Organization &..., Multitasking Skills, PeopleSoft, Collaboration, Empathy, Compassion, Program Management, Research, Fundraising, Community Outreach, PowerPoint, Public Speaking, Time Management

Education
Tufts University   2015 — 2016
Certificate, Museum Studies

University of North Florida   2008 — 2010
Bachelor of Arts (B.A.), Sociology and Anthropology

University of New Orleans   2006 — 2007

Tufts University
Museum Studies Certificate Program

Bakhtiar Hussaini Bakhtiar Hussaini New Haven, Connecticut Details
Bakhtiar Hussaini's Merrill Lynch Experience June 2012 - July 2013
Job AVP, Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  February 2015 - Present
First Niagara Bank  March 2014 - February 2015
Merrill Lynch   June 2012 - July 2013
Prudential Financial  November 2011 - June 2012
Hydraulic & Offshore Supplies   July 2009 - August 2009
Tufts Financial Group  January 2008 - 2009
Subway Restaurant  August 2004 - July 2008
International Club  September 2007 - May 2008
Freshman Class   September 2007 - May 2008

Skills
Research, Budgets, Business, Investments, Policy Analysis, Entrepreneurship, Analysis, Public Speaking, Microsoft Excel, Market Research, PowerPoint, Salesforce.com, Marketing, Strategic Planning, Social Media, Microsoft Office, Business Planning, Financial Analysis, Finance, Series 7, Time Management, Customer Service, Asset Management, Banking

Education
Tufts University   2008 — 2011
BAS, International relations

American International College   2007 — 2008
International Business

Stephen Del Kelley, MSM Stephen Del Kelley, MSM Pensacola, Florida Area Details
Stephen Del Kelley, MSM's Merrill Lynch Experience August 2014 - December 2014
Job Experienced Program Analyst
Industry Computer Software
Experience
CSC  January 2015 - Present
Merrill Lynch   August 2014 - December 2014
Black Knight Financial Services  November 2012 - July 2014
SSE  April 2011 - October 2012
Carolina Casualty Insurance Group, LLC  October 2010 - March 2011
Crowley Maritime  2007 - September 2010
Nelnet  2007 - 2007
Covenant Hospice  June 2003 - July 2006
FIS  2006 - 2006
L-3 Communications  January 2002 - June 2003

Skills
Business Process..., Business Process Mapping, Use Case Diagrams, Problem Analysis, Visio, Data Modeling, Software Project..., MS Project, RFP, SOW, Technical Presentations, Microsoft SQL Server, Software Implementation, CRM, Agile Methodologies, Microsoft Office, Building Relationships, Budgets, Prioritisation, Learning Management..., JAD, Learning Management, Business Analysis, Contract Negotiation, PowerPoint, Relationship Development, Product Development, Product Management, Healthcare Information..., Supply Chain Management, Business Intelligence, Strategic Communications, Group Presentations, Budget Management, New Hire Training, IT Governance, Online Backup, Remote Assistance, PowerPoint skills, Camtasia, Collaborative Leadership, Corporate Communications, Software Implementation..., One On One, Supply Chain..., ITIL Process, Microsoft Project, Salesforce Experience, Feasibility Studies, Team Foundation Server...

Education
Troy University   2004 — 2006
M.S.M, Management

University of West Florida   1993 — 1996
B.A., Psychology

Trevor Carlisle Trevor Carlisle New York, New York Details
Trevor Carlisle's Merrill Lynch Experience May 2012 - October 2012
Job Legal at The National Basketball Players Association
Industry Legal Services
Experience
National Basketball Players Association  December 2014 - Present
The Hammerstone Group   October 2012 - December 2014
Merrill Lynch   May 2012 - October 2012
Pisco Sin Fronteras  January 2009 - March 2010

Skills
Sales, Salesforce.com, Tableau, Microsoft Excel, Spanish, Financial Analysis, Foreign Languages, Bloomberg Terminal

Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics

The Hotchkiss School   2004 — 2007

Heidi Kashani Heidi Kashani Houston, Texas Details
Heidi Kashani's Merrill Lynch Experience June 2011 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2011 - Present
Goldman Sachs  October 2006 - May 2011
Bank of America  June 2005 - September 2006

Education
University of Pennsylvania   2002 — 2005
Bachelor of Arts (B.A.), Economics and political science

Tufts University   2001 — 2002

Sabastion Archibald-Kimmel Sabastion Archibald-Kimmel Los Angeles, California Details
Sabastion Archibald-Kimmel's Merrill Lynch Experience January 2010 - May 2011
Job Artist + Industry Relations at Sonos, Inc.
Industry Music
Experience
Sonos, Inc.   December 2013 - Present
www.vibewithit.com   June 2012 - November 2014
Slam Recordings   August 2012 - 2014
ClearSlide  July 2013 - October 2013
Tonic Nightlife Group   June 2012 - August 2012
The Ocean House  June 2011 - August 2011
Merrill Lynch   January 2010 - May 2011
Robert W. Baird & Co.   June 2010 - August 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Accounting, Management, Social Networking, Social Media Marketing, Facebook, Entrepreneurship, Leadership, Event Planning, Fundraising, Blogging, Entertainment

Education
Trinity College-Hartford   2010 — 2013
Bachelor of Arts (BA), American Studies, Senior

Trinity College-Hartford   2010 — 2013
Bachelor of Arts (B.A.), American Studies

Austin Haworth Austin Haworth Houston, Texas Details
Austin Haworth's Merrill Lynch Experience May 2014 - August 2014
Job Equity Analyst at Frost Bank
Industry Investment Management
Experience
Frost Bank  July 2015 - Present
MBM Advisors, Inc.   May 2014 - August 2014
Merrill Lynch   May 2014 - August 2014
Times Square Entertainment  January 2011 - May 2011

Skills
Microsoft Word, Factset, Microsoft Excel, PowerPoint, SAP, Prezi

Education
Trinity University   2011 — 2015
Bachelor’s Degree, Finance

Robert Stewardson Robert Stewardson New York, New York Details
Robert Stewardson's Merrill Lynch Experience May 2014 - Present
Job Corporate Financial Solutions Advisor at Merrill Lynch Private Bank Investment Group
Industry Financial Services
Experience
Merrill Lynch   May 2014 - Present
Tuck School of Business at Dartmouth College  July 2013 - August 2013
Brinker Capital  June 2012 - August 2012
Independent Portfolio Consultants  January 2012 - January 2012
UBS  June 2011 - August 2011
Logan Capital Management, Inc.   January 2011 - January 2011
Blue Sand Securities LLC   June 2010 - August 2010

Skills
Investments, Equities, Alternative Investments, Strategy, Microsoft Excel, Financial Analysis, Financial Modeling, Entrepreneurship, Equity Research, Project Planning, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Series 7, Series 66

Education
Trinity College   2009 — 2013
Bachelor of Arts, Political Science (International Relations Concentration)

Trinity College-Hartford   2009 — 2013
Bachelor of Arts (B.A.), Political Science (International Relations and Arabic Language)

Trinity College Rome Campus   2011 — 2011
Bachelor of Arts (B.A.), Political Science and Government

The Lawrenceville School   2006 — 2009

Haverford School   1994 — 2006

Haverford School   1993 — 2006

Andrew (Andy) Dickinson Andrew (Andy) Dickinson Greater St. Louis Area Details
Andrew (Andy) Dickinson's Merrill Lynch Experience 2005 - 2009
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  January 2009 - Present
Merrill Lynch   2005 - 2009
Maritz Travel Company  2002 - 2005

Skills
Series 7, Event Planning, Account Management, Marketing, Financial Analysis, Customer Service, Budgets, Sales, Series 63, Contract Negotiation, Strategic Planning

Education
Truman State University

University of Missouri-Saint Louis

William Gray William Gray Boston, Massachusetts Details
William Gray's Merrill Lynch Experience September 2012 - December 2012
Job Head of Business Development at AGC Partners
Industry Investment Banking
Experience
AGC Partners  August 2015 - Present
AGC Partners  September 2014 - August 2015
AGC Partners  May 2013 - August 2013
Merrill Lynch   September 2012 - December 2012
Northwestern Mutual  May 2012 - August 2012

Skills
Financial Analysis, Research, Outlook, Financial Modeling, Market Research, Microsoft Excel, Mergers & Acquisitions, Finance, Financial Services, Investment Banking, Investments

Education
Trinity College-Hartford   2010 — 2014
Bachelor of Science (B.S.), Economics

Phillips Academy Andover   2009 — 2010
Post-Graduate

Belmont Hill   2003 — 2009

Julian Willis Julian Willis San Diego, California Details
Julian Willis's Merrill Lynch Experience 2004 - 2006
Job Director, Marketing and Public Relations
Industry Financial Services
Experience
Sovereign Capital Management Group, Inc.   May 2013 - Present
Liberty Investment Management   2009 - 2013
Morgan Stanley  2006 - 2009
Merrill Lynch   2004 - 2006
Piper Jaffray  2002 - 2004
Macquarie Group  1999 - 2002
Legg Mason  1997 - 1999
Penguin Random House  1996 - 1997
Houghton Mifflin Harcourt  1993 - 1996

Skills
Asset Management, Capital Markets, Cloud Computing, Copywriting, CRM, Digital Copywriting, Digital Marketing, Digital Strategy, Equities, Equity Research, Finance, Information Technology, Integrated Marketing, Investments, Investment Strategies, IT Management, IT Strategy, Marketing, Mutual Funds, Private Equity, Portfolio Management, Programming, Project Management, SEO, SEO Copywriting, Securities, Series 7, Series 63, Strategic Planning, Trading, Wealth Management, Web Development, Series 66, WordPress, Adobe Creative Suite, Journalism, Financial Reporting, Nonprofit Consulting

Education
Tufts University   1987 — 1991
Bachelor of Arts, English

Leif Tian Leif Tian Houston, Texas Area Details
Leif Tian's Merrill Lynch Experience January 2006 - January 2007
Job Information Service Functional Lead
Industry Oil & Energy
Experience
Valero Energy Corporation  July 2010 - Present
SunGard Consulting Services  June 2008 - June 2010
Fortis  January 2007 - May 2008
Merrill Lynch   January 2006 - January 2007
Suez Energy  2002 - 2005
USWEB CKS   2000 - 2002
Continental Airlines  1998 - 2000
Young & Rubicam  1997 - 1998
Consulting Firm  1993 - 1995

Skills
Risk Management, Commodity Markets, Integration, Energy, Analysis, Program Management, ETRM, Energy Markets, SDLC, Management, Management Consulting, Options, Credit Risk, Derivatives, Enterprise Software, Business Analysis, Project Management, Financial Risk, Market Risk, Natural Gas, Software Development, Leadership, Investment Banking, IT Strategy, Business Process..., Valuation, Trading, Business Intelligence, Strategy, Equities, Information Technology, Openlink, Trading Systems, Zainet, Allegro, Consulting, BOBJ, RIN Storage Valuation

Education
University of Toledo   1996 — 1997
Master, Electrical engineering

Tsinghua University   1990 — 1995
Bachelor, Thermal Engineering

Middle school attached to Beijing Normal College

Robert Hamblett Robert Hamblett Greater Boston Area Details
Robert Hamblett's Merrill Lynch Experience June 2014 - September 2014
Job Open Source Risk Specialist at Black Duck Software
Industry Computer Software
Experience
Black Duck Software  July 2015 - Present
Merrill Lynch   June 2014 - September 2014
Out There Outfitters  October 2013 - January 2014
Vector Marketing  May 2012 - September 2012

Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Research, Public Speaking, Social Media, Time Management, Data Entry, Leadership, Windows, Team Leadership, Administrative..., Wealth Management

Education
Trinity College-Hartford   2011 — 2015

UNSW Australia   2013 — 2013

Westminster School   2008 — 2011
High School

Jenni Lee Jenni Lee San Francisco, California Details
Jenni Lee's Merrill Lynch Experience August 2003 - March 2007
Job Director, Global Index Relationship Management at BlackRock
Industry Investment Management
Experience
BlackRock  April 2011 - Present
MSCI Inc.  March 2007 - April 2011
Merrill Lynch   August 2003 - March 2007
Deloitte Consulting  August 1998 - March 2003

Skills
Strategy, Analytics, Equities, Relationship Management, Hedge Funds, Asset Management, Fixed Income, Portfolio Management, Alternative Investments, Investments, Financial Modeling, Capital Markets, Bloomberg, Asset Allocation, Series 7, Derivatives, Valuation, Mutual Funds, Investment Strategies, Private Equity, ETFs, Investment Management

Education
UCLA Anderson School of Management   2001 — 2003
MBA, Finance and Entrepreneurial Studies

Trinity University   1994 — 1998
BA, Magna Cum Laude, Communication and Business Administration

Linda Farmer Linda Farmer San Francisco Bay Area Details
Linda Farmer's Merrill Lynch Experience November 2004 - July 2015
Job Executive Assistant at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management  July 2015 - Present
Merrill Lynch   November 2004 - July 2015
Semtech  March 1999 - November 2004
McDermott Will & Emery  January 1994 - November 1998
Hyatt Regency  March 1989 - January 1994

Skills
Event Management, Management, Customer Service, Accounting, Event Planning, Microsoft Excel, Budgets, Project Management, Marketing

Education
Triton College

Anthony Shropshire Anthony Shropshire Greater New York City Area Details
Anthony Shropshire's Merrill Lynch Experience June 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2011 - Present
Morgan Stanley Smith Barney  March 2010 - June 2011
NRL Associates   February 2008 - February 2010
PMC  2005 - 2007

Skills
Hedging, Wealth Management, Investments, Finance

Education
Tufts University   2000 — 2004
B.A., English

Winchester High   1996 — 2000

Mandi Davis Mandi Davis Boulder, Colorado Details
Mandi Davis's Merrill Lynch Experience 2008 - 2011
Job User Experience Researcher at Google
Industry Computer Software
Experience
Google  2014 - Present
Charles River Analytics  2011 - 2014
Design and Usability Center   2011 - 2012
Merrill Lynch   2008 - 2011

Skills
Windows, Data Analysis, User Interface Design, User-centered Design, Information Architecture, User Experience, Human Computer..., Persona, Information Design, User Research, Interaction Design, Usability Testing, User Interface, Human Factors, Usability, Wireframes, Usability Engineering, User Experience Design, User Scenarios, Heuristic Evaluation, Paper Prototyping, Task Analysis, Human Interface Design

Education
Bentley University   2011 — 2013
MS, Human Factors in Information Design

Tufts University   2009 — 2011
Human Computer Interaction

Wellesley College   2006 — 2008
BA, Economics

Sarah Renneker Sarah Renneker Austin, Texas Details
Sarah Renneker's Merrill Lynch Experience July 2008 - August 2008
Job Seeking Opportunities in Project Coordination or fastpaced Administrative work
Industry Internet
Experience
SaleAMP  February 2014 - June 2015
Contract Work  September 2013 - December 2013
Gwangmyeong Technical High School (광명공업고등학교)   September 2012 - August 2013
FWR General Contractors   January 2010 - August 2012
Aspen's Brew   June 2011 - August 2011
Merrill Lynch   July 2008 - August 2008

Skills
Project Coordination, Project Management, Training, Teamwork, Research, Data Entry, Problem Solving

Education
Trinity University   2008 — 2012
Bachelors, English

Trinity Christian Academy   2003 — 2008

Bob Whittemore Bob Whittemore Charleston, South Carolina Area Details
Bob Whittemore's Merrill Lynch Experience March 2000 - September 2003
Job Executive Director at Coastal Vascular & Vein Center
Industry Hospital & Health Care
Experience
Coastal Vascular & Vein Center   2011 - Present
Whittemore Solutions, LLC   2010 - June 2011
Community Bank in Charleston, SC   October 2005 - 2009
Wachovia Bank  September 2003 - October 2005
Merrill Lynch   March 2000 - September 2003
Bank of America  August 1994 - March 2000
JP Morgan Chase (Chemical Bank)   August 1986 - July 1994
Johnson & Higgins  1981 - 1986

Skills
Benchmarking, Banking, Financial Analysis, Risk Management, Portfolio Management, Strategic Financial..., Financial Services, Investments, Talent Acquisition, Finance, Personnel Management, Healthcare Management, Strategic Planning, Strategic HR

Education
University of North Carolina at Chapel Hill   2013 — 2015
Master’s Degree, Health/Health Care Administration/Management

Tufts University   1976 — 1980
BA, History; Social Psychology

St. George's School

Jane Marlowe Jane Marlowe New York, New York Details
Jane Marlowe's Merrill Lynch Experience 1986 - 1991
Job Strategy and Partnership Development | Program Management | Advocate for Excellence in Education
Industry Management Consulting
Experience
Brooklyn Technical High School PTA   2014 - Present
Independent Consultant  July 2008 - Present
High School for Math, Science & Engineering at CCNY PTA   September 2009 - June 2013
Dresdner Kleinwort  April 1991 - July 2007
Merrill Lynch   1986 - 1991

Skills
Mergers, Capital Markets, Investment Banking, Corporate Finance, Corporate Development, Valuation, Mergers & Acquisitions, Strategy, Financial Structuring, M&A experience, Due Diligence, Nonprofits, Community Outreach, Secondary Education, Program Development, Educational Outreach, Contact Management, Strategic Partnerships, Student Recruiting, Marketing, Portfolio Management, Emerging Markets, Management, Investments, Structured Finance, Finance, Private Equity, Financial Modeling, Leveraged Finance

Education
New York University - Leonard N. Stern School of Business   1985 — 1987
MBA, Finance

Tufts University   1977 — 1981
BA, English

Louise Gunderson Louise Gunderson New York, New York Details
Louise Gunderson's Merrill Lynch Experience September 2004 - February 2011
Job Managing Director UBS Financial Services
Industry Financial Services
Experience
UBS  February 2011 - Present
Merrill Lynch   September 2004 - February 2011
Sanford Bernstein  September 1994 - September 2004

Skills
Leadership, Equities, Investments, Asset Management, Fixed Income, Capital Markets, Portfolio Management, Investment Banking, Alternative Investments, Hedge Funds

Education
Trinity University-Washington
Bachelor of Arts (BA), Political Science and Government

Nicholas Santangelo Nicholas Santangelo Boston, Massachusetts Details
Nicholas Santangelo's Merrill Lynch Experience May 2012 - December 2012
Job Consulting Analyst at Fidelity Business Consulting
Industry Financial Services
Experience
Fidelity Investments  July 2014 - Present
Tufts University  September 2012 - May 2014
Curriculum Associates  July 2013 - August 2013
Merrill Lynch   May 2012 - December 2012
Johnny D's   April 2012 - May 2012
Nick's Bartending Service   June 2011 - May 2012
Noon Hill Grill   June 2011 - December 2011
Vector Marketing  June 2010 - August 2010
Mujeres Unidas   September 2008 - May 2010
UNICEF  January 2009 - April 2009

Skills
Spanish, English, Public Speaking, Event Planning, PowerPoint, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Social Media, Teaching, International..., Non-profits, Bloomberg Terminal, Entrepreneurship

Education
Tufts University   2010 — 2014
Bachelor of Arts (B.A.), Major: International Affairs concentrated in International Finance Minor:Entrepreneurship

Milton Academy   2007 — 2010

Jordan Cohen Jordan Cohen Greater Boston Area Details
Jordan Cohen's Merrill Lynch Experience April 2009 - August 2011
Job Real Estate Consultant, Underwriting and Originations at UC Funds, Debt & Equity Investment Fund
Industry Investment Banking
Experience
UC Funds, Debt & Equity Investment Fund   April 2014 - Present
Aria Partners, LLC   August 2011 - January 2014
Merrill Lynch   April 2009 - August 2011
Schottenstein Property Group  February 2005 - April 2009
New Generation Advisors and Research   March 2002 - January 2005
UBS Investment Bank  March 2000 - August 2000

Skills
Private Equity, Due Diligence, Investments, Asset Management, Real Estate, Mergers & Acquisitions, Portfolio Management, Capital Markets, Banking, Hedge Funds, Trading, Risk Management, Strategy, Financial Modeling, Finance, Retail, Real Estate Development, Valuation, Turnaround Strategy, Alternative Investments, Investment Management

Education
Tufts University   2000 — 2004
BA, Political Science, Economics, Entrepreneurship

Bexley High School

Morgen Lerner Morgen Lerner Greater New York City Area Details
Morgen Lerner's Merrill Lynch Experience June 2012 - August 2012
Job Lead Associate at Novantas
Industry Financial Services
Experience
Novantas  August 2014 - Present
Grant Thornton International Ltd  January 2013 - April 2013
Merrill Lynch   June 2012 - August 2012

Skills
Microsoft Excel, SQL, Data Analysis, Financial Modeling, PowerPoint, Business Strategy, Quantitative Analytics, Research, Strategy

Education
Tufts University   2010 — 2014
Bachelor's degree, Economics, Magna Cum Laude

Collegiate School   2006 — 2010

Adam Deermount Adam Deermount Orange County, California Area Details
Adam Deermount's Merrill Lynch Experience June 2006 - February 2008
Job Managing Director at Landmark Capital Advisors
Industry Commercial Real Estate
Experience
Landmark Capital Advisors   May 2011 - Present
Tusker Investments LLC   January 2010 - Present
Heritage Fields (El Toro), LLC   September 2009 - November 2010
Hogan Edgcomb Consulting / TPH Enterprise   April 2008 - November 2010
LandSource Holding Company   July 2008 - July 2009
Merrill Lynch   June 2006 - February 2008
TA Associates Realty  July 2004 - May 2006
California National Bank  October 2003 - July 2004
Newport Harbor Yacht Club  September 2001 - September 2003

Skills
Real Estate Economics, Real Estate, Dispositions, Commercial Real Estate, Investment Properties, Asset Management, Investments, Valuation, Real Estate Development, Due Diligence, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Strategic Planning

Education
Tufts University   1997 — 2001
BA, Political Science

Tufts University   1997 — 2001
BA, Political Science

Ashley Folkes Ashley Folkes Greater Atlanta Area Details
Ashley Folkes's Merrill Lynch Experience Financial PlannerMerrill Lynch2003 - Present
Job VP CFP®, CRPC® at Merrill Lynch and Financial Services Consultant
Industry Financial Services
Experience
Merrill Lynch   Financial PlannerMerrill Lynch2003 - Present

Education
Troy University   1994 — 1998

Lynne W. Perry, CRPC®. Lynne W. Perry, CRPC®. San Antonio, Texas Area Details
Lynne W. Perry, CRPC®.'s Merrill Lynch Experience October 1986 - Present
Job Vice President/Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 1986 - Present

Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Allocation, Estate Planning, Investments, Portfolio Management, Asset Management, Insurance, Investment Advisory, Annuities, Alternative Investments, Trusts, Succession Planning, Series 7, Finance, Investment Strategies, Series 63, Securities, Investment Management, Mutual Funds, Retirement, Financial Services, Personal Finance, 401k, Financial Advisory, Wealth Management..., Series 65, 401k Rollovers, IRAs, Uniform Combined State..., Separately Managed..., ETFs, High Net Worth..., CRPC, Fixed Annuities, Strategic Financial...

Education
Trinity University   1977 — 1981
Bachelor's degree, Political Science and Government

Rincon High School   1973 — 1977

Joseph Allwood Joseph Allwood Greater St. Louis Area Details
Joseph Allwood's Merrill Lynch Experience October 2011 - November 2012
Job Customer Advocate at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   August 2014 - Present
The Prudential Insurance Company of America  May 2013 - August 2014
Merrill Lynch   October 2011 - November 2012
Law Office of Joseph C. Allwood   June 1996 - October 2011
City of Louisiana, Missouri   April 1997 - April 2000
CITY OF CLARKSVILLE, MISSOURI   January 1995 - January 1999
Law Office of William W. Cheeseman   January 1995 - June 1996
First Judicial Circuit Disciplinary Committee   January 1994 - January 1995
Law Offices of Shumaker and Allwood   October 1993 - January 1995
Law Office  January 1990 - January 1993

Skills
Litigation, Negotiation, Estate Planning, Real Estate, Family Law, Contract Negotiation, Financial Analysis, Strategic Financial..., Financial Risk, Trusted Advisor, Trust Management, Charitable Trusts, Investment Strategies, Investment Advisory, Alternative Investments, Stock Market, Stock Trading, Stock Picking, Risk Management, Criminal Law, Legal Writing, Courts, Finance, Securities, Trials, Civil Litigation, Insurance, Due Diligence, Corporate Governance, Mutual Funds, Mergers & Acquisitions, Investments, Corporate Law, FINRA, Financial Advisory, Financial Services, Wealth Management, Series 7, Retirement Planning, Portfolio Management, Private Equity, Life Insurance, Series 63, Asset Management, Loans, Banking, Retirement, Asset Allocation, Credit, Fixed Annuities

Education
University of Missouri-Columbia School of Law   1989 — 1992
Juris Doctor, Law

Truman State University   1981 — 1985
BS, History

Truman State University   1981 — 1985
BA, Political Science

Clopton High School   1978 — 1981
HIgh School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Nate Averbeck Nate Averbeck Greater Chicago Area Details
Nate Averbeck's Merrill Lynch Experience October 2007 - May 2011
Job Manager DC Ops, Network and Unified Communications at Huron Consulting Group
Industry Information Technology and Services
Experience
Huron Consulting Group  April 2015 - Present
Huron Consulting Group  May 2011 - Present
Merrill Lynch   October 2007 - May 2011
Huron Consulting Group  May 2004 - October 2007
Trinity International University  March 2001 - May 2004

Skills
Data Center, VMware, IT Operations, Active Directory, Vendor Management, Troubleshooting, Disaster Recovery, Technical Support, DHCP, Project Management

Education
Trinity International University   1999 — 2001

Jordan M. Guynn, LUTCF Jordan M. Guynn, LUTCF Greater Philadelphia Area Details
Jordan M. Guynn, LUTCF's Merrill Lynch Experience August 2007 - January 2009
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2012 - Present
New York Life  February 2009 - October 2012
Merrill Lynch   August 2007 - January 2009
Northwestern Mutual Financial Network  May 2006 - August 2007
Ameriprise Financial Services, Inc.   October 2005 - April 2006

Skills
Retirement Planning, Alternative Investments, Investments, Estate Planning, Wealth Management, Insurance, Financial Analysis, Mutual Funds, Portfolio Management, Retirement, Finance

Education
Tufts University   2001 — 2005

Germantown Academy

Petula Lucey Petula Lucey Greater New York City Area Details
Petula Lucey's Merrill Lynch Experience January 2003 - June 2006
Job Chief Marketing Officer at Massey Knakal
Industry Marketing and Advertising
Experience
Massey Knakal   September 2013 - Present
Tishman Speyer  March 2007 - September 2013
Saatchi & Saatchi  July 2006 - March 2007
Merrill Lynch   January 2003 - June 2006

Skills
Marketing Strategy, Advertising, Online Advertising, Digital Strategy, Real Estate Development, Marketing, Marketing Communications, New Business Development, Digital Marketing, Social Media, Strategic Planning, Real Estate, Integrated Marketing, Management, Leadership, Cross-functional Team..., B2B Marketing, Social Media Marketing, Email Marketing, Online Marketing

Education
Trinity College-Hartford   1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General

The Hewitt School   1977 — 1988

Chad Pigg Chad Pigg Atlanta, Georgia Details
Chad Pigg's Merrill Lynch Experience July 2006 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2006 - Present
KPMG  2004 - 2006
US Army  August 1994 - August 2000

Skills
Financial Analysis, Series 7, Strategic Financial..., Mutual Funds, Investments, Financial Modeling, Equities, Wealth Management, Securities, Financial Reporting, Retirement Planning, 401k, Asset Allocation, Portfolio Management, Corporate Finance

Education
Troy University   2003 — 2004
MBA, Accounting

Troy University   2000 — 2003
BS, Accounting

Peru High School   1990 — 1994

Nancy Wong Nancy Wong Seattle, Washington Details
Nancy Wong's Merrill Lynch Experience February 2006 - April 2006
Job Manager, Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting  July 2012 - Present
Next Generation Nepal   July 2012 - November 2012
Next Generation Nepal   April 2011 - July 2012
Bank of America Merrill Lynch  June 2010 - August 2010
Deloitte Consulting  July 2006 - June 2009
Merrill Lynch   February 2006 - April 2006

Skills
Management Consulting, Financial Modeling, Business Strategy, Strategy, Business Process..., Business Analysis, Business Transformation, IT Strategy, Program Management, Valuation, Financial Analysis, Change Management, Business Process Design, Analytics, Consulting, Business Process, Project Management, Analysis, Due Diligence, Corporate Finance, Data Analysis, Strategic Planning, Competitive Analysis, Mergers, Finance, Leadership, Process Improvement, Business Process..., Risk Management, Investment Banking, Management

Education
New York University - Leonard N. Stern School of Business   2009 — 2011
MBA, Finance, Strategy, Social Impact & Innovation

Trinity University   2003 — 2006
B.S., Business Administration (Management and Finance), Minors in Comm. Mgmt, MIS, CS, Chinese

Gabriela Ramirez-Gras Gabriela Ramirez-Gras Greater New York City Area Details
Gabriela Ramirez-Gras's Merrill Lynch Experience October 2004 - June 2006
Job Head of Strategic Recruiting Americas Private Banking
Industry Financial Services
Experience
Credit Suisse  March 2014 - Present
UBS  August 2012 - April 2014
BlackRock  April 2011 - March 2012
UBS  February 2010 - April 2011
UBS  June 2006 - February 2010
Merrill Lynch   October 2004 - June 2006
Inditex/ZARA Internatinal Inc.   September 2003 - September 2004
Bear Stearns  August 2002 - September 2003
Merrill Lynch   May 2000 - August 2002

Skills
Business Development, Investment Banking, Wealth Management, Portfolio Management, Talent Acquisition, Mergers, Investments, Sourcing, Recruiting, Mergers & Acquisitions, Financial Services, Equities, Management, Finance

Education
Tufts University

Jason Kofroth Jason Kofroth Greater Milwaukee Area Details
Jason Kofroth's Merrill Lynch Experience May 2008 - August 2008
Job BMO Retirement Services Relationship Coordinator
Industry Financial Services
Experience
City of Wauwatosa  April 2014 - Present
BMO  December 2012 - Present
BMO  October 2011 - December 2012
M&I Wealth Management  June 2009 - September 2011
Merrill Lynch   May 2008 - August 2008

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Statements, Finance, Microsoft Word, Public Speaking, Financial Analysis, Strategic Planning, Leadership

Education
Concordia University-Wisconsin   2011 — 2013
MBA, Finance

Trinity International University   2005 — 2009
Bachelor, Accounting and Business Management

Adriana Mendez-Rugh, CFP® Adriana Mendez-Rugh, CFP® Charlotte, North Carolina Area Details
Adriana Mendez-Rugh, CFP®'s Merrill Lynch Experience November 2014 - Present
Job Senior Vice President, Resident Manager, Wealth Management Banking at Merrill Lynch
Industry Banking
Experience
Merrill Lynch   November 2014 - Present
Merrill Lynch   November 2010 - November 2014
Merrill Lynch   June 2010 - November 2010
Bank of America  September 2007 - June 2010
Frost Bank  July 1999 - August 2007

Skills
Mortgage Lending, Investments, Series 7, Commercial Lending, Series 63, Relationship Management, Small Business Lending, Retirement Planning, Wealth Management..., Credit Analysis, Commercial Banking, Wealth Management, Asset Allocation, Strategic Financial..., Private Banking, Cross Selling, High Net Worth..., Series 24, Treasury Management, Lines Of Credit, Cash Management, Consumer Lending, Investment Advisory, Loans, Credit, Financial Services, Management, Risk Management, Securities, Banking, Finance, Financial Planning

Education
Trinity University   1993 — 1997
BA, Economics/Finance

Dave Rodman Dave Rodman Greater Denver Area Details
Dave Rodman's Merrill Lynch Experience January 2008 - May 2009
Job Founding Member, The Rodman Law Group, LLC
Industry Law Practice
Experience
The Rodman Law Group, LLC   December 2014 - Present
Fluo Apparel, LLC   June 2014 - Present
The Law Offices of Lauren C. Davis   December 2014 - June 2015
Legal OnRamp  February 2014 - December 2014
Office of William J. Rodman, M.D. F.A.C.S   May 2009 - August 2013
Robinson Waters & O’Dorisio, P.C.   June 2012 - September 2012
Replin & Rhoades, LLC   June 2011 - August 2011
Merrill Lynch   January 2008 - May 2009

Skills
Securities Regulation, Securities Litigation, Business Transactions, Entertainment Law, Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Office, Teaching, Social Media, Healthcare, Project Management, Project Planning, Public Speaking, Marketing Strategy, Microsoft Word, Bloomberg, Financial Modeling, Fundraising, Securities, Legal Writing, Legal Research, Corporate Law, Mediation, Westlaw

Education
University of Denver - Sturm College of Law   2010 — 2013
JD, Entertainment Law, Securities law

Tufts University   2003 — 2007
BA, History

Alfred Jie, PhD, CFA Alfred Jie, PhD, CFA Greater New York City Area Details
Alfred Jie, PhD, CFA's Merrill Lynch Experience July 2015 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2015 - Present
Wells Fargo Securities  March 2014 - July 2015
Wells Fargo Securities  March 2010 - March 2014
Wachovia Capital Markets  March 2007 - March 2010

Skills
Relationship Management, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Bloomberg, Quantitative Finance, Portfolio Management, Valuation, Structured Products, Options, Quantitative Analytics, MBS, Trading, Credit Derivatives, Interest Rate..., Private Equity, Bonds

Education
University of California, Davis   2003 — 2007
M.S. and Ph.D., Scientific Computing

Tsinghua University   1996 — 2002
B.Eng. and M.S., Engineering

Sam Corliss Sam Corliss Orange County, California Area Details
Sam Corliss's Merrill Lynch Experience August 1983 - November 1999
Job Finance
Industry Investment Management
Experience
Merrill Lynch   August 1983 - November 1999

Education
University of Michigan - Stephen M. Ross School of Business   1976 — 1977
MBA, Finance

Trinity College-Hartford   1972 — 1976
BA, Economics

Amanda D'Oliveira Amanda D'Oliveira Fairhope, Alabama Details
Amanda D'Oliveira's Merrill Lynch Experience March 2006 - October 2008
Job International and Domestic Wealth Management
Industry Financial Services
Experience
Morgan Stanley  April 2014 - July 2015
Private  March 2013 - March 2014
Morgan Stanley  December 2009 - June 2012
Merrill Lynch   March 2006 - October 2008

Skills
Series 7, 66, 10, Alabama Life and Health...

Education
Troy University in Montgomery
Banking and Finance, Banking and Finance

Brian Eichholz Brian Eichholz Greater St. Louis Area Details
Brian Eichholz's Merrill Lynch Experience October 2011 - November 2014
Job Market Executive Wealth Management Banking at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  November 2014 - Present
Merrill Lynch   October 2011 - November 2014
Merrill Lynch   April 2011 - October 2011
Merrill Lynch   April 2009 - March 2011
Merrill Lynch   April 2006 - March 2009
Frontier Mortgage  December 2002 - April 2006

Skills
Banking, Wealth Management, Series 7, Series 63, Mortgage Lending, Credit, Loans, FINRA, Series 24, Management, Financial Services

Education
Truman State University   1994 — 1999

Buddy Hicks Buddy Hicks Montgomery, Alabama Area Details
Buddy Hicks's Merrill Lynch Experience August 2013 - March 2015
Job Financial Advisor at WealthSpan Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group  July 2015 - Present
AIG Financial Network  March 2015 - July 2015
Merrill Lynch   August 2013 - March 2015
First Citizens Bank  August 2011 - January 2013
The Arc of Dallas  June 2009 - November 2011
BB&T (formerly Colonial Bank)   August 2009 - August 2011
Colonial Bank  June 2006 - August 2009
AmSouth Bank  January 2005 - June 2006
Dove Data Products  March 2000 - January 2005
Dennis Schwartz & Associates   January 1994 - March 2000

Skills
Sales Management, Customer Retention, Customer Service, Personnel Management, Property Management, Loans, Banking, Commercial Lending, Credit, Commercial Banking, Underwriting, Credit Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Management, Leadership, Sales, Finance, Strategic Planning, Business Development, Team Building, Financial Analysis, Small Business, Investments, Financial Services, Risk Management, Retail Banking, Insurance, Marketing, Consumer Lending, Forecasting

Education
Troy University in Montgomery   2006 — 2008
Business, Finance

David McKeon, CFA David McKeon, CFA Houston, Texas Area Details
David McKeon, CFA's Merrill Lynch Experience 2005 - June 2006
Job Head of Refined Products Trading LDH Energy
Industry Capital Markets
Experience
Castleton Commodities International  October 2011 - Present
Bank of America Merrill Lynch  June 2006 - October 2011
Merrill Lynch   2005 - June 2006
Entergy-Koch Trading  2001 - 2005
Koch Industries  1998 - 2001

Skills
Trading, Equities, Hedging, Commodity, Energy, Commodity Markets, Business Strategy, Portfolio Management, Risk Management, Crude, Refined Products, Derivatives, Investment Banking, Finance, Power Trading, Options

Education
Trinity University

Namita S Jha Namita S Jha Jacksonville, Florida Area Details
Namita S Jha's Merrill Lynch Experience January 2005 - Present
Job Asst V.P at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch   January 2005 - Present
Disney World  2004 - 2005
Synova  2003 - 2004
TCIL  1996 - 2000

Education
Troy University in Montgomery   2001 — 2002
MS, Computer Sc

Joseph Sagil Joseph Sagil Greater Chicago Area Details
Joseph Sagil's Merrill Lynch Experience June 2006 - May 2008
Job Derivatives Operations Professional
Industry Investment Banking
Experience
Macquarie Futures USA, Inc.   November 2008 - Present
Merrill Lynch   June 2006 - May 2008
HSBC Securities USA, Inc.   1994 - 2006
First Options of Chicago  1989 - 1992

Skills
Technical Analysis, Capital Raising, Private Banking, Commercial Lending, Separately Managed..., Treasury Management, M&A experience, CMBS, Loan Origination, Private Placements, Syndications, Financial Markets, Electronic Trading, Trading, Derivatives, Commodity, Capital Markets, Fixed Income, Trading Systems, Equities, Hedge Funds, Securities, Options

Education
Western Illinois University   1979 — 1982
Bachelor of Science, Finance

Triton College   1977 — 1979
Business Administration

Keisha Hill Keisha Hill Chicago, Illinois Details
Keisha Hill's Merrill Lynch Experience November 2006 - March 2009
Job Client Advisor at Marsh & McLennan Companies, Inc.
Industry Insurance
Experience
Marsh & McLennan Companies, Inc.   February 2014 - Present
Frank Crystal & Company  January 2010 - June 2013
Merrill Lynch   November 2006 - March 2009
Merrill Lynch   September 2004 - November 2006
The Baddish Group  August 2003 - August 2004
Interactive Nova Group   September 2002 - August 2003

Skills
Casualty, Underwriting, Property & Casualty..., Insurance, Employment Practices..., D&O, Brokers, Directors & Officers..., Professional Liability, Liability, Umbrella Insurance, Workers Compensation, Risk Management, Management, Reinsurance, Casualty Insurance, General Insurance

Education
Trinity University-Washington
Bachelor of Science (B.S.), Business Administration and Management, General

Tim Mackin Tim Mackin Cleveland/Akron, Ohio Area Details
Tim Mackin's Merrill Lynch Experience April 2010 - May 2012
Job Managing Director, Capital Markets at The Huntington Bank
Industry Financial Services
Experience
The Huntington Bank   June 2012 - Present
Merrill Lynch   April 2010 - May 2012
National City Bank  2004 - 2009
McDonald Investments/ Key Bank   1992 - 2004
Cantor Fitzgerald  1991 - 1992

Skills
Financial Services, Trading, Portfolio Management, Capital Markets, Series 7, Investments, Asset Managment, Fixed Income, Wealth Management, Series 63

Education
New York University - Leonard N. Stern School of Business   1982 — 1985
MBA, Finance

Trinity College-Hartford   1977 — 1981
BA, Economics

Glen Ridge High School   1973 — 1977

Colleen Harvey, CFA Colleen Harvey, CFA Boulder, Colorado Details
Colleen Harvey, CFA's Merrill Lynch Experience 2012 - 2014
Job Portfolio Manager at Colorado Capital Management
Industry Financial Services
Experience
Colorado Capital Management   May 2014 - Present
Merrill Lynch   2012 - 2014
Fidelity Investments  2004 - 2010
Fidelity Investments  2000 - 2004
Kelso Management Company   1998 - 2000

Skills
Portfolio Management, Wealth Management, Investment Management, Equities, Bonds, ETFs, Mutual Funds, Fixed Income, Research, Economic Research

Education
University of Notre Dame   1989 — 1993
B.A., English, history

Tufts University   1997 — 1999
MA, History

Ajanta Kalyanpur Ajanta Kalyanpur Los Angeles, California Details
Ajanta Kalyanpur's Merrill Lynch Experience April 2005 - July 2007
Job Assistant Designer at Timothy Corrigan, Inc.
Industry Design
Experience
Timothy Corrigan, Inc.   May 2014 - Present
Racevine   January 2013 - May 2014
Deutsche Bank Securities  July 2010 - January 2012
Junior Achievement of New York  October 2007 - March 2008
Merrill Lynch   April 2005 - July 2007
Goldman Sachs  June 2003 - April 2005

Skills
Financial Modeling, Fundraising, Sales, Business Development, Marketing Communications, Writing, Project Management, Due Diligence, Strategy, Entrepreneurship, Investment Banking, Emerging Markets, Corporate Development, Venture Capital, Private Equity, Business Strategy

Education
University of California, Los Angeles   2014 — 2015
Architecture and Interior Design

University of Pennsylvania - The Wharton School   2008 — 2010
MBA

Tufts University   1999 — 2003
BA, Economics and International Relations, Cum Laude

Universidad Autónoma de Madrid   2001 — 2002

John P. Stevens High School   1994 — 1999

James Bian James Bian Greater New York City Area Details
James Bian's Merrill Lynch Experience August 2004 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2004 - Present
Domestic Securities  1996 - 2005

Skills
Electronic Trading, Trading Systems, Trading, Capital Markets, Order Management, Risk Management, Equities, ETFs, Program Trading, Low Latency, Equity Derivatives, Fixed Income

Education
University of Pennsylvania   1994 — 1996
MS, Computer and Information Science

Tsinghua University   1986 — 1991
BS, computer science

Keith Horne Keith Horne Tallahassee, Florida Area Details
Keith Horne's Merrill Lynch Experience Lieutenant ColonelUnited States Air ForceSeptember 1969 - June 1993
Job Vice President/Senior Consultant
Industry Financial Services
Experience
Merrill Lynch   Lieutenant ColonelUnited States Air ForceSeptember 1969 - June 1993

Education
Troy University   1974 — 1976
MS, Management

University of South Carolina-Columbia   1967 — 1969
BS, Economics

Margaret LeBlanc Margaret LeBlanc Boston, Massachusetts Details
Margaret LeBlanc's Merrill Lynch Experience October 2011 - February 2012
Job Associate at Stax Inc.
Industry Management Consulting
Experience
Stax Inc.  November 2014 - Present
Stax Inc.  2014 - 2014
Merrill Lynch   October 2011 - February 2012
Washington University in St. Louis School of Law  April 2010 - December 2010
FIDA - Kenya   May 2009 - August 2009
Legal Sea Foods  December 2007 - July 2008
John Hancock  March 2007 - June 2008

Skills
Legal Writing, International Law, Research, Editing, Government, Finance, Legal Research, Westlaw, Litigation, Corporate Law, Due Diligence

Education
Fullbridge Program   2013 — 2013
Business

Washington University in St. Louis School of Law   2008 — 2011
Doctor of Law (J.D.)

Tufts University   2002 — 2006
BA, International Relations

Lisa Charkoudian, CAIA Lisa Charkoudian, CAIA Greater New York City Area Details
Lisa Charkoudian, CAIA's Merrill Lynch Experience July 1993 - June 2013
Job Gotham Asset Management
Industry Financial Services
Experience
Gotham Asset Management, LLC  July 2013 - Present
Merrill Lynch   July 1993 - June 2013
Merrill Lynch   April 1996 - April 2000

Skills
Series 7, Alternative Investments, Separately Managed..., Wealth Management, Series 63, Wealth Management..., Hedge Funds, Mutual Funds, Fixed Income

Education
New York University, Stern School of Business   2001 — 2003
Master of Business Administration (MBA), MBA

Tufts University   1989 — 1993
Bachelor of Arfs, International Relations and Asian Studies

Doug Colton Doug Colton Greater Boston Area Details
Doug Colton's Merrill Lynch Experience 2010 - 2015
Job at
Industry Financial Services
Experience
Fidelity Investments  2015 - Present
Merrill Lynch   2010 - 2015
Americas Growth Capital  2005 - 2009

Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Securities, Series 24, Series 63, Alternative Investments, Trading, Asset Managment, Equities, Investment Advisory, Hedge Funds, Capital Markets

Education
Tufts University   1984 — 1988
Bachelor's degree, Political Science and Government

Avon Old Farms

Alex Miadelets Alex Miadelets Greater New York City Area Details
Alex Miadelets's Merrill Lynch Experience June 2010 - June 2011
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  June 2011 - Present
Merrill Lynch   June 2010 - June 2011
Bank of America Merrill Lynch  June 2005 - June 2010
PricewaterhouseCoopers  June 2001 - June 2003
KPMG Canada  January 1998 - May 2001

Education
THE WHARTON SCHOOL, University of Pennsylvania   2003 — 2005
Master of Business Administration (MBA), Finance

Trinity Western University   1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Lisa A. Miller Lisa A. Miller San Francisco, California Details
Lisa A. Miller's Merrill Lynch Experience January 2011 - June 2012
Job Vice President, Private Securities Group at SharesPost
Industry Financial Services
Experience
SharesPost  November 2013 - Present
MZ Foundation   January 2013 - May 2013
Merrill Lynch   January 2011 - June 2012
Merrill Lynch   November 2006 - December 2010
NBC News  June 2005 - August 2005
NBC News  May 2004 - September 2004

Skills
Private Equity, Investments, Alternative Investments, Equities, Portfolio Management, Finance, Mutual Funds, Spanish, Due Diligence, Client Relations Skills, Fixed Income, Series 7, Asset Managment, Series 66, Series 3

Education
Tufts University   2002 — 2006
BA, International Relations, Spanish

Kent Denver School

Robert D. H. Anning Robert D. H. Anning Cincinnati Area Details
Robert D. H. Anning's Merrill Lynch Experience June 1967 - 2012
Job Senior Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   November 2012 - Present
Merrill Lynch   June 1967 - 2012
US Navy  July 1963 - June 1967

Education
Trinity College-Hartford   1959 — 1963
BA, English

Asheville School   1955 — 1959

Jennifer Ledford Jennifer Ledford Charlotte, North Carolina Area Details
Jennifer Ledford's Merrill Lynch Experience June 2009 - August 2014
Job Talent Acquisition Manager at Edward Jones
Industry Financial Services
Experience
Edward Jones  August 2014 - Present
Merrill Lynch   June 2009 - August 2014
Wachovia Securities/First Clearing   September 2008 - June 2009
Wachovia/Wells Fargo  2006 - 2008
Wachovia Bank  1996 - 2005

Skills
Management, Leadership, Microsoft Office, Sales, Microsoft Word, Human Resources, Talent Acquisition, Interviews, Employee Relations, Talent Management, Onboarding, Research, Time Management, Marketing, Finance, Performance Management, Team Building, Strategic Planning, Recruiting

Education
Troy University   1987 — 1991
Bachelor of Science (B.S.), Economics

Peter Goulding, CFA Peter Goulding, CFA Greater New York City Area Details
Peter Goulding, CFA's Merrill Lynch Experience October 1999 - July 2001
Job Strategic Planning/M&A at People's United (PBCT)
Industry Banking
Experience
People's United   January 2009 - Present
WL Ross & Co. LLC   January 2008 - April 2008
Copper Arch Capital   April 2006 - December 2007
TQA Investors   June 2004 - April 2006
Merrill Lynch   October 1999 - July 2001
JPMorgan Chase  March 1997 - October 1999

Skills
Hedge Funds, Equities, Portfolio Management, Asset Managment, Investments, Financial Modeling, Alternative Investments, Financial Analysis, Private Equity, Valuation, Fixed Income, Capital Markets, Asset Allocation, Series 7, Wealth Management, Bonds, Equity Research, Corporate Finance, Hedging, Trading, Bloomberg

Education
University of Virginia - Darden Graduate School of Business Administration   2003 — 2004
MBA

Tufts University   1993 — 1996
BA, Economics

Peter Danas Peter Danas Greater Boston Area Details
Peter Danas's Merrill Lynch Experience 1985 - Present
Job Senior Vice PresidentInvestments Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   1985 - Present

Education
Tufts University   1980 — 1984
A84, Economics and Political Science

Lowell High School   1976 — 1980

Paul D. Miller Paul D. Miller Greater Chicago Area Details
Paul D. Miller's Merrill Lynch Experience August 2006 - September 2008
Job Infrastructure Tech Lead at Olenick & Associates
Industry Information Technology and Services
Experience
Olenick & Associates  December 2012 - Present
Cook County Hospital  January 2012 - December 2012
Mission Critical Wireless  February 2010 - January 2012
TEKsystems  December 2008 - February 2010
Merrill Lynch   August 2006 - September 2008
Huron Consulting Group  September 2003 - April 2006
Fields Automotive Group   July 2002 - September 2003
Carlson Companies  May 1999 - August 1999

Skills
People Development, Team Leadership, Printers, Technical Documentation, Software, Troubleshooting, Technical Support, Software Installation, Hardware, Process Improvement, Project Management, Team Building, Software Documentation, Management, Desktop Administration, Help Desk Support, Service Desk Management, Desktop Deployment

Education
Trinity International University   1998 — 2002
Bachelor of Arts, Business Management

Michael D. Doyle Michael D. Doyle Greater Chicago Area Details
Michael D. Doyle's Merrill Lynch Experience January 2001 - January 2005
Job *
Industry Printing
Experience
GOES Lithography   October 2007 - January 2009
PIP Printing  2007 - 2007
Merrill Lynch   January 2001 - January 2005
Crain Communications  January 1997 - January 2000

Skills
Pre-press, Color Correction, Typesetting, Desktop Publishing, Graphics

Education
Triton College   1996 — 1999
AAS, Graphic Arts/Printing

G.B.S.   1972 — 1976

Phillip Sherry Phillip Sherry Greater New York City Area Details
Phillip Sherry's Merrill Lynch Experience January 2000 - January 2003
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2003 - Present
Merrill Lynch   January 2000 - January 2003

Skills
Series 7, Relationship Management, Credit Analysis, Asset Allocation, Mutual Funds, Fixed Income, Series 63, Bloomberg, Equities, Asset Managment

Education
Tufts University   1987 — 1991
BA, International Relations/Spanish

Kara Dunn Kara Dunn Greater New York City Area Details
Kara Dunn's Merrill Lynch Experience November 2000 - November 2002
Job at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  October 2003 - Present
Merrill Lynch   November 2000 - November 2002
New York City Economic Development Corporation  September 1997 - November 2000

Education
Trinity University-Washington
BA, Political Science

Doug Keller Doug Keller Greater New York City Area Details
Doug Keller's Merrill Lynch Experience July 2010 - August 2013
Job Senior Associate, Pantheon Ventures
Industry Financial Services
Experience
Pantheon Ventures  September 2013 - Present
Merrill Lynch   July 2010 - August 2013
intermix inc  May 2003 - August 2003

Skills
Valuation, Private Equity, Alternative Investments, Equities, Bloomberg, Hedge Funds, Financial Modeling, Fixed Income, Series 7, Investment Banking, Asset Allocation, Capital Markets, Equity Research

Education
Tufts University   2005 — 2009
BA, Economics

Delbarton   1999 — 2005

Cathy Robertson Del Nero Cathy Robertson Del Nero Providence, Rhode Island Area Details
Cathy Robertson Del Nero's Merrill Lynch Experience 2001 - Present
Job Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2001 - Present
Prudential Securities  February 1994 - November 2001
Shearson Lehman  September 1988 - February 1994

Skills
Strategic Planning, Series 7, Retirement Planning, Wealth Management, Certified Financial..., Investments, Investment Advisory, Venture Philanthropy, Asset Allocation, Securities, FINRA, Investment Strategies, Alternative Investments, Series 63, Investment Management, Bonds, Mutual Funds, Estate Planning, Retirement

Education
Tufts University   1971 — 1975
Bachelor’s Degree, Theatre, English

Mary Uslander Mary Uslander Greater New York City Area Details
Mary Uslander's Merrill Lynch Experience August 2010 - Present
Job Board Member at Women Networking in Electronic Transactions (W.net)
Industry Financial Services
Experience
First Data Corporation  August 2014 - Present
Merrill Lynch   August 2010 - Present
Morgan Stanley Smith Barney  June 2009 - July 2010
Citigroup Smith Barney  July 2000 - June 2009
Paine Webber  December 1995 - July 2000
Kidder Peabody  May 1985 - December 1995

Skills
Financial Services, Management, Strategy, Banking, CRM, Wealth Management, Portfolio Management, Series 63, New Business Development, Leadership, Series 7, Product Development, Marketing, Credit, Program Management, SDLC, Vendor Management, Equities, Integration, Retail Banking, Project Management, Securities, Investments, Mergers & Acquisitions, Business Analysis, Team Building

Education
New York Restaurant School
Culinary Arts/Chef Training

Tufts University
Psychology/Community Health, Psychology

Joseph Ori Joseph Ori Greater Chicago Area Details
Joseph Ori's Merrill Lynch Experience April 2015 - Present
Job LAT Group Merrill Lynch. Financial Advisor in training
Industry Financial Services
Experience
Merrill Lynch   April 2015 - Present
JP Morgan Chase Bank  March 2011 - April 2015
Advantage Staffing  February 2010 - April 2011
Bossier-Shreveport Mudbugs, TEV Miesbach   September 2005 - April 2010
UniFirst Corporation  April 2009 - November 2009

Skills
Sales Management, New Business Development, Investments, Sales, Cold Calling, Coaching, Negotiation, Team Building, Marketing, Leadership, Financial Analysis, Strategic Planning, Marketing Strategy, Management, Insurance, Risk Management, Banking, Finance, Credit, Mutual Funds, Equities, Loans, Business Development, Customer Service, Forecasting, Small Business, Series 63, Portfolio Management, Life Insurance, Asset Management, Retirement, Financial Services

Education
Trinity College-Hartford   2001 — 2005
BA, Econmics

The Hill School   1999 — 2001
High School Diploma, Economics

Maine South High School   1995 — 1999
Transferred jr year, Standard curriculum

Peter Heisler Peter Heisler Greater New York City Area Details
Peter Heisler's Merrill Lynch Experience 1999 - 2004
Job Senior Project Manager
Industry Telecommunications
Experience
Consolidated Technologies  September 2010 - Present
BT America  February 2010 - September 2010
Verizon  November 2008 - February 2010
Top Echelon Contracting   November 2007 - November 2008
Merrill Lynch   1999 - 2004
Executone  1984 - 1998

Skills
PMO, SDLC, Project Plans, Certified Project..., Release Management, Scope Management, SOW, JAD, Project Governance, Clarity, Software Project..., Life-cycle Management, Project Delivery, Integration, VoIP, Telephony, Telecommunications, Vendor Management, Avaya

Education
Trinity University   1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services

Joshua Lemoi Joshua Lemoi Greater Pittsburgh Area Details
Joshua Lemoi's Merrill Lynch Experience January 2011 - April 2011
Job Pittsburgh Fellow
Industry Investment Management
Experience
Zamagias Properties  September 2011 - Present
Merrill Lynch   January 2011 - April 2011
Total Maintenance Services   May 2010 - August 2010
Kellogg Company  July 2009 - August 2009
Tristar Enterprises   June 2008 - August 2008

Education
Trinity Episcopal School for Ministry   2011 — 2012
Certificate of Leadership

University of Pittsburgh, College of Business Administration   2007 — 2011
BSBA, Finance and Economics

Universidad Veritas   2009 — 2010
International Business

Jayson Mugar Jayson Mugar Bend, Oregon Details
Jayson Mugar's Merrill Lynch Experience 2005 - 2007
Job Financial Advisory and International Business Consulting (China)
Industry Financial Services
Experience
Client A   2011 - Present
Mountain Enterprises & Consultancy L:LC   2009 - Present
Merrill Lynch   2005 - 2007

Skills
China Business and..., Specialized Financing..., Marketing Strategy, Change Management, Loans, Sales, Strategic Planning, Banking, Coaching

Education
Tufts University
B.A.,, Internatioanl Relations/China

USC Marshall School of Business
Master of Business Administration (MBA), Finance

Don Alverson Don Alverson Tuscaloosa, Alabama Area Details
Don Alverson's Merrill Lynch Experience 2005 - 2010
Job Management Consulting Professional
Industry Management Consulting
Experience
Merrill Lynch   2005 - 2010

Skills
Securities, Risk Management

Education
Troy University   1975 — 1976
Master of Science (MS), Human Resources Management/Personnel Administration, General

University of Alabama   1960 — 1965
BA, Speech and English

Matthew Cappetta Matthew Cappetta Providence, Rhode Island Area Details
Matthew Cappetta's Merrill Lynch Experience October 2007 - Present
Job Assistant Vice President, Investment Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2007 - Present

Education
Tufts University   2002 — 2006
BS, Economics

Jerome Shapiro Jerome Shapiro New York, New York Details
Jerome Shapiro's Merrill Lynch Experience June 2006 - June 2008
Job Managing Director at Black Diamond Capital Management, LLC
Industry Investment Management
Experience
Black Diamond  June 2014 - Present
One William Street Capital  June 2008 - March 2014
Merrill Lynch   June 2006 - June 2008
Bear Stearns  November 2003 - June 2006

Skills
Structured Finance, Investments, Loans, ABS, Financial Structuring, Mortgage Lending, Strategic Planning, CMBS, Capital Markets

Education
Tufts University   1999 — 2003
Bachelors of Science, Mathematics

Baldwin Senior High School   1995 — 1999

Carly (Kotinek) de Diego Carly (Kotinek) de Diego New York, New York Details
Carly (Kotinek) de Diego's Merrill Lynch Experience October 2008 - December 2012
Job Product Development
Industry Financial Services
Experience
Vanare   September 2014 - Present
TD Ameritrade  June 2013 - December 2013
Merrill Lynch   October 2008 - December 2012
Merrill Lynch   February 2007 - October 2008
Merrill Lynch   March 2005 - February 2007
TD Ameritrade  December 2003 - November 2004
Integra  August 2001 - August 2003
Integra  November 2000 - August 2001

Skills
Training, Employee Training, Relationship Management, CRM, Customer Satisfaction, Business Analysis, User Acceptance Testing, Business Process..., Requirements Analysis, Instructional Design, Hands-on Training, Workshop Facilitation, Training Delivery, Learning Management..., Call Center, Account Management, Process Improvement

Education
Truman State University   1993 — 1997
BA, Business Administration

Bob Outtrim Bob Outtrim New Haven, Connecticut Details
Bob Outtrim's Merrill Lynch Experience August 1976 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 1976 - Present

Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Saving for Education, Series 63, 401k Rollovers, Mutual Funds, Retirement, Asset Allocation, Series 65, Investment Strategies, IRAs, CRPC

Education
Tufts University   1970 — 1974
Bachelor of Arts (B.A.), Political Science/Economics

Kent Bates Kent Bates Greater Atlanta Area Details
Kent Bates's Merrill Lynch Experience 2004 - 2006
Job Agency Owner
Industry Insurance
Experience
BATES INSURANCE AGENCY II, LLC   Agency OwnerAllstateJune 2006 - April 2012
Merrill Lynch   2004 - 2006
SunTrust Bank  2000 - 2003
State Farm  1995 - 2000

Skills
Insurance, Claim, Casualty, Umbrella Insurance, Legal Liability, Life Insurance, General Insurance, Property & Casualty..., Homeowners, Term Life Insurance, Commercial Insurance, Liability, Casualty Insurance, Sales, Team Building

Education
Truman State University
Bachelor of Business Administration (BBA), Marketing

UNITED TOWNSHIP HIGH SCHOOL

Robert Outtrim Robert Outtrim Hamden, Connecticut Details
Robert Outtrim's Merrill Lynch Experience August 1976 - Present
Job Managing director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 1976 - Present

Education
Tufts University   1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government/ Economics

Connor Keys Connor Keys United States Details
Connor Keys's Merrill Lynch Experience July 2012 - August 2012
Job
Industry
Experience
Kelly Services  October 2013 - Present
Truman State University  August 2010 - May 2013
Merrill Lynch   July 2012 - August 2012

Education
Truman State University   2009 — 2013
Bachelor of Science (BS), Finance, General

Truman State University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Jeanine Konecny Jeanine Konecny Roselle, New Jersey Details
Jeanine Konecny's Merrill Lynch Experience June 2001 - December 2009
Job
Industry Financial Services
Experience
Bank of America  January 2010 - February 2013
Merrill Lynch   June 2001 - December 2009
Merrill Lynch   July 1997 - June 2001
Merrill Lynch   July 1992 - July 1997
Merrill Lynch   July 1985 - July 1992

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning

Education
Trinity University-Washington   1978 — 1982
Bachelor of Arts (B.A.)

Girls Catholic High School, Roselle, NJ

Jeannine Holloway Jeannine Holloway Middletown, New Jersey Details
Jeannine Holloway's Merrill Lynch Experience 2008 - 2009
Job SVP, Head of US Central Compliance at TD
Industry Banking
Experience
TD  December 2013 - Present
JPMorgan Chase  2009 - 2013
Merrill Lynch   2008 - 2009

Skills
Compliance, Strategic Planning, Program Development, Control Processes, Compliance Training, Conflict Resolution, Policy/Procedure..., Process Improvement

Education
Trinity University-Washington   1989 — 1993
Bachelor of Arts (BA), Political Science, International Studies

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